Agenda packet — Santa Ana City Council, March 21, 2023 (part 7 of 7)

*Resource Name or #: Grover Collins House
B1. Historic Name: Grover Collins House
B2. Common Name: Same
B3. Original Use: Single-family Residence B4. Present Use: Single-family Residence *B5. Architectural Style: Ranch House
*B6. Construction History: (Construction date, alterations, and date of alterations):

May 27, 1957. Permit to construct a 6 room residence and garage. $17,000. *B7. Moved? No Yes Unknown Date:__________ Original location:_______ _______ *B8. Related Features: Detached Garage.

B9a. Architect: Unknown b. Builder: Roy Russell
*B10. Significance: Theme Residential Architecture Area Santa Ana Period of Significance: 1957 Property Type: Single-family Residence Applicable Criteria: C/3 (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity) The Grover Collins House is architecturally significant as a highly intact example of a Ranch style tract house in Santa Ana, owned and constructed by prolific Santa Ana developer Roy Russell. According to City building records, it was built in 1957 for approximately $17,000. According to City directories, by 1960, the house was sold to Grover G Collins, who lived on the property until circa 1975 (when records discontinued listing the homeowner). City directory records indicate that Donald McNealy owned the home in 2000, and in 2008 it was owned by Dexter Whitfield. (See Continuation Sheet 3 of 4.)
B11. Additional Resource Attributes: (List attributes and codes) *B12. References:

City of Santa Ana Building Permits
Santa Ana History Room Collection, Santa Ana Public Library Sanborn Maps
(See Continuation Sheet 3 of 4.)
B13. Remarks:
*B14. Evaluator: Leslie Heumann/Chattel Inc.
*Date of Evaluation: January 19, 2023
DPR 523B
(1/95) *Required information
Sketch Map
(This space reserved for official comments.)
Grover Collins House
947 West Buffalo Avenue
N
City Council 21 – 287 3/21/2023
State of California  The Resources Agency Primary # _____________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI # ________________________________________________ CONTINUATION SHEET Trinomial _____________________________________________

Page 3 ends

*Recorded by Andrea Dumovich Heywood *Date January 19, 2023 Continuation  Update DPR 523L
*P3a. Description (continued):

Steel-frame, multi-lite casements and single or double-hung wood windows appear on both east and west side facades.

Fenestration along the rear façade includes two large wood-frame multi-lite fixed windows flanked by single or double-hung wood windows, and an aluminum-frame sliding glass door window that is situated within a rear covered patio. An interior brick chimney rises above the roofline near the building’s west façade. A detached garage is located at the northwest corner of the parcel (Figure 7). The property is landscaped with a lawn, low vegetation, a brick-clad pathway located in the middle of the front yard that leads to the entrance, and a long driveway that leads towards the rear, detached garage. *B10. Significance (continued):

Santa Ana was founded by William Spurgeon in 1869 as a speculative town site on part of the Spanish land grant known as Rancho Santiago de Santa Ana. The civic and commercial core of the community was centered around the intersection of Main and Fourth Streets. Stimulated by the arrival of the Santa Fe Railroad and incorporation as a city in 1886, and selection as the seat of the newly created County of Orange in 1889, the city grew outwards, with residential neighborhoods developing to the north, south, and east of the city center. Agricultural uses predominated in the outlying areas, with cultivated fields and orchards dotted with widely scattered farmhouses.

Since the second half of the twentieth century, the neighborhood in which the Grover Collins House is located has been known as West Floral Park. Bounded by Santiago Creek on the north, West Seventeenth Street on the south, North Flower Street on the east and North Bristol Street on the west, this residential area largely developed after 1947. Prior to that time, the area was primarily agricultural, and other than Flower Street, which was improved with houses during the 1920s and 1930s, contained only a handful of residences on Baker and Bristol Streets, the City Water Works pumping plant at 2315 North Bristol Street, and the Animal Shelter and City/County Pound at 2321 North Bristol Street. Between 1947 and 1950, around two dozen homes were constructed on Baker, Olive, Towner, and Westwood Streets. Construction boomed throughout the neighborhood during the 1950s, with the California Ranch emerging as the favored residential style.

The Grover Collins House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as a highly intact example of a speculatively built Ranch Style house by prolific developer Roy Russell from the mid-1950s. The recommended categorization is “Key” because it has a distinctive architectural style and quality reflective of the Ranch style (Santa Ana Municipal Code, Section 30-2.2). Character-defining features of the Grover Collins House include, but may not be limited to: horizontal massing; low-pitched complex hipped roof clad in wood shingles; broad, overhanging eaves with exposed rafter tails; combination of exterior materials including stucco, brick, wood lap, and distinctive board and batten siding; front porch entry characterized by a low brick wall and single wood post; X-paneled and partially glazed front door; multi-lite windows with original wood shutters that have scalloped wood detailing; distinctive steel-frame, multi-lite casement window at the southwest corner with architectural brackets below; steel-frame, multi-lite casement windows and wood windows consisting of the single-hung veriety and multi-lite fixed windows.
*B12. References (continued):

Ancestry.com. California, Death Index, 1940-1997 [database on-line]. Provo, UT, USA: Ancestry.com Operations Inc, 2000.

Harris, Cyril M. American Architecture: An Illustrated Encyclopedia. New York, WW Norton, 1998.

Marsh, Diann. Santa Ana, An Illustrated History. Encinitas, Heritage Publishing, 1994.

McAlester, Virginia and Lee. A Field Guide to American Houses. New York: Alfred A. Knopf, 1984.

National Register Bulletin 16A. “How to Complete the National Register Registration Form.” Washington DC: National Register Newspapers.com (Santa Ana Register)
Branch, National Park Service, US Dept. of the Interior, 1991.

Office of Historic Preservation. “Instructions for Recording Historical Resources.” Sacramento: March 1995.

Whiffen, Marcus. American Architecture Since 1780. Cambridge: MIT Press, 1969.

Santa Ana and Orange County Directories, 1950-1990.

City Council 21 – 288 3/21/2023
State of California  The Resources Agency Primary # _____________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI # ________________________________________________ CONTINUATION SHEET Trinomial _____________________________________________

Page 4 ends

*Recorded by Andrea Dumovich Heywood *Date January 19, 2023 Continuation  Update DPR 523L
Additional Figures:

Figure 2. Exposed rafter detail, facing northwest. Figure 3. Distinctive board and batten siding, facing northwest.

Figure 4. View of detached garage, facing north. Figure 5. Corner window that projects outward from the façade and wraps around the building’s southwest corner, facing northeast.

Figure 6. Two identical, steel-frame, multi-lite casement windows, facing north.

Figure 7. View of detached garage, facing north.

City Council 21 – 289 3/21/2023

MILLS ACT AGREEMENT
947 West Buffalo Avenue
Santa Ana, CA 92706
- 1 -
Exhibit C
Exterior work shall be reviewed by the Historic Resources Commission and subject to the U.S.

Secretary of the Interior’s Standards for Rehabilitation of Historic Buildings, as follows:

1. Every reasonable effort shall be made to provide a compatible use for a property which requires minimal alteration of the building, structure, or site and its environment, or to use a property for its originally intended purpose.

2. The distinguishing original qualities or character of a building, structure or site and its environment shall not be destroyed. The removal or alteration of any historic material or distinctive architectural features should be avoided when possible.

3. All buildings, structures, and sites shall be recognized as products of their own time. Alterations that have no historical basis and which seek to create an earlier appearance shall be discouraged.

4. Changes which may have taken place in the course of time are evidence of the history and development of a building, structure, or site and its environment.

These changes may have acquired significance in their own right, and this significance shall be recognized and respected.

5. Distinctive stylistic features or examples of skilled craftsmanship which characterize a building, structure, or site shall be treated with sensitivity.

6. Deteriorated architectural features shall be repaired rather than replaced, whenever possible. In the event replacement is necessary, the new material should match the material being replaced in composition, design, color, texture, and other visual qualities. Repair or replacement of missing architectural features should be based on accurate duplications of features, substantiated by historic, physical, or pictorial evidence rather than on conjectural designs or the availability of different architectural elements from the other buildings or structures.

7. The surface cleaning of structures shall be undertaken with the gentlest means possible. Sandblasting and other cleaning methods that will damage the historic building materials shall not be undertaken.

8. Every reasonable effort shall be made to protect and reserve archaeological resources affected by, or adjacent to any project.

9. Contemporary design for alterations and additions to existing properties shall not be discouraged when such alterations and additions do not destroy significant historical, architectural or cultural material, an such design is compatible with City Council 21 – 290 3/21/2023

MILLS ACT AGREEMENT
947 West Buffalo Avenue
Santa Ana, CA 92706
- 2 -
size, scale, color, material and character of the property, neighborhood, or environment.

10. Wherever possible, new additions or alterations to structures shall be done in such a manner that if such additions or alterations need to be removed in the future, the essential form and integrity of the structure would be unimpaired.

City Council 21 – 291 3/21/2023
Planning and Building Agency
Item # 1
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Historic Resources Commission Staff Report
January 19, 2023
Topic: HRCA No. 2022-27, HRC 2022-17, HPPA No. 2022-24 – Grover Collins House

RECOMMENDED ACTION

1. Adopt a resolution approving Historic Resources Commission Application No. 2022-27 and Historic Register Categorization No. 2022-17 (Exhibit 1).

2. Recommend that the City Council authorize the City Manager and Clerk of the Council to execute the attached Mills Act agreement with Matthew L. and Robert D. Hale, subject to non-substantive changes approved by the City Manager and City Attorney (Exhibit 2).

EXECUTIVE SUMMARY
Matthew L. and Robert D. Hale are requesting approval to designate an existing residence located at 947 West Buffalo Avenue to the Santa Ana Register of Historical Properties, as well as approval to execute a Mills Act agreement with the City of Santa Ana.

DISCUSSION
Project Location and Site Description
The subject property is located on the north side of West Buffalo Avenue in the West Floral Park neighborhood. The site contains a 1,741-square-foot, Ranch style residence and detached garage on a 7,860-square-foot residential lot (Exhibit 3).

Analysis of the Issues
Historical Listing
In March 1999, the City Council approved Ordinance No. NS-2363 establishing the Historic Resources Commission and the Santa Ana Register of Historical Properties. The Historic Resources Commission may, by resolution and at a noticed public hearing, designate as a historical property any building or part thereof, object, structure, or site having importance to the history or architecture of the city in accordance with the criteria Historic Resources Commission 17 1/19/2023
Exhibit 14
City Council 21 – 292 3/21/2023
HRCA No. 2022-27, HRC 2022-17, HPPA No. 2022-24 – Grover Collins House January 19, 2023

Page 2 ends

set forth in Section 30-2 of the Santa Ana Municipal Code (SAMC). This project entails applying the selection criteria established in Chapter 30 of the Santa Ana Municipal Code (Places of Historical and Architectural Significance) to determine if this structure is eligible for historic designation to the Santa Ana Register of Historical Properties. The first criterion for selection requires that the structures be 50 or more years old.

The structure identified meets the minimum selection criteria for inclusion on the Santa Ana Register of Historical Properties pursuant to criteria contained in Section 30-2 of the Santa Ana Municipal Code, as the structure is 66 years old and is a good example of period architecture. No known code violations exist on record for this property.

The Grover Collins House is architecturally significant as a representative example of a highly intact Ranch style tract home in Santa Ana, owned and constructed by prolific Santa Ana developer Roy Russell. According to City building records, it was built in 1957 for approximately $17,000. City directories indicate by 1960, the house was sold to Grover G Collins, who lived on the property until circa 1975 (when records discontinued listing the homeowner). City directory records indicate that Donald McNealy owned the home in 2000 and in 2008 it was owned by Dexter Whitfield.

The Grover Collins House is a one-story, single-family Ranch Style residence with detached garage. Asymmetrical in design, the house exhibits a horizontal emphasis expressed through a low-pitched, complex hipped roof with broad, overhanging eaves and exposed rafters. The exterior of the house is clad primarily in a combination of stucco, brick, and distinctive board and batten siding. The primary (south) façade contains five architectural bays, with two window bays on either side of the central main entrance bay, which is located within the front porch. The four window bays along the primary façade are steel-frame, multi-lite casement windows. The western-most window is a corner window that projects on brackets outward from the façade and wraps around the building’s southwest corner. Two identical windows are situated east of the main entrance, with a smaller window to the west of the main entrance. Wooden shutters with scalloped detailing outfit the three windows along the primary façade. The front porch is characterized by a low brick wall that wraps around the west half of the primary façade, and single wood post that supports the partial width front porch. The entry features an Xpaneled and partially glazed front door beneath a wood lap-clad porch ceiling. Brick siding extends east of the entry porch, below the identical steel-frame windows. Steel-frame, multi-lite casements and single or double-hung wood windows appear on both east and west side facades. Fenestration along the rear façade includes two large wood-frame multi-lite fixed windows flanked by single or double-hung wood windows, and an aluminum-frame sliding glass door window that is situated within a rear covered patio. An interior brick chimney rises above the roofline near the building’s west façade.

A detached garage is located at the northwest corner of the parcel. The property is landscaped with a lawn, low vegetation, a brick-clad pathway located in the middle of the

Historic Resources Commission 18 1/19/2023
City Council 21 – 293 3/21/2023
HRCA No. 2022-27, HRC 2022-17, HPPA No. 2022-24 – Grover Collins House January 19, 2023

Page 3 ends

front yard that leads to the entrance, and a long driveway that leads towards the rear, detached garage.

Character-defining features of the Grover Collins House include, but may not be limited to: horizontal massing; low-pitched complex hipped roof clad in wood shingles; broad, overhanging eaves with exposed rafter tails; combination of exterior materials including stucco, brick, wood lap, and distinctive board and batten siding; front porch entry characterized by a low brick wall and single wood post; X-paneled and partially glazed front door; multi-lite windows with original wood shutters that have scalloped wood detailing; distinctive steel-frame, multi-lite casement window at the southwest corner with architectural brackets below; steel-frame, multi-lite casement windows and wood windows consisting of the single-hung variety and multi-lite fixed windows.

The Grover Collins House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as a highly intact example of a speculatively-built Ranch Style house by prolific developer Roy Russell from the mid-1950s. The recommended categorization is “Key” because it has a distinctive architectural style and quality reflective of the Ranch style. This category is reserved for structures exemplifying greater architectural significance than the “Contributive” category, in addition to contributing to the overall neighborhood or district within the City of Santa Ana. The property is worthy of “Key” status due to the building’s Ranch style and quality craftsmanship which features wide overhanging eaves with exposed rafters; wood shingle roof; grouped, steel-frame casement windows with wood shutters, among other original features.

Mills Act Agreement
Ordinance No. NS-2382 authorized the Historic Resources Commission to execute Historic Property Preservation Agreements (HPPA), commonly known as Mills Act agreements for eligible properties (Exhibit 2). To be eligible for the Mills Act, the property must be listed on the Santa Ana Register of Historical Properties. The Historic Resources Commission Application and Historic Register Categorization actions proposed for this site authorize the listing of the property on the local register. The agreement provides monetary incentives to the property owner in the form of a property tax reduction in exchange for the owner’s voluntary commitment to maintain the property in a good state of repair as necessary to maintain its character and appearance. Once recorded, the agreement generates a different valuation method in determining the property’s assessed value, resulting in tax savings for the owner. Aside from the tax savings, the benefits include:
• Long term preservation of the property and visual improvement to the neighborhood • Allows for a mechanism to provide for property rehabilitation • Provides additional incentive for potential buyers to purchase historic structures • Discourages inappropriate alterations to the property

Historic Resources Commission 19 1/19/2023
City Council 21 – 294 3/21/2023
HRCA No. 2022-27, HRC 2022-17, HPPA No. 2022-24 – Grover Collins House January 19, 2023

Page 4 ends

The property has no identified unauthorized modifications. Upon consideration of the application, it is recommended that the City enter into a Historic Property Preservation Agreement.

