Agenda packet — Santa Monica City Council, October 25, 2022 (part 1 of 4)

City of Santa Monica
City Council Meeting
AGENDA

SUE HIMMELRICH
MAYOR

LANA NEGRETE CHRISTINE PARRA

COUNCILMEMBER COUNCILMEMBER

GLEAM DAVIS PHIL BROCK

COUNCILMEMBER COUNCILMEMBER

KRISTIN MCCOWAN OSCAR DE LA TORRE

MAYOR PRO TEM COUNCILMEMBER

DAVID WHITE

CITY MANAGER

DOUGLAS SLOAN

CITY ATTORNEY

DENISE ANDERSON-WARREN

CITY CLERK

STANDARDS OF BEHAVIOR THAT PROMOTE CIVILITY AT ALL PUBLIC MEETINGS:
• Treat everyone courteously; • Give open-minded consideration to all viewpoints; • Listen to others respectfully • Focus on the issues and avoid personalizing debate; • Exercise self-control • Embrace respectful disagreement and dissent as democratic rights, inherent components of an inclusive public process, and tools for forging sound decisions
Meetings are broadcast live on CityTV cable channel 16 and on the internet at santamonica.gov. Cable television re-broadcasts air on Thursday and Saturday at 11:30 AM. The agenda will air on CityTV on Saturday and Sunday at 11:00 AM and 6:00 PM, and on Monday and Tuesday at 12:30 PM and 6:00 PM.

City of Santa Monica Generated: 10/24/2022 12:33 PM Page 2

RULES OF ORDER FOR THE CONDUCT OF CITY COUNCIL MEETINGS (Resolution No.11427(CCS))

WAYS TO PROVIDE PUBLIC COMMENT
If you are interested in providing public comment at a City Council meeting, there are several ways to participate:
(1) Written public comment. In lieu of oral public comment, the public is strongly encouraged to submit written public comment on agenda items via email to [email protected]. Written public comment submitted before 12:00 pm on the day of the meeting will be available for online viewing. Please note the agenda item number in the subject line of your written comments. (2) Oral public comment. Persons wishing to address the City Council regarding items on the agenda must be present and submit their name and address (optional) to the City Clerk before the public comment section is opened for that item or before the public hearing is opened where one is required by law. Register to speak at the Speaker Kiosk prior to the meeting. Remarks from the public are limited to a total of 6 minutes per City Council meeting, with a maximum of 2 minutes and a minimum of one minute per item. Except for the author of the request, public comment on 12-items are limited to 1 minute. Except on Public Input, speakers appearing at the meeting in person, may donate 2 minutes to another person present in-person at the meeting, who may speak for a total of 4 minutes on that item.

Both the donor of time and the designated speaker must register at the Speaker Kiosk in person together.

Oral public comment from any one individual is limited to a total of 6 minutes per City Council meeting, with a maximum of 2 minutes per agenda item; under some circumstances, Council may change the maximum to 1 minute per agenda item.

ORDER OF BUSINESS (may not be changed except by majority vote of the City Council.)

1. General Public Input
(members of the public may address the City Council
only on items not on the agenda, but within the
subject matter jurisdiction of the City).

2. Public Comment for Closed Session, Special
Agenda, and Consent Calendar Items Only
(Commendations and Proclamations presented).

3. Closed Session.

4. Special Agenda Items (City Manager’s Report,
Presentations, etc.).

5. Consent Calendar (All items considered in one
motion unless removed by a City Councilmember for
discussion. Public comment shall be heard prior
to City Council discussion).

6. Public Comment on remaining Agenda Items

7. Study Session.

8. Continued Items.

9. Administrative Proceedings.

10. Ordinances:
• 1
st Reading
• 2
nd Reading

11. Staff Administrative Item.

12. Public Hearings.

13. Reports of Boards and Commissions.

14. Resolutions.

15. Written Communications (other than
Reports of Commission and Officers).

16. Councilmember Discussion Items.

Agendas and reports are accessible on the City's webpage at smgov.net/council/agendas. They are also available at the City Clerk's Office and in alternate formats upon request. For a free email subscription to the City Council Agendas, please contact the City Clerk’s Office at (310) 458-8211 or [email protected].

Si desea comunicarse con alguien en español, llame a nuestra oficina al (310) 458-8211 y pida hablar con Esterlina Lugo.

City of Santa Monica Generated: 10/24/2022 12:33 PM Page 3

AGENDAS

CITY OF SANTA MONICA

REGULAR MEETING

CITY HALL COUNCIL CHAMBERS
1685 MAIN STREET, ROOM 250,
TUESDAY, OCTOBER 25, 2022
MEETING BEGINS AT 5:30 PM
WAYS TO PROVIDE REMOTE PUBLIC COMMENT:

Written public comment can be submitted via email to [email protected].

Written comments received prior to 12:00 pm on the day of the meeting will be available online. Please note the agenda item number in the subject line of your written comments.

CALL TO ORDER

PLEDGE OF ALLEGIANCE

ROLL CALL

1. PUBLIC INPUT
(Public comment is permitted only on items not on the agenda that are within the subject matter jurisdiction of the City. State law prohibits the City Council from taking any action on items not listed on the agenda, including issues raised under this agenda item.)

2. PUBLIC INPUT (CLOSED SESSION, SPECIAL AGENDA ITEMS, CONSENT

CALENDAR ONLY)

3. CLOSED SESSIONS

3.A. Conference with Legal Counsel – Existing Litigation – Litigation has been initiated formally pursuant to Gov. Code Section 54956.9(d)(1): City of Santa Monica v. The Insurance Company of the State of Pennsylvania, et al., LASC Case No. 21STCV36027

3.B. Conference with Legal Counsel – Existing Litigation – Litigation has been initiated formally pursuant to Gov. Code Section 54956.9(d)(1): James Anthony Humphrey v. City of Santa Monica, et al., Case No. 21-cv-06812 City of Santa Monica Generated: 10/24/2022 12:33 PM Page 4

3.C. Significant exposure to litigation pursuant to paragraph (2) or (3) of subdivision (d) of Government Code Section 54956.9: (2 potential cases) - Attachments Added. 10/19/22

3.D. Conference with Labor Negotiator: Government Code Section 54957.6 -- Agency Designated Representatives: City Manager David White and Chief People Officer Lori Gentles; Bargaining Unit: FEMA-Santa Monica Fire Executive Management Association

3.E. Conference with Legal Counsel – Existing Litigation – Litigation has been initiated formally pursuant to Gov. Code Section 54956.9(d)(1): John VMA Doe, et al. v. City of Santa Monica, et al., Case No. 22STCV30598; John TAU Doe, et al. v. Santa Monica PAL, et al., Case No. 22STCV19401; John Doe 1-4 v. Does 1-50, Case No. 21STCV34537; John Doe 5 and John Doe 6 v. Does 1-50, Case No. 22STCV08765; John JH Doe v. Police Activities League, et al., Case No. 21STCV24491; John Doe (D.C.) v. Santa Monica Police Activities League, et al., Case No. 21STCV47551; John Doe (MU) v. Santa Monica PAL, et al., Case No. 22STCV17022; John Doe #1, John Doe #2 and John Doe #3 v. Santa Monica PAL, et al., Case No. 22STCV03113; John Doe 142 v. Doe 1, Doe 2, and Doe 3, Case No. 22STCV01268; Jose Villaseñor v. City of Santa Monica, et al., Case No. 22STCV17835 - Item pulled and will not be heard. 10/20/22 The following is the order of business for items to be heard no earlier than 7 p.m.

4. SPECIAL AGENDA ITEMS

4.A. City Manager Report

5. CONSENT CALENDAR
(All items will be considered and approved in one motion unless removed by a Councilmember for discussion.)

5.A. Award a Professional Services Agreement to ADS Corporation for Flow Monitoring & Data Analysis at the City's Two Wastewater Outfalls Recommended Action
Staff recommends that the City Council authorize the City Manager to negotiate and execute an agreement with ADS Corporation for sewer flow monitoring for the Public Works Department. This recommended award is made as an exception to the competitive bidding process pursuant to Section 2.24.250 (b) and is for a five-year agreement with a total amount not to exceed $130,000 with future year funding contingent on Council budget approval.

5.B. Award Bid to American Moving Parts, LLC, for Purchase of Brake Parts for Bus Fire Department Apparatus
Recommended Action
Staff recommends that the City Council:

City of Santa Monica Generated: 10/24/2022 12:33 PM Page 5

1. Award Bid #4426 to American Moving Parts, LLC for the purchase of brake parts and brake reline kits for the Transportation and Fire Departments;

2. Authorize the Procurement Manager to issue a purchase order with American Moving Parts, LLC for brake parts and reline kits in the amount not to exceed $276,856, which includes a $25,169 contingency, over a two-year period, with future year funding contingent on Council budget approval.

5.C. Adoption of a Resolution Making Findings Regarding AB361 Teleconference Meetings
Recommended Action
Staff recommends that Council adopt a resolution making the findings required by AB 361 to continue teleconference meetings of the City Council and City Boards, Commissions, and Task Force.

5.D. Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act Contracts) for Designated Historic Resources Located at 2602 Third Street, 227 Beach Street, 227 Broadway, 818 Grant Street and 174 Kinney Street
Recommended Action
Staff recommends that the City Council adopt the attached Resolutions authorizing the City Manager to execute Historic Property Preservation Agreements (Mills Act Contracts) between the City of Santa Monica and the owners of City-designated historic resources located at 2602 Third Street, 227 Beach Street, 227 Broadway, 818 Grant Street, and 174 Kinney Street.

5.E. Approval of Purchase Order with Kovatch Mobile Equipment Corporation (KME) for the Purchase of Fire Apparatus Replacement Parts and Service Recommended Action
Staff recommends that the City Council authorize the Procurement Manager to issue a purchase order with Kovatch Mobile Equipment Corporation (KME) for the purchase of Original Equipment Manufacturer (OEM) repair parts, and for OEM repairs of Fire Department heavy-duty apparatus. This recommended award is made as an exception to the competitive bidding process pursuant to Section 2.24.250(b) and is for a five-year term with a total amount not to exceed $581,734, which includes a $52,885 contingency, with future year funding contingent on Council budget approval.

5.F. Award Bid #4431 to JCI Jones Chemicals Inc. and Univar Solutions USA for the Purchase of Sodium Hypochlorite
City of Santa Monica Generated: 10/24/2022 12:33 PM Page 6 Recommended Action
Staff recommends that the City Council:

1. Award Bid #4431 to JCI Jones Chemicals Inc as the primary vendor for the purchase of sodium hypochlorite for the Arcadia Water Treatment Plant (Arcadia), Charnock Well Field (Charnock), and the Sustainable Water Infrastructure Project (SWIP) site; Univar Solutions USA as the secondary vendor for the purchase of sodium hypochlorite for SWIP;

2. Authorize the Procurement Manager to issue a purchase order with JCI Jones Chemicals for sodium hypochlorite in the amount not to exceed $200,000 for one year, with four additional one-year renewal options to extend at mutually agreeable price adjustment for a total not to exceed $1,150,000.

3. Authorize the Procurement Manager to issue a purchase order with Univar Solutions USA for sodium hypochlorite in the amount not to exceed $100,000 for one year, with four additional one-year renewal options to extend at increases between 5% to 10%, for a total not to exceed $575,000.

5.G. Award Bid #4430 to Pacific Star Chemical, Brenntag Pacific, Inc., and Univar Solutions USA for the Purchase of Sodium Hydroxide
Recommended Action
Staff recommends that the City Council:

1. Award Bid #4430 to Pacific Star Chemical dba Northstar Chemical as the primary vendor for the purchase of sodium hydroxide for the Arcadia Water Treatment Plant (Arcadia) and Brenntag Pacific, Inc. as the primary vendor for the purchase of sodium hydroxide for the Santa Monica Urban Runoff Recycling Facility (SMURRF); Univar Solutions USA Inc as the secondary vendor for the purchase of sodium hydroxide for the Arcadia Water Treatment Plant and SMURRF;

2. Authorize the Procurement Manager to issue a purchase order with Pacific Star Chemical dba Northstar Chemical for sodium hydroxide in the amount not to exceed $50,000 for one year, with four additional one-year renewal options to extend at a mutually agreeable price adjustment for a total not to exceed $290,000; and

3. Authorize the Procurement Manager to issue a purchase order with Brenntag Pacific, Inc. for sodium hydroxide in the amount not to exceed $35,000 for one year, with four additional one-year renewal options to extend at mutually agreeable price adjustment for a total not to exceed $200,000; and

4. Authorize the Procurement Manager to issue a purchase order with Univar Solutions USA Inc. for sodium hydroxide in the amount not to exceed $35,000 for one year, with four additional one-year renewal options at increases between 5% to 10% for a total not to exceed $200,000.

5.H. Award RFP #328 to Grace Environmental Services for Operations, Maintenance, & Management Services at Charnock Well Field Recommended Action
Staff recommends that the City Council:

1. Award RFP #328 to Grace Environmental Services, a California-based company, for Charnock Well Field operations, maintenance and management City of Santa Monica Generated: 10/24/2022 12:33 PM Page 7 services for the production and treatment of potable water for the Public Works Department; and

2. Authorize the City Manager to negotiate and execute a agreement with Grace Environmental Services, in an amount not to exceed $475,000 for one year with four additional one year renewal options at a 2.0% increase for the first renewal year and 2.5% increase for renewal years 2 through 4 for a total amount not to exceed $2,500,000 over a five-year period, with future year funding contingent on Council budget approval.

5.I. Adoption of the Big Blue Bus Title VI Program
Recommended Action
Staff recommends that the City Council adopt the proposed Big Blue Bus (BBB) Title VI Program so that the Santa Monica Department of Transportation remains eligible for federal grant funds. Title VI of the Civil Rights Act of 1964 protects people from discrimination based on race, color, and national origin to ensure that individuals are not excluded from participation in, denied benefits of, or subjected to discrimination under any program and activity receiving federal financial assistance.

5.J. Adoption of a Resolution Approving Final Parcel Map No. 83173 for 1311 Third Street Promenade
Recommended Action
Staff recommends that the City Council adopt the attached resolution approving Final Parcel Map No. 83173 for a three-unit subdivision of an existing mixed-use building located at 1311 Third Street Promenade, which includes existing residential units, office space, and retail space to be separately leased, financed, or sold.

5.K. Approval of Fifth Modification to Allan D. Kotin & Associates Professional Services Agreement for Real Estate Advisory Services
Recommended Action
Staff recommends that the City Council authorize the City Manager to negotiate and execute a fifth modification to Professional Services Agreement (PSA) #9543 (CCS) with Allan D. Kotin & Associates for continuation of real estate advisory services related to the Santa Monica Pier and other City projects. This modification will extend the term by one year. This will result in a 12-year amended agreement with no increase to the current authorized amount of $340,000, with future year funding contingent on Council budget approval.

5.L. Approval of Agreement with Otis Elevator Company for Parking Structure #5 Elevator Repair
Recommended Action
Staff recommends that the City Council authorize the City Manager to negotiate and execute an agreement with Otis Elevator Company (Otis) for repairs to the Parking Structure 5 elevator for the Public Works Department. This recommended award is made as an exception to the competitive bidding process pursuant to Section

2.24.240 (a1, b, c, d3) and 2.24.250 (b) and is for a total amount not to exceed $503,000.

City of Santa Monica Generated: 10/24/2022 12:33 PM Page 8

5.M. Adoption of Resolutions for Affordable Housing Production Program Fees Recommended Action
Staff recommends that the City Council:

1. Adopt the attached Resolution increasing the Affordable Housing Unit Base Fee by 10.2 percent for new market-rate apartments and condominiums (Attachment A).

2. Adopt the attached Resolution increasing the Affordable Housing Unit Development Cost by 10.2 percent (Attachment B).

5.N. Award Bid to Arakelian Enterprises, Inc., dba Athens Services, for Construction and Demolition Materials Processing - New Item Received 10/20/2022
Recommended Action
Staff recommends that the City Council:

1. Award RFP# 312 to Arakelian Enterprises, Inc., dba Athens Services for construction and demolition material processing and recycling services for the Public Works Department; and

2. Authorize the City Manager to negotiate and execute an agreement with Arakelian Enterprises, Inc., dba Athens Services, in an amount not to exceed $617,000 (including a 15% contingency) for two years, with three additional one-year renewal options in the amount of $1,020,000 on the same terms and conditions for a total amount not to exceed $1,637,000 over a five-year period, with future year funding contingent on Council budget approval.

5.O. Adoption of Salary Resolution for New and Existing Job Classifications and Approval of Position Changes - New Item Received 10/20/2022 Recommended Action
Staff recommends that the City Council:

1. Adopt a resolution of the City of Santa Monica establishing new classifications, revising classification titles, and establishing salary rates for new or existing classifications (Attachment A).

2. Approve the position and classification changes (Attachment B).

5.P. City Council - Regular Meeting - Oct 11, 2022 5:30 PM - New Item Received 10/20/2022

6. PUBLIC INPUT ON REMAINING AGENDA ITEMS

7. STUDY SESSION
No items

8. CONTINUED ITEMS

8.A. Appointment to one unscheduled vacancy on the Disabilities Commission for a term ending on 06/30/2025. Continued from October 11, 2022 City of Santa Monica Generated: 10/24/2022 12:33 PM Page 9

9. ADMINISTRATIVE PROCEEDINGS
No items

10. ORDINANCES
(Public comment is permitted on ordinances for introduction and first reading. No public discussion is permitted on ordinances for second reading and adoption.)

10.A. Second Reading and Adoption of an Ordinance modifying section 3.36.150 formally declaring First Court Promenade as a pedestrian mall and prohibiting vehicular traffic thereon
Recommended Action
Staff recommends that the City Council adopt the attached Ordinance.

10.B. Introduce for First Reading an Ordinance to Amend Santa Monica Municipal Code 8.08.060 to Extend Building Permit Application Expiration Dates for Projects Requiring a Coastal Development Permit
Recommended Action
Staff recommends that the City Council:

1. Adopt the CEQA findings in the staff report set forth under “Environmental Review;”

2. Introduce for first reading the attached ordinance to amend Santa Monica Municipal Code Section 8.08.060(h) to extend the building permit application expiration date for projects requiring a Coastal Development Permit.

10.C. Second Reading and Adoption of an Ordinance to Amend the Text of the City's Ordinance Related to Economic Recovery in (1) the City's Downtown, Mixed Use and Commercial, Employment, Oceanfront, and Public and Semi-Public Districts, Excluding the Area Including and Immediately Adjacent to the Third Street Promenade; and (2) the Area Including and Immediately Adjacent to the Third Street Promenade - New Item Received 10/20/2022
Recommended Action
Staff recommends that the City Council adopt the attached Ordinance.

10.D. Introduction and First Reading of an Ordinance Amending Santa Monica Municipal Code Sections 4.85.010 and 4.85.015 Related to Lobbying Activity and Participation of Lobbyists on City of Santa Monica Boards and Commissions - New Item Received 10/20/2022
Recommended Action
Staff recommends that the City Council introduce for first reading the attached ordinance, which does the following:

1. Amends Santa Monica Municipal Code Section 4.85.010 to further clarify and define “lobbying activity,” with a financial threshold, with certain exceptions;

2. Adds Section 4.85.015 to prohibit any individual from serving on a City board, commission, task force, or advisory board if that individual is currently City of Santa Monica Generated: 10/24/2022 12:33 PM Page 10 registered as a lobbyist in the City of Santa Monica or registered as a lobbyist in the two years prior to appointment.

10.E. Second Reading and Adoption of an Ordinance to adopt the 2022 California Building Standards Code, and Santa Monica local amendments to the 2022 California Building Standards Code, excluding the 2022 California Green Building Code - New Item Received 10/20/2022
Recommended Action
Staff recommends that the City Council adopt the attached Ordinance.

11. STAFF ADMINISTRATIVE ITEMS

11.A. Santa Monica Permanent Parklet Program
Recommended Action
Staff recommends that the Council review the additional information City staff included in the staff report concerning wastewater fees, outdoor heaters, canopies, and parklet size under the Parklet Program and provide comments.

11.B. Adoption of a Resolution to Establish a Home-Share Legalization Program - New Item Received 10/20/2022
Recommended Action
Staff recommends that City Council:

1. Adopt findings set forth in “Environmental Analysis” determining the adoption of a resolution to establish a home-share legalization program is exempt under the California Environmental Quality Act; and

2. Adopt a resolution establishing a home-share legalization program to authorize issuance of temporary, conditional home-share permits pending amendments to the City’s home-share regulations.

12. PUBLIC HEARINGS
No items

13. REPORTS OF BOARDS AND COMMISSIONS
No items

14. RESOLUTIONS

14.A. Adoption of a Resolution Declaring Intention to Award a Franchise Agreement for RFP 300: Digital Wayfinding and Out-of-Home Advertising Kiosk Program - Revised Recommended Action, Report & Reso 10/19/22
Recommended Action
Staff recommends that the City Council adopt the attached Resolution of Intent declaring the Council’s intent to hold a public hearing on November 15, 2022 to award a franchise to BIG Outdoor for the installation, operation, and maintenance City of Santa Monica Generated: 10/24/2022 12:33 PM Page 11 of a digital wayfinding and out-of-home advertising kiosk network for a 20-year term, per the terms and conditions stated in the resolution.

15. WRITTEN COMMUNICATIONS OTHER THAN REPORTS OF COMMISSION AND

OFFICERS
No items

16. COUNCILMEMBER DISCUSSION ITEMS

16.A. Appointment to one unscheduled vacancy on the Personnel Board for a term ending on 6/30/2023.

16.B. Recommendation to accept Therese Kelly's resignation from the Architectural Review Board and authorize the City Clerk to publish the vacancy.

16.C. Request of Mayor Himmelrich and Councilmember Davis that the City Council express its support for Los Angeles County Measure A. Measure A would amend the Charter of the County of Los Angeles to grant the Board of Supervisors authority to remove an elected Sheriff from office for cause by a supermajority (4 out of 5) of the Board

16.D. Request of Councilmembers Negrete and Brock that the City Manager evaluate options to enhance the maintenance and appearance of Lincoln Boulevard between Olympic Boulevard (north and south), inclusive of portions of Olympic Blvd east and west of Lincoln, as depicted roughly in the shaded area in the attached map. This is a highly trafficked and visible area of the City and serves as a gateway for visitors to Santa Monica and the City Manager is being asked to return to City Council with options to improve the area. - New Item Received 10/20/2022

16.E. Request of Councilmember Brock to direct the City Manager to evaluate the potential of programming the open space along Main Street adjacent to the City Hall North Parking Lot in partnership with the Santa Monica Sister City Association that would commemorate our five Sister Cities: Mazatlan, Mexico (1961), Hamm, Germany (1969), Fujinomiya, Japan (1974), Kizugawa, Japan (2017), and Brighton, England (2022). - New Item Received 10/20/2022

16.F. Request of Councilmember Negrete to direct the City Manager to develop construction and annual maintenance cost estimates and evaluate the impacts of constructing courts dedicated to pickleball on the Interim Open Space at Santa Monica Airport adjacent to Airport Park as soon as possible while supporting other current and planned uses on the Interim Open Space. The City Manager is also being asked to produce a schedule of permitted and open recreational use of the tennis / pickleball courts at Memorial Park and evaluate the potential to expand the use of the courts at Memorial Park for pickleball. - New Item Received 10/20/2022
City of Santa Monica Generated: 10/24/2022 12:33 PM Page 12

16.G. Request of Councilmember Negrete that the City Council direct the City Manager and City Attorney to come back with a proposed Ordinance to the City’s Smoking Ordinance, Section 4.44.020(a) of the Santa Monica Municipal Code (“SMMC”), to prohibit smoking in multi-unit residential common areas, and the public right-of-way areas around multi-unit residential buildings. - New Item Received 10/20/2022

16.H. Request of Mayor Pro Tem McCowan that the City Council authorize use of her travel funds for costs incurred from her July 27-30, 2022 travel to Brighton, England for the official Friendship City signing ceremony in partnership with Santa Monica Travel and Tourism and the Santa Monica Sister City Association. - New Item Received 10/20/2022

16.I. Request of Councilmembers Brock, Parra and de la Torre, in the wake of residents’ concerns about the “Builder’s remedy” permits just filed for 1,000s of new housing units, overwhelmingly market rate and up to 15 stories, that the Council ask the City Attorney to hire appropriate outside legal counsel to conduct a thorough review and write a report regarding the City’s legal options and remedies, including rejecting the applications under all applicable laws. The law firm hired to conduct this review shall be selected by the City Council and shall have the power to obtain documents it deems useful to its legal review and be given full cooperation by staff and elected and appointed officials. - New Item Received 10/20/2022

ADJOURNMENT
Agendas and reports are accessible on the City's webpage at www.smgov.net/council/agendas. They are also available at the City Clerk's Office and in alternate formats upon request. For a free email subscription to the City Council Agendas, please contact the City Clerk’s Office at (310) 458-8211 or [email protected].

Members of the public unable to attend a meeting but wishing to comment on an item(s) listed on the agenda may submit written comments prior to the meeting by meeting by mailing them to: City Clerk, 1685 Main Street, Santa Monica, CA 90401 or to [email protected]. Written comments received from the public by 2 PM on the day of the City Council meeting will be distributed to the City Council prior to the meeting and posted online.

City Hall and the Council Chamber are wheelchair accessible. If you require any special disability related accommodations (i.e. sign language interpreting, access to an amplified sound system, etc.), please contact the City Clerk’s Office at (310) 458-8211 or TDD: (310) 917-6626 at least 3 days prior to the scheduled meeting.

Si desea comunicarse con alguien en español, llame a nuestra oficina al (310) 458-8211 y pida hablar con Esterlina Lugo.

Santa Monica Blue Bus Lines #2, #3, #5, #9 and the EXPO Line serve City Hall. Parking is available on Main Street, on Olympic Drive, and in the Civic Center Parking Structure (validation free).

City Council
Report
City Council Meeting: October 25, 2022
Agenda Item: 3.C
1 of 1
To: Mayor and City Council
From: Douglas Sloan, City Attorney, City Attorney's Office Subject: Significant exposure to litigation pursuant to paragraph (2) or (3) of subdivision (d) of Government Code Section 54956.9: (2 potential cases) Prepared By: Esterlina Lugo, Deputy City Clerk
Approved Forwarded to Council
Attachments:

A. Letter to the City of Santa Monica 2022.04.27
B. Letter to City Attorney 2022.09.20

We have been retained by Wilshire and 11th, LLC (“Applicant”) in connection with the Applicant’s proposed six-story, 67.5 foot building that will provide 93 homes (including 11 homes at below market rate affordable rents to Very Low Income (“VLI”) households), 6,200 square feet (“sf”) of ground floor restaurant/retail space, and 600 sf of outdoor dining area (“Project”), at 1101 Wilshire Boulevard (“Project Site”) in the City of Santa Monica, California (“City”).

Our West Coast Land Use & Environmental Practice Group has special focus on enforcing California’s recently reformed housing production laws, such as the Housing Accountability Act (“HAA”), Gov. Code § 65589.5, the State Density Bonus Law (“SDBL”), Gov. Code § 65915, et seq., and Housing Element Law, Gov. Code § 65580, et seq. These laws, as you know, strongly support the approval of housing developments such as the Project. In particular, we briefed and argued California Renters Legal Advoc. & Educ. Fund v. City of San Mateo (2021) 68 Cal. App. 5th 820, the leading published authority on the HAA.

We understand that that City staff has informed the Applicant that staff will disapprove the Project as proposed, and refuse to grant the Project one of the incentives to which it is entitled under the SDBL, without making any of the findings that the law requires. As set forth herein, any such action would be unlawful. Nothing in the SDBL authorizes this approach, and recent case law affirms that the SDBL imposes strict burdens of proof on cities that seek to deny these requests, and substantial liability upon cities that fail to meet those burdens.

3.C.a
Packet Pg. 14
Attachment: Letter to the City of Santa Monica 2022.04.27 (5434 : Anticipated Litigation) Roxanne Tanemori
April 27, 2022

Page 2 ends

#156781051_v2
The purpose of this letter is to (1) document the Applicant’s request for incentives pursuant to the SDBL (2) to describe the City’s obligations to grant incentives pursuant to SDBL; and (3) to describe the application of State housing laws, including Housing Element Law and the HAA.

We hope City staff will work with the Applicant bring this important project to the City of Santa Monica, and help fulfill the City’s obligations under the law and to ensure the Project Site is developed for desperately needed housing, especially for lower-income households. If it will not, please be advised that we are prepared to take any and all action necessary, including litigation if necessary, to protect the Applicant’s rights and to enforce state housing law.

I. The Project Satisfies both the City’s Affordable Housing Production Program and State Density Bonus Law Affordable Housing Requirements.

As described supra, the Project’s 11 homes for Very Low Income households satisfy the City’s inclusionary housing requirements and also qualify the Project for the SDBL. The City’s Affordable Housing Production Program (“AHPP”) requires projects to make available 10 percent of the total units to VLI households in order to satisfy inclusionary housing requirements. Santa Monica Municipal Code (“SMMC”) § 9.64.050(C)(2). The SDBL requires projects to provide 15 percent of a project’s “base” units (prior to applying a density bonus) for VLI households in order to qualify for a 50 percent density bonus. Gov. Code § 65915(f)(2).

The Project’s VLI homes would satisfy and exceed the AHPP’s Tier 1 affordability requirements (93 total units x 10% = 9.3 or 10 units1
), satisfying the City’s requirement. SMMC §

9.64.050(A). The Project also satisfies the SDBL’s 15 percent VLI requirement (62 base units x 15% = 9.3 or 10 units2). Because the Project would make 15 percent of the base density (i.e., pre density bonus project) available to VLI households, the Project is eligible for a 50 percent density bonus under the City’s interim density bonus policy as approved by the City Council.

Gov. Code § 65915(b)(2).

II. The Application of State Density Bonus Law
As very recent case law specifically affirms, “[w]hen a developer meets the requirements of the Density Bonus Law, a local government is obligated to permit increased building density, grant incentives, and waive any conflicting local development standards unless certain limited exceptions apply.” Bankers Hill 150 v. City of San Diego (2022) 74 Cal.App.5th 755, 763 (emphasis added). The SDBL defines an incentive3 as “[a] reduction in site development standards or a modification of zoning code requirements or architectural design requirements,” Gov. Code § 65915(k)(1), and further defines a “development standard” to specifically include a

1 An affordable housing calculation that results in a fractional affordable housing fractional requirement that is less than 0.75 may be satisfied through the payment of an affordable housing fee or through the provision of an affordable housing unit. SMMC § 9.64.050. In this instance, the Applicant has opted to provide an on-site affordable unit to satisfy this requirement.
2 All density calculations resulting in a fractional units are rounded up. Gov. Code § 65915(f)(5). 3 “Incentive” and “Concession” are coterminous and so for simplicity’s sake this letter generally uses the term “incentive.”

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“height limitation, setback requirements, floor area ratio, and onsite open-space requirement.” Gov. Code sec. 65915(o)(1) (emphasis added). SDBL provides that a city “shall grant… incentives or concessions” if requested by an applicant where the applicant proposes to construct a housing development that will contain a specified percentage of affordable units. Gov. Code § 65915(b)(1). These incentives must be granted unless the City can make specific written findings that the grant of the incentive (A) would not result in an identifiable and actual cost reductions to provide affordable housing costs, (B) would have a specific, adverse impacts upon public health and safety, the physical environment, or historic resources, or (C) would be contrary to state or federal law. Gov. Code § 65915(d)(1).

Since 15 percent of the “base” project will provide affordable homes to Very Low Income households, the Project is entitled to up to three incentives. Gov. Code § 65915(d)(2)(C). As present proposed, Project seeks only two incentives: (1) a height increase of 28.5 feet or three stories; and (2) additional FAR up to 3.04.

To date, City staff has refused to process the Project application, stating that it will simply deny the second of these requested incentives, without making the findings that would allow the City to do so. In a recent communication from staff, the City has taken a position that the requested FAR increase “does not appear to be consistent with the intent of an incentive for a density bonus project in a district that does not have traditional measures for maximum density controls.

More specifically, permitting a request for additional FAR over the 50% density bonus provided by State DBL to achieve cost reductions to provide for the project’s affordable housing would result in the ability for any applicant to seek unlimited FAR/density.” Email from Roxanne Tanemori, City of Santa Monica. As set forth infra, this simply is not the case. Moreover, nothing in this letter suggests the City is basing this conclusion on the only legally relevant question, which is whether the City has met its burden of proof to demonstrate that one of the narrow grounds to disapprove the requested incentive are present.

Staff’s position is inconsistent with SDBL, and other housing laws that are intended to spur housing production.

A. The City Bears the Burden in Justifying a Refusal to Grant an Incentive.

Density Bonus Law is to “be interpreted liberally in favor of producing the maximum number of total housing units.” Gov. Code § 65915(r). Courts have interpreted very similar language in other housing laws to narrowly constrain local authority and to require that any difficult questions of interpretation default towards the interpretation that creates the most housing. See, e.g., California Renters, 68 Cal. App. 5th at 836; Ruegg & Ellsworth v. City of Berkeley (2021) 63 Cal. App. 5th 277, 297.

Here, when a project applicant provides the requisite number of affordable homes consistent with SDBL, a city or county must grant the requested incentive unless the city or county can make a “written finding, based upon substantial evidence, of any of the following:

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(A) The concessions or incentive does not result in identifiable and actual cost reductions, consistent with subdivision (k), to provide for affordable housing costs…or for rents for the targeted units to be set as specified in subdivision (c). (B) The concession or incentive would have a specific, adverse impacts, as defined in subdivision (d) or Section 65589.5, upon public health and safety or on any real property that is listed in the California Register of Historical Resources for which there is no feasible method to satisfactorily mitigate or avoid the specific, adverse impact without rendering the development unaffordable to lowincome and moderate-income households. (C) The concession or incentive would be contrary to state or federal law.” Gov. Code § 65915(d)(1). None of the circumstances delineated above apply to the present case, and the City has never argued that they do.

It is important to note that although previous iterations of SDBL required project applicants to submit certain financial information to support a request for incentives and waivers, such requirements have been removed by state law and therefore preempts localities from requiring such information. Effective in 2017, the Legislature amended the Density Bonus Law specifically to eliminate the authority of cities to reject a requested incentive on the grounds that “[t]he concession or incentive is not required in order to provide for affordable housing costs.” Stats.2016, ch. 758 (A.B.2501), § 1; see also Wollmer v. City of Berkeley (2011) 193 Cal.App.4th 1329, 1346; see also Schreiber v. City of Los Angeles (2021) 69 Cal.App.5th 549, 555; Gov. Code § 65915(a)(2) (“A local government shall not condition the submission, review, or approval of an application pursuant to this chapter in the on the preparation of an additional report or study that is not otherwise required by state law, including this section”).

In Schreiber, 69 Cal.App.5th at 556, the Court of Appeal held that the SDBL requires the City to grant incentives unless the city makes affirmative findings that the requested incentives do not result in cost reductions, or the incentives would have specific adverse impacts on public health, safety, the physical environment, or any property listed in the California Register of Historical Resources. Specifically, it is up to the city to overcome a presumption that the incentive would result in cost reductions, whereas prior language required the incentives to be “financially sufficient.”4
Despite the fact that the law is clear that a project applicant need not submit a report evidencing that any incentive is necessary to achieve cost reductions, here the Applicant has provided such evidence, which was provided to the City on August 23, 2021.5 The City cannot now deny this Project without effectively refuting the evidence submitted by Applicant.

4 Stats.2016, ch. 758 (A.B.2501), § 1
5 Letter to Roxane Tanemori, Planning Division from Dave Rand (August 23, 2021).

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To summarize, then: an FAR increase is expressly listed in the statute as an incentive for which an applicant may apply. Gov. Code § 65915(d), (o)(1). Case law – both very recent and longstanding – firmly reinforce that an incentive may only be disapproved if the City meets its burden of proof to make certain specific findings. Schreiber, 69 Cal.App.5th at 556; Wollmer, 193 Cal. App. 4th at 1346. By contrast, there is no case law of which we are aware that could support a city’s decision to disapprove a requested incentive without making any of the limited findings in statute. Courts have repeatedly declined to read into the SDBL limitations on the scope of the law that are not contained in its text. See, e.g., Bankers Hill 150, 74 Cal. App. 5th at 775; Wollmer, 193 Cal. App. 4th at 1346-47 (rejecting arguments that SDBL should be read to limit a developer’s ability to propose a project with amenities that render the project unable to comply with objective standards; enforcing city’s requirement to grant SDBL waivers unless statutory criteria are satisfied). This would be the case even under ordinary rules of interpretation. But in light of the statute’s express direction that it must be “interpreted liberally in favor of producing the maximum number of total housing units,” Gov. Code § 65915(r), there should be no doubt that disapproving a clearly available incentive without making any of the required findings would expose the City to substantial litigation risk.

B. The City’s Justification for Denying Additional FAR Do Not Withstand Scrutiny.

The foregoing alone is dispositive. But independently of this, we also note that the City’s stated rationale for disapproving the incentive does not withstand scrutiny.

The City’s February 18, 2022 communication rationalized that “permitting a request for additional FAR over the 50% density bonus provided by State DBL to achieve cost reductions to provide for the project’s affordable housing would result in the ability for any applicant to seek unlimited FAR/density.”6 This simply is not the case. As set forth supra, following the City’s approach to calculating density, the “base” project consists of 62 homes, and the FAR requested, although in excess of the City’s normal standard, only allows 93 homes to be built. This is not “unlimited” density. It is, rather, only the density to which the Project is entitled under the SDBL.

The City, we understand, calculates “density” only in terms of FAR (despite the significant tension this creates with the text of the SDBL, which specifically provides that density calculations are made in terms of units, see Gov. Code § 65915(f), and with the Planning & Zoning Law, which specifically distinguishes FAR as a metric of building “intensity” that is distinct from “density,” which is a measure of population, see Office & Planning & Research, General Plan Guidelines, Ch. 4, at pp. 47-47). As City staff puts it, the City does not “have traditional measures for maximum density controls.” This is largely a problem of the City’s own making, but in any event case law has long established an appropriate approach to calculating SDBL density bonuses, incentives and waivers when a city does not follow “traditional measures.” See Wollmer, 193 Cal.App.4th at 1345; Wollmer v. City of Berkeley (2009) 179

6 Email to Dave Rand from Roxanne Tanemori (February 18, 2022).

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Cal. App. 4th 933, 942 (both cases affirming City of Berkeley’s approach by calculating the number of dwelling units in a “base project” and in a bonus project, even though the City of Berkeley does not calculate density through the traditional measure of allocating each parcel a specific number of dwelling units per acre). Specifically, as set forth supra, a city can calculate a “base” project through application of its standard land use controls (here, yielding a 62-home “base” project). Then an applicant is entitled to a density bonus (here, 50%, allowing a 93-home project), as well as the applicable number of incentives (here, three), and an unlimited number of waivers of all standards that would physically preclude the Project, as designed, with the incentives requested. Gov. Code § 65915(e)(1). Bankers Hill 150, 74 Cal. App. 5th at 775.

Under this approach, the Project is entitled to waive any FAR limit that would preclude the development of a 92-home project. Under no circumstances can the Project, as designed, with reasonably sized homes, fit within the City’s FAR limit. See ibid. (“city may not apply any development standard that would physically preclude construction of that project as designed, even if the building includes “amenities” beyond the bare minimum of building components”) (emphasis added).

The FAR increase could be characterized in the alternative as a “waiver” - but in no event can the FAR increase be lawfully denied.

C. The City Would Be Liable for Disapproving the Incentive or Waiver.

The SDBL provides applicants with a private right of action for an applicant to initiate judicial proceedings to challenge SDBL incentive or waiver denials, to enforce the requirements of the law, and to recover attorneys’ fees and costs from the City if forced to do so. Gov. Code § 65915(d)(3), (e)(1). The City’s refusal to process the Project application consistent with state law requirements would expose the City to these and other forms of liability.

III. Disapproving the Project Would Imperil the City’s Ability to Bring Itself Into Compliance with Housing Element Law.

We are also mindful that the City is currently out of the compliance with Housing Element Law, as determined by HCD after completing its review of the City’s 6th Cycle Housing Element. As a part of the most recent Regional Housing Needs Assessment, the City must plan for an 8,897 residential units, inclusive of 2,794 VLI units.7 Blocking this Project would significantly imperil the City’s ability to meet these goals and to otherwise come into compliance with Housing Element Law.

A. Removal of Governmental Constraints
In its own Housing Element adopted last year, the City has recognized a litany of issues that act as a constraint to the provision of housing, including the SMMC’s inconsistency with SDBL.

7 SCAG Letter, p. 3. https://scag.ca.gov/sites/main/files/fileattachments/6th_cycle_final_rhna_allocation_plan_070121.pdf?1646938785

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Housing Element, p. E-18. The City has proposed to “update the density bonus ordinance… to clarify how to apply State density bonus law in the City’s Commercial and mixed-use districts that do not have density controls, including the application of State density bonuses to floor area dedicated to residential uses. Housing Element, p. 23. This shows that the difficulties the Applicant has encountered using the SDBL are well known to the City.

Further, HCD was not satisfied with the level of analysis provided by the City in its 6th Cycle Housing Element and has determined that the City’s most recently adopted Housing Element does not comply with Housing Element Law. In particular, HCD concluded that the City’s analysis of potential and actual governmental constraints for the provision of housing was insufficient and advised the City to “identify and analyze all relevant land-use controls impacts as potential constraints on a variety of housing types. The analysis should analyze land-use controls independently and cumulatively with other land-use controls. The analysis should address any impacts on cost, supply, housing choice, affordability, timing, approval certainty and ability to achieve maximum densities and include programs to address identified constraints.” HCD Letter, p. 7 (emphasis added). Precluding the Project because of the City’s unusual approach to density bonuses would require the City to disclose this additional constraint on housing production. Failure to do so may keep the City from coming into compliance with Housing Element Law.

B. No Net Loss Requirements
Housing Element Law also requires local agencies to specify in its Housing Element an inventory, which shall specify for each site the number of units that can realistically be accommodated on that site and whether the site is adequate to accommodate lower income housing, moderate-income housing, or above moderate-income housing. Gov. Code § 65583.2(c). Remarkably, despite the City’s refusal to process the Project, the Project Site features in the City’s “Report on Suitable Sites” (Appendix F) multiple times.8 In Appendix F, the City represents that there are a number of projects pending approval that would provide a total of 42 VLI units, 11 of which would be provided through the approval of the Project, consistent with the Project application. Housing Element, p. F-36; see also p. F-21.

Additionally, the City has identified the Project Site as site that is capable of achieving a 3.03 FAR for a total of 93 residential units, when utilizing density bonus law. 9 Housing Element, p.

F-38. It appears the City wants to have it both ways - by representing to the state that there is some certainty that the Project will be processed and approved in the manner requested by the Applicant, and at the same time refusing to process the Project application, thereby effectively resulting in a denial of the Project.

8 City of Santa Monica, 6th Cycle Housing Element. Available at: https://www.santamonica.gov/media/HousingElement-Update-2021-to-2029/Adopted%20Appendix%20F%20SSI%20Report%20Clean%20Complete.pdf 9 We note that the City’s analysis of the maximum FAR at the Project Site is just slightly less than 3.04 FAR requested by the Applicant.

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Failure to process the Project application, or otherwise approve the Project as proposed (and presented in the Housing Element) would violate Housing Element Law’s “No Net Loss” requirements. Under the No Net Loss rule, a City cannot take action or deny a project described in its Housing Inventory Analysis unless the City can make the written findings, supported by substantial evidence that both of the following circumstances are present:
(A) The reduction is consistent with the adopted general plan, including the housing element.
(B) The remaining sites identified in the housing element are adequate to meet the requirements of Section 65583.2 and to accommodate the jurisdiction’s share of the regional housing need pursuant to Section 65584. The finding shall include a quantification of the remaining unmet need for the jurisdiction’s share of the regional housing need at each income level and the remaining capacity of sites identified in the housing element to accommodate that need by income level.

Gov. Code § 65863. The City cannot enjoy the benefit of making representations to the state that the Project Site will yield 93 residential units, including 11 VLI units, and then devise ways to effectively deny the Project as proposed.

Moreover, the Applicant’s FAR request (which the City characterizes as “unlimited”) is below the FAR currently contemplated as part of the City’s Housing Element related re-zoning effort.

Based on the redlines and staff reports circulated to the Planning Commission and City Council to date, staff proposes increasing the baseline FAR in the MUB zone where the site is located to

2.75:1, with 15% of the units reserved for a blend of affordable housing levels (i.e., 5% Very Low Income, 5% Low Income and 5% Moderate). This proposed affordability requirement would entitle this applicant to a 20% density/FAR increase under the State Density Bonus Law above the increased 2.75:1 baseline FAR, to 3.3:1 (2.75 X 1.20 = 3.3:1 FAR). The Applicant’s proposed FAR -- which only slightly exceeds 3:1 -- is not only limited in scope but also actually below the targeted FAR increases City staff have proposed as part of a battery of zoning changes necessary for the City to comply with State Housing Element law and meet its RHNA mandates.

The Planning Department’s recent communication to the City Council dated April 24, 2022 indicates that to overcome HCD’s most recent objections to the City’s approved Housing Element the City will need to make even more significant changes to increase zoned capacity throughout the City to meet the RHNA. In this context, the City cannot credibly argue that this applicant’s modest FAR increase of 3:1 in the MUB zone cannot be approved on the grounds that it represents a request for “unlimited” density.

IV. Failure to Process the Project Application Would Violate the Housing Accountability Act

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A. The Housing Accountability Act Narrows a Local Agency’s Ability to Deny Projects that are Consistent With All Applicable, Objective General Plan, Zoning and Subdivision Standards and Criteria.

The California Legislature has found and declared that a lack of housing “is a critical problem that threatens the economic, environmental, and social quality of life in California,” and that “[t]he excessive cost of the state’s housing supply is partially caused by activities and policies of many local governments that limit the approval of housing, increase the cost of land for housing, and require that high fees and exactions be paid by producers of housing.” Gov. Code § 65589.5(a). As a result, the Legislature has recently enacted and reformed numerous State laws that strongly support approval of developments such as the Project, and that narrowly circumscribe cities’ authority to deny or significantly condition the approval of such projects.

By refusing to process the Project application, the City is effectively denying the Project, in violation of the HAA. HAA “imposes a substantial limitation on the government’s discretion to deny a permit” for housing. N. Pacifica, LLC v. City of Pacifica, 234 F.Supp.2d 1053, 1059 (N.D. Cal. 2002), aff’d, 526 F.3d 478 (9th Cir. 2008) (internal quotation omitted). This law strongly compels cities to approve housing developments that are consistent with the plans that cities have previously adopted. In recent case law, the California Court of Appeal has emphasized that the HAA must “be interpreted and implemented to ‘afford the fullest possible weight’ to the approval of housing.” California Renters, 68 Cal. App. 5th at 894 (quoting Gov.

Code § 65589.5(a)(2)(L)).

Here, the Project is a “housing development project” as defined in the HAA because it is a “[m]ixed-use development[] consisting of residential and nonresidential uses with at least twothirds of the square footage designated for residential use.” Gov. Code § 65589.5(h)(2). The Project also complies with all “applicable, objective general plan, zoning, and subdivision standards and criteria, including design review standards, in effect at the time that the application was deemed complete,” Gov. Code § 65589.5(j)(1).10 The HAA “deems a project consistent with applicable objective standards ‘if there is substantial evidence that would allow a reasonable person to conclude’” that the project complies. California Renters, 68 Cal.App.5th at 894 (quoting Gov. Code § 65589.5(f)(4)). To the extent the Project conflicts with any density standard, the Project’s affordable homes entitle the Applicant to a density bonus pursuant to the State Density Bonus Law, Gov. Code § 65915, and this density bonus is disregarded for purposes of considering whether a project complies with objective standards under the HAA. See Gov.

Code § 65589.5(j)(3).

