CITY COUNCIL MEETING AGENDA September 1, 2026
CITY OF SHASTA LAKE
CITY COUNCIL
MEETING AGENDA
September 1, 2026
6:00 P.M.
Shasta Lake City Council Chambers
4488 Red Bluff Street Shasta Lake, CA 96019
Mayor: Justin Jones
Vice Mayor: Greg Watkins
Council Members: Toni Coates, Pamelyn Morgan, Dan Ringwelski
OTHER WAYS TO PARTICIPATE IN THE MEETING
• Watch a livestream of the meeting online or view the recording any time after the meeting concludes at the following: cityofshastalake.gov/meetings • Submit public comment electronically before the meeting to:
[email protected]. Public comment by email will be read into the record during consideration of the item the comment addresses. Each public comment will be limited to three minutes of reading. Include the item number you are commenting on in the subject line of the email. Once the vote has taken place on an item, no additional public comments will beaccepted.
• Submit public comment by mail addressed to City Clerk, City of Shasta Lake, PO Box 777, Shasta Lake, CA 96019. Mailed comments must be received one day prior to the meeting to be included.
1.0 CALL TO ORDER – REGULAR MEETING:
1.1 Call to order (please place electronic devices on silent)
1.2 Statement for the record of Council Members present or absent
1.3 Pledge of Allegiance
1.4 Invocation
2.0 AWARDS & RECOGNITIONS:
2.1 None
3.0 PRESENTATIONS:
3.1 None
4.0 COMMISSION, COMMITTEE, AND OUTSIDE AGENCY REPORTS:
4.1 None
1 CITY COUNCIL MEETING AGENDA September 1, 2026
5.0 PUBLIC COMMENT:
This time is set aside for citizens to address the City Council on matters listed on the Consent Agenda as well as other items not included on the Regular Agenda. If your comments concern an item noted on the regular agenda, please address the Council when that item is open for public comment. Each speaker is allocated three (3) minutes to speak. Speakers may not cede their time. Comments should be limited to matters within the jurisdiction of the City. Council discussion or action cannot be taken on items not listed on the agenda other than to receive comments. Speaker forms are available from the City Clerk, 4477 Main Street, Shasta Lake, on the City’s website, or at the back of the meeting hall. If you have documents to present to members of Council, please provide a minimum of seven copies. Pursuant to The Brown Act, the City Council cannot take action on Public Comment Items.
6.0 CONSENT AGENDA:
The items listed under the Consent Agenda are considered routine business and will be voted on together by one motion unless a Council Member requests a specific item to be removed and discussed separately.
6.1 Minutes of the Special Closed Session Meeting of August 18, 2026. (pg. 5)
6.2 Minutes of the Regular Meeting of August 18, 2026. (pg. 6)
6.3 Payrolls: (pg. 9)
Period Ending: 8/15/2026 Paid Date: 8/21/2026 $182,028.85
6.4 Checks, E-payments, and wires: (pg. 10)
7/30/2026 $867,182.36
8/06/2026 $228,909.87
8/13/2026 $2,001,864.34
6.5 Possible action to approve the second reading of an Ordinance adopting comprehensive amendments to the Shasta Lake General Plan Land Use Diagram and Title 17, Zoning, of the Shasta Lake Municipal Code, and making related environmental determinations (pg. 22)
7.0 PUBLIC HEARINGS:
7.1 None
8.0 REGULAR AGENDA:
8.1 Discussion and possible action to approve a Resolution accepting the City of Shasta Lake 2026-2036 Wastewater Master Plan. (pg. 55)
8.2 Discussion and possible action to approve a Resolution approving the purchase of Real Property located on Sioux Drive, APN # 075-430-024. (pg. 59) 2 CITY COUNCIL MEETING AGENDA September 1, 2026
8.3 Discussion and possible action to approve a Resolution authorizing the destruction of certain City records pursuant to Government Code Section 34090. (pg. 93)
8.4 Discussion and possible action to approve two (2) Letters of Support for the City of Redding’s Opportunity Zone 2.0 nominations. (pg. 97)
9.0 STAFF COMMENTS:
10.0 CITY COUNCIL COMMENTS AND REPORTS:
This is the time set aside for Council Members, who may so desire, to give brief comments or reports concerning City matters. The City Council may not enter into discussion on matters reported. Statements made by individual Council Members should not be interpreted as a statement of the City Council. The City Council only takes action by majority vote. • Brief reports by members of the Council regarding correspondence, events and/or meetings attended, and upcoming meetings/events.
• Suggestions/motions for future agenda items.
• In compliance with Assembly Bill 1234, Council will report on attendance at conferences/meetings/events where expenses are reimbursed by the City.
ADJOURNMENT:
Meetings are broadcast as scheduled on Charter Channel 181.
Videos of meetings are also available through the City website: www.cityofshastalake.gov In Compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please call (530) 275-7407. Notification 48 hours prior to the meeting is requested to enable the City to make reasonable arrangements to ensure accessibility to this meeting (28 CFR 35.102-35.104 ADA Title II). 3 4
CITY OF SHASTA LAKE
CITY COUNCIL SPECIAL MEETING MINUTES
MINUTES OF THE SPECIAL CLOSED SESSION MEETING
HELD TUESDAY, AUGUST 18, 2026, AT THE
CITY COUNCIL CHAMBERS, 4488 RED BLUFF ST, SHASTA LAKE, CALIFORNIA
1.0 CALL TO ORDER – SPECIAL MEETING:
1.1 Mayor Jones convened the special meeting at 5:00 PM
1.2 Council Members present: Coates, Jones, Morgan, Ringwelski
2.0 CLOSED SESSION
2.1 Conference with Real Property Negotiators
Pursuant to California Government Code Section 54956.8, Real Property Discussion regarding the negotiation for the City’s purchase of APN # 075-430- 024, located on Sioux Drive in the City of Shasta Lake.
Agency Designated Representatives: City Manager Jessaca Lugo; City Attorney John Kenny; Realtor for the City of Shasta Lake Dustin Foster.
2.2 Conference with Real Property Negotiators
Pursuant to California Government Code Section 54956.8, Real Property Discussion regarding City Water Rights / City Water Supply Interest.
Agency Designated Representatives: City Manager Jessaca Lugo; City Attorney John Kenny; Finance Director Jason Peterson.
2.3 Conference with Legal Council
Pursuant to California Government Code Section 54956.9, Conference with Legal Counsel Re: Anticipated Litigation
Agency Designated Representatives: City Manager Jessaca Lugo; City Attorney John Kenny; Finance Director Jason Peterson.
Public Comment
None
The City Council recessed to Closed Session to discuss this item. Reportable action, if any, will be announced at the next regular meeting.
Vice Mayor Watkins arrived and joined the Closed Session.
ADJOURNMENT:
With no further business, Mayor Jones adjourned the Closed Session at 5:56 PM. ____________________________
CHARITY TATLOW, City Clerk
5 CITY OF SHASTA LAKE
CITY COUNCIL MEETING MINUTES
MINUTES OF THE REGULAR MEETING
HELD TUESDAY, AUGUST 18, 2026, AT THE
CITY COUNCIL CHAMBERS, 4488 RED BLUFF ST, SHASTA LAKE, CALIFORNIA
1.0 CALL TO ORDER – REGULAR MEETING:
1.1 Mayor Jones convened the regular meeting at 6:00 PM
1.2 Mayor Jones announced that during the Closed Session, the City Council directed the City Manager to continue with negotiations of all items listed on the agenda.
1.3 Council Members present: Coates, Jones, Morgan, Ringwelski, Watkins
1.3 The Pledge of Allegiance was led by Mayor Jones
1.4 Invocation was led by Mayor Jones.
2.0 AWARDS & RECOGNITIONS:
2.1 ASCE Sacramento Section: Will Bond, City Engineer
a. 2025 Outstanding Parks & Recreation Project Award for the Drop-in Skate, Shasta Lake (Shasta Lake Skatepark).
b. 2025 Outstanding Water Project Award for the Centimudi Water Tank Project ASCE Sacramento Section Awards Banquet on:
Thursday, September 17, 2026
5:30 PM – 9:00 PM
Cafeteria 15L, 1116 15th St, Sacramento, CA 95814
2.2 City of Shasta Lake Ultimate Citizen Award presented to Darlene Brown Public Comment
Cheryle Yednak, Shasta Lake Garden Project read into the record Janice Powell, Shasta Lake resident
Mayor Jones called for a 5-minute recess to celebrate Darlene
3.0 PRESENTATIONS:
3.1 None
4.0 COMMISSION, COMMITTEE, AND OUTSIDE AGENCY REPORTS:
4.1 None
5.0 PUBLIC COMMENT:
Ann Morningstar, Shasta Lake resident
Janice Powell, Shasta Lake resident
6 6.0 CONSENT AGENDA:
6.1 Minutes of the Special Closed Session Meeting of August 4, 2026.
6.2 Minutes of the Regular Meeting of August 4, 2026.
6.3 Payrolls:
Period Ending: 8/01/2026 Paid Date: 8/07/2026 $196,627.88
6.4 Monthly Report of Investment Transactions:
LAIF:
July $8,869,122.83
Chandler:
July $38,210,574.02
6.5 Resolution CC 2026-68 for a supplemental budget appropriation in the amount of $999,040 and award a construction contract to S.T. Rhoades Construction for construction of the Shasta Dam Blvd. Complete Streets Project (Bid No. 2026-03).
6.6 Resolution CC 2026-69 awarding a contract to Axner Excavation for the construction of Hardenbrook Ave. Improvements Project (Bid No. 2026-05).
6.7 Resolution CC 2026-70 for a supplemental budget appropriation in the amount of $50,000 and award a construction contract to ERS Industrial Services Inc. for the Water Treatment Plant Filter Unit Rehabilitation Project (Bid No. 2026-06).
Motion/Vote
By motion made/seconded (Morgan/Watkins), and carried unanimously, the Consent Agenda was approved.
7.0 PUBLIC HEARINGS:
7.1 Resolution CC 2026-71 and the first reading of an Ordinance adopting comprehensive amendments to the Shasta Lake General Plan Land Use diagram and Title 17, Zoning, of the Shasta Lake Municipal Code, and making related environmental determinations.
Public Comment
None
Motion/Vote
By motion made/seconded (Coates/Ringwelski), and carried unanimously, Resolution CC 2026-71 was approved.
By motion made/seconded (Ringwelski/Coates), and carried unanimously, the first reading of the Ordinance was approved.
8.0 REGULAR AGENDA:
7 8.1 Resolution CC 2026-72 designating a voting delegate and alternate for the League of California Cities 2026 Annual Conference Business Meeting.
Public Comment
None
Motion/Vote
By motion made/seconded (Morgan/Ringwelski), and carried, Item 8.1 was approved by a 4-1 vote. Vice Mayor Watkins was opposed.
9.0 STAFF COMMENTS:
City Manager Jessaca Lugo and Lieutenant Dillon Scoma are inviting citizens to join them on August 20th at Clair Engle Park for Coffee in the Park.
Safe Routes to School Project construction will begin.
September 1, 2026, will be a Local Hazard Mitigation Plan joint meeting.
The next Parks Master Plan meeting will be in November.
The Entertainment Zone ad hoc meeting will be postponed to a date to be determined.
10.0 CITY COUNCIL COMMENTS AND REPORTS:
ADJOURNMENT:
With no further business, Mayor Jones adjourned the meeting at 7:31 PM. ____________________________
CHARITY TATLOW, City Clerk
8 8/19/2026 9:40:12 AM Page 6 of 6
Payroll Check Register
City of Shasta Lake Report Summary
Pay Period: 8/2/2026-8/15/2026
Packet: PYPKT00749 - PE 8.15.2026
Payroll Set: City of Shasta Lake - 01
Type
1 Count
0 1,763.50
0.00 Regular Checks
Manual Checks
0 0.00
0 0.00
Amount
78 180,265.35
Total 79 182,028.85
Reversals
Voided Checks
Direct Deposits
9 10
11 12
13 14
15 16
17 18
19 20
21 Report and Recommendations 6.X Reviewed and Approved
City Manager
AGENDA ITEM
City Council
TO: Mayor and City Council Members
FROM: Jessaca Lugo, City Manager
Jim Hamilton, Planner (Annuitant)
DATE: September 1, 2026
SUBJECT: SECOND READING OF AN ORDINANCE ADOPTING
COMPREHENSIVE AMENDMENTS TO THE SHASTA LAKE
GENERAL PLAN LAND USE DIAGRAM AND TITLE 17, ZONING,
OF THE SHASTA LAKE MUNICIPAL CODE, AND MAKING
RELATED ENVIRONMENTAL DETERMINATIONS
FILE NO.:
RECOMMENDATION
Staff and the Planning Commission recommend that the City Council approve the second reading of an ordinance, thereby adopting amendments to the 2040 General Plan Land Use Diagram (GPA 26-01), adopting the comprehensive update to Title 17 – Zoning (CZO Project) and the related Citywide Zoning Map (RZ 24-01), and accepting the CEQA Addendum prepared for the project as adequate and consistent with CEQA. The recommended actions include the following:
1. Accept the CEQA Addendum to the Final Programmatic Environmental Impact Report (FPEIR) for the 2040 Shasta Lake General Plan, prepared for the project, including the required findings.
2. Adopt the amendments to the General Plan Land Use Diagram, thereby establishing consistency between the General Plan Diagram and the updated citywide zoning map.
3. Adopt the comprehensive update to Title 17 - Zoning of the Shasta Lake Municipal Code, thereby replacing the IZO and Title 17 - Zoning of the Municipal Code in their entirety; and
4. Adopt the Citywide Zoning Maps, thereby replacing the current zoning maps. 22 Detailed findings supporting these Council actions, including General Plan consistency, Housing Element implementation, compliance with State law and the necessary CEQA environmental determinations, are contained in the attached Resolution.
BACKGROUND
In late September 2023, the City initiated the comprehensive update (CZO) to Title 17 (Zoning) of the Municipal Code. This followed the adoption of the 2040 General Plan in 2022, and 10 months later, the adoption of the Interim Zoning Ordinance. Over the past several years, the Planning Commission and City Council have held many workshops and meetings to develop and consider the proposed zoning ordinance and zoning map, as well as the proposed General Plan amendments.
The CZO effort also included the development and adoption of the Village Mixed-Use Commercial Design Guidelines, as well as the separate Residential Mixed-Use and Multiple-Family Objective Development Standards, adopted by the City Council on May 19, 2026.
On July 23, 2026, the Planning Commission considered the CEQA Addendum, draft Comprehensive Development Code Update and Citywide Zoning Map, and the General Plan Land Use Diagram amendments at a noticed public hearing. Following a noticed public hearing, the Planning Commission recommended the project to the City Council in all respects (Planning Commission Resolution - Attachment B).
SUMMARY
The City's General Plan establishes the community's long-range vision for land use and development, management of environmental resources, infrastructure, housing, circulation, and economic development. California planning and zoning law requires that zoning regulations and zoning maps be consistent with the adopted General Plan.
Over time, portions of the current zoning ordinance have become outdated, difficult to administer, or inconsistent with state law. Together, these inconsistencies established the need for the Title 17 update.
The CZO has been crafted not only to satisfy state requirements but also to serve as a practical tool for staff, applicants, Planning Commissions and City Councils to use (and amend) as needed. It establishes a framework to guide development decisions throughout the life of the 2040 General Plan.
During preparation of the CZO, a review of the General Plan Land Use Diagram and policies identified a small number of amendments to the Land Use Diagram to help ensure consistency between the General Plan and the zoning ordinance, while also recognizing existing development to allow more flexible property use. 23 ANALYSIS
Zoning is the City's primary tool for implementing the General Plan. While the General Plan establishes the community's vision for growth, development, and resource management, zoning must apply that vision at the project level through its specific regulations for property use, development design, and review procedures.
The successful implementation of the General Plan depends on the effectiveness of the City's zoning, subdivision, and other ordinances. These ordinances translate broad General Plan goals into the day-to-day land use and development decisions that will shape Shasta Lake over the next 20 years.
The updated Title 17 – Zoning includes five fundamental components, which are part of modern and legally compliant zoning ordinances: (1) base zoning standards and districts; (2) overlay zoning districts to address hazards or environmental constraints; (3) use specific development standards; (4) administrative procedures; and (5) a citywide zoning map. Together, these provide the regulatory framework necessary to implement the 2040 General Plan and the requirements of state law.
Attachment A to this report provides a more detailed overview of the new zoning ordinance’s purposes, structure, and changes, and how it relates to the direction in the General Plan. Complete information on the history and content of the development code update can be found online here:
Comprehensive Zoning Update | Shasta Lake, CA - Official Website (web path: https://www.cityofshastalake.gov/1265/Comprehensive-Zoning-Update) The complete package is also available for public review at the Shasta Lake Development Services Department.
• Outside Agency Review
Following the adoption of the CZO, substantial portions of the zoning ordinance will be submitted to the California Department of Housing and Community Development, the Board of Forestry, and the Department of Conservation for review. Based on the experiences of other cities, some amendments to Title 17 could be required. Any required amendments will be returned to the Council for approval.
ENVIRONMENTAL DETERMINATION
The General Plan FPEIR evaluated the environmental impacts associated with implementing the General Plan, including the actions required to do so. The CZO update project is a substantive part of these actions. Adoption of the Title 17 – Zoning Ordinance update, including related amendments to the General Plan Land Use Diagram, will, in many respects, mitigate the potential cumulative environmental impacts identified in the FPEIR.
24 Adoption of the CZO updates does not authorize new development beyond the growth, land use, density, or intensity assumptions evaluated in the FPEIR. Consistent with CEQA Guidelines Sections 15162, 15164, and 15168, staff and the Commission have reviewed these project actions in light of the FPEIR and the potential for new environmental impacts and prepared an Addendum to the FPEIR for the CZO. A CEQA Addendum is prepared when a project involves only minor changes or new information, and none of the conditions that would require a subsequent or supplemental EIR are met.
The project Addendum explains why the FPEIR remains adequate and documents that no new significant environmental impacts or increases in previously identified impacts will result from the project. The Commission found that none of the circumstances requiring preparation of a Subsequent or Supplemental EIR are present. Specifically:
• No substantial changes are proposed that would require major revisions to the certified General Plan FPEIR due to new significant environmental effects or a substantial increase in the severity of previously identified effects as a result of the Project.
• No substantial changes have occurred in the circumstances under which the Project is undertaken that would require major revisions to the certified FPEIR; and • No new information of substantial importance has become available that would require the preparation of a Subsequent or Supplemental EIR.
Accordingly, the project, in all its aspects, is within the scope of the analysis in the FPEIR, and an Addendum is the appropriate CEQA documentation for the project(s). The Commission and staff recommend that the Council consider the Addendum as appropriate and adopt the environmental findings as set forth in the adoption resolution.
Notice of the availability of the Addendum and the code update has been shared with other local and state agencies, and no substantive comments were received.
ALTERNATIVES
Alternatives include, but are not limited to, the following:
1. Adopt the resolution and ordinance.
2. Do not adopt the resolution and ordinance.
3. Direct that the resolution and/or ordinances and/or exhibits be revised to address issues or modifications determined necessary by the Council. The Council should supply direction on the revisions. Depending on the nature of any changes, additional Planning Commission review and noticing may be required.
ATTACHMENTS
Attachment A: Overview of Title 17 - Zoning Ordinance Changes Attachment B: Planning Commission Resolution No. 2024-04 [Recommended] Approval of Development Code (Title 17 – Zoning) Update.
25 ORDINANCE CC 2026-XXX
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SHASTA LAKE REPEALING TITLE 17 – ZONING OF THE SHASTA LAKE MUNICIPAL CODE IN ITS ENTIRETY, AND ADOPTING A COMPREHENSIVELY UPDATED TITLE 17 – ZONING,
AND INCLUDING UPDATED CITYWIDE ZONING MAPS
WHEREAS, Government Code Section 65860 requires that the City’s zoning regulations be consistent with its General Plan; and
WHEREAS, the City of Shasta Lake has determined that modernization of its zoning regulations and zoning map is necessary to implement the land use diagram, goals, policies, and implementation measures of the 2040 General Plan and the requirements of state law; and
WHEREAS, the City has prepared a comprehensive update to the Zoning Ordinance and Official Zoning Map (CZO) to improve clarity, implement the requirements of state law, and streamline development review procedures where possible, thereby ensuring consistency with the General Plan and state laws; and
WHEREAS, the Planning Commission conducted a duly noticed public hearing to consider the updates to the Zoning Ordinance and Official Zoning Map (RZ 24-01) on July 23, 2026, including recommended General Plan Land Use Diagram Amendments (GPA 26-01), and adopted Resolution No. 2026-04, thereby recommending approval of the amendments to the City Council; and
WHEREAS, the City Council conducted a noticed public hearing on August 18, 2026, at which time all interested persons were given the opportunity to testify and present evidence regarding the proposed Ordinance; and
WHEREAS, the public hearing for the project was noticed in a newspaper of general circulation as required by law on July 1, 2026, and in addition, more than 500 property owners were provided written notice of the proposed amendments to the zoning map; and WHEREAS, the City Council finds that a consistent framework for evaluating new development and land use projects as set forth in this ordinance will provide necessary transparency, predictability, and accountability in land use decision-making; and WHEREAS, the City Council has reviewed and considered the administrative record for the project, including staff reports, public testimony, and the Planning Commission resolution recommending acceptance of the related General Plan Land Use Diagram amendments (GPA 26-01) and the Addendum to the General Plan Final Programmatic Environmental Impact Report prepared for the project; and
WHEREAS, by Council Resolution adopted on August 18, 2026, the City Council considered and accepted the Addendum to the 2040 General Plan Final Programmatic Environmental Impact Report prepared for the project, and made all required findings under the California Environmental Quality Act; and
26 WHEREAS, this Ordinance was introduced at a duly noticed public hearing of the City Council on August 18, 2026, following a public hearing as required by state law. This Ordinance shall be considered for second reading and adoption at a subsequent meeting of the City Council. Upon adoption, this Ordinance shall repeal and replace in its entirety the Interim Zoning Ordinance, and Municipal Code Title 17 - Zoning and the related citywide zoning map(s).
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SHASTA LAKE DOES ORDAIN AS FOLLOWS:
SECTION 1. Recitals
The foregoing recitals are true and correct and are incorporated herein by this reference.
SECTION 2. CEQA Findings
The City Council finds that the environmental effects of the Project have been evaluated in the 2040 General Plan Final Programmatic Environmental Impact Report, including the Addendum, considered and accepted by City Council Resolution CC 2026-71; and incorporated by reference herein.
The City Council hereby incorporates the environmental findings contained in Resolution CC 2026-71 as though fully set forth herein and finds that no subsequent or supplemental environmental document is required for the project.
SECTION 3. General Plan Consistency Findings
The City Council finds pursuant to Government Code Section 65860 that the Comprehensive Zoning Ordinance and Official Zoning Maps are consistent with and implement the goals, policies, land use designations, and implementation measures of the City of Shasta Lake 2040 General Plan:
A. The land use regulations established by this Ordinance will implement and further the goals, policies, and implementation measures of the General Plan and Housing Element.
B. The zoning districts, allowable uses, development standards, and review procedures established by this Ordinance will promote orderly development and protect the public health, safety, and welfare. The proposed ordinances will maintain Housing Element compliance, and residential density assumptions will maintain adequate opportunities for housing development across all income categories, supporting current and future RHNA obligations.
C. The Official Zoning Maps (Exhibits B-1 and B-2) adopted herein are consistent with the land use and resource overlay designations contained in the Shasta Lake General Plan, as amended by CC Resolution CC 2026-71.
D. Adoption of this Ordinance provides consistency between the City's General Plan and zoning regulations, including the applicable requirements of State law. 27 SECTION 4. Repeal and Replacement of the Interim Zoning Ordinance, including existing Title 17 – Zoning of the Shasta Lake Municipal Code Existing Title 17 (Zoning) of the Shasta Lake Municipal Code, including all chapters, articles, sections, and the Official Zoning Map associated therewith, is hereby repealed in its entirety and replaced by the Comprehensive Zoning Ordinance and Zoning Maps attached as Exhibits A, B-1 and B-2.
SECTION 5. Adoption of Official Zoning Map
The Citywide Zoning Map and Citywide Zoning Overlay maps are attached hereto as Exhibits B-1 and B-2, incorporated herein by this reference, and adopted as the Official Zoning Maps of the City of Shasta Lake.
SECTION 6. Treatment of Entitlements in Process
Nothing in this Ordinance shall be construed to invalidate any valid permit, entitlement, approval, development agreement, variance, conditional use permit, or other land use approval lawfully granted prior to the effective date of this Ordinance except as otherwise provided by law.
The City Council acknowledges that prior to formal submittal to the City, development projects or changes in property use may require significant time, expense, and coordination to effectively meet development requirements. In considering projects or uses of property designed or intended for submittal to the City which were based on the requirements and standards of the Interim Zoning Ordinance, including Title 17 – Zoning of the Shasta Lake Municipal Code, the approving authority may apply the use and development standards, and including permitting requirements of the Interim Zoning Ordinance, or alternatively those of this ordinance, in its consideration and determinations. In all cases, a proposed use or development entitlement shall be consistent with the land use diagram, goals, and policies of the 2040 General Plan, regardless of the formal timing of submittal to the City or its consideration by the reviewing or approving authority.
This provision shall expire on January 1, 2027, without further action by the City Council, at which time only those projects and applications consistent with the provisions of Title 17 - Zoning as adopted herein.
SECTION 7. Administrative Corrections and Codification
Following adoption of this Ordinance, the City Manager, in consultation with the appropriate City staff, is authorized to make non-substantive corrections to the text, maps, tables, figures, and other materials incorporated into this Ordinance. Such corrections may include, but are not limited to:
1. Correction of typographical, grammatical, punctuation, spelling, and formatting errors;
2. Correction of numbering, lettering, cross-references, citations, headings, captions, and page references;
3. Adjustment of table, figure, map, and graphic labels for consistency and clarity;
4. Correction of inadvertent omissions, duplications, or scrivener's errors; 28 5. Modifications necessary to ensure consistency between provisions adopted by this Ordinance and the codified version of the Municipal Code; and
6. Other similar revisions when necessary to address the requirements of this Ordinance or State law, which do not alter the intent, meaning, application, use permissions, dimensional standards, procedures, or legal effect of any provision adopted by this Ordinance.
No correction authorized by this section shall be construed to make a substantive change to any provision approved by the City Council. Any revision determined to be substantive shall require consideration and approval through the same process required for amendment of the Municipal Code.
SECTION 8. Severability
If any section, subsection, sentence, clause, phrase, or portion of this Ordinance is held invalid or unconstitutional by a court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Ordinance.
The City Council declares that it would have adopted this Ordinance and each section, subsection, sentence, clause, phrase, and portion thereof, irrespective of the fact that any one or more portions may be declared invalid.
SECTION 9. Effective Date
This Ordinance shall take effect thirty (30) days after its adoption. Upon its effective date, the Comprehensive Zoning Ordinance adopted as Exhibit A and the Official Zoning Maps adopted as Exhibits B-1 and B-2 shall supersede and replace all prior zoning regulations and zoning maps except as otherwise expressly preserved by this Ordinance.
SECTION 10. Publication
The City Clerk shall certify to the adoption of this Ordinance and shall cause it to be published and/or posted in the manner required by law.
INTRODUCED AND FIRST READ at a regular meeting of the City Council held on August 18, 2026.
PASSED, APPROVED, AND ADOPTED this 1st day of September, 2026, by the following vote:
AYES:
NOES:
ABSENT:
_______________________________
JUSTIN JONES, Mayor
ATTEST:
____________________________
CHARITY TATLOW, CMC
City Clerk
29 EXHIBIT A - SHASTA LAKE MUNICIPAL CODE
COMPREHENSIVE ZONING ORDINANCE (CZO) UPDATE
- TITLE 17
o The COMPREHENSIVE ZONING ORDINANCE (CZO) UPDATE - TITLE 17 document is incorporated by reference in this ordinance, and it can be found in its entirety online at the City website link below. It can also be found in its entirety in printed form at the Office of the City Clerk.
Document Location:
Comprehensive Zoning ORDINANCE (CZO) Update | Shasta Lake, CA - Official Website Site Path:
https://www.cityofshastalake.gov/1265/Comprehensive-Zoning-ORDINANCE-CZO-Updat 30 EXHIBITS B-1 and B-2 – COMPREHENSIVE CITYWIDE
ZONING MAP and CITYWIDE NATURAL RESOURCES
ZONING OVERLAY MAP (attached)
o The COMPREHENSIVE CITYWIDE ZONING MAP AND CITYWIDE ZONING OVERLAY MAPS, referenced in this ordinance, are attached, and they can also be found in their entirety online at the City website link below.
Also see Web Location: Draft_ZoningMap_11x17P
31 CITY OF SHASTA LAKE
PLANNING COMMISSION RESOLUTION NO. PC 2026-04
A RESOLUTION OF THE PLANNING COMMISSION OF THE CITY OF SHASTA
LAKE RECOMMENDING THAT THE CITY COUNCIL CONSIDER AN ADDENDUM TO THE SHASTA LAKE 2040 GENERAL PLAN FINAL PROGRAM ENVIRONMENTAL IMPACT REPORT; ADOPT AMENDMENTS TO THE SHASTA LAKE 2040 GENERAL PLAN LAND USE DIAGRAM; ADOPT THE COMPREHENSIVE REVISION OF TITLE 17 (ZONING) OF THE SHASTA LAKE MUNICIPAL CODE; REPEAL AND REPLACE THE INTERIM ZONING ORDINANCE AND; ADOPT A NEW CITYWIDE ZONING MAP WHEREAS Section 65300 et seq. of the California Government Code requires each city to prepare and adopt a comprehensive, long-range general plan for the physical development of the city; and
WHEREAS a comprehensively updated General Plan was adopted on November 15, 2022, and the Plan includes the 2020-2028 Housing Element, and the 2022 Local Hazard Mitigation Plan (LHMP); and
WHEREAS, Government Code Section 65300.5 requires that the General Plan and its elements comprise an integrated, internally consistent and compatible statement of goals and policies; and
WHEREAS, Government Code Sections 65860(a) and 65867.5 require zoning regulations and zoning maps to be consistent with these General Plan goals and policies; and
WHEREAS the City has identified inconsistencies between the 2040 General Plan, and Title 17 "Zoning", including General Plan land use designations that do not have corresponding zoning districts, existing zoning districts which do not reflect General Plan land use designations, General Plan development policies establishing minimum and maximum density and intensity of land use requirements and changes in state law, thereby creating a potential lack of consistency between the General Plan and Title 17 "Zoning;" and
WHEREAS, the City has prepared a Comprehensive Zoning Ordinance Update (the CZO) to modernize and update Title 17 of the Shasta Lake Municipal Code, thereby implementing the goals, policies, and land use framework of the General Plan (EXHIBITS C and D); and
WHEREAS, the Planning Commission and the public actively participated in the development of the CZO via multiple workshops and public meetings held between January 2024 and April 2026, including reviewing the specific land use and zoning matters addressed in the CZO and Citywide Zoning Map update, and the preparation of l
32 design guidelines for the Village Mixed Use District, and objective development standards for mixed-use development and multiple-family housing in the city; and WHEREAS, the adoption of the CZO requires the repeal and replacement of the Interim Zoning Ordinance, current Title 17 of the Municipal Code, and the Interim Zoning Map, in their entirety, as well as the adoption of a new citywide zoning map implementing the amended General Plan Land Use Diagram and the citywide zoning plan; and WHEREAS, the Commission has identified and considered minor amendments to the General Plan Land Use Diagram, which are necessary to support General Plan policy direction and to maintain consistency between the Plan's Land Use Diagram, its purposes, goals and policies, and the CZO (EXHIBIT B); and WHEREAS, CEQA (Public Resources Code Section 21000 et seq.) and the State CEQA Guidelines ( 14 CCR Section 15000 et seq.) apply to the proposed actions; and WHEREAS, the City previously certified the Shasta Lake 2040 General Plan Final Program Environmental Impact Report (Program EIR); and
WHEREAS, pursuant to Public Resources Code Section 21166 and CEQA Guidelines Sections 15162 and 15164, the City prepared an Addendum to the Program EIR, and determined that none of the circumstances requiring preparation of a subsequent or supplemental EIR are present (EXHIBIT A); and
WHEREAS formal notice of the intent to consider for adoption of the Comprehensive Zoning Ordinance Update and related CEQA Addendum was distributed to affected public entities and agencies, and to the representatives of Native American peoples that are on the contact list maintained by the Native American Heritage Commission, and inviting these entities to consult on the ordinance and its related environmental documentation; and
WHEREAS, the Planning Commission conducted a noticed public hearing on July 23, 2026, and considered the staff report, the resolution, the administrative record, and all testimony from interested persons before making its recommendations.
