City of South Pasadena Page 1
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CITY OF SOUTH PASADENA
CITY COUNCIL
A G E N D A
SPECIAL MEETING
CLOSED SESSION
WEDNESDAY, FEBRUARY 2, 2022
5:30 P.M.
CITY MANAGER’S CONFERENCE ROOM, SECOND FLOOR, CITY HALL 1414 MISSION STREET, SOUTH PASADENA, CA 91030
VIA ZOOM TELECONFERENCE
NOTICE ON PUBLIC PARTICIPATION & ACCESSIBILITY
The South Pasadena Special City Council Meeting Closed Session for February 2, 2022 will be conducted virtually in the City Manager’s Conference Room, Second Floor, City Hall, 1414 Mission Street, South Pasadena. Pursuant to, Government Code section 54953, subdivision (e)(3), the City Council may also allow public participation to continue via live public comment conducted over ZOOM.
Please be advised that to ensure the health and safety of the public, staff, and City Council, the meeting will be held virtually.
Public comment regarding items on the Closed Session agenda will be taken at the beginning of the meeting. The public will be released from the meeting so that the Council can convene closed session discussion of items allowed under the Government Code. Any reportable action taken in closed session will be reported by the City Attorney during the next open session meeting.
The Meeting will be available
• Via Zoom:
https://us06web.zoom.us/j/2264427248?pwd=aEFuSGszQ2I5WjJkemloTms0RTlVUT09 ID: 226 442 7248
Public Comments participation may be made as follows:
• Written Comment submitted by no later than meeting day, 12:00 PM, deadline via the website. • Via Zoom by raising hand function.
To maximize public safety while still maintaining transparency and public access, members of the public can observe the public portion of the meeting via Zoom in one of the three methods below.
1. Go to the Zoom website, https://zoom.us/join and enter the Zoom Meeting information; or
2. Click on the following unique Zoom meeting link:
https://us06web.zoom.us/j/2264427248?pwd=aEFuSGszQ2I5WjJkemloTms0RTlVUT09 or
3. You may listen to the meeting by calling: +1-669-900-6833 and entering the Zoom Meeting ID and Passcode when prompted.
For additional Zoom assistance with telephone audio, you may find your local number at:
https://zoom.us/u/aiXV0TAW2
Closed Session Agenda
5:30 PM South Pasadena City Council February 2, 2022
City of South Pasadena Page 2:2
274193.1
CALL TO ORDER: Mayor Michael Cacciotti
ROLL CALL: Mayor Michael Cacciotti
Mayor Pro Tem Jon Primuth
Councilmember Jack Donovan
Councilmember Diana Mahmud
Councilmember Evelyn G. Zneimer
Participants will be able to “raise their hand” using the Zoom icon during the meeting, and they will have their microphone un-muted during comment portions of the agenda to speak for up to 3 minutes per item.
CLOSED SESSION AGENDA ITEMS
A. PUBLIC EMPLOYMENT- PERFORMANCE EVALUATION
(Government Code Section 54957(b)(1))
Title: City Manager
B. CONFERENCE WITH LEGAL COUNSEL: LIABILITY CLAIMS
(Government Code Section 549561)
Claimant: Sirin Ozen Hallberg
Agency Claimed Against: City of South Pasadena
C. CONFERENCE WITH LEGAL COUNSEL: REAL PROPERTY NEGOTIATIONS (Government Code Section 54956.8)
Property Address: 815 Mission Street, South Pasadena (portion thereof) APN: 5315-020-900
Agency Negotiator: Arminé Chaparyan, City Manager
Under Negotiations: Price and Terms
PUBLIC COMMENT
CERTIFICATION OF POSTING
This Special City Council Closed Session Meeting agenda was duly posted for the meeting to be held on February 2, 2022, on the bulletin board in the courtyard of City Hall at 1414 Mission Street, South Pasadena, CA 91030, and on the City’s, website as required by law, on the date listed below.
I declare under penalty of perjury that I posted this notice of agenda for aforementioned said meeting on the date signed and written below, and that same also appears on the City’s website as required by California law.
01/27/22 Christina A. Muñoz
Date Christina A. Muñoz
Deputy City Clerk
City of South Pasadena Page 1
CALL TO ORDER: Mayor Michael Cacciotti
ROLL CALL: Mayor Michael Cacciotti
Mayor Pro Tem Jon Primuth
Councilmember Jack Donovan
Councilmember Diana Mahmud
Councilmember Evelyn G. Zneimer
PLEDGE OF ALLEGIANCE: Councilmember Jack Donovan
CITY OF SOUTH PASADENA
CITY COUNCIL
A G E N D A
REGULAR MEETING
WEDNESDAY, FEBRUARY 2, 2022 AT 7:00 P.M.
CITY COUNCIL CHAMBERS
1424 MISSION STREET, SOUTH PASADENA, CA 91030
VIA ZOOM TELECONFERENCE
South Pasadena City Council Statement of Civility
As your elected governing board, we will treat each other, members of the public, and city employees with patience, civility and courtesy as a model of the same behavior we wish to reflect in South Pasadena for the conduct of all city business and community participation. The decisions made tonight will be for the benefit of the South Pasadena community and not for personal gain.
NOTICE ON PUBLIC PARTICIPATION & ACCESSIBILITY
Pursuant to AB 361 Government Code section 54953, subdivision (e)(3), the City Council may conduct its meetings remotely and may be held via video conference. Pursuant to such Executive Order, the City Council may participate remotely and not be physically present in the City Council Chambers. Until further notice and as such Executive Orders remain in effect, the City Council may also allow public participation to continue via live public comment conducted over ZOOM.
The South Pasadena City Council Meeting for February 2, 2022 will be conducted virtually from the Council Chambers, Amedee O. “Dick” Richards, Jr., located at 1424 Mission Street, South Pasadena.
Please be advised that pursuant to government code, and to ensure the health and safety of the public, staff, and City Council, as the Council Chambers will not be open to the public for the meeting and members of the public may attend and/or participate by the following means:
The Meeting will be available
• Live Broadcast via the website – http://www.spectrumstream.com/streaming/south_pasadena/live.cfm • Via Zoom – Webinar ID: 825 9999 2830
To maximize public safety while still maintaining transparency and public access, members of the public can observe the meeting via Zoom in one of the methods below.
1. Go to the Zoom website, https://zoom.us/join and enter the Zoom Meeting information; or
2. Click on the following unique Zoom meeting link:
https://us06web.zoom.us/j/82599992830or
3. You may listen to the meeting by calling: +1-669-900-6833 and entering the Zoom Meeting ID and Passcode when prompted.
For additional Zoom assistance with telephone audio, you may find your local number at:
https://zoom.us/u/aiXV0TAW2
Corrected Agenda.
Regular Meeting Agenda South Pasadena City Council February 2, 2022 City of South Pasadena Page 2:6
CLOSED SESSION ANNOUNCEMENTS
1. CLOSED SESSION ANNOUNCEMENTS
PUBLIC COMMENT AND SUGGESTIONS
The City Council welcomes public input. If you would like to comment on an agenda item, members of the public may participate by means of one of the following options:
Option 1:
Participants will be able to “raise their hand” using the Zoom icon during the meeting, and they will have their microphone un-muted during comment portions of the agenda to speak for up to 3 minutes per item. (Note: For the purpose of best ensuring that all of the agenda items are considered at the Council Meeting, the Mayor may exercise the Chair's discretion, subject to the approval of the majority of the City Council, to limit public comment(s) to less than 3 minutes on any given agenda item).
Option 2:
Email public comment(s) to [email protected].
Public Comments received in writing will not be read aloud at the meeting, but will be part of the meeting record.
Written public comments will be uploaded online for public viewing under Additional Documents. There is no word limit on emailed Public Comment(s). Please make sure to indicate:
1) Name (optional), and
2) Agenda item you are submitting public comment on.
3) Submit by no later than 12:00 p.m., on the day of the Council meeting.
NOTE: Pursuant to State law, the City Council may not discuss or take action on issues not on the meeting agenda, except that members of the City Council or staff may briefly respond to statements made or questions posed by persons exercising public testimony rights (Government Code Section 54954.2). Staff may be asked to follow up on such items.
PUBLIC COMMENT
2. PUBLIC COMMENT – GENERAL
3. PROCLAMATION DECLARING FEBRUARY 2022 AS “BLACK HISTORY MONTH” IN THE
CITY OF SOUTH PASADENA
4. LIBRARY BOARD OF TRUSTEES
Recommendations
1. Appoint the following to a full three-year term ending December 31, 2025:
• Fred J. Pratt to Library Board of Trustees
• Kenneth I. Gross to Library Board of Trustees
PRESENTATIONS
COMMISSION APPOINTMENTS
Regular Meeting Agenda South Pasadena City Council February 2, 2022 City of South Pasadena Page 3:6
COMMUNICATIONS
5. COUNCILMEMBER COMMUNICATIONS
Time allotted per Councilmember is 3 minutes. Additional time will be allotted at the end of the City Council meeting agenda, if necessary.
6. CITY MANAGER COMMUNICATIONS
7. REORDERING OF, ADDITIONS, OR DELETIONS TO THE AGENDA
CONSENT CALENDAR
OPPORTUNITY TO COMMENT ON CONSENT CALENDAR
Items listed under the consent calendar are considered by the City Manager to be routine in nature and will be enacted by one motion unless a public comment has been received or Councilmember requests otherwise, in which case the item will be removed for separate consideration. Any motion relating to an ordinance or a resolution shall also waive the reading of the ordinance or resolution and include its introduction or adoption as appropriate.
8. APPROVAL OF PREPAID WARRANTS IN THE AMOUNT OF $8,945.53; GENERAL CITY WARRANTS IN THE AMOUNT OF $831,488.44; SUPPLEMENTAL ACH PAYMENTS IN THE AMOUNT OF $15,345.20; VOIDS IN THE AMOUNT OF ($78.00); TRANSFERS IN THE AMOUNT OF $14,731.63: PAYROLL IN THE AMOUNT OF $1,570,081.28 Recommendation
It is recommended that the City Council approve the Warrants as presented.
9. ADOPTION OF A RESOLUTION AUTHORIZING THE COUNTY OF LOS ANGELES
AGRICULTURE COMMISSIONER TO INSPECT AND ABATE WEEDS, BRUSH AND NATIVE
VEGETATION DECLARED TO BE AN EXISTING OR POTENTIAL FIRE HAZARD, AND SCHEDULE A PUBLIC HEARING TO BE HELD ON FEBRUARY 16, 2022 TO HEAR
OBJECTIONS OR PROTESTS TO THE VEGETATION MANAGEMENT PROGRAM Recommendation
It is recommended that the City Council adopt the resolution authorizing the County of Los Angeles Agriculture Commissioner to inspect and abate weeds, brush and native vegetation declared to be an existing or potential fire hazard, and schedule a Public Hearing to be held on February 16, 2022 to hear objections or protests to the vegetation management program.
10. ADOPTION OF A RESOLUTION AUTHORIZING REMOTE TELECONFERENCE MEETINGS
OF THE LEGISLATIVE BODIES OF THE CITY
Recommendation
It is recommended that the City Council approve the attached authorizing remote teleconference meetings of the legislative bodies of the City.
11. SECOND READING AND ADOPTION OF AN ORDINANCE AMENDING CHAPTER 36 (ZONING) OF THE SOUTH PASADENA MUNICIPAL CODE PERTAINING TO ACCESSORY DWELLING UNITS (ADUS) INCLUDING SECTION 36.350.200.J (DESIGN STANDARDS FOR Regular Meeting Agenda South Pasadena City Council February 2, 2022 City of South Pasadena Page 4:6
HISTORIC PROPERTIES) AND ADOPTION OF DESIGN GUIDELINES FOR ADU
DEVELOPMENT ON HISTORIC PROPERTIES
ORDINANCE
AN ORDINANCE OF THE CITY OF SOUTH PASADENA AMENDING CHAPTER 36 (“ZONING”), ARTICLE III (“SITE PLANNING AND GENERAL DEVELOPMENT STANDARDS”), SECTION 36.350.200 (“RESIDENTIAL USES—ACCESSORY DWELLING UNITS”) OF THE CITY OF SOUTH PASADENA MUNICIPAL CODE Recommendation
It is recommended that the City Council:
1. Read by title only for second reading, waiving further reading, and adopt an ordinance to amend Chapter 36 (Zoning)of the South Pasadena Municipal Code (SPMC) pertaining to Accessory Dwelling Units (ADUs) including Section 36.350.200.J (Design Standards for Historic Properties); and
2. Adopt Design Guidelines for ADU Development on Historic Properties.
12. AUTHORIZE CELL TOWER REVENUE USAGE
Recommendation
It is recommended that the City Council authorize:
1. The City Manager to execute the creation of an OPEB (Other Post-Employment Benefits) trust;
2. The placement of $1,125,000 of General Fund Reserves into the new OPEB trust;
3. Appropriation of $4,374,439 – the Cell Tower Revenues from General Fund Reserves to pay down the current Unfunded Actuarial Liability (UAL);
4. Appropriation of $1,000,000 reserved for paydown of pension and medical liabilities;
5. The payment of $2,847,124 into the City’s Sworn Safety CalPERS (PERS)plan; and
6. The payment of $1,402,315 into the City’s Miscellaneous PERS plan.
13. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SOUTH PASADENA CONDEMNING THE CITY’S HISTORY AS A SUNDOWN TOWN AND PAST PRACTICES OF INSTITUTIONALIZED RACISM; TAKE ACTION TO JOIN THE GOVERNMENT ALLIANCE ON RACE & EQUITY (GARE); DIRECT STAFF TO ENGAGE IN ADDITIONAL EQUITYDEVELOPING ACTIVITIES Recommendation
It is recommended that the City Council:
1. Adopt a resolution entitled “Resolution of the City Council of the City of South Pasadena Condemning the City’s History as a Sundown Town and Past Practices of Institutionalized Racism”; and
2. Direct staff to attend information sessions on the Government Alliance on Race & Equity (GARE) and discuss the membership with our neighboring cities; and
3. Direct staff to engage in the following Equity-Developing Activities:
a. Review the deeds of properties currently owned by the City or owned in the future in coordination with LA County Registrar Recorder adoption and implementation plan; remove any existing racially restrictive housing covenants; and for any property purchased in the future remove the racially restrictive housing covenant prior accepting property;
ACTION / DISCUSSION
Regular Meeting Agenda South Pasadena City Council February 2, 2022 City of South Pasadena Page 5:6
b. Hire artists to perform at the Music in the Parks reflecting a wide variety of cultural backgrounds, countries, and sounds;
c. Support an annual community forum in demonstration of South Pasadena’s commitment to promote diversity, equity and inclusion in the community; hosted by Assistant to the City Manager Tamara Binns;
d. Continue to support the spirit of inclusionary initiatives proposed by county legislation, budget proposals, and policies that would reverse past racist policies and reduce racial disparities consistent with this Resolution, and actively oppose state and county legislation, budget proposals, and policies that would impede the goals of the Resolution Condemning the City’s History as a Sundown Town and Past Practices of Institutionalized Racism”;
e. Continue to promote diversity in the membership of city commissions; and f. Continue to provide diversity, equity, and inclusion training for all city employees.