Following the purchase of the home in 2017, the property underwent improvements including interior and exterior upgrades and restoration. The overall exterior work included window restoration (which maintained the original window frames and glass), driveway gate repair, and painting in 2019. The following year, exterior work involved front door hardware restoration and landscape improvements. In 2022, landscape improvements continued and exterior light fixtures were improved with period-correct pieces. Overall, future improvements proposed by the homeowner during the initial ten years of the Mills Act Agreement include replacing the garage door, painting, chimney maintenance, replacement of wood shingle roof in-kind to match existing, driveway and rear patio concrete repair, and general on-going maintenance. During the 2022 site visit, staff noted that the building’s roof maintains compatible wood shingles, which is a character defining feature of the house. The owner desires to maintain the roof’s wood shingle style and will work with staff to ensure that the proposed new roof will be compatible and maintain the existing wood shingle look and/or material as part of the Mills Act Agreement for this property.

As part of the mills act approval process, staff will work with the applicant to ensure that a bronze plaque is installed honoring and recognizing the structure. The plaque will include the historic name, address, year built, and local historic register designation.

Lastly, the site will be subject to general maintenance and upkeep requirements including, but not limited to, replacement or restoration of damaged character-defining features, landscaping upkeep, painting, etc. These improvements will be subject to review and approval by staff. Upon consideration of the application, it is recommended that the City enter into a Historic Property Preservation Agreement.

Public Notification
The subject site is located within the West Floral Park Neighborhood Association. The president of this Neighborhood Association was notified by mail 10 days prior to this public hearing. In addition, the project site was posted with a notice advertising this public hearing, a notice was published in the Orange County Reporter and mailed notices were sent to all property owners within 500 feet of the project site. At the time of this printing, no correspondence, either written or electronic, has been received from any members of the public.

ENVIRONMENTAL IMPACT
Pursuant to the California Environmental Quality Act (CEQA) and the CEQA Guidelines, the project is exempt from further review pursuant to Section 15331 of the CEQA Guidelines (Class 31 – Historical Resource Restoration/Rehabilitation) as these actions

Historic Resources Commission 20 1/19/2023
City Council 21 – 295 3/21/2023
HRCA No. 2022-27, HRC 2022-17, HPPA No. 2022-24 – Grover Collins House January 19, 2023

Page 5 ends

are designed to preserve historic resources. Based on this analysis, a Notice of Exemption, Environmental Review No. 2022-102 will be filed for this project.

FISCAL IMPACT
The Historic Property Preservation Agreement will reduce the Property Tax revenue account 01102002-50011 to the City by an estimated $848.30 annually, for a period of not less than ten years.

EXHIBIT(S)

1. Resolution

2. Mills Act Agreement

3. 500-Foot Radius Map
Submitted By:

Andrea Heywood, Associate Planner
Approved By:

Minh Thai, Executive Director of Planning and Building Agency, Planning and Building Agency

Historic Resources Commission 21 1/19/2023
City Council 21 – 296 3/21/2023

FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2023-XXX

Page 1 of 5 ends

RESOLUTION NO. 2023-XXX

A RESOLUTION OF THE HISTORIC RESOURCES

COMMISSION OF THE CITY OF SANTA ANA APPROVING

HISTORIC RESOURCES COMMISSION APPLICATION
NO. 2022-27 TO PLACE THE PROPERTY LOCATED AT
947 WEST BUFFALO STREET, SANTA ANA, ON THE

HISTORICAL REGISTER AND APPROVING HISTORIC
REGISTER CATEGORIZATION NO. 2022-17 PLACING

SAID PROPERTY WITHIN THE KEY CATEGORY

BE IT RESOLVED BY THE HISTORIC RESOURCES COMMISSION OF THE CITY OF SANTA ANA AS FOLLOWS:

Section 1. The Historic Resources Commission of the City of Santa Ana hereby finds, determines, and declares as follows:

A. On January 19, 2023, the Historic Resources Commission held a duly noticed public hearing for the placement on the Santa Ana Register of Historical Properties (Historic Resources Commission Application No. 2022-27) and categorization (Historic Resources Commission Categorization No. 2022-17) of the Grover Collins House located at 947 West Buffalo Avenue, Santa Ana.

B. The Grover Collins House has distinctive architectural features of the Ranch style and was built in 1957.

C. The Grover Collins House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as a highly intact example of a speculatively built Ranch Style house by prolific developer Roy Russell from the mid-1950s. The house displays characteristics of the Ranch style through its use of single-story, horizontal massing; broad overhanging eaves with exposed rafter tails; low-pitched hipped roof clad in wood shingles; asymmetrical façade; brick, wood lap, and distinctive board and batten siding; partial recessed entry; grouped casement windows with wood shutters; and a brick planter. The recommended categorization is “Key” because it has a distinctive architectural style and quality reflective of the Ranch style (Santa Ana Municipal Code, Section 30-2.2). This category is reserved for structures exemplifying greater architectural significance than the “Contributive” category, in addition to contributing to the overall neighborhood or district within the City of Santa Ana. The property is worthy of “Key” status due to the building’s Ranch style and quality craftsmanship which features wide overhanging eaves with exposed rafters; wood shingle roof; grouped, steel-frame casement windows with wood shutters, among other original features. Characterdefining features of the Grover Collins House include, but may not be

Historic Resources Commission 22 1/19/2023
City Council 21 – 297 3/21/2023

FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2023-XXX

Page 2 of 5 ends

limited to: Horizontal massing; low-pitched complex hipped roof clad in wood shingles; broad, overhanging eaves with exposed rafter tails; combination of exterior materials including stucco, brick, wood lap, and distinctive board and batten siding; front porch entry characterized by a low brick wall and single wood post; X-paneled and partially glazed front door; multi-lite windows with original wood shutters that have scalloped wood detailing; distinctive steel-frame, multi-lite casement window at the southwest corner with architectural brackets below; steel-frame, multi-lite casement windows and wood windows consisting of the single-hung variety and multi-lite fixed windows.

D. The legal owners of the property are Matthew L. and Robert D. Hale.

E. The legal description for the subject property is attached hereto as Exhibit A and incorporated by this reference as though fully set forth herein.

F. The subject property meets the standards for placement on the City of Santa Ana Register of Historic Properties pursuant to Section 30-2 of the Santa Ana Municipal Code.

G. The subject property meets the minimal standards for placement in the Key category pursuant to Section 30-2.2(2) of the Santa Ana Municipal Code.

Section 2. In accordance with the California Environmental Quality Act, the recommended actions are exempt from further review under CEQA Guidelines Section 15331, Class 31, as these actions are designed to preserve historical resources.

Categorical Exemption No. ER-2022-125 will be filed for this project.

Section 3. The Historic Resources Commission of the City of Santa Ana, after conducting the public hearing, hereby approves:

A. Historic Resources Commission Application No. 2022-27 to place the Grover Collins House located at 947 West Buffalo Avenue, Santa Ana, 92706 on the historical register, and
B. Historic Register Categorization No. 2022-17 placing the Grover Collins House located at 947 West Buffalo, Santa Ana, 92706 within the Key category, as conditioned in Exhibit B, attached hereto and incorporated herein.

These decisions are based upon the evidence submitted at the above said hearing, which includes, but is not limited to: the Staff report and exhibits attached thereto, the report entitled “Historical Property Description,” and the public testimony, all of which are incorporated herein by this reference.

Section 4. For the subject property, a report entitled “Historical Property Description” is on file with the Planning Division, and is hereby approved and adopted, and together with the staff report and this Resolution, justify the findings for placement on the City of Santa Ana Register of Historical Properties into a category. The Historic Resources Commission Secretary is authorized and directed to include this Resolution in the City of Santa Ana Register of Historical Properties.

Historic Resources Commission 23 1/19/2023
City Council 21 – 298 3/21/2023

FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2023-XXX

Page 3 of 5 ends

Section 5. The Historic Resources Commission Secretary is hereby directed to file a certified copy of this Resolution with the County Recorder’s Office after the adoption of this Resolution pursuant to Public Resources Code Section 5029.

ADOPTED this 19th day of January, 2023.
__________________________
Tim Rush
Chairperson
APPROVED AS TO FORM:

Sonia R. Carvalho, City Attorney
By:________________________
John M. Funk
Chief Assistant City Attorney

AYES: Commission members____________________________________ NOES: Commission members___________________________________ ABSTAIN: Commission members___________________________________ NOT PRESENT: Commission members___________________________________

CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, CHELSEA SHAFER, Acting Historic Resources Commission Secretary, do hereby attest to and certify the attached Resolution No. 2023-XXX to be the original resolution adopted by Historic Resources Commission of the City of Santa Ana on January 19, 2023.

Date: ________________ ____________________________________ Acting Commission Secretary
City of Santa Ana

Historic Resources Commission 24 1/19/2023
City Council 21 – 299 3/21/2023

FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2023-XXX

Page 4 of 5 ends

EXHIBIT A

LEGAL DESCRIPTION
APN Address Legal Description Owner Names
001-181-21 947 West Buffalo Avenue REAL PROPERTY IN THE

CITY OF SANTA ANA,

COUNTY OF ORANGE,

STATE OF CALIFORNIA,
DESCRIBED AS FOLLOWS:

THE WEST 58 FEET OF LOT
4 AND THE EAST 2 FEET OF
LOT 3 OF TRACT NO. 3012

AS PER MAP RECORDED IN
BOOK 90, PAGE 6 OF

MISCELLANEOUS MAPS, IN

THE OFFICE OF THE

COUNTY RECORDER OF
SAID COUNTY.

Matthew L. and
Robert D. Hale

Historic Resources Commission 25 1/19/2023
City Council 21 – 300 3/21/2023

FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2023-XXX

Page 5 of 5 ends

EXHIBIT B
Conditions of Approval for Historic Resources Commission Application No. 2022-27 and Historic Resources Commission Categorization No. 2022-17 The Applicant must comply with each condition listed below prior to exercising the rights conferred by the Historic Resource Commission’s approval and the City of Santa Ana Register of Historic Properties pursuant to Section 30-6 of the Santa Ana Municipal Code. The Applicant must remain in compliance with all condition(s) listed below:

Within 180-days of execution of this resolution, the applicant shall install a bronze plaque as per a template on file with the Planning Division honoring and recognizing the structure at 947 West Buffalo Avenue, historically known as the Grover Collins House. The plaque shall include the historic name, address, year built, and local historic register designation. The final dimensions, location, text and description on the plaque shall be reviewed and approved by Planning Division staff.

Historic Resources Commission 26 1/19/2023
City Council 21 – 301 3/21/2023

O R A N G E C O U N T Y R E P O R T E R
OR#
~SINCE 1921~
To the right is a copy of the notice you sent to us for publication in the ORANGE COUNTY REPORTER. Thank you for using our newspaper. Please read this notice carefully and call us with any corrections. The Proof of Publication will be filed with the County Clerk, if required, and mailed to you after the last date below. Publication date(s) for this notice is (are):

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Mailing Address : 600 W SANTA ANA BLVD, SANTA ANA, CA 92701 Telephone (714) 543-2027 / Fax (714) 542-6841
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CITY OF SANTA ANA/PLANNING & BUILDING AGENCY
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SANTA ANA, CA 92702

GPN GOVT PUBLIC NOTICE
947 W Buffalo Ave
01/06/2023
ORANGE COUNTY REPORTER, SANTA ANA (714) 543-2027
BUSINESS JOURNAL, RIVERSIDE (951) 784-0111
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THE DAILY RECORDER, SACRAMENTO (916) 444-2355
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THE INTER-CITY EXPRESS, OAKLAND (510) 272-4747
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COPY OF NOTICE
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The charge(s) for this order is as follows. An invoice will be sent after the last date of publication. If you prepaid this order in full, you will not receive an invoice.

NOTICE OF PUBLIC HEARING

BEFORE THE SANTA ANA HISTORIC

RESOURCES COMMISSION
The City of Santa Ana encourages the
public to participate in the decisionmaking process. We encourage you to contact us prior to the Public Hearing if
you have any questions.

Historic Resources Commission
Action: The Historic Resources
Commission will hold a Public Hearing to
receive public testimony, and will take
action on the item described below. Their
decision is final unless appealed to the
City Council within 10 days of the decision
by any interested party or group.

Project Location: 947 West Buffalo
Avenue (historically known as The Grover
Collins House) located in the Single
Family Residential (R-1) zoning district.

Project Applicant: Matthew L. and
Robert D. Hale
Project Description: The applicant is
requesting approval of Historic Resources
Commission Application No. 2022-27,
Historic Register Categorization No. 2022-
17, and Historic Property Preservation
Agreement No. 2022-24 to allow the
placement and categorization in the Santa
Ana Register of Historical Properties as
Key for the above mentioned property and
to execute a Historic Property
Preservation Agreement with the City of
Santa Ana.

Environmental Impact: Pursuant to the
California Environmental Quality Act
(CEQA) and the CEQA Guidelines, the
project is exempt from further review
under Section 15331, Class 31, as this
action is designed to preserve a historic
resource. Categorical Exemption No. ER- 2022-125 will be filed for this project. Meeting Details: This matter will be heard on Thursday, January 19, 2023, at 4:30 p.m. in the City Council Chambers, 22 Civic Center Plaza, Santa Ana, CA 92701. Members of the public may attend this meeting in-person or join via Zoom. For the most up to date information on how to participate virtually in this meeting, please visit www.santa- ana.org/pb/meeting-participation. Written Comments: If you are unable to participate in the meeting, you may send written comments by e-mail to [email protected] (reference the topic in the subject line) or mail to Chelsea Shafer, Acting Recording Secretary, City of Santa Ana, 20 Civic Center Plaza – M20, Santa Ana, CA 92701. Deadline to submit written comments is 3:00 p.m. on the day of the meeting. Comments received after the deadline may not be distributed to the Commission but will be made part of the record. Where To Get More Information: Additional details regarding the proposed action(s), including the full text of the discretionary item, may be found on the City website 72 hours prior to the public hearing at: https://santa- ana.primegov.com/public/portal. Who To Contact For Questions: Should you have any questions, please contact Andrea Dumovich Heywood with the Planning and Building Agency at [email protected] or 714-647- 5899. Note:If you challenge the decision on the above matter, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the Historic
Resources Commission or City Council of
the City of Santa Ana at, or prior to, the
public hearing.

Si tiene preguntas en español, favor de
llamar a Kelly Arcadio al (714) 647-
5881.

Nu cn liên lc bng ting Vit, xin
in thoi cho Tony Lai s (714) 565-
2627.
1/6/23
OR-3657945#

Historic Resources Commission 27 1/19/2023
City Council 21 – 302 3/21/2023

CITY OF SANTA ANA
Planning and Building Agency
20 Civic Center Plaza ● P.O. Box 1988
Santa Ana, California 92702
www.santa-ana.org/pba

NOTICE OF PUBLIC HEARING

BEFORE THE SANTA ANA HISTORIC RESOURCES COMMISSION
The City of Santa Ana encourages the public to participate in the decision-making process. This notice is being sent to those who live or own property within 500 feet of the project site or who have expressed an interest in the proposed action. We encourage you to contact us prior to the Public Hearing if you have any questions.

Historic Resources Commission Action: The Historic Resources Commission will hold a Public Hearing to receive public testimony, and will take action on the item described below. Their decision is final unless appealed to the City Council within 10 days of the decision by any interested party or group.

Project Location: 947 West Buffalo Avenue (historically known as The Grover Collins House) located in the Single Family Residential (R-1) zoning district.

Project Applicant: Matthew L. and Robert D. Hale
Project Description: The applicant is requesting approval of Historic Resources Commission Application No. 2022-27, Historic Register Categorization No. 2022-17, and Historic Property Preservation Agreement No. 2022-24 to allow the placement and categorization in the Santa Ana Register of Historical Properties as Key for the above mentioned property and to execute a Historic Property Preservation Agreement with the City of Santa Ana.

Meeting Details: This matter will be heard on Thursday, January 19, 2023, at 4:30 p.m. in the City Council Chambers, 22 Civic Center Plaza, Santa Ana, CA 92701. Members of the public may attend this meeting in-person or join via Zoom. For the most up to date information on how to participate virtually in this meeting, please visit www.santa-ana.org/pb/meeting-participation.

