Agenda packet — Santa Ana City Council, April 7, 2026 (part 3 of 6)

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The DOJ’s update reflects the increasing reliance on digital platforms for accessing government services and information. Ensuring compliance not only reduces legal risk but also promotes inclusivity, enhances user experience, and improves overall service delivery to the community.

Staff has been working to make the City website ADA accessible. However, the extensive use of Adobe PDF documents on the website has been particularly challenging. PDF documents are often exported from print tools and lack HTML’s dynamic tagging. Retrofitting scanned or untagged PDFs is labor-intensive and costly.

The DocAccess solution by CivicPlus can batch process, remediate, and publish accessible versions of all City PDF documents on the City’s website by utilizing a website plug-in. DocAccess utilizes a proprietary AI-driven process to remediate PDFs in bulk as well as monitor in real-time for ongoing compliance of PDFs on City websites.

City staff has not identified any other solutions that can perform these functions and recommends approval of a sole source agreement with DocAccess.

Failure to comply with the updated ADA requirements may expose the City to legal challenges and limit access to essential services for individuals with disabilities.

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

FISCAL IMPACT
Funding is available in the current FY 2025-26 budget. Future fiscal year funding will be included in the proposed budgets for City Council consideration. Estimated amounts expended per fiscal year are shown in the table below.

Fiscal
Year
Accounting Unit
- Account No.

Fund
Description
Accounting Unit –
Account No.

Description
Amount
2025-26 10920141-66511 Information
Technology
Enterprise Systems–
Software Maintenance
& Support
$49,618
2026-27 10920141-66511 Information
Technology
Enterprise Systems–
Software Maintenance
& Support
$58,538
2027-28 10920141-66511 Information
Technology
Enterprise Systems–
Software Maintenance
& Support
$61,465
Total

$169,621

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Website ADA Access Software Subscription
April 7, 2026

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EXHIBIT(S)

1. CivicPlus DocAccess Agreement
Submitted By: Jack Ciulla, Chief Technology Innovations Officer Approved By: Alvaro Nuñez, City Manager

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DocAccess Service Proposal for City of Santa Ana, CA Page 1 of 15

Accessible Document Service Proposal
Transform Your PDFs into Fully Accessible, Searchable, and Translatable Documents

PREPARED FOR
Demi Perez
Administrator
City of Santa Ana, CA
[email protected]

PREPARED BY
Mariah Herschelman
Business Development Representative
DocAccess by CivicPlus
[email protected]
(916) 900-6619

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DocAccess Service Proposal for City of Santa Ana, CA Page 2 of 15 Executive Summary

City of Santa Ana, CA faces a critical deadline for PDF accessibility compliance. After analyzing 18,373 links across its web properties, the DocAccess tool discovered at least 485 documents that can—and need to be—served in an accessible format. With this agreement, DocAccess will ensure all publicly available documents are served in an accessible format. Traditional remediation of just the documents identified would cost approximately $45,143 or could take 27 weeks of dedicated staff time.
significantly less than traditional remediation in the first year alone, with instant deployment and ongoing compliance.

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DocAccess Service Proposal for City of Santa Ana, CA Page 3 of 15 The Accessibility Challenge
Under the Americans with Disabilities Act (ADA) and recent Department of Justice guidelines, all public-facing digital content must be accessible to people with disabilities. This includes:
✓ Meeting WCAG 2.1 AA standards for all PDF documents
✓ Providing equal access to information for all users
✓ Avoiding costly lawsuits and compliance penalties
✓ Serving your community's 15-20% of residents with disabilities ✓ According to the U.S. Census Bureau American Community Survey (ACS) for Santa Ana, a largem ajority of residents speak a language other thanEnglish at home—primarily Spanish—with a substantial share reporting that they speak English less than "very well." This indicates that multilingual access to public documents is important for effective communication with residents.

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DocAccess Service Proposal for City of Santa Ana, CA Page 4 of 15 The DocAccess Solution

DocAccess transforms your existing PDFs into fully accessible documents without changing your files or website structure. Our cloud-based solution provides:

Accessibility

Automatic conversion to screen- reader
compatible HTML with proper semantic
structure and WCAG 2.1 AA compliance.

Users can search within documents and ask
questions in plain language, getting instant
answers in their preferred language.

Responsive design ensures perfect viewing
on all devices, from smartphones to desktop
computers.

Real-time translation powered by Google
Translate, prioritizing languages spoken in

24/7 access to professional interpreters via
Aira for users who need additional
assistance - included at no extra cost.

AI-generated comprehensive alt-text for all
images, charts, maps, and diagrams
following WCAG best practices.

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DocAccess Service Proposal for City of Santa Ana, CA Page 5 of 15 ⚖ Standards & Laws We Help You Meet
✅ Every Plan Includes
✓ Unlimited document views — No per-view charges, ever
✓ Automatic new document processing — New PDFs are processed as they're published ✓ 250 language translation — Real-time translation powered by Google Translate ✓ AI-powered Q&A — Users can ask questions about document content in plain language ✓ Live visual interpretation — 24/7 Aira access for users who need additional assistance ✓ Compliance dashboard — Monitor your accessibility status in real-time Disabilities Act requirements for public
WCAG 2.1 AA
International Web Content Accessibility
Guidelines—the gold standard for digital
accessibility.

Federal accessibility standard required for
International standard for universally

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DocAccess Service Proposal for City of Santa Ana, CA Page 6 of 15 ✓ No setup fees — Simple installation, no hidden costs
📊📊 How DocAccess Compares to Other Municipal Services
Annual cost per resident comparison

💰💰 Why Not Traditional Remediation?

$7-15+ per page, one-time
20+ minutes of staff time per page
Requires reprocessing when documents
update
No translation or search functionality
You own the compliance burden forever
Fire Protection (avg)
Parks & Recreation (avg)
Library Services (avg)
Elections Administration
Predictable annual pricing
Instant processing—no staff time
required
Automatically handles document
updates
Includes translation, search, and Q&A
We handle compliance—you focus on
your mission

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DocAccess Service Proposal for City of Santa Ana, CA Page 7 of 15 Technical Excellence & Compliance
DocAccess is built on industry-leading standards and partnerships:
✓ Testing PDFs for WCAG 2.1 AA and PDF/UA compliance verified by VeraPDF validation ✓ Section 508 and ADA Title II & III compliance
✓ ISO 14289 (PDF/UA) standard adherence
✓ Tested with all major screen readers (JAWS, NVDA, VoiceOver) ✓ Regular audits by accessibility experts
✓ Continuous improvement through user and community feedback

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DocAccess Service Proposal for City of Santa Ana, CA Page 8 of 15 Simple Implementation Process

1 Add one line of code to your website - similar to Google Analytics. Works with any CMS or platform.

2 DocAccess scans and processes all your PDFs, creating accessible versions without touching your original files.

3 Your PDFs are now served in an accessible, translatable, and mobile-friendly format. New documents are processed automatically. Full dashboard for monitoring.

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DocAccess Service Proposal for City of Santa Ana, CA Page 9 of 15 Investment & Value
What's Included:
✓ Unlimited documents on santa-ana.org
✓ Unlimited document views and downloads
✓ Automatic processing of new documents
✓ All accessibility features (translation, Q&A, live assistance) ✓ Compliance monitoring dashboard
✓ Regular accuracy reviews by experts
✓ No setup fees or hidden costs

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DocAccess Service Proposal for City of Santa Ana, CA Page 10 of 15 Frequently Asked Questions
No. DocAccess creates WCAG 2.1 AA compliant HTML formats that are the gold standard for ADA requirements. Your original PDFs remain unchanged as an alternative format for printing.

Most organizations are fully operational within 24-48 hours of installing the DocAccess code.

Complex documents may take slightly longer for our quality review process.

DocAccess uniquely handles external PDFs you link to, ensuring your users have an accessible experience even with third-party documents.

DocAccess meets all federal ADA requirements and state-specific regulations for accessible document creation. No customer using DocAccess has paid even a dollar for any ADA lawsuit, claim, or fine related to its documents. If you encounter an issue, contact us immediately so we can assist you with our unlimited accessibility and legal support program.

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DocAccess Service Proposal for City of Santa Ana, CA Page 11 of 15 Service Agreement
This Software as a Service Agreement ("Agreement") is entered into on April 7, 2026, between CivicPlus, LLC ("Provider") and City of Santa Ana, CA ("Customer").

Services Provided
DocAccess is a subscription-based accessibility solution that includes:

Automated document accessibility compliance
Real-time translation to 250 languages
AI-powered search and Q&A functionality
24/7 live visual interpretation services
Compliance monitoring and reporting
Subscription
Metropolitan - 305,000 Population Plan - Publicly Available PDFs on santa-ana.org Terms
List Price: $55,750 per year
Discounted Fee: $49,618 first year (11% discount), then $55,750 per year Contract Term: April 7, 2026 - April 6, 2027 - 5% annual uplift starting Year 2 Payment Schedule: Every year, beginning April 1, 2026
Payment Terms: Net 45
Renewal Procedure: Upon mutual agreement of the parties 60 days prior to any renewal term Example Payment Schedule
Invoice Dates of Service Rate Amount
Complimentary Service 3/3/2026 - 3/31/2026 Free $0
First Invoice 4/7/2026 - 4/6/2027 $55,750/year (11 % first year discount applied) $49,618 Future Invoice 4/7/2027 - 4/6/2028 $55,750/year + 5% uplift $58,538 The CivicPlus accounting department will gladly work with you to adjust the payment schedule to meet your needs. Amounts will not include certain state or local imposed sales taxes. Proration amounts are approximate.

This Service Agreement is governed by the terms and conditions of the Master Services Agreement and the DocAccess Terms and Conditions, both available at: https://www.civicplus.help/docs/legal-terms-and-conditions- for-services (collectively, the "Agreement"). By executing this Service Agreement, Customer acknowledges and , the parties
may extend the agreement by up to two (2), one (1) year extensions, exercisable by a writing by the City Manager and the City Attorney.
* The total compensation due under the agreement shall not exceed $169,621.00

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DocAccess Service Proposal for City of Santa Ana, CA Page 12 of 15 agrees to be bound by all terms and conditions set forth in the Agreement referenced above. In the event a Master Services Agreement is already executed between the parties, the existing agreement shall take precedence over the linked Master Services Agreement.

Customer may issue purchase orders for its internal, administrative use only, and not to impose any contractual terms. Any terms contained in any such purchase orders issued by the Customer are considered null and will not alter the Binding Terms, the Agreement, or this service agreement.

CivicPlus, LLC
Name: Mac Clemmens
Title:

Date:

SVP, DocAccess Co-Founder
City of Santa Ana, CA
Name: Jack Ciulla
Title:

Date:

W-9 available at ge
tstreamline.com/w9 | Fed Tax ID: 48-1202104

CITY OF SANTA ANA
_______________________
ALVARO NUÑEZ
Ci
ty Manager
ATTEST:
_______________________
JENNIF
ER L. HALL
City Clerk
APPROVED AS TO FORM:

SONIA R. CARVALHO
City Attorney
By: _______________________

JONATHAN T
. MARTINEZ
Assistant City Attorney
CivicPlus, LLC
_______________________
By: Mac C
lemmens
Title: SVP, DocAccess Co-Founder
RECOMMENDED FOR APPROVAL:
________________________

JACK CIULL
A
Chief Technology Innovations Officer
Information Technologies Department
03-23-2026

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DocAccess Service Proposal for City of Santa Ana, CA Page 13 of 15 Company shall procure and maintain for the duration of the contract insurance against claims for security breaches, system failures, injuries to persons, damages to software, and damages to property (including computer equipment), theft, or other misuse of Customer’s data, infringement of intellectual property, invasion of privacy and breach of data, which may arise from or in connection with the performance of the work hereunder by Company, its agents, representatives, or employees.

MINIMUM SCOPE AND LIMIT OF INSURANCE
Coverage shall be at least as broad as:
1 . Co
mmercial 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 general aggregate.

2. C
yber Liability (CL): Insurance, with limits not less than $2,000,000 per occurrence or claim and $2,000,000 aggregate.

Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by Company in this agreement and shall include, but not be limited to, claims involving security breach, system failure, data recovery, business interruption, cyber extortion, social engineering, infringement of intellectual property, including but not limited to infringement of copyright, trademark, trade dress, invasion of privacy violations, information theft, and release o f
p
rivate information. The policy shall provide coverage for breach response costs, regulatory fines and penalties as well as credit monitoring expenses.

3. Technology Professional Liability Errors and Omissions Insurance (E&O): appropriate to the Company’s profession and work hereunder, with limits not less than $1,000,000 per occurrence and $2,000,000 aggregate. Coverage shall be sufficiently broad to respond to the duties and obligations as is undertaken by the Company in this agreement and shall include, but not be limited to, claims involving business interruption, damage to or destruction of electronic information, and alteration of electronic information. The policy shall provide coverage for Company’s failure to provide professional s
ervices and/or products under this Agreement. The Policy shall include, or be endorsed to include, damage to, alteration of, loss of, or destruction of electronic data and/or information “property” of Customer in the care, custody, or control of Company.

4. W
orkers’ Compensation (WC): As required by the State of California, with statutory limits, and Employer’s Liability insurance with limits of no less than $1,000,000 per accident, policy, employee, for bodily injury or disease.

If Company maintains broader coverage and/or higher limits than the minimums shown above for any line of coverage, Customer requires and shall be entitled to the broader coverage and/or the higher limits maintained by Company. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to Customer.

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

1. City of Santa Ana, its City Council, its officers, officials, employees, agents, and volunteers are to be covered as additional insureds, under Company’s CGL policy, with respect to any liability arising out of work or operations performed by or on behalf of the Company including materials, parts, equipment, and personnel furnished in connection with such work or operations.

2. Company’s Insurance companies agree to waive all rights of subrogation against City of Santa Ana, its City Council, its officers, officials, employees, agents, and volunteers for losses paid under the terms of the Company’s CGL, CL, and WC policies which arise from work performed by Company under this Agreement.

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DocAccess Service Proposal for City of Santa Ana, CA Page 14 of 15

3. For any claims related to this contract, Company’s insurance coverage shall be primary and any insurance maintained by City of Santa Ana, its City Council, its officers, officials, employees, agents, or volunteers shall not contribute with it.

4. A severability of interest provision must apply for all the additional insureds, ensuring that Company’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.

5. Insurance policies required herein 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 of premium.

6. Certificate Holder on each Evidence of Insurance certificate shall be: City of Santa Ana, Attention: (Name of Department Staff Responsible for Agreement), Address of Department Responsible for Agreement, M-XX, Santa Ana, CA 92701. The name and location of project must be included in the Description of Operations section of each certificate.

Self-Insured Retentions
Self-insured retentions must be declared to and approved by Customer. Customer may require Company to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.

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 Customer.

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.

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, Company must purchase “extended reporting” coverage for a minimum of three (3) years after completion of work.

Verification of Coverage
Company shall furnish Customer with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause). Failure to obtain the required documents prior to the work beginning shall not waive Company’s obligation to provide them. Customer reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

Subcontractors
Company shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein.

Special Risks or Circumstances

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DocAccess Service Proposal for City of Santa Ana, CA Page 15 of 15 Customer reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances.

Failure to Maintain Insurance Coverage
If Company, for any reason, fails to maintain insurance coverage, which is required pursuant to this Agreement, for the entire term of this contract, the same shall be deemed a material breach of Agreement. Customer, at its sole option, may terminate this Agreement at any time and obtain damages from Company resulting from said breach.

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Planning and Building Agency
www.santa-ana.org/pb
Item # 13
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
April 7, 2026
TOPIC: Approval of Historic Property Preservation Agreements

AGENDA TITLE
Historic Property Preservation Agreements for the Properties Located at 1402 S. Birch Street and 2424 N. Oakmont Avenue

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

A-2026-XXX and No. A-2026-XXX). Includes determination that the proposed projects are exempt from further review in accordance with the California Environmental Quality Act as Categorical Exemption/Environmental Review Nos. 2025-114 and 2024-86 will be filed for the project.

Table 1: Mills Act Agreements Approved by the Historic Resources Commission (HRC) Property Owner
Historic Property
Preservation
Agreement No.

Address/House Vote by HRC
Nicholas Steven
Timmons and Laura
Michelle Trudeau,
Husband and Wife as
Community Property with
Right of Survivorship
2025-12 1402 S. Birch Street 7:0:0:1 (Commissioner
Christy absent)
Lance Uradomo and Tilly
Gurman, husband and
wife as community
property with right of
survivorship
2024-13 2424 N. Oakmont
Avenue
7:0:0:1 (Commissioner
Christy absent)
GOVERNMENT CODE §84308 APPLIES: Yes

DISCUSSION
On January 29, 2026, 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 structures in the City, subject to non-substantive changes approved by the City Manager and City Attorney. This

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Approval of Historic Property Preservation Agreements
April 7, 2026

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action allows for the approval of Historic Property Preservation Agreements (HPPA/Mills Act Contract) which provide a property tax reduction whereby property owners agree to reinvest the tax savings towards the maintenance of the historic property. Additionally, the agreements prevent inappropriate alterations to the protected historic structures.

ENVIRONMENTAL IMPACT
In accordance with the California Environmental Quality Act, the proposed project is exempt from further review. Categorical Exemption, Environmental Review Nos. 2025- 114 and 2024-86 will be filed for this project.

FISCAL IMPACT
The Historic Property Preservation Agreements will reduce the Property Tax revenue account 01102002-50011 to the City by an estimated $3,078 annually, as noted below, for a period of not less than ten years.

HPPA No. Address Estimate Exhibit No.
2025-12 1402 S. Birch Street $1,016 1-2
2024-13 2424 N. Oakmont Avenue $2,061 3-4
Total: $3,078

EXHIBITS

1. Mills Act Agreement – 1402 S. Birch Street

2. HRC Staff Report – 1402 S. Birch Street

3. Mills Act Agreement – 2424 N. Oakmont Avenue

4. HRC Staff Report – 2424 N. Oakmont Avenue
Submitted By: Ali Pezeshkpour, AICP, Executive Director, Planning and Building Agency
Approved By: Alvaro Nuñez, City Manager

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Planning and Building Agency

City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Historic Resources Commission Staff Report
January 29, 2026

Topic: HRCA No. 2025-14, HRC No. 2025-11, HPPA No. 2025- 12 – The Joy House (1402 S. Birch Street)

RECOMMENDED ACTIONS

1. Adopt a resolution approving Historic Resources Commission Application No. 2025- 14 and Historic Register Categorization No. 2025-11; and

2. Recommend that the City Council authorize the City Manager and City Clerk to execute the attached Mills Act agreement with Laura Trudeau and Nicholas Timmons, for the property located at 1402 S. Birch Street , subject to non-substantive changes approved by the City Manager and City Attorney.

EXECUTIVE SUMMARY

Laura Trudeau and Nicholas Timmons are requesting approval to designate an existing Minimal Traditional -style residence located at 1412 S. Birch Street to the Santa Ana Register of Historical Properties, as well as approval to execute a Mills Act agreement with the City of Santa Ana. The property qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as an intact example of a Minimal Traditional-style house. It is worthy of “Contributive” categorization as it has a distinctive architectural style and quality reflective of the Minimal Traditional style, including its gable- on-hip roof, exposed rounded rafters, and two-over-two wood-sash windows, among other features.

DISCUSSION

Project Location and Site Description

The subject property is located on a corner lot with Birch Street to the east and Borchard Avenue to the north, in the Wilshire Square neighborhood in Santa Ana. The site contains a 1,598- square-foot, Minimal Traditional -style residence and attached garage on a n approximately 6,100-square-foot residential lot (Exhibits 3 and 4).

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HRCA No. 2025- 12, HRC No. 2025-08, HPPA No. 2025- 07– The Joy House (1402 S.

Birch Street)
January 29, 2026

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Analysis of the Issues

Historical Listing

In March 1999, the City Council approved Ordinance No. NS -2363 establishing the Historic Resources Commission and the Santa Ana Register of Historical Properties. The Historic Resources Commission may, by resolution and at a noticed public hearing, designate as a historical property any building or part thereof, object, structure, or site having importance to the history or architecture of the city in accordance with the criteria set forth in Section 30- 2 of the Santa Ana Municipal Code (SAMC). This project entails applying the selection criteria established in Chapter 30 of the SAMC (Places of Historical and Architectural Significance) to determine if this structure is eligible for historic designation to the Santa Ana Register of Historical Properties. The first criterion for selection requires that the structures be 50 or more years old.

The structure identified meets the selection criteria for inclusion on the Santa Ana Register of Historical Properties pursuant to criteria contained in Section 30- 2 of the SAMC, as the structure is 78 years old and is a sound example of period architecture. No known code violations exist on record for this property.

The Joy House is architecturally significant as an intact example of a Minimal Traditional- style house in Santa Ana. The original building permit indicates the property was constructed in 1947 as a house consisting of six rooms and a detached garage at a cost of $8,000.00. The original building permit does not identify an architect or contractor, though the property may have been constructed by Coast Construction Company, which is indicated as the original owner. The earliest known occupants are Carroll H. and Donna Aloen (née Miller) Joy, who, city directory listings show, lived at the address by 1949 (Ancestry.com 2011). Prior to the Joy family's acquisition of the subject property, Carroll was a decorated pilot during World War II and, in civilian life, owned a service station, before entering a career as an insurance agent (Santa Ana Register July 8, 1944; Santa Ana Register November 20, 1947; The Register August 7, 1955 ). In 1953, the Joy s constructed an addition to the rear (north) of the residence. Donna served as president of the Spurgeon Parent Teacher Association in Santa Ana in 1959 (The Register March 7, 1959). In June 1966, Donna passed away (The Register June 6, 1966). Within three years of Donna's passing, the property was owned by the family of Charles R. Bryan. City building permits show the Bryan family constructed an addition to the detached garage in 1972. The property remained in the possession of the Bryan family until at least as recently as 2016, when city building permit records show Dolly Bryan was the owner. The current owners, Laura Trudeau and Nicholas Timmons, acquired the property in 2024.

