Santa Ana City Council
September 16, 2025

• Nuestro Park
• Central City Park (identifies the geographic location) On July 24, 2025, the recommendations were presented to the Parks, Recreation, and Community Services Commission. “Nuestro Park” was approved by a vote of 8-0 as a recommendation for Planning Commission determination.

On August 25, 2025, the Planning Commission approved “Nuestro Park” by a vote of 7- 0 with additional discussion by the Planning Commission to alternatively consider naming the future park site Nuestro Parque.

Per Section 33-8(a) of the SAMC: “Following the decision of the planning commission under section 33-6, the director of planning and development services shall prepare a report for the commission’s action, summarizing the public input, if any, and the reasons for the commission’s decision. Such report shall be submitted to the city council at its first regular meeting occurring at least ten (10) days after the commission’s action. The city council may affirm the commission’s decision, remand the matter back to the planning commission for further consideration, or make its own decision on the matter.”

ENVIRONMENTAL IMPACT
Under the California Environmental Quality Act and the CEQA Guidelines, the recommended action is exempt from further review per Section 15061 (b)(3). This general rule exemption is allowed provided it can be determined with certainty that the proposed project will not have a significant effect on the environment. As the project consists of naming of a public facility, the general rule exemption is applicable. A Notice of Exemption, Environmental Review No. 2025-79, will be filed for this project.

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

EXHIBIT

1. Resolution adopting PFN No. 2025-01
Submitted By: Hawk Scott, Executive Director of Parks, Recreation, and Community Services Agency
Approved By: Alvaro Nuñez, City Manager
City Council 9 – 2 9/16/2025
Resolution No. 2025-25

RESOLUTION NO. 2025-25

A RESOLUTION OF THE PLANNING COMMISSION OF

THE CITY OF SANTA ANA APPROVING PUBLIC
FACILITIES NAMING NO. 2025-01 NAMING THE PARK
LOCATED AT 712 SOUTH BRISTOL STREET AS

NUESTRO PARK

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

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

A. The City of Santa Ana is requesting approval of City-initiated Public Facilities Naming (PFN) No. 2025-01 to name the park located at 712 S. Bristol Street as “Nuestro Park”;
B. Pursuant to sections 33-5 through 33-8 of the Santa Ana Municipal Code (SAMC), all requests for naming or renaming of public streets, public buildings, parks or recreational facilities owned or controlled by the City, shall be referred to the Planning Commission for determination, subject to confirmation by the City Council. Further, the policy guidelines in the SAMC pertaining to the naming of such facilities specify the criteria that shall be used in such determination;
C. On July 24, 2025, the Parks, Recreation and Community Services Commission held a meeting regarding PFN No. 2025-01 and, after receiving information on the item, voted 8-0 to recommend that the Planning Commission adopt a resolution approving “Nuestro Park” as the name of the park located at 712 S. Bristol Street;
D. On August 25, 2025, the Planning Commission held a meeting and discussed PFN No. 2025-01;
E. Based on the established guidelines, the Planning Commission determined that the name of “Nuestro Park” satisfies the criteria of SAMC Section 33-6(c)(1) of the SAMC, which directs the promotion of names which references the history of the subject site or its immediate area.

Section 2. The Planning Commission finds and determines that this Resolution is not subject to the California Environmental Quality Act (CEQA) pursuant to sections 15060(c)(2) and 15060(c)(3) of the State CEQA Guidelines because the naming of a public facility (a park) will not result in a direct or reasonably foreseeable indirect physical change in the environment, as there is no possibility it will have a significant effect on the City Council 9 – 3 9/16/2025
Resolution No. 2025-25

environment and is not a “project,” as defined in section 15378 of the State CEQA Guidelines. Furthermore, the Resolution falls within the “common sense” CEQA exemption set forth in CEQA Guidelines section 15061(b)(3), excluding projects where “it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment.”
Section 3. The Planning Commission of the City of Santa Ana hereby approves Public Facility Naming No. 2025-01 to name the park located at 712 S. Bristol Street as “Nuestro Park.” This decision is based upon the evidence submitted at the abovereferenced meeting, which includes, but is not limited to: the Request for Planning Commission Action dated August 25, 2025, and exhibits attached thereto; and the public testimony, written and oral, all of which are incorporated herein by this reference.

ADOPTED this 25th day of August 2025, by the following vote:

AYES: Commissioners: Carl Benninger, Manuel J. Escamilla, Christopher Leo, Bao Pham, Jennifer Oliva, Isuri S. Ramos,
Alan Woo (7)
NOES: Commissioners:

ABSENT: Commissioners:

ABSTENTIONS: Commissioners:

Isuri S. Ramos
Chairperson
APPROVED AS TO FORM:

Sonia R. Carvalho, City Attorney
By:

Melissa M. Crosthwaite
Sr. Assistant City Attorney
City Council 9 – 4 9/16/2025
Resolution No. 2025-25

CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, GEMA ZAPIEN, Acting Recording Secretary, do hereby attest to and certify the attached Resolution No. 2025-25 to be the original resolution adopted by the Planning Commission of the City of Santa Ana on August 25, 2025.

Date: _____08/25/2025_______ ____________________________________ Gema Zapien
Acting Recording Secretary
City of Santa Ana
City Council 9 – 5 9/16/2025
Public Works Agency
www.santa-ana.org/pw
Item # 10
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
September 16, 2025
TOPIC: Receive and File the Washington Square Park Feasibility Study

AGENDA TITLE
Washington Square Park Feasibility Study

RECOMMENDED ACTION
Receive and file the Washington Square Park Feasibility Study.

GOVERNMENT CODE §84308 APPLIES: No

DISCUSSION
The Washington Square Park Feasibility Study evaluates the potential development of a neighborhood park on vacant parcels located at the northeast corner of the Washington Square Neighborhood.

Background
In 2022, Mr. John Fairbrother, on behalf of the Alexander Dantes LLC, approached City staff regarding the potential sale of vacant property located in the Washington Square Neighborhood Association (WSNA) boundaries for use as a public park. Mr. Fairbrother also contacted neighborhood association leaders, which prompted the WSNA to form a Park Ad-Hoc Committee. The WSNA Park Ad-Hoc Committee conducted a petition for acquisition, securing 686 signatures, and submitted it to the City in July 2023. On June 4, 2024, City Council adopted a budget that included funding for staff to conduct a feasibility study to evaluate the process for and costs related to the potential acquisition of the subject properties and development of a park.

Existing Conditions
The property owned by Alexander Dantes LLC consists of four parcels; three undeveloped vacant sites and one with a single-family home. All four parcels are designated as residential under the General Plan and are zoned R-1 allowing for the construction of single family homes. There is also an additional vacant residential parcel adjacent to the four owned by Alexander Dantes LLC that was included in the feasibility study.

Parcel APN Status Owner Size Zoning
405-321-13 Vacant Alexander Dantes LLC 0.41 acres R-1
City Council 10 – 1 9/16/2025
Receive and File Washington Square Park Feasibility Study September 16, 2025

Parcel APN Status Owner Size Zoning
405-321-12 Single Family
Residence
Alexander Dantes LLC 0.31 acres R-1
405-321-08 Vacant Alexander Dantes LLC 0.38 acres R-1
405-321-09 Vacant Alexander Dantes LLC 0.22 acres R-1
405-321-14 Vacant Jessup Ann Hayden Trust 0.42 acres R-1 The surrounding land uses to the south, east, and west are single-family homes. The properties to the north, which front 17th Street, include a church and a professional office park.

Feasibility Study
The study, based on a February 2024 appraisal and analysis of City planning documents, examines three development options with estimated costs ranging from $5.9 million to $10.4 million (inclusive of property acquisition).

The options vary in size from 1 acre to 1.74 acres and differ in proposed amenities. The estimated costs include the following key assumptions:
• Willing seller(s), meaning no eminent domain process is needed. • Ease of construction on vacant parcels.
• There are no access concerns and no traffic impacts to address when constructing a neighborhood park serving residents within a 5–10 minute walk. • Storm water management to comply with the National Pollutant Discharge Elimination System (NPDES) has been included in the development costs. • The project is categorically exempt from a CEQA environmental review. • The project has minimal permitting requirements.
• There are suitable soil conditions, with no need for remediation.

Below is a summary of the three options evaluated based on the City’s appraisal, not the offered selling price.

Options Description Property
Acquisition
Costs
Passive Park
Development
Costs
Total
Estimated
Costs
Option
#1
3 Vacant Alexander
Dantes LLC Parcels
(1.01 acres)
$3,600,000 $2,300,000 $5,900,000
Option
#2
All 4 Alexander
Dantes LLC Parcels
(1.32 acres)
$4,900,000 $3,000,000 $7,900,000
Option
#3
All 5 Parcels (1.74
acres)
$6,4000,000 $4,000,000 $10,400,000
City Council 10 – 2 9/16/2025
Receive and File Washington Square Park Feasibility Study September 16, 2025

Option 1 consists of the purchase of three vacant parcels, with the fourth parcel containing an occupied single-family residence remaining under the ownership of Alexander Dantes LLC. The owner did not offer a sale price for the three parcels; however, they were appraised at a value of $3.6 million. This option would avoid added costs that may be associated with relocation of the existing residents and associated demolition costs. The park size would be 1.01 acres.

Option 2 would include acquisition of the fourth parcel, requiring demolition of the home and tenant relocation. The four parcels are appraised at a value of $4.9 million and the owner has offered the four parcels at a sale price of $6.8 million. This option adds significant costs related to option 1 but increases the size of park space by an additional

0.31 acres.

Option 3 would add the fifth adjacent parcel owned by the Jessup Ann Hayden Trust.

The owners of this parcel have not indicated if they would be a willing seller, which means the City may have to use eminent domain to acquire the parcel. This option results in the largest park option at 1.74 acres.

The analysis finds the proposed use would be consistent with the City’s General Plan, Open Space Element, and Parks Master Plan, particularly in addressing park equity, access, and environmental justice in an underserved area identified as Park Gap Area

15. While the Parks Master Plan would not require amendment, the General Plan and zoning would require updates.

All proposed options would require a similar path toward acquisition and development, with the exception of Option 3’s potential for eminent domain. The steps for development into a City Park would consist of the following:
• Phase 1 Environmental Site Assessment
• City Council approval of a purchase and sale agreement for the parcels • Preparation of CEQA documents for proposed park project • Planning Commission and City Council action to amend General Plan land use designation from residential to open space including adherence to Sunshine Ordinance requirements
• Design and preparation of park construction documents • City Council award of construction contract
Once the property is acquired and project funding is secured, it would take approximately 12-18 months to prepare environmental documents and design plans for award of construction contract. Construction of the park would likely take an additional 8-12 months.

City Council 10 – 3 9/16/2025
Receive and File Washington Square Park Feasibility Study September 16, 2025

Recommendations and Funding
The study concludes that all three options are technically viable. A new park would address community requests and would help close a documented park service gap.

Challenges exist for all three options. While the parcels owned by Alexander Dantes LLC have been presented as available from a willing seller, the City’s appraised value is below the previously indicated owner’s asking price. As previously indicated, while Option 3 presents the largest park option, the ease of acquisition of the parcel owned by the Jessup Ann Hayden Trust is uncertain.

Funds for ongoing maintenance and security of any proposed park would need to be identified and added to the recurring budget. These costs can vary widely depending on the size of park and type of amenities ultimately included. Additionally, the City is currently in the process of delivering major park renovation projects and two new parks, one of which is located in the adjacent Willard Neighborhood with a walking distance ranging from 200 feet to 0.6 miles from the Washington Square neighborhood. Once completed, these parks will require recurring budget allocations for ongoing maintenance and security. If not adequately funded, maintenance of a new park within Washington Square Neighborhood would add to the strain on existing park maintenance resources.

While funds were allocated for the evaluation and feasibility of a potential park in the Washington Square Neighborhood, no funding has been identified for acquisition and development. As such, Staff recommends the City Council receive and file the Washington Square Park Feasibility Study.

ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.

FISCAL IMPACT
There is no fiscal impact associated with the receive-and-file recommendation.

EXHIBIT(S)

1. Washington Square Park Feasibility Study
Submitted By: Rodolfo Rosas, P.E., Acting Executive Director – Public Works Agency Approved By: Alvaro Nuñez, City Manager
City Council 10 – 4 9/16/2025
City of Santa Ana
Washington Square
Park Feasibility Study
FINAL
July 2025
Public Works Agency
Parks, Fleet, Facilities and Refuse Division
City Council 10 – 5 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025 City of Santa Ana
Washington Square Park Feasibility Study
Final
Prepared by:

City of Santa Ana
Parks, Fleet, Facilities, and Refuse Division
20 Civic Center Plaza (M-11)
Santa Ana, CA
92701
(714) 647-5624
July 31, 2025
City Council 10 – 6 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025 Table of Contents

1. 2.

3. 4.

5. Executive Summary.................................................................................................................4 Background..............................................................................................................................5 Property Appraisal...................................................................................................................6 Entitlements Process.............................................................................................................10 Evaluation..............................................................................................................................11 Parks Master Plan.....................................................................................................................11 Other Considerations ................................................................................................................12

5.1 5.2

6. Recommended Options..........................................................................................................14 Appendix A: Location Map Aerial......................................................................................................16 Appendix B: Potential Park Properties.............................................................................................18 Appendix C: Access Analysis ............................................................................................................21 Appendix D: Parks Master Plan Scorecard........................................................................................23 Appendix E: Concept Designs...........................................................................................................25 Appendix F: Restricted Appraisal Report.........................................................................................29 Appendix G: Entitlements Road Map....................................................................................................48 Appendix H: Park Petition...................................................................................................................50 City Council 10 – 7 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025

1. Executive Summary
In response to a 2022 offer from a property owner representative to sell four parcels in the Washington Square Neighborhood for potential park development, the City of Santa Ana (City) conducted a feasibility study to evaluate the site’s suitability. The proposed location includes four parcels which sit within an underserved area identified as Park Gap Area 15 in the City’s Parks Master Plan (PMP), and within a designated Environmental Justice Community. Neighborhood residents have shown strong support for a public park, with 99% in favor during community outreach, and the Washington Square Neighborhood Association (WSNA) has actively advocated for the project with City officials.

This study, led by Public Works Park Services with input from multiple City departments, found that the project strongly aligns with the City's General Plan, Open Space Element, and PMP goals, including increasing park equity, access, and environmental justice. Three development options were considered, with estimated costs to acquire and develop ranging from approximately $6 million to $10.4 million depending on park size and features.

Option 1 – $5,866,900
Option 2 - $7,895,300
Option 3 - $10,371,500
No estimate of costs associated with eminent domain or relocation is included, traffic impacts are minimal, and the site may support stormwater infiltration strategies. The proposed neighborhood park is viable, fills a documented service gap, and presents a strategic opportunity for land acquisition, community health improvement, and potential grant opportunities. However, no funds are currently allocated for acquisition or development of a park at this location.

City Council Page 4 10 – 8 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025

2. Background
In 2022, Mr. John Fairbrother, on behalf of the Alexander Dantes LLC ownership (“Dantes”), reached out to the City, Parks, Recreation and Community Services Agency (PRCSA), concerning sale of vacant property located within the Washington Square Neighborhood Association (WSNA) boundaries, for a public park for the Washington Square community. The properties, AP-405-321-08, -09, -12, and -13, located along the northern edge of the neighborhood, are four parcels; three undeveloped sites, and one with a single-family home (see Appendix A and B). The properties are currently zoned R-1. His asking price was $6.8M. The appraised value is $4.9M. An internal cost analysis was also conducted and findings are discussed in the “Property Appraisal” section below. Mr. Fairbrothers also reached out to the neighborhood association leaders to relay his contact with the City.

In 2023, WSNA requested Public Works Agency (PWA) Park Services attend a neighborhood association meeting to provide an update on another park project: a new park at 10th and Flower Streets, in the Willard neighborhood located to the east. During that meeting, questions were raised by the residents about the vacant parcels within Washington Square, and the neighborhood expressed strong interest for the City to acquire the lots for the purpose of developing their own neighborhood park; 49 of the 50 attendees were in favor of converting the lots for this purpose. City staff informed the group of the funding limitations that exist.

The WSNA mobilized a Park Ad-Hoc committee and proceeded to acquire signatures in support of a new public park (see Appendix H). They went on to contact City Council members, and attended numerous PRCSA Commission and City Council meetings to advocate for the study of the park.

Elected officials looked to City Executive Management staff who recommended a Feasibility Study before acquisition could be considered. WSNA attended the Measure X Oversight Committee meeting to lobby for funding. In 2024, when the City adopted the FY24/25 Annual Budget, it included a $100,000 allocation for this study. Although initial direction was given to the staff to retain a consultant for this endeavor, it was determined that the feasibility study could be conducted internally, and such is the purpose of this report. The study included input and involvement of four internal agencies – PWA, CDA, PBA, PRCSA, with PWA Park Services leading the effort. In particular, the study included examining the City’s General Plan/Open Space Element, the Parks Master Plan, the Safe Routes to School (SRTS) Program and the Stormwater Master Plan.

The following analysis and findings support the final determination that this request aligns with City Planning efforts and approved planning documents, and is a viable consideration.

City Council Page 5 10 – 9 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025

3. Property Appraisal
The appraisal report prepared for the City (see Appendix F) provides a detailed valuation of a ±1.32-acre site comprised of four parcels (APNs 405-321-08, -09, -12, and -13) under consideration for potential acquisition is part of a proposed community park. The report concludes a total market value of $3,710,000 as of February 8, 2024. This value is based on a highest and best use analysis, which determined that the three vacant parcels are best suited for future single-family residential development, while the fourth parcel— improved with a single-family home—is most valuable as currently developed. The appraiser utilized the Sales Comparison Approach, deemed the most relevant method for this property type, and excluded the Cost and Income Approaches due to their limited applicability in this context. The report also noted a reasonable market exposure time of 6 to 12 months. These findings offer an objective and well-supported estimate of current market value and are a key input in the feasibility study, providing the City with a clear understanding of acquisition costs and land-use implications as it evaluates the viability of converting the site into a public park.

Dantes Properties
The Dantes properties are unique in the City, and comparable properties are not currently available for lease or sale. The Dantes properties consist of 1.32 acres, with a 4-bedroom, 4-bathroom house, with an adjacent

1.01 acres (of the 1.32 acres) that are vacant, unimproved, residential single-family land. The property is currently listed on Redfin (and other listing services) for $6,950,000 by Clarke Fairbrother of Newport Pacific Capital Company ([email protected]). The difference between the listing price and the appraised value is significant ($3,240,000) because in order to develop the properties for residential single-family, there would need to be public right of way dedications (sidewalk, parkway and cul de sac of 90 feet in diameter) to provide proper circulation at the end of Lowell and Olive Streets. This right of way dedication could take away approximately 6,400 square feet at the end Lowell and Olive Streets to provide the sidewalk, parkways and cul de sacs for automobiles, large waste hauling trucks, and emergency fire vehicles that would be consistent with the rest of the neighborhood.

Hayden Trust Property
The City has also included an analysis of the adjacent Jessup Ann Hayden Trust property (Hayden Trust) - Assessor Parcel Number 405-321-14. Similar to the Dantes properties, the Hayden Trust property is also unique consisting of 0.42 acres of vacant, unimproved, residential single-family land. This property has not been listed for sale and contact between the City and the property owner has not occurred. Similar to the Dantes properties, the Hayden Trust property would require public right of way dedications (sidewalk, parkway and cul de sac of 90 feet in diameter) for residential development to provide proper circulation at the end of Lowell Street for automobiles, large waste hauling trucks, and emergency fire vehicles.

Updated Property Valuation
In order to provide an update of potential appraisal value based on the Feb. 2024 appraisal, a review of recent comparable sales from January 1, 2025 through May 31, 2025 was conducted for both residential single-family homes in the Washington Square neighborhood and vacant, unimproved residential single-family land in the City.

Utilizing the Sales Comparison approach an estimated value for 1501 N. Lowell is $1,328,400. This is based City Council Page 6 10 – 10 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025 on the most comparable sales price of $1,230,000 at 925 N. Lowell that occurred on May 19, 2025.

Additionally, an increase of 8% was added to the most comparable sales price due to the 1501 N. Lowell having a larger lot, an additional bedroom, 2 additional bathrooms, a larger lot size (13,608 square feet) and a larger building size (2,304 square feet). The increase of 8% was determined by analyzing sales prices of 4 bedrooms, 4 bathrooms residential single-family home sales compared to sales prices of 3 bedrooms, 2 bathrooms residential single-family home sales in the City.

The following provides the detail for the comparable sales for residential single-family homes:

Residential Single
Family (RSF) Homes Property
Dantes - Subject Most Comparable
Sale 2
Comparable
Sale 3
Comparable
Sale 4
Comparable
Comparable Sale 5
Address 1501 N Lowell 925 N Lowell 1020 N Lowell 1028 N Olive 1602 N 1905 W 15th Rosewood
Assessor Parcel No. 405-321-12 405-183-01 405-302-08
R-1
405-282-16
R-1
405-283-21
R-1
004-044-14
Zoning R-1 R-1 R-1
Land Use RSF Improved RSF Improved RSF Improved RSF Improved RSF Improved RSF Improved Building Square Feet 2,304 1,698
6,368

0.15 1,469
8,125

0.19 1,372
5,600

0.13 1,551
6,850

0.16 1,297
8,320

0.19 Lot Square Feet
Lot Acres
13,608

0.31 Bedrooms 4 3 3 3 3 3
Bathrooms 4 2 2 2 1 2
Last Sales Date
Last Sales Price
5/19/2025
$1,230,000
4/4/2025
$1,117,000
5/5/2025
$1,050,000
5/30/2025
$1,025,000
5/1/2025
$1,000,000
Estimated Value * $1,328,400
* - 8% increase applied to the most comparable sale price of $1,230,000.

The estimated value for vacant, unimproved, residential single-family land was determined to be $81.60 per square foot. This per square foot value would yield an acquisition price of $3,566,980 for the three (3) vacant, unimproved, residential single-family properties owned by Dantes. An acquisition price of $1,476,177 for the vacant, unimproved, residential single-family property owned by the Hayden Trust was estimated.

This $81.60 per square foot value was based on a comparable sales analysis. The most comparable sale at 527 N. Fairlawn had a per square foot value of $74.18.

For the analysis of recent, comparable, unimproved, vacant residential land sales, there were two (2) comparable sales to analyze in the City. Unimproved, vacant, residential land sales were also examined in 2025 and four (4) different sales were found with comparable per square foot values ranging from approximately $70 to $90 per square foot. After examining these sales, the sales price of $74.18 per square foot for 527 N. Fairlawn was determined to be the most comparable sale. An increase of 10% has been applied to the per square foot value of $74.18 because the Dantes and the Hayden Trust properties in City Council Page 7 10 – 11 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025 comparison to the two (2) comparable sales in the City are larger. Additionally, the Dantes and Hayden Trust properties are located in a neighborhood that is considered to be more desirable with superior property values compared to the neighborhoods for the two (2) comparable land sales in the City. The estimated value for the Dantes and Hayden Trust properties would be $81.60 per square foot, and that would then be applied to the lot size for each of these four (4) Dantes and Hayden Trust properties, as follows:

Vacant Residential
Single Family Land
Address
Dantes - Subject Dantes -
Property 1 Subject
None Assigned 1501 N Lowell None Assigned None Assigned 527 N Fairlawn 5325 W Silver Dantes -
Subject
Hayden Trust
Subject
Most
Comparable
Comparable
Sale Property 2
Assessor Parcel No. 405-321-08 405-321-09
R-1
405-321-13
R-1
405-321-14
R-1
007-051-43
R-1
099-212-57
Zoning R-1 R-1
Land Use Vacant Vacant Vacant Vacant Vacant Vacant
Unimproved
16,337
Unimproved
9,600
Unimproved
17,775
Unimproved
18,090
Unimproved
6,093
Unimproved
Lot Square Feet 16,803
Lot Acres 0.375 0.22 0.41 0.42 0.14 0.39
Last Sales Date
Last Sales Price
2/27/2025
$452,000
$74.18
5/14/2025
$1,000,000
Last Sales Price Per $59.51
Square Foot
* $1,333,129 $783,378 $1,450,473 $1,476,177 Estimated Value * - Value of $81.60 per square foot is a 10% increase applied to the most comparable sale price per square foot of $74.18.

Additional Expenses - Relocation
The City is unaware if there are currently any residential tenants at 1501 N. Lowell or if there will be in the future. In the Redfin listing there is no mention of residential tenants in the single-family house included in the listing. If a tenant were to be occupying 1501 N. Lowell at the time that acquisition is considered the following provides a summary of potential relocation benefits:



Information about available replacement housing units.

Help in identifying and obtaining suitable, comparable housing.

Explanation of relocation rights and benefits.

Rental Assistance for Replacement Housing - If the rent at a comparable replacement unit is higher than what the tenant pays at 1501 N. Lowell, the tenant is eligible for a rent differential payment, calculated over a 42-month period. For example: If the new rent is $200/month more than the old rent, the tenant may receive up to $8,400 (200 × 42), subject to certain limits.

Additional rental assistance may cover security deposits, utility hookup fees, or credit checks required at the City Council Page 8 10 – 12 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025 new rental.

Moving Expenses – If there were a tenant, after a “move” estimate is obtained the tenant can be reimbursed for the cost of moving, including:



Transportation of personal property.

Packing/unpacking and insurance from damage/loss during the move of personal items.

Temporary storage of personal items (if needed).

City Council Page 9 10 – 13 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025

4. Entitlement Process
The entitlement process for the proposed Washington Square Park is a multi-phase effort designed to ensure thorough planning, regulatory compliance, and community involvement, with a sequence that spans from early coordination through final construction. The process begins with internal coordination, architectural design, and preliminary CEQA discussions, followed by community outreach efforts such as workshops and public meetings to gather feedback and build support. Once conceptual plans are developed, they are reviewed by city departments and presented at required community meetings to satisfy public notification and transparency requirements. Environmental review under CEQA includes preparation of an Initial Study/Mitigated Negative Declaration (IS/MND), a formal Notice of Preparation (NOP), and a 30-day public review period to collect and respond to comments. Entitlement actions proceed through public hearings before the Parks, Recreation and Community Services (PRCS) Commission, Planning Commission, and City Council, addressing items such as zoning, general plan amendments, park naming, and environmental adoption. These steps follow required noticing periods and public comment timelines, contributing to a process that typically unfolds over several months. After entitlements are approved, the project moves into plan check, permitting, and construction, culminating in final inspections and project closeout. This structured timeline ensures the park is developed in compliance with legal requirements while incorporating public input and interdepartmental coordination at each stage.

City Council Page 10 10 – 14 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025

5. Evaluation
Evaluation and assessment of this potential project include referencing the Parks Master Plan (PMP), General Plan Open Space Element (GP – OS), and other considerations, as described below.