Written Comments: If you are unable to participate in the meeting, you may send written comments by e-mail to [email protected] (reference the topic in the subject line) or mail to Chelsea Shafer, Acting Recording Secretary, City of Santa Ana, 20 Civic Center Plaza – M20, Santa Ana, CA 92701. Deadline to submit written comments is 3:00 p.m. on the day of the meeting. Comments received after the deadline may not be distributed to the Commission but will be made part of the record.

Where To Get More Information: Additional details regarding the proposed action(s), including the full text of the discretionary item, may be found on the City website 72 hours prior to the public hearing at: https://santa-ana.primegov.com/public/portal.

Who To Contact For Questions: Should you have any questions, please contact Andrea Dumovich Heywood with the Planning and Building Agency at [email protected] or 714-647-5899.

+iVtoric 5eVoXrceV CoPPiVVion 28 119202
Cit\ CoXncil 21 – 0 21202
Note: If you challenge the decision on the above matter, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the Historic Resources Commission or City Council of the City of Santa Ana at, or prior to, the public hearing.

Si tiene preguntas en español, favor de llamar a Kelly Arcadio (714) 647-5881.

Nếu cần liên lạc bằng tiếng Việt, xin điện thoại cho Tony Lai số (714) 565-2627.

Publish: OC Reporter
Date: January 6, 2023
SITE

Historic Resources Commission 29 1/19/2023
City Council 21 – 304 3/21/2023

RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:

City of Santa Ana
20 Civic Center Plaza (M-30)
Santa Ana, CA 92702
Attn: Clerk of the Council
FREE RECORDING PURSUANT TO GOVERNMENT CODE § 27383
_________________________________________________________________________

HISTORIC PROPERTY PRESERVATION AGREEMENT
This Historic Property Preservation Agreement (“Agreement”) is made and entered into by and between the City of Santa Ana, a charter city and municipal corporation duly organized and existing under the Constitution and laws of the of the State of California (hereinafter referred to as “City”), and Matthew L. Hale, A Single Man, and Robert D. Hale, A Single Man, as Joint Tenants, (hereinafter collectively referred to as “Owner”), owner of real property located at 947 West Buffalo Avenue, Santa Ana, California, in the County of Orange and listed on the Santa Ana Register of Historical Properties.

RECITALS
A. The City Council of the City of Santa Ana is authorized by California Government Code Section 50280 et seq. (known as the “Mills Act”) to enter into contracts with owners of qualified historical properties to provide for appropriate use, maintenance, rehabilitation and restoration such that these historic properties retain their historic character and integrity.

B. The Owner possesses fee title in and to that certain qualified real property together with associated structures and improvements thereon, located at 947 West Buffalo Avenue, Santa Ana, CA, 92706 and more particularly described in Exhibit “A,” attached hereto and incorporated herein by reference, and hereinafter referred to as the “Historic Property”.

C. The Historic Property is officially designated on the Santa Ana Register of Historical Properties pursuant to the requirements of Chapter 30 of the Santa Ana Municipal Code.

D. City and Owner, for their mutual benefit, now desire to enter into this Agreement which defines and limits the use and alteration of this Historic Property in order to enhance and maintain its value as a cultural and historical resource for Owner and for the community; to prevent inappropriate alterations to the Historic Property and to ensure that repairs, additions, new building, and other changes are appropriate; and to ensure that rehabilitation and maintenance are carried out in an exemplary manner.

Historic Resources Commission 30 1/19/2023
City Council 21 – 305 3/21/2023

MILLS ACT AGREEMENT
947 West Buffalo Avenue
Santa Ana, CA 92706
- 2 -
E. Owner and City intend to carry out the purposes of California Government Code, Chapter 1, Part 5 of Division 1 of Title 5, Article 12, Section 50280 et seq., which will enable the Historic Property to qualify for an assessment of valuation as a restricted historical property pursuant to Article 1.9, Sec. 439 et seq., Chapter 3 Part 2 of Division 1 of the California Tax and Revenue Code.

NOW, THEREFORE, the City of Santa Ana and the Owner of the Historic Property agree as follows:

1. Effective Date and Terms of Agreement.

This Agreement shall be effective and commence on March 22, 2023, and shall remain in effect for a term of ten (10) years thereafter. Each year, upon the anniversary of the effective date of this Agreement, such initial term will automatically be extended as provided in California Government Code Sections 50280 through 50290 and in Section 2, below.

2. Renewal.
a. Each year on the anniversary of the effective date of this Agreement, a year shall automatically be added to the initial ten (10) year term of this Agreement unless written notice of nonrenewal is served as provided herein.
b. If the Owner or the City desire(s) in any year not to renew the Agreement, the Owner or City shall serve written notice of nonrenewal of the Agreement on the other party.

Unless such notice is served by the Owner to the City at least ninety (90) days prior to the annual renewal date, or served by the City to the Owner at least sixty (60) days prior to the annual renewal date, one (1) year shall automatically be added to the term of the Agreement as provided herein.
c. Within 30 days from receipt of City’s notice of nonrenewal, the Owner may file a written protest of City’s decision of nonrenewal. The City may, at any time prior to the annual renewal date of the Agreement, withdraw its notice to the Owner of nonrenewal. d. If either the Owner or the City serves notice to the other of nonrenewal in any year, the Agreement shall remain in effect for the balance of the term then remaining, either from its original execution or from the last renewal of the Agreement, whichever may apply.

3. Standards and Conditions for Historic Property.

During the term of this Agreement, the Historic Property shall be subject to the following conditions, requirements and restrictions:
a. Owner shall maintain the Historic Property in a good state of repair and shall preserve, maintain, and, where necessary, restore or rehabilitate the property and its characterdefining features described in the “Historical Property Description” attached hereto, marked as Exhibit B, notably the general architectural form, style, materials, design, scale, proportions, organization of windows, doors, and other openings, textures, details, mass, roof line, porch and other aspects of the appearance of the exterior to the satisfaction of the City.

Historic Resources Commission 31 1/19/2023
City Council 21 – 306 3/21/2023

MILLS ACT AGREEMENT
947 West Buffalo Avenue
Santa Ana, CA 92706
- 3 -
b. All changes to the Historic Property shall comply with applicable City plans and regulations, and conform to the rules and regulations of the Office of Historic Preservation of the State Department of Parks and Recreation, namely the U.S. Secretary of the Interior’s Standards and Guidelines for Historic Preservation Projects. These guidelines are attached hereto, marked as Exhibit C, and incorporated herein by this reference. Owner shall continually maintain the Historic Property in the same or better condition.
c. A view corridor enabling the general public to see the Historic Property from the public right-of-way shall be maintained, and Owner shall not be permitted to block the view corridor to the property with any new structure, such as walls, fences or shrubbery, so as to prevent the viewing of the historic landmark by the public. d. The following are prohibited: demolition of the Historic Property or destruction of character-defining features of the building or site; removal of trees and other major vegetation unless removal is approved by a rehabilitation plan approved by the Historic Resources Commission; paving of yard surface; exterior alterations or additions unless approved by the Historic Resources Commission and such alterations are in keeping with the Secretary of Interior’s Standards; deteriorating, dilapidated or unrepaired structures such as fences, roofs, doors, walls, and windows; storage of junk, trash, debris, discarded or unused objects such as cars, appliances, or furniture; and other unsightly by decoration, structure or vegetation which is unsightly by reason of its height, condition, or inappropriate location. e. Owner shall allow reasonable periodic inspection by prior appointment, as needed or at least every five (5) years after the initial inspection, of the interior and exterior of the Historic Property by representatives of the City of Santa Ana, the County Assessor, the State Department of Parks and Recreation, and the State Board of Equalization, to determine the Owner’s compliance with the terms and provisions of this Agreement.

4. Furnishing of Information.

The Owner hereby agrees to furnish the City with any and all information requested which may be necessary or advisable to determine compliance with the terms and provisions of this Agreement.

5. Cancellation.
a. The City, following a duly noticed public hearing by the City Council as set forth in Government Code Section 50280, et. seq., may cancel this Agreement if it determines that the Owner have breached any of the conditions of this Agreement, or has allowed the property to deteriorate to the point that it no longer meets the standards for a qualified Historic Property, or if the City determines that the Owner have failed to restore or rehabilitate the property in the manner specified in Section 3 of this Agreement. If a contract is cancelled for these reasons, the Owner shall pay a cancellation fee to the County Auditor as set forth in Government Code Section 50286. This cancellation fee shall be a percentage (currently set at twelve and one-half (12 ½) percent by Government Code Section 50286) of the current fair market value of the

Historic Resources Commission 32 1/19/2023
City Council 21 – 307 3/21/2023

MILLS ACT AGREEMENT
947 West Buffalo Avenue
Santa Ana, CA 92706
- 4 -
property at the time of the cancellation, as determined by the county assessor, without regard to any restriction imposed pursuant to this Agreement.
b. If the Historic Property is destroyed by earthquake, fire, flood or other natural disaster such that in the opinion of the City Building Official more than sixty (60) percent of the original fabric of the structure must be replaced, this Agreement shall be canceled immediately because, in effect, the historic value of the structure will have been destroyed. No fee shall be imposed in the case of destruction by acts of God or natural disaster. c. If the Historic Property is acquired by eminent domain and the City Council determines that the acquisition frustrates the purpose of this Agreement, this Agreement shall be cancelled and no fee imposed, as specified in Government Code Section 50288.

6. Enforcement of Agreement.
a. In lieu of and/or in addition to any provisions to cancel the Agreement as referenced herein, City may specifically enforce, or enjoin the breach of, the terms of the Agreement. In the event of a default, under the provisions to cancel the Agreement by Owner, the City shall give written notice to Owner by registered or certified mail, and if such a violation is not corrected to the reasonable satisfaction of the City Manager or designee within thirty (30) days thereafter, or if not corrected within such a reasonable time as may be required to cure the breach or default, or default cannot be cured within thirty (30) days (provided that acts to cure the breach or default may be commenced within thirty (30) days and shall thereafter be diligently pursued to completion by Owner), then City may, without further notice, declare a default under the terms of this Agreement and may bring any action necessary to specifically enforce the obligations of Owner growing out of the terms of this Agreement, apply to any court, state or federal, for injunctive relief against any violation by Owner or apply for such relief as may be appropriate.
b. City does not waive any claim of default by the Owner if City does not enforce or cancel this Agreement. All other remedies at law or in equity which are not otherwise provided for in this Agreement or in City’s regulations governing historic properties are available to City to pursue in the event that there is a breach of this Agreement. No waiver by City of any breach or default under this Agreement shall be deemed to be a waiver of any other subsequent breach thereof or default hereunder.

7. Binding effect of Agreement.
a. Owner hereby subjects the Historic Property, located at 947 West Buffalo Avenue, Assessor Parcel Number, 001-181-21, and more particularly described in Exhibit A, in the City of Santa Ana, to the covenants, conditions, and restrictions as set forth in this Agreement.
b. City and Owner hereby declare their specific intent that the covenants, conditions and restrictions as set forth herein shall be deemed covenants running with the land and shall pass to and be binding upon Owner’s successors and assigns in title or interest to the Historic

Historic Resources Commission 33 1/19/2023
City Council 21 – 308 3/21/2023

MILLS ACT AGREEMENT
947 West Buffalo Avenue
Santa Ana, CA 92706
- 5 -
Property. Every contract, deed, or other instrument hereinafter executed, covering or conveying the Historic Property or any portion thereof, shall conclusively be held to have been executed, delivered, and accepted subject to the tenants, restrictions, and reservations expressed in this Agreement regardless of whether such covenants, conditions and restrictions are set forth in such contract, deed, or other instrument.

8. No Compensation.

Owner shall not receive any payment from City in consideration of the obligation imposed under this Agreement, it being recognized that the consideration for the execution of this Agreement is the substantial public benefit to be derived therefrom and the advantage that will accrue to Owner as a result of the effect upon the assessed value of the Property on the account of the restrictions on the use and preservation of the Property.

9. Notice.

Any notice required by the terms of this Agreement shall be sent to the address of the respective parties as specified below or at other addresses that may be later specified by the parties hereto.

City: City of Santa Ana
20 Civic Center Plaza (M-30)
Santa Ana, CA 92702
Attn: Clerk of the Council
Owners: Matthew L. and Robert D. Hale
947 West Buffalo Avenue
Santa Ana, CA 92706

10. General Provisions.
a. None of the terms, provisions, or conditions of this Agreement shall be deemed to create a partnership between the parties hereto and any of their heirs, successors, or assigns, nor shall such terms, provisions or conditions cause them to be considered joint ventures or members of any joint enterprise.
b. The Owner agrees to and shall indemnify and hold the City and its elected and appointed officials, officers, agents, and employees harmless from liability for damage or claims for damage for personal injuries, including death, and claims for property damage which may arise from the direct or indirect use or operations of the Owner or those of his or her contractor, subcontractor, agent, employee, or other person acting on his or her behalf which relates to the use, operation, and maintenance of the Historic Property. The Owner hereby agrees to and shall defend the City and its elected and appointed officials, officers, agents, and employees with respect to any and all actions for damages caused by, or alleged to have been caused by, reason of the Owner's activities in connection with the Historic Property.

Historic Resources Commission 34 1/19/2023
City Council 21 – 309 3/21/2023

MILLS ACT AGREEMENT
947 West Buffalo Avenue
Santa Ana, CA 92706
- 6 -
c. This hold harmless provision applies to all damages and claims for damages suffered, or alleged to have been suffered, and costs of defense incurred, by reason of the operations referred to in this Agreement regardless of whether or not City prepared, supplied, or approved the plans, specifications or other documents for the Historic Property. d. All of the agreements, rights, covenants, conditions, and restrictions contained in this Agreement shall be binding upon and shall inure to the benefit of the parties herein, their heirs, successors, legal representatives, assigns, and all persons acquiring any part or portion of the Historic Property, whether by operation of law on in any manner whatsoever. e. In the event legal proceedings are brought by any party or parties to enforce or restrain a violation of any of the covenants, reservations, or restrictions contained herein, or to determine the rights and duties of any party hereunder, the prevailing party in such proceeding may recover all reasonable attorney’s fees to be fixed by the court, in addition to court costs and other relief ordered by the court.
f. In the event that any of the provisions of this Agreement are held to be unenforceable or invalid by any court of competent jurisdiction, or by subsequent preemptive legislation, the validity and enforceability of the remaining provisions, or portions thereof, shall not be effected thereby.
g. This Agreement shall be construed and governed in accordance with the laws of the State of California, with venue in Orange County.

11. Recordation.

No later than twenty (20) days after the parties execute and enter into this Agreement, the City shall cause this Agreement to be recorded in the office of the County Recorder of the County of Orange.

12. Amendments.

This Agreement may be amended, in whole or in part, only by a written recorded instrument executed by the parties hereto.

13. Effective Date
This Agreement shall be effective on the day and year first written above in Section 1. {Signature page follows}

Historic Resources Commission 35 1/19/2023
City Council 21 – 310 3/21/2023

MILLS ACT AGREEMENT
947 West Buffalo Avenue
Santa Ana, CA 92706
- 7 -
ATTEST: CITY OF SANTA ANA
________________________ _________________________

KRISTINE RIDGE
Clerk of the Council City Manager
OWNERS
Date: ___________________ By:__________________
MATTHEW L. HALE
Date: ___________________ By:__________________
ROBERT D. HALE
APPROVED AS TO FORM: RECOMMENDED FOR APPROVAL:

SONIA CARVALHO
City Attorney
By: _____________________ _____________________
JOHN M. FUNK MINH THAI
Chief Assistant City Attorney Executive Director
Planning and Building Agency

Historic Resources Commission 36 1/19/2023
City Council 21 – 311 3/21/2023

MILLS ACT AGREEMENT
947 West Buffalo Avenue
Santa Ana, CA 92706
- 8 -

EXHIBIT A

LEGAL DESCRIPTION

REAL PROPERTY IN THE CITY OF SANTA ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA, DESCRIBED AS FOLLOWS:

THE WEST 58 FEET OF LOT 4 AND THE EAST 2 FEET OF LOT 3 OF TRACT NO. 3012 AS PER MAP RECORDED IN BOOK 90, PAGE 6 OF MISCELLANEOUS MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY.

