Monte Sereno City Council
February 20, 2024

AGENDA
City of Monte Sereno
Tuesday, February 20, 2024
City Council
7:00 PM
Monte Sereno City Council Chambers -
18041 Saratoga - Los Gatos Road,
Monte Sereno, CA 95030

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Page

CALL TO ORDER

PLEDGE OF ALLEGIANCE

ROLL CALL

ORDERS OF THE DAY
The Mayor, or a majority of the Council by vote, may change the order of business, except for public hearings on the agenda for a set time.

ANNOUNCEMENTS

PRESENTATIONS

1. Remembrance of Former Mayor Doctor Jack Lucas

ORAL COMMUNICATIONS
Persons wishing to address the Council on any matter of City business not listed on the agenda may do so at this time. Each speaker will normally be allotted three minutes, subject to the Mayor or a majority of the Council’s ability to limit the amount of time allocated to speakers based on the number of speakers and the need for expedient administration of City business in light of the number and length of items on the agenda.

WRITTEN COMMUNICATIONS
Copies of communications have been provided to Council for review prior to this meeting. Council Members desiring to read or discuss any written communication may do so at this time. No action may be taken except to place a particular item on a future agenda for Council consideration.

CONSENT CALENDAR
It is recommended that all items listed below be acted on simultaneously unless separate discussion and/or action is required by a Councilmember. One public comment period will be provided, although speakers speaking on more than one item may be allocated additional time by the Mayor or a majority of the Council.

2. Approve the Minutes of the February 6, 2024 Regular City Council Meeting
Staff recommends approval of the Minutes of the February 6, 2024 Regular City Council Meeting.

Staff Report -SR-22-148 - Pdf
6 - 10

3. Approve Warrant List Dated February 20, 2024 in the amount $52,113.81
Staff recommends the City Council approve the Warrant List Staff Report - SR-24-035 - Pdf
11 - 13

4. Accept the Treasurer's Report for the Period Ending October 31, 2023 Staff recommends the City Council accept the Treasurer's Report for the period ending October 31, 2023
Staff Report - SR-24-037 - Pdf
14 - 33

5. 2023 Housing Element Annual Progress Report 34 - 67

Staff recommends the City Council accept the 2023 Housing Element Annual Progress Report and direct staff to file the report with the State of California by April 1, 2024.

Staff Report - SR-24-039 - Pdf

6. Discussion and Consideration of a City of Monte Sereno Community Grants Deadline, Selection Dates, and Budget Amount
Staff recommends the Monte Sereno City Council choose dates for application deadlines, selection, and a budgeted amount for Community Based Organization Grants or CBO Grants.

Staff Report - SR-24-032 - Pdf
68 - 73

PUBLIC HEARINGS

7. Application 2024-3009 for a Use Permit for exterior alterations to an existing house on the City’s historical inventory at 16202 Serena Vista Court. (CEQA: Exempt, Guidelines sections 15301)
Staff recommends approval of the Use Permit as conditioned in the draft Resolution.

Staff Report - SR-24-038 - Pdf
74 - 161

8. Conduct a Public Hearing on the 2024 Weed Abatement Program and Adopt a Resolution Overruling Objections and Determining to Proceed with Weed Abatement
Staff recommends the City Council hold a Public Hearing on the 2024 Weed Abatement Program and adopt a resolution overruling Objections and determining to proceed with Weed Abatement.

Staff Report - SR-24-033 - Pdf
162 - 168

UNFINISHED BUSINESS

NEW BUSINESS

9. Discuss and Provide Direction to Staff Regarding Possible Modifications to the Tree Preservation Ordinance
Staff does not recommend modifications to the Tree Preservation Ordinance as the concerns raised are addressed by the current Municipal Code standards.

Staff Report - SR-24-036 - Pdf
Public Comment
169 - 190

10. Discuss Hosting a City Picnic and Consider a Budget for the City Picnic Staff recommends that the City Council whether to host a City Picnic and if so, determine the budget and direct staff to proceed with coordination.

Staff Report - SR-24-030 - Pdf
191 - 192

COMMITTEE/COMMISSION REPORTS

This time is set aside to allow Councilmembers serving on Council committees or appointed by the City to serve on the boards, commissions or committees of other agencies to present a verbal report on the activities of the respective boards, commissions or committees on which they serve. No discussion or action may be taken other than to place the matter on a future agenda.

Craig
Monte Sereno Youth Commission
Santa Clara County Library JPA
Ellahie
Cities Association – Board of Directors
Cities Association – Legislative Action Committee
Cities Association - Cities Selection Committee
Turner
West Valley Sanitation District

Wolsheimer
Silicon Valley Animal Control Authority
Santa Clara Valley Water District Commission
Association of Bay Area Governments
League of California Cities Peninsula Division
West Valley Mayors & Managers
Mayors of Santa Clara County
Mekechuk
Valley Transportation Authority Policy Advisory Committee West Valley Clean Water Authority
West Valley Solid Waste Management Authority
Silicon Valley Clean Energy Authority

COUNCIL MEMBER COMMENTS
This time is set aside to allow Councilmembers to make brief announcements or reports on the Councilmember’s own activities. No discussion or action may be taken other than to place the matter on a future agenda.

CITY MANAGER’S REPORT

FUTURE AGENDA ITEMS
This time is set aside to allow Councilmembers to make a specific request for an item to be placed on a future agenda. No discussion or other action may be taken.

RECESS TO CLOSED SESSION

11. PUBLIC EMPLOYEE PERFORMANCE EVALUATION
Government Code Section 54957
Title: City Manager
Staff Present: City Manager, City Attorney

RECONVENE TO OPEN SESSION

CLOSED SESSION REPORT

ADJOURN
* All items on the agenda are subject to action/or change by the City Council In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk (408) 354-7635. If requested of the City Clerk, agendas and documents in the agenda packet can be made available in appropriate alternative formats to persons with a disability.

Notification 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting. [28CFR 35.102-35.104 ADA Title II]

STAFF REPORT
Meeting: City Council - Feb 20 2024
Agenda Heading: CONSENT CALENDAR
Staff Contact: Gloisy Gonzalez-Langarica, City Clerk
Department: City Clerk
Title: Approve the Minutes of the February 6, 2024 Regular City Council Meeting
Recommendation(s):

Staff recommends approval of the Minutes of the February 6, 2024 Regular City Council Meeting.

Fiscal Impact:

There are no unbudgeted fiscal impacts with this agenda item.

Public Noticing:

The City Council’s agenda was posted at City Hall and the agenda and this report appear on the City’s website.

Attachments:
02-06-24 Regular Meeting Minutes DRAFT

MONTE SERENO CITY COUNCIL MEETING MINUTES

REGULAR MEETING
7:00 p.m.

February 6, 2024

MEETING CALLED TO ORDER
At approximately 7:03 p.m., Mayor Wolsheimer called the meeting to order.

PLEDGE OF ALLEGIANCE
2023 STEM Winners lead the Pledge of Allegiance.

ROLL CALL
Present – Chambers: Councilmember Turner, Councilmember Mekechuk, Councilmember Ellahie, Vice Mayor Craig and Mayor Wolsheimer Present – Remote: None

Absent: None
Staff: City Engineer/Public Works Director Jordan, City Clerk GonzalezLangarica, City Manager Leonardis, City Attorney Powell Staff – Remote: Finance Officer Samoranos

ORDERS OF THE DAY
Mayor Wolsheimer requested that announcements go before presentations at tonight’s meeting.

ANNOUCEMENTS
Mayor Wolsheimer announced the passing of long time Monte Sereno resident and former Mayor, Doctor Jack Lucas on January 25, 2024. It was shared that former Mayor Lucas served the City of Monte Sereno for 18 years as an elected member of the Monte Sereno City Council.

Councilmember Mekechuk and Mayor Craig spoke about fond memories of former Mayor Lucas. It was shared that the funeral will be held on February 17, 2024.

PRESENTATIONS

1. Presentation of Certificates of Recognition to 2023 STEM Winners from the City of Monte Sereno Mayor Wolsheimer recognized Yash Sharma, Mina Nakamura and Victoria Anderson as the 2023 STEM Winners from the City of Monte Sereno.

Each STEM Winner spoke about their project and received their recognition.

ORAL COMMUNICATIONS
None.

WRITTEN COMMUNICATIONS
None.

CONSENT CALENDAR (TO BE ACTED UPON BY A SINGLE MOTION)

2. Approve the Minutes of the January 16, 2024 Regular City Council Meeting

3. Approve Warrant List Dated February 6, 2024 in the amount $140,263.01 Mayor Wolsheimer opened the Consent Calendar for Public Comment. With no one wishing to speak, Mayor Wolsheimer closed Public Comment.

MOTION: Motion by Vice Mayor Craig to approve the Consent Calendar. Seconded by Councilmember Turner.

VOTE: Motion passed. (5-0-0)

PUBLIC HEARINGS
None.

UNFINISHED BUSINESS

4. Approve Resolution No. 1691.10 Modifying the City of Monte Sereno Regulations and Guidelines for the Conduct of Public Meetings to Modernize Some Procedures and Make Other Changes City Manager Leonardis provided a staff report and answered questions from the Council.

Discussion ensued.

Mayor Wolsheimer opened the item for Public Comment. With no one wishing to speak, Mayor Wolsheimer closed Public Comment.

MOTION: Motion by Councilmember Mekechuk to Approve Resolution No. 1691.10 Modifying the City of Monte Sereno Regulations and Guidelines for the Conduct of Public Meetings to Modernize Some Procedures and Make Other Changes. Seconded by Vice Mayor Craig.

VOTE: Motion passed. (5-0-0)

NEW BUSINESS

5. Discuss and Provide Direction to Staff Regarding the Scope of the Community Center Project City Engineer/Public Works Director Jordan provided a staff report.

Discussion ensued.

Mayor Wolsheimer opened the item for Public Comment.

Public Comment Received
▪ Resident Shannon
With no one else wishing to speak, Mayor Wolsheimer closed Public Comment.

MOTION: Motion by Vice Mayor Craig to recommend that the 2024 design for the

Community Center Project move forward to the bidding process. Seconded by Councilmember Ellahie.

VOTE: Motion passed. (3-2-0 Noes; Turner, Wolsheimer)

6. Consider and Accept the City Manager's Quarterly Report Covering Dates 10/01/2023 Through 12/31/2023
City Manager Leonardis provided a staff report and answered questions from the Council.

Discussion ensued.

Mayor Wolsheimer opened the item for Public Comment. With no one wishing to speak, Mayor Wolsheimer closed Public Comment.

MOTION: Motion by Councilmember Mekechuk to Accept the City Manager's Quarterly Report Covering Dates 10/01/2023 Through 12/31/2023.

Seconded by Councilmember Ellahie.

VOTE: Motion passed. (5-0-0)

COMMITTEE/COMMISSION REPORTS
Vice Mayor Craig shared that he attended the Santa Clara Library JPA and informed everyone the local libraries will be having an Educational Library Place Basis coming soon. It is expected they will all be done by the end of year 2025.

Councilmember Ellahie shared that he attended the Peninsula Division meeting where Senator Becker and Assemblymember Marc Berman were present and spoke about their priorities in the legislature. The four discussed priorities were homelessness, affordable housing, public safety transportation and climate. Councilmember Ellahie also shared that he attended the 2024 Mayors and Council Members Academy with the League of California Cities. He shared there are 105 cities in California with a population of less than 10,000 and expressed small cities aren’t represented well.

Lastly, he shared he will be attending in the upcoming Thursday a meeting with the Cities Association JPA.

Councilmember Turner stated having nothing to report.

Councilmember Mekechuk shared that VTA Policy Advisory Committee canceled their January meeting. Next meeting he had scheduled was for this upcoming Thursday and he will be reporting on the meeting at the next City Council meeting. West Valley Clean Water and West Valley Solid Waste met in the Monte Sereno Chambers last week. One of West Valley Clean Water initiatives is mapping out the storm water drains for all the West Valley Clean Water JPA jurisdiction. Regarding West Valley Solid Waste, there’s some bad news coming, in terms of rates going up. Councilmember Mekechuk shared that he was elected chair on both the West Valley Clean Water JPA and West Valley Solid Waste. Councilmember Mekechuk was also elected vice chair on the Executive Committee with Silicon Valley Clean Energy.

Mayor Wolsheimer shared that he attended the Silicon Valley Animal Control meeting a couple of weeks ago, but there was nothing to report. Mayor Wolsheimer expressed it’s a well-managed organization and he is happy to serve on the board. Mayor Wolsheimer reported the Santa Clara Valley Water District Commission met last week and shared there will be significant rate increases over the next couple of years.

COUNCILMEMBER COMMENTS
Councilmember Mekechuk shared that the annual Los Gatos-Monte Sereno Police Foundation Police Officers Ball will be held on Saturday, March 2, 2024 from 6:30 p.m. to 11:30 p.m. and encourages everyone to attend.

Councilmember Ellahie suggested that all incoming emails from residents should be forwarded to the City Manager.

CITY MANAGER’S REPORT
None.

FUTURE AGENDA ITEMS
Vice Mayor Craig would like an agenda item to honor Former Mayor Jack Lucas.

Councilmember Ellahie would like to see a status report on the Housing Element.

ADJOURN
Mayor Wolsheimer adjourned the meeting in memory of Former Mayor Jack Lucas at approximately 9:10 p.m.

Evert Wolsheimer, Mayor
ATTEST:
____________________________________
Gloisy Gonzalez-Langarica, City Clerk

STAFF REPORT
Meeting: City Council - Feb 20 2024
Agenda Heading: CONSENT CALENDAR
Staff Contact: Reynold Samoranos,
Department: Finance Manager
Title: Approve Warrant List Dated February 20, 2024 in the amount $52,113.81 Recommendation(s):

Staff recommends the City Council approve the Warrant List

Fiscal Impact:

There are no unbudgeted fiscal impact with this agenda item.

Public Noticing:

The City Council's agenda was posted at City Hall and this agenda and this report appear on the City's website.

Attachments:
2024 02 20 Warrants List

CITY OF MONTE SERENO

REGISTER OF ACCOUNTS PAYABLE
AS OF THESE DATES:

February 20, 2024
CHECK
NO. TO FOR AMOUNT ACCOUNT
NO.
20706 Alamo Landscaping &
Maintenance Landscape maintenance City Hall - January 2024 580.00 01-860 20707 BMI Imaging Systems Web Hosting - January 2024 450.00 01-715 20708 County of Santa
Clara/HHW Program Household Hazardous Waste Program FY 2023 14,459.59 01-522 20709 Kier & Wright Civil
Engineers SS Urban lot Split Review for 16101 Greenwood Rd 993.75 01-765 20710 MissionSquare - 301546 Funding 457 Plan for pay cycle ending January 15, 2024 865.90 01-660 149
20711 MissionSquare - 301546 Funding 457 Plan for pay cycle ending January 31, 2024 1,286.10 01-660 149
20712 Prime Tree Care, Inc. Remove fallen branches along Winchester blocking bike lane and Withey Rd 2,225.00 01-870
20713 Alana Consulting, LLC Building Official Hourly Services (01/01/2024 to 01/28/2024) ($3968) and e-Permit Development ($5980) 9,947.50 01-765 20714 Bay Area News Group Weed Abatement 2/20/24 Notice 510.88 01-565 20715 Century Graphics 150 Stickers 825.34 01-710
20716 COMCAST Internet services for City Hall 106.67 01-720 20717 Corodata Records
Management In
Standard record storage carton, Blueprint tube carton and Plan Carton 58.30 01-710
20718 Crystal Springs Water
Co. Bottled drinking water for City Hall 48.00 01-710
20719 D&M Traffic Services 24" Stop sign; 24"x24" Yellow No Outlet and 18"x18" yellow Dumping Prohibited 397.89 05-870
20720 Frontier Communications Two landlines for City Hall 157.58 01-720 20721 Heidi's Commercial
Cleaning Cleaning services for City Hall 750.00 01-860
20722 Hillview Design Print
Media
Business cards for Michele Kwong; Nameplates for Donna Tam and Kevin Evans; Gold Foil Stem Certificates for 9 Students 317.39 01-725 01-710 1 of 2 Page 12 of 192

CITY OF MONTE SERENO

REGISTER OF ACCOUNTS PAYABLE
AS OF THESE DATES:

February 20, 2024
CHECK
NO. TO FOR AMOUNT ACCOUNT
NO.
20723 International League of
Cities Annual membership and Directory listing 250.00 01-745 20724 Logan & Powell, LLP Calhoun v. City of Monte Sereno ($275); City Attorney Services ($7500) and Padgett v. Curtis Wright ($825) 8,600.00 01-425 01-427 20725 Ridley Master Padgett v. City of Monte Sereno case 705.00 01-427 20726 State Compensation Ins
Fund
Workers' Comp Insurance Policy ($637) plus Policy change adjustment on higher salary base ($1620) 2,256.67 01-642 20727 ULINE 12x18 no parking anytime sigh 107.22 01-870 20728 Virtual Project Manager Capital Improvement Cloud Based Software System Management 1,000.00 12-845
20729 Wells Fargo Bank
Office Supplies ($1235); Postage ($423); Office Phone and Zoom ($405); Mtgs and gas for City Truck travel ($375); Memberships FSP ICC Penninsula Chapter ($100) and
Subscription ($Int'l Code Council ($138); Training class ($100); Software license renewal ($841); City Hall maintenance ($718); and Street traffic signs ($840)
5,215.03
01-710
01-711
01-720
01-740
01-745
01-770
01-811
01-860
05-870
TOTAL WARRANT LIST $52,113.81

I, REYNOLD SAMORANOS, FINANCE OFFICER DO HEREBY CERTIFY THAT THE

PROCEEDING ACCOUNTS HAVE BEEN CHECKED AND FOUND CORRECT TO THE BEST OF MY KNOWLEDGE AND BELIEF.
2 of 2 Page 13 of 192

STAFF REPORT
Meeting: City Council - Feb 20 2024
Agenda Heading: CONSENT CALENDAR
Staff Contact: Reynold Samoranos,
Department: Finance Manager
Title: Accept the Treasurer's Report for the Period Ending October 31, 2023 Recommendation(s):

Staff recommends the City Council accept the Treasurer's Report for the period ending October 31, 2023
Background Information:

In compliance with Government Code, Section 41004 California Government Code section 41004 states: "Regularly, at least once each month, the City Treasurer shall submit to the city clerk a written report and accounting of all receipts, disbursements, and fund balances.

City staff has provided the new compliant monthly Treasurer's Report in four parts:

Compliant Treasurer's Report
• Part 1 - Receipts and Disbursement Report
• Part 2 - Significant Variances Actuals versus Budget Narrative • Part 3 - Demand Account Report
• Part 4 - Investment Fund and Wells Fargo Custodian Report

Fiscal Impact:

There are no unbudgeted fiscal impacts with this agenda item.

Public Noticing:

The City Council's agenda was posted at City Hall and the agenda and this report appear on the City's website.

Attachments:

Part 1 - RECEIPTS AND DISBURSEMENT MONTHLY REPORT 2023 10 31 (Final)

Part 2 - Significant Variances to Budget Narrative 2023 10 31 (Final) Part 3 - DEMAND ACCOUNT REPORT 2023 10 31 (Final)
Part 4 - Investment Report 2023 10 31 (Final)

THE CITY OF MONTE SERENO

RECEIPTS AND DISBURSEMENT REPORT

FOR THE MONTH OF
October 2023

33.3% OF FY 2023-24
Adopted Budget
Treasurer's Report
Part 1 of 4

REVENUES

PROPERTY TAX

LICENSE & PERMITS

FRANCHISE TAX

INTERGOVERNMENTAL

OTHER REVENUE

GAS TAX

INTEREST

REAL PROPERTY TAX

SALES TAX

FEDERAL RELIEF FUNDS AND OTHER
FINES

TOTAL REVENUE
FY 2023-24
Adopted Budget

CURRENT MONTH
October 2023
FY 2023-24 YTD
ACTUAL
FY 2023-24 YTD
vs. FY 2023-24 Full
Year Adopted
Budget -
Higher/(Lower)
% OF YTD
ACTUAL VS.

Full Year
Adopted
Budget
2,844,000 96,717 109,012 (2,734,988) 3.8%
739,000 101,668 361,999 (377,001) 49.0%
342,400 6,949 82,281 (260,119) 24.0%
246,666 8,647 95,344 (151,322) 38.7%
177,500 17,286 78,042 (99,458) 44.0%
185,000 25,279 73,098 (111,902) 39.5%
100,500 18,450 69,599 (30,901) 69.3%
106,900 1,678 27,226 (79,674) 25.5%
9,000 159 2,595 (6,405) 28.8%
738,000 0 0 (738,000) 0.0%
2,100 1,270 2,592 492 123.4%
5,491,066 278,102 901,789 (4,589,277) 16.4%
Page: 1 of 12 File: Part 1 - RECEIPTS AND DISBURSEMENT MONTHLY REPORT 2023 10 31 (Final) Page 16 of 192

THE CITY OF MONTE SERENO

RECEIPTS AND DISBURSEMENT REPORT

FOR THE MONTH OF
October 2023

33.3% OF FY 2023-24
Adopted Budget
Treasurer's Report
Part 1 of 4

PROPERTY TAX
01-202 Secured
01-204 Unsecured
01-210 Homeowners Exemption
01-214 SB 813 Supplemental
03-316 Law Enforcement Tax (See Notes
Below)
40-366 Secured
40-368 Unsecured
40-370 Homeowners Exemption
40-378 Homeowner Exempt/SB813
50-402 Assessment

TOTAL PROPERTY TAX
Notes to Law Enforcement Tax - $89,000
03-316
Police Special Tax Assessment per
Assessor's Report May 5, 2023 -
Total $89,000

SALES TAX
01-296 Sales and UseTax

TOTAL SALES TAX
01-298 Coronavirus Relief Fund (State)

TOTAL FEDERAL RELIEF FUNDS
Notes to (Federal & Other) $738k
01-298
California Automated Permit Processing
(CalAPP) Program Grant in the Amount
of $40,000.
01-298 Silicon Valley Clean Energy ($18k) -
Secured if usd for solar panel/battery
01-298 Prop 68 Per Capita Program ($180k) -
Secured if expended by 12/31/2023
01-298

SILICON VALLEY CLEAN ENERGY

DECARBONIZATION GRANT
PROGRAM AGREEMENT $500k used
by December 31, 2024
FY 2023-24
Adopted Budget

CURRENT MONTH
October 2023
FY 2023-24 YTD
ACTUAL
FY 2023-24 YTD
vs. FY 2023-24 Full
Year Adopted
Budget -
Higher/(Lower)
% OF YTD
ACTUAL VS.

Full Year
Adopted
Budget
2,600,600 0 0 (2,600,600) 0.0%
95,000 95,409 95,409 409 100.4%
5,400 0 0 (5,400) 0.0%
52,000 1,187 13,467 (38,533) 25.9%
89,000 0 0 (89,000) 0.0%
2,000 0 0 (2,000) 0.0%
0 119 119 119 N/A
0 0 0 0 N/A
0 2 18 18 N/A
0 0 0 0 N/A
2,844,000 96,717 109,012 (2,734,988) 3.8%
9,000 159 2,595 (6,405) 28.8%
9,000 159 2,595 (6,405) 28.8%
738,000 0 0 (738,000) 0.0%
738,000 0 0 (738,000) 0.0%
Page: 2 of 12 File: Part 1 - RECEIPTS AND DISBURSEMENT MONTHLY REPORT 2023 10 31 (Final) Page 17 of 192

THE CITY OF MONTE SERENO

RECEIPTS AND DISBURSEMENT REPORT

FOR THE MONTH OF
October 2023

33.3% OF FY 2023-24
Adopted Budget
Treasurer's Report
Part 1 of 4

GAS TAX
12-328 Gas Tax
12-333 Gas Tax (SB-1)

TOTAL GAS TAX

FRANCHISE TAX
01-262 Gas
01-263 Electricity
01-264 Water
01-266 Refuse
01-267 Recycle HHW & JPA fees
01-268 Cable TV

TOTAL FRANCHISE TAX

REAL PROPERTY TAX
01-222 Real Prop Transfer Tax
01-225 SB 2 Real Estate Transactions
TOTAL REAL PROP. TAX

LICENSE AND PERMIT FEES
01-231 SB1186 Fees
01-232 Business License
01-234 ConstructionTax
01-235 SMIP
01-236 Construction Permits
01-237 Grading Permits
01-238 SB1473 (BSASRF)
01-240 Subdivision Fee
01-241 Site Development\Use\Variance\
01-242 Zoning Fees
01-243 Planning Miscellaneous
01-244 Encroachments
01-245 Community Planning Fee
. TOTAL LICENSE & PERMITS
FY 2023-24
Adopted Budget

CURRENT MONTH
October 2023
FY 2023-24 YTD
ACTUAL
FY 2023-24 YTD
vs. FY 2023-24 Full
Year Adopted
Budget -
Higher/(Lower)
% OF YTD
ACTUAL VS.

Full Year
Adopted
Budget
105,000 17,819 44,594 (60,406) 42.5%
80,000 7,460 28,504 (51,496) 35.6%
185,000 25,279 73,098 (111,902) 39.5%
20,000 0 0 (20,000) 0.0%
40,600 0 0 (40,600) 0.0%
35,000 0 0 (35,000) 0.0%
149,500 3,414 44,802 (104,698) 30.0%
24,200 3,535 15,730 (8,470) 65.0%
73,100 0 21,749 (51,351) 29.8%
342,400 6,949 82,281 (260,119) 24.0%
106,900 1,678 27,226 (79,674) 25.5%
0 0 0 0 N/A
106,900 1,678 27,226 (79,674) 25.5%
1,200 36 360 (840) 30.0%
17,700 843 6,643 (11,057) 37.5%
25,000 2,786 10,391 (14,609) 41.6%
3,500 986 2,387 (1,113) 68.2%
550,000 73,612 272,692 (277,308) 49.6%
40,000 6,388 11,898 (28,102) 29.7%
1,200 65 499 (701) 41.6%
0 0 1,650 1,650 N/A
10,000 6,596 10,231 231 102.3%
0 0 0 0 N/A
0 1,810 1,910 1,910 N/A
30,400 5,046 15,895 (14,505) 52.3%
60,000 3,500 27,442 (32,558) 45.7%
739,000 101,668 361,999 (377,001) 49.0%
Page: 3 of 12 File: Part 1 - RECEIPTS AND DISBURSEMENT MONTHLY REPORT 2023 10 31 (Final) Page 18 of 192

THE CITY OF MONTE SERENO

RECEIPTS AND DISBURSEMENT REPORT

FOR THE MONTH OF
October 2023

33.3% OF FY 2023-24
Adopted Budget
Treasurer's Report
Part 1 of 4
FINES
01-293 Alarm Soundings
05-322 Traffic Safety (Bails & Fines)

TOTAL FINES

INVESTMENT INCOME
01-282 Interest - General (See Notes Below)
12-332 Gas Tax Interest
. TOTAL INTEREST
.

Notes to Interest - General - $100,500
Total
Interest Oct -Dec 2022 Quarter Run Rate

INTERGOVERNMENTAL
01-287 AB939 (recycle incentive)
01-288 Abandoned Vehicle Abatement
01-300 Motor vehicle (state)
01-305 Miscellaneous
03-318 COPS grant revenue
05-323 Miscellaneous (Measure B &VRF)
See Notes Below

TOTAL INTERGOVERNMENTAL
Notes to Miscellaneous (05-323) - $122,066
05-323
Ped Education and Encouragement
Allocation $10,000 ( FY 2024) and
$10,000 FY2025)
05-323
Measure B Santa Clara Valley
Transporation Authority (Per City
Engineer) $87,066 ($36,700 and
$50,366)
05-323 TDA (Per City Engineer) $25,000
FY 2023-24
Adopted Budget

CURRENT MONTH
October 2023
FY 2023-24 YTD
ACTUAL
FY 2023-24 YTD
vs. FY 2023-24 Full
Year Adopted
Budget -
Higher/(Lower)
% OF YTD
ACTUAL VS.

Full Year
Adopted
Budget
1,000 0 600 (400) 60.0%
1,100 1,270 1,992 892 181.1%
2,100 1,270 2,592 492 123.4%
97,500 17,886 67,470 (30,030) 69.2%
3,000 565 2,130 (871) 71.0%
100,500 18,450 69,599 (30,901) 69.3%
1,100 313 313 (787) 28.5%
2,500 0 339 (2,161) 13.5%
21,000 0 0 (21,000) 0.0%
0 0 200 200 N/A
100,000 8,333 94,492 (5,508) 94.5%
122,066 0 0 (122,066) 0.0%
246,666 8,647 95,344 (151,322) 38.7%
Page: 4 of 12 File: Part 1 - RECEIPTS AND DISBURSEMENT MONTHLY REPORT 2023 10 31 (Final) Page 19 of 192

THE CITY OF MONTE SERENO

RECEIPTS AND DISBURSEMENT REPORT

FOR THE MONTH OF
October 2023

33.3% OF FY 2023-24
Adopted Budget
Treasurer's Report
Part 1 of 4
. OTHER REVENUE
01-246 Road Impact fees
01-290 BCJPIA/State fund Ins. rebate
01-291 Microfilm Fee
01-292 Miscellaneous (See Notes Below)
01-294 Reimb. Publication
01-295 Election Candidate Fees
25-352 Storm drain dev fees
25-354 Storm Drain maintenance/Administration
General Fund Transfer for CIP
Beginning Equity Balance

TOTAL OTHER REVENUE

TOTAL REVENUE
FY 2023-24
Adopted Budget

CURRENT MONTH
October 2023
FY 2023-24 YTD
ACTUAL
FY 2023-24 YTD
vs. FY 2023-24 Full
Year Adopted
Budget -
Higher/(Lower)
% OF YTD
ACTUAL VS.

Full Year
Adopted
Budget
150,000 8,705 61,540 (88,460) 41.0%
0 0 0 0 N/A
7,500 1,435 4,165 (3,335) 55.5%
0 0 82 82 N/A
0 0 0 0 N/A
0 0 0 0 N/A
10,000 7,146 12,256 2,256 122.6%
10,000 0 0 (10,000) 0.0%
0 0 0 0 N/A
0 0 0 0 N/A
177,500 17,286 78,042 (99,458) 44.0%
5,491,066 278,102 901,789 (4,589,277) 16.4%
Page: 5 of 12 File: Part 1 - RECEIPTS AND DISBURSEMENT MONTHLY REPORT 2023 10 31 (Final) Page 20 of 192

THE CITY OF MONTE SERENO

RECEIPTS AND DISBURSEMENT REPORT

FOR THE MONTH OF
October 2023

33.3% OF FY 2023-24
Adopted Budget
Treasurer's Report
Part 1 of 4

EXPENDITURES

PERSONNEL

LAW ENFORCEMENT

CONSTRUCTION

GENERAL GOVERNMENT

MAINTENANCE

ADMINISTRATION

CITY ATTORNEY

BUILDING MAINTENANCE

EQUIPMENT AND IMPROVEMENT

BUILDING AND IMPROVEMENT

CITY AUDIT

ENGINEERING

SPECIAL DISTRICTS

TOTAL EXPENDITURES

NET SURPLUS / (DEFICIT)
FY 2023-24
Adopted Budget

CURRENT MONTH
October 2023
FY 2023-24 YTD
ACTUAL
FY 2023-24 YTD
vs. FY 2023-24 Full
Year Adopted
Budget -
Higher/(Lower)
% OF YTD
ACTUAL VS.

Full Year
Adopted
Budget
1,710,758 139,520 564,853 (1,145,905) 33.0%
1,192,665 142,550 310,984 (881,681) 26.1%
60,000 955 2,450 (57,550) 4.1%
413,289 17,248 214,564 (198,725) 51.9%
564,900 20,880 29,140 (535,760) 5.2%
505,762 71,685 157,999 (347,763) 31.2%
125,000 9,040 31,344 (93,656) 25.1%
34,000 4,492 13,104 (20,896) 38.5%
109,052 44,757 70,696 (38,356) 64.8%
1,257,401 1,084 31,933 (1,225,468) 2.5%
58,150 572 3,593 (54,557) 6.2%
12,000 0 11,940 (60) 99.5%
2,700 234 925 (1,775) 34.3%
6,045,677 453,017 1,443,526 (4,602,151) 23.9%
(554,611) (174,914) (541,737) 12,874 97.7%
Page: 6 of 12 File: Part 1 - RECEIPTS AND DISBURSEMENT MONTHLY REPORT 2023 10 31 (Final) Page 21 of 192

THE CITY OF MONTE SERENO

RECEIPTS AND DISBURSEMENT REPORT

FOR THE MONTH OF
October 2023

33.3% OF FY 2023-24
Adopted Budget
Treasurer's Report
Part 1 of 4

EXPENDITURES

GENERAL GOVERNMENT
01-505 Council Trvl, Mtgs,Protocol
01-506 Youth Commission Programs
01-507 Community Interface
01-515 Council Memberships
01-520 Elections
01-521 Municipal Code Revision
01-522 Environmental Services
01-523 GIS Mapping
01-531 Disbursement SMIP
01-532 SB1473 (BSASRF)
01-533 Disbruse SB1186 Fees
01-535 Professional Services
01-540 Insurance & Bonding
01-545 Code Enforcement
01-550 Community Based Organizations
01-555 Emergency Services
01-560 Annexation
01-565 Legal Ads/Notices/Recording fees
01-570 General Plan Revise
01-575 Misc/Refunds
01-576 Sales Tax
01-585 Animal Control

TOTAL GENERAL GOVERNMENT
FY 2023-24
Adopted Budget

CURRENT MONTH
October 2023
FY 2023-24 YTD
ACTUAL
FY 2023-24 YTD
vs. FY 2023-24 Full
Year Adopted
Budget -
Higher/(Lower)
% OF YTD
ACTUAL VS.

