Agenda packet — Santa Monica City Council, February 24, 2026 (part 1 of 4)

City of Santa Monica
City Council Meeting
AGENDA

CAROLINE TOROSIS
MAYOR

ELLIS RASKIN JESSE ZWICK

COUNCILMEMBER MAYOR PRO TEM

DAN HALL BARRY SNELL

COUNCILMEMBER COUNCILMEMBER

LANA NEGRETE NATALYA ZERNITSKAYA

COUNCILMEMBER COUNCILMEMBER
OLIVER C. CHI

CITY MANAGER

HEIDI VON TONGELN

INTERIM CITY ATTORNEY

DENISE ANDERSON-WARREN

INTERIM 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: 2/25/2026 8:24 AM Page 2

RULES OF ORDER FOR THE CONDUCT OF CITY COUNCIL MEETINGS (Resolution No.11663(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]. For written public comment submitted by 12:00 pm on the day of the meeting, best efforts shall be made to have them available online for viewing. Please note the agenda item number in the subject line of your written comments.
(2) Oral public comment.
- In-person: 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. - Telephone: Persons wishing to address the Council by telephone must register at santamonica.gov/public-comment no later than 5:00 p.m. the day before a meeting. Showing electronic presentation materials are not permitted when commenting by telephone.

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 if speaking on multiple items. A member of the public may allocate time between items in one-minute increments up to 2 minutes and those requesting to speak on only one agendized item for the meeting may speak for up to 4 minutes on that one item. Except for noticed public hearings or quasi-judicial items, if more than 25 speakers are registered to speak during a public input section, the amount of time shall be reduced to 1 minute per speaker during that section.

Except for the author of the request, public comment on 15-items are limited to 1 minute.

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 $500 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 and on Special
Agenda Items.)

2. Special Agenda Items (Commendations and
Proclamations presented).

3. Public Comment for Consent Calendar and Closed
Sessions Only.

4. Consent Calendar (All items considered in one
motion unless removed by a City Councilmember for
discussion. No public comment is permitted on
second readings.)

5. Closed Sessions.

6. Public Comment on remaining Agenda Items

7. Study Session.

8. Continued Items.

9. Administrative Proceedings.

10. Ordinances:
• 1
st Reading
• 2
nd Reading (No public comment is
permitted on second readings.)

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: 2/25/2026 8:24 AM Page 3

AGENDAS

CITY OF SANTA MONICA

REGULAR MEETING

CITY HALL COUNCIL CHAMBERS
1685 MAIN STREET, ROOM 250,
TUESDAY, FEBRUARY 24, 2026
MEETING BEGINS AT 5:30 PM

HOW TO PROVIDE PUBLIC COMMENT BY TELEPHONE
Persons wishing to address the City Council by telephone must register at santamonica.gov/public-comment no later than 5:00 p.m. the day before a meeting.

Donation of time and showing electronic presentation materials are not permitted when commenting by telephone.

CALL TO ORDER

PLEDGE OF ALLEGIANCE / LAND ACKNOWLEDGEMENT

ROLL CALL
City of Santa Monica Statement of Accountability (Land Acknowledgement) The City of Santa Monica is located on the land of Tovangaar. With great respect, the City acknowledges the Gabrieleño/Tongva as the First People of this ancestral and unceded territory of Kuruvungna, a village that we know as Santa Monica. We honor their elders, past and present, and the Gabrieleño descendants who are part of the Gabrieleño /Tongva tribes.

We recognize that these peoples are still here, and as settlers and kuyam (guests), we recognize our responsibility and obligation to care for their land in partnership with them.

The City of Santa Monica commits to work in partnership with the Gabrieleño/Tongva people to uplift their voices and visibility on their ancestral land.

LEVINE ACT DISCLOSURES AND ANNOUNCEMENTS / PROCEDURAL

MOTIONS

1. GENERAL PUBLIC INPUT AND COMMENT ON SPECIAL AGENDA ITEMS (For regular meetings, public comment is permitted on Special Agenda Items and 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 City of Santa Monica Generated: 2/25/2026 8:24 AM Page 4 raised under this agenda item. For special meetings, public input is limited to scheduled Special Agenda Items only.)

1.A. Written Comments

2. SPECIAL AGENDA ITEMS

2.A. Commendation: Santa Monica's first Black Firefighter Eddie Davis

2.B. Proclamation: Women's History Month

2.C. Proclamation: Kidney Awareness Month

3. PUBLIC INPUT (ITEMS UNDER CONSENT CALENDAR AND CLOSED SESSION ONLY)

4. 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.)

4.A. Award RFP 455 for Medical Director Services for the Fire Department Emergency Medical Services Rendered by Firefighter Paramedics and Emergency Medical Technicians
City of Santa Monica Generated: 2/25/2026 8:24 AM Page 5 Recommended Actions
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;

2.24.250(i) and SMMC 2.24.240(d)(3) and is for an amount not to exceed $18,000, for a new total amount not to exceed $288,000;

3. Jointly award RFP 455 to Dr. Walid Ghurabi and to Dr. Jonathan Warren to provide Medical Director services for the Fire Department;

4. Authorize the City Manager to negotiate and execute an agreement with Dr.

Walid Ghurabi for an amount not to exceed $162,000 for three years, with future year funding contingent on Council budget approval; and

5. Authorize the City Manager to negotiate and execute an agreement with Dr.

Jonathan Warren for $131,760 for three years, with two additional one-year renewal options for $79,920 each, for a total contract amount that does not exceed $291,600 over a five-year period, with future year funding contingent on Council budget approval.

4.B. Approval of Second Modification to Agreement with Yardi Systems, Inc. for Real Property and Asset Management Software Licensing and Maintenance 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; and

2. Authorize the City Manager to negotiate and execute a second modification to agreement #10362 in the amount of $350,000 with Yardi Systems, Inc. for real property and asset management software licensing and maintenance services for the Public Works Department. This would result in a fourteenyear amended agreement with a new total amount not to exceed $600,000, with future year funding contingent on Council budget approval.

4.C. Approval of Agreement with Granite to Migrate and Rebuild Plain Old Telephone Service (POTS) Lines
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; and

2. Authorize the City Manager to negotiate and execute an agreement with Granite Telecommunications, LLC for telecommunications services, including the consolidation and replacement of legacy Plain Old Telephone Service (POTS) lines, for the Information Services Department. This recommended City of Santa Monica Generated: 2/25/2026 8:24 AM Page 6 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 $1,463,517, with future year funding contingent on Council budget approval.

4.D. Approval of the City's Updated Investment Policy and Extension of the Delegation Investment Authority
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. Review and approve the City’s Investment Policy.

3. Extend the delegation of investment authority to the Director of Finance, as City Treasurer, from March 1, 2026 through February 28, 2027.

4.E. Approval of Memorandum of Understanding (Umbrella Agreement) with the Coalition of Santa Monica City Employees for CalPERS Benefits Recommended Action
Staff recommends that Council:

1. Adopt a finding of categorical exemption pursuant to Section 15324 (Class 24 Regulations of Working Conditions) of the California Environmental Quality Act (CEQA) Guidelines;

2. Adopt the proposed Resolution (Attachment A) accepting the tentative agreement and authorizing the City Manager to negotiate and execute a Memorandum of Understanding (Umbrella Agreement) between the City and the Coalition of Santa Monica City Employees (the “Coalition") adopting the terms and conditions of the contract for California Public Employees’ Retirement System (CalPERS) benefits with the City's miscellaneous employee (non-safety) units and certain unrepresented employees, namely AFSCME Local 4819 (Management Team Association), Supervisory Team Associates, Administrative Team Associates, Municipal Employees Association, California Teamsters Local 986, Public Attorneys Union, Public Attorneys' Legal Support Staff Union, International Association of Sheet, Metal, Air, Rail, and Transportation Workers - Transportation Division Local 1785, Executive Pay Plan Participants, Confidential Unrepresented Employees Pay Plan participants, and certain unrepresented employees.

4.F. Second Reading and Adoption of an Interim Zoning Ordinance Extending Interim Zoning Ordinance Number 2837 and Amending Santa Monica Municipal Code Section 9.31.200, Outdoor Dining and Seating on Sidewalks, to Promote Economic Recovery by Simplifying the City’s Outdoor Dining Program
Recommended Action
Staff recommends that the City Council adopt the attached Ordinance.

City of Santa Monica Generated: 2/25/2026 8:24 AM Page 7

4.G. Award RFP #453 to 4LEAF, Inc., CSG Consultants, Inc., and TRB and Associates, Inc. for Contractual Services Related to Plan Review Services for the Building and Safety Division - New Item Received 2/19/2026 Recommended Action
Staff recommends that the City Council:

1. Adopt a finding of no possibility of signification effect pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental Quality Act (CEQA) Guidelines;

2. Award RFP# 453 to CSG Consultants, Inc. for plan review services for the Community Development Department;

3. Authorize the City Manager to negotiate and execute an agreement with CSG Consultants, Inc. in an amount not to exceed $250,000 over a three-year period, with future year funding contingent on Council budget approval;

4. Award RFP #453 to 4LEAF, Inc. for plan review services for the Community Development Department;

5. Authorize the City Manager to negotiate and execute an agreement with 4LEAF, Inc. in an amount not to exceed $250,000 over a three-year period, with future year funding contingent on Council budget approval;

6. Award RFP# 453 to TRB and Associates, Inc. for plan review services for the Community Development Department; and

7. Authorize the City Manager to negotiate and execute an agreement with TRB and Associates, Inc. in an amount not to exceed $250,000 over a three-year period, with future year funding contingent on Council budget approval.

4.H. Introduction and First Reading of an Ordinance to Amend Santa Monica Municipal Code Chapter 2.24, Purchasing System, to Modernize the City's Policies, Practices and Procedures - New Item Received 2/19/2026 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. Introduce for first reading the attached Ordinance amending Santa Monica Municipal Code Chapter 2.24, Purchasing System, to update the City’s procurement policies, practices, and procedures; and

3. Direct the City Manager to take necessary steps to establish a modernized procurement system.

4.I. City Council - Special Meeting - Feb 6, 2026 8:45 AM

4.J. City Council - Regular Meeting - Feb 10, 2026 5:30 PM

4.K. City Council - Special Meeting - Feb 10, 2026 5:35 PM

5. CLOSED SESSIONS

5.A. Conference with legal counsel - existing litigation - Gov. Code § 54956.9(d)(1):

City of Santa Monica Generated: 2/25/2026 8:24 AM Page 8 John U.N.B. Doe, et al. v. City, et al.; LASC # 23STCV12746; John Doe 1, et al. v. City, et al.; LASC # 23STCV15009; Hector Orozco v. John Doe: Does 1-2; LASC # 23SMCV03120; John JPC Doe v. Doe City, et al.; LASC # 23STCV22020; John AD Doe, et al. v. City, et al.; LASC # 23STCV26548; John CW Doe, et al. v. City, et al.; LASC # 23STCV29623; John Doe (A.G.) v.

Santa Monica Police Activities League, et al; LASC # 23SMCV06066; John GA DOE, et al. v.

City, et al.; LASC # 24STCV06484; John U.L.W. Doe, et al. v. City, et al.; LASC # 24STCV06768; Joseph Garcia v. Santa Monica Police Activities League, et al.; LASC # 24SMCV01368; John Doe 15, et al. v. City, et al.; LASC # 24STCV07647; John Doe 18, et al. v. City, et al.; LASC # 24STCV0239; John RR Doe, et al. v. City, et al.; LASC # 24STCV09398; John Doe 33, et al. v.

City, et al.; LASC # 24STCV15580; John Doe 48 v. City, et al.; LASC # 24STCV15420; John Doe 49 v. City, et al.; LASC # 24STCV19296; John DD Doe v. City, et al.; LASC # 24SMCV04421; Jane EB Doe, et al. v. City, et al.; LASC # 24STCV24146; John Doe (V.D.) v. Santa Monica Police Activities League, et al.; LASC # 24SMCV05049; John Doe (D.F.) v. Santa Monica Police Activities League, et al.; LASC # 24SMCV05050; John Doe (D.G.) v. Santa Monica Police Activities League, et al.; LASC # 24SMCV05051; Jane Doe 13, et al. v. City, et al.; LASC # 24STCV27233; John AM Doe, et al. v. City, et al.; LASC # 24STCV28433; John Doe v. City, et al.; LASC # 24SMCV05527; John Doe 53 v. City, et al.; LASC # 24STCV31763; John Doe (Y.M.) v. Santa Monica Police Activities League, et al.; LASC # 24SMCV06355; Jane Doe 16, et al. v. a Public Entity, et al.; LASC # 25STCV02235; John Doe 62, et al. v. City, et al.; LASC # 25STCV04414; John Doe 23 v. City, et al.; LASC # 25STCV05850; John Doe (E.B.) v. Santa Monica Police Activities League, et al.; LASC # 25STCV06354; Jane PB Doe, et al. v. City, et al.; LASC # 25STCV06880; John Doe 67 v. City, et al.; LASC # 25STCV10142; John Doe 68 v. City, et al.; LASC # 25STCV12089; John Doe 69, et al. v. City, et al.; LASC # 25STCV14031; John OR Doe, et al. v. City, et al.; LASC # 25STCV16251; John RD Doe, et al. v. City, et al.; LASC # 25STCV24158

5.B. Conference with legal counsel - existing litigation - Gov. Code § 54956.9(d)(1):

City v. ICSOP, et al.; OCSC # 30-2022-01261243

5.C. Conference with legal counsel - existing litigation - Gov. Code § 54956.9(d)(1):

Edgar Espinoza v. City; LASC # 24SMCV00473

5.D. Conference with legal counsel – existing litigation – Gov. Code § 54956.9(d)(1):

People of the State of California et al. v. Saeed Farzam et al., LASC # 24SMCV02305

5.E. Conference with legal counsel – existing litigation – Gov. Code § 54956.9(d)(1):

Pavilions Motel Inc. et al. v. City of Santa Monica et al., 2:25-cv-05523-FLA-JC (C.D. Cal)

5.F. Conference with legal counsel - significant exposure to litigation - Gov. Code § 54956.9(d)(2) - 1 case

5.G. Conference with real estate negotiator - Gov. Code § 54956.8; property: 256 Santa Monica Pier, Santa Monica, California; City negotiator: Oliver Chi, City Manager; owner of record: City of Santa Monica; persons to be negotiated with: Sean Ahaus, California Roadhouse, Inc., a California corporation d.b.a.

California Roadhouse; under negotiation: price and terms of payment for lease City of Santa Monica Generated: 2/25/2026 8:24 AM Page 9

5.H. Conference with real estate negotiator - Gov. Code § 54956.8; property: 2019 and 1905 Pico Boulevard, Santa Monica, California; City negotiator: Oliver Chi, City Manager; owner of record: Dennis Wylder; persons to be negotiated with:

Dennis Wylder; under negotiation: price and terms of payment of lease

5.I. Conference with real estate negotiator - Gov. Code § 54956.8; property: 2020 14th Street, Santa Monica, California; City negotiator: Oliver Chi, City Manager; owner of record: Thea Cappiccille; persons to be negotiated with:

Thea Cappiccille; under negotiation: price and terms of payment of lease

5.J. Conference with real estate negotiator - Gov. Code § 54956.8; property: 5600 Rickenbacker Rd, Bell, CA 90201; City negotiator: Oliver Chi, City Manager; owner of record: The Salvation Army; persons to be negotiated with: Maddy Rodriguez; under negotiation: price and terms of payment of lease

5.K. Conference with Legal Counsel - Existing Litigation - Gov. Code § 54956.9(d)(1): Furley Williams v. City, et al.; LASC # 23STCV27401 [report out only]

CITY MANAGER REPORT

TRAVEL ANNOUNCEMENT AND MAYOR'S HIGHLIGHT

6. PUBLIC INPUT ON REMAINING AGENDA ITEMS
. Public Input for 12-Items will be heard at the time when the Public Hearing is called.

7. STUDY SESSION
No items

8. CONTINUED ITEMS
No items

9. ADMINISTRATIVE PROCEEDINGS
No items

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

11. STAFF ADMINISTRATIVE ITEMS
City of Santa Monica Generated: 2/25/2026 8:24 AM Page 10

11.A. Receive and Adopt the Santa Monica Blvd Safety Study, funded by a Caltrans Sustainable Transportation Planning Grant - New Item Received 2/19/2026 Recommended Action
Staff recommends that the City Council:

1. Approve the recommendations outlined in the Santa Monica Boulevard Safety Study;

2. Direct staff to proceed with the phased implementation of the Santa Monica Boulevard Safety Study recommendations; and

3. Adopt a finding that this safety study is exempt from CEQA pursuant to Section 15301 (Existing Facilities) of the California Environmental Quality Act (CEQA) guidelines.

12. PUBLIC HEARINGS

12.A. Introduction and First Reading of an Extension of Interim Zoning Ordinance Number 2844 Amending Santa Monica Municipal Code Section 9.21.130, Resource Recovery and Recycling Standards, to update applicability thresholds and standards for resource and recycling room dimensions in order to further economic recovery efforts by facilitating a Self-Certification Building Permit Pilot Program
Recommended Action
Staff recommends that the City Council:

1. Adopt a finding of no possibility of significant environmental effects pursuant to Section 15061(b)(3) (Common Sense Exemption) and findings of categorical exemptions pursuant to Sections 15301 and 15305 of the California Environmental Quality Act (CEQA) Guidelines; and

2. Introduce for First Reading an Interim Zoning Ordinance (IZO) Extending IZO Number 2844 Amending Santa Monica Municipal Code Section 9.21.130, Resource Recovery and Recycling Standards, to update applicability thresholds and standards for resource and recycling room dimensions in order to further economic recovery efforts by facilitating a Self-Certification Building Permit Pilot Program.

12.B. Introduction and First Reading of an Ordinance (1) Permanently Adopting Economic Recovery Interim Zoning Ordinance 2825 (CCS) and (2) Amending the Text of Article 9 Zoning and Planning of the Santa Monica Municipal Code to Promote Economic Recovery and Increase Land Use Flexibility in the City’s Downtown and Citywide Areas by Streamlining, Simplifying, and Modifying Land Uses and Limitations, Updating Standards for Specific Uses and Activities, Including, But Not Limited to, Alcohol Permits and Review, Modifying Definitions, Adding Flexibility for Certain Non-Conforming Uses, Adjusting Standards Regarding the Applicability of Resource Recovery and Recycling Requirements and Trash Enclosure Dimensional Standards, and Making Other Minor Changes, Corrections, Clarifications, and Clerical Amendments - New Item Received 2/19/2026
City of Santa Monica Generated: 2/25/2026 8:24 AM Page 11 Recommended Action
Staff recommends that the City Council:

1. Adopt a finding of Categorical Exemption from the provisions of the California Environmental Quality Act (CEQA) pursuant to Sections 15301 (Class 1 Existing Facilities of the California Environmental Quality Act (CEQA) Guidelines and pursuant to Section 15061(b)(3) of the State Implementation Guidelines.

2. Introduce for first reading the attached ordinance permanently adopting economic recovery changes to the zoning ordinance and amending the text of Article 9 of the Santa Monica Municipal Code to promote economic recovery and increase land use flexibility citywide and Downtown by streamlining, simplifying, and modifying land uses and limitations, updating standards for specific uses and activities, including, but not limited to, alcohol permits and review, modifying definitions, adding flexibility for certain non-conforming uses, adjusting standards regarding the applicability of resource recovery and recycling requirements and trash enclosure dimensional standards, and making other minor changes, corrections, clarifications, and clerical amendments.

13. REPORTS OF BOARDS AND COMMISSIONS
No items

14. RESOLUTIONS
No items

15. WRITTEN COMMUNICATIONS OTHER THAN REPORTS OF COMMISSION AND

OFFICERS
No items

16. COUNCILMEMBER DISCUSSION ITEMS

16.A. Request of Mayor Pro Tem Zwick and Councilmember Negrete that, in furtherance of the city’s economic revitalization strategy, the City Council direct the City Manager and City Attorney to analyze and present options for supporting retail-to-restaurant and hospitality conversions. Specifically, the city analysis should include options for a pilot program that would waive, reduce, or defer fees for qualifying conversion projects, including outdoor dining and wastewater/sewer-related fees, as well as provide other financial incentives and support for tenant improvements—including grease interceptors, ventilation, ADA upgrades, fire/life safety, and utility modifications—that impede conversions of retail spaces into restaurant uses - New Item Received 2/19/2026

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 City of Santa Monica Generated: 2/25/2026 8:24 AM Page 12 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 $500 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.

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: February 24, 2026
Agenda Item: 1.A
1 of 1
To: Mayor and City Council
From: Denise Anderson Warren, Interim 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. 13
1 David Yakobson
From: John Cyrus Smith <[email protected]>
Sent: Thursday, February 19, 2026 2:58 PM
To: Caroline Torosis; Lana Negrete; Dan Hall; Ellis Raskin; Natalya Zernitskaya; Barry Snell; Jesse Zwick; Oliver Chi; councilmtgitems; Council Mailbox; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]
Subject: Paying for Park Expansions

EXTERNAL
Dear Council and School Board members,
I hope you will take three minutes and read the attached column, which summarizes how we can FINALLY begin the Memorial and Airport Park expansion projects. https://smmirror.com/2026/02/sm-a-r-t-column-parks-plans-and-potential/ Memorial was approved in 2019, the Airport expansion in 2017.

Every year we wait just adds millions to the price tags. We just shaved $17 million off the Memorial expansion. We can do the same at the airport.

I know all of you want more fields and parks.

Let's go.

Thank you,
John Cyrus Smith
[email protected]
Item 1
February 24. 2026
Item 1
February 24. 2026

1.A.a
Packet Pg. 14
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 2 David Yakobson
From: Kevin McKeown <[email protected]>
Sent: Saturday, February 21, 2026 9:54 AM
To: councilmtgitems
Subject: Agenda item 1, General Public Input

EXTERNAL
CART-BEFORE-THE-HORSE RACE?
Thundering around the track, creating noise and dust but little progress, two horses race, each of them encumbered by a cart mounted ahead of them. One is labeled “All Park,” the other is ”Specific Housing.” No matter which you root for, the winner will still be putting the cart before the horse.

The possible ballot measure we’ve seen for housing is prematurely prescriptive. The “framework” just revealed by the City wouldn’t allow us to use any land subsidy to create affordable housing. And, of course, the aviation industry is salivating over the prospect of racing at the ballot box against two hobbled horses.

Those thinking we can do better by waiting for more information — and assurance we actually CAN close the Airport — risk being labelled BOTH anti-Park and anti-housing, although we are neither.

