City of Santa Monica
City Council Meeting
AGENDA
PHIL BROCK
MAYOR
GLEAM DAVIS LANA NEGRETE
COUNCILMEMBER MAYOR PRO TEM
CHRISTINE PARRA CAROLINE TOROSIS
COUNCILMEMBER COUNCILMEMBER
JESSE ZWICK OSCAR DE LA TORRE
COUNCILMEMBER COUNCILMEMBER
DAVID WHITE
CITY MANAGER
DOUGLAS SLOAN
CITY ATTORNEY
NIKIMA NEWSOME
CITY CLERK
STANDARDS OF BEHAVIOR THAT PROMOTE CIVILITY AT ALL PUBLIC MEETINGS:
• Treat everyone courteously; • Embrace respectful disagreement and dissent as democratic rights, inherent components of an inclusive
public process, and tools for forging sound decisions
• Hate has no place in Santa Monica. The City opposes
abusive or threatening hate speech, intolerance, or
dehumanization, and supports basic civil respect and
human decency.
• Listen to others respectfully;
• Exercise self-control;
• Give open-minded consideration
to all viewpoints;
• Focus on the issues and avoid
personalizing debate;
Regular 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: 11/4/2024 1:02 PM Page 2
RULES OF ORDER FOR THE CONDUCT OF CITY COUNCIL MEETINGS (Resolution No.11585(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 by 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 15-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.
Levine Act Disclosure. Pursuant to the Levine Act (Govt Code Section 84308), any party to a permit, license, contract, or other entitlement before the Council is required to disclose on the record any contribution, including aggregated contributions, of more than $250 made by the party or the party's agents within the preceding 12 months to any City official. Participants and agents are requested to make this disclosure as well. The disclosure must include the name of the party, participant, or agent, and any other person making the contribution; the name of the recipient, the amount of the contribution, and the date the contribution was made. Information regarding the Levine Act can be found here or you can contact the FPPC.
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. Special Agenda Items (City Manager’s Report,
Presentations, etc.).
4. Closed Session.
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: 11/4/2024 1:02 PM Page 3
AGENDAS
CITY OF SANTA MONICA
REGULAR MEETING
CITY HALL COUNCIL CHAMBERS
1685 MAIN STREET, ROOM 250,
TUESDAY, OCTOBER 22, 2024
MEETING BEGINS AT 5:30 PM
HOW TO PROVIDE WRITTEN 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
Levine Act Disclosure. Pursuant to the Levine Act (Govt Code Section 84308), any party to a permit, license, contract, or other entitlement before the Council is required to disclose on the record any contribution, including aggregated contributions, of more than $250 made by the party or the party's agents within the preceding 12 months to any City official.
Participants and agents are requested to make this disclosure as well. The disclosure must include the name of the party, participant, or agent, and any other person making the contribution; the name of the recipient, the amount of the contribution, and the date the contribution was made. Information regarding the Levine Act can be found here or you can contact the FPPC.
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.)
1.A. Written Comments
2. PUBLIC INPUT (AGENDA ITEMS UNDER CLOSED SESSION, SPECIAL AGENDA
ITEMS, CONSENT CALENDAR ONLY)
3. SPECIAL AGENDA ITEMS
City of Santa Monica Generated: 11/4/2024 1:02 PM Page 4
3.A. Commendation: Stephanie Inouye, Trevor Nichols & Jeff Jarow
3.B. Commendation: Ye Olde King's Head
3.C. Commendation: Cirque du Soleil
3.D. City Manager Report
4. CLOSED SESSIONS
4.A. Conference with legal counsel - existing litigation - Gov. Code § 54956.9(d)(1):
Lucinda Manera v. City of Santa Monica; LASC Case No. 21STCV43159 - New Item Received. 10/17/2024
4.B. Conference with legal counsel - existing litigation - Gov. Code § 54956.9(d)(1):
Elroy W. McCrary, Jr. v. City of Santa Monica, et al.; LASC Case No. 23SMCV03343 - New Item Received. 10/17/2024
4.C. Conference with real estate negotiator - Gov. Code § 54956.8: properties: 1030 Olympic Blvd and 1713 11th Street; owner of record: BB LAND Company; City Negotiators: Heather Averick, Director of Housing and Human Services, and Natalie Verlinich, Housing Manager; owner negotiators: Diane Cabo, Broker for Seller; under negotiation: price and terms of payment for sale or option - New Item Received. 10/17/2024
The following is the order of business for items to be heard no earlier than 7:00 p.m.
5. CONSENT CALENDAR
(All items will be considered and approved in one motion unless removed by a Councilmember for discussion. In accordance with Charter section 615, the adoption of all ordinances and resolutions shall be by reading of title only unless a Councilmember present dissents. No public discussion is permitted on ordinances for second reading and adoption.)
5.A. Adoption of Resolutions Approving Historic Property Preservation Agreements (Mills Act Contracts)
Recommended Action
Staff recommends that the City Council
1. Adopt a finding of categorical exemption pursuant to Section 15331 of the California Environmental Quality Act (CEQA) Guidelines.
2. Adopt the attached Resolution authorizing the City Manager to execute Historic Property Preservation Agreement (Mills Act Contract) between the City of Santa Monica and the owners of City-designated historic resources located at: 518 Adelaide Drive, 1401 Palisades Beach Road, 1132 Princeton Street, and 1138 Princeton Street.
5.B. Award American Water Chemicals, Inc. a Purchase Order for Water Treatment Antiscalants and Cleaning Chemicals
City of Santa Monica Generated: 11/4/2024 1:02 PM Page 5 Recommended Action
Staff recommends that the City Council:
1. Adopt a finding of categorical exemption pursuant to Section 15301 (Existing Facilities) of the California Environmental Quality Act (CEQA) Guidelines; and
2. Authorize the Procurement Manager to issue a purchase order with American Water Chemicals, Inc. to provide antiscalant and cleaning chemicals at the Arcadia Water Treatment Plant for the Public Works Department – Water Resources Division. The recommended award is made as an exception to the competitive bidding process pursuant to Section 2.24.250 (b) and is for a total amount not to exceed $2,920,000 over a five-year period with future year funding contingent on Council budget approval.
5.C. Award Purchase Order to Allied Network Solutions, Inc. for Adobe Software Subscription Licenses
Recommended Action
Staff recommends that the City Council:
1. Adopt a finding of no possibility of significant effect pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental Quality Act (CEQA) Guidelines;
2. Authorize the Procurement Manager to issue a purchase order with Allied Network Solutions, Inc. (ANS) for Adobe Software subscription licenses for the Information Services Department. This recommended award is made as an exception to the competitive bidding process pursuant to Section 2.24.250 (c) and is for a total amount not to exceed $446,895 over a three-year period (including a $58,293 contingency) with future year funding contingent on Council budget approval.
5.D. Award Purchase Orders for Sweeper and Electric Rear Loader City of Santa Monica Generated: 11/4/2024 1:02 PM Page 6 Recommended Action
Staff recommends that the City Council:
1. Adopt a finding of Categorical Exemption pursuant to Section 15302 (Replacement or Reconstruction) of the California Environmental Quality Act (CEQA) guidelines;
2. Authorize the Procurement Manager to issue a purchase order with Municipal Maintenance Equipment (“MME”), a California-based company, for the purchase of one Ravo Diesel R5-iSeries sweeper for the Public Works Department, Beach Maintenance Division. This recommended award is made as an exception to the competitive bidding process pursuant to Section
2.24.250 (c) and is for a total amount not to exceed $401,378;
3. Authorize the Procurement Manager to issue a purchase order with Los Angeles Truck Center, LLC, a California-based company (“Los Angeles Truck Center”), for the purchase of one battery electric (“BEV”) Rear Loader Truck for the Public Works Department, Resource Recovery and Recycling Division.
This recommended award is made as an exception to the competitive bidding process pursuant to Section 2.24.250 (c) and is for a total amount not to exceed $771,767; and
4. Authorize budget amendment as outlined in the Financial Impacts & Budget Actions section of this report (requires 5 votes).
5.E. Approval of Implementation of Phase 2 of the Digital Wayfinding and Out-ofHome Advertising Kiosk Program Recommended Action
Staff recommends that the City Council:
1. Adopt a finding of Categorical Exemption pursuant to Sections 15303 (New Construction or Conversion of Small Structures) and 15311 (Accessory Structures) of the California Environmental Quality Act (CEQA) Guidelines in accordance with the Environmental Review section of this report; and
2. Authorize deployment of Phase 2 of the digital wayfinding and out-of-home advertising kiosk network.
5.F. City Council - Special Meeting - Oct 8, 2024 4:30 PM
5.G. City Council - Regular Meeting - Oct 8, 2024 5:30 PM
5.H. City Council - Regular Meeting - Mar 19, 2024 5:30 PM - New Item Received. 10/17/2024
5.I. Adoption of Resolution Authorizing Receipt of State of California Proposition 47 Grant Funds and Authorization of City Manager to Execute All Necessary Associated Documents - New Item Received. 10/17/2024
Recommended Action
Staff recommends that the City Council:
1. Adopt a finding of no possibility of significant effect pursuant to Sections 15061(b)(3) (Common Sense Exemption) and 15303 (New Construction and Conversion of Small Structures) of the California Environmental Quality Act (CEQA) Guidelines.
City of Santa Monica Generated: 11/4/2024 1:02 PM Page 7
2. Adopt the attached resolution authorizing the City Manager to submit an application to the State of California, Board of State and Community Corrections (BSCC) in the amount of $7,926,172 for the SaMo Bridge diversion program; and authorizing the City Manager to accept the grant, execute the grant agreement, and execute other necessary documents.
3. Authorize budget amendment as outlined in the Financial Impacts & Budget Actions section of this report. (requires 5 votes)
6. PUBLIC INPUT ON REMAINING AGENDA ITEMS
No public comment on Continued Items. Public input was heard and closed at the 10/08 meeting.
7. STUDY SESSION
No items
8. CONTINUED ITEMS
8.A. Adoption of a Resolution Amending the Council Rules of Procedure Regarding Councilmember Discussion Items (16 items) - CONTINUED FROM 10/08/24 Recommended Action
Staff recommends the City Council:
1. Adopt the resolution amending the Council Rules of Procedure regarding Councilmember Discussion Items (16 items); and
2. Adopt a finding of no possibility of significant effect pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental Quality Act (CEQA) Guidelines.
8.B. Request by Mayor Phil Brock, Vice-Mayor Lana Negrete, and Councilmember Oscar de la Torre that the City Council endorse Proposition 36 on the November 2024 statewide ballot. Proposition 36 makes several key changes related to punishments for theft and drug crimes. First, it increases punishment for some of these crimes. Second, it creates a new treatmentfocused court process for some drug possession crimes. Third, it requires courts to warn people convicted of selling or providing illegal drugs to others they can be charged with murder if they keep doing so and someone dies. (Attachments include the full text of the ballot measure and an analysis by the Legislative Analyst’s Office-The CA Legislature’s Nonpartisan Fiscal and Policy Advisor) - CONTINUED FROM 10/08/24
8.C. Request by Councilmember Davis to direct the City Attorney to prepare and return at the next meeting with an ordinance that would prohibit gifts to Councilmembers, using definitions of gifts and exceptions in the California Political Reform Act, and adding an exception for entry and meals when attending events in an official City capacity. - CONTINUED FROM 10/08/24 City of Santa Monica Generated: 11/4/2024 1:02 PM Page 8
8.D. Request of Mayor Brock that the City Attorney and City Manager begin the process to amend the Zoning Ordinance to increase the maximum square footage of an Accessory Dwelling Unit (ADU) from 1,000 sq. ft. to 1,200 sq. ft, which is allowable pursuant to state law. - CONTINUED FROM 10/08/24
8.E. Request by Councilmember Christine Parra and Vice Mayor Lana Negrete that the City Council consider providing additional support for the 4th Annual Westside Unity Classic Car Show presented by Pico Youth & Family Center (PYFC) that took place on the pier on September 14, 2024 by directing the City Manager to retroactively waive the City’s portion of fees for use of the pier parking lot for PYFC. Waived City fees related to the Westside Unity Classic Car Show include the parking lot buy-out fee in an amount up to $11,880. - CONTINUED FROM 10/08/24
8.F. Request of Councilmembers Davis and Zwick that the City Attorney and City Manager review and analyze SB 969, which recently was signed by Governor Newsom, and with due speed take all necessary steps and draft all necessary ordinances and policies that would allow the establishment of an entertainment zone (as that term is defined in SB 969) on the Third Street Promenade in Downtown Santa Monica. - CONTINUED FROM 10/08/24
8.G. Annual Appointments to the following Boards and Commissions: - CONTINUED FROM 7/09/24 - New Item Received. 10/17/2024
Board/Commission
Numb
er of
Appts
Term
End
Date
Requirements
Landmarks
Commission 1
6/30/2
028
Reside in Santa Monica
and Licensed Architect.
8.H. Appointment to one unscheduled vacancy on the Clean Beaches & Ocean Parcel Tax Citizens Oversight Committee for a term ending on June 30, 2025. - CONTINUED FROM 10/8/24 - New Item Received. 10/17/2024
9. ADMINISTRATIVE PROCEEDINGS
9.A. Appeal of Landmark Commission Decision to Designate the Compass Rose Located North of and Adjacent to Runway 3 at Santa Monica Airport as a City Landmark
Recommended Action
Staff recommends that the City Council:
1. Adopt a finding of no possibility of significant effect pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental Quality Act (CEQA) Guidelines;
2. Deny Appeal 19ENT-0353 appeal of the Landmark Commission’s decision to designate the Compass Rose located north of and adjacent to Runway 3 at Santa Monica Airport as a City Landmark; and;
City of Santa Monica Generated: 11/4/2024 1:02 PM Page 9
3. Approve Designation Application 19ENT-0353 to designate the Compass Rose as a City Landmark based on the findings provided in this staff report; and
4. Adopt the Statement of Official Action.
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. In accordance with Charter section 615, the adoption of all ordinances and resolutions shall be by reading of title only unless a Councilmember present dissents.)
10.A. Introduction and First Reading of an Interim Zoning Ordinance to Promote Economic Recovery by Increasing Flexibility and Streamlined Approvals in the Downtown and Establishing a Pilot Program for Exclusively Outdoor Commercial Uses in the Office Campus District and Introduction and Adoption of an Emergency Ordinance Amending the Sign Code to Increase Flexibility for Signage in the Bayside Conservation District and the Third Street Promenade Area
Recommended Action
Staff recommends that the City Council:
1. Adopt a finding of Categorical Exemption pursuant to Sections 15301 (Existing Facilities, 15303 (New Construction or Conversion of Small Structures), and 15311 (Accessory Structures) of the California Environmental Quality Act (CEQA) Guidelines.
2. Introduction for first reading an Interim Zoning Ordinance Amending Interim Zoning Regulations Established by Interim Zoning Ordinance Number 2754 (CCS) and Amended and Extended by Interim Zoning Ordinance Number 2761 (CCS) to Promote Economic Recovery by Increasing Flexibility in the City’s Downtown Area, Establishing a Pilot Program to Allow Exclusively Commercial Outdoor Uses in the Office Campus District, and Providing Other Minor and Clerical Amendments.
3. Introduction and Adoption of an Emergency Ordinance Amending Santa Monica Municipal Code Chapter 9.61: Signs to Increase Flexibility for Signage in the Bayside Conservation District and Third Street Promenade Area, and Make other Minor Changes to Promote Economic Recovery, Public Safety and Welfare.
11. STAFF ADMINISTRATIVE ITEMS
No items
12. PUBLIC HEARINGS
No items
13. REPORTS OF BOARDS AND COMMISSIONS
No items
City of Santa Monica Generated: 11/4/2024 1:02 PM Page 10
14. RESOLUTIONS
14.A. Adoption of a Resolution Applying to Councilmembers Laws Applicable to City Employees and Council Appointees
Recommended Action
Staff recommends the City Council:
1. Adopt the Resolution Adopting Administrative Instruction Nos. III-2-3 Discrimination, Harassment, Abusive Conduct, and Retaliation Prevention Policy and Complaint Procedure; III-2-4, Violence in the Workplace; III-2-6, Code of Ethics, Council Rules, and Certain Other Laws, to be Applicable to City Councilmembers and Providing for Processes for Investigating and Resolving Alleged Violations;
2. Discussion and Consideration of Formation of an Ethics Commission; and
3. Adopt a finding of no possibility of significant effect pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental Quality Act (CEQA) Guidelines.
15. WRITTEN COMMUNICATIONS OTHER THAN REPORTS OF COMMISSION AND
OFFICERS
No items
16. COUNCILMEMBER DISCUSSION ITEMS
16.A. Request by Councilmember Oscar de la Torre that the City Council consider allocating $10,000 from the Council Discretionary funds to the Association of Mexican American Educators (AMAE) in support of the Santa Monica High School student group Legado Latino. This funding will provide scholarships and support culturally relevant programming that promotes academic excellence while honoring and celebrating the students’ vibrant cultural heritage. - New Item Received. 10/17/2024
City of Santa Monica Generated: 11/4/2024 1:02 PM Page 11
16.B. Request by Councilmember Oscar de la Torre that the City Council, which stands united against hate, racism, religious intolerance, Islamophobia, and antisemitism, consider 1) directing the City Manager to discuss with the Superintendent of the Santa Monica-Malibu Unified School District (SMMUSD) the use of the 1991 Hate Crime letter as a tool to create awareness and educate young people on the impact of hate crimes; and 2) allocate $2,500 from Council Discretionary Funds to sponsor the '2024 Mayors Summit Against Antisemitism: Directing Change from City Hall' conference, hosted by the Combat Antisemitism Movement (CAM), a project of the Combat Antisemitism Foundation, and the U.S. Conference of Mayors. The event, chaired by Beverly Hills Mayor Lester Friedman, will take place in Beverly Hills from December 11 to 13, 2024, at the Wallis Annenberg Center for the Performing Arts and the Beverly Wilshire Hotel. The summit will unite leaders, policymakers, and advocates from across the United States and Canada in a collective effort to combat antisemitism and promote a society of tolerance and respect. Antisemitism is an urgent and growing threat that endangers not only Jewish communities but also the fundamental values of our diverse and democratic society. City mayors and city council members have a unique ability to proactively confront Jew-hatred at the local level, where it is most acutely felt. More information contact the 2024 Mayors Summit Against Antisemitism at https://mayors.combatantisemitism.org/summit (register to attend, donations/sponsorship, schedule of events) and the US Conference of Mayors website (hosting organization) at
https://www.usmayors.org/programs/mayors-and-business-leaders-center-forcompassionate-and-equitable-cities/combating-antisemitism/ - New Item Received. 10/17/2024
16.C. Request of Mayor Brock that the City Manager return to the City Council with the resources needed, tradeoffs and budget reallocations necessary to address the City’s growing backlog of damaged street and pedestrian pathway lights. The current backlog consists of approximately 270 street and pedestrian pathway lights. The City Manager is being asked to return to the City Council as soon as possible as this is a matter of public safety. - New Item Received. 10/17/2024
City of Santa Monica Generated: 11/4/2024 1:02 PM Page 12
16.D. In response to concerns raised by residents regarding privacy and safety, request by Councilmember Parra and Mayor Brock to direct the City Manager and City Attorney to begin the process of amending the Zoning Ordinance to increase heights in the front yard setback in R2, R3, and R4 zone districts, with particular consideration for the appropriateness of 60 inches in height, with 50% transparency for walls and fences above 42 inches in height within the context of crime prevention principles; address measurements that may include retaining walls; and suspend enforcement and pending applications until the ordinance becomes effective in R2, R3, and R4 for those that would comply with that standard. Given the considerable amount of work that has been performed to date on this issue, the City Attorney and City Manager are being asked to return to City Council with a recommendation in 90 days or as soon as possible thereafter. The City Attorney and City Manager are further directed to immediately initiate community engagement on this matter to be included in the recommendation to City Council. - New Item Received. 10/17/2024
16.E. Request by Councilmember Parra and Mayor Brock to direct the City Attorney and City Manager to return to Council at the next meeting with a resolution to adopt a policy that height regulations for fences, walls, and hedges are the lowest code enforcement priority. Habitability and keeping people housed should be the priorities for enforcement. - New Item Received. 10/17/2024
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 12 PM on the day of the City Council meeting will be distributed to the City Council prior to the meeting and posted online. Members of the public who submit written public comment on an agenda item may be subject to the Levine Act which requires disclosure of campaign contributions of more than $250 to an officer of the City within the preceding 12 months.
City Hall and the Council Chambers are wheelchair accessible. If you require any special disability related accommodations to either attend or provide public testimony at a Council meeting (i.e. sign language interpreting, access to an amplified sound system, remote option, etc.), please contact the City Clerk’s Office at (310) 458-8211 or TDD: (310) 917- 6626 or via email at [email protected] at least 72 hours prior to the scheduled meeting. Best efforts shall be made to accommodate requests received after the 72-hour deadline. In the case of special meetings, requests should be submitted as early as possible, but no later than noon the day of the special Council meeting.
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: 11/4/2024 1:02 PM Page 13 Santa Monica Blue Bus Lines #1, #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 22, 2024
Agenda Item: 1.A
1 of 1
To: Mayor and City Council
From: Nikima Newsome, City Clerk, Records and Election Services Department Subject: Written Comments
Prepared By: David Yakobson, Staff Assistant III
Approved Forwarded to Council
Attachments:
A. Written Comments
1.A
Packet Pg. 14
Phil Brock quotes
“Three days ago, your City Council gave
away your land in the center of
downtown for 30 pieces of silver.” -July
2020
“I’m especially disappointed in you
Mayor Brock, who approached me 10
minutes before the last city council
meeting and told me how much you love
black people because you played
basketball with them and went to school
with and, I quote, ‘the blacks’.” -Kavon
Ward public comment, February 27,
2024
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) Item 1
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 1 David Yakobson
From: Gabrielle Hernandez <[email protected]> Sent: Tuesday, October 22, 2024 7:04 PM
To: councilmtgitems
Subject: Prop 36 Condemnation
EXTERNAL
Dear City Councillors,
I'm a graduate of SMMUSD schools (Edison/JAMS/SAMO), the daughter of a long-time Santa Monica school district employee, the grand-daughter of the former manager of the liquor store at 7th and Wilshire, and a regular substitute teacher at JAMS and Will Rogers - I'm writing to strongly encourage you NOT to formally endorse Prop 36 as a body. In fact, I strongly encourage you to rebuke such a punitive and regressive policy proposition. Frankly, I'm shocked to see this body even considering formalizing their support for such an overtly partisan and feckless proposition designed to punish and criminalize communities struggling with poverty and addiction, particularly in light of the supposed commitments this body has made to combat institutional racism and "create a community where differences in life outcomes cannot be predicted by race, class, gender, disability or other identities." I understand that our community is struggling with how to provide for the needs of unhoused people who live and stay in Santa Monica. The prominence of discussion over the needle exchange programs in Tongva and Reed Parks has been really shocking to me as a person who grew up in and around this community and tries to live many of its values - these are evidence-based public health efforts designed for harm reduction, to meet people where they're at in times of need, and to reduce the number of unnecessary fatalities connected to drug use. Councilmembers Brock and Negrete in particular have centered these programs in a fear mongering campaign that unnecessarily blames people suffering from addiction for the bulk of Santa Monica crime and city disturbances, all while failing to comment on the growing cost of living in this community and the enormous strain it puts on residents and longtime community members. I've watched many of my former peers and classmates, most of them longtime Pico neighborhood residents, be unceremoniously pushed out of the community because their families can no longer afford to live here. Moreover, many of my former classmates have faced issues with drug addiction and loss recently; two of them, both incredibly sweet, kind, hilarious, genuine people, died of preventable drug overdoses during the years of the pandemic. Prop 36 and its intended return to harsh sentencing and policing as a supposed "deterrent" for drug possession and non-violent crime (which peer-reviewed social science evidence DOES NOT SUPPORT AT ALL) is not serving people in our community hardest hit by these difficult times. It's a form of political violence. I ask that you not mobilize my community's political voice to endorse it.
As a PhD student in educational policy at University of Wisconsin-Madison, I've spent the last 7 years looking at how policies designed to punish almost always disproportionately harm low-income communities of color. Santa Monica is a place that touts itself as a national leader of progressive, innovative policies that celebrate sustainability, equity, and community care. Yet it routinely betrays these values when affluent (usually white) people are made uncomfortable by the very existence of impoverished people in our community. You don't need doctoral training to know that increased policing Item 1
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Item 1
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Packet Pg. 18
Attachment: Written Comments [Revision 1] (6740 : Written Comments) 2 and incarceration are NOT viable long-term solutions to addiction and poverty, you frankly just needed to have your ears open during the social uprisings in 2020. Or 2016. Or 2012. Or 1992. But in case you didn't, here's a wonderful (and short) nonpartisan guide to the issue produced by LA Public Press that should hopefully help you decide that big corporate chains, state police unions, and state Republican organizations - not all of whom even "do business" here - aren't as important as the needs of people who "live, work, learn and play" in the community you govern - https://lapublicpress.org/2024/10/proposition36-vote-supporters-opponents/. I sincerely hope you agree.
With respect,
Gabrielle Orum Hernandez
--
Gabrielle Orum Hernández
(310) 430-9202
[email protected]
Item 1
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 3 David Yakobson
From: John Cyrus Smith <[email protected]>
Sent: Tuesday, October 22, 2024 5:37 PM
To: councilmtgitems
Subject: Item 1 - Public Input - Oct 22 2024
EXTERNAL
Dear Council,
I've spent a career in TV news covering every election since 1984, so I'm used to seeing cutthroat political mud-slinging, propaganda, outright lies and the lofty claims of the full-color campaign mailers which land on our doorsteps.
With two weeks to go before Election Day, you, your friends and allies, and this city would do well to remember the following:
--"Show me a person who's never done anything wrong and I'll show you a person who's never done anything."
--Councilman Oscar de la Torre is NOT anti-Semitic.
--You know who is? Hamas, Hezbollah and Iran.
Thank you,
John Cyrus Smith
[email protected]
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 5 David Yakobson
From: Ryland Bacorn <[email protected]>
Sent: Tuesday, October 22, 2024 12:06 PM
To: councilmtgitems
Subject: When do you end the needles in the park program?
EXTERNAL
Hello,
I pay taxes and support your salary. The drug addicts in Reed park take these funds. And then stab each other to death. Then terrorize the tax payers.
When will sense enter the City Council agenda to end this program that does not benefit tax payers? Also, when can the cops do their jobs? And when can we attract more cops to SMPD by allowing them to do their jobs?
Could be cool.
Thanks,
Ryland Bacorn of Sunset Park
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 6 David Yakobson
From: Yahoo Mail <[email protected]>
Sent: Tuesday, October 22, 2024 4:54 PM
To: [email protected]; Santa Monica Affordable Housing; Santa Monica Daily Press; [email protected]; [email protected]; councilmtgitems; Lana Negrete; Gleam Davis; Caroline Torosis; Oscar de la Torre; David White; David Martin; [email protected]; [email protected] Subject: Development 1217 Euclid / 1211 14th St. Meeting: October 23rd, 2024 Zoom
EXTERNAL
This is sad that our City Council and the Developers will NOT FACE THE CITZENS of Santa Monica IN PERSON. How easy is it for you to hide and continue to lie and manipulate the people of Santa Monica.
You have not integrated any of the ideas the neighbors had suggested in regards to the massive changes that will happen to our neighborhood. I hope you're happy now that you have put the Pet Store out of business, nice job, putting stores out of business.
You have not addressed the LACK OF PUBLIC PARKING. Oh we will figure it out,..no we wont there are not enough parking period.
You have not changed your plans to BUILD A SMALLER FOOT PRINT where a 6 story building is out of scope in a 4 story environment. Cut the number of stories so all the people who have lived before this mega building is put up so that we can share the light and cool breezes.
6 stories destroys the quality of life for anyone living east of the building in the alley.
Please stop irresponsible BIG development. We want the nice Santa Monica which everyone loved, not this deal with the devil to put up bigger and bigger development so that you can collect your environment awards and check off the box that you have achieved an arbitrary Federal, State and Local development goals which is destroying the fabric and culture of the city.
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 1 David Yakobson
From: Arthur Jeon <[email protected]>
Sent: Monday, October 21, 2024 3:33 PM
To: Gleam Davis; Lana Negrete; Oscar de la Torre; Christine Parra; Caroline Torosis; Jesse Zwick; Phil Brock
Cc: David White; Douglas Sloan; City of Santa Monica; Clerk Mailbox; Jeanette Gant; Micah Akerson; Erika Aklufi; Danielle Noble; Ramon Batista; [email protected]; Roberto Lucio; Thomas McLaughlin; Jose Rodriguez; Annette Farmer; Maryanne LaGuardia; Albin Gielicz; Alisha Brady; [email protected]; Arati Desai Wagabaza; Lori Brown; John Smith; John Alle; Evan Meyer; [email protected]; Luke Cain; Peter Bosen; [email protected]; Elaine Golden-Gealer; Eric Sedman; Michele Aronson; Aisling Winders; Julia Ladd; Peter TRINH; Anuj Gupta; [email protected]; dominic gomez; Jenna Grigsby; Attorney Mailbox; Shawn R. Kehoe; Andrew Thomas (Downtown Santa Monica); SMDP Editor; Susan Cline; [email protected]; Michele A Wittig; [email protected]; Attorney Mailbox; Joe; Jenny Rush; Stan Epstein; Gary Tsai; [email protected]; Zina Josephs; Leah; Phil Brock; Lauren Howland; [email protected]; Matthew Hall; Richard Drapkin; [email protected]; Planning Commission Comments; Dawn Fairchild; [email protected]; councilmtgitems; [email protected]; Dan Charn.; [email protected]; Gerardo Leyva; Carlos Jaen; Brandon Capiro; Kelly Simon; Mario Fonda-Bonardi; Jing Yeo; Albin Gielicz; Scott McGee; Gerardo Leyva; Ryan Gradle; Roy Brown; Frank Marnell; SM Observer; [email protected]; [email protected]; [email protected]; Kim Pieper; Third District; [email protected]; [email protected]; [email protected]; [email protected]; Robert Coleman; [email protected]; [email protected]; Alyssa G; [email protected]
Subject: Response to Ted Winterer's letter: "The Great Santa Monica Safety Debate." Fellow Residents,
Wow, it’s a bore to keep deconstructing the desperate confabulations of SMRR and their puppeteers. But somebody’s got to do it! The latest is from Ted Winterer, who presided on the City Council from 2012- 2020 (and as the Mayor 2016-2018), and has written a truly hilarious SMDP op-ed in which he wonders why the two incumbents running (Phil Brock and Oscar de la Torre), haven't yet created safer streets in their 3 years in office when they’ve been in control for 40. This is also a theme in SMRR mailers.
Well Ted, I’ve lived in Santa Monica for 32 years and can remember exactly when our city started its downward turn, which coincided with the arrival of you and your SMRR compatriots in 2012, destroying the Santa Monica we all knew and loved. That’s not hyperbole. Your exact reign took a city that was thriving, a crown jewel with a sane 4-story development policy, safe streets, and a sophisticated beach vibe that drew people from around the world, and turned it into a chaotic husk of its former glory.
Winterer starts by writing how all the candidates said they would vote for more police. Wow, Ted, that’s some really convenient campaign trail gullibility; glad you’re coming around on this issue. But your SMRR slate is intrinsically anti-police: they do NOT support Prop 36, a statewide measure polling at 70% approval that will allow police to arrest chronic thieves that now get to steal everything up to $950 Item 1
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 2 without consequences. And the four SMRR candidates are also supporting George Gascon, our criminal friendly LA District attorney who’s about to be voted out by county residents sick of his soft on crime policies. And out-of-touch candidates Dan Hall and Natalya Zernitskaya are even against our police making traffic stops! This means that a recent arrest, one of many that resulted from traffic stops exposing drug dealers bringing Fentanyl and guns into our city, wouldn’t have been made.
Winterer goes on to say a city with a 750 million dollar a year budget can’t afford the 15 million dollars a year it would take to bring our police up to the 300 our police force says they need. That’s a mere 2% of our budget that would more than pay for itself if the streets regained a reputation for safety instead of chaos, drawing businesses back to downtown and restoring the 26 million in taxes we’re losing every year. In the meantime, maybe audit the 53 million a year the city spends on ineffectual homeless services? Or the ornamental DEI department that most cities, universities, and companies are now debunking and dismantling? You say we can’t afford more police, Ted? Well, I say we can’t afford not to invest in safe streets, the core responsibility of government.
Winterer goes on… instead of acknowledging our new and well-deserved reputation as an unsafe and unstable city, Ted instead blames our lack of recovery on the people pointing out the problem rather than the problem itself. He says instead we need to "Lure back the customers and businesses with a positive message, increase revenues and then enhance safety even further – that’s the shrewder strategy.” Yaaas, Ted. If only people wouldn’t point out the weekly rapes, murders, kidnappings, muggings, and general disorder, then surely businesses and tourism would return. Never mind that the city is making national news every week for its random violent crime, according to you it’s just a PR problem! Well, as somebody who’s been personally attacked twice in two years, once with a deadly weapon blocks from my house near 9th and Wilshire, I’m calling total bullshit on your gaslighting. Maybe you live in a part of town in which you’re not crossing the street to avoid high and unstable transients screaming obscenities at you, but most residents are, and we’d like a bit of the compassion you and SMRR show the perpetrators. I’ve heard SMRR council members cite the 2023 FBI stats about how violent crime was down 2.1% nationally despite people’s sense that it was rising. Well, the FBI just revised it and in 2023 violent crime went up nationally to 4.3%. Look it up. But we in Santa Monica already knew it from what we see every day.
The bottom line is Santa Monica has an active substrate of disorder that smothers tourism and our recovery. From this substrate sociopathic criminals emerge to predate on residents (and the truly needy) making the streets unsafe, which is obvious to anybody walking them. This can only be solved by proactive policing, including:
Arresting transients for the “minor” crimes of public use of hard drugs, vandalism, shoplifting, intoxication, etc.
Running them for parole violations and warrants to weed out the felons. Simultaneously targeting the dealers by restarting our undercover unit. Rinse and repeat until our reputation as easy pickings with soft enforcement gets turned around.
This is why we need 300 police who can apply consistent pressure on those who come here to victimize.
Only this will allow people to choose Santa Monica over Culver City, where I went last week, for a day off; CC is actually safe, with none of our disorder or crime. But they have a moderate city council that passed Item 1
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 3 ordinances against sleeping in public, public intoxication, etc.—something else the SMRR candidates are against that Safer Santa Monica is for (see chart). Because people, what we have now IS NOT NORMAL, as much as SMRR tries to downplay it.
This mediocre SMRR slate trying to claw back power is out of touch with the times and the moderate trend of the Democratic party in the state. SMRR (Ted) you've had your time. And your cluelessness about what really concerns Santa Monicans runs deeper than election lies. You are morally confused as to what real compassion looks like because you don’t really care. You like to tell yourselves selfcongratulatory stories about “our values,” while allowing residents to be victimized by predators and addicts who lash out on their way down to dying on our the streets. It’s NOT compassion, it’s virtuesignaling. And accusing life-long Democrats of being MAGA, or screaming that rent control will be lost if Safer Santa Monica wins, are truly despicable lies.
When it comes to public safety, the only choice in this election is as clear as its name, the Safer Santa Monica Slate: Oscar de la Torre, Vivian Roknian, Phil Brock, and John Putnam. This will give the council enough votes to truly change direction. Enough is enough of SMRR and their SMDC enablers. Let Safer Santa Monica finish the job that Phil and Oscar started.
It will be a relief to stop pointing out the obvious in what is essentially the same letter I’ve written since 2016.