5.1 Parks Master Plan
Staff referred to the Parks Master Plan to determine if there was alignment. It was determined there was, in the following areas:
 Gap Area 15: The PMP conducted an access analysis, which used the city’s General Plan, City and Census data to map residential areas currently served and unserved by existing parks. Map B-3 (see Appendix C) shows areas served within a 10-minute walk to Citywide and Community Parks, and within a 5-minute walk to other park types. These areas are shown shaded green on the exhibit. Areas that are not served are shown within a black lasso and shaded yellow and considered a “Gap Area”. The Washington Square neighborhood falls within Park Gap Area #15, as do the subject properties. 

Environmental Justice Area: The Washington Square neighborhood and subject properties both fall within an identified Environmental Justice Community. These communities fall in areas of the City where residents have the highest risk of exposure to pollution in the air, water and soil.

Project Evaluation and Prioritization Scorecard: To assist the City in focusing on priority projects, the PMP includes a Two-Step evaluation process for evaluating and prioritizing recommended capital projects.

Since the PMP couldn’t anticipate all projects needs as circumstances could change over the ten years following its adoption, this evaluation framework was intended to help vet new projects as they arose. The potential for a new park within the Washington Square neighborhood scored 17/32 on this scorecard (see Exhibit D)
 PMP Actions & Goals: Consideration of acquisition of the subject properties aligns strongly with Action Item #6 “Pursue Key Land Acquisition Opportunities”. This action calls for the city to “aggressively pursue opportunities to acquire available lands that meet multiple PMP criteria for enhancing the park and recreation system”. Along with this, the project aligns strongly with four Initiatives: Initiative 1: “Parkland” (Acquire & develop parks to increase the amount of parkland and create an integrated park and open space system), Initiative 2: “Equity, Access and Environmental Justice” (Ensure that all residents in Santa Ana have equitable access to inclusive parks and healthy recreation opportunities that serve all, in underserved areas of the city), Initiative 5: “Activity” (Facilitate recreation activities to support community health and fitness), and Initiative 7: Collaboration (Engage residents in enhancing parks and recreation opportunities).  Classification: A potential park within the Washington Square would fall into the “neighborhood park” classification, as defined by the Parks Master Plan, which is defined as a small park, typically 1-5 acres, intended to serve nearby neighbors. These sites provide small-scale opportunities for play, picnicking and leisure activities for residents that live within 5-10 minute walk, or biking distance.

General Plan - Open Space Element
This proposed project aligns with Goals, Policies, and Implementation Actions of the General Plan, Open Space Element, as follows:

Goal OS-1: Parks, Open Space and Recreation: provide an integrated system of accessible parks, recreation facilities, trails and open space to serve the City of Santa Ana.  Policy OS-1.2: Parks and Recreation System
 Policy OS-1.4: Park Distribution
City Council Page 11 10 – 15 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025  Policy OS-1.5: Park and Open Space Types
 Policy OS-1.6: Park Access and Connectivity
 Policy OS-1.8: Land Acquisition and Equitable Distribution  Policy OS-1.10: Creative Solutions for Deficiencies
Goal OS-2: Health, Safe and Inclusive Opportunities: Provide welcoming, inclusive, safe and healthy parks, recreation facilities, and activities to serve Santa Ana residents regardless of age, ability or income.  Policy OS-2.1: Recreation Variety
 Policy OS-2.2: Healthy Parks and Public Spaces
 Policy OS-2.3: Active Lifestyles
 Policy OS-2.5: Air quality & Heat
 Policy OS-2.6: Connection To Nature
 Policy OS-2.11: Community Involvement
 Policy OS-2.13: Neighborhood Needs
 Policy OS-2.14: ADA Accessibility
 Policy OS-2.15: Inclusive Affordable Recreation
Implementation Action 1.15:

Community Input: Identify and utilize community engagement tools, initiated through the PMP, for residents and facility users to provide ongoing input about open space needs, park design, facility improvements and programming.

Implementation Action 1.16:

Acquisitions to meet park standard: Using the PMP as guidance, identify and acquire property within the City for park and open space use which will focus on bringing the park and recreation system to three acres of land per 1,000 residents with a plan to keep pace with future urban growth.

Implementation Action 2.8:

Public Input: Collect community input regarding park design and programming at the beginning of the planning process whenever a new facility is proposed.

5.2 Other Considerations
Willing Seller:

Alexander Dantes is a willing seller and Mr. Fairbrothers, on his behalf, made an initial verbal offer to sell of $6.8m. An appraisal, conducted by Hennessey & Hennessey, LLC in February 2024, provided an Opinion of Value of $3.7m. (See Appendix F). The Community Development Agency is currently reviewing and assessing this information. No relocation would be required.

In prior years, a proposed project for R-2 Residential Development at this location was met with objections from the Washington Square Neighborhood community. Subsequently it did not move forward. The neighborhood has strongly indicated that they want a public park; not to dissuade development (which they oppose) but because they want a place for their children to play, to take their dogs, and to use for community gatherings and events.

Neighborhood input collected during neighborhood meetings, and received in writing from residents, were considered and incorporated when developing preliminary concept studies.

The subject project, located in the north-east end of Washington Square, would serve everyone within the neighborhood and is assessable by foot within a 5-10 minute walk.

The existing site is currently undeveloped and vacant. There is no indication that any site remediation would be necessary. As development would most likely be a Pocket or Neighborhood Park, parking would not be a City Council Page 12 10 – 16 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025 consideration and access would be via walking or biking.

Traffic Engineering:

This project was reviewed with Public Works Traffic Engineering team, to examine the nexus with the citywide “Safe Routes to Schools” (SRTS) and “Safe Routes to Parks” (SRTP) network. Two elementary schools, Hero’s Elementary and Wilson Elementary, serve the Washington Square (and adjacent) neighborhood. Planned SRTS routes are recommended along Washington Avenue and Baker Street.

Washington is a main route through the mid-section of Washington Square, with pedestrian and bike-able collector streets running perpendicular to it, in a north-south direction. Also, from a traffic engineering perspective, no traffic impacts are anticipated as the potential park will not include parking due to the recommendation for a neighborhood park classification. Along with that, WSNA currently employs a parking permit program.

National Pollution Discharge Elimination System (NPDES):

Park Planning also consulted with the Public Works “National Pollution Discharge Elimination System” (NPDES) Division, who oversee stormwater management operations citywide. Based on stormwater infiltration guiding documents, infiltration at 17th & Flower appears to be feasible. A site-specific geotech report and percolation testing will need to be conducted to confirm. Whether a major storm water capture facility is appropriate for consideration at this site or at minimum, infiltration via swales and raingardens, will be examined further should the project advance to the design development phase.

Grant Funding
Park acquisition and development projects provide for a strong application and is a judicious mechanism to leverage local (city) funds to help advance the Park Master Plan and its number one Initiative to acquire and develop parkland to create an integrated park and open space system that meets the needs of our community.

The State of California Comprehensive Outdoor Recreation Plan (SCORP) priorities for local agency competitive grant programs are:

1. New Park Access
a. Create or expand parks in communities that lack sufficient park space. Create new parks within a half mile of underserved communities, or expand existing parks to increase the ratio of park acreage per resident in underserved areas. This may include innovative solutions such as acquiring private land from willing sellers such as vacant lots and blighted buildings, converting streets to create or expand parks, or converting closed schools.
b. Acquire private land from willing sellers in natural areas to expand regional parks, or create new open space areas for outdoor recreation while preserving nature.

2. Multi-Use Parks Designed for All Age Groups in New or Existing Parks a. Construct recreation features designed to bring families together by supporting art and music, sports, and multi-generational activities.
b. Construct recreation features for all age groups to support different active and passive recreation interests of all ages.
c. Incorporate project design ideas from all age groups.

3. Health Design Goals for New or Existing Parks
a. Include recreation features resulting from asking community members for their park design ideas for public health.

4. Safety and Beautification for New or Existing Parks
a. Construct lighting for night-time use, or restrooms, landscaping, signs, or other enhancements to make the park appear welcoming and support longer hours of use.

5. Preservation
a. Through the LWCF, place outdoor open space land under new LWCF protection for public recreation.

City Council Page 13 10 – 17 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025

6. Recommended Options
There are three options as part of this study. Visuals for three potential layouts are included in this report (Appendix E). These concepts consider a number of scenarios where existing properties, individually or as a whole, could be acquired, sold, and done in partnership with a private developer to bring a vision to fruition.  Option 1 reflects purchase of three of four (vacant, undeveloped) Dantes parcels (Assessor Parcel Numbers 405-321-08, 09, 13), developing them into park/open space. This option doesn’t include the purchase of the existing single-family home, maintaining the use for that purpose. o This option would allow for a 1-acre neighborhood park that could include a children’s playground, neighborhood event gathering areas, passive areas and a dog run. These elements resulted from input collected through community outreach.
o The west end of the site would remain passive open space (undeveloped) to allow for a future offset cul-de-sac, should the adjacent property owner wish to sell and develop the parcel into housing. The offset cul-de-sac would allow for needed access.
o The cost estimate for this Option 1 is $5.9m ($2.72m acquisition [Feb. 2024 appraised value of Dantes vacant, undeveloped land] + $847,000 [increased value of Dantes vacant, undeveloped land based on recent land sales] + $2.3m development).
 Option 2 reflects purchase of the four available parcels, including the single-family home, all Dantes parcels (Assessor Parcel Numbers 405-321-08, 09, 12 and 13, and converting all to park/open space. o This layout builds upon Option 1, expanding park acreage to 1.32-acre, with children’s playground, neighborhood event gathering area, and passive seating areas, with room to expand west should that owner (Jessup Ann Hayden Trust, the “Hayden Trust,” Assessor Parcel Number 405-321-14) become a willing seller.
o This option includes demolition of the single-family home. o The west end of the site would remain passive open space (undeveloped) to allow for a future offset cul-de-sac, should the adjacent property owner (Hayden Trust) wish to sell and develop the parcel into housing. The offset cul-de-sac would allow for needed access. o The cost estimate for this Option 1 is $7.9m ($3.7m acquisition [Feb. 2024 appraised value] + $338,400 [increased value of recent comparable single-family home sales] + $847,000 [increased value based on recent, vacant, undeveloped residential land sales] + $3m demolition and development).
 Option 3 is a long-term plan, which would include purchase of a fifth parcel owned by the Hayden Trust, should the owner be willing to sell, and developing Option 2 as well as the vacant site owned by Hayden Trust into parkland.
o This option would continue to building upon Options 1 and 2, adding an additional .42-acre for a total park area of 1.74-acres. It would enable additional neighborhood gathering area, a fitness area, a more welcoming park entry and/or other elements as recommended through collecting additional community input.
o The option would negate the need for a cul-de-sac on Lowell St. o An updated appraisal has not yet been initiated. As stated above, the current property owner is not a willing seller. The city’s position is NOT to exercise eminent domain to acquire this land. o The cost estimate for this option would be $10.4m ($7,895,000 the cost of acquisition and development for Option 2 + $1,476,177 [estimated value to acquire the Hayden Trust vacant site, based on recent, undeveloped residential land sales + the additional development cost of approximately $1m).

With regards to long term maintenance and security, because of the strong interest and commitment displayed by the neighborhood, it would be worth discussions with the community to form a neighborhood “adoption” and/or watch to help care for and monitor the site.

City Council Page 14 10 – 18 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025 Although another park project is in the works nearby for an adjacent neighborhood, this park fills Gap Area 15 identified in the PMP, and would bring an opportunity for a neighborhood park within a 5-10 walk from the far outreaches of the neighborhood boundaries. In addition, this potential park would add acreage to the city’s park system, add new recreation opportunities for the community, would be a very competitive grant application for acquisition and/or development funding and as such, is a great opportunity to leverage local city funds along with advancing the PMP.

City Council Page 15 10 – 19 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025 Appendix A
Location Map Aerial
City Council Page 16 10 – 20 9/16/2025
City Council Page 17 10 – 21 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025 Appendix B
Potential Park Properties
City Council Page 18 10 – 22 9/16/2025
Washinꢀon Park- Potential Park Propeꢁies
ꢀ APN: 405-321-14, Lot Area 0.42 acres
APN: 405-321-13, Lot Area 0.41 acres
APN: 405-321-12, Lot Area 0.31 acres
APN: 405-321-08, Lot Area 0.38 acres
APN: 405-321-09, Lot Area 0.22 acres
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City Council Page 19 10 – 23 9/16/2025
ꢀshinꢁon Park- Potential Park Propeꢂies
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City Council Page 20 10 – 24 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025 Appendix C
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City Council Page 21 10 – 25 9/16/2025
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City Council Page 22 10 – 26 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025 Appendix D
Parks Master Plan Scorecard
City Council Page 23 10 – 27 9/16/2025
--

PROJECT EVALUATION AND

PRIORITIZATION
BLE 8-3: T-SP ROJCTUON AND RIORIZON SCORCARD (CONT)
CRITERIA These capital costs-and associated operations cost-exceed what the City wi be likely to implement in the next ten years. To assist the City in cusing on priority projects, the PMP introduces a two-step evaluation process r evaluating and prioritizing recommended capital projects. Since this Master Park cannot anticipate a project needs as circumstances change over the next ten years, this evaluation famewok wll hep vet new pojects as they ase. Pojes that ae consstent wth PMP ntatves may
advance to Step 2.

STEP 2: ALIGNMENT WITH PARK SYSTEM REALITIES
How we does the proposed project address the owing
criteria?
Check if 2 points
Yes each
0 Safey and Use: Does the pojempove pak safety oestoe
use?
2 □
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Pojes agned wth multpe PMP ntatves ae mpotant. Howeve, pojes that meet existing staffing or volunteers, equipment, sites, and cilities? mutpectea
in Step 2 are most likely to be implemented quickly. For this reason, Step 2 is weighted more heavily. Final scores should be used to sequence capital projects in annua capital improvement planning and budgeting.

Exising Oppouniy: can the Ctmlement the oe usn
exstnak
space o avaabe pubc space (e.g., pope aeady acqued, vacant ands,
exstng ghts of way)?
0 BLE 8-3: T-SP ROJCT UAON AND RIORIZTIONSCORRD Funding Availability: Does the poecteveage exstng fundng fo
imlementation such as Citcaital and oerations ndin
rants
partnerships, and donations?
CRITERIA □
= ==-- =====
STEP 1: ALIGNMENT WITH PMP INITIATIVES
Does the roosed roect address one or more of the foowin Parks Master
Pan Intatves?
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0 0
□
□
□
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ncease
sustanabty, oncease mantenance and opeatonal
effcences?
s each 2
0 2
Ease of Implementation: Can the poe be done qucky and easly (.e., ae
advanced pannng, feasbty studes, and pemttng aleady
completed)?
Parkland: Acquire and develop parks to create an integrated park and recreation system.

Equity, Access, and Environmental Justice: Ensuethat all esdents n Santa
Ana have equtable access to ncusve paks and heathy eceaton opportuntes
that seve all ages, abltes, and unseved o undeseved aeas n the cty.

Acquisition Urgency: Does the oect acque akand whe the
ootunt
exists to do so? (or bere the opportunity is ost?) 0
□
0 0
Value: Does the proect deiver high value for the cost or resources needed, relative to other projects? Trail Connectivity: Ceate a wakabe bkeabe and nteconneed ct b
ceatng a neok of off-steet bke and pedestan tals.

City Priority: Does the roect coincide with or suort another Citroect or
Recreation Diversity: Ceate unque and vbant paks and eceaton factes
that ele the chaae, dentty, and needs of Santa Ana's dvese communty.

City Council initiative?
Activiy: Facltate events, pogams, spots, and ndoo and outdoo eceaton
activities to suort communit health fitness emowenment
develoment
and lilong learning.

Community Priority: Does the proect provide or renovate a high-use, popuar ark or cilit to address to communit needs (e.. sorts fields event sace
play areas, trails, dog parks)?
0 Sterdship: Manae and maintain Santa Ana's arks and recreation assets through good stewardship, proactive asset management, and the wise use of esouces to suppot a sustanabe, esent, safe, and comfotable pak system.
□
0 □
□
0 Multiple Benefits: Does the roect benefit a lare number of eole and/or support multiple or flexible uses?
--
Underserved or Underrepresented Groups: Does the roect serve underrepresented groups or unseed geographic areas to balance park access and provide equitable opportunities for a?
Collaboration: Enae esdentsatnes stakehodes
voluntees and oca
businesses in enhancing parks and recreation opportunities.

Investment: Dves fundng, geneateevenues, and suppot the capta and
operational investment needed to enhance the park and recreation system.

TOTALS
City Council Page 24 10 – 28 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025 Appendix E
Concept Designs
City Council Page 25 10 – 29 9/16/2025

OFF-LEASH AREA

PICNIC / COMMUNITY

GATHERING AREA

PLAYGROUND
ENTRY

OPEN TURF COMMUNITY

GATHERING AREA
ENTRY
WEST 15TH STREET
0 20 40 80 100 feet
1" = 20'

WASHINGTON SQUARE PARK
17542 17th Street, Suite 150
Tustin, California 92780
Phone: 714.665.4500
®
SCHEMATIC DESIGN - OPTION 1 Sheet 1 of 3 August 4, 2025 City Council Page 26 10 – 30 9/16/2025

OFF-LEASH AREA

PICNIC / COMMUNITY

GATHERING AREA

FITNESS AREA

OPEN TURF COMMUNITY

GATHERING AREA

PARK ENTRY PLAZA

PLAYGROUND
WEST 15TH STREET

WASHINGTON SQUARE PARK
17542 17th Street, Suite 150
Tustin, California 92780
Phone: 714.665.4500
®
SCHEMATIC DESIGN - OPTION 2 Sheet 2 of 3 August 4, 2025 City Council Page 27 10 – 31 9/16/2025

OFF-LEASH AREA

PARK PLAZA

FITNESS AREA

PICNIC / COMMUNITY

GATHERING AREA

OPEN TURF COMMUNITY

GATHERING AREA

PARK ENTRY PLAZA

PLAYGROUND
WEST 15TH STREET
0 20 40 80 100 feet
1" = 20'

WASHINGTON SQUARE PARK
17542 17th Street, Suite 150
Tustin, California 92780
Phone: 714.665.4500
®
SCHEMATIC DESIGN - OPTION 3 Sheet 3 of 3 August 4, 2025 City Council Page 28 10 – 32 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025 Appendix F
Restricted Appraisal Report
City Council Page 29 10 – 33 9/16/2025
Alexander Dantes LLC Ownership
APNs 405-321-08, -09, -12, and -13
Washington Square Property
Santa Ana, California
Effective Date of Appraisal:

February 8, 2024
City Council Page 30 10 – 34 9/16/2025

H E N N E S S E Y & H E N N E S S E Y L L C
A California Limited Liability Company
Real Estate Appraisers
17602 17th Street, Suite 102-246 • Tustin, California 92780-7915 (714) 730-0744 • e-mail: appraisals@[email protected]
Sharon A. Hennessey, MAI, SR/WA, AI-GRS
Certified General Real Estate Appraiser
MAI Designated Member of the Appraisal Institute
AI-GRS Designated Member of the Appraisal Institute
Senior Member, International Right of Way Association
Joseph A. Hennessey, SR/WA (1928-2016)
Senior Member, International Right of Way Association
February 15, 2024
Ms. Hayley Gilbert, Projects Manager
City of Santa Ana - Public Works Agency
20 Civic Center Plaza • P.O. Box 1988
Santa Ana, CA 92702
RE: Restricted Appraisal Report covering
Alexander Dantes LLC Ownership
APNs 405-321-08, -09, -12, and -13
Washington Square Property
Santa Ana, California
At your request and authorization, herewith is submitted a Restricted Appraisal Report, as defined by the Uniform Standards of Professional Appraisal Practice, covering the above-referenced subject property. A Restricted Appraisal Report is appropriate in this instance because this report is for the client’s use only.

The subject property is a ±1.32-acre site consisting of APNs 405-321-08, -09, -12, and -13.

The purpose of this appraisal is to estimate the market value of the subject property as of the effective date of the appraisal. This appraisal report is intended to provide our client, the City of Santa Ana, with an estimate of the market value for the subject property to be used for internal decision-making purposes, including possible acquisition. The intended users of this report are the employees and duly authorized representatives of the City of Santa Ana.

The effective date of the appraisal is February 8, 2024. The date of the report is February 15, 2024.

Opinion of Value
It is the appraiser’s opinion that the market value of the subject property as of the date of value, February 8, 2024, subject to the assumptions and limited conditions state herein, is:

Three Million, Seven Hundred Ten Thousand Dollars
$3,710,000
City Council Page 31 10 – 35 9/16/2025
The following analysis, opinions, and conclusion were developed in conformance with the Uniform Standards of Professional Appraisal Practice (USPAP) and the “Code of Professional Ethics” and the “Standards of Valuation Practice” of the Appraisal Institute. Any data, reasoning, and analysis not discussed in this Restricted Appraisal Report have been retained in the appraiser’s work file.

HENNESSEY & HENNESSEY LLC
by
Sharon A. Hennessey, MAI, SR/WA, AI-GRS
State of California AG003323
Washington Square (Dantes) 2-15.wpd
City Council Page 32 10 – 36 9/16/2025
Requirements for Restricted Appraisal Reports
USPAP Standards Rule 2-2(b)
The following items are required to be included in a Restricted Appraisal Report:
i. State the identity of the client, or if the client requested anonymity, state that the identity is withheld at the client’s request but is retained in the appraiser’s workfile; ii. State the identity of any other intended user(s) by name; iii. Clearly and conspicuously state a restriction that limits use of the report to the client and the named intended user(s);
iv. Clearly and conspicuously warn that the report may not contain supporting rationale for all of the opinions and conclusions set forth in the report;
v. State the intended use of the appraisal;
vi. State information sufficient to identify the real estate involved in the appraisal; vii. State the real property interest appraised;
viii. State the type of value and cite the source of its definition; ix. State the effective date of the appraisal and the date of the report; x. State the scope of work used to develop the appraisal; xi. State the extent of any significant real property appraisal assistance; xii. Provide sufficient information to indicate that the appraiser complied with the requirements of Standard 1 by:
1)
2)
stating the appraisal methods and techniques employed;
stating the reasons for excluding the sales comparison, cost, or income appraoch(es) if any have not been developed;
3)
4)
summarizing the results of analyzing the subject sales and other transfers, agreements of sale, options, and listings in accordance with Standards Rule 1-5; and stating value opinion(s) and conclusion(s);
xiii. State the use of the real estate existing as of the effective date and the use of the real estate reflected in the appraisal;
xiv. When an opinion of the highest and best use was developed by the appraiser, state that opinion;
xv. Clearly and conspicuously:
•
•
State all extraordinary assumptions and hypothetical conditions; and State that their use might have affected the assigned results; and xvi. Include a signed certification in accordance with Standards Rule 2-3.

City of Santa Ana
Washington Square Property, Santa Ana
Date of Value: February 8, 2024
1 City Council Page 33 10 – 37 9/16/2025
Preface
This is a Restricted Appraisal Report as defined in the Uniform Standards of Professional Appraisal Practice (USPAP). By prior agreement, the client has determined that a Restricted Appraisal Report is appropriate in this instance.

This report is intended to comply with the reporting requirements set forth under Standards Rule 2-2(b) of USPAP for a Restricted Appraisal Report. As such, it does not present discussions of the data, reasoning, and analyses that were used in the appraisal process to develop the appraiser’s opinion of value. Rather, only brief statements are presented. The supporting documentation concerning the data, reasoning, and analyses is retained in the appraiser’s file. The depth of discussion contained in this report is specific to the needs of the client and for the intended use of this report.

The subject property consists of a ±1.01-acre (±43,891 square feet) site consisting of APNs 405-321-08, -09, and -13, and a single-family residence on APN 405-321-12. Only the Sales Comparison Approach was used to value the subject property. This approach was considered to be the most likely approach a potential purchaser of the subject properties would use. The Income Approach and the Cost Approach were not used, because these approaches are not what market participants use to value these property types. These approaches are not pertinent in this instance.

Standards Rule 2-2(b) of USPAP specifies that a Restricted Appraisal Report address 16 specific issues.

The following sections of this report are presented in a manner so as to comply with the 16 requirements that are specified on the previous page.
i. State the identity of the client, or if the client requested anonymity, state that the identity is withheld at the client’s request but is retained in the appraiser’s workfile; City of Santa Ana
ii. State the identity of any other intended user(s) by name; None
iii. Clearly and conspicuously state a restriction that limits use of the report to the client and the named intended user(s);
The use of this report is limited to the client and intended user, City of Santa Ana. There is no other intended user.
iv. Clearly and conspicuously warn that the report may not contain supporting rationale for all of the opinions and conclusions set forth in the report;
This report is restricted in that it does not present discussions of the data, reasoning, and analyses that were used in the appraisal process to develop the appraiser’s opinion of value. This report cannot be thoroughly understood without this information. This information has been retained in the appraiser’s file.
v. State the intended use of the appraisal;
The intended use of this report is to establish the market value for the subject property as of the effective date of the appraisal. This report is to be used by the City of Santa Ana for internal decision-making purposes, including the possible acquisition of the subject City of Santa Ana
Washington Square Property, Santa Ana
Date of Value: February 8, 2024
2 City Council Page 34 10 – 38 9/16/2025
property. The intended users of this report are the employees and duly authorized representatives of the City of Santa Ana.
vi. State information sufficient to identify the real estate involved in the appraisal; Only one of the subject lots has a street address. The address for APN 405-321-12 is 1501 N. Lowell Street, Santa Ana. The balance of the property, APNs 405-321-08, -09, and -13, is vacant and does not have a street address. The subject property is shown on the exhibit in the Appendix of this report.
vii. State the real property interest appraised;
The property rights being appraised are fee simple interest.

The Dictionary of Real Estate Appraisal, 7th Edition, published in 2022 by the Appraisal Institute defines “fee simple estate” on page 73 as follows:

Absolute ownership unencumbered by any other interest or estate, subject only to the limitations imposed by the governmental powers of taxation, eminent domain, police power, and escheat.

The fee simple estate valued in this report is appraised as though free and clear of existing leases and all other encumbrances except those noted in the valuation section of this report.
viii. State the type of value and cite the source of its definition; Definition of Market Value
The Dictionary of Real Estate Appraisal, 7th Edition, published in 2022 by the Appraisal Institute defines “market value” on page 118 as follows:

The most probable price, as of a specified date, in cash, or in terms equivalent to cash, or in other precisely revealed terms, for which the specified property rights should sell after reasonable exposure in a competitive market under all conditions requisite to a fair sale, with the buyer and seller each acting prudently, knowledgeably, and for self-interest, and assuming that neither is under undue duress.
ix. State the effective date of the appraisal and the date of the report; The effective date of the appraisal is February 8, 2024.

The date of the report is February 15, 2024.
x. State the scope of work used to develop the appraisal; The scope of the appraisal is the extent of the process of collecting, confirming, analyzing, and reporting data. The following were completed for this assignment:

1. Accepted the assignment to make an objective appraisal of the subject property and to report the estimated market value.

2. Toured the general area by automobile to get acquainted with the extent, condition, and quality of nearby developments, sales and offerings, density and type of development, topographical features, economic conditions, and trends toward change.

City of Santa Ana
Washington Square Property, Santa Ana
Date of Value: February 8, 2024
3 City Council Page 35 10 – 39 9/16/2025

3. Viewed the subject property to get acquainted with the current particular attributes or shortcomings of the subject property.

