Santa Ana City Council
November 4, 2025

The City of Santa Ana became a member of CEDA in 2015 by adopting City Council Resolution No. 2015-002, authorizing the City to enter into the Joint Powers Agreement that formed CEDA.

Through this membership:

• The City is represented as one of CEDA’s member jurisdictions. • The City may request that CEDA issue bonds for qualifying projects located within Santa Ana.
• The City retains local control over whether to approve each financing that takes place within its boundaries.

Membership does not create any financial or legal obligation for the City. CEDA’s bond issuances are conduit financings, meaning the repayment responsibility lies solely with the private borrower benefiting from the funds, not the City or CEDA’s members.

Project Description
3130 South Fairview LLC, a California limited liability company, and Robinson Pharma, Inc., a California corporation, are requesting CEDA’s assistance in issuing taxable bonds in an amount not to exceed $40,000,000 to finance, refinance, and/or reimburse the costs associated with the manufacturing facilities located at 3130 South Fairview Street, Santa Ana, California 92704 (the “Property”).

Headquartered in Santa Ana for more than 37 years, Robinson Pharma, Inc. is a leading dietary supplement manufacturer with multiple state-of-the-art production and warehouse facilities totaling over one million square feet. Employing more than 870 individuals locally, Robinson Pharma plays a key role in strengthening Santa Ana’s manufacturing sector and enhancing the City’s reputation as a center for advanced manufacturing and innovation.

Economically, Robinson Pharma contributes to Santa Ana through significant job creation, capital investment, and ongoing tax revenue. The company’s continued expansion has generated employment opportunities across production, logistics, and administrative fields while supporting local contractors and suppliers. Overall, Robinson Pharma serves as a key anchor business within Santa Ana’s industrial base, enhancing economic stability and growth for the community. The acquisition of the Property will enable Robinson Pharma, Inc. to expand its manufacturing operations within the City of Santa Ana. Following its completion in June 2024 as a speculative construction “spec” development, the building at 3130 South Fairview Street remained vacant until Robinson Pharma expressed interest in expanding its local operations by occupying the subject structure. If its occupancy is ultimately approved, Robinson Pharma would become the new building’s first tenant, ending its 16-month vacancy.

Pursuant to Section 91530(f) of the California Industrial Development Financing Act (Title 10 of the California Government Code) and the Joint Exercise of Powers Act City Council 22 – 2 11/4/2025
Issuance of taxable bonds by CEDA for Robinson Pharma
November 4, 2025

(Chapter 5 of Division 7 of Title 1 of the Government Code, commencing with Section 6500), City Council approval is required for the issuance of the bonds.

Conduit revenue bonds are a specialized form of financing in which the borrower, rather than the issuing agency such as CEDA, is solely responsible for repaying the debt. The City has no financial obligation for the repayment of these bonds. In this case, the bonds will be repaid entirely through payments made by the borrower under a loan or financing agreement. The bonds will be purchased and held by a qualified institutional buyer.

It is important to note that the bonds do not represent a debt or financial obligation of the Authority, the City of Santa Ana, or any other member agency. Neither the City’s credit, taxing power, nor any public funds are pledged toward repayment of the bonds.

ENVIRONMENTAL IMPACT
Section 15061(b)(3) of the California Environmental Quality Act (CEQA) Guidelines provides that CEQA only applies to projects, which have the potential for causing a significant effect on the environment. 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, the activity is not subject to CEQA. The activity at issue is the adoption of a resolution approving the issuance of taxable revenue bonds by CEDA to finance, refinance and/or reimburse the cost of manufacturing facilities for the benefit of Robinson Pharma, Inc. The manufacturing facilities consist of recently constructed 82,000 square foot industrial building, that includes 10,000 square-feet of office space.

The adoption of the resolution is solely for the purpose of satisfying the requirements of CEDA to issue $40,000,000 in taxable revenue bonds for 3130 South Fairview Street.

The City Council’s action does not involve the approval of any physical development or activity that would have the potential for causing a significant effect on the environment.

Therefore, the proposed action does not constitute approval of a project under CEQA and is not subject to CEQA.

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

EXHIBIT(S)

1. Resolution approving issuance of California Enterprise Development Authority (CEDA) Bonds
Submitted By: Michael L. Garcia, Executive Director - Community Development Agency Approved By: Alvaro Nuñez, City Manager
City Council 22 – 3 11/4/2025
Resolution No. 2025-XXX

EXHIBIT 1
RESOLUTION NO. 2025-XXX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA ANA, APPROVING THE ISSUANCE OF NOT TO EXCEED $40,000,000

TAXABLE REVENUE BONDS BY THE CALIFORNIA ENTERPRISE
DEVELOPMENT AUTHORITY FOR 3130 SOUTH FAIRVIEW STREET
WHEREAS, 3130 South Fairview LLC, a California limited liability company (“Fairview”), and Robinson Pharma, Inc., a California corporation (“Robinson” and, together with Fairview, the “Applicants”), have requested the California Enterprise Development Authority (the “Authority”) to issue, from time to time, pursuant to a plan of finance, of one or more series of its taxable bonds, notes, or other evidence of indebtedness in an amount not to exceed $40,000,000 (the “Bonds”), the proceeds of which are to be loaned to one or both of the Applicants and/or related or successor entities (collectively, the “Borrowers”) for the purpose of (a) financing, refinancing and/or reimbursing the cost of the acquisition, improvement and equipping of the real property and improvements located at 3130 South Fairview Street, Santa Ana, California 92704; and (b) paying certain financing costs and costs of issuance in connection with the Bonds (collectively, the “Project”); and
WHEREAS, pursuant to Section 91530(f) of the California Industrial Development Financing Act (constituting Title 10 of the California Government Code) (the “Government Code”), the issuance of the Bonds by the Authority must be approved by the local agency having jurisdiction over the area in which all or a portion of the Project is located; and WHEREAS, the Project is located within the territorial limits of the City of Santa Ana (the “City”); and
WHEREAS, the Authority and the Borrowers have requested that the City Council approve the issuance of the Bonds by the Authority in order to satisfy the requirements of Section 91530(f) of the Government Code; and WHEREAS, it is in the public interest and for the public benefit that the City Council approve the issuance of the Bonds by the Authority for the aforesaid purposes.

NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Santa Ana as follows:

Section 1. On information and belief, the foregoing recitals are true and correct.

Section 2. The City Council hereby approves the issuance of the Bonds by the Authority for the purpose of financing, refinancing and/or reimbursing the cost of the Project. It is the purpose and intent of the City Council that this resolution constitute approval of the issuance of the Bonds by the Authority for the purposes of Section 91530(f) of the Government Code.

City Council 22 – 4 11/4/2025
Resolution No. 2025-XXX

Section 3. The issuance of the Bonds shall be subject to the approval of the Authority of all financing documents relating thereto to which the Authority is a party.

Neither the City, official, officer nor any department thereof shall have any responsibility or liability whatsoever with respect to the Bonds or the Project.

Section 4. The adoption of this Resolution shall not obligate the City, official, officer, or any department thereof to (i) provide any financing with respect to the Project; (ii) approve any application or request for or take any other action in connection with any planning approval, permit or other action necessary with respect to the Project; (iii) make any contribution or advance any funds whatsoever to the Authority or the Borrowers; or (iv) take any further action with respect to the Authority or its membership therein.

Section 5. The City Manager and applicable Executive Directors of the City are hereby authorized and directed, jointly and severally, to do any and all things and to execute and deliver any and all documents which they deem necessary or advisable in order to carry out, give effect to and comply with the terms and intent of this resolution and the financing transaction approved hereby.

Section 6. This resolution shall take effect immediately upon its adoption.

City Council 22 – 5 11/4/2025
Resolution No. 2025-XXX

ADOPTED on this 4
th day of November, 2025.

Valerie Amezcua
Mayor
APPROVED AS TO FORM:

Sonia R. Carvalho, City Attorney
By:

Andrea Garcia-Miller
Senior Assistant City Attorney
AYES: Councilmembers
NOES: Councilmembers
ABSTAIN: Councilmembers
NOT PRESENT: Councilmembers

CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, JENNIFER L. HALL, City Clerk, do hereby attest to and certify the attached Resolution No. 2025-XXX to be the original resolution adopted by the City Council of the City of Santa Ana on .

Date:

City Clerk
City of Santa Ana
City Council 22 – 6 11/4/2025
Public Works Agency
www.santa-ana.org/pw
Item # 23
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
November 4, 2025
TOPIC: Public Works Water Quality Report and Public Health Goals

AGENDA TITLE
Public Hearing – Approve the Report on Water Quality Relative to the Public Health Goals for Public Distribution
Legal notice published in the OC Reporter on October 24, 2025.

RECOMMENDED ACTION
Approve the City of Santa Ana 2025 Public Health Goals Report for Public Distribution.