Moreover, the Project is also now “deemed” to satisfy all objective standards, because the deadline to provide written documentation of any inconsistency has now passed.11 See Gov.

Code § 65589.5(j)(2); cf. Ruegg & Ellsworth, 63 Cal.App.5th at 327 (enforcing nearly identical “deemed to satisfy” requirement in Gov. Code § 65913.4). The conclusion that the Project

10 As noted, the Project application was submitted on February 21, 2021, and supplemented on August 23, 2021. 11 The Applicant is actually entitled as a matter of law to even greater deviations from City-adopted standards with the provision of up to three incentives, but has opted to only seek two incentives.

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complies with the City’s objective standards established as a matter of law. We understand that the Applicant submitted a complete application for the Project on February 11, 2021, and supplemented the application on August 23, 2021.12 From either date, the 30-day deadline to provide written documentation of inconsistency with objective standards has now expired.

When, as here, a housing development project complies with objective standards, a city’s authority to disapprove the application is extremely narrow. A local agency cannot disapprove a project - or reduce its density - unless the agency meets the burden of proving by a “preponderance of the evidence” that the project would have an unavoidable impact on public health or safety. Gov. Code § 65589.5(i)-(j). A finding of public health or safety impacts must be a “significant, quantifiable, direct, and unavoidable impact, based on objective, identified written public health or safety standards, policies, or conditions as they existed on the date the application was deemed complete.” Gov. Code § 65589.5(j)(1)(A). A city is required to further affirmatively prove that there are no feasible means of addressing such “public health” and “safety” impacts other than rejecting or reducing the size of the Project. Gov. Code § 65589.5(j)(1)(B). Unsurprisingly, the State Legislature recently emphasized its expectation that this type of “public health or safety” condition would “arise infrequently.” Gov. Code § 65589.5(a)(3). Here, there is no evidence – much less the required preponderance of the evidence – that this Project could cause any unavoidable public health or safety impact. As a result, the City’s action in effectively disapproving the Project – or requiring it be reduced in size – would violate the HAA.

B. Similar to State Density Bonus Law, the Housing Accountability Act Provides a Robust Set of Legal Remedies Which Create a Significant Incentive for Private Parties to Enforce It.

The HAA contains a robust set of enforcement remedies, which the Legislature has recently made even stronger. If a reviewing court finds that the City has violated the HAA’s provisions, the Act provides that, in addition to ordering compliance with the Act, a court “shall award reasonable attorney’s fees and costs of suit to the plaintiff or petitioner . . . except under extraordinary circumstances . . ..” Gov. Code §65589.5(k) (emphasis added); see also Honchariw, 218 Cal.App.4th at 1037. The Act also directs courts to order cities to pay fines if the court concludes the city acted “in bad faith.” Gov. Code § 65589.5, subd. (l). In addition to any other remedies provided for, in a case of bad faith court “shall multiply the fine…by a factor of five.” Id. Further, an unusually broad range of plaintiffs can sue to enforce the HAA. The Applicant may sue to enforce the act, but even if the Applicant declines to pursue legal action, “any person who would be eligible to apply for residency in the development,” or a housing organization, can also sue cities for violating the HAA. Gov. Code § 65589.5, subd. (k). Housing organizations regularly bring HAA actions against jurisdictions that have disapproved, or even

12 Letter to City of Santa Monica, dated August 23, 2021.

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reduced the density of, a housing development project protected by the HAA. See, e.g., California Renters, 68 Cal. App. 5th 820.

V. Conclusion
In summary, we remain concerned that the City is not complying with various housing laws inclusive of State Density Bonus Law, Housing Element Law, and the Housing Accountability Act which have been enacted to in favor of provision housing and removing governmental constraints that hinder the provision of such housing. We urge the City to act urgently and process the Project application consistent with such laws.

Very truly yours,

HOLLAND & KNIGHT LLP
Jennifer L. Hernandez
Daniel R. Golub
Paloma Perez-McEvoy
cc: Jing Yeo, Planning Manager
Susan Cola, Interim City Attorney
Wilshire and 11th, LLC
Dave Rand

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Attachment: Letter to the City of Santa Monica 2022.04.27 (5434 : Anticipated Litigation) 16130 Ventura Boulevard │ Suite 600 │Encino, CA 91436│ T 747.221.7100 │ F 747.221.7101 ENCINO | FRESNO | LOS ANGELES | ONTARIO | PLEASANT HILL | SACRAMENTO SAN FRANCISCO | SANTA MONICA | SANTA ROSA | TRUCKEE
www.RLSlawyers.com
Elizabeth Silver Tourgeman
Attorney at Law
[email protected]
September 20, 2022
VIA ELECTRONIC MAIL [[email protected]] & FIRST CLASS MAIL Douglas T. Sloan, City Attorney
City of Santa Monica
1685 Main Street
Santa Monica, CA 90401
Re: Public Safety and Reform Oversight Commission - Final Notice to Remove Commissioners Who Fail to Meet Minimum Qualifications
Dear Mr. Sloan:

I am writing on behalf of the Police Officer’ Association (“POA”) to follow up on a letter dated July 20, 2022 to Lisa Parsons requesting a detailed accounting of each Commissioner’s training and the dates on which it was attended to ensure proper compliance with the Municipal Code and the Settlement Agreement between the POA and the City of Santa Monica related thereto. Specifically, as you are aware, each Commissioner must have attended the training set forth in Municipal Code Section 2.50.020(f) by May 31, 2022 or they shall be removed from the Commission.

Section 2.50.020(f) provides:

Within six months of appointment, each commissioner shall participate in training relevant to providing oversight of law enforcement and to the understanding of racial justice. Such training shall include participation in the SMPD Community Academy; a training session of two hours or less presented by the SMPOA that will address topics including the rights of police officers under the Police Officers Bill of Rights; and reasonable additional required training as identified by the Commission, which may include programs offered by the National Association of Civilian Oversight of Law Enforcement, the Association of Local Government Auditors, entities with experience providing racial justice training, or other similar bodies.

The Commissioners initially appointed to the Commission shall have until May 31, 2022 to complete the required training. Failure to complete required training will result in removal from the Commission. (Added by Ord. 2662CCS, adopted 1/26/21; amended by Ord. 2686CSS § 2, adopted 1/11/22)

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In response to the aforementioned July 20th request, we received an accounting of the approved training by the Commission that must be completed by each Commissioner in order to ensure compliance with the Settlement Agreement between the City of Santa Monica and the Police Officers’ Association and the above quoted Municipal Code. Pursuant to the City’s records, three Commissioners did not meet the training requirements and must be removed immediately from the Commission in order to avoid a direct violation of the City’s own laws.

1. Jaime Cruz: Pico Neighborhood Partnership; youth advocate: According to the City’s records of the Final Commission Academy Attendance, Commissioner Jamie Cruz was absent from the May 19th Internal Affairs/POBR Training and the May 25th Traffic Stops Practical Training.

2. Miranda McLaughlin-Basseri (young adult): Santa Monica College student; External Vice President, SMC honor society: Commissioner McLaughlin-Basseri did not attend any of the May 19th training sessions (Investigations, Misdemeanor Filing, or Internal Affairs/POBR).

3. Angela Scott: Former Arts Commissioner; Public Safety Reform Advisory Committee; Santa Monica Black Agenda; Committee for Racial Justice:

Commissioner Scott did not attend the May 25th training (Use of Force, CNT/Mobile Field Force, Traffic Stops Classroom, or Traffic Stops Practical). Interestingly, Commissioner Scott requested accommodations under the Americans with Disabilities Act seeking virtual training. Despite the fact that she does not qualify under the law for ADA accommodations as a part-time Commissioner, the Department nevertheless worked directly with City employees assigned to Risk Management to notify her in advance that it would be able to accommodate her with outdoor training sessions, masks and social distancing. She refused to attend yet has been known to voluntarily attend other outdoor events of her choosing during that same time frame with and without a mask.

Based on the above, the City is being formally notified that it has two weeks from the date of this letter to provide additional supporting documentation to ensure the aforementioned three Commissioners are entitled to remain on the PSROC and that they met the minimum qualifications within the parameters mandated by the Code. If the City is unable to produce such evidence, it must immediately disqualify Commissioners Cruz, McLaughlin-Basseri and Scott.

Alternatively, we will seek action in an alternative legal forum.

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The impetus for the training requirement was to ensure that the actions and authority of the Commission as agreed to by the POA is allowed only with the training necessary to ensure such actions are done with the knowledge base of critical information. It is extremely disappointing that the City is willing to let the training requirement remain unfulfilled without any corresponding limitation on the Commission’s power. It should be clear that any actions taken by the Commission in violation of the training requirement shall be deemed null and void.

Thank you in advance for your prompt attention to this serious matter.

Very truly yours,

RAINS LUCIA STERN
ST. PHALLE & SILVER, PC
/s/ Elizabeth Silver Tourgeman
Elizabeth Silver Tourgeman
EST:cg
cc: Gerardo Leyva

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Attachment: Letter to City Attorney 2022.09.20 (5434 : Anticipated Litigation) City Council
Report
City Council Meeting: October 25, 2022
Agenda Item: 3.E
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To: Mayor and City Council
From: Douglas Sloan, City Attorney, City Attorney's Office, Administration Subject: Conference with Legal Counsel – Existing Litigation – Litigation has been initiated formally pursuant to Gov. Code Section 54956.9(d)(1): John VMA Doe, et al. v. City of Santa Monica, et al., Case No. 22STCV30598; John TAU Doe, et al. v. Santa Monica PAL, et al., Case No. 22STCV19401; John Doe 1- 4 v. Does 1-50, Case No. 21STCV34537; John Doe 5 and John Doe 6 v.

Does 1-50, Case No. 22STCV08765; John JH Doe v. Police Activities League, et al., Case No. 21STCV24491; John Doe (D.C.) v. Santa Monica Police Activities League, et al., Case No. 21STCV47551; John Doe (MU) v.

Santa Monica PAL, et al., Case No. 22STCV17022; John Doe #1, John Doe #2 and John Doe #3 v. Santa Monica PAL, et al., Case No. 22STCV03113; John Doe 142 v. Doe 1, Doe 2, and Doe 3, Case No. 22STCV01268; Jose Villaseñor v. City of Santa Monica, et al., Case No. 22STCV17835 Prepared By: Bradley Michaud, Legal Operations Coordinator Approved Forwarded to Council

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City Council
Report
City Council Meeting: October 25, 2022
Agenda Item: 4.A
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To: Mayor and City Council
From: Denise Anderson Warren, City Clerk, Special Agenda Items Subject: City Manager Report
Prepared By: Christopher Smith, Assistant to the City Manager Approved Forwarded to Council

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City Council
Report
City Council Meeting: October 25, 2022
Agenda Item: 5.A
1 of 3
To: Mayor and City Council
From: Rick Valte, Public Works Director, Public Works, Water Resources Subject: Award a Professional Services Agreement to ADS Corporation for Flow Monitoring & Data Analysis at the City's Two Wastewater Outfalls Recommended Action
Staff recommends that the City Council authorize the City Manager to negotiate and execute an agreement with ADS Corporation for sewer flow monitoring for the Public Works Department. This recommended award is made as an exception to the competitive bidding process pursuant to Section 2.24.250 (b) and is for a five-year agreement with a total amount not to exceed $130,000 with future year funding contingent on Council budget approval.

Summary
The City’s Public Works Department – Water Resources Division manages two outfalls within the City as part of the City’s agreement with the City of Los Angeles for the conveyance, treatment, and disposal of wastewater. Sewer monitoring at the two outfalls support accurate billing for wastewater generated within the City that is treated at the City of Los Angeles’ Hyperion Treatment Plant. Staff recommends that ADS Corporation (ADS) be awarded a five-year professional services agreement for this service as an exception to the competitive process.

Discussion
Santa Monica’s two wastewater outfalls, LA-1 and SM-1, are located at the Annenberg Beach House and in front of 3110 Main Street, respectively. The purpose of the outfalls is to measure the difference in strength and flow of the wastewater entering the City

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from the City of Los Angeles’ amalgamated system against the flow that is leaving the City to be treated at the City of Los Angeles’ Hyperion Treatment Plant.

ADS has specialized equipment required to access the two outfalls and knowledge of the City’s sanitary sewer system that allows them to measure the wastewater accurately and in the manner required by the City of Los Angeles. ADS’ specialized equipment includes flow monitoring devices and sensor equipment to measure the strength of the wastewater that are unique to ADS and not common to any other manufacturers of similar equipment. These specialized equipment and techniques used by ADS are important for accurately measuring the wastewater flows passing through the established outfalls, as this data is shared with the City of Los Angeles for determining the cost of conveyance and treatment of the City’s wastewater at the City of Los Angeles Hyperion Treatment Plant.

Exception to Competitive Bidding
Staff recommends ADS Corporation to perform sewer monitoring and data analysis as an exception to competitive bidding per Muni Code 2.24.250(b). b. when a good or service is copyrighted, patented or only available from one license holder, including, proprietary goods, original equipment manufacturers and/or exclusive distributors;
Vendor Justification
ADS continues to be the only manufacturer that produces the unique, patented technologies to measure the wastewater flow accurately. In order to maintain control and operating efficiencies of these highly accurate instruments, ADS has developed proprietary techniques, procedures, and software tools for maximizing data accuracy and uptime to meet City of Los Angeles’ requirements.

Financial Impacts and Budget Actions
Staff seeks authority to approve available funding from the Wastewater Fund to award a professional services agreement with ADS Corporation for flow monitoring and data services at the City of Santa Monica’s two wastewater outfalls. Future year funding is contingent on Council budget approval.

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Agreement Request
FY 2022-23
Request Amount
Future Years Amount Department Account # Total Contract Amount
$26,000 $104,000 51500001.552010 $130,000
Prepared By: Chris Aguillon, Water Resources Protection Specialist Approved Forwarded to Council
Attachments:

A. Oaks Initiative - (ADS)

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CITY OF SANTA MONICA

OAKS INITIATIVE DISCLOSURE FORM
In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a “public benefit.” If the “public benefit” is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity.

Public benefits include:

1. Personal services contracts in excess of $25,000 over any 12-month period;

2. Sale of material, equipment or supplies to the City in excess of $25,000 over a 12- month period;

3. Purchase, sale or lease of real property to or from the City in excess of $25,000 over a 12- month period;

4. Non-competitive franchise awards with gross revenue of $50,000 or more in any 12-month period;

5. Land use variance, special use permit, or other exception to an established land use plan, where the decision has a value in excess of $25,000;

6. Tax “abatement, exception, or benefit” of a value in excess of $5,000 in any 12- month period; or

7. Payment of “cash or specie” of a net value to the recipient of $10,000 in any 12- month period.

Name(s) of persons or entities receiving public benefit:

Name(s) of trustees, directors, partners, and officers:

Name(s) of persons with more than a 10% equity, participation, or revenue interest:

Prepared by: ____________________________Title: __________________________ Signature: ______________________________________ Date: ________________ Email: ____________________________________ Phone: ____________________ FOR CITY USE ONLY:

Bid/PO/Contract # ____________________________ Permit # ___________________________ ________________
________________
Joseph Goustin Treasurer & Assistant Secretary
09/10/2022
[email protected] (256)430-3366
ADS Corporation
Florian Pfefferle Joseph Goustin
Hal Kimbrough
None

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Attachment: Oaks Initiative - (ADS) (5054 : Sewer Flow Monitoring & Data Analysis) City Council
Report
City Council Meeting: October 25, 2022
Agenda Item: 5.B
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To: Mayor and City Council
From: Edward F King, Director, Department of Transportation, Transit Maintenance Subject: Award Bid to American Moving Parts, LLC, for Purchase of Brake Parts for Bus Fire Department Apparatus
Recommended Action
Staff recommends that the City Council:

1. Award Bid #4426 to American Moving Parts, LLC for the purchase of brake parts and brake reline kits for the Transportation and Fire Departments;

Summary
The City of Santa Monica’s Department of Transportation (DOT) operates 195 transit buses fueled by renewable natural gas and battery electric power. DOT maintenance staff perform replacements of worn items on the braking systems of DOT’s transit buses and the Fire Department’s heavy-duty apparatus, which wear down because of normal operation. DOT purchases brake reline kits that contain all necessary parts and hardware to facilitate the complete refurbishment of the brake assembly.

Staff recommends awarding Bid #4426 to American Moving Parts for the purchase and delivery of brake reline kits for transit buses and heavy-duty fire apparatus. The award would ensure that the braking systems on the City’s heavy-duty transit buses and fire apparatus are maintained in accordance with Original Equipment Manufacturer (OEM) recommendations. The award would be for a two-year period in an amount not to

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exceed $128,770 for the first year, with the two-year total amount not to exceed $276,856, which includes a 10% contingency and a 15% cost escalator in year two.

Discussion
The City’s fleet of heavy-duty fire apparatus and transit buses require routine brake pad and drum/rotor replacement to ensure the safe operation of the vehicles. DOT’s transit buses run over 380,000 miles per month. During normal operation, the braking systems on these heavy-duty vehicles suffer wear requiring periodic replacement to ensure safe operation. DOT uses reline kits containing a set list of parts needed to service the brake systems on its transit buses and fire apparatus. The bundling of parts needed to perform the work of servicing the brakes improves workflow and simplifies the purchase of brake parts. The brake reline kits contain all the materials needed to replace brakes including drums, brake linings and pads, and the associated hardware. The kits ensure the braking systems are maintained to OEM specifications to operate at optimum efficiency and maintain the brake system in a state of good repair.

The award of Bid #4426 to American Moving Parts would enable the DOT to perform routine service and replacement on the City’s heavy-duty fire apparatus and transit buses to maintain these vehicles in good operating condition.

Vendor Selection
Bidder Recommendation
Best Bidder American Moving Parts, LLC
Evaluation Criteria
Price, quality of services offered, ability to perform all services, bidder experience, and history of providing these services to the Department of Transportation
Municipal Code SMMC 2.24.180
Submittals Received
American Moving Parts $276,856
Gillig LLC No Bid
John A. Martin & Associates No Bid
Muncie Transit Supply No Bid

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Bid Data
Date
Posted Posted On
Advertised in
(City Charter & SMMC)
Vendors
Downloaded
Date Publicly
Opened
3/29/2022 ProcureNow Santa Monica Daily Press 13 4/21/2022 Best Bidder Justification
Bids were evaluated based on the criteria in SMMC 2.24.180 including price, ability to provide the services according to City specifications included in the bid, experience, reputation, and training of the bidder. American Moving Parts was the only bid received. The City received three no-bid responses stating that they did not provide the requested products. American Moving Parts has a positive history of providing this service to the Department of Transportation with no complaints regarding their workmanship, and pricing consistent with current rates in the industry.

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Financial Impacts and Budget Actions
Staff seeks authority to approve available funding from the Big Blue Bus Fund and the General Fund to award a purchase order with American Moving Parts, LLC for the purchase of brake reline kits for transit buses and fire apparatus. Future year funding is contingent on Council budget approval.

Purchase Order Request
FY 2022-23 Budget
Request Amount
Future Years’ Budget
Request Amount
Department/CIP Account
#
Total Amount
$95,000 $109250 60600008.529300 $204,250
$23580 $27118 C6004750.689000 $50,698
$10,190 11,718 01190001.529470 $21,908
Total $276,856
Prepared By: David Nanjo, Administrative Analyst
Approved Forwarded to Council
Attachments:

A. AMP 7.27.22 Oaks

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Attachment: AMP 7.27.22 Oaks (5173 : Award bid for Bus and FD Brake Parts)

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Attachment: AMP 7.27.22 Oaks (5173 : Award bid for Bus and FD Brake Parts) City Council
Report
City Council Meeting: October 25, 2022
Agenda Item: 5.C
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To: Mayor and City Council
From: Douglas Sloan, City Attorney, City Attorney's Office, Administration Subject: Adoption of a Resolution Making Findings Regarding AB361 Teleconference Meetings
Recommended Action
Staff recommends that Council adopt a resolution making the findings required by AB 361 to continue teleconference meetings of the City Council and City Boards, Commissions, and Task Force.

Discussion
AB 361 authorizes public agencies to conduct meetings by teleconference, including video conference, without compliance with all of the Brown Act’s limitations on such meetings, while a state of emergency resulting from the COVID-19 pandemic remains active and state or local officials have imposed or recommended measures to promote social distancing.

Initial reliance on AB 361 required the following: (1) there must be a proclaimed state of emergency; and (2) one of the following circumstances exist – (a) state or local officials have imposed or recommended measures to promote social distancing; or (b) the legislative body has determined by majority vote that, as a result of the emergency, meeting in person would present imminent risk to the health or safety of attendees. See Government Code Section 54953(e)(1) (all citations herein are to the Government Code). Once the initial invocation of AB 361 is made, continued reliance on AB 361 for subsequent meetings requires the following: (1) either the proclaimed state of emergency remains active or state or local officials have imposed or recommended

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measures to promote social distancing; and (2) not later than 30 days after teleconferencing for the first time under the AB 361 rules, and every 30 days thereafter, the legislative body, by majority vote, finds that it has reconsidered the circumstances of the emergency and at least one of the following circumstances exists – (a) the state of emergency continues to directly impact the ability of the members to meet safely in person or (b) state or local officials continue to impose or recommend measures to promote social distancing. See Section 54953(e)(3). Both of the conditions required to continue to rely on AB 361 are presently satisfied. The Governor’s State of Emergency Declaration, issued on March 4, 2020, and the City’s declaration of a local emergency issued March 13, 2020, as supplemented and modified through the 43rd Supplement, remain in place and have not been lifted.

The Requirements of AB 361.

If a public agency invokes AB 361, the notice and participation requirements for teleconferenced meetings are as follows: (1) each notice of the meeting and agenda must identify the means by which members of the public may access the meeting and offer public comment by either a call-in option or an internet-based service option; (2) teleconferenced meetings must be conducted in a manner that protects the statutory and constitutional rights of the parties and the public appearing before the legislative body; (3) public comments cannot be required to be submitted in advance of the meeting (though this may remain an option); (4) the public must be able to attend the meeting via call-in option or internet-based service option; (5) the public must have an opportunity to address the legislative body directly and offer comment in real time via call-in option or internet-based service option; (6) if there is a disruption that prevents the public agency from broadcasting the meeting using the call-in option or internetbased service option, or if there is a disruption within the public agency’s control that prevents members of the public from offering public comments using the call-in option or internet-based service option, the legislative body shall take no further action on items appearing on the agenda until public access to the meeting via the call-in option or internet-based service option is restored; and (7) the legislative body shall allow a reasonable amount of time per agenda item to allow public members the opportunity to

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provide public comment, including time for members of the public to be recognized for the purpose of providing public comment. See Section 54953(e)(2).

The Current Findings
While not experiencing the high case levels and positivity rates as seen during the height of the winter surge, Los Angeles County continues to experience increases in COVID-19 cases and test positivity rates. As of October 3, 2022, LA County has confirmed 3,459,997 cases of COVID-19 within the County to date, with 1,133 new cases reported for October 3, 2022 alone, and has continued to advise that public health measures, such as masking, are recommended to prevent the further spread of COVID-19. The HOO continues to focus the public health response to COVID-19 in Los Angeles County, among other things, to protect the most vulnerable among us.

Members of Boards and Commissions previously voiced concern about being required to return to in-person meetings given that, as validated by the Health Officer Order, many people, including those with identified underlying medical conditions, unvaccinated older adults, people from ethnic and racial minority groups, remain at risk for severe illness from COVID-19 (more likely to be hospitalized, need intensive care, require a ventilator to help them breathe, or die). Accordingly, on March 22, April 12, May 10, May 24, June 14, July 12, July 26, August 23, 2022, September 13, 2022, and October 11, 2022 the City Council adopted findings under AB 361 to allow Boards and Commissions to elect to continue meeting remotely. The findings proposed by the attached resolution will allow Boards and Commissions to continue to elect to meet remotely.

In light of AB 361, the continuing COVID-19 emergency, the continuing recommendations by the Los Angeles County Department of Public Health of social distancing as one mechanism for preventing the spread of COVID-19, and the continued threats to health and safety posed by indoor public meetings with large attendance, staff recommends that Council adopt the proposed resolution making the findings required to continue to invoke AB 361. Doing so will allow City Council and City Board, Commission, and Task Force meetings to continue to occur by teleconference

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without compliance with the teleconferencing requirements set out in Section 54953(b)(3) that would otherwise apply.

The procedures that were established for City Council meetings when it held meetings remotely, providing for public attendance and comment through a call-in or internetbased service option, satisfy the requirements of AB 361. The City Clerk will work with City Boards, Commissions, and Task Forces to ensure that their meeting procedures for all meetings continue to similarly comply with the requirements of AB 361.

As indicated above, although the attached AB 361 Resolution authorizes all Boards and Commissions to continue to meet remotely, a Board or Commission can affirmatively decide to meet in person, just as the City Council decided for itself. In other words, for Boards and Commissions, the default will be remote meetings unless and until any decision to meet in person. As indicated above, the Council will need to make AB 361 findings anew every 30 days to permit this option to continue.

Fiscal Impacts
Budget for conduct of Council and City Board, Commission, and Task Force meetings is included in the FY 2022-23 budget.

Prepared By: Douglas Sloan, City Attorney
Approved Forwarded to Council
Attachments:

A. CM-reso-AB361

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1 City Council Meeting: October 25, 2022 Santa Monica, California RESOLUTION NUMBER _________ (CCS)
(City Council Series)

A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SANTA MONICA MAKING FINDINGS AS REQUIRED BY AB 361

TO PERMIT COUNCIL AND CITY BOARD, COMMISSION, AND TASK FORCE

MEETINGS TO CONTINUE TO BE CONDUCTED BY TELECONFERENCE WHILE THE COVID-19 EMERGENCY REMAINS IN PLACE
WHEREAS international, national, state, and local health and governmental authorities are responding to an outbreak of respiratory disease caused by a novel coronavirus named “SARS-CoV-2,” and the disease it causes has been named “coronavirus disease 2019,” abbreviated COVID-19, (“COVID-19”); and WHEREAS, on March 4, 2020, the Governor of the State of California declared a state of emergency to make additional resources available, formalize emergency actions already underway across multiple state agencies and departments, and help the State prepare for broader spread of COVID-19; and
WHEREAS, on March 4, 2020, the Los Angeles County Board of Supervisors and Department of Public Health declared a local emergency and local public health emergency to aid the regional healthcare and governmental community in responding to COVID-19; and
WHEREAS, on March 13, 2020, the President of the United States of America declared a national emergency and announced that the federal government would make emergency funding available to assist state and local governments in preventing the spread of and addressing the effects of COVID-19; and

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Attachment: CM-reso-AB361 (5231 : AB361 Findings for Teleconference) 2 WHEREAS, on March 13, 2020, the City Manager, in his role as the Director of Emergency Services, (“Director of Emergency Services”) issued an Executive Order of the Director of Emergency Services of the City of Santa Monica Declaring the Existence of a Local Emergency (“Executive Order”) declaring a local emergency pursuant to Chapter 2.16 of the Santa Monica Municipal Code to ensure the availability of mutual aid and an effective response to COVID-19 and this local emergency was restated on March 14, 2020, through a revised declaration of local emergency to ensure compliance with all digital signature requirements (“Revised Executive Order”); and WHEREAS, the Governor’s March 4, 2020 declaration of a state of emergency based on the COVID-19 pandemic remains in place; and
WHEREAS, the Proclamation of Existence of a Local Emergency issued by the Director of Emergency Services on March 13, 2020, has been ratified by the City Council on March 19, 2020, April 6, 2020, April 14, 2020, May 12, 2020, May 26, 2020, June 9, 2020, June 23, 2020, July 14, 2020, July 28, 2020, September 8, 2020, October 27, 2020, December 15, 2020, January 26, 2021, March 23, 2021 effective May 22, 2021, July 13, 2021, August 24, 2021, October 26, 2021, December 7, 2021, March 8, 2022 effective May 7, 2022, May 24, 2022, July 12, 2022, July 26, 2022, August 23, 2022, September 13, 2022, and October 11, 2022, with the result that the proclamation of a local emergency based on the COVID-19 pandemic remains in place; and
WHEREAS, throughout the emergency resulting from the COVID-19 pandemic, the Los Angeles County Department of Public Health (“LACDPH”) has issued a series of Health Officer Orders containing mandates and recommendations for keeping safe and preventing the spread of COVID-19; and

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Attachment: CM-reso-AB361 (5231 : AB361 Findings for Teleconference) 3 WHEREAS, the Ralph M. Brown Act, Government Code Sections 54950-54963, allows for meetings of legislative bodies of a local agency, as those terms are defined in the Brown Act, to occur via teleconferencing subject to certain requirements, particularly that the legislative body notice each teleconference location of each member that will be participating in the public meeting, that each teleconference location be accessible to the public, and that members of the public be allowed to address the legislative body at each teleconference location, see Government Code Section 54953(b)(3); and WHEREAS, on September 16, 2021, the Governor signed into law Assembly Bill No. 361 (“AB 361”), which, until January 1, 2024, authorizes a local agency to use teleconferencing without complying with the teleconferencing requirements imposed by the Brown Act when a legislative body of a local agency holds a meeting during a declared state of emergency, as that term is defined, when state or local health officials have imposed or recommended measures to promote social distancing or when the legislative body has determined that meeting in person would present imminent risks to the health or safety of attendees; and
WHEREAS, AB 361 requires legislative bodies that hold teleconferenced meetings under its abbreviated teleconferencing procedures to give notice of the meeting and post agendas, as described, to allow members of the public to access the meeting and address the legislative body, to give notice of the means by which members of the public may access the meeting and offer public comment, including an opportunity for all persons to attend via a call-in option or an internet-based service option, and to conduct the meeting in a manner that protects the statutory and constitutional rights of the parties and the public appearing before the legislative body; and

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Attachment: CM-reso-AB361 (5231 : AB361 Findings for Teleconference) 4 WHEREAS, AB 361 requires the legislative body to take no further action on agenda items when there is a disruption which prevents the public agency from broadcasting the meeting, or in the event of a disruption within the local agency’s control which prevents members of the public from offering public comments, until public access is restored; and
WHEREAS, AB 361 prohibits the legislative body from requiring public comments to be submitted in advance of the meeting and specifies that the legislative body must provide an opportunity for the public to address the legislative body and offer comment in real time; and
WHEREAS, AB 361 prohibits the legislative body from closing the public comment period and the opportunity to register to provide public comment, until the public comment period has elapsed or until a reasonable amount of time has elapsed, as specified; and WHEREAS, when there is a continuing state of emergency, or when state or local officials have imposed or recommended measures to promote social distancing, AB 361 requires a legislative body to make specified findings not later than 30 days after the first teleconferenced meeting pursuant to these provisions, and to make those findings every 30 days thereafter, in order to continue to meet under AB 361’s abbreviated teleconferencing procedures; and
WHEREAS, on September 28, 2021, October 26, 2021, November 23, 2021, December 14, 2021, January 11, 2022, February 8, 2022, March 8, 2022, March 22, 2022, April 8, 2022, May 10, 2022, May 24, 2022, June 14, 2022, July 12, 2022, July 26, 2022, August 23, 2022, September 13, 2022, and October 11, 2022, the City Council adopted Resolutions, which made the findings required by AB 361 to allow the City Council and

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Attachment: CM-reso-AB361 (5231 : AB361 Findings for Teleconference) 5 all City Boards, Commissions, and Task Forces to continue to meet under AB 361’s abbreviated teleconferencing procedures, and authorized the City Council and all City Boards, Commissions, and Task Forces to conduct meetings under AB 361’s abbreviated teleconferencing procedures, without complying with the requirements set forth in Government Code Section 54953(b)(3), subject to compliance with the requirements set forth in Government Code Section 54953(e)(2); and
WHEREAS, in light of the continuing State and local declarations of emergency resulting from the COVID-19 pandemic, the City Council desires to again make the findings required by AB 361 to allow the City Council and all City Boards, Commissions, and Task Forces to continue to meet under AB 361’s abbreviated teleconferencing procedures.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA MONICA DOES RESOLVE AS FOLLOWS:

SECTION 1. The City Council finds that the State and local declarations of emergency resulting from the COVID-19 pandemic remain in place, and that the state of emergency continues to directly impact the ability to meet safely in person.

SECTION 2. The City Council finds that local officials have continued to recommend measures to promote social distancing.

SECTION 3. As a result of the findings in Sections 1 through 2 above, the City Council and all City Boards, Commissions, and Task Forces are authorized to conduct meetings under AB 361’s abbreviated teleconferencing procedures, without complying with the requirements set forth in Government Code Section 54953(b)(3), subject to compliance with the requirements set forth in Government Code Section 54953(e)(2).

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Attachment: CM-reso-AB361 (5231 : AB361 Findings for Teleconference) 6 SECTION 4. If any section, subsection, sentence, clause, or phrase of this Resolution is for any reason held to be invalid or unconstitutional by a decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Resolution. The City Council hereby declares that it would have passed this Resolution and each and every section, subsection, sentence, clause, or phrase not declared invalid or unconstitutional without regard to whether any portion of this Resolution would be subsequently declared invalid or unconstitutional.

SECTION 5. The City Clerk shall certify to the adoption of this Resolution, and thenceforth and thereafter the same shall be in full force and effect.

APPROVED AS TO FORM:
____________________________
Douglas Sloan, City Attorney

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Attachment: CM-reso-AB361 (5231 : AB361 Findings for Teleconference) City Council
Report
City Council Meeting: October 25, 2022
Agenda Item: 5.D
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To: Mayor and City Council
From: David Martin, Director, City Planning
Subject: Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act Contracts) for Designated Historic Resources Located at 2602 Third Street, 227 Beach Street, 227 Broadway, 818 Grant Street and 174 Kinney Street
Recommended Action
Staff recommends that the City Council adopt the attached Resolutions authorizing the City Manager to execute Historic Property Preservation Agreements (Mills Act Contracts) between the City of Santa Monica and the owners of City-designated historic resources located at 2602 Third Street, 227 Beach Street, 227 Broadway, 818 Grant Street, and 174 Kinney Street.

Summary
The City has a longstanding commitment to historic preservation that includes educating property owners about and offering the benefits of the Landmarks program. One of those benefits is the Mills Act, California Government Code Sections 50280-50290, a State law that enables contracts between local governments and property owners of qualified historic properties authorizing a property tax reduction. The Mills Act is one of the most effective financial incentives available to owners of historic properties and is an important tool for implementing the City’s Historic Preservation Element goals promoting the designation and long-term preservation of historic resources. Currently, 95 properties in Santa Monica are protected with Mills Act contracts.

The City received five applications for consideration in 2022, three are residential multifamily properties, located at 227 Beach Street, 2602 Third Street and, 818 Grant Street, and two are commercial buildings, the former Enterprise Fish Company, located at 174

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Kinney and the Keller Block building, located at 227 Broadway. On September 12, 2022, the Landmarks Commission reviewed and recommended approval of all five applications. Staff has determined that each application meets all applicable requirements of State law and the Santa Monica Municipal Code (SMMC). Therefore, staff recommends approval of all five Mills Act Contracts. Mills Act contracts are approved by Resolution of the City Council (Attachments F through J).

Background
In 1991, as part of a comprehensive revision to the City’s Landmarks Ordinance, the City Council authorized designated Structures of Merit, Landmarks, and contributing structures located in designated Historic Districts to be considered qualified historic properties eligible for historic property contracts submitted pursuant to the provisions of the Mills Act. As a result, property owners of designated historic properties may file a Mills Act Contract application. In 2014, the Council passed an Ordinance that revised the City’s Mills Act Program by amending SMMC Section 9.56.270(F) to narrow contract eligibility requirements and expand applicant submittal requirements.

Specifically, a Mills Act Contract may only be approved if:

1. The property has no outstanding violations of the Santa Monica Municipal Code, or any other applicable Federal, State, or local law, rule or regulation;

2. The property is not subject to a tax delinquency; and

3. All work that has been previously conducted on the property conforms to the Secretary of the Interior’s Standards for the Treatment of Historic Properties.

The City requires applicants for Mills Act Contracts to provide a report prepared by a qualified architect describing the condition of the structure and its rehabilitation and maintenance needs to ensure the resource’s historic integrity and structural stability and, therefore, continue the life and usefulness of the historic structure.

Recommendations in the architect's report are reflected in the proposed ten-year maintenance plan submitted to the County Tax Assessor's office which determines the value of the historic property based upon its current net operating income, rather than upon the traditional assessed valuation method. In most cases, the result is a reduction

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in property tax. In exchange for a property tax reduction, the owner agrees to protect, maintain and, if necessary, restore the historic property.

The initial Mills Act contract term is a minimum 10-year period. Each year on the anniversary of the effective date of the agreement, also known as the renewal date, a year is automatically added to the initial 10-year term of the agreement. This effectively makes the term of the contract at least 10 years, but possibly indefinite unless the owner or City submits a notice of non-renewal. Alternatively, the owner may petition the City to initiate an immediate cancellation, which would result in payment of a penalty equal to 12.5% of the property’s assessed current fair market value, as determined by the County Assessor as though the property were free of the contractual restriction. The City may also cancel the contract in the event of a breach of contract conditions, whereby the property owner would be subject to pay the same 12.5% penalty.

Property owners are required to obtain all applicable entitlements such as a Certificate of Appropriateness, and all associated building permits, for work proposed in the 10- year maintenance plan. Furthermore, all work proposed in the 10-year maintenance plan must comply with “The Secretary of the Interior’s Standards for the Treatment of Historic Properties with Guidelines for Preserving, Rehabilitating, Restoring & Reconstructing Historic Buildings” (Weeks & Grimmer, 1995; revised 2017), as subsequently amended from time to time. Property owners are also required to submit a report to the City on a biennial basis to demonstrate compliance with contract terms.

Staff reviews the reports received and may conduct site inspections to confirm the completion of work tasks as part of its assessment.

Discussion
There are three multi-family applications for consideration for this calendar year; 2602 Third Street, 227 Beach Street, and 818 Grant Street. The applications for 227 Broadway and 174 Kinney Street are commercial buildings. Staff has determined that each property qualifies under SMMC 9.56.270(F), as there are no confirmed or outstanding Code violations; the properties are current in property tax payments; and all

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work that had been previously conducted, was done in a manner that is consistent with the Secretary of the Interior’s Standards.

The specific details of each property are discussed below as well as the background of the Third Street Neighborhood Historic District of which two of the three residential properties are included as contributing structures.

Third Street Neighborhood Historic District
The Third Street Neighborhood Historic District is the City’s first Historic District and was designated on July 1, 1990. It consists of 38 contributing buildings constructed between 1875 and 1930, on Third Street between Ocean Park Boulevard and Hill Street. This small Ocean Park neighborhood illustrates many of the historical and architectural patterns that characterized the larger community. Historically, the neighborhood has ties to some of the Santa Monica’s most prominent early residents. Architecturally, the buildings chronicle the evolution of the design from the Victorian era through the revival styles of the 1920’s and 1930’s, with an emphasis on hipped roof, turn-of-the-century cottages, and Craftsman bungalows.
2602 Third Street and the parcel commonly known as 227 Beach are contributing structures located in The Third Street Neighborhood Historic District. The district is notable for its representation of a variety of late 19th century and early 20th century residential architectural styles as well as for its lack of substantial infill structures. The neighborhood’s architectural consistency is also particularly memorable in Ocean Park, where wood frame California bungalows and low scale Spanish Revival structures frequently exist adjacent to large apartment buildings.

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2602 Third Street
Figure 1: Photo of 2602 Third Street (three structures) A Mills Act Contract is proposed for the Craftsman style buildings that were constructed in 1910 per the Los Angeles County Assessor’s Office. Three residential buildings comprised of four residential units are all contributing structures to the Third Street Neighborhood Historic District. The character defining features include wood shingle siding and wide eaves with rafter tails. The application photos serve to detail the scope of work and character defining features.

As part of the Mills Act application, a Historic Structure Condition Assessment and Maintenance Plan was prepared by Robert J Chattel. The report assesses the existing condition of the residential building and identifies repair, restoration/rehabilitation, and maintenance needs (Attachment A) along with a general schedule for completion of

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work. As discussed more fully in Attachment A, the property appears to be in fair/good condition. The contract would specify a landscape architect be engaged to create a landscape plan, design/install drip irrigation and remove overgrown planting by creating a 12-inch buffer surrounding the building thus protecting the historic features.

The largest rehabilitation costs specify hiring a structural engineer to evaluate and prepare plans for seismic upgrades to the building(s) foundations as well as replacement of the existing sewer lines and laterals by a licensed plumber. The texture coat on siding, eaves and rafter tails shall be removed using the gentlest means possible. Work proposed such as window rehabilitation and replacement of those windows that have been altered, contracting with a licensed contractor for a building inspection report on electrical, plumbing and heating systems (building system upgrades), and following recommendations on verifying the existing roof conditions and installing insulation have been included in the rehabilitation priorities and will prolong the life and use of the building. Rehabilitation work described will be done in the immediate/near future.

The applicant has developed a 10-year rehabilitation/maintenance plan describing tasks that will be undertaken to address the identified concerns and ensure on-going maintenance that is expected to be realized through the projected tax savings. The maintenance tasks are estimated to have an annual total cost of approximately $7,000 with all identified exterior restoration/rehabilitation projected to cost $291,000 over the initial 10-year contract period.

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227 Beach Street
Figure 2: Photo of 227 Beach Street
A Mills Act Contract is proposed for the multi-unit residential building and parcel designated as a contributor to the Third Street Neighborhood Historic District on July 1, 1990 (District described above). The property consists of thirteen units sited south of Ocean Park Boulevard and along the north side of Beach Street comprised of four structures. The Mediterranean Revival residences predate the Spanish Colonial revival style but share some of its materials and characteristics. Four attached bungalows constituted within three rows and a solo building were constructed in 1924. Addresses associated with the site include: 227, 229, 231, 233, Beach Street and 2543 and 2545 2 nd Street.

The vernacular mode of these Mediterranean Revival residences is characterized by flat roofs with parapets, capped in clay tile that step up in the center and at the ends of each unit. With the downward grade toward Second Street, each unit is slightly offset in the elevation from the next, with the line of the parapet reflecting the downward step of each unit. A tile-clad linear hood lines the base of base of each parapet. Additional clay tiled

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hoods with simple wood stick-work framing provide shelter for each front door. The exterior walls are finished with a lightly sand-textured stucco.

As part of the Mills Act application, an architect’s report was prepared by Isabelle Duvivier. The report details the extensive renovation work that has received a Certificate of Occupancy, and annual maintenance needs (Attachment B). Three Certificate of Appropriateness were issued, and the exterior building was issued a final inspection on April 2, 2022. As discussed more fully in Attachment B, the building has been substantially renovated and the work has been completed. Rehabilitation improvements included significant foundation, concrete site work, plumbing, electrical, mechanical, roofing and landscape/irrigation improvements. All wood windows were replaced inkind including “horn details” on the upper portion of the double hung windows. Doors were replaced or rehabilitated with flat casing trim surrounds and paint was removed from original hardware. All roof and subfloor vents were replaced, new gutters and downspouts were installed and 85% of the original Spanish ceramic roof tiles were reused in the complete roof restoration. The estimated cost for these completed rehabilitation improvements, inclusive of interior work is $3,248,892.

Future work associated with the Mills Act contract includes rehabilitation involving cosmetic tasks addressing maintenance and cleaning of building systems, including mechanical, plumbing, gutters, exterior lighting and wood window repairs, painting; improvements to building wood decorative features and landscape improvements have been prioritized by the architect’s report. Included in the application is a 10-year rehabilitation/maintenance plan describing tasks that will be undertaken to ensure ongoing maintenance that is expected to be realized through the projected tax savings.

The identified maintenance tasks are estimated to have a total cost of approximately $261,500 over the ten-year contract period.

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227 Broadway
Figure 3: Photo of 227 Broadway Street
A Mills Act Contract is proposed for 227 Broadway, the building, commonly known as the Keller Block, is located on southwest corner of the Third Street Promenade in the City’s downtown. The commercial building was designated as a City Landmark on October 13, 2008.

The Keller Block is a rare example of a large, architecturally distinctive, 1890’s masonry multi-use commercial building in Santa Monica. The subject property retains the majority of its primary character defining features on the exterior including the brickwork, arched openings, rectangular openings with contrasting stone lintels and sills, and castiron storefronts by the Llewellyn Ironworks of Los Angeles. As one of the earliest and the most prominent commercial buildings in this immediate area of downtown, the structure manifests the feeling of early commercial life in the central business district. It

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is an excellent and rare local example of the Richardsonian Romanesque Revival style as applied to a commercial structure exhibiting distinguished architectural characteristics of the style including the massing, roof form, parapets, turret, brick and ashalar brownstone (denoting that the materials are closely laid with very little mortar between them), as well as other signature trademarks of the idiom in its overall design.

As part of the Mills Act application, an architect’s report was prepared by Kaplan Chen Kaplan. The building was constructed in 1893. The report assesses the condition of the building and identifies repair, restoration/rehabilitation, and maintenance needs (Attachment C) along with a general schedule for completion of work. The suggested rehabilitation work includes a professional evaluation of foundation and structural building and parapet condition.

Major expenditures include assessing windows, surrounds and seals, roof replacement and upgrading mechanical systems. In total, the applicant has identified that the amount of $260,000 to be invested into the rehabilitation of these systems. In addition to the completed rehabilitation work, a 10-year maintenance plan describing tasks that will be undertaken to address the identified concerns that are expected to be realized through the projected tax savings has been included in the application. The existing building condition is listed as fair and in need of significant maintenance. The upgrades and repairs described specify repointing the brick and grout work, maintaining iron work, concealing exposed conduits, and investing in systems upgrades. The identified maintenance tasks over 10 years are estimated to have a total cost of $1,043,000.

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818 Grant Street
Figure 4: Photo of 818 Grant Street
A Mills Act Contract is proposed for the multi-unit residential building constructed in 1929 as an apartment court building in the Spanish Colonial Revival style, consisting of 12units in one U-shaped building.

The property is significant for conveying early patterns of multi-family residential development that shaped Santa Monica and the east Santa Monica area in the early decades of the twentieth century, prior to the establishment of Sunset Park subdivision in 1936 from which the entire planning district has taken its name. Tract 5512, where the subject property is located, dates from 1922, and was initially owned and recorded by the California Trust Company of Los Angeles. By the time the subject property was built within the neighborhood in 1929, it was one of several dozen residences that were scattered throughout the many blocks of the east Santa Monica area. The subject property is considered a rare example of early twentieth century housing type built prior to 1936 and therefore, manifests early elements of the City’s architectural heritage.

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The residential building and parcel were designated as a City Landmark on July 12, 2021. It incorporates many of the typical character-defining features of the style and period including horizonal massing, asymmetrical elevations, roof dorms and material, stucco finish, fenestration pattern, clay tile roof/trim accents, incorporation of simple tower features, rounded arched shaped openings, and courtyard. Besides general maintenance work, some modifications to the building have been made, including replacement of most of the original wood-frame windows (casement and sash) to metal framed sliders and alterations to the staircase at the south end of the complex for access to the second-story apartments.

As part of the Mills Act application, an architectural report was prepared by Kaplan Chen Kaplan. The report assesses the condition of the building and identifies maintenance needs (Attachment D) along with a general schedule for completion of work. As discussed more fully in Attachment D, the building is in fair/good condition.

Recommended rehabilitation improvements include in the first year include reroofing with assessment of parapet caps and porch overhangs, assessing condition and painting original doors, painting and inspection of window frame and sills and repair of stair handrails leading to the second floor. Priority replacement of non-original windows and replacement and garage door consistency/uniformity of appearance, which has been identified by the applicant to have a valuation of $5,000. Future work associated with the Mills Act contract includes a maintenance plan as the primary mechanism for general building repairs to the sitework/ drainage, maintenance of landscape with irrigation systems, inspection of plumbing systems, with repairs to be prioritized as detailed in the architect’s report. A 10-year maintenance plan has been developed as part of the application. The maintenance plan describes tasks that will be undertaken to address the identified concerns and ensure on-going upkeep that is expected to be realized through the projected tax savings. The identified maintenance tasks are estimated to have a total cost of approximately $305,000 with all identified rehabilitation tasks having been completed over the initial 10-year contract period.