4. Made a visual observation concerning public streets, access, drainage, and topography of the subject property.

5. Photographed the subject property and the immediate environs.

6. Obtained from qualified sources calculations of the area of land contained within the subject property.

7. Reviewed current maps, zoning ordinances, and other material for additional background information pertaining to the subject property and the sale property.

8. Formed an opinion of the highest and best use applicable to the subject property appraised herein.

9. Searched public records for factual information regarding recent sales of the subject property, and for recent sales of comparable property.

10. Viewed and confirmed, when possible, the sales price and other particulars pertaining to each comparable sale contained in this report.

11. Analyzed the data to arrive at a conclusion via the Sales Comparison Approach.

This was the only applicable approach. The Cost Approach and the Income Capitalization Approach were not applicable, because these approaches are not used by market participants for single-family residences and land.

12. Reconciled the results of the analysis into an estimate of value.

13. Prepared and delivered this Restricted Appraisal Report. xi. State the extent of any significant real property appraisal assistance; No one provided significant appraisal assistance. Joseph Montano provided assistance in the collection of comparable sales data.
xii. Provide sufficient information to indicate that the appraiser complied with the requirements of Standard 1 by:
1) stating the appraisal methods and techniques employed; 2) stating the reasons for excluding the sales comparison, cost, or income approach(es) if any have not been developed;
3) summarizing the results of analyzing the subject sales and other transfers, agreements of sale, options, and listings in accordance with Standards Rule 1-5; and 4) stating value opinion(s) and conclusion(s);
Appraisal Procedures
The Sales Comparison Approach was used to value the subject property. The Cost Approach and the Income Capitalization Approach were not used in this analysis, because these approaches are not relevant in this instance.

City of Santa Ana
Washington Square Property, Santa Ana
Date of Value: February 8, 2024
4 City Council Page 36 10 – 40 9/16/2025
General - Subject Property
The subject property is a ±1.32-acre (±57,499 square feet) irregular-shaped site. It is zoned R1, Single Family Residential, which is consistent with the General Plan land use designation of LR-7, Low Density Residential.

The larger parcel comprises four Assessor Parcels. Three of the Assessor Parcels – APNs 405-321-08, -09 and -13 – were acquired by the current owner on December 23, 2015 (Document No. 15-645459. The purchase price was not disclosed in public records. These three parcels are vacant land.

The current owner acquired APN 405-321-12 on December 17, 2015 (Document No. 15-638809). This parcel was improved at the time of sale with a ±2,304-square-foot singlefamily residence. The Assessor indicates the date of construction as 2014. This appears to be incorrect due to the style of the home. Most likely, this home was built in 1949 to 1950, which are the dates of construction of similar homes in the neighborhood. There was an addition to the house in 2014.

The buyer purchased these properties with the intention to assemble them to construct a residential development. These transactions are not considered to be current indicators of value, because they took place over 9 years ago under different market conditions. There are no more recent transactions or listings for sale known.

Valuation - Subject Property
The subject was analyzed to see if the single-family residence should be valued as improved or as if vacant. Through the analysis it was found that the highest and best use of this APN was as improved. Therefore, the three vacant APNs are appraised as one site, and the single-family residence was appraised separately. A search for comparable sales was conducted within the City of Santa Ana. Due to the limited number of vacant land sales, the search was expanded to include central and north Orange County. The most relevant sales were used to arrive at the value conclusion. Price per square foot was used as the unit of comparison. The single-family residence was valued using comparable sales in the City of Santa Ana.

The indicated value of the subject property is shown below.

APNs 405-321-08, -09, -13
APN 405-321-12
$ 2,721,242
990,000
Total indicated value
Rounded to
$ 3,711,242
$ 3,710,000
Opinion of Value
It is the appraiser’s opinion that the market value of the subject property as of the date of value, February 8, 2024, subject to the assumptions and limited conditions stated herein, is:

Three Million, Seven Hundred Ten Thousand Dollars
$3,710,000
City of Santa Ana
Washington Square Property, Santa Ana
Date of Value: February 8, 2024
5 City Council Page 37 10 – 41 9/16/2025
Exposure Time
Exposure time is the amount of time necessary to expose a property in the open market to achieve a sale at the “as is” value conclusion, as of the date of the “as is” value. A reasonable exposure time for the entire subject property is estimated to be between 6 and 12 months.

File Information
As previously stated, this is a Restricted Appraisal Report; therefore, details of the comparable sales and the valuation analyses that have not been included in this report have been retained in the appraiser’s work files.
xiii. State the use of the real estate existing as of the effective date and the use of the real estate reflected in the appraisal;
The subject property is a generally level vacant site with perimeter fencing around APNs 405-321-08, -09, and -13. APN 405-321-12 is improved with a single-family residence with a detached garage.
xiv. When an opinion of the highest and best use was developed by the appraiser, state that opinion;
The conclusion of the highest and best use is based on consideration of those uses that are physically possible, legally permitted, and financially feasible. It is further limited by the use or uses that are maximally productive. After considering these factors, the highest and best use of the vacant portion of the subject property (APNs 405-321-08, -09 and -13) is to be developed with a single-family residential subdivision.

The highest and best use of APN 405-321-12 is as improved. xv. Clearly and conspicuously:
•
•
State all extraordinary assumptions and hypothetical conditions; and State that their use might have affected the assigned results; and The value conclusion is subject to the following hypothetical condition that may affect assignment results:
• None
Hypothetical conditions are contrary to known facts about the physical, legal, or economic characteristics of the subject property; or about conditions external to the property, such as market conditions or trends; or about the integrity of data used in an analysis.

The value conclusion is subject to the following extraordinary assumption that may affect assignment results:
• None.

An extraordinary assumption is uncertain information accepted as fact. If an extraordinary assumption is found to be false as of the effective date of the appraisal, I reserve the right to modify my value conclusions.

City of Santa Ana
Washington Square Property, Santa Ana
Date of Value: February 8, 2024
6 City Council Page 38 10 – 42 9/16/2025
xvi. Include a signed certification in accordance with Standards Rule 2-3.

Please see the following page for the signed certification.

City of Santa Ana
Washington Square Property, Santa Ana
Date of Value: February 8, 2024
7 City Council Page 39 10 – 43 9/16/2025
Certification
I certify that, to the best of my knowledge and belief:
•
•
the statements of fact contained in this report are true and correct. the reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and are my personal, impartial, and unbiased professional analyses, opinions, and conclusions.
•
•
I have no present or prospective interest in the property that is the subject of this report and no personal interest with respect to the parties involved.

I have performed no services, as an appraiser or in any other capacity, regarding the property that is the subject of this report within the three-year period immediately preceding the agreement to perform this assignment.
•
•
•
I have no bias with respect to the property that is the subject of this report or to the parties involved with this assignment.
my engagement in this assignment was not contingent upon developing or reporting predetermined results.
my compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal. • my analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice. •
•
I have made a personal inspection of the property that is the subject of this report. no one provided significant real property appraisal assistance to the person signing this certification.
• the reported analyses, opinions and conclusions were developed, and this report has been prepared, in conformity with the requirements of the Code of Professional Ethics and Standards of Valuation Practice of the Appraisal Institute. •
•
the use of this report is subject to the requirements of the Appraisal Institute relating to review by its duly authorized representatives.
as of the date of this report, I have completed the continuing education program for Designated Members of the Appraisal Institute.

HENNESSEY & HENNESSEY LLC
by Dated: February 15, 2024
Sharon A. Hennessey, MAI, SR/WA, AI-GRS
State of California AG003323
City of Santa Ana
Washington Square Property, Santa Ana
Date of Value: February 8, 2024
8 City Council Page 40 10 – 44 9/16/2025
Appendix
City of Santa Ana
Washington Square Property, Santa Ana
Date of Value: February 8, 2024
9 City Council Page 41 10 – 45 9/16/2025
Aerial Photograph of Subject Property
AP Map of Subject Property
City of Santa Ana
Washington Square Property, Santa Ana
Date of Value: February 8, 2024
10 City Council Page 42 10 – 46 9/16/2025
Washington/Lowell Subject Exhibit
City of Santa Ana
Washington Square Property, Santa Ana
Date of Value: February 8, 2024
11 City Council Page 43 10 – 47 9/16/2025
Assumptions and Limiting Conditions
Standards Rule (S.R.) 2-1 of the Standards of Professional Appraisal Practice of the Appraisal Institute requires the appraiser to “clearly and accurately disclose any assumptions, extraordinary assumptions, hypothetical conditions, and limiting conditions used in the assignment. In compliance with S.R. 2-1, and to assist the reader in interpreting this report, such Assumptions and Limiting Conditions are set forth as follows:

1. This report is restricted in that it does not present discussions of the data, reasoning, and analyses that were used in the appraisal process to develop the appraiser’s opinion of value. This report cannot be thoroughly understood without this information. This information has been retained in the appraiser’s file.

2. The appraiser assumes no responsibility for hidden or unapparent conditions of the property, subsoil, groundwater, or structures that render the subject property more or less valuable. No responsibility is assumed for arranging for engineering, geologic, or environmental studies that may be required to discover such hidden or unapparent conditions.

3. 4.

Hennessey & Hennessey LLC’s liability is limited to the amount of the fee. The firm and the appraiser preparing the report are not responsible for erroneous information provided by others. There is no accountability or liability to a third party.

The contract for appraisal, consultation, or analytical services is fulfilled and the total fee is due upon completion of the report. The appraiser or those assisting in the preparation of the report will not be asked or required to give testimony in court or hearing because of having made the appraisal in full or in part, nor will they be asked or required to engage in post-appraisal consultation with client or third parties except under separate and special arrangements made a reasonable time in advance and at an additional fee for time and expenses.

5. The client shall notify the appraiser of any error, omission, or invalid data herein within 10 days of receipt and return the report, along with all copies, to the appraiser for corrections prior to any use whatsoever.

6. 7.

Neither the appraiser’s name nor this report may be used in connection with any financing plans that would be classified as a public offering under state or federal security laws.

Unless otherwise stated, the subject property is appraised assuming it to be in full compliance with all applicable zoning and land use regulations and restrictions. The property is appraised assuming that all required licenses, permits, certificates, consents, or other legislative and/or administrative authority from any local, state, or national government or private entity or organization have been or can be obtained or renewed for any use on which the value estimate contained in this report is based.

8. 9.

No engineering survey has been made by the appraiser. Except as specifically stated, data relative to the size and area of the subject property was taken from information provided by the City of Santa Ana, and no encroachment of the subject property is considered to exist.

In preparing this report, the appraiser was required to rely on information furnished by other individuals or found in existing records and/or documents. Unless otherwise indicated, such information is presumed to be reliable. However, no warranty, either expressed or implied, is given by the appraiser for the accuracy of such information, and the appraiser assumes no responsibility for information relied upon later found to have been inaccurate. The appraiser reserves the right to make such adjustments to the analyses, opinions, and conclusions set forth in this report as may be required by consideration of additional data or more reliable data that may become available.

10. Maps, plats, and exhibits included in this report are for illustration only to serve as an aid in visualizing matters discussed within the report. They should not be considered as surveys or relied upon for any other purpose, nor should they be removed from, reproduced, or used apart from the report.

City of Santa Ana
Washington Square Property, Santa Ana
Date of Value: February 8, 2024
12 City Council Page 44 10 – 48 9/16/2025

11. The appraiser has not been provided any information regarding the presence of any material or substance on or in any portion of the subject property or improvements thereon, which material or substance possesses or may possess toxic, hazardous, and/or other harmful and/or dangerous characteristics. Unless otherwise stated in the report, the appraiser did not become aware of the presence of any such material or substance during the inspection of the subject property. However, the appraiser is not qualified to investigate or test for the presence of such materials or substances.

The presence of such materials or substances may adversely affect the value of the subject property.

The value estimated in this report is predicated on the assumption that no such material or substance is present on or in the subject property or in such proximity thereto that it would cause a loss in value.

The appraiser assumes no responsibility for the presence of any such substance or material on or in the subject property, nor for any expertise or engineering knowledge required to discover the presence of such substance or material. Unless otherwise stated, this report assumes the subject property is in compliance with all federal, state, and local environmental laws, regulations, and rules.

12. No opinion as to the title of the subject property is rendered. Data related to ownership and legal description was obtained from the County of Orange and is considered reliable. Title is assumed to be marketable and free and clear from any encumbrances, easements, and restrictions except those specifically discussed in the report. The property is appraised assuming it to be under responsible ownership and competent management, and available for its highest and best use.

13. Possession of this report, or a copy of it, does not carry with it the right of publication. This report may not be used for any purposes by any person other than the party to whom it is addressed without the written consent of the appraiser, and in any event only with properly written qualification and only in its entirety. In particular, it may not be referred to in any report or financial statement or in any documents filed with a governmental agency without prior written consent of the appraiser.

14. The Regulations and Bylaws of the Appraisal Institute require each member and/or candidate to control the use and distribution of each appraisal by such member or candidate. Therefore, except as may hereinafter be provided, the party for whom this appraisal was prepared may distribute copies of this appraisal, in its entirety, to such third parties as may be selected by the party for whom this appraisal was prepared; however, selected portions of this appraisal shall not be given to third parties without the prior written consent of the signatory of this appraisal.

15. Further, neither all nor any part of this appraisal shall be disseminated to the general public by the use of advertising media, public relations media, news media, sales media, or other media for public communication without the prior written consent of the signatory of this appraisal.

16. The appraiser assumes no responsibility for hidden defects or non-conformity with specific governmental requirements, such as fire, building and safety, earthquake, or occupancy codes, unless inspections by qualified independent professionals or governmental agencies were provided to the appraiser. Further, the appraiser is not a licensed engineer or architect and assumes no responsibility for structural deficiencies not apparent to the appraiser at the time of inspection.

City of Santa Ana
Washington Square Property, Santa Ana
Date of Value: February 8, 2024
13 City Council Page 45 10 – 49 9/16/2025

H E N N E S S E Y & H E N N E S S E Y L L C
A California Limited Liability Company
Real Estate Appraisers
17602 17th Street, Suite 102-246 • Tustin, California 92780-7915 (714) 730-0744 • e-mail: [email protected]
Sharon A. Hennessey, MAI, SR/WA, AI-GRS
Certified General Real Estate Appraiser
MAI Designated Member of the Appraisal Institute
AI-GRS Designated Member of the Appraisal Institute
Senior Member, International Right of Way Association
Joseph A. Hennessey, SR/WA (1928-2016)
Senior Member, International Right of Way Association
Qualifications of Sharon A. Hennessey, MAI, SR/WA, AI-GRS Experience 1984 to
present
Hennessey & Hennessey LLC, Independent Fee Appraiser - Appraise vacant land, commercial, industrial, residential, rights of way, and special purpose properties for governmental agencies, corporations, law firms, and private parties.

License Certified General Real Estate Appraiser, State of California License No. AG 003323 Expert Witness Qualified as an expert witness in the Orange County Superior Court Professional
Affiliations
MAI Designated Member of the Appraisal Institute, Certificate No. 11108 AI-GRS Designated Member of the Appraisal Institute
Senior Member of the International Right of Way Association, Registration Number 3975 President of Chapter 67 International Right of Way Association, 1990 International Director of Chapter 67, International Right of Way Association, 1991 Membership Chairman, International Right of Way Association, 1992 and 1993 Hospitality Chairman, Southern California Chapter Appraisal Institute, 1993 and 1994, 1995, 1996, and 1997
Co-Education Chairman, Southern California Chapter Appraisal Institute, 1998, 1999, 2000, 2001 Education Bachelor of Arts - University of California, Berkeley Currently meets the education requirements of the Bureau of Real Estate Appraisers, the Appraisal Institute, and the International Right of Way Association Partial List of Continuing Education:

Appraisal Institute
USPAP - 1986, 1993, 2000, 2004, 2006, 2008,
2012, 2010, 2014, 2016, 2018, 2020
Business Practice and Ethics - 2011, 2015
Federal and California Statutory and Regulatory
Law - 2015, 2017
Highest & Best Use and Market Analysis -
1996
Advanced Applications - 1996
The Appraisers Complete Review - 1996
Advanced Income Capitalization - 1993
Report Writing and Valuation Analysis -
1989
Case Studies in Real Estate Valuation -
1988
Capitalization Theory & Techniques,
Parts A and B - 1987
Review Theory - General - 2014
Complex Litigation Case Studies - 2013
Litigation Appraising: Specialized Topics and
Applications - 2013
The Appraiser as an Expert Witness - 2000, 2013
Valuation of Detrimental Conditions - 2011
Appraisal Curriculum Overview - 2010
Hotel/Motel Valuation - 1997
Real Estate Appraisal Principles - 1985
Basic Valuation Procedures - 1985
International Right of Way Association
403 Easement Valuation - 1990, 2013
104 Standards of Practice for the Right of Way
Professional - 2012
101 Principles of Real Estate Acquisition -
1989
401 Appraisal of Partial Acquisitions -
1988
901 Interpreting Engineering Drawings -
1986
103 Ethics and the Right of Way Profession - 1992,
2004, 2008
206 Presentation Skills - 1992
203 Communications in Real Estate Acquisition -
1991
902 Property Descriptions - 1986
801 Land Titles - 1986
214 Skills of Expert Testimony - 1990
City Council Page 46 10 – 50 9/16/2025
Sharon A. Hennessey Qualifications
page 2
Representative Clients - Partial Listing
Attorneys and Law Firms
Best Best & Krieger LLP
Bowie, Arneson, Kadi & Dixon
Dreyfuss, Ryan, Weifenbach
Durst & Landeros
Fullerton, Lemann, Schaefer &
Dominick
Lillick, McHose & Charles
Lozano Smith
Meserve, Mumper & Hughes
Marjorie Mize Le Gaye, Esq.

Nichols, Stead, Boileau & Kostoff
Parker & Covert
Redwine & Sherrill
Richard L. Riemer, Law Offices of
Rutan & Tucker
Sheppard, Muller, Ricter & Hampton
Oliver, Vose, Sandifer, Murphy & Lee Wilson, Elser, Moskowitz, Edelman & Jones & Mayer Palmieri, Tyler, Wiener, Wilhelm & Dicker Kindel & Anderson Waldron Woodruff, Spradlin & Smart
Corporate Clients
Associated Right of Way HDR Engineering Overland Resources Pacific Bell (SBC)
Pacific Relocation
Consultants
Paragon Partners
Poseidon Resources
Psomas
Rockwell International
Sisters of the Sacred Heart
Southern California Edison
Tetra Tech, Inc.

Universal Field Services
Western Industrial Properties,
Inc.

Services, Inc.

Brother International
California Property
Specialists Inc.

Hoag Foundation
Hughes Aircraft Company
Kaiser Foundation Health
Plan, Inc.

Continental Development Corp.

Cutler & Associates
DGA Consultants
Diocese of Orange
Metzger & Associates, Inc.

NBS/Lowry Engineers
Overland, Pacific & Cutler,
LLC
Robert Bein, William Frost & Willdan Associates
Associates
Individual Clients
Leo Beus Genji Kawamura
Kawamura Family Trust
William E. Kibbie
Paul Kiely
Sang Moon Kim
James Kindel Jr.

Dorothy E. Lamb
Andrea Lombard
Rita M. Loosemore
Kim Vu Nguyen
Steven H. Price
Constance C. Quarré
Jean L. Roane
E.O. Rodeffer
Larry L. Root
Dwight C. Schroeder
John P. Sheffield
Yoram S. Shily
Carl Stevens
Katherine E. Thompson
Tustin Village Community
Association
Charles E. Wheeler
Erv Yoder
Carl Brandstetter
Candace Campbell
Samuel B. Corliss, Jr.

Thomas W. Cosgrove
Harbor Pine Creek
Homeowners Assoc.

John Iloulian
Public Entities
County of Orange
City of Anaheim
City of Corona
City of Costa Mesa
City of Fullerton
City of Garden Grove
City of Glendale
City of Huntington
Beach
City of Laguna Niguel
City of Lake Forest
City of Mission Viejo
City of Ontario
City of Pasadena
City of Pico Rivera
City of Pomona
City of Riverside
City of Santa Ana
City of Torrance
City of Upland
Charter Oak Unified School
District
Chino Unified School District Walnut Valley Unified
Corona-Norco Unified
School District
Covina-Valley Unified
School District
Cucamonga School District
Eastern Municipal Water
District
Fullerton Joint Union High
School District
Magnolia School District
Orange Unified School
District
Caltrans
Eastern Transportation
Corridor
Pajaro Valley Unified School Orange County
District Transportation Authority
Tustin Unified School District Riverside Transit Agency Riverside County Flood
Control and Water
Conservation District
Riverside County
Transportation
Commission
San Bernardino County
Transportation Authority
(formerly SANBAG)
School District
Mesa Consolidated Water
District
Murrieta County Water
District
Trabuco Canyon Water
District
California High-Speed Rail
Authority
City Council Page 47 10 – 51 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025 Appendix G
Entitlements Road Map
City Council Page 48 10 – 52 9/16/2025
Washington Square Park - Entitlements Road
Map
Pre-Submittal/EntitlementPhase DevelopmentProjectPhase
-----------A------------
Kick-Off Meeting Community Outreach PWA develops plans and submit them to the
Development Review
Committee (DRC) for
review/comment
Project plans routed to
various departments and
preliminary comments
provided.

Sunshine Ordinance
community meeting
and 2nd meeting.
•
•
•
Interdepartmental oordination
Architectural Design
Early Environmental/ E
Discussions
•
•
•
Workshops/harrettes
PIO/NIES oordination
Emails/Social Media/
om-Link
¢ ¢ ¢
-1st
SB18/NAH
Notification
EntitlementPhase EPhase V
-----------------A------------------
PRCS Commission Public
Hearing: IS/MND Preparation PRCS Commission Public
Hearing Noticing
Review and Respond to
Public Comments
IS/MND Public Review (30-
day review period)
Notice of Preparation
• (NOP)
•
oncept Review
Parking Naming
• ABS2/NAH
Notification
EntitlementPhase
Planning Commission
Public Hearing:

City Council Public Hearing:

Planning Commission
Public Hearing Noticing (20-
Day Requirement)
File NOD for Planning
Commission
City Council Public Hearing
Noticing
File NOD for City Council 1st
Reading
pt Reading AA and GPA
Park Naming
Final IS/MND Adoption
Parks Master Plan Amendment
Recommend Approval of Zone
Change (AA), General Plan
Amendment (GPA), Park
Naming, and IS/MND
V
Plan heck and onstructionPhase EntitlementPhase
A
Plan check takes place,
including any
corrections/resubmissions,
leading towards permit
issuance. LLA/LM recorded.

Submittal of full
construction-level plans for
plan check, along with
technical documents for
LLA/LM.

Permits issued and City Council Consent Project is completed and final sign-offs or certificate
of occupancy is issued.
construction begins, with
required inspections taking
place during construction.

File NOD for City Council

Calendar:

d 2
n Reading
• 2"' Reading AA
City Council Page 49 10 – 53 9/16/2025
Washington Square Park Feasibility Study City of Santa Ana July 2025 Appendix H
Park Petition
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8-18-25
City Council Page 118 10 – 122 9/16/2025
Community Development Agency
www.santa-ana.org/cd
Item # 11
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
September 16, 2025
TOPIC: Agreement with Coast Community College District for the Strong Workforce Program

AGENDA TITLE
Agreement with Coast Community College District for the Strong Workforce Program (SWP) Transforming Intermediary Partnerships for Student Success (Non-General Fund)

RECOMMENDED ACTION

1. Approve an agreement with Coast Community College District to implement the Strong Workforce Program (SWP) Transforming Intermediary Partnerships for Student Success Project, in an amount not to exceed $50,000, for a ten-month period beginning September 16, 2025 and expiring June 30, 2026 (Agreement No. A-2025-XXX).

2. Approve an appropriation adjustment to recognize $50,000 in funds from Orange County Grant Revenue State Grants-Indirect account (no. 12418002-52027) and appropriating the same amount to OCCC Grant expenditure account (No. 12418753-Various) (Requires five affirmative votes).

GOVERNMENT CODE §84308 APPLIES: Yes

DISCUSSION
The Strong Workforce Program (SWP) is a statewide initiative designed to strengthen career education programs and regional workforce pipelines with funds that are managed locally by the Orange County Regional Consortium. The project Transforming Intermediary Partnerships for Student Success addresses challenges employers face when engaging with community colleges and workforce centers.

Employers often cite a lack of clarity regarding points of contact, insufficient knowledge of available workforce resources, and uncertainty regarding student and job seeker readiness. This project seeks to resolve those issues through system building, employer outreach, and shared professional development.

City Council 11 – 1 9/16/2025
Agreement with Coast Community College District for the Strong Workforce Program September 16, 2025

Partners include:
• The three (3) Orange County Workforce Development Boards (Anaheim, Santa Ana, OC Workforce Solutions), and
• Orange County Community Colleges.

This collaborative effort aims to increase alignment between education providers, workforce centers, and employers across the region.

The Santa Ana Workforce Development Board (SAWDB) will provide services in four (4) key areas:

Systems Building • Develop a regional advisory process through Building Industry Leadership Teams (BILT)
• Recruit subject matter experts to validate in-demand skills and align regional advisories
Business and
Client Services
Support
• Collaborate with colleges and workforce centers on sector strategies
• Coordinate local and virtual employer outreach events • Expand employer listings on the OC Works platform
Resources and
Training
• Develop user stories and requirements for OC Works
navigation
• Lead joint trainings for career counseling and workforce staff on current labor market data and case management
techniques
Communication
and Planning
• Participate in project planning meetings, regional
evaluation, and reporting activities
The agreement is for a ten-month period ending June 30, 2026, with specific deliverables including:
• Completion of BILT training by two (2) Workforce Center representatives. • Participate in quarterly alignment meetings with community college deans and directors.
• Engage in employer outreach events, adding 10 new employers to the OC Works map.
• Identify success stories highlighting the benefits of OC Works. • Assist with the development of a best practices document for career services teams.

Approval of this agreement allows SAWDB to utilize the $50,000 in grant funds to strengthen employer engagement, enhance workforce readiness, and expand partnerships with regional education providers. The project will provide benefits for employers, students, and job seekers in Santa Ana and the region.

City Council 11 – 2 9/16/2025
Agreement with Coast Community College District for the Strong Workforce Program September 16, 2025

FISCAL IMPACT
Approval of the appropriation adjustment will recognize $50,000 in funds from Orange County Grant Revenue State Grants-Indirect account (no. 12418002-52027) and appropriate the same amounts to expenditure accounts as shown in the table below.

Funds will be assigned, budgeted, and available for expenditure in FY 2025-26.