14. APPROVAL OF AGREEMENT FOR A FIVE-YEAR CONTRACT TO THE SOUTH PASADENA CHAMBER OF COMMERCE FOR THE OPERATION OF THE SOUTH PASADENA FARMERS’ MARKET
Recommendation
It is recommended that the City Council approve a five (5) year Contract with the South Pasadena Chamber of Commerce for the operation of the South Pasadena Farmers’ Market.
15. INVESTMENT PHILOSOPHY
Recommendation
It is recommended that the City Council
1. Review report; and
2. Provide input regarding future investment philosophy.
ADJOURNMENT
FOR YOUR INFORMATION
FUTURE CITY COUNCIL MEETINGS
February 16, 2022 Regular City Council Meeting Council Chamber 7:00 p.m.
February 23, 2022 Special City Council Meeting Council Chamber 6:30 p.m.
March 2, 2022 Regular City Council Meeting Council Chamber 7:00 p.m.
PUBLIC ACCESS TO AGENDA DOCUMENTS AND BROADCASTING OF MEETINGS City Council meeting agenda packets, any agenda related documents, and additional documents are available online for public inspection on the City’s website:
https://www.southpasadenaca.gov/government/city-council-meetings/2021-council-meetings Regular meetings are live streamed via the internet at:
http://www.spectrumstream.com/streaming/south_pasadena/live.cfm
AGENDA NOTIFICATION SUBSCRIPTION
If you wish to receive an agenda email notification please contact the City Clerk’s Division via email at [email protected] or call (626) 403-7230.
Regular Meeting Agenda South Pasadena City Council February 2, 2022 City of South Pasadena Page 6:6
ACCOMMODATIONS
The City of South Pasadena wishes to make all of its public meetings accessible to the public. If special assistance is needed to participate in this meeting, please contact the City Clerk's Division at (626) 403-7230 or [email protected]. Upon request, this agenda will be made available in appropriate alternative formats to persons with disabilities. Notification at least 48 hours prior to the meeting will assist staff in assuring that reasonable arrangements can be made to provide accessibility to the meeting (28 CFR 35.102-35.104 ADA Title II).
CERTIFICATION OF POSTING
I declare under penalty of perjury that I posted this notice of agenda for the meeting to be held on February 2, 2022, on the bulletin board in the courtyard of City Hall at 1414 Mission Street, South Pasadena, CA 91030, and on the City’s, website as required by law, on the date listed below. 1/27/2021 /S/
Date Christina A. Muñoz, Deputy City Clerk
Declaring February 2022 as
“Black History Month”
in the City of South Pasadena
WHEREAS, the City of South Pasadena recognizes and values diversity, equity, and inclusion within our community; and,
WHEREAS, the migration of African Americans to all parts of the United States and throughout the world have led to countless indelible contributions in the fields of science, medicine, law, social justice, athletics, the arts, government, and more; and,
WHEREAS, the presence of African Americans in our community continues to enhance the quality of life in the City of South Pasadena; and,
WHEREAS, Black History Month can be traced back to 1926 when the writer and scholar Dr.
Carter G. Woodson, the “Father of Black History Month” began the annual observance to help rectify the omission of African Americans from history books; and
WHEREAS, in 1976, as America observed its bicentennial, the week-long commemoration was expanded to one month and is celebrated today as Black History Month; and WHEREAS, the City of South Pasadena understands that African Americans have endured egregious discrimination and bigotry throughout the course of our Nation’s history, conflicting with the core values of the City of South Pasadena; and
WHEREAS, Black History Month calls on our collective need to recognize and combat racism, and to continue to build a community that embraces all ages, races, religions, and genders; and, WHEREAS, Black History Month is a time where all citizens are encouraged to reflect on past successes and challenges of Black communities, and to look to the future to ensure freedom, equity, and inclusiveness.
NOW, THEREFORE, I, Michael Cacciotti, Mayor of the City of South Pasadena, on behalf of the City Council, do hereby proclaim the month of February 2022 as Black History Month in the City of South Pasadena, and invite everyone to celebrate the diversity and character of our community and highlight the importance of sharing our culture, customs and traditions with those around us. _/s/___________________ February 2, 2022
Michael A. Cacciotti, Mayor Date
3 - 1
Item No. 3
Memo
Date: February 2, 2022
To: The Honorable City Council
From: Michael A. Cacciotti, Mayor
Re: Commission Appointments and Re-appointments
I propose to appoint the following to a full three-year term ending December 31, 2025:
• Fred J. Pratt to Library Board of Trustees
• Kenneth I. Gross to Library Board of Trustees
City of South Pasadena
Management Services Department
4 - 1
Item No. 4
8 - 1
8 Approval of Warrants
February 2, 2022
Commission Review and Recommendation
This matter was not reviewed by a Commission.
Legal Review
The City Attorney has not reviewed this item.
Public Notification of Agenda Item
The public was made aware that this item was to be considered this evening by virtue of its inclusion on the legally publicly noticed agenda, posting of the same agenda and reports on the City’s website.
Attachments:
1. Warrant Summary
2. Prepaid Warrant List
3. General City Warrant List
4. Supplemental ACH Payments
5. Voids
6. Payroll
8 - 2
ATTACHMENT 1
Warrant Summary
8 - 3
City of South Pasadena
Demand/Warrant Register Date 02.02.2022
Recap by fund Fund No.
Prepaid Written
General Fund 101 8,494.08 321,906.35
Insurance Fund 103 - -
Street Improvement Program 104 - -
Facilities & Equip.Cap. Fund 105 - -
Programs and Projects 107 - -
Local Transit Return "A" 205 - -
Local Transit Return "C" 207 - -
TEA/Metro 208 - -
Sewer Fund 210 - 21,513.02
CTC Traffic Improvement 211 - -
Street Lighting Fund 215 - 37,787.20
Public,Education & Govt Fund 217 - -
Clean Air Act Fund 218 - -
Business Improvement Tax 220 - 21,100.00
Gold Line Mitigation Fund 223 - -
Mission Meridian Public Garage 226 - -
Housing Authority Fund 228 - -
State Gas Tax 230 100.77 2,087.68
County Park Bond Fund 232 - 3,610.61
Measure R 233 - -
Measure M 236 - -
Road Maint & Rehab (SB1) 237 - -
MSRC Grant Fund 238 - -
Measure W 239 - -
Measure H 241 - -
Prop C Exchange Fund 242 - -
Bike & Pedestrian Paths 245 - -
BTA Grants 248 - -
Golden Street Grant 249 - -
Capital Growth Fund 255 - -
CDBG 260 - -
Asset Forfeiture 270 - -
Police Grants - State 272 - 100,000.00
Homeland Security Grant 274 - -
Park Impact Fees 275 - -
Historic Preservation Grant 276 - -
HSIP Grant 277 - -
Arroyo Seco Golf Course 295 - -
Sewer Capital Projects Fund 310 - -
Water Fund 500 350.68 323,483.58
Water Efficinency Fund 503 - -
2016 Water Revenue Bonds Fund 505 - -
SRF Loan - Water 506 - -
Water & Sewer Impact Fee 510 - -
Public Financing Authority 550 - -
Payroll Clearing Fund 700 - -
-
Column Totals: 8,945.53 831,488.44
Recap by fund Fund No.
Prepaid Written
RSA 227 - -
RSA Report Totals: - -
City Report Totals: 840,433.97
Payroll Period Ending: 01/06/2022 3,495.11
Payroll Period Ending: 01/07/2022 880,498.26
Payroll Period Ending: 01/10/2022 6,646.93
Payroll Period Ending: 01/21/2022 679,440.98
Wire Transfer Out - To LAIF
Wire Transfer In - From LAIF
Wire Transfer - RSA
Wire Transfer Out - To Acct. # 2413 14,731.63
Wire Transfer Out - To Acct. # 1936
Supplemental ACH Payments 15,345.20
Voids - Prepaid
Voids - General Warrant (78.00)
Grand Report Total: 2,440,514.08
Amounts
Michael A. Cacciotti, Mayor
City Clerk
Amounts
Kenneth L. Louie, Interim Finance Director
8 - 4
ATTACHMENT 2
Prepaid Warrant List
8 - 5
Accounts Payable
User:
Printed:
EAlvarez
1/25/2022 8:24 PM
Checks by Date - Detail by Check Date
Check No Vendor No Vendor Name Check Date Check Amount
Invoice No Description Reference
ACH ZOLL8021 Zoll Medical Corporation 01/20/2022
3414127 Medical Supplies: CPR Electrode & Rainbow Patient Cable 1,622.29 Total for this ACH Check for Vendor ZOLL8021: 1,622.29
313793 AMDA6710 Jose L. Almeda 01/20/2022
10/29/2021 2021 Mileage Reimbursement for Call Out - 10/29/2021 22.40 11/19/2021 2021 Mileage Reimbursement for Call Out - 11/19/2021 22.40 Total for Check Number 313793: 44.80
313794 AMST8020 Armstrong Lock & Safe 01/20/2022
64413 Keys for Police Department 41.89
64434 Keys for Police Department 75.52
Total for Check Number 313794: 117.41
313795 BOEQ8100 Board of Equalization 01/20/2022
44-010139 Underground Storage Tank Fee - January - December 2021 58.29 44-010139 Underground Storage Tank Fee - January - December 2021 303.88 44-010139 Underground Storage Tank Fee - January - December 2021 7.07 44-010139 Underground Storage Tank Fee - January - December 2021 7.07 44-010139 Underground Storage Tank Fee - January - December 2021 7.07 Total for Check Number 313795: 383.38
313796 CDTF3010 California Department of Tax & Fee Administration 01/20/2022 57-425081 Diesel Tax Fee for 4TH Quarter 2021 346.99
Total for Check Number 313796: 346.99
313797 ACHW5270 Annie Chow 01/20/2022
117924 Refund Breakfast W/ Santa Purcahase - Refund # 117924 126.00 Total for Check Number 313797: 126.00
313798 JMCB6710 Jose Manuel Cipres Bravo 01/20/2022
10/18/2021 2021 Mileage Reimbursement for Call Out - 10/18/2021 20.50 10/22/2021 2021 Mileage Reimbursement for Call Out - 10/22/2021 @ 12:45PM 20.50 10/22/2021-2 2021 Mileage Reimbursement for Call Out - 10/22/2021 @ 9:15am 20.50 11/29/2021 2021 Mileage Reimbursement for Call Out - 11/29/2021 20.50 12/03/2021 2021 Mileage Reimbursement for Call Out - 12/03/2021 20.50 Total for Check Number 313798: 102.50
313799 ELGD5270 Elizabeth Gudino 01/20/2022
118114 Refund Class due to Inability to Attend - Reissue 78.00 Total for Check Number 313799: 78.00
313800 HDLC3011 HdL Coren & Cone 01/20/2022
AP Checks by Date - Detail by Check Date (1/25/2022 8:24 PM) Page 1 8 - 6
Check No Vendor No Vendor Name Check Date Check Amount
Invoice No Description Reference
SIN011396 2020-2021 ACFR Statistical Package 795.00
Total for Check Number 313800: 795.00
313801 ADHA6116 Adam Herrera 01/20/2022
11/11/2021 2021 Mileage Reimbursement for Call Out - 11/11/2021 @6PM 22.84 11/11/2021-2 2021 Mileage Reimbursement for Call Out - 11/11/2021 @12:30PM 22.84 11/12/2021 2021 Mileage Reimbursement for Call Out - 11/12/2021 22.84 11/14/2021 2021 Mileage Reimbursement for Call Out - 11/14/2021 22.84 Total for Check Number 313801: 91.36
313802 HUHS6116 Hugo Houston 01/20/2022
10/12/2021 2021 Mileage Reimbursement for Call Out - 10/11/2021 9.41 Total for Check Number 313802: 9.41
313803 KVMC6710 Kelvin Machado 01/20/2022
10/24/2021 2021 Mileage Reimbursement for Call Out - 10/24/2021 18.25 11/12/2021 2021 Mileage Reimbursement for Call Out - 11/12/2021 18.25 11/13/2021 2021 Mileage Reimbursement for Call Out - 11/13/2021 18.25 11/14/2021 2021 Mileage Reimbursement for Call Out - 11/14/2021 18.25 Total for Check Number 313803: 73.00
313804 TLBTMRYA Marya Talbot 01/20/2022
117848 Refund Skateside Thanksgiving Camp 368.00
Total for Check Number 313804: 368.00
313805 TLFX5011 Teleflex LLC 01/20/2022