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174 Kinney Street
Figure 5: Photo of 174 Kinney Street/ 171-177 Pier Avenue The property at 174 Kinney and 171-177 Pier Avenue is associated with the early commercial and transportation history of Santa Monica, specifically the pivotal role of the Pacific Electric Railway in the development of Ocean Park during the first decades of the 20th century. The date of construction is 1913. The two-story vernacular commercial building with retail storefronts facing Pier Avenue and a large single-story truss-roof former automobile repair garage facing Kinney. The Pacific Electric Railway

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maintained an office in the Pier Avenue portion of the building from at least 1933 to 1953, when the railway ceased operations in Santa Monica, and, as such, is likely the last extant structure associated with the Pacific Electric in Ocean Park, if not all of Santa Monica. While it appears that the garage itself was not utilized by the Pacific Electric Railway for its own purposes, the Kinney-facing garage operated separately and serviced the cars of locals and visitors at a time when automobiles came to eclipse public transportation. Designed by the in-house designers of the Pacific Electric, and built by Houghton and Anderson, a Los Angeles contracting firm, the property displays elements of commercial vernacular design of the period, including the Art Deco façade of the Kinney building, and Spanish Colonial Revival elements of the Pier building. The siting of the building also reflects its significance – its location along Trolleyway (now Neilson Way), the former right-of-way of the Pacific Electric-adjacent to the site of the train station at 3011 Trolleyway; and its location along Pier, the major west-east artery of Ocean Park and the hub of railway-related activities in the neighborhood. The building’s period of significance is 1926-1953.

Character-defining architectural features are separated into three elevations of the Vernacular Commercial building and include a symmetrical arrangement divided into 3 bays, brick Art Deco pilasters with finials atop pilasters flanking the central bay, recessed entry and large painted fixed wood windows located in each outer bay.

As part of the Mills Act application, a Historic Structure Condition Assessment and Maintenance Plan was prepared by Kaplan Chen Kaplan. The report assesses the existing condition of the residential building and identifies repair, restoration/ rehabilitation, and maintenance needs (Attachment E) along with a general schedule for completion of work. As discussed more fully in Attachment E, the building is in fair condition. The Kinney building’s future work associated with the Mills Act contract includes improvements include cleaning, painting and repair of the metal windows and grills, masonry pointing/ grout work, and the roof replacement. The work programed for the Pier building includes site work, maintenance of the existing aluminum windows, upkeep of the plaster façade finish and landscape maintenance as well as removal of overgrown vines. Also included is the rehabilitation work involving the restoration of the

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front door assembly, major heating, plumbing and structural systems, landscape maintenance and irrigation repair. A maintenance plan has also been prepared for general building repair. The applicant has developed a 10-year rehabilitation/ maintenance plan describing tasks that will be undertaken to address the identified concerns and ensure on-going maintenance that is expected to be realized through the projected tax savings. The identified maintenance tasks are estimated to have a total cost of approximately $240,000 (Pier) and $403,00 (Kinney) with all identified rehabilitation tasks projected to cost $643,500 over the initial 10-year contract period.

Financial Impacts and Budget Actions
There is no immediate financial impact or budget action necessary as a result of the recommended action. Staff will return to Council if specific budget actions are required in the future. Execution of these Mills Act Contracts would result in a reduction in annual property tax revenue to the City in the estimated amount of $21,700 for FY 2023-24 and subsequent years thereafter. A summary financial analysis table is included as Attachment P.

Prepared By: Regina Szilak, Associate Planner
Approved Forwarded to Council
Attachments:

A. 2602 3rd Street application materials
B. 227 Beach application materials
C. 227 Broadway application materials
D. 818 Grant Street application materials
E. 174 Kinney Street application materials
F. OAKS INITIATIVE FORM 2602 3rd Street
G. OAKS INIATIVE FORM 227 Beach Street
H. OAKS INITIATIVE FORM 227 Broadway
I. OAKS INITIATIVE FORM 174 Kinney 171-177 Pier

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J. OAKS INITIATIVE FORM 818 Grant Street
K. CDD - Reso - Mills Act (227 Beach) 102522
L. CDD - Reso - Mills Act (2602 3rd) 102522
M. CCD - Reso - Mills Act (227 Broadway) 102522
N. CDD - Reso - Mills Act (174 Kinney) 102522
O. CDD - Reso - Mills Act (818 Grant) 102522
P. Mills Act Financial Analysis

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City of Santa Monica
Planning and Community Development Department
City Planning Division
(310) 458-8341

MILLS ACT CONTRACT APPLICATION
Application Number (s)_____________________________ Date Filed:

Fee:

Receipt #
Received by:

PROJECT ADDRESS ___________________________________________________ Land Use Element District ________________ Zoning District __________________ Legal Description (Lot, Block, Tract) ____________________ Legal Description (Book, Page, Parcel #) __________________ APPLICANT:

Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ ARCHITECT/DESIGNER:

Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ ATTORNEY (optional):

Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ Santa Monica Business License No. __________
2602 3rd Street and 250, 248 and 244 Beach Street
Lot 1, Block N, Vawters Ocean View Tract
Book 9, Page 1, 4287-010-022
Robert Jay Chattel, AIA
13417 Ventura Blvd.
818-788-7954 [email protected]
NA
NA
Steven and Melissa Macko
1257 Cabrillo Ave
650-576-6843 [email protected] and
[email protected]
NA

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Existing Use of Property: ____________________________________ Date of Local Designation: __________________________________ Please give a brief summary of the general condition of the Landmark Structure:

Is rehabilitation or maintenance needed? (Select one)
_____ Rehabilitation _____Maintenance
Is the property designated as part of an historic district? Yes ____ No ____ If so, what district? ______________________________
Is the property listed on the National Register of Historic Places? Yes ____ No ____ If so, date of designation: _________________

APPLICATION MATERIALS
The following materials must be submitted to the Planning Division along with this application form in order to process a Mills Act Contract application:

An Architectural Report and a Restoration/Rehabilitation plan are required for the designated historic property. If the building is already restored and in good condition, a maintenance list must be submitted to support the need for tax relief.

Please submit one (1) unbound, single-sided copy of each of the following items:

1. An Architectural Report identifying the status and condition of all character-defining features of the building and site prepared by a certified architect.

2. A ten (10) year Restoration/Rehabilitation Plan with estimate cost and schedule prepared by a certified architect.

Please note that a Mills Act Contract only regulates exterior restoration/rehabilitation and general maintenance of your property. If you are also planning interior work, please include a description of this work in a separate section (please see attached sample plan).

3. A ten (10) year Maintenance Plan with estimate cost and schedule. Please describe all periodic/ongoing maintenance needs of the structure including plumbing, electrical, roofing and structural systems. This information must be submitted as a section of the Restoration/Rehabilitation Plan.

4. Photographs (35 mm or digital) of all building elevations and character defining features.

5. Information required for the Financial Analysis (fill in the two highlighted boxes on the attached form). Staff will use this form to calculate an estimate of the Mills Act tax assessment with the information provided. Please note that this forthcoming analysis is only an estimate. The Los Angeles County Office of the Assessor will make a revised tax assessment that will be applicable for the next tax year.

Residential
July 1, 1990
Intact property of three dwellings, and two out buildings.

X
X
Third Street Neighborhood Historic District
X

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills

6. Copy of the legal description for the property ("Exhibit A" on a Grant Deed).

7. Copy of the latest property tax bill for the property.

8. OPTIONAL: One (1) digital copy of above listed items #1-4 on a CD or diskette.

I (we) hereby certify that the information contained in this application and attached hereto is correct to the best of my knowledge and that this application is made with the knowledge and consent of the property owner.

APPLICANT'S SIGNATURE: ___________________________ DATE: __________ APPLICANT'S SIGNATURE: ___________________________ DATE: __________ I (we) hereby declare under the penalty of perjury that I (we) am (are) the owners of the property involved in this request, or if the owner is a corporation or other entity that I (we) are duly authorized to execute this affidavit on behalf of said corporations or entity. I further declare that the foregoing statements and the information submitted herewith are true and correct. I certify that this application is being made with my consent.
____________________________________ ________________________ PROPERTY OWNER’S SIGNATURE DATE
____________________________________ ________________________

PROPERTY OWNER'S SIGNATURE DATE
5/31/22

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Attachment A:

ContemporaryPhotographs
2602 3rd Street and 250-244 Beach Street

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Attachment A: Contemporary Photographs
2602 3rd Street and 250-244 Beach Street - Exterior
Chattel, Inc. | Historic Preservation ConsulImage 1: Subject property with addresses identified (Google Maps, 2022) N
2602 3rd Street and 250 Beach Street
244 Beach Street
248 Beach Street

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Attachment A: Contemporary Photographs
2602 3rd Street and 250-244 Beach Street - Exterior
Chattel, Inc. | Historic Preservation ConsulImage 2: 2602 3rd, east and north elevations (left), 248 Beach, north elevation (far right), view southwest (Chattel, 2022) Image 3: 2602 3rd, east and north elevations (left), view southwest (Chattel, 2022)
Image 4: 2602 3rd, east elevation (left), view west (Chattel, 2022) Image 5: 2602 3rd, south (left) and north elevation (right), view northwest (Chattel, 2022)

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Attachment A: Contemporary Photographs
2602 3rd Street and 250-244 Beach Street - Exterior
Chattel, Inc. | Historic Preservation ConsulImage 6: 2602 3rd, east elevation, view northwest, detail of porch steps (Chattel, 2022)
Image 7: 2602 3rd, east elevation, view southwest (Chattel, 2022)
Image 8: 2602 3rd, east (left) and south elevations (center), view north (Chattel, 2022)
Image 9: 2602 3rd, south elevation, view north, detail of brick foundation of porch (Chattel, 2022)

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Attachment A: Contemporary Photographs
2602 3rd Street and 250-244 Beach Street - Exterior
Chattel, Inc. | Historic Preservation ConsulImage 10: 2602 3rd, east elevation of garage, view west (Chattel, 2022)
Image 11: 2602 3rd, and south elevations, view north (Chattel, 2022)
Image 12: 2602 3rd, east elevation of garage (left) and south elevation of dwelling (right), view west (Chattel, 2022) Image 13: 2602 3rd, north elevation of garage (center) and west elevation of dwelling (left), view west (Chattel, 2022)

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Attachment A: Contemporary Photographs
2602 3rd Street and 250-244 Beach Street - Exterior
Chattel, Inc. | Historic Preservation ConsulImage 14: 2602 3rd, west (left) and south (right) elevations, view northwest (Chattel, 2022)
Image 15: 2602 3rd, west (left) and south (right) elevations, view northwest (Chattel, 2022)
Image 16: 2602 3rd, west elevation, view southeast (Chattel, 2022)
Image 17: 2602 3rd, north (left) and west (right) elevations, view southeast, note entrance to 250 Beach (right) (Chattel, 2022)

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Attachment A: Contemporary Photographs
2602 3rd Street and 250-244 Beach Street - Exterior
Chattel, Inc. | Historic Preservation ConsulImage 18: 2602 3rd, west elevation (left), 248 Beach, north elevation (far right), view southeast (Chattel, 2022)
Image 19: 2602 3rd, north elevation, view south (Chattel, 2022) Image 20: 2602 3rd, north elevation, view south (Chattel, 2022) Image 21: 2602 3rd, basement, view southwest, detail of brick cripple wall and post and beam structure (Chattel, 2022)

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Attachment A: Contemporary Photographs
2602 3rd Street and 250-244 Beach Street - Exterior
Chattel, Inc. | Historic Preservation ConsulImage 22: 248 Beach, north (left) and west (right) elevations, view southeast (Chattel, 2022)
Image 23: 248 Beach, north elevation, view south (Chattel, 2022) Image 24: 248 Beach, north elevation, view south, detail of deterioration (Chattel, 2022)
Image 25: 248 Beach, east elevation and roof, view west (Chattel, 2022)

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Attachment A: Contemporary Photographs
2602 3rd Street and 250-244 Beach Street - Exterior
Chattel, Inc. | Historic Preservation ConsulImage 26: 248 Beach, south elevation, view northwest (Chattel, 2022)
Image 27: 248 Beach, south elevation (left), 2602 3rd, west elevation of garage, view east (Chattel, 2022)
Image 28: 248 Beach, west elevation (right), 244 Beach, east elevation (left), view north (Chattel, 2022)
Image 29: 248 Beach, west elevation (left), 244 Beach, east elevation (right), view south (Chattel, 2022)

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Attachment A: Contemporary Photographs
2602 3rd Street and 250-244 Beach Street - Exterior
Chattel, Inc. | Historic Preservation ConsulImage 30: 248 Beach, east (left) and north (right) elevations of shed, view southwest (Chattel, 2022)
Image 31: 248 Beach, north and west elevations (left), 244 Beach, north and east elevations (right), view south (Chattel, 2022)
Image 32: 244 Beach, north (left) and east (right) elevations, view southeast (Chattel, 2022)
Image 33: 244 Beach, north elevation, view southeast (Chattel, 2022)

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Attachment A: Contemporary Photographs
2602 3rd Street and 250-244 Beach Street - Exterior
Chattel, Inc. | Historic Preservation ConsulImage 34: 244 Beach, east (left) and north (right) elevation, view southwest (Chattel, 2022)
Image 35: 244 Beach, south elevation (left), west elevation of shed (right), view east (Chattel, 2022)
Image 36: 244 Beach, south elevation, view west (Chattel, 2022) Image 37: 244 Beach, crawlspace, view north, detail of structure (Chattel, 2022)

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Attachment A: Contemporary Photographs
2602 3rd Street and 250-244 Beach Street - Exterior
Chattel, Inc. | Historic Preservation ConsulImage 38: 244 Beach, crawlspace, view north, detail of structure (Chattel, 2022)
Image 39: 244 Beach, west elevation, view southeast, detail of structure (Chattel, 2022)
Image 40: 244 Beach, west elevation, view southeast (Chattel, 2022)

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic MILLS

ACT CONTRACT APPLICATION

RESTORATION/REHABILITATION AND MAINTENANCE PLANS
2602 3
rd Street and 244
-250 Beach Street
Santa Monica, California 90405
Prepared for:

City of Santa Monica
City Planning Division
Prepared by:

Chattel, Inc. | Historic Preservation Consultants
Los Angeles
Prepared on behalf of:

Steve and Melissa Macko
May 31, 2022
CHATTEL, INC. | HISTORIC PRESERVATION CONSULTANTS
B

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic

TABLE OF

CONTENTS
I. Restoration/Rehabilitation Plan1
Site 1
Dwellings, Garage and Shed1
Systems 2
II. Maintenance Plan3
Site 3
Dwellings, Garage and Shed3
Systems 4

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 2602 3RD STREET AND 244-250 BEACH STREET, SANTA MONICA, CALIFORNIA

RESTORATION/REHABILITATION AND MAINTENANCE PLANS
CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 1
I. RESTORATION/REHABILITATION PLAN
This Restoration/Rehabilitation Plan outlines proposed tasks addressing restoration and rehabilitation of the subject property. Tasks are organized in tables that thematically relate to the site as well as exterior and systems of the residence. Tasks addressing the structure, landscape, electrical, and gutter and downspout systems may be refined and re-prioritized, based on further consultation with professionals specializing in these systems during the first year of the contract period.

SITE

DWELLINGS, GARAGE, AND SHED
Contract
Year of
Completion
Feature Task Estimated
Cost
2023 Landscape Engage a landscape architect to create a landscape plan for the subject property that considers removal of over-grown vegetation that is damaging historic
materials, drip irrigation, drainage, and incorporates a 12-inch no-planting zone around the perimeter of each
building. Implement recommendations from landscape
plan.
$35,000
Total site cost $35,000
Contract
Year of
Completion
Feature Task Estimated
Cost
2024 Exterior
Materials
Implement recommendations from termite and building
inspection reports to repair or replace in-kind wood
materials that have been damaged by water, termites
and/or fungus.
$15,000
2024 Attic
Implement recommendations from termite inspection
report to ensure attic vent mesh is secure to prevent
rodent intrusion.
$500
2024 Roof
Implement recommendations from building inspection
report to repair existing gutters and add gutters to
areas that are without.
$2,500
2026 Finishes
Remove texture coat on exterior siding, eaves and
rafters using gentlest means. Ensure all loose and
flaking paint has been removed before repainting.
$15,000
2026 Windows Rehabilitate wood windows to function as intended. $10,000 2028 Attic
Implement recommendations from building inspection
report to add insulation for energy conservation
purposes.
3,000
2028 Roof Implement recommendation from building inspection report to engage a qualified roofing specialist to $50,000

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 2602 3RD STREET AND 244-250 BEACH STREET, SANTA MONICA, CALIFORNIA

RESTORATION/REHABILITATION AND MAINTENANCE PLANS
CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 2

SYSTEMS
evaluate the roof. Repair areas where penetrations
are not properly watertight. Replace roof if necessary. 2029 Windows Replace altered windows with operable wood windows to match original. $25,000
2030 Doors
Refinish doors, as necessary. Hardware that is
overpainted or deteriorated beyond repair should be
replaced in-kind to closely match the historic
hardware.
$7,500
Total cost for work to dwellings, garage and shed $128,500 Contract
Year of
Completion
Feature Task Estimated
Cost
2023 Structural Engage a structural engineer to examine foundations of all buildings and make recommendations for seismic
reinforcement. Implement recommendations from
structural engineering report.
$50,000
2024 Mechanical/
HVAC
Engage a qualified HVAC specialist to perform an
evaluation recommended by electrician. Implement
recommendations to provide adequate heating to all
units, with venting through roof.
$15,000
2023 Electrical Implement recommendations from electrician. Remove exposed Romex cables at 248 Beach, rerun wires to
code and receive appropriate permitting.
$2,500
2024 Plumbing Implement recommendations from plumber. Replace sewer lines and sewer laterals. Replace water heaters
that have exceeded useful life. Address water heater
venting for 2602 3rd.
$50,000
2023 Structural Implement recommendation from termite inspection report to fumigate all buildings, including dwellings, the garage and shed.
$10,000
Total systems cost $127,500
Total proposed restoration/rehabilitation cost $291,000

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 2602 3RD STREET AND 244-250 BEACH STREET, SANTA MONICA, CALIFORNIA

RESTORATION/REHABILITATION AND MAINTENANCE PLANS
CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 3
II. MAINTENANCE PLAN
This Maintenance Plan outlines ongoing maintenance tasks for the subject property, with most tasks implemented on an annual basis. Estimated costs are calculated on estimated annual expenses over a 10-year period. Tasks are organized in tables that thematically relate to the site as well as to the exterior, systems, and interior of the multi-family building complex.

SITE

DWELLINGS, GARAGE, AND SHED
Contract
Year of
Completion
Feature Task Estimated
Cost
As needed Hardscape Regular maintenance. Ensure pedestrian walkways retain a flat surface to avoid tripping hazards.
$1,000
As needed Landscape Regular maintenance. Ensure adjacent soil slopes away from buildings. Ensure water from irrigation
systems is not hitting buildings. Trim dense trees and
monitor growth to ensure that trees do not touch
building.
$1,000
Total site maintenance cost $2,000
Contract
Year of
Completion
Feature Task Estimated
Cost
As needed Windows Window repairs and maintenance. Where necessitated by deterioration, replace wood sash and hardware inkind. Maintain glazing. $750
As needed Roof Roofing repairs and maintenance. Clear any debris from roof and gutter system, and ensure sealant is in
good condition.
$1,000
As needed Paint Maintain exterior painted finish. $1,000 As needed Termite and
pest control
Termite prevention maintenance and pest control. $750
Total exterior maintenance cost $3,500

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RESTORATION/REHABILITATION AND MAINTENANCE PLANS
CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 4

SYSTEMS
Contract
Year of
Completion
Feature Task Estimated
Cost
As needed Structural Annual maintenance $500
As needed Mechanical Annual maintenance $250
As needed Electrical Annual maintenance $250
As needed Plumbing Annual maintenance $250
As needed Gutter and
downspout
system
Annual maintenance $250
Total systems maintenance cost $1,500
Total proposed annual maintenance cost $7,000

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act FINANCIAL ANALYSIS FOR MILLS ACT CONTRACT AT (ADDRESS): _______________ REVENUES Current1) Monthly Rental Income 3%2) Annual Rental IncomeANNUAL EXPENSESGen. Expenses: 25% SFD, Others 30% Vacancy loss 3% $08) Total Expenses $0
(Sum Lines 8-9) NET OPERTING INCOME $0 (Line 2 Minus 8)CAPITALIZATION RATE 9) Interest Component 5.5%10) Historic Property Risk 4% (2%, or 4% for SFD)
11) Property Tax Component 1%12) Amortization Component 0.5% 13) Capitalization Rate 11%
(Sum Line 9 - 12)
TAXES14) Mills Act Assessment $0
(NOI/ Line 13)
15) Tax Under Mills Act $0
(Line 14 X .01035146)
16) Current Tax17) Tax Savings
(Line 16 - Line 15) $0
18) Annual Costs to City
(Line 17 X 16%) $0
2602 3rd Street and 250, 248, and 244 Beach Streets
$10,000
$120,000
$72,316.41

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Attachment: 2602 3rd Street application materials (5255 : Adoption of Resolutions Approving Historic M i l l s Ac t Ap p l i c a ti o n
2 2 7 B e a c h Str e e t
S a nt a Mo n i c a , C A 9 0 4 0 5

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Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act City of Santa Monica
Planning and Community Development Department
City Planning Division
(310) 458-8341

MILLS ACT CONTRACT APPLICATION
Application Number (s)_____________________________ Date Filed:

Fee:

Receipt #
Received by:

Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ ARCHITECT/DESIGNER:

Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ ATTORNEY (optional):

Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ Santa Monica Business License No. __________
227 Beach Street, Santa Monica, CA 90405
Megan Johnson 10008 National Blvd #300, Los Angeles, CA 90034 310-968-6934 [email protected] Isabelle Duvivier 350 Westminster Avenue, Venice, CA 90291 310-399-4944 [email protected] Beach Street Partners LLC 1000 Woodbury Road, Suite 102, Woodbury, NY 11797 310-968-6934 [email protected] Isabelle Duvivier 350 Westminster Avenue, Venice, CA 90291 310-399-4944 [email protected] 227062 Lot 19 and Por. of Lot 20 Block M Vawter's Ocean View Tract, M.R. 9-1-2 4287-010-020 Housing Element OP2: Ocean Park Low Density Residential

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Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act Existing Use of Property: ____________________________________ Date of Local Designation: __________________________________ Please give a brief summary of the general condition of the Landmark Structure:

APPLICATION MATERIALS
The following materials must be submitted to the Planning Division along with this application form in order to process a Mills Act Contract application:

Please submit one (1) unbound, single-sided copy of each of the following items:

1. An Architectural Report identifying the status and condition of all character-defining features of the building and site prepared by a certified architect.

2. A ten (10) year Restoration/Rehabilitation Plan with estimate cost and schedule prepared by a certified architect.

4. Photographs (35 mm or digital) of all building elevations and character defining features.

Thirteen Unit Residential Rental Property
Recently fully rehabilitated bungalow court property including all new exterior doors/windows, new stucco, new roofing, new hardscape and softscape as well as all new interior finishes. The new construction referenced old photos and worked closely with the Landmark Commission to help determine the period appropriate exterior finishes such as stucco, roof tile and the paint of the doors and windows.

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Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act

6. Copy of the legal description for the property ("Exhibit A" on a Grant Deed).

7. Copy of the latest property tax bill for the property.

8. OPTIONAL: One (1) digital copy of above listed items #1-4 on a CD or diskette.

PROPERTY OWNER'S SIGNATURE DATE
2022-0421 2022-0421

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Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 






Photo by Lauren Moore

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Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
1 May 2, 2022
Introduction ...................................................

Significance of Property ............................................

Architectural Description ............................................

Style of Building.................................................

Windows .....................................................

Exterior Doors and Hardware .........................................

Hardscape - Concrete Pathways, Steps, and Retaining Walls .......................

Exterior Landscaping ..............................................

Roof Vents and Sub-floor Vents.........................................

Exterior Stucco .................................................

Wood Details ..................................................

Roofing and Roof Tiles .............................................

Gutters and Downspouts ............................................

Electrical and Outdoor Lighting ........................................

Plumbing ....................................................

Mechanical ...................................................

Maintenance Plan ...............................................

Table Of Content
2 2
3 4
5 8
10 13
15 17
18 20
22 24
26 27
28 5.D.b
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Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
2 May 2, 2022
The rehabilitation of this 13 unit property, a historic landmark building located at 227 Beach Street in the City of Santa Monica, is consistent with the Secretary of the Interior’s Standards for Rehabilitation. “Rehabilitation” is defined as “the process of returning a property to a state of utility, through repair or alteration, which makes possible an efficient contemporary use while preserving those portions and features of the property which are significant to its historic, architectural, and cultural values.” Introduction
227 Beach Street is a bungalow court, a housing type that was prolific in Santa Monica in the early 20th Century, but has declined in number in recent decades. The courts generally consisted of small units, (+/- 485 square-feet) freestanding or partially attached, that were intended for seasonal occupation or as working class housing. As a typological mid-point between an apartment building and a single-family residence, they allowed for a higher density of units while providing light, air, and greenery, as well as a built-in community of neighbors. For these reasons, complexes of this type -- particularly those that maintain their historical integrity -- are of great value in the urban environment of Santa Monica both as housing resources and as historical resources.

Significance Of The Property
- Photo by Lauren Moore

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Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
3 May 2, 2022
The property is located on the west half of a block bounded by Ocean Park Ave. on the north, Beach St. on the south, Fourth St. on the east, and Second St. on the west. The property has frontage on Second St. and Beach St. The widening of Ocean Park caused the demolition of a neighboring building formerly located on Ocean Park Ave. The property slopes downward toward Second St.

The property consists of three separate buildings running parallel to Beach St., and a small fourth building located at the rear of the landscaped courtyard. The three parallel buildings are noted as Ocean Park Building, Courtyard Building, and Beach St. Building on the plans. Each of these has a linear arrangement of four similar attached units. A landscaped courtyard, 19’ x 88’, lies between the Ocean Park and Courtyard Buildings, both of which have their front doors oriented toward the courtyard. The Beach Street Building, separated by a secondary utility court, has its front doors oriented toward Beach St. The utility court is accessed through rear kitchen doors; the same pattern is repeated on the rear of the Ocean Ave. building. The fourth building contains a single unit, and is identified as the Solo Building on the plans.

Architectural Description

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Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
4 May 2, 2022
The style of the buildings is a vernacular mode of Mediterranean Revival that predates the more fully formed Spanish Colonial Revival style, but shares some of its materials and characteristics. The buildings have flat roofs with parapets, capped in clay tile that step up in the center and at the ends of each unit. With the downward grade toward Second St., each unit is slightly offset in elevation from the next, with the line of the parapet reflecting the downward step of each unit. A tile-clad linear hood lines the base of each parapet.

Additional clay tiled hoods with simple wood stick-work framing provide shelter for each front door. The exterior walls are finished with a lightly sand-textured stucco.

Style Of The Building

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Duvivier Architects
5 May 2, 2022
Windows
Original single-glazed double hung windows were soiled, cracked, and misaligned.

Some original windows had bars over them .

The original windows are wood, single-glazed, double-hung sash with horns on the upper sash. They are paired with a central mullion; some locations have single windows or groupings of three. The other windows are single-light awning sash. The windows have wood frames and sills, and flat casing trim with perimeter moldings. The double-hung sash were actuated by sash ropes and pulleys with cement blocks used as counterweights.

Other hardware includes simple sash locks and finger lift pulls at the interior. Awning windows open to the interior, with hinges at the top of the sash.

All the original windows were split and loose at their joints and were replaced. The wood surfaces were soiled and weathered, with peeling paint and paint loss throughout. Several sash were misaligned or racked within their frames. Some components were warped. Sash ropes had been cut in several locations, and some sash were difficult to operate. Window glazing putty was heavily deteriorated throughout. Moderate to heavy decay was observed when casing trim was removed.

The replacement windows match the originals in material, dimensions, profile, and other qualities. The replacement windows are dual glazed and meet Title 24 energy requirements. Hardware was either reused or replaced with similar.

Recommended Treatment: The wood windows and sills will need to be maintained and repaired annually with a regular cycle of prep and paint touch ups.

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Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
6 May 2, 2022
Flat casing trim with perimeter moldings.

Original awning window.

Original single-glazed had air-cracks, were warped, and many did not open.

New replacement windows built to match the original windows.

New awning window is double-pane and matches original. Window groups remain as the original configuration.

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Packet Pg. 100 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
7 May 2, 2022
Horns on upper sash were replicated to match existing.

Details match original.

Flat casing trim with perimeter molding was built to match original.

Wood sill matches original.

Horns on upper sash were replicated to match existing. Original simple sash locks were replaced to match.

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Packet Pg. 101 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
8 May 2, 2022
The original doors consist of solid panel wood doors in wood frames, with three staggered lights. The lights are small vertical rectangles with clear glass. The doors have similar trim as the windows with flat casing trim and perimeter molding. The original doors and frames were typically split and decayed at their base.

Many had deep gouges, abrasions, or delamination of the veneer face. The original front door hardware included ball tip barrel hinges, a mortise lock, and an entry set comprised of a round brass knob and decorative escutcheon (face plate) featuring a linear pattern. The original wood door sills were heavily worn, with wood decay, losses and rounded edges noted. Most hardware had been painted over what was a brass or bronze finish.

Each unit front door has been replaced to match the original including the clear beveled glass and the sills. The original hardware has been restored and reinserted in the new wood doors where possible, or replicated to match if not possible to restore.

Recommended Treatment: The wood doors will need regular and ongoing maintenance including repainting. Wood thresholds should be maintained. Hardware will require periodic repair but shall not be painted.

Exterior Doors and Hardware
Original wood doors and frames were cracked, warped or
delaminating.

Much of the original hardware was painted over or
damaged.

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Packet Pg. 102 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
9 May 2, 2022
New doors with flat casing trim and perimeter moldings built to match original.

Decorative face plates and brass knobs restored when possible and replaced to match.

Three staggered lights in door are replicated in new doors.

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Packet Pg. 103 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
10 May 2, 2022
Hardscape consists of a concrete walk down the center of the landscaped court with entrance walks that branch off at 90 - degree angles with radius corners toward small concrete stoops at front doors.

Between the entrance walks were areas of lush landscaping. Along the 2nd St. frontage, there is a low concrete retaining wall with distinctive 90 - degree radius corners and which creates planting areas.

Due to the extensive cracking, and potential hazards for pedestrians, all concrete pavement was replaced per the original. The small concrete retaining walls were in danger of collapsing. The texture, scale, and details of original was replicated in new concrete.

Recommended Treatment: Concrete work is generally maintenance free but should be monitored to verify tree and plant roots do not crack or damage the sidewalk or retaining walls. Concrete will require steam power washing every 5 years. Regular weekly cleaning will occur during regular landscape maintenance.

Inspect drainage/urban runoff annually.

Hardscape -
Concrete Pathways, Steps, and Retaining Walls
Original concrete walkway was damaged. Concrete walk down the center of the court required replacement.

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Packet Pg. 104 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
11 May 2, 2022
Planter area retaining walls were at risk of failing.

Rear courtyard concrete had to be removed for new
utilities.

Radius corners along courtyard intersections was a special feature.

Planting area retaining walls and adjacent sidewalk were damaged beyond repair.

Rounded corners on planters is a special feature.

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Packet Pg. 105 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
12 May 2, 2022
Central concrete walk down the middle of the courtyard was replaced. - Photo by Lauren Moore
Rounded planter box retaining walls were replaced to
match original. - Photo by Lauren Moore
The texture and scale of original walkway were replicated in new concrete.

Rear courtyard concrete was replaced once utilities were upgraded.

New planting in planting areas. 90 degree radius corners were replicated.

5.D.b
Packet Pg. 106 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
13 May 2, 2022
The original landscaping was California tropical. Over the years it became a mix of random house plants and semi-tropical water-loving exotics. The new Mediterranean landscape still has a lush feeling however it is more drought-resistant.

Treatment: Maintain planting away from building and irrigation pointed away from stucco walls and exposed concrete stem wall. Maintain drainage. The trees need to be monitored and trimmed regularly to avoid damage to residence and concrete pathways. Tree roots extend far and need to be monitored.

Recommended Treatment: Once established, landscaping will only require monthly maintenance since the vegetation is drought-tolerant and there is a drip irrigation system for the establishment period. Every year the trees will need moderate structural pruning to both the branches and the roots to make sure they do not touch the building or grow under the concrete path.

Exterior Landscaping
Original landscaping was California tropical with mix of houseplants.

Original landscaping was designed to give units privacy.

5.D.b
Packet Pg. 107 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
14 May 2, 2022
New landscape in the front planting areas is a mix of
lavender and other hardy Mediterranean plants.
- Photo by Lauren Moore
The new Mediterranean landscaping still has a lush feeling but is drought-resistant. - Photo by Lauren Moore.

New landscape design gives unit bedrooms privacy.
- Photo by Lauren Moore
Small trees are planted in front of bedrooms for privacy. - Photo by Lauren Moore.

Over the years original landscaping was a mix of plant
material.

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Packet Pg. 108 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
15 May 2, 2022
Roof Vents and Sub-floor Vents
Original sub-floor vents had rotten wood frames and rusty metal mesh.

Original roof vents are bent and uneven.

Original sub-floor access vent covers no longer fit under the openings due to building settling or wood damaged.

There are two original sub-floor vents, one bigger than the other. Both were badly damaged and unsightly, made of deteriorating wood, rusty wire mesh, and a variety of other hodge podge materials. They appeared to have been improvised or “upgraded” to minimize rodent and other critter infestation. The roof vents seemed to function as needed but were slightly bent out of shape.

All vent types were replaced. The sub-floor vents were replaced with a more historically appropriate vent, whereas the roof vents were rebuilt as original.

Recommended Treatment: Trim vegetation away from vents as needed, Verify ease of removal as building settles.

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Packet Pg. 109 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
16 May 2, 2022
New roof vents built to match original.

New sub-floor vents will weather the elements better.

New sub-floor access vents will with-stand time and use.

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Packet Pg. 110 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
17 May 2, 2022
The exterior stucco color was changed from pink to white, and the windows from dark pink to dark brown, to create a more appropriate color scheme for the building and to remain consistent and adhere to a more period-appropriate color scheme. The original underlying color seen in areas where later layers of paint are flaking off appears to be white. The stucco texture was replicated to be a 60/40 light sand finish.

Recommended Treatment: Wash annually to remove dust and dirt.

Exterior Stucco
Latest color scheme is inconsistent and unsuitable. Layers of paint flaking off show the original stucco color was white.

White stucco and dark brown windows create a more The stucco texture was replicated. appropriate color scheme for the building.

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Packet Pg. 111 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
18 May 2, 2022
Wood components, such as entry porch framing, window eyebrows, and other architectural woodwork and trim, had many splits and wood decay. Wood components were patched and repaired when possible and replaced when found to be beyond repair.

Recommended Treatment: Wood details including exposed roof joist and projecting beams need to be maintained and painted on a regular cycle. The exposed ends and projecting beams are particularly vulnerable to deterioration from moisture.

Wood Details
The original wood entry porch overhang was badly
damaged.

The exposed wood member tips, and rafter tails were
particularly decaying.

The original wood rafter tails were badly rotten.

5.D.b
Packet Pg. 112 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
19 May 2, 2022
New eyebrow framing repaired or replaced to maintain
structural integrity.

New wood details repaired or replaced as needed.

New wood details will need regular maintenance to prevent decay especially at the tips and tails.

The original wood framing elements were decaying.

5.D.b
Packet Pg. 113 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
20 May 2, 2022
Complete roof restoration. All the terra-cotta roof tiles were removed so that the roof could be properly water-proofed. New sheathing and underlayment were installed. New Mansville Cool Roof torch down material was installed. The roof of each unit was re-sheathed with plywood, properly flashed, and sloped to each individual scupper. 85% of the original Spanish ceramic roofing tiles were in excellent condition and reused. The 15% new roof tiles were placed in hard to see locations to maintain the historic quality of the units.

Recommended Treatment: The torch down will need to be replaced every 20 years per the manufacturer’s specification. It should be inspected annually to look for trouble spots and periodically patched. Removal of leaves, branches and any debris needs to occur annually. The roof tiles are relatively maintenance-free.

When the roof is inspected, any cracked tiles will need to be replaced.

Roofing and Roof Tiles
Terracotta roof tiles brought beauty and character to the roofscape.

With downward slope to overhangs the street clay tiled step down at the end of each unit.
85% terra-cotta roof tiles were in excellent condition.

Clay tiles are characteristics of this Mediterranean
structure. Most of the existing were reused.

5.D.b
Packet Pg. 114 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
21 May 2, 2022
Roof was completely restored. Existing roof tiles were removed and reinstalled over new sheathing and underlayment.
15% new roof tiles were placed in hard to see locations to maintain the historic quality of the units.

Clay tile hoods were reinstalled over simple stick-work framing once repaired.

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Packet Pg. 115 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
22 May 2, 2022
New gutters and downspouts were installed at each unit. The roof water conveyance system - roof to gutter to downspout - is important as the roofs are flat and if not properly functioning during significant rain events, unit flooding could occur.

Recommended Treatment: Gutters and downspouts should be inspected annually to maintain connections at grade and repair any leaks at joints. Gutters need to be regularly cleaned out.

Gutters And Downspouts
Original gutters and downspouts were patched and repaired many times because of leaks and blockages.

Original gutters and downspouts drained to the back of the units.

Original gutters and downspouts drained water from flat roofs.

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Packet Pg. 116 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
23 May 2, 2022
New gutters and downspouts were installed at the back of each unit.

New gutters and downspouts were installed at the back of each unit.

Roof water conveyance system was replaced to be more
functional as well as more aesthetically pleasing.

New scuppers and downspouts were necessary for
functionality.

Gutters were replaced to be functional as well as attractive.

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Packet Pg. 117 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
24 May 2, 2022
Complete Electrical System Upgrade: All units were rewired to current code. Sub panels were installed in each unit. All 120v meter sockets were replaced with 240v meter sockets. New pull boxes were installed per plan for Edison. New switches, dimmers, and receptacles were installed throughout all units. All subterranean conduit was replaced. New manhole covers were installed per Edison.

Recommended Treatment: Light fixtures require regular cleaning to remove dirt, dust and cobwebs. Porch lights need to be refurbished or replaced as needed; estimated replacement 5-10 years.

Electrical And Outdoor Lightning
Original entry light was not energy efficient or attractive. Electrical lines were disorganized.

Original light fixtures were old, broken and inefficient.

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Packet Pg. 118 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
25 May 2, 2022
Entry light was replaced to be energy efficient, to
be subtle, to only light the area needed, and met
the current code.

Exterior safety lighting at side yard are now
integrated in the landscape.

New pull boxes were installed per plan for Edison.

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Packet Pg. 119 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
26 May 2, 2022
Completely upgraded to ABS plumbing lines in each unit.

Completely upgraded to ABS plumbing lines in each unit. Installed tankless water heaters in all units.

Installed independent fire sprinkler system.

The entire plumbing system was upgraded. In order to avoid visual clutter, a high efficiency on-demand hot water system was installed in each unit. The entire water system was upgraded to all new copper lines.

The ABS plumbing lines were completely upgraded in each unit. All new kitchen and bathroom faucets and hardware were installed. New wall hung toilets and shower valves were installed in each unit. Independent fire sprinkler system was also installed.

Recommended Treatment: Plumbing fixtures require regular cleaning and maintenance.

Plumbing

5.D.b
Packet Pg. 120 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street, Santa Monica Condition Assessment and Maintenance Plan Beach Street Partners LLC
Duvivier Architects
27 May 2, 2022
The mechanical system serves to help maintain climate for long term preservation of features. New ultra-efficient Fujitsu mini-split duct heat pumps were installed in each unit. HVAC system was completely upgraded. The new system has been provided with appropriate humidity and temperature controls for long term preservation of the residence. All units upgraded to Nest smart thermostats. Decorative registers and all new duct systems were installed in all units.

Recommended Treatment: Building climate and moisture protection needs to be maintained inside by keeping Nest thermostat on smart mode.

Mechanical
Some units had a window AC unit. Units did not have a ducted heating and cooling system.

New ultra-efficient mini-splits were installed in each unit. Installed Fujitsu mini-split duct heat pumps in each unit. - Photo by Lauren Moore

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Packet Pg. 121 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act FINANCIAL ANALYSIS FOR MILLS ACT CONTRACT AT (ADDRESS):__________________________________ REVENUES Current
1) Monthly Rental Income 3%
2) Annual Rental Income

ANNUAL EXPENSES
Gen. Expenses: 25% SFD, Others 30%
Vacancy loss 3% $0
8) Total Expenses $0
(Sum Lines 8-9)
NET OPERTING INCOME $0
(Line 2 Minus 8)

CAPITALIZATION RATE
9) Interest Component 5.5%
10) Historic Property Risk 4%
(2%, or 4% for SFD)
11) Property Tax Component 1%
12) Amortization Component 0.5%
13) Capitalization Rate 11%
(Sum Line 9 - 12)
TAXES
14) Mills Act Assessment $0
(NOI/ Line 13)
15) Tax Under Mills Act $0
(Line 14 X .01035146)
16) Current Tax
17) Tax Savings
(Line 16 - Line 15) $0
18) Annual Costs to City
(Line 17 X 16%) $0 227 Beach Street, Santa Monica, CA 90405 $66,334.51 $1,278 $15,336 $66,781.68

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Packet Pg. 122 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street
Santa Monica, CA 90405
2016

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Packet Pg. 123 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act 227 Beach Street
Santa Monica, CA 90405
2022

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Packet Pg. 124 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act

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Packet Pg. 125 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act

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Packet Pg. 126 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act

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Packet Pg. 127 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act Feature Location Condition Recommended Treatment
Maintenance
Schedule
Estimated
Budget Per
Year
Estimated Budget
for 10 years
Windows and Hardware All units, all four buildings New
Regular cycle of prep and paint touch ups.

Maintain/repair operable mechanisms. annually $ 3,900.00 $ 39,000.00 Exterior Doors and Hardware All units, all four buildings Doors and hardware
new; front door
knob and face plate
are orginal Regular cycle of prep and paint. annually $ 2,600.00 $ 26,000.00 Hardscape-Concrete Pathways, Steps,
and Retaining Walls Everywhere New
Regular weekly clean with landscaping as
needed. Inspect drainage/urban runoff. annually $ 750.00 $ 750.00 Exterior Landscaping
Frontyard, courtyard and in
betweeen each building New
Review tree and trim as needed. Check
for irrigation near residence and
fence. Check and clear drains weekly $ 6,500.00 $ 19,700.00 Attic and Crawl Space Vents All units, all four buildings New Trim vegetation away as needed, Verify
ease of removal as building settles. annually $ 500.00 $ 5,000.00 Exterior Stucco All units, all four buildings New Wash to remove dust and dirt. annually $ 1,000.00 $ 10,000.00 Wood Details All units, all four buildings Like new Regular cycle of prep and paint. annually $ 2,000.00 $ 24,000.00 Roofing and Roof Tiles All units, all four buildings
Roof is new. Roof
tiles are original and
cleaned up.

Check roof annually; remove leaves,
branches and any debri. annually $ 1,000.00 $ 12,000.00 Gutters and Downspouts
Rear of all units, all four
building New
Maintain connections, repair leaks at
joints. Check for connections at grade.

Clean out gutters annually $ 1,000.00 $ 12,000.00
Electrical and Outdoor Lighting All units, all four buildings New Maintain fixtures by regular cleaning and
remove of dirt, dust and cobwebs.

Refurbish or replace porch light as
needed; estimated replacement 5-10
years annually $ 200.00 $ 2,400.00
Plumbing
All units, all four buildings,
fire alarm on each building New
Maintain plumbing fixtures; regular clean
and maintenance annually $ 2,600.00 $ 31,200.00
Fire Sprinklers All units, all four buildings New
Fire Monitoring System and maintenance
plan for Fire Safe annually $ 1,500.00 $ 15,000.00
Mechanical Each unit, all four buildings New
Maintain for building climate, moisture
protection inside; keep nest thermostat
on smart mode. annually $ 2,600.00 $ 31,200.00

MILLS ACT MAINTENANCE PLAN
227 Beach Street, Santa Monica

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Packet Pg. 128 Attachment: 227 Beach application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act

CITY OF SANTA MONICA

PLANNING AND COMMUNITY DEVELOPMENT DEPARTMENT

PLANNING DIVISION
(310) 458-8341

MILLS ACT CONTRACT APPLICATION INSTRUCTIONS
WHAT IS THE MILLS ACT?
The Mills Act is a California State law that enables cities to enter into contracts with property owners of qualified historic structures. Mills Act contracts can provide tax benefits for both owner-occupied and income producing properties. In the case of owner-occupied property, the income projection is based on comparable rents for similar property in the area or, if insufficient rental information is available, the income that it could reasonably be expected to produce. For income producing property, the income amount is based on rent actually received and on typical rents received for similar property in similar use.

The owner of any building that is either a designated local landmark or a contributing building in a designated historic district may file a Mills Act Contract Application. Once approved, a Mills Act contract requires the County Tax Assessor's office to determine the value of the historic property based upon its current income, rather than future development potential.

In exchange for this reduction in property taxes, the contract requires the property owner to undertake specific restoration tasks, if necessary, and to properly maintain the historic structure. The proposed restoration and maintenance items are included in a work plan that is submitted by the applicant and, if approved, becomes attached to the contract as an exhibit.

More details about the State enacting law are available at www.ohp.parks.ca.gov. CONTRACT TERM Mills Act contracts are for a ten-year term and are renewed automatically each year on the contract's anniversary. As a result, unless either the property owner or the City submits a notice of non-renewal, the owner is always ten years away from the contract termination. The effect of a non-renewal notice is contract termination at the end of the then current ten-year term. The owner may also petition the City to initiate an immediate cancellation. If cancelled, a penalty equal to 12 1/2 percent of the property's assessed market value is imposed. The City may also cancel the contract in the case of breach of the contract conditions. The rights and obligations to the contract are also binding upon successive property owners during the contract term. Although new contracts can take place at any time, new valuations will not be effective until March of any given year.

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Packet Pg. 129 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills

APPLICATION PROCESS
The deadline for filing an application for a Mills Act Contract is May 31st annually.

Applications must be filed by appointment at the City Planning Division’s public information counter.

Appointments are available weekly on Tuesdays and Thursdays. Please contact the City Planning Division at (310) 458-8341 at least one week in advance to schedule an appointment to file your application.

Staff will review your Mills Act Contract application upon receipt and will contact you and/or your representative to schedule a site visit. Following a site visit, staff will prepare a report to present to the Landmarks Commission for their recommendation (tentatively scheduled for the August or September Landmarks Commission meeting). It is important for you and/or your representative (architect) to be present at this meeting to answer any questions the Commission may have regarding the property.

After the Landmarks Commission has made a recommendation on the Contract application, staff will then take it to the City Council for their review and approval. Once City Council approves the Contract, notarized signatures of both the property owner and City officials must be obtained no later than earlyDecember. The City will endeavor to submit the signed document to the Los Angeles County Recorder for recordation no later than December 28 for benefits to begin the following tax year.

Upon receipt of the fully executed and recorded document, the City will then forward it to the Los Angeles County Tax Assessor, who will recalculate the property owner's tax payment (usually mid April). Staff will provide you a copy of the fully executed Contract after it has been sent to the County Tax Assessor.

CHECKLIST
Please review the attached application form for more information about submittal requirements. If you have any other questions, please contact Steve Mizokami, Senior Planner, Landmarks Commission Liaison, at (310) 458-8341 or by email at [email protected]. Before submitting your application, please check that you have included the following items:

Completed application form.