Fiscal
Year
Accounting UnitAccountFund
Description
Accounting Unit,
Account Description Amount
FY 25-26 12418753-61xxx OCCC
GRANT
OCCC GRANT, Salaries
& Benefits $30,500
FY 25-26 12418753-62120 OCCC
GRANT
OCCC GRANT, Training,
Transportation, Meeting $11,500
FY 25-26 12418753-62500 OCCC
GRANT
OCCC GRANT, Rent
Payments $1,000
FY 25-26 12418753-63001 OCCC
GRANT

OCCC GRANT,
Miscellaneous Operating
Expenses
$4,000
FY 25-26 12418753-65100 OCCC
GRANT OCCC GRANT, Liability $3,000
Total: $50,000

EXHIBIT(S)

1. Coast Community College District SWP Agreement
Submitted By: Michael L. Garcia, Executive Director of Community Development Approved By: Alvaro Nuñez, City Manager
City Council 11 – 3 9/16/2025

COAST COMMUNITY COLLEGE DISTRICT

INDEPENDENT CONTRACTOR AGREEMENT

SHORT FORM
ARTICLE I INDEPENDENT CONTRACTOR SERVICES AND RESPONSIBILITIES.

EXHIBIT 1
City Council 11 – 4 9/16/2025
Initial if applicable

ARTICLE II COMPENSATION

ARTICLE III TERM, TERMINATION

ARTICLE IV INDEMNITY AND INSURANCE
EXHIBIT 1
City Council 11 – 5 9/16/2025

ARTICLE V INDEPENDENT CONTRACTOR

ARTICLE VI MISCELLANEOUS PROVISIONS
EXHIBIT 1
City Council 11 – 6 9/16/2025
To District: To Independent Contractor
District Independent Contractor
See attached signature page
Alvaro Nuñez
Alvaro Nuñez
EXHIBIT 1
City Council 11 – 7 9/16/2025
ATTEST:

Jennifer L. Hall
City Clerk
APPROVED AS TO FORM:

SONIA R. CARVALHO
City Attorney
Andrea
ByfJu
Garcia-Miller
d<_u ()JJi4_4_� -1i.JlL,
Assistant City Attorney
#398790vl

CITY OF SANT A ANA
Alvaro Nunez
City Manager
RECOMMENDED FOR APPROVAL:
�� Michael L. Garcia
Executive Director
Conmrnnity Development Agency
EXHIBIT 1
City Council 11 – 8 9/16/2025
Attachment 1. Page 1 of 3

Attachment 1. Services
“CLIENT” “VENDOR”
Company Name: Coast Community College
District
Company Name:

City of Santa Ana Workforce Development
Board
Primary Contact: Stephanie Feger Primary Contact: Deborah Sanchez Address: 1370 Adams Avenue
Costa Mesa, CA 92626
Address: 801 W. Civic Center Drive, Suite
200. Santa Ana, CA 92701
Phone number: (714) 438-4834 Phone number: (714) 565-2621 Email: [email protected] Email: [email protected]
Services Effective Date: Date signed by the Chancellor
Services Expiration Date: June 30, 2026
I. DESCRIPTION OF SERVICES
The regional Strong Workforce Program (SWP) Transforming Intermediary Partnerships for Student Success project will address barriers that employers face in addressing workforce needs with community colleges and job centers including lack of clarity regarding who to contact and where to start and lack of familiarity with the current resources, skills, and level of preparedness of students and job seekers. The project will convene college, workforce, and industry partners to address key objectives focused on employer outreach and professional development components.

Partners include the Orange County Workforce Development Boards, Anaheim, Santa Ana, and OC Workforce Solutions, who will work with Orange County community colleges to achieve these objectives.

Three key objectives will guide this work, including: 1) Systems Building to provide expand regional industry advisories to prioritize Knowledge, Skills, and Abilities (KSAs) using the EXHIBIT 1
City Council 11 – 9 9/16/2025
Attachment 1. Page 2 of 3

Building Industry Leadership Teams (BILT) model and align this model with workforce employer advisory groups that gather input from industry; 2) Business/Client Services that build, leverage, and sustain high-impact practices for messaging and outreach to employers, and in coordinating regional career events; and 3) Resources and Training to promote shared understanding of workforce and education systems using the online OC Works hub and career services tools.

The City of Santa Ana Workforce Development Board shall perform the following services:

1. Systems Building
a) Support development of regional advisory process. Identify subject matter experts to participate in regional advisories and assist in facilitating Building Industry Leadership Teams (BILT) process to validate in-demand knowledge and skills for Orange County students and job seekers.
b) Develop shared approaches and resources for regional advisories including access to relevant labor market information, industry trends data, and feedback from employer roundtables.

2. Business and Client Services Support
a) Collaborate on sector strategies and align resources needed to jointly support community college and workforce employer outreach. This will include working with community college Talent Development Retention Directors (TDRDs), and employer engagement specialists to develop best practices for career services and job events.
b) Coordinate joint local in-person meetings and web events to expand the number of employers listed on the OC Works map of employers.

3. Resources and Training
a) Develop requirements and user stories on effectively using OC Works resources to guide students, job seekers, and coaches/college career services in navigating regional industry sectors, skills and certifications, and employment opportunities. b) Organize workforce initiatives including joint training for counseling and career services teams on using labor market information and case management.

4. Communication, Planning and Development Meetings
The project team will collaborate through online meetings, design documents, emails, and calls to develop the agendas and trainings. In addition, Workforce Development partners will assist in reporting, planning data collection and evaluation activities for regional meetings.

EXHIBIT 1
City Council 11 – 10 9/16/2025
Attachment 1. Page 3 of 3

II. DELIVERABLES AND TIMELINE

1. Systems Building Regional Advisory Partnerships August 2025-June 2026 Deliverables include two representatives from each Workforce Center completing a BILT training, and assisting with recruitment and facilitation of the KSA and industry trends meeting for the identified sectors.

2. Business and Client Services Support August 2025-June 2026 Deliverables include prioritizing and aligning sector strategies through shared data and updates at quarterly meetings with community college deans and directors.

Collateral materials for outreach to employers highlighting workforce and community college collaboration. Coordinate monthly outreach events to employers including the addition of ten (10) new employers added to the OC Works map of employers.

3. Resources and Training August 2025-June 2026
Deliverables include collaborating on a joint training and best practices document for counseling and career services teams on using labor market information and case management. Publication of four user stories (career coaches and job seekers) on benefits of OC Works.

4. Planning Meetings and Communication August 2025- June 2026 Regular communication and meetings with project director and team.

III. PAYMENT
The Santa Ana Workforce Development Board will provide these services commencing upon the date the contract is signed by the Chancellor until June 30, 2026. Payment shall be made upon receipt of an invoice specifying this agreement number and expenditures for the period covered.

The District will be billed a total of $50,000 for deliverables as outlined in this document. The workforce center will submit two invoices of $25,000 each, the first on September 18, 2025, and the second on May 15, 2026. All travel expenses are included in the total amount.

Funding source: Strong Workforce Regional Funds Master Agreement DO-22-FASWPRFEE-01.

EXHIBIT 1
City Council 11 – 11 9/16/2025
Planning and Building Agency
www.santa-ana.org/pb
Item # 12
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
September 16, 2025
TOPIC: Approval of Historic Property Preservation Agreements

AGENDA TITLE
Historic Property Preservation Agreements for the Properties Located at 305 E.

Washington Avenue and 1617 E. Fourth Street

RECOMMENDED ACTION
Authorize the City Manager or designee to execute the attached Mills Act agreements with the below-referenced property owners for the identified structure(s) (Agreement No.

A-2025-XXX and A-2025-XXX). [Includes determination that the proposed projects are exempt from further review in accordance with the California Environmental Quality Act as Categorical Exemption(s)/Environmental Review No. 2025-29 and 2025-50 will be filed for the project.]
Table 1: Mills Act Agreements Approved by the Historic Resources Commission (HRC) Property Owner(s)
Historic Property
Preservation
Agreement No.

Address/House Vote by HRC
Daniel Phan Nguyen,
Trustee to The 305 E.

Washington Ave
Grantor Trust
2025-02 305 E. Washington
Avenue
5:0:0:2 (Commissioners
Rincon and Padilla
absent)
Vincent F. Sarmiento
and Eva CasasSarmiento, Husband
and Wife as Joint
Tenants
2025-05 1617 E. Fourth Street
4:0:1:2 (Commissioners
Rincon and Padilla
absent and
Commissioner
Escamilla abstaining)
GOVERNMENT CODE §84308 APPLIES: Yes

DISCUSSION
On July 9, 2025, the Historic Resources Commission (HRC) recommended that the City Council authorize the City Manager to execute the Mills Act agreements listed in Table 1, above, with the identified property owners for historic structure(s) in the City, subject to non-substantive changes approved by the City Manager and City Attorney. This action allows for the approval of a Historic Property Preservation Agreement (Mills Act Contract) City Council 12 – 1 9/16/2025
Approval of Historic Property Preservation Agreements
September 16, 2025

which provides a property tax reduction whereby property owners agree to reinvest the tax savings towards the maintenance of the historic property. Additionally, the agreement prevents inappropriate alterations to the protected historic structure(s).

ENVIRONMENTAL IMPACT
In accordance with the California Environmental Quality Act, the proposed projects are exempt from further review. The following Categorical Exemptions will be filed for this project:
• ER No. 2025-29 (305 E. Washington Avenue)
• ER No. 2025-50 (1617 E. Fourth Street)

FISCAL IMPACT
The Historic Property Preservation Agreement will reduce the Property Tax revenue account 01102002-50011 to the City by an estimated $2,407.81 annually noted below, for a period of not less than ten years.

HPPA No. Address Estimate Exhibit No.
2025-02 305 E. Washington Avenue $862.24 1-2
2025-04 1617 E. Fourth Street $1,545.57 3-4
Total for All Properties: $2,407.81

EXHIBITS

1. Mills Act Agreement – 305 E. Washington Avenue

2. HRC Staff Report – 305 E. Washington Avenue

3. Mills Act Agreement – 1617 E. Fourth Street

4. HRC Staff Report – 1617 E. Fourth Street
Submitted By: Ali Pezeshkpour, AICP, Executive Director, Planning and Building Agency
Approved By: Alvaro Nuñez, City Manager
City Council 12 – 2 9/16/2025

RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:

City of Santa Ana
20 Civic Center Plaza (M-30)
Santa Ana, CA 92702
Attn: City Clerk’s Office
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 Daniel Phan Nguyen, Trustee to The 305 E. Washington Ave Grantor Trust, (hereinafter collectively referred to as “Owner”), owner of real property located at 305 East Washington 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 305 East Washington Avenue, Santa Ana, California, Santa Ana, CA, 92701 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.

City Council 12 – 3 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 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 September 17, 2025, 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.

City Council 12 – 4 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 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. f. Owner shall implement the rehabilitation and restoration work items as discussed in detail in Exhibit D, “Proposed Structure and Site Improvements” and the City Council Historic Property Preservation Agreement (HPPA No. 2025-02) staff report dated September 16, 2025. All work items shall be completed within the first ten years of the Mills Act Agreement. Proof of completion, as requested by the City of Santa Ana, will be required in order to satisfy and maintain the Mills Act Agreement. Staff approval is required before items are amended or removed/replaced from the improvements list.

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 City Council 12 – 5 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 4 -
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 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 305 East Washington Avenue, Santa Ana, California, Assessor Parcel Number, 398-134-11, and more particularly City Council 12 – 6 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 5 -
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 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.
c. This property is listed in the Santa Ana Register of Historical Properties (Register).

In any real property transaction, the owner of this property or the owner’s representative shall provide the buyer of this property with notice that the property is listed on the City’s historic Register.

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: City Clerk’s Office
Owners: Daniel Phan Nguyen, Trustee to The 305 E. Washington Ave Grantor Trust 305 E Washington Avenue
Santa Ana, CA 92701

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 City Council 12 – 7 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 6 -
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. 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.

City Council 12 – 8 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 7 -
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}
City Council 12 – 9 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 8 -
ATTEST: CITY OF SANTA ANA
________________________ _________________________
JENNIFER L. HALL ALVARO NUÑEZ
City Clerk City Manager
OWNER
Date: ______________________ _________________________

DANIEL PHAN NGUYEN
TRUSTEE TO THE 305 E.

WASHINGTON AVE GRANTOR TRUST
APPROVED AS TO FORM: RECOMMENDED FOR APPROVAL:

SONIA CARVALHO
City Attorney
By: _____________________ _____________________

BRANDON SALVATIERRA ALI PEZESHKPOUR
Deputy City Attorney Executive Director
Planning and Building Agency
City Council 12 – 10 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 9 -

EXHIBIT A

LEGAL DESCRIPTION

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

THE SOUTH 109.45 OF LOT 1 AND THE SOUTH 109.45 FEET OF THE WEST 10 FEET OF LOT 2 OF THE SPURGEON STREET TRACT, IN THE CITY OF SANTA ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA AS PER MAP RECORDED IN BOOK 6 PAGE (S) 23 OF MISCELLANEOUS MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY.

Assessor’s Parcel Number: 398-134-11
City Council 12 – 11 9/16/2025

EXECUTIVE SUMMARY

WILSON HOUSE
305 East Washington Avenue
Santa Ana, CA 92701
NAME Wilson House REF. NO.

ADDRESS 305 East Washington Avenue
CITY Santa Ana ZIP 92701 ORANGE COUNTY
YEAR BUILT 1921 LOCAL REGISTER CATEGORY: Key
HISTORIC DISTRICT French Park NEIGHBORHOOD French Park
NATIONAL REGISTER CRITERIA FOR EVALUATION C NATIONAL REGISTER STATUS CODE 1D Location: Not for Publication Unrestricted
Prehistoric Historic Both
ARCHITECTURAL STYLE: Colonial Revival
The most universal of all American domestic building styles, the Colonial Revival has been popular since the 1876 Centennial celebration in Philadelphia stimulated a patriotic interest in the American architectural past. Whether drawing upon Georgian, Federal, or Dutch Colonial prototypes, Colonial Revival buildings feature rectangular building plans and designs which are usually symmetrical, or at least highly regular and balanced, in composition. Roofs are commonly side-gabled, hipped, or gambreled, sometimes accented with dormers. Porches, one or two stories in height, are often included, mostly as central focal points, and frequently incorporate classical elements such as columns, pilasters, and entablatures. Doorways are adorned with classical surrounds and pediments; sidelights, transoms, and fanlights are not uncommon. Windows are typically double-hung sash, with multiple lights in the upper sash. French doors and Palladian windows are also utilized. Depending on location, Colonial Revival buildings have wood, brick, or stucco exteriors (McAlester, 320-326).

SUMMARY/CONCLUSION:

The Wilson House was listed in the National Register of Historic Places in 1999 as a contributor to the French Park Historic District.

Under the regulations implementing the California Register of Historical Resources, the building is also listed in the California Register. It also qualifies for listing in the Santa Ana Register of Historical Property under Criterion 1 as representative of the distinguishing characteristics of the Colonial Revival style. Additionally, the Wilson House has been categorized as “Key” for its “distinctive architectural style and quality,” as a representative example of the Colonial Revival style of the early 1920s (Municipal Code, Section 30-2.2).

EXPLANATION OF CODES:

National Register Criteria for Evaluation: (From Appendix 7 of Instructions for Recording Historical Resources, Office of Historic Preservation)
C: that embody the distinctive characteristics of a type, period, or method of construction, or that represent the work of a master, or that possess high artistic values, or that represent a significant and distinguishable entity whose components may lack individual distinction.

National Register Status Code: (From Appendix 2 of Instructions for Recording Historical Resources, Office of Historic Preservation)
1D: Contributor to a listed district.

Exhibit B
City Council 12 – 12 9/16/2025
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 _3_ Resource name(s) or number (assigned by recorder) Wilson House P1. Other Identifier:
*P2. Location: Not for Publication Unrestricted *a. County Orange County *b. USGS 7.5’ Quad TCA 1725 Date:
*c. Address 305 East Washington Avenue City Santa Ana Zip 92701 *e. Other Locational Data: 398-134-11 SPURGEON ST TR LOT 1 S 109.45 FT THEREOF (LOT 2 W FT S 109.45 FT

THEREOF)
*P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries.) This two-story Colonial Revival house features a clipped, side-gabled roof with cornice returns and a plain frieze. A similarly styled offset front porch is attached to the eastern two-thirds of the primary (south) elevation. Exteriors are sheathed in narrow clapboard with a belt course dividing the two floors. Tripartite windows consisting of fixed center panes flanked by double-hung sash are located east and west of the central entrance. Other windows vary between double-hung sash and casements, arranged in singles or pairs, and are divided by vertical and horizontal muntins in the Craftsman manner. Tuscan columns resting on a concrete porch floor support the projecting front-gabled porch roof. Concrete steps with non-original wrought iron railings lead to the porch entrance where a screen door has been placed in front of a wood door with three center lights. A painted exterior brick chimney pierces the roof edge on the west elevation. Secondary elevations contain smaller, double-hung windows. In 1947 an addition was constructed, perhaps at the rear. Other than the railings, the house appears original and in good condition.

*P3b. Resource Attributes: (list attributes and codes) HP2. Single-family Property *P4. Resources Present: Building Structure Object Site District Element of District Other P5b. Photo: (view and date)
South and west elevations
June 2002
*P6. Date Constructed/Age and
Sources: historic
1921/ Source: City of Santa Ana
Building Permits.
*P7. Owner and Address:

Ray E. Cook
305 East Washington Avenue
Santa Ana, CA 92701
*P8. Recorded by:

Leslie J. Heumann, Peter C. Moruzzi
SAIC
35 S. Raymond Ave. # 204
Pasadena, CA 91105
*P9. Date Recorded:

July 8, 2002
*P10. Survey Type:

Intensive Survey Update
*P11. Report Citation: (Cite survey report and other sources, or enter “none”) Marsh, Diann. “French Park Historic District.” National Register Nomination Form, February 1998. *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
Exhibit B
City Council 12 – 13 9/16/2025
State of California The Resources Agency Primary #__________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI#______________________________________________

BUILDING, STRUCTURE, AND OBJECT RECORD

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

December, 1921. Residence.

May 18, 1933. Rebuild chimney.

August 11, 1947. Addition to residence 3’6” x 9’.

*B7. Moved? No Yes Unknown Date:__________ Original Location:_____________________________ *B8. Related Features:

None.

B9a. Architect: Unknown b. Builder: Unknown
*B10. Significance: Theme Residential Architecture Area Santa Ana Period of Significance: circa 1880-1946 Property Type: Single-family Residence Applicable Criteria: C (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity) The Wilson House is significant as a representative example of a Colonial Revival house from the early 1920s in Santa Ana. It is also important as a contributor to the French Park Historic District. According to previous research, the original owners were Roscoe and Grace Wilson, who also developed houses at 1227 and 1229 North French Street at around the same time. The Wilsons resided in this house until at least 1947. Mr. Wilson was president of the Santa Ana Preserving Company on Fruit Street before founding The Wilson Company, a manufacturer of perfumes and toiletries also located on Fruit Street. He continued with The Wilson Company into the 1940s (Marsh, 1998). (See Continuation Sheet 3 of 3.)
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 3.)
B13. Remarks:
*B14. Evaluator: Leslie J. Heumann
*Date of Evaluation: July 8, 2002
DPR 523B (1/95) *Required information
Sketch Map

(This space reserved for official comments.)
Wilson House
305 East Washington Avenue
City Council 12 – 14 9/16/2025
State of California The Resources Agency Primary # _____________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI # ________________________________________________ CONTINUATION SHEET Trinomial _____________________________________________

*Recorded by Leslie J. Heumann, Peter C. Moruzzi, SAIC *Date July 8, 2002 Continuation Update DPR 523L

*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. In 1877, Spurgeon, along with James McFadden and James Fruit, formed the Western Development Company with the intention of bringing the Southern Pacific Railroad from its then terminus in Anaheim into Santa Ana. Thinking to capitalize on commercial growth around the railroad, the partners purchased 160 acres adjacent to the eastern city boundary at French Street. Although they were successful in luring the Southern Pacific to a new depot on Fruit Street in Santa Ana in 1878, the expected commercial development of “Santa Ana East” never materialized. Early growth and development of the town continued to be centered further west around Fourth and Main Streets, with the result that the legacy of Santa Ana East is an angled street plan whose intersection with the original city is marked by a small, triangular parcel, developed in the 1890s as Flatiron Park, now known as French Park. Santa Ana continued to grow, stimulated by the arrival of the Santa Fe Railroad in 1886. Following its incorporation as a city in 1886, Santa Ana was recognized as one of the leading communities in the area in 1889 when it became the seat of the newly created County of Orange.

Beginning in the 1880s and continuing well into the twentieth century, the area around the park began to be developed with many of the finest homes in Santa Ana. Examples of Victorian era, turn of the century, and Craftsman homes were built along the tree-lined streets. By the 1920s, most streets in the neighborhood were fully developed, although a few revival styled single family homes and duplexes were built during the 1920s, and a handful of apartments constructed in the 1930s. From the nineteenth century onwards, residents were a “Who’s Who” of early Santa Ana, and included bankers, attorneys, doctors, businessmen, ranchers, teachers and others active in the civic and social life of the city.

Once known as the “Nob Hill” of Santa Ana, French Park declined in the 1940s and 1950s as some homes were converted into rooming houses and others were allowed to deteriorate. In the 1960s and 1970s some houses were demolished and the properties redeveloped with multi-family housing. However, a grass roots preservation effort begun in the late 1970s led to the establishment of a local historic district in 1984 and the listing of the neighborhood in the National Register of Historic Places in 1999.

The Wilson House was listed in the National Register of Historic Places in 1999 as a contributor to the French Park Historic District. It is therefore listed in the California Register of Historical Resources and is located within the boundaries of the locally designated historic district. It also qualifies for listing in the Santa Ana Register of Historical Property under Criterion 1 as an intact and representative example of a Colonial Revival residence from the early 1920s. Additionally, the house has been categorized as “Key” for its distinctive architectural style and quality. Characteristic Colonial Revival features include the clipped, side-gabled roof (also known as a “jerkinhead roof”), boxed cornices, broad front-gabled porch with Tuscan supports, and exterior brick chimney . Character-defining exterior features of the Wilson House that should be preserved include, but may not be limited to: sheathing (clapboard); roof configuration; massing; windows; porch; and architectural details such as boxed cornices and Tuscan columns.

*B12. References (continued):

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 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.

City Council 12 – 15 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 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, and such design is compatible with City Council 12 – 16 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 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 12 – 17 9/16/2025
Exhibit D: Proposed Structure and Site Improvements (“Work Plan”) 305 East Washington Avenue
Item Year Improvement
1 2025 Repair chipped wood at interior porch roof
2 2026 Repair or replace side yard fence. If replacement fence is proposed, new fence shall be compatible in design and materials and meet municipal code for maximum allowed height, as approved by Planning staff.
3 2027 Repair cracked pavement in front walkway, porch foundation, porch steps, and porch. In-kind replacement if portions are deteriorated beyond repair. 4 2027 Repair existing wood siding throughout residence as needed 5 2027 Wood window and wood trim maintenance and in-kind repair as needed 6 2028 Repaint exterior with color palette compatible with the Colonial Revival style 7 2029 Repair the building foundation’s cracked concrete 8 2030 Replace exterior security lights and cameras to better match the historic property 9 2031 Replace metal hand rails and guardrails at rear exterior staircase/raised deck with material and design to better match historic property, subject to Planning Division staff review and approval.

City Council 12 – 18 9/16/2025

EXECUTIVE SUMMARY

WILSON HOUSE
305 East Washington Avenue
Santa Ana, CA 92701
NAME Wilson House REF. NO.

ADDRESS 305 East Washington Avenue
CITY Santa Ana ZIP 92701 ORANGE COUNTY
YEAR BUILT 1921 LOCAL REGISTER CATEGORY: Key
HISTORIC DISTRICT French Park NEIGHBORHOOD French Park
NATIONAL REGISTER CRITERIA FOR EVALUATION C NATIONAL REGISTER STATUS CODE 1D Location: Not for Publication Unrestricted
Prehistoric Historic Both
ARCHITECTURAL STYLE: Colonial Revival
The most universal of all American domestic building styles, the Colonial Revival has been popular since the 1876 Centennial celebration in Philadelphia stimulated a patriotic interest in the American architectural past. Whether drawing upon Georgian, Federal, or Dutch Colonial prototypes, Colonial Revival buildings feature rectangular building plans and designs which are usually symmetrical, or at least highly regular and balanced, in composition. Roofs are commonly side-gabled, hipped, or gambreled, sometimes accented with dormers. Porches, one or two stories in height, are often included, mostly as central focal points, and frequently incorporate classical elements such as columns, pilasters, and entablatures. Doorways are adorned with classical surrounds and pediments; sidelights, transoms, and fanlights are not uncommon. Windows are typically double-hung sash, with multiple lights in the upper sash. French doors and Palladian windows are also utilized. Depending on location, Colonial Revival buildings have wood, brick, or stucco exteriors (McAlester, 320-326).

SUMMARY/CONCLUSION:

The Wilson House was listed in the National Register of Historic Places in 1999 as a contributor to the French Park Historic District.

Under the regulations implementing the California Register of Historical Resources, the building is also listed in the California Register. It also qualifies for listing in the Santa Ana Register of Historical Property under Criterion 1 as representative of the distinguishing characteristics of the Colonial Revival style. Additionally, the Wilson House has been categorized as “Key” for its “distinctive architectural style and quality,” as a representative example of the Colonial Revival style of the early 1920s (Municipal Code, Section 30-2.2).

EXPLANATION OF CODES:
x National Register Criteria for Evaluation: (From Appendix 7 of Instructions for Recording Historical Resources, Office of Historic Preservation)
C: that embody the distinctive characteristics of a type, period, or method of construction, or that represent the work of a master, or that possess high artistic values, or that represent a significant and distinguishable entity whose components may lack individual distinction.
x National Register Status Code: (From Appendix 2 of Instructions for Recording Historical Resources, Office of Historic Preservation)
1D: Contributor to a listed district.

City Council 12 – 19 9/16/2025
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 _3_ Resource name(s) or number (assigned by recorder) Wilson House P1. Other Identifier:
*P2. Location: †Not for Publication „Unrestricted *a. County Orange County *b. USGS 7.5’ Quad TCA 1725 Date:
*c. Address 305 East Washington Avenue City Santa Ana Zip 92701 *e. Other Locational Data: 398-134-11 SPURGEON ST TR LOT 1 S 109.45 FT THEREOF (LOT 2 W FT S 109.45 FT

THEREOF)
*P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries.) This two-story Colonial Revival house features a clipped, side-gabled roof with cornice returns and a plain frieze. A similarly styled offset front porch is attached to the eastern two-thirds of the primary (south) elevation. Exteriors are sheathed in narrow clapboard with a belt course dividing the two floors. Tripartite windows consisting of fixed center panes flanked by double-hung sash are located east and west of the central entrance. Other windows vary between double-hung sash and casements, arranged in singles or pairs, and are divided by vertical and horizontal muntins in the Craftsman manner. Tuscan columns resting on a concrete porch floor support the projecting front-gabled porch roof. Concrete steps with non-original wrought iron railings lead to the porch entrance where a screen door has been placed in front of a wood door with three center lights. A painted exterior brick chimney pierces the roof edge on the west elevation. Secondary elevations contain smaller, double-hung windows. In 1947 an addition was constructed, perhaps at the rear. Other than the railings, the house appears original and in good condition.
*P3b. Resource Attributes: (list attributes and codes) HP2. Single-family Property *P4. Resources Present: „Building †Structure †Object †Site †District „Element of District †Other P5b. Photo: (view and date)
South and west elevations
June 2002
*P6. Date Constructed/Age and
Sources: „historic
1921/ Source: City of Santa Ana
Building Permits.
*P7. Owner and Address:

Ray E. Cook
305 East Washington Avenue
Santa Ana, CA 92701
*P8. Recorded by:

Leslie J. Heumann, Peter C. Moruzzi
SAIC
35 S. Raymond Ave. # 204
Pasadena, CA 91105
*P9. Date Recorded:

July 8, 2002
*P10. Survey Type:

Intensive Survey Update
*P11. Report Citation: (Cite survey report and other sources, or enter “none”) Marsh, Diann. “French Park Historic District.” National Register Nomination Form, February 1998. *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
City Council 12 – 20 9/16/2025
State of California  The Resources Agency Primary #__________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI#______________________________________________

BUILDING, STRUCTURE, AND OBJECT RECORD

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

December, 1921. Residence.