The only framework I can support at this time is this one:

Kevin McKeown
Retired former Mayor
————————————
K e v i n M c K e o w n
https://urldefense.com/v3/__http://www.mckeown.net__;!!OfuUnHCITYtmmjM!s5CRF8bYi8zxfF3nle3F_VVYqGVU-Dk7ua6J0f3uHiNgPd4PG9jl1ocJm0vA4KQ5Xey88kxjnoEto3oaUBxBPNkh5c$ Choose to be conscious
————————————
Item 1
February 24. 2026
Item 1
February 24. 2026

1.A.a
Packet Pg. 15
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 3 David Yakobson
From: Debbi <[email protected]>
Sent: Sunday, February 22, 2026 10:59 PM
To: councilmtgitems
Subject: SM airport

EXTERNAL
I truly feel the airport can become more of an asset than hindrance to the city. You finally have a commercial airline committing to use it. There could be more that offer the smaller planes. I really believe you need to rethink the possibility of closing it. Maybe there should be a constituent vote and not just the council. Those that vote should be the ones near the airport and those that would use it. Thanks Debbi Folsom
Travel Consultant

310-384-6898

Item 1
February 24. 2026
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February 24. 2026

1.A.a
Packet Pg. 16
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 4 David Yakobson
From: Aaron Houston <[email protected]>
Sent: Sunday, February 22, 2026 5:29 PM
To: City of Santa Monica; PWExcavationPermits; Sports; [email protected]; Savewater; Transportation Planning; Public Works Permits; EPlans; [email protected]; Pier Management; Private Hauler Program; Procurement; Blanketpermits; Planning; Billing Collections; Fleet Management; [email protected]; Clerk Mailbox; [email protected]; Santa Monica City Manager's Office; Code Enforcement; Econdevel Mailbox; Fire; Housing and Human Services Department; Human Resources; ISD Mailbox; Police; Santa Monica Public Library; Consumer Mailbox; Recreation and Arts Department; RentControl Mailbox; Housing and Human Services Department; Building Inspection; Phil McIvor; Water Resources; Streets Mailbox; Facilities Maintenance; Graffiti Removal; Traffic Engineering; Public Landscape; Woodlawn Cemetery; Gardens; Foodware; Ariana Vito; [email protected]; Zero Waste; Risk Management; Aquatics Mailbox; [email protected]; Thomas Fleming; Water Waste; MODE Mailbox; Parking; Traffic Signals; TDMplans; [email protected]; Community Affairs; Office of Communications; Jose Arroyo; [email protected]; [email protected]; [email protected]; Caroline Torosis; Jesse Zwick; Lana Negrete; councilmtgitems; Council Mailbox; [email protected]; Jennifer Taylor; Nia Tang; Oliver Chi; Natalya Zernitskaya; Barry Snell; Ellis Raskin; Dan Hall; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Miles Friesen; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Community Recreation; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Community Affairs; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected];
[email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected];
[email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [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
February 24. 2026
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February 24. 2026

1.A.a
Packet Pg. 17
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 5 To: [email protected]; [email protected]; [email protected]; [email protected]
Subject: Stephen Curry Stalking and Harassment
Hi
I am writing to inform you about harassment and stalking to me from nba player Stephen curry. He has discovered me and been watching me at Howard University, and on social media and even in my home somehow. He has followed me city to city for years with no intention to meet me or be my friend. He is a heavy smoker. He bites off penises. He bothers students in the dorms in disguises and with spies to disrupt us and laugh and Other celebrities do it too. He continues to stalk me now with spies, satellites, drones, and other methods. He has hacked into my phone and accounts and shares clues of my photos with me and online publicly. He has killed people. He has shared things with me like for example his vaginoplasty surgery, high heel Sneakers, and feces eating on and off the court with basketball players and prostitutes alike. His rectal hole and vagina hole combine to form one big major hole like an octopus. He commits fraud. He is in some secret Hollywood elite cult that practices light and dark. They can manipulate the weather with cloud and gas machines. He has tattoo acne and piercings on his vagina. He is addicted to illegal substances. He eats real human baby children. One side good for the public to see (Steph curry) and one side bad. I guess I got caught on the bad side. He is also bald, has no beard, is missing an eye, missing fingers, no lips no toes, no knee caps has no teeth, no eye brows, no nose no nipples the tip of his tongue is missing and is missing ears. He is full of STIs. He eats children. He has a hole in his head. His body is full of stabs, puncture holes, sunken cheeks, pulsating veins over his face and head, a pacemaker in his chest, and full body colored tattoos. The pictures that you see of him online are not real. These are the results of the “secret” nba sports sex bets they do to win championships in the nba. He is also rented out to other famous celebrities and business men for sex. His marriage with Ayesha is fake. Not real. Just for tv. And those children are not his by blood. He eats children. I want the stalking to stop. I need help. I am taking legal action and I hope some of the warriors coaching team who are aware of the situation may agree to be witnesses. I just want to make sure you know this. Thank you!
I think Barack Obama is in the group too. The secret society.

Best,
Aaron
Sent from my iPhone
Item 1
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February 24. 2026

1.A.a
Packet Pg. 18
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 6 David Yakobson
From: Aaron Houston <[email protected]>
Sent: Sunday, February 22, 2026 9:31 AM
To: City of Santa Monica; PWExcavationPermits; Sports; [email protected]; Savewater; Transportation Planning; Public Works Permits; EPlans; [email protected]; Pier Management; Private Hauler Program; Procurement; Blanketpermits; Planning; Billing Collections; Fleet Management; [email protected]; Clerk Mailbox; [email protected]; Santa Monica City Manager's Office; Code Enforcement; Econdevel Mailbox; Fire; Housing and Human Services Department; Human Resources; ISD Mailbox; Police; Santa Monica Public Library; Consumer Mailbox; Recreation and Arts Department; RentControl Mailbox; Housing and Human Services Department; Building Inspection; Phil McIvor; Water Resources; Streets Mailbox; Facilities Maintenance; Graffiti Removal; Traffic Engineering; Public Landscape; Woodlawn Cemetery; Gardens; Foodware; Ariana Vito; [email protected]; Zero Waste; Risk Management; Aquatics Mailbox; [email protected]; Thomas Fleming; Water Waste; MODE Mailbox; Parking; Traffic Signals; TDMplans; [email protected]; Community Affairs; Office of Communications; Jose Arroyo; [email protected]; [email protected]; [email protected]; Caroline Torosis; Jesse Zwick; Lana Negrete; councilmtgitems; Council Mailbox; [email protected]; Jennifer Taylor; Nia Tang; Oliver Chi; Natalya Zernitskaya; Barry Snell; Ellis Raskin; Dan Hall; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Miles Friesen; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Community Recreation; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Community Affairs; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected];
[email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected];
[email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [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
February 24. 2026
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February 24. 2026

1.A.a
Packet Pg. 19
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 7 To: [email protected]; [email protected]; [email protected]; [email protected]
Subject: Stephen Curry Stalking and Harassment
Hi
I am writing to inform you about harassment and stalking to me from nba player Stephen curry. He has discovered me and been watching me at Howard University, and on social media and even in my home somehow. He has followed me city to city for years with no intention to meet me or be my friend. He is a heavy smoker. He bites off penises. He bothers students in the dorms in disguises and with spies to disrupt us and laugh and Other celebrities do it too. He continues to stalk me now with spies, satellites, drones, and other methods. He has hacked into my phone and accounts and shares clues of my photos with me and online publicly. He has killed people. He has shared things with me like for example his vaginoplasty surgery, high heel Sneakers, and feces eating on and off the court with basketball players and prostitutes alike. His rectal hole and vagina hole combine to form one big major hole like an octopus. He commits fraud. He is in some secret Hollywood elite cult that practices light and dark. They can manipulate the weather with cloud and gas machines. He has tattoo acne and piercings on his vagina. He is addicted to illegal substances. He eats real human baby children. One side good for the public to see (Steph curry) and one side bad. I guess I got caught on the bad side. He is also bald, has no beard, is missing an eye, missing fingers, no lips no toes, no knee caps has no teeth, no eye brows, no nose no nipples the tip of his tongue is missing and is missing ears. He is full of STIs. He eats children. He has a hole in his head. His body is full of stabs, puncture holes, sunken cheeks, pulsating veins over his face and head, a pacemaker in his chest, and full body colored tattoos. The pictures that you see of him online are not real. These are the results of the “secret” nba sports sex bets they do to win championships in the nba. He is also rented out to other famous celebrities and business men for sex. His marriage with Ayesha is fake. Not real. Just for tv. And those children are not his by blood. He eats children. I want the stalking to stop. I need help. I am taking legal action and I hope some of the warriors coaching team who are aware of the situation may agree to be witnesses. I just want to make sure you know this. Thank you!
I think Barack Obama is in the group too. The secret society.

Best,
Aaron
Sent from my iPhone
Item 1
February 24. 2026
Item 1
February 24. 2026

1.A.a
Packet Pg. 20
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 8 David Yakobson
From: Aaron Houston <[email protected]>
Sent: Saturday, February 21, 2026 10:30 AM
To: City of Santa Monica; PWExcavationPermits; Sports; [email protected]; Savewater; Transportation Planning; Public Works Permits; EPlans; [email protected]; Pier Management; Private Hauler Program; Procurement; Blanketpermits; Planning; Billing Collections; Fleet Management; [email protected]; Clerk Mailbox; [email protected]; Santa Monica City Manager's Office; Code Enforcement; Econdevel Mailbox; Fire; Housing and Human Services Department; Human Resources; ISD Mailbox; Police; Santa Monica Public Library; Consumer Mailbox; Recreation and Arts Department; RentControl Mailbox; Housing and Human Services Department; Building Inspection; Phil McIvor; Water Resources; Streets Mailbox; Facilities Maintenance; Graffiti Removal; Traffic Engineering; Public Landscape; Woodlawn Cemetery; Gardens; Foodware; Ariana Vito; [email protected]; Zero Waste; Risk Management; Aquatics Mailbox; [email protected]; Thomas Fleming; Water Waste; MODE Mailbox; Parking; Traffic Signals; TDMplans; [email protected]; Community Affairs; Office of Communications; Jose Arroyo; [email protected]; [email protected]; [email protected]; Caroline Torosis; Jesse Zwick; Lana Negrete; councilmtgitems; Council Mailbox; [email protected]; Jennifer Taylor; Nia Tang; Oliver Chi; Natalya Zernitskaya; Barry Snell; Ellis Raskin; Dan Hall; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Miles Friesen; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Community Recreation; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Community Affairs; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected];
[email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected];
[email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [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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1.A.a
Packet Pg. 21
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 9 To: [email protected]; [email protected]; [email protected]; [email protected]
Subject: Stephen Curry Stalking and Harassment
Hi
I am writing to inform you about harassment and stalking to me from nba player Stephen curry. He has discovered me and been watching me at Howard University, and on social media and even in my home somehow. He has followed me city to city for years with no intention to meet me or be my friend. He is a heavy smoker. He bites off penises. He bothers students in the dorms in disguises and with spies to disrupt us and laugh and Other celebrities do it too. He continues to stalk me now with spies, satellites, drones, and other methods. He has hacked into my phone and accounts and shares clues of my photos with me and online publicly. He has killed people. He has shared things with me like for example his vaginoplasty surgery, high heel Sneakers, and feces eating on and off the court with basketball players and prostitutes alike. His rectal hole and vagina hole combine to form one big major hole like an octopus. He commits fraud. He is in some secret Hollywood elite cult that practices light and dark. They can manipulate the weather with cloud and gas machines. He has tattoo acne and piercings on his vagina. He is addicted to illegal substances. He eats real human baby children. One side good for the public to see (Steph curry) and one side bad. I guess I got caught on the bad side. He is also bald, has no beard, is missing an eye, missing fingers, no lips no toes, no knee caps has no teeth, no eye brows, no nose no nipples the tip of his tongue is missing and is missing ears. He is full of STIs. He eats children. He has a hole in his head. His body is full of stabs, puncture holes, sunken cheeks, pulsating veins over his face and head, a pacemaker in his chest, and full body colored tattoos. The pictures that you see of him online are not real. These are the results of the “secret” nba sports sex bets they do to win championships in the nba. He is also rented out to other famous celebrities and business men for sex. His marriage with Ayesha is fake. Not real. Just for tv. And those children are not his by blood. He eats children. I want the stalking to stop. I need help. I am taking legal action and I hope some of the warriors coaching team who are aware of the situation may agree to be witnesses. I just want to make sure you know this. Thank you!
I think Barack Obama is in the group too. The secret society.

Best,
Aaron
Sent from my iPhone
Item 1
February 24. 2026
Item 1
February 24. 2026

1.A.a
Packet Pg. 22
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 1 David Yakobson
From: Brooke Cohen <[email protected]>
Sent: Saturday, February 21, 2026 12:06 PM
To: David White; councilmtgitems; Jesse Zwick; Lana Negrete; Caroline Torosis; Ellis Raskin; Dan Hall; [email protected]; Barry Snell; [email protected] Subject: Do better city council-used needles near children Attachments: Video.mov

EXTERNAL
Needles on the sidewalk a block from mcKinley elementary school.

You all should be ASHAMED of yourselves and your LACK of leadership. Get these people off our streets—it is not ok for them, they need help!! and it is not ok for law abiding citizens AND CHILDREN to have to live with such a horrible homeless problem!!!! To say nothing of our what you have done to make this beautiful city overrun for our children AND THEIR PLAYGROUNDS.

The homeless problem is ruining our city and the businesses that are trying to operate. Its not about lack of housing—it is about all you—the city of santa monica’s city council’s lack of action.

I blame you all personally for allowing this to be on the street. Why do I have to walk by this disgusting and Dangerous situation with my daughters after a softball game at a park overrun with homeless—we follow the rules. Why do you enable those who do not.

I have countless more photos like this. It is shocking and awful and i dont understand it. And it is YOUR FAULT.

Do better.

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1.A.a
Packet Pg. 23
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 2 Item 1
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1.A.a
Packet Pg. 24
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 3 ---
Brooke Hawkins Cohen
(818) 730-8155
Sent from my iPhone
On Jul 3, 2025, at 8:51 AM, Brooke Cohen <[email protected]> wrote:

Dear City Council,
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1.A.a
Packet Pg. 25
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 4 I live in Santa Monica with my family. My kids are active and play sports, but there is a shortage of park and open space because Santa Monica is park-poor and has significantly less park space per resident than other cities.

This problem is only getting worse as the city gets more and more dense. AND YOU ALLOW

HOMELESS TO OVERTAKE THE PARKS WE HAVE, NOT ALLOWING CHILDREN A SAFE PLACE TO PLAY.

Please vote to create a LC-compliant Great Park on our public land, for the benefit the children YOU ARE CURRENTLY FAILING THESE CHILDREN BY ALLOWING HOMELESS TO OVERTAKE THEIR SPACES. PLEASE GIVE THEM SOMETHING BACK. Dont believe me—go check out douglas park, christine reed park today. It is shocking and embarassing and UNSAFE.

Do something about it.

Thank you
The cohen family
Dax,7
Reese 5
Scottie 5
---
Brooke Hawkins Cohen
(818) 730-8155
Sent from my iPhone
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1.A.a
Packet Pg. 26
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 1 David Yakobson
From: L Luba <[email protected]>
Sent: Monday, February 23, 2026 11:34 AM
To: L Luba
Subject: Public nuisance noise complaint

EXTERNAL
This issue has been continuing for a couple of years now, still without being addressed even though we requested your help several times. It's about the very early morning (5:00 to 6:00 a.m.) backup honking by the delivery trucks at the Target store at 420 Broadway. Our building abuts the lot where their deliveries are made. This morning they began at 5:15 a.m. This issue deeply affects our wellbeing. Please... we need it to stop! All they have to do is turn off the honking... they can still make deliveries. If we need to be directed elsewhere, please just let us know where and to whom.

Leona Luba
1530 5th St., Apt. #210
Santa Monica, CA 90401
310 310 2917
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1.A.a
Packet Pg. 27
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 1 David Yakobson
From: Brooke Cohen <[email protected]>
Sent: Tuesday, February 24, 2026 10:15 AM
To: David White; councilmtgitems; Jesse Zwick; Lana Negrete; Caroline Torosis; Ellis Raskin; Dan Hall; [email protected]; Barry Snell; [email protected] Subject: Do better city council

EXTERNAL
HOW IS THIS FAIR TO LAW ABIDING CITIZENS?
Seriously you all on city council—DO BETTER!!!!
Absolutely ridiculous at 10:13 am on wilshire. Smoking crack. No wonder the majority of buildings are empty.

You all should be ASHAMED.

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Packet Pg. 28
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 2 Item 1
February 24. 2026
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Packet Pg. 29
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 3 Item 1
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Packet Pg. 30
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 4 ---
Brooke Hawkins Cohen
(818) 730-8155
Sent from my iPhone
On Feb 21, 2026, at 12:06 PM, Brooke Cohen <[email protected]> wrote:

Needles on the sidewalk a block from mcKinley elementary school.

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1.A.a
Packet Pg. 31
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 5 You all should be ASHAMED of yourselves and your LACK of leadership. Get these people off our streets—it is not ok for them, they need help!! and it is not ok for law abiding citizens AND CHILDREN to have to live with such a horrible homeless problem!!!! To say nothing of our what you have done to make this beautiful city overrun for our children AND THEIR PLAYGROUNDS.

I have countless more photos like this. It is shocking and awful and i dont understand it.

And it is YOUR FAULT.

Do better.
<image0.jpeg>
<Video.mov>
<image1.jpeg>
---
Brooke Hawkins Cohen
(818) 730-8155
Sent from my iPhone
On Jul 3, 2025, at 8:51 AM, Brooke Cohen <[email protected]> wrote:

Dear City Council,
I live in Santa Monica with my family. My kids are active and play sports, but there is a shortage of park and open space because Santa Monica is parkpoor and has significantly less park space per resident than other cities.

This problem is only getting worse as the city gets more and more dense. AND YOU ALLOW HOMELESS TO OVERTAKE THE PARKS WE HAVE, NOT ALLOWING CHILDREN A SAFE PLACE TO PLAY.

Item 1
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1.A.a
Packet Pg. 32
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 6 Please vote to create a LC-compliant Great Park on our public land, for the benefit the children YOU ARE CURRENTLY FAILING THESE CHILDREN BY ALLOWING HOMELESS TO OVERTAKE THEIR SPACES. PLEASE GIVE THEM SOMETHING BACK. Dont believe me—go check out douglas park, christine reed park today. It is shocking and embarassing and UNSAFE.

Do something about it.

Thank you
The cohen family
Dax,7
Reese 5
Scottie 5
---
Brooke Hawkins Cohen
(818) 730-8155
Sent from my iPhone
Item 1
February 24. 2026
Item 1
February 24. 2026

1.A.a
Packet Pg. 33
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 7 David Yakobson
From: Scott Reiter <[email protected]>
Sent: Tuesday, February 24, 2026 9:33 AM
To: councilmtgitems
Subject: New Santa Monica ENTERPRISE ZONES SUPPORT!

EXTERNAL
Dear City Council,
As a longterm resident in Santa Monica (specifically living in a two block area of Ocean Park since the late '70s), I have viewed with excitement the recent efforts at revitilization of the business community by Santa Monica proffered by those including Oliver Chi and Hailey Smith.

These enterprise entertainment zones represent a fresh approach to partner with the business and commercial elements of our city to the benefit of ALL stakeholders including residents, tourists and guests.

Our Bike Centers were well received but were only an initial step, but I envision a "well oiled" (no pun intended) ecotourism industry flourishing here benefitting all involved.

With Santa Monica as a premier biking destination (the weather, the scenery, the coastal bike path, the topography, etc.), there is no reason that the rising financial tide can't help all.

It may reverse the capital flight apparent by all the vacant commercial properties and storefronts.

Let me just summarize by saying a fresh approach to helping the commercial sector is very welcome in this city. By leveraging our strengths and the amazing resources we have always had here, it's time to "toot our own horn" and realize the promise that is our special city. We can do this in a way where the rising financial tide lifts the small boats(residents, mom & pop small business, even homeless) as well as the large boats (City Government, Large Commercial Ventures, etc.) i.e. These fresh approaches to help tourism and livability, enterprise zones included, should be made permanent and even expanded upon.

This will dovetail with the accelerating notion of Santa Monica as the center of the nonpolluting, vibrant biking ecotourism "industry".

As an early member of Santa Monica Spoke (the local cycling advocacy group), I am gratified to see active transportation(walking, biking...) as an important part of this RENAISSANCE.

KUDOS.

Thank you for your time and consideration.

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1.A.a
Packet Pg. 34
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 8 Scott D. Reiter
Longterm Santa Monica Resident and Business Owner
p.s. This is submitted in lieu of chit as an overnite work shift prevents me from coming in person tonite.

Scott D. Reiter, M.D.
cell (310) 989-4111
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1.A.a
Packet Pg. 35
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 9 David Yakobson
From: Aaron Houston <[email protected]>
Sent: Tuesday, February 24, 2026 9:34 AM
To: City of Santa Monica; PWExcavationPermits; Sports; [email protected]; Savewater; Transportation Planning; Public Works Permits; EPlans; [email protected]; Pier Management; Private Hauler Program; Procurement; Blanketpermits; Planning; Billing Collections; Fleet Management; [email protected]; Clerk Mailbox; [email protected]; Santa Monica City Manager's Office; Code Enforcement; Econdevel Mailbox; Fire; Housing and Human Services Department; Human Resources; ISD Mailbox; Police; Santa Monica Public Library; Consumer Mailbox; Recreation and Arts Department; RentControl Mailbox; Housing and Human Services Department; Building Inspection; Phil McIvor; Water Resources; Streets Mailbox; Facilities Maintenance; Graffiti Removal; Traffic Engineering; Public Landscape; Woodlawn Cemetery; Gardens; Foodware; Ariana Vito; [email protected]; Zero Waste; Risk Management; Aquatics Mailbox; [email protected]; Thomas Fleming; Water Waste; MODE Mailbox; Parking; Traffic Signals; TDMplans; [email protected]; Community Affairs; Office of Communications; Jose Arroyo; [email protected]; [email protected]; [email protected]; Caroline Torosis; Jesse Zwick; Lana Negrete; councilmtgitems; Council Mailbox; [email protected]; Jennifer Taylor; Nia Tang; Oliver Chi; Natalya Zernitskaya; Barry Snell; Ellis Raskin; Dan Hall; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Miles Friesen; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Community Recreation; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; Community Affairs; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected];
[email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected];
[email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [email protected]; [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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1.A.a
Packet Pg. 36
Attachment: Written Comments [Revision 2] (7579 : Written Comments) 10 To: [email protected]; [email protected]; [email protected]; [email protected]
Subject: Stephen Curry Stalking and Harassment

EXTERNAL
Hi
I am writing to inform you about harassment and stalking to me from nba player Stephen curry. He has discovered me and been watching me at Howard University, and on social media and even in my home somehow. He has followed me city to city for years with no intention to meet me or be my friend. He is a heavy smoker. He bites off penises. He bothers students in the dorms in disguises and with spies to disrupt us and laugh and Other celebrities do it too. He continues to stalk me now with spies, satellites, drones, and other methods. He has hacked into my phone and accounts and shares clues of my photos with me and online publicly. He has killed people. He has shared things with me like for example his vaginoplasty surgery, high heel Sneakers, and feces eating on and off the court with basketball players and prostitutes alike. His rectal hole and vagina hole combine to form one big major hole like an octopus. He commits fraud. He is in some secret Hollywood elite cult that practices light and dark. They can manipulate the weather with cloud and gas machines. He has tattoo acne and piercings on his vagina. He is addicted to illegal substances. He eats real human baby children. One side good for the public to see (Steph curry) and one side bad. I guess I got caught on the bad side. He is also bald, has no beard, is missing an eye, missing fingers, no lips no toes, no knee caps has no teeth, no eye brows, no nose no nipples the tip of his tongue is missing and is missing ears. He is full of STIs. He eats children. He has a hole in his head. His body is full of stabs, puncture holes, sunken cheeks, pulsating veins over his face and head, a pacemaker in his chest, and full body colored tattoos. The pictures that you see of him online are not real. These are the results of the “secret” nba sports sex bets they do to win championships in the nba. He is also rented out to other famous celebrities and business men for sex. His marriage with Ayesha is fake. Not real. Just for tv. And those children are not his by blood. He eats children. I want the stalking to stop. I need help. I am taking legal action and I hope some of the warriors coaching team who are aware of the situation may agree to be witnesses. I just want to make sure you know this. Thank you!
I think Barack Obama is in the group too. The secret society.

Best,
Aaron
Sent from my iPhone
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Attachment: Written Comments [Revision 2] (7579 : Written Comments) 11 David Yakobson
From: Karen Croner <[email protected]>
Sent: Tuesday, February 24, 2026 10:42 AM
To: councilmtgitems; Oliver Chi; Lana Negrete; Dan Hall; Caroline Torosis; Barry Snell; Natalya Zernitskaya; Ellis Raskin
Subject: Moving Samoshel to Sunset Park

EXTERNAL
The city decided that Samoshel was detrimental to DTSM due to drug addiction and mental health related crimes and threats to safety and needed to be moved to help Reinvigorate tourism and business downtown.

Yet I understand that though several of you PROMISED the residents that you would not move Samoshel to Sunset Park and Pico neighborhoods, which already have
more social service for addiction and homelessness than any other neighborhood, that in fact you are seriously considering doing so and have already done so by leasing beds at Palms Motel.

You have not held meetings with the community, neighbors. Palms Motel is just blocks away from Will Rogers elementary school and Jams.

What happened to transparency? You quickly shut down the Ocean Ave rehab when wealthy neighbors quickly organized a lawsuit. Have you
less respect for our less wealthy neighborhood that already has numerous addiction and homeless facilities? I am very concerned about the impact on our neighborhood already from the Palm Motel becoming an LA County shelter:

"This year has started with another round of police responses and emergency vehicles at that site.