9504795660 Medical Supplies: EZ-IO 25MM Needle Box 1,228.25 Total for Check Number 313805: 1,228.25
313806 EDVL6010 Edgar Villalobos 01/20/2022
10/15/2021 2021 Mileage Reimbursement for Call Out - 10/15/2021 @ 10:17AM 21.73 10/15/2021-2 2021 Mileage Reimbursement for Call Out - 10/15/2021 @ 1PM 21.73 10/29/2021 2021 Mileage Reimbursement for Call Out - 10/29/2021 21.73 10/31/2021 2021 Mileage Reimbursement for Call Out - 10/31/2021 @ 1:44PM 21.73 10/31/2021-2 2021 Mileage Reimbursement for Call Out - 10/31/2021 @ 10:06PM 21.73 11/28/2021 2021 Mileage Reimbursement for Call Out - 11/28/2021 21.73 Total for Check Number 313806: 130.38
313807 WIT6353 Wittman Enterprises LLC 01/20/2022
2111059 Paramedic Billing Services: November 2021 3,428.76 Total for Check Number 313807: 3,428.76
Total for 1/20/2022: 8,945.53
Report Total (16 checks): 8,945.53
AP Checks by Date - Detail by Check Date (1/25/2022 8:24 PM) Page 2 8 - 7
ATTACHMENT 3
General City Warrant List
8 - 8
Accounts Payable
User:
Printed:
ealvarez
1/26/2022 3:42 PM
Checks by Date - Detail by Check Date
Check No Vendor No Vendor Name Check Date Check Amount
Invoice No Description Reference
ACH ACTM3010 Accountemps (Robert Half International) 02/02/2022 58524991 Accounting & Financial Services: W/E 09/24/2021 2,550.00 58573430 Accounting & Financial Services: W/E 10/01/2021 3,400.00 58617574 Accounting & Financial Services: W/E 10/08/2021 1,700.00 58663647 Accounting & Financial Services: W/E 10/15/2021 850.00 Total for this ACH Check for Vendor ACTM3010: 8,500.00
ACH ATGC8530 Acorn Technology Services 02/02/2022
95448 Acorn Technology Services 12/01/2021 - 12/31/2021 22,525.00 Total for this ACH Check for Vendor ATGC8530: 22,525.00 ACH BAK0366 Baker & Taylor Entertainment 02/02/2022
H55508870 DVDs/ CDs 24.78
H58814940 DVDs/ CDs 231.40
H58815030 DVDs/ CDs 91.69
H58903950 DVDs/ CDs 40.78
H58921310 DVDs/ CDs 33.04
H58936970 DVDs/ CDs 34.99
H58944460 DVDs/ CDs 16.52
H58952350 DVDs/ CDs 28.93
H59060540 DVDs/ CDs 64.47
H59177530 DVDs/ CDs 123.81
H59195390 DVDs/ CDs 33.07
H59212290 DVDs/ CDs 16.53
H59265600 DVDs/ CDs 118.01
H59342260 DVDs/ CDs 24.80
H59370640 DVDs/ CDs 66.13
H59373300 DVDs/ CDs 122.37
H59450900 DVDs/ CDs 12.39
T24077180 DVDs/ CDs 70.25
T24079190 DVDs/ CDs 28.93
T24085240 DVDs/ CDs 21.91
T24086220 DVDs/ CDs 12.39
Total for this ACH Check for Vendor BAK0366: 1,217.19
ACH BAK0369 Baker & Taylor Books 02/02/2022
2036268022 Books for Library 799.01
2036348393 Books for Library 321.55
2036369374 Books for Library 29.93
2036384160 Books for Library 4.00
2036407125 Books for Library 38.23
2036433283 Books for Library 78.20
2036439324 Books for Library 133.98
Total for this ACH Check for Vendor BAK0369: 1,404.90
ACH BLSP8010 Blackstone Publishing 02/02/2022
AP Checks by Date - Detail by Check Date (1/26/2022 3:42 PM) Page 1 8 - 9
Check No Vendor No Vendor Name Check Date Check Amount
Invoice No Description Reference
INV2013433 Books/DVDs/CDs 108.84
Total for this ACH Check for Vendor BLSP8010: 108.84
ACH BSHL6710 dba Jan Point Base Hill, Inc. 02/02/2022
20874 Citywide Janitorial Services: June 2021 11,110.73 20874 Citywide Janitorial Services: June 2021 710.66
20874 Citywide Janitorial Services: June 2021 932.75
20931 Citywide Janitorial Services: August 2021 875.00
20931 Citywide Janitorial Services: August 2021 956.07
20931 Citywide Janitorial Services: August 2021 11,241.92 Total for this ACH Check for Vendor BSHL6710: 25,827.13 ACH CAEN9297 Carollo Engineers 02/02/2022
FB16615 Integrated Water & Wastewater Resource Mgmt Plan: October 2021 21,997.57 FB16615 Integrated Water & Wastewater Resource Mgmt Plan: October 2021 4,862.49 FB17994 Integrated Water & Wastewater Resource Mgmt Plan: November 2021 14,565.26 FB17994 Integrated Water & Wastewater Resource Mgmt Plan: November 2021 15,641.88 FB18874 Integrated Water & Wastewater Resource Mgmt Plan: December 2021 2,058.93 FB18874 Integrated Water & Wastewater Resource Mgmt Plan: December 2021 1,383.18 Total for this ACH Check for Vendor CAEN9297: 60,509.31 ACH CALG6711 CalgonCarbon 02/02/2022
90131381 GAC Media for Wilson Treatment System: 80,000LBS 221,640.00 Total for this ACH Check for Vendor CALG6711: 221,640.00 ACH CDW5246 CDW Government LLC 02/02/2022
Q537143 CO # 03-17 MS Surface Pro Signa Type Cover 291.24 Q755099 CO # 03-21 LVO TP ULTRA DOCK 339.90
Q946878 CO # 03-13 QNAP RAIL KIT FOR 2U TS-1270U 94.02
Total for this ACH Check for Vendor CDW5246: 725.16
ACH CHA3010 SPCC Corp dba South Pasadena Chamber of Commerce 02/02/2022 8044 SP Chamber of Commerce BIT FY21-22 Payment # 3 21,100.00 Total for this ACH Check for Vendor CHA3010: 21,100.00
ACH CHWP2010 Colantuono,Highsmith & Whatley,PC 02/02/2022 50289 General Services: December 2021 10,000.00
50290 Labor & Employment: December 2021 3,062.50
50291 Water & Utilites: December 2021 2,118.50
50292 Special Projects: December 2021 15,190.50
50293 Litigationt: December 2021 245.00
50295 Litigationt: December 2021 5,331.50
50296 Litigationt: December 2021 1,342.00
50571 Under Collection of UUT December 2021 218.56
Total for this ACH Check for Vendor CHWP2010: 37,508.56 ACH CIV2123 CivicStone, LLC 02/02/2022
2018-157 Caltrans Housing Consultant: December 2021 2,146.25 Total for this ACH Check for Vendor CIV2123: 2,146.25
ACH CRDA1021 Corodata Records Management 02/02/2022
RS4759749 Records Management: December 2021 392.39
AP Checks by Date - Detail by Check Date (1/26/2022 3:42 PM) Page 2 8 - 10
Check No Vendor No Vendor Name Check Date Check Amount
Invoice No Description Reference
Total for this ACH Check for Vendor CRDA1021: 392.39
ACH CRSR2010 Corodata Shredding Inc. 02/02/2022
DN 1343763 Shredding Services: 12/09/2021-12/31/2021 74.69 Total for this ACH Check for Vendor CRSR2010: 74.69
ACH CSAC2012 PRISM 02/02/2022
22401002 EAP Services: January - March 2022 1,411.59
Total for this ACH Check for Vendor CSAC2012: 1,411.59
ACH DDLP8010 Dr. Detail Ph.D 02/02/2022
2478 Police Department Sanitizsation 270.00
Total for this ACH Check for Vendor DDLP8010: 270.00
ACH DIG0800 Digital Telecommunications Corp 02/02/2022
43266 Extension removal on 10/26/21 Senior Center X360 135.00 43711 Extension removal x215 on 12/16/2021 252.50
43712 Voicemail Box Step Up (X656) 412.50
43777 Monthly Service Contract 02/01/2022 - 02/28/2022 955.00 Total for this ACH Check for Vendor DIG0800: 1,755.00
ACH EBS1007 EBSCO - Accounts Receivable 02/02/2022
2201807 Renewal of Library Periodicals FY2021-22 5.08
Total for this ACH Check for Vendor EBS1007: 5.08
ACH EEPS7000 Express Services Inc. 02/02/2022
26542171 Contract Services Temporary Staffing for PW: W/E 12/19/2021 2,958.00 26570762 Contract Services Temporary Staffing for PW: W/E 12/26/2021 3,204.50 Total for this ACH Check for Vendor EEPS7000: 6,162.50
ACH GAY8856 Gaylord Bros., Inc. 02/02/2022
2744147 Archival Legal Size Folders 199.12
Total for this ACH Check for Vendor GAY8856: 199.12
ACH GPPT9090 The Silver Bullet Corporation (DBA Gopher Patrol) 02/02/2022 515252 Gopher Abatement 250.00
Total for this ACH Check for Vendor GPPT9090: 250.00
ACH JHMS8020 JHM Supply 02/02/2022
247890/1 Irrigation Supplies 130.81
250874/1 Irrigation Supplies 100.20
273689/1 Irrigation Supplies 211.17
273694/1 Irrigation Supplies 2.76
277789/1 Irrigation Supplies 141.65
278528/1 Irrigation Supplies 201.33
279382/1 Irrigation Supplies 114.75
Total for this ACH Check for Vendor JHMS8020: 902.67
ACH LDCR6410 LandCare USA LLC 02/02/2022
453552 Landscape Median Strips: September 2021 4,617.66 453552 Prop A Park Maintenance: September 2021 2,024.95 453552 Park Maintenance Contract Services: September 2021 15,069.56 AP Checks by Date - Detail by Check Date (1/26/2022 3:42 PM) Page 3 8 - 11
Check No Vendor No Vendor Name Check Date Check Amount
Invoice No Description Reference
453552 Water Distribution: September 2021 1,669.68
Total for this ACH Check for Vendor LDCR6410: 23,381.85 ACH MNBL8170 Crestline Software, LLC dba MuniBilling 02/02/2022 14453 Absorb Charges 9,375.93
14453 Lock Box 790.90
14453 Water Billing Services 24,658.20
14538 Postage 2,587.25
Total for this ACH Check for Vendor MNBL8170: 37,412.28 ACH OVDR8011 OverDrive Inc. 02/02/2022
01148CO21504058 eBooks / Audiobooks 282.97
01148CO21504075 eBooks / Audiobooks 1,289.13
01148CO21507683 eBooks / Audiobooks 390.86
Total for this ACH Check for Vendor OVDR8011: 1,962.96
ACH POSU8132 Prudential Overall Supply 02/02/2022
52540699 Scraper Mat Cleaning Services Street Lighting - 12/21/2021 3.87 52540699 Scraper Mat Cleaning Services Facilities Maint. - 12/21/2021 3.87 52540699 Scraper Mat Cleaning Services Street Trees - 12/21/2021 3.87 52540699 Scraper Mat Cleaning Services Street Division - 12/21/2021 3.87 52540699 Scraper Mat Cleaning Services Sewer Division - 12/21/2021 3.87 52540700 Uniform Cleaning Services Facility Division - 12/21/2021 14.03 52540700 Uniform Cleaning Servicess Street Tree Maint. - 12/21/2021 9.29 52540700 Uniform Cleaning Services Street Maintenance - 12/21/2021 23.49 52540700 Uniform Cleaning Services Sewer Division - 12/21/2021 9.30 52540700 Uniform Cleaning Services Street Lighting - 12/21/2021 11.10 52540701 Uniform Cleaning Services Water Production: 12/21/2021 26.55 52540701 Uniform Cleaning Services Water Distribution: 12/21/2021 34.69 52540702 Scraper Mat Cleaning Services Water Distribution: 12/21/2021 6.23 52540702 Scraper Mat Cleaning Services Water Production: 12/21/2021 6.24 52542800 Scraper Mat Cleaning Services Sewer Division - 12/28/2021 3.87 52542800 Scraper Mat Cleaning Services Facilities Maint. - 12/28/2021 3.87 52542800 Scraper Mat Cleaning Services Street Division - 12/28/2021 3.87 52542800 Scraper Mat Cleaning Services Street Lighting - 12/28/2021 3.87 52542800 Scraper Mat Cleaning Services Street Trees - 12/28/2021 3.87 52542801 Uniform Cleaning Servicess Street Tree Maint. - 12/28/2021 9.29 52542801 Uniform Cleaning Services Facility Division - 12/28/2021 14.03 52542801 Uniform Cleaning Services Street Maintenance - 12/28/2021 23.49 52542801 Uniform Cleaning Services Street Lighting - 12/28/2021 11.10 52542801 Uniform Cleaning Services Sewer Division - 12/28/2021 9.30 52542802 Uniform Cleaning Services Water Production: 12/28/2021 26.55 52542802 Uniform Cleaning Services Water Distribution: 12/28/2021 34.69 52542803 Scraper Mat Cleaning Services Water Production: 12/28/2021 6.24 52542803 Scraper Mat Cleaning Services Water Distribution: 12/28/2021 6.23 Total for this ACH Check for Vendor POSU8132: 320.54
ACH STA5219 Staples Business Advantage 02/02/2022
3495238761 Community Services Supplies 79.29
3495550989 Library Office Supplies 67.25
3495550990 Library Office Supplies 12.90
3495550991 Library Office Supplies 34.84
3495550993 Police Department Supplies 14.31
3495550994 Police Department Supplies 36.25
3495639511 Library Office Supplies 77.40
3495639512 Police Department Supplies 125.67
3495695815 Community Development Supplies 296.09
AP Checks by Date - Detail by Check Date (1/26/2022 3:42 PM) Page 4 8 - 12
Check No Vendor No Vendor Name Check Date Check Amount
Invoice No Description Reference
3495798801 Police Department Supplies 719.65
3495798802 Police Department Supplies 220.44