Full Year
Adopted
Budget
16,250 80 80 (16,170) 0.5%
3,000 0 0 (3,000) 0.0%
15,000 0 14,669 (331) 97.8%
2,000 0 0 (2,000) 0.0%
0 0 0 0 N/A
0 0 0 0 N/A
0 7,034 14,149 14,149 N/A
15,000 0 0 (15,000) 0.0%
3,500 1,481 2,750 (750) 78.6%
1,200 434 802 (398) 66.8%
0 0 0 0 N/A
134,529 5,493 25,021 (109,508) 18.6%
100,200 0 115,155 14,955 114.9%
0 0 0 0 N/A
20,000 0 30,000 10,000 150.0%
12,500 0 0 (12,500) 0.0%
0 0 0 0 N/A
6,000 2,726 3,651 (2,349) 60.8%
50,000 0 0 (50,000) 0.0%
0 0 0 N/A
0 0 0 N/A
34,110 0 8,288 (25,823) 24.3%
413,289 17,248 214,564 (198,725) 51.9%
Page: 7 of 12 File: Part 1 - RECEIPTS AND DISBURSEMENT MONTHLY REPORT 2023 10 31 (Final) Page 22 of 192

THE CITY OF MONTE SERENO

RECEIPTS AND DISBURSEMENT REPORT

FOR THE MONTH OF
October 2023

33.3% OF FY 2023-24
Adopted Budget
Treasurer's Report
Part 1 of 4

PERSONNEL
01-605 Regular Full Time
01-615 Part Time
01-620 Long Term Disablity Ins
01-625 Retirement Employer
01-627 Retirement Employee
01-630 Health Insurance
01-635 Dental Insurance
01-636 Vision Care
01-642 Workers Comp. Insurance
01-645 Social Security
01-647 Medicare
01-650 Unemployment
01-660 Deferred Compensation
01-665 Benefits Allowance

TOTAL PERSONNEL

ADMINISTRATION
01-705 Office Utilities
01-710 Office Supplies
01-711 Postage
01-715 Office Equip Maintenance
01-718 Bank Fee Finance Charge
01-720 Communications
01-725 Reproduction/Printing
01-740 Mtgs/Trvl/Mileage reimb.
01-745 Publications/Memberships
01-755 Professional Services
01-765 Contract Services
01-770 Training
01-775 Miscellaneous
01-885 Horticultural/Arborist Services
01-999 City Mangers Revolving Account

TOTAL ADMINISTRATION
FY 2023-24
Adopted Budget

CURRENT MONTH
October 2023
FY 2023-24 YTD
ACTUAL
FY 2023-24 YTD
vs. FY 2023-24 Full
Year Adopted
Budget -
Higher/(Lower)
% OF YTD
ACTUAL VS.

Full Year
Adopted
Budget
1,153,560 107,527 424,206 (729,354) 36.8%
79,401 0 0 (79,401) 0.0%
0 0 0 N/A
102,752 7,588 32,660 (70,091) 31.8%
13,563 1,087 4,347 (9,216) 32.1%
185,488 15,681 61,842 (123,646) 33.3%
14,803 822 3,172 (11,631) 21.4%
4,024 0 1,118 (2,907) 27.8%
13,543 0 2,444 (11,099) 18.0%
69,413 6,766 26,698 (42,716) 38.5%
18,373 1,582 6,244 (12,130) 34.0%
744 0 101 (643) 13.6%
0 (1,533) 2,021 2,021 N/A
55,092 0 0 (55,092) 0.0%
1,710,758 139,520 564,853 (1,145,905) 33.0%
11,200 2,231 6,040 (5,160) 53.9%
22,900 2,973 11,327 (11,573) 49.5%
0 2,519 4,505 4,505 N/A
10,000 705 2,342 (7,659) 23.4%
0 0 0 0 N/A
26,200 544 4,308 (21,892) 16.4%
11,300 0 2,819 (8,481) 24.9%
18,500 3,951 8,865 (9,635) 47.9%
26,000 1,190 7,453 (18,547) 28.7%
0 0 0 0 N/A
366,662 56,829 109,371 (257,291) 29.8%
10,500 743 968 (9,532) 9.2%
0 0 0 0 N/A
0 0 0 0 N/A
2,500 0 0 (2,500) 0.0%
505,762 71,685 157,999 (347,763) 31.2%
Page: 8 of 12 File: Part 1 - RECEIPTS AND DISBURSEMENT MONTHLY REPORT 2023 10 31 (Final) Page 23 of 192

THE CITY OF MONTE SERENO

RECEIPTS AND DISBURSEMENT REPORT

FOR THE MONTH OF
October 2023

33.3% OF FY 2023-24
Adopted Budget
Treasurer's Report
Part 1 of 4

EQUIPMENT/IMPROVEMENTS
01-805 Office
01-810 Field
01-811 Computer, Hard/Software

TOTAL EQUIPMENT / IMPROVEMENTS

BUILDING/IMPROVEMENTS
01-814 Building Acquisition
01-815 Building Improvements
01-816 Building Improvement City Hall

TOTAL EQUIPMENT / IMPROVEMENTS
Notes to Building Improvement (01-815) $1,200,000
01-815 Annex Building Project $1,200,000
(Budget)
01-815 Green Stormwater Infrastructure
Project $125,000 (Budget)

LAW ENFORCEMENT
03-545 Police Services
01-546 Booking & CAL-ID
03-548 Disburse COPS grant funds

TOTAL LAW ENFORCEMENT

BUILDING MAINTENANCE
01-860 Building & Ground Maint
01-920 Building & Ground Const

TOTAL BUILDING MAINTENANCE
FY 2023-24
Adopted Budget

CURRENT MONTH
October 2023
FY 2023-24 YTD
ACTUAL
FY 2023-24 YTD
vs. FY 2023-24 Full
Year Adopted
Budget -
Higher/(Lower)
% OF YTD
ACTUAL VS.

Full Year
Adopted
Budget
0 0 0 0 N/A
45,000 42,917 42,917 (2,083) 95.4%
64,052 1,840 27,779 (36,273) 43.4%
109,052 44,757 70,696 (38,356) 64.8%
0 0 0 0 N/A
1,257,401 1,084 11,584 (1,245,817) 0.9%
0 20,349
1,257,401 1,084 31,933 (1,245,817) 2.5%
1,092,665 84,217 252,651 (840,014) 23.1%
0 0 0 0 N/A
100,000 58,333 58,333 (41,667) 58.3%
1,192,665 142,550 310,984 (881,681) 26.1%
34,000 4,492 13,104 (20,896) 38.5%
0 0 0 0 N/A
34,000 4,492 13,104 (20,896) 38.5%
Page: 9 of 12 File: Part 1 - RECEIPTS AND DISBURSEMENT MONTHLY REPORT 2023 10 31 (Final) Page 24 of 192

THE CITY OF MONTE SERENO

RECEIPTS AND DISBURSEMENT REPORT

FOR THE MONTH OF
October 2023

33.3% OF FY 2023-24
Adopted Budget
Treasurer's Report
Part 1 of 4

MAINTENANCE
01-845 Pavement Management Program
12-840 Pavement Impr Project - Constitution
12-841 PIP - Greenwood Road
12-845 Pavement Management Program
12-850 Street Maintenance
12-865 Street Sweeping
05-845 Street Maintenance
05-850 Storm Drain Maintenance
05-870 Traffic Safety (signs & markings)
05-880 Traffic Safety (emergency calls&repairs)
05-890 Traffic Safety ( street lighting)
25-850 Storm Drain Maintenance

TOTAL MAINTENANCE

CONSTRUCTION
01-905 Gen Fund Road Proj.(FY2018/19)
01-915 Neighborhood St. Improve Project
05-87x Daves Ave Winchester Equestrian
05-905 Traffic Safety Project
05-925 Traffic Safety Misc Bike/Ped Improv
12-915 Gas Tax Road Project
25-910 Storm Drain Project

TOTAL CONSTRUCTION

ENGINEERING
Mapping and Records System
12-875 Congestion Management
25-805 WV Clean Water Administration

TOTAL ENGINEERING

SPECIAL DISTRICTS
40-935 Loma Serena Lighting
50-945 Rose/Andrews Lighting

TOTAL SPECIAL DISTRICTS
FY 2023-24
Adopted Budget

CURRENT MONTH
October 2023
FY 2023-24 YTD
ACTUAL
FY 2023-24 YTD
vs. FY 2023-24 Full
Year Adopted
Budget -
Higher/(Lower)
% OF YTD
ACTUAL VS.

Full Year
Adopted
Budget
0 0 4,460 4,460 N/A
200,000 0 0 (200,000) 0.0%
131,700 0 0 (131,700) 0.0%
35,000 0 0 (35,000) 0.0%
40,000 0 0 (40,000) 0.0%
20,000 0 0 (20,000) 0.0%
7,640 0 0 N/A
60,000 0 1,100 (58,900) 1.8%
45,000 13,041 22,792 (22,208) 50.6%
0 0 0 0 N/A
3,200 199 788 (2,412) 24.6%
30,000 0 0 (30,000) 0.0%
564,900 20,880 29,140 (535,760) 5.2%
0 0 1,495 1,495 N/A
0 0 0 0 N/A
60,000 0 0 (60,000) 0.0%
0 0 0 0 N/A
0 955 955 955 N/A
0 0 0 0 N/A
0 0 0 0 N/A
60,000 955 2,450 (57,550) 4.1%
0 0 0 0 N/A
0 0 0 0 N/A
12,000 0 11,940 (60) 99.5%
12,000 0 11,940 (60) 99.5%
2,100 185 733 (1,367) 34.9%
600 49 193 (407) 32.1%
2,700 234 925 (1,775) 34.3%
Page: 10 of 12 File: Part 1 - RECEIPTS AND DISBURSEMENT MONTHLY REPORT 2023 10 31 (Final) Page 25 of 192

THE CITY OF MONTE SERENO

RECEIPTS AND DISBURSEMENT REPORT

FOR THE MONTH OF
October 2023

33.3% OF FY 2023-24
Adopted Budget
Treasurer's Report
Part 1 of 4

CITY ATTORNEY
01-425 Retainer
01-427 Litigation
01-430 City Attorney litigation
01-435 Mtg, Trv, Prot.

TOTAL CITY ATTORNEY

CITY AUDIT
01-470 Audit
12-472 Gas Tax Audit
01-480 Misc/Bank charges

TOTAL CITY AUDIT

TOTAL EXPENDITURES

NET SURPLUS / (DEFICIT)
FY 2023-24
Adopted Budget

CURRENT MONTH
October 2023
FY 2023-24 YTD
ACTUAL
FY 2023-24 YTD
vs. FY 2023-24 Full
Year Adopted
Budget -
Higher/(Lower)
% OF YTD
ACTUAL VS.

Full Year
Adopted
Budget
90,000 7,500 27,500 (62,500) 30.6%
35,000 1,540 3,844 (31,156) 11.0%
0 0 0 0 N/A
0 0 0 0 N/A
125,000 9,040 31,344 (93,656) 25.1%
51,150 0 510 (50,640) 1.0%
3,000 0 0 (3,000) 0.0%
4,000 572 3,083 (917) 77.1%
58,150 572 3,593 (54,557) 6.2%
6,045,677 453,017 1,443,526 (4,602,151) 23.9%
(554,611) (174,914) (541,737) 12,874 97.7%
Page: 11 of 12 File: Part 1 - RECEIPTS AND DISBURSEMENT MONTHLY REPORT 2023 10 31 (Final) Page 26 of 192

THE CITY OF MONTE SERENO

RECEIPTS AND DISBURSEMENT REPORT

FOR THE MONTH OF
October 2023

33.3% OF FY 2023-24
Adopted Budget
Treasurer's Report
Part 1 of 4

TOTAL FUND RESERVES

WARRANT CHECKING ACCOUNT
01-010 TOTAL WARRANT CHECKING

SAVINGS ACCOUNT
01-015 General
Economic Fluctuation Reserve
Capital Improvement Program Reserve
Property Improvement Reserve
Other Post Emplpoyment Benefits (OPEB)
03-015 Law Enforcement
05-015 Traffic Safety
12-015 Gas Tax (2107)
25-015 Storm Drain
30-015 Surety Trust
40-015 Loma Serena Ltg.
50-015 Rose/Andrews Ltg

TOTAL SAVINGS

TOTAL DEMAND ACCOUNTS

LAIF GENERAL FUND ACCOUNT
Undesignated Reserve
Economic Fluctuation Reserve
Capital Improvement Program Reserve
Property Improvement Reserve
Other Post Emplpoyment Benefits (OPEB)
01-025 Subtotal Unrestricted Reserve
05-025 Trafffic Safety
12-025 2107 GAS TAX
25-025 Storm Drain
30-025 Surety Trust
40-024 Loma Serena Lighting District
Subtotal Restricted Reserve

TOTAL GENERAL FUND RESERVE
Wells Fargo Advisors Account
01-035 Undesignated Reserves
Economic Fluctuation Reserve
Capital Improvement Program Reserve
Property Improvement Reserve
Other Post Emplpoyment Benefits (OPEB)
12-035 Gas Tax Account
Wells Fargo Advisors Account

TOTAL ALL FUNDS
FY 2023-24
Adopted Budget

CURRENT MONTH
October 2023
FY 2023-24 YTD
ACTUAL
FY 2023-24 YTD
vs. FY 2023-24 Full
Year Adopted
Budget -
Higher/(Lower)
% OF YTD
ACTUAL VS.

Full Year
Adopted
Budget
117,450 22,200 422,695 305,245 359.9%
78,882 (251,602) (475,357) (554,239) -602.6%
0 0 0 N/A
0 0 0 N/A
0 0 0 N/A
0 0 0 N/A
0 8,333 486,097 486,097 N/A
0 1,270 34,489 34,489 N/A
64,274 25,279 474,876 410,602 738.8%
45,924 0 69,524 23,600 151.4%
73 0 73 (0) 99.7%
2,705 121 5,637 2,932 208.4%
0 0 39 39 N/A
191,858 (216,598) 595,377 403,519 310.3%
309,308 (194,398) 1,018,072 708,764 329.1%
647,671 1,313 97,509 (550,162) 15.1%
3,500,000 0 0 (3,500,000) 0.0%
500,000 0 0 (500,000) 0.0%
200,000 0 0 (200,000) 0.0%
0 0 0 0 N/A
4,847,671 1,313 97,509 (4,750,162) 2.0%
0 0 0 0 N/A
131,506 15 1,085 (130,421) 0.8%
21,000 0 21,000 0 100.0%
27,043 0 27,043 (0) 100.0%
6,751 0 6,751 0 100.0%
186,300 15 55,879 (130,421) 30.0%
5,033,970 1,327 153,388 (4,880,583) 3.0%
17,886 229,785 229,785 N/A
0 3,500,000 3,500,000 N/A
0 500,000 500,000 N/A
0 200,000 200,000 N/A
0 0 0 N/A
565 139,814 139,814 N/A
0 18,450 4,569,599 4,569,599 0
5,343,278 (174,620) 5,741,059 397,781 107.4%
Page: 12 of 12 File: Part 1 - RECEIPTS AND DISBURSEMENT MONTHLY REPORT 2023 10 31 (Final) Page 27 of 192 1 | P a g e
Significant Revenue and Expenditures Narrative Treasurer’s Report – Part 2 of 4 October 2023

33.3% of FY 2023-24 Adopted Budget
Revenues
SIGNIFICANT FULL-YEAR VARIANCES TO FY 2023-24 ADOPTED BUDGET NARRATIVE  Revenues $901.8 Thousand (16.4% of FY 2023-24 Adopted Budget FULL YEAR) - Property Tax $109 Thousand, 3.8% of FY 2023-24 Adopted Budget FULL YEAR: In October 2023, received Unsecured Property Tax ($95.5k)

- Licenses and Permits $362 Thousand, 49.0% of FY 2023-24 Adopted Budget FULL YEAR: In October, received Permit fees from major projects on Daves Ave ($62.9k). - Franchise Fees $83 Thousand, 24.0% of FY 2023-24 Adopted Budget FULL YEAR: Received Franchise fees from West Valley Collection ($6.9k)
- Intergovernmental $95 Thousand, 38.7% of FY 2023-24 Adopted Budget FULL YEAR: Received FY 2022-23 COPS ELEAS Growth pass-thru grant ($8.3k)
- Other Revenues $78 Thousand, 44.0% of FY 2023-24 Adopted Budget FULL YEAR: In October, received total Road Impact fees ($8.7k)
- Gas Tax $73 Thousand, 39.5% of FY 2023-24 Adopted Budget FULL YEAR: Received Gas Tax Revenue SB-1 Revenue ($7.5k) and two months of Gas Tax revenue ($17.8k). -
- Real Property Tax $27 Thousand, 25.5% of FY 2023-24 Adopted Budget FULL YEAR: In October, received $1.7k real estate transfer tax.
- Sales and Use Tax $3 Thousand, 28.8% of FY 2023-24 Adopted Budget FULL YEAR: Received sales tax for October 2023 ($159)
- Federal Relief Funds and Other $0, 0% of FY 2023-24 Adopted Budget Full Year: None. - Investment Income/Interest $70 Thousand, 69.3% of FY 2023-24 Adopted Budget FULL YEAR: In October 2023, earned $19.0k in T-Bill interest.

2 | P a g e
Significant Revenue and Expenditures Narrative Treasurer’s Report – Part 2 of 4 October 2023

33.3% of FY 2023-24 Adopted Budget
Expenditures
SIGNIFICANT FULL-YEAR VARIANCES TO FY 2023-24 ADOPTED BUDGET NARRATIVE  Expenditures $1.4 Million, 23.9% of FY 2023-24 Adopted Budget FULL YEAR - Personnel $564 Thousand, 33.0% of FY 2023-24 Adopted Budget FULL YEAR: Even with the Adopted Budget.
- Law Enforcement $311 Thousand, 26.1% of FY 2023-24 Adopted Budget FULL YEAR: In October. Paid $84.2k for Police Services paid pass-thru COPS ELEAS Grant $58.3k. - Construction $2 Thousand, 4.1% of FY 2023-24 Adopted Budget FULL YEAR: None. - General Government $215 Thousand, 51.9% of FY 2023-24 Adopted Budget FULL YEAR: In October, paid West Valley Solid Waste Management Authority 2nd Quarter FY 2024 charge ($7.0k) - Maintenance $29 Thousand, 5.2% of FY 2023-24 Adopted Budget FULL YEAR: In October, removed fallen tree along Quinto Rd and Oak Rd. Clean up along West side of Winchester Blvd. ($4.6k). - Administration $158 Thousand, 31.2% of FY 2023-24 Adopted Budget FULL YEAR: In October, A.I.M.S.

Corporation for City Engineer Consultant ($6.7k); Alana Consulting for Plan Check services June 2023 – September 2023 ($43.6k) and Hourly Building Official Services 08/28/2023to 09/24/2023 ($5.5k) and e-Permit Development ($5.5k).
- City Attorney $31 Thousand, 25.1% of FY 2023-24 Adopted Budget FULL YEAR: City Attorney services ($7.5k); Padgett v. Curtis Wright (collection action) ($1.5k) - City Audit $4 Thousand, 6.2% of FY 2023-24 Adopted Budget FULL YEAR: None. - Equipment / Improvements $71 Thousand, 64.8% of FY 2023-24 Adopted Budget FULL YEAR: In October, purchase City Truck 2023 GMC Canyon with accessories ($42.9k). - Building and Improvement $32 Thousand, 2.5% of FY 2023-24 Adopted Budget FULL YEAR: None - Building Maintenance $13 Thousand, 38.5% of FY 2023-24 Adopted Budget FULL YEAR: In October, paid for City Hall maintenance supplies ($1.4k).

DEMAND ACCOUNT REPORT For the period ending
October 31, 2023
Treasurer's Report - Part 3 of 4
October 31, 2023 September 30, 2023 Changes Higher /
(Lower) Comment
BEGINNING BALANCE $1,212,469.70 $1,328,497.65 ($116,027.95) Receipts and Interest Earned
Receipts for the period $259,683.75 249,447.08 $10,236.67 In October 2023, received Unsecured PropertyTax ($95.5k); Building Permits on Daves Ave ($62.9k) Andrews Ave ($21.1k); Gas Tax Revenue for two months ($17.8k); SB-1 Revenue ($7.5k); COPS ELEAS Pass-Thru Grant ($8.3k); and West Valley Collection franchise fee ($6.9k); Investment receipts during the period $0.00
Interest earned $0.00 4
Total Receipts and Interest Earned $259,683.75 $249,447.08 $10,236.67 Less: Disbursements
Cash disbursements during the period $386,557.40 $295,012.03 $91,545.37 In October 2023, paid for Police Services ($84.2k); Pass-thru payment COPS ELEAS Grant ($58.3k); Net Pay to Staff Employees ($71.1k); Purchase City GMC Truck ($42.9k); Alana Consulting for building hourly services ($43.6k) and e-Permit Development ($11.0k); CalPERS Health Insurance Premium ($17.9k); Kimley-Horn and Associates on S Curve Project ($13.0k); Apex Asphalt Paving on 18194 Daves Ave ($7.6k); Logan & Powell legal services ($9.0k); and West Valley Waste Management Authority 2nd Quarter FY 2024 Charge ($7.0k).

Invested during the period $0.00
GASB 68 Report & SSA fee $0.00 $700.00 ($700.00) Paid in September 2023 GASB 68 Report from CalPERS EFT(PERS retirement) $14,476.92 $14,586.75 ($109.83)
EFT (payroll taxes) $28,656.97 $28,205.75 $451.22
EFT (PERS health) $17,949.75 $20,649.92 ($2,700.17) New Hire prorated health insurance premium for two months catchup paid in September 2023
EFT (EDD payroll taxes) $6,440.48 $6,320.58 $119.90
Bank fees $0.00
Total Disbursements $454,081.52 $365,475.03 $88,606.49
ENDING BALANCE $1,018,071.93 $1,212,469.70 ($194,397.77)

BALANCE IN DEMAND ACCOUNTS
Checking $422,695.04 $400,494.71 $22,200.33
Savings $595,376.89 $811,974.99 ($216,598.10)
TOTAL DEMAND ACCOUNTS $1,018,071.93 $1,212,469.70 ($194,397.77)

FUND DISTRIBUTION IN DEMAND ACCOUNTS
General ($52,662.27) $176,739.27 ($229,401.54)
Law Enforcement $486,097.22 $477,763.89 $8,333.33 Received FY 2023-24 COPS ELEAS Growth pass-thru grant ($8.3k) Traffic Safety $34,488.85 $33,218.54 $1,270.31 Received Bails and Fines ($1.3k).

Gas Tax (2107) $474,875.76 $449,596.37 $25,279.39 Received Gas Tax Revenue for two months ($17.8k) and SB-1 Revenue ($7.5k).

Storm Drain $69,523.86 $69,523.86 $0.00
Surety Trust $72.75 $72.75 $0.00
Loma Serena Ltg $5,636.82 $5,516.08 $120.74
Rose/Andrews Ltg. $38.94 $38.94 $0.00
Total $1,018,071.93 $1,212,469.70 ($194,397.77)

City of Monte Sereno
Investment Accounts
Local Agency Investment Fund Wells Fargo Accounts Custodian For the period ending
October 31, 2023
Treasurer's Report - Part 4 of 4

ALL FUNDS REPORT

LAIF GENERAL FUND RESERVE ACCOUNT
Undesignated Reserve
Economic Fluctuation Reserve
Capital Improvement Program Reserve
Property Improvement Reserve
Other Post Emplpoyment Benefits
(OPEB)
01-025 Subtotal Unrestricted Reserves
05-025 Trafffic Safety
12-025 2107 GAS TAX
25-025 Storm Drain
30-025 Surety Trust
Building Fund
40-024 Loma Serena Ltg.

Subtotal Restricted Reserve
Total General Fund Reserve -
LAIF
9/30/2023
Revenue Interest
and
(Disbursements)
Transfers within
WFB between 5508
and 2153
Transfer in/(Out)
(From WFB 5508 to
LAIF) To Wells
Fargo Advisors
10/31/2023 Comments
96,196.17 1,312.87 97,509.04 Interest earned July 1, 2023 to September 30, 2023

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00
96,196.17 1,312.87 0.00 0.00 97,509.04

0.00 0.00
1,070.54 14.61 1,085.15 Interest earned July 1, 2023 to September 30, 2023 21,000.00 21,000.00
27,042.53 27,042.53

0.00 0.00
6,751.00 6,751.00
55,864.07 14.61 0.00 0.00 55,878.68
152,060.24 1,327.48 0.00 0.00 153,387.72
NOTES:

Interest is deposited directly to LAIF account. This monthly report is in compliance with the City's investment policy and demonstrates the City's ability to meet its expenditure requirements for the next six months.

City of Monte Sereno
Investment Accounts
Local Agency Investment Fund Wells Fargo Accounts Custodian For the period ending
October 31, 2023
Treasurer's Report - Part 4 of 4

ALL FUNDS REPORT
LAIF GENERAL FUND RESERVE ACCOUNT Wells Fargo Advisors GENERAL FUND RESERVE ACCOUNT Undesignated Reserve
Economic Fluctuation Reserve
Capital Improvement Program Reserve
Property Improvement Reserve
Other Post Emplpoyment Benefits
(OPEB)
01-035 Subtotal Unrestricted Reserves
05-035 Trafffic Safety
12-035 2107 GAS TAX
25-035 Storm Drain
30-035 Surety Trust
Building Fund
40-035 Loma Serena Ltg.

Subtotal Restricted Reserve
Total General Fund Reserve -
Wells Fargo Advisors
9/30/2023
Revenue Interest
and
(Disbursements)
Transfers within
WFB between 5508
and 2153
Transfer in/(Out)
(From WFB 5508 to
LAIF) To Wells
Fargo Advisors
10/31/2023 Comments
210,822.43 18,963.04 229,785.47 Interest earned on T-Bills 3,500,000.00 3,500,000.00
500,000.00 500,000.00
200,000.00 200,000.00

0.00 0.00
4,410,822.43 18,963.04 0.00 0.00 4,429,785.47

0.00 0.00
139,215.32 598.52 139,813.84 Interest earned on T-Bills

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00
139,215.32 598.52 0.00 0.00 139,813.84
4,550,037.75 19,561.56 0.00 0.00 4,569,599.31
NOTES:

Interest is deposited directly to LAIF account. This monthly report is in compliance with the City's investment policy and demonstrates the City's ability to meet its expenditure requirements for the next six months.

City of Monte Sereno
Investment Accounts
Local Agency Investment Fund Wells Fargo Accounts Custodian For the period ending
October 31, 2023
Treasurer's Report - Part 4 of 4

ALL FUNDS REPORT

LAIF GENERAL FUND RESERVE ACCOUNT
SAVINGS ACCOUNT #5508
01-015 General
01-015 Economic Fluctuation Reserve
01-015 Capital Improvement Program Reserve
01-015 Property Improvement Reserve
01-015 Other Post Emplpoyment Benefits
(OPEB)
01-015 Total General Fund Reserve - LAIF
03-015 Law Enforecment
05-015 Traffic Safety
12-015 Gas Tax (2107)
25-015 Storm Drain
30-015 Surety Trust
40-015 Loma Serena Ltg.
50-015 Rose/Andrews Ltg
Total
WARRANT CHECKING ACCOUNT #2153
01-010 Total
Total All Funds
9/30/2023
Revenue Interest
and
(Disbursements)
Transfers within
WFB between 5508
and 2153
Transfer in/(Out)
(From WFB 5508 to
LAIF) To Wells
Fargo Advisors
10/31/2023 Comments
(223,755.44) 224,679.98 (476,281.85) (475,357.31)
In October 2023, received Unsecured PropertyTax ($95.5k); Building Permits on Daves Ave ($62.9k) Andrews Ave ($21.1k); and West Valley Collection franchise fee ($6.9k);

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00
(223,755.44) 224,679.98 (476,281.85) 0.00 (475,357.31)
477,763.89 8,333.33 486,097.22 Received FY 2023-24 COPS ELEAS Growth pass-thru grant ($8.3k) 33,218.54 1,270.31 34,488.85 Received Bails and Fines ($1.3k). 449,596.37 25,279.39 474,875.76 Received Gas Tax Revenue for two months ($17.8k) and SB-1 Revenue ($7.5k).
69,523.86 0.00 69,523.86

72.75 0.00 72.75
5,516.08 120.74 5,636.82

38.94 0.00 38.94
811,974.99 259,683.75 (476,281.85) 0.00 595,376.89
400,494.71 (454,081.52) 476,281.85 422,695.04
In October 2023, paid for Police Services ($84.2k); Pass-thru payment COPS ELEAS Grant ($58.3k); Net Pay to Staff Employees ($71.1k); Purchase City GMC Truck ($42.9k); Alana Consulting for building hourly services ($43.6k) and e-Permit Development ($11.0k); CalPERS Health Insurance Premium ($17.9k); Kimley-Horn and Associates on S Curve Project ($13.0k); Apex Asphalt Paving on 18194 Daves Ave ($7.6k); Logan & Powell legal services ($9.0k); and West Valley Waste Management Authority 2nd Qtr FY 2024 Charge ($7.0k).
5,914,567.69 (173,508.73) 0.00 0.00 5,741,058.96
NOTES:

Interest is deposited directly to LAIF account. This monthly report is in compliance with the City's investment policy and demonstrates the City's ability to meet its expenditure requirements for the next six months.

STAFF REPORT
Meeting: City Council - Feb 20 2024
Agenda Heading: CONSENT CALENDAR
Staff Contact: Diana Perkins, City Planner
Department: City Planner
Title: 2023 Housing Element Annual Progress Report
Recommendation(s):

Staff recommends the City Council accept the 2023 Housing Element Annual Progress Report and direct staff to file the report with the State of California by April 1, 2024.

Background Information:

Since 1969, California has required that all local governments adequately plan to meet the housing needs of everyone in the community. California’s local governments meet this requirement by adopting Housing Elements as part of the General Plan. The General Plan serves as the "blueprint" for how the city will grow and develop.

In accordance with Government Code section 65400, each jurisdiction must prepare an Annual Progress Report (APR) on the status and progress in implementing the Housing Element using forms and definitions adopted by the California Department of Housing and Community Development (HCD).

Each jurisdiction’s APR must be submitted to HCD and the Governor’s Office of Planning and Research by April 1 of each year covering the previous calendar year.

The 2023 APR (Attachment 1) provides an update on the City’s progress in implementing the RHNA requirements of the 2023-2031 6th Cycle Housing Element. The APR describes the City’s accomplishments from January 1, 2023 to December 31, 2023 that contribute toward meeting its Regional Housing Needs Allocation (RHNA), as described further in the Analysis section below.

Analysis:

RHNA Progress
The following table shows the number of new housing units that have been issued building permits for current 2023-2031 6th Cycle Housing Element planning period, as shown in Table B of the APR form.

Building permit issued from July 1, 2022 through December 31, 2022 are included in the 6th Cycle Planning Period:

Building Permits Issued for New Housing Units (APR Table B) Year New ADUs New Houses Total
July 1, 2022 –
December 31, 2022
14 1 15
2023 13 7 20

Building Permits Issued for New Housing Units (APR Table B) Total 27 8 35
In addition to the total number of building permits issued for new housing units, the APR also shows the affordability levels for each new housing unit. The affordability level for all new single-family houses that were permitted fall in the Above Moderate category as none of these for-sale housing units have been dedicated for lower income categories. ADUs/JADUs are considered rental units as they secondary units to the main house and are considered rental units as they are not available for sale separately.

The following table shows the monthly rental levels for each income category as determined annually by the California Department of Housing and Community Development in accordance with state law:

Rent Affordability Categories – 2023
Income Level
(Max. % of Area
Median Income)
Studio Unit One Bedroom Unit Two Bedroom Unit
Very Low
(50%)
Up to $1,561 Up to $1,785 Up to $2,008
Low
(60%)
$1,562 - $2,400 $1,786 - $2,743 $2,009 - $3,085
Moderate
(110%)
$2,401 - $3,808 $2,744 - $4,351 $3,086 - $4,895
Above Moderate
(above 110%)
$3,809 + $4,352 + $4,896 +
The affordability level for each ADU/JADU permitted is determined based on a survey that staff to each property owner who received a building permit for a new ADU/JADU requesting information about the actual rent charged for the unit. The information provided in the surveys that are returned is reported in the APR. For the new ADUs/JADUs where a completed survey was not received, the affordability methodology established by the Association of Bay Area Governments (ABAG) is used to determine the affordability level. Details of that methodology are included in Attachment 2.

Table B of the attached APR details the affordability categories for each new housing unit permitted.

This information is summarized below by showing the required number of new housing units in each affordability category and the actual number of building permit issued since the beginning of the planning period:

RHNA and New Housing Units for 2023-2031 6th Cycle Housing Element (APR Table B) Income Level RHNA Allocation Number of Building Permits Issued*
Very Low 53 10
Low 30 4
Moderate 31 6
Above Moderate 79 15
Total 193 35
 Including permits issued from July 1, 2022 through December 31, 2022 as these count towards the 6thCycle Housing Element

Housing Programs
The attached Annual Progress Report also reports on the status of the programs in the Housing Element, Table D of the Attachment 1. As the 2023-2031 6th Cycle Housing Element has not yet been approved by HCD, the programs included in the APR are from the previous 2015-2023 5th Cycle Housing Element.