Our neighborhood is becoming known for human feces left on our streets, people passed out on our sidewalks, flailing mentally ill people screaming obscenities and intimidating residents, and as a dangerous place to take kids and walk at night “
I promise you this issue is going to be huge as we move toward elections. Sunset Park is a huge voting block and we need to be informed about exactly who ofnthe council members is trying to move Samoshel and/or its services to
our residential neighborhood. I personally fully support effective service for the homeless. But clearly the services provided in SM have not been helping. Holding your discussion in a closed door session is not respectful of the democratic process.

You found it detrimental and dangerous to DTSM. So you want to move it to a residential neighborhood??? Explain that logic to me. Please. I’m sincerely baffled.

Residents need to know the facts. Hold a community meeting before moving anymore services into our or any other residential neighborhood. Clearly Samoshel wasn’t working and that is a terrible tragedy.

Our homeless folks need addiction and mental health services that will make a difference. Just moving a problematic shelter from one place to another is not an answer. It is a sleight of hand. But we the voters are watching, carefully.

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Attachment: Written Comments [Revision 2] (7579 : Written Comments) 12 Sincerely,
Karen Croner

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Attachment: Written Comments [Revision 2] (7579 : Written Comments) 13 David Yakobson
From: [email protected]
Sent: Tuesday, February 24, 2026 10:44 AM
To: councilmtgitems
Cc: Council Mailbox; Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Jennifer Taylor
Subject: Council Meeting - Deceptive Parking Regulations (Bait + Switch)

EXTERNAL
Dear Members of the Santa Monica City Council,
I am writing to you as a concerned resident and advocate for transparent business practices in our community. I urge the City Council to consider introducing legislation that mandates full disclosure of parking rates by all parking lots and garages in their advertising materials. This measure would ensure that consumers are fully informed of all fees upfront, preventing deceptive practices that erode trust and harm our local economy.

A prime example of the need for such legislation is the parking operation at the former Sears building located at 302 Colorado Avenue. This facility has been advertising "$10 Parking," which misleadingly suggests a flat rate or affordable daily fee. However, upon arrival, consumers discover that the actual structure is $10 for the first hour and a staggering $20 per hour thereafter. This bait-and-switch tactic has led to numerous negative experiences, where individuals expecting reasonable costs are hit with exorbitant bills, often exceeding expectations by hundreds of dollars for extended stays.

These deceptive practices are not only unfair to consumers but also detrimental to Santa Monica's vibrant downtown shopping district. Tourists, shoppers, and local residents are being driven away, opting instead for destinations with more transparent and affordable parking options. As a key economic engine for the city, the downtown area relies on consistent foot traffic to support businesses, restaurants, and attractions. When visitors leave with a sour impression due to hidden fees, it discourages repeat visits and word-of-mouth recommendations, ultimately stifling economic growth.

Furthermore, the ripple effects extend to property values in the area. As consumer avoidance reduces demand for downtown properties, values decline, directly impacting the city's property tax revenues. This loss of revenue could strain municipal budgets, limiting funds available for essential services like public safety, infrastructure maintenance, and community programs that benefit all Santa Monica residents.

To address this issue, I propose that the City Council enact legislation requiring all parking operators to clearly disclose complete rate structures—including hourly rates, daily maximums, and any additional fees—in all forms of advertising, such as signage, websites, apps, and promotional materials. This would align Santa Monica with consumer protection standards seen in other progressive cities and foster a more welcoming environment for commerce.

I appreciate your attention to this matter and would welcome the opportunity to discuss it further or provide additional information. Thank you for your commitment to serving our community and ensuring fair practices that support economic vitality.

Sincerely,
Joe DiRosa
(213) STAGE-LA
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Attachment: Written Comments [Revision 2] (7579 : Written Comments) 14 [email protected]
Sincerely,
To help protect your priv acy, Microsoft Office prevented automatic download of this picture from the Internet.

Joe DiRosa
Founder, CEO
Artist Series, Seedlings, Tartare, BrainPower
213-STAGE-LA
(213-782-4352)
[email protected]
www.seedlings.vc
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Attachment: Written Comments [Revision 2] (7579 : Written Comments) 1 David Yakobson
From: Marisa Book <[email protected]>
Sent: Tuesday, February 24, 2026 12:33 PM
To: councilmtgitems
Subject: Get on agenda

EXTERNAL
Hello,
I hope this message finds you well. I am writing as a Santa Monica resident and animal welfare advocate to express concern about the current volunteer hours at the Santa Monica Animal Shelter. At the moment, the shelter only allows volunteers between 11:00 a.m. and 4:00 p.m. which has resulted in an environment filled with soiled crates, anxious dogs, and overall neglect. I emailed Mayor Negrete who referred me to Officer Silverstein, whom I have not heard back from.

Since this appears to be a dead end, I am wondering what the next step would be? If it's speaking at a city council meeting, can you please provide instructions about how to add agenda items and get on the list of approved speakers? If there is another path altogether that you recommend, please let me know as I want to provide help to the animals as soon as possible.

Thank you very much for your time and for your continued service to our community.

Sincerely,
Marisa Book
924 7th Street, Apt 6, Santa Monica CA 90403
[email protected]
508-816-0431
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Attachment: Written Comments [Revision 2] (7579 : Written Comments) 2 David Yakobson
From: Gina DeBaca <[email protected]>
Sent: Tuesday, February 24, 2026 12:01 PM
To: councilmtgitems
Cc: Oliver Chi; Barry Snell; Lana Negrete
Subject: Local

EXTERNAL
Good Afternoon City Council Members:

Just a Friendly Reminder to Keep it Local.

Please focus on our SM Locals.

ALL Boards, Commissions, Task forces, Etc.

Should be SM Residents.

Thank you.

Blessings,
Gina DeBaca
310-266-2810
|
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Attachment: Written Comments [Revision 2] (7579 : Written Comments) 3 David Yakobson
From: Alex LIGHTMAN <[email protected]>
Sent: Tuesday, February 24, 2026 12:52 PM
To: Council Mailbox; councilmtgitems; Santa Monica City Manager's Office; Attorney Mailbox; City of Santa Monica
Subject: Please Stop the White Christmas Noise Torture of Residents in Santa Monica 90401.

EXTERNAL
Oliver Chi
City Manager, City of Santa Monica
Santa Monica City Council
City Hall
1685 Main Street
Santa Monica, CA 90401
Dear Mr. Chi, City Attorney, and Honorable Members of the Santa Monica City Council, My name is Alex Lightman. I have lived in downtown Santa Monica, 90401, since January 1, 1994.

At the last City Council meeting I described 90401 as “the world’s smartest zip code,” because I believe this neighborhood has the intelligence, creativity, and civic spirit to be a model for humane urban life.

That is why I am writing to you now: to ask you to stop what feels like a “White Christmas”‑style experiment in noise torture being imposed on residents and on some of the most vulnerable people in our community.

White Noise is a Black Mirror episode in which a government employee uses endless loud sound as an instrument of torture and seems to be the closest thing to what you are doing or allowing others to do to residents of 90401.

Please watch the episode so you are conscious of behavior you advertise to the residents and visitors every night.

At the end, ask yourself:

Would you personally like to be subjected to endless loud noise from government officials who believe they have no limits?
Santa Monica has a noise ordinance with specific decibel limits by zone, time of day, and type of use. Those limits are already extremely permissive by global standards, markedly higher than what would be tolerated in most dense, non‑Muslim‑majority cities.

And yet, even those generous limits are being treated as optional when it comes to City‑generated noise.

At 1450 Ocean Avenue, the “permanently closed” (according to Google) Senior Center, neighbors are being tortured nightly by loud, aggressive shouting broadcast by the City’s contractor, NETWATCH, at all hours. The sound is powerful enough to wake residents in Pacific Plaza, the 16‑story apartment building with roughly 500 residents, whose bedrooms are supposed to be their sanctuary, not a front row seat at a punitive audio experiment.

NETWATCH appears to be implementing, it bears repeating, a real‑world version of the Black Mirror episode “White Christmas,” using sound as a tool of harassment and psychological pressure.

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Attachment: Written Comments [Revision 2] (7579 : Written Comments) 4 Homeless people, unhoused residents, insomniacs, and anyone who simply walks by the Senior Center are subjected to bullying, threats, and streams of false or irrelevant statements blared through speakers rotated 360 degrees.

A particularly absurd example is the phrase “The pier is closed,” repeated hundreds of times a night, even though the pier is roughly a mile away and its closing status is irrelevant to people near 1450 Ocean.

This often provokes arguments from the people being bullied, which seems to be part of the design: NETWATCH staff then try to intimidate them further by turning up the volume. This is not “public safety.” It is institutionalized bullying, paid for with public money, weaponizing noise against both the homeless and housed residents.

For 31 of the 32 years I have lived here, the Santa Monica Pier functioned perfectly well without this “cocaine cowboy yelling” as its soundtrack.

Noise from the pier was predictable and tolerable: Thursday night concerts, Cirque du Soleil shows, and the familiar squealing tires of guys doing donuts late on Friday and Saturday nights.

These were part of the urban soundscape; I did not complain about them. They were episodic, time‑bound, and understandable.

What is happening now is categorically different. From approximately 10:45 p.m. to 11:01 p.m. every night, the Santa Monica Pier appropriates loudspeakers that were ostensibly installed for tsunami warnings and uses them to blast a mindless, repetitive message at a volume that can be clearly heard more than a mile away, including at Ocean Avenue and Santa Monica Boulevard, Arizona Avenue, and even Wilshire Boulevard.

The speakers on the end of the pier are more than a mile from these intersections, yet the sound still cuts through residences, in clear and obvious violation of Santa Monica’s own noise ordinance. The message itself — “LADIES AND GENTLEMEN MAY I HAVE YOUR ATTENTION. LADIES AND GENTLEMEN MAY I HAVE YOUR ATTENTION. THE PIER WILL BE CLOSING / IS CLOSED. PLEASE MAKE YOUR WAY TO THE EXITS!” — is looped over and over in both English and Spanish through speakers that are often distorted or out of sync, creating a monstrous, echoing babble that evokes propaganda loudspeakers from a North Korean prison camp more than a California beach city.

Santa Monica’s noise code, as written, sets maximum sound levels for various land‑use zones (residential, commercial, industrial) and typically imposes stricter limits at night than during the day. It establishes quantitative limits in decibels (dB), measured at property lines or inside residences, and it defines “noise disturbance” in terms of both intensity and duration.

It also specifies that unnecessary, prolonged, or unreasonable noise that interferes with the peace and quiet of a reasonable person is prohibited.

City staff and contractors are not explicitly exempted from the basic obligation to avoid creating a public nuisance or endangering health. On paper, this looks like a rational attempt to balance activity and livability.

In practice, however, the City appears to have given itself a secret “cheat code” or “get out of jail free card” to ignore even these already promiscuous limits whenever the noise is City‑generated.

On Sunday, February 22, 2026, I had a 45‑minute conversation with the Watch Commander — the first thoughtful human being I was able to reach after a year of trying to get someone in authority to listen. I explained the nightly noise at the 1450 Ocean Senior Center and from the Santa Monica Pier, and that by my direct measurements this sound breaks the code every single night. I asked that the police enforce the ordinance and stop this.

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Attachment: Written Comments [Revision 2] (7579 : Written Comments) 5 He patiently explained that this was City noise, and that the City of Santa Monica itself decides whether its own sound — whether produced robotically, like the pier announcements, or via NETWATCH through the loudspeakers surrounding the Senior Center — is allowed, “for public safety and health.” This is a breathtaking assertion of unilateral privilege. It is also, in my view, legally and morally indefensible. Santa Monica already has a long track record of costly litigation created by City behavior that spun out of control, including sexual assault by City employees and failures of oversight.

Do you really think that any state or federal judge will endorse the idea that the City can blast noise at any volume, at any time, in any location, and call it “public safety,” when the effect and admitted purpose is to harass and bully homeless people and effectively torture nearby residents? The very phrase “public safety” is being twisted into cover for public harm.

On behalf of the roughly 8,000 residents of Santa Monica 90401, who have had to endure thousands of homeless people being drawn into our neighborhood by an absurd concentration — perhaps 50 — of feeding programs within a one‑kilometer area, I am asking you to stop this madness.

You cannot claim to care about public health and safety while subjecting those same residents to nightly assaults on their nervous systems. As long as you treat yourselves as above a reasonable code of conduct — including reasonable noise limits, especially for City‑generated noise — you are undermining trust in government and degrading the quality of life in what should be a model Blue Zone.

Therefore, I formally request the following:

A. Immediate termination, with prejudice, of the NETWATCH contract under which the City pays to illegally harass and bully homeless people and flood 90401 with nuisance noise. Remove the Senior Center loudspeakers so that some future official does not simply restart the abuse.

The City is like a drunk driver who has shown, over more than 400 consecutive nights, that it cannot be trusted behind the wheel of this technology. Like the Stanford prison experiment, where students escalated their cruelty because the situation invited it, Santa Monica has demonstrated that it cannot resist the temptation to yell — or to pay someone to yell — at homeless people.

If you truly feel that 1450 Ocean Avenue must be watched 24/7/365, hire a human guard. Preferably make that guard a resident of Santa Monica, so that the money stays in the local economy and the person standing watch has actual civic pride.

My deeper preference is that you tear down the building entirely. It is an eyesore and it ruins one of the best urban parks in the world.

B. Turn off the inane, looping babble through the tsunami warning loudspeakers on the pier. No one needs to hear “Ladies and gentlemen may I have your attention…” screamed into the night, over and over, at a volume that can cause hearing damage and that penetrates homes over a mile away.

Reserve the tsunami system for genuine emergencies, as intended. Do not normalize nightly psychological warfare disguised as crowd management.

C. Hire a real Director of Code Enforcement — someone who is not so lazy or indifferent that they never measure sound. A serious Director of Code Enforcement would use calibrated equipment to measure loud sounds made by the City and by private parties, publish decibel data weekly, and demonstrate that Santa Monica both respects and obeys its own laws. 90401 residents should be able to see, in numbers, that there is one standard for everyone, including the City itself.

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Attachment: Written Comments [Revision 2] (7579 : Written Comments) 6 D. Do not even dream of letting your proposed million‑dollar billboards operate as all‑night sound sources. People live on and near the Third Street Promenade.

Given the mentality currently on display, it is entirely predictable that, without explicit guardrails, those screens would become yet another vector for “White Christmas”–style harassment: blaring ads, messages, and noise into people’s bedrooms. If you cannot be trusted with the speakers at 1450 Ocean and the pier, you cannot be trusted with billboards that shout advertising all night to a space as empty as a cemetery, except for homeless, who will also be kept awake.

E. Stop the unethical practice of ordering the Santa Monica Police Department to “stand down” when it comes to enforcing the law in politically inconvenient situations.

Your predecessors did this during the Black Lives Matter riot, contributing to the destruction of over 300 stores and the burning of nine buildings just in the one kilometer area of 90401, and helping to drive a well‑documented 99% drop in visitors to the world‑famous Third Street Promenade.

You should not impede SMPD from responding to noise complaints or any other legitimate concern just because you imagine yourselves to be above the law, above the code, and above basic standards of decent human behavior.

F. Recognize that you are temporary guardians of the peace in a small Blue Zone. The last time I checked, the 90401 zip code had an average life expectancy of about 82 years — several years longer than the U.S. national average.

You did not create that; you inherited it. Sustaining that kind of longevity requires not just good healthcare and good weather, but chronic low stress, walkability, social connection, and — crucially — nights that are quiet enough for people’s bodies and minds to recover. You will not preserve an 82‑year life expectancy by subjecting residents to nightly blast‑level noise.

One day you, too, will be old.

When that day comes, I sincerely hope you receive the peace and quiet you chose to give — or the noise you allowed to be inflicted — on the residents of 90401. You have a chance, right now, to choose differently.

I have reported my concerns to the police and they told me they could do nothing.

I talked to Armando the head of code enforcement and he did nothing.

I spoke to you all at the last City Council meeting and you did nothing In a year I have heard no rational explanation for your behavior or your do-nothing-about-noise attitude when this situation is very clearly explained.

Next step is for me to give you time to fix this or I will publish this letter and send to Stephen Miller, who I know shares my desire for a more livable Santa Monica and others. I’ve worked in many roles in the U.S. federal government and given that I don’t have a job, I have the time and the help of AI to enable me to keep reaching out.

I don’t want to waste your valuable time or mine, but you do not have the power to crush my human rights and torture me with City noise all night long and cause me the pain and suffering that comes with a year of being woken up repeatedly at night and I really should not have to tell you this.

In summary: stop being so noisy.

It is rude, it is unhealthy, it is unlawful in spirit if not yet in official finding, and it is unworthy of a city that aspires to be a model for the future.

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Attachment: Written Comments [Revision 2] (7579 : Written Comments) 7 Respectfully,
Alex Lightman
Resident, Santa Monica 90401
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Attachment: Written Comments [Revision 2] (7579 : Written Comments) City Council
Report
City Council Meeting: February 24, 2026
Agenda Item: 2.A
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To: Mayor and City Council
From: Oliver Chi, City Manager, City Manager's Office
Subject: Commendation: Santa Monica's first Black Firefighter Eddie Davis Prepared By: Josh Kurpies, Council Office and Legislative Affairs Liaison Approved Forwarded to Council

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City Council
Report
City Council Meeting: February 24, 2026
Agenda Item: 2.B
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To: Mayor and City Council
From: Oliver Chi, City Manager, City Manager's Office
Subject: Proclamation: Women's History Month
Prepared By: Amy Larkin, Staff Assistant III
Approved Forwarded to Council

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City Council
Report
City Council Meeting: February 24, 2026
Agenda Item: 2.C
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To: Mayor and City Council
From: Oliver Chi, City Manager, City Manager's Office
Subject: Proclamation: Kidney Awareness Month
Prepared By: Amy Larkin, Staff Assistant III
Approved Forwarded to Council

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City Council
Report
City Council Meeting: February 24, 2026
Agenda Item: 4.A
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To: Mayor and City Council
From: Matthew Hallock, Fire Chief, Fire Department
Subject: Award RFP 455 for Medical Director Services for the Fire Department Emergency Medical Services Rendered by Firefighter Paramedics and Emergency Medical Technicians
Recommended Actions
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. Ratify the Procurement Manager’s approval of the emergency extension of Agreement #11121 (CCS) with Dr. Walid Ghurabi to continue providing Medical Director services for the Fire Department. This emergency purchase was made as an exception to the competitive bidding process per SMMC 2.24.250(i) and SMMC 2.24.240(d)(3) and is for an amount not to exceed $18,000, for a new total amount not to exceed $288,000;

3. Jointly award RFP 455 to Dr. Walid Ghurabi and to Dr. Jonathan Warren to provide Medical Director services for the Fire Department;

4. Authorize the City Manager to negotiate and execute an agreement with Dr.

Walid Ghurabi for an amount not to exceed $162,000 for three years, with future year funding contingent on Council budget approval; and

5. Authorize the City Manager to negotiate and execute an agreement with Dr.

Summary
As required by State law, and enforced by the Los Angeles County Emergency Medical Services Agency, the City of Santa Monica (“City”), through the Santa Monica Fire Department (“SMFD”), is required to employ or contract with a Medical Director in order

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for SMFD firefighter paramedics and emergency medical technicians (“EMTs”) to lawfully provide emergency medical services (“EMS”) within Los Angeles County. In light of the imminent expiration of the City’s existing services agreement with its Medical Director, and due to the importance of this agreement to the Fire Department’s operations, staff utilized an exception to the competitive bidding process per SMMC

2.24.250(i) pursuant to SMMC 2.24.240(d)(3) to temporarily extend the agreement by four months and to increase the total not to exceed amount by $18,000 to a new total contract amount of $288,000. The temporary extension allowed staff to finalize the contract awards under RFP 455. For RFP 455, staff recommends for it to be jointly awarded to both Dr. Walid Ghurabi and Dr. Jonathan Warren to provide medical director services to the Fire Department. Staff recommends a new three-year agreement with Dr. Ghurabi for an amount not to exceed $162,000. Staff also recommends an initial three-year agreement with Dr. Warren for an amount not to exceed $131,760, with two one-year renewal options, for a total contract amount that does not exceed $291,600 over a five-year period.

Discussion
There is a continuing need for a Medical Director in the Fire Department to meet State and County regulations and guidelines for the provision of emergency medical services rendered by SMFD personnel. This includes firefighter paramedics and emergency medical technicians, especially the newly created ambulance operators. The services of the Medical Director include:
• Advising the City on medical issues in the event of a pandemic or other disaster situation
• Providing medical expertise to enhance SMFD emergency medical services • Evaluating compliance with the legal documentation requirements of patient care • Providing medical oversight of the utilization of Standing Field Treatment Protocols
• Monitoring the controlled substances programs
• Reviewing the medical components of the Emergency Medical Dispatch program

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In addition to the above, the Medical Director provides standing orders for the EMS Nurse Educator to administer vaccines to public safety personnel. The Medical Director also evaluates the Fire Department’s EMS program’s compliance with the medical policies, procedures, and protocols of the Los Angeles County EMS Agency in collaboration with the EMS Nurse Educator.

The duties of the City’s Medical Director have recently expanded to include two Advanced Provider Units (APU). On June 24, 2025, the Council adopted the FY 2025- 27 Biennial Budget which authorized the first APU. And on October 28, 2025, Council authorized the creation of a second APU as part of the Santa Monica Realignment Plan.

Both APUs are staffed by a Firefighter Paramedic and a contracted Nurse Practitioner to provide dedicated first response to persons experiencing homelessness and other vulnerable populations. Among their many functions, the APUs can serve as mobile urgent care and provide community paramedicine.

The Santa Monica Realignment Plan also calls for the Fire Department to begin ambulance transports on February 1, 2026, bringing this previously outsourced function in-house. This necessitated the hiring of 36 as-needed Ambulance Operators, as well as several sworn staff to oversee ambulance transport operations.

With the current Medical Director contract nearing the expiration of its five-year term, staff issued a Request for Proposal to select a successor. Because the current agreement for Medical Director services (#11121 CCS) is due to expire on January 26, 2026—and because the Fire Department cannot lawfully provide emergency medical services without a Medical Director—staff utilized SMMC 2.24.250(i) to temporarily extend the current agreement to May 26, 2026 while the competitive bidding and contract execution processes are completed for the new Medical Director services agreement. This temporary extension increased the total not to exceed amount by up to $18,000, which is $4,500 per month for four months. However, staff does not anticipate utilizing the entire extension period or amount. This temporary extension was finalized on December 16, 2025.

Vendor Selection
Bidder Recommendations
Best Qualified Person/Firm Dr. Walid Ghurabi; Dr. Jonathan Warren Evaluation Criteria Training/credentials/experience, competence/skill, capacity/ability to perform services promptly, cost of providing services,

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character/reputation, and ability to provide future services as needed.

Municipal Code SMMC 2.24.190
Bid Data
Date Posted Posted On
Advertise In
(City Charter & SMMC)
Vendors
Downloaded
Date Publicly
Opened
09/25/2025 City's Online
Bidding Site
Santa Monica Daily Press 22 10/16/2025
Justification to Award
Based on interviews with each of the six respondents and the criteria in SMMC

2.24.190, staff recommends awarding RFP 455 to the two highest-scoring respondents: Dr. Walid Ghurabi and Dr. Jonathan Warren. The criteria included experience/technical competence, stability/references, cost, and quality assurance/breadth. Dr. Walid Ghurabi, the highest-scoring respondent, is selected as the Medical Director to oversee EMS operations, ALS protocols, paramedic training, quality improvement and base hospital coordination. Dr. Jonathan Warren, the secondhighest scoring respondent, is selected as a Medical Director to oversee the Advanced Provider Unit, with a limited, clearly defined scope focused on APU protocols and treatment guidelines, Nurse Practitioner integration and oversight, treat-in-place and alternate destination care pathways, and targeted quality improvement as it relates to the APU. Having two vendors provide Medical Director services indicates the breadth and complexity of the Fire Department operations.

Dr. Ghurabi and Dr. Warren’s agreements will complement each other until Dr. Ghurabi steps down as the City’s Medical Director in two or three years. The agreement with Dr.

Ghurabi, due to the larger scope and oversight of department EMS operations, will have an annual not to exceed amount of $54,000, or $162,000 over the three-year term. The agreement with Dr. Warren, due to his initial focus on the APUs, will have an annual amount of $25,920. Once Dr. Ghurabi retires, Dr. Warren will assume the Medical Director responsibilities for the entire Department. Therefore, Dr. Warren’s agreement will have a not to exceed amount of $291,600 over a five-year period.