NOW, THEREFORE, BE IT RESOLVED that the Planning Commission of the City of Shasta Lake finds, determines, and recommends as follows:
A. FINDINGS AND DETERMINATIONS
2 1. Recitals. The foregoing recitals are true and correct and are incorporated herein by reference.
2. CEQA Determination and Findings.
The Planning Commission has reviewed and considered the Addendum (See Exhibit A - City of Shasta Lake: Archive Center • Environmental Review Documents) and the administrative record for the project. The Commission finds, as 33 3
set forth below, that the Addendum was prepared in accordance with CEQA, Public Resources Code Section 21166, and CEQA Guidelines Section 15164.
CEQA Guidelines Sections 15162 and 15164 set forth the criteria for determining the appropriate environmental documentation to be completed when a project falls within the scope of a previously certified El R. CEQA Guidelines Section 15162( a) states that no Subsequent or Supplemental EIR shall be prepared for a project with a certified EIR unless the lead agency determines, based on substantial evidence in the light of the whole record, that one or more of the following conditions are present:
a) Substantial changes are proposed in the project that will require major revisions of the previous EIR due to the involvement of new significant environmental effects or a substantial increase in the severity of previously identified significant effects.
b) Substantial changes will occur with respect to the circumstances under which the project is undertaken, which will require major revisions of the previous EIR due to the involvement of new significant environmental effects or a substantial increase in the severity of previously identified significant effects. c) New information of substantial importance, which was not known and could not have been known with the exercise of reasonable diligence at the time the previous EIR was certified as complete, are present.
The Planning Commission finds and recommends to the City Council, that none of the conditions identified in CEQA Guidelines Section 15162(a) exist because: (a) no substantial changes are proposed to the General Plan which will require major revisions to the FPEIR; (b) no substantial changes in circumstances have occurred since certification of the EIR that require major revisions to it; and (c) no new information has been provided in the public hearing or in correspondence that is of substantial importance and identifies new potentially significant impacts, substantially more severe impacts, or feasible mitigation measures or alternatives not previously considered.
The Planning Commission finds that an Addendum to the FPEIR is appropriate pursuant to CEQA Guidelines Section 15164 and that no subsequent or supplemental EIR is required. The information and responses within the Addendum (Exhibit A) substantiate and support the Commission's determination that the project(s) are within the scope of the General Plan EIR, that the project does not require subsequent action under CEQA Guidelines Section 15162, and, in conjunction with the FPEIR, the Addendum adequately analyzes potential environmental impacts of the project(s).
The Planning Commission further finds and determines that its decision reflects the independent judgment of the Commission; that the Addendum has been considered 34 4
by the Commission prior to making its recommendation, and that no substantial evidence has been presented to it that would alter this conclusion.
3. General Plan Amendments (Exhibit B) - Consistency Findings. The Commission finds that the proposed amendments to the General Plan Land Use Diagram will further the goals, objectives, and policies of the Shasta Lake 2040 General Plan and promote internal consistency as required by Government Code Section 65300.5.
The proposed amendments ensure consistency among the General Plan Land Use Diagram, General Plan goals and policies, and the implementing land use regulations in the City's zoning ordinance update by recognizing existing property uses while also providing for a broader range of potential development, including expanded housing opportunities.
4. Comprehensive Title 17 - Zoning Update Recommendation and Findings.
The proposed Title 17 ordinances (EXHIBIT C: see City of Shasta Lake Comprehensive Zoning Ordinance (CZO) Update I Shasta Lake, CA - Official Website) and zoning map (EXHIBIT D) are fundamental implementation measures identified in the FPEIR and 2040 General Plan to achieve the goals and policies of the General Plan and state law, including reducing or eliminating potential land-use and environmental impacts. The updated Title 17 and related zoning map will provide a comprehensive, orderly, and legally consistent zoning program for the City.
The project, in all its respects, is consistent with and supports the adopted goals, objectives, policies, and implementation measures of the Plan, including but not limited to the following:
• POLICY LU-n. The City's regulatory systems should accommodate new economic development and should be reviewed periodically to facilitate development and the permitting process.
• POLICY-HE-1.5 Governmental Constraints. The City shall minImIze governmental constraints to the development, improvement, and maintenance of its housing stock, such as reducing setbacks, height limitations, coverage ratios, parking requirements, and other development regulations. • IMPLEMENTATION-LU-1.7 Establish zoning districts and quality development standards consistent with general plan goals and policies, and amend the city's zoning map in a timely manner to be consistent with the General Plan. • IMPLEMENTATION-LU-1.8 Ensure the zoning ordinance provides for minimum and maximum densities consistent with the General Plan's land use classifications and state law.
35 • POLICY-LU-3.1 Where practical, promote mixed-use development patterns and higher densities that use land and resources efficiently, reduce automobile dependence and pollution, and facilitate walking, bicycling, and transit use. • POLICY-LU-3.5 New development should be consistent with the densities and intensity established in this element (the Land Use Element) to ensure orderly development of the community.
• IMPLEMENTATION-LU-3.1 Review, and as necessary, revise specific design policies, guidelines, and development standards to address new structures and property development.
• IMPLEMENTATION-LU-3.4 Discourage development without a coordinated plan for land use, or that is incompatible with adjacent residential areas, circulation limitations, available infrastructure capacity, or public service needs.
Based on the following findings, the Planning Commission finds that adoption of the Comprehensive Zoning Ordinance Update and Citywide Zoning Map, including the Map Overlay Districts, is consistent with the Shasta Lake 2040 General Plan, implements General Plan policies and implementation measures, advances Housing Element objectives, and supports compliance with applicable California planning and housing laws where applicable. Accordingly, adoption of the CZO Update in all its parts will promote orderly growth, help ensure compatibility between different development types, reduce regulatory barriers, expand housing opportunities, and further the public health, safety, and general welfare of the residents of the City of Shasta Lake. 5 FINDINGS
Finding 1: Consistency with the Shasta Lake 2040 General Plan. The Planning Commission finds that the Comprehensive Zoning Ordinance (CZO) Update is consistent with and implements the goals, policies, and implementation measures of the Shasta Lake 2040 General Plan. The CZO Update modernizes the City's development regulations, updates zoning districts and development standards, and establishes a regulatory framework consistent with the land-use designations, densities, and development patterns envisioned by the General Plan. By aligning zoning regulations with adopted General Plan land use classifications and current state requirements, the CZO Update ensures that development regulations accurately reflect the City's long-term planning objectives and provide a predictable framework for future growth.
Finding 2: Support for Economic Development and Regulatory Efficiency.
The Planning Commission finds that the CZO Update advances Policy LU-n, which directs the City to periodically review its regulatory systems to facilitate development and the permitting process and accommodate new economic development opportunities. The update removes outdated provisions, clarifies permit procedures, consolidates development regulations, and streamlines review processes to reduce uncertainty and improve efficiency for applicants, property owners, and City staff. These amendments will facilitate investment, support job creation, and improve the City's ability to respond to changing market conditions while maintaining appropriate development oversight. 36 6
Finding 3: Reduction of Governmental Constraints to Housing Production.
The Planning Commission finds that the CZO Update implements Policy HE-1.5, which directs the City to minimize governmental constraints to housing development, improvement, and maintenance. The ordinance update reduces regulatory barriers by modernizing residential development standards, establishing comprehensive regulations for Accessory Dwelling Units pursuant to Section 17.43.030, updating residential density standards in Table 17.02.050-B, Sections 17.29.040 through 17.29.060, and Section 17.40.220, providing parking flexibility through Section 17.41.150 (Parking Exceptions) and affordable housing parking incentives in Section 17.24.070, and accommodating a broader range of housing types in residential and mixed-use districts. These changes increase opportunities for housing development, reduce unnecessary development costs, and support production of housing for households of all income levels. Draft Development Code Combined 6.22.2026, Table 17.02.050-8; §§17.24.070,
17.29.040-17.29.060, 17.40.220, 17.41.150, and 17.43.030.
Finding 4: Consistency Between the General Plan and Zoning Ordinance.
The Planning Commission finds that the CZO Update directly implements Implementation Measures LU-1.7 and LU-1.8 by establishing zoning districts, development standards, and density regulations that are consistent with the specific direction of the 2040 General Plan. The update ensures that the zoning ordinance provides minimum and maximum residential densities consistent with General Plan land use classifications and applicable state law. Adoption of the CZO Update promotes internal consistency among General Plan elements and ensures that the City's zoning regulations accurately implement adopted land use policies.
Finding 5: Promotion of Efficient Land Use and Mixed-Use Development.
The Planning Commission finds that the CZO Update implements Policy LU-3.1 by promoting efficient land use patterns, supporting mixed-use development opportunities, and encouraging residential densities that support walking, bicycling, transit use, and reduced automobile dependence where appropriate.
The ordinance establishes and updates standards for the Mixed Use (MU) and Village Mixed Use (VMU) Districts under Chapter 17.31, which allow residential uses as part of integrated mixed-use development patterns. By facilitating infill development and residential opportunities within mixed-use areas, the CZO Update supports sustainable development and efficient use of land, infrastructure, and public services. Draft Development Code Combined
6.22.2026, Chapter 17.31.
Finding 6: Consistency with Adopted Land Use Densities and Intensities.
The Planning Commission finds that the CZO Update advances Policy LU-3.5 by ensuring that future development occurs at densities and intensities consistent with those established in the Land Use Element. The updated zoning regulations establish clear development standards that provide certainty regarding permitted uses, allowable densities, building form, and site design. This consistency promotes orderly growth and development and ensures that future land use decisions remain aligned with the City's adopted vision. 37 7
Finding 7: Modernization of Development Standards. The Planning Commission finds that the CZO Update implements Implementation Measure LU3.1 by reviewing and revising development standards, design regulations, and zoning provisions to address contemporary development practices and housing needs. The update reflects current planning principles, changing market conditions, state housing mandates, and evolving community needs. Adoption of the Updated Ordinance will provide the City with a modern regulatory framework that accommodates future development while protecting community character and public health, safety, and welfare.
Finding 8: Coordination of Growth with Infrastructure and Community Services. The Planning Commission finds that the CZO Update supports Implementation Measure LU-3.4 by providing clear standards for development review that ensure land uses are compatible with surrounding development patterns and available infrastructure and public services. The update promotes coordinated growth, supports orderly development, and provides objective standards that assist the City in evaluating project compatibility, circulation, infrastructure capacity, and service demands.
Finding 9: Consistency with California Government Code Section 65860.
The Planning Commission finds that the CZO Update maintains and strengthens consistency between the City's zoning regulations and the adopted General Plan as required by Government Code Section 65860. The ordinance update translates adopted General Plan land use designations, density ranges, and policy direction into implementing zoning regulations, thereby ensuring that the City's development regulations remain consistent with its comprehensive planning framework.
Finding 10: Facilitation of Housing Element Implementation. The Planning Commission finds that the CZO Update supports implementation of the City's Housing Element by increasing zoning capacity, accommodating a broader range of housing types, and removing unnecessary regulatory constraints to housing production. The ordinance includes updated regulations for Accessory Dwelling Units (Section 17.43.030), establishes development standards for multifamily residential development within the Urban Residential (UR-2 and UR-3) Districts (Chapter 17.29), provides density standards consistent with General Plan land use designations through Table 17.02.050-B and related density provisions, and incorporates parking flexibility through Sections 17.24.070 and 17.41.150. These provisions strengthen the City's ability to meet Regional Housing Needs Allocation (RHNA) obligations and implement Housing Element programs. Draft Development Code Combined 6.22.2026, Chapter 17.29; Table 17.02.050-8; §§17.24.070, 17.41.150, and 17.43.030.
Finding 11: Compliance with State Housing Laws. The Planning Commission finds that the CZO Update incorporates and reflects applicable state housing requirements, including laws governing Accessory Dwelling Units, density bonus housing, objective development standards, supportive and transitional housing, 38 8
employee housing, and multifamily residential development. The ordinance incorporates ADU regulations in Section 17.43.030, density bonus provisions and associated parking incentives in Section 17.24.070, objective development standards in Sections 17.40.040 and 17.40.045, and residential density standards consistent with state law and Housing Element requirements. By updating local regulations to reflect current state housing mandates, the City reduces potential conflicts between local and state requirements and provides greater regulatory certainty for housing development.
Finding 12: Advancement of Housing Supply and Housing Choice. The Planning Commission finds that the CZO Update promotes the purposes of California housing law by expanding housing opportunities, increasing flexibility in residential development, encouraging infill development, and reducing barriers to housing production. The ordinance facilitates a wider range of housing types through ADU regulations (Section 17.43.030), supports multifamily residential development in the UR-2 and UR-3 Districts (Chapter 17.29), permits residential development within Mixed Use and Village Mixed Use Districts (Chapter 17.31 ), and provides flexibility through parking exceptions and reductions authorized by Section 17.41.150. Collectively, these provisions and others contribute to greater housing choice, housing affordability, and overall housing supply within the City.
Finding 13: Furtherance of Fair Housing and Equitable Development Opportunities. The Planning Commission finds that the CZO Update supports the City's obligation to affirmatively further fair housing by promoting a broader range of housing opportunities throughout the community and reducing regulatory barriers that may limit housing choice. The ordinance permits and regulates diverse housing types, including Accessory Dwelling Units (Section
17.43.030), multifamily housing in the UR-2 and UR-3 Districts (Chapter 17.29), and higher-density residential development within Mixed Use and Village Mixed Use Districts (Chapter 17.31 ). The incorporation of objective design and development standards in Sections 17.40.040 and 17.40.045 provides transparent and predictable review criteria that support equitable treatment of housing applications while ensuring compatibility with surrounding development.
These provisions expand housing opportunities across a variety of neighborhoods and income levels.
Finding 14: Protection of Public Health, Safety, and Welfare. The Planning Commission finds that the CZO Update balances the need for housing and economic development with the protection of public health, safety, and welfare.
The ordinance establishes clear, objective, and predictable development standards that guide future growth, ensure compatibility among land uses, and support efficient provision of infrastructure and public services. Adoption of the CZO Update, therefore, serves the public interest and is necessary to implement the City's adopted General Plan and comply with applicable state planning and housing laws.
39 Finding 15: Implementation of Objective Development Standards. The Planning Commission finds that the CZO Update, including the Mixed Use and Multiple-family Objective Design and Development Standards, establishes clear, objective development standards in Sections 17.40.040 and 17.40.045 and related provisions, including objective design and development criteria applicable to residential projects. These standards provide predictable review procedures, improve permit-processing efficiency, increase consistency in decision-making, and support compliance with the California Housing Accountability Act and Housing Element requirements. The adoption of objective standards advances General Plan Policy LU-n, Policy HE-1.5, and Implementation Measure LU-3.1 by modernizing development regulations and reducing unnecessary uncertainty in the development review process.
B. BE IT FURTHER RESOLVED that the Planning Commission hereby recommends the following actions to the City Council:
1. Consider the Addendum to the Shasta Lake 2040 General Plan Final Programmatic EIR and findings prepared for the project as appropriate and prepared consistent with the requirements of CEQA. (EXHIBIT A)
2. Adopt the proposed amendments to the Shasta Lake 2040 General 'Plan Land Use Diagram, thereby modifying the land use designations on affected properties. (EXHIBIT B)
3. Adopt the Comprehensive Zoning Ordinance Update, and repeal and replace the Interim Zoning Ordinance, existing Title 17 (Zoning), and all prior citywide zoning maps in their entirety. (EXHIBIT C)
4. Adopt the updated Citywide Zoning map, thereby implementing the amended General Plan Land Use Diagram and Title 17 - Zoning. (EXHIBIT D)
5. Following adoption of the CZO, provide a land use and development project application transition period during which complete project applications may be processed using either the Interim Zoning Ordinance or the updated Title 17, when determined by the director or other approving authority to be consistent with the General Plan and applicable state law(s).
PASSED, APPROVED, AND ADOPTED by the Planning Commission of the City of Shasta Lake at a regular meeting held on July 23, 2026, by the following vote:
9 40
AYES: Bowman, Campos, Fleming, Kirkland, Trotter
NOES: NONE
ABSENT: NONE
ABSTAIN: NONE
Cherrel Kirkland, Chair, Planning Commission
ATTEST:
10 41
Exhibit A- CEQA ADDENDUM TO THE PREVIOUSLY
CERTIFIED 2040 GENERAL PLAN FPEIR. (State
Clearinghouse No. 2021070574)
11 o Document Location:
CEQA ADDENDUM TO THE PREVIOUSLY CERTIFIED 2040 GENERAL
PLAN PEIR
o Site Path:
https://www.cityofshastalake.gov/DocumentCenter/View/4580/A ddendum---lnitial-Study 2026 CZO
42 EXHIBIT B -AMENDMENTS TO CITY OF SHASTA LAKE
2040 GENERAL PLAN LAND USE DIAGRAM (see attached
documents B-1 through B-7)
12 43
EXHIBIT C - SHASTA LAKE MUNICIPAL CODE
COMPREHENSIVE ZONING ORDINANCE (CZO) UPDATE -
TITLE 17
Document Location:
Comprehensive Zoning ORDINANCE (CZO) Update I Shasta Lake, CA - Official Website
Site Path:
https://www.cityofshastalake.gov/1265/Comprehensive-Zoning-ORDINANCE-CZOUpdat 13 44
=
EXHIBIT D - COMPREHENSIVE CITYWIDE ZONING MAP
(see attached)
Also see WEBLINK: Draft Zoning Map 11x17P
14 45
APN Existing Land-Use Proposed Land Use Draft Zoning Physical Address Owner Name 007-130-003 Commercial Mixed-Use MU RICHMOND ALBERT J
007-130-043 Commercial Mixed-Use MU 2048 CASCADE BLVD RICHMOND ALBERT 007-130-047 Commercial Mixed-Use MU 2034 CASCADE BLVD DAVIES FAMILY 2002 TRUST 007-260-021 Commercial Mixed-Use MU 1985 CASCADE BLVD PASERO INEZ 1989 TRUST 007-260-022 Commercial Mixed-Use MU 1965 CASCADE BLVD YOUNG ROBERT JAMES 007-260-024 Commercial Mixed-Use MU 1951 CASCADE BLVD YOUNG ROBERT JAMES 007-260-025 Commercial Mixed-Use MU 1935 CASCADE BLVD YOUNG ROBERT JAMES 007-260-026 Commercial Mixed-Use MU 1933 CASCADE BLVD WATKINS PHILLIP & LINDA FAMILY TRUST ETAL 007-260-027 Commercial Mixed-Use MU 1929 CASCADE BLVD WATKINS PHILLIP & LINDA FAMILY TRUST ETAL 007-260-028 Commercial Mixed-Use MU 1907 CASCADE BLVD WATKINS PHILLIP & LINDA FAMILY TRUST ETAL 007-260-029 Commercial Mixed-Use MU WATKINS PHILLIP & LINDA FAMILY TRUST ETAL 007-110-001 Commercial Mixed-Use MU BEAN ROBERT & RUTH
007-110-002 Commercial Mixed-Use MU BEAN ROBERT R
007-260-051 Commercial Mixed-Use MU SHUFFELBERGER ROBERT S & LATRICIA A 007-260-052 Commercial Mixed-Use MU 1861 CASCADE BLVD SHUFELBERGER R & L 2003 TRUST 007-110-003 Commercial Mixed-Use MU 1864 CASCADE BLVD PARSONS MAURA P TRUST OF 2016 007-110-004 Commercial Mixed-Use MU 1844 CASCADE BLVD MILLER ROBERT B TRUST 007-260-031 Commercial Mixed-Use MU 1843 CASCADE BLVD EWING JEFFREY & SUZANNE REV TRUST ETAL 007-110-005 Commercial Mixed-Use MU 1836 CASCADE BLVD MILLER ROBERT B TRUST 007-110-006 Commercial Mixed-Use MU SCHLETZBAUM BARBARA 1995 TRUST 007-260-032 Commercial Mixed-Use MU PHAM HOANG N & HONG-HOA 007-110-007 Commercial Mixed-Use MU 1812 CASCADE BLVD SCHLETZBAUM BARBARA 1995 TRUST 007-260-034 Commercial Mixed-Use MU 5316 SECOND ST YOUNG LEE J 007-260-033 Commercial Mixed-Use MU 1807 CASCADE BLVD STRIEFF ROBERT & TINDELL NATHAN 007-110-042 Commercial Mixed-Use MU 1810 CASCADE BLVD BALL RONALD C & SALLY M 007-110-039 Commercial Mixed-Use MU 1808 CASCADE BLVD BUDHRAM HAROLD S 007-110-009 Commercial Mixed-Use MU BUDHRAM HAROLD
007-120-027 Commercial Mixed-Use MU 1717 SHASTA ST BEST COLLEEN D REV TRUST 2007 ETAL 007-130-049 Commercial Commercial MU 2145 GRAND COULEE BLVD SCOTT TERY & BLANCK EDWARD J 005-620-032 Urban Residential Suburban Residential RE 909 MUSSEL SHOALS AVE DUARTE FAMILY REV TRUST 005-620-031 Urban Residential Suburban Residential RE 873 MUSSEL SHOALS AVE MCGILL ROBERT L & EVEANN D 005-620-030 Urban Residential Suburban Residential RE 841 MUSSEL SHOALS AVE DOWNEN SCOTT MICHAEL 007-120-010 Urban Residential High A Urban Residential UR-1 GAGNER BENJAMIN 007-120-002 Commercial Commercial UR-1 5132 SHASTA DAM BLVD BUDHRAM HAROLD S ETAL 005-240-024 Urban Residential Village Mixed-Use VMU 4464 MAIN ST FEDERAL REAL ESTATE EXCHANGE CORP 005-240-023 Urban Residential Village Mixed-Use VMU 4454 MAIN ST FEDERAL REAL ESTATE EXCHANGE CORP 005-240-022 Urban Residential Village Mixed-Use VMU 4446 MAIN ST JARVIS KERRY TRUST 005-240-021 Urban Residential Village Mixed-Use VMU 1509 HARDENBROOK AVE SHASTA LAKE UNITED METHOD CHURCH INC 005-240-020 Urban Residential Village Mixed-Use VMU 1501 HARDENBROOK AVE METHODIST EPISCOPAL CHURCH 005-250-027 Urban Residential Village Mixed-Use VMU 1528 MEDIAN AVE MILES DEV & LORD BRIANNA 005-250-028 Urban Residential Village Mixed-Use VMU 4539 FRONT ST JARVIS KERRY TRUST 005-250-029 Urban Residential Village Mixed-Use VMU 4531 FRONT ST JARVIS KERRY 005-250-030 Urban Residential Village Mixed-Use VMU 4523 FRONT ST JARVIS KERRY TRUST 005-250-031 Urban Residential Village Mixed-Use VMU 1529 MCCONNELL AVE FIRST BAPTIST CHURCH OF CENTRAL VALLEY 005-250-032 Urban Residential Village Mixed-Use VMU 1501 MCCONNELL AVE FIRST BAPTIST CHURCH C V 005-250-057 Urban Residential Village Mixed-Use VMU 1544 MEDIAN AVE BREEZE CAPITAL GROUP LLC 005-250-071 Urban Residential Village Mixed-Use VMU 4550 MAIN ST ZAVAS TERESSA & JAMES JR LIV TRUST 005-250-072 Urban Residential Village Mixed-Use VMU 4524 MAIN ST MACBETH BETH ANN 005-250-073 Urban Residential Village Mixed-Use VMU 1500 MEDIAN AVE FACKRELL BYRON NEAL & JOAN ELIZABETH 005-250-074 Urban Residential Village Mixed-Use VMU 1512 MEDIAN AVE LANGLEY CARLIE ANNE Portion of Parcel Only / See Maps
PROPOSED GENERAL PLAN AMENDMENTS
PC CZO Resolution - EXHIBIT B1
46 1456
5136
5208
5012
5044 5200 5248
5010
5232
5000
5132 5156
5128 1706
5052
5320
1710 5330
5025
1801
1805
1817
5021
1720
5019
5036
1829
1828
1825
5178
1714
1724
5028
1821
5113
5033 5133
4924
1820
1832 1812
5170
4944
5157
5156
1795
1810
1809
1833
1725
1834
1717
1808
5000 5144
1810
1822
1845 1827
1844
5136
1840
1835
1905
1829 5125 5177
1911
1844
4945
1869
1868
1921
1843
1836
1880 1861
5104
1851
1900
1840 5112
1912
1843
1844
5124
1901
1929
1900 1864
1861
1939 1900 1916 1921
1941
5200
1940
1928
1928
5328
1920
1907 5324 1940
1939
1945
1945
1933
5120 5144 5208
5200
5033
5312
5037 1461 1429 5139
5029 5017 1450 5117 1464
5133
5140 5216
1500
5020
5156
5120
5038
5000
5030
5200
5048
5116
4928 1516 4944
1513
5213
5117
5149 1524
5209
5101 1540
5109 5137 5157
5225 1532
5205
4941 5015
5033
5116
5220 5136
5116
1970
5124 5216
1575 5021
5230 5208
5119
5040
5148
5020
4905
5125
5012 4970 4982
5041
5201
5061
5121
5129
5145 5001 5157
5049
5038
1852
5161
5105 5157
5128
5145
1520
1610
5108
1939
1931
1912
5125
5145
5032
5005
1816
1810
1805
5109
1809
5340
5350
1860
A
B
A B
C D
1 2
3 1
2 3
1 2
3 1
2 3
1 2 3
A-F
1 2
3 4
5 5160
A B
5020
1811
5224
Reclassify from C
(Commercial) to
UR (Urban Residential)
C
UR
MU
VMU
URH-B
UR
FRONT ST
MAIN ST
SHASTA ST OREGON AVE
FORT PECK ST
SHASTA DAM BLVD
SHASTA WAY
NELL ORR ST
BONNEVILLE ST
CASCADE BLVD
THIRD ST
GRAND COULEE BLVD
BOULDER ST
OREGON AVE
BONNEVILLE ST
I MAP PRODUCED:
AUGUST 18, 2025
0 100 200
Feet
PROPOSED GENERAL PLAN MAP
BUDHRAM HAROLD S ETAL
5132 SHASTA DAM BLVD
AP# 007-120-002
P:\\GIS\GeneralPlan2040\GPLUC_007-120-002_ProposedGeneralPlan_8.5x11P.aprx Parcel Boundary (AP#
007-120-002)
General Plan Land-Use
Boundary
EXHIBIT B2
47 5136
5208
5012
5044 5200 5248
5232
5132 5156
5128
5052
5320
5330
5025
1801
1817
5021 5019
1725
5036
1829
5028 5178
5113
5033 5133
1820
1807
1832
5316
1812 5328
5170
5157
5156
1795
5329 1833 1834
1717
1808
5000 5144
1810
1845 1827
1844
5136
1840
1835
1905
5125 5177
1817
1911
1844
1869
1868
1921
1843
1836
1880 1861
1816 5104
1851
1900
1 5112
1812
1912
1824 1843
1844
5124 1929
1900 1864 1833
1861
1916 1939
1850
1941
1868
1929
1848
5200
1940
1928 1857
5328
1908
1920
1902
1907 5324 1940
1865
5332
1939
1952
1945
5060
1849
1933
1941 2030 1914
1841
B
5029 5017
1840
5117 1464
5133
5140 5216
1500
5020
5156
5120
5038 5030
5200
5048
5116
1516
5213
5117
5149 1524
5209
5101 1540
5109 5137 5157
5225 1532
5205
5015
5033
5116
5220 5136
5116
1970
5124 5216
5021
5230 5208
5119
5040
5148
5020
5125
5012
5041
5201
5061
5121
5129
5145 5001 5157
1666
5320
5049
5038
1852
5161
5105 5157
5128
5145
A
1520
1610
5108
1939
1931
1912
5125
5145
5032
5005
1816
1810
1805
5109
1809
5340
5350
1832 2
3 1
2 3
5332
1 3
4 5
1810
A
B
A
B
1 2 3 4
1 2 3 4
1860
A
B
A B
C D
1 2
3 1
2 3
1 2
3 1
2 3
1 2 3
A-F
1 2
3 4
5 5160
5020
1811
5224
Reclassify from URH-A
(Urban Residential High A) to
UR (Urban Residential)
C
UR
UR
MU
URH-B
URH-B
PF
URH-A
C
FRONT ST
SHASTA ST
MAIN ST
CASCADE BLVD
SHASTA DAM BLVD
FORT PECK ST
SHASTA WAY
OREGON AVE
NELL ORR ST
BONNEVILLE ST
THIRD ST
PARALLEL ST
KENNETT ST
SECOND ST
BOULDER ST
I MAP PRODUCED:
AUGUST 18, 2025
0 100 200
Feet
PROPOSED GENERAL PLAN MAP
GAGNER BENJAMIN
AP# 007-120-010
P:\\GIS\GeneralPlan2040\GPLUC_007-120-010_ProposedGeneralPlan_8.5x11P.aprx Parcel Boundary (AP#
007-120-010)
General Plan Land-Use
Boundary
EXHIBIT B3
48 1695
5200 5208 5248
5232
5132 5156
5128
5052
5320
5330
1801
1817
1725
5036
5178
5113
5033 5133
1820
1807
1761
1745
5316
1812 5328
5170
5157
5156
1795
5329 1834
1717
1808
5144
1810
1827
1844
5136
1840
1835
5125 5177
1817
1809
1811
1869
1868
1921
1843
1801
1836
1880 1861
1816 5104
1851
1 5112
1812
1824 1843
1844
5124 1929
1900 1864 1833
1861
1939
1850
1941
1868
1929
1848
5200
1928 1857
5328
1908
1920
1902
1907 5324 1940
1865
5332
1939
1952
1945
1849
1933
1941 2030 1914
1920 1901
1926
1934
1975
1960
1962
1972
1937
1951
2040
1991
1917
1985
1990
1993
1965
1976
1994
5391
1960
1964
1956
1953
2000
1980
1979
1997
5216
1953
1977
1940
1992
1932 1913
1961
1948
1945
1982
1972
5230
2100
2012
1841
B
1840
5116
5119
5201
5320
5336
1852
5161
A
5108
1941
1939
1931
1912
1816
1810
1805
1935
1809
5340
5350
1832 2
3 1
2 3
5332
1 3
4 5
1810
A
B
A
B
1 2 3 4
1 2 3 4
1 2 3 4
A B
C
D
1860
A
B
A B
C D
1 2
3 1
2 3
1 2
3 1
2 3
1 2 3
1 2
3 A-F
1 24
2 3
4-7
8-11
18-22
15-17
23 13
12 1
2 3
4 5
Valley
Ridge
Apts
5160
1811
5499
MU
URH-B
PF
URH-B
MU
URH-A
URH-A
URH-B
PF
UR
Reclassify from C
(Commercial) to
MU (Mixed-Use)
C
C
SHASTA ST
CASCADE BLVD
PARALLEL ST
SHASTA DAM BLVD
JOSEPH ST
SECOND ST
SB 5 FWY
FORT PECK ST
BONNEVILLE ST
SB 5 ON
THIRD ST
MORNING STAR WAY
NB 5 OFF
NB 5 FWY
I MAP PRODUCED:
AUGUST 18, 2025
0 100 200
Feet
PROPOSED GENERAL PLAN MAP
VARIOUS PARCELS
P:\\GIS\GeneralPlan2040\GPLUC_CascadeBlvd_ProposedGeneralPlan_8.5x11P.aprx !"^$
Parcel Boundary (AP#
007-260-022)
General Plan Land-Use
Boundary
SEE LIST OF AP #'s
ATTACHED EXHIBIT B4
49 4499
4477
4512 4522
4420
4324
4460
4336 4608 4624
4340
1641
4590
4610
1643
1665
4417
4455
1628
4439
4421
4337
1683
4533
4429
1650 4433 4329
4632
4412
4566
4653
4520
4336
4450
1721
4400
1706
4648
4324
4436
4428
4456
4536
4409
4657
4425 4553
4605
4333 1264
4401 4525 4561
4545 4511
4453 4465 4369
4550 4348 4332 1300
4604
4556 4626 4636
4617
4488
4365 4627 1332
4341 4515
4533
4353 4509 4625
4334
4532 4326 4508 4518
4624
4340 4526
1424
4620 4608
1442
4621
4341 1490
4553 4625 4333 4561
4525 4357 4533 4605 4645
4617
4348 4532 4550
4444
1525
4524
4464
4340 1500
1512 4454
1512
4446
1501
1520
4445
1529 1528 A
4401
4523 4531
4441
4539
4357
4425
1608
4525 1621
4645
1329
1501
4571
4632
4654 4672
1340
1341
1400
1324
1509
4332
4344
4325
4416 4420
4442
4440
4635 4649
4543
4525
4520 4532 4544
4644 4680
4356
4333
4352
1414
4432 4332
4424
4621
4680
4371 4375
4447
1 2 3 4 5 6 7 8
A
B
C
B
1544 1 2
3 1 2
3 1 2
3 4659
4656
4605
4601
4633
4617
4640
4644
4650
4625
4325
1/2
Bldg A
Bldg B
4455
4635
101-104
201-204
301-304
105-108
205-208
305-308
109-112
209-212
309-312
4639
1325
CABELLO ST
MCCONNELL AVE
STANTON DR
CHICO ST
MEADE ST
CHICO ST
MEDIAN AVE
HARDENBROOK AVE
BOUDREAU
RED BLUFF ST
FRONT ST
SHASTA DAM BLVD
MAIN ST
Reclassify from UR
(Urban Residential) to
VMU (Village Mixed-Use)
UR
VMU
UR
PF
NP
PF
PF
PF
NP
UR
I MAP PRODUCED:
AUGUST 18, 2025
0 100 200
Feet
PROPOSED GENERAL PLAN MAP
VARIOUS PARCELS
P:\\GIS\GeneralPlan2040\GPLUC_MainSt_ProposedGeneralPlan_8.5x11P.aprx Aý
General Plan Land-Use
Boundary
SEE LIST OF AP #'s
ATTACHED EXHIBIT B5
50 1912 1869 5124
1901
1929
1900 1864
1861
1939 1900 1916 1921 1850
1941
1868
1929
5200
1940
1928
1928
5328
1908
1920
1902
1907 5324 1940
5332
1939
1952
1945
1945
5060
1933
1940
1933
1941 2030 1914
1920
1926
2004
2029
1934
1975
1960
2028
2041
2012
1962
1972
2023
2013
1951
2040
2001
2049
2015 1991
2019
1985
2048
1990
1993
1965
2040
1976
1994
2064
5391
1960
1964
2072
1956
2057
1953
2000
1980
1979
2013
1997 2069
5216
1953
1977
1940
1992
2025
1932
1961
2011
2056
4904
1948
1945
2005
2013
1982
1972
4905
5230
5316
2020
2100
4912
2012
2035
2014
2019
2109
2017 2048
2023
2015
2128
2025
2031
2150
2078
2061
2145 2136
2056
2131
2096 2135
2089
2033
2080
2130
2081
2067
2068
2144
2075
2060
2121
2152
2141
2051
2059
2083
5225
4957
2092
2148 2147
2107
2119
4965
2158
2123
4945
2198 5020
2169
2124
2104
2036
2104
2120 2121
1970
2104
2153
2101
4905
5002
4950
2159
5031
5230
5336
1939
1931
1912
1935
2201
2112
1 2
3 A B
C
D
1 2 3
1 2
1 2
1 2
1 2
1 2
1 24
2 3
4-7
8-11
18-22
15-17
23 13
12 1
2 3
1 2 3
1 2
3 1
3 2
2 1
3 1
2 3
1 2
1 3
2 3
1 2
3 1
2 3
1 2 3
1 1 2 2 3
1 2
1 2 3
1 2
3 4
5 1-38
Valley
Ridge
Apts
GRAND COULEE BLVD
JOSEPH ST
PARKER ST
ELIZABETH AVE
ROSAMOND AV
PARALLEL ST
BONNEVILLE ST
WASHINGTON AVE
ELLIOTT ST
SHASTA ST
BONNEVILLE ST
BOULDER ST
THIRD ST
MORNING STAR WAY
CASCADE BLVD
OREGON AVE
GRAND COULEE BLVD
UR
MU
URH-B
MU
URH-A
URH-A
UR
Reclassify from C
(Commercial) to
MU (Mixed-Use)
URH-A
URH-B
URH-B
I MAP PRODUCED:
AUGUST 18, 2025
0 100 200
Feet
PROPOSED GENERAL PLAN MAP
VARIOUS PARCELS
P:\\GIS\GeneralPlan2040\GPLUC_MorningstarWay_MixedUse_ProposedGeneralPlan_8.5x11P.aprx General Plan Land-Use
Boundary
Parcel Boundary (AP#
007-260-022)
SEE LIST OF AP #'s
ATTACHED EXHIBIT B6
51 909
800
654
949
840
790
750
637
760
640
636
693 664
641
670
831
657
670
744
748
720
742
740
667
665
730
836
916
640
741
837
840
650
717
745
655
741
910
933
928
751
873
943
928
841
929
941
940 941
952
953
1054
4740
5026
5008
1010
5009
1000
5025
1041
1153
1124
1044
5018
5046
5019
5035
5020
5033
5034
5045
4680
5036
1055
5012
1103
1115
1123
1008 1009
1137 1024 1025
1020 1136
1149
1031
1150 1159
1112 1100
1133
1163
4741
1116
1182
1117
1129
1183
1141
1171
1128
1201
805
1021
1045
1101
1044
1032
739
WASHINGTON AVE
PENSACOLA ST
NICOLE DR
TANYA LN
MUSSEL SHOALS AVE
EUGENE AVE
KEVIN LN
BOCA ST
ARROWROCK ST
Reclassify from UR
(Urban Residential) to
SR (Suburban Residential)
SR
UR
I MAP PRODUCED:
AUGUST 22, 2025
0 100 200
Feet
PROPOSED GENERAL PLAN MAP
AP# 005-620-030, -31, -32
P:\\GIS\GeneralPlan2040\GPLUC_MusselShoalsAve_SuburbanResidential_ProposedGeneralPlan_8.5x11P.aprx General Plan Land-Use
Boundary
SEE LIST OF AP #'s
ATTACHED EXHIBIT B7
52 P:\\GIS\Planning\ZoningMap_Citywide_11x17P.arpx
SHASTA DAM BLVD
PINE GROVE AVE
AKRICH ST
C
AS
CADE BLVD
ASHBY RD
MUSSEL SHOALS AVE
OASIS RD
FLANAGAN RD
L
A
KE B
LVD
L
A
K
E
B
LV
D
CITY OF
REDDING
Sphere of Influence
I
RE
PF
MU
MGS-PD
OS
RR-5
UR-1-PD
L-I
SR-1-PD
SR-1
RR-2
UR-2
SR-2
UR-1
RE
PF
RE
SR-1
SR-2
SR-1-PD
UR-1-PD
SR-2
VMU
MU
SR-2
SR-2
SR-1
SR-2
UR-1
RR-5
RR-2
UR-2
RE
PF
PF
UR-1
VC-PD
VC
L-I
VC
UR-1
HC
RR-2
MU
RE
UR-1
SR-2
RR-5
RR-2
I
SGIP-PD
PF
PF
PF
SR-1
SR-1
UR-2
RR-2 UR
SR-2
MU
UR-2
SR-1
SR-1
SR-1-PD
GC
UR
PF
SR-1
SR-1-PD
GC
Esri
Map Produced: May 6, 2026
0 I
0.5 Miles
1" = 2000' (11"x17" Print Size)
City of Shasta Lake, CA
Zoning
§¨¦5
!