3496009780 Police Department Supplies 275.51
3496905595 Police Department Supplies 310.84
3496905596 Police Department Supplies 244.09
3497152775 Police Department Supplies 719.65
3497152776 Police Department Supplies 384.50
3497152777 Police Department Supplies 344.83
3497152778 Police Department Supplies 111.23
3497152780 Community Services Supplies 66.14
3497305579 Police Department Supplies 529.11
3497305580 Police Department Supplies 661.39
3497305581 Police Department Supplies 78.60
Total for this ACH Check for Vendor STA5219: 5,409.98
ACH UQMS8010 Unique Management Svcs Inc. 02/02/2022
609026 Library Recovery Services: December 2021 80.55
Total for this ACH Check for Vendor UQMS8010: 80.55
ACH WES4152 West Coast Arborists, Inc. 02/02/2022
180616 Citywide Urban Forestry Services: 12/01/2021-12/15/2021 4,565.00 180616 Citywide Urban Forestry Services: 12/01/2021-12/15/2021 17,960.00 181060 Citywide Urban Forestry Services: 12/25/2021-12/31/2021 3,112.00 181060 Citywide Urban Forestry Services: 12/25/2021-12/31/2021 7,060.00 Total for this ACH Check for Vendor WES4152: 32,697.00
ACH WLST8267 William Shuttic 02/02/2022
December 2021 Functional Fitness - December 2021 500.00 Total for this ACH Check for Vendor WLST8267: 500.00
313808 ACHG2013 A-Check Global 02/02/2022
59-0665949 Electronic Background Services: December 2021 615.77 Total for Check Number 313808: 615.77
313809 ACMT2920 All City Management Services, Inc. 02/02/2022 73576 Crossing Guard Services 11/14/2021-11/27/2021 4,614.86 73935 Crossing Guard Services: November 28 - December 11 2021 9,485.18 74193 Crossing Guard Services: 12/12/2021-12/25/2021 7,616.86 Total for Check Number 313809: 21,716.90
313810 EMPI5011 Aramsco, Inc. (Formerly Empire Cleaning Supply) 02/02/2022 S5012405.001 Fire Dept- Apparatus Cleaning Supplies 594.59 Total for Check Number 313810: 594.59
313811 AT&T5006 AT&T 02/02/2022
130464796 AT&T Account 130464796 (12 - 18 -2021 - 01- 17- 2022) 270.72 Total for Check Number 313811: 270.72
313812 AT&T5011 AT&T 02/02/2022
248134-61002105 Account # 248 134-6100 210 5 (12/01/21-01/31/22) 37.56 331841-07563432 AT&T Account # 331 841-0756 343 2 ( Jan 7, 2022 - Feb 6, 2022) 68.22 331841-08023436 AT&T AN 331 841-0802 343 6 (Jan, 7, 2022 - Feb 6, 2022) 34.38 626577-66572137 Account # 626 577-6657 213 7 (11/13/21 - 12/12/21) 15.20 AP Checks by Date - Detail by Check Date (1/26/2022 3:42 PM) Page 5 8 - 13
Check No Vendor No Vendor Name Check Date Check Amount
Invoice No Description Reference
Total for Check Number 313812: 155.36
313813 ATCN9011 AT&T 02/02/2022
000017507714 AT&T Acct 9391062308 (11-20-21 - 12-19-2021) 13,083.71 000017529784 AT&T Acct9391036943 (11-27-21 - 12-26-2021) 882.51 000017530167 AT&T CLAPDSOPAS Contract 76501 (Nov 27-2021 - Dec 26- 2021) 320.47 Total for Check Number 313813: 14,286.69
313814 CIN4011 AT&T Mobility 02/02/2022
287297984615X01 AT&T Mobility Account 287297984615 (Dec 03, 2021 - Jan 02, 2022) 334.36 287299554301x12 AT&T Mobility Account 287299554301 (Nov 20-2021 Dec19 2021) 44.94 287312118886X01 AT&T Mobility Account 287312118886 (Dec 23- 2021 - Jan 02-2022) 985.05 Total for Check Number 313814: 1,364.35
313815 BRDE6710 Luis Bardales Jr. 02/02/2022
11/04/2021 Reimburse Mileage for Call Out: 11/04/2021 @ 1:20AM 16.91 12/13/2021 Reimburse Mileage for Call Out: 12/13/2021 @ 5:30PM 4.59 Total for Check Number 313815: 21.50
313816 SFBDY527 Sofia Bundy 02/02/2022
118051 Refund International Line Dance Course 20.00
Total for Check Number 313816: 20.00
313817 CAL5236 CA Linen Services 02/02/2022
1938925 Fire Station Linen Rental and Cleaning Services 88.42 1940770 Fire Station Linen Rental and Cleaning Services 85.10 1943170 Fire Station Linen Rental and Cleaning Services 91.52 Total for Check Number 313817: 265.04
313818 CLA8011 California Library Association 02/02/2022 300010593 Dues & Memberships 165.00
Total for Check Number 313818: 165.00
313819 CAN0607 Cantu Graphics Inc. 02/02/2022
20399 Business Cards for Jeanette Zavala 33.02
20664 Posterboard for Library 56.06
Total for Check Number 313819: 89.08
313820 CBSE6010 Cell Business Equipment 02/02/2022
75004252 Cell Business Acct # 857406 (01-01-2022 - 01/31/2022) 266.00 Total for Check Number 313820: 266.00
313821 GLE2563 City of Glendale 02/02/2022
1711 Verdugo Fire Commuications Billing: 01/01/2022-06/30/2022 70,573.00 Total for Check Number 313821: 70,573.00
313822 DSP0755 D & S Printing 02/02/2022
9116 Police Department Printing Services: 3300 DR Folders 2,982.26 9151 Namebadges & Nameplates for Mgmt. Svcs. & Council 412.83 9152 Police Department Printing Services: RIPA Card Pads 992.25 Total for Check Number 313822: 4,387.34
AP Checks by Date - Detail by Check Date (1/26/2022 3:42 PM) Page 6 8 - 14
Check No Vendor No Vendor Name Check Date Check Amount
Invoice No Description Reference
313823 JODA5270 Joseph Daverin 02/02/2022
118257 Refund due to error during enrollment 449.00
Total for Check Number 313823: 449.00
313824 DEM0777 Demco Inc. 02/02/2022
20050292 Replacement Wheel for Book Cart 37.73
7057618 Reversible Markerboard for Library 276.47
Total for Check Number 313824: 314.20
313825 ECPLSYTM Economic & Planning Systems, Inc. 02/02/2022 214034-1 Inclusionary Housing In-Lieu Fee Study: November 2021 2,315.00 Total for Check Number 313825: 2,315.00
313826 GLA4521
4739
Gladwell Government Services, Inc. 02/02/2022
Subscription Fees for Citys Records Retention Program 500.00 Total for Check Number 313826: 500.00
313827 STGO5200 Stephen Goei 02/02/2022
BL-2021-1629 Refund Overpayment due to Typographical Error on BL-2021-1629 2,827.83 Total for Check Number 313827: 2,827.83
313828 JCRS5011 Jones Coffee Roasters 02/02/2022
50548 Fire Dept. Coffee Supplies 162.67
50800 Fire Dept. Coffee Supplies 162.68
Total for Check Number 313828: 325.35
313829 LAPCMB Los Angeles County Police Chiefs' Association02/02/2022 03/22-03/25/22 Tri County Spring Conference 300.00
2022 Annual Due 2022 Anual Dues 500.00
Total for Check Number 313829: 800.00
313830 LATS2011 Los Angeles Times 02/02/2022
10004495887 Renewal of Library Periodicals 598.00
Total for Check Number 313830: 598.00
313831 MER2145 Merit Oil Company 02/02/2022
685848 Fuel For City Departments: 12/22/2021 Unleaded Gasoline 8,841.14 689315 Fuel for City Departments: 01/31/2022 Diesel # 2 7,998.89 Total for Check Number 313831: 16,840.03
313832 MTCRED Motorola Solutions Credit Company LLC 02/02/2022 30832 Annual Payment for PD CAD/RMS 100,000.00
Total for Check Number 313832: 100,000.00
313833 MOTO5011 Motorola Solutions, Inc. 02/02/2022
1187067766 Ten Hardware Units for CSD/RMS Module 10,500.28 1187067766 Personnel Module for CAD/RMS Software 4,029.83 Total for Check Number 313833: 14,530.11
313834 NEWE3032 Newegg.com Business Inc. 02/02/2022
1303645714 Newegg AN 3917409 Corsair CSSD-BRKT2 Dual SSDD 204.01 AP Checks by Date - Detail by Check Date (1/26/2022 3:42 PM) Page 7 8 - 15
Check No Vendor No Vendor Name Check Date Check Amount
Invoice No Description Reference
Total for Check Number 313834: 204.01
313835 OLNP8010 Outlook Newspapers Group 02/02/2022
74258 Public Notice in the SP Review on 12/24/2021 1,572.00 Total for Check Number 313835: 1,572.00
313836 PHS4011 Pasadena Humane Society 02/02/2022
JAN2022SoPas Animal Control Services - January 2022 14,035.83 Total for Check Number 313836: 14,035.83
313837 PIT8031 Pitney Bowes-Reserve Account 02/02/2022
800090901018565 Reserve Account # 8000-9090-1018-5655 250.00 800090901018565 Reserve Account # 8000-9090-1018-5655 500.00 Total for Check Number 313837: 750.00
313838 RHCC7101 Rio Hondo College 02/02/2022
F21-214-ZSPS Training Class on 11/04/2021 for 14 Police Officers 350.00 Total for Check Number 313838: 350.00
313839 RlPU8540 Roadline Products Inc. USA 02/02/2022
16986 Street Maintenance Equipment, Materials, and Supplies 2,032.96 Total for Check Number 313839: 2,032.96
313840 SGB3223 San Gabriel Basin Water Quality Authority 02/02/2022 0004755-IN FY21/22 Assessment on Prescriptive Pumping Rights 21,406.20 Total for Check Number 313840: 21,406.20
313841 SGVMC111 San Gabriel Valley Medical Center 02/02/2022 881794 Blood Alcohol Withdrawl 48.00
Total for Check Number 313841: 48.00
313842 SAN4958 San Marino Security System 02/02/2022
26288 Security System for Orange Grove Rec Building 01/01-03/31/22 207.00 26288 Security System for Senior Center: 01/01-03/31/22 708.00 26288 Security System for Eddie Park, Youth House, WMB 01/01-03/31/22 1,035.00 26331 Annual Security System Monitoring for Library (01/01-12/31/22) 432.00 Total for Check Number 313842: 2,382.00
313843 STON Seton 02/02/2022
9348909741 Flexible Delineators 2,201.42
Total for Check Number 313843: 2,201.42
313844 TIM4011 Time Warner Cable 02/02/2022
0029763122721 Spectrum Acct 8448 20 899 0029763 (12-16-21 - 01-15-2022) 246.57 0052005122621 Spectrum Acct 8448 20 899 0052005 (12-11-2021 - 01-10-2022) 3,462.66 0251967122221 Spectrum Acct 8448 30 008 0251967 (12-22-21 - 1/21/22) 219.30 0355990010222 Spectrum Acct 8448 30 008 0355990 01/02/2022 - 02/01/2022 405.42 Total for Check Number 313844: 4,333.95
313845 UCL6115 UC Regents 02/02/2022
3013-51 Continuing Education for Fire Dept. - January 2022 2,215.02 AP Checks by Date - Detail by Check Date (1/26/2022 3:42 PM) Page 8 8 - 16
Check No Vendor No Vendor Name Check Date Check Amount
Invoice No Description Reference
Total for Check Number 313845: 2,215.02
313846 POR4707 United Site Services, Inc. 02/02/2022
114-12723842 Skate Park Portable Toilet Services: 12/28/2021-01/24/2022 339.72 Total for Check Number 313846: 339.72
313847 VEBU3010 Verizon Business Services 02/02/2022
72055049 Verizon Account SV646189 3.27
Total for Check Number 313847: 3.27
313848 VERW6711 Verizon Wireless 02/02/2022
9895776617 Verizon Account 571839627-00001 Nov 24-2021 Dec 23-2021 16.03 9895971106 Verizon Account 270619951-0004 Nov 27-2022 - Dec 26- 2022 511.44 9896301161 Verizon Account 542443342-00001 (12-02-2021 - 01-01-2022) 41.24 9896319413 Verizon Account 642443919-00001 (12/02/2021 - 01/01/2022) 730.90 Total for Check Number 313848: 1,299.61
313849 WLHD8020 Westlake Hardware 02/02/2022
14302249 Police Department Supplies 10.98
14302262 Police Department Supplies 34.27
Total for Check Number 313849: 45.25
313850 WIT6353 Wittman Enterprises LLC 02/02/2022
2112059 Paramedic Billing Services: December 2021 3,649.24 Total for Check Number 313850: 3,649.24
313851 XRXF5010 Xerox Financial Services 02/02/2022
2974366 Contract # 010-0061587-001 (12/10-21 - 01/09/22) 1,906.08 2982805 Contract # 010-0061587-002 (12/06/21 - 01/05/22) 275.05 2996745 Contract # 010-0061587-003 (12/18-01/17) 162.35 Total for Check Number 313851: 2,343.48
313852 YTI1023 Y Tire Complete Auto Repair 02/02/2022
31587 Police Department - Automotive Maintenance Unit # 0219 1,585.08 Total for Check Number 313852: 1,585.08
Total for 2/2/2022: 831,488.44
Report Total (75 checks): 831,488.44
AP Checks by Date - Detail by Check Date (1/26/2022 3:42 PM) Page 9 8 - 17
ATTACHMENT 4
Supplemental ACH
Payments
8 - 18
Date Vendor Amount Description
1/25/2022 UMPQUA Bank $15,345.20
Online Payment for City's
December 2021 Credit Card
Expenses.