Assessor’s Parcel Number: 001-181-21

Historic Resources Commission 37 1/19/2023
City Council 21 – 312 3/21/2023

EXECUTIVE SUMMARY
Grover Collins House
947 West Buffalo Avenue
Santa Ana, CA 92706
NAME Grover Collins House REF. NO.

ADDRESS 947 West Buffalo Avenue
CITY Santa Ana ZIP 92706 ORANGE COUNTY
YEAR BUILT 1957 LOCAL REGISTER CATEGORY: Key
HISTORIC DISTRICT N/A NEIGHBORHOOD West Floral Park
CALIFORNIA REGISTER CRITERIA FOR EVALUATION C/3 CALIFORNIA REGISTER STATUS CODE 5S3 Location: Not for Publication Unrestricted
Prehistoric Historic Both
ARCHITECTURAL STYLE: Ranch House
Widely published in Sunset and House Beautiful magazines, the Ranch House dominated post-World War II residential expansion and represented the most popular house form in the United States from the 1950s through 1970s. The Ranch House originated in the 1930’s designs of Southern California architect Cliff May, who sought to reinvent the West’s vernacular housing traditions by combining the form and massing of the traditional ranch house with a modernist’s concern for informality, expressed in materials and plan, and indoor-outdoor integration.

While the style includes several variants, a basic set of character-defining features applies to most examples. In form and massing, the style evokes a sprawling ranch that developed over time, with a central block extended by wings of varying roof heights. Generally L-shaped or U-shaped in plan, the Ranch House typically has a one-story profile with strong horizontal emphasis expressed through a low pitched or flat roof with wide overhanging eaves. Asymmetrical in design, the Ranch House is often sheathed in and accented with rustic materials such as board-and-batten siding, high brick foundations, art stone, and wood shake roofs. Indoor-outdoor integration is achieved through the use of recessed or extended porches, set low to the ground, and the generous use of large picture, ribbon, or corner windows. Window detailing can include wood frames, decorative shutters, and diamond-patterned muntins. Ornamentation includes rusticated elements, such as carved porch supports and exposed rafters, uneven rakes and flared eaves, and faux dove cotes and bird houses.

SUMMARY/CONCLUSION:

The Grover Collins House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as highly intact example of a Ranch style tract house in Santa Ana. The recommended categorization is “Key” because it has a distinctive architectural style and quality reflective of the Ranch style (Santa Ana Municipal Code, Section 30-2.2).

EXPLANATION OF CODES:
 California Register Criteria for Evaluation: (From California Office of Historic Preservation, Technical Assistance Series # 7, “How to Nominate Resources to the California Register of Historical Resources,” September 4, 2001.) 3: It embodies the distinctive characteristics of a type, period, region, or method of construction, or represents the work of a master, or possesses high artistic values.  It embodies the distinctive characteristics of a type, period, region, or method of construction, or represents the work of a master, or possesses high artistic values.
5S3: Appears to be individually eligible for local listing or designation through survey evaluation.

Historic Resources Commission 38 1/19/2023
City Council 21 – 313 3/21/2023
State of California  The Resources Agency Primary #______________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI #__________________________________________________ PRIMARY RECORD Trinomial______________________________________________ NRHP Status Code_____________________________________
Other Listings_____________________________________________________________________ Review Code________ Reviewer________________________ Date_______________ Page _1_ of _4_ Resource name(s) or number (assigned by recorder) Grover Collins House P1. Other Identifier:
*P2. Location: Not for Publication Unrestricted *a. County Orange County *b. USGS 7.5’ Quad: Anaheim Quadrangle California-Orange County 7.5-Minute Series Date: 2022 *c. Address 947 West Buffalo Avenue City: Santa Ana Zip: 92706 *e. Other Locational Data: Assessor’s Parcel Number 001-181-21 *P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries) Located in West Floral Park, the Grover Collins House is a one-story, single-family Ranch Style residence with detached garage (Figure 1). Asymmetrical in design, the house exhibits a horizontal emphasis expressed through a low-pitched, complex hipped roof with broad, overhanging eaves and exposed rafters (Figure 2). The exterior of the house is clad primarily in a combination of stucco, brick, and distinctive board and batten siding (Figure 3). The primary (south) façade contains five architectural bays, with two window bays on either side of the central main entrance bay, which is located within the front porch (Figure 4). The four window bays along the primary façade contain steel-frame, multi-lite casement windows. The westernmost window is a corner window that projects on brackets outward from the façade and wraps around the building’s southwest corner (Figure 5). Two identical windows are situated east of the main entrance, with a smaller window to the west of the main entrance (Figure 6). Wooden shutters with scalloped detailing outfit the three windows along the primary façade. The front porch is characterized by a low brick wall that wraps around the west half of the primary façade, and single wood post that supports the partial width front porch. The entry features an X-paneled and partially glazed front door beneath a wood lap-clad porch ceiling.

Brick siding extends east of the entry porch, below the identical steel-frame windows. (See Continuation Sheet 3 of 4.)
*P3b. Resource Attributes: (list attributes and codes) HP2. Single-Family Residence *P4. Resources Present: Building Structure Object Site District Element of District Other P5b. Photo: (view and date)
(Figure 1) Primary (South) elevation,
view northeast, December 2022
*P6. Date Constructed/Age and
Sources: historic
1957/ City of Santa Ana Building
Permits
*P7. Owner and Address:

Matthew L. and Robert D. Hale
947 West Buffalo Avenue
Santa Ana, CA 92706
*P8. Recorded by:

Andrea Dumovich Heywood
City of Santa Ana
20 Civic Center Plaza M-20
Santa Ana, CA 92702
*P9. Date Recorded:

January 19, 2023
*P10. Survey Type:

Intensive Survey Update
*P11. Report Citation: (Cite survey
report and other sources, or enter “none”)
None
*Attachments: None Location Map Sketch Map Continuation Sheet Building, Structure, and Object Record Archaeological Record District Record Linear Feature Record Milling Station Record Rock Art Record Artifact Record Photograph Record  Other (list)
DPR 523A (1/95) *Required information
P5a. Photo

Historic Resources Commission 39 1/19/2023
City Council 21 – 314 3/21/2023
State of California  The Resources Agency Primary #__________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI#______________________________________________

BUILDING, STRUCTURE, AND OBJECT RECORD

Page 2 of 4 ends

May 27, 1957. Permit to construct a 6 room residence and garage. $17,000.

*B7. Moved? No Yes Unknown Date:__________ Original location:_______ _______ *B8. Related Features: Detached Garage.

Historic Resources Commission 40 1/19/2023
City Council 21 – 315 3/21/2023
State of California  The Resources Agency Primary # _____________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI # ________________________________________________ CONTINUATION SHEET Trinomial _____________________________________________

Page 3 ends

*Recorded by Andrea Dumovich Heywood *Date January 19, 2023 Continuation  Update DPR 523L
*P3a. Description (continued):

Steel-frame, multi-lite casements and single or double-hung wood windows appear on both east and west side facades.

*B10. Significance (continued):

Ancestry.com. California, Death Index, 1940-1997 [database on-line]. Provo, UT, USA: Ancestry.com Operations Inc, 2000.

Harris, Cyril M. American Architecture: An Illustrated Encyclopedia. New York, WW Norton, 1998.

Marsh, Diann. Santa Ana, An Illustrated History. Encinitas, Heritage Publishing, 1994.

McAlester, Virginia and Lee. A Field Guide to American Houses. New York: Alfred A. Knopf, 1984.

Office of Historic Preservation. “Instructions for Recording Historical Resources.” Sacramento: March 1995.

Whiffen, Marcus. American Architecture Since 1780. Cambridge: MIT Press, 1969.

Santa Ana and Orange County Directories, 1950-1990.

Historic Resources Commission 41 1/19/2023
City Council 21 – 316 3/21/2023
State of California  The Resources Agency Primary # _____________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI # ________________________________________________ CONTINUATION SHEET Trinomial _____________________________________________

Page 4 ends

*Recorded by Andrea Dumovich Heywood *Date January 19, 2023 Continuation  Update DPR 523L
Additional Figures:

Figure 2. Exposed rafter detail, facing northwest. Figure 3. Distinctive board and batten siding, facing northwest.

Figure 4. View of detached garage, facing north. Figure 5. Corner window that projects outward from the façade and wraps around the building’s southwest corner, facing northeast.

Figure 6. Two identical, steel-frame, multi-lite casement windows, facing north.

Figure 7. View of detached garage, facing north.

Historic Resources Commission 42 1/19/2023
City Council 21 – 317 3/21/2023

MILLS ACT AGREEMENT
947 West Buffalo Avenue
Santa Ana, CA 92706
- 1 -
Exhibit C
Exterior work shall be reviewed by the Historic Resources Commission and subject to the U.S.

Secretary of the Interior’s Standards for Rehabilitation of Historic Buildings, as follows:

4. Changes which may have taken place in the course of time are evidence of the history and development of a building, structure, or site and its environment.

These changes may have acquired significance in their own right, and this significance shall be recognized and respected.

5. Distinctive stylistic features or examples of skilled craftsmanship which characterize a building, structure, or site shall be treated with sensitivity.

8. Every reasonable effort shall be made to protect and reserve archaeological resources affected by, or adjacent to any project.

Historic Resources Commission 43 1/19/2023
City Council 21 – 318 3/21/2023

MILLS ACT AGREEMENT
947 West Buffalo Avenue
Santa Ana, CA 92706
- 2 -
size, scale, color, material and character of the property, neighborhood, or environment.

Historic Resources Commission 44 1/19/2023
City Council 21 – 319 3/21/2023
City Manager’s Office
www.santa-ana.org/city-managers-office
Item # 23
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
March 21, 2023
TOPIC: Councilmember-Requested Item Policy

AGENDA TITLE
Councilmember-Requested Item Policy Informational Report

RECOMMENDED ACTION
Accept informational report and provide direction to staff.

DISCUSSION
Background
At the August 16, 2022 meeting, Councilmember Phan added the following councilmember requested item: Discuss and Consider Directing Staff to Implement a Process that Will Allow the City Council to More Efficiently and Effectively Present Councilmember Requested Items on the Agenda. There was consensus among the City Council to proceed with this item.

City Council Legislative Authority and City Council Meeting Agendas As the legislative body of the City of Santa Ana, the City Council’s role is to legislate—or to set policy. The City Council is empowered to enact local laws, approve programs, appropriate funds, establish local taxes, and approve other local government actions through its legislative authority. This function is primarily carried out through City Council action at regularly scheduled City Council meetings. City Council meetings are guided by an agenda, which consists of items relating to the City of Santa Ana local government. Matters of policy are ordinarily determined by a majority vote of the City Council on each agenda item. In some cases, a two-thirds vote of the City Council is required (e.g. for appropriation adjustments). Under the Council-Manager form of government, under the leadership of the City Council, the City Manager sets the agenda and the City Clerk prepares the agenda.

Councilmember-Requested Items
Section 411 of the Santa Ana City Charter states, in part, that “any member of the City Council may place items on the City Council agenda to be considered by the City Council”. Councilmember-requested items are discussion items only; the City Council City Council 23 – 1 3/21/2023
Councilmember Requested Item Policy
March 21, 2023

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does not take any action. Councilmember-requested items may include any issue within the City Council’s jurisdiction, such as requests for policy research, drafting resolutions and ordinances, and providing direction to City staff relating to the implementation and/or evaluation of a policy.

The City Council Handbook, which is prepared annually by the City Manager’s Office and City Clerk’s Office, provides administrative guidance on certain procedures relating to the City Council, including councilmember-requested items. Regarding councilmember-requested items, the current edition of the City Council Handbook states the following:

COUNCIL AGENDA ITEM
Any member of the City Council may place items on the agenda that are staff directives or policy changes. They are listed on the agenda pursuant to Charter § 411. Items may be added by emailing the Clerk of the Council and City Manager.

The “Council Agenda Item” provision of the City Council Handbook is the only written guidance that exists relating to councilmember-requested items.

At the August 16, 2022 meeting, members of the City Council discussed the creation of a policy to provide guidance to the City Council, with the goal of presenting councilmember-requested items to facilitate efficient and effective discussion among the members of the City Council. Specifically, the City Council discussed the creation of a policy that might include the following elements:
• Each councilmember-requested item is accompanied by a written report that outlines the following:
o Topic: Use plain language to describe the topic of the report. o Title: Describe the action and subject of the report. o Recommendation: Identify the action that you would like the City Council to take.
o Discussion: Provide a brief chronology of the item. Identify issues. If there is a provision of law, rule, policy, and/or previous City Council action related to this item, note it in this section. Provide a brief explanation of the item, focusing on data collection, analysis, and evaluation, which justifies your recommendation.
• Prior to the report being published as part of the City Council meeting agenda, the councilmember confers with the City Manager, City Clerk, and City Attorney to inform them of the councilmember-requested item.
• Once the report is written and after the councilmember has conferred with the City Manager, City Clerk, and City Attorney, the councilmember submits the report to the City Manager’s Office and City Clerk’s Office to be added to an upcoming City Council meeting agenda. The report must be submitted by 12 p.m. on the established due dates to ensure compliance with the City’s Sunshine Ordinance (see Sec. 2-150 of the Santa Ana Municipal Code).

City Council 23 – 2 3/21/2023
Councilmember Requested Item Policy
March 21, 2023

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Currently, there is no policy approved by the City Council relating to placing councilmember-requested items on the agenda.

Proposed City Council Policy Regarding Councilmember-Requested Items Based off of input provided by members of the City Council at their meeting on August 16, 2022, staff has prepared the attached draft City Council Policy Regarding Councilmember-Requested Items (Exhibit 1). The draft policy includes a Councilmember-Requested Item template to be used by the requesting councilmember to submit the councilmember-requested item.

Next Steps
The City Council has the following options to consider relating to this matter:

1. Accept informational report and direct staff to return with a resolution adopting the City Council Policy Regarding Councilmember-Requested Items.

2. Direct staff to return with additional information.

3. Take no action.

Staff recommends that the City Council accept the informational report and direct staff to return with a resolution adopting the City Council Policy Regarding CouncilmemberRequested Items.

FISCAL IMPACT
There is no fiscal impact associated with this action.

EXHIBIT(S)

1. Draft City Council Policy Regarding Councilmember-Requested Items Submitted By: Kristine Ridge, City Manager
Approved By: Kristine Ridge, City Manager
City Council 23 – 3 3/21/2023
City of Santa Ana
Administrative
Policies and Procedures
City Council Adoption Date:
[month], [day], [year]
City Council Policy Regarding
Councilmember-Requested Items

PURPOSE
Provide guidance to the City Council, with the goal of presenting councilmemberrequested items to facilitate efficient and effective discussion among the members of the City Council.

POLICY
The City Manager and City Clerk shall publish a councilmember-requested item in accordance with the City of Santa Ana’s Sunshine Ordinance (Santa Ana Municipal Code Section 2-150) and in accordance with the procedures below. The agenda item shall include a written description that is sufficient to apprise interested persons of the subject matter of the discussion to be conducted.

PROCEDURE
In accordance with Chapter 9, Part 1 of Division 2 of Title 5 of the California Government Code beginning with Section 54950 (the Ralph M. “Brown Act”), Santa Ana City Charter Section 411 (“Rules and Procedures”), City Council Resolution 2013-019 (“A Resolution of the City Council of the City of Santa Ana Amending the City Council Rules and Procedures to Establish Procedures for Calling Special Meetings, Altering the Agenda Format to Provide for Council Reports, Changing the Day of Regular Council Meetings, and Repealing Resolution No. 2012-025”), and all other applicable laws and regulations, members of the City Council may add a councilmemberrequested item to a City Council meeting agenda for discussion only by completing the following procedures:

1. The member of the City Council prepares a written report using the attached Councilmember-Requested Item template (Attachment A) that outlines the following:

A. Topic: Use plain language to describe the topic of the report.

B. Title: Describe the action and subject of the report.

C. Recommendation: Identify the action that you would like the City Council to take.

D. Discussion: Provide a brief chronology of the item. Identify issues. If there is a provision of law, rule, policy, and/or previous City Council action related to this item, note it in this section. Provide a brief explanation of the item, focusing on data collection, analysis, and evaluation, which justifies your recommendation.

