Agenda packet, first session — Santa Monica City Council, March 24, 2026 (part 1 of 6)

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: 3/25/2026 10:43 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: 3/25/2026 10:43 AM Page 3

AGENDAS

CITY OF SANTA MONICA

REGULAR AND SPECIAL MEETING

CITY HALL COUNCIL CHAMBERS
1685 MAIN STREET, ROOM 250,
TUESDAY, MARCH 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: 3/25/2026 10:43 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. Proclamation: Proclaiming March 31, 2026 as National Transgender Day of Visibility (TDOV)

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. City Council - Regular Meeting - Feb 24, 2026 5:30 PM

4.B. Award Contract to Clariti Software, Inc. for Permitting Software Licensing, Maintenance, and Support for Permitting and Land Use Management System - Item Pulled at Request of Staff. 3/19/26
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

2.24.250(b), and is for a total amount not to exceed $1,403,705 (including a $127,610 contingency) for three years, with future year funding contingent on Council budget approval.

4.C. Annual Comprehensive Financial Report (ACFR) for Year Ended June 30, 2025 Recommended Action
Staff recommends that the City Council:

1. Adopt a finding that the Annual Comprehensive Financial Report is not a “project” subject to the California Environmental Quality Act (CEQA), and

2. Receive and file the City’s Annual Comprehensive Financial Report (ACFR), the Auditors’ Letter to Council, and the Independent Auditors’ Report on Internal Control Over Financial Reporting and on Compliance and Other City of Santa Monica Generated: 3/25/2026 10:43 AM Page 5 Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards for the City’s financial statements for the fiscal year ended June 30, 2025.

4.D. Award RFB #4503 and Authorize the City Manager to enter into an Agreement with Westway Auto Body and Paint Shop, Inc., for Vehicle Body Work, Repair, Paint, and New Vehicle Upfitting Services
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. Award Bid# 4503 to Westway Auto Body and Paint Shop, Inc. (Westway) for vehicle body work, repair, paint and new vehicle upfitting for the Public Works Department; and

3. Authorize the City Manager to negotiate and execute an agreement with Westway, in an amount not to exceed $2,820,077 (including a $256,371 contingency) over a five-year period, with future year funding contingent on Council budget approval.

4.E. Approval of the Seventh Modification to the Agreement with Hathaway Dinwiddie Construction Company for Additional Design and Construction Services for the City Yards Modernization Project
Recommended Action
Staff recommends that City Council:

1. Adopt a finding that the Microgrid and Water Resources Tenant improvements were analyzed as part of the City Yards Master Plan Environmental Impact Report (EIR) and Addendum, and no further review is required pursuant to the California Environmental Quality Act (CEQA); and

2. Authorize the City Manager to negotiate and execute a seventh modification to Design-Build Contract #10371 (CCS) in the amount of $2,070,157 with Hathaway Dinwiddie Construction Company for additional design and construction services of the Microgrid and Water Resources Tenant Improvements as part of the City Yards Modernization Project for the Public Works Department. This would result in a new total amount not to exceed $100,743,196, with future funding contingent on Council budget approval.

4.F. Adoption of Resolution Ratifying Regional Fires Emergency Proclamation and Supplements
Recommended Action
Staff recommends that the City Council:

1. Adopt a finding of no possibility of significant effect pursuant to Sections 15061(b)(3) (Common Sense Exemption). 15268 (Ministerial Projects), and 15301 (Existing Facilities) of the California Environmental Quality Act (CEQA) Guidelines; and

2. Adopt the proposed resolution ratifying the Executive Order issued by the Director of Emergency Services declaring the existence of a local emergency City of Santa Monica Generated: 3/25/2026 10:43 AM Page 6 in the City of Santa Monica and the Supplements to that Order.

4.G. Adoption of Resolution Ratifying Homelessness Emergency Proclamation 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. Adopt the proposed resolution ratifying the 2025 Proclamation of the City Council of the City of Santa Monica Declaring a Local Emergency on Homelessness.

4.H. Award RFP to and Authorize the City Manager to Enter into Agreements with USMD Direct, Inc., Southern California Medical Group (Kaiser Permanente), and Pacific Harbor Medical Group, Inc. for Occupational Medical Testing Program (OMTP) Services for the Human Resources and Finance Departments Recommended Action
Staff recommends the City Council.

1. Adopt a finding of no significant effect pursuant to Section 15061(b)(3) of the California Environmental Quality Act (CEQA) Guidelines

2. Award RFP to USMD Direct Inc., Southern California Permanente Medical Group (Kaiser Permanente), and Pacific Harbor Medical Group Inc. to provide occupational medical testing services for the Human Resources and Finance Departments.

3. Authorize the City Manager to execute an agreement with USMD Direct Inc. in an amount not to exceed $297,000 (including a 15% contingency) for a total amount not to exceed $341,550 over a five-year period, with future year funding contingent on Council budget approval.

4. Authorize the City Manager to execute an agreement with Southern California Permanente Medical Group (Kaiser Permanente) in an amount not to exceed $565,110 (including a 15% contingency) for a total amount not to exceed $649,877 over a five-year period, with future year funding contingent on Council budget approval.

5. Authorize the City Manager to execute an agreement with Pacific Harbor Medical Group Inc. in an amount not to exceed $2,292,900 (including a 15% contingency) for a total amount not to exceed $2,636,835 over a five-year period, with future year funding contingent on Council budget approval.

4.I. Award Bid #4508 to and Authorize the City Manager to enter into an Agreement with Cummins, Inc. for Overhaul, Replacement and Repair of Cummings Engines and Battery Electric Propulsion Systems for the Department of Transportation
Recommended Action
Staff recommends that the City Council:

1. Adopt a finding of Categorical Exemption pursuant to Section 15301 (Existing Facilities) and a finding of no possibility of significant effects pursuant to City of Santa Monica Generated: 3/25/2026 10:43 AM Page 7 Section 15061 (b)(3) of the California Environmental Quality Act (CEQA) Guidelines;

2. Award Bid # 4508 to Cummins Inc. for overhaul, replacement, and repair of Cummins engines and battery electric propulsion systems for the Transportation Department; and

3. Authorize the City Manager to negotiate and execute an agreement with Cummins Inc., in an amount not to exceed $6,148,984, including a 10% contingency, for a five-year period with future year funding contingent on Council budget approval.

4.J. Approval of Second Modification of Agreement with Modaxo for Parking Citation Processing and Automated Bike Lane Enforcement Citations for the Department of Transportation
Recommended Action
Staff recommends that the City Council:

1. Adopt a finding of Categorical Exemption pursuant to Section 15321 (Enforcement Actions by Regulatory Agencies) of the California Environmental Quality Act (CEQA) Guidelines.

2. Authorize the City Manager to negotiate and execute a second modification to agreement #11031 in the amount of $120,000 with Modaxo Corporation for parking citation processing and payment services for automated bike lane enforcement citations for the Department of Transportation. This will result in a nine-year amended agreement with a new total amount not to exceed $13,520,000 with future year funding contingent on Council budget approval.

4.K. Approval of Lease Agreement with California Roadhouse, Inc. for 256 Santa Monica Pier - Staff Will Request to Pull Item. 3/24/2026 Recommended Action
Staff recommends that City Council:

1. Adopt a finding of categorical exemption pursuant to Section 15301 of the California Environmental Quality Act (CEQA) Guidelines

2. Authorize the City Manager to negotiate and execute a Lease Agreement with California Roadhouse, Inc. for 256 Santa Monica Pier.

4.L. Award and Authorize the City Manager to Negotiate and enter into an Agreement with Archistar to Provide AI Plan Check Review Services Recommended Action
Staff recommends that City Council:

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

2. Authorize the City Manager to negotiate and execute a fiveyear agreement with Archistar, Inc. for AI-assisted plan check review. This recommended award is made as an exception to the competitive bidding process pursuant to Santa Monica Municipal Code (SMMC)
Section 2.24.250(g) and is for a total amount not-to-exceed $528,000 with future year funding contingent on Council budget approval.

City of Santa Monica Generated: 3/25/2026 10:43 AM Page 8

3. Authorize budget changes as outlined in the Financial Impacts & Budget Actions section of the report. (requires 5 votes)

4.M. Appointment of City Attorney and Authorization to Execute Agreement Recommended Action
Staff recommends that Council:

1. Appoint Heidi von Tongeln as City Attorney commencing on March 22, 2026; and

2. Authorize the Mayor to execute an employment agreement with Ms. von Tongeln for her service as City Attorney.

4.N. Approval of Assignment and Amendment of Lease for the Victorian, Located at 2640 Main Street
Recommended Action
Staff recommends that City Council:

1. Adopt a finding of categorial exemption pursuant to Section 15301 of the California Environmental Quality Act (CEQA) Guidelines;

2. Authorize the City Manager to negotiate and execute an Assignment and Amended Lease Agreement to transfer the leasehold interest for 2640 Main Street from Ocean Park Restaurant Corporation (OPRC) to The Santamonican Club, LLC, a California limited liability company; and,

3. Authorize the City Manager to accept payment of $278,094 for outstanding back rent due under the existing Lease Agreement with OPRC.

4.O. City Council - Regular Meeting - Mar 10, 2026 5:30 PM

4.P. City Council - Special Meeting - Mar 10, 2026 5:35 PM

5. CLOSED SESSIONS

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

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 # City of Santa Monica Generated: 3/25/2026 10:43 AM Page 9 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):

City of Santa Monica, et al. v. Waymo LLC et al., LASC # 25SMCV06581

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

Santa Monica EV Holdings, LLC et al. v. City of Santa Monica, LASC # 25SMCV06681

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

Waymo LLC v. City of Santa Monica, LASC # 25SMCV06541

5.F. Conference with Real Estate Negotiator pursuant to Government Code Section 54956.8; Property: (“Santa Monica Air Center”) 3021 Airport Avenue (~90,000 sq. ft.), 3025 Airport Avenue (~7,000 sq. ft.), and adjacent Hangar and Storage Units (~2,000 sq. ft.); City Negotiators: Oliver Chi, Santa Monica City Manager; Owner of Record: City of Santa Monica; Persons to be negotiated with Judy Barker, Santa Monica Air Center

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
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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
. SPECIAL MEETING OF THE REDEVELOPMENT SUCCESSOR AGENCY . ROLL CALL

11.A. Approval of Minutes for Redevelopment Successor Agency Meeting Recommended Action
Staff recommends that the Redevelopment Successor Agency approve the minutes of the February 11, 2025 and January 13, 2026 meetings.

11.B. Adoption of Resolution Approving the Form of a Preliminary Official Statement and Continuing Disclosure Certificate for Tax Allocation Refunding Bonds (2026)
Recommended Action
Staff recommends that the Redevelopment Successor Agency:

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. Adopt the attached Resolution approving the form of the Preliminary Official Statement and the Continuing Disclosure Certificate for the 2026 Tax Allocation Refunding Bonds, and authorizing certain other actions in connection therewith (Attachments A, B and C).
. ADJOURNMENT OF SPECIAL MEETING

11.C. Santa Monica Realignment Plan Update
Recommended Action
Staff recommends that the City Council approve adjustments to the Santa Monica Realignment plan to transition towards operationalizing performance gains as new service delivery standards for public safety renewal, revitalization of key public spaces, and achievement of organizational stability and fiscal balance, via the following direction:

1. Adopt a finding of no possibility of significant effect pursuant to Section 15061(b)(3) (Common Sense Exemption) of the California Environmental City of Santa Monica Generated: 3/25/2026 10:43 AM Page 11 Quality Act (CEQA) Guidelines and findings of categorical exemptions pursuant to Section 15301 (Existing Facilities), Section 15306 (Information Collection), Section 15273 (Rates, Tolls, Fares, and Charges), and Section 15324 (Regulations of Working Conditions) ;

2. Adopt a Resolution revising rates for Downtown Parking Structures 1-9 and Ken Edwards Center, establishing the Fitness and Wellness Business Validation Pilot Program and the School Validation Pilot Program, establishing prorated Residential Parking Permits, and revising parking access card prices (Attachment A);

3. Adopt a Resolution waiving the City of Santa Monica portion of the wastewater capacity fee for restaurant and restaurant expansion projects. (Attachment B);

4. Endorse the conceptual framework for a Retail to Restaurant Activation Program and provide direction regarding eligibility criteria and geographic prioritization for (1) retail-to-restaurant conversion projects and (2) the reactivation of second-generation restaurant spaces, with staff conducting additional outreach to architects, restaurant operators, commercial brokers, and other stakeholders to further refine program design prior to implementation;

5. Authorize staff to establish an Economic Development Fund reserve of $3,000,000 from available one-time General Fund resources, with expenditures subject to subsequent Council authorization;

6. Introduce for first reading an ordinance amending Santa Monica Municipal Code (SMMC) Chapter 6.44, to Establish Entertainment Zones in the Downtown core, on Portions of the Santa Monica Pier, and Along Portions of Main Street and Montana Avenues (Attachment C);

7. Introduce for First Reading an Ordinance to Provide for Additional Regulations Related to Sitting and Lying in the Public Right-of-Way and Possession of Open Alcoholic Beverage Containers to Coordinate with the Establishment of Entertainment Zones and Upcoming Major Events (Attachment D);

8. Adopt a resolution revising fees, including a permit and license fee waiver for unimproved sidewalk dining and a waiver of the City of Santa Monica portion of the wastewater capacity fee for simple tables and chairs outdoor Dining and Seating on Sidewalks. This is part of establishing the no-cost sidewalk dining program eliminating permit requirements and fees for qualifying basic outdoor dining configurations (Attachment E);

9. Introduce for first reading an ordinance amending SMMC Chapter 9.53, Transportation Demand Management, to Modify Mandatory Average Vehicle Ridership Survey Requirements by modernizing employer survey requirements through a self-attestation model (Attachment F);

10.Adopt a resolution temporarily waiving the City of Santa Monica portion of film permit application fees (Attachment G);

11.Authorize the City Manager to accept two grants from Los Angeles County Metropolitan Transportation Authority (Metro) for Open and Slow Streets Cycle Six (FIFA World Cup) and Seven (Olympic Games) awarded in the amount of $250,000 and $500,000, respectively, in the City Manager’s Office, and to accept all grant renewals;
City of Santa Monica Generated: 3/25/2026 10:43 AM Page 12

12.Authorize the City Manager to negotiate and execute a first modification to agreement # 5247 in the amount of $250,000 with Revel Republic to create and implement artwork and / or produce and implement public programs and events in Santa Monica as a Production Partner for the Recreation and Arts Department. This will result in a 5-year amended agreement with a new total amount not to exceed $500,000, with future year funding contingent on Council budget approval (Attachment H);

13.Approve all personnel changes (Attachment I), approve revenue adjustments, and appropriate expenditure budget adjustments for FY 2025-26 and FY 2026-27 (Attachment J), requires 5 votes;

14.Adopt a Resolution establishing new classifications and adopting salary rates for various listed positions (Attachment K);

15.Authorize staff to modify the Remote Work Program, establishing the InPerson Workplace Equity Benefit and establishing the Opt-Out Employee Support Program;

16.Adopt a Resolution accepting tentative agreements and authorizing the City Manager to execute Side Letters of Agreement with Local 1109 and POA, authorizing revised Executive Pay Plan and revised Confidential Unrepresented Employees Pay Plan equity updates (Attachment L);

17.Introduce for first reading the attached ordinance to amend Santa Monica Municipal Code Chapter 2.04 relating to Civil Service appointment and promotional rules (Attachment M);

18.Authorize the City Manager to execute a contract with Segal Co. to conduct an enterprise-wide classification and compensation study. This recommended award is made as an exception to the competitive bidding process pursuant to SMMC Section 2.24.250 (c) and is for a total amount not to exceed $525,000, over a four-year period, with future year funding contingent on Council budget approval (Attachment N);

19.Receive an update and provide direction on potential regulations related to using vehicles for living quarters and rental of recreational vehicles to be used as living quarters in the public right-of-way (“vanlording”) and safe parking sites;

20.Authorize the City Manager to negotiate and execute a Memorandum of Understanding with Metro to enable the Santa Monica Police Department to conduct enforcement actions on Metro train platforms within the City;

21.Direct staff to conduct housing-first system of care community outreach; and

22.Provide direction to study the nonprofit housing development entity.

12. PUBLIC HEARINGS
No items

13. REPORTS OF BOARDS AND COMMISSIONS
No items

14. RESOLUTIONS
No items
City of Santa Monica Generated: 3/25/2026 10:43 AM Page 13

15. WRITTEN COMMUNICATIONS OTHER THAN REPORTS OF COMMISSION AND

OFFICERS
No items

16. COUNCILMEMBER DISCUSSION ITEMS

16.A. Appointments to one unscheduled and one scheduled vacancy on the Building & Fire-Life Safety Commission for terms ending on June 30, 2028.

16.B. Appointment to one unscheduled vacancy on the Landmarks Commission for a term ending on June 30, 2026.

16.C. Appointment to one scheduled vacancy on the Measure GS Resident Oversight Committee for a term ending on June 30, 2029.

16.D. Appointment to one unscheduled vacancy on the Personnel Board for a term ending on June 30, 2027.

16.E. Appointment to one unscheduled vacancy on the Recreation and Parks Commission for a term ending on June 30, 2027.

16.F. Appointments to one scheduled and two unscheduled vacancies on the Transient Occupancy Tax Advisory Committee for terms ending on June 30, 2027.

16.G. Appointment to one unscheduled vacancy on the Housing Authority Board for a term ending on June 30, 2026.

16.H. Recommendation to remove Anujan Jeevaprakash from the Measure GS Resident Oversight Committee seat due to absenteeism, and authorize the City Clerk to publish the vacancy

16.I. Request of Councilmember Zernitskaya and Mayor Torosis that the City Council consider approving the allocation of $2,000 from Council Discretionary Funds to support the Summer Willis Foundation’s 5K Denim Run/Walk in support of survivors of sexual assault taking place in Santa Monica on April 12, 2026. The funds would be appropriated as follows: $1,000 from the discretionary funds controlled by Councilmember Zernitskaya and $1,000 from the discretionary funds controlled by Mayor Torosis

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

Members of the public unable to attend a meeting but wishing to comment on an item(s) listed on the agenda may submit written comments prior to the meeting by meeting by mailing them to: City Clerk, 1685 Main Street, Santa Monica, CA 90401 or to City of Santa Monica Generated: 3/25/2026 10:43 AM Page 14 [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: March 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
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1 David Yakobson
From: Karen Melick <[email protected]>
Sent: Friday, March 20, 2026 8:39 PM
To: councilmtgitems; Lana Negrete; Caroline Torosis; [email protected]; Barry Snell; Ellis Raskin; Dan Hall; Natalya Zernitskaya; Oliver Chi; Heidi von Tongeln Subject: Agenda item 1, General Public Input, March 24th Council meeting

EXTERNAL
Hello City Manager Chi, Mayor Torosis and Council members, The Joint Use Agreement Provides Important Services to Santa Monica Youth and Residents The Joint Use Agreement with the school district that expires on June 30, 2027 provides important services to Santa Monica youth and residents. The CREST after school childcare and break programs were critical to me as a working mother. There are currently 141 classes in ActiveNet that the City is running at the middle and elementary schools. The field rentals provide advanced sports opportunities for many Santa Monica residents.

No Joint Use Agreement, No City Programs or Access
This all goes away if the City lets the Joint Use Agreement expire without negotiating a new agreement. You showed support for Joint Use by voting to extend the YY/GS Joint Use Agreement for Samohi and Los Amigos Park until 2038. Now you need to ensure that the City maintains joint use for the middle and elementary schools. The negotiations with the school district need to start now so that these vital programs continue.

Realignment Plan, Operating Budget Stabilization and Proposed Parcel Tax In the Realignment plan, the City proposed a parcel tax to replace the joint use payment, giving the City an additional $12M to address the projected deficits. The 2024-25 actuals report showed that the projected General Fund deficit of $11M ended up being a $2.5M surplus (Revenues less Expenditures), the second year in a row that there was a surplus. So, the General Fund is balanced even before any effects of the Realignment Plan and its $24M per year of new revenues or the addition of $12M which wouldn't be realized until the 2027-28 fiscal year. Yet a citizens group is putting a parcel tax measure on the ballot to provide replacement funding to SMMUSD. Six of you have endorsed this measure. If successful, this transfers the City’s commitment to SMMUSD onto property owners and Santa Monica residents.

SMMUSD Averaged $14M Surplus the Last 5 Years, Has Record Reserves SMMUSD averaged $14M in surplus the last 5 years. Reserves have quadrupled to $84M. This is because local revenues have increased 53% in the last 10 years from: the sales tax of $17.6M tied to the Samohi and Los Amigos Joint Use Agreement (that the City also gets $17.6M), excess property taxes (Basic Aid), $10M from measure GSH that started 2 years ago. Enrollment has decreased by 23% over the last 10 years. The MFUA $12M is not critical funding and the loss of this would not cause any teachers to be let go for fiscal reasons.

SMMUSD Property Taxes Increasing Significantly
If I had a dollar for every time I heard you talk about housing affordability, I might be able to pay my school district property tax bill which went up drastically this year. In 2025, school district taxes went up $865 for a $2M home. This was due to $200M of the $495M bond measure being issued. Now the parcel tax would add $495, in addition to the existing parcel tax of $530. In 2027 a $2M home would pay $3400 just to the school district, an increase of over $1400 over 2024. Then another big jump will come when the remaining $295M of bonds are issued.

Renters are Affected by Parcel Taxes and Bond Payments, Disproportional Burden on Lower Income Residents Item 1
March 24, 2026
Item 1
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 2 Renters are also affected as SMMUSD taxes can be passed through. Parcel taxes and sales taxes are regressive taxes that put a disproportional burden on lower income residents. Over 20% of Santa Monica rental and homeowner households pay more than 50% of their income on housing. Adding this new tax to them literally takes food off of their table so that the City can increase the salaries of the City executives making more than $250,000 a year. That is not right.

No New Taxes on Santa Monica Residents
Do not foist the City’s commitment to SMMUSD permanently onto residents, many who are struggling financially due to inflation, job instability, increased taxes, and fees including Santa Monica parking fee increases and credit card fees. Affordability is the number one issue of Californians. The City’s financial position has stabilized and is moving in the right direction. Don’t make Santa Monica housing affordability worse. No new taxes.

Thank you for your time and consideration.

Karen Melick
Item 1
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Item 1
March 24, 2026

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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 3 David Yakobson
From: John Alle <[email protected]>
Sent: Tuesday, March 17, 2026 6:30 AM
To: The Santa Monica Coalition
Subject: Today, March 17, 2026

EXTERNAL
Many brave entrepreneurs invest their life savings to open a business and provide job opportunities. Santa Monica's mayor and vice mayor say, "Santa Monica is open for business." We ask, "For whom?" Has the mayor or vice mayor ever operated a business or struggled to make payroll? FITCH Rating Outlook has downgraded Santa Monica to "NEGATIVE" from "STABLE" based on changing economic trends and performance. Would YOU
invest in Santa Monica for your own retirement fund if it were a stock? Please let us know.

Insta
https://www.instagram.com/reel/DV_Ca88Aghg/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA== YouTube
https://youtu.be/6D7wJCm2OaA
Item 1
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Item 1
March 24, 2026

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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 4 David Yakobson
From: John Alle <[email protected]>
Sent: Saturday, March 21, 2026 9:38 AM
To: The Santa Monica Coalition
Subject: Lunchtime yesterday at Santa Monica Police Station

EXTERNAL
17 months ago a Santa Monica Police Officer was stabbed in an unprovoked attack outside the police station. Has safety improved? Sense of safety and accountability has diminished, which is why UNREPORTED crime is up. In Santa Monica, "PUBLIC SAFETY" now means constructing more concrete barrier bike lanes, reducing parking spaces, and reducing funding for SMPD officers on the streets. God protect the lives of our SMPD officers interacting with the public behind bullet proof glass.

Insta
https://www.instagram.com/reel/DWJxVzHgr6b/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA== YouTube
https://youtu.be/3U6QKkvqe6k
Item 1
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Item 1
March 24, 2026

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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 5 David Yakobson
From: Hannah Laird <[email protected]>
Sent: Saturday, March 21, 2026 4:00 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am a Santa Monica resident and I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Even though I don't live right next to the airport, it matters to me as part of what makes Santa Monica the city it is.

We don't want an irreversible decision that can impact jobs, businesses, and city revenues that fund the services all of us rely on. A park-only option creates enormous costs for the City at a time when Santa Monica is already facing serious budget challenges, and would likely take many years and hundreds of millions of dollars before any resident sees a benefit.

Most importantly, a strong majority of Santa Monica voters support keeping the airport while still having park space and businesses. I hope the City will take the time to pursue balanced solutions that preserve this important community resource while adding new public space and amenities for all Santa Monica residents.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Hannah Laird
Mid-City
Item 1
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Item 1
March 24, 2026

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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 6 David Yakobson
From: HOUMAN SALEM <[email protected]>
Sent: Saturday, March 21, 2026 10:31 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

The Santa Monica Airport is a historic and valuable resource, and we don't want an irreversible decision that can impact jobs, businesses, and revenues. A park-only option creates enormous costs for the City at a time when Santa Monica is already facing serious budget challenges, and would likely take many years and hundreds of millions of dollars before residents see any benefit.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Houman Salem
Ocean Park
Item 1
March 24, 2026
Item 1
March 24, 2026

1.A.a
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 7 David Yakobson
From: Jack _X <[email protected]>
Sent: Sunday, March 22, 2026 12:16 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Jack Arthur Abrams
Santa Monica Airport
Item 1
March 24, 2026
Item 1
March 24, 2026

1.A.a
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 8 David Yakobson
From: Tedd R. <[email protected]>
Sent: Sunday, March 22, 2026 8:22 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am a Santa Monica resident who lives near the airport, and I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Theodor Rossi
Venice beach
Sent from my iPhone
Item 1
March 24, 2026
Item 1
March 24, 2026

1.A.a
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 9 David Yakobson
From: John Alle <[email protected]>
Sent: Sunday, March 22, 2026 11:35 AM
To: The Santa Monica Coalition
Subject: Anytime Between 9 AM and 12 Noon on Easter Sunday

EXTERNAL
Stop by and join Coach Jackson, The Santa Monica Coalition, and KAUSE in REED PARK this Easter Sunday anytime between 9 AM and 12 Noon as we take a break from seeing needles and drug paraphernalia to watch happy faces of children and families. The Easter Bunny will be there for photos. Gift baskets, gift cards and packages of baby diapers will be provided to all in attendance. Coach Jackson's "Basketball Free Throw Contest" will also feature special prizes. We will be directly across from St. Monica Catholic Church at 7th & California.

Instagram
https://www.instagram.com/p/DWMl-vimFNM/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA== X
https://x.com/TheSMCoalition/status/2035785883232907468 Item 1
March 24, 2026
Item 1
March 24, 2026

1.A.a
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 10 David Yakobson
From: Shane Murphy <[email protected]>
Sent: Monday, March 23, 2026 6:45 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Shane Murphy
Sunset park
Item 1
March 24, 2026
Item 1
March 24, 2026

1.A.a
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 11 David Yakobson
From: Lyn Combs <[email protected]>
Sent: Monday, March 23, 2026 6:54 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Su Lyn Combs
Pico
Item 1
March 24, 2026
Item 1
March 24, 2026

1.A.a
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 12 David Yakobson
From: Christian Boettcher <[email protected]> Sent: Monday, March 23, 2026 7:03 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Christian Boettcher
Mar Vista
Sent from my iPhone
Item 1
March 24, 2026
Item 1
March 24, 2026

1.A.a
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 13 David Yakobson
From: LANCE FISHER <[email protected]>
Sent: Monday, March 23, 2026 7:11 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

The Santa Monica Airport is a historic and valuable resource, and we don't want an irreversible decision that can impact jobs, businesses, and revenues.

During natural disaster, SMO provides a local airport for landing and dispatch, search and rescue, emergency medical transport, law enforcement, aircraft refueling, and other first responder support.

If you are having a medical emergency, that helicopter that was always only 10 minutes away, is now 40 minutes away because they can no longer use the Santa Monica airport to refuel. I hope you are ok with that when it's your heart attack or your child is having trouble breathing.

This alone is a no-brainer. SMO's operation can save lives. Closing the airport in our complex living environment of So Cal is dangerous and foolish. Any other position to close the airport is not relevant.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Lance Fisher
Item 1
March 24, 2026
Item 1
March 24, 2026

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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 14 David Yakobson
From: Lora Goldstein <[email protected]>
Sent: Monday, March 23, 2026 7:13 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Even though I don't live right next to the airport, it matters to me as part of what makes Santa Monica the city it is.

The airport could be a massive revenue generator for the city if properly managed and ran. Which in return could help the libraries, renovate the Civic Center (which potentially could bring in more revenue for the city), and help fund expansion parks or new little parks across the city.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Josh Walters
Pico
Sent from my iPhone
Item 1
March 24, 2026
Item 1
March 24, 2026

1.A.a
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 15 David Yakobson
From: Faustin Carter <[email protected]>
Sent: Monday, March 23, 2026 7:16 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Please listen to residents and avoid rushing toward closing the airport. I do want a park and housing, but I also want a functioning runway, where general aviation pilots use unleaded fuel or electric aircraft, and we continue to have the irreplaceable resource that a small airport brings to the city.

Thank you for your service to our community.

Sincerely,
Faustin Carter
Sunset Park
Item 1
March 24, 2026
Item 1
March 24, 2026

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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 16 David Yakobson
From: Deidre Powell <[email protected]>
Sent: Monday, March 23, 2026 7:20 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Even though I don't live right next to the airport, it matters to me as part of what makes Santa Monica the city it is.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Deidre Powell Wilson
North of Montana
Item 1
March 24, 2026
Item 1
March 24, 2026

1.A.a
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 17 David Yakobson
From: Dale Foss <[email protected]>
Sent: Monday, March 23, 2026 7:23 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Dale Foss
Frequent Santa Monica visitor near airport
Item 1
March 24, 2026
Item 1
March 24, 2026

1.A.a
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 18 David Yakobson
From: Joel Milne <[email protected]>
Sent: Monday, March 23, 2026 7:32 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am a resident who lives near the airport, and I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Joel Milne
Item 1
March 24, 2026
Item 1
March 24, 2026

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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 19 David Yakobson
From: Joe Nicoletti <[email protected]>
Sent: Monday, March 23, 2026 7:35 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid closing the airport.

Thank you for your service to our community.

DENSITY… CANT HANDEL IT
WORK ON KEEPING THE CITY RESIDENTS AND BUSINESS SAFE.

Sincerely,
Joseph Nicoletti
Joe Nicoletti
[email protected]
To help
protect your
privacy,
Micro so ft
Office
prevented
auto matic
download of
this picture
from the
Internet.

Chameleon
Paintworks
Cal Lic #574493 since 1985
2506 28th Street, Santa Monica, CA 90405
310-466-5250 Cell
310-453-4444 Studio
www.paintworks.us
To help
protect your
privacy,
Micro so ft
Office
prevented
auto matic
download of
this picture
from the
Internet.

Live
Colourfully
Item 1
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Item 1
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 20 Be Generous In Whatever You Do
CONFIDENTIALITY NOTE:

This e-mail and any attachments are confidential and are protected by legal privilege. If you are not the intended recipient, be aware that any disclosure, copying, distribution or use of this e-mail or any attachment is prohibited.

If you have received this e-mail in error, please notify us immediately by returning it to the sender at [email protected] and delete this copy from your system.

Item 1
March 24, 2026
Item 1
March 24, 2026

1.A.a
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 21 David Yakobson
From: Alexander Alexandrov <[email protected]> Sent: Monday, March 23, 2026 7:38 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Even though I don't live right next to the airport, it matters to me as part of what makes Santa Monica the city it is.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Alexander Alexandrov
Santa Monica
Item 1
March 24, 2026
Item 1
March 24, 2026

1.A.a
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 22 David Yakobson
From: Liza Jensen <[email protected]>
Sent: Monday, March 23, 2026 7:39 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Liza Lerche Jensen
Angel flight volunteer, West LA
Item 1
March 24, 2026
Item 1
March 24, 2026

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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 23 David Yakobson
From: Bill Lasley <[email protected]>
Sent: Monday, March 23, 2026 7:40 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Bill Lasley
montana
Item 1
March 24, 2026
Item 1
March 24, 2026

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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 1 David Yakobson
From: Planning Commission Comments
Sent: Tuesday, March 17, 2026 1:26 PM
To: councilmtgitems
Subject: FW: Email about proposed housing project
Hey folks!
We received this email from a resident. Thinking it might fit best under Item 1 on the March 24 agenda? Thanks.

Ethan
From: Planning <[email protected]>
Sent: Monday, March 16, 2026 5:54 PM
To: Planning Commission Comments <[email protected]> Subject: FW: Email about proposed housing project
From: ejs2514 <[email protected]>
Sent: Monday, March 16, 2026 3:34 PM
To: City of Santa Monica <[email protected]>; Planning <[email protected]> Subject: Email about proposed housing project

EXTERNAL
I received the email below regarding the planned housing project at 1402 Wilshire.

As a Santa Monica (Sunset Park) homeowner, I believe that the project is worthwhile, and should go forward. Increased residential density is a necessary step in Santa Monica's evolution into a sustainable city.
[There are several proposed multi-family projects in my neighborhood too, and I am in favor of all of them]
Best wishes,
Ed Salisbury
2514 30th Street
----- Forwarded Message -----
From: Santa Monica Neighbors <[email protected]> To: "[email protected]" <[email protected]>
Sent: Monday, March 16, 2026 at 10:24:09 AM PDT
Subject: Santa Monica residents: HUD comment deadline March 23 Dear Santa Monica Residents,
Item 1
March 24, 2026
Item 1
March 24, 2026

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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 2 A quick note because we only have a short window before March 23.

If you have five minutes today, you can help ensure federal officials review concerns about the Tierra Apartments project at 1402 Wilshire Boulevard (corner of 14th & Wilshire).

Here is what you can do:

1. Visit the website
https://smtransparency2.netlify.app/

2. Use the form letter provided (you may send it exactly as written or edit it in your own words) If you have a PC. You must copy and paste.

3. Send the letter to HUD officials reviewing the project

4. Forward this email to friends or neighbors in Santa Monica who may want to participate That is it. Four simple steps that take less than 3 minutes.

Quick Summary
The Santa Monica City Council committed approximately $20 million in public funds and cityowned land to the Hollywood Community Housing Corporation Tierra Apartments project at 1402 Wilshire Boulevard.

The city purchased the Unleashed building and transferred it to the developer while also authorizing additional taxpayer-funded gap financing.

Three council members who voted on the project had documented relationships with the developer or service providers connected to the project. These relationships were not disclosed during the approval process.

Residents now have an opportunity to submit comments directly to the U.S. Department of Housing and Urban Development (HUD) before funds are finalized.

HUD must review objections submitted during this comment period.

Supporting documents and the form letter are available here:
https://smtransparency2.netlify.app/
A Personal Note
We want to take a moment to say thank you to everyone who has been involved.

Many residents have attended council meetings, reviewed documents, filed public records requests, and spent months trying to understand how this decision was made.

That work matters.

Because of that effort, there is now documentation, a timeline of events, and specific legal questions that federal officials can review.

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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 3 This is not about opposing housing. It is about ensuring that public funds are used responsibly, conflicts of interest are disclosed, and the rules governing federal housing funds are followed.

If you have a few minutes today, please consider submitting a letter to HUD.

Every submission becomes part of the review record.

And please forward this email to other Santa Monica residents who may want to participate before the March 23 deadline.

Thank you again for your time, your persistence, and your commitment to the community.

Sincerely,
Mid Wilshire Neighbors
Website with documents and form letter:
https://smtransparency2.netlify.app/
Deadline to submit comments: March 23, 2026
Click here to unsubscribe
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 1 David Yakobson
From: Planning Commission Comments
Sent: Tuesday, March 17, 2026 1:26 PM
To: councilmtgitems
Subject: FW: Email about proposed housing project
Hey folks!
We received this email from a resident. Thinking it might fit best under Item 1 on the March 24 agenda? Thanks.

EXTERNAL
I received the email below regarding the planned housing project at 1402 Wilshire.

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Packet Pg. 42
Attachment: Written Comments [Revision 1] (7631 : Written Comments) 2 A quick note because we only have a short window before March 23.

If you have five minutes today, you can help ensure federal officials review concerns about the Tierra Apartments project at 1402 Wilshire Boulevard (corner of 14th & Wilshire).

Here is what you can do:

1. Visit the website
https://smtransparency2.netlify.app/

2. Use the form letter provided (you may send it exactly as written or edit it in your own words) If you have a PC. You must copy and paste.

3. Send the letter to HUD officials reviewing the project

4. Forward this email to friends or neighbors in Santa Monica who may want to participate That is it. Four simple steps that take less than 3 minutes.

The city purchased the Unleashed building and transferred it to the developer while also authorizing additional taxpayer-funded gap financing.

Residents now have an opportunity to submit comments directly to the U.S. Department of Housing and Urban Development (HUD) before funds are finalized.

HUD must review objections submitted during this comment period.

Supporting documents and the form letter are available here:
https://smtransparency2.netlify.app/
A Personal Note
We want to take a moment to say thank you to everyone who has been involved.

Many residents have attended council meetings, reviewed documents, filed public records requests, and spent months trying to understand how this decision was made.

That work matters.

Because of that effort, there is now documentation, a timeline of events, and specific legal questions that federal officials can review.

Item 1
March 24, 2026
Item 1
March 24, 2026

1.A.a
Packet Pg. 43
Attachment: Written Comments [Revision 1] (7631 : Written Comments) 3 This is not about opposing housing. It is about ensuring that public funds are used responsibly, conflicts of interest are disclosed, and the rules governing federal housing funds are followed.

If you have a few minutes today, please consider submitting a letter to HUD.

Every submission becomes part of the review record.

And please forward this email to other Santa Monica residents who may want to participate before the March 23 deadline.

Thank you again for your time, your persistence, and your commitment to the community.

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Packet Pg. 44
Attachment: Written Comments [Revision 1] (7631 : Written Comments) 1 David Yakobson
From: s g <[email protected]>
Sent: Monday, March 23, 2026 7:44 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Steve Ghobrial
Sent from my iPhone
Item 1
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Item 1
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Packet Pg. 45
Attachment: Written Comments [Revision 1] (7631 : Written Comments) 2 David Yakobson
From: DAVID STILLER <[email protected]>
Sent: Monday, March 23, 2026 7:50 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Stiller David
Ocean park
Best wishes ,
Dave Stiller
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 3 David Yakobson
From: Widget Moore <[email protected]>
Sent: Monday, March 23, 2026 7:53 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am 4th generation Santa Monica, Venice, Marvista resident- I grew up with the airport and I love it! We live near it and my children love watching the planes and we feel safer living near it. Please keep it and continue the great history of our Santa Monica airport!
I am a Santa Monica resident who lives near the airport, and I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Widget Moseley
Mar vista
Item 1
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Item 1
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EXTERNAL
Dear Save Santa Monica Airport Team,
I’m writing to express our strong support for preserving and expanding the role of Santa Monica Municipal Airport (KSMO). The attached IRS Form 990 from the Museum of Flying highlights the airport’s enduring educational and historical value, with its mission centered on aviation advancement and public engagement.

Beyond its cultural significance, SMO serves as a vital emergency backup during seasonal wildfire operations and supports commuter aviation. Its legacy as a manufacturing site for aircraft and aerospace components also positions it as a potential hub for future high-tech innovation and resilience infrastructure.

Preserving SMO isn’t just about honoring the past—it’s about securing a flexible, responsive future for our region.

Thank you for your leadership and dedication.

Sincerely yours,
Cesar Estrada
All American War Veterans
Director/Founder
www.aawv.us
https://projects.propublica.org/nonprofits/organizations/954572190 Item 1
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 5 David Yakobson
From: Sarah Machat <[email protected]>
Sent: Monday, March 23, 2026 8:02 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Sarah Machat
Culver City
Sent from my iPhone
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 6 David Yakobson
From: James Oates <[email protected]>
Sent: Monday, March 23, 2026 8:12 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Even though I don't live right next to the airport, it matters to me as part of what makes Santa Monica the city it is.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
James Oates
Mid-City
Sent from my iPhone
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 1 David Yakobson
From: Jonathan Parzivand <[email protected]>
Sent: Monday, March 23, 2026 8:17 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Jonathan Parzivand
Brentwood
Thanks,
-Jonathan
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 2 David Yakobson
From: Catherine Collins Bott <[email protected]>
Sent: Monday, March 23, 2026 8:22 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Catherine C Bott
Sunset Park
Catherine Collins Bott, J.D., LL.M. in Taxation
214.289.6631
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 3 David Yakobson
From: Jonathan Parzivand <[email protected]>
Sent: Monday, March 23, 2026 8:18 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Jonathan Parzivand
Brentwood
Thanks,
-Jonathan
Item 1
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 4 David Yakobson
From: Grant Woods <[email protected]>
Sent: Monday, March 23, 2026 8:26 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Even though I don't live right next to the airport, it matters to me as part of what makes Santa Monica the city it is.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Grant Woods
Business owner Airport Avenue and Wilshire Blvd
GW
Please excuse my phone’s spelling
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 5 David Yakobson
From: [email protected]
Sent: Monday, March 23, 2026 8:26 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits. The Santa Monica Airport is a historic and valuable resource, and we don't want an irreversible decision that can impact jobs, businesses, and revenues. A park-only option creates enormous costs for the City at a time when Santa Monica is already facing serious budget challenges, and would likely take many years and hundreds of millions of dollars before residents see any benefit. Most importantly, a strong majority of Santa Monica voters support keeping the airport while still having park space and businesses. I hope the City will take the time to pursue balanced solutions that preserve this important community resource while adding new public space and amenities. Please listen to residents and avoid rushing toward closing the airport. Thank you for your service to our community. Sincerely, Natalie Shaby West Los Angeles Item 1
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 1 David Yakobson
From: DAVID ROSS <[email protected]>
Sent: Monday, March 23, 2026 8:35 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
David Ross
Pacific Palisades
Sent from my iPhone
Item 1
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Item 1
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 2 David Yakobson
From: Ray Gartsman <[email protected]>
Sent: Monday, March 23, 2026 8:35 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Ray Gartsman
Midcity
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 1 David Yakobson
From: John Alle <[email protected]>
Sent: Monday, March 23, 2026 9:03 AM
To: The Santa Monica Coalition
Subject: Empty Tables and Half-Full Tour Buses

EXTERNAL
At the end of the day, "oops, midday" at lunch on Santa Monica's Ocean Ave., across from Palisades Park. No mayor, city manager, council member, peace ambassador, Chamber of Commerce or Travel and Tourism CEO is around who truly cares or has our back. They discuss World Cup events, even the 2028 Olympics, but ultimately the Feds will safeguard residents, business employees, and hopefully, tourists.