May 18, 1933. Rebuild chimney.

August 11, 1947. Addition to residence 3’6” x 9’.

*B7. Moved? „No †Yes †Unknown Date:__________ Original Location:_____________________________ *B8. Related Features:

None.

B9a. Architect: Unknown b. Builder: Unknown
*B10. Significance: Theme Residential Architecture Area Santa Ana Period of Significance: circa 1880-1946 Property Type: Single-family Residence Applicable Criteria: C (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity) The Wilson House is significant as a representative example of a Colonial Revival house from the early 1920s in Santa Ana. It is also important as a contributor to the French Park Historic District. According to previous research, the original owners were Roscoe and Grace Wilson, who also developed houses at 1227 and 1229 North French Street at around the same time. The Wilsons resided in this house until at least 1947. Mr. Wilson was president of the Santa Ana Preserving Company on Fruit Street before founding The Wilson Company, a manufacturer of perfumes and toiletries also located on Fruit Street. He continued with The Wilson Company into the 1940s (Marsh, 1998). (See Continuation Sheet 3 of 3.)
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 3.)
B13. Remarks:
*B14. Evaluator: Leslie J. Heumann
*Date of Evaluation: July 8, 2002
DPR 523B (1/95) *Required information
Sketch Map

(This space reserved for official comments.)
Wilson House
305 East Washington Avenue
City Council 12 – 21 9/16/2025
State of California  The Resources Agency Primary # _____________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI # ________________________________________________ CONTINUATION SHEET Trinomial _____________________________________________

*Recorded by Leslie J. Heumann, Peter C. Moruzzi, SAIC *Date July 8, 2002 _ Continuation † Update DPR 523L

*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. In 1877, Spurgeon, along with James McFadden and James Fruit, formed the Western Development Company with the intention of bringing the Southern Pacific Railroad from its then terminus in Anaheim into Santa Ana. Thinking to capitalize on commercial growth around the railroad, the partners purchased 160 acres adjacent to the eastern city boundary at French Street. Although they were successful in luring the Southern Pacific to a new depot on Fruit Street in Santa Ana in 1878, the expected commercial development of “Santa Ana East” never materialized. Early growth and development of the town continued to be centered further west around Fourth and Main Streets, with the result that the legacy of Santa Ana East is an angled street plan whose intersection with the original city is marked by a small, triangular parcel, developed in the 1890s as Flatiron Park, now known as French Park. Santa Ana continued to grow, stimulated by the arrival of the Santa Fe Railroad in 1886. Following its incorporation as a city in 1886, Santa Ana was recognized as one of the leading communities in the area in 1889 when it became the seat of the newly created County of Orange.

Beginning in the 1880s and continuing well into the twentieth century, the area around the park began to be developed with many of the finest homes in Santa Ana. Examples of Victorian era, turn of the century, and Craftsman homes were built along the tree-lined streets. By the 1920s, most streets in the neighborhood were fully developed, although a few revival styled single family homes and duplexes were built during the 1920s, and a handful of apartments constructed in the 1930s. From the nineteenth century onwards, residents were a “Who’s Who” of early Santa Ana, and included bankers, attorneys, doctors, businessmen, ranchers, teachers and others active in the civic and social life of the city.

Once known as the “Nob Hill” of Santa Ana, French Park declined in the 1940s and 1950s as some homes were converted into rooming houses and others were allowed to deteriorate. In the 1960s and 1970s some houses were demolished and the properties redeveloped with multi-family housing. However, a grass roots preservation effort begun in the late 1970s led to the establishment of a local historic district in 1984 and the listing of the neighborhood in the National Register of Historic Places in 1999.

The Wilson House was listed in the National Register of Historic Places in 1999 as a contributor to the French Park Historic District. It is therefore listed in the California Register of Historical Resources and is located within the boundaries of the locally designated historic district. It also qualifies for listing in the Santa Ana Register of Historical Property under Criterion 1 as an intact and representative example of a Colonial Revival residence from the early 1920s. Additionally, the house has been categorized as “Key” for its distinctive architectural style and quality. Characteristic Colonial Revival features include the clipped, side-gabled roof (also known as a “jerkinhead roof”), boxed cornices, broad front-gabled porch with Tuscan supports, and exterior brick chimney . Character-defining exterior features of the Wilson House that should be preserved include, but may not be limited to: sheathing (clapboard); roof configuration; massing; windows; porch; and architectural details such as boxed cornices and Tuscan columns.

*B12. References (continued):

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 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.

City Council 12 – 22 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 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, and such design is compatible with City Council 12 – 23 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 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 12 – 24 9/16/2025
Exhibit D: Proposed Structure and Site Improvements (“Work Plan”) 305 East Washington Avenue
Item Year Improvement
1 2025 Repair chipped wood at interior porch roof
2 2026 Repair or replace side yard fence. If replacement fence is proposed, new fence shall be compatible in design and materials and meet municipal code for maximum allowed height, as approved by Planning staff.
3 2027 Repair cracked pavement in front walkway, porch foundation, porch steps, and porch. In-kind replacement if portions are deteriorated beyond repair. 4 2027 Repair existing wood siding throughout residence as needed 5 2027 Wood window and wood trim maintenance and in-kind repair as needed 6 2028 Repaint exterior with color palette compatible with the Colonial Revival style 7 2029 Repair the building foundation’s cracked concrete 8 2030 Replace exterior security lights and cameras to better match the historic property 9 2031 Replace metal hand rails and guardrails at rear exterior staircase/raised deck with material and design to better match historic property, subject to Planning Division staff review and approval.

City Council 12 – 25 9/16/2025
Planning and Building Agency
Item # 12
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Historic Resources Commission Staff Report
July 9, 2025
Topic: HPPA No. 2025-02 – The Wilson House (305 E. Washington Avenue)

RECOMMENDED ACTION
Recommend that the City Council authorize the City Manager and City Clerk to execute a Historic Property Preservation Agreement (Mills Act) with Daniel Phan Nguyen, Trustee to The 305 E. Washington Ave Grantor Trust, for the property located at 305 E.

Washington Avenue, subject to non-substantive changes approved by the City Manager and City Attorney (Exhibit 1).

EXECUTIVE SUMMARY
Daniel Phan Nguyen is requesting approval to execute a Mills Act Agreement with the City of Santa Ana at an existing residence located at 305 E. Washington Avenue that is currently listed on the Santa Ana Register of Historical Properties and is categorized as Key.

DISCUSSION
Project Location and Site Description
The subject property, known as the Wilson House, consists of an existing two-story Colonial Revival style residence that is approximately 2,117 square feet in size on a 6,431-squarefoot residential lot. The Wilson House was added to the Santa Ana Register of Historical Properties (“Register”) in 2002 and categorized as “Key.” Analysis of the Issues
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. The property is listed on the Register and categorized as Key, making it eligible for a Mills Act Agreement. 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 City Council 12 – 26 9/16/2025
HPPA No. 2025-02 – The Wilson House (305 E. Washington Avenue) July 9, 2025

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 In 2002, the Historic Resources Commission placed the Wilson House on the Register and within the “Key” category for its distinctive architectural style and quality as an intact and representative example of a Colonial Revival residence from the early 1920s.

Character-defining exterior features of the Wilson House that should be preserved include, but may not be limited to: sheathing (clapboard); roof configuration; massing; windows; porch; and architectural details such as boxed cornices and Tuscan columns.

In 1933, a permit was issued to rebuild the chimney. In 1947, a permit was issued for a 3-foot-6-inch by 9-foot addition. During the 2025 site visit, staff noted the existing chimney and what could have been the 1947 addition at the rear, both of which are consistent with the Secretary of Interior Standards for Rehabilitation. In 2010, a permit was finaled for a composition shingle reroof and was noted during the 2025 staff site visit.

Additionally, during the 2025 site visit, staff noted cracked paving at the front walkway, porch foundation, porch steps, porch floor, and building foundation. Staff will work with the property owner to address these concerns as part of the rehabilitation and restoration requirements during the duration of the Mills Act Agreement for this property. Additional future improvements proposed by staff and agreed to by the homeowner during the initial ten years of the Mills Act Agreement include interior porch roof repair, repair or replace side yard fence, wood siding and wood window maintenance and repair, exterior repainting with period-appropriate color palette, security lighting replacement with compatible style lighting, replace metal handrail and guardrails at property’s rear with compatibly designed replacements, and general on-going maintenance. Staff will ensure that the proposed work will be performed sensitively and will maintain the property’s character-defining features 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.

City Council 12 – 27 9/16/2025
HPPA No. 2025-02 – The Wilson House (305 E. Washington Avenue) July 9, 2025

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 are designed to preserve historic resources. Based on this analysis, a Notice of Exemption, Environmental Review No. 2025-29, 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 $862.24 annually, for a period of not less than ten years.

EXHIBITS

1. Mills Act Agreement

2. Vicinity Map – 305 E. Washington Avenue

3. Site Photos – 305 E. Washington Avenue

4. Action Minutes HRC (305 E. Washington Avenue)
Submitted By:

James Williams, Contract Planner
Approved By:

Ali Pezeshkpour, AICP, Executive Director, Planning and Building Agency City Council 12 – 28 9/16/2025

RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:

City of Santa Ana
20 Civic Center Plaza (M-30)
Santa Ana, CA 92702
Attn: City Clerk’s Office
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 Daniel Phan Nguyen, Trustee to The 305 E. Washington Ave Grantor Trust, (hereinafter collectively referred to as “Owner”), owner of real property located at 305 East Washington 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 305 East Washington Avenue, Santa Ana, California, Santa Ana, CA, 92701 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.

City Council 12 – 29 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 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 September 17, 2025, 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.

City Council 12 – 30 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 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. f. Owner shall implement the rehabilitation and restoration work items as discussed in detail in Exhibit D, “Proposed Structure and Site Improvements” and the City Council Historic Property Preservation Agreement (HPPA No. 2025-02) staff report dated September 16, 2025. All work items shall be completed within the first ten years of the Mills Act Agreement. Proof of completion, as requested by the City of Santa Ana, will be required in order to satisfy and maintain the Mills Act Agreement. Staff approval is required before items are amended or removed/replaced from the improvements list.

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 City Council 12 – 31 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 4 -
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 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 305 East Washington Avenue, Santa Ana, California, Assessor Parcel Number, 398-134-11, and more particularly City Council 12 – 32 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 5 -
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 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.
c. This property is listed in the Santa Ana Register of Historical Properties (Register).

In any real property transaction, the owner of this property or the owner’s representative shall provide the buyer of this property with notice that the property is listed on the City’s historic Register.

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: City Clerk’s Office
Owners: Daniel Phan Nguyen, Trustee to The 305 E. Washington Ave Grantor Trust 305 E Washington Avenue
Santa Ana, CA 92701

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 City Council 12 – 33 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 6 -
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. 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.

City Council 12 – 34 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 7 -
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}
City Council 12 – 35 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 8 -
ATTEST: CITY OF SANTA ANA
________________________ _________________________
JENNIFER L. HALL ALVARO NUÑEZ
City Clerk City Manager
OWNER
Date: ______________________ _________________________

DANIEL PHAN NGUYEN
TRUSTEE TO THE 305 E.

WASHINGTON AVE GRANTOR TRUST
APPROVED AS TO FORM: RECOMMENDED FOR APPROVAL:

SONIA CARVALHO
City Attorney
By: _____________________ _____________________

BRANDON SALVATIERRA ALI PEZESHKPOUR
Deputy City Attorney Executive Director
Planning and Building Agency
City Council 12 – 36 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 9 -

EXHIBIT A

LEGAL DESCRIPTION

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

THE SOUTH 109.45 OF LOT 1 AND THE SOUTH 109.45 FEET OF THE WEST 10 FEET OF LOT 2 OF THE SPURGEON STREET TRACT, IN THE CITY OF SANTA ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA AS PER MAP RECORDED IN BOOK 6 PAGE (S) 23 OF MISCELLANEOUS MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY.

Assessor’s Parcel Number: 398-134-11
City Council 12 – 37 9/16/2025

EXECUTIVE SUMMARY

WILSON HOUSE
305 East Washington Avenue
Santa Ana, CA 92701
NAME Wilson House REF. NO.

ADDRESS 305 East Washington Avenue
CITY Santa Ana ZIP 92701 ORANGE COUNTY
YEAR BUILT 1921 LOCAL REGISTER CATEGORY: Key
HISTORIC DISTRICT French Park NEIGHBORHOOD French Park
NATIONAL REGISTER CRITERIA FOR EVALUATION C NATIONAL REGISTER STATUS CODE 1D Location: Not for Publication Unrestricted
Prehistoric Historic Both
ARCHITECTURAL STYLE: Colonial Revival
The most universal of all American domestic building styles, the Colonial Revival has been popular since the 1876 Centennial celebration in Philadelphia stimulated a patriotic interest in the American architectural past. Whether drawing upon Georgian, Federal, or Dutch Colonial prototypes, Colonial Revival buildings feature rectangular building plans and designs which are usually symmetrical, or at least highly regular and balanced, in composition. Roofs are commonly side-gabled, hipped, or gambreled, sometimes accented with dormers. Porches, one or two stories in height, are often included, mostly as central focal points, and frequently incorporate classical elements such as columns, pilasters, and entablatures. Doorways are adorned with classical surrounds and pediments; sidelights, transoms, and fanlights are not uncommon. Windows are typically double-hung sash, with multiple lights in the upper sash. French doors and Palladian windows are also utilized. Depending on location, Colonial Revival buildings have wood, brick, or stucco exteriors (McAlester, 320-326).

SUMMARY/CONCLUSION:

The Wilson House was listed in the National Register of Historic Places in 1999 as a contributor to the French Park Historic District.

Under the regulations implementing the California Register of Historical Resources, the building is also listed in the California Register. It also qualifies for listing in the Santa Ana Register of Historical Property under Criterion 1 as representative of the distinguishing characteristics of the Colonial Revival style. Additionally, the Wilson House has been categorized as “Key” for its “distinctive architectural style and quality,” as a representative example of the Colonial Revival style of the early 1920s (Municipal Code, Section 30-2.2).

EXPLANATION OF CODES:

National Register Criteria for Evaluation: (From Appendix 7 of Instructions for Recording Historical Resources, Office of Historic Preservation)
C: that embody the distinctive characteristics of a type, period, or method of construction, or that represent the work of a master, or that possess high artistic values, or that represent a significant and distinguishable entity whose components may lack individual distinction.

National Register Status Code: (From Appendix 2 of Instructions for Recording Historical Resources, Office of Historic Preservation)
1D: Contributor to a listed district.

Exhibit B
City Council 12 – 38 9/16/2025
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 _3_ Resource name(s) or number (assigned by recorder) Wilson House P1. Other Identifier:
*P2. Location: Not for Publication Unrestricted *a. County Orange County *b. USGS 7.5’ Quad TCA 1725 Date:
*c. Address 305 East Washington Avenue City Santa Ana Zip 92701 *e. Other Locational Data: 398-134-11 SPURGEON ST TR LOT 1 S 109.45 FT THEREOF (LOT 2 W FT S 109.45 FT

THEREOF)
*P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries.) This two-story Colonial Revival house features a clipped, side-gabled roof with cornice returns and a plain frieze. A similarly styled offset front porch is attached to the eastern two-thirds of the primary (south) elevation. Exteriors are sheathed in narrow clapboard with a belt course dividing the two floors. Tripartite windows consisting of fixed center panes flanked by double-hung sash are located east and west of the central entrance. Other windows vary between double-hung sash and casements, arranged in singles or pairs, and are divided by vertical and horizontal muntins in the Craftsman manner. Tuscan columns resting on a concrete porch floor support the projecting front-gabled porch roof. Concrete steps with non-original wrought iron railings lead to the porch entrance where a screen door has been placed in front of a wood door with three center lights. A painted exterior brick chimney pierces the roof edge on the west elevation. Secondary elevations contain smaller, double-hung windows. In 1947 an addition was constructed, perhaps at the rear. Other than the railings, the house appears original and in good condition.

*P3b. Resource Attributes: (list attributes and codes) HP2. Single-family Property *P4. Resources Present: Building Structure Object Site District Element of District Other P5b. Photo: (view and date)
South and west elevations
June 2002
*P6. Date Constructed/Age and
Sources: historic
1921/ Source: City of Santa Ana
Building Permits.
*P7. Owner and Address:

Ray E. Cook
305 East Washington Avenue
Santa Ana, CA 92701
*P8. Recorded by:

Leslie J. Heumann, Peter C. Moruzzi
SAIC
35 S. Raymond Ave. # 204
Pasadena, CA 91105
*P9. Date Recorded:

July 8, 2002
*P10. Survey Type:

Intensive Survey Update
*P11. Report Citation: (Cite survey report and other sources, or enter “none”) Marsh, Diann. “French Park Historic District.” National Register Nomination Form, February 1998. *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
Exhibit B
City Council 12 – 39 9/16/2025
State of California The Resources Agency Primary #__________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI#______________________________________________

BUILDING, STRUCTURE, AND OBJECT RECORD

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

December, 1921. Residence.

May 18, 1933. Rebuild chimney.

August 11, 1947. Addition to residence 3’6” x 9’.

*B7. Moved? No Yes Unknown Date:__________ Original Location:_____________________________ *B8. Related Features:

None.

B9a. Architect: Unknown b. Builder: Unknown
*B10. Significance: Theme Residential Architecture Area Santa Ana Period of Significance: circa 1880-1946 Property Type: Single-family Residence Applicable Criteria: C (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity) The Wilson House is significant as a representative example of a Colonial Revival house from the early 1920s in Santa Ana. It is also important as a contributor to the French Park Historic District. According to previous research, the original owners were Roscoe and Grace Wilson, who also developed houses at 1227 and 1229 North French Street at around the same time. The Wilsons resided in this house until at least 1947. Mr. Wilson was president of the Santa Ana Preserving Company on Fruit Street before founding The Wilson Company, a manufacturer of perfumes and toiletries also located on Fruit Street. He continued with The Wilson Company into the 1940s (Marsh, 1998). (See Continuation Sheet 3 of 3.)
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 3.)
B13. Remarks:
*B14. Evaluator: Leslie J. Heumann
*Date of Evaluation: July 8, 2002
DPR 523B (1/95) *Required information
Sketch Map

(This space reserved for official comments.)
Wilson House
305 East Washington Avenue
City Council 12 – 40 9/16/2025
State of California The Resources Agency Primary # _____________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI # ________________________________________________ CONTINUATION SHEET Trinomial _____________________________________________

*Recorded by Leslie J. Heumann, Peter C. Moruzzi, SAIC *Date July 8, 2002 Continuation Update DPR 523L

*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. In 1877, Spurgeon, along with James McFadden and James Fruit, formed the Western Development Company with the intention of bringing the Southern Pacific Railroad from its then terminus in Anaheim into Santa Ana. Thinking to capitalize on commercial growth around the railroad, the partners purchased 160 acres adjacent to the eastern city boundary at French Street. Although they were successful in luring the Southern Pacific to a new depot on Fruit Street in Santa Ana in 1878, the expected commercial development of “Santa Ana East” never materialized. Early growth and development of the town continued to be centered further west around Fourth and Main Streets, with the result that the legacy of Santa Ana East is an angled street plan whose intersection with the original city is marked by a small, triangular parcel, developed in the 1890s as Flatiron Park, now known as French Park. Santa Ana continued to grow, stimulated by the arrival of the Santa Fe Railroad in 1886. Following its incorporation as a city in 1886, Santa Ana was recognized as one of the leading communities in the area in 1889 when it became the seat of the newly created County of Orange.

Beginning in the 1880s and continuing well into the twentieth century, the area around the park began to be developed with many of the finest homes in Santa Ana. Examples of Victorian era, turn of the century, and Craftsman homes were built along the tree-lined streets. By the 1920s, most streets in the neighborhood were fully developed, although a few revival styled single family homes and duplexes were built during the 1920s, and a handful of apartments constructed in the 1930s. From the nineteenth century onwards, residents were a “Who’s Who” of early Santa Ana, and included bankers, attorneys, doctors, businessmen, ranchers, teachers and others active in the civic and social life of the city.

Once known as the “Nob Hill” of Santa Ana, French Park declined in the 1940s and 1950s as some homes were converted into rooming houses and others were allowed to deteriorate. In the 1960s and 1970s some houses were demolished and the properties redeveloped with multi-family housing. However, a grass roots preservation effort begun in the late 1970s led to the establishment of a local historic district in 1984 and the listing of the neighborhood in the National Register of Historic Places in 1999.

The Wilson House was listed in the National Register of Historic Places in 1999 as a contributor to the French Park Historic District. It is therefore listed in the California Register of Historical Resources and is located within the boundaries of the locally designated historic district. It also qualifies for listing in the Santa Ana Register of Historical Property under Criterion 1 as an intact and representative example of a Colonial Revival residence from the early 1920s. Additionally, the house has been categorized as “Key” for its distinctive architectural style and quality. Characteristic Colonial Revival features include the clipped, side-gabled roof (also known as a “jerkinhead roof”), boxed cornices, broad front-gabled porch with Tuscan supports, and exterior brick chimney . Character-defining exterior features of the Wilson House that should be preserved include, but may not be limited to: sheathing (clapboard); roof configuration; massing; windows; porch; and architectural details such as boxed cornices and Tuscan columns.

*B12. References (continued):

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 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.

City Council 12 – 41 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 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, and such design is compatible with City Council 12 – 42 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 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 12 – 43 9/16/2025
Exhibit D: Proposed Structure and Site Improvements (“Work Plan”) 305 East Washington Avenue
Item Year Improvement
1 2025 Repair chipped wood at interior porch roof
2 2026 Repair or replace side yard fence. If replacement fence is proposed, new fence shall be compatible in design and materials and meet municipal code for maximum allowed height, as approved by Planning staff.
3 2027 Repair cracked pavement in front walkway, porch foundation, porch steps, and porch. In-kind replacement if portions are deteriorated beyond repair. 4 2027 Repair existing wood siding throughout residence as needed 5 2027 Wood window and wood trim maintenance and in-kind repair as needed 6 2028 Repaint exterior with color palette compatible with the Colonial Revival style 7 2029 Repair the building foundation’s cracked concrete 8 2030 Replace exterior security lights and cameras to better match the historic property 9 2031 Replace metal hand rails and guardrails at rear exterior staircase/raised deck with material and design to better match historic property, subject to Planning Division staff review and approval.

City Council 12 – 44 9/16/2025

EXECUTIVE SUMMARY

WILSON HOUSE
305 East Washington Avenue
Santa Ana, CA 92701
NAME Wilson House REF. NO.

ADDRESS 305 East Washington Avenue
CITY Santa Ana ZIP 92701 ORANGE COUNTY
YEAR BUILT 1921 LOCAL REGISTER CATEGORY: Key
HISTORIC DISTRICT French Park NEIGHBORHOOD French Park
NATIONAL REGISTER CRITERIA FOR EVALUATION C NATIONAL REGISTER STATUS CODE 1D Location: Not for Publication Unrestricted
Prehistoric Historic Both
ARCHITECTURAL STYLE: Colonial Revival
The most universal of all American domestic building styles, the Colonial Revival has been popular since the 1876 Centennial celebration in Philadelphia stimulated a patriotic interest in the American architectural past. Whether drawing upon Georgian, Federal, or Dutch Colonial prototypes, Colonial Revival buildings feature rectangular building plans and designs which are usually symmetrical, or at least highly regular and balanced, in composition. Roofs are commonly side-gabled, hipped, or gambreled, sometimes accented with dormers. Porches, one or two stories in height, are often included, mostly as central focal points, and frequently incorporate classical elements such as columns, pilasters, and entablatures. Doorways are adorned with classical surrounds and pediments; sidelights, transoms, and fanlights are not uncommon. Windows are typically double-hung sash, with multiple lights in the upper sash. French doors and Palladian windows are also utilized. Depending on location, Colonial Revival buildings have wood, brick, or stucco exteriors (McAlester, 320-326).

SUMMARY/CONCLUSION:

The Wilson House was listed in the National Register of Historic Places in 1999 as a contributor to the French Park Historic District.

Under the regulations implementing the California Register of Historical Resources, the building is also listed in the California Register. It also qualifies for listing in the Santa Ana Register of Historical Property under Criterion 1 as representative of the distinguishing characteristics of the Colonial Revival style. Additionally, the Wilson House has been categorized as “Key” for its “distinctive architectural style and quality,” as a representative example of the Colonial Revival style of the early 1920s (Municipal Code, Section 30-2.2).

EXPLANATION OF CODES:
x National Register Criteria for Evaluation: (From Appendix 7 of Instructions for Recording Historical Resources, Office of Historic Preservation)
C: that embody the distinctive characteristics of a type, period, or method of construction, or that represent the work of a master, or that possess high artistic values, or that represent a significant and distinguishable entity whose components may lack individual distinction.
x National Register Status Code: (From Appendix 2 of Instructions for Recording Historical Resources, Office of Historic Preservation)
1D: Contributor to a listed district.