Total: $15,345.20
Supplemental ACH Payment Log
8 - 19
Date Description Amount
12/1/2021 Community Services / Smart & Final - Camp Med Snacks $238.64 12/1/2021 Community Services / So Cal Mobile Base - Fuel for Transit Vans $27.89 12/1/2021 Community Services / So Cal Mobile Base - Fuel for Transit Vans $53.48 12/1/2021 PW Fuel - So Cal Mobile Base - Fuel for City Vehicles $8.49 12/1/2021 PW Fuel - So Cal Mobile Base - Fuel for City Vehicles $37.89 12/1/2021 PW Fuel - So Cal Mobile Base - Fuel for City Vehicles $31.06 12/1/2021 PW Fuel - So Cal Mobile Base - Fuel for City Vehicles $1.91 12/1/2021 PW Fuel - So Cal Mobile Base - Fuel for City Vehicles $28.81 12/1/2021 City Manager / Winchell's - Snacks for Public Works All Hands Meeting w/ City Manager $44.97 12/1/2021 City Manager / Starbucks - Snacks for Public Works All Hands Meeting w/ City Manager $35.90 12/2/2021 Library / RushorderT - T-Shirts for New Library Staff $286.78 12/2/2021 Community Services / Westlake ACE - Camp Med Supplies $30.85 12/2/2021 Community Services / So Cal Mobile Base - Fuel for Transit Vans $39.23 12/2/2021 Community Services / Cantu Graphics - Business Cards $44.04 12/2/2021 HR / Public Agency Risk Compliance Membership $150.00 12/2/2021 PW Fuel - So Cal Mobile Base - Fuel for City Vehicles $29.20 12/2/2021 PW Fuel - So Cal Mobile Base - Fuel for City Vehicles $37.25 12/2/2021 PW Fuel - So Cal Mobile Base - Fuel for City Vehicles $17.10 12/2/2021 PW Fuel - So Cal Mobile Base - Fuel for City Vehicles $37.00 12/2/2021 PW Fuel - So Cal Mobile Base - Fuel for City Vehicles $20.62 12/2/2021 City Manager / Gus's BBQ - City Council Dinner $121.99 12/3/2021 Community Services / Zoom -Annual Zoom Membership Payment $161.14 12/3/2021 HR / Public Agency Risk Compliance Conference $990.00 12/3/2021 City Manager / Target - Tree Lighting Decorations $34.71 12/5/2021 Library / Gotprint.com - Printing of Library Bookmarks $72.19 12/5/2021 Library / DR Brite Natural - Alcohol Wipes COVID-19 $243.07 12/5/2021 Library / SPARC - Utility Box Art Book $49.10 12/5/2021 City Manager / Starbucks - Coffee for All Hands Meeting $17.95 12/5/2021 City Manager / Facebook - Redistricting $30.00 12/6/2021 Community Services - Stay Golden Photo - Booth for Holiday Party $100.00 12/7/2021 Library / Gotprint.com - Promotional Bookmarks $71.22 12/7/2021 Community Services / So Cal Mobile Base - Fuel for Transit Vans $72.12 12/7/2021 Finance - Cantu Graphics - Printing of Budget Books $351.04 12/7/2021 Community Services - Carrows - Catering of Breakfast w/ Santa $300.00 12/8/2021 Community Services / 99 Cents Only Store - Breakfast w/ Santa Supplies $8.82 12/8/2021 Zoom - Community Development - Monthly Zoom Fee $16.11 12/8/2021 City Manager - 99 Cents Only Store - Holiday Décor $61.31 12/8/2021 City Manager - Vons - Holiday Décor $44.72
12/9/2021 Library / Display2go - 14x22" Signs $84.50
12/9/2021 Library / CA Library Association - Membership for M Wong $140.00 12/9/2021 Community Services / So Cal Mobile Base - Fuel for Transit Vans $59.43 12/10/2021 Library / Michael's - Craft Supplies $43.59
12/10/2021 Community Services / Smart & Final - Breakfast w/ Santa Supplies $136.72 12/10/2021 Finance - Zoom Annual Renewal $161.14
12/12/2021 Library / Blacksalidi - Website Instagram Widget $10.00 12/12/2021 Library / Blacksalidi - Website Instagram Widget $0.20 12/12/2021 Library / Party City - Winter Holiday Decorations $74.20 12/12/2021 Library / Crowd cast - Circuit Machine for Crafts, Signs, Displays $320.69 12/13/2021 Library / Party City - Winter Holiday Decorations $35.24 12/13/2021 Community Services / Target - Holiday Party Supplies $184.33 12/13/2021 Community Services / Target - Senior Holiday Party Supplies $26.46 12/13/2021 Community Services / Costco - Employee Holiday Party Supplies $25.47 12/13/2021 Community Services / Smart & Final - Senior Center Supplies $121.63 12/13/2021 Community Services / Smart & Final - Holiday Party Supplies $132.58 12/13/2021 Community Services - Vanny's Party Supplies - Linen for Employee Holiday Party $159.86 12/13/2021 Community Services / Jack's Candy Supplies - Employee Holiday Party $459.75 12/13/2021 Community Services / Jack's Candy Supplies - Senior Center $45.00 12/14/2021 Community Services - Mijares - Employee Holiday Party $3,835.05 12/15/2021 Management Services / Pakatan Thai - City Council Dinner $116.48 12/15/2021 Community Services / Smart & Final - Senior Center Supplies $94.56 12/15/2021 Community Services / Joann Stores - Camp Med Craft Supplies $9.03 12/16/2021 City Manager / Berry Opera - Mayor Swear In $74.97 12/17/2021 Library / Crowd cast - Virtual Streaming Platform $10.00 12/17/2021 City Manager / Vons - Mayor Swear In $104.97 12/17/2021 City Manager / Starbucks - Coffee $17.95
12/17/2021 City Manager / Starbucks - Coffee $17.95
December 2021 Credit Card Expense Summary
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12/19/2021 Library / Barnes and Noble - Replacement of Book $16.00 12/19/2021 Library / Uline - Wire Shelving and Plastic Tubs $487.09 12/20/2021 Management Services / City Clerk's Association - Workshop $25.00 12/21/2021 Management Services - Target - Supplies $242.54 12/21/2021 Management Services / Management Concepts - Concepts for Federal Grants $1,788.00 12/21/2021 PW Fuel - So Cal Mobile Base - Fuel for City Vehicles $23.31 12/21/2021 PW Fuel - So Cal Mobile Base - Fuel for City Vehicles $38.95 12/21/2021 PW Fuel - So Cal Mobile Base - Fuel for City Vehicles $36.34 12/21/2021 PW Fuel - So Cal Mobile Base - Fuel for City Vehicles $38.61 12/21/2021 PW Fuel - So Cal Mobile Base - Fuel for City Vehicles $134.93 12/21/2021 PW Fuel - So Cal Mobile Base - Fuel for City Vehicles $37.01 12/21/2021 Community Services Fuel - So Cal Mobile Base - Fuel for City Vehicles $67.34 12/23/2021 Fire Department - Costco / Pallet of Water for Emergency Operations Center $495.99 12/24/2021 Public Works - Stencil Company - Metro Open Streets $362.09 12/24/2021 Public Works - Athaco Inc. Mainstreet Signs - Metro Open Streets $403.11 12/24/2021 Public Works - Stencil Ease - Metro Open Streets $149.00 12/26/2021 Public Works - Amazon - Metro Open Streets $197.85 11/30/2022 Community Services / Westlake ACE - Breakfast w/ Santa Supplies $68.97 11/30/2021-12/28/2021 Police Department / Chevron South Pasadena - Fuel for Motor Officers $284.72 Total: $15,345.20
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ATTACHMENT 5
Prepaid &Warrant Voids
8 - 22
Accounts Payable
ealvarez
Printed: 01/20/2022 - 2:55PM
User:
Void Check Proof List
Batch: 00001.01.2022
Account Number Amount Invoice No Inv Date Description Reference Task Label Type PONumber Close PO? Line Item Vendor: ELGD5270 Elizabeth Guidano
Check No: 313740 Check Date: 01/19/2022
78.00 118114 01/12/2022 Refund Class due to Inability to Attend No 0 101-0000-0000-5270-002
Check Total: 78.00
Vendor Total: 78.00
Report Total: 78.00
AP-Void Check Proof List (1/20/2022 - 2:55 PM) Page 1
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ATTACHMENT 6
Payroll Summary
8 - 24
Payroll
Payroll Summary Report
Payroll Date: 1/6/2022 Off-Cycle
Checks $ -
Direct Deposits $ 3,424.59
IRS Payments $ 70.52
EDD - State of CA $ -
PERS Pension $ -
Deferred Comp $ -
PERS Health $ -
Subtotal: $ 3,495.11
Payroll Date: 1/7/2022 Regular
Checks $ 1,007.00
Direct Deposits $ 443,614.36
IRS Payments $ 96,136.92
EDD - State of CA $ 28,923.18
PERS Pension $ 123,271.11
Deferred Comp $ 24,191.05
PERS Health $ 163,354.64
Subtotal: $ 880,498.26
Payroll Date: 1/10/2022 Off-Cycle
Checks $ -
Direct Deposits $ 5,813.60
IRS Payments $ 781.71
EDD - State of CA $ 51.62
PERS Pension $ -
Deferred Comp $ -
PERS Health $ -
Subtotal: $ 6,646.93
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Payroll
Payroll Summary Report
Payroll Date: 1/6/2022 Regular
Checks $ 1,395.00
Direct Deposits $ 431,416.52
IRS Payments $ 86,248.08
EDD - State of CA $ 24,577.00
PERS Pension $ 111,685.26
Deferred Comp $ 24,119.12
PERS Health $ -
Subtotal: $ 679,440.98
Grand Total: $ 1,570,081.28
8 - 26
9 - 1
9 Resolution on Weed Abatement
February 2, 2022
that require an inspection and or clearance of hazardous vegetation. Property owners who object to the proposed removal of hazardous vegetation and the recovery of costs can attend the Public Hearing on February 16, 2022, to request to have their properties removed from the Los Angeles County Declaration List. The Public Hearing will be held at 1424 Mission Street, South Pasadena, CA, where their objections will be heard and given due consideration by the Agricultural Commissioner’s office.
Next Steps
1. Approve the resolution authorizing the County of Los Angeles Agricultural Commissioner’s Office to inspect and abate weeds, brush and native vegetation declared to be an existing or potential fire hazard; and
2. Schedule a Public Hearing to be held on February 16, 2022 to hear objections or protests to the vegetation management program.
Background
The City began participating in the vegetation management program through the County of Los Angeles on January 1, 2011. The vegetation management program through the Agriculture Commissioner’s office is an efficient and effective method to inspect and mitigate fire hazard problems associated with the annual growth of grass, brush and native vegetation. Fire Department staff works closely with the Agriculture Commissioner’s office to respond to customer complaints relating to brush clearance and to identify high hazard areas in need of weed, brush and/or rubbish removal.
Legal Review
The City Attorney has reviewed this item.
Fiscal Impact
There is no fiscal impact to the City. Property owners who elect not to abate vegetation hazards are assessed fees through the County of Los Angeles for the inspection, abatement, and administration of the vegetation management program.
Public Notification of Agenda Item
The public was made aware that this item was to be considered this evening by virtue of its inclusion on the legally publicly noticed agenda, posting of the same agenda and reports on the City’s website and/or notice in the South Pasadena Review and/or the Pasadena Star-News.
Attachments:
1. Resolution
2. Abatement Order, Los Angeles County
3. 2022 Los Angeles County Declaration List “Exhibit A”
4. Weed Abatement Service Agreement
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ATTACHMENT 1
Resolution
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RESOLUTION NO. _XXX_
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SOUTH PASADENA, CALIFORNIA,
DECLARING THAT WEEDS, BRUSH, RUBBISH
AND REFUSE UPON OR IN FRONT OF SPECIFIED
PROPERTY IN THE CITY ARE A SEASONAL AND
RECURRENT PUBLIC NUISANCE AND DECLARING
IT’S INTENTION TO PROVIDE FOR THE
ABATEMENT THEREOF
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SOUTH
PASADENA, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:
BE IT RESOLVED THAT, pursuant to the provisions of Title 4, Division 3, Part 2, Chapter 13, Article 2, of the California Government Code, Sections 39560 to 39588, inclusive, and evidence received by it, the City Council of the City of South Pasadena (City) specifically finds:
SECTION 1. That the weeds, brush or rubbish growing or existing upon the streets, sidewalks, or private property in the City attain such large growth as to become, when dry, a fire menace to adjacent improved property, or which are otherwise noxious, dangerous, or a public nuisance.
SECTION 2. That the presence of dry grass, stubble, refuse, or other flammable materials are conditions that endanger the public safety by creating a fire hazard.
SECTION 3. That by reason of the foregoing fact, the weeds, brush, rubbish, dry grass, stubble, refuse, or other flammable material growing or existing upon the private property hereinafter described, and upon the streets and sidewalks in front of said property, constitute a seasonal and recurrent public nuisance and should be abated as such.
SECTION 4. That the private property, together with streets and sidewalks in front of same herein referred to, is more particularly described as follows, to wit: That certain property described in the attached list hereto as “Exhibit A,” and by this reference made a part hereof as though set forth in full at this point.
SECTION 5. The City Clerk of the City of South Pasadena shall certify to the passage and adoption of this resolution and its approval by the City Council and shall cause the same to be listed in the records of the City. 9 - 4
2022 WEED ABATEMENT RESOLUTION
BE IT THEREFORE RESOLVED, pursuant to the findings of fact, by this Council heretofore made, that the weeds, brush, rubbish, dry grass, stubble, refuse or other flammable material in and upon and in front of the real property hereinbefore described constitute and are hereby declared to be a seasonal and recurrent public nuisance that should be abated. The Agricultural Commissioner/Director of Weights and Measures, County of Los Angeles, is hereby designated the person to give notice to destroy said weeds, brush, rubbish, dry grass, stubble, refuse, or other flammable material and shall cause notices to be given to each property owner by United States Mail and said notice shall be substantially in the following form to-wit:
NOTICE TO DESTROY WEEDS,
REMOVE BRUSH, RUBBISH AND REFUSE
Notice is hereby given that on February 2, 2022, the City Council of the City of South Pasadena passed or will pass a resolution declaring noxious or dangerous vegetation including weeds, brush, tumbleweeds, sagebrush, and chaparral or rubbish refuse were growing or occurring upon or in front of said property on certain streets in said city or unincorporated area of the County of Los Angeles, and more particularly described in the resolution, and that they constitute a fire hazard or public nuisance which must be abated by the removal of said noxious or dangerous vegetation, rubbish and refuse, otherwise they may be removed and the nuisance abated by County authorities and the cost of removal assessed upon the land from or in front of which the noxious or dangerous vegetation, rubbish and refuse are removed, and such cost will constitute a special assessment against such lots or lands. Reference is hereby made to said resolution for further particulars. In addition, the Board of Supervisors authorized and directed the Agricultural Commissioner to recover its costs of details. All property owners having any objections to the proposed removal of noxious or dangerous vegetation, rubbish and refuse and the recovery of inspection costs, are hereby notified that they may attend a Public Hearing of the City Council of said city to be held at 1424 Mission Street, South Pasadena, CA 91030, in the Council Chamber on February 16, 2022, at 7:00 p.m., where their objections will be heard and given due consideration. If the property owner does not want to present objections to the proposed removal of the noxious or dangerous vegetation including weeds, brush, tumbleweeds, sagebrush, and chaparral or rubbish and refuse, or the recovery of inspection costs, the owner need not appear at the above-mentioned hearings.
Christina Munoz, Deputy City Clerk
9 - 5
2022 WEED ABATEMENT RESOLUTION
BE IT THEREFORE RESOLVED THAT the Agricultural Commissioner is hereby authorized and directed to recover its costs of inspection of the properties hereinabove described in a manner consistent with prior action of the Board adopting a fee schedule for such inspections. The recovery of these costs is vital to the ongoing operation governing the identification and abatement of those properties that constitute a seasonal and recurrent public nuisance and endanger the public safety.
BE IT FURTHER RESOLVED THAT the 16th day of February, 2022, at the hour of 7:00 p.m. of said day, is the day and hour, and the meeting room of the City Council (virtual meeting room pursuant to AB 361 Government Code section 54953, subdivision (e)(3)) of the City of South Pasadena is fixed by this City Council as the place when and where any and all property owners having any objections to the aforesaid proposed removal of weeds, brush, rubbish, dry grass, stubble, refuse or other flammable material may appear before the City Council and show cause why said weeds, brush, rubbish, dry grass, stubble, refuse or other flammable material should not be removed in accordance with this resolution, and said objections will then and there be heard and given due consideration.
BE IT RESOLVED THAT the notices to destroy weeds, brush, rubbish, dry grass, stubble, refuse or other flammable material hereinbefore referred to shall be mailed by said Agricultural Commissioner/Director of Weights and Measures at least ten days prior to February 16, 2022.
PASSED, APPROVED AND ADOPTED ON this 2rd day of February, 2022.
Michael A. Cacciotti, Mayor
ATTEST: APPROVED AS TO FORM:
Tameka J. Cook, Chief City Clerk Andrew Jared, City Attorney 9 - 6
2022 WEED ABATEMENT RESOLUTION
I HEREBY CERTIFY the foregoing resolution was duly adopted by the City Council of the City of South Pasadena, California, at a regular meeting held on the 2rd day of February, 2022, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAINED:
Tameka J. Cook, Chief City Clerk
9 - 7
ATTACHMENT 2
Abatement Order, Los Angeles County
9 - 8
ABATEMENT ORDER___________ FEBRUARY 16, 2022
FOLLOWING THE PUBLIC HEARING HELD FEBRUARY 16, 2022, IN THE MATTER
OF RESOLUTION TO ABATE NOXIOUS WEEDS, RUBBISH, AND REFUSE, THE
CITY COUNCIL OF THE CITY OF SOUTH PASADENA, BY MOTION ADOPTED AN
ORDER DIRECTING THE AGRICULTURAL COMMISSIONER/DIRECTOR OF
WEIGHTS AND MEASURES TO ABATE THE NUISANCE BY HAVING THE WEEDS, RUBBISH, AND REFUSE REMOVED.