Restoration/Rehabilitation and/or Maintenance Plan.

An Architectural Report identifying the status of all character-defining features of the building prepared by a certified architect.

Financial Analysis form with information required (two highlighted boxes only).

Photographs of all building elevations and character-defining features of the structure(s).

Copy of the Grant Deed for the property.

Copy of latest property tax bill.

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Packet Pg. 130 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills City of Santa Monica
Planning and Community Development Department
City Planning Division
(310) 458-8341

MILLS ACT CONTRACT APPLICATION
Application Number (s)_____________________________ Date Filed:

Fee:

Receipt #
Received by:

Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ ARCHITECT/DESIGNER:

Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ ATTORNEY (optional):

Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ Santa Monica Business License No. __________
310.665.9665
[email protected]
[email protected]
13274 Fiji Way 2nd Floor, Marina del Rey, CA 90292
Bayside Conservation
Keller Block I, LLC and Keller Block II, LLC
099452
310-452-7505 310-452-1494 [email protected]
2526 18th Street, Santa Monica 90405
David Kaplan
310-452-7505 310-452-1494 [email protected]
2526 18th Street, Santa Monica 90405
David Kaplan
4291-016-012
227 Broadway

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Packet Pg. 131 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Existing Use of Property: ____________________________________ Date of Local Designation: __________________________________ Please give a brief summary of the general condition of the Landmark Structure:

APPLICATION MATERIALS
The following materials must be submitted to the Planning Division along with this application form in order to process a Mills Act Contract application:

Please submit one (1) unbound, single-sided copy of each of the following items:

1. An Architectural Report identifying the status and condition of all character-defining features of the building and site prepared by a certified architect.

2. A ten (10) year Restoration/Rehabilitation Plan with estimate cost and schedule prepared by a certified architect.

4. Photographs (35 mm or digital) of all building elevations and character defining features.

However, the asset is a Landmark Property.

Fair condition with exterior elements in need of minor repair and maintenance 2008
Commercial/Office
x
x
x

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Packet Pg. 132 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills

6. Copy of the legal description for the property ("Exhibit A" on a Grant Deed).

7. Copy of the latest property tax bill for the property.

8. OPTIONAL: One (1) digital copy of above listed items #1-4 on a CD or diskette.

APPLICANT'S SIGNATURE: ___________________________ DATE: __________ APPLICANT'S SIGNATURE: ___________________________ DATE: __________ I (we) hereby declare under the penalty of perjury that I (we) am (are) the owners of the property involved in this request, or if the owner is a corporation or other entity that I (we) are duly authorized to execute this affidavit on behalf of said corporations or entity. I further declare that the foregoing statements and the information submitted herewith are true and correct. I certify that this application is being made with my consent. ____________________________________ ________________________ PROPERTY OWNER’S SIGNATURE DATE ____________________________________ ________________________ PROPERTY OWNER'S SIGNATURE DATE

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Packet Pg. 133 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Maintenance Plan

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Packet Pg. 134 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway
Santa Monica, California
Historic Structure Condition Assessment
and Maintenance Plan
2022
Submitted by:

Kaplan Chen Kaplan
2526 Eighteenth Street
Santa Monica, CA 90405

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Packet Pg. 135 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 1 2022

CONDITION ASSESSMENT REPORT
Overview
The site at 227 Broadway contains the masonry building also know by name the Keller Block. The property is a designated City of Santa Monica landmark. The site and building at 227 Broadway are in fair condition and need significant maintenance. Current planning includes ongoing maintenance of character defining features of the historic resource.

Project Site
Kaplan Chen Kaplan conducted an historic resources condition assessment of 227 Broadway also known as The Keller Block. The parcel was designated a City of Santa Monica historic landmark in 2008. The Los Angeles County Assessor identifies 277 Broadway with construction dates of 1898 and 1976. Based on Sanborn Insurance Maps and a contemporary article in the newspaper The Outlook, the building was constructed in 1892 and opened in 1893.

Aerial photo with site of 227 Broadway. The pedestrian oriented 3rd Street Promenade is on the east and an alley on the west.

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Packet Pg. 136 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 2 2022
Neighborhood and General Building Description
The three story masonry building designed by architect John H. Carroll is sited on the northwest corner of the Third Street Promenade and Broadway.

Storefronts line the ground floor facing 3rd Street and Broadway. An entry to the upper floor office spaces is through an archway and small lobby located approximately mid-point along Broadway elevation. The alley on the west provides service access and the elevation on north side is a party wall with the adjacent building. The northwest corner of the building along the alley was infilled during a 1989 rehabilitation project to complete the full rectangle on the site. The corner site is echoed in the turret like cantilevered projection at the southeast corner of the building. The base of the building along Broadway has small planting areas defined in front of the storefronts, otherwise the commercial building fills the site to the property’s boundary lines.

Aerial photo of 227 Broadway, looking northwest
Character Defining Features
According to the “1456-1460 3rd Street/227 Broadway Santa Monica, California City Landmark Assessment and Evaluation Report” by PCR Services Corporation, October 2008, “The Keller Block is a regional interpretation of the

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Packet Pg. 137 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 3 2022
“Richardsonian” Romanesque Revival style that became popular during the 1890s in the United States. The Keller Block displays many character-defining features of the Romanesque Revival style such as the rounded tower, asymmetrical facades, ashlar brownstone sills and lintels, arched openings, deeply recessed entrance, and masonry materials (brick and brownstone)”.

The Statement of Official Action (STOA) issued by the Landmarks Commission following landmark designation in 2008 notes: “The subject property retains the majority of its primary character defining features on the exterior including the brickwork; arched openings; rectangular openings with contrasting stone lintels and sills; and cast-iron storefronts by the Llewellyn Ironworks of Los Angeles .

The interior of the building has been extensively renovated and the fenestration has been replaced throughout; however, the cast-iron storefronts have been retained and the in-kind window replacements are compatible in design with the overall architectural character of the building.”
Treatment Guidelines
The following report includes a condition assessment of key exterior elements and character defining features as well as strategies for ongoing maintenance.

All work is to conform to the Secretary of the Interiors Standards for Treatment of Historic Properties, in particular the Secretary of the Interiors Standards for Rehabilitation.

Preservation Briefs published by the National Park Service cover a range of treatments for wood, masonry, cast stone and other typical elements of historic buildings. These Briefs provide overall approaches and best practices to be adapted for specific situations and conditions.

Projects at this property are also eligible for application of the California Historic Building Code.

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Packet Pg. 138 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 4 2022
Character Defining Features
Site Work
Treatment:

The paving can be patched but best to replace full exposed area. Concrete to have finished appearance. Stone work to be maintained.

Landscape
Treatment:

If the deeper storefront recess is used for planting, irrigation should be considered.

Foundations / Structural
Treatment: Structural engineer to review seismic strengthening Masonry Brick Facade Treatment: Missing and loose grout should be re-pointed. Larger separations should be investigated for potential structural issues. Damaged bricks can be patched or as need provided new exterior faces. The masonry can be cleaned with low pressure treatments.

Building Base at sidewalk
Treatment:

The base should be refinished regularly. The straps and bolts should be reviewed for safe attachment or removal.

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Packet Pg. 139 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 5 2022
Cast Iron Storefront Frames
Treatment:

A thorough finish coat should be maintained to protect the iron work Storefronts and Entry Doors
Treatment:

Storefront finishes should be maintained and re-finished as needed. New storefronts to be consistent and compatible with building.

Stone Lintels and Headers
Treatment:

The stone should be cleaned and maintained regularly. No sealer should be applied without careful consideration of conservation techniques.

Decorative Masonry Parapet
Treatment:

The brickwork should be reviewed for loose masonry and where grout is loose or missing. The top bricks on the pilaster caps should be secured. The added decorative elements should be reviewed for maintenance and possible improvements.

Windows
Treatment:

Windows should be reviewed for operation and replacement of missing hardware. The wood surrounds may need to be treated to avoid further deterioration

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Packet Pg. 140 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 6 2022
Roof
Treatment:

The roof should be inspected on a regular cycle and repaired where necessary.

New roofing may be necessary during next 10 years. The skylight should be reviewed for water tight finish and resealed as needed.

Downspouts and Drains
Treatment: Drainage should be reviewed and cleared of any debris.

Hardware
Treatment:

Door hardware can be refurbished. While not original, the door hardware should be generally simple and consistent.

Exterior Lights
Treatment:

The new lights should be maintained. Modifications would be to better conceal conduits. Additional lights at storefronts and upper façade may be appropriate.

Entry Lobby
Treatment:

The lobby should be maintained or if modified should be compatible with the building.

Electrical
Treatment:

Electrical service should be reviewed including energy consumption. New equipment should be installed as needed.

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Packet Pg. 141 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Maintenance Plan Kaplan Chen Kaplan 7 2022
Plumbing
Treatment:

Plumbing should be reviewed. Plumbing issues should be monitored and expeditiously repaired to avoid damages to the building.

Mechanical
Treatment:

Mechanical system requires ongoing maintenance. An overall review of the mechanical systems may be helpful as well as a review for gas shut off for safety. Metalwork at duct and vent on east façade to be repaired

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Packet Pg. 142 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills . MILLS ACT MAINTENANCE PLAN 227 Broadway, Santa Monica Item Feature Location Condition Recommended Treatment Maintenance Estimated Total Rehabiliation per Secr of Ints Stds. Schedule Budget 10 years N.A. EXTERIOR 1 Sitework South & east facades Fair Repair damaged paving around perimeter 5 years 5,000 10,000 Review outdoor fencing and attachments with new tenants 2 Landscape South & east facades Poor/NA Review possible use of landscape at annual 1,200 12,000 storefront wells along south, currently rock filled. Irrigation may be needed 3 Foundations/Structural Throughout Fair Commission structural review for seismic 10 years ,000 ,000 safety, review parapet structure. 4 Masonry brick façade West, south & east facades Fair Repoint on west façade, repair spalling 5 years 15,000 ,000 Repair previous test cores and other damage. Clean masonry low pressure 5 Base curb at sidewalks South & east facades Poor Review and repair or replace treatment at 5 years 4,000 8,000 concrete base with metal guards 6 Cast Iron storefront frames South & east facades Fair Prep and paint regularly to protect 5 years 5,000 10,000 7 Storefronts & entry doors South & east facades Fair Clean and maintain storefronts annual 1,000 10,000 8 Stone lintels & headers South & east facades Good Review and repoint stone lintels as 5 years 5,000 10,000 needed Exterior cleaning may be appropriate 9 Decorative Masonry Parapet South & east facades Fair to Poor Repair missing & damaged masonry 5 years 10,000 20,000 Review waterproof treatment at top of parapet, review bird deterrents 10 Windows West, south & east facades Fair Review window wood surround 5 years ,000 0,000 Clean regularly, seal annual 2022 Page 1 of 2 227 Broadway, Santa Monica

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Packet Pg. 143 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills . MILLS ACT MAINTENANCE PLAN 227 Broadway, Santa Monica Item Feature Location Condition Recommended Treatment Maintenance Estimated Total Rehabiliation per Secr of Ints Stds. Schedule Budget 10 years N.A. EXTERIOR 11 Roof Entire building Fair Repair roof regularly 5 years 30,000 60,000 Review drainage at northwest corner 12 Downspouts & drains Alley (west) façade, roof Fair Remove or repair existing downspout 5 years 500 1,000 Review rooftop drainage on west 13 Hardware South & east facades Fair New compatible hardware at entries 5 years 1,000 2,000 14 Exterior lights Alley security Fair Provide new compatible fixxtures and 5 years 5,000 10,000 Building façade lighting layout. Review exposed electrical conduits to conceal where possible SYSTEMS N.A. Item System Location Condition Recommended Treatment Maintenance Estimated Schedule Budget 15 Plumbing Throughout Fair Review for leaks that may damage building annual 0,000 Repair all plumbing issues quickly 16 Electrical Throughout Fair Provide routing for exterior lights to 5 years ,000 0,000 minimize exposed conduits. Review existing fixture type for energy 17 Mechanical Throughout Fair Maintain heating and cooling for climate 5 years ,000 ,000 control and maintenance to minimize potential damage to building ADMISNISTRATIVE 18 Permits TOTAL ,000 2022 Page 2 of 2 227 Broadway, Santa Monica

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Packet Pg. 144 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Architectural Report &
Photos

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Packet Pg. 145 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment 227 Broadway FEATURE LOCATION/DESCRIPTION CONDITION TREATMENT PHOTOGRAPHS Sitework Site work on the east and Mills Act Application Kaplan Chen Kaplan south public facades consists primarily of public sidewalk. There are small recesses with planters in front of storefronts on the south, Recessed storefront entries on both the east and south have concrete paving. There is a small, recessed area at the rear entry off the alley with concrete paving leading to an area of brick paving in the alley. The recess on the south at the lobby entry is paved with polished dark stone pavers that matches the interior lobby floor. The City has allowed metal fencing in the public sidewalk area on the est. There is a covered transit stop along the south sidewalk. The concrete is in fair to poor condition with cracks at storefront entries. The stonework is in satisfactory condition. The paving can be patched but best to replace full exposed area. Concrete to have finished appearance.

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Packet Pg. 146 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Mills Act Application Kaplan Chen Kaplan

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Packet Pg. 147 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Mills Act Application Kaplan Chen Kaplan

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Packet Pg. 148 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Landscape The only landscape Mills Act Application Kaplan Chen Kaplan features on the property are potentially the planters within storefront bay recesses although very few are wide enough for planting and there does not appear to be irrigation. There are street trees along Broadway on the south. There is no landscape currently other than street trees along the south public sidewalk. If the deeper storefront recess is used for planting, irrigation should be considered.

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Packet Pg. 149 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Foundations/ Structural Mills Act Application Kaplan Chen Kaplan The footings are not evident but the building has a concrete floor. Seismic improvements were added over 20 years ago The seismic treatment was sufficient under previous code upgrades but can be studied to determine if additional work isrecommended. There are areas of missing grout and slight separation of bricks along the west. Structural engineer to review seismic strengthening

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Packet Pg. 150 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Masonry Brick Facade Mills Act Application Kaplan Chen Kaplan The building is primarily brick masonry on the exterior with cast stone lintels and window sills on the public facades. The upper floor has arched brick openings and decorative treatment at the upper register and parapet. The building is primarily brick masonry on the exterior with stone lintels and window sills on the public facades. The grout appears to have a fresh pointing coat. Missing and loose grout should be re- pointed. Larger separations should be investigated for potential structural issues. Damaged bricks can be patched or as need provided new exterior faces. The masonry can be cleaned with low pressure treatments.

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Packet Pg. 151 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Mills Act Application Kaplan Chen Kaplan

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Packet Pg. 152 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Mills Act Application Kaplan Chen Kaplan

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Packet Pg. 153 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Building base at sidewalk Mills Act Application Kaplan Chen Kaplan The building base runs along the bottom of the building at grade on the south and east public facades. A metal strap and line of bolts was added to the top of the base to discourage use. The building base is in poor to fair condition with areas of missing paint finish and rust beginning to appear. The base should be refinished regularly. The straps and bolts should be reviewed for safe attachment or removal.

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Packet Pg. 154 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Mills Act Application Kaplan Chen Kaplan

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Packet Pg. 155 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Cast Iron storefront frames Mills Act Application Kaplan Chen Kaplan A key feature is the assembly of cast iron columns and beams that frame the storefronts at the ground floor. The cast iron elements appear in relatively good condition although finish is in fair condition. A thorough finish coat should be maintained to protect the iron work.

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Packet Pg. 156 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Mills Act Application Kaplan Chen Kaplan

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Packet Pg. 157 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Storefronts and Entry Doors Mills Act Application Kaplan Chen Kaplan The current storefronts are large plate glass and set back from the cast iron surrounds. The storefronts are aluminum framed, primarily a dark color including the entrance doors to the lobby along the south façade. The storefronts are tall and have a horizontal divider toward the top where there may have been transom windows. Signage covers some of these areas. . The storefronts are in fair condition with some of the elements aging with faded finishes Storefront finishes should be maintained and re- finished as needed. New storefronts to be consistent and compatible with building.

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Packet Pg. 158 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Mills Act Application Kaplan Chen Kaplan

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Packet Pg. 159 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Stone Lintels and Headers Mills Act Application Kaplan Chen Kaplan Other than the arched brick headers on the upper windows, the windows on the south and east have ashlar brownstone headers and sills. The stone appears in fair to good condition The stone should be cleaned and maintained regularly. No sealer should be applied without careful consideration of conservation techniques.

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Packet Pg. 160 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Decorative Masonry Parapet and Upper Cornice Mills Act Application Kaplan Chen Kaplan The brickwork at the top of the building includes decorative arches and corbelling as well stepped pilaster caps. There are reconstructed decorative elements (from images of original building) constructed of artificial material at the southeast corner and north end of the east façade added in an arrangement to conceal wireless communication equipment The brickwork is in fair condition and in some localized areas in poor condition. A few bricks are loose or missing at top of pilasters. The artificial elements are not completely integrated and there are areas of separation from the brick parapet as well as possible color change. The brickwork should be reviewed for loose masonry and where grout is loose or missing. The top bricks on the pilaster caps should be secured. The added decorative elements should be reviewed for maintenance and possible improvements. Bird deterrents should be reviewed

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Packet Pg. 161 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Mills Act Application Kaplan Chen Kaplan

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Packet Pg. 162 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Windows All the windows on the Mills Act Application Kaplan Chen Kaplan upper floors were previously replaced with aluminum framed windows. The windows are subdivided at the midpoint horizontally to appear as double hung windows although the lower half is an awning window. Aluminum windows are in fair condition The windows were installed with a small wood surround that is highly deteriorated from both water and termite damage. Windows should be reviewed for operation and replacement of missing hardware. The wood surrounds may need to be treated to avoid further deterioration

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Packet Pg. 163 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Roof The roof is primarily a flat Mills Act Application Kaplan Chen Kaplan roof with sloping areas for drawings and at the back of the corner turret tower. There are several locations with installation of mechanical and electrical equipment. There is one large skylight. The roof should be inspected for ongoing repairs especially around exhaust, vents and other protrusions through the surface. The roof should be inspected on a regular cycle and repaired where necessary. The skylight should be reviewed for water tight finish and resealed as needed.

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Packet Pg. 164 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Downspouts and Drains Mills Act Application Kaplan Chen Kaplan Drainage may be direct from roof through concealed piping. There is an abandoned parapet opening and leader box along the west façade where the original building ended before the infill addition at the northwest corner. The drainage currently continues sloping to a drain at the far northwest corner. Condition of drains is unknown. Small areas of ponding are visible on the roof. reviewed and cleared of any debris.

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Packet Pg. 165 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Hardware The storefronts and Mills Act Application Kaplan Chen Kaplan building entry have simple modern hardware. The hardware is in moderate condition. Door hardware can berefurbished. While not original, the door hardware should be generally simple and consistent.

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Packet Pg. 166 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Exterior Lights Mills Act Application Kaplan Chen Kaplan There are exterior lights along the building above the storefronts. A horizontal conduit is partly concealed on a brick cornice ledge. There are also wall mounted exterior lights at the rear service entry. The exterior lights have been recently upgraded to LED fixtures. Additional lighting at storefronts may be desired. The new lights should be maintained. Modifications would be to better conceal conduits. Additional lights at storefronts and upper façade may be appropriate.

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Packet Pg. 167 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Entry Lobby The lobby with interior stair Mills Act Application Kaplan Chen Kaplan is on the south elevation through an arched entry. The interior space is in fair condition. There is wearing of wood finishes along the base and stair rails The lobby should be maintained or if modified should be compatible with the building.

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Packet Pg. 168 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Electrical Electrical service is below Mills Act Application Kaplan Chen Kaplan grade from Third Street. The electrical service appears to be in adequate condition. There are exposed conduits on the facades. Electrical service should be reviewed including energy consumption. New equipment

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Packet Pg. 169 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Plumbing The plumbing service is Mills Act Application Kaplan Chen Kaplan from the street. There is no obvious failure. The plumbing service ewer has not been investigated. Plumbing

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Packet Pg. 170 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Mechanical/ Heating Mills Act Application Kaplan Chen Kaplan The primary heating system appears to be gas. Most of the equipment is located on the roof of the building The mechanical system currently operational but elements may be toward end of service. Duct and vent at alley in poor and damaged condition. Mechanical system requires ongoing maintenance. review of the mechanical systems gas . Metalwork at duct and vent on east facade to be

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Packet Pg. 171 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment Photographs – Large Format 227 Broadway – View from southeast corner of Third Street Promenade and Broadway Mills Act Application Kaplan Chen Kaplan

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Packet Pg. 172 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment 227 Broadway – View looking southwest Mills Act Application Kaplan Chen Kaplan

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Packet Pg. 173 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment 227 Broadway – East elevation on Third Street Promenade Mills Act Application Kaplan Chen Kaplan

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Packet Pg. 174 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment 227 Broadway – View of Broadway (south) elevation and west elevation along alley. Mills Act Application Kaplan Chen Kaplan

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Packet Pg. 175 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment 227 Broadway – South elevation Mills Act Application Kaplan Chen Kaplan

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Packet Pg. 176 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 227 Broadway, Santa Monica Condition Assessment and Treatment 227 Broadway – looking south along Third Street Promenade towards Broadway Mills Act Application Kaplan Chen Kaplan

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Packet Pg. 177 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Financial Analysis

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Packet Pg. 178 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills 3RD & BROADWAY
227 Broadway, Santa Monica, CA 90401
As of: 4/21/2022

REVENUES
Monthly Rental Income 29,083
Annual Rental Income 348,992

ANNUAL EXPENSES
Gen. Expenses: 25% SFD, Others 30% 104,698
Vacancy loss 3% 10,470
Total Expenses 115,167
(Sum Lines: General Expenses + Vacancy Loss)
NET OPERTING INCOME 233,825
(Annual Income - Total Expenses)

CAPITALIZATION RATE
Interest Component 5.5%
Historic Property Risk 4.0%
(2%, or 4% for SFD)
Property Tax Component 1.0%
Amortization Component 0.5%
Capitalization Rate 11.0%
(Sum Interest through Amortization)
TAXES
Mills Act Assessment 2,125,680
(NOI / Cap Rate)
Tax Under Mills Act 22,004
(Assessment X .01035146)
Current Tax 146,294
Tax Savings 124,290
(Current Tax - Tax Under Mills Act)
Annual Costs to City 19,886
(Tax Savings X 16%)

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Packet Pg. 179 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Grant Deed

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Packet Pg. 191 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Property Tax Bill

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Packet Pg. 192 Attachment: 227 Broadway application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills

CITY OF SANTA MONICA

PLANNING AND COMMUNITY DEVELOPMENT DEPARTMENT

PLANNING DIVISION
(310) 458-8341

More details about the State enacting law are available at www.ohp.parks.ca.gov.

CONTRACT TERM
Mills Act contracts are for a ten-year term and are renewed automatically each year on the contract's anniversary. As a result, unless either the property owner or the City submits a notice of non-renewal, the owner is always ten years away from the contract termination. The effect of a non-renewal notice is contract termination at the end of the then current ten-year term. The owner may also petition the City to initiate an immediate cancellation. If cancelled, a penalty equal to 12 1/2 percent of the property's assessed market value is imposed. The City may also cancel the contract in the case of breach of the contract conditions. The rights and obligations to the contract are also binding upon successive property owners during the contract term. Although new contracts can take place at any time, new valuations will not be effective until March of any given year.

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Packet Pg. 193 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

APPLICATION PROCESS
The deadline for filing an application for a Mills Act Contract is May 31st annually.

Applications must be filed by appointment at the City Planning Division’s public information counter.

Before submitting your application, please check that you have included the following items:
 Completed application form.
 Restoration/Rehabilitation and/or Maintenance Plan.
 An Architectural Report identifying the status of all character-defining features of the building prepared by a certified architect.
 Financial Analysis form with information required (two highlighted boxes only).  Photographs of all building elevations and character-defining features of the structure(s).  Copy of the Grant Deed for the property.
 Copy of latest property tax bill.

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Packet Pg. 194 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements City of Santa Monica
Planning and Community Development Department
City Planning Division
(310) 458-8341

MILLS ACT CONTRACT APPLICATION
Application Number (s)_____________________________ Date Filed:

Fee:

Receipt #
Received by:

PROJECT ADDRESS __________________________________ Land Use Element District ________________ Zoning District __________________ Legal Description (Lot, Block, Tract) ____________________ Legal Description (Book, Page, Parcel #) __________________ APPLICANT:

Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ ARCHITECT/DESIGNER:

Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ ATTORNEY (optional):

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Packet Pg. 195 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements Existing Use of Property: ____________________________________ Date of Local Designation: __________________________________ Please give a brief summary of the general condition of the Landmark Structure:

APPLICATION MATERIALS
The following materials must be submitted to the Planning Division along with this application form in order to process a Mills Act Contract application:

Please submit one (1) unbound, single-sided copy of each of the following items:

1. An Architectural Report identifying the status and condition of all character-defining features of the building and site prepared by a certified architect.

2. A ten (10) year Restoration/Rehabilitation Plan with estimate cost and schedule prepared by a certified architect.

4. Photographs (35 mm or digital) of all building elevations and character defining features.

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Packet Pg. 196 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 01-10-2022

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Packet Pg. 197 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street
Santa Monica, California
Historic Structure Condition Assessment
and Maintenance Plan
December 1, 2021
Submitted by:

Kaplan Chen Kaplan
2526 Eighteenth Street
Santa Monica, CA 90405
David Kaplan, Preservation Architect

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Packet Pg. 198 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 1 January 1, 2022

CONDITION ASSESSMENT REPORT
Overview
The site at 818 Grant Street includes a Spanish Mediterranean Revival courtyard residential complex with two long one-story buildings framing the central court and a two story building across the back of the property with garages at grade entered from an alley. The parcel is just east of the commercial buildings on Lincoln Boulevard and a parallel alley that intersects with the alley on the south.

The property is a City of Santa Monica designated historic landmark. The site and buildings at 818 Grant Street are in adequate to fair condition and in need of significant maintenance.

Project Site
Kaplan Chen Kaplan conducted an historic resources condition assessment of 818 Grant Street, a property in Santa Monica on south side of Grant Street just east of Lincoln Boulevard. This parcel contains a residential complex with 12 units arranged on three sides of a central courtyard and designated a City of Santa Monica Historic Landmark in 2020.

Aerial photo with property at 818 Grant Street circled, east of Lincoln Boulevard.

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Packet Pg. 199 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 2 January 1, 2022
According to the Los Angeles County Assessor, the Spanish Mediterranean Revival style plaster finished residential building at 818 Grant Street was constructed in 1929.

Aerial photo of 2524 Fourth Street with residence.

Neighborhood and General Building Description
The property is located on the south side of Grant Street just west of the commercial block along Lincoln Boulevard. The alley behind the commercial buildings on Lincoln Boulevard runs along the west side of the property and intersects with the end of the alley parallel to Grant Street along the south side of the building. The nearby properties Grant Street are a mix of one and two story multi family buildings of differing styles built over the ensuing decades.

The subject parcel is slightly trapezoidal at approximately 130 feet deep with an 88 foot frontage on Grant Street and 72 foot wide rear property line. The site is generally flat. The Los Angeles County Assessor indicates 12 units on the site with a total of 5,570 square feet of interior space. The building has a stucco façade with aluminum replacement windows and original wood frames and trim.

The one story wings along the central court splay outwards towards Grant Street coinciding with the shape of the property. Each wing has a small clay tile roofed

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Packet Pg. 200 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 3 January 1, 2022
tower element at the front that frames the entry to the court. At the south end of the central court is a two story building across the back of the property with second floor units reached by a central stair that splits at the landing and turns to go to either side.

The building parapets have clay tile caps and step up and down slightly along the courtyard facades to articulate the individual unit divisions, Each unit entry also has a projecting porch with either a shed or gable configuration with barrel clay tile roofing. The main roofs of the buildings are flat with sheet roofing behind low parapets.

The landscape in the front yard and courtyard is primarily lawn. There are a set of flanking palm trees at the front of the courtyard and low planting along the fronts of the two building wings. The west and south facades are along alleys with no landscape and the sideyard on the east is primarily concrete walkways and concrete steps at rear entries. The central walkway from the sidewalk into the courtyard appears original. The walk splits into two walkways within the court to access the units with a central long median of lawn. Each unit entry on the court has a set of concrete steps up to the front doors flanked by a variety of low plantings.

Character Defining Features – Condition Assessment and Treatment Primary character-defining features of 818 Grant Street as outlined in the “Landmark Assessment Report” for 818 Grant Street (GPA, December 18, 2020) notes:
“Overall Visual Character
• U-shaped plan
• Horizontal massing
• One- and two-story height
• Flat roof with flush eaves and parapet
• Two rectangular towers, each with tile-clad pyramidal hipped roofs • Asymmetrical courtyard elevations
• Central, landscaped courtyard with concrete walkways
• Pedestrian entrances on primary, courtyard-facing elevations with varying design details
• Round arched openings
• Window and door openings recessed within thick exterior walls • Balconies on two-story portion
Exterior Materials and Craftsmanship
• Stucco with hand-troweled texture
• Red clay tile coping at parapet
• Wood window frames and sills

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Packet Pg. 201 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 4 January 1, 2022
• Arched, multi-light wood windows on the north elevation • Wood-sash casement windows, where extant
• Wood slab doors with applied molding and multi-light wood doors • Rectangular, recessed garage openings
• Canopies over primary entrance doors clad in red clay tile • Concrete steps
• Stucco medallions on the north and courtyard-facing elevations of the towers • Concrete walkway in courtyard with curved entry from Grant street” The following report includes a condition assessment of key exterior elements and character defining features as well as strategies for refurbishment and ongoing maintenance and repair of these structures and property.

Treatment Guidelines
All work is to conform to the Secretary of the Interiors Standards for Treatment of Historic Properties, in particular the Secretary of the Interiors Standards for Rehabilitation.

Preservation Briefs by the National Park Service are available for examples of treatments for rehabilitation of historic features and structures.

Projects at this property are also eligible for application of the California Historic Building Code.

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Packet Pg. 202 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 5 January 1, 2022

SUMMARY OF REPAIR / MAINTENANCE WORK
Sitework
Location:

Sitework is an important character defining feature of the property. There is a front yard of mostly lawn and a long linear courtyard between the two residential wings. Sitework is distinguished by a concrete central walk through an area of front lawn that then splits into 2 paths serving the two sides of the linear courtyard space. The outer sideyards are narrow strips of concrete with steps into rear doorways. The back of the property is along the alley.

Condition:

Concrete is in adequate condition with a few areas of settling along the walk.

The concrete steps in front and at the rear of the units are similarly in general in adequate condition.

Treatment:

The paved walk can be cleaned but not aggressively. Steps should be maintained and additional markings for safety can be added on stair treads Landscape
Location:

The front yard is primarily lawn with small plants against the front facades of the two wings. There is also lawn in the central medium inside the court and plantings against the fronts of the units with landscape enhanced at the stairs into each unit. There is a small group of palm trees on each side of the front entry into the courtyard that are a distinguishing feature. There are no plantings on the rear and side yards
Condition:

Areas of the front yard and central medium have worn areas creating patches in the lawn. Plantings along the two sides of the central court are mixed and some of the plants are up against the plaster building facades.

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Packet Pg. 203 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 6 January 1, 2022
Treatment:

New plantings in the front area of the building and along the sides of the courtyards are possible to enhance the overall design of the space. Existing plantings should betrimmed away from the buildings. Bare areas should be fertilized and re-seeded. Added irrigation may help in maintenance.

Foundations / Structural
Location:

There are concrete footings, but little is visible as plaster finish continues to grade. The foundations do not show obvious failures. A few areas of upgrade are visible in the garages in the two story structure at the back of the property Condition:

There is no evidence of structural concerns but more investigation may be warranted especially for the two story structure at the south.

Treatment:

Structural engineer should review. Additional seismic strengthening may be required.

Plaster Exterior
Location:

The building exterior is a textured finish with offset strokes of smooth stucco.

This texture appears original around the entire building except in areas of repairs.

On the two front towers there is a decorative cast plaster insert.

Condition:

The stucco is in adequate to fair condition with no obvious failures. Areas of previous repairs are not all consistent in texture. There is slight cracking in areas .

Treatment:

The stucco is best maintained with regular cycles of prep and paint. Repairs need to be carefully crafted to match the original finish. (not “Spanish lace”)

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Packet Pg. 204 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 7 January 1, 2022
.

Wood Doors
Location:

Wood doors are prevalent throughout the building as entry doors to all the units.

Back door and upstairs unit and storage doors. Original doors have recessed panels with surrounding trims A few doors have been replaced with slab doors.

Condition:

The original doors are mostly intact and should be preserved. The specific details at the view window of the front doors varies..

Treatment:

Doors should be prepped and painted on a regular basis. Rotting at the bottom of doors should be checked so that there is no long term deterioration. Painting should be provided that carefully protects and maintains the original door hardware.

Windows
Location:

Almost all windows have been replaced with aluminum slider windows. Only the large arched windows in the two corner towers appear original or similar to the original wood windows.

Condition:

Windows are in adequate condition but they would appear more appropriate to the building if wood windows are restored. Future window maintenance programs may consider timely replacements to match likely original Treatment:

Windows need to be maintained to avoid water intrusion into wood frames and exterior walls. Aluminum window sash may pit especially near the ocean. The wood windows at the tower elements should be carefully maintained with regular schedule of prep and paint.

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Packet Pg. 205 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 8 January 1, 2022
Wood Trim
Location:

The minimal trim on the building is wood including porch ceilings at both levels and trim at doors and windows
Condition:

The wood trim is deteriorated. Paint finishes are peeling. There are a few areas of rot at window sills
Treatment:

The wood trim needs treatment and refurbishment including prep and paint.

Wood sills and porch ceilings should also be treated or replaced with matching as needed. A regular cycle of prep and paint should be provided.

Metal Rails
Location:

The metal work is at the central stairs to the second floor units. There is decorative metalwork feature on either side of the stair landing that support decorative light fixtures
Condition:

The metal stair has areas of rust. Most stair elements are intact and in otherwise fair condition.

Treatment:

The metal railings need significant prep to eliminate rusting and then appropriate re- painting
Clay Tile Roofs and Parapet Caps and Roof Drains
Location:

Each main unit entry is protected by a short porch extension with clay barrel tile roof including the upper level units. Clay tile is also used as a parapet cap to the exterior stucco walls. There are holes in the parapet where clay tile inserts may

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Packet Pg. 206 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 9 January 1, 2022
have originally penetrated the wall for drainage but removed The tile drains appear to remain in place draining through the parapet at the back of the two story building
Condition:

The clay tiles are in generally good condition and may have been replacement for original tile however the grout at the parapet cap tiles appears very old. The parapet clay tiles are not all aligned. Attachments have not been confirmed.

Treatment:

The roof should be inspected on a regular cycle and repaired where necessary. The roof tile should be inspected for attachments. Missing and dislocated parapet caps should be repaired. The clay tile drainpipes that were removed should be reviewed for possible reinstallation
Roofing
Location:

The roof is covered composite sheet roofing. There are low parapet separations between some portions of the roof all covered by the roofing. All roofing is concealed from public view by low parapets although the roof over the ground floor units is visible from the second floor units and is sometimes used as an informal outdoor space
Condition:

The current roofing may be adequate for the next few years. No obvious areas of leaking were evident.

Treatment: .

Roof life cycle should be evaluated. A new roof may be needed over the next years. Any leaks should be identified and repaired expeditiously.

Gutters and Drainage
Location:

There are several methods of roof drainage with openings through the parapets and downspouts on the outer sideyard elevations. There are also drain holes centered between units in the long facades flanking the courtyard. There were

5.D.d
Packet Pg. 207 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 10 January 1, 2022
likely round clay tiles as part of the drainage system but the tiles have been removed and only the holes remain.

Condition:

The metal leader boxes and down spouts appear in adequate to fair condition.

The drain holes through the parapets appear unfinished. There are no drain guards on the roof to prevent accumulation of debris from blocking drainage.

Treatment: Drainage should be reviewed including water tests as necessary.

At time of stucco repairs and refurbishment, the drain holes n the court side should be reviewed. Metalwork of downspouts should be maintained and painted as needed.

Hardware
Location:

The main entry doors appear to have original matching hardware with a few exceptions. The black handle and deadbolt are the primary hardware. Doorbells have been added under the view windows. Original mail slot coverings are also evident on most units’ front entries. Non original deadbolts have also been added in some locations. Upper floor units may not have original hardware.

Window hardware is not original.

Condition:

The front door handle appears in satisfactory condition. Other hardware on the front door appears added and inconsistent. Upper floor door knobs appear in poor condition and inconsistent
Treatment:

The front door hardware should be reviewed and refurbished. Replacement hardware for other doorways should be selected to maintain consistency Window hardware should be maintained
Exterior Lights
Location:

There are wall mounted front porch lights at the ground floor units. The stair to the second floor has a pair of decorative exterior lights that flank the landing at

5.D.d
Packet Pg. 208 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 11 January 1, 2022
the midpoint. There is a service light under the stair at the electrical meters.

Otherwise there does not appear to be exterior lighting.

Condition:

Streetlights may be adequate but additional lighting may be appropriate.

Treatment:

New exterior lighting can be added for security or lighting in the landscape that illuminates the residence but should be carefully considered and installed to be compatible. Existing porch lights can be re-lamped for energy conservation if the appropriate bulb is chosen.

Garage Doors
Location:

There are eight garages each with an individual wood garage door. The garage doors have a thin wood frame that wraps each opening.

Condition:

The doors are generally in poor to fair condition. The operating mechanisms for some of the doors are also in need of repair and maintenance.

Treatment:

The wood doors can be maintained with significant prep and paint. A few doors may need wood repair and additional framing. The operating mechanisms may also need review and repair.

Electrical
Location:

The primary electrical appears to come from the service along the alley to the back of the building. The individual unit meters are on the courtyard side of the two story rear building. .

Condition:

The current service connects with overhead wires to the building. The electrical meters appear to be in need of update and some equipment may need upgrades

5.D.d
Packet Pg. 209 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 12 January 1, 2022
Treatment:

The electrical service should be reviewed by an engineer. Potential upgrades may be appropriate for safety.

Plumbing
Location:

There are outlets for exterior water. The interior plumbing and underfloor system is generally not visible but exposed areas in the garage below the second floor units show some of the plumbing
Condition:

The plumbing service including sewer has not been investigated. The system is old and does not appear to have been upgraded. Area in garage ceiling shows possible issues.

Treatment:

Plumbing should be reviewed. Outlets and fixtures should be repaired to prevent water damage. New service lines may be necessary.

Mechanical/Heating
Location:

There is gas service to the building so that both water and space heating is gas.

Condition:

The system is currently operable
Treatment:

Mechanical systems including water heating may require update. Review gas shut off for safety.

5.D.d
Packet Pg. 210 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Photographs
818 Grant Street-North elevation along Grant Street.

5.D.d
Packet Pg. 211 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
818 Grant Street - View looking south into central court with walkways and unit entries.

5.D.d
Packet Pg. 212 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
818 Grant Street –West elevation along side alley

5.D.d
Packet Pg. 213 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
818 Grant Street –South elevation along rear alley.

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Packet Pg. 214 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
818 Grant Street – East elevation along side setback with adjacent property

5.D.d
Packet Pg. 215 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
818 Grant Street

FEATURE LOCATION/DESCRIPTION CONDITION TREATMENT PHOTOGRAPHS Sitework Sitework is an important
character defining feature
of the property. There is a
front yard of mostly lawn
and a long linear courtyard
between the two residential
wings. Sitework is
distinguished by a concrete
central walk through an
area of front lawn that then
splits into 2 paths serving
the two sides of the linear
courtyard space. The outer
sideyards are narrow strips
of concrete with steps into
rear doorways. The back
of the property is along the
alley.

Concrete is in
adequate
condition with a
few areas of
settling along
the walk. The
concrete steps
in front and at
the rear of the
units are
similarly in
general in
adequate
condition.

The paved
walk can be
cleaned but
not
aggressively.

Steps should
be maintained
and additional
markings for
safety can be
added on stair
treads.

5.D.d
Packet Pg. 216 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan

5.D.d
Packet Pg. 217 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Landscape The front yard is primarily
lawn with small plants
against the front facades of
the two wings. There is also
lawn in the central medium
inside the court and
plantings against the fronts
of the units with landscape
enhanced at the stairs into
each unit. There is a small
group of palm trees on
each side of the front entry
into the courtyard that are a
distinguishing feature.

There are no plantings on
the rear and side yards
Areas of the
front yard and
central medium
have worn
areas creating
patches in the
lawn.

Plantings along
the two sides of
the central
court are mixed
and some of
the plants are
up against the
plaster building
facades.

New plantings
in the front
area of the
building and
along the
sides of the
courtyards are
possible to
enhance the
overall design
of the space.

Existing
plantings
should
betrimmed
away from the
buildings.

Bare areas
should be
fertilized and
re-seeded.

Added
irrigation may
help in
maintenance.

5.D.d
Packet Pg. 218 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan

5.D.d
Packet Pg. 219 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Foundations/
Structural
There are concrete
footings, but little is visible
as plaster finish continues
to grade. The foundations
do not show obvious
failures. A few areas of
upgrade are visible in the
garages in the two story
structure at the back of the
property
There is no
evidence of
structural
concerns but
more
investigation
may be
warranted
especially for
the two story
structure at the
south.

Structural
engineer
should review.

Additional
seismic
strengthening
may be
required

5.D.d
Packet Pg. 220 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Plaster
Exterior
The building exterior is a
textured finish with offset
strokes of smooth stucco.

This texture appears
original around the entire
building except in areas of
repairs. On the two front
towers there is a decorative
cast plaster insert.

The stucco is in
adequate to fair
condition with
no obvious
failures. Areas
of previous
repairs are not
all consistent in
texture. There
is slight
cracking in
areas
The stucco is
best
maintained
with regular
cycles of prep
and paint.

Repairs need
to be carefully
crafted to
match the
original finish.
(not “Spanish
lace”)

5.D.d
Packet Pg. 221 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan

5.D.d
Packet Pg. 222 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Wood doors Wood doors are prevalent
throughout the building as
entry doors to all the units.

Back door and upstairs unit
and storage doors. Original
doors have recessed
panels with surrounding
trims A few doors have
been replaced with slab
doors.

The original
doors are
mostly intact
and should be
preserved.

The specific
details at the
view window of
the front doors
varies.

Doors should
be prepped
and painted
on a regular
basis. Rotting
at the bottom
of doors
should be
checked so
that there is
no long term
deterioration.

Painting
should be
provided that
carefully
protects and
maintains the
original door
hardware.

5.D.d
Packet Pg. 223 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Windows Almost all windows have
been replaced with
aluminum slider windows.

Only the large arched
windows in the two corner
towers appear original or
similar to the original wood
windows.

Windows are in
adequate
condition but
they would
appear more
appropriate to
the building if
wood windows
are restored.

Future window
maintenance
programs may
consider timely
replacements
to match likely
original
Windows need
to be
maintained to
avoid water
intrusion into
wood frames
and exterior
walls.

Aluminum
window sash
may pit
especially
near the
ocean. The
wood windows
at the tower
elements
should be
carefully
maintained
with regular
schedule of
prep and
paint.

5.D.d
Packet Pg. 224 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan

5.D.d
Packet Pg. 225 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Wood Trim The minimal trim on the
building is wood including
porch ceilings at both levels
and trim at doors and
windows
The wood trim
is deteriorated.

Paint finishes
are peeling.

There are a
few areas of rot
at window sills.

The wood trim
needs
treatment and
refurbishment
including prep
and paint.

Wood sills and
porch ceilings
should also be
treated or
replaced with
matching as
needed. A
regular cycle
of prep and
paint should
be provided.

5.D.d
Packet Pg. 226 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Metal rails The metal work is at the
central stairs to the second
floor units. There is
decorative metalwork
feature on either side of the
stair landing that support
decorative light fixtures
The metal stair
has areas of
rust. Most stair
elements are
intact and in
otherwise fair
condition.

The metal
railings need
significant
prep to
eliminate
rusting and
then
appropriate repainting

5.D.d
Packet Pg. 227 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Clay Tile
Roof,
Parapet
Caps and
Roof Drains
Each main unit entry is
protected by a short porch
extension with clay barrel
tile roof including the upper
level units. Clay tile is also
used as a parapet cap to
the exterior stucco walls.

There are holes in the
parapet where clay tile
inserts may have originally
penetrated the wall for
drainage but removed The
tile drains appear to remain
in place draining through
the parapet at the back of
the two story building
The clay tiles
are in generally
good condition
and may have
been
replacement for
original tile
however the
grout at the
parapet cap
tiles appears
very old. The
parapet clay
tiles are not all
aligned.

Attachments
have not been
confirmed
The roof tile
should be
inspected for
attachments.

Missing and
dislocated
parapet caps
should be
repaired. The
clay tile
drainpipes that
were removed
should be
reviewed for
possible
reinstallation

5.D.d
Packet Pg. 228 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Roofing The roof is covered
composite sheet roofing.

There are low parapet
separations between some
portions of the roof all
covered by the roofing. All
roofing is concealed from
public view by low parapets
although the roof over the
ground floor units is visible
from the second floor units
and is sometimes used as
an informal outdoor space
The current
roofing may be
adequate for
the next few
years. No
obvious areas
of leaking were
evident.

Roof life cycle
should be
evaluated. A
new roof may
be needed
over the next
years. Any
leaks should
be identified
and repaired
expeditiously.

5.D.d
Packet Pg. 229 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Gutters and
Drainage
There are several methods
of roof drainage with
openings through the
parapets and downspouts
on the outer sideyard
elevations. There are also
drain holes centered
between units in the long
facades flanking the
courtyard. There were
likely round clay tiles as
part of the drainage system
but the tiles have been
removed and only the holes
remain.

The metal
leader boxes
and down
spouts appear
in adequate to
fair condition.

The drain holes
through the
parapets
appear
unfinished.

There are no
drain guards on
the roof to
prevent
accumulation
of debris from
blocking
drainage.

Drainage
should be
reviewed
including
water tests as
necessary. At
time of stucco
repairs and
refurbishment,
the drain holes
n the court
side should be
reviewed.

Metalwork of
downspouts
should be
maintained
and painted as
needed.

5.D.d
Packet Pg. 230 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Hardware The main entry doors
appear to have original
matching hardware with a
few exceptions. The black
handle and deadbolt are
the primary hardware.

Doorbells have been added
under the view windows.

Original mail slot coverings
are also evident on most
units’ front entries. Non
original deadbolts have
also been added in some
locations. Upper floor units
may not have original
hardware. Window
hardware is not original.

The front door
handle appears
in satisfactory
condition.

Other hardware
on the front
door appears
added and
inconsistent.

Upper floor
door knobs
appear in poor
condition and
inconsistent
The front door
hardware
should be
reviewed and
refurbished.

Replacement
hardware for
other
doorways
should be
selected to
maintain
consistency
Window
hardware
should be
maintained.

5.D.d
Packet Pg. 231 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Exterior
Lights
There are wall mounted
front porch lights at the
ground floor units. The
stair to the second floor has
a pair of decorative exterior
lights that flank the landing
at the midpoint. There is a
service light under the stair
at the electrical meters.

Otherwise there does not
appear to be exterior
lighting.

Streetlights
may be
adequate but
additional
lighting may be
appropriate.

New exterior
lighting can be
added for
security or
lighting in the
landscape that
illuminates the
residence but
should be
carefully
considered
and installed
to be
compatible.

Existing porch
lights can be
re-lamped for
energy
conservation if
the
appropriate
bulb is
chosen.

5.D.d
Packet Pg. 232 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Garage
Doors
There are eight garages
each with an individual
wood garage door. The
garage doors have a thin
wood frame that wraps
each opening.

The doors are
generally in
poor to fair
condition. The
operating
mechanisms
for some of the
doors are also
in need of
repair and
maintenance.