City Council 12 – 45 9/16/2025
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 _3_ Resource name(s) or number (assigned by recorder) Wilson House P1. Other Identifier:
*P2. Location: †Not for Publication „Unrestricted *a. County Orange County *b. USGS 7.5’ Quad TCA 1725 Date:
*c. Address 305 East Washington Avenue City Santa Ana Zip 92701 *e. Other Locational Data: 398-134-11 SPURGEON ST TR LOT 1 S 109.45 FT THEREOF (LOT 2 W FT S 109.45 FT

THEREOF)
*P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries.) This two-story Colonial Revival house features a clipped, side-gabled roof with cornice returns and a plain frieze. A similarly styled offset front porch is attached to the eastern two-thirds of the primary (south) elevation. Exteriors are sheathed in narrow clapboard with a belt course dividing the two floors. Tripartite windows consisting of fixed center panes flanked by double-hung sash are located east and west of the central entrance. Other windows vary between double-hung sash and casements, arranged in singles or pairs, and are divided by vertical and horizontal muntins in the Craftsman manner. Tuscan columns resting on a concrete porch floor support the projecting front-gabled porch roof. Concrete steps with non-original wrought iron railings lead to the porch entrance where a screen door has been placed in front of a wood door with three center lights. A painted exterior brick chimney pierces the roof edge on the west elevation. Secondary elevations contain smaller, double-hung windows. In 1947 an addition was constructed, perhaps at the rear. Other than the railings, the house appears original and in good condition.
*P3b. Resource Attributes: (list attributes and codes) HP2. Single-family Property *P4. Resources Present: „Building †Structure †Object †Site †District „Element of District †Other P5b. Photo: (view and date)
South and west elevations
June 2002
*P6. Date Constructed/Age and
Sources: „historic
1921/ Source: City of Santa Ana
Building Permits.
*P7. Owner and Address:

Ray E. Cook
305 East Washington Avenue
Santa Ana, CA 92701
*P8. Recorded by:

Leslie J. Heumann, Peter C. Moruzzi
SAIC
35 S. Raymond Ave. # 204
Pasadena, CA 91105
*P9. Date Recorded:

July 8, 2002
*P10. Survey Type:

Intensive Survey Update
*P11. Report Citation: (Cite survey report and other sources, or enter “none”) Marsh, Diann. “French Park Historic District.” National Register Nomination Form, February 1998. *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
City Council 12 – 46 9/16/2025
State of California  The Resources Agency Primary #__________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI#______________________________________________

BUILDING, STRUCTURE, AND OBJECT RECORD

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

December, 1921. Residence.

May 18, 1933. Rebuild chimney.

August 11, 1947. Addition to residence 3’6” x 9’.

*B7. Moved? „No †Yes †Unknown Date:__________ Original Location:_____________________________ *B8. Related Features:

None.

B9a. Architect: Unknown b. Builder: Unknown
*B10. Significance: Theme Residential Architecture Area Santa Ana Period of Significance: circa 1880-1946 Property Type: Single-family Residence Applicable Criteria: C (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity) The Wilson House is significant as a representative example of a Colonial Revival house from the early 1920s in Santa Ana. It is also important as a contributor to the French Park Historic District. According to previous research, the original owners were Roscoe and Grace Wilson, who also developed houses at 1227 and 1229 North French Street at around the same time. The Wilsons resided in this house until at least 1947. Mr. Wilson was president of the Santa Ana Preserving Company on Fruit Street before founding The Wilson Company, a manufacturer of perfumes and toiletries also located on Fruit Street. He continued with The Wilson Company into the 1940s (Marsh, 1998). (See Continuation Sheet 3 of 3.)
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 3.)
B13. Remarks:
*B14. Evaluator: Leslie J. Heumann
*Date of Evaluation: July 8, 2002
DPR 523B (1/95) *Required information
Sketch Map

(This space reserved for official comments.)
Wilson House
305 East Washington Avenue
City Council 12 – 47 9/16/2025
State of California  The Resources Agency Primary # _____________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI # ________________________________________________ CONTINUATION SHEET Trinomial _____________________________________________

*Recorded by Leslie J. Heumann, Peter C. Moruzzi, SAIC *Date July 8, 2002 _ Continuation † Update DPR 523L

*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. In 1877, Spurgeon, along with James McFadden and James Fruit, formed the Western Development Company with the intention of bringing the Southern Pacific Railroad from its then terminus in Anaheim into Santa Ana. Thinking to capitalize on commercial growth around the railroad, the partners purchased 160 acres adjacent to the eastern city boundary at French Street. Although they were successful in luring the Southern Pacific to a new depot on Fruit Street in Santa Ana in 1878, the expected commercial development of “Santa Ana East” never materialized. Early growth and development of the town continued to be centered further west around Fourth and Main Streets, with the result that the legacy of Santa Ana East is an angled street plan whose intersection with the original city is marked by a small, triangular parcel, developed in the 1890s as Flatiron Park, now known as French Park. Santa Ana continued to grow, stimulated by the arrival of the Santa Fe Railroad in 1886. Following its incorporation as a city in 1886, Santa Ana was recognized as one of the leading communities in the area in 1889 when it became the seat of the newly created County of Orange.

Beginning in the 1880s and continuing well into the twentieth century, the area around the park began to be developed with many of the finest homes in Santa Ana. Examples of Victorian era, turn of the century, and Craftsman homes were built along the tree-lined streets. By the 1920s, most streets in the neighborhood were fully developed, although a few revival styled single family homes and duplexes were built during the 1920s, and a handful of apartments constructed in the 1930s. From the nineteenth century onwards, residents were a “Who’s Who” of early Santa Ana, and included bankers, attorneys, doctors, businessmen, ranchers, teachers and others active in the civic and social life of the city.

Once known as the “Nob Hill” of Santa Ana, French Park declined in the 1940s and 1950s as some homes were converted into rooming houses and others were allowed to deteriorate. In the 1960s and 1970s some houses were demolished and the properties redeveloped with multi-family housing. However, a grass roots preservation effort begun in the late 1970s led to the establishment of a local historic district in 1984 and the listing of the neighborhood in the National Register of Historic Places in 1999.

The Wilson House was listed in the National Register of Historic Places in 1999 as a contributor to the French Park Historic District. It is therefore listed in the California Register of Historical Resources and is located within the boundaries of the locally designated historic district. It also qualifies for listing in the Santa Ana Register of Historical Property under Criterion 1 as an intact and representative example of a Colonial Revival residence from the early 1920s. Additionally, the house has been categorized as “Key” for its distinctive architectural style and quality. Characteristic Colonial Revival features include the clipped, side-gabled roof (also known as a “jerkinhead roof”), boxed cornices, broad front-gabled porch with Tuscan supports, and exterior brick chimney . Character-defining exterior features of the Wilson House that should be preserved include, but may not be limited to: sheathing (clapboard); roof configuration; massing; windows; porch; and architectural details such as boxed cornices and Tuscan columns.

*B12. References (continued):

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 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.

City Council 12 – 48 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 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, and such design is compatible with City Council 12 – 49 9/16/2025

MILLS ACT AGREEMENT
305 East Washington Avenue
Santa Ana, CA 92701
- 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 12 – 50 9/16/2025
Exhibit D: Proposed Structure and Site Improvements (“Work Plan”) 305 East Washington Avenue
Item Year Improvement
1 2025 Repair chipped wood at interior porch roof
2 2026 Repair or replace side yard fence. If replacement fence is proposed, new fence shall be compatible in design and materials and meet municipal code for maximum allowed height, as approved by Planning staff.
3 2027 Repair cracked pavement in front walkway, porch foundation, porch steps, and porch. In-kind replacement if portions are deteriorated beyond repair. 4 2027 Repair existing wood siding throughout residence as needed 5 2027 Wood window and wood trim maintenance and in-kind repair as needed 6 2028 Repaint exterior with color palette compatible with the Colonial Revival style 7 2029 Repair the building foundation’s cracked concrete 8 2030 Replace exterior security lights and cameras to better match the historic property 9 2031 Replace metal hand rails and guardrails at rear exterior staircase/raised deck with material and design to better match historic property, subject to Planning Division staff review and approval.

City Council 12 – 51 9/16/2025

500’ RADIUS
SITE

P L A N N I N G AND B U I L D I N G A G E N C Y
HPPA 2025-02
305 EAST WASHINGTON AVENUE

WILSON HOUSE
City Council 12 – 52 9/16/2025
HPPA-2025-02
The Wilson House – 305 East Washington Avenue

SITE PHOTOS
EXHIBIT 3
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Planning and Building Agency
Item # 12
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Historic Resources Commission Staff Report
July 9, 2025
Topic: HPPA No. 2025-05 – The Borchard House (1617 E. Fourth Street)

RECOMMENDED ACTION
Recommend that the City Council authorize the City Manager and City Clerk to execute a Historic Property Preservation Agreement (Mills Act) with Vincent F. Sarmiento and Eva Casas-Sarmiento, for the property located at 1617 E. Fourth Street, subject to nonsubstantive changes approved by the City Manager and City Attorney (Exhibit 1).

EXECUTIVE SUMMARY
Vincent F. Sarmiento and Eva Casas-Sarmiento are requesting approval to execute a Mills Act Agreement with the City of Santa Ana at an existing residence located at 1617 E. Fourth Street that is currently listed on the Santa Ana Register of Historical Properties and is categorized as Landmark.

DISCUSSION
Project Location and Site Description
The subject property, known as the Borchard House, consists of an existing two-story Spanish Colonial Revival-style residence and secondary building that are a combined 4,606 square feet in size located on a 26,500-square-foot residential lot. The Borchard House was added to the Santa Ana Register of Historical Properties (“Register”) in 2004 and categorized as “Landmark,” as recorded in Historical Resources Commission meeting minutes dated March 4, 2004 and pertaining to Historic Resources Commission Application No. 2003-02 and Historic Register Categorization No. 2003-02 (Exhibit 4).

Analysis of the Issues
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. The property is listed on the Register and categorized as Key, making it eligible for a Mills Act Agreement. The agreement provides monetary incentives to the property owner in the form of a property tax reduction in exchange for City Council 12 – 75 9/16/2025
HPPA No. 2025-05 – The Borchard House (1617 E. Fourth Street) July 9, 2025

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 In 2004, the Historic Resources Commission placed the Borchard House on the Register and within the “Landmark” category as the work of renowned Santa Ana Architect Frederick Eley and for its unique architectural quality as a highly intact and finely detailed example of Eley’s interpretation of the Spanish Colonial Revival style applied to a large residential commission. All original exterior features of the Borchard House are characterdefining and should be preserved including, but not be limited to: materials and finishes; roof configuration, materials, and detailing; massing; entry configuration and detailing; porte cochere; windows, doors, and balconies; architectural details such as columns; corbels, archivolt, and wrought ironwork; garage/guest house; and original landscape features such as the pergola, driveway, palm trees and other mature trees.

In 2004, building permits were issued for the repair of fire-damaged rafters, joists, and tiles. No other exterior alterations were documented in City building permits or observed during the site inspection conducted in 2025.

Additionally, during the 2025 site visit, Planning Division staff noted cracked paving at the front and rear walkways, porch steps, porch floor, porch alcove walls, and stucco siding at several locations. In addition, peeling, cracked, blistered, and/or discolored paint was observed in several locations, including the exterior walls, fascia, and window frames and sashes of the primary and secondary buildings were observed. Finally, Planning Division staff noted the water heater at the rear of the secondary building was not situated in a permanent enclosure. Planning Division staff will work with the property owner to address these items as part of the rehabilitation and restoration requirements during the duration of the Mills Act Agreement for this property. Additional future improvements proposed by Planning Division staff and agreed to by the homeowner during the initial ten years of the Mills Act Agreement include repair of porch steps, floor, and walls; repair, repainting, and/or replacement of rain gutters, fascia, and windows; repair of cracks in concrete walkways and similar paved surfaces; repair and repainting of exterior wall stucco; and construction of a permanent, stucco-clad enclosure for the water heater located at the rear of the secondary building. Staff will ensure that the proposed work will be performed sensitively and will maintain the property’s character-defining features as part of the Mills Act Agreement for this property.

City Council 12 – 76 9/16/2025
HPPA No. 2025-05 – The Borchard House (1617 E. Fourth Street) July 9, 2025

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.

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 are designed to preserve historic resources. Based on this analysis, a Notice of Exemption, Environmental Review No. 2025-50, 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 $1,545.57 annually, for a period of not less than ten years.

EXHIBITS

1. Mills Act Agreement

2. Vicinity Map – 1617 E. Fourth Street

3. Site Photos – 1617 E. Fourth Street

4. Action Minutes HRC (1617 E. Fourth Street)
Submitted By:

James Williams, Contract Planner
Approved By:

Ali Pezeshkpour, AICP, Executive Director, Planning and Building Agency City Council 12 – 77 9/16/2025
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500’ RADIUS
SITE

P L A N N I N G AND B U I L D I N G A G E N C Y
HPPA 2025-05
1617 EAST FOURTH STREET

BORCHARD HOUSE
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HPPA-2025-05
The Borchard House – 1617 E. Fourth Street

SITE PHOTOS
EXHIBIT 3
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Police Department
www.santa-ana.org/pd
Item # 13
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
September 16, 2025
TOPIC: Inmate Health Care Services

AGENDA TITLE
First Amendment to Agreement with California Forensic Medical Group, Inc. and Wellpath (General Fund)

RECOMMENDED ACTION
Authorize the City Manager to execute the first amendment to the agreement with California Forensic Medical Group, Inc. and Wellpath to continue to provide heath care services to inmates and detainees housed at the Santa Ana Jail and exercise the first one-year renewal option to extend the term through September 30, 2026 in an annual amount of $3,523,310 and an additional $250,000 for emergency services as necessary and at the City’s sole discretion, for a total aggregate amount not to exceed $13,843,556 (Agreement No. A-2025-XXX).

GOVERNMENT CODE §84308 APPLIES: Yes

DISCUSSION
California’s Board of State and Community Corrections (BSCC) requires agencies to provide basic and emergency health care services for all incarcerated individuals held within their custody. Current City initiatives addressing quality of life and public nuisances have necessitated an elevated level of care for short-term arrestees.

On September 20, 2022, the City Council approved a three-year agreement with California Forensic Medical Group, Inc. and Wellpath (CFMG) to provide these services at the Santa Ana Jail after a competitive request for proposals process. CFMG’s services include direct patient care, a sick call program, health assessments, administration of medications, on-site dental services, and mental health care.

Throughout the past three years, as the City’s enforcement activity placed greater emphasis on quality-of-life issues and public nuisances, medical staffing levels have been adjusted to address the increased workload and associated medical concerns while ensuring an appropriate standard of initial care. Additionally, the rise in overall City Council 13 – 1 9/16/2025
Inmate Health Care Services
September 16, 2025

arrests during this period further necessitated enhancements to medical staffing to maintain timely and effective services. CFMG has proven reliable and flexible in the face of changing patient needs.

During the initial term of this agreement, CFMG has provided exceptional service to the City. Therefore, the department recommends exercising the first one-year extension option to renew this agreement from October 1, 2025 through September 30, 2026 in an annual amount of $3,523,310. The total not-to-exceed amount for this agreement will increase to $13,843,556 and includes an additional $250,000 for emergency or other necessary services provided by CFMG at the City’s sole discretion during the term of the agreement.

ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.

FISCAL IMPACT
Funding is available in the current FY 2025-26 budget and funding for subsequent fiscal year will be included in the proposed budget for City Council consideration.

Fiscal
Year
Accounting Unit
– Account No.

Fund
Description
Accounting Unit,
Account No.

Description Amount
FY 25-26 01114475-62300 General Fund Jail Operations, Contract Services-Professional $2,842,482
FY 26-27 01114475-62300 General Fund Jail Operations, Contract Services-Professional $ 930,828
Total $3,773,310
The amounts above include estimates for possible emergency or other necessary services and are subject to change.

EXHIBIT(S)

1. First Amendment to Agreement with California Forensic Medical Group, Inc. and Wellpath
Submitted By: Robert Rodriguez, Police Chief
Approved By: Alvaro Nuñez, City Manager
City Council 13 – 2 9/16/2025
Docusign Envelope ID: 4E85DF72-FC46-4EC7-841A-13E64046841 F

FIRST AMENDMENT TO THE AGREEMENT WITH
CALIFORNIA FORENSIC MEDICAL GROUP, INC. AND WELLPATH

FOR INMATE HEALTH CARE SERVICES
THIS FIRST AMENDMENT to the above-referenced agreement is entered into on September 16, 2025, by and between California Forensic Medical Group, Inc., and Wellpath (hereinafter referred to as, "Contractor" or "CFMG"), a California Professional Medical Corporation and the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California ("City").

WHEREAS, the patties entered into Agreement No. A-2022-187 on September 20, 2022, by which CFMG agreed to provide quality health chare to Inmates and Detainees ("City Inmates/Detainees") housed at the Santa Ana Detention Facility ("Agreement"); and WHEREAS, the term of the Agreement commenced on October 1, 2022 and continues for a three-year period until September 30, 2025 with the option to renew the term of the Agreement for up to two (2) additional one-year periods; and
WHEREAS, the Agreement is current and in-effect and the patties agree to exercise the first one-year renewal of the Agreement, and the Contractor has agreed to continue providing services during that period; and
WHEREAS, the Patties have mutually agreed to recognize modifications to the staffing matrix more effectively aligning resources to needs, and have determined these changes to be cost-neutral; and
WHEREAS, in accordance with Section 11 .17, the Patties desire to amend the Agreement to memorialize such changes.

NOW, THEREFORE, in consideration of the mutual covenants herein contained and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the City and Contractor agree as follows:

1. AMEND SECTION 9.0, TERM. The patties agree to exercise the first of two (2) additional one-year periods to renew the term of the Agreement through September 30, 2026.

2. AMEND ARTICLE VIII - COMPENSATION AND ADJUSTMENTS.

Pursuant to Section 9.0.1. upon the renewal of the Agreement, the parties agree to amend Article VIII - Compensation and Adjustments. In accordance with the provisions of Section 9.0.1.1 - CPI INCREASES, the annual compensation amount is increased by 4%, resulting in an annual amount of $3,523,309.92, payable in 12 monthly installments of $293,609.16. The total amount to be expended during the term of this Agreement is amended to $13,843,555.92 inclusive of an additional $250,000 for emergency or other necessary services provided by CFMG, during the term of this Agreement, at the City's sole discretion.

3. AMEND SECTION 2.0, STAFFING HOURS. The Parties agree that the Staffing EXHIBIT 1
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Police Department
www.santa-ana.org/pd
Item # 14
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
September 16, 2025
TOPIC: Inmate Food and Commissary Services

AGENDA TITLE
Agreement with Aramark Correctional Services, LLC for Inmate Food and Commissary Services (Specification No. 25-038) (General Fund)

RECOMMENDED ACTION
Authorize the City Manager to execute an agreement with Aramark Correctional Services, LLC to provide inmate food and commissary services in an amount not to exceed $5,070,842 for a three-year term beginning October 1, 2025 and expiring September 30, 2028, with provisions for two (2), one (1) year renewal options, and authorize use of a “pass-through” account enabling payments to Aramark Correctional Services, LLC from the incarcerated person trust account for commissary purchases with no fiscal impact to City funds (Agreement No. A-2025-XXX).

GOVERNMENT CODE §84308 APPLIES: Yes

DISCUSSION
California’s Board of State and Community Corrections (BSCC) requires agencies to provide food services for all incarcerated individuals held within their custody. The Santa Ana Police Department currently has an agreement with Aramark Correctional Services, LLC that would have expired at the end of Fiscal Year 2024-25. On June 17, 2025, City Council approved an amendment to extend the term for an additional three months through September 30, 2025 to allow continuity of services and sufficient time to select a vendor and negotiate a new agreement.

Request for Proposals (RFP) No. 25-038 was issued on March 17, 2025 on the City’s online bid management and publication system. A summary of vendor participation and results is as follows:
81 Vendors notified
14 Santa Ana vendors notified
17 Vendors downloaded the bid packet
City Council 14 – 1 9/16/2025
Inmate Food and Commissary Services
September 16, 2025

3 Bids received
0 Bids received from Santa Ana vendors
Proposals were solicited, opened on April 22, 2025, and evaluated. Three proposals were submitted by the RFP deadline and all were determined to be responsive to the specifications and met the City’s requirements. An evaluation committee reviewed and rated the proposals according to the criteria listed in the RFP.

Staff recommends awarding an agreement to the highest ranked firm, Aramark Correctional Services, LLC (Aramark). Aramark has been a provider of inmate food services at the Santa Ana Jail since 1997 and has continued to perform these services in a professional and competent manner. As specified in the agreement, Aramark will prepare nutritious meals consistent with American Correctional Association standards, BSCC Title 15 regulations, and Orange County Health Department requirements.

Specialized diets (medical, religious, and gluten-free) will be provided at no additional cost, with oversight by the Jail’s Operation Manager and contracted medical provider.

Aramark will operate the inmate commissary program, offering a wide range of approved products including food, hygiene, stationery, and clothing items, while also administering specialized commissary programs that expand incarcerated persons’ access to supplemental food and personal items. Commissions generated from these sales are deposited into the Inmate Welfare Fund, which supports purchases that enhance safety and security, as well as fund programs and services for incarcerated persons, reducing reliance on the City’s General Fund. The programs offered to inmates include:
• Fresh Favorites - Provides incarcerated persons the opportunity to purchase freshly prepared food items beyond the standard menu, offering access to homestyle meals prepared by Aramark; • iCare Fresh - Allows family members to conveniently purchase meals online, which Aramark then prepares and delivers to the incarcerated person; • Go-Cart - A supplementary commissary tool that enables incarcerated persons to purchase select snack and convenience items later in the week, beyond the standard once-a-week commissary order.

Aramark will also continue to operate the Code-7 Café staff cafeteria located within the Police Administration building and utilize on-site storage facilities. Aramark will pay the City $30,000 in annual rental fees for the Code-7 Café space and $24,000 in annual fees for use of the storage facilities. The agreement contains provisions for annual price adjustments tied to Consumer Price Index, Food Away From Home Index, and a “Market Basket of Products” methodology, ensuring alignment with national food cost trends.

City Council 14 – 2 9/16/2025
Inmate Food and Commissary Services
September 16, 2025

ENVIRONMENTAL IMPACT
There is no environmental impact associated with this action.

FISCAL IMPACT
Funding is available in the current FY 25-26 budget and funding for subsequent fiscal years will be included in the proposed budget for City Council consideration as follows:

Fiscal
Year
Accounting Unit –
Account No.

Fund
Description
Accounting Unit, Account
Description Amount
FY 25-26 01114475-62300 General
Fund
Jail Operations, Contract
Services-Professional $1,212,666
FY 26-27 01114475-62300 General
Fund
Jail Operations, Contract
Services-Professional $1,669,562
FY 27-28 01114475-62300 General
Fund
Jail Operations, Contract
Services-Professional $1,745,450
FY 28-29 01114475-62300 General
Fund
Jail Operations, Contract
Services-Professional $ 443,164
Total $5,070,842
The amounts above are estimates and subject to change. Payments to Aramark for commissary services will be paid by the inmates via the pass-through Trust and Agency account.

Aramark’s annual payment of $24,000 to the City for the use of on-site storage facilities will be deposited into the General Fund Revenue account no. 01114002-57460. Code7 Café annual rental income of $30,000 from Aramark will be deposited into the General Fund Revenue account no. 01114002-57461.

Any potential commission payable to the City from the implementation of Aramark’s Fresh Favorites, iCARE, iCARE Fresh, and Go-Cart programs will be deposited into the Inmate Welfare Fund Revenue account no. 02314002-57403.

EXHIBIT(S)

1. Agreement with Aramark Correctional Services, LLC
Submitted By: Robert Rodriguez, Police Chief
Approved By: Alvaro Nuñez, City Manager
City Council 14 – 3 9/16/2025

OPERATING AGREEMENT
(FOOD AND COMMISSARY SERVICES)
This OPERATING AGREEMENT (the “Agreement”) is made as of October 1, 2025 between the City of Santa Ana, a charter city and municipal corporation organized and existing under the Constitution and laws of the State of California (the “City”), and ARAMARK CORRECTIONAL SERVICES, LLC, a Delaware limited liability company, having a place of business at 2400 Market Street, Philadelphia, Pennsylvania 19103 (“Aramark”).

W I T N E S S E T H:

1. GRANT: The City hereby grants to Aramark the exclusive right to provide inmate food and commissary services (excluding vending machine operation) and to operate the Code-7 Café at the Santa Ana Jail Facility (the “Facility”) located at 62 Civic Center Plaza, Santa Ana, CA 92701 (the “Facility”). Aramark hereby agrees to furnish nutritious, wholesome, and palatable food to such inmates in accordance with this Agreement. The food service shall meet all current standards as established by:

A. The American Correctional Association.

B. The Food and Nutritional Board of the National Academy Science as prescribed for inmates.

C. The State of California Board of State and Community Corrections.

Aramark shall provide a large selection of food, candy and gum, non-alcoholic beverages, health and drug items, and general merchandise, including quality brand name products (collectively, the “Products”), all of which shall be subject to the approval of the City. The City hereby approves all Products set forth on Attachment A attached hereto.

2. OPERATIONAL RESPONSIBILITIES:

ARAMARK shall operate the Santa Ana Jail commissary, perform inmate meal preparation, and operate the Code-7 Cafe, as those services are set forth in the City’s Request for Proposal No. 25-038 (“RFP”) and ARAMARK's Technical Proposal for food Service Management dated April 15, 2025 (''ARAMARK's Proposal"), the details of which are on file at the Santa Ana Jail in the care of the Jail Administrator, and incorporated by reference to this Agreement.

A. FACILITIES AND EQUIPMENT: The City shall at its expense provide Aramark with adequate preparation kitchen facilities at the Facility completely equipped and ready to operate, together with such heat, refrigeration and utilities services as may be reasonably required for the efficient performance of the Agreement.

The City shall, at its expense, provide Aramark with existing office and on-site storage facilities at the Facility completely equipped and ready to operate together with such heat, and utilities services as may be reasonably required for the efficient performance of the Services. Aramark will pay the City Twenty-Four Thousand Dollars ($24,000.00) annually for the use of the City’s on-site storage facilities, to be paid in monthly installments of Two Thousand Dollars ($2,000.00).





 




 

 


EXHIBIT 1
City Council 14 – 4 9/16/2025
Aramark shall be responsible for long-distance telephone service. Aramark shall install such computer hardware and related equipment and software (collectively “Computer Equipment”), including but not limited to Aramark’s CORE® commissary management information systems (the “CORE® System”) as necessary to support Aramark’s commissary operations. Aramark shall remove all Computer Equipment upon the expiration or termination of this Agreement. The CORE® System is and shall at all times be owned by Aramark, which shall hold all rights relative thereto except as may be expressly granted hereunder and then only to the extent of such express grant. All use of the CORE® System at the Facility shall immediately cease upon the expiration or termination of this Agreement.

Aramark shall be responsible to support and maintain all Computer Equipment during the term of this Agreement, but any and all such obligations shall cease upon the termination or expiration of this Agreement. To the extent that it is necessary for Aramark’s or the City’s employees to be trained to use the CORE® System, Aramark shall provide such training, provided that Aramark shall have no other training obligations hereunder.

Aramark shall furnish such computers, equipment and supplies as necessary to support inmate funds releases via NUMI cards at no cost to the City. Aramark shall provide initial training to City staff on the operation and functionality of the NUMI platform at no cost to the City.

The City shall furnish building maintenance services for the Facility and shall provide preventive maintenance and equipment repairs and replacements for walk-in refrigerators and walk-in freezers. The City shall furnish an adequate inventory of serviceware, thermal tray and delivery equipment, pots, pans, beverage containers and utensils at the Facility. Equivalent quality replacements for kitchen, bakery and dishwashing serviceware shall be provided by the Contractor without cost to the City. Replacement items shall become property of the City.

The City shall run such cable and wiring, and shall perform such systems integration, as necessary to enable the CORE System to support Aramark’s commissary operations. In the event the City changes any third-party vendor whose service interacts with the CORE System (such as its telephone or internet service provider), any costs associated with CORE System customization or code changes will be borne by the City.

