City Council and Authorities Concurrent
November 7, 2023

RECORD WITHOUT FEE
PURSUANT TO GOV'T CODE SECTION 6103

Recording Requested by:

Office of the City Attorney
City of Santa Clara, California

When Recorded, Mail to:

Office of the City Clerk
City of Santa Clara
1500 Warburton Avenue
Santa Clara, CA 95050

Form per Gov't Code Section 27361.6 [SPACE ABOVE THIS LINE FOR RECORDER'S USE]

HISTORIC PROPERTY PRESERVATION AGREEMENT

This Agreement, (herein, "Agreement"), is made and entered into this ___ day of ___________, 2023, ("Effective Date"), by Thulasiram Peddineni and Anusha Naidu Bojja Venkata, owners of certain real property located at 2566 Homestead Road, Santa Clara, CA 95051 (“OWNERS”) and the City of Santa Clara, California, a chartered California municipal corporation with its primary business a ddress a t 1500 War burton Avenue, Santa Clara, California 95050 ("CITY"). CITY and OWNERS may be referred to herein individually as a "Party" or collectively as the "Parties" or the "Parties to this Agreement."

A. Recitals.
(1) California Government Code Section 50280, et seq. authorizes the CITY to enter into a contract with the OWNERS of qualified Historical Property to provide for the use, maintenance, and restoration of such Historical Property so as to retain its characteristics as property of historical significance.

(2) O WNERS possesses fee title in and to that certain real property, together with associated structures and improvements thereon, shown on the 2023 Santa Clara County Property Tax Rolls as Assessors' Parcel Number 294-55-001, and generally located at the street address 1053 Lexington Street, in the City of Santa Clara ("Historic Property"). A legal description of the Historic Property is attached hereto as "Legal Description," marked as "Exhibit "A," and incorporated herein by reference.

(3) The Historic Property is on the City of Santa Clara Architecturally or Historically Significant Properties list. OWNERS submitted a Mills Act Proposal to City on May 31, 2023. The Proposal included a Primary Record from the State of California’s Depa rtment of Parks and Recreation. A true and correct copy of the Proposal is attached to this Agreement as “Exhibit B”.

(4) CITY and OWNER S, for their mutual benefit, now desire to enter into this Agreement both to protect and preserve the characteristics of historical significance of the Historic Property and to qualify the Historic Property for an assessment of valuation pursuant to Section 439.2 of the California Revenue and Taxation Code.

Historic Property Preservation Agreement/2566 Homestead Road Typed: 08/14/2023

B. Agreement.

NOW, THEREFORE, CITY and OWNERS, in consideration of the mutual covenants and conditions set forth herein, do hereby agree as follows:

(1) Effective Date and Term of Agreement .

The term of this Agreement shall
commence on the effective date of this Agreement and shall remain in effect for a term of ten (10) years thereafter. Each year upon the anniversary of the effective date, such term will automatically be extended as provided in paragraph 2, below.

(2) Renewal.

(a) Each year on the anniversary of the effective date of this Agreement, ("renewal date"), one (1) ye ar shall automatically be added to the term of this Agreement unless notice of nonrenewal is mailed as provided herein.

(b) If either the OWNER S or CITY desires in any year not to renew the Agreement, OWNERS or CITY shall serve written notice of nonrenewal of the Agreement. Unless such notice is served by OWNER S to CITY at least ninety (90) days prior to the annual renewal date, or served by CITY to OWNERS at least sixty (60) days prior to the annual renewal date, one (1) year shall automat ically be added to the balance of the remaining term of the Agreement as provided herein.

(c) OWNERS may make a written protest of a nonrenewal notice issued by CITY. CITY may, at any time prior to the annual renewal date of the Agreement, withdraw its notice to OWNERS of nonrenewal. If either CITY or OWNERS serves notice to the other of nonrenewal in any year, the Agreement shall remain in effect for the balance of the term then remaining, from either original execution date or the last renewal date of the Agreement, whichever is applicable.

(3) Standards for Historical Property.

During the term of this Agreement, the Historic
Property shall be subject to the following conditions, requirements, and restrictions:

(a) OW
NERS shall preserve and maintain the character istics of historical significance of the Historic Property. "The Secretary of the Interior's Standards for Rehabilitation," marked as “Exhibit C” to this agreement, and incorporated herein by this reference, contains a list of those minimum s tandards and conditions for maintenance, use, and preservation of the Historic Property, which shall apply to such property throughout the term of this Agreement.

(b) OWNERS shall, when necessary or as determined by the Director of Planning and Inspection, restore and rehabilitate the property to conform to the rules and regulations of the Office of Historic Preservation of the State Department of Parks and Recreation, the United States Secretary of the Interior Standards for Rehabilitation and the California Historical Building Code and in accor dance with the attached schedule of potential home improvements, drafted by the OWNERS and approved by the City Council, attached hereto as "The Description of the Preservation and Restoration Efforts," marked as “Exhibit D” to this agreement, and incorporated herein by this reference.

(c) OWNERS shall allow, and CITY requires, that after five (5) years, and every five (5) years thereafter, an inspection of the property’s interior and exterior shall be conducted by a party appointed by CITY, to determine OWNERS’ continued compliance with the terms of this Historic Property Preservation Agreement/2566 Homestead Road Typed: 08/14/2023

Agreement. OWNERS acknowledge that the required inspections of the interior and exterior of the property were conducted prior to the effective date of this Agreement.

(4) Provision fo r Information.
(a) OWNERS hereby agree to furnish CITY with any and all information requested by the CITY to determine compliance with the terms and provisions of this Agreement.

(b) It shall be the duty of the OWNERS to keep and preserve, for the term of the Agreement, all records as may be necessary to determine the eligibility of the property involved, and the OWNERS compliance with the terms and provisions of this Agreement, including, but not limited to blueprints, permits, h istorical and/or archi tectural review appr ovals, and schedules of potential home improvements drafted by the OWNERS and approved by the City Council.

(5) Cancellation.
(a) CITY, following a duly noticed public hearing as set forth in Cal ifornia Government Code Section 50280, et seq., shall cancel this Agreement or bring an action in court to enforce this Agreement if it determines any one of the following:

(i) the OWNER S breached any of the terms or conditions of this Agreement; or

(ii) the OWNERS have allowed the property to deteriorate to the point that it no longer meets standards for a qualified historic property.

(b) CITY may also cancel this Agreement if it determines that:

(i) the OWNERS have allowed the property to deteriorate to the point that it no longer meets building standards of the City Code and the codes it incorporates by reference, including, but not limited to, the Uniform Housing Code, the California Historical Building Code, the California Fire Code, and the Uniform Code for the Abatement of Dangerous Buildings or;

(ii) the OWNER S ha ve not complied with any other local, State, or federal laws and regulations.

(iii) the OWNERS have failed to restore or rehabilitate the property in the manner specified in subparagraph 3(b) of this Agreement.

(c) In the event of cancellation, OWNERS shall pay those cancellation fees set forth in California Government Code Section 50280, et seq. As an alternative to cancellation, OWNERS may bring an action in court to enforce the Agreement.

(6) No Waive
r of Breach.
(a) No waiver by CITY of any breach under this Agreement shall be deemed to be a waiver of any other subsequent breach. CITY does not waive any claim of breach by OWNERS if CITY does not enforce or cancel this Agreement. All other remedies at law or in equity which are not otherwise provided for under the terms of this Agreement or in the City's laws and regulations are available to the City.

Historic Property Preservation Agreement/2566 Homestead Road Typed: 08/14/2023

(7) Mediation.
(a) Any controversies between OWNERS and CITY regarding the construction or application of this Agreement, and claim arising out of this contract or its breach, shall be submitted to mediation upon the written request of one party after the service of that request on the other party.

(b) If a dispute arises under this contract, either party may demand mediation by filing a written demand with the other party.

(c) The parties may agree on one mediator. If they cannot agree on one mediator, there shall be three: one named in writing by each of the parties within five days after demand for mediation is given, and a third chosen by the two appointed. Should either party refuse or neglect to join in the appointment of the mediator(s) or to furnish the mediator(s) with any papers or information demanded, the mediator(s) may proceed ex parte.

(d) A hearing on the matter to be arbitrated shall take place before the mediator(s) in the city of Santa Clara, County of Santa Clara, State of California, at the time and place selected by the mediator(s). The mediator(s) shall select the time and place promptly and shall give party written notice of the time and place at least fifteen (15) days before the date selected. At the hearing, any relevant evidence may be presented by either party, and the formal rules of evidence applicable to judicial p roceedings shall not govern. Evidence may be admitted or excluded in the sole discretion of the mediator(s). The mediator(s) shall hear and determine the matter and shall execute and acknowledge the award in writing and cause a copy of the writing to be delivered to each of the parties.

(e) The submission of a dispute to the mediator(s) and the rendering of a decision by the mediator(s) shall be a condition precedent to any right of legal action on the dispute. A judgment confirming the awa rd may be given by any S uperior Court having jurisdiction, or that Court may vacate, modify, or correct the award in accordance with the prevailing provisions of the California Mediation Act.

(f) Each party shall bear their own cost(s) of mediation.

(8) Bi ndin
g Effect of Agreement.
(a) The OWNERS hereby subjects the Historic Property described in Exhibit "A" hereto to the covenants, reservations, and restrictions as set forth in this Agreement. CITY and OWNERS hereby declare their specific intent that the covenants, reservations, and restrictions as set forth herein shall be deemed covenants running with the land and shall pass to and be binding upon the OWNERS successors and assigns in title or interest to the Historic Property. Each and every contract, deed, or other instrument hereinafter executed, covering, encumbering, or conveying the Historic Property, or any portion thereof, shall conclusively be held to have been executed, delivered, and accepted subject to the covenants, reservations, and restr ictions expressed in t his Agreement, regardless of whether such covenants, reservations, and restrictions are set forth in such contract, deed, or other instrument.

(b) CITY and OWNERS hereby declare their understanding and intent that the burden of the covenants, reservations, and restrictions set forth herein touch and concern the land in that OWNERS’ legal interest in the Historic Property.

Historic Property Preservation Agreement/2566 Homestead Road Typed: 08/14/2023

(c) CITY and OWNERS hereby further declare their understanding and intent that the benefit of such covenants, res ervations, and restric tions touch and concern the land by enhancing and maintaining the historic characteristics and significance of the Historic Property for the benefit of the CITY, public (which includes, but is not limited to the benefit to the public street generally located at 2566 Homestead Road), and OWNERS.

(9) Notice.
(a) Any notice required to be given by the terms of this Agreement shall be provided at the address of the respective parties as specified below or at any other address as may be later specified by the parties hereto.

CITY: City of Santa Clara
Attn: City Clerk
1500 Warburton Avenue
Santa Clara, CA 95050

OWNERS: Thulasiram Peddineni Anusha Naidu Bojja Venkata 2566 Homestead Road 2566 Homestead R oad
Santa Clara, CA 95051 Santa Clara, CA 95051

(b) P rior to entering a contract for sale of the Historic Property, OWNERS shall give thirty (30) days notice to the CITY and it shall be provided at the address of the respective parties as specified above or at any other address as may be later specified by the parties hereto.

(10) No Partnership or Joint Enterprise Created .

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.

(11) Hold Harmless and Indemnification.

To the extent permitted by law, OWNERS
agree to protect, defend, hold harmless and indemnify CITY, its City Council, commissions, officers, agents, and employees from and against any claim, injury, liability, loss, cost, and/or expense or damage, however same may be caused, including all costs and reasonable attorney's fees in providing a defense to any claim arising there from for which OWNERS shall become legally liable arising from OWNERS’ acts, errors, or omissions with respect to or in any way connected with this Agreement.

(12) Attorneys' Fees.

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 costs and other relief ordered by the court.

(13) Restrictive Covenants Binding .

All of the agreements, rights, covenants,
reservations, 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 or in any manner pursuant to this Agreement.

Historic Property Preservation Agreement/2566 Homestead Road Typed: 08/14/2023

(14) Mills Act Historic Property Contract Application Requirements. An application for a Mills Act Historic Property Contract shall be made through the Planning Division and shall include the following:

a. a
Historic Resources Inventory form;

b. the descrip tion of the preservation or restoration efforts to be undertaken as referenced in paragraph 3 (b) as Exhibit "D";

c. a statement of justification for the Mills Act Historic Property designation and reassessment; and,

d. the Mills Act Historic Pr operty Contract filing fee pursuant to paragraph 17.

(15) Mills Act Historic Prope
rty Contract Approval. Based upon the Historical and
Landmarks Commission's ("Commission") review of the Mills Act Historic Property Contr act criteria and recommendation to Council, and based upon the recommendation and approval by Council, a Mills Act Historic Property Contract may be entered into with OWNERS. The decision of the City Council shall be final and conclusive in the matter.

(16) Re co
rdation and Notice. 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 Santa Clara.

(17) Fees.

The Planning Department may colle ct s uch Mills Act H istoric Property Contract application fee of 8,078.70 (eight thousand, seventy-eight dollars and seventy cents), or other fees for the administration of this contract as are authorized from time to time by the City Council. Such fees do not exceed the reasonable cost of providing the service for which these fees are charged. OWNERS shall pay the County Recorder's Office recordation fees for recordation of this Mills Act Historic Property Contract a nd the recordation of the OWNERS updated Historic Resources Inventory form.

(18) Ordinary Maintenance. Nothing in this contract shall be construed to prevent the ordinary maintenance or repair of any exterior architectural feature in or on any Historic Property covered by this contract that does not involve a change in design, material, or external appearance thereof, nor does this contract prevent the construction, reconstruction, alteration, restoration, demolition, or removal of any such external architectural feature when the Director of Planning and Inspection determines that such action is required for the public safety due to an unsafe or dangerous condition which cannot be rectified through the use of the California Historical Building Code and when such architectural feature can be replaced according to the Secretary of Interior's Standards.

(19) California Historic al
Building Code . The California Historic al Building Code ("CHBC") provides alternative building regulations for the rehabilitation, preservation, restoration, or relocation of structures designated as Historic Properties. The CITY's building permit procedure shall be utilized for any Historic Property which is subject to the provisions of this Agreement, except as otherwise provided in this Agreement or the CHBC. Nothing in this Agreement shall be deemed to prevent any fire, building, health, or safety official from enforcing laws, ordinances, rules, regulations, and standards to protect the health, safety, welfare, and property of the OWNER S or occupants of the Historic Property or the public.

Historic Property Preservation Agreement/2566 Homestead Road Typed: 08/14/2023

(20) Conse rvation Easements.
(a) Conservation easements on the facades of the Historical Property may be acquired by the CITY, or on the CITY's behalf, by a nonprofit group designated by the CITY through purchase, donation, or condemnation pursuant to California Civil Code Section 815.

(b) The OWNERS, occupant, or other person in actual charge of the Historical Property shall keep in good repair all of the exterior portions of the Historic Property, and all interior portions thereof whose maintenance is necessary to prevent deterioration and decay of any exterior architectural feature.

(c) It shall be the duty of the Director of Planning and Building Inspection to enforce this section.

(21) Severability. If any section, sentence, clause, or phrase of this Agreement is, for any reason, held to be invalid or unconstitutional by a decision of any court of competent jurisdiction, or by subsequent preemptive legislation, such decision shall not affect the validity and enforceability of the remaining provisions or portions of this Agreement. CITY and OWNERS hereby declare that they would have adopted this Agreement, and each section, sentence, clause, or phrase thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses, or phrases may be declared invalid or unconstitutional.

(22) Integ
rated Agreement - Totality of Agreement. This Agreement embodies the agreement between CITY and OWNER S and its terms and conditions. No othe r understanding, agreements, or conversations, or otherwise, with any officer, agent, or employee of CITY prior to execution of this Agreement shall affect or modify any of the terms or obligations contained in any documents comprising this Agreement. Any such verbal agreement shall be considered as unofficial information and in no way binding upon CITY.

(23) Caption
s. The captions of the various sections, paragraphs and subparagraphs are for convenience only and shall not be considered or referred to in resolving questions of interpretation.

(24) Statutes and L aw Governing Contract. This Agreement shall be gover ned and construed in accordance with the statutes and laws of the State of California.

(25) Amendments.

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

Historic Property Preservation Agreement/2566 Homestead Road Typed: 08/14/2023

IN WITNESS WHEREOF, CITY and OWNERS have executed this Agreement on the day and year first written above.

CITY OF SANTA CLARA, CALIFORNIA,
a chartered California municipal corporation

APPROVED AS TO FORM:

___________________________ ______________________________ GLEN R. GOOGINS JŌVAN D. GROGAN
City Attorney City Manager
City of Santa Clara
1500 Warburton Avenue
Santa Clara, CA 95050
Telephone: (408) 615-2210
Fax: (408)-241-6771

“CITY”

Thulasiram Peddineni and Anusha Naidu Bojja Venkata,
Owners of 2566 Homestead Road

By: _____________________________ By:____________________________ Thulasiram Peddineni Anusha Naidu Bojja Venkata
2566 Homestead Road 2566 Homestead Road
Santa Clara, CA 95051 Santa Clara, CA 95051

“OWNERS”

Exhibits:

A – Property Description
B – Primary Record
C – Standards for Rehabilitation
D – Restoration Schedule

I:\PLANNING\2023\Project Files Active\PLN23-00285 2566 Homestead (Mills Act)\ Mills Act Contract.doc

-
RECORDING REQUESTED BY:

First American Title Company

MAIL TAX STATEMENT
AND WHEN RECORDED MAIL DOCUMENT TO:

Thu lasiram Peddineni and Anusha Naidu Bojja
Venkat a
2566 Homestead Rd
Santa Clara, CA 95051
.. This docum ent was elect ronically submitted
to Santa Clara County for recording '*
25091146
Regina Alcomendras
Santa Clara County - Cler k-Reco rder
09/08/2021 08.28 AM
Titles: 1 Pages : 2
Fees : S18.00
Tax: $2282.50
Total: $2300 .50
___________________ -L,. ____ space Above This line for Recorder's Use Only _____ _ A.P .N.: 294-55-001

GRANT DEED
The Undersigned Grantor(s) Declare(s): DOCUMENTARY TRANSFER TAX $2,282.50; CITT TRANSFER TAX$; 0 SURVEY MONUMENT FEE $
[ x computed on the consideration or full value of property conveyed, OR File No.: 4322·6656365 (MM)
[ ] computed on the consideration or full value less value or liens and/or encumbrances remaining at time of sale, [ J unincorporated area; [ x J City of Santa Clara, and EXEMPT FROM BUILDING HOMES AND JOBS ACTS FEE PER GOVERNMENT CODE 27388.l(a)(2l X
FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknow ledged, DAVID T. SULCER AND TERESA M. SULCER, TRUSTEES OF THE SULCER FAMILY TRUST DATED DECEMBER 13~ 2006 hereby GRANTS to Thulasiram Peddineni and Anusha Naidu Bojja Venkata, husband and wife as community property with right of survivorship
the following described property in the City of Santa Clara, County of Santa Clara, State of California :

ALL OF LOT 1, AS SHOWN ON THAT CERTAIN MAP ENTITLED "TRACT NO. 8038 " WHICH MAP

WAS FILED FOR RECORD IN THE OFFICE OF THE RECORDER OF THE COUNTY OF SANTA CLARA, STATE OF CAUFORNIA, ON OCTOBER 08, 1987 IN BOOK 579 OF MAPS AT PAGE(S) 19 AND 20.

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TRACT 8038

BEING A POR TION OF THE MA RY BENNET TR AC T
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NORT HEAST 1/ 4 OF SECTION 9 , TOWNSHIP 7 SOUTH.

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CIT Y O F SANTA C LAR A

SANTA CL ARA COUNTY
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DOC #25091147 Page 20 of26
Exhibit "A"
Description
A.P.N.: 294-55-001
Real property In the City of Santa Clara, County of Santa Clara, State of California, described as follows:

ALL OF LOT 1, AS SHOWN ON THAT CERTAIN MAP ENTITLED ''TRACT NO. 8038" WHICH MAP WAS

FILED FOR RECORD IN THE OFFICE OF THE RECORDER OF THE COUNTY OF SANTA CLARA, STATE OF CALIFORNIA, ON OCTOBER 08, 1987 IN BOOK 579 OF MAPS AT PAGE(S) 19 AND 20.

State of California - The Resources Agency

DEPARTMENT OF PARKS AND RECREATION
Prima ry# _____________ _
HRI#
PRIMARY RECORD Trinomial --- --- ---------
Other Listings
Review Code
N RH P Status Code
Reviewer Date
Page __ 1_ of 29 *Resource Name or#: (Assigned by recorder) Ca!dwe///Rumbo/z House P1. Other Identifier: None
* P2. Location: □ Not for Publication D Unrestricted *a. County Santa Clara ---- ------------ and (P2c, P2e, and P2b or P2d. Attach a Location Map as necessary .) *b. USGS 7 .5' Quad San Jose West Date 1980 photo revised T 7S ; R 1 W ; unsectioned ; Mt. Diablo B.M. c. Address 2566 Homestead Road City Santa Clara Zip _95_0_5_0 __ _ d. UTM: (Give more than one for large and/or linear resources) Zone ___ mE/ _____ mN e. Other Locational Data: (e.g., parcel#, directions to resource, elevat ion, etc., as appropriate) Assessor's Parcel Number: 294-55-001
South side of Homestead Road between Layton Street and San Tomas Expressway *P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting , and boundaries) 2566 Homestead Road is located in what was originally a rural area with miles of fruit farms, but is today an urban setting of commercial and subdiv ision properties , which were primarily developed in the last half of the twentieth century. As a result, there is no consistent street plan, except for Homestead Road, the original roadway, which today is a major 4-lane thoroughfare bisecting the area from east to west. Due to the various differing types and periods of development, there are no consistent defined blocks, and setbacks and lot sizes vary throughout the area.
(Continued on page 2, form 523L)
*P3b. Resource Attributes: (List attributes and codes) HP2 Single - Family Property *P4.Resources Present: ~ Buil ding □ Structure □ Object □ Site □ District □ Element of District □ Other (Isolates, etc.) ~--------------------------------~ *P5b. Description of Photo: (view, date, P5a. Photograph or Drawing (Photograph required for buildings , structures, and objects .) -: · ·: : · : ·~ ~i~l t~
, I 0 I I ,
,._,,,·. I l _
~> : : •~,. .-~ l ,
:..- - - · - ::,.._ ~ ·- -, • •• # ·.:
accession #) Front far;ade (view toward south)
Photo No: 100_3147, 04/30/2023
*P6 . Date Constructed/ Age and Source:
~ Historic D Prehistoric D Both
Ca. 1914
Assessor 's Records, Census Records , Polk City &
County Directorie s
*P7. Owner and Address:

Thulasiam Peddineni and
Anusha Naidu Bojja Venkata
2566 Homestead Road
Santa Clara, CA 95051
*PS. Recorded by: (Name, affiliation , and
add ress)
Lorie Garcia
Beyond Buildings
P.O. Box 121
Santa Clara, California 95052
*P9. Date Recorded: June 8,2023
* P10. Survey Type: (Describe) Intensive
*P11. Report Citation: (Cite surv ey report
and other sources, or ente r "none .") Historic Resources Inventory Form "2566 Homestead," dated March 1981. *Attachments: □ NONE Location Map Continuation Sheet ~ Building , Structur e, and Object Record _ □ Archaeological Record □ District Record □ Lin ea r Feature Record □ Milling Station Record □ Rock Art Record □ Artifact Record □ Phot og raph Record □ Other (List):

DPR 523A (1 /95) * Required information
State of California - The Resources Agency

DEPARTMENT OF PARKS AND RECREATION

CONTINUATION SHEET
Primary#
HRI#
Trinomial

*Recorded by: _ L_o_rie_G_a_r_c_ia _____ ____ _ *Date 06/08/2023 ~ Continuation ~ Update (Continued from page 1, Form 523A , P3a. Description)
Prior to the construction of a new development in 1987, the subject home was the farmhouse on a multi-acre farm with farm buildings and prchards around it. Today as Lot 1 of Tract 8038, the subject property is sited on a 6408 sq. ft. lot, which is part a new 12 lot Tract each with a single-family house . Originally set back a considerable distance from what was then a 2-lane road, with large Redwood and Eucalyptus trdes sheltering it from the street. Street widening and sidewalk installation by the City have truncated the front yard street-setback , leaving only a suburban-sized front yard and two, large, original redwood trees between the front sidewalk and the street. Situated at the NW comer of the development in which it is located , the house fronts roughly north onto Homestead Road and is set back from the street enough to allow for a modest cultivated lawn on either side of a wide brick-paver walkway , which leads from the Homestead Road sidewalk to the front entry steps. Narrow planting beds with a neatly trimmed hedge are set adjacent to the house between it and each lawn area. This hedge continues around the east side and rear of the house until it ends at the garage . The house is offset from the west side property line, allowing for a tree-filled wide west side yard On the east side, the hedge and a narrow strip of cultivated lawn separate the house from a straight , asphalt , private street, which ends in a cul de sac, named Caldwell Place.

This street, which runs through the center of the Tract, borders the property 's east side property line and provides access to a wide, short concrete driveway leading to an attached garage .

Access to the house from Homestead Road and Caldwell P(ace is secured by wrought iron fence, with square brick columns and a gate across the front walkway . This fence runs from the east front corner of the house, across the front of the property , adjacent to the Homestead Street sidewalk , then connects to a wood fence along the west property line that separates the subject property from that of the adjacent multi-family development. Ornamental shrubbery is located at both the fence 's NE, Homestead and Caldwell, comer and its NW corner with a neatly trimmed hedge that softens the look of the west property line 's wood fence. A high wood fence with a gate that runs between the house and the wood fence along west property line, secures access to the west side yard. Trees and ornamental shrubbery help obscure this fence. There is no rear yard . The majority of the space between the rear of the house and the rear property line is occupied by the driveway and garage.

Attached to the rear of the house at its southwest corner is the side-gable roofed, 2-car, garage (not original) , which is covered with stucco . It was added post-1987 , when the new tract was developed. The placement of the garage is consistent with the ways suggested to integrate a garage into a side-gabled house, which first appeared in a 1940 FHA bulletin.

Supplemental Photograph or Drawing The primary building on the site is a 3 ,179 sq. ft., two story farmhouse constructed circa 1914 and designed in the side-gabled subtype of the Colonial Revival architectural style. As stated by McAlester "this subtype was built throughout the Colonial Revival era, but predominates after about 1915." The plan of this wooden, single-family residen ce is rectangular and while there is no basement , it is set over a high crawl space, which elevates the living ' area approximately 3 feet above the ground . It is distinguished by a steeply pitched side-gabled roof, with boxed eaves and a moderate roof overhang . A large front facing gable roofed dormer projects from the front roof The rear roof is punctuated by a small gable roofed dormer, which has exposed rafters . On all elevations of the main body of the house, as well as that of the front facing gable dormer and the front porch gable, the boxed roof-wall junction is •· decorated with dentil molding. The eaves and rake eaves of the main body of the building along with the front facing gabled dormer's rake eaves are trimmed with narrow verge boards decorated with modi/lions. The use of dentils and modi/lions as decorative features are typical of Colonial Revival houses . Scrolled brackets support the Description of Photo: (view, date, accession #)
East side-elevation. & front facade (view toward SV\.1 0512023, l::::===========::::::::========~~~~ Photo No: 100_3142 . (Continued on page 3, Form 523L)
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gable eaves . A distinctive feature on the front facing dormer is found on the gable face, which has a rounded arch that mimics the arch founp on the entry portico and surrounds a recessed portion of the dormer. Projecting from the dormer, is a low balustrade consisting of a simple wood rail and squared balusters. On the east side elevation , two red-brick fireplace chimneys project through the eaves.

These external firdp!aces are decorative , with one side straight, the other stepped up and an arched recess set into the base. The roof is sheathed with composition shingles.