Insta
https://www.instagram.com/reel/DWO39b9gtKV/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA== YouTube
https://youtu.be/OaiuHjQTn8E
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 1 David Yakobson
From: John Alle <[email protected]>
Sent: Monday, March 23, 2026 9:03 AM
To: The Santa Monica Coalition
Subject: Empty Tables and Half-Full Tour Buses

Insta
https://www.instagram.com/reel/DWO39b9gtKV/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA== YouTube
https://youtu.be/OaiuHjQTn8E
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 1 David Yakobson
From: James Luzano <[email protected]>
Sent: Monday, March 23, 2026 9:34 AM
To: councilmtgitems
Cc: Jesse Zwick; Lana Negrete; Caroline Torosis; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Even though I don't live right next to the airport, it matters to me as part of what makes Santa Monica the city it is. We don't want an irreversible decision that can impact jobs, businesses, and city revenues that fund the services all of us rely on. A park-only option creates enormous costs for the City at a time when Santa Monica is already facing serious budget challenges, and would likely take many years and hundreds of millions of dollars before any resident sees a benefit.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
James Luzano
Pico
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 2 David Yakobson
From: Peter Leffe <[email protected]>
Sent: Monday, March 23, 2026 10:00 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am a Marina del Reybresident who lives near the airport, and I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Peter Leffe
Marina del Rey
Sent from my iPhone
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 3 David Yakobson
From: Evan Green <[email protected]>
Sent: Monday, March 23, 2026 10:13 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Evan Green
ocean park

To help protect your privacy, Microsoft Office prevented automatic download of this picture from the Internet. Evan Green | The MBS Group
Executive Vice President
M: 213.400.6060
[email protected]

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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 4 David Yakobson
From: Dave Giammarco <[email protected]>
Sent: Monday, March 23, 2026 10:23 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
David Giammarco
Sawtelle
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 5 David Yakobson
From: Ehab Hanna <[email protected]>
Sent: Monday, March 23, 2026 10:36 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Ehab Hanna
Get Outlook for iOS
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Packet Pg. 64
Attachment: Written Comments [Revision 1] (7631 : Written Comments) 6 David Yakobson
From: Shelley Corwin <[email protected]>
Sent: Monday, March 23, 2026 10:56 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I’m a 40 year resident and own property here. I moved to SM because of its beach style with low rise, low density, nothing to pollute the air visually and environmentally. Sadly, it’s continuing to be destroyed by greedy, poor quality city development decisions and is going rapidly downhill. Certainly tourists don’t come here now with the well-known poor condition of 3rd street mall nor go to the half-empty main st area.

The entire airport area can CONTINUE TO sustain and profit from individual art studios and small businesses while staying open as an airport.

GOOGLE "THE TORPEDO FACTORY"
former U.S. Naval Torpedo
Station, a naval munitions
factory on the banks of the
Potomac River in Old Town,
Alexandria, Virginia, which was
converted into an art center in
1974.

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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 7 one of man similar developments globally.

The many successful business in Silicon Beach could contribute to an area dedicated to sports, art, culture and/or nature, with space for their own rotating exhibits, student workshops and community-oriented education that informs the public while helping to fund development. its tax deductible to them.

Has anyone explored funding through these businesses?
The development plans I’ve been sent for survey are unimaginative and out of date and sync with the realities of our communities. And impossible with no city funds.

KEEP THE AIRPORT AS THE HISTORICAL AIRPORT IT IS, AND DEVELOP IT WITH THAT FOCUS!! SMALL PLANES, NOT JETS, A SHOP FOR PILOTS, TOURIST AND RESIDENT

ATTRACTIONS
If the city would clean up our parks, deal with homeless in a positive, effective manner and protect the residents using our parks, there isn’t any need for another new one that will become an identical haven for homeless and garbage.

Housing the city won’t honestly admit it plans to add in the airport area will destroy the environment and increase traffic and pollution.

Thank you for your service to our community.Now please actually do your job FOR the benefit of the community, not developers and greed.

Sincerely,
shelley corwin
wilshire montana
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Packet Pg. 66
Attachment: Written Comments [Revision 1] (7631 : Written Comments) 8 David Yakobson
From: bill marley <[email protected]>
Sent: Monday, March 23, 2026 10:56 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am a Santa Monica resident and I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
William Marley
Mid-City
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Packet Pg. 67
Attachment: Written Comments [Revision 1] (7631 : Written Comments) 9 David Yakobson
From: Matt Pringle <[email protected]>
Sent: Monday, March 23, 2026 10:58 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Matthew Pringle
Marina Del Rey... Grew up on 23rd and Ashland and still consider Santa Monica “Home” Item 1
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Packet Pg. 68
Attachment: Written Comments [Revision 1] (7631 : Written Comments) 1 David Yakobson
From: Robert Moore <[email protected]>
Sent: Monday, March 23, 2026 11:34 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
Keep the SM Airport for Student Aviation, Powered Gliders, Small Aircraft, EV Aircraft & Heliport, it makes ZERO sense to wave the these opportunities for the local community!:) I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Robert Moore
Santa Monica
Thank you,
<(•_•)>
Robert Moore
Silicon Beach Design Studio™ & LAB
至JOHNAVATAR.com™至
Santa Monica, CA 90402
USA
Email: [email protected]
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 2 iPhone: (310) 488-8368
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 3 David Yakobson
From: Adam Krepack <[email protected]>
Sent: Monday, March 23, 2026 11:37 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I got the body of the email below (starting with I am a Santa Monica resident) from Spirit of Santa Monica. I agree with all of it but thought I’d add my own personal feelings here.

I regularly take my kids to the Museum of Flying (we’re looking forward to it reopening after the flooding issue) and to the airport observation area almost every week. They absolutely love watching the planes take off and land, and it’s become one of those simple experiences that means a lot to our family. It’s also something really special to have so close to home.

When I told my son the airport might be going away, he was genuinely upset and asked me to try to stop it. That’s what motivated me to write to you. The airport isn’t just a piece of land, it inspires curiosity and excitement about aviation for both kids and adults. It feels like an important part of Santa Monica’s identity, both historically and today.

I understand that the city is thinking carefully about how this space could be used in the future.

However, I would strongly encourage you to consider preserving the airport itself while focusing improvements on the surrounding areas. Keeping the airport while thoughtfully improving nearby community spaces could allow us to maintain something unique while still making progress for residents.

As a parent, safety and usability of public spaces matter a great deal to me. In recent years, many families feel that parks and public areas have become harder to enjoy because of safety concerns and the broader homelessness issue in the city. I know this is a complicated challenge, but it makes it difficult to support replacing a functioning airport with a large new park when many existing parks still need consistent maintenance, safety, and long-term solutions.

Please consider keeping the airport and looking for ways to improve and build around it rather than replacing it entirely. It’s a place that brings joy to many families, including mine, and I truly hope it can remain part of our community’s future.

I am a Santa Monica resident and I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 4 Even though I don't live right next to the airport, it matters to me as part of what makes Santa Monica the city it is. We don't want an irreversible decision that can impact jobs, businesses, and city revenues that fund the services all of us rely on. A park-only option creates enormous costs for the City at a time when Santa Monica is already facing serious budget challenges, and would likely take many years and hundreds of millions of dollars before any resident sees a benefit.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Adam Krepack
Ocean Park
Sent from my iPhone
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 5 David Yakobson
From: Paul Plambeck <[email protected]>
Sent: Monday, March 23, 2026 11:48 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: Preserve Santa Monica Airport: A Strategic Asset for Our City’s Future

EXTERNAL
Dear Members of the Santa Monica City Council,
I am writing as a longtime Santa Monica resident, a parent, and a technology leader to respectfully urge you to reconsider any decision to permanently close Santa Monica Airport (SMO).

SMO is not simply a parcel of land—it is a living part of Santa Monica’s identity. For more than a century, it has played a role in shaping the city’s connection to aviation, innovation, and progress. From its historical contributions during times of national need to its continued role in general aviation today, the airport represents a legacy that few cities are fortunate enough to possess.

Beyond history, SMO serves a practical and strategic purpose that is increasingly relevant in today’s world. In the face of natural disasters, infrastructure disruption, or broader geopolitical instability, local airfields like SMO provide critical resilience. They enable rapid response, emergency access, and logistical flexibility when traditional transportation systems are strained or unavailable. Removing this capability diminishes the city’s preparedness at a time when resilience should be strengthened—not reduced.

The airport is also a source of economic activity and opportunity. It supports local jobs, attracts business, and contributes to the broader ecosystem of Southern California’s aviation and technology sectors. At a time when cities are competing to lead in emerging industries, Santa Monica has a unique opportunity sitting in plain sight.

Rather than closure, I encourage the Council to consider a forward-looking vision for SMO—one that aligns with the future of aerospace and sustainable transportation. The aviation industry is on the cusp of transformation, with advancements in electric aircraft, advanced air mobility, and urban air transportation. Santa Monica could position itself as a hub for next-generation innovation—supporting pilot programs, partnerships, and responsible development in areas such as electric aviation and “air taxi” technologies. This would not only preserve the airport’s legacy but evolve it into something that defines the city’s future.

On a more personal note, SMO is a source of inspiration. My children watch planes take off and land, just as I once did. That simple experience sparks curiosity—about how things work, about exploration, about what’s possible. In a world where we are constantly trying to inspire the next generation toward science, engineering, and innovation, spaces like SMO play an irreplaceable role.

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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 6 Santa Monica has always been a city that embraces creativity, forward thinking, and opportunity.

Preserving and reimagining SMO is consistent with those values. Closing it would be a permanent decision that removes not only a piece of our past, but a platform for our future.

I respectfully ask the Council to reject efforts to shut down Santa Monica Airport and instead pursue a balanced, community-informed vision that preserves its benefits while addressing concerns.

Thank you for your time and consideration.

Sincerely,
Paul Plambeck
Santa Monica Resident (Sunset Park & Ocean Park)
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 7 David Yakobson
From: Frank Prewoznik <[email protected]>
Sent: Monday, March 23, 2026 12:03 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Even though I don't live right next to the airport, it matters to me as part of what makes Santa Monica the city it is.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Frank Prewoznik
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 8 David Yakobson
From: Bill Price <[email protected]>
Sent: Monday, March 23, 2026 12:11 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
William Price
Ocean Park
Sent from my iPad
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 9 David Yakobson
From: danilobach <[email protected]>
Sent: Monday, March 23, 2026 12:51 PM
To: councilmtgitems
Subject: Council Agenda Item 16E - Parks and Recreation Commission appointment, 3/24/26

EXTERNAL
Dear Mayor Torosis and Council Members,
For the past year I've had the pleasure of seeing Matt Goldenberg working with neighbors, their reps, and city staff to advance the welfare of our kids and their parents in Santa Monica and I want to tell you how impressed I am. Smart and thoughtful, Matt is consistently informed and shows great skill working well with others. He is an excellent candidate for the Parks and Recreation Commission and I look forward to his contributions.

Sincerely,
Danilo Bach
Board member, Noma
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 10 David Yakobson
From: Lynn Sturgis <[email protected]>
Sent: Monday, March 23, 2026 1:00 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Susan Cline; Peter James; Santa Monica City Manager's Office; [email protected]; Oliver Chi; Council Mailbox
Subject: Subject: Agenda Item 1 Please Listen to Residents on the Future of the Airport

As someone whose daily life is directly shaped by the airport and the surrounding area, I value the activity, jobs, and services it brings to our neighborhood. I am a volunteer for Angel Flights West - a crucial member of the vibrant health community in Santa Monica. We don't want an irreversible decision that can impact the local businesses and livelihoods right outside our doors. A park-only option creates enormous costs for the City at a time when Santa Monica is already facing serious budget challenges, and would likely take many years and hundreds of millions of dollars before residents like me, the ones closest to the site, see any benefit.

Please listen to ALL residents and avoid rushing toward closing the airport. I participated in most of the community meetings you held, and have filled out many surveys - always making my concerns known about the closure of the airport. I do not think you are listening to us all.

Times and needs have changed since 2014. Improvements and changes have been made by the airport that have lessened many of the initial concerns people had back then.

Sincerely,
Lynn A. Sturgis
Pearl and 25th
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 1 David Yakobson
From: Rachel silverman <[email protected]> Sent: Monday, March 23, 2026 1:38 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Even though I don't live right next to the airport, it matters to me as part of what makes Santa Monica the city it is.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Rachel Silverman
Sent from my iPhone
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 2 David Yakobson
From: Clerk Mailbox
Sent: Monday, March 23, 2026 1:39 PM
To: councilmtgitems
Subject: Item 1 - General Public Comment
“Santa Monica Airport is an irreplaceable aviation historic icon. It was chosen as a local airfield under government orders after giving the project to none other than Charles Augustus Lindbergh. He completed the assignment in choosing Santa Monica Airport in his own Ford motor airplane, he’s also the only pilot of the only plane Ford ever flew in.

Donald Douglas designed DC 2s and 4 during his time in aviation at Santa Monica Airport. I’ve seen the desk he worked at.

The neighbors around SAMO airport complaining about small aircraft coming in and out. If they’re unhappy, let them move. Let the land around the airport be significant as well.

Samo is one of a number of very special airports during the time of Charles Lindbergh. I strongly say, keep the airport open permanently.

I am the top historian and expert in the world on 3 of the 4 most famous tri-motor airplanes ever built.

One of those airplanes was built by my family. One relative was a contemporary of Charles Lindbergh.

As with the situation at LaGuardia, if you deny access to a small airport for small aircraft, bad things can come.

Once something like this is gone, you can never ever get it back.” --Carol “Cat” DuVall, aviation and Ford Motors historian Mitchell Kois
Staff Assistant III | City Clerk’s Office
(310) 458-8211 x5518
santamonica.gov
Facebook | Twitter | Instagram
Subscribe to City of Santa Monica Email Updates
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 3 David Yakobson
From: Rick Pollack <[email protected]>
Sent: Monday, March 23, 2026 1:42 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Even though I don't live right next to the airport, it matters to me as part of what makes Santa Monica the city it is.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,

RICK POLLACK
Mid city
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 4 David Yakobson
From: Ralph Strahm <[email protected]>
Sent: Monday, March 23, 2026 1:44 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Ralph Strahm
Sent from my iPhone
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 5 David Yakobson
From: Mery Grace Castelo <[email protected]>
Sent: Monday, March 23, 2026 1:55 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Mery Grace Castelo
Montana Neighborhood
Mery Grace Castelo (she/her)
Director of Parent Relations & Special Events
Crossroads School for Arts & Sciences
1714 21st Street
Santa Monica, CA 90404
310-582-4514
xrds.org

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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 6 David Yakobson
From: [email protected]
Sent: Monday, March 23, 2026 2:58 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits. I am a pilot out of KCCB in Upland, CA and a visitor to KSMO.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Gary Christian
Pilot from KCCB, Upland, CA
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 7 David Yakobson
From: Morrie Zager <[email protected]>
Sent: Monday, March 23, 2026 3:17 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits. The airport proved invaluable during the wildfires of 2025 and would be equally important in the event of a catastrophic disaster such as an earthquake.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Morrie Zager
Woodland Hills
Sent from my iPhone
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 8 David Yakobson
From: Yasmin O <[email protected]>
Sent: Monday, March 23, 2026 3:38 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: We like the airport

EXTERNAL
Dear Council member,
I am a resident who lives near the airport, and I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Airport makes a lot of money. We do not want more construction, more traffic and more abandoned space that may attract danger. Airport was used during emergencies such as the fire. People who think removing the airport will lesson noise do not understand what that airspace is providing to them. What do people who move near an airport expect? If they are concerned about their comfort or "safety", they can move..? If the airport closes it will allow others to fly lower with no oversight. More loss of jobs. There are plenty of vacant spaces around, make use of those instead of tearing down a historic site. If possible, make SMO airport officially a historic site.

Thank you for your service to our community.

Sincerely,
Yasmin
Mar vista
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 9 David Yakobson
From: Mark Holtzman <[email protected]>
Sent: Monday, March 23, 2026 3:47 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Mark Holtzman
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 1 David Yakobson
From: Cliff Busick <[email protected]>
Sent: Monday, March 23, 2026 3:54 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

The Santa Monica Airport is a historic and valuable resource, and we don't want a IRREVERSIBLE decision that can impact jobs, businesses, and revenues. A park-only option creates enormous costs for the City at a time when Santa Monica is already facing serious budget challenges, and would likely take many years and hundreds of millions of dollars before residents see any benefit.

Being in Law Enforcement for 30 years also makes me strongly believe that the “openness” this ‘park’ will create will cause a high amount of crime of all sorts to escalate in its space! Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Clifford Busick
Born & raised within a few miles of SMO
Sent from my iPad
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 2 David Yakobson
From: Eric Kellner <[email protected]>
Sent: Monday, March 23, 2026 4:01 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Skip the boilerplate…………
I live in hot Upland and love flying in ( especially summer) to cool down and spend a bunch of money in your restaurants.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Eric Kellner
Upland
Sent from my iPhone
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 1 David Yakobson
From: Jason Laird <[email protected]>
Sent: Monday, March 23, 2026 4:33 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Jason Laird
Jason Laird
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 2 David Yakobson
From: Scotty Weber <[email protected]>
Sent: Monday, March 23, 2026 4:45 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Scotty Weber
KSMO
Sent from my iPhone
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 3 David Yakobson
From: Eman A. Adam <[email protected]>
Sent: Monday, March 23, 2026 5:08 PM
To: [email protected]; councilmtgitems Cc: [email protected]; Santa Monica Airport Conversion Subject: PUBLIC COMMENT: March 23 Airport Commission - Support for Urban Forest & Fiscal Sustainability

EXTERNAL
To the Santa Monica Airport Commission and City Planning Team, As a Westside resident and a parent, I am writing to formally submit my feedback on the Phase 3B Framework for the Santa Monica Airport conversion.

While I support the "Great Park" vision, I am deeply concerned by the push for expanded "Active Sports" districts. We must prioritize the Immersive Nature and Urban Forest districts as the dominant land use for the following reasons:

1. Averting a Fiscal Maintenance Crisis
We must prioritize long-term fiscal stewardship. The City is already facing a very serious funding gap for the Memorial Park expansion. Athletic complexes are not one-time investments; they are "forever bills." Beyond the high electricity costs for floodlights, artificial turf has a "replacement cliff" every 8–10 years, costing upwards of $500k per field to rip out and dispose of as non-recyclable hazardous waste. An Urban Forest is living infrastructure that appreciates in value, providing a benefit-to-cost ratio of over 5- to-1 through ecosystem services and energy savings.

2. Protecting Our Children’s Health & Development
As a parent, I know my kids have plenty of places to be active—we have Clover, Memorial, SMC, and Marine Park right here, not to mention our world-class beaches and sand volleyball courts. What our children actually lack is access to a true forest. For their mental health and cognitive development, they need space for unstructured play and imagination, not more fenced-in, scheduled drills.

Furthermore, we are just 6 miles from LAX—the 3rd busiest airport in the U.S. and a global air traffic hub.

Our children need a massive canopy of trees to act as a biological air filter against jet fuel particulates and urban smog. Our kids can only "play better sports" if they are breathing cleaner air.

3. Climate & Water Infrastructure
With 360 days of sun and rising regional fire risks—as evidenced by the Palisades Fire—we need a Regional Heat Sink. A forest can drop local temperatures by up to 3 F conversely, artificial turf can reach surface temperatures of 160 F to 200 F becoming a heat source that is literally too hot for children to use safely during the day. We must prioritize permeable surfaces to support the City's 100% water selfsufficiency goals.

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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 4 4. Social Equity and Public Access
This park is a matter of Social Justice. Many of our residents here do not have private gardens or shaded backyards. They deserve a world-class natural space where they can take their children to relax and decompress. A forest provides a "public living room" accessible to everyone, not just those enrolled in organized, fee-based sports leagues.

5. The Hangar Solution (Adaptive Reuse)
We have millions of square feet of existing hangars on the Urban Edge. I urge the Commission to utilize Adaptive Reuse to house indoor sports (pickleball, basketball, etc.) within these structures. This preserves the 190+ acres of outdoor land for its highest and best use: a regenerative urban forest.

Please can we ensure this is legacy project, a park for the next 100 years, not just a high-maintenance sports complex for the next ten.

Sincerely,
Eman
[Santa Monica/90403]
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Attachment: Written Comments [Revision 1] (7631 : Written Comments) 5 David Yakobson
From: anthony princiotta <[email protected]>
Sent: Monday, March 23, 2026 5:47 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Anthony Princiotta
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Packet Pg. 94
Attachment: Written Comments [Revision 1] (7631 : Written Comments) 6 David Yakobson
From: ArmexAdventures <[email protected]>
Sent: Monday, March 23, 2026 6:37 PM
To: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; councilmtgitems
Subject: Item 11C - Santa Monica Realignment Plan Update: Proposed Remote Work Program Changes

EXTERNAL
Honorable Mayor and City Council Members,

As a dedicated employee of the City of Santa Monica, I am writing to express my strong opposition to the proposed restructuring of the Remote Work Program. While the City cites "consistency" and "equity" as the drivers of this change, the proposal, in its current form, will actively undermine the Organizational Health and sustainability goals the City has pledged to uphold.

I ask that you consider the following points before tomorrow’s vote:

Remote work has become a standard and effective practice across both the public and private sectors. Research consistently shows that remote and hybrid workers are as productive, often more so, than fully in-person employees. City staff have continued to deliver high-quality work under the current model, often working beyond standard hours to meet operational needs. At a time when compensation increases have not kept pace with staggering inflation, maintaining flexibility is one of the most meaningful ways the City can support recruitment, retention, and morale. The suggestion that remote work implies a lesser commitment to the City's mission is not supported by the evidence or by our track record. Rolling back flexibility risks negatively affecting morale, productivity, recruitment, and retention.

The "Equity" Paradox: The City defines equity as everyone working the same way. However, true equity acknowledges the disparate financial realities of our workforce. Most staff cannot afford to live in Santa Monica. Forcing longer commutes on those who cannot relocate is not only burdensome, it is a "commuter tax" that disproportionately impacts lower- and middle-income workers, families, and those in protected classes who live furthest from the City. Many of us face

1.5–3-hour round-trip commutes, with continued increasing gas costs in California’s expensive market. A policy that penalizes employees for living where they can afford to is, in effect, one that disproportionately impacts lower- and middle-income workers. Expecting office presence for those who cannot relocate is not only burdensome—it risks being discriminatory and at odds with the City’s DEI commitments. Remote work is a vital tool for economic inclusion.

A Stark Double Standard: The City clearly recognizes the local housing affordability crisis, as evidenced by the $5,000 monthly rental allowance ($60,000 annually) provided to the City Manager to live near City Hall. It is a contradiction to acknowledge this financial barrier for leadership while simultaneously removing the remote-work flexibility that allows rank-and-file staff, who receive no such housing subsidies, to manage the same crisis.

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Packet Pg. 95
Attachment: Written Comments [Revision 1] (7631 : Written Comments) 7 Environmental Hypocrisy: Santa Monica is a leader in climate action. Forcing hundreds of employees back into daily gridlock directly contradicts our carbon reduction goals. Research shows that hybrid work (3 days remote) reduces an individual’s carbon footprint by nearly 30%.

Proven Performance: Remote work is the "new normal" and has been a standard, effective practice for us since the pandemic. Many of us regularly work beyond our regular schedule, including nights and weekends, to ensure City projects are completed. Our commitment is proven by our output, not by the chair we sit in. Additionally, team building, mentoring, and in-person collaboration are successfully taking place within our current flexible work schedule. Specific performance issues involving employees working remotely are handled by supervisors on a caseby-case basis through the disciplinary process and/or performance improvement plans.

Organizational Health & Retention: This proposed change also directly contradicts one of the City’s own Realignment Plan pillars: “Build Organizational Health: Create a distinctive culture, improve morale, invest in our people, and bring clarity to how we operate.” Reducing flexibility, increasing commutes, and eroding work-life balance will harm morale and retention rather than strengthen them. Proposing that staff take "administrative leave to seek other employment" if they cannot meet these new commute demands is the opposite of an investment; it is an invitation for our most talented experts to leave, and does not convey to staff that they are valued.

Rolling back a well-established remote work benefit without demonstrated performance problems, without meaningful wage offsets, and without genuine consultation with employees does the opposite of building organizational health. It damages morale, erodes trust, and sends a clear message to staff that their quality of life is expendable. You cannot build a healthy, high-performing organization by taking things away from the people doing the work. If the goal is truly a unified, motivated workforce aligned behind the City's mission, this proposal moves us in the wrong direction. The Council cannot credibly champion organizational health while simultaneously reducing the benefits that make this organization a place people want to work.

I respectfully urge you to vote against the remote-work modifications and to preserve our current hybrid model. Staff gave the City our hard work, expertise, and loyalty during the pandemic and beyond. We are committed to the success of this City, often working nights and weekends to ensure projects are completed. We ask that the City show the same commitment to us by maintaining the current work schedule.

To ensure the Council has access to the most recent data on municipal and corporate workforce trends, I have included links below to studies from the IMF, the Bureau of Labor Statistics, and leading environmental law reviews. These sources demonstrate that the current Remote Work Program is a 'winwin' for the City's climate goals and its operational efficiency."

Thank you for your time and service to our community.

Sincerely,

Concerned Employee

Supporting Research Reference List
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Packet Pg. 96
Attachment: Written Comments [Revision 1] (7631 : Written Comments) 8  Sustainability & Climate Action:
o Fordham Environmental Law Review (2024): "Full-time remote workers reduce carbon emissions by 54%, and even hybrid workers cut their carbon footprint by up to 29%." Link to Article
o Nature Cities / University of Florida (2024): A 10% decrease in on-site workers leads to a consequential annual reduction of 191.8 million metric tons (10%) in CO2 emissions from the transportation sector. Link to Study (Note: This link leads to the published study in Nature Cities).
 Economic Value & Productivity:
o International Monetary Fund (IMF) - F&D Magazine (Sept 2024): "Working From Home Is Powering Productivity." This research highlights that saving commute time (roughly 5 hours a week for hybrid workers) is a massive productivity and economic booster. Link to IMF Report
o U.S. Bureau of Labor Statistics (BLS) (2024/2025): BLS data confirms that as of early 2024, over 35 million Americans work from home, noting that flexibility is no longer a "perk" but a "productivity multiplier." Link to BLS Trends  Retention & Workforce Equity:
o Forbes / Forbes Advisor (2026): "Top Remote Work Statistics And Trends." Reports that 98% of workers want to work remotely at least some of the time, and 42% of workers would leave their jobs if forced to return to the office full-time. Link to Forbes Advisor o Harvard Business School (HBS) Working Knowledge: Research shows that "Work from Anywhere" (WFA) workers are 4.4% more productive and benefit from increased real income by living in lower-cost areas. Link to HBS Research Summary

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Packet Pg. 97
Attachment: Written Comments [Revision 1] (7631 : Written Comments) 9 David Yakobson
From: Robert Konuch <[email protected]>
Sent: Monday, March 23, 2026 6:57 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Robert Konuch
Ocean Park/Penmar
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Packet Pg. 98
Attachment: Written Comments [Revision 1] (7631 : Written Comments) 10 David Yakobson
From: Vivian Callahan <[email protected]>
Sent: Monday, March 23, 2026 7:40 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Vivian Callahan
Ocean Park
Sent from my iPhone
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Packet Pg. 99
Attachment: Written Comments [Revision 1] (7631 : Written Comments) 11 David Yakobson
From: Amy Wilson <[email protected]>
Sent: Monday, March 23, 2026 8:13 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

The Santa Monica Airport is an important resource for training the next generation of pilots, some of whom will go on to fly for the airlines.

The Santa Monica Airport is also important for fire fighting efforts and serves as a place that firefighting airplanes and helicopters can refuel and land safely, while fighting nearby fires.

The airport also is essential for people in rural areas seeking medical treatment, such as Angel Flights.

The airport is also a source of revenue from tourism, including pilots looking to fly along the Route 66 route. Aviation brings money to the local community, from outside the area.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Amy Jean Wilson
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Packet Pg. 100 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 12 David Yakobson
From: Yasser Hamed <[email protected]>
Sent: Monday, March 23, 2026 9:00 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Yasser Hamed
Mar Vista
Yasser Hamed
www.yasserhamed.com
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Packet Pg. 101 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 13 David Yakobson
From: André Dressler <[email protected]>
Sent: Monday, March 23, 2026 9:52 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I love this airport, the home of the iconic Douglas DC-3. I used to fly in to visit the Museum of Flight! Don’t forget that any airport is a huge asset when local catastrophes hit! I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Andre Dressler
Altadena
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Packet Pg. 102 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 14 David Yakobson
From: [email protected]
Sent: Monday, March 23, 2026 10:31 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Council member,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Miles Mulligan
Culver City
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Packet Pg. 103 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 15 David Yakobson
From: Nick Kane <[email protected]>
Sent: Monday, March 23, 2026 11:46 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Nicholas Kane
Cheviot Hills
Sent from my iPhone
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Packet Pg. 104 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 16 David Yakobson
From: kailash gounder <[email protected]>
Sent: Tuesday, March 24, 2026 6:07 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Kailash Gounder
South Pasadena
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Packet Pg. 105 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 17 David Yakobson
From: EnerBg LLC <[email protected]>
Sent: Tuesday, March 24, 2026 7:32 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Most importantly, a strong majority of Santa Monica voters support keeping the airport while still having park space and businesses.

I hope the City will take the time to pursue balanced solutions that preserve this important community resource while adding new public space and amenities for those of us who live nearby.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Victor Batchkarov
Mar Vista
Yahoo Mail: Search, Organize, Conquer
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Packet Pg. 106 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 1 David Yakobson
From: Alena Lehrer <[email protected]>
Sent: Tuesday, March 24, 2026 8:04 AM
To: City of Santa Monica
Cc: councilmtgitems
Subject: Disruptive Noise concern - Early Morning Leaf Blowing at 270 Palisades Beach Rd

EXTERNAL
Dear City of Santa Monica,
I am writing to report an early morning excessive noise concern near 270 Palisades Beach Road.

Leaf blowing activity has been taking place adjacent to the condominium (on parking lot directly below residential windows) at approximately from 7:00 AM on March 24th. Three individuals have been simultaneously operating leaf blowers, creating a concentrated level of noise. The activity began around 7:00 AM and still ongoing as of 8:01 AM.

This noise has been disruptive, particularly during early morning hours. I would appreciate clarification as to whether this work is being conducted by a City crew or a private contractor, and whether it is authorized to occur at that time.

Additionally, I would appreciate confirmation as to whether this activity complies with the City’s noise regulations. If it is permitted, kindly provide information regarding the applicable exception or authorization.

For reference:

Location: 270 Palisades Beach Road
Date: March 24, 2026
Time observed: 7:00 AM – 8:01 AM (and still ongoing)
Thank you for your attention to this matter. I look forward to your response.

Sincerely,
Alena Lehrer
270 palisades beach rd
Unit 203
Santa Monica
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Packet Pg. 107 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 2 David Yakobson
From: Brianne Overton <[email protected]>
Sent: Monday, March 23, 2026 8:59 PM
To: councilmtgitems
Subject: Re: Request for Reconsideration of 24-Hour Operating Permit

EXTERNAL
Dear Santa Monica City Council Members,
I hope you are well. I am writing to respectfully request that the City Council revisit the 24-hour operating permit currently granted to Magic Wand Car Wash. The continuous, late-night noise generated by this facility has become increasingly disruptive to nearby residents, impacting quality of life and overall neighborhood well-being.

I understand from speaking to code compliance that there have been complaints in the past regarding noise generated from this business; and the issue remains unresolved for many who live in close proximity. The persistent disturbance during overnight hours is particularly challenging, as it interferes with sleep and contributes to unnecessary stress for those who call this area home. I am a new resident of 920 Marine and have been woken up several times already in the first month of moving in from patrons using the facility late at night. Last night at 2 am - I was forced to call the city of Santa Monica police department to deal with patrons who were washing their vehicle and blasting loud music for over an hour - waking up my family and impacting our lives.

If the goal is to support a healthy, livable community for everyone, I believe it is important to seriously reconsider whether 24-hour operations are appropriate for a business situated so close to residential properties. Limiting operating hours; or implementing stronger noise-mitigation requirements for any patron using the facility could significantly improve conditions for residents while still allowing the business to function successfully. On a personal note, I understand the same close attention as been paid to restaurant operating hours and noise complaints in this same neighborhood nearby very expensive single family homes - so I would hope that the City would also provide the same consideration for lower income, rent controlled residents living nearby this carwash.

Thank you for your attention to this matter and for your ongoing commitment to maintaining the quality of life in our neighborhoods. I respectfully ask that the Council prioritize this issue and explore a balanced solution that supports both local residents and the business community.

Sincerely,
Brianne Overton
920 Marine Street, Santa Monica
[email protected]
3108084988
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Packet Pg. 108 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 3 Item 1
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Packet Pg. 109 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 4 David Yakobson
From: Clerk Mailbox
Sent: Tuesday, March 24, 2026 8:17 AM
To: councilmtgitems
Subject: Agenda Item 1 Please Listen to Residents on the Future of the Airport From: Kristin Jacobson <[email protected]>
Sent: Tuesday, March 24, 2026 8:16 AM
To: Council Mailbox <[email protected]>; Clerk Mailbox <[email protected]> Subject: Agenda Item 1 Please Listen to Residents on the Future of the Airport

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Kristin Jacobson
WilMont
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Packet Pg. 110 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 5 David Yakobson
From: John Alle <[email protected]>
Sent: Tuesday, March 24, 2026 8:46 AM
To: The Santa Monica Coalition
Subject: Mayors, City Managers and City Councils Need to Go

EXTERNAL
Leaders in Santa Monica and LA do not enforce existing laws and pressure their Police Chiefs to stand down regarding open drug use, handouts, sales and camping. The WRONG people are behind security gates and barricades. Trips to the cleaners, school drop-offs, grabbing lunch, and even accessing your carport can be perilous, making both cities dangerous, day and night.

Insta
https://www.instagram.com/reel/DWRaxNKgmfm/?utm_source=ig_web_copy_link&igsh=MzRlODBiNWFlZA== YouTube
https://youtu.be/mXl5y8LOoYI
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Packet Pg. 111 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 6 David Yakobson
From: Jim Wilkins <[email protected]>
Sent: Monday, March 23, 2026 10:35 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Jim Wilkins
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Packet Pg. 112 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 1 David Yakobson
From: Whitney Nielson <[email protected]>
Sent: Tuesday, March 24, 2026 9:04 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am a Los Angeles resident who lives near the airport, and I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

As someone whose daily life is directly shaped by the airport and the surrounding area, I value the activity, jobs, and services it brings to our neighborhood. As a community, we don't want an irreversible decision that can impact the local businesses and livelihoods right outside our doors. A park-only option creates enormous costs for the City at a time when Santa Monica is already facing serious budget challenges, and would likely take many years and hundreds of millions of dollars before residents like me, the ones closest to the site, see any benefit.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Whitney Gram
Westdale
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Packet Pg. 113 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 2 David Yakobson
From: Elena Popzlateva <[email protected]>
Sent: Tuesday, March 24, 2026 9:08 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Elena Popzlateva
Mar Vista
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Packet Pg. 114 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 3 David Yakobson
From: Kelli <[email protected]>
Sent: Tuesday, March 24, 2026 9:43 AM
To: councilmtgitems; Council Mailbox; Clerk Mailbox; Barry Snell; Dan Hall; Natalya Zernitskaya; Caroline Torosis; Jesse Zwick; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Kelli Urode
Mid Wilshire Neighborhood
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Packet Pg. 115 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 4 David Yakobson
From: Council Mailbox
Sent: Tuesday, March 24, 2026 9:45 AM
To: councilmtgitems
Subject: FW: Agenda Item 1 Please Listen to Residents on the Future of the Airport From: Kristin Jacobson <[email protected]>
Sent: Tuesday, March 24, 2026 8:16 AM
To: Council Mailbox <[email protected]>; Clerk Mailbox <[email protected]> Subject: Agenda Item 1 Please Listen to Residents on the Future of the Airport

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Kristin Jacobson
WilMont
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Packet Pg. 116 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 5 David Yakobson
From: Ron Berinstein <[email protected]>
Sent: Tuesday, March 24, 2026 9:51 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Councilmembers: When Starbucks had to close stores (3) in Santa Monica, if it didn’t send a message to all, it should.

However, you have an opportunity to market your hotel, local businesses, restaurants, and your convention center.

YOUR OCEAN VIEW AND THE PIER should be promoted and the airport can make it easy for folks with money to arrive at Santa Monica without the congestion of LAX and spend their money IN SANTA MONICA whilst enjoying the ocean view from their hotel suites, the beach opportunities you create, the dining, and their sightseeing.

Maybe you think that's a silly notion. But look at the Hotel Dell Coronado. A few years ago, it was just a mismanaged historic venture for tourists. NOW, Hilton has turned the tables selling their beach options and the dining at every price level. WHY can they do that with a thousand dollars a night accommodation? THE OCEAN VIEW and innovative ideas. Certainly, not the hotel amenities themselves.

The Smart money says create sightseeing at the airport. Pilot groups will no doubt volunteer to help restore the rich heritage there (like the original Dell Building) - Market the available great businesses, and via innovation (just look at what Hilton did with minimal expense and thousands of twinkle lights at the Dell) design benefits from the Ocean Environment.

MARKET your opportunities! Sell the convenience of an executive airport concierge transportation service, and the accented historic references, to corporations that can use your convention space, or your hotel options, and that can reward their employees, or their clients, with a great experience.

Of course. you can destroy those options. You can ignore opportunities, do nothing for your community business, and do nothing to restore Santa Monica's profitable presence.

A park-only option creates enormous costs for the City at a time when Santa Monica is already facing serious budget challenges.

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Packet Pg. 117 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 6 Most importantly, a strong majority of Santa Monica voters support keeping the airport while still having park space and businesses. I hope the City will take the time to pursue balanced solutions that preserve this important community resource while adding new public space and amenities.

Please listen to residents and avoid rushing toward closing the airport. This, particularly now with eVtol service pending, and commercial air service already in place.

Thank you for your service to our community.

Sincerely,
Ronald Berinstein
Woodland Hills, CA
--------------------------------
Ron Berinstein CFII
FAA WINGS Pro - WINGS Master Pilot recipient
Affiliated with CP Aviation
Director/Webmaster scauwg.org website
Southern California Aviation United Working Group
We Make Safety and Airport Advocacy Happen
Visited by Thousands Weekly
(323) 394-1331
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Packet Pg. 118 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 1 David Yakobson
From: Oliver Kompst <[email protected]>
Sent: Tuesday, March 24, 2026 11:47 AM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Respectfully,
Oliver Kompst
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Packet Pg. 119 Attachment: Written Comments [Revision 1] (7631 : Written Comments) Item 1
March 24, 2026
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Packet Pg. 128 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 1 David Yakobson
From: Alexandria Acosta <[email protected]>
Sent: Tuesday, March 24, 2026 1:22 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Even though I don't live right next to the airport, it matters to me as part of what makes Santa Monica the city it is.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Alexandria Settle
Santa Monica
Sent from Alexandria's iPhone, Please excuse any typos! Item 1
March 24, 2026
Item 1
March 24, 2026

1.A.a
Packet Pg. 129 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 2 David Yakobson
From: Aaron Gmail <[email protected]>
Sent: Tuesday, March 24, 2026 1:54 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Councilmember,
I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Aaron Griffin
Item 1
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Item 1
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Packet Pg. 130 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 3 David Yakobson
From: Derek Spears <[email protected]>
Sent: Tuesday, March 24, 2026 3:04 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

EXTERNAL
Dear Council member,
I am a Mar Vista resident who lives near the airport, and I am writing because I strongly support keeping the Santa Monica Airport open while exploring ways to expand park space and community benefits.

As someone whose daily life is directly shaped by the airport and the surrounding area, I value the activity, jobs, and services it brings to our neighborhood. We don't want an irreversible decision that can impact the local businesses and livelihoods right outside our doors. A park-only option creates enormous costs for the City at a time when Santa Monica is already facing serious budget challenges, and would likely take many years and hundreds of millions of dollars before residents like me, the ones closest to the site, see any benefit. I especially don’t want a project that will allow unlimited vertical, high density development in the area, something the airport with its height restrictions currently prevents. I also am cognizant of the increased traffic and density that events like Frieze Art bring, compounding traffic and parking issues. Those issues will become permanent rather than a singular event with the closure of the airport, and the inevitable increases in traffic that will bring.