The wood
doors can be
maintained
with significant
prep and
paint. A few
doors may
need wood
repair and
additional
framing. The
operating
mechanisms
may also need
review and
repair.

5.D.d
Packet Pg. 233 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Electrical The primary electrical
appears to come from the
service along the alley to
the back of the building.

The individual unit meters
are on the courtyard side of
the two story rear building.
.

The current
service
connects with
overhead wires
to the building.

The electrical
meters appear
to be in need of
update and
some
equipment may
need upgrades
The electrical
service should
be reviewed
by an
engineer.

Potential
upgrades may
be appropriate
for safety.

5.D.d
Packet Pg. 234 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Plumbing There are outlets for
exterior water. The interior
plumbing and underfloor
system is generally not
visible but exposed areas in
the garage below the
second floor units show
some of the plumbing
The plumbing
service
including sewer
has not been
investigated.

The system is
old and does
not appear to
have been
upgraded.

Area in garage
ceiling shows
possible
issues.

Plumbing
should be
reviewed.

Outlets and
fixtures should
be repaired to
prevent water
damage. New
service lines
may be
necessary.

5.D.d
Packet Pg. 235 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Mechanical/
Heating
There is gas service to the
building so that both water
and space heating is gas.

The system is
currently
operable
Mechanical
systems
including
water heating
may require
update.

Review gas
shut off for
safety.

5.D.d
Packet Pg. 236 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic

MILLS ACT MAINTENANCE PLAN
818 Grant Street
MAINTENANCE PLAN: 818 Grant Street
Item # Maintenance Feature Location Recommended Treatment Total Schedule Maintenance per Secr of Ints Stds. (Est. Budgets) SITE
1 repair yr1 Sitework Unit front entry steps Review site paving for damage. Patch as $ 15,000.00 as needed Courtyard walkways needed. Check impact of planting on walls 2 monthly Landscape Streetscape, courtyard Maintain landscape, check irrigation $ 65,000.00 Avoid plants and irrigation against stucco walls

EXTERIOR
3 as needed Foundations/Structural Footings at buildings Review structural as needed, patch cracks $ 2,000.00 in exposed concrete
4 annual Plaster exterior All facades Review plaster. Patch cracks $ 50,000.00 Prep and paint on 5 year cycle
5 yr1 review Wood doors Unit entry doors Maintain original doors $ 15,000.00 5 year Rear unit doors on sideyard and Prep and paint as needed cycle alley
6 5 year Windows Throughout Maintain windows and operation. $ 30,000.00 cycle Front (north elevation) and courtyard alumnum
can be replaced with wood type windows
7 5 year Wood Trim All windows frames and sills Prep and paint approx 5 year cycle $ 50,000.00 cycle
8 yr 1 repair Metal Rails Handrails for stair to second Significant prep and paint $ 25,000.00 5 year floor
cycle
9 5 year Clay tile roofs and parapets Porch overhangs and flat roof Check for attachments. Replace missing with $ 20,000.00 cycle parapet caps matching clay barrel tile
10 year 10 Roofing Throughout Reivew for leaks, Re-roof at 10 years $ 75,000.00 11 repair yr1 Drainage Clay tile openings thru parapets Provide screens to keep drains clear of debris. $ 10,000.00 as needed Drainage throughout site Clay tile liner removed from some penetrations and can be reinstalled
12 yr 1 Hardware Doors and windows Maintain origional entry door hardware, $ 5,000.00 as needed replace missing hardware with consistent
finish
13 as needed Exterior Lights Site lighting,porch lights Relamp as needed $ 5,000.00 Check for weather seal and finish conditon
14 repair yr 1 Garage doors Garages entered from south Repair garage doors as needed for consistent $ 35,000.00 5 year aley appearance or drywall off.
cycle

SYSTEMS
15 as needed Electrical Overhead from south alley Maintain as needed $ 5,000.00 Review exterior outlets for safety
Relamp as needed
16 as needed Plumbing Throughout site and units Maintain plumbing. Repairs when needed $ 50,000.00 to be expedited.
17 as needed Heating/AC/Gas All residential units Maintain service, repair as needed $ 10,000.00 Gas meters at south end of Check for shutoffs
court under stairs
TOTAL MILLS ACT MAINTENANCE PLAN 10 Years $ 467,000.00
2022 1 818 Grant Street, Santa Monica

5.D.d
Packet Pg. 237 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements Financial Analysis for Mills Act Contract at
818 Grant in Santa Monica, CA
Monthly Rental Income $ 15,800.27
Annual Rental Income $ 189,603.19 Actual
Vacancy loss $ (5,688.10) 3%
Annual Rental Income $ 183,915.09
Insurance $ 4,573.00
Utilities $ 9,417.13
Trash $ 4,400.00
Repairs & Maintenance $ 62,350.00
Management $ 11,034.91
Landscaping $ 6,000.00
Pest Control $ 2,500.00
Professional and Marketing $ 3,600.00
Legal $ 12,355.85
Rent control registration $ 2,376.00
Miscellaneous Op Ex $ 5,000.00
Total Expenses $ 123,606.89
Net total $ 60,308.21
Interest component 5.50%
historic property risk component 4%
property tax component 1%
amortization component 0.5%
total = cap rate 11.00%
Mills Act Accesed Value $548,256.44
Current Tax $42,549.43 23%
Tax under Mills Act $5,482.56
Estimated Tax Reduction $37,066.87

5.D.d
Packet Pg. 238 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street
Santa Monica, California
Historic Structure Condition Assessment
and Maintenance Plan
December 1, 2021
Submitted by:

Kaplan Chen Kaplan
2526 Eighteenth Street
Santa Monica, CA 90405
David Kaplan, Preservation Architect

5.D.d
Packet Pg. 239 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 1 January 1, 2022

The property is a City of Santa Monica designated historic landmark. The site and buildings at 818 Grant Street are in fair to poor condition and in need of significant maintenance and repairs.

Aerial photo with property at 818 Grant Street circled, east of Lincoln Boulevard.

5.D.d
Packet Pg. 240 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 2 January 1, 2022
According to the Los Angeles County Assessor, the Spanish Mediterranean Revival style plaster finished residential building at 818 Grant Street was constructed in 1929.

Aerial photo of 2524 Fourth Street with residence.

The one story wings along the central court splay outwards towards Grant Street coinciding with the shape of the property. Each wing has a small clay tile roofed

5.D.d
Packet Pg. 241 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 3 January 1, 2022
tower element at the front that frames the entry to the court. At the south end of the central court is a two story building across the back of the property with second floor units reached by a central stair that splits at the landing and turns to go to either side.

5.D.d
Packet Pg. 242 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 4 January 1, 2022
• Arched, multi-light wood windows on the north elevation • Wood-sash casement windows, where extant
• Wood slab doors with applied molding and multi-light wood doors • Rectangular, recessed garage openings
• Canopies over primary entrance doors clad in red clay tile • Concrete steps
• Stucco medallions on the north and courtyard-facing elevations of the towers • Concrete walkway in courtyard with curved entry from Grant street” The following report includes a condition assessment of key exterior elements and character defining features as well as strategies for refurbishment and ongoing maintenance and repair of these structures and property.

Preservation Briefs by the National Park Service are available for examples of treatments for rehabilitation of historic features and structures.

Projects at this property are also eligible for application of the California Historic Building Code.

5.D.d
Packet Pg. 243 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 5 January 1, 2022

SUMMARY OF REPAIR / MAINTENANCE WORK
Sitework
Location:

Condition:

Concrete is in adequate condition with a few areas of settling along the walk.

The concrete steps in front and at the rear of the units are similarly in general in adequate condition.

Treatment:

The paved walk can be cleaned but not aggressively. Steps should be maintained and additional markings for safety can be added on stair treads Landscape
Location:

5.D.d
Packet Pg. 244 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 6 January 1, 2022
Treatment:

Foundations / Structural
Location:

There is no evidence of structural concerns but more investigation may be warranted especially for the two story structure at the south.

Treatment:

Structural engineer should review. Additional seismic strengthening may be required.

Plaster Exterior
Location:

The building exterior is a textured finish with offset strokes of smooth stucco.

This texture appears original around the entire building except in areas of repairs.

On the two front towers there is a decorative cast plaster insert.

Condition:

The stucco is in adequate to fair condition with no obvious failures. Areas of previous repairs are not all consistent in texture. There is slight cracking in areas .

Treatment:

The stucco is best maintained with regular cycles of prep and paint. Repairs need to be carefully crafted to match the original finish. (not “Spanish lace”)

5.D.d
Packet Pg. 245 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 7 January 1, 2022
.

Wood Doors
Location:

Wood doors are prevalent throughout the building as entry doors to all the units.

Back door and upstairs unit and storage doors. Original doors have recessed panels with surrounding trims A few doors have been replaced with slab doors.

Condition:

The original doors are mostly intact and should be preserved. The specific details at the view window of the front doors varies..

Treatment:

Windows
Location:

Almost all windows have been replaced with aluminum slider windows. Only the large arched windows in the two corner towers appear original or similar to the original wood windows.

Condition:

5.D.d
Packet Pg. 246 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 8 January 1, 2022
Wood Trim
Location:

The minimal trim on the building is wood including porch ceilings at both levels and trim at doors and windows
Condition:

The wood trim is deteriorated. Paint finishes are peeling. There are a few areas of rot at window sills
Treatment:

The wood trim needs treatment and refurbishment including prep and paint.

Wood sills and porch ceilings should also be treated or replaced with matching as needed. A regular cycle of prep and paint should be provided.

Metal Rails
Location:

The metal work is at the central stairs to the second floor units. There is decorative metalwork feature on either side of the stair landing that support decorative light fixtures
Condition:

The metal stair has areas of rust. Most stair elements are intact and in otherwise fair condition.

Treatment:

The metal railings need significant prep to eliminate rusting and then appropriate re- painting
Clay Tile Roofs and Parapet Caps and Roof Drains
Location:

5.D.d
Packet Pg. 247 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 9 January 1, 2022
have originally penetrated the wall for drainage but removed The tile drains appear to remain in place draining through the parapet at the back of the two story building
Condition:

Treatment:

The current roofing may be adequate for the next few years. No obvious areas of leaking were evident.

Treatment: .

Roof life cycle should be evaluated. A new roof may be needed over the next years. Any leaks should be identified and repaired expeditiously.

Gutters and Drainage
Location:

5.D.d
Packet Pg. 248 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 10 January 1, 2022
likely round clay tiles as part of the drainage system but the tiles have been removed and only the holes remain.

Condition:

The metal leader boxes and down spouts appear in adequate to fair condition.

The drain holes through the parapets appear unfinished. There are no drain guards on the roof to prevent accumulation of debris from blocking drainage.

Treatment: Drainage should be reviewed including water tests as necessary.

At time of stucco repairs and refurbishment, the drain holes n the court side should be reviewed. Metalwork of downspouts should be maintained and painted as needed.

Hardware
Location:

Window hardware is not original.

Condition:

The front door handle appears in satisfactory condition. Other hardware on the front door appears added and inconsistent. Upper floor door knobs appear in poor condition and inconsistent
Treatment:

There are wall mounted front porch lights at the ground floor units. The stair to the second floor has a pair of decorative exterior lights that flank the landing at

5.D.d
Packet Pg. 249 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 11 January 1, 2022
the midpoint. There is a service light under the stair at the electrical meters.

Otherwise there does not appear to be exterior lighting.

Condition:

Streetlights may be adequate but additional lighting may be appropriate.

Treatment:

Garage Doors
Location:

There are eight garages each with an individual wood garage door. The garage doors have a thin wood frame that wraps each opening.

Condition:

The doors are generally in poor to fair condition. The operating mechanisms for some of the doors are also in need of repair and maintenance.

Treatment:

The wood doors can be maintained with significant prep and paint. A few doors may need wood repair and additional framing. The operating mechanisms may also need review and repair.

Electrical
Location:

The primary electrical appears to come from the service along the alley to the back of the building. The individual unit meters are on the courtyard side of the two story rear building. .

Condition:

The current service connects with overhead wires to the building. The electrical meters appear to be in need of update and some equipment may need upgrades

5.D.d
Packet Pg. 250 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 12 January 1, 2022
Treatment:

The electrical service should be reviewed by an engineer. Potential upgrades may be appropriate for safety.

Plumbing
Location:

The plumbing service including sewer has not been investigated. The system is old and does not appear to have been upgraded. Area in garage ceiling shows possible issues.

Treatment:

Plumbing should be reviewed. Outlets and fixtures should be repaired to prevent water damage. New service lines may be necessary.

Mechanical/Heating
Location:

There is gas service to the building so that both water and space heating is gas.

Condition:

The system is currently operable
Treatment:

Mechanical systems including water heating may require update. Review gas shut off for safety.

5.D.d
Packet Pg. 251 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Photographs
818 Grant Street-North elevation along Grant Street.

5.D.d
Packet Pg. 252 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
818 Grant Street - View looking south into central court with walkways and unit entries.

5.D.d
Packet Pg. 253 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
818 Grant Street –West elevation along side alley

5.D.d
Packet Pg. 254 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
818 Grant Street –South elevation along rear alley.

5.D.d
Packet Pg. 255 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
818 Grant Street – East elevation along side setback with adjacent property

5.D.d
Packet Pg. 256 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
818 Grant Street

Concrete is in
adequate
condition with a
few areas of
settling along
the walk. The
concrete steps
in front and at
the rear of the
units are
similarly in
general in
adequate
condition.

The paved
walk can be
cleaned but
not
aggressively.

Steps should
be maintained
and additional
markings for
safety can be
added on stair
treads.

5.D.d
Packet Pg. 257 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan

5.D.d
Packet Pg. 258 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Landscape The front yard is primarily
lawn with small plants
against the front facades of
the two wings. There is also
lawn in the central medium
inside the court and
plantings against the fronts
of the units with landscape
enhanced at the stairs into
each unit. There is a small
group of palm trees on
each side of the front entry
into the courtyard that are a
distinguishing feature.

There are no plantings on
the rear and side yards
Areas of the
front yard and
central medium
have worn
areas creating
patches in the
lawn.

Plantings along
the two sides of
the central
court are mixed
and some of
the plants are
up against the
plaster building
facades.

New plantings
in the front
area of the
building and
along the
sides of the
courtyards are
possible to
enhance the
overall design
of the space.

Existing
plantings
should
betrimmed
away from the
buildings.

Bare areas
should be
fertilized and
re-seeded.

Added
irrigation may
help in
maintenance.

5.D.d
Packet Pg. 259 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan

5.D.d
Packet Pg. 260 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Foundations/
Structural
There are concrete
footings, but little is visible
as plaster finish continues
to grade. The foundations
do not show obvious
failures. A few areas of
upgrade are visible in the
garages in the two story
structure at the back of the
property
There is no
evidence of
structural
concerns but
more
investigation
may be
warranted
especially for
the two story
structure at the
south.

Structural
engineer
should review.

Additional
seismic
strengthening
may be
required

5.D.d
Packet Pg. 261 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Plaster
Exterior
The building exterior is a
textured finish with offset
strokes of smooth stucco.

This texture appears
original around the entire
building except in areas of
repairs. On the two front
towers there is a decorative
cast plaster insert.

Repairs need
to be carefully
crafted to
match the
original finish.
(not “Spanish
lace”)

5.D.d
Packet Pg. 262 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan

5.D.d
Packet Pg. 263 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Wood doors Wood doors are prevalent
throughout the building as
entry doors to all the units.

Back door and upstairs unit
and storage doors. Original
doors have recessed
panels with surrounding
trims A few doors have
been replaced with slab
doors.

The original
doors are
mostly intact
and should be
preserved.

The specific
details at the
view window of
the front doors
varies.

Doors should
be prepped
and painted
on a regular
basis. Rotting
at the bottom
of doors
should be
checked so
that there is
no long term
deterioration.

Painting
should be
provided that
carefully
protects and
maintains the
original door
hardware.

5.D.d
Packet Pg. 264 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Windows Almost all windows have
been replaced with
aluminum slider windows.

Only the large arched
windows in the two corner
towers appear original or
similar to the original wood
windows.

Windows are in
adequate
condition but
they would
appear more
appropriate to
the building if
wood windows
are restored.

Future window
maintenance
programs may
consider timely
replacements
to match likely
original
Windows need
to be
maintained to
avoid water
intrusion into
wood frames
and exterior
walls.

Aluminum
window sash
may pit
especially
near the
ocean. The
wood windows
at the tower
elements
should be
carefully
maintained
with regular
schedule of
prep and
paint.

5.D.d
Packet Pg. 265 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan

5.D.d
Packet Pg. 266 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Wood Trim The minimal trim on the
building is wood including
porch ceilings at both levels
and trim at doors and
windows
The wood trim
is deteriorated.

Paint finishes
are peeling.

There are a
few areas of rot
at window sills.

The wood trim
needs
treatment and
refurbishment
including prep
and paint.

Wood sills and
porch ceilings
should also be
treated or
replaced with
matching as
needed. A
regular cycle
of prep and
paint should
be provided.

5.D.d
Packet Pg. 267 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Metal rails The metal work is at the
central stairs to the second
floor units. There is
decorative metalwork
feature on either side of the
stair landing that support
decorative light fixtures
The metal stair
has areas of
rust. Most stair
elements are
intact and in
otherwise fair
condition.

The metal
railings need
significant
prep to
eliminate
rusting and
then
appropriate repainting

5.D.d
Packet Pg. 268 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Clay Tile
Roof,
Parapet
Caps and
Roof Drains
Each main unit entry is
protected by a short porch
extension with clay barrel
tile roof including the upper
level units. Clay tile is also
used as a parapet cap to
the exterior stucco walls.

Attachments
have not been
confirmed
The roof tile
should be
inspected for
attachments.

Missing and
dislocated
parapet caps
should be
repaired. The
clay tile
drainpipes that
were removed
should be
reviewed for
possible
reinstallation

5.D.d
Packet Pg. 269 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Roofing The roof is covered
composite sheet roofing.

Roof life cycle
should be
evaluated. A
new roof may
be needed
over the next
years. Any
leaks should
be identified
and repaired
expeditiously.

5.D.d
Packet Pg. 270 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Gutters and
Drainage
There are several methods
of roof drainage with
openings through the
parapets and downspouts
on the outer sideyard
elevations. There are also
drain holes centered
between units in the long
facades flanking the
courtyard. There were
likely round clay tiles as
part of the drainage system
but the tiles have been
removed and only the holes
remain.

The metal
leader boxes
and down
spouts appear
in adequate to
fair condition.

The drain holes
through the
parapets
appear
unfinished.

There are no
drain guards on
the roof to
prevent
accumulation
of debris from
blocking
drainage.

Drainage
should be
reviewed
including
water tests as
necessary. At
time of stucco
repairs and
refurbishment,
the drain holes
n the court
side should be
reviewed.

Metalwork of
downspouts
should be
maintained
and painted as
needed.

5.D.d
Packet Pg. 271 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Hardware The main entry doors
appear to have original
matching hardware with a
few exceptions. The black
handle and deadbolt are
the primary hardware.

Doorbells have been added
under the view windows.

The front door
handle appears
in satisfactory
condition.

Other hardware
on the front
door appears
added and
inconsistent.

Upper floor
door knobs
appear in poor
condition and
inconsistent
The front door
hardware
should be
reviewed and
refurbished.

Replacement
hardware for
other
doorways
should be
selected to
maintain
consistency
Window
hardware
should be
maintained.

5.D.d
Packet Pg. 272 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Exterior
Lights
There are wall mounted
front porch lights at the
ground floor units. The
stair to the second floor has
a pair of decorative exterior
lights that flank the landing
at the midpoint. There is a
service light under the stair
at the electrical meters.

Otherwise there does not
appear to be exterior
lighting.

Streetlights
may be
adequate but
additional
lighting may be
appropriate.

New exterior
lighting can be
added for
security or
lighting in the
landscape that
illuminates the
residence but
should be
carefully
considered
and installed
to be
compatible.

Existing porch
lights can be
re-lamped for
energy
conservation if
the
appropriate
bulb is
chosen.

5.D.d
Packet Pg. 273 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Garage
Doors
There are eight garages
each with an individual
wood garage door. The
garage doors have a thin
wood frame that wraps
each opening.

The doors are
generally in
poor to fair
condition. The
operating
mechanisms
for some of the
doors are also
in need of
repair and
maintenance.

The wood
doors can be
maintained
with significant
prep and
paint. A few
doors may
need wood
repair and
additional
framing. The
operating
mechanisms
may also need
review and
repair.

5.D.d
Packet Pg. 274 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Electrical The primary electrical
appears to come from the
service along the alley to
the back of the building.

The individual unit meters
are on the courtyard side of
the two story rear building.
.

The current
service
connects with
overhead wires
to the building.

The electrical
meters appear
to be in need of
update and
some
equipment may
need upgrades
The electrical
service should
be reviewed
by an
engineer.

Potential
upgrades may
be appropriate
for safety.

5.D.d
Packet Pg. 275 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Plumbing There are outlets for
exterior water. The interior
plumbing and underfloor
system is generally not
visible but exposed areas in
the garage below the
second floor units show
some of the plumbing
The plumbing
service
including sewer
has not been
investigated.

The system is
old and does
not appear to
have been
upgraded.

Area in garage
ceiling shows
possible
issues.

Plumbing
should be
reviewed.

Outlets and
fixtures should
be repaired to
prevent water
damage. New
service lines
may be
necessary.

5.D.d
Packet Pg. 276 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic 818 Grant Street, Street, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Mechanical/
Heating
There is gas service to the
building so that both water
and space heating is gas.

The system is
currently
operable
Mechanical
systems
including
water heating
may require
update.

Review gas
shut off for
safety.

5.D.d
Packet Pg. 277 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic

MILLS ACT MAINTENANCE PLAN
818 Grant Street
MAINTENANCE PLAN: 818 Grant Street
Item # Maintenance Feature Location Recommended Treatment Total Schedule Maintenance per Secr of Ints Stds. (Est. Budgets) SITE
1 2023 Sitework Unit front entry steps Review site paving for damage. Patch as $ 5,000.00 ongoing Courtyard walkways needed. Check impact of planting on walls 2 monthly Landscape Streetscape, courtyard Maintain landscape, check irrigation $ 20,000.00 Avoid plants and irrigation against stucco walls

EXTERIOR
3 as needed Foundations/Structural Footings at buildings Review structural as needed, patch cracks $ 2,000.00 2025 review when occurs in exposed concrete
4 2024 Plaster exterior All facades Review plaster. Patch cracks $ 50,000.00 5 year cycle Prep and paint on 5 year cycle
2029
5 2024 Wood doors Unit entry doors Maintain original doors $ 10,000.00 5 year cycle Rear unit doors on sideyard and Prep and paint as needed 2029 alley
6 annual Windows Throughout Maintain windows and operation. $ 20,000.00 ongoing Front (north elevation) and courtyard alumnum
can be replaced with wood type windows
7 2024 Wood Trim All windows frames and sills Prep and paint approx 5 year cycle $ 50,000.00 5 year cycle
2029
8 2023 Metal Rails Handrails for stair to second Significant prep and paint $ 20,000.00 5 year cycle floor
2028
9 2023 Clay tile roofs and parapets Porch overhangs and flat roof Check for attachments. Replace missing with $ 10,000.00 5 year cycle parapet caps matching clay barrel tile
2028
10 2023 Roofing Throughout Provide new roofing surface. Review in 10 years $ 50,000.00 11 2023 Drainage Clay tile openings thru parapets Provide screens to keep drains clear of debris. $ 10,000.00 & ongoing Drainage throughout site Clay tile liner removed from some penetrations and can be reinstalled
12 2025 Hardware Doors and windows Maintain orignal entry door hardware, $ 5,000.00 & ongoing replace missing hardware with consistent
finish
13 as needed Exterior Lights Site ligihting,porch lights Relamp as needed $ 5,000.00 Check for weather seal and finish conditon
14 2023 Garage ddors Garages entered from south Repair garage doors as needed for consistent $ 30,000.00 5 year cycle aley appearrrance
2028

SYSTEMS
15 as needed Electrical Overhead from south alley Maintain as needed $ 5,000.00 Review exterior outlets for safety
Relamp as needed
16 as needed Plumbing Throughout site and units Maintain plumbing. Repairs when needed $ 8,000.00 to be expedited.
17 review shutoff Heating/AC/Gas All residential units Maintain service, repair as needed $ 5,000.00 2023 Gas meters at south end of Check for shutoffs
as needed court under stairs
TOTAL MILLS ACT MAINTENANCE PLAN 10 Years $ 305,000.00
2022 1 818 Grant Street, Santa Monica

5.D.d
Packet Pg. 278 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements Financial Analysis for Mills Act Contract at
818 Grant in Santa Monica, CA
Monthly Rental Income $ 15,800.27
Annual Rental Income $ 189,603.19 Actual
Vacancy loss $ (5,688.10) 3%
Annual Rental Income $ 183,915.09
Insurance $ 4,573.00
Utilities $ 9,417.13
Trash $ 4,400.00
Repairs & Maintenance $ 62,350.00
Management $ 11,034.91
Landscaping $ 6,000.00
Pest Control $ 2,500.00
Professional and Marketing $ 3,600.00
Legal $ 12,355.85
Rent control registration $ 2,376.00
Miscellaneous Op Ex $ 5,000.00
Total Expenses $ 123,606.89
Net total $ 60,308.21
Interest component 5.50%
historic property risk component 4%
property tax component 1%
amortization component 0.5%
total = cap rate 11.00%
Mills Act Accesed Value $548,256.44
Current Tax $42,549.43 23%
Tax under Mills Act $5,482.56
Estimated Tax Reduction $37,066.87

5.D.d
Packet Pg. 279 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

5.D.d
Packet Pg. 280 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

5.D.d
Packet Pg. 281 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

5.D.d
Packet Pg. 282 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

5.D.d
Packet Pg. 283 Attachment: 818 Grant Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

CITY OF SANTA MONICA

PLANNING AND COMMUNITY DEVELOPMENT DEPARTMENT

PLANNING DIVISION
(310) 458-8341

More details about the State enacting law are available at www.ohp.parks.ca.gov.

5.D.e
Packet Pg. 284 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

APPLICATION PROCESS
The deadline for filing an application for a Mills Act Contract is May 31st annually.

Applications must be filed by appointment at the City Planning Division’s public information counter.

5.D.e
Packet Pg. 285 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements City of Santa Monica
Planning and Community Development Department
City Planning Division
(310) 458-8341

MILLS ACT CONTRACT APPLICATION
Application Number (s)_____________________________ Date Filed:

Fee:

Receipt #
Received by:

Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ ARCHITECT/DESIGNER:

Name: __________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ ATTORNEY (optional):

Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ Santa Monica Business License No. __________
362 Camden Fee, LLC
9744 Wilshire Blvd Ste 203, Beverly Hills, CA 90212
818-425-9776 [email protected]

5.D.e
Packet Pg. 286 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements Existing Use of Property: ____________________________________ Date of Local Designation: __________________________________ Please give a brief summary of the general condition of the Landmark Structure:

APPLICATION MATERIALS
The following materials must be submitted to the Planning Division along with this application form in order to process a Mills Act Contract application:

Please submit one (1) unbound, single-sided copy of each of the following items:

1. An Architectural Report identifying the status and condition of all character-defining features of the building and site prepared by a certified architect.

2. A ten (10) year Restoration/Rehabilitation Plan with estimate cost and schedule prepared by a certified architect.

4. Photographs (35 mm or digital) of all building elevations and character defining features.

5.D.e
Packet Pg. 287 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

6. Copy of the legal description for the property ("Exhibit A" on a Grant Deed).

7. Copy of the latest property tax bill for the property.

8. OPTIONAL: One (1) digital copy of above listed items #1-4 on a CD or diskette.

PROPERTY OWNER'S SIGNATURE DATE
02/14/2022

5.D.e
Packet Pg. 288 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

174 Kinney Street / 171-177 Pier Avenue
Santa Monica, California
Historic Structure Condition Assessment
and Maintenance Plan
February 1, 2022
Submitted by:

Kaplan Chen Kaplan
2526 Eighteenth Street
Santa Monica, CA 90405
David Kaplan, Preservation Architect

5.D.e
Packet Pg. 289 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 1 February 1, 2022

CONDITION ASSESSMENT REPORT
Overview
The site at 174 Kinney Steet/171-177 Pier Avenue contains two building types:
the exposed masonry building at 174 Kinney Street and a two story plaster finished building at 171-177 Pier Avenue. The property is a designated City of Santa Monica landmark. The site and buildings at 174 Kinney Steet/171-177 Pier Avenue are in fair condition and need of significant maintenance. Current planning includes ongoing maintenance of character defining features of the historic resource.

Project Site
Kaplan Chen Kaplan conducted an historic resources condition assessment of 174 Kinney Steet/171-177 Pier Avenue that covers the two parts of the building.

The parcel was designated a City of Santa Monica Landmark in 2015.

Aerial photo with site and outline of two buildings, one facing north on at 174 Kinney Street and the other facing south at 171-177 Pier Avenue.

5.D.e
Packet Pg. 290 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 2 February 1, 2022
According to the Los Angeles County Assessor, the property is identified as 177 Pier Avenue with construction dates of 1909 and 1950. Based on permit research in “171-177 Pier Avenue/174 Kinney Street Landmark Assessment Report – Draft” by Architectural Resources Group, May 20, 2015, the current buildings were generally constructed ca. 1915 and 1926 with the main façade on Kinney street added in 1926. The report described the building as “commercial vernacular in style, with Art Deco and Spanish Colonial Revival elements.” Aerial photo of 174 Kinney Street looking south.

Neighborhood and General Building Description
The property is located in southwest Santa Monica, on the east side of Neilson Way one block from the Pacific Ocean and a half block from Main Street on the west. The property is within the Main Street commercial district.

5.D.e
Packet Pg. 291 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 3 February 1, 2022
The subject parcel is an approximately 90 x 193 foot rectangular site that is generally flat with a slight slope down to the east to Main Street. The Los Angeles County Assessor indicates a total of 14,264 square feet of interior space on the site. The buildings on the site front directly to the public way on three sides but on the east are setback approximately 20 feet from the property line creating a private alley like space the length of the parcel. The northern portion of the building has exposed brick masonry on the north and west street front facades while the east facade is finished with plaster with openings to the outdoor dining area.

The northern building features a large one story space with vaulted roof on bow string trusses that has served as a restaurant space since the 1970s. Remodels include the addition of several long windowed light monitors down the center of the ceiling. The building on the south is two stories with commercial storefronts on the ground floor along Pier Avenue with a corner storefront at Neilson Way and offices on the upper floor. The offices are entered from a wood stair in the alleyway on the east side of the property and there is an additional wood exit stair in the planting area on the west along Neilson Way.

For site landscape the north façade has small planting areas on either side of the main entry and there is a long strip for planting along Neilson Way with Ficus type bushes that extends the full length of the site to the corner entry at Pier Avenue. A single tall palm tree is also located along Neilson Way toward the south. There is no landscape along Pier Avenue. The alleyway on the east at the south end of the site adjacent to 171-177 Pier Avenue is a small, landscaped court with a large tree that is close to the building and extensive vines that grow up the side of the building and over the rooftop parapet at the second floor. The overall property is in fair condition throughout.

Character Defining Features – Condition Assessment and Treatment The primary character-defining features for the site with buildings consisting of Art Deco and Spanish Colonial Revival elements are outlined in the Statement of Official Action (STOA) by the City of Santa Monica Landmarks Commission:
“SECTION IV. The following building elements and features shall constitute the historic character-defining features of the building:

Kinney Street elevation:

1. Symmetrical arrangement divided into three bays

2. Brick Art Deco pilasters with finials atop pilasters flanking the central bay

3. Recessed entry

4. Exposed brick

5. Large paired fixed wood windows located in each outer bay

5.D.e
Packet Pg. 292 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 4 February 1, 2022
Pier Avenue elevation:

1. Flat roof with stepped parapet and finials

2. Chamfered recessed corner entry
Neilsen Way elevation:

1. uniformly sized and spaced window openings with concrete lintels “ The following report includes a condition assessment of all key exterior elements including the listed character defining features with strategies for repair, refurbishment and ongoing maintenance of these structures and site.

Projects at this property are also eligible for application of the California Historic Building Code.

5.D.e
Packet Pg. 293 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 5 February 1, 2022

SUMMARY OF REPAIR / MAINTENANCE WORK
174 Kinney Street
Sitework, Streetscape
Treatment:

Paving should be cleaned regularly. Water use around wood entry is to be avoided. Concrete slabs along west should be evaluated for repairs Landscape
Treatment:

Streetscape landscape should be trimmed regularly with attention to overgrowth.

The plantings along Neilson Way may need cleaning out underneath frequently.

Should the landscape change, appropriate irrigation should be considered.

Foundations / Structural
Treatment:

Structural engineer to review. Additional seismic strengthening may not be required but areas of missing grout should be filled to avoid water intrusion.

These areas may also indicate possible further structural review.

Entry Way
.

Treatment:

The woodwork should be re-finished and as an active area of the building should be regularly maintained with cycles of prep and paint. The flooring should also receive a fresh finish to help protect from weather and frequent public use. .

Front Windows
Treatment:

The wood and steel elements should be prepped for a regular cycle of painting. .

5.D.e
Packet Pg. 294 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 6 February 1, 2022
Metal Windows
Treatment:

The metal windows should be prepped for a regular cycle of painting. Operability should be reviewed and missing hardware replaced. .

Metal Security Grills
Treatment:

The metal window grills should be well prepped and painted and then maintained with a regular cycle of prep and paint. Attachments to masonry surround should be reviewed.

Masonry Facades
Treatment:

Masonry should be reviewed for missing grout. All missing and loose pointing mortar should be replaced. Areas of brick separation should be investigated for additional repairs.

Clay Tile Parapet
Treatment:

The tiles should be reviewed for attachment to the building. Missing tiles should be replaced with matching barrel roof tile.

Drainage
Treatment:

Drains should be tested for adequate flow. Appropriate guards should be reviewed for drains to prevent debris from clogging drain lines.

Roofing and Rooftop Monitors
Treatment:

The roof should be reviewed for age and warranty. A cycle of roof replacement should be developed to maintain a watertight enclosure. Side walls with windows at light monitors should be revied and refurbished as needed

5.D.e
Packet Pg. 295 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 7 February 1, 2022
Hardware
Treatment:

Door hardware can be refurbished. Window hardware should be reviewed and refurbished. While not fully original, the door hardware should be reviewed and better aligned and finished where appropriate. New hardware should be compatible with the historic design.

Exterior Lights
Treatment:

The few lights should be reviewed for possible conversion to LED. New exterior lighting can be added for security or lighting in the landscape that illuminates the building but should be carefully considered and installed to be unobtrusive and compatible. Locations on the front façade should be carefully evaluated for new compatible lighting.

Electrical
Treatment:

An electrical engineer should review the system for capacity and safety.

Plumbing
Treatment:

Plumbing should be reviewed. Plumbing issues should be monitored and expeditiously repaired to avoid damages to the building.

Mechanical/Heating
Treatment:

Mechanical system requires ongoing maintenance. An overall review of the mechanical systems may be helpful as well as a review for gas shut off for safety

5.D.e
Packet Pg. 296 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 8 February 1, 2022
171 – 175 Pier Avenue
Sitework, Streetscape and Signage
Treatment:

Concrete areas can be patched or replaced. Pavers are not original at storefronts and can also be replaced as needed. The east court concrete is in satisfactory condition but requires cleaning. The brick planter needs repair at separation.

Landscape
Treatment:

The vine that grows across the Pier Ave façade may damage decorative elements and should be cut back. The tree adjacent to the east elevation should be reviewed and trimmed to minimize impact to roof including drainage. The large palm tree on the west should be trimmed of dead leaves and the Ficus bushes maintained. Irrigation may be needed.

Foundations / Structural
Treatment:

Structural engineer to review. Additional seismic strengthening may be recommended.

Corner Entry and Storefronts

Treatment:

Woodwork should be prepped and painted including minor patching. .

Side Entries and Wood Stairs
Treatment:

The wood stairs and rails should be prepped and painted. Any repairs should include better attachment at grade. Safety strips should be added, especially at top and bottom treads

5.D.e
Packet Pg. 297 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 9 February 1, 2022
Aluminum Upper Windows
Treatment:

Operable windows should be reviewed for operation and replacement of missing hardware. Replacement of windows with more compatible can be considered as needed
Plaster Finish
Treatment:

The plaster should be cleaned and painted on regular cycle. Missing and cracked areas should be patched.

Decorative Cast Features
Treatment:

The cast elements should be reviewed, cleaned and treated potentially with a protective consolidant without impacting finishes. Vines should be removed.

Attachment of corner arched feature should be reviewed.

Clay Tile Parapet Caps
Treatment:

The tile should be checked for anchorage and missing barrel tiles replaced.

Roofing
Treatment:

The roof should be inspected on a regular cycle and repaired where necessary.

Edge details should also be secured. New roofing may be necessary during next 10 years.

Drainage
Treatment:

Drainage should be reviewed and any missing pieces replaced. Drain lines should be checked and cleared of any debris.

5.D.e
Packet Pg. 298 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street /171-177 Pier Avenue, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 10 February 1, 2022
Hardware
Treatment:

Door hardware can be refurbished. Window hardware should be reviewed and refurbished. While not fully original, the door hardware should be reviewed and better aligned and finished where appropriate.

Exterior Lights
Treatment:

The few lights should be reviewed for possible conversion to LED. New exterior lighting can be added for security as well as lighting in the landscape that illuminates the building. The storefronts would be well served by additional lighting.

Electrical
Treatment:

Electrical service should be reviewed. Better and safer access should be provided to the location of meters and electrical boxes.

Plumbing
Treatment:

Plumbing should be reviewed. Plumbing issues should be monitored and expeditiously repaired to avoid damages to the building.

Mechanical/Heating
Treatment:

Mechanical system requires ongoing maintenance. An overall review of the unit mechanical systems may be helpful as well as a review for gas shut off for safety

5.D.e
Packet Pg. 299 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 174 Kinney Street / 171
-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
174 Kinney Street – north entry elevation

5.D.e
Packet Pg. 300 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171
-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
174 Kinney Street along west façade on Nielson Way

5.D.e
Packet Pg. 301 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171
-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
174 Kinney Street view of side façade on east

5.D.e
Packet Pg. 302 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
174 Kinney Street

FEATURE LOCATION/DESCRIPTION CONDITION TREATMENT PHOTOGRAPHS Sitework There is minimal site work
along the public way with
planters flanking the
recessed entryway. The
front is paved concrete
except at the recessed
entry with wood flooring.

Along the west side of the
building is a long planting
strip along the public
sidewalk the length of the
property There are small
areas of concrete paving
into the landscape at the
two side exit areas and at
utility meters.
.

The concrete is
in fair condition
along the north.

The wood floor
at the entry is
in fair condition
with worn
finishes. The
concrete
paving at the
side entries
and utilities has
been damaged.

Paving should
be cleaned
regularly.

Water use
around wood
entry is to be
avoided.

Concrete
slabs along
west should
be evaluated
for repairs

5.D.e
Packet Pg. 303 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Landscape The primary landscape
features are the planters
under the front windows
flanking the main entry
way. There is also a series
of Ficus trees trimmed to
bush shapes the length of
the building on the west.

The landscape
is in fair
condition. The
landscape area
is not clearly
defined along
the west.

There is no
apparent
irrigation..

Streetscape
landscape
should be
trimmed
regularly with
attention to
overgrowth.

The plantings
along Neilson
Way may
need cleaning
out
underneath
frequently.

Should the
landscape
change,
appropriate
irrigation
should be
considered.

5.D.e
Packet Pg. 304 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Foundations/
Structural
The footings are not
evident but there are
seismic upgrades visible
with exposed bolts and
vertical metal structs
around the exterior
facades. The front façade
also has steel braces
behind the projection above
the roof.

The seismic
treatment was
sufficient under
previous code
upgrades but
can be studied
to determine if
additional work
would be
recommended.

There areas of
missing grout
and slight
separation of
bricks along
the west that
may indicate
structural
stress.

Structural
engineer to
review.

Additional
seismic
strengthening
may not be
required but
areas of
missing grout
should be
filled to avoid
water
intrusion.

These areas
may also
indicate
possible
further
structural
review.

5.D.e
Packet Pg. 305 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171
-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan

5.D.e
Packet Pg. 306 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Entry Door
and
Entryway
Assembly
The recessed entryway
with surrounding wood
framed storefront.is
centrally located on the
north façade.
.

The entryway
is in fair
condition with
surface
damaged wood
boards and
faded finishes
especially on
the wood
flooring.

The woodwork
should be refinished and
as an active
area of the
building
should be
regularly
maintained
with cycles of
prep and
paint. The
flooring should
also receive a
fresh finish to
help protect
from weather
and frequent
public use.

5.D.e
Packet Pg. 307 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Front
Windows
On either side of the central
front entry are large opens
with fixed glass windows
within wood and steel
frames. A flat steel plate
creates the header across
the openings Both
windows have a center
wood mullion, dividing the
opening into two equal
fixed glass panels.

The wood
frames are in
fair condition
with wood grain
showing
through finish
paint. The steel
header
appears
straight.

The wood and
steel elements
should be
prepped for a
regular cycle
of painting.

5.D.e
Packet Pg. 308 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171
-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan

5.D.e
Packet Pg. 309 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Metal
Windows
and Doors
The four openings along
the long west elevation
consist of metal windows
with a central post in each
opening to provide a pair of
windows in each opening.

The openings have brick
jambs, concrete header
beams and concrete sills.

The metal
windows are
generally intact
and in fair
condition.

The metal
windows
should be
prepped for a
regular cycle
of painting.

Operability
should be
reviewed and
missing
hardware
replaced.

5.D.e
Packet Pg. 310 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171
-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan

5.D.e
Packet Pg. 311 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Metal
Security
Grills
The openings along the
west façade have gridded
metal grills protecting the
metal windows. The grills
consist of metal rods in an
approximately square grid
with the outer frame bolted
into the masonry jambs,
concrete header and sill
The grills are in
fair condition
with areas of
rust showing
through the
paint finish
The metal
window grills
should be well
prepped and
painted and
then
maintained
with a regular
cycle of prep
and paint.

Attachments
to masonry
surround
should be
reviewed.

5.D.e
Packet Pg. 312 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Masonry
facades
The exposed masonry
facades run the length of
the front (north façade) and
along Neilson Way on the
west. The front façade was
added to create a formal
entry to the building and the
brick construction and brick
type is different than the
earlier exterior brick
primarily seen along
Neilson Way
The brick is in
fair condition
on the north
and fair to poor
condition on
the west with
missing grout
and areas of
separation.

The east
façade
currently not
visible from the
public way has
been
strengthened
and has a
plaster finish
over the
masonry.

Masonry
should be
reviewed for
missing grout.

All missing
and loose
pointing
mortar should
be replaced.

Areas of brick
separation
should be
investigated
for additional
repairs.

5.D.e
Packet Pg. 313 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171
-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan

5.D.e
Packet Pg. 314 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Clay Tile
Parapet
A line of clay barrel tile
perpendicular to the
parapet runs the length of
the west façade on top of
the cast stone parapet cap.

The pattern consists of
single under tiles and
double over tiles.

The tiles are
generally intact
and may be
attached
directly to the
parapet cap. A
small number
of tiles are
missing.

The tiles
should be
reviewed for
attachment to
the building.

Missing tiles
should be
replaced with
matching
barrel roof tile.

5.D.e
Packet Pg. 315 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Roofing,
Rooftop
Monitors
The main roof is covered
with sheet roofing and the
light monitors with gable
roofs are covered with
composite shingles.
s
The roof is in
fair condition.

The composite
shingles on the
light monitors
are similarly in
fair condition.

The windows in
the light
monitors are in
fair condition
and likely in
need repairs
and
adjustments to
maintain water
tight enclosure
The roof
should be
reviewed for
age and
warranty. A
cycle of roof
replacement
should be
developed to
maintain a
watertight
enclosure.

Side walls with
windows at
light monitors
should be
reviewed and
refurbished as
needed

5.D.e
Packet Pg. 316 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Drainage Drainage appears to be
through a series of roof
drains along the east and
west facades and through
concealed piping
Drains may be
in adequate
condition but
should be
tested.

Drains should
be tested for
adequate flow.

Appropriate
drain guards
should be
reviewed to
prevent debris
from clogging
drain lines..

5.D.e
Packet Pg. 317 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Hardware No original door hardware
remains. The current front
door hardware is
compatible. A side exit
door on Neilson Way does
not have exterior hardware.

The hardware
is in moderate
condition.

Door
hardware can
be
refurbished.

Window
hardware
should be
reviewed and
refurbished.

New hardware
should be
compatible
with the
historic
design.
.

5.D.e
Packet Pg. 318 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Exterior
Lights
There does not appear to
be any original lights
although there is a shaped
metal bracket on either side
of the main entry that may
have served as part of a
decorative fixtures flanking
the entry. There are also
pipes down the central two
pilasters to apparently gas
lamps higher up on the
façade. There are also
sets of modern projecting
lights over the two main
windows on either side of
the entry. At the top of the
two central pilasters are
decorative round fixtures
with blue lenses and
pointed top. The restaurant
use has installed a variety
of added decorative lights
emphasizing the pilaster
but those are no longer
present.

The few
exterior lights
are in fair
condition.

Except for the
set of
projecting lights
over the
flanking
windows, there
is very little
exterior lighting
currently on the
building
The few lights
should be
reviewed for
possible
conversion to
LED. New
exterior
lighting can be
added for
security or
lighting in the
landscape that
illuminates the
building but
should be
carefully
considered
and installed
to be
unobtrusive
and
compatible.

Locations on
the front
façade should
be carefully
evaluated for
new
compatible
lighting.

5.D.e
Packet Pg. 319 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171
-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan

5.D.e
Packet Pg. 320 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Electrical Service access is from the
overhead line on the east
into the building at roof
level. Electrical service
gear is along the east wall.
.

The electrical
service
appears to be
in adequate
condition
although the
overhead lines
and connection
at the building
are exposed.

An electrical
engineer
should review
the system for
capacity and
safety.
.

5.D.e
Packet Pg. 321 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Plumbing The plumbing service is
from the street.

There is no
obvious failure
but possible
ongoing issues
with buried
water lines.

Overall service
appears
adequate. The
plumbing
service
including sewer
has not been
investigated
Plumbing
should be
reviewed.

Plumbing
issues should
be monitored
and
expeditiously
repaired to
avoid
damages to
the building.

5.D.e
Packet Pg. 322 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Mechanical/
Heating
The primary heating system
appears to be gas. Gas
meters are grouped and
located on the west side of
the building.

The
mechanical
system is
currently
operational but
may require
maintenance.

There may be
older
equipment as
well as highly
visible rusted
elements.

Rooftop
mechanical
equipment
requires
ongoing
maintenance.

An overall
review of the
mechanical
system may
be helpful as
well as a
review for gas
shut off for
safety.

Rooftop
equipment
locations
should be
reviewed for
visibility.

5.D.e
Packet Pg. 323 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171
-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Photographs
171 – 177. Pier Avenue south elevation

5.D.e
Packet Pg. 324 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171
-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
171 – 177 Pier Avenue west elevation along Nielson Way

5.D.e
Packet Pg. 325 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171
-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
171 – 177 Pier Avenue corner view at Nielson Way

5.D.e
Packet Pg. 326 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171
-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
171 – 177 Pier Avenue view along east façade at service alley

5.D.e
Packet Pg. 327 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
171-177 Pier Avenue

FEATURE LOCATION/DESCRIPTION CONDITION TREATMENT PHOTOGRAPHS Sitework Sitework varies around the
building. On the west is an
approximately four foot
deep setback from the
sidewalk, continuing the
same planting area along
174 Kinney Street. One
section has concrete
paving where a wood stair
exits from the second floor
and then the space
continues with Ficus
trimmed as bushes The
corner entry at Pier Avenue
is paved concrete and
small setbacks of the
storefronts along Pier
Avenue have large pavers
that match the non-original
storefronts, On the east is
a small court that doubles
as a service access to the
rear of 174 Kinney Street
with concrete paving and a
long brick planter.