Narrow horizontal clapboard siding sheathes the body of the house and the dormer faces. On the front faqade and integrated into the overall design rather than built as a separate attachment, a full-width front porch is recessed under the main roof. An offset porch gable with a rounded arch beneath sits to the right of the facade. As may be found on Colonial Revival houses , the roof over the porch has a curved underside as do the openings on either side end of the porch. The front porch roof is supported by three large square columns . one located at the east corner and the other two under the entrance porch gable, at either end of the gable 's curved underside . The placement of the latter two columns , one on either side of the front entry steps, creates the illusion of an entry portico. A simple balustrade , consisting of a plain wood rail and squared wood balusters runs the length of the porch. This balustrade is not original. It has replaced the punched , decorative wood railing that originally was in this location.

The main entrance is on the front (north) faqade and is accessed by 4 (four) wide, brick steps, flanked by brick stoops (not original), which lead to the brick porch. The principal entrance is on the front (south) faqade. Offset on the porch , but placed symmetrically under the porch gable, is the front (main) entry. It consists of a paneled wood door with a decorative glass panel set into the top. Set on either side of the door are decorative glass sidelights with wood panels below. Located on top of the door and the sidelights is a decorative glass paneled fanlight. These have replaced the original front door, which was a wood paneled door with 10 small windows set into the top. Note: while not original to the subject house, sidelights and fanlights were used on Colonial Revival houses. Wide wooden molding with a plain narrow trim surrounds the entire entry.

A secondary entrance , accessed by 4 (four) wood steps with simple wood railings and squared balusters (new) that lead to a narrow landing , provides access from the rear. The secondary entry door appears to be new with 9 (nine) glass panes set into the top half and 2 large vertically orientated wood panels be/on. This door is surrounded by wide wood trim.

Fenestration is complex and a mix of vertically oriented , double-hung windows that are generally rectangular in form, and framed casement windows. Typical of the Colonial Revival architectural style, with the exception of a paired window in the rear faqade, the double hung windows are vertically orientated , rectangular , 1-over-1 windows that stand alone as a single unit. The casement windows are in groups of two or three windows set into horizontally orientated or square openings.

Offset towards the east edge of the front faqade, currently there is 1 tri-partite window, which consists of a large metal-framed fixed center pane with a metal-framed casement window to either side. This unit also appears to be metal framed Originally , there were two large wood-framed , plate glass windows , each topped by a horizontal band of small glass panes , set into the front faqade to the left of the door. A pair of large rectangular sliding g/.sss doors is set into the recessed portion of the gable face of the front-facing dormer .

Fenestration of the east side elevation's upper story, consists of a small vertically orientated casement window abutting the front fir~place chimney , followed by a pair of vertically orientated large casement windows abutting the centered chimney. A large horizontally orientated casement window is between the centered chimney and south corner of this elevation. On the east side elevation 's main story, a tall, vertically orientated , double-hung window, which abuts the front fireplace chimney base 's outer edge, is set between the base and the porch. This is followed by two, tall, vertically orientated , double-hung windows set between the two fireplace chimney bases with a single similar window on the base 's other side. A large 3-sided, angled bay window (not original) projects from the center of the space between the centered chimney base and the east side elevation 's southeast corner, followed by a ribbon of three casement windows set into a squared opening. Fenestration of the west side elevation's upper story consists of a large Palladian window set towards the front, followed by windows set into a squared opening . Fenestration of the main story, also consists of a large Palladian window set towards the front . (Due to the mass of trees and shrubbery that obscure the view, the remainder of the windows on both the upper and main story of this elevation are unknown).

Fenestration of the home's rear facade consists of a bay window, similar to that of the east side elevation , set close to the rear faqade's (Continued on page 4, Form 523L)
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right (driveway) comer , followed by a ribbon of three vertically orientated , large casement windows, which abut the rear entry door. A pair cpf tall, vertically orientated , double-hung windows are set into the space between the rear entry door and the front far;ade if the attached garage . 1 Palladian window is set into the small gable-roofed dormer.

With the exception of the two bay windows , all the home 's windows are trimmed with wide , flat boards and none have projecting sills or aprons.

Under the eaves on the east side elevation , is a square ventilation opening with wood slats and framed with narrow wood trim. It is offset from the gable peak due to the presence of the centered fireplace chimney . On the west side elevation , a large, square ventilation opening with wood slats, is centered under the gable peak. It is trimmed with wide flat boards and has a projecting sill and an apron.

Small openings framed with narrow wood trim are set around the perimeter of the foundation to allow for ventilation under the house.

The residence is in good condition and although the front entry door, porch railing, porch and the home 's original windows have been altered and a garage attached at its rear southwest comer , the main body of the house and its character-defining features appear to be as originally constructed .

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BUILDING, STRUCTURE, AND OBJECT RECORD
*NRHP Status Code NIA
Page_§_of __]JL *Resource Name or # (Assigned by recorder ) Caldwe/1/Rumbolz House

81. Historic Name: None
82 . Common Name: None

83. Original Use: Single family residence 84. Present Use: Single family residence *85. Architectural Style: Colonial Revival (Side-gabled subtype) *86. Construction History: (Construction date , alterations , and date of alterat ions) The residence was constructed circa 1914. Post 1987, an attached garage was added, connected to the SW corner of the rear faqade and the front entry door replaced and sidelights and fanlight added. Porch railing replaced and front porch and steps altered from wood to brick.

Original windows o/tered on all elevation s.
*87.
*88.

Moved? · 1K] No D Yes D Unknown Date: _____ Original Location:

Related Features: Two historic redwood trees in front of property.

Architect : Not known b. Builder: Not known 89a .
*810. Significance: Theme Architecture and Shelter Area Santa Clara = Bennett Tract1 Period of Significance 1914-1987 Property Type Residential Applicable Criteria none (Discuss importance in terms of historical or architectural context as defined by theme , period , and geographic scope. Also address integrity .) The subject residence at 2566 Homestead Road, is a circa 1914 farmhouse that was constructed on a parcel of land, which was a portion of a large tract of land, which had a history of ownership dating back to an 1840s land grant and which would be rural farm land outside of the Santa Clara City limits until the 1960s.

Originally within the boundaries of the land belonging to Mission Santa Clara de Asfs, the area described as the Bennett Tract was one of two Tracts, Tract 2, a ''Town" grant and Tract 1, a Farm grant. Both were granted by the last Mexican Governor , Pio Pico, to Mary Bennet on November 28, 1846. The diseno (map) of the Farm tract, the area in which the subject house at 2655 Homestead Road is located, showed it to be a rectangular piece of land of 1000 varas by 2000 varas, which is approximately 355 acres. (Note: a vara is a unit of measurement of about 1 yard.)
Born in Virginia, in 1843, Mary Bennett had been part of the first emigrant party to leave the ea stem states and travel to Oregon by means of an overland trail. The following year, she and her family were part of the group who then left Oregon and traveled to California , where they arrived in San Francisco in the late spring of 1844. By the end of the year, Mary Bennett had moved on to Santa Clara where she took up residence close to the Mission church and the following year applied to the Mexican authorities for a grant of land.

By 1846, Mary and her sons, Dennis and Jackson , had enclosed a portion of the land within what would be the Farm tract with a brush fence . Here they started cultivating wheat. Along with growing wheat, Mary Bennett had a garden patch where she grew com, watermelons and vegetables . On this tract she also had a corral with 5 horses and 8 milk cows. She had intended to have a house constructed along with (Continued on page 6, Form 523L)
811 . Additional Resource Attributes: (List attributes and codes) HP2- Single Family Property ..-----( S_k_e_t-ch_M_a_p_w-ith_n_o_rt_h_a_r-ro-w-re_q_u_i r_e_d __ )----, *812 . References: Garcia, Lorie, "Our Special Place ," 1994; Garcia, Lorie, "Santa Clara: From Mission to Municipality ," 1997; Garcia Lorie, Geoff Goodfellow and George Giacomini , "A Place of Promise : The City of Santa Clara 1852-2002 ," 2002; Langum, Sr., David J. , "Quite Contrary ," 2014, McAlester , Virginia Savage, "A Field Guide to American Houses," Revised ed., 2013; Polk and Husted City Directories , 1914-1974; Poll Lists of the Santa Clara County Election Districts, Santa Clara Precinct , 1868; San Jose Mercury News, "Harr; Rumbolz , Teacher, Gardener­ long Time Santa Clara English Instructor Also Ran Homestead Nursery 1945 to 1956," April 27, 2004; San Jose Mercury News, Marion Rumbolz death notice, March 11 , 2005; Santa Clara High School Yearbook , 1945, 1955 &1959;Thompson & West, Historical Atlas of Santa Clara County, 1876; United States Census, 1870, 1880, 1900, 1910, 1920, 1930, 1940; WWI Registration Card No.6481, Order No. 3375, September 12, 1918; WWII Registration Card No.175, Order No. 448 , 1941 813. Remarks :
*814 . Evaluator: Lorie Garcia
*Date of Evaluation : June 8, 2023
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*Recorded by: _L_o_rie_ G_a_rc_i_a _ ________ _ *Date 06/08/2023 ~ Continuation Update (Continued from page 5, Form 523B)
a wooden post and rail fence but due to the American invasion in July 1846, these never got erected and she continued living in a hou~e close to the mission on her "Town" grant.

In the Fall of that ) ear, the first large overland group of American emigrants to reach California arrived and almost 200 of them came to Mission Santa Clara. They were soon followed by an increasing number of emigrants , most of whom simply squatted on the land, especially after the end of the war between Mexico when the Treaty of Guadalupe Hidalgo in January 1848, ceded California to the United States. A large majority of these new American settlers were farmers and when they arrived, they found that the soil of the Santa Clara Valley would not only sustain grain farming but that the soil's easy cultivation and high fertility made grain production relatively simple. And, most importantly , they found that it required little capital investment . Following the Gold Rush, the immediate need for flour to feed the miners resulted in wheat becoming the dominant crop. By 1854, 30 percent of California 's wheat crop was being produced in Santa Clara County. Within a decade, the multi-acre parcels surrounding the small town of Santa Clara had become an almost an unbroken wheat field.

When California became an American State, Mary Bennett faced the same problem as did all of the holders of Spanish and Mexican Land Grants; proving in the American courts that her land bel,onged to her. Her Farm tract (the Bennett Tract1) was approved by the Board of Land Commissioners in 1855 and confirmed by the U. S. District Court in 1857. However , this tract of land now had to be officially surveyed and for various reasons the survey was delayed. Finally, on December 7, 1864, while the survey of her "Town" tract would be denied, the survey of her Farm tract would be approved.

The final step was now getting confirmation of ownership of her Tract 1 grant and receiving the patent for it. While this process was before the Land Commission , Mary Bennett faced the increasing problem of several squatters occupying her Farm tract land. Attempts to get squatters removed involved the courts. It cost a lot in legal fees and could also take years, ending in both positive and negative results. For example, as early as 1850, Hiram Shartzer seized 65 acres of her Farm tract land, built a house, planted an orchard, farmed the rest and in 1861, took an additional 35 acres. On December 15, 1865, after her title to the land had been confirmed, Mary sued him to get her land back. Shartzer appealed but the California Supreme Court ruled in her favor. In January 1855, B. F. Watkins had squatted on a 12 ½ acre portion and when, in February 1869, Mary Bennett sued to get him ejected, she won a judgement at trial but lost on his appeal to the California Supreme Court, which ruled that he was a joint tenant with Mary Bennett.

While waiting for the Court's decision on her ownership of her land and due to the increasing population of Santa Clara, Mary Bennett had rented several parcels of her Farm tract land to 4 or 5 tenants . Records show that in 1866, $1095 was made from renting out portions of the Bennett farm land and $1271 in 1869, then $1958 in 1870.

Although Mary Bennett saw the confirmation of the official survey of her Tract 1 grant, she passed away on December 19, 1868, before the patent for her Farm tract (the Bennett Tract 1) was issued. The January 9, 1869 Probate records show she had left all of her property to her two living sons, Winston and Menzel, and her four married daughters , Samantha , Mary, Julia and Catherine . At the time of her death, her property in her estate included the block she owned in the town of Santa Clara and the original 355-acre Bennett Tract

1. Two specific bequests were made of land from the latter tract, 50 acres to Winston and 30 acres to Samantha . The remaining 275 acres were included in the portion of the estate left to her all of children . On July 19, 1871, the patent for the Bennett Track 1 was fin.filly issued. With the tract now recognized as legally hers, it was officially part of her property and Probate of her estate could be completed . Following Probate, Mary Benneff!s children sold the Bennett Tract 1 to Isaac N. Thompson, who owned the acreage bordering most of the northern property line.

Born in Indiana in July 1823, Isaac Newton Thompson came to California in 1849. By 1850 he was in the business of operating an "Eating Place" in Sacramento in partnership with the Rush family and by the middle of the year the U. S. Census shows that his personal estate was worth $6,000. According to the Business Directories of the cities and towns, which accompanied the 1876 Historical Atlas of Santa Clara County, by the end of 1850 Isaac Newton Thompson had arrived in Santa Clara. When the Town of Santa Clara was incorporated in 1852, he already had begun the acquisition of large parcels of land adjacent to the town. These included his investment in Quito Rancho land and land he owned in the neighboring community of Meridian , which had both Campbell's and San Tomas Creeks flowing through it. The southern border of the acreage he owned in Meridian abutted 2/3 of the northern border of Mary Bennett 's Tract 1. Like most of the other farmers, I. N. Thompson planted wheat on his newly acquired land.

Continued on page 7, Form 523L)
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In 1860, the U. S. Census shows that Isaac N. Thompson had by now married Anna and they had 2 daughters , Martha age 3 and 1- year-pld , Charity. His personal Estate was $1,500 and his occupation was given as being a farmer. The 1860 Census Selected Federal Non-population Schedule 4. (Productions of Agriculture in Santa Clara Township) records that by 1860 Isaac N. Thompson owned 320 acres of land, con isting of 120 acres, which were "improved " and 200 that were "unimproved ," and he had harvested 1200 bushels of wheat and 75 bushels of com on his Meridian land. It also showed that the cash value of his farm was $10,000 and his farming implements were worth $700. 00. The livestock on his farm consisted of 45 horses, 1 mule, 8 milk cows, 13 other cattle and 29 pigs and was valued at $2,500.

Isaac N. Thompson and his family lived in a house on his Meridian land, sited between Campbell's Creek and the northern border of the Bennett Tract 1. On October 1868, his residence was listed in the Poll List of the Santa Clara Precinct for the General Election of November 1868, as being, "2 miles west of town. " Note: I. N. Thompson 's house was located just about where the Santa Clara International Swim Center is located today.) Along with his farm acreage, which by 1862 included a large parcel on what is today Scott Boulevard near the Railroad tracks, by now, he also owned small parcels within the Town limits.

The List of property owners that accompanied The first official ,Town Survey, which was made in July 1866 by J.J. Bowen, and recorded on August 22 of that same year, shows him as the owner of the 11,547 sq. ft. Lot 1 and the 25,291 sq. ft. Lot 3, of Block 5 North, Range 1 West. However, the 1866 survey did not record the land known as the Bennett Tract 1.

When the Town of Santa Clara was incorporated in 1852, the new town had claimed the land, which had been occupied for the previous five years , for town purposes and the survey and the map that accompanied it, showed the Town's designated Town Lots and Sub-Lots and listed the name of each property owner and the improvements made to the property. The town lots were numbered parcels of land contained in the square blocks, with the size of each parcel given in square feet. The Sub-lots , which surrounded the Town of Santa Clara's nucleus of Town Lots were numbered 1-55 and the size of each Sub-Lot was specified as the number of acres contained within its boundaries. While the Sub-Lots were considered to be part of the township of Santa Clara, only the Town Lots were included within the official Town limits.

Although it was property which for years had been owned and "improved " by someone who resided within the town, since 1850, when California gained Statehood and Santa Clara County became one of the first counties within it, the Bennett Tract had officially been land under the jurisdiction of Santa Clara County and not the Town of Santa Clara, thus excluding it from the official survey.

With his occupation not only described as a "Farmer" but also as a "Capitalist," the 1870 Census, shows that by now Isaac N.

Thompson had become a wealthy man. In this Census, the value of his Real Estate is listed as $29,000, that of his Personal Estate as $30,410, and the 1870 Census Selected Federal Non-population Schedule 3. (Productions of Agriculture in Santa Clara Township) shows the value of his farm acreage to be $24,000 and that of his farming implements and livestock to total $16,000. I. N. Thompson continued to be a grain farmer and wheat continued to be the main agricultural product he grew on his land. The 1870 report shows a harvest of 25, 100 bushels of wheat, followed~by a total of 4850 bushels of barley. Following his purchase of the Bennett Tract 1 the following year, I. N. Thompson continued growing grain on his newly acquired acreage. However , that would change as the decade went on as more and more orchards started being planted on the previous grain fields.

Along with wheat production, by the early 1850s some farmers had begun planting small orchards and vineyards , a few experimenting with these on their grain farms. In 1855, B. S. Fox, a professional botanist who had accompanied Commodore Stockton 's shipment of trees three years earlier, established his own extremely successful pear orchard in Santa Clara. From this start, fruit orchards and vineyards had been developed at an increasingly rapid rate, both in the form of large enterprises on the land abutting the site of the developing town of Santa Clara, and in the town proper. When the Town's first official survey was made in July 1866, almost every developed town lot was shown to have an orchard and vineyard listed as improvements. Soon after the completion of the transcontinental railroad in 1869, a carload of pears from Levi Gould's pear orchard was shipped from the Santa Clara Railroad depot in October of that year, becoming the first shipment of fresh fruit sent from California to the eastern states.

In August, 1873, the Santa Clara Homestead Association had a survey made of the land they owned, which parceled it into a total of 70 Lots, divided into six blocks . This large tract of land lay west of the Town of Santa Clara and encompassed the land north and south of Continued on page 8, Form 523L)
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today's Homestead Road (named Sutherland Road on the survey) that ran from the eastern side of Campbell 's Creek, (near today's Kiely1 Boulevard) with the tracts western boundary line located where today Pomeroy Street crosses Homestead Road. The NE comer of this land connepted to the NW comer of Thompson's Bennett Tract 1 property at Campbell's Creek and as the Santa Clara Homestead Association land was developed , it was not as individual lots, as occurred within the Town limits, but instead as expansive farm tracts, most planted to fruit.

By the late 1870s, the poor yields of wheat, in the Santa Clara Valley area had resulted in farmers turning to a more diversified approach and they planted more vineyards and orchards. Isaac N. Thompson was one of those farmers. By 1880, now the owner of 700 acres of land valued at $40,000, while he was still growing grain on 500 of those acres, he had also begun the development of a fruit orchard on his Bennett Tract 1 land. The November 1879 "Schedule 2. Productions of Agriculture in Santa Clara" (taken for the 188 Census) shows that while he had harvested 850 bushels of barley on 70 of these acres, 11,715 fruit bearing trees had been planted on 96 acres from which he had harvested 16, 150 bushels of fruit (including 200 bushels of apples).

As the production of various types of fruits proved successful and more and more orchards were planted , by the late 1880s orchard products would lead all other forms of agricultural production , By 1890, orchards would spread to the edges of the valley floor and dominate Santa Clara County agriculture . This included all of the land stretching from Gould Street (today's Scott Boulevard) south from today 's El Camino Real and west to Lawrence Station Road (today's Lawrence Expressway) . By the turn of the Twentieth Century, hundreds of acres of orchards surrounded the Town of Santa Clara and agriculture and the related agricultural industries provided the main economic influence behind its booming economy.

Seventy-six-year-old , Isaac Newton Thompson was now retired, although he still listed his profession as a farmer, and he, his 2nd wife, Emily, and their 26-year-old son, John, were now living in town. They resided in a house at 1085 Clay Street on the Jot he owned at the NE corner of Clay and Main Streets. Among the property he still owned was his Bennett Tract 1 land, which he now rented out to others who farmed the land. Following Isaac N. Thompson 's death at age 90, on August 5, 1913, 145 acres of the Bennett Tract 1 property was sold to William E. Caldwell.

In the 1890s, William T. Caldwell, his wife, Matilda, and their 4 children, William Edwin, Martha, Robert and Elmer, had come from Missouri to California. Here they settled in the Central Valley town of Tulare, an agricultural community , which would become known for citrus farming. William T. Caldwell was a farmer and here he established a farm. On April 15, 1911, 59-year-old , William passed away.

Following his father's death, his son, 28-year-old William E., left Tulare and moved to Santa Clara, where he purchased the portion of the Bennett Tract 1, which would become known as the Caldwell farm. Here, the subject farmhouse was constructed and, as shown in the City Directories , William Caldwell was Jiving in it by the end of 1914.

Located in the Jefferson District of Santa Clara, which was Santa Clara County land, the farmhouse was placed close to a rural road that ran east to a connection with Lexington Street in the Town of Santa Clara and west to Lawrence Station Road, through miles of orchards broken only an occasional farmstead- that appeared along the route. Similar to the other farmsteads , this site also had a large barn, a tank house and the other structures necessary for a working farm.

It has been said that William E. Caldwell is the one who planted the prune orchard on it but that is unverified . William was unmarried and shortly after William was living in Santa Cliira , his mother, Mathilda, joined him to take care of the house. His brother, Robert, who was married at the time of their father's death, stayed in Tulare and continued farming there as did Elmer. Following WWI, Robert Caldwell left Tulare and moved with his 1st wife, Leah, and their 2 young daughters to Santa Clara. They lived with William and Matilda for a period of time and then Robert Caldwell purchased his own farm on San Tomas Road and Payne Avenue. William and Robert's younger rather, Elmer, had by now moved to Stockton, where he was working as an accountant for a Land Company .

On December 18, 1931, William Caldwell 's mother, Mathilda, passed away. Eighteen months later, on May 1933, 50-year-old William married 49-year-o/d Eliza Ann C/ewitt. Around this time, Elmer Caldwell and his wife, Edythe, moved from Stockton to Santa Clara.

William split a parcel off of his land and gave it to Elmer, who then began farming the prune orchards on it. By the mid-1930s , all three of the Caldwell brothers were here and farming in close proximity to each other. On May 18, 1941, William E. Caldwell passed away.

For the following 5 years, Eliza continued living at the farmstead , and then sold it to Harry H. Rumbolz and his wife, Marion.

Continued on page 9, Form 523L)
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Trinomial

*Recorded by: _L_o_ri_e_G_a_r_c_ia _________ _ *Date 06/08/2023 ~ Continuation ~ Update (Continued from page 8, Form 523L)
Born in Balfour, North Dakota on December 31, 1905, Harry Herman Rumbolz was the 2nd son of Herman and Louisa Rumbolz . When he w;as two-years-old the Rumbolz family came to Chico, California, where his father became employed working in a nursery. Raised in Chico, Harry H. f umbolz went on to earn his teaching credential at Chico State Normal School and then went to Stanford University where he would receive his master's degree in education. In 1929, Harry Rumbolz met Marion Hart, when they were two beginning teachers at Union School in Orcutt, a tiny town near Santa Maria. Two years later they slipped away and were married.

Born October 24, 1908, at Hagaman, New York, the 4th and youngest child of Frank and Minnie Hart, Marion Hart, arrived in Santa Clara as a young child. Growing up in Santa Clara, she attended Fremont Grammar School and Santa Clara High School and in 1929, she graduated from San Jose State Teacher's College Following their marriage in 1931, Harry and Marion briefly moved in with her parents at 924 Lincoln Street and in 1932, Marion (Hart) Rumbolz started teaching mathematics at Santa Clara Intermediate School, while Harry completed getting his master's degree at Stanford. When Harry gained employment in 1934 as a teacher in Sanger, California , the couple moved there. They are recorded in the Census as living in Sanger in 1935 but by 1936 Harry and Marion Rumbolz had returned to Santa Clara. Here, they purchased a house at 1455 Franklin Street. in 1938, Harry H. Rumbolz was hired by then-Superintendent Emil Buchser to teach at Santa Clara Union High School and the following year their only child, a son they named Hart, was born. In 1947, Harry Rumbolz purchased the subject farm on Homestead Road from Eliza Caldwell. The property consisted of three acres, on which the house was built, and 12 additional acres with a prune orchard. Harry and Marion sold their home at 1455 Franklin Street and moved with their 8-year-old son to the subject home on Homestead Road. As it was in a rural county area, there were no house numbers and its street address was considered to be RD 1 Box 446.

However, at the time Harry H. Rumbolz purchased the subject property , the area was changing . The 1940s saw a major transformation to Santa Clara in both the growth of industry and population, especially in the period immediately following WWII. In 1940, the population of Santa Clara was 6650. By 1948, the population had risen to 9839, an increase of 3189 people in just seven years. No longer could the construction of individual homes or the traditional small subdivisions meet the housing need. As a result, in January 1947, building officials reported that "building volume in Santa Clara during 1946 climbed to an unprecedented high" with six subdivisions under construction. Two years later, the official population was 14,178 an Increase of 22 percent over 1950. There were with now 4116 occupied dwellings in the city, with the great majority of the new ones located in the new subdivisions , which were being constructed on what had been orchard land. The City Limits were rapidly expanding west, incorporating areas, which had previously belonged to Santa Clara County and during the 1950s would reach as far as the east side of San Tomas Road.

While still in the County, on the 1950 Census the property on which 2566 Homestead is located was no longer considered a farm but was recorded as a "house on a place of 3 or more acres" of land. Besides being a teacher , Harry was a skilled gardener , and after purchasing the property he opened a nursery on the part of his land that ran east from the farmstead to San Tomas Road. He called it the Homestead Nursery. On the 1950 Census, a special annotation is added in the section describing the subject r1;Jsidence, which notes that a nursery is located "left on Homestead."
While still teaching at Santa Clara High School, Harry Rumbolz would own and operate his nursery until 1963. In 2004 an article about Harry H. Rumbolz in the San Jose Mercury titled, "HARRY RUMBOLD, TEACHER, GARDENER - LONGTIME SANTA CLARA ENGLISH INSTRUCTOR ALSO RAN HOMESTEAD NURS ERY," specifically stated that while he was fondly remembered by the scores of people he had taught over the years , "Many more Santa Clarans knew him as the skilled gardener who owned and operated Homestead Nursery on Homestead Road. "
Except for the two years he taught in Sanger (in Fresno County), both Harry H. and Marion Rumbolz were teachers in Santa Clara for their entire professional lives. Harry Rumbolz was a dedicated English teacher at Santa Clara High School from 1938 until his retirement in 1962. Marion Rumbolz was an elementary school music teacher. She started teaching classroom music at Washington and Fremont schools in 1943 and also taught the boys and girls choir. Then in 1952, when Scott Lane Elementary school was founded, Marion Rumbolz was hired as the new school's first principal, a job she would have until her retirement in 1964.

The 1960s saw several changes which affected the subject property. By 1961, this area was no longer County land but had been Continued on page 10, Form 523L)
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annexed by the City of Santa Clara and now Harry and Marion 's house had a Santa Clara address, 2566 Homestead Road. Also, Urb9n Redevelopment altered Homestead Road. While originally the City's Lexington Street had been the connection to Homestead Road, now Liberty Street was re-named Homestead Road and it was reconfigured at Lincoln Street to connect to the original Homestead Road. 1
In 1964, both now retired , Harry H. and Marion Rumbolz left Santa Clara and moved to Los Gatos where they would live for the next 27 years and then would move to a retirement home in Cupertino. After his father and mother moved to Los Gatos, their, son, Hart Rumbolz and his wife Jean continued living in the home at 2566 Homestead Road. In 1987, the property was sold to Landmark­ W. I. S.E. Development of Saratoga and Hart Rumbolz moved to Redding, California , where his father's death in April 2004, he was joined by his mother , Marion, who passed away in March 2005.

In July 1987, following their purchase of the property , Landmark-WI.SE Development paid to move the farm 's tank house from Homestead Road to the Harris-Lass property, after the Santa Clara City Council required the firm to save the historic structure as a condition of approval for the development of the land. A planned development was constructed on the land surrounding the original house and although it was slightly altered with the addition of attached garage in the rear, the house at 2566 Homestead Road was saved. The house was purchased by David and Theresa Sulcer and in September 2021, they sold it to the current owners , Thulasiram Peddinent and Anusha Naidu Bojja Venkata.