Environmental Review
RFPs Received
Dr. Bijan Arab EMS Physical Solutions Dr. Walid Ghurabi Dr. Michael Kim Dr. Elizabeth Avakoff Dr. Jonathan Warren

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The City’s agreements with Dr. Walid Ghurabi and Dr. Jonathan Warren to provide Medical Director services for the Fire Department would have no possibility of significant effect on the environment and are therefore exempt pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental Quality Act (CEQA) Guidelines, “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 medical services provided by the physicians have no adverse physical impacts on the environment, and as such, is exempt from CEQA.

Financial Impacts and Budget Actions
The emergency extension of Agreement #11121 (CCS) with Dr. Walid Ghurabi to continue providing Medical Director services is funded from the current budget in the General Fund.

Agreement Modification Request
Agreement #
Current Authorized
Amount
FY 2025-26
Modified Request
Amount
Department
Account #
Total Revised
Contract Amount
11121 $270,000 $18,000 01190005.550010 $288,000
Staff seeks authority to approve available funding from the General Fund to award agreements with Dr. Walid Ghurabi and Dr. Jonathan Warren to provide Medical Director services for the Fire Department.

Agreement Request
Contract
FY 2025-26
Request
Amount
Future
Years
Amount
Department Account # Total Contract
Amount
Dr. Walid Ghurabi $54,000 $108,000 01190005.550010 $162,000 Dr. Jonathan Warren $25,920 $265,680 01190005.550010 $291,600 Total $453,600
Future year funding is contingent on Council budget approval.

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Prepared By: Jonathan Tang, Principal Administrative Analyst Approved Forwarded to Council
Attachments:

A. J Warren - Levine Act
B. J Warren - Oaks
C. W Ghurabi - Oaks
D. W Ghurabi - Levine Act

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Attachment: J Warren - Levine Act [Revision 1] (7318 : Award RFP 455 for Medical Director Services)

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Attachment: J Warren - Levine Act [Revision 1] (7318 : Award RFP 455 for Medical Director Services)

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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Attachment: J Warren - Oaks (7318 : Award RFP 455 for Medical Director Services)

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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Attachment: J Warren - Oaks (7318 : Award RFP 455 for Medical Director Services)

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Attachment: W Ghurabi - Oaks (7318 : Award RFP 455 for Medical Director Services)

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Attachment: W Ghurabi - Levine Act [Revision 1] (7318 : Award RFP 455 for Medical Director Services)

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Attachment: W Ghurabi - Levine Act [Revision 1] (7318 : Award RFP 455 for Medical Director Services) City Council
Report
City Council Meeting: February 24, 2026
Agenda Item: 4.B
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To: Mayor and City Council
From: Rick Valte, Public Works Director, Public Works, Airport Subject: Approval of Second Modification to Agreement with Yardi Systems, Inc. for Real Property and Asset Management Software Licensing and Maintenance 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; and

2. Authorize the City Manager to negotiate and execute a second modification to agreement #10362 in the amount of $350,000 with Yardi Systems, Inc. for real property and asset management software licensing and maintenance services for the Public Works Department. This would result in a fourteen-year amended agreement with a new total amount not to exceed $600,000, with future year funding contingent on Council budget approval.

Summary
The City of Santa Monica (City) manages 548 leases and license agreements for Cityowned assets and properties, such as offices, hangars, and land leases. These leases are managed by the Airport Division and the Economic Development Division. Since 2017, the City has used Yardi Systems, Inc.’s (Yardi), Yardi’s Voyager®, a proprietary, web-based, comprehensive real estate property and asset management software, to manage commercial real estate operations, execute leasing, run analytics, and provide accounting process services. Although the City Council voted to close the Airport by December 2028, there is a need to maintain the software in the interim and after closure, as City-owned properties at the Airport will still require leasing and maintenance. Staff recommends approval of a second modification in the amount of $350,000, for a new total not to exceed $600,000, and extending the term by five years

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as an exception to competitive bidding, pursuant to Santa Monica Municipal Code (SMMC) Section 2.24.280(b).

Discussion
Yardi Systems, Inc. (Yardi) has provided real estate property and asset management software services to the Economic Development Division (EDD) and the Airport Division since January 25, 2017. Staff uses Yardi to execute leasing, run analytics, and provide accounting process services, performing multiple property management tasks including but not limited to: generate courtesy notices to tenants on a monthly basis; record payments, late fees and security deposits collected on a monthly basis; prepare monthend reports on lease/ license agreement monies charged and monies received for submission to Finance; track tenant insurance documentation; track lease/license expiration dates; maintain tenant contact information; and assess Consumer Price Index increases on an annual basis.

Yardi’s Voyager® software is a web-based, fully integrated platform to manage commercial real estate operations, execute leasing, run analytics, and provide accounting process services. Yardi’s Voyager® software database and accounting processing are key features of Yardi that support the management of City owned real estate property assets. Yardi’s software license and hosting fees include critical software updates as well as technical support via Yardi’s toll free phone line. In fiscal year 2024-2025, the Santa Monica Airport added the Facility Manager module, which is a maintenance management software designed to help the City manage property service requests and inspections. Yardi’s Facility Manager software simplifies the property management workflow and improves the tenant experience by automating preventative maintenance, works orders, and inspections.

The City entered into Agreement No. 10362 for licensing and software maintenance, for an amount not to exceed $87,212, covering hosting fees for up to six ledger users and one read-only user at $15,500 annually, subject to the cost-of-living increases and automatic renewal. This agreement was awarded as an exception to competitive

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bidding criteria because Yardi Systems, Inc. was the only vendor with the unique capability to meet the software requirements. This agreement also authorized payments for training, with costs prorated between EDD and Airport Divisions based on user count. On February 27, 2018, City Council approved the first modification to Agreement No. 10362 for a new five-year contract total amount not to exceed $106,510. This modification expanded the scope to include additional licenses and changed the anniversary date from January 25 to December 31. In 2019, the City increased its procurement thresholds, and Council approval was no longer required for this type of service up to $250,000.

Staff is requesting approval to amend the current nine-year agreement for an amount not to exceed $59,650 for one year, with five additional one-year renewal options, subject to annual cost-of-living increases (not to exceed 3%) under the same terms and conditions, plus a 10% contingency, for a total amount not to exceed $350,000 over five years. The total duration of this agreement, including this modification, would be up to fourteen years with a not-to-exceed amount of $600,000. For the newly added Yardi’s Facility Manager module, the cost of services depends on the square footage of each property. This square footage fluctuates throughout the year, and thus the 10% contingency would be used to cover any variations in pricing. The EDD and Airport Division recommend a one-year agreement with Yardi to receive critical software updates and support.

Currently, EDD manages 184 leases and license agreements in Yardi, and the Airport manages 364 leases and license agreements, including offices, hangars, and land leases. Due to upcoming projects at the Airport, staff anticipate additional leases will need to be tracked in Yardi over the coming year. Staff recommend continuing to use Yardi’s Voyager® software, as the City’s leasing data and records are fully integrated into this system. Replacing the software would be prohibitively expensive, requiring data migration and staff retraining.

Past Council Actions

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Meeting Date Description
09/27/16 (Attachment A) Authorization to Execute a Contractual Services Agreement with Yardi Systems, Inc.
02/27/18 (Attachment B) Approve First Modification for Property and Assessment Management Software
Environmental Review
The contract modification is categorically exempt from CEQA pursuant to Section 15061(b)(3) of the CEQA Guidelines (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 modification will allow the City to continue to utilize its property management software.

Therefore, it can be seen with certainty that the agreement would not result in adverse physical impacts on the environment, and as such, is categorically exempt from CEQA.

Financial Impacts and Budget Actions
Staff seeks authority to approve available funding from the Airport and General Funds to increase the amount of the agreement #10362 with Yardi Systems, Inc. for an additional five years, in order to utilize its real estate property and asset management software to manage commercial real estate operations.

Contract Modification Request
Agreement
#
Current
Authorized
Amount
FY 2025-26
Request
Amount
Future
Years
Amount
Department
Account #
Total Revised
Contract
Amount
10362 $117,707 $19,898 $97,229 01200017.552010 $234,834 $132,293 $39,752 $193,121 57500001.575090 $365,166
Total $250,000 $59,650 $290,350 $600,000
Future year funding is contingent on Council budget approval.

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Prepared By: Josephina Lee, Senior Administrative Analyst Approved Forwarded to Council
Attachments:

A. September 27, 2016 Staff Report (web link)
B. February 27, 2018 Staff Report (web link)
C. Yardi Software Agreement
D. Yardi First Modification
E. 3rd Option Renewal Letter
F. 4th Option Renewal Letter
G. First Addendum to Agreement
H. Second Addendum to Agreement
I. Oaks Initiative Form
J. Levine Act Disclosure Form

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Attachment: Yardi First Modification (7491 : Authorization of Second Modification to Contractual Services Agreement with Yardi Systems, Inc.)

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Attachment: Yardi First Modification (7491 : Authorization of Second Modification to Contractual Services Agreement with Yardi Systems, Inc.)

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Attachment: Yardi First Modification (7491 : Authorization of Second Modification to Contractual Services Agreement with Yardi Systems, Inc.) Date:#

Mr. Alex Schindelbeck
Yardi Systems, Inc.
430 South Fairview Avenue
Goleta, CA 93117
Re: SAAS Subscription Agreement No. 10362 - Renewal Third Option Dear Mr. Schindelbeck:

Please accept this letter as the City’s notification of its intent to extend the term of the above-referenced SAAS Subscription Agreement (the “SAAS”) for a period of one (1) year. As noted in Section 1 of the Terms and Conditions of Subscription Agreement dated January 25, 2017 the City may extend the term for up to four (4) additional one (1)-year terms. The renewal will extend the term of the PSA beginning on January 1, 2020 through December 31, 2020. All other terms and conditions of the SAAS shall remain the same and in full force and effect.

If you have any questions, please contact Stelios Makrides, Airport & Real Estate Director at (310) 458-8591 or [email protected]
Sincerely,
Rick Cole
cc: Stelios Makrides, Airport & Real Estate Director
John Barry, Contracts Coordinator
DocuSign Envelope ID: 77C2DD78-DEB7-4F5B-BFAA-CA59FB4966A3

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Attachment: 3rd Option Renewal Letter [Revision 1] (7491 : Authorization of Second Modification to Contractual Services Agreement with Yardi December 1, 2020
Mr. Alex Schindelbeck
Yardi Systems, Inc.
430 South Fairview Avenue
Goleta, CA 93117
RE: SAAS Subscription Agreement No. 10362 - Renewal Fourth Option Dear Mr. Schindelbeck:

Please accept this letter as the City’s notification of its intent to extend the term of the above-referenced Subscription Services Agreement (the “Agreement”) for a period of one (1) year. As noted in the terms and conditions of the Agreement, dated April 24, 2018, the City may extend its term for up to four (4) additional one (1) year terms. This renewal will extend the term of the Agreement beginning on January 1, 2021 and through December 31, 2021. All other terms and conditions of the Agreement shall remain the same and in full force and effect.

If you have any questions, please contact Stelios Makrides at (310) 458-8591 or by email at: [email protected]. Thank you.

Sincerely,

RICK COLE
cc: Stelios Makrides, Project Manager
John Barry, Contracts Coordinator
DocuSign Envelope ID: B83BDB04-A3BC-45DB-AD76-8E739FCFAF67 Lane Dilg
Interim City Manager

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Attachment: 4th Option Renewal Letter (7491 : Authorization of Second Modification to Contractual Services Agreement with Yardi Systems,

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Attachment: First Addendum to Agreement (7491 : Authorization of Second Modification to Contractual Services Agreement with Yardi

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Attachment: First Addendum to Agreement (7491 : Authorization of Second Modification to Contractual Services Agreement with Yardi

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Attachment: First Addendum to Agreement (7491 : Authorization of Second Modification to Contractual Services Agreement with Yardi

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Attachment: First Addendum to Agreement (7491 : Authorization of Second Modification to Contractual Services Agreement with Yardi

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Attachment: First Addendum to Agreement (7491 : Authorization of Second Modification to Contractual Services Agreement with Yardi

ADDENDUM TO AGREEMENT

BETWEEN
YARD! SYSTEMS, INC. ("YARDI") AND CITY OF SANTA MONICA ("CLIENT") (this "Addendum")
Addendum Effective Date: March 15, 2025
Yardi Client Pin Number: 100015124
Yardi Order Number: 395913
Client and Yardi revise their Voyager agreement, dated January 25, 2017 (the "Agreement"), as follows:

1. Yardi will add the additional products specified below as part of Schedule A (Fee Schedule) under the terms of the Agreement.

Annual Fees
Unit of
Measure
Description (UOM) Count $/UOM
Facility Manager Sq Ft 1,149,199 $0.01000
One-Time Fees
Description UOM Count $/UOM
Remote Implementation/Training each 1 $3,600.00
Total Fees Due
Annual Fee Increase for the period April 1, 2025 to December 31, 2025 One-Time Fees
Sub-Total
Sales Tax
Additional Tenns
Total Fees
Total One-Time Fee
Total Due

2. PAYMENT TERMS (excluding applicable taxes): 100% due 15 days from the execution date of this Addendum.

3. Additional terms are set forth in the following exhibits to this Addendum:
1 - Current Product Count
ALL OTHER TERMS AND CONDITIONS OF THE AGREEMENT SHALL REMAIN IN FULL FORCE AND EFFECT.

Annual
Fee
Increase/
Decrease
$11,491.99
$11,491.99
Prorated
Annual
Fee
Increase
$8,618.99
$8,618.99
Total
Price
$3 600.00
$3,600.00
$8,618.99
$3 600.00
$12,218.99
as applicable
$12,218.99
Please indicate your approval by signing and returning this document to your salesperson or to Sales Support at [email protected].

APPROVAL
CITY OF SANTA MONICA ("Client") Y ARDI SYSTEMS, INC. ("Yardi") By:

Date:

Print Name:

Title:

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Confidential
Preparation Date: March 12, 2025 11: 18 AM

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Attachment: Second Addendum to Agreement (7491 : Authorization of Second Modification to Contractual Services Agreement with Yardi

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Attachment: Second Addendum to Agreement (7491 : Authorization of Second Modification to Contractual Services Agreement with Yardi

CITY OF SANTA MONICA

OAKS INITIATIVE NOTICE

NOTICE TO APPLICANTS, BIDDERS, PROPOSERS

AND OTHERS SEEKING DISCRETIONARY PERMITS, CONTRACTS,

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 theofficial 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 SantaMonica.

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, theCity compiles and maintains certain information. That information includes the name of any personorpersons whois seeking a “publicbenefit.” If the“public benefit” is sought by an entity, ratherthan an individual person, the information includes the nameof everyperson 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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Attachment: Oaks Initiative Form [Revision 1] (7491 : Authorization of Second Modification to Contractual Services Agreement with Yardi

CITY OF SANTA MONICA

Public benefits include:

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

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.

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:

Permit #
FOR CITY USE ONLY:

Bid/PO/Contract #
Yardi Systems, Inc.

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Attachment: Oaks Initiative Form [Revision 1] (7491 : Authorization of Second Modification to Contractual Services Agreement with Yardi City of Santa Monica Levine Act Disclosure Form

CITY OF SANTA MONICA

CALIFORNIA LEVINE ACT DISCLOSURE
The Levine Act prohibits City Officers from participating in any action related to a contract, license, permit, or entitlement if such Officer received campaign contributions totaling more than $500 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 $500 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: _________________________________ 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.

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Attachment: Levine Act Disclosure Form (7491 : Authorization of Second Modification to Contractual Services Agreement with Yardi Systems, City of Santa Monica Levine Act Disclosure Form
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 CALIFORNIATHAT THE FOREGOING IS TRUEAND CORRECT.

Signed: ____________________________ Date: Jan 30, 2026 Print Name: Daniel Campbell Title: Vice President
Company: Yardi Systems
Additional Disclosures: N/A
Please note this form is a public record and subject to a California Public Records Act request.

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Attachment: Levine Act Disclosure Form (7491 : Authorization of Second Modification to Contractual Services Agreement with Yardi Systems, SANTA MONICA CITY ATTORNEY’S OFFICE
TO: Public
FROM: City Attorney’s Office
RE: Levine Act Disclosure Form
The Levine Act (Government Code 84308) is a California law aimed at preventing “pay to play” practices by prohibiting parties, participants, and their agents in a proceeding involving a license, permit, or other entitlement from contributing more than $500 to an officer of the City during a 12-month period. The prohibition applies to any 12-month period while the proceeding is pending and for 12 months following the date a final decision is rendered in the proceeding.

State law requires a party to a proceeding to disclose any contributions exceeding an aggregate $500 that the party and their agents have made to an officer of the City within the preceding 12 months. The Disclosure Form is intended to assist City officials with recognizing when they have an obligation to disclose and recuse themselves, and to aid parties with their disclosure obligations.

1. To what sort of proceedings is the disclosure form applicable? The Levine Act applies to all discretionary entitlements and contracts, with the exception of labor contracts, personal employment contracts, and contracts that must be awarded to the lowest responsive/responsible bidder. It does not apply to ministerial approvals.

For instance, the Levine Act applies to the following:
• Building and development permits
• Conditional use permits
• Contracts generally (unless an exception applies):
o Real property contracts for purchase, sale, lease
o Contract amendments
o Settlement agreements
o Contracts for goods, services, professional services that are not awarded pursuant to a competitive process
• Public street abandonments
• Private development plans
• Professional license revocations
• Rezoning of specific real estate parcels
• Event permits
• Rulemaking procedures affecting a particular industry where only a small number of businesses are affected
• Special district formation proceedings involving the creation of a special use or benefit to the person in the district
• Tentative subdivision and parcel maps

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• Zoning variances
• Vacation of a public easement across private property • Pre-applications, such as for General Plan Amendment, considered by the legislative body prior to filing of formal application
• Contracts entered under the City Manager’s Authority
• Closed session items that may result in a contract/settlement agreement approved by Council (real estate or litigation)
It does not apply to:
• Contracts under $50,000
• Contracts where no party receives financial compensation • Contracts between two or more public agencies
• Competitively bid contracts that are required by law, agency policy, or agency rule to be awarded pursuant to a competitive process
• Purely ministerial decisions
• General policy decisions or rules where the interests affected are many and diverse
• Ordinances and resolutions (except items like development agreements adopted by ordinance)
• Ballot measures
• Departmental policies
• Council rules
• Labor contracts and project labor agreements
• Personal employment contracts
• Allocation of resources in the City budget

2. Who is required to disclose?
A “party” to a proceeding is any person who files an application for, or is the subject of, a proceeding. In general, a person or company who applies for a permit, license, or right to use property in a particular way, which requires the City’s discretionary approval, will qualify as a party.

Parties are also required to disclose contributions by their agents. An “agent” is someone who (1) represents a party to a proceeding for compensation; and (2) appears before or otherwise communicates with the City for the purpose of influencing the pending proceeding. This can include law firms, architects, engineers, consultants, and similar entities. Both the individual and their employer or firm are considered “agents.” A party should also disclose contributions of other entities majority owned by the party, as well as contributions of any other entity whose contributions it directs or controls.

3. What must be disclosed?
A party must disclose campaign contributions over $500 made in the prior twelve months.

A “contribution” is anything of value for which the party has not received full consideration, including money, nonmonetary items, payments made for advertising or

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other expenses coordinated with a candidate or committee, loans, tickets to political fundraisers, etc.

4. Who is considered an officer of the City?
An “officer” is anyone who may make, participate in making, or attempt to influence a decision in the proceeding or who exercises authority over officers who may do so. This includes elected officials, members of appointed boards and commissions, the City Manager, and any individual who is a candidate for elected office or who has been a candidate in the twelve months prior to the decision. This definition is included on the Disclosure Form.

5. When should the disclosure occur?
The Disclosure Form must be completed (1) by a party to a contract with the City (or that party’s agent) at the time the party submits a response to a Request for Proposal or other competitive solicitation, enters into contract negotiations with the City, or executes a contract with the City, whichever is earliest; or (2) by a party to a license, permit, or other entitlement proceeding before the City at the time the party (or their agent) submits the license, permit, or entitlement application to the City. The party (or their agent) must submit a supplemental form if they make any new reportable contributions while the same contract, license, permit, or other entitlement is being considered. The party (or their agent) must also use the form if they need to correct any previously submitted form.

Parties are solely responsible for completing the form accurately, and could face penalties for failure to do so. The California Fair Political Practices Commission (FPPC) is the body who enforces violations of the Levine Act. If a party is uncertain about whether they are required to report or combine a contribution, they should consult with their attorney.

Nothing herein constitutes legal advice and individuals are urged to consult with their own attorney regarding the requirements of the law. To the extent there is any inconsistency, the language of the Levine Act and FPPC Regulations govern over this notice. Resources for officers, parties, participants, and agents, are available on the FPPC’s website at https://www.fppc.ca.gov/learn/pay-to-play-limits-and-prohibitions.html

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Attachment: Levine Act Disclosure Form (7491 : Authorization of Second Modification to Contractual Services Agreement with Yardi Systems, City Council
Report
City Council Meeting: February 24, 2026
Agenda Item: 4.C
1 of 4
To: Mayor and City Council
From: Feroz Merchhiya, Chief Information Officer, Information Services Department Subject: Approval of Agreement with Granite to Migrate and Rebuild Plain Old Telephone Service (POTS) Lines
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; and

2.24.250(c), and is for a total amount not to exceed $1,463,517, with future year funding contingent on Council budget approval.

Summary
The City of Santa Monica (City) currently utilizes Plain Old Telephone Service (POTS) lines to support various operational needs, including alarm systems, elevators, and other legacy services. The City’s incumbent POTS provider is Frontier Communications (Frontier). Historically, the City benefited from stable pricing under long-term, fixed-price contract terms. Those pricing protections have expired, and the City is now facing significant increases in the cost of maintaining POTS services.

To maintain service continuity and improve long-term cost predictability, staff evaluated alternatives to the City’s existing POTS services. This review also identified an opportunity to conduct a comprehensive assessment of the City’s copper-based POTS

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lines and reduce costs by decommissioning unused, redundant, or no-longer-needed lines.

Staff is seeking approval to enter into an agreement with Granite Telecommunications, LLC (Granite) to consolidate existing POTS services, transition lines to internet-based services, and establish fixed pricing over a defined term.

Discussion
The City maintains a significant number of POTS lines across multiple facilities to support operational and life-safety systems. Telecommunications providers nationwide are reducing investment in copper-based infrastructure, and legacy POTS services are increasingly subject to market-driven pricing and long-term sustainability concerns.

The City’s existing POTS services with Frontier were previously contracted under longterm rates which provided predictable pricing. With the expiration of those rate terms, the City is now exposed to anticipated cost increases. Given these conditions, staff evaluated alternatives to support continued operations while improving cost predictability and aligning with current telecommunications standards.

Granite Telecommunications, LLC provides enterprise telecommunications services designed to consolidate and replace legacy Plain Old Telephone Service (POTS) lines with modern alternatives. Under the proposed agreement, Granite will provide consolidated billing, centralized service management, and Internet-based telephone line replacement services. The proposed services support a phased transition approach, allowing for implementation flexibility and improved inventory management.

The proposed agreement allows the City to establish fixed pricing over a defined term, improving cost predictability and reduce exposure to future rate increases. The transition also supports a comprehensive review of the City’s copper-based POTS lines, including the identification and decommissioning of unused or redundant lines, which supports future cost reduction.

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As telecommunications services continue to evolve, staff will monitor usage, adjust services based on operational requirements, and apply best practices to ensure the City’s telecommunications environment remains reliable, scalable, and cost-effective.

Vendor Selection
Exception to Competitive Bidding
Staff recommends Granite Telecommunications, LLC to furnish and provide telecommunications services as an exception to competitive bidding per the Procurement Division approved ECB# 366 pursuant to Santa Monica Municipal Code Section 2.24.250(c).

Cooperative use approved by Procurement Division with the understanding that City use must be coterminous with cooperative term that has an expiration date of April 30, 2028. The City may request extensions, if and when OMNIA Partners utilizes the (2) additional one-year periods, with maximum use through April 30, 2030. c. Competitive procedures were followed by a governmental agency, federal, state, county, city, joint powers agency, special district, or cooperative purchasing agency and the goods or services are supplied to the City at the same or better price; Environmental Review
The proposed recommendation to authorize an agreement with Granite Telecommunications, LLC is exempt from the provisions of the California Environmental Quality Act (CEQA) pursuant to Section 15061(b)(3) of the CEQA Guidelines (Common Sense Exemption). The proposed action involves telecommunications services and does not involve any physical expansion or construction activity. It can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment. Therefore, no further environmental review under CEQA is required.