In the same way the City Council listened to its constituents to keep the Santa Monica Pier open in the 1970s, please again listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Derek Spears
Mar Vista
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Packet Pg. 131 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 4 David Yakobson
From: Bryan Neville <[email protected]>
Sent: Tuesday, March 24, 2026 3:51 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,
Bryan Neville
Ocean Park
--
Bryan Neville
Promoter, DJ, Producer
C: 567-228-9529
E: [email protected]
W: bryanneville.com
IG: bryanneville
Item 1
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Packet Pg. 132 Attachment: Written Comments [Revision 1] (7631 : Written Comments) 5 David Yakobson
From: Stephen Lee <[email protected]>
Sent: Tuesday, March 24, 2026 5:28 PM
To: councilmtgitems
Cc: Caroline Torosis; Jesse Zwick; Lana Negrete; Dan Hall; Ellis Raskin; Barry Snell; Natalya Zernitskaya; Council Mailbox; Santa Monica City Manager's Office; Susan Cline; Peter James; [email protected]; Oliver Chi
Subject: RE Agenda Item 1 Please Listen to Residents on the Future of the Airport

Even though I don't live right next to the airport, it matters to me as part of what makes Santa Monica the city it is.

Please listen to residents and avoid rushing toward closing the airport.

Thank you for your service to our community.

Sincerely,

STEPHEN LEE
Sunset
Sent from my iPhone
Item 1
March 24, 2026
Item 1
March 24, 2026

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Packet Pg. 133 Attachment: Written Comments [Revision 1] (7631 : Written Comments) City Council
Report
City Council Meeting: March 24, 2026
Agenda Item: 2.A
1 of 1
To: Mayor and City Council
From: Denise Anderson Warren, Interim City Clerk, Special Agenda Items Subject: Proclamation: Proclaiming March 31, 2026 as National Transgender Day of Visibility (TDOV)
Prepared By: Josh Kurpies, Council Office and Legislative Affairs Liaison Approved Forwarded to Council

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1 February 24, 2026
(NOT APPROVED)

CITY OF SANTA MONICA

CITY COUNCIL MINUTES
FEBRUARY 24, 2026
A regular meeting of the Santa Monica City Council was called to order by Mayor Torosis at 5:33 p.m., on Tuesday, February 24, 2026, at City Council Chambers, 1685 Main Street, Santa Monica, CA.

Roll Call: Present: Mayor Caroline Torosis
Mayor Pro Tem Jesse Zwick
Councilmember Lana Negrete
Councilmember Dan Hall
Councilmember Ellis Raskin
Councilmember Barry Snell
Councilmember Natalya Zernitskaya
Also Present: City Manager Oliver Chi
Interim City Attorney Heidi von Tongeln
Interim City Clerk Denise Anderson-Warren
CONVENE/PLEDGE On order of the Mayor, the City Council convened at 5:33 p.m., with all members present. Councilmember Negrete led the assemblage in the Pledge of Allegiance.

STATEMENT OF

ACCOUNTABILITY
(LAND

ACKNOWLEDGEMENT)
The City of Santa Monica Statement of Accountability (Land Acknowledgement) was read into the record by Councilmember Hall.

LEVINE ACT

DISCLOSURE
No Councilmembers made disclosures regarding the Levine Act (Govt Code Section 84308).

AGENDA

MANAGEMENT
Motion by Councilmember Negrete, seconded by Councilmember Snell, to move Closed Sessions to the end of the meeting, and hear all other items before. The Mayor also noted that Item 12.A. has been removed from the agenda.

Councilmember Hall made a friendly amendment to waive the rule disallowing more than two commendations and proclamations per meeting.

The amendment was considered friendly by the maker and seconder.

The motion, with amendment, was unanimously approved by voice vote, with all members present.

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Packet Pg. 135 Minutes Acceptance: Minutes of Feb 24, 2026 5:30 PM (CONSENT CALENDAR) 2 February 24, 2026

PUBLIC INPUT FOR

GENERAL PUBLIC

COMMENT AND

SPECIAL AGENDA
ITEMS:

Members of the public Andria Mc, Morgan Hunter Gross, Jerry Rubin, Johnathan Foster, Laurence Cohen, Samantha Mota, Brice Cooper, Joe Dirosa, Anthony Jerigan, and Mike Montgomery commented on various local issues.

There were no members of the public present to comment on Special Agenda items.

AGENDA

MANAGEMENT
Motion by Councilmember Raskin, seconded by Councilmember Zernitskaya, to move the City Manager Report ahead of the Consent Calendar. The motion was unanimously approved by voice vote, with all members present.

PROCLAMATIONS/

COMMENDATIONS/

SPECIAL AGENDA
ITEMS

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

2.B. Proclamation: Women's History Month, was presented.

2.C. Proclamation: Kidney Awareness Month, was presented.

CITY MANAGER
REPORT
The City Manager Report was presented.

PUBLIC INPUT FOR

CONSENT CALENDAR

AND CLOSED SESSION
ONLY:

Members of the public Andria and Denise Barton commented on Consent Calendar items.

There were no members of the public present to comment on Closed Sessions.

CONSENT CALENDAR: All items were considered and approved in one motion unless removed by a Councilmember for discussion.

At the request of Councilmember Zernitskaya, Item 4.D. was removed from the Consent Calendar.

Motion by Councilmember Negrete, seconded by Councilmember Zernitskaya, to approve the Consent Calendar except for Item 4.D., reading resolutions by title only and waiving further reading thereof. The motion was approved by the following vote:

AYES: Councilmembers Zernitskaya, Snell, Raskin, Hall, Negrete, Mayor Pro Tem Zwick, Mayor Torosis
NOES: None
ABSENT: None

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Packet Pg. 136 Minutes Acceptance: Minutes of Feb 24, 2026 5:30 PM (CONSENT CALENDAR) 3 February 24, 2026

EMERGENCY MEDICAL

SERVICES

4.A. Award RFP 455 for Medical Director Services for the Fire Department Emergency Medical Services Rendered by Firefighter Paramedics and Emergency Medical Technicians, was approved.

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 No. 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 Agreement No. 11803 (CCS) 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 Agreement No. 11804 (CCS) 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.

REAL PROPERTY &

ASSET MANAGEMENT

SOFTWARE

4.B. Second Modification to Agreement No. 10362 (CCS) with Yardi Systems, Inc. for Real Property and Asset Management Software Licensing and Maintenance, was approved.

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 No. 10362 (CCS) 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.

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Packet Pg. 137 Minutes Acceptance: Minutes of Feb 24, 2026 5:30 PM (CONSENT CALENDAR) 4 February 24, 2026

PLAIN OLD TELEPHONE

SERVICES (POTS) LINES

4.C. Agreement No. 11805 (CCS) with Granite to Migrate and Rebuild Plain Old Telephone Service (POTS) Lines, was approved.

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 Agreement No. 11805 (CCS) 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 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.

COALITION OF SANTA

MONICA CITY

EMPLOYEES

MEMORANDUM OF

UNDETSTANDING

4.E. Memorandum of Understanding (Umbrella Agreement) with the Coalition of Santa Monica City Employees for CalPERS Benefits, was approved and adopted.

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 proposed Resolution No. 11739 (CCS) (Attachment A) accepting the tentative agreement and authorizing the City Manager to negotiate and execute Memorandum of Understanding (Umbrella Agreement) No. 11806 (CCS) 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.A
Packet Pg. 138 Minutes Acceptance: Minutes of Feb 24, 2026 5:30 PM (CONSENT CALENDAR) 5 February 24, 2026

OUTDOOR DINING

PROGRAM

4.F. Second Reading and Adoption of Interim Zoning Ordinance No. 2848 (CCS) Extending Interim Zoning Ordinance Number 2837 (CCS) 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, was adopted.

Recommended Action
Staff recommends that the City Council adopt the attached Ordinance.

PLAN REVIEW

SERVICES

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, was approved.

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 Agreement No. 11807 (CCS) 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 Agreement No. 11808 (CCS) 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 Agreement No. 11809 (CCS) 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.

PROCUREMENT

POLICIES, PRACTICES,

AND PROCEDURES
UPDATE

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, was introduced and heard.

Recommended Action
Staff recommends that the City Council:

4.A
Packet Pg. 139 Minutes Acceptance: Minutes of Feb 24, 2026 5:30 PM (CONSENT CALENDAR) 6 February 24, 2026

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.

MINUTES 4.I. Minutes of City Council - Special Meeting - Feb 6, 2026 8:45 AM, were approved.

MINUTES 4.J. Minutes of City Council - Regular Meeting - Feb 10, 2026 5:30 PM, were approved.

MINUTES 4.K. Minutes of City Council - Special Meeting - Feb 10, 2026 5:35 PM, were approved.

UPDATED INVESTMENT

POLICY & EXTENSION

OF DELEGATION

INVESTMENT

AUTHORITY

4.D. Approval of the City's Updated Investment Policy and Extension of the Delegation Investment Authority, was presented.

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.

Councilmember Zernitskaya pulled this item to ask questions of staff, about the restrictions of the city’s investment policies, to help the public understand the limitations the city has as a government entity on how the city invests.

Questions asked of staff included: can it be confirmed that the city divest of Russian based investments due to the Ukraine war, beginning in 2022. Is that still the policy and are there any state laws that also affect that; confirm that California state law prohibits Municipal governments from investing in crypto-related investments or crypto currency; and clarify what the city’s investment policy means when it comes to socially responsible investing.

Motion by Councilmember Zernitskaya, seconded by Councilmember Snell, to approve the recommended action.

4.A
Packet Pg. 140 Minutes Acceptance: Minutes of Feb 24, 2026 5:30 PM (CONSENT CALENDAR) 7 February 24, 2026
The motion was approved by the following vote:

AYES: Councilmembers Zernitskaya, Snell, Raskin, Hall, Negrete, Mayor Pro Tem Zwick, Mayor Torosis
NOES: None
ABSENT: None

COUNCIL TRAVEL
MAYOR’S HIGHLIGHT
Councilmember Negrete reported that she traveled to Santa Barbara for Independent Cities Association, where she serves on the Executive Board.

She collaborated with other beach cities and inland cities, including meeting with the Coastal Commission members.

PUBLIC INPUT ON

REMAINING AGENDA
ITEMS:

Members of the public Peter Wheelon, Caro Vilain, Connor Webb, and Jacob Wasserman commented on item 11.A.

Members of the public Jerry Rubin, Luke Cane, and Denise Barton commented on 16.A.

STAFF

ADMINISTRATIVE
ITEMS:

SANTA MONICA BLVD

SAFETY STUDY

11.A. Receive and Adopt the Santa Monica Blvd. Safety Study, funded by a Caltrans Sustainable Transportation Planning Grant, was presented.

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.

Questions asked and answered of staff included: in effort to reduce speed, which parts of the plan reduces lane width; why weren’t certain bus stops far sided; theoretically, couldn’t we lose and gain parking spaces at the same location; any consideration of expanding the eastbound bus only lane that stops on 4th Street to Lincoln; were there any other treatments considered to reduce speeds; is there any concern about the new unsignaled cross signals; where are you contemplating to put peak hour bus rapid transit lanes; how easy would it be to coordinate our designs with the Westside Cities Council of Governments’ (COG) study; how many routes currently use Santa Monica Blvd; what improvements are being recommended to address the intersection for all of the buses coming through; bus stops, are any other physical improvements being suggested; are “beg” buttons being eliminated and different ways that are more efficient for pedestrians to use crosswalks; would the audible signal be able to automatically pick up that a person is

4.A
Packet Pg. 141 Minutes Acceptance: Minutes of Feb 24, 2026 5:30 PM (CONSENT CALENDAR) 8 February 24, 2026
waiting to cross; would there be some type of sensor that can automatically detect a pedestrian; for unsignalized crossings, are those going to become signalized instead; clarify how the use of paint and bollards are used to slow people down; is the plan to apply for grant funding for Phase II, and is there a way to speed up the timeline; is there a way to speed up the Santa Monica Blvd. and Chelsea crosswalk; what has been done with respect to businesses on Santa Monica Blvd. and how the street changes will impact their customers; did we look at any studies to reduce speed on Santa Monica Blvd.; where does our level of service fall in priorities with regards to the vehicular operations crash study; were there any treatments rejected because of the level of service and through-put decrease; what is the difference between left turning signal phasing versus protected left turn signal; at 26th Street, will there ever be a time when a car will have to take a right turn from the middle lane, or does the light turn red every time the bus is there; when is the Westside Cities COG study due to be completed; are pedestrians not using certain intersections because they are not safe; on the pedestrian push buttons, why wouldn’t we just have the pedestrian recall with audible noises automatically; what is the point of the pedestrian push buttons, if they can’t remotely work all the time; are there any specific treatments that can be installed in the next six to twelve months; were any raised treatments considered, especially at Chelsea; if technically feasible, all curb cuts will be aligned with the city new policy; with regard to installing signals, does that include signal coordination; can signals timing be coordinated with buses to reduce and maintain consistent speed; is there a concern about building a hardening treatment for parking and how that would affect bus lanes; is safety the governing principal in everything put forward, or is it level of service, and where did we make sacrifices based off of level of service; isn’t it true that we’ve had over 400 serious injury crashes in the city over the past 10 years; wouldn’t we want to prioritize pedestrian safety over vehicle safety; why did we limit bus only lanes to peak travel time, instead of all of the time; is our gold standard the City of LA; why are the pedestrian signal and raised median on Chelsea designated in Phase II instead of Phase I; and, could staff comeback with more robust performance measures beyond how many deaths have occurred.

Considerable discussion ensued on topics including, but not limited to:
expressed gratitude for all the work done on this study, however; concern that in this study, staff is making design choices contrary to policy set by Council; if an improvement reduces the likelihood of someone being killed or seriously injured, but reduces vehicle through-put, the Council supports that improvement; staff hasn’t done enough to reduce lane widths; haven’t far sided enough bus stops at intersections where it is feasible; didn’t look for more efficiencies for buses at sections where it has been identified the bus speeds are very low; would like to see an exploration of raised crossing at certain unsignalized intersections; prioritize safety at Chelsea; prioritize pedestrian and cycling safety, as well as prioritize roadway safety; and,

4.A
Packet Pg. 142 Minutes Acceptance: Minutes of Feb 24, 2026 5:30 PM (CONSENT CALENDAR) 9 February 24, 2026
supportive of taking the time to get this right, but don’t want to delay or slow things down to move this forward.

Motion by Mayor Torosis, seconded by Councilmember Hall, to come back in 60 days with reduction of lane widths to approximately 10 feet, all bus stops far sided as much as feasible, as a best practice, (26th and Santa Monica Blvd); extend the bus only lanes eastbound in downtown from 4th Street to Lincoln; explore raised crossings at unsignalized intersections; prioritize pedestrian signal and raised crossing and Santa Monica and Chelsea as a Phase 1 project; prioritize safety over level of service and transit over parking; want feedback on what can be accomplished in 6 months to a year, not necessarily 2 years; what are things getting done right away, versus what’s a little longer term, including Phase 1; revaluate everything in Phase 1 for the highest impact intervention (which means safety); get feedback from the City Manager on what needs to happen with the capital budget, and then Council will make the decisions on whether trade-offs are needed; also want to see some real KSI’s that are going to be tracked and reported out post implementation; and prioritize pedestrian recall over push buttons.

The City Manager asked Council if they would be amenable to consider the direction to synthesis the feedback received tonight and identify more clearly for the Council the specific improvements heard would be integrated into a permanent design. This could be returned within less than 60 days.

The Council agreed and stated that they would prefer to have this specific document returned with updated concepts, as opposed to general guidance that gets incorporated later.

The motion was approved by the following vote:

AYES: Councilmembers Negrete, Hall, Raskin, Snell, Zernitskaya, Mayor Pro Tem Zwick, Mayor Torosis
NOES: None
ABSENT: None
PUBLIC HEARINGS:

SELF-CERTIFICATION

BUILDING PERMIT

PILOT PROGRAM

12.A. Introduction and First Reading of an Extension of Interim Zoning Ordinance Number 2844 (CCS) 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, was pulled by staff.

Recommended Action
Staff recommends that the City Council:

4.A
Packet Pg. 143 Minutes Acceptance: Minutes of Feb 24, 2026 5:30 PM (CONSENT CALENDAR) 10 February 24, 2026

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 (CCS) 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.

PROMOTE ECONOMIC

RECOVERY AND

INCREASE LAND USE

FLEXIBILITY IN THE
CITY’S DOWNTOWN

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, was presented.

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.

4.A
Packet Pg. 144 Minutes Acceptance: Minutes of Feb 24, 2026 5:30 PM (CONSENT CALENDAR) 11 February 24, 2026
Members of the public Michael Klass, Luke Cain, Will Klass, and Jacob Wasserman spoke to the recommended action.

Questions asked and answered of staff included: is it correct that alcohol exemptions have move from Conditional Use Permits (CUP) to Minor Use Permit (MUP); is there a way that these new MUPs could become full bars; are office campus district uses being proposed; are changes being made for larger projects as well; should staff considering looking at square footage instead of specific sizes; what is the prohibition on pub crawls; bar cycles and carts; would these amendments also allow for corner stores and convenient markets; if Council implements these changes, would it retroactively allow those uses for those who hold CUPs currently; how do the alcohol thresholds compare with other jurisdictions; and, what effect has there been on the Police department with staffing.

Motion by Councilmember Negrete, seconded by Councilmember Hall, to approve the staff recommendation, including RRR amendments in the staff presentation and the following additions:
o Answers to policy questions
▪ Policy Question #1: No: No vote means go with staff
recommendation, no to requiring CUP for medium-scale retail of 50-80K sf
▪ Policy Question #2: No: No vote means do not prohibit pub crawls.
▪ Policy Question #3: Voted for staff recommendation of 12AM closure
▪ Policy Question #4: Yes: Yes vote allows for reopening of NonConforming bars on Main Street. o Minor Use Permit instead of Conditional Use Permit for bars in all locations that they are permitted
Additional Direction:
o Protect existing businesses with any new alcohol service that might be authorized (e.g. mobile beverage carts)
Mayor Pro Tem Zwick proposed a friendly amendment to add direction to staff when they return with revisions in June that they look at Office Campus land use restrictions and the impact of trash enclosure standards on development for future zoning amendments. The amendment was considered friendly by the maker and the seconder.

The motion was approved by the following vote, with amendments:

AYES: Councilmembers Negrete, Hall, Raskin, Snell, Zernitskaya, Mayor Pro Tem Zwick, Mayor Torosis
NOES: None
ABSENT: None

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Packet Pg. 145 Minutes Acceptance: Minutes of Feb 24, 2026 5:30 PM (CONSENT CALENDAR) 12 February 24, 2026

COUNCILMEMBER
DISCUSSION ITEMS:

In accordance with Council Rule 6(y), all Councilmember Discussion items were considered and approved in one motion unless removed by a Councilmember for discussion.

RETAIL-TORESTAURANT AND

HOSPITALITY

CONVERSIONS

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/sewerrelated 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, was presented.

Motion by Councilmember Hall, seconded by Councilmember Raskin, to approve the recommendation. The motion was unanimously approved by voice vote, with all members present.

CLOSED SESSIONS On order of the Mayor, the City Council recessed at 9:48 p.m., to consider Closed Sessions and returned at 11:40 p.m., with all members present, to report the following:

Councilmember Hall recused himself from items 5.H., 5.I., and 5.J., due to a potential conflict of interest.

Mayor Pro Tem Zwick recused himself from Item 5.F. due to a potential conflict of interest.

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

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Packet Pg. 146 Minutes Acceptance: Minutes of Feb 24, 2026 5:30 PM (CONSENT CALENDAR) 13 February 24, 2026
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
The City Attorney advised this matter was heard with no reportable action taken.

5.B. Conference with legal counsel - existing litigation - Gov. Code § 54956.9(d)(1): City v. ICSOP, et al.; OCSC # 30-2022-01261243 The City Attorney advised this matter was heard with no reportable action taken.

5.C. Conference with legal counsel - existing litigation - Gov. Code § 54956.9(d)(1): Edgar Espinoza v. City; LASC # 24SMCV00473 The City Attorney reported out a settlement for a personal injury claim the plaintiff was struck by a city maintenance vehicle. The City denies liability and does not admit fault, but agreed to settle for $8 million, and in exchange, the plaintiff agrees to release all claims against the city. Amounts exceeding $1 million will be paid by the city’s excess insurer. The settlement was approved by a 7-0 vote.

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
The City Attorney reported the City Council approved a settlement 7-0. The cases involve a nuisance abatement lawsuit filed by the city against the

4.A
Packet Pg. 147 Minutes Acceptance: Minutes of Feb 24, 2026 5:30 PM (CONSENT CALENDAR) 14 February 24, 2026
Mayor Pro Tem Zwick was
excused at 10:00 p.m.

Mayor Pro Tem Zwick
returned at 10:15 p.m.
owners of Pavilions Motel for allowing drug and other nuisance activities to occur on the property and a lawsuit filed by the motel owners in a federal court challenging the city’s revocation of the owners’ business license to operate a hotel on the property. In accordance with the settlement, the property owners would agree to: not reopen the motel; operate any other business at the property, or allow any occupancy of the property; maintain the property in compliance with the drug abatement law and city property maintenance vacant property and public nuisance code; not own any other motel in Santa Monica for a period of 10 years; not transfer ownership of the motel onsite to a new owner unless through legitimate arms-length sale to a buyer approved by the city, and $100,000 suspended penalty for violation of terms of this settlement. In addition, the property owner would agree to dismiss the federal lawsuit.

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)
The City Attorney reported the City Council approved a settlement 7-0. The cases involve a nuisance abatement lawsuit filed by the city against the owners of Pavilions Motel for allowing drug and other nuisance activities to occur on the property and a lawsuit filed by the motel owners in a federal court challenging the city’s revocation of the owners’ business license to operate a hotel on the property. In accordance with the settlement, the property owners would agree to: not reopen the motel; operate any other business at the property, or allow any occupancy of the property; maintain the property in compliance with the drug abatement law and city property maintenance vacant property and public nuisance code; not own any other motel in Santa Monica for a period of 10 years; not transfer ownership of the motel onsite to a new owner unless through legitimate arms-length sale to a buyer approved by the city, and $100,000 suspended penalty for violation of terms of this settlement. In addition, the property owner would agree to dismiss the federal lawsuit.

5.F. Conference with legal counsel - significant exposure to litigation - Gov. Code § 54956.9(d)(2) - 1 case
The City Attorney advised this matter was heard with no reportable action taken.

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

4.A
Packet Pg. 148 Minutes Acceptance: Minutes of Feb 24, 2026 5:30 PM (CONSENT CALENDAR) 15 February 24, 2026
Councilmember Hall excused
at 9:48 p.m.

Councilmember Hall returned
at 10:00 p.m.

The City Attorney advised this matter was heard with no reportable action taken.

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
The City Attorney advised this matter was heard with no reportable action taken.

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
The City Attorney advised this matter was heard with no reportable action taken.

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
The City Attorney advised this matter was heard with no reportable action taken.

5.K. Conference with Legal Counsel - Existing Litigation - Gov. Code § 54956.9(d)(1): Furley Williams v. City, et al.; LASC # 23STCV27401 [ The City Attorney reported at the February 28, 2026 meeting, the Council approved a settlement for a personal injury case involving a claim that William was injured when he was struck by a Big Blue Bus while crossing the street. The City denies liability and does not admit fault, but agreed to settle for $645,000, and in exchange Williams agrees to release all claims against the city. The settlement was approved by a 7-0 vote.

ADJOURNMENT On order of the Mayor, the City Council meeting adjourned at 11:42 p.m. in memory of Reverand Jesse L. Jackson.

ATTEST: APPROVED:

4.A
Packet Pg. 149 Minutes Acceptance: Minutes of Feb 24, 2026 5:30 PM (CONSENT CALENDAR) 16 February 24, 2026
Denise Anderson-Warren Caroline Torosis
Interim City Clerk Mayor

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Packet Pg. 150 Minutes Acceptance: Minutes of Feb 24, 2026 5:30 PM (CONSENT CALENDAR) City Council
Report
City Council Meeting: March 24, 2026
Agenda Item: 4.B
1 of 5
To: Mayor and City Council
From: Feroz Merchhiya, Chief Information Officer, Information Services Department Subject: Award Contract to Clariti Software, Inc. for Permitting Software Licensing, Maintenance, and Support for Permitting and Land Use Management System Recommended Action
Staff recommends that the City Council:

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

2. Authorize the City Manager to negotiate and execute an agreement with Clariti Software, Inc., for software licensing, maintenance, and support services associated with the City’s permitting and land use management system for the Information Services Department. This recommended award is made as an exception to the competitive bidding process pursuant to Section 2.24.250(b), and is for a total amount not to exceed $1,403,705 (including a $127,610 contingency) for three years, with future year funding contingent on Council budget approval.

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Summary
In July of 2024, the City Council awarded RFP #364 for a new permitting and land use management system to Speridian Technologies, LLC (Speridian) and authorized the City Manager to negotiate and execute Contract #11605. The resulting five-year agreement included bundled costs for both system implementation and the first year of licensing for the Clariti software platform, which was the proposed solution in Speridian’s response. The City then temporarily extended licensing through Speridian for a second year, and now requires a direct agreement with Clariti to support licensing and maintenance services for the remainder of the contract term.

Staff seeks approval to enter into a direct agreement with Clariti to continue licensing and support services for years 3 through 5 of the City’s permitting platform. No new funding is requested; the agreement will be paid using funding identified previously in the approved Speridian staff report.

Discussion
The City’s current permitting platform, Accela, is being replaced with a more modern, flexible solution using the Clariti software platform. Speridian’s selected proposal incorporated the Clariti software platform, a cloud-based system that offers the configurability, integration capabilities, and user experience needed to meet the City’s operational goals.

While the initial bundled proposal included the costs of Speridian implementation services and five years of Clariti software licensing, maintenance, and support services, that relationship between Speridian and Clariti was unsustainable. To avoid delaying the project, the City temporarily arranged for one-year licensing to be paid through Speridian while a direct agreement with Clariti was finalized. In October 2025, that licensing agreement was modified to extended for a second year.

Staff now recommends formalizing a three-year agreement directly with Clariti to continue the platform subscription. Speridian has spent the past two years implementing the Clariti product, and as Speridian’s implementation approaches completion, the City

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must continue paying the associated software subscription fees to maintain system functionality and avoid service disruption. Establishing a direct agreement with Clariti will ensure continuity of service and provide clear, direct management of the software relationship moving forward.

Vendor Selection
Exception to Competitive Bidding
Staff recommends Clariti Software, Inc. to furnish and provide software licensing, maintenance, and support services associated with the City’s permitting and land use management system as an exception to competitive bidding per the Procurement Division approved ECB# 392 pursuant to Muni Code 2.24.250 (b).
b.
when a good or service is copyrighted, patented or only available form one license holder, including, proprietary goods, original equipment manufacturers and/or exclusive distributors.

Past Council Actions
Meeting Date Description
07/23/2024
(Attachment A)
Award Contract to Speridian Technologies, LLC for Implementation and Support of a Permitting and Land Use Management System

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Environmental Review
The proposed recommendation to award a contract to Clariti is exempt from the provision of the California Environmental Quality Act (CEQA) pursuant to Section 15061(b)(3) of the CEQA Guidelines (common sense exemption). The proposal is covered by the common sense exemption which states that CEQA does not apply, “where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment.” The contract would not result in any adverse physical environmental effects as it encompasses software services. The software services are administrative in nature and would not have a physical effect on the environment, so therefore, are exempt from CEQA. Therefore, the modification to the agreement is exempt from CEQA and no further environmental review under CEQA is required.

Financial Impacts and Budget Actions
No new funding is being requested. The full five-year cost of the Clariti software subscription was included in the not to exceed amount of $3,837,353 approved by City Council on July 23, 2024 for Contract #11605 with Speridian. The first two (2) years of licensing was paid to Clariti through Speridian under that agreement and it’s first modification. The proposed three-year agreement with Clariti not to exceed $1,403,705 will cover licensing, maintenance, and support services for years 3 through 5.

Funding for the agreement is already appropriated in the General Fund as part of the Speridian staff report. Future year funding is contingent on Council budget approval.

Agreement Request
FY 2025-26
Amount
Future Years
Amount Account Number(s) Total Contract
Amount
$0 $1,403,705 01700001.552010.98922 $1,403,705

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Prepared By: Prasanna Joshi, Enterprise Architect & Digital Development Manager
Approved Forwarded to Council
Attachments:

A. Speridian Staff Report 07.23.2024
B. Fully_Executed_Speridian_Contract

4.B
Packet Pg. 155
City Council
Report
City Council Meeting: July 23, 2024
Agenda Item: 5.G
1 of 8
To: Mayor and City Council
From: Sarkis Metspakyan, Infrastructure and Cloud Services Manager, Information Services Department
Subject: Award Contract to Speridian Technologies, LLC for Implementation and Support of a Permitting and Land Use Management System
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. Award RFP# 364 to Speridian Technologies, LLC for a new permitting and land use management system for the Information Services Department;

3. Authorize the City Manager to negotiate and execute an agreement with Speridian Technologies, LLC, in an amount not to exceed $3,837,353 (including a $348,852 contingency) for five years, with future year funding contingent on Council budget approval.

4. Authorize budget amendments as outlined in the Financial Impacts and Budget Actions section of this report (requires 5 votes).

Summary
The City currently uses an Accela system to enter, store, and manage permits and other record types for multiple City departments, including Community Development (CDD), Public Works, Santa Monica Department of Transportation (SMDoT), Finance, Fire, City Clerk, and Rent Control. Permit tracking and land management processes at the City of Santa Monica have changed over time, necessitating a new system to replace the current permitting system. The City’s workflows in Accela result in inefficiencies and duplicative data entry, highlighting the need for an integrated, modern solution.

Furthermore, support for the current permitting system is being phased out by Accela.

To address this, staff conducted a competitive solicitation process to evaluate

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alternatives. After evaluating multiple proposals, staff seeks City Council approval to award an RFP and enter into a five-year agreement with Speridian Technologies, LLC (Speridian) in a total amount not to exceed $3,837,353, which includes a 10% contingency, to implement a new Clariti permitting and land use management system and furnish annual software licensing, maintenance, and support services for a five-year period. Speridian is an authorized reseller and implementor of the Clariti system.

Implementing a new Clariti system with Speridian will ensure the City can maintain and enhance its permitting processes using a modern, efficient platform.

Discussion
The systems and processes supporting the City’s permitting and land management services have been under review by staff following input from customers, local businesses and Council itself. In May 2021, the City engaged its auditor, Moss Adams LLP (Moss Adams) to conduct a Permitting System Efficiency Study. This study highlighted several inefficiencies in the City’s processes which require duplicative, manual entry by both customers and staff, lack of integration of systems within the process, and opportunities to streamline existing workflows. These inefficiencies could be significantly improved by implementing a new, integrated technology system.

Therefore, Moss Adams recommended the City invest in an up-to-date, comprehensive permitting system that guides customers through the permit application process and creates efficiencies for City staff with automatic workflows.

As a result of this recommendation, the City conducted a Request for Proposals (RFP) process in May 2023 to identify and procure a modern, flexible, configurable, and customer-friendly system to support the City’s diverse and specialized permitting and land management services. An evaluation panel comprised of subject matter experts from the Public Works Department, CDD, SMDoT, and the Information Services Department, each of whom have extensive knowledge and experience with the City’s permitting system and department workflows, evaluated the proposals. The evaluation panel carefully reviewed all proposed solutions and selected Speridian as the best qualified firm to address the City’s needs based on the quality of the services offered and the capabilities of the proposed Clariti cloud-based solution.

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Speridian, together with its strategic partner, Clariti, has proposed a proven comprehensive cloud-based modern solution that will enable efficiencies, enhance the City’s applicant experience, and provide a “one-stop shop” for Land Management, along with the corresponding planning, licensing, permitting and enforcement functions for the City to address the areas for improvement highlighted by the Moss Adams Permitting Efficiency Study. Speridian and Clariti have implemented similar Land Management/Permitting/Planning operations for other government entities, including the City of Bakersfield, the City of Covina, and Orange County Public Works.

The proposed new system has the ability to cover permitting processes end-to-end:
from application to review to issuance to fee assessment to inspections. The initial implementation will cover permitting record types for the following departments: CDD, Public Works, SMDoT, Finance, Fire, City Clerk, Recreation and Arts (RAD), and Rent Control. Speridian will migrate all of the processes that currently run on the Accela system into the Clariti system, including, but not limited to, building permits, construction permits, sewer and water meter permits, sprinkler permits, roadway closure permits, rent-controlled property records, and financial transactions on Accela. Speridian will also migrate RAD’s Community Events permitting process currently managed in an OpenCounter system into the Clariti system.

The new permitting system and successful implementation will:
• Position the City to meet its current and future strategic objectives to improve permitting processes and the customer experience.
• Make permitting metrics, such as number and type of permits, easily and broadly available to City staff.
• Provide dashboards for City staff to keep track of the permits and statuses. • Streamline the application and permit approval processes and eliminate bottlenecks.
• Minimize manual processes, reduce paper, and increase usage of automation wherever possible.

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• Automate manual tasks and improve permit efficiency.
• Provide intuitive systems that are easy to navigate.
• Ensure integration with other City systems.

The services proposed by Speridian will implement a cloud-based solution for the City that is customizable, customer-focused, and capable of integrating with existing systems to enhance efficiency and user satisfaction. Speridian will handle the migration of data from Accela and OpenCounter to the new system, using pre-built modules in Clariti and configuring them to City processes. Once in place, the new system will have the flexibility to configure new record types and support other permitting types as needed for any City department. There may be additional implementation costs in the future to configure new permitting processes or permitting processes not currently in Accela or OpenCounter, as some departments use multiple systems to manage different workflows.

Speridian’s proposal includes support after the new system goes live, ensuring it meets the City’s needs through periodic checkpoints to assess performance and make necessary adjustments. The proposed Speridian solution will also provide useful reporting tools and dashboards for the City.

Vendor Selection
Bidder Recommendation
Best Qualified Firm Speridian Technologies, LLC
Evaluation Criteria References, cost, experience, presentation/demonstration, work plans/timelines, value add/breadth of service,
technology alignment, and functional capabilities.

Municipal Code SMMC 2.24.190
RFPs Received
Avocette
Technologies Inc. CivicPlus, LLC Civos, Inc. ClearGov, Inc.

Cloud SynApps Inc. Gray Quarter, Inc. LittleMouse
Productions Maintstar
MK Partners, Inc. Online Solutions, LLC
(DBA Citizenserve) OpenGov, Inc Speridian Technologies, LLC StackNexus, Inc. TruePoint Solutions Tyler Unisys.com

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Technologies,
Inc.

RFP Data
Posted On Posted On
Advertised In
(City Charter & SMMC)
Vendors
Downloaded
Date Publicly
Opened
05/30/2023
City's
Online
Bidding
Site
Santa Monica Daily Press 71 07/27/2023
Justification to Award
Based on the evaluation criteria and criteria in SMMC 2.24.190, staff recommends Speridian Technologies, LLC as the best qualified firm to provide implementation, licensing, maintenance, and support services for a new Clariti permitting and land use management system for the City of Santa Monica based on the quality of the services offered and the capabilities of their cloud-based solution to address the City’s needs.

The Clariti system had superior functional capabilities and technology alignment to the City’s needs for a comprehensive permitting and land management system, including but not limited to, the ability to accommodate all permit record types needed by the City, including future new permit record types as needed. Clariti does more than issue permits but also met the City’s record keeping and reporting needs without having to keep data on multiple manual systems. Furthermore, the Clariti system provides workflow capabilities that allow for flexibility in use (and design) by the various City departments that will be utilizing the system. The user interface is also modern and intuitive for ease of use. Clariti demonstrated the best capabilities in terms of user interface, for both the public and City staff, and had dashboard capability which is useful from management perspective.

When evaluated for added value, Clariti stood out with a desirable module that addressed project management and processing of planning entitlements that allows following projects from initial submittal to inspection, ensuring efficient process and application status tracking. Clariti also includes time saving tools such as integrated mapping and the ability to grab data from one input to populate templates, reports, and determinations for consistency across documents.

The Clariti system requires minimal support and abundant out-of-the-box features that reduce the need for custom workarounds, indicators of a stable system that would align with the city’s long-term strategy. The Clariti system seamlessly integrates with other enterprise City systems including payment processors, Geographic Information Systems (GIS), and accounting systems without depending on backend coding. The highly configurable Clariti system will assist in reducing technology barriers to meet the communities' evolving needs.

Speridian was evaluated to have the highest aggregate evaluation score, ranking high in all categories of evaluation criteria. They were notably superior in the categories of

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experience and implementation plan. With offices in California, Speridian has been serving citizens and other municipalities in the State of California for over a decade.

Speridian’s proposal also included a thorough, experience-informed implementation plan that indicated their ability to meet project timelines, their ability to perform the work within the desired time frame, and their ability and experience in assembling a highly qualified implementation team. The Speridian proposal demonstrated a comprehensive knowledge of the Clariti system and its functionality and demonstrated a strong understanding of the process and workflow needs of the City. For these reasons, Speridian is the best-qualified firm to provide implementation and ongoing support for a new permitting and land use management system.

Environmental Review
The proposed agreement with Speridian to provide software implementation, licensing, maintenance, and support services is exempt from the California Environmental Quality Act (CEQA) pursuant to Section 15061(b)(3) (Common Sense Exemption) 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 software services are programmatic in nature and would not have a physical effect on the environment, so therefore, are exempt from CEQA.

Financial Impacts and Budget Actions
This project is partially funded with FY 2024-25 operating budget funds and FY 2025-26 capital improvement program funds. In addition to those funds, award of the agreement would require additional appropriations from the General Fund, utilizing prior year funds earmarked for this project along with use of restricted SB1186 funds collected to date and set-aside for this project. The SB1186 funds consist of permit fees revenue for increasing certified access specialist services and compliance with construction-related accessibility requirements.

Approval of the recommended action requires the following budget amendments:

FY 2024-25 Budget Amendment – to Appropriate Restricted Funds Release Funds Appropriate Funds
Account Number(s) Amount Account Number(s) Amount

01.360547
SB1186 restricted funds ($550,000) C0108950.689000 $550,000

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FY 2024-25 Budget Amendment – To Transfer Funds between CIP Accounts Transfer Funds Appropriate Funds
Account Number Amount Account Number(s) Amount
C0105810.689000 ($62,707) C0108950.689000 $62,707
C0108950.689000 $637,760
Total ($62,707) $700,467
Staff seeks authority to approve available funding from the General Fund (including SB1186 restricted funds), the Clean Beaches & Ocean Parcel Tax – Measure V Fund, the Water Fund, the Wastewater Fund, and the Resource Recovery & Recycling Fund to award an agreement with Speridian Technologies, LLC to provide implementation, licensing, maintenance, and support services for a new permitting and land use management system.

Agreement Request
FY 2024-25 Request
Amount
Future Years
Amount
Account Number(s) Total Contract
Amount
$1,250,467 $200,000 C0108950.689000 $1,450,467
$50,000 C1608950.689000 $50,000
$50,000 C5008950.689000 $50,000
$50,000 C5108950.689000 $50,000
$50,000 C5408950.689000 $50,000
$100,000 C0108890.689000 $100,000
$113,142 01430002.529230 $113,142
$380,000 $1,593,744 01700001.552010.98922 $1,973,744
$1,630,467 $2,206,886 Total $3,837,353
Future year funding is contingent on Council budget approval.

Prepared By: Alice Pang, Business Process Technology Analyst Approved Forwarded to Council

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Attachments:

A. Levine Act Disclosure Form 2.6.24 - Speridian Technologies - 06242024 B. OAKS INITIATIVE FORM - Speridian Technologies - 06242024 C. Staff Report - Web-Based Land Management System 11.22.11 Item 3F D. Moss Adams Permitting Efficiency Study 05.11.2021

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Agreement No. 11605 (CCS)

PROFESSIONAL SERVICES AGREEMENT
This Professional Services Agreement (“Agreement”), entered into on _____________ (“Execution Date”), by and between Speridian Technologies (“Speridian), and City of Santa Monica, a California municipal corporation (“City”) is made with reference to the following:

RECITALS
A. City is a municipal corporation duly organized and validly existing under the laws of the State of California with the power to carry on its business as it is now being conducted under the statutes of the State of California and the Charter of the City.

B. City issued a Request for Proposal (“RFP”) seeking a qualified vendor to implement a new permitting and land use management system and furnish annual software licensing, maintenance, and support services. A copy of the RFP is attached hereto as Exhibit A.

C. In response to the City’s RFP, Speridian submitted its Proposal (“Proposal”), which is attached hereto as Exhibit B. To implement the Proposal, Speridian and City have agreed on the Statement of Work attached hereto as Exhibit C.

D. Speridian is qualified to do business, and is doing business, in the State of California. Speridian represents it has the background, knowledge, experience, and expertise necessary to provide the services set forth in this Agreement.

E. Speridian will obtain, implement, and configure the Clariti software solution as outlined in Exhibit C.

The City will enter into a separate software as a service agreement with Clariti. .

F. City and Speridian desire to enter into this Agreement upon the terms and conditions set forth below.

NOW, THEREFORE, it is mutually agreed by and between the undersigned Parties as follows:

TERMS AND CONDITIONS

1. Definitions. The following definitions shall apply to the following terms as they appear in this Agreement:

1.1. “Affiliates” means, with respect to a Party, its parent company and subsidiaries and/or controlled corporations or entities which are directly or indirectly controlled by Party.

1.2. “City” means the City of Santa Monica.

1.3. “Client Party” means City and each of its Affiliates, Users, and Third-Party Users.