During the last decades that members of the Rumbolz family resided here, the rural area in which the subject property is located underwent urbanization . The farms totally disappeared and residential and commercial development completely filled the land. The final change to the property , which h:Jd once been part of the large fruit farm owned by William E. Caldwell and then the farm and nursery owned by Harry H. Rumbolz, had occurred when the City of Santa Clara widened this section of Homestead Road and installed a sidewalk , removing all but two of the historic trees in front of the house.

Today, only two farmhouses remain from the several that once occupied the region, the Fassett-Sherman/Azzarella Residence at 3023 Homestead Road and the subject home, the Caldwell/Rumbolz House at 2566 Homestead Road . Although now surrounded on three sides by single and multi-family homes , this farmhouse still exists on its original footprint , facing Homestead Road with two of the original Redwood trees separating it from the road. Note: today, the farm's tank house serves as the gift shop at the Harris-Lass Historic Preserve.

Historic Evaluation
In order to be considered historically or culturally significant, a property must satisfy certain requirements . It must be 50 years old or older (except in cases of exceptional significaflce); it must retain historic integrity ; it must meet one or more of the National Register of Historic Places criteria for significance , and/or the California Register of Historic Resources criteria for significance , and/or the criteria for listing in a local historic resource inventory.

Age Requirement.

Constructed ca. 1914, the subject residence at 2566 Homestead Road is over 50 years old and thus meets the age requirement.

Integrity Requirement.

Integrity refers to a property's ability to convey its significance . Significance is conveyed by the retention of a resource's visual and physical characteristics and its surroundings. The National Register of Historic Places criteria recognize seven aspects to integrity.

These are location , design , setting, materials, workmanship, feeling and association . To retain historic integrity , a property will always Continued on page 11 , Form 523L)
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possess several and usually most of these aspects. Both the California Register of Historic Resources and the City of Santa Clara Criteria for Local Significance follow the National Register integrity criteria .

The property at 1566 Homestead Road has been well maintained and the architectural integrity of the structure has not been diminished. There has been only minor alteration to the home's exterior since it was built, by the construction of an attached garage and alteration of the front entry door, porch railing, porch and entry step materials and original windows (the latter alterations are reversible) and the visual and character defining features of the historic building have been preserved and retained. The residence retains its original configuration and location. The historical use of the building has not changed and it remains a single-family home, preserving the majority of the qualities that reflect the period in which it was constructed.

The subject property retains enough of its historic character and appearance to be recognizable as a historic property and to convey the reason for its significance (integrity).

National Register of Historic Places Criteria .

There are not any events associated with the residence at 2566 Homestead Road which have made a significant contribution to the broad patterns of history or cultural heritage. It would therefore appear that the building would not be eligible for the National Register of Historic Places based on Criterion A (associated with events that have made a significant contribution to the broad patterns of our history). The building has had several sets of owners over the 110 years of its existence and none appear to reach the level of significant influence required under Criterion B to be considered eligible for the National Register. Neither do any of the other occupants appear to be significant to the history of the region, Nation or State of California. It would therefore appear that the building at 2566 Homestead Road would not be eligible for the National Register based on Criterion B (associated with the lives of persons significant in our past). While the residence is a nice example of the Colonial Revival architectural style that was constructed in ca. 1914, and under National Register Criterion C the residence at 2566 Homestead Road does "embody the distinctive characteristics of a type, period, or method of construction" and "represent[s] a significant and distinguishable entity whose components may lack individual distinction," it does not appear to reach the level necessary to be eligible for the National Register of Historic Places under Criterion C.

California Register of Historic Resources Criteria
The Criteria for listing in the California Register of Historical Places are consistent with those for listing in the National Register.

However, they have been modified to better reflect the history of California at both a local and State level. Criterion 1 is the California Register equivalent of the National Register Criterion A (events). Agriculture played a dominant role in Santa Clara's economic development, becoming its primary industry during the last quarter of the 19th Century until the 1940s, as the large multi-acre parcels surrounding the town, mainly those lying to the west of the town limits, became covered with orchards. In 1914, the residence at 2566 Homestead Road was constructed as a farmhouse on a large multi-acre prune orchard, which was developed in this area. It is associated with the development of Santa Clara's agricultural industry, which made a significant contribution to Santa Clara history, and is one of the only two farmhouse that remain tq,day. Based on its connection to the development of Santa Clara's agricultural industry, the property at 2566 Homestead Road appears to be eligible at a local level for the California Register based on Criterion 1. California Register Criterion 2, is the equivalent of National Register Criterion B (persons) and it is associated with the lives of the Rumbolz family, who as renown educators, are persons important to local history. Thus, it does appear to be eligible for the California Register under Criterion 2 at a local level . Criterion 3 addresses the distinctive characteristics of a type, period, region, or method of construction.

Considered "the dominant style for domestic building throughout the country during the first half of the twentieth century" about 40% of the homes built from 1910-1930 were constructed in the Colonial Revival style. Constructed ca. 1914, the subject building is a nice example of an early 20th Century Colonial Revival farmhouse. With a steeply pitched side-gabled roof that has boxed eaves and a moderate roof overhang, a boxed roof-wall junction decorated with dentil molding, verge boards decorated with modi/lions, the use of rounded arches on the main body of the house, a porch roof with a curved underside and the use of columns to support the roof, the residence does embody the distinctive characteristics of a type and period of construction . Even though post 1987 an attached garage Continued on page 12, Form 523L)
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was added, the original front entry door, porch , porch railing, entry steps and windows altered, the latter alterations are reversible and it retains its original configuration and location . Thus, it does appear to be eligible for the California Register under Criterion 3 at a local level,
In 2004 , The City of Santa Clara adopted Criteria for Local Significance . Under these criteria, "any building , site, or property in the city that is 50 years old or older and meets certain criteria of architectural , cultural , historical , geographical or archaeological significance is potentially eligible ," to be a "Qualified Historic Resource." Criterion A: Historical or Cultural Significance
No.1 The site, building or property has character , interest , integrity and reflects the heritage and cultural development of the city, region , state, or nation.

Constructed as a farmhouse in the early 20th Century, it is ,reflective of that era and the type of construction favored by the local orchardistlfarmers. Associated with the development of Santa Clara's agricultural industry , it reflects Santa Clara 's architectural heritage and is one of the only two farm houses remaining from the time when this area of Santa Clara was occupied by large fruit farms.

No. 3 The property is associated with an important individual or group, who contributed in a significant way to the political, social , and/or cultural life of the community .

The property is associated with Harry H. Rumbolz , an esteemed resident of Santa Clara, who was for decades was a dedicated English teacher at Santa Clara High School . He also was well known as a "skilled gardener who owned and operated Homestead Nursery on Homestead Road," and thus played a significant role in the middle of the 20th Century, in the agricultural development of the area. It is also associated with his wife, Marion Rumbolz , who was an elementary school music teacher in Santa Clara schools , She started her teaching career here and went on to become a renowned educator in Santa Clara. In 1952, when Scott Lane Elementary school was founded , Marion Rumbolz was hired as the new school 's first principal , a job she would have until her retirement in 1964.

No .5. A building 's direct association with broad patterns of local area history , including development and settlement patterns , early or important transportation routes or social , political, or economic trends and activities. Included is the recognition of urban street pattern and infrastructure .

This residence was constructed ca. 1914, as the residence for a local farmer and his family, Originally surrounded by prune orchards, this building is a large farmhouse that was built on property , which was one of the large fruit farms that developed in the Homestead Road area, outside of the town limits . These-farms contributed to the town's early economic success in agricultural-related industries .

Also, from its connection with the Town of Santa Clara 's Lexington Street to Lawrence Station Road, the portion of Homestead Road on which the subject building was constructed , was the original roadway through the area and one of the area 's earliest county roads.

Located outside of the City Limits, it would not be until In 1961, when the City of Santa Clara expanded its city limits to include this area that the residence 's along Homestead Road th this area would get an official Santa Clara address and the subject building would become known as 2566 Homestead Road. This residence is a perfect example of both Santa Clara 's development pattern and its early transport ation pattern in this area over the years .

The subject property does meet Criteria 1, 3 and 5 for Historically or Cultural Significance of the City of Santa Clara Criteria for Local Significance . However , it does not meet Criteria 2 or 4 for Historically or Cultural Significance .

Criterion B: Architectural significance
No.1. The property characterizes an architectural style associated with a particular era and/or ethnic group .

Continued on page 13, Form 523L)
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Update
Considered "the dominant style for domestic building throughout the country during the first half of the twentieth century" about 40% of the ~omes built from 1910-1930 were constructed in the Colonial Revival architectural style. This farmhouse was constructed ca. 1914, in a local interpretcjfion of the Colonial Revival architectural style. With a steeply pitched side-gabled roof that has boxed eaves and a moderate roof overhang , a boxed roof-wall junction decorated with dentil molding, verge boards decorated with modi/lions, the use of rounded arches on the main body of the house, a porch roof with a curved underside and the use of columns to support the roof, the residence is a nice example of this architectural style.

The subject property does meet Criterion 1 for Architectural Significance of the City of Santa Clara Criteria for Local Significance .

However , it does not meet Criteria for Architectural Significance 2, 3, 4, 5, 6 or 7.

Criterion C: Geographic significance
No.1. A neighborhood, group or unique area directly associated with broad patterns of local area history .

From 1846 when, designated as the Bennett Tract 1, it became one the earliest Mexican Land Grants given of Mission Santa Clara land to an American , and later, following California 's admission to the Union when now located outside of the Town limits on County land, the area in which the property at 2566 Homestead Road is located has been directly associated with the broad patterns Santa Clara's agricultural history. Originally planted with wheat, this area became part of the region's extensive wheat growing history and later this area became the heart of the fruit farms that were planted west of the Town of Santa Clara. It remained rural, orchard land until the last half of the 20th Century when the farms totally disappeared and residential and commercial development completely filled the area. Today, only two farmhouses remain from the several that once occupied the immediate region remain and the subject property at 2566 Homestead Road, located on portion of the original Bennett Tract 1 land grant, is the only farmhouse remaining from those that once occupied that tract and as such, represents and is directly associated with the broad patterns of local area history.

The subject property does meet Criterion 1 for Geographic Significance, of the City of Santa Clara Criteria for Local Significance .

However , it does not meet Criteria for Geographic Significance 2, 3 or 4 .

Criteria for Archaeological Significance:

As the property at 2566 Homestead Road contains no known or unknown prehistoric or historic archaeological resources , it would not be Archaeologically Significant under any of the five of the City of Santa Clara's Criteria for Archaeological Resources. However , should any prehistoric or historic archaeological resources be uncovered in the future, this would be subject to change.

Conclusions and Recommendations
Currently, this property is on The City of Santa 'Clara Architecturally or Historically Significant Properties list. In this update of the March 1981, Historic Resources Inventory for the City of Santa Clara, the evaluator finds 2566 Homestead Road to be a good example of the Colonial Revival architectural style, and to retain sufficient integrity to qualify as a historic property. It appears to be, based on compliance with the Local Significance Criteria, eligible for continued listing on the City of Santa Clara Architecturally or Historically Significant Properties List.

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HISTORIC MAPS
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1862
Topographical map of land granted to Mary S. Bennett, near the mission of Santa Clara: [Calif.] Surveyed by Jas. T. Stratton Oriented with North toward upper right corner and the Mission and Town of Santa Clara at the right of the map , this survey shows Mary Bennett's Tract 1 as it was finally confirmed on December 7, 1864. (U.S. District Court. California , Northern District. Land case 361.) Note: The road on the map named San Francisco Road is today 's El Camino Real. f indicates the Bennett Tract 1.

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HISTORIC MAPS continued
1862 San Francisco and San Jose Railroad Survey
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Outlined in red is the Bennett Tract 1, showing its relationship to the neighboring properties and their owners. 0 Marks the location of some of the already developed orchards located in the surrounding area in 1862.

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Page~ of 29 *Resource Name or# (Assigned by recorder) Caldwe/1-Rumbolz House *Recorded by: _Lo_r_ie_G_a_r_ci_a _____ _____ _ *Date 06/08/2023 ~ Continuation ~ Update HISTORIC MAPS continued
1876 Thompson and West Historical Atlas of Santa Clara County This map illustrates the relationship of The Bennett Tract, on which the subject property is located, to the Town of Santa Clara and shows that at that time, the entire 355.05-acre Tract was owned by I.N. Thompson. Shown flowing from the top to the bottom, San Tomas Creek bisects the middle of the Bennet Tract. Note: The Bennett Tract was outside of the Town limits when this map was made and there was no road running through it. f Indicates Campbell Creek (today called Saratoga Creek). e Marks the location of the 8. F. Watkins 12-acre portion of Bennett Tract in 1876. 0 Marks the location of a section of Hiram Shartzer's orchard located in the Bennett Tract in 1876. e Marks the area of the Bennett Tract, in which 2566 Homestead Road is located today.

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HISTORIC MAPS continued
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Thomas Bros. Map circa 1930s
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This map illustrates the connection of Homestead Road to Lexington Street in Santa Clara. Note: Gould Street is today 's Scott Boulevard, the San Francisco & San Jose Road is the El Camino Real and Lawrence Station Road is now Lawrence Expressway.

Shown flowing from the top to the bottom , San Tomas Creek bisects the map. As shown by the dotted-dashed line at this time , the City Limits ended on the east side of San Tomas.
f-. Indicates The Santa Clara City Limits.
0 Indicates the area in which 2566 Homestead Road is located.

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Aerial Map circa 1940s
c::::=> Indicates CALDWELL/RUMBOLZ Farmstead
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Page ___!2_ of 2 9 * Resource Name or# (Assigned by recorder) Caldwe/1-Rumbolz House *Recorded by: Lorie Garcia *Date 06/08/2023 ~ Continuation ~ Update - ------ -------- PO•
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HISTORIC MAPS continued
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2014 City of Santa Clara Map with the Bennett Tract 1
This map of the Bennett Tract 1, shown shaded in gray and overlaid on a current map of the City of Santa Clara, illustrates the size of the acreage encompassed by this land grant and its relationship to the area as it exists today. e 1ndicates 2566 Homestead Road.

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Page __l_Q_ of ~ * Resource Name or# (Assign ed by record er) Ca/dwe/1/Rumbolz House *Recorded by: _Lo_r_ie_G_a_r_c_ia _ ______ __ *Date 06/08/2023 ~ Continuation ~ Update HISTORIC PHOTOS - 2566 Homestead Road
Circa 1950 aerial photograph of a portion of the Rumbolz property The photo shows the farm buildings on the site. The subject farm house is the two-story residence between the tankhouse ana the street and shaded by the large trt;ies. Other farm buildings, shown left to right, include the large packing house and barn. The Farm complex is surrounded by an orchard of prune trees located behind and to the right, and Harry Rumbolz's Homestead Nursery to the left. Shown crossing diagonally from bottom left to middle right of the photo , Homestead Road runs in front of the property. The car shown on the road is heading west, away from the Town of Santa Clara.

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Page _lL__ of 29 *Resource Name or# (Assigned by recorder) Caldwe/1/Rumbolz House *Recorded by: _ L_o_ri_e_G_a_rc_ia ___________ _ *Date 06/08/2023 ~ Continuation ~ Update HISTORIC PHOTOS - 2566 Homestead Road (continued)
April 1979 Photo
This 1979 photo shows the front entry steps , porch , main entry door and front windows as they originally appeared , prior to the post- 1987 alterations .

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CONTINUATION SHEET Trinomia l
Page~ of 29 * Resource Name or# (Assigned by recorder) Caldwe/1/Rumbo/z House *Recorded by: _ L_o_ri_e_G_a_r_c_ia ____ ______ _ *Date 06/08/2023 ~ Continuation I .

HISTORIC PHOTOS & DOCUMENTS - Owners
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REGISTRAR 'S REPORT
~3! ~!:;~::l'hl:'hi.::i;;;::,;;:: t~:; :'':!..!,h:,r;,."::..;1::,.'c.7c<!,~~.:,:•:~ ".,", .. ';'::
and th...t all ol h.i• ,..., ..... ,,.. or ... h iorh I 1o .... tc,,-t. .11; .. . ,.. vu., ...uc•p ~ a.- l ol r....-.. , l oca l Sc,1rd IN 0 1~1,,a,. NO .l
ecun1y cf ta ni.a .. . ,.. c" -:.1110 ,t CaUrPl"lt•
T•t!iy 9,. , :111,,ic . $11" .lutw- ,,.at
lsr .\ )11' PF l.•'\i;·.,1. lll•\ltl "I
,1~ ,, , .... , .i ,11,,, wc .. 1 a-.s11w~..., ,.-...t. 1-.,1w.-· .. .... 1.., 1t..,.,,..1y.,,..,.,...,,..,.......,..,....,..u.,.~.11u..~, William Edwin Caldwell
World War I Draft Registration Card
~ Update
This Draft Registration card, dated September 12, 1918, not only verifies that at that time William Caldwell was living in his house on Homestead Road (there were no house numbers so Route A Box 74 was its address) and that his mother lived with him but also that he worked as an orchardist on his own farm and was of medium height with gray eyes and black hair.

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HRI#
Trinomial
Page _n_ of 29 * Resource Name or# (Assigned by recorder) Caldwe/1/Rumbolz House *Recorded by: _ L_or_ie_G_a_rc_ia _____ _____ _ *Date 06/08/2023 ~ Continuation HISTORIC PHOTOS & DOCUMENTS - Owners
Harry H. Rumbolz - Santa Clara High School Yearbook Photos 1945 1959
Update
An article about Harry Rumbolz once stated , "As a dedicated English teacher, Harry Herman Rumbold would have explained the phrase "still waters run deep" to his Santa Clara High School English students as a bromide about a quiet person. " And as these photos show not only was he a "quiet person," he always had a kindly smile.

These photos from the Faculty Section of the Santa Clara Union High School Yearbook span 15 years of Harry Rumbolz 's teaching at Santa Clara High . The classes he taught during that period are listed in 1945 as English , Business Arithmetic and Orientation but for the following years it apitears that he only taught English.

DPR 523L (1/95) * Required information
State of California - The Resources Agency

DEPARTMENT OF PARKS AND RECREATION

CONTINUATION SHEET
Primary#
HRI #
Trinomial

*Recorded by: _ L_o_ri_e_G_a_r_c_ia ______ _ ____ _ *Date 06/08/2023 ~ Continuation ~ Update Additional Photos
The above 2023 Google aerial photo shows the current location of 2566 Homestead Road in the block between San Tomas Expressway, Homestead Road, Layton Street and Barcells Avenue. When the house was constructed, this area was all rural orchard land.

In the aerial photo of 2655 Homestead Road seen to the left, the classic roof form of the Colonial Revival architectural style's side­ gabled roof subtype is clearly exhibited. Note the front-gabled g~rage that was later attached to the SW corner of residence's rear fa~ade.

DPR 523L (1 /95) * Required information
State of California - The Resources Agency

DEPARTMENT OF PARKS AND RECREATION

CONTINUATION SHEET
Primary#
HRI#
Trinomial

*Recorded by: _L--'--o_rie-'------G_a_r_c_ia ________ _ _ _ _ *Date 06/08/2023 ~ Continuation ~ Update Photo No: 100_3151
View: Front Fa~ade and partial West side-elevation
Photo Date: May 2023
Camera Facing: Southeast
Photo No: 100_3116
View: East side-elevation and rear fa~ade
Photo Date: May 2023
Camera Facing: Northwest
DPR 523L (1 /95)
Additional Photos
r----~-------.:..---,...,,,.,,..,.,-,,,,,,~=-~ -'· ' ,·, L----------------------------- ~~ .... •-• .

Photo No: 100_3119
View: East side-elevation
Photo Date: May 2023
Camera Facing: West
Photo No: 100_3112
View: Rear Fa~ade
Photo Date: May 2015
Camera Facing : NNW
* Required information
State of California - The Resources Agency

DEPARTMENT OF PARKS AND RECREATION

CONTINUATION SHEET
Primary#
HRI#
Trinomial

*Recorded by: _ L_o_ri_e_G_a_r_c_ia ___________ _ *Date 06/08/2023 ~ Continuation ~ Update Additional Photos - Garage and Dormers
- ---- ---- -- - ? ...... .
,,_.,,_...,,,,.:,___ . ~~--~~~,- --
Photo No: 100_3114
View: Garage and driveway
Photo Date : May 2023
Camera Facing: West
Photo No: 100_3113
View : Rear Dormer
Photo Date : May 2023
Camera Facing : North
DPR 523L (1 /95)
Photo No: 100_3148
View: Front-facing Dormer. Notice the dentil molding at the dormer's boxed roof-wall junction .

Photo Date : May 2023
Camera Facing: West
Photo No: 100_3110
View : Rear Dormer
Photo Date : May 2015
Camera Facing: NNW
* Requir ed informa tion
State of California - The Resources Agency

DEPARTMENT OF PARKS AND RECREATION

CONTINUATION SHEET
Primary#
HRI #
Trinomial

*Recorded by: _L_o_rie_G_a_rc_i_a __________ _ *Date 06/08/2023 ~ Continuation ~ Update Additional Photos - Front Entry & Porch
Photo No: 100_3060
View: Gabled Front Entry, front steps with stoops and front door .

Photo Date: May 2023
Camera Facin : South
Photo No: 100_3166; View: Front porch looking east from doorway.

Photo Date: May 2023
Photo No: 100_3167; View : Front porch looking W from front window.

Photo Date: May 2023
DPR 523L (1/95) *Required information
State of California - The Resources Agency

DEPARTMENT OF PARKS AND RECREATION

CONTINUA TION SHEET
Primary#
HRI#
Trinomial

*Recorded by: _ L_o_rie_ G_a_rc_i_a __________ _ *Date 06/08/2023 ~ Continuation ~ Updat e Additional Photos - Details: Front porch and entry steps/stoops Photo No: 100_3169 ; View: Porch junction with house.

Photo Date: May 2023; Camera Facing: Southwest
Photo No: 100_3180 ; View: East brick stoop & front steps .

Photo Date: May 2023; Camera Facing : Southeast
DPR 523L (1 /95)
Photo No: 100_3170; View: NW corner between porch front and side .

Photo Date : May 2023; Camera Facing: West
Photo No : 100_3182 ; View: West brick stoop showing connect ion with wood clapboard siding on porch's main body .

Photo Date: May 2015; Camera Facing: NNW
* Required inform ation
State of California - The Resources Agency

DEPARTMENT OF PARKS AND RECREATION

CONTINUATION SHEET
Primary#
HRI#
Trinomial

*Recorded by: _L_o_rie_G_a_r_c_ia __________ _ *Date 06/08/2023 ~ Continuation ~ Update Additional Photos - Architectural Details
Photo No: 100_3133 ; View : East side-elevation showing decorative chimney with stepped side and arched recess . double­ hung & casement windows with wide flat trim, dentil molding and scrolled brackets under the eaves.

Photo Date : Ma 2023; Camera Facin : West
DPR 523L (1 /95) * Required information
Secretary of Interior's Standards for Rehabilitation

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

2. The historic character of a property will be retained and preserved. The removal of distinctive materials or alteration offeatures, spaces, and spatial relationships that characterize a property will '
be avoided.

3. Each property will be recognized as a physical record of its time, place, and use. Changes that create a false sense of historical development, such as adding conjectural features or elements from other historic properties, will not be undertaken.

4. Changes to a property that have acquired historic significance in their own right will be retained and preserved.

5. Distinctive materials, features, finishes, and construction techniques or examples of craftsmanship that characterize a property will be preserved.

6. Deteriorated historic features will be repaired rather than replaced. Where the severity of deterioration requires replacement of a distinctive feature, the new feature will match the old in design, color, texture, and, where possible, materials. Replacement of missing features will be substantiated by documentary and physical evidence.

7. Chemical or physical treatments, if appropriate, will be undertaken using the gentlest means possible. Treatments that cause damage to historic materials will not be used.

8. Archeological resources will be protected and preserved in place. If such resources must be disturbed, mitigation measures will be undertaken.

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

10. New additions and adjacent or related new construction will be undertaken in such a manner that, if removed in the future, the essential form and integrity of the historic property and its environment would be unimpaired.

The Description of the Historic Property
Preservation and Restoration Efforts
Exhibit “C”
S.No. Year Project Estimated Cost

1. 2024 Fumigation of the home to ensure pests are causing damage to the house.
$2400
2 2024 Clean and upgrade insulation to the crawl space. Add a fan to remove trapped air periodically
$5000
3 2024-
2025
There is rot at several places in the master bathroom
and second bathroom because of water stagnation due
to sloppy flooring. Fix the bathroom flooring and update the wash basins to batch the flooring style.
$30,000
4 2025 Replace front door that has become hard to use. Match with the pre-1987 style and use the similar high-quality wood.
$8,000
7 2025 Inspection and regular maintenance including pest inspection and pest treatment as necessary.
$3,500
2025 Because of the unavoidable effects of climate change, nowadays more attention is being given to energy,
its production, and its consumption. We plan to replace the already outdated equipment currently in the house
with new, more efficient equipment:
• Replace the existing air-conditioner for second level in the house (existing one is atleast 15 years old). Also, install HVAC to the downstairs. This requires us to
update entire HVAC to avoid damage to crawlspace.
• New tankless water heaters (current ones are ~12
years old). Tankless water heaters reduce the chances
of fires within the house thus ensuring that there is no damage to house.
$25,000
5 2025 Exterior Painting and Interior Maintenance - Upgrade electrical wiring throughout the house (bedrooms, living room, foyer). Upgrade furnace and upgrade ventilation
system.- as necessary
$15,000

7. 2026 Increase slopeness of sideyard. Today rainwater from gutter slows to the side of the house and will form a
small pond on side of the house during rainy season.

This can lead to water entering into to the basement as well as foundation. We will move the drainpipe to a
different place as well as add extra layer of soil and
concrete sothat it doesn’t form the pond. Improve
rainwater management around the perimeter of the
house: The existing grade (soil) around the house is
inadequately sloped (towards the house) which can
lead to foundation settlement and compromise the
structural integrity of the historic residence. The grade $20,000
also contacts the historic wood siding /framing which
can lead to rot and termite damage. Therefore, we
propose to regrade around the perimeter of the
residence as required by the building code, correct
improperly sloped roof gutters.
8 2026-
2027
Epoxy repair of Historic Wood Doors and Windows
This work to be done following the Secretary of the
Interiors Standards for the Treatment of Historic
Properties: a) repair dry rot on numerous doors and
windows to avoid replacement where possible, b) add
weatherstripping, add insulation, and perform other
retrofit work to improve the energy efficiency of these historic character-defining features and materials
$15,000
9 2027 Inspection and regular maintenance including pest inspection and pest treatment as necessary.
$3,500
10 2028 Exterior Painting and Interior Maintenance – change the interior staircase that got loose over time. Will replace the staircase keeping the style as it is - as necessary $10,000
11 2029 Inspection and regular maintenance including pest inspectionand pest treatment as necessary.
$3,500
12 2030 Exterior Painting and Wood work maintenance -Termite Treatment in both house and garage, repair decayed
wood at base of siding and other miscellaneous places,
repair of dry rot anywhere it has appeared on the
exterior wood, in preparation for
repainting of the entire structure as necessary. Match
the original wood work to ensure that style is
preserved.
$25,000
14 2031-
2032
Replace composition Cool roof (Will be ~30 years by
that time).
$60,000

Regular maintenance (~10K/year) includes but is not limited to following:

1. Maintain front garden and its upkeep. Costs $1600/year in HOA.

2. Maintenance of plumbing issues, taps, electric wiring, leaks.

3. Regular maintenance covering accidental damage

4. Regular maintenance to adhere to the latest city codes whenever possible and permitted.

5. Inspection includes regular inspection and focused inspection depending on the condition of the home.

City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
23-882 Agenda Date: 9/7/2023

REPORT TO HISTORICAL AND LANDMARKS COMMISSION

SUBJECT
Consideration of a Historical Preservation Agreement (Mills Act Contract) for 2566 Homestead Road

BACKGROUND
The property owners, Thulasiram Peddineni and Anusha Naidu Bojja Venkata, are requesting a Historical Preservation Agreement (Mills Act Contract) for the property located at 2566 Homestead Road. A requirement of the Mills Act is that the building must be a qualified structure, listed on either a local, State, or National register. The property is currently listed on the City’s Historic Resource Inventory (HRI) for age and the architectural integrity of the residential structure.