In addition, should the City fail to provide the equipment, repair, maintenance and replacement services or supplies described in this Section, after notice from Aramark to do so, Aramark may, in its discretion and at its option, choose to provide, and bill the City for, such equipment, repair, maintenance and replacement services or supplies. In that event, the City shall pay for such equipment, repair, maintenance and replacement services or supplies at the prices billed by Aramark. Such prices shall be competitive with the cost of obtaining such products or services from an independent source in the open market.

B. EMERGENCY PLAN: Aramark shall submit a contingency emergency plan to provide for food service in the event of a Force Majeure (hereinafter defined) within 60 days after the commencement of operations. In the event of a Force Majeure, the City shall assist Aramark by permitting reasonable variations in Aramark’s menu cycle, Product offerings and service methods.

However, Aramark shall not be relieved of its responsibility to provide meal service under the terms of this Agreement. Additional costs, if any, incurred in providing service in the event of a Force Majeure shall be borne by the City. The term “Force Majeure” means any war, riot, terrorism, warlike action (whether actual, impending or expected, and whether de jure or de facto), or other disorder, strike or other work stoppage, fire, explosion, earthquake, severe weather, landslides, sinkholes,





 




 

 


City Council 14 – 5 9/16/2025
lightning, hurricanes, storms, floods, washouts, earthquake, tornado, flood, acts of God or other natural disaster, or other casualty, or other restraint of government (civil or military), blockades, insurrections, acts of terrorists or vandals, epidemics, pandemics, civil commotion, any material interruption of the Facility utility systems, confiscation or seizure by any government or public authority, laws, rules and regulations of governmental authorities, or nuclear reaction or radiation, radioactive contamination, or other similar condition not within the reasonable control of the party whose performance is interfered with, and which, by reasonable diligence, such party is unable to prevent.

C. MEAL DELIVERY: Aramark personnel shall receive meals at the City kitchen, shall transport such meals to appropriate areas to be disbursed by the City, and shall return all trays and delivery equipment to Aramark at the City kitchen, in a timely manner. After each meal service, facility personnel shall make all trays and delivery equipment available to Aramark personnel outside of the housing areas.

D. PRODUCT DELIVERY: Aramark personnel shall transport such Products ordered by inmates to inmates, and shall be responsible for Products returned by inmates to Aramark, in a timely manner.

E. PRODUCTS AND CLEANING SUPPLIES: Aramark shall purchase and pay for all food products and kitchen cleaning supplies. Products purchased for use in the food service operation shall be the property of Aramark. The City shall be responsible for providing maintenance supplies and for maintaining kitchen appliances and equipment.

Aramark will purchase and pay for all Products utilized in the commissary service operation. Products shall be the property of Aramark.

Aramark shall purchase all food products from USDA inspected plants that are approved as strictly complying with food safety standards. All food products purchased have a manufacturer’s and distributor’s assurance of safe handling. Food products are reviewed and approved by Aramark’s registered dietitians to ensure that the food products meet inmate acceptability and nutritional standards.

F. PORTION SIZE REQUIREMENT: All entrée portions listed on the menu that are purchased fully cooked, within the manufacturer’s tolerance specifications, are based on weight measurements prior to reheating. Casserole portions and entrée portions made from scratch are based upon weight measurements after the food has been cooked according to standardized recipes.

G. MENU: The menu served at the Facility may be modified in any way by mutual written consent of the parties.

H. SANITATION: Aramark shall be responsible for daily cleaning and housekeeping in the food preparation, service, receiving and storage areas, and shall, on a continuing basis, maintain high standards for sanitation. Aramark shall be responsible for janitorial service in the areas under Aramark’s control, and the City shall provide janitorial services for the remainder of the Facility. The City shall provide janitorial services outside the kitchen facilities provided to Aramark. The City shall clean the vents and ductwork leading to the roof from food preparation areas. Aramark shall be responsible for extermination services for the kitchen, bakery, and dishwashing room and the removal





 




 

 


City Council 14 – 6 9/16/2025
of trash and garbage from the designated food and commissary service areas.

I. PERSONNEL: Aramark shall provide on-site management and supervisory personnel, and from its regional and headquarters locations, administrative, dietetic, purchasing, equipment consulting and personnel advice and supervision. No inmate shall be allowed to enter the kitchen unless and until a security officer is present.

The City acknowledges that Aramark has invested considerable amounts of time and money in training its supervisory employees in systems, procedures, methods, forms, reports, formulas, computer programs, recipes, menus, plans, techniques and other valuable information which is proprietary and unique to Aramark's manner of conducting its business and that such information is available, on a confidential basis, to Aramark's supervisory employees. Therefore, the City agrees that supervisory employees of Aramark shall neither be hired by the City for the term of this Agreement and twelve (12) months thereafter, nor shall the City permit supervisory employees of Aramark to be employed on the City's premises for a period of twelve (12) months subsequent to the termination of this Agreement (unless such employees were formerly employees of the City). For the purpose of this prohibition, “supervisory employees” shall be defined as those persons who have directly or indirectly performed management or professional services on the City's premises at any time during the twelve (12) month period immediately preceding termination of this Agreement.

In addition, the City agrees that if it violates the conditions set forth in the immediately preceding paragraph, then the City shall pay to Aramark, and Aramark shall accept as liquidated damages and not as a penalty for such breach, an amount equal to two times the annual salary of each Aramark supervisory employee hired by the City or allowed to work on the City's premises in violation of the terms of this Agreement.

The City retains the right to thoroughly investigate any current or prospective employees assigned to the Facility, subject to applicable Federal, state and local laws and regulations, including but not limited to, the Federal Polygraph Protection Act, as amended.

All Contractor's personnel to work within the facility· must successfully complete a background investigation conducted by the Santa Ana Police Department before beginning work.

Contractor employees that do not successfully complete the background investigation shall not be allowed entry into the facility.

City has the right to restrict any person from accessing or remaining in the Police Administration Building and Holding Facility.

J. EQUAL EMPLOYMENT OPPORTUNITY: Aramark and the City mutually agree that they shall not discriminate against any employee or applicant for employment or on any matter directly or indirectly related to employment, because of race, color, religion, sex, sexual orientation, national origin, physical or mental handicap where not relevant to the job, height, weight, age, marital status, or other criteria made illegal by state or federal law or the City policy. In addition, Aramark agrees to take affirmative steps to ensure that applicants are employed, and that employees are treated, during employment, without regard to the criteria listed above.

K. MINIMUM SCOPE AND LIMIT OF INSURANCE: Contractor shall procure and maintain for the duration of the agreement, the following insurance coverages:





 




 

 


City Council 14 – 7 9/16/2025
Contractor shall maintain limits of insurance coverage in the following minimum amounts and shall be at least as broad as:
x Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $1,000,000 per occurrence and $2,000,000 aggregate.
x Automobile Liability (AL): Insurance Services Office Form CA 00 01 covering Code 1 (any auto), with combined single limits of $1,000,000. In the event Contractor does not maintain commercial automobile liability insurance, City will accept evidence of personal automobile insurance with existing limits, which can be lower than $1,000,000. x Workers’ Compensation (WC): as required by the State of California, with statutory limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident, per employee, per policy for bodily injury or disease. This requirement can be waived if Contractor has no employees.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:

1. CGL and AL policies: City of Santa Ana, its City Council, its officers, officials, and employees are to be covered as additional insureds with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, equipment, and personnel furnished in connection with such work or operations. Any insurance coverage (additional insured or otherwise) that Aramark maintains as required in this Agreement shall only cover insured liability assumed by Aramark in this Agreement; such insurance coverage shall not otherwise cover liability in connection with or arising out of the wrongful or negligent acts or omissions of Additional Insureds.

2. All required insurance policies: For any claims related to this contract, Contractor’s insurance coverage shall be primary, but only to the extent of the risks and liabilities expressly assumed herein, and any insurance maintained by City, its City Council, its officers, officials, employees, agents, or volunteers shall not contribute with it.

3. All required insurance policies: A severability of interest provision must apply for all the additional insureds, ensuring that Contractor’s insurance shall apply separately to each insured against whom a claim is made or suit is brought, except with respect to the insurer’s limits of liability.

4. Contractor shall provide that coverage shall not be canceled, suspended, voided, reduced in coverage or in limits, non-renewed by the carrier, or materially changed except after thirty (30) days prior written notice has been given to City. Ten (10) days prior written notice shall be provided to City for policy cancellation or non-renewal due to non- payment.

5. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention: Jail Administrator, 62 Civic Center Plaza, M-88, Santa Ana, CA 92701. The name and location of event should be included in the Description of Operations section of each certificate.

Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state of California with a current A.M. Best rating of no less than A:VII, unless otherwise acceptable to City.

Verification of Coverage
Contractor shall furnish City with Certificates of Insurance. However, failure to obtain the required documents prior to the work beginning shall not waive Contractor’s obligation to provide them.





 




 

 


City Council 14 – 8 9/16/2025
Claims Made Policies
If any of the required policies provide coverage on a claims-made basis:

1. The retroactive date must be shown and must be before the date of the contract or the beginning of work.

2. Insurance must be maintained and evidence of insurance must be provided for at least three (3) years after completion of work.

3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the contract effective date, Contractor must purchase “extended reporting” coverage for a minimum of three (3) years after completion of work.

Subcontractors
Contractor shall require and verify that all sub-contractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that City is an additional insured on insurance required from sub-contractors.

Special Risks or Circumstances
City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances but only as agreed to by Contractor.

L. Indemnification: Aramark agrees to defend, indemnify and hold harmless the City, its officers, employees, agents and servants for all third-party personal injuries caused by the negligence of Aramark in its performance of the services defined in this Agreement, and to pay all claims, damages, judgments, legal costs, adjuster fees and attorney fees related thereto. However, it is expressly understood that Aramark shall not be responsible for damages, injuries, losses or claims caused by inmates or the City, its officers, employees, agents, servants or other independent contractors. Neither any of the City’s officers, employees, agents, servants or contractors, nor any inmates, are or will be deemed to be agents or employees of Aramark and no liability is or will be incurred by Aramark to such persons, except for bodily injury to such persons caused by Aramark's negligence. The City agrees to defend, indemnify and hold Aramark harmless from any liability claim by or through such persons against Aramark. Each party shall promptly notify the other of any claim for which indemnity is sought, and shall cooperate with the other party in the defense of such claim.

The indemnifying party may have the discretion to defend and settle such claim.

M. Over the Counter Drugs Indemnification: To the maximum extent permitted by applicable law and whether or not caused, directly or indirectly, in whole or in part, by the negligence, or other fault of the party to be indemnified, the City will indemnify and hold harmless Aramark and its respective officers, directors, employees and agents, from and against any and all claims, causes of action, suits, investigations, and administrative or other proceedings, and all related demands, damages, liabilities, fines, penalties, assessments, costs, expenses (including attorney’s fees) of every kind and nature, related to or arising out of the sale or provision of over the counter drugs to inmates at the Facility, including but not limited to product liability, warranty, negligence or allergy claims and any alleged violation of any federal, state or local code, statute, law, regulation or ordinance.

N. HAZARDOUS SUBSTANCES; PRE-EXISTING CONDITIONS. Aramark has no duty to investigate, detect, prevent, handle, encapsulate, remove, or dispose of, and will have no responsibility to the City or others for any exposure of persons or property to, asbestos, lead, fuel storage tanks or contents, indoor air pollutants or contaminants, poor air quality, or hazardous, toxic, or regulated waste substances, mold, fungi, mildew, pollutants, or contaminants (collectively, the “Hazardous Substances”) at the Facility or the surrounding premises. The City will comply with all applicable federal, state, and local laws and regulations, which have been or will be enacted during the term of this Agreement, regarding such Hazardous Substances on the City’s premises. The City will inform Aramark of the presence of such Hazardous Substances and acknowledges that Aramark employees will not be required to work in any location where they could be exposed to such Hazardous





 




 

 


City Council 14 – 9 9/16/2025
Substances. Aramark has advised the City that it does not provide or assume any responsibility to monitor or remediate mold, fungi, mildew, indoor air quality or any similar conditions, and that all determinations and corrective actions regarding mold, fungi, mildew, indoor air quality and any similar conditions shall be made by the City or a third party retained by the City. In no case will any Aramark employee act in the capacity of a “Designated Person” (within the meaning of the Asbestos Hazard Emergency Response Act, “AHERA”), which duties remain solely with the City.

Aramark will not be responsible for any conditions that existed in, on, or upon the Facility before the commencement date of this Agreement (“Pre-Existing Conditions”), including, without limitation, environmental impairments, and other conditions. Notwithstanding the general indemnity provision contained above in Section K, the City shall indemnify and hold harmless Aramark, its subsidiaries and affiliated companies, and their respective directors, officers and employees, against any liability related to, or arising out of, any defective condition or the presence of Hazardous Substances or Pre-Existing Conditions on or at the Facility or the surrounding premises, or the claimed or actual release or threatened release or disposal of Hazardous Substances from or at the Facility, to the extent not caused by the willful misconduct or grossly negligent acts or omissions of Aramark, its employees or subcontractors, including, without limitation, fines, penalties, clean-up costs, or costs of other environmental remediation measures.

O. DAMAGES: Aramark’s liability hereunder shall not under any circumstances exceed the greater of net revenue received by Aramark pursuant to this Agreement during the twelve (12) months prior to the applicable claim or (b) the actual proceeds of insurance (not to exceed the maximum limits of insurance required by Section 2.K.), less any applicable deductible. In no event will either party be liable to the other party for any loss of business, business interruption, consequential, special, indirect or punitive damages.

P. COMPLIANCE WITH LAWS: Each party hereto shall comply with all statutes, lawful ordinances, regulations and requirements, federal, state, and local applicable to their activities hereunder. The City shall provide reasonable and adequate physical security at all times for Aramark employees, suppliers, management and other authorized visitors, which at a minimum requires that a security officer be present at all times when an inmate is in the kitchen with an Aramark employee, supplier, management and other authorized visitors.

Q. RETURN OF EQUIPMENT: Aramark shall return to the City at the expiration or on any termination of this Agreement the food and commissary service areas and all equipment furnished by the City in the condition in which received, except for ordinary wear and tear and except to the extent that said premises and equipment may have been lost or damaged by fire, flood, or other disaster, and except to the extent that said equipment may have been stolen by persons other than employees of Aramark without negligence on the part of Aramark or its employees.

R. LICENSE, FEES, PERMITS, AND TAXES: Aramark shall secure and pay for all federal, state and local licenses, permits and fees required for the food and commissary services operation. The City represents and warrants that it is a tax-exempt entity and, further, agrees to provide evidence of its tax-exempt status to Aramark upon request. The City further agrees to notify Aramark promptly in the event of a change in its tax-exempt status. Aramark, as the commissary services retailer, shall be responsible for the collection and remittance of all applicable sales, use, excise and state and local business and income taxes attributable to the commissary operation and the sales of Products. In the event that a determination is made by a government authority that any sales, purchases, payments or use of property made to or by Aramark under this Agreement, either in whole or in part, is subject to any sales, use, gross receipts, property or any similar tax which tax was not contemplated by the parties at the commencement of operations hereunder, the full amount of any such tax liability, together with any interest paid by Aramark, shall be invoiced by Aramark and shall be reimbursed by the City, notwithstanding the fact that this Agreement may have expired or been terminated for any reason by





 




 

 


City Council 14 – 10 9/16/2025
either party prior to the date of such determination.

3. FINANCIAL ARRANGEMENTS:

A. FOOD SERVICE - MEAL ORDERS, BILLING AND PRICES: Aramark shall provide meals to the City’s inmates at the per meal prices set forth in Attachment B. Aramark will provide all medical, religious, gluten- free, and other special diets (the “Special Diets”) at no additional cost.

Religious diets other than a lacto-ovo vegetarian and/or vegan diet meals, such as prepackaged meals, shall be charged to the City at a mutually agreed upon price. All Special Diets must be approved by the City’s medical provider or religious authority, as applicable. Aramark will work with the City’s medical provider for appropriate diabetic diets and snacks, as needed. The City shall notify Aramark of the actual number of meals ordered each day at a mutually agreed upon time prior to meal service, and the City shall make additions or deletions to such order within a mutually agreed upon time prior to meal service. When the initial notice of meals ordered is not given timely, Aramark shall prepare and will be paid for the same number of meals as prepared for the previous day.

Aramark shall submit to the City on the first day of every week, for the preceding week an invoice for inmate meals ordered or served, whichever is greater, Fresh Favorites meals ordered by inmates, and other goods or services provided by Aramark, if any.

The invoice shall reflect the preceding week's food services detailing the greater of the number of meals served or ordered on a daily basis as follows:

1. Adult inmate meals

2. Meals provided through the “Fresh Favorites program”

3. Any additional food, beverage or other services, as required

4. Staff café sales report
The price per meal charged to the City for meals served to inmates is set forth in Attachment B.

B. FOOD SERVICE- PRICE ADJUSTMENTS: The per meal prices stated in this Agreement are firm for the period beginning on the Effective Date and ending on September 30, 2026.

Per meal prices for each subsequent 12-month period shall be adjusted on each anniversary of the Effective Date by an amount to be mutually agreed upon and set forth in an amendment to this Agreement in the form attached hereto as Attachment C. In the event no agreement is reached with respect to such adjustment, per meal prices shall be adjusted as further set forth below by the greater of the (a) yearly percentage change in the Consumer Price Index, All Urban Consumers, U.S. City Average, Food Away From Home Index (“CPI-FAH”), published by the U.S. Department of Labor and (b) the yearly percentage change in the Market Basket of Products (as defined below) which approximate the products served at the facilities covered by this Agreement (the “Client Menu”). The period for determining CPI-FAH and Market Basket of Products increases shall be April 1 to April 1 of the then-current year (the “Base Period”) As set forth on the sample client statement attached as Attachment D, a copy of which shall be provided prior to implementing any price adjustments pursuant to this section, the “Market Basket of Products” represents categories or types of products that are generally used in the Client Menu.

Such products are classified into the following six categories of food items (each, a “Menu Category”): beverage (composed of juice and non-alcoholic drinks other than milk); baked goods; produce (composed of fruits and vegetables); dairy; meat; and grocery items (composed of the food items in the menu that are not otherwise included in one of the preceding categories). Each Menu Category will be ascribed a percentage (the “Category Weighting”) representing the proportion of the Client Menu that such Menu Category approximately represents based on purchasing levels during the Base Period. Each Category Weighting will then be multiplied by the percentage change in the corresponding Bureau of Labor Statistics (“BLS”) category compiled by the U.S. Department of Labor and published at www.bls.gov for the Base Period, and the results of each such calculation will be





 




 

 


City Council 14 – 11 9/16/2025
added together to arrive at the overall percentage change which will represent the Market Basket of Products. For the avoidance of doubt, the BLS categories to be multiplied by the Category Weightings are (1) Beverage, All Urban Consumers, U.S. City Average; (2) Baked Goods, All Urban Consumers, U.S. City Average; (3) Produce, All Urban Consumers, U.S. City Average; (4) Dairy, All Urban Consumers, U.S. City Average; (5) Meat, All Urban Consumers, U.S. City Average; and (6) Food, All Urban Consumers, U.S. City Average. In the event that there are any changes in the method in which the BLS reports its annual statistics, including any changes or modifications to any of the applicable BLS categories, the parties agree to negotiate a mutually agreeable modification to the appropriate Market Basket of Products category or categories or the methodology described above. If the parties do not agree on such a modification, Aramark shall have the right to terminate the Agreement upon 90 days’ prior written notice. The Market Basket of Products is designed to approximate price adjustments with product cost increases at the facility or facilities covered by this Agreement. The Market Basket of Products is an estimate of food costs only and actual costs may vary. While the Menu Categories attempt to approximate the products served at the facility or facilities covered by this Agreement, they may not precisely parallel actual usage or the BLS categories listed above.

Please refer to Attachment D for an example of the Market Basket of Products calculation.

C. COMMISSARY SERVICES: Aramark shall process orders for Products from inmates in accordance with Aramark’s standard procedures. Aramark shall be responsible to collect, record and make disbursements from inmate commissary accounts for purchases of such Products.

Aramark shall have access to each inmate account for the purpose of verifying that there are sufficient funds in such account to cover a Product order placed by such inmate, including but not limited to, any sales, use or other taxes related thereto.

Aramark shall determine the prices at which Products shall be sold. If Aramark sustains increases in its costs, including but not limited to, increases in its Product, labor or equipment or software-related costs, Aramark may increase its prices to recover such increased costs. Additionally, Aramark may, at its discretion perform a price audit to compare the prices at which it sells the Products contemplated by this Agreement with the prices at which similar products are being sold in retail outlets in the surrounding community (“Comparable Retail Values”). In the event that any of Aramark’s prices are below the Comparable Retail Values, the parties shall agree to increase such prices under this Agreement to reflect the Comparable Retail Values.

Aramark shall submit to the City on the first day of every week, for the preceding week, an invoice for total Gross Sales of Products made during such week, and other goods or services provided by Aramark during such week, if any. The term “Gross Sales” shall mean total commissary sales (including, but not limited to, sales of stamps and pre- stamped envelopes, pre-paid telephone calling cards or any other telephone sales, debit cards, and Indigent Product sales) plus any sales or use taxes.

For purposes of this Agreement, a sale shall be deemed made when a Product ordered by an inmate is delivered to the inmate, and the Product is not returned. For purposes of this Agreement, all sales are final and no returns will be honored unless the inmate who ordered a Product refuses delivery of such Product at the time such Product is delivered, or unless such inmate is released prior to Product delivery and fails to claim such Product within seventy-two (72) hours after release.

D. COMMISSARY COMMISSIONS: Aramark shall pay to the City a commission in an amount equal to forty-five percent (45%) of Net Sales. Within fifteen (15) days after the end of each month, Aramark shall deliver to the City a check covering commissions on Net Sales made during such month. For purposes of this Paragraph, “Net Sales” means total Product sales (excluding all sales of stamps and pre- stamped envelopes, pre-paid telephone calling cards or any other telephone sales, debit cards, and Indigent Products) less sales or use taxes, authorized returns and handling charges.

Notwithstanding the foregoing, for the purposes of commissions paid pursuant to this Section 3.D., Net sales shall not include sales from Fresh Favorites, iCare, iCare Fresh, and Go-Cart; commissions





 




 

 


City Council 14 – 12 9/16/2025
for those services shall be paid as stated below.

E. CATERING AND ADDITIONAL SERVICES: Upon mutual agreement of the parties, Aramark shall provide catering services for the City. Catering services will be provided at Aramark’s costs plus 10%, inclusive of all Aramark expenses.

Food, beverage and other services required by the Facility outside the scope of this Agreement shall be provided by Aramark upon written authorization by the City at mutually agreed upon prices for such services.

Upon request, Aramark may from time to time provide training services to the City and its personnel, training such personnel in the operation of the CORE System.

F. FRESH FAVORITES: Aramark shall implement its Fresh Favorites program.

Aramark shall determine the prices at which Fresh Favorites items shall be sold. If Aramark sustains increases in its costs, including but not limited to, increases in its product, labor or equipment costs, Aramark may increase its Fresh Favorites prices to recover such increased costs. No returns shall be accepted unless the inmate, who ordered a product, is released prior to such delivery. All sales shall be deemed made when a Fresh Favorite item purchased by an inmate is delivered.

Aramark shall pay to the City a commission in an amount equal to Twenty-Five Percent (25%) of Net Sales on the Fresh Favorite items. Within fifteen (15) days after the end of each month, Aramark shall deliver to the City a check covering commissions on Net Sales made during the prior month. For purposes of this Paragraph “Net Sales” means total Fresh Favorite products sales, less sales or use taxes, authorized returns and handling charges.

G. iCARE: Aramark shall implement its iCare program at the Facility. Aramark shall determine the prices at which iCare items shall be sold. If Aramark sustains increases in its costs, including but not limited to, increases in its product, labor or equipment costs, Aramark may increase its iCare prices to recover such increased costs. No returns shall be accepted unless the inmate, who is a recipient of such iCare order, is released prior to such delivery, or the iCare order is undeliverable in accordance with Aramark standard terms and conditions for iCare orders. All sales shall be deemed made when an iCare item purchased is delivered to the inmate.

Aramark shall pay to the City a commission in an amount equal to Forty-Five Percent (45%) of Net Sales of all iCare packages. Within fifteen (15) days after the end of each month, Aramark shall deliver to the City a check covering commissions on Net Sales made during the prior month. For purposes of this Paragraph, “Net Sales” means total iCare sales, less sales or use taxes, authorized returns and handling charges.

H. iCARE FRESH: Aramark shall implement its iCARE Fresh program. Aramark shall determine the prices at which iCARE Fresh items shall be sold. If Aramark sustains increases in its costs, including but not limited to, increases in its product, labor or equipment costs, Aramark may increase its iCARE Fresh prices to recover such increased costs. No returns shall be accepted unless the inmate, who is to receive a product, is released prior to such delivery. All sales shall be deemed made when an iCARE Fresh item purchased by an inmate is delivered.

Aramark shall pay to the City a commission in an amount equal to Twenty-Five Percent (25%) of Net Sales on iCARE Fresh items. Within fifteen (15) days after the end of each month, Aramark shall deliver to the City a check covering commissions on Net Sales made during the prior month. For purposes of this Paragraph “Net Sales” means total iCARE Fresh product sales, less sales or use taxes, authorized returns and handling charges.





 




 

 


City Council 14 – 13 9/16/2025
I. GO-CART: Aramark shall implement its Go-Cart program at the Facility. Aramark shall determine the prices at which Go-Cart items shall be sold. If Aramark sustains increases in its costs, including but not limited to, increases in its product, labor or equipment costs, Aramark may increase its Go-Cart prices to recover such increased costs. No returns shall be accepted on Go-Cart items.

Aramark shall pay to the City a commission in an amount equal to Twenty-Five Percent (25%) of Net Sales on Go-Cart items. Within fifteen (15) days after the end of each month, Aramark shall deliver to the City a check covering commissions on Net Sales made during the prior month. For purposes of this Paragraph “Net Sales” means total Go-Cart product sales, less sales or use taxes, and handling charges.

J. CODE-7 CAFÉ: Aramark will not pay the City a commission on any items sold at the Code-7 Café. Aramark will pay the City Thirty Thousand Dollars ($30,000.00) annually to rent the Code-7 Café space, to be paid in monthly installments of Twenty-Five Hundred Dollars ($2,500.00).

If the Code-7 Café ceases operation at any time during the term or any extension of this Agreement, Aramark will no longer pay rent for this space effective the date the Code-7 Café ceases operations.

4. ACCOUNTING-MANNER OF PAYMENT: Payment shall be made by check payable to Aramark Correctional Services, LLC within thirty (30) days after the invoice date. Such payment shall be sent to the address listed on the invoice. (Payments only shall be sent to this address, all other correspondence shall be sent to the address set forth in Section 11 hereof.) If any invoices are not paid within thirty (30) days of the invoice date, interest shall be charged on each invoice at the Prime Interest Rate plus two percentage points per annum on the unpaid balance (or in the event local law prohibits the charging of such rate, interest shall be charged at the maximum legal rate permitted), computed from the invoice date until the date paid. The term “Prime Interest Rate” shall mean the interest rate published in The Wall Street Journal as the base rate on corporate loans posted by at least Seventy-Five Percent (75%) of the thirty (30) largest U.S. commercial banks, such rate to be adjusted on the last day of each Aramark accounting period.