GOVERNMENT CODE §84308 APPLIES: No

DISCUSSION
The Public Works Agency Water Resources Division (PWA) operates and maintains the City’s water and sanitary sewer systems. The water system is comprised of approximately 480 miles of water main, 21 groundwater wells, seven pump stations, 10 reservoirs with a storage capacity of 49 million gallons, four pressure regulating stations, and seven connection points to Metropolitan Water District. The system has an average daily demand of 30 million gallons from its roughly 45,500 metered service connections.

Background
Public water systems are highly regulated to ensure the safety and reliability of drinking water. The United States Environmental Protection Agency (USEPA) establishes Maximum Contaminant Levels (MCLs) for various substances to protect public health.

All public water systems, including the City of Santa Ana’s, must comply with these stringent federal standards.

In addition, the California Environmental Protection Agency’s Office of Environmental Health Hazard Assessment (OEHHA) establishes Public Health Goals (PHGs) for contaminants in drinking water. PHGs represent aspirational targets, set at concentrations far lower than MCLs, that public water systems are encouraged, but not required, to meet. Achieving PHGs may be technically feasible; however, doing so is often impractical due to the high cost and limited public health benefits relative to existing standards.

City Council 23 – 1 11/4/2025
Report on Water Quality Relative to the Public Health Goals November 4, 2025

Public Health Goal Report
Pursuant to the California Health and Safety Code Section 116470, the City must prepare a report every three years identifying instances where detected contaminants in drinking water exceed PHGs (Exhibit 1). The report is then forwarded to the State Water Resources Control Board, Division of Water (DDW) for use in revising or developing an MCL in drinking water. For calendar years 2022 through 2024, the City’s drinking water exceeded PHGs for naturally occurring elements, such as arsenic, radium, uranium, hexavalent chromium, gross alpha particle activity, and gross beta particle activity, as well as for bromate, perchlorate, perfluorooctanesulfonic acid (PFOS), and perfluorooctanoic acid (PFOA).

Importantly, the City’s drinking water continues to meet or exceed all federal and state drinking water standards established by the USEPA, DDW. These standards are designed to ensure water safety and protect public health.

The report also provides cost estimates for implementing the best available treatment technologies to reduce these contaminants further, such as ion exchange and reverse osmosis. The estimated annual cost to achieve PHG levels ranges from $14.1 million to $99.5 million, which would impose an extraordinary financial burden on the community.

Given the substantial costs and the fact that the City’s water meets all mandatory health and safety standards, no additional treatment programs are proposed at this time.

In accordance with state law, the City is required to hold a public hearing to receive and respond to comments on the PHG report prior to making available for public distribution.

This hearing fulfills that statutory requirement. Once approved, Staff will submit a copy to DDW and publish the report on the City’s website.

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

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

EXHIBIT(S)

1. City of Santa Ana Report on Water Quality Relative to Public Health Goals Submitted By: Rodolfo Rosas, P.E., Acting Executive Director – Public Works Agency Approved By: Alvaro Nuñez, City Manager
City Council 23 – 2 11/4/2025

CITY OF SANTA ANA
2025 PUBLIC HEALTH GOALS REPORT
JUNE 2025
City Council 23 – 3 11/4/2025

City of Santa Ana 1 2025 PHGs Report
2025 Public Health Goals (PHGs) Report
City of Santa Ana

1.0 Introduction
Under the Calderon-Sher Safe Drinking Water Act of 1996 public water systems in California serving greater than 10,000 service connections must prepare a report containing information on 1) detection of any contaminant in drinking water at a level exceeding a Public Health Goal (PHG), 2) estimate of costs to remove detected contaminants to below the PHG using Best Available Technology (BAT), and 3) health risks for each contaminant exceeding a PHG. This report must be made available to the public every three years. The initial PHGs Report was due on July 1, 1998, and subsequent reports are due every three years thereafter.

The 2025 PHGs Report has been prepared to address the requirements set forth in Section 116470 of the California Health and Safety Code. It is based on water quality analyses during calendar years 2022, 2023, and 2024 or, if certain analyses were not performed during those years, the most recent data is used. The 2025 PHGs Report has been designed to be as informative as possible, without unnecessary duplication of information contained in the Consumer Confidence Report (also known as Water Quality Report), which is provided to customers by July 1 of each year.

There are no regulations explaining requirements for the preparation of PHGs reports. A workgroup of the Association of California Water Agencies (ACWA) Water Quality Committee has prepared suggested guidelines for water utilities to use in preparing PHGs reports. The ACWA guidelines were used in the preparation of this 2025 PHGs Report. These guidelines include tables of cost estimates for BAT. The State of California (State) provides ACWA with numerical health risks and category of health risk information for contaminants with PHGs. This health risk information is appended to the ACWA guidelines.

2.0 California Drinking Water Regulatory Process
California Health and Safety Code Section 116365 requires the State to develop a PHG for every contaminant with a primary drinking water standard or for any contaminant the State is City Council 23 – 4 11/4/2025

City of Santa Ana 2 2025 PHGs Report
proposing to regulate with a primary drinking water standard. A PHG is the level of a contaminant in drinking water that poses no significant health risk if consumed for a lifetime.

The process of establishing a PHG is a risk assessment based strictly on human health considerations. PHGs are recommended targets and are not required to be met by any public water system.

The State office designated to develop PHGs is the California Environmental Protection Agency’s Office of Environmental Health Hazard Assessment (OEHHA). The PHG is then forwarded to the State Water Resources Control Board, Division of Drinking Water (DDW) for use in revising or developing a Maximum Contaminant Level (MCL) in drinking water. The MCL is the highest level of a contaminant that is allowed in drinking water. State MCLs cannot be less stringent than federal MCLs and must be as close as is technically and economically feasible to the PHGs. DDW is required to take treatment technologies and cost of compliance into account when setting an MCL. Each MCL is reviewed at least once every five years.

Two radiological contaminants (gross alpha particle activity and gross beta particle activity) have MCLs but do not yet have designated PHGs. For these contaminants, the Maximum Contaminant Level Goal (MCLG), the federal U.S. Environmental Protection Agency (USEPA) equivalent of PHGs, is used in the 2025 PHGs Report.

3.0 Identification of Contaminants
Section 116470(b)(1) of the Health and Safety Code requires public water systems serving more than 10,000 service connections to identify each contaminant detected in drinking water that exceeded the applicable PHG. Section 116470(f) requires the MCLG to be used for comparison if there is no applicable PHG.

The City of Santa Ana (City) water system has approximately 45,652 service connections. The following constituents were detected at one or more locations within the drinking water system at levels that exceeded the applicable PHGs or MCLGs:
 Arsenic – naturally-occurring in local groundwater.

City Council 23 – 5 11/4/2025

City of Santa Ana 3 2025 PHGs Report
 Bromate – formed when naturally-occurring bromide reacts with ozone during the disinfection process in treated surface water purchased from the Metropolitan Water District of Southern California (MWDSC).
 Gross alpha particle activity (gross alpha) – naturally-occurring in local groundwater and in treated surface water purchased from MWDSC.
 Gross beta particle activity (gross beta) – naturally-occurring in treated surface water purchased from MWDSC; not required to be tested in local groundwater.  Hexavalent Chromium – naturally-occurring in local groundwater.  Perchlorate – industrial contamination in local groundwater.  Perfluorooctanesulfonic acid (PFOS) – industrial contamination in local groundwater.  Perfluorooctanoic acid (PFOA) – industrial contamination in local groundwater.  Radium, Combined, is the sum of Radium-226 and Radium-228 – naturally-occurring in treated surface water purchased from MWDSC.
 Uranium – naturally-occurring in local groundwater and in treated surface water purchased from MWDSC.

The accompanying table shows the applicable PHG or MCLG and MCL for each contaminant identified above. The table includes the maximum, minimum, and average concentrations of each contaminant in drinking water supplied by the City in calendar years 2022 through 2024.

4.0 Numerical Public Health Risks
Section 116470(b)(2) of the Health and Safety Code requires disclosure of the numerical public health risk, determined by OEHHA, associated with the MCLs, PHGs and MCLGs. Available numerical health risks developed by OEHHA for the contaminants identified above are shown on the accompany table. Only numerical risks associated with cancer-causing chemicals have been quantified by OEHHA.

Arsenic – OEHHA has determined the health risk associated with the PHG is 1 excess case of cancer in a million people and the risk associated with the MCL is 2.5 excess cases of cancer in 1,000 people exposed over a 70-year lifetime.

City Council 23 – 6 11/4/2025

City of Santa Ana 4 2025 PHGs Report
Bromate – OEHHA has determined the health risk associated with the PHG is 1 excess case of cancer in a million people and the risk associated with the MCL is 1 excess case of cancer in 10,000 people exposed over a 70-year lifetime.

Gross Alpha – OEHHA has not established a PHG. USEPA has established an MCLG of 0.

USEPA has determined the risk associated with the MCL is 1 excess case of cancer in 1,000 people exposed over a 70-year lifetime for the most potent alpha emitter.

Gross Beta – OEHHA has not established a PHG. USEPA has established an MCLG of 0.

USEPA has determined the risk associated with the MCL is 2 excess cases of cancer in 1,000 people exposed over a 70-year lifetime for the most potent beta emitter.