The subject property is on a 6,408 square-foot lot located on the south side of Homestead Road between Layton Street and San Tomas Expressway. The existing residence on the property is a 3,179 square-foot two-story farmhouse designed in the side-gabled subtype of the Colonial Revival architectural style and was constructed in 1914. There is two-car garage attached to the rear of the house that was added post-1987 and is not original.

The proposal includes approval of a Mills Act Contract and adoption of a 10-Year Restoration and Maintenance Plan associated with the Historical Preservation Agreement.

DISCUSSION
The Mills Act Program allows a qualified property owner to receive a potential property tax reduction and use that savings to assist in offsetting the costs to rehabilitate, restore, and maintain their property. To qualify for the program, the property and/or building must be listed on either a local, State, or National register. The property owner must also have a plan to restore and rehabilitate the property.

A Department of Parks and Recreation (DPR) 523A Form was prepared by Lorie Garcia of Beyond Buildings on June 8, 2023, assessing the historical significance of the property based on National and State (California) Register criteria and the City’s local criteria for significance. The evaluator finds 2566 Homestead Road has been well maintained and its architectural integrity has not been diminished with the historic use of the building remaining the same. The evaluator concluded that the property continues to retain sufficient integrity to qualify as a historic property since first designated as a Historically Significant Property on the City’s HRI.

The property owners have submitted a Statement of Justification and 10-Year Plan for restoration and maintenance of the property. The Plan includes repairing the front door, regrading around the perimeter of the residence, re-roofing, window restoration, and exterior painting. The property owners will obtain Significant Property Alteration permits for the work described in the Plan as required by the Historic Preservation Ordinance.

City of Santa Clara Printed on 8/31/2023Page 1 of 2
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23-882 Agenda Date: 9/7/2023
Staff finds that the work proposed in the 10-Year Restoration and Maintenance Plan adheres to the Secretary of the Interior’s Standards for Rehabilitation. The proposed improvements support the preservation, protection, and maintenance of a locally designated significant structure.

ENVIRONMENTAL REVIEW
The Mills Act Program is exempt from CEQA environmental review requirements per CEQA Section 15061(b) (3). The activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment.

PUBLIC CONTACT
Mills Act Contracts are not publicly noticed as they are a private contract between the City and property owner.

RECOMMENDATION
Staff recommends that the Historical and Landmarks Commission find that the Mills Act Application and associated 10-Year Plan for restoration and maintenance accomplish the intent of preserving and maintaining the historical significance of the property; and therefore, recommend Council approval of a Mills Act Contract, and the adoption of a 10-Year Restoration and Maintenance Plan associated with the Historical Preservation Agreement for the property located at 2566 Homestead Road.

Prepared by: Tiffany Vien, Associate Planner
Reviewed by: Rebecca Bustos, Principal Planner
Approved by: Lesley Xavier, Planning Manager

ATTACHMENTS

1. Legal Property Description

2. Historic Survey (DPR 523A Form)

3. Secretary of Interior Standards for Rehabilitation

4. Statement of Justification

5. 10-Year Restoration and Maintenance Plan

6. Draft Historic Property Preservation Agreement (Mills Act Contract) City of Santa Clara Printed on 8/31/2023Page 2 of 2
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-
RECORDING REQUESTED BY:

First American Title Company

MAIL TAX STATEMENT
AND WHEN RECORDED MAIL DOCUMENT TO:

Thulasiram Peddineni and Anusha Naidu Bojja
Venkata
2566 Homestead Rd
Santa Clara, CA 95051
.. This docum ent was elect ronic ally submitt ed
to Santa Clara County for reco rding **
25091146
Regina Alcomendras
Santa Clara County - Clerk -Recorder
09/08/202 1 08.28 AM
Titles: 1 Pages : 2
Fees : S18.00
Tax: $2282.50
Total: $2300.50
___________________ ,_L,. ____ space Above This line for Recorder's Use Only _____ _ A.P .N.: 294-55-001 File No.: 4322-6656365 (MM)

GRANT DEED
The Undersigned Grantor(s) Declare( s): DOCUMENTARY TRANSFER TAX $2,282.5 0; CITY TRANSFER TAX$; 0 SURVEY MONUMENT FEE $
[ X ] computed on the consideration or full value of property conveyed, OR [ J computed on the consideratio n or full value less value or liens and/or encumbrances remaining at time of sale, [ J unincorporated area; [ x J City or Santa Clara, and EXEMPT FROM BUILDING HOMES AND JOBS ACTS FEE PER GOVERNMENT CODE 27388.llal (2) X
FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, DAVID T. SULCER AND TERESA M. SULCER, TRUSTEES OF THE SULCER FAMILY TRUST DATED DECEMBER 13~ 2006 hereby GRANTS to Thulasiram Peddineni and Anusha Naidu Bojja Venkata, husband and wife as community property with right of survivorship
the following described property In the City of Santa Clara, County of Santa Clara, State of California:

ALL OF LOT 1, AS SHOWN ON THAT CERTAIN MAP ENTITLED "TRACT NO. 8038 " WHICH MAP

WAS FILED FOR RECORD IN THE OFFICE OF THE RECORDER OF THE COUNTY OF SANTA CLARA, STATE OF CAUFORNIA, ON OCTOBER 08, 1987 IN BOOK 579 OF MAPS AT PAGE(S) 19 AND 20.

Mail Tax Statements To: SAME AS ABOVE
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I
I
TRACT 8038

BEIN G A PORTI ON OF THE MARY BENNET TRACT
ANO A POR ION OF Tli E SOUTT<EA STERLY 1/4 Of THE
NORTHEAST 114 OF SECTION 9 , TOWNSHIP 7 SOUTH.

RANGE 1 WEST. MOUNT DIAOLO BAS C ANO M RIO!AN
LYtH._. [NTIA£1.V W l!fiLN

CITY OF SANTA CLARA

SANTA CL ARA COUNTY
JUNE 1987
CI\UFO HNIA
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I.AS Fl!:.C(l,IJt: I• jl, U:>Of U1 J'" Ml':i A':" i'll•~P.!: 2lt r.r::, ~111 , !;MITA (l,AR II (" t'l'll frt l!l,1) ► 05 WI\$, TA)IL,. ~ T t+~ J\,\rlJ r r t;if:,W lhC;;:
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L__ _____ ___ .:..:=:.::::...~=::..u....::...='----=-==-----'- --- -~o o<_.i)
DOC #25091147 Page 20 of26
Exhibit "A"
Description
A.P.N.: 294-55-001
Real property In the City of Santa Clara, County of Santa Clara, State of California, described as follows:

ALL OF LOT 1, AS SHOWN ON THAT CERTAIN MAP ENTITLED ''TRACT NO. 8038" WHICH MAP WAS

FILED FOR RECORD IN THE OFFICE OF THE RECORDER OF THE COUNTY OF SANTA CLARA, STATE OF CALIFORNIA, ON OCTOBER 08, 1987 IN BOOK 579 OF MAPS AT PAGE(S) 19 AND 20.

State of California - The Resources Agency

DEPARTMENT OF PARKS AND RECREATION
Primary# _ _______ _____ _
HRI#
PRIMARY RECORD Trinomial ------ ---------
Other Listings
Review Code
N RH P Status Code
Reviewer Date
Page __ 1_ of 29 *Resource Name or#: (Assigned by recorder) Ca!dwe///Rumbo/z House P1. Other Identifier : None
* P2. Location: □ Not for Publication D Unrestricted *a. County Santa Clara ---- ------------ and (P2c, P2e, and P2b or P2d. Attach a Location Map as necessary .) *b. USGS 7 .5' Quad San Jose West Date 1980 photo revised T 7S ; R 1 W; unsectioned ; Mt. Diablo B.M. c. Address 2566 Homestead Road City Santa Clara Zip _95_0_5_0 __ _ d. UTM: (Give more than one for large and/o r linear resourc es) Zone ___ mE/ _____ mN e. Oth er Locational Data: (e.g., parcel#, directions to resource, elevation, etc., as appropriate) Assessor's Parcel Number: 294-55-001
South side of Homestead Road between Layton Street and San Tomas Expressway * P3a. Description: (Describe resource and its major elements. Include design, materials, cond ition , alterations , size, setting, and boundaries) 2566 Homestead Road is located in what was originally a rural area with miles of fruit farms, but is today an urban setting of commerc ial and subdivision properties , which were primarily developed in the last half of the twentieth century. As a result, there is no consistent street plan, except for Homestead Road, the original roadway, which today is a major 4-lane thoroughfare bisecting the area from east to west. Due to the various differing types and periods of development , there are no consistent defined blocks, and setbacks and lot sizes vary throughout the area.
(Continued on page 2, form 523L)
*P3b. Resource Attributes : (List attribut es and codes) HP2 Single - Family Property *P4.Resources Present: ~ Building □ Structure □ Object □ Site □ District □ Element of District □ Other (Isolates, etc.) ~-----------------------------------, *P5b. Description of Photo: (view, date, P5a. Photograph or Drawing (Photograph required for buildings, structures , and objects .) accession #) Front far;ade (view toward south) Photo No: 100_3147, 04/30/2023
*PG. Date Constructed/ Age and Source:
~ Historic D Prehistoric D Both
Ca. 1914
Assessor 's Records , Census Record s, Polk City &
County Directories
*P7 . Owner and Address:

Thulasiam Peddineni and
Anusha Naidu Bojja Venkata
2566 Homestead Road
Santa Clara, CA 95051
*PS. Recorded by: (Name, affiliat ion , and
add ress)
Lorie Garcia
Beyond Building s
P.O. Box 121
Santa Clara, California 95052
*P9. Date Recorded: June B,2023
*P10. Survey Type: (Describe) Intensive
* P11. Report Citation: (Cite survey report
and other sources, or ente r "none .") Historic Resources Inventory Form "2566 Homestead," dated March 1981. *Attachments: □ NONE Location Map Continuation Sheet ~ Building , Structur e, and Object R eco rd _ □ Archaeological Record □ District Record □ Lin ea r Feature Record □ Milling Station Record □ Rock Art Record □ Artifact Record □ Photograph Record D Other (List):

DPR 523A (1 /95) * Required information
State of California - The Resources Agency

DEPARTMENT OF PARKS AND RECREATION

CONTINUATION SHEET
Primary#
HRI#
Trinomial
Page~ of 29 *Resource Name or# (Assigned by recorder) Caldwell/Rumbolz House *Recorded by: _L_o_rie_G_a_r_c_ia ____ _____ _ *Date 06/08/2023 ~ Continuation ~ Update (Continued from page 1, Form 523A , P3a. Description)
Prior to the construction of a new development in 1987, the subject home was the farmhouse on a multi-acre farm with farm buildings and prchards around it. Today as Lot 1 of Tract 8038, the subject property is sited on a 6408 sq. ft. lot, which is part a new 12 lot Tract each with a single-family house . Originally set back a considerable distance from what was then a 2-lane road, with large Redwood and Eucalyptus trJes sheltering it from the street. Street widening and sidewalk installation by the City have truncated the front yard street-setback, leaving only a suburban-sized front yard and two, large, original redwood trees between the front sidewalk and the street. Situated at the NW comer of the development in which it is located, the house fronts roughly north onto Homestead Road and is set back from the street enough to allow for a modest cultivated lawn on either side of a wide brick-paver walkway, which leads from the Homestead Road sidewalk to the front entry steps. Narrow planting beds with a neatly trimmed hedge are set adjacent to the house between it and each lawn area. This hedge continues around the east side and rear of the house until it ends at the garage. The house is offset from the west side property line, allowing for a tree-filled wide west side yard On the east side, the hedge and a narrow strip of cultivated lawn separate the house from a straight, asphalt, private street, which ends in a cul de sac, named Caldwell Place.

This street, which runs through the center of the Tract, borders the property 's east side property line and provides access to a wide, short concrete driveway leading to an attached garage.

Access to the house from Homestead Road and Caldwell P(ace is secured by wrought iron fence, with square brick columns and a gate across the front walkway. This fence runs from the east front comer of the house, across the front of the property, adjacent to the Homestead Street sidewalk , then connects to a wood fence along the west property line that separates the subject property from that of the adjacent multi-family development. Ornamental shrubbery is located at both the fence's NE, Homestead and Caldwell, comer and its NW comer with a neatly trimmed hedge that softens the look of the west property line's wood fence. A high wood fence with a gate that runs between the house and the wood fence along west property line, secures access to the west side yard. Trees and ornamental shrubbery help obscure this fence. There is no rear yard. The majority of the space between the rear of the house and the rear property line is occupied by the driveway and garage.

Attached to the rear of the house at its southwest comer is the side-gable roofed, 2-car, garage (not original), which is covered with stucco. It was added post-1987 , when the new tract was developed. The placement of the garage is consistent with the ways suggested to integrate a garage into a side-gabled house, which first appeared in a 1940 FHA bulletin.

Supplemental Photograph or Drawing The primary building on the site is a 3 , 179 sq. ft., two story r-------'--'---------'"---'------ --=-----.,,,.""""',.., 1 farmhouse constructed circa 1914 and designed in the side-gabled subtype of the Colonial Revival architectural style. As stated by McAlester "this subtype was built throughout the Colonial Revival era, but predominates after about 1915." The plan of this wooden, single-family residence is rectangular and while there is no basement, it is set over a high crawl space, which elevates the living ' area approximately 3 feet above the ground. It is distinguished by a steeply pitched side-gabled roof, with boxed eaves and a moderate roof overhang . A large front facing gable roofed dormer projects from the front roof The rear roof is punctuated by a small gable 1 roofed dormer, which has exposed rafters. On all elevations of the main body of the house, as well as that of the front facing gable dormer and the front porch gable, the boxed roof-wall junction is ,. decorated with dentil molding. The eaves and rake eaves of the main body of the building along with the front facing gabled dormer's rake eaves are trimmed with narrow verge boards decorated with modi/lions. The use of dentils and modi/lions as decorative features are typical of Colonial Revival houses . Scrolled brackets support the Description of Photo: (view, date, accession #)
East side-elevation. & front facade (view toward SV\.1 0512023, l::::===================::::::::======:::'.'.:=====~:'.=::~~ Photo No: 100_3142 . (Continued on page 3, Form 523L)
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gable eaves . A distinctive feature on the front facing dormer is found on the gable face, which has a rounded arch that mimics the arch founp on the entry portico and surrounds a recessed portion of the dormer. Projecting from the dormer, is a low balustrade consisting of a simple wood rail and squared balusters. On the east side elevation , two red-brick fireplace chimneys project through the eaves.

These extemal firdplaces are decorative , with one side straight, the other stepped up and an arched recess set into the base. The roof is sheathed with composition shingles .

Narrow horizontal clapboard siding sheathes the body of the house and the dormer faces. On the front fac;ade and integrated into the overall design rather than built as a separate attachment, a full-width front porch is recessed under the main roof. An offset porch gable with a rounded arch beneath sits to the right of the facade. As may be found on Colonial Revival houses , the roof over the porch has a curved underside as do the openings on either side end of the porch. The front porch roof is supported by three large square columns. one located at the east corner and the other two under the entrance porch gable, at either end of the gable 's curved underside . The placement of the latter two columns , one on either side of the front entry steps, creates the illusion of an entry portico. A simple balustrade , consisting of a plain wood rail and squared wood balusters runs the length of the porch . This balustrade is not original. It has replaced the punched , decorative wood railing that originally was in this location.

The main entrance is on the front (north) fac;ade and is accessed by 4 (four) wide, brick steps, flanked by brick stoops (not original), which lead to the brick porch. The principal entrance is on the front (south) fac;ade. Offset on the porch , but placed symmetrically under the porch gable, is the front (main) entry. It consists of a paneled wood door with a decorative glass panel set into the top. Set on either side of the door are decorative glass sidelights with wood panels below. Located on top of the door and the sidelights is a decorative glass paneled fanlight. These have replaced the original front door, which was a wood paneled door with 10 small windows set into the top. Note: while not original to the subject house, sidelights and fanlights were used on Colonial Revival houses . Wide wooden molding with a plain narrow trim surrounds the entire entry.

A secondary entrance , accessed by 4 (four) wood steps with simple wood railings and squared balusters (new) that lead to a narrow landing , provides access from the rear. The secondary entry door appears to be new with 9 (nine) glass panes set into the top half and 2 large vertically orientated wood panels be/on. This door is surrounded by wide wood trim.

Fenestration is complex and a mix of vertically oriented , double-hung windows that are generally rectangular in form, and framed casement windows . Typical of the Colonial Revival architectural style, with the exception of a paired window in the rear fac;ade, the double hung windows are vertically orientated , rectangular , 1-over-1 windows that stand alone as a single unit. The casement windows are in groups of two or three windows set into horizontally orientated or square openings.

Offset towards the east edge of the front fac;ade, currently there is 1 tri-partite window, which consists of a large metal-framed fixed center pane with a metal-framed casement window to either side. This unit also appears to be metal framed Originally , there were two large wood-framed , plate glass windows , each topped by a horizontal band of small glass panes , set into the front fac;ade to the left of the door. A pair of large rectangular sliding g/.ass doors is set into the recessed portion of the gable face of the front-facing dormer .

Fenestration of the east side elevation's upper story, consists of a small vertically orientated casement window abutting the front fir~place chimney , followed by a pair of vertically orientated large casement windows abutting the centered chimney. A large horizontally orientated casement window is oetween the centered chimney and south corner of this elevation. On the east side elevation 's main story, a tall, vertically orientated , double-hung window, which abuts the front fireplace chimney base 's outer edge, is set between the base and the porch. This is followed by two, tall, vertically orientated , double-hung windows set between the two fireplace chimney bases with a single similar window on the base 's other side. A large 3-sided, angled bay window (not original) projects from the center of the space between the centered chimney base and the east side elevation 's southeast corner, followed by a ribbon of three casement windows set into a squared opening. Fenestration of the west side elevation 's upper story consists of a large Pal/adian window set towards the front, followed by windows set into a squared opening . Fenestration of the main story, also consists of a large Palladian window set towards the front. (Due to the mass of trees and shrubbery that obscure the view, the remainder of the windows on both the upper and main story of this elevation are unknown).

Fenestration of the home's rear facade consists of a bay window, similar to that of the east side elevation , set close to the rear fac;ade's (Continued on page 4, Form 523L)
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right (driveway) comer , followed by a ribbon of three vertically orientated , large casement windows , which abut the rear entry door. A pair <pf tall, vertically orientated , double-hung windows are set into the space between the rear entry door and the front far;ade if the attached garage. 1 Palladian window is set into the small gable-roofed dormer .

With the exception of the two bay windows , all the home 's windows are trimmed with wide , flat boards and none have projecting sills or aprons .

Under the eaves on the east side elevation , is a square ventilation opening with wood slats and framed with narrow wood trim. It is offset from the gable peak due to the presence of the centered fireplace chimney. On the west side elevation , a large, square ventilation opening with wood slats, is centered under the gable peak. It is trimmed with wide flat boards and has a projecting sill and an apron.

Small openings framed with narrow wood trim are set around the perimeter of the foundation to allow for ventilation under the house.

The residence is in good condition and although the front entry door, porch railing, porch and the home 's original windows have been altered and a garage attached at its rear southwest corner, the main body of the house and its character-defining features appear to be as originally constructed.

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BUILDING, STRUCTURE, AND OBJECT RECORD
*NRHP Status Code NIA
Page_§_of __.1.lL_ *Resource Name or # (Assigned by recorder ) Caldwell/Rumbolz House

81. Historic Name: None

82. Common Name: None

83. Original Use: Single familv residence 84. Present Use: Single family residence *85. Architectural Style: Colonial Revival (Side-gabled subtype) *86. Construction History: (Construction date , alterations , and date of alterations) The residence was constructed circa 1914. Post 1987, an attached garage was added, connected to the SW corner of the rear far;ade and the front entry door replaced and sidelights and fanlight added. Porch railing replaced and front porch and steps altered from wood to brick.

Original windows 8i'tered on all elevations .
*87. Moved? · jg] No D Yes D Unknown Date: _____ Original Location:
*88. Related Features: Two historic redwood trees in front of property. 89a. Architect: Not known b. Builder: Not known
*810. Significance: Theme Architecture and Shelter Area Santa Clara = Bennett Tract1 Period of Significance 1914-1987 Property Type Residential Applicable Criteria none (Discuss importance in terms of historical or architectural context as defined by theme , period , and geographic scope . Also address integrity .) The subject residence at 2566 Homestead Road, is a circa 1914 farmhouse that was constructed on a parcel of land, which was a portion of a large tract of land, which had a history of ownership dating back to an 1840s land grant and which would be rural farm land outside of the Santa Clara City limits until the 1960s.

Originally within the boundaries of the land belonging to Mission Santa Clara de Asfs , the area described as the Bennett Tract was one of two Tracts, Tract 2, a "Town" grant and Tract 1, a Farm grant. Both were granted by the last Mexican Governor, Pio Pico, to Mary Bennet on November 28, 1846. The diseflo (map) of the Farm tract, the area in which the subject house at 2655 Homestead Road is located, showed it to be a rectangular piece of land of 1000 varas by 2000 varas, which is approximately 355 acres. (Note: a vara is a unit of measurement of about 1 yard.)
Born in Virginia, in 1843, Mary Bennett had been part of the first emigrant party to leave the ea stem states and travel to Oregon by means of an overland trail. The following year, she and her family were part of the group who then left Oregon and traveled to California , where they arrived in San Francisco in the late spring of 1844. By the end of the year, Mary Bennett had moved on to Santa Clara where she took up residence close to the Mission church and the following year applied to the Mexican authorities for a grant of land.

By 1846, Mary and her sons, Dennis and Jackson , had enclosed a portion of the land within what would be the Farm tract with a brush fence. Here they started cultivating wheat. Along with growing wheat, Mary Bennett had a garden patch where she grew com, watermelons and vegetables. On this tract she also had a corral with 5 horses and 8 milk cows. She had intended to have a house constructed along with (Continued on page 6, Form 523L)
811. Additional Resource Attributes: (List attributes and codes) HP2- Single Family Property ,-----( S_k_e_t-ch_M_a_p_w-ith_n_o_rt_h_a_r-ro-w-re_q_u_i r_e_d __ )---, *812. References: Garcia, Lorie, "Our Special Place," 1994; Garcia, Lorie, "Santa Clara: From Mission to Municipality ," 1997; Garcia Lorie, Geoff Goodfellow and George Giacomini, "A Place of Promise : The City of Santa Clara 1852-2002," 2002; Langum, Sr., David J. , "Quite Contrary ," 2014; McAlester , Virginia Savage, "A Field Guide to American Houses," Revised ed., 2013; Polk and Husted City Directories, 1914-1974; Poll Lists of the Santa Clara County Election Districts, Santa Clara Precinct, 1868; San Jose Mercury News, "Harry Rumbolz , Teacher, Gardener­ long Time Santa Clara English Instructor Also Ran Homestead Nursery 1945 to 1956," April 27, 2004; San Jose Mercury News, Marion Rumbolz death notice, March 11 , 2005; Santa Clara High School Yearbook , 1945, 1955 &1959;Thompson & West, Historical Atlas of Santa Clara County, 1876; United States Census, 1870, 1880, 1900, 1910, 1920, 1930, 1940; WWI Registration Card No.6481, Order No. 3375, September 12, 1918; WWII Registration Card No.175, Order No. 448, 1941 813. Remarks:
*814. Evaluator: Lorie Garcia
*Date of Evaluation: June 8, 2023
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a wooden post and rail fence but due to the American invasion in July 1846, these never got erected and she continued Jiving in a hou~e close to the mission on her "Town " grant .

In the Fall of that ,}ear, the first large overland group of American emigrants to reach California arrived and almost 200 of them came to Mission Santa Clara. They were soon followed by an increasing number of emigrants, most of whom simply squatted on the land, especially after the end of the war between Mexico when the Treaty of Guadalupe Hidalgo in January 1848, ceded California to the United States. A large majority of these new American settlers were farmers and when they arrived, they found that the soil of the Santa Clara Valley would not only sustain grain farming but that the soil's easy cultivation and high fertility made grain production relatively simple. And, most importantly , they found that it required little capital investment . Following the Gold Rush, the immediate need for flour to feed the miners resulted in wheat becoming the dominant crop. By 1854, 30 percent of California 's wheat crop was being produced in Santa Clara County. Within a decade , the multi-acre parcels surrounding the small town of Santa Clara had become an almost an unbroken wheat field.

When California became an American State, Mary Bennett faced the same problem as did all of the holders of Spanish and Mexican Land Grants ; proving in the American courts that her land bei_onged to her. Her Farm tract (the Bennett Tract1) was approved by the Board of Land Commissioners in 1855 and confirmed by the U. S. District Court in 1857. However , this tract of land now had to be officially surveyed and for various reasons the survey was delayed . Finally, on December 7, 1864, while the survey of her "Town" tract would be denied , the survey of her Farm tract would be approved.

The final step was now getting confirmation of ownership of her Tract 1 grant and receiving the patent for it. While this process was before the Land Commission , Mary Bennett faced the increasing problem of several squatters occupying her Farm tract land. Attempts to get squatters removed involved the courts. It cost a lot in legal fees and could also take years , ending in both positive and negative results . For example , as early as 1850, Hiram Shartzer seized 65 acres of her Farm tract land , built a house , planted an orchard, farmed the rest and in 1861, took an additional 35 acres . On December 15, 1865, after her title to the land had been confirmed , Mary sued him to get her land back. Shartzer appealed but the California Supreme Court ruled in her favor . In January 1855, B. F. Watkins had squatted on a 12 ½ acre portion and when, in February 1869, Mary Bennett sued to get him ejected , she won a judgement at trial but lost on his appeal to the California Supreme Court, which ruled that he was a joint tenant with Mary Bennett.

While waiting for the Court 's decision on her ownership of her land and due to the increasing population of Santa Clara, Mary Bennett had rented several parcels of her Farm tract land to 4 or 5 tenants . Records show that in 1866, $1095 was made from renting out portions of the Bennett farm land and $1271 in 1869, then $1958 in 1870.

Although Mary Bennett saw the confirmation of the official survey of her Tract 1 grant , she passed away on December 19, 1868, before the patent for her Farm tract (the Bennett Tract 1) was issued . The January 9, 1869 Probate records show she had left all of her property to her two living sons , Winston and Menzel , and her four married daughters , Samantha , Mary, Julia and Catherine . At the time of her death, her property in her estate includFJd the block she owned in the town of Santa Clara and the original 355-acre Bennett Tract

1. Two specific bequests were made of land from the latter tract, 50 acres to Winston and 30 acres to Samantha . The remaining 275 acres were included in the portion of the estate left to her all of children . On July 19, 1871, the patent for the Bennett Track 1 was finfJIIY issued. With the tract now recognized as legally hers, it was officially part of her property and Probate of her estate could be completed. Following Probate , Mary BenneWs children sold the Bennett Tract 1 to Isaac N. Thompson , who owned the acreage bordering most of the northern property line.