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HRCA No. 2025- 12, HRC No. 2025-08, HPPA No. 2025- 07– The Joy House (1402 S.

Birch Street)
January 29, 2026

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Borchard Avenue. The residence is L-planned, with exterior walls sheathed in horizontal plank siding and stucco and a principally gable–on-hip roof clad in asphalt shingles. The open, moderately wide roof overhangs include exposed rafters with rounded ends. Facing S. Birch Street to the west, the asymmetrical main façade is characterized by its recessed front porch, which includes a north- facing glazed wood front door and paired 2- over-2 wood-sash double-hung windows situated under the main slope of the roof. Most windows throughout the house are of a similar design.

The secondary north façade, which fronts W. Borchard Avenue, consists mainly of a rear addition to the residence. Clad entirely in stucco, the exterior on this façade is punctuated by a series of 2-over-2 double-hung wood-sash windows, in addition to a small glass block light. Two windows are situated in a recess near the junction of the addition with the historic portion of the house. The south and west façades face the property’s backyard, where they form a court. The façades facing the backyard feature stucco siding and wood sash windows in 2- over-2 hung and inwardly opening hopper configurations. Entrances are located near the juncture of the west and south facades, where two glazed wood doors face west and south, respectively . In addition, a non- original sliding glass door covers most of the west side of the rear addition.

Situated at the far northern end of the parcel, the detached garage complements the historic appearance of the property (Figure 9). It is rectangular in plan, sheathed in stucco, and capped with gable-on-hip rood with exposed rafters and asphalt shingles. The non- original metal roll-up garage door faces a short driveway to the north, accessing Borchard Avenue. The property is landscaped with a front lawn, shrubs, palms, and various flowering plants.

Character-defining features of the Minimal Traditional style exhibited by the house include, but are not necessarily limited to, its asymmetrical main facade composition; horizontal plank and stucco siding; gable- on-hip roof form; open eaves with exposed rounded rafters; historic glazed wood front door; recessed front porch; and 2- over-2 wood-sash hung windows. The Joy House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as an intact example of a Minimal Traditional - style home in Santa Ana. The recommended categorization is Contributive because it contributes to the overall character and history of its neighborhood and is a good example of period architecture.

Mills Act Agreement

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HRCA No. 2025- 12, HRC No. 2025-08, HPPA No. 2025- 07– The Joy House (1402 S.

Birch Street)
January 29, 2026

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site authorize the listing of the property on the local register. The agreement provides monetary incentives to the property owner in the form of a property tax reduction in exchange for the owner’s voluntary commitment to maintain the property in a good state of repair as necessary to maintain its character and appearance. Once recorded, the agreement generates a different valuation method in determining the property’s assessed value, resulting in tax savings for the owner. Aside from the tax savings, the benefits include:

• Long term preservation of the property and visual improvement to the neighborhood • A mechanism to provide for property rehabilitation
• Incentives for potential buyers to purchase historic structures • Discouraging inappropriate alterations to the property

The property has no identified unauthorized modifications. Upon consideration of the application, it is recommended that the City enter into a Historic Property Preservation Agreement subject to a completion of future improvements as described in an attached Work Plan.

Overall, future improvements (Work Plan) proposed by the homeowner and Planning Division staff during the initial ten years of the Mills Act Agreement include the following:
1) assess plank siding for cracking and other damage and replace or repair in-kind with Planning Division staff approval; 2) assess condition of windows and replace in-kind, as necessary and with Planning Division staff approval; 3) trim vegetation on street-facing sides of the property to maintain a clear view of the property from the sidewalk; 4) reroof in-kind, with Planning Division staff approval; assess condition of exposed rafters and repair, as necessary with Planning Division staff approval; 5) assess paint and stucco throughout the residence and repair or replace, as necessary and with Planning Division staff approval; and 6) assess condition of hardscaping, including walkways, steps, porch, and other areas, and repair or replace with Planning Division staff approval.

As part of the Mills Act approval process, staff will work with the applicant to ensure that a bronze plaque is installed honoring and recognizi ng 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. Upon consideration of the application, it is recommended that the City enter into a Historic Property Preservation Agreement to enable the Mills Act.

City Council
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25 4/7/2026

HRCA No. 2025- 12, HRC No. 2025-08, HPPA No. 2025- 07– The Joy House (1402 S.

Birch Street)
January 29, 2026

Page 5 ends

Public Notification

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

ENVIRONMENTAL IMPACT

Pursuant to the California Environmental Quality Act (CEQA) and the CEQA Guidelines, the project is exempt from further review pursuant to Section 15331 of the CEQA Guidelines (Class 31 – Historical Resource Restoration/Rehabilitation) as these actions are designed to preserve historic resources. Based on this analysis, a Notice of Exemption, Environmental Review No. 2025-114, 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 $1,016.40 annually, for a period of not less than ten years.

EXHIBITS

1. Resolution

2. Mills Act Agreement – 1402 S. Birch Street

3. 500-Foot Radius Map – 1402 S. Birch Street

4. Copy of Public Notice – 1402 S. Birch Street

Submitted By: James Williams, Contract Planner

Approved By: Ali Pezeshkpour, AICP, Executive Director, Planning and Building Agency

City Council
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26 4/7/2026

FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2026-xx

Page 1 of 6 ends

RESOLUTION NO. 2026-XX

A RESOLUTION OF THE HISTORIC RESOURCES

COMMISSION OF THE CITY OF SANTA ANA APPROVING
HISTORIC RESOURCES COMMISSION APPLICATION NO.
2025-14 TO PLACE THE PROPERTY LOCATED AT 1402 S.

BIRCH STREET , SANTA ANA, ON THE HISTORICAL

PROPERTY WITHIN THE CONTRIBUTIVE CATEGORY

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

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

A. On January 29, 2026, the Historic Resources Commission held a duly noticed public hearing for the placement on the Santa Ana Register of Historical Properties (Historic Resources Commission Application No. 2025-14) and categorization (Historic Resources Commission Categorization No. 2025- 11) of the Joy House located at 1402 S. Birch Street, Santa Ana.

B. The Joy House has distinctiv e architectural features of the Minimal Traditional style and was built in 1947.

C. The Joy House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as an intact example of a Minimal Traditional style home in Santa Ana. The house displays characteristics of the Minimal Traditional style through its use of its asymmetrical main façade, gable-on- hip roof, and two- over-two windows, among other original features . The recommended categorization is “ Contributive” because it has a distinctive architectural style and quality reflective of the Minimal Traditional style.

Character-defining features of the Joy House include but may not be limited to: its asymmetrical main facade composition; horizontal plank and stucco siding; gable-on-hip roof form; open eaves with exposed rounded rafters; two glass block windows along north facade; and historic glazed wood front door.

D. The legal owners of the property are Nicholas Steven Timmons and Laura Michelle Trudeau, Husband and Wife as Community Property with Right of Survivorship.

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

City Council
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FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2026-xx

Page 2 of 6 ends

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

G. T he subject property meets the minimum standards for placement in the Contributive category pursuant to Section 30-2 .2(3) of the Santa Ana Municipal Code.

H. In addition to meeting the st andards for placement in the Contributive category pursuant to Section 30 -2.2(3) of the Santa Ana Municipal Code, the applicant has agreed, as part of the requested Mills Act agreement Work Plan, to restoration of select elements described therein within the first five years of the Agreement’s term, including: assess plank siding for cracking and other damage and replace or repair in-kind with Planning Division staff approval; assess condition of windows (two glass block windows and 2- over-2 double hung wood windows) and replace in-kind, as necessary and with Planning Division staff approval; reroof in-kind, with Planning Division staff approval; assess condition of exposed rafters and repair as necessary, with Planning Division staff approval; and assess paint and stucco throughout the residence and repair or replace, as necessary and with Planning Division staff approval.

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

Categorical Exemption No. ER-2025-114 will be filed for this project.

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

A. Historic Resources Commission Application No. 2025 -14 to place the Joy House located at 1402 S. Birch Street, Santa Ana, 92707 on the historical register, as conditioned in Exhibit B, attached hereto and incorporated herein, and
B. Historic Register Categorization No. 2025-11 placing the Joy House located at 1402 S. Birch Street, Santa Ana, 92707 within the Contributive category, as conditioned in Exhibit B, attached hereto and incorporated herein.

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

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

City Council
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28 4/7/2026

FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2026-xx

Page 3 of 6 ends

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

ADOPTED this 29th day of January, 2026.

__________________________
Edward Murashie
Chairperson

APPROVED AS TO FORM:

Sonia R. Carvalho, City Attorney

By:________________________
Brandon Salvatierra
Assistant City Attorney

AYES: Commissioners:

NOES: Commissioners:

ABSENT: Commissioners:

ABSTENTIONS: Commissioners:

City Council
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29 4/7/2026

FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2026-xx

Page 4 of 6 ends

CERTIFICATE OF ATTESTATION AND ORIGINALITY

I, Gema Zapien, Historic Resources Commission Secretary, do hereby attest to and certify the attached Resolution No. 2026-XX to be the original resolution adopted by Historic Resources Commission of the City of Santa Ana on January 29, 2026.

Date: ________________ ____________________________________ Gema Zapien
Commission Secretary
City of Santa Ana

City Council
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30 4/7/2026

FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2026-xx

Page 5 of 6 ends

EXHIBIT A

LEGAL DESCRIPTION

APN Address Legal Description Owner Names
013-171-15 1402 S. Birch Street THE LAND REFERRED TO

HEREIN BELOW IS SITUATED

IN THE CITY OF SANTA ANA,

COUNTY OF ORANGE,

STATE OF CALIFORNIA AND
IS DESCRIBED AS FOLLOWS:

LOT 2 OF TRACT NUMBER
1170, IN THE CITY OF CITY OF

SANTA ANA, COUNTY OF

ORANGE, STATE OF

CALIFORNIA, AS PER MAP
RECORDED IN BOOK 38,
PAGE 36 OF

MISCELLANEOUS MAPS, IN

THE OFFICE OF

THE COUNTY RECORDER OF
SAID COUNTY.

Nicholas Steven
Timmons and
Laura Michelle
Trudeau,
Husband and
Wife as
Community
Property with
Right of
Survivorship

City Council
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31 4/7/2026

FREE RECORDING PURSUANT TO
GOVERNMENT CODE § 27383
Resolution No. 2026-xx

Page 6 of 6 ends

EXHIBIT B

Conditions of Approval for Historic Resources Commission Application No. 2025-14 and Historic Resources Commission Categorization No. 2025-11

The Applicant must comply with each condition listed below prior to exercising the rights conferred by the Historic Resource Commission’s approval and the City of Santa Ana Register of Historic Properties pursuant to Section 30-6 of the Santa Ana Municipal Code. The Applicant must remain in compliance with all condition(s) listed below:

1. Within 180-days of execution of this resolution, the applicant shall install a bronze plaque as per a template on file with the Planning Division honoring and recognizing the structure at 1402 S. Birch Street, historically known as the Joy House. The plaque shall include the historic name, address, year built, and local historic register designation. The final dimensions, location, text and description on the plaque shall be reviewed and approved by Planning Division staff.

2. The applicant shall regularly maintain all landscaping in the front yard area (pruning and thinning trees and shrubs) so that the historic building and its character defining features (including but not limited to its asymmetrical main facade composition; horizontal plank and stucco siding; gable-on-hip roof form; open eaves with exposed rounded rafters; historic glazed wood front door) are visible from the public right-of-way.

City Council
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32 4/7/2026

RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:

City of Santa Ana
20 Civic Center Plaza (M-30)
Santa Ana, CA 92702
Attn: Clerk of the Council

FREE RECORDING PURSUANT TO GOVERNMENT CODE § 27383
_________________________________________________________________________

HISTORIC PROPERTY PRESERVATION AGREEMENT

This Historic Property Preservation Agreement (“Agreement”) is made and entered into by and between the City of Santa Ana, a charter city and municipal corporation duly organized and existing under the Constitution and laws of the of the State of California (hereinafter referred to as “City”), and Nicholas Steven Timmons and Laura Michelle Trudeau, Husband and Wife as Community Property with Right of Survivorship (hereinafter collectively referred to as “Owner”), owner of real property located at 1402 South Birch Street, 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 1402 South Birch Street, Santa Ana, CA, 92707 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, add itions, new building, and other changes are appropriate; and to ensure that rehabilitation and maintenance are carried out in an exemplary manner.

City Council
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33 4/7/2026

MILLS ACT AGREEMENT
1402 South Birch Street
Santa Ana, CA 92707

- 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 April 8, 2026, 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 character - defining features described in the “Executive Summary” and “Historical Property Description” attached hereto, marked collectively 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.

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MILLS ACT AGREEMENT
1402 South Birch Street
Santa Ana, CA 92707

- 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.

All work items shall be completed within the first ten years of the Mills Act Agreement, with specific items completed within the first five years including assessing horizontal plank siding for cracking and other damage and replacing or repair ing in-kind with Planning Division staff approval; assessing condition of windows (two glass block windows and 2- over-2 double hung sash wood windows) and replacing in-kind, as necessary and with Planning Division staff approval; reroofing in-kind, with Planning Division staff approval; assessing condition of exposed rafters and repairing as necessary, with Planning Division staff approval; and assessing paint and stucco throughout the residence and repair ing or replacing , as necessary and with P lanning Division staff approval . 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.

City Council
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35 4/7/2026

MILLS ACT AGREEMENT
1402 South Birch Street
Santa Ana, CA 92707

- 4 -

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.

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, decla re 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

City Council
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MILLS ACT AGREEMENT
1402 South Birch Street
Santa Ana, CA 92707

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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 1402 South Birch Street , Assessor Parcel Number, 013-171-15, and more particularly described in Exhibit A, in the City of Santa Ana, to the covenants, conditions, and restrictions as set forth in this Agreement.

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 not ice that the property is listed on the C ity’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 execut ion 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

City Council
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37 4/7/2026

MILLS ACT AGREEMENT
1402 South Birch Street
Santa Ana, CA 92707

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Owner: Nicholas Timmons and Laura Trudeau
1402 South Birch Street
Santa Ana, CA 92707

10. General Provisions.

a. None of the terms, provisions, or conditions of this Agreement shall be deemed to create a partnership between the parties hereto and any of their heirs, successors, or assigns, nor shall such terms, provisions or conditions cause them to be considered joint ventures or members of any joint enterprise.

b. The Owner agrees to and shall indemnify and hold the City and its elected and appointed officials, officers, agents, and employees harmless from liability for damage or claims for damage for personal injuries, including death, and claims for property damage which may arise from the direct or indirect use or operations of the Owner or those of his or her contractor, subcontractor, agent, employee, or other person acting on his or her behalf which relates to the use, operation, and maintenance of the Historic Property. The Owner hereby agrees to and shall defend the City and its elected and appointed officials, officers, agents, and employees with respect to any and all actions for damages caused by, or alleged to have been caused by, reason of the Owner's activities in connection with the Historic Property.

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.

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MILLS ACT AGREEMENT
1402 South Birch Street
Santa Ana, CA 92707

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11. Recordation.

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

12. Amendments.

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

13. Effective Date

This Agreement shall be effective on the day and year first written above in Section 1.

{Signature page follows}

City Council
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MILLS ACT AGREEMENT
1402 South Birch Street
Santa Ana, CA 92707

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ATTEST: CITY OF SANTA ANA

________________________ _________________________
JENNIFER L. HALL AL VARO NUÑEZ
City Clerk City Manager

OWNER

Date: ___________________ By:__________________
NCHOLAS S. TIMMONS

Date: ___________________ By:__________________
LAURA M. TRUDEAU

APPROVED AS TO FORM: RECOMMENDED FOR APPROVAL:

SONIA CARVALHO
City Attorney

By: _____________________ _____________________

BRANDON SALVATIERRA ALI PEZESHKPOUR
Assistant City Attorney Executive Director
Planning and Building Agency

City Council
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MILLS ACT AGREEMENT
1402 South Birch Street
Santa Ana, CA 92707

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EXHIBIT A

LEGAL DESCRIPTION

THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF SANTA

ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA AND IS DESCRIBED AS FOLLOWS:

LOT 2 OF TRACT NUMBER 1170, IN THE CITY OF CITY OF SANTA ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA, AS PER MAP RECORDED IN BOOK 38, PAGE 36

OF MISCELLANEOUS MAPS, IN THE OFFICE OFTHE COUNTY RECORDER OF SAID COUNTY.

Assessor’s Parcel Number: 013-171-015

City Council
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41 4/7/2026

Exhibit B

EXECUTIVE SUMMARY
Joy House
1402 South Birch Street
Santa Ana, CA 92707
NAME Joy House REF. NO.

ADDRESS 1402 South Birch Street
CITY Santa Ana ZIP 92707 ORANGE COUNTY
YEAR BUILT 1947 LOCAL REGISTER CATEGORY: Contributive
HISTORIC DISTRICT N/A NEIGHBORHOOD Wilshire Square
CALIFORNIA REGISTER CRITERIA FOR EVALUATION C/3 CALIFORNIA REGISTER STATUS CODE 5S3

Location: Not for Publication Unrestricted

Prehistoric Historic Both

ARCHITECTURAL STYLE: Minimal Traditional

During the Great Depression through the immediate postwar years, the Minimal Traditional home rose in popularity as the preferred style for middle -class housing in the United States. This basic house type fulfilled both aesthetic and social needs: in terms of aesthetics, the form represented a s tripped-down version of the historic -eclectic styles popular in the 1920s, in particular the Tudor and English Revival styles. In social terms, the Minimal Traditional home satisfied requirements in square footage and plan by the Federal Housing Administration (FHA), which launched a campaign in this period to expand home ownership. The Minimal Traditional home served as the prototype used by the FHA in its efforts to codify and manufacture “a standard, low-cost, minimum house that the majority of American wage earners could afford” (Greg Hise, Magnetic Los Angeles, p. 57). Minimal Traditional homes are typically rectangular in plan and one- story in height, often with a front -gabled wing and prominent attached chimney. In contrast with the English and Tudor Revival styles the one-story version sometimes mimics, the Minimal Traditional home is capped with a low or intermediate pitch roof with a hipped or side gable. Sheathing materials include stucco, brick, or wood, often accompanied by stone veneer accents. Fenestration generally consists of multi -light casement, double- hung, and picture windows with wood frames. The eaves and rakes of the Minimal Traditional home are typically shallow (in a departure from the later Ranch House style, which they often resemble). Although they have little applied ornament , many Minimal Traditional homes often display decorative wood shutters and porch-roof supports.

SUMMARY/CONCLUSION:

The Joy House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as an intact example of a Contemporary Modern- style home in Santa Ana. The recommended categorization is “ Contributive” because it is a good example of the style and contributes to the historical and architectural character of its neighborhood. (Santa Ana Municipal Code, Section 30-2.3).

EXPLANATION OF CODES:

• California Register Criteria for Evaluation: (From California Office of Historic Preservation, Technical Assistance Series # 7, “How to Nominate Resources to the California Register of Historical Resources,” September 4, 2001.)

3: It embodies the distinctive characteristics of a type, period, region, or method of construction, or represents the work of a master, or possesses high artistic values.

• It embodies the distinctive characteristics of a type, period, region, or method of construction, or represents the work of a master, or possesses high artistic values.
5S3: Appears to be individually eligible for local listing or designation through survey evaluation.

City Council
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42 4/7/2026

State of California  The Resources Agency Primary #______________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI #__________________________________________________ PRIMARY RECORD Trinomial______________________________________________ NRHP Status Code____5S3_______________________________
Other Listings_____________________________________________________________________ Review Code________ Reviewer________________________ Date_______________ Page _1_ of _6_ Resource name(s) or number (assigned by recorder) Joy House

P1. Other Identifier:
*P2. Location: Not for Publication Unrestricted *a. County Orange County *b. USGS 7.5’ Quad: Tustin, CA 7.5-Minute Series Date: 2022 * c. Address 1402 S. Birch Street City: Santa Ana Zip: 92707 * e. Other Locational Data: Assessor’s Parcel Number 013-171-15

*P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries)

Located on a corner parcel in the Wilshire Square neighborhood, the Joy House consists of a one-story, single -family residence and detached garage constructed in the Minimal Traditional style (Figure 1). The parcel is bounded on the west by Birch Street and on the north by West Borchard Avenue. The residence is L-planned, with exterior walls sheathed in horizontal plank siding and stucco and a principally gable–on-hip roof clad in asphalt shingles . The open, moderately wide roof overhangs include exposed rafters with rounded ends (Figure 2) . Facing South Birch Street to the wes t, the asymmetrical main façade is characterized by its recessed front porch (Figure 3), which includes a north-facing glazed wood front door (Figure 4) and paired 2-over -2 wood-sash double-hung windows situated under the main slope of the roof . Most windows throughout the house are of a similar design.

(See Continuation Sheet 3 of 6.)