Arthur Jeon
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 4 Item 1
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 1 David Yakobson
From: John Alle <[email protected]>
Sent: Tuesday, October 22, 2024 9:02 AM
To: The Santa Monica Coalition Organizer
Cc: John Alle
Subject: Venice Family Clinic and Santa Monica's City Council
EXTERNAL
THREE MONTHS AGO Santa Monica City Council passed a law banning the Venice Family Clinic from entering ANY park or public space to hand out needles, glass pipes and drug paraphernalia. TWO MONTHS AGO Santa Monica Phil Brock and Vice Mayor Lana Negrete scheduled an appointment to watch and accompany Venice Family Clinic employees do exactly that - - hand out packets of drug paraphernalia in Reed and Tongva Parks. As Mayor Brock headed back to his car parked alongside Reed Park in front of Saint Monica's School, he stated, "I watched as they handed out packets. ONLY 8 addicts on the ground received glass pipes." Laws are being broken. Lines are being crossed. Santa Monica's City leaders have placed residents and unsuspecting tourists in harm's way. Santa Monica Is Not Safe.
Insta
https://www.instagram.com/reel/DBbnWYyCiCK/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA== YouTube
https://youtu.be/23sKlGqgzfM
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 1 David Yakobson
From: Wendy Nishikawa Jaffa <[email protected]>
Sent: Tuesday, October 22, 2024 8:06 AM
To: councilmtgitems; Phil Brock; Lana Negrete; Gleam Davis; Christine Parra; Jesse Zwick; Caroline Torosis; [email protected]
Subject: Samohi Band Request Assistance for Upcoming UK Tour
EXTERNAL
Dear Santa Monica City Council Members, Mayor Brock and Vice Mayor, Negrete:
As a parent of a Samohi Band Wind Ensemble student, I am writing to request a spot on the November 12th Agenda to make a formal request for financial assistance for an upcoming tour for 62 band students traveling to the United Kingdom in April.
I am also requesting that the council delay a decision and vote on items 16a and 16b on the October 22nd Agenda until the band students can make their formal request for assistance.
The Samohi Wind Ensemble is preparing to embark on a performance tour of the United Kingdom in the spring of 2025, with stops in Edinburgh, Manchester, and London. We are seeking assistance to raise the funds needed to cover expenses for participating students whose families cannot afford the cost of the tour. Your generous support in 2023 helped us send 72 band and orchestra students on the Ireland tour.
This year, we are working to raise $45,000 to cover scholarships, transportation, and instrument rental in the UK for 62 band students. The scholarship need alone is $27,500. We are requesting assistance in the amount of $15,000 to help us cover these costs and ensure all the students can participate.
While we have an ongoing direct donation campaign and fundraising events that engage local businesses and community partners planned, help from the city helps us make this once-in-a-lifetime opportunity a reality for students who may otherwise not get to go. These students have been working very hard to make the top ensemble and have their chance to be ambassadors of Santa Monica.
Understanding there are many requests of the city, we appreciate your consideration. Please let us know if there is a way you can help and if we could be added to an upcoming City Council meeting agenda to formally request the city’s assistance. We also have a small token of thanks to present to the council for your previous help.
Thank you and Go Vikings!
Warm regards,
Wendy Jaffa
1842-20th Street
Santa Monica, CA 90404
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 2 David Yakobson
From: Grenda Pearlman <[email protected]>
Sent: Monday, October 21, 2024 10:05 PM
To: councilmtgitems; Phil Brock; Lana Negrete; Gleam Davis; Christine Parra; Jesse Zwick; Caroline Torosis; [email protected]
Subject: Samohi Band Requests Assistance for Upcoming UK Tour
EXTERNAL
Dear Santa Monica City Council Members, Mayor Brock and Vice Mayor, Negrete:
As the parent of a Samohi Senior and Wind Ensemble clarinetist, I am writing to request a spot on the November 12th Agenda to make a formal request for financial assistance for an upcoming tour for 62 band students traveling to the United Kingdom in April.
I am also requesting that the council delay a decision and vote on items 16a and 16b on the October 22nd Agenda until the band students can make their formal request for assistance.
My daughter has been in the music program at Samohi for 4 years. She worked very hard to earn a spot in the top band, the Wind Ensemble, her senior year. She is also Drum Major for the Samohi Viking Marching Band. The extraordinary music program at Samohi has been a huge part of our lives for the last few years.
This spring, The Samohi Wind Ensemble is planning a once in a lifetime performance tour of the United Kingdom, with stops in Edinburgh, Manchester, and London. This trip is something my daughter has been working towards for years! The band is seeking assistance to raise the funds needed to cover expenses for students whose families cannot afford the cost of the tour. Your generous support last year helped Samohi send 72 band and orchestra students on an Ireland tour. This year, we are working to raise $45,000 to cover scholarships, transportation, and instrument rental in the UK for 62 band students. The scholarship need alone for our students is $27,500. We are requesting assistance in the amount of $15,000 to help us cover these costs and ensure that all of the students can participate.
The Band Parent Association works very hard throughout the year with a direct donation campaign and various fundraising events to support these programs. As the VP of Marching Band, I know firsthand how much these programs cost to run. Without help from the city we cannot ensure this incredible opportunity will become a reality for students whose families cannot afford the cost. These students, like my daughter, have been working very hard to make the top ensemble and have their chance to be ambassadors of Santa Monica.
I am aware and fully understand that you receive many requests for support so I truly appreciate your consideration. I hope that you can provide us with the opportunity to be added to an upcoming City Council meeting agenda to formally request the city’s assistance. We expected to be on tomorrow’s agenda, but sadly, that did not happen.
Thank you for all you do for the City of Santa Monica!
Sincerely,
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 3 Grenda Pearlman
Samohi parent
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 4 David Yakobson
From: Carolina Vila <[email protected]>
Sent: Monday, October 21, 2024 9:49 PM
To: councilmtgitems; Phil Brock; Lana Negrete; Gleam Davis; Christine Parra; Jesse Zwick; Caroline Torosis; [email protected]
Subject: Samohi Band Request Assistance for Upcoming UK Tour
EXTERNAL
Dear Santa Monica City Council Members
Mayor Brock
Vice Mayor, Negrete
As a parent of a Samohi Band student, I am writing to request a spot on the November 12th Agenda to make a formal request for financial assistance for an upcoming Wind Ensemble tour for 62 band students traveling to the United Kingdom in April.
I am also requesting that the council delay a decision and vote on items 16a and 16b on the October 22nd Agenda until the band students can make their formal request for assistance.
The Samohi Wind Ensemble is preparing to embark on a performance tour of the United Kingdom in the spring of 2025, with stops in Edinburgh, Manchester, and London. We are seeking assistance to raise the funds needed to cover expenses for participating students whose families cannot afford the cost of the tour. Your generous support in 2023 helped us send 72 band and orchestra students on the Ireland tour.
This year, we are working to raise $45,000 to cover scholarships, transportation, and instrument rental in the UK for 62 band students.T he scholarship needed alone is $27,500. We are requesting assistance in the amount of $15,000 to help us cover these costs and ensure all the students can participate.
While we have an ongoing direct donation campaign and fundraising events that engage local businesses and community partners planned, help from the city helps us make this once-in-a-lifetime opportunity a reality for students who may otherwise not get to go. These students have been working very hard to make the top ensemble and have their chance to be ambassadors of Santa Monica.
Understanding there are many requests of the city, we appreciate your consideration. Please let us know if there is a way you can help and if we could be added to an upcoming City Council meeting agenda to formally request the city’s assistance. We also have a small token of thanks to present to the council for your previous help.
Thank you and Go Vikings!
Warm regards,
--
Carolina Vila
Samohi Bad Parent
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 5 David Yakobson
From: Rebecca Terlizzi <[email protected]>
Sent: Monday, October 21, 2024 9:25 PM
To: councilmtgitems; Phil Brock; Lana Negrete; Gleam Davis; Christine Parra; Jesse Zwick; Caroline Torosis; [email protected]; David White Subject: Samohi Band Requests Assistance for Upcoming UK Tour
EXTERNAL
Dear Santa Monica City Council Members, Mayor Brock and Vice Mayor, Negrete:
As a parent of a Samohi Band Wind Ensemble student, I am writing to request a spot on the November 12th Agenda to make a formal request for financial assistance for an upcoming tour for 62 band students traveling to the United Kingdom in April.
I am also requesting that the council delay a decision and vote on items 16a and 16b on the October 22nd Agenda until the band students can make their formal request for assistance.
The Samohi Wind Ensemble is preparing to embark on a performance tour of the United Kingdom in the spring of 2025, with stops in Edinburgh, Manchester, and London. We are seeking assistance to raise the funds needed to cover expenses for participating students whose families cannot afford the cost of the tour. Your generous support in 2023 helped us send 72 band and orchestra students on the Ireland tour. This year, we are working to raise $45,000 to cover scholarships, transportation, and instrument rental in the UK for 62 band students. The scholarship need alone is $27,500. We are requesting assistance in the amount of $15,000 to help us cover these costs and ensure all the students can participate.
While we have an ongoing direct donation campaign and fundraising events that engage local businesses and community partners planned, help from the city helps us make this once-in-a-lifetime opportunity a reality for students who may otherwise not get to go. These students have been working very hard to make the top ensemble and have their chance to be ambassadors of Santa Monica.
Understanding there are many requests of the city, we appreciate your consideration. Please let us know if there is a way you can help and if we could be added to an upcoming City Council meeting agenda to formally request the city’s assistance. We also have a small token of thanks to present to the council for your previous help.
Thank you and Go Vikings!
Warm regards,
Rebecca Terlizzi
--
Rebecca Terlizzi
Samohi Band Parent Volunteer, Fundraising
310-463-8934
Samohi Band Fundraising operates through the Santa Monica Arts Parents Association, a 501(c) (3) non-profit organization. Our tax ID is: 95-2563339.
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 6 David Yakobson
From: Kevin McKeown <[email protected]>
Sent: Monday, October 21, 2024 6:12 PM
To: councilmtgitems
Subject: Item 1 -- unagendized public comment
EXTERNAL
Multiple witnesses have attested that Oscar de la Torre complained ““The biggest problem with the school board is that it’s run by the Jews."
Back in May you voted for a resolution which said, in part, "The City of Santa Monica is appalled by the acts of violence, vandalism and intimidation against the Palestinian and Jewish diaspora in the United States, and reiterates its condemnation of all antisemitism, anti-Arab racism, Islamophobia, and all forms of hate and incitement to violence.”
It is time now to put your commitment to the test.
Do you REALLY stand against antisemitism? If so, the Council should immediately double-check that quote, and disassociate itself from anyone, including a Councilmember, who makes despicable and hurtful statements like that. Mere protestations from de la Torre are not sufficient to resolve this.
Kevin McKeown
————————————
K e v I n M c K e o w n
https://urldefense.com/v3/__http://www.mckeown.net__;!!OfuUnHCITYtmmjM!qWp0kA0mzNuBvEGTUz3mazTLtJA2yeVMbCVkwMyBZRm0-3OVp_RJULli2P10NNW6zEZpQNQ8zmb5u2_vbI_MWInoB4$ Choose to be conscious
————————————
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 7 David Yakobson
From: [email protected]
Sent: Monday, October 21, 2024 5:39 PM
To: councilmtgitems
Cc: Phil Brock; Lana Negrete; Gleam Davis; Christine Parra; Jesse Zwick; Caroline Torosis; Oscar de la Torre
Subject: Public Comment for Council Meeting on 10/22/24 Attachments: The Pico Neighborhood Fence Regulation on the agenda 10_22_24.pdf
EXTERNAL
To Whom it may Concern,
I will not be able to attend the City Council meeting tomorrow, 10/22/24, but please refer to the attached letter I have created for my voice to be heard in regards to the agenda topics of 16.D and
16.E.
Thank You,
Gloria Villarreal Esqueda
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 1 David Yakobson
From: John Alle <[email protected]>
Sent: Monday, October 21, 2024 1:37 PM
To: The Santa Monica Coalition Organizer
Cc: John Alle
Subject: Listen To An Addict at Santa Monica's Reed Park
EXTERNAL
A meth addict on his way to Santa Monica Beach who just received his free glass pipes in Santa Monica's Reed Park Friday from Barbara Ferrer's L.A. Public Health Dept. and Venice Family Clinic CEO Mitesh Popat's employees, who arrived in an unmarked white sedan. Students across the street at Saint Monica's School had just been dismissed, seniors from Westminster Assisted Living were out, and tourists from the 5-Star Proper Hotel were at risk of erratic and deadly behavior. Despite new and existing laws banning distribution of drug paraphernalia, City Manager David White with his Mayor and City Council STILL provide Taxpayer grant money to the Venice Family Clinic.
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 2 David Yakobson
From: John Alle <[email protected]>
Sent: Monday, October 21, 2024 1:42 PM
To: The Santa Monica Coalition Organizer
Cc: John Alle
Subject: Listen To An Addict at Santa Monica's Reed Park
EXTERNAL
A meth addict on his way to Santa Monica Beach who just received his free glass pipes in Santa Monica's Reed Park Friday from Barbara Ferrer's L.A. Public Health Dept. and Venice Family Clinic CEO Mitesh Popat's employees, who arrived in an unmarked white sedan. Students across the street at Saint Monica's School had just been dismissed, seniors from Westminster Assisted Living were out, and tourists from the 5-Star Proper Hotel were at risk of erratic and deadly behavior. Despite new and existing laws banning distribution of drug paraphernalia, City Manager David White with his Mayor and City Council STILL provide Taxpayer grant money to the Venice Family Clinic.
Insta
https://www.instagram.com/reel/DBZiAPJiQB7/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA== YouTube
https://youtu.be/m8Ih_R-82L0
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 1 David Yakobson
From: John Alle <[email protected]>
Sent: Sunday, October 20, 2024 8:25 AM
To: The Santa Monica Coalition Organizer
Cc: John Alle
Subject: Sunday 10/20/2024
EXTERNAL
Made possible and fostered by skillful and experienced Non-Profits and Builders, demonstrating inclusive values and dignity...funded by SANTA MONICA Taxpayers.
Insta
https://www.instagram.com/reel/DBWbtzXi-ni/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA== YouTube
https://youtu.be/LMUKVbX-ot0
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 2 David Yakobson
From: Dan Charn. <[email protected]>
Sent: Saturday, October 19, 2024 4:17 PM
To: Maryanne Laguardia
Cc: Larry Arreola; [email protected]; [email protected]; loriemerson1958 @aol.com; [email protected]; [email protected]; anne.pearson249 @gmail.com; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; getitdone2326 @gmail.com; [email protected]; [email protected]; [email protected]; Nancy Coleman; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; councilmtgitems; Oscar de la Torre; Christine Parra; Lana Negrete; David White; Attorney Mailbox; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; cno33 @yahoo.com; Elaine Golden-Gealer
Subject: Re: YES ON PROPL 34 SANTA MONICA VOTING
EXTERNAL
You guys all scream about the mandated housing and con of the state laws and bills..we all know Newsom is in it too -
I Vote Yes on 33
here is why -plain and simple
Don’t be fooled by the latest corporate landlord anti-housing scheme. California voters have rejected this radical proposal twice before, because it would freeze the construction of new housing and could effectively reverse dozens of new state housing laws. Vote No on 33 to protect new affordable housing and California homeowners.
On Sat, Oct 19, 2024 at 3:21 PM Maryanne Laguardia <[email protected]> wrote:
Thank you Elaine and Larry.
On Saturday, October 19, 2024 at 12:41:19 PM PDT, Elaine Golden-Gealer <[email protected]> wrote:
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 3 Yes on Prop. 34
From: Larry Arreola <[email protected]>
Sent: Saturday, October 19, 2024 9:50 AM
To: '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; Elaine Golden-Gealer <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]> Subject: SANTA MONICA VOTING
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 4 PLEASE VOTE FOR THE SAFETY / CHANGE SLATE OF PHIL BROCK, OSCAR DE LA TORRE, VIVIAN ROKONIAN AND JOHN PUTNAM.
NO ON QS- WE HAVE BEEN BONDEDTO DEATH FOR BILLIONS - WITH NO ACCOUNTABILITY. NO AUDIT, NO BOND. STAND UP TO A SCHOOL BOARD WASTING TAXPAYERS DOLLARS.
NO ON PROP 33 - IF IT PASSES IT WILL ENABLCE CORPORATE VULTURES TO BUY OUT PROPERTIES THAT CAN'T MAKE IT FINANCIALLY.
NO ON 34- FOLLOW THE MONEY. THIS IS SUPPORTED BY CORPORATE VULTURES Item 1
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 5 David Yakobson
From: Maryanne Laguardia <[email protected]>
Sent: Saturday, October 19, 2024 3:22 PM
To: Larry Arreola; '[email protected]'; '[email protected]'; 'bomailbox1- [email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]';
'[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; [email protected]; '[email protected]'; Nancy Coleman; '[email protected]'; '[email protected]'; '[email protected]'; [email protected]; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; councilmtgitems; Oscar de la Torre; Christine Parra; Lana Negrete; David White; Attorney Mailbox; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; 'cno33 @yahoo.com'; Elaine Golden-Gealer
Subject: Re: YES ON PROPL 34 SANTA MONICA VOTING
EXTERNAL
Thank you Elaine and Larry.
On Saturday, October 19, 2024 at 12:41:19 PM PDT, Elaine Golden-Gealer <[email protected]> wrote:
Yes on Prop. 34
From: Larry Arreola <[email protected]>
Sent: Saturday, October 19, 2024 9:50 AM
To: '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' Item 1
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 6 <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; Elaine GoldenGealer <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>
Subject: SANTA MONICA VOTING
PLEASE VOTE FOR THE SAFETY / CHANGE SLATE OF PHIL BROCK, OSCAR DE LA TORRE, VIVIAN ROKONIAN AND JOHN PUTNAM.
NO ON QS- WE HAVE BEEN BONDEDTO DEATH FOR BILLIONS - WITH NO ACCOUNTABILITY. NO AUDIT, NO BOND. STAND UP TO A SCHOOL BOARD WASTING TAXPAYERS DOLLARS.
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 7 NO ON PROP 33 - IF IT PASSES IT WILL ENABLCE CORPORATE VULTURES TO BUY OUT PROPERTIES THAT CAN'T MAKE IT FINANCIALLY.
NO ON 34- FOLLOW THE MONEY. THIS IS SUPPORTED BY CORPORATE VULTURES Item 1
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 8 David Yakobson
From: Elaine Golden-Gealer <[email protected]>
Sent: Saturday, October 19, 2024 12:41 PM
To: Larry Arreola; '[email protected]'; '[email protected]'; 'bomailbox1- [email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]';
'[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; [email protected]; '[email protected]'; Nancy Coleman; '[email protected]'; '[email protected]'; '[email protected]'; [email protected]; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; councilmtgitems; Oscar de la Torre; Christine Parra; Lana Negrete; David White; Attorney Mailbox; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; 'cno33 @yahoo.com'
Subject: YES ON PROPL 34 SANTA MONICA VOTING
Importance: High
EXTERNAL
Yes on Prop. 34
From: Larry Arreola <[email protected]>
Sent: Saturday, October 19, 2024 9:50 AM
To: '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; 'bomailbox1- [email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' Item 1
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 9 <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; Elaine Golden-Gealer <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>; '[email protected]' <[email protected]>
Subject: SANTA MONICA VOTING
PLEASE VOTE FOR THE SAFETY / CHANGE SLATE OF PHIL BROCK, OSCAR DE LA TORRE, VIVIAN ROKONIAN AND JOHN PUTNAM.
NO ON QS- WE HAVE BEEN BONDEDTO DEATH FOR BILLIONS - WITH NO ACCOUNTABILITY. NO AUDIT, NO BOND. STAND UP TO A SCHOOL BOARD WASTING TAXPAYERS DOLLARS.
NO ON PROP 33 - IF IT PASSES IT WILL ENABLCE CORPORATE VULTURES TO BUY OUT PROPERTIES THAT CAN'T MAKE IT FINANCIALLY.
NO ON 34- FOLLOW THE MONEY. THIS IS SUPPORTED BY CORPORATE VULTURES Item 1
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 10 David Yakobson
From: Larry Arreola <[email protected]>
Sent: Saturday, October 19, 2024 9:50 AM
To: '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; 'getitdone2326 @gmail.com'; '[email protected]'; '[email protected]'; [email protected]; '[email protected]'; Nancy Coleman; '[email protected]'; '[email protected]'; '[email protected]'; [email protected]; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; councilmtgitems; Oscar de la Torre; Christine Parra; Lana Negrete; David White; Attorney Mailbox; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; '[email protected]'; 'cno33 @yahoo.com'
Subject: SANTA MONICA VOTING
EXTERNAL
PLEASE VOTE FOR THE SAFETY / CHANGE SLATE OF PHIL BROCK, OSCAR DE LA TORRE, VIVIAN ROKONIAN AND JOHN PUTNAM.
NO ON QS- WE HAVE BEEN BONDEDTO DEATH FOR BILLIONS - WITH NO ACCOUNTABILITY. NO AUDIT, NO BOND. STAND UP TO A SCHOOL BOARD WASTING TAXPAYERS DOLLARS.
NO ON PROP 33 - IF IT PASSES IT WILL ENABLCE CORPORATE VULTURES TO BUY OUT PROPERTIES THAT CAN'T MAKE IT FINANCIALLY.
NO ON 34- FOLLOW THE MONEY. THIS IS SUPPORTED BY CORPORATE VULTURES Item 1
October 22, 2024
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 11 David Yakobson
From: John Alle <[email protected]>
Sent: Saturday, October 19, 2024 9:32 AM
To: The Santa Monica Coalition Organizer
Cc: John Alle
Subject: Saturday 10/19/2024
EXTERNAL
A walk in Santa Monica without free needles and glass pipes from Barbara Ferrer, Venice Family Clinic CEO Mitesh Popat and his employees would do this guy good, but there's no free food. Santa Monica's City Manager David White and the City Council are more concerned about protecting their reputations than protecting the public's safety.
Insta
https://www.instagram.com/reel/DBT-mIqizrl/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA== YouTube
https://youtu.be/y8_TsBN55JY
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 12 David Yakobson
From: John Alle <[email protected]>
Sent: Friday, October 18, 2024 8:41 AM
To: The Santa Monica Coalition Organizer
Subject: Fatality This Morning on Santa Monica Beach
EXTERNAL
If Santa Monica had been enforcing the laws now in place, the victim sleeping on the beach would have been saved from death. Santa Monica Beach at night is especially dangerous for anyone. If seen by law enforcement, you and I out for a stroll or parked would be asked or advised to leave at that hour. But Santa Monica's City Manager and City Council are sidestepping the laws regarding camping in public spaces that would have prevented this needless loss of life.
Insta
https://www.instagram.com/reel/DBRTxolCoq2/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA== YouTube
https://youtu.be/EMAQoHkDHIY
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 13 David Yakobson
From: John Alle <[email protected]>
Sent: Thursday, October 17, 2024 11:23 AM
To: The Santa Monica Coalition Organizer
Subject: SANTA MONICA'S Unsuspecting Tourists on Famous Ocean Avenue, and its Struggling Restaurants, Hotels and Businesses
EXTERNAL
One of Santa Monica's great restaurants struggling to stay in business on famous Ocean Avenue, across from Palisades Park. A literal "stone's throw" away from the free needle and glass pipe handouts to transient addicts, courtesy of Barbara Ferrer, Dr. Mitesh Popat and his VENICE FAMILY CLINIC employees. Do 2024 City Council candidates Ellis Raskin, Dan Hall, Barry Snell, Natalya Zernitskaya and Ericka Lesley own, manage or work at retail or dining businesses in Santa Monica? Are they and City Manager David White qualified to say they will hold funds back from Police Chief Batista for a total of 300 sworn officers the Chief publicly states he needs? Insta
https://www.instagram.com/reel/DBO_2iqCXNk/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA== YouTube
https://youtu.be/IUTKEw_pajo
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 14 David Yakobson
From: John Alle <[email protected]>
Sent: Wednesday, October 16, 2024 9:54 AM
To: The Santa Monica Coalition Organizer
Subject: Today
EXTERNAL
Will it take a second LA County Civil Grand Jury or the Feds to force Santa Monica's City Manager, his Staff, the City Council and the City's Audit Subcommittee to produce transparent ledgers that match money actually spent, and trace who is in receipt of nearly $60 million dollars spent and given away to pre-selected "nonprofits" each year since 2021-2022? "Virtual Audits" from the Moss Adams accounting firm, and City Manager David White reviewing and editing the alleged audits before they are even made public, have shortchanged the needy, residents, businesses and tourists.
Insta
https://www.instagram.com/reel/DBMQnzhCQol/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA== YouTube
https://youtu.be/Md4aoS7azNw
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 15 David Yakobson
From: John Alle <[email protected]>
Sent: Tuesday, October 15, 2024 8:53 AM
To: The Santa Monica Coalition Organizer
Subject: Palisades Park and Ocean Avenue Yesterday
EXTERNAL
In Santa Monica, a contrast in real time. Day One of the 1st Technology Outdoor Street Fair, which closed off a portion of Ocean Avenue and Palisades Park. The event showcases high-tech start-ups, LA's entrepreneurs, AND Santa Monica's inattention and neglect of its open drug sales, drug use and transient addicts sprawled out on the other side of the event barricades. City Manager David White, did you or anyone from your staff walk and inspect the perimeter grounds? "High-tech" does NOT jive well with "high crime." Insta
https://www.instagram.com/reel/DBJl5oLioHv/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA== YouTube
https://youtu.be/25VKd-dKGB8
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 16 David Yakobson
From: Eric Kraft <[email protected]>
Sent: Monday, October 14, 2024 10:52 AM
To: Gleam Davis; Lana Negrete; Phil Brock; Christine Parra; Caroline Torosis; Oscar de la Torre; Jesse Zwick; councilmtgitems
Cc: Stephanie Kraft
Subject: Fluoride in Santa Monica Water
EXTERNAL
Hello council -
I know we are in the middle of an election and everyone is focused on that, but I wanted to flag an issue that deals with the health of the residents.
There had been a lot of talk these days / scientific studies that show that fluoride exposure is harmful to pregnancies and small children - there seems to be a direct link to reduced IQ.
Fluoride in water has been banned in Europe since 1990.
The City of Santa Monica adds fluoride to the water supply. Is that within the control of the city or is that mandated by the state?
Just a conversation to start and see if we have the ability to remove it.
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 17 Item 1
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) 18 Item 1
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Attachment: Written Comments [Revision 1] (6740 : Written Comments) City Council
Report
City Council Meeting: October 22, 2024
Agenda Item: 3.A
1 of 1
To: Mayor and City Council
From: Nikima Newsome, City Clerk, Special Agenda Items
Subject: Commendation: Stephanie Inouye, Trevor Nichols & Jeff Jarow Prepared By: Gilbert Portillo, Administrative Staff Assistant Approved Forwarded to Council
3.A
Packet Pg. 55
City Council
Report
City Council Meeting: October 22, 2024
Agenda Item: 3.B
1 of 1
To: Mayor and City Council
From: Nikima Newsome, City Clerk, Special Agenda Items
Subject: Commendation: Ye Olde King's Head
Prepared By: Gilbert Portillo, Administrative Staff Assistant Approved Forwarded to Council
3.B
Packet Pg. 56
City Council
Report
City Council Meeting: October 22, 2024
Agenda Item: 3.C
1 of 1
To: Mayor and City Council
From: Nikima Newsome, City Clerk, Special Agenda Items
Subject: Commendation: Cirque du Soleil
Prepared By: Gilbert Portillo, Administrative Staff Assistant Approved Forwarded to Council
3.C
Packet Pg. 57
City Council
Report
City Council Meeting: October 22, 2024
Agenda Item: 3.D
1 of 1
To: Mayor and City Council
From: David White, City Manager, City Manager's Office
Subject: City Manager Report
Prepared By: Sergio Ramirez, Chief of Staff
Approved Forwarded to Council
3.D
Packet Pg. 58
City Council
Report
City Council Meeting: October 22, 2024
Agenda Item: 4.C
1 of 1
To: Mayor and City Council
From: Douglas Sloan, City Attorney, City Attorney's Office Subject: Conference with real estate negotiator - Gov. Code § 54956.8: properties:
1030 Olympic Blvd and 1713 11th Street; owner of record: BB LAND Company; City Negotiators: Heather Averick, Director of Housing and Human Services, and Natalie Verlinich, Housing Manager; owner negotiators: Diane Cabo, Broker for Seller; under negotiation: price and terms of payment for sale or option
Prepared By: Andrew Cabello, Legal Assistant
Approved Forwarded to Council
Attachments:
A. Written Comment
4.C
Packet Pg. 59
1 David Yakobson
From: Mathew Millen <[email protected]>
Sent: Friday, October 18, 2024 11:18 AM
To: councilmtgitems; Phil Brock; Lana Negrete; Oscar de la Torre; Christine Parra Subject: Item 4C for Oct 22nd
Attachments: 4C.pdf
EXTERNAL
Dear Council Members: if the intent of purchasing these lots is to build MORE low income housing in the Pico Neighborhood, please don't buy them.
Attached are my comments
Item 4-C
October 22, 2024
Item 4-C
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4.C.a
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Attachment: Written Comment (6741 : 4.C. Closed Session) Item 4-C
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Attachment: Written Comment (6741 : 4.C. Closed Session) Item 4-C
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Attachment: Written Comment (6741 : 4.C. Closed Session) Item 4-C
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Attachment: Written Comment (6741 : 4.C. Closed Session) Item 4-C
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4.C.a
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Attachment: Written Comment (6741 : 4.C. Closed Session) Item 4-C
October 22, 2024
Item 4-C
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4.C.a
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Attachment: Written Comment (6741 : 4.C. Closed Session) Item 4-C
October 22, 2024
Item 4-C
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Attachment: Written Comment (6741 : 4.C. Closed Session) Item 4-C
October 22, 2024
Item 4-C
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Attachment: Written Comment (6741 : 4.C. Closed Session) Item 4-C
October 22, 2024
Item 4-C
October 22, 2024
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Attachment: Written Comment (6741 : 4.C. Closed Session) Item 4-C
October 22, 2024
Item 4-C
October 22, 2024
4.C.a
Packet Pg. 69
Attachment: Written Comment (6741 : 4.C. Closed Session) City Council
Report
City Council Meeting: October 22, 2024
Agenda Item: 5.A
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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)
Recommended Action
Staff recommends that the City Council
1. Adopt a finding of categorical exemption pursuant to Section 15331 of the California Environmental Quality Act (CEQA) Guidelines.
2. Adopt the attached Resolution authorizing the City Manager to execute Historic Property Preservation Agreement (Mills Act Contract) between the City of Santa Monica and the owners of City-designated historic resources located at: 518 Adelaide Drive, 1401 Palisades Beach Road, 1132 Princeton Street, and 1138 Princeton 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, 100 properties in Santa Monica are protected with Mills Act contracts.
The City received four applications for consideration in 2024 and all are residential properties – one single-unit dwelling and three multi-unit developments. On August 12,
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2024, the Landmarks Commission reviewed and recommended approval for three of the proposed Mills Act Contract requests (1401 Palisades Beach Road, 1132 Princeton Street, and 1138 Princeton Street) and directed staff to forward recommendations to the Council in support of these new applications. The remaining Mills Act application for 518 Adelaide Drive was not able to be considered or recommended by the Landmarks Commission due to a Commission conflict that precluded the Commission from reviewing and making a recommendation. However, the Municipal Code does not require that the Landmarks Commission act on Mills Act contracts before Council approval and therefore, City Council has the authority to approve a Mills Act contract without a recommendation from the Landmarks Commission.
Staff has determined that each application meets all applicable requirements of State law and the Santa Monica Municipal Code. Therefore, staff recommends approval of all four Mills Act Contracts. Mills Act contracts are approved by Resolution of the City Council (Attachments E through H).
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Discussion
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 such 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 Santa Monica Municipal Code 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 in property tax. In exchange for a property tax reduction, the owner agrees to protect, maintain and, if necessary, restore/rehabilitate 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
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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), and as subsequently amended from time to time. Property owners are also required to submit a report to the City on an annual 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.
There are one single-unit dwelling and three multi-unit applications for consideration for this calendar year; 518 Adelaide Drive; 1401 Palisades Beach Road; 1432 Princeton Street and 1438 Princeton Street. 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 work that had been previously conducted was done in a manner that is consistent with the Secretary of the Interior’s Standards.
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518 Adelaide Drive
Figure 1: Photo of 518 Adelaide Drive
A Mills Act Contract is proposed for the French Revival style single-unit dwelling constructed in 1925 and designed by the architects of Ruoff & Munson per the Los Angeles County Assessor’s Office. The parcel was designated a Santa Monica Landmark on February 10, 2020, by the Landmarks Commission.
The main two-story structure is offset to the west. Central to the design is a large twostory rotunda with the primary entry in front of the wing at the center of the site. This is nestled by the short wing with a stair on the east that projects towards the front and connects with the living room space on the east.
The building’s character defining features include its overall visual effect, complex massing, large chimney, rounded entrance tower and exterior porches. The specific details of the style include: steeply pitched gabled and conical roof forms, French doors, single-light wood and casement windows with shutters, wrought iron balconettes, troweled and textured stucco cladding, clay tile attic vents, and terra cotta chimney caps.
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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 A) along with a general schedule for completion of work. As discussed more fully in Attachment A, the property appears to be in fair/good condition. The contract would specify landscape work including removal or significant trimming of existing plantings adjacent to the building. The front lawn is the primary feature of landscape as viewed from the street and should have regular fertilization and seeding maintenance for upkeep.
The largest rehabilitation costs specify a structural engineer to calculate, evaluate and prepare plans for seismic upgrades to the building(s) specifically shoring the foundations that have settled, updating the building’s seismic readiness as well as well as replacement of the entire roof. Stucco repair will likely be needed following the building stabilization. The repairs should be carefully crafted to maintain the texture, color and facade finish. Work proposed such as window rehabilitation and replacement of those windows that have been altered or are fully damaged, contracting with a licensed contractor for a building inspection report on electrical (likely in need of an upgrade), plumbing and heating systems (building system upgrades) and following recommendations on verifying the existing roof conditions has 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 which include a thorough assessment of the existing conditions and worked permitted under an existing building permit. 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 house is undergoing a thorough renovation and maintenance assessment for the first year as well as construction upgrades (24BLD-0148) which are estimated to have a total cost of approximately $420,000 with all identified exterior restoration/rehabilitation projected to cost $530,000 over the initial 10-year contract period. 1401 Palisades Beach Road
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Figure 2: Photo of 1401 Palisades Beach Road
The subject property consists of two, two-story buildings – a main beach-facing dwelling and a rear (east) street-facing residence. The subject property is situated on the west side of Palisades Beach Road (Pacific Coast Highway) on Lots 12 and 13 of the Sunset Beach Tract in the City of Santa Monica. The subject property fronts west and is located along The Promenade (Ocean Front Walk) and the Pacific Ocean. The property consists of a total of 8 units constructed in the designated structure and three located adjacent to Palisades Beach Road building for a total of 11 units on-site. A Mills Act Contract is proposed for the 8-unit residential building and parcel with the west facing building designated on August 14, 2006, and not including the Palisades Beach Road adjacent building as it is not included in the designation.
The beach residences, while primarily vernacular in design, reflect elements of Shingle Style associated with seaside resorts of the northeastern states in the years between 1880 and early 1910’s. The character defining features of the designation, a 1909 Turnof-the-Century vernacular beach cottage with eclectic architectural influences, include the primary, beach-facing residence with its simple gabled roof form, rectangular massing, wood frame construction, wood shingles and other wood material sheathing,
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wood frame multipaned-over-one sash fenestration and simple wood surrounds and the early conversion of the open porches to create a band of windows on the primary elevation.