Born in Indiana in July 1823, Isaac Newton Thompson came to California in 1849. By 1850 he was in the business of operating an "Eating Place " in Sacramento in partnership with the Rush family and by the middle of the year the U. S. Census shows that his personal estate was worth $6,000 . According to the Business Directories of the cities and towns, which accompanied the 1876 Historical Atlas of Santa Clara County , by the end of 1850 Isaac Newton Thompson had arrived in Santa Clara. When the Town of Santa Clara was incorporated in 1852, he already had begun the acquisition of large parcels of land adjacent to the town. These included his investment in Quito Rancho land and land he owned in the neighboring community of Meridian , which had both Campbell 's and San Tomas Creeks flowing through it. The southern border of the acreage he owned in Meridian abutted 2/3 of the northern border of Mary Bennett 's Tract 1. Like most of the other farmers , I. N. Thompson planted wheat on his newly acquired land.

Continued on page 7, Form 523L)
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In 1860, the U. S. Census shows that Isaac N. Thompson had by now married Anna and they had 2 daughters , Martha age 3 and 1- year-pld , Charity. His personal Estate was $1,500 and his occupation was given as being a farmer. The 1860 Census Selected Federal Non-population Schedule 4. (Productions of Agriculture in Santa Clara Township) records that by 1860 Isaac N. Thompson owned 320 acres of land, condisting of 120 acres, which were "improved " and 200 that were "unimproved ," and he had harvested 1200 bushels of wheat and 75 bushels of com on his Meridian land. It also showed that the cash value of his farm was $10,000 and his farming implements were worth $700. 00. The livestock on his farm consisted of 45 horses, 1 mule, 8 milk cows, 13 other cattle and 29 pigs and was valued at $2,500.

Isaac N. Thompson and his family lived in a house on his Meridian land, sited between Campbell 's Creek and the northern border of the Bennett Tract 1. On October 1868, his residence was listed in the Poll List of the Santa Clara Precinct for the General Election of November 1868, as being, "2 miles west of town." Note: /. N. Thompson 's house was located just about where the Santa Clara International Swim Center is located today.) Along with his farm acreage, which by 1862 included a large parcel on what is today Scott Boulevard near the Railroad tracks, by now, he also owned small parcels within the Town limits.

The List of property owners that accompanied The first official ,Town Survey, which was made in July 1866 by J.J. Bowen, and recorded on August 22 of that same year, shows him as the owner of the 11,547 sq. ft. Lot 1 and the 25,291 sq. ft. Lot 3, of Block 5 North, Range 1 West. However, the 1866 survey did not record the land known as the Bennett Tract 1.

When the Town of Santa Clara was incorporated in 1852, the new town had claimed the land, which had been occupied for the previous five years , for town purposes and the survey and the map that accompanied it, showed the Town's designated Town Lots and Sub-Lots and listed the name of each property owner and the improvements made to the property. The town lots were numbered parcels of land contained in the square blocks, with the size of each parcel given in square feet. The Sub-lots, which surrounded the Town of Santa Clara's nucleus of Town Lots were numbered 1-55 and the size of each Sub-Lot was specified as the number of acres contained within its boundaries . While the Sub-Lots were considered to be part of the township of Santa Clara, only the Town Lots were included within the official Town limits.

Although it was property which for years had been owned and "improved " by someone who resided within the town, since 1850, when California gained Statehood and Santa Clara County became one of the first counties within it, the Bennett Tract had officially been land under the jurisdiction of Santa Clara County and not the Town of Santa Clara, thus excluding it from the official survey.

With his occupation not only described as a "Farmer" but also as a "Capitalist," the 1870 Census, shows that by now Isaac N.

Thompson had become a wealthy man. In this Census, the value of his Real Estate is listed as $29,000, that of his Personal Estate as $30,410, and the 1870 Census Selected Federal Non-population Schedule 3. (Productions of Agriculture in Santa Clara Township) shows the value of his farm acreage to be $24,000 and that of his farming implements and livestock to total $16,000. I. N. Thompson continued to be a grain farmer and wheat continued to be the main agricultural product he grew on his land. The 1870 report shows a harvest of 25, 100 bushels of wheat, followed,_by a total of 4850 bushels of barley. Following his purchase of the Bennett Tract 1 the following year, I. N. Thompson continued growing grain on his newly acquired acreage. However , that would change as the decade went on as more and more orchards started being planted on the previous grain fields.

Along with wheat production , by the early 1850s some farmers had begun planting small orchards and vineyards , a few experimenting with these on their grain farms. In 1855, B. S. Fox, a professional botanist who had accompanied Commodore Stockton 's shipment of trees three years earlier, established his own extremely successful pear orchard in Santa Clara. From this start, fruit orchards and vineyards had been developed at an increasingly rapid rate, both in the form of large enterprises on the land abutting the site of the developing town of Santa Clara, and in the town proper. When the Town's first official survey was made in July 1866, almost every developed town lot was shown to have an orchard and vineyard listed as improvements . Soon after the completion of the transcontinental railroad in 1869, a carload of pears from Levi Gould's pear orchard was shipped from the Santa Clara Railroad depot in October of that year, becoming the first shipment of fresh fruit sent from California to the eastern states.

In August, 1873, the Santa Clara Homestead Association had a survey made of the land they owned, which parceled it into a total of 70 Lots, divided into six blocks. This large tract of land lay west of the Town of Santa Clara and encompassed the land north and south of Continued on page 8, Form 523L)
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today's Homestead Road (named Sutherland Road on the survey) that ran from the eastern side of Campbell 's Creek, (near today's Kiely1 Boulevard) with the tracts western boundary line located where today Pomeroy Street crosses Homestead Road. The NE comer of this land connepted to the NW comer of Thompson's Bennett Tract 1 property at Campbell's Creek and as the Santa Clara Homestead Association land was developed, it was not as individual lots, as occurred within the Town limits, but instead as expansive farm tracts, most planted to fruit.

By the late 1870s, the poor yields of wheat, in the Santa Clara Valley area had resulted in farmers turning to a more diversified approach and they planted more vineyards and orchards. Isaac N. Thompson was one of those farmers. By 1880, now the owner of 700 acres of land valued at $40,000, while he was still growing grain on 500 of those acres, he had also begun the development of a fruit orchard on his Bennett Tract 1 land. The November 1879 "Schedule 2. Productions of Agriculture in Santa Clara " (taken for the 188 Census) shows that while he had harvested 850 bushels of barley on 70 of these acres, 11,715 fruit bearing trees had been planted on 96 acres from which he had harvested 16, 150 bushels of fruit (including 200 bushels of apples).

As the production of various types of fruits proved successful and more and more orchards were planted, by the late 1880s orchard products would lead all other forms of agricultural production , By 1890, orchards would spread to the edges of the valley floor and dominate Santa Clara County agriculture. This included all of the land stretching from Gould Street (today 's Scott Boulevard) south from today 's El Camino Real and west to Lawrence Station Road (today's Lawrence Expressway). By the tum of the Twentieth Century, hundreds of acres of orchards surrounded the Town of Santa Clara and agriculture and the related agricultural industries provided the main economic influence behind its booming economy.

Seventy-six-year-old , Isaac Newton Thompson was now retired, although he still listed his profession as a farmer, and he, his 2nd wife, Emily, and their 26-year-old son, John, were now living in town. They resided in a house at 1085 Clay Street on the lot he owned at the NE comer of Clay and Main Streets . Among the property he still owned was his Bennett Tract 1 land, which he now rented out to others who farmed the land. Following Isaac N. Thompson 's death at age 90, on August 5, 1913, 145 acres of the Bennett Tract 1 property was sold to William E. Caldwell.

In the 1890s, William T. Caldwell , his wife, Matilda, and their 4 children , William Edwin, Martha, Robert and Elmer, had come from Missouri to California. Here they settled in the Central Valley town of Tulare, an agricultural community , which would become known for citrus farming . William T. Caldwell was a farmer and here he established a farm. On April 15, 1911, 59-year-old , William passed away.

Following his fathers death, his son, 28-year-old William E., left Tulare and moved to Santa Clara, where he purchased the portion of the Bennett Tract 1, which would become known as the Caldwell farm. Here, the subject farmhouse was constructed and, as shown in the City Directories , William Caldwell was living in it by the end of 1914.

Located in the Jefferson District of Santa Clara, which was Santa Clara County land, the farmhouse was placed close to a rural road that ran east to a connection with Lexington Street in the Town of Santa Clara and west to Lawrence Station Road, through miles of orchards broken only an occasional farmstead- that appeared along the route. Similar to the other farmsteads , this site also had a large barn, a tank house and the other structures necessary for a working farm.

It has been said that William E. Caldwell is the one who planted the prune orchard on it but that is unverified . William was unmarried and shortly after William was Jiving in Santa Cli1ra, his mother, Mathilda , joined him to take care of the house . His brother, Robert, who was married at the time of their fathers death, stayed in Tulare and continued farming there as did Elmer. Following WWI, Robert Caldwell left Tulare and moved with his 1st wife, Leah, and their 2 young daughters to Santa Clara. They lived with William and Matilda for a period of time and then Robert Caldwell purchased his own farm on San Tomas Road and Payne Avenue. William and Robert's younger rather, Elmer, had by now moved to Stockton , where he was working as an accountant for a Land Company .

On December 18, 1931, William Caldwell's mother , Mathilda , passed away. Eighteen months later, on May 1933, 50-year-old William married 49-year-o/d Eliza Ann C/ewitt. Around this time, Elmer Caldwell and his wife, Edythe , moved from Stockton to Santa Clara.

William split a parcel off of his land and gave it to Elmer, who then began farming the prune orchards on it. By the mid-1930s , all three of the Caldwell brothers were here and farming in close proximity to each other. On May 18, 1941, William E. Caldwell passed away.

For the following 5 years , Eliza continued living at the farmstead, and then sold it to Harry H. Rumbolz and his wife, Marion .

Continued on page 9, Form 523L)
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Born in Balfour, North Dakota on December 31, 1905, Harry Herman Rumbolz was the 2nd son of Herman and Louisa Rumbolz. When he v,;as two-years-old the Rumbolz family came to Chico, California, where his father became employed working in a nursery. Raised in Chico, Harry H. f umbolz went on to earn his teaching credential at Chico State Normal School and then went to Stanford University where he would receive his master's degree in education. In 1929, Harry Rumbolz met Marion Hart, when they were two beginning teachers at Union School in Orcutt, a tiny town near Santa Maria. Two years later they slipped away and were married.

Born October 24, 1908, at Hagaman , New York, the 4th and youngest child of Frank and Minnie Hart, Marion Hart, arrived in Santa Clara as a young child. Growing up in Santa Clara, she attended Fremont Grammar School and Santa Clara High School and in 1929, she graduated from San Jose State Teacher's College Following their marriage in 1931, Harry and Marion briefly moved in with her parents at 924 Lincoln Street and in 1932, Marion (Hart) Rumbolz started teaching mathematics at Santa Clara Intermediate School, while Harry completed getting his master 's degree at Stanford. When Harry gained employment in 1934 as a teacher in Sanger, California, the couple moved there. They are recorded in the Census as living in Sanger in 1935 but by 1936 Harry and Marion Rumbolz had returned to Santa Clara. Here, they purchased a house at 1455 Franklin Street. in 1938, Harry H. Rumbolz was hired by then-Superintendent Emil Buchser to teach at Santa Clara Union High School and the following year their only child, a son they named Hart, was born. In 1947, Harry Rumbolz purchased the subject farm on Homestead Road from Eliza Caldwell. The property consisted of three acres, on which the house was built, and 12 additional acres with a prune orchard. Harry and Marion sold their home at 1455 Franklin Street and moved with their 8-year-old son to the subject home on Homestead Road. As it was in a rural county area, there were no house numbers and its street address was considered to be RD 1 Box 446.

However, at the time Harry H. Rumbolz purchased the subject property, the area was changing . The 1940s saw a major transformation to Santa Clara in both the growth of industry and population , especially in the period immediately following WWII. In 1940, the population of Santa Clara was 6650. By 1948, the population had risen to 9839, an increase of 3189 people in just seven years. No longer could the construction of individual homes or the traditional small subdivisions meet the housing need. As a result, in January 1947, building officials reported that "building volume in Santa Clara during 1946 climbed to an unprecedented high" with six subdivisions under construction . Two years later, the official population was 14,178 an Increase of 22 percent over 1950. There were with now 4116 occupied dwellings in the city, with the great majority of the new ones located in the new subdivisions , which were being constructed on what had been orchard land. The City Limits were rapidly expanding west, incorporating areas, which had previously belonged to Santa Clara County and during the 1950s would reach as far as the east side of San Tomas Road.

While still in the County, on the 1950 Census the property on which 2566 Homestead is located was no longer considered a farm but was recorded as a "house on a place of 3 or more acres" of land. Besides being a teacher, Harry was a skilled gardener, and after purchasing the property he opened a nursery on the part of his land that ran east from the farmstead to San Tomas Road. He called it the Homestead Nursery. On the 1950 Census, a special annotation is added in the section describing the subject residence, which notes that a nursery is located "left on Homestead ."
While still teaching at Santa Clara High School, Harry Rumbolz would own and operate his nursery until 1963. In 2004 an article about Harry H. Rumbolz in the San Jose Mercury titled, " HARRY RUMBOLD, TEACHER, GARDENER - LONGTIME SANTA CLARA ENGLISH INSTRUCTOR ALSO RAN HOMESTEAD NURSERY," specifically stated that while he was fondly remembered by the scores of people he had taught over the years, "Many more Santa Clarans knew him as the skilled gardener who owned and operated Homestead Nursery on Homestead Road. "
Except for the two years he taught in Sanger (in Fresno County), both Harry H. and Marion Rumbolz were teachers in Santa Clara for their entire professional lives. Harry Rumbolz was a dedicated English teacher at Santa Clara High School from 1938 until his retirement in 1962. Marion Rumbolz was an elementary school music teacher. She started teaching classroom music at Washington and Fremont schools in 1943 and also taught the boys and girls choir. Then in 1952, when Scott Lane Elementary school was founded, Marion Rumbolz was hired as the new school's first principal, a job she would have until her retirement in 1964.

The 1960s saw several changes which affected the subject property. By 1961, this area was no longer County land but had been Continued on page 10, Form 523L)
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annexed by the City of Santa Clara and now Harry and Marion's house had a Santa Clara address, 2566 Homestead Road. Also, Urb9n Redevelopment altered Homestead Road. While originally the City 's Lexington Street had been the connection to Homestead Road, now Liberty Street was re-named Homestead Road and it was reconfigured at Lincoln Street to connect to the original Homestead Road . 7
In 1964, both now retired , Harry H. and Marion Rumbolz left Santa Clara and moved to Los Gatos where they would live for the next 27 years and then would move to a retirement home in Cupertino. After his father and mother moved to Los Gatos , their, son, Hart Rumbolz and his wife Jean continued living in the home at 2566 Homestead Road. In 1987, the property was sold to Landmark­ W. I. S.E. Development of Saratoga and Hart Rumbolz moved to Redding, California , where his father 's death in April 2004, he was joined by his mother , Marion , who passed away in March 2005.

In July 1987, following their purchase of the property , Landmark-WI.SE Development paid to move the farm 's tank house from Homestead Road to the Harris -Lass property , after the Santa Clara City Council required the firm to save the historic structure as a condition of approval for the development of the land . A planned development was constructed on the land surrounding the original house and although it was slightly altered with the addition of attached garage in the rear, the house at 2566 Homestead Road was saved . The house was purchased by David and Theresa Sulcer and in September 2021, they sold it to the current owners , Thulasiram Peddinent and Anusha Naidu Bojja Venkata .

During the last decades that members of the Rumbolz family resided here, the rural area in which the subject property is located underwent urbanization . The farms totally disappeared and residential and commer cial development completely filled the land . The final change to the property , which h3d once been part of the large fruit farm owned by William E. Caldwell and then the farm and nursery owned by Harry H. Rumbolz , had occurred when the City of Santa Clara widened this section of Homestead Road and installed a sidewalk , removing all but two of the historic trees in front of the house.

Today, only two farmhouses remain from the several that once occupied the region , the Fassett-Sherman/Azzarella Residence at 3023 Homestead Road and the subject home, the Caldwell/Rumbolz House at 2566 Homestead Road. Although now surrounded on three sides by single and multi -family homes , this farmhouse still exists on its original footprint , facing Homestead Road with two of the original Redwood trees separating it from the road. Note: today , the farm 's tank house serves as the gift shop at the Harris-Lass Historic Preserve.

Historic Evaluation
In order to be considered historically or culturally significant , a property must satisfy certain requirements. It must be 50 years old or older (except in cases of exceptional significance) ; it must retain historic integrity ; it must meet one or more of the National Register of Historic Places criteria for significance, and/or the California Register of Historic Resources criteria for significance, and/or the criteria for listing in a local historic resource inventory.

Age Requirement.

Constructed ca. 1914, the subject residence at 2566 Homestead Road is over 50 years old and thus meets the age requirement.

Integrity Requirement.

Integrity refers to a property's ability to convey its significance . Significance is conveyed by the retention of a resource's visual and physical characteristics and its surroundings. The National Register of Historic Places criteria recognize seven aspects to integrity.

These are location , design, setting, materials, workmanship, feeling and association . To retain historic integrity , a property will always Continued on page 11 , Form 523L)
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possess severa l and usually most of these aspects . Both the California Register of Historic Resources and the City of Santa Clara Criteria for Local Significance follow the National Register integrity criteria .

The property at 1566 Homestead Road has been well maintained and the architectural integrity of the structure has not been diminished. There has been only minor alteration to the home's exterior since it was built, by the construction of an attached garage and alteration of the front entry door, porch railing, porch and entry step materials and original windows (the latter alterations are reversible) and the visual and character defining features of the historic building have been preserved and retained. The residence retains its original configuration and location. The historical use of the building has not changed and it remains a single-family home, preserving the majority of the qualities that reflect the period in which it was constructed.

The subject property retains enough of its historic character and appearance to be recognizable as a historic property and to convey the reason for its significance (integrity).

National Register of Historic Places Criteria.

There are not any events associated with the residence at 2566 Homestead Road which have made a significant contribution to the broad patterns of history or cultural heritage. It would therefore appear that the building would not be eligible for the National Register of Historic Places based on Criterion A (associated with events that have made a significant contribution to the broad patterns of our history). The building has had several sets of owners over the 110 years of its existence and none appear to reach the level of significant influence required under Criterion B to be considered eligible for the National Register . Neither do any of the other occupants appear to be significant to the history of the region, Nation or State of California. It would therefore appear that the building at 2566 Homestead Road would not be eligible for the National Register based on Criterion B (associated with the lives of persons significant in our past). While the residence is a nice example of the Colonial Revival architectural style that was constructed in ca. 1914, and under National Register Criterion C the residence at 2566 Homestead Road does "embody the distinctive characteristics of a type, period, or method of construction" and "represent[s] a significant and distinguishable entity whose components may lack individual distinction ," it does not appear to reach the level necessary to be eligible for the National Register of Historic Places under Criterion C.

California Register of Historic Resources Criteria
The Criteria for listing in the California Register of Historical Places are consistent with those for listing in the National Register.

However, they have been modified to better reflect the history of California at both a local and State level. Criterion 1 is the California Register equivalent of the National Register Criterion A (events). Agriculture played a dominant role in Santa Clara's economic development, becoming its primary industry during the last quarter of the 19th Century until the 1940s, as the large multi-acre parcels surrounding the town, mainly those lying to the west of the town limits, became covered with orchards. In 1914, the residence at 2566 Homestead Road was constructed as a farmhouse on a large multi-acre prune orchard, which was developed in this area. It is associated with the development of Santa Clara's agricultural industry, which made a significant contribution to Santa Clara history, and is bne of the only two farmhouse that remain tq.day. Based on its connection to the development of Santa Clara's agricultural industry, the property at 2566 Homestead Road appears to be eligible at a local level for the California Register based on Criterion 1. California Register Criterion 2, is the equivalent of National Register Criterion B (persons) and it is associated with the lives of the Rumbolz family, who as renown educators , are persons important to local history. Thus, it does appear to be eligible for the California Register under Criterion 2 at a local level . Criterion 3 addresses the distinctive characteristics of a type, period, region, or method of construction .

Considered "the dominant style for domestic building throughout the country during the first half of the twentieth century " about 40% of the homes built from 1910-1930 were constructed in the Colonial Revival style. Constructed ca. 1914, the subject building is a nice example of an early 20th Century Colonial Revival farmhouse. With a steeply pitched side-gabled roof that has boxed eaves and a moderate roof overhang , a boxed roof-wall junction decorated with dentil molding, verge boards decorated with modi/lions, the use of rounded arches on the main body of the house, a porch roof with a curved underside and the use of columns to support the roof, the residence does embody the distinctive characteristics of a type and period of construction . Even though post 1987 an attached garage Continued on page 12, Form 523L)
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was added, the original front entry door, porch, porch railing, entry steps and windows altered, the latter alterations are reversible and it retains its original configuration and location . Thus, it does appear to be eligible for the California Register under Criterion 3 at a local level,
In 2004, The City of Santa Clara adopted Criteria for Local Significance . Under these criteria , "any building , site, or property in the city that is 50 years old or older and meets certain criteria of architectural , cultural , historical , geographical or archaeological significance is potentially eligible ," to be a "Qualified Historic Resource ." Criterion A: Historical or Cultural Significance
No.1 The site, building or property has character , interest , integrity and reflects the heritage and cultural development of the city, region , state, or nation.

Constructed as a farmhouse in the early 20th Century, it is .reflective of that era and the type of construction favored by the local orchardistlfarmers . Associated with the development of Santa Clara's agricultural industry , it reflects Santa Clara's architectural heritage and is one of the only two farm houses remaining from the time when this area of Santa Clara was occupied by large fruit farms.

No. 3 The property is associated with an important individual or group, who contributed in a significant way to the political, social, and/or cultural life of the community .

The property is associated with Harry H. Rumbolz , an esteemed resident of Santa Clara, who was for decades was a dedicated English teacher at Santa Clara High School. He also was well known as a "skilled gardener who owned and operated Homestead Nursery on Homestead Road," and thus played a significant role in the middle of the 20th Century, in the agricultural development of the area. It is also associated with his wife, Marion Rumbolz, who was an elementary school music teacher in Santa Clara schools, She started her teaching career here and went on to become a renowned educator in Santa Clara. In 1952, when Scott Lane Elementary school was founded, Marion Rumbolz was hired as the new school's first principal , a job she would have until her retirement in 1964.

No .5. A building's direct association with broad patterns of local area history , including development and settlement patterns, early or important transportation routes or social , political, or economic trends and activities. Included is the recognition of urban street pattern and infrastructure .

This residence was constructed ca. 1914, as the residence for a local farmer and his family, Originally surrounded by prune orchards, this building is a large farmhouse that was built on property, which was one of the large fruit farms that developed in the Homestead Road area, outside of the town limits. These-farms contributed to the town's early economic success in agricultural-related industrie s.

Also, from its connection with the Town of Santa Clara's Lexington Street to Lawrence Station Road, the portion of Homestead Road on which the subject building was constructed , was the original roadway through the area and one of the area's earliest county roads.

Located outside of the City Limits, it would not be until In 1961, when the City of Santa Clara expanded its city limits to include this area that the residence 's along Homestead Road th this area would get an official Santa Clara address and the subject building would become known as 2566 Homestead Road. This residence is a perfect example of both Santa Clara's development pattern and its early transportation pattern in this area over the years.

The subject property does meet Criteria 1, 3 and 5 for Historically or Cultural Significance of the City of Santa Clara Criteria for Local Significance . However , it does not meet Criteria 2 or 4 for Historically or Cultural Significance .

Criterion B: Architectural significance
No.1. The property characterizes an architectural style associated with a particular era and/or ethnic group.

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Considered "the dominant style for domestic building throughout the country during the first half of the twentieth century" about 40% of the ~omes built from 1910-1930 were constructed in the Colonial Revival architectural style. This farmhouse was constructed ca. 1914, in a local interpretcjfion of the Colonial Revival architectural style. With a steeply pitched side-gabled roof that has boxed eaves and a moderate roof overhang , a boxed roof-wall junction decorated with dentil molding, verge boards decorated with modi/lions, the use of rounded arches on the main body of the house, a porch roof with a curved underside and the use of columns to support the roof, the residence is a nice example of this architectural style.

The subject property does meet Criterion 1 for Architectural Significance of the City of Santa Clara Criteria for Local Significance .

However , it does not meet Criteria for Architectural Significance 2, 3, 4, 5, 6 or 7.

Criterion C: Geographic significance
No.1. A neighborhood , group or unique area directly associated with broad patterns of local area history .

From 1846 when, designated as the Bennett Tract 1, it became one the earliest Mexican Land Grants given of Mission Santa Clara land to an American , and later, following California 's admission to the Union when now located outside of the Town limits on County land, the area in which the property at 2566 Homestead Road is located has been directly associated with the broad patterns Santa Clara's agricultural history. Originally planted with wheat, this area became part of the region's extensive wheat growing history and later this area became the heart of the fruit farms that were planted west of the Town of Santa Clara. It remained rural, orchard land until the last half of the 20th Century when the farms totally disappeared and residential and commercial development completely filled the area. Today, only two farmhouses remain from the several that once occupied the immediate region remain and the subject property at 2566 Homestead Road, located on portion of the original Bennett Tract 1 land grant, is the only farmhouse remaining from those that once occupied that tract and as such, represents and is directly associated with the broad patterns of local area history.

The subject property does meet Criterion 1 for Geographic Significance , of the City of Santa Clara Criteria for Local Significance .

However , it does not meet Criteria for Geographic Significance 2, 3 or 4.

Criteria for Archaeological Significance:

As the property at 2566 Homestead Road contains no known or unknown prehistoric or historic archaeological resources , it would not be Archaeologically Significant under any of the five of the City of Santa Clara's Criteria for Archaeological Resources. However, should any prehistoric or historic archaeological resources be uncovered in the future , this would be subject to change.

Conclusions and Recommendations
Currently, this property is on The City of Santa 'c!ara Architecturally or Historically Significant Properties list. In this update of the March 1981, Historic Resources Inventory for the City of Santa Clara, the evaluator finds 2566 Homestead Road to be a good example of the Colonial Revival architectural style, and to retain sufficient integrity to qualify as a historic property. It appears to be, based on compliance with the Local Significance Criteria, eligible for continued listing on the City of Santa Clara Architecturally or Historically Significant Properties List.

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HISTORIC MAPS
\ '
t
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I j_t _____ ~_r ____________ ~
.1i_l
1862
Topographical map of land granted to Mary S. Bennett, near the mission of Santa Clara: [Calif.] Surveyed by Jas. T. Stratton Oriented with North toward upper right corner and the Mission and Town of Santa Clara at the right of the map , this survey shows Mary Bennett's Tract 1 as it was finally confirmed on December 7, 1864. (U.S. District Court. California , Northern District. Land case 361 .) Note: The road on the map named San Francisco Road is today 's El Camino Real. f indicates the Bennett Tract 1.

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1862 San Francisco and San Jose Railroad Survey
Outlined in red is the Bennett Tract 1, showing its relationship to the neighboring properties and their owners. 0 Marks the location of some of the already developed orchards located in the surrounding area in 1862.

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Page_!§_ of 29 * Resource Name or# (Assign ed by record er) Caldwe/1-Rumbol z House *Recorded by: _ Lo_r_ie_G_a_r_ci_a _____ ____ _ _ *Date 06/08/2023 ~ Continuation ~ Update HISTORIC MAPS continued
1876 Thompson and West Historical Atlas of Santa Clara County This map illustrates the relationship of The Bennett Tract , on which the subject property is located , to the Town of Santa Clara and shows that at that time , the entire 355.05-acre Tract was owned by I.N. Thompson . Shown flowing from the top to the bottom, San Tomas Creek bisects the middle of the Bennet Tract. Note: The Bennett Tract was outside of the Town limits when this map was made and there was no road running through it. f Indicates Campbell Creek (today called Saratoga Creek). e Marks the location of the B. F. Watkins 12-acre portion of Bennett Tract in 1876. 0 Marks the location of a section of Hiram Shartzer's orchard located in the Bennett Tract in 1876. e Marks the area of the Bennett Tract, in which 2566 Homestead Road is located today.