CITY COUNCIL OF THE
CITY OF SOUTH PASADENA
BY: ______________________________
Michael A. Cacciotti, Mayor
ATTEST:
BY: __________________________
Christina Munoz, Deputy City Clerk
Date: _________________________
9 - 9
ATTACHMENT 3
2021 Los Angeles County Declaration List “Exhibit A”
9 - 10
9 - 11
9 - 12
9 - 13
9 - 14
9 - 15
ATTACHMENT 4
Weed Abatement Service Agreement
9 - 16
79186
9 - 17
9 - 18
9 - 19
9 - 20
9 - 21
79186
20 October 5, 2021
9 - 22
10 - 1
10 Emergency Declaration/AB 361
February 2, 2022
AB 361 allows a local agency legislative body to hold a meeting utilizing teleconferencing without complying with the Brown Act’s standard teleconferencing requirements if the Governor has proclaimed a State of Emergency and any of the following circumstances are present:
• State or local officials have imposed or recommended measures to promote social distancing.
• The meeting is being held for the purposes of determining, by majority vote, whether as a result of the emergency, meeting in person would present imminent risks to the health or safety of attendees.
• The legislative body has determined by majority vote that as a result of the emergency, meeting in person would present imminent risks to the health or safety of attendees.
If those circumstances are met and the City passes a resolution authorizing holding meetings by teleconference, then the City may hold meetings by teleconference if they comply with the following standards:
• Notice of the meeting must be given as required by the Brown Act. • The agenda must state how members of the public can access the meeting and offer public comment, including attendance by call-in option and/or internet-based service option. If the meeting broadcast or access to participation is disrupted (e.g., by technology issues), the City cannot take further action on agenda items until public access to the meeting is restored.
• The City cannot require public comments be submitted in advance of the meeting, but instead must provide an opportunity for real-time participation by members of the public.
The City can encourage public comment be submitted before meetings. • If the City provides a timed public comment period for each agenda item (i.e., 20 minutes per item), it cannot close public comment until that time period has concluded. If the City does not provide a timed public comment period for each agenda item, then it must allow a reasonable amount of time for members of the public to participate.
Background
Beginning in March 2020, Governor Newsom issued a series of Executive Orders aimed at containing the novel coronavirus. Executive Orders—N-25-20, N-29-20, and N-35-20 (Brown Act Orders) waived requirements in the Brown Act expressly or impliedly requiring the physical presence of city councilmembers, staff, or the public at local agency meetings. Specifically, the orders:
• waived the requirement that local agencies provide notice of each teleconference location from which a member of the legislative body will be participating in a public meeting, • waived the requirement that each teleconference location be accessible to the public, • waived the requirement that members of the public be able to address the legislative body at each teleconference conference location,
• waived the requirement that local agencies post agendas at all teleconference locations, and,
10 - 2
Emergency Declaration/AB 361
February 2, 2022
• waived the requirement that at least a quorum of the members of the local body participate from locations within the boundaries of the territory over which the local body exercises jurisdiction.
On June 11, 2021, the Governor issued Executive Order N-08-21, to begin winding down some of the prior measures that were adopted to respond to COVID-19. Notably, N-08-21 rescinds the Brown Act Orders, effective September 30, 2021.
On March 18, 2020, pursuant to Government Code Section 8630(c), the South Pasadena City Council adopted Resolution No. 7646 declaring a local emergency, restricting private and public gatherings, and establishing protections for residential and commercial tenants, among other things. The City has renewed the declaration of local emergency on May 5, 2020 (Resolution No. 7648), on June 17, 2020 (Resolution No. 7657), on August 5, 2020 (Resolution No. 7669), on August 19, 2020 (Resolution No. 7678), on October 21, 2020 (Resolution No. 7685), on December 16, 2020, (Resolution No. 7690), on February 17, 2021 (Resolution No. 7703), on April 7, 2021 (Resolution No. 7713), June 2, 2021 (Resolution No. 7721), July 21, 2021 (Resolution No. 7726), September 15, 2021 (Resolution No. 7732), November 3, 2021 (Resolution Nos. 7734 and 7739), December 1, 2021 (Resolution No. 7741), December 15, 2021 (Resolution No. 7743), and on January 12, 2022 (Resolution No. 7746).
On September 16, Governor Newsom signed AB 361, which allows cities to continue to meet remotely during proclaimed states of emergency under modified Brown Act requirements that are similar but not identical to the rules and procedures established by the Brown Act Orders.
Unlike the Brown Act Orders, AB 361 requires the City to make affirmative findings to take advantage of the more flexible teleconferencing standards.
AB 361 added Government Code section 54953, subdivision (e)(3), which states:
“If a state of emergency remains active, or state or local officials have imposed or recommended measures to promote social distancing, in order to continue to teleconference … the legislative body shall, not later than 30 days after teleconferencing for the first time … and every 30 days thereafter, make the following findings by majority vote:
(A) The legislative body has reconsidered the circumstances of the state of emergency. (B) Any of the following circumstances exist:
(i) The state of emergency continues to directly impact the ability of the members to meet safely in person.
(ii) State or local officials continue to impose or recommend measures to promote social distancing.”
The attached resolution makes the necessary findings authorizing the City to use teleconferenced meetings for the next 30 days. The City will need to adopt a resolution finding a public need to host teleconferenced meetings at subsequent meetings if it desires to maintain fully remote or hybrid meetings.
The proposed actions to preserve life, property, and public order are consistent with California Government Code section 8634 and South Pasadena Municipal Code Chapter 11. 10 - 3
Emergency Declaration/AB 361
February 2, 2022
The City of South Pasadena is committed to keeping our community safe amidst the recent surges in COVID-19 cases. Since the June 15 reopening of everyday activities in the State of California, there has been a nationwide rise in new COVID-19 cases because of the more contagious Delta and Omicron variants. The Los Angeles County Department of Public Health continues to track variant cases in Los Angeles County.
In light of the drastic increases in cases and resultant hospitalizations, and to lessen the severity of the Omicron and Delta variant surge in Los Angeles County and protect against overwhelming the health care delivery system, the Los Angeles County Public Health Officer issued a revised order on December 31, 2021, revising Isolation and Quarantine Requirements to mainly align with the State Public Health Officer’s revised Guidance issued December 30, 2021.
On January 5, 2022, the Los Angeles County Public Health Officer issued latest revised order, Responding Together At Work and In the Community, Beyond the Blueprint for a Safer Economy, High Transmission- Encouraging COVID-19 Vaccination and Booster dose coverage with significant risk reduction measures, updating masking requirements for employers effective no later than January 17, 2022 and updating definitions for mega events effective January 15, 2022 in alignment with the State Public Health Officer's December 31, 2021 Order.
As recently as January 10, 2022, the Los Angeles County Public Health Officer issued an updated order, Responding Together At Work and In the Community, revising the Isolation and Quarantine Requirements to align with the State Public Health Officer’s revised Guidance for Local Health Jurisdictions on Isolation and Quarantine of the General Public, released on January 8, 2022.
Legal Review
The City Attorney’s office has reviewed this item.
Fiscal Impact
With the State declaration of a health emergency, local COVID-19 response efforts may be eligible for state or federal reimbursement. The costs of responding to COVID-19 are unknown at this time due to evolving conditions but are being tracked by staff. The costs of conducting teleconference meetings have been factored into the City’s budget.
Public Notification of Agenda Item
The public was made aware that this item was to be considered this evening by virtue of its inclusion on the legally publicly noticed agenda, posting of the same agenda and reports on the City’s website.
Attachment:
1. City Council Resolution
10 - 4
ATTACHMENT
City Council Resolution
10 - 5
270845.1
CITY OF SOUTH PASADENA
RESOLUTION NO. XXXX
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SOUTH PASADENA, CALIFORNIA,
AUTHORIZING REMOTE TELECONFERENCE MEETINGS OF
THE LEGISLATIVE BODIES OF THE CITY OF SOUTH PASADENA
FOR THE PERIOD OF FEBRUARY 3, 2022 THROUGH MARCH 5, 2022,
PURSUANT TO BROWN ACT PROVISIONS
WHEREAS, the City of South Pasadena is committed to preserving and nurturing public access and participation in the meetings of its legislative bodies; and WHEREAS, all meetings of the City of South Pasadena’s legislative bodies are open and public, as required by the Ralph M. Brown Act (Cal. Gov. Code 54950 – 54963), so that any member of the public may attend, participate, and watch the City’s legislative bodies conduct their business; and
WHEREAS, the Brown Act, Government Code section 54953(e), makes provisions for remote teleconferencing participation in meetings by members of a legislative body, without compliance with the requirements of Government Code section 54953(b)(3), subject to the existence of certain conditions; and
WHEREAS, a required condition is that a state of emergency is declared by the Governor pursuant to Government Code section 8625, proclaiming the existence of conditions of disaster or of extreme peril to the safety of persons and property within the state caused by conditions as described in Government Code section 8558; and WHEREAS, a proclamation is made when there is an actual incident, threat of disaster, or extreme peril to the safety of persons and property within the jurisdictions that are within the City’s boundaries, caused by natural, technological, or human-caused disasters; and WHEREAS, it is further required that state or local officials have imposed or recommended measures to promote social distancing, or, the legislative body meeting in person would present imminent risks to the health and safety of attendees; and WHEREAS, on March 4, 2020, Governor Gavin Newsom declared a state of emergency to exist in California as a result of COVID; and WHEREAS, on March 4, 2020, the Chair of the Los Angeles County Board of Supervisors and the Los Angeles County Health Officer declared a local emergency and a local health emergency, respectively, as a result of COVID-19; and WHEREAS, on March 18, 2020, the South Pasadena City Council adopted Resolution No. 7646 declaring a local emergency, restricting private and public gatherings, and establishing protections for residential and commercial tenants, among other things; and the South Pasadena City Council has renewed the declaration of local emergency on May 6, 2020 (Resolution No. 7648), June 17, 2020 (Resolution No. 7657), August 5, 2020 (Resolution No. 7669), August 19, 10 - 6
270845.1
2020 (Resolution No. 7678), October 21, 2020 (Resolution No. 7685), December 16, 2020 (Resolution No. 7690), February 17, 2021 (Resolution No. 7703), April 7, 2021 (Resolution No. 7713), June 2, 2021 (Resolution No. 7721), July 21, 2021 (Resolution No. 7726), September 15, 2021 (Resolution No. 7732), November 3, 2021 (Resolution Nos. 7734 and 7739), December 1, 2021 (Resolution No. 7741), December 15, 2021 (Resolution No. 7743), and January 12, 2022 (Resolution No. 7746); and
WHEREAS, on September 16, 2021, Governor Newsom signed AB 361, which allows cities to continue to meet remotely during proclaimed states of emergency under modified Brown Act requirements that are similar but not identical to the rules and procedures established by the Brown Act Orders; and
WHEREAS, on December 31, 2021, in light of the drastic increases in cases and resultant hospitalizations, and to lessen the severity of the Omicron and Delta variant surge in Los Angeles County and protect against overwhelming the health care delivery system, the Los Angeles County Public Health Officer issued a revised order revising Isolation and Quarantine Requirements to mainly align with the State Public Health Officer’s revised Guidance.
WHEREAS, on January 5, 2022, the Los Angeles County Public Health Officer issued a revised order, Responding Together At Work and In the Community, Beyond the Blueprint for a Safer Economy, High Transmission- Encouraging COVID-19 Vaccination and Booster dose coverage with significant risk reduction measures, updating masking requirements for employers effective no later than January 17, 2022 and updating definitions for mega events effective January 15, 2022 in alignment with the State Public Health Officer's December 31, 2021 Order.
WHEREAS, as recently as January 10, 2022, the Los Angeles County Public Health Officer issued an updated order, Responding Together At Work and In the Community, revising the Isolation and Quarantine Requirements to align with the State Public Health Officer’s revised Guidance for Local Health Jurisdictions on Isolation and Quarantine of the General Public, released on January 8, 2022.
WHEREAS, the City previously adopted Resolution No. 7734 finding that the requisite conditions exist for the City of South Pasadena to conduct teleconference meetings under California Government Code section 54953(e); and
WHEREAS, Government Code section 54953(e)(3) requires the legislative body adopt certain findings by majority vote within 30 days of holding a meeting by teleconference under Government Code section 54953(e), and then adopt such findings every 30 days thereafter; and WHEREAS, the City will continue to ensure public access to meetings of its legislative bodies pursuant to the relevant sections of the Government Code as it has done throughout the Governor’s declaration of a State of Emergency.
WHEREAS, the City of South Pasadena desires to continue to have the ability to hold its public meetings by teleconference consistent with Government Code section 54953(e).
NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF SOUTH
PASADENA, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE AND 10 - 7
270845.1
ORDER AS FOLLOWS:
SECTION 1. Recitals. The preceding Recitals are true and correct and are hereby incorporated and adopted as findings and determinations by the City Council as if fully set forth herein.
SECTION 2. Proclamation. The City Council does hereby find:
A. That a state of emergency continues to exist within our community, and that the Los Angeles County Department of Public Health continues to impose and recommend measures to promote social distancing;
B. That as a consequence of the State and local emergencies and the physical distancing requirements recommended by the State and local public health officers, the City Council does hereby find that the legislative bodies of the City of South Pasadena may conduct their meetings without compliance with paragraph (3) of subdivision (b) of Government Code section 54953, as authorized by subdivision (e) of section 54953, and that such legislative bodies shall comply with the requirements to provide the public with access to the meetings as prescribed in paragraph (2) of subdivision (e) of section 54953; and
C. That the City will continue to ensure public access to meetings of its legislative bodies pursuant to the relevant sections of the Government Code as it has done throughout the Governor’s declaration of a State of Emergency.
SECTION 3. Remote Teleconference Meetings. The City Manager and legislative bodies of the City of South Pasadena are hereby authorized and directed to take all actions necessary to carry out the intent and purpose of this Resolution including, conducting open and public meetings in accordance with Government Code section 54953(e) and other applicable provisions of the Brown Act. Furthermore, City Manager and staff are directed to return to the City Council no later than thirty (30) days after the adoption of this resolution for the City Council to consider whether to again make the findings required to meet under the modified teleconference procedures of AB 361.