As part of the Mills Act application, an architect’s report was prepared by Michele McDonough. The report details the extensive interior renovation work and exterior work, and annual maintenance needs (Attachment B). As discussed more fully in Attachment B, the building is undergoing substantial renovation, and a Certificate of Appropriateness has been submitted for the exterior work. Rehabilitation improvements included systems (plumbing, electrical, mechanical), roofing and door, window, sash replacement of missing casings with mitered edges, and cedar shingle replacement for badly damaged shingles. Some wood windows will be replaced in-kind and divided lights that are missing or previously incorrectly renovated. The doors are non-original and will be replaced.
The estimated cost for these completed rehabilitation improvements, inclusive of interior work is $898,364. Future maintenance/rehabilitation work associated with the Mills Act contract includes rehabilitation of window moldings and casings, painting, and annual landscape and irrigation maintenance and care. 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 $239,725 over the ten-year contract period.
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1132 Princeton Street
Figure 3: Photo of 1132 Princeton Street
A Mills Act Contract is proposed for two-story garden apartment buildings located at 1132 Princeton Street and 1138 Princeton Street, two courtyard buildings developed as separate parcels in 1947, and designated a Structure(s) of Merit by the Landmark Commission on June 10, 2024. The building’s feature elements of the Late American Colonial Revival style and were designed by Martin Stern, master architect.
As part of the Mills Act application, an architect’s report was prepared by Chattel, Inc.
The Structure of Merit designation and architectural report notes the following character defining features: two-story building height, L-shaped building oriented around a courtyard, symmetrical construction with the central entrance at the east elevation, stucco cladding at the first floor and wide clapboard siding at the second floor, open entries with fluted pilasters, broken pediment door surrounds with a single octagonal multi-light window above, low sloping, cross-hipped roof, paired four-over-four, double hung windows, shutters, three breezeways connecting two units on the first floor and two units on the second floor, tinted concrete paving, decorative handrails and magnesite paving along the breezeways.
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. Some of the building’s system upgrades have been completed in
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anticipation of the Mills Act contract. They include an upgraded electrical system, a new sewer line, and painting.
Major expenditures include assessing windows, doors, roof, and siding material integrity. The contract specifies the HVAC systems for individual units will be upgraded as unit vacancies occur. The highest anticipated expenditure is the building’s structural evaluation and seismic upgrade valued at $100,000 with anticipated work scheduled for 2026. In total, the applicant has identified that the amount of $459,000 be invested into the rehabilitation of these systems. In addition to the rehabilitation plan, 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 also been included in the application. The existing building condition is listed as good/ excellent and in need of standard regular maintenance. The upgrades and repairs described in systems upgrades. The identified maintenance tasks over 10 years are estimated to have a total cost of $27,500.
1138 Princeton Street
Figure 4: Photo of 1138 Princeton Street
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As mentioned in the section above for 1132 Princeton Street, a separate Mills Act Contract is proposed for the multi-unit residential building at 1138 Princeton Street.
Both properties are situated on the west side of Princeton Street, north of Wilshire Boulevard. The Late American Colonial Revival style is featured in the two-story tall, L shaped building, with long leg perpendicular to the street and the short leg parallel to Princeton Street. The building is a wood-framed construction with exterior walls clad in stucco at the first floor and wide horizontal siding at the second floor.
This property, along with 1132 Princeton Street was designated a Structure of Merit on June 10, 2024, and has an architect’s report prepared by Chattel, Inc. Since the two sites mirror each other the character defining features are the same and include: twostory building height, L-shaped building oriented around a courtyard, symmetrical construction with the central entrance at the east elevation, stucco cladding at the first floor and wide clapboard siding at the second floor, open entries with fluted pilasters, broken pediment door surrounds with a single octagonal multi-light window above, low sloping, cross-hipped roof, paired four-over-four, double hung windows, shutters, three breezeways connecting two units on the first floor and two units on the second floor, tinted concrete paving, decorative handrails and magnesite paving along the breezeways.
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 overall is in good condition with some specific elements identified in fair condition. The electrical system has been upgraded, the main sewer line replaced, and the building has been painted. The rehabilitation work for the current year includes rehabilitation improvements to the hardscape, landscape, painting, light fixture and vent replacement. Major expenditures include assessing windows, doors, roof, and siding material integrity. The contract specifies the HVAC systems for individual units will be upgraded as unit vacancies occur. The highest anticipated expenditure is the building’s structural evaluation and seismic upgrade valued at $100,000 with anticipated work scheduled for 2026.
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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 an annual loss of approximately $27,500 with all identified rehabilitation and restoration work including system upgrades, exterior, and site work totaling $459,000 having been completed over the initial 10-year contract period.
Environmental Review
Execution of the Mills Act contracts are categorically exempt from CEQA pursuant to Section 15331 of the CEQA Guidelines. Section 15331 (Class 31) exempts projects limited to maintenance, repair, stabilization, rehabilitation, restoration, preservation, conservation or reconstruction of historical resources in a manner consistent with the Secretary of the Interior's Standards for the Treatment of Historic Properties with Guidelines for Preserving, Rehabilitating, Restoring, and Reconstructing Historic Buildings. The contracts provide financial incentives for preservation of historic properties and all work previously conducted on the property conforms to the Secretary of the Interior’s Standards for the Treatment of Historic Properties. Therefore, the contracts are exempt pursuant to Section 15331 of the CEQA Guidelines.
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 $14,479 for FY 2024-25 and subsequent years thereafter. A summary financial analysis table is included as Attachment I.
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Prepared By: Regina Szilak, Associate Planner
Approved Forwarded to Council
Attachments:
A. 24ENT-0066 (518 Adelaide Dr) attachment A
B. 24ENT-0156 (1401 Palisades Beach Road) attachment B
C. 24ENT-0090 (1132 Princeton) attachment C
D. 24ENT-0092 (1138 Princeton St) attachment D
E. Resolution Mills Act Contract 518 Adelaide Drive
F. Resolution Mills Act Contract 1401 Palisades Beach Road G. Resolution Mills Act Contract 1132 Princeton
H. Resolution Mills Act Contract 1138 Princeton
I. 2024 Mills Act Financial Analysis
J. 518 Adelaide Oaks
K. 1401 PBR Oaks
L. 1132-36 Princeton Oaks
M. 1138-42 Princeton Oaks Disclosure signed
N. 518 Adelaide Levine
O. 1401 PBR Levine
P. 1132-36 Princeton Levine
Q. 1138-42 Princeton Levine Disclosure signed
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Ci:, of
San ta 1'lonloa'"
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 vVW\¥.'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 tennination. The effect of a non-renewal notice is contract termination at the end of the then current ten-year tenn. 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 tenn. 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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Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation
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 recommendatiol). 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 fonn for more infonnation 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 steve.mizokami@ mgov.net.
Before submitting your application, please check that you have �ncluded the following items:
□ Completed application fmm.
□ Restoration/Rehabilitation and/or Maintenance Plan.
D An Architectural Rep011 identifying the status of all character-defining features of the building prepared by a certified architect.
D Financial Analysis form with information required (two highlighted boxes only).
D Photographs of all building elevations and character-defining features of the structure(s).
D Copy of the Grant Deed for the property.
D Copy of latest prope11y tax bill.
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Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation City of Santa Monica
Planning and Community Development Department
City Planning Division
(310) 458-8341
Ci:1• ct
Santa 1'lonl<rn"'
MILLS ACT CONTRACT APPLICATION
Application Number (s) ___________ _ Date Filed:
Fee:
Receipt#
Received by:
PROJECT ADDRESS ----=....:..=.�==c=...:;;;..;..;..;..;:a... _ 518 Adelaide Drive ______________ _ Land Use Element District ------- Zoning District __ R_1 ____ _ Legal Description (Lot, Block, Tract) -------- Legal Description (Book, Page, Parcel#) 4293-001-007 APPLICANT:
Name: David Kaplan, Kaplan Chen Kaplan
Address: ----------------- 2526 18th Street Santa Monica 90405 Phone: 310-452-7505 Fax: 310-452-1494 e-mail: [email protected] CONTACT PERSON OTHER THAN APPLICANT (optional):
Name:
Address:
Phone:
-- --------------
-------Fax: -------- e-mail: ---------
ARCHITECT/DESIGNER:
Name:
Address:
Phone:
Robert Anderson
----------------- 818-335-0028 Fax: ________ e-mail: [email protected] Santa Monica Business License No. ----
PROPERTY OWNER (if other than applicant):
Name: Kerry Samovar and Jill Samovar
Address: 518 Adelaide Drive Santa Monica 90402
Phone: -------Fax: -------- e-mail: [email protected] ATTORNEY (optional}:
Name:
Address:
Phone:
-----------------
------- Fax: -------- e-mail: ---------
Santa Monica Business License No. ----
24ENT-0066
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Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation Existing Use of Prope1iy: __ S_in-g�le_Fa_m__i-ly_R_es_id_e_n_tia_l _ ___ _ Date of Local Designation: __ F_e_bu__r a_r�y_1_0� 1
_2_0_2_0 _____ _
Please give a brief summa1y of the general condition of the L<l;ndmark Structure:
Overall fair to satisfactory condition with settlement along front facade.
Wood windows and doors need refurbishment.
Is rehabilitation or maintenance needed? (Select one)
Rehabilitation ____x__Maintenance
Is the prope1iy designated as pa1i of an historic district? Yes __ No _x__ If so, what district? --------------
Is the prope1iy listed on the National Register of Historic Places? Yes __ No _x_ 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 prope1iy. If the building is already restored and in good condition, a maintenance list must be submitted to suppmi the need for tax relief.
Please submit one (1) unbound. single-sided copy of each of tile following items:
1. An Architecniral 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 prope1iy. 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 pe1iodic/ongoing maintenance needs of the structure including plumbing, electrical, roofing and structural systems. This infmmation 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. Infmmation required for the Financial Analysis (fill in the two highlighted boxes on the attached fmm). Staff will use this form to calculate an estimate of the Mills Act tax assessment with the info1mation provided. Please note that this f011hcoming 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.
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Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation
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 ce1iify that the information contained in this application and attached hereto is c01Tect to the best of my knowledge and that this application is made with the knowledge and consent of the prope1iy owner.
APPLICANT'S SIGNATURE: �, d IS? � DATE: March 15, 2024
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 appli� is bei:_made
.
wi
.
th my consent.
� _
Marth 29, 2024
PROPERTY OWNER'S SIGNATURE DATE I # -- PROPERTYO� DATE
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Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation 518 Adelaide Drive
Santa Monica, California
Historic Structure Condition Assessment
and Maintenance Plan
March 15, 2024
Submitted by:
Kaplan Chen Kaplan
2526 Eighteenth Street
Santa Monica, CA 90405
David Kaplan, Preservation Architect
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Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation 518 Adelaide Drive, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 1 March 15, 2024
CONDITION ASSESSMENT REPORT
Overview
The property at 518 Adelaide Drive constructed in 1925, consists of a singlefamily two-story home designed by architects Ruoff & Munson in the French Revival style that has been designated as a City of Santa Landmark. The parcel is located in the north of the City of Santa Monica overlooking Santa Monica Canyon and approximately five blocks from the ocean. The site and buildings at 518 Adelaide Drive are in adequate to fair condition and in need of significant maintenance and repair.
Project Site
Kaplan Chen Kaplan conducted an historic resources condition assessment of 518 Adelaide Drive, The property is identified as Assessor's Parcel Number 4293-001-00. The property is located at the northern border of Santa Monica and overlooks Santa Monica Canyon with a view of the ocean to the west. The property includes small parcels on the north side of Adelaide Drive but they are steeply sloped and unbuildable. The primary parcel with the landmark residence is generally rectangular, relatively flat in the rear yard and sloping down to a slightly angled frontage along Adelaide Drive.
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Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation 518 Adelaide Drive, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 2 March 15, 2024
Aerial photo with property at 518 Adelaide Drive outlined in white. There are associated parcels across Adelaide that are part of the property but are steeply sloped and unbuildable.
The relatively large single family parcel roughly 115 wide by 178 to 186 feet deep contains a two story single family residence with small basement area built as a wood frame structure with plaster exterior. According to the Los Angeles County Assessor, the French Revival style residential building at 518 Adelaide Drive was constructed in 1925 with modifications in 1940. The main two story structure is offset to the west. There is large two story rotunda tower with the main entry in front of the wing at the center of the site nestled by the short wing with the stair on the east that projects towards the front and connects with the living room on the east. There is also a tall one story wing projecting south towards the rear yard with a covered outdoor area at the south end.
Aerial photo of 518 Adelaide Drive with residence.
Neighborhood and General Building Description
The property is located on the south side of Adelaide Drive east of Fourth Street that connects to nearby San Vicente Boulevard and adjacent streets. The nearby properties on Adelaide Drive are two story residences of differing styles built over decades. An alley is located behind the property. Multi-family three story
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Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation 518 Adelaide Drive, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 3 March 15, 2024
buildings that face San Vicente are on the opposite side of the alley. The area is near the ocean and subject to the coastal climate
The Los Angeles County Assessor indicates a total of 3,424 square feet of interior space for the landmark residence. The building has a stucco exterior finish with a modeled and slightly textured surface with radius corners at building edges and window and door openings. There are a few ornamental metal elements including two second floor balconies that project from the building and railings at the French doors on the front elevation. The openings are a mix of original wood doors and windows primarily on the front and east elevation and later replacement aluminum windows primarily jalousie windows on the south and west behind the garage. Most of the window openings are flanked with surface mounted wood shutters. The shutters consist of two vertical rough sawn boards with a chamfered cross piece at the upper and lower quarter points.
There are a couple of leaded glass windows including a large panel at the stair landing and one behind a decorative opening in the exterior stucco. There are two masonry chimneys with clay tile flue extensions. The roofing is composite asphaltic shingles. There are clay tile attic vents which may suggest that the roof was also originally clay tile. Semi-circular gutters surround the entry rotunda and run along the top of several walls with downspouts to grade.
There is extensive paving including the original driveway that consists of different sizes of individual cast concrete rectangular panels. There is a small entry court in front of the residence starting at the entry to the rotunda porch area and running to the west to meet the driveway with a return to the façade defined with low landscape. The driveway sloping down to the street is also paved with a pattern of different sized rectangular cast concrete panels and has a low retaining wall to the adjacent front yard on the east.
The landscape in the front yard is primarily lawn with a low hedge at the public sidewalk and plantings near the building. There are no trees in the front yard other than a tree close to the northeast corner of the living room and a large palm tree toward the back along the east property line. The rear yard includes lawn on the east and around the back of the house with a large portion along the rear property paved for a tennis court Rectangular cast concrete paving from the original drive before construction of the garage exists on the west side of the residence behind the garage leading to the paved court.
A fundamental issue for long term maintenance of the residence is the settling of the house along the north elevation as well as the southeast.
5.A.a
Packet Pg. 91
Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation 518 Adelaide Drive, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 4 March 15, 2024
Character Defining Features – Condition Assessment and Treatment Primary character-defining features of 518 Adelaide Drive as outlined in the “Landmark Assessment Report” (GPA, December 18, 2020) notes:
Overall Visual Character
• One- and two-story height
• Complex massing, including large chimneys, rounded entrance tower, and exterior porches
• Steeply pitched gabled and conical roof forms
• French doors, single-light wood and casement windows
• Balconettes
• Stuccoed wingwall
Exterior Materials and Craftsmanship
• Troweled and textured stucco cladding
• Wood windows, doors, and shutters
• Wrought iron balconettes
• Clay tile attic vents
• Terra cotta chimney caps
The STOA (Statement of Official Action dated February 10, 2020) formulated by the Landmarks Commission at the time of designation notes the following character defining features:
• One and two-story height with complex massing including large chimneys, and rounded entry tower;
• Steeply pitched gabled and conical roof forms;
• French doors, single-light wood and casement windows; • Troweled and textured stucco cladding;
• Wood windows, doors, and shutters;
• Wrought iron balconettes;
• Clay tile attic vents and terra cotta chimney caps.
The following report includes a condition assessment of the property with categories that include key exterior elements and character defining features as well as strategies for refurbishment and ongoing maintenance and repair of these structures and site. The Mills Act maintenance plan is to refurbish and preserve the historic character and historic features of the residence.
5.A.a
Packet Pg. 92
Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation 518 Adelaide Drive, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 5 March 15, 2024
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.
5.A.a
Packet Pg. 93
Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation 518 Adelaide Drive, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 6 March 15, 2024
SUMMARY OF REPAIR / MAINTENANCE WORK
Sitework
Location:
The front yard terminates at the public sidewalk with a low retaining wall along the public sidewalk that turns up the driveway on the west. There is extensive paving that consists of different sizes of individual cast concrete rectangular panels at the driveway, the entry court walkways and areas behind the house including an original extension of the driveway behind the garage. The front entry sidewalk is also paved with similar pavers and with a couple of steps at the sidewalk. Areas around the south wing on the back of the house have been remodeled and the paving is a different pattern. There is a small entry court in front of the residence surrounded by low plantings. There is a circular scored concrete and brick framed landing at the front door. A bronze plaque is mounted on a large stone commemorating the Landmark property in the front yard. The back of the property includes a large, paved tennis court and wall along the alley.
Condition:
The extensive original paving is generally in place and in adequate condition with a few areas of settling along the walk and missing pavers. Steps at the street and low retaining wall at driveway have minor cracks. A non-original slumped brick wall is discolored and splitting apart. The house is settling especially along the front northeast corner as well as the southeast of the residence. The front circular entry porch is in one piece but steeply sloping due to settlement. A semicircular pattern of rust has developed on the scored concrete from the metal balcony overhead. The tennis court is faded and occupies much of the backyard but is not a character defining feature of the property.
Treatment:
The grade needs to be reduced along the front elevation, especially at the living room. The paved walk areas can be cleaned but not so aggressively to damage the material. Offset paving panels should be adjusted for a level path. Additional markings for safety can be added on stair treads. The low retaining wall at the driveway may require replacement and steps at the sidewalk should be reviewed for cosmetic repair.
5.A.a
Packet Pg. 94
Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation 518 Adelaide Drive, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 7 March 15, 2024
Landscape
Location:
The front yard is primarily lawn with small plants and against the front façade and a small tree at the northeast corner. There is also lawn outside the areas of paving on the east and west of the residence and around the backyard. There are a few small trees and plantings on the rear and side yards and a tall palm tree along the eastern property line. Much of the backyard is paved as a tennis court.
Condition:
Plantings are too close to the front elevation allowing moisture to accumulate.
Other plantings around the building are small and sparse. Areas of the side and rear yard lawn have worn areas creating patches in the lawn. The palm tree appears to have been maintained.
Treatment:
Existing plantings directly adjacent to the residence especially at the north should be removed or significantly trimmed. Bare lawn areas should be fertilized and reseeded, re-planted or otherwise landscaped. Added irrigation with care not to direct near the building may help in maintenance. The large palm tree along the eastern property line has been maintained with dead palm fronds removed and that should be continued.
Foundations / Structural
Location:
The residence has typical continuous perimeter footings and internal piers for support of the wood frame structure. There are concrete footings, but little is visible as plaster finish continues to grade. The foundations do not show obvious failures although the front along the north especially at the living room and dining room has settled substantially There are apparent seismic improvements with a steel plate bolted to the wood frame and foundation.
Condition:
There is evidence of cracking in some foundations. The front façade has subsided in the grade. There is also evidence of settling at the southeast of the
5.A.a
Packet Pg. 95
Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation 518 Adelaide Drive, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 8 March 15, 2024
residence. This settling allows moisture to penetrate into the structure. The wood frame and roof construction exposed during work on the upper floor appears sound with typical older framing details, Interior wall finish cracking such as in the stairway is likely the result of settling of the building. The floor in the living room slopes down to the front north wall.
Treatment:
A structural engineer should review. Additional seismic strengthening, shoring or underpinning for settlement may be required. Any unsafe seismic condition should be strengthened including review of attachments of the wood frame to the concrete footings.
Plaster Exterior
Location:
The building exterior is a slightly uneven surface and textured stucco. This texture is relatively consistent around the building. The stucco finish wraps into the door and window jambs. There are also two open patterns in the stucco in front of windows – a decorative shape at the ground floor with leaded glass behind and a gridded opening at the upper floor with a clear operable sash behind.
.
Condition:
The stucco is in adequate to fair condition with a few cracks primarily from settlement of the north facade.
.
Treatment:
The stucco is best maintained with regular cycles of prep and paint. Following stabilization of the structure, repairs need to be carefully crafted to match the original finish and color.
.
Wood Doors
Location:
Exterior doors are primarily wood frame with glass. These doors are in pairs around the living room and one set off the dining room. The doors appear original with a few modified as fixed and with hardware removed. The balcony door are also pairs of wood sash with glazing. The front entry door is a solid
5.A.a
Packet Pg. 96
Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation 518 Adelaide Drive, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 9 March 15, 2024
wood door. A few non original wood doors are located on the rear and west elevation behind the garage.
Condition:
The original doors are mostly intact although showing years of deferred maintenance and should be preserved where possible, especially the front entry door. A few doors have rotted bottoms and hardware removed. Pairs of doors facing west on the living room and dining room are badly damaged with water damage evident. The thin mullions separating the glass are also in poor condition
Treatment:
Doors should be evaluated for repair and rehabilitation where possible as well as whether any doors should be rebuilt due to extensive damage. Rotting at the bottom of doors should be checked so that there is no long-term deterioration.
Fully damaged doors can be replaced with new doors with matching profiles.
Painting should be provided that carefully protects and maintains the original door. Doors should be prepped and painted on a regular basis. Original hardware that can be repaired should be maintained or as needed replaced with compatible hardware.
Windows
Location:
Most of the windows on the front (north) and east elevation are original wood windows. Two windows on the front have been replaced with large single pane fixed glass. Operable original windows are hinged sash. Some windows also have a second wood sash with screen. Windows on the south and a few on the west have been replaced with a mix of slider and jalousie type aluminum windows. There is also a leaded glass window behind a decorative plaster screen as well as a large rectangular leaded glass on the upper east elevation.
Condition:
Existing windows are in need of refurbishment. Window hardware is missing in places. Not all windows provide a tight seal to the exterior. The screen window elements should be reviewed for function and to determine if original to be retained. Many replacement windows are in basic functional condition but do not appear appropriate to the landmark such as the jalousie and aluminum slider windows. The leaded glass windows appear in satisfactory condition.
5.A.a
Packet Pg. 97
Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation 518 Adelaide Drive, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 10 March 15, 2024
Treatment:
Wood windows need to be maintained to preserve the wood and avoid water intrusion into frames and exterior walls. Aluminum window sash may pit especially near the ocean and where appropriate should be replaced with compatible window types. The wood windows should be carefully maintained with regular schedule of prep and paint. Ongoing window maintenance programs may consider replacements of the aluminum to match original wood windows.
Window operation should be reviewed and rehabilitated as needed.
Decorative Metalwork
Location:
There are two decorative projecting metal balconies on the front façade, a semicircular one at the second floor tower over the entry door and a rectangular balcony nearby off the front bedroom at the second floor. There are also small railings at the ground floor around the living room French doors.
Condition:
Most of the decorative features appear in satisfactory to good condition although attachments are unknown.
Treatment:
The metal balconies and railings should be periodically refurbished, painted and continually maintained in light of the nearby ocean moisture. The balconies’ attachments should be structurally evaluated for safety.
Clay Tile Vents and Chimney Caps
Location:
The multiple fireplaces have protruding clay tile flues at the rooftop chimneys.
There are also a variety of attic vents that are protruding round clay tiles at the upper façade.
Condition:
The clay tiles are in generally appear in good condition The chimney flues however have not been specifically reviewed for damage.
5.A.a
Packet Pg. 98
Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation 518 Adelaide Drive, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 11 March 15, 2024
Treatment:
The clay tile vents and rooftop chimney caps should be carefully reviewed to avoid damage. It may be appropriate to check the condition of the entire clay tile flue within the chimney. Work on roof and plaster should avoid impact to clay tile features.
Roofing
Location:
The roof is covered with asphaltic shingles that have a notched corner to express an older shingle appearance. The roof is covered by the same material throughout including the roof of the entry rotundo tower. The roof edge trim is dark brown metal.
Condition:
The current roofing may be adequate in most areas for the next few years but there are areas of leaks.
Treatment: .
Roof life cycle should be evaluated. A new roof may be needed immediately or over the next years. Any leaks should be identified and repaired expeditiously.
The roof shingles can be replaced, preferably with shingles with the added thickness.
Gutters and Drainage
Location:
The gabled roof slopes down to metal half round metal gutters along the tops of walls connected to circular downspouts to grade. There are numerous short sections of gutters due to the roof complexities and the gutter surrounding the central rotunda projects outward on brackets to catch the water. There are metal grates at a few locations adjacent to the house, some may be over crawl space access as well as at least one small drainage grate in the front yard.
Condition:
The gutters and downspouts are painted metal. Rust is evident in many sections. The gutter and its attachments at the rotunda are slightly distorted and
5.A.a
Packet Pg. 99
Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation 518 Adelaide Drive, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 12 March 15, 2024
bent. The drain lines in the front yard to the street appear to have been crushed and have not properly drained.
Treatment: Gutters and downspouts should be treated, repaired and painted and where necessary replaced with similar profile gutters Drainage should be reviewed including water tests as necessary. Gutters and attachments at rotunda should be further evaluated. Crushed drain lines should be repaired and replaced.
Hardware
Location:
There are numerous original pieces of hardware throughout the exterior door and window openings. Wood doors have original type hardware although various elements are missing in areas. The doors to the exterior balconies also appear as original. The front entry door appears to have original hardware.
Condition:
The front door handle is in satisfactory condition. Many window and door hardware elements are missing or not properly aligned and functional.
Treatment:
The front door hardware should be reviewed and refurbished. Existing hardware should be repaired and refurbished as much as possible. Replacement hardware for windows and doorways should be selected to maintain consistency and compatibility.
Exterior Lights
Location:
There are wall mounted front porch lights flanking the front entry. There is a similar pair of fixtures at the porch on the south of the living room. There is also a hanging fixture in that porch and another fixture at the corner of the south wing that appear possibly older. A pair of fixtures are also mounted flanking the garage door on the front facade. There are a few miscellaneous security lights and two tall poles one in the rear yard behind the house and the other along the alley with lights for the tennis court.
5.A.a
Packet Pg. 100 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation 518 Adelaide Drive, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 13 March 15, 2024
Condition:
The lights are in satisfactory condition although they may need re-lamping.
Treatment:
Existing porch lights can be re-lamped for energy conservation if the appropriate bulb is chosen. The older fixtures should be evaluated for new wiring and other upgrades. New exterior lighting can be added for security or lighting in the landscape that illuminates the residence and site but should be carefully considered and installed to be compatible
Electrical
Location:
The primary electrical appears to come from the service and is underground to the house. There are a number of older electrical boxes around the residence.
Condition:
The electrical meters appear to be in need of update and other equipment may need upgrades. Much of the wiring is antiquated 3 wire and cloth wrapped wires.
Treatment:
The electrical service should be reviewed by an engineer. The structure should be rewired as well as other appropriate upgrades for safety.
Plumbing
Location:
The interior plumbing and underfloor system is partly visible Condition:
The plumbing service including sewer has not been investigated. Much of the plumbing throughout the house is older piping and in need of replacement. Drain lines buried in the front yard have been crushed.
Treatment:
Plumbing should be reviewed. New service and drain lines may be necessary.
5.A.a
Packet Pg. 101 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation 518 Adelaide Drive, Santa Monica
Condition Assessment and Maintenance Plan
Kaplan Chen Kaplan 14 March 15, 2024
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. Humidity should be considered.
5.A.a
Packet Pg. 102 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
518 Adelaide Drive
FEATURE LOCATION/DESCRIPTION CONDITION TREATMENT PHOTOGRAPHS Sitework The front yard terminates at
the public sidewalk with a
low retaining wall along the
public sidewalk that turns
up the driveway on the
west. There is extensive
paving that consists of
different sizes of individual
cast concrete rectangular
panels at the driveway, the
entry court walkways and
areas behind the house
including an original
extension of the driveway
behind the garage. The
front entry sidewalk is also
paved with similar pavers
and with a couple of steps
at the sidewalk. Areas
around the south wing on
the back of the house have
been remodeled and the
paving is a different pattern.
There is a small entry court
in front of the residence
surrounded by low
plantings. There is a
circular scored concrete
and brick framed landing at
the front door. A bronze
The extensive
original paving
is generally in
place and in
adequate
condition with a
few areas of
settling along
the walk and
missing pavers.
Steps at the
street and low
retaining wall at
driveway have
minor cracks. A
non-original
slumped brick
wall is
discolored and
splitting apart.
The house is
settling
especially
along the front
northeast
corner as well
as the
southeast of
the residence.
The front
circular entry
porch is in one
The grade
needs to be
reduced along
the front
elevation,
especially at
the living
room. The
paved walk
areas can be
cleaned but
not so
aggressively
to damage the
material.
Offset paving
panels should
be adjusted
for a level
path.
Additional
markings for
safety can be
added on stair
treads. The
low retaining
wall at the
driveway may
require
replacement
and steps at
the sidewalk
5.A.a
Packet Pg. 103 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
plaque is mounted on a
large stone
commemorating the
Landmark property in the
front yard. The back of the
property includes a large,
paved tennis court and wall
along the alley.
piece but
steeply sloping
due to
settlement. A
semicircular
pattern of rust
has developed
on the scored
concrete from
the metal
balcony
overhead. The
tennis court is
faded and
occupies much
of the backyard
but is not a
character
defining feature
of the property.
should be
reviewed for
cosmetic
repair.
5.A.a
Packet Pg. 104 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
5.A.a
Packet Pg. 105 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
Landscape The front yard is primarily
lawn with small plants and
against the front façade
and a small tree at the
northeast corner. There is
also lawn outside the areas
of paving on the east and
west of the residence and
around the backyard.
There are a few small trees
and plantings on the rear
and side yards and a tall
palm tree along the eastern
property line. Much of the
backyard is paved as a
tennis court.
Plantings are
too close to the
front elevation
and allow
moisture to
accumulate.
Other plantings
around the
building are
small and
sparse. Areas
of the side and
rear yard lawn
have worn
areas creating
patches in the
lawn. The
palm tree
appears to
have been
maintained.
Existing
plantings
directly
adjacent to the
residence
especially at
the north
should be
removed or
significantly
trimmed. Bare
lawn areas
should be
fertilized and
re-seeded, replanted or
otherwise
landscaped.
Added
irrigation with
care not to
direct near the
building may
help in
maintenance.
The large
palm tree
along the
eastern
property line
has been
maintained
with dead
palm fronds
5.A.a
Packet Pg. 106 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
removed and
that should be
continued.
5.A.a
Packet Pg. 107 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
5.A.a
Packet Pg. 108 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
Foundations/
Structural
The residence has typical
continuous perimeter
footings and internal piers
for support of the wood
frame structure. There are
concrete footings, but little
is visible as plaster finish
continues to grade. The
foundations do not show
obvious failures although
the front along the north
especially at the living room
has settled substantially
There are apparent seismic
improvements with a steel
plate bolted to the wood
frame and foundation
There is
evidence of
cracking in
some
foundations.
The front
façade has
subsided in the
grade. There is
also evidence
of settling at
the southeast
of the
residence. This
settling allows
moisture to
penetrate into
the structure.
The wood
frame and roof
construction
exposed during
work on the
upper floor
appears sound
with typical
older framing
details, Interior
wall finish
cracking such
as in the
stairway is
likely the result
of settling of
A structural
engineer
should review.
Additional
seismic
strengthening,
shoring or
underpinning
for settlement
may be
required. Any
unsafe
seismic
condition
should be
strengthened
including
review of
attachments of
the wood
frame to the
concrete
footings.
5.A.a
Packet Pg. 109 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
the building.
The floor in the
living room
slopes down to
the front north
wall.
5.A.a
Packet Pg. 110 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
Plaster
Exterior
The building exterior is a
slightly uneven surface and
textured stucco. This
texture is relatively
consistent around the
building. The stucco finish
wraps into the door and
window jambs. There are
also two open patterns in
the stucco in front of
windows – a decorative
shape at the ground floor
with leaded glass behind
and a gridded opening at
the upper floor with a clear
operable sash behind.
The stucco is in
adequate to fair
condition with a
few cracks
primarily from
settlement of
the north
facade.
The stucco is
best
maintained
with regular
cycles of prep
and paint.
Following
stabilization of
the structure,
repairs need
to be carefully
crafted to
match the
original finish
and color.
5.A.a
Packet Pg. 111 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
5.A.a
Packet Pg. 112 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
Wood doors Exterior doors are primarily
wood frame with glass.
These doors are in pairs
around the living room and
one set off the dining room.
The doors appear original
with a few modified as fixed
and with hardware
removed. The balcony
door are also pairs of wood
sash with glazing. The front
entry door is a solid wood
door. A few non original
wood doors are located on
the rear and west elevation
behind the garage.
The original
doors are
mostly intact
although
showing years
of deferred
maintenance
and should be
preserved
where possible,
especially the
front entry
door. A few
doors have
rotted bottoms
and hardware
removed. Pairs
of doors facing
west on the
living room and
dining room are
badly damaged
from water.
The thin
mullions
separating the
glass are also
in poor
condition
Doors should
be evaluated
for repair and
rehabilitation
where
possible as
well as
whether any
doors should
be rebuilt due
to extensive
damage.
Rotting at the
bottom of
doors should
be checked so
that there is
no long term
deterioration.
Fully damaged
doors can be
replaced with
new doors
with matching
profiles.
Painting
should be
provided that
carefully
protects and
maintains the
original door.
Doors should
be prepped
5.A.a
Packet Pg. 113 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
and painted
on a regular
basis.
Original
hardware that
can be
repaired
should be
maintained or
as needed
replaced with
compatible
hardware.
5.A.a
Packet Pg. 114 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
Windows Most of the windows on the
front (north) and east
elevation are original wood
windows. Two windows on
the front have been
replaced with large single
pane fixed glass. Operable
original windows are hinged
sash. Some windows also
have a second wood sash
with screen. Windows on
the south and a few on the
west have been replaced
with a mix of slider and
jalousie type aluminum
windows. There is also a
leaded glass window
behind a decorative plaster
screen as well as a large
rectangular leaded glass on
the upper east elevation.
Existing
windows are in
need of
refurbishment.
Window
hardware is
missing in
places. Not all
windows
provide a tight
seal to the
exterior. The
screen window
elements
should be
reviewed for
function and to
determine if
original to be
retained. Many
replacement
windows are in
basic functional
condition but
do not appear
appropriate to
the landmark
such as the
jalousie and
aluminum
slider windows.
The leaded
glass windows
appear in
Wood
windows need
to be
maintained to
preserve the
wood and
avoid water
intrusion into
frames and
exterior walls.
Aluminum
window sash
may pit
especially
near the
ocean and
where
appropriate
should be
replaced with
compatible
window types.
The wood
windows
should be
carefully
maintained
with regular
schedule of
prep and
paint. Ongoing
window
maintenance
programs may
5.A.a
Packet Pg. 115 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
satisfactory
condition.
consider
replacements
of the
aluminum to
match original
wood
windows.
Window
operation
should be
reviewed and
rehabilitated
as needed.
5.A.a
Packet Pg. 116 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
5.A.a
Packet Pg. 117 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
Decorative
Metalwork
There are two decorative
projecting metal balconies
on the front façade, a
semicircular one at the
second floor tower over the
entry door and a
rectangular balcony nearby
off the front bedroom at the
second floor. There are
also small railings at the
ground floor around the
living room French doors.
Most of the
decorative
features
appear in
satisfactory to
good condition
although
attachments
are unknown.