The paved
concrete areas
on the west
and at corner
entry are in
poor condition
The tile paving
at the Pier
Avenue
storefronts
matches
pavers on the
storefront
bulkheads
although
installation is
not well
detailed esp. at
sidewalk where
a sloping strip
of concrete is
added. The
alleyway court
on the east is
in satisfactory
condition. The
brick planter
has an area of
separation.

Concrete
areas can be
patched or
replaced.

Pavers are not
original at
storefronts
and can also
be replaced as
needed. The
east court
concrete is in
satisfactory
condition but
requires
cleaning. The
brick planter
needs repair
at separation.
.

5.D.e
Packet Pg. 328 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Landscape The landscape consists of
the Ficus bushes on the
west including a mature
palm tree, and a large tree
and miscellaneous low
plantings in the brick
enclosed planting area on
the east. A vine covers the
east facade and grows over
the top of the parapet along
the south facade to the far
corner at Neilson Way.

The landscape
is in fair
condition.

There may be
no irrigation.

The palm tree
on west needs
trimming. The
large tree on
the east is
adjacent to the
façade and
taller than the
building. The
vine on the
east covers
most of that
façade and has
grown across
the Pier
Avenue
parapet to the
corner
The vine that
grows across
the Pier Ave
façade may
damage
decorative
elements and
should be cut
back. The tree
adjacent to the
east elevation
should be
reviewed and
trimmed to
minimize
impact to roof
including
drainage. The
large palm
tree on the
west should
be trimmed of
dead leaves
and the Ficus
bushes
maintained.

Irrigation may
be needed.

5.D.e
Packet Pg. 329 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Foundations/
Structural
Foundations are not visible
around the building. There
are metal straps on the
west that indicate a
possible earlier seismic
strengthening.

There is no
obvious
structural
weakness but
structure may
not have been
recently
evaluated.
.

Structural
engineer to
review.

Additional
seismic
strengthening
may be
recommended
.

5.D.e
Packet Pg. 330 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Corner Entry
and
Storefronts
on Pier Ave.

The corner entry at Pier
Avenue is recessed and the
two storefronts along Pier
Avenue are setback in
different configurations. A
fan occupies the transom
over the corner entry door.

The corner
entry door and
flanking
windows are in
deteriorating
wood frames.

The nonoriginal
storefronts are
in fair condition
although the
finishes have
faded. The
wood storefront
window frames
and wood
doors show
need for
deferred
maintenance. A
more
compatible
treatment can
be provided at
the location of
the fan at the
transom.

Woodwork
should be
prepped and
painted on
regular cycle
including
minor
patching.

5.D.e
Packet Pg. 331 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171
-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan

5.D.e
Packet Pg. 332 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
E & W Side
Entries with
Wood Doors
and Stairs
Wood stairs on both east
and west facades lead to
second floor offices. Both
stairs with wood rails make
straight runs alongside the
building to small landings at
second floor doors.

The stairs are
in fair
condition. The
stair on the
west meets
grade at a
damaged slab
and the corner
post has an
exposed metal
bracket. The
stair on east is
in slightly better
condition with
less exposure
to the sun.

The wood
stairs and rails
should be
prepped and
painted. Any
repairs should
include better
attachment at
grade. Safety
strips should
be added,
especially at
top and
bottom treads

5.D.e
Packet Pg. 333 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Aluminum
upper
windows
Aluminum sliding windows
are installed at the second
floor
Aluminum
windows are in
fair condition
An air
conditioning
unit protrudes
from the corner
window over
the corner
entry The
windows are
not original.

Operable
windows
should be
reviewed for
operation and
replacement
of missing
hardware.

Replacement of
windows with
more
compatible can
be considered
as needed

5.D.e
Packet Pg. 334 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Plaster
Finish
The primary exterior
material is plaster in a
relatively modern “knockdown” finish and all facades
The plaster is
in adequate
condition with
areas of minor
cracking. There
is a small
damage at the
base near the
corner entry.

The texture of
plaster finish
likely dirt filled.

The plaster
should be
cleaned and
painted on
regular cycle.

Missing and
cracked areas
should be
patched.

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Packet Pg. 335 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Decorative
Cast
Features
Four pointed cast
decorative caps are
mounted on the decorative
parapet cap at the
southwest corner of the
building. The angled
corner at Pier Avenue is
also highlighted by a cast
decorative element in the
arched transom area of the
second floor corner
window.

The decorative
cast elements
on the roof may
be intact but
exact condition
unknown. The
vines have
partially
overgrown the
parapet.

The cast
elements
should be
reviewed,
cleaned and
treated
potentially with
a protective
consolidant
without
impacting
finishes.

Vines should
be removed.

Attachment of
corner arched
feature should
be reviewed.

5.D.e
Packet Pg. 336 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Clay Tile
Parapet
Caps
The portion of parapet on
the west and south away
from the corner treatment
with cast decorative
elements has a band of
barrel clay tiles
perpendicular to the street
on top.

The band of tile
is a pattern of
one under and
one over
although tiles
are missing at
the ends of the
parapet.

The tile should
be checked for
anchorage
and missing
barrel tiles
replaced.

5.D.e
Packet Pg. 337 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Roofing The roof consists of
primarily flat surfaces with
composite sheet roofing.

Drainage appears
concealed although older
elements of downspouts
remain on the building.

The roof should
be inspected
for ongoing
repairs
especially
around
exhaust, vents
and other
protrusions
through the
surface as well
as the roof
edges at
parapet. Roof
should also be
reviewed for
ponding and
adequate
drainage.

The roof
should be
inspected on a
regular cycle
and repaired
where
necessary.

Edge details
should be
secured. New
roofing may
be necessary
during next 10
years.
.

5.D.e
Packet Pg. 338 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Drainage Drainage may be direct
from roof through
concealed piping. There
are abandoned downspouts
at the northern end of this
building. Sthere appears to
be a drain from 171-177
Pier Ave rooof onto the roof
of 174 Kinney Street A
disconnected downspout
may have been part of that
system.

Condition of
drains is
unknown.

Drainage
should be
reviewed and
any missing
pieces
replaced.

Drain lines
should be
checked and
cleared of any
debris.

5.D.e
Packet Pg. 339 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Hardware There is minimal hardware
at the upper doors and
ground floor storefronts.

The hardware
is in moderate
condition.

Locksets are a
mix of metal
type.

Door
hardware can
be
refurbished.

Window
hardware
should be
reviewed and
refurbished.

While not fully
original, the
door hardware
should be
reviewed and
treated where
appropriate.

5.D.e
Packet Pg. 340 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Exterior
Lights
There are minimal site and
porch lights There is a
small industrial light over
the two upper doors and an
added security light on the
west
The few
exterior lights
are fair
condition but
not energy
efficient
The few lights
should be
reviewed for
possible
conversion to
LED. New
exterior
lighting can be
added for
security as well
as lighting in
the landscape
that
illuminates the
building. The
storefronts
would be well
served by
additional
lighting.

5.D.e
Packet Pg. 341 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Electrical Service access is from
overhead line from the
east. Electrical circuit
boxes are along the east
wall off the court,
The electrical
service
appears to be
in adequate
condition
although
overhead lines
and connection
at the building
are exposed.

The boxes are in
an area
overgrown with
landscape.

Electrical
service should
be reviewed.

Better and
safer access
can be
provided to
the location of
meters and
electrical
boxes.

5.D.e
Packet Pg. 342 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Plumbing The plumbing service is
from the street.

There is no
obvious failure
and overall
service
appears
adequate
The plumbing
service
including sewer
has not been
investigated.

Plumbing
should be
reviewed.

Plumbing
issues should
be monitored
and
expeditiously
repaired to
avoid
damages to
the building.

5.D.e
Packet Pg. 343 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic 174 Kinney Street / 171-177 Pier Avenue, Santa Monica Condition Assessment and Treatment Mills Act Application 2022 Kaplan Chen Kaplan
Mechanical/
Heating
The primary heating system
appears to be gas. Gas
meters are grouped and
located on the west side of
the property
.

The
mechanical
system
currently
operational but
possibly older
equipment

Mechanical
system
requires
ongoing
maintenance.

An overall
review of the
mechanical
systems may
be helpful as
well as a
review for gas
shut off for
safety

5.D.e
Packet Pg. 344 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic

MILLS ACT MAINTENANCE PLAN
174 Kinney Street, 171-175 Pier Avenue,Santa Monica
MAINTENANCE SCOPE: 174 Kinney Street
Item # Year Feature Location Recommended Treatment Total Maintenance per Secr of Ints Stds. (Est. Budgets)
174 Kinney Street Yrs 1-10
SITE
1 annual Sitework Frontwalk Clean and repair paving as needed $ 3,500.00 Side patio on east Maintain flooring at inset entry
2 monthly Landscape Planting area flanking entry Maintain landscape 300/mo. $ 36,000.00 Planting along west Check irrigation as needed
Review planting design flanking entry

EXTERIOR
3 as needed Foundations/Structural Footings Review previous seismic work $ 5,000.00 Previous seismic project Check anchors. Refurbish at rusted bolts 4 3 yr cycle Entry Door assembly Front entry (north) Maintain wood windows, siding & door $ 6,000.00 Prep and paint
5 3 year cycle Front Windows Fixed glass in wood frames Maintain wood surrounds. Prep and paint $ 3,000.00 on regular cycle
6 5 yr cycle Metal windows West façade and east Maintain all, Prep and paint in cycle $ 60,000.00 Adjust for water tight fit as needed
7 5 yr cycle Metal security grills along west façade Prep and paint with windows $ 15,000.00 Repair as needed
8 year 1 Masonry façades Primarily north and west Review for missing pointing mortar $ 100,000.00 5 yr cycle elevations Review missing grout at separation on west, repair and repoint
9 Year 1 Clay Tile Parapet West façade parapet Review for loose clay tiles, repair as $ 8,500.00 5 yr cycle needed
10 as needed Drainage Rooftop internal drainage Test and clear as needed $ 4,000.00 & with roof Drainage to adjacent roof Check for disconnected downspouts 11 inspection Roofing Roof throughout Review for repairs or possible roof $ 100,000.00 year 1 Rooftop monitors with Monitors along center replacement. Check for drainage & as needed windows Review roof monitors for water tight detail 12 as needed Hardware Front entry Maintain hardware, repair as needed $ 2,000.00 (side door no hardware)
13 as needed Exterior lights Front entry Provide sufficient lighting for safety and $ 4,000.00 security. Provide compatible lighting at
front entry

SYSTEMS
14 as needed Electrical Overhead at east Confirm service, repair as needed $ 10,000.00 15 as needed Plumbing Main service & connections Maintain plumbing, fix all damaged $ 40,000.00 elements immediately
16 as needed Mechanical/Heating Building May require update/replacement $ 6,000.00 Review rooftop equipment visible
along Nielson Way, possble screening
SUBTOTAL 174 Kinney Avenue $ 403,000.00
2022 Page 1 of 2 174 Kinney Street, 171-175 Pier Avenue,Santa Monica

5.D.e
Packet Pg. 345 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

MILLS ACT MAINTENANCE PLAN
174 Kinney Street, 171-175 Pier Avenue,Santa Monica
MAINTENANCE SCOPE: 171 - 175 Pier Avenue
Item # Year Feature Location Recommended Treatment Total Rehabilitation per Secr of Ints Stds. (Est. Budgets)
171 - 175 Pier Avenue Yrs 1-10
SITE
17 bi-annual Sitework Entry areas at storefronts Maintain streetfronts $ 9,000.00 Side court on west
18 monthly Landscape Planting on west, court on Maintain landscape around 100/mo. $ 12,000.00 east with planter & large tree. Trim vines away from deco features Vines on upper parapet Review tree touching building and parapet

EXTERIOR
19 as needed Foundations/Structural Footings Observe for structural issues. Upgrade $ 5,000.00 Minimal seismic as needed
20 3 yr cycle Corner entry and Storefronts Streetfronts at corner and Maintain windows, doors and finishes $ 10,000.00 on Pier Ave south elevation If new storefronts then to be compatible 21 5 yr cycle E & W side entries with West and east elevations Review steps and rail for safety $ 8,000.00 wood doors & wood stairs Refurbish as needed
22 5 yr cycle Aluminum upper windows Upper floor Clean and maintain $ 6,000.00 If any replacements, all should be replaced
with compatible
23 5 yr cycle Plaster finish All facades (incl upper Maintain and paint as needed. Plaster $ 80,000.00 north façade) texture and deco paint treatment not orig.

Refurbish, prep and paint all
24 year 1 Decorative cast features Decorative cast caps on Check anchorage. Maintain coating $ 15,000.00 5 yr cycle parapet, decoration at Review at roof, Patch as needed upper corner window
25 year 1 Clay tile parapet cap West parapet cap Check attachments, Replace broken tiles $ 4,500.00 5 yr cycle
26 year 1 Roofing Flat roof, sheet roofing Inspect and repair/replace roof as $ 50,000.00 & as needed needed
27 year 1 Drainage Rooftop and downspouts Review, test drainage, replace missing $ 4,000.00 & as needed
28 5 yr cycle Hardware Doors and Windows Maintain door and window hardware $ 3,000.00 29 3 yr cycle Exterior Lights Upper stair landings Review exterior lighting for security & $ 4,000.00 Minimal exterior lighting safety. Supplement as needed
Fixtures to be compatible

SYSTEMS
30 as needed Electrical Overhead at east Observe and repair any electrical issues $ 12,000.00 Controls, meters on east
31 as needed Plumbing Restrooms Maintain plumbing, fix all damaged $ 15,000.00 elements immediately
32 as needed Mechanical/Heating incl rooftop equipment May require repair/update $ 10,000.00 Corner window AC unit Remove exposed window unit at corner 2nd floor window
SUBTOTAL 171-175 Pier Avenue $ 240,500.00
TOTAL MILLS ACT PLAN 10 Years $ 643,500.00
2022 Page 2 of 2 174 Kinney Street, 171-175 Pier Avenue,Santa Monica

5.D.e
Packet Pg. 346 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements FINANCIAL ANALYSIS FOR MILLS ACT CONTRACT AT (ADDRESS):__________________________________ REVENUES Current1) Monthly Rental Income 3% 2) Annual Rental IncomeANNUAL EXPENSESGen. Expenses: 25% SFD, Others 30% Vacancy loss 3% $08) Total Expenses $0 (Sum Lines 8-9) NET OPERTING INCOME $0 (Line 2 Minus 8)CAPITALIZATION RATE9) Interest Component 5.5%10) Historic Property Risk 4% (2%, or 4% for SFD)11) Property Tax Component 1%12) Amortization Component 0.5%13) Capitalization Rate 11% (Sum Line 9 - 12)TAXES14) Mills Act Assessment $0 (NOI/ Line 13)15) Tax Under Mills Act $0 (Line 14 X .01035146)16) Current Tax17) Tax Savings (Line 16 - Line 15) $018) Annual Costs to City (Line 17 X 16%) $0 138,790.17
31,725
380,700

5.D.e
Packet Pg. 347
Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic

5.D.e
Packet Pg. 348 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

5.D.e
Packet Pg. 349 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

5.D.e
Packet Pg. 350 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

5.D.e
Packet Pg. 351 Attachment: 174 Kinney Street application materials (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

CITY OF SANTA MONICA

OAKS INITIATIVE NOTICE

NOTICE TO APPLICANTS, BIDDERS, PROPOSERS

AND OTHERS SEEKING DISCRETIONARY PERMITS, CONTRACTS,

OR OTHER BENEFITS FROM THE CITY OF SANTA MONICA
Santa Monica’s voters adopted a City Charter amendment commonly known as the Oaks Initiative. The Oaks Initiative requires the City to provide this notice and information about the Initiative’s requirements. You may obtain a full copy of the Initiative’s text from the City Clerk.

This information is required by City Charter Article XXII—Taxpayer Protection. It prohibits a public official from receiving, and a person or entity from conferring, specified personal benefits or campaign advantages from a person or entity after the official votes, or otherwise takes official action, to award a “public benefit” to that person or entity. The prohibition applies within and outside of the geographical boundaries of Santa Monica.

All persons or entities applying or receiving public benefits from the City of Santa Monica shall provide the names of trustees, directors, partners, and officers, and names of persons with more than a 10% equity, participation or revenue interest. An exception exists for persons serving in those capacities as volunteers, without compensation, for organizations exempt from income taxes under Section 501(c)(3), (4), or (6), of the Internal Revenue Code. However, this exception does not apply if the organization is a political committee or controls political committees. Examples of a “public benefit” include public contracts to provide goods or services worth more than $25,000 or a land use approval worth more than $25,000 over a 12-month period.

In order to facilitate compliance with the requirements of the Oaks Initiative, the City compiles and maintains certain information. That information includes the name of any person or persons who is seeking a “public benefit.” If the “public benefit” is sought by an entity, rather than an individual person, the information includes the name of every person who is: (a) trustee, (b) director, (c) partner, (d) officer, or has (e) more than a ten percent interest in the entity. Therefore, if you are seeking a “public benefit” covered by the Oaks Initiative, you must supply that information on the Oaks Initiative Disclosure Form. This information must be updated and supplied every 12 months.

5.D.f
Packet Pg. 352 Attachment: OAKS INITIATIVE FORM 2602 3rd Street (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

CITY OF SANTA MONICA

Public benefits include:

1. Personal services contracts in excess of $25,000 over any 12-month period;

2. Sale of material, equipment or supplies to the City in excess of $25,000 over a 12- month period;

3. Purchase, sale or lease of real property to or from the City in excess of $25,000 over a 12- month period;

4. Non-competitive franchise awards with gross revenue of $50,000 or more in any 12-month period;

5. Land use variance, special use permit, or other exception to an established land use plan, where the decision has a value in excess of $25,000;

6. Tax “abatement, exception, or benefit” of a value in excess of $5,000 in any 12- month period; or

7. Payment of “cash or specie” of a net value to the recipient of $10,000 in any 12- month period.

Name(s) of persons or entities receiving public benefit:

Name(s) of trustees, directors, partners, and officers:

Name(s) of persons with more than a 10% equity, participation, or revenue interest:

Bid/PO/Contract # ____________________________ Permit # ___________________________

5.D.f
Packet Pg. 353 Attachment: OAKS INITIATIVE FORM 2602 3rd Street (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

5.D.g
Packet Pg. 354 Attachment: OAKS INIATIVE FORM 227 Beach Street (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

5.D.g
Packet Pg. 355 Attachment: OAKS INIATIVE FORM 227 Beach Street (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

CITY OF SANTA MONICA

OAKS INITIATIVE NOTICE

NOTICE TO APPLICANTS, BIDDERS, PROPOSERS

AND OTHERS SEEKING DISCRETIONARY PERMITS, CONTRACTS,

DocuSign Envelope ID: 6FBC1A94-6F4F-4DDB-AF5F-69DC2EDD028C

5.D.h
Packet Pg. 356 Attachment: OAKS INITIATIVE FORM 227 Broadway (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

CITY OF SANTA MONICA

Public benefits include:

1. Personal services contracts in excess of $25,000 over any 12-month period;

2. Sale of material, equipment or supplies to the City in excess of $25,000 over a 12- month period;

3. Purchase, sale or lease of real property to or from the City in excess of $25,000 over a 12- month period;

4. Non-competitive franchise awards with gross revenue of $50,000 or more in any 12-month period;

5. Land use variance, special use permit, or other exception to an established land use plan, where the decision has a value in excess of $25,000;

6. Tax “abatement, exception, or benefit” of a value in excess of $5,000 in any 12- month period; or

7. Payment of “cash or specie” of a net value to the recipient of $10,000 in any 12- month period.

Name(s) of persons or entities receiving public benefit:

Name(s) of trustees, directors, partners, and officers:

Name(s) of persons with more than a 10% equity, participation, or revenue interest:

Bid/PO/Contract # ____________________________ Permit # ___________________________ DocuSign Envelope ID: 6FBC1A94-6F4F-4DDB-AF5F-69DC2EDD028C Mark A. Schurgin, President
Rosalind J. Schurgin, Vice President
Michelle Schurgin, Vice President
Jonathan Schurgin, Vice President
Stuart Mercer, CFO
Jill Rosenberg, Secretary
8/19/2022
Jonathan Schurgin
Stanley Gribble and Mark Schurgin
Vice President per LLC Agreement
310.665.9665 (Eli)
310.665.9658 (Jonathan)
Eli Mahl - [email protected]
Jonathan Schurgin - [email protected]
Known as the Keller Block
Building aka 3RD + BROADWAY.
227 Broadway
Santa Monica, CA 90401
Keller Block, LLC - a Delaware Limited Liability Company Keller Block II, LLC - a Delaware Limited Liability Company

5.D.h
Packet Pg. 357 Attachment: OAKS INITIATIVE FORM 227 Broadway (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

CITY OF SANTA MONICA

OAKS INITIATIVE NOTICE

NOTICE TO APPLICANTS, BIDDERS, PROPOSERS

AND OTHERS SEEKING DISCRETIONARY PERMITS, CONTRACTS,

5.D.i
Packet Pg. 358 Attachment: OAKS INITIATIVE FORM 174 Kinney 171-177 Pier (5255 : Adoption of Resolutions Approving Historic Property Preservation

CITY OF SANTA MONICA

Public benefits include:

1. Personal services contracts in excess of $25,000 over any 12-month period;

2. Sale of material, equipment or supplies to the City in excess of $25,000 over a 12- month period;

3. Purchase, sale or lease of real property to or from the City in excess of $25,000 over a 12- month period;

4. Non-competitive franchise awards with gross revenue of $50,000 or more in any 12-month period;

5. Land use variance, special use permit, or other exception to an established land use plan, where the decision has a value in excess of $25,000;

6. Tax “abatement, exception, or benefit” of a value in excess of $5,000 in any 12- month period; or

7. Payment of “cash or specie” of a net value to the recipient of $10,000 in any 12- month period.

Name(s) of persons or entities receiving public benefit:

Name(s) of trustees, directors, partners, and officers:

Name(s) of persons with more than a 10% equity, participation, or revenue interest:

Bid/PO/Contract # ____________________________ Permit # ___________________________

5.D.i
Packet Pg. 359 Attachment: OAKS INITIATIVE FORM 174 Kinney 171-177 Pier (5255 : Adoption of Resolutions Approving Historic Property Preservation

CITY OF SANTA MONICA

OAKS INITIATIVE NOTICE

NOTICE TO APPLICANTS, BIDDERS, PROPOSERS

AND OTHERS SEEKING DISCRETIONARY PERMITS, CONTRACTS,

5.D.j
Packet Pg. 360 Attachment: OAKS INITIATIVE FORM 818 Grant Street (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements

CITY OF SANTA MONICA

Public benefits include:

1. Personal services contracts in excess of $25,000 over any 12-month period;

2. Sale of material, equipment or supplies to the City in excess of $25,000 over a 12- month period;

3. Purchase, sale or lease of real property to or from the City in excess of $25,000 over a 12- month period;

4. Non-competitive franchise awards with gross revenue of $50,000 or more in any 12-month period;

5. Land use variance, special use permit, or other exception to an established land use plan, where the decision has a value in excess of $25,000;

6. Tax “abatement, exception, or benefit” of a value in excess of $5,000 in any 12- month period; or

7. Payment of “cash or specie” of a net value to the recipient of $10,000 in any 12- month period.

Name(s) of persons or entities receiving public benefit:

Name(s) of trustees, directors, partners, and officers:

Name(s) of persons with more than a 10% equity, participation, or revenue interest:

Bid/PO/Contract # ____________________________ Permit # ___________________________

5.D.j
Packet Pg. 361 Attachment: OAKS INITIATIVE FORM 818 Grant Street (5255 : Adoption of Resolutions Approving Historic Property Preservation Agreements 1 City Council Meeting: October 25, 2022 Santa Monica, California RESOLUTION NUMBER ___ (CCS)
(City Council Series)

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA MONICA

AUTHORIZING THE CITY MANAGER TO EXECUTE A HISTORICAL PROPERTY CONTRACT WITH THE OWNER OF THE PROPERTY LOCATED AT 227 BEACH

STREET, SANTA MONICA IN ACCORDANCE WITH GOVERNMENT CODE SECTION 50280 AND SANTA MONICA MUNICIPAL CODE SECTION 9.56.270(F) WHEREAS, California Government Code Sections 50280 et seq. authorize a city to enter into a historical property contract with the owner of any qualified historical property to restrict the use of such property so that it retains its historically significant characteristics in return for which the property owner obtains property tax relief; and WHEREAS, Santa Monica Municipal Code Section 9.56.270(F) provides that designated Structures of Merit, Landmarks, and contributing structures located in Historic Districts that are privately owned and not exempt from taxation shall be considered qualified historical properties eligible to enter into historical property contracts with the City; and
WHEREAS, Section 9.56.270(F) further provides that the City Council shall, by resolution, approve a historical property contract with the owner of a qualified historical property, provided that the property meets all requirements set forth in Section

9.56.270(F); and

5.D.k
Packet Pg. 362 Attachment: CDD - Reso - Mills Act (227 Beach) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 2 WHEREAS, the property located at 227 Beach Street is a contributing structure located in the Third Street Neighborhood Historic District and the owner of the property has filed an application to enter into a historical property contract with the City; and WHEREAS, the City Council has determined that it is appropriate for the City to enter into a historical property contract with the owner of the property located at 227 Beach Street.

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA MONICA DOES HEREBY RESOLVE AS FOLLOWS:

SECTION 1. The City Council hereby finds that, in accordance with Santa Monica Municipal Code Section 9.56.270(F):

A. The property located at 227 Beach Street has no confirmed and outstanding violations of the Santa Monica Municipal Code, or any other applicable Federal, State or local law, rule or regulation.

B. The property located at 227 Beach Street is not subject to a tax delinquency.

C. All completed or ongoing alterations, construction or rehabilitation to designated buildings or structures located on the property located at 227 Beach Street conform to the Secretary of Interior’s Standards for the treatment of Historic Properties.

SECTION 2. Pursuant to Santa Monica Municipal Code Section 9.56.270(F), the City Council authorizes the City Manager to enter into a historical property contract with

5.D.k
Packet Pg. 363 Attachment: CDD - Reso - Mills Act (227 Beach) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 3 the owner of the property located at 227 Beach Street, Santa Monica, California in accordance with Government Code Sections 50280 et seq.

SECTION 3. The City Clerk shall certify to the adoption of this Resolution, and thenceforth and thereafter the same shall be in full force and effect.

APPROVED AS TO FORM:
______________________________

DOUGLAS SLOAN
City Attorney

5.D.k
Packet Pg. 364 Attachment: CDD - Reso - Mills Act (227 Beach) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 1 City Council Meeting: October 25, 2022 Santa Monica, California RESOLUTION NUMBER ___ (CCS)
(City Council Series)

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA MONICA

AUTHORIZING THE CITY MANAGER TO EXECUTE A HISTORICAL PROPERTY CONTRACT WITH THE OWNER OF THE PROPERTY LOCATED AT 2602 THIRD

9.56.270(F); and

5.D.l
Packet Pg. 365 Attachment: CDD - Reso - Mills Act (2602 3rd) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 2 WHEREAS, the property located at 2602 Third Street is a contributing structure located in the Third Street Neighborhood Historic District and the owner of the property has filed an application to enter into a historical property contract with the City; and WHEREAS, the City Council has determined that it is appropriate for the City to enter into a historical property contract with the owner of the property located at 2602 Third Street.

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA MONICA DOES HEREBY RESOLVE AS FOLLOWS:

SECTION 1. The City Council hereby finds that, in accordance with Santa Monica Municipal Code Section 9.56.270(F):

A. The property located at 2602 Third Street has no confirmed and outstanding violations of the Santa Monica Municipal Code, or any other applicable Federal, State or local law, rule or regulation.

B. The property located at 2602 Third Street is not subject to a tax delinquency.

C. All completed or ongoing alterations, construction or rehabilitation to designated buildings or structures located on the property located at 2602 Third Street conform to the Secretary of Interior’s Standards for the treatment of Historic Properties.

SECTION 2. Pursuant to Santa Monica Municipal Code Section 9.56.270(F), the City Council authorizes the City Manager to enter into a historical property contract with

5.D.l
Packet Pg. 366 Attachment: CDD - Reso - Mills Act (2602 3rd) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 3 the owner of the property located at 2602 Third Street, Santa Monica, California in accordance with Government Code Sections 50280 et seq.

SECTION 3. The City Clerk shall certify to the adoption of this Resolution, and thenceforth and thereafter the same shall be in full force and effect.

APPROVED AS TO FORM:
______________________________

DOUGLAS SLOAN
City Attorney

5.D.l
Packet Pg. 367 Attachment: CDD - Reso - Mills Act (2602 3rd) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 1 City Council Meeting: October 25, 2022 Santa Monica, California RESOLUTION NUMBER ___ (CCS)
(City Council Series)

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA MONICA

AUTHORIZING THE CITY MANAGER TO EXECUTE A HISTORICAL PROPERTY CONTRACT WITH THE OWNER OF THE PROPERTY LOCATED AT 227

BROADWAY, SANTA MONICA IN ACCORDANCE WITH GOVERNMENT CODE SECTION 50280 AND SANTA MONICA MUNICIPAL CODE SECTION 9.56.270(F) WHEREAS, California Government Code Sections 50280 et seq. authorize a city to enter into a historical property contract with the owner of any qualified historical property to restrict the use of such property so that it retains its historically significant characteristics in return for which the property owner obtains property tax relief; and WHEREAS, Santa Monica Municipal Code Section 9.56.270(F) provides that designated Structures of Merit, Landmarks, and contributing structures located in Historic Districts that are privately owned and not exempt from taxation shall be considered qualified historical properties eligible to enter into historical property contracts with the City; and
WHEREAS, Section 9.56.270(F) further provides that the City Council shall, by resolution, approve a historical property contract with the owner of a qualified historical property, provided that the property meets all requirements set forth in Section

9.56.270(F); and

5.D.m
Packet Pg. 368 Attachment: CCD - Reso - Mills Act (227 Broadway) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property 2 WHEREAS, the property located at 227 Broadway is a designated Landmark and the owner of the property has filed an application to enter into a historical property contract with the City; and
WHEREAS, the City Council has determined that it is appropriate for the City to enter into a historical property contract with the owner of the property located at 227 Broadway

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA MONICA DOES HEREBY RESOLVE AS FOLLOWS:

SECTION 1. The City Council hereby finds that, in accordance with Santa Monica Municipal Code Section 9.56.270(F):

A. The property located at 227 Broadway has no confirmed and outstanding violations of the Santa Monica Municipal Code, or any other applicable Federal, State or local law, rule or regulation.

B. The property located at 227 Broadway is not subject to a tax delinquency.

C. All completed or ongoing alterations, construction or rehabilitation to designated buildings or structures located on the property located at 227 Broadway conform to the Secretary of Interior’s Standards for the treatment of Historic Properties.

SECTION 2. Pursuant to Santa Monica Municipal Code Section 9.56.270(F), the City Council authorizes the City Manager to enter into a historical property contract with

5.D.m
Packet Pg. 369 Attachment: CCD - Reso - Mills Act (227 Broadway) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property 3 the owner of the property located at 227 Broadway, Santa Monica, California in accordance with Government Code Sections 50280 et seq.

SECTION 3. The City Clerk shall certify to the adoption of this Resolution, and thenceforth and thereafter the same shall be in full force and effect.

APPROVED AS TO FORM:
______________________________

DOUGLAS SLOAN
City Attorney

5.D.m
Packet Pg. 370 Attachment: CCD - Reso - Mills Act (227 Broadway) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property 1 City Council Meeting: October 25, 2022 Santa Monica, California RESOLUTION NUMBER ___ (CCS)
(City Council Series)

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA MONICA

AUTHORIZING THE CITY MANAGER TO EXECUTE A HISTORICAL PROPERTY CONTRACT WITH THE OWNER OF THE PROPERTY LOCATED AT 174 KINNEY

9.56.270(F); and

5.D.n
Packet Pg. 371 Attachment: CDD - Reso - Mills Act (174 Kinney) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 2 WHEREAS, the property located at 174 Kinney Street is a designated Landmark and the owner of the property has filed an application to enter into a historical property contract with the City; and
WHEREAS, the City Council has determined that it is appropriate for the City to enter into a historical property contract with the owner of the property located at 174 Kinney Street.

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA MONICA DOES HEREBY RESOLVE AS FOLLOWS:

SECTION 1. The City Council hereby finds that, in accordance with Santa Monica Municipal Code Section 9.56.270(F):

A. The property located at 174 Kinney Street has no confirmed and outstanding violations of the Santa Monica Municipal Code, or any other applicable Federal, State or local law, rule or regulation.

B. The property located at 174 Kinney Street is not subject to a tax delinquency.

C. All completed or ongoing alterations, construction or rehabilitation to designated buildings or structures located on the property located at 174 Kinney Street conform to the Secretary of Interior’s Standards for the treatment of Historic Properties.

SECTION 2. Pursuant to Santa Monica Municipal Code Section 9.56.270(F), the City Council authorizes the City Manager to enter into a historical property contract with

5.D.n
Packet Pg. 372 Attachment: CDD - Reso - Mills Act (174 Kinney) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 3 the owner of the property located at 174 Kinney Street, Santa Monica, California in accordance with Government Code Sections 50280 et seq.

SECTION 3. The City Clerk shall certify to the adoption of this Resolution, and thenceforth and thereafter the same shall be in full force and effect.

APPROVED AS TO FORM:
______________________________

DOUGLAS SLOAN
City Attorney

5.D.n
Packet Pg. 373 Attachment: CDD - Reso - Mills Act (174 Kinney) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 1 City Council Meeting: October 25, 2022 Santa Monica, California RESOLUTION NUMBER ___ (CCS)
(City Council Series)

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA MONICA

AUTHORIZING THE CITY MANAGER TO EXECUTE A HISTORICAL PROPERTY CONTRACT WITH THE OWNER OF THE PROPERTY LOCATED AT 818 GRANT

9.56.270(F); and

5.D.o
Packet Pg. 374 Attachment: CDD - Reso - Mills Act (818 Grant) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 2 WHEREAS, the property located at 818 Grant Street is a designated Landmark and the owner of the property has filed an application to enter into a historical property contract with the City; and
WHEREAS, the City Council has determined that it is appropriate for the City to enter into a historical property contract with the owner of the property located at 818 Grant Street.

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA MONICA DOES HEREBY RESOLVE AS FOLLOWS:

SECTION 1. The City Council hereby finds that, in accordance with Santa Monica Municipal Code Section 9.56.270(F):

A. The property located at 818 Grant Street has no confirmed and outstanding violations of the Santa Monica Municipal Code, or any other applicable Federal, State or local law, rule or regulation.

B. The property located at 818 Grant Street is not subject to a tax delinquency.

C. All completed or ongoing alterations, construction or rehabilitation to designated buildings or structures located on the property located at 818 Grant Street conform to the Secretary of Interior’s Standards for the treatment of Historic Properties.

SECTION 2. Pursuant to Santa Monica Municipal Code Section 9.56.270(F), the City Council authorizes the City Manager to enter into a historical property contract with

5.D.o
Packet Pg. 375 Attachment: CDD - Reso - Mills Act (818 Grant) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 3 the owner of the property located at 818 Grant Street, Santa Monica, California in accordance with Government Code Sections 50280 et seq.

SECTION 3. The City Clerk shall certify to the adoption of this Resolution, and thenceforth and thereafter the same shall be in full force and effect.

APPROVED AS TO FORM:
______________________________
Douglas Sloan
City Attorney

5.D.o
Packet Pg. 376 Attachment: CDD - Reso - Mills Act (818 Grant) 102522 [Revision 1] (5255 : Adoption of Resolutions Approving Historic Property Preservation 2022 -- SUMMARY OF ESTIMATE FINANCIAL ANALYSIS FOR MILLS ACT CONTRACTS** Property Address Est. Assessed
Value (MILLS
ACT)
Current Tax
(Prop. 13)
Est. Tax
(MILLS ACT)
Est. Reduction in
Property Tax
City Revenue
(Prop. 13)
City Revenue
(MILLS ACT)
City Revenue
Reduction
Est. Reduction
in Property Tax
as a %
2602 3
rd Street $790,411 $72,316 $10,045 $62,271 $11,571 $1,607 ($9,964) 86% 227 Beach Street $12,409 $66,782 $1,284 $65,498 $10,685 $205 ($10,480) 98% 227 Broadway $2,822,247 $146,294 $29,241 $117,080 $23407 $4,674 ($18,733) 80% 818 Grant Street. $1,533,276 $42,549 $15,872 $15,872 $23,407 $2,539 ($20,867) 89% 174 Kinney Street $3,078,630
$138,790
$31,868 $46,850 $22,206 $5,099 ($17,107) 77%
** estimate $14,124

5.D.p
Packet Pg. 377 Attachment: Mills Act Financial Analysis [Revision 1] (5255 : Adoption of Resolutions Approving Historic City Council
Report
City Council Meeting: October 25, 2022
Agenda Item: 5.E
1 of 3
To: Mayor and City Council
From: Edward F King, Director, Department of Transportation, Transit Maintenance Subject: Approval of Purchase Order with Kovatch Mobile Equipment Corporation (KME) for the Purchase of Fire Apparatus Replacement Parts and Service Recommended Action
Staff recommends that the City Council authorize the Procurement Manager to issue a purchase order with Kovatch Mobile Equipment Corporation (KME) for the purchase of Original Equipment Manufacturer (OEM) repair parts, and for OEM repairs of Fire Department heavy-duty apparatus. This recommended award is made as an exception to the competitive bidding process pursuant to Section 2.24.250(b) and is for a five-year term with a total amount not to exceed $581,734, which includes a $52,885 contingency, with future year funding contingent on Council budget approval.

Summary
Santa Monica’s fleet of Fire Department heavy-duty apparatus consists of 13 vehicles manufactured by Kovatch Mobile Equipment Corporation (KME) that require routine maintenance and repairs to keep these vehicles in a reliable and safe operating condition. These vehicles experience normal wear and tear over their useful life and Santa Monica Department of Transportation (DOT) staff perform repairs and maintenance to keep these vehicles in safe and reliable operating condition.

As the Original Equipment Manufacturer (OEM) of heavy-duty fire apparatus, KME is the sole provider of many of the parts needed to maintain and repair the vehicles. The sole source award to KME for OEM heavy-duty fire vehicle parts would enable DOT staff to perform routine maintenance and repairs on the Fire Department’s apparatus to ensure these vehicles are maintained in a state of good repair.

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The first year’s purchase order for the Fire Department would be in an amount not to exceed $116,347. The cost for this bid over its five-year term would be in an amount not to exceed $581,734, which includes a 10% contingency.

Discussion
KME is the manufacturer of the Fire Department’s fleet of frontline apparatus including pump and ladder trucks, and, therefore, is the only vendor that can provide the proprietary replacement parts, hardware, and service to the City’s 13 KME fire apparatus. These vehicles are complex with hundreds of parts and are custom built to City specifications. Replacement parts are needed to maintain these vehicles in accordance with OEM specifications to ensure safe, efficient, and reliable operation.

Parts that are proprietary to KME include interior and exterior body panels, pump replacement parts, interior cabinetry components, multiplex electrical system components and software, switch panels, engine radiators, fans, suspension parts, electronic modules, and specialty relays.

The DOT uses genuine OEM parts to ensure proper vehicle performance and to ensure that warranty claims can be made when components fail prematurely. The sole source award to KME would allow DOT staff to perform routine maintenance and repairs needed to maintain fire apparatus in good operating condition.

Vendor Selection
Exception to Competitive Bidding
Staff recommends Kovatch Mobile Equipment Corporation to furnish and deliver replacement parts for KME heavy-duty fire apparatus for the Fire Department as an exception to competitive bidding per Muni Code 2.24.250 (b). KME and its parent company REV Fire Group are the sole parts distributor for KME fire apparatus.
b.
when a good or service is copyrighted, patented, or only available from one license holder, including, proprietary goods, original equipment manufacturers and/or exclusive distributors;

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Financial Impacts and Budget Actions
Staff seeks authority to approve available funding from the General Fund to award a purchase order with KME for the purchase of OEM fire apparatus replacement parts.

Future year funding is contingent on Council budget approval.

Purchase Order Request
FY 2022-23 Budget Future Years’ Budget
Request Amount
Department/
CIP Account #
Total Contract
Amount Request Amount
$116,347 $465,387 01190001.529470 $581,734
Prepared By: David Nanjo, Administrative Analyst
Approved Forwarded to Council
Attachments:

A. KME OAKS INITIATIVE FORM - 2022

5.E
Packet Pg. 380

5.E.a
Packet Pg. 381 Attachment: KME OAKS INITIATIVE FORM - 2022 (5277 : Purchase of Fire Apparatus Replacement Parts and Service) City Council
Report
City Council Meeting: October 25, 2022
Agenda Item: 5.F
1 of 4
To: Mayor and City Council
From: Rick Valte, Public Works Director, Public Works, Water Resources Subject: Award Bid #4431 to JCI Jones Chemicals Inc. and Univar Solutions USA for the Purchase of Sodium Hypochlorite
Recommended Action
Staff recommends that the City Council:

Summary
The City of Santa Monica, Department of Public Works – Water Resources Division operates a multi-barrier treatment process, through the Charnock Treatment Plant and Arcadia Water Treatment Plant to provide high-quality, safe and reliable water. In addition, the City will be bringing online the Sustainable Water Infrastructure Project (SWIP) to increase recycled water production in Fall 2022.

The treatment processes at the Charnock Treatment Plant, Arcadia Water Treatment Plant, and SWIP all use sodium hypochlorite to support filtration processes as well as

5.F
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disinfecting the water. Staff recommends JCI Jones Chemicals as the primary vendor to provide the sodium hypochlorite for all of the City’s treatment facility locations in an amount not to exceed $1,150,000 over a five-year period, which also includes anticipated cost escalation over the contract period. The COVID-19 pandemic has impacted the vendor’s ability to maintain consistent deliveries of chemicals for continuous operations at the City’s water treatment facilities. Univar Solutions will serve as a secondary vendor to SWIP should the JCI Jones Chemicals’ supply be interrupted by material or labor shortages in an amount not to exceed $575,000 over a five-year period, which also includes anticipated cost escalation over the contract period. Olin Corporation was selected as the secondary vendor for Arcadia but declined the award.

Discussion
The City uses a multi-barrier treatment process, at the Charnock Treatment Plant and Arcadia Water Treatment Plant, to produce high-qualify and safe drinking water for the City’s customers. Sodium hypochlorite (purchased as 12-15% solution of NaOCl) is used by various treatment processes at both the Charnock Treatment Plant and Arcadia Water Treatment Plant to ensure the City’s drinking water meets or exceeds all federal and state regulations for drinking water.

The treatment processes at the Charnock Treatment Plant, located at the Charnock Well Field, consists of greensand filtration, biological granular activated carbon filtration, and chlorine disinfection. Sodium hypochlorite is used at the Charnock Treatment Plant to facilitate iron and manganese removal through greensand filtration and to provide disinfection after the biological granular activated carbon filters. It is estimated that the Charnock Treatment Plant will receive approximately 11 deliveries, at 5,000 gallons per delivery, of sodium hypochlorite each year. The treatment processes at the Arcadia Water Treatment Plant consists of greensand filtration, reverse osmosis filtration, decarbonation towers (air stripping), and chlorine disinfection. Sodium hypochlorite is used at the Arcadia Water Treatment Plant to facilitate iron and manganese removal through greensand filtration, protects the reverse osmosis membranes, and disinfects the final treated water before it is distributed for use as drinking water. It is estimated

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that the Arcadia Water Treatment Plant will receive approximately 18 deliveries, at 5,000 gallons per delivery, of sodium hypochlorite each year.

The City is also working on expanding recycled water production, with the completion of SWIP expected by the end of Fall 2022, to diversify and increase drought resiliency in its overall water supply. SWIP includes a new Advanced Water Treatment Facility that uses sodium hypochlorite to support the multi-barrier treatment process to produce advanced treated recycled water for non-potable uses (e.g., irrigation and toilet flushing) and to recharge local groundwater supplies. The SWIP Advanced Water Treatment Facility uses sodium hypochlorite to clean the microfiltration filters, protect the reverse osmosis membranes, as an oxidant in the ultraviolet light advanced oxidation process, and to disinfect the advanced treated recycled water. It is estimated that the SWIP Advanced Water Treatment Facility will receive approximately 21 deliveries, at 2,000 gallons per delivery, of sodium hypochlorite each year.

Vendor Selection
Bidder Recommendation
Best Bidder JCI Jones Chemicals
Evaluation Criteria Price; the ability, capacity and skill of the bidder to perform or provide the materials or services; the capacity of the bidder to perform the contract or provide the service promptly, within the time specified, and without delay or interference; the sufficiency of the bidder’s financial resources; The City is not required to select the bid with the lowest price.

Municipal Code SMMC 2.24.180
Bid Data
Date Posted Posted On
Advertise In
(City Charter & SMMC)
Vendors
Downloaded
Date Publicly
Opened
08/15/2022 City's Online
Bidding Site
Santa Monica Daily Press 10 09/12/2022
Best Bidder Justification
JCI Jones Chemicals was chosen as the best bidder based on price and the ability to provide the chemical to three locations requested. Supply chain issues still affect availability of chemicals and has on occasion in the past few years made it difficult for chemical vendors to source the chemical ordered.

Therefore, Univar has been selected as backup vendor to SWIP in the event JCI Jones Chemicals is Submittals Received
JCI Jones Chemicals $1.82/gal
$2.24/gal
Arcadia & Charnock
SWIP
Univar Solutions $3.92/gal SWIP
Olin Corporation $1.90/gal Arcadia & Charnock

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unable to source the chemical for fulfillment. Olin Corporation declined the backup award to Arcadia and Charnock.

Financial Impacts and Budget Actions
Staff seeks authority to approve available funding from the Water and Wastewater Funds to award a purchase order with JCI Jones Chemicals as the primary vendor to provide Sodium Hypochlorite and a purchase order to Univar as secondary vendor in the event JCI Jones is unable to fulfill the order. Future year funding is contingent on Council budget approval.

JCI Jones Purchase Order Request
Arcadia, Charnock & SWIP (Primary Vendor)
FY 2022-23
Amount
Future Years Amount Department Account # Total Contract Amount
$40,000.00 $190,000 50500002.525081 $230,000.00
$60,000.00 $285,000 50500003.525081 $345,000.00
$100,000.00 $475,000 51500001.525085 $575,000.00
$200,000 $950,000 Total $1,150,000.00
Univar Solutions Purchase Order Request
SWIP (Secondary Vendor)
FY 2022-23
Amount
Future Years Amount Department/CIP Account # Total Contract Amount
$100,000.00 $475,000 51500001.525085 $575,000.00
Prepared By: Thomas Poon, Senior Administrative Analyst Approved Forwarded to Council
Attachments:

A. Oaks Initiative (JCI Jones Chemcials Inc.)
B. Oaks Initiative (Univar)

5.F
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5.F.a
Packet Pg. 386 Attachment: Oaks Initiative (JCI Jones Chemcials Inc.) (5327 : Sodium Hypochlorite) Univar Solutions USA Inc.