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•
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HISTORIC MAPS continued

HIGHWAY
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Thomas Bros. Map circa 1930s
ROAD
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This map illustrates the connection of Homestead Road to Lexington Street in Santa Clara. Note : Gould Street is today 's Scott Boulevard, the San Francisco & San Jose Road is the El Camino Real and Lawrence Station Road is now Lawrence Expressway .

Shown flowing from the top to the bottom, San Tomas Creek bisects the map. As shown by the dotted-dashed line at this time , the City Limits ended on the east side of San Tomas.
f .... Indicates The Santa Clara City Limits.
0 Indicates the area in which 2566 Homestead Road is located.

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Aerial Map circa 1940s
c::::=> Indicates CALDWELL/RUMBOLZ Farmstead
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Page ___!2_ of 2 9 * Resource Name or# (Assigned by recorder) Caldwe/1-Rumbolz House *Record ed by: Lorie Garcia *Date 06/08/2023 ~ Continuation ~ Update ---- ------- ---- HISTORIC MAPS continued
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2014 City of Santa Clara Map with the Bennett Tract 1
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This map of the Bennett Tract 1, shown shaded in gray and overlaid on a current map of the City of Santa Clara, illustrates the size of the acreage encompassed by this land grant and its relationship to the area as it exists today. e Indicates 2566 Homestead Road.

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Page ___lQ__ of ~ * Resource Name or# (Assign ed by recorder) Ca/dwe/1/Rumbolz House *Recorded by: _Lo_r_ie_G_a_r_c_ia _ ______ __ *Date 06/08/2023 ~ Continuation ~ Update HISTORIC PHOTOS - 2566 Homestead Road
Circa 1950 aerial photograph of a portion of the Rumbolz property The photo shows the farm buildings on the site. The subject farm house is the two-story residence between the tankhouse ana the street and shaded by the large tr~es. Other farm buildings, shown left to right, include the large packing house and barn. The Farm complex is surrounded by an orchard of prune trees located behind and to the right, and Harry Rumbolz's Homestead Nursery to the left. Shown crossing diagonally from bottom left to middle right of the photo , Homestead Road runs in front of the property. The car shown on the road is heading west, away from the Town of Santa Clara.

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Page _lL__ of 29 *Resource Name or# (Assigned by recorder) Caldwe/1/Rumbolz House *Recorded by: _L_o_ri_e_G_a_rc_ia _________ __ _ *Date 06/08/2023 ~ Continuation ~ Update HISTORIC PHOTOS - 2566 Homestead Road (continued)
April 1979 Photo
This 1979 photo shows the front entry steps , porch , main entry door and front windows as they originally appeared , prior to the post- 1987 alterations .

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Page _E_ of 29 * Resource Name or# (Assigned by recorder) Caldwe/1/Rumbo/z House *Recorded by: _ L_o_ri_e_G_a_r_c_ia __________ _ *Date 06/08/2023 ~ Continuation I .

HISTORIC PHOTOS & DOCUMENTS - Owners
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REGISTRAR'S REPORT
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•k'td 11-uol •ll ol hb a-"•w•ro .;if .,.h k h. I I,.,... kn•wl•cl;:~ • .-. tru,o, •A•UPt - foU.,,,..,., u,ca l Surd r,o, 01 .191ari 11 0 .'l
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f III dw u .. , : 1.11,11( . $11" ,l(IK •..at
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,n, .. ,1u .. , ., ,., t-. 1 a..., ..... _.. ,...1..1..1-,.J 1hr ••·••"' • t111, 1lwurtolnl"<lt..,Mo,...,_.._,,._U ... ,-lo(., 4.,.11i,;..1,,.._ , William Edwin Caldwell
World War I Draft Registration Card
~ Update
This Draft Registration card , dated September 12, 1918, not only verifies that at that time William Caldwell was living in his house on Homestead Road (there were no house numbers so Route A Box 74 was its address) and that his mother lived with him but also that he worked as an orchardist on his own farm and was of medium height with gray eyes and black hair .

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Page ___ZL_ of 29 * Resource Name or# (Assigned by recorder) Caldwe/1/Rumbolz House *Recorded by: _ L_or_ie_G_a_rc_ia _____ _____ _ *Date 06/08/2023 ~ Continuation HISTORIC PHOTOS & DOCUMENTS - Owners
Harry H. Rumbolz- Santa Clara High School Yearbook Photos 1945 1959
Update
An article about Harry Rumbolz once stated, "As a dedicated English teacher, Harry Herman Rumbold would have explained the phrase "still waters run deep" to his Santa Clara High School English students as a bromide about a quiet person. " And as these photos show not only was he a "quiet person," he always had a kindly smile .

These photos from the Faculty Section of the Santa Clara Union High School Yearbook span 15 years of Harry Rumbolz 's teaching at Santa Clara High. The classes he taught during that period are listed in 1945 as English , Business Arithmetic and Orientation but for the following years it apitears that he only taught English.

DPR 523L (1 /95) * Required information
State of California - The Resources Agency

DEPARTMENT OF PARKS AND RECREATION

CONTINUATION SHEET
Primary#
HRI #
Trinomial

*Recorded by: _ L_or_ie_G_a_rc_ia ___________ _ *Date 06/08/2023 ~ Continuation '-=·
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Additional Photos
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Update
The above 2023 Google aerial photo shows the current location of 2566 Homestead Road in the block between San Tomas Expressway, Homestead Road , Layton Street and Barcells Avenue. When the house was constructed, this area was all rural orchard land.

In the aerial photo of 2655 Homestead Road seen to the left, the classic roof form of the Colonial Revival architectural style's side­ gabled roof subtype is clearly exhibited. Note the front-gabled g~rage that was later attached to the SW corner of residence's rear fa~ade.

DPR 523L (1 /95) * Required information
State of California - The Resources Agency

DEPARTMENT OF PARKS AND RECREATION

CONTINUATION SHEET
Primary#
HRI #
Trinomial

*Recorded by: _L_o_ri_e_G_a_r_c_ia _______ _ _ _ _ _ *Date 06/08/2023 ~ Continuation ~ Update Photo No: 100_3151
View : Front Fa~ade and partial West side-elevation
Photo Date: May 2023
Camera Facing: Southeast
Photo No: 100_3116
View : East side-elevation and rear fa~ade
Photo Date: May 2023
Camera Facing: Northwest
DPR 523L (1 /95)
Additional Photos
Photo No: 100_3119
View: East side-elevation
Photo Date: May 2023
Camera Facing : West
Photo No: 100_3112
View: Rear Fa~ade
Photo Date : May 2015
Camera Facing: NNW
* Required inform ation
State of California - The Resources Agency

DEPARTMENT OF PARKS AND RECREATION

CONTINUATION SHEET
Primary#
HRI#
Trinomial

*Recorded by: _ L_o_ri_e_G_a_r_c_ia ___________ _ *Date 06/08/2023 ~ Continuation ~ Update Additional Photos - Garage and Dormers
Photo No: 100_3114
View: Garage and driveway
Photo Date : May 2023
Camera Facing : West
Photo No : 100_3113
View: Rear Dormer
Photo Date : May 2023
Camera Facing : North
DPR 523L (1 /95)
Photo No : 100_3148
View: Front-facing Dormer. Notice the dentil molding at the dormer's boxed roof-wall junction .

Photo Date : May 2023
Camera Facing: West
Photo No: 100_3110
View : Rear Dormer
Photo Date : May 2015
Camera Facing: NNW
* Requir ed informa tion
State of California - The Resources Agency

DEPARTMENT OF PARKS AND RECREATION

CONTINUATION SHEET
Primary#
HRI #
Trinomial

*Recorded by: _L_o_rie_G_a_rc_i_a __________ _ *Date 06/08/2023 ~ Continuation ~ Update Additional Photos - Front Entry & Porch
L-e. _ __ _
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Photo No: 100_3060
View: Gabled Front Entry, front steps with stoops and front door .

Photo Date: May 2023
Camera Facin : South
Photo No: 100_3166 ; View: Front porch looking east from doorway.

Photo Date : May 2023
Photo No: 100_3167; View: Front porch looking W from front window.

Photo Date: May 2023
DPR 523L (1/95) *Required information
State of California - The Resources Agency

DEPARTMENT OF PARKS AND RECREATION

CONTINUATION SHEET
Primary#
HRI#
Trinomial

*Recorded by: _ L_o_rie_ G_a_rc_i_a __________ _ *Date 06/08/2023 ~ Continuation ~ Update Additional Photos - Details: Front porch and entry steps/stoops Photo No : 100_3169 ; View : Porch junction with house .

Photo Date : May 2023; Camera Facing : Southwest
Photo No: 100_3180 ; View: East brick stoop & front steps.

Photo Date: May 2023; Camera Facing : Southeast
DPR 523L (1 /95)
Photo No: 100_3170 ; View: NW corner between porch front and side.

Photo Date: May 2023; Camera Facing : West
Photo No : 100_3182 ; View: West brick stoop showing connect ion with wood clapboard siding on porch's main body .

Photo Date: May 2015; Camera Facing: NNW
* Required information
State of California - The Resources Agency

DEPARTMENT OF PARKS AND RECREATION

CONTINUATION SHEET
Primary#
HRI#
Trinomial

* Recorded by: _ L_o_rie_ G_a_r_c_ia _________ _ _ *Date 06/08/2023 ~ Continuation ~ Upda te Additional Photos - Architectural Details
1,.~ .
f&1\•
;; .~/f;;
,lJ}j~~i1•h ~,~
Photo No: 100_3133; View : East side-elevat ion showing decorative chimney with stepped side and arched recess . double­ hung & casement windows with wide flat trim, dentil molding and scrolled brackets under the eaves .

Photo Date : Ma 2023; Camera Facin : West
DPR 523L (1 /95 ) * Req uired i nfo rmation
Secretary of Interior's Standards for Rehabilitation

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

2. The historic character of a property will be retained and preserved. The removal of distinctive materials or alteration offeatures, spaces, and spatial relationships that characterize a property will '
be avoided.

3. Each property will be recognized as a physical record of its time, place, and use. Changes that create a false sense of historical development, such as adding conjectural features or elements from other historic properties, will not be undertaken.

4. Changes to a property that have acquired historic significance in their own right will be retained and preserved.

5. Distinctive materials, features, finishes, and construction techniques or examples of craftsmanship that characterize a property will be preserved.

6. Deteriorated historic features will be repaired rather than replaced. Where the severity of deterioration requires replacement of a distinctive feature, the new feature will match the old in design, color, texture, and, where possible, materials. Replacement of missing features will be substantiated by documentary and physical evidence.

7. Chemical or physical treatments, if appropriate, will be undertaken using the gentlest means possible. Treatments that cause damage to historic materials will not be used.

8. Archeological resources will be protected and preserved in place. If such resources must be disturbed, mitigation measures will be undertaken.

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

10. New additions and adjacent or related new construction will be undertaken in such a manner that, if removed in the future, the essential form and integrity of the historic property and its environment would be unimpaired.

The Rumbolz Farmhouse
2566 Homestead Rd
Santa Clara, CA, 95051
Date: 05/31/2022
To,
City Council
City of Santa Clara
Subject: Request to apply for qualification under the Mills Act Historical Property Contract Program
Dear Members of the city council,
We, the undersigned, purchased "The Rumbolz Farmhouse" at 2566 Homestead Rd, Santa Clara, a house that holds historical significance in Santa Clara. This house was first built in the 1910s and we are delighted to be able to call this landmark Santa Clara residence our first home in California. As a history buffs, we took immense pride to own a piece of Santa Clara history and we are committed to preserve the house sothat it can preserve Santa Clara history for another 100 years.

The stately two-story Period Revival farmhouse - built around 1915 - is a living emblem of the past, with its craftsman-style hipped roof, dormers, and railed porches on each level. The house has been sitting quietly behind stately redwood trees for over 100 years. The house itself was listed in "Annual Santa Clara Historic home tour in 2014". We believe this house is unique in the neighborhood and we would like to apply for qualification under the Mills Act Historical Property Contract Program to maintain the historical significance and character of the house. We intend to use the funds made available to us from the deduction in property taxes toward maintaining and preserving the distinctive character of the house.

Thank you.

Sincerely,
Thulasi Ram Peddineni & Anusha Naidu Bojja Venkata
Phone:2067085607

The Description of the Historic Property
Preservation and Restoration Efforts
Exhibit “C”
S.No. Year Project Estimated Cost

1. 2024 Fumigation of the home to ensure pests are causing damage to the house.
$2400
2 2024 Clean and upgrade insulation to the crawl space. Add a fan to remove trapped air periodically
$5000
3 2024-
2025
There is rot at several places in the master bathroom
and second bathroom because of water stagnation due
to sloppy flooring. Fix the bathroom flooring and update the wash basins to batch the flooring style.
$30,000
4 2025 Replace front door that has become hard to use. Match with the existing style and use the similar high-quality wood.
$8,000
7 2025 Inspection and regular maintenance including pest inspection and pest treatment as necessary.
$3,500
2025 Because of the unavoidable effects of climate change, nowadays more attention is being given to energy,
its production, and its consumption. We plan to replace the already outdated equipment currently in the house
with new, more efficient equipment:
• Replace the existing air-conditioner for second level in the house (existing one is atleast 15 years old). Also, install HVAC to the downstairs. This requires us to
update entire HVAC to avoid damage to crawlspace.
• New tankless water heaters (current ones are ~12
years old). Tankless water heaters reduce the chances
of fires within the house thus ensuring that there is no damage to house.
$25,000
5 2025 Exterior Painting and Interior Maintenance - Upgrade electrical wiring throughout the house (bedrooms, living room, foyer). Upgrade furnace and upgrade ventilation
system.- as necessary
$15,000

7. 2026 Increase slopeness of sideyard. Today rainwater from gutter slows to the side of the house and will form a
small pond on side of the house during rainy season.

This can lead to water entering into to the basement as well as foundation. We will move the drainpipe to a
different place as well as add extra layer of soil and
concrete sothat it doesn’t form the pond. Improve
rainwater management around the perimeter of the
house: The existing grade (soil) around the house is
inadequately sloped (towards the house) which can
lead to foundation settlement and compromise the
structural integrity of the historic residence. The grade $20,000
also contacts the historic wood siding /framing which
can lead to rot and termite damage. Therefore, we
propose to regrade around the perimeter of the
residence as required by the building code, correct
improperly sloped roof gutters.
8 2026-
2027
Epoxy repair of Historic Wood Doors and Windows
This work to be done following the Secretary of the
Interiors Standards for the Treatment of Historic
Properties: a) repair dry rot on numerous doors and
windows to avoid replacement where possible, b) add
weatherstripping, add insulation, and perform other
retrofit work to improve the energy efficiency of these historic character-defining features and materials
$15,000
9 2027 Inspection and regular maintenance including pest inspection and pest treatment as necessary.
$3,500
10 2028 Exterior Painting and Interior Maintenance – change the interior staircase that got loose over time. Will replace the staircase keeping the style as it is - as necessary $10,000
11 2029 Inspection and regular maintenance including pest inspectionand pest treatment as necessary.
$3,500
12 2030 Exterior Painting and Wood work maintenance -Termite Treatment in both house and garage, repair decayed
wood at base of siding and other miscellaneous places,
repair of dry rot anywhere it has appeared on the
exterior wood, in preparation for
repainting of the entire structure as necessary. Match
the original wood work to ensure that style is
preserved.
$25,000
14 2031-
2032
Replace composition Cool roof (Will be ~30 years by
that time).
$60,000
15 2033 Inspection and regular maintenance including pest inspection and pest treatment as necessary.
$3,500

Regular maintenance (~10K/year) includes but is not limited to following:

1. Maintain front garden and its upkeep. Costs $1600/year in HOA.

2. Maintenance of plumbing issues, taps, electric wiring, leaks.

3. Regular maintenance covering accidental damage

4. Regular maintenance to adhere to the latest city codes whenever possible and permitted.

5. Inspection includes regular inspection and focused inspection depending on the condition of the home.

Historic Property Preservation Agreement/2566 Homestead Road Typed: 08/14/2023

RECORD WITHOUT FEE
PURSUANT TO GOV'T CODE SECTION 6103

Recording Requested by:

Office of the City Attorney
City of Santa Clara, California

When Recorded, Mail to:

Office of the City Clerk
City of Santa Clara
1500 Warburton Avenue
Santa Clara, CA 95050

Form per Gov't Code Section 27361.6 [SPACE ABOVE THIS LINE FOR RECORDER'S USE]

HISTORIC PROPERTY PRESERVATION AGREEMENT

This Agreement, (herein, "Agreement"), is made and entered into this ___ day of ___________, 2023, ("Effective Date"), by Thulasiram Peddineni and Anusha Naidu Bojja Venkata, owners of certain real property located at 2566 Homestead Road , Santa Clara, CA 9505 1 (“OWNERS”) and the City of Santa Clara, California, a chartered California municipal corporation with its primary business a ddress a t 1500 War burton Avenue, Santa Cla ra, California 95050 ("CITY"). CITY and OWNERS may be referred to herein individually as a "Party" or collectively as the "Parties" or the "Parties to this Agreement."

A. Recitals.
(1) California Government Code Section 50280, et seq. authorizes the CITY to enter into a contract with the OWNERS of qualified Historical Property to provide for the use, maintenance, and restoration of such Historical Property so as to retain its characteristics as property of historical significance.

(2) OWNERS possesses fee title in and to that certain real property, together with associated structures and improvements thereon, shown on the 2023 Santa Clara County Property Tax Rolls as Assessors' Parcel Number 294-55-001, and generally located at the street address 1053 Lexington Street, in the City of Santa Clara ("Historic Property"). A legal description of the Historic Property is attached hereto as "Legal Description," marked as "Exhibit "A," and incorporated herein by reference.

(3) The Historic Property is on the City of Santa Clara Architecturally or Historically Significant Properties list. OWNERS submitted a Mills Act Proposal to City on May 31, 2023. The Proposal included a Primary Record from the State of California’s Depa rtment of Parks a nd Recreation. A true and correct copy of the Proposal is attached to this Agreement as “Exhibit B”.

(4) CITY and OWNER S, for their mutual benefit, now desire to enter into this Agreement both to protect and preserve the characteristics of historical significance of the Historic Property and to qualify the Historic Property for an assessment of valuation pursuant to Section 439.2 of the California Revenue and Taxation Code.

Historic Property Preservation Agreement/2566 Homestead Road Typed: 08/14/2023

B. Agreement.

NOW, THEREFORE, CITY and OWNERS, in consideration of the mutual covenants and conditions set forth herein, do hereby agree as follows:

(1) Effective Date and Term of Agreement . The term of this Agreement shall commence on the effective date of this Agreement and shall remain in effect for a term of ten (10) years thereafter. Each year upon the anniversary of the effective date, such term will automatically be extended as provided in paragraph 2, below.

(2) Renewal.
(a) Each year on the anniversary of the effective date of this Agreement, ("renewal date"), one (1) year shall automatically be added to the term of this Agreement unless notice of nonrenewal is mailed as provided herein.

(b) If either the OWNER S or CITY desires in any year not to renew the Agreement, OWNERS or CITY shall serve written notice of nonrenewal of the Agreement. Unless such notice is served by OWNERS to CITY at least ninety (90) days prior to the annual renewal date, or served by CITY to OWNERS at least sixty (60) days prior to the annual renewal date, one (1) year shall automatically be added to the balance of the rem aining term of the Agreement as provided herein.

(c) OWNERS may make a written protest of a nonrenewal notice issued by CITY.

CITY may, at any time prior to the annual renewal date of the Agreement, withdraw its notice to OWNERS of nonrenewal. If either CITY or OWNERS serves notice to the other of nonrenewal in any year, the Agreement shall remain in effect for the balance of the term then remaining, from either original execution date or the last renewal date of the Agreement, whichever is applicable.

(3) Standards for Historical Property. During the term of this Agreement, the Historic Property shall be subject to the following conditions, requirements, and restrictions:

(a) OWNERS shall preserve and maintain the c haracteristics of historical significance of the Historic Property. "The Secretary of the Interior's Standards for Rehabilitation," marked as “Exhibit C” to this agreement, and incorporated herein by this reference, contains a list of those minimum s tandards and conditions for maintenance, use, and preservation of the Historic Property, which shall apply to such property throughout the term of this Agreement.

(b) OWNERS shall, when necessary or as determined by the Director of Planning and Inspection, restore and rehabilitate the property to conform to the rules and regulations of the Office of Historic Preservation of the State Department of Parks and Recreation, the United States Secretary of the Interior Standards for Rehabilitation and the California Historical Building Code and in accordance with the attached schedule of potential home improvements, drafted by the OWNERS and approved by the City Council, attached hereto as "The Description of the Preservation and Restoration Efforts," marked as “E xhibit D” to this agreement, and incorpor ated herein by this reference.

Historic Property Preservation Agreement/2566 Homestead Road Typed: 08/14/2023

(c) OWNERS shall allow, and CITY requires, that after five (5) years, and every five (5) years thereafter, an inspection of the property’s interior and exterior shall be conducted by a party appointed by CITY, to determine O WNERS’ continued compliance with the terms of this Agreement. OWNERS acknowledge that the required inspections of the interior and exterior of the property were conducted prior to the effective date of this Agreement.

(4) Provision for Information.
(a) OWNERS hereby agree to furnish CITY with any and all information requested by the CITY to determine compliance with the terms and provisions of this Agreement.

(b) It shall be the duty of the OWNERS to keep and preserve, for the term of the Agreement, all records as may be necessary to determine the eligibility of the property involved, and the OWNERS compliance with the terms and provisions of this Agreement, including, but not limited to blueprints, permits, h istorical and/or architectural review appr ovals, and schedules of potential home improvements drafted by the OWNERS and approved by the City Council.

(5) Cancellation.
(a) CITY, following a duly noticed public hearing as set forth in Cal ifornia Government Code Section 50280, et seq., shall cancel this Agreement or bring an action in court to enforce this Agreement if it determines any one of the following:

(i) the OWNER S breached any of the terms or conditions of this Agreement; or

(ii) the OWNERS have allowed the property to deteriorate to the point that it no longer meets standards for a qualified historic property.

(b) CITY may also cancel this Agreement if it determines that:

(i) the OWNERS have allowed the property to deteriorate to the point that it no longer meets building standards of the City Code and the codes it incorporates by reference, including, but not limited to, the Uniform Housing Code, the California Historical Building Code, the California Fire Code, and the Uniform Code for the Abatement of Dangerous Buildings or;

(ii) the OWNER S have not complied with any other local, State, or federal laws and regulations.

(iii) the OWNERS have failed to restore or rehabilitate the property in the manner specified in subparagraph 3(b) of this Agreement.

(c) In the event of cancellation, OWNERS shall pay those cancellation fees set forth in Cal ifornia Government Code Section 50280, et seq. As an alternative to cancellation, OWNERS may bring an action in court to enforce the Agreement.

(6) No Waiver of Breach.

Historic Property Preservation Agreement/2566 Homestead Road Typed: 08/14/2023

(a) No waiver by CITY of any breach under this Agreement shall be deemed to be a waiver of any other subsequent breach. CITY does not waive any claim of breach by OWNERS if CITY does not enforce or cancel this Agreement. All other remedies at law or in equity which are not otherwise provided for under the terms of this Agreement or in the City's laws and regulations are available to the City.

(7) Mediation.
(a) Any controversies between OWNERS and CITY regarding the construction or application of this Agreement, and claim arising out of this contract or its breach, shall be submitted to mediation upon the written request of one party after the service of that request on the other party.

(b) If a dispute arises under this contract, either party may demand mediation by filing a written demand with the other party.

(c) The parties may agree on one mediator. If they cannot agree on one mediator, there shall be three: one named in writing by each of the parties within five days after demand for mediation is given, and a third chosen by the two appointed. Should either party refuse or neglect to join in the appointment of the mediator(s) or to furnish the mediator(s) with any papers or information demanded, the mediator(s) may proceed ex parte.

(d) A hearing on the matter to be arbitrated shall take place before the mediator(s) in the city of Santa Clara, County of Santa Clara, State of California, at the time and place selected by the mediator(s). The mediator(s) shall select the time and place promptly and shall give party written notice of the time and place at least fifteen (15) days before the date selected. At the hearing, any relevant evidence may be presented by either party, and the formal rules of evidence applicable to judicial p roceedings shall not govern. Evidence may be admitted or excluded in the sole discretion of the mediator(s). The mediator(s) shall hear and determine the matter and shall execute and acknowledge the award in writing and cause a copy of the writing to be delivered to each of the parties.

(e) The submission of a dispute to the mediator(s) and the rendering of a decision by the mediator(s) shall be a condition precedent to any right of legal action on the dispute. A judgment confirming the awa rd may be given by any Superior Court having jurisdiction, or that Court may vacate, modify, or correct the award in accordance with the prevailing provisions of the California Mediation Act.

(f) Each party shall bear their own cost(s) of mediation.

(8) Binding Effect of Agreement.
(a) The OWNERS hereby subjects the Historic Property described in Exhibit "A" hereto to the covenants, reservations, and restrictions as set forth in this Agreement. CITY and OWNERS hereby declare their specific intent that the covenants, reservations, and restrictions as set forth herein shall be deemed covenants running with the land and shall pass to and be binding upon the OWNERS successors and assigns in title or interest to the Historic Property. Each and every contract, deed, or other instrument hereinafter executed, covering, encumbering, or conveying the Historic Property, or any portion thereof, shall conclusively be held to have been executed, delivered, and accepted subject to the covenants, reservations, and restrictions expressed in this Agreement, Historic Property Preservation Agreement/2566 Homestead Road Typed: 08/14/2023

regardless of whether such covenants, reservations, and restrictions are set forth in such contract, deed, or other instrument.

(b) CITY and OWNERS hereby declare their understanding and intent that the burden of the covenants, reservations, and restrictions set forth herein touch and concern the land in that OWNERS’ legal interest in the Historic Property.

(c) CITY and OWNERS hereby further declare their understanding and intent that the benefit of such covenants, reservations, and restrictions touch and concern the land by enhancing and maintaining the historic characteristics and significance of the Historic Property for the benefit of the CITY, public (which includes, but is not limited to the benefit to the public street generally located at 2566 Homestead Road), and OWNERS.

(9) Notice.
(a) Any notice required to be given by the terms of this Agreement shall be provided at the address of the respective parties as specified below or at any other address as may be later specified by the parties hereto.

CITY: City of Santa Clara
Attn: City Clerk
1500 Warburton Avenue
Santa Clara, CA 95050

OWNERS: Thulasiram Peddineni Anusha Naidu Bojja Venkata 2566 Homestead Road 2566 Homestead Road
Santa Clara, CA 95051 Santa Clara, CA 95051

(b) Prior to entering a contract for sale of the Historic Property, OWNERS shall give thirty (30) days notice to the CITY and it shall be provided at the address of the respective parties as specified above or at any other address as may be later specified by the parties hereto.

(10) No Partnership or Joint Enterprise Created . 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.

(11) Hold Harmless and Indemnification. To the extent permitted by law, OWNERS agree to protect, defend, hold harmless and indemnify CITY, its City Council, commissions, officers, agents, and employees from and against a ny claim, injury, liability, loss, cost, and/or expense or damage, however same may be caused, including all costs and reasonable attorney's fees in providing a defense to any claim arising there from for which OWNERS shall become legally liable arising from OWNERS ’ acts, errors, or omissions with respect to or in any way connected with this Agreement.

(12) Attorneys' Fees. 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 Historic Property Preservation Agreement/2566 Homestead Road Typed: 08/14/2023

may recover all reasonable attorney's fees to be fixed by the court, in addition to costs and other relief ordered by the court.

(13) Restrictive Covenants Binding . All of the agreements, rights, covenants, reservations, 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 or in any manner pursuant to this Agreement.