*P3b. Resource Attributes: (list attributes and codes) HP2. Single-Family Residence

*P4. Resources Present: Building Structure Object Site District Element of District Other

P5b. Photo: (view and date)
(Figure 1) Primary (east) facade, view
southwest, October 2025

*P6. Date Constructed/Age and
Sources: historic
1947, Assessor data

*P7. Owner and Address:

Laura Trudeau and Nicholas
Timmons
1402 S. Birch Street
Santa Ana, CA 92707

*P8. Recorded by:

James Williams
City of Santa Ana
20 Civic Center Plaza M-20
Santa Ana, CA 92702

*P9. Date Recorded:

January 29, 2026

*P10. Survey Type:

Intensive Survey Update

*P11. Report Citation: (Cite survey
report and other sources, or enter “none”)
None

*Attachments: None Location Map Sketch Map Continuation Sheet Building, Structure, and Object Record Archaeological Record District Record Linear Feature Record Milling Station Record Rock Art Record Artifact Record Photograph Record  Other (list)
DPR 523A (1/95) *Required information
P5a. Photo

Exhibit B

City Council
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State of California  The Resources Agency Primary #__________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI#______________________________________________

BUILDING, STRUCTURE, AND OBJECT RECORD

Page 2 of 6 ends

*Resource Name or #: Joy House

B1. Historic Name: Joy House
B2. Common Name: Same
B3. Original Use: Single-family residence B4. Present Use: Single-family residence *B5. Architectural Style: Minimal Traditional
*B6. Construction History: (Construction date, alterations, and date of alterations):

December 11, 1947: property constructed as a 6 room residence and garage for Coast Construction Company, valued at $8,000 August 14, 1953: Addition of a room and ½ bath, for C. Joy by Adams and Helm, valued at $3,000.

February 2, 1972: Addition to garage by owner, Charles R. Bryan, valued at $100.

*B7. Moved? No Yes Unknown Date:__________ Original location:_______ _______ *B8. Related Features: N/A

B9a. Architect: Unknown b. Builder: likely Coast Construction Company

*B10. Significance: Theme Residential Architecture Area Santa Ana Period of Significance: 1947 Property Type: Single-family residence Applicable Criteria: C/3 (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity)

The Joy House is architecturally significant as an intact example of a Minimal Traditional -style house in Santa Ana. The original building permit indicates the property was constructed in 1947 as a house consisting of six rooms and a det ached garage at a cost of $8,000.00 . The original building permit does not identify an architect or contractor, though the property may have been constructed by Coast Construction Company, which is indicated as the original owner. The earliest known occupants are Carroll H. and Donna Aloen (nee Miller) Joy , who, city directory listings show , lived at the address by 1949 (Ancestry.com 2011). Prior to the Joy family's acquisition of the subject property, Carroll was a decorated pilot during World War II and, in civilian life, owned a service station, before entering a career as an insurance agent (Santa Ana Register July 8, 1944; Santa Ana Register November 20, 1947; The Register August 7, 1955 ). In 1953, the Joys constructed an addition to the rear (north) of the residence. Donna served as president of the Spurgeon Parent Teacher Association in Santa Ana in 1959 (The Register March 7, 1959) . In June 1966, Donna passed away (The Register June 6, 1966). Within three years of Donna's passing, the property was owned by the family of Charles R Bryan. C ity building permits show the Bryan family constructed an addition to the detached garage in 1972. The property remained in the possession of the Bryan family until at least as recently as 2016, when city building permit records show Dolly Bryan was the owner. The current owners, Laura Trudeau and Nicholas Timmons acquired the property in 2024. (See Continuation Sheet 3).

B11. Additional Resource Attributes: (List attributes and codes)

*B12. References:

(See Continuation Sheet 4 of 6.)

B13. Remarks: None

*B14. Evaluator: James Williams, City of Santa Ana.

*Date of Evaluation: January 29, 2026

Sketch Map

(This space reserved for official comments.)
Joy House
1402 S. Birch Street
STRE
AVENUE

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State of California  The Resources Agency Primary # _____________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI # ________________________________________________ CONTINUATION SHEET Trinomial _____________________________________________

Page 3 ends

*Recorded by James Williams *Date January 29, 2026  Continuation  Update DPR 523L
DPR 523B (1/95) *Required information

*P3a. Description (continued):

The secondary north façade, which fronts West Borchard Avenue, consists mainly of a rear addition to the residence (Figure 5). Clad entirely in stucco, the exterior on this façade is punctuated by a series of 2-over-2 double-hung wood-sash windows, in addition to a small glass block light (Figure 6). Two windows are situated in a recess near the junction of the addition with the historic portion of the house (Figure 7). The south and west façades face the property’s backyard, where they form a court. The façades facing the backyard feature stucco siding and wood sash windows in 2-over-2 hung and inwardly opening hopper configurations. Entrances are located near the junctur e of the west and south facades, where two glazed wood doors face west and south, respectively (Figure 8). In addition, a non-original sliding glass door covers most of the west side of the rear addition (Figure 9).

Situated at the far northern end of the parcel, t he detached garage complements the historic appearance of the property (Figure 10). It is rectangular in plan, sheathed in stucco, and capped with gable-on-hip rood with exposed rafters and asphalt shingles. The non-original metal roll-up garage door faces a short driveway to the north, accessing W. Borchard Avenue. The property is landscaped with a front lawn, shrubs, palms, and various flowering plants.

*B10. Significance (continued):

The Joy House is located in Wilshire Square, a neighborhood located south of the city center and bounded by West McFadden Avenue on the north, West Edinger Avenue on the south, South Main Street on the east, and South Flower Street on the west. This area remained agricultural in use into the early twentieth century, the landscape dotted with walnut and orange groves. The 1912 plat map of Santa Ana showed South Main Street and Fairview Avenue (now McFadden Avenue) as the only streets in the area, with the majority of the property held by a few landowners: N. Palmer, H. K. Hanson, O’Brien, and Lewis.

Development of Wilshire Square began circa 1923, when newspaper advertisements for newly subdivided lots costing between $635.00 and $1,875.00 boasted “five foot s idewalks, curbs, electricity, gas, sewer, city water and ornamental trees.” By 1923, all of Flower, Garnsey, Van Ness, Ross, and Borchard and portions of the remaining streets had been laid out.

Lathrop Junior High School, designed by architect Frederick Eley in 1921 (demolished circa 1970), was constructed on the southwest corner of Fairview and Main and became an anchor of the neighborhood. In 1925, over 65 homes had been built in Wilshire Square, according to a count of addresses listed in the city di rectories. A 1927 map indicated that the area was zoned for single -family residences, except the east side of Sycamore, which was set aside for “courts and apartments,” apparently as a buffer for the “neighborhood business” zone on South Main Street. By 1930, maps of the City showed that, with the exception of a gap between Borchard and Edinger Avenues on Birch, Broadway, and Sycamore, all the streets in Wilshire Square were in place. Mapped by the Sanborn Company between 1931 and 1940, the neighborhood was substantially developed prior to the beginning of World War II.

Built in three phases, Wilshire Square primarily showcases the revival architectural styles popular during the first phase, c irca 1923 to 1931, when 326 homes were built: variations of the Tudor Revival, the Spanish Colonial Revival, and the Colonial Revival. A handful of Craftsman bungalows completed the picture. A second phase, from 1935 to 1942, marked the recovery from the Great Depression and the war preparation years, and result ed in another 171 homes. The post World War II building boom added 91 homes, many in the newly popular California Ranch style. Enhanced by the canopies of mature trees that line many of the streets, Wilshire Square developed as a middle class neighborhoo d of white and blue collar workers. Homes were both owner and speculator built, and, regardless of style, are unified by their one-story height, scale, common setbacks, and the placement of detached garages in the rear of each property. Retaining these q ualities today (2003), the neighborhood was recognized for excellence in urban design by the Orange County Chapter of the American Institute of Architects in 1997.

The Joy House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as an intact example of a Minimal Traditional -style home in Santa Ana. Located in Wilshire Square, the house was constructed in 194 7. The recommended categorization is “ Contributive” because it contributes to the overall character and histor y of its neighborhood and is a good example of period architecture (Santa Ana Municipal Code, Section 30-2. 3). Character-defining features of the house’s original 1947 Minimal Traditional -style construction include, but are not necessarily limited to, its asymmetrical main (south) facade composition; horizontal plank and stucco siding; gable-on -hip roof form ; open eaves with exposed rounded rafters; historic glazed wood front door; recessed front porch; two glass block windows along north facade; and 2-over-2 wood-sash hung windows.

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Page 4 ends

*Recorded by James Williams *Date January 29, 2026  Continuation  Update DPR 523L

*B12. References (continued):

Advertisement for Allstate Insurance Company. The Register. August 7, 1955. https://www.newspapers.com/image/995296705/?match=1&terms=%22carroll%20joy%22.

Ancestry.com. U.S., City Directories, 1822-1995 [database on-line]. Lehi, UT, USA: Ancestry.com Operations, Inc., 2011.

Col. Joy on Two Weeks Duty with Air Reserve, Santa Ana Register, November 20, 1947. https://www.newspapers.com/image/998137844/?match=1&terms=%22carroll%20joy%22. “Donna Aloen Joy,” The Register, June 6, 1966.
https://www.newspapers.com/image/996955189/?terms=%221402%20s%20birch%22. “Fighter Pilot Wins Air Medal,” Santa Ana Register, July 8, 1944, p. 2. https://www.newspapers.com/image/1001577973/?match=1&terms=%22carroll%20joy%22.

Marsh, Diann. Santa Ana: An Illustrated History. Encinitas, Heritage Publishing, 1994. “Mrs. Joy Heads Spurgeon PTA,” The Register. March 7, 1959. https://www.newspapers.com/image/996559394/?match=1&terms=%22carroll%20joy%22.

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Page 5 ends

*Recorded by James Williams *Date January 29, 2026  Continuation  Update DPR 523L

Additional Figures:

Figure 2. The roof overhang on the primary (south)
façade is generally representative of the same element
throughout the property.

Figure 3. Located on the primary (east) façade, the
recessed front porch features 2-over-2 hung wood-sash
windows and a glazed front door. Facing northwest.

Figure 4. Front patio as viewed from the porch. Facing
north.

Figure 5. North and west façades of the 1953 addition to the residence. Facing southwest.

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Page 6 ends

*Recorded by James Williams *Date January 29, 2026  Continuation  Update DPR 523L

Figure 6. Glass block window on the north façade.

Facing east.

Figure 7. On the north façade, 2-over-2 hung wood-sash
windows open from a recess at the junction of the
house’s historic plan and the 1953 addition windows.

Facing southeast.

Figure 8. At the junction of the west and south façades, the rear porch exhibits two glazed wood doors and two
2-over-2 hung wood-sash windows. Facing northeast.

Figure 9. A non-original sliding glass door opens from the interior-facing west side of the 1953 addition. Facing northeast.

Figure 10. Located at the property’s northeast corner, the detached garage many elements in common with the
residence, including a hip-on-gable roof, exposed rafters, and stucco siding. Facing southwest.

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MILLS ACT AGREEMENT
1402 N. Birch Street
Santa Ana, CA 92707

- 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 di stinguishing 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 bui ldings, 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 ar e 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 o r 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 necessa ry, the new material should match the material being replaced in composition, design, color, texture, and other visual qualities. Repair or replacement of missing architectural features should be based on accurate duplications of features, substantiated by historic, physical, or pictorial evidence rather than on conjectural designs or the availability of different architectural elements from the other buildings or structures.

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

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

9. Contemporary design for alterations and additions to existing properties shall not be discouraged when such alterations and additions do not destroy significant historical, architectural or cultural material, an d such design is compatible with

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MILLS ACT AGREEMENT
1402 N. Birch Street
Santa Ana, CA 92707

- 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, th e essential form and integrity of the structure would be unimpaired.

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Exhibit D: Proposed Structure Improvements (“Work Plan”) 1402 S. Birch Street
Item Year Improvement
1 2026 Assess horizontal plank siding for cracking and other damage; replace or repair in- kind with staff approval.
2 2026 Assess condition of windows (two glass block windows and 2 -over-2 double hung sash windows); replace in-kind, as necessary and with staff approval. 3 2026 Trim vegetation on street -facing sides of the property to maintain a clear view of the property from the sidewalk.
4 2029 Reroof in-kind, with staff approval; assess condition of exposed rafters and repair as necessary, with staff approval.
5 2031 Assess pain t and stucco throughout the residence and repair or replace, as necessary and with staff approval.
6 2032 Assess condition of hardscaping, including walkways, steps, porch, and other areas, and repair or replace with staff approval.

City Council
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HRCA NO. 2025-14, HRC NO. 2025-11,
HPPA NO. 2025-12

JOY HOUSE
1402 N. BIRCH STREET

P L A N N I N G AND B U I L D I N G A G E N C Y
500’ RADIUS
EXHIBIT 3
SITE

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

Daily Journal Corporation
Serving your legal advertising needs throughout California.

Mailing Address : 600 W SANTA ANA BLVD STE 812, SANTA ANA, CA 92701 Telephone (714) 543-2027 / Fax (714) 542-6841
Visit us @ www.LegalAdstore.com

GEMA ZAPIEN

CITY OF SANTA ANA/PLANNING & BUILDING AGENCY
20 CIVIC CENTER PLAZA 2ND FLR
SANTA ANA, CA 92702

GPN GOVT PUBLIC NOTICE
1402 S. Birch St.
01/16/2026
Publication
www.capublicnotices.com
Total
$146.15
$20.00
$166.15
ORANGE COUNTY REPORTER, SANTA ANA (714) 543-2027
BUSINESS JOURNAL, RIVERSIDE (951) 784-0111
DAILY COMMERCE, LOS ANGELES (213) 229-5300
LOS ANGELES DAILY JOURNAL, LOS ANGELES (213) 229-5300
SAN FRANCISCO DAILY JOURNAL, SAN FRANCISCO (800) 640-4829 SAN JOSE POST-RECORD, SAN JOSE (408) 287-4866
THE DAILY RECORDER, SACRAMENTO (916) 444-2355
THE DAILY TRANSCRIPT, SAN DIEGO (619) 232-3486
THE INTER-CITY EXPRESS, OAKLAND (510) 272-4747
Notice Type:

Ad Description

COPY OF NOTICE
4002170
!A000007289941!
The charge(s) for this order is as follows. An invoice will be sent after the last date of publication. If you prepaid this order in full, you will not receive an invoice.

NOTICE OF PUBLIC HEARING

BEFORE THE SANTA ANA HISTORIC

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

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

Project Location: 1402 South Birch
Street located within the Single -Family
Residence (R1) zoning district.

Project Applicant: Laura Trudeau and
Nicholas Timmons (Property Owner &
Applicant)
Project Description: Request for
approval of Historic Resources
Commission Application (HRCA) No.
2025 -14, Historic Register Categorization
(HRC) No. 2025 -11, and Historic Property
Preservation Application (HPPA) No.
2025 -12 to allow the placement and
categorization of the su bject site in the
Santa Ana Register of Historical
Properties as “Contributive” and to
execute a Historic Property Preservation
Agreement with the City of Santa Ana.

Environmental Impact: Pursuant to the
California Environmental Quality Act
(CEQA) and the CEQA Guidelines, the
project is exempt from further review
under Section 15331 (Class 31), as these
actions are designed to preserve historic
resources. A Categorical Exemption, ER
No. 2025 -114 will be filed for this project.

Meeting Details: This matter w ill be
heard on Thursday, January 29, at 4:30
p.m. in the City Council Chamber, 22
Civic Center Plaza, Santa Ana, CA 92701.

Members of the public may attend this
meeting in -person or join via Zoom. For
the most up to date information on how to
participate virtually in this meeting, please
visit www.santa -ana.org/pb/meeting -
participation.

Written Comments: If you are unable to
participate in the meeting, you may send
written comments by e -mail to
PBAeComments@santa -ana.org
(reference the topic in the subject line) or
mail to Gema Zapien, Recording
Secretary, City of Santa Ana, 20 Civic
Center Plaza – M20, Santa Ana, CA
92701. Deadline to submit written
comments is 3:30 p.m. on the day of
the meeting. Comments received after
the deadline may not be distributed to the
Commission but will be made part of the
record.

Where To Get More Information:

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

Who To Contact For Questions : Should
you have any questions, please contact
case planner James Williams with the
Planning and Building Agency by email at
JWilliams@santa -ana.org or by phone at
714 -647 -5899, or Pedro Gomez by email
at PGomez@santa -ana.org or by phone
at 714 -667 -2790.

Note: If you challenge the decision on the
above matter, you may be limited to
raising only those issues you or someone
else raised at the public hearing
described in this n otice, or in written
correspondence delivered to the Historic
Resources Commission or City Council of
the City of Santa Ana at, or prior to, the
public hearing.

Si tiene preguntas en español, favor de
llamar a Gema Zapien al (714) 667 -
2732.

N u c n liê n l c b ng ti ng Vi t,
xin i n tho i cho Kristie Ha (714)
667 -2206.
1/16/26
OR -4002170#

City Council
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53 4/7/2026

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

NOTICE OF PUBLIC HEARING

BEFORE THE SANTA ANA HISTORIC RESOURCES COMMISSION

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

Project Location: 1402 South Birch Street located within the Single- Family Residence (R1) zoning district.

Project Applicant: Laura Trudeau and Nicholas Timmons (Property Owner & Applicant)

Project Description: Request for approval of Historic Resources Commission Application (HRCA) No. 2025 -14, Historic Register Categorization (HRC) No. 2025 -11, and Historic Property Preservation Application (HPPA) No. 2025-12 to allow the placement and categorization of the subject site in the Santa A na Register of Historical Properties as “Contributive” and to execute a Historic Property Preservation Agreement with the City of Santa Ana.

Environmental Impact: Pursuant to the California Environmental Quality Act (CEQA) and the CEQA Guidelines, the project is exempt from further review under Section 15331 (Class 31), as these actions are designed to preserve historic resources. A Categorical Exemption, ER No. 2025- 114 will be filed for this project.

Meeting Details: This matter will be heard on Thursday, January 29, at 4:30 p.m. in the City Council Chamber, 22 Civic Center Plaza, Santa Ana, CA 92701. Members of the public may attend this meeting in-person or join via Zoom. For the most up to date information on how to participate virtually in this meeting, please visit www.santa-ana.org/pb/meeting-participation.

Written Comments: If you are unable to participate in the meeting, you may send written comments by e-mail to [email protected] (reference the topic in the subject line) or mail to Gema Zapien, Recording Secretary, City of Santa Ana, 20 Civic Center Plaza – M20, Santa Ana, CA 92701.

Deadline to submit written comments is 3:30 p.m. on the day of the meeting. Comments received after the deadline may not be distributed to the Commission but will be made part of the record.

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

Who To Contact For Questions: Should you have any questions, please contact case planner James Williams with the Planning and Building Agency by email at [email protected] or by phone at 714-647-5899, or Pedro Gomez by email at [email protected] or by phone at 714-667-2790.

City Council
13 –
54 4/7/2026

delivered to the Historic Resources Commission or City Council of the City of Santa Ana at, or prior to, the public hearing.

Si tiene preguntas en español, favor de llamar a Gema Zapien al (714) 667-2732.

Nếu cần liên lạc bằng tiếng Việt, xin điện thoại cho Kristie Ha (714) 667-2206.

500’ RADIUS NOTIFICATION MAP

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City Council
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56 4/7/2026

City Council
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RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:

City of Santa Ana
20 Civic Center Plaza (M-30)
Santa Ana, CA 92702
Attn: Clerk of the Council

FREE RECORDING PURSUANT TO GOVERNMENT CODE § 27383
_________________________________________________________________________

HISTORIC PROPERTY PRESERVATION AGREEMENT
This Historic Property Preservation Agreement (“Agreement”) is made and entered into by and between the City of Santa Ana, a charter city and municipal corporation duly organized and existing under the Constitution and laws of the of the State of California (hereinafter referred to as “City”), and Lance Uradomo and Tilly Gurman, husband and wife as community property with right of survivorship (hereinafter collectively referred to as “Owner”), owner of real property located at 2424 North Oakmont Avenue, Santa Ana, California, in the County of Orange and listed on the Santa Ana Register of Historical Properties.

RECITALS

B. The Owner possesses fee title in and to that certain qualified real property together with associated structures and improvements thereon, located at 2424 North Oakmont, Santa Ana, CA, 92706 and more particularly described in Exhibit “A,” attached hereto and incorporated herein by reference, and hereinafter referred to as the “Historic Property.”
C. The Historic Property is officially designated on the Santa Ana Register of Historical Properties pursuant to the requirements of Chapter 30 of the Santa Ana Municipal Code.

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

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MILLS ACT AGREEMENT
2424 North Oakmont Drive
Santa Ana, CA 92706

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

1. Effective Date and Terms of Agreement.

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 character- defining features described in the “Executive Summary” and “Historical Property Description” attached hereto, marked collectively as Exhibit B, notably the general architectural form, style, materials, design, scale, proportions, organization of windows, doors, and other openings,

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MILLS ACT AGREEMENT
2424 North Oakmont Drive
Santa Ana, CA 92706

- 3 -
textures, details, mass, roof line, porch and other aspects of the appearance of the exterior to the satisfaction of the City.

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. As part of the periodic inspection, Owner shall supply information in a format determined acceptable by the representatives of the City of Santa Ana, the County Assessor, the State Department of Parks and Recreation, and the State Board of Equalization information required to determine compliance with the terms of this Agreement.
f. Owner shall implement the rehabilitation and restoration work items as discussed in detail in Exhibit D, "Proposed Structure Improvements" and the City Council Historic Property Preservation Agreement (HPPA No. 2024-13) staff report dated April 7, 2026. All work items shall be completed within the first ten years of the Mills Act Agreement, with specific items completed within the first five years including: trim and maintain landscaping as necessary to maintain a view of the primary (east) façade from the public right-of-way, including the large trees adjacent to the east (primary) elevation; repair or replace damaged rain gutter on the front (east) façade of the detached garage; replace non-original metal roll-up garage door with a garage door of stylistically appropriate material, subject to Planning Division staff approval; assess condition of windows and window trim throughout the property and repair or replace in- kind, as necessary with Planning Division staff approval; assess condition of wall cladding throughout the property and repair or replace in-kind as necessary with Planning Division staff

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MILLS ACT AGREEMENT
2424 North Oakmont Drive
Santa Ana, CA 92706

- 4 -
approval; and assess condition of Hollywood driveway of residence and repair or replace in-kind with Planning Division staff approval. 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 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.