SECTION 4. Effective Date of Resolution. This Resolution shall take effect immediately upon its adoption and shall be effective until the earlier of March 5, 2022, or such time the City Council adopts a subsequent resolution in accordance with Government Code section 54953(e)(3) to extend the time during which the legislative bodies of the City of South Pasadena may continue to teleconference without compliance with paragraph (3) of subdivision (b) of section 54953.
PASSED, APPROVED AND ADOPTED on this 2nd day of February, 2022. 10 - 8
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Tameka J. Cook, Chief City Clerk
Michael A. Cacciotti, Mayor
ATTEST:
APPROVED AS TO FORM:
Tameka J. Cook, Chief City Clerk Andrew L. Jared, City Attorney 10 - 9
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11 Second Reading and Adoption of Ordinance Amending the SPMC Regarding Accessory Dwelling Units February 2, 2022
was important to have both sets of regulations in place prior to January 1, 2022. The ADU Urgency Ordinance adopted on December 15, 2021 will automatically be repealed when the ADU Phase II Ordinance is adopted under the regular procedure. The first reading and introduction of Ordinance Amending the SPMC Regarding Accessory Dwelling Units was held on January 19, 2022.
Environmental (CEQA) Review
In accordance with the California Environmental Quality Act (CEQA), the proposed Code amendment is exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines § 15061(b)(3), which states the common sense exemption that CEQA applies only to projects which have the potential for causing a significant effect on the environment. It may be seen with certainty that there is no possibility this Zoning Code Amendment to amend regulations pertaining to ADUs may have a significant effect on the environment, as ADU development is generally a ministerial action and therefore, not a “project” under CEQA.
Fiscal Impact
There is no fiscal impact with the adoption of the Zoning Code Amendment. Based on City policy to encourage and facilitate construction of ADUs, the City does not charge an application processing fee for ADUs and only charges an inspection fee of $161. Building permit fees are determined based on the project valuation. There is no change to the existing fee requirements proposed as part of this action.
Public Notification of Agenda Item
The public was made aware that this item was to be considered this evening by virtue of its inclusion on the legally publicly noticed agenda, posting of the same agenda and reports on the City’s website and in the South Pasadena Review.
Attachments
1. ADU Ordinance (South Pasadena) Final 1-24-22
2. South Pasadena ADU Design Guidelines on Historic Properties Guidebook 11 - 2
ATTACHMENT 1
ADU Ordinance
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ORDINANCE NO._________
AN ORDINANCE OF THE CITY OF SOUTH PASADENA AMENDING CHAPTER 36 (“ZONING”), ARTICLE III (“SITE PLANNING AND GENERAL DEVELOPMENT STANDARDS”), SECTION 36.350.200 (“RESIDENTIAL USES—ACCESSORY DWELLING UNITS”) OF THE CITY OF SOUTH PASADENA MUNICIPAL CODE
WHEREAS, On March 4, 2021, the Southern California Association of Governments (SCAG) finalized the new RHNA allocation numbers for the region, based on the State’s housing needs assessment. South Pasadena was assigned 2,067 units, which the City must show capacity to build in the 2021-2029 Housing Element; and WHEREAS, the City is in the process of preparing its 6th cycle Housing Element (2021- 2029) to include compliant housing opportunity sites analysis for potential development of housing to meet its needs assessment, housing constraints analysis and consideration of housing policies to promote affordable housing production; and
WHEREAS, the City, which is largely built out, currently has approximately 10,007 existing housing units and considers ADU development to be an important source of future housing units, including affordable housing, to comply with the Regional Housing Needs Assessment (RHNA); and
WHEREAS, according to the City’s inventory of historic resources, there are more than 2,700 of properties within the City that are either formally designated on a federal, state or local register or eligible for historic designation or contributors to a historic district; and WHEREAS, Government Code Section 65852.2 authorizes the City to create objective standards for accessory dwelling unit development on historic properties that include, but are not limited to, parking, height, setback, landscape, architectural review, maximum size of a unit, and standards that prevent adverse impacts on historic properties; and WHEREAS, pursuant to a State Certified Local Government (CLG) grant, the City engaged consultant, ARG, to assist in the creation of both a set of objective design standards for ADU development on historic properties, and proposed amendments to the City’s existing ADU Ordinance in order to in provide opportunities for ministerial approval of ADU development on historic properties which also maintain the historic character of the City; and WHEREAS, several owners of historic properties have contacted the City’s Planning & Community Development Department for guidance on adding an ADU to their property; and WHEREAS, these ministerial development standards to facilitate ADU development on historic properties will help protect the integrity of the City’s historic resources, while allowing ADU development in support of the City’s RHNA allocation, including affordable housing development; and
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WHEREAS, the City’s residents comprise over 50% renters, many of whom are rentburdened, spending more than 30% of their gross income on rent—therefore, enhancing affordable housing stock is an immediate public health and safety concern for the City; and WHEREAS, on January 1, 2022, SB 9 becomes effective and property owners will have to choose whether to develop an ADU under the authority of SB 9 or the City’s ADU ordinance, and updating the ADU ordinance to support ADU development on historic properties will enhance these opportunities and help avoid confusion as to which regulations apply; and WHEREAS, on December 15, 2021, the City Council adopted this ordinance as an urgency ordinance to protect public peace, health, and safety, via exercise of the powers provided to cities in Article XI, Section 7, of the California Constitution, and in compliance with Government Code section 36937. The City Council now seeks to adopt this ordinance after first and second reading on a non-urgency basis.
The people of the City of South Pasadena do hereby ordain as follows:
SECTION 1. Section 36.350.200 (“Residential Uses—Accessory Dwelling Units”) or Article III ("Site Planning and General Development Standards”) of Chapter 36 ("Zoning") of the South Pasadena Municipal Code is amended to read as follows:
“36.350.200 Residential Uses—Accessory Dwelling Units (ADUs).
A. Definitions. The following definitions shall apply to this section.
Accessory Dwelling Unit (ADU). See SPMC 36.700.020.A.
Attached ADU: An ADU that is attached to the primary dwelling, not including a JADU.
Bathroom. Facility required to include a shower and/or bath, sink and a toilet.
Conversion. All or a portion of an existing space or structure which is used to create an ADU or JADU (e.g., master bedroom, attached garage, storage area, or similar use, or an accessory structure) on the lot of the primary dwelling. A conversion does not include the portion of any expansion of the existing space or structure.
Detached ADU. The unit is separated from the primary dwelling.
Efficiency kitchen. Required to include a cooking appliance, such as a hot plate and microwave with a sink, and a food preparation counter and storage cabinets.
High risk fire area. The area located south of Monterey Road, extending to the city border, and west of Meridian Avenue, extending to the city border, as established in SPMC Chapter 14.
Historic Property. For purposes of this section, this shall refer to a property that is: 1) designated as an individual landmark or as a contributor to a designated historic district; 2) identified on an inventory that has been adopted by the City as a property eligible as an 11 - 5
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individual landmark or as a contributing structure to an eligible historic district, as authorized by Health and Safety Code Section 18955.
Junior Accessory Dwelling Unit (JADU). A specific type of conversion of existing space that is contained entirely within an existing or proposed single-family residence, which shall not exceed 500 square feet in size. A JADU may share central systems (HVAC, water, electric), contain an efficiency kitchen or cooking facilities and bathroom, or may share a bathroom with the primary dwelling.
B. Applicability. The standards and criteria in this section apply to properties containing single-family or multifamily housing units within all zoning districts that allow residential uses.
These standards are in addition to all other applicable standards found in this Zoning Code; in case of conflict the standards of this section shall apply.
C. Applications. Pursuant to Government Code Section 65852.2, applications for accessory dwelling units shall be considered ministerially (staff-level approval based on objective standards) within 60 days after the application is deemed complete. The application for the creation of an ADU or JADU shall be deemed approved if the local agency has not acted on the application within 60 days from the date it is deemed complete. The application process and requirements shall be set forth in a written document provided by the Planning Department.
1. Timing of Concurrent Applications. An applicant may submit an application to construct an ADU concurrently with other proposed development, such as new construction of or an addition to an existing primary dwelling. The following shall apply in these cases:
a. New construction of primary dwelling unit, with attached ADU/JADU or detached ADUs: Approval of all applicable discretionary entitlements for the primary dwelling shall be required before the ADU/JADU application may be deemed complete and approved. ADU applications submitted prior to the construction of a primary dwelling unit which was subject to discretionary review and which conflict with the conditions of approval for the primary dwelling unit shall be denied unless the primary dwelling unit conditions of approval are first amended.
b. Conversions of existing accessory structures: The ADU application for conversion of a detached accessory structure may be approved within 60 days after it has been deemed complete, regardless of a concurrent application for an addition to the primary dwelling. If the conversion is a garage that removes existing parking, replacement parking for the primary structure shall not be required, and the proposed addition to the primary dwelling shall not require additional parking.
c. Additions to existing primary dwelling unit with proposed attached ADU/JADU: Approval of all applicable discretionary entitlements for the primary dwelling shall be required before the attached ADU/JADU application may be deemed complete and approved, unless the ADU application is for a 11 - 6
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conversion. No attached ADU is permitted for a historic property, pursuant to Sub-section (J) below.
d. Additions to existing primary dwelling unit with proposed detached ADU:
The ADU application for a new construction detached ADU, or a conversion plus expansion of a detached accessory structure, shall be approved within 60 days after it has been deemed complete. If the application for an addition to the primary dwelling unit is deemed complete together with the ADU application, 800 square feet of the ADU shall be allowed to exceed the FAR and lot coverage in calculating the allowable floor area for the addition to the primary dwelling unit. If the ADU application includes a garage conversion that removes existing parking, replacement parking for the primary structure shall not be required, and the proposed addition to the primary dwelling shall not require additional parking.
2. Prerequisite Discretionary Permits. Accessory dwelling unit applications shall not be deemed complete until all applicable discretionary prerequisites have been approved.
Prerequisites may include tree removal permits, Certificates of Appropriateness, and hillside development permits.
D. Ownership. An ADU or JADU may not be owned or sold separately from the primary dwelling. The City may require a deed restriction in a form approved by the City Attorney to enforce the restrictions set forth in this section.
1. JADU Owner-occupancy required. The owner shall reside in either the remaining portion of the primary residence, or in the newly created JADU.
E. Development Standards for ADUs on Single-Family Properties.
The following standards apply to ADU development on a property that is not a historic property (see Sub-section J).
1. Location
a. Number of ADUs. One ADU, either attached or detached, and one JADU shall be allowed on a single-family property.
b. Location on site. An ADU may be attached to or detached from the primary dwelling on the same lot. An accessory dwelling unit may be located within and/or above a garage or other existing accessory structure. c. Hillside locations. An ADU on a hillside property may be attached or detached, in a location within, behind or underneath the primary dwelling, underneath a parking bridge even if it is closer to the front property line than the primary dwelling, or as a conversion of existing space. A hillside development permit may be required, consistent with SPMC division 36.340.
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d. Location in front of primary dwelling. If 50% or more of the existing primary dwelling is located in the rear 1/3rd of a property that is not a historic property, an attached or detached ADU shall be allowed in front of the primary dwelling as follows:
i. Ministerial review (staff-approval): For an ADU that is one story, not more than 850 square feet for a unit with up to one bedroom or 1,000 square feet if the unit includes two or more bedrooms, and maximum 16 feet in height.
ii. Design Review Board approval: For an ADU that exceeds the standards of (i) above, and is no more than 1,200 square feet in size and maximum two stories not to exceed a height of 18 feet for a flat roof, plus a 1-foot parapet, and 22 feet for a pitched roof.
e. Standards for ADUs in front of primary dwelling. Where feasible, ADUs located in front of the primary dwelling per (d) above shall comply with the following standards:
i. The ADU shall comply with the applicable front yard setback requirement for the district in which it is located, and with minimum side yard setbacks of four feet.
ii. The structure’s front yard-facing façade shall include an entry into the unit and a covered porch or awning.
iii. The application shall provide a landscape plan for the area in front of the ADU in compliance with 36.330.030. No new driveway or parking area shall be allowed directly in front of the ADU.
iv. A minimum 20 square feet of window area shall be provided on each front and corner-facing elevation. No window with any exposed vinyl material in part or in whole shall be allowed on these elevations. v. The ADU shall have a pitched roof if one or more adjacent properties have pitched roofs.
vi. If a garage is attached to the ADU, it shall be set back 10 feet from the front elevation.
2. Floor area.
Floor area of an ADU that exceeds the property’s lot coverage and floor area ratio (FAR) requirements shall be permitted as required by Government Code Section 65852 and as specified in this sub-section. An ADU which is proposed to exceed lot coverage and floor area ratio (FAR) as described below shall not be approved, unless the size is reduced to comply with this sub-section. For purposes of development of other structures on the property, the floor area of an existing ADU shall be counted in the calculation of the property’s total lot coverage and floor area ratio, except that when an existing garage has 11 - 8
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been converted or partially converted to an ADU and no other garage has been or is proposed to be constructed onsite, up to 500 square feet of such garage conversion shall not be counted toward lot coverage and floor area ratio. a. New Construction Attached ADU. An accessory dwelling unit attached to the primary dwelling shall have a minimum floor area of 150 feet, and a maximum floor area of 850 square feet for a unit with up to one bedroom or 1,000 square feet if the unit includes two or more bedrooms. Up to 800 square feet of the floor area of the ADU shall be allowed to exceed the property’s lot coverage and FAR requirements.
b. New Construction Detached ADU. A detached accessory dwelling unit shall have a minimum floor area of 150 square feet, and a maximum floor area of 1,200 square feet. Up to 800 square feet of the floor area of the ADU shall be allowed to exceed the property’s lot coverage and FAR requirements. c. Conversion ADUs. The maximum size of an ADU that is a conversion of an existing accessory structure shall be the size of the existing structure plus an expansion up to an additional 150 square feet if necessary for ingress and egress only.
i. An ADU that expands upon the existing structure being converted in excess of the ingress and egress exemption shall be a maximum of 1,200 square feet. Up to 800 square feet of the floor area of the ADU shall be allowed to exceed the property’s lot coverage and FAR requirements. d. Junior Accessory Dwelling Units (JADUs). The maximum floor area for a junior accessory dwelling unit shall not exceed 500 square feet. If the ADU shares an existing bathroom with the primary dwelling, the bathroom area shall not be included. However, a newly constructed bathroom shall be included in the maximum size of the JADU even if proposed to be shared with the primary dwelling.