None

5.F.b
Packet Pg. 387 Attachment: Oaks Initiative (Univar) (5327 : Sodium Hypochlorite) City Council
Report
City Council Meeting: October 25, 2022
Agenda Item: 5.G
1 of 4
To: Mayor and City Council
From: Rick Valte, Public Works Director, Public Works, Water Resources Subject: Award Bid #4430 to Pacific Star Chemical, Brenntag Pacific, Inc., and Univar Solutions USA for the Purchase of Sodium Hydroxide
Recommended Action
Staff recommends that the City Council:

The treatment processes at the Arcadia Water Treatment Plant and upgraded Santa

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Monica Urban Runoff Recycling Facility (SMURRF) use sodium hydroxide (or caustic) to support the treatment processes at both facilities. Staff recommends Pacific Star Chemical dba Northstar Chemical as the primary vendor to provide the sodium hydroxide for the Arcadia Water Treatment Plant in an amount not to exceed $290,000 over a five-year period. Brenntag Pacific, Inc. is recommended as the primary vendor to provide sodium hydroxide for SMURRF in an amount not to exceed $200,000 over a five-year period. Staff also recommends Univar Solutions USA Inc. as a secondary vendor for Arcadia & SMURRF in an amount not to exceed $200,000 over a five-year period. The COVID-19 pandemic has impacted the vendor’s ability to maintain consistent deliveries of chemicals for continuous operations at the City’s water treatment facilities and secondary vendors to both locations would serve as back-up options should the primary vendor’s supply be interrupted by material or labor shortages.

Discussion
The City uses a multi-barrier treatment process at the Arcadia Water Treatment Plant to produce high-qualify and safe drinking water for the City’s customers. Sodium hydroxide (purchased as 50% solution of NaOH) is used at the Arcadia Water Treatment Plant to ensure the City’s drinking water meets or exceeds all federal and state regulations for drinking water.

The treatment processes at the Arcadia Water Treatment Plant consist of greensand filtration, reverse osmosis filtration, decarbonation towers (air stripping), and chlorine disinfection. Sodium hydroxide is used at the Arcadia Water Treatment Plant to adjust the pH, to reduce the potential of corrosion in the distribution system, of the final treated water before it is distributed for use as drinking water. It is estimated that the Arcadia Water Treatment Plant will receive approximately 6 deliveries, at 5,000 gallons per delivery, of sodium hydroxide each year. Once the Arcadia Water Treatment Plant expansion is completed at the end of 2023, it may receive up to 11-12 deliveries, at 5,000 gallons per delivery, of sodium hydroxide each year.

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Sodium hydroxide is used at the SMURRF to adjust the pH and reduce the potential of corrosion in the expanded recycled water distribution system required with the new upgrades to SMURRF as part of the Sustainable Water Infrastructure Project. It is estimated that the SMURRF would receive approximately 10-15 deliveries, at 300 gallons per delivery, of sodium hydroxide each year.

Vendor Selection
Bidder Recommendation
Best Bidder Pacific Star Chemical dba Northstar Chemical & Brenntag Pacific, Inc.

Evaluation Criteria Price; the ability, capacity and skill of the bidder to perform or provide the materials or services; the capacity of the bidder to perform the contract or provide the service promptly, within the time specified, and without delay or interference; the sufficiency of the bidder’s financial resources; The City is not required to select the bid with the lowest price.

Municipal Code SMMC 2.24.180
Bid Data
Date Posted Posted On
Advertise In
(City Charter & SMMC)
Vendors
Downloaded
Date Publicly
Opened
08/15/2022 City's Online
Bidding Site
Santa Monica Daily Press 11 09/12/2022
Best Bidder Justification
Pacific Star Chemical dba Northstar Chemical and Brenntag Pacific, Inc. were chosen as the best bidder for Arcadia Water Treatment Plant and SMURRF respectively, based on price and the ability to provide the chemical to both locations requested.

Supply chain issues still affect availability of chemicals and has on occasion in the past few years made it difficult for chemical vendors to source the chemical ordered.

Therefore, Univar Solutions USA Inc. has been selected as backup vendors to Arcadia and SMURRF, in the event Pacific Star Chemical and/or Brenntag Pacific, Inc is unable to source the chemical for fulfillment.

Financial Impacts and Budget Actions
Staff seeks authority to approve available funding from the Water and Wastewater Funds to award purchase orders with Pacific Star Chemical dba Northstar Chemical and Submittals Received
JCI Jones Chemicals $3.64/gal Arcadia Pacific Star Chemical dba Northstar Chemical
$2.50/gal Arcadia
Brenntag Pacific, Inc. $3.25/gal
$5.25/gal
Arcadia
SMURRF
Univar Solutions USA
Inc.
$3.23/gal
$7.49/gal
Arcadia
SMURRF

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Brenntag as the primary vendor to provide Sodium Hydroxide and a purchase order to Univar Solutions USA Inc. as a secondary vendor in the event Pacific Star Chemical or Brenntag is unable to fulfill the order for Arcadia and SMURRF respectively. Future year funding is contingent on Council budget approval.

Pacific Star Chemical dba Northstar Chemical Purchase Order Request Arcadia (Primary Vendor)
FY 2022-23
Amount
Future Years Amount Department Account # Total Contract Amount
$50,000 $240,000 50500003.525081 $290,000
Brenntag Pacific Inc. Purchase Order Request
SMURRF (Primary Vendor)
FY 2022-23
Amount
Future Years Amount Department Account # Total Contract Amount
$35,000 $165,000 51500001.529450 $200,000
Univar Solutions USA Inc. Purchase Order Request
SMURRF (Secondary Vendor) & Arcadia (Secondary Vendor)
FY 2022-23
Amount
Future Years Amount Department Account # Total Contract Amount
$15,000 $70,000 50500003.525081 $85,000
$20,000 $95,000 51500001.529450 $115,000
Total $200,000
Prepared By: Thomas Poon, Senior Administrative Analyst Approved Forwarded to Council
Attachments:

A. Oaks Initiative (Northstar Chemical a dba of Pacific Star Chemcial) B. Oaks Initiative (Brenntag)
C. Oaks Initiative (Univar)

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CITY OF SANTA MONICA

Public benefits include:

1. Personal services contracts in excess of $25,000 over any 12-month period;

2. Sale of material, equipment or supplies to the City in excess of $25,000 over a 12- month period;

3. Purchase, sale or lease of real property to or from the City in excess of $25,000 over a 12- month period;

4. Non-competitive franchise awards with gross revenue of $50,000 or more in any 12-month period;

5. Land use variance, special use permit, or other exception to an established land use plan, where the decision has a value in excess of $25,000;

6. Tax “abatement, exception, or benefit” of a value in excess of $5,000 in any 12- month period; or

7. Payment of “cash or specie” of a net value to the recipient of $10,000 in any 12- month period.

Name(s) of persons or entities receiving public benefit:

Name(s) of trustees, directors, partners, and officers:

Name(s) of persons with more than a 10% equity, participation, or revenue interest:

Bid/PO/Contract # ____________________________ Permit # ___________________________ _______________________
_______________________
Matt Werger Vice President/General Manager
9/6/2022
[email protected] (503)625-3770
Northstar Cehimcial a DBA of Pacific Star Chemcial
Matthew J Werger
Stan Chang
None

5.G.a
Packet Pg. 392 Attachment: Oaks Initiative (Northstar Chemical a dba of Pacific Star Chemcial) (5328 : Sodium Hydroxide)

CITY OF SANTA MONICA

Public benefits include:

1. Personal services contracts in excess of $25,000 over any 12-month period;

2. Sale of material, equipment or supplies to the City in excess of $25,000 over a 12- month period;

3. Purchase, sale or lease of real property to or from the City in excess of $25,000 over a 12- month period;

4. Non-competitive franchise awards with gross revenue of $50,000 or more in any 12-month period;

5. Land use variance, special use permit, or other exception to an established land use plan, where the decision has a value in excess of $25,000;

6. Tax “abatement, exception, or benefit” of a value in excess of $5,000 in any 12- month period; or

7. Payment of “cash or specie” of a net value to the recipient of $10,000 in any 12- month period.

Name(s) of persons or entities receiving public benefit:

Name(s) of trustees, directors, partners, and officers:

Name(s) of persons with more than a 10% equity, participation, or revenue interest:

Bid/PO/Contract # ____________________________ Permit # ___________________________ y ______________
________________
Laura Tua Muncipal Bid Manager
April 01, 2022
[email protected] (562)903-9626
Brenntag Pacific, Inc.

David Eckelbarger
William Huttner
None
9/1/2022

5.G.b
Packet Pg. 393 Attachment: Oaks Initiative (Brenntag) [Revision 1] (5328 : Sodium Hydroxide) Univar Solutions USA Inc.

None

5.G.c
Packet Pg. 394 Attachment: Oaks Initiative (Univar) (5328 : Sodium Hydroxide) City Council
Report
City Council Meeting: October 25, 2022
Agenda Item: 5.H
1 of 4
To: Mayor and City Council
From: Rick Valte, Public Works Director, Public Works, Water Resources Subject: Award RFP #328 to Grace Environmental Services for Operations, Maintenance, & Management Services at Charnock Well Field Recommended Action
Staff recommends that the City Council:

1. Award RFP #328 to Grace Environmental Services, a California-based company, for Charnock Well Field operations, maintenance and management services for the production and treatment of potable water for the Public Works Department; and

Summary
The City of Santa Monica, Department of Public Works – Water Resources Division requires contractor services to operate and maintain the City's Charnock Treatment Plant, which treats contaminated groundwater from the Charnock Well Field before it is pumped to the City’s main water treatment facility, Arcadia Water Treatment Plant for further treatment in accordance with federal and state regulations. Staff recommends Grace Environmental Services to operate, maintain and manage the Charnock Treatment Plant for a total not to exceed amount of $2,500,000 over a five-year period.

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Discussion
The City has used contractor services to operate, maintain and manage the Charnock Treatment Plant site (11375 Westminster Avenue, Los Angeles, CA 90066) since November 2010 when new facilities were commissioned to treat groundwater contaminated by methyl tertiary-butyl ether (MTBE) and other volatile organic compounds. The Charnock Treatment Plant leverages contract services to operate and maintain the facility as it will be decommissioned when the contamination has been completely removed from the local groundwater basin and the groundwater can be pumped directly to the City’s Arcadia Treatment Plant for treatment. Approximately 75% of the City’s current groundwater supply from the Santa Monica Basin is produced from the Charnock site.

The City requires the selected contractor to provide a State-certified water treatment plant operator onsite for 40 hours per week, 24/7 on-call services for emergencies, and other administrative support to comply with all the conditions of the City’s operating permit issued by the State Water Resources Control Board - Division of Drinking Water.

The contractor oversees day-to-day operations at the Charnock Treatment Plant, maintains and repairs equipment, ensures the proper application of chemicals, oversees repairs, takes water samples, monitors various analyzers and other instrumentation, keeps records, prepares reports, updates safety, training and operations plans, and performs other duties as required. The contractor coordinates Charnock operations and reports to City’s treatment operations staff based at the Arcadia Water Treatment Plant.

Vendor Selection
Best and Only Bidder Grace Environmental Services
Submittals Received Selection Criteria
Bidder $2,500,000 Municipal Code SMMC 2.24.180
Evaluation Criteria Price; the quality of services offered; the ability, capacity and skill of the bidder to perform the services; experience and efficiency of the bidder; the ability of the bidder to provide such future maintenance or service as may be needed.

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Bid Data
Date Posted Posted On
Advertised In
(City Charter & SMMC)
Vendors
Downloaded
Date Publicly
Opened
08/15/2022 City's Online
Bidding Site Santa Monica Daily Press 15 09/19/2022
Additional Vendor Outreach & Justification to Award
Grace Environmental Services has previously provided similar services for the San Simeon Community Services District, Los Osos Community Services District, and Lockheed Martin Corporation and is currently providing the service to Santa Monica.

Based on these criteria, Grace Environmental Services is recommended as the best and only bidder.

Procurement conducted additional outreach to vendors who downloaded the bid to see why they did not submit a bid. Vendors who were notified did not submit bids due to the inability to provide the services needed and vendors opening the notification late and missing the mandatory job walk.

Financial Impacts and Budget Actions
Staff seeks authority to approve available funding from the Water Fund to award a contract with Grace Environmental Services to operate, maintain and manage the Charnock Treatment Plant. Future year funding is contingent on Council budget approval.

Contract Request
FY 2022-23 Amount Future Years Amount Department Account # Total Contract Amount
$475,000 $2,025,000 50500002.550010 $2,500,000

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Prepared By: Thomas Poon, Senior Administrative Analyst Approved Forwarded to Council
Attachments:

A. Oaks Initiative (Grace Environmental)

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CITY OF SANTA MONICA

Public benefits include:

1. Personal services contracts in excess of $25,000 over any 12-month period;

2. Sale of material, equipment or supplies to the City in excess of $25,000 over a 12- month period;

3. Purchase, sale or lease of real property to or from the City in excess of $25,000 over a 12- month period;

4. Non-competitive franchise awards with gross revenue of $50,000 or more in any 12-month period;

5. Land use variance, special use permit, or other exception to an established land use plan, where the decision has a value in excess of $25,000;

6. Tax “abatement, exception, or benefit” of a value in excess of $5,000 in any 12- month period; or

7. Payment of “cash or specie” of a net value to the recipient of $10,000 in any 12- month period.

Name(s) of persons or entities receiving public benefit:

Name(s) of trustees, directors, partners, and officers:

Name(s) of persons with more than a 10% equity, participation, or revenue interest:

Prepared by: ____________________________Title: __________________________ ____________
Email: ____________________________________ Phone: ____________________ FOR CITY USE ONLY:

Bid/PO/Contract # ____________________________ Permit # ___________________________ ____________
____________
Charles Grace President / CEO
Signature: ____ ______________________ Date: __09/15/202 ______________ 2 [email protected] (805)431-6253
Grace Environmental Services, LLC
Charles Grace
Charles Grace

5.H.a
Packet Pg. 399 Attachment: Oaks Initiative (Grace Environmental) (5329 : OMMS (Charnock)) City Council
Report
City Council Meeting: October 25, 2022
Agenda Item: 5.I
1 of 2
To: Mayor and City Council
From: Edward F King, Director, Department of Transportation, Finance & Administrative Services
Subject: Adoption of the Big Blue Bus Title VI Program
Recommended Action
Staff recommends that the City Council adopt the proposed Big Blue Bus (BBB) Title VI Program so that the Santa Monica Department of Transportation remains eligible for federal grant funds. Title VI of the Civil Rights Act of 1964 protects people from discrimination based on race, color, and national origin to ensure that individuals are not excluded from participation in, denied benefits of, or subjected to discrimination under any program and activity receiving federal financial assistance.

Executive Summary
The Federal Transit Administration (FTA) requires the governing body of a transit agency to adopt its Title VI Program to be eligible for federal grant funds. The Title VI Program ensures that the level and quality of public transportation service is provided in a nondiscriminatory manner, promoting full and fair participation in public transportation decision-making without regard to race, color, or national origin, and provides meaningful access to transit-related programs and activities by persons with limited English proficiency. Department of Transportation, Big Blue Bus’ (BBB’s) Title VI Program has been updated to include the latest fare equity analysis conducted for the completed cashless pilot program executed in Fiscal Year 2021-22.

Discussion
Title VI of the Civil Rights Act of 1964 protects people from discrimination based on race, color, and national origin to ensure that individuals are not excluded from

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participation in, denied benefits of, or subjected to discrimination under any program and activity receiving federal financial assistance. The FTA requires the governing body of a transit agency to adopt its Title VI Program every three years to be eligible for federal grant funds.

New in this update is the fare equity analysis performed as part of the BBB’s cashless pilot program that was completed in June 2022.

Past Council Actions
Meeting Date Description
01/09/18 (Attachment A) Adoption of Big Blue Bus Resolution for Transit Funds Financial Impacts and Budget Actions
There is no immediate financial impact or budget action necessary as a result of the recommended action. Adopting the proposed Title VI program allows BBB to meet federal requirements and remain eligible for federal funding. BBB receives approximately $10 million annually in federal financial assistance.

Prepared By: Enny Chung, Sr. Admin Analyst - Grants
Approved Forwarded to Council
Attachments:

A. Adoption of BBB Resolution for Transit Funds (Web Link) B. Big Blue Bus_Title VI Report_9.26.22 draft FINAL

5.I
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Big Blue Bus
Title VI Report
October 2022

5.I.b
Packet Pg. 402 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Table of Contents
Table of Contents ..................................................................................................................................................... 1 1 Overview ............................................................................................................................................................. 3

1.1 Background .............................................................................................................................................. 3

1.2 Mission Statement and Goals ............................................................................................................... 4 Mission Statement ............................................................................................................................................ 4 Vision .................................................................................................................................................................... 4 Core Values ........................................................................................................................................................ 5

1.3 Notice of Rights Under Title VI ............................................................................................................... 5

1.4 Title VI Rights Claims & Complaints ..................................................................................................... 5 Procedure for Filing a Title VI Complaint ..................................................................................................... 6

1.5 FTA Certification and Assurances ....................................................................................................... 7

1.6 Racial Breakdown of Non-Elected Advisory Councils .................................................................... 7

1.7 Subrecipient Monitoring ......................................................................................................................... 7

1.8 Limited English Proficiency Plan ........................................................................................................... 7

1.9 Title VI Analysis of New Facilities .......................................................................................................... 8 2 Service Design Standards ............................................................................................................................... 9

2.1 Service Area.............................................................................................................................................. 9

2.2 Service Availability and Demographics ............................................................................................ 10

2.3 Service Frequency ................................................................................................................................ 10

2.4 Span of Service ....................................................................................................................................... 13

2.5 Stop Spacing and Placement ............................................................................................................. 15 3 Service Policies ................................................................................................................................................ 16

3.1 Transit Amenities ................................................................................................................................... 16

3.2 Vehicle Fleet ........................................................................................................................................... 16

3.3 Vehicle Assignment .............................................................................................................................. 17

3.3 Vehicle Amenities .................................................................................................................................. 18

3.4 Vehicle Load ........................................................................................................................................... 18

3.4 Security .................................................................................................................................................... 20

3.5 Information Dissemination .................................................................................................................. 20 4 Service Quality Standards ............................................................................................................................ 22

4.1 On-time Performance ......................................................................................................................... 22 5 Current Activities ............................................................................................................................................ 24

5.I.b
Packet Pg. 403 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program)

5.1 Community Outreach .......................................................................................................................... 24

5.2 Service Changes .................................................................................................................................... 24

5.3 Fares ......................................................................................................................................................... 26

5.4 Federally Assisted Projects ................................................................................................................. 28 6 Appendix ................................................................................................................................................. 29

5.I.b
Packet Pg. 404 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) 1 Overview
City of Santa Monica’s Department of Transportation, operating as Big Blue Bus (BBB) operates more than 50 fixed-route peak vehicles and is located in an urbanized area of more than 200,000 people and is therefore subject to the requirements set forth in the Federal Transit Administration’s (FTA) Circular 4702.1B and Title VI of the Civil Rights Act of 1964:
“No person in the United States shall, on the ground of race, color, or national origin, be excluded from participation in, be denied the benefits of, or be subjected to discrimination under any program or activity receiving Federal assistance.” Every three years, Big Blue Bus submits a Title VI Program to the FTA documenting compliance with the established Title VI requirements. In accordance with this submittal, Big Blue Bus has issued the following update, contained herein, to its Title VI Program.

The service design standards lay out how Big Blue Bus service should be designed and operated, for existing as well as new services. The service performance standards describe how Big Blue Bus analyzes its routes to ensure the highest possible level of performance in terms of service effectiveness, efficiency, and quality for customers. The service evaluation process presents Big Blue Bus’s strategy for analyzing, updating, and communicating its service plans to ensure that it continues to provide service that stays relevant to the needs of the City and its residents, employees, and visitors.

Big Blue Bus is committed to
the enforcement of USDOT’s
Title VI regulations which
state that no person or group
of persons shall be
discriminated against with
regard to the routing,
scheduling, or quality of
service of transportation
provided on the basis of
race, color, or national origin.

1.1 Background
Operated by the City of Santa Monica and governed by its seven-member elected City Council, the Big Blue Bus service area encompasses 58 square miles in the

5.I.b
Packet Pg. 405 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Westside region of Los Angeles County. The City of Santa Monica has provided transit service in the area since the launch of Santa Monica Municipal Bus Lines in 1928.

Presently, BBB operates 21 fixed routes with a fleet of 195 buses. It serves over 900 bus stops, 360 of which are in the City of Santa Monica. Service types are divided into three categories: Rapid service, Local service, and Commuter/Express service.

Average daily weekday ridership is approximately 25,000 boardings per day.

According to a 2021 Big Blue Bus Customer Survey, the majority of BBB riders (73%) identify as a minority, and 59% of BBB riders are considered low-income with an annual household income of less than $35,000.

BBB also provides demand response and door-through-door services for seniors and people with disabilities through MODE (Mobility on Demand Everyday), in partnership with the City's Community and Cultural Services Department. MODE serves over 1,400 enrolled members, providing over 2,500 trips each month.

Compliance with Title VI regulations is overseen by the Director of Department of Transportation, who reports to the City Manager. Additional City departments, including the City Attorney’s Office and Human Resources Department, assist the Transportation Department with Civil Rights compliance.

1.2 Mission Statement and Goals
BBB’s Strategic Plan, mission statement, goals, values, and standards serve as guiding principles for daily administrative functions and transit operations.

Mission Statement
BBB is dedicated to contributing to the region’s mobility, economic vitality, sustainability, and enhanced quality of life through the delivery of safe, reliable, economical, accessible and customer-focused mass transportation services.

Vision
BBB is a leading resource for innovative and environmentally friendly transportation options with a team of employees committed to continuous improvement and excellent service.

5.I.b
Packet Pg. 406 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Core Values

1.3 Notice of Rights Under Title VI
BBB is committed to ensuring that no person is excluded from participation in, or denied the benefits of services on basis of race, color, and national origin as protected by the Civil Rights Act of 1964, as amended.

No person or group of persons will be discriminated against with regards to fares, routing, scheduling or quality of transportation service that BBB furnishes, on the basis of race, color, or national origin.

In addition, the frequency of service, age and quality of BBB vehicles assigned to routes, and location of routes will not be determined on the basis of race, color, national origin, sex, age or disability.

This information can be accessed via BBB’s website at:
https://www.bigbluebus.com/titlevi. Additionally, this information is posted in BBB’s Transit Store and on all BBB buses. See appendix for a copy of the public notice.

1.4 Title VI Rights Claims & Complaints
The City Attorney’s Office tracks and monitors any Title VI allegations of discrimination on the basis of race, color, or national origin with respect to service or other transit benefits. The City will continue to provide FTA information upon request. Two formal complaints or lawsuits alleging discrimination on the basis of race, color, or national origin with respect to service or other transit benefits were received.

Service
• Safe
• Reliable
• Sustainable
• Accessible
• Customerfocused
• Responsive
People
• Diverse
• Ethical
• Honest
• Responsible
• Creative
• Learning
• Resourceful
Culture
• Collaborative
• Constructive
• Engaging
• Inclusive
• Respectful
• Reflective

5.I.b
Packet Pg. 407 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program)

Date of
Alleged
Incident Summary Status Action Taken
Lawsuits
Bullard v. City of
Santa Monica,
22STCV11354, filed
4/4/22
2/20/21 Race: Plaintiff alleged
bus driver verbally
abused her including
use of a racial slur.

Litigation
is
pending.

Closure letter provided to
complainant. Referred to
Operations to take
appropriate action if
required.

Complaints
Gorg-Carter Kent 8/12/22 Race, Color, National
Origin: Complainant
alleged bus driver
refused to allow him
on bus based on
race, color, national
origin and other
protected classes.

Complaint
closed.

Closure letter provided to
complainant. Referred to
Operations to take
appropriate action if
required.

BBB’s Customer Service Division is responsible for receiving, filing, monitoring, and reporting informal customer complaints, including discriminatory complaints.

Monthly reports are generated to evaluate trends and address issue areas.

Procedure for Filing a Title VI Complaint
If any person feels he or she has been discriminated against on the basis of race, color or national origin by the City of Santa Monica Big Blue Bus, he or she may file a Title VI complaint by completing and submitting the Title VI Complaint Form. BBB investigates complaints received no more than one hundred and eighty (180) days after the alleged incident. The complaint may be submitted by mail, email, or in person, or it could be submitted directly with the Federal Transit Administration Region IX or Federal Transit Administration Office of Civil Rights.

The complaint may be filed in writing, in person, or by telephone. The complaint should include the following information:
 Name, address and how to contact complainant (e.g. telephone number, email address, etc.)

5.I.b
Packet Pg. 408 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program)  How, when, where and why complainant believes they were discriminated against. Include the location, names and contact information of any witnesses.

Complaint Assistance: A City of Santa Monica Big Blue Bus Customer Service Representative will assist with writing a complaint if the complainant is unable to do so.

See appendix for complete complaint procedure and complaint form.

1.5 FTA Certification and Assurances
BBB certifies, through the annual Certifications and Assurances, compliance with Title VI. The City Manager and City Attorney certify annually to the FTA Certifications & Assurances in accordance with the Federal Register and FTA Master Agreement.

1.6 Racial Breakdown of Non-Elected Advisory Councils
Big Blue Bus has a goal of providing customer-driven transit service, and particularly values the views and concerns of the large percentage of minority and low-income populations that utilize our system on a daily basis.

BBB reports directly to one governing body:
 Santa Monica City Council – Made up of seven members, elected at-large for staggered four-year terms, the City Council selects one of its members to serve as Mayor and another to serve as Mayor Pro Tempore.

As all individuals are elected into office, a racial breakdown of the advisory body is not required.

1.7 Subrecipient Monitoring
BBB does not have any subrecipients and in turn, does not perform any subrecipient monitoring.

1.8 Limited English Proficiency Plan
BBB is committed to the development of a Limited English Proficiency (LEP) Plan to ensure full dissemination, access, and participation by all persons where English may not be their first language. An LEP Plan has been developed in association with this document.

See appendix for the Limited English Proficiency Plan.

5.I.b
Packet Pg. 409 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program)

1.9 Title VI Analysis of New Facilities
BBB has not constructed a new facility, such as vehicle storage facility, maintenance facility, operation center, etc., at this time nor is planned in the near future.

Therefore, an equity analysis, regarding new facilities, was not performed.

5.I.b
Packet Pg. 410 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) 2 Service Design Standards
Service design standards refer to how transit service is designed, implemented, and operated on the street, from route alignment and stop spacing to frequency and span of service. Results from monitoring service, the demographic data is consulted to perform a service equity analysis prior to service changes.

2.1 Service Area
The Big Blue Bus service area encompasses approximately 58 square miles that covers Santa Monica and surrounding areas in the Westside region of Los Angeles County, including: Pacific Palisades, West Los Angeles, Brentwood, Westwood, University of California Los Angeles (UCLA), Cheviot Hills, Mid-City, Westchester, Inglewood, Marina del Rey, Venice, and Playa Vista. BBB service also provides connections to the LA Metro rail network, Metrolink, Amtrak, and Los Angeles International Airport.

The BBB service area includes any Census block group that falls within a 1/2 mile of a fixed-route. The block group is the smallest geographical unit for which the Census Bureau publishes sample data and results in a more accurate analysis. A minority or low-income route is considered to be any route with a ½ mile population above the service area average for these two categories.

For the purposes of this evaluation, the minority population has been defined in accordance with FTA Circular 4702.1B and includes the following persons:
1) American Indian and Alaska Native;
2) Asian;
3) Black or African American;
4) Hispanic or Latino;
5) Native Hawaiian or other Pacific Islander
BBB’s current service area encompasses 550 block groups with 40.9% of all persons identifying as a minority race and 28.6% of all persons considered to be low-income.

The low-income population has been defined as any individual with an annual household income of less than $35,000. In addition, 11.1% of all households within the BBB service area have a limited proficiency in English.

The appendix includes a collection of BBB service area maps, identifying Census Block Groups with a population of minority persons, low-income persons, and limited English households that are above the corresponding service area averages.

5.I.b
Packet Pg. 411 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program)

2.2 Service Availability and Demographics
BBB provides service to all riders regardless of race, color, or national origin.

BBB routes are categorized as follows:

Table 1: Service Categories
Category Network Role Bus Routes
Rapid Provides high frequency, limited-stop
service between Santa Monica and
neighboring destinations of strong regional
importance.

R3, R7, R12
Local Serves the greater Santa Monica area,
providing service along major and
secondary corridors and serving larger local
destinations and intermodal connections.
1, 2, 3, 5, 7, 8, 9, 14, 15,
16, 17, 18, 41-42, 44
Commuter Augments the local network with additional
peak hour service to key destinations.

R10, 43, E7
Demand
response
Connections to, complements, and
encourages fixed-route transit.

MODE

2.3 Service Frequency
BBB’s adopted frequency standards and goals guide service investment and allocation decisions to ensure a high quality of service for all riders.  Rapid routes should operate at 20 minutes or better, with a goal of 6-10 minutes (weekdays) and 30 minutes or better, with a goal of 10-15 minutes (weekends). Whenever possible, Rapid services should operate more frequently than Local service on the same corridor, to allow maximum customer convenience and greater access to the faster, more efficient service option.
 Local routes should operate at 30 minutes or better, with a goal of 10-15 minutes (weekdays) and 30 minutes or better, with a goal of 15-20 minutes (weekends). Local routes on major corridors (especially those without Rapid options) may warrant much more frequent service (15 or 10 minutes).  Commuter route frequency should be tailored to demand volumes but should operate 30 minutes or better, with a goal of 10-15 minutes to allow spontaneous use where supported by ridership.

5.I.b
Packet Pg. 412 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Table 2 shows current headways for all routes broken, down by weekday time periods, Saturdays, and Sundays.

Table 2: Service Frequency (minutes)

5.I.b
Packet Pg. 413 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Route AM
Peak
Midday
PM
Peak
Evening Saturday Sunday
1 – Mains St & Santa
Monica Blvd 10-11 10-11 10-11 20 12-15 15
2 – Wilshire Blvd 20 20 20 20 20 20
3 – Lincoln Blvd 15 12 15 20 15 15
R3 – Lincoln Blvd Rapid 12 - 12 - - -
5 – Olympic Blvd –
Century City 60 60 60 60 - -
7 – Pico Blvd 14 14 14 20 15 15
R7 – Pico Blvd Rapid 14 14 14 - - -
E7 – Pico Boulevard
Express 20 20 20 20 - -
8 – UCLA/Westwood &
Ocean Park Blvd 20 30 20 30 30 30
9 – Pacific Palisades 15-20 30 20 30 30 40
R10 – Downtown LA
Freeway Express 60 - 60 - - -
R12 – UCLA/Westwood
& Overland Ave 10-12 12 10-12 20 22 22
14 – Bundy Dr &
Centinela Ave 15 20 15 20 20 28
15 – Barrington Ave 50-
60 50 50 50-60 - -
16 – Wilshire Blvd/Bundy
Dr – Marina del Rey 25 25 25 - - -
17 – UCLA – VA Medical
Center - Palms 15 20 20 30 28-30 28-30
18 – UCLA – Abbot
Kinney – Marina del Rey 30 30 30 30 30 30
41 – 17th St Station – SMC
- Montana 20 20 20 - 30 -

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Packet Pg. 414 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) 42 – 17th St Station –
SMC - Montana 20 20 20 - - -
43 – 26th St & San
Vicente Blvd 30 - 30 - - -
44 – 17th St Station –
SMC – Ocean Park 13 13 13 - - -
In Table 3, minority and low-income routes are compared to non-minority and nonlow-income routes. Each category presents frequency in minutes during weekday time periods, Saturdays, and Sundays. Using the ½ mile buffer of all fixed-route service, the same three routes exceed the service area average for both the minority and low-income designations. These routes are Route 7, Rapid 7, Express 7, and Rapid 10. All other routes are considered non-minority and non-low-income routes.

Table 3: Service Frequency Comparison
Service Category AM
Peak Midday
PM
Peak
Evening Saturday Sunday
Minority and LowIncome Route
Frequencies

8.0 8.0 8.1 8.1 15.0 15.0
Number of Minority
Routes Operating
(4) (3) (4) (3) (1) (1)
Non-Minority and NonLow-Income Route
Frequencies

17.6 18.3 18.2 20.4 24.0 24.9
Number of NonMinority and Non-LowIncome Routes
Operating
(17) (16) (17) (9) (9) (9)

2.4 Span of Service
The BBB span of service standards guide how many hours a specific route will operate during each day of service. Span of service is designated into two categories: 1) High ridership corridors that carry over 2,500 average daily riders, and 2) Low ridership corridors that include all other routes.

5.I.b
Packet Pg. 415 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program)  High ridership corridors should have a weekday span starting from 5am-6am to midnight and a weekend span starting from 6am-7am to midnight  Low ridership corridors should have a weekday span starting from 5am-6am to 9pm and a weekend span starting from 6am-7am to 9pm
 Commuter service spans should be tailored to demand patterns  Span of service may need to be adjusted on certain routes depending on the operating hours of connecting services, or, if there is an over capacity in service during the off-peak hours, where two routes are operating similar services
In Table 4, the average start and end times, along with the span of service, are compared between minority and non-minority routes, and low-income and nonlow-income routes for each service day type. As previously stated, three BBB routes are considered both minority routes and low-income routes. These routes are Route 7, Rapid 7, Express 7, and Rapid 10. All other routes are considered nonminority and non-low-income routes.

Table 4: Comparison of Service Start Times and Spans
Day of
Service Service Category
No. of
Lines in
Service
Avg. Time
Service
Begins
Avg. Time
Service
Ends
Avg. Span
of Service
(hours)
Weekday
Minority and lowincome routes 4 5:38 AM 9:23 PM 15.75
Non-minority and
non-low-income
routes
17 6:05 AM 9:17 PM 15.21
Saturday
Minority line and
low-income
routes
1 5:30 AM 12:00 AM 18.5
Non-minority and
non-low-income
routes
9 6:29 AM 10:13 PM 13.11
Sunday
Minority and lowincome routes 1 6:05 AM 12:00 AM 17.9
Non-minority and
non-low-income
routes
9 6:56 AM 9:40 PM 14.73

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Packet Pg. 416 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program)

2.5 Stop Spacing and Placement
This standard involves how far apart bus stops are spaced. Big Blue Bus stop spacing standards differ by service type, with Rapid stops spaced further apart than Local stops.
 Rapid Bus Stop Spacing – Rapid bus routes on corridors also served by Local routes should have stops spaced a minimum of ½ mile apart, and should be placed at major destinations, intersections, and transfer points. Rapid stop placement should be determined based on overall spacing as well as ridership.
 Local Bus Stop Spacing – For Local services, stop spacing from 1000 feet up to ¼ mile (roughly 1,300 feet) is desirable. Local service on small streets can sustain the most closely-spaced stops (since trip distances are usually short) while Local stops on major arterial streets risk introducing unnecessary delay if stops are spaced closer than 1,000 feet. Existing stop with continuously low usage will be subject to review for consolidation with other stops or removal in order to increase service speed and reliability.
 Commuter Service Stop Spacing - Commuter services can either use Local or Rapid type stopping patterns depending on the type of service and passenger needs.

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Packet Pg. 417 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) 3 Service Policies

3.1 Transit Amenities
Transit agencies must maintain standards for the distribution of transit amenities.

BBB has significant authority over bus stop improvements and amenities within the City of Santa Monica while bus stops located in neighboring cities and jurisdictions are often subject to external policies that BBB must adhere to. Transit amenities are allocated based on ridership activity (total number of average daily weekday boardings) and are equitably distributed to reflect the systemwide demographics of Big Blue Bus.

Table 5 outlines BBB’s amenity policy for distribution of resources based on stoplevel boardings.

Table 5: BBB Amenity Thresholds
Average Daily
Boardings
Bus Stop
Classification Amenities Provided
All Stops All stops Public information kiosk
5 or more off-peak
boardings
Low volume or
more
Above plus lighting
50 or more
boardings
Medium volume or
more
Above plus shelter or shade and
seating
100 or more
boardings
High volume or
more
Above plus real-time signage
900 or more
boardings Very high volume Above plus multiple shelters or extra-large shelter

3.2 Vehicle Fleet
BBB maintains a 100% alternative fuel vehicle fleet, which includes CNG and battery-electric buses.

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Packet Pg. 418 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Table 6: BBB Vehicle Fleet
Bus Series
Number
Year
Built
Make Model # of
Buses
Seats
Fleet
Type
Fuel
1827 2019 GILLIG G28D 1 39 40’ Electric
1808-1826 2018 GILLIG G31D 19 39 40’ CNG
1801-1807 2018 GILLIG G31E102N2 7 26 30’ CNG
1707-1725 2017 GILLIG G31D102N4 19 39 40’ CNG
1706 2017 GILLIG G27D102N4 1 39 40’ CNG
1701-1705 2016 GILLIG G27D102N4 5 39 40’ CNG
1600-1603 2015 GILLIG G27E102N2 4 26 30’ CNG
1500-1510 2015 GILLIG G27D102N4 11 39 40’ CNG
1560 -1566 2015 NEW FLYER XN60 7 56 60’ CNG
1345 - 1357 2014 GILLIG G27D102N4 13 39 40’ CNG
1301-1344 2013 GILLIG G27D102N4 44 39 40’ CNG
1300 2012 GILLIG G27D102N4 1 39 40’ CNG
5300 - 5320 2011 NABI 60BRT-14.02 21 51 60’ CNG
3868 - 3876 2011 NABI 40LFW-14.01 9 36 40’ CNG
2905 - 2914 2011 EL DORADO EZR II- BRT 32' 10 29 32’ CNG 2900 - 2904 2010 EL DORADO EZR II- BRT 32' 5 29 32’ CNG 2101 - 2118 2021 GILLIG G28D 18 39 40’ Electric

3.3 Vehicle Assignment
BBB assigns vehicles based on service category and vehicle capacity. Prior to a service change, scheduling staff make vehicle recommendations by block. A block consists of the routes that make up an operator’s daily work assignment. Dispatch staff assigns vehicles, accounting for vehicle availability, maintenance holds, and operational needs. Due to the interlining of routes throughout the BBB system, a vehicle is likely to operate on several different routes throughout the day. The average age of the BBB fleet is 8.7 years old with new buses replaced when they have exceeded their useful life.

There are currently three vehicle types in the BBB fleet (30’-32’, 40’, 60’).

Table 7 shows the type of vehicles that are assigned by route and the number of vehicles operating during peak service.

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Packet Pg. 419 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Table 7: BBB Vehicle Assignment
Route
Ridership
exceeds
percent
minority
ridership
systemwide
Ridership
exceeds
percent lowincome
ridership
systemwide
Fleet Type
Number of
Peak
Vehicles
Route 1 No No 40’ 15
Route 2 No No 40’ 5
Route 3 No No 40’ or 60’ 11
Rapid 3 No No 40’ or 60’ 8
Route 5 No No 40’ 3
Route 7 Yes Yes 40’ 12
Rapid 7 Yes Yes 40’ or 60’ 8
Express 7 Yes Yes 40’ or 60’ 7
Route 8 No No 40’ 6
Route 9 No No 40’ 5
Rapid 10 Yes Yes 40' 2
Rapid 12 No No 40’ 6
Route 14 No No 40’ 8
Route 15 No No 40’ 1
Route 16 No No 30’ 4
Route 17 No No 40’ 7
Route 18 No No 30’ or 40’ 6
Route 41 No No 30’ or 40’ 2
Route 42 No No 30’ or 40’ 2
Route 43 No No 30’ 2
Route 44 No No 40’ 4

3.3 Vehicle Amenities
All fleet vehicles are ADA compliant, with wheelchair lifts/ramps and kneeling capabilities. Other vehicle amenities include air conditioning and bike racks. Fleet vehicles also have design and operational elements to assist visually-impaired or hearing-impaired passengers, including: similar seating configurations, voice annunciators on the bus and at bus stops, and new shelter signage to improve readability and information access for riders with disabilities.

3.4 Vehicle Load
Vehicle loads are monitored by the Planning division, which reviews customer feedback regarding overload conditions and hosts quarterly service review

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Packet Pg. 420 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) sessions with Motor Coach Operators to identify overcrowded trips. Planning staff then review the ridership data and, if warranted, may schedule additional trips to address overloaded trips at the next available service change.

Table 8: Vehicle Load by Route
Route
Ridership
exceeds
percent
minority
ridership
systemwide
Ridership
exceeds
percent lowincome
ridership
systemwide
Average Load
Route 1 No No 12
Route 2 No No 9
Route 3 No No 12
Rapid 3 No No 11
Route 5 No No 5
Route 7 Yes Yes 14
Rapid 7 Yes Yes 12
Express 7 Yes Yes 0
Route 8 No No 11
Route 9 No No 10
Rapid 10 Yes Yes 13
Rapid 12 No No 11
Route 14 No No 9
Route 15 No No 4
Route 16 No No 3
Route 17 No No 8
Route 18 No No 8
Route 41 No No 4
Route 42 No No 0
Route 43 No No 4
Route 44 No No 1

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Packet Pg. 421 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program)

Table 9: Vehicle Load Comparison

Minority
and LowIncome
Routes
NonMinority
and NonLowIncome
Routes
Differenc
e:

Minority
to NonMinority
+/ (-)
Average
Load 13.0 9.3 3.7

3.4 Security
BBB takes various measures to ensure the safety and security of all riders, including:
equipping all vehicles with radios and digital video recorders, committing transit security funds to contract out security services, assigning transit supervisors to provide systemwide security, and establishing security protocols at the BBB operations and maintenance facility.

3.5 Information Dissemination
BBB strives to keep all riders informed of day-to-day service operations as well as any service changes that may affect their commutes. In making information available through printed materials, online, over the phone, in person, and in multiple languages, the staff is committed to ensuring that all riders can access the necessary information.

Customer service staff can also provide transit information to individuals who do not have access to the internet. Many staff members are multi-lingual and can provide trip-planning assistance for non-English speaking riders. There is a separate information line for riders who are hearing impaired, and improvements to BBB’s website to assist visually-disabled users have been made. BBB also works with the City’s Community and Cultural Services Department senior and disabled groups to ensure dissemination of information and address access issues for all types of riders.

Printed material of service changes is available in the form of “take-one” cards on board buses. City public libraries and public facilities also maintain transit information racks. The BBB website, www.bigbluebus.com, offers a trip planner, up5.I.b Packet Pg. 422 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) to-date route and schedule information, information for passengers with disabilities, and any service changes or facility improvements. Users can also subscribe to an email list whereby BBB can directly contact them with transit updates.

In terms of language access, BBB ensures that service improvements, along with route and policy changes, are published in multiple languages in local area publications. Most information is available in Spanish, and can be obtained in additional languages upon request.

Public notice of Title VI is posted on BBB’s website at www.bigbluebus.com and posted on each of our buses for fixed route.

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Packet Pg. 423 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) 4 Service Quality Standards

4.1 On-time Performance
On-time performance reflects both the quality and reliability of service. A vehicle is considered on-time if it runs no more than one (1) minute early and no more than five (5) minutes late compared to the scheduled time at each timepoint. Early arrivals at the final timepoint are considered on-time. BBB’s current goal is to have 85% of arrivals on time. This standard is evaluated quarterly and included in the Planning Department’s Performance Report. On-time performance is collected by route and aggregated across the fiscal quarters. The average performance represents data from July 2021 to June 2022 (Table 11). In Table 10, on-time performance is compared between minority and non-minority lines, and poverty and non-poverty lines.

Table 10: On-time Performance Comparison

Minority
and LowIncome
Routes
NonMinority and
Non-LowIncome
Routes
Difference:

Minority to
NonMinority
+/ (-)
Average Ontime
Performance

66.4% 73.8% 7.4%

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Packet Pg. 424 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Table 11: On-time Performance by Route
Route
Ridership
exceeds
percent
minority
ridership
systemwide
Ridership
exceeds
percent lowincome
ridership
systemwide
Average OnTime
Performance
Route 1 No No 76.2%
Route 2 No No 71.3%
Route 3 No No 68.7%
Rapid 3 No No 58.3%
Route 5 No No 68.8%
Route 7 Yes Yes 67.4%
Rapid 7 Yes Yes 61.7%
Express 7 Yes Yes
Route 8 No No 73.2%
Route 9 No No 71.9%
Rapid 10 Yes Yes 70.2%
Rapid 12 No No 85.6%
Route 14 No No 71.6%
Route 15 No No 80.9%
Route 16 No No 70.3%
Route 17 No No 65.1%
Route 18 No No 75.2%
Route 41 No No 80.8%
Route 42 No No 79.7%
Route 43 No No 83.6%
Route 44 No No 86.0%

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Packet Pg. 425 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) 5 Current Activities

5.1 Community Outreach
Public hearings, community workshops, school and city-sponsored fairs/festivals are held throughout the year as forums for distributing information and collecting input to identify travel needs and to solicit comments on proposed service changes and improvements. At least one series of outreach meetings are conducted annually. Receiving input from community stakeholders on a frequent basis allows BBB to implement a “market driven” planning approach to provide the best possible service for passengers.

BBB has standardized policies and procedures for conducting public hearings and these are provided in the appendix. Generally, any activity that results in an increase or decrease in route revenue miles or route miles that are equal to or greater than twenty-five percent (25%) of the existing service, the introduction of a new route, elimination of an existing route, or a permanent change in fare structure would require outreach, a public hearing, and City Council approval.

Efforts are made to encourage participation by minorities in hearings and outreach events. Notices for hearings are published in a range of publications including newspapers for Spanish-speaking residents.

See appendix for a list of community outreach.

5.2 Service Changes
In response to the COVID-19 pandemic, Big Blue Bus implemented a series of service changes.

Service changes between 2020-2022, by route, include:
 Route 1
o Weekday, Saturday, Sunday service mostly remained the same except cuts to early and late-night trips
 Route 2
o Weekday service frequency was changed to 20 minutes
 Route 3
o Weekday, Saturday, Sunday service mostly remained the same except cuts to early and late-night trips
 Rapid 3

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Packet Pg. 426 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) o Weekday service was temporarily suspended at the onset of the pandemic but has been reinstated. Service levels are at pre-covid levels
 Route 5
o Weekday span of service shortened. Weekday frequency changed to every 60 minutes
 Route 7
o Weekday, Saturday, Sunday service mostly remained the same except cuts to early and late-night trips
 Rapid 7
o Weekday service was temporarily suspended at the onset of the pandemic but has been reinstated. Service levels are at pre-covid levels
 Express 7
o Introduced limited stop Express 7 service on Pico Blvd every 20 minutes  Route 8
o Weekday frequency changed to every 20-30 minutes during AM and PM peak periods
 Route 9
o Weekday frequency changed to every 20-30 minutes during AM and PM peak periods
 Rapid 10
o Weekday service changed to only three AM peak-hour trips and three PM peak hour trips
 Rapid 12
o Weekday frequency changed to 10-12 minutes
 Route 14
o Weekday frequency changed to 15-20 minutes
o Select trips extended to Inglewood with plans to extend all trips to Inglewood late 2022
 Route 15
o Weekday frequency changed to every 50-55 minutes all day  Route 16
o Weekday frequency changed to every 25 minutes all day  Route 17
o Weekday frequency changed to every 15-20 minutes during peak hours

5.I.b
Packet Pg. 427 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) o New routing through Westwood and new northern terminus at UCLA Macgowan Hall
 Route 18
o Weekday frequency changed to 30 minutes all day
 Route 41
o Weekday service improved to every 20 minutes all day
o Sunday service suspended
 Route 42
o Service suspended since onset of COVID-19 pandemic
 Route 43
o No change
 Route 44
o Service suspended since onset of COVID-19 pandemic and low inperson enrollment at Santa Monica College See Appendix for service equity analysis.

5.3 Fares
An analysis of the revised fare structure found that the changes would not result in an adverse disparate impact on the minority population or an adverse disproportionate burden on the low-income population. See Appendix for fare equity analysis. The fare structure, effective in 2022, is as follows:

Table 12: Fare Structure
For the latest fare information, please visit Fare Information - Big Blue Bus

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Packet Pg. 428 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program)

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Packet Pg. 429 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program)

5.4 Federally Assisted Projects
BBB federally-funded projects include the ongoing bus replacement program and the future implementation of a bus shelter program in the City of Santa Monica portion of the service area. Figure 12, below, shows active federal grants.