1.4. “Client Data” means all information and data provided or inputted by or on behalf of any Client Party for use with the System.

1.5. “Confidential Information” means: (i) Protected Information; (ii) all confidential and proprietary information of a Party, including, without limitation, business plans, strategies, products, software, source code, object code, clients, data models, discoveries, inventions, developments, know-how, improvements, works of authorship, concepts, or expressions thereof, whether or not subject to patents, copyright, trademark, trade secret protection or other intellectual property right protection; and (iii) all information any Client Party discloses, in writing, orally, or visually, to Speridian, or to which Speridian obtains access in connection with the negotiation and performance of this Agreement, and which relates to City, its employees, Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D 9/24/2024

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its third-party Speridian or licensors, or any other individuals or entities that have made confidential or proprietary information available to City (or to Speridian acting on City’s behalf), that is marked or otherwise identified as confidential or proprietary or that, given the nature of the information, ought reasonably to be treated as proprietary or confidential. Speridian’s Confidential Information includes all Proprietary Rights with respect to the Software, Custom Software and Software Work Product.

1.6. “Agreement Work Product” means all Client Data and all information and data generated by Speridian or any Client Party using Client Data in relation to the performance of this Agreement, including aggregate data generated using Client Data.

1.7. “Custom Software” means specifically modified reports, dashboard panels, or other features or modules of Clariti Software created by Speridian for City as described in the Proposal, Statement of Work or other documents attached as exhibits to this Agreement.

1.8. “Data Breach” means the unauthorized acquisition, access, use, or disclosure of Confidential Information that compromises the security, confidentiality, or integrity of such information.

1.9. “Documentation” means all user guides, videos, embedded help text, and other reference materials generally furnished with respect to the System, whether in printed or electronic format.

1.10.“Party” in the singular refers to either of the parties to this Agreement, together with their Affiliates, while “Parties” in the plural refers to both the parties to this Agreement, together with their Affiliates.

1.11.“Permissions” means the username and password provided to City by Speridian or by City to Users for each User, as the same may be modified under the System.

1.12.“Proprietary Rights” means worldwide intellectual and proprietary property owned and/or properly licensed by a Party and all intellectual or proprietary property rights subsumed therein, including copyright, patent, trademark (including goodwill), trade dress, trade secret and know-how rights.

1.13.“Protected Information” means information that identifies or is capable of identifying a specific individual, including but not limited to personally-identifiable information (PII), Protected Health Information as defined under the Health Insurance Portability and Accountability Act of 1996 (HIPAA) and the HIPAA regulations (including, but not limited to 45 CFR § 160.103), medical information other than Protected Health Information as defined under HIPAA and the HIPAA regulations, Cardholder Data (as currently defined by the Payment Card Industry Data Security Standard and Payment Application Standard Glossary of Terms, Abbreviations, and Acronyms), student records, or individual financial information that is subject to laws restricting the use and disclosure of such information, including but not limited to Article 1, Section 1 of the California Constitution; the California Information Practices Act (Civil Code § 1798 et seq.); the federal Gramm- Leach-Bliley Act (15 U.S.C. §§ 6801(b) and 6805(b)(2)); the federal Family Educational Rights and Privacy Act (20 U.S.C. § 1232g); the federal Fair and Accurate Credit Transactions Act (15 USC § 1601 et seq.); the federal Fair Credit Reporting Act (15 USC § 1681 et seq.); and California Streets and Highway Code § 31490.

1.14.“Vendor” means and refers to Speridian Technologies, a limited liability corporation, who will Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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be providing professional services necessary to implement the Clariti software. In contrast, Clariti will provide the software and hosting of the necessary instances and system landscape required for the implementation.

1.15.“Services” means the Clariti Software, Custom Software, and Professional Services that are the subject of this Agreement and identified in the Statement of Work, together with any Updates and Upgrades thereto.

1.16.“Service Interruption” means that any Client Party is unable to access the System as provided herein, excluding (i) scheduled maintenance windows of which City is notified at least 24 hours in advance and which occur outside of normal business hours; (ii) scheduled repairs of not more than two hours duration in any one week period of which City is notified at least four hours in advance and which occur outside of normal business hours; (iii) critical repairs including security updates where advance notice cannot be reasonably provided and (iv) interruptions caused by transmission errors, Internet service providers, vandalism, User error or other factors beyond Vendor’s or its direct Service Providers’ reasonable control.

1.17.“Service Provider” means a third-party service provider of City, Vendor, and/or any of their Affiliates.

1.18.“Server” means and refers to the server(s) utilized by Vendor for the System as defined in this Agreement. Vendor shall, in accordance with the notice provisions set forth in Section 13 below, keep the City’s Information System Department informed of the location and nature of the Server, in writing, throughout the Term of this Agreement.

1.19.“Software” means the object code version of the Clariti software products set forth in the deliverables section of the Statement of Work and made available to City under this Agreement by Vendor.

1.20.“Software Work Product” means Clariti software, programming, tools, integrations, documentation, and materials that are used, created, developed, or delivered by Vendor to City in connection with Custom Software, and all Proprietary Rights subsumed therein.

1.21.“Statement of Work” means any statement of work entered into and mutually approved in writing by the parties pursuant to this Agreement, including in particular but not limited to the Statement of Work, the Proposal, and any other documents attached as exhibits to this Agreement.

1.22.“System” means and refers to Vendor’s fully integrated web-based system, including the Clariti software, subscription service, and all other professional services, as specified in the Statement of Work, including any and all Upgrades and Updates. The System shall be accessible by any Client Party via a designated web site or IP address to be provided to City by Vendor

1.23.“Third-Party Technology” means proprietary technology of third parties that Vendor provides, or enables access to, as part of the System.

1.24.“Third-Party User” means any customer, consultant or Service Provider of any Client Party that is using or accessing the System on behalf of the Client Party.

1.25.“Third-Party User Agreement” means the user agreement between a Third-Party User and Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Vendor, as the same may be amended from time to time.

1.26.“Updates” and “Upgrades” means maintenance revisions, improvements, modifications, bug fixes, patches, corrections and enhancements to System provided by Vendor generally to its customers. The term “Updates” shall not include custom reports or enhancements for which Vendor charges a separate or additional fee.

1.27.“User” means any single employee, contractor, agent, customer, investor, consultant or ThirdParty User of City or any of its Affiliates who uses or accesses the System.

2. Term. The term of this Agreement shall be for a period of five (5) years beginning on the Execution Date (“Term”), unless terminated earlier in accordance with Section 15 below.

3. System.

3.1. Software License Grant. Software licenses and rights will be provided by Clariti under the terms and conditions outlined in a software as a service agreement substantially in the form, set forth in Exhibit F. Speridian will obtain the necessary software licenses from Clariti.

3.2. Software as a Service. Vendor agrees to obtain a fully integrated web-based System via a subscription service provided by Clariti as described in the Statement of Work and to grant any Client Party a non-exclusive right to access the System, including all Updates and Upgrades, via the Internet. Any Client Party may use the System solely for internal business of City in accordance with this Agreement, including the Statement of Work, and the applicable ThirdParty User Agreement and Documentation.

3.3. System Implementation. Vendor will configure, test and implement the System in accordance with the project schedule set forth in the Statement of Work. An estimated timeline for the implementation of the System is set forth in the project schedule attached hereto as Exhibit D, and such timeline may be amended from time to time by the Parties. System acceptance will be complete after the System has been in successful full use for a consecutive period of 30 days without significant malfunction or error. Any significant failure (no workaround or fix) of the System or need for software correction for Software provided by Vendor during the acceptance period shall extend the acceptance period on a day by day basis until the correction is fully completed.

3.4. System Maintenance and Support. Vendor will maintain and support the System as set forth in the Statement of Work.

3.5. Vendor Hosted System Model. Vendor will host the System and Client Data in a secure Internet accessible environment as described in the Statement of Work.

3.6. Users. City may license the System to the number of authorized Users as set forth in the Statement of Work. Each authorized User shall access and use the System (i) in accordance with the terms of this Agreement, including the Statement of Work, and applicable Third-Party User Agreement and Documentation, and, (ii) when applicable, through a unique and reasonably secure username and password as further described in the Statement of Work, Third Party User Agreement or Documentation. The System allows City to grant different levels of access to Client Data, to different Users, as described in more detail in the Statement of Work. It is City’s responsibility to designate the applicable access to be granted to each Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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User. City shall cause all Users to comply with all obligations of City hereunder, to the extent applicable to Users. Except for City’s and its Affiliates’ system administrators and where reasonably necessary for administrative or security purposes, no User may use the username/user identification or password of any other User.

3.7. Third Party Access. City shall also have the right for City and its Affiliates to permit Third Party Users to access or use the System in accordance with the terms and conditions of this Agreement, including the Statement of Work, provided that Third Party User has agreed in writing in advance to be bound by at least the same restrictions with respect to the System as City or has entered into a Third Party User Agreement with Vendor. Any rights granted hereunder with respect to the System to Third Party Users shall expire or terminate immediately upon the termination of the Agreement in accordance with its terms. City shall be responsible for ensuring the compliance of each Client Party with the terms and conditions of this Agreement and the applicable Statement of Work.

3.8. Security. Vendor shall provide City with the ability to create, modify and assign Permissions required for each User to access the System. City shall be responsible for safeguarding the Permissions and otherwise complying with the password and security procedures that Vendor may establish from time to time. City shall promptly notify Vendor if City becomes aware that the security of its Permissions has been compromised.

3.9. Professional Services. During the term of this Agreement, Vendor will make available to City Professional Services as set forth in the Statement of Work. City may also contract for expanded services for additional days and hours in accordance with Vendor’s then-current policies and prices. Notwithstanding the foregoing, Vendor will not be obligated to provide any support required as a result of, or with respect to, City’s operating systems, networks, hardware, or other related equipment of any Client Party use of the Services other than in accordance with the applicable Statement of Work and Documentation and as permitted under this Agreement.

3.10.Service Level. Vendor shall provide the Service Levels set forth in the Statement of Work, including the 99.5% uptime requirement, and including response no less quickly than in accordance with the following priority levels:
(a) A Level “A” Priority shall mean and refer to a System error that renders the System inoperable. Vendor shall assign resources within the first hour and shall continue to work on the problem until the problem is resolved. Average resolution time shall be less than eight (8) hours.
(b) A Level “B” Priority shall mean and refer to the detection of a System error that seriously impairs System operations but does not render the System inoperable. Vendor shall assign resources within four (4) hours and continue to work on the problem until the problem is resolved.
(c) A Level “C” Priority shall mean and refer to a minor problem, but of sufficient severity to warrant correction before the next scheduled Upgrade or Update. Vendor shall assign resources sufficient to resolve the problem within no more than thirty (30) days. (d) A Level “D” Priority shall mean and refer to any other minor problems that do not severely Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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affect the operation of the System. Vendor shall incorporate corrections into the next scheduled Upgrade or Update.

3.11.Backup. Vendor shall maintain a backup of all Agreement Data as set forth in the Statement of Work and shall, on written request from City, provide a copy of the backup to City.

4. City Obligations. City shall: (i) provide Vendor with reasonable access to City’s premises as appropriate to enable Vendor to perform its obligations hereunder; (ii) provide adequate resources to participate in or facilitate the performance of the System; (iii) timely participate in meetings relating to the System; (iv) assign personnel to work in consultation with Vendor; (v) safeguard the user ID’s, passwords and other security data, methods and devices furnished to City in connection with the System and prevent unauthorized access to or use of the System; (vi) be responsible for City networks, equipment and system security required or appropriate in connection with the System; (vii) be responsible for the accuracy, quality, integrity, legality, reliability and appropriateness of Client Data; (viii) transmit Client Data only in an encrypted format, to be mutually agreed by the parties; and (ix) take such other actions as are required of City pursuant to this Agreement, including any Statement of Work.

5. Confidentiality. The parties acknowledge and agree that for the implementation and operation of the System, each Party (the “Receiving Party”) may have access to certain Confidential Information of the other Party (the “Disclosing Party”), including Protected Information, that is exempt from disclosure to the public or other unauthorized persons under state and federal statutes. Each Party warrants and agrees as follows: (i) all such Confidential Information shall be kept confidential and protected from disclosure to any persons other than employees, agents, officers or representatives of such Party who have a need to know; and (ii) all such Confidential Information shall be held in the strictest of confidence and shall not be disclosed, disseminated or revealed to any other third party without the prior written permission of (a) for Vendor, an authorized representative of Vendor, and (b) for City, the Director of the City’s Information Services Department and the City Attorney.

Each Party shall ensure that its employees, officers, agents and representatives who are involved with this Agreement will be advised of the terms of this confidentiality clause and will be instructed that they are bound by this confidentiality clause. The following information shall not be considered Confidential Information subject to this Section: (i) information that is publicly available or later becomes available other than through a breach of this Agreement or a Data Breach; (ii) information that is known to the Receiving Party or its employees, agents or representatives prior to its disclosure by the Disclosing Party or is independently developed by the Receiving Party or its employees, agents or representatives subsequent to such disclosure; or (iii) information that is subsequently lawfully obtained by the Receiving Party or its employees, agents or representatives from a third party without obligations of confidentiality. If the Receiving Party is required by law to disclose any portion of the Disclosing Party’s Confidential Information in response to a subpoena, court order, or other similar document, including a request under the California Public Records Act, Receiving Party shall give prior timely notice of such disclosure to Disclosing Party to permit Disclosing Party to seek a protective or similar order, and, absent the entry of such an order, Receiving Party shall disclose only such Confidential Information as is necessary to be disclosed in response to such subpoena, court order, or other similar document, including a request under the California Public Records Act.

6. Key Staffing Changes In the event of any changes to Vendor’s key staff assigned to this Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Agreement, Vendor will notify the City as soon as reasonably possible. Further, Vendor agrees that any replacement of key staff assigned to this Agreement will be made with individuals of comparable or higher experience or expertise.

7. Compensation & Invoices. The City will compensate Vendor for the Services performed in a total amount not-to-exceed $1,839,517 in accordance with the Fee, Budget, and Compensation Schedule attached as Exhibit E. Vendor will invoice the City for the Services performed in accordance with Exhibit E, and the City will pay any undisputed amount set forth on a correct invoice within 30 days of receipt.

8. Copyright and Other Restrictions.

8.1. Vendor’s Proprietary Rights. Vendor owns all right, title and interest, including all related Proprietary Rights in and to, or related to the Software, Custom Software, Software Work Product and System, including all software programs contained therein. The Vendor name, the Vendor logos, and the product names associated with the System are trademarks of Vendor or third parties, and no right or license is granted with respect to their use. The System may contain intellectual property belonging to third parties. All such intellectual property is and shall remain the property of its respective owners. Except for the limited rights expressly granted herein, all right, title and interest in and to the Software, Custom Software, Software Work Product, and System are reserved by Vendor, and, except as expressly granted herein, nothing contained in this Agreement shall be construed as conferring any right, title, interest or license with respect to the Software, Custom Software, Software Work Product or System upon any Client Party, by implication, estoppel or otherwise. In addition, City agrees and acknowledges that Vendor shall have an unlimited right to incorporate into any updates, upgrades, or modifications to the Software, Custom Software and the System rendered through use thereof all suggestions, ideas, enhancement requests, feedback, recommendations or other information provided by any Client Party relating to the System.

Such Software, Custom Software and System, as updated, upgraded, or modified, shall be owned by Vendor as provided in this Section. Nothing in this Section shall affect the ownership by City of any and all Agreement Work Product or other City proprietary information.

8.2. Restrictions. Nothing in this Agreement shall be construed as a grant to City of any right to, and City shall not, and shall not permit any Client Party to: (i) reproduce, license, sublicense, sell, resell, transfer, assign, distribute or otherwise commercially exploit or make available to any third party the System or any portion thereof; (ii) distribute, disclose or allow use of any of the System, or any portion thereof, in any format, through any timesharing service, service bureau, network or by any other means, to or by any third party; (iii) decompile, disassemble, or otherwise reverse engineer or attempt to reconstruct or discover any source code or underlying ideas or algorithms of the System in any manner; (iv) create derivative works from, modify or alter any of the System in any manner whatsoever; (v) interfere with any third party’s use and enjoyment of the System; (vii) attempt to gain unauthorized access to the System, accounts, computer systems, or networks connected to any Vendor’s server; or (vi) use any robot, spider or other automatic device or manual process to monitor or copy portions of the System.

8.3. Agreement Work Product. City shall own all right, title and interest in and to the Agreement Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Work Product, which shall never be deemed to be Software, Custom Software, System, or Software Work Product, even if delivered or incorporated therewith. Vendor shall have no responsibility, whatsoever, for the accuracy, quality, integrity, legality, reliability, appropriateness, and intellectual property ownership of Client Data, and Vendor shall not review, monitor or check the Client Data except as necessary to provide the System to Client and ensure the operation of the System in accordance with this Agreement. Vendor shall not be responsible or liable, in any way, for the deletion, destruction, damage or loss of any Agreement Work Product through no fault of Vendor or its providers without limiting Vendor’s liability to maintain backup data as set forth in the Statement of Work or Vendor’s obligations to maintain data security or in the event of a Data Breach as set forth in Sections 21 and 22 below.

8.4. Software Work Product. As between Vendor and City, Vendor shall be the sole and exclusive owner of all right, title, and interest in and to all Software Work Product and all Proprietary Rights subsumed therein. City expressly acknowledges and agrees that the Software Work Product shall not constitute work made-for-hire under the United States Copyright Act, and that Vendor shall have the exclusive right to protect the Software Work Product by patent, copyright, or any other means. Software Work Product shall be made available to City as part of the System to the extent set forth in the Statement of Work, and City shall have no other right to use any Software Work Product.

8.5 Notices of Infringement. Upon notice from Vendor, City agrees to reasonably cooperate with and assist Vendor (at Vendor’s sole expense) in protecting, enforcing and defending Vendor’s rights in and to the System and any Software Work Product.

9. System Warranty. Vendor warrants that the System will perform in all material respects in accordance with its Proposal, the Statement of Work, and any related Documentation when used in accordance with the terms of this Agreement on the hardware and with the third-party software specified by Vendor from time to time. In the event of any breach by Vendor of the warranty provided in this Section, Vendor shall be required to repair or replace the nonconforming System, at Vendor’s sole expense, as described herein. Vendor shall deliver to City a replacement System, a work-around and/or an error/bug fix as may be necessary to correct the nonconformity. If Vendor is unable to repair or replace the nonconforming System through the remedy set forth above, then such remedy shall not be an exclusive remedy and City shall have all remedies available in law or equity.

10.Services. Vendor represents and warrants that the Services shall be performed in a professional and commercially reasonable manner consistent with the standard of care exercised by Vendor in performing similar services for other clients. City’s remedy for breach of this warranty shall be reperformance of the nonconforming Services, provided that Vendor must have received written notice of the nonconformity from City no later than 60 days after the original performance of the Services by Vendor. If Vendor is unable to re-perform the nonconforming Service through the remedy set forth above, then such remedy shall not be an exclusive remedy and City shall have all remedies available in law or equity.

11.Insurance. Prior to commencing work, Vendor must procure, maintain and pay for insurance against claims for injuries to persons or damage to property that may arise from or in connection Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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with the performance of the System by Vendor or Vendor’s agents, representatives, employees or subconsultants for the duration of this Agreement. Vendor must obtain insurance that, at a minimum, meets the requirements for insurance set forth in Exhibit G, Insurance Requirements and Verifications.

12.Indemnification.

12.1.General Indemnification. Vendor agrees to defend, indemnify, protect, and hold harmless City, its agents, officers, boards and commissions, and employees (collectively, “City Indemnitees”) from and against any and all liability, claims, demands, damages, or costs, including but not limited to attorneys’ fees, or payments for injury to any person or property (collectively, “Losses”), alleged to arise out of or result from any alleged acts, errors, or omissions of Vendor in connection with its performance under this Agreement.

12.2.Infringement Claims. Vendor agrees to indemnify, defend, settle, or pay any third-party claim or action against any Client Party for infringement of any U.S. patent or copyright arising from City’s use in accordance with this Agreement of the System. If the System or any part of the System is held to infringe and the use thereof is enjoined or restrained or, if as a result of a settlement or compromise, such use is materially adversely restricted, Vendor shall, at its own expense, either: (i) procure for City the right to continue to use the System; or (ii) modify the System to make it non-infringing, provided that such modification does not materially adversely affect City’s authorized use of the System; or (iii) replace the System with a functionally equivalent non-infringing program at no additional charge to City; or (iv) if none of the foregoing alternatives is reasonably available to Vendor, terminate this Agreement and refund to City any prepaid but unearned fees paid to Vendor.

12.3.Conduct of Defense. Notwithstanding Vendor’s obligation to defend the City Indemnitees hereunder, City has the right to conduct the defense of the City Indemnitees and obtain reimbursement for reasonable costs of defense from Vendor, if City chooses to do so.

13.Notices. All notices, demands, requests or approvals to be given under this Agreement, must be in writing and will be deemed served when delivered personally, by email, or on the third business day after deposit in the United States mail, postage prepaid, registered or certified, addressed as follows:

13.1. All notices, demands, requests or approvals to the City:

Information Services Department
City of Santa Monica
1685 Main Street Room 105
Santa Monica, CA 90401
Attention: Prasanna Joshi
Re: Agreement No. 11605(CCS)
with a copy to:

Santa Monica City Attorney’s Office
1685 Main Street, Third Floor
Santa Monica, CA 90401
Attention: City Attorney
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Re: Agreement No. 11605 (CCS)
and to:

City of Santa Monica Information System Department
1685 Main Street, Room 105
Santa Monica, CA 90401
Attention: Chief Information Officer
Re: Agreement No. 11605(CCS)

13.2. All notices, demands, requests or approvals to Speridian:

Speridian Technologies
2400 Louisiana Blvd NE Building 3
Albuquerque, NM 87110
Attn: Legal Department
Re: Agreement No. 11605 (CCS)

14.Prohibition Against Transfers.

14.1.Vendor shall not assign, hypothecate or transfer this Agreement or any interest therein directly or indirectly, by operation of law or otherwise without the prior written consent of City, which shall not be unreasonably withheld. Any attempt to do so without the City’s consent shall be null and void, and any assignee, sublessee, hypothecate or transferee shall acquire no right or interest by reason of such attempted assignment, sublease, hypothecation or transfer.

14.2.Notwithstanding the foregoing, no written consent shall be required for Vendor to assign, hypothecate or transfer this Agreement to (i) any parent or wholly owned subsidiary or (ii) to a successor by way of a merger, acquisition, sale, transfer or other disposition of all or substantially all of its assets, provided that for either (i) or (ii) Vendor provides City with written notice of such assignment.

14.3.The sale, assignment, transfer or other disposition of any of the issued and outstanding capital stock of Vendor or of any general partner or joint venturer or syndicate member of Vendor, if a partnership or joint venture or syndicate exists, which results in changing the control of Vendor, will be construed as an assignment of this Agreement. Control means 50% or more of the voting power of the corporation.

15.Default and Termination.

15.1.Right to Terminate for Cause; Notice and Opportunity to Cure. Either Party may terminate this agreement for cause if the other Party materially breaches any of the provisions of this Agreement and fails to cure such breach within 30 days after receipt of written notice thereof.

In the event a longer period is required to complete a cure, the Parties may agree to extend such time periods provided that the breaching Party has commenced and continues to cure within the extended time period.

15.2.Rights Upon Termination. Upon termination of this Agreement by either party for any reason:
i. All licenses granted to the City under this Agreement shall terminate and revert immediately to Vendor, subject to other provisions of this Agreement regarding the City’s Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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right to access Agreement Work Product.
ii. Vendor shall promptly transmit or cause to be transmitted the Agreement Work Product in a form readable and accessible by the City. Vendor agrees to cooperate with the City for the transmittal of the information in a form reasonably acceptable by the City. iii. The City’s rights to the Agreement Work Product shall be unequivocal and shall survive the termination of this Agreement.
iv. Upon termination of this Agreement, City will pay Vendor any compensation earned and unpaid up to the effective date of termination.

16.Records.

16.1.Vendor must maintain complete and accurate records with respect to costs, expenses, receipts and other such information required by the City for any services provided where compensation is on the basis of hourly rates, subconsultant costs, or other direct costs.

Vendor must keep the records, together with supporting documents, separate from other documents and records and maintain them for a period of three years after receipt of final payment.

16.2.Vendor must maintain records in sufficient detail to permit an evaluation of the Services and in accordance with generally accepted accounting principles. Vendor must clearly identify all records and make them readily accessible to the City. At the City’s request, Vendor must provide records in an electronic format and, if necessary, access to any proprietary software to view such electronic records.

16.3.Vendor must allow the City to have free access to Vendor’s books and records and to inspect all work, data, documents, proceedings and activities related to this Agreement. The City has the right to examine or audit Vendor’s records, and Vendor agrees to cooperate with any examination or audit of its records. If a City audit discloses an error in information reported by Vendor, Vendor agrees to repay the amount of the error.

17.Agreement Work Product; Reports.

17.1.Any Agreement Work Product prepared or caused to be prepared by Vendor or any subconsultant for this Agreement will be the exclusive property of City. No Agreement Work Product given to or prepared by Vendor or any subconsultant pursuant to this Agreement may be made available to any individual or organization by Vendor without prior written approval by City.

17.2.At City’s request, Vendor must furnish reports concerning the status of the Services.

18.Data Retention. All Agreement Work Product is the property of the City. At any time during the term of this Agreement at the City’s request or upon the termination of this Agreement for any reason, Vendor shall, and shall instruct all authorized persons to, promptly return to the City all copies, whether in written, electronic or other form or media, of all Agreement Work Product in its possession or the possession of such authorized persons. Vendor shall also securely dispose of all remaining copies in Vendor’s possession, if the City so instructs, and certify in writing to the City that all Agreement Work Product, including Protected Information, has been returned to City or disposed of securely, as requested by the City. Vendor shall comply with all directions provided by Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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the City with respect to the return or disposal of Agreement Work Product, including Protected Information.

19.Standard of Care. Vendor agrees to provide all Services, including services performed by any subconsultant, in a manner consistent with the level of care and skill ordinarily exercised by members of Vendor’s profession under similar conditions.

20.Subconsultants.

20.1.If Vendor proposes to have any subconsultant perform any part of the Services, Vendor must submit a request for approval in writing, describing the scope of work to be subcontracted, the name of the proposed subconsultant, and the total price or hourly rates used in preparing an estimated cost for the subconsultant’s services. The City, in its sole discretion, may grant or deny the request.

20.2.Vendor will be responsible for the quality of any subconsultant’s work. Every subcontract or agreement of any kind entered into between Vendor and any subconsultant (or between any subconsultant and others) must contain the following provision:

This agreement is consistent with all terms and conditions of the Agreement No. 11605 (CCS) entered into between the City of Santa Monica and Vendor Technologies on^^____________________.

21.Data Security. To the extent Vendor will collect, access, use, store, dispose of, or disclose Confidential Information, including Protected Information, the following provisions will apply.

21.1.Vendor represents and warrants that it will comply with all applicable federal, state, and local privacy and data protection laws, as well as all other applicable regulations.

21.2.Vendor shall implement administrative, physical and technical safeguards to ensure security of Confidential Information, including Protected Information, that are no less rigorous than accepted industry practices including National Institute of Standards and Technology (NIST) 800-53, Center for Internet Security (CIS) controls, the International Organization for Standardization’s standards (ISO/IEC 27001:2013 – Information Security Management Systems – Requirements and ISO-IEC 27002:2013 – Code of Practice for Information Security Controls), the American Institute of Certified Public Accountants trust principals for security, confidentiality, and availability (SOC 1 and SOC 2), and the Information Technology Library (ITIL) standards. Vendor shall ensure that all such safeguards, including the manner in which Protected Information is collected, accessed, used, stored, processed, disposed of and disclosed, comply with all applicable data protection and privacy laws, as well as the terms and conditions of this Agreement. Vendor shall provide City with copies of: (a) its Data and Server Security Plan (as periodically updated); (b) its Business Continuity/Disaster Recovery Plan (as periodically updated); and (c) its annual SSAE 16 SOC 2 Audit Report, subject to these documents being treated as Confidential Information under the terms of this Agreement.

21.3.If in the course of this engagement Vendor has access to or will collect, access, use, store, process, dispose of or disclose credit, debit or other payment cardholder information, Vendor shall at all times remain in compliance with the Payment Card Industry Data Security Standard (“PCI DSS”) requirements, including remaining aware at all times of changes to the PCI DSS and promptly implementing all procedures and practices as may be necessary to remain in Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D 9/24/2024

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compliance with the PCI DSS at Vendor’s sole cost and expense.

21.4.All employees and subcontractors given access to any Confidential Information, including Protected Information, must agree to abide by the terms of the Agreement and restrict use of Confidential Information, including Protected Information, only for subcontractors or employees’ internal business purposes and only as necessary for the execution of the Agreement.

21.5.Vendor’s failure to adequately protect Confidential Information, including Protected Information, resulting in a Data Breach is a material breach of this Agreement. In such event, City may terminate the Agreement effective immediately upon written notice to Vendor without further liability or obligation to City.

21.6.Upon City’s request, to confirm Vendor’s compliance with this Agreement, as well as any applicable laws, regulations and industry standards, Vendor grants City or, upon City’s election, a third party on City’s behalf, permission to perform an assessment, audit, examination or review of all controls in Vendor’s physical or technical environment in relation to all Confidential Information, including Protected Information, being handled and services being provided to City pursuant to this Agreement. Vendor shall fully cooperate with such assessment by providing access to knowledgeable personnel, physical premises, documentation, infrastructure and application software that processes, stores or transports Confidential Information, including Protected Information, for City pursuant to this Agreement.

City may also request that Vendor perform a self-audit of all security programs and controls. In addition, upon City’s request, Vendor shall provide City with the results of any audit performed by or on behalf of Vendor that assesses the effectiveness of Vendor’s information security program as relevant to the security and confidentiality of Confidential Information, including Protected Information, shared during the course of this Agreement.

21.7.Vendor shall ensure all Confidential Information, including Protected Information, remains within the United States and is not transbordered out of the country without prior written authorization by City, which authorization may be withheld by City in its sole discretion.

22.Data Breach. In the event of any Data Breach, Vendor shall promptly notify City and cooperate with any remedial and notification requirements.

22.1.Vendor shall provide notice by email and telephone of any Data Breach as soon as possible, but no later than 24 hours after learning of the Data Breach. The notice shall include a detailed report of the information breached, including names, contact information, and data that was compromised.

22.2.Immediately following notification of a Data Breach, Vendor shall coordinate with City to jointly investigate the incident, and Vendor agrees to (1) assist with any investigation; (2) provide City with access to facilities and operations impacted by the Data Breach; (3) provide status reports on any internal investigations as frequently as requested by City; (4) facilitate interviews with Vendor’s employees and others involved in the Data Breach; and (5) make available all relevant documents and data, electronic or in paper form, necessary to comply with all applicable laws, regulation, industry standards as otherwise requested by City.

22.3.Vendor shall immediately remedy any Data Breach and, at Vendor’s sole expense, take all Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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necessary steps to prevent any further Data Breach in accordance with all applicable privacy rights, laws, regulations, and standards.

22.4.Vendor shall not inform any third party of a Data Breach without first obtaining City’s written consent to do so, other than to inform a complainant that the matter or inquiry has been forwarded to the appropriate City office for review or as otherwise required by law. Vendor shall consult with City to determine (1) whether notice of a breach should be provided to any individuals, regulators, law enforcement agencies, consumer reporting agencies, or others as required by law, regulation, or otherwise in the City’s discretion; and (2) the content of any such notice, whether and what type of remediation may be offered, and the nature and extent of any such remediation.

22.5.Vendor shall fully cooperate in any litigation or other action deemed necessary by the City following any Data Breach.

23.Integrated Agreement. This Agreement represents the full and complete understanding of every kind or nature whatsoever between the parties hereto, and all preliminary negotiations and agreements of whatsoever kind or nature are merged herein. No verbal agreement or implied covenant shall be held to vary the provisions hereof. Any modifications of this Agreement will be effective only by written execution signed by both City and Vendor and approved as to form by the City Attorney. This Agreement is the product of negotiation and compromise between the parties.

Accordingly, notwithstanding California Civil Code Section 1654, in the event of uncertainty, the language shall not be construed against the Party causing the uncertainty.

24.Permits and Licenses. Vendor, at its sole expense, shall obtain and maintain during the term of this Agreement, all required business and professional permits, licenses and certificates.

25.Compliance with Law. Each Party shall comply with all applicable federal, state and local laws, including all ordinances, rules and regulations.

26. Nondiscrimination. In rendering Services under this Agreement, Vendor shall not discriminate based upon race, color, religion, national origin, ancestry, sex, age, sexual orientation, marital status, AIDS or disability and shall comply with the requirements of all federal, state and local law.

27. Non-Solicitation. During the term of this Agreement and for twelve (12) months thereafter, neither party shall intentionally solicit for employment or as an independent contractor any person employed by the other or any affiliate of the other, if such person was involved directly in the performance of Services.

27.Governing Law. The laws of the State of California, without regard to any choice of law provisions, will govern this Agreement.

28.Venue and Jurisdiction. The City and Vendor agree that a significant portion of the Services will take place in Los Angeles County and that any litigation arising out of this Agreement may only be brought in either the United States District Court, Central District of California, or the Superior Court of California, County of Los Angeles, West District, as appropriate. The Parties agree that venue exists in either court, and each Party expressly waives any right to transfer to another venue. The Parties further agree that either court will have personal jurisdiction over the Parties to this Agreement.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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29.Survival of Terms and Obligations. Any provision of this Agreement that by its nature must be exercised after termination of this Agreement will survive termination and remain effective for a reasonable time. Any obligation that accrued prior to termination of this Agreement will survive termination of this Agreement.

30. Force Majeure. In the event of delays to the performance of obligations (other than payment obligations) due to circumstances beyond each party’s reasonable control, including without limitation, acts of God, fires, floods, earthquakes, wars, civil disturbances, terrorism, or sabotage (a “Force Majeure Event”), each Party will have no liability for any such failure or delay to the extent that it promptly uses commercially reasonable efforts to minimize any resulting delay in or interference with the performance of its obligations hereunder.

31.No Third-Party Beneficiaries. This Agreement does not and is not intended to confer any rights or remedies upon any party other than the Parties to this Agreement.

32.Publicity. Without prior written approval signed by an authorized representative of the other Party, neither Party shall, directly or indirectly, (i) use the other Party’s name or any of the other Party’s trademarks, service marks or logos, or (ii) make any public announcement related to this Agreement or the System. Notwithstanding the foregoing, Vendor may disclose the fact that City has procured a license for the System; provided that Vendor will not make any public announcement of such fact or state or imply that City endorses or recommends the Services without the prior written permission of City.

33.Severability. In the event that any provision of this Agreement shall be determined to be illegal or unenforceable, such provision shall be limited or eliminated to the minimum extent necessary so that this Agreement shall otherwise remain in full force and effect and enforceable.

34.Waiver. A waiver of any breach of this Agreement may not be deemed a waiver of any subsequent breach of the same or any other term, covenant, or condition of this Agreement.

35.Execution in Counterparts. This Agreement may be executed in counterparts with the same effect as if both parties hereto had executed the same document. All counterparts shall be construed together and shall constitute a single Agreement. Any signature to this Agreement transmitted electronically through DocuSign or PDF shall be deemed an original signature and be binding upon the parties hereto (it being agreed that such electronic signature shall have the same force and effect as an original signature).

36.Exhibits. The following exhibits are incorporated by reference into this Agreement as though fully set forth herein.

Exhibit A Request for Proposals
Exhibit B Speridian’s Proposal
Exhibit C Statement of Work
Exhibit D Project Schedule
Exhibit E Fee, Budget and Compensation Schedule
Exhibit F Clariti SaaS Agreement
Exhibit G Insurance Requirements
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IN WITNESS WHEREOF, the parties have caused this Agreement to be executed the day and year first above written.

ATTEST:
______________________________

DENISE ANDERSON-WARREN
APPROVED AS TO FORM:
______________________________

LANE DILG

CITY OF SANTA MONICA,
a municipal corporation
By: ______________________________

RICK COLE
#VENDOR
By: _______________________________
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D City Attorney

DOUGLAS SLOAN
9/24/2024
9/24/2024
Speridian Technologies LLC
Rajiv Mahajan
Senior Vice President
David White
9/24/2024
City Manager
9/24/2024
Nikima Newsome
City Clerk

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Exhibit A
RFP

CITY OF SANTA MONICA

PERMITTING SYSTEM RFP

REQUEST FOR PROPOSALS
Information Services Department
RELEASE DATE: May 30, 2023
DEADLINE FOR QUESTIONS: June 9, 2023
RESPONSE DEADLINE: July 27, 2023, 5:00 pm APPROVED

FOR ADVERTISEMENT
CITY CONTACT:

Jason Rourk
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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City of Santa Monica
Request for Proposals
Permitting System RFP
Table of Contents

1. Introduction

2. Term

3. Scope of Work

4. Questions and Answers

5. Vendor Questionnaire

6. Evaluation Criteria

7. Award Process

8. Terms& Conditions
Attachments: A - Proposer Checklist B - PSA Contract Template D - IT Consultant PSA Insurance E - Moss Adams Report
F- Permitting Scope Permit List 12-22
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Packet Pg. 181 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 1 INTRODUCTION

1.1 Summary
The City of Santa Monica is preparing a Request for Proposals to identify and procure a modern technology solution that will deliver a highly flexible and configurable system to support the City’s diverse and specialized permitting and land management services, and an improved customer experience for the community. The system should accommodate the list of permits listed in the accompanying excel spreadsheet. The project team will include stakeholders from all represented departments for the evaluation and selection of the recommended bidder.

1.2 Background
This project should address City Planning, Building and Safety, and other constructionrelated approvals that are typically a part of the construction/development permitting process. Implementation for this permitting and land use management system would focus on services provided by City Planning and Building and Safety, several permitting processes which have many touchpoints in different departments throughout the City.

Where those touchpoints exist, the project team will ensure that those integrations and dependencies are addressed in this RFP’s requirements.
* This scope was created in collaboration with CMO, ISD, CDD, Finance, PWD, and DOT. All of the department heads from these departments have reviewed and signed off

1.3 Contact Information
Any inquiries or requests regarding this procurement should be submitted via OpenGov. Other City officers, agents, employees or representatives do not have authority to respond on behalf of the City. Contact with unauthorized City personnel during the selection process may result in disqualification.

Jason Rourk
Portfolio Manager
1685 Main Street
Santa Monica, CA 90401
Email: [email protected] Phone:
(562) 639-5667
Department:

Information Services Department
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Packet Pg. 182 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Department Head:
.
.

1.4 Timeline
Proposal Calendar
The following is a list of key dates:

Release Project Date May 30, 2023
Question Submission Deadline June 9, 2023, 3:00pm
Question Response Deadline July 13, 2023, 5:00pm
Proposal Submission Deadline July 27, 2023, 5:00pm
2 TERM
The City of Santa Monica, (referred to hereafter as “the City”) is inviting proposals from qualified persons or firms for an initial term of five (5) years to be exercised at the City’s sole discretion.
3 SCOPE OF WORK

3.1 Scope of Work
The City of Santa Monica is preparing a Request for Proposals to identify and procure a modern technology solution that will deliver a highly flexible and configurable parcelbased land management and permitting system to deliver an improved customer experience. The system should accommodate the list of permits listed in the accompanying excel spreadsheet. The project team will include stakeholders from all represented departments for the evaluation and selection of the recommended bidder.

Vendors should propose an upgrade or full system replacement, either option would include the same level of details on the process and scope.

The City will choose a Permitting system that most closely meets its requirements for flexibility and configurability, the functional requirements defined in this RFP, and that provides an open system architecture that permits interfacing to other internal and Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Packet Pg. 183 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System external systems. The system must also allow for secure external access by consultants and service providers contracted by the City if necessary.

The solution selected will be implemented using a phased approach as recommended by the selected Vendor and approved by the City. The City expects process improvement through implementation of new systems and intends to adopt the best practices offered by the selected Vendor. Vendors who are invited to demonstrate their product should be prepared to discuss the application’s best practices and the system’s ability to adapt to user preferences.

The first phase of this project should address City Planning, Building and Safety, and other construction-related approvals that are typically a part of the construction/development permitting process. While the initial phase of implementation for this permitting and land use management system would focus on services provided by City Planning and Building and Safety, several permitting processes have many touchpoints in different departments throughout the City. Where those touchpoints exist, the project team will ensure that those integrations and dependencies are addressed in this RFP’s requirements.

Vendor should consider and recommend data migration strategy from existing systems as part of the submitted proposal.

Subcontracting. All proposed subcontracting must be detailed in the firm’s proposal. No subcontracting will be allowed without the express written consent of the City.

Change Order Management. Any additional work identified during the course of the project that is deemed necessary, but outside the original scope of work, must be recorded as a change order and approved by the City before work is started.

A detailed list of what is in scope and what is not in scope for Phase I can be found in the attachment "Permitting Scope Permit List 12-22".

The city undertook a study by Moss Adams and the results of that study is the issuance of the RFP. Please see the Moss Adams report attached.