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MILLS ACT AGREEMENT
2424 North Oakmont Drive
Santa Ana, CA 92706

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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 2424 North Oakmont Avenue, Assessor Parcel Number, 003-092-40, and more particularly described in Exhibit A, in the City of Santa Ana, to the covenants, conditions, and restrictions as set forth in this Agreement.

b. City and Owner hereby declare their specific intent that the covenants, conditions and restrictions as set forth herein shall be deemed covenants running with the land and shall pass to and be binding upon Owner’s successors and assigns in title or interest to the Historic 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

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MILLS ACT AGREEMENT
2424 North Oakmont Drive
Santa Ana, CA 92706

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20 Civic Center Plaza (M-30)
Santa Ana, CA 92702
Attn: City Clerk
Owners: Lance Uradomo and Tilly Gurman
2424 North Oakmont Avenue
Santa Ana, CA 92706

10. General Provisions.

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.

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MILLS ACT AGREEMENT
2424 North Oakmont Drive
Santa Ana, CA 92706

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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.

12. Amendments.

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

13. Effective Date

This Agreement shall be effective on the day and year first written above in Section 1.

{Signature page follows}

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MILLS ACT AGREEMENT
2424 North Oakmont Drive
Santa Ana, CA 92706
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ATTEST: CITY OF SANTA ANA
________________________ _________________________
JENNIFER L. HALL ALVARO NUÑEZ
City Clerk City Manager
OWNERS
Date: ___________________ By:__________________

LANCE URADOMO
Date: ___________________ By:__________________

TILLY GURMAN
APPROVED AS TO FORM: RECOMMENDED FOR APPROVAL:

SONIA CARVALHO
City Attorney
By: _____________________ _____________________

BRANDON SALVATIERRA ALI PEZESHKPOUR
Assistant City Attorney Executive Director
Planning and Building Agency

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MILLS ACT AGREEMENT
2424 North Oakmont Drive
Santa Ana, CA 92706

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EXHIBIT A

LEGAL DESCRIPTION

THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE COUNTY OF ORANGE, STATE OF CALIFORNIA AND IS DESCRIBED AS FOLLOWS:

LOTS 20 AND 21, AND THE NORTH 5 FEET OF LOT 22 AND THE EASTERLY 25 FEET OF LOTS 2, 3 AND 4 IN BLOCK A OF TRACT NO. 378, IN THE CITY OF SANTA ANA,

COUNTY OF ORANGE, STATE OF CALIFORNIA, AS SHOWN ON A MAP RECORDED IN BOOK 16, PAGE 4 OF MISCELLANEOUS MAPS, RECORDS OF ORANGE COUNTY, CALIFORNIA.

Assessor’s Parcel Number: 003-092-40

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EXECUTIVE SUMMARY
Halsell-Bricken House
2424 North Oakmont Avenue
Santa Ana, CA 92706
NAME Halsell-Bricken House REF. NO.

ADDRESS 2424 North Oakmont Avenue
CITY Santa Ana ZIP 92706 ORANGE COUNTY
YEAR BUILT 1937 LOCAL REGISTER CATEGORY: Landmark
HISTORIC DISTRICT N/A NEIGHBORHOOD Park Santiago
CALIFORNIA REGISTER CRITERIA FOR EVALUATIONB/2,
C/3 CALIFORNIA REGISTER STATUS CODE5S3
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. Beginning in the second half of the 1930s, and continuing in the two decades following World War II, the late Colonial Revival departed from the more literal historicism of the previous half-century and was often reduced to a few signature elements. These features include stylized door surrounds; pseudo-quoined corners; multi-paned casement or double-hung sash windows, often framed by decorative shutters; circular, oval, or octagonal accent windows; and eaves nearly flush with the exterior walls. A hipped roof subtype sometimes contained Regency references such as bow and bay windows. Another popular subtype was split-level, ranch, or Cape Cod in appearance and plan, and normally topped by gabled roofs. The materials used in the late Colonial Revival were similar to those of the earlier period—wood, brick, stone, and stucco—although stucco came to be used more frequently than before.

SUMMARY/CONCLUSION:

The Halsell-Bricken House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as an intact example of a Coloial Revival-style home in Santa Ana and under Criterion 4, due to associations with the property’s original owner, Oliver L.Halsell, who is significant as a central figure in the founding of Santa Anas Fairhaven Memorial Park. The recommended categorization is “Landmark” because it hass a distinctive architectural style and quality and is is associated with a significant person in the city (Santa Ana Municipal Code, Section 30-2.2).

EXPLANATION OF CODES:

California Register Criteria for Evaluation: (From California Office of Historic Preservation, Technical Assistance Series # 7, “How to Nominate Resources to the California Register of Historical Resources,” September 4, 2001.)

2: It is associated with the lives of persons significant in our past.

3: It embodies the distinctive characteristics of a type, period, region, or method of construction, or represents the work of a master, or possesses high artistic values.

It embodies the distinctive characteristics of a type, period, region, or method of construction, or represents the work of a master, or possesses high artistic values.
5S3: Appears to be individually eligible for local listing or designation through survey evaluation.

Exhibit B

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State of California The Resources Agency Primary # ______________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI #__________________________________________________ PRIMARY RECORD Trinomial______________________________________________ NRHP Status Code__5S3________________________________
Other Listings _____________________________________________________________________ Review Code________ Reviewer________________________ Date_______________ Page _1_ of _7_ Resource name(s) or number (assigned by recorder) Halsell-Bricken House P1. Other Identifier:
*P2. Location: Not for Publication Unrestricted *a. County Orange County *b. USGS 7.5’ Quad:Orange Quadrangle California-Orange County 7.5-Minute Series Date:2022 * c. Address 2424 N. Oakmont Avenue City: Santa Ana Zip: 92706 * e. Other Locational Data: Assessor’s Parcel Number 003-092-40

*P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries)

The Halsell-Bricken House is a highly intact example of a one-to-two-story, Colonial Revival-style, single-family residence with two detached ancillary buildings and a Hollywood driveway (Figure 1). The residence is characterized by a rough L-plan, hipped roof with asphalt shingles and slight eaves, and principally stucco exterior cladding, augmented with wood lap siding on the second story of the primary (east) façade. Architectural detailing is concentrated on the primary façade, as typified by the recessed main entrance. At that location, a Classically inspired molded surround features fluted pilasters appearing to support a broken pediment with prominent dentils and a finial (Figure 2). Within the recess the walls are embellished with a simple rectangular molding, while operable sidelights flank the wood-panel front door and a wrought iron lamp is suspended from the ceiling. Other details include Classically inspired molding on the bay window to the left of the entrance (Figure 3), a small balconet on the wood-clad second story (Figure 4), and a fluted belt course. Windows on the primary façade are varied; in addition to the aforementioned bay window, the main exterior includes a multi-light porthole window, segmental arch multi-light window with ornamental shutters, and multi-light double hung wood sash and casement windows (Figure 5).

The rear and side elevations are comparatively restrained in appearance (Figure 6). These areas are characterized by stucco cladding and multi-light double-hung wood-sash windows. At the rear court, a trio of non-original glazed double doors opens from the west façade of the single-story mass (Figure 7). The adjacent patio is enclosed with a four-foot-high stuccoed wall with wood-plank gates at three locations. (See Continuation Sheet 3 of 4.)

*P3b. Resource Attributes: (list attributes and codes) HP2. Single-Family Residence and HP4. Ancillary building *P4. Resources Present: Building Structure Object Site District Element of District Other

P5b. Photo: (view and date)
(Figure 1) Primary (east) facade, view
northwest, November 18, 2026

*P6. Date Constructed/Age and
Sources: historic
1937/Original Building Permit

*P7. Owner and Address:

Tilly Gurman & Lance Uradomo
2424 North Oakmont Avenue
Santa Ana, CA 92706

*P8. Recorded by:

James Williams
City of Santa Ana
20 Civic Center Plaza M-20
Santa Ana, CA 92702

*P9. Date Recorded:

January 29, 2026

*P10. Survey Type:

Intensive Survey

*P11. Report Citation: (Cite survey
report and other sources, or enter “none”)
None

*Attachments: None Location Map Sketch Map Continuation Sheet Building, Structure, and Object Record Archaeological Record District Record Linear Feature Record Milling Station Record Rock Art Record Artifact Record Photograph Record Other (list)
DPR 523A (1/95) *Required information
P5a. Photo

Exhibit B

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State of California The Resources Agency Primary # __________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI# ______________________________________________

BUILDING, STRUCTURE, AND OBJECT RECORD

Page 2 of 7 ends

*Resource Name or #: Halsell-Bricken House
B1. Historic Name: Halsell-Bricken House
B2. Common Name: Same
B3. Original Use: Single-Family Residence B4. Present Use: Single-Family Residence *B5. Architectural Style: American Colonial Revival
*B6. Construction History: (Construction date, alterations, and date of alterations):
1937. Residence and garage costructed. $7000.
1991. Construction of shop building. $12,500.
1993. Residence and garage re-roofed in-kind. $6,500.
2024: Non-historic pergola demolished.
2025: Rear sliding glass doors replaced with galzed double doors; two rear windows restored; one rear window replaced.

*B7. Moved? No Yes Unknown Date:__________Original location:______________ *B8. Related Features: Detached garage, shop building B9a. Architect:Unknown b. Builder: Charles Lawrence (contractor) *B10. Significance: Theme Residential Architecture AreaSanta Ana Period of Significance: 1937 Property Type: Single-family Residence Applicable Criteria: C/3 (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity) The Halsell-Bricken House is architecturally significant as an intact example of a Colonial Revival-style house in Santa Ana.

The original building permit is dated May 25, 1937, and indicates the property was developed as a residence and garage for owner Oliver L. Halsell, at a value of $7,000. The original architect and contractor are unknown. Halsell played a central role in the development of Santa Ana's Fairhaven Memorial Park, which at the time of its opening in 1911, was notable locally for its park-like planning (Tours Through History 2024). In the 1920s and 1930s, Halsell served an officer of the Santora Company, a Santa Ana-based land development firm responsible for constructing numerous commercial properties and establishing many residential subdivisions in Santa Ana and Orange County. In his duties with Santora, Halsell served as "tract manager" of the Oakmont Park tract, in which the Halsell-Bricken House is located. Originally platted for residential development in 1923, the tract was touted at the time of its initial development as one of a few areas of “high class residence construction” in the city (Santa Ana Daily Register November 8, 1923). Halsell remained at the subject property until his death in 1954. Upon his passing, Halsell's estate was transferred to the Halsell Foundation, which he established “for the cultural and religious benefit of the people of Orange County” (The Register October 26, 1954). The Halsell Foundation remains in operation to this day. (Continued on page 3 of 6.)
B11. Additional Resource Attributes: (List attributes and codes) *B12. References:

Ancestry.com. U.S., City Directories, 1822-1995 [database on- line]. Lehi, UT, USA: Ancestry.com Operations, Inc., 2011.

(See Continuation Sheet 4 of 6.)
B13. Remarks: None
*B14. Evaluator: James Williams, City of Santa Ana.
*Date of Evaluation: January 29, 2026
DPR 523B (1/95) *Required information
Sketch Map
(This space reserved for official comments.)
Halsell-Bricken House
2424 N. Oakmont Avenue
N

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State of California The Resources Agency Primary # _____________________________________________ DEPARTMENT OF PARKS AND RECREATIONHRI # ________________________________________________ CONTINUATION SHEET Trinomial _____________________________________________

Page 3 ends

*Recorded by James Williams *Date January 29, 2026Continuation Update DPR 523L

*P3a. Description (continued):

There are two buildings at the rear of the property, the original detached garage and a shop building constructed circa 1991.

The detached garage was constructed in a style similar to the residence (Figure 8). It has a rectangular plan, hipped roof with asphalt shingles and slight eaves, and stucco siding. A non-original metal roll-up garage door is located on the main (east) façade, opening toward a concrete-paved Hollywood driveway leading to Oakmont Avenue(Figure 9). There are three additional entrances, which feature two glazed wood-panel doors and one glazed solid wood door. A double-hung wood-sash window is located on the west façade.

The shop building has a rectangular plan, flat roof, and stucco siding(Figure 10). It is accessed via a metal roll-up garage door (south façade) and a glazed wood standard door (east elevation). Two horizontally sliding aluminum-sash windows are located on the east elevation. A flat-roof shelter extends from the shop’s east elevation, covering nearly all the concrete- paved area between the shop building and detached garage.

The front yard is landscaped with a broad lawn and various shrubs and mature trees, while the back yard features lawns, ornamental plants, and a citrus tree.

*B10. Significance (continued):

City directories and newspaper articles show that by 1960, F.H. Schroeder lived at this address, followed by David Schroeder (The Tustin News January 23, 1969). Gordon and Maureen Bricken acquired and moved onto the property by 1973, living there into the twenty-first century. Gordon had a two-decade career in local politics, serving on the City's Planning Commission from 1964 to 1974, the City Council in the 1970s and 1980s, and as mayor from 1981 to 1983 (Los Angeles Times June 28, 2023).

During his tenure as mayor, his leadership was linked to such projects as the Orange County World Trade Center, Santa Ana Train Station, and more generally, the "revitalization” of the Civic Center area (Los Angeles Times June 28, 2013). City planning records show, the property's current owners and residents Tilly Gurman and Lance Uradomo took ownership of the property in 2023.

The Halsell-Bricken House is located in the Park Santiago neighborhood. The neighborhood is bounded by Santiago Creek and Park on the north, East Seventeenth Street on the south, North Lincoln Avenue on the east, North Main Street on the west, and the I-5 freeway on the southwest. In large part these boundaries reflect the transportation lines that were constructed towards the end of the nineteenth century and at the beginning of the twentieth century, when the Pacific Electric interurban railroad ran up Main Street; the Atchison, Topeka, and Santa Fe tracks followed Lincoln; and the Southern Pacific Railroad right-of-way mirrored the freeway route.

This area remained primarily agricultural well into the 1920s. As of 1905, the city directories listed around twenty households on East Santa Clara, Twentieth Street, “C Street” (now North Santiago Street), North Bush Street and North Main Avenue, the only streets in the area at the time. The vast majority of the residents were ranchers. By 1911, the number of households had increased to about thirty, and Edgewood Road and Valencia Street had been partially laid out, but most residents continued to list “rancher” or “fruit grower” as their occupation in the city directories. This pattern of land use was evident on the 1912 plat map of the City, which illustrated two small, Craftsman era subdivisions along Bush north of Santa Clara and on Valencia and Poinsettia south of Twentieth Street, with the remaining area divided into larger, agricultural parcels held by approximately forty landowners.

While the area east of Santiago Street was not subdivided until after the mid-1920s, most of the present day streets west of Santiago had been laid out when the City was mapped in 1923. Ranching continued to be the most prevalent occupation in the neighborhood, but increasing numbers of professionals, small business owners, merchants, and people in service professions such as painters, electricians, and ca rpenters made their homes in the western half of the neighborhood during the 1920s and 1930s. The area also attracted several city and county officials, including the City Attorney (Z. B. West, Jr., 321 East Santa Clara Avenue), County Supervisor, First District (C. H. Chapman, 2315 North Santiago Street), County Surveyor (E. H. Irwin, 2407 North Santiago Street), and County Auditor (William C. Jerome, 2422 Poinsettia Street). By April 1942, when the Sanborn Company first mapped the western half of the area, most of the lots had been improved with single-family homes, many in the revival styles popular during the 1920s and 1930s. Subsequent development of the eastern half of the neighborhood and infill construction in the western half displayed the simplified ranch style that emerged following World War II.

The Halsell-Bricken House qualifies for listing in the Santa Ana Register of Historical Properties under Criteria 1 and 4. Under Criterion 1, the property is eligible as a good and intact example of a Colonial Revival-style house in Santa Ana. Located in Park Santiago, the house cost $7,000 to build in 1937. The recommended categorization is “landmark” because it has a distinctive architectural style and quality as a Colonial Revival-style residence (Santa Ana Municipal Code, Section 30-2.2.1).

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Page 4 ends

*Recorded by James Williams *Date January 29, 2026Continuation Update DPR 523L

*B10. Significance (continued):

The Halsell-Bricken House also qualifies for listing under Criterion 4, due to its associations with its original owner, Oliver L.

Halsell. Halsell is credited as a central figure in the 1911 founding of Fairhaven Memorial Park, whose park-like landscape design reflected a new and influential approach in the development of cemeteries in the United States in the early twentieth century. The property remains in use for burials, its longevity a testament to Halsell’s forward-looking mindset. Although Halsell enjoyed a highly successful career in real estate development, no information uncovered in research for this evaluation found that his contributions within the Santora Company stand out as individually significant or outweigh those of other officers of the company; as such his accomplishments with the Santora Company do contribute to the property’s significance under Criterion 4. The recommended categorization for the property under this criterion is also “Landmark” because the property is associated with a significant person in the city (Santa Ana Municipal Code, Section 30-2.2.1).

Regarding the potential historical significance of Gordon Bricken, although his career in public service is connected to such major projects as the Orange County World Trade Center and the Santa Ana Train Station, there is not sufficient secondary source material pertaining to his career to ascertain the details of his participation in these projects or the importance of the projects themselves. While future research may find that the Halsell-Bricken House is also significant for its associations with Bricken, no definitive conclusions can be made at the time of this evaluation.

The character-defining features of the Halsell-Bricken House are those of the original construction of the residence and which convey the property’s Colonial Revival-style design. They include, but may not be limited to: L-plan; one-to-two-story massing; asymmetrical primary (west) façade; moderately-pitched hipped roof; original wood-sash windows of multiple configurations (double-hung, casement, fixed, and porthole); stucco and wood-plank wall cladding; entrance featuring Classically inspired molded surround featuring fluted pilasters, broken pediment with prominent dentils, and finial; wood- panel front door with operable sidelights; and wrought iron porch lamp, Classically inspired molding on the bay windows and other primary-elevation locations; second-story balconet; and a fluted belt course; deep setback with a large front lawn; and Hollywood driveway.

*B12. References (continued):

City of Santa Ana Building Permits
City of Santa Ana, Public Library. City directory collection.

Los Angeles Times, via newspapers.com
Marsh, Diann. Santa Ana, An Illustrated History. Encinitas, Heritage Publishing, 1994.

McAlester, Virginia Savage. A Field Guide to American Houses. New York: Alfred A. Knopf, 2013.

Newspapers.com (Sana Ana Register, Tustin News, The Register) Office of Historic Preservation. “Instructions for Recording Historical Resources.” Sacramento: March 1995.

Register, The, via newspapers.com
Santa Ana Daily Register, via newspapers.com
Tours Through History, “Fairhaven Cemtery Lantern Light Tour,” 2024, https://toursthroughhistory.com/fairhaven-cemetery/ Tustin News, via newspapers.com

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Page 5 ends

*Recorded by James Williams *Date January 29, 2026Continuation Update DPR 523L

Additional Figures:

Figure 2. The recessed main entrance is marked with a
Classically inspired surround with fluted columns and a broken pediment featuring a finial. facing west.

Figure 3. The bay window on the primary (east) elevation includes mullions molded as fluted columns. facing
southwest.

Figure 4. On the upper level of the main (east) façade, a small wood balconet is situated beneath multi-light wood casement windows, facing northeast.

Figure 5. The lower level of the primary façade also
features a porthole window (left) and a multi-light
segmental arch window with ornametnal shutters, facing
west.

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Page 6 ends

*Recorded by James Williams *Date January 29, 2026Continuation Update DPR 523L
Figure 6. The rear of the residence is comparatively
retrained in its appearance and features simple stucco
surfaces and multi-light double-hung windows, facing
northeast.

Figure 7. Three non-original glazed double doors front
the rear patio, facing northeast.

Figure 8. The detached garage, located northwest of the primary residence, has a hipped roof with moderate
overhangs and asphalt shingle cladding to match the
residence, facing southeast.

Figure 9. Ribbon driveay in the foreground leading to
garage in the background, facing south.

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Page 7 ends

*Recorded by James Williams *Date January 29, 2026Continuation Update DPR 523L
Figure 9. The shop building, directly west of the detached garage, has a stuccoed exterior, flat roof, and large open- frame shelter, facing north.

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MILLS ACT AGREEMENT
2424 North Oakmont Avenue
Santa Ana, CA 92706

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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:

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.

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

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MILLS ACT AGREEMENT
2424 North Oakmont Avenue
Santa Ana, CA 92706

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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.

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Exhibit D: Proposed Structure Improvements (“Work Plan”) 2424 North Oakmont Avenue
Item Year Improvement
1 2026 Trim and maintain landscaping as necessary to maintain a view of the primary (east) façade from the public right-of-way, including the large trees adjacent to the east (primary) elevation.
2 2026 Repair or replace damaged rain gutter on the front (east) façade of the detached garage.
3 2027 Replace non-original metal roll-up garage door with a garage door of stylistically appropriate material, subject to Planning Division staff approval. 4 2029 Assess condition of windows and window trim throughout the property and repair or replace in-kind, as necessary with Planning Division staff approval. 5 2031 Assess condition of wall cladding throughout the property and repair or replace in- kind as necessary with Planning Division staff approval. 6 2033 Assess condition of roofs of residence and ancillary buildings and re-roof in-kind as necessary with Planning Division staff approval.
7 2035 Assess condition of Hollywood driveway of residence and repair or replace in-kind with Planning Division staff approval.