Financial Impacts and Budget Actions
Staff seeks authority to approve available funding from the Information Technology Replacement & Services Fund to award an agreement with Granite Telecommunications, LLC for telecommunications services, including the consolidation and replacement of legacy Plain Old Telephone Service (POTS) lines. Enterprise funds contribute and reimburse the Information Technology Replacement & Services Fund to cover the cost of their portion of Citywide telecommunications infrastructure and

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individual lines.

Agreement Request
FY 2025-26
Request Amount
Future Years
Amount
CIP Account # Total Contract
Amount
$487,382 $976,135 C7100020.689000 $1,463,517
Future year funding is contingent on Council budget approval.

Prepared By: Sarkis Metspakyan, Infrastructure and Cloud Services Manager Approved Forwarded to Council
Attachments:

A. OAKS INITIATIVE FORM - Granite
B. Levine Act Disclosure Form - Granite

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CITY OF SANTA MONICA

OAKSINITIATIVE

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-monthperiod;

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

3. Purchase, sale orlease ofreal property to orfrom 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:

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

Robert Hale, Jr. - CEO
Name(s) of persons with more than a 10% equity, participation, orrevenue interest:

Robert Hale, Jr. - CEO
Prepared by: Title:

Signature: Date:

Email: Phone:

FOR CITY USE ONLY:

Bid/PO/Contract # Permit #
Ryan Goldrick AVP, Contracts and Compliance
1/27/2026
[email protected] 866-847-5500

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Attachment: OAKS INITIATIVE FORM - Granite (7492 : Approval of Agreement with Granite to Migrate and Rebuild POTS Lines) City of Santa Monica Levine Act Disclosure Form

CITY OF SANTA MONICA

Code Regs. Section 18438.1, which states:

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Attachment: Levine Act Disclosure Form - Granite (7492 : Approval of Agreement with Granite to Migrate and Rebuild POTS Lines) City of Santa Monica Levine Act Disclosure Form
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.

I HEREBY CERTIFY UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIATHAT THE FOREGOING IS TRUEAND 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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Attachment: Levine Act Disclosure Form - Granite (7492 : Approval of Agreement with Granite to Migrate and Rebuild POTS Lines) SANTA MONICA CITY ATTORNEY’S OFFICE
TO: Public
FROM: City Attorney’s Office
RE: Levine Act Disclosure Form
The Levine Act (Government Code 84308) is a California law aimed at preventing “pay to play” practices by prohibiting parties, participants, and their agents in a proceeding involving a license, permit, or other entitlement from contributing more than $500 to an officer of the City during a 12-month period. The prohibition applies to any 12-month period while the proceeding is pending and for 12 months following the date a final decision is rendered in the proceeding.

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Attachment: Levine Act Disclosure Form - Granite (7492 : Approval of Agreement with Granite to Migrate and Rebuild POTS Lines)

Page 2 ends

3. What must be disclosed?
A party must disclose campaign contributions over $500 made in the prior twelve months.

A “contribution” is anything of value for which the party has not received full consideration, including money, nonmonetary items, payments made for advertising or

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Attachment: Levine Act Disclosure Form - Granite (7492 : Approval of Agreement with Granite to Migrate and Rebuild POTS Lines)

Page 3 ends

other expenses coordinated with a candidate or committee, loans, tickets to political fundraisers, etc.

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Attachment: Levine Act Disclosure Form - Granite (7492 : Approval of Agreement with Granite to Migrate and Rebuild POTS Lines) City Council
Report
City Council Meeting: February 24, 2026
Agenda Item: 4.D
1 of 4
To: Mayor and City Council
From: Oscar Santiago, Director, Finance Department
Subject: Approval of the City's Updated Investment Policy and Extension of the Delegation Investment Authority
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. Review and approve the City’s Investment Policy.

3. Extend the delegation of investment authority to the Director of Finance, as City Treasurer, from March 1, 2026 through February 28, 2027.

Summary
Per State law, the treasurer or chief fiscal officer of a local agency may annually render an investment policy to its governing body for consideration at a public meeting. While not required, staff believes that it is important to follow best practices and provide transparency by submitting the City’s Investment Policy (Attachments A and B) to Council annually for consideration and approval at a public meeting. The Santa Monica City Charter designates the Director of Finance (as the City Treasurer) as the custodian of all public funds. Additionally, State law requires that the Council delegate investment authority to the City Treasurer for a one-year period, renewable annually.

The current delegation of authority carries through February 28, 2026.

Discussion

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City investments are made only in those instruments specifically authorized by California State laws, primarily Sections 53601, 16429.1, and 53684 et seq. of the Government Code. Within these legal guidelines, the three primary objectives of the City’s Investment Policy and investment practices, in priority order are:
• Safety – Safety of principal is the foremost objective of the City’s investment program. City investments shall be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio by diversifying its investments among a variety of securities offering independent returns. • Liquidity – City investments are kept sufficiently liquid to enable the City to meet all operating requirements which might be reasonably anticipated by structuring the portfolio so that securities mature concurrently with anticipated cash needs to the extent possible. Investments are primarily made in securities with active secondary or resale markets. Additionally, an adequate liquidity buffer is maintained for extraordinary circumstances.
• Rate of Return – The City’s investment portfolio is designed with the objective of attaining a market rate of return throughout budgetary and economic cycles taking into account safety and liquidity requirements. The benchmark may vary from time to time depending on the economic and budgetary conditions present.

The City continues to abide by the highest professional standards in the management of public funds. While the investment strategy is flexible and can change based on market and economic conditions, the legal and policy guidelines governing these investment decisions remain relatively static. The City’s Investment Policy also includes socially responsible investment principles. In addition to following the guidelines previously set by Council, the City considers Economic, Social, and Governance (ESG) ratings and performance as well as certain social impact factors when making investment decisions.

Additionally, the policy also reflects March 8, 2022, Council direction to divest City funds from Russian assets. The City’s general investment portfolio has no direct investments in Russian companies and holds no sovereign Russian debt. As of December 31, 2025, the portfolio does include approximately $117.2 million (book value) in bonds from corporations that had business relationships in Russia or may have investment holdings

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in Russia. Most have announced a termination, suspension, or limitation of business activity in Russia. Additional detail is included in the April 6, 2022 Information Item included as Attachment B to this report. The City’s Russian divestment actions as outlined in the April 6, 2022 Information Item remain in place.

An ongoing basis, staff conducts reviews of public agency investment best practices, as well as relevant statutory and regulatory updates, to ensure the City’s Investment Policy remains compliant with State law and aligned with industry standards. Minor revisions to the California Government Code became effective January 1, 2026. While these statutory updates do not materially affect the City’s current investment practices, the attached Investment Policy has been updated to incorporate the applicable changes.

In addition to conforming to recent Government Code amendments, the revised Policy includes several clarifications and technical updates. These refinements:
• Clarify the administration and oversight of pooled investments • Standardize and update technical investment and banking terminology • Update the delegation of investment authority to reflect current staff position titles
• Further clarify guidelines, parameters, terms, and allocation limits for authorized investments, consistent with California law
These updates are intended to improve clarity, ensure continued compliance, and support effective administration of the City’s investment program.

Environmental Review
The updated investment policy is exempt from CEQA pursuant to Section 15061(b)(3) of the CEQA Guidelines, 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 policy is administrative in nature. Therefore, it can be seen with certainty that the policy would not result in adverse physical impacts on the environment, and as such, is exempt from CEQA.

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Financial Impacts and Budget Actions
There is no immediate financial impact or budget action necessary as a result of the recommended actions. Staff provides monthly reports to the City Council and the City Manager describing the present status of City investments and monies held by the City, as well as summarizing all investment transactions for the month. Projected investment earnings are included in the FY 2025-26 Adopted Budget.

Prepared By: Cynthia Caiman, Senior Treasury Analyst
Approved Forwarded to Council
Attachments:

A. Attachment A - Annual Update on City Investment Policy (2026) B. Attachment B - Information Item Russian Divestment (April 6, 2022)

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1 Revised 2/2026

INVESTMENT POLICY FOR THE CITY OF SANTA MONICA

1. POLICY
It is the policy of the City of Santa Monica (City) to invest public funds in a manner which will safely preserve portfolio principal, provide adequate liquidity to meet the City’s cash flow needs, and optimize returns while conforming to all federal, state, and local statutes governing the investment of public funds. Should any applicable provisions of these statutes change from those included herein, such provision shall be considered incorporated in the policy. The policy should be submitted to the City Council annually for review and approval.

2. SCOPE
This investment policy applies to all cash and financial investments of the various funds of the City of Santa Monica as identified in the City's Annual Financial Report, with the exception of those financial assets explicitly excluded from coverage by the Investment Policy for legal or operational reasons. Cemetery and Mausoleum Perpetual Care Funds are private funds held in trust and managed by the City. These funds do not fall under the guidelines of the Government Code sections noted in Section 8.0 of this Policy but are invested by an outside investment manager under guidelines established by the City Council.

All City funds are listed in Attachment 1-A. The Investment Policy will also apply to all new funds created unless specifically exempted.

Except as otherwise noted, City funds are pooled for investment purposes.

Investment income will be allocated to Enterprise and various Special Revenue Funds, at the discretion of the City Treasurer, based on their respective participation and in accordance with generally accepted accounting principles. Interest is allocated on a quarterly basis.

3. PRUDENCE
All investments and evaluation of investments shall be made with the Prudent Investor Standard as set forth in California Government Code Section 53600.3.

Investments shall be made with judgment and care, under circumstances then prevailing, including, but not limited to, the general economic conditions and the anticipated needs of the agency that a prudent person acting in a like capacity and familiarity with those matters would use in the conduct of funds of a like character and with like aims, to safeguard the principal and maintain the liquidity needs of the agency.

Attachment A

4.D.a
Packet Pg. 104 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) 2 The standard of prudence shall be applied in the context of managing an overall portfolio.

Investment officers acting in accordance with written procedures and the investment policy and exercising due diligence shall be relieved of personal responsibility for an individual security’s credit risk or market price changes, provided deviations from expectations are reported in a timely fashion and appropriate action is taken to control adverse developments.

4. INVESTMENT OBJECTIVES
The primary objective of all City investments, in priority order, shall be:

4.1 SAFETY
Safety of principal is the foremost objective of the investment program. City investments shall be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio. To attain this, the City will diversify its investments by investing funds in securities of various types and maturity dates, and from various issuers offering independent returns.

4.2 LIQUIDITY
Liquidity is the ability to change an investment into its cash equivalent on short notice at its prevailing market value. The City’s investment portfolio shall remain sufficiently liquid to enable the City to meet all operating requirements which might be reasonably anticipated. This is accomplished by structuring the portfolio so that securities mature concurrently with anticipated cash needs.

Since all possible cash demands cannot be anticipated, the portfolio will maintain a liquidity “buffer” and invest primarily in securities with active secondary or resale markets.

4.3 RATE OF RETURN
The City’s investment portfolio shall be designed with the objective of attaining a market rate of return throughout budgetary and economic cycles, taking into account safety and liquidity requirements. The benchmark may vary from time to time depending on the economic and budgetary conditions present. At no time shall funds be invested in any security that could result in zero interest accrual if held to maturity except as specified in Section 8.2 of this policy.

5. INVESTMENT AUTHORITY DELEGATION
In accordance with the Santa Monica City Charter, Section 711, the City Council delegates to the City Treasurer the authority to invest City funds. In the absence of the Director of Finance, as City Treasurer, the Business & Revenue Operations Manager, Revenue Operations Administrator, or the Senior Treasury Analyst may execute investment transactions per instructions from the Director of Finance or per prior written authorization. Section 53607 of the State of California Government Code limits the authorization of the legislative body to delegate investment authority to a one- year period, renewable annually.

Attachment A

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Packet Pg. 105 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) 3 5.1 INVESTMENT PROCEDURES
The Director of Finance is responsible for conducting and reporting on all City investments. To facilitate this function, the Director of Finance or their designee will prepare and maintain an Investment Procedures Manual detailing procedure for the operation of the investment program consistent with this policy. The manual should include reference to custodian services, banking services contracts, collateral/depository agreements, and repurchase agreements. The manual shall also include explicit delegation of authority to persons responsible for investment transactions. No person may engage in investment transactions except as provided under the terms of this policy and the procedures established by the Director of Finance. Additionally, the manual will explicitly include a current listing of all City of Santa Monica financial institution deposit and investment accounts, a current copy of or link to State laws pertinent to City investments, a description of specific controls to ensure the proper execution of the City Investment Policy, and copies, with instructions, of all investment reports required by law or by City Investment Policy.

5.2 INVESTMENT COMMITTEE AND REVIEW OF INVESTMENT PORTFOLIO An Investment Committee (the Committee) shall be established consisting of the City Manager, the Assistant City Manager, the Director of Finance, one other department head serving one-year terms on a rotating basis, and one qualified citizen representative, appointed by the City Manager for a one-year term, who possesses strong skills and knowledge in the areas of finance and economics.

The one-year terms for the citizen representative and the department head may be extended at the discretion of the City Manager. The purpose of the Committee is to provide general oversight and act in an advisory capacity. The Committee will attempt to meet once each calendar quarter to review and evaluate previous investment activity, to review the current status of all funds held by the City, to discuss anticipated cash requirements and investment activity for the next quarter, and to discuss investment strategy. Three members of the committee shall constitute a quorum to do business.

6. ETHICS AND CONFLICTS OF INTEREST
The Director of Finance and other employees involved in the investment process shall refrain from personal business activity that could conflict with proper execution of the investment program, or which could impair their ability to make impartial investment decisions. The Director of Finance and other employees involved in the investment process shall disclose any material interests in financial institutions with which they conduct business within their jurisdiction, and they shall further disclose any material personal financial/investment positions that could be related to the performance of the City’s investment portfolio and shall refrain from personal investment transactions with the same individual or firm with whom business is conducted on behalf of the City.

Attachment A

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Packet Pg. 106 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) 4 The Director of Finance, employees involved in the investment process and the citizen representative are required to file annual disclosure statements as required by the Fair Political Practices Commission. During the course of the year, if there is an event subject to disclosure that could impair the ability of the Director of Finance or investment employees to make impartial decisions, the City Council will be notified in writing within ten (10) days of the event.

7. AUTHORIZED FINANCIAL DEALERS AND INSTITUTIONS
The City shall transact business only with issuers, banks, savings and loans, and registered securities dealers. The purchase of any investment, other than those purchased directly from the issuer, shall be purchased from either an institution licensed by the State as a broker/dealer as defined in Section 25004 of the Corporation Code, who is a member of FINRA (Financial Industry Regulatory Authority), or a member of a federally regulated securities exchange, a national or state chartered bank, a federal or state association (as defined by Section 5102 of the Financial Code), or a brokerage firm designated as a primary dealer by the Federal Reserve Bank.

The Director of Finance’s staff or its investment advisor shall periodically conduct a “Request for Qualifications” process to investigate broker/dealers that wish to do business with the City. All institutions that desire to become a broker/dealer for the City must complete the City’s “Broker/Dealer Request for Information” and “Broker/Dealer Certification”. Staff or its investment advisor will evaluate broker dealers based on the qualifications of the firm and the individual broker(s) assigned to the City. The evaluation will be based on experience of the broker in servicing public fund investment portfolios, market capitalization of the firm, the brokers’ ability to access markets in securities appropriate to the City’s needs, and the brokers’ agreement to abide by the City’s Investment Policy. Selection as an approved broker/dealer does not guarantee that the firm will conduct any investment transactions with the City
The Director of Finance or its investment advisor shall conduct periodic reviews of the financial condition and other qualifications of all approved financial institutions and broker/dealers to determine if they continue to meet the City’s guidelines for qualification as defined in this section. Additionally, the City or its investment advisor shall keep the current audited financial statements on file for each approved financial institution and broker/dealer with which the City conducts investment transactions. A listing of websites where these financial statements may be viewed may substitute for physical hard copies of the statements.

The City may utilize the services of an investment advisor. The advisor must be registered with the Securities and Exchange Commission (SEC) under the Investment Advisor Act of 1940. Additionally, if the City utilizes an SEC registered investment advisor, the advisor shall maintain a list of authorized broker-dealers and complete the appropriate due diligence required by the SEC. The investment advisor may use its own list of approved broker/dealers and financial institutions for investment purposes on behalf of the City. The investment advisor shall submit the Attachment A

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Packet Pg. 107 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) 5 list of approved broker/dealers to the Director of Finance on an annual basis. The Director of Finance may restrict the use of a broker/dealer which may be deemed unsuitable.

8. AUTHORIZED AND SUITABLE INVESTMENTS
Investments shall be made only in those instruments specifically authorized by California State laws, primarily Sections 53601, 53601.6, 53601.8, 16429.1, and 53684 et seq. of the Government Code and to no greater an extent than authorized by those laws. These laws and Additional City Guidelines are summarized below and in the table in Attachment 1 B.

California Local Agency Bonds and Obligations
California State Code: 53601 (e)
Maximum Term: 5 years
Maximum Type Allocation: No limit
Maximum Issuer Concentration: 5% per Additional City Guidelines Minimum Issuer Rating: None
Other: Council authorized up to 15% of the portfolio may be invested in remaining term to maturity of over
five and up to fifteen years
United States (U.S.) Treasury Obligations
California State Code: 53602 (b)
Maximum Term: 5 years
Maximum Type Allocation: No limit
Maximum Issuer Concentration: None
Minimum Issuer Rating: None
Other: Council authorized up to 15% of the portfolio may be invested in remaining term to maturity of over
five and up to fifteen years
State Obligations – California and Others
California State Code: 53601 (c) (d)
Maximum Term: 5 years
Maximum Type Allocation: No limit
Maximum Issuer Concentration: 10% California, 5% Other States Minimum Issuer Rating: None
Other: Council authorized up to 15% of the portfolio may be invested in remaining term to maturity of over
five and up to fifteen years
United States (U.S.) Agency Obligations (“GSE”, also known as “Federal Agencies”) California State Code: 53602 (f)
Maximum Term: 5 years
Maximum Type Allocation: No limit
Attachment A

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Packet Pg. 108 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) 6 Maximum Issuer Concentration: 50%
Minimum Issuer Rating: None
Other: Council authorized up to 15% of the portfolio may be invested in remaining term to maturity of over
five and up to fifteen years
Bankers’ Acceptances
California State Code: 53601 (g)
Maximum Term: 180 days
Maximum Type Allocation: 40%
Maximum Issuer Concentration: 10%
Minimum Issuer Rating: A-1, P-1, F-1 equivalent or better by a nationally recognized statistical-rating organization
(NRSRO), if the rating falls below required
guidelines the information shall be reported to
the County Treasurer
Other: The kind and maturities made eligible by law for rediscount with Federal Reserve Banks
Commercial Paper (“CP”)
California State Code: 53601(h)(2)(c)
Maximum Term: 397 days
Maximum Type Allocation: 25% per Additional City Guidelines Maximum Issuer Concentration: 5% in aggregate with corporate notes/bonds and certificate of deposits (“CDs”)
Minimum Issuer Rating: A-1, P-1, F-1 equivalent or better by a NRSRO Other: Issuer must meet the following criteria: Is
organized and operating in the United States as
a general corporation, has total assets in excess
of $500 million, has debt other than commercial
paper, if any, that is rated in a rating category of
“A” or its equivalent or higher by an NRSRO, or;
is organized within the United States as a special
purpose corporation, trust, or limited liability
company, and has program wide credit
enhancements including, but not limited to,
overcollateralization, letters of credit, or a surety
bond
Negotiable Certificates of Deposit
California State Code: 53601(i)
Maximum Term: 5 years
Maximum Type Allocation: 30%
Maximum Issuer Concentration: 5% in aggregate with corporate notes/bonds and CP
Minimum Issuer Rating: A-1, P-1, F-1 equivalent or better by a NRSRO, if longer than one year, the issuing entity shall have
Attachment A

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Packet Pg. 109 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) 7 a long-term rating of A category, equivalent, or
better by a NRSRO
Other: Issued by State and Federally chartered banks
and savings institutions, including U.S. branches
of foreign banks regulated by State regulatory
authorities (“Yankee CD”)
Deposit/CD Placement Services
California State Code: 53601.8 and 53635.8
Maximum Term: 5 years
Maximum Type Allocation: 50% until January 1, 2031
Maximum Issuer Concentration: 5% in aggregate with corporate notes/bonds and CP
Minimum Issuer Rating: None
Other: This limit does not apply to placement serviceassisted CD’s Repurchase Agreements
California State Code: 53601 (j)
Maximum Term: 1 year
Maximum Type Allocation: No limit
Maximum Issuer Concentration: Not applicable
Minimum Issuer Rating: Not applicable
Collateral: 102%, by treasury and federal agency securities Marked-to-Market At least weekly
Other: Executed with a bank organized and operating or
licensed to operate in the United States under
federal or state law or a securities dealer which
is a registered broker/dealer, designated by the
Federal Reserve Bank of New York as a primary
dealer in United States government securities,
and in full compliance with all applicable capital
requirements, City Treasurer maintains a list of
approved counterparties following a thorough
review, counterparties execute a Master
Repurchase Agreement, counterparties regularly
provide audited financial statements
Reverse Repurchase Agreements/Securities Lending Agreements California State Code: 53601 (j)
Maximum Term: 92 days
Maximum Type Allocation: 20% of the base value of the portfolio Maximum Issuer Concentration: Not applicable
Minimum Issuer Rating: Not applicable
Collateral: 102%, by treasury and federal agency securities Marked-to-Market At least weekly
Attachment A

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Packet Pg. 110 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) 8 Other: Must be made with primary dealers of the Federal Reserve Bank of New York and the securities
used for the agreement must have been held by
the local agency for at least 30 days.

Counterparties execute a Master Repurchase
Agreement, counterparties regularly provide
audited financial statements
Medium-Term Corporate Notes
California State Code: 53601 (k)
Maximum Term: 5 years
Maximum Type Allocation: 30%
Maximum Issuer Concentration: 5% in aggregate with CDs and CP Minimum Issuer Rating: A category, equivalent, or better by a NRSRO Other: Purchased from a registered broker/dealer,
issued by corporations organized and operating
in the United States, if the rating falls below
required guidelines the information shall be
reported to the City Treasurer
Mutual Funds
California State Code: 53601 (l)
Maximum Term: 1 day
Maximum Type Allocation: 20%
Maximum Issuer Concentration: 10%
Minimum Issuer Rating: Funds are invested in securities and obligations authorized by sub- divisions (a) through
(m) of Section 53601 and 53635, (any of the
authorized
investments for local agencies) the investment
company must be in highest ranking provided by
not less than two of the three largest nationally
recognized rating services OR must have the
investment advisor registered with the SEC with
no less than 5 yrs. experience
and have assets under mgmt. in excess of $500
million or a fund must
Other: None
Supranational Obligations
California State Code: 53601(q)
Maximum Term: 5 years
Maximum Type Allocation: 30%
Maximum Issuer Concentration: 10%
Minimum Issuer Rating: Must be rated AA or better by a NRSRO. Must be senior unsubordinated obligations
denominated in U.S. Dollars. If the rating falls
Attachment A

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Packet Pg. 111 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) 9 below required guidelines the information shall
be reported to the City Treasurer
Other: Issued by International Bank for Reconstruction
and Development (“IBRD”), International
Finance Corporation (“IFC”), or the InterAmerican Development Bank (“IDB”).