3.2 Vendor Requirements
Minimum years of experience: Demonstrated experience with systems of similar capabilities, delivering solutions for highly complex regulatory environment and framework for a minimum of five years

3.3 Functional Business Requirements
The City of Santa Monica through the Information Services Department (ISD), is seeking to obtain proposals from experienced and highly qualified software firms (Vendor) for the acquisition and implementation of an enterprise Land Management and Permitting system that satisfies all of the City’s functional requirements. A detailed description of the products and services required are contained in Section 3, Scope of Work.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Packet Pg. 184 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Requirements include:

Intaking information for permits (visibility of lifecycle data and historical changes to include application submittal process or track key fields) Integration access to all documentation related to record transactions systems (integrated seamless access)
Review of applications Issuance
of permits
Ability to interface with contractor state license board (CSLB) Business licenses
Fee assessments, invoicing, payments, processing and receipts (at transaction level and batch/set)
Managing these processes through full automated workflows Supporting city business planning (public and private) public interfacing Review of plans including building plan mark up, review and version control Inspections scheduling, routing/mapping and status updates
Code enforcement tracking and oversight
Conditional workflows and approvals based on various criteria or conditions Ability to relate or link revisions to a project
Land Management and Permitting
Reporting and Query Tools Interactive
Voice Response Public/Constituent
Online Access Mobile Applications
It is anticipated that the new Permitting system and successful implementation will:

Position the City to meet its current and future strategic objectives.

Make information easily and broadly available to internal and external consumers of data.

Streamline the application and permit approval processes and eliminate bottlenecks.

Minimize manual processes, reduce paper, and increase usage of automation wherever possible.

Automate manual tasks and improve permit efficiency.

Minimize the use of shadow systems.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Packet Pg. 185 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Promote the adoption of best practices and the development of policies and procedures.

Provide intuitive systems that are easy to navigate.

Support query and reporting of data in the user’s desired format.

Support or compliment the desired technical architecture.

Ensure integration with other systems.

3.4 Technical Requirements
The following are the enterprise technologies that the City uses. Please document how your solution will interact with/utilize these technologies Tyler ERP (Finance and HR) – Tyler Munis is the official data source for HR and financial data. Currently, the City does not have Tyler APIs module but is in the process of procuring that in the near future
ServiceNow Platform – The City uses ServiceNow as a Service Desk platform (ITSM) and also utilizes it for 311 (https://311.santamonica.gov ) and PPM (Project Management).

The City also utilizes ServiceNow as a low-code development platform to create internal workflow applications.

SharePoint – The City uses O365 products and utilizes SharePoint for internal simple workflows and document sharing. The City also uses SharePoint as the intranet portal to share information with internal stakeholders.

Laserfiche –Laserfiche is a document repository for “final” documents. The official documents are managed using Laserfiche. Currently, the City is in the process of migrating to the Laserfiche cloud from an on-prem environment.

OKTA - The City is moving from Azure AD to OKTA for identity and access management.

The City’s Website (.Net Orchard) – The public-facing website (www.santamonica.gov) is using Orchard (open source CMS platform) based on .Net. Any headless implementation will utilize this platform. The platform uses ASP .NET core MVC platform.

CKAN (Open Data Platform (CKAN on AWS) – The open data platform (data.santamoncia.gov) is deployed on AWS using CKAN(Open Source Product). Any public transparency data need to be published to Open Data Portal.

Integration – The City currently uses ServiceNow Integration Hub for the integrations involving ServiceNow (To and From). For all other integrations, The city uses AWS serverless technologies including AWS glue and Athena.

Dashboarding (Tableau) – The city utilizes Tableau for dashboards. The public dashboards could be published on Tableau public to be consumed via the City Website and/or Open Data Portal. The internal dashboards will be available to the internal city staff with Tableau licenses.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Packet Pg. 186 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Geospatial Technologies – The City is an ESRI customer and uses ESRI ArcGIS pro to manage and maintain geospatial data. Any system that integrates with GIS needs to be capable of using ESRI JavaScript API for integration.
4 QUESTIONS AND ANSWERS
Vendor Queries Due
Questions must be submitted online in the “Q&A” tab. The City will only accept or respond to questions submitted through the online vendor portal. 5 VENDOR QUESTIONNAIRE

5.1 Proposal

5.1.1 Letter of Transmittal*
Please upload your letter of Transmittal as a PDF here. Make sure to include the following items.

A. Identify the submitting organization;
B. Identify the name, title, telephone and fax numbers, and e-mail address of the person authorized by the organization to contractually obligate the organization;
C. Identify the name, title, telephone and fax numbers, and e-mail address of the person authorized to negotiate the contract on behalf of the organization;
D. Identify the names, titles, telephone and fax numbers, and e-mail addresses of persons to be contacted for clarification; E. Be signed by the person authorized to contractually obligate the organization;
F. Acknowledge receipt of any and all amendments to this RFP. *Response required

5.1.2 Qualifications*
Provide a brief summary of your company’s history, its capabilities, and its recent relevant experience (last five years). Also, describe your demonstrated experience with similar projects and qualification including professional licenses and certifications. *Response required
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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5.1.3 Key Personnel*
Describe the project team composition and include resumes of key personnel. Proposed members should be available for ninety (90) days from the proposal due date. The City must be promptly notified of any changes in key personnel prior to award. *Response required

5.1.4 References*
List a minimum of three (3) references for whom comparable services were provided to in the last five (5) years. Include the name of the firm, name of the contact, telephone number of the contact, email address of contact (if available), brief description of the services provided and your firm’s role, and the start and completion date. *Response required

5.1.5 Project Work Plan*
Describe your understanding of the project and approach. Include deliverables, milestones, assumptions, and identify potential risks that could delay the project. List any resources you expect the City to provide.
*Response required

5.1.6 Cost Proposal*
Provide a proposed total fee outlining the proposal and identify the hourly fee schedule for all personnel to be involved in the project. The hourly rates should include fringe benefits, indirect costs and profit. The Consultant should also indicate what percentage of the scope of work is expected to be completed by each individual or pay classification included in fee proposal. Additionally, if applicable, a schedule of reimbursable expenses should be included.
*Response required

5.2 Other Required Responses

5.2.1 Business License Requirements
WHO NEEDS A BUSINESS LICENSE?

1. Is this vendor physically located in the City of Santa Monica? Yes (Vendor must have a City of Santa Monica business license - contact the Business License unit for the appropriate forms. Skip question 2 & continue to “ADDITIONAL REQUIREMENTS” section below)
No (Continue to the next question)

2. Does this vendor physically come into the City of Santa Monica to conduct business and/or make deliveries?
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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No(STOP, no license needed)
ADDITIONAL REQUIREMENTS:

If this vendor is located in or comes into the City of Santa Monica to conduct business, in addition to having a CITY OF SANTA MONICA BUSINESS LICENSE, they will be required to have insurance (see agreement for descriptions).

The business license documentation is only required from the successful Proposer.

5.2.2 Notice Regarding Disclosure of Contents of Documents* All responses to this Request for Proposal (RFP) accepted by the City of Santa Monica (City) shall become the exclusive property of the City. All proposals accepted by the City shall become a matter of public record and shall be regarded as public, with the exception of those elements of each proposal which are defined by the contractor as business or trade secrets and plainly marked as "Trade Secret", "Confidential" or "Proprietary". Each element of a proposal which a contractor desires not to be considered a public record must be clearly marked as set forth above, and any blanket statement (i.e. regarding entire pages, documents or other non-specific designations) shall not be sufficient and shall not bind the City in any way whatsoever. If disclosure is required or permitted under the California Public Records Act, or otherwise by law, the City shall not in any way be liable or responsible for the disclosure of any such records or part thereof.
☐ Please confirm
*Response required

5.2.3 Oaks Initiative*

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 Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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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.  OAKS_INITIATIVE_FORM.pdf
 OAKS_INITIATIVE_FORM-Example
*Response required

5.2.4 Living Wage Ordinance Certification*

CITY OF SANTA MONICA LIVING WAGE ORDINANCE
Certification for Providers of Services to the City of Santa Monica (Fiscal Year 22/23 – July 1, 2022 through June 30, 2023)

TO BE COMPLETED BY ALL CONTRACTORS PROVIDING SERVICES TO THE CITY OF SANTA MONICA IN EXCESS OF $54,200
The City of Santa Monica Municipal Code Chapter 4.65, Living Wage Ordinance (LWO), establishes a Minimum Wage of $18.17 per hour for certain employees of contractors providing services to the City where services exceed $54,200 or more and requires that contractors also provide the same health care and other benefits to employees’ same sex spouses and domestic partners as are provided to other employees’ spouses.

An employee covered by the LWO is any person who does not actually work as a manager, supervisor, or confidential employee, and who is not required to possess an occupational license.

The Living Wage Ordinance applies the services sought pursuant to this bid and bidders are required to prepare and return the Living Wage Certification Form. If the bidder is selected, the bidder must maintain payroll records that include, at minimum, the full name of each employee providing services under the contract, job classification and Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Please prepare the following certification if you are a contractor engaging in a contract for services with the City of Santa Monica in excess of $54,200.

Your signature on this certification grants the City permission to review any and all payroll books and records and any company documents pertaining to the benefits offered to employees to assure your compliance with the LWO during the term of the contract.

Please direct any questions to:

City of Santa Monica Finance Department
Attention: Living Wage Compliance Section
1685 Main Street, Mail Stop 09
Santa Monica, CA 90401
You can also contact staff regarding living wage ordinance questions by e-mail at [email protected] or by phone 310-458-8281.
 FY22-23_Living_Wage_Certificate...
*Response required

5.2.5 Certificate of Compliance*
Please upload your completed Certificate of Compliance document here.  Certification_of_Compliance...
*Response required

5.2.6 Non-Discrimination Policy, Debarment Certification & Non- Collusion Declaration*
Please download the below documents, complete, and upload.  Proposal_Forms_(10).pdf
*Response required
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Packet Pg. 191 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 6 EVALUATION CRITERIA
No. Evaluation Criteria Scoring Method Weight (Points)

1. References
Points may be awarded for
references will be awarded
upon an evaluation of
proposer’s work for previous
clients receiving similar
products and services to those
proposed by the proposer for
this project. Evaluation will be
based on documented
experience on similar projects.

The consultant’s work shall be
such as to ensure that the
distinctive goals established
for each component are met.

Brief descriptions of previous
project experiences should be
used as examples of how
quality control was achieved
with former clients
Points Based 5
(5% of Total)

2. Cost
Points may be awarded for
the lowest price. The
consultant’s overall operation
should encourage cost
effective work and services.

Cost control, performance
within budget allocations,
prudent accounting
practices, management and
clear communication with
City staff are essential to the
success of this project.

Points Based 15
(15% of Total)
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3. Experience
Points may be awarded based
on evaluation of the proposer’s
experience including all sub-
consultants. Evaluation will be
based on documented
experience on similar projects.

Assign points that may be
awarded for Record/Financial
Stability/Quality
Level of the firm’s previous
projects of comparable
complexity, scale and nature;
training and proven expertise
in the area of work required;
Efficiency and timeliness in
completion of projects.

Experience in projects
completed for public entities.

Review of sub- consultants.

Assign points that may be
awarded for relevant
experience of key personnel
based upon the resumes and
experience narratives
submitted. Assign points that
may be earned by any
proposer based upon
qualifications of the project
team, effective
communication and
understanding of the project
goals, experience with similar
projections, and the quality of
responses to questions
Points Based 10
(10% of Total)

4. Presentation/Demonstration
Points may be awarded
based upon qualifications of
the project team, effective
communication and
understanding of the project
goals, experience with similar
projections, and the quality of
responses to questions.

Points Based
5 (5% of Total)
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5. Work Plans/Timelines
Points may be awarded based
on the quality and
thoroughness of proposer’s
project work plan and
timelines. Assign points that
may be awarded for their
ability to meet project
timeliness: The capability to
perform the work within the
desired time frame. The ability
and past experience in
assembling a highly qualified
team of sub-consultants.

Points Based 10
(10% of Total)

6. Value Add/Breadth of Service
Points may be awarded based
on the consultant’s ability to
provide insight and
information, industry best
practices and the ability to
effectively communicate
information to management
and provide technical training
or resources.

Points Based5
(5% of Total)

7. Technology Alignment
Points may be awarded based
on the consultant’s answer to
the Architecture questionnaire
and VISA forms. Please provide
detailed answers and include
any architectural diagrams
and reference material as
needed to support the
consultant’s ability to provide a
sustainable solution.

Points Based 25
(25% of Total)

8. Functional Capabilities
Points may be awarded based
on the consultant’s ability to
ensure that the distinctive goals
established for each process
are met. Brief descriptions of
previous project experiences
should be used as examples of
how quality control was
achieved with former clients.

Points Based 25
(25% of Total)
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Packet Pg. 194 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 7 AWARD PROCESS

7.1 Selection
The City of Santa Monica, through either the City Council or the City Manager (or his designee) has the sole authority to select the consulting firm and reserves the right to reject any and all proposals. The City reserves the right to approve or reject all subconsultants and engineers proposed to be retained by the prime consultant. Upon signing of the agreement, no change in proposed personnel or sub-consultants can be made without the City’s review and written authorization.

By submitting a response to this RFP, prospective consultants waive the right to protest after award or seek any legal remedies whatsoever regarding any aspect of this RFP.

The City reserves the right to select any number of finalists. In addition, the City reserves the right to issue written notice to all prospective consultants of any changes in the RFP terms or proposal submission schedule, should the City determine in its sole and absolute discretion that such changes are necessary.

The City reserves the right to request additional information from any proposing consultant and to reject any and all proposals. All original work products, including computer files, shall remain the property of the City.

The City reserves the right to retain an expert to evaluate the proposing consultant’s work or qualifications at all stages in the selection process. Additionally, any contract entered into will be subject to termination at any stage if in the judgment of the City, such termination is in the best interest of the City. In the event such decision is made, appropriate written notice would be given before any termination and the consultant would be compensated on a pro-rata basis for work performed.

The responsible proposer whose proposal is the most advantageous to the City, taking to consideration all the evaluation factors will be recommended for the contract award. Notwithstanding the Evaluation Team’s selection, the City reserves the right to award this RFP and the resultant Contract in any manner it deems to be in the best interest of the City and make the selection based on its sole discretion. The City is the sole and exclusive judge of quality and compliance with proposal specifications in any of the matters pertaining to this RFP.

7.2 Contract Award and Execution
Selection of a proposer with whom the City enters into contract negotiations with, or a recommendation of an award by the Evaluation Committee or any other party, does not constitute an award of Contract. Once the City formally awards the contract, the successful consultant will be notified to enter into an agreement. If the selected consultant does not enter into the agreement, the City will begin negotiations with the second highest ranking proposing consultant.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Packet Pg. 195 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Please review all contract forms prior to submitting a proposal. The City of Santa Monica intends to use these forms as the baseline agreements with the successful consultant.

The City will not entertain proposals to make material changes to the contract form once the project has been awarded. If you wish to request changes to the contracting forms, you must do so during the proposal process. In addition, the City requires compliance with several other policies and ordinances, proposing consultants will need to complete these Exhibits and submit with their Proposal.

The RFP document and the successful proposal response, as amended by agreement between the City of Santa Monica and the successful consultant, will become part of the contract documents. Additionally, the City of Santa Monica may verify the successful consultant’s representations that appear in the proposal. Failure of the successful consultant to perform as represented may result in elimination of the successful consultant from further negotiation or in contract cancellation or termination.

No oral explanation or instruction of any kind or nature whatsoever given before the award of a contract to a consultant shall be binding. The City of Santa Monica shall not be bound, or in any way obligated, until the City has awarded the contract and all documents have been executed. The proposing consultant may not incur any chargeable costs prior to final contract execution.
8 TERMS & CONDITIONS

8.1 Best Qualified Person Or Firm
The award, if any, will be made to the best qualified person or firm(s). In evaluating whether a proposer(s) is (are) the best qualified person or firm(s) pursuant to the Santa Monica Municipal Code, City staff may utilize some or all of the following criteria:

A. The training, credentials and experience of the person or firm; B. The demonstrated competence, ability, capacity and skill of the person or firm to perform the contract or provide the services; C. The capacity of the person or firm to perform the contract or provide the service promptly, within the time specified, and without delay; D. The sufficiency of the person’s or firm’s financial and other resources; E. The character, integrity, reputation and judgment of the person or firm; F. The ability of the person or firm to provide such future service as may be needed;
G. The price which the person or firm proposes to charge, including whether the price is fair, reasonable and competitive; and H. Any other factor which will further the intent set forth in Section 608 of the City Charter.

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Packet Pg. 196 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System I. The City shall have absolute discretion in determining the applicability and weight or relative weight of some or all of the criteria listed above and is not required to select the lowest monetary proposer.

8.2 Receiving Time / Late Proposals
It is the responsibility of proposer to see that their proposal is submitted with sufficient time to be received by the City prior to the proposal closing time. The receiving time in the City Office will be the governing time for acceptability of proposals.

Late proposals are not accepted.

8.3 Acceptance of Conditions Governing this RFP
Submission of a proposal constitutes acceptance of the Evaluation Factors contained in this RFP.

8.4 Incurring Cost
Any cost incurred by the proposer in preparation, transmittal, presentation of any proposal or material submitted in response to this RFP shall be borne solely by the proposer.

8.5 Prime Consultant Responsibility
Any agreement that may result from the RFP shall specify that the prime consultant is solely responsible for fulfillment of the agreement with the City. The City will make agreement payments only to the prime consultant.

8.6 Sub-consultants
Use of sub-consultants must be clearly explained in the proposal, and major subconsultants must be identified by name. Prime consultants shall be wholly responsible for the entire performance whether or not sub-consultants are used.

8.7 Amended Proposals
A proposer may submit an amended proposal before the deadline for receipt of proposals. Such amended proposals must be complete replacements for a previously submitted proposal and must be clearly identified as such in the transmittal letter. City personnel will not merge, collate, or assemble proposal materials.

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Packet Pg. 197 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System

8.8 Proposer’s Rights to Withdraw Proposal
Proposers will be allowed to withdraw their proposals at any time prior to the deadline for receipt of proposals. The proposer must submit a written withdrawal request signed by the proposer’s duly authorized representative addressed to the City Contact.

8.9 Proposal Offer Firm
Responses to this RFP, including proposal prices, will be considered firm for ninety (90) days after the due date for receipt of proposals or sixty (60) days after receipt of a best and final offer, if one is requested.

8.10 Best and Final Offer
The City reserves the right to request Best and Final Offers from any or all proposers. This will be the only opportunity to amend or modify proposals based on feedback from the City. Information from competing proposals will not be disclosed to other proposers prior to submission of a Best and Final Offer.

8.11 Living Wage Requirement
Any agreement issued as a result of this Request for Proposal may be subject to the City’s Living Wage Ordinance, Santa Monica Municipal Code Chapter 4.65 (LWO), and its implementing regulations.

8.12 Disclosure of Proposal Contents
All proposals are subject to the provisions of the California Public Records Act, California Government Code section 6250 et seq., and any information submitted with a response is a public record subject to disclosure, unless a specific exemption applies.

8.13 Notice Regarding Disclosure of Contents of Documents All responses to this Request for Proposal (RFP) accepted by the City of Santa Monica (City) shall become the exclusive property of the City. All proposals accepted by the City shall become a matter of public record and shall be regarded as public, with the exception of those elements of each proposal which are defined by the contractor as business or trade secrets and plainly marked as "Trade Secret", "Confidential" or "Proprietary". Each element of a proposal which a contractor desires not to be considered a public record must be clearly marked as set forth above, and any blanket statement (i.e. regarding entire pages, documents or other non-specific designations) shall not be sufficient and shall not bind the City in any way whatsoever. If disclosure is required or permitted under the California Public Records Act, or otherwise by law, the City shall not in any way be liable or responsible for the disclosure of any such records or part thereof.

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8.14 No Obligation
This RFP in no manner obligates the City to the eventual rental, lease, purchase, etc., of any goods or services offered until a valid written agreement is executed by the City and the selected proposer.

8.15 Termination
This RFP may be canceled at any time and any and all proposals may be rejected in whole or in part when the City determines such action to be in the best interest of the City of Santa Monica.

8.16 Sufficient Appropriation
Any agreement awarded for multiple years as a result of this RFP may be terminated if sufficient appropriations or authorizations do not exist. Such termination will be effected by sending written notice to the selected proposer. The City’s decision as to whether sufficient appropriations and authorizations are available will be accepted by the selected proposer as final.

8.17 Errors and Restrictive Specifications
If a proposer discovers any ambiguity, conflict, discrepancy, omission, or other error in the RFP, the proposer should immediately notify the City Contact designated in Section I, B. Without disclosing the source of the request, the City may issue a written addendum to clarify the ambiguity, or to correct the problem, omission, or other error.

If prior to the submission date, a proposer knows of or should have known of an error in the RFP but fails to notify the City Contact of the error, the proposer shall submit their proposal at his, her or its own risk, and, if awarded an agreement, shall not be entitled to additional compensation or time by reason of error or its later correction.

8.18 Legal Review
The City requires that all proposers agree to be bound by the General Requirements contained in this RFP.

8.19 Governing Law
This RFP, and any agreement entered into pursuant to this RFP, are governed by the laws of the State of California.

8.20 Oral Changes and Basis for Proposal
Proposers may not rely upon oral explanations. All changes and addenda will be issued in writing. Only information supplied by the City in writing through the City’s Contact, or in this RFP should be used as the basis for the preparation of proposals.

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8.21 Agreement Terms and Conditions
The agreement between the City and the selected proposer(s) will follow the format specified by the City and contain the terms and conditions set forth in Exhibit A, Professional Services Agreement. However, the City reserves the right to negotiate with a successful proposer the final provisions or provisions in addition to those contained in this RFP. The contents of this RFP, as revised and/or supplemented, and the successful proposal will be incorporated into and become part of the agreement.

Should a proposer object to any of the City’s terms and conditions, as contained in this Section or in Exhibit A, that proposer must propose specific alternative language in his, her, or its proposal. Proposer must provide a brief discussion of the purpose and impact, if any, of each proposed changed followed by the specific proposed alternate wording. The City may or may not accept the alternative language. General references to the proposer’s terms and conditions or attempts at complete substitutions are not acceptable to the City and may result in disqualification of the proposer.

8.22 Proposer’s Terms and Conditions
Proposers must submit with the proposal a complete set of any additional terms and conditions that they expect to have included in an agreement negotiated with the City.

8.23 Proposer Qualifications
The City may make such investigations as necessary to determine the ability of the proposer to adhere to the requirements specified within this RFP.

8.24 Right to Waive Minor Irregularities
The City reserves the right to waive minor irregularities and the right to waive mandatory requirements, provided that all of the otherwise responsive proposals fail to meet the same mandatory requirements and/or doing so does not otherwise materially affect the procurement. This right is at the sole discretion of the City.

8.25 Change in Agreement or Representatives
The City reserves the right to require a change in the selected proposer or representatives if the assigned representatives are not, in the opinion of the City, meeting its needs adequately.

8.26 City Rights
The City reserves the right to award the proposal to separate proposers on any of the services as set forth in the proposer’s proposal. It is further understood that if the proposer to whom any recommended award is made fails to enter into an agreement with the City, award may be made to the next best qualified person or firm, who shall be bound to perform as if she, he or it received the award in the first instance.

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8.27 Right to Publish
Throughout the duration of this procurement process and agreement term, potential proposers, and proposers, must secure from the City written approval prior to the release of any information that pertains to the potential work or activities covered by this procurement or the subsequent agreement. Failure to adhere to this requirement may result in disqualification of the proposer or termination of the agreement.

8.28 Ownership of Proposals
All documents submitted in response to the RFP shall be become the property of the City of Santa Monica and are subject to the provisions of the California Public Records Act, as described in Section II. A. 11. herein.

8.29 Agreement Award
Proposal will be evaluated by a committee comprised of City staff and may include outside consultants (the “Evaluation Committee”). The Evaluation Committee will make an award recommendation to City staff. City Council may give approval of the agreement and/or direct staff to negotiate the final terms and execute the agreement.

This agreement shall be awarded to the proposer or proposers whose proposal is best qualified, taking into consideration the evaluation factors set forth in the RFP. The most qualified proposal may or may not have received the most points or be the lowest cost proposal. Proposers will be notified when the award is being made or an award recommendation goes to the City Council for approval.

8.30 Protest Deadline
All parties wishing to file a protest shall comply with the procedures set forth in Santa Monica Municipal Code section 2.24.260 found here. Proposer may file a written protest with the Director of Finance no more than seven calendar days following the posting of award recommendation on the City’s online vendor portal website.

Protests received after the deadline will not be accepted.

8.31 Records and Audits
The Consultant shall maintain such detailed records as may be necessary to demonstrate its performance of the duties required by this Agreement, including the date, time and nature of services rendered. These records shall be maintained for a period of three years from the date of the final payment under this Agreement and shall be subject to inspection by City. The City shall have the right to audit any billings or examine any records maintained pursuant to this Agreement both before and after payment. Payment under this Agreement shall not foreclose the right of City to recover excessive and/or illegal payments.

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8.32 Enforcement of Agreement/Waiver
A party's failure to require strict performance of any provision of this Agreement shall not waive or diminish that party's right thereafter to demand strict compliance with that or any other provision. No waiver by a party of any of its rights under this Agreement shall be effective unless expressed in writing and signed by the party alleged to have granted the waiver. A waiver by a party of any of its rights shall not be effective to waive any other rights.

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Packet Pg. 202 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Exhibit B
Speridian’s Proposal
Speridian Technologies, LLC Response
Pricing unsealed at Jul 27, 2023 5:00 PM

CONTACT INFORMATION
Company
Speridian Technologies, LLC
Email
[email protected]
m
Contact
Scott
Weiler
Address
2400 Louisiana Blvd NE
Building 3
Albuquerque, NM 87110
Phone
N/A
Website
http://www.speridian.com
Submission Date
Jul 27, 2023 12:43 PM

ADDENDA CONFIRMATION
Addendum #1
Confirmed Jun 29, 2023 1:54 PM by Scott Weiler
Addendum #2
Confirmed Jul 14, 2023 12:54 PM by Scott Weiler
No Reviews
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Packet Pg. 203 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Addendum #3
Confirmed Jul 24, 2023 6:58 AM by Scott Weiler

QUESTIONNAIRE

1. Proposal

1.1. Letter of Transmittal*
Pass Fail
Please upload your letter of Transmittal as a PDF here. Make sure to include the following items.

1. Identify the submitting organization;

2. Identify the name, title, telephone and fax numbers, and e-mail address of the person authorized by the organization to contractually obligate the organization;

3. Identify the name, title, telephone and fax numbers, and e-mail address of the person authorized to negotiate the contract on behalf of the organization;

4. Identify the names, titles, telephone and fax numbers, and e-mail addresses of persons to be contacted for clarification;

5. Be signed by the person authorized to contractually obligate the organization;

6. Acknowledge receipt of any and all amendments to this RFP.

Speridian_Technologies_-_Permitting_System_RFP_for_CIty_of_Santa_Monica_(ID_364)_- _Letter_of_Transmittal.pdf
Speridian_Technologies_-_Permitting_System_RFP_for_CIty_of_Santa_Monica_(ID_364)_- _Proposed_Personnel.pdf
Speridian_Technologies_-_Permitting_System_RFP_for_CIty_of_Santa_Monica_(ID_364)_- _Qualification.pdf
Speridian_Technologies_-_Permitting_System_RFP_for_CIty_of_Santa_Monica_(ID_364)_- _References.pdf
Speridian_Technologies_-_Permitting_System_RFP_for_CIty_of_Santa_Monica_(ID_364)_- _Work_Plan.pdf
Speridian_Technologies_-_Permitting_System_RFP_for_CIty_of_Santa_Monica_(ID_364)_-_Pricing.pdf

1.2. Qualifications* Pass Fail
Provide a brief summary of your company’s history, its capabilities, and its recent relevant experience (last five years). Also, describe your demonstrated experience with similar projects and qualification including professional licenses and certifications.

Executive Summary
Speridian Technologies is excited to have the opportunity to submit this proposal and Statement of Work (SOW) covering the implementation of Clariti’s Land Management solution for the City of Santa Monica.

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Packet Pg. 204 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Together with our strategic partner, Clariti, we are proposing a proven comprehensive cloudbased, game- changing solution that will enable efficiencies, enhance the City’s citizen experience, and provide a “one- stop-shop” for Land Management, along with the corresponding planning, licensing, permitting and enforcement functions for the City.

As we have seen with other Cities and Municipalities, our vision is to digitally transform and your existing policies and procedures with best-in-class process automation, quality- based data management and conversion, proven system integration with proven industry-leading Commercial-Off-The-Shelf (COTS) software.

Our proposed solution is designed to be intuitive and friendly in terms of experience and operations.

It will be implemented with an intent of increasing the citizen interactions and transactions in line with the City’s mission & vision.

As a global provider of high-quality and cost-effective consulting services focused on clients in the public sector, bring depth and experience in modernizing mission critical systems for public sector organizations across the globe.

Our track record of successfully executing projects for Local and State government agencies throughout North America over the last five plus years is a testament to the many areas where we have added value.

Our people and services have enabled these agencies to successfully modernize their case and community management systems. Below is a representation list of our public sector clientele.

Speridian – Company Overview
Speridian, founded in 2003, is a US-based Systems Integrator with clients in the public and private sectors. We offer high-caliber, reasonably priced technology services globally. We are a CMMI Level 5, ISO 9001:2008, and ISO/IEC 27001:2005 certified company with more than 3500 employees worldwide having a wide range of technical and business expertise. Speridian has been the systems integrator/consulting firm implementing the Clariti solution for many years. The Speridian and Clariti partnership started back when Clariti was known as BasicGov.

We have served more than 450 Public Sector, Healthcare, Banking and Finance, Retail and Ecommerce, Manufacturing, and Insurance clients globally.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 205 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Company
Name
Speridian Technologies
Limited Liability
Company
Employee
Count
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 206 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Over the last decade, it expanded technology capabilities to include Systems Integration, Business Intelligence, Mobility and Application Support and Maintenance. Speridian clients include health care services providers and insurance carriers, financial services firms, government, commercial and non-profit organizations. The majority of Speridian Technologies’ engagements are large-scale ones, where Speridian provides Planning, Technology Architecture, Software Development, Systems Integration, Program Management, Project Management, Process Management, Data Management, Implementation, Testing and Quality Assurance as well as Applications Support and Maintenance for a variety of clients in many industries.

Our substantial experiences in highly regulated environments helps us understand the domain of the business we are looking to serve better and bring our expertise to assist our clients in all possible ways by employing our consultative approach. Our clear vision enables us to examine mutually agreed upon objectives frequently, to assess each project and any changes that need to be made to further the success of our engagements.

Speridian is a premier implementation partner for large scale System Integrators such as Oracle, KPMG, eFCMS, CGI and Maximus. Our success in delivering over 300+ successful full-lifecycle implementations and several technology innovation undertakings, and our ability to deliver cost- effectively on aggressive timelines is a key differentiator.

Speridian In California
With offices in Irvine and Sacramento, Speridian has been serving citizens, agencies, and commercial businesses in the State of California for over a decade. Here are some of the entities with whom we have done or are doing business within California:

Contract: 100+
Rockville, MD
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 207 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Speridian Capabilities and Experience
Speridian Technologies has 3500 employees globally with diverse technology and industry experience. We have served clients from Public Sector, Healthcare, Banking and Finance, Retail and E-commerce, Manufacturing, and Insurance. This depth and breadth of experience enables us to bring a wealth of best practices and lessons learned to our clients in both the government and private sectors.

The majority of Speridian Technologies’ engagements are large-scale ones, where Speridian provides Planning, Technology Architecture, Software Development, Systems Integration, Program Management, Project Management, Process Management, Data Management, Implementation, Testing and Quality Assurance as well as Applications Support and Maintenance for a variety of clients in many industries.

A core principle of Speridian has always been a willingness to go the distance, to exceed technologybased expectations by focusing on business solutions. We pride ourselves on our ability to generate tangible value and sustainable results for our clients.

Speridian - Clariti Partnership
Speridian is partnering with Clariti Cloud Inc. (“Clariti”) and will be responsible for implementing its Licensing, Permitting and Inspection solution for the City.

Clariti Cloud Inc. (“Clariti”) has been trusted by public sector agencies since its start in 1985 when it was part of Municipal Software, a technology company founded by former government employees who were frustrated with their permitting and licensing systems. This company grew to support over 300 customers.

Clariti’s government software helps North America’s largest and fastest growing communities deliver exceptional community development, permitting, and licensing experiences online.

Our platform is built as an alternative to code-heavy, non-configurable systems that create technology barriers for governments to meet their community’s evolving needs.

Founded in 1985, our Software-as-a-service (SaaS) product was released in 2008. Our focus on the regulatory space, with a deep understanding of our customers' need for more flexible, transparent, and user- friendly solutions, will give you a Permitting System that improves application time and exceeds the expectations of your staff and community.

By 2006, the company knew the future lay in cloud technology and were early adopters of the Salesforce cloud platform becoming one of its first Tenant Partners for public sector. Emerging as a separate entity, Clariti (then known as BasicGov) began offering Software-as-a-Service (SaaS) modules for permitting, licensing, inspections, planning, code enforcement, fund accounting, and payment/billing management.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 208 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Bringing over 35 years of government experience with a solid corporate history, Clariti’s leadingedge applications help government empower their citizens and businesses through modern selfservice community portals that achieve performance and efficiency goals.

Clariti has approximately 50 employees across North America, with centers in Vancouver, Toronto, Denver and Portland.

Speridian firmly believes that Clariti is the best solution for the City because it is the most comprehensive packaged application designed specifically for supporting the Land Management & Permitting business of for State & Local governments. Clariti as a solution brings complex Land Management functionality to life with its fully configurable capabilities that – post implementation - City’s staff can update with clicks, not code.

Together, we believe that organizations should be able to dictate how their software works. To us, that means providing our customers with a system that’s maintained with clicks, not code, to relieve pressure on technical resources and better support citizens and staff.

Commitment to Customers
As part of Team Speridian, we view Clariti not as a software provider, but as a software partner.

Together we collaborate with our clients to make sure we fully understand your needs and implement a scalable solution that can easily evolve long-term. Purchasing new software is a challenging investment for your community – so we invest in deep relationships with our integration partners to provide you with the most efficient implementation possible.

Our goal is to be your most trusted software and solution partner – and we earn that by providing the most intuitive, powerful, and low-maintenance solution on the market. Our system is easy to configure and interfaces with your existing and future systems to increase efficiency.

With Team Speridian, you can simplify the staff and constituent experience, and your team can finally focus on what’s essential: leading continued community development.

Team Speridian provides customers with privacy and high levels of performance, reliability, and security without sacrificing our focus on best-in-class community development software. Our platform enables a customer-centric experience with:

A single view of the user for cross-functional insight and reporting Dashboards that visually showcase data in action Customer-centric
automation Proactive
service
Optimized processes
Simplified collaboration
We genuinely believe Clariti is the only solution your team will ever have to purchase thanks to its ability to adapt and grow. Even if things change today, next year, or ten years from now, we will be there to grow with you.

Clariti Company History
1985 Our former parent company, Municipal Solutions Group, was formed by a team of entrepreneurial government employees who wanted to create software to make permitting and licensing processes more efficient 2006 Following years of success and hundreds of happy customers, Municipal Solutions Group saw the value of cloud computing and decided to split the company in two. This was the start of BasicGov, a stand-alone multi-tenant cloud solution for permitting and licensing built on the Salesforce platform.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 209 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 2008 -
2016
BasicGov Launched in 2008 as the first public sector AppExchange partner on the Salesforce platform. Over this period, BasicGov built a customer base across North America of forward-looking City Managers and state CIOs who saw the benefit of the cloud.
2015 -
2019
BasicGov’s reputation for providing world-class product solutions grew, and the company built deep partnerships with industry-leading system integrators, including Deloitte and Accenture. Some of North America’s largest cities and states, from Phoenix to New York and Washington to Massachusetts, selected BasicGov as their permitting and licensing solution 2020 2020 marked the beginning of BasicGov’s most exciting chapter yet. After a significant investment from Explora Partners to fuel further innovation in their product, BasicGov announced their rebrand to Clariti – the only true cloudbased permitting and licensing solution for state and local government 2022 2022 continued Clariti’s record of excellence, with recognition on the GovTech Top 100 2022 and 2023, The Globe and Mail’s list of Canada’s Top Growing Companies 2022, and Certification as a Great Place to Work Canada employer.
2023 Clariti acquired Camino in an industry-changing move to offer the best permitting and licensing solutions for governments of all sizes.

Clariti's Experience in Local Government
Specializing exclusively in the public sector and partnering with Salesforce we deliver comprehensive solutions that combine robust functionality, flexible technology, and a low cost of ownership. Our mandate is to empower governments to deliver exceptional citizen experiences through modern, scalable technology. Clariti understands the trends in community development to optimize your technology to meet our customers' needs.

Clariti has provided comprehensive project oversight, professional and development services, and ongoing support to over sixty local and state jurisdictions within North America. Below is a list of Clariti’s customers reaping the benefits of Clariti’s Community Development solutions.

Arizona, State of Aspen, City of Athens-Clarke County
Beaver Falls, City of Boardman, City of Champaign, City of Colorado, State of Delaware, State of East Bay Regional Park Fairfax, Town of Georgia, State of District
Hampton, City of Hawaii, State of Grandview, City of
Irvine, City of Manitoba, Province of Iowa, State of
Medina, County of Michigan, State of Massachusetts,
Mono, County of Nevada, State of Commonwealth of
Norfolk, City of Normandy Park, City of Minnesota, State of Okanagan-Similkameen, Ontario Ministry of Forests New York City Regional District of Phoenix, City of Ohio, State of
Peel, Regional Municipality Santa Ana, City of Orange County San Francisco, City of Vancouver Fraser Port San Diego Bay, Harbour of Toronto, City of Authority Sterling, City of
Winter Park, Municipality of Wisconsin, State of Washington, State of Yolo County
Our Solution in California:

There are a number of Cities, Municipalities and Counties in the State of California using or committed Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 210 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System to using our proposed Clariti-based solution for Land Management and Community Development, including
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 211 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Solution Overview
Speridian proposes implementing the Clariti Land Management Solution - a highly configurable, easily maintainable system that will be designed and configured exclusively for City of Santa Monica.

The cloud-based Software-as-a-Service (SaaS) solution has been proven for similar Cities and Municipalities across North America with best-in-class security, performance, and flexibility built on the worlds most trusted and innovative platforms.

Our proposed solution provides consistent ground-breaking innovation for Public Sector agencies. The solution utilizes native Salesforce to augment the business functionality necessary to deliver a comprehensive Licensing, Permitting, Inspection and Enforcement for Land Management.

Since Clariti solution is pre-built to specifically address the business needs and services of permitting, inspection, and enforcement management, we are able to greatly enhance the functionality the City of Santa Monica receives while reducing the time and risk to implement.

The following fundamental differentiators make Speridian the clear choice to partner with City of Santa Monica in this implementation:

We are a company focused on Systems Integration, Case Management, Permitting, Licensing and Inspection Management and CRM solutions.

We are a Salesforce and Clariti Partner specializing in implementing Salesforce within the Public Sector and Commercial Clients with extensive experience serving the State of California.

We are experienced working with
public sector clients and familiar with ITIL, COBIT, and GO I&IT Standards for privacy, security and AODA standards for accessibility and
leading technologies integrating and operationalizing document management, IVR/Telephony, and legacy back-office integration.

We use industry best-practices and mature processes in our Service Delivery, and are an ISO, PMBOK and CMMI-5 Certified company.

For this engagement, we have selected a senior team of Salesforce/Clariti professionals. Our team are members of our Salesforce Center of Excellence for Public Sector with experience working with various local and state agencies.

We leverage the best aspects of Agile-based disciplines across our projects and look for opportunities to help our clients take advantage of enhanced Application Lifecycle Management and Continuous Integration and Continuous Delivery capabilities and benefits.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 212 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System

1.3. Key Personnel* Pass Fail
Describe the project team composition and include resumes of key personnel. Proposed members should be available for ninety (90) days from the proposal due date. The City must be promptly notified of any changes in key personnel prior to award.

Proposed Personnel
Speridian will assign resources from our Licensing & Permitting Innovation Center, based out of our regional headquarters in Toronto, to support an implementation of the Land Management and Permitting System for the City. Our staff members have decades of experience in the licensing and permitting and public sector case management space and have deep operational experience implementing enterprise applications for regional, provincial and federal governments across North America.

A proposed implementation team structure and bios for our key personnel follow:

Project Team
Name Role Responsibilities
Carl Elliot Head of Delivery Carl has more than 23 years of extensive IT experience and is highly proficient in
grasping and translating business needs to
technology
solutions. He …
Show all

1.4. References* Pass Fail
List a minimum of three (3) references for whom comparable services were provided to in the last five (5) years. Include the name of the firm, name of the contact, telephone number of the contact, email address of contact (if available), brief description of the services provided and your firm’s role, and the start and completion date.

References
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 213 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System reference 1:

Name of
Agency
Client
City of Aspen
Agency
Type
City
Contact Details
Reference
Name and
title:

AnnMarie Prince and Senior Systems Consultant
Reference
Address
130 S. Galena St, Aspen, CO, 81611
Reference
Phone:
(970) 920-5041
Reference
Email
Address:
[email protected]
Project Detail
Brief
description
of the
project
including
the software
version,
modules
and
interfaces
implemente
d.

The City of Aspen, Colorado, procured Clariti Cloud Inc in 2016, replacing their Eden Financial Management solution (Tyler Technologies). They sought a truly web-based solution that replaced their paper-based workflows and enabled workflow automation.

An online portal that offered their constituents a modern connection was crucial to foster greater transparency with their residents. The City …
Show all
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 214 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System

1.5. Project Work Plan*
Pass Fail
Describe your understanding of the project and approach. Include deliverables, milestones, assumptions, and identify potential risks that could delay the project. List any resources you expect the City to provide.