Hexavalent Chromium – OEHHA has determined the health risk associated with the PHG is 1 excess case of cancer in a million people and the risk associated with the MCL is 5 excess cases of cancer in 10,000 people exposed over a 70-year lifetime.

Perchlorate – OEHHA has not established a numerical health risk for perchlorate because PHGs for non-carcinogenic chemicals in drinking water are set at a concentration at which no known or anticipated adverse health risks will occur, with an adequate margin of safety.

PFOS – OEHHA has determined the health risk associated with the PHG is 1 excess case of cancer in a million people. There is no California MCL for PFOS; therefore, the risk information associated with the MCL is not available/applicable.

PFOA – OEHHA has determined the health risk associated with the PHG is 1 excess case of cancer in a million people. There is no California MCL for PFOA; therefore, the risk information associated with the MCL is not available/applicable.

Radium, Combined – OEHHA has determined that the health risk associated with the PHG is 1 excess case of cancer in one million people over a 70-year lifetime exposure; and the risk associated with the MCL is 1 excess case of cancer in 10,000 people for radium-226 and 3 excess cases of cancer in 10,000 people for radium-228 over a 70-year lifetime exposure.

City Council 23 – 7 11/4/2025

City of Santa Ana 5 2025 PHGs Report
Uranium – OEHHA has determined the health risk associated with the PHG is 1 excess case of cancer in a million people and the risk associated with the MCL is 5 excess cases of cancer in 100,000 people exposed over a 70-year lifetime.

5.0 Identification of Risk Categories
Section 116470(b)(3) of the Health and Safety Code requires identification of the category of risk to public health associated with exposure to the contaminant in drinking water, including a brief, plainly worded description of those terms. The risk categories and definitions for the contaminants identified above are shown on the accompanying table.

6.0 Description of Best Available Technology
Section 116470(b)(4) of the Health and Safety Code requires a description of the BAT, if any is available on a commercial basis, to remove or reduce the concentrations of the contaminants identified above. The BATs are shown on the accompanying table.

7.0 Costs of Using Best Available Technologies and Intended Actions Section 116470(b)(5) of the Health and Safety Code requires an estimate of the aggregate cost and cost per customer of utilizing the BATs identified to reduce the concentration of a contaminant to a level at or below the PHG or MCLG. In addition, Section 116470(b)(6) requires a brief description of any actions the water purveyor intends to take to reduce the concentration of the contaminant and the basis for that decision.

Arsenic – The BATs for removal of arsenic in water for large water systems are: activated alumina, coagulation/filtration, electrodialysis, ion exchange, lime softening, oxidation/filtration, and reverse osmosis. Arsenic was detected above the PHG in the local groundwater (Well 37).

The City is in compliance with the MCL for arsenic. The estimated cost to reduce arsenic levels in the groundwater to below the PHG of 0.004 microgram per liter (µg/l) using ion exchange was calculated. Because the DDW detection limit for purposes of reporting (DLR) for arsenic is 2 µg/l, treating arsenic to below the PHG level means treating arsenic to below the DLR of 2 µg/l.

There are numerous factors that may influence the actual cost of reducing arsenic levels to the City Council 23 – 8 11/4/2025

City of Santa Ana 6 2025 PHGs Report
PHG. Achieving the water quality goal for arsenic could be approximately $2,610,000 per year, or $57 per service connection per year.

Bromate – The BATs for removal of bromate in water for large water systems are:
coagulation/filtration optimization, granular activated carbon, and reverse osmosis. Bromate was detected above the PHG in the treated surface water purchased from MWDSC. The City is in compliance with the MCL for bromate. The estimated cost to reduce bromate levels in MWDSC water to below the PHG of 0.1 µg/l using reverse osmosis was calculated. Because the DLR for bromate is 1 µg/l, treating bromate to below the PHG level means treating bromate to below the DLR of 1 µg/l. There are numerous factors that may influence the actual cost of reducing bromate levels to the PHG. Achieving the water quality goal for bromate could range from approximately $2,020,000 to $17,300,000 per year, or between $44 and $379 per service connection per year.

Gross Alpha, Gross Beta, Combined Radium, and Uranium – The only BAT for the removal of gross alpha in water for large water systems is reverse osmosis, which can also remove gross beta, combined radium, and uranium, if detected. Gross alpha was detected above the MCLG in the local groundwater (Wells 18, 20, 21, 24, 26, 29, 30, 35, 36, 37, 39, 40, and 41) and treated surface water purchased from MWDSC. Gross beta was detected above the MCLG in the treated surface water purchased from MWDSC. Combined radium was detected above the MCLG in the treated surface water purchased from MWDSC. Uranium was detected above the PHG in the local groundwater (Wells 18, 20, 21, 24, 30, 33, 35, 36, 37, 39, 40, and 41) and treated surface water purchased from MWDSC. The cost of providing treatment using reverse osmosis to reduce gross alpha levels to the MCLG of 0 picoCurie per liter (pCi/l) (and consequently gross beta to below the MCLG of 0 pCi/l, combined radium to below the MCLG of 0 pCi/l, and uranium in to below the PHG of 0.43 pCi/l) was calculated. Because the DLR for gross alpha is 3 pCi/l, treating gross alpha to 0 pCi/l means treating it to below the DLR of 3 pCi/l (and treating gross beta, radium-226, radium-228, and uranium to below their respective DLRs of 4 pCi/l, 1 pCi/l, 1 pCi/l, and 1 pCi/l). Achieving the water quality goal for gross alpha could range from $10,500,000 to $89,800,000 per year, or between $230 and $1,970 per service connection per year.

Hexavalent Chromium – The BATs for removal of hexavalent chromium in water for large water systems are: ion exchange, reduction/coagulation/filtration, and reverse osmosis.

City Council 23 – 9 11/4/2025

City of Santa Ana 7 2025 PHGs Report
Hexavalent chromium was detected above the PHG in the local groundwater (Wells 18, 20, 21, 24, 26, 29, 30, 33, 34, 35, 36, 37, 39, 40, and 41). The City is in compliance with the MCL for hexavalent chromium. The estimated cost to reduce hexavalent chromium levels in the groundwater to below the PHG of 0.02 µg/l using reduction/coagulation/filtration was calculated.

Because the DLR for hexavalent chromium is 0.1 µg/l, treating hexavalent chromium to below the PHG level means treating hexavalent chromium to below the DLR of 0.1 µg/l. There are numerous factors that may influence the actual cost of reducing hexavalent chromium levels to the PHG. Achieving the water quality goal for hexavalent chromium could be approximately $17,800,000 to $111,000,000 per year, or between $390 and $2,440 per service connection per year.

Perchlorate – The BATs for removal of perchlorate in water for large water systems are ion exchange and biological fluidized bed reactor. Perchlorate was detected above the PHG in the local groundwater (Wells 18, 20, 21, 24, 26, 30, 35, 36, and 39). The City is in compliance with the MCL for perchlorate. The estimated cost to reduce perchlorate levels in the groundwater to below the PHG of 1 µg/l using ion exchange was calculated. Because the DLR for perchlorate is 1 µg/l, treating perchlorate to below the PHG level means treating perchlorate to below the DLR of 1 µg/l. There are numerous factors that may influence the actual cost of reducing perchlorate levels to the PHG. Achieving the water quality goal for perchlorate could be approximately $3,370,000 to $7,400,000 per year, or between $74 and $162 per service connection per year.

PFOS and PFOA – The BATs for removal of PFOS and PFOA in water for large water systems are: granular activated carbon, ion exchange, and reverse osmosis. PFOS and PFOA were detected above their respective PHGs in the local groundwater (Wells 18, 24, 26, 29, 33, 36, 39, 40, and 41). The City is in compliance with the State requirements for PFOS and PFOA. The estimated cost to reduce PFOS and PFOA levels in the groundwater to below their respective PHGs of 1 nanogram per liter (ng/l) and 0.007 ng/l using ion exchange was calculated.

Because the DDW Consumer Confidence Report Detection Level (CCRDL) for PFOS and PFOA is 4 ng/l, treating PFOS and PFOA to below their respective PHG levels means treating PFOS and PFOA to below the CCRDL of 4 ng/l. There are numerous factors that may influence the actual cost of reducing PFOS and PFOA levels to their respective PHGs. Achieving the water quality goal for PFOS and PFOA could be approximately $4,450,000 to $60,800,000 per year, or between $97 and $1,330 per service connection per year.

City Council 23 – 10 11/4/2025

City of Santa Ana 8 2025 PHGs Report
All Contaminants – In addition, a cost estimate to treat all water produced by the City using ion exchange and reverse osmosis to remove all the contaminants detected above the PHGs or MCLGs was calculated. All the contaminants listed in the accompanying table may be removed to non-detectable levels by ion exchange and reverse osmosis. As shown on the accompanying table, achieving the water quality goals for all contaminants using ion exchange and reverse osmosis could range from $14,100,000 to $99,500,000 per year, or between $309 and $2,180 per service connection per year.