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E. The member of the City Council confers with the City Manager, City Clerk, and City Attorney in writing to inform them of the councilmemberrequested item.

2. The written communication from the member of the City Council to the City Manager, City Clerk, and City Attorney includes the written report, using the Councilmember-Requested Item template, as described in Section 1 of this section.

A. The written communication from the member of the City Council to the City Manager, City Clerk, and City Attorney must be submitted by no later than 12:00 p.m. on the regular City Council meeting agenda publishing due date, in accordance with the established due dates to ensure compliance with the City’s Sunshine Ordinance (see Sec. 2-150 of the Santa Ana Municipal Code).

3. Once the report is written and after the member of the City Council has conferred with the City Manager, City Clerk, and City Attorney in writing, the councilmember submits the report to the City Manager’s Office and City Clerk’s Office to be added to an upcoming City Council meeting agenda.

A. The report must be submitted by no later than 12:00 p.m. on the regular City Council meeting agenda publishing due date, in accordance with the established due dates to ensure compliance with the City’s Sunshine Ordinance (see Sec. 2-150 of the Santa Ana Municipal Code).

City Council 23 – 5 3/21/2023
City Council
www.santa-ana.org/city-council
Item # 22
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Councilmember-Requested Item Report
[month], [day], [year]
TOPIC: [use plain language to describe the topic of the report] AGENDA TITLE:
[describe the action and subject of the report]

RECOMMENDED ACTION
[identify the action that you would like the City Council to take, keeping in mind that the councilmember-requested item is for discussion only]

DISCUSSION
[Provide a brief chronology of the item. Identify issues. If there is a provision of law, rule, policy, and/or previous City Council action related to this item, note it in this section.] [Provide a brief explanation of the item, focusing on data collection, analysis, and evaluation, and which justifies your recommendation.]

EXHIBIT(S)

1. [list any attachments you include in your report]
Submitted By: [councilmember]
City Council 23 – 6 3/21/2023
Finance and Management Services
www.santa-ana.org/finance
Item # 24
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
March 21, 2023
TOPIC: Fiscal Year 2022-23 Mid-Year Budget Update, Revive Santa Ana Spending Plan Update, Appropriation Requests, and Workforce Changes

AGENDA TITLE
Fiscal Year 2022-23 Mid-Year Budget Update, Revive Spending Plan Update, Appropriation Requests, and Workforce Changes

RECOMMENDED ACTION

1. Receive and file the FY 2022-23 Mid-Year Budget Update, including an update for the Revive Santa Ana Spending Plan.

2. Approve the recommended Appropriation Adjustments. (Requires five affirmative votes)

3. Adopt a Resolution - A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA ANA TO AMEND RESOLUTION NO. 2015-026 TO EFFECT CERTAIN CHANGES TO THE CITY’S BASIC CLASSIFICATION AND
COMPENSATION PLAN.

4. Adopt a Resolution - A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA ANA TO AMEND THE CURRENT FISCAL YEAR 2022-2023

ANNUAL BUDGET TO ADD AND DELETE FULL-TIME POSITIONS IN THE

LIBRARY DEPARTMENT, PARKS, RECREATION, AND COMMUNITY

SERVICES DEPARTMENT, PLANNING AND BUILDING DEPARTMENT, AND PUBLIC WORKS DEPARTMENT.

EXECUTIVE SUMMARY
The Mid-Year Budget Update provides a snapshot of the General Fund activity for the first six months of the fiscal year, new information with impact to revenue, recommended appropriation adjustments, an update of the Revive spending plan, and notable items for other funds of the City. The update also includes recommended workforce changes and a full-time position vacancy report as of December 31, 2022.

Finally, the report includes an updated summary of all funds with estimated fund balances at June 30, 2023.

City Council 24 – 1 3/21/2023
Fiscal Year 2022-23 Mid-Year Budget Update, Revive Spending Plan Update, Appropriation Requests, and Workforce Changes
March 21, 2023

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A summary of the General Fund budget follows:

DISCUSSION
This report focuses on the General Fund, as it is the primary operating fund of the City, and the Revive spending plan due to its significance to the community. Only notable items are included for other funds. No discussion is included for fund activity that is expected to approximate the budget for the current fiscal year.

The FY 2022-23 budget document includes a Fund Summary for all funds of the City, including the estimated fund balance at July 1, 2022, the adopted budget, and the estimated fund balance at June 30, 2023. We now have actual fund balances at July 1, 2022, as well as updated budget amounts. Therefore, we have included an updated Fund Summary as Exhibit 5, which includes all the recommendations in this report.

General Fund Revenue
A summary of General Fund revenue follows. The City receives most of its revenue up to 60 days after the corresponding period. For example, the City receives the December Sales Tax in February. Therefore, we can expect to have received approximately 4 months (or 33%) of revenue by December 31. Except for the items discussed below, we do not expect any significant variances to General Fund revenue estimates at this time.

FY22-23 Budget
Updated with First
Quarter Report on
November 15, 2022
Proposed Mid-Year
Adjustments
Updated Estimate
Beginning Balance at July 1, 2022 $113,509,544 $0 $113,509,544 Revenue Estimate $391,552,940 $7,383,500 $398,936,440
Appropriated Spending ($406,880,124) (4,423,760) ($411,303,884) Pension Trust Set-Aside ($7,748,811) $0 ($7,748,811)
Estimated Ending Balance at
June 30,2023
$90,433,549 $2,959,740 $93,393,289
Less 18% Reserve 70,479,529 1,329,030 $71,808,559
Estimated Spendable Balance 19,954,020 1,630,710 $21,584,730 City Council 24 – 2 3/21/2023
Fiscal Year 2022-23 Mid-Year Budget Update, Revive Spending Plan Update, Appropriation Requests, and Workforce Changes
March 21, 2023

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Utility Users Tax (UUT)
The City’s UUT is 5.5% of utility charges. The price of natural gas substantially increased in December and January, which affects the City’s UUT revenue. For example, the SoCalGas website reports that the core-procurement gas price for January 2023 was 344.892 cents per therm, compared to the January 2022 price of

83.569 cents per therm. We expect FY 2022-23 UUT revenue for natural gas to be approximately $1 million more than the budget amount of $3.2 million, and have adjusted our revenue estimate accordingly.

Electricity for UUT has been steadily increasing over the last several years. Southern California Edison reports that the number of customer accounts has been increasing.

After adopting the FY 2022-23 budget with a $13.1 million revenue estimate, we closed the FY 2021-22 books with a final revenue of $13.7 million. At this time, we expect Electricity UUT to exceed the budget estimate of $13.1 million by $2 million.

Cannabis Tax
The new tax rates became effective January 1, 2023. The earliest we see January receipts is the end of February. Therefore, we have no data to analyze the impact of rate changes. We expect to provide an update of Cannabis Tax with the Third Quarter budget report.

Business License Tax
The majority of annual business license tax is collected in the spring each year.

Therefore, at December 31, the City has only collected a small portion of revenue, and we do not yet have data to analyze the impact of the voter-approved Measure W. We Annual Estimate Received as of Percent
Updated with 1st Qtr 12/31/2022 Received
Property Tax + In-Lieu of VLF + Residual 94,235,000 30,207,055 32% Sales Tax Measure X 88,102,000 28,981,618 33%
Sales Tax Bradley-Burns 64,550,000 21,163,355 33%
Utility Users Tax 24,400,000 12,637,575 52%
Cannabis Tax 22,200,000 7,400,096 33%
Business License Tax 15,000,000 1,556,677 10%
Other Taxes 12,491,100 5,497,980 44%
Charges for Service, Licenses & Permits 21,319,580 14,580,951 68% Jail Facility Revenue 16,521,360 4,874,742 30%
Franchise Fees 10,960,100 2,568,820 23%
All Other 21,773,800 13,687,876 63%
Totals 391,552,940 143,156,745 37%
City Council 24 – 3 3/21/2023
Fiscal Year 2022-23 Mid-Year Budget Update, Revive Spending Plan Update, Appropriation Requests, and Workforce Changes
March 21, 2023

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expect to provide an update of Business License Tax with the Third Quarter budget report.

Building Plan Check Revenue
The FY 2022-23 budget for Building Plan Checks was $2,022,100. As of December 31, we have already collected $3,598,910 of revenue, primarily due to the Main Place development, the Cabrillo multi-use residential building, and the Center Pointe multi-use residential building. Using the most conservative method of forecasting, we are comfortable increasing the revenue estimate by $2 million at this time. Planning & Building has a request to add four full-time positions to meet the increased demand.

Investment Earnings
The City received $128 million of federal funding from the American Rescue Plan Act (ARPA). Many of the City’s projects and programs funded with ARPA take time to execute (e.g. Main Library renovation), which means the City has been holding ARPA cash. Federal guidelines allow us to deposit interest earnings from ARPA cash into the City’s General Fund. In addition, the Federal Reserve has raised interest rates by

3.50% since the City Council’s budget hearing on June 7, 2022. Therefore, we have increased our interest earnings revenue estimate from $475,000 to $2,675,000, which is a $2.2 million increase.

General Fund Expenditures
A summary of General Fund expenditures follows (does not include carryovers from FY 2021-22):

City Council 24 – 4 3/21/2023
Fiscal Year 2022-23 Mid-Year Budget Update, Revive Spending Plan Update, Appropriation Requests, and Workforce Changes
March 21, 2023

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Finance Staff Retirements
Two long-term Finance employees (36 years and 39 years) filed for retirement in December 2022. During budget preparation, staff did not know they would retire during FY 2022-23. The accrued leave-time cash-outs totaled $201,260. The Finance department budget cannot absorb the significant additional expenditure that was compliant with labor agreements, and staff requests a budget increase accordingly.

Santa Ana Zoo’s Giant River Otter/Primate Trails
Staff requests $1.3 million for additional zoo improvements to utilize the contractor already onsite for the giant river otter habitat. The additional improvements will relocate three primate species from the north end of the zoo and remove the antiquated habitats for the upcoming primate forest project. Both improvements are part of the Master Plan.

The requested funding will also address the lighting deficiency in the area.

Waste Hauler Donation
Republic Services provided a donation of $183,500 to the City to support community events and charitable programs. We request General Fund appropriations to allocate $25,000 to the Library, $48,500 to Parks, Recreation & Community Services, $25,000 to Annual Budget Spending as of Percent
Updated with 1st Qtr 12/31/2022 Expended
City Manager's Office 2,939,040 1,349,453 46%
City Council 1,029,860 353,650 34%
Clerk of the Council 1,935,720 607,884 31%
City Attorney's Office 3,584,860 1,184,461 33%
Human Resources 3,884,170 1,840,457 47%
Finance & Mgmt Svcs 11,750,090 5,494,451 47%
Library 6,720,310 2,982,690 44%
Parks, Rec & Comm Svcs 13,574,280 6,344,787 47%
Police Department 142,772,990 67,542,754 47%
Fire Services
1 53,956,950 29,858,584 55%
Planning & Building 19,545,470 7,099,250 36%
Public Works 50,705,414 13,828,303 27%
Community Development 7,944,600 3,291,505 41%
Museum Funding
2 2,542,320 1,795,916 71%
General Non-Dep 48,103,560 22,888,437 48%
Inter-fund Transfers 35,890,490 15,300,834 43%
Totals 406,880,124 181,763,418 45%
1 Fire Services spending includes a one-month advance.2 Museum Funding includes one-time capital reimbursements.

City Council 24 – 5 3/21/2023
Fiscal Year 2022-23 Mid-Year Budget Update, Revive Spending Plan Update, Appropriation Requests, and Workforce Changes
March 21, 2023

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the Non-Departmental section of the budget for the City Manager’s Office to administer, and a Public Works Administration Fund appropriation of $85,000.

The detailed spending plan follows:
• Parks, Recreation & Community Services
o Egg-Cellent Adventure Egg Hunt on April 8 $12,125
o Santa Ana Fun Run 5k/10k and one-mile Fun Run/Toddler Trot $12,125 o Party for the Planet at the Zoo $12,125
o Juneteenth Celebration $12,125
• Library – in partnership with the Segerstrom Center for the Performing Arts, provide creative programs for participants of all ages and abilities through Studio D: Arts School of All Abilities
• City Manager’s Office – funds will be used to augment citywide community events and charitable programs
• Public Works
o May 20 community event $15,000
o Santa Anita Park ground-breaking ceremony in March $3,000 o Park Santiago Gas House community BBQ in March $5,000 o Arbor and Earth Day event on April 22 $7,000
o Various ribbon cutting events $5,000
o Various community meeting rentals and refreshments $15,000 o Educational brochures and handouts $25,000
o Community giveaways $10,000
Police Staffing Request
The Police Department would like to remove one Forensic Specialist II position from the hiring freeze due to increased fingerprint processing and a backlog that adversely affects the quality of investigative results. There is no current year fiscal impact due to budgetary savings. The ongoing actual cost may be $140,000.

Debt Service for 800 MHz Communication System
During FY 2022-23 budget preparation, staff inadvertently omitted a $23,000 principal payment for the 800 MHz communication system used by multiple departments in the City. Staff requests an adjustment to correct the error.

Museum Building Capital Repairs
The FY 2022-23 budget includes funding to reimburse Bowers Museum for capital repairs to the City-owned building, as allowed by the City’s agreement with the museum. The final request from Bowers, based on documented support for the reimbursement, necessitates another $25,000 of funding. Staff recommends an appropriation adjustment accordingly.

City Council 24 – 6 3/21/2023
Fiscal Year 2022-23 Mid-Year Budget Update, Revive Spending Plan Update, Appropriation Requests, and Workforce Changes
March 21, 2023

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Annual Prayer Breakfast and Orange County Pride Parade & Festival Sponsorship As an informational update, other entities and private parties in the City will fund an annual Prayer Breakfast, likely in May. Therefore, we no longer request an appropriation adjustment.

The City received a donation request for the Orange County Pride Parade & Festival held in Santa Ana in June. Staff requests an appropriation of $30,000 to sponsor the event.

Third & Broadway Development – Informational Only
On October 5, 2020, the City entered into a development agreement with Caribou Industries for the Third & Broadway property. The development project includes a residential tower with 171 apartment units (including 17 affordable units), 13,419 square feet of commercial space, and a ten-story parking garage with 212 public parking spaces, 196 residential parking spaces, and 37 hotel valet parking spaces. The project also includes a hotel tower with a 75-room hotel and 83 non-valet parking spaces. The development agreement obligates the City to loan up to $13 million to demolish the existing parking garage, prepare the site with a rough grade, construct 212 of the public parking spaces, and reconstruct Sycamore to reconnect 3rd and 4th Streets. The developer recently completed all contractual requirements to secure the $13 million funding from the City. Based upon new information regarding the timing of project construction, staff will include the $13 million contractual obligation in the FY 2023-24 proposed budget. There is no appropriation request at this time.

Housekeeping Adjustments for Labor Agreements – Informational Update As part of the FY 2022-23 General Fund budget, the City Council appropriated $5 million for any wage increases associated with labor negotiations, within the NonDepartmental section of the budget. On November 15, the City Council approved a labor agreement with the Police Management Association with an estimated fiscal impact that would use $152,606 of the $5 million appropriation. On November 15, the City Council approved a labor agreement with the Part-Time Service Employees International Union with an estimated fiscal impact that would use $377,075 of the $5 million appropriation. On December 20, the City Council approved the last, best and final offer for the Police Officers Association with an estimated fiscal impact that would use $1,325,365 of the $5 million appropriation.

All three staff reports indicated that we would propose housekeeping adjustments at Mid-Year to allocate from the Non-Departmental section into the affected department programs. Housekeeping adjustments do not require additional appropriations; the housekeeping adjustments are merely used to facilitate streamlined accounting of related expenditures. At this time, staff will proceed without the housekeeping adjustments.