Public Noticing:

The City Council's agenda was posted at City Hall and the agenda as well as this report appears on the City's website.

Attachments:

1. 2023 Annual Housing Element Progress Report

2. ABAG Technical Memo - Using ADUs to Satisfy RHNA

Jurisidiction Name
Reporting Calendar Year
First Name
Last Name
Title Click here to download APR Instructions
Email
Phone
Street Address
City
Zipcode
Click here to add rows to a table. If you add too many rows, you may select a cell in the row you wish to remove and type ctrl + d.
18041 Saratoga Los Gatos Rd
Monte Sereno
95030
Diana
Perkins
City Planner
[email protected]
4083547635
Mailing Address
Please Start Here
General Information
2023
Monte Sereno
Contact Information
Optional: Click here to import last year's data. This is best used when the workbook is new and empty. You will be prompted to pick an old workbook to import from. Project and program data will be copied exactly how it was entered in last year's form and must be updated. If a project is no longer has any reportable activity, you may delete the project by selecting a cell in the row and typing ctrl + d.

Annual Progress Report January 2020

Optional: This runs a macro which checks to ensure all required fields are filled out. The macro will create two files saved in the same directory this APR file is saved in. One file will be a copy of the APR with highlighted cells which require information.

The other file will be list of the problematic cells, along with a description of the nature of the error.

Optional: Save before running. This copies data on Table A2, and creates another workbook with the table split across 4 tabs, each of which can fit onto a single page for easier printing. Running this macro will remove the comments on the column headers, which contain the instructions. Do not save the APR file after running in order to preserve comments once it is reopened.

Optional: This macro identifies dates entered that occurred outside of the reporting year. RHNA credit is only given for building permits issued during the reporting year.

Link to the online system: https://apr.hcd.ca.gov/APR/login.do Submittal Instructions
Please save your file as Jurisdictionname2022 (no spaces). Example: the city of San Luis Obispo would save their file as SanLuisObispo2022 Housing Element Annual Progress Reports (APRs) forms and tables must be submitted to HCD and the Governor's Office of Planning and Research (OPR) on or before April 1 of each year for the prior calendar year; submit separate reports directly to both HCD and OPR pursuant to Government Code section 65400. There are two options for submitting APRs:

1. Online Annual Progress Reporting System - Please see the link to the online system to the left. This allows you to upload the completed APR form into directly into HCD’s database limiting the risk of errors. If you would like to use the online system, email [email protected] and HCD will send you the login information for your jurisdiction. Please note: Using the online system only provides the information to HCD. The APR must still be submitted to OPR. Their email address is [email protected].

2. Email - If you prefer to submit via email, you can complete the excel Annual Progress Report forms and submit to HCD at [email protected] and to OPR at [email protected]. Please send the Excel workbook, not a scanned or PDF copy of the tables.

Jurisdiction Monte Sereno
Reporting Year 2023
Housing Element Planning Period 6th Cycle
Current Year
Deed Restricted 0
Non-Deed
Restricted 7
Deed Restricted 0
Non-Deed
Restricted 3
Deed Restricted 0
Non-Deed
Restricted 2
11 23
Units by Structure Type Entitled Permitted Completed
Single-family Attached 0 0 0
Single-family Detached 5 10 2
2 to 4 units per structure 0 0 0
5+ units per structure 0 0 0
Accessory Dwelling Unit 3 13 14
Mobile/Manufactured Home 0 0 0
Total 8 23 16
Infill Housing Developments and Infill Units Permitted # of Projects Units 0 0
22 23
16 16
14 0
0 0
(Jan. 1 - Dec. 31)
01/31/2023 - 01/31/2031
Number of SB 35 Streamlining Applications Approved
Very Low
Low
Moderate
Total Housing Applications Submitted:

Number of Proposed Units in All Applications Received:

Total Housing Units Approved:

Total Housing Units Disapproved:

Total Units
Housing Applications Summary
Use of SB 35 Streamlining Provisions - Applications
Note: Units serving extremely low-income households are included in the very low-income permitted units totals Number of SB 35 Streamlining Applications
Above Moderate
Indicated as Infill
Not Indicated as Infill
Building Permits Issued by Affordability Summary
Income Level

Income Rental Ownership Total
Very Low 0 0 0
Low 0 0 0
Moderate 0 0 0
Above Moderate 0 0 0
Total 0 0 0
Streamlining Provisions Used - Permitted Units # of Projects Units SB 9 (2021) - Duplex in SF Zone 0 0
SB 9 (2021) - Residential Lot Split 0 0
AB 2011 (2022) 0 0
SB 6 (2022) 0 0
SB 35 (2017) 0 0
Ministerial and Discretionary Applications

Applications Units
Ministerial 10 10
Discretionary 6 6
Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus 0 Number of Units in Applications Submitted Requesting a Density Bonus 0 Number of Projects Permitted with a Density Bonus 0
Number of Units in Projects Permitted with a Density Bonus 0 Housing Element Programs Implemented and Sites Rezoned Count 15 0
Programs Implemented
Sites Rezoned to Accommodate the RHNA
Units Constructed - SB 35 Streamlining Permits

Jurisdiction Monte Sereno ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 01/31/2023 - 01/31/2031
Date
Application
Submitted
Total
Approved
Units by
Project
Total
Disapproved
Units by
Project
Streamlining
2 3 4 6 7 8 9
Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Date
Application
Submitted+
(see
instructions)
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
LowIncome
Deed
Restricted
Low-Income
Non Deed
Restricted
ModerateIncome
Deed
Restricted
ModerateIncome
Non Deed
Restricted
Above
ModerateIncome
Total PROPOSED
Units by Project
Total

APPROVED
Units by project
Total

DISAPPROVED
Units by Project
Please select
streamlining
provision/s the
application was
submitted
pursuant to.

Did the housing
development
application seek
incentives or
concessions
pursuant to
Government Code
section 65915?
Summary Row: Start Data Entry Below 0 2 0 3 1 2 8 16 14 0 510-50-001 16101
Greenwood Rd 2023-3079
SFD O
11/24/2023
1 1 0 0 SB 9 (2021) -
Residential Lot
Split
No
409-34-052 17272 Nagpal
Ct 2023-3059 SFD O
8/30/2023
1 1 0 0 NONE No
409-42-019 15367 Via
Palomino 2023-0323 ADU R
12/19/2023
1 1 1 0 NONE No
410-25-002 15997
Grandview Av 2023-0044 ADU R
2/28/2023
1 1 1 0 NONE No
410-25-002 15997
Grandview Av 2023-0044 ADU R
2/28/2023
1 1 1 0 NONE No
410-29-015 18172 Daves
Av 2023-0247 ADU R
9/29/2023
1 1 1 0 NONE No
410-11-012 15816 San
Benito Wy 2023-0281 ADU R
10/30/2023
1 1 1 0 NONE No
410-11-041 15851 San
Benito Wy 2023-0168 SFD O
7/18/2023
1 1 1 0 NONE No
410-07-040 17504 Vineland
Av 2023-0292 ADU R
11/7/2023
1 1 1 0 NONE No
409-34-018 17306
Grosvenor Ct 2023-0035 ADU R
2/10/2023
1 1 1 0 NONE No
410-11-042 17671 Bruce Av 2023-0074 SFD O
4/4/2023
1 1 1 0 NONE No
410-10-031 17520 Daves
Av 2023-0172 ADU R
7/30/2023
1 1 1 0 NONE No
410-12-010 17696 Bruce Av 2023-0226 SFD O
9/15/2023
1 1 1 0 NONE No
410-12-010 17696 Bruce Av 2023-0226 ADU R
9/15/2023
1 1 1 0 NONE No
410-29-005 18300 Daves
Av 2023-0111 SFD O
5/12/2023
1 1 1 0 NONE No
410-41-001 18450 Bicknell
Rd 2023-0041 SFD O
2/22/2023
1 1 1 0 NONE No
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 0
Table A
Cells in grey contain auto-calculation formulas
1 5
Project Identifier Unit Types Proposed Units - Affordability by Household Incomes Density Bo Applica
10 Housing Development Applications Submitted

Table A2
2 3 5 6
Prior APN+ Current APN Street Address Project Name+ Local Jurisdiction Tracking ID
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Tenure
R=Renter
O=Owner
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed Restricted
Above
ModerateIncome
Entitlement
Date Approved # of Units issued
Entitlements
Summary Row: Start Data Entry Below 0 1 0 1 0 1 5 8
409-34-018 17306 Groventor Cr 2023-0035 ADU R 1 2/10/2023 1 410-25-002 15997 Grandview
Av 410-25-002 ADU R 1 2/28/2023 1
410-29-005 18300 Daves Av 2023-0111 SFD O 1 5/12/2023 1 410-41-001 18450 Bicknell Rd 2023-0041 SFD O 1 2/22/2023 1 410-11-042 17671 Bruce Av 2023-0074 SFD O 1 4/4/2023 1
410-18-033 16108 Mays Av 2023-3071 SFD O 1 11/1/2023 1
409-41-013 17795 Vineland Av 2023-3035 SFD O 1 12/18/2023 1 410-11-041 15851 San Benito
Wy 2023-0306 SFD O 0
410-29-015 18172 Daves Av 2023-0250 SFD O 0
410-41-001 18450 Bicknell Rd 2023-0128 SFD O 0
410-06-016 15500 Kavin Ln 2022-0223 ADU R 0
510-50-005 16189 Greenwood
Rd 2021-0270 SFD O 0
510-50-005 16189 Greenwood
Rd 2021-0270 ADU R 0
410-22-005 15941 Viewfield Rd 2021-0234 ADU R 0
409-41-001 15255 Karl Av 2022-0219 ADU R 0
510-21-095 16161 Ridgecrest
Av 2022-0244 SFD O 0
510-21-095 16161 Ridgecrest
Av 2022-0244 ADU R 0
510-12-035 18150 Bancroft Av 2022-0263 ADU R 0
409-35-022 17351 Creekside Ct 2022-0276 SFD O 0
409-35-022 17351 Creekside Ct 2022-0276 ADU R 0
410-36-005 18591 Oak Dr 2021-0153 ADU R 0
410-25-002 15997 Grandview
Av 2023-0044 ADU R 1 2/28/2023 1
410-18-028 17871 Andrews St 2021-0323 SFD O 0
410-18-028 17871 Andrews St 2021-0323 ADU R 0
510-21-032 18471 Via Bonita 2022-0174 SFD O 0
410-05-010 15450 Palos
Verdes Dr 2022-0236 SFD O 0
409-32-022 17399 Zena Av 2022-0193 SFD O 0
410-12-006 17730 Bruce Av 2021-0148 SFD O 0
410-12-006 17730 Bruce Av 2021-0148 ADU R 0
510-50-002 16123 Greenwood
Rd 2021-0199 ADU R 0
410-19-029 15931 Rose Av 2020-7044 ADU R 0
510-13-018 16333 Alexander
Av 2020-7255 ADU R 0
410-02-003 17930 Vineland Av 2020-7153 ADU R 0
409-39-001 15046 Karl Av 2020-7158 ADU R 0
410-05-018 15563 Kavin Ln 2022-0156 ADU R 0
410-02-009 15461 Palos
Verdes Dr 2022-0047 ADU R 0
410-02-005 15485 One Oak Ln 2022-0168 ADU R 0
510-21-069 16363 Ridgecrest
Av 2021-0280 SFD O 0
1 4
Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units Project Identifier Unit Types Affordability by Household Incomes - Completed Entitlement

510-21-069 16363 Ridgecrest
Av 2021-0280 ADU
R
0 510-07-055 15722 Lancaster
Rd 2020-7195 ADU
R
0 410-02-003 17930 Vineland Av 2020-7031 ADU
R0
410-07-032 17611 Blanchard
Dr 2020-7012 ADU
R
00000000000000000000000000000000000000000000000000000000000000000000000

Table A2
Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units 8 9
Current APN Street Address Project Name+
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed Restricted
Above
ModerateIncome
Building Permits
Date Issued
# of Units Issued
Building Permits
0 7 0 3 0 2 11 23
409-34-018 17306 Groventor
Cr 1 7/19/2023 1
410-25-002 15997 Grandview
Av 1 10/24/2023 1
410-29-005 18300 Daves Av 1 10/5/2023 1
410-41-001 18450 Bicknell Rd 1 7/18/2023 1
410-11-042 17671 Bruce Av 1 11/1/2023 1
410-18-033 16108 Mays Av 0
409-41-013 17795 Vineland Av 0
410-11-041 15851 San Benito
Wy 0
410-29-015 18172 Daves Av 0
410-41-001 18450 Bicknell Rd 0
410-06-016 15500 Kavin Ln 1 3/7/2023 1
510-50-005 16189 Greenwood
Rd 1 9/1/2023 1
510-50-005 16189 Greenwood
Rd 1 9/1/2023 1
410-22-005 15941 Viewfield Rd 1 1/27/2023 1
409-41-001 15255 Karl Av 2 2/17/2023 2
510-21-095 16161 Ridgecrest
Av 1 5/16/2023 1
510-21-095 16161 Ridgecrest
Av 1 5/16/2023 1
510-12-035 18150 Bancroft Av 1 5/30/2023 1
409-35-022 17351 Creekside Ct 1 7/17/2023 1
409-35-022 17351 Creekside Ct 1 7/17/2023 1
410-36-005 18591 Oak Dr 1 12/22/2023 1
410-25-002 15997 Grandview
Av 1 10/24/2023 1
410-18-028 17871 Andrews St 1 10/16/2023 1
410-18-028 17871 Andrews St 1 10/16/2023 1
510-21-032 18471 Via Bonita 1 1/24/2023 1
410-05-010 15450 Palos
Verdes Dr 1 4/5/2023 1
409-32-022 17399 Zena Av 1 1/23/2023 1
7 Project Identifier Affordability by Household Incomes - Building Permits

Table A2
Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units 11 12
Current APN Street Address Project Name+
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed Restricted
Above
ModerateIncome
Certificates of
Occupancy or other
forms of readiness
(see instructions)
Date Issued
# of Units
issued
Certificates of
Occupancy or
other forms of
readiness
0 9 0 2 0 1 4 16
409-34-018 17306 Groventor Cr 0
410-25-002 15997 Grandview
Av 0
410-29-005 18300 Daves Av 0
410-41-001 18450 Bicknell Rd 0
410-11-042 17671 Bruce Av 0
410-18-033 16108 Mays Av 0
409-41-013 17795 Vineland Av 0
410-11-041 15851 San Benito
Wy 0
410-29-015 18172 Daves Av 0
410-41-001 18450 Bicknell Rd 0
410-06-016 15500 Kavin Ln 1 6/16/2023 1
510-50-005 16189 Greenwood
Rd 0
510-50-005 16189 Greenwood
Rd 0
410-22-005 15941 Viewfield Rd 0
409-41-001 15255 Karl Av 0
510-21-095 16161 Ridgecrest
Av 0
510-21-095 16161 Ridgecrest
Av 0
510-12-035 18150 Bancroft Av 0
409-35-022 17351 Creekside Ct 0
409-35-022 17351 Creekside Ct 0
410-36-005 18591 Oak Dr 0
410-25-002 15997 Grandview
Av 0
410-18-028 17871 Andrews St 0
410-18-028 17871 Andrews St 0
510-21-032 18471 Via Bonita 0
Affordability by Household Incomes - Certificates of Occupancy 10 Project Identifier

410-05-010 15450 Palos
Verdes Dr
0 409-32-022 17399 Zena Av0
410-12-006 17730 Bruce Av1 9/29/2023
1 410-12-006 17730 Bruce Av1 9/29/2023
1 510-50-002 16123 Greenwood
Rd
1 1/20/20231
410-19-029 15931 Rose Av1 2/13/20231
510-13-018 16333 Alexander
Av
1 3/20/20231
410-02-003 17930 Vineland Av1 8/3/20231
409-39-001 15046 Karl Av1 8/3/20231
410-05-018 15563 Kavin Ln1 1/4/2023
1 410-02-009 15461 Palos
Verdes Dr
1 11/15/20231
410-02-005 15485 One Oak Ln1 7/5/20231
510-21-069 16363 Ridgecrest
Av
1 10/27/20231
510-21-069 16363 Ridgecrest
Av
1 10/27/20231
510-07-055 15722 Lancaster
Rd
1 6/19/20231
410-02-003 17930 Vineland Av1 5/26/20231
410-07-032 17611 Blanchard
Dr
1 4/28/202310000000000000000000000000000000

Table A2
Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units Streamlining Infill
Housing without Financial
Assistance or Deed
Restrictions
Term of Affordability
or Deed Restriction
13 14 15 16 17 18 19 20 21 22 23 24
Current APN Street Address Project Name+
How many of
the units were
Extremely Low
Income?
Please select the
streamlining
provision the
project was

APPROVED
pursuant to. (may
select multiple)
Infill Units?
Y/N+
Assistance Programs
for Each Development
(may select multiple -
see instructions)
Deed Restriction
Type
(may select multiple
- see instructions)
For units affordable without
financial assistance or deed
restrictions, explain how the
locality determined the units
were affordable
(see instructions)
Term of Affordability or
Deed Restriction (years)
(if affordable in perpetuity
enter 1000)+
Number of
Demolished/Destroyed
Units
Demolished or
Destroyed Units
Demolished/De
stroyed Units
Owner or
Renter
Total Density Bonus Applied
to the Project (Percentage
Increase in Total Allowable
Units or Total Maximum
Allowable Residential Gross
Floor Area)
Number of Other
Incentives,
Concessions, Waivers,
or Other Modifications
Given to the Project
(Excluding Parking
Waivers or Parking
Reductions)
List the incentives,
concessions,
waivers, and
modifications
(Excluding Parking
Waivers or Parking
Modifications)
Did the project receive a
reduction or waiver of
parking standards? (Y/N)
3 10
409-34-018 17306 Groventor
Cr 0 NONE N Based on property owner's response to a survey or, when no su 0 410-25-002 15997 Grandview
Av 0 NONE N Based on property owner's response to a survey or, when no su 0 410-29-005 18300 Daves Av 0 NONE N 1 Demolished O
410-41-001 18450 Bicknell Rd 0 NONE N 0
410-11-042 17671 Bruce Av 0 NONE N 1 Demolished O
410-18-033 16108 Mays Av 0 NONE N 0
409-41-013 17795 Vineland Av 0 SB 9 (2021) -
Residential Lot Split N 0
410-11-041 15851 San Benito
Wy 0 NONE N 1 Demolished O
410-29-015 18172 Daves Av 0 NONE N 1 Demolished O
410-41-001 18450 Bicknell Rd 0 NONE N 1 Demolished O
410-06-016 15500 Kavin Ln 0 NONE N Based on property owner's response to a survey or, when no su 0 510-50-005 16189 Greenwood
Rd 0 NONE N 0
510-50-005 16189 Greenwood
Rd 0 NONE N 0
410-22-005 15941 Viewfield Rd 0 NONE N Based on property owner's response to a survey or, when no su 0 409-41-001 15255 Karl Av 0 NONE N Based on property owner's response to a survey or, when no su 0 510-21-095 16161 Ridgecrest
Av 0 NONE N 0
510-21-095 16161 Ridgecrest
Av 0 NONE N Based on property owner's response to a survey or, when no su 0 510-12-035 18150 Bancroft Av 0 NONE N Based on property owner's response to a survey or, when no su 0 409-35-022 17351 Creekside
Ct 0 NONE N 1 Demolished O
409-35-022 17351 Creekside
Ct 0 NONE N Based on property owner's response to a survey or, when no su 0 410-36-005 18591 Oak Dr 1 NONE N Based on property owner's response to a survey or, when no su 0 410-25-002 15997 Grandview
Av 1 NONE N Based on property owner's response to a survey or, when no su 0 410-18-028 17871 Andrews St 0 NONE N 1 Demolished O
410-18-028 17871 Andrews St 1 NONE N Based on property owner's response to a survey or, when no su 0 510-21-032 18471 Via Bonita 0 NONE N 0
410-05-010 15450 Palos
Verdes Dr 0 NONE N 1 Demolished O
409-32-022 17399 Zena Av 0 NONE N 1 Demolished O
410-12-006 17730 Bruce Av 0 NONE N 1 Demolished O
410-12-006 17730 Bruce Av 0 NONE N Based on property owner's response to a survey or, when no su 0 510-50-002 16123 Greenwood
Rd 0 NONE N Based on property owner's response to a survey or, when no su 0 410-19-029 15931 Rose Av 0 NONE N Based on property owner's response to a survey or, when no su 0 510-13-018 16333 Alexander
Av 0 NONE N Based on property owner's response to a survey or, when no su 0 410-02-003 17930 Vineland Av 0 NONE N Based on property owner's response to a survey or, when no su 0 409-39-001 15046 Karl Av 0 NONE N Based on property owner's response to a survey or, when no su 0 410-05-018 15563 Kavin Ln 0 NONE N 0
410-02-009 15461 Palos
Verdes Dr 0 NONE N Based on property owner's response to a survey or, when no su 0 410-02-005 15485 One Oak Ln 0 NONE N 0
510-21-069 16363 Ridgecrest
Av 0 NONE N 0
510-21-069 16363 Ridgecrest
Av 0 NONE N Based on property owner's response to a survey or, when no su 0 510-07-055 15722 Lancaster
Rd 0 NONE N Based on property owner's response to a survey or, when no su 0 410-02-003 17930 Vineland Av 0 NONE N Based on property owner's response to a survey or, when no su 0 410-07-032 17611 Blanchard
Dr 0 NONE N Based on property owner's response to a survey or, when no su 0 Housing with Financial Assistance
and/or Deed Restrictions Project Identifier Demolished/Destroyed Units Density Bonus

Jurisdiction Monte Sereno ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 01/31/2023 - 01/31/2031
1 Projection Period 3 4
RHNA Allocation by
Income Level
Projection Period -
06/30/2022-
01/30/2023
2023 2024 2025 2026 2027 2028 2029 2030 2031 Total Units to Date (all years)
Total Remaining
RHNA by Income
Level
Deed Restricted - - - - - - - - - -
Non-Deed Restricted 3 7 - - - - - - - -
Deed Restricted - - - - - - - - - -
Non-Deed Restricted 1 3 - - - - - - - -
Deed Restricted - - - - - - - - - -
Non-Deed Restricted 5 1 - - - - - - - -
Above Moderate 79 6 9 - - - - - - - - 15 64
193
15 20 - - - - - - - - 35 158
5 6 7
Extremely low-Income
Need 2023 2024 2025 2026 2027 2028 2029 2030 2031 Total Units to Date Total Units
Remaining
27 3 - - - - - - - - 3 24
Please note: The APR form can only display data for one planning period. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected].
25 10
This table is auto-populated once you enter your jurisdiction name and current year data. Past year information comes from previous APRs.
6 Moderate
53 30
31 Please contact HCD if your data is different than the material supplied here 4 2
Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
43 26
Please note: For the last year of the 5th cycle, Table B will only include units that were permitted during the portion of the year that was in the 5th cycle. For the first year of the 6th cycle, Table B will only include units that were permitted since the start of the planning period. Projection Period units are in a separate column.

Total RHNA
Total Units
Income Level
Very Low
Low
Extremely Low-Income Units*
Note: units serving extremely low-income households are included in the very low-income RHNA progress and must be reported as very low-income units in section 7 of Table A2. They must also be reported in the extremely low-income category (section 13) in Table A2 to be counted as progress toward meeting the extremely low-income housing need determined pursuant to Government Code 65583(a)(1). *Extremely low-income houisng need determined pursuant to Government Code 65583(a)(1). Value in Section 5 is default value, assumed to be half of the very low-income RHNA. May be overwritten.

Progress toward extremely low-income housing need, as determined pursuant to Government Code 65583(a)(1).

Jurisdiction Monte Sereno ANNUAL ELEMENT PROGRESS REPORT Reporting Year 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 01/31/2023 - 01/31/2031 Date of Rezone Rezone Type
2 4 5 6 7 9 10 11
APN Street Address Project Name+
Local
Jurisdiction
Tracking ID+
Date of Rezone Very LowIncome Low-Income Moderate-Income Above ModerateIncome Rezone Type Parcel Size
(Acres)
General Plan
Designation Zoning Minimum
Density Allowed
Maximum
Density Allowed
Realistic
Capacity Vacant/Nonvacant Description of Existing
Uses
Note: "+" indicates an optional field
Cells in grey contain auto-calculation formulas
Summary Row: Start Data Entry Below
3 8
Project Identifier RHNA Shortfall by Household Income Category Sites Description 1 Sites Identified or Rezoned to Accommodate Shortfall Housing Need and No Net-Loss Law Table C

Jurisdiction Monte Sereno
Reporting Year 2023 (Jan. 1 - Dec. 31)
1 2 3 4
Name of Program Objective Timeframe in H.E Status of Program Implementation H-1.1
Continue to require Site Development
Permit approval for all new homes and to
require project consistency with the City
Design Guidelines.

Ongoing During the 2021 calendar year the City reviewed 23 Site Development Permits.

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element.

Table D
Program Implementation Status pursuant to GC Section 65583

H-2.1
The City will continue to administer and
improve the Second Unit Program in order
to encourage the construction of additional
Second Units affordable to lower income
households. Specific tasks that the City will
undertake include:
* Continue to survey affordability and use
of Second Units at time of construction as
well as conduct a survey of existing
Second Units at least twice during the
Planning Period to determine affordability
and use of the unit. The first survey and
results of that survey shall be completed
by the end of 2019.
* Revise the approval process for Second
Units so that it is ministerial, rather than
discretionary,
* Review and revise Second Unit Program
to remove constraints to Second Unit
development, such as reducing setback
requirements for Second Units in all R-1
zones and eliminating the existing policy in
the R-1-8 zone that deducts Second Unit
square footage from the allowable
maximum size of the principal dwelling on
lots of less than 12,000 square feet;
* Explore other innovative uses of Second
Units such as providing housing for multigenerational uses (small families, aging in place, etc.) and develop programs as
feasible, and
* Further amend the Second Unit Program
Ongoing
Ongoing
Complete
Complete
Ongoing
Complete
The City continues to administer and improve the Second Unit Program, now referred to as Accessory Dwelling Units (ADUs), and has taken the following actions:
- Continue to survey affordability and use of ADUs;
- Continue to publish incentives for ADUs through the City website and at City Hall front counter (ongoing), and such incentives include waiver of permit fees; - Provide to the residents the Accessory Dwelling Unit Handbook published by the State Department of Housing and Community Development (HCD) -The City recently amended the local zoning code to stay current with state regulations regarding ADU construction.
-The City recently enacted a revised amnesty program to encourage property owners to legalized non-permitted ADUs without code enforcement penalties. -The permitting process for ADUs was streamlined to no longer require a Planning Permit, only a building permit is required.

Additionally, the City has adopted an ordinance to allow an additional residential unit on each single-family lot in accordance with SB 9.

The annual ADU survey has found that 93% of ADUs constructed are used as dwelling units. And 74% are rented at very low or low income levels.

ADU construction contributed significantly to Monte Sereno meeting the RHNA requirements for both the number of new dwelling units and the affordability categories for the 5th Cycle Housing Element.

Additionally, the City recently amended its ADU regulations to comply with new state law coming into effect January 1, 2023 under SB-897 and AB-2221.

H-2.2
The City will explore and implement if
appropriate other options to provide
additional affordable housing opportunities
within its existing housing stock. For
example, shared housing or renting rooms
would be most appropriate for a
community such as Monte Sereno that has
many large housing units capable of
housing more people. Shared Housing
programs match persons needing housing
with homeowners and others who have
space to rent. At a minimum, the City will
contact shared housing agencies and
publicize opportunities to share housing.

Ongoing
The City continues to explore shared housing opportunities and programs. The City continues to coordinate and participate with the Santa Clara County Housing Authority to seek opportunities for affordable housing within Monte Sereno. However, there has been no interest from developers to construct such projects in Monte Sereno.

As ADU construction has been the most successful way Monte Sereno has seen new housing units constructed, focus continues to be placed on further encouraging and incentivizing ADU construction as noted in Program H-2.1 above.

H-2.3
By the end of 2017, the City will evaluate
progress towards meeting its RHNA, in
particular new construction objectives for
extremely low, very low, low and moderate
income households. If the City determines
that fewer than 12 Second Units are
constructed every two years, the City will
evaluate and implement revisions to the
Second Unit program to meet the City's
objectives. As part of this analysis, the City
will consider revising its multi-family zoning
and density standards. If changes are
required that are inconsistent with the
Housing Element, the City will amend the
Housing Element as necessary.

Ongoing
Building permits were issued for 18 new Accessory Dwelling Units in 2022.

The City greatly exceeded the RHNA requirements for the 5th Cycle Housing Element and Accessory Dwelling Units (Second Units) were constructed filling the Very Low RHNA numbers surpassing the City’s objectives
The permitting process for ADUs has been streamlined to no longer require a separate Planning application; ADUs submit for building permit only.

The City successfully constructed 12 or more ADUs were constructed every two years during the 5th Cycle Housing Element and therefore was not required to implement revisions to the ADU program based on this Program. However, the City made many changes to the ADU development standards and permitting process to further incentivize their construction.

H-2.4
The City will work with nearby communities
to explore countywide housing needs and
solutions. On an annual basis, the City
Manager will provide a summary report of
activities in cooperation with other
jurisdictions/agencies to further increase
the supply of affordable housing in the
County of Santa Clara. Also, included in
this report will be a description of the City's
efforts to meet its RHNA goals. This
information will also be included in the
City's annual Housing Element update to
HCD.

Ongoing
The City currently participates with the Housing Trust of Santa Clara County, the Housing Authority of Santa Clara County and the Santa Clara County Office of Affordable Housing. Activities and programs include:
*Mortgage Credit Certification Program for first time homebuyers *2016 Housing Bond to fund housing needs of the community’s poorest and most vulnerable residents
*Information about how to get connected to long-term housing *Information about emergency shelters
*Plan to tackle homelessness
*Rental assistance

H-2.5
The City will revise the Municipal Code
(Section 10.05.045) Public ("P") zoning
district by December 2016 to allow
multifamily residential uses by right on the
First Baptist Church site (17765 Daves
Avenue). Revisions will include
development standards that include those
described in Section 6 of this document
(Site Inventory: "Proposed Guidelines for
Public/Residential Multi Family Zone First
Baptist Church Site)." The City will also
complete any amendments to the General
Plan that may be necessary to allow
multifamily uses in the Public ("P") zoning
district by December 2016. If the
necessary amendments are not adopted
by December 2016 and not successful in
encouraging multi-family development, the
City will provide alternate multi-family
residential opportunities and will amend
the Housing Element as necessary to
correct any inconsistencies.

Further, in conjunction with Program H-4.1,
the City will make specific outreach with
developers of housing affordable to lower
income and special need households,
including incentives such as density
bonuses, fee waivers or other incentives.

The City will also assist with identifying
and/or applying for project funding
from*other sources including but not
2017-2018
Ongoing
17765 Daves Avenue
In May 2016, the City Council approved Resolution 3621 to amend the General Plan designation of 17765 Daves Avenue to Public/Multi-Family Residential, which would have allowed up to 5 dwelling units per acre on the approximately 3.5-acre site.

Multi-family zoning was instead established at an alternative site (18840 Saratoga-Los Gatos Road, see below) as a result of a referendum petition that was filed and certified to require an election on Resolution 3621 or its repeal. As a consequence, the City Council approved Resolution 3706 in August of 2018, which repealed the Public/Multi-Family General Plan Designation for 17665 Daves Avenue. This site is currently zoned for two units an acre.

Instead of this site becoming the destination for new multi-family housing during the 5th Housing Element Cycle, the City welcomed an alternative opportunity to support housing construction.
18840 Saratoga-Los Gatos Road
The City amended its General Plan and Zoning Ordinance to allow multi-family residential uses on the Hacienda site (18840 Saratoga-Los Gatos Road) in June of 2018. This allowed for a new development of 36 housing units.

In June 2018, the City Council adopted a series of resolutions (3692 through 3697) which approved annexation and development, of an approximately 4.5-acre site to construct 36 dwellings at a density of 9 dwelling unit per acre at 18840 Saratoga Los Gatos Road. As part of these actions, the City Council amended the Multi-Family General Plan designation to allow 9 dwelling units per acre instead of the maximum 5 dwelling units per acre that was previously allowed.

The project approved at 18840 Saratoga Los Gatos Road resulted in a higher density than was approved for the 17765 Dave Avenue site. Also, the Saratoga Los Gatos Road site is 4.5 acres compared with the Daves Avenue suite of 3.5 acres, which also resulted in overall more dwelling units constructed.

Staff encouraged the developer of the 18840 Saratoga Los Gatos Road to include affordable units; however the developer was not interested in constructing affordable H-2.6
The City will revise the Municipal Code to
1) allow employee housing that provides
housing for 6 or fewer employees in all
residential zoned areas, 2) include
residential care homes, supportive housing
and transitional housing as a "use by right"
in RM zones and 3) include Municipal
Code Section 10.05 regarding SRO use as
allowable in RM zones
Competed 2016
Modification to allow for residential care homes, supportive housing and transitional housing in all residential zoning districts was completed in November 2016.

Municipal Code Chapter 10.05 now also authorizes rental of single rooms in all residential districts.

H-3.1
The City will continue to pursue code
enforcement on homes that are not
maintained in compliance with City codes
Ongoing
On-going based on staff observations during routine visits and in response to complaints.