Obligations shall be denominated in U.S. dollars,
be senior unsecured unsubordinated debt,
purchased from a registered broker/dealer
Money Market Funds
California State Code: 53601 (r)
Maximum Term: 1 day
Maximum Type Allocation: 20%
Maximum Issuer Concentration: 20%
Minimum Issuer Rating: The money market funds must have an average weighted maturity of 90 days or less and abide by
SEC regulations; funds must receive the highest
ranking by 2 of the 3 largest nationally
recognized rating agencies OR retain an
investment advisor who is registered, or exempt
from registration, with the SEC and has at least
5 years’ experience managing money market
funds in excess of $500 million
Other: Invest in U.S. Treasuries, U.S. Federal Agencies, or repurchase agreements fully collateralize by
U.S. treasury/federal agency securities, and
maintain a constant net asset value (“NAV”)
Collateralized Certificates of Deposit
California State Code: 53601 (n)
Maximum Term: 5 years
Maximum Type Allocation: No limit
Maximum Issuer Concentration: 10%
Minimum Issuer Rating: None
Other: Banks: deposit not to exceed the total of paid-in capital surplus; S&Ls: deposit not to exceed the
greater of total net worth or
$500,000; State and Federal credit unions:
deposit shall not exceed the greater of the total
of unpaired capital and surplus or $500,000;
Must be collateralized to 110% of the CD value
by other eligible securities; Investments in
certificates of deposits of state or federal credit
unions if any member of the city’s governing or
managing officers (council, city manager, fiscal
officers) serves on the credit union board or key
committee positions is prohibited
Attachment A

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Packet Pg. 112 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) 10 Mortgage Pass-Through
California State Code: 53601 (o)
Maximum Term: 5 years
Maximum Type Allocation: 20%
Maximum Issuer Concentration: Not applicable
Minimum Issuer Rating: AA equivalent or better by two NRSRO Other: Must be purchased at par or at a discount.

Premium purchases prohibited
Bank/Time Deposits
California State Code: 53630 and 53601(n)
Maximum Term: 5 years
Maximum Type Allocation: None
Maximum Issuer Concentration: None
Minimum Issuer Rating: None
Local Agency Investment Fund (“LAIF”)
California State Code: 16429.1
Maximum Term: None
Maximum Type Allocation: $75 million (per LAIF account) Maximum Issuer Concentration: None
Other: Separate accounts can be established for
different legal entities. Monies are invested in
pooled state fund managed by State Treasurer.

Maximum 15 transactions per month
Joint Powers Authority Pool
California State Code: 53601 (p)
Maximum Term: None
Maximum Type Allocation: 25%
Maximum Issuer Concentration: 25%
County Pooled Investment Funds
California State Code: 27133
Maximum Term: None
Maximum Type Allocation: None
Maximum Issuer Concentration: None
Public Bank
California State Code: 53601(r), 53635(c), and 57603
Maximum Term: 5 years
Maximum Type Allocation: None
Maximum Issuer Concentration: None
Attachment A

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Packet Pg. 113 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) 11 9. Diversification Parameters
The Investment Program shall follow the diversification parameters delineated in the Authorized Investment section of this document and the following, which all shall be calculated based on market value of the portfolio at time of purchase:
 Issuer: No more than 5% in aggregate corporate exposure (CD, CP, corporate notes)
 Callable Securities: No more than 20%
 Callable Step Rate Securities: No more than 10%
 Floating Rate Securities: No more than 10%
In addition to following all legal guidelines, the portfolio will preserve principal, maintain adequate liquidity to meet all City obligations, contain an appropriate level of interest rate risk, and be diversified across types of investments, maturities, and institutions to minimize credit risk and maintain an appropriate return.

10. PROHIBITED INVESTMENTS AND TRANSACTIONS
a) Prohibited investments include inverse floaters, range notes, interest only strips derived from a pool of mortgages (collateralized mortgage obligations), and any security that could result in zero interest accrual if held to maturity, as specified in Section 53601.6.
b) Notwithstanding the prohibition in paragraph (a), the City may invest in securities issued by, or backed by, the United States government that could result in zero- or negative-interest accrual if held to maturity, in the event of, and for the duration of, a period of negative market interest rates.

This shall remain in effect only until January 1, 2031.

11. INVESTMENTS HELD AND/OR MANAGED BY FISCAL AGENTS AND TRUSTEES In addition to the main pooled portfolio, the City may hold and invest certain other funds that are restricted as to use. One example is bond proceeds held by fiscal agents. Investments of bond or loan proceeds will be made in accordance with Government Code Section 53601 (m), which states that money from bond proceeds should be invested as specified by bond documents, and in accordance with specific bond covenants. In most cases these investments will be made under the same guidelines as other City investments. Another example is funds received from legal settlements that are restricted for a certain purpose, which will be invested in accordance with legal or escrow agreements that may be more restrictive than the City’s Investment Policy.

As noted previously in this Policy, Cemetery and Mausoleum Perpetual Care Funds are private funds held in trust by the City. These funds are invested by an outside investment manager under guidelines adopted by the City Attachment A

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Packet Pg. 114 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) 12 Council and do not fall under the guidelines of the Government Code sections noted in Section 8.0 of this Policy. The Director of Finance’s staff monitors all investment activity of these funds to ensure guidelines are followed.

12. INVESTMENT POOLS/MUTUAL FUNDS
A thorough investigation of any pooled investment funds, including mutual funds, is required prior to investing, and on a continual basis. To accomplish this, a questionnaire will be used to evaluate the suitability of the pooled fund. The questionnaire will answer the following general questions:
 A description of eligible investment securities, and a written statement of investment policies and objectives.
 A description of interest calculations and how it is distributed, and how gains and losses are treated.
 A description of how the securities are safeguarded (including the settlement processes), and how often the securities are priced and the program audited.  A description of who may invest in the program, how often, and what size deposit and withdrawal are allowed.
 A schedule for receiving statements and portfolio listings.  Are reserves, retained earnings, etc., utilized by the pool/fund?  A fee schedule, and when and how fees are assessed.
 Is the pool/fund eligible for bond proceeds and/or will it accept such proceeds? For mutual funds, a fund prospectus can substitute for the questionnaire.

13. COLLATERALIZATION
California Government Code Sections 53652, et seq. requires depositories to post certain types of collateral for public funds above the Federal Deposit Insurance Corporation (FDIC) insurance amounts. The collateral requirements apply to bank deposits, both active (checking and savings accounts) and inactive (non-negotiable certificates of deposit).

Collateralization is also required for repurchase agreements. In order to anticipate market changes and provide a level of security for all funds, the collateralization level will be 102% of the market value of principal and accrued interest, and the value shall be adjusted no less than quarterly. Collateral will be in the form of U.S. Treasury Obligations or U.S. Agency Securities.

Collateral will always be held by an independent third party with whom the entity has a current custodial arrangement. A clearly marked evidence of ownership (safekeeping receipt) must be available to be supplied to the City, if requested, and retained. The right of collateral substitution is granted.

Attachment A

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Packet Pg. 115 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) 13 14. SAFEKEEPING AND CUSTODY
In accordance with California Government Code Section 53601, all securities owned by the City shall be held in the City’s name by an independent third-party bank trust department or custodial institution, acting as an agent for the City under terms of a formal custody agreement. The custodian shall be separate from the broker-dealer and/or investment advisor that executes investment transactions. Collateral for repurchase agreements will be held by a third-party custodian under terms of the Master Repurchase Agreement.

All securities will be received and delivered using a delivery vs. payment (DVP) basis, which ensures that securities are deposited with the third-party custodian prior to the release of funds. Securities held by the third-party custodian will be evidenced by safekeeping receipts and/or bank statements. Investments in the State Local Agency Investment Fund (LAIF) or money market mutual funds are undeliverable and are not subject to delivery or third-party safekeeping.

Investment trades shall be verified against bank transactions and/or broker confirmation tickets; or investment advisor’s transaction summary tickets. On a monthly basis, the custodial asset statement shall be reconciled with the monthend portfolio holdings.

15. DIVERSIFICATION
The City will diversify its investments by security type, institution, and maturity date.

Concentration limits are set by the State Government Code (see Attachment B) and Section 8.0 (Authorized and Suitable Investments) of this policy.

16. MAXIMUM MATURITIES
To the extent possible, the City will attempt to match its investments with anticipated cash flow requirements. Most investments will be made in securities with a term remaining to maturity of five years or less. However, on February 22, 2022, the City Council granted authority to invest in securities with a remaining term in excess of five years as part of the City’s overall investment program. Per that authorization, up to 15% of the portfolio value may be invested in U.S. government, Federal Agency, or Municipal securities with remaining maturities at the time of purchase between five and fifteen years. Per State law, the settlement date of the investment purchase is considered the start date of the remaining term to maturity. Further maturity limitations per State Code are shown in Attachment B. The weighted average maturity of the investment portfolio should be three years or less.

In order to minimize the impact of market risk, most investments will be purchased with the intent to hold to maturity. Investments may be sold prior to maturity for cash flow needs, portfolio rebalancing and/or appreciation purposes, or in order to mitigate portfolio risk by limiting potential losses. However, no investment shall be made based solely on earnings anticipated from capital gains. Due to the uncertain nature Attachment A

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Packet Pg. 116 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) 14 of cash flow requirements, a portion of the portfolio should be continually invested in readily available funds.

17. INTERNAL CONTROLS
The Director of Finance shall be responsible for ensuring that all investment transactions comply with the City’s Investment Policy and for establishing internal controls that are designed to prevent losses due to fraud, negligence, and third-party misrepresentation.

The Director of Finance will also establish internal control procedures addressing wire transfer controls, separation of duties and administrative controls, avoidance of collusion, separation of transaction authority from accounting procedures, documentation of investment transactions, and monitoring of results.

As part of its annual audit of the City, the City’s external auditor will review compliance with statutes, policies, and procedures.

18. PERFORMANCE STANDARDS
The portfolio shall be designed with the objective of obtaining a rate of return throughout budgetary and economic cycles, commensurate with investment risk constraints and cash flow needs.

18.1 MARKET YIELD (Benchmark)
The City’s overall investment strategy is passive. Given this strategy, the basis used by the Director of Finance to determine whether appropriate and suitable market yields are being achieved shall be to identify a comparable benchmark to the portfolio’s investment duration, e.g., the 0-5 Year Treasury Index 30 month moving average. Benchmarks may change over time depending on the portfolio’s duration.

19. REPORTING
In accordance with State law and the City Charter, monthly reports will be made to the City Council and the City Manager describing the present status of City investments and monies held by the City, as well as summarizing all investment transactions for the month. Schedules in the monthly report should include the following:
 A complete list of investments including the type of the investment, name of the issuer, maturity date, par value, book value, and market value  The source of market value data
 The weighted average maturity and yield to maturity of the portfolio Attachment A

4.D.a
Packet Pg. 117 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) 15  Coupon, discount, or earnings rate for each security  Percentage of portfolio represented by each investment category  A certification of compliance with the Investment Policy  A statement denoting the City’s ability to meet its anticipated expenditures requirements for the next six months
 Benchmark comparison
 Investment transactions (Note: this is per Cal Code 53607) Records of all investment transactions will be kept and filed in the Finance Department in accordance with legal guidelines and records retention policies.

20. SOCIALLY RESPONSIBLE INVESTING
RESTRICTIONS – The direct investment of City funds are restricted as follows:
a. Investments should be made in entities that support clean and healthy environment, including following safe and environmentally sound practices. b. No investments will be made in fossil fuel companies as defined by “The Carbon Underground 200” list maintained and published by the organization FFI Solutions or in banking institutions that provide financing to said companies. c. No investments are to be made in tobacco or tobacco-related products. d. No investments are to be made to support the production of chemical or biological weapons or automatic or semi-automatic rifles, machine guns and crew-served weapons, marketed for civilian sale and use.
e. Investments should be made in entities that support equality of rights regardless of sex, race, age, disability, sexual orientation, gender identity or veteran status. f. Investments should be made in entities that promote community economic development.
g. City bans investment in cryptocurrency and crypto-related products.

Funds invested with a trustee and/or outside investment managers such as the Cemetery and Mausoleum Perpetual Care Funds will comply with this section of the policy.

21. COMMUNITY REINVESTMENT ACT (CRA)
The City will deposit funds only in those financial institutions, which have a CRA rating (as determined by the appropriate regulatory body) of "Outstanding" or "Satisfactory".

Attachment A

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Packet Pg. 118 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) 16 22. INVESTMENT POLICY ADOPTION
The City’s investment policy shall be reviewed and adopted by the City Council annually. The Investment Committee will review the policy periodically to ensure its consistency with the overall objectives of preservation of principal, liquidity, and return, and its conformance with current law, financial and economic trends, and cash flow needs of the City.

Attachment A

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Packet Pg. 119 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) A-1
ATTACHMENT 1-A
City of Santa Monica Funds for Cash Pooling
The following listed City of Santa Monica funds shall have their cash balances pooled for investment purposes.

FUND

NUMBER FUND NAME
1 GENERAL FUND
10 SPECIAL REVENUE SOURCE FUND
11 BEACH RECREATION FUND
12 HOUSING AUTHORITY FUND
14 TENANT OWNERSHIP RIGHTS CHARTER AMENDMENT
16 CLEAN BEACHES AND OCEAN PARK PARCEL TAX FUND
17 TRAFFIC SAFETY FUND
18 SCAQMD AB2766 FUND
19 COMMUNITY DEVELOPMENT BLOCK GRANT (CBDG) FUND
20 MISCELLANEOUS GRANTS FUND
21 ASSET SEIZURE FUND
22 CITIZENS OPTION FOR PUBLIC SAFETY FUND
25 RENT CONTROL FUND
26 GAS TAX FUND
27 LOCAL RETURN FUND
28 PARKS AND RECREATION FACILITIES FUND
29 MEASURE GS FUND
41 LOW/MODERATE INCOME HOUSING ASSET FUND
50 WATER FUND
51 WASTEWATER FUND
52 STORMWATER MANAGEMENT FUND
53 PIER FUND
54 RESOURCE RECOVERY & RECYCLING FUND
57 AIRPORT FUND
59 CEMETERY FUND
60 BIG BLUE BUS FUND
61 PARKING AUTHORITY FUND
70 VEHICLE MANAGEMENT FUND
71 INFORMATION TECHNOLOGY REPLACEMENT & SERVICES FUND
72 SELF INSURANCE-GENERAL LIAB/AUTO FUND
73 SELF INSURANCE-BUS FUND
74 SELF INSURANCE WORKERS-COMPENSATION FUND
75 SELF INSURANCE-ADMIN FUND
80 GENERAL TRUST FUND
81 CEMETERY PERPETUAL CARE FUND
82 MAUSOLEUM ENDOWMENT FUND
Attachment A

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Packet Pg. 120 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) B18
ATTACHMENT 1-B
Summary of State of California Statutes Applicable to Municipal Investments The following investments are authorized by California State Code, Title 5, Division 2, and Sections 53600, 53601, 53631.5 and 53635. See code sections for complete descriptions.

Type of Investment
CA Gov.

Code
% of Funds
Permitted
Santa Monica%
Funds Authorized
CA Gov.

Code Max
Final Maturity
Santa
Monica
Maximum
Final
Maturity
Gov’t Code
Sections
California Local Agency Bonds and
Obligations
100% 5% of a single issuer 5 Years 15 Years (up
to 15%)
53601(e)
United States Treasury notes,
bonds, bills or certificates of
indebtedness
100% 100% 5 Years 15 Years (up
to 15%)
53601(b)
State Obligations (CA) – and Others 100% 5% of a single issuer 5 years 15 years (up to 15%)
53601(c)
53601(d)
Federal Agency or U.S. government
sponsored enterprise (GSE)
obligations
100% 100%; 50% of a
single issuer
5 years 15 years (up
to 15%)
53601(f)
Banker's Acceptances 40%; 30% of a
single issuer
40%; 30% of a single
issuer
180 days 180 days 53601(g)
Commercial Paper (Non-Pooled
Funds (min $100 million)
40%; 10% of a
single issuer
25%; 5% of a single
issuer
397 days 397 days 53601
(h)(2)(c)
Negotiable Certificates of Deposits 30% 30%; 10% of a single issuer
5 years 5 years 53601(i)
Deposit/CD Placement Services 50% 50%, 50% of a single
issuer
5 years 5 years 53601.8 &
53635.8
Repurchase Agreements 100% 100% 1 year 1 year 53601(j)
Reverse Repurchase
Agreements/Securities Lending
Agreements
20% 20% 92 days 92 days 53601(j)
Medium Term Corporate Notes 30% 30%; 5% of a single
issuer
5 years 5 years 53601(k)
Mutual Funds 20% 20%; 10% of a single
issuer
N/A N/A 53601(l) &
53601.6(b)
Supranationals 30% 30% 5 years 5 years 53601(q)
Money Market Funds 20%; 20%; N/A N/A 53601(l) &
53601.6(b)
Collateralized Certificates of 100% 100% 5 years 5 years 53601 et Attachment A

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Packet Pg. 121 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) B19
Deposit seq. &
53601(n)
Mortgage Pass-Through 20% 20% 5 years 5 years 53601(o)
Bank/Time Deposits 100%, 100% 5 years 5 year ??
Local Agency Investment Fund
(LAIF)
$75 million per
account
75% million per
account
N/A N/A 16429.1
Joint Powers Authority Pool 100% 100% N/A N/A 53601(p)
County Pooled Investment Funds 100% 100% N/A N/A 27133
Public Bank 100% 100% N/A N/A 53601 (r),
53635 (c) &
57603
Bond Proceeds
Bond proceeds may be invested in accordance with the State Code and bond indenture provisions.

Attachment A

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Packet Pg. 122 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) C-1
ATTACHMENT 1-C

GLOSSARY
AGENCIES: Federal agency securities and/or Government Sponsored Enterprises (GSE’s).

ANNUAL COMPREHENSIVE FINANCIAL REPORT (ACFR): The official annual report for the City of Santa Monica. It includes basic financial statements for each individual fund and account group prepared in conformity with GAAP. It also includes supporting schedules necessary to demonstrate compliance with finance-related legal and contractual provisions, extensive introductory material, and a detailed Statistical Section.

ASKED: The price at which securities are offered for sale.

BANKERS’ ACCEPTANCE (BA): A draft or bill of exchange accepted by a bank or trust company. The accepting institution guarantees payment of the bill, as well as the issuer.

BASIS POINT: A basis point equals one one-hundredth of 1% (.01%).

BENCHMARK: A comparative base for measuring the performance or risk tolerance of an investment portfolio. The benchmark should represent a close correlation to the level of risk and the average duration of the portfolio.

BID: The price offered for securities.

BROKER: A broker brings buyers and sellers together for a commission.

CALLABLE SECURITY: A security that can be redeemed by the issuer before the scheduled maturity date.

CERTIFICATE OF DEPOSIT (CD): A time deposit with a specific maturity evidenced by a certificate. Large denomination CD’s are typically negotiable.

COLLATERAL: Securities, evidence of deposit or other property which a borrower pledges to secure repayment of a loan. Also refers to securities pledged by a bank to secure deposits of public monies.

COMMERCIAL PAPER (CP): An unsecured promissory note with a fixed maturity no longer than 270 days. Usually sold in discount form.

COUPON: (a). The annual rate of interest that a bond's issuer promises to pay the bondholder on the bond's face value. (b) A certificate attached to a bond evidencing interest due on a payment date.

DEALER: A dealer, as opposed to a broker, acts as a principal in all transactions, buying Attachment A

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Packet Pg. 123 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) C-2
and selling for his own account.

DELIVERY VERSUS PAYMENT (DVP): There are two methods of delivery of securities:
delivery versus payment and delivery versus receipt (also called free). Delivery versus payment is delivery of securities with an exchange of money for the securities. Delivery versus receipt is delivery of securities with an exchange of a signed receipt for the securities.

DEBENTURE: A bond secured only by the general credit of the issuer.

DERIVATIVES: (1) Financial instruments whose return profile is linked to, or derived from, the movement of one or more underlying indices or securities, and may include a leveraging factor, or (2) financial contracts based on notional amounts whose value is derived from an underlying index or security (interest rates, foreign exchange rates, equities, or commodities).

DISCOUNT: The difference between the cost price of a security and its value at maturity when quoted at lower than face value. A security selling below original offering price shortly after sale also is considered to be at a discount.

DISCOUNT SECURITIES: Non-interest-bearing money market instruments that are issued at a discount and redeemed at maturity for full face value (e.g., U.S. Treasury bills, commercial paper, Agency discount notes).

DIVERSIFICATION: Dividing investment funds among a variety of securities, issuers, and maturity dates offering independent returns.

DURATION: A measure of the timing of the cash flows, such as the interest payments and the principal repayment, to be received from a given fixed-income security. This calculation is based on three variables: term to maturity, coupon rate, and yield to maturity.

The duration of a security is a useful indicator of its price volatility for given changes in interest rates.

FEDERAL AGRICULTURAL MORTGAGE CORPORATION (FARMER MAC): Farmer Mac was created to increase access to and reduce the cost of capital for the benefit of American agriculture and rural communities. Farmer Mac provides financial solutions to a broad spectrum of the agricultural community, including agricultural lenders, agribusinesses, and other institutions.

FEDERAL CREDIT AGENCIES: Agencies of the Federal government set up to supply credit to various classes of institutions and individuals, e.g., S&L's, small business firms, students, farmers, farm cooperatives, and exporters.

FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC): A federal agency that insures bank deposits, currently up to $250,000 per deposit.

FEDERAL FARM CREDIT BANKS FUNDING CORPORATION (FFCB): The Federal Farm Credit Banks Funding Corporation is a leading provider of loans, leases and services Attachment A

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Packet Pg. 124 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) C-3
to rural communities and U.S. agriculture.

FEDERAL FUNDS: Non-interest-bearing deposits held by member banks at the Federal Reserve. Also used to denote "immediately available" funds in the clearing sense. "Fed Funds" also used to refer to these funds.

FEDERAL FUNDS RATE: The rate of interest at which private banks lend funds to other private banks. The Federal Open Market Committee (FOMC) sets a target rate. This actual rate is currently pegged by the Federal Reserve through open-market operations.

FEDERAL HOME LOAN BANKS (FHLB): Government sponsored wholesale banks (currently 12 regional banks) which lend funds and provide correspondent banking services to member commercial banks, thrift institutions, credit unions, and insurance companies. The mission of the FHLB’s is to liquefy the housing related assets of members who must purchase stock in their district Bank.

FEDERAL HOME LOAN MORTGAGE CORPORATION (FHLMC): A Government Sponsored Enterprise that provides liquidity to the mortgage markets, much like FNMA and FHLB. Also referred to as “Freddie Mac”.

FEDERAL NATIONAL MORTGAGE ASSOCIATION (FNMA): FNMA, like GNMA was chartered under the Federal National Mortgage Association Act in 1938. FNMA is a federal corporation working under the auspices of the Department of Housing & Urban Development, H.U.D. It is the largest single provider of residential mortgage funds in the United States. Fannie Mae, as the corporation is called, is a private stockholder-owned corporation. The corporation’s purchases include a variety of adjustable mortgages and second loans in addition to fixed-rate mortgages. FNMA's securities are also highly liquid and are widely accepted. FNMA assumes and guarantees that all security holders will receive timely payment of principal and interest.

FEDERAL OPEN MARKET COMMITTEE (FOMC): Consists of seven members of the Federal Reserve Board and five of the twelve Federal Reserve Bank Presidents. The President of the New York Federal Reserve Bank is a permanent member while the other Presidents serve on a rotating basis. The Committee periodically meets to set Federal Reserve guidelines regarding purchases and sales of Government Securities in the open market as a means of influencing the volume of bank credit and money.

FEDERAL RESERVE SYSTEM: The central bank of the United States created by Congress and consisting of a seven-member Board of Governors in Washington, D.C., 12 Regional Banks, and about 5,700 commercial banks that are members of the system.

Attachment A

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Packet Pg. 125 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) C-4
GOVERNMENTAL NATIONAL MORTGAGE ASSOCIATION (GNMA or Ginnie Mae):

Securities influencing the volume of bank credit guaranteed by GNMA and issued by mortgage bankers, commercial banks, savings and loan associations and other institutions. Security holder is protected by full faith and credit of the U.S. Government.

Ginnie Mae securities are backed by FHA, VA or FMHM mortgages. The term passthroughs is often used to describe Ginnie Maes.

GREEN BONDS: Green bonds are used to finance projects that promote environmental and/or climate benefits. Green bonds eligible for inclusion in the City’s investment portfolio are issued by government agencies, private corporations, and institutions such as the World Bank.

INVERSE FLOATERS: A structured note in which the coupon increase as interest rates decline and decrease as rates rise.

LIQUIDITY: Liquidity is the ability to change an investment into its cash equivalent on short notice at its prevailing market value. In the money market, a security is said to be liquid if the spread between bid and asked prices is narrow and reasonable size can be done at those quotes.

LOCAL AGENCY INVESTMENT FUND (LAIF): The aggregate of all funds from political subdivisions that are placed in the custody of the State Treasurer for investment and reinvestment.