City Council 24 – 7 3/21/2023
Fiscal Year 2022-23 Mid-Year Budget Update, Revive Spending Plan Update, Appropriation Requests, and Workforce Changes
March 21, 2023

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Revive Spending Plan Update
The Revive Spending Plan, to protect and revive the community as Santa Ana emerges from the impacts of the pandemic, is from $128 million of federal American Rescue Plan money. The funding must be obligated by December 2024 and fully spent by December 2026. The City has completed many of the projects, and has initiated many more. A comprehensive presentation of the Revive Santa Ana Spending Plan was presented at the February 21, 2023 City Council meeting. Since this time, staff has made themselves available to provide information to and respond to questions from the City Council.

Classification & Compensation Plan and Workforce Changes and Vacancy Report Human Resources requests Classification & Compensation Plan changes across various departments (Exhibit 2), including the creation of six new classifications, deletion of one classification, updates to two existing job titles, and compensation changes to thirty-six existing classifications with an estimated ongoing annual fiscal impact of $140,000.

Detailed information for the following proposed workforce changes are in Exhibit 3.

Library requests changes to streamline staffing and improve administrative supervision.

Specifically, Library recommends deleting one Library Technician and one Management Analyst, and adding one Graphics Designer I and one Senior Management Analyst with no current year fiscal impact due to budgetary savings. The future annual net impact may be $37,000.

Parks, Recreation & Community Services Agency (PRCSA) requests the following workforce changes to improve supervision with no current year fiscal impact. • Delete one Recreation & Community Services Supervisor and add one Recreation Program Coordinator and one Recreation Leader (future annual impact may be $20,000);
• Upgrade one Recreation Leader to a Recreation Program Coordinator (future annual impact may be $34,000); and
• Upgrade one Accounting Assistant to a Management Aide (future annual impact of $26,000).

PRCSA also requests to add the following positions with no current year fiscal impact due to budgetary savings.
• One Recreation Program Coordinator to restructure the existing Senior Mobility Program from a part-time staffing program to a full-time staffing program using existing and future funding from the Orange County Transportation Authority (future annual impact may be $107,000);
• Two General Maintenance Workers to address needed deferred maintenance at the Zoo such as additional tasks related to the opening of the new River Otter City Council 24 – 8 3/21/2023
Fiscal Year 2022-23 Mid-Year Budget Update, Revive Spending Plan Update, Appropriation Requests, and Workforce Changes
March 21, 2023

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Exhibit and assisting with the Zoo’s accreditation by the Association of Zoos & Aquariums (future annual impact may be $212,000);
• One Management Analyst to assist the Zoo Manager with administrative duties and to research and manage grant opportunities for the Zoo (future annual impact may be $140,000); and
• Two Recreation Leaders to achieve a consistent level of service through the consolidation and elimination of part-time positions.

The Planning & Building Agency (PBA) recommends adding four full-time employees to improve permit counter service and meet the demands of increased plan check activity, while balancing the overall workload with contract services. This is the only request in this section that includes a current year budget increase.

FY 2022-23 Budget
Impact
Ongoing Annual Impact
Associate Plan Check Engineer $50,000 $150,000
Combination Building Inspector $36,000 $109,000
Permit Services Technician $34,000 $102,000
Assistant Plan Check Engineer $41,000 $122,000
Total PBA Requests $161,000 $483,000
The Public Works Agency (PWA) requests the following workforce changes with no current year fiscal impact due to budgetary savings.
• Upgrade one Assistant Parks/Landscape Planner to a Public Works Projects Specialist. The future annual net impact may be $14,000. • Add one Projects Manager to the Water Enterprise. The future annual net impact may be $175,000.
• Upgrade one Civil Engineer to a Senior Civil Engineer to promote supervision, retain talent, and execute project delivery improvements for capital improvement projects. Various restricted funding sources for CIP projects will bear the ongoing cost of the upgrade, which may be $24,000 annually.
• Delete two Maintenance Worker II positions and reallocate the funding to contractual services for the Revive program.

The following table summarizes the requested workforce changes.

Department Quantity Position Fund
Library -1 Library Technician General Fund
Library -1 Management Analyst General Fund
Library 1 Graphics Designer I General Fund
Library 1 Senior Management Analyst General Fund
PRCSA -1 Recreation and Community Services Supervisor General Fund PRCSA 1 Recreation Program Coordinator General Fund
PRCSA 1 Recreation Leader General Fund
City Council 24 – 9 3/21/2023
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PRCSA -1 Accounting Assistant General Fund
PRCSA 1 Management Aide General Fund
PRCSA -1 Recreation Leader General Fund
PRCSA 1 Recreation Program Coordinator General Fund
PRCSA 1 Recreation Program Coordinator for SMP Senior Mobility PRCSA 2 General Maintenance Worker for the Zoo General Fund PRCSA 1 Management Analyst for the Zoo General Fund
PRCSA 2 Recreation Leader to replace PT positions General Fund Planning & Building 1 Associate Plan Check Engineer General Fund Planning & Building 1 Combination Building Inspector General Fund Planning & Building 1 Permit Services Technician General Fund Planning & Building 1 Assistant Plan Check Engineer General Fund Public Works -1 Assistant Parks/Landscape Planner Civic Center Authority
Public Works 1 Public Works Projects Specialist Civic Center Authority
Public Works 1 Projects Manager Water Enterprise
Public Works -1 Civil Engineer Capital Projects
Public Works 1 Senior Civil Engineer Capital Projects
Public Works -2 Maintenance Worker II Federal ARPA
10 Total Net Positions
The Vacancy Report as of December 31, 2023 is in Exhibit 4.

Other Funds
Cannabis Public Benefit Fund
The FY 2021-22 Cannabis Public Benefit Fund budget included $1,287,990 for the Newhope Library Renovation, and the FY 2022-23 budget included $1,110,730. Due to project scope enhancements, the Library requests an additional $1,150,000 of one-time money from this fund for the Newhope Library Renovation, including replacement of existing end-of-life HVAC systems and units, critical upgrades to electrical systems and cabling, and modern technology improvements in the new Media Lab and existing large meeting room that will help bridge the digital divide. The City expects to solicit construction bids in June for a target completion date of May 2024. After absorbing the potential revenue shortfall reported to City Council on October 4, 2022 due to Cannabis tax rate changes, the estimated fund balance is approximately $2.8 million, which is sufficient to cover the recommended $1,150,000 appropriation adjustment.

Gas Tax Fund
The state imposes Gas Tax on a cents-per-gallon basis and allocates a portion to the city. Gas Tax is not a percentage of sales. Therefore, when gas prices escalate and drivers purchase fewer gallons of gas, the City’s Gas Tax revenue decreases. The most recent Gas Tax estimates from the League of California Cities Fiscal Policy Advisor City Council 24 – 10 3/21/2023
Fiscal Year 2022-23 Mid-Year Budget Update, Revive Spending Plan Update, Appropriation Requests, and Workforce Changes
March 21, 2023

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indicate the City’s share will approximate $14.7 million. The FY 2022-23 budgeted revenue estimate was $17.2 million, based on previous League information, which supports decreasing the budget estimate by $2.5 million.

To ensure the City’s right-of-way maintenance services are not impacted, staff recommends a $2.5 million General Fund appropriation to cover the shortfall. If approved, expenditures for the Fairview Bridge & Street Improvements, Traffic Signal Maintenance, Median Landscaping, and Roadway Maintenance expenditures will move to the General Fund. Increasing General Fund spending for right-of-way maintenance improves the City’s ability to comply with the Orange County Transportation Authority Maintenance of Effort for Measure M2 funding.

Restricted Fund Adjustments
The City receives updated information after the beginning of the fiscal year for various restricted funding sources. Examples include the Civic Center Authority adopting the budget after June, and update to federal monies available for various programs. Staff recommends a series of adjustments to resize restricted-money appropriations to available balances and authorizations. The details of these adjustments are included in Exhibit 1.

FISCAL IMPACT
The General Fund fiscal impact appears at the beginning of this report. Exhibit 1 includes the line-item changes to revenue estimates and recommended appropriation adjustments. Exhibit 5 includes the estimated June 30, 2023 fund balance for all funds, including the revenue impacts and recommendations covered in this report.

EXHIBIT

1. Line Item Changes to Revenue Estimates and Recommended Adjustments

2. Resolution No. 2023-XXX, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA ANA TO AMEND RESOLUTION NO. 2015-026 TO EFFECT CERTAIN CHANGES TO THE CITY’S BASIC CLASSIFICATION AND COMPENSATION PLAN

3. Resolution No. 2023-XXX, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA ANA TO AMEND THE CURRENT FISCAL YEAR 2022-2023 ANNUAL

BUDGET TO ADD AND DELETE FULL-TIME POSITIONS IN THE LIBRARY

DEPARTMENT, PARKS, RECREATION, AND COMMUNITY SERVICES

DEPARTMENT, PLANNING AND BUILDING DEPARTMENT, AND PUBLIC WORKS

DEPARTMENT

4. Vacancy Report at December 31, 2022

5. Updated FY 2022-23 Fund Balance Summary for All Funds Submitted By: Kathryn Downs, FMSA Executive Director
Approved By: Kristine Ridge, City Manager
City Council 24 – 11 3/21/2023
Line Item Changes to Revenue Estimates and Recommended Appropriation Adjustments EXHIBIT 1
Description Account Revenue Spending
Utility Users Tax (UUT) - Natural Gas 01102002-50032 $ 1,000,000 Utility Users Tax (UUT) - Electricity 01102002-50031 $ 2,000,000 Building Plan Check 01116002-53600 $ 2,000,000
Investment Earnings 01102002-58000 $ 2,200,000
Finance Staff Retirements 01110130-61010 $ 135,800
Finance Staff Retirements 01110131-61010 $ 65,460
Waste Hauler Donation Revenue 01102002-57XXX $ 183,500
Waste Hauler Donation - Non Departmental 01105015-62300 $ 25,000 Waste Hauler Donation - Parks, Rec & Comm Svcs 01113230-62300 $ 48,500 Waste Hauler Donation - Library 01111110-62300 $ 25,000 Waste Hauler Donation - Public Works 10117601-62300 $ 85,000 Planning & Building Staff Request 011165XX-6XXXX $ 161,000 Debt Service for 800MHz Communication System 01116500-67200 $ 23,000 Museum Building Capital Repairs 01112030-69135 $ 25,000 Right-of-way maintenance to cover Gas Tax revenue reduction 01117XXX-6XXXX $ 2,500,000 Santa Ana Zoo improvements for Giant River Otter/Primate Trails 01113220-66XXX $ 1,300,000 Orange County Pride Parade & Festival - June 2023 01105015-62300 $ 30,000 General Fund Totals $ 7,383,500 $ 4,423,760
Cannabis Public Benefit Fund - Newhope Library 01211020-66200 $ 1,150,000 Gas Tax expenditure reduction 02917XXX-6XXXX $ (2,500,000) Other Restricted Fund Adjustments:

Bristol Street Improvements - update funding source 02917660-66220 $ (4,000,000) Bristol Street Improvements - update funding source 05917663-66220 $ 4,000,000 Clean Air money available for 3 charging stations 03117101-66400 $ 100,000 Project fees for project monitoring 05317021-62340 $ 150,000 NPDES fees for settlement & Fairview/Sunflower storm drain 05717640-62300 $ 420,000 New street impact fee from refuse hauler - move account 05917660-66220 $ 2,666,666 New street impact fee from refuse hauler - move account 06917019-66220 $ (2,666,666) Re-appropriate Facilities Condition Assessment 07317100-62300 $ 300,000 Move & adjust Civic Center Authority budget to match adopted 07414400-6XXXX $ (603,446) Move & adjust Civic Center Authority budget to match adopted 07417655-6XXXX $ 537,970 Move the accounting for CNG operations 07517100-63301 $ (40,000) Move the accounting for CNG operations 07617102-63301 $ 40,000 Reduce past-years set-aside training budget to remaining available 08809050-62300 $ (11,573) Federal money adjustment for WORK center 12318752-6XXXX $ 39,972 Federal money adjustment for WORK center 12318753-6XXXX $ 515,309 Federal money adjustment for WORK center 12318754-6XXXX $ 550,772 Federal money adjustment for WORK center 12318756-6XXXX $ (93,972) Federal money adjustment for WORK center 12318763-6XXXX $ 116,317 Federal money available for emergency services 12514407-6XXXX $ 2,047,580 Federal money available for emergency services 12514491-61XXX $ 168,561 Adjust public safety grant spending to amount available 12714406-61040 $ (6,789) Adjust public safety grant spending to amount available 12714409-61000 $ (19,016) Federal money available for restricted law enforcement 12814409-6XXXX $ 103,807 Federal money available for restricted law enforcement 12814417-61040 $ 20,039 Federal money available for housing assistance 13618760-69158 $ 17,610 Appropriate remaining federal COVID money for housing 15718760-62300 $ 428 Adjust planning grants spending to amounts available 15816500-6XXXX $ (172,170) Adjust federal traffic safety spending to the amount available 16514414-61040 $ (32,697) Asset seizure money available for spending 16614450-6XXXX $ 242,170 Move developer fee spending for new Harbor Specific Plan 31113260-66220 $ (2,383,974) City Council 24 – 12 3/21/2023
Line Item Changes to Revenue Estimates and Recommended Appropriation Adjustments EXHIBIT 1 Description Account Revenue Spending
Move developer fee spending for new Harbor Specific Plan 31413260-66220 $ (528,039) Move developer fee spending for new Harbor Specific Plan 31513260-66220 $ 2,912,013 Inclusionary housing fees available for affordable housing svcs 41718820-62300 $ 283,020 City Council 24 – 13 3/21/2023
Resolution 2023-XXX

Page 1 of 6 ends

RESOLUTION NO. 2023-XXX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA ANA TO AMEND RESOLUTION NO. 2015-026 TO
EFFECT CERTAIN CHANGES TO THE CITY’S BASIC

CLASSIFICATION AND COMPENSATION PLAN

BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA AS FOLLOWS:

Section 1. The City Council of the City of Santa Ana hereby finds, determines, and declares as follows:

A. Section 1004 of the City Charter of the City of Santa Ana requires the City Manager to prepare, install, and maintain a position classification and pay plan subject to civil service rules and regulations and the approval of the City Council.

B. It is the City’s practice to assign job titles that reflect the duties and responsibilities of the classification and are consistent with other classifications within the City’s organizational structure, as well as comparable job titles in the labor market, while maintaining internal pay equity relationships and attracting and retaining qualified candidates.

C. On June 16, 2015, the City Council adopted Resolution No. 2015-026 amending and reestablishing the Basic Classification and Compensation Plan for all full-time and part-time classifications of officers and employees of the City of Santa Ana.

D. The City Council has amended and reestablished the Basic Classification and Compensation Plan on numerous occasions since its adoption.

E. On December 20, 2022, the City Council implemented the terms and conditions of the City’s last, best, and final offer made to the Santa Ana Police Officers Association (“SAPOA”) on September 8, 2022 that included a base salary increase of three (3) percent effective the pay period following City Council approval, or January 1, 2023.

F. It is now desired to amend Resolution No. 2015-026, as amended, and its corresponding exhibits in order to effect these changes, as shown below.