Shasta
Lake, CA
!"^$
Zoning Districts of the Shasta Lake Municipal Code,
Title 17: Zoning Code: Current zoning districts for
the City of Shasta Lake in conformity with the City's
General Plan guides development throughout the City.
The map is intended as a general reference only and
zoning designations should always be verified.
Public Facility (PF)
Open Space (OS)
Industrial (I)
Light Industrial (L-I)
Village Mixed-Use (VMU)
Mixed-Use (MU)
Visitor Commercial (VC)
Heavy Commercial (HC)
General Commercial (GC)
Urban Residential (UR-3)
Urban Residential (UR-2)
Urban Residential (UR-1)
Suburban Residential (SR-2)
Suburban Residential (SR-1)
Residential Estate (RE)
Rural Residential (RR-2)
Rural Residential (RR-5)
Zone District
15-30 units per acre
10-20 units per acre
6-12 units per acre
3-6 units per acre
0-3 units per acre
1 unit per acre
1 unit per 2 acres
1 unit per 5 acres
Residential Commercial/Mixed Use
Industrial/Manufacturing
Special Purpose
-PD Planned Development (PD)
Sphere of Influence
(SOI)
City of Shasta Lake
(10.8 sq mi)
Parcel Boundary
PC CZO RESOLUTION EXHIBIT D
53 54
Report and Recommendations 8.1 Reviewed and Approved
City Manager
AGENDA ITEM
City Council
TO:
FROM:
DATE:
SUBJECT:
FILE NO.:
Mayor and City Council Members
Will Bond, Public Works Director/City Engineer
September 1, 2026
ACCEPTANCE OF THE CITY OF SHASTA LAKE 2026-2036
WASTEWATER MASTER PLAN
W-090-921-502
RECOMMENDATION
Staff requests that the City Council accept the City of Shasta Lake 2026-2036 Wastewater Master Plan as complete.
BACKGROUND:
The 2026-2036 Wastewater Master Plan (WWMP) provides the City of Shasta Lake with a comprehensive plan for the development of its wastewater infrastructure to meet both the short-term and long-term growth of the City.
In April 2025, the City contracted with PACE Engineering, Inc. (PEI) via the City’s OnCall Professional Services List to complete the WWMP. For the past 16 months, PEI has worked with City staff to analyze the existing collection system and lift stations, and has completed a 10-year Master Plan that includes evaluation of the existing conditions, recommendations for future improvements based on General Plan projections, and an itemized Capital Improvement Program (CIP). The Final Draft version of the WWMP was uploaded to the City’s website, and the link was provided to the City Council for review (https://www.cityofshastalake.gov/1105/Documents)
On July 27, 2026, the 90% draft WWMP was presented to the Public Facilities Committee for review. Comments received at that meeting resulted in the following changes being made to the document:
55 • Existing linear footage of gravity pipeline categories was adjusted from 4” to 12” / 12” to 21” diameters to 4” to 10” / 12” to 21” diameters to avoid overlap. • Existing linear footage of force main pipeline was adjusted to 24,500 LF. • The 10-year projected ADWF was mistakenly stated as 0.651 MGD on page 10 of the WWMP; this was corrected to 0.625 MGD.
• The CIP referred to the LS 3 and LS 5 Force Main Project as a “rehabilitation” project; this has been corrected to a “replacement” project, which is how it is referred to in the body of the WWMP.
• Private gravity and force mains have been color-coded on the display plates.
FISCAL IMPACTS
The WWMP CIP estimates the cost of near-term (5-year) recommended improvements at $9.21M and intermediate-term improvements (10-year) at $42.99M. It is hoped that some of these costs will be funded by grant programs.
ATTACHMENTS
Resolution
2026-2026 Draft WWMP https://www.cityofshastalake.gov/1105/Documents DISTRIBUTION:
City Council
56 RESOLUTION CC 2026-XX
______________________________________________________________________
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SHASTA LAKE ACCEPTING THE CITY OF SHASTA LAKE 2026-2036
WASTEWATER MASTER PLAN
______________________________________________________________________ WHEREAS, the City engaged Pace Engineering, Inc. to complete the 2026-2036 Wastewater Master Plan; and
WHEREAS, Pace Engineering, Inc. has completed the work and has presented the findings of the Plan and the Capital Improvement Plan to the City; and WHEREAS, the 2026-2036 Wastewater Master Plan is now complete and substantially conforms to the goals of the project.
NOW, THEREFORE, BE IT RESOLVED THAT the City of Shasta Lake City Council hereby accepts the City of Shasta Lake 2026-2036 Wastewater Master Plan as substantially complete;
PASSED, APPROVED, AND ADOPTED this 1st day of September, 2026, by the following vote:
AYES:
NOES:
ABSENT:
_______________________________
JUSTIN JONES, Mayor
ATTEST:
____________________________
CHARITY TATLOW, CMC
City Clerk
57 58
Report and Recommendations 8.2 Reviewed and Approved
City Manager
AGENDA ITEM
City Council
TO: Mayor and City Council Members
FROM: Jessaca Lugo, City Manager
DATE: September 1, 2026
SUBJECT: DISCUSSION AND CONSIDERATION OF A RESOLUTION
APPROVING THE PURCHASE OF REAL PROPERTY LOCATED
ON SIOUX DRIVE, APN 075-430-024
FILE NO.: “New”
RECOMMENDATION
Staff recommends that the City Council:
1. Adopt a Resolution approving the purchase of real property located on Sioux Drive, APN 075-430-024, for a purchase price of $190,000, subject to the terms and conditions of the Purchase and Sale Agreement and satisfactory completion of the City's environmental due diligence;
2. Authorize the City Manager to execute the Purchase and Sale Agreement and all documents necessary to complete the transaction; and
3. Approve the transfer of the previously authorized $300,000 supplemental appropriation from FY 2026 to FY 2027 for the property acquisition and associated costs.
BACKGROUND
The City has been in discussions with the property owner regarding the acquisition of vacant property located on Sioux Drive, identified as APN 075-430-024. The City's purpose in acquiring the property is to secure the site for future development as a City park. Acquisition of the property will allow the City to preserve the site for public use and provide an opportunity for future planning and development of additional park and recreational amenities for the community. No funding has been allocated for park development.
59 Funding for the acquisition was initially approved by the City Council in the FY 2026 budget. Because the acquisition was not completed during that fiscal year, staff is requesting that the previously approved $300,000 allocation be moved to FY 2027. The funding will be used for the property acquisition, parcel map, property line adjustment, and associated transaction and due diligence costs.
Following negotiations with the property owner, the parties have reached an agreement on the terms associated with the proposed purchase. The seller originally requested a purchase price of $200,000. As negotiations progressed, the seller agreed to reduce the purchase price to $190,000. The $10,000 reduction is intended to help offset the City's costs associated with the parcel map and related lot line adjustments required as part of the transaction.
The City will purchase the property through a lump-sum payment at the close of escrow.
As part of the transaction, the City has agreed to complete certain parcel creation and lot line adjustment work involving property that will remain with the seller. APN 075-430-023 will be divided into two separate parcels, along with the associated lot line adjustments.
The City estimates that preparation of the parcel map and related lot line adjustment work will not exceed approximately $30,000. The City will also be responsible for the required environmental review and processing of the parcel map through the Planning Commission and City Council.
The negotiated terms also provide for two residential water services to be installed prior to the close of escrow. Additionally, two existing wastewater assessments will remain with APN 075-430-023 and/or the resulting parcels created from APN 075-430-023.
The City will be responsible for costs associated with title, realtor fees, escrow, parcel creation, and the agreed-upon lot line adjustments. Because of the additional work necessary to complete the parcel map, environmental review, and required approvals, staff anticipates an escrow period of approximately six months.
As part of the City's due diligence, a Phase I Environmental Site Assessment (ESA) was completed for the property. The Phase I ESA identified both a Historic Recognized Environmental Condition (HREC) and a current Recognized Environmental Condition (REC).
A former underground storage tank was removed from the property in 2008.
Contaminated soil identified during a subsequent 2009 investigation was excavated and properly disposed of. The consultant considers this condition to be a historic environmental condition that has been addressed.
The Phase I ESA also identified current environmental concerns, including rusted and leaking 55-gallon drums with unknown contents, stained soil with petroleum odors, abandoned vehicles, tires, and other debris.
The seller has agreed to remove all vehicles, containers containing liquids, drums, and materials that could reasonably be considered hazardous waste or hazardous waste containers prior to the close of escrow. Any remaining non-hazardous materials will become the responsibility of the City unless otherwise agreed upon by the parties. 60 Acquisition of APN 075-430-024 represents an opportunity for the City to secure property for a future City park while the property is available. Staff recommends proceeding with the acquisition subject to completion of the parcel work, environmental due diligence, property cleanup, and other conditions contained in the Purchase and Sale Agreement.
FISCAL IMPACTS
The City Council previously approved a $300,000 in FY 2026 in P&FCC funding for the proposed property acquisition. Because the acquisition was not completed during FY 2026, staff is requesting that the $300,000 allocation be transferred to FY 2027.
Park, Plant, and Facilities Capacity (P&FCC) 214-340-6276 – Windsor Neighborhood Park $300,000
ATTACHMENTS
Resolution
Property Location Map
Purchase Agreement
DISTRIBUTION
City Council
Finance Director
61 RESOLUTION CC 2026-XX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SHASTA LAKE
APPROVING THE PURCHASE OF REAL PROPERTY LOCATED ON SIOUX DRIVE, APN 075-430-024, AND AUTHORIZING A SUPPLEMENTAL APPROPRIATION WHEREAS, the City of Shasta Lake desires to acquire real property located on Sioux Drive, identified as APN 075-430-024 ("Property"), for future development as a City park; and
WHEREAS, the City and property owner have negotiated a purchase price of One Hundred Ninety Thousand Dollars ($190,000), together with certain terms related to parcel creation, lot line adjustments, utility services, realtor fees, property cleanup, and other costs associated with the transaction; and
WHEREAS, the City has completed a Phase I Environmental Site Assessment; and WHEREAS, the City Council previously approved $300,000 in funding for the acquisition and associated costs in FY 2026, and staff recommends moving the appropriation to FY 2027.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Shasta Lake as follows:
Section 1. The City Council approves the purchase of APN 075-430-024 for $190,000, subject to the terms and conditions of the Purchase and Sale Agreement.
Section 2. The City Council authorizes a $300,000 supplemental appropriation in FY 2027 for the property purchase and associated acquisition, environmental, parcel creation, title, escrow, utility, and related costs.
Section 3. The City Manager is authorized to execute the Purchase and Sale Agreement and all related documents necessary to complete the acquisition, subject to approval as to form by the City Attorney. The City Manager is further authorized to approve minor or administrative modifications that do not materially increase the City's financial obligations or alter the terms approved by the City Council.
PASSED, APPROVED, AND ADOPTED this 1st day of September, 2026, by the following vote:
AYES:
NOES:
ABSENT:
62 _______________________________
JUSTIN JONES, Mayor
ATTEST:
____________________________
CHARITY TATLOW, CMC
City Clerk
63 Legend
Property of Interest
Parcel Line
Adjustment (PLA)
Parcel Map, Split
Parcel
PLA, 10-Feet to North
Property
20% + Slope Area
15-19.9% Slope Area
Existing City Easement
(20-feet wide)
Adjacent Parcels
Drainage Channel
The property boundaries are for informational purposes and have not have been prepared for legal purposes.
LOCATION MAP
DURYEE 1988 TRUST (AP# 075-430-024)
3073 SIOUX DR
AP# 075-430-024
6.71 ACRES ~
ADJUSTED
TRINITY ST
SIOUX DR
CRYSTAL ST
WEST ST
CASCADE BLVD
AUTUMN HARVEST WAY
IMPRESSION WAY
Existing
City-Owned
Property
1.71 Acres ~
0.59 Acres ~
90-feet
0 I
100 200
Feet
Map Produced: August 25, 2026
Project Location
LAKE BLVD
City Limit
Aý §¨¦5
• Only the property on the
east side of Sioux Drive.
• Install two water services
on the west side of Sioux Dr.
• Two sewer assessments to stay
with the west side property.
• All necessary title work and/or
mapping to be done at
no cost to the Trust.
• Seller will remove the
vehicles and liquid drums.
64 DISCLOSURE REGARDING
REAL ESTATE AGENCY RELATIONSHIP
(As required by the Civil Code)
(C.A.R. Form AD, Revised 12/24)
(If checked) This form is being provided in connection with a transaction for a leasehold interest exceeding one year as per Civil Code §§ 2079.13(j), (k), and (l).
When you enter into a discussion with a real estate agent regarding a real estate transaction, you should from the outset understand what type of agency relationship or representation you wish to have with the agent in the transaction.
SELLER'S AGENT
A Seller's agent under a listing agreement with the Seller acts as the agent for the Seller only. A Seller's agent or a subagent of that agent has the following affirmative obligations:
To the Seller: A Fiduciary duty of utmost care, integrity, honesty and loyalty in dealings with the Seller.
To the Buyer and the Seller:
(a) Diligent exercise of reasonable skill and care in performance of the agent's duties. (b) A duty of honest and fair dealing and good faith.
(c) A duty to disclose all facts known to the agent materially affecting the value or desirability of the property that are not known to, or within the diligent attention and observation of, the parties. An agent is not obligated to reveal to either party any confidential information obtained from the other party that does not involve the affirmative duties set forth above.
BUYER'S AGENT
A Buyer's agent can, with a Buyer's consent, agree to act as agent for the Buyer only. This includes a Buyer's agent under a buyer-broker representation agreement with the Buyer. In these situations, the agent is not the Seller's agent, even if by agreement the agent may receive compensation for services rendered, either in full or in part from the Seller. An agent acting only for a Buyer has the following affirmative obligations:
To the Buyer: A fiduciary duty of utmost care, integrity, honesty and loyalty in dealings with the Buyer.
To the Buyer and the Seller:
(a) Diligent exercise of reasonable skill and care in performance of the agent's duties. (b) A duty of honest and fair dealing and good faith.
(c) A duty to disclose all facts known to the agent materially affecting the value or desirability of the property that are not known to, or within the diligent attention and observation of, the parties. An agent is not obligated to reveal to either party any confidential information obtained from the other party that does not involve the affirmative duties set forth above.
AGENT REPRESENTING BOTH SELLER AND BUYER
A real estate agent, either acting directly or through one or more salespersons and broker associates, can legally be the agent of both the Seller and the Buyer in a transaction, but only with the knowledge and consent of both the Seller and the Buyer.
In a dual agency situation, the agent has the following affirmative obligations to both the Seller and the Buyer:
(a) A fiduciary duty of utmost care, integrity, honesty and loyalty in the dealings with either the Seller or the Buyer. (b) Other duties to the Seller and the Buyer as stated above in their respective sections.
In representing both Seller and Buyer, a dual agent may not, without the express permission of the respective party, disclose to the other party confidential information, including, but not limited to, facts relating to either the Buyer's or Seller's financial position, motivations, bargaining position, or other personal information that may impact price, including the Seller's willingness to accept a price less than the listing price or the Buyer's willingness to pay a price greater than the price offered.
SELLER AND BUYER RESPONSIBILITIES
Either the purchase agreement or a separate document will contain a confirmation of which agent is representing you and whether that agent is representing you exclusively in the transaction or acting as a dual agent. Please pay attention to that confirmation to make sure it accurately reflects your understanding of your agent's role.
The above duties of the agent in a real estate transaction do not relieve a Seller or Buyer from the responsibility to protect their own interests. You should carefully read all agreements to assure that they adequately express your understanding of the transaction. A real estate agent is a person qualified to advise about real estate. If legal or tax advice is desired, consult a competent professional.
If you are a Buyer, you have the duty to exercise reasonable care to protect yourself, including as to those facts about the property which are known to you or within your diligent attention and observation.
Both Sellers and Buyers should strongly consider obtaining tax advice from a competent professional because the federal and state tax consequences of a transaction can be complex and subject to change.
Throughout your real property transaction you may receive more than one disclosure form, depending upon the number of agents assisting in the transaction. The law requires each agent with whom you have more than a casual relationship to present you with this disclosure form. You should read its contents each time it is presented to you, considering the relationship between you and the real estate agent in your specific transaction. This disclosure form includes the provisions of §§ 2079.13 to 2079.24, inclusive, of the Civil Code set forth on page 2. Read it carefully.
Note: Real estate broker commissions are not set by law and are fully negotiable.
I/WE ACKNOWLEDGE RECEIPT OF A COPY OF THIS DISCLOSURE AND THE PORTIONS OF THE CIVIL CODE PRINTED ON THE SECOND PAGE.
Buyer Seller Landlord Tenant Date
Buyer Seller Landlord Tenant Date
Agent DRE Lic. #
Real Estate Broker (Firm)
By DRE Lic. # Date
(Salesperson or Broker-Associate, if any)
AD REVISED 12/24 (PAGE 1 OF 2)
DISCLOSURE REGARDING REAL ESTATE AGENCY RELATIONSHIP (AD PAGE 1 OF 2) Phone: Fax:
Produced with Lone Wolf Transactions (zipForm Edition) 717 N Harwood St, Suite 2200, Dallas, TX 75201 www.lwolf.com X City Of Shasta Lake A Municipal
RELEVANT REAL ESTATE 01161168
Dustin Foster 01709563
RELEVANT REAL ESTATE, 2789 Bechelli Lane Redding CA 96002 5305157186 sioux Dustin Foster
Authentisign ID: 33093759-0CA0-F111-9B33-000D3A4FF82A
65 CIVIL §§ 2079.13 - 2079.24 (2079.16 APPEARS ON THE FRONT) 2079.13. As used in this section and §§ 2079.7 and 2079.14 to 2079.24, inclusive, the following terms have the following meanings:
(a) “Agent” means a person acting under provisions of Title 9 (commencing with § 2295) in a real property transaction, and includes a person who is licensed as a real estate broker under Chapter 3 (commencing with § 10130) of Part 1 of Division 4 of the Business and Professions Code, and under whose license a listing is executed or an offer to purchase is obtained. The agent in the real property transaction bears responsibility for that agent's salespersons or broker associates who perform as agents of the agent. When a salesperson or broker associate owes a duty to any principal, or to any buyer or seller who is not a principal, in a real property transaction, that duty is equivalent to the duty owed to that party by the broker for whom the salesperson or broker associate functions. (b) “Buyer” means a transferee in a real property transaction, and includes a person who executes an offer to purchase real property from a seller through an agent, or who seeks the services of an agent in more than a casual, transitory, or preliminary manner, with the object of entering into a real property transaction. “Buyer” includes a vendee or lessee of real property. (c) “Commercial real property” means all real property in the state, except (1) single-family residential real property, (2) dwelling units made subject to Chapter 2 (commencing with § 1940) of Title 5, (3) a mobilehome, as defined in § 798.3, (4) vacant land, or (5) a recreational vehicle, as defined in § 799.29. (d) “Dual agent” means an agent acting, either directly or through a salesperson or broker associate, as agent for both the seller and the buyer in a real property transaction. (e) “Listing agreement” means a written contract between a seller of real property and an agent, by which the agent has been authorized to sell the real property or to find or obtain a buyer, including rendering other services for which a real estate license is required to the seller pursuant to the terms of the agreement. (f) “Seller's agent” means a person who has obtained a listing of real property to act as an agent for compensation. (g) “Listing price” is the amount expressed in dollars specified in the listing for which the seller is willing to sell the real property through the seller's agent. (h) “Offering price” is the amount expressed in dollars specified in an offer to purchase for which the buyer is willing to buy the real property. (i) “Offer to purchase” means a written contract executed by a buyer acting through a buyer's agent that becomes the contract for the sale of the real property upon acceptance by the seller. (j) “Real property” means any estate specified by subdivision (1) or (2) of § 761 in property, and includes (1) single-family residential property, (2) multiunit residential property with more than four dwelling units, (3) commercial real property, (4) vacant land, (5) a ground lease coupled with improvements, or (6) a manufactured home as defined in § 18007 of the Health and Safety Code, or a mobilehome as defined in § 18008 of the Health and Safety Code, when offered for sale or sold through an agent pursuant to the authority contained in § 10131.6 of the Business and Professions Code. (k) “Real property transaction” means a transaction for the sale of real property in which an agent is retained by a buyer, seller, or both a buyer and seller to act in that transaction, and includes a listing or an offer to purchase. (l) “Single-family residential property” or “single-family residential real property” means any of the following: (1) Real property improved with one to four dwelling units, including a leasehold exceeding one year's duration. (2) A unit in a residential stock cooperative, condominium, or planned unit development. (3) A mobilehome or manufactured home when offered for sale or sold through a real estate broker pursuant to § 10131.6 of the Business and Professions Code. (m) “Sell,” “sale,” or “sold” refers to a transaction for the transfer of real property from the seller to the buyer and includes exchanges of real property between the seller and buyer, transactions for the creation of a real property sales contract within the meaning of § 2985, and transactions for the creation of a leasehold exceeding one year's duration. (n) “Seller” means the transferor in a real property transaction and includes an owner who lists real property with an agent, whether or not a transfer results, or who receives an offer to purchase real property of which he or she is the owner from an agent on behalf of another. “Seller” includes both a vendor and a lessor of real property. (o) “Buyer's agent” means an agent who represents a buyer in a real property transaction. (p) “Buyer-broker representation agreement” means a written contract between a buyer of real property and a buyer's agent by which the buyer's agent has been authorized by the buyer to provide services set forth in subdivision (a) of § 10131 of the Business and Professions Code for or on behalf of the buyer for which a real estate license is required pursuant to the terms of the contract. 2079.14. (a) A copy of the disclosure form specified in § 2079.16 shall be provided in a real property transaction as follows: (1) The seller's agent, if any, shall provide the disclosure form to the seller before entering into a listing agreement. (2) The buyer's agent shall provide the disclosure to the buyer as soon as practicable before the execution of a buyer-broker representation agreement and execution of the buyer's offer to purchase. If the offer to purchase is not prepared by the buyer's agent, the buyer's agent shall present the disclosure form to the buyer not later than the next business day after receiving the offer to purchase from the buyer. (b) The agent providing the disclosure form specified in § 2079.16 shall obtain a signed acknowledgement of receipt from the buyer or seller except as provided in § 2079.15. 2079.15. In any circumstance in which the seller or buyer refuses to sign an acknowledgment of receipt pursuant to § 2079.14, the agent shall set forth, sign, and date a written declaration of the facts of the refusal. 2079.16 Reproduced on Page 1 of this AD form.
2079.17(a) As soon as practicable, the buyer's agent shall disclose to the buyer and seller whether the agent is acting in the real property transaction as the buyer's agent, or as a dual agent representing both the buyer and the seller. This relationship shall be confirmed in the contract to purchase and sell real property or in a separate writing executed or acknowledged by the seller, the buyer, and the buyer's agent prior to or coincident with execution of that contract by the buyer and the seller, respectively. (b) As soon as practicable, the seller's agent shall disclose to the seller whether the seller's agent is acting in the real property transaction as the seller's agent, or as a dual agent representing both the buyer and seller. This relationship shall be confirmed in the contract to purchase and sell real property or in a separate writing executed or acknowledged by the seller and the seller's agent prior to or coincident with the execution of that contract by the seller. (c) The confirmation required by subdivisions (a) and (b) shall be in the following form:
Seller's Brokerage Firm DO NOT COMPLETE. SAMPLE ONLY License Number ______________ Is the broker of (check one): the seller; or both the buyer and seller. (dual agent) Seller's Agent DO NOT COMPLETE. SAMPLE ONLY License Number ______________ Is (check one): the Seller's Agent. (salesperson or broker associate) both the Buyer's and Seller's Agent. (dual agent) Buyer's Brokerage Firm DO NOT COMPLETE. SAMPLE ONLY License Number ______________ Is the broker of (check one): the buyer; or both the buyer and seller. (dual agent) Buyer's Agent DO NOT COMPLETE. SAMPLE ONLY License Number ______________ Is (check one): the Buyer's Agent. (salesperson or broker associate) both the Buyer's and Seller's Agent. (dual agent) (d) The disclosures and confirmation required by this section shall be in addition to the disclosure required by § 2079.14. An agent's duty to provide disclosure and confirmation of representation in this section may be performed by a real estate salesperson or broker associate affiliated with that broker. 2079.18 (Repealed pursuant to AB-1289)
2079.19 The payment of compensation or the obligation to pay compensation to an agent by the seller or buyer is not necessarily determinative of a particular agency relationship between an agent and the seller or buyer. A listing agent and a selling agent may agree to share any compensation or commission paid, or any right to any compensation or commission for which an obligation arises as the result of a real estate transaction, and the terms of any such agreement shall not necessarily be determinative of a particular relationship. 2079.20 Nothing in this article prevents an agent from selecting, as a condition of the agent's employment, a specific form of agency relationship not specifically prohibited by this article if the requirements of § 2079.14 and § 2079.17 are complied with. 2079.21 (a) A dual agent may not, without the express permission of the seller, disclose to the buyer any confidential information obtained from the seller. (b) A dual agent may not, without the express permission of the buyer, disclose to the seller any confidential information obtained from the buyer. (c) “Confidential information” means facts relating to the client's financial position, motivations, bargaining position, or other personal information that may impact price, such as the seller is willing to accept a price less than the listing price or the buyer is willing to pay a price greater than the price offered. (d) This section does not alter in any way the duty or responsibility of a dual agent to any principal with respect to confidential information other than price. 2079.22 Nothing in this article precludes a seller's agent from also being a buyer's agent. If a seller or buyer in a transaction chooses to not be represented by an agent, that does not, of itself, make that agent a dual agent. 2079.23 (a) A contract between the principal and agent may be modified or altered to change the agency relationship at any time before the performance of the act which is the object of the agency with the written consent of the parties to the agency relationship. (b) A lender or an auction company retained by a lender to control aspects of a transaction of real property subject to this part, including validating the sales price, shall not require, as a condition of receiving the lender's approval of the transaction, the homeowner or listing agent to defend or indemnify the lender or auction company from any liability alleged to result from the actions of the lender or auction company. Any clause, provision, covenant, or agreement purporting to impose an obligation to defend or indemnify a lender or an auction company in violation of this subdivision is against public policy, void, and unenforceable. 2079.24 Nothing in this article shall be construed to either diminish the duty of disclosure owed buyers and sellers by agents and their associate licensees, subagents, and employees or to relieve agents and their associate licensees, subagents, and employees from liability for their conduct in connection with acts governed by this article or for any breach of a fiduciary duty or a duty of disclosure.