For additional information, please contact the Water Resources Division at [email protected], or write to the City of Santa Ana, 220 S. Daisy Avenue, Santa Ana, California 92703
J:\2605\2605-004 - Santa Ana 2025 PHG\Santa Ana_2025 PHG_text_Final.docx City Council 23 – 11 11/4/2025

UNITS PHG MCL DLR CATEGORY CANCER RISK CANCER BEST AGGREGATE COST PER

PARAMETER OF OR OR AVERAGE RANGE OF AT PHG RISK AVAILABLE COST SERVICE CONNECTION MEASUREMENT (MCLG)* (CCRDL) RISK OR MCLG AT MCL TECHNOLOGIES PER YEAR PER YEAR INORGANIC CHEMICALSArsenic μg/l 0.004 10 2 ND ND - 2.5 C 1 x 10-6 2.5 x 10-3

AA,C/F,E,IE,LS,O/F,R
O $2,610,000 (a) $57 (a)
Bromate μg/l 0.1 10 1 ND ND - 7.6 C 1 x 10-6 1 x 10-4 C/F, GAC, RO $2,020,000 - $17,300,000 (b) $44 - 379 (b)Hexavalent Chromium μg/l 0.02 10 0.1 0.7 0.29 - 2.3 C 1 x 10-6 5 x 10-4 IE, R/C/F, RO $17,800,000 - $111,000,000 (c) $390 - $2,440 (c)Perchlorate μg/l 1 6 1 ND ND - 3.3 E NA NA IE, BFBR $3,370,000 - $7,400,000 (d) $74 - $162 (d) ORGANIC CHEMICALSPerfluorooctanesulfonic Acid (PFOS) ng/l 1 4 ** (4) ND ND - 22 *** C 1 x 10-6 (e) GAC, IE, RO $4,450,000 - $60,800,000 (f) $97 - $1,330 (f) Perfluorooctanoic Acid (PFOA) ng/l 0.007 4 ** (4) ND ND - 15 *** C 1 x 10-6 (e) GAC, IE, RO -- -- RADIOLOGICALGross Alpha Particle Activity pCi/l (0) 15 3 ND ND - 5 C 0 1 x 10-3 RO $10,500,000 - $89,800,000 (g) $230 - $1,970 (g) Gross Beta Particle Activity pCi/l (0) 50 4 ND ND - 9 C 0 2 x 10-3 IE, RO -- -- Radium, Combined (h) pCi/l (0) 5 1 (h) ND ND - 1
C 1 x 10-6 3 x 10-4 IE, LS, RO -- --
Uranium pCi/l 0.43 20 1 2 ND - 5.8 C 1 x 10-6 5 x 10-5 IE, RO, LS,C/F -- -- ALL CONTAMINANTS -- -- -- -- -- -- -- -- -- IE and RO $14,100,000 - $99,500,000 (i) $309 - $2,180 (i)* MCLGs are shown in parentheses. MCLGs are provided only when no applicable PHG exists.** Federal MCL*** Range of detections reported before the effective Federal MCL compliance date of April 26, 2029. TREATMENT TECHNOLOGIES AA = Activated Aluminum
RISK CATEGORIES BFBR = Biological fluidized Bed ReactorC (Carcinogen) = A substance that is capable of producing cancer. C/F = Coagulation/FiltrationE (Endocrine Toxicity and Developmental Toxicity) = A substance that can affect the thyroid or cause neurodevelopmental deficits. E = Electrodialysis GAC = Granular Activated Carbon
NOTES IE = Ion ExchangeCCRDL = Consumer Confidence Report Detection Level LS = Lime SofteningDLR = Detection Limit for Purposes of Reporting O/F = Oxidation/FiltrationMCL = Maximum Contaminant Level R/C/F = Reduction/Coagulation/FiltrationMCLG = Maximum Contaminant Level Goal RO = Reverse Osmosis μg/l = micrograms per liter or parts per billion
NA = Not ApplicableND = Not Detectedng/l = nanograms per liter or parts per trillionpCi/l = picoCuries per literPHG = Public Health Goal (a) Estimated cost to remove arsenic using IE.(b) Estimated cost to remove bromate using RO.(c) Estimated cost to remove hexavalent chromium using R/C/F. (d) Estimated cost to remove perchlorate using IE.(e) Not applicable. Cancer risk cannot be calculated.(f) Estimated cost to remove PFOS and PFOA using IE.(g) Estimated cost to remove gross alpha particle activity using RO, which also removes combined radium, gross beta particle activity, and uranium. (h) As the sum of radium-226 and radium-228. DLRs for radium-226 and radium-228 is 1 pCi/L and 1 pCi/L, respectively.(i) Assuming treating the entire production by IE and RO, which can remove all contaminants listed in the above table to below the detectable levels. 2025 PUBLIC HEALTH GOALS REPORT

CITY OF SANTA ANA

CONCENTRATION
J:\2605\2605-004 - Santa Ana 2025 PHG\Santa Ana_phgtable_2025_Final.xlsx City Council 23 – 12 11/4/2025
HOUSING AUTHORITY 1 October 7, 2025
DRAFT Minutes of the Regular Meeting
of the Housing Authority
Santa Ana, California
October 7, 2025

CALL TO ORDER
MINUTES: Chair Amezcua called the Housing Authority Meeting to order at 9:21 P.M.

ATTENDANCE Authority Members Phil Bacerra
Johnathan Ryan Hernandez
Jessie Lopez
David Penaloza
Thai Viet Phan
Vice Chair Benjamin Vazquez
Chair Valerie Amezcua
City Manager Alvaro Nuñez
City Attorney Sonia R. Carvalho
Recording Secretary Jennifer L. Hall

ROLL CALL
MINUTES: Secretary Jennifer L. Hall conducted Roll Call.

Chair Amezcua, Vice Chair Vazquez, and Authority Members Bacerra, Hernandez (arrived at 9:23 P.M.) Lopez, Penaloza, and Phan were present.

ADDITIONS\DELETIONS TO THE HOUSING AUTHORITY AGENDA
MINUTES: None.

City Council 2 – 1 11/4/2025
HOUSING AUTHORITY 2 October 7, 2025
PUBLIC COMMENTS – Members of the public may address Housing Authority on items on the Housing Authority agenda.

MINUTES: The following speaker addressed the Housing Authority via teleconference:

Nadia Nelly spoke regarding concerns with parking, homelessness, and property issues on First Street.

RECOMMENDED ACTION: Approve staff recommendations on the following Consent Calendar Items: 1 through 3.

MINUTES: At 9:25 P.M., the Consent Calendar was considered.

MOTION: Authority Member Hernandez moved to approve staffrecommendations on the following Consent Calendar Items: 1 through 3, seconded by Chair Amezcua.

The motion carried, 7-0, by the following roll call vote:

AYES:

NOES:

ABSTAIN:

ABSENT:

AUTHORITY MEMBER BACERRA, AUTHORITY MEMBER

HERNANDEZ, AUTHORITY MEMBER LOPEZ, AUTHORITY

PENALOZA, AUTHORITY MEMBER PHAN, VICE CHAIR

VAZQUEZ, CHAIR AMEZCUA
NONE
NONE
NONE
Status: 7 – 0 - Pass

1. Excused Absences
Department(s): City Clerk’s Office
Recommended Action: Excuse the absent members.

2. Minutes from the Regular Adjourned and Special Meeting of August 19, 2025 Department(s): City Clerk’s Office
Recommended Action: Approve minutes.

CONSENT CALENDAR
City Council 2 – 2 11/4/2025
HOUSING AUTHORITY 3 October 7, 2025

3. Section Eight Management Assessment Program High Performer Certification for Fiscal Year Ending June 30, 2025
Department(s): Community Development Agency
Recommended Action: Receive and file the Section Eight Management Assessment Program High Performer Certification for Fiscal Year Ending June 30, 2025.
**END OF CONSENT CALENDAR**

HOUSING AUTHORITY MEMBER COMMENTS
MINUTES: None.

ADJOURNMENT – Adjourn the Housing Authority meeting.

MINUTES: Chair Amezcua adjourned the Housing Authority Meeting at 9:25 P.M.

Respectfully submitted:
__________________________
Jennifer L. Hall, CMC
Secretary
City Council 2 – 3 11/4/2025
Community Development Agency
www.santa-ana.org/cd
Item # 3
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
November 4, 2025
TOPIC: First Amendment to Agreement with Iron Mountain Information Management, LLC

AGENDA TITLE
First Amendment to the Agreement with Iron Mountain Information Management, LLC for Digital Conversion and Document Imaging Services for the Housing Authority (NonGeneral Fund)

RECOMMENDED ACTION
Authorize the Executive Director of the Housing Authority to execute a First Amendment to increase the amount of the Agreement with Iron Mountain Information Management, LLC for digital conversion and document imaging services by $150,000, for a new total amount not to exceed $292,700 for the current contract term expiring December 31, 2026, and two remaining one-year extensions (Contingent upon approval of City Council Item # 12) (Agreement No. A-2025-XXX).