The City has recently hired full-time employee who is the Code Enforcement Officer and responds to code compliance complaints/issues.

H-3.2
The City will review and revise on a
biannual basis the Capital Improvement
Program (CIP) to identify public
infrastructure priorities that will maintain
the community's older residential
neighborhoods.

Bi-annually
Annually the Capital Improvement Program (CIP) and priorities are set and approved by the City Council during the budget setting process. The City Council also conducts mid- year budget review to make adjustments as needed to the CIP. Beginning with Fiscal Year 2017-2018, the City embarked on a five-year Pavement Management Program to improve the overall condition of the City's neighborhoods and focused on streets using a Pavement Condition Index (PCI) rating of 63 (fair) to a rating of 70 (good). In Fiscal Year 2019-2020 this goal was revised to meet the Metropolitan Transportation Commission’s goal of for the average PCI on local roads to be a rating of 75. As of December 2021, the City’s PCI rating is 72. 59 of the City’s 87 street segments have been resurfaced since Fiscal Year 2017-2018.

H-3.3
• The City will encourage energy
conservation practices for new and
existing residential dwelling units by
enforcing State and local regulations and
encouraging incentives for energy
conservation "best practices." Suggested
actions include:*continue to offer
streamlining and fee waivers for solar
panel installations,*continue the "Build It
Green" program and checklists,*provide
information regarding rebate programs and
energy audits available through PG&E,
and*provide resource materials regarding
green building and conservation programs.

Ongoing
The City has adopted and enforces the California Green Building Code. The City on an ongoing basis provides resource material on green building and conservation programs though the Planning and Building Departments.

In December of 2022 the City adopted the new Residential Building Code with a local amendment requiring the following for new construction:
• In the project includes a new garage, provide one Level 2 EV-Ready receptacle and associated infrastructure at each enclosed garage parking space, with a maximum of two, and one outside of the garage.
• All indoor appliances, with the exception of cooking appliances, be electric. Outdoor appliances can be electrical or gas-fueled.
• Provide an automatic hot water recirculating system

H-4.1
•The City will support special need
households (including physically and
developmentally disabled) in securing
affordable and appropriate housing. The
City will:
* promote the use of Second Units as an
opportunity to provide affordable housing
for special needs individuals, such as
seniors (and their caregivers) and disabled
family members,
* continue to allow transitional housing,
supportive housing and residential care
facilities, including group homes for six or
less persons, as a use by right in all R-1
neighborhoods,
* annually contact nonprofit housing
sponsors to coordinate and implement a
strategy for developing or making housing
available for lower and moderate income
households, including special needs
households, and
* as specified in Program H-2.6, the City
will amend the Municipal Code to allow
supportive housing, transitional housing
and residential care facilities in the RM
zone
Ongoing
The City continues on an ongoing basis to promote the use of Accessory Dwelling Units (second units) to potential applicants. The City continues to allow transitional housing, supportive housing and residential care facilities in the R-1 zoning districts.

Modification to the Municipal Code to allow transitional housing, supportive housing and residential care facilities in the RM zoning district was completed in July 2016.

The City continues to coordinate and participate with the Santa Clara County Housing Authority to seek opportunities for affordable housing within Monte Sereno. However, there has been no interest from developers to construct such projects in Monte Sereno.

As ADU construction has been the most successful way Monte Sereno has seen new housing units constructed, focus was placed on further encouraging and incentivizing ADU construction as noted in Program H-2.1 above.

H-4.2
Working with other local organizations and
agencies, the City will work to develop a
plan to meet the changing needs of
seniors. As Monte Serena's population
ages, issues such as "aging in place" and
better utilization of existing housing
become paramount. The City can take a
lead role in thoughtfully addressing these
important issues while developing some
potentially innovative housing.

Ongoing
The City of Monte Sereno is partnering with Santa Clara County Department of Aging and Adult Services to become part of the World Health Organization's Global Network of Age-Friendly Cities & Communities.

Construction of ADUs and interest in ADUs has come from many senior members of the community who would like to continue living on their property but can no longer afford or maintain their main house. The construction of ADUs provide an opportunity for senior members of the community to remain in the community and on their property while down-sizing.

Further, the ADU program has allowed other property owners to provide a place for their aging parents to live nearby, but still allowing for some level of independence.

As ADU construction has been the most successful way Monte Sereno has seen new housing units constructed, focus was placed on further encouraging and incentivizing ADU construction as noted in Program H-2.1 above.

H-4.3
The City will review existing procedures
and identify revisions to the City's
procedures in order to expedite the
development review process, especially for
special needs housing and affordable
housing for lower and moderate income
households.

Ongoing
The City implemented a Permit Tracking system for the Building Permit process in July of 2020. The system enables the electronic tracking of the Building Permit process including multi-departmental review and scheduling of inspections. The system streamlines the review of permits and dissemination of comments to the applicants from the various departments' review of the permit.

Additionally, the City added an electronic Planning permit tracking system which tracks the status of all Planning applications, pending reviews, and items scheduled for public hearing. This streamlines the application tracking for staff by providing automated project status and reporting.

H-5.1
The City will continue to implement its
"Reasonable Accommodations"
procedures as contained in the Municipal
Code.

Ongoing
The City continues to implement its Reasonable Accommodation procedure. During the 2022 calendar year the City did not receive any requests for Reasonable Accommodation.

H-5.2
The City will provide written information on
fair housing laws and resources at the
Planning Department counter as well as on
the City's website. Further, the City will
promote the use of Project Sentinel, a
HUD approved housing counseling agency
in Santa Clara County as a resource for
fair housing information and advisory
services. The City will work with other
organizations to-promptly address
complaint of discrimination in the sale, rent
and development of housing in Monte
Sereno.

Ongoing
Written information on Fair Housing is available at the planning front counter and City's website. The City will continue to promote Project Sentinel as a resource for fair housing information and advisory services. The City has received no complaints of discrimination in calendar year 2022.

Jurisdiction Monte Sereno ANNUAL ELEMENT PROGRESS REPORT Reporting Period 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 01/31/2023 - 01/31/2031 Description of Commercial
Development Bonus
Commercial Development Bonus
Date Approved
3 4
APN Street Address Project Name+ Local Jurisdiction
Tracking ID+
Very Low
Income
Low
Income
Moderate
Income
Above Moderate
Income
Description of Commercial
Development Bonus
Commercial Development Bonus
Date Approved
Summary Row: Start Data Entry Below
Units Constructed as Part of Agreement
Commercial Development Bonus Approved pursuant to GC Section 65915.7 Table E
Note: "+" indicates an optional field
Project Identifier
1 2
Cells in grey contain auto-calculation
formulas
(CCR Title 25 §6202)
Annual Progress Report January 2020 Page 57 of 192
Jurisdiction Monte Sereno ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field Reporting Period 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulas Planning Period 6th Cycle 01/31/2023 - 01/31/2031
The description should adequately document how
each unit complies with subsection (c) of Government
Code Section 65583.1+.

For detailed reporting requirements, see the chcklist
here:

Extremely LowIncome+ Very Low-Income+ Low-Income+ TOTAL UNITS+Extremely LowIncome+Very LowIncome+ Low-Income+ TOTAL UNITS+ https://www.hcd.ca.gov/communitydevelopment/docs/adequate-sites-checklist.pdf Rehabilitation Activity
Preservation of Units At-Risk
Acquisition of Units
Mobilehome Park Preservation
Total Units by Income
Table F
Please note this table is optional: The jurisdiction can use this table to report units that have been substantially rehabilitated, converted from non-affordable to affordable by acquisition, and preserved, including mobilehome park preservation, consistent with the standards set forth in Government Code section 65583.1, subdivision (c). Please note, motel, hotel, hostel rooms or other structures that are converted from non-residential to residential units pursuant to Government Code section 65583.1(c)(1)(D) are considered net-new housing units and must be reported in Table A2 and not reported in Table F.

Activity Type
Units that Do Not Count Towards RHNA+
Listed for Informational Purposes Only
Units that Count Towards RHNA +
Note - Because the statutory requirements severely limit what can be counted, please contact HCD at [email protected] and we will unlock the form which enable you to populate these fields.

Units Rehabilitated, Preserved and Acquired for Alternative Adequate Sites pursuant to Government Code section 65583.1(c) Annual Progress Report January 2020 Page 58 of 192
Jurisdiction Monte Sereno ANNUAL ELEMENT PROGRESS REPORT Note: "+" indicates an optional field
Reporting Period 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Cells in grey contain auto-calculation formulasPlanning Period 6th Cycle 01/31/2023 - 01/31/2031 Notes
2 3 6
Prior APN+ Current APN Street Address Project Name+
Local
Jurisdiction
Tracking ID
Unit Category
(2 to 4,5+)
Tenure
R=Renter
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed
Restricted
Low- Income Deed
Restricted
Low- Income
Non Deed
Restricted
Moderate- Income
Deed Restricted
ModerateIncome Non Deed
Restricted
Above
ModerateIncome
Total Moderate Income Units
Converted from Above
Moderate
Date Converted Notes
Summary Row: Start Data Entry Below 0 0 0 0 0 0 0 0
Table F2
Above Moderate Income Units Converted to Moderate Income Pursuant to Government Code section 65400.2 For up to 25 percent of a jurisdiction’s moderate-income regional housing need allocation, the planning agency may include the number of units in an existing multifamily building that were converted to deed-restricted rental housing for moderate-income households by the imposition of affordability covenants and restrictions for the unit. Before adding information to this table, please ensure housing developments meet the requirements described in Government Code 65400.2(b). 5 Project Identifier Unit Types
1 4
Affordability by Household Incomes After Conversion Units credited toward Moderate Income RHNA

Jurisdiction Monte Sereno
Reporting Period 2023 (Jan. 1 - Dec. 31)
Planning Period 6th Cycle 01/31/2023 - 01/31/2031 ANNUAL ELEMENT PROGRESS REPORT Housing Element Implementation
2 3 4
APN Street Address Project Name+
Local Jurisdiction
Tracking ID+
Realistic Capacity
Identified in the
Housing Element
Entity to whom the site
transferred Intended Use for Site
1 Summary Row: Start Data Entry Below
Note: "+" indicates an optional field
Cells in grey contain auto-calculation
formulas
Table G
Locally Owned Lands Included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of Project Identifier
NOTE: This table must only be filled out if the housing element sites inventory contains a site which is or was owned by the reporting jurisdiction, and has been sold, leased, or otherwise disposed of during the reporting year.

Jurisdiction Monte Sereno Note: "+" indicates an optional field Reporting Period 2023
(Jan. 1 - Dec.
31)
Cells in grey contain auto-calculation
formulas
Designation Size Notes
1 2 3 4 5 6 7
APN Street Address/Intersection Existing Use Number of
Units
Surplus
Designation
Parcel Size (in
acres) Notes
NOTE: This table must contain an invenory of ALL
surplus/excess lands the reporting jurisdiction owns
Summary Row: Start Data Entry Below
Parcel Identifier

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Table H
Locally Owned Surplus Sites
For Santa Clara County jurisdictions, please format the APN's as follows:999-99-999

Jurisdiction Monte Sereno ANNUAL ELEMENT PROGRESS REPORT Reporting Period 2023 (Jan. 1 - Dec. 31) Housing Element Implementation Planning Period 6th Cycle 01/31/2023 - 01/31/2031
Project Type Date
2 3
APN Street Address Project Name+ Local Jurisdiction
Tracking ID+
Unit Category
(SH - Student Housing) Date Very Low- Income
Deed Restricted
Very Low- Income
Non Deed
Restricted
Low- Income
Deed Restricted
Low- Income
Non Deed
Restricted
Moderate- Income
Deed Restricted
Moderate- Income
Non Deed
Restricted
Above
ModerateIncome
Summary Row: Start Data Entry Below
Note
Cells in g
Table J
Student housing development for lower income students for which was granted a density bonus pursuant to subparagraph (F) of paragraph (1) of subdivision (b) of Section 65915 Project Identifier Units (Beds/Student Capacity) Approved 1 4
NOTE: STUDENT HOUSING WITH DENSITY BONUS ONLY. This
table only needs to be completed if there were student housing projects WITH a density bonus approved pursuant to
Government Code65915(b)(1)(F)
Annual Progress Report January 2020 Page 62 of 192
Jurisdiction Monte Sereno ANNUAL ELEMENT PROGRESS REPORT Reporting Period 2023 (Jan. 1 - Dec. 31)Planning Period 6th Cycle 01/31/2023 - 01/31/2031 No Does the Jurisdiction have a local tenant preference policy? If the jurisdiction has a local tenant preference policy, provide a link to the jurisdiction's webpage on their internet website containing authorizing local ordinance and supporting materials.

Notes
Table K
Tenent Preference Policy
Local governments are required to inform HCD about any local tenant preference ordinance the local government maintains when the jurisdiction submits their annual progress report on housing approvals and production, per Government Code 7061 (SB 649, 2022, Cortese). Effective January 1, 2023, local governments adopting a tenant preference are required to create a webpage on their internet website containing authorizing local ordinance and supporting materials, no more than 90 days after the ordinance becomes operational.

Jurisdiction Monte Sereno
Reporting Year 2023 (Jan. 1 - Dec. 31)
Total Award Amount Total award amount is auto-populated based on amounts entered in rows 15-26.

Task $ Amount Awarded $ Cumulative Reimbursement Requested Other Funding Notes Develop Goals, Policies, and
Programs $13,414.00 $13,414.00 None
Upadte City's Population and
Housing Data $12,289.00 $12,289.00 None
Site Selection and Strategy
Identification $11,505.00 $11,505.00 None
Public Outreach and Workshops $22,772.00 $22,772.00 None CEQA Analysis $3,250.00 $3,250.00 None
Finalize Documents and Submit to
HCD $1,770.00 $1,770.00 None
Summary of entitlements, building permits, and certificates of occupancy (auto-populated from Table A2) Current Year
Deed Restricted 0Non-Deed Restricted 1Deed Restricted 0Non-Deed Restricted 1Deed Restricted 0Non-Deed Restricted 1 58 Current Year
Deed Restricted 0Non-Deed Restricted 7Deed Restricted 0Non-Deed Restricted 3Deed Restricted 0Non-Deed Restricted 2 1123
Current Year
Deed Restricted 0Non-Deed Restricted 9Deed Restricted 0Non-Deed Restricted 2Deed Restricted 0Non-Deed Restricted 1 4 16
Moderate
Above Moderate
Total Units
Completed Entitlement Issued by Affordability Summary
Income Level
Very Low
Low
Moderate
Above Moderate
Total Units
Building Permits Issued by Affordability Summary
Income Level
Very Low
Low
Total Units
Certificate of Occupancy Issued by Affordability Summary Income Level
Very Low
Low
Moderate
Above Moderate
CompletedCompletedCompleted

ANNUAL ELEMENT PROGRESS REPORT
Local Early Action Planning (LEAP) Reporting
(CCR Title 25 §6202)
Completed
Please update the status of the proposed uses listed in the entity’s application for funding and the corresponding impact on housing within the region or jurisdiction, as applicable, categorized based on the eligible uses specified in Section 50515.02 or 50515.03, as applicable. 65,000.00$
Task Status
CompletedCompleted

Association of Bay Area Governments | Bay Area Metro Center | 375 Beale Street, Suite 700 | San Francisco, CA 94105 | abag.ca.gov Using ADUs to Satisfy RHNA
Technical Memo
Background
Jurisdictions are allowed to use ADUs to help satisfy their RHNA requirements; however, the process is somewhat different than other aspects of the sites inventory. The standard method is to estimate the number of ADUs that will be developed in the planning period, then distribute those estimated units into each of the income categories.

Estimating Production
The estimate should be based on the average number of ADU building permits issued each year, multiplied by eight (because there are eight years in a housing element cycle). Most cities base their determination of annual ADU permits by averaging the building permits approved each year since 2019, when state law made it easier to construct the units.

There is a small amount of flexibility in the calculations. If numbers were low in 2019 but were high in 2020, 2021, and 2022, a jurisdiction could potentially use 2020-2022 as the baseline. This rationale would be bolstered if there was a logical explanation for the change, e.g., the jurisdiction further loosened regulations in 2020.

Projecting a higher number of ADUs than what has been demonstrated through permit approvals in recent years may be possible, but more challenging. A slightly larger number may be warranted if a robust, funded, and clear plan to increase production has been put in place. However, you are strongly encouraged to coordinate with HCD before deviating from the standard methodology.

ADU sites are not listed in the site inventory, rather they are summarized and tallied in their own subsection.

Determining the Income Distribution
ABAG conducted an analysis of ADU affordability and concluded that in most jurisdictions, the following assumptions are generally applicable. Many jurisdictions are choosing to use these numbers in lieu of conducting their own affordability analysis.

Association of Bay Area Governments | Bay Area Metro Center | 375 Beale Street, Suite 700 | San Francisco, CA 94105 | abag.ca.gov Table 1. Percent of ADUs Affordable to Different Income Categories Percent Income Category
30% Very low income
30% Low income
30% Moderate income
10% Above moderate
Please contact your County Collaborative Technical Assistance Provider for more information on affordability. A few key points are summarized below:
• Use building permits issued for the estimate.
• Jurisdictions do not need to list the addresses for potential ADUs. • Make sure the assumptions in your Housing Element match the numbers reported in past year APRs.

Please visit the ABAG Housing Technical Assistance page for more information, including a webinar that covers this topic.

Sample Housing Element Write Up
The following is what a jurisdiction might include in their sites inventory section of the housing element.

Since City amended its ordinance in 2019, the number of ADUs permitted has significantly increased.

City’s ordinance goes beyond state law and allows 1,200 square foot ADUs. Additionally, the City website has an entire section devoted to ADUs with clear information about the standards and approval process. On average, the building department provides comments to completed ADU applications in 10 days.

Since 2019, the City has issued an average of 12.75 ADU permits per year, as listed below.

Year Building Permits
2017 2
2018 1
2019 10
2020 15
2021 10
2022 16 (estimate based on first 6 months)

Association of Bay Area Governments | Bay Area Metro Center | 375 Beale Street, Suite 700 | San Francisco, CA 94105 | abag.ca.gov Based on the annual average of 12.75 ADU permits per year since 2019, the City is projecting 102 ADUs being permitted over the eight year planning period and is using ABAG’s survey data to distribute the projected units by income category:

Income Category Percentages Totals
Very low 30% 30
Low 30% 31
Moderate 30% 31
Above moderate 10% 10
Based on these calculations, the City is able to meet approximately 1/7 of its RHNA through ADUs, and must accommodate another 598 units on the sites detailed in the sites inventory. See table below for a summary:

V Low Low Mod Above Mod Total
RHNA 200 200 100 200 700
Pipeline / Approved Units 0 0 0 0 0
ADUs 30 31 31 10 102
Remaining RHNA 170 169 69 190 598
ADUs and Level of Scrutiny of Other Sites in Housing Elements Cities that are heavily dependent on redevelopment sites (or technically nonvacant sites) face more scrutiny in their lower income sites inventory. ADUs can help some cities avoid this additional scrutiny/analysis. To simplify: if greater than 50 percent of the lower income RHNA can be satisfied by vacant sites, under construction (pipeline) projects, and projected ADUs, cities can avoid the higher standard.

For example: If the lower income RHNA is 100 and there are ten units under construction and sites for ten vacant units, a jurisdiction can avoid the heightened scrutiny if ADU projections are at least 31 units for the housing element period. (Half of 100 is 50. 10 under construction plus 10 vacant plus 31 ADUs is 51, or greater than 50.)

STAFF REPORT
Meeting: City Council - Feb 20 2024
Agenda Heading: CONSENT CALENDAR
Staff Contact: Steve Leonardis,
Department: City Manager
Title: Discussion and Consideration of a City of Monte Sereno Community Grants Deadline, Selection Dates, and Budget Amount
Recommendation(s):

Staff recommends the Monte Sereno City Council choose dates for application deadlines, selection, and a budgeted amount for Community Based Organization Grants or CBO Grants.

Background Information:

In 2020, the City of Monte Sereno City Council adopted a new Community Based Organizations, or CBOs Grants policy. In addition, Monte Sereno City staff created and posted on the Monte Sereno City website, a new CBO application. The intention of adopting policy language and the application was to establish fair guidelines and direction for requesters so Councilmembers could better accommodate the public with grant requests.

Analysis:

Staff recommends a set amount of available funds to aid in the budget process. For instance, in FY 2023-2024, $20,000.00 has been awarded collectively by the City of Monte Sereno for all CBO Grants. Staff recommend $25,000.00 for the 2024-2025 budget which may be increased in the future by majority vote of council during future budget cycles.

In addition, a deadline to complete the application process must be established. For instance, if grants are to be distributed in June upon adoption of the annual budget, the application process should begin March 1, 2024, and conclude May 1, 2024. Applications are submitted online or to the City Clerk. The Council will select CBO grant recipients at the May 21, 2024, City Council meeting.

Fiscal Impact:

If approved, the Council will allocate $25,000.00 in the City's 2024-2025 budget.

Alternatives:

1. Adopt no formal dates or amounts for CBO applications and deadlines

2. Choose alternative dates and limits for CBO applicants

Conclusion:

A fair and equitable grant process application and deadline period will better serve the community and aid the Monte Sereno City Council in making CBO grant decisions. Staff believes choosing the set amount of $25K in grant money will make the process easier to plan for the annual FY 2024-2025 budget.

Public Noticing:

The City of Monte Sereno's council meeting agenda was posted on the bulletin board outside of Monte Sereno City Hall and the agenda with this staff report can be accessed on The City of Monte Serena's website located at www.montesereno.org.

Attachments:

Community Grants Letter
Community Grants Application Sample

Community Grants Policy
The City of Monte Sereno recognizes the value of Community Based Organizations and their contribution to residents of Monte Sereno. Historically, Community Based Organizations (CBOs) have enhanced the quality of life and provided enjoyment for residents. Most CBOs are comprised of volunteers from Monte Sereno and surrounding communities.

Examples of CBO’s include but are not limited to service clubs, art, music, or education programs, senior services, and organizations hosting local public events. The City of Monte Sereno has established guidelines for CBOs which allow a fair and equitable opportunity to seek funding grants from the City of Monte Sereno.

Community Based Organization Grants Evaluation Criteria 1) The organization or entity must be a local entity, serve Monte Sereno Residents, or have a nexus to the Monte Sereno Community.
2) The organization or entity must provide their services or event free to the public. 3) The organization or entity must be a non-profit (Internal Revenue Code Section 501(c)(3) or similar). 4) The organization or entity must comply with all local, state, and federal laws including but not limited to nondiscrimination requirements. 5) The organization or entity must be majority volunteer led. 6) Funding cannot be used for lobbying activities or political advocacy.

Application Process
Applications for fiscal year 2024-2025 must be filed by May 1, 2024. The City Council will consider applications at the City Council meeting May 21, 2024, at 7:00 p.m. at Monte Sereno City Hall.

Insurance Coverage
All CBOs who receive funding grants through the City of Monte Sereno must maintain their own insurance policies for their entities and events. In addition, grantees shall agree to defend, indemnify, and hold harmless the City of Monte Sereno, and its elected and appointed officers, employees, agents, and volunteers, of all liability and claims which could arise from their organizations or events.

Contact Information
Applicants may submit their questions or follow up on the grants process through the City of Monte Sereno Clerk’s Office. Contact information is provided below:

Attn: City Clerk
City of Monte Sereno
18041 Saratoga-Los Gatos Road
Monte Sereno, CA 95030
(408) 354-5284
18041 Saratoga-Los Gatos Road
Monte Sereno, California 95030-4299
Telephone: 408.354.7635
Fax: 408.395.7653
www.cityofmontesereno.org

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Community Grant Application
Entity Name*
I
EntityIEvent Location
J
is event open is event free is this a
to the public? for volunteer-led _Select CV
attendees? event?
~— Select CV —~ Select CV
Grant Request
* 1
Maximum $5,000
Has- your

Contact Name* Title l
Organization Name is this a non—profit ] ’ 7 » 7 V’ l N -' organization? ~~ Select One ~-
V
Organization Address
Phone* l
Building Community
How will your event build a sense of community?
Electronic Signature Agreement*
Applicant hereby agrees, on behalf of itself and its
successors and assigns, to indemnify, defend and hold the City of Monte Sereno, its officers, officia s, agents,
employees, boards, commissions, and volunteers free and harmless from and against any and all c aims, demands,
causes of action, damages, liabilities, cost of expenses (including attorney's fees), arising out of or in any manner relating to the community grant funding provided by the City of Monte Sereno, including without imitation any
claims, damages, losses, or liabilities arising out of
Applicant's events or operations making use of such
community grant funding. Applicant furtner agrees that as a condition of receiving funding from the City of Monte
Sereno, Applicant will obtain general liability insurance, covering Applicant's operations (including completed
operations) and any events organized or hosted by
Applicant, with policy limits in the amount of at least $1 million per claim. The policy or policies shall be endorsed to name the City of Monte Sereno, its officers, officials, employees, agents and volunteers as additional insured
parties. Applicant agrees to provide a certificate of
insurance and endorsement(s) to the policies to the City of

Email address
This field is not part of the
form submission.

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STAFF REPORT
Meeting: City Council - Feb 20 2024
Agenda Heading: PUBLIC HEARINGS
Staff Contact: Diana Perkins, City Planner
Department: City Planner
Title: Application 2024-3009 for a Use Permit for exterior alterations to an existing house on the City’s historical inventory at 16202 Serena Vista Court. (CEQA: Exempt, Guidelines sections 15301)
Recommendation(s):

Staff recommends approval of the Use Permit as conditioned in the draft Resolution.

Background Information:

On December 2, 2014 the City Council approved Resolution 3576 adding the property at 16202 Serena Vista Court to the City’s Historical Inventory as requested by the property owner (Attachment 1). The historical analysis (Attachment 2) that was completed at that time made the following findings which qualified this property to be placed on the historical inventory:
 The structure at 16202 Serena Vista Court is an excellent example of the Craftsman Style.
 Constructed circa 1910, the structure is well in excess of 60 years in age.  The structure represents a high level of architectural craftsmanship.  The structure is a significant early example of residential development within the community.

The City Council also adopted Resolution 3579 on February 3, 2015 to approve a Mills Act Agreement for this same property (Attachment 3). The Mills Act is a state law that allows cities to enter into contracts with the owners of historic structures which provides the owner with a reduction of property taxes in exchange for the continued preservation of the historic property.

Property taxes are recalculated by the Santa Clara County Assessor’s Office using a formula in the Mills Act and Revenue and Taxation Code.

Analysis:

As set forth in 12.01.080 of the City of Monte Sereno Municipal Code, a Use Permit is required for any alteration to a structure listed on the City’s Historic Inventory. As noted above, the property at 16202 Serena Vista Court was added to the City’s Historical Inventory in December 2014.

The current proposal includes the reconstruction and expansion of two dormers, a new exterior terrace attached to the house, and replacement of some windows and doors. The property is located at the corner of Saratoga Los Gatos Road and Serena Vista Court. The property is heavily landscaped along both Saratoga Los Gatos Road and Serena Vista Court so that the house is minimally visible from either street frontage.

The dormers proposed for reconstruction are located at the back and side of the house and are not visible from the front of the house. The purpose of reconstruing the dormers is to improve the usability of existing floor area under the dormers by increasing the ceiling height in the rooms below. No additional floor is proposed. The reconstructed dormers replace existing dormers that were likely prior additions to the house and not part of the original construction.

The proposed exterior terrace has an open beam roof and is not enclosed on the sides. The trellis design is in keeping with the Craftsman style and matches an existing trellis located at the back of the house.

The proposed project also includes the replacement of several windows throughout the home to provide increased energy efficiency. The proposed windows maintain the Craftsman style by providing mullion patterns consistent with this architectural style.

The applicant’s analysis of how these proposed alterations preserve the historical character of the house is included in Attachment 5 to this report.

Recommendation and Required Findings for Use Permit
Per Section 12.01.110 of the City of Monte Sereno Municipal Code, the City Council shall consider the following regarding the issuance of a Use Permit for alteration of an historic structure.

1. The proposed work is consistent with the purposes and objectives of this Chapter (historic preservation);
The property owner has taken many steps to preserve the existing structure including having it added to the City’s Historic Inventory, entering into a Mills Act Agreement, and proposing the current alterations in keeping with the character and style of the Craftsman architecture.

2. The proposed work does not adversely affect the character or integrity of the designated feature;
The location of the proposed dormer and trellis alterations at the rear and side of the house minimizes both structural and visual impacts to the existing historic structure. The windows that will be replaced will have mullions, materials, and colors that match the Craftsman style.

3. The proposed work will not result in a significant environmental impact that cannot be mitigated; or
The proposed alterations are consistent with the Secretary of Interior Standards for the Treatment of Historic Properties. The location of the proposed alterations will minimize the visual impacts to the existing historic structure. The dormer and exterior trellis alterations are located at the rear and side of the house retaining a full view of the front of the home from the private driveway.

4. In the case of construction of a new building, structure or other improvement upon or within a designated feature, the exterior of such improvement will not adversely affect and will be compatible with the external appearance of the existing feature.

The proposed alterations have been designed to be consistent with the original construction and previous additions to the house by maintaining the Craftsman architectural style, materials, and colors.

Given the sensitivity of the proposed alterations with respect to the Craftsman style and the above considerations, staff recommends that the City Council approve the Use Permit and draft Resolution included in Attachment 6.

California Environmental Quality Act:

This project is categorically exempt from CEQA per CEQA Guidelines section 15301 – Existing Facilities. None of the exceptions to the use of a categorical exemption, as identified in CEQA Guidelines section 15300.2, applies to this project:
 The project is not located in a sensitive environment such that the project may impact an officially mapped and designated environmental resource of hazardous or critical concern;
 The cumulative effect of successive projects of the same type in the same place, over time, is not likely to be significant, in light of the permitted zoning;  The project does not have a significant environmental impact due to unusual circumstances, in that the project is not unusual in light of the scope of similar permitted projects within the zoning district;
 The project will not damage scenic resources (i.e. trees, historic buildings, or rock outcroppings) within an officially designated state scenic highway;  The project is not located on a listed hazardous waste site; or  The project will not cause substantial adverse change in the significance of a historical resource.

The proposed alterations to the historic home are consistent with the Secretary of the Interior’s Standards for the Treatment of Historic Properties for rehabilitation as the alterations the materials used are consistent with previous additions and the alterations are designed to avoid any significant visual impacts on existing historic construction.

Public Noticing:

A public notice was mailed on February 9, 2024 to all property owners and residents within 300 feet of the subject property. A hearing notice was posted at three locations within the City and on the subject property on February 9, 2024. An agenda for this meeting was posted on the City’s webpage on February 14, 2024.

Attachments:

1. Resolution 3576 to Add 16202 Serena Vista Court to the City’s Historical Inventory

2. Historical Analysis of 16202 Serena Vista Court

3. Resolution 3579 to approve a Mills Act Agreement for 16202 Serena Vista Court

4. Proposed Plans

5. Applicant's Analysis of Proposed Alterations

6. Draft Resolution

I
I
I
3 I

ATTACHMENT A
Archaeological Resource Manageme i
Robert R. Cartier, Ph.D. :COVED
496 North 5th Street
San Jose, CA 95112
Telephone (408) 295-1373
Fax (408) 286-2040 CICY OF MONTESEUNO
email: [email protected]
Mr. Matt Ettus September 10, 2014
16202 Serena Vista Court
Monte Sereno, CA 95030
Dear Mr. Ettus
As per your request our firm is submitting the enclosed historical evaluation of the residence at 16202 Serena Vista Court in Monte Sereno. Based upon the requirements of the City of Monte Sereno, a methodology was designed which included the following services:
- an evaluation of the structure based on the criteria of the NRHP and CRHR - an evaluation of the structure using the criteria of the City of Monte Sereno Historic Inventory
- a State Historic Resources Evaluation form (DPR 523) for the structure The structure at 16202 Serena Vista Court is not currently listed on the California Register of Historic Resources (CRHR) or the National Register of Historic Places (NRHP). However, it appears to be eligible for listing on the CRHR. The structure is an excellent example of the Craftsman style of architecture, and thus appears eligible for inclusion in the CRHR under Criterion 2.

The structure is not currently listed on the City of Monte Sereno historic inventory, however it appears to be potentially eligible for listing in this inventory, as a prominent example of craftsman style architecture.

Thus the residence at 16202 Serena Vista Court appears to be historically significant for its architectural quality, and eligible for listing at both the local and state level.

Robert Cartier, Ph.D.

RC/dj Principal Investigator

P5a. Photo or drawing (Photo required for buildings, structures, objects.) I
3 State of California - The Resources Agency

DEPARTMENT OF PARKS AND RECREATION

PRIMARY RECORD
Primary #
HRI #
Trinomial
NRHP Status Code
Other Listings
Review Code Reviewer Date
I
I
I
I

P1. Other Identifier:

Resource Name or # 16202 Serena Vista Court
Not for Publication x Unrestricted *a. County Santa Clara and (P2b and P2c or P2d. Attach a Location Map as necessary.) *b. USGS 7.5' Quad: Los Gatos, CA Date: T ; R ; 1/4 of 1/4 of Sec ; BM c. Address: 16202 Serena Vista Court City: Monte Sereno, CA Zip: 95030 d. UTM:
e. Other Locational Data: (e.g., parcel #, directions to resource, elevation, etc., as appropriate) APN: 510-13-032
*P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries.) The structure at 16202 Serena Vista Court is a two story Craftsman style residence in good condition. The home is an excellent example of the Craftsman style, exhibiting major features such as gabled dormers, wide eaves with exposed rafters, decorative beams and braces, tapered square support columns, and multi-paned wooden framed windows. The roof is hipped and surfaced with composition shingles. The exterior walls are surfaced with horizontal wooden siding, painted gray with white trim. The front facade is dominated by a large centrally placed dormer, above a three-quarters length wrap-around porch, which has been partially enclosed to create a dining area.