Overview of Clariti Solution
Clariti is a robust and dynamic Permit System solution that can flex to meet both industry standards and your unique needs. Our software accelerates your Community Development work across four key domains:

Permitting
Planning
Code Enforcement
Licensing
Your team understands the work you need to do to manage the land in your community effectively.

We built our platform with all the tools you need to digitize and streamline your Permit System. Our modern Portal, integrated land management tools like GIS and plan review, a powerful mobile application, and easy-to-use tools for reporting and workflow puts everything you need in one system.

Simplified Work
Working in Clariti is easy and intuitive. The application process is guided, and the system … Show all

1.6. Cost Proposal* Pass Fail
Provide a proposed total fee outlining the proposal and identify the hourly fee schedule for all personnel to be involved in the project. The hourly rates should include fringe benefits, indirect costs and profit. The Consultant should also indicate what percentage of the scope of work is expected to be completed by each individual or pay classification included in fee proposal. Additionally, if applicable, a schedule of reimbursable expenses should be included.

Project Team Level of Effort (LOE)
Role Name Hours %
PM REBECCA TUCKER 1,455 6%
BA MALATHI DHANDAPANI 1,700 8%
Clariti Technical
Architect/SME
JAMES WIKKERINK 300 1%
Salesforce/ Clariti
Application Architect
GAURAV KUMAR 2,680 12%
Salesforce/ Clariti
Platform Lead /Dev
ABDUL BASIT AZIZ 2,355 10%
Salesforce/ Clariti
Platform Dev
SANDHYA BAJAJ 2,355 10%
Salesforce/ Clariti
Platform Dev
KHYATI MEHTA 2,080 9%
Data Migration SME NAVEEN VUJJINI 2,355 10%
Integration SME LAKSHMI SWAMINATHAN 2,080 9%
QA/Testing Lead MUHAMMAD ALI SHOIB 2,715 12%
QA Analyst AREEJ 2,495 11%
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 215 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System TOTAL HOURS 22,570 100%
TOTAL SERVICES $1,495,000
Speridian Rate Sheet
Speridian Rate Sheet for Salesforce.com Resources
Role For USA/CAN Client Certification
Onshore Offshore
Rate Rate
Senior IT Project Manager / Scrum Master $ 130.00 PMI, CSM, SF/Vlocity Enterprise Architect $ 225.00 SF/Vlocity
Solution Architect* $ 200.00 $ 75.00 SF/Vlocity
Technical Architect* $ 175.00 $ 65.00 SF/Vlocity
Application Architect* $ 155.00 $ 55.00 SF/Vlocity
Salesforce Sr Developer / Lead* $ 135.00 $ 50.00 SF/Vlocity Salesforce Application Developer* $ 125.00 $ 45.00 SF/Vlocity Salesforce Sr Administrator $ 120.00 $ 40.00 SF/Vlocity Salesforce Administrator $ 110.00 $ 35.00 SF/Vlocity
Senior Business Analyst $ 130.00 $ 47.50 SF/Vlocity
Business Analyst $ 115.00 $ 37.50 SF/Vlocity
Testing / QA Lead $ 130.00 $ 47.50 SF/Vlocity/Eggplant
Testing / QAAnalyst $ 115.00 $ 37.50 SF/Vlocity/Eggplant *Note: applies to all technologies
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 216 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Estimated Role Effort Breakdown By Phase:

Role Disc
and
Design
Build
and
Testing
SIT UAT Deploy
and Golive
Warranty Total
PM 140 1120 80 60 20 35 1455
BA 280 1340 40 30 10 0 1700
Clariti Technical
Architect/SME
175 125 0 0 0 0 300
Salesforce/ Clariti Application
Architect
280 2240 80 60 20 0 2680
Salesforce/ Clariti Platform
Lead /Dev
0 2160 80 60 20 35 2355
Salesforce/ Clariti Platform
Dev
0 2160 80 60 20 35 2355
Salesforce/ Clariti Platform
Dev
0 1920 80 60 20 0 2080
Data Migration SME 0 2160 80 60 20 35 2355
Integration SME 0 1920 80 60 20 0 2080
QA/Testing Lead 280 2240 80 60 20 35 2715
QA Analyst 0 2160 160 120 20 35 2495
Pricing Fee Breakdown:

Clariti Community Development Implementation
Services (Speridian) # Hours Cost (USD)
Project Management 2,934 $ 194,350
Requirements & Design (Architect Solution) 1,354 $ 89,700 Development (Build, Configure, Integrate, Test) 10,044 $ 665,275 Integration 2,708 $ 179,400
Data Conversion 2,031 $ 134,550
SIT, UAT. Regression Testing, Training & Deployment 2,144 $ 142,025 Post Go-live Support 1,354 $ 89,700
TOTAL SERVICES 22,570 $ 1,495,000
Licensing (Clariti) # Units Cost (USD)
Clariti Community Development Solution (includes) $ 339,600 Platform User License - Standard 196
Admin User License - Standard 4
Clariti Admin User License - Standard ⁷ 1
Clariti Salesforce Shield 1
Clariti Sandbox, Full 1
Clariti Annual Support 1
Clariti Community Portal $ 48,000
Customer Community Logins (2,000/Month Bundle) 2
Clariti Add-Ons $ 10,000
Clariti ESRI ArcGIS Integration 1
Clariti Bluebeam Integration 1
TOTAL ANNUAL LICENSING $ 397,600
Payment Schedule:

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 217 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Payment Milestones Amount Projected
Dates*
% $ (USD)
Initiation: Signed SOW 10% $
149,500
2-Oct-2023
Discovery: Completion of Discovery (BRD, FDD, ICD) 10% $ 149,500
20-Nov-2023
Build: Solution Checkpoint 1 (Demo) Signoff 10% $
149,500
5-Feb-2024
Build: Solution Checkpoint 2 (Demo) Signoff 10% $
149,500
8-Apr-2024
Build: Solution Checkpoint 3 (Demo) Signoff 10% $
149,500
10-Jun-2024
Build: Solution Checkpoint 4 (Demo) Signoff 10% $
149,500
12-Aug-2024
Build: Solution Checkpoint 5 (Demo) Signoff 10% $
149,500
14-Oct-2024
Build: Solution Dev Complete 10% $
149,500
16-Dec-2024
Validate: Completion of SIT 10% $
149,500
13-Jan-2025
Roll-Out: Go-Live 10% $
149,500
3-Feb-2025
TOTAL 100% $ 1,495,000
Optional Managed Services On-going Application Support
Description Annual
Cost
Base Support
Break/Fix Support $50,000
20 hours Admin / Configuration Support
Additional/Enhancement Support
T&M @ $120/hour over and above the 20 Base hours/month As required Total $50,000

2. Other Required Responses
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 218 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System

2.1. Business License Requirements WHO NEEDS A BUSINESS LICENSE?

2. Does this vendor physically come into the City of Santa Monica to conduct business and/or make deliveries? Pass Fail
Yes(Vendor must have a City of Santa Monica Out-of-City Business License. contact the Business License unit for the appropriate forms. Continue to
“ADDITIONAL REQUIREMENTS” section below)
No(STOP, no license needed)
ADDITIONAL REQUIREMENTS:

The business license documentation is only required from the successful Proposer. Not applicable as were are located in Irvine, CA

2.2. Notice Regarding Disclosure of Contents of Documents* Pass Fail All responses to this Request for Proposal (RFP) accepted by the City of Santa Monica (City) shall become the exclusive property of the City. All proposals accepted by the City shall become a matter of public record and shall be regarded as public, with the exception of those elements of each proposal which are defined by the contractor as business or trade secrets and plainly marked as "Trade Secret", "Confidential" or "Proprietary". Each element of a proposal which a contractor desires not to be considered a public record must be clearly marked as set forth above, and any blanket statement (i.e. regarding entire pages, documents or other non-specific designations) shall not be sufficient and shall not bind the City in any way whatsoever. If disclosure is required or permitted under the California Public Records Act, or otherwise by law, the City shall not in any way be liable or responsible for the disclosure of any such records or part thereof.

Confirmed

2.3. Oaks Initiative*

CITY OF SANTA MONICA OAKS INITIATIVE
NOTICE
Pass Fail
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 219 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System

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.

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.

OAKS_INITIATIVE_FORM.pdf
OAKS_INITIATIVE_FORM-Example.pdf
OAKS_INITIATIVE_FORM_-_Speridian_Technologies.pdf

2.4. Living Wage Ordinance Certification*

CITY OF SANTA MONICA LIVING WAGE ORDINANCE
Certification for Providers of Services to the City of
Santa Monica (Fiscal Year 22/23 – July 1, 2022 through
June 30, 2023)
Pass Fail
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 220 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System

An employee covered by the LWO is any person who does not actually work as a manager, supervisor, or confidential employee, and who is not required to possess an occupational license.

The Living Wage Ordinance applies the services sought pursuant to this bid and bidders are required to prepare and return the Living Wage Certification Form. If the bidder is selected, the bidder must maintain payroll records that include, at minimum, the full name of each employee providing services under the contract, job classification and rate of pay. Bids that fail to include Certification Forms may be considered non-responsive and excluded from further consideration.

Please prepare the following certification if you are a contractor engaging in a contract for services with the City of Santa Monica in excess of $54,200.

Please direct any questions to:

City of Santa Monica Finance
Department Attention: Living Wage
Compliance Section 1685 Main Street,
Mail Stop 09
Santa Monica, CA 90401
You can also contact staff regarding living wage ordinance questions by e-mail at [email protected] or by phone 310-458-8281.

FY22-23_Living_Wage_Certification.pdf
FY22-23_Living_Wage_Certification_-_Speridian_Technologies.pdf

2.5. Certificate of Compliance*
Please upload your completed Certificate of Compliance document here.

Certification_of_Compliance_Form.pdf
Certification_of_Compliance_Form_-_Speridian_Technologies.pdf Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 221 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System

2.6. Non-Discrimination Policy, Debarment Certification & Non-Collusion Declaration* Please download the below documents, complete, and upload.

Proposal_Forms_(10).pdf
Proposal_Forms_(10)_-_Speridian_Technologies.pdf
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 222 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Exhibit
C
Scope of Work
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 223 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System t
Statement of Work (SOW) for Professional
Services to Implement Clariti Community
Development (CD) Software
June 13, 2024
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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TABLE OF CONTENTS
SECTION 1: Statement of Work (SOW)..................................................................................... 2

1.1. Agreement............................................................................................................................................................ 2

1.2. Term ....................................................................................................................................................................... 2

1.3. Primary Points of Contact ................................................................................................................................ 2 SECTION 2: OVERVIEW................................................................................................................. 3

2.1. Background........................................................................................................................................................... 3

2.2. High-Level Objectives ........................................................................................................................................ 3 SECTION 3: PROJECT SCOPE..................................................................................................... 4

3.1. Clariti Configuration and Setup........................................................................................................................ 4

3.2. Citizen Portal........................................................................................................................................................8

3.3. Integration ..........................................................................................................................................................8

3.4. Data Conversion................................................................................................................................................... 9

3.5. Workflow .............................................................................................................................................................. 10 SECTION 4: IMPLEMENTATION STRATEGY ............................................................................ 11

4.1. Proposed Methodology ................................................................................................................................... 11

4.2. Implementation Plan........................................................................................................................................ 16

4.3. Implementation Timeline................................................................................................................................. 17

4.4. Roles and Responsibilities.................................................................................................................................. 18

4.5. Assumptions.......................................................................................................................................................27

4.6. Training................................................................................................................................................................29

4.7. Deliverables......................................................................................................................................................... 31

4.8. Acceptance Criteria........................................................................................................................................... 31

4.9. Support................................................................................................................................................................. 31

4.10. Risks......................................................................................................................................................................32 SECTION 5: PRICING & PAYMENT SCHEDULE........................................................................ 33

5.1. Pricing..................................................................................................................................................................33

5.2. Payment............................................................................................................................................................... 33

5.3. Billing.................................................................................................................................................................. 34

5.4. Travel ...................................................................................................................................................................34 SECTION 6: MISCELLANEOUS .................................................................................................... 35 SECTION 7: SIGNATURE .............................................................................................................. 36 Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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SECTION 1: Statement of Work (SOW)

1.1. Agreement
RFP TITLE: Community Development Software (CD) And Implementation Services RFP SOW-AGREEMENT #: TBD
SOW TITLE: Statement of Work (SOW) for Professional Services for Implementation of Clariti Community Development (CD) Software
This is a Statement of Work Agreement (“SOW Agreement”) between The City of Santa Monica, conducting business at 1685 Main Street Santa Monica, California, 90401 (hereinafter "City") and Speridian Technologies LLC, which has a place of business at 2400 Louisiana Blvd, Building 3 Albuquerque, NM 87110 (hereinafter "Consultant"). This SOW Agreement is entered into in accordance with the Professional Services Agreement (PSA) dated Month DD, YYYY This SOW Agreement shall supplement the PSA and the parties acknowledge and agree that all of the terms and conditions of the PSA are hereby incorporated by reference into this SOW Agreement.

1.2. Term
The term of this SOW Agreement shall begin on Month DD, YYYY and end on Month DD, YYYY (the “Initial Term”). The Initial Term may be extended as the parties may agree. The City may terminate this SOW for convenience upon thirty days prior written notice to the Consultant. If the Master Agreement should expire or otherwise terminate prior to the end of the term of this SOW Agreement, this SOW Agreement shall continue to the end of its existing term, unless or until terminated in accordance with the terms of this SOW Agreement, and the Parties acknowledge and agree that the terms of the Master Agreement shall survive and apply to this SOW Agreement.

1.3. Primary Points of Contact
Speridian Technologies The City of Santa Monica
Name Scott Weiler Name Alice Pang
Email [email protected] Email [email protected] Phone (585) 370-8459 Phone (310) 905-1630
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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SECTION 2: OVERVIEW

2.1. Background
The City has embarked on a transformational journey to modernize and fundamentally change how it conducts business, both internally in and amongst City employees and externally with the citizens of Santa Monica, particularly as it relates to Community Development and Land Management, including, but not limited to, processes related to permitting, licensing, and inspection.

2.2. High-Level Objectives
 Position the City to meet its current and future strategic objectives.  Make information easily and broadly available to internal and external consumers of data.
 Streamline the application and permit approval processes and eliminate bottlenecks.
 Minimize manual processes, reduce paper, and increase usage of automation wherever possible.
 Automate manual tasks and improve permit efficiency. Minimize the use of shadow systems.
 Promote the adoption of best practices and the development of policies and procedures.
 Provide intuitive systems that are easy to navigate.
 Support query and reporting of data in the user’s desired format. Support or complement the desired technical architecture.
 Ensure integration with other systems.

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SECTION 3: PROJECT SCOPE
As part of this SOW, Speridian will configure and deploy Clariti to meet the requirements set forth by the City of Santa Monica.

3.1. Clariti Configuration and Setup
The Clariti system is a framework for processing permits, licenses, and inspections along with other areas of community planning and development.

Speridian will configure the system to meet the City’s needs based on this list of identified items which will be refined during the project’s discovery sessions.

Speridian will meet with the City’s subject matter experts from each department to review their current processes, evaluate their workflows, discuss where improvements and enhancements can be applied, and review best practices around the Clariti system.

The following departments will be part of the discovery sessions:

1. Community Development

2. Finance

3. Fire

4. Public Works

5. Transportation

6. Recreation and Arts

7. Rent Control

8. Information Services
Table 3.1.1 Permitting Scope is a list of the permits and record types which are defined as in scope for this project with the goal of replacing the existing system.

Along with the list of permits the system will be configured to handle:

1. Fee assessments and invoicing

2. Payment Processing & receipts

3. Inspections and inspection scheduling

4. Letters / Notifications / permit and certificate templates for publishing and printing (with Spanish language capability)

5. Dashboards and Reports

6. Mobile Application for field employees
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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3.1.1. Permitting Scope
Record Type Lead Dept Description
Address
Assignment
Community
Development
Intake, track, and assess fees for address change requests and assignment of new addresses for new development
After Hours
Construction
Permit
Community
Development
Intake, track, and assess fees for permits to perform
construction outside authorized hours
Alternate Means
and Methods of
Construction
Community
Development
Intake, track, and assess fees for requests to deviate from Building Code requirements.

Architectural
Review Board
Community
Development
ARB applications
Building Permit Community
Development
Intake, track, and assess fees for plan review and overthe-counter building permits (Mech, Plumbing, Electrical, Combination Building Permits, EV, solar panels)
Business License
Application
Community
Development
Track review of business license/zoning clearance
applications
Citations Community
Development
Track and monitor administrative citations issued.

Complaints Community
Development
Track Code Enforcement cases
Construction
Management Plan
Department of
Transportation
Intake, track, and assess fees for construction
management plan for private development projects
Mobile Home
Permit
Community
Development
Intake, track, and assess fees for annual mobile home
permits.

Planning
Entitlement
(Development
Permit)
Community
Development
Intake, track, and assess fees for Conditional Use Permits, Development Review Permits, Variances, Alcohol
Exemptions, Administrative Approvals, Modifications,
Tentative Maps, Pre-submittals, MUPs, TUPs, Deed
Restrictions, Certificate of Appropriateness
Planning
Entitlement
(Landmark
Application)
Community
Development
Landmark, Landmark District, or Structure of Merit
designation
Potentially
Seismically
Vulnerable
Community
Development
Inventory of properties subject to Seismic Retrofit
Ordinance.

Residential Building
Report
Community
Development
Intake, track, and assess fees for issuance of Res. Building Reports required prior to residential property sale
Contractor Release
Process
Finance Contractor list intake, review, deficiency notification and the release/approval of the business license conditions related to combo building permits
BLD Plan Review Fire Intake, track, and assess fees for projects HAZ MAT Permits Fire Intake, track, and assess fees for installations Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Alarm Permit Fire Intake, track, and assess fees for installations Annual Permits Fire Intake, track, and assess fees for annual inspection required for certain use types
Extinguishing
System
Fire
Fire Safety Officer Fire Intake, track, and assess fees for requests for Fire Safety Officer assignments
Special Events Fire Intake, track, and assess fees for plan review - Different from the special events processed by CCS
Sprinkler Permit Fire Intake, track, and assess fees for fire sprinkler installations Construction &
Demolition Waste
Public Works Intake, track, collect fees for Construction & Demolition Waste recycling as part of building permit process
Film Permit Public Works Intake, track, and assess fees for film permits Newsrack Public Works Intake, track, and assess fees for newsracks Off-site
Improvement
Permit
Public Works Intake, track, plan review and assess fees for off-site improvements
Outdoor Dining Public Works Intake, track, plan review, and assess fees for plan check and PW inspection
Parklet Permit Public Works Intake, track, plan review, and assess fees for plan check and PW inspections
Public Works
Miscellaneous
Records
Public Works Intake, track, plan review and collect fees for miscellaneous activities. (Hydro flow test, subdivisions, tiebacks, vacations, easement and moratorium waivers)
Sewer Permit Public Works Intake, track, and assess fees for sewer permits Telecom
Construction
Permit
Public Works Intake, track and assess fees for telecom construction permits
Use of Public
Property Permit
Public Works Intake, track, and assess fees for request to encroach in right-of-way
Utility Permit
Excavation
Public Works Intake, track, plan review and assess fees for excavation in the public right of way
Water Meter Permit Public Works Intake, track, and assess fees for water permits Wireless Annual
Lease Payments
Public Works Annual lease payments (batch invoices for the lease fee) Wireless Small Cell
Facility Permit
Public Works Intake, track, plan review, and assess fees for wireless facilities in the right-of-way
Work Activity
Notice
Public Works Intake, track, review, assess WAN fees in the public right of way
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Trash Enclosure Public Works
Ellised Properties Rent Control Inventory of properties that are Ellis-ed Rent Controlled
Properties
Rent Control Inventory of rent controlled properties
Annual Valet
Parking Permit
Transportation Intake, track, and assess fees for annual valet parking permits
Auto Test Drive
Route
Transportation Intake, track, and assess fees for permit to test drive vehicles (for auto dealers)
Block Party Permit Transportation Intake, track, and assess fees for permit to close a street for a block party
Driveway Parking
Permit
Transportation Intake, track, and assess fees for permit to block commercial driveway
Haul Routes Transportation Intake and track haul routes for construction vehicles License
agreements and
deed restrictions
Transportation Track and assess fees for various items such as space efficient parking, off-site bike parking, TDM plan elements Oversize Load
Permit
Transportation Intake, track, and assess fees for Oversize Load Permits.

Parking and
Loading Operations
Plan
Transportation Intake and track parking and loading operations plans for private development
Pedicab Permit Transportation Intake, track, and assess fees for permit to operate a pedicab
Roadway Closure
Permit
Transportation Intake, track, and assess fees for permit to close a roadway
Shuttle Routes Transportation Intake and track shuttle routes for events Taxi Permit
(including operator
and vehicle
permits)
Transportation Intake, track, and assess fees for taxi permits Temporary No
Parking Signs
Transportation Intake, track, and assess fees for temporary no parking sign permits
Temporary Traffic
Control Plan
Transportation Intake, track, and assess fees for temporary traffic control plans
Temporary Valet
Parking Permit
Transportation Intake, track, and assess fees for one-day (temporary) valet parking permits.

Traffic Engineering
Requests
Transportation Intake, track, and potentially assess fees for some request types for items such as stop sign requests, red curb
requests, etc.

Transportation
Modifications
Transportation Intake, track, and assess fees (if applicable) for driveway reduction and HVO requests
Transportation
Point of Sale (Misc.)
Transportation To collect fees for miscellaneous activities Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Vehicle
Loading/Unloading
Plan
Transportation Intake, track, and assess fees for permit to unload vehicles in the public ROW (for auto dealers)
Emission Reduction
Plan (ERP)
Transportation Intake, track review workflow, survey employer’s employee population about their commute habits,
calculate survey results (which determine fees owed),
assess applicable fees per schedule, plan approval. Please note that presently we offer an online and paper-based
option for employers.

Community Events
Permits
Recreation and Arts Recreation, spectator sports, circuses, fairs, and carnivals Art Installation
Permits
Recreation and Arts Art installations on public property or approved Art of Recovery projects
Demonstration
Permit
Recreation and Arts Parades, demonstrations, fundraiser events or walks with the primary purpose being the expression of free speech Open Streets Recreation and Arts A temporary closure of a street to vehicles, allowing pedestrians and cyclists to enjoy the space for
recreational activities and community engagement

3.2. Citizen Portal
a. A citizen portal will be configured to allow for the different Intake forms, updates, payments, visibility of lifecycle data and review of existing applications and permits. Historical records will also be available through the portal.
b. The portal will allow for both English and Spanish. Speridian will configure the system to be able to handle multiple languages. The City is responsible for supplying the correct translations.

3.3. Integration
One of the key features of Clariti is the ability to integrate with various systems to receive and/or send data as required for defined processes. Some existing integrations exist but most require custom work to build the integration.

The City currently uses ServiceNow Integration Hub for the integrations involving ServiceNow (To and From). For all other integrations, the city uses AWS serverless technologies including AWS glue and Athena. The services will be used where appropriate.

These are the integrations that have been identified and are considered to be in scope:

1. GIS – ESRI ARC GIS 11.1 – Clariti has prebuilt functionality for GIS but it does require setup to connect the Cities GIS system to Clariti and to expose the various display layers.

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2. ProjectDox – Clariti has prebuilt integrations with ProjectDox, and Speridian has implemented or is in the process of implementing ProjectDox for a number of clients.

3. CSLB – Speridian has developed an integration with CSLB to validate vendors and pull in their information. This will be used for the integration.

4. Laserfiche - Speridian has a prebuild integration with Laserfiche to archive documents as defined within the requirements.

5. Payment Processor –Speridian has built several integrations with multiple payment processors and will use the payment processing framework needed for the City.

6. Azure AD – Azure AD can be used as a Single Sign On identity provider.

7. City’s Website – The Clariti portal will be designed to match and integrate with the City’s website. The City will be responsible forany updatesto the City’s website.

8. Tableau – Data can be exported into Tableau, but Clariti also has a robust set of reports within the system that can be configured to meet the City’s needs. It will be determined during the discovery and development if Tableau is needed.

9. Tyler ERP (Finance and HR) – Speridian will work with the City of Santa Monica to build a process to pull in General Ledger Account codes from Tyler Financials and then update the Fees Template table in Clariti so that the Fees Templates have the correct GL account associated with the fee. For this to be successful, a Tyler API has to be available to pull in the GL codes and there has to be a key identified to associate the GL Accounts to the correct fees templates.

10. CKAN (Open Data Platform (CKAN on AWS) – The open data platform (data.santamoncia.gov) is deployed on AWS using CKAN (Open Source Product). Any public transparency data need to be published to Open Data Portal. It will be determined what integration is needed during discovery.

11. HDL – Business licensing system

3.4. Data Conversion
The current and historical data in the Cities’ existing systems will be migrate to Clariti. The process to define and map the existing systems to Clariti begins during the discovery phase and continues throughout the project so that the data has been reviewed and the process to migrate the data can be run prior to go live to migrate all the data over to the Clariti production environment.

These are the system that will be evaluated:
 Accela (SQL Server backend database)
 Sensitive files currently on Accela
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 Permit files on Accela (to move to Laserfiche)

3.5. Workflow
As with the other requirements, workflows will be discussed and documented during Discovery Phase and documented in Business Requirements Document (BRD) and Functional Design Document (FDD) deliverables. In general, there are business workflows that define the process that a permit or license will go through from start to finish and there are workflows in the application which control the automation of the business workflow. Both will be defined in the Discovery Phase and Speridian will configure these workflows as part of our solution.

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SECTION 4: IMPLEMENTATION STRATEGY

4.1. Proposed Methodology
As a result of successfully implementing
and deploying over 100 enterprise
software implementations, Speridian has
created, and continually improves upon,
our proven Implementation
Methodology, and is derived from proven
techniques, “Best Practices,” and lessons
learned developed through years of
experience and industry standards put
forth by the Project Management
Institute® (PMI) that is used to achieve
timely implementations with minimum operational disruption.

Speridian’s role as a Systems Integrator will be to configure the Clariti solution to the specific requirements of the City around its licensing, inspection management, permitting and enforcement processes.

Speridian maintains an open-ended approach to its solution while using industry standard tools and methodologies to achieve best results.

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The methodology described below has been formulated keeping the Cloud based products in mind, where the implementation cycles are short and require a lot of agility while configuring/customizing the product.

Glossary of acronyms:
 SOW: Statement of Work
 BRD: Business Requirements Document
 FDD: Functional Design Document
 TDD: Technical Design Document
 DMD: Data Migration Document
 CRP: Conference Room Pilot
 POC: Proof of Concept
 SIT: Systems Integration Testing
 UAT: User Acceptance Testing
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Initiation
This is the initial phase of project management where the initial planning for the project starts. The initiation starts with a project Kick Off meeting between Speridian’s Sales & Delivery team and Customer’s stake holders. This sets the platform for initial introductions and detail planning of the next phases.

In Parallel the sales team hands-off the project to the delivery team which would closely interact with the customer and work on identifying the resources for the project team, outlining the project management structure and control processes. This phase is executed in parallel to the launch of the project.

Activity Deliverables Templates
 Scope Document
 Sales to Delivery Handoff
 Project Kick off Meeting
 Signed SOW  SOW
Discovery
During this phase Speridian’s BAs and Solution Architects will interact with Client’s SMEs to gather requirements and build the process flows. Presenting the Standard deck/demo which will cover the functionalities of the application is done in this phase.

Conducting Fit-Gap analysis to identify the gaps is one critical activity done during the Discovery phase. Business Requirements Document (BRD) is prepared based on the requirement gathering done in this phase and the sign-off is done.

Activity Deliverables Templates
 Discovery Workshop Deck
 On-site requirement
gathering
 Business process flows
 Fit gap analysis
 BRD/FDD preparation
 BRD/FDD review by customer
 Project Plan
 BRD
 FDD
 TDD
 DMD
 Testing Documents
 Training Materials
 BRD
 FDD
 TDD
 DMD
 Testing Documents
 Training Materials
Build
Build Phase will include the implementation of key features which are the building block of the entire functionality. Build phase is iterative, which has the following stages: Configure & Customize, Unit test, Demonstrate and Fill Gaps. ‘To-be’ process is designed as a part of the Configuration. This is the phase where the Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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System is configured based on the requirements. This phase would be multiple sprints depending on the scope and complexity. CRP sessions are conducted with customer after every sprint. Review of the code and Unit Testing are the other major activities that take place during the Build phase.

Activity Deliverables Templates
 Design “To-Be” process
(POC)
 System configuration
 Peer review of
development
By Sprint:
 Unit Testing
 Defect Report
 Test Execution
Report
 Test Cases
 Traceability Matrix
(linked to user
stores)
 FDD
 TDD
 Defect Template
 Defect Retest Template
 Test Execution Template
 Test Case Template
 Traceability Matrix Template
Validate
Testing is carried out by project team before the solution is delivered to the customer, to ensure that the solution meets the BRD requirements. The testing will be an end-to-end regression testing of all test cases corresponding to the BRD.

The BRD and Design documents are used to develop a Testing Plan. Test plan is prepared with the test design, test cases, and test data and with the test schedule.

System Integration Testing is done during this phase. Defect fixes for SIT and UAT defects are provided during the Validate phase.

Activity Deliverables Templates
 SIT and UAT test plan
 System/Integration testing
 Internal Defect fixing
 Defect fixes for SIT and UAT
 Admin/User manual
 End User Training
 Data Migration
 UAT Signoff
 Defect Report
 Defect Retest Report
 Test Execution Reports
 Test Cases (reviewed
by client)
 Traceability Matrix
 User Training Manual
 Admin Training
Manual
Roll-out
Roll-out is the phase when the goals of this project are accomplished, desired outcome is produced, and deliverables are accepted, so the project is ready for further realization and maintenance. It is an ending phase that embraces the timeframe between project completion and handover.

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Deployment is another name of the project go-live phase. Production Migration takes place in this phase. A Go-Live checklist is prepared to ensure that the Roll-out is happening right.

Activity Deliverables Templates
 Go Live checklist
 Deployment Document
 Production Migration
 Sanity Check
 Go Live  Deployment
Checklist
Closure
This is the final phase of the project management, which is comes after all the project deliverables have been accepted by the client and the project is ‘rolledout’. This phase ensures that all projects close out activities like summarizing the project details and metrics collected, documenting the accomplishments and lessons learnt, updating relevant organization databases, closing any open issues, etc. have been accomplished as per defined processes. A discussion with the customer on the next steps is one of the key activities of this phase and it lays down a platform for the future engagement and support.

Activity Deliverables Templates
 Project Road map and next steps  Post Go-live Warranty Support
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4.2. Implementation Plan
Note: dates are subject to City Council date and approval.

Task Name Duration Start Finish
City of Santa Monica 397 days Mon 8/26/24 Fri 2/27/26
Kick-off 1 day Mon 8/26/24 Mon 8/26/24
Discovery 36 days Mon 8/26/24 Mon 10/14/24
Project Management Plans 21 days Mon 8/26/24 Mon 9/23/24 Sprint 0 10 days Mon 10/14/24 Fri 10/25/24
Development Sprints 272 days Mon 10/28/24 Fri 11/7/25
Sprint 1 15 days Mon 10/28/24 Fri 11/15/24
Sprint 2 15 days Mon 11/18/24 Fri 12/6/24
Sprint 3 15 days Mon 12/9/24 Fri 12/27/24
Sprint 4 15 days Mon 12/30/24 Fri 1/17/25
Sprint 5 15 days Mon 1/20/25 Fri 2/7/25
Sprint 6 15 days Mon 2/10/25 Fri 2/28/25
Sprint 7 15 days Mon 3/3/25 Fri 3/21/25
Sprint 8 15 days Mon 3/24/25 Fri 4/11/25
Sprint 9 17 days Mon 4/14/25 Fri 5/2/25
Sprint 10 15 days Mon 5/5/25 Fri 5/23/25
Sprint 11 15 days Mon 5/26/25 Fri 6/13/25
Sprint 12 15 days Mon 6/16/25 Fri 7/4/25
Sprint 13 15 days Mon 7/7/25 Fri 7/25/25
Sprint 14 15 days Mon 7/28/25 Fri 8/15/25
Sprint 15 15 days Mon 8/18/25 Fri 9/5/25
Sprint 16 15 days Mon 9/8/25 Fri 9/26/25
Sprint 17 15 days Mon 9/29/25 Fri 10/17/25
Sprint 18 15 days Mon 10/20/25 Fri 11/7/25
Training 22 days Thu 10/16/25 Fri 11/14/25
System Integration Testing 20 days Mon 11/10/25 Fri 12/5/25 Deployment and Cutover Rehearsal 6 days Mon 12/8/25 Mon 12/15/25 User Acceptance Testing 16 days Mon 12/8/25 Mon 12/29/25 Revise Application Documentation 5 days Mon 12/15/25 Fri 12/19/25 Release to Production 6 days Mon 1/5/26 Mon 1/12/26
Post Go-Live Warranty Support 35 days Mon 1/12/26 Fri 2/27/26 Project Closure 4 days Tue 2/24/26 Fri 2/27/26
Turnover 13 days Tue 2/10/26 Thu 2/26/26
Close project 1 day Fri 2/27/26 Fri 2/27/26
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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4.3. Implementation Timeline
Note: again, dates are subject to City Council date and approval.

Start: 8/26/2024 Go Live: 1/12/2026 Closure: 2/27/2026

AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Packet Pg. 241 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System www.speridian.com 18 28-MAY-2024

4.4. Roles and Responsibilities

4.4.1. Speridian Responsibilities
Speridian is responsible for the following:
 Capturing the business and technical requirements.
 Facilitating and capturing the integration approach.
 Loading data extracts from City's existing systems into Clariti.  Guiding City in designing Clariti.
 Configuring Clariti to achieve City’s business objectives.  Providing the resources needed to contribute to, review, and sign-off the associated deliverables. This includes, analysts, architects, product configuration specialists, QA personnel, testers, content specialists, technical writers, trainers, and various advisors.
 Delivering viable program plans (see the section 4.7) that support City’s vision and objectives.
 Managing Speridian project resources.
 Maintaining clear, accurate, and timely communication with City including notification of any issues or roadblocks as soon as they are encountered.
 Supporting the collection and evaluation of key performance indicators.  Partnering with City to achieve the business objectives and performance measures defined for this effort.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Packet Pg. 242 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System www.speridian.com 19 28-MAY-2024
TBD
QA Testing Lead
TBD
Solution Architect
Srinivas Gudidevuni
Lead Developer
Ashok Chandra
Salesforce / Clariti BA

4.4.1.1. Project Team
Speridian will assign resources from our Licensing & Permitting Innovation Center to support the Clariti Community Development implementation for the City. Our staff members have experience in the licensing and permitting and public sector case management space and have deep operational experience implementing enterprise applications for local, municipal, state/provincial, and federal entities across North America.

A proposed implementation team structure is as follows:
. . . . . .

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 243 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System www.speridian.com 20 28-MAY-2024

4.4.1.2. Project Team Roles Defined
The key roles for this project are outlined below and will be assigned to Speridian personnel from our Licensing & Permitting Innovation Center of Excellence.

Role Tasks and Activities
Head of
Delivery
 Owns and delivers the operational budget for the vertical, including productivity, financial and resource planning, and operational goals
 Identify and deliver service improvement activity across the teams through employing process improvement
methodologies and the application of innovative thinking  Provides strategic level planning including resource planning, rate forecasting, and peak season planning
 Drives continuous improvement projects to optimize
operations and improve productivity to meet and exceed
business objectives; works on strategic projects that have total building and network-wide impact.
 Effectively leverages the operations managers to solicit ideas and understand problems and challenges
 Establishes objectives and metrics for quality, productivity, and customer experience
 Sets clear goals and expectations for client success managers.

Measures performance, provides feedback, and holds leaders accountable
Project
Manager
 Demonstrate a working knowledge of project management principles, or certified as a Project Management Professional (PMP) and / or Agile certified
 Partner with the City to drive and advance project progress  Perform stakeholder analysis
 Develop Project Plans
 Author Status reports
 Facilitate meetings, including providing an agenda, recording decisions, action items, and distributing meeting minutes  Managing user-centric design and solution teams configuring Salesforce Create, facilitate input to annual legislative reports Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Packet Pg. 244 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System www.speridian.com 21 28-MAY-2024
Business
Analyst
 Identify business and technical needs
 Deliver value-based solutions and recommendations
 Adaptive to different approaches and processes
 Ensure compliance with the City’s requirements regarding business analysis
 Collecting user-centric requirements, processes, and key artefacts using an Agile delivery model
Solution
Architect
 Architect Clariti cloud-based COTS Software as a Service(“SaaS”)  Responsible for the creation, maintenance and management of cloud architecture and lower-level components. Interpret, use and apply information contained within cloud architecture to inform a range of business improvement activities, particularly those involved in the design, development, enhancement
and maintenance of cloud support systems.
 Architecting and development of scalable, secure and
integrated solution on the Salesforce platform Monitor and ensure architectural quality attributes for performance, scalability and sustainability.