GOVERNMENT CODE §84308 APPLIES: Yes

DISCUSSION
On December 5, 2023, City Council authorized the City Manager and the Executive Director of the Santa Ana Housing Authority (“Housing Authority”) to execute an agreement with Iron Mountain Information Management, LLC (“Iron Mountain”) to provide offsite document storage of City of Santa Ana (“City”) and Housing Authority records in an amount not to exceed $142,700, for a three-year term beginning January 1, 2024 and expiring December 31, 2026 with an option of two one-year extensions (Exhibit 1). The purpose of this agreement is to ensure secure and compliant storage of records in accordance with the City’s Records Retention Schedule and applicable federal and state requirements. Specifically, Iron Mountain stores participant and applicant files for the Housing Authority, as well as other records and documents stored by the Finance and Management Services Agency (“FMSA”) and Community Development Agency (“CDA”). For the Housing Authority, Iron Mountain stores current and past applicant and participant records for a period of three years from the date of termination or denial of assistance. For FMSA and CDA, Iron Mountain stores various financial records and grant documents in accordance with the City’s Records Retention Schedule.

City Council 3 – 1 11/4/2025
First Amendment to Agreement with Iron Mountain Information Management, LLC November 4, 2025

The Housing Authority now seeks approval for a First Amendment to this Agreement to include the digital conversion of existing paper records currently stored on-site in the Housing Authority’s offices (Exhibit 2). The cost of this additional service is $113,180, but staff is requesting to increase the annual amount of the Agreement by $150,000 in case there are unanticipated cost increases during the project. Converting approximately 1,650 physical files (representing about 732,600 pages) into searchable digital images will streamline records management and enhance the efficiency of the Housing Authority’s operations. The original Request for Proposals (RFP) for this Agreement issued on July 19, 2023, included the digital conversion of existing paper records under Page 19 of the RFP. Iron Mountain was awarded its Agreement with the City and Housing Authority due to its proposal to RFP #23-109A, in which Iron Mountain was selected due to its resources and expertise in digital conversion and document imaging services. Said services were part of Exhibit A to the Agreement and were included within the original scope of services.

Currently, physical files and records are stored and accessed manually, which can cause delays and inefficiencies. Digitization will enable authorized staff to securely access files electronically, reducing delays associated with manual retrieval and improving customer service delivery for program participants and applicants. The additional $150,000 will be funded through Housing Authority funds. However, the City is also a signatory to the Agreement that includes both the City and Housing Authority.

Therefore, the City Manager is required to execute the First Amendment together with the Executive Director of the Housing Authority.

Under the proposed First Amendment, Iron Mountain will provide comprehensive digital conversion services including document preparation, scanning, quality assurance, indexing, and secure electronic delivery in accordance with the statement of work attached to the First Amendment as Exhibit A-1. Upon completion, the digitized records will be transferred to an encrypted storage device, and the original hard copy records will be stored at Iron Mountain’s secured facility pending authorization for destruction in compliance with the City’s retention policies. The reason for staff to recommend this First Amendment is because the Housing Authority does not have the administrative capacity to manually scan and digitize approximately 1,650 paper files. This task requires larger equipment and specialization.

This project also supports the City’s long-term operational goals by reducing dependence on physical storage space. The repurposed file room space at the Housing Authority office on the first floor of City Hall will accommodate new staffing needs and provide capacity for a small conference area to improve collaboration and service coordination. Overall, the proposed amendment advances record accessibility, digital transformation, and operational efficiency within the Housing Authority’s administrative functions.

Iron Mountain will safeguard personal client information throughout the digitization process. Iron Mountain adheres to stringent security protocols that comply with industry standards such as HIPAA and SOC 2. These protocols include secure access controls, City Council 3 – 2 11/4/2025
First Amendment to Agreement with Iron Mountain Information Management, LLC November 4, 2025

date encryption, continuous system monitoring, and rigorous physical security at digitizing facilities. All personnel undergo background checks and receive ongoing training on privacy and data security. Documents are securely tracked during intake, processing, and return. These measures ensure that client information is protected from unauthorized access while enabling improved record accessibility through secure digital solutions.

Iron Mountain was founded in 1951 and provides services to more than 225,000 customers around the world and hundreds of public sector agencies across the United States. Iron Mountain stores and protects billions of information assets, including business documents. Using modern technology and various checkpoint systems, Iron Mountain provides efficient and effective services to their customers.

FISCAL IMPACT
Funds are budgeted and available in the following account for Fiscal Year 2025-26.

The amount reflected below includes the current contract balance of $52,993 plus the additional request of $150,000. It is anticipated that the majority of the $150,000 will be spent during Fiscal Year 2025-26. Any remaining balance of the contract will be budgeted as needed in future fiscal years.

Fiscal Year Accounting
Unit-Account
Fund
Description
Accounting Unit,
Account Description
Amount
FY 2025-26 14018760-
62300
Housing
Authority
Housing AuthorityContract Svcs. -
Professional
$202,993
Total: $202,993

EXHIBIT(S)

1. Staff Report from December 5, 2023

2. First Amendment to Agreement with Iron Mountain
Submitted By: Michael L. Garcia, Executive Director, Community Development Agency Approved By: Alvaro Nuñez, City Manager
City Council 3 – 3 11/4/2025
Community Development Agency
www.santa-ana.org/community-development
Item # 3
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
December 5, 2023
TOPIC: Agreement with Iron Mountain Information Management, LLC

AGENDA TITLE
Approve an Agreement with Iron Mountain Information Management, LLC for Document Storage for the Housing Authority, Community Development Agency and Finance & Management Services Agency (Non-General Fund)

RECOMMENDED ACTION
Authorize the Executive Director of the Housing Authority to execute an agreement with Iron Mountain Information Management, LLC to provide offsite document storage of Housing Authority records in an amount not to exceed $142,700, for a three-year term beginning January 1, 2024 and expiring December 31, 2026 with an option of two oneyear extensions, subject to non-substantive changes approved by the Executive Director and the Housing Authority General Counsel (Contingent upon approval of City Council Item # 9) (Agreement No. 2023-XXX).

GOVERNMENT CODE §84308 APPLIES: Yes

DISCUSSION
The Housing Authority of the City of Santa Ana (Housing Authority) is required to preserve Housing Choice Voucher Program applicant and participant records for a period of three years from the date of termination or denial of assistance. To comply with this requirement, the Housing Authority currently used Iron Mountain Information Management, LLC to store and archive files. The Housing Authority is unable to store the records in City Hall because of the volume of records, the lack of storage space, and the infrastructure required to store hundreds of confidential files. SAHA also does not have the administrative capacity to efficiently manage and maintain the records compared to an outside storage facility that will more efficiently manage the records.

As required by the City of Santa Ana Records Retention Schedule, the Finance and Management Services Agency (FMSA) is also required to retain various records and documents for the periods stated within the policy. FMSA is unable to store the numerous records and documents at City Hall due to the lack of sufficient storage space and administrative capacity. Therefore, In order to comply with this requirement, FMSA utilizes an offsite storage facility that has the storage capacity, expertise, and resources to store, archive, retrieve, and destroy such records and documents.

Exhibit 1
City Council 3 – 4 11/4/2025
Agreement with Iron Mountain, LLC
December 5, 2023

In addition, the Community Development Agency (CDA) is in need of a new offsite storage facility to store documents related to the former Redevelopment Agency, Enterprise and Empowerment Zone, Community Development Block Grant (CDBG) Program, and other miscellaneous documents.

To meet the offsite document storage needs for the Housing Authority, FMSA, and CDA, on July 19, 2023, staff issued a Request for Proposals (RFP # 23-109A) for document storage and imaging services (Exhibit 1) for the Housing Authority, CDA, and FMSA. Responses to the RFP were accepted until August 10, 2023.

The City received bids from Corodata and Iron Mountain Information Management, LLC Iron Mountain). The bids were reviewed by three staff from the Housing Authority and one staff from CDA. The review panel reviewed the two bids and Iron Mountain was selected based upon several factors including innovative technology for requesting files and shredding files and their experience and background in document storage.

Iron Mountain was founded in 1951 and provides services to more than 225,000 customers around the world and hundreds of public sector agencies across the United States. Iron Mountain stores and protects billions of information assets, including business documents. Using modern technology and various checkpoint systems, Iron Mountain provides efficient and effective services to their customers. The three-year term of the agreement would begin on January 1, 2024 (Exhibit 2).

FISCAL IMPACT
Funds will be budgeted in the following fiscal years as follows, subject to change. The remaining balance will be budgeted from non-Housing Authority funds.