Published and Distributed by: REAL ESTATE BUSINESS SERVICES, LLC. a subsidiary of the California Association of REALTORS® AD REVISED 12/24 (PAGE 2 OF 2)
DISCLOSURE REGARDING REAL ESTATE AGENCY RELATIONSHIP (AD PAGE 2 OF 2) Produced with Lone Wolf Transactions (zipForm Edition) 717 N Harwood St, Suite 2200, Dallas, TX 75201 www.lwolf.com sioux Authentisign ID: 33093759-0CA0-F111-9B33-000D3A4FF82A
66 VACANT LAND PURCHASE AGREEMENT AND JOINT ESCROW
INSTRUCTIONS
(C.A.R. FORM VLPA, Revised 6/26)
Date Prepared:
1. OFFER:
A. THIS IS AN OFFER FROM (“Buyer”).
Individual(s), A Corporation, A Partnership, An LLC, Other .
B. THE PROPERTY to be acquired is , situated
in (City), (County), California, (Zip Code),
Assessor's Parcel No(s). (“Property”).
Further Described As .
(Postal/Mailing address may be different from city jurisdiction. Buyer is advised to investigate.) C. THE TERMS OF THE PURCHASE ARE SPECIFIED BELOW AND ON THE FOLLOWING PAGES.
D. Buyer and Seller are referred to herein as the "Parties." Brokers and Agents are not Parties to this Agreement.
2. AGENCY:
A. DISCLOSURE: The Parties each acknowledge receipt of a “Disclosure Regarding Real Estate Agency Relationship” (C.A.R.
Form AD) if represented by a real estate licensee. Buyer's Agent is not legally required to give to Seller's Agent the AD form Signed by Buyer. Seller's Agent is not legally obligated to give to Buyer's Agent the AD form Signed by Seller.
B. CONFIRMATION: The following agency relationships are here confirmed for this transaction.
Seller's Brokerage Firm License Number
Is the broker of (check one): the Seller; or both the Buyer and Seller (Dual Agent).
Seller's Agent License Number
Is (check one): the Seller's Agent (Salesperson or broker associate); or both the Buyer's and Seller's Agent (Dual Agent).
Buyer's Brokerage Firm License Number
Is the broker of (check one): the Buyer; or both the Buyer and Seller (Dual Agent).
Buyer's Agent License Number
Is (check one): the Buyer's Agent (Salesperson or broker associate); or both the Buyer's and Seller's Agent (Dual Agent).
C. More than one Brokerage represents Seller, Buyer. See, Additional Broker Acknowledgement (C.A.R. Form ABA).
D. POTENTIALLY COMPETING BUYERS AND SELLERS: The Parties are advised to discuss with their Agent the broker's policy on dual agency and multiple representation of competing buyers and sellers.
3. TERMS OF PURCHASE AND ALLOCATION OF COSTS: The items in this paragraph are contractual terms of the Agreement.
Referenced paragraphs provide further explanation. This form is 17 pages. The Parties are advised to read all 17 pages.
Para # Paragraph Title or Contract Term Terms and Conditions Additional Terms A 5, 5B (cash) Purchase Price $ All Cash
B Close Of Escrow (COE) Days after Acceptance
OR on (date)
C 39A Expiration of Offer 3 calendar days after all Buyer Signature(s) or (date) at 5PM
or AM/ PM
D(1) 5A(1) Initial Deposit Amount $ ( % of purchase price) (% number above is for calculation purposes
and is not a contractual term)
within 3 (or ) business days
after Acceptance by wire transfer
OR
D(2) 5A(2) Increased Deposit See attached Increased Deposit Addendum (C.A.R. Form IDA) E(1) 5C(1) Loan Amount(s): First
Interest Rate
Points
$ ( % of purchase price)
Fixed rate or Initial adjustable rate
● not to exceed %
● Buyer to pay up to points to obtain
rate above
Conventional or, if checked,
Seller Financing (Form SFA
attached)
Assumed Financing
Subject To Financing
Other:
E(2) 5C(2) Additional Financed Amount
Interest Rate
Points
$ ( % of purchase price)
Fixed rate or Initial adjustable rate
● not to exceed %
● Buyer to pay up to points to obtain
rate above
Conventional or, if checked,
Seller Financing (Form SFA
attached)
Assumed Financing
Subject To Financing
Other:
E(3) 7A Intended Use Investment OR
F 5D Balance of Down Payment $
PURCHASE PRICE TOTAL $
G SELLER PAYMENT TO COVER BUYER EXPENSES AND COSTS
G(1) 5E Seller Credit to Buyer $ For closing costs
© 2026, California Association of REALTORS®, Inc.
VLPA REVISED 6/26 (PAGE 1 OF 17) Buyer's Initials / Seller's Initials / VACANT LAND PURCHASE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (VLPA PAGE 1 OF 17) Phone: Fax:
Produced with Lone Wolf Transactions (zipForm Edition) 717 N Harwood St, Suite 2200, Dallas, TX 75201 www.lwolf.com August 24, 2026
City Of Shasta Lake A Municipal Corporation
X
Sioux Dr Parcel 24
Shasta Lake City Shasta 96019
075-430-024
RELEVANT REAL ESTATE 01161168
X
Dustin Foster 01709563
X
RELEVANT REAL ESTATE 01161168
X
Dustin Foster 01709563
X
190,000.00 X
X 180
5,000.00 2.63
185,000.00
190,000.00
RELEVANT REAL ESTATE, 2789 Bechelli Lane Redding CA 96002 5305157186 sioux Dustin Foster
Authentisign ID: 33093759-0CA0-F111-9B33-000D3A4FF82A
67 Property Address: Date:
G(2) Other Seller Credits/Payments
(does not include buyer broker
compensation)
$ For:
$ For:
G(3) 21A Seller Payment for Buyer's
Obligation to compensate Buyer's
Broker
Seller agrees to pay to Buyer's Broker, out of the transaction proceeds, % of the final purchase price AND, if applicable $ OR,
if checked $ .
Para # Paragraph Title or Contract Term Terms and Conditions Additional Terms H(1) 5B Verification of All Cash (sufficient
funds)
Attached to the offer or 3 (or ) Days
after Acceptance
H(2) 6A Verification of Down Payment and
Closing Costs
Attached to the offer or 3 (or ) Days
after Acceptance
H(3) 6B Verification of Loan Application Attached to the offer or 3 (or ) Days after Acceptance
Prequalification Preapproval
Fully underwritten preapproval
I Intentionally Left Blank
J 19 Final Verification of Condition 5 (or ) Days prior to COE K 26 Assignment Request 17 (or ) Days after Acceptance
L CONTINGENCIES TIME TO REMOVE CONTINGENCIES CONTINGENCY REMOVED L(1) 8A Loan(s) 17 (or ) Days after Acceptance No loan contingency L(2) 8B Appraisal: Appraisal contingency based
upon appraised value at a minimum of:
(i) purchase price; OR
(ii) $ less than the
final purchase price ("Appraisal Gap").
17 (or ) Days after Acceptance No appraisal contingency Removal of appraisal contingency
does not eliminate appraisal
cancellation rights in FVAC.
L(3) 8C Purchase of Manufactured Home
Buyer has (or has not) entered
into contract to purchase a personal
property manufactured home
17 (or ) Days after Acceptance
Shall remain in effect until the Close Of Escrow
of the Property REMOVAL OR WAIVER OF
CONTINGENCY:
L(4) 8D Construction Loan Financing
A draw from the construction loan will
not (or will) be used to finance the
Property
17 (or ) Days after Acceptance
L(5) 8E, 15 Investigation of Property 17 (or ) Days after Acceptance Informational Access to Property 17 (or ) Days after Acceptance Buyer's right to access the Property for informational purposes only is NOT a contingency and does NOT create additional cancellation rights for Buyer.
L(6) 8F Insurance 17 (or ) Days after Acceptance CR-B attached L(7) 8G, 17A Review of Seller Documents 17 (or ) Days after Acceptance, or 5 Days after Delivery, whichever is later
L(8) 8H, 16A Preliminary ("Title") Report 17 (or ) Days after Acceptance or 5 Days after Delivery, whichever is later
L(9) 8I, 11E Common Interest Disclosures
Per Civil Code § 4525 or this
Agreement
17 (or ) Days after Acceptance or 5 Days
after Delivery, whichever is later
L(10) 8J, 9B(2) Review of leased or liened items
(E.g. solar panels or propane tanks)
17 (or ) Days after Acceptance, or 5 Days
after Delivery, whichever is later
L(11) 8M Sale of Buyer's Property
Sale of Buyer's property is not a
contingency, UNLESS checked here:
C.A.R. Form COP attached
Possession Time for Performance Additional Terms
M 3R Vacant Lot Delivery
Lease/tenant in place
Upon notice of recordation
On COE Date
Property to be delivered subject to
tenant rights, except
.
N Documents/Fees/Compliance Time for Performance
N(1) 17A Seller Delivery of Documents 7 (or ) Days after Acceptance N(2) 22B Sign and return Escrow Holder
General Provisions, Supplemental
Instructions
5 (or ) Days after receipt
N(3) 11E(2) Time to pay fees for ordering HOA
Documents
3 (or ) Days after Acceptance
N(4) 31 Evidence of representative authority 3 Days after Acceptance O Intentionally Left Blank
VLPA REVISED 6/26 (PAGE 2 OF 17) Buyer's Initials / Seller's Initials / VACANT LAND PURCHASE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (VLPA PAGE 2 OF 17) Produced with Lone Wolf Transactions (zipForm Edition) 717 N Harwood St, Suite 2200, Dallas, TX 75201 www.lwolf.com Sioux Dr Parcel 24, Shasta Lake City, 96019 August 24, 2026 X
X
sioux
Authentisign ID: 33093759-0CA0-F111-9B33-000D3A4FF82A
68 Property Address: Date:
P Items Included and Excluded
P(1) 9 Items Included - All items specified in Paragraph 9B are included and the following, if checked and existing:
. . .
P(2) 9 Excluded Items:
;
; ;
Q Allocation of Costs
Para # Item Description Who Pays (if Both is checked, cost to be split equally unless Otherwise Agreed)
Additional Terms
Q(1) Natural Hazard Zone Disclosure
Report, including tax information
Buyer Seller Both Environmental
Other
Provided by:
Q(2) 15B(1)(D) Environmental Survey (Phase I) Buyer Seller Both Q(3) 10 Gov't Point of Sale Requirements
Inspections and reports
Buyer Seller Both
Q(4) 22B Escrow Fees Buyer Seller Both
Each to pay their own fees
Escrow Holder:
Q(5) 16 Owner's title insurance policy Buyer Seller Both Title Company (If different from Escrow Holder):
Q(6) Buyer's Lender title insurance policy Buyer Unless Otherwise Agreed, Buyer shall purchase any title insurance
policy insuring Buyer's lender.
Q(7) County transfer tax, fees Buyer Seller Both
Q(8) City transfer tax, fees Buyer Seller Both
Q(9) 11E(2) HOA fee for preparing disclosures Seller
Q(10) HOA certification fee Buyer
Q(11) HOA transfer fees Buyer Seller Both Unless Otherwise Agreed, Seller shall pay for separate HOA moveout fee and Buyer shall pay for separate move-in fee. Applies if
separately billed or itemized with
cost in transfer fee.
Q(12) Private transfer fees Seller, or if checked, Buyer Both Q(13) 11G Septic, Well, Propane Tank, and/or
Property Boundaries (Survey)
See Septic, Well, Propane Tank, and Property
Boundaries Inspection and Allocation of Costs
Addendum (C.A.R. Form SWPI-C).
Q(14) (A) fees/costs
(B) fees/costs
Buyer Seller Both
Buyer Seller Both
R 12 Additional Tenancy Documents Income and Expense Statements Tenant Estoppel Certificate S OTHER TERMS:
4. PROPERTY ADDENDA AND ADVISORIES: (check all that apply) A. PROPERTY TYPE ADDENDA: This Agreement is subject to the terms contained in the Addenda checked below:
Probate Agreement Purchase Addendum (C.A.R. Form PA-PA) Residential Units Purchase Addendum (C.A.R. Form RU-PA) Other
B. OTHER ADDENDA (AND DISCLOSURES): This Agreement is subject to the terms contained in the Addenda checked below:
Addendum # (C.A.R. Form ADM) Short Sale Addendum (C.A.R. Form SSA) Back Up Offer Addendum (C.A.R. Form BUO) Court Confirmation Addendum (C.A.R. Form CCA) Assumed Financing Addendum (C.A.R. Form AFA)
Septic, Well, Propane Tank, and Property Boundaries Inspection and Allocation of Costs Addendum (C.A.R. Form SWPI-C) Buyer Intent to Exchange Addendum (C.A.R. Form BXA) Seller Intent to Exchange Addendum (C.A.R. Form SXA) Disclosure Regarding Real Estate Agency Relationships (C.A.R. Form AD) Other Other
VLPA REVISED 6/26 (PAGE 3 OF 17) Buyer's Initials / Seller's Initials / VACANT LAND PURCHASE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (VLPA PAGE 3 OF 17) Produced with Lone Wolf Transactions (zipForm Edition) 717 N Harwood St, Suite 2200, Dallas, TX 75201 www.lwolf.com Sioux Dr Parcel 24, Shasta Lake City, 96019 August 24, 2026 X X
X First American NHD
X
X 100% Placer Title,
Norma Chicoine
X 100%
Placer Title,
Norma Chicoine
X
Buyer to pay brokers commission, commission to be 5% of sales price.
X ONE & TWO
X
sioux
Authentisign ID: 33093759-0CA0-F111-9B33-000D3A4FF82A
69 Property Address: Date:
C. BUYER AND SELLER ADVISORIES: (Note: All Advisories below are provided for reference purposes only and are not intended to be incorporated into this Agreement.)
Buyer's Vacant Land Additional Investigation Advisory (C.A.R. Form BVLIA) Fair Housing and Discrimination Advisory (C.A.R. Form FHDA) Wire Fraud Advisory (C.A.R. Form WFA) Buyer Homeowner Insurance Advisory (C.A.R. Form BHIA) Wildfire Disaster Advisory (C.A.R. Form WFDA) Statewide Buyer and Seller Advisory (C.A.R. Form SBSA) Trust Advisory (C.A.R. Form TA) Probate Advisory (C.A.R. Form PA) REO Advisory (C.A.R. Form REO) Other
Other Other
5. ADDITIONAL TERMS AFFECTING PURCHASE PRICE: Buyer represents that funds will be good when deposited with Escrow Holder.
A. DEPOSIT:
(1) INITIAL DEPOSIT: Buyer shall deliver deposit directly to Escrow Holder. If a method other than wire transfer is specified in paragraph 3D(1) and such method is unacceptable to Escrow Holder, then upon notice from Escrow Holder, delivery shall be by wire transfer.
(2) RETENTION OF DEPOSIT: Paragraph 36, if initialed by all Parties or otherwise incorporated into this Agreement, specifies a remedy for Buyer's default. Buyer and Seller are advised to consult with a qualified California real estate attorney: (i) Before adding any other clause specifying a remedy (such as release or forfeiture of deposit or making a deposit non-refundable) for failure of Buyer to complete the purchase. Any such clause shall be deemed invalid unless the clause independently satisfies the statutory liquidated damages requirements set forth in the Civil Code; and (ii) Regarding possible liability and remedies if Buyer fails to deliver the deposit.
B. ALL CASH OFFER: If an all cash offer is specified in paragraph 3A, no loan is needed to purchase the Property. This Agreement is NOT contingent on Buyer obtaining a loan. Buyer shall, within the time specified in paragraph 3H(1), Deliver written verification of funds sufficient for the purchase price and closing costs.
C. LOAN(S):
(1) FIRST LOAN: This loan will provide for conventional financing UNLESS Seller Financing (C.A.R. Form SFA), Assumed Financing, Subject to Financing, or Other is checked in paragraph 3E(1). (2) ADDITIONAL FINANCED AMOUNT: If an additional financed amount is specified in paragraph 3E(2), that amount will provide for conventional financing UNLESS Seller Financing (C.A.R. Form SFA), Assumed Financing, Subject To Financing, or Other is checked in paragraph 3E(2).
(3) BUYER'S LOAN STATUS: Buyer authorizes Seller and Seller's Authorized Agent to contact Buyer's lender(s) to determine the status of any Buyer's loan specified in paragraph 3E, or any alternate loan Buyer pursues, whether or not a contingency of this Agreement. If the contact information for Buyer's lender(s) is different from that provided under the terms of paragraph 6B, Buyer shall Deliver the updated contact information within 1 Day of Seller's request. (4) ASSUMED OR SUBJECT TO FINANCING: Seller represents that Seller is not delinquent on any payments due on any loans. If the Property is acquired subject to an existing loan, Buyer and Seller are advised to consult with legal counsel regarding the ability of an existing lender to call the loan due, and the consequences thereof.
D. BALANCE OF PURCHASE PRICE (DOWN PAYMENT, paragraph 3F)(including all-cash funds) to be deposited with Escrow Holder pursuant to Escrow Holder instructions.
E. LIMITS ON CREDITS TO BUYER: Any credit to Buyer as specified in paragraph 3G(1) or Otherwise Agreed, from any source, for closing or other costs that is agreed to by the Parties (“Contractual Credit”) shall be disclosed to Buyer's lender, if any, and made at Close Of Escrow. If the total credit allowed by Buyer's lender (“Lender Allowable Credit”) is less than the Contractual Credit, then (i) the Contractual Credit from Seller shall be reduced to the Lender Allowable Credit, and (ii) in the absence of a separate written agreement between the Parties, there shall be no automatic adjustment to the purchase price to make up for the difference between the Contractual Credit and the Lender Allowable Credit.
6. ADDITIONAL FINANCING TERMS:
A. VERIFICATION OF DOWN PAYMENT AND CLOSING COSTS: Written verification of Buyer's down payment and closing costs, within the time specified in paragraph 3H(2) may be made by Buyer or Buyer's lender or loan broker pursuant to paragraph 6B.
B. VERIFICATION OF LOAN APPLICATIONS: Buyer shall Deliver to Seller, within the time specified in paragraph 3H(3) a letter from Buyer's lender or loan broker stating that, based on a review of Buyer's written application and credit report, Buyer is prequalified or preapproved for any NEW loan specified in paragraph 3E. If any loan specified in paragraph 3E is an adjustable rate loan, the prequalification or preapproval letter shall be based on the qualifying rate, not the initial loan rate.
C. BUYER STATED FINANCING: Seller is relying on Buyer's representation of the type of financing specified (including, but not limited to, as applicable, all cash, amount of down payment, or contingent or non-contingent loan). Seller has agreed to a specific closing date, purchase price, and to sell to Buyer in reliance on Buyer's specified financing. Buyer shall pursue the financing specified in this Agreement, even if Buyer also elects to pursue an alternative form of financing. Seller has no obligation to cooperate with Buyer's efforts to obtain any financing other than that specified in this Agreement but shall not interfere with closing at the purchase price on the COE date (paragraph 3B) even if based upon alternate financing. Buyer's inability to obtain alternate financing does not excuse Buyer from the obligation to purchase the Property and close escrow as specified in this Agreement.
7. CLOSING AND POSSESSION:
A. INTENDED USE: Buyer intends to use the Property as indicated in paragraph 3E(3). Intended use may impact available financing.
B. CONDITION OF PROPERTY ON CLOSING: Unless Otherwise Agreed: (i) the Property shall be delivered “As-Is” in its PRESENT physical condition as of the date of Acceptance; (ii) the Property, including pool, spa, landscaping and grounds, is to be maintained in substantially the same condition as on the date of Acceptance; and (iii) all debris and personal property not included in the sale shall be removed by Close Of Escrow or at the time possession is delivered to Buyer, if not on the same date. If items are not removed when possession is delivered to Buyer, all items shall be deemed abandoned. Buyer, after first Delivering to Seller written notice to remove the items within 3 Days, may pay to have such items removed or disposed of and may bring Legal Action, as per this Agreement, to receive reasonable costs from Seller.
C. Buyer is strongly advised to conduct investigations of the entire Property in order to determine its present condition.
Seller and Agents may not be aware of all defects affecting the Property or other factors that Buyer considers important.
Property improvements may not be built according to code, in compliance with current Law, or have had all required permits issued and/or finalized.
D. Seller shall, on Close Of Escrow unless Otherwise Agreed and even if Seller remains in possession, provide keys, passwords, codes and/or means to operate all locks, mailboxes, and all items included in either paragraph 3P or paragraph 9. If the Property is a condominium or located in a common interest development, Seller shall be responsible for securing or providing any such items for Association amenities, facilities, and access. Buyer may be required to pay a deposit to the Owners' Association (“HOA”) to obtain keys to accessible HOA facilities.
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8. CONTINGENCIES AND REMOVAL OF CONTINGENCIES:
A. LOAN(S):
(1) This Agreement is, unless otherwise specified in paragraph 3L(1) or an attached CR form, contingent upon Buyer obtaining the loan(s) specified. If contingent, Buyer shall act diligently and in good faith to obtain the designated loan(s). If there is no appraisal (or insurance) contingency or the appraisal (or insurance) contingency has been waived or removed, then failure of the Property to appraise at the purchase price (or a lender conditioning the loan on obtaining insurance) does not entitle Buyer to exercise the cancellation right pursuant to the loan contingency if Buyer is otherwise qualified for the specified loan and Buyer is able to satisfy lender's non-appraisal (or noninsurance) conditions for closing the loan. (2) Buyer is advised to investigate the insurability of the Property as early as possible, as this may be a requirement for lending.
Buyer's ability to obtain insurance for the Property, including fire insurance, is part of Buyer's Insurance contingency. Failure of Buyer to obtain insurance may justify cancellation based on the Insurance contingency but not the loan contingency. (3) Buyer's contractual obligations regarding deposit, balance of down payment and closing costs are not contingencies of this Agreement, unless Otherwise Agreed.
(4) If there is an appraisal contingency, removal of the loan contingency shall not be deemed removal of the appraisal contingency. (5) NO LOAN CONTINGENCY: If "No loan contingency" is checked in paragraph 3L(1), obtaining any loan specified is NOT a contingency of this Agreement. If Buyer does not obtain the loan specified, and as a result is unable to purchase the Property, Seller may be entitled to Buyer's deposit or other legal remedies.
B. APPRAISAL:
(1) This Agreement is, unless otherwise specified in paragraph 3L(2) or an attached CR form, contingent upon a written appraisal of the Property by a licensed or certified appraiser at no less than the amount specified in paragraph 3L(2), without requiring repairs or improvements to the Property. Appraisals are often a reliable source to verify square footage of the subject Property. However, the ability to cancel based on the measurements provided in an appraisal falls within the Investigation of Property contingency. The appraisal contingency is solely limited to the value determined by the appraisal.
For any cancellation based upon this appraisal contingency, Buyer shall Deliver a Copy of the written appraisal to Seller, upon request by Seller.
(2) NO APPRAISAL CONTINGENCY: If "No appraisal contingency" is checked in paragraph 3L(2), then Buyer may not use the loan contingency specified in paragraph 3L(1) to cancel this Agreement if the sole reason for not obtaining the loan is that the appraisal relied upon by Buyer's lender values the property at an amount less than that specified in paragraph 3L(2). If Buyer is unable to obtain the loan specified solely for this reason, Seller may be entitled to Buyer's deposit or other legal remedies.
(3) FAIR APPRAISAL ACT NOTICE:
(A) Any appraisal of the property is required to be unbiased, objective, and not influenced by improper or illegal considerations, including, but not limited to, any of the following: race, color, religion (including religious dress, grooming practices, or both), gender (including, but not limited to, pregnancy, childbirth, breastfeeding, and related conditions, and gender identity and gender expression), sexual orientation, marital status, medical condition, military or veteran status, national origin (including language use and possession of a driver's license issued to persons unable to provide their presence in the United States is authorized under federal law), source of income, ancestry, disability (mental and physical, including, but not limited to, HIV/AIDS status, cancer diagnosis, and genetic characteristics), genetic information, or age. (B) If a buyer or seller believes that the appraisal has been influenced by any of the above factors, the seller or buyer can report this information to the lender or mortgage broker that retained the appraiser and may also file a complaint with the Bureau of Real Estate Appraisers at https://www2.brea.ca.gov/complaint/ or call (916) 552-9000 for further information on how to file a complaint.
C. MANUFACTURED HOME PURCHASE: If checked in paragraph 3L(3), this Agreement is contingent upon Buyer acquiring a personal property manufactured home to be placed on the Property after Close Of Escrow.
D. CONSTRUCTION LOAN FINANCING: If checked in paragraph 3L(4), this Agreement is contingent upon Buyer obtaining a construction loan.
E. INVESTIGATION OF PROPERTY: This Agreement is, as specified in paragraph 3L(5), contingent upon Buyer's acceptance of the condition of, and any other matter affecting, the Property.
F. INSURANCE: This Agreement is, as specified in paragraph 3L(6), contingent upon Buyer's assessment of the availability and approval of the cost for any insurance policy desired under this Agreement.
G. REVIEW OF SELLER DOCUMENTS: This Agreement is, as specified in paragraph 3L(7), contingent upon Buyer's review and approval of Seller's documents required in paragraph 17A.
H. TITLE:
(1) This Agreement is, as specified in paragraph 3L(8), contingent upon Buyer's ability to obtain the title policy provided for in paragraph 16G and on Buyer's review of a current Preliminary Report and items that are disclosed or observable even if not on record or not specified in the Preliminary Report, and satisfying Buyer regarding the current status of title. Buyer is advised to review all underlying documents and other matters affecting title, including, but not limited to, any documents or deeds referenced in the Preliminary Report and any plotted easements. (2) Buyer has 5 Days after receipt to review a revised Preliminary Report, if any, furnished by the Title Company and cancel the transaction if the revised Preliminary Report reveals material or substantial deviations from a previously provided Preliminary Report.
I. CONDOMINIUM/PLANNED DEVELOPMENT DISCLOSURES (IF APPLICABLE): This Agreement is, as specified in paragraph 3L(9), contingent upon Buyer's review and approval of Common Interest Disclosures required by Civil Code § 4525 and under paragraph 11E (“CI Disclosures”).
J. BUYER REVIEW OF LEASED OR LIENED ITEMS CONTINGENCY (IF APPLICABLE): Buyer's review of and ability and willingness to assume any lease, maintenance agreement or other ongoing financial obligation, or to accept the Property subject to any lien, disclosed pursuant to paragraph 9B(2), is, as specified in paragraph 3L(10), a contingency of this Agreement. Any assumption of the lease shall not require any financial obligation or contribution by Seller. Seller, after first Delivering a Notice to Buyer to Perform, may cancel this Agreement if Buyer, by the time specified in paragraph 3L(10), refuses or is unable to enter into any necessary written agreements to accept responsibility for all obligations of Seller-disclosed leased or liened items.
K. REMOVAL OR WAIVER OF CONTINGENCIES WITH OFFER: Buyer shall have no obligation to remove a contractual contingency unless Seller has provided all required documents, reports, disclosures, and information pertaining to that contingency. If Buyer does remove a contingency without first receiving all required information from Seller, Buyer is relinquishing any contractual rights that apply to that contingency. If Buyer removes or waives any contingencies without an adequate understanding of the Property's condition or Buyer's ability to purchase, Buyer is acting against the advice of Agent.
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L. REMOVAL OF CONTINGENCY OR CANCELLATION:
(1) For any contingency specified in paragraph 3L, 8, or elsewhere Buyer shall, within the applicable period specified, remove the contingency or cancel this Agreement. (2) For the contingencies for review of Seller Documents, Preliminary Report, and Condominium/Planned Development Disclosures, Buyer shall, within the time specified in paragraph 3L or 5 Days after Delivery of the applicable Seller Documents, Preliminary Report, or CI Disclosures, whichever occurs later, remove the applicable contingency in writing or cancel this Agreement.
(3) If Buyer does not remove a contingency within the time specified, Seller, after first giving Buyer a Notice to Buyer to Perform (C.A.R. Form NBP), shall have the right to cancel this Agreement.
M. SALE OF BUYER'S PROPERTY: This Agreement and Buyer's ability to obtain financing are NOT contingent upon the sale of any property owned by Buyer unless the Sale of Buyer's Property (C.A.R. Form COP) is checked as a contingency of this Agreement in paragraph 3L(11).
9. ITEMS INCLUDED IN AND EXCLUDED FROM SALE:
A. NOTE TO BUYER AND SELLER: Items listed as included or excluded in the Multiple Listing Service (MLS), flyers, marketing materials, or disclosures are NOT included in the purchase price or excluded from the sale unless specified in this paragraph or paragraph 3P or as Otherwise Agreed. Any items included herein are components of the Property and are not intended to affect the price. All items are transferred without Seller warranty.
B. ITEMS INCLUDED IN SALE:
(1) All EXISTING fixtures and fittings that are attached to the Property; (2) LEASED OR LIENED ITEMS AND SYSTEMS: Seller, within the time specified in paragraph 3N(1), shall (i) disclose to Buyer if any item or system specified in paragraph 3P or 9B or otherwise included in the sale is leased, or not owned by Seller, or is subject to any maintenance or other ongoing financial obligation, or specifically subject to a lien or other encumbrance or loan, and (ii) Deliver to Buyer all written materials (such as lease, warranty, financing, etc.) concerning any such item.
(3) Seller represents that all items included in the purchase price, unless Otherwise Agreed, (i) are owned by Seller and shall be transferred free and clear of liens and encumbrances, except the items and systems identified pursuant to paragraph 9B(2), and (ii) are transferred without Seller warranty regardless of value. Seller shall cooperate with the identification of any software or applications and Buyer's efforts to transfer any services needed to operate any Smart Home Features or other items included in this Agreement, including, but not limited to, utilities or security systems. (4) A complete inventory of all personal property of Seller currently used in the operation of the Property and included in the purchase price shall be delivered to Buyer within the time specified in paragraph 3N(1). (5) Seller shall deliver title to the personal property by Bill of Sale, free of all liens and encumbrances, and without warranty of condition.
(6) As additional security for any note in favor of Seller for any part of the purchase price, Buyer shall execute a UCC-1 Financing Statement to be filed with the Secretary of State, covering the personal property included in the purchase, replacement thereof, and insurance proceeds.
C. ITEMS EXCLUDED FROM SALE: Unless Otherwise Agreed, all items specified in paragraph 3P(2) are excluded from the sale.
D. AGRICULTURE/CROPS: Unless Otherwise Agreed, all agriculture and crops on Property at the Close Of Escrow are included in the sale and shall belong to Buyer. Notwithstanding paragraph 13, Seller shall have the right to harvest any agriculture or crops on normally scheduled harvest time prior to Close Of Escrow. In all other circumstances related to any change to agriculture or crops, paragraph 13 shall be in force.
10. ALLOCATION OF COSTS
A. INSPECTIONS, REPORTS, TESTS, AND CERTIFICATES: Paragraphs 3Q(1), (2), (3), and (13) only determine who is to pay for the inspection, report, test, certificate or service mentioned; it does not determine who is to pay for any work recommended or identified in any such document. Agreements for payment of required work should be specified elsewhere in paragraph 3Q, or 3S, or in a separate agreement (such as C.A.R. Forms RR, RRRR, ADM or AEA). Any reports in these paragraphs shall be Delivered in the time specified in Paragraph 3N(1).
B. GOVERNMENT POINT OF SALE REQUIREMENTS: Point of sale inspections and reports refer to any such actions required to be completed before or after Close Of Escrow that are required in order to close under any Law. If any point of sale requirement requires repairs, retrofits or additional costs beyond an inspection or report, further written agreement regarding costs is required.
If an agreement is reached, and unless Parties Otherwise Agree to another time period, any such repair, retrofit, or work shall be completed prior to final verification of Property. If Buyer agrees to pay for any portion of such repair, Buyer, shall (i) directly pay to the vendor completing the repair or (ii) provide an invoice to Escrow Holder, deposit funds into escrow sufficient to pay for Buyer's portion of such repair and request Escrow Holder pay the vendor completing the repair. If agreement is not reached within the time for removing the Buyer Investigation contingency, then either party may cancel the Agreement.