Lead
Developer
 Lead and contribute to designing, developing / configuring, and implementing Clariti workflows and solutioning
 Build out Salesforce community-based portals for the Clariti COTS solution.
 Configure and extend the standard User interface in Salesforce communities
 Interface orchestration-based integration development and designing
QA Lead
 Review and working knowledge of (functional and nonfunctional) requirements  Review and understand the impact of user stories
 Review quality specifications and technical design documents to provide timely and meaningful feedback
 Draft and create positive / negative test cases
 Coordinate testing phases and work levels collaboratively with test manager to estimate and prioritize testing activities  Practice continuous improvement via retrospectives
 Able to work horizontally and vertically across the department with stakeholder, functions, culture
 and geographically located externally

4.4.2. City Responsibilities
City will be responsible for the following:

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 245 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System www.speridian.com 22 28-MAY-2024
 Guiding the charter and vision for the initiative.
 Guiding the program strategy, success factors, and key performance indicators.
 Providing the resources, SMEs, and information that Speridian needs to complete its work.
 Providing access to City systems and data to support work schedules.  Providing data extracts from City's existing systems and verification of data mapping and formats.
 Providing support for integration analysis and design efforts involving City's existing systems.
 Providing the guidance, processes, and templates to enable Speridian to achieve compliance with City's internal processes and standards.  Validating and approving deliverables in a timely manner.  Working to resolve any resource conflicts including personnel and assets to help maintain work schedules.
 Managing City project resources.
 Guiding, participating, and sharing responsibility in defining program plans (see the section 4.7).
 Maintaining clear, accurate, and timely communication with Speridian including notification of any issues or roadblocks as soon as they are encountered.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 246 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System www.speridian.com 23 28-MAY-2024

4.4.2.1. Rough Estimates of City Staffing Levels
Months 1-6
Phase Resource Type Resource
Month
1 2 3 4 5 6
Discovery & Design Project Manager Project Manager 80
Discovery & Design Other SME 1 - Representing a group of departments 80 Discovery & Design Other SME 2 - Representing a group of departments 80 Discovery & Design Technical Middleware/Integration SME 40 Discovery & Design Technical Data SME 40
Discovery & Design Other Department SME 1 (UAT) 80
Discovery & Design Other Department SME 2 (UAT) 80
Build & Testing Project Manager Project Manager 40 40 40 40 40 Build & Testing Other SME 1 - Representing a group of departments 40 40 40 40 40 Build & Testing Other SME 2 - Representing a group of departments 40 40 40 40 40 Build & Testing Technical Middleware/Integration SME 40 40 40 40 40 Build & Testing Technical Data SME 40 40
SIT Project Manager Project Manager
SIT Technical Middleware/Integration SME
SIT Technical Data SME
SIT Other Department SME 1 (UAT)
SIT Other Department SME 2 (UAT)
UAT Project Manager Project Manager
UAT Other SME 1 - Representing a group of departments
UAT Technical Middleware/Integration SME
UAT Technical Data SME
UAT Other Department SME 1 (UAT)
UAT Other Department SME 2 (UAT)
Go Live Project Manager Project Manager
Go Live Other SME 1 - Representing a group of departments Go Live Other SME 2 - Representing a group of departments Go Live Technical Middleware/Integration SME
Go Live Technical Data SME
Go Live Other Department SME 1 (UAT)
Go Live Other Department SME 2 (UAT)
Warranty Support Project Manager Project Manager
Warranty Support Other SME 1 - Representing a group of departments Warranty Support Other SME 2 - Representing a group of departments Warranty Support Technical Middleware/Integration SME
Total 480 200 200 160 160 160
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Packet Pg. 247 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Months 7-12
www.speridian.com 24 28-MAY-2024
Phase Resource Type Resource
Month
7 8 9 10 11 12
Discovery & Design Project Manager Project Manager
Discovery & Design Other SME 1 - Representing a group of departments Discovery & Design Other SME 2 - Representing a group of departments Discovery & Design Technical Middleware/Integration SME Discovery & Design Technical Data SME
Discovery & Design Other Department SME 1 (UAT)
Discovery & Design Other Department SME 2 (UAT)
Build & Testing Project Manager Project Manager 40 40 40 40 40 40 Build & Testing Other SME 1 - Representing a group of departments 40 40 40 40 40 40 Build & Testing Other SME 2 - Representing a group of departments 40 40 40 40 40 40 Build & Testing Technical Middleware/Integration SME 40 40 40 40 40 40 Build & Testing Technical Data SME
SIT Project Manager Project Manager
SIT Technical Middleware/Integration SME
SIT Technical Data SME
SIT Other Department SME 1 (UAT)
SIT Other Department SME 2 (UAT)
UAT Project Manager Project Manager
UAT Other SME 1 - Representing a group of departments
UAT Technical Middleware/Integration SME
UAT Technical Data SME
UAT Other Department SME 1 (UAT)
UAT Other Department SME 2 (UAT)
Go Live Project Manager Project Manager
Go Live Other SME 1 - Representing a group of departments Go Live Other SME 2 - Representing a group of departments Go Live Technical Middleware/Integration SME
Go Live Technical Data SME
Go Live Other Department SME 1 (UAT)
Go Live Other Department SME 2 (UAT)
Warranty Support Project Manager Project Manager
Warranty Support Other SME 1 - Representing a group of departments Warranty Support Other SME 2 - Representing a group of departments Warranty Support Technical Middleware/Integration SME
Total 160 160 160 160 160 160
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 248 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Months 13-17
www.speridian.com 25 28-MAY-2024
Phase Resource Type Resource
Month
13 14 15 16 17
Discovery & Design Project Manager Project Manager
Discovery & Design Other SME 1 - Representing a group of departments Discovery & Design Other SME 2 - Representing a group of departments Discovery & Design Technical Middleware/Integration SME Discovery & Design Technical Data SME
Discovery & Design Other Department SME 1 (UAT)
Discovery & Design Other Department SME 2 (UAT)
Build & Testing Project Manager Project Manager 40 40 40 Build & Testing Other SME 1 - Representing a group of departments 40 40 40 Build & Testing Other SME 2 - Representing a group of departments 40 40 40 Build & Testing Technical Middleware/Integration SME 40 40 40 Build & Testing Technical Data SME
SIT Project Manager Project Manager 40
SIT Technical Middleware/Integration SME 80
SIT Technical Data SME 40
SIT Other Department SME 1 (UAT) 40
SIT Other Department SME 2 (UAT) 40
UAT Project Manager Project Manager . 40
UAT Other SME 1 - Representing a group of departments 40 UAT Technical Middleware/Integration SME 40
UAT Technical Data SME 40
UAT Other Department SME 1 (UAT) 80
UAT Other Department SME 2 (UAT) 80
Go Live Project Manager Project Manager 20
Go Live Other SME 1 - Representing a group of departments 40 Go Live Other SME 2 - Representing a group of departments 40 Go Live Technical Middleware/Integration SME 40
Go Live Technical Data SME 40
Go Live Other Department SME 1 (UAT) 40
Go Live Other Department SME 2 (UAT) 40
Warranty Support Project Manager Project Manager
Warranty Support Other SME 1 - Representing a group of departments Warranty Support Other SME 2 - Representing a group of departments Warranty Support Technical Middleware/Integration SME
Total 160 160 160 240 580
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 249 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Months 18-19
www.speridian.com 26 28-MAY-2024
Phase Resource Type Resource
Month
TOTAL
18 19
Discovery & Design Project Manager Project Manager 80
Discovery & Design Other SME 1 - Representing a group of departments 80 Discovery & Design Other SME 2 - Representing a group of departments 80 Discovery & Design Technical Middleware/Integration SME 40 Discovery & Design Technical Data SME 40
Discovery & Design Other Department SME 1 (UAT) 80
Discovery & Design Other Department SME 2 (UAT) 80
Build & Testing Project Manager Project Manager 560
Build & Testing Other SME 1 - Representing a group of departments 560 Build & Testing Other SME 2 - Representing a group of departments 560 Build & Testing Technical Middleware/Integration SME 560 Build & Testing Technical Data SME 80
SIT Project Manager Project Manager 40
SIT Technical Middleware/Integration SME 80
SIT Technical Data SME 40
SIT Other Department SME 1 (UAT) 40
SIT Other Department SME 2 (UAT) 40
UAT Project Manager Project Manager 40
UAT Other SME 1 - Representing a group of departments 40 UAT Technical Middleware/Integration SME 40
UAT Technical Data SME 40
UAT Other Department SME 1 (UAT) 80
UAT Other Department SME 2 (UAT) 80
Go Live Project Manager Project Manager 20
Go Live Other SME 1 - Representing a group of departments 40 Go Live Other SME 2 - Representing a group of departments 40 Go Live Technical Middleware/Integration SME 40
Go Live Technical Data SME 40
Go Live Other Department SME 1 (UAT) 40
Go Live Other Department SME 2 (UAT) 40
Warranty Support Project Manager Project Manager 5 5 10 Warranty Support Other SME 1 - Representing a group of departments 5 5 10 Warranty Support Other SME 2 - Representing a group of departments 5 5 10 Warranty Support Technical Middleware/Integration SME 5 5 10 Total 20 20 3660
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 250 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System

4.5. Assumptions

4.5.1. General Assumptions
 Any feature which is not part of the proposed solutions’ current release shall be out of scope.
 Client will provide strong sponsorship from top management to enable Speridian and the assigned project team to effectively execute the projects, resolve any issues, and address any delays.
 Client will ensure that all stake holders are aware of project timelines and get their support and availability for discussions reviews and signoff within the time required. Any delays in this would have an impact to the schedule and deliverables.
 Client will appoint a dedicated program manager and process group leads who will act as coordinators for their related departments where required.  Client will assign appropriate resources to enable Speridian to complete the listed project tasks within the timeframe specified in the project plan.  Client will be responsible for providing all the required information about the Business, Application, Data and Technology components to ensure timely completion of the project tasks and deliverables.  Client will provide the required office facilities to enable Speridian resources to conduct their tasks effectively.
 The Client Support Team from the IT support organizations will be provided in a timely manner. Any reasonable requests for extended build and testing support will not be unreasonably denied or delayed.
 For UAT, members of the user team—especially the resources who participated in the various discovery sessions—will be made available for executing the user testing activities.
 All necessary hardware and associated environments will be available as needed in conjunction with the project plan.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 251 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System

4.5.2. Project Assumptions
 Speridian and the City will agree to a final project plan during Phase 0 after the discovery phase. The plan will include a target Go Live date. If the City needs to extend the project and adjust the Go Live date additional time added to the project may be subject to a change order.
 City of Santa Monica will provide timely review and feedback on all submitted work products and deliverables per the mutually agreed project schedule.
 Access to key City of Santa Monica staff when decision-making is required.  City of Santa Monica will facilitate any coordination and/or interdependencies with other system vendors, as necessary.  City of Santa Monica’s project team will make available documentation that is currently available for the existing system, updated data dictionary or ERDs, and target system interfaces documentation where applicable.  The proposed solution environments and sandboxes would need to have connectivity with the respective internal /External systems as necessary and provide interfaces for consumption.
 City of Santa Monica will help setup service accounts for external interfaces required for consumption.
 The Speridian team will require access to external system Sandbox environments and/or access to resources who can help test with the integrating systems.
 Speridian data conversion team will require access to actual production data extracts and documents during the conversion phase. The availability of extracts is critical to the success of the conversion phase.  Speridian will “Train the Trainer”. For in-person training where applicable, City of Santa Monica must provide classrooms and equipment for onsite training, if and as necessary.
 It is expected that City of Santa Monica will be providing overall IT System (network administration, system administration, database administration, etc.) support, e.g., System Administration support for necessary system and environment access, along with
 Project Management (PM) support.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 252 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System  Subject Matter Expertise (SME) support covering all relevant systems and applications.
 Access to current systems and applications, particularly current Salesforce Sandbox and developer environments and Azure DevOps environment as appropriate.
 Necessary access and reasonable work accommodations for project team members, including but not necessarily limited to required building access, office space, desk, collaboration space, access to conference rooms, and any reasonable office equipment required to complete this project.

4.6. Training
As part of this SOW, Speridian will provide “train-the-trainer” training for “Super Users,” which can be defined as Client’s stake holders who will own the application on day-today basis. The key responsibilities of a Super User include  Thoroughly understanding the application functionality.  Thoroughly understanding different user profiles and the access controls applicable to each of them.
 Training the end users on how to use the application based on their roles and responsibilities.
 Resolving end user basic queries.
 Understanding the administrative capabilities of the system.  Performing the day-today basic administration of the application The training will be divided into two parts: User and Admin:

1. User Training
 Process Walk Through: Speridian will walk the Super Users through the different functional processes built within the system. This will be done via a presentation.
 Supervisor Training: Here the Super Users will be trained on the tasks that a supervisor should perform within the system to efficiently run his team.  Management Training: The Super Users will be explained on how the management can use the system to track the overall progress of the department/Organization.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 253 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System  Dos & Don’ts: Super User will be briefed about the dos and don’ts for a Super User and other profiles created within the system. This will be with respect to the functional processes.

2. Admin Training
 Administrative Concepts: Speridian will explain the Super User the concepts of the application administration. This will help the Super User understand the extent to which they can administer and maintain the application without Speridian’s help.
 Profile Management: One of the key administrative tasks for the Super User would be to manage the profiles and access controls based on the profiles. Speridian will train the Super User on how to add & modify these profiles.
 User Management: The other key tasks is to add & remove users. If a new user is added, then associate the right profile with the user. Post admin training, the super user will be able to perform this task.  Application Administration: The other administrative tasks within the purview of Super User’s responsibility will be explained.  Dos & Don’ts: Super User will be briefed about the administrative dos and don’ts.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 254 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System

4.7. Deliverables
The following are the list of deliverables that will be included in this SOW.

Deliverable Description
Project Plan Document Describes the detailed work breakdown schedule for the implementation.

Project Status Reports
Describes the monthly status of the project with information regarding task completed during the past month and the tasks scheduled for the forthcoming month.

Business Requirements Document (BRD) A document describing expected business requirements.

Functional Design Document (FDD)
A document describing the detailed original product features and gaps identified to be implemented as output of the discovery phase.

Technical Design Document (TDD)
A document describing the detailed technical design and solution of the Clariti components with DPP systems needed for implementation
Data Migration Document (DMD)
A document describing the detailed data migration
design needed for implementation.

A document describing the detailed data migration
design needed for implementation.

Solution Testing Documents
Test Plan
Defect Report
Defect Retest Reports.

Test Execution Reports.

Test cases (Reviewed by the clients)
Traceability Matrix – To avoid missing any requirements - linked to user stories.

A document describing the approach, strategy, and test plan, defect reports, testing reports, test cases, Traceability matrix, etc. for all the requirements approved for this implementation.

Training Materials
Detailed documentation describing the steps to complete important business use cases that facilitates the training of users on the Clariti platform User Acceptance Completion
A point in time during the testing phase when all developed code is tested by Speridian and City IT representatives in the Test Environment.

Checkpoint Signoff Document
A designated set of checkpoints, i.e., points in time throughout the project when all functionality tested by DPP bus
Production Completion Checkpoint Signoff Document
A point in time during the Deployment phase where the developed code is moved into Production Environment.+A1:B12

4.8. Acceptance Criteria
The acceptance criteria will be determined jointly as part of the Discovery phase.

In general, acceptance will occur as each deliverable is completed, and sign-off will occur upon successful completion of the Deliverables listed in Section 4.7.

The City will notify Speridian in writing within ten (10) business days of the delivery of an individual Milestone/Deliverable performed under this Agreement if the Milestone/Deliverable performed is unacceptable. If the services are not accepted, the notice will specify, in reasonable detail, the reasons that the services/deliverable fail to meet City’s requirements. If Speridian receives no response from the City within ten (10) business days, then the Milestone/Deliverable will be deemed accepted.

4.9. Support
As part of this SOW, Speridian will provide post go-live warranty support. Upon completion of the project, Speridian will offer Managed Services Support that will be tailored to the expected maintenance & operations (M&O) support and enhancement services required by the City, which has been provided as a separate Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 255 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Managed Services SOW in conjunction with this Community Development Implementation SOW.

4.10. Risks
The most common among them are other sizable or competing (from a resource perspective) projects or initiatives that are in-flight at City during the projected timeline. In such a situation where, competing projects require the participation of many of the same resources required by the Speridian project team, implementation timelines may be impacted. If there is such contention for both technical and business resources, Speridian and City leadership will have to carefully allocate and coordinate key resources to ensure the success of both efforts.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 256 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System SECTION 5: PRICING & PAYMENT SCHEDULE

5.1. Pricing
Clariti Community Development Implementation
Services (Speridian) # Hours Cost (USD)
Project Management 1,082 $ 71,827
Requirements & Design (Architect Solution) 1,372 $ 91,048 Development (Build, Configure, Integrate, Test) 11,082 $ 735,467 Integration 1,443 $ 95,769
Data Conversion 1,844 $ 122,409
SIT, UAT. Regression Testing, Training & Deployment 1,545 $ 102,514 Post Go-live Support 391 $ 25,966
TOTAL SERVICES 18,760 $ 1,245,000

5.2. Payment
Payment Milestones Amount Projected
% $ (USD) Dates*
Initiation: Signed SOW 6.25% $ 77,813 12-Aug-2024
Discovery: Kickoff 6.25% $ 77,813 26-Aug-2024
Discovery: Completion of Project Plan 6.25% $ 77,813 16-Sep-2024 Discovery: Completion of Discovery (BRD, FDD, ICD) 6.25% $ 77,813 14-Oct-2024 Build: Solution Checkpoint 1 (Demo) Signoff 6.25% $ 77,813 9-Dec-2024 Build: Solution Checkpoint 2 (Demo) Signoff 6.25% $ 77,813 20-Jan-2025 Build: Solution Checkpoint 3 (Demo) Signoff 6.25% $ 77,813 3-Mar-2025 Build: Solution Checkpoint 4 (Demo) Signoff 6.25% $ 77,813 14-Apr-2025 Build: Solution Checkpoint 5 (Demo) Signoff 6.25% $ 77,813 26-May-2025 Build: Solution Checkpoint 6 (Demo) Signoff 6.25% $ 77,813 7-Jul-2025 Build: Solution Checkpoint 7 (Demo) Signoff 6.25% $ 77,813 18-Aug-2025 Build: Solution Checkpoint 8 (Demo) Signoff 6.25% $ 77,813 29-Sep-2025 Build: Solution Dev Complete 6.25% $ 77,813 10-Nov-2025 Validate: Completion of SIT 6.25% $ 77,813 8-Dec-2025
Validate: Completion of UAT 6.25% $ 77,813 5-Jan-2026
Roll-Out: Go-Live 6.25% $ 77,813 12-Jan-2026
TOTAL 100% $ 1,245,000
*Note: These dates are estimations and corresponding schedule will be adjusted accordingly to actual start date and agreed upon project plan.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 257 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System

5.3. Billing
All Invoices will be submitted upon completion of the payment milestones listed above. The City will pay the billed amount due Speridian within thirty (30) days from the date of the invoice.

5.4. Travel
It is expected that the work outlined in this SOW will be completed remotely and not require any onsite travel. Any such mutually agreed travel cost is not included in this SOW.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 258 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System SECTION 6: MISCELLANEOUS
The City and Speridian agree to cooperate in good faith to achieve completion of this SOW in a timely and professional manner. The City understands and agrees that Speridian's provision of the services may depend on completion of certain City tasks or adherence to City schedules within the City's control; consequently, the schedule for completion of the consulting services or any portion thereof may require adjustments or changes in the event such the City’s tasks or schedules change or are modified or are not completed as anticipated. Speridian shall bear no liability or otherwise be responsible for delays in the provision of consulting services or any portion thereof occasioned by the City’s failure timely to complete a City task or adhere to a City schedule.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 259 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 1 SECTION 7: SIGNATURE
Any material change to the scope of work in this SOW will be documented with a change order. Any changes to the aforementioned fees will be negotiated at the time of the change request.

IN WITNESS WHEREOF, the parties hereto have caused this Statement of Work to be signed by their duly authorized representatives.

SPERIDIAN TECHNOLOGIES, LLC The City OF SANTA MONICA
By: ___________________________________
(Authorizing Signature)
By: ___________________________________
(Authorizing Signature)
Name: ___________________________________ Name: ___________________________________ Title: ___________________________________ Title: ___________________________________ Date: ___________________________________ Date: ___________________________________ Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 260 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 2 Statement of Work - Managed
Support Services
City of Santa Monica
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 261 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 3 Table of Contents
Statement of Work - Managed Support Services 2
Introduction 4
Overview ................................................................................................................................................................................................ 4 Parties Involved..................................................................................................................................................................................... 4 Scope of Work5
Scope 5
Deliverables ........................................................................................................................................................................................... 5 Out of Scope ......................................................................................................................................................................................... 6 Support7
Hours of Operation............................................................................................................................................................................... 7 Engagement Approach...................................................................................................................................................................... 7 Support Model....................................................................................................................................................................................... 7 Service Level Objectives ..................................................................................................................................................................... 7 Additional Enhancements .................................................................................................................................................................. 8 Assumptions & Responsibilities 9
Assumptions........................................................................................................................................................................................... 9 Responsibilities....................................................................................................................................................................................... 9 Review Meetings................................................................................................................................................................................. 10 Security and Privacy Guidelines....................................................................................................................................................... 10 Pricing, Payment, and Invoicing Terms 11
Term of SOW 11
Term 11
Agreement Change .......................................................................................................................................................................... 11 Agreement Extension......................................................................................................................................................................... 11 Ramp-up/Ramp-down Lead Time................................................................................................................................................... 11 Early Termination................................................................................................................................................................................. 11 Consent ................................................................................................................................................................................................ 11 Execution.............................................................................................................................................................................................. 12 Definitions 13
Appendix 14
Exhibit A 14
Exhibit B 16
Exhibit C 18
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 262 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 4 Introduction
Overview
This Statement of Work (“SOW”), dated April 8th 2024, by and between City of Santa Monica, (“City”), with its principal place of business at 1685 Main St, Santa Monica, CA 90401 and Speridian Technologies, LLC, (“Speridian”), with its principal place of business at 2401 Louisiana Blvd NE, Bldg 3, Albuquerque, NM 87110, is issued pursuant to the City Technology Solutions Subcontractor Agreement, dated as Month DD, YYYY ("Agreement"), by and between City and Speridian and is subject to all of the terms and conditions of that Agreement unless otherwise specifically stated in this Statement of Work to the contrary. All capitalized terms in this SOW shall have the same meaning as set forth in the Agreement, unless otherwise defined herein.

City needs to expand their technology team to support their growth objectives. Speridian will provide the necessary team and delivery capabilities at Onshore (US) and Offshore (India/Pakistan) for application development and application support services. This SOW is for Application Support Services and will provide the services listed in this contract.

Parties Involved
The contract between Speridian and Consumes Community Services District in an agreement between the following parties. The information and participants listed below are defined as the stakeholders responsible for upholding the terms of this agreement.

Client – City of Santa Monica
Client Name City of Santa Monica
Client Sponsor Accounts Payable
Contact Contact
Address Address
Phone Phone
Email Email
Project Name: Consumnes Community Services District Managed Services Provider - Speridian
Provider Name Speridian Technologies, LLC
Account Manager Project Sponsor
Contact Contact Rajiv Mahajan
Address Address 2355 Main Street, Suite 240
Irvine, CA 92614
Phone Phone (913) 638-0505
Email Email [email protected]
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 263 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 5 Scope of Work
The objective of the Managed Support Services outlined in this agreement is to provide City with Essential Support Services for their Clariti Community Development Software that is built on the Salesforce Platform that is currently deployed. Support Services includes Operational and Applicational Support.

Scope
The scope of this SoW is to provide operational and application support in the following areas.

Support Area Speridian Support Tasks
Business Support Break/Fix Management
 Attending to production (break/fix) tickets raised by the City within the Speridian Service Desk system, with defined SLOs, including root cause analysis and issue resolution.
 Aiding users with resolving daily inquiries, troubleshooting issues, and addressing concerns related to application usage.

Application Support User Administration
 Managing user accounts, permissions, roles, profiles.  Enabling/Disabling security settings to ensure appropriate access controls and data security within the application environment.

Operational Support Client Install Documentation
 Speridian will create functional, technical, configuration change and deployment documents for updates made by Speridian as required for a task and as requested by the Client’s Project Manager.

Essential Development Configuration Changes & Enhancements  Up to 60 hours of Permit configuration enhancements per year Configuration Changes & Enhancements Include:
 Implementation of minor configuration changes
 Field and record type updates
 Page layout updates
 Letter template updates
 Notification Updates
 Updates to existing flows
The scope and pricing may be subject to change based upon empirical information gathered during the post go-live hypercare period, and that any such change would be mutually agreed upon by Speridian and the City of Santa Monica.

Deliverables
Within a period of 30 days from the start of the engagement, Speridian and City will work together and finalize on the list of weekly deliverables and templates for Application Support Services.

Speridian will provide the following minimum weekly deliverables:
 Weekly Status Reports of activities performed.
 Root Cause Analysis (RCA) of issues raises.
 Support Ticket Analysis.
 Data required for City compliance dashboard.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 264 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 6 Additionally, Speridian and City will work together and finalize on the following:

Ticket Severity and Priority classifications
Service Level Objectives
Escalation Procedure
Out of Scope
The scope of this SoW is to provide operational and application support but does not include the following:
 Custom Application Development
 Implementation of New Salesforce Modules
 Performance Tuning
 Business Process Reengineering
 Data Cleansing and/or Enrichment
 Data Science Analysis
 Predictive Insights Development
 Third-Party System Maintenance
 Integration Development
 Custom Data Science App Integration
 Hardware Infrastructure Management
 Travel Expenses
Additional details regarding the items not included in this scope can be found in Exhibit A of the Appendix.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 265 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 7 Support
Hours of Operation
Speridian will provide standard support during the following working days and hours:
 Monday through Friday 8:00 AM – 5:00pm PST.

Engagement Approach
Speridian will use the following engagement model to support the City for the term of this agreement.

Support Model
Speridian will use the following support model to provide the City with the available skills and knowledge to provide the most comprehensive support.

The support flow and additional definitions regarding the levels of support be found in Exhibit B of the Appendix.

Service Level Objectives
Service Level Objectives (SLOs) represent our commitment to delivering high-quality services that meet the needs and expectations of our clients.

By establishing clear and measurable objectives, we aim to ensure transparency, accountability, and continuous improvement in our service delivery processes. Our adherence to these SLOs serves as a cornerstone in maintaining a productive and mutually beneficial partnership with our clients.

Speridian will baseline the ticket volumes and key metrics like response time and resolution time mapped to the severity and priority levels within the first 90 days. An example of such SLO’s and Priorities can be found in Exhibit Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 266 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 8 C
Additional Enhancements
Any enhancements are those not included in the 60 hours of Permit configuration as stated in the Scope of Work section outlined in this agreement.

The City subject matters experts will work directly with the Speridian Service Delivery Manager to define and document the requirements for any new features. Approval and acceptance of the estimates will be required from the City project coordinator before any work is performed.

It will be the responsibility of the Service Delivery Lead to work with Speridian Development team to determine the effort and schedule along with securing City approval before the start of development.

Support Type Support Level Hourly Rate Discounted Hourly Rate Standard Support All Tiers $165 $120
Off-Hours Support All Tiers $200 $150
Enhancement work estimated and completed during the term of this agreement will be billed based on Time and Materials (T&M) at a monthly interval. Payment for services rendered shall be due within 30 days from the date of receipt of the invoice. The Client agrees to remit payment promptly to ensure timely completion of services and maintain a harmonious business relationship.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 267 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 9 Assumptions & Responsibilities
Assumptions
Speridian will provide Standard Support during hours of business operation: Monday through Friday, 8 a.m. EST to 9 p.m. EST.

The support in this engagement will be delivered by Speridian using a blended onshore/offshore delivery model.

This Applicational Support and Operational Support will follow a shared resource model. Resource assignment will be made at Speridian’s discretion.

Speridian’s ticketing system will be used to manage work requests under this engagement.

Speridian and the City will organize and conduct work planning meetings to outline the required Operational and Application Support needed for the month.

If required, the City may purchase additional hours in a given month. The City will provide reasonable notice to Speridian if there is a request for additional hours in a month. Speridian will make every effort to fulfill the City’s request in a timely manner. Requests for more than forty (40) hours per month may not be fulfilled without prior notice.

Speridian will provide regular status reports which will include a summary of progress made towards Operational or Application Support requests and budget consumption.

Any services that require access to Salesforce and/or Clariti hosting environments, servers and folder access to which Speridian doesn’t have access, and product related issues which require support from either the Salesforce or Clariti Product Development team, are NOT covered under this agreement.

Any travel related costs would be handled on a case-by-case basis and would be billed to the City as actuals for the duration of the required support.

Responsibilities
Speridian
Speridian will provide training on accessing and submitting tickets through Speridian’s Managed Support Services ticketing platform.

Speridian will provide support for addressing defects, bugs, technical issues, features, upgrades, or enhancements at the request/direction of City.

Speridian will provide detailed solutions to be reviewed by City for review and approval prior to doing any configuration or development.

Speridian will perform primary functional testing and unit testing, and as such will work closely with City’s QA team supporting all aspects of testing.

Speridian will assign an onshore Service Delivery Manager that will be responsible for tracking and reporting on requests, activity, project, and budget consumption associated with this contract.

City
City will provide access to resources, assets, and the required SME's during the entire duration of this engagement.

City will provide development, testing and production environments.

City shall be responsible for allocating user acceptance testing resources and creation and execution of relevant test scripts.

City will respond to emails/questions from Speridian team on support requests in a timely manner as possible to ensure requests are handled within agreed service level objectives.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 268 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 10 City will maintain a properly configured hardware/operating system platform to support the applications.

City will obtain licenses for any necessary Speridian resources before the commencement of services.

City shall designate a Project Manager who shall be solely responsible for coordinating with Speridian’s Service Delivery Manager for all project management and the direction of services provided to you by Speridian.

City will provide a Production Support Manager (PSM) for the duration of this SOW, who will be the point of contact for the Speridian Team. The PSM works closely with Speridian Service Delivery Manager and Support Team to establish prioritized work.

Review Meetings
City and Speridian Support Managers shall have monthly meetings (“Review Meetings”) which may be attended remotely to monitor, review, and discuss the performance of the Services. Before each Review Meeting, each representative shall notify the other of any material problems and/or concerns relating to the performance of the Services for discussion at the Review Meeting. At the Review Meeting, the parties shall work in good faith to agree on a plan to address such problems. In the event of any problem being unresolved or a failure to agree on a place for rectification of the problem, the matter shall be resolved under the terms of the Agreement. Progress in implementing any remediation plans shall be included in the agenda for subsequent Review Meetings.

Security and Privacy Guidelines
During the Term of any SOW established under the Agreement, Speridian shall maintain the security and privacy requirements as set forth in the Agreement or as required by City, and Speridian shall require all subcontractors performing any services under the terms of the Agreement or this SOW, as a condition to their engagement, to provide their services in full compliance with such requirements.

Any changes to the existing physical of logical controls that affect or impact City must be approved by City in advance and requested on a Change Request Form.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 269 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 11 Pricing, Payment, and Invoicing Terms
Speridian agrees to provide Operational/Application support per month on a fixed cost basis with total cost of $3000/month or $36,000/year over a 12-month contract.

Invoicing will commence upon receipt of executed contract and continue each month thereafter for a period 12 months.

Additional hours requested by the City will be fulfilled and invoiced at the rates specified above.

Speridian may require notice up to 30 days to provide resources beyond 40 hours per month.

The City agrees to pay Speridian the invoice amount within 30 days from receipt of invoices.

Travel is not included in this contract. Should the City require Speridian to travel, travel by Speridian must be pre-approved in writing by the City for such expenses to be reimbursable under this SOW. Travel expenses will be reimbursed by the City at cost.

The scope and pricing may be subject to change based upon empirical information gathered during the post go-live hypercare period, and that any such change would be mutually agreed upon by Speridian and the City of Santa Monica.

Term of SOW
Term
The term of this SOW shall be effective as of TBD and shall continue through TBD unless extended according to a written change order or sooner terminated by either party under the Agreement.

Agreement Change
If the City wishes to add or change the above team composition, a change order will be required.

Agreement Extension
If the City wishes to extend this agreement beyond the end date mentioned above, a change order will be required.

Ramp-up/Ramp-down Lead Time
The City will provide 4 weeks’ notice to ramp -up or ramp-down resources. Speridian will try best to on board new resources at the earliest possibility.

Early Termination
See MSA Agreement.

Consent
The City is responsible for promptly obtaining and providing Speridian all required consents necessary for Speridian to provide the Services described in the SOW. A required consent means any consents or approvals required to give Speridian the right or license to access, use and/or modify the hardware, software, firmware, and other products City uses, without infringing the ownership or license rights (including patent and copyright) of the providers or owners of such products.

Speridian will be relieved of the performance of any obligations that may be affected by the City’s failure to promptly provide any Required Consents to Speridian.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 270 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 12 Execution
IN WITNESS WHEREOF, the parties have caused this SOW to be duly executed below.

By approving this Engagement Agreement, the City authorizes Speridian to commence the services designated above and agrees to these terms and conditions including the payment terms. Approval of this Agreement shall be made by receipt of this document with an authorized formal signature.

Speridian will counter-sign and return a copy for City’s records.

City of Santa Monica Speridian Technologies, LLC
Signature: Signature:

Name: Name:

Title: Title:

Date: Date:

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 271 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 13 Definitions
“Acceptance Criteria” means the agreed-upon performance criteria and functional specifications contained within the Documentation and the terms and conditions of the Agreement or SOW which shall include, but not be limited to OWASP vulnerability and Defect testing and remediation with a first pass Defect rate of no greater than fifteen percent (15%). “Defect” means an error, “bug”, vulnerability, or defect resulting from or which occur in Deliverables, Software or Services that are not developed, delivered or implemented in accordance with City specifications.
“Documentation” means user guides, operating manuals, education materials, product descriptions and specifications, technical manuals, supporting materials, and other information used in conjunction with the Software and Services, whether distributed in print, magnetic, electronic, or video format, in effect as of the date the Software and Services are provided to City. “Intellectual Property Rights” are all patents, patent applications, trademarks, inventions (whether or not patentable), know-how, designs, mask works, processes, methodologies, service marks, copyrights and copyrightable works, trade secrets including Confidential Information, data, designs, manuals, training materials and documentations, formulas, knowledge of processes, methods, prices, financial and accounting data, products and product specifications and all other intellectual property rights as these terms are understood under Law, including any modifications, adaptations, adjustments, enhancements, updates, improvements, alterations and error corrections thereto and other derivative works thereof.
“Response” means an e-mail, telephone, or in-person acknowledgment of a technical support request.
“Resolution” means action taken to correct the reported incident. Upon resolution, Supplier will communicate to City via –mail a Root Cause Analysis and how it corrected the incident within five (5) business days or Resolution.
“Services” means collectively all services provided by Speridian to City as more fully set forth in the SOW.
“Severity One (1) Error” means an issue, incident or error that renders the application inoperable. “Severity Two (2) Error” means an issue, incident or error that renders that materially impairs the application performance, with the consequences that the Licensed Software is operable but in a restricted or inefficient manner.
“Severity Three (3) Error” means any issue, incident or error that are not Severity 1 or 2. “Software” is the source code and object code versions of any programs, operating system software, computer software languages, utilities and other computer programs (i.e., any set of statements or instructions to be used in a computer to obtain a result) produced under this Agreement, the SOW or used to provide the Services, including the tangible media upon which the programs, operating system software, computer software languages, utilities and other computer programs are stored, together with all corrections, improvements, updates and releases. “Testing Period” means the period specified in the SOW, or if no time period is specified, a period of a minimum of thirty (30) consecutive days, in which City may test the Software in production (a live, non-test environment) to ensure that it conforms in all material respects to the Acceptance Criteria. “Work Product” is all information, data, deliverables, materials, documents, documentation, works of authorship, computer programs, software, designs, specifications, processes, procedures, techniques and all tangible embodiments of the foregoing and all Intellectual Property Rights created, developed or prepared, documented or delivered by Speridian, in providing the Software and Services, including all modifications to City Data and City Intellectual Property Rights.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 272 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 14 Appendix
SOW Exhibit A
The following Items are excluded from the above offering. If one of these services are desired, please work with your Account Manager to get an add-on cost of these services.

Custom Application Development
• Building new custom applications fall outside the scope of managed services.

Implementation of New Salesforce Modules
• Implementing new Salesforce modules or functionalities that were not part of the original agreement should be considered separate projects, especially if they require extensive customization or integration with other systems.

Business Process Reengineering
• Major changes to business processes that necessitate significant reconfiguration of Salesforce.
• This would include the building out of new permits, code enforcements, and workflows Data Cleansing
• Identifying and merging duplicate records to ensure data integrity and eliminate redundancy.
• Standardizing data formats, fields, and values to maintain consistency and improve usability.
• Removing irrelevant, outdated, or erroneous data to enhance the overall quality of the database.

Data Enrichment
• Enhancing existing data with additional information.
• Appending missing data fields such as contact details, firmographics, geolocation, etc., to enrich the dataset.

Third-Party System Maintenance
• Maintenance and support for third-party systems involved in the integration process are not included.
• Any issues arising from changes or updates to third-party systems are the responsibility of the respective system owners.

Integration Development:
• Development of new integrations or enhancements to existing integrations is not part of the integration monitoring service.
• Any changes to integration workflows or configurations beyond monitoring and basic troubleshooting require separate development efforts.

Performance Tuning:
• Optimization of integration performance, such as fine-tuning of data transfer rates or system configurations, is not included in this service. • Clients may engage our organization for performance tuning services separately as needed.

Custom Data Science App Integration
• Integrating custom data science applications or solutions beyond the capabilities of standard Salesforce analytics tools would be outside the scope of the managed services.

Predictive Insights Development
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 273 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 15 • The development of advanced predictive models or machine learning algorithms are out of scope unless explicitly agreed upon separately.

Data Science Analysis
• Conducting in-depth data science analysis, such as statistical modeling or advanced data mining techniques are out of scope unless specified otherwise in the agreement.

Hardware Infrastructure Management
• Managing hardware infrastructure supporting the analytics environment, such as servers or storage systems are outside the scope of managed services.

Third-Party Integration Training
• Training on third-party integrations or applications integrated with Salesforce is not included unless explicitly specified in the agreement.

Travel Expenses
• Expenses related to travel, accommodation, or other on-site training logistics may not be included and are typically billed separately if required.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 274 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 16 SOW Exhibit B
Support Flow
Support Levels
 Level-1 (L1): The first line of support provided by L1 Support Team/Helpdesk team at Speridian.  Level-2 (L2) support will cover below activities:
o Acknowledgement of issues raised by L1.
o Initial analysis to identify a fix without code changes. o Fixes related to configuration changes.
o Work around solutions to avoid business service interruption. o Root Cause Analysis of the issues raised and resolved by L2. o Escalation of issues to the Level-3 (L3) team
o Responsible for the deployment activities involved in issue resolution.  Level-3 (L3) support will cover below activities:
o Acknowledgement of issues raised by Level-2 (L2) support team. o In-depth analysis of the issues and possible fixes.
o Fixes related to code and design changes.
o Enhancements related to the fixes.
o Root Cause Analysis of the issues raised and resolved by L3. o CI/CD responsibilities.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 275 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 17 Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 276 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 18 SOW Exhibit C
Severity and Priority Levels
Severity Description Impact/Urgency Response Time Update Frequency
1 Critical, severe impact, the
application is not
operational, all critical data
inaccessible or has severely
restricted functionality or
degradation.

Major outage that impacts
all, or a large group of,
Users. Or a complete
business function of the
application is not
accessible.

Within two (2)
hours of
incident
submission
Every two
(2) hours
2 The application is
operational but has
restricted functionality or
degradation that is
impacting operations.

Major impact to one or
many Users, partial service
disruption to business.

Within four (4)
hours of
incident
submission
Every four
(4) hours
3 The application is
operational with low,
intermittent, circumvented
errors, not severely
impacting operations.

Bug fix or non-priority
Incident or reasonable
work-around exists.

Within two (2)
Business Days
of incident
submission
Every eight
(8) hours
once
prioritized
and
started
4 Questions with the
application usage,
implementation or any
other inquiries submitted
into the service desk portal
or electronic mail.

Generic questions/request
for fulfillment
Within five (5)
Business Days
of incident
submission
Every eight
(8) hours
once
prioritized
and
started
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 277 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 19 City of Santa Monica, CA
Clariti - Camino Permitting & Guide
Statement of Work
Version 1.0
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 278 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 20 Last Updated: August 8, 2024
Table of Contents
Summary of Solution3
Camino Guide Summary:3
Camino Permitting Summary:3
Implementation and Service Package7
Out of Scope Items7
Customer Service8
Service Level Agreement8
Technical Support Services8
Training8
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 279 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 21 Summary of Solution
Camino is a web-based solution that improves the customer experience for permit and licensing processes. Camino software is provided through a SaaS (software as a service) model, meaning that all functionality is accessed through the internet on a subscription basis. For the City of Santa Monica, Clariti is excited to offer the solutions outlined below.

Camino Guide Summary:

The Camino Guide is an informational resource that serves as a virtual ‘pre-meeting’ for anybody thinking about starting a building project. After first answering a series of questions, applicants will automatically receive a customized guide containing their estimated timeline, estimated fees, and process for successful project completion. The Guide will also integrate with existing GIS systems to let the applicant know whether their project is allowed in the selected zone. By making every applicant an expert, the Camino Guide reduces errors, frees up valuable staff resources, and flags any potential issues at the outset to ensure a faster process.

Features:
● An online portal where residents can create an account and view current and historical projects. ● An intelligent Guide that will ask applications a series of questions about their building project and informs them where it is allowed and whether a permit or license is required. ● If a permit or license is required, the Guide will generate a customized checklist of steps for the applicant to follow, complete with detailed instructions.
● The Guide will automatically check for zoning compliance and any other geographic factors. ● The agency will be able to track all Guides that are created. ● The agency will be able to configure and manage the Guide through an entirely self-service administrative panel.

Camino Permitting Summary:

Clariti will assist in configuring and running a hosted Camino Permitting System for the agency. The agency has the following needs that will be addressed under this scope:
● A fully hosted, web-based system that is accessible to staff and applicants. ● A smart application portal that generates a set of requirements based on the details of the application. ● Application review and reporting.
● Fee Generation and online payment capabilities.
● Document upload and storage.
● Internal review and task management.

Agency staff with Administrator-level permissions will be able to do the following configuration within the Camino Permitting System:
● Configure an unlimited number of internal users. Staff will be able to add and remove users at any time. ● Upload PDF files to create digital forms with overlaid fields or signatures that need to be collected from applicants.
● Define fees that need to be collected from applicants. Fees can be defined by a formula that includes numeric variables.
● Require that certain documents need to be uploaded as part of an application process. ● Create a series of templates for common tasks such internal reviews.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 280 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 22 ● Use a logic-driven rules engine to create the different application and review processes based on information provided by the applicant. The rules can also be driven by GIS queries. Clariti will integrate commission-provided GIS layers into the Camino Permit System.
● Configure the different Submission types to be issued. Each Submission type can be set to expire after a period of time.
● Customize instructions and helper text through a rich text editor. ● Configure Data Fields that can be reused throughout the system in rules, fee calculations and on forms. ● Data Fields can be configured with a default value.
● Configure User Fields that will be saved to each Applicant user’s account and auto-populated on new Submissions.
● Create customizable workflows with custom statuses, transitions, and auto-transitions based on task completion.
● Configure tasks or steps to be auto-assigned based on workflow status. ● Configure a set of pre-defined message templates that can be used for messaging within Submissions. ● Manage GIS layers with the Camino Geo Service:
○ Add, remove or view existing layers and history.
○ Import layers as shapefiles or through an ESRI URL.
○ Update layer data manually at any frequency.

All Agency staff will be able to do the following (from a desktop or iPad browser):
● View an inbox showing all comments, notes and activity across Submissions in the system. ● View a table of all Submissions. Filter and search by any Data Field, User Field or System Field. ○ Create Saved Views based on a specific set of filters. Saved views can be private or global. ○ Export a CSV file of all Submissions
● For each Submission:
○ Update the status within the associated workflow, as long as required steps have been completed.

Required steps and tasks will automatically be added as the workflow advances. ○ Request changes on specific steps for the applicant to re-complete. ○ View the current Applicant’s information and transfer ownership to a new Applicant. ○ View all tasks assigned to the applicant and to internal staff. View task status. ○ Add or remove tasks. Assign tasks to any user and specify a due date. Mark tasks as complete. ○ Manage Reviews:
■ Assign each review to a user or group.
■ Add documents to each review.
■ Share correction letters and markups with the Applicant. ○ View all financial transactions and outstanding fees. ■ Refund (partially or fully) fees that have been paid. ■ Manually adjust the value of any fee before it is paid. ■ Add a note to each transaction.
○ Fill out internal forms.
○ View all answers provided by the applicant and all GIS queries that were run against Submission. ○ View, update, add and remove data fields that were collected during the application. ○ View all documents that were uploaded by the applicant and by other staff. View a date stamp on each document.
○ Upload new documents directly to the submission. If on a tablet or mobile, attach photographs.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 281 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 23 ○ Issue a Document (Permit) to the Submission. View all documents that have been issued to the Submission.
○ Send messages directly to the applicant through any task or application step. Pre-defined message templates can be searched and added.
○ Log private, internal notes on any task or application step or on the Submission directly. ○ View an Activity Feed showing all messages sent, status updates, payment modifications, and automated emails.
○ View a map showing how the Submission address interacts with GIS and parcel attributes. Please note that the map will not show GIS layers aside from parcels. ○ Change or update the address for the Submission.
○ Log time spent working on the Submission for time-tracking purposes. View a history of all logged time by a user.
○ Subscribe to the Submission to receive notifications and updates. ○ Add or remove secondary Applicants.
● Create a new Submission on behalf of an applicant and assign it to their account. ● View a list of all tasks assigned to a user, or all tasks across the system. Sort and filter by status, assignment, due date.
● View all Submissions and on a map. Select a location to view all Submission and Records at that address. ● Receive email notifications when an applicant sends a chat message and when a task is assigned to a user. A notification is also sent when a task nears its due date. ● Search, view or export a CSV file of all financial transactions processed or recorded within Camino. ● Customize the list of email notifications that are received based on system activity.