Fiscal Year Accounting
Unit-Account
Fund
Description
Accounting
Unit, Account
Description
Amount
14018760-
62300
Housing
Authority
Housing
AuthorityContract Svcs. -
Professional
20,000
FY 2023-24
60718810-
62300
Housing Asset
Program
CDA – Housing
Asset Admin
Contract Svcs. -
Professional
5,000
Total:$ 25,000
FY 2024-25 14018760-
62300
Housing
Authority
Housing
AuthorityContract Svcs. -
Professional
25,000
Exhibit 1
City Council 3 – 5 11/4/2025
Agreement with Iron Mountain, LLC
December 5, 2023

60718810-
62300
Housing Asset
Program
CDA – Housing
Asset Admin
Contract Svcs. -
Professional
5,000
Total:$ 30,000
14018760-
62300
Housing
Authority
Housing
AuthorityContract Svcs. -
Professional
20,000
FY 2025-26
60718810-
62300
Housing Asset
Program
CDA – Housing
Asset Admin
Contract Svcs. -
Professional
3,900
Total:$ 23,900

EXHIBIT(S)

1. Request for Proposals (RFP # 23-109A)

2. Agreement with Iron Mountain Information Management, LLC Submitted By: Michael L. Garcia, Executive Director of Community Development Approved By: Tom Hatch, Interim City Manager
Exhibit 1
City Council 3 – 6 11/4/2025

FIRST AMENDMENT TO AGREEMENT WITH IRON MOUNTAIN

INFORMATION MANAGEMENT, LLC FOR

DIGITAL CONVERSION AND DOCUMENT IMAGING SERVICES
THIS FIRST AMENDMENT to the above-referenced agreement is entered into on November 4, 2025, by and between Iron Mountain Information Management, LLC, a Delaware limited liability company (“Consultant”), the Housing Authority of the City of Santa Ana, a public body, corporate and politic, 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”).

RECITALS
A. The parties entered into Agreement No. A-2023-223 (“Agreement”) dated January 1, 2024 to provide document storage and imaging services. The term of the Agreement runs for a three (3) year period until December 31, 2026, with an option to extend the term of the Agreement for up to two (2) one (1) year extensions. The Agreement is current and ineffect.

B. Consultant was awarded its Agreement with the City due to its proposal to Request for Proposal #23-109A, in which Consultant was selected due to its resources and expertise in digital conversion and document imaging services. Said services were part of Exhibit A to the Agreement.

C. City located a large amount of paper files from the Housing Authority which, when converted to digital format, would create greater efficiency for review and access. In addition, the time, expense, and resources to handle the digital conversion are within the scope of services provided by Consultant.

D. The parties now wish to amend the Agreement to increase the total not-to exceed amount to the compensation of the Agreement to pay the digital conversion of files from the Housing Authority. No other changes are contemplated by this Amendment.

The Parties therefore agree:

1. Section 2a, Compensation, is hereby amended to increase the total compensation by $150,000 to cover costs and services detailed in Exhibit A-1 to this First Amendment to the Agreement. The total not-to-exceed amount for this Agreement shall not exceed $292,700.

2. Except as modified by this First Amendment, all terms and conditions of the Agreement shall remain in full force and effect.
[signature page to follow]
EXHIBIT 2
City Council 3 – 7 11/4/2025
EXHIBIT 2
City Council 3 – 8 11/4/2025
ironmountain.com | 1.800.899.IRON (4766) Page 1 of 18
Public Sector Master SOW Form Rev. 7/13/2023
This Statement of Work (“SOW”) is a proposal by Iron Mountain Information Management, LLC (“Iron Mountain”, “IRM” or “IM”) to perform the services described herein, including the pricing, assumptions, and terms and conditions that will apply to a contract resulting from this SOW.

Throughout this SOW, certain provisions have been selected for incorporation herein either by (i) check of a clause(s) that is presented in full, or (ii) check of a link to static, dated clause or clauses incorporated by reference. In both instances (i) and (ii), such provisions are material to this SOW and applicable to a contract resulting from this SOW.

Customer Information (“Customer”):

City of Santa Ana Housing Authority
20 Civic Center Plaza, 1st Floor
Santa Ana, CA 92702
Maria Hodson
Case Digitization Date of SOW: 10/16/2025 v2
IMGS/SLED Number: SLED0005587 Project #: PR-022300
Proposal Validity Period: The terms and fees quoted under this SOW will only remain valid for acceptance by Customer until 12/31/25. Thereafter, Iron Mountain may modify the fees or terms and require a modified SOW.

Iron Mountain Contacts:

CONFIDENTIALITY
This submission includes information that shall not be duplicated, used or disclosed — in whole or in part — for any purpose other than to evaluate this submission. Contains Iron Mountain confidential and proprietary information © 2025. Iron Mountain Incorporated. All rights reserved. Iron Mountain and the design of the mountain are registered trademarks of Iron Mountain Incorporated in the U.S. and other countries. All other trademarks are the property of their respective owners.

Heidi Vierkant
SLED Account Executive
[email protected]
704-906-2600
Exhibit A-1 to the First Amendment
A-2023-223
EXHIBIT 2
City Council 3 – 9 11/4/2025
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Public Sector Master SOW Form Rev. 5/21/2024
Table of Contents
Section 1: Introduction and Technical Statement of Work/ Performance Schedule Section 2: Pricing and Assumptions
Section 3: Terms and Conditions
Section 4: Acknowledgement/Acceptance
EXHIBIT 2
City Council 3 – 10 11/4/2025
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Public Sector Master SOW Form Rev. 5/21/2024
Section 1
Introduction and Technical Statement of Work/ Performance Schedule Digital Conversion
Iron Mountain provides customers full digital transformation services including document preparation, scanning of textual and graphical documents into digital data, quality assurance, indexing, document reassembly, and digital delivery of data to a new media.

Controlled Material
Customer will not provide Iron Mountain with any Deposits (including goods, software, services, and/or technical data) that contain technical information regarding defense articles or defense services within the meaning of the U.S. International Traffic in Arms Regulations (“ITAR”), or technical data within the meaning of the U.S. Export Administration Regulations (“EAR”), or are otherwise subject to export restrictions under applicable export control regulations, including ITAR and the EAR. If during the term of the Agreement Customer determines that it can no longer comply with this Section, Customer must immediately notify Iron Mountain in writing. Customer shall take no action that causes Iron Mountain to be noncompliant with applicable export control laws and regulations as it relates to the Deposits.

Digitization Description
Customer seeks a cost-effective, outsourced solution to manage the digitization to digital images.

Business Hours
The digitization part of this project will be completed by Iron Mountain during normal business hours: Monday through Friday 8:00 AM to 5:00 PM local time excluding weekends and holidays.

Project Details
Digitization Type
The following are the types of documents/originals to be digitized:

Estimated
Percentage of
Volume
Media Type
90% Paper: 8.5x11
10% Paper: 8.5x14
5% of pages have receipt attached
Project Type
This digitization project consists of the following:
● Backfile
EXHIBIT 2
City Council 3 – 11 11/4/2025
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Public Sector Master SOW Form Rev. 5/21/2024
Turnaround Requirements
Please note: Turnaround time is defined by the time Iron Mountain receives the documents for processing to the time the digitized images and data are made available to Customer. ▪ Backfile turnaround requirements will be mutually agreed upon during the implementation of this solution, unless otherwise specified.
▪ A test box was not digitized for this project as a representative sample of the Customer's documents. All processing assumptions contained herein are based directly upon the information provided by the Customer.

The above SLA applies only to the maximum volume amounts specified within this SOW. Items exceeding that maximum will be processed within the SLA if possible; however, will not count against Iron Mountain’s achievements to the SLA.

Documents over the maximum volume amount will be processed the following business day in a “First-In First-Out” (FIFO) order.

Logistics
Location 1
The information below refers to records/documents stored at the location listed below:

City of Santa Ana
ATTN: Maria Hodson
20 Civic Center Plaza, 1st Floor
Santa Ana, CA 92702
Additional Details
▪ Documents/records will be made available to Iron Mountain all at one time. ▪ The estimated number of boxes is 370.

Volume Fluctuations
▪ Volume is not expected to fluctuate.

Expected Volumes
Hard Copy
Backfile
Number of Files 1,650
Average Documents per File 6
Average Pages per Document 61.7
Percentage of Duplexed Pages 20%
Estimated Total Number of Images 732,600
EXHIBIT 2
City Council 3 – 12 11/4/2025
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Public Sector Master SOW Form Rev. 5/21/2024
Preparation
Document Preparation Requirements
Document preparation includes the removal of all fasteners and bindings, flattening bent corners, document orientation, making minor repairs, repositioning of smaller documents, inserting applicable separator sheets and tearing tri-folds when necessary.

Document Prep Performed By
Documents will be prepared by Iron Mountain prior to digitization according to the details outlined in the following section. ▪ This project has been identified as requiring standard preparation. Standard preparation is defined as having moderately fastened documents (<1 fastener per 5 pages); 95% bond paper, remaining office-type documents; 95%+ standard size (5% other); and <1% requiring repair or mounting to carrier sheet. ▪ The documents for digitization are in good condition.

Separation Details
▪ Separation will be at the file & document levels for the backfile digitization. ▪ Separation will be achieved by inserting standard Iron Mountain separator sheets. ▪ Iron Mountain will insert the applicable separator sheets. ▪ Iron Mountain will maintain the order of the documents in a given box, digitizing from the first page to the last page. We will not rearrange the documents prior to digitization.