The metal
balconies and
railings should
be periodically
refurbished,
painted and
continually
maintained in
light of the
nearby ocean
moisture. The
balconies’
attachments
should be
structurally
evaluated for
safety
5.A.a
Packet Pg. 118 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
5.A.a
Packet Pg. 119 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
Clay tile
vents and
Chimney
caps
The multiple fireplaces
have protruding clay tile
flues at the rooftop
chimneys. There are also a
variety of attic vents that
are protruding round clay
tiles at the upper façade.
The clay tiles
are in generally
appear in good
condition The
chimney flues
however have
not been
specifically
reviewed for
damage.
The clay tile
vents and
rooftop
chimney caps
should be
carefully
reviewed for
damage. It
may be
appropriate to
check the
condition of
the entire clay
tile flue within
the chimney.
Work on roof
and plaster
should avoid
impact to clay
tile features.
5.A.a
Packet Pg. 120 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
Roofing The roof is covered with
asphaltic shingles that have
a notched corner to
express an older shingle
appearance. The roof is
covered by the same
material throughout
including the roof of the
entry rotundo tower. The
roof edge trim is dark
brown metal.
The current
roofing may be
adequate in
most areas for
the next few
years but there
are areas of
leaks.
Roof life cycle
should be
evaluated. A
new roof may
be needed
immediately or
over the next
years. Any
leaks should
be identified
and repaired
expeditiously.
The roof
shingles can
be replaced,
preferably with
shingles with
the added
thickness.
5.A.a
Packet Pg. 121 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
Gutters and
Drainage
The gabled roof slopes
down to metal half round
metal gutters along the tops
of walls connected to
circular downspouts to
grade. There are
numerous short sections of
gutters due to the roof
complexities and the gutter
surrounding the central
rotunda projects outward
on brackets to catch the
water. There are metal
grates at a few locations
adjacent to the house,
some may be over crawl
space access as well as at
least one small drainage
grate in the front yard.
The gutters
and
downspouts
are painted
metal. Rust is
evident in
many sections.
The gutter and
its attachments
at the rotunda
are slightly
distorted and
bent. The drain
lines in the
front yard to
the street
appear to have
been crushed
and have not
properly
drained.
Gutters and
downspouts
should be
treated,
repaired and
painted and
where
necessary
replaced with
similar profile
gutters
Drainage
should be
reviewed
including
water tests as
necessary.
Gutters and
attachments at
rotunda
should be
further
evaluated.
Crushed drain
lines should
be repaired
and replaced.
5.A.a
Packet Pg. 122 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
5.A.a
Packet Pg. 123 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
Hardware There are numerous
original pieces of hardware
throughout the exterior door
and window openings.
Wood doors have original
type hardware although
various elements are
missing in areas. The
doors to the exterior
balconies also appear as
original. The front entry
door appears to have
original hardware.
The front door
handle is in
satisfactory
condition.
Many window
and door
hardware
elements are
missing or not
properly
aligned and
functional.
The front door
hardware
should be
reviewed and
refurbished.
Existing
hardware
should be
repaired and
refurbished as
much as
possible.
Replacement
hardware for
windows and
doorways
should be
selected to
maintain
consistency
and
compatibility.
5.A.a
Packet Pg. 124 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
Exterior
Lights
There are wall mounted
front porch lights flanking
the front entry. There is a
similar pair of fixtures at the
porch on the south of the
living room. There is also a
hanging fixture in that porch
and another fixture at the
corner of the south wing
that appear possibly older.
A pair of fixtures are also
mounted flanking the
garage door on the front
facade. There are a few
miscellaneous security
lights and two tall poles one
in the rear yard behind the
house and the other along
the alley with lights for the
tennis court.
The lights are
in satisfactory
condition
although they
may need relamping.
Existing porch
lights can be
re-lamped for
energy
conservation if
the
appropriate
bulb is
chosen. The
older fixtures
should be
evaluated for
new wiring
and other
upgrades.
New exterior
lighting can be
added for
security or
lighting in the
landscape that
illuminates the
residence and
site but should
be carefully
considered
and installed
to be
compatible
5.A.a
Packet Pg. 125 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
Electrical The primary electrical
appears to come from the
service and is underground
to the house. There are a
number of older electrical
boxes around the
residence.
The electrical
meters appear
to be in need of
update and
other
equipment may
need upgrades
The electrical
service should
be reviewed
by an
engineer. The
structure
should be
rewired as
well as other
appropriate
upgrades for
safety.
5.A.a
Packet Pg. 126 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
Plumbing The interior plumbing and
underfloor system is partly
visible
The plumbing
service
including sewer
has not been
investigated.
Much of the
plumbing
throughout the
house is older
piping and in
need of
replacement.
Drain lines
buried in the
front yard have
been crushed.
Plumbing
should be
reviewed.
New service
and drain
lines may be
necessary.
5.A.a
Packet Pg. 127 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 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.
Humidity should
be considered.
5.A.a
Packet Pg. 128 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
Photographs
5.A.a
Packet Pg. 129 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
518 Adelaide Drive - north elevation
5.A.a
Packet Pg. 130 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
518 Adelaide Drive - north elevation
5.A.a
Packet Pg. 131 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
618 Adelaide Drive – South (rear) elevation
5.A.a
Packet Pg. 132 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
518 Adelaide Drive - west side from north
5.A.a
Packet Pg. 133 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving 518 Adelaide Drive, Santa Monica Condition Assessment and Treatment Mills Act Application 2024 Kaplan Chen Kaplan
518 Adelaide Drive - east side from north
5.A.a
Packet Pg. 134 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving
MILLS ACT MAINTENANCE PLAN
518 Adelaide Drive
MAINTENANCE PLAN: 518 Adelaide Drive
year 1
Item # Maintenance Feature Location Recommended Treatment Total Schedule Maintenance per Secr of Ints Stds. (Est. Budgets) SITE
1 2024 Sitework Walkways and driveway Refurbish paving, cosmetic repair $ 10,000.00 Grade at north façade Reduce grade at front elevation along east 2 2024 Landscape Around residence Maintain landscape, check irrigation $ 10,000.00 Large palm tree on east Avoid plants and irrigation against stucco walls
EXTERIOR
3 2024 Foundations/Structural Footings at buildings Review structural, shore at area of settlement $ 65,000.00 Improve seismic connection as needed
Geeotech report and engineering
4 2024 Plaster exterior All facades Review plaster. Patch cracks $ 20,000.00 Prep and paint on regular cycle
5 2024 Wood doors Entry, ground floor double doors Maintain original doors $ 20,000.00 balcony doors Prep and paint, reconstruct as needed
6 2024 Windows Throughout Maintain windows and operation. $ 30,000.00 Original primarily on north façade Prep and paint, reconstruct as needed 7 2024 Decorative Metalwork Balconies and door railings Prep and paint approx. 5 year cycle $ 4,000.00 8 2024 Clay tile vents and Rooftop chimneys and attic vents Review clay flue at chimneys $ 3,000.00 chimney caps Maintain exposed clay tile at roof vents
9 2024 Roofing Entire roof Provide new roofing surface. Review in 10 years $ 70,000.00 10 2024 Gutters and Drainage Around building including Repair and refinish gutters as necessary $ 14,000.00 rotunda Repair and replace damaged drain pipes
11 2024 Hardware Exterior Windows and Doors Maintain original entry door hardware, $ 3,000.00 replace missing hardware with consistent
finish
12 2024 Exterior Lights Flanking entries and garage Relamp as needed $ 5,000.00 Check for weather seal and finish condition
SYSTEMS
13 2024 Electrical Power from alley Upgrade service and wiring as needed $ 50,000.00 Fuses boxes at residence at Review exterior outlets for safety southeast. Rewire for safety
14 2024 rehab Plumbing Throughout site and residence Maintain and refurbish plumbing $ 55,000.00 Replace piping as needed
15 2024 Heating/AC/Gas Throughout Rework existing service, include AC for climate $ 20,000.00 Gas feed at south elevation control. Check for shutoffs
ADMINISTRATIVE
16 2024 Permits, Fees (A&E) City of Santa Monica and Professionals $ 45,000.00 inc.l Construction oversight for historic
TOTAL MILLS ACT MAINTENANCE PLAN Year 1 $ 424,000.00
2024 2 518 Adelaide Drive, Santa Monica
5.A.a
Packet Pg. 135 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation
MILLS ACT MAINTENANCE PLAN
518 Adelaide Drive
MAINTENANCE PLAN: 518 Adelaide Drive
years 2 thru 10
Item # Maintenance Feature Location Recommended Treatment Total Schedule Maintenance per Secr of Ints Stds. (Est. Budgets) SITE
17 Sitework Walkways and driveway Ongoing maintnace of pavers and walks $ 2,000.00 ongoing Grade at north façade Review site for further subsidence 18 monthly Landscape Around residence Maintain landscape, check irrigation $ 27,000.00 Large palm tree on east Reveiw plants and irrigation against stucco walls
EXTERIOR
19 2028, 2031 Foundations/Structural Footings at buildings Review ongong status of structural shoring $ 2,000.00 3 year cycle Review for ongoing subsidence
20 2032 Plaster exterior All facades Review plaster. Patch cracks $ 25,000.00 8 year cycle Prep and paint on regular cycle
21 2029 Wood doors Entry, ground floor double doors Maintain original doors $ 12,000.00 5 year cycle balcony doors Prep and paint, reconstruct as needed 22 2029 Windows Throughout Maintain windows and operation. $ 12,000.00 5 year cycle Original primarily on north façade Prep and paint, reconstruct as needed 23 2032 Decorative Metalwork Balconies and door railings Prep and paint approx. 8 year cycle $ 4,000.00 8 year cycle
24 2032 Clay tile vents and Rooftop chimneys and attic vents Review clay flue at chimneys $ 500.00 8 year cycle chimney caps Maintain exposed clay tile at roof vents 25 2039 Roofing Entire roof Review in 10 years $ 3,000.00 15 year cycle Repair as needed
ongoing review
26 2029 Gutters and Drainage Around building including Maintain and refinish gutters as necessary $ 4,000.00 5 year cycle rotunda and drain pipes. Review overall drainage 27 Hardware Exterior Windows and Doors Maintain original entry door hardware, $ 1,000.00 ongoing Repair and replace hardware as needed
28 Exterior Lights Flanking entries and garage Relamp as needed $ 2,000.00 ongoing Check for weather seal and finish condition
Upgrade with compatible as needed
SYSTEMS
29 Electrical Power from alley Maintain electrical system $ 3,000.00 ongoing Fuses boxes at residence at Review exterior outlets for safety southeast. Rewire for safety
30 Plumbing Throughout site and residence Maintain piping $ 3,000.00 ongoing Replace piping as needed
31 Heating/AC/Gas Throughout Maintain HVAC service $ 5,000.00 ongoing Gas feed at south elevation Check for humidity issues
ADMINISTRATIVE
32 as needed Permits, Fees (A&E) City of Santa Monica $ 500.00 TOTAL MILLS ACT MAINTENANCE PLAN Years 2 thru 10 $ 106,000.00 TOTAL MILLS ACT MAINTENANCE PLAN Years 1 thru 10 $ 530,000.00 2024 2 518 Adelaide Drive, Santa Monica
5.A.a
Packet Pg. 136 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation 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
$ 15,000.$180.000.
$6,442.79 (update tbd)
5.A.a
Packet Pg. 137
Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving E493367
This page is part of your document - DO NOT DISCARD
20230717210
I llllll lll lllll llll lll llll lllll lll lllll 1111 11111111111 pg 8 if Recorded/Filed in Official Records
Recorder's Office, Los Angeles County,
California
10/20/23 AT 08:00AM
FEES: 34. 00
TAXES: 38,695.00
OTHER: 0.00
PAID: 38,729.00
II I I II II Ill I II I I II II Ill 1 111111111111 11
LEADSHEET
Ill I Ill Ill I I Ill I 1111 11 1111 11 1111 11
202310203240006
00023883015
I lllll lllll llll lllll llll lllll llll 11111111111111111 014346038
SEQ:
03 SECURE - 8:00AM
I IIIIIII III IIIIII IIII IIII IIIIII IIII IIIII Ill lllllll lll lll lllll Ill lllll lllll 1111111111111111 I llll lllllll lll llll llll llll llllll lllll llll lllll lll lllll lllll llll llllll lllll 1111111111111111 THIS FORM IS NOT TO BE DUPLICATED 123072425 ....
5.A.a
Packet Pg. 138 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation RECORDING REQUESTED BY: � Lawyers TiHe
t1-
(f.)
a:
� $. :5
AND WHEN RECORDED MAIL TO:
Kerry Samovar
518 Adelaide Drive
Santa Monica, CA 90402
THIS SPACE FOR RECORDER'S USE ONLY:
Title Order No.: 123072425 Escrow No.: 23-7433-LH
AP#: 4293-001-007, 4410-002-043 & 4410-002-G44 GRANT DEED THE UNDERSIGNED GRANTOR(S) DECLARE($) � if) /, �
{XI computed on full value of property
DOCUMENTARY
conveyed, or
TRANSFER TAX is 6_�~ 1 �
[ ] computed on full value less· value of liens or encumbrances remaining at time of sale. [ ] Unincorporated area [X] City of Santa Monica AND
FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknowledged/_ , -.2.. h,M tti/1 /I A'f-�f)lJl.,'-f �hvY\ 'f?,u£.tc.e- '4-ICA-,-enl..e,y "'¥nn J.)U-e.. ,, • rr-,---Y Tenley Bur�e� Successor Trustee of The Boehm Revocable Trust Dated January 29, 1997 -(..e(I 1-e.� lY 11 n hereby GRANT(s) to: 13(}.Q.. h n'I Bu/2,�,€__,
t<ert{samovar and Jlllt�var , Irv t,-\--,,e S OF �i,no \)Gl < F,:i m 1 / 'f \ (V .,,.\.-o i:=, '2b 11., D (i\,.\-� o\ ,<;_Q_ P+..t. (Y) b..e � I 1.W l'Z..
the real property in the City of Santa Monica, County of Los Angeles, State of California, described as:
LEGAL DESCRIPTION ATTACHED HERETO AS EXHIBIT "A" AND MADE A PART HE�EOF Also Known as: 518 Adelaide Drive, Santa Monica, CA 90402 DATED: Octob,r 10, 2023 Signature Page attached hereto
and made a part hereof
MAIL TAX STATEMENTS TO PARTY SHOWN BELOW; IF NO PARTY SHOWN, MAIL AS SHOWN ABOVE:
5.A.a
Packet Pg. 139 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation Title Order No.: 123072425
4410-002-043 & 4410-002-044
Escrow No.: 23-7433-LH AP#: 4293-001-007,
SIGNATURE PAGE
Title of Document: GRANT DEED
Da� of Document: October 10, 2023
The Boehm Revocable Trust Dated January 29, 1997
By:__::::.::!..!:��J..Ll,,���-- Tenley Bur . Successor Trustee T e,r1 le..,y R:, (A,� Ke.,
ACKNOWLEDGMENT
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accurac , or validi of that document. \da...ho
STATE or GALI FO RMl;4.
COUNTY OF�LAf&b��'---------
On 10, � before me: � Lo c.1y, �
A Notary Public personally appeared
::t::--t>r\ \-41 }Qu Y�
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature{s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
ldo...ho I certify under PENAL TY OF PERJURY under the laws of the State of CaHfeFnie that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature � ��. >--- SAMANTHA LOCKIE
( al) Notary Public - State of Idaho Commission Number 20220629 My Commission Expires Feb 15, 2028
5.A.a
Packet Pg. 140 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation
TRUE COPY CERTIFICATION
(Government Code 27361.7)
_______ B_u_rb_a_n_k ___ __, California
Place of Execution (City and State)
I certify under penalty of perjury that this material is a true copy of the original material contained in this document
Lawyers Title
By: _r_R_M_A_s_r_L_v_A ____ _ Date: _________ _
10-19-2023
Signa�n�
TypeorPrin
5.A.a
Packet Pg. 141 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation RECORDING REQUESTED BY:
Lawyers Title
AND WHEN RECORDED MAIL TO:
Kerry Samovar
518 Adelaide Drive
Santa Monica, CA 90402
THIS SPACE FOR RECORDER'S USE ONLY
Title Order No.: 123072425 Escrow No.: 23-7433-LH
AP#: 4293-001-007, 4410-002-043 & 4410-002-044 GRANT DEED
THE UNDERSIGNED GRANTOR(S) DECLARE(S)
DOCUMENTARY TRANSFER TAX is$( /.J6JJR__/
[X] computed on full value of property conveyed, or
[ I computed on full value less value of liens or encumbrances remaining at time of sale. [ ] Unincorporated area [X] City of Santa Monica AND
FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, f\ �,.fhJ ky f!:,()-Q.,h ty\, r-:,ur \,(.{_ '4#CA-,-e-/1 I� lvnJ/'J n..A,., \ Al� hY'(\ �.Q/v\
"A--'f-A---
\<.,,\ct L 'In (l
Tenley Burke, Successor Trustee of The Boehm Revocable Trust Dated January 29, 1997 • 1- '(:,O.Jl,. 1 _l 'fl.; n lrA Yl vY\ vU �
hereby GRANT(s) to:
Kerry R. Samovar and Jill Beth Samovar, Trustees of Samovar Family Trust of 2012 • i)::...,..\e c/ �p.\--e,\"(\ \o�Q. \' "l..O \1-, the real property in the City of Santa Monica, County of Los Angeles, State of California, described as:· LEGAL DESCRIPTION ATTACHED HERETO AS EXHIBIT "A" AND MADE A PART HEREOF Also Known as: 518 Adelaide Drive, Santa Monica, CA 90402 DATED: October 10, 2023 Signature Page attached hereto
and made a part hereof
MAIL TAX STATEMENTS TO PARTY SHOWN BELOW; IF NO PARTY SHOWN, MAIL AS SHOWN ABOVE:
5.A.a
Packet Pg. 142 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation File No: 123072425
EXHIBIT "A"
THE LAND REFERRED TO HEREIN IS SITUATED IN THE COUNTY OF LOS ANGELES, STATE OF CALIFORNIA, AND IS DESCRIBED AS FOLLOWS:
PARCEL 1:
LOTS 6 AND 7 IN BLOCK "L" OF THE PALISADES, IN THE CITY OF SANTA MONICA, COUNTY OF LOS ANGELES, STATE OF CALIFORNIA, AS PER MAP RECORDED IN BOOK 8. PAGE 32 OF MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY.
EXCEPTING FROM SAID LOT 6 THE SOUTHWEST 95 FEET THEREOF.
ASSESSOR'S PARCEL NUMBER: 4293-001-007
PARCEL 2:
ALL THAT PORTION OF LOT "F" OF TRACT NO. 7433, PARTLY IN THE CITY OF LOS ANGELES, AND PARTLY IN THE CITY OF SANTA MONICA, AS PER MAP RECORDED IN BOOK 96, PAGE 74 ET SEQ.
OF MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY, LYING BETWEEN THE NORTHWESTERLY PROLONGATION OF THE NORTHEASTERLY LINE OF LOT 7 IN BLOCK "L" OF THE PALISADES, AS PER MAP RECORDED IN BOOK 8, PAGE 32 OF MAPS, RECORDS OF SAID COUNTY,
AND THE NORTHWESTERLY PROLONGATION OF THE NORTHEASTERLY LINE OF THE SOUTHWESTERLY 95 FEET OF LOT 6, IN SAID BLOCK "L"
ASSESSOR'S PARCEL NUMBER: 4410-002-043
PARCEL 3:
ALL THAT PORTION OF LOT "F" OF TRACT NO. 7433, PARTLY IN THE CITY OF LOS ANGELES AND PARTLY IN THE CITY OF SANTA MONICA, AS PER MAP RECORDED IN BOOK 96, PAGE 74 ET SEQ,
OF MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY, LYING NORTHEASTERLY OF THE NORTHWESTERLY PROLONGATION OF THE NORTHEASTERLY LINE OF LOT 7 IN BLOCK "L" OF THE PALISADES, AS PER MAP RECORDED IN BOOK 8, PAGE 32 OF MAPS. IN THE OFFICE OF
THE COUNTY RECORDER OF SAID COUNTY,
ASSESSOR'S PARCEL NUMBER: 4410-002-044
CLTA Preliminary Report Form - Modified (11-17-061
5.A.a
Packet Pg. 143 Attachment: 24ENT-0066 (518 Adelaide Dr) attachment A (6545 : Adoption of a Resolutions approving Historic Property Preservation
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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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. 145 Attachment: 24ENT-0156 (1401 Palisades Beach Road) attachment B (6545 : Adoption of a Resolutions approving Historic Property 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:
CONTACT PERSON OTHER THAN APPLICANT (optional):
Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ ARCHITECT/DESIGNER:
PROPERTY OWNER (if other than applicant):
ATTORNEY (optional):
Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ Santa Monica Business License No. __________
Jason Vogel
160 Newport Center Drive, Suite 250, Newport Beach, CA 92660 310-770-801 N/A [email protected]
N/A
Sunset Beach District
1401 Palisades Beach Re. [now PCH] & 1401 Ocean Front Walk, Santa Moniica 90401 Lots 12 & 13, Block , Sunset Beach Tract
Book 4291, Page 31, APN 4291-031-008
Name: Michael _________________________________________ Meyer Address: 160 _________________________________________ Newport Center Dr. Ste 250,Newport Beaach, CA 92660 Phone: _________________ 949-338-6378 Fax: ___________________ N/A e-mail: _____________________ [email protected] Name: _________________________________________ Ocean Front Guest House LLC Address: _________________________________________ 160 Newport Center Dr. Ste 250, Newport Beach, C 92660 P_____________________ hone: _________________
949-338-6378 Fax: ___________________N/A e-mail: [email protected] Name: _____________ Michele McDonou_g___________________________ h Address:2424 5th Avenue,Los Angeles90018_________________________________________ Phone: _____________
323-731-8377 ____ Fax: ___________________ N/A e-mail: _____________________ [email protected]
Santa Monica Business License No. ____
Archi_te_____ ct C-25320
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Packet Pg. 146 Attachment: 24ENT-0156 (1401 Palisades Beach Road) attachment B (6545 : Adoption of a Resolutions approving Historic Property 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.
x
x
X
Auguat 14, 2006
Vacant.
Undergoing historic rehabiitation..
Proposed: Sunset Beach Tract District
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Packet Pg. 151 Attachment: 24ENT-0156 (1401 Palisades Beach Road) attachment B (6545 : Adoption of a Resolutions approving Historic Property Preservation 1401 Palisades Beach Rd/1401 Ocean Front Walk Santa Monica, CA 90401
YEAR DESCRIPTION OF WORK ESTIMATE PAID TO COMPLETE NOTES 2023 Scrape and Repair Cedar Shingles $14,500 $14,500 $0 Historic Rehabilitation Repair termite foundation members $20,000 $20,000 $0 Historic Rehabilitation Exterior Wood Siding Repair $17,650 $17,650 $0 Historic Rehabilitation Repair brick masonry foundation $8,000 $8,000 $0 Historic Rehabilitation Remove Abandoned wire from façade $3,000 $3,000 $0 Historic Rehabilitation Remove Abandoned wire from foundation $1,500 $1,500 $0 Historic Rehabilitation Remove Abandoned plumbing components $4,700 $4,700 $0 Historic Rehabilitation Remove abandoned chimneys $12,000 $12,000 $0 Historic Rehabilitation Project site supervision $25,000 $19,800 $5,200 Historic Rehabilitation Construction Administration $19,943 $9,943 $10,000 Admin Incidental Labor and Material $10,000 $7,500 $2,500 General Conditions Site Maintenance $5,000 $1,155 $3,845 Historic Rehabilitation Blueprinting $750 $339 $411 General Conditions
Construction Photographs $1,500 $0 $1,500 General Conditions Telephone/Fax/Internet Service $1,200 $200 $1,000 General Conditions Temporary Water/Power Usage Fee $2,000 $500 $1,500 General Conditions Temporary Toilets $1,300 $1,300 $0 General Conditions
Security $40,000 $25,000 $15,000 General Conditions
Temporary Fences and Gates $5,000 $5,000 $0 General Conditions Construction Materials $24,768 $15,768 $9,000 Historic Rehabilitation Small Tools & Equipment $5,000 $3,000 $2,000 General Conditions Scaffolding $10,000 $8,000 $2,000 General Conditions
Final Clean-Up $15,000 $0 $15,000 General Conditions
Architectural Fees $40,000 $21,300 $18,700 Historic Rehabilitation Landscape Design $6,500 $3,500 $3,000 Historic Rehabilitation Permit Fees $25,000 $14,876 $10,124 Historic Rehabilitation Structural Engineer fee $2,400 $1,400 $1,000 Historic Rehabilitation Soils and structural site observation $3,000 $0 $3,000 Historic Rehabilitation Dumpster $40,000 $30,000 $10,000 Historic Rehabilitation Storm Sewer $4,500 $4,000 $500 Historic Rehabilitation
2024 Painting Exterior $25,000 $15,000 $10,000 Historic Rehabilitation Replace Damaged cedar Shingles $20,000 $2,500 $17,500 Historic Rehabilitation Improve Landscape Drainage $7,500 $0 $7,500 Historic Rehabilitation Replace window HVAC with MiniSplits $102,000 $80,000 $22,000 Historic Rehabilitation Grade & Remove sand away from foundation $12,000 $12,000 $0 Historic Rehabilitation Legal and Permitting $25,000 $12,000 $13,000 Historic Rehabilitation Replace PCH Entrance-Handicapped $25,000 $0 $25,000 Historic Rehabilitation Step Repair $15,000 $0 $15,000 Historic Rehabilitation
Repair Raised deck, fumigate $25,000 $17,000 $8,000 Historic Rehabilitation Firepit installation $5,000 $0 $5,000 Historic Rehabilitation Planters $15,000 $0 $15,000 Historic Rehabilitation
Historic Brick Deck repair $35,000 $0 $35,000 Historic Rehabilitation
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Packet Pg. 152 Attachment: 24ENT-0156 (1401 Palisades Beach Road) attachment B (6545 : Adoption of a Resolutions approving Historic Property Historic fence Repair $25,000 $0 $25,000 Historic Rehabilitation Gutters & Downspouts $50,000 $0 $50,000 Historic Rehabilitation Landcaping $10,000 $0 $10,000 Historic Rehabilitation
Site Drainage $5,000 $0 $5,000 Historic Rehabilitation
Exterior furniture $12,000 $0 $12,000 Historic Rehabilitation Irrigation system $2,000.00 $0 $2,000 Historic Rehabilitation Gardening $10,000.00 $0 $10,000 Historic Rehabilitation Tree Removal $5,000 $5,000 Historic Rehabilitation
Stairs handrail $20,000 $0 $20,000 Historic Rehabilitation Stairs treads $10,000 $4,529 $5,471 Historic Rehabilitation Balcony Guardrails $18,000 $0 $18,000 Historic Rehabilitation Exterior kitchen $25,000 $0 $25,000 Historic Rehabilitation Roof Repair $8,500 $6,500 $2,000 Historic Rehabilitation 2025 Landscape Maintenance $3,000 $0 $3,000 Historic Maintenance Remove brick chimney. Replace with faux $5,000 $0 $5,000 Historic Rehabilitation 2026 Landscape Maintenance $3,150 $0 $3,150 Historic Rehabilitation New Roof $50,000 $50,000 Historic Maintenance
2027 Painting Exterior $28,750 $0 $28,750 Historic Maintenance Landscape Maintenance $3,308 $0 $3,308 Historic Maintenance 2028 Landscape Maintenance $3,473 $0 $3,473 Historic Maintenance 2029 Landscape Maintenance $3,647 $0 $3,647 Historic Maintenance 2030 Landscape Maintenance $3,829 $0 $0 Historic Maintenance Painting Exterior $33,063 $0 $33,063 Historic Maintenance Replace framing on Exterior Windows $20,000 $0 $20,000 Historic Rehabilitation 2031 Landscape Maintenance $4,020 $0 $4,020 Historic Maintenance 2032 Landscape Maintenance $4,221 $0 $3,647 Historic Maintenance 2033 Painting Exterior $38,022 $0 $38,022 Historic Maintenance Replace Non Original Windows PCH Bldg $21,000 $0 $21,000 Historic Rehabilitation 2034 Landscape & Irrigation Renovation $8,865 $0 $3,647 Historic Maintenance Historic Molding Repair & Painting $21,000 $0 $21,000 Historic Rehabilitation TOTAL $1,123,557 $408,461 $717,475
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Packet Pg. 153 Attachment: 24ENT-0156 (1401 Palisades Beach Road) attachment B (6545 : Adoption of a Resolutions approving Historic Property FINANCIAL ANALYSIS FOR MILLS ACT CONTRACT AT 1401 Palisades Beach Rd. Santa Monica, CA 90401
REVENUES
1) Montly Rental Income 3.0% $38,500.00
2) Annual Rental Income $462,000.00
ANNUAL EXPENSES
Gen Expenses: 30.0% $138,600.00
Vacancy 3.0% $13,860.00
8) Total Expenses $152,460.00
NET OPERATING INCOME $309,540.00
CAPITALIZATION RATE
9) Interest Component 5.5%
10) Historic Property Risk 2.0%
11) Property Tax Component 1.0%
12) Amortization Component 0.5%
13) Sum lines 9-12) Capitalization Rate 9.0%
TAXES
14) Mills Act Assessmemt
(NOI/Line 13) $3,439,333.33
15) Tax Under Mills Act
(Line 14 x 0.01035146 $35,602.12
16) Current Tax $74,970.00
17) Tax Savings
(Line 15-Line 15) $39,367.88
18) Annual Cost to City
Line 17*16% 16.0% $6,298.86
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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 _ _________
Phone: _818-788-7954_______ Fax: ___________________ e-mail: [email protected]___________ ARCHITECT/DESIGNER:
Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ Phone: _310-451-3669________ Fax: ___________________ e-mail: [email protected]_________ Santa Monica Business License No. _163563_________
1132-1136 Princeton Street
TRACT NO 11783 NW, 12.48' OF LOT 13, AND ALL OF LOTS 14 AND 15 NA
Santa Monica Business License No. __________
PROPERTY OWNER (if other than applicant):
Name: 1138 Princeton LLC__________________
Address: 11693 San Vicente Blvd. #452 Los Angeles, CA
Phone: 424- 271-9344____ Fax: ___________________ e-mail: [email protected]_ ATTORNEY (optional):
Name: Kenneth L. Kutcher
Address: __1250 Sixth Street, Suite 200 Santa Monica, CA _______________________________________ Land Use Element District __Northeast______________ Zoning District ______R2_________ Legal Description (Lot, Block, Tract)_ _
Legal Description (Book, Page, Parcel #) _4266-016-059 _________________ APPLICANT:
Name: 1138 Princeton LLC___________________
Address: 11693 San Vicente Blvd. #452 Los Angeles, CA
Phone: 424-271-9344____ Fax: ___________________ e-mail: [email protected]_ CONTACT PERSON OTHER THAN APPLICANT (optional):
Name: Robert Jay Chattel, AIA
Address: _13147 Ventura Blvd.________________________________________ 24ENT-0090
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Packet Pg. 180 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation Is rehabilitation or maintenance needed? (Select one)
_____ Rehabilitation _____Maintenance
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.
Existing Use of Property: ____________________________________ Residential Date of Local Designation: Continued to June 10, 2024 (24ENT-0031) Please give a brief summary of the general condition of the Structure of Merit Structure:
Intact garden Late American Colonial Revival style apartment building with associated garden court. New accessory dwelling unit building at the northwest not a part of the Structure of Merit designation.
X
Is the property designated as part of an historic district? Yes ___ No _X__ If so, what district? _____________________
Is the property listed on the National Register of Historic Places? Yes ____ No ___X_ 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:
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Packet Pg. 181 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation
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
5/20/24
5/20/24
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Packet Pg. 182 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation
MILLS ACT CONTRACT APPLICATION
RESTORATION/REHABILITATION AND MAINTENANCE PLANS
1132-1136 Princeton Street
Santa Monica, California 90403
Prepared for:
City of Santa Monica
City Planning Division
Prepared by:
Chattel, Inc. | Historic Preservation Consultants
Los Angeles
Prepared on behalf of:
1138 Princeton LLC
May 23, 2024
CHATTEL, INC. | HISTORIC PRESERVATION CONSULTANTS
By: _________________________________
Robert Jay Chattel, AIA, President
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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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Packet Pg. 184 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation 1132-1136 PRINCETON STREET, SANTA MONICA, CALIFORNIA
RESTORATION/REHABILITATION AND MAINTENANCE PLANS
CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 1
I. RESTORATION/REHABILITATION PLAN
This Restoration/Rehabilitation Plan outlines completed, ongoing and future tasks addressing restoration and rehabilitation of the subject property. Tasks are organized in tables that thematically relate to the site, exterior and systems of the property. Tasks addressing the second floor wood siding, roof and seismic retfofit 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
EXTERIOR
Contract
Year of
Completion
Feature Task Estimated
Cost
2024 Hardscape Removed portions of concrete pathways along north elevation and reconstructed, repairs to concrete
pathways along west and south elevation.
$20,000
2024 Landscape Removed and replaced juniper trees at west entrance, replanted drought-tolerant vegetation along north
elevation and added mulch, appropriately pruned and
trimmed existing trees and bushes along west and
south elevations, fertilize lawns and replaced dying
grass with new sod.
$20,000
Total site cost $40,000
Contract
Year of
Completion
Feature Task Estimated
Cost
2024 Paint New paint $30,000
2024 Light fixtures New light fixtures $5,000
2024 Vent covers New vent covers $5,000
2027
Windows and
Doors
Engage contractor to evaluate windows; create report
on recommended treatments. $5,000
2029
Windows and
Doors
Rehabilitate existing wood windows and doors
according to report, which may include fabrication new
wood windows and doors to replace those that were
not in conformance, replace glazing and putty,
rehabilitate hinges, latches and sash weights to
improve function. $15,000
2029 Roof Repairs to roofing material and gutter systems. $4,000 2029 Wood Siding
Engage a contractor to evaluate the siding; create
report on recommended treatments. $2,500
2030 Wood Siding
Rehabilitate siding according to recommended
treatments. $7,500
2030
Corridors and
stairways
Restore magnesite in public corridors and stairways;
restore metal banisters at stairs. $15,000
2030 Roof
Engage roofing contractor to evaluate roof; create
report on recommended treatments. $3,000
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Packet Pg. 185 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation 1132-1136 PRINCETON STREET, SANTA MONICA, CALIFORNIA
RESTORATION/REHABILITATION AND MAINTENANCE PLANS
CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 2
SYSTEMS
2033 Roof
Implement recommendations made by roofing
contractor, which may include removal and
replacement of roofing material, replace decking,
install insulation and waterproofing, repair gutters and downspouts. $75,000
2033 Paint
Apply paint to new stucco, prepare existing wood
windows, doors, siding, trim and decorative elements
to receive paint, apply paint to wood features. $30,000 Total exterior cost $197,000
Contract
Year of
Completion
Feature Task Estimated
Cost
2023 Electrical
Engaged a qualified electrician, upgraded panel,
replaced wiring, replaced exterior outlets, new lighting. $37,000 2023 Plumbing
Engaged a qualified plumbing contractor, replaced
main sewer line. $10,000
2023 HVAC
Engaged a qualified HVAC specialist, installed minisplit systems in vacant units. $25,000 2024 Structural
Engage engineer to evaluate foundation and structure;
create report on recommended treatments.