The right of Aramark to charge interest for late payment shall not be construed as a waiver of Aramark's right to receive payment of invoices within thirty (30) days of the invoice date. In the event that Aramark incurs legal expense in enforcing its right to receive timely payment of invoices, the City agrees to pay reasonable attorney's fees and other costs.

Aramark shall provide the City with a comprehensive monthly summary of meals, services and credits. This summary shall be forwarded to the City Administrator or his designee each month.

Aramark shall provide the City with a comprehensive monthly summary of Gross Sales, services and credits. This summary shall be forwarded to the City Administrator or his designee each month.

5. MATERIAL ADVERSE CHANGE: The financial arrangements in this Agreement are based on conditions existing as of the Effective Date including any representations regarding existing and future conditions made by City in connection with the negotiation and execution of this Agreement. If such conditions change due to causes beyond Aramark’s control, including, but not limited to, a change in the scope of Aramark’s services; menu changes; a decrease in the Facility's inmate population or the availability of inmate labor; efforts to organize labor; increases in food/product costs, including due to imposition of tariffs, fuel, equipment, utilities, supply, and labor costs; Federal, State and local sales, and other taxes and other operation costs; a change in Federal,





 




 

 


City Council 14 – 14 9/16/2025
State and local standards, requirements recommendations, and regulations; changes in phone service providers or a change in the way phone service is sold to inmates; or other unforeseen external market conditions outside Aramark’s control, then Aramark shall give City written notice of such increase or change, and within thirty (30) calendar days after such notice, Aramark and City shall mutually agree upon modification(s) to offset the impact of the increase or change, which modifications may include any or a combination of the following: an adjustment to Aramark’s price per meal or commission, modifications to the menu or Product offerings, changes to Product pricing or modifications to Aramark’s scope of services. The foregoing shall be in addition to, and without limitation, of the parties’ rights and obligations set forth herein in Section 2.B. with respect to continuation of services (and compensation for the same) in the event of a Force Majeure event, if applicable.

6. PHONE SERVICE PROVIDERS: In the event that there is a change in the phone service provider used at the Facility or in the process by which phone cards or phone time is sold to inmates, the City shall be responsible for the cost or shall cause the phone service provider to be responsible for the cost of the following: (1) any software development required by the change; (2) system integration; (3) use of Aramark hardware and software to sell phone service; and (4) any other cost incurred by Aramark, including but not limited to increased costs for labor, handling, and reporting.

7. ACCESS AND RECORDS: Aramark will maintain accurate books and records in connection with the food and commissary service operations and shall retain such records for thirtysix (36) months after the close of the federal fiscal year (October 1, through September 30).

8. COMPENSATION – NOT-TO-EXCEED AMOUNT. The total not-to-exceed amount to be expended during the term of this Agreement shall not exceed $5,070,842. This amount is subject to amendment per the terms of Section 3.B. FOOD SERVICE- PRICE ADJUSTMENTS. Any increase to the not-to-exceed amount, defined herein, shall be defined and agreed upon by the CPIFAH increases reflected in Section 3.B. Any amendment, based solely upon said Price Adjustments in Section 3.B., may be approved in writing by the City Manager and the City Attorney. Any increases beyond the CPI-FAH defined in Section 3.B., above, or any other increase to costs, the not-to-exceed amount, or other material revision(s) of the terms and conditions of this Agreement are subject to approval by the City Council of the City of Santa Ana.

9. TERM OF AGREEMENT: The initial term of this Agreement shall commence on October 1, 2025, and shall continue through September 30, 2028. By mutual agreement, the term of this Agreement may be renewed for two (2) additional one (1) year terms.

10. TERMINATION:

A. TERMINATION FOR CONVENIENCE: Either party may terminate this Agreement for convenience, at any time during the term or any renewal or extension, upon ninety (90) days’ notice to the other party.

B. TERMINATION FOR DEFAULT: Either party may terminate this Agreement upon a breach or default of this Agreement by the other party, which is not cured within thirty (30) days after receipt by the defaulting party of a notice from the non-defaulting party, specifying the nature of such breach or default.

C. CONSEQUENCES OF TERMINATION: If this Agreement is terminated under any





 




 

 


City Council 14 – 15 9/16/2025
circumstances, the City shall pay Aramark for all inmate meals, commissary and other services, provided by Aramark to and including the date of termination, at the rates and within the payment periods set forth in this Agreement. The City’s obligation to pay for meals and commissary services provided shall survive the termination or expiration of this Agreement. Upon the expiration or any termination of this Agreement, the City agrees, if requested by Aramark, to purchase Aramark’s usable inventory of food and supplies. The purchase price for such inventory shall be Aramark’s invoice cost.

11. NOTICE: All notices or other communication hereunder shall be deemed to be duly given when made in writing and delivered in person or deposited in the United States mail, postage prepaid, certified mail, return receipt requested and addressed to the party at its respective address first set forth above, or such other address as it may designate, by notice given as aforesaid.

12. CONFLICTS OF INTEREST: Aramark covenants that it presently has no interest and shall not acquire any interest, direct or indirect, which would conflict in any manner or degree with performance of this Agreement and no person having any such interest shall be employed. In addition, no officer, agent or employee of the City and no member of its governing body shall participate in any decision relating to this Agreement which affects his/her personal interest or any corporation, partnership, association which he/she is directly or indirectly interested or has any personal or pecuniary interest.

13. CONFIDENTIAL INFORMATION: All financial, statistical, operating and personnel materials and information, including, but not limited to, software, technical manuals, recipes, menus and meal plans, policy and procedure manuals and computer programs relative to or utilized in Aramark's business (collectively, the “Aramark Proprietary Information”) are and shall remain confidential and the sole property of Aramark and constitute trade secrets of Aramark. The City shall keep all Aramark Proprietary Information confidential and shall use the Aramark Proprietary Information only for the purpose of fulfilling the terms of this Agreement. The City shall not photocopy or otherwise duplicate any materials containing any Aramark Proprietary Information without the prior written consent of Aramark. Upon the expiration or any termination of this Agreement, all manuals, software, computers, diskettes, disks and disk drives, and other materials or documents containing any Aramark Proprietary Information, shall be returned to Aramark.

14. PUBLICITY RIGHTS: Neither Aramark nor City shall disclose the terms of this Agreement to any other person or entity outside its organization other than as required by law. Neither City nor Aramark and its Affiliates shall, without the other Party’s consent, use the other Party’s name, logo, trademark or otherwise refer to or identify the other Party in any publicity matters relating to the Services. Notwithstanding the foregoing, both Parties and their respective Affiliates may, without prior consent of the other Party, use that Party’s name or logo and the existence of this Agreement in connection with earnings calls or similar matters with their respective investors or analysts as well as communications to prospective clients (if applicable) and for use in such Party’s marketing materials.

15. ASSIGNMENT: Aramark may not assign this Agreement without the City’s prior written consent (not to be unreasonably withheld, conditioned or delayed), except that Aramark may assign this Agreement, in its sole discretion, to any of its affiliates without any consent being required. The term “affiliate” means any corporation, limited liability company or any other person controlling, controlled by or under common control with, Aramark.

16. ENTIRE AGREEMENT: This Agreement represents the entire agreement and understanding





 




 

 


City Council 14 – 16 9/16/2025
City Council 14 – 17 9/16/2025
Attachment A Commissary Price and Product List

SANTA ANA, CA COMMISSARY
Health & Beauty
PLU Item Price
0530 '"EXTREME SPORT STYLING GEL $4.19
1051 ALCOHOL FREE MOUTHWASH 4Z $1.39
1041 ANTACID CALCIUM CARBONATE $0.59
1042 ANTIFUNGAL CREAM $3.49
1375 BERGAMONT COND 4Z $4.65
1113 COCOA BUTTER LOTION 4Z $1.65
1126 COLGATE TOOTHPASTE 2.5Z $3.19
1214 COLGATE WHITENING 6Z $11.29
1421 COUGH DROPS GDS $2.79
1043 DAILY VITAMIN 100 CT $8.79
0517 DOVE MEN CARE EXTRA FRESH BAR $3.49
1455 DOVE ORIGINAL CLEAN ROLL ON DEODORANT $3.59
1061 DOVE SOAP $5.39
1282 FLOSS LOOPS 30CT $5.99
1059 FOOT POWDER 4Z $2.05
1086 HAIR PICK $1.10
1219 HAIR TIES $1.79
1695 HAND AND BODY LOTION $1.39
1017 HYDROCORTISONE CREAM .5Z $4.19
1018 IBUPROFEN 2PK $0.79
1407 LIP BALM $1.59
1063 MAGIC SHAVE CREAM 60Z $14.99
1434 MEN'S HURRICANE DEODORANT $3.59
1152 NON ASPIRIN 2PK $0.79
1040 PALM HAIR BRUSH $0.89
0528 ROSA VENUS BATH BAR SOAP WHITE $1.89
1197 SECRET DEODORANT 1.7Z $4.39
1467 SOAP DISH $1.19
0521 SUAVE SKIN SOLUTIONS ADVANCED THERAPY LOTION $7.49





 




 

 


City Council 14 – 18 9/16/2025
1179 THUMB TOOTHBRUSH $0.25
1464 V053N1MENS $4.29
1376 VOS XBODY SHAMPOO $4.35
1377 VOS XBODY CONDITIONER 15Z $4.35
Beverages
PLU Item Proposed Price
0180 BC HOT COCOA SUPREME $5.49
0156 BC INSTANT COFFEE $5.49
3089 CAPPUCCINO MOCHA $0.99
3046 CAPPUCCINO VANILLA $0.99
3207 FE COLOMBIAN BLEND COFFEE $7.19
3176 GREEN TEA BAG IND $0.49
3137 OTG LEMONADE CRYSTAL LIGHT $1.23
3005 SF BLK CHERRY IND MIX $0.55
3327 SF FRUIT PUNCH IND COOL OFF $0.55
3328 SF ICED TEA IND COOL OFF $0.55
3326 SF LEMONADE IND COOL OFF $0.55
3221 SWISS MISS COCOA $0.89
3584 WYLERS LIGHT LEMON BERRY 10 CT $4.19
3585 WYLERS FRUITY RED PUNCH lOCT $4.19
Candy
PLU Item Proposed Price
9128 CHICK O STICK $0.69
9004 BUTTERSCOTCH DROPS $2.39
9305 GG CINNAMON DISCS $2.39
0105 GG JELLY BEANS $2.39
9006 GG JOLLY RANCHER ASST $2.69
0162 GG RAINBOW MIX HARD CANDY $2.39
9306 GG ROOT BEER BARRELS 3.25 OZ $2.39
9018 LEMON DISKS $2.39
9055 SOUR BALLS 4.5Z $2.39





 




 

 


City Council 14 – 19 9/16/2025
9001 3 MUSKETEERS $2.29
9003 BUTTERFINGER $2.29
9032 HERSHEY BAR ALMONDS $2.29
9007 M&MS PEANUT $2.29
9011 REESES PB CUP $2.29
9013 SNICKERS $2.29
9015 TWIX $2.29
9551 WERTHERS SUGAR FREE $3.89
Ramen
PLU Item Proposed Price
3955 DE HOT AND SPICY VEGETABLE LOW SODIUM $1.20
1328 DE LOW SODIUM CHILI RAMEN $1.20
4330 RAMEN CAJUN CHICKEN $1.20
4014 RAMEN CHICKEN $1.20
4015 RAMEN CHILI $1.20
4016 RAMEN PICANTE BEEF $1.20
6069 RE TEXAS BEEF RAMEN 3Z $1.20
Grocery
PLU Item Proposed Price
0187 IDAHOAN POUCH LOADED BAKED MASHED POTATOES $4.99
4011 PEANUT BUTTER SQUEEZE $1.09
4164 TEXAS TITOS SLICED JALAPENOS $1.39
3859 APPLE CINNAMON OATMEAL $0.79
4216 BC TACO FILLING W/ CHICKEN $6.99
3987 BC CHORIZO $9.29
1323 BC JALAPENO SUMMER SAUSAGE $5.49
1321 BC SUMMER SAUSAGE ORIGINAL $5.49
0108 BEEF CHILI WITH BEANS $7.59
0135 CHUNK LIGHT TUNA IN WATER $4.79
4053 COOKQUIK INSTANT SPANISH RICE $2.19
0840 CQ REFRIED BEANS W/ JALAPEOS JSLJDS $4.63
0110 CREAM CHEESE POUCH $1.69





 




 

 


City Council 14 – 20 9/16/2025
0134 FP MACKEREL IN BRINE $4.55
4550 HEREFORD SHREDDED BEEF 7 OZ $8.99
4300 HOTPEPPER W/JALA CHEESE STICK $4.79
0119 LEGENDARY SALAMI $5.76
4372 LEGENDARY SPICY JALAPENO BEEF SAUSAGE $5.88
3860 MAPLE BROWN SUGAR OATMEAL $0.79
4009 MAYO SQZR lZ $1.29
4051 PEPPER PACK 10 CT $0.39
4019 SALTINE SLEEVE 4Z $1.49
0131 SARDINES IN LOUISIANA HOT SAUCE $4.79
0153 SAYULITA 8 FLOUR TORTILLA 10 CT $4.09
0107 SHREDDED CHICKEN BREAST $8.75
3980 REFRIED PINTO BEANS $4.99
4357 TEXAS TITO'S DILL PICKLE $1.59
4358 TEXAS TITO'S SPICY PICKLE $1.59
4377 TRAIL'S BEST TWIN BEEF STICKS $2.29
0175 TRAILS BEST BEEF & CHEDDAR STICKS $2.29
0159 JALAPENO CHEDDAR CHEESE POUCH $1.49
3257 10 PK SUGAR SUBSTITUTE $1.19
0111 CHEDDAR CHEESE POUCH $1.49
3003 CREAMER 10 CT $1.19
4008 GRAPE JELLY SQZR lZ $0.55
0149 HABANERO CHEDDAR CHEESE CUP $2.59
4207 KETCHUP PC $0.29
4455 MAYO PKT 9GM $0.29
4166 MUSTARD PC $0.29
4193 RANCH DRESSING l.SZ $1.09
4052 SALT PACKS 10 CT $0.39
4106 STRAWBERRY JAM SQZR lZ $0.55
3884 SWEET BABY RAYS BBQ PKT $1.29
3931 TAPATIO HOT SAUCE $0.29





 




 

 


City Council 14 – 21 9/16/2025
Salty Snacks
PLU Item Proposed Price
6001 CHEETOS CRUNCHY $1.89
6068 CHEETOS FH LIMON $1.89
6002 CHEETOS FLAMIN HOT $1.89
6021 CHEETOS JALAPENO $1.89
6388 CHEEZ IT WHITE CHEDDAR $1.89
6009 DORITOS NACHO 1.75Z $1.89
6031 FRITOS CHILI CHEESE $1.89
6020 FRITOS REGULAR $1.89
6010 FRITOS TWIST HONEY BBQ $1.89
6314 HOT PORK RIND lZ $1.89
6026 LAYS REGULAR $1.89
6384 MUNCHIES PB & CHEESE $1.39
6254 PEANUT BUTTER PRETZEL NUGGETS $2.19
6072 PLANTERS SALTED PEANUTS $1.19
6353 RUFFLES SC & CHEDDAR $1.89
6038 SMARTFOOD WHITE CHED POPCORN $1.89
Bakery
PLU Item Proposed Price
5144 APPLE CINNAMON HONEY BUN $2.49
5025 BIG TEXAS CINN ROLL $2.79
5098 BLUEBERRY CHEESE DANISH $2.79
5120 BUDDY BAR $2.29
5149 CIN BROWNSGR TOASTER PASTRY $4.29
0122 DOLLY MADISON CHOC CUPCAKE 2 PK $2.32
5006 DONUT STICKS $2.79
5351 DREAMIES RASPBERRY 4Z $2.79
5072 FAMOUS AMOS COOKIES $1.39
0239 FEBAKERY PRE-SLICED EVERYTHING BAGEL $1.69
5008 FRESHLEYS HONEY BUN ICED 6Z $2.79
5259 GLAZED HONEY BUN FRESHLEYS $2.79





 




 

 


City Council 14 – 22 9/16/2025
5206 GMAS CHOC BROWNIE COOKIES $1.49
5024 GMAS CHOC CHIP COOKIES $1.49
5044 GMAS PB COOKIES $1.49
5243 HOLIDAY COOKIES 90Z $1.99
5425 HOSTESS COFFEE CAKE $1.99
5002 LDM DUPLEX COOKIES 5Z $2.89
5161 LDM LEMON CREAM COOKIE SZ $2.89
5371 LDM PB CREME COOKIES $2.89
5372 LDM STRAWBERRY CREME COOKIES $2.89
5365 LDM VANILLA CREME COOKIES $2.89
5035 NATURE VALLEY GRANOLA OAT&HNY 2PK l.SZ $1.89
5164 RICE KRISPIE TREAT 2.13Z $2.29
5115 STRAWBERRY NUTRIGRAIN $1.59
5151 STRAWBERRY TOASTER PASTRY $4.29
5204 ZINGER CHOCOLATE 3CT $2.32
5218 ZINGER VANILLA 3CT $2.32
General Merchandise
PLU Item Proposed Price
7092 ... ENVELOPES # 10 $0.19
7012 8.5Xll SCRATCH PAD $2.59
7000 9X12 MANILLA ENVELOPE $0.59
7109 BATTERY AA EACH $1.29
7110 BATTERY AAA EACH $1.29
7049 CARD BDAY $2.89
7123 CARD BLANK $2.89
7055 CARD KID BDAY $2.89
7054 CARD LOVE $2.89
7057 CARD MISS YOU $2.89
7021 COLORED PENCILS $3.62
7170 EARBUDSCLEARTECH $8.15
7320 EARBUDS W MICROPHONE $8.49
7145 ENGLISH DICTIONARY $3.49
7022 GOLF PENCIL $0.23





 




 

 


City Council 14 – 23 9/16/2025
7142 LARGE BOWL W/ LID $1.89
7066 NAIL CLIPPERS $1.39
7032 PENCIL CAP ERASERS $0.23
7010 PLAYING CARDS $3.50
7011 RADIO W/ EARBUDS $39.99
7080 READ GLASSES 2.75 $8.99
7042 READ GLASSES 3.00 $8.99
7027 SUDOKU BOOK $2.49
7016 TUMBLER W/ LID $1.09
7068 WASH CLOTH $0.99
4119 WHIRLEY 16 OZ CLEAR THERMAL MUG WITH LID $7.59
7089 WHITE 8.5 X 14 GUMMED PAD $2.59
Postage
PLU Item Proposed Price
2019 STAMP BOOK OF 10 $7.30
2001 STAMPED ENVELOPE $0.79
2002 STAMPED POSTCARD SM $0.90
Clothing
PLU Item Proposed Price
8000 BOXERS 2XL $4.99
8001 BOXERS 3XL $4.99
8002 BOXERS 4XL $6.39
8084 BOXERS SXL $6.39
8003 BOXERS LG $4.99
8004 BOXERS MED $4.99
8005 BOXERS SM $4.99
8006 BOXERS XL $4.99
9705 GRAY SWEATPANTS - S ELASTIC $17.99
8064 GYM SHOE 7 VELCRO $59.99
8065 GYM SHOE 8 VELCRO $59.99
8066 GYM SHOE 9 VELCRO $59.99
8068 GYM SHOE 11 VELCRO $59.99
7977 LEATHER 8 LACE UP ATHLETIC $17.99
7978 LEATHER 9 LACE UP ATHLETIC $17.99
7979 LEATHER 10 LACE UP ATHLETIC $17.99
7980 LEATHER 11 LACE UP ATHLETIC $17.99
8226 SHORTS GRAY 2XL $12.99
8228 SHORTS GRAY 4XL $15.99
8229 SHORTS GRAY SXL $15.99
8224 SHORTS GRAY SZ LG $12.99
8490 SHORTS GRAY SZ MED $12.99
8225 SHORTS GRAY SZ XL $12.99
8396 SLIPON SHOES SZ8 $49.99





 




 

 


City Council 14 – 24 9/16/2025
8399 SLIPON SHOES szn $49.99
8400 SLIPON SHOES SZ12 $49.99
8036 SOCKS $1.69
7955 SWEAT PANT SXL $17.99
8161 SWTPANT GRAY 2XL $17.99
8162 SWTPANT GRAY 3XL $17.99
8163 SWTPANT GRAY 4XL $17.99
8159 SWTPANT GRAY SZ L $17.99
8158 SWTPANT GRAY SZ M $17.99
8160 SWTPANT GRAY XL $17.99
8168 SWTSHIRT GRAY 2XL $14.99
8169 SWTSHIRT GRAY 3XL $18.99
8170 SWTSHIRT GRAY 4XL $18.99
8166 SWTSHIRT GRAY L $12.99
8165 SWTSHIRT GRAY M $12.99
8164 SWTSHIRT GRAY SZ 5 $12.99
8167 SWTSHIRT GRAY XL $12.99
8048 T SHIRT 2XL $8.49
8042 T SHIRT 3XL $8.49
8044 T SHIRT LG $6.29
8045 T SHIRT MED $6.29
8046 T SHIRT SM $6.29
8047 T SHIRT XL $6.29





 




 

 


City Council 14 – 25 9/16/2025
Inmate Population Meal Equivalent Price Per Meal
Low High
101 150 $9.50
151 200 $6.84
201 250 $5.51
251 300 $4.70
301 350 $4.18
351 400 $3.81
401 450 $3.53
219513.1725
City of Santa Ana, California
Effective October 1, 2025 through September 30, 2026





 




 

 


City Council 14 – 26 9/16/2025
Attachment C

FORM OF AMENDMENT FOR IMPLEMENTING MARKET BASKET INCREASES Amendment No. to Operating Agreement
THIS AMENDMENT NO. (the “Amendment”), is entered into this day of , 20 by and between , with offices at (“ ”), and
Aramark Correctional Services, LLC, a Delaware limited liability company, having its principal place of business located at the Aramark Tower, 2400 Market Street, Philadelphia PA 19103 (“Aramark”).

WHEREAS, and Aramark entered into an dated
for the management of the food service operation at (as amended, the “Agreement”); WHEREAS, the parties acknowledge the need to address volatility in the cost of food commodities; and WHEREAS, the parties desire to amend the provisions of the Agreement as follows, effective .

NOW, THEREFORE, in consideration of the foregoing and of the mutual promises in the Agreement and for other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the parties agree as set forth below. Capitalized terms used but not defined in this Amendment have the meanings ascribed to such terms in the Agreement.

1. Price Adjustment: In accordance with [Paragraph of Amendment No. to the Agreement][Paragraph of the Agreement], the parties agree that the price per meal charged to by Aramark shall be changed as set forth on [Schedule 1] hereto as a result of [changes in the Consumer Price Index][changes in the Market Basket of Products][mutual agreement of the parties]. This price shall be effective from , 20 through , 20 . , and shall
supersede in all respects the price per meal set forth in [Paragraph [ ] of the Agreement][and Attachment C of the Agreement] or in any other prior agreements between the parties.

2. Release: The methodology used to determine the price increase described above has been reviewed and accepted by the parties. By their execution of this Amendment, each party hereby waives and releases any and all claims it may have based upon or arising out of any such methodology (including the elements thereof) used to calculate the price per meal as set forth in this Amendment, and further agrees not to bring any action, suit or proceeding challenging such methodology or calculation.

3. Ratification: Except as specifically set forth herein, all other terms and provisions of the Agreement shall remain unaffected by this Amendment and continue in full force and effect IN WITNESS WHEREOF, the parties hereto have caused this Amendment No. to be signed by their duly authorized representatives the day and year first written above.

Aramark Correctional Services, LLC [ ]
By: By:

Name: Name:

Title: Title:





 




 

 


City Council 14 – 27 9/16/2025
SCHEDULE 1
[attach updated price schedule for Amendment]
Inmate Population Price Per Meal ($)
(Average Daily Population for applicable period)
Low High Rate
0 **TBD
above
219513.1725
Effective
City,
through





 




 

 


City Council 14 – 28 9/16/2025
Attachment D
Sample Client Statement - Market Basket of Products Calculation [INSERT CLIENT NAME] Exhibit
Sample Market Basket Price Redetermination Statement
(All)
Market Basket Price Redetermination Statement
CATEGORY arket Basket
Weighting
August BLS
Market Basket CPI
Index
Weighted CPI %
Cereals and Bakery Products 10.48% 5.99% 0.63%
Meats, Poultry, Fish and Eggs 20.41% 0.02% 0.00%
Dairy and Related Products 10.40% 0.31% 0.03%
Fruits and Vegetables 13.23% 2.10% 0.28%
Non-Alcoholic Beverages and
Beverage Materials

5.41% 5.80% 0.31%
Other Food at Home 40.07% 4.49% 1.80%
TOTAL 100.00% 3.06%
August FY 2023 CPI Food Away from Home Index 6.54%
Greater of Market Basket to August CPI - Food Away from Home 6.54% 219513.1725
Notes
ƒ * This category includes all menu items that are not otherwise included in another Menu Category. ARAMARK applies the BLS CPI Food index to the “Grocery” Menu Category for the calculation. The “Food” index encompasses the items in all Menu Categories in addition to food items not used at the facility or facilities covered by this Agreement.





 




 

 


City Council 14 – 29 9/16/2025
Police Department
www.santa-ana.org/pd
Item # 15
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
September 16, 2025
TOPIC: Rotational Towing and Storage Services

AGENDA TITLE
Third Amendments for Rotational Towing and Storage Services for the Police Department

RECOMMENDED ACTION
Authorize the City Manager to execute the third amendment to the agreements with the following rotational towing service contractors and amend the scope of services to allow for the option and ability to store and release vehicles and/or contents in an area close to, but outside of, the corporate City limits (Agreement Nos. A-2025-XXX):
• Standard Enterprises, Inc., dba To’ N’ Mo’;
• B&D Towing, Inc.; and
• MetroPro Road Services, Inc.

GOVERNMENT CODE §84308 APPLIES: Yes

DISCUSSION
The Santa Ana Police Department routinely encounters the need to have vehicles towed or stored for a variety of reasons and depends upon private sector partners skilled in the area of towing operations to accomplish this objective. The City currently contracts with four (4) tow companies to provide necessary towing services on a rotational basis. Towing services may include, but are not limited to, towing vehicles from public or private property at the direction of Police employees, owner’s request for a tow made via the Police Department, the storage of vehicles, the secure storage of vehicles containing evidentiary value, debris clean-up and removal, recovery services, and administrative oversight of vehicles in the custody of the contractor.

On August 17, 2021, the City Council approved agreements with four (4) tow companies to provide towing and storage services upon selection from a Request for Proposal (RFP) process. The original agreements covered an initial three-year term through August 31, 2024. On May 1, 2023, the first amendment to the agreement was executed to allow for a two percent increase of the towing rate as authorized under the agreement. On August 6, 2024, the City Council approved the second amendment to City Council 15 – 1 9/16/2025
Rotational Towing and Storage Services
September 16, 2025