Disposition of Originals
▪ The documents post digitization will be inbound to the Iron Mountain Record Center for safekeeping until the destruction approval notification has been received from the Customer. All standard storage pricing would apply.

Digitizing
Digitizing Requirements
This section outlines the setup of the scanner and related functions for all hard copy digitization. All digitizing will be performed in duplex mode set with automatic blank page deletion at 5kb or less per page. Images over 5kb that contain no appreciable information will not be considered rejects.

Iron Mountain standard digitizing features, including deskewing, automatic brightness, density and threshold settings, despeckle, auto orientation and edge cleanup, are done through an automated process. The output of the automated process will be accepted as is unless otherwise noted in the Quality Assurance section.

Digitizing Details
▪ Section 1 documents will be digitized in color, remaining Sections 2-6 will be digitized in black and white.

The scanners used for this project will have the following capabilities:
▪ Production (Automatic Document Feed)
EXHIBIT 2
City Council 3 – 13 11/4/2025
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Public Sector Master SOW Form Rev. 5/21/2024
Quality Assurance
Quality Assurance Requirements
Quality Control consists of a paper to image comparison, a review of image quality, and document separation. The level of quality control selected for this project is identified below. ▪ Iron Mountain will perform statistical quality control utilizing the ANSI/ASQC (American National Standards Institute/American Society for Quality Control) standard Z1.4 at a 1.0 Acceptable Quality Level (AQL) to establish the sample size(s), acceptance, rejection and re-sampling parameters.

Indexing
Indexing creates necessary metadata fields to support standard search functionality to access the documents. ▪ Double key verification will be performed on the appropriate fields as identified in the indexing table. ▪ Customer will provide examples of the documentation with index fields identified prior to implementation of project. Samples will be complete and representative of documents Iron Mountain will receive during the course of the project. Any document type or variation not included in this sample will be indexed at best effort, but not applicable to Iron Mountain quality requirements.
▪ For manually indexed fields, Iron Mountain will only capture data present on image. Blank or default values will be provided for missing or illegible data as defined by Customer.

Index Fields
Primary
Field? Index Field Name Basis
Keyed/
OCR
No. of
Char
Fixed
Length? Req Format Verify
No
File Type (Housing or
Portability) Per File Manual 2 Yes Yes Alpha Yes
No Date Per File Manual 8 Yes Yes
Date
MM-DDYYYY Yes
Yes Unique Identifier Per File Manual 10 No Yes
AlphaNumeric Yes
No Section (1-6) Per Document Manual 1 No Yes
AlphaNumeric Yes
Reassembly
This section provides the reassembly details of the original hard copy material post digitization. ▪ The project requires simple reassembly. The digitized documents will be placed back in the original file folder without applying any fasteners.

Hard Copy and Digital Release
The following information outlines the disposition of the original hard copy materials as well as the requirements for the digitized image destination and image format.

EXHIBIT 2
City Council 3 – 14 11/4/2025
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Public Sector Master SOW Form Rev. 5/21/2024
Hard Copy Release Details
▪ The documents post digitization will be inbound to the Iron Mountain Record Center for safekeeping until the destruction approval notification has been received from the Customer. All standard storage pricing would apply.

Digital Release Details
▪ The image output will be Searchable PDF.
▪ Released images will be at 300 DPI.
▪ The index output will be a .CSV file.
▪ There will be one index file created for this entire project. A record will be created within the index file for each image file delivered for the project.
▪ Foldering is not required for this project.
▪ The image and index files will be released to an encrypted external hard drive supplied by Iron Mountain.

Customer's Technical Contact, as shown in this SOW, will receive the encryption key via email. ▪ Files will be delivered in a single release, following completion of the project.

Additional Project Requirements
Customer Review and Notification Period - Post Processing Error Correction Timeline It is of benefit to both Parties to discover any errors quickly to avoid their duplication in on-going work. Customer will review the program and/or process then promptly notify Iron Mountain of any alterations and or corrections that they deem necessary. During the first month of this project, Iron Mountain requests that Customer review work within one week. Any necessary rescanning services will be provided at no charge for items identified by Customer within a maximum two-week timeframe.

EXHIBIT 2
City Council 3 – 15 11/4/2025
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Public Sector Master SOW Form Rev. 5/21/2024
Special Project Services
Iron Mountain provides customers specialized project services for work such as packaging services, transmittal preparation, file packing and purging, re-labeling, re-boxing, data capture/indexing, data entry, and transportation.

Project Scope and Workflow
Collection, transport, transmittal preparation, and receipt of an estimated 370 cartons (444 cubic feet) of Customer records located at 20 Civic Center Plaza, Santa Ana CA 92701.

Iron Mountain will pack an estimated 2000 files in an estimated 370 storage cartons.

Cartons will be transferred to an Iron Mountain facility in the Los Angeles market.

This service will require 2 dedicated transportation trips.

Once arrived at Iron Mountain, the 370 cartons will be barcoded, Inbounded, transmittal prepped, then retrieved and transported to the Cerritos CA Imaging facility.

The pricing for imaging of the documents is not included in this SOW.

Upon receipt of signed Statement of Work, Iron Mountain will contact Customer to schedule execution of the workflow described herein.

Unless otherwise stated, Iron Mountain will follow standard operating procedures for all standard workflows including, but not limited to, transportation, inbound/outbound processing, inventory staging, and archival destruction. All work associated with this SOW will take place during standard Iron Mountain operating hours, 8AM – 5PM Monday through Friday (local time – excluding Iron Mountain holidays), unless otherwise specified and mutually agreed upon. These services will be executed in a mutually agreed upon service window based on the availability of Iron Mountain project teams while accommodating any service restrictions noted by Customer.

Upon arrival at the Customer’s location, Iron Mountain will provide identification and ask for the designated Manager on Duty (MOD) or other specified Customer contact. The Customer will be required to escort Iron Mountain to the location of the records requiring service. In the event the location is not ready for service, an additional, billable service visit may be required. The Iron Mountain project team will pack the records into standard Iron Mountain RFID ready storage cartons. If a Customer chooses to use non-RFID ready cartons, separately purchased Iron Mountain RFID labels will be applied to the face of each storage carton to ensure proper disposition and chain of custody.

Customer expects the following fields to be captured, if applicable:

Major Description / Minor Description / Date Range / Alpha Range / Destruction Date During the pickup process, the Iron Mountain courier will confirm receipt of each carton by scanning the barcode label associated to each carton. Cartons will be staged for transport and, prior to departure, the Iron Mountain courier will require the Customer MOD or designated Customer contact to confirm the carton quantity and provide signature to release the inventory.

Upon arrival at the Iron Mountain record center, each carton will be processed following the established, Iron Mountain, standard operating procedure for receipt and entry. In the event that a carton arrives without RFID labels, a RFID label will be affixed, by Iron Mountain, at the customer’s billable rate. Upon inbound completion, each carton will be placed into archival inventory through the putaway process.

EXHIBIT 2
City Council 3 – 16 11/4/2025
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Public Sector Master SOW Form Rev. 5/21/2024
Out of Scope Work
Any and all services not described under “Project Scope and Workflow” above are excluded from the scope of this SOW.

Customer Obligations
● Customer shall not store with Iron Mountain material that is highly flammable, may attract vermin or insects, is otherwise dangerous or unsafe to store or handle, or is regulated by federal or state law or regulation relating to the environment or hazardous materials.
● Customer shall not store negotiable instruments, jewelry, check stock or other items that have intrinsic value.
● Customer warrants and covenants that its premises where Iron Mountain employees perform services (including pickups and deliveries) are and shall be free of hazardous substances or dangerous conditions. Customer shall reimburse Iron Mountain for damage to equipment or injury to personnel resulting from Customer’s breach of this Section.

EXHIBIT 2
City Council 3 – 17 11/4/2025
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Public Sector Master SOW Form Rev. 5/21/2024
Section 1 (continued)
(Checked statement applies to this SOW)
☒ NIST-800-171 or NIST-800-53 is not in scope of this proposal. If the Customer elects to add NIST SP 800-171 or NIST SP 800-53 requirements, it will be a change under the Changes clause of the applicable terms and conditions incorporated herein, for which IM will be entitled to an equitable adjustment.
☒ Period of Performance: The term of this order shall commence on the Effective Date of this SOW and shall continue for one (1) year after commencement.

EXHIBIT 2
City Council 3 – 18 11/4/2025
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Public Sector Master SOW Form Rev. 5/21/2024
Digital Conversion
Solution Fees: General
Section 2
Pricing and Assumptions
Pricing is based on the project assumptions shown herein. These prices are only for the services and products outlined in this SOW; any Records and Information Management service fees are in addition to this SOW’s fees and are covered in a separate Pricing Schedule or Statement of Work pursuant to Customer’s separate agreement for Records and Information Management services. Any other services not outlined herein, or in any other SOW, shall be provided at Iron Mountain's then-current rates.

Iron Mountain cannot be held responsible for any delays caused by Customer or for incorrect information provided by Customer. Such delays may impact Iron Mountain’s ability to perform the services and may result in additional charges.