Applicants will be able to do the following:
● Create an account based on an email address. All progress is saved in real-time when logged in. ● View a list of any applications (in progress or submitted) that have been issued. ● Go through a guided application process that starts with a survey. The survey asks for the type of permit, the location, and additional details defined by the Commission. These factors then generate a list of required steps for the applicant to complete.
● Be automatically informed of any location-based restrictions at their address. ● View a checklist-style list of all tasks that have been completed and that are pending. ● Fill out digital forms and sign with a digital signature. ● Upload documents by dragging-and-dropping from their desktop. ● View auto-calculated fees and pay fees via credit card. A transaction fee is applied to all credit card payments, set by the payment processor.
● Send chat messages directly to the agency.
● Receive email notifications when a chat message is sent by the agency, when the application status is updated, and when a Record is issued.
● View any Documents that have been issued to the Submission. ● Receive an email notification when a Document is nearing expiration. The applicant will be invited back to the system to complete any required re-application steps.

The following integrations are needed by the agency for the Camino Permitting system. ● Payment Processors
○ Paymentus
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 282 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 24 ■ NOTES:
● Custom Integration work will need to be scheduled between Paymentus and the Camino development team.
● The Paymentus / Camino integration requires an annual fee of $10,000. ● The City can alternatively choose to use Stripe or Authorize.net with no integration work required, which can be done in days, not weeks/months.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 283 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 25 Implementation and Service Package
Anticipated Implementation Start: [September, 2024]
To ensure a fast implementation, Camino reserves slots in advance for new customers. The customer can choose to change the start month at any time, however Camino cannot guarantee availability for any given month. If a change is requested, Camino will reschedule the implementation for the next available slot.

For this project Camino will be leading and performing system configuration work during the implementation. A Camino Implementation Manager will suggest the best service package based on the project scope. The service package will include:
● Configuration of options including:
○ Project Type Editor
○ Guide Step Editor
○ Rule Builder
○ GIS Rule Configuration
○ Rich Text and Content Editing
● 5 hours of training for agency staff.
● A recurring check-in call with Clariti. The cadence of the call will be determined based on the scope and pacing of the project.
● Clariti assistance with the initial GIS layer import. ● Access to Camino knowledge base.
● A fixed number of hours that can be used in year one for system configuration, staff training and process mapping.
● Additional hours in future years to add system functionality, make changes to the existing configuration and train new staff.

The scope of configuration for the Camino Permitting system covers the following:
● Special Use Permit types (two)
At the start of the implementation Camino will create a project plan with milestones. If the number of service hours exceeds the selected package the customer can upgrade their package or purchase additional hours.

Out of Scope Items
The following features or implementation services are out-of-scope. If any of these, or other items not explicitly mentioned as part of the features or implementation services, are requested by the City they may be added via a change management process.
● Data mapping and conversion from OpenCounter into the Camino Permitting system. ● Data mapping and conversion from the Camino Permitting system into the Clariti system. ● No Camino Guide or Camino Permitting enhancements or custom integrations are included.

Customer Service
Service Level Agreement
Camino offers a web-based platform that is accessible from all major desktop web browsers. Camino currently works on browser versions that are still supported by their parent company. As of the date of this proposal, the list of supported browsers (on Windows, OSX, or Linux) is:

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 284 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 26 ● Chrome
● Firefox
● Internet Explorer / Edge
● Safari
Camino guarantees 24/7 access with 99.9% uptime. Camino will occasionally bring the service down for scheduled maintenance and updates, but never during the hours of 8am-6pm, M – F.

If this agreement is terminated, Camino will (upon request) provide the customer with a full export of all customer data within 30 days of the request and up to 90 days following termination of the agreement.

Technical Support Services
Camino will assign a Customer Success Manager to assist with onboarding, training, and ongoing support. This representative will be the primary point of contact for all requests and issues.

In order to initiate a technical support ticket, the customer must email [email protected], or their designated Account Manager or Implementation Manager. Requests made through other channels are not subject to this SLA.

Camino uses the following incident response levels:
● Level 1: Mission critical error that prevents users from accessing or using the system. ● Level 2: A critical feature is broken.
● Level 3: All other bugs or errors.

When an issue is reported, Camino will respond within 4 hours during the hours of 8am-9pm PST, M-F. The response will include a support ticket and estimated time to fix. Camino targets the following fix times:
● Level 1 incident: 24 hours.
● Level 2 incident: 48 hours.
● Level 3 incident: 5 days.

Training
Camino will provide one kick-off meeting at the beginning of the implementation and up to five hours of staff training.

The customer can include whichever staff they choose in this training session. Camino Led implementations will include additional hours.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 285 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 27 Exhibit D
Project Schedule
Task Name Duration Start Finish
City of Santa Monica 397 days Mon 8/26/24 Fri 2/27/26
Kick-off 1 day Mon 8/26/24 Mon 8/26/24
Discovery 36 days Mon 8/26/24 Mon 10/14/24
Project Management Plans 21 days Mon 8/26/24 Mon 9/23/24 Sprint 0 10 days Mon 10/14/24 Fri 10/25/24
Development Sprints 272 days Mon 10/28/24 Fri 11/7/25
Sprint 1 15 days Mon 10/28/24 Fri 11/15/24
Sprint 2 15 days Mon 11/18/24 Fri 12/6/24
Sprint 3 15 days Mon 12/9/24 Fri 12/27/24
Sprint 4 15 days Mon 12/30/24 Fri 1/17/25
Sprint 5 15 days Mon 1/20/25 Fri 2/7/25
Sprint 6 15 days Mon 2/10/25 Fri 2/28/25
Sprint 7 15 days Mon 3/3/25 Fri 3/21/25
Sprint 8 15 days Mon 3/24/25 Fri 4/11/25
Sprint 9 17 days Mon 4/14/25 Fri 5/2/25
Sprint 10 15 days Mon 5/5/25 Fri 5/23/25
Sprint 11 15 days Mon 5/26/25 Fri 6/13/25
Sprint 12 15 days Mon 6/16/25 Fri 7/4/25
Sprint 13 15 days Mon 7/7/25 Fri 7/25/25
Sprint 14 15 days Mon 7/28/25 Fri 8/15/25
Sprint 15 15 days Mon 8/18/25 Fri 9/5/25
Sprint 16 15 days Mon 9/8/25 Fri 9/26/25
Sprint 17 15 days Mon 9/29/25 Fri 10/17/25
Sprint 18 15 days Mon 10/20/25 Fri 11/7/25
Training 22 days Thu 10/16/25 Fri 11/14/25
System Integration Testing 20 days Mon 11/10/25 Fri 12/5/25 Deployment and Cutover Rehearsal 6 days Mon 12/8/25 Mon 12/15/25 User Acceptance Testing 16 days Mon 12/8/25 Mon 12/29/25 Revise Application Documentation 5 days Mon 12/15/25 Fri 12/19/25 Release to Production 6 days Mon 1/5/26 Mon 1/12/26
Post Go-Live Warranty Support 35 days Mon 1/12/26 Fri 2/27/26 Project Closure 4 days Tue 2/24/26 Fri 2/27/26
Turnover 13 days Tue 2/10/26 Thu 2/26/26
Close project 1 day Fri 2/27/26 Fri 2/27/26
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 286 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Exhibit E
Exhibit E - Fee Budget and Compensation Schedule
The compensation paid to Speridian for Services described in Exhibit C are set forth below. The City, in its sole and complete discretion, may request Speridian to provide additional optional services (“Optional Services”) in an amount not to exceed $167,229. The total compensation paid to Speridian for all Services, including any Optional Services, requested by the City, shall not exceed $1,839,517.

This Agreement covers the procurement of the Clariti software solution by Speridian – at the costs outlined below – for Year 1 only. The City will enter into a separate agreement to license the Clariti software solution for Years 2 through 5 by August 31, 2025.

Clariti Community Development Implementation
Services (Speridian) # Hours Cost (USD)
Project Management 1,082 $ 71,827
Requirements & Design (Architect Solution) 1,372 $ 91,048 Development (Build, Configure, Integrate, Test) 11,082 $ 735,467 Integration 1,443 $ 95,769
Data Conversion 1,844 $ 122,409
SIT, UAT. Regression Testing, Training & Deployment 1,545 $ 102,514 Post Go-live Support 391 $ 25,966
TOTAL SERVICES 18,760 $ 1,245,000
Clariti Software First Year Subscription Cost
Line
Item Description Year 1
1 Clariti Community Development Solution $379,788.00
196 Platform User License - Enhanced
4 Admin User License - Enhanced
1 Clariti Admin User License - Enhanced
1 Clariti Salesforce Shield
1 Clariti Sandbox, Full
1 Clariti ESRI ArcGIS Integration
1 Clariti ProjectDox Integration
1 Clariti Community PLUS Logins (20,000/Month
Bundle)
2 Clariti Guide / Permitting System (Special Event
Permits) $25,000.00
3 Clariti Guide Enhanced Implementation (Year 1 only) $22,500.00 Total $427,288.00
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 287 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Exhibit E
Professional Services Rates
Speridian Rate Sheet for Salesforce.com Resources
Role For USA/CAN Client Certification
Onshore Offshore
Rate Rate
Senior IT Project Manager / Scrum Master $ 130.00 PMI, CSM, SF/Vlocity Enterprise Architect $ 225.00 SF/Vlocity
Solution Architect* $ 200.00 $ 75.00 SF/Vlocity
Technical Architect* $ 175.00 $ 65.00 SF/Vlocity
Application Architect* $ 155.00 $ 55.00 SF/Vlocity
Salesforce Sr Developer / Lead* $ 135.00 $ 50.00 SF/Vlocity Salesforce Application Developer* $ 125.00 $ 45.00 SF/Vlocity Salesforce Sr Administrator $ 120.00 $ 40.00 SF/Vlocity Salesforce Administrator $ 110.00 $ 35.00 SF/Vlocity
Senior Business Analyst $ 130.00 $ 47.50 SF/Vlocity
Business Analyst $ 115.00 $ 37.50 SF/Vlocity
Testing / QA Lead $ 130.00 $ 47.50 SF/Vlocity/Eggplant
Testing / QAAnalyst $ 115.00 $ 37.50 SF/Vlocity/Eggplant *Note: applies to all technologies
Additional Enhancement Services
Support Type Support Level Hourly Rate Discounted Hourly Rate Standard Support All Tiers $165 $120
Off-Hours Support All Tiers $200 $150
Speridian agrees to provide Operational/Application support per month on a fixed cost basis with total cost of $3000/month or $36,000/year over a 12-month contract.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 288 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System Exhibit E
Payment Milestones Amount Projected
% $ (USD) Dates*
Initiation: Signed SOW 6.25% $ 77,813 12-Aug-2024
Discovery: Kickoff 6.25% $ 77,813 26-Aug-2024
Discovery: Completion of Project Plan 6.25% $ 77,813 16-Sep-2024 Discovery: Completion of Discovery (BRD, FDD, ICD) 6.25% $ 77,813 14-Oct-2024 Build: Solution Checkpoint 1 (Demo) Signoff 6.25% $ 77,813 9-Dec-2024 Build: Solution Checkpoint 2 (Demo) Signoff 6.25% $ 77,813 20-Jan-2025 Build: Solution Checkpoint 3 (Demo) Signoff 6.25% $ 77,813 3-Mar-2025 Build: Solution Checkpoint 4 (Demo) Signoff 6.25% $ 77,813 14-Apr-2025 Build: Solution Checkpoint 5 (Demo) Signoff 6.25% $ 77,813 26-May-2025 Build: Solution Checkpoint 6 (Demo) Signoff 6.25% $ 77,813 7-Jul-2025 Build: Solution Checkpoint 7 (Demo) Signoff 6.25% $ 77,813 18-Aug-2025 Build: Solution Checkpoint 8 (Demo) Signoff 6.25% $ 77,813 29-Sep-2025 Build: Solution Dev Complete 6.25% $ 77,813 10-Nov-2025 Validate: Completion of SIT 6.25% $ 77,813 8-Dec-2025
Validate: Completion of UAT 6.25% $ 77,813 5-Jan-2026
Roll-Out: Go-Live 6.25% $ 77,813 12-Jan-2026
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 289 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 1 CLARITI CLOUD INC.

Exhibit F
Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 290 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 2 CLARITI CLOUD INC.

SOFTWARE AGREEMENT
THIS SOFTWARE AGREEMENT (the “Agreement”) is made between CLARITI CLOUD INC., of 422 Richards St, Suite 170, Vancouver, BC, V6B 2Z4 (“CLARITI” or “SAAS Provider”) and the City of Santa Monica (the “Customer” or “City”), and is effective as of the date the SAAS Services are accessed by or otherwise made available to the Customer (the “Effective Date”). Unless otherwise defined herein, capitalized terms used in this Agreement have the meanings set out in Section 14.

NOW THEREFORE, for valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the parties agree as follows:

1. INTRODUCTION

1.1 Orders. CLARITI owns and operates CLARITI, a proprietary, modular, web-based software solution for governments (the “CLARITI Platform”), accessible through the Apex Platform™ online platform (the “Apex Platform”) operated by Salesforce.com Inc. (“Salesforce.com”). The details of Customer’s access to and use of the CLARITI Platform, including the number of authorized Users (defined in Section 4.1), will be specified in the quote(s) or other documentation provided by CLARITI, or its authorized designee, to, or on behalf of, or for the benefit of, the Customer,

from time to time in such form approved by CLARITI (each an “Order”), which are governed by and form part of this Agreement.

1.2 SFDC Agreement. Customer’s access to and use of the Services will depend on the Apex Platform (also referred to as an “Org”), which is operated and controlled solely by Salesforce.com, and is subject to the Customer’s acceptance of the Salesforce.com End User Subscription Agreement, attached hereto as Exhibit “A”, as may be amended by Salesforce.com in accordance with its terms (collectively the “SFDC Agreement”) and which is incorporated by reference as part of this Agreement. By subscribing to the Services and entering into this Agreement, Customer acknowledges and signifies to CLARITI and Salesforce.com that Customer has understood and agreed to the SFDC Agreement. To the extent of any inconsistency or conflict between this Agreement and the SFDC Agreement, then this Agreement will take priority and govern regarding Customer’s access to and use of the CLARITI Platform and the relationship between Customer and CLARITI, and the SFDC Agreements will take priority and govern regarding Customer’s access to and use of the Apex Platform and the relationship between Customer and Salesforce.com.

2. TERM AND SERVICES

2.1 Term of Agreement and Orders. Unless terminated earlier by either party pursuant to this Agreement, this Agreement will
commence on the Effective Date and will remain in effect for the period outlined in the first Order made between the parties (the “Initial Term”).
(1) Continuity of Services. Upon expiration of the Initial Term, CLARITI may continue providing the Services to the Customer for an additional period or periods, as the case may be, and for such lengths, as and to the extent specified in an applicable Order (each, as applicable, an “Extension Period" and collectively together with the Initial Term, the “Term”) under the same terms and conditions set forth in this Agreement and the applicable Order; provided, and without limiting the generality of the foregoing, Customer shall continue to pay or cause to be paid the applicable SAAS Fees related thereto and provided further that Customer provides notice to CLARITI in writing at least 30 days’ prior to the expiration of the Initial Term or then current Extension Period, as the case may be.

2.2 SAAS Services. Subject to the terms and conditions of this Agreement, CLARITI will use commercially reasonable efforts to provide the following services (collectively, the “SAAS Services”) to the Customer during the Term: (a) the CLARITI Platform modules specified in valid and subsisting Orders; and (b) online training and technical support materials for those CLARITI Platform modules.

2.3 Changes to Services. The Customer may request, and CLARITI may in its discretion provide, an upgrade or downgrade in the level of SAAS Services, and the applicable Services may be amended, modified or supplemented pursuant to such request with mutual consent and in a written form satisfactory to CLARITI (a “Change Order”). Change Orders may require changes in the applicable fees payable by the Customer, and any such changes will be specified in the Change Order and payable by the Customer in accordance with the terms of the Change Order. Notwithstanding anything in this Agreement: (a) CLARITI may in its discretion change the Services from time to time, provided such any such change does not diminish the functionality of the Services on which the Customer materially relies; and (b) Salesforce.com may make changes to the Apex Platform that may impact the Services.

2.4 Technical Support Services. CLARITI shall provide technical support to Customer regarding the use and operation of the CLARITI Platform that was configured or developed by CLARITI pursuant to this Agreement. The terms and conditions of including but not limited to support service hours and availability, service levels targets and severity levels are outlined in the CLARITI Technical Support Agreement, attached hereto as Exhibit “B.

3. FEES AND PAYMENT TERMS

3.1 SAAS Fees. As outlined in Agreement No. 11605 (CCS) (as amended, restated, modified, supplemented, or replaced from time to time, the “Prime Contract”) between the City of Santa Monica and Speridian Technologies (“Speridian”), the City will pay the SAAS Fees described in each Order, including, inter alia, $404,788 for the SAAS Services provided by CLARITI pursuant to this Agreement to Speridian during the Initial Term, and Speridian will then compensate CLARITI in full for the SAAS Services provided to Customer including for the Initial Term or any applicable Extension Period. For avoidance of doubt, and notwithstanding anything contrary in this Agreement, Customer will have no obligation to compensate CLARITI under this Agreement.

3.2 Failure of Payment. In the event that any of the Customer’s or Speridian’s payment obligations are overdue and outstanding, or in the event of termination or expiry of the Prime Contract, CLARITI may, in its discretion: (a) terminate this Agreement immediately upon notice to the Customer; and/or (b) suspend its obligations to the Customer relating to the SAAS Services until such time as all amounts due and owing under this Agreement are paid in full.

4. USE OF SAAS SERVICES

4.1 Grant. Subject to the terms and conditions of this Agreement, CLARITI hereby grants to the Customer a limited, non-exclusive, nontransferable, non-sub-licensable right to access and use the SAAS Services during the Term for its internal business purposes through its authorized representatives (each a “User”) with a valid and subsisting account (each an “Account”) and username and password issued by Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 291 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 3 CLARITI CLOUD INC.
or on behalf of CLARITI (collectively, “Codes”). Customer will appoint and authorize one or more Users to appoint other Users and administer Customer’s use of the SAAS Services. Customer will not authorize more Users than the number of Users specified in an Order or a Change Order, as applicable. Customer is fully responsible and liable for, and bears all risks relating to, all use of the SAAS Services by Users and all acts or omissions by Users and will ensure that all Users comply with the terms of this Agreement.

4.2 Accounts/Codes. Accounts and Codes are specific to the User for whom they are issued. Customer will ensure that all Users keep their Codes secure and confidential at all times and not permit any other person to use their Account or Codes, and immediately notify CLARITI if they suspect that any Account or Code has become known to or used by any unauthorized person. Customer is responsible for the security of Customer Codes and use of Customer Codes and Customer Accounts. If CLARITI, in its discretion, considers a Code to be insecure or to have been used inappropriately, then CLARITI may immediately cancel the Code without notice to Customer and the affected User.

Codes may not prevent unauthorized access to Customer Data or other information that Customer and Users may use in connection with the SAAS Services. CLARITI is under no obligation to verify the actual identity or authority of the User of any Codes, Accounts or the SAAS Services, and is not responsible or liable for unauthorized access to the SAAS Services or any unauthorized or alteration, theft or destruction of any information contained therein through accident, fraudulent means or devices, or any other method, unless it is the direct result of CLARITI’s gross negligence.

4.3 Admin User License. The SAAS Services require a minimum of one (1) Admin User License to be quoted and purchased by the Customer, in addition to a minimum of one (1) Admin User License to be purchased for every tranche of 50 Platform User Licenses purchased.

4.4 Full Sandbox. The SAAS Services require one (1) full Salesforce sandbox (the “Full Sandbox”) to be quoted and purchased by the Customer for the purposes of receiving ongoing CLARITI Platform updates. The Full Sandbox will be refreshed to match the Salesforce Production Org on a quarterly basis. The Full Sandbox may be used by other parties and for other purposes with the understanding that they are aware and responsible for preserving any of their modifications, as the quarterly sandbox refresh will remove those changes to match the Production Org.

4.5 Customer Community Services. Customer understands that for certain SAAS Services identified as Customer Community or Community Plus Services on an Order or any Change Order (as applicable), if Customer User logins in the applicable Org exceeds the Permitted Number of Monthly Logins (as described in the Order or Change Order) in each of four consecutive calendar months, the Customer will be charged 1.5 times the per-Login price (based on the “Monthly/Unit Price” specified in the Order or Change Order) for each excess Customer User login in such fourth month and in each consecutive month thereafter in which the aggregate number of Customer User logins in the Org exceeds the Permitted Number of Monthly Logins. Such additional fees will be charged to Customer monthly in arrears. Unused logins are forfeited at the end of each month and do not roll over to subsequent months. The beginning and end of each calendar month will conform to U.S. Pacific Time.

4.6 Audit. CLARITI may audit use of SAAS Services through the CLARITI Platform and the Apex Platform. Should any audit reveal any unauthorized use of SAAS Services, Customer agrees to pay to CLARITI, within thirty (30) days of CLARITI's notice of the audit results, CLARITI’S then-current pricing for the applicable SAAS Services showing unauthorized use (taken as a group), beginning with the date of the first violation through the period of unauthorized use (the “True Up Payment”). Upon payment of the True Up Payment, all SAAS Services showing unauthorized use will be converted into compliant SAAS Services and invoiced at CLARITI's then-current list pricing for the remainder of the Term.

4.7 Restrictions. Except as expressly permitted by this Agreement, the Customer will not, nor will it allow any User to, directly or indirectly:
(a) copy, modify or create derivative works or improvements of the SAAS Services; (b) rent, lease, lend, sell, sublicense, assign, distribute, publish, transfer or otherwise make available the SAAS Services to any person; (c) reverse engineer, disassemble, decompile, decode, adapt or otherwise attempt to derive or gain access to the source code of the SAAS Services or any part thereof; (d) bypass or breach any security measures used by the SAAS Services; (e) input, upload, transmit or otherwise provide to or through the SAAS Services any information or materials that are unlawful or injurious, or contain, transmit or activate any virus, trojan horse, worm, backdoor, malware or other malicious computer code; (f) transmit, or otherwise export the SAAS Services or underlying information or technology; (g) damage, destroy, disrupt, disable, impair, interfere with or otherwise impede or harm in any manner the SAAS Services; (h) remove, delete, alter or obscure any trademarks, specifications, warranties or disclaimers, or any copyright, trade-mark, patent or other intellectual property or proprietary rights notices from the SAAS Services; (i) provide any usernames, passwords or other information which would permit access to the SAAS Services to any person who does not have authorized access from CLARITI; (j) send spam or otherwise duplicative or unsolicited messages prohibited by applicable law; (k) to interfere with or disrupt the integrity or performance of the SAAS Services or the Apex Platform or the data contained therein; or (l) otherwise access or use the SAAS Services beyond the scope of the authorization expressly granted in this Agreement.

5. PROPRIETARY RIGHTS

5.1 Rights Reserved. CLARITI is and will remain the sole and exclusive owner of the Services, the CLARITI Platform and the CLARITI Marks, including without limitation any updates, modifications, customizations or derivative works thereof. Salesforce.com is and will remain the sole and exclusive owner of the Apex Platform and all related content, software and technologies. Except for the rights and licenses expressly granted in this Agreement, neither party grants to the other party any Intellectual Property Rights under this Agreement, and all such rights, title and interests are hereby retained and reserved.

5.2 Feedback. The Customer hereby grants to CLARITI a worldwide, royalty-free, transferable, sublicensable, irrevocable, perpetual, unrestricted license to use or incorporate into the Services any suggestions, enhancement requests, recommendations or other feedback provided by the Customer or its Users relating to the Services. For certainty, CLARITI will have no obligation to modify the Services to implement any suggestions, recommendations or other feedback provided by the Customer or its Users. Furthermore, for the purposes of improving the CLARITI Platform:

Access to Personnel. Customer will make available to CLARITI’s authorized representatives the personnel from the Customer’s leadership, IT, and user groups at CLARITI’s request with reasonable notice to provide feedback on the Services in the form of surveys, phone calls, video and face to face meetings.

Integration – Existing Salesforce Apps and Org. For the purposes of improving the Services’ integration into a Customer’s existing Salesforce Org with existing applications, within three (3) months of the initial order of any Services, the Customer or CLARITI partner will refresh the Full Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

4.B.b
Packet Pg. 292 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 4 CLARITI CLOUD INC.

Sandbox provided in Section 3.1(a) to match production, install the applicable Services in the refreshed Org, test business critical processes, resolve any conflicts, and then move CLARITI assets into the production environment. The CLARITI assets will be unconfigured.

6. CONFIDENTIALITY

6.1 Obligation. Receiving Party hereby acknowledges that the Disclosing Party’s Confidential Information is an asset of considerable value, the unauthorized use or disclosure of which would be damaging. Receiving Party will, during and subsequent to the Term: (a) keep the Confidential Information of the Disclosing Party confidential and use such Confidential Information solely for the purposes of exercising its rights and performing its obligations under this Agreement; (b) not directly, or indirectly, without authorization from the Disclosing Party reveal, report, publish, disclose or transfer such Confidential Information to any third party; (c) utilize procedures constituting a high degree of care to maintain the security of such Confidential Information and in no event less than a reasonable standard of care under the circumstances; and (d) disclose such Confidential Information to its employees and contractors, solely on a need-to-know basis as reasonably required under this Agreement, provided that, any access or disclosure to the Disclosing Party’s Confidential Information that is granted by the Receiving Party to its employees and contractors will first require the Receiving Party to enter into a written agreement with each such employee and contractor that contains confidentiality and non-use obligations that are at least as protective as the provisions hereof. For certainty, and notwithstanding the foregoing, Customer acknowledges and agrees that CLARITI may disclose Customer’s Confidential Information to Salesforce.com solely to the extent necessary to provide the Services in accordance with this Agreement.

6.2 Legal Disclosure. If a Receiving Party is required by law or court order to disclose any Confidential Information of the Disclosing Party, such Receiving Party will: (a) first notify the Disclosing Party of same in writing and without delay; and (b) cooperate with the Disclosing Party, and use its own best efforts, to limit any such disclosure to the minimum disclosure necessary to comply with such law or court order.

6.3 Return of Confidential Information. Subject to the terms of this Agreement, Receiving Party will return or irretrievably destroy the Confidential Information of the Disclosing Party within thirty (30) days after such request from the Disclosing Party. If requested by the Disclosing Party, the Receiving Party will provide a statutory declaration certifying the return or destruction (as applicable) within five (5) days thereafter.

6.4 Injunctive Relief. Each party acknowledges and agrees that should it breach its obligations of non-disclosure under this Section 6, the other party may suffer harm which may not be adequately compensated by monetary damages. In such event, the non-breaching party may, in addition to any other remedy available in law or equity, seek specific performance and injunctive or other equitable relief without bond or proof of damages.

7. CUSTOMER DATA

7.1 Ownership of Customer Data. As between CLARITI and the Customer, the Customer is and will remain the sole and exclusive owner of all Customer Data.

7.2 Consent and License of Customer Data. The Services may require that CLARITI and Salesforce.com access, use, process and transmit Customer Data, and certain modules of the SAAS Services or additional functionalities may result in Customer Data being transmitted from the Apex Platform to other computer systems. Customer authorizes and consents to such use of Customer Data by CLARITI and Salesforce.com, and hereby grants to CLARITI and Salesforce.com a non-exclusive, royalty free, world-wide right and license during the Term to access, copy, process and otherwise use Customer Data as may be required to provide and improve the Services, perform CLARITI’s obligations under this Agreement or to create Anonymized Data. For certainty, CLARITI will be the sole and exclusive owner of all Anonymized Data.

7.3 Storage/Return of Customer Data. Customer Data is stored by Salesforce.com in the Apex Platform and is subject to the SFDC Agreements. At any time upon request by Customer during the Term, and within thirty (30) days after the end of the Term, CLARITI will request that Salesforce.com return all Customer Data in the Apex Platform to Customer in accordance with SFDC Agreements. Notwithstanding anything in this Agreement, CLARITI and Salesforce.com are not responsible for the privacy, security or integrity of Customer Data that is transmitted outside the Apex Platform.

7.4 Customer Data Disclaimer. Customer Data will be disclosed to Salesforce.com as a result of the Customer’s use of the SAAS Services.

CLARITI has no control over, or any responsibility for, Salesforce.com’s collection, use, storage or disclosure of Customer Data. Except as otherwise provided in this Agreement, CLARITI makes no representation, warranty, condition or guarantee of any nature or kind whatsoever, whether express, implied or statutory, or arising from custom or trade usage or by any course of dealing or course of performance, regarding Customer Data, and disclaims any and all responsibility and liability for Customer Data to the fullest extent permitted by law.

7.5 Data Security. To the extent CLARITI will collect, access, use, store, dispose of, or disclose Confidential Information that constitutes Personal Information, the following provisions will apply. (1) CLARITI represents and warrants that it will comply with all applicable federal, state, and local privacy and data protection laws, as well as all other applicable regulations.
(2) CLARITI shall implement administrative, physical and technical safeguards to ensure security of the Personal Information, that are no less rigorous than accepted industry practices including National Institute of Standards and Technology (NIST) 800-53, Center for Internet Security (CIS) controls, the International Organization for Standardization’s standards (ISO/IEC 27001:2013 – Information Security Management Systems – Requirements and ISO-IEC 27002:2013 – Code of Practice for Information Security Controls), the American Institute of Certified Public Accountants trust principals for security, confidentiality, and availability (SOC 1 and SOC 2), and the Information Technology Library (ITIL) standards. Vendor shall ensure that all such safeguards, including the manner in which such Personal Information is collected, accessed, used, stored, processed, disposed of and disclosed, comply with all applicable data protection and privacy laws, as well as the terms and conditions of this Agreement. CLARITI shall provide City with copies of: (a) its Data and Server Security Plan (as periodically updated); (b) its Business Continuity/Disaster Recovery Plan (as periodically updated); and (c) its annual SSAE 16 SOC 2 Audit Report, subject to these documents being treated as Confidential Information under the terms of this Agreement. (3) If in the course of this engagement CLARITI has access to or will collect, access, use, store, process, dispose of or disclose credit, debit or other payment cardholder information, CLARITI shall at all times remain in compliance with the Payment Card Industry Data Security Standard (“PCI DSS”) requirements, including remaining aware at all times of changes to the PCI DSS and promptly implementing all procedures and practices as may be necessary to remain in compliance with the PCI DSS at CLARITI’s sole cost and expense.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Packet Pg. 293 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 5 CLARITI CLOUD INC.
(4) All employees given access to any Personal Information, must agree to abide by the terms of the Agreement and restrict use of such Personal Information, only for internal business purposes and only as necessary for the execution of the Agreement. (5) CLARITI’s failure to adequately protect such Personal Information, resulting in a Data Breach is a material breach of this Agreement.

In such event, City may terminate the Agreement effective immediately upon written notice to SaaS Provider without further liability or obligation to City.
(6) Upon City’s request, to confirm CLARITI’s compliance with this Agreement, as well as any applicable laws, regulations and industry standards, SaaS Provider grants City or, upon City’s election, a third party on City’s behalf, permission to perform an assessment, audit, examination or review of all controls in CLARITI’s physical or technical environment in relation to all Personal Information being handled and services being provided to City pursuant to this Agreement. CLARITI shall fully cooperate with such assessment by providing access to knowledgeable personnel, physical premises, documentation, infrastructure and application software that processes, stores or transports such Personal Information, for City pursuant to this Agreement. City may also request that CLARITI perform a self-audit of all security programs and controls. In addition, upon City’s request, CLARITI shall provide City with the results of any audit performed by or on behalf of CLARITI that assesses the effectiveness of CLARITI’s information security program as relevant to the security and confidentiality of Personal Information, shared during the course of this Agreement.
(7) CLARITI shall ensure all Personal Information, remains within the United States and is not transbordered out of the country without prior written authorization by City, which authorization may be withheld by City in its sole discretion.

7.6 Data Breach. In the event of any Data Breach affecting the Personal Information contemplated under Section 7.5, CLARITI shall promptly notify City and cooperate with any remedial and notification requirements. (1) Provider shall provide notice by email and telephone of any Data Breach as soon as possible, but no later than 24 hours after learning of the Data Breach. The notice shall include a detailed report of the information breached, including names, contact information, and data that was compromised.
(2) Immediately following notification of a Data Breach, CLARITI shall coordinate with City to jointly investigate the incident, and CLARITI agrees to (1) assist with any investigation; (2) provide City with access to facilities and operations impacted by the Data Breach; (3) provide status reports on any internal investigations as frequently as requested by City; (4) facilitate interviews with Vendor’s employees and others involved in the Data Breach; and (5) make available all relevant documents and data, electronic or in paper form, necessary to comply with all applicable laws, regulation, industry standards as otherwise requested by City. (3) CLARITI shall immediately remedy any Data Breach and, at CLARITI’s sole expense, take all necessary steps to prevent any further Data Breach in accordance with all applicable privacy rights, laws, regulations, and standards. (4) Subject to the requirements of applicable law or any of the CLARITI’s other legal obligations, CLARITI shall not inform any third party of a Data Breach without first obtaining City’s written consent to do so, other than to inform a complainant that the matter or inquiry has been forwarded to the appropriate City office for review or as otherwise required by lawCLARITI shall consult with City to determine (1) whether notice of a breach should be provided to any individuals, regulators, law enforcement agencies, consumer reporting agencies, or others as required by law, regulation, or otherwise in the City’s discretion; and (2) the content of any such notice, whether and what type of remediation may be offered, and the nature and extent of any such remediation. (5) CLARITI shall fully cooperate in any litigation or other action deemed necessary by the City following any Data Breach.

7.7 Personal Information. For certainty, except as provided in Section 7.2, CLARITI’s processing of Customer Data pursuant to this Agreement will not involve the use of Personal Information.

8. REPRESENTATIONS, WARRANTIES AND COVENANTS

8.1 Customer. Customer represents, warrants and covenants to CLARITI that now and at all times during the Term: (a) Customer has the right, power, capacity and authority to enter into and perform its obligations under this Agreement and to grant the licenses, authorizations and permissions set forth in this Agreement; (b) the Customer will ensure that it has obtained all necessary consents relating to Customer Data prior to making any such data available under this Agreement; (c) the provision of any Customer Data to CLARITI and the use of such Customer Data by CLARITI for the purposes described in this Agreement does not and will not violate or infringe the rights of any person; (d) all information provided by Customer to CLARITI in an Order or Change Order is true, accurate, current, and complete; and (e) the Customer will have sole responsibility for connectivity between the Customer Systems and the internet and the security of the Customer’s link to the SAAS Services.

8.2 CLARITI. CLARITI represents, warrants and covenants to Customer that now and at all times during the Term: (a) CLARITI has the corporate power, capacity and authority to enter into this Agreement, and (b) the Services will not infringe, or constitute an infringement or misappropriation of, any Intellectual Property Rights of any third party. CLARITI warrants to Customer that it will repair any functionality that was configured or developed by CLARITI pursuant to this Agreement and that has unexpectedly stopped working, all in accordance with the Technical Support Agreement attached as Exhibit B, provided that: (i) defects in functionality can only be diagnosed by CLARITI; (ii) CLARITI is not required to repair any configuration or development performed by a non-CLARITI entity and any functionality related to nonCLARITI payment processing (iii) the Customer is up to date on the latest CLARITI managed package release updates; (iv) the Customer is currently in an active Term and paying for all Services; and (v) Customer agrees (A) that their technical staff or system integrator staff are responsible for performing appropriate due diligence and testing of new CLARITI releases in a sandbox or pre-production environment prior to deploying these releases to the production environment, and (B) CLARITI is not required to repair issues that arise due to not performing appropriate due diligence and testing.

9. TERMINATION AND SUSPENSION

9.1 Termination for Cause. Either party may terminate this Agreement immediately upon notice if the other party fails to correct a material breach of its obligations under this Agreement within thirty (30) days after receipt by such other party of written notification from the notifying party of such material breach. This Agreement will automatically and immediately terminate if Customer’s access to and use of the Apex Platform is prohibited by Salesforce.com.

Docusign Envelope ID: 0DC1B09A-5BFD-4AB5-BFE0-A40E4872C87D

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Packet Pg. 294 Attachment: Fully_Executed_Speridian_Contract (7195 : Award Maintenance Agreement to Clariti for 3 Additional Years of Permitting System 6 CLARITI CLOUD INC.

9.2 Effect of Termination. Upon termination or expiry of this Agreement for any reason pursuant to this Agreement: (a) all Orders in effect will immediately terminate; (b) CLARITI will deliver to the Customer a final statement of account and/or invoice for fees and charges accrued up to and including the date of termination or expiry, and Customer will promptly pay all such outstanding fees and charges; and (c) any provision of this Agreement that imposes an obligation after termination or expiry of this Agreement will survive such termination or expiry, including without limitation, Sections: 3, 5, 6, 7 and 9 – 13 (inclusive).

9.3 Suspension of Services. CLARITI may suspend, terminate or limit, in CLARITI’s discretion, Customer’s (or any of its Users’) access to or use of the Services, or any part of it, with reasonable notice in order to: (a) prevent damage to, or degradation of the integrity of, CLARITI Systems or Customer Systems; or (b) comply with any law, regulation, court order or other governmental request or order. CLARITI will use commercially reasonable efforts to notify Customer of any such limitation, suspension or termination action as soon as reasonably practicable.

In the event of a limitation or suspension, CLARITI will restore Customer’s access to the Services when CLARITI determines the event has been resolved. Nothing in this Agreement will limit CLARITI’s right to take any action or invoke remedies or will act as a waiver of CLARITI’s rights in any way with respect to any of the foregoing activities. Unless found to be done in bad faith, no such suspension will be a breach of this Agreement by CLARITI, entitle Customer to a refund or suspension of fees, or give rise to any liability by CLARITI to Customer or any other person.

10. INDEMNITY

10.1 Customer. Customer will defend, indemnify, and save and hold harmless CLARITI and its directors, officers, and personnel from and against all third-party claims, demands, actions, causes of action, damage, loss, suits, proceedings, costs, liabilities, expenses and charges arising from, connected with, or relating to: (a) Customer’s use of the Services and the Apex Platform; or (b) any actual or alleged negligence, willful misconduct or breach of this Agreement by Customer or any other person for whom Customer is under this Agreement or in law responsible. Customer will assist and co-operate as fully as reasonably required by CLARITI in the defence of all third-party claims and thirdparty proceedings.

10.2 CLARITI. CLARITI will defend, indemnify, and save and hold harmless Customer and its personnel and representatives from and against all third-party claims, demands, actions, causes of action, damage, loss, suits, proceedings, costs, liabilities, expenses and charges arising from, connected with, or relating to: (a) any actual gross negligence, willful misconduct or material breach of this Agreement by CLARITI or any other person for whom CLARITI is under this Agreement or in law responsible; or (b) allegations that the Services infringe or misappropriate any Intellectual Property Rights of a third-party, except to the extent resulting from (i) Customer’s modification of the Services, or combination by Customer of the Services with other third-party products or services, if the Services would not have been infringing but for such modification or combination, (ii) Customer’s use of the Services in a manner not authorized herein or for which it was not designed, (iii) Customer’s failure to use an updated, non-infringing version of the applicable intellectual property to the extent Customer was notified that the update cured an infringement, or (iv) changes to the Services made by CLARITI at the direction of the Customer. CLARITI will assist and co-operate as fully as reasonably required by Customer in the defence of all third-party claims and third-party proceedings.

10.3 Possible Infringement. If CLARITI becomes aware of an allegation that the Services infringe a third party’s Intellectual Property Rights, then CLARITI may: (a) obtain the right for the Customer, at CLARITI’S expense, to continue using the Services; (b) provide a non-infringing functionally equivalent replacement for the Services to the Customer; or (c) modify the Services so that they no longer infringe such third party’s Intellectual Property Rights.

11. DISCLAIMER

EXCEPT FOR THE EXPRESS REPRESENTATIONS AND WARRANTIES PROVIDED IN THIS AGREEMENT, THE SAAS SERVICES AND THE CLARITI PLATFORM ARE PROVIDED “AS-IS”, AND CLARITI HEREBY DISCLAIMS ANY AND ALL GUARANTEES, REPRESENTATIONS, CONDITIONS AND WARRANTIES

REGARDING THE SAAS SERVICES AND THE CLARITI PLATFORM, WHETHER IMPLIED OR STATUTORY, ORAL OR OTHERWISE, ARISING UNDER ANY

LAW OR OTHERWISE, INCLUDING WITHOUT LIMITATION, ANY GUARANTEES, REPRESENTATIONS, CONDITIONS AND WARRANTIES WITH RESPECT TO ACCURACY; CAPACITY; COMPLETENESS; DELAYS; DURABILITY; SECURITY; FITNESS FOR A PARTICULAR PURPOSE; LACK OF VIRUSES OR OTHER HARMFUL COMPONENT, ERRORS, INTERRUPTED SERVICE; MERCHANTABILITY; NON-INFRINGEMENT; PERFORMANCE; QUALITY; RESULTS; SUITABILITY; TIMELINESS; TITLE; OR WORKMANLIKE EFFORT. THE SERVICES AND THE APEX PLATFORM MAY BE AFFECTED BY NUMEROUS FACTORS BEYOND CLARITI’S CONTROL. SECURITY AND PRIVACY RISKS CANNOT BE ELIMINATED. EXCEPT AS EXPRESSLY PROVIDED IN THIS AGREEMENT, ACCESS AND USE OF THE SERVICES IS AT THE CUSTOMER’S SOLE RISK.

Santa Monica City CouncilMarch 24, 2026

Santa Monica City Council
March 24, 2026