11. SELLER DISCLOSURES:
A. WITHHOLDING TAXES: Buyer and Seller hereby instruct Escrow Holder to withhold the applicable required amounts to comply with federal and California withholding Laws and forward such amounts to the Internal Revenue Service and Franchise Tax Board, respectively. However, no federal withholding is required if, prior to Close Of Escrow, Seller Delivers (i) to Buyer and Escrow Holder a fully completed affidavit (C.A.R. Form AS) sufficient to avoid withholding pursuant to federal withholding Law (FIRPTA); OR (ii) to a qualified substitute (usually a title company or an independent escrow company) a fully completed affidavit (C.A.R. Form AS) sufficient to avoid withholding pursuant to federal withholding Law AND the qualified substitute Delivers to Buyer and Escrow Holder an affidavit signed under penalty of perjury (C.A.R. Form QS) that the qualified substitute has received the fully completed Seller's affidavit and the Seller states that no federal withholding is required; OR (iii) to Buyer other documentation satisfying the requirements under Internal Revenue Code § 1445 (FIRPTA). No withholding is required under California Law if, prior to Close Of Escrow, Escrow Holder has received sufficient documentation from Seller that no withholding is required, and Buyer has been informed by Escrow Holder.
B. MEGAN'S LAW DATABASE DISCLOSURE: Notice: Pursuant to § 290.46 of the Penal Code, information about specified registered sex offenders is made available to the public via an Internet Web site maintained by the Department of Justice at www.meganslaw.ca.gov. Depending on an offender's criminal history, this information will include either the address at which the offender resides or the community of residence and ZIP Code in which he or she resides. (Neither Seller nor Agent are required to check this website. If Buyer wants further information, Agent recommends that Buyer obtain information from this website during Buyer's investigation contingency period. Agents do not have expertise in this area.) VLPA REVISED 6/26 (PAGE 6 OF 17) Buyer's Initials / Seller's Initials / VACANT LAND PURCHASE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (VLPA PAGE 6 OF 17) Produced with Lone Wolf Transactions (zipForm Edition) 717 N Harwood St, Suite 2200, Dallas, TX 75201 www.lwolf.com Sioux Dr Parcel 24, Shasta Lake City, 96019 August 24, 2026 sioux
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C. NOTICE REGARDING GAS AND HAZARDOUS LIQUID TRANSMISSION PIPELINES: This notice is being provided simply to inform you that information about the general location of gas and hazardous liquid transmission pipelines is available to the public via the National Pipeline Mapping System (NPMS) Internet Web site maintained by the United States Department of Transportation at http://www.npms.phmsa.dot.gov/. To seek further information about possible transmission pipelines near the Property, you may contact your local gas utility or other pipeline operators in the area. Contact information for pipeline operators is searchable by ZIP Code and county on the NPMS Internet Website. (Neither Seller nor Agent are required to check this website. If Buyer wants further information, Agent recommends that Buyer obtain information from this website during Buyer's investigation contingency period. Agents do not have expertise in this area.) D. NATURAL AND ENVIRONMENTAL HAZARDS: Seller shall, within the time specified in paragraph 3N(1), if required by Law:
(i) Deliver to Buyer the earthquake guide and environmental hazards booklet, and for all residential property with 1-4 units and any manufactured or mobile home built before January 1, 1960, fully complete and Deliver the Residential Earthquake Risk Disclosure Statement; and (ii) even if exempt from the obligation to provide a NHD, disclose if the Property is located in a Special Flood Hazard Area; Potential Flooding (Inundation) Area; Very High Fire Hazard Zone; State Fire Responsibility Area; Earthquake Fault Zone; Seismic Hazard Zone; and (iii) disclose any other zone as required by Law and provide any other information required for those zones.
E. CONDOMINIUM/PLANNED DEVELOPMENT DISCLOSURES:
(1) Seller shall, within the time specified in paragraph 3N(1), disclose to Buyer whether the Property is a condominium or is located in a planned development, other common interest development, or otherwise subject to covenants, conditions, and restrictions (C.A.R. Form SPQ or ESD).
(2) If the Property is a condominium or is located in a planned development or other common interest development with a HOA, Seller shall, within the time specified in paragraph 3N(3), order from, and pay any required fee as specified in paragraph 3Q(9) for the following items to the HOA (C.A.R. Form HOA-IR) unless Seller has otherwise Delivered to Buyer the most current version of any such document: (i) Copies of any documents required by Law (C.A.R. Form HOA-RS); (ii) disclosure of any pending or anticipated claim or litigation by or against the HOA; (iii) a statement containing the location and number of designated parking and storage spaces; (iv) Copies of the most recent 12 months of HOA minutes for regular and special meetings; (v) the names and contact information of all HOAs governing the Property; (vi) pet restrictions; and (vii) smoking restrictions (“CI Disclosures”). Seller shall itemize and Deliver to Buyer all CI Disclosures received from the HOA and any CI Disclosures in Seller's possession. Seller shall, as directed by Escrow Holder, deposit funds into escrow or direct to HOA or management company to pay for any of the above.
F. SOLAR POWER SYSTEMS: For properties with any solar panels or solar power systems, Seller shall, within the time specified in paragraph 3N(1), Deliver to Buyer all known information about the solar panels or solar power system. Seller shall use the Solar Advisory and Questionnaire (C.A.R. Form SOLAR).
G. SEPTIC, WELL, AND PROPANE TANK: For properties with any septic tank system(s), or well(s), or propane tank(s), Seller shall, within the time specified in paragraph 3N(1), Deliver to Buyer all known information about such system(s) and/or item(s). Seller shall use the Septic, Well, and Propane Tank Questionnaire (C.A.R. Form SWPI-Q).
H. ADDITIONAL DISCLOSURES: Within the time specified in paragraph 3N(1), if Seller has actual knowledge, Seller shall provide to Buyer, in writing, the following information:
(1) LEGAL PROCEEDINGS: Any lawsuits by or against Seller, threatening or affecting the Property, including any lawsuits alleging a defect or deficiency in the Property or common areas, or any known notices of abatement or citations filed or issued against the Property.
(2) AGRICULTURAL USE: Whether the Property is subject to restrictions for agricultural use pursuant to the Williamson Act (Government Code §§ 51200-51295).
(3) DEED RESTRICTIONS: Any deed restrictions or obligations. (4) FARM USE: Whether the Property is in, or adjacent to, an area with Right to Farm rights (Civil Code § 3482.5 and § 3482.6). (5) ENDANGERED SPECIES: Presence of endangered, threatened, “candidate” species, or wetlands on the Property. (6) ENVIRONMENTAL HAZARDS: Any substances, materials, or products that may be an environmental hazard including, but not limited to, asbestos, formaldehyde, radon gas, lead-based paint, fuel or chemical storage tanks, and contaminated soil or water on the Property.
(7) COMMON WALLS: Any features of the Property shared in common with adjoining landowners, such as walls, fences, roads, and driveways, and agriculture and domestic wells whose use or responsibility for maintenance may have an effect on the Property.
(8) LANDLOCKED: The absence of legal or physical access to the Property. (9) EASEMENTS/ENCROACHMENTS: Any encroachments, easements, or similar matters that may affect the Property. (10) SOIL FILL: Any fill (compacted or otherwise), or abandoned mining operations on the Property. (11) SOIL PROBLEMS: Any slippage, sliding, flooding, drainage, grading, or other soil problems. (12) EARTHQUAKE DAMAGE: Major damage to the Property of any of the structures from fire, earthquake, floods, or landslides. (13) ZONING ISSUES: Any zoning violations, non-conforming uses, or violations of “setback” requirements. (14) NEIGHBORHOOD PROBLEMS: Any neighborhood noise problems, or other nuisances. (15) SURVEY, PLANS, PERMITS AND ENGINEERING DOCUMENTS: If in Seller's possession, Copies of surveys, plans, specifications, permits and approvals, development plans, licenses, and engineering documents, if any, prepared on Seller's behalf on in Seller's possession.
(16) VIOLATION NOTICES: Seller shall disclose any notice of violations of any Law filed or issued against the Property.
I. MELLO-ROOS TAX; 1915 BOND ACT: Within the time specified in paragraph 3N(1), Seller shall: (i) make a good faith effort to obtain a notice from any local agencies that levy a special tax or assessment on the Property (or, if allowed, substantially equivalent notice), pursuant to the Mello-Roos Community Facilities Act, and Improvement Bond Act of 1915, and (ii) promptly Deliver to Buyer any such notice obtained.
J. KNOWN MATERIAL FACTS: Seller shall, within the time specified in paragraph 3N(1), DISCLOSE KNOWN MATERIAL FACTS AND DEFECTS affecting the Property, including, but not limited to, known insurance claims within the past five years, or provide Buyer with permission to contact insurer to get such information (C.A.R. Form ARC), and make any and all other disclosures required by Law.
K. SELLER VACANT LAND QUESTIONNAIRE: Seller shall, within the time specified in paragraph 3N(1), complete and provide Buyer with a Seller Vacant Land Questionnaire (C.A.R. Form VLQ).
L. SUBSEQUENT DISCLOSURES: In the event Seller, prior to Close Of Escrow, becomes aware of adverse conditions materially affecting the Property, or any material inaccuracy in disclosures, information, or representations previously provided to Buyer, Seller shall promptly Deliver a subsequent or amended disclosure or notice, in writing, covering those items.
However, a subsequent or amended disclosure shall not be required for conditions and material inaccuracies of which Buyer is otherwise aware or which are disclosed in reports provided to or obtained by Buyer or ordered and paid for by Buyer.
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12. TENANCY RELATED DISCLOSURES: Within the time specified in paragraph 3N(1), and subject to Buyer's right of review, Seller shall disclose, make available or Deliver, as applicable, to Buyer, the following information:
A. RENTAL/SERVICE AGREEMENTS: (i) All current leases, rental agreements, service contracts, and other agreements pertaining to the operation of the Property; (ii) A rental statement including names of tenants, rental rates, period or rental, date of last rent increase, security deposits, rental concessions, rebates or other benefits, if any, and a list of delinquent rents and their duration. Seller represents that no tenant is entitled to any rebate, concession, or other benefit, except as set forth in these documents. Seller represents that the documents to be furnished are those maintained in the ordinary and normal course of business.
B. INCOME AND EXPENSE STATEMENTS: If checked in paragraph 3R, the books and records for the Property, if any, including a statement of income and expense for the 12 months preceding Acceptance. Seller represents that the books and records are those maintained in the ordinary and normal course of business and used by Seller in the computation of federal and state income tax returns.
C. TENANT ESTOPPEL CERTIFICATES: If checked in paragraph 3R, Tenant Estoppel Certificates (C.A.R. Form TEC).
Tenant Estoppel Certificates shall be completed by Seller or Seller's agent and delivered to tenant(s) for tenant(s) to sign and acknowledge: (i) that tenant(s)' rental or lease agreements are unmodified and in full force and effect, (or if modified, stating all such modifications); (ii) that no lessor defaults exist; and (iii) stating the amount of any prepaid rent or security deposit.
Seller shall exercise good faith to obtain tenant(s)' signature(s), but Seller cannot guarantee tenant(s)' cooperation. In the event Seller cannot obtain signed Tenant Estoppel Certificates within the time specified above, Seller shall notify Buyer and provide the unsigned one that was provided to tenant(s). If, after the time specified for Seller to Deliver the TEC to Buyer, any tenant(s) sign and return a TEC to Seller, Seller shall Deliver that TEC to Buyer.
D. SELLER REPRESENTATIONS: Unless otherwise disclosed under paragraph 11, paragraph 12, or under any disclosure Delivered to Buyer:
(1) Seller represents that Seller has no actual knowledge that any tenant(s): (i) has any current pending lawsuit(s), investigation(s), Inquiry(ies), action(s), or other proceeding(s) affecting the Property of the right to use and occupy it; (ii) has any unsatisfied mechanics or materialman lien(s) affecting the Property; and (iii) is the subject of a bankruptcy. If Seller receives any such notice, prior to Close Of Escrow, Seller shall immediately notify Buyer. (2) Seller represents that no tenant is entitled to any rebate, concessions, or other benefit, except as set forth in the rental service agreements.
(3) Seller represents that the documents to be furnished are those maintained in the ordinary and normal course of business and the income and expense statements are and used by Seller in the computation of federal and state income tax returns.
13. CHANGES DURING ESCROW:
A. Prior to Close Of Escrow, Seller may engage in the following acts (“Proposed Changes”), subject to Buyer's rights in paragraph 13B: (i) rent or lease any vacant unit or other part of the premises; (ii) alter, modify, or extend any existing rental or lease agreement; (iii) enter into, alter, modify, or extend any service contract(s); or (iv) change the status of the condition of the Property.
B. (1) At least 7 Days prior to any Proposed Changes, Seller shall Deliver written notice to Buyer of such Proposed Change (2) Within 5 Days after receipt of such notice, Buyer, in writing, may give Seller notice of Buyer's objection to the Proposed Changes in which case Seller shall not make the Proposed Changes.
14. SECURITY DEPOSITS: Security deposits, if any, to the extent they have not been applied by Seller in accordance with any rental agreement and current Law, shall be transferred to Buyer on Close Of Escrow. Seller shall notify each tenant, in compliance with the California Civil Code.
15. BUYER'S INVESTIGATION OF PROPERTY AND MATTERS AFFECTING PROPERTY:
A. Buyer shall, within the time specified in paragraph 3L(5), have the right, at Buyer's expense unless Otherwise Agreed, to conduct inspections, investigations, tests, surveys and other studies (“Buyer Investigations”).
B. Buyer Investigations include, but are not limited to:
(1) Inspections regarding any physical attributes of the Property or items connected to the Property, such as:
(A) A general inspection.
(B) An inspection for lead-based paint and other lead-based paint hazards. (C) An inspection specifically for wood destroying pests and organisms. Any inspection for wood destroying pests and organisms shall be prepared by a registered Structural Pest Control company; shall cover the main building and attached structures; may cover detached structures; shall NOT include water tests of shower pans on upper level units unless the owners of property below the shower consent; shall NOT include roof coverings; and, if the Property is a unit in a condominium or other common interest subdivision, the inspection shall include only the separate interest and any exclusive-use areas being transferred, and shall NOT include common areas; and shall include a report (“Pest Control Report”) showing the findings of the company which shall be separated into sections for evident infestation or infections (Section 1) and for conditions likely to lead to infestation or infection (Section 2). (D) A phase one environmental survey, paid for and obtained by the party indicated in paragraph 3Q(2). If Buyer is responsible for obtaining and paying for the survey, Buyer shall act diligently and in good faith to obtain such survey within the time specified in paragraph 3L(5). Buyer has 5 Days after receiving the survey to remove this portion of the Buyer's Investigation contingency.
(E) Any other specific inspections of the physical condition of the land and improvements. (2) Buyer Investigations of any other matter affecting the Property, other than those that are specified as separate contingencies.
Buyer Investigations do not include, among other things, an assessment of the availability and cost of general homeowner's insurance, flood insurance, and fire insurance. See, Buyer's Vacant Land Additional Inspection Advisory (C.A.R. Form BVLIA) for more.
C. Without Seller's prior written consent, Buyer shall neither make nor cause to be made: (i) invasive or destructive Buyer Investigations, except for minimally invasive testing required to prepare a Pest Control Report, which shall not include any holes or drilling through stucco or similar material; or (ii) inspections by any governmental building or zoning inspector or government employee, unless required by Law.
D. Seller shall make the Property available for all Buyer Investigations. Seller is not obligated to move any existing personal property.
Seller shall have water, gas, electricity and all operable pilot lights on for Buyer's Investigations and through the date possession is delivered to Buyer. Buyer shall, (i) by the time specified in paragraph 3L(5), complete Buyer Investigations and satisfy themselves as to the condition of the Property, and either remove the contingency or cancel this Agreement, and (ii) by the time specified in paragraph 3L(5) or 3 Days after receipt of any Investigation report, whichever is later, give Seller at no cost, complete Copies of all such reports obtained by Buyer, which obligation shall survive the termination of this Agreement. This Delivery of Investigation reports shall not include any appraisal.
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E. Buyer indemnity and Seller protection for entry upon the Property: Buyer shall: (i) keep the Property free and clear of liens; (ii) repair all damage arising from Buyer Investigations; and (iii) indemnify and hold Seller harmless from all resulting liability, claims, demands, damages and costs. Buyer shall carry, or Buyer shall require anyone acting on Buyer's behalf to carry, policies of liability, workers' compensation and other applicable insurance, defending and protecting Seller from liability for any injuries to persons or property occurring during any Buyer Investigations or work done on the Property at Buyer's direction prior to Close Of Escrow. Seller is advised that certain protections may be afforded Seller by recording a “Notice of Non-Responsibility” (C.A.R. Form NNR) for Buyer Investigations and work done on the Property at Buyer's direction. Buyer's obligations under this paragraph shall survive the termination of this Agreement.
F. BUYER IS STRONGLY ADVISED TO INVESTIGATE THE CONDITION AND SUITABILITY OF ALL ASPECTS OF THE
PROPERTY AND ALL MATTERS AFFECTING THE VALUE OR DESIRABILITY OF THE PROPERTY, INCLUDING BUT NOT LIMITED TO, THE ITEMS SPECIFIED BELOW. IF BUYER DOES NOT EXERCISE THESE RIGHTS, BUYER IS ACTING AGAINST THE ADVICE OF BROKERS. BUYER UNDERSTANDS THAT ALTHOUGH CONDITIONS ARE OFTEN
DIFFICULT TO LOCATE AND DISCOVER, ALL REAL PROPERTY CONTAINS CONDITIONS THAT ARE NOT READILY APPARENT AND THAT MAY AFFECT THE VALUE OR DESIRABILITY OF THE PROPERTY. BUYER AND SELLER ARE
AWARE THAT BROKERS DO NOT GUARANTEE, AND IN NO WAY ASSUME RESPONSIBILITY FOR, THE CONDITION OF THE PROPERTY. BROKERS HAVE NOT AND WILL NOT VERIFY ANY OF THE ITEMS IN PARAGRAPH 15, UNLESS OTHERWISE AGREED IN WRITING.
G. SIZE, LINES, ACCESS, AND BOUNDARIES: Lot size, property lines, legal or physical access, and boundaries including features of the Property shared in common with adjoining landowners, such as walls, fences, roads, and driveways, whose use or responsibility for maintenance may have an effect on the Property and any encroachments, easements, or similar matters that may affect the Property. (Fences, hedges, walls, and other natural or constructed barriers or markers do not necessarily identify true Property boundaries. Property lines may be verified by survey.) (Unless otherwise specified in writing, any numerical statements by Brokers regarding lot size are APPROXIMATIONS ONLY, which have not been and will not be verified, and should not be relied upon by Buyer.)
H. ZONING AND LAND USE: Past, present, or proposed laws, ordinances, referendums, initiatives, votes, applications, and permits affecting the current use of the Property, future development, zoning, building, size, governmental permits and inspections. Any zoning violations, non-conforming uses, or violations of “setback' requirements. (Buyer should also investigate whether these matters affect Buyer's intended use of the Property.
I. UTILITIES AND SERVICES: Availability, costs, restrictions, and location of utilities and services, including but not limited to, sewerage, sanitation, septic and leach lines, water, electricity, gas, telephone, cable TV, and drainage.
J. ENVIRONMENTAL HAZARDS: Potential environmental hazards, including but not limited to, asbestos, lead-based paint and other lead contamination, radon, methane, other gases, fuel, oil or chemical storage tanks, contaminated soil or water, hazardous waste, waste disposal sites, electromagnetic fields, nuclear sources, and other substances, including mold (airborne, toxic, or otherwise), fungus or similar contaminant, materials, products, or conditions.
K. GEOLOGIC CONDITIONS: Geologic/seismic conditions, soil and terrain stability, suitability and drainage including slippage, sliding, flooding, drainage, grading, fill (compacted or otherwise), or other soil problems.
L. NATURAL HAZARD ZONE: Special Flood Hazard Areas, Potential Flooding (Inundation) Areas, Very High Hazard Zones, State Fire Responsibility Areas, Earthquake Fault Zones, Seismic Hazard Zones, or any other zone for which disclosure is required by Law.
M. PROPERTY DAMAGE: Major damage to the Property of any of the structures or non-structural systems and components and any personal property included in the sale from fire, earthquake, floods, landslides, or other causes.
N. NEIGHBORHOOD, AREA, AND PROPERTY CONDITIONS: Neighborhood or are conditions, including Agricultural Use Restrictions pursuant to the Williamson Act (Government Code §§ 51200-51295), Right to Farm Laws (Civil Code § 3482.5 and § 3482.6), schools, proximity and adequacy of law enforcement, crime statistics, the proximity of registered felons or offenders, fire protection, other government services, availability, adequacy, and cost of any speed-wired, wireless internet connections, or other telecommunications or other technology services and installations, proximity to commercial, industrial, or agricultural activities, existing and proposed transportation, construction and development that may affect noise, view, or traffic, airport noise, noise or odor from any source, abandoned mining operations on the Property, wild and domestic animals, other nuisances, hazards, or circumstances, protected species, wetland properties, botanical diseases, historic or other governmentally protected sites or improvements, cemeteries, facilities and condition of common areas of common interest subdivisions, and possible lack of compliance with any governing documents or Owners' Association requirements, conditions, and influences of significance to certain cultures and/or religions, and personal needs, requirements, and preferences of Buyer.
O. COMMON INTEREST SUBDIVISIONS; OWNER ASSOCIATIONS: Facilities and condition of common areas (facilities such as pools, tennis courts, walkways, or other areas co-owned in undivided interest with others), Owners' Association that has any authority over the subject property, CC&Rs, or other deed restrictions or obligations, and possible lack of compliance with any Owners' Association requirements.
P. SPECIAL TAX: Any local agencies that levy a special tax on the Property pursuant to the Mello-Roos Community facilities Act or Improvement Bond Act of 1915.
Q. RENTAL PROPERTY RESTRICTIONS: Some cities and counties impose restrictions that limit the amount of rent that can be charged, the maximum number of occupants, and the right of landlord to terminate a tenancy.
R. MANUFACTURED HOME PLACEMENT: Conditions that may affect the ability to place and use a manufactured home on the Property.
16. TITLE AND VESTING:
A. PRELIMINARY REPORT: Buyer shall, within the time specified in paragraph 3N(1), be provided a current Preliminary Report by the person responsible for paying for the title report in paragraph 3Q(5). If Buyer is responsible for paying, Buyer shall act diligently and in good faith to obtain such Preliminary Report within the time specified. The Preliminary Report is only an offer by the title insurer to issue a policy of title insurance and may not contain every item affecting title. The company providing the Preliminary Report shall, prior to issuing a Preliminary Report, conduct a search of the General Index for all Sellers except banks or other institutional lenders selling properties they acquired through foreclosure (REOs), corporations, and government entities.
B. CONDITION OF TITLE: Title is taken in its present condition subject to all encumbrances, easements, covenants, conditions, restrictions, rights and other matters, whether of record or not, as of the date of Acceptance except for: (i) monetary liens of record unless Buyer is assuming those obligations or taking the Property subject to those obligations; and (ii) those matters which Seller has agreed to remove in writing. For any lien or matter not being transferred upon sale, Seller will take necessary action to deliver title free and clear of such lien or matter.
C. DISCLOSURE TO BUYER: Seller shall, within the time specified in paragraph 3N(1), disclose to Buyer all matters known to Seller affecting title, whether of record or not.
D. SELLER DELIVERY OF INFORMATION: Seller shall within 7 Days after request, give Escrow Holder necessary information to clear title.
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E. DEED AND VESTING: Buyer shall, after Close Of Escrow, receive a recorded grant deed or any other conveyance document required to convey title (For example, for stock cooperative or tenancy in common, respectively, an assignment of stock certificate or assignment of seller's interest in the real property), including oil, mineral and water rights if currently owned by Seller. Title shall vest as designated in Buyer's vesting instructions. The recording document shall contain Buyer's post-closing mailing address to enable Buyer's receipt of the recorded conveyance document from the County Recorder. THE MANNER OF TAKING TITLE MAY HAVE SIGNIFICANT LEGAL AND TAX CONSEQUENCES. CONSULT AN APPROPRIATE PROFESSIONAL.
F. TITLE INSURANCE POLICY: Buyer shall receive a Standard Coverage Owner's CLTA policy of title insurance. An ALTA policy or the addition of endorsements may provide greater coverage for Buyer. A title company, at Buyer's request, can provide information about the availability, desirability, coverage, and cost of various title insurance coverages and endorsements. If Buyer desires title coverage other than that required by this paragraph, Buyer shall instruct Escrow Holder in writing and shall pay any increase in cost.
17. TIME PERIODS; REMOVAL OF CONTINGENCIES; CANCELLATION RIGHTS: The following time periods may only be extended, altered, modified or changed by mutual written agreement. Any removal of contingencies or cancellation under this paragraph by either Buyer or Seller must be exercised in good faith and in writing (C.A.R. Form CR-B, CR-S or CC).
A. SELLER DELIVERY OF DOCUMENTS: Seller shall, within the time specified in paragraph 3N(1), Deliver to Buyer all reports, disclosures and information ("Reports") for which Seller is responsible to provide to Buyer as specified in paragraphs 9B(2), 10, 11A, 11D-K, 12A, 12B, 12C, 16A, 16C, 31, and, if applicable and unless Otherwise Agreed, Reports Seller is obligated to provide under C.A.R. Form SWPI-C.
B. BUYER REVIEW OF DOCUMENTS; REPAIR REQUEST; CONTINGENCY REMOVAL OR CANCELLATION (1) Buyer has the time specified in paragraph 3 to: (i) perform Buyer Investigations; review all disclosures, Reports, lease documents to be assumed by Buyer pursuant to paragraph 9B(2), and other applicable information, which Buyer receives from Seller; and approve all matters affecting the Property. (2) Buyer may, within the time specified in paragraph 3L(5), request that Seller make repairs or take any other action regarding the Property (C.A.R. Form RR). Seller has no obligation to agree to or respond to Buyer's requests (C.A.R.
Form RR or RRRR). If Seller does not agree or does not respond, Buyer is not contractually entitled to have the repairs or other requests made and may only cancel based on contingencies in this Agreement. (3) Buyer shall, by the end of the times specified in paragraph 3L (or as Otherwise Agreed), Deliver to Seller a removal of the applicable contingency or cancellation of this Agreement (C.A.R. Form CR-B or CC). Buyer is advised not to remove contingencies related to review of documents until after the documents have been Delivered. If Delivery of any Report occurs after a contractual contingency pertaining to that Report has already been waived or removed, the Delivery of the Report does not revive the contingency.
(4) Continuation of Contingency: Even after the end of the time specified in paragraph 3L and before Seller cancels, if at all, pursuant to paragraph 17C, Buyer retains the right, in writing, to either (i) remove remaining contingencies, or (ii) cancel this Agreement based on a remaining contingency. Once Buyer's written removal of all contingencies is Delivered to Seller, Seller may not cancel this Agreement pursuant to paragraph 17C(1).
C. SELLER RIGHT TO CANCEL: (must be done in writing and signed by Seller) (1) SELLER RIGHT TO CANCEL; BUYER CONTINGENCIES: If, by the time specified in this Agreement, Buyer does not Deliver to Seller a removal of the applicable contingency or cancellation of this Agreement, then Seller, after first Delivering to Buyer a Notice to Buyer to Perform (C.A.R. Form NBP), may cancel this Agreement. In such event, Seller shall authorize the return of Buyer's deposit, except for fees incurred by Buyer. (2) SELLER RIGHT TO CANCEL; BUYER CONTRACT OBLIGATIONS: Seller, after first Delivering to Buyer a Notice to Buyer to Perform, may cancel this Agreement if, by the time specified in this Agreement, Buyer does not take the following action(s):
(i) Deposit funds as required by paragraph 3D(1) or 3D(2) or if the funds deposited pursuant to paragraph 3D(1) or 3D(2) are not good when deposited; (ii) Deliver updated contact information for Buyer's lender(s) as required by paragraph 5C(3); (iii) Deliver verification, or a satisfactory verification if Seller reasonably disapproves of the verification already provided, as required by paragraph 5B or 6A; (iv) Deliver a letter as required by paragraph 6B; (v) In writing assume or accept leases or liens specified in paragraph 8J; (vi) Cooperate with the Reporting Person's effort to collect information as required by paragraph 22D; (vii) Provide evidence of authority to Sign in a representative capacity as specified in paragraph 31 and 36; (viii) Sign or initial a separate liquidated damages form for an increased deposit as required by paragraph 36; or (ix) Perform any additional Buyer contractual obligation(s) included in this Agreement. In such event, Seller shall authorize the return of Buyer's deposit, except for fees allocated to Seller in this Agreement and already paid by Escrow prior to cancellation of this Agreement and notification to Escrow. (3) SELLER RIGHT TO CANCEL; SELLER CONTINGENCIES: Seller may cancel this Agreement by good faith exercise of any Seller contingency included in this Agreement, or Otherwise Agreed, so long as that contingency has not already been removed or waived in writing.
D. BUYER RIGHT TO CANCEL: (must be done in writing and signed by Buyer) (1) BUYER RIGHT TO CANCEL; SELLER CONTINGENCIES: If, by the time specified in this Agreement, Seller does not Deliver to Buyer a removal of the applicable contingency or cancellation of this Agreement, then Buyer, after first Delivering to Seller a Notice to Seller to Perform (C.A.R. Form NSP), may cancel this Agreement. In such event, Seller shall authorize the return of Buyer's deposit, except for fees allocated to Seller in the Agreement and already paid by Escrow prior to cancellation of this Agreement and notification to Escrow. (2) BUYER RIGHT TO CANCEL; SELLER CONTRACT OBLIGATIONS: If, by the time specified, Seller has not Delivered any item specified in paragraph 3N(1) or Seller has not performed any Seller contractual obligation included in this Agreement by the time specified, Buyer, after first Delivering to Seller a Notice to Seller to Perform, may cancel this Agreement. (3) BUYER RIGHT TO CANCEL; BUYER CONTINGENCIES: Buyer may cancel this Agreement by good faith exercise of any Buyer contingency included in paragraph 8, or Otherwise Agreed, so long as that contingency has not already been removed in writing.
E. NOTICE TO BUYER OR SELLER TO PERFORM: The Notice to Buyer to Perform or Notice to Seller to Perform shall: (i) be in writing; (ii) be Signed by the applicable Buyer or Seller; and (iii) give the other Party at least 2 Days after Delivery (or until the time specified in the applicable paragraph, whichever occurs last) to take the applicable action. A Notice to Buyer to Perform or Notice to Seller to Perform may not be Delivered any earlier than 2 Days prior to the Scheduled Performance Day to remove a contingency or cancel this Agreement or meet an obligation specified in paragraph 17, except for Close of Escrow which shall be Delivered under the terms of paragraph 17G, whether or not the Scheduled Performance Day falls on a Saturday, or Sunday or legal holiday. If a Notice to Buyer to Perform or Notice to Seller to Perform is incorrectly Delivered or specifies a time less than the agreed time, the notice shall be deemed invalid and void. However, if the notice is for multiple items, the notice shall be valid for all contingencies and contractual actions for which the Delivery of the notice is within the time permitted in the Agreement and void as to the others. Seller or Buyer shall be required to Deliver a new Notice to Buyer to Perform or Notice to Seller to Perform with the specified timeframe.
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F. EFFECT OF REMOVAL OF CONTINGENCIES:
(1) REMOVAL OF BUYER CONTINGENCIES: If Buyer removes any contingency or cancellation rights, unless Otherwise Agreed, Buyer shall conclusively be deemed to have: (i) completed all Buyer Investigations, and review of Reports and other applicable information and disclosures pertaining to that contingency or cancellation right; (ii) elected to proceed with the transaction; and (iii) assumed all liability, responsibility and expense for the non-delivery of any Reports, disclosures or information outside of Seller's control and for any Repairs or corrections pertaining to that contingency or cancellation right, or for the inability to obtain financing. (2) REMOVAL OF SELLER CONTINGENCIES: If Seller removes any contingency or cancellation rights, unless Otherwise Agreed, Seller shall conclusively be deemed to have: (i) satisfied themselves regarding such contingency, (ii) elected to proceed with the transaction; and (iii) given up any right to cancel this Agreement based on such contingency.
G. DEMAND TO CLOSE ESCROW: Before Buyer or Seller may cancel this Agreement for failure of the other Party to close escrow pursuant to this Agreement, Buyer or Seller must first Deliver to the other Party a Demand to Close Escrow (C.A.R. Form DCE).
The DCE shall: (i) be Signed by the applicable Buyer or Seller; and (ii) give the other Party at least 3 Days after Delivery to close escrow. A DCE may not be Delivered any earlier than 3 Days prior to the Scheduled Performance Day for the Close Of Escrow.
If a DCE is incorrectly Delivered or specifies a time less than the agreed time, the DCE shall be deemed invalid and void and Seller or Buyer shall be required to Deliver a new DCE. After the DCE period has lapsed, any subsequent cancellation must be Delivered in writing and signed by the Party cancelling the Agreement. If Seller cancels based on DCE and Buyer still has a contingency, Seller shall authorize the return of Buyer's deposit except for fees incurred by Buyer and other expenses already paid by Escrow Holder pursuant to this agreement prior to Seller's cancellation, provided Buyer is acting in good faith to satisfy the contingency.