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Planning and Building Agency

City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Historic Resources Commission Staff Report
January 29, 2026

Topic: HRCA No. 2024-11, HRC No. 2024-09, HPPA No. 2024-13 – Halsell House (2424 N. Oakmont Avenue)

RECOMMENDED ACTIONS

1. Adopt a resolution approving Historic Resources Commission Application No. 2024-11 and Historic Register Categorization No. 2024-09; and

2. Recommend that the City Council authorize the City Manager and City Clerk to execute the attached Mills Act agreement with Lance Uradomo and Tilly Gurman, for the property located at 2424 North Oakmont Avenue, subject to non- substantive changes approved by the City Manager and City Attorney.

EXECUTIVE SUMMARY

Lance Uradomo and Tilly Gurman (property owners and applicants) are requesting approval to designate an existing Colonial Revival-style residence located at 2424 N .

Oakmont Avenue to the Santa Ana Register of Historical Properties, as well as approval to execute a Mills Act agreement with the City of Santa Ana. The property qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as an intact example of Colonial Revival- style house and under Criterion 4, due to its associations with real estate developer Oliver L. Halsell, who was notable for playing a central role in the establishment of Fairhaven Memorial Park. The property is worthy of “ Key” categorization because it has a distinctive architectural style and quality as a Colonial Revival-style residence and is associated with a significant person in Santa Ana’s history.

The property’s character -defining features relate to the original construction of th e residence and include, but are not necessarily limited to, its two-story massing, hipped roof, horizontal wood- plank and stucco siding, existing original windows, molded Classically inspired details at the front entrance and elsewhere on the primary (east) elevation.

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DISCUSSION

Project Location and Site Description

The subject property is located on the west side of the 2400 block of N. Oakmont Avenue in the Park Santiago neighborhood in Santa Ana. The site contains a 2,600-square-foot residence, in addition to a detached garage and detached shop building, on an 18,700- square-foot residential lot (Exhibit 3).

Analysis of the Issues

Historical Listing

In March 1999, the City Council approved Ordinance No. NS -2363 establishing the Historic Resources Commission and the Santa Ana Register of Historical Properties. The Historic Resources Commission may, by resolution and at a noticed public hearing, designate as a historical property any building or part thereof, object, structure, or site having importance to the history or architecture of the city in accordance with the criteria set forth in Section 30- 2 of the Santa Ana Municipal Code (SAMC). This project entails applying the selection criteria established in Chapter 30 of the Santa Ana Municipal Code (Places of Historical and Architectural Significance) to determine if this structure is eligible for historic designation to the Santa Ana Register of Historical Properties. The first criterion for selection requires that the structures be 50 or more years old.

The structure identified meets the selection criteria for inclusion on the Santa Ana Register of Historical Properties pursuant to criteria contained in Section 30-2 of the Santa Ana Municipal Code, as the structure is 88 years old, is a sound example of period architecture, and is associated with a significant individual in Santa Ana history. No known code violations exist on record for this property.

The Halsell House is architecturally significant as an intact example of a Colonial Revival- style house in Santa Ana. The original building permit is dated May 25, 1937, and indicates the property was developed as a residence and garage for owner Oliver L.

Halsell, at a value of $7,000. The original architect and contractor are unknown.

Halsell played a central role in the development of Santa Ana's Fairhaven Memorial Park, which at the time of its opening in 1911, was notable locally for its park -like planning. In the 1920s and 1930s, Halsell served an officer of the Santora Company, a Santa Ana- based land development firm responsible for constructing numerous commercial properties and establishing many residential subdivisions in Santa Ana and Orange County. Among his duties with Santora, Halsell served as "tract manager" of the Oakmont Park tract, in which the Halsell House is located. Originally platted for residential development in 1923, the tract was touted at the time of its initial development as one of

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a few areas of “high class residence construction” in the city (Santa Ana Daily Regist er November 8, 1923). Halsell remained at the subject property until his death in 1954. Upon his passing, Halsell's estate was transferred to the Halsell Foundation, which he established “for the cultural and religious benefit of the people of Orange Count y” (The Register October 26, 1954). The Halsell Foundation remains in operation to this day.

City directories and newspaper articles show that by 1960, F.H. Schroeder lived at this address, followed by David Schroeder. Gordon and Maureen Bricken acquired and moved into the property by 1973, living there into the 21st century. Gordon had a two- decade career in local politics, serving on the City's Planning Commission from 1964 to 1974, on the City Council in the 1970s and 1980s, and as mayor from 1981 to 1983.

During his tenure as mayor, his leadership was linked to such projects as the Orange County World Trade Center, Santa Ana Train Station, and more generally, the "revitalization” of the Civic Center area (Los Angeles Times June 28, 2013). City planning records show the property's current owners and residents Tilly Gurman Lance and Uradomo took ownership of the property in 2023.

The Halsell House is a highly intact example of a one-to-two-story, Colonial Revival-style, single-family residence with two detached ancillary buildings. The residence is characterized by a rough L-plan, hipped roof with asphalt shingles and slight eaves, and principally stucco exterior cladding, augmented with wood lap siding on the second story of the primary (east) façade. Architectural detailing is concentrated on the primary façade, as typified by the recessed main entrance. At that location, a Classically inspired molded surround features fluted pilasters appearing to support a broken pediment with prominent dentils and a finial. Within the recess the walls are embellished with a simple rectangular molding, while operable sidelights flank the wood- panel front door and a wrought iron lamp is suspended from the ceiling. Other details include Classically inspired molding on the bay window to the left of the entrance, a small balconet on the wood- clad second story, and a fluted belt course. Windows on the primary façade are varied; in addition to the aforementioned bay window, the main exterior includes a multi-light porthole window, segmental arch multi-light window with ornamental shutters, and multi-light double-hung wood sash and casement windows.

The rear and side elevations are comparatively restrained in appearance. These areas are characterized by stucco cladding and multi-light double-hung wood-sash windows. At the rear court, a trio of non- original glazed double doors opens from the west façade of the single-story mass. The adjacent patio is enclosed with a four-foot-high stuccoed wall with wood-plank gates at three locations.

There are two buildings at the rear of the property, the original detached garage and a shop building constructed circa 1991. The detached garage was constructed in a style similar to the residence (Figure 8). It has a rectangular plan, hipped roof with asphalt shingles and slight eaves, and stucco siding. A non- original metal roll-up garage door is located on the main (east) façade, opening toward a concrete-paved driveway leading to

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Oakmont Avenue. There are three additional entrances, which feature two glazed wood- panel doors and one glazed solid wood door. A double- hung wood- sash window is located on the west façade.

The shop building has a rectangular plan, flat roof, and stucco siding (Figure 9). It is accessed via a metal roll -up garage door (south façade) and a glazed wood standard door (east elevation). Two horizontally sliding aluminum-sash windows are located on the east elevation. A flat-roof shelter extends from the shop’s east elevation, covering nearly all the concrete-paved area between the shop building and detached garage. The front yard is landscaped with a broad lawn and various shrubs and mature trees, while the back-yard features lawns, ornamental plants, and a citrus tree.

The Halsell House qualifies for listing in the Santa Ana Register of Historical Properties under Criteria 1 and 4. Under Criterion 1, the property is eligible as an intact example of a Colonial Revival-style house in Santa Ana. Located in Park Santiago, the house cost $7,000 to build in 1937 and retains m ost of its original features . The recommended categorization is “ Key” because it has a distinctive architectural style and quality as a Colonial Revival-style residence (SAMC Section 30-2.2.2).

The Halsell House also qualifies for listing under Criterion 4, due to its associations with its original owner, Oliver L. Halsell. Halsell is credited as a central figure in the 1911 founding of Fairhaven Memorial Park, whose park-like landscape design reflected a new and influential approach in the development of cemeteries in the United States in the early twentieth century. The property remains in use for burials, its longevity a testament to Halsell’s forward-looking mindset. Although Halsell enjoyed a highly successful career in real estate development, no information uncovered in research for this evaluation found that his contributions within the Santora Company stand out as individually significant or outweigh those of other officers of the company; as such his accomplishments with the Santora Company do contribute to t he property’s significance under Criterion 4. The recommended categorization for the property under this criterion is also “Key” because the property is associated with a significant person in the city (SAMC Section 30-2.2.2).

The character-defining features of the Halsell House are those of the original construction of the residence and which convey the property’s Colonial Revival -style design. They include, but may not be limited to: L- plan; one- to-two-story massing; asymmetrical primary (west) façade; moderately -pitched hipped roof; original wood- sash windows of multiple configurations (double-hung, casement, fixed, and porthole); stucco and wood- plank wall cladding; entrance featuring Classically inspired molded surround featuring fluted pilasters, broken pediment with prominent dentils, and finial; wood-panel front door with operable sidelights; and wrought iron porch lamp, Classically inspired molding on the bay windows and other primary -elevation locations; second-story balconet; and a fluted belt course; deep setback with a large front lawn.

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Mills Act Agreement

Ordinance No. NS -2382 authorized the Historic Resources Commission to execute Historic Property Preservation Agreements (HPPA), commonly known as Mills Act agreements for eligible properties (Exhibit 2). To be eligible for the Mills Act, the property must be listed on the Santa Ana Register of Historical Properties. The Historic Resources Commission Application and Historic Register Categorization actions proposed for this site authorize the listing of the p roperty on the local register. The agreement provides monetary incentives to the property owner in the form of a property tax reduction in exchange for the owner’s voluntary commitment to maintain the property in a good state of repair as necessary to maintain its character and appearance. Once recorded, the agreement generates a different valuation method in determining the property’s assessed value, resulting in tax savings for the owner. Aside from the tax savings, the benefits include:

Overall, future improvements (Work Plan) proposed by the homeowner during the initial ten years of the Mills Act Agreement include the following: 1) trim and maintain landscaping as necessary to maintain a view of the primary (east) façade from the public right-of-way, including the large trees adjacent to the east elevation; 2) repair or replace damaged rain gutter on the east façade of the detached garage; 3) replace non -original metal roll-up garage door with a garage door of stylistically appropriate material, subject to Planning Division staff approval; 4) assess condition of windows and window trim throughout the property and repair or replace in-kind, as necessary with Planning Division staff approval; 5) assess condition of wall cladding throughout the property and repair or replace in- kind as necessary with Planning Division staff approval; and 6) assess condition of roofs of residence and ancillary buildings and re -roof in-kind as necessary with Planning Division staff approval. Staff will ensure that the proposed work will be done 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.

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Public Notification

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

ENVIRONMENTAL IMPACT

FISCAL IMPACT

The Historic Property Preservation Agreement will reduce the Property Tax revenue account 01102002-50011 to the City by an estimated $2,061.68 annually, for a period of not less than ten years.

EXHIBITS

1. Resolution

2. Mills Act Agreement

3. 500-Foot Radius Map

4. Copy of Public Notice

Submitted By: James Williams, Contract Planner

Approved By: Ali Pezeshkpour, Executive Director of Planning and Building Agency

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GOVERNMENT CODE § 27383
Resolution No. 2026-XX

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RESOLUTION NO. 2026-XX

A RESOLUTION OF THE HISTORIC RESOURCES

COMMISSION OF THE CITY OF SANTA ANA APPROVING
HISTORIC RESOURCES COMMISSION APPLICATION NO.
2024-11 TO PLACE THE PROPERTY LOCATED AT 2424 N.

OAKMONT AVENUE, SANTA ANA, ON THE HISTORICAL

PROPERTY WITHIN THE LANDMARK CATEGORY

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

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

A. On January 29, 2026, the Historic Resources Commission held a duly noticed public hearing for the placement on the Santa Ana Register of Historical Properties (Historic Resources Commission Application No. 2024-11) and categorization (Historic Resources Commission Categorization No. 2024-9) of the Halsell-Bricken House located at 2424 N.

Oakmont Avenue, Santa Ana.

B. The Halsell-Bricken House is a good example of the Colonial Revival style and was built in 1937.

C. The Halsell-Bricken House is associated with its first owner Oliver L. Halsell, a real estate developer who was significant in the history of the city as a central figure in the founding of Fairhaven Memorial Park.

D. The Halsell-Bricken House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as an intact example of American Colonial-style home in Santa Ana and under Criterion 4, due to its associations with Oliver L. Halsell. The house displays characteristics of the American Colonial Revival style through its use of hipped roof, stucco and wood-plank siding, molded Classically inspired details, recessed entry, and varied windows including bay, double- hung, casement, porthole configurations, and Hollywood driveway, among other original features. The recommended categorization is “ Landmark” because it has a distinctive architectural style and quality as a Colonial Revival -style residence and is associated with a significant person in the city’s history, real estate developer Oliver L. Halsell (Santa Ana Municipal Code, Section 30- 2.2).

Character-defining features of the Halsell- Bricken House are those of its original construction and which convey its Colonial Revival -style design.

They include, but may not be limited to: L- plan; one-to-two-story massing; asymmetrical primary (west) façade; moderately -pitched hipped roof; original wood- sash windows of multiple configurations (double- hung,

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casement, fixed, and porthole); stucco and wood- plank wall cladding; entrance featuring Classically inspired molded surround featuring fluted pilasters, broken pediment with prominent dentils, and finial; wood- panel front door with operable sidelights; and wrought iron porch lamp, Classically inspired molding on the bay windows; second- story balconet; a fluted belt course; deep setback with a large front lawn; and Hollywood driveway.

E. The legal owner s of the property are Lance Uradomo and Tilly Gurman, husband and wife as community property with right of survivorship.

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

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

H. T he subject property meets the minimum standards for placement in the Landmark category pursuant to Section 30-2.2(1) of the Santa Ana Municipal Code.

I. In addition to meeting the standards for placement in the Landmark category pursuant to Section 30 -2.2(1) of the Santa Ana Municipal Code, the applicant has agreed, as part of the requested Mills Act A greement Work Plan, to restoration of select elements described therein within the first five years of the Agreement’s term, trimming landscaping at the front of the property to improve visibility of the primary (east) façade and repainting as a matter of general maintenance.

Categorical Exemption No. ER-2024-86 will be filed for this project.

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

A. Historic Resources Commission Application No. 2024- 011 to place the Halsell-Bricken House located at 2424 N . Oakmont Avenue, Santa Ana, 92706 on the historical register, and
B. Historic Register Categorization No. 2024- 09 placing the Halsell- Bricken House, located at 2424 N. Oakmont Avenue, Santa Ana, 92706, within the Landmark category, as conditioned in Exhibit B, attached hereto and incorporated herein.

Section 4. For the subject property, a report entitled “Historical Property Description” is on file with the Planning Division, and is hereby approved and adopted, and

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together with the staff report and this Resolution, justify the findings for placement on the City of Santa Ana Register of Historical Properties into a category. The Historic Resources Commission Secretary is authorized and directed to include this Resolution in the City of Santa Ana Register of Historical Properties.

ADOPTED this 29th day of January, 2026.

__________________________
Edward Murashie
Chairperson

APPROVED AS TO FORM:

Sonia R. Carvalho, City Attorney

By:________________________
Brandon Salvatierra
Assistant City Attorney

AYES: Commission members____________________________________

NOES: Commission members___________________________________

ABSTAIN: Commission members___________________________________

NOT PRESENT: Commission members: ______________________________

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CERTIFICATE OF ATTESTATION AND ORIGINALITY

I, GEMA ZAPIEN, Historic Resources Commission Secretary, do hereby attest to and certify the attached Resolution No. 2026-XX to be the original resolution adopted by Historic Resources Commission of the City of Santa Ana on January 29, 2026.

Date: ________________ ____________________________________ Gema Zapien
Commission Secretary
City of Santa Ana

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EXHIBIT A

LEGAL DESCRIPTION

APN Address Legal Description Owner Names
003-092-40 2424 North Oakmont
Avenue

THE LAND REFERRED TO

HEREIN BELOW IS SITUATED

IN THE COUNTY OF ORANGE,

STATE OF CALIFORNIA AND
IS DESCRIBED AS FOLLOWS:

LOTS 20 AND 21, AND THE
NORTH 5 FEET OF LOT 22
AND THE EASTERLY 25 FEET
OF LOTS 2, 3 AND 4 IN BLOCK
A OF TRACT NO. 378, IN THE

CITY OF

SANTA ANA,

COUNTY OF ORANGE, STATE

OF CALIFORNIA, AS SHOWN

ON A MAP RECORDED IN
BOOK 16, PAGE 4 OF

MISCELLANEOUS MAPS,

RECORDS OF ORANGE

COUNTY, CALIFORNIA
Lance Uradomo
and Tilly
Gurman,
husband and
wife as
community
property with
right of
survivorship.

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EXHIBIT B

Conditions of Approval for Historic Resources Commission Application No. 2024-11 and Historic Resources Commission Categorization No. 2024-09

1. Within 180-days of execution of this resolution, the applicant shall install a bronze plaque as per a template on file with the Planning Division honoring and recognizing the structure at 2424 N . Oakmont Avenue, historically known as the Halsell-Bricken House. The plaque shall include the historic name, address, year built, and local historic register designation. The final dimensions, location, text and description on the plaque shall be reviewed and approved by Planning Division staff.

2. The applicant shall regularly maintain all landscaping in the front yard area (pruning and thinning trees and shrubs) so that the historic building and its character defining features (including but not limited to L-plan; one-to-two- story massing; asymmetrical primary (west) façade; moderately -pitched hipped roof; original wood- sash windows of multiple configurations (double-hung, casement, fixed, and porthole); stucco and wood-plank wall cladding; entrance featuring Classically inspired molded surround featuring fluted pilasters, broken pediment with prominent dentils, and finial; wood -panel front door with operable sidelights; and wrought iron porch lamp, Classically inspired molding on the bay windows; second-story balconet; and a fluted belt course; deep setback with a large front lawn; and Hollywood driveway) are visible from the public right-of-way.

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RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:

City of Santa Ana
20 Civic Center Plaza (M-30)
Santa Ana, CA 92702
Attn: Clerk of the Council

FREE RECORDING PURSUANT TO GOVERNMENT CODE § 27383
_________________________________________________________________________

HISTORIC PROPERTY PRESERVATION AGREEMENT

This Historic Property Preservation Agreement (“Agreement”) is made and entered into by and between the City of Santa Ana, a charter city and municipal corporation duly organized and existing under the Constitution and laws of the of the State of California (hereinafter referred to as “City”), and Lance Uradomo and Tilly Gurman, husband and wife as community property with right of survivorship (hereinafter collectively referred to as “Owner”), owner of real property located at 2424 North Oakmont Avenue, Santa Ana, California, in the County of Orange and listed on the Santa Ana Register of Historical Properties.

RECITALS

B. The Owner possess es fee title in and to that certain qualified real property together with associated structures and improvements thereon, located at 2424 North Oakmont , Santa Ana, CA, 92706 and more particularly descri bed 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.

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MILLS ACT AGREEMENT
2424 North Oakmont Drive
Santa Ana, CA 92706

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

1. Effective Date and Terms of Agreement.

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 fol lowing 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 character - defining features described i n the “Executive Summary” and “Historical Property Description” attached hereto, marked collectively as Exhibit B, notably the general architectural form, style, materials, design, scale, proportions, organization of windows, doors, and other openings,

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MILLS ACT AGREEMENT
2424 North Oakmont Drive
Santa Ana, CA 92706

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textures, details, mass, roof line, porch and other aspects of the appearance of the exterior t o the satisfaction of the City.

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 As sessor, 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. As part of the periodic inspection, Owner shall supply information in a format determined acceptable by the representatives of the City of Santa Ana, the County Assessor, the State Department of Parks and Recreation, and the State Board of Equalization information required to determine compliance with the terms of this Agreement.
f. Owner shall implement the rehabilitation and restoration work items as discussed in detail in Exhibit D, "Proposed Structure Improvements" and the City Council Historic Property Preservation Agreement (HPPA No. 2024-13) staff report dated April 7, 2026. All work items shall be completed within the first ten years of the Mills Act Agreement, with specific items completed within the first five years including: trim and maintain landscaping as necessary to maintain a view of the primary (east) façade from the publ ic right-of-way, including the large trees adjacent to the east (primary) elevation; repair or replace damaged rain gutter on the front (east) façade of the detached garage; replace non -original metal roll -up garage door with a garage door of stylistically appropriate material, subject to Plan ning Division staff approval; assess condition of windows and window trim throughout the property and repair or replace in- kind, as necessary with Planning Division staff approval; assess condition of wall cladding throughout the property and repair or replace in- kind as necessary with Planning Division staff

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MILLS ACT AGREEMENT
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Santa Ana, CA 92706

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approval; and assess condition of Hollywood driveway of residence and repair or replace in -kind with Planning Division staff approval . 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 ha s allowed the property to deteriorate to the point that it no longer meets the standards for a qualified Historic Property, or if the City determines that the Owner have failed to restore or rehabilitate the property in the manner specified in Section 3 of this Agreement. If a contract is cancelled for these reasons, the Owner shall pay a cancellation fee to the County Auditor as set forth in Government Code Section 50286. This cancellation fee shall be a percentage (currently set at twelve and one- half (12 ½) percent by Government Code Section 50286) of the current fair market value of the 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 ha ve 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.

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MILLS ACT AGREEMENT
2424 North Oakmont Drive
Santa Ana, CA 92706

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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 o r in equity which are not otherwise provided for in this Agreement or in City’s regulations governing historic propertie s 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.

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 t o 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 ter ms 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

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MILLS ACT AGREEMENT
2424 North Oakmont Drive
Santa Ana, CA 92706

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20 Civic Center Plaza (M-30)
Santa Ana, CA 92702
Attn: City Clerk

Owners: Lance Uradomo and Tilly Gurman
2424 North Oakmont Avenue
Santa Ana, CA 92706

10. General Provisions.

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 c ourt, in addition to court costs and other relief ordered by the court.

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MILLS ACT AGREEMENT
2424 North Oakmont Drive
Santa Ana, CA 92706

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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.

12. Amendments.

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

13. Effective Date

This Agreement shall be effective on the day and year first written above in Section 1.