$5000
2026 Structural
Implement recommendations made by engineer,
which may include seismic reinforcement and
structural strengthening of structure or walls. $100,000 2033 HVAC
Engage a qualified HVAC specialist, install mini-split
systems upon tenant turnover. $25,000
Total systems cost $222,000
Total completed and proposed restoration/rehabilitation cost $459,000
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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
EXTERIOR
Contract
Year of
Completion
Feature Task Estimated
Cost
As needed Hardscape Regular maintenance. Ensure walkways retain a flat surface to avoid tripping hazards.
$3,000
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. Prune and care for shrubs. Apply necessary
seasonal mulch or fertilizer.
$5,000
Total site maintenance cost $8,000
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. $3,500
As needed Roof Roofing repairs and maintenance. Clear any debris from roof and gutter system, and ensure sealant is in
good condition.
$5,000
As needed Paint Maintain exterior painted finish. $2,500 As needed Termite and
pest control
Termite prevention maintenance and pest control. $500
Total exterior maintenance cost $11,500
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Packet Pg. 187 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation 1132
-1136PRINCETON STREET,SANTA MONICA,CALIFORNIA
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$1,000
As needed Mechanical Annual maintenance$2,500
As needed Electrical Annual maintenance$1,000
As needed Plumbing Annual maintenance$2,500
As needed Gutter and
downspout
system
Annual maintenance$1,000
Total systems maintenance cost$8,000
Total proposed annual maintenance cost $27,500
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Packet Pg. 188 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation MILLS
ACT CONTRACT APPLICATION
ARCHITECTURAL REPORT
1132-1136 Princeton Street
Santa Monica, California 90403
Prepared for:
City of Santa Monica
Planning & Community Development
Prepared by:
Chattel, Inc. | Historic Preservation Consultants
Los Angeles
Prepared on behalf of:
1138 Princeton LLC
May 23, 2024 (Updated through June 10, 2024)
CHATTEL, INC. | HISTORIC PRESERVATION CONSULTANTS
By:____________________________________
Robert Jay Chattel, AIA, President
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Packet Pg. 189 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving
TABLE OF CONTENTS
I. Introduction..................................................................................................................................................................................................... 1 II. Qualifications................................................................................................................................................................................................. 3 III. Secretary of the Interior’s Standards for the Treatment of Historic Properties............................................................................................. 4 IV. Statement of Significance ............................................................................................................................................................................ 6 V. Physical Description...................................................................................................................................................................................... 7 SETTING AND OVERALL DESCRIPTION ................................................................................................................................................... 7 EXTERIOR .................................................................................................................................................................................................... 7 INTERIOR...................................................................................................................................................................................................... 8 ALTERATIONS.............................................................................................................................................................................................. 8 VI. Rehabilitation, Restoration, and Maintenance Recommendations .............................................................................................................. 9 COMPLETED WORK .................................................................................................................................................................................. 10 SITE .................................................................................................................................................................................................... 10 EXTERIOR.......................................................................................................................................................................................... 12 SYSTEMS........................................................................................................................................................................................... 16 FUTURE WORK.......................................................................................................................................................................................... 19 SITE .................................................................................................................................................................................................... 19 EXTERIOR.......................................................................................................................................................................................... 21 SYSTEMS........................................................................................................................................................................................... 27 VII. Conclusion ................................................................................................................................................................................................ 29
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Packet Pg. 190 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving 1132-1136 PRINCETON STREET, SANTA MONICA, CALIFORNIA
ARCHITECTURAL REPORT
CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 1
I. INTRODUCTION
This Architectural Report documents existing conditions of the two-story garden apartment building and associated garden courtyard of 1132-1136 Princeton Street in Santa Monica, California (Assessor’s Parcel Number 4226-016-059, subject property) and provides recommendations for future rehabilitation, restoration, and maintenance work for the purpose of entering into a Mills Act contract with the City of Santa Monica (City). The subject property consists of a two-story, L-shaped, apartment building developed in 1947 and designed by master architect Martin Stern, Jr., AIA, in the Late American Colonial Revival style (subject building).
1 The subject building forms a Ushape with the building to the south, 1138-1142 Princeton Street, and shares a landscaped courtyard occupies the space between the two mirrored apartment buildings. (Figure 1).
The subject building was designated as a Structure of Merit on June 10, 2024 (24ENT0031). Considered together with the building to the south, they are an excellent example of garden apartments designed in the Late American Colonial Revival style.
Moreover, Martin Stern, Jr. is recognized as a master architect who influenced the architecture of his time, and the subject is an excellent example of the earliest phase of his career, designing garden apartment complexes.
Proposed work on buildings designated as Structures of Merit are subject to review by City Planning Division staff and the Landmarks Commission for conformance with the Secretary of the Interior’s Standards for the Treatment of Historic Properties (Secretary’s Standards).
Findings of this report are informed by observations made by Chattel, Inc. (Chattel) during multiple site visits to the subject property (January 2020 through February 2024), and considers information contained in reports prepared by Commercial Real Estate Inspectors, LLC (February 19, 2019)
All future work to rehabilitate and maintain the subject building will be completed in accordance with the Secretary’s Standards. All required Planning and Building Permit approvals shall be obtained. 1 Located on the west side of the street, the subject property is one quarter of a historically four-parcel garden apartment complex that predated the establishment of 26th Court alley. All four parcels, each containing a two-story apartment building with an L-shaped footprint, were developed in 1947 and designed by architect Martin Stern, Jr., AIA in the Late American Colonial Revival style, and were constructed as one project.
Figure 1: Subject property, parcel denoted in
red. Note that the ADU has been completed
since this aerial photograph was taken (Google
Earth 2024)
Princeton Street
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Packet Pg. 191 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving 1132-1136 PRINCETON STREET, SANTA MONICA, CALIFORNIA
ARCHITECTURAL REPORT
CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 2
The subject property is a remarkable example of a garden apartment complex within the City and an important example of Stern’s early work that has retained integrity. However, alterations and deferred maintenance has the potential to cause substantial damage to historic materials and compromise the integrity of the subject building. Rehabilitation work has been completed by the property owner—such as upgrading electrical service, upgrading the main sewer line, and applying new paint—in anticipation of receiving a Mills Act contract for the subject property. Nevertheless, additional rehabilitation is necessary to return the subject building to a state of utility—such as seismic retrofitting and window rehabilitation throughout— coupled with the recently completed work demonstrates the need for incentive through the Mills Act contract to help preserve this unique architectural resource.
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Packet Pg. 192 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving 1132-1136 PRINCETON STREET, SANTA MONICA, CALIFORNIA
ARCHITECTURAL REPORT
CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 3
II. QUALIFICATIONS
Chattel is a full service historic preservation consulting firm with practice throughout the western United States. Based in Los Angeles, the firm represents governmental agencies and private ventures, successfully balancing project goals with a myriad of historic preservation regulations without sacrificing principles on either side. Comprising professionals meeting the Secretary of the Interior’s Professional Qualifications Standards in history, architecture, architectural history, and historic architecture, the firm offers professional services including historical resources evaluation and project effects analysis, in addition to consultation on federal, state, and local historic preservation statutes and regulations.
Staff engage in a collaborative process and work together as a team on individual projects. This architectural report was prepared by firm President Robert Chattel, historic preservation architect and Senior Associate Nels Youngborg, architectural historian.
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CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 4
III. SECRETARY OF THE INTERIOR’S STANDARDS FOR THE TREATMENT OF HISTORIC PROPERTIES The Secretary’s Standards are the standard of review for properties with Mills Act contracts employed by the City of Santa Monica and include four treatment approaches: rehabilitation, restoration, maintenance, and preservation. The specific standard of review for properties with Mills Act contracts is rehabilitation, which is defined as “the act or process of making possible a compatible use for a property through repair, alterations, and additions while preserving those portions or features which convey its historical, cultural, or architectural values.”2 Rehabilitation involves returning a property to a state of utility and does not require the more invasive approach of restoration, which means to return a property to its appearance during a specific period in time.
The rehabilitation standards include the following:
1. A property will be used as it was historically or be given a new use that requires minimal change to its distinctive materials, features, spaces, and spatial relationships.
2. The historic character of a property will be retained and preserved. The removal of distinctive materials or alteration of features, spaces, and spatial relationships that characterize a property will be avoided.
3. Each property will be recognized as a physical record of its time, place, and use. Changes that create a false sense of historical development, such as adding conjectural features or elements from other historic properties, will not be undertaken.
4. Changes to a property that have acquired historic significance in their own right will be retained and preserved.
5. Distinctive materials, features, finishes, and construction techniques or examples of craftsmanship that characterize a property will be preserved.
6. Deteriorated historic features will be repaired rather than replaced. Where the severity of deterioration requires replacement of a distinctive feature, the new feature will match the old in design, color, texture, and, where possible, materials.
Replacement of missing features will be substantiated by documentary and physical evidence.
7. Chemical or physical treatments, if appropriate, will be undertaken using the gentlest means possible. Treatments that cause damage to historic materials will not be used.
8. Archeological resources will be protected and preserved in place. If such resources must be disturbed, mitigation measures will be undertaken.
9. New additions, exterior alterations, or related new construction will not destroy historic materials, features, and spatial relationships that characterize the property. The new work will be differentiated from the old and will be compatible with the historic materials, features, size, scale and proportion, and massing to protect the integrity of the property and its environment.
2 Kay D. Weeks, “The Secretary of the Interior’s Standards for the Treatment of Historic Properties with Guidelines for Preserving, Rehabilitating, Restoring & Reconstructing Historic Buildings” (Washington D.C.: National Park Service, 2017).
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CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 5
10. New additions and adjacent or related new construction will be undertaken in such a manner that, if removed in the future, the essential form and integrity of the historic property and its environment would be unimpaired.
The Secretary’s Standards are not intended to be prescriptive, but instead to provide general guidance. They are intended to be flexible and adaptable to specific project conditions in order to balance continuity and change while also retaining historic building fabric to the greatest extent feasible. Their interpretation requires exercise of professional judgment and balance of the various opportunities and constraints of any given project based on use, materials retention and treatment, and compatibility of new construction. Not every standard necessarily applies to every aspect of a project, nor is it necessary to comply with every standard to achieve conformance.
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CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 6
IV. STATEMENT OF SIGNIFICANCE
In support of a Mills Act application, Chattel, Inc. has identified the following character-defining features of the subject property:
• Two stories in height
• One quarter of a garden apartment complex now consisting of four properties • L-shaped building oriented around a courtyard shared with 1138-1142 Princeton to the south • Symmetrical, primary east elevation with central entrance • Stucco cladding at first floor and wide clapboard at second floor • Open entries with fluted pilasters, broken pediment door surrounds with a single octagonal multi-light window above • Low-sloping, cross-hipped roof
• Paired four-over-four, double-hung windows
• Shutters
• Three breezeways connect through the building providing access to four units, two on the first floor and two on the second floor • Tinted concrete paving, decorative handrails and magnesite paving at the breezeways
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Packet Pg. 196 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving 1132-1136 PRINCETON STREET, SANTA MONICA, CALIFORNIA
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CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 7
V. PHYSICAL DESCRIPTION
The following is a description of the subject property, including its setting, exterior, and interior. Alterations are also summarized.
SETTING AND OVERALL DESCRIPTION
The subject property is situated on the west side of Princeton Street north of the intersection with Wilshire Boulevard in Santa Monica. The physical character of the surrounding neighborhood reflects low-rise, multi-family housing to the north and retail to the south.
EXTERIOR
1132-1136 Princeton is two-stories tall, with the long leg of its L-shaped plan perpendicular to the street and the short leg paralleling the street across the front. It sits on a concrete foundation and is wood-framed. Exterior walls are clad in stucco at the first floor and wide horizontal wood siding at the second floor.
The primary, east elevation is symmetrical. Centered on the elevation is an open entryway sheltering entries to two first floor apartments and a stairway to the front, second story apartments. Set into a slightly raised frontispiece, the opening is embellished with a surround consisting of fluted pilasters topped by a broken pediment (typical). Centered above it on the second floor is an octagonal multilight window. A concrete walkway with a stoop lead to this open entry. On either side of the opening are paired, wood-framed, four-over-four, double-hung sash windows on both the first and second floors. Shutters flank the second story windows. Similar single windows are located near the corners. The building is capped by a complex hipped roof clad in asphalt shingles and features enclosed overhanging eaves with integral gutters.
At the south, courtyard-facing elevation, the building has a pattern of regularly spaced, paired, wood-framed, double-hung windows with four-over-four multilight sashes on both the first and second floors. Wood siding on the second floor continues from the return of the east elevation for the first one-third of the elevation, with the remainder of the second floor clad in stucco. There are two open entries on this elevation, both of which match that of the east elevation; one roughly centered, and one near the rear of the courtyard. These entries are Photograph of subject property, east (left) and north (right) elevations, view southwest. Note 1138-1142 Princeton Street in the background. (Chattel 2024)
Sanborn map (1950) of subject property (outlined in red). Note 1138-1142 Princeton Street to the right of the subject property. (LAPL, 1950)
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elevated with concrete steps down to the courtyard. Above each of these entries on the second floor is a single octagonal multi-light window. At the rear, west end of the courtyard, an abbreviated return of the long leg of the “L” extends south towards 1138-1142 Princeton Street, creating a sense of enclosure for the shared courtyard.
The west, alley-facing elevation is clad in stucco. Its fenestration echoes that of the south elevation but eschews the formal entries.
The north elevation continues the same design language but is also more utilitarian and lacks the door surrounds found on the east and south elevations. The elevation is clad in stucco save for wood siding present at the ends of second floor open hallways.
INTERIOR
The building is a 12-unit apartment building; units are typically double-loaded off a breezeway at each of the three entrances into the building. Each entrance also includes a stairway to the second floor with similarly double-loaded corridor. Units have two entrances, one off of the living room and another off of the kitchen. Each unit has one kitchen and one bathroom.
ALTERATIONS
Roof. The original building permit notes that the building had a cedar shingle roof. There is a 2003 building permit to reroof the building with fiberglass shingles, though the roof may have been previously replaced before this time.
Interiors. Recently completed work to the interior of the subject building has included reconfiguring the layout of units, demolition of existing kitchens and installation of new kitchen cabinets, floor tile, countertops and appliances. Work also has included the remodeling of existing bathrooms and installation of new bathrooms to select units. Additionally, work has included construction of new partition walls and door to create a new bedroom. The building also received new electrical and new plumbing. Some apartments have received new HVAC units.
Accessory Dwelling Units (ADU). Adjacent to the subject building to the north was a 12-stall garage that recently was converted into ADUs.
Work to convert the garage structure did not physically alter the subject building or affect the eligibility as a Structure of Merit.3 Also, the ADUs were designed to not cause a substantial adverse change to the subject building through design collaboration and construction monitoring by Chattel, Inc. The former detached garage structure now converted to ADUs at the rear of the subject property was not a part of the Structure of Merit nomination.
None of the alterations detracts from the garden apartment character of the building and its surroundings, the prominence of the master architect that designed the building, or character-defining features of the Late American Colonial Revival style architecture. 3 Precedence for this finding includes a project at Chase Knolls, a designated and historically significant garden apartment complex in Los Angeles, that included demolition of parking lots and garage structures to construct new infill housing.
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CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 9
VI. REHABILITATION, RESTORATION, AND MAINTENANCE RECOMMENDATIONS This section includes an assessment of existing conditions and recommendations for future work. The subject building generally appears to be in fair to good condition. However, physical inspection reveals areas of deterioration, in particular the exterior siding and roof material, and lack of seismic retrofit as items of serious concern.
While all recommended work is important, tasks addressing maintenance of building systems (including structural and electrical) and prevention of deterioration linked to water penetration (such as site drainage and roof repairs) should be prioritized over more cosmetic tasks (e.g., replacing insensitive contemporary grout at porch). The tables in this section outline recommendations for future work. Further discussion on prioritizing implementation of recommended tasks is included in the Restoration/Rehabilitation and Maintenance Plans submitted as part of the Mills Act contract application.
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-1136PRINCETON STREET,SANTA MONICA,CALIFORNIA
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COMPLETED WORK
SITE
Feature Description Condition Recommendation(s) Photos
Landscape Landscape
includes areas
adjacent to
Princeton Street
and the
courtyard, as well
as planters lining
the north
elevation.
Good:
Landscape
rehabilitation and
vegetation
replacement, and
improvements to
irrigation has
been completed
as approved
through permits
with the City.
Maintain landscape, which
includes appropriate fertilizing,
pruning, watering, repairing
irrigation lines, and other tasks
supporting the garden-like
setting of the site.
Before:
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CHATTEL INC.|HISTORIC PRESERVATION CONSULTANTS 11
Feature Description Condition Recommendation(s) Photos
After:
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EXTERIOR
Feature Description Condition Recommendation(s) Photos
Roof The roof was
replaced in 2003;
however, it has
undergone repairs
to roofing material
and gutter system.
Good:
Roof continually
repaired and
maintained.
Regularly remove debris that
accumulate on roof.
Perform regular inspections of
the roof to ensure that proper
maintenance and repair is
completed.
After:
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Feature Description Condition Recommendation(s) Photos
Exterior
Paint
Exterior siding
consists of painted
stucco with a
20/30 sand float
finish.
Good:
Exterior surfaces
were cleaned
and prepared for
receiving new
paint and then
painted.
Preparation
included
sensitive
removal of loose
and flaking paint
per NPS
Preservation
Briefs 6 and 22.
Maintain exterior paint by
patching damaged areas and
pruning back vegetation that
may physically touch exterior
surfaces.
Regularly assess useful life of
exterior paint and ensure that
the building is repainted at
necessary intervals.
Before:
After:
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Feature Description Condition Recommendation(s) Photos
Exterior
Light
Fixtures
Removed non-
contributing torch
fixtures from
above entrances
replaced with new
sconce fixture and
restored recessed
lights.
Good:
Original
recessed lights
were reused,
fixtures repaired,
new bulbs
installed, non-
contributing torch
fixtures removed
and new sconce
fixtures.
Maintain light fixtures, as
necessary.
Before:
After:
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Feature Description Condition Recommendation(s) Photos
Exterior
Vent
Covers
Replaced vent
covers to improve
compatibility with
historic building.
Good:
All vent covers
were removed,
wall surfaces
treated,
waterproofed
and repaired,
new vent covers
installed, new
stucco applied
and painted to
seamlessly
connect to
exterior.
Maintain vents and vent
covers, as necessary.
Before:
After:
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SYSTEMS
Feature Description Condition Recommendation(s) Photos
Mechanical - HVACA portion of the dwellings are
heated and
cooled by mini-
splits, and
condensers are
located at grade
and mounted on
the exterior walls
on north
elevation, not
visible from the
street. Since
these systems
have been
installed upon
tenant turnover,
over the past few
years, only some
of the units have
had new HVAC
installed to date.
Good:
Mini-split systems were
installed as approved
through permit.
Engage a qualified HVAC
specialist to perform an
evaluation, as necessary.
Implement tenant turnover
plan to install updated
HVAC as apartments
become vacant.
Before:
After:
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Feature Description Condition Recommendation(s) Photos
Electrical Electrical service
was upgraded.
Good:
Electrical was updated
and replaced as
approved through
permit. Electrical
cabinet upgraded with
expanded enclosed
space
Engage a qualified
electrician specialist to
perform an evaluation, as
necessary.
Before:
After:
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Feature Description Condition Recommendation(s) Photos
Plumbing Main sewer line
was replaced.
Good:
Replacement of main
sewer line was
completed as approved.
Engage a plumbing
specialist to evaluate, as
necessary.
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FUTURE WORK
SITE
Feature Description Condition Recommendation(s) Photos
Hardscape Hardscape
includes
concrete
walkways and
steps, tinted
concrete stoops
throughout the
site.
Fair to good:
Portions of the
concrete
walkways have
been replaced at
the north
elevation.
However, steps
and tinted
concrete stoops
show varying
levels of
deficiencies,
including
spalling, through
cracking, and
settlement.
Repair existing hardscape, as
necessary. Replace in-kind if
repair is not feasible. Ensure
that any site conditions that
may be causing or
accelerating deterioration are
also ameliorated as part of
the repair and rehabilitation of
hardscape features. Maintain
tinted concrete stoops.
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Feature Description Condition Recommendation(s) Photos
CMU Wall CMU wall on
north lot line
Fair:
CMU wall at
north lot line in
fair condition.
Engage engineer specialists
to evaluate wall at north lot
line and design structural
retrofit, as necessary.
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EXTERIOR
Feature Description Condition Recommendation(s) Photos
Doors and
windows
Original window
windows consist
of wood sash and
trim. Doors consist
of wood.
Fair:
A portion of
original windows
and doors
demonstrate
deterioration and
damage around
hardware and
sills.
Engage a contractor to
perform a window and door
survey that would evaluate the
condition of each window and
door and provide treatment
recommendations.
Rehabilitate original wood
windows and doors, according
to recommendations from the
window and door survey.
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Feature Description Condition Recommendation(s) Photos
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Feature Description Condition Recommendation(s) Photos
Roof Existing roof
consisting of
asphalt shingles
and gutter system.
Fair to good:
Existing roof
installed in 2003
by previous
property owner;
however, after
an inspection
was completed
in 2019 before
purchasing the
property, the roof
was in good
condition.
Nevertheless,
the inspector
recommended
regular
inspections to
ensure the
materials were
properly
maintained.
Continue regular maintenance
of the roof.
Engage roofing contractor to
evaluate roof; create report on
recommended treatments.
Implement recommendations
made by roofing contractor,
which may include removal
and replacement of roofing
material, replace decking,
install insulation and
waterproofing, repair gutters
and downspouts.
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Feature Description Condition Recommendation(s) Photos
Wood
siding
The exterior of the
second-floor
features wood
siding.
Poor to Fair:
Original wood
siding along the
second floor is
deteriorating.
Engage a contractor to
evaluate the siding and make
recommendations on
treatment.
Rehabilitate wood siding
according to recommended
treatments.
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Feature Description Condition Recommendation(s) Photos
Breezeways
and
Stairways
There are three
public breezeways
and stairways.
Each one features
original magnesite
flooring and steps
with elegant metal
banisters.
Fair to poor:
Magnesite
flooring chipped
and cracked.
Restore magnesite in public
corridors and stairways;
restore metal banisters at
stairs.
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Packet Pg. 215 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving 1132
-1136PRINCETON STREET,SANTA MONICA,CALIFORNIA
ARCHITECTURAL REPORT
CHATTEL INC.|HISTORIC PRESERVATION CONSULTANTS 26
Feature Description Condition Recommendation(s) Photos
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Packet Pg. 216 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving 1132
-1136PRINCETON STREET,SANTA MONICA,CALIFORNIA
ARCHITECTURAL REPORT
CHATTEL INC.|HISTORIC PRESERVATION CONSULTANTS 27
SYSTEMS
Feature Description Condition Recommendation(s) Photos
Structural Concrete stem
wall foundation
with wood cripple
walls and piers.
Fair:
Concrete stem wall
foundation shows signs
of efflorescence, which
suggests previous
ingress of moisture.
Cripple walls are intact,
but lack plywood sheer
panels, steel anchor
plates and metal
framing that would
increase seismic
resistance.
Engage engineer to
evaluate foundation and
structure; create report on
recommended treatments.
Implement
recommendations made
by engineer, which may
include seismic
reinforcement and
structural strengthening of
structure or walls.
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Packet Pg. 217 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving 1132
-1136PRINCETON STREET,SANTA MONICA,CALIFORNIA
ARCHITECTURAL REPORT
CHATTEL INC.|HISTORIC PRESERVATION CONSULTANTS 28
Feature Description Condition Recommendation(s) Photos
Mechanical - HVACA portion of the
apartments are
heated and
cooled by mini-
splits, and
condensers are
located at grade
and mounted on
the exterior walls
on north
elevation, not
visible from the
street. Since
these systems
have been
installed upon
tenant turnover,
only some of the
apartments have
had HVAC units
installed.
Apartments that
have not been
upgraded do not
have cooling but
have wall
heaters.
Fair to poor:
Wall heaters are
typically working but
have deteriorated
surfaces due to wear
and tear through time.
Engage a qualified HVAC
specialist, install mini-split
systems upon tenant
turnover. Continue to
place condensers at grade
and mounted on exterior
walls at rear
Before:
After:
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Packet Pg. 218 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving 1132
-1136PRINCETON STREET,SANTA MONICA,CALIFORNIA
ARCHITECTURAL REPORT
CHATTEL INC.|HISTORIC PRESERVATION CONSULTANTS 29
VII.CONCLUSION
This Architectural Report documents existing conditions of the multi-family residence at 1132-1136 Princeton Street in Santa Monica, California and provides recommendations for future rehabilitation, restoration, and maintenance work in conformance with the Secretary’s Standards. More detailed information on prioritizing future work and associated costs are outlined in the Restoration/Rehabilitation and Maintenance Plans submitted as part of the Mills Act contract application.
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Packet Pg. 219 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving 1) Monthly Rental Income 3%
2) Annual Rental IncomeANNUAL EXPENSESGen. 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
7.25%
2%
9) 2024 Interest Component10) Historic Property Risk
(2%, or 4% for SFD)
11) Property Tax Component 1%
13) Capitalization Rate 10.75%
(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
FINANCIAL ANALYSIS FOR MILLS ACT CONTRACT AT (ADDRESS):1132-1136 Princeton Street REVENUES Current $38,975
$460,700
$63,644.14
$0
12) Amortization Component 0.5%
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Packet Pg. 220
Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Mills Act
Contract Application
Contemporary Images
1132-1136 PrincetonStreet
Santa Monica, California
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Packet Pg. 221 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation 1132-1136 Princeton Street, Santa Monica, California
Miils Act Contract Application: Contemporary images
Chattel, Inc. | Historic Preservation Consultants
Image 2: 1132-1136 Princeton, east elevation (Chattel, 2024) Image 1: 1138-1142 Princeton (far left) and 1132-1136 Princeton (right) (Chattel, 2024)
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Packet Pg. 222 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation 1132-1136 Princeton Street, Santa Monica, California
Miils Act Contract Application: Contemporary images
Chattel, Inc. | Historic Preservation Consultants
Image 3: 1132-1136 Princeton east elevation (left) and north elevation (right) (Chattel, 2024)
Image 4: 1132-1136 Princeton, south elevation (left) and east elevation (right) (Chattel, 2024)
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Packet Pg. 223 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation 1132-1136 Princeton Street, Santa Monica,
California
Miils ActContract Application: Contemporaryimages
Chattel, Inc. | HistoricPreservationConsultants
Image 5: 1132-1136 Princeton south elevation (Chattel, 2024) Image 6: 1132-1136 Princeton south elevation (Chattel, 2024)
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Packet Pg. 224 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation 1132-1136 Princeton Street, Santa Monica,
California
Miils ActContract Application: Contemporaryimages
Chattel, Inc. | HistoricPreservationConsultants
Image 7: 1132-1136 Princeton south elevation (Chattel, 2024) Image 8: 1132-1136 Princeton south elevation (Chattel, 2024)
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Packet Pg. 225 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation 1132-1136 Princeton Street, Santa Monica, California
Miils Act Contract Application: Contemporary images
Chattel, Inc. | Historic Preservation Consultants
Image 9: 1138-1142 Princeton (left) and 1132-1136 Princeton (right) (Chattel, 2024) Image 10: 1138-1142 Princeton (left) and 1132-1136 Princeton (right) (Chattel, 2024)
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Packet Pg. 226 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation 1132-1136 Princeton Street, Santa Monica, California
Miils Act Contract Application: Contemporary images
Chattel, Inc. | Historic Preservation Consultants
Image 11: 1132-1136 Princeton (center), west elevation (Chattel, 2024) Image 12: 1132-1136 Princeton (right), west elevation (Chattel, 2024)
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Packet Pg. 227 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation 1132-1136 Princeton Street, Santa Monica, California
Miils Act Contract Application: Contemporary images
Chattel, Inc. | Historic Preservation Consultants
Image 13: 1138-1142 Princeton (background left) and 1132-1136 Princeton (foreground left) (Chattel, 2024)
Image 14: 1132-1136 Princeton, north elevation (north) and west elevation (right) (Chattel, 2024)
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Packet Pg. 228 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation 1132-1136 Princeton Street, Santa Monica,
California
Miils ActContract Application: Contemporaryimages
Chattel, Inc. | HistoricPreservationConsultants
Image 15: 1132-1136 Princeton, garage (Chattel, 2024)
Image 16: 1132-1136 Princeton, north elevation (Chattel, 2024)
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Packet Pg. 229 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation 1132-1136 Princeton Street, Santa Monica,
California
Miils ActContract Application: Contemporaryimages
Chattel, Inc. | HistoricPreservationConsultants
Image 17: 1132-1136 Princeton, north elevation (Chattel, 2024) Image 18: 1132-1136 Princeton, west elevation (Chattel, 2024)
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Packet Pg. 230 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation 1132-1136 Princeton Street, Santa Monica, California
Miils Act Contract Application: Contemporary images
Chattel, Inc. | Historic Preservation Consultants
Image 19: 1132-1136 Princeton, west elevation (left) and north elevation (right) (Chattel, 2024)
Image 20: 1132-1136 Princeton, west elevation (left) and north elevation (right) (Chattel, 2024)
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Packet Pg. 231 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation 1132-1136 Princeton Street, Santa Monica, California
Miils Act Contract Application: Contemporary images
Chattel, Inc. | Historic Preservation Consultants
Image 21: 1132-1136 Princeton, first floor corridor (Chattel, 2024) Image 22: 1132-1136 Princeton, first floor corridor with water heater closet (far left), kitchen door (left) and primary entrance door (right) (Chattel, 2024)
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Packet Pg. 232 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation 1132-1136 Princeton Street, Santa Monica, California
Miils Act Contract Application: Contemporary images
Chattel, Inc. | Historic Preservation Consultants
Image 23: 1132-1136 Princeton, stairway (Chattel, 2024) Image 24: 1132-1136 Princeton, stairway leading to second floor corridor (Chattel, 2024)
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Packet Pg. 233 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation 1132-1136 Princeton Street, Santa Monica,
California
Miils ActContract Application: Contemporaryimages
Chattel, Inc. | HistoricPreservationConsultants
Image 25: 1132-1136 Princeton, foundation (Chattel, 2024) Image 26: 1132-1136 Princeton, foundation (Chattel, 2024)
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Packet Pg. 234 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation
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Packet Pg. 235 Attachment: 24ENT-0090 (1132 Princeton) attachment C (6545 : Adoption of a Resolutions approving Historic Property Preservation 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 __Northeast______________ Zoning District ______R2_________ Phone: _818-788-7954_______ Fax: ___________________ e-mail: [email protected]___________ ARCHITECT/DESIGNER:
Name: _________________________________________
Address: _________________________________________
Phone: _________________ Fax: ___________________ e-mail: _____________________ Phone: _310-451-3669________ Fax: ___________________ e-mail: [email protected]_________ Santa Monica Business License No. __163563________
1138-1142 Princeton Street
TRACT NO 11783, LOT 12 AND SE 42.52' OF LOT 13
NA
Santa Monica Business License No. __________
PROPERTY OWNER (if other than applicant):
Name: 1138 Princeton LLC__________________
Address: 11693 San Vicente Blvd. #452 Los Angeles, CA
Phone: 424- 271-9344____ Fax: ___________________ e-mail: [email protected]_ ATTORNEY (optional):
Name: Kenneth L. Kutcher
Address: __1250 Sixth Street, Suite 200 Santa Monica, CA _______________________________________ Legal Description (Lot, Block, Tract)_ _
Legal Description (Book, Page, Parcel #) _4266-016-058
APPLICANT:
Name: 1138 Princeton LLC___________________
Address: 11693 San Vicente Blvd. #452 Los Angeles, CA
Phone: 424-271-9344____ Fax: ___________________ e-mail: [email protected]_ CONTACT PERSON OTHER THAN APPLICANT (optional):
Name: Robert Jay Chattel, AIA
Address: _13147 Ventura Blvd.________________________________________ 24ENT-0092
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Packet Pg. 236 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation Existing Use of Property: ____________________________________ Is rehabilitation or maintenance needed? (Select one)
_____ Rehabilitation _____Maintenance
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
Date of Local Designation: Continued to June 10, 2024 (24ENT-0032) Please give a brief summary of the general condition of the Structure of Merit Structure:
Intact garden Late American Colonial Revival style apartment building with associated garden court. New accessory dwelling unit building at the southwest not a part of the Structure of Merit designation.
X
Is the property designated as part of an historic district? Yes ___ No _X__ If so, what district? _____________________
Is the property listed on the National Register of Historic Places? Yes ____ No __X_ 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:
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Packet Pg. 237 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation
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
5/20/24
5/20/24
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Packet Pg. 238 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation
MILLS ACT CONTRACT APPLICATION
RESTORATION/REHABILITATION AND MAINTENANCE PLANS
1138-1142 Princeton Street
Santa Monica, California 90403
Prepared for:
City of Santa Monica
City Planning Division
Prepared by:
Chattel, Inc. | Historic Preservation Consultants
Los Angeles
Prepared on behalf of:
1138 Princeton LLC
May 23, 2024
CHATTEL, INC. | HISTORIC PRESERVATION CONSULTANTS
By: _________________________________
Robert Jay Chattel, AIA, President
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Packet Pg. 239 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation
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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Packet Pg. 240 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation 1138-1142 PRINCETON STREET, SANTA MONICA, CALIFORNIA
RESTORATION/REHABILITATION AND MAINTENANCE PLANS
CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 1
I. RESTORATION/REHABILITATION PLAN
This Restoration/Rehabilitation Plan outlines completed, ongoing and future tasks addressing restoration and rehabilitation of the subject property. Tasks are organized in tables that thematically relate to the site, exterior and systems of the property. Tasks addressing the second floor wood siding, roof and seismic retfofit 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
EXTERIOR
Contract
Year of
Completion
Feature Task Estimated
Cost
2024 Hardscape Removed portions of concrete pathways along south elevation and reconstructed, repairs to concrete
pathways along west and north elevation.
$20,000
2024 Landscape Removed and replaced juniper trees at west entrance, replanted drought-tolerant vegetation along north
elevation and added mulch, appropriately pruned and
trimmed existing trees and bushes along west and
south elevations, fertilize lawns and replaced dying
grass with new sod.
$20,000
Total site cost $40,000
Contract
Year of
Completion
Feature Task Estimated
Cost
2024 Paint New paint $30,000
2024 Light fixtures New light fixtures $5,000
2024 Vent covers New vent covers $5,000
2027
Windows and
Doors
Engage contractor to evaluate windows; create report
on recommended treatments. $5,000
2029
Windows and
Doors
Rehabilitate existing wood windows and doors
according to report, which may include fabrication new
wood windows and doors to replace those that were
not in conformance, replace glazing and putty,
rehabilitate hinges, latches and sash weights to
improve function. $15,000
2029 Roof Repairs to roofing material and gutter systems. $4,000 2029 Wood Siding
Engage a contractor to evaluate the siding; create
report on recommended treatments. $2,500
2030 Wood Siding
Rehabilitate siding according to recommended
treatments. $7,500
2030
Corridors and
stairways
Restore magnesite in public corridors and stairways;
restore metal banisters at stairs. $15,000
2030 Roof
Engage roofing contractor to evaluate roof; create
report on recommended treatments. $3,000
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Packet Pg. 241 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation 1138-1142 PRINCETON STREET, SANTA MONICA, CALIFORNIA
RESTORATION/REHABILITATION AND MAINTENANCE PLANS
CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 2
SYSTEMS
2033 Roof
Implement recommendations made by roofing
contractor, which may include removal and
replacement of roofing material, replace decking,
install insulation and waterproofing, repair gutters and downspouts. $75,000
2033 Paint
Apply paint to new stucco, prepare existing wood
windows, doors, siding, trim and decorative elements
to receive paint, apply paint to wood features. $30,000 Total exterior cost $197,000
Contract
Year of
Completion
Feature Task Estimated
Cost
2023 Electrical
Engaged a qualified electrician, upgraded panel,
replaced wiring, replaced exterior outlets, new lighting. $37,000 2023 Plumbing
Engaged a qualified plumbing contractor, replaced
main sewer line. $10,000
2023 HVAC
Engaged a qualified HVAC specialist, installed minisplit systems in vacant units. $25,000 2024 Structural
Engage engineer to evaluate foundation and structure;
create report on recommended treatments.