H. EFFECT OF CANCELLATION ON DEPOSITS: If Buyer or Seller gives written notice of cancellation pursuant to rights duly exercised under the terms of this Agreement, the Parties agree to Sign and Deliver mutual instructions to cancel the sale and escrow and release deposits, if any, to the Party entitled to the funds, less (i) fees and costs paid by Escrow Holder on behalf of that Party, if required by this Agreement; and (ii) any escrow fee charged to that party. Fees and costs may be payable to service providers and vendors for services and products provided during escrow. A release of funds will require mutual Signed release instructions from the Parties, judicial decision or arbitration award. A Party may be subject to a civil penalty of up to $1,000 for refusal to Sign cancellation instructions if no good faith dispute exists as to which Party is entitled to the deposited funds (Civil Code § 1057.3). Note: Neither Agents nor Escrow Holder are qualified to provide any opinion on whether either Party has acted in good faith or which Party is entitled to the deposited funds. Buyer and Seller are advised to seek the advice of a qualified California real estate attorney regarding this matter.
18. REPAIRS: Repairs shall be completed prior to final verification of condition unless Otherwise Agreed. Repairs to be performed at Seller's expense may be performed by Seller or through others, provided that the work complies with applicable Law, including governmental permit, inspection and approval requirements. Repairs shall be performed in a good, skillful manner with materials of quality and appearance comparable to existing materials. Buyer acknowledges that exact restoration of appearance or cosmetic items following all Repairs may not be possible. Seller shall: (i) obtain invoices and paid receipts for Repairs performed by others; (ii) prepare a written statement indicating the Repairs performed by Seller and the date of such Repairs; and (iii) provide Copies of invoices and paid receipts and statements to Buyer prior to final verification of condition.
19. FINAL VERIFICATION OF CONDITION: Buyer shall have the right to make a final verification of the Property condition within the time specified in paragraph 3J, NOT AS A CONTINGENCY OF THE SALE, but solely to confirm: (i) the Property is maintained pursuant to paragraph 7B; (ii) Repairs have been completed as agreed; and (iii) Seller has complied with Seller's other obligations under this Agreement (C.A.R. Form VP).
20. PRORATIONS OF PROPERTY TAXES AND OTHER ITEMS: Unless Otherwise Agreed, the following items shall be PAID CURRENT and prorated between Buyer and Seller as of Close Of Escrow: real property taxes and assessments, interest, Seller rental payments, HOA regular assessments due prior to Close Of Escrow, premiums on insurance assumed by Buyer, payments on bonds and assessments assumed by Buyer, and payments on Mello-Roos and other Special Assessment District bonds and assessments that are now a lien. Seller shall pay any HOA special or emergency assessments due prior to Close Of Escrow. The following items shall be assumed by Buyer WITHOUT CREDIT toward the purchase price: prorated payments on Mello-Roos and other Special Assessment District bonds and assessments and HOA special or emergency assessments that are due after Close Of Escrow. Property will be reassessed upon change of ownership. Any supplemental tax bills delivered to Escrow Holder prior to closing shall be prorated and paid as follows: (i) for periods after Close Of Escrow, by Buyer; and (ii) for periods prior to Close Of Escrow, by Seller (see C.A.R.
Form SPT or SBSA for further information). Seller agrees all service fees, maintenance costs and utility bills will be paid current up and through the date of Close Of Escrow. TAX BILLS AND UTILITY BILLS ISSUED AFTER CLOSE OF ESCROW SHALL BE HANDLED DIRECTLY BETWEEN BUYER AND SELLER. Prorations shall be made based on a 30-day month.
21. BROKERS AND AGENTS:
A. COMPENSATION:
(1) Broker Compensation: Seller or Buyer, or both, as applicable, agree to pay compensation to Broker as specified in a separate written agreement between Broker and that Seller or Buyer. The amount of compensation, if a percentage, will be based on the final purchase price. Buyer is advised that Buyer's Broker should not receive compensation from any source in excess of the amount in the buyer representation agreement. Compensation is payable upon Close Of Escrow, or if escrow does not close, as otherwise specified in the agreement between Broker and that Seller or Buyer. (2) Third party beneficiary: Seller acknowledges and agrees that Buyer's Broker is a third-party beneficiary of this Agreement and may pursue Seller for failure to pay the amount specified in this Agreement.
B. SCOPE OF DUTY: Buyer and Seller acknowledge and agree that Agent: (i) Does not decide what price Buyer should pay or Seller should accept; (ii) Does not guarantee the condition of the Property; (iii) Does not guarantee the performance, adequacy or completeness of inspections, services, products or repairs provided or made by Seller or others; (iv) Does not have an obligation to conduct an inspection of common areas or areas off the site of the Property; (v) Shall not be responsible for identifying defects on the Property, in common areas, or offsite unless such defects are visually observable by an inspection of reasonably accessible areas of the Property or are known to Agent; (vi) Shall not be responsible for inspecting public records or permits concerning the title or use of Property; (vii) Shall not be responsible for identifying the location of boundary lines or other items affecting title; (viii) Shall not be responsible for verifying square footage, representations of others or information contained in Investigation reports, Multiple Listing Service, advertisements, flyers or other promotional material; (ix) Shall not be responsible for determining the fair market value of the Property or any personal property included in the sale; (x) Shall not be responsible for providing legal or tax advice regarding any aspect of a transaction entered into by Buyer or Seller; and (xi) Shall not be responsible for providing other advice or information that exceeds the knowledge, education and experience required to perform real estate licensed activity.
Buyer and Seller agree to seek legal, tax, insurance, title and other desired assistance from appropriate professionals.
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C. BROKERAGE: Neither Buyer nor Seller has utilized the services of, or for any other reason owes compensation to, a licensed real estate broker (individual or corporate), agent, finder, or other entity, other than as specified in this Agreement, in connection with any act relating to the Property, including, but not limited to, inquiries, introductions, consultations, and negotiations leading to this Agreement. Buyer and Seller each agree to indemnify and hold the other, the Brokers specified herein and their agents, harmless from and against any costs, expenses or liability for compensation claimed inconsistent with the warranty and representation in this paragraph.
22. JOINT ESCROW INSTRUCTIONS TO ESCROW HOLDER:
A. ESCROW INSTRUCTION PARAGRAPHS: The following paragraphs, or applicable portions thereof, of this Agreement constitute the joint escrow instructions of Buyer and Seller to Escrow Holder, which Escrow Holder is to use along with any related counter offers and addenda, and any additional mutual instructions to close the escrow: paragraphs 1, 3A, 3B, 3D-G, 3N(2), 3Q, 3S, 4A, 4B, 5A(1-2), 5D, 5E, 11A, 11E(2), 16 (except 16C), 17H, 20, 21A, 22, 26, 31, 32, 35, 39, and 40. If a Copy of the separate compensation agreement(s) provided for in paragraph 21A is deposited with Escrow Holder by Agent, Escrow Holder shall accept such agreement(s) and pay out from Buyer's or Seller's funds, or both, as applicable, the Broker's compensation provided for in such agreement(s). The terms and conditions of this Agreement not set forth in the specified paragraphs are additional matters for the information of Escrow Holder, but about which Escrow Holder need not be concerned.
B. ESCROW HOLDER GENERAL PROVISIONS: Buyer and Seller will receive Escrow Holder's general provisions, if any, directly from Escrow Holder. To the extent the general provisions are inconsistent or conflict with this Agreement, the general provisions will control as to the duties and obligations of Escrow Holder only. Buyer and Seller shall Sign and return Escrow Holder's general provisions or supplemental instructions within the time specified in paragraph 3N(2). Buyer and Seller shall execute additional instructions, documents and forms provided by Escrow Holder that are reasonably necessary to close the escrow and, as directed by Escrow Holder, within 3 Days, shall pay to Escrow Holder or HOA or HOA management company or others any fee required by paragraphs 3, 8, 11, or elsewhere in this Agreement.
C. COPIES; STATEMENT OF INFORMATION; TAX WITHHOLDING INSTRUCTIONS: A Copy of this Agreement including any counter offer(s) and addenda shall be delivered to Escrow Holder within 3 Days after Acceptance. Buyer and Seller authorize Escrow Holder to accept and rely on Copies and Signatures as defined in this Agreement as originals, to open escrow and for other purposes of escrow. The validity of this Agreement as between Buyer and Seller is not affected by whether or when Escrow Holder Signs this Agreement. Escrow Holder shall provide Seller's Statement of Information to Title Company when received from Seller, if a separate company is providing title insurance. If Seller delivers an affidavit to Escrow Holder to satisfy Seller's FIRPTA obligation under paragraph 11A, Escrow Holder shall deliver to Buyer, Buyer's Agent, and Seller's Agent a Qualified Substitute statement that complies with federal Law. If Escrow Holder's Qualified Substitute statement does not comply with federal law, the Parties instruct escrow to withhold all applicable required amounts under paragraph 11A.
D. FEDERAL RESIDENTIAL REAL ESTATE REPORTING:
(1) REPORTING RULE: If in force, pursuant to rules issued by the Financial Crimes Enforcement Network (“FinCEN”) of the U.S. Department of the Treasury (“Treasury”), a “Reporting Person” (typically the escrow or title company responsible for closing) is required to report to FinCEN certain information about the Buyer and Seller if the following conditions occur:
(i) The property being purchased is real property with one to four residential units, or vacant land for which the transferee intends to build residential real property with one to four units, or shares in a cooperative housing corporation; (ii) the buyer is a legal entity or trust; and (iii) the buyer is making an “all-cash” purchase or financing the purchase through a lender that does not have an independent reporting obligation, such as a hard-money lender or seller financing. (2) CONTRACTUAL REQUIREMENTS:
(A) The Reporting Person may request data from Buyer and Seller even if the reporting requirements are being legally challenged. Buyer and Seller shall, within 7 Days after receiving a request for FinCEN information from the Reporting Person for the transaction, deliver to the Reporting Person all necessary information to satisfy the reporting requirements. Buyer to pay for any charge made by the Reporting Person for such collection, and if applicable, reporting;
(B) Buyer and Seller agree to make a good faith effort to acquire such information from any entity, beneficial owner, trustee or signing party that is not Buyer or Seller;
(C) If the Reporting Person notifies a Buyer or Seller that the other has failed to provide such information, the performing Buyer or Seller may cancel after first giving the non-performing Buyer or Seller a notice to perform. Any Buyer or Seller who fails to provide the requested information for themselves may be in breach of contract. (3) ESCROW COMPLIANCE: Buyer and Seller are advised that the Reporting Person is authorized not to close escrow if the requested information is not provided in full, regardless of whether due from Buyer or Seller or another person on their behalf.
E. BROKER COMPENSATION:
(1) Payment: Agents are not a party to the escrow except for the sole purpose of receiving compensation pursuant to paragraph 21A. If a Copy of the separate compensation agreement(s), including if applicable paragraph 3G(3) of this Agreement, is deposited with Escrow Holder by Agent, Escrow Holder shall accept such agreement(s) and pay out from Buyer's or Seller's funds, or both, as applicable, the Broker's compensation provided for in such agreement(s). Buyer and Seller irrevocably assign to Brokers compensation specified in paragraph 21A, and irrevocably instruct Escrow Holder to disburse those funds to Brokers at Close Of Escrow or pursuant to any other mutually executed cancellation agreement. Buyer's obligation to pay Buyer's Broker shall be offset by any amount that Seller pays Buyer's Broker. Compensation instructions can be amended or revoked only with the written consent of Brokers. Buyer and Seller shall release and hold harmless Escrow Holder from any liability resulting from Escrow Holder's payment to Broker(s) of compensation pursuant to this Agreement. (2) Compensation Disclosure: Escrow Holder shall provide to Buyer a closing statement or other written documentation disclosing the amount of compensation paid to Buyer's Broker. Escrow Holder shall provide to Seller a closing statement or other written documentation disclosing: (i) the amount of compensation paid to Seller's Broker; and (ii) if applicable pursuant to paragraph 3G(3) or other mutual instruction of the parties, the amount paid by Seller for Buyer's Broker compensation.
Escrow Holder's obligation pursuant to paragraph 22E, is not intended to alter any preexisting practice of Escrow Holder to issue, as applicable, joint or separate closing statements. Escrow Holder's obligation pursuant to paragraph 22E is independent of, but may be satisfied by, any closing statement mandated by Buyer's lender.
F. INVOICES: Buyer and Seller acknowledge that Escrow Holder may require invoices for expenses under this Agreement.
Buyer and Seller, upon request by Escrow Holder, within 3 Days or within a sufficient time to close escrow, whichever is sooner, shall provide any such invoices to Escrow Holder.
G. VERIFICATION OF DEPOSIT: Upon receipt, Escrow Holder shall provide Buyer, Seller, and each Agent verification of Buyer's deposit of funds pursuant to paragraph 5A(1) and C.A.R. Form IDA. Once Escrow Holder becomes aware of any of the following, Escrow Holder shall immediately notify each Agent: (i) if Buyer's initial or any additional deposit or down payment is not made pursuant to this Agreement, or is not good at time of deposit with Escrow Holder; or (ii) if Buyer and Seller instruct Escrow Holder to cancel escrow.
H. DELIVERY OF AMENDMENTS: A Copy of any amendment that affects any paragraph of this Agreement for which Escrow Holder is responsible shall be delivered to Escrow Holder within 3 Days after mutual execution of the amendment.
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23. SELECTION OF SERVICE PROVIDERS: Agents do not guarantee the performance of any vendors, service or product providers (“Providers”), whether referred by Agent or selected by Buyer, Seller or other person. Buyer and Seller may select ANY Providers of their own choosing.
24. MULTIPLE LISTING SERVICE (“MLS”): Agents are authorized to report to the MLS that an offer has been accepted and, upon Close Of Escrow, the sales price and other terms of this transaction shall be provided to the MLS to be published and disseminated to persons and entities authorized to use the information on terms approved by the MLS. Buyer acknowledges that: (i) any pictures, videos, floor plans (collectively, “Images”) or other information about the Property that has been or will be inputted into the MLS or internet portals, or both, at the instruction of Seller or in compliance with MLS rules, will not be removed after Close Of Escrow; (ii) California Civil Code § 1088(c) requires the MLS to maintain such Images and information for at least three years from when the listing was put into the MLS and as a result they may be displayed or circulated on the Internet, which cannot be controlled or removed by Seller or Agents; and (iii) Seller, Seller's Agent, Buyer's Agent, and MLS have no obligation or ability to remove such Images or information from the Internet.
25. ATTORNEY FEES AND COSTS: In any Legal Action between Buyer and Seller arising out of this Agreement, the prevailing Buyer or Seller shall be entitled to reasonable attorney fees and costs from the non-prevailing Buyer or Seller, except as provided in paragraph 37A.
26. ASSIGNMENT/NOMINATION: Buyer shall have the right to assign all of Buyer's interest in this Agreement to Buyer's wholly-owned entity or trust that exists at the time of such assignment. Otherwise, Buyer shall not assign all or any part of Buyer's interest in this Agreement without first obtaining Seller's separate written consent to a specified assignee (C.A.R. Form AOAA). Seller shall not unreasonably withhold such consent. Prior to any assignment, Buyer shall disclose to Seller the name of the assignee and the amount of any monetary consideration between Buyer and assignee. Seller's withholding of consent shall be deemed reasonable if: (i) Buyer is to receive any monetary or other consideration for the assignment; (ii) Buyer makes any misrepresentation(s) to Seller about any aspect of the assignment; or (iii) Buyer Delivers an assignment request to Seller after the time specified in paragraph 3K. Buyer shall provide assignee with all documents related to this Agreement including, but not limited to, the Agreement and any disclosures.
If assignee is Buyer's wholly-owned entity or trust, that assignee does not need to re-sign or initial all documents provided. Whether or not an assignment requires seller's consent, at the time of assignment, assignee shall deliver a letter from assignee's lender that assignee is prequalified or preapproved as specified in paragraph 6B. Should assignee fail to deliver such letter, Seller, after first giving assignee a Notice to Buyer to Perform, may terminate the assignment. Any total or partial assignment shall not relieve Buyer of Buyer's obligations pursuant to this Agreement unless Otherwise Agreed by Seller. Parties shall provide any assignment agreement to Escrow Holder within 1 Day after the assignment. Any nomination by Buyer shall be subject to the same procedures, requirements, and terms as an assignment as specified in this paragraph.
27. SUCCESSORS AND ASSIGNS: This Agreement shall be binding upon, and inure to the benefit of, Buyer and Seller and their respective successors and assigns, except as otherwise provided herein.
28. ENVIRONMENTAL HAZARD CONSULTATION: Buyer and Seller acknowledge: (i) Federal, state, and local legislation impose liability upon existing and former owners and users of real property, in applicable situations, for certain legislatively defined, environmentally hazardous substances; (ii) Agent(s) has/have made no representation concerning the applicability of any such Law to this transaction or to Buyer or to Seller, except as otherwise indicated in this Agreement; (iii) Agent(s) has/have made no representation concerning the existence, testing, discovery, location, and evaluation of/for, and risks posed by, environmentally hazardous substances, if any, located on or potentially affecting the Property; and (iv) Buyer and Seller are each advised to consult with technical and legal experts concerning the existence, testing, discovery, location and evaluation of/for, and risks posed by, environmentally hazardous substances, in any, located on or potentially affecting the Property.
29. AMERICANS WITH DISABILITIES ACT: The Americans With Disabilities Act (“ADA”) prohibits discrimination against individuals with disabilities. The ADA affects almost all commercial facilities and public accommodations. Residential properties are not typically covered by the ADA, but may be governed by its provisions if used for certain purposes. The ADA can require, among other things, that buildings be made readily accessible to the disabled. Different requirements apply to new construction, alterations to existing buildings, and removal of barriers in existing buildings. Compliance with the ADA may require significant costs. Monetary and injunctive remedies may be incurred if the Property is not in compliance. A real estate broker or agent does not have the technical expertise to determine whether a building is in compliance with ADA requirements, or to advise a principal on those requirements. Buyer and Seller are advised to contact a qualified California real estate attorney, contractor, architect, engineer, or other qualified professional of Buyer or Seller's own choosing to determine to what degree, if any, the ADA impacts that principal or this transaction.
30. COPIES: Seller and buyer each represent that Copies of all reports, certificates, approvals, and other documents that are furnished to the other are true, correct, and unaltered Copies of the original documents, if the originals are in the possession of the furnishing party.
31. LEGALLY AUTHORIZED SIGNER: Wherever the signature or initials of the Legally Authorized Signer identified in paragraph 39 or paragraph 40 appear on this Agreement or any related documents, it shall be deemed to be in a representative capacity for the entity described and not in an individual capacity, unless otherwise indicated. The Legally Authorized Signer (i) represents that the entity for which that person is acting already exists and is in good standing to do business in California and (ii) shall Deliver to the other Party and Escrow Holder, within 3 Days after Acceptance, evidence of authority to act in that capacity (such as but not limited to: applicable portion of the trust or Certification Of Trust (Probate Code § 18100.5), letters of testamentary, court order, power of attorney, corporate resolution, or formation documents of the business entity).
32. DEFINITIONS and INSTRUCTIONS: The following words are defined terms in this Agreement, shall be indicated by initial capital letters throughout this Agreement, and have the following meaning whenever used:
A. “Acceptance” means the time the offer or final counter offer is fully executed, in writing, by the recipient Party and is Delivered to the offering Party or that Party's Authorized Agent.
B. “Agent” means the Broker, salesperson, broker-associate or any other real estate licensee licensed under the brokerage firm identified in paragraph 2B.
C. “Agreement” means this document and any counter offers and any incorporated addenda or amendments, collectively forming the binding agreement between the Parties. Addenda and amendments are incorporated only when Signed and Delivered by all Parties.
D. “As-Is” condition: Seller shall disclose known material facts and defects as specified in this Agreement. Buyer has the right to inspect the Property and, within the time specified, request that Seller make repairs or take other corrective action, or exercise any contingency cancellation rights in this Agreement. Seller is only required to make repairs specified in this Agreement or as Otherwise Agreed.
E. “Authorized Agent” means an individual real estate licensee specified in the Real Estate Broker Section.
F. “C.A.R. Form” means the most current version of the specific form referenced or another comparable form agreed to by the Parties.
G. “Close Of Escrow”, including “COE”, means the date the grant deed, or other evidence of transfer of title, is recorded for any real property, or the date of Delivery of a document evidencing the transfer of title for any non-real property transaction.
H. “Copy” means copy by any means including photocopy, facsimile and electronic.
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I. Counting Days is done as follows unless Otherwise Agreed: (1) The first Day after an event is the first full calendar date following the event, and ending at 11:59 pm. For example, if a Notice to Buyer to Perform (C.A.R. form NBP) is Delivered at 3 pm on the 7th calendar day of the month, or Acceptance of a counter offer is personally received at 12 noon on the 7th calendar day of the month, then the 7th is Day “0” for purposes of counting days to respond to the NBP or calculating the Close Of Escrow date or contingency removal dates and the 8th of the month is Day 1 for those same purposes. (2) All calendar days are counted in establishing the first Day after an event. (3) All calendar days are counted in determining the date upon which performance must be completed, ending at 11:59 pm on the last day for performance (“Scheduled Performance Day”). (4) After Acceptance, if the Scheduled Performance Day for any act required by this Agreement, including Close Of Escrow, lands on a Saturday, Sunday, or Legal Holiday, the performing party shall be allowed to perform on the next day that is not a Saturday, Sunday or Legal Holiday (“Allowable Performance Day”), and ending at 11:59 pm. “Legal Holiday” shall mean any holiday or optional bank holiday under Civil Code §§ 7 and 7.1 and any holiday under Government Code § 6700. (5) For the purposes of COE, any day that the Recorder's office in the County where the Property is located is closed or any day that the lender or Escrow Holder under this Agreement is closed, the COE shall occur on the next day the Recorder's office in that County, the lender, and the Escrow Holder are open. (6) COE is considered Day 0 for purposes of counting days Seller is allowed to remain in possession, if permitted by this Agreement.
J. “Day" or "Days” means calendar day or days. However, delivery of deposit to escrow is based on business days.
K. “Deliver”, “Delivered” or “Delivery” of documents, unless Otherwise Agreed, means and shall be effective upon personal receipt of the document by Buyer or Seller or their Authorized Agent. Personal receipt means (i) a Copy of the document, or as applicable, link to the document, is in the possession of the Party or Authorized Agent, regardless of the Delivery method used (i.e. e-mail, text, other). A document, or as applicable link to a document, shall be deemed to be “in possession” if it is located in the inbox for the applicable Party or Authorized Agent; or (ii) an electronic Copy of the document, or as applicable, link to the document, has been sent to the designated electronic delivery address specified in the Real Estate Broker Section unless Otherwise Agreed in C.A.R. Form DEDA. After Acceptance, Agent may change the designated electronic delivery address for that Agent by, in writing, Delivering notice of the change in designated electronic delivery address to the other Party (C.A.R. Form DEDA). Links could be, for example, to DropBox or Google Drive or other functionally equivalent program. If the recipient of a link is unable or unwilling to open the link or download the documents or otherwise prefers Delivery of the documents directly, Recipient of a link shall notify the sender in writing, within 3 Days after Delivery of the link (C.A.R. Form RFR). In such case, Delivery shall be effective upon Delivery of the documents and not the link. Failure to notify sender within the time specified above shall be deemed consent to receive, and recipient opening, the document by link.
L. “Electronic Copy” or “Electronic Signature” means, as applicable, an electronic copy or signature complying with California Law. Unless Otherwise Agreed, Buyer and Seller agree to the use of Electronic Signatures. Buyer and Seller agree that electronic means will not be used by either Party to modify or alter the content or integrity of this Agreement without the knowledge and consent of the other Party.
M. “Law” means any law, code, statute, ordinance, regulation, rule or order, which is adopted by a controlling city, county, state or federal legislative, judicial or executive body or agency.
N. "Legal Action" means a lawsuit or legal proceeding in arbitration or court.
O. "Legally Authorized Signer" means an individual who has authority to Sign for the principal as specified in paragraph 39 or paragraph 40.
P. “Otherwise Agreed” means an agreement in writing, signed by both Parties and Delivered to each.
Q. “Repairs” means any repairs (including pest control), alterations, replacements, modifications or retrofitting of the Property provided for under this Agreement.
R. "Sign" or “Signed” means either a handwritten or Electronic Signature on an original document, Copy or any counterpart.
33. EQUAL HOUSING OPPORTUNITY: The Property is sold in compliance with federal, state and local anti-discrimination Laws.
34. TERMS AND CONDITIONS OF OFFER: This is an offer to purchase the Property on the terms and conditions herein. The individual Liquidated Damages and Arbitration of Disputes paragraphs are incorporated in this Agreement if initialed by all Parties or if incorporated by mutual agreement in a Counter Offer or addendum. If at least one but not all Parties initial, a Counter Offer is required until agreement is reached. Seller has the right to continue to offer the Property for sale and to accept any other offer at any time prior to notification of Acceptance and to market the Property for backup offers after Acceptance. The Parties have read and acknowledge receipt of a Copy of the offer and agree to the confirmation of agency relationships. If this offer is accepted and Buyer subsequently defaults, Buyer may be responsible for payment of Brokers' compensation. This Agreement and any supplement, addendum or modification, including any Copy, may be Signed in two or more counterparts, all of which shall constitute one and the same writing.
By signing this offer or any document in the transaction, the Party Signing the document is deemed to have read the document in its entirety.
35. TIME OF ESSENCE; ENTIRE CONTRACT; CHANGES: Time is of the essence. All understandings between the Parties are incorporated in this Agreement. Its terms are intended by the Parties as a final, complete and exclusive expression of their Agreement with respect to its subject matter and may not be contradicted by evidence of any prior agreement or contemporaneous oral agreement.
If any provision of this Agreement is held to be ineffective or invalid, the remaining provisions will nevertheless be given full force and effect. Except as Otherwise Agreed, this Agreement shall be interpreted, and disputes shall be resolved in accordance with the Laws of the State of California. Neither this Agreement nor any provision in it may be extended, amended, modified, altered or changed, except in writing Signed by Buyer and Seller.
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36. LIQUIDATED DAMAGES:
If Buyer fails to complete this purchase because of Buyer's default, Seller shall retain, as liquidated damages, the deposit actually paid. Release of funds will require mutual, Signed release instructions from both Buyer and Seller, judicial decision or arbitration award. AT THE TIME OF ANY INCREASED DEPOSIT BUYER AND
SELLER SHALL SIGN A SEPARATE LIQUIDATED DAMAGES PROVISION INCORPORATING THE INCREASED DEPOSIT AS LIQUIDATED DAMAGES (C.A.R. FORM DID).
Buyer's Initials / Seller's Initials /
37. MEDIATION:
A. The Parties agree to mediate any dispute or claim arising between them out of this Agreement, or any resulting transaction, before resorting to arbitration or court action. The mediation shall be conducted through the C.A.R. Dispute Resolution Center for Real Estate (www.consumermediation.org) or through any other mediation provider or service mutually agreed to by the Parties.
The Parties also agree to mediate any disputes or claims with Agents(s), who, in writing, agree to such mediation prior to, or within a reasonable time after, the dispute or claim is presented to the Agent. Mediation fees, if any, shall be divided equally among the Parties involved, and shall be recoverable under the prevailing party attorney fees clause. If, for any dispute or claim to which this paragraph applies, any Party (i) commences Legal Action without first attempting to resolve the matter through mediation, or (ii) before commencement of Legal Action, refuses to mediate after a request has been made, then that Party shall not be entitled to recover attorney fees, even if they would otherwise be available to that Party in any such action. THIS MEDIATION PROVISION APPLIES WHETHER OR NOT THE ARBITRATION PROVISION IS INITIALED.
B. ADDITIONAL MEDIATION TERMS: (i) Exclusions from this mediation agreement are specified in paragraph 39B; (ii) The obligation to mediate does not preclude the right of either Party to seek a preservation of rights under paragraph 39C; and (iii) Agent's rights and obligations are further specified in paragraph 38D.
38. ARBITRATION OF DISPUTES:
A. The Parties agree that any dispute or claim in Law or equity arising between them out of this Agreement or any resulting transaction, which is not settled through mediation, shall be decided by neutral, binding arbitration. The Parties also agree to arbitrate any disputes or claims with Agents(s), who, in writing, agree to such arbitration prior to, or within a reasonable time after, the dispute or claim is presented to the Agent. The arbitration shall be conducted through any arbitration provider or service mutually agreed to by the Parties. The arbitrator shall be a retired judge or justice, or an attorney with at least 5 years of transactional real estate Law experience, unless the Parties mutually agree to a different arbitrator. Enforcement of, and any motion to compel arbitration pursuant to, this agreement to arbitrate shall be governed by the procedural rules of the Federal Arbitration Act, and not the California Arbitration Act, notwithstanding any language seemingly to the contrary in this Agreement. The Parties shall have the right to discovery in accordance with Code of Civil Procedure § 1283.05. The arbitration shall be conducted in accordance with Title 9 of Part 3 of the Code of Civil Procedure. Judgment upon the award of the arbitrator(s) may be entered into any court having jurisdiction.
B. EXCLUSIONS: The following matters are excluded from mediation and arbitration: (i) Any matter that is within the jurisdiction of a probate, small claims or bankruptcy court; (ii) an unlawful detainer action; and (iii) a judicial or nonjudicial foreclosure or other action or proceeding to enforce a deed of trust, mortgage or installment land sale contract as defined in Civil Code § 2985.
C. PRESERVATION OF ACTIONS: The following shall not constitute a waiver nor violation of the mediation and arbitration provisions: (i) the filing of a court action to preserve a statute of limitations; (ii) the filing of a court action to enable the recording of a notice of pending action, for order of attachment, receivership, injunction, or other provisional remedies, provided the filing party concurrent with, or immediately after such filing, makes a request to the court for a stay of litigation pending any applicable mediation or arbitration proceeding; or (iii) the filing of a mechanic's lien.
D. AGENTS: Agents shall not be obligated nor compelled to mediate or arbitrate unless they agree to do so in writing.
Any Agents(s) participating in mediation or arbitration shall not be deemed a party to this Agreement.
E. “NOTICE: BY INITIALING IN THE SPACE BELOW YOU ARE AGREEING TO HAVE ANY DISPUTE ARISING
OUT OF THE MATTERS INCLUDED IN THE 'ARBITRATION OF DISPUTES' PROVISION DECIDED BY
NEUTRAL ARBITRATION AS PROVIDED BY CALIFORNIA LAW AND YOU ARE GIVING UP ANY RIGHTS YOU MIGHT POSSESS TO HAVE THE DISPUTE LITIGATED IN A COURT OR JURY TRIAL. BY INITIALING IN
THE SPACE BELOW YOU ARE GIVING UP YOUR JUDICIAL RIGHTS TO DISCOVERY AND APPEAL,
UNLESS THOSE RIGHTS ARE SPECIFICALLY INCLUDED IN THE 'ARBITRATION OF DISPUTES' PROVISION. IF YOU REFUSE TO SUBMIT TO ARBITRATION AFTER AGREEING TO THIS PROVISION, YOU
MAY BE COMPELLED TO ARBITRATE UNDER THE AUTHORITY OF THE CALIFORNIA CODE OF CIVIL PROCEDURE. YOUR AGREEMENT TO THIS ARBITRATION PROVISION IS VOLUNTARY.” “WE HAVE READ AND UNDERSTAND THE FOREGOING AND AGREE TO SUBMIT DISPUTES ARISING OUT OF THE MATTERS INCLUDED IN THE 'ARBITRATION OF DISPUTES' PROVISION TO NEUTRAL ARBITRATION.” Buyer's Initials / Seller's Initials /
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39. OFFER
A. EXPIRATION OF OFFER: This offer shall be deemed revoked and the deposit, if any, shall be returned to Buyer unless by the date and time specified in paragraph 3C, the offer is Signed by Seller and a Copy of the Signed offer is Delivered to Buyer or Buyer's Authorized Agent. Seller has no obligation to respond to an offer made.
B. ENTITY BUYERS: (Note: If this paragraph is completed, a Representative Capacity Signature Disclosure (C.A.R.
Form RCSD) is not required for the Legally Authorized Signers designated below.) (1) Non-Individual (entity) Buyers: One or more Buyers is a trust, corporation, LLC, probate estate, partnership, holding a power of attorney or other entity.
(2) Full entity name: The following is the full name of the entity (if a trust, enter the complete trust name; if under probate, enter full name of the estate, including case #):
.
(3) Contractual Identity of Buyer: For purposes of this Agreement, when the name described below is used, it shall be deemed to be the full entity name.