{Signature page follows}

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MILLS ACT AGREEMENT
2424 North Oakmont Drive
Santa Ana, CA 92706

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ATTEST: CITY OF SANTA ANA

________________________ _________________________
JENNIFER L. HALL AL VARO NUÑEZ
City Clerk City Manager

OWNERS

Date: ___________________ By:__________________

LANCE URADOMO

Date: ___________________ By:__________________

TILLY GURMAN

APPROVED AS TO FORM: RECOMMENDED FOR APPROVAL:

SONIA CARVALHO
City Attorney

By: _____________________ _____________________

BRANDON SALVATIERRA ALI PEZESHKPOUR
Assistant City Attorney Executive Director
Planning and Building Agency

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MILLS ACT AGREEMENT
2424 North Oakmont Drive
Santa Ana, CA 92706

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EXHIBIT A

LEGAL DESCRIPTION

THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE COUNTY OF ORANGE, STATE OF CALIFORNIA AND IS DESCRIBED AS FOLLOWS:

LOTS 20 AND 21, AND THE NORTH 5 FEET OF LOT 22 AND THE EASTERLY 25 FEET OF LOTS 2, 3 AND 4 IN BLOCK A OF TRACT NO. 378, IN THE CITY OF SANTA ANA,

COUNTY OF ORANGE, STATE OF CALIFORNIA, AS SHOWN ON A MAP RECORDED IN BOOK 16, PAGE 4 OF MISCELLANEOUS MAPS, RECORDS OF ORANGE COUNTY, CALIFORNIA.

Assessor’s Parcel Number: 003-092-40

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EXECUTIVE SUMMARY
Halsell-Bricken House
2424 North Oakmont Avenue
Santa Ana, CA 92706
NAME Halsell-Bricken House REF. NO.

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. Beginning in the second half of the 1930s, and continuing in the two decades following World War II, the late Colonial Revival departed from the more literal historicism of the previous half -century and was often reduced to a few signature elements. These features include stylized door surrounds; pseudo -quoined corners; multi-paned casement or double -hung sash windows, often framed by decorative shutters; circular, oval, or octagonal accent windows; and eaves nearly flush with the exteri or walls. A hipped roof subtype sometimes contained Regency references such as bow and bay windows. Another popular subtype was split-level, ranch, or Cape Cod in appearance and plan, and normally topped by gabled roofs. The materials used in the late Colonial Revival were similar to those of the earlier period —wood, brick, stone, and stucco— although stucco came to be used more frequently than before.

SUMMARY/CONCLUSION:

The Halsell-Bricken House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as an intact example of a Coloial Revival-style home in Santa Ana and under Criterion 4, due to associations with the property’s original owner, Oliver L.Halsell, wh o is significant as a central figure in the founding of Santa Anas Fairhaven Memorial Park. The recommended categorization is “ Landmark” because it hass a distinctive architectural style and quality and is is associated with a significant person in the city (Santa Ana Municipal Code, Section 30-2.2).

EXPLANATION OF CODES:

2: It is associated with the lives of persons significant in our past.

3: It embodies the distinctive characteristics of a type, period, region, or method of construction, or represents the work of a master, or possesses high artistic values.

Exhibit B

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State of California  The Resources Agency Primary #______________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI #__________________________________________________ PRIMARY RECORD Trinomial______________________________________________ NRHP Status Code__5S3________________________________
Other Listings_____________________________________________________________________ Review Code________ Reviewer________________________ Date_______________ Page _1_ of _7_ Resource name(s) or number (assigned by recorder) Halsell-Bricken House

P1. Other Identifier:
*P2. Location: Not for Publication Unrestricted *a. County Orange County *b. USGS 7.5’ Quad: Orange Quadrangle California-Orange County 7.5-Minute Series Date: 2022 * c. Address 2424 N. Oakmont Avenue City: Santa Ana Zip: 92706 * e. Other Locational Data: Assessor’s Parcel Number 003-092-40

*P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries)

The Halsell-Bricken House is a highly intact example of a one-to-two-story, Colonial Revival-style, single-family residence with two detached ancillary buildings and a Hollywood driveway (Figure 1). The residence is characterized by a rough L-plan, hipped roof with asphalt shingles and slight eaves, and principally stucco exterior cladding, augmented with wood lap siding on the second story of the primary (east) façade . Architectural detailing is concentrated on the primary façade, as typified by the recessed main entrance. At that location, a Classically inspired molded surround features fluted pilasters appearing to support a broken pediment with prominent dentils and a finial (Figure 2). Within the recess the walls are embellished with a simple rectangular molding, while operable sidelights flank the wood-panel front door and a wrought iron lamp is suspended from the ceiling. Other details include Classically inspired molding on the bay window to the left of the entrance (Figure 3), a small balconet on the wood-clad second story (Figure 4), and a fluted belt course. Windows on the primary façade are varied; in addition to the aforementioned bay window, the main exterior includes a multi-light porthole window, segmental arch multi-light window with ornamental shutters, and multi-light double hung wood sash and casement windows (Figure 5).

The rear and side elevations are comparatively restrained in appearance (Figure 6). These areas are characterized by stucco cladding and multi-light double-hung wood-sash windows. At the rear court, a trio of non-original glazed double doors opens from the west façade of the single-story mass (Figure 7) . The adjacent patio is enclosed with a four -foot-high stuccoed wall with wood-plank gates at three locations. (See Continuation Sheet 3 of 4.)

*P3b. Resource Attributes: (list attributes and codes) HP2. Single-Family Residence and HP4. Ancillary building *P4. Resources Present: Building Structure Object Site District Element of District Other

P5b. Photo: (view and date)
(Figure 1) Primary (east) facade, view
northwest, November 18, 2026

*P6. Date Constructed/Age and
Sources: historic
1937/Original Building Permit

*P7. Owner and Address:

Tilly Gurman & Lance Uradomo
2424 North Oakmont Avenue
Santa Ana, CA 92706

*P8. Recorded by:

James Williams
City of Santa Ana
20 Civic Center Plaza M-20
Santa Ana, CA 92702

*P9. Date Recorded:

January 29, 2026

10. Survey Type:

Intensive Survey

*P11. Report Citation: (Cite survey
report and other sources, or enter “none”)
None

Exhibit B

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State of California  The Resources Agency Primary #__________________________________________ DEPARTMENT OF PARKS AND RECREATION HRI#______________________________________________

BUILDING, STRUCTURE, AND OBJECT RECORD

Page 2 of 7 ends

*Resource Name or #: Halsell-Bricken House

B1. Historic Name: Halsell-Bricken House
B2. Common Name: Same
B3. Original Use: Single-Family Residence B4. Present Use: Single-Family Residence *B5. Architectural Style: American Colonial Revival
*B6. Construction History: (Construction date, alterations, and date of alterations):

1937. Residence and garage costructed. $7000.
1991. Construction of shop building. $12,500.
1993. Residence and garage re-roofed in-kind. $6,500.
2024: Non-historic pergola demolished.
2025: Rear sliding glass doors replaced with galzed double doors; two rear windows restored; one rear window replaced.

*B7. Moved? No Yes Unknown Date:__________ Original location:______________ *B8. Related Features: Detached garage, shop building

B9a. Architect: Unknown b. Builder: Charles Lawrence (contractor)

*B10. Significance: Theme Residential Architecture Area Santa Ana Period of Significance: 1937 Property Type: Single-family Residence Applicable Criteria: C/3 (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity)

The Halsell-Bricken House is architecturally significant as an intact example of a Colonial Revival -style house in Santa Ana.

The original building permit is dated May 25, 1937, and indicates the property was developed as a residence and garage for owner Oliver L. Halsell, at a value of $7,000. The original architect and contractor are unknown. Halsell played a central role in the development of Santa Ana's Fairhaven Memorial Park, which at the time of its opening in 1911, was notable locally for its park-like planning (Tours Through History 2024). In the 1920s and 1930s, Halsell served an officer of the Santora Company, a Santa Ana-based land development firm responsible for constructing numerous commercial properties and establishing many residential subdivisions in Santa Ana and Orange County. In his duties with Santora, Halsell served as " tract manager" of the Oakmont Park tract, in which the Halsell-Bricken House is located. Originally platted for residential development in 1923, the tract was touted at the time of its initial development as one of a few areas of “high class residence c onstruction” in the city (Santa Ana Daily Register November 8, 1923). Halsell remained at the subject property until his death in 1954. Upon his passing, Halsell's estate was transferred to the Halsell Foundation, which he established “for the cultural and religious benefit of the people of Orange County” (The Register October 26, 1954). The Halsell Foundation remains in operation to this day. (Continued on page 3 of 6.)

11. Additional Resource Attributes: (List attributes and codes)

*B12. References:

Ancestry.com. U.S., City Directories, 1822-1995 [database on- line]. Lehi, UT, USA: Ancestry.com Operations, Inc., 2011.

(See Continuation Sheet 4 of 6.)

B13. Remarks: None
*B14. Evaluator: James Williams, City of Santa Ana.
*Date of Evaluation: January 29, 2026

DPR 523B (1/95) *Required information
Sketch Map

(This space reserved for official comments.)
Halsell-Bricken House
2424 N. Oakmont Avenue
N

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Page 3 ends

*Recorded by James Williams *Date January 29, 2026  Continuation  Update DPR 523L

*P3a. Description (continued):

There are two buildings at the rear of the property, the original detached garage and a shop building constructed circa 1991.

The detached garage was constructed in a style similar to the residence (Figure 8). It has a rectangular plan, hipped roof with asphalt shingles and slight eaves, and stucco siding. A non-original metal roll-up garage door is located on the main ( east) façade, opening toward a concrete-paved Hollywood driveway leading to Oakmont Avenue (Figure 9) . There are three additional entrances, which feature two glazed wood-panel doors and one glazed solid wood door. A double-hung wood-sash window is located on the west façade.

The shop building has a rectangular plan, flat roof, and stucco siding (Figure 10). It is accessed via a metal roll-up garage door (south façade) and a glazed wood standard door (east elevation). Two horizontally sliding aluminum-sash windows are located on the east elevation. A flat-roof shelter extends from the shop’s east elevation, covering nearly all the concrete- paved area between the shop building and detached garage.

The front yard is landscaped with a broad lawn and various shrubs and mature trees, while the back yard features lawns, ornamental plants, and a citrus tree.

*B10. Significance (continued):

The Halsell-Bricken House is located in the Park Santiago neighborhood. The neighborhood is bounded by Santiago Creek and Park on the north, East Seventeenth Street on the south, North Lincoln Avenue on the east, North Main Street on the west, and the I -5 freeway on the southwest. In large part these boundaries reflect the transportation lines that were constructed towards the end of the nineteenth century and at the beginning of the twentieth century, when the Pacific Electric interurban railroad ran up Main Street; the Atchison, Topeka, and Santa Fe tracks followed Lincoln; and the Southern Pacific Railroad right-of-way mirrored the freeway route.

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Page 4 ends

*Recorded by James Williams *Date January 29, 2026  Continuation  Update DPR 523L

*B10. Significance (continued):

The Halsell-Bricken House also qualifies for listing under Criterion 4, due to its associations with its original owner, Oliver L.

*B12. References (continued):

City of Santa Ana Building Permits
City of Santa Ana, Public Library. City directory collection.

Los Angeles Times, via newspapers.com
Marsh, Diann. Santa Ana, An Illustrated History. Encinitas, Heritage Publishing, 1994.

McAlester, Virginia Savage. A Field Guide to American Houses. New York: Alfred A. Knopf, 2013.

Newspapers.com (Sana Ana Register, Tustin News, The Register) Office of Historic Preservation. “Instructions for Recording Historical Resources.” Sacramento: March 1995.

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Page 5 ends

*Recorded by James Williams *Date January 29, 2026  Continuation  Update DPR 523L

Additional Figures:

Figure 2. The recessed main entrance is marked with a
Classically inspired surround with fluted columns and a broken pediment featuring a finial. facing west.

Figure 3. The bay window on the primary (east) elevation includes mullions molded as fluted columns. facing
southwest.

Figure 4. On the upper level of the main (east) façade, a small wood balconet is situated beneath multi-light wood casement windows, facing northeast.

Figure 5. The lower level of the primary façade also
features a porthole window (left) and a multi-light
segmental arch window with ornametnal shutters, facing
west.

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Page 6 ends

*Recorded by James Williams *Date January 29, 2026  Continuation  Update DPR 523L

Figure 6. The rear of the residence is comparatively
retrained in its appearance and features simple stucco
surfaces and multi-light double-hung windows, facing
northeast.

Figure 7. Three non-original glazed double doors front
the rear patio, facing northeast.

Figure 8. The detached garage, located northwest of the primary residence, has a hipped roof with moderate
overhangs and asphalt shingle cladding to match the
residence, facing southeast.

Figure 9. Ribbon driveay in the foreground leading to
garage in the background, facing south.

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Page 7 ends

*Recorded by James Williams *Date January 29, 2026  Continuation  Update DPR 523L

Figure 9. The shop building, directly west of the detached garage, has a stuccoed exterior, flat roof, and large open- frame shelter, facing north.

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MILLS ACT AGREEMENT
2424 North Oakmont Avenue
Santa Ana, CA 92706

- 1 -
Exhibit C

Exterior work shall be reviewed by the Historic Resources Commission and subject to the U.S.

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

4. Changes which may have taken place in the course of time ar e 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 o r examples of skilled craftsmanship which characterize a building, structure, or site shall be treated with sensitivity.

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

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MILLS ACT AGREEMENT
2424 North Oakmont Avenue
Santa Ana, CA 92706

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size, scale, color, material and character of the property, neighborhood, or environment.

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Exhibit D: Proposed Structure Improvements (“Work Plan”) 2424 North Oakmont Avenue
Item Year Improvement
1 2026 Trim and maintain landscaping as necessary to maintain a view of the primary (east) façade from the public right -of-way, including the large trees adjacent to the east (primary) elevation.
2 2026 Repair or replace damaged rain gutter on the front (east) façade of the detached garage.
3 2027 Replace non-original metal roll-up garage door with a garage door of stylistically appropriate material, subject to Planning Division staff approval. 4 2029 Assess condition of windows and window trim throughout the property and repair or replace in-kind, as necessary with Planning Division staff approval. 5 2031 Assess condition of wall cladding throughout the property and repair or replace in- kind as necessary with Planning Division staff approval. 6 2033 Assess condition of roofs of residence and ancillary buildings and re-roof in-kind as necessary with Planning Division staff approval.
7 2035 Assess condition of Hollywood driveway of residence and repair or replace in-kind with Planning Division staff approval.

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HRCA NO. 2024-11, HRC NO. 2024-09,
HPPA NO. 2024-13

HALSELL HOUSE
2424 N. OAKMONT AVENUE

P L A N N I N G AND B U I L D I N G A G E N C Y
500’ RADIUS
EXHIBIT 3
SITE

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Daily Journal Corporation
Serving your legal advertising needs throughout California.

Mailing Address : 600 W SANTA ANA BLVD STE 812, SANTA ANA, CA 92701 Telephone (714) 543-2027 / Fax (714) 542-6841
Visit us @ www.LegalAdstore.com

GEMA ZAPIEN

CITY OF SANTA ANA/PLANNING & BUILDING AGENCY
20 CIVIC CENTER PLAZA 2ND FLR
SANTA ANA, CA 92702

GPN GOVT PUBLIC NOTICE
2424 N. Oakmont Ave.
01/16/2026
Publication
www.capublicnotices.com
Total
$146.15
$20.00
$166.15
ORANGE COUNTY REPORTER, SANTA ANA (714) 543-2027
BUSINESS JOURNAL, RIVERSIDE (951) 784-0111
DAILY COMMERCE, LOS ANGELES (213) 229-5300
LOS ANGELES DAILY JOURNAL, LOS ANGELES (213) 229-5300
SAN FRANCISCO DAILY JOURNAL, SAN FRANCISCO (800) 640-4829 SAN JOSE POST-RECORD, SAN JOSE (408) 287-4866
THE DAILY RECORDER, SACRAMENTO (916) 444-2355
THE DAILY TRANSCRIPT, SAN DIEGO (619) 232-3486
THE INTER-CITY EXPRESS, OAKLAND (510) 272-4747
Notice Type:

Ad Description

COPY OF NOTICE
4002168
!A000007289934!
The charge(s) for this order is as follows. An invoice will be sent after the last date of publication. If you prepaid this order in full, you will not receive an invoice.

NOTICE OF PUBLIC HEARING

BEFORE THE SANTA ANA HISTORIC

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

Project Location: 2424 North Oakmont
Avenue located within the Single -Family
Residence (R1) zoning district.

Project Applicant: Lance Uradomo and
Tilly Gurman (Property Owner &
Applicant)
Project Description: Re quest for
approval of Historic Resources
Commission Application (HRCA) No.
2024 -11, Historic Register Categorization
(HRC) No. 2024 -09, and Historic Property
Preservation Application (HPPA) No.
2024 -13 to allow the placement and
categorization of the subje ct site in the
Santa Ana Register of Historical
Properties as “Key” and to execute a
Historic Property Preservation Agreement
with the City of Santa Ana.

Environmental Impact: Pursuant to the
California Environmental Quality Act
(CEQA) and the CEQA Guideli nes, the
project is exempt from further review
under Section 15331 (Class 31), as these
actions are designed to preserve historic
resources. A Categorical Exemption, ER
No. 2024 -86 will be filed for this project.

Meeting Details: This matter will be
heard on Thursday, January 29, at 4:30
p.m. in the City Council Chamber, 22
Civic Center Plaza, Santa Ana, CA 92701.

Written Comments: If you are unable to
participate in the meeting, you may send
written comments by e -mail to
PBAeComments@santa -ana.org
(reference the topic in the subject line) or
mai l to Gema Zapien, Recording
Secretary, City of Santa Ana, 20 Civic
Center Plaza – M20, Santa Ana, CA
92701. Deadline to submit written
comments is 3:30 p.m. on the day of
the meeting. Comments received after
the deadline may not be distributed to the
Commi ssion but will be made part of the
record.

Where To Get More Information:

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

Who To Contact For Questions : Should
you have any questions, please contact
case planner James Williams with the
Planning and Building Agency by email at
JWilliams@santa -ana.org or by phone at
714 -647 -5899, or Pedr o Gomez by email
at PGomez@santa -ana.org or by phone
at 714 -667 -2790.

Note: If you challenge the decision on the
above matter, you may be limited to
raising only those issues you or someone
else raised at the public hearing
described in this notice, or in written
correspondence delivered to the Historic
Resources Commission or City Council of
the City of Santa Ana at, or prior to, the
public hearing.

Si tiene preguntas en español, favor de
llamar a Gema Zapien al (714) 667 -
2732.

N u c n liên l c b n g ti ng Vi t,
xin i n tho i cho Kristie Ha (714)
667 -2206.
1/16/26
OR -4002168#

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

NOTICE OF PUBLIC HEARING

BEFORE THE SANTA ANA HISTORIC RESOURCES COMMISSION

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

Project Location: 2424 North Oakmont Avenue located within the Single- Family Residence (R1) zoning district.

Project Applicant: Lance Uradomo and Tilly Gurman (Property Owner & Applicant)

Project Description: Request for approval of Historic Resources Commission Application (HRCA) No. 2024 -11, Historic Register Categorization (HRC) No. 2024 -09, and Historic Property Preservation Application (HPPA) No. 2024-13 to allow the placement and categorization of the subject site in the Santa Ana Regis ter of Historical Properties as “Key” and to execute a Historic Property Preservation Agreement with the City of Santa Ana.

Environmental Impact: Pursuant to the California Environmental Quality Act (CEQA) and the CEQA Guidelines, the project is exempt from further review under Section 15331 (Class 31), as these actions are designed to preserve historic resources. A Categorical Exemption, ER No. 2024-86 will be filed for this project.

Deadline to submit written comments is 3:30 p.m. on the day of the meeting. Comments received after the deadline may not be distributed to the Commission but will be made part of the record.

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delivered to the Historic Resources Commission or City Council of the City of Santa Ana at, or prior to, the public hearing.

Si tiene preguntas en español, favor de llamar a Gema Zapien al (714) 667-2732.

Nếu cần liên lạc bằng tiếng Việt, xin điện thoại cho Kristie Ha (714) 667-2206.

500’ RADIUS NOTIFICATION MAP

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4/7/2026

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Planning and Building Agency
www.santa-ana.org/pb
Item # 14
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
April 7, 2026
TOPIC: Agreements for On-Call Building Safety Division Services

AGENDA TITLE
Agreements for On-Call Building Safety Division Services (Specification No. 25-130) (General Fund & Non-General Fund)

RECOMMENDED ACTION
Authorize the City Manager to execute agreements with the fifteen (15) firms listed below to provide On-Call Building Safety Division Services in a total amount not to exceed $1,900,000 for an initial term beginning May 17, 2026 and ending June 30, 2027, with provisions for two (2), one-year extensions for a total aggregate amount not to exceed $4,900,000 (Core Agreement No. A-2026-XXX).

Consultant Location
4LEAF, Inc. Pleasanton, CA
BPR Consulting Group Granite Bay, CA
Bureau Veritas North America, Inc. Costa Mesa, CA
CSG Consultants, Inc. Orange, CA
Interwest Consulting Group San Diego, CA
JAS Pacific Upland, CA
JLee Engineering, Inc. Alhambra, CA
Scott Fazekas & Associates Irvine, CA
Shums Coda Associates, Inc. Pleasanton, CA
The Code Group, Inc. (VCA Code) Orange, CA
Transtech Engineers, Inc. Chino, CA
TRB & Associates, Inc. Long Beach, CA
True North Compliance Services, Inc. Long Beach, CA
West Coast Code Consultants, Inc. Oceanside, CA
Willdan Engineering Anaheim, CA
GOVERNMENT CODE §84308 APPLIES: Yes

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On-Call Building Safety Division Services
April 7, 2026

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5 6
2 1

DISCUSSION
Background
On May 17, 2022, the City Council approved fourteen (14) consulting firms to provide the City with as-needed Building Safety Division services with an aggregated not to exceed amount of $4,900,000, for a period of three years ending May 16, 2025, with the option to renew for up to one additional year.