Table 13: Active Federal Grants

Grant Description Total Grant
Amount
CA-90-Y770 Bus Stop Improvements $ 4,200,000
CA-90-Z102 Bus Replacement, Expo Study, Bus Stop
Amenities
$15,636,765
CA-2016-103 Bus Stop Improvement, Expo Study $2,180,000 CA-2020-174 Bus Replacements, Bus Stop Enhancement
(7th Street) $16,048,887
CA-2021-159 CRRSAA – Operating Assistance $22,247,777

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Packet Pg. 430 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) 6 Appendix

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Packet Pg. 431 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program)

6.1 Appendix A
Title VI Notice to the Public

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6.2 Appendix B
Complaint Form and Internal Procedures

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Packet Pg. 434 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Service Alerts (/Newsr Route 9: Detour in Santa Monica 1/17-1/30 ( oom/Content.aspx?type=Alerts) /Newsroom/Se The City of Santa Monica's Big Blue Bus (BBB) is committed to ensuring that no person is excluded fro participation in, or denied benefits of, its services on the basis of race, color or national origin, as protec by Title VI of the Civil Rights Act of 1964, as amended.

No person or group of person will be discriminated against with regard to fares, routing, scheduling or q of transportation service that BBB furnishes on the basis of race, color or national origin.

If you believe you have been discriminated against on the basis of race, color or national origin by the C Santa Monica's Big Blue Bus, you may file a Title VI complaint by completing and submitting the Civil R Complaint form. The City of Santa Monica's Big Blue Bus investigates complaints received no more tha 180 days after the alleged incident.

To request additional information regarding Title VI, please contact: [email protected] (mailto:[email protected]).

In addition to Title VI of the Civil Rights Act of 1964, BBB also prohibits discrimination based on sex, ag disability, religion, medical condition, marital status or sexual orientation.

If you believe you have been discriminated against on the basis of race, color, or national origin, sex, a disability, religion, medical condition, marital status or sexual orientation by the City of Santa Monica's B Blue Bus you may file a Civil Rights complaint by completing and submitting the Civil Rights Complaint Form. The City of Santa Monica Big Blue Bus investigates complaints received no more than 180 days the alleged incident.

How to File a Complaint
You may file a signed, written complaint within one hundred and eighty (180) days of the date of allege discrimination. The complaint should include the following information:

Your name, address and how to contact you (e.g. telephone number, e-mail address, etc.) How, when, where and why you believe you were discriminated against. Include the location, nam and contact information of any witnesses.

Complaint Assistance: A City of Santa Monica Big Blue Bus Customer Relations representative will ass with writing a complaint if the complainant is unable to do so.

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Packet Pg. 435 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) See below for complete complaint procedure and printable complaint form.

Civil Rights Complaint Form (/uploadedFiles/Content/About_BBB/Civil Rights Complaint Form_8.10.17.pdf)
The complaint may be filed the following ways:

By mail:

Bridget Cade, Administrative Services Officer
City of Santa Monica Big Blue Bus
P.O. Box 2200
Santa Monica, CA 90407-2200
By email:
[email protected] (mailto:[email protected])
By telephone:
310-451-5444
In person:
1444 4th St., Santa Monica, CA 90401 (https://www.bigbluebus.com/About-BBB/Main-Office.aspx) M - F: 7:30 a.m. - 5:30 p.m.

Sat.: 12 p.m. - 6 p.m. (only phone assistance available) You may also file a complaint directly with either of the two following agencies:

Federal Transit Administration Region IX (http://www.fta.dot.gov/about/region9.html) Civil Rights Officer
201 Mission Street, Suite 1650
San Francisco, CA 94105-1839
Federal Transit Administration Office of Civil Rights (https://www.transit.dot.gov/regulations-and-guidan /civil-rights-ada/civil-rightsada)
Attention: Title VI Program Coordinator
East Building, 5th Floor - TCR
1200 New Jersey Avenue SE
Washington, DC 20590
About BBB

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Packet Pg. 436 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Working Together (/About-BBB/Partnerships/Working-Together.aspx) Santa Monica College (/About-BBB/Partnerships/Santa-Monica-College.aspx) Ride Blue. Go Green. (/About-BBB/Ride-Blue--Go-Green-.aspx) Our Buses (/About-BBB/Our-Buses.aspx)
Our History (/About-BBB/Timeline/Historical-Info/Our-History.aspx) Civil Rights (/About-BBB/Civil-Rights.aspx)
For App Developers (/About-BBB/For-App-Developers.aspx) DBE Goal (/About-BBB/DBE-Goal.aspx)
We're Going Zero Emissions! (/About-BBB/We-re-Going-Zero-Emissions!.aspx) Top of Page
Email address Sign Up

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Packet Pg. 437 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Customer Service: (310) 451-5444
1444 4th Street, Santa Monica, California 90401
(/About-BBB/Main-Office.aspx)
Copyright © 2020 Big Blue Bus All Rights Reserved
Privacy Policy (http://www.smgov.net/privacy/) |
Accessibility Policy (http://www.smgov.net/accessibility/) | Disclaimer (http://www.smgov.net/disclaimer/)
(/)
(http://smgov.net/)

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Packet Pg. 440 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) _____________________________________ ________________________

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Packet Pg. 442 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program)

CIVIL RIGHTS TICKET PROCESSING
STEP 1 – MEMBER OF (OR AFFILIATED WITH) A PROTECTED CLASS? Race, Color, National Origin, Sex, Age, Disability, Religion, Medical Condition, Marital Status, Sexual Orientation
If Yes ‐ Move to next step.

If No ‐ Do NOT escalate through Civil Rights process.
‐ Utilize standardized response to customer.

STEP 2 ‐ ALLEGED DISCRIMINATION ON BASISS OF MEMBERSHIP OR AFFILIATION WITH A PROTECTED CLASS?
Customer must state that he/she felt discriminated (treated differently) because of his/her protected status.

If Yes ‐ Move to next step.

If No ‐ Do NOT escalate through Civil Rights process.
‐ Utilize standardized response to customer.

STEP 3 – EVIDENCE OF BIAS?
Did BBB employee distinguish the person as a part of a protected class? ‐ Did driver do something that shows that the treatment was biased because of the customers protected class?
This might mean our employee making a comment, pointing the person out as different, making general comments about people in a protected class, or changing tone, attitude OR gestures when talking to someone in a protected class or about someone in a protected class.

Customers can’t claim bias because they are in a protected class and the driver is rude to them.

Example – Customer who is wheelchair bound is passed up. If the driver did not see him/her, there is no evidence of biased treatment.
o Ask patron if driver pulled into bus stop, if so, you could say that after driver pulled over he saw the person and took off b/c of disability.

If Yes ‐ Move to next step.

If No ‐ Do NOT escalate through Civil Rights process.
‐ Utilize standardized response to customer.

5.I.b
Packet Pg. 443 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) STEP 4 – EVIDENCE OF UNFAIR TREATMENT?
Is person claiming that they were treated differently than others around them in a way that denotes a lack of fairness?
If Yes – ESCALATE THROUGH CIVIL RIGHTS PROCESS
If No ‐ Do NOT escalate through Civil Rights process.

Utilize standardized response to customer.

NON‐CIVIL RIGHTS CASE EXAMPLES
PASS‐UP
‐ Someone is a member or affiliate of a protected class, and suffers poor treatment, but there is nothing to make one believe that the poor treatment is due to their being a member or affiliate of a protected class.

Example: A foreign born person is standing with a mixed group of 20 people and is dressed similarly. A bus drives by, and does not pick any of them up. Even though the person is part of a protected class (national origin), there is little evidence in what is presented that protected class status played a part in the pass up. This is not a civil rights complaint.

PREFERENTIAL TREATMENT DESIRED
‐ Someone is a member or affiliate of a protected class and is treated equal to those around him or her, and thinks the protected class should indicate preferential treatment. For example, a person with disabilities is sitting in a wheelchair at the bus stop in a group of 20 people. A driver pulls up and says that he can only take ten people due to overcrowding. He takes the ten people closest to the door and then shuts the door and leaves. The person left behind in the wheelchair feels that they were discriminated against, but states that many others were left behind as well due to the overcrowding. This is not a civil rights complaint.

NON‐PROTECTED CLASS – DISCRIMINATION CLAIM
‐ Someone is, or is not, a member or affiliate of a protected class and feels discriminated against for reasons not related to protected class status. For example, a man is standing at a bus stop and the bus pulls up. As the door opens, the passenger notices the driver has a bag of donuts and says “I hate donuts” to the driver. The driver shuts the door and drives away. The man feels discriminated against for hating donuts. This is not a civil rights complaint.

TITLE VI POLICY
‐ The City of Santa Monica's Big Blue Bus (BBB) is committed to ensuring that no person is excluded from participation in, or denied benefits of, its services on the basis of race, color or national origin, as protected by Title VI of the Civil Rights Act of 1964, as amended. ‐ No person or group of people will be discriminated against with regard to fares, routing, scheduling or quality of transportation service that BBB furnishes on the basis of race, color or national origin. ‐ If you believe you have been discriminated against on the basis of race, color or national origin by the City of Santa Monica's Big Blue Bus, you may file a Title VI complaint by completing and submitting the Civil

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Packet Pg. 444 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Rights Complaint form. The City of Santa Monica's Big Blue Bus investigates complaints received no more than 180 days after the alleged incident.

CIVIL RIGHTS PROCEDURE
‐ In addition to Title VI of the Civil Rights Act of 1964, BBB also prohibits discrimination based on sex, age, disability, religion, medical condition, marital status or sexual orientation. ‐ If you believe you have been discriminated against on the basis of race, color, or national origin, sex, age, disability, religion, medical condition, marital status or sexual orientation by the City of Santa Monica's Big Blue Bus you may file a Civil Rights complaint by completing and submitting the Civil Rights Complaint Form. The City of Santa Monica Big Blue Bus investigates complaints received no more than 180 days after the alleged incident.

CUSTOMER RESPONSE
Dear BBB Rider,
Big Blue Bus has a civil rights policy that ensures that no person is excluded from participation in, or denied benefits to, its services on the basis of race, color, national origin, sex, age, disability, religion, medical condition, marital status, or sexual orientation. It appears from the evidence that you provided that the issues you raised do not involve a civil rights complaint, but do in fact constitute a complaint nonetheless. Please note that Big Blue Bus will be conducting an investigation into the claims you made to determine subsequent steps.

Thank you for being a loyal Big Blue Bus customer and for the feedback provided.

Sincerely,

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Packet Pg. 445 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program)

DATE: 2/20/2018
CATEGORY: Standard Operating Procedures
SUBJECT: Processing Santa Monica Works Tickets for Bus Operator Concerns
WRITTEN BY: Kennisha Williams
What To Do When – Processing SMW Tickets for Bus Operator Concerns Background
Our operators' primary responsibility is to transport riders to their destinations in a reasonably safe, secure, and comfortable manner. Big Blue Bus strives to ensure that our customers are served well and served courteously. Occasionally, passengers encounter unpleasant experiences during their ride on BBB and leave feedback through the Santa Monica Works system. Each complaint against an operator is reviewed and taken very seriously to ensure that BBB is providing the highest quality of service for our riders.

Persons Involved
 Customer Service Assistant
o Creates SMW ticket on customer’s behalf.
 Customer Service Assistant assigned to Concerns Category o Receives notification of ticket via email.
o Runs playback to substantiate incident
o Forwards to Operations for investigation
18-001

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Packet Pg. 446 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program)

o Responds to Customer acknowledging receipt of ticket, apologizing for incident and notifying of the completion of investigation
 Operations Supervisor / Jesse Gurrola and Ricardo Juarez o Investigates the claim
o Determines if claim is an incident or non-incident
o Takes action with driver
 HR / Bridget Cade
o Receives special case tickets that violate ADA and other Civil Rights o Views DVR and awaits outcome of Operations investigation o Personally responds to customer via written letter, email, or phone conversation Steps in Process

1. Confirm/Enter the following information:
o Date
o Time
o Issue Type
 Discourteous Operator Behavior
 i.e. the driver was rude
 Unsafe Bus Operation
 i.e. the driver ran a red light
 Other
 i.e. customer paid for a day pass but received a transfer o Route number
o Operator ID
o Bus number
o Day of the week
o Direction of travel

2. Take information received from customer and plug it into Transit Master Playback (TMPB) to confirm/substantiate claim

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Packet Pg. 447 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program)

o Does the information that customer provided match what is shown in TMPB?  Yes – the incident is substantiated
 No – the incident is unsubstantiated
o Note: TMPB can also help fill in any of the aforementioned information the customer did not or could not provide

3. Once incident is substantiated, send email to customer apologizing for incident and informing him/her that the ticket has been forwarded to Operations for further review.

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Packet Pg. 448 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program)

4. Click ‘For Operations’ box

5. Click Update & Exit
o Ticket is then re-assigned to Supervisors Jesse Gurrola and Ricardo Juarez o Jesse, Ricardo, and Operations team investigates the issue which includes reviewing DVR footage and takes appropriate action with driver
 Note: Appropriate action can be that the driver was coached and counseled about the incident or the driver may receive a Record of Event (R.O.E). This internal information remains confidential and is never disclosed to the customer o Jesse or Ricardo updates internal notes of the ticket and unchecks ‘For Operations’ box to re-assign back to Customer Service

6. Connect with customer notifying him/her that investigation is complete and the appropriate action against the operator has been taken and close the ticket.

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Packet Pg. 449 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program)

6.3 Appendix C
Limited English Proficiency Plan

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Packet Pg. 450 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Limited English Proficiency Plan – BIG BLUE BUS 1
Santa Monica
Big Blue Bus
Limited English
Proficiency
Plan

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Packet Pg. 451 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Limited English Proficiency Plan – BIG BLUE BUS 2

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Packet Pg. 452 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Limited English Proficiency Plan – BIG BLUE BUS Contents i Contents
Santa Monica Big Blue Bus
Limited English Proficiency Plan . . . . . . . . . . . . . 1 Introduction.......................................................................................1 Purpose of the LEP Plan....................................................................2 Determination of Need......................................................................2 Language Assistance Plan..............................................................10

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Packet Pg. 453 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Limited
English Proficiency Plan – BIG BLUE BUS ii

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Packet Pg. 454 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) LIMITED ENGLISH PROFICIENCY PLAN – BIG BLUE BUS 1
Santa Monica
Big Blue Bus
Limited English
Proficiency Plan
Introduction
The City of Santa Monica is 8.6 square miles and is
bordegZd by the City of Los Angeles and the Pacific Ocean.

The Transit Services Division, the Big Blue Bus (BBB), is a line depart-ment of the City and has operated transit service since 1928. Transit services extend well beyond the city limits through-out the Westside of Los Angeles County
covering a reserve service area of 52 square miles. BBB is a local fixed-route transit operator serving the City of Santa Monica and ad-jacent Westside communities
including: Pacific Palisades, West Los Angeles, Brentwood, Westwood, University of Cali-fornia Los Angeles (UCLA), Cheviot Hills, South Robertson, Mid-City, Westchester,
Marina del Rey, Venice, and Playa Vista, and providing
regional connections to downtown Los Angeles, Los
Angeles International Airport, LA Metro Blue, Red, Purple, Gold, and Green Line rail stations, Union Sta-tion,
Metrolink, and Amtrak inter-city rail services.

BBB currently operates a fleet of 195 vehicles. The 20 bus routes include fixed-route local, limited-stop (Rapid), freeway express, commuter transit, and regularly-scheduled circulators that target particular community needs. There are over 1,100 bus stops in the BBB service area, including approximately 360 within the City of Santa Monica.

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Packet Pg. 455 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Limited English Proficiency Plan – BIG BLUE BUS 2
BBB provides transportation for over 70,000 passengers per day and has constant interactions with individuals with varying degrees of ability to speak and/ or understand English. For this reason, BBB has
developed this Implementation Plan for a Language
Assistance/Limited English Proficiency Plan.

Purpose of the LEP Plan
On August 11, 2000, President William J. Clinton
signed Executive Order 13166, “Improving Access to
Services for Persons with Limited English Proficiency,” which stated that recipients of Federal financial assistance must take reasonable steps to ensure
meaningful access to their programs and activities for
individuals who are limited-English proficient (LEP).

The U.S. Department of Transportation handbook,
titled “Implementing the Department of Transportation’s Policy Guidance Concerning Recipients’ Responsibilities to Limited English Proficient (LEP)
Persons: A Handbook for Public Transportation Providers (April 13, 2007)” (hereinafter “Handbook”), further expanded on the 2000 Executive Order by
stating that Title VI of the Civil Rights Act of 1964,
42 U.S.C. 2000d et seq., and its implementing regulations, provide that no person in the United States shall, on the grounds of race, color, or national origin, be excluded from participation in, be denied the benefits of, or otherwise subjected to discrimination
under any program or activity that receives Federal
financial assistance (Handbook, page 5).

The Handbook further adds that Title VI prohibits
conduct that has a disproportionate effect on LEP
persons because such conduct constitutes national
origin discrimination (Handbook, page 5).

LEP individuals, as defined by the 2010 United States
Census, are any individuals who speak a language
at home other than English as their primary language and who speak or understand English “not well” or “not at all.” Individuals who have a limited
ability to read, write, speak, or understand English
are considered LEP individuals. In Los Angeles
County, according to the 2010 U.S. Census records,
approximately 26.4 percent of the County’s residents
describe themselves as not able to communicate in
English very well. This is equivalent to 2.4 million
potential BBB passengers countywide who do not
communicate well in English.

BBB will take reasonable steps to ensure that all
persons have meaningful access to its programs,
services, and information at no additional cost. For
many LEP individuals, public transit is a principal
mode of transportation. It is therefore extremely important that BBB is able to communicate effectively with all its riders, both LEP and non-LEP individuals
alike. This provides safer, more reliable, and more
convenient and accessible service for all the agency’s
customers. For these reasons, BBB is committed to
taking the following steps to ensure meaningful access for LEP individuals to this agency’s services.

This plan will demonstrate the efforts that BBB has
undertaken to make its service as accessible as
possible to all persons irrespective of their ability
to communicate in English. Additionally, BBB welcomes any comments or suggestions that would further improve the effectiveness of this Plan and/
or our ability to communicate more effectively with
our customers.

Determination of Need
In order to develop this policy, Big Blue Bus has followed the U.S. Department of Transportation (USDOT) four-factor LEP analysis which considers the following factors:

1. The number proportion of LEP persons in the
service area who may be served or are likely to
encounter a BBB program, activity, or service.

2. The frequency with which LEP persons come
in contact with BBB programs, activities,
or services.

3. The nature and importance of programs,
activities or services provided by BBB to the
LEP population.

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Packet Pg. 456 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Limited English Proficiency Plan – BIG BLUE BUS 3

4. The resources available to BBB and overall
cost to providing LEP assistance.

This analysis helps determine whether BBB’s work
is sufficient to ensure that service is accessible to
all those who rely upon fixed-route service for their
transportation needs. This plan will also include information on future goals and tasks for BBB to pursue to improve its accessibility to LEP persons.

FACTOR 1: The Number and Proportion
of LEP Persons Served or Encountered
in BBB’s Service Area
An analysis of U.S. Census data provides a profile of
LEP individuals in Los Angeles County. This data is
used to determine the approximate number of LEP
persons age 5 years or older. Table 1 shows the number and percent of persons who speak English “less than very well,” by language spoken at home, and
who are age five and older in Los Angeles County.

As indicated, 43.0 percent of the population speaks
only English, while 26.4 percent of the population is
considered limited English proficient. The remaining 36.4% speaks another language and English “very well.”
The most commonly encountered LEP persons in the
BBB service area speak Spanish. Spanish speakers
represent 39.5 percent of the total population of Los
Angeles County. 18.2 percent of the residents of Los
Angeles County are Spanish-speaking and limited
English proficient.

Because Spanish is the most commonly spoken
language (outside of English) used in Los Angeles
County, BBB has developed much of its public literature to be printed in English and Spanish. BBB has also worked to hire individuals for the Transit
Store who are capable of communicating effectively
in both English and Spanish.

8.2 percent of the total population of Los Angeles County is limited English proficient and speaks neither English nor Spanish. The most commonly
spoken languages after English and Spanish are:

Chinese (3.9%), Tagalog (2.4%), Korean (2.0%), and
Armenian (2.0%).

Language Estimate % of Total Population
over 5 yrs old
Total 9,240,851 100%
Speak only English 3,977,701 43.04%
Speak another language and English “very well” 2,825,094 30.58% Speak English “less than very well” 2,438,056 26.38%
Spanish or Spanish Creole 3,651,208 39.51%
Speak English “very well” 1,966,044 21.28%
Speak English “less than very well” 1,685,164 18.24%
French 41,043 0.44%
Speak English “very well” 34,564 0.37%
Speak English “less than very well” 6,479 0.07%
Table 1: Language Spoken at Home by Ability to Speak English for Population 5 Years and Over

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Packet Pg. 457 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Limited English Proficiency Plan – BIG BLUE BUS 4
Language Estimate % of Total Population
over 5 yrs old
French Creole 3,027 0.03%
Speak English “very well” 2,697 0.03%
Speak English “less than very well” 330 0.00%
Italian 14,833 0.16%
Speak English “very well” 11,684 0.13%
Speak English “less than very well” 3,149 0.03%
Portuguese or Portuguese Creole 12,217 0.13%
Speak English “very well” 9,686 0.10%
Speak English “less than very well” 2,531 0.03%
German 23,351 0.25%
Speak English “very well” 20,302 0.22%
Speak English “less than very well” 3,049 0.03%
Yiddish 2,890 0.03%
Speak English “very well” 2,453 0.03%
Speak English “less than very well” 437 0.00%
Other West Germanic languages 5,751 0.06%
Speak English “very well” 4,593 0.05%
Speak English “less than very well” 1,158 0.01%
Scandinavian languages 4,777 0.05%
Speak English “very well” 4,119 0.04%
Speak English “less than very well” 658 0.01%
Greek 5,900 0.06%
Speak English “very well” 3,670 0.04%
Speak English “less than very well” 2,230 0.02%
Russian 49,168 0.53%
Speak English “very well” 22,401 0.24%
Speak English “less than very well” 26,767 0.29%
Polish 6,579 0.07%
Speak English “very well” 4,888 0.05%
Speak English “less than very well” 1,691 0.02%
Serbo-Croatian 6,744 0.07%
Speak English “very well” 5,848 0.06%
Speak English “less than very well” 896 0.01%
Other Slavic languages 6,184 0.07%
Speak English “very well” 4,449 0.05%
Speak English “less than very well” 1,735 0.02%
Armenian 179,073 1.94%
Speak English “very well” 88,939 0.96%
Speak English “less than very well” 90,134 0.98%

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Packet Pg. 458 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Limited English Proficiency Plan – BIG BLUE BUS 5
Language Estimate % of Total Population
over 5 yrs old
Persian 75,700 0.82%
Speak English “very well” 46,416 0.50%
Speak English “less than very well” 29,284 0.32%
Gujarati 12,660 0.14%
Speak English “very well” 8,714 0.09%
Speak English “less than very well” 3,946 0.04%
Hindi 20,849 0.23%
Speak English “very well” 16,504 0.18%
Speak English “less than very well” 4,345 0.05%
Urdu 10,602 0.11%
Speak English “very well” 6,647 0.07%
Speak English “less than very well” 3,955 0.04%
Other Indic languages 25,037 0.27%
Speak English “very well” 13,916 0.15%
Speak English “less than very well” 11,121 0.12%
Other Indo-European languages 12,880 0.14%
Speak English “very well” 7,889 0.09%
Speak English “less than very well” 4,991 0.05%
Chinese 355,907 3.85%
Speak English “very well” 142,941 1.55%
Speak English “less than very well” 212,966 2.30%
Japanese 53,725 0.58%
Speak English “very well” 27,670 0.30%
Speak English “less than very well” 26,055 0.28%
Korean 183,117 1.98%
Speak English “very well” 72,116 0.78%
Speak English “less than very well” 111,001 1.20%
Mon-Khmer, Cambodian 30,372 0.33%
Speak English “very well” 12,124 0.13%
Speak English “less than very well” 18,248 0.20%
Hmong 1,380 0.01%
Speak English “very well” 988 0.01%
Speak English “less than very well” 392 0.00%
Thai 23,817 0.26%
Speak English “very well” 8,128 0.09%
Speak English “less than very well” 15,689 0.17%
Laotian 4,142 0.04%
Speak English “very well” 2,105 0.02%
Speak English “less than very well” 2,037 0.02%

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Packet Pg. 459 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Limited English Proficiency Plan – BIG BLUE BUS 6
Language Estimate % of Total Population
over 5 yrs old
Vietnamese 76,387 0.83%
Speak English “very well” 29,321 0.32%
Speak English “less than very well” 47,066 0.51%
Other Asian languages 24,074 0.26%
Speak English “very well” 15,209 0.16%
Speak English “less than very well” 8,865 0.10%
Tagalog 224,629 2.43%
Speak English “very well” 148,856 1.61%
Speak English “less than very well” 75,773 0.82%
Other Pacific Island languages 24,993 0.27%
Speak English “very well” 17,785 0.19%
Speak English “less than very well” 7,208 0.08%
Navajo 36 0.00%
Speak English “very well” 0 0.00%
Speak English “less than very well” 36 0.00%
Other Native North American languages 424 0.00%
Speak English “very well” 404 0.00%
Speak English “less than very well” 20 0.00%
Hungarian 6,220 0.07%
Speak English “very well” 3,822 0.04%
Speak English “less than very well” 2,398 0.03%
Arabic 38,866 0.42%
Speak English “very well” 23,870 0.26%
Speak English “less than very well” 14,996 0.16%
Hebrew 21,907 0.24%
Speak English “very well” 17,604 0.19%
Speak English “less than very well” 4,303 0.05%
African languages 17,496 0.19%
Speak English “very well” 12,966 0.14%
Speak English “less than very well” 4,530 0.05%
Other unspecified languages 5,185 0.06%
Speak English “very well” 2,762 0.03%
Speak English “less than very well” 2,423 0.03%

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Packet Pg. 460 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Limited English Proficiency Plan – BIG BLUE BUS 7
In order to ensure that LEP populations have sufficient access to BBB’s transit systems, it is important to determine where LEP populations are located and
concentrated. Identifying census tracts where the
proportion of LEP persons exceeds the proportion
of LEP persons in the population as a whole is an
important part of this analysis. Figure 1, attached at
the end of the document, shows the concentration of
LEP populations in the census tracts served by Big
Blue Bus, indicating that BBB adequately serves all
areas of high LEP concentrations.

FACTOR 2: Frequency of
Contact of LEP Individuals
With BBB’s Programs,
Activities, and Services
The Federal guidance for this factor recommends
that agencies should, as accurately as possible,
assess the frequency with which they have contact
with LEP individuals from different language groups.

The idea is that the more frequent the contact with a
particular LEP language group, the more likely enhanced services will be needed. In the case of Big Blue Bus, such in-person contact may take place by
an LEP individual telephoning the customer service
center or by interacting with a motor coach operator
or Transit Store personnel.

In August 2013, an LEP survey was distributed to
BBB bus drivers and customer representatives in
order to obtain information about frequency of contact with LEP individuals. Of the total 33 surveys sent, 27 were completed by bus drivers, and 6 were
completed by customer representatives for a 100
percent response rate.

Following are the highlights of the survey results:
• On average, staff assist LEP customers on a daily basis, with a range of 5 to 100 times per week. • Spanish was reported as being by far the most
frequent language encountered by staff. 32 of 33
respondents stated Spanish as the most frequent
language they encounter. Every three years a
Line by Line analysis is completed that includes
gathering demographic information on riders.

The last Line by Line completed in 2011 shows
that 35 percent of riders identify as Hispanic.
• Farsi is the language encountered second most
regularly and was reported as being encountered
up to 80 times in one week. Although Persians
comprise less than one percent of the Los Angeles County population, they are concentrated more heavily within Santa Monica.
• Korean, Japanese, Chinese, and Armenian were
reported as being encountered with a frequency
of an average of 5 times per week.
• French, Italian, Arabic, Vietnamese, Russian,
and Tagalog were reported as being encountered, but with little frequency. • 58 percent of respondents reported that they
are able to speak another language, and 52 percent of respondents are qualified to translate another language. Reported languages spoken
by staff are: Spanish, Farsi, Tagalog, Korean,
and Malayalam.

As demonstrated by the survey results, BBB bus
drivers and customer service representatives have
frequent contact with LEP individuals. These staff
members take several steps to ensure LEP individuals receive high-quality service. Bus drivers try their best to communicate with LEP individuals by using
maps or sign language. They frequently ask other
passengers on the bus for assistance with specific
languages. Customer service representatives treat
customers of all languages with the same attention
and care and do their best to direct LEP individuals
to representatives who speak their language.

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Packet Pg. 461 Attachment: Big Blue Bus_Title VI Report_9.26.22 draft FINAL [Revision 2] (5363 : Adoption of Title VI Program) Limited English Proficiency Plan – BIG BLUE BUS 8
FACTOR 3: The Nature or Importance
of BBB Services, Programs, or
Activities Provided to LEP Individuals
A LEP person’s inability to effectively use public
transportation may adversely affect his or her ability
to obtain health care, education, or access to employment. While public transit is not an essential service, such as police, fire, and medical emergency
service, public transit is a key means of achieving
mobility for many LEP persons.

According to the 2011 American Community Survey
data, in Los Angeles County 13.8 percent of LEP persons aged 16 years or older claimed public transit as their primary means of transportation to work,
compared with 4.2 percent of English speakers.

Recent immigrants to the United States use public
transit at higher rates than native-born adults, regardless of their English proficiency. Therefore, LEP persons generally rely more heavily on public transit
as their primary means of transportation than the
general population.

Language Spoken Population Percent of
Working
Population
Percent of Population
that Takes Public
Transportation
Public transportation 314,747 7.31% 100.00%
Speak only English 76,052 1.77% 24.16%
Speak Spanish: 203,085 4.72% 64.52%
Speak English “very well” 55,656 1.29% 17.68%
Speak English “less than very well” 147,429 3.43% 46.84% Speak other languages: 35,610 0.83% 11.31%
Speak English “very well” 44,929 1.04% 14.27%
Speak English “less than very well” 47,482 1.10% 15.09% Table 2 – Those Who Take Public Transportation to Work by Ability to Speak English Table 3 – Means of Transportation to Work by Ability to Speak English Mode to Work English-SpeakingPercent of English SpeakersLEP Population Percent of LEP Population
Total population 1,826,767 100.00% 1,200,337 100.00%
Car, truck, or van 1,550,841 84.90% 911,154 75.91%
Public transportation 76,052 4.16% 166,118 13.84%
Walked 46,791 2.56% 42,768 3.56%
Taxicab, motorcycle,
bicycle, etc… 37,252 2.04% 29,110 2.43%
Worked at home 115,831 6.34% 51,187 4.26%

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FACTOR 4: The Resources Available to
BBB And The Costs of Providing LEP
Assistance
BBB is committed to ensuring that resources are
used to reduce the barriers that limit access to its
information and services by LEP persons.

Current language assistance measures
used by BBB:

1. Four of the six Customer Service staff members are bi-lingual in English and Spanish.

They are certified by way of a language test and
are well-equipped to help LEP customers.

2. BBB offers translators at various community
meetings held throughout the year.

3. Telephone access offers connections to a
Spanish-speaking representative during normal business hours.

4. Voice announcements regarding safety policies
on the bus are spoken in English and Spanish.

5. Schedules, service change announcements,
and interior cards containing fare and safety
policies are printed in both English and Spanish. Additional materials are translated upon request.

Community Outreach

1. BBB works actively with community groups,
centers for individuals with disabilities, Senior
Centers, and other organizations where participants may benefit from fixed-route transportation services.

2. Staff members attend meetings to provide
detailed information about BBB and answer
questions from the public at identified community outreach locations.

3. Community outreach locations include:
a. City of Santa Monica Main Library
b. Ken Edwards Center
c. UCLA Ackerman Student Union
d. Santa Monica College
e. Neighborhood associations
f. Seniors and Disability Commissions
g. Cinco de Mayo Festival
h. Alt Car Expo
i. SM Festival
j. Special outreach at high volume transfer
points, for example, Pico Rimpau Center
k. Two Hispanic stores that sell fare media for
BBB – Envios Montalban and Chita Store
BBB is committed to improving LEP access to information and services. A Transit Community Relations Coordinator staff person working in the Government

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and Community Relations Division has responsibility
over translation services and oversees the portion of
the budget dedicated to translation of communications. Additionally, the Government and Community Relations Division recommended that the Operations
Division include provision of services to LEP patrons
as part of their bus operator training. The Operations
Division is in the process of reviewing options for the best way an operator can assist LEP patrons in order
to develop a training module. The Government and
Community Relations Division is also reviewing options on how to best assist LEP patrons who do not speak English or Spanish and the best ways to train
Customer Service staff to assist these customers.

Language Assistance Plan
In developing a Limited English Proficiency Plan,
FTA guidance recommends the implementation of a
Language Assistance Plan, which includes the following five elements:
• Identifying LEP individuals who need language assistance. • Providing language assistance measures.
• Training staff.
• Providing notice to LEP persons of available
non-English assistance.
• Monitoring and updating the LEP Plan.
1) Identifying LEP Individuals Who
Need Language Assistance
DOT Guidance: “There should be an assessment of
the number or proportion of LEP individuals eligible
to be served or encountered and the frequency of
encounters pursuant to the first two factors in the
four-factor analysis.”
The analysis under Factors 1 and 2 found that roughly

2.4 million LEP persons reside in Los Angeles County,
comprising 26.4 percent of the population.

81.8 percent of all residents speak either English or
Spanish. Therefore, BBB publishes important public
documentation in English and Spanish to address
the community need.
2) Providing Language
Assistance Measures
DOT Guidance: “An effective LEP plan would likely
include information about the ways in which language assistance will be provided.” As noted under Factor 4, BBB has many systems in
place to provide LEP persons with non-English assistance. To reiterate, BBB offers translation services, Spanish-speaking customer representatives, written materials printed in Spanish, and safety
policy announcements in Spanish.

BBB is in the process of creating a new web site featuring some key information translated to Spanish and informing customers that translation services
are available. More information in Spanish will be
available as the web site is updated in the future.

BBB will ensure that marketing materials for upcoming projects are printed in both English and Spanish.

On on-board printed materials with pertinent rider
information, BBB will post information in English,
Spanish, Farsi, Korean, Japanese, Chinese, and Armenian directing riders to a phone number whereby they can seek additional assistance with the language of their choice.

In order to ensure that it best serves the needs of
its LEP patrons, BBB will research language access
services provided by other public agencies.
3) Training Staff
DOT Guidance: “Staff members should know their obligations to provide meaningful access to information and services for LEP persons. An effective LEP plan
would ensure that staff knows about LEP policies and
procedures and that staff having contact with the public is trained to work effectively with interpreters.”

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BBB will implement this element of the Language
Assistance Plan by (1) identifying agency staff likely
to come into contact with LEP individuals; (2) identifying existing staff training opportunities and providing regular re-training for staff for dealing with LEP individual needs; and (3) designing and implementing LEP training for agency staff.

Customer Service Staff have been trained on how
to handle LEP customers, and Spanish-speaking
customer service representatives are available
via phone or at the counter when the store is open
for business.
4) Providing Notice to LEP Persons
DOT Guidance: “Once an agency has decided, based
on the four factors, that it will provide language services, it is important that the recipient notify LEP persons of services available free of charge.”
BBB can notify LEP persons by posting signs in intake areas or entry points, stating in outreach documents that language services are available, and using an automated telephone voice mail system with different language options.

BBB currently notifies LEP persons about existing
services through community outreach efforts. BBB
staff brings Spanish-speaking representatives when
they present at schools, festivals, libraries, and cultural centers about BBB’s service offerings. 5) Monitoring and Updating
the LEP Plan
DOT Guidance: “Recipients should, where appropriate,
have a process for determining, on an ongoing basis,
whether new documents, programs, services, and activities need to be made accessible for LEP individuals, and they may want to provide notice of any changes in
services to the LEP public and to employees.”
The BBB LEP Plan will need to be updated at the
very latest once every three years upon updates to
the existing census records for Los Angeles County.

In order to evaluate the effectiveness of the LEP Plan, BBB will closely monitor the activity and experience of LEP patrons. BBB will track both call-in and walk-in patrons to determine the number of patrons
requiring referrals to outside translation services.

BBB will continue to evaluate complaints regarding
language access and ensure that the Government
and Community Relations Manager receives these
complaints. Finally, BBB will monitor traffic to the
Spanish language web page and feedback about its
effectiveness. Closely examining all these factors
will allow BBB to ensure it provides the best service
possible to LEP patrons.

BBB understands the value that fixed-route service
can play in the lives of individuals who rely on this
service. Therefore, management is open to suggestions from customers of the service, BBB staff, other transportation agencies, and the general public.

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a BBB Route passing within 1/2 mile
of any part of a tract.

Census Tracts Where the LEPPopulation is Above the
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Source: Census 2011 ACS 5-year SurveyOn Average, 22.0% of the Population residing in the Big Blue Bus Service Area* exhibits
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Map 1: Population Exhibiting Limited English Proficiency

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6.4 Appendix D
Demographic Maps
 Minority Population by Census Block Group. Highlights all block groups where the minority population percentage is higher than the service area average of 40.9%
 Low-Income Population by Census Block Group. Highlights all block groups where the low-income population is higher than the service area average of

28.6%
 Limited English Household by Census Block Group. Highlights all tracts where the percentage of limited English households is higher than the service area average of 11.1%

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6.5 Appendix E
Big Blue Bus Service, Design, Performance, and Evaluation Guidelines

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Service, Design, Performance, and
Evaluation Guidelines
October 9, 2018

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6.6 Appendix F
Big Blue Bus Title VI Standards and Polices

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Title VI Standards and Policies

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Table of Contents
Overview ............................................................................................................................................................................. 2 Service Design .................................................................................................................................................................. 2 Service Standards and Policies ................................................................................................................................... 3 Vehicle Load ................................................................................................................................................................. 3 Vehicle Headway ......................................................................................................................................................... 4 On-time Performance ............................................................................................................................................... 4 Service Availability ...................................................................................................................................................... 5 Transit Amenities ........................................................................................................................................................ 5 Vehicle Assignment ................................................................................................................................................... 6 Monitoring Transit Service .......................................................................................................................................... 7 Service and Fare Equity Policies................................................................................................................................. 8 Major Service Change Policy .................................................................................................................................. 8 Disparate Impact Policy ............................................................................................................................................ 9 Disproportionate Burden Policy ............................................................................................................................ 9 Public Input & Review ................................................................................................................................................... 9 Conclusion ...................................................................................................................................................................... 11

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Overview
Big Blue Bus is the primary transit provider for the City of Santa Monica and surrounding Westside region, providing Local and Rapid service to major destinations including UCLA, the Rimpau Transit Center, the Culver City Expo Line station, the Wilshire/Western Purple Line station, the Aviation/LAX Green Line station, and downtown Los Angeles.

Big Blue Bus operates more than 50 fixed-route peak vehicles and is located in an urbanized area of more than 200,000 people and is therefore subject to the requirements set forth in the Federal Transit Administration’s (FTA) Circular 4702.1B.

Pursuant to the requirements of FTA C 4702.1B, Big Blue Bus must establish and monitor system performance under quantitative service standards and qualitative service policies. In addition, Big Blue Bus must establish service and fare equity policies to evaluate the impacts of a major service change on minority and low-income populations.

Every three years, Big Blue Bus submits a Title VI Program to the FTA documenting compliance with the established Title VI requirements. In accordance with this submittal, Big Blue Bus will monitor and evaluate system performance relative to the service standards and policies, contained herein, no less than every three years.

Service Design
Big Blue Bus fixed-route services are grouped into three service categories for the purposes of setting service standards and policies. The majority of these services are Local routes, which operate on a set schedule and make frequent local stops. Big Blue Bus also operates several Rapid routes (limited-stop or express) with fewer stops and higher speeds. Lastly, Big Blue Bus operates limited Commuter routes, which supplement the other two services by providing service during the peak periods.

Service categories may have different standards and expectations based on the types of markets served and the operating protocols required. Wherever necessary, the service standards are shown by service category.

Big Blue bus is committed to the enforcement of USDOT’s Title VI regulations, which state that no person or group of persons shall be discriminated against with regard to the routing, scheduling, or quality of transit service on the basis of race, color, or national origin.

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*Bus routes are current as of 2018
Service Standards and Policies
The FTA requires that all fixed-route transit providers develop service standards and policies to provide a context for the monitoring and assessment of transit service. These standards and policies are used to compare the services provided in minority areas with the services provided in non-minority areas. Service standards and polices include:
 Service Standards
o Vehicle Load
o Vehicle Headway
o On-time Performance
o Service Availability
 Service Policies
o Transit Amenities
o Vehicle Assignments
Vehicle Load
Vehicle load is the ratio of passengers to the number of seats on a vehicle, relative to the vehicle’s maximum load point. For example, on a 40 seat bus, a vehicle load of 1.5 or 150% means all seats are filled and there are 20 standees.

Vehicle overcrowding is dependent upon ridership activity and the seating capacity of each vehicle assigned to the route. Big Blue Bus operates three vehicle sub-groups each with varying capacities. To account for the difference in seating, the vehicle load will be measured as an average from the maximum load point.

Service Category Network Role Bus Routes*
Rapid Provides high-frequency, limited-stop service
between Santa Monica and neighboring
destinations of strong regional importance.

R3, R7, R10, R12, R20
Local Serves the greater Santa Monica area, providing
service along major and secondary corridors and
serving larger local destinations and intermodal
connections.
1, 2, 3, 4, 5, 7, 8, 9, 12,
14, 41, 44
Commuter Augments the local network with additional
peak hour service to key destinations.
6, 13

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Vehicle Load Standard
Service Category Maximum Load Standard
Rapid (non-freeway), Local, Commuter Maximum of 150% or more of the seated capacity at the maximum load point on all trips
Rapid (on-freeway) Maximum of 100% or more of the seated capacity at the maximum load point on all trips
 Vehicle load standards are consistent for the peak and off-peak periods Vehicle Headway
Vehicle headway is defined as the amount of scheduled time between two vehicles traveling in the same direction on the same route.

Vehicle headways determine how long customers must wait for bus service. Higher frequencies result in reduced wait times, which make the service more attractive to potential riders. At the same time, higher frequencies can significantly increase costs by requiring additional buses and drivers. Frequent service, which enables customers to use the service “spontaneously” without consulting the bus schedule, is defined as 15 minute headways or better.

Vehicle Headway Standard
Service Category Maximum Headway Standard
Rapid 15 minute service or better throughout the day*
Local 30 minute service or better throughout the day
Local on Rapid Corridor 20 minute service or better throughout the day Commuter Per trip basis
* Rapid (on-freeway) service may operate less frequently during the off-peak period  Whenever possible, Rapid services should operate more frequently than Local service on the same corridor, to allow maximum customer convenience and greater access to the faster, more efficient service option
 Local service on major corridors, especially those without Rapid service, may warrant more frequent service of 15 minutes or better
 Commuter service is tailored to ridership activity and may have inconsistent headways On-time Performance
On-time performance is a measure of service reliability that determines the percentage of buses that arrive or depart within a certain amount of time before or after the published schedule. Ontime performance reflects the quality of service and influences a customer’s choice to use transit.

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On-time Performance Standard
A vehicle is considered on-time if it runs no more than one (1) minute early and no more than five (5) minutes late compared to the scheduled time at each timepoint. Early arrivals at the final timepoint will be considered on-time.

Big Blue Bus maintains a systemwide on-time performance goal of eighty-five percent (85%) ontime, which allows for some level of service variability while maintaining the reasonable expectation of reliability for customers.

Service Availability
Service availability is a measure of transit accessibility based on the distribution of routes and the placement of stops within a transit provider’s service area. Stops spaced further apart allow for faster bus speeds and reduce customer travel times but also require customers to walk further to access the service. Stop spacing standards differ by service category.

Service Availability Standard
Rapid Service Stop Spacing
Rapid bus routes on corridors also served by Local routes should have stops spaced a minimum of 2,640 feet (1/2 mile) apart, and should be placed at major destinations, intersections, and transfer points. Rapid stop placement should be determined based on overall spacing as well as ridership demand.

Local Service Stop Spacing
For Local services, stop spacing from 1,000 feet up 1,300 feet (1/4 mile) is desirable. Local stops on major arterial streets risk introducing unnecessary delay if stops are spaced closer than 1,000 feet. Existing stops with continuously low usage will be subject to review for consolidation with other stops or removal in order to increase service speed and reliability.

Commuter Service Stop Spacing
Commuter services may use either Local or Rapid stop spacing patterns depending on the type of service, passenger needs, and areas served.

Transit Amenities
Transit amenities refer to items of comfort, convenience, and safety that are available to transit passengers. These items include, but are not limited to, shelters, seating, signage, and trash receptacles. Transit amenities must be equitably distributed on a systemwide basis.

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Transit Amenities Policy
Big Blue Bus has significant authority over bus stop improvements and amenities within the City of Santa Monica. Bus stops located in neighboring cities and jurisdictions may be subject to external policies. Transit amenities will be allocated based on ridership activity (total number of average daily boardings) and will be equitably distributed to reflect the systemwide demographics of Big Blue Bus. Ridership activity levels are classified as follows:

Average Daily Boardings Bus Stop Category Amenities Provided 49 or less Low Volume Public information kiosk
50-99 Medium Volume Above plus shelter and seat
100-999 High Volume Above plus real time signage
1,000 or more Very High Volume Above plus multiple shelters or extra-large shelter
Vehicle Assignment
Vehicle assignment refers to the process by which transit vehicles are placed into service. Big Blue Bus presently maintains a fixed-route fleet with three vehicle sub-groups: articulated 60-foot motor coaches, 40-foot motor coaches, and 32-foot motor coaches. All vehicles are maintained and operate from a single depot.

Vehicle Assignment Policy
Vehicles are assigned based on service category and vehicle capacity. Vehicle assignments are as follows:

Articulated 60-foot Motor Coaches
The articulated 60-foot coaches are assigned to Rapid services that have higher ridership activity.

Given that there are not enough articulated buses to supply all of the assignments for Rapid service, some 40-foot coaches are also assigned to Rapid service. Rapid routes with the highest average passenger loads are assigned the 60-foot articulated coaches due to the greater seating capacity. Within Rapid service, buses are assigned among routes to maintain fleets on each route with an average age that does not exceed the systemwide average. 40-foot Motor Coaches
The 40-foot motor coaches make up over half of the Big Blue Bus fleet. These buses are primarily assigned to Local service, as well as to some Rapid service as noted above. Within routes with 40- foot bus assignments, buses are assigned among routes to maintain fleets on each route with an average age that does not exceed the systemwide average.

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32-foot or smaller Motor Coaches
The 32-foot or smaller motor coaches are assigned to routes with lower ridership activity and/or to routes that use local streets. Some of the 32-foot coaches may also be assigned to routes that primarily use 40-foot coaches, specifically at times when ridership is expected to be light, such as nights or weekends. Within routes with a mix of 40-foot and 32-foot bus assignments, buses are assigned among routes to maintain fleets on each route with an average age that does not exceed the systemwide average.

The low number of vehicles in the 32-foot or smaller sub-group, and the propensity to replace the whole fleet at once, means that there is less opportunity to assign a variety of vehicles in order to maintain fleets on each route with an average age that does not exceed the systemwide average. Buses on routes with exclusive use of 32-foot or smaller motor coaches are currently younger than the systemwide average and will age on that route until they are replaced with new vehicles, or until the sub-group is large enough to enforce an average age policy.

Monitoring Transit Service
Big Blue Bus will monitor and evaluate transit performance relative to the service standards and policies, contained above, no less than every three years.

Big Blue Bus will use the FTA minority transit route definition to implement this monitoring program. A minority transit route is one in which at least one-third of the revenue miles are located in a Census block or Census block group where the minority population percentage exceeds average minority population in the Big Blue Bus service area. This method of analysis may be supplemented with on-board passenger survey data, as available, to adjust route designations accordingly.

Santa Monica City CouncilOctober 25, 2022

Santa Monica City Council
October 25, 2022