$5000
2026 Structural
Implement recommendations made by engineer,
which may include seismic reinforcement and
structural strengthening of structure or walls. $100,000 2033 HVAC
Engage a qualified HVAC specialist, install mini-split
systems upon tenant turnover. $25,000
Total systems cost $222,000
Total completed and proposed restoration/rehabilitation cost $459,000
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Packet Pg. 242 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation 1138-1142 PRINCETON 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
EXTERIOR
Contract
Year of
Completion
Feature Task Estimated
Cost
As needed Hardscape Regular maintenance. Ensure walkways retain a flat surface to avoid tripping hazards.
$3,000
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. Prune and care for shrubs. Apply necessary
seasonal mulch or fertilizer.
$5,000
Total site maintenance cost $8,000
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. $3,500
As needed Roof Roofing repairs and maintenance. Clear any debris from roof and gutter system, and ensure sealant is in
good condition.
$5,000
As needed Paint Maintain exterior painted finish. $2,500 As needed Termite and
pest control
Termite prevention maintenance and pest control. $500
Total exterior maintenance cost $11,500
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Packet Pg. 243 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation 113
8-1142PRINCETON STREET,SANTA MONICA,CALIFORNIA
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$1,000
As needed Mechanical Annual maintenance$2,500
As needed Electrical Annual maintenance$1,000
As needed Plumbing Annual maintenance$2,500
As needed Gutter and
downspout
system
Annual maintenance$1,000
Total systems maintenance cost$8,000
Total proposed annual maintenance cost $27,500
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Packet Pg. 244 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation MILLS
ACT CONTRACT APPLICATION
ARCHITECTURAL REPORT
1138-1142 Princeton Street
Santa Monica, California 90403
Prepared for:
City of Santa Monica
Planning & Community Development
Prepared by:
Chattel, Inc. | Historic Preservation Consultants
Los Angeles
Prepared on behalf of:
1138 Princeton LLC
May 23, 2024 (Updated through June 10, 2024)
CHATTEL, INC. | HISTORIC PRESERVATION CONSULTANTS
By:____________________________________
Robert Jay Chattel, AIA, President
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Packet Pg. 245 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving
TABLE OF CONTENTS
I. Introduction..................................................................................................................................................................................................... 1 II. Qualifications................................................................................................................................................................................................. 3 III. Secretary of the Interior’s Standards for the Treatment of Historic Properties............................................................................................. 4 IV. Statement of Significance ............................................................................................................................................................................ 6 V. Physical Description...................................................................................................................................................................................... 7 SETTING AND OVERALL DESCRIPTION ................................................................................................................................................... 7 EXTERIOR .................................................................................................................................................................................................... 7 INTERIOR...................................................................................................................................................................................................... 8 ALTERATIONS.............................................................................................................................................................................................. 8 VI. Rehabilitation, Restoration, and Maintenance Recommendations .............................................................................................................. 9 COMPLETED WORK .................................................................................................................................................................................. 10 SITE .................................................................................................................................................................................................... 10 EXTERIOR.......................................................................................................................................................................................... 12 SYSTEMS........................................................................................................................................................................................... 16 FUTURE WORK.......................................................................................................................................................................................... 19 SITE .................................................................................................................................................................................................... 19 EXTERIOR.......................................................................................................................................................................................... 20 SYSTEMS........................................................................................................................................................................................... 25 VII. Conclusion ................................................................................................................................................................................................ 27
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Packet Pg. 246 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving 1138-1142 PRINCETON STREET, SANTA MONICA, CALIFORNIA
ARCHITECTURAL REPORT
CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 1
I. INTRODUCTION
This Architectural Report documents existing conditions of the two-story garden apartment building and associated courtyard of 1138-1142 Princeton Street in Santa Monica, California (Assessor’s Parcel Number 4226-016-058, subject property) and provides recommendations for future rehabilitation, restoration, and maintenance work for the purpose of entering into a Mills Act contract with the City of Santa Monica (City).
The subject property consists of a two-story, L-shaped, apartment building developed in 1947 and designed by master architect Martin Stern, Jr., AIA, in the Late American Colonial Revival style (subject building).
1 The subject building forms a U-shape with the
building to the north, 1132-1136 Princeton Street, and shares a landscaped courtyard which occupies the space between the two mirrored apartment buildings. (Figure 1).
The subject building was designated as a Structure of Merit on June 10, 2024 (24ENT0032). Considered together with the building to the north, they are an excellent example of garden apartments designed in the Late American Colonial Revival style. Moreover, Martin Stern, Jr. is recognized as a master architect who influenced the architecture of his time, and the subject is an excellent example of the earliest phase of his career, designing garden apartment complexes.
Proposed work on buildings designated as a Structure of Merit are subject to review by City Planning Division staff and the Landmarks Commission for conformance with the Secretary of the Interior’s Standards for the Treatment of Historic Properties (Secretary’s Standards).
Findings of this report are informed by observations made by Chattel, Inc. (Chattel) during multiple site visits to the subject property (January 2020 through February 2024), and considers information contained in reports prepared by Commercial Real Estate Inspectors, LLC (February 19, 2019)
All future work to rehabilitate and maintain the subject building will be completed in accordance with the Secretary’s Standards. All required Planning and Building Permit approvals shall be obtained. 1 Located on the west side of the street, the subject property is one quarter of a historically four-parcel garden apartment complex that predated the establishment of 26th Court alley. All four parcels, each containing a two-story apartment building with an L-shaped footprint, were developed in 1947 and designed by architect Martin Stern, Jr., AIA in the Late American Colonial Revival style, and were constructed as one project.
Figure 1: Subject property, parcel denoted
in red. Note that the ADU has been
completed since this aerial photograph was
taken (Google Earth 2024)
Princeton Street
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Packet Pg. 247 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving 1138-1142 PRINCETON STREET, SANTA MONICA, CALIFORNIA
ARCHITECTURAL REPORT
CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 2
The subject property is a remarkable example of a garden apartment complex within the City and an important example of Stern’s early work that has retained integrity. However, alterations and deferred maintenance has the potential to cause substantial damage to historic materials and compromise the integrity of the subject building. Rehabilitation work has been completed by the property owner—such as upgrading electrical service, upgrading the main sewer line, and applying new paint—in anticipation of receiving a Mills Act contract for the subject property. Nevertheless, additional rehabilitation is necessary to return the subject building to a state of utility—such as seismic retrofitting and window rehabilitation throughout—coupled with the recently completed work demonstrates the need for incentive through the Mills Act contract to help preserve this unique architectural resource.
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Packet Pg. 248 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving 1138-1142 PRINCETON STREET, SANTA MONICA, CALIFORNIA
ARCHITECTURAL REPORT
CHATTEL INC. | HISTORIC PRESERVATION CONSULTANTS 3
II. QUALIFICATIONS
Chattel is a full service historic preservation consulting firm with practice throughout the western United States. Based in Los Angeles, the firm represents governmental agencies and private ventures, successfully balancing project goals with a myriad of historic preservation regulations without sacrificing principles on either side. Comprising professionals meeting the Secretary of the Interior’s Professional Qualifications Standards in history, architecture, architectural history, and historic architecture, the firm offers professional services including historical resources evaluation and project effects analysis, in addition to consultation on federal, state, and local historic preservation statutes and regulations.
Staff engage in a collaborative process and work together as a team on individual projects. This architectural report was prepared by firm President Robert Chattel, historic preservation architect and Senior Associate Nels Youngborg, architectural historian.
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III. SECRETARY OF THE INTERIOR’S STANDARDS FOR THE TREATMENT OF HISTORIC PROPERTIES The Secretary’s Standards are the standard of review for properties with Mills Act contracts employed by the City of Santa Monica and include four treatment approaches: rehabilitation, restoration, maintenance, and preservation. The specific standard of review for properties with Mills Act contracts is rehabilitation, which is defined as “the act or process of making possible a compatible use for a property through repair, alterations, and additions while preserving those portions or features which convey its historical, cultural, or architectural values.”2 Rehabilitation involves returning a property to a state of utility and does not require the more invasive approach of restoration, which means to return a property to its appearance during a specific period in time.
The rehabilitation standards include the following:
1. A property will be used as it was historically or be given a new use that requires minimal change to its distinctive materials, features, spaces, and spatial relationships.
2. The historic character of a property will be retained and preserved. The removal of distinctive materials or alteration of features, spaces, and spatial relationships that characterize a property will be avoided.
3. Each property will be recognized as a physical record of its time, place, and use. Changes that create a false sense of historical development, such as adding conjectural features or elements from other historic properties, will not be undertaken.
4. Changes to a property that have acquired historic significance in their own right will be retained and preserved.
5. Distinctive materials, features, finishes, and construction techniques or examples of craftsmanship that characterize a property will be preserved.
6. Deteriorated historic features will be repaired rather than replaced. Where the severity of deterioration requires replacement of a distinctive feature, the new feature will match the old in design, color, texture, and, where possible, materials.
Replacement of missing features will be substantiated by documentary and physical evidence.
7. Chemical or physical treatments, if appropriate, will be undertaken using the gentlest means possible. Treatments that cause damage to historic materials will not be used.
8. Archeological resources will be protected and preserved in place. If such resources must be disturbed, mitigation measures will be undertaken.
9. New additions, exterior alterations, or related new construction will not destroy historic materials, features, and spatial relationships that characterize the property. The new work will be differentiated from the old and will be compatible with the historic materials, features, size, scale and proportion, and massing to protect the integrity of the property and its environment.
2 Kay D. Weeks, “The Secretary of the Interior’s Standards for the Treatment of Historic Properties with Guidelines for Preserving, Rehabilitating, Restoring & Reconstructing Historic Buildings” (Washington D.C.: National Park Service, 2017).
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10. New additions and adjacent or related new construction will be undertaken in such a manner that, if removed in the future, the essential form and integrity of the historic property and its environment would be unimpaired.
The Secretary’s Standards are not intended to be prescriptive, but instead to provide general guidance. They are intended to be flexible and adaptable to specific project conditions in order to balance continuity and change while also retaining historic building fabric to the greatest extent feasible. Their interpretation requires exercise of professional judgment and balance of the various opportunities and constraints of any given project based on use, materials retention and treatment, and compatibility of new construction. Not every standard necessarily applies to every aspect of a project, nor is it necessary to comply with every standard to achieve conformance.
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IV. STATEMENT OF SIGNIFICANCE
In support of a Mills Act application, Chattel, Inc. has identified the following character-defining features of the subject property:
• Two stories in height
• One quarter of a garden apartment complex now consisting of four properties • L-shaped building oriented around a courtyard shared with 1132-1136 Princeton to the north • Symmetrical, primary east elevation with central entrance • Stucco cladding at first floor and wide clapboard at second floor • Open entries with fluted pilasters, broken pediment door surrounds with a single octagonal multi-light window above • Low-sloping, cross-hipped roof
• Paired four-over-four, double-hung windows
• Shutters
• Three breezeways connect through the building providing access to four units, two on the first floor and two on the second floor • Tinted concrete paving, decorative handrails and magnesite paving at the breezeways
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V. PHYSICAL DESCRIPTION
The following is a description of the subject property, including its setting, exterior, and interior. Alterations are also summarized.
SETTING AND OVERALL DESCRIPTION
The subject property is situated on the west side of Princeton Street north of the intersection with Wilshire Boulevard in Santa Monica. The physical character of the surrounding neighborhood reflects low-rise, multi-family housing to the north and retail to the south.
EXTERIOR
1138-1142 Princeton is two-stories tall, with the long leg of its L-shaped plan perpendicular to the street and the short leg paralleling the street across the front. It sits on a concrete foundation and is wood-framed. Exterior walls are clad in stucco at the first floor and wide horizontal wood siding at the second floor.
The primary, east elevation is symmetrical. Centered on the elevation is an open entryway sheltering entries to two first floor apartments and a stairway to the front, second story apartments. Set into a slightly raised frontispiece, the opening is embellished with a surround consisting of fluted pilasters topped by a broken pediment (typical). Centered above it on the second floor is an octagonal multilight window. A concrete walkway and concrete steps with a stoop lead to this open entry. On either side of the opening are paired, wood-framed, four-overfour, double-hung sash windows on both the first and second floors. Shutters flank the second story windows. Similar single windows are located near the corners. The building is capped by a complex hipped roof clad in asphalt shingles and features enclosed overhanging eaves.
At the north, courtyard-facing elevation, the building has a pattern of regularly spaced, paired, wood-framed, double-hung windows with four-over-four multilight sashes on both the first and second floors. Wood siding on the second floor continues from the return of the east elevation for the first one-third of the elevation, with the remainder of the second floor clad in stucco. There are two open entries on this elevation, both of which match that of the east elevation; one roughly centered, and one near the rear of the courtyard. These entries are level Photograph of subject property, west elevation, view northwest.
Note 1132-1136 Princeton Street in the background (far right). (Chattel 2024)
Sanborn map (1950) of subject property (outlined in red). Note 1132-1136 Princeton Street to the left of the subject property. (LAPL, 1950)
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with the courtyard. Above each of these entries on the second floor is a single octagonal multi-light window. At the rear, west end of the courtyard, an abbreviated return of the long leg of the “L” extends north towards 1132-1136 Princeton Street, creating a sense of enclosure for the shared courtyard.
The west, alley-facing elevation is clad in stucco. Its fenestration echoes that of the south elevation but eschews the formal entries.
The south elevation continues the same design language but is also more utilitarian and lacks the door surrounds found on the east and south elevations. The elevation is clad in stucco save for wood siding present at the ends of second floor open hallways.
INTERIOR
The building is a 12-unit apartment building; units are typically double-loaded off a breezeway at each of the three entrances into the building. Each entrance also includes a stairway to the second floor with similarly double-loaded corridor. Units have two entrances, one off of the living room and another off of the kitchen. Each unit has one kitchen and one bathroom.
ALTERATIONS
Roof. The original building permit notes that the building had a cedar shingle roof. There is a 2003 building permit to reroof the building with fiberglass shingles, though the roof may have been previously replaced before this time.
Interiors. Recently completed work to the interior of the subject building has included reconfiguring the layout of units, demolition of existing kitchens and installation of new kitchen cabinets, floor tile, countertops and appliances. Work also has included the remodeling of existing bathrooms and installation of new bathrooms to select units. Additionally, work has included construction of new partition walls and door to create a new bedroom. The building also received new electrical and new plumbing. Some apartments have received new HVAC units.
Accessory Dwelling Units (ADU). Adjacent to the subject building to the south was a 12-stall garage that recently was converted into ADUs.
Work to convert the garage structure did not physically alter the subject building or affect the eligibility as a Structure of Merit.3 Also, the ADUs were designed to not cause a substantial adverse change to the subject building through design collaboration and construction monitoring by Chattel, Inc. The former detached garage structure now converted to ADUs at the rear of the subject property was not a part of the Structure of Merit nomination.
None of the alterations detracts from the garden apartment character of the building and its surroundings, the prominence of the master architect that designed the building, or character-defining features of the Late American Colonial Revival style architecture. 3 Precedence for this finding includes a project at Chase Knolls, a designated and historically significant garden apartment complex in Los Angeles, that included demolition of parking lots and garage structures to construct new infill housing.
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VI. REHABILITATION, RESTORATION, AND MAINTENANCE RECOMMENDATIONS This section includes an assessment of existing conditions and recommendations for future work. The subject building generally appears to be in fair to good condition. However, physical inspection reveals areas of deterioration, in particular the exterior siding and roof material, and lack of seismic retrofit as items of serious concern.
While all recommended work is important, tasks addressing maintenance of building systems (including structural and electrical) and prevention of deterioration linked to water penetration (such as site drainage and roof repairs) should be prioritized over more cosmetic tasks (e.g., replacing insensitive contemporary grout at porch). The tables in this section outline recommendations for future work. Further discussion on prioritizing implementation of recommended tasks is included in the Restoration/Rehabilitation and Maintenance Plans submitted as part of the Mills Act contract application.
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COMPLETED WORK
SITE
Feature Description Condition Recommendation(s) Photos
Landscape Landscape
includes areas
adjacent to
Princeton Street
and the
courtyard, as well
as planters lining
the north
elevation.
Good:
Landscape
rehabilitation and
vegetation
replacement, and
improvements to
irrigation has
been completed
as approved
through permits
with the City.
Maintain landscape, which
includes appropriate fertilizing,
pruning, watering, repairing
irrigation lines, and other tasks
supporting the garden-like
setting of the site.
Before:
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Feature Description Condition Recommendation(s) Photos
After:
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EXTERIOR
Feature Description Condition Recommendation(s) Photos
Roof The roof was
replaced in 2003;
however, it has
undergone repairs
to roofing material
and gutter system.
Good:
Roof continually
repaired and
maintained.
Regularly remove debris that
accumulate on roof.
Perform regular inspections of
the roof to ensure that proper
maintenance and repair is
completed.
After:
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Feature Description Condition Recommendation(s) Photos
Exterior
Paint
Exterior siding
consists of painted
stucco with a
20/30 sand float
finish.
Good:
Exterior surfaces
were cleaned
and prepared for
receiving new
paint and then
painted.
Preparation
included
sensitive
removal of loose
and flaking paint
per NPS
Preservation
Briefs 6 and 22.
Maintain exterior paint by
patching damaged areas and
pruning back vegetation that
may physically touch exterior
surfaces.
Regularly assess useful life of
exterior paint and ensure that
the building is repainted at
necessary intervals.
Before:
After:
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Feature Description Condition Recommendation(s) Photos
Exterior
Light
Fixtures
Removed non-
contributing torch
fixtures from
above entrances,
replaced with new
sconce fixture and
restored recessed
lights.
Good:
Original
recessed lights
were reused,
fixtures repaired,
new bulbs
installed, non-
contributing torch
fixtures removed
and new sconce
fixtures.
Maintain light fixtures, as
necessary.
Before:
After:
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Feature Description Condition Recommendation(s) Photos
Exterior
Vent
Covers
Replaced vent
covers to improve
compatibility with
historic building.
Good:
All vent covers
were removed,
wall surfaces
treated,
waterproofed
and repaired,
new vent covers
installed, new
stucco applied
and painted to
seamlessly
connect to
exterior walls.
Maintain vents and vent
covers, as necessary.
Before:
After:
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SYSTEMS
Feature Description Condition Recommendation(s) Photos
Mechanical - HVACA portion of the dwellings are
heated and
cooled by mini-
splits, and
condensers are
located at grade
and mounted on
the exterior walls
on north
elevation, not
visible from the
street. Since
these systems
have been
installed upon
tenant turnover,
over the past few
years, only some
of the units have
had new HVAC
installed to date.
Good:
Mini-split systems were
installed as approved
through permit.
Engage a qualified HVAC
specialist to perform an
evaluation, as necessary.
Implement tenant turnover
plan to install updated
HVAC as apartments
become vacant.
Before:
After:
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Feature Description Condition Recommendation(s) Photos
Electrical Electrical service
was upgraded.
Good:
Electrical was updated
and replaced as
approved through
permit. Electrical
cabinet upgraded with
expanded enclosed
space.
Engage a qualified
electrician specialist to
perform an evaluation, as
necessary.
Before:
After:
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Feature Description Condition Recommendation(s) Photos
Plumbing Main sewer line
was replaced.
Good:
Replacement of main
sewer line was
completed as approved.
Engage a plumbing
specialist to evaluate, as
necessary.
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FUTURE WORK
SITE
Feature Description Condition Recommendation(s) Photos
Hardscape Hardscape
includes
concrete
walkways and
steps, tinted
concrete stoops
throughout the
site.
Fair to good:
Portions of the
concrete
walkways have
been replaced at
the north
elevation .
However, steps
and tinted
concrete stoops
show varying
levels of
deficiencies,
including
spalling, through
cracking, and
settlement.
Repair existing hardscape, as
necessary. Replace in-kind if
repair is not feasible. Ensure
that any site conditions that
may be causing or
accelerating deterioration are
also ameliorated as part of
the repair and rehabilitation of
hardscape features. Maintain
tinted concrete stoops.
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EXTERIOR
Feature Description Condition Recommendation(s) Photos
Doors and
windows
Original window
windows consist
of wood sash and
trim. Doors consist
of wood.
Fair:
A portion of
original windows
and doors
demonstrate
deterioration and
damage around
hardware and
sills.
Engage a contractor to
perform a window and door
survey that would evaluate the
condition of each window and
door and provide treatment
recommendations.
Rehabilitate original wood
windows and doors, according
to recommendations from the
window and door survey.
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Feature Description Condition Recommendation(s) Photos
Roof Existing roof
consisting of
asphalt shingles
and gutter system.
Fair to good:
Existing roof
installed in 2003
by previous
property owner;
however, after
an inspection
was completed
in 2019 before
purchasing the
property, the roof
was in good
condition.
Nevertheless,
the inspector
recommended
regular
inspections to
ensure the
materials were
properly
maintained.
Continue regular maintenance
of the roof.
Engage roofing contractor to
evaluate roof; create report on
recommended treatments.
Implement recommendations
made by roofing contractor,
which may include removal
and replacement of roofing
material, replace decking,
install insulation and
waterproofing, repair gutters
and downspouts.
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Feature Description Condition Recommendation(s) Photos
Wood
siding
The exterior of the
second-floor
features wood
siding.
Poor to Fair:
Original wood
siding along the
second floor is
deteriorating.
Engage a contractor to
evaluate the siding and make
recommendations on
treatment.
Rehabilitate wood siding
according to recommended
treatments.
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Feature Description Condition Recommendation(s) Photos
Breezeways
and
Stairways
There are three
public breezeways
and stairways.
Each one features
original magnesite
flooring and steps
with elegant metal
banisters.
Fair to poor:
Magnesite
flooring chipped
and cracked.
Restore magnesite in public
corridors and stairways;
restore metal banisters at
stairs.
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Feature Description Condition Recommendation(s) Photos
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SYSTEMS
Feature Description Condition Recommendation(s) Photos
Structural Concrete stem
wall foundation
with wood cripple
walls and piers.
Fair:
Concrete stem wall
foundation shows signs
of efflorescence, which
suggests previous
ingress of moisture.
Cripple walls are intact,
but lack plywood sheer
panels, steel anchor
plates and metal
framing that would
increase seismic
resistance.
Engage engineer to
evaluate foundation and
structure; create report on
recommended treatments.
Implement
recommendations made
by engineer, which may
include seismic
reinforcement and
structural strengthening of
structure or walls.
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Feature Description Condition Recommendation(s) Photos
Mechanical - HVACA portion of the
apartments are
heated and
cooled by mini-
splits, and
condensers are
located at grade
and mounted on
the exterior walls
on south
elevation, not
visible from the
street. Since
these systems
have been
installed upon
tenant turnover,
only some of the
apartments have
had HVAC units
installed.
Apartments that
have not been
upgraded do not
have cooling but
have wall
heaters.
Fair to poor:
Wall heaters are
typically working but
have deteriorated due
to wear and tear
through time.
Engage a qualified HVAC
specialist, install mini-split
systems upon tenant
turnover. Continue to
place condensers at grade
and mounted on exterior
walls at rear.
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VII.CONCLUSION
This Architectural Report documents existing conditions of the multi-family residence at 1138-1142 Princeton Street in Santa Monica, California and provides recommendations for future rehabilitation, restoration, and maintenance work in conformance with the Secretary’s Standards. More detailed information on prioritizing future work and associated costs are outlined in the Restoration/Rehabilitation and Maintenance Plans submitted as part of the Mills Act contract application.
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Packet Pg. 273 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving 1) Monthly Rental Income 3%
2) Annual Rental IncomeANNUAL EXPENSESGen. 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
7.25%
2%
9) 2024 Interest Component10) Historic Property Risk
(2%, or 4% for SFD)
11) Property Tax Component 1%
13) Capitalization Rate 10.75%
(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
FINANCIAL ANALYSIS FOR MILLS ACT CONTRACT AT (ADDRESS):1138-1142 Princeton Street REVENUES Current
$38,975
$460,700
$63,620.02
$0
12) Amortization Component 0.5%
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Contract Application
ContemporaryImages
1138-1142 Princeton Street Santa Monica, California
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Mills Act Contract Application: Contemporary images
Chattel, Inc. | Historic Preservation Consultants
Image 2: 1138-1142 Princeton (left) and 1132-1136 Princeton (far right) (Chattel, 2024)
Image 1: 1138-1142 Princeton (left) and 1132-1136 Princeton (far right) (Chattel, 2024)
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Mills ActContract Application: Contemporaryimages
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Image 3: 1138-1142 Princeton, east elevation (Chattel, 2024) Image 4: 1138-1142 Princeton, east elevation (Chattel, 2024)
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Image 5: 1138-1142 Princeton, east elevation (left) and north elevation (right) (Chattel, 2024)
Image 6: 1138-1142 Princeton, north elevation (Chattel, 2024)
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Mills Act Contract Application: Contemporary images
Chattel, Inc. | Historic Preservation Consultants
Image 7: 1138-1142 Princeton, north elevation (Chattel, 2024) Image 8: 1138-1142 Princeton (left), north elevation, 1132-1136 Princeton (right), south elevation (Chattel, 2024)
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Packet Pg. 279 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation 1138-1142 Princeton Street, Santa Monica, California
Mills Act Contract Application: Contemporary images
Chattel, Inc. | Historic Preservation Consultants
Image 9: 1138-1142 Princeton, north elevation (Chattel, 2024) Image 10: 1138-1142 Princeton (left), 1132-1136 Princeton (right) (Chattel, 2024)
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Packet Pg. 280 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation 1138-1142 Princeton Street, Santa Monica, California
Mills Act Contract Application: Contemporary images
Chattel, Inc. | Historic Preservation Consultants
Image 11: 1138-1142 Princeton (left) and 1132-1136 Princeton (right) (Chattel, 2024) Image 12: 1138-1142 Princeton, west elevation (Chattel, 2024)
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Packet Pg. 281 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation 1138-1142 Princeton Street, Santa Monica, California
Mills Act Contract Application: Contemporary images
Chattel, Inc. | Historic Preservation Consultants
Image 13: 1138-1142 Princeton, west elevation (Chattel, 2024) Image 14: 1138-1142 Princeton, west elevation (left), south elevation (right) (Chattel, 2024)
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Packet Pg. 282 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation 1138-1142 Princeton Street, Santa Monica, California
Mills Act Contract Application: Contemporary images
Chattel, Inc. | Historic Preservation Consultants
Image 15: 1138-1142 Princeton, south elevation (left) and west elevation (center) (Chattel, 2024)
Image 16: 1138-1142 Princeton, south elevation (Chattel, 2024)
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Packet Pg. 283 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation 1138-1142 Princeton Street, Santa Monica,
California
Mills ActContract Application: Contemporaryimages
Chattel, Inc. | HistoricPreservationConsultants
Image 17: 1138-1142 Princeton, south elevation (Chattel, 2024) Image 18: 1138-1142 Princeton (left), west elevation (Chattel, 2024)
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Packet Pg. 284 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation 1138-1142 Princeton Street, Santa Monica,
California
Mills ActContract Application: Contemporaryimages
Chattel, Inc. | HistoricPreservationConsultants
Image 19: 1138-1142 Princeton, south elevation (Chattel, 2024) Image 20: 1138-1142 Princeton, south elevation (Chattel, 2024)
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Packet Pg. 285 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation 1138-1142 Princeton Street, Santa Monica, California
Mills Act Contract Application: Contemporary images
Chattel, Inc. | Historic Preservation Consultants
Image 21: 1138-1142 Princeton, first floor corridor (Chattel, 2024) Image 22: 1138-1142 Princeton, first floor corridor with primary entrance door (left) (Chattel, 2024)
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Packet Pg. 286 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation 1138-1142 Princeton Street, Santa Monica, California
Mills Act Contract Application: Contemporary images
Chattel, Inc. | Historic Preservation Consultants
Image 23: 1138-1142 Princeton, stairway (Chattel, 2024) Image 24: 1138-1142 Princeton, entrance stoop with tinted concrete (Chattel, 2024)
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Packet Pg. 287 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation 1138-1142 Princeton Street, Santa Monica,
California
Mills ActContract Application: Contemporaryimages
Chattel, Inc. | HistoricPreservationConsultants
Image 25: 1138-1142 Princeton, foundation (Chattel, 2024)
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Packet Pg. 288 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation
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Packet Pg. 289 Attachment: 24ENT-0092 (1138 Princeton St) attachment D (6545 : Adoption of a Resolutions approving Historic Property Preservation 1 City Council Meeting: October 22, 2024 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 518 ADELAIDE DRIVE A 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
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Packet Pg. 290 Attachment: Resolution Mills Act Contract 518 Adelaide Drive [Revision 1] (6545 : Adoption of a Resolutions approving Historic Property 2 WHEREAS, the property located at 518 Adelaide Drive 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 581 Adelaide Drive
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 518 Adelaide Drive 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 518 Adelaide Drive 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 518 Adelaide Drive 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 the owner of the property located at 518 Adelaide Drive Street, Santa Monica, California in accordance with Government Code Sections 50280 et seq.
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Packet Pg. 291 Attachment: Resolution Mills Act Contract 518 Adelaide Drive [Revision 1] (6545 : Adoption of a Resolutions approving Historic Property 3 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
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Packet Pg. 292 Attachment: Resolution Mills Act Contract 518 Adelaide Drive [Revision 1] (6545 : Adoption of a Resolutions approving Historic Property 1 City Council Meeting: October 22, 2024 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 1401 PALISADES BEACH ROAD A 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
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Packet Pg. 293 Attachment: Resolution Mills Act Contract 1401 Palisades Beach Road [Revision 1] (6545 : Adoption of a Resolutions approving Historic 2 WHEREAS, the property located at 1401 Palisades Beach Road 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 1401 Palisades Beach Road
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 Palisades Beach Road 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 1401 Palisades Beach Road 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 1401 Palisades Beach Road 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 the owner of the property located at 1401 Palisades Beach Road, Santa Monica, California in accordance with Government Code Sections 50280 et seq.
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Packet Pg. 294 Attachment: Resolution Mills Act Contract 1401 Palisades Beach Road [Revision 1] (6545 : Adoption of a Resolutions approving Historic 3 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
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Packet Pg. 295 Attachment: Resolution Mills Act Contract 1401 Palisades Beach Road [Revision 1] (6545 : Adoption of a Resolutions approving Historic 1 City Council Meeting: October 22, 2024 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 1132 PRINCETON STREET A 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
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Packet Pg. 296 Attachment: Resolution Mills Act Contract 1132 Princeton [Revision 1] (6545 : Adoption of a Resolutions approving Historic Property 2 WHEREAS, the property located at 1132 Princeton Street is a designated Structure of Merit 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 1132 Princeton 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 1132 Princeton 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 1132 Princeton 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 1132 Princeton 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 the owner of the property located at 1132 Princeton Street, Santa Monica, California in accordance with Government Code Sections 50280 et seq.
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Packet Pg. 297 Attachment: Resolution Mills Act Contract 1132 Princeton [Revision 1] (6545 : Adoption of a Resolutions approving Historic Property 3 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
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Packet Pg. 298 Attachment: Resolution Mills Act Contract 1132 Princeton [Revision 1] (6545 : Adoption of a Resolutions approving Historic Property 1 City Council Meeting: October 22, 2024 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 1138 PRINCETON STREET A 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
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Packet Pg. 299 Attachment: Resolution Mills Act Contract 1138 Princeton [Revision 1] (6545 : Adoption of a Resolutions approving Historic Property 2 WHEREAS, the property located at 1138 Princeton Street is a designated Structure of Merit 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 1138 Princeton 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 1138 Princeton 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 1138 Princeton 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 1138 Princeton 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 the owner of the property located at 1138 Princeton Street, Santa Monica, California in accordance with Government Code Sections 50280 et seq.
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Packet Pg. 300 Attachment: Resolution Mills Act Contract 1138 Princeton [Revision 1] (6545 : Adoption of a Resolutions approving Historic Property 3 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
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Packet Pg. 301 Attachment: Resolution Mills Act Contract 1138 Princeton [Revision 1] (6545 : Adoption of a Resolutions approving Historic Property 2024 Proposed Mills Act Contracts Estimated Financial Impacts Estimated Impact to Property Owner Estimated Impact to City Property Address
Property Assessed
Value
Current
Property Tax
Amount
(Prop 13)
Estimated
Property
Tax
Amount
(after
Mills Act)
Estimated Tax
Savings for
Property Owner
Estimated
Reduction
in Property
Tax (after
Mills Act)
City Property
Tax Revenue
(Prop 13) =
14% of Total
Estimated City
Property Tax
Revenue (after
Mills Act)
Estimated
Reduction in
City Property
Tax Revenue
518 Adelaide Dr.*
1401 Palisades
Beach Rd. $3,601,063 $74,970.00 $37,292 $37,678 50% $ 10,496 $ 5,221 $ 5,275 1132 Princeton St. $2,971,595 $63,644.00 $30,760 $32,884 52% $ 8,910 $ 4,306 $ 4,604 1138 Princeton St. $2,971,595 $63,620.00 $30,760 $32,860 52% $ 8,907 $ 4,306 $ 4,600 TOTAL $9,544,253 $202,234 $98,812 $103,422 $28,313 $13,834 $14,479 * unable to calculate based on recent date of sale
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Packet Pg. 302 Attachment: 2024 Mills Act Financial Analysis (6545 : Adoption of a Resolutions approving Historic
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Packet Pg. 303 Attachment: 518 Adelaide Oaks (6545 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills Act Contracts))
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Packet Pg. 304 Attachment: 518 Adelaide Oaks (6545 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills Act Contracts))
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Packet Pg. 305 Attachment: 518 Adelaide Oaks (6545 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills Act Contracts))
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Packet Pg. 306 Attachment: 518 Adelaide Oaks (6545 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills Act Contracts))
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.
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Packet Pg. 307 Attachment: 1401 PBR Oaks (6545 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills Act Contracts))
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 # ___________________________
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Packet Pg. 308 Attachment: 1401 PBR Oaks (6545 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills Act Contracts))
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 # ___________________________
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Packet Pg. 309 Attachment: 1132-36 Princeton Oaks (6545 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills Act
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.
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Packet Pg. 310 Attachment: 1132-36 Princeton Oaks (6545 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills Act
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 # ___________________________
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Packet Pg. 311 Attachment: 1138-42 Princeton Oaks Disclosure signed (6545 : Adoption of a Resolutions approving Historic Property Preservation
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.
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Packet Pg. 312 Attachment: 1138-42 Princeton Oaks Disclosure signed (6545 : Adoption of a Resolutions approving Historic Property Preservation
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Packet Pg. 313 Attachment: 518 Adelaide Levine (6545 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills Act Contracts))
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Packet Pg. 314 Attachment: 518 Adelaide Levine (6545 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills Act Contracts))
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Packet Pg. 315 Attachment: 518 Adelaide Levine (6545 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills Act Contracts))
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Packet Pg. 316 Attachment: 518 Adelaide Levine (6545 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills Act Contracts)) City of Santa Monica Levine Act Disclosure Form
CITY OF SANTA MONICA
CALIFORNIA LEVINE ACT DISCLOSURE
In 2022, California’s SB1439 extended requirements under Government Code Section 84308, also known as the "Levine Act", to prohibit City “Officers” from participating in any action related to a contract, license, permit, or entitlement if such Officer received campaign contributions totaling more than $250 within the previous twelve months, and for twelve months following the date of a final decision, from a party or participant to the proceeding, or their agent.