Development activity in the City has been trending upward since the COVID-19 pandemic to present with many large transformative projects such as the Rafferty and The Row for residential mixed-use projects, as well as commercial/industrial projects such as the South Coast Technology Center. Continuing into the future, the City anticipates many large developments such as the Related Bristol and The Village Santa Ana Specific Plan projects to continue the development trends. Just these two proposed projects would include over 5,600 residential units, 250 hotel room keys, 200 units of senior continuum of care units, and 430,000 square feet of retail and restaurant uses.

Overview of Scope of Services
Building activity in the City remains at a high level and the approval of this consultant on- call list would allow for expedited customer services through plan check services that the building industry demands as services from the City. Maintaining a list of on-call consultants for building plan checks, contract inspection staff, and similar services provides a means to expeditiously service projects and reduce response time for plan reviews and inspection of general construction workload by permanent in-house staff. For example, projects for which the applicant has requested accelerated plan reviews complete the reviews within 10 business days, which is often a reduction of review time of up to two-thirds.

Moreover, the on-call list would allow for the City to retain other specialized services, including meeting with applicants to resolve complex, specialty plan-check issues, peer- reviewing structural calculations, digitizing of plans and permits to allow for easier public access to property records, specialty inspection services, and temporary in-house staffing for plan reviews, inspections, and permit services as needed. Together, these services maintain service levels for the community during times of heavy project loads and when large-scale projects are submitted, minimizing review disruptions to other projects.

The Planning and Building Agency has continued to improve customer service by streamlining review processes, including the introduction of a electronic plan review system, migration to a digital environment through scanning of all building permit and plan records, working to implement an online portal permitting system through a new comprehensive land management system, launching over-the-counter permit services known as PBx, and introducing a new concurrent plan check for same-day reviews known

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On-Call Building Safety Division Services
April 7, 2026

Page 3 ends

5 6
2 1
as the Pod. In order to meet continued construction activity and the associated Building Safety services demand, staff requests a new agreement to allow continuity of timely and high-quality customer service through the on-call consultants.

Request for Qualifications
Request for Qualifications (RFQual) No. 25-130 was issued on November 14, 2025 on the City’s online bid management and publication system. A summary of vendor participation and results is as follows:
966 Vendors notified
1 Santa Ana vendor notified
37 Vendors downloaded the RFQual packet
15 Responsive submissions received
0 Responsive submissions received from Santa Ana vendors

Submissions were solicited, opened on December 16, 2025, and evaluated. Fifteen submissions were received by the RFQual deadline and were determined to be responsive to the specifications and met the City's requirements. While one Santa Ana- based vendor was notified of the RFQual submission opportunity, that vendor did not submit a proposal.

Staff recommends awarding agreements to all 15 qualified vendors. The selected vendors will provide on-call Building Safety Division services including plan review, technical, inspection services, and expedited services for the Planning and Building Agency.

Placement on the pre-approved list does not guarantee work to a consultant. When services are required, firms will be selected based upon their ability to perform the required work within the specified timeframe and budget. Approval of the recommended bench list will allow the Building Safety Division to timely engage services from experienced consultants for task specific projects. Staff will be better able to respond quickly to fluctuating demands and ultimately provide better service to the City of Santa Ana.

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

FISCAL IMPACT
Accelerated plan check fees and expedited inspection fees paid to the City by the applicant for each project contracted out for Building Safety services will fully fund the consultants’ cost to perform the respective plan check and inspections. Other services provided that are non-applicant funded, such as digitizing of plans and permits and temporary in-house staffing, are paid through approved budgets for contractual services.

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On-Call Building Safety Division Services
April 7, 2026

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Funding is available in the current FY 2025/26 budget and funding for subsequent fiscal years will be included in the proposed budgets for City Council consideration.

Proposed Budget FY 2026 - 2029
Fiscal Year Accounting
Unit
Fund Description Account Unit,
Account Description
Amount
2025-26

05316021-
62318
Non-General Fund Planning & Building –
Accelerated Plan
Check
$400,000
2026-27 05316021-
62323
Non-General Fund Planning & Building –
Expedited Inspections
$100,000
2026-27 01116520-
62300
General Fund Contract Services-
Professional
$300,000
2026-27 05316021-
62318
Non-General Fund Planning & Building –
Accelerated Plan
Check
$1,000,000
2026-27 01116530-
62300
General Fund Contract Services-
Professional
$100,000
2027-28 05316021-
62323
Non-General Fund Planning & Building –
Expedited Inspections
$100,000
2027-28 01116520-
62300
General Fund Contract Services-
Professional
$300,000
2027-28 05316021-
62318
Non-General Fund Planning & Building –
Accelerated Plan
Check
$1,000,000
2027-28 01116530-
62300
General Fund Contract Services-
Professional
$100,000
2028-29 05316021-
62323
Non-General Fund Planning & Building –
Expedited Inspections
$100,000
2028-29 01116520-
62300
General Fund Contract Services-
Professional
$300,000
2028-29 05316021-
62318
Non-General Fund Planning & Building –
Accelerated Plan
Check
$1,000,000
2028-29 01116530-
62300
General Fund Contract Services-
Professional
$100,000
TOTAL $4,900,000

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April 7, 2026

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EXHIBIT(S)

1. Exhibit 1 – Template Agreement

2. Exhibit 2 – Scope of Services and Fees

3. Exhibit 3 – Insurance Requirements
Submitted By: Ali Pezeshkpour, AICP, Executive Director, Planning and Building Agency
Approved By: Alvaro Nuñez, City Manager

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AGREEMENT TO PROVIDE ON-CALL

BUILDING SAFETY INSPECTION SERVICES
THIS AGREEMENT is made and entered into this 7th day of April, 2026 by and between ________________ (“Consultant”), 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. On November 14, 2025, the City issued Request for Qualification No. 25-130, by which it sought Consultants to provide on-call building safety consultant services for the Planning and Building Agency of the City of Santa Ana.

B. The scope of work may include any and all work efforts related to City projects to provide Plan Check and Building Inspection services and customer assistance for the City of Santa Ana. The intent is to minimize response time and improve customer services by supplementing in-house staff with consulting services on an as-needed basis.

C. Consultant submitted a responsive proposal that was among those selected by the City.

Consultant represents that it is able and willing to provide the services described in the scope of work that was included in RFQ No. 25-130 and attached hereto as Exhibit A.

D. Consultant has been selected as one of the fifteen (15) vendors which qualified for this engagement. Only those consultants approved by the City Council on April 7, 2026 shall be eligible to be engaged by the City for these services.

E. In undertaking the performance of this Agreement, Consultant represents that it is knowledgeable in its field and that any services performed by Consultant under this Agreement will be performed in compliance with such standards as may reasonably be expected from a professional contracting firm in the field.

NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows:

1. SCOPE OF SERVICES
a. On an as-needed basis, and at the sole discretion of City, Consultant shall perform the services that are described in Exhibit A, attached and incorporated by reference as though fully set forth herein.

2. COMPENSATION
a. As Consultant is one of fifteen (15) selected vendors selected by the City, City neither warrants nor guarantees any minimum or maximum compensation to EXHIBIT 1

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3. TERM
This Agreement shall commence on May 17, 2026 and continue for a one (1) year term until May 16, 2027 with the option for the City to grant up to two (2) one (1) year extension(s), exercisable by a writing by the City Manager and the City Attorney, unless terminated earlier in accordance with Section 16, below.

4. INDEPENDENT CONTRACTOR
Consultant shall, during the entire term of this Agreement, be construed to be an independent contractor and not an employee of the City. This Agreement is not intended nor shall it be construed to create an employer-employee relationship, a joint venture relationship, or to allow the City to exercise discretion or control over the professional manner in which Consultant performs the services which are the subject matter of this Agreement; however, the services to be provided by Consultant shall be provided in a manner consistent with all applicable standards and regulations governing such services. Consultant shall pay all salaries and wages, employer's social security taxes, unemployment insurance and similar taxes relating to employees and shall be responsible for all applicable withholding taxes.

5. OWNERSHIP OF MATERIALS
This Agreement creates a non-exclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights, designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused
to be prepared by Consultant under this Agreement (“Documents & Data”). Consultant shall require all subcontractors to agree in writing that City is granted a non-exclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement.

Consultant under this Agreement. Consultant shall be paid only for actual services performed under this Agreement at the rates and charges identified in Exhibit A.

The total amount to be expended during the term of this Agreement, as approved by Council amongst the fifteen (15) selected vendors, shall not exceed Four Million Nine Hundred Thousand Dollars and Zero Cents ($4,900,000). b. Payment by City shall be made within forty-five (45) days following receipt of proper invoice evidencing work performed, subject to City accounting procedures.

City and Consultant agree that all payments due and owing under this Agreement shall be made through Automated Clearing House (ACH) transfers. Consultant agrees to execute the City’s standard ACH Vendor Payment Authorization and provide required documentation. Upon verification of the data provided, the City will be authorized to deposit payments directly into Consultant’s account(s) with financial institutions. Payment need not be made for work which fails to meet the standards of performance set forth in the Recitals which may reasonably be expected by City.

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Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data which were provided to Consultant by the City. City shall not be limited in any way in its use of the Documents and Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City’s sole risk.

6. INSURANCE
Insurance requirements are attached hereto as Exhibit B.

7. INDEMNIFICATION
Consultant agrees to defend, and shall indemnify and hold harmless the City, its officers, agents, employees, consultants, special counsel, and representatives from liability: (1) for personal injury, damages, just compensation, restitution, judicial or equitable relief arising out of claims for personal injury, including death, and claims for property damage, which may arise from the negligent operations of the Consultant or its Consultants, subcontractors, agents, employees, or other persons acting on their behalf which relates to the services described in section 1 of this Agreement; and (2) from any claim that personal injury, damages, just compensation, restitution, judicial or equitable relief is due by reason of the terms of or effects arising from this Agreement.

This indemnity and hold harmless agreement applies to all claims for damages, just compensation, restitution, judicial or equitable relief suffered, or alleged to have been suffered, by reason of the events referred to in this Section or by reason of t he terms of, or effects, arising from this Agreement. The Consultant further agrees to indemnify, hold harmless, and pay all costs for the defense of the City, including fees and costs for special counsel to be selected by the City, regarding any action by a third party challenging the validity of this Agreement, or asserting that personal injury, damages, just compensation, restitution, judicial or equitable relief due to personal or property rights arises by reason of the terms of, or effects arising fro m this Agreement. City may make all reasonable decisions with respect to its representation in any legal proceeding.

Notwithstanding the foregoing, to the extent Consultant’s services are subject to Civil Code Section 2782.8, the above indemnity shall be limited, to the extent required by Civil Code Section 2782.8, to claims that arise of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant.

8. INTELLECTUAL PROPERTY INDEMNIFICATION
Consultant shall defend, indemnify and hold harmless the City, its officers, agents, representatives, and employees against any and all liability, including costs, and attorney’s fees, for infringement of any United States’ letters patent, trademark, or copyright contained in the work product or documents provided by Consultant to the City pursuant to this Agreement.

9. RECORDS
Consultant shall keep records and invoices in connection with the work to be performed under this Agreement. Consultant shall maintain complete and accurate records with respect to Consultant represents and warrants that Consultant has the legal right to license any and all

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charged to the City for a minimum period of three (3) years, or for any longer period required by law, from the date o f final payment to Consultant under this Agreement. All such records and invoices shall be clearly identifiable. Consultant shall allow a representative of the City to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement during regular business hours. Consultant shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement for a period of three (3) years from the date of final payment to Consultant under this Agreement.

10. CONFIDENTIALITY
If Consultant receives from the City information which due to the nature of such information is reasonably understood to be confidential and/or proprietary, Consultant agrees that it shall not use or d isclose such information except in the performance of this Agreement, and further agrees to exercise the same degree of care it uses to protect its own information of like importance, but in no event less than reasonable care. “Confidential Information” shall include all nonpublic information. Confidential information includes not only written information, but also information transferred orally, visually, electronically, or by other means. Confidential information disclosed to either party by any subsidi ary and/or agent of the other party is covered by this Agreement. The foregoing obligations of non-use and nondisclosure shall not apply to any information that (a) has been disclosed in publicly available sources; (b) is, through no fault of the Consultant disclosed in a publicly available source; (c) is in rightful possession of the Consultant without an obligation of confidentiality; (d) is required to be disclosed by operation of law; or (e) is independently developed by the Consultant without reference to information disclosed by the City.

11. CONFLICT OF INTEREST CLAUSE
Consultant covenants that it presently has no interest and shall not have interests, direct or indirect, which would conflict in any manner with performance of services.

12. NOTICE
Any notice, tender, demand, delivery, or other communication pursuant to this Agreement shall be in writing and shall be deemed to be properly given if delivered in person or mailed by first class or certified mail, postage prepaid, or sent by fax or other telegraphic communication in the manner provided in this Section, to the following persons:

To City: City Clerk
City of Santa Ana
20 Civic Center Plaza (M-30)
P.O. Box 1988
Santa Ana, CA 92702-1988
Fax: 714- 647-6956
Executive Director
Planning and Building Agency
the costs incurred under this Agreement and any services, expenditures, and disbursements

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City of Santa Ana
20 Civic Center Plaza (M-21)
P.O. Box 1988
Santa Ana, CA 92702
Email: [email protected]
To Consultant: [insert company name]
Attn: [insert name and title]
[insert address]
[insert City, State, Zip Code]
[insert email or fax #]
A party may change its address by giving notice in writing to the other party. Thereafter, any communication shall be addressed and transmitted to the new address. If sent by mail, communication shall be effective or deemed to have been given three (3) days after it has been deposited in the United States mail, duly registered or certified, wit h postage prepaid, and addressed as set forth above. If sent by fax, communication shall be effective or deemed to have been given twenty-four (24) hours after the time set forth on the transmission report issued by the transmitting facsimile machine, add ressed as set forth above. For purposes of calculating these time frames, weekends, federal, state, County or City holidays shall be excluded.

13. EXCLUSIVITY AND AMENDMENT
This Agreement represents the complete and exclusive statement between the City and Consultant regarding the subject matter herein, and supersedes any and all other agreements, oral or written, between the parties. In the event of a conflict between the terms of this Agreement and any attachments hereto, the terms of this Agreemen t shall prevail. This Agreement may not be modified except by written instrument signed by the City and by an authorized representative of Consultant. The parties agree that any terms or conditions of any purchase order or other instrument that are inconsistent with, or in addition to, the terms and conditions hereof, shall not bind or obligate Consultant or the City. Each party to this Agreement acknowledges that no representations, inducements, promises or agreements, orally or otherwise, have been made by any party, or anyone acting on behalf of any party, which are not embodied herein.

14. ASSIGNMENT
Inasmuch as this Agreement is intended to secure the specialized services of Consultant, Consultant may not assign, transfer, delegate, or subcontract any interest herein without the prior written consent of the City and any such assignment, transfer, delegation or subcontract without the City’s prior written consent shall be considered null and void. Nothing in this Agreement shall be construed to limit the City’s ability to have any of the services which are the subject to this Agreement performed by City personnel or by other consultants retained by City.

15. WAIVER
No waiver of breach, failure of any condition, or any right or remedy contained in or

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granted by the provisions of this Agreement shall be effective unless it is in writing and signed by the party waiving the breach, failure, right or remedy. No waiver of any breach, failure or right, or remedy shall be deemed a waiver of any other breach, failure, right or remedy, whether or not similar, nor shall any waiver constitute a continuing waiver unless the writing so specifies.

16. TERMINATION
This Agreement may be terminated by the City upon thirty (30) days written notice of termination. In such event, Consultant shall be entitled to receive and the City shall pay Consultant compensation for all services performed by Consultant prior to receipt of such notic e of termination, subject to the following conditions:
a. As a condition of such payment, the Executive Director may require Consultant to deliver to the City all work product completed as of such date, and in such case such work product shall be the pro perty of the City unless prohibited by law, and Consultant consents to the City's use thereof for such purposes as the City deems appropriate.
b. Payment need not be made for work which fails to meet the standard of performance specified in the Recitals of this Agreement.

17. NON-DISCRIMINATION
Consultant shall not discriminate because of race, color, creed, religion, sex, marital status, sexual orientation, gender identity, gender expression, gender, medical conditions, genetic information, or military and veteran status, age, national origin, ancestry, or disability, as defined and prohibited by applicable law, in the recruitment, selection, teaching, training, utilization, promotion, termination or other employment related activities or any services provided under this Agreement. Consultant affirms that it is an equal opportunity employer and shall comply with all applicable federal, state and local laws and regulations.

18. JURISDICTION-VENUE
This Agreement has been executed and delivered in the State of California and the validity, interpretation, performance, and enforcement of any of the clauses of this Agreement shall be determined and governed by the laws of the State of California. Both parties further agree that Orange County, California, shall be the venue for any action or proceeding that may be brought or arise out of, in connection with or by reason of this Agreement.

19. PROFESSIONAL LICENSES
Consultant shall, throughout the term of this Agreement, maintain all necessary licenses, permits, approvals, waivers, and exemptions necessary for the provision of the services hereunder and required by the laws and regulations of the United States, the State of California, the City of

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Santa Ana and all other governmental agencies. Consultant shall notify the City immediately and in writing of its inability to obtain or maintain such permits, licenses, approvals, waivers, and exemptions. Said inability shall be cause for termination of this Agreement.

20. MISCELLANEOUS PROVISIONS
a. Each undersigned represents and warrants that its signature herein below has the power, authority and right to bind their respective parties to each of the terms of this Agreement, and shall indemnify City fully, including reasonable costs and attorney’s fees, for any injuries or damages to City in the event that such authority or power is not, in fact, held by the signatory or is withdrawn. b. All exhibits referenced herein and attached hereto shall be incorporated as if fully set forth in the body of this Agreement.

IN WITNESS WHEREOF, the parties hereto have executed this Agreement the date and year first above written.

ATTEST: CITY OF SANTA ANA
________________________ _________________________
JENNIFER L. HALL ALVARO NUÑEZ
City Clerk City Manager

APPROVED AS TO FORM CONSULTANT
SONIA R. CARVALHO
City Attorney
By: _____________________ ____________________________
MELISSA M. CROSTHWAITE By:

Senior Assistant City Attorney Title:

RECOMMENDED FOR APPROVAL
____________________________

ALI PEZESHKPOUR
Executive Director
Planning and Building Agency

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EXHIBIT 2

EXHIBIT A

SCOPE OF SERVICES AND FEES
General Description
The Planning and Building Agency’s Building Safety Division of the City of Santa Ana foresees the submittal of many construction projects in the near future resulting from the adoption of new specific plans, sustained economic and market interest in the community, and the pending Zoning Code Update. Therefore, the City is seeking the services of professional consultants to support the efforts of City staff in the area of Building Safety Services that include Plan Check Services, Inspection Services, and Technical Services.

Scope of Services
A. Plan Review Services
Consultant shall perform the following services for each assigned building plan review.

1. Detailed review of the mechanical, plumbing, electrical and building (architectural and structural) plans. Review supporting documents for industrial, commercial, residential and public buildings and determine compliance with applicable building standards as related to existing and proposed buildings.

2. Review the plans for compliance with California state-mandated regulations for energy conservation, disabled access, green building standards and City adopted ordinances.

3. Review the plans for compliance with Federal Flood Plain regulations for projects in the special flood hazard area designated on the flood insurance rate map (FIRM) as Flood Zone A or AE.

4. Recheck and approval of final plans and supporting documents to be provided without additional charge for recheck.

5. Submittal of approved plans and all supporting documents to the City of Santa Ana.

6. Provide all necessary liaison and meetings with applicants via phone, e-mail or in person to expedite the review process and consult on complex code issues with City of Santa Ana Building Official.

7.Plan review report to be customized for each project and be delivered via mail or e-mail to City and the applicant.

8. Structural portion of the plans to be reviewed by California Licensed Civil or Structural Professional Engineer.

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4 9. Plan reviewer to be consistent, accurate, available, and responsive to the City and the applicant via phone, e-mail, and meetings. Also, the plan reviewer shall be available to the Building Official and his staff to help answer Code questions arising from the review.

Plan reviewer shall provide assistance in evaluation of alternate materials, design and methods of construction proposed by applicant.

10. Plan reviewer shall be available, at no expense to the City of Santa Ana, to meet at the City office with owners, architects, engineers and contractors to discuss the Plan Check issues.

11. Plan reviewer to verify that the job description, scope of work, square footages, occupancy classifications and type of construction, on the permit application agrees with the plans and specifications. Plan reviewer will also verify the building valuation based upon valuation costs used by the City of Santa Ana.

12. Initial Plan review to be complete within ten (10) working days and recheck within five (5) working days.

13. Consultant fee for review services to be 60% of the City of Santa Ana Standard Plan Check Fee, excluding any accelerated plan check fee.

14. Hourly projects including revisions, deferred submittals, trusses, stairs, curtain walls, mechanical, plumbing and electrical plan reviews will be checked on an hourly rate of $120.00/hour when performed by a Certified Plans Examiner and a rate of $150.00/hour when performed by a registered Senior Plan Check Engineer.

15. Expedited Plan Review will be provided when requested for an individual project and will be an additional 30% of the plan review fees above. For Expedited Plan Review, the initial plan review to be complete within five (5) to seven (7) working days and recheck within five (5) working days.