(A) If a trust: The trustee(s) of the trust or a simplified trust name (ex. John Doe, co-trustee, Jane Doe, co-trustee or Doe Revocable Family Trust);
(B) If Property is sold under the jurisdiction of a probate court: The name of the executor or administrator, or a simplified probate name (John Doe, executor, or Estate (or Conservatorship) of John Doe). (4) Legally Authorized Signer:
(A) This Agreement is being Signed by a Legally Authorized Signer in a representative capacity and not for him/herself as an individual. See paragraph 31 for additional terms.
(B) The name(s) of the Legally Authorized Signer(s) is/are: , .
C. The VLPA has 17 pages. Buyer acknowledges receipt of, and has read and understands, every page and all attachments that make up the Agreement.
D. BUYER SIGNATURE(S):
(Signature) By, Date:
Printed name of BUYER:
Printed Name of Legally Authorized Signer: Title, if applicable, (Signature) By, Date:
Printed name of BUYER:
Printed Name of Legally Authorized Signer: Title, if applicable, IF MORE THAN TWO SIGNERS, USE Additional Signature Addendum (C.A.R. Form ASA).
40. ACCEPTANCE
A. ACCEPTANCE OF OFFER: Seller warrants that Seller is the owner of the Property or has the authority to execute this Agreement. Seller accepts the above offer and agrees to sell the Property on the above terms and conditions. Seller has read and acknowledges receipt of a Copy of this Agreement and authorizes Agent to Deliver a Signed Copy to Buyer.
Seller's acceptance is subject to the attached Counter Offer or Back-Up Offer Addendum, or both, checked below.
Seller shall return and include the entire agreement with any response.
Seller Counter Offer (C.A.R. Form SCO or SMCO)
Back-Up Offer Addendum (C.A.R. Form BUO)
B. ENTITY SELLERS: (Note: If this paragraph is completed, a Representative Capacity Signature Disclosure form (C.A.R. Form RCSD) is not required for the Legally Authorized Signers designated below.) (1) Non-Individual (entity) Sellers: One or more Sellers is a trust, corporation, LLC, probate estate, partnership, holding a power of attorney or other entity.
(2) Full entity name: The following is the full name of the entity (if a trust, enter the complete trust name; if under probate, enter full name of the estate, including case #):
.
(3) Contractual Identity of Seller: For purposes of this Agreement, when the name described below is used, it shall be deemed to be the full entity name.
(A) If a trust: The trustee(s) of the trust or a simplified trust name (ex. John Doe, co-trustee, Jane Doe, co-trustee or Doe Revocable Family Trust);
(B) If Property is sold under the jurisdiction of a probate court: The name of the executor or administrator, or a simplified probate name (John Doe, executor, or Estate (or Conservatorship) of John Doe). (4) Legally Authorized Signer:
(A) This Agreement is being Signed by a Legally Authorized Signer in a representative capacity and not for him/herself as an individual. See paragraph 31 for additional terms.
(B) The name(s) of the Legally Authorized Signer(s) is/are: , .
C. The VLPA has 17 pages. Seller acknowledges receipt of, and has read and understands, every page and all attachments that make up the Agreement.
D. SELLER SIGNATURE(S):
(Signature) By, Date:
Printed name of SELLER:
Printed Name of Legally Authorized Signer: Title, if applicable, (Signature) By, Date:
Printed name of SELLER:
Printed Name of Legally Authorized Signer: Title, if applicable, IF MORE THAN TWO SIGNERS, USE Additional Signature Addendum (C.A.R. Form ASA).
VLPA REVISED 6/26 (PAGE 16 OF 17)
VACANT LAND PURCHASE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (VLPA PAGE 16 OF 17) Produced with Lone Wolf Transactions (zipForm Edition) 717 N Harwood St, Suite 2200, Dallas, TX 75201 www.lwolf.com Sioux Dr Parcel 24, Shasta Lake City, 96019 August 24, 2026 City Of Shasta Lake A Municipal Corporation
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Authentisign ID: 33093759-0CA0-F111-9B33-000D3A4FF82A
82 Property Address: Date:
REAL ESTATE BROKERS SECTION:
1. Real Estate Agents are not parties to the Agreement between Buyer and Seller.
2. Agency relationships are confirmed as stated in paragraph 2.
3. Presentation of Offer: Pursuant to the National Association of REALTORS® Standard of Practice 1-7, if Buyer's Agent makes a written request, Seller's Agent shall confirm in writing that this offer has been presented to Seller.
4. Agents' Signatures and designated electronic delivery address:
A. Buyer's Brokerage Firm DRE Lic. #
By DRE Lic. # Date
By DRE Lic. # Date
Address City State Zip
Email Phone #
More than one agent from the same firm represents Buyer. Additional Agent Acknowledgement (C.A.R. Form AAA) attached.
More than one brokerage firm represents Buyer. Additional Broker Acknowledgement (C.A.R. Form ABA) attached.
Designated Electronic Delivery Address(es): Email above or Attached DEDA: If Parties elect to have an alternative Delivery method, such method may be indicated on C.A.R. Form DEDA.
B. Seller's Brokerage Firm DRE Lic. #
By DRE Lic. # Date
By DRE Lic. # Date
Address City State Zip
Email Phone #
More than one agent from the same firm represents Seller. Additional Agent Acknowledgement (C.A.R. Form AAA) attached.
More than one brokerage firm represents Seller. Additional Broker Acknowledgement (C.A.R. Form ABA) attached.
Designated Electronic Delivery Address(es) (To be filled out by Seller's Agent): Email above or Attached DEDA: If Parties elect to have an alternative Delivery method, such method may be indicated on C.A.R. Form DEDA.
Buyer's Initials / Seller's Initials /
ESCROW HOLDER ACKNOWLEDGMENT:
Escrow Holder acknowledges receipt of a Copy of this Agreement, (if checked, a deposit in the amount of $ ), Counter Offer numbers and , and agrees to act as Escrow Holder subject to paragraph 22 of this Agreement, any supplemental escrow instructions and the terms of Escrow Holder's general provisions.
Escrow Holder is advised by that the date of Acceptance of the Agreement is Escrow Holder Escrow #
By Date
Address
Phone/Fax/E-mail
Escrow Holder has the following license number #
Department of Financial Protection and Innovation, Department of Insurance, Department of Real Estate.
PRESENTATION OF OFFER: / Seller's Brokerage Firm presented this offer to Seller on (date).
Broker or Designee Initials
OFFER NOT ACCEPTED: ______/______ No Counter Offer is being made. This offer was not accepted by Seller __________ (date) Seller's Initials
© 2026, California Association of REALTORS®, Inc. United States copyright law (Title 17 U.S. Code) forbids the unauthorized distribution, display and reproduction of this form, or any portion thereof, by photocopy machine or any other means, including facsimile or computerized formats. THIS FORM HAS BEEN APPROVED BY THE CALIFORNIA ASSOCIATION OF REALTORS®. NO REPRESENTATION IS MADE AS TO THE LEGAL VALIDITY OR ACCURACY OF ANY PROVISION IN ANY SPECIFIC TRANSACTION. A REAL ESTATE BROKER IS THE PERSON QUALIFIED TO ADVISE ON REAL ESTATE TRANSACTIONS. IF YOU DESIRE LEGAL OR TAX ADVICE, CONSULT AN APPROPRIATE PROFESSIONAL. This form is made available to real estate professionals through an agreement with or purchase from the California Association of REALTORS®.
Published and Distributed by: REAL ESTATE BUSINESS SERVICES, LLC. a subsidiary of the California Association of REALTORS® VLPA REVISED 6/26 (PAGE 17 OF 17)
VACANT LAND PURCHASE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (VLPA PAGE 17 OF 17) Produced with Lone Wolf Transactions (zipForm Edition) 717 N Harwood St, Suite 2200, Dallas, TX 75201 www.lwolf.com Sioux Dr Parcel 24, Shasta Lake City, 96019 August 24, 2026 RELEVANT REAL ESTATE 01161168
Dustin Foster 01709563
RELEVANT REAL ESTATE 01161168
Dustin Foster 01709563
2789 Bechelli Lane Redding CA 96002
[email protected]
//
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Authentisign ID: 33093759-0CA0-F111-9B33-000D3A4FF82A
83 FAIR HOUSING AND DISCRIMINATION ADVISORY
(C.A.R. Form FHDA, Revised 12/24)
1. EQUAL ACCESS TO HOUSING FOR ALL: All housing in California is available to all persons. Discrimination as noted below is prohibited by law. Resources are available for those who have experienced unequal treatment under the law.
2. FEDERAL AND STATE LAWS PROHIBIT DISCRIMINATION AGAINST IDENTIFIED PROTECTED CLASSES:
A. FEDERAL FAIR HOUSING ACT (“FHA”) Title VIII of the Civil Rights Act; 42 U.S.C. §§ 3601-3619; Prohibits discrimination in sales, rental or financing of residential housing against persons in protected classes; B. CALIFORNIA FAIR EMPLOYMENT AND HOUSING ACT (“FEHA”) California Government Code (“GC”) §§ 12900- 12996,12955; 2 California Code of Regulations (“CCR”) §§ 12005-12271; Prohibits discrimination in sales, rental or financing of housing opportunity against persons in protected classes by providers of housing accommodation and financial assistance services as related to housing;
C. CALIFORNIA UNRUH CIVIL RIGHTS ACT (“Unruh”) California Civil Code (“CC”) § 51; Prohibits business establishments from discriminating against, and requires full and equal accommodation, advantages, facilities, privileges, and services to persons in protected classes;
D. AMERICANS WITH DISABILITIES ACT (“ADA”) 42 U.S.C. §§ 12181-12189; Title III of the ADA prohibits discrimination based on disability in public accommodations; and
E. OTHER FAIR HOUSING LAWS: § 504 of Rehabilitation Act of 1973 29 U.S.C. § 794; Ralph Civil Rights Act CC § 51.7; California Disabled Persons Act; CC §§ 54-55.32; any local city or county fair housing ordinances, as applicable.
3. POTENTIAL LEGAL REMEDIES FOR UNLAWFUL DISCRIMINATION: Violations of fair housing laws may result in monetary civil fines, injunctive relief, compensatory and/or punitive damages, and attorney fees and costs.
4. PROTECTED CLASSES/CHARACTERISTICS: Whether specified in Federal or State law or both, discrimination against persons based on that person's belonging to, association with, or perceived membership in, certain classes or categories, such as the following, is prohibited. Other classes, categories or restrictions may also apply.
Race (and race traits) Color Ancestry National Origin Religion Age Sex, Sexual Orientation Gender, Gender Identity,
Gender expression
Marital Status Familial Status (family with
a child or children under
18)
Citizenship Immigration Status Primary Language Military/Veteran Status Source of Income (e.g., Section 8 Voucher)
Medical Condition Disability (Mental & Physical) Genetic Information Criminal History (nonrelevant convictions)Any Arbitrary Characteristic or Intersectionality
5. THE CALIFORNIA DEPARTMENT OF REAL ESTATE REQUIRES TRAINING AND SUPERVISION TO PREVENT HOUSING DISCRIMINATION BY REAL ESTATE LICENSEES:
A. California Business & Professions Code (“B&PC”) § 10170.5(a)(4) requires 3 hours of training on fair housing for DRE license renewal; Real Estate Regulation § 2725(f) requires brokers who oversee salespersons to be familiar with the requirements of federal and state laws relating to the prohibition of discrimination.
B. Violation of DRE regulations or real estate laws against housing discrimination by a real estate licensee may result in the loss or suspension of the licensee's real estate license. B&PC §10177(l)(1); 10 CCR § 2780
6. REALTOR® ORGANIZATIONS PROHIBIT DISCRIMINATION: NAR Code of Ethics Article 10 prohibits discrimination in employment practices or in rendering real estate license services against any person because of race, color, religion, sex, disability, familial status, national origin, sexual orientation, or gender identity by REALTORS®.
7. WHO IS REQUIRED TO COMPLY WITH FAIR HOUSING LAWS?
Below is a non-exclusive list of providers of housing accommodations or financial assistance services as related to housing who are most likely to be encountered in a housing transaction and who must comply with fair housing laws. ● Sellers ● Landlords/Housing Providers ● Sublessors
● Real estate licensees ● Real estate brokerage firms ● Property managers ● Mobilehome parks ● Homeowners Associations (“HOAs”); ● Banks and Mortgage lenders ● Insurance companies ● Government housing services ● Appraisers
8. EXAMPLES OF CONDUCT THAT MAY NOT BE MOTIVATED BY DISCRIMINATORY INTENT BUT COULD HAVE A DISCRIMINATORY EFFECT:
A. Prior to acceptance of an offer, asking for or offering buyer personal information or letters from the buyer, especially with photos.
Those types of documents may inadvertently reveal, or be perceived as revealing, protected status information thereby increasing the risk of (i) actual or unconscious bias, and (ii) potential legal claims against sellers and others by prospective buyers whose offers were rejected.
B. Refusing to rent (i) an upper-level unit to an elderly tenant out of concern for the tenant's ability to navigate stairs or (ii) a house with a pool to a person with young children out of concern for the children's safety.
9. EXAMPLES OF UNLAWFUL OR IMPROPER CONDUCT BASED ON A PROTECTED CLASS OR CHARACTERISTIC:
A. Refusing to negotiate for a sale, rental or financing or otherwise make a housing opportunity unavailable; failing to present offers due to a person's protected status;
B. Refusing or failing to show, rent, sell or finance housing; “channeling” or “steering” a prospective buyer or tenant to or away from a particular area due to that person's protected status or because of the racial, religious or ethnic composition of the neighborhood; C. “Blockbusting” or causing “panic selling” by inducing a listing, sale or rental based on the grounds of loss of value of property, increase in crime, or decline in school quality due to the entry or prospective entry of people in protected categories into the neighborhood;
D. Making any statement or advertisement that indicates any preference, limitation, or discrimination; © 2024, California Association of REALTORS®, Inc.
FHDA REVISED 12/24 (PAGE 1 OF 2)
FAIR HOUSING AND DISCRIMINATION ADVISORY (FHDA PAGE 1 OF 2) Phone: Fax:
Produced with Lone Wolf Transactions (zipForm Edition) 717 N Harwood St, Suite 2200, Dallas, TX 75201 www.lwolf.com RELEVANT REAL ESTATE, 2789 Bechelli Lane Redding CA 96002 5305157186 sioux Dustin Foster
Authentisign ID: 33093759-0CA0-F111-9B33-000D3A4FF82A
84 E. Inquiring about protected characteristics (such as asking tenant applicants if they are married, or prospective purchasers if they have children or are planning to start a family);
F. Using criminal history information before otherwise affirming eligibility, and without a legally sufficient justification; G. Failing to assess financial standards based on the portion of the income responsible by a tenant who receives government subsidies (such as basing an otherwise neutral rent to income ratio on the whole rent rather than just the part of rent that is the tenant's responsibility);
H. Denying a home loan or homeowner's insurance;
I. Offering inferior terms, conditions, privileges, facilities or services; J. Using different qualification criteria or procedures for sale or rental of housing such as income standards, application requirements, application fees, credit analyses, sale or rental approval procedures or other requirements; K. Harassing a person;
L. Taking an adverse action based on protected characteristics; M. Refusing to permit a reasonable modification to the premises, as requested by a person with a disability (such as refusing to allow a tenant who uses a wheelchair to install, at their expense, a ramp over front or rear steps, or refusing to allow a tenant with a disability from installing, at their own expense, grab bars in a shower or bathtub); N. Refusing to make reasonable accommodation in policies, rules, practices, or services for a person with a disability (such as the following, if an actual or prospective tenant with a disability has a service animal or support animal):
(i) Failing to allow that person to keep the service animal or emotional support animal in rental property, (ii) Charging that person higher rent or increased security deposit, or (iii) Failing to show rental or sale property to that person who is accompanied by the service animal or support animal, and; O. Retaliating for asserting rights under fair housing laws.
10. EXAMPLES OF POSITIVE PRACTICES:
A. Real estate licensees working with buyers or tenants should apply the same objective property selection criteria, such as location/neighborhood, property features, and price range and other considerations, to all prospects.
B. Real estate licensees should provide complete and objective information to all clients based on the client's selection criteria.
C. Real estate licensees should provide the same professional courtesy in responding to inquiries, sharing of information and offers of assistance to all clients and prospects.
D. Housing providers should not make any statement or advertisement that directly or indirectly implies preference, limitation, or discrimination regarding any protected characteristic (such as “no children” or “English-speakers only”).
E. Housing providers should use a selection process relying on objective information about a prospective buyer's offer or tenant's application and not seek any information that may disclose any protected characteristics (such as using a summary document, e.g. C.A.R. Form SUM-MO, to compare multiple offers on objective terms).
11. FAIR HOUSING RESOURCES: If you have questions about your obligations or rights under the Fair Housing laws, or you think you have been discriminated against, you may want to contact one or more of the sources listed below to discuss what you can do about it, and whether the resource is able to assist you.
A. Federal: https://www.hud.gov/program_offices/fair_housing_equal_opp B. State: https://calcivilrights.ca.gov/housing/
C. Local: local Fair Housing Council office (non-profit, free service) D. DRE: https://www.dre.ca.gov/Consumers/FileComplaint.html E. Local Association of REALTORS®. List available at: https://www.car.org/en/contactus/rosters/localassociationroster.
F. Any qualified California fair housing attorney, or if applicable, landlord-tenant attorney.
12. LIMITED EXCEPTIONS TO FAIR HOUSING REQUIREMENTS: No person should rely on any exception below without first seeking legal advice about whether the exception applies to their situation. Real estate licensees are not qualified to provide advice on the application of these exceptions.
A. Legally compliant senior housing is exempt from FHA, FEHA and Unruh as related to age or familial status only; B. An owner of a single-family residence who resides at the property with one lodger may be exempt from FEHA for rental purposes, PROVIDED no real estate licensee is involved in the rental; C. An owner of a single-family residence may be exempt from FHA for sale or rental purposes, PROVIDED (i) no real estate licensee is involved in the sale or rental and (ii) no discriminatory advertising is used, and (iii) the owner owns no more than three single-family residences. Other restrictions apply; D. An owner of residential property with one to four units who resides at the property, may be exempt from FHA for rental purposes, PROVIDED no real estate licensee is involved in the rental; and E. Both FHA and FEHA do not apply to roommate situations. See, Fair Housing Council v Roommate.com LLC, 666 F.3d 1216 (2019).
F. Since both the 14th Amendment of the U.S. Constitution and the Civil Rights Act of 1866 prohibit discrimination based on race; the FHA and FEHA exemptions do not extend to discrimination based on race.
Buyer/Tenant and Seller/Housing Provider have read, understand and acknowledge receipt of a copy of this Fair Housing & Discrimination Advisory.
Buyer/Tenant Date
Buyer/Tenant Date
Seller/Housing Provider Date
Seller/Housing Provider Date
© 2024, California Association of REALTORS®, Inc. United States copyright law (Title 17 U.S. Code) forbids the unauthorized distribution, display and reproduction of this form, or any portion thereof, by photocopy machine or any other means, including facsimile or computerized formats. THIS FORM HAS BEEN APPROVED BY THE CALIFORNIA ASSOCIATION OF REALTORS®. NO REPRESENTATION IS MADE AS TO THE LEGAL VALIDITY OR ACCURACY OF ANY PROVISION IN ANY SPECIFIC TRANSACTION. A REAL ESTATE BROKER IS THE PERSON QUALIFIED TO ADVISE ON REAL ESTATE TRANSACTIONS. IF YOU DESIRE LEGAL OR TAX ADVICE, CONSULT AN APPROPRIATE PROFESSIONAL. This form is made available to real estate professionals through an agreement with or purchase from the California Association of REALTORS®.
Published and Distributed by: REAL ESTATE BUSINESS SERVICES, LLC. a subsidiary of the California Association of REALTORS® FHDA REVISED 12/24 (PAGE 2 OF 2)
FAIR HOUSING AND DISCRIMINATION ADVISORY (FHDA PAGE 2 OF 2) Produced with Lone Wolf Transactions (zipForm Edition) 717 N Harwood St, Suite 2200, Dallas, TX 75201 www.lwolf.com City Of Shasta Lake A Municipal Corporation
Duryee 1988 Trust
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Authentisign ID: 33093759-0CA0-F111-9B33-000D3A4FF82A
85 BUYER HOMEOWNERS' INSURANCE ADVISORY
(C.A.R. Form BHIA, 6/24)
1. IMPORTANCE OF OBTAINING PROPERTY INSURANCE: If the property you are purchasing is destroyed or damaged due to natural disaster or accident or some other event, insurance may be available to help with the cost of repair or rebuilding. In the absence of property insurance, the homeowner would be responsible for the full expense. If the property is purchased with a loan, or refinanced, the lender will require an insurance policy protecting its interest. Insurance policies can cover damage due to one or more of the following: fire, flood, earthquake and other causes. The policy or an insurance broker should be consulted to determine when coverage applies and whether a supplement or rider can be purchased to provide additional coverage or if a separate policy is necessary.
2. PROPERTY INSURANCE AND PURCHASE CONTRACT TERMS: Your real estate purchase contract may contain a contingency that gives you the right to legally cancel the agreement within a specified time if you are unable to obtain or afford property insurance. This cancellation right may be a specific contingency pertaining to insurance or may be part of an overall investigation contingency. If buyer waives or removes the applicable contingency before determining the availability and cost of property insurance, buyer is acting against the advice of broker. Additionally, if the property is part of an HOA, lenders may require and buyers will want to know that the HOA has adequate insurance to cover the areas for which the HOA is responsible.
3. CALIFORNIA'S PROPERTY INSURANCE MARKET: Some insurance carriers in California have stopped issuing new property insurance policies and others are limiting the number and location of new policies, due to rising replacement costs and an increase in natural disasters. These changes may affect both the availability and cost of insurance. However, over 50 insurance carriers are admitted to sell property insurance in California so it may be possible to obtain insurance even if some carriers will not write a new policy covering the property you intend to buy. An insurance broker may also be able to find a non-admitted insurance carrier offering to insure the property you intend to buy. Because locating an affordable insurance policy could take time and effort, buyers are advised to make all insurance inquiries as early in the home buying process as possible.
4. INSURANCE CONDITIONS: Many insurance carriers impose physical condition standards before issuing a policy, or reserve the right to cancel policies even after they are issued, if certain minimum standards are not confirmed in an inspection or otherwise. Physical conditions standards could include, but are not limited to, prohibition of “knob and tube” electrical wiring, requirements related to piping/plumbing materials, standards related to the age and/or quality of the roof or foundation, minimal safety standards related to handrails, tripping hazards, and defensible space requirements.
5. RESOURCES: The California Department of Insurance (DOI) maintains a website addressing Residential Home insurance. Resources on this State government webpage include: (i) Top Ten tips for Finding Residential Insurance; (ii) Residential Insurance Company Contact List; (iii) Home Insurance Finder; and (iv) information on other insurance issues. The webpage also includes information on how to contact the DOI, and suggestions on what to do if you cannot find insurance. The webpage and link to other documents is located at https://www.insurance.ca.gov/01-consumers/105- type/5-residential/index.cfm.
6. BROKER RECOMMENDATION: Buyer is advised to explore available property insurance options early in the home buying process and to consult with a qualified insurance professional of buyer's choosing to understand insurance availability and cost prior to removal of any related contingencies. Real estate brokers do not have expertise in this area.
By signing below, Buyer acknowledges that Buyer has read, understands, and has received a copy of this Buyer Homeowners' Insurance Advisory.
Buyer Date
Buyer Date
© 2024, California Association of REALTORS®, Inc. United States copyright law (Title 17 U.S. Code) forbids the unauthorized distribution, display and reproduction of this form, or any portion thereof, by photocopy machine or any other means, including facsimile or computerized formats. THIS FORM HAS BEEN APPROVED BY THE CALIFORNIA ASSOCIATION OF REALTORS®. NO REPRESENTATION IS MADE AS TO THE LEGAL VALIDITY OR ACCURACY OF ANY PROVISION IN ANY SPECIFIC TRANSACTION. A REAL ESTATE BROKER IS THE PERSON QUALIFIED TO ADVISE ON REAL ESTATE TRANSACTIONS. IF YOU DESIRE LEGAL OR TAX ADVICE, CONSULT AN APPROPRIATE PROFESSIONAL. This form is made available to real estate professionals through an agreement with or purchase from the California Association of REALTORS®.
Published and Distributed by: REAL ESTATE BUSINESS SERVICES, LLC. a subsidiary of the California Association of REALTORS® BHIA 6/24 (PAGE 1 OF 1)
BUYER HOMEOWNERS' INSURANCE ADVISORY (BHIA PAGE 1 OF 1) Phone: Fax:
Produced with Lone Wolf Transactions (zipForm Edition) 717 N Harwood St, Suite 2200, Dallas, TX 75201 www.lwolf.com City Of Shasta Lake A Municipal Corporation
RELEVANT REAL ESTATE, 2789 Bechelli Lane Redding CA 96002 5305157186 sioux Dustin Foster
Authentisign ID: 33093759-0CA0-F111-9B33-000D3A4FF82A
86 WIRE FRAUD AND ELECTRONIC FUNDS
TRANSFER ADVISORY
(C.A.R. Form WFA, Reviewed 6/25)
WIRE FRAUD AND ELECTRONIC FUNDS TRANSFERS ADVISORY:
The ability to communicate and conduct business electronically is a convenience and reality in nearly all parts of our lives.
At the same time, it has provided hackers and scammers new opportunities for their criminal activity. Many businesses have been victimized and the real estate business is no exception.
While wiring or electronically transferring funds is a welcome convenience, we all need to exercise extreme caution.
Emails attempting to induce fraudulent wire transfers have been received and have appeared to be legitimate. Reports indicate that some hackers have been able to intercept emailed transfer instructions, obtain account information and, by altering some of the data, redirect the funds to a different account. It also appears that some hackers were able to provide false phone numbers for verifying the wiring or funds transfer instructions. In those cases, the victim called the number provided to confirm the instructions, and then unwittingly authorized a transfer to somewhere or someone other than the intended recipient.
ACCORDINGLY, YOU ARE ADVISED:
1. Obtain phone numbers and account numbers only from Escrow Officers, Property Managers, or Housing Providers at the beginning of the transaction.
2. DO NOT EVER WIRE OR ELECTRONICALLY TRANSFER FUNDS PRIOR TO CALLING TO CONFIRM THE TRANSFER INSTRUCTIONS. ONLY USE A PHONE NUMBER YOU WERE PROVIDED PREVIOUSLY. Do not use any different phone number or account number included in any emailed transfer instructions.
3. Orally confirm the transfer instruction is legitimate and confirm the bank routing number, account numbers and other codes before taking steps to transfer the funds.
4. Avoid sending personal information in emails or texts. Provide such information in person or over the telephone directly to the Escrow Officer, Property Manager, or Housing Provider.
5. Take steps to secure the system you are using with your email account. These steps include creating strong passwords, using secure WiFi, and not using free services.
If you believe you have received questionable or suspicious wire or funds transfer instructions, immediately notify your bank, and the other party, and the Escrow Office, Housing Provider, or Property Manager. The sources below, as well as others, can also provide information:
Federal Bureau of Investigation: https://www.fbi.gov/; the FBI's IC3 at www.ic3.gov; or 310-477-6565 National White Collar Crime Center: http://www.nw3c.org/ On Guard Online: https://www.onguardonline.gov/
NOTE: There are existing alternatives to electronic and wired fund transfers such as cashier's checks.
The term “Housing Provider” also includes Landlord or Rental Property Owner.
By signing below, Buyer/Tenant and Seller/Housing Provider acknowledge that each has received a copy of this Wire Fraud and Electronic Funds Transfer Advisory, and each has read and understands its terms.
Buyer/Tenant Date
Buyer/Tenant Date
Seller/Housing Provider Date
Seller/Housing Provider Date
© 2025, California Association of REALTORS®, Inc. United States copyright law (Title 17 U.S. Code) forbids the unauthorized distribution, display and reproduction of this form, or any portion thereof, by photocopy machine or any other means, including facsimile or computerized formats. THIS FORM HAS BEEN APPROVED BY THE CALIFORNIA ASSOCIATION OF REALTORS®. NO REPRESENTATION IS MADE AS TO THE LEGAL VALIDITY OR ACCURACY OF ANY PROVISION IN ANY SPECIFIC TRANSACTION. A REAL ESTATE BROKER IS THE PERSON QUALIFIED TO ADVISE ON REAL ESTATE TRANSACTIONS. IF YOU DESIRE LEGAL OR TAX ADVICE, CONSULT AN APPROPRIATE PROFESSIONAL. This form is made available to real estate professionals through an agreement with or purchase from the California Association of REALTORS®.
Published and Distributed by: REAL ESTATE BUSINESS SERVICES, LLC. a subsidiary of the California Association of REALTORS® WFA REVIEWED 6/25 (PAGE 1 OF 1)
WIRE FRAUD AND ELECTRONIC FUNDS TRANSFER ADVISORY (WFA PAGE 1 OF 1) Phone: Fax:
Produced with Lone Wolf Transactions (zipForm Edition) 717 N Harwood St, Suite 2200, Dallas, TX 75201 www.lwolf.com City Of Shasta Lake A Municipal Corporation
Duryee 1988 Trust
RELEVANT REAL ESTATE, 2789 Bechelli Lane Redding CA 96002 5305157186 sioux Dustin Foster
Authentisign ID: 33093759-0CA0-F111-9B33-000D3A4FF82A
87 BUYER'S VACANT LAND ADDITIONAL INSPECTION
ADVISORY
(C.A.R. Form BVLIA, Revised 6/23)
Property Address: ("Property").
A. IMPORTANCE OF PROPERTY INVESTIGATION: The physical condition of the land and improvements being purchased is not guaranteed by either Seller or Brokers. For this reason, you should conduct thorough investigations of the Property personally and with professionals who should provide written reports of their investigations. A general physical inspection typically does not cover all aspects of the Property nor items affecting the Property that are not physically located on the Property. If the professionals recommend further investigations, including a recommendation by a pest control operator to inspect inaccessible areas of the Property, you should contact qualified experts to conduct such additional investigations. Additionally, some inspections, such as those listed below, may be of particular importance when purchasing vacant land.
B. BUYER RIGHTS AND DUTIES: You have an affirmative duty to exercise reasonable care to protect yourself, including discovery of the legal, practical and technical implications of disclosed facts, and the investigation and verification of information and facts that you know, or that are within your diligent attention and observation. The purchase agreement gives you the right to investigate the Property. If you exercise this right, and you should, you must do so in accordance with the terms of that agreement. This is the best way for you to protect yourself. It is extremely important for you to read all written reports provided by professionals and to discuss the results of inspections with the professional who conducted the inspection. You have the right to request that Seller make repairs, corrections or take other action based upon items discovered in your investigations or disclosed by Seller. If Seller is unwilling or unable to satisfy your requests, or you do not want to purchase the Property in its disclosed and discovered condition, you have the right to cancel the agreement if you act within specific time periods. If you do not perform, and you have not cancelled the agreement in a timely and proper manner, you may be in breach of contract.
C. SELLER RIGHTS AND DUTIES: Seller is required to disclose to you known material facts that affect the value or desirability of the Property. However, Seller may not be aware of some Property defects or conditions. Seller does not have an obligation to inspect the Property for your benefit nor is Seller obligated to repair, correct or otherwise cure known defects that are disclosed to you or previously unknown defects that are discovered by you or your inspectors during escrow. The purchase agreement obligates Seller to make the Property available to you for investigations.
D. BROKER OBLIGATIONS: Brokers do not have expertise in all areas and therefore cannot advise you on many items, such as soil stability, geologic or environmental conditions, hazardous or illegal controlled substances, structural conditions of the foundation or other improvements, or the condition of the roof, plumbing, heating, air conditioning, electrical, sewer, septic, waste disposal, or other system. The only way to accurately determine the condition of the Property is through an inspection by an appropriate professional selected by you. If Broker gives you referrals to such professionals, Broker does not guarantee their performance. You may select any professional of your choosing. If you have entered into a written agreement with a Broker, the specific terms of that agreement will determine the nature and extent of that Broker's duty to you. YOU ARE STRONGLY ADVISED TO INVESTIGATE THE CONDITION AND SUITABILITY OF ALL ASPECTS OF THE PROPERTY. IF YOU DO NOT DO SO, YOU ARE ACTING AGAINST THE ADVICE OF BROKERS.
E. YOU ARE ADVISED TO CONDUCT INVESTIGATIONS OF THE ENTIRE PROPERTY, INCLUDING, BUT NOT LIMITED TO THE FOLLOWING:
1. FINANCE: Financing the purchase of vacant land and especially financing construction loans for the improvement of vacant land can provide particular challenges, including subordination agreements and insurance requirements.
Buyer is advised to seek the assistance of reputable lenders in assistance with their decisions regarding financing of the property.