MARKET VALUE: The price at which a security is trading and could presumably be purchased or sold.

MASTER REPURCHASE AGREEMENT: A written contract covering all future transactions between the parties to repurchase-reverse repurchase agreements that establishes each party's rights in the transactions. A master agreement will often specify, among other things, the right of the buyer-lender to liquidate the underlying securities in the event of default by the seller-borrower.

MATURITY: The date upon which the principal or stated value of an investment becomes due and payable.

MONEY MARKET: The market in which short-term debt instruments (bills, commercial paper, bankers' acceptances, etc.) are issued and traded.

OFFER: The price asked by a seller of securities (When you are buying securities, you ask for an offer). See ASKED AND BID.

OPEN MARKET OPERATIONS: Purchases and sales of government and certain other securities in the open market by the New York Federal Reserve Bank, as directed by the FOMC, in order to influence the volume of money and credit in the economy. Purchases inject reserves into the bank system and stimulate growth of money and credit; sales have the opposite effect. Open market operations are the Federal Reserve's most important and most flexible monetary policy tool.

Attachment A

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Packet Pg. 126 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) C-5
PORTFOLIO: Collection of securities held by an investor.

PRIMARY DEALERS: A group of government securities dealers that submit daily reports of market activity and positions and monthly financial statements to the Federal Reserve Bank of New York and are subject to its informal oversight. Primary dealers include Securities and Exchange Commission (SEC) registered securities broker-dealers, banks, and a few unregulated firms.

PRIME RATE: The rate at which banks lend to their best or "prime" customers.

PRINCIPAL: 1) the dollar cost of an issue excluding accrued interest. 2) The one who takes ownership in a transaction, as opposed to brokering or acting as agent.

PRUDENT PERSON RULE: An investment standard. In some states the law requires that a fiduciary, such as a trustee, may invest money only in a list of securities selected by the state (the so-called legal list). In other states, the trustee may invest in a security if it is one, which would be brought by a prudent person of discretion and intelligence who is seeking a reasonable income and preservation of capital.

QUALIFIED PUBLIC DEPOSITORIES: A financial institution which does not claim exemption from the payment of any sales or compensating use or ad valorem taxes under the laws of this state, which has segregated for the benefit of the commission eligible collateral having a value of not less than its maximum liability and which has been approved by the Public Deposit Protection Commission to hold public deposits.

RATE OF RETURN: The yield obtainable on a security based on its purchase price or its current market price. This may be the amortized yield to maturity on a bond or the current income return.

REPURCHASE AGREEMENT (RP OR REPO): A holder of securities sells these securities to an investor with an agreement to repurchase them at a fixed price on a fixed date. The security "buyer" in effect lends the "seller" money for the period of the agreement, and the terms of the agreement are structured to compensate him for this.

Dealers use RP extensively to finance their positions. Exception: When the Fed is said to be doing RP, it is lending money that is increasing bank reserves.

REVERSE REPO: An agreement whereby the dealer agrees to buy securities and the investor agrees to repurchase them at a later date.

SAFEKEEPING: A service to customers rendered by banks for a fee whereby securities and valuables of all types and descriptions are held in the bank's vaults for protection.

SECONDARY MARKET: A market made for the purchase and sale of outstanding issues following the initial distribution.

SEC RULE 15C3-1: See uniform net capital rule.

Attachment A

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Packet Pg. 127 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) C-6
SECURITIES AND EXCHANGE COMMISSION: Agency created by Congress to protect investors in securities transaction by administering securities legislation.

SOCIAL IMPACT BONDS: Social impact bonds are used to finance programs such as affordable housing, poverty reduction, or other positive sustainable and social outcomes.

Social impact bonds eligible for inclusion in the City’s investment portfolio are typically issued by government agencies, and institutions such as the World Bank.

STRUCTURED NOTES: Notes issued by Government Sponsored Enterprises (FHLB, FNMA, etc.) and Corporations which have embedded options (e.g. call features, step-up coupons, floating rate coupons, derivative based returns) into their debt structure. Their market performance is impacted by the fluctuation of interest rates, the volatility of the imbedded options, and shifts in the shape of the yield curve.

SETTLEMENT DATE: The date on which a trade is cleared by delivery of securities against funds. This date may be the same as the trade date or later.

SUPRA NATIONALS: For purposes of this investment policy - obligations issued by the International Bank for Reconstruction and Development, International Finance Corporation, or Inter-American Development Bank.

TRADE DATE: The date on which the buyer and seller agree to a transaction. The trade date may or may not be the date on which the securities and money changes hands (settlement date).

TREASURY BILLS: A non-interest-bearing discount security issued by the U.S. Treasury to finance the national debt. Most bills are issued to mature in three months, six months, or one year.

TREASURY BOND: Long-term coupon-bearing securities U.S. Treasury securities issued as direct obligations of the U.S. Government and having initial maturities of more than ten years.

TREASURY NOTES: Intermediate term coupon-bearing U.S. Treasury securities issued as direct obligations of the U.S. Government and having initial maturities of from one to ten years.

UNIFORM CAPITAL RULE: Securities and Exchange Commission requirement that member firms as well as non-member broker-dealers in securities maintain a maximum ratio of indebtedness to liquid capital of 15 to 1; also called net capital rule and net capital ratio. Indebtedness covers all money owed to a firm including margin loans and commitments to purchase securities, one reason new public issues are spread among members of underwriting syndicates. Liquid capital includes cash and assets easily converted into cash.

Attachment A

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Packet Pg. 128 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) C-7
YIELD: The rate of annual income return on an investment, expressed as a percentage. (a) INCOME YIELD is obtained by dividing the current dollar income by the current market price for the security. (b) NET YIELD or YIELD TO MATURITY is the current income yield minus any premium above par or plus any discount from par in purchase price with the adjustment spread over the period from the date of purchase to the date of maturity of the bond.

YIELD TO MATURITY: The rate of return yielded by a debt security held to maturity when both interest payments and the investor's capital gain or loss on the security are taken into account.

Attachment A

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Packet Pg. 129 Attachment: Attachment A - Annual Update on City Investment Policy (2026) (7506 : Investment Policy Update) Information Item
1 Date: April 6, 2022
To: Mayor and City Council
From: Gigi Decavalles-Hughes
Subject: Report on the City of Santa Monica’s Direct and Indirect Investments in and Divestment from Russian Assets
Introduction
On March 8, 2022, the Council approved Agenda Item 13-A condemning the invasion of Ukraine by Russia. As part of the approved action, Council directed the City Manager to research any sanctions or steps the City of Santa Monica might take to deplete the power of the Russian leader, Vladimir Putin, and any Russian Oligarchs, including divesting any city fund possessing Russian assets, and lobbying CalPERS in favor of divesting any state funds possessing Russian assets and the termination of state contracts with Russian firms.

Background
The City’s investment policy has historically included socially responsible guidelines.

Examples of this include the prohibition of investments in fossil fuel-related companies and banks that lend to those companies, in tobacco or tobacco-related products, and in weapons systems or nuclear power. Also, the environmental, social, and governance (ESG) profile of corporations is a component of credit analysis when considering investments in corporate medium-term notes. Additionally, Council has at times directed divestments based on certain geopolitical and/or humanitarian reasons.

Examples of these are South Africa during apartheid and Myanmar following a military coup and subsequent human rights violations.

Attachment B

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Packet Pg. 130 Attachment: Attachment B - Information Item Russian Divestment (April 6, 2022) (7506 : Investment Policy Update) Information Item: City of Santa Monica’s Direct and Indirect Investments in and Divestment from Russian Assets
2 The City’s general investment portfolio has no direct investments in Russian companies and holds no sovereign Russian debt. The City also oversees the Cemetery and Mausoleum Perpetual Care funds through the use of an outside investment manager.

This portfolio also has no direct investment in Russian companies or Russian debt.

Discussion
As of February 28, 2022, the book value of the City’s investment portfolio (exclusive of cash in bank accounts) was $572.8 million. The City of Santa Monica holds no investments in any Russian companies or Russian sovereign debt. The City does own bonds in companies that had business operations in Russia at the time of the Ukraine invasion.

Corporate Debt
As of February 28, 2022, the City’s portfolio included approximately $124.8 million in corporate debt. Of this amount approximately $17.8 million was in bonds from United States based non-profit entities that do not have business in Russia. The remaining $107 million was bonds issued by 23 private corporations and the endowment funds of two universities. One of the corporate bonds ($2 million) matured in March 2022 reducing the outstanding amount to $105 million issued by 22 corporations. Staff has attempted to ascertain the level of divestment from Russia of the entities from which it holds investments. It can be difficult to get the complete picture since many companies’ operations in Russia are through third party arrangements with other corporations.

The two business sectors with the most exposure to and business relationship with Russia are the oil and banking sectors. Since the City has already divested from fossil fuel companies and banks lending to such companies, the current investment portfolio has no investments related to Russia from these sectors. Two of the companies that have bonds included in the portfolio do not appear to do business in Russia. The two university endowment funds mentioned, Yale University and Texas A&M University, have announced plans to pull all investments in Russian entities.

Attachment B

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Packet Pg. 131 Attachment: Attachment B - Information Item Russian Divestment (April 6, 2022) (7506 : Investment Policy Update) Information Item: City of Santa Monica’s Direct and Indirect Investments in and Divestment from Russian Assets
3 Of the remaining 18 companies for which the City holds bonds in its investment portfolio, 12 have publicly announced either a termination, suspension, or limiting of business activities in Russia. The other four are insurance companies. Since insurance companies maintain large investment portfolios, the exposure to Russia could be to Russian businesses or the holding of investments in Russia. Staff has not been able to determine the extent of Russian involvement of these companies in Russia and have seen no public statements regarding divestment.

Supranationals
The portfolio also includes approximately $25.6 million in bonds issued by World Bank related institutions such as the International Bank for Reconstruction and Development and the International Finance Corporation. These bonds, also known as Supranationals, provide funding for projects related to clean water, climate change, and infrastructure enhancement. Russia is a member of the World Bank. On March 2, 2022, the World Bank halted all programs in Russia due to their war on Ukraine.

Local Agency Investment Fund (LAIF)
LAIF is a short-term investment pool managed by the California State Treasurers Office used by over 400 local agencies in California, including Santa Monica, for short-term cash and liquidity needs. LAIF has announced that it has no investments in Russian entities.

Cemetery and Mausoleum Perpetual Care Funds
The City oversees the Cemetery and Mausoleum Perpetual Care funds through use of an outside investment manager. This portfolio follows the same socially responsible investment guidelines included in the City’s Investment Policy. This portfolio has no direct investment in Russian companies or Russian debt and is also divested from the Russia-heavy sectors of fossil fuels and banking.

Attachment B

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Packet Pg. 132 Attachment: Attachment B - Information Item Russian Divestment (April 6, 2022) (7506 : Investment Policy Update) Information Item: City of Santa Monica’s Direct and Indirect Investments in and Divestment from Russian Assets
4 CalPERS
The California Public Employees Retirement System (CalPERS) is the United States' largest public fund. CalPERS has reported that it has over three quarters of a billion dollars in Russian investments, consisting of $420 million in public stocks and $345 million in illiquid real estate assets. None of CalPERS holdings include Russian government debt.

Although these are sizable amounts, CalPERS claims that combined they represent only

0.17% of its total investment portfolio.

In response to Russia's attack on Ukraine, CalPERS has announced the following actions:
• CalPERS has ceased all transactions in Russian publicly traded equity and has stopped the flow of any new investments into the country. • CalPERS is actively assessing its real estate investments and determining a path forward.
• CalPERS is reviewing all its investments in emerging markets, including Russia, due to the impacts the crisis has had on all financial markets. • CalPERS is following all regulatory requirements promulgated by U.S. Office of Foreign Assets Control and the sanctions that are in place.

SB 1328, recently introduced in the State legislature, would require CalPERS to divest from Russian and Belarusian assets and companies. SB 1328 would prohibit CalPERS (and other public retirement systems) from investing public employee retirement funds in a company with business operations in Russia or Belarus or a company that supplies military equipment to Russia or Belarus. It would also prohibit future State investments in Russia or Belarus until the invasion is over and sanctions removed.

Summary and Recommendations
Santa Monica has no direct investments in Russian companies or the Russian government. The City does own bonds issued by a number of companies that have historically done business in Russia, but not from the most heavily invested sectors of fossil fuels and banking. For the most part, entities in which the City does hold Attachment B

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Packet Pg. 133 Attachment: Attachment B - Information Item Russian Divestment (April 6, 2022) (7506 : Investment Policy Update) Information Item: City of Santa Monica’s Direct and Indirect Investments in and Divestment from Russian Assets
5 investments have announced plans to either terminate, suspend, or limit business in Russia.

Based on staff’s review, the following actions are recommended:

1. No current investments will be sold based on the Russian invasion. Sale of all the bonds of companies that were doing business with Russia would result in a loss of approximately $2.7 million which would cause fiscal harm to the City. Sale of the Supranationals would add another $0.7 million to the loss. Attachment A includes a listing of the bonds, their involvement in Russia, and includes the estimated loss the City would realize if the investments were sold.

2. Until such time either (1) Russia halts the invasion and occupation of Ukraine as determined by the U.S. Department of State; or (2) The United States revokes all sanctions against Russia imposed because of its participation in the February 24, 2022, invasion of Ukraine, no new investments should be made in companies that have not announced a termination, suspension, or limitation of business in Russia.

3. Staff will continue to monitor the status of entities and their Russian business activity and may restrict future new investments in companies that resume business operations in Russia or do not adequately reduce their business operations in Russia before 1) Russia halts the invasion and occupation of Ukraine as determined by the U.S. Department of State; or (2) The United States revokes all sanctions against Russia imposed because of its participation in the February 24, 2022, invasion of Ukraine.

4. The City supports SB 1328 calling for the CalPERS divestment of all Russian assets.

On March 21, 2022, Mayor Sue Himmelrich sent a letter of support for SB 1328 on behalf of the City. The letter is attached as Attachment B.

Prepared By: Gigi Decavalles-Hughes, Director of Finance Attachments: A. SB 1328 Letter to Senator McGuire
B. City of Santa Monica Corporate Investments with Status of Russian Exposure
Attachment B

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Packet Pg. 134 Attachment: Attachment B - Information Item Russian Divestment (April 6, 2022) (7506 : Investment Policy Update) Information Item: City of Santa Monica’s Direct and Indirect Investments in and Divestment from Russian Assets
6 ATTACHMENT A
SB 1328 LETTER TO SENATOR MCGUIRE
Attachment B

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Packet Pg. 135 Attachment: Attachment B - Information Item Russian Divestment (April 6, 2022) (7506 : Investment Policy Update) Information Item: City of Santa Monica’s Direct and Indirect Investments in and Divestment from Russian Assets
7 Attachment B

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Packet Pg. 136 Attachment: Attachment B - Information Item Russian Divestment (April 6, 2022) (7506 : Investment Policy Update) Information Item: City of Santa Monica’s Direct and Indirect Investments in and Divestment from Russian Assets
8 ATTACHMENT B

CITY OF SANTA MONICA CORPORATE INVESTMENTS WITH STATUS OF RUSSIAN EXPOSURE Attachment B

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Packet Pg. 137 Attachment: Attachment B - Information Item Russian Divestment (April 6, 2022) (7506 : Investment Policy Update) Information Item: City of Santa Monica’s Direct and Indirect Investments in and Divestment from Russian Assets
9 Attachment B

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Packet Pg. 138 Attachment: Attachment B - Information Item Russian Divestment (April 6, 2022) (7506 : Investment Policy Update) City Council
Report
City Council Meeting: February 24, 2026
Agenda Item: 4.E
1 of 3
To: Mayor and City Council
From: Dana Brown, Human Resources Director, Human Resources Department Subject: Approval of Memorandum of Understanding (Umbrella Agreement) with the Coalition of Santa Monica City Employees for CalPERS Benefits Recommended Action
Staff recommends that Council:

1. Adopt a finding of categorical exemption pursuant to Section 15324 (Class 24 Regulations of Working Conditions) of the California Environmental Quality Act (CEQA) Guidelines;

Summary
In accordance with the Meyers-Milias-Brown Act (“MMBA”), the City and the Coalition of Santa Monica City Employees (“Coalition”) have met and conferred and have reached a Tentative Agreement (“TA”) on the terms and conditions of retirement benefits for miscellaneous non-sworn employees.

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Negotiations with the Coalition representatives were largely informal and resulted in an expedited TA regarding retirement benefits to amend the Memorandum of Understanding (“MOU”) (Umbrella Agreement) between the City and the Coalition. The Coalition finalized the ratification voting process, approving the terms of the TA. City staff recommend the City Council approve the ratified TA and authorize the City Manager to execute a new MOU (Umbrella Agreement) between the City and the Coalition pertaining to retirement benefits.

Discussion
The Coalition represents all non-sworn City employees, for both Medical and Retirement benefits. The terms of the current MOU covering retirement benefits expired on December 31, 2025. The separate MOU covering medical benefits is not set to expire until December 31, 2027.

The City met and conferred with the Coalition in accordance with the provisions of the MMBA, and the parties have reached a TA covering retirement benefits for a 10-year period.

The TA maintains the status quo, providing for the following:
•Term of Agreement: January 1, 2026, through December 31, 2035 • Membership tiers included in the contract between the City of Santa Monica and the California Public Employees’ Retirement System (CalPERS) remain as follows:
• Tier 1 Employees: 2.7% @ 55 formula for local miscellaneous members • Tier 2 Employees: 2.0% @ 55 formula for local miscellaneous members • Tier 3 PEPRA: 2.0% @ 62 formula for local miscellaneous members (Employees hired on or after January 1, 2013, who are “New Members” as defined in the Public Employees’ Pension Reform Act of 2013) • Other Safety Tier 1: ½ @ 55 formula for non-sworn safety members • Other Safety Tier 2 PEPRA: 2% @ 57 formula for non-sworn safety members

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• Survivor and death benefits
Environmental Review
The MOU is not a “project” subject to CEQA. The adoption of the MOU is administrative in nature and establishes the terms and conditions between the City and the Coalition.

Pursuant to CEQA Section 21065, the project does not meet the definition of a “project” subject to CEQA as it will not “cause either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment”. Additionally, per Section 15378(b) of the CEQA Guidelines, a “project” does not include organizational or administrative activities of governments that will not result in direct or indirect physical changes in the environment. Therefore, the adoption of the MOU is not subject to CEQA.

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. The annual cost of fringe benefits for each budgeted position is already included in the City’s adopted budget.

Prepared By: Sarah Rebensdorf, Human Resources Manager
Approved Forwarded to Council
Attachments:

A. Attachment A - Coalition RESO (Retirement) 022426

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1 City Council Meeting: February 24, 2026 Santa Monica, California RESOLUTION NUMBER _________ (CCS)
(City Council Series)

A RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF SANTA MONICA ACCEPTING THE

TENTATIVE AGREEMENT AND AUTHORIZING THE CITY MANAGER

TO EXECUTE A MEMORANDUM OF UNDERSTANDING (UMBRELLA AGREEMENT)

WITH THE COALITION OF SANTA MONICA CITY EMPLOYEES
WHEREAS, authorized representatives of the City administration and the Coalition of Santa Monica Employees (comprised of non-sworn miscellaneous employee bargaining units and certain unrepresented employees, namely: AFSCME Local 4819, Management Team Association; Supervisory Team Associates; Administrative Team Associates; Public Attorneys Union; Public Attorneys’ Legal Support Staff Union; Municipal Employees Association; International Association of Sheet Metal, Air, Rail, and Transportation Workers – Transportation Division Local 1785; California Teamsters Local 986; Executive Pay Plan participants; Confidential Unrepresented Employees Pay Plan participants; and certain unrepresented classifications) (the “Coalition”), have met and conferred in accordance with the Meyers-Millias Brown Act (“MMBA”), codified at Government Code Section 3500 et seq., and have reached agreement on terms and conditions of California Public Employees’ Retirement System (CalPERS) benefits; and WHEREAS, in accordance with Government Code Section 3505.1, on February 24, 2026, the tentative agreement reached between authorized representatives of the

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Packet Pg. 142 Attachment: Attachment A - Coalition RESO (Retirement) 022426 (7543 : Coalition Retirement Agreement) 2 City administration and the Coalition was presented to the City Council of the City of Santa Monica for consideration; and
WHEREAS, Government Code Section 3505.1 requires preparation of a written Memorandum of Understanding between the City and the employee organization if a tentative agreement is reached and adopted by the City Council; and WHEREAS, the purpose of the Memorandum of Understanding is to promote and provide harmonious relations, cooperation, and understanding between the City and the Coalition;

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

SECTION 1. The City Council of the City of Santa Monica hereby accepts and approves the tentative agreement that has been reached between authorized representatives of the City administration and the Coalition of Santa Monica City Employees (the “Coalition”) and authorizes the City Manager to execute a Memorandum of Understanding (Umbrella Agreement) with the Coalition in accordance with this agreement, for the term of January 1, 2026, through December 31, 2035, regarding the terms and conditions of California Public Employees’ Retirement System (CalPERS) benefits for non-sworn miscellaneous employees.

SECTION 2. 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:

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Packet Pg. 143 Attachment: Attachment A - Coalition RESO (Retirement) 022426 (7543 : Coalition Retirement Agreement) 3 _________________________

HEIDI VON TONGELN
Interim City Attorney

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Packet Pg. 144 Attachment: Attachment A - Coalition RESO (Retirement) 022426 (7543 : Coalition Retirement Agreement) City Council
Report
City Council Meeting: February 24, 2026
Agenda Item: 4.F
1 of 2
To: Mayor and City Council
From: Heidi Von Tongeln, Interim City Attorney, City Attorney's Office, Administration
Subject: Second Reading and Adoption of an Interim Zoning Ordinance Extending Interim Zoning Ordinance Number 2837 and Amending Santa Monica Municipal Code Section 9.31.200, Outdoor Dining and Seating on Sidewalks, to Promote Economic Recovery by Simplifying the City’s Outdoor Dining Program
Recommended Action
Staff recommends that the City Council adopt the attached Ordinance.

Executive Summary
At its meeting on February 10, 2026, the City Council introduced for first reading an Interim Zoning Ordinance to extend Interim Zoning Ordinance Number 2837 and amend Santa Monica Municipal Code Section 9.31.200, Outdoor Dining and Seating on Sidewalks, to promote economic recovery by simplifying the City’s Outdoor Dining Program. The ordinance is now presented to the City Council for adoption.