See Continuation Sheet, Page 4
*P3b. Resource Attributes: HP02, Single Family Res.
*134. Resources Present: x Building Structure Object District _Element of District _Site _Other I
I
P2. Location:

P5b. Description of Photo: (View, date, accession #)
View of the front facade of 16202 Serena Vista
Court
*PS. Date Constructed/Age and Sources
Historic x Prehistoric Both
1910
"P7. Owner and Address:

Matt and Sara Ettus
16202 Serena Vista Court
Monte Sereno, CA 95030
*PS. Recorded by:

Robert Cartier
Archaeological Resource Management
496 North 5th Street
San Jose, CA 95112
*Pt Date Recorded: 9/10/14
*P10. Survey Type: intensive
•1311. Report Citation: (Cite Survey Report and other sources, or enter "none.") None
* Attachments: None x Location Map _Sketch Map x Continuation Sheet x Building, Structure, and Object Record Archaeological Record _District Record Linear Feature Record Milling Station Record _Rock Art Record _Artifact Record Photographic Record _Other (List):

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State of California - The Resources Agency Primary #
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BUILDING, STRUCTURE, AND OBJECT RECORD

*Resource Name or # (Assigned by recorder) 16202 Serena Vista Court B1. Historic Name:

B2. Common Name: 16202 Serena Vista Court
B3. Original Use: Residence
`135. Architectural Style: Craftsman
136. Construction History: (Construction date, alterations, and date of alterations) Based upon visual evaluation and available documentation, the residence at 16202 Serena Vista Court was constructed circa 1910. Since that time some modifications have been made to the structure, including renovations in the mid 1960's, and the addition of two small rear extensions, a detached garage, and interior remodeling in 1991. 137. Moved? x No Yes Unknown Date: Original Location:
*B8. Related Features:

Also present on the property is a detached garage, connected to the residence by a narrow breezeway. This structure was built during the early 1990's and does not contribute to the home's historic significance.

B9a. Architect: unknown b. Builder: unknown
*1310. Significance: Theme Architecture and shelter Area Monte Sereno. CA Period of Significance 1870-1918 Property Type Private Residential Applicable Criteria CR 3 Based upon visual evaluation and available documentation, the residence at 16202 Serena Vista Court was constructed circa 1910. The land on which the residence now stands was originally a portion of the Rancho Rinconada de Los Gatos. By 1909, the subject property made up a portion of a 20.48 acre plot of land designated as a portion of Lot 15 of the Auzerias Survey of Rancho Rincona de Los Gatos, surveyed by N. E. Beckwith and recorded June 16, of that year.

The earliest known owners of the property were Fanny D. and Frank McClintock. On July 7, 1922 the property was granted to Ms. Louise Stock Dore (Book 552of Deeds, Page 544). Ms. Dore would retain ownership of the property until her death. On March 30, 1964 the property was sold by the Estate of Louise Dore to Alvin R. and Betty J.

Woolworth (Book 6498 of Official Records, Page 217). Alvin Woolworth was a contractor and developer, who purchased the property with the intention of subdividing the land for residential development, and renovating the existing residence. In 1965 the property was granted to Horace H. Bertelson and his wife Miriam M. Bertelson. Dr.

Horace Bertelson was born in Iowa and served as a pilot during WWII.

See Continuation Sheet, Page 4
811. Additional Resource Attributes: (List attributes and codes) N/A *E112. References:

See Continuation Sheet, Page 6
B13. Remarks:
*B14. Evaluator: Robert R. Cartier
*Date of Evaluation: 9/10/14
(This space reserved for official comments.)
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B4. Present Use: Residence

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LOCATION MAP
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*Map Name: Los Gatos. CA *Scale: 7.5 Minute *Date of Map: 2012

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*Recorded by Archaeological Resource Management Date 9/10/14 Continuation X Update Continued from P3a:

Windows throughout the structure are wooden framed and multi-paned, in a variety of configurations.

The interior of the structure also features many original Craftsman style elements, including flanking support columns, wooden wainscoting, and built-in cabinetry. Those areas of the home which have been remodeled are largely stylistically compatible with the original Craftsman interior features.

Continued from B10:

Graduating from Stanford Medical School in 1953, he served as a founding member of the medical staff at Good Samaritan Hospital. Dr. Bertelson's medical career spanned almost 40 years, and he retired in 1991, passing away in 2005.

The Bertelson family would retain ownership of the property for over 50 years, until April 22, 2014, when the property passed to the current owners, Matt and Sara Ettus (Assessor's Document #22573751).

California Register of Historic Resources Criteria
A cultural resource is considered "significant" if it qualifies as eligible for listing in the California Register of Historic Resources (CRHR). Properties that are eligible for listing in the CRHR must meet one or more of the following criteria:

1. Association with events that have made a significant contribution to the broad patterns of local or regional history or the cultural heritage of California or the United States;

2. Association with the lives of persons important to local, California, or national history;

3. Embodying the distinctive characteristics of a type, period, region, or method of construction, or representing the work of a master, or possessing high artistic values; or

4. Has yielded, or has the potential to yield, information important to the prehistory or history of the local area, California, or the nation.

A property may be automatically listed in the CRHR if it is formally determined eligible for the National Register of Historic Places. Properties that are formally determined eligible for the NRHP are those that are designated as such through one of the federal preservation programs administered by the California Office of Historic Preservation (I.e., the National Register, Tax Certification, and Section 106 review of federal undertakings).

The CRHR interprets the integrity of a cultural resource based upon its physical authenticity. An historic cultural resource must retain its historic character or appearance and thus be recognizable as an historic resource. Integrity is evaluated by examining the subject's location, design, setting, materials, workmanship, feeling, and association. If the subject has retained these qualities, it may be said to have integrity. It is possible that a cultural resource may not retain sufficient integrity to be listed in the National Register of Historic Places yet still be eligible for listing in the CRHR. If a cultural resource retains the potential to convey significant historical/scientific data, it may be said to retain sufficient integrity for potential listing in the CRHR.

The residence at 16202 Serena Vista Court is not currently listed on the CRHR. However, the structure appears to be potentially eligible for listing, under criterion 3, as an excellent example of the Craftsman architectural style. The structure is not associated with significant historical events or personages, and thus does not appear eligible for listing under criteria 1 or 2. In addition, the structure does not appear to have the potential to yield information important to history, and does not appear to be potentially eligible for listing under criterion 4.

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*Recorded by Archaeological Resource Management Date 9/10/14 Continuation X Update National Register Criteria
The National Register of Historic Places was first established in 1966, with major revisions in 1976. The register is set forth in 36 CFR 60 which establishes the responsibilities of the State Historic Preservation Officers (SHPO), standards for their staffs and review boards, and describes the statewide survey and planning process for historic preservation.

Within this regulation guidelines are set forth concerning the National Register of Historic Places (36 CFR 60.6). In addition, further regulations are found in 36 CFR 63-66, 800, and Bulletin 15 which define procedures for determination of eligibility, identification of historic properties, recovery, reporting, and protection procedures. The National Register of Historic Places was established to recognize resources associated with the accomplishments of all peoples who have contributed to the country's history and heritage. Guidelines were designed for Federal and State agencies in nominating cultural resources to the National Register. These guidelines are based upon integrity and significance of the resource. Integrity applies to specific items such as location, design, setting, materials, workmanship, feeling, and association. Quality of significance in American history, architecture, archaeology, engineering and culture is present in resources that possess integrity of location, design, setting, materials, workmanship, feeling, and association, and meet at least one of the following criteria:
a. that are associated with events that have made a significant contribution to broad patterns of our history; b. that are associated with the lives of persons significant in our past; c. that embody distinctive characteristics of type, period, or method of construction, or that represent the work of master, or that possess high artistic values, or that represent a significant and distinguishable entity whose components may lack individual distinction;
d. that have yielded, or are likely to yield, information important in prehistory or history.

Integrity is defined in Bulletin 15: How to Apply the National Register Criteria for Evaluation (U.S. Department of the Interior, National Park Service 1982) as:
the authenticity of a property's historic identity, evidenced by the survival of physical characteristics that existed during the property's historic or prehistoric period. If a property retains the physical characteristics it possessed in the past then it has the capacity to convey association with historical patterns or persons, architectural or engineering design and technology, or information about a culture or peoples.

There are also seven aspects of integrity which are used. These aspects are:

1. location 5. workmanship

2. design 6. feeling

3. setting 7. association

4. materials
The residence at 16202 Serena Vista Court is not currently listed on the National Register of Historic Places. In addition, the structure does not appear to be potentially eligible for listing in this register. The structure is not closely associated with significant historic events or persons, thus it does not appear to be potentially eligible for listing under criteria a or b. The structure is a significant example of Craftsman architecture, however many modifications have been made to the structure, somewhat diminishing its architectural integrity. Thus it does not appear to qualify as potentially eligible under criterion c. The structure does not appear to be likely to yield information important in prehistory or history, thus it does not appear to qualify as potentially eligible under criterion d.

DPR 523A (1/95) *Required Information

State of California - The Resources Agency

DEPARTMENT OF PARKS AND RECREATION

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Page _§ of 34 *Resourc.e Name or # (Assigned by recorder) *Recorded by Archaeological Resource Management Date 9/10/14 16202 Serena Vista Court
Continuation x Update
City of Monte Sereno Historic Criteria
According to Municipal Code 12.01.050, "Evaluation criteria for inclusion in historical inventory", inclusion in the City of Monte Sereno Historic Inventory is based upon the following criteria:

A. Architecture. To be considered an architecturally significant feature as a basis for inclusion in the historical inventory, the feature shall include any one or more of the following:

1. Be significant as an example of a particular architectural style, type, or convention.

2. Be significant as an example of a particular material used or method of construction.

3. Be constructed at least sixty (60) years ago.

4. Be designed or built by an architect or builder who has made a significant contribution to the community, state, or nation.

5. Have an architectural quality of composition, detailing, and ornament measured in part in originality, quality as urban architecture, craftsmanship and uniqueness.

6. Contributes to or has a setting and/or landscaping which contributes to the continuity or character of a street, neighborhood, or area in which it is situated.

B. History. To be considered a historically significant feature and a community heritage resource as a basis for inclusion in the historical inventory, the feature shall:

1. Be associated with the life or activities of a person, group, organization, association or institution that has made a significant contribution to the City, state or nation.

2. Be associated with an event that has made a significant contribution to the City, state, or nation.

3. Be associated with, and effectively illustrative of broad patterns of cultural, social, political, economic, or industrial history of the development of the City.

The residence at 16202 Serena Vista court is not currently listed on the City of Monte Sereno Historic Inventory.

However, it appears to be eligible for inclusion in this register under the following criteria:

Al: The structure at 16202 Serena Vista Court is an excellent example of the Craftsman Style.

A2: Constructed circa 1910, the structure is well in excess of 60 years in age.

A5: The structure represents a high level of architectural craftsmanship.

B3: The structure is a significant early example of residential development within the community.

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'Recorded by Archaeological Resource Management Date 9/10/14 16202 Serena Vista Court
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Continued from B12:

Assessor's Office, County of Santa Clara
2014 Record search of assessed value and associated taxes for the property at 16202 Serena Vista Court.

Befame, J
1968 Remodeling Retains Beauty of Age" Article in the San Jose Mercury News about the remodeling of the residence at 16202 Serena Vista Court, July 7, 1968.

Daily Nonpareil
2005 Obituary for Dr. Horace Bertelson II. Council Bluffs, Iowa, October 12, 2005.

Hoover, M. et al
1966 Historic Spots in California. Stanford University Press, Stanford California.

McAlester, V. and L. McAlester
1997 A Field Guide to American Houses. Alfred A. Knopf, New York.

Recorder's Office, County of Santa Clara
2014 Record search of recorded information for the property at 16202 Serena Vista Court Thompson & West
1876 Historical Atlas of Santa-Clara County, California. Thompson & West, San Francisco.

US Department of the Interior
1990 The Secretary of the Interior's Standards for Rehabilitation and Guidelines for Rehabilitating Historic Buildings
US Department of the Interior
1982 Bulletin 15 - "How to Apply the National Register Criteria for Evaluation." I
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*Recorded by Archaeological Resource Management Date 9/9/14 Continuation x Update Photo 1: View of the front façade, 16202 Serena Vista Court

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Photo 3: View along the front porch, note support columns. o 4: Detail of the front entry door with flanking windows.

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Page _LI_Q of JA *Resource Name or # (Assigned by recorder) 16202 Serena Vista Court •Recorded by Archaeological Resource Management Date 9/9/14 Continuation x Update I
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Photo 6: Detail of the corner support column.

Photo 5: Detail of support column with d

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Photo 7. View of the eastern side of front façade, showing the porch.

Photo 8: View of the western side of the front façade.

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State of Califomia - The Resources Agency

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3 16202 Serena Vista Court
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Photo 9: View of the central dormer at the top of the front facade.

Photo 10: View along the front portion of the eastern facade. it
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Photo 11: Oblique view of the enclosed portion o
Photo 12: View of dormer above the enclosed porch.

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Photo 13: View of the rear of the enclosed porch.
o 14: Detail of eaves with open, exposed rafters.

Photo 16: View of small eastern addition.

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Photo 18: View of the rear patio area and back door.

Photo 17: View of the central portion of the rear façade.

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Photo 19: View of the western portion of the rear façade.

Photo 20: View of the small western addition.

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Photo 22: Detail of the breezeway between the house and garage.

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Photo 21: Rear view of the new (1991) garage.

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of the western façade, note long dormer, bays.

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Photo 23: View of the front of the new garage.

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Photo 25: View of the long dormer on the western façade.

Photo 26: Detail of a small bay on the western façade.

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Photo 27: Oblique view of the front and western façades.

Photo 28: View of the large palm in the front yard.

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*Recorded by Archaeological Resource Management Date 9/9/14 Continuation x Update Photo 30: View of an open area in the back yard with older fencing.

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Photo 29: View of the curved entry driveway.

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Photo 31: Interior view of entry and living room.
the living room showing wooden detailing.

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Photo 33: View of the fireplace in the living room.

Photo 34: Detail of the ceiling in the living room.

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Photo 35: Detail of wainscoting in the living room.

Photo 36: Detail of wallpaper above the wainscoting.

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Photo 37: View from the living room into the entry.

Photo 38: Detail of built-in seating in the entryway.

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•Recorded by Archaeological Resource Management Date 919/14 16202 Serena Vista Court
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Photo 39: View of the enclosed porch area/solarium dining area.

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Photo 41: View of the front bathroom showing historic fixtures.

Photo 42: Detail of modern built-in cabinets in the bathroom.

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16202 Serena Vista Court
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Photo 43: View of the kitchen, remodeled with Craftsman elements.

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Photo 46: Detail of 1991 bathroom renovation.
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Photo 45; View of the master bedroom.

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16202 Serena Vista Court
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Page It of 34 *Resource Name or # (Assigned by recorder) *Recorded by Archaeological Resource Management Date 9/9/14 DPR 523A (1/95) *Required Information
Photo 47: View back into the entry in the hall.

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16202 Serena Vi to Court
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Photo 49: View of the top of the stairway.

Photo 50: View of the main room upstairs.

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16202 Serena Vista Court
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Photo 51: View in the attic upstairs.

Photo 52: View of another portion of the attic.

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Photo 54: Detail of support column in the basement.

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*Recorded by Archaeological Resource Management Date 9/9/14 Continuation x Update DPR 523A (1/95) *Required Information

CLIENT: SARA & MATT ETTUS 16202 SERENA VISTA COURT MONTE SERENO, CA 95030 (650) 814-8943 [email protected] ARCHITECT: ALEXANDRA SHEETS SAIKLEY SAIKLEY ARCHITECTS 2533 CLEMENT AVE ALAMEDA, CA 94501 (510) 420-1234 PH [email protected] PROJECT SITE PROJECT DIRECTORY PROPJECT SHEET INDEX VICINITY MAP N TRUE
NORTH SCOPE OF WORK: 1. DORMER ADDITIONS AT 2ND FLOOR. NO INCREASE TO FLOOR AREA. 2. ADD NEW PORCH + TRELLIS. 3. REMODEL AT INTERIOR + REPLACE SOME WINDOWS. 4. CONVERT TO ALL-ELECTRIC PROJECT DATA: ASSESSOR'S PARCEL NUMBER (APN): 510-13-032 CONSTRUCTION TYPE: V-B FIRE-SPRINKLER SYSTEM NO OCCUPANCY PER CBC: R-3 LOT SIZE: 28,345 SF ZONING: R-1-20 SINGLE-FAMILY RESIDENTIAL HISTORICAL: YES, SEE A0.4 MILLS ACT: YES, SEE A0.4 TABULATIONS BUILDING: REQUIRED EXISTING PROPOSED SETBACKS FRONT 30'-0" 1ST FLR 83'-4" 83'-4" 40'-0" 2ND FLR REAR 30'-0" 1ST FLR 45'-2" 45'-2" 40'-0" 2ND FLR LEFT 15'-0" 1ST FLR 24'-11" 24'-11" 20'-0" 2ND FLR RIGHT 15'-0" 1ST FLR 40'-8" 40'-8" 20'-0" 2ND FLR FLOOR AREA: (SEE SHEET A0.2 FOR FLOOR AREA DIAGRAMS) GARAGE 703 SF 703 SF NON HABITABLE LOWER LEVEL 0 SF 0 SF 1ST FLOOR 3,623 SF 3,623 SF 2ND FLOOR 1,955 SF 1,955 SF TOTAL: 4,717 SF 6,281 SF 6,281 SF MAXIMUM SIZE OF THE MAIN DWELLING UNIT: TWO STORY: 4,500 SF INCREASE: 28,345 SF - 24,000 SF = 4,345 SF 4,345 SF x .050 = 217 SF TOTAL: 4,717 SF HEIGHT: 30'-0" 27'-012" 27'-012" NUMBER OF STORIES 2 2 2 STRUCTURAL COVERAGE (HOUSE/GARAGE/REAR PORCH)4,326 SF 4,326 SF (NO CHANGE) 18% MAX 15.3% 15.3% (NO CHANGE) IMPERVIOUS COVERAGE (FRONT PORCH/(N) PORCH/DRIVEWAY/WALKWAY/PATIO) 7,059 SF 7,133 SF 28% MAX 24.9% 25.2% MECHANICAL PLUMBING ENGINEER: HENSEL CONSULTING ENGINEER, INC DAVID HENSEL 5857 OWENS AVE. CARLSBAD, CA 92008 (619) 665-3259 [email protected] STRUCTURAL ENGINEER: RAFFERTY ENGINEERS JACK RAFFERTY 2842 JACKSON ST, ALAMEDA, CA 94501 (510) 864-2017 [email protected]: A0.1 COVER SHEET + GENERAL INFORMATION A0.2 IMAGES, EXISTING & PROPOSED & KEY PLAN A1.1 EXISTING + DEMOLITION SITE PLAN A1.2 PROPOSED SITE PLAN A2.1 EXISTING + DEMO LOWER LEVEL FLOOR PLAN A2.2 EXISTING + DEMO 1ST FLOOR PLAN A2.3 EXISTING + DEMO 2ND FLOOR PLAN A2.4 EXISTING + DEMO ROOF PLAN A2.5 EXISTING GARAGE PLAN A2.6 PROPOSED LOWER LEVEL FLOOR PLAN A2.7 PROPOSED 1ST FLOOR PLAN A2.8 PROPOSED 2ND FLOOR PLAN A2.9 PROPOSED ROOF PLAN A4.1 EXISTING EXTERIOR ELEVATIONS A4.2 EXISTING EXTERIOR ELEVATIONS A4.3 PROPOSED EXTERIOR ELEVATIONS A4.4 PROPOSED EXTERIOR ELEVATIONS A5.1 EXISTING BUILDING SECTIONS A5.2 EXISTING BUILDING SECTIONS A5.3 PROPOSED BUILDING SECTIONS A5.4 PROPOSED BUILDING SECTIONS A9.1 EXTERIOR DOOR, WINDOW, & SKYLIGHT SCHEDULE + NOTES SURVEY: SU1 TOPOGRAPHIC SURVEY SU2 TOPOGRAPHIC SURVEY SITE SURVEYOR: LEA & BRAZE ENGINEERING 2495 INDUSTRIAL PARKWAY WEST HAYWARD, CA 94545 (510) 887-4086 ADDITIONS TO ORIGINAL HOUSE ROOF PLAN N EAST (FRONT) NORTH WEST (REAR) SOUTH PREVIOUS ADDITIONS EXISTING AT CURRENT HOUSE, PER PREVIOUS BUILDING PERMITS AND VISUAL INSPECTION. PREVIOUS ADDITIONS TO BE REMOVED PER PROPOSED DESIGN. PROPOSED ADDITIONS PER THIS USE PERMIT SUBMITTAL. PROPOSED GLAZING REPLACEMENT OR NEW SKYLIGHT PER THIS USE PERMIT SUBMITTAL GARAGE-NORTH 2533 CLEMENT AVENUE ALAMEDA, CA 94501 510.420.1234 WWW.SAIKLEYARCHITECTS.COM DATE SCALE DRAWN JOB # SHEET 2125 01-29-2024 AC / MK COPYRIGHT SAIKLEY ARCHITECTS ALL RIGHTS RESERVED 11.30.2023: PERMIT 1ST SUBMITTAL ETTUS RESIDENCE 16202 SERENA VISTA CT. MONTE SERENO, CA, 95030 SHEETDATE: ISSUE ED AR 2 E No. C-23195 A E R N. 9 EC NS LI A S R NA D H ET TS A OF C- XE 0- 3 2 C E IT HS ETS LI FORNIA AIK TC LA LEY PLOT STAMP: 01.26.2024 01.29.2024: USE PERMIT SUBMITTAL A0.1 COVER SHEET + GENERAL INFORMATION N/A

2. Facing north toward south side of house from cul de sac 1. Facing north toward south side of house (in middle of photograh) from cul de sac 3a. East, front of house and edge of south side, existing 3b. East, front of house and edge of south side, proposed 4. East, front facade, existing and unchanged in proposed design 6. East side of garage, a previous addition, unchanged in proposed design 5. North side, existing and unchanged in proposed design; dormer is probably a previous addition 7. West, rear facade, existing; everything visible except upper gabled dormer is previous additions 8a. Rear, west and edge of south side, existing; gable in foreground and dormer are previous additions 8b. Rear, west and edge of south side, proposed 9a. Rear, west, existing; everything except upper 9B. REAR, WEST, PROPOSED gabled dormer is a previous addition 10a. South side, west end; left part of this photograph where the roof drops down is a previous addition 10b. South side, west end, proposed 11a. South upper bedroom, existing 11b. South upper bedroom, proposed 12a. Southwest upper bedroom, existing 12b. Southwest upper family room, proposed KEY PLAN SARATOGA LOS GATOS RD SERENA VISTA CT 1 (CUL-DE-SAC) 2 10 8 97 3 4 6 5 2533 CLEMENT AVENUE ALAMEDA, CA 94501 510.420.1234 WWW.SAIKLEYARCHITECTS.COM DATE SCALE DRAWN JOB # SHEET 2125 01-29-2024 AC / MK COPYRIGHT SAIKLEY ARCHITECTS ALL RIGHTS RESERVED 11.30.2023: PERMIT 1ST SUBMITTAL ETTUS RESIDENCE 16202 SERENA VISTA CT. MONTE SERENO, CA, 95030 SHEETDATE: ISSUE ED AR 2 E No. C-23195 A E R N. 9 EC NS LI A S R NA D H ET TS A OF C- XE 0- 3 2 C E IT HS ETS LI FORNIA AIK TC LA LEY PLOT STAMP: 01.26.2024 01.29.2024: USE PERMIT SUBMITTAL A0.2 IMAGES, EXISTING & PROPOSED & KEY PLAN N/A

1 EXISTING / DEMOLITION SITE PLAN SCALE: 1/8" = 1'-0"
N33°11'33"E 210.90'
SERENA VISTA COURT (40')
16202 SERENA VISTA CT.

MONTE SERENO, CA

TWO-STORY RESIDENCE
GARAGE

CHICKENCOOP

DRIVEWAY

DRIVEWAY

PLANTER

BRICK BORDER

ADJACENT

PROPERTY

WALKWAY
TREE
HOUSE
STONE

RETAINING WALL
N32°52'18"W 17.28'
N56°48'27"E 109.00'
FRONT
PORCH

WALKWAY
REAR
PORCH
S53°03'00"E 140.68'

WALKWAY
N51°20'53"E 104.40'
N

PROJECT
NORTH

TRUE NORTH

WOOD FENCE
SIDE YARD SET BACK 1ST FLOOR = 15'-0"SIDE YARD SET BACK 2ND FLOOR = 20'-0"

REAR YARD SET BACK
1ST FLOOR = 30'-0"

REAR YARD SET BACK
2ND FLOOR = 40'-0"
SIDE YARD SET BACK 1ST FLOOR = 15'-0" SIDE YARD SET BACK 2ND FLOOR = 20'-0" FRONT YARD SET BACK 1ST FLOOR = 30'-0"
FRONT YARD SET BACK 2ND FLOOR = 40'-0"
24'-11"
83'-4"
40'-8"
45'-2"
(E) TO BE REMOVED

REMOVE (E) GAS
METER + LINES

RELOCATE
ELECT. METER
DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A1.1
EXISTING +

DEMOLITION

SITE PLAN

AS NOTED

1. DIMENSIONS SHOWN ON SITE PLANS ARE +/-.

2. INCLUDE ALL DEMOLITION AS REQUIRED FOR
NEW WORK.

3. PROTECT EXISTING ITEMS THAT ARE TO
REMAIN THROUGHOUT HOUSE AND SITE.

4. SHORING AND BRACING AND OTHER MEASURES

AS NEEDED TO PROTECT PEOPLE AND

PROPERTY DURING THE WORK ARE THE
RESPONSIBILITY OF THE CONTRACTOR.

5. CONTRACTOR TO FOLLOW CITY'S
REQUIREMENTS FOR DISPOSAL OF DEBRIS.

6. WHERE POSSIBLE RECYCLE MATERIALS BEING
REMOVED.
1 PROPOSED SITE PLAN SCALE: 1/8" = 1'-0"
N33°11'33"E 210.90'
SERENA VISTA COURT (40')

BRICK BORDER

ADJACENT

PROPERTY
STONE

RETAINING WALL
N56°48'27"E 109.00'
FRONT
PORCH
REAR
PORCH
S53°03'00"E 140.68'
N51°20'53"E 104.40'
N

PROJECT
NORTH

TRUE NORTH
(N) PORCH +

TRELLIS
SIDE YARD SET BACK 1ST FLOOR = 15'-0"SIDE YARD SET BACK 2ND FLOOR = 20'-0"

REAR YARD SET BACK
1ST FLOOR = 30'-0"

REAR YARD SET BACK
2ND FLOOR = 40'-0"
SIDE YARD SET BACK 1ST FLOOR = 15'-0" SIDE YARD SET BACK 2ND FLOOR = 20'-0" FRONT YARD SET BACK 1ST FLOOR = 30'-0"
FRONT YARD SET BACK 2ND FLOOR = 40'-0"
24'-11"
83'-4"
40'-8"
45'-2"

DRIVEWAY

DRIVEWAY

CHICKENCOOP
TREE
HOUSE

WALKWAY

WALKWAY
N32°52'18"W 17.28'

WALKWAY

WOOD FENCE
GARAGE
16202 SERENA VISTA CT.

MONTE SERENO, CA

TWO-STORY RESIDENCE

PLANTER
(N) HEAT

PUMP UNITS
(N) TO BE ADDED
ELECT.

METER
DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A1.2

PROPOSED

SITE PLAN

AS NOTED

1 EXISTING + DEMO LOWER LEVEL FLOOR PLAN SCALE: 1/4"=1'-0" UP
4x8 BM.

CAB

CRAWL SPACE CRAWL SPACE
29'-0 1/2"
18'-2"
54'-5"
11'-2"
54'-8"
11'-5"
55'-7"
10'-8"
27'-3" 28'-0 1/2"
7'-7" 10'-6" 9'-2" 18'-2 1/2"
18'-7" 8'-8" 16'-0"
16'-2" 3'-10" 5'-4" 13'-8" 2'-9"

TRUE NORTH

PROJECT
NORTH
2 A4.2
2 A4.1
1 A4.1
1 A4.2
WH.

F.A.U.

REAR PORCH ABOVE

FRONT PORCH ABOVE
A
A5.1
A
A5.1
B
A5.2
B
A5.2
C
A5.2
C
A5.2

WORKSHOP

WORKSHOP

REMOVE CHIMNEY
(UNUSED)

REPLACE

MECHANICAL

SYSTEMS

CRAWL SPACE
(E) BAY ABOVE
(E) BAY ABOVE (E) BAY ABOVE

RELOCATE
(E) WATER
HEATER
6x6 WD. POST
TYP
6x8 BM.
2x10 FLR. JOISTS
@ 16" O.C.

DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A2.1

AS NOTED

EXISTING
+ DEMO

LOWER LEVEL

FLOOR PLAN

RELOCATE ELECTRIC

METER FOR (N) PORCH
SEE A3.1 FOR (N) LOCATION
1 EXISTING + DEMO 1ST FLOOR PLAN SCALE: 1/4"=1'-0"
29'-0 1/2"
7'-8" 6'-3" 4'-11" 7'-6"
45'-3"
5'-5" 11'-5" 8'-0" 4'-1" 15'-0"
54'-5"
14'-0" 9'-1" 5'-9" 6'-6" 5'-6" 10'-8"
54'-8"
11'-4" 16'-0" 14'-0" 10'-11"
55'-7"
4'-4" 14'-0" 9'-10" 4'-8" 10'-2"
28'-7 1/2"
11'-7 1/2" 16'-1"

TRUE NORTH

PROJECT
NORTH
CL CL
SHOWER
CLO.

FP.

FP.

W D
DW

DN UP DN
DN
DN
SEE A2.5 FOR GARAGE

FLOOR PLAN
2 A4.2
2 A4.1
1 A4.1
1 A4.2
A
A5.1
C
A5.2
C
A5.2
7'-7"
CL
9'-9"
PORCH

REAR PORCH
LIVING
DINING

KITCHEN
FAMILY 1

BREAKFASTNOOK
MASTER BED 1

LAUNDRY
DEN
8'-5"
MASTER BA 1
BA 2
BED 2
9'-5"
FOYER

HALLWAY
9'-9"

SUNROOM
B
A5.2
B
A5.2
REMOVE

CHIMNEY
A
A5.1

REMOVE CEILING

COFFERS,CHANGE TRIM
9'-6"
9'-6"
9'-6"
9'-5"
9'-5"
9'-5"
9'-5"
9'-5"
9'-5"

1. DIMENSIONS SHOWN ON PLAN ARE +/-.

2. REMOVE ALL ITEMS NECESSARY TO COMPLETE

THE WORK, INCLUDING PAVING AND
LANDSCAPING AS REQUIRED.

3. REMOVE EXISTING FINISHES AT AREAS TO
RECEIVE NEW FINISHES.

4. PROTECT WHAT IS INTENDED TO REMAIN FROM
DAMAGE DURING WORK.

5. OWNER RESERVES THE RIGHT TO RETAIN
SALVAGEABLE ITEMS. ANY ITEMS NOT DESIRED

BY THE OWNER SHALL BE REMOVED FROM THE

JOBSITE PROPERTY BY CONTRACTOR AT THE
CONTRACTOR'S EXPENSE. PROMPTLY REMOVE

FROM SITE ALL DEBRIS, RUBBISH AND OTHER
MATERIAL.

6. USE TEMPORARY ENCLOSURES AND OTHER

SUITABLE METHODS TO LIMIT DUST AND DIRT

RISING, AND SPREADING TO OTHER AREAS OF
OWNER'S PROPERTY.

ELEC
DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A2.2

AS NOTED

EXISTING
+ DEMO
1ST FLOOR
PLAN

1 EXISTING + DEMO 2ND FLOOR PLAN SCALE: 1/4"=1'-0"

TRUE NORTH

PROJECT
NORTH
45'-3"
16'-1"
54'-5"
11'-11"
54'-8"
2'-7"
28'-7 1/2"
16'-11 1/2"
2'-7" 6'-8" 11'-0" 18'-0" 3'-10"
2'-6" 18'-2" 6'-4"
8'-3 1/2" 9'-8" 12'-4"
12'-6" 11'-0" 7'-11" 5'-6" 2'-1"
3'-1" 14'-10" 4'-6" 6'-3" 9'-4" 6'-3" 5'-1" 3'-11"
45'-8"
2'-1"
29'-0 1/2"
SHO.

CL
CL
CL

STORAGE

STORAGE

ROOFBAY BELOW

BAYBELOW

BAYBELOW

REAR PORCH
BELOW
2 A4.2
2 A4.1
1 A4.1
1 A4.2
A
A5.1
A
A5.1
C
A5.2
C
A5.2
DN

STORAGE STORAGE

STORAGE
TYP U.O.N.