2. CONSTRUCTION COSTS: If Buyer is contemplating building improvements on the property, Buyer is advised that they will have to contact any contractors, service providers, suppliers, architects, utility companies regarding the costs of improvements. Buyer is advised to get written bids from all such persons regarding their decision to develop the property.
3. UTILITIES: Unimproved property may or may not have utilities available to the property. Buyer(s) is advised to obtain information from the public or private utility provider about the availability and cost of providing utilities to the property and whether necessary easements are in place to allow such utilities to the property.
4. ENVIRONMENTAL SURVEY: Unimproved land may have had or may have hazardous materials stored upon or under the land or been used by persons engaged in activities exposing the land to hazardous materials. The land may also be host to protected vegetation or animal life. Buyer(s) is advised to satisfy themselves as what hazards or protected plant or animal life are on the property and what impact they may have on Buyer's future plans for the property by seeking the help of a qualified professional. © 2023, California Association of REALTORS®, Inc.
BVLIA REVISED 6/23 (PAGE 1 OF 2) Buyer's Initials / Seller's Initials / BUYER'S VACANT LAND ADDITIONAL INSPECTION ADVISORY (BVLIA PAGE 1 OF 2) Phone: Fax:
Produced with Lone Wolf Transactions (zipForm Edition) 717 N Harwood St, Suite 2200, Dallas, TX 75201 www.lwolf.com Sioux Dr Parcel 24, Shasta Lake City, 96019
RELEVANT REAL ESTATE, 2789 Bechelli Lane Redding CA 96002 5305157186 sioux Dustin Foster
Authentisign ID: 33093759-0CA0-F111-9B33-000D3A4FF82A
88 Property Address: Date:
5. NATURAL HAZARDS REPORTS: Buyer(s) is advised that while certain disclosures are required by state, federal and local laws, hazard disclosure companies can provide additional disclosures for both natural and man-made hazards or nuisances for a cost. Buyer is advised to seek the advice of a natural hazards reporting company regarding additional reports and disclosures that buyer may wish to obtain.
6. SUBDIVISION OF THE PROPERTY: If Buyer's plans include future subdivision of the property (whether under the Subdivision Map Act of the Subdivided Lands Law) multiple, complex issues regarding city, county, state, and federal laws may be presented. Buyer is strongly advised to seek the advice of California legal counsel familiar with federal, state and local subdivision requirements.
Buyer and Seller acknowledge and agree that Broker: (i) Does not decide what price Buyer should pay or Seller should accept; (ii) Does not guarantee the condition of the Property; (iii) Does not guarantee the performance, adequacy or completeness of inspections, services, products or repairs provided or made by Seller or others; (iv) Does not have an obligation to conduct an inspection of common areas or areas off the site of the Property; (v) Shall not be responsible for identifying defects on the Property, in common areas, or offsite unless such defects are visually observable by an inspection of reasonably accessible areas of the Property or are known to Broker; (vi) Shall not be responsible for inspecting public records or permits concerning the title or use of Property; (vii) Shall not be responsible for identifying the location of boundary lines or other items affecting title; (viii) Shall not be responsible for verifying square footage, representations of others or information contained in Investigation reports, Multiple Listing Service, advertisements, flyers or other promotional material; (ix) Shall not be responsible for providing legal or tax advice regarding any aspect of a transaction entered into by Buyer or Seller; and (x) Shall not be responsible for providing other advice or information that exceeds the knowledge, education and experience required to perform real estate licensed activity. Buyer and Seller agree to seek legal, tax, insurance, title and other desired assistance from appropriate professionals.
By signing below, Buyer and Seller each acknowledge that they have read, understand, accept and have received a Copy of this Advisory. Buyer is encouraged to read it carefully.
SELLER Date
SELLER Date
BUYER Date
BUYER Date
© 2023, California Association of REALTORS®, Inc. United States copyright law (Title 17 U.S. Code) forbids the unauthorized distribution, display and reproduction of this form, or any portion thereof, by photocopy machine or any other means, including facsimile or computerized formats. THIS FORM HAS BEEN APPROVED BY THE CALIFORNIA ASSOCIATION OF REALTORS®. NO REPRESENTATION IS MADE AS TO THE LEGAL VALIDITY OR ACCURACY OF ANY PROVISION IN ANY SPECIFIC TRANSACTION. A REAL ESTATE BROKER IS THE PERSON QUALIFIED TO ADVISE ON REAL ESTATE TRANSACTIONS. IF YOU DESIRE LEGAL OR TAX ADVICE, CONSULT AN APPROPRIATE PROFESSIONAL. This form is made available to real estate professionals through an agreement with or purchase from the California Association of REALTORS®. It is not intended to identify the user as a REALTOR®. REALTOR® is a registered collective membership mark which may be used only by members of the NATIONAL ASSOCIATION OF REALTORS® who subscribe to its Code of Ethics.
Published and Distributed by:
REAL ESTATE BUSINESS SERVICES, LLC.
a subsidiary of the California Association of REALTORS® 525 South Virgil Avenue, Los Angeles, California 90020
BVLIA REVISED 6/23 (PAGE 2 OF 2)
BUYER'S VACANT LAND ADDITIONAL INSPECTION ADVISORY (BVLIA PAGE 2 OF 2) Produced with Lone Wolf Transactions (zipForm Edition) 717 N Harwood St, Suite 2200, Dallas, TX 75201 www.lwolf.com Sioux Dr Parcel 24, Shasta Lake City, 96019 August 24, 2026 Duryee 1988 Trust
City Of Shasta Lake A Municipal Corporation
sioux
Authentisign ID: 33093759-0CA0-F111-9B33-000D3A4FF82A
89 ADDENDUM No.
(C.A.R. Form ADM, Revised 6/25)
The following terms and conditions are hereby incorporated in and made a part of the Purchase agreement, OR Residential Lease or Month-to-Month Rental Agreement, Other ,
dated , on property known as
(“Property/Premises”),
between ("Buyer/Tenant")
and ("Seller/Housing Provider").
The term "Housing Provider" also includes Landlord or Rental Property Owner. Buyer/Tenant and Seller/Housing Provider are referred to as the “Parties.”
FORM USE NOTES: This form is intended to be used in Buyer-Seller or Tenant-Housing Provider transactions. For all other situations requiring an addendum, use an Addendum - Generic (C.A.R. form ADM-GEN). ● A change or addition to a previously provided Seller Property Questionnaire (SPQ), Real Estate Transfer Disclosure Statement (TDS), or other disclosure, may be made on an Amendment to Prior Disclosure (C.A.R. Form APD), and it may give the Buyer a right to rescind.
● To change the terms of already executed agreement, use the Amendment to Existing Agreement (C.A.R. form AEA).
By signing below, Buyer and Seller acknowledge that each has received a copy of this Addendum, and each has read, understands, and agrees to its terms.
Buyer/Tenant Date
Buyer/Tenant Date
Seller/Housing Provider Date
Seller/Housing Provider Date
© 2025, California Association of REALTORS®, Inc. United States copyright law (Title 17 U.S. Code) forbids the unauthorized distribution, display and reproduction of this form, or any portion thereof, by photocopy machine or any other means, including facsimile or computerized formats. THIS FORM HAS BEEN APPROVED BY THE CALIFORNIA ASSOCIATION OF REALTORS®. NO REPRESENTATION IS MADE AS TO THE LEGAL VALIDITY OR ACCURACY OF ANY PROVISION IN ANY SPECIFIC TRANSACTION. A REAL ESTATE BROKER IS THE PERSON QUALIFIED TO ADVISE ON REAL ESTATE TRANSACTIONS. IF YOU DESIRE LEGAL OR TAX ADVICE, CONSULT AN APPROPRIATE PROFESSIONAL. This form is made available to real estate professionals through an agreement with or purchase from the California Association of REALTORS®.
Published and Distributed by: REAL ESTATE BUSINESS SERVICES, LLC. a subsidiary of the California Association of REALTORS® ADM REVISED 6/25 (PAGE 1 OF 1)
ADDENDUM (ADM PAGE 1 OF 1)
Phone: Fax:
Produced with Lone Wolf Transactions (zipForm Edition) 717 N Harwood St, Suite 2200, Dallas, TX 75201 www.lwolf.com ONE
X VLPA
August 24, 2026 Sioux Dr Parcel 24
Shasta Lake City, 96019
City Of Shasta Lake A Municipal Corporation
Duryee 1988 Trust
1: At the time of parcel development, the City will install two one-inch water service lines and two one-inch water meters to the west-side parcels
(subdivided parcel 075-430-023) at no charge to the developer or parcel owner. Each service is to accommodate one single-family residence.
One wastewater assessment will remain under APN 075-430-023 (west property), and the other will be assigned to the newly created parcel.
2: The City will pay all planning/pre-development costs associated with the creation of the requested property line adjustment and parcel map as follows:
Property Line Adjustment (Merger) Between Parcels 075-430-024 and 075-430-025: Removal of the property line between said parcels.
Property Line Adjustment Between Parcels 075-430-024 and 075-350-021: Transfer of the northerly 90 feet of parcel 075-430-024 to parcel 075-350-021, belonging to John & Shelly Senter.
Property Line Adjustment Between Parcels 075-430-023 and 075-350-020: Transfer of the northerly 10 feet of parcel 075-430-023 to parcel 075-350-020, belonging to Jaysen Danely & Rebecca Duryee.
Subdivision of the Remainder of Parcel 075-430-023: Creation of two legal lots of record, in accordance with applicable law.
Except as provided in Item 1 of Addendum No. 1, all improvements required for the development of these parcels, and any applicable conditions of approval of the parcel map, shall be the sole responsibility of the property owner or developer of the property at the time of development.
Seller responsible for the removal of all vehicles and liquid filled containers. All other personal property can stay.
City Of Shasta Lake A Municipal Corporation
Duryee 1988 Trust
RELEVANT REAL ESTATE, 2789 Bechelli Lane Redding CA 96002 5305157186 sioux Dustin Foster
Authentisign ID: 33093759-0CA0-F111-9B33-000D3A4FF82A
90 ARBITRATION AGREEMENT
(C.A.R. Form ARB, Revised 6/23)
Property Address
1. ARBITRATION OF DISPUTES:
The Parties signing below (“Parties”) agree that any dispute or claim in Law or equity arising between them out of the Purchase Agreement, or Listing Agreement, or Buyer Representation Agreement, Other or any resulting transaction, which is not settled through mediation, shall be decided by neutral, binding arbitration. The Parties also agree to arbitrate any disputes or claims with Agent(s), who have not signed this Arbitration Agreement, but who, in writing, agree to such arbitration prior to, or within a reasonable time after, the dispute or claim is presented to the Agent. The arbitrator shall be a retired judge or justice, or an attorney with at least 5 years of transactional real estate Law experience, unless the parties mutually agree to a different arbitrator. Enforcement of, and any motion to compel arbitration pursuant to, this agreement to arbitrate shall be governed by the procedural rules of the Federal Arbitration Act, and not the California Arbitration Act, notwithstanding any language seemingly to the contrary in this Agreement. The Parties shall have the right to discovery in accordance with Code of Civil Procedure § 1283.05. The arbitration shall be conducted in accordance with Title 9 of Part 3 of the Code of Civil Procedure.
Judgment upon the award of the arbitrator(s) may be entered into any court having jurisdiction.
2. EXCLUSIONS: The following matters are excluded from arbitration: (i) any matter that is within the jurisdiction of a probate, small claims or bankruptcy court; (ii) an unlawful detainer action; and (iii) a judicial or nonjudicial foreclosure or other action or proceeding to enforce a deed of trust, mortgage or installment land sale contract as defined in Civil Code § 2985.
3. PRESERVATION OF ACTIONS: The following shall not constitute a waiver nor violation of the arbitration provisions: (i) the filing of a court action to preserve a statute of limitations; (ii) the filing of a court action to enable the recording of a notice of pending action, for order of attachment, receivership, injunction, or other provisional remedies provided the filing party concurrent with, or immediately after such filing, makes a request to the court for a stay of litigation pending any applicable arbitration proceeding; or (iii) the filing of a mechanic's lien.
4. AGENTS: Agents who have not signed this Arbitration Agreement shall not be obligated nor compelled to arbitrate unless they agree to do so in writing. Any Agent(s) participating in arbitration but who have not signed this Arbitration Agreement shall not be deemed a party to this Arbitration Agreement.
5. “NOTICE: BY INITIALING IN THE SPACE BELOW YOU ARE AGREEING TO HAVE ANY DISPUTE ARISING OUT
OF THE MATTERS INCLUDED IN THE 'ARBITRATION OF DISPUTES' PROVISION DECIDED BY NEUTRAL
ARBITRATION AS PROVIDED BY CALIFORNIA LAW AND YOU ARE GIVING UP ANY RIGHTS YOU MIGHT POSSESS TO HAVE THE DISPUTE LITIGATED IN A COURT OR JURY TRIAL. BY INITIALING IN THE SPACE
BELOW YOU ARE GIVING UP YOUR JUDICIAL RIGHTS TO DISCOVERY AND APPEAL, UNLESS THOSE RIGHTS ARE SPECIFICALLY INCLUDED IN THE 'ARBITRATION OF DISPUTES' PROVISION. IF YOU REFUSE TO SUBMIT
TO ARBITRATION AFTER AGREEING TO THIS PROVISION, YOU MAY BE COMPELLED TO ARBITRATION UNDER THE AUTHORITY OF THE CALIFORNIA CODE OF CIVIL PROCEDURE. YOUR AGREEMENT TO THIS ARBITRATION PROVISION IS VOLUNTARY.”
“WE HAVE READ AND UNDERSTAND THE FOREGOING AND AGREE TO SUBMIT DISPUTES ARISING
OUT OF THE MATTERS INCLUDED IN THE 'ARBITRATION OF DISPUTES' PROVISION TO NEUTRAL ARBITRATION.”
Seller Buyer Broker/Agent
(Signature) (Date)
Seller Buyer Broker/Agent
(Signature) (Date)
Seller Buyer Broker/Agent
(Signature) (Date)
Seller Buyer Broker/Agent
(Signature) (Date)
© 2023, California Association of REALTORS®, Inc. United States copyright law (Title 17 U.S. Code) forbids the unauthorized distribution, display and reproduction of this form, or any portion thereof, by photocopy machine or any other means, including facsimile or computerized formats. THIS FORM HAS BEEN APPROVED BY THE CALIFORNIA ASSOCIATION OF REALTORS®. NO REPRESENTATION IS MADE AS TO THE LEGAL VALIDITY OR ACCURACY OF ANY PROVISION IN ANY SPECIFIC TRANSACTION. A REAL ESTATE BROKER IS THE PERSON QUALIFIED TO ADVISE ON REAL ESTATE TRANSACTIONS. IF YOU DESIRE LEGAL OR TAX ADVICE, CONSULT AN APPROPRIATE PROFESSIONAL. This form is made available to real estate professionals through an agreement with or purchase from the California Association of REALTORS®. It is not intended to identify the user as a REALTOR®. REALTOR® is a registered collective membership mark which may be used only by members of the NATIONAL ASSOCIATION OF REALTORS® who subscribe to its Code of Ethics.
Published and Distributed by:
REAL ESTATE BUSINESS SERVICES, LLC.
a subsidiary of the CALIFORNIA ASSOCIATION OF REALTORS® 525 South Virgil Avenue, Los Angeles, California 90020
ARB REVISED 6/23 (PAGE 1 OF 1)
ARBITRATION AGREEMENT (ARB PAGE 1 OF 1)
Phone: Fax:
Produced with Lone Wolf Transactions (zipForm Edition) 717 N Harwood St, Suite 2200, Dallas, TX 75201 www.lwolf.com Sioux Dr Parcel 24, Shasta Lake City, 96019
X
X Duryee 1988 Trust/ Ray Duryee
X City Of Shasta Lake A Municipal Corp/ Jess Lugo
X Dustin Foster
RELEVANT REAL ESTATE, 2789 Bechelli Lane Redding CA 96002 5305157186 sioux Dustin Foster
Authentisign ID: 33093759-0CA0-F111-9B33-000D3A4FF82A
91 ADDENDUM No.
(C.A.R. Form ADM, Revised 6/25)
The following terms and conditions are hereby incorporated in and made a part of the Purchase agreement, OR Residential Lease or Month-to-Month Rental Agreement, Other ,
dated , on property known as
(“Property/Premises”),
between ("Buyer/Tenant")
and ("Seller/Housing Provider").
The term "Housing Provider" also includes Landlord or Rental Property Owner. Buyer/Tenant and Seller/Housing Provider are referred to as the “Parties.”
FORM USE NOTES: This form is intended to be used in Buyer-Seller or Tenant-Housing Provider transactions. For all other situations requiring an addendum, use an Addendum - Generic (C.A.R. form ADM-GEN). ● A change or addition to a previously provided Seller Property Questionnaire (SPQ), Real Estate Transfer Disclosure Statement (TDS), or other disclosure, may be made on an Amendment to Prior Disclosure (C.A.R. Form APD), and it may give the Buyer a right to rescind.
● To change the terms of already executed agreement, use the Amendment to Existing Agreement (C.A.R. form AEA).
By signing below, Buyer and Seller acknowledge that each has received a copy of this Addendum, and each has read, understands, and agrees to its terms.
Buyer/Tenant Date
Buyer/Tenant Date
Seller/Housing Provider Date
Seller/Housing Provider Date
© 2025, California Association of REALTORS®, Inc. United States copyright law (Title 17 U.S. Code) forbids the unauthorized distribution, display and reproduction of this form, or any portion thereof, by photocopy machine or any other means, including facsimile or computerized formats. THIS FORM HAS BEEN APPROVED BY THE CALIFORNIA ASSOCIATION OF REALTORS®. NO REPRESENTATION IS MADE AS TO THE LEGAL VALIDITY OR ACCURACY OF ANY PROVISION IN ANY SPECIFIC TRANSACTION. A REAL ESTATE BROKER IS THE PERSON QUALIFIED TO ADVISE ON REAL ESTATE TRANSACTIONS. IF YOU DESIRE LEGAL OR TAX ADVICE, CONSULT AN APPROPRIATE PROFESSIONAL. This form is made available to real estate professionals through an agreement with or purchase from the California Association of REALTORS®.
Published and Distributed by: REAL ESTATE BUSINESS SERVICES, LLC. a subsidiary of the California Association of REALTORS® ADM REVISED 6/25 (PAGE 1 OF 1)
ADDENDUM (ADM PAGE 1 OF 1)
Phone: Fax:
Produced with Lone Wolf Transactions (zipForm Edition) 717 N Harwood St, Suite 2200, Dallas, TX 75201 www.lwolf.com TWO
August 24, 2026 Sioux Dr Parcel 24
Shasta Lake City, 96019
City Of Shasta Lake A Municipal Corporation
Duryee 1988 Trust
City Council Approval Contingency
This Agreement and the City’s obligation to purchase the Property are expressly contingent upon final approval of the purchase by the City Council of the City of Shasta Lake at a duly noticed public meeting. No obligation to complete the purchase shall arise unless and until the City Council approves the acquisition. If the City Council does not approve the acquisition, this Agreement shall terminate without further obligation or liability to either party, and any deposit made by the City shall be returned to the City.
City Of Shasta Lake A Municipal Corporation
Duryee 1988 Trust
RELEVANT REAL ESTATE, 2789 Bechelli Lane Redding CA 96002 5305157186 sioux Dustin Foster
Authentisign ID: 33093759-0CA0-F111-9B33-000D3A4FF82A
92 Report and Recommendations 8.3 Reviewed and Approved
City Manager
AGENDA ITEM
City Council
TO: Mayor and City Council Members
FROM: Charity Tatlow, City Clerk
DATE: September 1, 2026
SUBJECT: AUTHORIZATION FOR DESTRUCTION OF RECORDS
FILE NO.: A-050-090-665
RECOMMENDATION
Staff recommends that the City Council review and consider authorizing the destruction of the outdated and/or obsolete records.
BACKGROUND
The City has adopted a citywide Records Retention Schedule, which establishes specified time periods to retain public records in compliance with the California Secretary of State Guidelines and Government Code Section 34090. Periodically, each department reviews its respective department files and prepares a list of those records that are no longer needed in the normal course of business and may legally be destroyed. The City Clerk’s office is requesting authorization for the destruction of outdated documents as identified in Attachment 2.
FISCAL IMPACTS
No fiscal impact
ATTACHMENTS
Resolution CC 2026-XX
List of records to be destroyed
93 RESOLUTION CC 2026-XX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SHASTA LAKE
AUTHORIZING THE DESTRUCTION OF CERTAIN CITY RECORDS PURSUANT TO GOVERNMENT CODE SECTION 34090
WHEREAS, Government Code Section 34090 provides for and authorizes, with approval of the City Council and the written consent of the City Attorney, the head of a city department to destroy certain types of city records, documents, or instruments under their charge after they are no longer required; and
WHEREAS, in compliance with the adopted City-wide retention schedule, it has been determined that certain records are no longer required for retention; and WHEREAS, the City Clerk has determined that certain city records are no longer needed and are not required to be kept by law; and
WHEREAS, the City Attorney has given written consent to the destruction of such records and has further given his opinion that the destruction of such records is authorized by law.
NOW THEREFORE, BE IT RESOLVED that the City Council of the City of Shasta Lake hereby approves the destruction of certain records pursuant to Government Code Section 34090 as listed on Exhibit A, attached hereto.
PASSED, APPROVED, AND ADOPTED this 1st day of September 2026, by the following vote:
AYES:
NOES:
ABSENT:
_______________________________
JUSTIN JONES, Mayor
ATTEST:
____________________________
CHARITY TATLOW, CMC
City Clerk
94 Authorization to Destroy Obsolete Records
In accordance with the City of Shasta Lake Records Retention Schedule and upon review of the City Attorney, and consent of the City Manager the records listed below will be properly destroyed with City Council approval.
Record Series Dates of Records Retention Citation
Title/Description From To
7/9/1905 2021 CL + 4 years Gov Code 34090
2012 2021 CL + 4 years Gov Code 34090
2012 2021 CL + 4 years Gov Code 34090
2010 2016 CL + 4 years Gov Code 34090
2010 2014 CL + 4 years Gov Code 34090
2004 2005 CU + 4 years Gov Code 12946
2012 2012 CU + 4 years Gov Code 12946
2008 2017 AU + 7 years Gov Code 34090
The City Clerk hereby certifies that staff have been notified that the above listed records are scheduled for destruction.
City Clerk initials Date
Jessaca Lugo, City Manager Date
Destruction completed by:
John Kenny, City Attorney Date Signature:
Title: __________________ Date:__________
Jason Peterson, Finance Director Date
City Council Approval Date______________ Resolution No.______________ AP Vouchers 2008-2017
Employee Timecards 2012
Finance
Human Resources
Paint Rebate Program Applications
Community Center Rental Applications
Community Center Rental Deposit Refunds
Employment Applications (not hired) 2005
Shasta County Hazard Household Waste Program check requests 2010-2016 Shasta County Beverage Container Recycling Program check requests 2010-2014 95 96
Report and Recommendations 8.4 Reviewed and Approved
City Manager
AGENDA ITEM
City Council
TO: Mayor and City Council Members
FROM: Jessaca Lugo, City Manager
DATE: September 1, 2026
SUBJECT: CONSIDER APPROVAL OF TWO LETTERS SUPPORTING THE CITY OF REDDING'S OPPORTUNITY ZONE 2.0 NOMINATIONS
FILE NO.:
RECOMMENDATION
Approve two separate letters supporting the nomination of Census Tract 06089010100 (Downtown Redding) and Census Tract 06089010200 (Redding Riverfront) for designation under California's Opportunity Zone 2.0 process, and authorize the Mayor to sign the letters on behalf of the City of Shasta Lake.
BACKGROUND
California is accepting public comments on tracts recommended for nomination under the Opportunity Zone 2.0 program. The public comment period runs from August 3 through August 28, 2026. New Opportunity Zone 2.0 designations are scheduled to become effective January 1, 2027.
The Shasta EDC (“EDC”) has requested regional support for two tract-specific nominations: Census Tract 06089010100, encompassing Downtown Redding, and Census Tract 06089010200, encompassing the Redding Riverfront. Because the State requires comments to address one census tract at a time, Redding has asked partner agencies to submit a separate letter for each tract.
Downtown Redding has experienced substantial redevelopment under the existing Opportunity Zone framework. Information provided by the EDC identifies approximately $400 million in investment already deployed, approximately 60 locally owned small businesses and arts organizations opened or relocated in the downtown core, and more 97 than $150 million in identified shovel-ready or near-term projects and investment opportunities.
The Redding Riverfront is a separate redevelopment opportunity centered on recreation, tourism, housing, retail, restaurants, entertainment, and civic assets. Redding reports that current concepts represent more than $500 million in potential capital investment.
Redevelopment of the Riverfront could strengthen the connection between Downtown Redding and the Sacramento River, expand regional visitor activity, and return underutilized property to productive use.
The City of Shasta Lake is not identified as containing a qualifying census tract in the State's current Opportunity Zone 2.0 recommendations. Accordingly, approval of the requested letters would not provide a direct Opportunity Zone designation or tax incentive within Shasta Lake. The recommendation is based instead on the regional nature of the economy. Investment in Downtown Redding and the Riverfront can support employment, tourism, business activity, housing development, and private investment that benefit residents and communities throughout Shasta County, including the City of Shasta Lake.
Supporting the two nominations is also consistent with the City's practice of working collaboratively with neighboring jurisdictions and regional economic-development partners. The letters do not commit City funds, obligate the City to participate in any Redding project, or limit the City's ability to pursue future economic-development opportunities for Shasta Lake.
FISCAL IMPACTS
There is no direct fiscal impact associated with approving and submitting the two letters of support.
ATTACHMENTS
EDC Request Email
Letters of Support: Census Tract 06089010100 (Downtown Redding) and Census Tract 06089010200 (Redding Riverfront)
DISTRIBUTION
City Council
Shasta EDC
98 1
Jessaca Lugo
From: Rebecca Baer <[email protected]>
Sent: Tuesday, August 25, 2026 12:51 PM
To: Rebecca Baer
Subject: Action requested by Aug. 28: Redding Opportunity Zone 2.0 public comments and letters of support
Attachments: 03_Redding_OZ2_Campaign_Fact_Sheet-2.pdf; 04 _Customized_Stakeholder_Letter_Templates-2-2.docx; 04
_Customized_Stakeholder_Letter_Templates-2.pdf; 02
_Ready_to_Paste_Public_Comment_Language-2.pdf
Hello EDC Partners and Friends,
I’m reaching out to ask for your help during California’s Opportunity Zone 2.0 public comment period, which closes this Friday, August 28 at 11:59 p.m.
The City of Redding’s local Opportunity Zone 2.0 priorities are Census Tract 06089010100 – Downtown Redding, its #1 priority, and Census Tract 06089010200 – Redding Riverfront. We are focused on building a strong public record of support for both tracts. Downtown combines a proven OZ 1.0 record with approximately $400 million in deployed investment and approximately 60 locally owned small businesses and arts organizations opened or relocated in the core. Opportunity Zone 2.0 would allow for another significant round of investment with well over $150 million in identified current, shovel ready, near-term projects, and investment opportunities.
The Riverfront represents the next transformative redevelopment opportunity, with current concepts totaling over $500 million in potential capital investment. Those investment projects will include retail restaurants, entertainment, housing, and expansion of recreation opportunities. We expect that the redeveloped Riverfront, which is at the center of our visitation economy will draw residents and new guests to our area creating exponential opportunity and economic benefit to a currently underutilized and blighted area.
We are asking local partners to make two separate tract-specific submissions:
1. SUPPORT 06089010100 – Downtown Redding
2. SUPPORT 06089010200 – Redding Riverfront
I’ve attached a short instruction sheet, ready-to-paste comment language, a fact sheet and customizable letter templates. The State requires each portal comment to address one tract at a time. Organizations are encouraged to submit their own comments, and you may also upload a signed PDF letter with your submission.
Please personalize the language so it reflects your own experience. Downtown commenters can speak to prior revitalization, project readiness, financing, housing, small-business activity, property redevelopment or community investment. Riverfront commenters can speak to tourism, visitation, recreation, civic assets, redevelopment potential and the connection between Downtown and the Sacramento River. Please use the attached fact sheet for the current project values and status descriptions.
The State’s portal is available here:
https://experience.arcgis.com/experience/b5d1295a4afb494ea4850d21ca82716f Your participation is crucial in securing the Opportunity Zone 2.0 designation, many of the pipeline projects will simply not happen if we aren't able to secure this designation. I would be incredibly grateful if you could complete the submissions before the August 28 deadline.
Thank you for helping us make a strong, locally grounded case for Redding’s highest-impact Opportunity Zone priorities.
Best,
Rebecca
99 PO BOX 777 | 4477 Main Street
Shasta Lake, CA 96019
(530) 275-7400
www.cityofshastalake.gov
August 25, 2026
ELECTRONIC SUBMISSION ONLY
Gavin Newsom, Governor of California
c/o California Department of Finance – Opportunity Zones 2.0 RE: Support for Opportunity Zone 2.0 Designation – Census Tract 06089010100, Downtown Redding
Dear Governor Newsom:
On behalf of the City of Shasta Lake, I am writing in support of the designation of Census Tract 06089010100, Downtown Redding, as an Opportunity Zone 2.0.
As a neighboring community, the City of Shasta Lake recognizes that economic development does not stop at jurisdictional boundaries. Downtown Redding serves as an important employment, business, educational, cultural, and service center for residents throughout Shasta County. Continued investment in the Downtown core strengthens the economy of the entire region.
Downtown Redding has already demonstrated the value of coordinated public and private investment. Approximately $400 million was invested during the Opportunity Zone 1.0 era, contributing to significant revitalization and creating conditions for approximately 60 locally owned small businesses and arts organizations to open or relocate in the Downtown core.
There is also a substantial pipeline of additional investment ready to build upon that success.
Downtown currently has well over $150 million in identified projects and near-term investment opportunities, including housing, hospitality, commercial development, redevelopment of underutilized properties, and other shovel-ready projects.
For communities such as Shasta Lake, a strong region benefits our residents through increased employment opportunities, private investment, tourism, services, and overall economic activity.
Opportunity Zone 2.0 designation would provide an important tool to continue the momentum already underway and leverage additional private capital for projects that may otherwise be difficult to finance.
The City of Shasta Lake respectfully supports the City of Redding's number-one local priority and requests that the State designate Census Tract 06089010100, Downtown Redding, as an Opportunity Zone 2.0.
100
06.18.2026 CITY/COUNTY LETTER REGARDING WORKSITE PROGRAM PAGE: 2 Thank you for your consideration.
CITY OF SHASTA LAKE
JUSTIN JONES
Mayor
101
PO BOX 777 | 4477 Main Street
Shasta Lake, CA 96019
(530) 275-7400
www.cityofshastalake.gov
August 25, 2026
ELECTRONIC SUBMISSION ONLY
Gavin Newsom, Governor of California
c/o California Department of Finance – Opportunity Zones 2.0 RE: Support for Opportunity Zone 2.0 Designation – Census Tract 06089010200, Redding Riverfront
Dear Governor Newsom:
On behalf of the City of Shasta Lake, I am writing in support of the designation of Census Tract 06089010200, Redding Riverfront, as an Opportunity Zone 2.0.
The Redding Riverfront is much more than a local redevelopment area. It is one of Shasta County's most important regional destinations and serves residents and visitors from throughout Northern California. Assets including Turtle Bay Exploration Park, the Sundial Bridge, Sacramento River Trail system, Redding Civic Auditorium, Redding Rodeo Grounds, and nearby hospitality uses contribute significantly to our region's tourism and recreation economy.
Despite these established assets, portions of the Riverfront south of Highway 44 remain underutilized and contain vacant and blighted properties. This presents a significant opportunity for reinvestment. Current redevelopment concepts represent more than $500 million in potential capital investment and could bring new housing, restaurants, retail, recreation, hospitality, smallbusiness opportunities, jobs, and public amenities to the area.
For the City of Shasta Lake and other surrounding communities, the success of the Riverfront has a direct regional benefit. Visitors drawn to the Sacramento River, Sundial Bridge, Turtle Bay, and other attractions do not limit their activity to a single jurisdiction. They stay in our region, visit nearby communities and recreation areas, support local businesses, and contribute to the broader Shasta County economy.
Opportunity Zone 2.0 designation can help leverage the private investment necessary to transform underutilized properties, strengthen the connection between Downtown Redding and the Sacramento River, and expand Northern California's visitor economy, including Shasta Lake.
The City of Shasta Lake respectfully requests that the State designate Census Tract 06089010200, Redding Riverfront, as an Opportunity Zone 2.0.
Thank you for your consideration.
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06.18.2026 CITY/COUNTY LETTER REGARDING WORKSITE PROGRAM PAGE: 2
CITY OF SHASTA LAKE
JUSTIN JONES
Mayor
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