Section 2. The Santa Ana City Council amends Resolution No. 2015-026, as amended, and its corresponding exhibits as follows:

EXHIBIT 2
City Council 24 – 14 3/21/2023
Resolution 2023-XXX

Page 2 of 6 ends

A. Updating the following Exhibit D monthly steps for SAPOA classifications per the implemented terms and conditions of the City’s last, best, and final offer dated September 8, 2022 that included a base salary increase of three (3) percent effective January 1, 2023:

JOB TITLE SRR A B C D E
Animal Service Officer I 668 $5,597 $5,877 $6,172 $6,480 $6,804 Animal Service Officer II 698 $6,480 $6,804 $7,145 $7,501 $7,876 Background Investigator 683 $6,022 $6,324 $6,639 $6,971 $7,320 Communications Services Officer 663 $5,463 $5,736 $6,022 $6,324 $6,639 Correctional Officer 683 $6,022 $6,324 $6,639 $6,971 $7,320 Correctional Supervisor 732 $7,650 $8,033 $8,435 $8,857 $9,300 Crime Research Aide 694 $6,355 $6,672 $7,005 $7,355 $7,724 Crime Research Analyst 720 $7,215 $7,576 $7,955 $8,352 $8,770 Emergency Operations Coordinator 752 $8,435 $8,857 $9,300 $9,766 $10,254 Firearms Examiner 739 $7,916 $8,311 $8,727 $9,164 $9,622 Forensic Services Supervisor 770 $9,209 $9,670 $10,153 $10,661 $11,194 Forensic Specialist I 694 $6,355 $6,672 $7,005 $7,355 $7,724 Forensic Specialist II 713 $6,971 $7,320 $7,687 $8,072 $8,476 Parking Control Officer 633 $4,716 $4,954 $5,203 $5,463 $5,736 Police Athletic/Activities League
Assistant Director 662 $5,436 $5,708 $5,993 $6,293 $6,607 Police Communications Supervisor 728 $7,501 $7,876 $8,270 $8,684 $9,119 Police Community Services
Specialist 683 $6,022 $6,324 $6,639 $6,971 $7,320
Police Evidence and Supply
Specialist 666 $5,543 $5,820 $6,112 $6,417 $6,738
Police Evidence and Supply
Supervisor 686 $6,112 $6,417 $6,738 $7,075 $7,427
Police Investigative Specialist 683 $6,022 $6,324 $6,639 $6,971 $7,320 Police Officer 739 $7,916 $8,311 $8,727 $9,164 $9,622
Police Photo/Video Specialist 678 $5,877 $6,172 $6,480 $6,804 $7,145 Police Property and Evidence
Supervisor 686 $6,112 $6,417 $6,738 $7,075 $7,427
Police Recruit 692 $6,293 $6,607 $6,937 $7,285 $7,650
Police Sergeant 782 $9,766 $10,254 $10,767 $11,305 $11,871 Police Service Officer 663 $5,463 $5,736 $6,022 $6,324 $6,639 Police Services Dispatcher 688 $6,172 $6,480 $6,804 $7,145 $7,501 Rangemaster 663 $5,463 $5,736 $6,022 $6,324 $6,639
Senior Parking Control Officer 653 $5,203 $5,463 $5,736 $6,022 $6,324 Traffic Services Specialist 683 $6,022 $6,324 $6,639 $6,971 $7,320 City Council 24 – 15 3/21/2023
Resolution 2023-XXX

Page 3 of 6 ends

B. Adding the following classifications effective March 26, 2023, which is the start date of the first full pay period following City Council approval.

JOB TITLE EXH SRR BASIS STEP RATE
Data Analyst (UC) B 668 Monthly
AA $6,538
A $6,863
B $7,209
C $7,568
D $7,948
E $8,346
Human Resources Communications
Specialist (UC) B 663 Monthly
AA $6,380
A $6,702
B $7,034
C $7,386
D $7,754
E $8,142
Senior Human Resources Communications
Specialist (AM) E 722 Monthly
A $8,509
B $8,935
C $9,380
D $9,850
E $10,345
Data Analyst (Part-Time) I - Hourly
AA $37.72
A $39.59
B $41.59
C $43.66
D $45.85
E $48.15
Personnel Board Secretary (Part-Time) I - Hourly
AA $29.00
A $30.45
B $31.97
C $33.57
D $35.25
E $37.01
Senior Human Resources Communications
Specialist (Part-Time) I - Hourly
A $49.09
B $51.55
C $54.12
D $56.83
E $59.68
City Council 24 – 16 3/21/2023
Resolution 2023-XXX

Page 4 of 6 ends

C. Deleting the following classification effective March 26, 2023, which is the start date of the first full pay period following City Council approval.

JOB TITLE EXH SRR BASIS STEP RATE
Risk Management Technician I - Hourly
A $31.62
B $33.23
C $34.88
D $36.63
E $38.46
D. Changing the compensation of the following classifications to the pay rates listed below effective March 26, 2023, which is the start date of the first full pay period following City Council approval.

JOB TITLE EXH SRR BASIS STEP RATE
Utilities Customer Service Supervisor F 677 Monthly
AAA $5,678
AA $5,963
A $6,260
B $6,574
C $6,903
D $7,247
E $7,609
Administrative Intern I - Hourly A $18.15
B $19.06
Budget Intern I - Hourly A $19.97
B $20.96
Engineering Intern I - Hourly A $19.97
B $20.96
Management Intern I - Hourly A $21.96
B $23.06
Senior Administrative Intern I - Hourly A $19.97
B $20.96
City Council 24 – 17 3/21/2023
Resolution 2023-XXX

Page 5 of 6 ends

E. Changing the job title of the following classifications effective March 26, 2023, which is the start date of the first full pay period following City Council approval.

Change ‘Equity and Inclusion Coordinator (Exempt) (UC)’ to:

JOB TITLE EXH SRR BASIS STEP RATE
Equity and Inclusion Coordinator
(Excepted) (UC) B 668 Monthly
AA $6,538
A $6,863
B $7,209
C $7,568
D $7,948
E $8,346
Change ‘Planning Technician’ to:

JOB TITLE EXH SRR BASIS STEP RATE
Planning Technician (Part-Time) H - Hourly
A $26.08
B $27.37
C $28.75
D $30.19
E $31.71
Section 3. Except as amended by this Resolution, all other provisions of Resolution No. 2015-026, as amended, and its corresponding exhibits shall remain in full force and effect.

Section 4. This Resolution is to be operative from and after the date which it is adopted.

ADOPTED this 21st day of March, 2023.
___________________________
Valerie Amezcua
Mayor
APPROVED AS TO FORM:

Sonia R. Carvalho
City Attorney
By: __________________
Laura A. Rossini
Chief Assistant City Attorney
City Council 24 – 18 3/21/2023
Resolution 2023-XXX

Page 6 of 6 ends

AYES: Councilmembers
NOES: Councilmembers
ABSTAIN: Councilmembers
NOT PRESENT: Councilmembers

Date: ___________________ ____________________________
City Clerk
City of Santa Ana
City Council 24 – 19 3/21/2023
Resolution 2023-XXX

Page 1 of 5 ends

RESOLUTION NO. 2023-XXX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA ANA TO AMEND THE CURRENT FISCAL YEAR 2022-
2023 ANNUAL BUDGET TO ADD AND DELETE FULL-TIME

POSITIONS IN THE LIBRARY DEPARTMENT, PARKS,

RECREATION, AND COMMUNITY SERVICES DEPARTMENT,

PLANNING AND BUILDING DEPARTMENT, AND PUBLIC
WORKS DEPARTMENT.

BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA AS FOLLOWS:

Section 1: The City Council hereby finds, determines, and declares as follows:

A. On June 21, 2022, the City Council passed and adopted Ordinance No. NS3021, establishing the City’s Budget for Fiscal Year 2022-2023 and authorizing position allocations for Fiscal Year 2022-2023. The Ordinance also sets forth the requirement that alterations in the allocation of authorized positions be reviewed and approved by the City Council.

B. The Executive Director of the Library Department requests to amend the Fiscal Year 2022-2023 budget to add the following full-time positions: one (1) Graphics Designer I and one (1) Senior Management Analyst, and the deletion of the following full-time positions: one (1) Library Technician and one (1) Management Analyst.

C. The Executive Director of the Parks, Recreation, and Community Services Department requests to amend the Fiscal Year 2022-23 budget to add the following full-time positions: three (3) Recreation Program Coordinators, three (3) Recreation Leaders, two (2) General Maintenance Workers, one (1) Management Aide, and one (1) Management Analyst, and the deletion of the following full-time positions: one (1) Recreation Leader, one (1) Accounting Assistant, and one (1) Recreation and Community Services Supervisor.

D. The Executive Director of the Planning and Building Department requests to amend the Fiscal Year 2022-23 budget to add the following full-time positions:
one (1) Assistant Plan Check Engineer, one (1) Associate Plan Check Engineer, one (1) Permit Services Technician, and one (1) Combination Building Inspector.

E. The Executive Director of the Public Works Department requests to amend the Fiscal Year 2022-23 budget to add the following full-time positions: one (1) Public Works Projects Specialist, one (1) Projects Manager, and one (1) Senior Civil Engineer, and the deletion of the following full-time positions: one (1) EXHIBIT 3
City Council 24 – 20 3/21/2023
Resolution 2023-XXX

Page 2 of 5 ends

Assistant Parks/Landscape Planner, one (1) Civil Engineer, and two (2) Maintenance Worker II.

F. It is now desired to amend the Fiscal Year 2022-2023 budget, as amended in order to effect this change, as shown below.

Section 2: The City’s Annual budget for Fiscal Year 2022-2023, as amended, is hereby further amended to add and delete the following positions in the Library Department, at the monthly seven-step range as indicated:
7-Step Salary Rate Range Effective 3/21/2023
Classification Title
Number of
Positions Added SSR
Monthly Salary
Minimum-Maximum
Graphics Designer I 1 642 $4,787 - $6,415
Library Technician -1 610 $4,091 - $5,488
Section 3: The City’s Annual budget for Fiscal Year 2022-2023, as amended, is hereby further amended to add and delete the following positions in the Library Department, at the monthly five-step range and monthly six-step range indicated:
5-Step Salary Rate Range Effective 3/21/2023
Classification Title
Number of
Positions Added SSR
Monthly Salary
Minimum-Maximum
Senior Management
Analyst 1 707 $7,908 - $9,610
6-Step Salary Rate Range Effective 3/21/2023
Classification Title
Number of
Positions Added SSR
Monthly Salary
Minimum-Maximum
Management Analyst -1 668 $6,538 - $8,346
Section 4: The City’s Annual budget for Fiscal Year 2022-2023, as amended, is hereby further amended to add and delete the following positions in the Parks, Recreation, and Community Services Department, at the monthly seven-step range as indicated:
7-Step Salary Rate Range Effective 3/21/2023
Classification Title
Number of
Positions Added SSR
Monthly Salary
Minimum-Maximum
Recreation Program
Coordinator 3 640 $4,741 - $6,353
Recreation Leader 3 560 $3,205 - $4,296
City Council 24 – 21 3/21/2023
Resolution 2023-XXX

Page 3 of 5 ends

General Maintenance
Worker 2 639 $4,718 - $6,322
Recreation Leader -1 560 $3,205 - $4,296
Accounting Assistant -1 621 $4,317 - $5,790
Recreation and
Community Services
Supervisor
-1 721 $7,039 - $9,434
Section 5: The City’s Annual budget for Fiscal Year 2022-2023, as amended, is hereby further amended to add the following positions in the Parks, Recreation, and Community Services Department, at the monthly six-step range as indicated:
6-Step Salary Rate Range Effective 3/21/2023
Classification Title
Number of
Positions Added SSR
Monthly Salary
Minimum-Maximum
Management Aide 1 642 $5,759 - $7,351
Management Analyst 1 668 $6,538 - $8,346
Section 6: The City’s Annual budget for Fiscal Year 2022-2023, as amended, is hereby further amended to add the following positions in the Planning and Building Department, at the monthly seven-step range as indicated:
7-Step Salary Rate Range Effective 3/21/2023
Classification Title
Number of
Positions Added SSR
Monthly Salary
Minimum-Maximum
Assistant Plan Check
Engineer 1 754 $8,269 - $11,086
Associate Plan Check
Engineer 1 769 $8,897 - $11,934
Permit Services
Technician 1 671 $5,515 - $7,391
Combination Building
Inspector 1 687 $5,963 - $7,989
Section 7: The City’s Annual budget for Fiscal Year 2022-2023, as amended, is hereby further amended to add and delete the following positions in the Public Works Department, at the monthly seven-step range as indicated:
7-Step Salary Rate Range Effective 3/21/2023
Classification Title
Number of
Positions Added SSR
Monthly Salary
Minimum-Maximum
Projects Manager 1 741 $7,761 - $10,401
City Council 24 – 22 3/21/2023
Resolution 2023-XXX

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Public Works Projects
Specialist 1 703 $6,446 - $8,641
Senior Civil Engineer 1 792 $9,955 - $13,342
Assistant
Parks/Landscape
Planner
-1 682 $5,818 - $7,799
Civil Engineer -1 769 $8,897 - $11,934
Maintenance Worker II -2 620 $4,296 - $5,762
Section 8: All classification salary rate ranges are set forth in the City's "Salary Schedule" as periodically updated.

Section 9: That except as amended by this resolution, all other provisions of the Annual Budget for the Fiscal Year 2022-2023, as amended, shall remain in full force and effect.

Section 10: This Resolution is operative from and after the date upon which it is adopted.

ADOPTED this 21st day of March 2023.
___________________________
Valerie Amezcua
Mayor
APPROVED AS TO FORM:

Sonia R. Carvalho
City Attorney
By: __________________
Laura A. Rossini
Chief Assistant City Attorney
AYES: Councilmembers
NOES: Councilmembers
ABSTAIN: Councilmembers
NOT PRESENT: Councilmembers
City Council 24 – 23 3/21/2023
Resolution 2023-XXX

Page 5 of 5 ends

CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, Jennifer Hall, City Clerk, do hereby attest to and certify the attached Resolution No. 2023- ___ to be the original Resolution adopted by the City Council of the City of Santa Ana on March 21, 2023
Date: ___________________ ____________________________
City Clerk
City of Santa Ana
City Council 24 – 24 3/21/2023
As of December 31, 2022
Department
FY 22-23
Funded
Positons
GF
Vacancies
Non-GF
Vacancies
Total
Vacancies
Hiring
Freeze
Vacancies
Total
Funded
Vacancies
Vacancy
Rate
City Manager's Office 16 2 2 4 0 4 25%
City Attorney's Office 17 6 0 6 0 6 35%
Clerk of the Council 7 4 0 4 0 4 57%
Community Development 62 0 5 5 0 5 8%
Finance & Management Services 68 8 2 10 0 10 15%
Information Technology 23 0 10 10 0 10 43%
Human Resources 31 2 1 3 0 3 10%
Planning & Building 95 15 3 18 0 18 19%
Police Department 640 64 1 65 7 58 10%
Parks, Recreation, & Community Services 53 3 2 5 0 5 9% Library 37 5 0 5 0 5 14%
Public Works Agency 311 12 62 74 2 72 24%
Total 1360 121 88 209 9 200 15%
EXHIBIT 4
City Council 24 – 25 3/21/2023
Fund
Number
Fund Name Beginning Balance FY 22-23
Revenues
FY 22-23
Transfers In
FY 22-23 Total
Resources
FY 22-23
Expenditures
FY 22-23
Transfers Out
FY 22-23
Total Uses
Change in Fund
Balance
Estimated Ending
Fund Balance

GENERAL FUND
011 GENERAL FUND 144,163,846 399,486,440 - 399,486,440 (383,028,112) (51,488,070) (434,516,182) (35,029,742) 109,134,100 General Fund Total 144,163,846 399,486,440 - 399,486,440 (383,028,112) (51,488,070) (434,516,182) (35,029,742) 109,134,100

SPECIAL REVENUE - GENERAL FUND
012 CANNABIS PUBLIC BENEFIT FUND 25,137,682 - 14,233,300 14,233,300 (34,253,291) - (34,253,291) (20,019,991) 5,117,690 016 CASP CERTIFICATION & TRAINING 345,932 85,000 - 85,000 (85,000) - (85,000) - 345,930 021 CATV FUND 1,783,304 250,000 - 250,000 (250,000) - (250,000) - 1,783,300 022 PRCSA FEE & DONATION 1,012,093 - - - (975,735) - (975,735) (975,735) 36,360 051 CAPITAL OUTLAY FUND 4,525,792 1,023,500 292,000 1,315,500 (5,200,189) - (5,200,189) (3,884,689) 641,100 053 CITY SERVICES 1,723,211 3,621,520 - 3,621,520 (3,771,520) - (3,771,520) (150,000) 1,573,210 100 SECTION 457 FIDUCIARY ADMIN 103,634 67,300 - 67,300 (93,000) - (93,000) (25,700) 77,930 110 STRONG MOTION INSTRUMENTATION 101,699 16,000 - 16,000 (16,000) - (16,000) - 101,700 120 FIRE FACILITIES FUND 2,560,965 780,100 - 780,100 (2,728,100) - (2,728,100) (1,948,000) 612,960 121 SPECIAL REPAIR/DEMOLITION 651,447 160,000 - 160,000 (160,000) - (160,000) - 651,450 Special Revenue - General Fund Total 37,945,758 6,003,420 14,525,300 20,528,720 (47,532,835) - (47,532,835) (27,004,115) 10,941,630