OFFICE
HALL
BED 5
BED 4
SLOPE
FAMILY 2
8'-1"
BED 3 BA 3
CL
B
A5.2
B
A5.2
REMOVE

CHIMNEY
7'-11"
@FLAT CEILING
2'-10"
8'-2"
3'-0"
8'-2"
8'-6"6'-9" 6'-8"
7'-5"
CLG
SLOPES
DOWN
CLG
SLOPES
DOWN
1'-5"
6'-11"
8'-1"

FLAT CLG

CLGSLOPES
DOWN
NOOK
8'-2"
DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A2.3

AS NOTED

EXISTING
+ DEMO
2ND FLOOR
PLAN

1 EXISTING + DEMO ROOF PLAN SCALE: 1/4"=1'-0"

TRUE NORTH

PROJECT
NORTH
A
A5.1
A
A5.1

1.75 :12

TRELLIS

SKYLIGHT
2 A4.2
2 A4.1
1 A4.1
1 A4.2
C
A5.2
C
A5.2
SLOPE 6:12
U.O.N.

REMAIN

CHIMNEY
B
A5.2
B
A5.2

CHIMNEY

1.75 :12
REMOVE

CHIMNEY
DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A2.4

AS NOTED

EXISTING
+ DEMO

ROOF PLAN

1 EXISTING GARAGE FLOOR PLAN SCALE: 1/4"=1'-0"
6'-6"
8'-11" 10'-6" 9'-1"
4'-3" 12'-11" 4'-6"
22'-8"
2'-8" 11'-0" 9'-7"
30'-6"
5'-2" 2'-8" 14'-10"
CAR-1
G100
CLG. 8'-8"
CAR-2
G101
CLG. 8'-8"
CAR-3
G103
CLG. 8'-8"
C
A5.2
C
A5.2

TRUE NORTH

PROJECT
NORTH
1 A4.1
1 A4.1
2 A4.1
2 A4.1
4 A4.2
4 A4.2
2 EXISTING GARAGE ROOF PLAN SCALE: 1/4"=1'-0"
3:12
3:12
3:12

SKYLIGHT
C
A5.2
C
A5.2
DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A2.5

AS NOTED

EXISTING
GARAGE
PLAN

1 PROPOSED LOWER LEVEL FLOOR PLAN SCALE: 1/8"=1'-0"

UTILITY RM

TRUE NORTH

PROJECT
NORTH

REAR PORCH ABOVE

PORCH STAIR
ABOVE

NEW PORCH ABOVE
(E) BAY ABOVE
A
A5.3
A
A5.3
C
A5.4
C
A5.4
B
A5.3
B
A5.3
D
A5.4
D
A5.4
(E) BAY ABOVE (E) BAY ABOVE
x SEE SHEET A0.2 FOR FLOOR AREA DIAGRAMS
UP
4x8 BM.
2x10 FLR. JOISTS
@ 16" O.C.
(E) 6x6 WD.

POST
CAB
4x8 BM.
(E) 6x8 BM.

CRAWL SPACE CRAWL SPACE

REAR PORCH ABOVE
FRONT PORCH +

SUNROOM ABOVE

WORKSHOP

WORKSHOP

CRAWL SPACE
ALIGN F.O. BRICK AT
NEW PORCH WITH F.O.

BRICK AT (E) SUNROOM
ALIGN F.O. BRICK AT

NEW PORCH STAIR WITH
F.O. BRICK AT (E)

SUNROOM COLUMN
BASE
±1'-9"

MATCH (E)
AT SUNROOM S.S.D. FOR STRUCTURE AT NEW PORCH CENTER NEW TRELLIS POST ABOVE W/(E) SUNROOM COLUMN BASE CRAWLSPACE AREA: 228 SF

VENTS REQ'D
(N) SINK AT

WORKSHOP
NOTES:
xALL BASEMENT AND CRAWLSPACE

VENTS TO BE FIRE RATED
xR-19 BATT INSULATION @ LOWER

LEVEL CEILING

PROVIDE CRAWL SPACE ACCESS

TO NEW PORCH THROUGH (E)
BASEMENT WINDOW 16"x24" MIN.
(N) POST,
S.S.D.
(N) POST,
S.S.D.
(N) POST,
S.S.D.

DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A2.6

AS NOTED

PROPOSED

LOWER LEVEL

FLOOR PLAN

CABINETS

ABOVE OR OPEN
HOOD
(N) HEADER
NEW

COFFEREDCEILING

NEW CEILING

COFFERSCHANGE TRIM
1 PROPOSED 1ST FLOOR PLAN SCALE: 1/8"=1'-0"
21'-6"

TRUE NORTH

PROJECT
NORTH
CL CL
SHOWER
CL

FIRE PLACE
FP.
(E)
DN DN
DN
CL
DW
REFR
48"W
4'-10" +/-
WINE
TALL
CAB
4'-2"
(N) PORCH,

TRELLIS OVER
DN
10'-11"

REAR PORCH
4'-8" 13'-6"+/- 4'-0"
LIVING
102
9'-5"
9'-9"
PORCH
HALL 1
101
DINING
103

BREAKFAST
NOOK
106
MASTER BED 1
107
MASTER BA 1
108
8'-5"
BED 2
109
BED 3
110

LAUNDRY
112
(N) STAIRS
COULD BE 30" OR 24" 5'-0" WIDE

POCKETDOORS
(E) (E)
SINK
FAMILY 1 / KITCHEN
104
9'-5"
UP
A
A5.3
A
A5.3
C
A5.4
C
A5.4
B
A5.3
B
A5.3
D
A5.4
D
A5.4
NEW

COFFEREDCEILING
42"x96"
TABLE
24"x60"
GRILL
2'-3"
5 21 4 3
TUB
BA 2
111
TUB
SHWR
x SEE SHEET A0.2 FOR FLOOR AREA DIAGRAMS
SEE A2.5 FOR GARAGE

FLOOR PLAN
18'-8"
3'-6" 2'-0"
113.13

SUNROOM
113
9'-9"
113.12
113.11 113.10 113.9 113.8 113.7 113.6 113.5 113.4
113.3113.2113.1
104.4 104.3 104.2
106.2 106.1
106.3106.4106.5106.6
106.7 106.8
HALL 2
114
104.1
5'-0"
5'-0" CL
4'-0" CL
8'-6"

PATCHFLOOR

MATCH (E)
(E)(E)(E)
(E)
(E) (E)
(E)
(E)
(E)
(E)
(E)
CL
110.1
110.2
111.1
3'-6"

1. DIMENSIONS SHOWN ON DRAWINGS ARE +/-.

CONTRACTOR TO V.I.F.

2. DIMENSIONS ARE TO F.O. STUD U.O.N.

3. CABINET DIMENSIONS ARE TO FACE OF
CABINET.

4. ATTIC ACCESS DOOR MIN 24” X 30”.

5. 12" TYPE 'X' GYP BD ON UNDERSIDE OF STAIRS

AND WALLS UNDER STAIRS

6. INSULATION:

A. INSULATE PER ENERGY COMPLIANCE
FORMS. SEE BUILDING SECTIONS FOR
ASSEMBLIES.

7. WALL NICHES + ACCESSORIES:

A. BEFORE FRAMING, COORDINATE WITH

OWNER FOR SHOWER AND OTHER WALL

NICHES, MEDICINE CABINETS, BLOCKING

FOR ATTACHED ACCESSORIES, HEIGHTS,
AND ELECTRICAL REQUIREMENTS.

8. CLOSETS:

A. INSTALL RODS AND SHELVES.

CONTRACTOR AND CLIENT TOCOORDINATE SHELVING HEIGHT.

B. WALK-IN CLOSETS - COORDINATE CLOSET
SYSTEM W/ CLIENT.

9. BATHS:

A. CONTRACTOR TO COORDINATE WITH

CLIENT ON STYLE/FINISH OF CASEWORK,
TILE, AND FIXTURES.

B. CLEARANCE IN FRONT OF TOILET SHALL
BE 24”D X 30”W.

C. BATHROOM ELECTRICAL MUST COMPLY
WITH 410.10(D) CA ELECTRICAL CODE: NO
LIGHTS OR FANS PROTRUDING < 8' A.F.F.

WITHIN 3' OF SHOWER.

D. SHOWERS:
x INTERIOR CLEARANCE SHALL BE 30” MIN. Ø
CLEAR RADIUS.
x INTERIOR AREA SHALL BE 1024 IN² MIN.x DOOR SHALL BE 22"W MIN.x FLOORS + WALLS ABOVE WITH INSTALLED

SHOWER HEADS SHALL BE FINISHED

WITH NONABSORBENT SURFACE WITH
HEIGHT NOT LESS THAN 6 FT AFF.
x WOOD WALL BASE AND TILE FLOOR U.O.N.

11. ATTIC:

A. NEW PLYWOOD FLOOR, DESIGN-BUILD,
COORD. W/ OWNER.
14'-0" (3) EQUAL 4'-0"
11'-5 1/2"
19'-9" (N) STAIR
V.I.F. MIN. 80" CLEAR AT (E) HEAD HEIGHT
S.S.D. FORSTRUCTURE AT
NEW PORCH +

TRELLIS
3'-0"
(2'-6" MIN.)2'-5" (2'-0" MIN.) (2'-0" MIN.) 3'-0"
4'-6"
DINING +KITCHEN
ISLAND +
DOORS
BROOMS
(E) (E)

REFURBISH
(E) DOORS
@ ISLAND
42"W

COOKTOP
TRASH
(N)
WASHER
(N)
DRYER
(N)
SINK

FLOOR ABOVE
10"
104.5104.6104.7
4'-0"
4'-0" 104.8
ADD 3"
(N) POST,
S.S.D.

DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A2.7

AS NOTED

PROPOSED
1ST FLOOR
PLAN

PATCH
FLOOR

MATCH (E)
OR
MAT
1 PROPOSED 2ND FLOOR PLAN SCALE: 1/8"=1'-0"

TRUE NORTH

PROJECT
NORTH
CLOSET
CLOSET
ATTIC
ROOF

REAR PORCH
BELOW
A
A5.3
A
A5.3
C
A5.4
C
A5.4
DN

OPEN TO BELOW
CLOSET
ATTIC
CLOSET

ATTIC ATTIC
5'-0" HIGH
WALLS
5'-0" HIGH
WALL
8'-0" HIGH

SIDE WALLS
6'-6" HIGH

SIDE WALL
CAB
8'-0" HIGH
WALL
8'-0" HIGH

SIDE WALLS
5'-0" HIGH
WALLS
6'-6" HIGH

SIDE WALL
CAB
11'-5"± HIGH @
PEAK
(3) SKYLIGHTS
CAB
TUB
DORMER WITH (3)

WINDOWS ABOVE (N)
HALL 3
201
8'-1"
FAMILY 2
202
(N) VAULTED
BED 4
203
(E) VAULTED
BED 5
204
(N) VAULTED
BED 6
205
(N) VAULTED
BA 3
206
(E) VAULTED

EXTERIOR

WALL BELOW

ROOF BELOW
CAB
HIGH

WINDOWS
16'-0"
B
A5.3
B
A5.3
D
A5.4
D
A5.4
WINDOW
SEAT

PLANE CHANGE IN

VAULTED CEILING
ABOVE

WINDOW SEAT

HALF WALL
TV
x SEE SHEET A0.2 FOR FLOOR AREA DIAGRAMS
17 16 15 14 13 12 11 10 9 8 7 6 5
16'-0" 5'-9 1/2" +/-
2'-6"
8'-6" +/-
14'-0" +/- 14'-3" +/-
7'-5" +/-
6'-8" +/-
8'-11"
205.1
205.4 205.3
204.1204.2204.3
206.1
202.3 202.2 202.1
202.8202.7
(E) (E) (E)
(E)(E)(E)(E)(E)(E)
CL
(2) SKYLIGHTS
(1) SKYLIGHT
HALL 4
207
(N) VAULTED
202.9
COLLAR

TIES, SSD
1'-5"
3'-0 1/2"
4 202.6 202.5 202.4

ATTICACCESS,
22"x30" MIN
NOTE:

WINDOWS AT BED 4 INSTALLED PER
1990 BUILDING PERMIT
2'-11"
(2'-6" MIN.)
3'-0"
5'-0"
205.6
17'-0" 3'-2" 205.5 205.2
5'-0" HIGH
WALLS
9'-11" +/-
8'-7" +/-
2'-5"
2'-9"
(N) TRELLIS OVER
(N) PORCH
DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A2.8

AS NOTED

PROPOSED
2ND FLOOR
PLAN

1 PROPOSED ROOF PLAN SCALE: 1/8"=1'-0"

TRUE NORTH

PROJECT
NORTH

1.75 :12
(E)

SKYLIGHT
1ST FLOOR
2ND FLOOR

REAR PORCH
BELOW
(N) GABLED

DORMERS
6:126:12
6:12 6:12
3:12
A
A5.3
A
A5.3
C
A5.4
C
A5.4
B
A5.3
B
A5.3
D
A5.4
D
A5.4
306.1
301.1 301.2 301.3

PATCH ROOFMATCH (E)
302.1302.2
(N) (2)

SKYLIGHTS
(N) (1)

SKYLIGHT
(N) TRELLIS OVER
(N) PORCH
TYP
U.O.N.
(N) SHED
DORMER
6:12
(N) CRICKET
(N) CRICKET AT

SIDE WALL
(N) (3)

SKYLIGHTS
ROOFING NOTES:

1. NEW COMPOSITE SHINGLE ROOFING, TYPICAL

2. ALTERNATE: NEW STANDING SEAM METAL ROOFING

3. ALTERNATE: ROOFING CONTRACTOR TO ASSESS CONDITION OF EXISTING SHEATHING AND REPLACE AS AN ALTERNATE.

4. NEW GUTTERS WITH SCREENS + DOWNSPOUTS AT HOUSE, MATCH EXISTING GUTTER PROFILE; TIE NEW DOWNSPOUTS INTO EXISTING SUBSURFACE DRAINAGE PIPES.
5 NEW GUTTERS WITH SCREENS + DOWNSPOUTS AT GARAGE, MATCH EXISTING GUTTER PROFILE; EXTEND EXISTING SUBSURFACE DRAINAGEPIPING TO GARAGE AND TIE NEW DOWNSPOUTS INTO SUBSURFACEDRAINAGE PIPING.

SOLAR PANELS, TYP.

UNDER SEPARATE
PERMIT
6:12 6:12
DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A2.9

AS NOTED

PROPOSED

ROOF PLAN

1 EXISTING ELEVATION - EAST (FRONT) SCALE: 1/4"=1'-0"
3'-2"
10'-8"
9'-5" 1'-4"
8'-1"
GRADE
standardtemplates.com
-3'-2"
standardtemplates.com

RIDGE (GARAGE)
+10'-4"
2ND FLR FIN FLR
standardtemplates.com
+10'-8"
2ND FLR FIN CLG
standardtemplates.com
+18'-9"
RIDGE
standardtemplates.com
+23'-4"±
MAIN HOUSE T.O.P.
standardtemplates.com
+12'-0"
standardtemplates.com
T.O.P. (GARAGE)
+6'-11 1/2"
8'-9"

SECTIONAL

GARAGE DOOR,
TYP. TO 3

WOOD SHINGLES
SIDINGS, TYP.

HOR. VENT
SLATS

WOOD PLANT
BOX
2x WOOD
RAFTER, TYP.
2x WOOD
FASCIA, TYP.

LINE OF FLR.

JOISTS
BRICK
F.P. CHIMNEY

BRICK WALL
EXPOSED. 4x6

WOOD RAFTER,
TYP.

WOOD
POSTS, TYP.

BRICK STEPS

WOOD ROOF
SHAKES, TYP.

EXPOSED RIDGE
BEAM

MAIN ENTRY DOOR

WITH SIDELITES
WOOD

SHINGLES

BRICK WALLBASE
BRICK

POST BASE

HALLWAY
1'-4 1/2"
GRADE LINE @GARAGE/DRIVEWAY
(-1'-9 1/2")
GRADE @ GARAGE
standardtemplates.com
-1'-9 1/2"
1'-3" 11'-4"
1ST FLR F.F.
standardtemplates.com
+0'-0"

ROOF RIDGE PER

ARCHITECT'S SITE

MEASUREMENTS
2 EXISTING ELEVATION - NORTH SCALE: 1/4"=1'-0"
3'-2"
10'-8"
9'-5" 2'-7"
8'-1"

WOOD ROOF
SHAKES, TYP.

ROOF OVER

BAY WINDOW

BRICK STEPS
4x6 WOOD
RAFTERS, TYP.

CASEMENT
WINDOW, TYP.

BRICK
F.P. CHIMNEY WOOD ROOF

SHAKES OVER
BEDRM.-2
standardtemplates.com

TOP OF PLATES (GARAGE)
+6'-711 1/2"
8'-9"

CASEMENT
WINDOW
WOOD

ROOF SHAKES
9'-5 1/2"

WOOD SHINGLES
SIDINGS, TYP.

EXPOSED WOOD
RAFTER, TYP.

WOOD SHINGLES
SIDINGS, TYP.
standardtemplates.com
RIDGE
+23'-4"±
standardtemplates.com
2ND FLR FIN CLG
+18'-9"
standardtemplates.com

TOP OF PLATE
+12'-0"
standardtemplates.com
2ND FLR FIN FLR
+10'-8"
standardtemplates.com
1ST FLR FIN CLG
+9'-5"
standardtemplates.com
1ST FLR F.F.
+0'-0"
standardtemplates.com
GRADE
-3'-2"
standardtemplates.com

TOP OF RIDGE (GARAGE)
+10'-4"
standardtemplates.com

TOP OF RIDGE (FRONT)
+9'-5 1/2"
1ST FLR F.F.
standardtemplates.com
+0'-0"
GRADE @ GARAGE / DRIVEWAY
standardtemplates.com
-1'-9 1/2"
GRADE
standardtemplates.com 2a -3'-2" EXISTING ELEVATION (GARAGE) - NORTH SCALE: 1/4"=1'-0" DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A4.1

EXISTING

EXTERIOR

ELEVATIONS

AS NOTED

1 EXISTING ELEVATION - WEST SCALE: 1/4"=1'-0"
GRADE
standardtemplates.com
-3'-2"
1ST FLR FIN CLG
standardtemplates.com
+9'-5"
1ST FLR FIN FLR
standardtemplates.com
0'-0"
2ND FLR FIN FLR
standardtemplates.com
+10'-8"
2ND FLR FIN CLG
standardtemplates.com
+18'-9"
RIDGE
standardtemplates.com
+23'-4"±

TOP OF PLATES
standardtemplates.com
+12'-0"

CONCRETESTEPS
8'-9"
12'-1 1/2"
3'-8 1/2" 1'-4"
8'-1"
WOOD

SHINGLES

BRICK WALLBASE
1'-4 1/2"
GRADE LINE @GARAGE/DRIVEWAY(-1'-9 1/2")
4'-7"
standardtemplates.com

TOP (GARAGE)
+6'-11 1/2"
standardtemplates.com
GRADE @ GARAGE
-1'-9 1/2"
standardtemplates.com
GRADE
-3'-2"
standardtemplates.com

RIDGE (GARAGE)
+10'-4"
2 EXISTING ELEVATION - SOUTH SCALE: 1/4"=1'-0"
GRADE
standardtemplates.com
-3'-2"
2ND FLR FIN FLR
standardtemplates.com
+10'-8"
2ND FLR FIN CLG
standardtemplates.com
+18'-9"
RIDGE
standardtemplates.com
+23'-4"±

TOP OF PLATES
standardtemplates.com
+12'-0"
26'-6" (+/-)
3'-2"
10'-8"
9'-5" 2'-7"
8'-1"

ROOF OVER

BAY WINDOW
F.P. CHIMNEY

BRICK POST
AND WALL, TYP.

WOOD GUARDRAIL,
TYP.

PORCH
1ST FLR F.F.
standardtemplates.com
+0'-0"
1ST FLR FIN CLG
standardtemplates.com
+9'-5"

RELOCATEELECTRIC METER

FOR (N) PORCH
DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED
AR
2 E
No. C-23195
A
E R
N. 9
EC
NS
LI
A
S
R
NA
D H

ET TS A
OF
C
-
XE
0- 32
C
E IT H
S
ETS

LI FORNIA
AIK
TC
LA
LEY
PLOT STAMP: 01.26.2024
A4.2

EXISTING

EXTERIOR

ELEVATIONS

AS NOTED

1. ROOF GUTTERS SHALL HAVE GUTTER GUARDS
BY LEAFFILTER OR APPROVED EQUAL U.O.N.

2. DOWNSPOUTS SHALL BE TIED TO TIGHTLINE
SUBSURFACE DRAINAGE SYSTEM, U.O.N.

3. PENETRATIONS BOTH SHOWN + ANTICIPATED,

TO BE CONFIRMED BY CONTRACTOR WITH
ARCHITECT + PER CODE PRIOR TO
INSTALLATION.

4. SEE A3.1 FOR LOCATIONS OF ELECTRICAL
RECEPTACLES, AND HOSE BIBBS.

5. SEE A3.2 FOR LOCATIONS OF EXTERIOR LIGHT
FIXTURES.

6. EXPOSED RAFTER TAILS AT STICK FRAMED
ROOFS, S.S.D.
1 PROPOSED ELEVATION - EAST (FRONT) SCALE: 1/4"=1'-0"

HALLWAY
27'-0 1/2" ±
(E) BUILDING HEIGHT standardtemplates.com 1ST FLR FIN CLG +496'-5" standardtemplates.com
RIDGE
+510'-4"±
standardtemplates.com
2ND FLR
+497'-8"
standardtemplates.com
1ST FLR
+487'-0"
standardtemplates.com
GRADE
+482'-6"
GRADE
standardtemplates.com
AVG. NATURAL GRADE +484'-1"

ROOF RIDGE PER

ARCHITECT'S SITE

MEASUREMENTS
12 6 TYP
U.O.N.
12 1.75
A
A5.3
B
A5.3
(N) COMP SHINGLE

ROOFING, TYPICAL
ALTERNATE: STANDING

SEAM METAL ROOFING

ATTIC VENTILATION
CRC R806.2: THE MINIMUM NET FREE VENTILATING
AREA SHALL BE 1150 OF THE AREA OF THE VENTED
SPACE:
2ND FL ATTIC: 385.00 SF
REQD NET FREE AREA:
385.00 x 1150 = 2.57 SF
= 370.08 IN²
VENTING:

ROOF VENTS:
(# IN²/102 IN²/VENT) 4 VENTS = 408 IN²
TOTAL VENTING PROVIDED = 408 IN²
VENTILATION NOTES:

1. ROOF VENTS ARE C&J METAL PRODUCTS
AL10028, 102 NET SQ/VENT, CJMETALS.COM
800-500-8660 OR EQ.

2. VERIFY EXISTING VENTILATION AND PROVIDE
ADDITIONAL VENTILATION AS REQD. USE METAL
LOW PROFILES VENTS WHERE NEEDED.

3. DISTRIBUTE VENTS OPPOSING SIDES WHERE
POSSIBLE, BUT AVOID ATTIC VENTS ABOVE MBR,M BA, MBR CL AREA FOR ACOUSTICALPURPOSES.

CRAWLSPACE VENTILATIONCRC R408.1: THE MINIMUM NET AREA OF VENTILATION OPENINGS SHALL NOT BE LESS THAN 1
SQ FT FOR EACH 150 SQ FT OF UNDER-FLOOR SPACE
AREA UNLESS THE GROUND SPACE IS COVERED BYA CLASS 1 VAPOR RETARDER MATERIAL. WHERE A CLASS 1 VAPOR RETARDER MATERIAL IS USED, THE

MINIMUM NET AREA OF VENTILATION OPENINGS
SHALL NOT BE LESS THAN 1 SQ FT FOR EACH 1,500SQ FT OF UNDER-FLOOR SPACE AREA. ONE SUCH VENTILATION OPENING SHALL BE WITHIN 3 FEET OF
EACH CORNER OF THE BUILDING.

NEW PORCH CRAWL SPACE WITHRAT SLAB: 245.00 SF REQD NET FREE AREA:
245.00 / 1,500 = 0.163 SF
= 23.5 IN²

CRAWL SPACE VENTS
(# IN²/52 IN²/VENT) 2 VENTS = 104 IN²
2 PROPOSED ELEVATION - NORTH SCALE: 1/4"=1'-0"
standardtemplates.com
RIDGE
+510'-4"±
standardtemplates.com
1ST FLR FIN CLG
+496'-5"
standardtemplates.com
1ST FLR
+487'-0"
standardtemplates.com
2ND FLR
+497'-8"
standardtemplates.com
GRADE+484'-1" GARAGE IN
FOREGROUND, SEE (E)ELEVS.

D
A5.4
C
A5.4

PATCH ROOFING

MATCH(E)
DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A4.3

PROPOSED

EXTERIOR

ELEVATIONS

AS NOTED

1 PROPOSED ELEVATION - WEST SCALE: 1/4"=1'-0"
GRADE
standardtemplates.com
+483'-3"
1ST FLR FIN CLG
standardtemplates.com
+496'-5"
1ST FLR F.F.
standardtemplates.com
+487'-0"
2ND FLR
standardtemplates.com
+497'-8"
2ND FLR FIN CLG
standardtemplates.com
+505'-9"
RIDGE
standardtemplates.com
+510'-4"±
standardtemplates.com
GRADE
+485'-4"
SIDEWALL +

ROOF CRICKET
B
A5.3
A
A5.3

RELOCATED

ELECTRIC METER

DOG DOOR
2 PROPOSED ELEVATION - SOUTH SCALE: 1/8"=1'-0"
2ND FLR
standardtemplates.com
+497'-8"
PORCH
1ST FLR
standardtemplates.com
+487'-0"
RIDGE
standardtemplates.com
+510'-4"±
1ST FLR FIN CLG
standardtemplates.com
+496'-5"
GRADE
standardtemplates.com
+482'-6"
standardtemplates.com
GRADE+483'-3"
12 6 12 6
12 3
3'-6"
3'-0"
2'-0"
(N) TRELLIS

AT (N) PORCH
±8'-3" B.O.

BEAM BEYOND
12 6
C
A5.4
D
A5.4
standardtemplates.com
1ST FLR
+487'-0"
(N) DORMERS
NOTE: ALL EXTERIOR DESIGN

DETAILS AT NEW DORMERS TO
MATCH EXISTING, TYP.

V.I.F. COORDINATE

W/ (E) WINDOW
HEAD

CRAWL SPACE

VENT AT NEW
PORCH, TYP.

DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A4.4

PROPOSED

EXTERIOR

ELEVATIONS

AS NOTED

A EXISTING SECTION SCALE: 1/4"=1'-0"

WORK SHOP STAIRHALL
REAR PORCH FAMILY 1 STAIRWELL FOYER ENTRY PORCH
STAIR
HALL
OFFICE FAMILY 2
STAIR

LANDING
8'-9"
GRADE
-3'-2"
1ST FLR FIN CLG
+9'-5"
1ST FLR FIN FLR
0'-0"
2ND FLR FIN FLR
+10'-8"
2ND FLR FIN CLG
+18'-9"
RIDGE
+23'-4"±

TOP OF PLATES
+12'-0"
3'-2"
7'-6" 10'-8"
9'-5" 2'-7"
8'-1"
4'-4"
2'-10"

ROOF OVERBAY WINDOW

BRICK STEPS
4x6 WD. TRELLIS

OVER REAR
PORCH
DECO. WD.

POST, TYP. TO 2

LOWER LEVEL
STAIRS W/ WD.

HANDRAIL
PLYWD. FLR.

BRICK STEPSBRICK
WD. PLANTER
BOX
BRICK

PLANTER BOX
2x FLR. JOIST

CRAWL SPACE
LOWER LEVELRET. WALL

FIREPLACE
MAIN

STAIRCASE
DECO.

WD. BM.
5'-0"

EXISTING SIDE ATTICS COUNT
IN FLOOR AREA WHEREINTERIOR CEILING IS >5'-0"
2ND FLOOR CUT AT FLOOR
2ND FLOOR CUT AT 5'-0"
DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A5.1

EXISTING

BUILDING

SECTIONS
1/4" =1'-0"

B EXISTING SECTION SCALE: 1/4"=1'-0"
3'-2"
7'-6" 10'-8"
9'-5" 2'-7"
8'-1"
4'-4"
GRADE
-2'-6"

TOP OF RIDGE (GARAGE)
+10'-4"
1ST FLR FIN FLR
0'-0"
2ND FLR FIN FLR
+10'-8"
2ND FLR FIN CLG
+18'-9"
RIDGE
+23'-4"±

TOP OF PLATES
+12'-0"

TOP OF PLATES (GARAGE)
+6'-11 1/2"
8'-9"

STORAGE AREA STAIR HALL WORKSHOP

SUN ROOM LIVING ROOM FOYER CL
FAMILY 2
BEDRM.-4 BA 3
BRICK

ENCLOSURE
WDW. WD. TRIM,
TYP.

EXPOSED
2x WD. RAFTER

BRICK POST,
TYP.
4x WD. BM.

FIX GLASS

ENCLOSURE

REAR FRENCH
DOOR
4x8 WD. BM.
4x6 WD. POST
CONC.

RET. WALL
BASEMENT WD.

STAIRS
REINF. CONC.

RET. WALL
GRADE LN @

DRIVEWAY
4x EXPOSED
WD. RAFTER
2x6
WD. RAFTER

HALLWAY
2ND FLOOR CUT AT FLOOR
2ND FLOOR CUT AT 5'-0"

NATURAL
GRADE
NEITHER "BASEMENT" NOR "DAYLIGHT BASEMENT"
PER 10.01.020 (NOT HABITABLE SPACE PER CRC).
2'-6"
C EXISTING SECTION SCALE: 1/4"=1'-0"
3'-2"
7'-6" 10'-8"
9'-5" 2'-7" 4'-4" GRADE -3'-2" TOP OF RIDGE (GARAGE) +10'-4" LEVEL 1 FIN FLR 0'-0" 2ND FLR FIN FLR
+10'-8"

TOP OF PLATES
+12'-0"

TOP OF PLATES (GARAGE)
+6'-11 1/2"
8'-9"
KITCHEN FAMILY 1 M. BEDRM.-1 M. BATH.-1
CAR-1 CAR-2 CAR-3
SHO. WC.

TRUSS MEMBERS

HALLWAY

WORKSHOP
GARAGE

SERVICE DOOR
EXPOSED WD.RAFTER, TYP.

CRIPPLE WALL
2x6 WD. RAFTER
, TYP.
2x10 FLR.JOISTS
2x10 FLR. JOIST
2x PLATES, TYP.

STONE CTR.

TOP
CLG. MOULDING

SIDE LITE

SKYLITES

EXPOSED
4x WD. BM.

REAR FRENCH
DOOR

FIRELACE,
STONE FIN.
2x8 WD. BM.

REINF. CONC.

RET. WALL
BRICK

POST BASE
GRADE LN @GARAGE/DRIVEWAY
(-1'-9 1/2")
2ND FLOOR CUT AT 5'-0"
2ND FLOOR CUT AT FLOOR
DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A5.2

EXISTING

BUILDING

SECTIONS
1/4" =1'-0"

A SECTION SCALE: 1/4"=1'-0"

FOYER ENTRY PORCH

STAIRWELL

REAR PORCH FAMILY
BED 5
1ST FLR FIN CLG
+496'-5"
RIDGE
+510'-4"±
2ND FLR
+497'-8"
1ST FLR
+487'-0"

LOWER LEVEL
+479'-6"
6'-8" CLEAR

STAIRHALL
STG. WORK SHOP
3'-6"
HALL 4 HALL 3
C
A5.4
D
A5.4

COLLAR TIES,SSD

ATTIC ATTIC
10"
TREAD,TYP.(10" MIN.)
7 1/2"
RISER,
TYP.(7.75" MAX.)
3" (4" MAX.)
3'-0"

AT STAIR
RUN
ATTIC
6'-6"
B SECTION SCALE: 1/4"=1'-0"

BREAKFAST KITCHEN LIVING FRONT PORCH
FAMILY BED 6
1ST FLR FIN CLG
+496'-5"
1ST FLR
+487'-0"

LOWER LEVEL
+479'-6"
RIDGE
+510'-4"±
2ND FLR
+497'-8"
DINING

STORAGE CAB CL CL
(E) CHIMNEY
STG.

CAB ATTIC

COLLAR TIES,
SSD
12 6
12 6
12 3
12 6
8'-0"
7'-0"
C
A5.4
D
A5.4
8'-5"
DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A5.3

PROPOSED

BUILDING

SECTIONS
1/4" =1'-0"

2ND FLR
+497'-8"
C SECTION SCALE: 1/4"=1'-0"

STORAGE WORKSHOP

SUN ROOM LIVING HALL CL
BED 6 BED 5 HALL BA 3
1ST FLR FIN CLG
+496'-5"
1ST FLR
+487'-0"

LOWER LEVEL
+479'-6"
RIDGE
+510'-4"±

STAIR HALL
GRADE
+482'-6"
2'-6"

NATURAL
GRADE
GRADE
+484'-6"

ATTIC ATTIC
A
A5.3
B
A5.3
D SECTION SCALE: 1/4"=1'-0"

KITCHEN
FAMILY
CL

CL HALL FAMILY

MASTER BED
ATTIC
1ST FLR FIN CLG
+496'-5"
1ST FLR
+487'-0"
RIDGE
+510'-4"±
2ND FLR
+497'-8"

WORKSHOP

LOWER LEVEL
+479'-6"

ATTIC ATTIC
CAB
B
A5.3
A
A5.3
DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A5.4

PROPOSED

BUILDING

SECTIONS
1/4" =1'-0"

EXTERIOR DOOR, WINDOW, AND SKYLIGHT SCHEDULE
FLOOR NO. ROOM NAME TYPE NOMINAL SIZE (W x H) HEAD HT. NOTES FLOOR NO. ROOM NAME TYPE NOMINAL SIZE (W x H) HEAD HT. NOTES

EXTERIOR DOOR, WINDOW, AND SKYLIGHT TYPESEXTERIOR DOOR, WINDOW, AND SKYLIGHT NOTES TYPE A

FRENCH IN-SWING
A. GENERAL:

1. DIMENSIONS SHOWN ARE NOMINAL FRAME WIDTH + NOMINAL FRAME HEIGHT. SEE MANUFACTURER FOR R.O. AND INSTALLATION INSTRUCTIONS.