Volumes are assumed to be correct based on the detail provided by the Customer.

All pricing is shown in US Dollars and is payable in US Dollars and does not include taxes. Please note that all prices quoted to you are exclusive of taxes, which may be charged in addition to the quoted price. The applicable taxes will be determined based on the location where the services are performed. The Customer is responsible for paying any sales, use, value added, or similar tax required by applicable law in connection with the services provided, and such taxes will be added to the fees charged.

The sections below provide the fees due as detailed within this SOW. ▪ Setup and One-Time Fees will be invoiced in the first billing period following the Effective Date. ▪ Recurring services will be invoiced the first billing period after the setup has been invoiced, regardless of the usability of the Solution, which will depend jointly on the complexity of the solution and the commitment of resources by both Iron Mountain and the Customer.

All fees, unless explicitly defined, will be billed through Iron Mountain.

Fees for Digitization Services
This is a project estimate of the number of images. Customer will be invoiced on the actual number of images digitized. Iron Mountain cannot be held responsible for any delays caused by Customer or for incorrect information provided by Customer. Such delays may impact Iron Mountain’s ability to perform the services and may result in additional charges.

Under this SOW, the Customer agrees to pay 80% of the price, even if the total digitization volume at the end of the Term is smaller than the contracted volume. Any service performed after this period shall be considered outside of the project scope of this SOW and will be quoted separately and outlined under an additional Statement of Work or a Change Order to this SOW. Any difference between the actual amount billed and the Minimum Commit for all Backfile related project services will be invoiced in full no sooner than thirty (30) days after the end of backfile project. For all Day Forward related project services, any difference between the actual amount billed each month and the monthly Minimum Commitment will be invoiced in full on a monthly basis once the project is considered "in production".

EXHIBIT 2
City Council 3 – 19 11/4/2025
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Public Sector Master SOW Form Rev. 5/21/2024
Pricing Details
No. Service Offering Unit Unit Price
Number of
Units
Unit Price
Total
1 Document Preparation - Standard Image $0.040 732,600 $29,304.00 2 Standard Scanning - Tier 3 Image $0.065 732,600 $47,619.00 3 Scan Resolution - 300dpi - Standard Image $0.006 732,600 $4,395.60 4 Document Classification - Standard 6-10 Doc
Types Image $0.007 732,600 $5,128.20
5 Indexing - Standard Keystroke $0.008 85,800 $686.40
6 Quality Assurance - With Clean-up Image $0.011 732,600 $8,058.60 7 Image Output - Searchable PDF Image $0.005 732,600 $3,663.00 8 Document Reassembly - Simple Image $0.004 732,600 $2,930.40 9 Color Setup - Regular-size paper Project $384.760 1 $384.76 Estimated
Total $102,169.96
*Blended PPI $0.139
*Per image rate for budgetary purposes only. Customer will be invoiced based on actual quantities of tasks performed.

EXHIBIT 2
City Council 3 – 20 11/4/2025
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Public Sector Master SOW Form Rev. 5/21/2024
Special Project Services
Pricing
Total Price (excluding taxes): $11,010.74
Bill Code Description Quantity Rate Unit of Measure Extended Price Transport Handling Charge 444 $3.00 CF $1,332.00
Regular Pickup -Zone 2 2 $39.90 Trip $79.80
Miscellaneous Services – Hourly Labor 48 $76.520 Hour $3,672.96 Standard Letter/Legal 370 $4.790 Each $1772.30
Rfid T Label 370 $0.672 Each $248.64
Miscellaneous Services – Hourly Labor
(Transmittal Prep)
15 $76.520 Hour $1,147.80
Receiving and Entering - Carton 444 $1.830 CF $812.52
Regular Retrieval - Carton 444 $2.190 CF $972.36
Regular Refile - Carton 444 $2.190 CF $972.36
Digitization Total Project Services Total Project Total Totals $102,169.96 $11,010.74 $113,180.70
EXHIBIT 2
City Council 3 – 21 11/4/2025
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Public Sector Master SOW Form Rev. 5/21/2024
General Assumptions
This SOW is based on the following General assumptions. ● Unless otherwise stated, Iron Mountain will follow standard operating procedures for all standard workflows including, but not limited to, transportation, inbound/outbound processing, inventory staging, and archival destruction. Notwithstanding anything in any contract between Customer and Iron Mountain to the contrary, Customer acknowledges and expressly agrees that Iron Mountain’s procedures involve (i) automated metadata extraction, (ii) temporary storage of such metadata in a cloud-hosted environment located in United States hosted by Google and exclusively managed by Iron Mountain; and (iii) quality control performed by Iron Mountain personnel located in India, Iron Mountain Services Private Limited.
● All work associated with this SOW will take place during standard Iron Mountain operating hours, 8AM-5PM Monday through Friday (local time – excluding Iron Mountain holidays), unless otherwise specified and mutually agreed upon. ● The services will be executed in a mutually agreed upon service window based on the availability of Iron Mountain project teams while accommodating any service restrictions noted by Customer.
● Projects requiring timeline acceleration are subject to additional charges. ● The total charges are an estimate only and will be determined based on actual services provided.

Should any of the assumptions above prove incorrect, the parties acknowledge that this will likely affect the project duration, price and/or quality.

EXHIBIT 2
City Council 3 – 22 11/4/2025
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Public Sector Master SOW Form Rev. 5/21/2024
Section 2 (continued)
(Checked statement applies to this SOW)
☒ Firm Fixed Unit Pricing and Firm Fixed Price Labor Task:

For the avoidance of doubt, Iron Mountain will perform services and will invoice non-hourly labor tasks monthly on a Firm Fixed Unit Price per task basis for actual quantities of tasks performed. For tasks identified as hourly labor, Iron Mountain will perform and invoice firm fixed-priced labor tasks at the total rate for the completed task irrespective of actual labor hours incurred to perform the completed task. ☒ Taxes:

Customer will be invoiced and will pay all sales, use, property, ad valorem, value added, or similar taxes imposed as a result of the services, except for any corporate business taxes, franchise taxes, taxes based on Iron Mountain’s income and/or gross receipts, withholding taxes, and personnel-related taxes. If Customer is exempt from a tax noted on an invoice, Customer will provide Iron Mountain with a valid exemption certificate.

EXHIBIT 2
City Council 3 – 23 11/4/2025
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Public Sector Master SOW Form Rev. 5/21/2024
Section 3
Terms and Conditions
Note: Linked terms and conditions are dated for version control and dated linked versions remain static. At the request of the Customer, hard copies of the checked terms and conditions will be attached to this SOW for ease of reference.

Checked Terms and Conditions are applicable to this SOW and the Contract resulting from it. ☐ Master Agreement between Iron Mountain Information Management, LLC and the Housing Authority of the City of Santa Ana dated January 1, 2024. Contract number A-2023-223.

Negotiation Thresholds. Unless Iron Mountain and Customer have previously negotiated and currently have an agreement in place for the services describe in Section 1 hereof, Iron Mountain will not negotiate terms and conditions for a contract resulting from this SOW for a contract or modification valued at less than $25,000 ($10,000 if, in Iron Mountain’s sole discretion, the Customer’s operational/technical/compliance requirements are materially different from those of the Customer’s current agreement.) Changes. Requests by Customer for changes in specifications, place or time of performance, or other performance or delivery requirements, including without limitation the assumptions upon which pricing is based, must be accepted by Iron Mountain, and will entitle Iron Mountain to an equitable adjustment in the price or performance schedule or both.

Order of Precedence. In the event of inconsistency or conflict, the terms of this SOW, including those incorporated by reference, will have precedence over the terms and conditions of a Purchase Order, Task Order or other Customer documentation related to the subject matter of this SOW.

EXHIBIT 2
City Council 3 – 24 11/4/2025
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Public Sector Master SOW Form Rev. 5/21/2024
Other Terms or Conditions:

Any Purchase Order issued as a result of this SOW must include the following language:
"Iron Mountain's performance of services under this Purchase Order will be subject to the terms and conditions of Consultant Agreement by and between the Housing Authority of the City of Santa Ana ("Customer") and Iron Mountain Information Management, LLC ("Iron Mountain") effective as of January 1, 2024 (the "Agreement"). All additional or inconsistent terms and conditions in this Purchase Order, except with respect to price, quantity, and location-specific terms, are expressly rejected by the parties."
EXHIBIT 2
City Council 3 – 25 11/4/2025
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Public Sector Master SOW Form Rev. 5/21/2024
Section 4
Acknowledgement/ Acceptance
(Checked statement applies to this SOW)
☒ State or Local Government, or Higher Education Customer Customer and Iron Mountain through their respective authorized representative, signify their agreement to and acceptance of this SOW by their signatures below, effective as of the later date of execution (the “Effective Date”).

Customer: City of Santa Ana Housing
Authority Iron Mountain
Authorized Signature: Authorized Signature:

Name of Individual Signing (Print): Name of Individual Signing (Print):

Title: Title:

Signing Date: Signing Date:

EXHIBIT 2
City Council 3 – 26 11/4/2025