(14) Mills Act Historic Property Contract Application Requirements. An application for a Mills Act Historic Property Contract shall be made through the Planning Division and shall include the following:

a. a Historic Resources Inventory form;

b. the descrip tion o f the preservation or restoration efforts to be undertaken as referenced in paragraph 3 (b) as Exhibit "D";

c. a statement of justification for the Mills Act Historic Property designation and reassessment; and,

d. the Mills Act Historic Property Contract filing fee pursuant to paragraph 17.

(15) Mills Act Historic Property Contract Approval. Based upon the Historical and Landmarks Commission's ("Commission") review of the Mills Act Historic Property Contr act criteria and recommendation to Council, and based upon the recommendation and approval by Council, a Mills Act Historic Property Contract may be entered into with OWNERS. The decision of the City Council shall be final and conclusive in the matter.

(16) Recordation and Notice. 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 Santa Clara.

(17) Fees. The Planning Department may colle ct s uch Mills Act H istoric Property Contract application fee of 8,078.70 (eight thousand, seventy-eight dollars and seventy cents), or other fees for the administration of this contract as are authorized from time to time by t he City Council. Such fees do not exceed the reasonable cost of providing the service for which these fees are charged. OWNERS shall pay the County Recorder's Office recordation fees for recordation of this Mills Act Historic Property Contract a nd the recordation of the OWNERS updated Historic Resources Inventory form.

(18) Ordinary Maintenance. Nothing in this contract shall be construed to prevent the ordinary maintenance or repair of any exterior architectural feature in or on any Historic Property covered by this contract that does not involve a change in design, material, or external appearance thereof, nor does this contract prevent the construction, reconstruction, alteration, restoration, demolition, or removal of any such external architectural feature when the Director of Planning and Inspection determines that such action is required for the public safety due to an unsafe or dangerous Historic Property Preservation Agreement/2566 Homestead Road Typed: 08/14/2023

condition which cannot be rectified through the use of the California Historical Building Code and when such architectural feature can be replaced according to the Secretary of Interior's Standards.

(19) California Historic al Building Code . The California Historic al Building Code ("CHBC") provides alternative building regulations for the rehabilitation, preservation, restoration, or relocation of structures designated as Historic Properties. The CITY's building permit procedure shall be utilized for any Historic Property which is subject to the provisions of this Agreement, except as otherwise provided in this Agreement or the CHBC. Nothing in this Agreement shall be deemed to prevent any fire, building, health, or safety official from enforcing laws, ordinances, rules, regulations, and standards to protect the health, safety, welfare, and property of the OWNER S or occupants of the Historic Property or the public.

(20) Conservation Easements.
(a) Conservation easements on the facades of the Historical Property may be acquired by the CITY, or on the CITY's behalf, by a nonprofit group designated by the CITY through purchase, donation, or condemnation pursuant to California Civil Code Section 815.

(b) The OWNERS, occupant, or other person in actual charge of the Historical Property shall keep in good repair all of the exterior portions of the Historic Property, and all interior portions thereof whose maintenance is necessary to prevent deterioration and decay of any exterior architectural feature.

(c) It shall be the duty of the Director of Planning and Building Inspection to enforce this section.

(21) Severability. If any section, sentence, clause, or phrase of this Agreement is, for any reason, held to be invalid or unconstitutional by a decision of any court of competent jurisdiction, or by subsequent preemptive legislation, such decision shall not affect the validity and enforceability of the remaining provisions or portions of this Agreement. CITY and OWNERS hereby declare that they would have adopted this Agreement, and each section, sentence, clause, or phrase thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses, or phrases may be declared invalid or unconstitutional.

(22) Integrated Agreement - Totality of Agreement. This Agreement embodies the agreement between CITY and OWNER S and its terms and conditions. No o ther understanding, agreements, or conversations, or otherwise, with any officer, agent, or employee of CITY prior to execution of this Agreement shall affect or modify any of the terms or obligations contained in any documents comprising this Agreement. Any such verbal agreement shall be considered as unofficial information and in no way binding upon CITY.

(23) Captions. The captions of the various sections, paragraphs and subparagraphs are for convenience only and shall not be considered or referred to in resolving questions of interpretation.

(24) Statutes and Law Governing Contract. This Agreement shall be governed and construed in accordance with the statutes and laws of the State of California.

Historic Property Preservation Agreement/2566 Homestead Road Typed: 08/14/2023

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

IN WITNESS WHEREOF, CITY and OWNERS have executed this Agreement on the day and year first written above.

CITY OF SANTA CLARA, CALIFORNIA,
a chartered California municipal corporation

APPROVED AS TO FORM:

___________________________ ______________________________ GLEN R. GOOGINS JŌVAN D. GROGAN
City Attorney City Manager
City of Santa Clara
1500 Warburton Avenue
Santa Clara, CA 95050
Telephone: (408) 615-2210
Fax: (408)-241-6771

“CITY”

Thulasiram Peddineni and Anusha Naidu Bojja Venkata,
Owners of 2566 Homestead Road

By: _____________________________ By:____________________________ Thulasiram Peddineni Anusha Naidu Bojja Venkata
2566 Homestead Road 2566 Homestead Road
Santa Clara, CA 95051 Santa Clara, CA 95051

Historic Property Preservation Agreement/2566 Homestead Road Typed: 08/14/2023

“OWNERS”

Exhibits:

A – Property Description
B – Primary Record
C – Standards for Rehabilitation
D – Restoration Schedule

I:\PLANNING\2023\Project Files Active\PLN23-00285 2566 Homestead (Mills Act)\Mills Act Contract.doc

City of Santa Clara
Meeting Minutes
Historical & Landmarks Commission
Draft
6:00 PM Hybrid Meeting
City Hall Council
Chambers/Virtual
1500 Warburton Avenue
Santa Clara, CA 95050
09/07/2023
The City of Santa Clara is conducting the Historical and Landmarks Commission meeting in a hybrid manner (in-person and methods for the public to participate remotely) • Via Zoom:
o https://santaclaraca.zoom.us/j/97233262035 or
o Phone: 1 (669) 900-6833
Webinar ID: 972 3326 2035
Public Comments prior to meeting may be submitted via email to [email protected] no later than noon on the day of the meeting.

Clearly indicate the project address, meeting body, and meeting date in the email.

PUBLIC PARTICIPATION IN ZOOM WEBINAR:

Please follow the guidelines below when participating in a Zoom Webinar:
- The meeting will be recorded so you must choose 'continue' to accept and stay in the meeting.
- If there is an option to change the phone number to your name when you enter the meeting, please do so as your name will be visible online and will be used to notify you that it is your turn to speak.
- Mute all other audio before speaking. Using multiple devices can cause an audio feedback. - Use the raise your hand feature in Zoom when you would like to speak on an item and lower when finished speaking. Press *9 to raise your hand if you are calling in by phone only. - Identify yourself by name before speaking on an item. - Unmute when called on to speak and mute when done speaking. If there is background noise coming from a participant, they will be muted by the host. Press *6 if you are participating by phone to unmute.
- If you no longer wish to stay in the meeting once your item has been heard, you may leave the meeting.

CALL TO ORDER AND ROLL CALL
Chair Leung called the meeting to order at 6:03 p.m.

Commissioner Michael Celso , Commissioner Amy Kirby, Chair Patricia Leung, Commissioner Kathleen Romano, Vice Chair Ana Vargas-Smith , and Commissioner Yvonne Inciarte
Present 6 -

09/07/2023Historical & Landmarks Commission Meeting Minutes Commissioner Ed StocksAbsent 1 -
A motion was made by Commissioner Vargas-Smith, seconded by Commissioner Celso, to excuse Commissioner Stock's absence.

Aye: Commissioner Celso, Commissioner Kirby, Chair Leung, Commissioner Romano, Vice Chair Vargas-Smith, and
Commissioner Inciarte
6 -

Absent: Commissioner Stocks1 -

CONSENT CALENDAR
Commissioner Romano, seconded by Commissioner Vargas-Smith, voted to approve Items 1.A and 1.B on the Consent Calendar.

Aye: Chair Leung, Commissioner Romano, Vice Chair Vargas-Smith, and Commissioner Inciarte
4 -
Excused: Commissioner Stocks1 -
Abstained: Commissioner Celso, and Commissioner Kirby2 -

1.A 23-914 Historical and Landmarks Commission Minutes of June 29, 2023

1.B 23-974 Historical and Landmarks Commission 2024 Calendar of Meetings

1.C 23-882 Consideration of a Historical Preservation Agreement (Mills Act Contract) for 2566 Homestead Road
Item 1.C was moved to GENERAL BUSINESS at the request of Chair Leung.

A motion was made by Commissioner Romano, seconded by
Commission Vargas-Smith to recommend approval to the City Council with a recommendation that any future changes to the residence reflect the pre-1987 condition.

Aye: Commissioner Celso, Commissioner Kirby, Chair Leung, Commissioner Romano, Vice Chair Vargas-Smith, and
Commissioner Inciarte
6 -
Excused: Commissioner Stocks1 -

PUBLIC PRESENTATIONS

GENERAL BUSINESS

09/07/2023Historical & Landmarks Commission Meeting Minutes

2. 23-975 Study Session: Historical and Landmarks Commission Roles and Responsibilities
City Attorney Glen Googins provided a presentation to the Commission.

3. 23-976 Study Session: Draft Downtown Precise Plan
Planning Manager Lesley Xavier provided a presentation to the Commission. There were three public speakers:

Jonathon Evans
Noah MacDonald
Ed Stocks

4. 23-973
Election of Historical and Landmarks Commission Chair and Vice Chair A motion was made by Commissioner Celso, seconded by
Commissioner Romano, to continue the item to the October 5, 2023 HLC meeting.

Aye: Commissioner Celso, Commissioner Kirby, Chair Leung, Commissioner Romano, Vice Chair Vargas-Smith, and
Commissioner Inciarte
6 -
Excused: Commissioner Stocks1 -

STAFF REPORT

1. Berryessa Adobe Maintenance

2. Historic Context Statement Cost Estimates
Principal Planner Rebecca Bustos provided a general cost estimate to the Commission for a City Historic Context Statement and an Old Quad specific Context Statement.

The Commission asked that staff review options for use of the 2022 Historic Preservation Fund Grant from the State Historic Preservation Office to determine if the funds can be set aside for a future use.

Alternatively, the Commission requested that staff look into using the funds for streetlight banners to promote Historic Preservation Month.

Training and Travel Request

COMMISSIONERS REPORT

1. Subcommittee Reporting - 20 minutes

09/07/2023Historical & Landmarks Commission Meeting Minutes

2. Board/Committee Lead/Alternate Santa Clara Arts and Historic Consortium Leung / Romano Historic Preservation Society of Santa Clara Vargas-Smith / Leung Old Quad Residents Association Leung / Romano Development Review Hearing Romano / Vargas-Smith BART/ High Speed Rail/ VTA BRT Committee Vargas-Smith/ Vacant Zoning Ordinance Update Romano / Vacant El Camino Real Specific Plan Community Advisory Committee Leung Downtown Precise Plan Vargas

ADJOURNMENT
The meeting adjourned at 8:18 p.m.

A motion was made by Commissioner Vargas-Smith, seconded by Commissioner Celso, to adjourn the meeting.

Aye: Commissioner Celso, Commissioner Kirby, Chair Leung, Commissioner Romano, Vice Chair Vargas-Smith, and
Commissioner Inciarte
6 -

Absent: Commissioner Stocks1 -
The next regular scheduled meeting is Thursday, October 5, 2023

MEETING DISCLOSURES

09/07/2023Historical & Landmarks Commission Meeting Minutes The time limit within which to commence any lawsuit or legal challenge to any quasi-adjudicative decision made by the City is governed by Section 1094.6 of the Code of Civil Procedure, unless a shorter limitation period is specified by any other provision. Under Section 1094.6, any lawsuit or legal challenge to any quasi-adjudicative decision made by the City must be filed no later than the 90th day following the date on which such decision becomes final. Any lawsuit or legal challenge, which is not filed within that 90-day period, will be barred. If a person wishes to challenge the nature of the above section in court, they may be limited to raising only those issues they or someone else raised at the meeting described in this notice, or in written correspondence delivered to the City of Santa Clara, at or prior to the meeting. In addition, judicial challenge may be limited or barred where the interested party has not sought and exhausted all available administrative remedies.

If a member of the public submits a speaker card for any agenda items, their name will appear in the Minutes. If no speaker card is submitted, the Minutes will reflect "Public Speaker."
In accordance with the requirements of Title II of the Americans with Disabilities Act of 1990 ("ADA"), the City of Santa Clara will not discriminate against qualified individuals with disabilities on the basis of disability in its services, programs, or activities, and will ensure that all existing facilities will be made accessible to the maximum extent feasible. The City of Santa Clara will generally, upon request, provide appropriate aids and services leading to effective communication for qualified persons with disabilities including those with speech, hearing, or vision impairments so they can participate equally in the City’s programs, services, and activities. The City of Santa Clara will make all reasonable modifications to policies and programs to ensure that people with disabilities have an equal opportunity to enjoy all of its programs, services, and activities.

Agendas and other written materials distributed during a public meeting that are public record will be made available by the City in an appropriate alternative format.

Contact the City Clerk’s Office at 1 408-615-2220 with your request for an alternative format copy of the agenda or other written materials.

Individuals who require an auxiliary aid or service for effective communication, or any other disability-related modification of policies or procedures, or other accommodation, in order to participate in a program, service, or activity of the City of Santa Clara, should contact the City’s ADA Coordinator at 408-615-3000 as soon as possible but no later than 48 hours before the scheduled event.

City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
23-1172 Agenda Date: 11/7/2023

REPORT TO COUNCIL

SUBJECT
Action to Accept the FY 2023/24 California Library Literacy Services (CLLS) Grants for the Library Department’s Read Santa Clara Program and Approve the Related Budget Amendment

COUNCIL PILLAR
Enhance Community Engagement and Transparency

BACKGROUND
The California State Library, California Library Literacy Services (CLLS) provides a package of annually funded grants for ongoing operations of public library adult and family literacy services. The Santa Clara City Library Department’s Read Santa Clara program qualifies for these grants. Since its inception in 1995, Read Santa Clara has offered one-on-one and small group tutoring to adults through trained volunteer tutors. For FY 2023-24, Read Santa Clara has also qualified for a CLLS award to provide English as a Second Language (ESL) tutoring for adults with limited English- speaking skills.

This is the second year that Read Santa Clara is receiving this package of grants. In FY 2022-23, Read Santa Clara received $147,266 from CLLS for these grants. In FY 2023-24, the award has increased by $21,849 for a new total of $169,115.

Outcomes of the FY 2022-23 Read Santa Clara programming partially funded by the CLLS Adult and Family Literacy and ESL grants included:
· 2,686 hours of literacy instruction to adult learners · 51 volunteers activated to provide services to adult learners · New ESL services implemented in the form of tutoring for parents and caregivers with very limited English skills, at two Santa Clara Unified School District sites, Scott Lane and Montague.
· 76% of adult learners meeting a literacy goal they had set, including o 79% reading a book
o 70% sharing a book with a family member
o 97% reading the newspaper
o 92% becoming involved in the community
o 60% filling out forms
City of Santa Clara Printed on 11/3/2023Page 1 of 3
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23-1172 Agenda Date: 11/7/2023
o 55% learning a new technology
o 50% getting a job

DISCUSSION
For FY 2023/24, Read Santa Clara has received two grants from CLLS for a total award of $169,115.

The first grant award of $111,012 includes $71,240 for Adult Literacy Services and $39,772 for Family Literacy Services. The award letter is included as Attachment 1. The second grant award of $58,103 is allocated for ESL Services. The award letter is included as Attachment 2.

These grants will help offset costs for part-time, as-needed positions including a Family Literacy Coordinator, two Literacy Technology Assistants, an ESL Program Specialist and an ESL Program Assistant as well as provide funding for instructional resources including books, workbooks, devices (iPads and hotspots) and supplies for the Adult, Family Literacy, and ESL Services. The grant for ESL services will help implement ESL Tutoring services for immigrant parents/caregivers at three community outreach sites in the City of Santa Clara. Literacy services will continue to be offered to serve approximately 100 adult learners and 85 families online and in-person, at the Library and at outreach sites.

The Adult Literacy grant has a three-part funding formula:

1. A baseline amount for each approved literacy service;

2. A per capita amount for each adult learner served based on the Grant Reports for the past three years; and

3. Local funding for Read Santa Clara, which is a combination of a. Donations and grants raised by the Santa Clara City Library Foundation and Friends, and
b. Staff costs for 2.5 FTE covered by the City’s General Fund The Adult and Family Literacy grant requires that the grant awards be deposited in the City’s accounting system, encumbered by June 30, 2024, and fully expended by December 31, 2024. The ESL grant must be fully expended by June 30, 2024. Staff will monitor and evaluate all expenses against the budget to ensure the grant requirements are met.

ENVIRONMENTAL REVIEW
The action being considered does not constitute a "project" within the meaning of the California Environmental Quality Act ("CEQA") pursuant to CEQA Guidelines section 15378(b)(5) in that it is a governmental organizational or administrative activity that will not result in direct or indirect changes in the environment.

FISCAL IMPACT
The grant awards will help offset operational costs for Read Santa Clara’s Adult and Family Literacy Services and ESL Services including as-needed staff hours and instructional resources for adult learners. The following budget amendment will increase the Other Agencies Revenue estimate and establish grant appropriations for the acceptance of the $111,012 for Adult and Family Literacy award and the $58,103 ESL Services award in the Library Operating Grant Trust Fund.

City of Santa Clara Printed on 11/3/2023Page 2 of 3
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23-1172 Agenda Date: 11/7/2023
Budget Amendment
FY 2023/24
Library Operating Grant Trust Fund Current Increase/
(Decrease)
Revised
Revenue Other Agencies Revenue $0 $169,115 $169,115
Expenditures Adult & Family Literacy
Program 23-24 ESL Tutoring Services 23-
24 $0 $0 $111,012
$58,103
$111,012
$58,103

COORDINATION
This report has been coordinated with the Finance Department, the City Attorney’s Office, and the City Manager’s Office.

PUBLIC CONTACT
Public contact was made by posting the Council agenda on the City’s official-notice bulletin board outside City Hall Council Chambers. A complete agenda packet is available on the City’s website and in the City Clerk’s Office at least 72 hours prior to a Regular Meeting and 24 hours prior to a Special Meeting. A hard copy of any agenda report may be requested by contacting the City Clerk’s Office at (408) 615-2220, email [email protected] <mailto:[email protected]> or at the
public information desk at any City of Santa Clara public library.

RECOMMENDATION

1. Accept the total California Literacy Services (CLLS) grant award of $169,115 for the Read Santa Clara program;

2. Approve the FY 2023/24 budget amendments in the Library Operating Grant Trust Fund to recognize a total grant revenue of $169,115 and establish grant appropriations for Adult and Family Services in the amount of $111,012 and ESL Services in the amount of $58,103 for the Read Santa Clara program (five affirmative Council votes required to appropriate additional revenue).

Prepared by: Patty Wong, City Librarian
Reviewed by: Cynthia Bojorquez, Assistant City Manager
Approved by: Jovan D. Grogan

ATTACHMENTS

1. CLLS Adult and Family Literacy 2023/24 grant award

2. CLLS ESL 2023/24 grant award
City of Santa Clara Printed on 11/3/2023Page 3 of 3
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Library – Courts Building 916-323-9759
P.O. Box 942837 [email protected]
Sacramento, CA 94237-0001 www.library.ca.gov
24 August 2023
Patty Wong
Santa Clara City Library
2635 Homestead Road
Santa Clara, CA 95051
Dear Ms. Wong,
We’re pleased to provide funds to support your California Library Literacy Services program and the important work that you, your staff, and your volunteers do in your community.

The state budget continues California Library Literacy Services funding at $4.82 million for adult literacy services and $2.5 million for family literacy services.

Your total award amounts for the 2023-2024 fiscal year beginning July 1, 2023, are:
x Adult Literacy Services: $71,240
x Family Literacy Services: $39,772
x Total Award: $111,012
Please note: This year your Adult Literacy Services award amount differs $ 1 from your projected award amount. You will need to complete a Budget Modification Form to allocate the additional funds.

Your award will be claimed in two stages. The claim form included in this award packet will allow you to request the first 90% of your Adult Literacy Services Award and 100% of your Family Literacy Services Award:
x 90% of the Adult Literacy Award: $64,116
x 100% of the Family Literacy Award: $39,772
x Total Initial Award Amount: $103,888
Information about claiming the remainder of your award is included in the payment schedule at the end of your award packet.

DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC •• CALIFORNIA Dalll STATE LIBRARY
Library – Courts Building 916-323-9759
P.O. Box 942837 [email protected]
Sacramento, CA 94237-0001 www.library.ca.gov
Your funds must be encumbered by June 30, 2024, and fully expended, in accordance with your approved budget on file with the State Library, by December 31, 2024. Encumbered funds are those that have been deposited in the grantee’s accounting system and for which a budget has been provided to and approved by the State Library.

To ensure program expenditures are consistent with the California Library Literacy Services allowable expenses, please review the California Library Literacy Services Allowable and Unallowable Expenses guidelines. If you have any questions about expenses or expending your award funds, please contact Allyson Jeffredo at [email protected].

We strongly encourage your program staff to develop and maintain community partners to strengthen your program, attend regular regional library literacy network meetings, participate in your local Adult Education Consortium/a, and participate in library literacy training opportunities offered by the regional networks and the State Library to meet the CLLS Mission, Values, and Program Essentials. Additional California Library Literacy Services resources can be found on the California Library Literacy Services website.

The payment process begins when we receive your completed and signed budget modification form (if needed), claim form, certification form, and State Funded Grants Award Agreement and Certificate of Compliance (attached).

All forms should be completed and signed through DocuSign to be processed for payment.

Our library literacy staff are available to assist you throughout the year. Please contact your Advisor Beverly Schwartzberg,
[email protected], and your Grant Monitor Allyson Jeffredo, [email protected], with any questions.

Thank you for your willingness to do so much for those in your community. Best wishes for a successful year.

Respectfully yours,
Greg Lucas
California State Librarian
DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC R'~ CALIFORNIA
~~ STATE LIBRARY
Library – Courts Building 916-323-9759
P.O. Box 942837 [email protected]
Sacramento, CA 94237-0001 www.library.ca.gov
Cc: Beverly Schwartzberg, [email protected] Allyson Jeffredo, [email protected]
Fiscal Office, [email protected]
Shanti Bhaskaran, [email protected]
Sami James, [email protected]
Enc: Re: CLLS23-80: Claim form, certification form, and State Funded Grants Award Agreement and Certificate of Compliance
DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC •• CALIFORNIA Dalll STATE LIBRARY
Santa Clara City Library

THE BASICS – YOUR GRANT AWARD
The following provides basic information about your grant and managing your grant.

Award #: CLLS23-80
Library: Santa Clara City Library
Total Award Amount: $111,012

APPROVED ALS BUDGET
Salary and Benefits $46,466
Contract Staff $3,500
Operations $9,273
Library Literacy Materials $7,000
Small Equipment $3,000
Equipment ($5,000 or more per unit) $ 0
Subtotal $69,239
Indirect $2,000
Award Difference to be Adjusted
(included in grant total below) $ 1
Grant Total $71,240

APPROVED FLS BUDGET
Salary and Benefits $28,655
Contract Staff $ 0
Operations $1,716
Library Literacy Materials $9,401
Small Equipment $ 0
Equipment ($5,000 or more per unit) $ 0
Subtotal $39,772
Indirect $ 0
Grant Total $39,772

Start Date: Upon execution
End Date: June 30, 2024
Please understand that it can take between eight to ten weeks following the receipt of an error free claim form before grant funds are delivered. If you have not received your payment after eight weeks, please contact your grant monitor.

CONTACT
We want your project to be successful. Please work with the program staff listed below to implement your project:

Literacy Analyst: Allyson Jeffredo
Phone Number: (916) 603-6709
Email Address: [email protected]
Library Programs Consultant: Beverly Schwartzberg
DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC ~ 7
Santa Clara City Library

Phone Number: (916) 701-6880
Email Address: [email protected]
DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC Santa Clara City Library

CERTIFICATION
I hereby certify under penalty of perjury: that I am the duly authorized representative of the claimant herein; that the claim is in all respects true, correct and in accordance with law and the terms of the agreement; and that payment has not previously been received for the amount claimed herein.

The claims the indicated allowance for the purposes of carrying out the functions stated in its CLLS application and in Sections 18880-18883 of the California Education Code.
2635 Homestead Road, Santa Clara, CA 95051

SIGNED DATE
Signature - Authorized representative
Typed/Printed Name and Title of Authorized Representative Email address of authorized representative
DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC Jovan D. Grogan
10/6/2023
[email protected]
City Manager
Santa Clara City Library

PROJECT INFORMATION:

Invoice #: CLLS23-80
Project Title: California Library Literacy Services
Grantee: Santa Clara City Library
Funding Start Date: Upon execution
Term Completion: June 30, 2024
DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC Santa Clara City Library

Total Award: $111,012
PAYMENT SCHEDULE:

Libraries receive 90% of their Adult Literacy Services award and 100% of their Family Literacy Services award upon receipt of the award letter.

Libraries receive the final payment of their Adult Literacy Services award after successful completion of the CLLS Mid-Year Report form.

Note: Libraries have 18 months to spend their California Library Literacy Services award funds, from July 1, 2023, in which the funds are awarded until December 31 the following year.

Adult Literacy
Services
Family Literacy
Services
Total Allocation
Initial Payment $64,116 $39,772 $103,888
Final Payment $7,124 $7,124
Total: $71,240 $39,772 $111,012

REPORTING:

Libraries will be required to submit a mid-year financial and narrative report and a final report. Reminder emails will be sent out beginning six weeks before the required report is due.

All required reporting materials will be located on the California State Library’s website. The reporting schedule is detailed below.

Mid-year Financial and Narrative
Report
Due January 31, 2024
Final Report Due September 30, 2024

Note: A budget modification form will be required for all budget changes regardless of amount. Modification forms may be submitted throughout the year but no later than May 31
st.

DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC

STATE FUNDED GRANTS

AWARD AGREEMENT AND

CERTIFICATE OF COMPLIANCE
DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC ~- CALIFORNIA mm STATE LIBRARY
Santa Clara City Library
California Library Literacy Services
2023-2024 CLLS23-80

TABLE OF CONTENTS

PROJECT SUMMARY

2 PROCEDURES AND REQUIREMENTS
A.

Term of the Agreement 3
B.

Scope of Work
3 C.

Budget Detail
3 D.

Narrative and Financial Reports
4 E.

Claim Form and Payment

5 EXHIBIT A: TERMS AND CONDITIONS

7 EXHIBIT B: CERTIFICATION AND COMPLIANCE FORM
22 Certification 25
EXHIBIT C: STATE REIMBURSABLE TRAVEL EXPENSES

27 DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC R'■ CALIFORNIA Da STATE LIBRARY

TABLE OF CONTEN S

PROJECT SUMMARY

PROCEDURES AND REQUIREMENTS
A. Term of the Agreement
B. Scope of Work
C. Budget Detail
D. Narrative and Financial Reports
E. Claim Form and Payment
EXHIBIT A: TERMS AND CONDITIONS
EXHIBIT B: CERTIFICATION AND COMPLIANCE FORM
Certification
EXHIBIT C: STATE REIMBURSABLE TRAVEL EXPENSES
2 3
3 3
4 5
7 22
25 27
Santa Clara City Library
California Library Literacy Services
2023-2024 CLLS23-80

PROJECT SUMMARY
AWARD AGREEMENT BETWEEN THE STATE LIBRARY and Santa Clara City Library for the California Library Literacy Services project.

AWARD AGREEMENT NUMBER CLLS23-80
This Award Agreement (“Agreement”) is entered into on July 1, 2023, by and between the California State Library (“State Library”) and Santa Clara City Library, (“Grantee”).

This Award Agreement pertains to Grantee’s State-funded California Library Literacy Services project.

The Library Development Services Bureau (“LDS”) of the State Library administers state and federal funds in the form of awards.