2. CONTRACTOR TO VERIFY ALL OPENING DIMENSIONS IN FIELD AND NOTIFY ARCHITECT OF ANY DISCREPANCIES.

3. CONTRACTOR TO SUBMIT ORDER TO ARCHITECT FOR REVIEW PRIOR TO ORDERING DOORS, WINDOWS, AND SKYLIGHTS.

4. TEMPERED GLAZING REQUIREMENTS PER CBC 2406.4, 2403.1 AND CRC 308.1, R308.4.

5. TEMPERED GLAZING SHALL BE INSTALLED IN THE FOLLOWING LOCATIONS:

A. WITHIN A 2 FOOT ARC OF EITHER THE EDGE OF A DOOR AND WHERE THE BOTTOM EXPOSED EDGE OF THE GLAZING IS LESS THAN 60 INCHES ABOVE THE WALKING SURFACE.

B. ADJACENT TO A BOTTOM STAIR LANDING WHERE GLAZING IS LESS THAN 36 INCHES ABOVE THE LANDING AND WITHIN 60 INCHES HORIZONTALLY OF THE LANDING.

C. ADJACENT TO STAIRS WHERE GLAZING IS LOCATED LESS THAN 36 INCHES ABOVE THE PLANE OF THE ADJACENT WALKING SURFACE.

D. WITHIN A PORTION OF WALL ENCLOSING A TUB/SHOWER WHERE THE BOTTOM EXPOSED EDGE OF THE GLAZING IS LESS THAN 60 INCHES ABOVE THE STANDING SURFACE ANDDRAIN INLET.

E. WITHIN 60 INCHES OF A TUB/SHOWER WHERE THE GLAZING IS LESS THAN 60 INCHES ABOVE THE WALKING SURFACE.

F. IN DOORS, TRANSOMS, SIDELITES, AND SHOWER/TOILET ROOMS

6. ALL OPERABLE EXTERIOR DOORS, WINDOWS, AND SKYLIGHTS W/ MANUFACTURER INSECT SCREEN SYSTEM U.O.N.

7. MANUFACTURER TO PROVIDE ALL INTERIOR AND EXTERIOR SILL MATERIAL TO BE CUT, MITERED AND INSTALLED IN FIELD BY CONTRACTOR, U.O.N.

8. PROVIDE MANUFACTURER SUPPLIED, FULL COMPLEMENT OF STANDARD HARDWARE

PER OPENING AND AS REQUIRED FOR WINDOWS AND DOORS UNLESS OTHERWISE INDICATED. PROVIDE HARDWARE FOR ENTRY GATE AND MAIN ENTRANCE AS INDICATED.

9. INSTALL WEATHER-STRIPPING AT EXTERIOR DOORS, OPERABLE WINDOWS, AND IN ACCORDANCE WITH APPLICABLE CODES AND REFERENCE STANDARDS.

B. DOORS:

1. CONTRACTOR TO V.I.F. ALL DOOR OPENING SIZES AND CLEARANCES BEFORE ORDERING.

2. DOORS WITH LITES SHALL HAVE TEMPERED GLASS LITES PERMANENTLY IDENTIFIED PER CBC SECTION 2406.2.

3. PROVIDE WEATHERSTRIPPING AT NEW EXTERIOR DOORS.

4. SEE FLOOR PLAN FOR HINGE / SWING DIRECTION OF DOOR.

5. THRESHOLDS SHALL NOT EXCEED 1/2” IN HEIGHT.6. DOORS BETWEEN GARAGE AND HABITABLE SPACE, IF NOT SPRINKLERED ON BOTH SIDES, SHALL BE 20-MINUTE FIRE-RATED (MIN 1-3/8" THICK SOLID OR HONEYCOMB-CORESTEEL) THAT IS WEATHER STRIPPED, EQUIPPED WITH SELF-CLOSING, AND IS SELF LATCHING LEADING TO GARAGE TO DWELLING'S AREA PER CRC 302.5.1.

7. INSTALLATION
A. ENSURE THAT WOOD DOORS ARE PROMPTLY PAINTED OR SEALED UPON ARRIVAL TO JOBSITE TO PREVENT WARPAGE.

B. SWINGING DOORS SHALL BE MACHINED FOR SPECIFIC HARDWARE, AND HUNG FOR PROPER FIT AND UNIFORM CLEARANCES OF APPROXIMATELY 1/8” AT HEAD AND JAMBS.

REHANG OR REPLACE DOORS WHICH DO NOT SWING OR OPERATE FREELY, AS DIRECTED BY ARCHITECT. REFINISH OR REPLACE DOORS DAMAGED DURING INSTALLATION, AS DIRECTED BY ARCHITECT.

8. ALL EXTERIOR DOORS SHALL BE KEYED ALIKE, U.O.N.9. ALL EXTERIOR DOORS TO HAVE INSECT SCREENS.

C. WINDOWS:

1. CONTRACTOR TO V.I.F. ALL WINDOW OPENING SIZES AND CLEARANCES BEFORE ORDERING. EXISTING WINDOWS TO BE REPLACED WITH SIMILAR NOMINAL SIZE.

2. PROVIDE THE FOLLOWING OPTIONS: DOUBLE-PANE GLAZING, LOW-E II-ARGON, AND SUBSILL (WOOD AND 1-3/4" THICK WITH 2" PROJECTION)

3. WINDOWS MUST COMPLY WITH U FACTOR + SHGC ON TITLE-24 ENERGY COMPLIANCE FORMS. ALL WINDOWS SHALL BE LABELED WITH PERFORMANCE INFORMATION, NOT TO BE REMOVED UNTIL INSPECTED.

4. MAXIMUM TOTAL AREA OF FENESTRATION AREA: 20% OF HABITABLE SQUARE FOOTAGE.

5. MAXIMUM TOTAL AREA OF WEST-FACING FENESTRATION AREA: 5% OF HOUSE SQUARE FOOTAGE (NOT REQUIRED IN CZ 1, 3, 5)

6. BEDROOM EGRESS WINDOWS TO PROVIDE MIN. 5.7 SF NET OPENING, 24" MIN. CLEAR OPENING HEIGHT, 20" MIN. CLEAR OPENING WIDTH, AND 44” MAX. SILL HEIGHT AFF.

7. WINDOW HEADS WITHIN EACH ROOM TO ALIGN U.O.N.8. HEAD HEIGHTS MEASURED FROM FINISH FLOOR.9. OVERSIZED WINDOWS TO BE ENGINEERED BY MANUFACTURER.

10. OPERABLE WINDOWS ARE SCREENED W/ MANUFACTURER'S STANDARD SCREEN SYSTEM, U.O.N.

11. DIMENSIONS ARE NOMINAL TO FRAME SIZE, SEE MANUFACTURER FOR R.O. AND INSTALLATION INSTRUCTIONS.

12. MANUFACTURER TO PROVIDE INTERIOR AND EXTERIOR SILL MATERIAL TO BE CUT, MITRED, INSTALLED IN FIELD BY CONTRACTOR.

13. WINDOWS TO HAVE WINDOW LOCKS, U.O.N.14. WINDOWS TO HAVE HOLD-OPEN OPENING LIMITER CHILD SAFETY DEVICES, U.O.N.

15. ALL WINDOWS + SKYLIGHTS TO HAVE INSECT SCREENS.16. SEE ELEVATION PLANS FOR HINGE / SWING DIRECTION OF WINDOWS.17. FALL PROTECTION SHALL BE PROVIDED PER CRC R312.2.1. PROVIDE WINDOW OPENING CONTROL DEVICES THAT MEET THE REQUIREMENTS OF ASTM F2090, CRC R310.1.1 AND R312.2.2.

C. SKYLIGHTS

1. ALL SKYLIGHTS TO BE VELUX.

2. U FACTOR: 0.30. MAX. SHGC: 0.25. (SHGC NOT REQUIRED IN CZ 1, 3, 5). SEE ENERGY COMPLIANCE FORMS.

FIRST 104.1
TYPE B

SINGLE-HUNG
TYPE C

CASEMENT
FIRST
C
104.2
1'-4" x 3'-9" +/- 7'-7"
FIRST
C
104.3
1'-4" x 3'-9" +/- 7'-7"
FIRST
C
104.4
1'-4" x 3'-9" +/- 7'-7"
FIRST
D
104.5
3'-0" x 7'-0" 7'-0" (N) EXTERIOR DOOR, TEMPERED, W/ SCREEN TYPE D
DOOR
FIRST 106.1 BREAKFAST NOOK E 2'-4" x 3'-8" +/- 7'-0" +/- (N) WINDOW IN (E) OPENING, W/ SCREEN TYPE E

CASEMENT
FIRST 106.2 BREAKFAST NOOK E 2'-4" x 3'-8" +/- 7'-0" +/- (N) WINDOW IN (E) OPENING, W/ SCREEN FIRST 106.3 BREAKFAST NOOK E 2'-4" x 3'-8" +/- 7'-0" +/- (N) WINDOW IN (E) OPENING, W/ SCREEN FIRST 106.4 BREAKFAST NOOK E 2'-4" x 3'-8" +/- 7'-0" +/- (N) WINDOW IN (E) OPENING, W/ SCREEN FIRST 106.5 BREAKFAST NOOK E 2'-4" x 3'-8" +/- 7'-0" +/- (N) WINDOW IN (E) OPENING, W/ SCREEN FIRST 106.6 BREAKFAST NOOK E 2'-4" x 3'-8" +/- 7'-0" +/- (N) WINDOW IN (E) OPENING, W/ SCREEN FIRST 106.7 BREAKFAST NOOK E 2'-4" x 3'-8" +/- 7'-0" +/- (N) WINDOW IN (E) MODIFIED OPENING, W/ SCREEN FIRST 106.8 BREAKFAST NOOK E 2'-4" x 3'-8" +/- 7'-0" +/- (N) WINDOW IN (E) MODIFIED OPENING, W/ SCREEN ROOF 301.1 HALL 3 F - VELUX
TYPE F

SKYLIGHT

SKYLIGHT, ELECTRIC FRESH AIR WITH MOISTURE SENSOR, VELUX ACTIVESTARTER KIT HALL 3 -HALL 3 -
-
SECOND 202.1 FAMILY 2 G-3 2'-6" x 1'-5" V.I.F. V.I.F.

TYPE G-2
FIX
TYPE G-1
FIX
TYPE G-3
FIX
SECOND 202.2 FAMILY 2 G-2 2'-6" x 2'-1 1/2" 10'-8" +/- V.I.F.SECOND 202.3 FAMILY 2 G-1 2'-6" x 1'-5" V.I.F.

SECOND 202.7 FAMILY 2 7'-6" +/- V.I.F.

TYPE H
HOPPER
SECOND 202.8 FAMILY 2
FF
TYPE I

FRENCH CASEMENT
SECOND 204.1 BED 5 I 3'-5" x 4'-4" +/- 8'-0" +/- (N) WINDOW IN (E) OPENING, TEMPERED, LAMINATED, ACOUSTIC, W/ SCREEN, EGRESS - 44" MAXIMUM SILL HEIGHT, V.I.F.; PROVIDE FALL PROTECTION, SEE NOTE #17 BELOW
SECOND 204.2 BED 5 I 3'-5" x 4'-4" +/- 8'-0" +/-
SECOND 204.3 BED 5 I 3'-5" x 4'-4" +/- 8'-0" +/-
SECOND 205.1 BED 6 H 1'-6" x 1'-6" 7'-0"
SECOND 205.3 BED 6 I 3'-5" x 4'-6" 8'-0"SECOND 205.4 BED 6 I 3'-5" x 4'-6" FIRST 113.1 SUNROOM J SECOND 206.1 BA 3 M 4'-0" x 1'-9" 6'-3" (N) WINDOW IN (E) MODIFIED OPENING, TEMPERED, OBSCURE 2'-0" x 1'-4" TRANSOM 2'-0" x 7'-0" 8'-6" TYPE L
FIX

SINGLE-HUNG
FIRST 113.2 SUNROOM K
TYPE J
FIXFIX
FIRST 113.3 SUNROOM J
FIRST 113.4 SUNROOM L
TYPE K
FIX

FRENCH IN-SWING
(N) WINDOW IN MODIFIED (E) OPENING, MULLED, TEMPERED
5'-0" x 1'-4" TRANSOM
5'-0" x 7'-0"
2'-0" x 1'-4" TRANSOM
2'-0" x 7'-0"
(N) DOOR & WINDOW IN MODIFIED (E) OPENING, MULLED, TEMPERED, IN-SWING(N) WINDOW IN MODIFIED (E) OPENING, MULLED, TEMPERED 8'-6"8'-6"8'-6" (N) WINDOW IN MODIFIED (E) OPENING, MULLED, W/ SCREEN FIRST 113.5 SUNROOM L 8'-6" (N) WINDOW IN MODIFIED (E) OPENING, MULLED, W/ SCREEN FIRST 113.6 SUNROOM L 8'-6" (N) WINDOW IN MODIFIED (E) OPENING, MULLED, W/ SCREENFIRST 113.7 SUNROOM L 8'-6" (N) WINDOW IN MODIFIED (E) OPENING, MULLED, W/ SCREENFIRST 113.8 SUNROOM L 8'-6" (N) WINDOW IN MODIFIED (E) OPENING, MULLED, W/ SCREENFIRST 113.9 SUNROOM L 8'-6" (N) WINDOW IN MODIFIED (E) OPENING, MULLED, W/ SCREENFIRST 113.10 SUNROOM L 8'-6" (N) WINDOW IN MODIFIED (E) OPENING, MULLED, W/ SCREENFIRST 113.11 SUNROOM L 8'-6" 2'-9" x 1'-4" TRANSOM 2'-9" x 5'-0" (N) WINDOW IN MODIFIED (E) OPENING, MULLED, W/ SCREEN FIRST 113.12 SUNROOM L 8'-6" 3'-0" x 1'-4" TRANSOM 3'-0" x 5'-0" (N) WINDOW IN MODIFIED (E) OPENING, MULLED, W/ SCREEN FIRST 113.13 SUNROOM K 5'-0" x 1'-4" TRANSOM 5'-0" x 7'-0" 8'-6" (N) DOOR & WINDOW IN MODIFIED (E) OPENING, MULLED, TEMPERED, IN-SWING 8'-0"
SECOND 205.6 BED 6 H 1'-6" x 1'-6" 7'-0"

W/ SCREENW/ SCREEN
TEMPERED, LAMINATED, ACOUSTIC, W/ SCREEN, EGRESS - 44" MAXIMUM SILL HEIGHT, V.I.F.; PROVIDE FALL PROTECTION, SEE NOTE #17 BELOW

W/ SCREEN
(N) WINDOW IN (E) OPENING, TEMPERED, LAMINATED, ACOUSTIC, W/ SCREEN; PROVIDE FALL PROTECTION, SEE NOTE #17 BELOW
TYPE M
AWNING
MAT. MANUF.

TBD TBDTBD TBDTBD TBDTBD TBD

WOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATE MAT. MANUF.

WOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATE V.I.F.

WOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATEWOOD/CLAD MARVIN ULTIMATE

FIBERGLASS MARVIN ULTIMATE
TBD

VELUX SKYLIGHT, ELECTRIC FRESH AIR WITH MOISTURE SENSOR, VELUX ACTIVE TBD STARTER KITVELUX SKYLIGHT, ELECTRIC FRESH AIR WITH MOISTURE SENSOR, VELUX ACTIVE TBD STARTER KIT 301.2301.3
306.1 BATH 3 F 2'-6" x 4'-0" - VELUX SKYLIGHT, ELECTRIC FRESH AIR WITH MOISTURE SENSOR, VELUX ACTIVE TBD STARTER KIT302.1 FAMILY F 2'-0" x 4'-0" - VELUX SKYLIGHT, ELECTRIC FRESH AIR WITH MOISTURE SENSOR, VELUX ACTIVE TBD STARTER KIT 302.2 FAMILY F 2'-0" x 4'-0" - VELUX SKYLIGHT, ELECTRIC FRESH AIR WITH MOISTURE SENSOR, VELUX ACTIVE TBD STARTER KIT (N) WINDOW MATCH (E) IN (E) OPENING, LAMINATED ACOUSTIC, W/ SCREEN; EGRESS FIRST 110.1 BED 3 N 5'-6" x 5'-1" +/- 7'-0" +/- WOOD/CLAD MARVIN ULTIMATE FIRST 110.2 BED 3 N 5'-6" x 5'-1" +/- 7'-0" +/- WOOD/CLAD (N) WINDOW MATCH (E) IN (E) OPENING, LAMINATED ACOUSTIC, W/ SCREEN MARVIN ULTIMATEFIRST 111.1 BA 2 E 2'-0" x 3'-6" +/- FIBERGLASS (N) WINDOW IN (E) OPENING, TEMPERED, OBSCURE MARVIN ELEVATE TYPE N

FRENCH CASEMENT
7'-0" +/-
TYPE G-4
AWNING
TYPE G-4
AWNING
TYPE G-4
AWNING
SECOND 202.4 FAMILY 2 2'-6" x 1'-6" 8'-5" +/- V.I.F. WOOD/CLAD W/ SCREEN MARVIN ULTIMATE G-4 2'-1 1/2"
2"
SECOND 202.5 FAMILY 2 2'-6" x 1'-6" WOOD/CLAD W/ SCREEN MARVIN ULTIMATE G-4 SECOND 202.6 FAMILY 2 2'-6" x 1'-6" WOOD/CLAD W/ SCREEN MARVIN ULTIMATE G-4 8'-5" +/- V.I.F.8'-5" +/- V.I.F.

TYPE O
FIX
E
O
SECOND 202.9 FAMILY 2 WOOD/CLAD W/ SCREEN MARVIN ULTIMATE E 2'-0" x 2'-8"2'-0" x 2'-8"2'-0" x 2'-8"
7'-6" +/- V.I.F.7'-6" +/- V.I.F.
2'-0" x 4'-0"2'-0" x 4'-0"2'-0" x 4'-0"

WOOD/CLAD TBD
2'-9" x 1'-4" TRANSOM
2'-9" x 5'-0"
2'-9" x 1'-4" TRANSOM
2'-9" x 5'-0"
2'-9" x 1'-4" TRANSOM
2'-9" x 5'-0"
2'-9" x 1'-4" TRANSOM
2'-9" x 5'-0"
2'-9" x 1'-4" TRANSOM
2'-9" x 5'-0"
2'-9" x 1'-4" TRANSOM
2'-9" x 5'-0"
2'-9" x 1'-4" TRANSOM
2'-9" x 5'-0" ROOF

ROOFROOFROOFROOF
(N) WINDOW IN (E) OPENING, TEMPERED, LAMINATED, ACOUSTIC, W/ SCREEN; PROVIDE FALL PROTECTION, SEE NOTE #17 BELOW
TEMPERED, LAMINATED, ACOUSTIC, W/ SCREEN, EGRESS - 44" MAXIMUM SILL HEIGHT, V.I.F.; PROVIDE FALL PROTECTION, SEE NOTE #17 BELOW SECOND 205.2 BED 6 C 1'-6" x 3'-6" 8'-0"SECOND 205.5 BED 6 C

WOOD/CLAD MARVIN ULTIMATE
1'-6" x 3'-6" 8'-0" WOOD/CLAD MARVIN ULTIMATE
TEMPERED, LAMINATED, ACOUSTIC, W/ SCREEN; PROVIDE FALL PROTECTION, SEE NOTE #17 BELOW
TEMPERED, LAMINATED, ACOUSTIC, W/ SCREEN; PROVIDE FALL PROTECTION, SEE NOTE #17 BELOW
(N) WINDOW IN (E) MODIFIED OPENING, W/ SCREEN(N) WINDOW IN (E) MODIFIED OPENING, W/ SCREEN(N) WINDOW IN (E) MODIFIED OPENING, W/ SCREEN FAMILY 1 / KITCHENFAMILY 1 / KITCHENFAMILY 1 / KITCHENFAMILY 1 / KITCHEN FIRST
P
104.6
FAMILY 1 / KITCHEN 2'-6" x 7'-0" 7'-0" WOOD/CLAD
TYPE P
FIX
(N) WINDOW IN (E) MODIFIED OPENING, TEMPERED
FIRST
A
104.7
FAMILY 1 / KITCHEN 5'-0" x 7'-0" 7'-0" WOOD/CLAD (N) EXTERIOR DOOR IN (E) MODIFIED OPENING, TEMPERED FAMILY 1 / KITCHEN P 2'-6" x 7'-0" 7'-0" WOOD/CLAD (N) WINDOW IN (E) MODIFIED OPENING, TEMPERED

TBDTBDTBD
DATE
SCALE
DRAWN
JOB #
SHEET
2125
01-29-2024

AC / MK
SHEET
DATE: ISSUE
ED AR
2 E
No. C-23195
A
E R N. 9

EC NS LI A S R NA D H
ET TS A OF CXE 0- 32
C

E IT HS ETS

LI FORNIA
AIK TC
LA LEY
PLOT STAMP: 01.26.2024
A9.1
1/2" =1'-0"

EXTERIOR DOOR,

WINDOW &

SKYLIGHT

SCHEDULE
+ NOTES

2533 Clement Avenue, Alameda CA 94501
[email protected] | www.saikleyarchitects.com | (510) 420-1234 01/30/2024 - Matt & Sara Ettus Residence – 16202 Serena Vista Court, Monte Sereno CA

ANALYSIS OF PRESERVATION STANDARDS FOR PROPOSED

ALTERATIONS FOR USE PERMIT APPLICATION
• Proposed additions at south side of house: upper dormers, porch & trellis, replace some windows and doors (upper dormer on left is existing)

PURPOSE OF THIS LETTER
The following is an analysis of the proposed alterations at 16202 Serena Vista Court, Monte Sereno, California, to demostrate compliance with the Secretary of the Interior's Rehabilitation Standards for Historic Properties, and with the Use Permit requirements for an historical structure per the City of Monte Sereno Municipal Code. This analysis accompanies our application for a Use Permit and our submitted drawing set and other accompanying documents, on behalf of the property owners, Matt and Sara Ettus.

SAIKLEYARCHITECTS|2

HISTORIC DESIGNATION
City’s historical inventory:

Monte Sereno City Council placed the house on the city’s Historical Inventory in 2014, at the request of current owners Matt and Sara Ettus.

Mills Act Property Tax Abatement Program:

Monte Sereno City Council approved participation in 2014, at the request of Matt and Sara Ettus.

Historical Evaluation:

An historical evaluation was done by Archaeological Resource Management in 2014, at the request of Matt and Sara Ettus. This report is included with our Use Permit submittal for reference.

CARDINAL DIRECTIONS
For the purpose of descriptions in this report and our drawings, project-north is the northeast, right, side of the house; project-east is the front of the house; and the other directions follow suit.

DESCRIPTION OF EXISTING HOUSE
Style:

This is a classic two-story Craftsman style house. It was built around 1910 and is in good condition. The 2014 Historical Evaluation describes the existing house as follows:

The home is an excellent example of the Craftsman style, exhibiting major features such as gabled dormers, wide eaves with exposed rafters, decorative beams and braces, tapered square support columns, and multi-paned wooden framed windows. The roof is hipped and surfaced with composition shingles. The exterior walls are surfaced with horizontal wooden siding, painted gray with white trim. The front façade is dominated by a large centrally placed [gabled] dormer, above a three-quarters length wrap-around porch.

Previous additions:

The front/east of the house is largely intact as it was originally built. Much of the rear/west of the house, and a wing to the north, are previous additions, per prior permit records. Dormers at the north and south sides appear to also be prior additions per visual inspection.

Visibility to public:

The house is barely visible from any public way. It is slightly visible through trees when driving on the Saratoga-Los Gatos Rd and from Serena Vista Ct cul-de-sac. There is no pedestrian way from which the house is visible at all. One must be on the private property to see and appreciate the historic features of the home.

INTENTIONS WITH THE PROPOSED DESIGN
This home is much loved by the owners for its classic beauty. Their intention is to improve and care for their home for the long term.

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The purposes of the proposed alterations are to:
• Preserve and enhance the architecture
• Make the spaces more functional with interior remodeling • Raise ceilings heights at two upstairs dormers, and add a new side porch for better interior circulation and outdoor usable space
• Upgrade building systems and some windows for resiliency, energy efficiency, comfort, acoustics, fire safety, and longevity
Roofing:
• The existing roofing is asphalt composition shingle. Although some composition shingle roofing was available in 1910 when the home was built, this was probably not the original roofing material. There is existing skip sheathing under plywood under the roofing. Probably the original roofing was cedar shakes, which was commonly used over skip sheathing at the time the home was built. We would not propose a new cedar shake roof now due to fire hazard. • We are requesting approval of this project with the following Alternates for type of roofing, as shown on our exterior elevations in the submitted drawings, so that the owners may make a decision about which type of roofing to use after they receive contractor bids.
o Asphalt composition shingle, similar to the existing
o Standing seam metal roofing, much more expensive up-front but longerlasting and more fire-resistant than composition shingle Floor area unchanged:

The upstairs floor area is the same in the proposed design as in the existing layout. The proposed reconfigured gabled dormers are only to raise the ceiling heights for better function, but still below the main roof’s height.

Matching original Craftsman style:

The proposed alterations are designed to be in keeping with the massing and the details of the original architecture.

PRIOR AND PROPOSED EXTERIOR ALTERATIONS
Existing home already has many prior alterations:

The north, west and south faces of the existing house have several additions and modifications from the past, which are in keeping with the Craftsman style and match the details of the original home, but which change the look of the home from what it originally would have been with their massing. The existing home retains much of its original character, but it is not historically intact.

Historic front façade’s structure is untouched in the proposed design:

The original front (east) façade is largely intact at the existing house. • There are no proposed changes to the front façade’s structure, nor to the north side of the house or to the previously added garage north wing. • We are proposing two window replacements in-kind at the front downstairs bedroom for acoustics, and one proposed window replacement at the upstairs bathroom for waterproofing at a shower.

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• Otherwise, the proposed alterations are clustered on the south side and southwest corner, where they are only visible from the side and rear yards, and where they do not impact the historically intact front of the home.

Historic structure remains intact in the proposed design:

There is no historically significant structure to be removed in the proposed design. • The proposed side porch fits into an existing notch in the shape of the house. No existing structure is to be removed for it.
• The two proposed dormers take the place of two existing dormers that were probably prior additions. Please note that these two existing dormers are the only structure that is removed in the proposed design.
• The only other exterior demolition in the proposed design is for a few window replacements, and new openings for an exterior side door and for skylights. o The proposed window replacements match the existing mullion patterns, except at the sunroom, where the existing, previously-added windows are not in keeping with the historic home, and the proposed window design does match the Craftsman style.

Square footage remains the same:

There is no addition to square footage in the proposed design. • The proposed dormer additions are only to gain ceiling height, to meet current building code and for functional uses of the upstairs spaces. • The existing sloping ceilings are uncomfortably low and present obstacles where people may bang their heads.

In the diagrams below, red is prior additions at the existing house, and green is proposed alterations. White is existing structure, thought to be original, that is untouched in the proposed design.

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PROPOSED CHANGES IN RELATION TO THE HISTORIC HOME
Below we illustrate the ways our proposed design is in keeping with the original architecture, how the proposed design does not disturb the original historic fabric of the home, and how the home is not very visible to the public.

The existing house is barely visible from any public way. It is not visible at all from the street. From the cul de sac where the property’s driveway starts, the house is slightly visible in the middle of these photographs:

1. View toward house from Saratoga-Los Gatos Rd when driving by in summer; house is not visible; there is no sidewalk from which the house can be seen

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2a. Facing north toward south side of house (in middle of photograh) from cul de sac 2b. Facing north toward south side of house from cul de sac

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From the private driveway of this property, the existing house becomes visible:
3a. East, front of house and edge of south side, existing And with our proposed design from this view, the edge of the expanded south bedroom dormer becomes visible:
3b. East, front of house and edge of south side, proposed

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Below is the front façade of the house as seen from the front yard of the property. The front façade remains unchanged in our proposed design, except for replacing some windows with dual paned wood windows of similar configurations; no proposed additions are visible from the front:

4. East, front facade, existing and unchanged in proposed design Similarly, the north side of the house, and the north wing, are unchanged in the proposed design. The dormer on the north side of the house is probably a prior addition.

The north wing with the garage is a prior addition from 1991.

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5. North side, existing and unchanged in proposed design; dormer is probably a previous addition

6. East side of garage, existing; a previous addition, unchanged in proposed design

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What is visible from the rear yard is mostly prior additions. The upper gabled dormer, and some of the main roof around it which is hidden in this view, are likely original; the rest was added:

7. West, rear facade, existing; everything visible except upper gabled dormer is previous additions
Most of the proposed addition is at the southwest corner of the house. This area can only be seen from on the private site, and even then, there is not a full view of the existing or the proposed dormers. The proposed dormers match the details of the original front and rear dormers, and their massing is in keeping the Craftsman style of the home. The main part of the two new dormers is a gable shape; there is a secondary shed dormer atop the southwest gabled dormer; all in keeping with the Craftsman style.

The purpose of the proposed dormers is to raise the interior ceiling height to meet the current building code for ceiling height and to make these rooms much more functional than they currently are.

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8a. Rear, west and edge of south side, existing; gable in foreground and dormer are previous additions
8b. Rear, west and edge of south side, proposed

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From the rear, the proposed dormer and side porch additions are somewhat visible, around what is largely previous additions:
9a. Rear, west, existing; everything except upper gabled dormer, and a bit of the main roof that is visible, is a previous addition
9b. Rear, west, proposed

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The area for the proposed new porch, embraced on two sides by the house and next to the kitchen and sunroom, is a natural place for eating outdoors and enjoying the garden. Currently, this space is down a few stairs to grade, and indoor-outdoor circulation does not flow very easily. The building shape is not changed; this proposed porch addition fits into an existing exterior space. The proposed porch brings this space up to be on level with the kitchen and sunroom for easier use. The proposed porch also allows for the exterior door from the kitchen to be moved for a better kitchen layout.

The base of the proposed porch is brick, matching the original wraparound porch in its details, and similar to the rear porch which was a previous addition. The proposed trellis is typical of the Craftsman style, and similar to the existing rear trellis which was a previous addition.
10a. South side, west end; left where the roof drops down is a previous addition 10b. South side, west end, proposed porch & trellis

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The purpose of the proposed dormer expansion for the upper south bedroom is to increase the ceiling height. The existing bedroom has a large floor plan, but its ceiling is awkwardly low, does not meet the current building code, and hampers the use of this bedroom. The existing and proposed designs are shown below:
11a. South upper bedroom, existing
11b. South upper bedroom, proposed

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Similarly, the existing bedroom at the southwest dormer has an awkwardly low ceiling is isn’t very functional. The adjacent space in the existing layout is a large stair landing, with ample ceiling height but also with an awkward layout leaving space that isn’t very usable. The proposed higher gabled dormer, with a secondary shed dormer on top of the gabled dormer, fits into the main roof geometry without disturbing the original structure or going higher than the main roof. In the proposed design, this space will be a family room, open to the area of the stair landing, and improving the aesthetics and the use of the whole space:
12a. Southwest upper bedroom, existing
12b. Southwest upper family room, proposed

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13a. Upper landing, existing
13b. Upper landing, proposed

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MEETING SECRETARY OF INTERIOR & CITY MUNICIPAL CODE PRESERVATION STANDARDS Below we describe in green how the proposed design meets the intent of the Secretary of the Interior's Rehabilitation Standards for Historic Properties, and the Use Permit requirements for an historical structure per the City of Monte Sereno Municipal Code.

The Secretary of Interior’s Standards for Rehabilitation

1. A property will be used as it was historically or be given a new use that requires minimal change to its distinctive materials, features, spaces and spatial relationships. a. In the proposed design, the property will retain its historic use, and will have minimal change to its distinctive materials, features, spaces, and spatial relationships.

2. The historic character of a property will be retained and preserved. The removal of distinctive materials or alteration of features, spaces and spatial relationships that characterize a property will be avoided.
a. In the proposed design, the historic character is retained, and furthermore preserved by maintenance and upgrades to the home. No removal of distinctive original features is proposed, except for windows which will be replaced in-kind.

3. Each property will be recognized as a physical record of its time, place and use. Changes that create a false sense of historical development, such as adding conjectural features or elements from other historic properties, will not be undertaken. a. The proposed design’s additions will appear as additions, as the many previous additions do. The proposed additions are in keeping with the style of original home, but do not pretend to be part of the original structure, which was probably a simple rectangle with a front and rear gabled dormer and a wraparound porch.

4. Changes to a property that have acquired historic significance in their own right will be retained and preserved.
a. Most previous changes to the home are untouched in the proposed design. The two proposed enlarged dormers are as much in keeping with the original home as the two previously added dormers that they replace.

5. Distinctive materials, features, finishes, and construction techniques or examples of craftsmanship that characterize a property will be preserved. a. The characteristic elements of the original home are preserved in the proposed design.