16. Fee(s) are charged in conformance with the City's Miscellaneous Fee Schedule.

17. Provide in-house temporary staff as approved by the Executive Director of the Planning and Building Agency.

18. Courier service for pickup and delivery of plans to the City shall be provided at no additional cost.

19. Plan review shall be performed electronically using the City’s electronic plan review system when requested by the City. No additional fees shall be charged for electronic plan review.

B. Building Inspection Services
Consultant shall perform the following services.

1. Building inspection services for industrial, commercial, residential and public buildings to determine compliance with approved plans and documents as well as applicable building standards as related to existing and proposed buildings.

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4 2. Building inspection services for compliance with California state-mandated regulations for energy conservation, disabled access, green building standards and City adopted ordinances.

3. Building inspection services for compliance with Federal Flood Plain regulations for projects in the special flood hazard area designated on the flood insurance rate map (FIRM) as Flood Zone A or AE.

4. Building inspectors shall be certified to perform inspections for compliance with applicable California Building Standards Codes.

5.Building inspectors shall complete all necessary City forms and documents, enter results, and follow the City’s workflow when an inspection is conducted. Inspectors will provide accurate correction notices and inspection records.

6. Building inspections shall be charged at an hourly rate of $100.00/hour when performed by a Certified Building Inspector and a rate of $125.00/hour when performed by a Senior Certified Building Inspector. Mileage will not be reimbursed by the City.

7. Provide accelerated building inspection services on an as-needed basis.

8. Provide in-house temporary staff.

C. Technical Services
Consultant shall perform the following services.

1. Technical services shall be provided as-needed at hourly rates listed in Sections A and B above, based on the qualifications of the consultant that will provide the service.

Technical services shall include training and technical studies with reporting with rates ranging from $80.00/hour to $150.00/hour, and document management system administration services with rates ranging from $25.00/hour to $45.00/hour based on experience.

2. Permit technical services shall be charged at an hourly rate of $70.00/hour when performed by non-certified permit technicians and $85.00/hour when performed by Certified Permit Technician.

3. Structural Peer Review services shall be performed by a California registered Structural Engineer who has expertise in the current edition of ASCE 41 and performance-based structural design methodologies. Peer reviewer shall have technical expertise in the evaluation and retrofit of buildings similar to the one being reviewed and shall be familiar with the technical issues and regulations governing the work to be reviewed. Consultant shall provide a lump sum fixed fee for the structural peer review services based on the scope and complexities of the project. This fee shall be subject to the approval of the project applicant as a pass-through fee and shall be paid by the project applicant in conformance with the City's Miscellaneous Fee Schedule.

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EXHIBIT B

INSURANCE REQUIREMENTS
Prior to undertaking performance of work under this Agreement, Consultant shall maintain and shall require any subcontractors to obtain and maintain insurance as described below for the entire Term of this Agreement against claims for injuries to persons or damage to property which may arise from or in connection with services, products and materials supplied to City.

Total cost of such insurance shall be borne by Consultant.

MINIMUM SCOPE AND LIMIT OF INSURANCE

1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence and $4,000,000 aggregate. Required policy limits can be met with primary and umbrella/excess insurance policies.

2. Automobile Liability (AL): Insurance Services Office Form CA 00 01 covering Code 1 (any auto), with limits no less than $1,000,000 combined single limits. In the event Consultant does not maintain commercial automobile liability insurance, City will accept evidence of personal automobile insurance, provided that such policy is endorsed for business use and provides coverage with a minimum limit of $1,000,000. Required policy limits can be met with primary and umbrella/excess insurance policies.

3. 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, policy or employee, for bodily injury or disease. Coverage is not required if Consultant has no employees and signs request to waive such insurance.

4. Professional Liability (PL): with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 aggregate.

If Consultant maintains broader coverage and/or higher limits than the minimum requirements for each line of coverage shown above, City requires and shall be entitled to the broader coverage and/or the higher limits maintained by Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to City.

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

1. City, its City Council, its officers, officials, employees, agents, and volunteers are to be covered as additional insureds, under Consultant’s CGL and AL policies, with respect to any liability arising out of work or operations performed by or on behalf of the Consultant including materials, parts, equipment, and personnel furnished in connection with such work or operations.

2. Consultant’s Insurance company(ies) agrees to waive all rights of subrogation against City, its City Council, its officers, officials, employees, agents, and volunteers for losses EXHIBIT 3

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paid under the terms of Consultant’s CGL, AL, and WC policies which arise from work performed by Consultant under this Agreement.

3. For any claims related to this contract, Consultant’s insurance coverage shall be primary and any insurance maintained by City, its City Council, its officers, officials, employees, agents, or volunteers shall not contribute with it.

4. A severability of interest provision must apply for all the additional insureds, ensuring that Consultant’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.

Self-Insured Retentions
Self-insured retentions must be declared to and approved by the City. The City may require the Consultant to purchase coverage with a lower retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.

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
Consultant shall furnish City with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive Consultant’s obligation to provide them.

City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

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.

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Police Department
www.santa-ana.org/pd
Item # 15
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
April 7, 2026
TOPIC: Forensic Imaging System for the Santa Ana Police Department

AGENDA TITLE
Purchase Order to Foster + Freeman for DISCOVER Imaging System with Included Crime-lite AUTO Kit and Accessories (Specification No. 26-038) (Non-General Fund)

RECOMMENDED ACTION
Authorize a Purchase Order to Foster + Freeman for DISCOVER imaging system with included Crime-lite AUTO Kit and accessories in an amount not to exceed $99,177.

GOVERNMENT CODE §84308 APPLIES: Yes

DISCUSSION
In November 2004, California voters passed Proposition 69, the DNA Fingerprint, Unsolved Crime, and Innocence Protection Act of 2004, to expand and modify state law regarding the collection and use of criminal offender DNA samples and palm print impressions. Proposition 69 established a guaranteed funding source for costs associated with the collection, verification, and/or management of DNA evidence.

On November 12, 2024, the County of Orange Prop 69 Committee approved the allocation of 2024 DNA Identification Fund revenues and estimated funding totaling $747,000. The Committee voted to allocate $742,472 county-wide in one-time funding requests to enhance the DNA program for local law enforcing entities and County Departments. The Santa Ana Police Department (SAPD) was awarded $100,000 to purchase a complete DISCOVER Imaging System for the Department’s Forensic Services Division. The County Board of Supervisors approved the Prop 69 Committee’s recommendations at their January 28, 2025 meeting.

The DISCOVER system is a modular forensic imaging docking station designed to operate with the Crime-lite AUTO system previously acquired by SAPD. It enhances laboratory capabilities for latent fingerprint and DNA collection by improving the detection, imaging, and collection of print impression, trace, and DNA evidence.

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Forensic Imaging System for the Santa Ana Police Department April 7, 2026

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The DISCOVER imaging system is a sophisticated forensic imaging and analysis modular docking system designed to assist with the examination of various types of evidence, particularly trace evidence. Utilizing an embedded Crime-lite AUTO, it specializes in the detection, documentation, and analysis of fingerprints, trace evidence, and biological samples. The enhanced detection and visualization of latent fingerprints or biological materials facilitated by the DISCOVER system supports improved identification of potential DNA sources. These advanced capabilities help ensure possible DNA, print impression, and trace evidence can be best preserved, documented, and collected by forensic staff.

The DISCOVER forensic imaging workstation combines specialty photography and light-based detection methods to facilitate the development and collection of vital print, DNA, and trace evidence. Use of this system would allow SAPD Forensic Specialists to examine possible evidence with fluorescence, infrared, and reflected longwave UV imaging, with included digital enhancement and image validation and audit trail capabilities. This innovative technology would allow the SAPD to leverage our current resources in a significantly more efficient process by reducing the time required for staff to process items and consolidating technical functions into one system, as opposed to using multiple varied computer and written log programs, as is the current workflow.

Santa Ana Municipal Code, Section 2-807(a, e), authorizes the City to make non-bid purchases of services, supplies, materials, and equipment whenever it shall appear that there is only one reasonably available source. The DISCOVER imaging system, Crime- lite AUTO, and the accessories are manufactured and sold exclusively from Foster + Freeman. In 2023, the Department purchased three Crime-Lite AUTO camera kits from the same manufacturer with the Proposition 69 funds awarded by the County.

Purchasing the DISCOVER workstation from the same manufacturer to work in conjunction with existing equipment will enhance the Forensic Unit’s imaging abilities in the lab.

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

FISCAL IMPACT
Funding is available in the FY 25-26 budget in the following account:

Fiscal
Year
Accounting Unit
– Account No.

Fund
Description
Accounting Unit –
Account No. Description Amount
FY 25-26 02414410-66400
Police
Activities &
Programs
Police Special
Revenue, Machinery &
Equipment
$99,177
Total $99,177

City Council
15 –
2 4/7/2026

Forensic Imaging System for the Santa Ana Police Department April 7, 2026

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EXHIBIT(S)
N/A
Submitted By: Robert Rodriguez, Police Chief
Approved By: Alvaro Nuñez, City Manager

City Council
15 –
3 4/7/2026

Police Department
www.santa-ana.org/pd
Item # 16
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
April 7, 2026
TOPIC: Enterprise Fleet Management Lease Amendment

AGENDA TITLE
Amendment to Supplemental Agreement with Enterprise Fleet Management, Inc. for Leased Vehicles

RECOMMENDED ACTION
Authorize the City Manager to execute an amendment to the supplemental agreement with Enterprise Fleet Management, Inc. to exercise a one-year extension from April 19, 2026 through April 18, 2027 for leased vehicles and maintenance management services for an annual amount not to exceed $520,536 (Agreement No. A-2026-XXX).

GOVERNMENT CODE §84308 APPLIES: Yes

DISCUSSION
On January 16, 2024, the City Council approved seven agreements with Enterprise FM Trust and Enterprise Fleet Management, Inc. (“Enterprise”) for leased vehicles and maintenance agreements for both the Santa Ana Police Department and the Planning and Building Agency. These agreements included the following:
Master Walkaway Lease Agreement;
Master Equity Lease Agreement;
Maintenance Management and Fleet Rental Agreement;
Supplemental Agreement between City and Enterprise;
Indemnity Agreement for Master Walkaway Lease Agreement; Indemnity Agreement for Master Equity Lease Agreement; and Amendment to Maintenance Management and Fleet Rental Agreement.

The City Council’s approval of the agreement covering the period of January 1, 2024 through April 18, 2026 was based on Santa Ana Ordinance No. NS-3041, which authorized the City to purchase against contracts awarded by any public agency employing a competitive bid process. Sourcewell, a cooperative government purchasing agency, awarded a contract to Enterprise Fleet Management, Inc. (Contract No.

City Council
16 –
1 4/7/2026

Enterprise Fleet Management Lease Amendment
April 7, 2026

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030122-EFM) for procurement of fleet management services, open-end leases, maintenance management programs, etc., as a result of open, competitive bidding on behalf of its members, which includes government agencies. Utilizing Sourcewell’s contract enabled the City to enter into new agreements with Enterprise and obtain the best pricing and allowed both departments to continue with the existing lease vehicles that were currently under contract.

The Planning and Building Agency was allocated one-time funding to purchase new vehicles and have since returned all lease vehicles back to Enterprise during calendar year 2025. Currently, the Police Department leases 53 vehicles.

Sourcewell’s contract with Enterprise has been extended to April 18, 2027 by mutual consent. Staff recommends amending the supplemental agreement to exercise the same one-year extension for an annual amount not to exceed $520,536.

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

FISCAL IMPACT
Funding is available in the FY 25-26 budget in the following accounts and funding for FY 26-27 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 01114XXX-62300 General Fund
Police Department
Various, Contract
Services-
Professional
$116,635
FY 25-26 01214010-62300 Cannabis Fund
Police Enforcement
Services, Contract
Services-
Professional
$ 13,500
FY 26-27 01114XXX-62300 General Fund
Police Department
Various, Contract
Services-
Professional
$349,901
FY 26-27 01214010-62300 Cannabis Fund
Police Enforcement
Services, Contract
Services-
Professional
$ 40,500
Total $520,536

City Council
16 –
2 4/7/2026

Enterprise Fleet Management Lease Amendment
April 7, 2026

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EXHIBIT(S)

1. Amendment to Supplemental Agreement
Submitted By: Robert Rodriguez, Police Chief
Approved By: Alvaro Nuñez, City Manager

City Council
16 –
3 4/7/2026

AMENDMENT TO SUPPLEMENTAL AGREEMENT BETWEEN ENTERPRISE

FLEET MANAGEMENT, INC AND CITY OF SANTA ANA FOR VEHICLE LEASE

AND MAINTENANCE

THIS AMENDMENT TO THE SUPPLEMENTAL AGREEMENT is made and entered into on this 7th day of April, 2026, by and between Enterprise Fleet Management, Inc., a Missouri the City of Santa Ana, a charter city and municipal corporation organized and existing under the Con

RECITALS

A. On January 16, 2024, upon approval by the City Council of the City of Santa Ana, the parties entered into seven (7) agreements for the lease and maintenance of vehicles from Enterprise Fleet Management. The agreements are:

Master Walkaway Lease (A-2024-018-01)
Master Equity Lease (A-2024-018-02)
Maintenance Management and Fleet Rental Agreement (A-2024-018-03) Supplemental Agreement (A-2024-018-04)
Indemnity Agreement for MWLA (A-2024-018-05)
Indemnity Agreement for MELA (A-2024-018-06)
Addendum to Maintenance Management Agreement (A-2024-018-07)

B. For the agreements, listed above, the Supplemental Agreement (A-2024-018-04) provides the not-to-exceed amount of the rent and charges incurred in connection with the leased vehicles consistent with paragraphs 3, 5 and 6 of the Master Equity Lease Agreement and Master Walkaway Lease Agreement entered into between the parties. In addition, all vehicle repair and service fees, billing and payments in connection with the leased vehicles are defined by paragraphs 2 and 3 of the Maintenance Management Agreement and Fleet Rental Agreement.

C. Under the Supplemental Agreement, Sections 2 and 3 of the Enterprise Master Equity Lease Agreement and the Enterprise Master Walkaway Lease Agreement govern the Term, Rent and Other Charges.

D. Pursuant to the terms of the Supplemental Agreement, the parties acknowledged that the term of the lease or maintenance of any leased vehicles, as provided in the remaining Enterprise Agreements listed in Recital A, above, would not extend past April 18, 2026 due to the not-to-exceed amount provided in Section 1.a. of the Supplemental Agreement.

E. The City retains the option to grant up to one (1)-year renewal of such authority, exercisable by a writing by the City Manager and the City Attorney. The Supplemental Agreement is therefore, current and in-effect.

EXHIBIT 1

City Council
16 –
4 4/7/2026

F. Santa Ana Ordinance No. NS-3041 authorizes the City to purchase against contracts awarded by any public agency employing a competitive bid process. Sourcewell, a cooperative government purchasing agency, awarded a contract to Enterprise Fleet Management, Inc. (Contract No. 030122-EFM) for procurement of fleet management services, open-end leases, maintenance management programs, etc., as a result of open, competitive bidding on behalf of its members, which includes government agencies. G. This pricing and services under this Agreement is in accordance with the contract between Enterprise Fleet Management and Sourcewell for Fleet Management Services Request for Proposal #030122-EFM effective until April 18, 2027. H. Enterprise and obtain the best pricing and allows SAPD to continue with the existing lease vehicles currently under contract. I. The parties hereby wish to amend the Supplemental Agreement to exercise the option to extend the term of the Supplement Agreement and increase the not-to-exceed amount to provide compensation for the extended term. No other changes are contemplated by this Amendment. NOW THEREFORE, in consideration of the mutual and respective promises, and subject to the terms and conditions hereinafter set forth, the parties agree as follows: 1. Section 1.a., COMPENSATION, is hereby amended and reads as follows: a. The total amount to be expended for the lease and maintenance of vehicles, during the extended term defined below in Section 2 of this Amendment to the Supplemental Agreement, shall not exceed $520,536. 2. Section 2, TERM, is hereby amended to exercise the option to extend the term of the Supplemental Agreement through April 18, 2027. This extended date shall apply to the terms of Enterprise Agreements listed in Recital A, above, and any prior pending or existing lease agreements referenced in the Supplemental Agreement. [signature page to follow]

City Council
16 –
5 4/7/2026

City Council
16 –
6 4/7/2026

Public Works Agency
www.santa-ana.org/pw
Item # 17
City of Santa Ana
20 Civic Center Plaza, Santa Ana, CA 92701
Staff Report
April 7, 2026
TOPIC: Purchase Order Contracts for Equipment Rentals and Related Products and Services

AGENDA TITLE
Aggregate Purchase Order Contracts to Herc Rentals, Inc., Sunbelt Rentals, and United Rentals for Equipment Rentals and Related Products and Services (Specification No. 26-014) (General Fund & Non-General Fund)

RECOMMENDED ACTION
Award aggregate purchase order contracts to Herc Rentals, Inc., Sunbelt Rentals, and United Rentals for equipment rentals and related products and services on an as- needed basis, in a total aggregate amount not to exceed $720,000, for a term beginning April 7, 2026 and expiring October 31, 2027.

GOVERNMENT CODE §84308 APPLIES: No

DISCUSSION
The Public Works Agency (PWA) oversees and maintains the daily operations of the City’s water and sanitary sewer systems and their associated facilities, and oversees the maintenance and improvements of all City parks and building facilities. PWA utilizes equipment rental services to provide an efficient means of acquiring special equipment on an as-needed temporary basis to support specific operations and special projects.

Additionally, the Santa Ana Police Department use equipment rental services to assist the Police Department’s Cannabis Enforcement team for various cases, as needed.

Santa Ana Municipal Code, Section 2-807(d), authorizes the City to purchase against contracts from any public agency utilizing a competitive bid process. The City of Charlotte contract no. 2019000318 with Herc Rentals Inc. for equipment rentals and related products and services (Exhibit 1), the OMNIA Partners contract no. R241502 with Sunbelt Rentals for equipment and tool rental services (Exhibit 2), and the Sourcewell contract no. 040924-URI with United Rentals for rental equipment (Exhibit 3) were all awarded as a result of open, competitive bidding, and meet the City’s requirements.

City Council
17 –
1 4/7/2026

Purchase Order Contracts for Equipment Rentals and Related Products and Services April 7, 2026

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The existing aggregate purchase order contracts with Herc Rentals, Inc., Sunbelt Rentals, and United Rentals were established for a three-year term and set to expire on April 19, 2026, with a total amount not to exceed $568,000. The new proposed aggregate purchase order contracts includes increases to support a growing number of in-house capital and maintenance projects that are currently planned and underway. Improvements at the Garthe Pump Station are currently in construction, and upon completion, staff will proceed with additional in-house projects. Over the past year, PWA has also expanded its staffing levels, increasing operational capacity to bring construction in-house. While new vehicles and equipment are procured, project delivery timelines necessitate continued reliance on rental equipment in the interim. These contracts provide access to a range of equipment, from daily-use service vehicles to specialized machinery not typically owned by the City but required for specific projects.

Maintaining access to all three vendors ensures greater equipment availability, operational flexibility, and efficient use of resources.

All three vendors, Herc Rentals, Inc., Sunbelt Rentals, and United Rentals, maintain a comprehensive local inventory of rental equipment that meet the needs of each agency.

Staff recommends awarding aggregate purchase order contracts to Herc Rentals, Inc., Sunbelt Rentals, and United Rentals for equipment rentals and related products and services.

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

FISCAL IMPACT
Funds are budgeted and available in the following accounts for FY 2025-26. Funding for subsequent fiscal years will be included in the proposed budgets for City Council consideration.

Fiscal
Year
Accounting
Unit –
Account #
Fund
Description
Account Description Amount
06017640-
63001
Water Water Utility Water
Production & Supply –
Miscellaneous Operating
Expense
$47,368
06017648-
63001
Water Water Resources
Construction –
Miscellaneous Operating
Expenses
$39,474
FY25-26
(Apr –
Jun)
08517138-
62300
City Yard
Operations
City Yard Operations –
Contract Services-
Professional
$4,737

City Council
17 –
2 4/7/2026

Purchase Order Contracts for Equipment Rentals and Related Products and Services April 7, 2026

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8 1
01117651-
62320
General Park Maintenance Service
Enhancement –
Maintenance & Repair
Building & Ground
$7,895
01117652-
62320
General PWA – Park Service
Enhancement –
Maintenance & Repair
Buildings & Ground
$7,895
07417655-
62320
Civic Center
Maintenance
Civic Center Maintenance
– Maintenance & Repair
Buildings & Ground
$1,579
06717650-
62320
Regional
Transportation
Center
PWA – SARTC Operations
– Maintenance and Repair
Buildings & Ground
$1,579
07317100-
62300
Building
Maintenance
Building Maintenance –
Contract Services-
Professional
$1,579
07517100-
62300
Fleet
Maintenance
Equipment Maintenance –
Garage Operation –
Contract Services-
Professional
$1,579
06017640-
63001
Water Water Utility Water
Production & Supply –
Miscellaneous Operating
Expense
$189,474
06017648-
63001
Water Water Resources
Construction –
Miscellaneous Operating
Expenses
$157,895
08517138-
62300
City Yard
Operations
City Yard Operations –
Contract Services-
Professional
$18,947
01117651-
62320
General Park Maintenance Service
Enhancement –
Maintenance & Repair
Building & Ground
$31,579
01117652-
62320
General PWA – Park Service
Enhancement –
Maintenance & Repair
Buildings & Ground
$31,579
FY26-27
07417655-
62320
Civic Center
Maintenance
Civic Center Maintenance
– Maintenance & Repair
Buildings & Ground
$6,316

City Council
17 –
3 4/7/2026

Purchase Order Contracts for Equipment Rentals and Related Products and Services April 7, 2026

Page 4 ends

Santa Ana City CouncilApril 7, 2026

Santa Ana City Council
April 7, 2026