Section 84308(a)(4) of the Levine Act defines an "Officer" as follows: “Officer” means any elected or appointed officer of an agency, any alternate to an elected or appointed officer of an agency, and any candidate for elective office in an agency. The term “Officer” is further defined 2 Cal. Code Regs. Section 18438.1, which states:
An officer of an agency includes only those persons who make, participate in making, or in any way attempt to use their official position to influence a decision in the license, permit, or entitlement for use proceeding, or who exercise authority or budgetary control over the agency or officers who may do so, and:
(1) Serve in an elected position, including an official appointed to an elected position due to an interim vacancy or an election otherwise canceled because the official was the sole candidate for the position;
(2) Serve as a member of a board or commission;
(3) Serve as the chief executive of a state agency, or county, city or district of any kind; or
(4) Have decision making authority with respect to the proceeding involving a license, permit, or other entitlement for use and is also a candidate for elected office or has been a candidate for elective office in the 12 months prior to the proceeding.
A list of Santa Monica Elected Officials and members of boards and commissions can be found at the following links. The party making this certification is responsible for determining whether a recipient of a political contribution is a City Officer prior to completing this form.
https://www.smgov.net/departments/council/
https://www.santamonica.gov/departments/rent-control
https://www.smgov.net/ /boards/.
Have you, your company, or any agent on behalf of you or your company, made any political contributions of more than $250 to any City Officer in the twelve months preceding the date of the submission of your application or proposal? ____YES ____ NO
Name of Councilmember or City Officer: _________________________________
5.A.o
Packet Pg. 317 Attachment: 1401 PBR Levine (6545 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills Act Contracts)) City of Santa Monica Levine Act Disclosure Form
Name of Contributor: _________________________________________________ Date(s) of Contribution(s): ____________________________________________ Amount(s) ________________________________________________________ Please specify below and/or add additional sheet(s) to identify additional Councilmembers or City Officers to whom you and/or your agents made campaign contributions.
Answering YES does not preclude the City of Santa Monica from awarding a contract, license, permit, or entitlement or taking any subsequent action related to the item. It does, however, preclude the identified City Officer from participating in any actions related to such item.
By signing below, you certify you also agree to disclose to the City any future contributions made to Councilmembers or other City Officers by you or your agent(s) after the date of signing this disclosure form, and within 12 months following the approval, renewal, or extension of the requested contract, license, permit, or entitlement.
I HEREBY CERTIFY UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIA THAT THE FOREGOING IS TRUE AND CORRECT.
Signed: ____________________________ Date: ____________________ Print Name: _________________________ Title: _____________________ Company: __________________________
Additional Disclosures:
Please note this form is a public record and subject to a California Public Records Act request.
5.A.o
Packet Pg. 318 Attachment: 1401 PBR Levine (6545 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills Act Contracts)) City of Santa Monica Levine Act Disclosure Form
CITY OF SANTA MONICA
CALIFORNIA LEVINE ACT DISCLOSURE
In 2022, California’s SB1439 extended requirements under Government Code Section 84308, also known as the "Levine Act", to prohibit City “Officers” from participating in any action related to a contract, license, permit, or entitlement if such Officer received campaign contributions totaling more than $250 within the previous twelve months, and for twelve months following the date of a final decision, from a party or participant to the proceeding, or their agent.
Section 84308(a)(4) of the Levine Act defines an "Officer" as follows: “Officer” means any elected or appointed officer of an agency, any alternate to an elected or appointed officer of an agency, and any candidate for elective office in an agency. The term “Officer” is further defined 2 Cal. Code Regs. Section 18438.1, which states:
An officer of an agency includes only those persons who make, participate in making, or in any way attempt to use their official position to influence a decision in the license, permit, or entitlement for use proceeding, or who exercise authority or budgetary control over the agency or officers who may do so, and:
(1) Serve in an elected position, including an official appointed to an elected position due to an interim vacancy or an election otherwise canceled because the official was the sole candidate for the position;
(2) Serve as a member of a board or commission;
(3) Serve as the chief executive of a state agency, or county, city or district of any kind; or
(4) Have decision making authority with respect to the proceeding involving a license, permit, or other entitlement for use and is also a candidate for elected office or has been a candidate for elective office in the 12 months prior to the proceeding.
A list of Santa Monica Elected Officials and members of boards and commissions can be found at the following links. The party making this certification is responsible for determining whether a recipient of a political contribution is a City Officer prior to completing this form.
https://www.smgov.net/departments/council/
https://www.santamonica.gov/departments/rent-control
https://www.smgov.net/ /boards/.
Have you, your company, or any agent on behalf of you or your company, made any political contributions of more than $250 to any City Officer in the twelve months preceding the date of the submission of your application or proposal? ____YES ____ NO
Name of Councilmember or City Officer: _________________________________
5.A.p
Packet Pg. 319 Attachment: 1132-36 Princeton Levine (6545 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills Act City of Santa Monica Levine Act Disclosure Form
Name of Contributor: _________________________________________________ Date(s) of Contribution(s): ____________________________________________ Amount(s) ________________________________________________________ Please specify below and/or add additional sheet(s) to identify additional Councilmembers or City Officers to whom you and/or your agents made campaign contributions.
Answering YES does not preclude the City of Santa Monica from awarding a contract, license, permit, or entitlement or taking any subsequent action related to the item. It does, however, preclude the identified City Officer from participating in any actions related to such item.
By signing below, you certify you also agree to disclose to the City any future contributions made to Councilmembers or other City Officers by you or your agent(s) after the date of signing this disclosure form, and within 12 months following the approval, renewal, or extension of the requested contract, license, permit, or entitlement.
I HEREBY CERTIFY UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIA THAT THE FOREGOING IS TRUE AND CORRECT.
Signed: ____________________________ Date: ____________________ Print Name: _________________________ Title: _____________________ Company: __________________________
Additional Disclosures:
Please note this form is a public record and subject to a California Public Records Act request.
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Packet Pg. 320 Attachment: 1132-36 Princeton Levine (6545 : Adoption of a Resolutions approving Historic Property Preservation Agreements (Mills Act City of Santa Monica Levine Act Disclosure Form
CITY OF SANTA MONICA
CALIFORNIA LEVINE ACT DISCLOSURE
In 2022, California’s SB1439 extended requirements under Government Code Section 84308, also known as the "Levine Act", to prohibit City “Officers” from participating in any action related to a contract, license, permit, or entitlement if such Officer received campaign contributions totaling more than $250 within the previous twelve months, and for twelve months following the date of a final decision, from a party or participant to the proceeding, or their agent.
Section 84308(a)(4) of the Levine Act defines an "Officer" as follows: “Officer” means any elected or appointed officer of an agency, any alternate to an elected or appointed officer of an agency, and any candidate for elective office in an agency. The term “Officer” is further defined 2 Cal. Code Regs. Section 18438.1, which states:
An officer of an agency includes only those persons who make, participate in making, or in any way attempt to use their official position to influence a decision in the license, permit, or entitlement for use proceeding, or who exercise authority or budgetary control over the agency or officers who may do so, and:
(1) Serve in an elected position, including an official appointed to an elected position due to an interim vacancy or an election otherwise canceled because the official was the sole candidate for the position;
(2) Serve as a member of a board or commission;
(3) Serve as the chief executive of a state agency, or county, city or district of any kind; or
(4) Have decision making authority with respect to the proceeding involving a license, permit, or other entitlement for use and is also a candidate for elected office or has been a candidate for elective office in the 12 months prior to the proceeding.
A list of Santa Monica Elected Officials and members of boards and commissions can be found at the following links. The party making this certification is responsible for determining whether a recipient of a political contribution is a City Officer prior to completing this form.
https://www.smgov.net/departments/council/
https://www.santamonica.gov/departments/rent-control
https://www.smgov.net/ /boards/.
Have you, your company, or any agent on behalf of you or your company, made any political contributions of more than $250 to any City Officer in the twelve months preceding the date of the submission of your application or proposal? ____YES ____ NO
Name of Councilmember or City Officer: _________________________________
5.A.q
Packet Pg. 321 Attachment: 1138-42 Princeton Levine Disclosure signed (6545 : Adoption of a Resolutions approving Historic Property Preservation City of Santa Monica Levine Act Disclosure Form
Name of Contributor: _________________________________________________ Date(s) of Contribution(s): ____________________________________________ Amount(s) ________________________________________________________ Please specify below and/or add additional sheet(s) to identify additional Councilmembers or City Officers to whom you and/or your agents made campaign contributions.
Answering YES does not preclude the City of Santa Monica from awarding a contract, license, permit, or entitlement or taking any subsequent action related to the item. It does, however, preclude the identified City Officer from participating in any actions related to such item.
By signing below, you certify you also agree to disclose to the City any future contributions made to Councilmembers or other City Officers by you or your agent(s) after the date of signing this disclosure form, and within 12 months following the approval, renewal, or extension of the requested contract, license, permit, or entitlement.
I HEREBY CERTIFY UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIA THAT THE FOREGOING IS TRUE AND CORRECT.
Signed: ____________________________ Date: ____________________ Print Name: _________________________ Title: _____________________ Company: __________________________
Additional Disclosures:
Please note this form is a public record and subject to a California Public Records Act request.
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Packet Pg. 322 Attachment: 1138-42 Princeton Levine Disclosure signed (6545 : Adoption of a Resolutions approving Historic Property Preservation City Council
Report
City Council Meeting: October 22, 2024
Agenda Item: 5.B
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To: Mayor and City Council
From: Rick Valte, Public Works Director, Public Works, Water Resources Subject: Award American Water Chemicals, Inc. a Purchase Order for Water Treatment Antiscalants and Cleaning Chemicals
Recommended Action
Staff recommends that the City Council:
1. Adopt a finding of categorical exemption pursuant to Section 15301 (Existing Facilities) of the California Environmental Quality Act (CEQA) Guidelines; and
2. Authorize the Procurement Manager to issue a purchase order with American Water Chemicals, Inc. to provide antiscalant and cleaning chemicals at the Arcadia Water Treatment Plant for the Public Works Department – Water Resources Division. The recommended award is made as an exception to the competitive bidding process pursuant to Section 2.24.250 (b) and is for a total amount not to exceed $2,920,000 over a five-year period with future year funding contingent on Council budget approval.
Summary
The City of Santa Monica’s Water Resources Division within the Public Works Department operates a multi-barrier treatment process through the Charnock Treatment Plant and Arcadia Water Treatment Plant to provide a high-quality, safe, and reliable supply of water to the City’s customers. A key component of the multi-barrier treatment process is the reverse osmosis filtration system that requires the addition of antiscalants to maximize its overall recovery. The existing reverse osmosis system was recently retrofitted with the proprietary Flow Reversal Reverse Osmosis (FRRO) technology that increased its production efficiency from 80% to 90% as outlined under Component 2 of the 2018 Sustainable Water Master Plan (SWMP) (Attachment A). The FRRO technology requires the use of proprietary antiscalant chemical produced by American Water Chemicals, Inc. in order to achieve and maintain 90% recovery at the Arcadia
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Water Treatment Plant. Due to the proprietary nature of the FRRO technology and antiscalant, staff recommends that American Water Chemicals, Inc. be awarded a purchase order, in an amount not to exceed $2,920,000 over a five-year period, as an exception to the competitive bidding process to provide proprietary antiscalant and cleaning chemicals at the Arcadia Water Treatment Plant.
Discussion
As part of the City’s overall goal to reduce its reliance on imported water supplies and enhance sustainability and climate resiliency of its water supply, the Water Resources Division has been implementing several local water supply projects outlined in the 2018 SWMP. Under Component 2 of the 2018 SWMP, the existing reverse osmosis filtration system at the Arcadia Water Treatment Plant is retrofitted with the proprietary FRRO technology to increase overall recovery or production efficiency from 80% to 90%. The FRRO system is a proprietary technology provided by ROTEC, a business unit of the Water From Innovation Group. The increase in recovery from 80% to 90% allows the City to produce additional drinking water (approximately 1,200 acre-feet per year or nearly 10% of the City’s total water supply) without having to pump additional groundwater for treatment. In other words, for every 10 gallons of groundwater pumped, the City is now able to produce 9 gallons of high-quality drinking water as opposed to 8 gallons previously. The production of local groundwater for drinking water use in the City has historically been 30% cheaper than purchasing imported water.
Through onsite pilot testing conducted at the Arcadia Water Treatment Plant, ROTEC has approved the use of two proprietary antiscalant chemical vendors, American Water Chemicals and Avista, to support its performance guarantee of sustaining 90% recovery for the FRRO system as outlined in Exhibit 6 – Performance Parameters in the Guaranteed Maximum Price Amendment (see Attachment D). The Design-Builder for the Arcadia Water Treatment Plant initially used Avista’s antiscalant and was unsuccessful in achieving 90% recovery with the full-scale FRRO system for over 6 months of operations. The Design-Builder has since switched from using Avista to American Water Chemicals’ antiscalant in June 2024 and the FRRO system has been operating consistently at 90% recovery since then. The use of American Water
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Chemical’s antiscalant will also result in a projected savings of roughly $130,000 per year on sulfuric acid chemical use when compared to the other approved antiscalant by ROTEC since it is an acid based antiscalant. Once the Design-Builder completes the project by the end of 2024, the City will need to purchase American Water Chemicals’ antiscalant to continue operations and drinking water production at 90% production efficiency. Justification for exception to competitive bidding for American Water Chemicals’ antiscalant chemical is provided below.
Exception to Competitive Bidding
Staff recommends American Water Chemicals, Inc. to furnish and deliver/provide antiscalant and cleaning chemicals at the Arcadia Water Treatment Plant as an exception to competitive bidding per Muni Code 2.24.250 (b). b. Competition does not reasonably exist because only one vendor possesses the unique ability or capability to meet the particular requirements of the solicitation, such as when a good or service is copyrighted, patented or only available form one license holder, including, proprietary goods, original equipment manufacturers and/or exclusive distributors;
Vendor Justification
Staff recommends American Water Chemicals, Inc. to furnish and deliver/provide antiscalant and cleaning chemicals at the Arcadia Water Treatment Plant as an exception to competitive bidding per Muni Code 2.24.250 (b). The proprietary antiscalant provided by American Water Chemicals is the only antiscalant approved by ROTEC to meet the performance requirement of 90% recovery on the full-scale FRRO system at the Arcadia Water Treatment Plant. Increasing Arcadia Water Treatment Plant’s recovery to 90% allows the City to reduce its reliance on imported water supplies (primary goal of City Council directed 2018 SWMP) and would also save approximately $130,000 in sulfuric acid cost at the Arcadia Water Treatment Plant.
Environmental Review
The purchase and use of antiscalants and cleaning chemicals for the FRRO system at the City’s Arcadia Water Treatment Plant is categorically exempt from CEQA pursuant to Section 15301 of the CEQA Guidelines. Section 15301 provides exemption for the
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operation, repair, maintenance, permitting, or minor alteration of existing public or private structures, facilities, mechanical equipment, or topographical features, involving negligible or no expansion of use beyond that existing at the time of the lead agency's determination. The purchase order would continue the practice of antiscalant addition and periodic cleaning of the FRRO system as part of the operations at the Arcadia Water Treatment Plant. The agreement would not expand or materially change existing facilities or operations. Therefore, the award agreement is categorically exempt pursuant to Section 15301 of the CEQA Guidelines.
Past Council Actions
Meeting Date Description
11/27/2018 (Attachment A) Sustainable Water Master Plan Update and Pathway to Water Self-Sufficiency
12/17/2019 (Attachment B) Award Request for Proposal and enter into Agreement with Walsh Construction Co., LLC for Design-Builder
Services for the Olympic Well Field Restoration and
Arcadia Water Treatment Plant Expansion Project
7/27/2021 (Attachment C) Approval of the Arcadia Water Treatment Plant Design/Build Guaranteed Maximum Price Amendment
Financial Impacts and Budget Actions
Staff seeks authority to approve available funding from the Water Fund to award a purchase order to American Water Chemicals, Inc. for water treatment antiscalants and cleaning chemicals.
Purchase Order Request
FY 2024-25 Request
Amount
Department Account # Future Years
Amount
Total Contract
Amount
$400,000 50500003.525081 $2,520,000 $2,920,000
Future year funding is contingent on Council budget approval.
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Prepared By: Sunny Wang, Water Resources Manager
Approved Forwarded to Council
Attachments:
A. 2018 Sustainable Water Master Plan (Web Link)
B. Award Request for Proposal to Walsh Construction Co. ll, LLC for Design-Builder Services for the Olympic Well Field Restoration & Arcadia Water Treatment Plant Expansion (Web Link)
C. Approval of the Arcadia Water Treatment Plant Design/Build Guaranteed Maximum Price Amendment (Web Link)
D. Design-Build GMP EX06-Performance_Parameters
E. FY 24-25 Oaks Initiative (American Water Chemicals)
F. FY 24-25 Levine Act (American Water Chemicals)
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SP2602- Olympic Well Field Restoration and Arcadia Water Treatment Plant Expansion Project City of Santa Monica /Walsh Construction Company II, LLC GMP Amendment Exhibit 6
Performance Parameters
Exhibit 6 1/19
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Packet Pg. 328 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant) 1 EXHIBIT 6
ARCADIA WATER TREATMENT PLANT TESTING AND
PERFORMANCE REQUIREMENTS
1 PURPOSE
The purpose of this document is to outline required start-up and commissioning plans, functional tests (pre-commissioning testing), acceptance tests, and system performance guarantees for the expanded Arcadia Water Treatment Plant (WTP). Testing requirements are specific to the following new and modified unit processes:
1. Ultraviolet Advanced Oxidation Process (UV-AOP)
2. Granular Activated Carbon (GAC) system
3. Flow Reversal Reverse Osmosis (RO)
4. Decarbonation Tower (or Air Stripping Tower)
The Design/Builder shall demonstrate that the Olympic Well Field Restoration and Arcadia Water Treatment Plant Expansion Project (Project) meets all Guaranteed Plant Performance Parameters (Section 6, below), which constitutes a performance guarantee. This document generally sets forth the requirements for Start-up and Commissioning, Acceptance Testing, and Performance Guarantees of the Project required under the Contract Documents. This document is intended to supplement the project technical specification requirements but take precedence over technical specification sections.
2 REGULATORY APPROVALS
The Design/Builder shall meet all applicable requirements set forth by Governmental Agencies, having jurisdiction over the Project as they relate to any testing and acceptance procedures and reporting protocols for the Arcadia WTP. Design/Builder shall obtain the following approvals:
• State Water Resources Control Board (SWRCB), Division of Drinking Water (DDW) − Drinking Water Permit Amendment
− 97-005 Policy Memo/permit, including but not limited to the following documents to be submitted to DDW:
• Step 4: Effective Treatment and Monitoring Report
• Step 5: Human Health Risks Associated with Failure of Proposed Treatment Report • Final Engineering Report that addresses the design, multi-barrier treatment approach, and treatment goals.
• An Operations and Maintenance Manual for the new treatment facilities • A Water Quality Monitoring Plan
• Acceptance Test Plan and Final Acceptance Test Report(s) to demonstrate the performance of the new treatment processes.
• These reports shall be provided in both PDF and MS Word formats. • South Coast Air Quality Management District (SCAQMD)
− Vapor-Phase GAC system permit amendments, if applicable • City of Los Angeles Fire Department approvals
• City of Santa Monica Building Permits
Exhibit 6 2/19
5.B.d
Packet Pg. 329 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant) 2 3 START-UP AND COMMISSIONING PLAN
The Design/Builder shall submit a Start-Up and Commissioning Plan for approval by the City no later than six (6) months prior to starting Commissioning activities. The Design/Builder shall not start Commissioning activities without an approved Start-Up and Commissioning Plan. Refer to Specifications Section 01 45 20 for additional requirements.
The above referenced plans (collectively, “Plans”) shall conform to the requirements of the Project Criteria, comply with the requirements outlined in this exhibit, and address the activities and Guaranteed Plant Performance Parameters for the Project and all equipment required to achieve the Project Criteria. For purposes herein, “Project Criteria” means: 1) restore the Olympic Sub-basin by pumping and treating the contaminated groundwater through a new advanced water treatment facility (approximately 2,000 gallons per minute of treatment capacity), 2) increase the treatment efficiency at the Arcadia Water Treatment Plant to 90 percent or greater and reduce waste discharge, 3) continue to provide City customers with a high-quality and safe drinking water supply, and 4) maximize local water supplies to reduce reliance on imported water supplies.
The Start-up and Commissioning Plan shall include, but not be limited to, the following:
i. Schedule for mechanical and electrical completion, testing, and commissioning of equipment or system(s) applicable to the Project.
ii. Scoped and approved piping and instrumentation diagrams (“P&IDs”) identifying the limits of testing for each system and identifying all equipment, piping, instrumentation, and controls for each system.
iii. Scoped and approved Single Line Diagrams showing the limits of testing and components of the electrical distribution system that will be required to be operational and active during the testing of the system components. iv. Approved point-to-point and loop drawings.
v. Procedure/practice identifying the Design/Builder's plan for isolation of equipment prior, during, and after testing to assure the safety of the equipment, Design/Builder's personnel and its subcontractors, manufacturer's personnel, City employees, and others present. Procedure shall address as a minimum lockout/tagout and method of identifying status of equipment (construction, mechanically complete, in testing, energized/de-energized, etc.). vi. Roles and responsibilities of the Design-Build Start-up Manager; Design/Builder's testing, check-out, calibration, and other start-up personnel; Design/Builder’s applicable Subcontractors; City Inspection, Operations and SCADA personnel; and Process Equipment Vendor personnel.
vii. The Design/Builder shall provide and use forms for each stage of testing that include all test information for equipment and systems, including specified operational parameters. This includes providing forms for pressure or leakagetesting and preoperational check-out for all equipment. viii. Test procedure for equipment and systems.
a. Test procedures shall be prepared for each equipment and system installed by the Design/Builder.
b. The procedures shall be submitted at a minimum forty-five (45) days before testing activities begin.
c. The procedures shall be approved by City no less than fourteen (14) days before testing activities begin.
Exhibit 6 3/19
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Packet Pg. 330 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant) 3 d. The procedures shall include all test information to be collected, including specified operational parameters, during testing.
ix. Calibration procedures.
x. Sample calibration sheet for all types of instruments consistent with specifications. xi. Hydrotest test record form.
xii. Electrical and Control sheets in accordance with specifications. xiii. Mechanical and electrical completion sign-off forms for each type of equipment installed by the Design/Builder on this contract.
xiv. Start-up and Commissioning schedules; both to be included in the Construction Schedule (Exhibit “3” to the GMP Amendment).
3.1 START-UP AND COMMISSIONING
Refer to Specifications Section 01 45 20 for specific start-up and commissioning requirements.
In general, start-up and commissioning activities shall consist of the following:
i. Pressure and/or leakage tests.
ii. Electrical testing as specified in Division 26.
iii. Wiring and piping, individual component, loop, loop commissioning and tuning testing as described in Division 40.
iv. Pre-operational checkout for all mechanical and HVAC equipment. Pre-operational check-out procedures shall be reviewed and approved by the respective equipment manufacturers.
v. Initial operation tests of all mechanical, electrical, HVAC, and instrumentation equipment and systems to demonstrate compliance with the performance requirements of this project manual.
3.2 PRE-COMMISSIONING AND FUNCTIONAL TESTING
3.2.1 General
i. The primary activities for pre-commissioning and functional testing are construction, factory testing, component testing, stand-alone equipment testing, and documentation. The intent is to test isolated equipment and components for mechanical and electrical functionality prior to the introduction of process fluids. ii. Once all components in a system have been tested individually and all required deliverables have been approved for that system, the Design/Builder may proceed to Functional Testing (Specifications Section 01 45 20) of that system.
3.2.2 Pre-commissioning Testing Requirements
i. The Design/Builder shall verify installation in compliance with the Project Specifications and the manufacturer’s installation instructions. ii. The Design/Builder shall perform required alignment, adjustment, lubrication, and all other steps required, for each item of equipment and systems furnished by the Design/Builder in accordance with the manufacturer’s instructions, the equipment section, and sections referenced within the equipment section. iii. System Pressure and/or Leakage Tests in accordance with Project Specifications iv. Electrical and controls testing shall be successfully completed in accordance with Project Specifications.
Exhibit 6 4/19
5.B.d
Packet Pg. 331 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant) 4 v. The Design/Builder shall provide mechanical and electrical completion sign-off forms for each item of equipment (as required) and systems installed by the Design/Builder. The forms will be used in the field by the Design/Builder and the City jointly, to verify that all steps required for mechanical and electrical completion have been performed. The Design/Builder shall not begin pre-operational checkout of equipment or systems until the Design/Builder’s Design Professional (Brown and Caldwell) has reviewed and signed the mechanical and electrical completion sign-off forms for the equipment or system.
vi. Installation and mechanical and electrical completion deficiency items shall be resolved to the satisfaction of the Design/Builder’s Design Professional before preoperational check-out procedures are performed. A detailed list of corrective actions taken will be maintained by Design/Builder.
vii. Pre-operation check-out shall be performed by the Design/Builder in a logical, stepwise sequence to ensure that all equipment has been properly serviced, aligned, connected, and adjusted prior to operation.
viii. Pre-operation checkout procedures conducted by Design/Builder shall include, but not necessarily be limited to, the following:
a. Ring-out of all power, control, and monitoring and control circuits prior to connection.
b. Insulation resistance testing of all electrical equipment and cable. c. Voltage check of all circuits.
d. Phase sequence check.
e. Pre-Connection alignment check of all connecting pipelines and machines. f. Complete check-out, through simulated operating conditions, of all safety circuits and control interlocks.
g. Alignment of all motor and equipment shafts.
h. Manual rotation and/or movement of all moving parts to ensure freedom of movement.
i. Bump motor to confirm correct direction of rotation. Any anti-rotation device shall be removed prior to bumping motor.
j. Operation of motorized valves through complete open/close cycle with motor. k. Confirmation that all valves are correctly orientated and in their correct operating mode.
l. All equipment and installation meet all Cal/OSHA requirements including, but not limited to, Process Safety Management.
ix. Calibration
a. Before conducting the tests specified herein, the Design/Builder shall furnish the services of technicians knowledgeable of the process instrumentation, all special tools, calibration equipment, and labor to calibrate and test all Design/Builder-furnished process instruments and the control system. All test equipment shall be calibrated to a NIST Standard within 90 days of test. b. All instruments, meters, flow control devices, and transmitters shall be calibrated to within manufacturer’s specifications of accuracy. All status and alarm switches, transmitters, and indicators shall also be tested.
Exhibit 6 5/19
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Packet Pg. 332 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant) 5 c. During the tests, if one or more instrument readings are not within the specified calibration requirements, or the control system does not function as specified, adjustments or alterations shall be made by the Design/Builder as necessary to meet the intent of the specifications and the completion tests shall be repeated.
x. Testing of Equipment
a. Once all affected equipment has been subjected to the required preoperational check-out and calibration procedures, individual equipment and systems shall be started, operated, and tested by the Design/Builder to determine whether the equipment and systems meet the requirements of the approved equipment operation procedures and specification requirements, including the entire operational range specified and required as a part of the Project Criteria (if operational range is available from the City). The equipment shall be operated by the Design/Builder for the period of time as defined in the approved procedures. Local control panel operation shall be confirmed during the associated equipment operational tests.
b. Once tests have been satisfactorily completed, all Design/Builder-furnished equipment shall be rechecked by the Design/Builder for proper alignment, loose connections, unusual movement, or other indications of improper operating characteristics. Any deficiencies shall be corrected to the complete satisfaction of the Design/Builder’s Design Professional. c. In the event that any item of installed equipment exhibits operating characteristics outside of the manufacturer’s or the Design/Builder’s technical specifications, it shall be disassembled, inspected, repaired, or removed from the site and replaced at no cost to the City, by the Design/Builder.
3.2.3 Pre-Commissioning Reports
Pre-Commissioning Testing includes completion and submittal of the following:
i. All Factory Demonstration Test (FDT) Reports
ii. All Pressure Test Reports
iii. All Structures Leak Test Reports
iv. All Mechanical Alignment Reports
v. All Equipment Tested as Stand-Alone in Local / Manual Mode vi. All Loop Test Reports
vii. All Conductivity and Megger Test Reports
viii. All Instrumentation Calibration Reports
ix. All Manufacturer's Certificates of Proper Installation (COPI) x. All Electrical Breaker Setting and Equip Check Out Reports xi. All PLC / HMI Programming Bench Tested
xii. Draft Operator Training Plan Submitted
xiii. Draft Standard Operating Procedures Submitted
xiv. Draft O&M Manuals Submitted
xv. Pre-Commissioning Report including CAR (Corrective Action Report) Exhibit 6 6/19
5.B.d
Packet Pg. 333 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant) 6 3.3 COMMISSIONING TESTING REQUIREMENTS
3.3.1 GENERAL REQUIREMENTS
The following general requirements apply:
i. The Design/Builder shall be responsible for the performance of all Design/Builderfurnished equipment in accordance with the Project Specifications. ii. The Design/Builder shall bear the cost of retesting work which fails to meet Guaranteed Plant Performance Parameters.
3.3.2 NOTICE OF COMMENCEMENT OF THE COMMISSIONING TESTS The Design/Builder shall provide the City with at least fourteen (14) days prior written notice of the expected initiation of the Commissioning Tests. At least ten (10) days prior to the actual commencement of Acceptance Testing, the Design/Builder shall certify in writing that it is ready to begin Acceptance Testing in accordance with the Acceptance Test Plan and the Design Build Contract.
3.3.3 FUNCTIONAL TESTING REQUIREMENTS
The objective of the functional testing is to operate (Design/Builder with City Operations assistance) all WTP equipment to assess if the WTP equipment functions as stated in the control strategies. The process and mechanical equipment shall function without leaks, breakdowns, or failures for five (5) days straight. Process equipment and analyzers shall be inspected for calibration before the 5-day test.
The remaining PLC interlocks, control loops and alarms shall be checked before beginning the 5-day test. The 5-day test shall not start until all process equipment is installed and ready to test. Vendor system suppliers, manufacturers, and system integrators shall provide operational training prior to or during functional testing for Design/Builder and City staff.
3.3.4 FUNCTIONAL TESTING REPORT & CORRECTIONS
After completion of the 5-day test, the Design/Builder’s Design Professional shall be provided the list of alarms, any mechanical or electrical failures and corresponding downtimes. Any system integration activities necessary to rectify those failures should be incorporated prior to the Acceptance Test.
3.3.5 CONDITIONS TO COMMENCEMENT OF THE ACCEPTANCE TESTS The Design/Builder shall not commence the Acceptance Tests until the following events have occurred:
i. The requirements of Pre-Commissioning and Functional Testing have been met and the City has approved the Acceptance Test plan
ii. DDW has approved the Acceptance Test Plan proposed by the Design/Builder iii. The Design/Builder has submitted its personnel training program required by the Design Build Contract
iv. The Design/Builder has certified that it has completed the Pre-Commissioning and Functional Testing requirements
v. The Design/Builder shall have completed all startup and commissioning required by the Design Build Contract, including testing of equipment, subsystems, and structures required by the Design Build Contract and the Design Requirements Exhibit 6 7/19
5.B.d
Packet Pg. 334 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant) 7 vi. The Design/Builder shall have devised a method acceptable to the City and applicable Governmental and Regulatory Bodies, and complying with Applicable Law for:
a. Determining that effluent water quality is in compliance with all Applicable Laws; and
b. Disposing or retreating any water which is not in compliance with all Applicable Laws.
4 RO MEMBRANE BENEFICIAL OCCUPANCY
Upon completion of functional testing, and prior to acceptance testing per an approved Acceptance Test Plan, the Design/Builder shall operate the RO system in conventional RO mode (flow reversal mode disabled) at the current RO system recovery (82-83% recovery) to demonstrate that the new RO membranes are operating under applicable membrane warranty conditions and meeting all applicable performance requirements per Project specifications. The timing of when the new RO membranes are installed and duration that it would be operated under the current RO system recovery (82-83% recovery) in relation to when the Acceptance Testing will begin is the sole responsibility of the Design/Builder. The following data and activities shall be collected and undertaken during the Beneficial Occupancy demonstration:
i. Raw water silt density index (SDI) testing
ii. Baseline normalization calculations
iii. Comparison of performance data to membrane projection models iv. Conduct conductivity profile to confirm the membrane elements are performing per specifications
v. Determine system compliance with membrane warranty parameters:
a. Feedwater water quality
b. Feedwater SDI
c. Feed pressure
d. Interstage differential pressures
The Design/Builder shall troubleshoot the RO system (evaluate upstream feedwater quality issues, perform membrane pressure vessel conductivity profiles, check system controls, adjust operational setpoints, etc.) and repeat system tests if the membrane system fails to meet performance requirements. Upon successful completion of Beneficial Occupancy demonstration testing, the Design/Builder shall submit all testing data, which demonstrates RO membrane system performance compliance, and the membrane warranty period shall begin. 5 ACCEPTANCE TEST PLAN
The Design/Builder shall submit an Acceptance Test Plan for approval by the City, and to serve as part of the DDW permitting process, no later than six (6) months prior to commissioning activities. The City shall have fifteen (15) days to review and approve the Design/Builder’s Acceptance Test Plan or return with comments, which will be responded to by the Design/Builder within ten (10) days. The Design/Builder shall not submit the final Acceptance Test Plan to DDW until it has been reviewed and approved by the City.
Exhibit 6 8/19
5.B.d
Packet Pg. 335 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant) 8 The Design/Builder shall prepare and submit to the City and DDW for its review and approval an Acceptance Test Plan that includes the following minimum requirements:
i. UV/AOP performance test protocol, including spiking of 1,4 Dioxane and other constituents to demonstrate performance to the City and DDW. Refer to Specification Section 46 63 23 for validation testing requirements. ii. GAC system performance (backwash/bumping functionality, flow splitting, peroxide quenching, clean bed headloss, and EBCT compliance).
iii. RO performance test protocol, including:
a. Raw water silt density index (SDI) testing
b. Conductivity profile testing
c. Baseline normalization calculations
d. System compliance with membrane warranty parameters (feedwater water quality, SDI, etc.)
iv. Operations, Maintenance and Monitoring Plan (OMMP), as submitted to the City and DDW.
v. Procedures for testing all new water treatment processes and ancillary support systems.
vi. Procedures for testing standby power.
vii. Use of permanent and temporary instrumentation.
viii. Organization of the test team, including responsibilities, authority, and decisionmaking protocols. ix. Response procedures for unsuccessful test results including definition of threshold results that constitute overall Acceptance Test failure. x. Operating and maintenance schedule during testing.
xi. Procedures for UV/AOP off-spec water disposal and system protections. xii. Procedures for RO system off-spec water disposal and system protections. xiii. Internal and external communications protocols.
xiv. Acceptance Testing schedule.
xv. Procedures for demonstrating compliance with every Acceptance Test Standard. xvi. Response or mitigation procedures in the event of an unsuccessful test event.
The Acceptance Test Plan shall describe methods for demonstrating compliance with Guaranteed Plant Performance Parameters, including:
i. A list of all WTP influent water, inter-process (i.e. UV-AOP effluent, GAC effluent, RO Feed, RO permeate), and effluent water quality, performance parameters to be monitored and a schedule of monitoring. The monitoring description will include sampling locations, analytical methods and sampling frequencies at which water quality and parameters will be monitored on a continuous or other defined basis.