6. Deteriorated historic features will be repaired rather than replaced. Where the severity of deterioration requires replacement of a distinctive feature, the new feature will match the old in design, color, texture and, where possible, materials. Replacement of missing features will be substantiated by documentary and physical evidence.
a. Along with the proposed additions, minor repairs and maintenance to the existing structure will be carried out. Historically significant features are not proposed to be removed.

7. Chemical or physical treatments, if appropriate, will be undertaken using the gentlest means possible. Treatments that cause damage to historic materials will not be used. a. There are no proposed treatments that would damage historic materials.

8. Archeological resources will be protected and preserved in place. If such resources must be disturbed, mitigation measures will be undertaken.
a. There are no relevant archeological resources.

9. New additions, exterior alterations, or related new construction will not destroy historic materials, features, and spatial relationships that characterize the property. The new work will be differentiated from the old and will be compatible with the historic materials, features, size, scale and proportion, and massing to protect the integrity of the property and its environment.

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a. The proposed additions are designed to be compatible with the original home, but also to appear as additions, along with the collection of other previous additions.

10. New additions and adjacent or related new construction will be undertaken in such a manner that, if removed in the future, the essential form and integrity of the historic property and its environment would be unimpaired.
a. The proposed dormer and porch additions could be removed without harming the essential form and integrity of the historic property and its environment.

In addition, the Secretary of the Interior has the following recommendations which are relevant to this project. The recommendations are listed below with numbers, and notes on our design responses follow each recommendation in green.

The Secretary of Interior’s Standards further recommendations for Rehabilitation A. Identify, Retain, and Preserve Historic Materials and Features B. Protect and Maintain Historic Materials and Features C. Repair Historic Materials and Features
D. Replace Deteriorated Historic Materials and Features • A-D are addressed in the proposed design: The existing historic fabric of the home is retained, protected, repaired, and made more resilient.

E. Design for the Replacement of Missing Historic Features • E is not addressed in the proposed design. There have been many previous alterations to this home. However, its original front façade is largely intact, and so it does not have historic features that we thought would need to be replaced in this project.

F. Alterations| Some exterior and interior alterations to a historic building are generally needed as part of a Rehabilitation project to ensure its continued use, but it is most important that such alterations do not radically change, obscure, or destroy character-defining spaces, materials, features, or finishes. Alterations may include changes to the site or setting, such as the selective removal of buildings or other features of the building site or setting that are intrusive, not character defining, or outside the building’s period of significance. Code-Required Work| Accessibility and Life Safety, Resilience to Natural Hazards, and Sustainability are listed as goals.
• The purpose of this project is to improve the home for its continued use, and to care for it and make upgrades for code improvements, life safety, comfort, resilience, sustainability.

G. New Exterior Additions and Related New Construction| Rehabilitation is the only treatment that allows expanding a historic building by enlarging it with an addition. However, the Rehabilitation guidelines emphasize that new additions should be considered only after it is determined that meeting specific new needs cannot be achieved by altering non-characterdefining interior spaces. If the use cannot be accommodated in this way, then an attached exterior addition may be considered. New additions should be designed and constructed so that the character-defining features of the historic building, its site, and setting are not negatively impacted. Generally, a new addition should be subordinate to the historic building. A new addition should be compatible, but differentiated enough so that it is not confused as historic or original to the building.
• The proposed project is largely interior remodeling that does not affect the exterior.

Where we are proposing exterior changes, they are to improve the function of the spaces as described in several places above. These proposed additions are designed to leave the character-defining features of the historic building, site, and setting intact. The additions are designed to be compatible with the historic massing and details of this home, but to clearly appear as additions, like the previous additions do, and not to be confused as historic or original to the building.

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H. Designing rooftop additions, elevator or stair towers, decks or terraces, dormers, or skylights when required by a new or continuing use so that they are inconspicuous and minimally visible on the site and from the public right-of-way and do not damage or obscure character-defining historic features.
• Skylights and solar panels are the only proposed features at the rooftop. These will not be visible at all to the public, and will not be prominent as seen from the ground on this property.

I. Identifying, retaining, and preserving windows and their functional and decorative features that are important to the overall character of the building. The window material and how the window operates (e.g., double hung, casement, awning, or hopper) are significant, as are its components (including sash, muntins, ogee lugs, glazing, pane configuration, sills, mullions, casings, or brick molds) and related features, such as shutters. • The proposed window replacements and new windows will match the existing details and type of grid layouts. Casement windows will be used at bedrooms where required for egress per current code. The one exception is a window at an upstairs shower at the side of the house in a previously added dormer, where we proposed a fiberglass waterproof window without a grid, for modern practicality.

J. Adding new window openings on rear or other secondary, less-visible elevations, if required by a new use. The new openings and the windows in them should be compatible with the overall design of the building but, in most cases, not duplicate the historic fenestration. • All of the proposed window openings are on the rear or side elevations, as needed for new uses. The proposed opening layouts and windows, and a proposed side door, are designed to be compatible with the original style but do not duplicate the historic fenestration. The proposed window replacements at the front downstairs bedroom do duplicate the historic fenestration as closely as possible at this historic front façade.

In addition to the Secretary of the Interior Standards, it is understood the Municipal Code requires that the City Council will use the following 4 criteria in considering a Use Permit for an historical structure. Our analysis follows each of the 4 criteria in green.

1. The proposed work is consistent with the purposes and objectives of this Chapter • Chapter 12.02.010 states that purpose of Heritage Preservation:
o It is declared as a matter of public policy that the recognition, preservation, and enhancement of heritage resources within the City of Monte Sereno are in the interest of the cultural and aesthetic enrichment of the people of the City of Monte Sereno.
• The proposed design does not touch the significant remaining existing features of the historic home. The proposed improvements help preserve and maintain the home for its ongoing use by the owners and as a heritage resource for the community.

2. The proposed work does not adversely affect the character or integrity of the designated feature
• The proposed design maintains the integrity of the existing remaining original features, and matches the original character of the home.

3. The proposed work will not result in a significant environmental impact that cannot be mitigated
• The proposed design creates no significant environmental impact.

4. In the case of construction of a new building, structure or other improvement upon or within a designated feature, the exterior of such improvement will not adversely affect and will be compatible with the external appearance of the existing feature • The proposed additions are compatible with the external appearance of the existing home, which is already a combination of the original structure and several previous

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additions. The proposed additions are designed to fit well with, and enhance, the existing home as it stands today.

Thank you for your consideration of this proposal.

Sincerely yours,
Alexandra Sheets Saikley
Saikley Architects
Architect of record
Attachments:
o Use Permit Application
o Use Permit Drawing Set
o 2014 Historical Analysis
o Resolution No. 3576 placing the house on the City’s Historical Inventory o Resolution No. 3579 approving participation in the Mills Act Property Tax Abatement Program

RESOLUTION NO.

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MONTE SERENO APPROVING A USE PERMIT (2024-3009) FOR THE PROPERTY LOCATED AT 16202 SERENA VISTA COURT (APN 510-13-032).

WHEREAS, Sara and Matt Ettus (referred to as “Applicant”) applied for a Use Permit (2024-3009) for alterations to the existing historic Craftsman home at 16202 Serena Vista Court (application referred to as “Application”); and WHEREAS, on February 20, 2024, the City Council held a public hearing and the City Council has considered all the evidence presented regarding the Application, including reports, written submissions, and testimony made by the applicant, staff, and members of the public.

NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF MONTE SERENO AS FOLLOWS:

Section 1. The City Council hereby finds as follows with respect to the Use Permit for alteration of an historic structure:

A. The Monte Sereno Municipal Code (“Code”) requires the following:

1. Per Section 12.01.110 of the City of Monte Sereno Municipal Code, the City Council shall consider the following regarding the issuance of a Use Permit for alteration of an historic structure.
a. The proposed work is consistent with the purposes and objectives of this Chapter (historic preservation).

The property owner has taken many steps to preserve the existing structure including having it added to the City’s Historic Inventory, entering into a Mills Act Agreement, and proposing the current alterations in keeping with the character and style of the Craftsman architecture.
b. The proposed work does not adversely affect the character or integrity of the designated feature.

The location of the proposed dormer and trellis alterations at the rear and side of the house minimizes both structural and visual impacts to the existing historic structure. The windows that will be replaced will have mullions, materials, and colors that match the Craftsman style.

c. The proposed work will not result in a significant environmental impact that cannot be mitigated.

The proposed alterations are consistent with the Secretary of Interior Standards for the Treatment of Historic Properties. The location of the proposed alterations will minimize the visual impacts to the existing historic structure. The dormer and exterior trellis alterations are located at the rear and side of the house retaining a full view of the front of the home from the private driveway. d. In the case of construction of a new building, structure or other improvement upon or within a designated feature, the exterior of such improvement will not adversely affect and will be compatible with the external appearance of the existing feature.

The proposed alterations have been designed to be consistent with the original construction and previous additions to the house by maintaining the Craftsman architectural style, materials, and colors.

Section 2. This project is categorically exempt from CEQA per CEQA Guidelines section 15301 – Existing Facilities. None of the exceptions to the use of a categorical exemption, as identified in CEQA Guidelines section 15300.2, apply to this project. The proposed alterations to the historic home are consistent with the Secretary of the Interior’s Standards for the Treatment of Historic Properties for rehabilitation as the alterations the materials used are consistent with previous additions and the alterations are designed to avoid any significant visual impacts on existing historic construction.

Section 3. Based upon the findings set out above, the City Council hereby determines, concludes, and orders that the Use Permit be approved.

Section 4. The City Clerk is hereby directed to give notice of this decision to the Applicant by providing the Applicant with a copy of this resolution.

REGULARLY APPROVED this 20th day of February 2024 by the following roll call vote:

Ayes:

Noes:

Abstain:

Absent:

______________________________
BY: Evert Wolsheimer, Mayor
ATTEST:
______________________________
Gloisy Gonzalez-Langarica, City Clerk

STAFF REPORT
Meeting: City Council - Feb 20 2024
Agenda Heading: PUBLIC HEARINGS
Staff Contact: Gloisy Gonzalez-Langarica, City Clerk
Department: City Clerk
Title: Conduct a Public Hearing on the 2024 Weed Abatement Program and Adopt a Resolution Overruling Objections and Determining to Proceed with Weed Abatement
Recommendation(s):

Staff recommends the City Council hold a Public Hearing on the 2024 Weed Abatement Program and adopt a resolution overruling Objections and determining to proceed with Weed Abatement.

Background Information:

The City has a weed abatement process set forth in the City’s Municipal Code in Chapter 8.02.

Pursuant to Section 8.02.010, “No owner, agent, lessee or other person occupying or having charge or control of any building, lot or premises within the City of Monte Sereno shall permit weeds, brush, dirt, rubbish, rank growths and other hazardous material to remain upon said premises, or public sidewalks, or streets, or alleys between said premises and the centerline of any public street or alley.” To enforce this provision of the Municipal Code, the City works with Santa Clara County to remove weeds and brush throughout the City. On December 16, 2023, in coordination with the County of Santa Clara, property owners who have accumulated weeds and brush on their property were notified of the obligation to remove the weeds and brush.

On January 16, 2024, the City Council adopted a resolution declaring the existence of as nuisance caused by weeds, brush, dirt and other similar hazards existing on those properties within the City that have not complied with the written notice. (Municipal Code Section

8.02.050). The resolution identified the problem properties and created a deadline to address problem conditions. Per the Municipal Code, the owners must clean up those problem conditions within 30 days, unless that period is extended by written agreement with the City Engineer/Fire Marshal.

In accordance with Chapter 8.02, now that the 30-day period has passed, the City Council is holding a public hearing to consider objections to why the City should not cause abatement to take place on any properties where the owners have not cleaned up their weeds, brush, dirt, and other hazards.

After the public hearing, the City Council can adopt an order to abate. Under the Municipal Code, City staff or contractors are authorized to enter the properties after the City Council adopts an order to abate and remove the weeds and to assess the costs of abatement as a lien on the property. Liens are imposed after providing the owner with a report of costs that is confirmed by the City Council following another public hearing. The costs of such abatement can then be collected via the tax roll. This process allows the City to undertake uniform code enforcement simultaneously across all problem parcels in the City.

Fiscal Impact:

There are no unbudgeted fiscal impacts with this agenda item.

Public Noticing:

The City Council’s agenda was posted at City Hall and the agenda and this report appear on the City’s website.

Attachments:

Drafted Resolution
2024 Monte Sereno Commencement Report
Notice to Residents
Affidavit of Mailing

RESOLUTION NO. 24-XXXX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF MONTE SERENO

OVERRULING ANY OBJECTIONS AND DETERMINING TO PROCEED WITH WEED ABATEMENT WHEREAS, the City Council adopted Resolution 24-3896 on January 16, 2024, which by its terms the Council did declare as a public nuisance all weeds, dirt, rubbish, and other hazardous material growing, located or existing upon streets, sidewalks, alleys, or upon certain private property in the City; and
WHEREAS, the City Council fixed Tuesday, February 20, 2024, at the hour of 7:00 p.m. as the time and place for hearing all objections to the proposed destruction or removal of weeds, dirt, rubbish, or other hazardous material and the Fire Marshal did prepare Notices to destroy weeds and remove dirt, rubbish, and other hazardous material, and did, in the time and manner prescribed by Chapter 2 entitled “Weed Abatement” of Title 8 of the Monte Sereno Municipal Code, cause copies of the Notice to be conspicuously posted in three (3) prominent places in the City of Monte Sereno; and
WHEREAS, a Public Hearing to consider any objections was held on February 20, 2024 in accordance with Government Code section 54953(e).

NOW THEREFORE BE IT RESOLVED by the City Council of the City of Monte Sereno, as follows:

1. The City Manager or his designee is hereby ordered to abate the nuisance declared by Resolution No. 24-3896 by having weeds, dirt, rubbish, or other material removed pursuant to Chapter 8.02 of Title 8 of the Monte Sereno Municipal Code and, for this purpose, the City Manager or such persons as may be designated by the City Manager may enter upon private property to abate the nuisance. Any property owner may remove weeds, dirt, rubbish, or other hazardous material at his or her own expense prior to the arrival of the City Manager or designee to remove them.

2. Any objections to the proposed removal of weeds, dirt, rubbish, or other hazardous material were presented are hereby overruled, and such determination is final.

3. The City Manager or his designee shall keep an account of the cost of abatement in front of or on each separate parcel of land where work is done and prepare an itemized written report showing this cost, which shall be subject to confirmation and hearing by the City Council prior to being imposed as an assessment against the parcel, all as more particularly described in Chapter 8.02 of Title 8 of the Monte Sereno Municipal Code.

REGULARLY ADOPTED AND PASSED this 20th day of February 2024, by the following roll call vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

APPROVED:

BY: Evert Wolsheimer, Mayor
ATTESTED:

Gloisy Gonzalez-Langarica, City Clerk

Situs APN CITY/ST
2024 WEED ABATEMENT PROGRAM

COMMENCEMENT REPORT

CITY OF MONTE SERENO
1 15297 KARL AV 409-41-002 STUDYWITHGAMES LLC 15297 KARL AVE MONTE S 2 15315 KARL AV 409-41-003 CARSON, BARBARA L TRUSTEE PO BOX 6122 TAHOE C 3 15301 ROBIN ANNE LN 409-41-026 MEHRANY, ANAHITA TRUSTEE & ET 15301 ROBIN ANNE LN MONTE S 4 16215 SEABORN CT 410-20-052 HIGHWAY 9 VENTURES LLC 111 N MARKET ST UNIT 300 SAN JOSE 5 16219 SEABORN CT 410-20-053 HIGHWAY 9 VENTURES LLC 111 N MARKET ST UNIT 300 SAN JOSE 6 16221 SEABORN CT 410-20-054 HIGHWAY 9 VENTURES LLC 111 N MARKET ST UNIT 300 SAN JOSE 7 18305 CONSTITUTIO AV 410-29-002 SHIVSAN LLC 18305 CONSTITUTION AVE MONTE S 8 BECKY LN 410-42-013 WONG, GILBERT TRUSTEE P O BOX 700005 SAN JOSE 9 15136 VIA LOMITA 410-43-018 KHAN, ZULKI TRUSTEE & ET AL 15136 VIA LOMITA MONTE S 10 15890 MATILIJA DR 510-07-038 MILLER, RONALD J AND JOAN T 15890 MATILIJA DR MONTE S 11 16005 GREENWOOD LN 510-10-041 26455 ST FRANCIS LLC 18640 SUTTER BLVD STE 100 MORGAN 12 18240 BANCROFT AV 510-12-002 MASSIH, MALIHEH 17260 NALOR CT LOS GATO 13 16301 RIDGECREST AV 510-21-036 SPENCE, ARTHUR L 16301 RIDGECREST AVE MONTE S 14 16255 RIDGECREST AV 510-21-058 ROOHPARVAR, FARIBORZ F AND 16255 RIDGECREST AVE MONTE S 15 16363 RIDGECREST AV 510-21-069 BANDA, SUMANTH AND REDDY , 2212 CORONET DR SAN JOSE 16 16177 RIDGECREST AV 510-21-083 TABARI, K K AND DORIS M TRUSTEE 16177 RIDGECREST AVE MONTE S 17 SCOTT DR 510-21-094 MISSERLIAN, MIHRAN AND 888 BRANNAN ST STE 160 SAN FRAN 17 records of 17 Santa Clara County Weed Abatement Program

NOTICE OF PUBLIC HEARING TO DESTROY WEEDS AND BRUSH AND REMOVE DIRT,

RUBBISH AND OTHER HAZARDOUS MATERIAL
NOTICE IS HEREBY GIVEN that on January 16, 2024, pursuant to the provisions of the Monte Sereno City Municipal Code Section 8.02.05, the City Council passed a resolution declaring that all weeds, dirt, rubbish and other hazardous material growing, located or existing upon any private property or in any street, sidewalk or alley constitute public nuisance, which nuisance must be abated by the destruction or removal thereof, otherwise they will be removed and the nuisance abated by the City and the cost of the removal shall be assessed upon the lots and lands from which, or from the front or rear of which, such weeds, dirt, rubbish or other hazardous material shall have been removed and such cost will constitute a lien upon such land until paid.

NOTICE IS FURTHER GIVEN that property owners shall, within thirty (30) days after the adoption of such resolution, or within the time specified in a written agreement with the City Manager or his representatives , whichever time shall be later, destroy or remove all such weeds, brush, dirt, rubbish and other hazardous material from their property, the abutting sidewalks, and the abutting half of the street in front and alleys, if any, behind such property, and between the lot lines thereof as extended, or such weeds, brush, dirt, rubbish and other hazardous material will be destroyed or removed and such nuisance abated by the City of Monte Sereno. Should the City be required to abate the nuisance, the cost of such destruction or removal will be assessed upon the lots and lands from which, or from the front or rear of which, such weeds, brush, dirt, rubbish or other hazardous material shall have been destroyed or removed; and such cost will constitute a lien upon such lots or lands until paid, and will be collected upon the next tax roll upon which general municipal taxes are collected .

All property owners having any objections to the proposed destruction or removal of such weeds, dirt, rubbish or other hazardous material are hereby notified to attend a meeting of the City Council of the City of Monte Sereno at 18041 Saratoga-Los Gatos Rd., Monte Sereno, California, to be held on Tuesday, February 20, 2024, at 7:00 p.m., or as soon thereafter as the matter can be heard, when their objections will be heard and given due consideration.

Date: January 22, 2024
Monte Sereno City Council
By: ______________________________
Gloisy Gonzalez-Langarica, City Clerk
18041 Saratoga-Los Gatos Road
Monte Sereno, California 95030-4299
Telephone: 408.354.7635
Fax: 408.395.7653
www.cityofmontesereno.org
DocuSign Envelope ID: F957554F-AF7C-4563-A21A-E12246AEC622

STAFF REPORT
Meeting: City Council - Feb 20 2024
Agenda Heading: NEW BUSINESS
Staff Contact: Diana Perkins, City Planner
Department: City Planner
Title: Discuss and Provide Direction to Staff Regarding Possible Modifications to the Tree Preservation Ordinance
Recommendation(s):

Staff does not recommend modifications to the Tree Preservation Ordinance as the concerns raised are addressed by the current Municipal Code standards.

Background Information:

At the April 1, 2023 City Council’s meeting, the Council included the review of the Tree Preservation Ordinance to ensure that dangerous trees can be easily removed from private property as part of the goals for Fiscal Year 2023/2024. Additionally, a written public comment was received at that meeting and is included in Attachment 1.

Following is a summary of the current Municipal Code permitting requirements for tree removal requests (Municipal Code section 10.15 is included in Attachment 2):

Item Current Municipal Code
Requirement
When is a permit required to remove a
tree?
A permit is required to remove a tree based
on the species and size of the tree as
follows:
 An Oak or Redwood tree measuring 20
inches or greater in circumference at four
feet above grade level.
 Any other tree species measuring 25
inches or greater in circumference at four
feet above grade level.

Permit Process An application can be completed online or a hardcopy application can be submitted at
City Hall.

Item Current Municipal Code
Requirement
Staff reviews applications for dead trees,
hazardous trees, and unsuitable trees. No
application is required for a staff level review.

Applications to remove trees that do not
meet the requirements above are heard by
the Site and Architectural Commission. An
application fee of $100 is required.

Definition of Dead Trees The definition of a Dead Tree includes diseased or dying trees are follows:
“"Dead tree" means a significant tree that is
no longer alive, has been removed beyond
repair, or is in an advanced state of decline
(where an insufficient amount of live tissue,
green leaves, limbs or branches exists to
sustain life) and has been determined to be
in such a state by a certified arborist during a
non-dormant or other natural stage of the
tree that would minimize the likelihood that
the tree would be mistakenly identified as
being in such a dead state.”
Definition of Unsuitable Trees The following trees are defined as unsuitable as they are either invasive, non-native, or
susceptible to disease:
 Eucalyptus, Blue Gum
 Eucalyptus, Red Gum
 Black Acacia
 Tree of Heaven
 Tulip tree
 Palm
 Privet
 Monterey Pine
 Fruit trees
Exemptions to Permit Requirements A permit is not required to remove any tree in the following conditions:

Item Current Municipal Code
Requirement
A. In case of emergency when a significant tree
is hazardous or dangerous to life or property and
its removal has been approved by order of the
City Manager or the Manager's designee.

B. To any franchised public utility or
representative of the City removing trees which
interfere with the safe operation of the public
service or public right-of-way for which they are
responsible.

For reference, Attachment 3 to the staff report includes a comparison of the Tree Removal Permit requirements in the Town of Los Gatos and City of Saratoga.

Analysis:

At the April 1, 2023 City Council goal setting workshop, a written communication was received from a resident with concerns that the Municipal Code requirements for tree preservation may hinder the ability for property owners to remove dead or hazardous trees (Attachment 1). The Council members expressed similar concerns, including that the permitting process may slow down the ability for property owners to remove such a tree.

Following is a discussion on the concerns that were raised and how the Municipal Code currently addresses each item.

Permitting Process
Concern about the current permitting requirements for dead or unsuitable trees was raised at the goal setting workshop on April 1, 2023. Concern was raised that the permitting process may slow down the removal of such trees, which can be a danger or a hazard. Also, the permitting process may discourage the removal of these potentially dangerous trees.

The permitting process is generally an expeditious process. Following is a summary of the types of Tree Removal Permit applications received and acted upon in the past two years:

Tree Removal Permit Applications Received 2022-2023
Number of Tree Removal Permit
Applications Received
Applications for dead trees
Applications for hazardous trees
Applications for unsuitable trees
All other applications
36 31
20 17

Tree Removal Permit Applications Received 2022-2023
Total 104
Average Number of Calendar Days for
Staff to Contact Applicant After
Application is Received

1.6 Days
Number of Applications Reviewed by
Staff
83 Number of Applications Reviewed by Site
and Architectural Commission
14 Percent of Applications Approved 92%
(7 applications are currently active with no
decision made)
Although approval to remove a dead or unsuitable tree is always approved, staff sees a benefit to require a permit in that it allows staff to verify the condition or species of the tree. Also, the permit provides a record of the approved removal in the event that a neighboring resident inquires about the reason for the removal. Lastly, the permitting process allows staff to require a replacement tree to be planted on the property as a condition of approval. One replacement tree is typically required for each tree removed on order to maintain the character of the city.

The public comment received (Attachment 1) noted that a flyer could be sent to residents to encourage the removal of such dead or unsuitable trees. Staff can develop such a flyer and post it on City’s web site, at the front counter at City Hall, and include such information in a future Peaceful Mountain Monitor newsletter.

Abatement of Dangerous Trees
The second concern raised was regarding the abatement of dangerous trees. Ensuring the city has the ability to require a property owner to remove a tree that presents a hazard was noted as a desire.

The Municipal Code currently includes section 6.17.010 which declares items that are considered a nuisance and includes the following items related to trees and vegetation:

6.17.010 - Nuisances; what constitutes.

Each and every one of the following conditions or acts is hereby declared to be a nuisance:

Fire hazards: Dry or dead shrub, dead tree, combustible refuse and waste, or any material growing on a public or private street or sidewalk, or upon private property within the City of Monte Sereno (hereinafter called the "City"), which by reason of its size,

manner of growth and location constitutes a fire hazard to a building, improvement, crop or other property, or when dry, will in reasonable probability constitute a fire hazard.

H. Maintenance of Property: It is hereby declared a public nuisance for any person owning, leasing, occupying or having charge or possession of any premises in this City to maintain such premises in such manner that any of the following conditions are found to exist thereon:

4. Overgrown vegetation;
a. Causing detriment to neighboring properties or property values or causing a hazardous condition to pedestrian and/or vehicular traffic; or b. Likely to harbor rats, vermin and other nuisances.

5. Dead trees, weeds and debris:
a. Dangerous to public safety and welfare; or
b. Detrimental to nearby property or property values.

Items that are declared a nuisance in the Municipal Code are enforced by the city’s Code Enforcement Officer. As part of the code enforcement process, staff will contact the property owner to inform them of the violation and set a compliance date for when the violation needs to be corrected. Staff will work with the property owner to address the violation. If the issue is not resolved in a reasonable time, staff has the authority to impose fines on the property owner. If the issue is still not resolved, the item can be brought to the City Council for authorization to abatement the nuisance or hazardous condition and place the expenses as a special assessment against the property.

The current Municipal Code abatement and code enforcement process allows staff to address trees that are dead or determined to be a hazard.

Public Roadway Maintenance
The third concern raised was regarding the ability of the city to require property owners to ensure their trees and other landscaping do not interfere with public roadways.

In addition to the items declared a nuisance as discussed above, the Municipal Code also includes the following declaration specifically related to impacts on public sidewalks, streets, and alleys:

6.17.010 - Nuisances; what constitutes.

Each and every one of the following conditions or acts is hereby declared to be a nuisance:

Fire hazards: Dry or dead shrub, dead tree, combustible refuse and waste, or any material growing on a public or private street or sidewalk, or upon private property within the City of Monte Sereno (hereinafter called the "City"), which by reason of its size, manner of growth and location constitutes a fire hazard to a building, improvement, crop or other property, or when dry, will in reasonable probability constitute a fire hazard.

A. Hazardous obstructions: An obstacle, landscaping or thing installed, or maintained in the corner setback area reaching a height higher than thirty (30) inches above the adjoining top of curb at the applicable corner of the street intersection, or thirty (30) inches above the nearest pavement surface where there is no curb, or the existing traveled roadway at the corner in question where there is no curb or pavement. Hazardous obstructions do not mean existing or future permanent buildings, otherwise constructed or maintained, in accordance with applicable zoning and building regulations, public utility poles, trees trimmed at the trunk at least eight (8) feet above the level of the ground surface, provided trees are spaced so that trunks do not obstruct the vision of motorists.

H4. Overgrown vegetation;
a. Causing detriment to neighboring properties or property values or causing a hazardous condition to pedestrian and/or vehicular traffic; This Municipal Code section requires property owners to ensure their trees and landscaping do not interfere with the public sidewalks, streets, and alleys and provide staff with the ability to enforce these codes. The City’s Code Enforcement Officer follows up on these types of complaint that are received and notifies the property owner of corrections required. An abatement process is also defined in this section of the Municipal Code to allow the City Council to provide authorization for abatement of the violation and placing the expenses as a special assessment against the property.

The current Municipal Code Title 6 provides staff with the authority to require property owners to address any trees or landscaping that is interfering with the public sidewalks and streets.

California Environmental Quality Act:

This discussion item is not a project as defined under CEQA.

Alternatives:

1. Provide direction to staff and changes to the current Tree Preservation Ordinance or other Municipal Code sections.

2. Do not direct changes be made to the Tree Preservation Ordinance or other Municipal Code sections.

Conclusion:

Staff does not recommend any modifications to the Tree Preservation Ordinance as the current Municipal Code requirements address the concerns raised by the public and the Councilmembers.

However, additional public awareness of the potential fire hazard of certain tree species, dead or dying trees, and other hazardous tree issues could be beneficial for the community. Staff can provide additional information to the public through articles in the Peaceful Mountain Monitor, social media postings, and a direct mailing to each household in the city regarding potentially hazardous tree conditions and options to mitigate such conditions.

Public Noticing:

The City of Monte Sereno's council meeting agenda was posted on the bulletin board outside of Monte Sereno City Hall and the agenda with this staff report can be accessed on The City of Monte Sereno's website located at www.montesereno.org.

Attachments:

1. Public Comment Received to April 1, 2023 Goal Setting Meeting

2. Tree Preservation Requirements Municipal Code 10.15

3. Tree Removal Permit Requirements Comparison

From: Allison Zeidler
To: Gloisy Gonzalez-Langarica
Subject: Fwd: Updating Tree Code for Public Safety
Date: Thursday, March 30, 2023 7:34:36 AM
Hi Gloisy. I'm copying you also on my "public comment." Sorry I should have put you on the original email.

Allison
---------- Forwarded message ---------
From: Allison Zeidler <[email protected]>
Date: Thu, Mar 30, 2023 at 7:28 AM
Subject: Updating Tree Code for Public Safety
To: <[email protected]>, Javed Ellahie <[email protected]>, Rowena Turner <[email protected]>, <[email protected]>, <[email protected]>
CC: Diana Perkins <[email protected]>, Lon Allan <[email protected]>, Steve Leonardis <[email protected]>
Dear City Council:

Given the increasing strength of storms and wildfires, it seems like a good time to revisit our tree ordinances.Historically, the Monte Sereno Municipal Code has focused on tree preservation and been largely silent on preventative tree maintenance.In recent storms, many dead, diseased and unsuitable trees fell, causing property damage and blocking roadways around Monte Sereno. The City may want to update our Municipal Code to differentiate between trees to preserve and those to remove or trim for public safety.

Three areas of potential revision include tree removal permitting, abatement, and public roadway maintenance.

Permitting - First, we could consider suspending or eliminating permit requirements for removal of dead or unsuitable trees.Unsuitable trees under our Code include certain Eucalyptus, Acacia, Palm, Monterey Pine, and a few other varieties.We could also send a flyer notifying residents of any change to encourage removal of such dead or unsuitable trees.

Abatement - Second, we could add “Hazardous Trees” to our weed and brush abatement statute.Chapter 8.02 of the Code requires that residents remove dry brush, weeds, fallen limbs and other hazards from their property.We could require that residents also abate Hazardous Trees, defined as those that are dead, severely diseased, or deemed hazardous by an ISA Certified Arborist.The City could have the ultimate determination in the case of competing arborist opinions.

Public Roadway Maintenance - Third, we could add provisions that require residents to keep the trees on their property from interfering with public roadways.Los Gatos does.

Following are a few provisions from Chapter 26 of the Los Gatos Town Code that we might tailor and add to the Monte Sereno Municipal Code:

Los Gatos Town Code Sec. 26.10.055. – “Certain trees, etc., declared a public nuisance.” “(a)Any tree, shrub, plant or part thereof growing in, or overhanging, a public street or right-of-way interfering with the use of any public street or public place in the Town, or tree which, in the opinion of the Director, endangers the life, health, safety, comfort or property of any persons using such public street, or in such public place, because of the tree's or shrub's location, condition of its limbs, roots or trunk, or because of its diseased condition, is hereby declared to be a public nuisance.” . . .

Los Gatos Town Code Section 26.30.010. “Notice to property owner to remove, trim, etc”
“When any tree, or part of a tree appears to be dead, decayed, injured, insecurely rooted, or for any other reason likely to break apart or fall, and the tree is either located on a public street or any other public property, or overhangs or is likely to fall upon any public street or other public property, the Director shall notify the owner or person in possession of the property to cut down, trim or remove the tree, as the extent of the apparent damage and hazard may require. Where a tree or part of a tree is in the condition described in this section, and constitutes an immediate danger to members of the public using a public street or any other public property, the Director may, taking only such steps as are reasonable under the circumstances to notify the owner or occupant of the property, cut down, trim or remove the tree, as reasonably necessary to alleviate the hazard.” Los Gatos actively maintains its City trees.We may not have sufficient budget.If we were to adopt a similar provision instead of “the Director shall notify” we might state “the City may notify.”Further, we could add the language Los Gatos uses that clarifies the liability remains with the property owners, as follows:

Los Gatos Town Code Sec. 26.10.060. – “Maintenance and removal of trees.” Subsection (d) provides,“Nothing in this chapter shall be deemed to impose any liability upon any member of the Town Council, or the Town or any of its officers or employees, or to relieve the owner and the occupant of any private property from the duty to keep the property, and the sidewalks and parkway in front of the property in a safe condition, and not hazardous for public travel.”
In summary, Monte Sereno might enhance public safety by updating its Code with respect