The Grantee was selected by the State Library to receive state grant funds in the amount of $111,012 through the process adopted by the State Library in administering such grants.

The State Library and the Grantee, for the consideration and under the conditions hereinafter set forth in the Grant Agreement, agree as follows:

DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC

R''III CALIFORNIA
JI&■ STATE LIBRARY
Santa Clara City Library
California Library Literacy Services
2023-2024 CLLS23-80

PROCEDURES and REQUIREMENTS
A. Term of the Agreement
The Grant term begins July 1, 2023, and ends June 30, 2024. The project’s final expenditure date is December 31, 2024. If completion of the project occurs prior to the end of the grant period, this will be the end date of the term of this agreement. Grant eligible program expenditures may begin no earlier than the start date. The project's final encumbrance period ends on June 30, 2024, and all eligible program costs must be expended by December 31, 2024.

B. Scope of Work

1. Grantee agrees to perform all activities specifically identified in the Grantee’s application and submitted to the State Library in response to the California Library Literacy Services project.

2. The following activities and deliverables to be performed by the Grantee include, but are not limited to the following:
• Maintain and keep records of expenditures related to the grant that are consistent with Generally Acceptable Accounting Practices (GAAP). • Make financial records available to the State Library upon request. • Work with the State Library staff to assure that funds are disbursed in compliance with the purpose of the grant.
• Prepare and submit required narrative and financial reports. • Procure equipment, and other supplies as needed for the project. • Issue contracts for services, personnel, and consultants as needed for the project.
• If applicable, make payments for services, including for hours worked and travel reimbursements, to consultants and contractors.
• Oversee the implementation of project activities.

C. Budget Detail
The State Library shall provide the Grantee funding for the expenses incurred in performing the Scope of Work and activities specified in the Grantee’s application. The Grantee shall request the distribution of grant funding consistent with its proposal and DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC I
_Rla _CALIFORNIA
S8111 STATE LIBRARY
I
Santa Clara City Library
California Library Literacy Services
2023-2024 CLLS23-80

the budget worksheet that was included with the application. Under no circumstances shall payments exceed the total grant amount identified in this Agreement.

D. Narrative and Financial Reports

1. The Grantee shall be responsible for submission of interim and final narrative and financial reports on the progress and activities of the project, to the California State Library, using the sample report documents provided by the California State Library.

2. All the reports must be current, include all required sections and documents, and must be approved by the Grant Monitor before any payment request can be processed. Failure to comply with the specified reporting requirements may be considered a breach of this Agreement and result in the termination of the Agreement or rejection of the payment request and/or forfeiture by the Grantee of claims for costs incurred that might otherwise have been eligible for grant funding. Any problems or delays must be reported immediately to the Grant Monitor. The financial reports shall reflect the expenditures made by the Grantee under the Agreement and may be incorporated into the same reporting structure as the narrative reports.

3. The reports shall be submitted by the following dates:

Reporting Period Report Due Date
July 1 - December 31 Mid-Year Report Due January 31, 2024 July 1 – June 30 Final Report Due September 30, 2024

4. Failure to submit timely reports with the appropriate documentation by the due date may result in rejection of the payment request and/or forfeiture by the Grantee of claims for costs incurred that might otherwise have been eligible for grant funding.

5. The Grantee agrees to maintain records and supporting documentation pertaining to the performance of this grant, subject to possible audit for a minimum of five (5) years after final payment date or grant term end date, whichever is later. Please refer to Exhibit A, Terms and Conditions for more information.

E. Claim Form and Payment

1. The California State Library shall provide the Grantee payment as outlined in the payment schedule only if all requirements for claiming the funds as outline in this document have been met, and only for those activities and costs specified in the approved award application.

DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC Santa Clara City Library
California Library Literacy Services
2023-2024 CLLS23-80

2. The Grantee shall complete, sign, and submit Certification of Compliance form (Exhibit B) and the Financial Claim form (included in your award packet), to the California State Library within 14 days of receiving this award packet. These forms will be issued, signed, and submitted using the online signature and agreement platform, DocuSign, unless DocuSign is unallowable or inconsistent with practices and policies of the local jurisdiction. If the use of DocuSign is not acceptable to your organization, please contact your grant monitor regarding alternate options.

3. Any of the sums appearing under the categories in the approved budget may be adjusted with prior authorization from the California State Library Grant Monitor. This would be to increase the allotment with the understanding that there will be corresponding decreases in the other allotments so that the total amount paid by the California State Library to the Grantee under this Agreement shall not exceed the awarded amount, which shall be expended/encumbered during the grant period.

4. If the payment amount made by the California State Library exceeds the actual expenses incurred during the term of this Agreement, as reflected in the financial reports to be filed by the Grantee, the Grantee shall immediately refund the excess payment amount to the California State Library.

5. The Award payments will only be made to the Grantee. It is the Grantee’s responsibility to pay all contractors and subcontractors for purchased goods and services.

6. The Final Payment of 10% (if applicable) will be withheld and retained by the California State Library until all conditions agreed upon in this Agreement, including submission and grant monitor approval of the interim and final narrative and financial reports, have been satisfied.

7. Prompt Payment Clause
The California State Library will make payments to the Grantee in accordance with the Prompt Payment Clause under Government Code, section 927, et. seq.

The Grantee may typically expect payment within 45 days from the date a grant payment request is properly submitted and approved by the Grant Monitor.

8. Budget Contingency Clause
a. It is mutually agreed that if the Budget Act of the current fiscal year or any subsequent years covered under this Agreement does not appropriate sufficient funds for the program, this Agreement shall no longer be in full force and effect. In this event, the California State Library shall have no liability to pay any funds whatsoever to the Grantee or to furnish any other considerations under this Agreement and the Grantee shall not be obligated to perform any provisions of this Agreement.
b. If funding for any fiscal year is reduced or deleted by the Budget Act for purposes of this Program, the California State Library shall have the option to DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC Santa Clara City Library
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either cancel this Agreement with no liability occurring to itself or offer an Agreement amendment to the Grantee to reflect the reduced amount.

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EXHIBIT A: TERMS and CONDITIONS

1. Accessibility: The State is responsible for ensuring that public websites are accessible to both the general public and state employees, including persons with disabilities. Grantee shall assist the State in meeting its responsibility. Therefore, all project materials generated by state funded programs must meet the California Accessibility Standards. Additionally all project materials designed, developed, and maintained shall be in compliance with the California Government Code, sections 7405 and 11135, and the Web Content Accessibility Guidelines 2.0, or a subsequent version, as published by the Web Accessibility Initiative of the World Wide Web Consortium at a minimum Level AA success criteria.

However, if for some reason project material is not generated to be in compliance to meet these standards, please still submit it to the State Library. When submitting the material make sure to note that the material is not accessible by including “NOT ACCESSIBLE” in the file name.

The California State Library reserves the right to post project materials to its website that are in compliance with these standards.

2. Acknowledgment: The State of California and the California State Library shall be acknowledged in all promotional materials and publications related to the California Library Literacy Services project.
a. Grant award recipients must ensure that the State of California receives full credit as the source of funds and that the California State Library, likewise, is acknowledged as the administrator.
b. Publications and information releases about the project must credit the State of California. An appropriate statement for a publication or project press release is:
“This [publication/project] was supported in whole or in part by funding provided by the State of California, administered by the California State Library.”
Grantees must include the above statement in any publications, vehicle wraps, and promotional materials, including websites. If space is limited the State Library logo and the following shortened acknowledgement statement is acceptable:
“Funding provided by the State of California.”
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c. This credit line on products of a project, such as materials, is important to foster support from the public, and state funding sources. d. California State Library Logo: Use of the California State Library logo, which can be downloaded on the California State Library website, is required on any publication, vehicle wrap, or promotional material along with the above statement(s).
e. Photo Documentation: Digital photos are a great way to document the happenings of your project. It is recommended that you use a photo release form when taking photos of the public. You may use your library’s photo release form or contact your grant monitor for the State Library’s form.

3. Agency: In the performance of this Agreement the Grantee and its agents and employees shall act in an independent capacity and not as officers, employees, or agents of the California State Library. The Grantee is solely responsible for all activities supported by the grant. Nothing in this Agreement creates a partnership, agency, joint venture, employment, or any other type of relationship between the parties. The Grantee shall not represent itself as an agent of the California State Library for any purpose and has no authority to bind the State Library in any manner whatsoever.

4. Amendment: No amendment or variation of the terms of this Agreement shall be valid unless made in writing, signed by the parties, and approved as required.

No oral understanding or agreement not incorporated into this Agreement is binding on any of the parties. This Agreement may be amended, modified, or augmented by mutual consent of the parties, subject to the requirements and restrictions of this paragraph.

5. Applicable law: The laws of the State of California shall govern all proceedings concerning the validity and operation of this Agreement and the performance of the obligations imposed upon the parties hereunder. The parties hereby waive any right to any other venue. The place where the Agreement is entered into and place where the obligation is incurred is Sacramento County, California.

6. Assignment, Successors, and Assigns: The Grantee may not assign this Agreement or delegate its performance to any third-party person or entity, either in whole or in part, without the California State Library’s prior written consent. The provisions of this Agreement shall be binding upon and inure to the benefit of the California State Library, the Grantee, and their respective successors and assigns.

7. Audit and Records Access: The Grantee agrees that the California State Library, the Department of General Services, the State Auditor, or their designated representatives shall have the right to review, audit, inspect and copy any records and supporting documentation pertaining to the performance of this Agreement. The Grantee agrees to maintain such records for possible audit for a minimum of five (5) years after the final payment, or grant term end date, whichever is later, unless a longer period of records retention is stipulated, or until DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC Santa Clara City Library
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completion of any action and resolution of all issues which may arise as a result of any litigation, dispute, or audit, whichever is later. The Grantee agrees to allow the auditor(s) access to such records during normal business hours and to allow interviews of any employees who might reasonably have information related to such records. Further, the Grantee agrees to include a similar right of the State to audit records and interview staff in any subcontract related to performance of this Agreement.

Examples of audit documentation may include, but not limited to, competitive bids, grant amendments, if any, relating to the budget or work plan, copies of any agreements with contractors or subcontractors if utilized, expenditure ledger, payroll register entries, time sheets, personnel expenditure summary form, travel expense log, paid warrants, contracts and change orders, samples of items and materials developed with grant funds, invoices and/or cancelled checks.

8. Authorized Representative: Grantee and the California State Library mutually represent that their authorized representatives have the requisite legal authority to sign on their organization’s behalf.

9. Communication: All communications from either party, including an interim check-in at any time during the grant term, shall be directed to the respective grant manager or representative of the California State Library or Grantee. For this purpose, the following contact information is provided below:

Santa Clara City Library
Patty Wong
2635 Homestead Road
Santa Clara, CA 95051
[email protected]
(408) 615-2932
California State Library
Allyson Jeffredo
900 N Street
Sacramento, CA 95814
[email protected]
(916) 603-6709

1. Confidentiality: Grantee will maintain as confidential any material it receives or produces that is marked Confidential or is inherently confidential or is protected by privilege. Grantee agrees to alert the State Library to this status in advance, and State Library agrees to maintain this status in conformity with the Public Records Act.

2. Contractor and Subcontractors: Nothing contained in this Grant Agreement or otherwise shall create any contractual relation between the State and any contractor or subcontractors, and no contract or subcontract shall relieve the Grantee of his or her responsibilities and obligations hereunder. The Grantee agrees to be as fully responsible to the State for the acts and omissions of its contractors, subcontractors, volunteers, student interns and of persons either directly or indirectly employed by any of them as it is for the acts and omissions DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC Santa Clara City Library
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of persons directly employed by the Grantee. The Grantee’s obligation to pay its contractors and subcontractors is an independent obligation from the State’s obligation to make payments to the Grantee. As a result, the State shall have no obligation to pay or to enforce the payment of any monies to any contractor or subcontractor.

3. Copyright: Grantee owns and retains titles to any copyrights or copyrightable material from any original works that it creates within the scope of this Agreement in accordance with the federal Copyright Act. (17 U.S.C. 101, et seq.) Grantee is responsible for obtaining any necessary licenses, permissions, releases, or authorizations to use text, images, or other materials owned, copyrighted, or trademarked by third parties and for extending such licenses, permissions, releases, or authorizations to the California State Library pursuant to this section. Also, the California State Library may upload, post, or transmit copyrighted material produced or purchased with grant funds on a California State Library website for public access and viewing.

4. Discharge of Grant Obligations: The Grantee's obligations under this Agreement shall be deemed discharged only upon acceptance of the final report by California State Library. If the Grantee is a non-profit entity, the Grantee’s Board of Directors shall accept and certify as accurate the final report prior to its submission to California State Library.

5. Dispute Resolution: In the event of a dispute, Grantee will discuss the problem informally with the Grant Monitor. If unresolved, the Grantee shall file a written “Notice of Dispute” with the State Library Grant Monitor within ten (10) days of discovery of the problem. Within ten (10) days of receipt, the Grant Monitor shall meet with the Grantee for purposes of resolving the dispute. Any dispute arising under the terms of this Agreement which is not disposed of within a reasonable period of time, the Grantee may bring it to the attention of the State Librarian or the designated representative. The decision of the State Librarian or designated representative shall be final. Unless otherwise instructed by the Grant Monitor, the Grantee shall continue with its responsibilities under this Agreement during any dispute.

6. Drug-free Workplace: The Grantee certifies under penalty of perjury under the laws of California, that the Grantee will comply with the requirements of the Drug-Free Workplace Act of 1990 (Gov. Code, § 8350 et. seq.) and will provide a drug-free workplace by taking the following actions:
a. Publish a statement notifying employees that unlawful manufacture, distribution, dispensation, possession, or use of a controlled substance is prohibited and specifying actions to be taken against employees for violations.
b. Establish a Drug-Free Awareness Program to inform employees about all of the following:

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1) The dangers of drug abuse in the workplace.
2) The Grantee’s policy of maintaining a drug-free workplace. 3) Any available counseling, rehabilitation, and employee assistance programs.
4) Penalties that may be imposed upon employees for drug abuse violations.
c. Require that every employee who works on the Agreement will:
1) Receive a copy of the Grantee’s drug-free workplace policy statement.
2) Agrees to abide by the terms of the Grantee’s statement as a condition of employment on the Agreement.

Failure to comply with these requirements may result in suspension of payments under the Agreement or termination of the Agreement or both and grantee may be ineligible for award of any future state agreements if the California State Library determines that the grantee has made a false certification or violated the certification by failing to carry out the requirements as noted above.

7. Effectiveness of Agreement: This Agreement is of no force or effect until signed by both parties.

8. Entire Agreement: This Agreement supersedes all prior agreements, oral or written, made with respect to the subject hereof and, together with all attachments hereto, contains the entire agreement of the parties.

9. Exclusive Agreement: This is the entire Agreement between the California State Library and Grantee.

10. Executive Order N-6-22-Russia Sanctions: The Grantee shall comply with Executive Order N-6-22 (the EO) regarding Economic Sanctions against Russia and Russian entities and individuals. “Economic Sanctions” refers to sanctions imposed by the U.S. government in response to Russia’s actions in Ukraine, as well as any sanctions imposed under state law. The EO directs state agencies to terminate grant agreements with, and to refrain from entering any new grant agreements with, individuals or entities that are determined to be a target of Economic Sanctions. Accordingly, should the State determine Grantee is a target of Economic Sanctions or is conducting prohibited transactions with sanctioned individuals or entities, that shall be grounds for termination of this agreement. The State shall provide Grantee advance written notice of such termination, allowing Grantee at least 30 calendar days to provide a written response. Termination shall be at the sole discretion of the State.

11. Extension: The State Librarian or designee may extend the final deadline for good cause. The Grantee’s request for an extension of the grant period must be made in writing and received by the California State Library at least 30 days prior to the final deadline.

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12. Failure to Perform: The grant being utilized by the Grantee is to benefit the California Library Literacy Services project. If the Grant Monitor determines the Grantee has not complied with this Agreement, the Grantee may forfeit the right to reimbursement of any grant funds not already paid by the California State Library, including, but not limited to, the ten percent (10%) withhold.

13. Federal and State Taxes: The State Library shall not:
a. Withhold Federal Insurance Contributions Act (FICA) payments from Grantee’s payments or make FICA payments on the Grantee’s behalf; or
b. Make Federal or State unemployment insurance contributions on Grantee’s behalf; or
c. Withhold Federal or State income taxes from Grantee’s payments.

Grantee shall pay all taxes required on payments made under this Agreement including applicable income taxes and FICA.

14. Force Majeure: Neither the California State Library nor the Grantee, its contractors, vendors, or subcontractors, if any, shall be responsible hereunder for any delay, default, or nonperformance of this Agreement, to the extent that such delay, default, or nonperformance is caused by an act of God, weather, accident, labor strike, fire, explosion, riot, war, rebellion, sabotage, flood, or other contingencies unforeseen by the California State Library or the Grantee, its contractors, vendors, or subcontractors, and beyond the reasonable control of such party.

15. Forfeit of Grant Funds and Repayment of Funds Improperly Expended: If grant funds are not expended, or have not been expended, in accordance with this Agreement, the State Librarian or designee, at his or her sole discretion, may take appropriate action under this Agreement, at law or in equity, including requiring the Grantee to forfeit the unexpended portion of the grant funds, including, but not limited to, the ten percent (10%) withhold, and/or to repay to the California State Library any funds improperly expended.

16. Fringe Benefit Ineligibility: Grantee agrees that neither the Grantee nor its employees and contract personnel are eligible to participate in any employee pension, health benefit, vacation pay, sick pay or other fringe benefit plan of the State of California or the State Library.

17. Generally Accepted Accounting Principles: The Grantee is required to use Generally Accepted Accounting Principles in documenting all grant expenditures.

18. Grant Monitor: The Grant Monitor’s responsibilities include monitoring grant progress and reviewing and approving Grant Payment Requests and other documents delivered to the California State Library pursuant to this Agreement.

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The Grant Monitor may monitor Grantee performance to ensure Grantee expends grant funds appropriately and in a manner consistent with the terms and conditions contained herein. The Grant Monitor does not have the authority to approve any deviation from or revision to the Terms and Conditions (Exhibit A) or the Procedures and Requirements unless such authority is expressly stated in the Procedures and Requirements.

19. Grantee: the government or legal entity to which a grant is awarded and which is accountable to the California State Library for the use of the funds provided. a. The grantee will make reports to the State Librarian in such form and containing such information as may be required to ensure the proper used of funds consistent with the grantee’s application and award agreement. The grantee will keep such records and afford such access as the California State Library may find necessary to assure the correctness and verification of such reports.

20. Grantee Accountability: The Grantee is ultimately responsible and accountable for the manner in which the grant funds are utilized and accounted for and the way the grant is administered, even if the Grantee has contracted with another organization, public or private, to administer or operate its grant program. In the event an audit should determine that grant funds are owed to the California State Library, the Grantee is responsible for repayment of the funds to the California State Library.

21. Grantee Funds: It is mutually agreed that the Grantee is responsible for furnishing funds beyond the grant award that may be necessary to complete the project.

22. Independent Action: Grantee reserves the right to fulfill its obligations under this Agreement in an independent manner, at any location and at any time within the agreed-upon timeline. Grantee’s employees or contract personnel shall perform all services required by this Agreement, but their time need not be devoted solely to fulfilling obligations under this Agreement. Grantee shall furnish all equipment and materials used to meet its obligations and complete the Project. The State Library shall not provide any personnel or other resources beyond the grant award and is not required to provide training in connection with this Agreement.

23. Indemnification: Grantee agrees to indemnify, defend and save harmless the State of California, the California State Library and its officers, employees, and agents, from any and all claims, losses, and liabilities accruing or resulting to any and all contractors, subcontractors, suppliers, laborers and any other person, firm or corporation furnishing or supplying work services, materials, or supplies in connection with the performance of this Agreement, and from any and all claims and losses accruing or resulting to any person, firm or corporation who may be injured or damaged by Grantee in the performance of this Agreement.

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24. License to Use: The California State Library reserves a fully paid-up, royalty-free, nonexclusive, sub-licensable and irrevocable license to reproduce, publish, prepare derivative works, distribute, or otherwise use, and to authorize third parties to use, any material received or maintained by Grantee in connection with this Agreement. This includes intellectual property, with or without third- party rights. All such usages will be for public library and State governmental purposes:

a. The copyright in any work developed under this grant, sub-grant, or contract under this grant or sub-grant; and
b. Any rights of copyright to which a Grantee, sub-grantee, or a contractor purchases ownership with grant support.

25. Limitation of Expenditure: Expenditure for all projects must conform to the grantee’s approved budget and with applicable State laws and regulations. The total amount paid by the California State Library to the Grantee under this agreement shall not exceed $111,012 and shall be expended/encumbered in the designated award period.

During the award period, the grantee may find that the awarded budget may need to be modified. Budget changes, requests for additional funds, or requests for reductions in award funding must be discussed with the assigned State Library Grant Monitor and a Grant Award Modification may be required to be submitted according to the instructions. Approval is by the State Librarian or their designee. Adjustments should be reported on the next financial report. Any adjustments in approved budgets must be documented and documentation retained in project accounts.

26. Lobbying: Grantee confirms that the grant funds will not be used for the purposes of lobbying or otherwise attempting to influence legislation, as those purposes are defined by the U.S. Internal Revenue Code of 1986.

27. Non-Discrimination Clause: During this grant period, the Grantee and the Grantee’s contractors, and subcontractors shall not unlawfully discriminate, harass, or allow harassment against any employee or applicant for employment because of race, religious creed, color, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, sex, age, sexual orientation, or military and veteran status. Grantee shall insure that the evaluation and treatment of contractors, employees and applicants for employment are free from such discrimination and harassment.

Additionally, Grantee, contractors, and subcontractors, if applicable, shall comply with the provisions of the Fair Employment and Housing Act (Gov. Code §12900 et seq.), the regulations promulgated thereunder (Cal. Code Regs., tit. 2, DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC Santa Clara City Library
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§11000 et seq.), the provisions of Article 9.5, Chapter 1, Part 1, Division 3, Title 2 of the Government Code (Gov. Code §§ 11135-11139.5), and the regulations or standards adopted by the California State Library to implement such article.

Grantee shall permit access by representatives of the Department of Civil Rights and the California State Library upon reasonable notice at any time during the normal business hours, but in no case less than 24 hours’ notice, to such of its books, records, accounts, and all other sources of information and its facilities as said Department or the California State Library shall require ascertaining compliance with this clause. Grantee, and its contractors, and subcontractors shall give written notice of their obligations under this clause to labor organizations with which they have a collective bargaining or other agreement. (See Cal. Code Regs., tit. 2, §11105.) Grantee shall include the non- discrimination and compliance provisions of this clause in all contracts and subcontracts to perform work under the Agreement.

28. Notices: All notices and other communications in connection with this Agreement shall be in writing, and shall be considered delivered as follows:
a. Electronic Mail (E-mail): When sent by e-mail to the last e-mail address of the recipient known to the party giving notice. Notice is effective upon transmission.
b. DocuSign (e-signature platform): When sent via DocuSign a notification will be sent to the last e-mail address of the recipient known to the party giving notice. Notice is effective upon transmission.
c. Grants Management System: When sent via / uploaded to the California State Library’s Grants Management System a notification will be sent to the last e-mail address of the recipient known to the party giving notice.

Notice is effective upon transmission.
d. Personally: When delivered personally to the recipient’s physical address as stated in this Agreement.
e. U.S. Mail: Five days after being deposited in the U.S. Mail, postage prepaid, and addressed to recipient’s address as stated in this Agreement.

29. Order of Precedence: The performance of this Agreement shall be conducted in accordance with the Terms and Conditions, Procedures and Requirements, Certificate of Compliance, Project Summary, Activities Timeline, and Budget, of this Agreement, or other combination of exhibits specified on the Grant Agreement Coversheet attached hereto (collectively referred to as “Terms”).

Grantee’s California State Library-approved Application (Grantee’s Application) is hereby incorporated herein by this reference. In the event of conflict or inconsistency between the articles, exhibits, attachments, specifications, or DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC Santa Clara City Library
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provisions that constitute this Agreement, the following order of precedence shall apply:
a. Grant Agreement Coversheet and any Amendments thereto b. Terms and Conditions
c. Procedures and Requirements
d. Certificate of Compliance
e. Project Summary
f. Grantee’s Application (including Budget and Activities Timeline) g. All other attachments hereto, including any that are incorporated by reference.

30. Payment:
a. The approved Budget, if applicable, is attached hereto and incorporated herein by this reference and states the maximum amount of allowable costs for each of the tasks identified in the Project Summary and Activity Timeline included in the project application. California State Library shall provide funding to the Grantee for only the work and tasks specified in the Grantee’s Application at only those costs specified in the Budget and incurred in the term of the Agreement.
b. The Grantee shall carry out the work described in the Work Plan or in the Grantee’s Application in accordance with the approved Budget and shall obtain the Grant Monitor’s written approval of any changes or modifications to the Work Plan, approved project as described in the Grantee’s Application, or the approved Budget prior to performing the changed work or incurring the changed cost. If the Grantee fails to obtain such prior written approval, the State Librarian or designee, at his or her sole discretion, may refuse to provide funds to pay for such work or costs. c. The Grantee shall request funds in accordance with the funding schedule included in this agreement.
d. Ten percent (10%) will be withheld from the Payment Request (if applicable) and paid at the end of the grant term, when all reports and conditions stipulated in this Agreement have been satisfactorily completed. Failure by the grantee to satisfactorily complete all reports and conditions stipulated in this Agreement may result in forfeiture of any such funds withheld.
e. Lodgings, Meals and Incidentals: Grantee’s eligible costs are limited to the amounts authorized in the California State Administrative Manual (see Exhibit C or contact the Grant Monitor for more information). f. Payment will be made only to the Grantee.

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g. Reimbursable expenses shall not be incurred unless and until the grantee receives a Notice to Proceed as described in the Procedures and Requirements.

31. Personal Jurisdiction: The Grantee consents to personal jurisdiction in the State of California for all proceedings concerning the validity and operation of this Agreement and the performance of the obligations imposed upon the parties.

Native American Tribal grantees expressly waive tribal sovereign immunity as a defense to any and all proceedings concerning the validity and operation of this Agreement and the performance of the obligations imposed upon the parties.

32. Personnel Costs: Any personnel expenditures to be paid for with grant funds must be computed based on actual time spent on grant-related activities and on the actual salary or equivalent hourly wage the employee is paid for their regular job duties, including a proportionate share of any benefits to which the employee is entitled.

33. Pledge: This Agreement shall not be interpreted to create any pledge or any commitment by the State Library to make any other or further grants or contributions to Grantee, or any other person or entity in connection with the Project. It is mutually agreed that Grantee is responsible for furnishing funds beyond the grant award that may be necessary to complete outcomes or deliverables.

34. Privacy Protection: Both parties agree to protect the confidentiality of any non- public, personal information that may be contained in materials received or produced in connection with this Agreement, as required by Civil Code, section 1798, et. seq.

35. Prohibited Use: The expenditure under this program shall not be used to supplant Grantee efforts in other grant programs provided by the California State Library.

36. Public Records Act: Material maintained or used by the California State Library is considered “public record” under the Public Records Act (PRA) at Government Code, sections 6250, et. seq. This includes the Interim and Final reports, and any other written communications between the parties. Grantee agrees to ensure that all content contained in its written reports are appropriate for publication.

Said material, along with all other reports, documentation and data collected during the term of the Agreement, will be subject to disclosure unless it qualifies for exemption under the PRA in whole or in part. Grantee agrees to alert the State Library as to a basis for exemption, if any exists.

37. Publicity Obligations: Grantee will notify the State Library of any promotional materials or publications resulting from the grant no later than five (5) days in advance of distribution, whether they are print, film, electronic, or in any other DocuSign Envelope ID: BDE51700-7F72-4264-96AA-784AF68BFDDC Santa Clara City Library
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