Final sampling and performance requirements shall be approved by DDW. All water quality and performance parameters shall be sampled for and measured daily during the Initial 7-day DDW Acceptance test and at regular sampling intervals, per permitting requirements, during the 30-Day testing. Sampling for 1,4- dioxane should be across the entire water treatment train or as required by DDW. ii. Procedures for spiking contaminants (e.g., 1,4-Dioxane, TCE, and PCE) to test UV AOP system per Specification Section 46 63 23.
Exhibit 6 9/19
5.B.d
Packet Pg. 336 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant) 9 iii. Identification of equipment calibrations to be performed, descriptions of all calibration techniques to be used and timing of calibrations relative to Acceptance Testing (all instruments, including benchtop units, used in Acceptance Testing operations and to monitor and evaluate Acceptance Testing shall be calibrated in accordance with manufacturer’s requirements.), QA/QC procedures, including those to be utilized for all equipment used for testing and measuring different parameters within the treatment process and at contract laboratories. iv. Identification of QA/QC procedures, including, trip blanks and duplicates for samples sent to contract laboratories. The description shall address intermediate spot and cross checks, in addition to the formal calibration periods. v. A full description of any analytical methods and techniques that will be utilized to verify compliance with all Applicable Laws and Guaranteed Plant Performance Parameters. In addition, descriptions of how data collected will be compared with Guaranteed Plant Performance Parameters shall be provided and shall be in a manner that complies with City requirements and regulatory requirements including applicable data handling requirements of the DDW. Provide examples of any tools such as flow charts, check sheets or any other data presentation and evaluation techniques that will be utilized.
vi. Compliance with all laboratory water quality testing and analysis. vii. A listing of all samples requested by the City and a protocol for delivering samples to the City for the City’s own testing program should the City elect to have such a program during Acceptance Testing.
viii. For RO membrane separation process, a description of membrane normalization calculations to verify performance stability.
ix. A list of critical control points for the UV-AOP process to demonstrate required log removal credit and treatment performance.
x. A full description of any analytical methods and techniques that will be used to verify compliance. In addition, descriptions of how data collected will be compared with performance parameters shall be provided and shall be in a manner that complies with City requirements and regulatory requirements including applicable data handling requirements of DDW.
xi. Supervisory Control and Data Acquisition (SCADA) system monitoring and control functions.
xii. A list of real-time data fields that will be provided to the City during Acceptance Testing.
The Acceptance Test Plan shall also specify the form and contents of the Acceptance Test Report and include specific, detailed sampling protocols to be used while conducting the Acceptance Tests. Preliminary tests may be conducted at the Design/Builder’s expense; however, the results of such tests shall not be made part of the Acceptance Test Report.
The Acceptance Test Plan shall describe the Design/Builder’s approach and details for meeting the requirements of this document.
The Acceptance Test Plan shall document how Acceptance Testing will demonstrate the ability of the Arcadia WTP to treat the design range of flow, temperature, and influent water quality.
Draft Standard Operating Procedures (SOP) shall be submitted prior to, or in conjunction with, the submittal of the Acceptance test plan for use during testing activities. Final SOPs shall be submitted to the City after Substantial Completion but prior to Final Completion.
Exhibit 6 10/19
5.B.d
Packet Pg. 337 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant) 10 5.1 ACCEPTANCE TESTING
Refer to Specifications Section 01 45 20 for specific acceptance test requirements, which will consist of the following:
i. Initial 7-days DDW Acceptance - The Initial 7-days DDW Acceptance Test shall have a minimum duration of seven (7) consecutive days and shall demonstrate that all water treatment plant operations over the Initial 7-days DDW Acceptance Test period are in full and continuous compliance with the Guaranteed Plant Performance Parameters. It is expected that during the Initial 7-days DDW Acceptance test, the final treated water will NOT be sent into the potable water distribution system and will be disposed of to either the sanitary sewer system or storm drain unless directed otherwise by DDW. The Design/Builder shall be responsible for providing all necessary temporary measures required to discharge the final treated water to either the sanitary sewer system or storm drain, or as directed by DDW. The operational testing period shall be for a period of seven (7) consecutive days at a minimum of half plant capacity (i.e., only two RO trains in operation) for the first two days and full plant capacity thereafter with a plan to alternate RO train operation, as needed, to test all RO trains and the UV-AOP system).
a. Design/Builder may reduce the duration of the Initial 7-days DDW Acceptance test, if allowed by DDW, to reduce the volume of water discharged to the sewer.
b. If the Initial 7-Days DDW Acceptance test is suspended for a period of more than eight (8) hours, and if a DDW approval has not been achieved, the “continuous compliance” requirement shall not be satisfied, and the Initial 7- days DDW Acceptance test shall be restarted at Day 1 and re-run for the entire 7-day test period.
c. Loss of power at the Arcadia WTP does not constitute a requirement to repeat Initial 7-days DDW Acceptance test. In such event, the testing duration would be paused during the loss of power event and resume once power is restored. d. Stoppage of testing by the City to address issues unrelated to the Project performance will constitute a pause in testing but not constitute a requirement to repeat Initial 7-days DDW Acceptance test.
e. City will provide certified operators to operate new treatment facilities, including UV-AOP, RO System, Decarbonator, GAC and the Booster Pump Station under the direction of Design Builder. The Design/Builder will provide operation direction to the City Operators after the loading of new RO system membranes.
Once Substantial Completion is reached the City will be responsible for all operations of the facility. Initial acceptance test is complete once DDW has approved water quality test results and issues either an amended drinking water permit or temporary permit to discharge water into the distribution system.
f. Upon completion of the Initial 7-days DDW Acceptance test and approval granted by DDW, the Final 30-days Continuous Operation Acceptance period shall commence.
ii. Final 30-days Continuous Operation Acceptance - Upon completion of the Initial 7- days DDW Acceptance test and approval has been granted by DDW to commence Final 30-days Continuous Operations, the City will provide certified operators to Exhibit 6 11/19
5.B.d
Packet Pg. 338 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant) 11 operate the Arcadia Water Treatment Plant with direction from the Design/Builder at full plant capacity (i.e., all RO trains operating) for an additional 30 days. It is expected that during the Final 30-days Continuous Operation Acceptance test period, the treated water will be sent into the drinking water distribution system unless directed otherwise by DDW. The primary objective of the Final 30-day Continuous Operation Acceptance period is to verify performance of the treatment system and to transition operational direction from the Design/Builder to the Owner.
5.2 SUPPLEMENTAL TESTING
In addition to Acceptance Testing, supplemental testing is to be conducted. i. Supplemental 30-days Continuous Operation - Upon completion of the Final 30- days Continuous Operation Acceptance testing period, testing is to be continued for 30 additional days. The primary objective of the Supplemental 30-days Continuous Operation period is to verify performance of the treatment of the RO systems for a total of 60 days. If the RO system is unable to operate for a minimum of 60-days without a clean-in-place (CIP), Design/Builder shall evaluate operational data and make a recommendation on operational adjustments and repeat both the Final 30-days Continuous Operation Acceptance and Supplemental 30-day Continuous Operation test periods for the RO system. Any remedy or operational adjustments made shall be approved by the City prior to restart of the Final 30- days Continuous Operation Acceptance test. Failure of City operations staff to adhere to, or follow, Design-Build team directions for WTP operations, unexpected plant power failures, or the occurrence of well field upsets that introduce unexpected solids into the WTP, all of which may result in RO system fouling/scaling, shall not be the responsibility of the Design/Builder and shall not result in restarting the Final 30-days Continuous Operation Acceptance and Supplemental 30-day Continuous Operation testing periods.
5.3 ACCEPTANCE TEST REPORT
Within thirty (30) days following the last day of any Acceptance Testing, the Design/Builder shall furnish the City with two (2) copies of a written Acceptance Test report consistent with the requirements specified in this document, by the Design/Builder.
5.3.1 ACCEPTANCE TEST REPORTING REQUIREMENTS
The Acceptance Testing Report shall be prepared in accordance with the Acceptance Test Plan and include at a minimum:
i. Confirmation by the testing lab and Engineer of Record that testing was conducted in accordance with the approved Acceptance TestPlan.
ii. A certification of the results of the testing with respect to each of the Acceptance Test Standards. Each Acceptance Test Standard shall be addressed separately and the basis for the determination presented. This certification of the results of the testing shall include (a) a determination of the extent to which the Project complies with the applicable Contract Standards and requirements and (b) for each Guaranteed Plant Performance Parameter, a determination of the extent to which the Project complies with the Guaranteed Plant Performance Parameters.
iii. All data measured and recorded during the tests including laboratory analyses, chemical consumption, instrument calibrations, pressures, and measurements.
Exhibit 6 12/19
5.B.d
Packet Pg. 339 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant) 12 iv. A certification of the results of the testing with respect to the log removal value for 1,4-dioxane, TCE and PCE by the UV/AOP process.
v. Certification of RO recovery performance and Arcadia WTP final potable water quality. vi. Record of equipment outages, failures, and preventative maintenance. vii. Summary of test results and conclusive evidence of compliance with all test requirements.
viii. All calculations used in determining test results. ix. Any other data reasonably requested by the City to be included in such reports. x. All certifications shall be signed and sealed by an Engineer in responsible charge of the design employed by theDesign/Builder.
5.3.2 ACCEPTANCE TEST STANDARDS
The ability of the Project to meet the following Acceptance Test Standards shall be demonstrated during Acceptance Testing:
i. The Project operated properly with only the normal complement of employees included in the staffing related to collection and analysis of samples and other test data.
ii. The Project can deliver Arcadia WTP treated water per the Guaranteed Plant Performance Parameters. For Guaranteed Plant Performance Parameters, the averaging period for the purposes of Acceptance Testing shall be the length of the Acceptance Test. The results of all samples taken during an Acceptance Test shall be reported and included in the calculation of reported averages or other evaluations applicable to determining compliance with Guaranteed Plant Performance Parameters.
iii. The Project is compliant with all applicable Governmental Approvals at all times. iv. The Project operations are consistent with the Project Criteria. v. The Project operates with automated and computerized systems in full and continuous operation.
5.3.3 FAILURE OF THE ACCEPTANCE TEST
Failure to continuously demonstrate the Acceptance Test Standards during the period of the Acceptance Test as defined in Sections 5.1 shall constitute a failure of the Acceptance Test.
Any failure of an Acceptance Test shall require (a) correction of those components or conditions that resulted in the failure, and (b) performance of a retest of the Acceptance Test after proper notification is provided to the City. Any failure to meet an Acceptance Test Standard during the Initial 7-days DDW Acceptance or Final 30-days Continuous Operations testing periods shall require a repeat of the Initial 7-days DDW Acceptance or Final 30-days Continuous Operations Acceptance testing periods. Corrective actions and/or remedies to the failure shall be approved by the City prior to repeating the Initial 7-days DDW Acceptance or Final 30-days Continuous Operations Acceptance testing periods.
5.3.4 ACCEPTANCE TEST COMPLETION
Completion of the Acceptance Test shall be defined as completion of Acceptance Testing followed by submission by the Design/Builder and acceptance by the City of an Acceptance Test report demonstrating compliance with all acceptance test standards.
Exhibit 6 13/19
5.B.d
Packet Pg. 340 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant) 13 6 GUARANTEED PLANT PERFORMANCE PARAMETERS
The expansion of the Arcadia WTP includes the retrofit of existing RO trains with flow reversal technology and the incorporation of an UV-AOP system for the treatment of contaminants from the Olympic wells. The following sections summarize performance requirements for these two processes during acceptance testing.
6.1 UV-AOP SYSTEM PERFORMANCE GUARANTEE
The UV-AOP System includes a UV reactor(s) and hydrogen peroxide chemical feed system in addition to downstream GAC for hydrogen peroxide quenching. The proposed TrojanUVFlex UV-AOP System will treat Olympic wellfield water for 1,4-dioxane (primary treatment requirement) per the UV-AOP performance requirements, summarized in Table 1, in addition to other VOCs listed in Table 2. Not all constituents will be reduced by the oxidation process.
Table 1. UV-AOP System Performance Criteria
Parameter Unit Value
Design feed water 1,4-dioxane concentration µg/L 54
Design treated water 1,4-dioxane concentration µg/L 0.2 Design 1,4-dioxane removal N/A ≥2.4 log
Design feed water TCE concentration µg/L 34
Design treated water TCE concentration µg/L 0.2
Design TCE removal N/A ≥2.2 log
Design feed water PCE concentration µg/L 42
Design treated water PCE concentration µg/L 0.2
Design PCE removal N/A ≥2.3 log
Total flow 2,000 gpm
UVT ≥96%
UV system power (kW) 329
Hydrogen peroxide dose ≤40 mg/L
Sampling and testing of the raw water for the constituents and parameters listed in Table 1 will be accomplished at the frequencies and times required by DDW. Should the initial laboratory test results indicate any deviation from either the treatment or raw water quality objectives specified herein, the effluent and raw water will be retested to confirm the anomalies before any remedial actions are undertaken.
If water quality operating conditions fall outside of the parameters noted in Table 2, the Design/Builder shall take such steps as may be necessary to ensure that the 1,4-dioxane levels are below the applicable regulatory levels. Refer to Table 2 for UV-AOP baseline water quality parameters.
6.1.1 BASELINE WATER QUALITY PARAMETERS
Table 2 summarizes raw water quality in the Olympic source from the 97-005 Permit Step 2 report and the treatment objectives for inorganic contaminants. Given the variable nature of Exhibit 6 14/19
5.B.d
Packet Pg. 341 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant) 14 source water quality, this data should be considered indicative of feed water quality to the process and that final treated water quality will meet all applicable drinking water standards after the entire treatment process.
Table 2. Olympic Well Water Quality – Step 2 Report
Constituent [Units]
MCL
or
NL
Using UCL95a
Using Production Well
Concentration From 2020b
Olympic Influent
Concentrations
Estimates
With Safety
Factor
Appliedc
Olympic Influent
Concentrations
Estimates
With Safety
Factor
Appliedc
1,1-Dichloroethane (1,1-DCA)
[ug/L] 5 0.11 0.17 0.098 0.15
1,1,2-Trichloroethane (1,1,2-
TCA) [ug/L] 5 0.094 0.14 ND ND
1,1-Dichloroethane (1,1-DCE)
[ug/L] 6 0.47 0.71 0.67 1.0
1,2,3-Trichloropropoane (1,2,3-
TCP) [ug/L] 0.005 0.022 0.026 0.00091 0.0011
1,2-Dichloroethane (1,2-DCA)
[ug/L] 0.5 0.043 0.065 ND ND
1,4-Dioxane [ug/L] 1 13.8 20.7 9.9 14.9
Benzene [ug/L] 1 0.037 0.056 ND ND
Carbon Tetrachloride (CTC)
[ug/L] 0.5 0.15 0.23 0.098 0.15
Cis-1,2-Dichloroethene (cis-1,2-
DCE) [ug/L] 6 0.84 1.26 0.23 0.35
Methyl tert-butyl ether (MTBE)
[ug/L] 13 0.11 0.17 ND ND
PFOA [ng/L] 5.1 0.44 0.66 1.2 1.8
Tetrachloroethene (PCE) [ug/L] 5 10.4 15.6 31 46.5
Trans-1,2-Dichloroethene (trans1,2-DCE) [ug/L] 10 0.026 0.039 ND ND Trichloroethene (TCE) [ug/L] 5 8.2 12.3 23 34.5
Vinyl Chloride [ug/L] 0.5 0.028 0.042 ND ND
a. From production wells concentration estimates
b. Maximum observed values from production wells from available 2020 sampling data c. A safety factor of 1.5 was applied for each constituent, except for 1,2,3-TCP, which used a safety factor of 1.2.
Exhibit 6 15/19
5.B.d
Packet Pg. 342 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant) 15 6.1.2 GAC System Guarantees
The GAC system shall be guaranteed to operate at prescribed headloss conditions as outlined in Specification Section 44 31 16. The Design/Builder shall ensure that the GAC backwash/ bumping system and flow control systems are operating per the design criteria. Specific performance guarantees include:
i. GAC system effluent shall contain no measurable hydrogen peroxide residual based on a feed hydrogen peroxide concentration of less than or equal to 40 mg/L.
Measurable Hydrogen Peroxide is defined as 0.5 ppm.
ii. Empty Bed Contact Time (EBCT) shall be greater than 5 mins and loading rate shall not exceed 5.9 gpm/sf at the max design flow of 2.9 mgd. iii. Failure to meet effluent residual requirements will result in the Design/Builder adding additional media to each pressure vessel.
6.2 RO SYSTEM PERFORMANCE GUARANTEE
The Arcadia WTP expansion will include the retrofit of all four existing RO trains with ROTEC flow reversal RO technology to increase recovery for greater potable water production. The retrofitted skids shall be operated under the following conditions:
i. Recovery:
a. Operating Range: 1,758 to 1,814 gpm of feed flow per train at 90 percent recovery
b. Minimum:1,650 gpm of feed flow per train at 90 percent recovery c. Maximum: 1,900 gpm of feed flow per train at 90 percent recovery ii. CIP Frequency shall be no more frequent than every 2 months. A CIP shall be triggered by any one of the following conditions:
a. Increase of normalized feed pressure ≥ 15%
b. Decline of normalized permeate flow rate ≥ 15%
c. Decline of normalized specific flux ≥ 15%
d. Increase of normalized salt passage ≥ 15%
iii. Feed water quality parameters shall be as listed herein, with feed water pH adjusted with 93% weight per weight sulfuric acid and conditioned with antiscalant. a. Feed water adjusted pH of 6.6 minimum
b. Antiscalant chemical addition shall be from one of the following:
1) Avista Vitec-4000 = 3.5 mg/L maximum
2) AWC A-119 = 1.2 mg/L maximum
Refer to Specifications Section 46 63 23, Reverse Osmosis Membrane System for additional RO system requirements, including membrane supplier requirements.
Feed water quality to the RO System shall be within reasonable values based on City’s historical well water quality, dating from January 1, 2011, through the beginning of Acceptance Testing. Feed water quality to the RO System, prior to chemical pretreatment, measured during Acceptance Testing and Supplemental Testing exceeding the maximum values listed within Specifications Section 46 63 23 shall be reviewed and verified by the City. If verified, Design/Builder shall evaluate feed water quality data and make recommendations on operational adjustments to the RO system. Any remedy or operational adjustments requiring Exhibit 6 16/19
5.B.d
Packet Pg. 343 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant) 16 restarting the Final 30-Day Continuous Operations Acceptance test period shall be approved by the City prior to restart of the Final 30-Day Continuous Operations Acceptance test.
Per Specification Section 46 63 23, after the completion of the installation and adjustment of the system, Design/Builder shall carry out on each individual part of the system and on the complete system such tests and in such number of test runs, as agreed in test procedures, to determine whether the system complies with the performance criteria.
6.2.1 Decarbonator System Guarantees
The new decarbonator system (third tower) shall be guaranteed to operate at prescribed headloss conditions as outlined in Specification Section 46 63 75. The Design/Builder shall ensure that the decarbonator is operating per the design criteria, including a maximum hydraulic loading rate of 29.6 gpm/sf and a feed flow rate of 2,800 gpm. Specific performance guarantee includes:
i. Decarbonator effluent carbon dioxide concentration shall be no greater than 12 mg/L.
The Design/Builder shall measure the total VOC load exiting the entire decarbonator system at full WTP flow (after acceptance testing) to determine if the South Coast AQMD permit for gas phase VOC treatment is still required (greater than 1 pound per day VOCs).
6.3 Arcadia WTP Guaranteed Plant Performance Parameters Table 3 summarizes overall Arcadia WTP organics treated water quality requirements.
Table 3. Arcadia WTP Organic Treated Water Quality Performance Parameters Parameter
Proposed WTP
Effluent Goal
(µg/L)
MCL/NL
(mg/L)
Treated Water Concentration
Fraction of MCL/NLa
Initial Ultimate
1,4-Dioxane <0.5 0.001 0% 0%
TCE <0.5 0.005 0% 0%
PCE <0.5 0.005 0% 0%
1,2,3-TCP No change 0.000005 0% 0%
1,1-DCE <0.5 0.006 0% 0%
1,1-DCA No change 0.005 0% 0%
Cis-1,2-DCE <0.5 0.006 0% 0%
Carbon Tetrachloride No change 0.005 0% 0%
PFOA [ng/L] No change 5.1 0% 0%
1,1,2-Trichloroethane [µg/L] No change 5 0% 0%
1,2-Dichloroethane [µg/L] No change 0.5 0% 0%
Benzene [µg/L] No change 1 0% 0%
Methyl tert-butyl ether
(MTBE) [µg/L] No change 13 0% 0%
trans-1,2-Dichloroethene
[µg/L] No change 10 0% 0%
Vinyl Chloride [µg/L] No change 0.5 0% 0%
Exhibit 6 17/19
5.B.d
Packet Pg. 344 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant) 17 a. Values below the MDL or MRL are considered zero for calculation purposes The overall Arcadia WTP shall meet design production based on the current available raw water supply at the time of Start-up and Commissioning. Table 4 summarizes overall Arcadia WTP inorganics treated water quality requirements. The treated water from the Arcadia WTP shall meet all federal and State of California drinking water standards (e.g., MCL, sMCL, and NL).
Table 4. Arcadia WTP Inorganic Treated Water Quality Performance Parameters Average Treated Water Quality NL, MCL, or sMCL
Flow, Ultimate (gpm) 7,030 -
pH 8.3 6.5-8.5
Temperature (°C) 20 -
Total Dissolved Solids (TDS) (mg/L) 367 500
Alkalinity (mg/L as CaCO3) 97 -
Hardness (mg/L as CaCO3) 165 -
Aluminum, Total (mg/L) 0.0014 0.2
Copper (mg/L) ND 1.0
Barium (mg/L) 0.02 1.0
Calcium (mg/L) 39.3 -
Iron, Total (mg/L) 0.01 0.3 (dissolved)
Lead (mg/L) ND 0.015
Magnesium, Total (mg/L) 16 -
Manganese (mg/L) 0.01 0.05
Potassium (mg/L) 0.85 -
Arsenic (mg/L) ND 0.010
Chloride (mg/L) 37.8 250
Fluoride (mg/L) 0.10 2.0
Sulfate (mg/L) 101 250
Nitrate (mg/L as N) 0.1 10
Selenium (µg/L) ND 0.05
Silica (mg/L) 12 -
System performance shall meet all individual unit process guarantees outlined within this document and shall result in a finished water quality that meets all applicable DDW drinking water standards:
i. Inorganic chemicals in 22 CCR Table 64431-A(1) ≤ MCLs ii. Radionuclide chemicals in 22 CCR Tables 64442 and 64443 ≤ MCLs iii. Organic chemicals in 22 CCR 64444-A ≤ MCLs
iv. Disinfection byproducts in 22 CFR Table 64533-A ≤ MCLs v. Lead and copper ≤ action levels per 22 CFR §64678
Exhibit 6 18/19
5.B.d
Packet Pg. 345 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant) 18 vi. Secondary Drinking Water Standards 22 CCR Table 64449-A ≤ SMCLs vii. All compounds with notification levels (NL) should be monitored Major treated water quality requirements are summarized in Table 5.
Table 5. Arcadia WTP Major Effluent Water Quality Performance Parameters Parametera Target Value Range Units
pH 8.3 8.0 to 8.5 Units
TDS (Final Effluent) 400 350 to 500 mg/L
TDS (RO Permeate) < 120 - mg/L
Turbidity <0.2 0.1 to 0.2 NTU
Alkalinity 100 75 to 150 mg/L (as CaCO3)
Fluoride 1.0 0.5 to 1.0 mg/L
LSI 1.0 1.0 to 1.5 -
CCPP 0.5 1 to 3 mg/L as CaCO3
a. Samples will be collected, and data will be provided to the City for pH, temperature, calcium, alkalinity, and TDS that is used to calculate LSI and CCPP.
Exhibit 6 19/19
5.B.d
Packet Pg. 346 Attachment: Design-Build GMP EX06-Performance_Parameters (6593 : Water Treatment Antiscalant)
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 inany 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.
Prepared by: Title:
Signature: Date:
Email: Phone:
Permit #
FOR CITY USE ONLY:
Bid/PO/Contract #
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:
5.B.e
Packet Pg. 347 Attachment: FY 24-25 Oaks Initiative (American Water Chemicals) (6593 : Water Treatment Antiscalant) City of Santa Monica Levine Act Disclosure Form
CITY OF SANTA MONICA
CALIFORNIA LEVINE ACT DISCLOSURE
In 2022, California’s SB1439 extended requirements under Government Code Section 84308, also known as the "Levine Act", to prohibit City “Officers” from participating in any action related to a contract, license, permit, or entitlement if such Officer received campaign contributions totaling more than $250 within the previous twelve months, and for twelve months following the date of a final decision, from a party or participant to the proceeding, or their agent.
Section 84308(a)(4) of the Levine Act defines an "Officer" as follows: “Officer” means any elected or appointed officer of an agency, any alternate to an elected or appointed officer of an agency, and any candidate for elective office in an agency. The term “Officer” is further defined 2 Cal. Code Regs. Section 18438.1, which states:
An officer of an agency includes only those persons who make, participate in making, or in any way attempt to use their official position to influence a decision in the license, permit, or entitlement for use proceeding, or who exercise authority or budgetary control over the agency or officers who may do so, and:
(1) Serve in an elected position, including an official appointed to an elected position due to an interim vacancy or an election otherwise canceled because the official was the sole candidate for the position;
(2) Serve as a member of a board or commission;
(3) Serve as the chief executive of a state agency, or county, city or district of any kind; or
(4) Have decision making authority with respect to the proceeding involving a license, permit, or other entitlement for use and is also a candidate for elected office or has been a candidate for elective office in the 12 months prior to the proceeding.
A list of Santa Monica Elected Officials and members of boards and commissions can be found at the following links. The party making this certification is responsible for determining whether a recipient of a political contribution is a City Officer prior to completing this form.
https://www.smgov.net/departments/council/
https://www.santamonica.gov/departments/rent-control
Have you, your company, or any agent on behalf of you or your company, made any political contributions of more than $250 to any City Officer in the twelve months preceding the date of the submission of your application or proposal? ____YES ____ NO
Name of Councilmember or City Officer: _________________________________
5.B.f
Packet Pg. 348 Attachment: FY 24-25 Levine Act (American Water Chemicals) (6593 : Water Treatment Antiscalant) City of Santa Monica Levine Act Disclosure Form
Name of Contributor: _________________________________________________ Date(s) of Contribution(s): ____________________________________________ Amount(s) ________________________________________________________ Please specify below and/or add additional sheet(s) to identify additional Councilmembers or City Officers to whom you and/or your agents made campaign contributions.
Answering YES does not preclude the City of Santa Monica from awarding a contract, license, permit, or entitlement or taking any subsequent action related to the item. It does, however, preclude the identified City Officer from participating in any actions related to such item.
By signing below, you certify you also agree to disclose to the City any future contributions made to Councilmembers or other City Officers by you or your agent(s) after the date of signing this disclosure form, and within 12 months following the approval, renewal, or extension of the requested contract, license, permit, or entitlement.
I HEREBY CERTIFY UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIA THAT THE FOREGOING IS TRUE AND CORRECT.
Signed: ____________________________ Date: ____________________ Print Name: _________________________ Title: _____________________ Company: __________________________
Additional Disclosures:
Please note this form is a public record and subject to a California Public Records Act request.
5.B.f
Packet Pg. 349 Attachment: FY 24-25 Levine Act (American Water Chemicals) (6593 : Water Treatment Antiscalant) City Council
Report
City Council Meeting: October 22, 2024
Agenda Item: 5.C
1 of 4
To: Mayor and City Council
From: Feroz Merchhiya, Chief Information Officer, Information Services Department Subject: Award Purchase Order to Allied Network Solutions, Inc. for Adobe Software Subscription Licenses
Recommended Action
Staff recommends that the City Council:
1. Adopt a finding of no possibility of significant effect pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental Quality Act (CEQA) Guidelines;
2. Authorize the Procurement Manager to issue a purchase order with Allied Network Solutions, Inc. (ANS) for Adobe Software subscription licenses for the Information Services Department. This recommended award is made as an exception to the competitive bidding process pursuant to Section 2.24.250 (c) and is for a total amount not to exceed $446,895 over a three-year period (including a $58,293 contingency) with future year funding contingent on Council budget approval.
Summary
The City utilizes subscription licenses with Adobe Software to provide services and applications that give staff access to a collection of software used for document editing, graphic design, photography, video editing, and web development on a cloud-based platform. Staff seeks City Council approval to authorize the Procurement Manager to issue a purchase order with ANS for Adobe Software subscription licenses in the amount not to exceed $446,895, which includes a 15% contingency.
Discussion
The City currently holds an Adobe Software subscription pool of 604 licenses. Adobe products and applications are used by staff to perform daily administrative and
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marketing job functions. The City’s subscription pool includes 532 Adobe Acrobat Professional licenses which allow staff to create, edit, and redact portable documents (pdf). The remaining subscriptions include: 48 Adobe Creative Suite, 14 Single-app, and ten (10) Restricted All-Apps licenses used for creating and editing multi-media files.
Adobe products such as Acrobat Pro, Photoshop, InDesign, and its remaining catalog of applications are considered the de facto market standard for PDF software solutions and multi-media creation. As the City provides these business solutions, and having such tools at their disposal, staff can optimize productivity and streamline operational processes.
The City’s Adobe Software subscription licenses are due for renewal in October 2024.
Prior to undertaking a procurement process to renew the City’s licenses, staff engaged Adobe to discuss and request an overview of the City’s current participation within Adobe’s Buying Program and its business solution capabilities. Since there is an evolving and increasing employee user demand from City operations, staff desired to address and implement a more comprehensive and expedited subscription license management solution. Along with easy license deployment and management through the City’s Adobe account Admin Console, staff sought a value incentive for committing to a multi-year term Adobe Buying Program.
Adobe’s proposal to staff’s inquiry for budget predictability included continued Admin Console management solution to deploy and fulfill license assignments per staff requests, continued Single Sign-On (SSO) support, with additional support from Adobe’s Enterprise Term License Agreement (ETLA) Buying Program. Through this Buying Program via a three-year term commitment, the City can manage, purchase and deploy Adobe software in an efficient, targeted and cost-effective manner. This Adobe Buying Program is included and can be acquired by the City via Carahsoft’s National Association of State Procurement Officials (NASPO) ValuePoint contract # 7-17-70-40-
05. Under the State of California’s Participating Addendum, the City can utilize NASPO Contract as a vehicle to procure subscription and cloud solutions.
Vendor Selection
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Exception to Competitive Bidding
Staff recommends ANS to provide Adobe Software subscription licenses as an exception to competitive bidding per Municipal Code 2.24.250 (c). The National Association of State Procurement Officials (NASPO) conducted a competitive bidding process awarding ANS as an authorized reseller. Under the State of California’s Participating Addendum, the City of Santa Monica is eligible to piggyback on the NASPO Master Contract Number: AR2472, Contract Number: 7-17-70-40-05. The City of Santa Monica intends to utilize this agreement, which ensures competitive pricing for the City’s business subscription and cloud solutions. c. Competitive procedures were followed by a governmental agency, including a federal, state, county, city, joint powers agency, special district, or cooperative purchasing agency consisting of one or more such agencies, that are equivalent to the procedures set forth in this Chapter, and the goods or services are supplied to the City at the same or better price as the price obtained by that agency;
Environmental Review
The purchase order for Adobe Software subscription licenses is exempt from CEQA pursuant to Section 15061(b)(3) of the CEQA Guidelines. The agreement is covered by the common sense exemption which states that CEQA does not apply, “where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment. The purchase order will provide for Adobe software subscription licenses which would not result in adverse physical impacts on the environment, and so therefore, is exempt from CEQA.
Financial Impacts and Budget Actions
Staff seeks authority to approve available funding from the Information Technology Replacement & Services Fund to award a purchase order with ANS for Adobe Software subscription licenses. The cost is allocated to each department based on the number of subscription licenses used by staff.
Purchase Order Request
FY 2024-25 Request
Amount
Future Years
Amount CIP Account # Total Contract Amount
$148,965 $297,930 C7100020.689000 $446,895
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Future year funding is contingent on Council budget approval.
Prepared By: Carolyn Connolly, Administrative Services Officer Approved Forwarded to Council
Attachments:
A. OAKS INITIATIVE FORM
B. Levine Act Disclosure Form
C. Utah Master Agreement AR2472_Participating_Addendum_1 D. California Participating Addendum 7-17-70-40-05
E. Master Agreement AR2472 Coversheet
F. State of Utah Bid CH16012 Coversheet
5.C
Packet Pg. 353
5.C.a
Packet Pg. 354 Attachment: OAKS INITIATIVE FORM (6668 : Award Purchase Order to ANS for Adobe Software Subscription Licenses)
5.C.a
Packet Pg. 355 Attachment: OAKS INITIATIVE FORM (6668 : Award Purchase Order to ANS for Adobe Software Subscription Licenses)
5.C.b
Packet Pg. 356 Attachment: Levine Act Disclosure Form (6668 : Award Purchase Order to ANS for Adobe Software Subscription Licenses)
5.C.b
Packet Pg. 357 Attachment: Levine Act Disclosure Form (6668 : Award Purchase Order to ANS for Adobe Software Subscription Licenses)
5.C.b
Packet Pg. 358 Attachment: Levine Act Disclosure Form (6668 : Award Purchase Order to ANS for Adobe Software Subscription Licenses)
5.C.b
Packet Pg. 359 Attachment: Levine Act Disclosure Form (6668 : Award Purchase Order to ANS for Adobe Software Subscription Licenses)
5.C.b
Packet Pg. 360 Attachment: Levine Act Disclosure Form (6668 : Award Purchase Order to ANS for Adobe Software Subscription Licenses) NASPO ValuePoint
PARTICIPATING ADDENDUM
CLOUD SOLUTIONS 2016-2026
Led by the State of Utah
Master Agreement #: AR24 72
NASPO
ValuePoint
Contractor: CARAHSOFT TECHNOLOGY CORPORATION
Participating Entity: STATE OF UTAH
The following products or services are included in this contract portfolio:
• All products, services, and accessories listed on the Contractor page of the NASPO ValuePoint website.
1. Scope: This addendum covers Cloud Solutions led by the State of Utah for use by state agencies and other entities authorized by Utah's statutes to utilize State contracts with the prior approval of the State's Chief Procurement Official.
2. Participation: This NASPO ValuePoint Master Agreement may be used by the State of Utah's government departments, institutions, agencies, political subdivisions (e.g., colleges, school districts, counties, cities, etc.), and, as applicable, nonprofit organizations, agencies of the federal government, or any other entity authorized by the laws of the State of Utah to participate in State Cooperative Contracts. Issues of interpretation and eligibility for participation are solely within the authority of the State Chief Procurement Official.
3. Department of Technology Services Approval: State executive branch agencies who are subject to the authority and prior approval of the Department of Technology Services (DTS) must obtain such approval prior to making purchases under this contract.
4. Primary Contacts: The primary contact individuals for this Participating Addendum are as follows (or their named successors):
Contractor
Name: Bethany Blackwell
Telephone: 703-230-7 435
Email: NASPO®carahsoft.com
P a rt1c1oa · . f 1na E n ft 1:v
Name: Spencer Hall
Telephone: 801-538-3307
Email: [email protected]
5. Subcontractors, Partners, Resellers: Contractor must ensure that any subcontractor, fulfillment partner, dealer, or reseller who makes sales under this Participating Addendum complies with the terms of the Master Agreement and this Participating Addendum.
Contractor must maintain on a website accessible to eligible users a list of subcontractors, partners, resellers, or fulfillment partners who are authorized by Contractor to sell under this Participating Addendum in the State of Utah.