Prepared By: Bradley Michaud, Legal Administrative Services Officer Approved Forwarded to Council

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Attachments:

A. IZO-Sidewalk Dining IZO Extension_2d

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1 City Council Meeting: February 24, 2026 Santa Monica, California ORDINANCE NUMBER _________ (CCS)
(City Council Series)

AN INTERIM ZONING ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SANTA MONICA EXTENDING INTERIM ZONING ORDINANCE NUMBER 2837 AND AMENDING SANTA MONICA MUNICIPAL CODE SECTION 9.31.200, OUTDOOR

DINING AND SEATING ON SIDEWALKS, TO PROMOTE ECONOMIC RECOVERY BY SIMPLIFYING THE CITY’S OUTDOOR DINING PROGRAM
WHEREAS, outdoor dining and seating have long been fixtures in Santa Monica’s commercial districts; and
WHEREAS, sidewalk dining repurposes the sidewalk abutting a dining establishment into an extension of the business where food may be served; and WHEREAS, sidewalk dining activates sidewalks, promotes restaurants, and generates foot traffic that benefits nearby businesses; and WHEREAS, on March 13, 2020, the City Manager, as the Director of Emergency Services (“Director of Emergency Services”), proclaimed the existence of a local emergency pursuant to Chapter 2.16 of the Santa Monica Municipal Code to ensure the availability of mutual aid and effectuate the City’s response to the novel coronavirus (“COVID-19”), and this local emergency was restated on March 14, 2020, through a revised declaration of local emergency to ensure compliance with all digital signature requirements (the “Executive Order”)’ and
WHEREAS, on March 16, 2020, the Director of Emergency Services issued a Third Supplement to the Executive Order, requiring the closure of a wide range of businesses including bars, nightclubs, on-premises restaurant service, movie theatres, live

4.F.a
Packet Pg. 147 Attachment: IZO-Sidewalk Dining IZO Extension_2d (7568 : Sidewalk Dining IZO - Second Reading) 2 performance venues, gyms, fitness centers, spas, hair salons, massage parlors, and nail salons; and
WHEREAS, on March 19, 2020, California Governor Gavin Newsom issued Executive Order N-33-20 directing all residents of the State of California to heed directives issued by the State Health Officer on the same date instructing all Californians to stay home except as needed to maintain continuity of operations of the federal critical infrastructure sectors; and
WHEREAS, on March 19, 2020, the Los Angeles County Department of Public Health issued an enhanced Health Officer Order, the Safer at Home Order for Control of COVID-19, amending and superseding its earlier March 16, 2020 Order, closing all nonessential businesses, and limiting gatherings to 9 people or less; and WHERAS, after March 19, 2020, the Los Angeles Department of Public Health, on multiple occasions, amended and modified its Health Officer Order, recognizing the issues posed by community transmission of COVID-19 in Los Angeles County, and, in response, maintaining public health measures that have, at differing times, included strict limitations on public gatherings, required closures of certain businesses, and strict limitations and protocols for the operations of businesses permitted to remain open; and WHEREAS, as of March 31, 2023, the local, state, and federal COVID-19 emergency declarations have concluded; and
WHEREAS, life-threatening, destructive, widespread windstorm and extreme fire weather system commenced on Tuesday, January 7, 2025, impacting the Los Angeles metropolitan area, including the City of Santa Monica and the County and City of Los

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Packet Pg. 148 Attachment: IZO-Sidewalk Dining IZO Extension_2d (7568 : Sidewalk Dining IZO - Second Reading) 3 Angeles, and threatening life and safety, public and private property and structures, and other critical infrastructure; and
WHEREAS, based upon these events, by reason of their magnitude, and the need to protect the health, safety, and welfare of the residents and property of the City of Santa Monica, and aid in the assistance of those affected by the Regional Fires, these events created conditions beyond the control of the normal services, personnel, equipment, and facilities of the regularly constituted branches and departments of the City Government, and such emergency conditions required the mobilization of mutual aid resources and the ability to coordinate a multiagency response; and
WHEREAS, on January 7, 2025, as a result of the widespread windstorm and extreme fire weather, the Los Angeles County Board of Supervisors proclaimed a Local Emergency in the County of Los Angeles; and
WHEREAS, on January 7, 2025, the Mayor of the City of Los Angeles declared the existence of a Local Emergency throughout the City of Los Angeles to take such steps that are necessary for the protection of life and property; and WHEREAS, on January 7, 2025, the Governor of the State of California declared a state of emergency to make additional resources available; and WHEREAS, on January 7, 2025, the City activated its Emergency Operations Center to support ongoing emergency actions in response to the spread of the Regional Fires; and
WHEREAS, on January 8, 2025, the City Manager, in his role as the Director of Emergency Services, (“Executive Director of Emergency Services”) issued an Executive Order of the Director of Emergency Services of the City of Santa Monica Declaring the

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Packet Pg. 149 Attachment: IZO-Sidewalk Dining IZO Extension_2d (7568 : Sidewalk Dining IZO - Second Reading) 4 Existence of a Local Emergency (“Palisades Fire Executive Order”) declaring a local emergency pursuant to Chapter 2.16 of the Santa Monica Municipal Code to ensure the availability an effective response to the Regional Fires; and WHEREAS, pursuant to the Emergency Order, the Executive Director of Emergency Services further: 1) relaxed permitting requirements for schools and child care and early education facilities that were displaced; 2) suspended preferential parking rules and enforcement of Santa Monica Municipal Code Chapters 6.20, Home-Sharing and Vacation Rentals, and 6.22, Residential Leasing Regulations for persons who provide alternative accommodations to persons displaced; 3) triggered prohibitions on pricegouging under the Santa Monica Municipal Code and the California Penal Code; 4) prohibited landlords from evicting residential tenants based on the presence of unauthorized occupants or pets, if the occupant or pet has been displaced due to an evacuation order or poor air quality conditions; 5) imposed a curfew in all areas subject to a mandatory evacuation order; 6) suspended all previously-issued building permits for areas subject to mandatory evacuation orders and evacuation warnings; 7) triggered emergency procurement and expenditure provisions under Chapter 2.16; and 8) permitted bed and breakfasts and hotels and motels to allow stays beyond 30 days; and WHEREAS, since January 8, 2025, the City has issued Seven Supplements to that Palisades Fire Executive Order; and
WHEREAS, these Supplements have included, but are not limited to, provisions that: 1) relax permitting requirements for small businesses and nonprofit organizations that were operating in Los Angeles County and have been impacted by the Regional Fires; 2) waive or reduce license fees for outdoor dining areas, sidewalk dining, parklets,

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Packet Pg. 150 Attachment: IZO-Sidewalk Dining IZO Extension_2d (7568 : Sidewalk Dining IZO - Second Reading) 5 and pier deck extended dining; and 3) suspend certain provisions of Santa Monica Municipal Code 9.31.280, Restaurants, Limited-Service and Take-Out Only, and

9.31.290, Restaurants with Entertainment, and specific alcohol-related standards and conditions of approval established pursuant to any Alcohol Determination, Alcohol Exemption, or Conditional Use Permit entitlements to allow for additional flexibility in alcohol sales and service; and
WHEREAS, although the immediate COVID-19 and fire dangers have subsided, local businesses have reported that they are still experiencing economic impacts from these incidents and continue to face resulting economic uncertainty; and WHEREAS, as the commercial and economic landscape evolves, the City’s economic recovery and competitive advantage will depend on its ability to deliver on a diverse range of unique dining, retail, and entertainment uses; and WHEREAS, as restaurant and entertainment environments across the region and county continue to evolve, there is a need to adjust allowed uses and dining and entertainment options to enable economic recovery and provide increased flexibility to minimize vacancies throughout the City; and
WHEREAS, the City has an important governmental interest in maintaining a thriving business community and protecting the health, safety, and economic welfare of its citizens and businesses; and
WHEREAS, vacancy rates, in addition to economic impacts, threaten the health, safety, and economic welfare of the City’s citizens and businesses; and

4.F.a
Packet Pg. 151 Attachment: IZO-Sidewalk Dining IZO Extension_2d (7568 : Sidewalk Dining IZO - Second Reading) 6 WHEREAS, in connection with the City’s economic recovery efforts and to support flexibility for new and existing businesses, on November 18, 2025, City Council adopted Interim Zoning Ordinance (“IZO”) Number 2837; and
WHEREAS, IZO Number 2837 includes proposed amendments to Santa Monica Municipal Code Section 9.31.200 (“Section 9.31.200”) to remove duplicative design standards and consolidate them into the Sidewalk Design Guidelines in order to promote economic recovery by simplifying the City’s Outdoor Dining Program; and WHEREAS, this IZO removes certain design-related standards, specifically Section 9.31.200, subsections F (barriers), G (fixtures), and H (fixtures), in favor of the existing Sidewalk Design Guidelines already authorized by the same Code section; and WHEREAS, removal of these design guidelines from the Section 9.31.200 avoids potential conflicts between the Municipal Code and the Sidewalk Design Guidelines, will not result in substantial changes to the design of sidewalk dining, consolidates the standards in one place, and allows for minor modifications going forward to provide flexibility for businesses considering sidewalk dining opportunities; and WHEREAS, the City has an important government interest in maintaining a thriving business community and protecting the health, safety, and economic welfare of its citizens and businesses; and
WHEREAS, allowing businesses to utilize outdoor space has shown to be important for business retention; and

4.F.a
Packet Pg. 152 Attachment: IZO-Sidewalk Dining IZO Extension_2d (7568 : Sidewalk Dining IZO - Second Reading) 7 WHEREAS, the City has a significant public interest in maintaining flexibility for business while ensuring these outdoor spaces do not negatively impact the City’s property or other surrounding locations; and
WHEREAS, the IZO amendments amending standards and requirements for outdoor dining supports local business retention and promotes new business opportunities citywide, addressing needs of the business community and residents; and WHEREAS, on January 21, 2026, the Planning Commissioner adopted Resolution of Recommendation Number 26-001 (PCS), which recommended that the City Council:
(1) Permanently Adopt Economic Recovery Interim Zoning Ordinance 2825 (CCS); and (2) Amend the Text of Article 9 of the Santa Monica Municipal Code to Promote Economic Recovery and Increase Land Use Flexibility in the City’s Downtown and Citywide areas by Streamlining, Simplifying, and Modifying Land Uses and Limitations, Updating Standards for Specific Uses and Activities, Including, But Not Limited to, Alcohol Permits and Review, Modifying Definitions, Adding Flexibility for Certain Non-Conforming Uses, Adjusting Standards Regarding the Applicability of Resource Recovery and Recycling Requirements and Trash Enclosure Dimensional Standards, and Making Other Minor Changes, Corrections, Clarifications, and Clerical Amendments; and WHEREAS, included in Resolution of Recommendation Number 26-001 are proposed amendments to Santa Monica Municipal Code Section 9.31.200, Outdoor Dining on Sidewalks, to promote economic recovery by simplifying the City’s Outdoor Dining Program proposed in IZO Number 2837; and;
WHEREAS, the proposed amendments are currently set to be presented to City Council on or about February 24, 2026; and

4.F.a
Packet Pg. 153 Attachment: IZO-Sidewalk Dining IZO Extension_2d (7568 : Sidewalk Dining IZO - Second Reading) 8 WHEREAS, to ensure consistency of application of the requirements for Outdoor Dining on Sidewalks, City Council now desires to extend IZO Number 2837 as the proposed Zoning Ordinance amendments move through the City’s codification process; and
WHEREAS, the City Council finds and declares that a current and immediate threat to the public health, safety, and general welfare exists due to the devastating impact that the COVID-19-mandated closures and the Palisades Fire Emergency have had on the City’s restaurants and dining establishments, such that compliance with the current potentially conflicting standards in Section 9.31.200 would result in a threat to public health, safety, and welfare.

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

SECTION 1. Santa Monica Municipal Code Section 9.31.200 is hereby amended to read as follows:
§ 9.31.200. Outdoor Dining and Seating on Sidewalks.

Outdoor dining and seating on sidewalks shall be designed, located, and operated consistent with the following standards:

A. Purpose. The purpose of this Section is to permit outdoor dining and seating that enhances the pedestrian ambiance of the City while not adversely impacting adjacent properties or surrounding neighborhoods consistent with the goals, objectives, and policies of the General Plan.

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Packet Pg. 154 Attachment: IZO-Sidewalk Dining IZO Extension_2d (7568 : Sidewalk Dining IZO - Second Reading) 9 B. Applicability. The provisions of this Section shall apply to all new outdoor dining and seating areas on public rights-of-way, such as sidewalks, and to all existing outdoor dining and seating areas that are expanded.

C. Procedure. The establishment of an outdoor dining and seating area requires Zoning Conformance Review, pursuant to the procedures of Chapter 9.38, Zoning Conformance Review, to ensure consistency with all of the standards of this Section unless such review has been conducted in conjunction with discretionary review of the associated commercial use and issuance of a Sidewalk Dining Permit.

D. Accessory Use. Permanent outdoor dining and seating shall be conducted as an accessory use to a legally established eating and drinking establishment located on the public right-of-way immediately adjacent to the tenant space.

E. License Agreement. A license agreement for outdoor dining and seating on the public right-of-way shall be approved in a form required by the City.

F. Compliance with Design Guidelines. Outdoor dining and seating shall comply with all applicable adopted design standards and guidelines, including, but not limited to:

1. The Citywide Sidewalk Dining Guidelines;

2. The Sidewalk Dining Standards for the Third Street Promenade; and

3. The Sidewalk Dining Standards for Ocean Avenue.

The Planning Director or designee may promulgate guidelines, which may include, but are not limited to, eligible uses and sites, outdoor dining configuration, design standards, and operational standards to implement the provisions of this Chapter.

No person shall fail to comply with any such regulation.

4.F.a
Packet Pg. 155 Attachment: IZO-Sidewalk Dining IZO Extension_2d (7568 : Sidewalk Dining IZO - Second Reading) 10 G. Refuse Storage Area. No structure or enclosure to accommodate the storage of trash or garbage shall be erected or placed on, adjacent to, or separate from, the sidewalk café on the public sidewalk or public right-of-way. Sidewalk dining and seating areas shall remain clear of litter at all times.

H. Hours of Operation. The hours of operation of the outdoor dining and seating shall be limited to the hours of operation of the associated restaurant, other eating and drinking establishment, or commercial use.

I. Parking. Parking shall not be required for outdoor dining and seating on sidewalks permitted pursuant to this Section.

SECTION 2. Any provision of the Santa Monica Municipal Code or appendices thereto inconsistent with the provisions of this Ordinance, to the extent of such inconsistencies and no further, is hereby repealed or modified to that extent necessary to effect the provisions of this Ordinance.

SECTION 3. If any section, subsection, sentence, clause, or phrase of this Ordinance is for any reason held to be invalid or unconstitutional by a decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Ordinance. The City Council hereby declares that it would have passed this Ordinance and each and every section, subsection, sentence, clause, or phrase not declared invalid or unconstitutional without regard to whether any portion of the ordinance would be subsequently declared invalid or unconstitutional.

4.F.a
Packet Pg. 156 Attachment: IZO-Sidewalk Dining IZO Extension_2d (7568 : Sidewalk Dining IZO - Second Reading) 11 SECTION 4. The Mayor shall sign and the City Clerk shall attest to the passage of this Ordinance. The City Clerk shall cause the same to be published once in the official newspaper within 15 days after its adoption.

SECTION 5. This Ordinance is effective as of February 16, 2026 and shall be of no further force and effect 180 days from its effective date, unless it is otherwise extended pursuant to Santa Monica Municipal Code Section 9.46.090(C).

APPROVED AS TO FORM:
_________________________

HEIDI VON TONGLEN
Interim City Attorney

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Packet Pg. 157 Attachment: IZO-Sidewalk Dining IZO Extension_2d (7568 : Sidewalk Dining IZO - Second Reading) City Council
Report
City Council Meeting: February 24, 2026
Agenda Item: 4.G
1 of 4
To: Mayor and City Council
From: Jing Yeo, Director, Building & Safety
Subject: Award RFP #453 to 4LEAF, Inc., CSG Consultants, Inc., and TRB and Associates, Inc. for Contractual Services Related to Plan Review Services for the Building and Safety Division
Recommended Action
Staff recommends that the City Council:

1. Adopt a finding of no possibility of signification effect pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental Quality Act (CEQA) Guidelines;

2. Award RFP# 453 to CSG Consultants, Inc. for plan review services for the Community Development Department;

4. Award RFP #453 to 4LEAF, Inc. for plan review services for the Community Development Department;

6. Award RFP# 453 to TRB and Associates, Inc. for plan review services for the Community Development Department; and

Summary
As part of the City of Santa Monica’s (City) Realignment Plan, the Building and Safety Division is implementing improvements to the permitting process to support timely development review. This includes establishing a bench of qualified on-call vendors to provide plan review services, expanding organizational capacity and improving service

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delivery. In addition to the three vendors currently contracted for these services, staff recommends executing contracts with, CSG Consultants, Inc. (CSG), 4LEAF, Inc. (4LEAF), and TRB and Associates, Inc. (TRB), for a total bench of six vendors.

Discussion
At the October 28, 2025, meeting, Council approved $400,000 in annual funding to support outside contract services in the Community Development Department, $250,000 of which was allocated to the Building & Safety Division. This funding allows the Division to expand its bench of pre-qualified, on-call plan review consultants, ensuring that plan check turnaround times are met even during staffing shortages and ensuring more complex plan reviews can be prioritized by City staff while routine reviews are handled by outside vendors.

Maintaining a bench of pre-qualified vendors provides the Division with operational flexibility, ensuring that plan review services are available to meet fluctuations in workload. Using outside consultants for less complex plan checks allows City staff to concentrate on more complex projects, improving efficiency and turnaround times. This approach also reduces the Division’s reliance on any single vendor.

The Building and Safety Division issued a Request for Proposal (RFP #453) for plan review services in June 2025. Staff recommends awarding the RFP to the top three firms and authorizing the City Manager to negotiate and execute contracts to provide plan review services. The proposed awardees are:CSG, 4LEAF, and TRB. A committee of three Building and Safety staff members evaluated all RFP responses and ranked them according to the criteria listed in the table below. The top three firms were selected in a ranked award whereby the top-ranked firm, CSG will be the primary consultant and will receive all plan review work covered under this contract. If the volume of work exceeds CSG’s capacity, then work can be sent to 4LEAF. If 4LEAF’s capacity is exceeded, then work can be sent to TRB. Staff recommends executing contracts with the recommended vendors, each with a not-to-exceed amount of $250,000 over a three-year term.

Bidder Recommendation
Best Qualified 1. CSG Consultants 2. 4LEAF, Inc. 3. TRB and Associates

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Firms
Evaluation
Criteria
Experience/Technical Competence, project team, project approach, cost, and quality control.

Municipal
Code
SMMC 2.24.190
RFPs Received
4LEAF BPR Consulting Grp Bureau Veritas CSG Consultants Interwest Consulting JAS Pacific J Lee Engineering m6 Consulting Shums Coda The Code Group Transtech Engnrs. TRB and Assoc.

UpAvanti Urban37 Willdan Engineer.

RFP Data
Posted On Posted On
Advertised In
(City Charter & SMMC)
Vendors
Downloaded
Date Publicly
Opened
06/24/2025 City's Online
Bidding Site Santa Monica Daily Press 52 08/04/2025
Justification to Award
Based on the evaluation criteria, in compliance with SMMC 2.24.190, staff scored CSG, 4LEAF, and TRB as the top three best qualified firms to provide plan review services.

These three firms received the three highest scores from the evaluation committee of three Building and Safety staff members. All three firms excelled in the overall experience/technical ability of the firm, the team they are able to bring to the project, and the approach to the project outlined in their responses. The evaluation committee recommends a ranked award for these best qualified proposals.

Environmental Review
The agreement is exempt from CEQA pursuant to CEQA Guidelines, Section 15061(b)(3), which states that CEQA does not apply where there is no possibility that this project may have a significant effect on the environment. The agreement would provide for plan review services, and therefore, would have no physical impacts on the environment and no further environmental review is required.

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Financial Impacts and Budget Actions
Staff seeks authority to approve available funding from the General Fund to award agreements with 4LEAF, Inc. (4LEAF), CSG Consultants, Inc. (CSG), and TRB and Associates, Inc. (TRB) for on-call plan review services.

While staff recommends executing contracts with 4LEAF, CSG, and TRB, each with a total not-to-exceed amount of $250,000 over a three-year term, incurred expenses during the performance period will not exceed the department’s adopted budget authority each fiscal year.

Future year funding is contingent on Council budget approval.

Prepared By: Kevin Purcell, Principal Administrative Analyst Approved Forwarded to Council
Attachments:

A. CSG - Levine Act
B. CSG - Oaks
C. 4LEAF - Levine Act
D. 4LEAF - Oaks
E. TRB - Levine Act
F. TRB - Oaks

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City of Santa Monica Levine Act Disclosure Form

CITY OF SANTA MONICA

Code Regs. Section 18438.1, which states:

4.G.a
Packet Pg. 162 Attachment: CSG - Levine Act [Revision 2] (7489 : Award RFP #453 to Three Firms for Contractual Services Related to Plan Related to Plan City of Santa Monica Levine Act Disclosure Form
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.

I HEREBY CERTIFY UNDER PENALTY OF PERJURY UNDER THE LAWS OF THE STATE OF CALIFORNIATHAT THE FOREGOING IS TRUEAND 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.

4.G.a
Packet Pg. 163 Attachment: CSG - Levine Act [Revision 2] (7489 : Award RFP #453 to Three Firms for Contractual Services Related to Plan Related to Plan SANTA MONICA CITY ATTORNEY’S OFFICE
TO: Public
FROM: City Attorney’s Office
RE: Levine Act Disclosure Form
The Levine Act (Government Code 84308) is a California law aimed at preventing “pay to play” practices by prohibiting parties, participants, and their agents in a proceeding involving a license, permit, or other entitlement from contributing more than $500 to an officer of the City during a 12-month period. The prohibition applies to any 12-month period while the proceeding is pending and for 12 months following the date a final decision is rendered in the proceeding.

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3. What must be disclosed?
A party must disclose campaign contributions over $500 made in the prior twelve months.

A “contribution” is anything of value for which the party has not received full consideration, including money, nonmonetary items, payments made for advertising or

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other expenses coordinated with a candidate or committee, loans, tickets to political fundraisers, etc.

4.G.a
Packet Pg. 166 Attachment: CSG - Levine Act [Revision 2] (7489 : Award RFP #453 to Three Firms for Contractual Services Related to Plan Related to Plan

CITY OF SANTA MONICA

OAKS INITIATIVE NOTICE

NOTICE TO APPLICANTS, BIDDERS, PROPOSERS

AND OTHERS SEEKING DISCRETIONARY PERMITS, CONTRACTS,

4.G.b
Packet Pg. 167 Attachment: CSG - Oaks (7489 : Award RFP #453 to Three Firms for Contractual Services Related to Plan Related to Plan Review)

CITY OF SANTA MONICA

Public benefits include:

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

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

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

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

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

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

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

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

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

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

Bid/PO/Contract # ____________________________ Permit # ___________________________

4.G.b
Packet Pg. 168 Attachment: CSG - Oaks (7489 : Award RFP #453 to Three Firms for Contractual Services Related to Plan Related to Plan Review) City of Santa Monica Levine Act Disclosure Form

CITY OF SANTA MONICA

Code Regs. Section 18438.1, which states:

N/A
N/A
N/A
N/A
✔

4.G.c
Packet Pg. 169 Attachment: 4LEAF - Levine Act [Revision 2] (7489 : Award RFP #453 to Three Firms for Contractual Services Related to Plan Related to Plan City of Santa Monica Levine Act Disclosure Form
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.

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.

NIATHAT THE FOREGOING
________________________
e:
02/17/2026
Kevin J. Duggan President
4LEAF, Inc.

4.G.c
Packet Pg. 170 Attachment: 4LEAF - Levine Act [Revision 2] (7489 : Award RFP #453 to Three Firms for Contractual Services Related to Plan Related to Plan SANTA MONICA CITY ATTORNEY’S OFFICE
TO: Public
FROM: City Attorney’s Office
RE: Levine Act Disclosure Form
The Levine Act (Government Code 84308) is a California law aimed at preventing “pay to play” practices by prohibiting parties, participants, and their agents in a proceeding involving a license, permit, or other entitlement from contributing more than $500 to an officer of the City during a 12-month period. The prohibition applies to any 12-month period while the proceeding is pending and for 12 months following the date a final decision is rendered in the proceeding.

For instance, the Levine Act applies to the following:
x Building and development permits
x Conditional use permits
x Contracts generally (unless an exception applies):
o Real property contracts for purchase, sale, lease
o Contract amendments
o Settlement agreements
o Contracts for goods, services, professional services that are not awarded pursuant to a competitive process
x Public street abandonments
x Private development plans
x Professional license revocations
x Rezoning of specific real estate parcels
x Event permits
x Rulemaking procedures affecting a particular industry where only a small number of businesses are affected
x Special district formation proceedings involving the creation of a special use or benefit to the person in the district
x Tentative subdivision and parcel maps

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x Zoning variances
x Vacation of a public easement across private property x Pre-applications, such as for General Plan Amendment, considered by the legislative body prior to filing of formal application
x Contracts entered under the City Manager’s Authority
x Closed session items that may result in a contract/settlement agreement approved by Council (real estate or litigation)
It does not apply to:
x Contracts under $50,000
x Contracts where no party receives financial compensation x Contracts between two or more public agencies
x Competitively bid contracts that are required by law, agency policy, or agency rule to be awarded pursuant to a competitive process
x Purely ministerial decisions
x General policy decisions or rules where the interests affected are many and diverse
x Ordinances and resolutions (except items like development agreements adopted by ordinance)
x Ballot measures
x Departmental policies
x Council rules
x Labor contracts and project labor agreements
x Personal employment contracts
x Allocation of resources in the City budget

3. What must be disclosed?
A party must disclose campaign contributions over $500 made in the prior twelve months.

A “contribution” is anything of value for which the party has not received full consideration, including money, nonmonetary items, payments made for advertising or

4.G.c
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Santa Monica City CouncilFebruary 24, 2026

Santa Monica City Council
February 24, 2026