GRANT FUNDS
031 AIR QUALITY IMPR. (AB 2766) 1,678,310 785,268 - 785,268 (2,100,734) (7,050) (2,107,784) (1,322,516) 355,790 122 EMERGENCY & HEALTH GRANTS 4,296,361 12,849,751 - 12,849,751 (12,330,590) (810) (12,331,400) 518,351 4,814,710 123 WORKFORCE INVESTMENT ACT (412,321) 4,900,929 - 4,900,929 (4,427,618) (60,990) (4,488,608) 412,321 - 124 ORANGE COUNTY SSA GRANTS 1,201,336 3,733,474 - 3,733,474 (3,722,674) (10,800) (3,733,474) - 1,201,340 125 OES UASI (623,736) 9,781,134 - 9,781,134 (9,157,201) - (9,157,201) 623,933 200 127 D.O.J. GRANT FUND 16,005 434,782 - 434,782 (434,782) - (434,782) - 16,010 128 POLICE BLOCK GRANTS 1,299,220 1,001,434 - 1,001,434 (1,870,401) - (1,870,401) (868,967) 430,250 130 HOME PROGRAM FEDERAL GRANT 2,366,375 8,038,907 - 8,038,907 (9,556,849) (9,610) (9,566,459) (1,527,552) 838,820 135 COMMUNITY DEV BLOCK GRANT (1,417,933) 18,320,797 - 18,320,797 (16,769,572) (107,670) (16,877,242) 1,443,555 25,620 136 HOUSING AUTHORITY-VOUCHER HAP (171,857) 42,504,227 - 42,504,227 (42,332,370) - (42,332,370) 171,857 - 137 HOUSING AUTHORITY- MAINSTREAM - 2,427,940 - 2,427,940 (2,427,940) - (2,427,940) - - 138 HOUSING AUTHORITY- MS5 (36,509) 2,357,600 - 2,357,600 (2,357,600) - (2,357,600) - (36,510) 139 HOUSING AUTHORITY-NEW CONSTR 145,833 360,230 - 360,230 (360,000) (230) (360,230) - 145,830 140 HOUSING AUTHORITY-VOUCHER ADM 2,349,174 4,539,380 - 4,539,380 (4,452,386) (91,940) (4,544,326) (4,946) 2,344,230 142 NSP FEDERAL GRANT 1,556,628 228,498 - 228,498 (1,644,000) - (1,644,000) (1,415,502) 141,130 145 RENTAL REHABILITATION GRANT 396,231 - - - (38,653) - (38,653) (38,653) 357,580 152 PUBLIC LIBRARY GRANT FUND 409 9,339,901 - 9,339,901 (9,339,901) - (9,339,901) - 410 157 HSG ADMIN CARES ACT COVID-19 428 - - - (428) - (428) (428) - 158 PLANNING GRANTS PROGRAM (218,831) 10,567,889 - 10,567,889 (10,199,699) - (10,199,699) 368,190 149,360 165 OFFICE OF SAFETY GRANT 147,874 916,406 - 916,406 (900,306) - (900,306) 16,100 163,970 169 RECREATION GRANTS FUND 545,223 300,640 - 300,640 (304,727) - (304,727) (4,087) 541,140 179 ARPA EHV HAP 416,414 768,187 - 768,187 (1,184,601) - (1,184,601) (416,414) - 180 ARPA EHV ADMIN FEES 184,861 267,180 - 267,180 (296,281) - (296,281) (29,101) 155,760 181 AMERICAN RESCUE PLAN ACT 115,979,208 99,531,883 - 99,531,883 (115,979,235) - (115,979,235) (16,447,352) 99,531,860 182 HOME-ARP PROGRAM FEDERAL GRANT - 6,201,228 - 6,201,228 (6,201,228) - (6,201,228) - - 183 ARPA - CA FOR ALL YOUTH WDP - 4,497,520 - 4,497,520 (4,497,520) - (4,497,520) - - Grant Funds Total 129,698,705 244,655,185 - 244,655,185 (262,887,296) (289,100) (263,176,396) (18,521,211) 111,177,500 Estimated Spendable Fund Balance Summary
Fiscal Year 2022-2023
EXHIBIT 5
City Council 24 – 26 3/21/2023
Fund
Number
Fund Name Beginning Balance FY 22-23
Revenues
FY 22-23
Transfers In
FY 22-23 Total
Resources
FY 22-23
Expenditures
FY 22-23
Transfers Out
FY 22-23
Total Uses
Change in Fund
Balance
Estimated Ending
Fund Balance
Estimated Spendable Fund Balance Summary
Fiscal Year 2022-2023

OTHER RESTRICTED FUNDS
020 OTS-TRAFFIC OFFENDER PROGRAM 33,912 55,360 - 55,360 (55,360) - (55,360) - 33,910 023 INMATE WELFARE FUND 1,811,407 2,299,510 - 2,299,510 (2,299,510) - (2,299,510) - 1,811,410 024 POLICE ACTIVITIES & PROGRAMS (143,559) 565,320 - 565,320 (565,270) - (565,270) 50 (143,510) 026 CRIMINAL ACTIVITIES FUND 144,634 - - - (70,520) - (70,520) (70,520) 74,110 029 SPECIAL GAS TAX 27,033,527 14,742,582 - 14,742,582 (7,722,442) (33,402,894) (41,125,336) (26,382,754) 650,770 074 CIVIC CENTER MAINTENANCE (275,075) 3,929,669 1,179,400 5,109,069 (4,774,734) (13,200) (4,787,934) 321,135 46,060 133 HOUSING AUTHORITY-ISSUER FEE 2,741,131 70,000 - 70,000 (128,790) (1,300) (130,090) (60,090) 2,681,040 166 US DOJ ASSET FORFEITURE FUND 972,304 - - - (1,000,670) - (1,000,670) (1,000,670) (28,370) 167 US TREASURY ASSET FORFEITURE 139,884 - - - (139,280) - (139,280) (139,280) 600 177 EMERGENCY RENTAL ASSISTANCE PG 2,667,174 7,487,509 - 7,487,509 (8,133,226) (2,520) (8,135,746) (648,237) 2,018,940 178 COVID-19 RESPONSE (137,782) 7,362,219 - 7,362,219 (3,997,089) - (3,997,089) 3,365,130 3,227,350 417 CDA INCLUSIONARY HOUSING FEE 14,841,591 71,120 - 71,120 (4,819,517) (9,900) (4,829,417) (4,758,297) 10,083,290 607 HOUSING AUTHORITY LMIHF 4,887,424 770,280 - 770,280 (1,967,270) (12,040) (1,979,310) (1,209,030) 3,678,390 655 2018 SERIES TAX ALLOC BOND - - 11,231,650 11,231,650 (11,231,650) - (11,231,650) - - 670 COSA RDA 484,393 - 130,000 130,000 (130,200) - (130,200) (200) 484,190 671 COSA RDA OBLIGATION RETIREMENT 10,604,329 11,773,130 - 11,773,130 (411,480) (11,361,650) (11,773,130) - 10,604,330 Other Restricted Funds Total 65,805,292 49,126,699 12,541,050 61,667,749 (47,447,008) (44,803,504) (92,250,512) (30,582,763) 35,222,510

ENTERPRISE FUNDS
027 PARKING FUND 1,088,037 2,281,390 2,873,040 5,154,430 (5,154,430) - (5,154,430) - 1,088,040 056 SANITARY SEWER SERVICE 8,252,906 8,895,300 - 8,895,300 (9,073,415) (250,000) (9,323,415) (428,115) 7,824,790 057 FED CLEAN WATER PROTECTION ENT 4,754,649 1,750,000 2,665,800 4,415,800 (7,068,190) (200,000) (7,268,190) (2,852,390) 1,902,260 060 WATER REVENUE 45,840,958 73,576,450 - 73,576,450 (74,597,322) (41,452,622) (116,049,944) (42,473,494) 3,367,460 066 ACQUISITION & CONSTRUCTION 809,695 8,250,000 40,171,822 48,421,822 (49,231,517) - (49,231,517) (809,695) - 067 REGIONAL TRANSP CENTER 378,256 759,870 1,081,870 1,841,740 (1,777,850) - (1,777,850) 63,890 442,150 068 SANITATION FUND 6,809,184 6,142,900 200,000 6,342,900 (9,338,336) - (9,338,336) (2,995,436) 3,813,750 069 REFUSE COLLECTION SERVICE 7,197,102 19,388,856 - 19,388,856 (15,908,080) (3,676,666) (19,584,746) (195,890) 7,001,210 Enterprise Funds Total 75,130,786 121,044,766 46,992,532 168,037,298 (172,149,140) (45,579,288) (217,728,428) (49,691,130) 25,439,660

INTERNAL SERVICE FUNDS
070 EQUIPMENT REPLACEMENT FUND 7,942,223 738,700 - 738,700 (2,980,560) - (2,980,560) (2,241,860) 5,700,360 073 BUILDING MAINT FUND 2,358,794 5,623,060 - 5,623,060 (5,963,860) - (5,963,860) (340,800) 2,017,990 075 FLEET MAINTENANCE/STORES 1,337,207 5,467,310 - 5,467,310 (5,786,720) - (5,786,720) (319,410) 1,017,800 076 STORES & PROPERTY CONTROL (210,266) 1,804,100 - 1,804,100 (2,010,290) - (2,010,290) (206,190) (416,460) 080 LIABILITY AND PROPERTY INS FND 16,402,298 11,092,950 4,654,820 15,747,770 (17,960,012) - (17,960,012) (2,212,242) 14,190,060 081 EMPLOYEE GROUP INSURANCE 52,314 26,803,910 2,534,580 29,338,490 (29,472,040) - (29,472,040) (133,550) (81,240) 082 WORKERS COMPENSATION FUND 16,700,041 10,101,550 - 10,101,550 (10,061,652) - (10,061,652) 39,898 16,739,940 085 CITY YARD OPERATION (55,328) 1,263,100 - 1,263,100 (1,324,190) - (1,324,190) (61,090) (116,420) 086 PUB WKS ENG/PROJ MGMT (268,310) 8,717,760 10,000 8,727,760 (8,543,170) (113,450) (8,656,620) 71,140 (197,170) 088 QUALITY SERVICE TRAINING 295,927 - - - (295,927) - (295,927) (295,927) - 101 PUB WKS-ADMIN & PLANNING 2,900,641 7,733,700 85,000 7,818,700 (10,591,430) (94,670) (10,686,100) (2,867,400) 33,240 109 INFO SYS STRATEGIC PLAN 12,805,168 8,686,630 - 8,686,630 (17,504,990) - (17,504,990) (8,818,360) 3,986,810 Internal Service Funds Total 60,260,709 88,032,770 7,284,400 95,317,170 (112,494,841) (208,120) (112,702,961) (17,385,791) 42,874,910 City Council 24 – 27 3/21/2023
Fund
Number
Fund Name Beginning Balance FY 22-23
Revenues
FY 22-23
Transfers In
FY 22-23 Total
Resources
FY 22-23
Expenditures
FY 22-23
Transfers Out
FY 22-23
Total Uses
Change in Fund
Balance
Estimated Ending
Fund Balance
Estimated Spendable Fund Balance Summary
Fiscal Year 2022-2023

CAPITAL PROJECT FUNDS
032 MEASURE M-STREET CONSTRUCTION (8,296,468) 70,094,545 - 70,094,545 (52,117,896) - (52,117,896) 17,976,649 9,680,180 034 NEW TRANSPO SYS IMPR AREA E 1,496,062 - - - (1,291,236) - (1,291,236) (1,291,236) 204,830 035 NEW TRANSPO SYS IMPR AREA F 1,878,239 - - - (1,733,154) - (1,733,154) (1,733,154) 145,080 054 SANITARY SEWER CAPITAL 16,314,420 60,000 - 60,000 (16,373,531) - (16,373,531) (16,313,531) 890 055 SEWER CONNECTION FEE 7,644,013 1,140,400 - 1,140,400 (8,770,613) - (8,770,613) (7,630,213) 13,800 058 RESIDENTIAL STREET IMPROVEMENT 5,238,339 450,000 - 450,000 (300,000) - (300,000) 150,000 5,388,340 059 SELECT STREET CONSTRUCTION 20,333,430 6,289,660 36,030,710 42,320,370 (53,003,021) - (53,003,021) (10,682,651) 9,650,780 147 FEDERAL AID SAFETY PROGRAM (508,190) 1,012,828 - 1,012,828 (1,961,640) - (1,961,640) (948,812) (1,457,000) 148 TRAFFIC SYSTEM MGMT GRANT (4,833,337) 36,439,014 - 36,439,014 (31,717,146) - (31,717,146) 4,721,868 (111,470) 161 PRCSA CAPITAL GRANTS (1,036,427) 11,502,451 - 11,502,451 (10,528,785) - (10,528,785) 973,666 (62,760) 162 ENERGY CONSERVATION PROGRAM 16,404 - - - (104,807) - (104,807) (104,807) (88,400) 164 PWA ENTERPRISE CAPITAL GRANTS (3,771,970) 16,147,492 - 16,147,492 (12,375,522) - (12,375,522) 3,771,970 - 223 LOCAL DRAINAGE AREA III 421,887 - - - (38,609) (125,000) (163,609) (163,609) 258,280 224 LOCAL DRAINAGE AREA IV 419,915 - - - (401,396) - (401,396) (401,396) 18,520 226 LOCAL DRAINAGE AREA VI 381,053 - - - (150,000) - (150,000) (150,000) 231,050 301 REC/COMM SVS 6,067 126,805 - 126,805 (126,805) - (126,805) - 6,070 311 RESIDENTIAL DEVELOP DISTRICT 1 3,288,547 - - - (409,425) (2,383,974) (2,793,399) (2,793,399) 495,150 312 RESIDENTIAL DEVELOP DISTRICT 2 5,412,408 - - - (3,159,914) - (3,159,914) (3,159,914) 2,252,490 313 RESIDENTIAL DEVELOP DISTRICT 3 13,236,091 - - - (8,881,429) - (8,881,429) (8,881,429) 4,354,660 314 RESIDENTIAL DEVELOP DISTRICT 4 652,881 - - - (91,042) (528,039) (619,081) (619,081) 33,800 315 HARBOR SPECIFIC ACQUISITION & DEVELOPMENT - - 2,912,013 2,912,013 (2,912,013) - (2,912,013) - - 400 POLICE UUT LEASE REVENUE BONDS 11,612 - 4,622,100 4,622,100 (4,621,800) - (4,621,800) 300 11,910 404 COSA 2014 LEASE FINANCING 71,218 - 5,156,070 5,156,070 (5,156,070) - (5,156,070) - 71,220 418 CDA CAPITAL PROJECTS 1,336,719 - - - (1,336,719) - (1,336,719) (1,336,719) - 992 TRAN SYS IMP AUT AREA B 10,641,688 - - - (3,167,999) - (3,167,999) (3,167,999) 7,473,690 Capital Project Funds Total 70,354,598 143,263,195 48,720,893 191,984,088 (220,730,572) (3,037,013) (223,767,585) (31,783,497) 38,571,110

DEBT SERVICE FUND
406 2021 PENSION OBLIGATION BONDS - - 15,340,770 15,340,770 (15,331,870) - (15,331,870) 8,900 8,900 Debt Service Fund Total - - 15,340,770 15,340,770 (15,331,870) - (15,331,870) 8,900 8,900 GRAND TOTAL - ALL FUNDS $ 583,359,695 $ 1,051,612,475 $ 145,404,945 $ 1,197,017,420 $ (1,261,601,673) $ (145,405,095) $ (1,407,006,769) $ (209,989,349) $ 373,370,320 City Council 24 – 28 3/21/2023

Santa Ana City CouncilMarch 21, 2023

Santa Ana City Council
March 21, 2023