3. Height Limits. The maximum height of an attached or detached new accessory dwelling unit shall not exceed the following limits. For purposes of this section, “story” shall mean a distinct level of living space, excluding loft area that is open to living space below:
a. For a one-story ADU: 16 feet to top of parapet or pitched roof b. For a two-story ADU including an ADU located above an accessory structure: 18 feet for a flat roof, plus a 1-foot parapet, or 22 feet for a pitched roof
c. For a conversion ADU (without an expansion): the height of the existing structure.
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4. Setbacks. An accessory dwelling unit shall comply with the front yard setback requirements of the applicable zoning district (see Article 2, Zoning Districts, Allowable Land Uses, and Zone-Specific Standards), except that no setback shall be required for the conversion of an existing structure, and a setback of no more than 4 feet from the side and rear lot lines shall be required for new construction. a. Additions to structures with non-conforming setbacks. If the ADU is a conversion of an existing accessory structure with a side yard setback of less than 4 feet, the wall may be extended for an additional 10 feet at the same setback, provided it is not less than 3 feet from the side property line and not less than 4 feet from the rear property line. If the existing setback is less than 3 feet, the addition shall be required to maintain the 4-foot setback.
5. Building Separation. Detached ADUs on residentially zoned parcels that are larger than 800 square feet shall comply with the ten-foot building separation requirement in SPMC
36.220.040.
6. Standards for JADUs (see also Sub-section I).
A JADU shall include:
a. An outdoor entrance that is separate from the primary dwelling. b. At a minimum, an efficiency kitchen, a separate or shared bathroom, sleeping and living area.
F. Development standards for ADUs on multi-family and mixed-use properties.
1. Where these standards conflict with the design standards set forth in Sub-section (J) below for historic properties, the standards set forth in Sub-section (J) shall control.Number of Detached ADUs. Not more than two detached accessory dwelling units may be located on lots with a multi-family dwelling.
2. Setbacks. An accessory dwelling unit shall comply with the front yard setback requirements of the applicable zoning district (see Article 2, Zoning Districts, Allowable Land Uses, and Zone-Specific Standards), except that no setback shall be required for the conversion of an existing structure, and a setback of no more than 4 feet from the side and rear lot lines shall be required for new construction.
3. Detached ADU standards. The accessory dwelling units shall maintain 4-foot side and rear yard setbacks; and shall not exceed 16 feet for a one-story structure or, for a twostory structure, 18 feet for a flat roof, plus a 1-foot parapet, or 22 feet for a pitched roof.
4. Conversion ADUs. Nonliving space within the existing building envelope on lots with a multifamily dwelling, including storage rooms, boiler rooms, passageways, attics, basements, or garages, may be converted into accessory dwelling units if each unit complies with State building standards for dwellings and on the condition that the 11 - 10
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number of accessory dwelling units created do not exceed 25% of the number of existing multifamily dwelling units, or at least one unit, including the accessory dwelling units created.
G. Development Standards Applicable to ADUs on All Properties
1. Two-Story ADUs. Except as approved by the Design Review Board pursuant to E.1.d above, a two-story ADU shall comply with the following standards as applicable. Where these standards conflict with ADU design standards set forth in Sub-section (J) below for historic properties, the standards set forth in Sub-section (J) shall control. a. Windows: Where primary dwelling units are not allowed to build within 6 feet of the property line, the following shall be required: on 2nd floor elevations with setback less than 6 feet from a property line shared with adjacent residential parcels, only fixed windows, or fixed panes of a window assembly, composed of plain obscured glass (such as frosted) with no color shall be placed in the area up to 5 feet above the interior floor height. Any clear window or window pane on these elevations shall be placed so that the bottom of the clear glass is at least 5 feet above the interior floor height.
b. Balconies: Balconies shall only be allowed on elevations facing the interior of the property, e.g., facing the primary dwelling and/or the back yard area directly behind the primary dwelling. In the case of an ADU on a corner lot, a balcony may face the adjacent street.
c. Setbacks for 2nd floor: The second floor of an ADU shall be set back a minimum of 4 feet from the side and rear property line.
i. Notwithstanding the above, a second floor ADU proposed above an existing accessory structure shall be allowed to maintain the same setback as an existing wall provided the wall is at least three feet from the property line.
d. 2nd Floor Articulation: 30% of the side and rear wall plane above the first floor shall be articulated with minimum 18-inch recesses.
2. Separate Entrance. An attached ADU shall have an outdoor entrance that is separate from the primary dwelling.
3. Interior Facility Requirements. An ADU shall provide living quarters independent from the primary dwelling, including living, sleeping, permanent provisions for cooking and a bathroom.
4. Utilities. An ADU may have shared or separate utility services (e.g., an electrical and/or gas meter) from the primary dwelling.
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5. Mechanical Equipment. Outdoor equipment associated with electric split or mini-split heating and cooling systems dedicated solely to an attached or detached ADU may be placed in the rear yard setback area.
H. Parking
1. Exemptions. With the exception of I.1, below, no off-street parking shall be required for an ADU or JADU if:
a. The ADU is located within one-half mile walking distance of a bus stop or light rail station.
b. When on-street parking permits are required but not offered to the occupant of the ADU.
c. The ADU is within an historic district or an eligible historic district, or a designated historic property, as identified by the National Register for Historic Places, the California Register for Historic Places, or the City’s Cultural Heritage Ordinance.
d. The ADU or JADU is within the existing primary dwelling. e. There is a car share vehicle located within one block of the ADU.
2. Parking required. Parking shall be required for an accessory dwelling unit under the following conditions (see also I.1, below):
a. If the ADU does not qualify for an exemption based on the list above, in which case one off-street parking space shall be required.
b. If the ADU or ADUs are within a multi-family property, in which case one offstreet parking space shall be required per three accessory dwelling units, or fraction thereof. The requirement shall be cumulative if ADUs are built sequentially.
I. High Risk Fire Areas. The areas of the City defined as “high risk fire area” pursuant to SPMC Section 14.1, are subject to additional requirements for parking and fire sprinklers due to topographic and climatic conditions which create public safety risks, including accessibility of fire apparatus on narrow streets, and delay times in evacuation and response due to accessibility challenges. Requiring parking on-site is intended to reduce parking on the narrow streets, in order to increase accessibility of fire apparatus and facilitate evacuation; use of fire sprinklers in new development helps control the spread of small fires, which promotes effectiveness in controlling a fire in early stages, allowing for responding fire apparatus and suppression crew to arrive on scene and deploy industry-standard pre-connected 250-foot hose lines or standard hose 11 - 12
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packs as necessary to reach and defend occupants and structures. Based on these findings of public safety necessity, proposed ADUs and JADUs in the High Risk Fire Area shall be subject to the following additional requirements.
1. Parking. If the property is located adjacent to a narrow street, defined as a street with a width of less than 28 feet, one off-street parking space shall be provided. The ADU may not displace existing parking for the primary residence. Notwithstanding, a garage may be converted to an ADU if all removed parking spaces are provided elsewhere on the property for the primary dwelling in addition to the parking space to be provided for the ADU.
2. Fire Sprinklers. Fire sprinklers shall be required.
3. Distance from front property line. A detached ADU shall be located within 150 feet of the front property line in order to facilitate emergency fire access, including deployment of an industry-standard, pre-connected 250-foot hose line. Notwithstanding, for flag lots, for the purpose of deploying industry-standard hose-packs, the ADU may be located within 100 feet of a dry standpipe installed on the property with approval of the Fire Chief.
J. Design Standards for Historic Properties
1. Applicability. ADUs proposed for development on a historic single- or multi-family property shall comply with the Design Standards set forth in this Sub-section (J) and the South Pasadena Design Guidelines for ADU Development on Historic Properties. The following types of ADUs are permitted on historic properties:
a. Conversion of an existing accessory structure, with or without additional floor area.
b. New construction of a detached ADU.
c. JADUs within the envelope of the existing primary dwelling, consistent with the requirements of Sub-section J.8.f. below.
2. Exemptions. Detached ADUs and accessory structure additions on a historic property that are not visible from the public right-of-way are not subject to compliance with Subsection (J) or the South Pasadena Design Guidelines for ADU Development on Historic Properties. Visibility from the public right-of-way for this purpose shall be determined as follows:
a. Visibility of the structure from the street immediately in front of and within 10 feet on either side of any street-adjacent property line(s). This shall include both adjacent streets for corner properties. An alley is not considered a public right-ofway for this purpose. 11 - 13
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b. Vegetation, gates, fencing, and any other landscaping elements shall not be considered in determining visibility from the public right-of-way.
3. Procedures. Detached ADUs subject to requirements of this Sub-section (J) shall require ministerial (staff-level) approval, except in the following instances:
a. Cultural Heritage Commission (CHC) Review and Approval. CHC review and approval shall be required if an application proposes new construction of a detached ADU or additions to an existing accessory structure if the proposed ADU does not comply with the standards set forth in this Sub-section (J).
4. Location.
a. New Construction, Detached ADU. Detached ADUs shall be located at the rear of the property, except as provided in Sub-section b, below. b. New Construction, Detached ADU in front of primary dwelling. If 50% or more of the primary dwelling is located at the rear 1/3rd of a property and there is no other location on the property in which a maximum 800 square foot ADU could be added, a detached ADU shall be allowed in front of the primary dwelling, in compliance with Sub-sections E.1.e and J.8, and with the following:
i. ADUs proposed in front of the primary dwelling shall not be placed in a manner that blocks visibility of more than 50% of the front/primary façade (the façade containing the main entrance) from the public right-of-way, using the definition of Visibility provided in Sub-section J.2, above. ii. The ADU shall not be placed in such a manner that the main entrance to the primary dwelling is not visible from the public right-of-way. iii. The maximum size of the ADU in front of the primary dwelling shall be 800 square feet.
iv. The maximum height of the ADU in front of the primary dwelling shall be 16 feet.
c. Accessory Structure Additions. If an accessory structure is subject to the provisions of this Sub-section (J), the addition shall not be attached to the front façade (the façade containing the main/vehicular entrance) of the accessory structure.
5. Size and Height Limits. ADUs shall comply with the size and height standards set forth in Sub-section E.3 as well as the following, in order to avoid an adverse impact on the historic property. In case of conflict, these standards shall apply:
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a. The height of the ADU shall not exceed the height of the primary dwelling, with the following exception.
i. Even if the primary dwelling is less than 16 feet in height, the ADU shall be permitted to have a maximum height of 16 feet.
b. Two-story ADUs shall be permitted up to 18 feet in height for a flat roof, plus a 1- foot parapet, or 22 feet in height for a pitched roof, as long as the ADU is lower than the height of the primary dwelling. Two-story ADUs shall only be permitted when the primary dwelling is two stories in height, with the following exception. i. If the historic property is on a hillside lot and contains a one-story primary dwelling, a two-story ADU shall be permitted if the ADU is located downslope and at the rear of the property so that it is still lower than the height of the primary dwelling as viewed from the public right-of-way.
6. Demolition of accessory structures.
a. For an ADU proposal involving the demolition of an existing accessory structure older than 45 years of age, the staff-level Historic Resource Evaluation Report is required to determine if the existing accessory structure constitutes a characterdefining feature of the property. An accessory structure that has been determined to be a character-defining feature of a historic resource shall not be demolished in order to construct an ADU. Such accessory structure shall be subject to the standards set forth in Section 2.67 of the South Pasadena Cultural Heritage Ordinance (Ordinance No. 2315).
7. Architectural Style.
a. A new construction detached ADU subject to the requirements of this Sub-section (J) shall be designed as a simplified stylistic variation of its primary dwelling through the incorporation of the design elements listed in Sections 8 and 9, and the South Pasadena Design Guidelines for ADU Development on Historic Properties.
b. Exterior changes to an existing accessory structure subject to the requirements of this Sub-section (J) shall comply with relevant requirements listed in Sections 8 and 9, and the South Pasadena Design Guidelines for ADU Development on Historic Properties.
8. Required Design Elements.
a. Roof type/pitch for new construction detached ADUs and accessory structure additions. The roof type (flat, gable, hipped) shall match the primary dwelling or existing accessory structure (if attached to the accessory structure). The roof pitch (low, medium, steep) shall be similar to the primary dwelling/existing accessory structure and within the roof pitch range that is appropriate for the architectural 11 - 15
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style of the dwelling/structure as specified in the Design Guidelines for ADU Development on Historic Properties.
b. Roof material. New roof materials for a new construction detached ADU or an accessory structure conversion/addition shall match the primary dwelling or the existing accessory structure (if attached to the accessory structure), with the following exceptions. Vinyl tiles and cement shakes are prohibited. i. Composition shingle roofing is an acceptable alternative to wood shingle. ii. Cement tile roofing is an acceptable alternative to clay tile. iii. Solar shingle roofing is an acceptable alternative to asphalt composition or wood shingle roofing.
c. Wall cladding type/material. New cladding material (wood, wood composite, stucco, masonry) and orientation (horizontal or vertical) for a new construction detached ADU or an accessory structure conversion/addition shall substantially match the primary dwelling or the existing accessory structure (if attached to the accessory structure). Cladding shall be differentiated from the primary dwelling/existing accessory structure cladding through color, profile, width, and/or texture.
d. Door type/material. New doors shall be made of the same or similar materials as those of the primary dwelling or the existing accessory structure (if attached to the accessory structure).
i. Accessory Structure Conversions/Additions. Existing garage doors may be replaced with new doors or infilled, provided that the framing to the original opening is preserved.
e. Window type/material. New windows shall have the same orientation (vertical or horizontal) as the predominant window type on the primary dwelling or the existing accessory structure (if attached to the accessory structure). New windows shall be made of the same or similar materials as those of the primary dwelling/existing accessory structure. No window with any exposed vinyl material in whole or in part shall be permitted.
f. Entrances and new windows in Junior Accessory Dwelling Units (JADUs).
JADU entrances and new windows, if required by Building Code, shall be located on a secondary (non-street facing) façade, or the façade that does not contain the main entrance to the primary dwelling (if on a corner lot property), where feasible.
9. Optional Design Elements. The following design elements shall be acceptable on the ADU if they are present on the primary dwelling/existing accessory structure: dormers, 11 - 16
14 273321.1
bay windows, arched windows, and shutters. If these elements are not present on the primary dwelling/existing accessory structure, they shall not be permitted on the ADU.
K. Short-term rentals. Short-term rentals. An accessory dwelling unit shall not be rented out for a period of less than 30 days. The City may require a deed restriction to enforce this limitation, in a form approved by the City Attorney.
L. Fees. An accessory dwelling unit application must be submitted to the City along with the appropriate fee as established by the City Council by resolution in accordance with applicable law.
1. The City may impose a fee on the applicant in connection with approval of an ADU for the purpose of defraying all or a portion of the cost of public facilities related to its development, as provided for in Government Code Sections 65852.2(f)(1) and 66000(b).
2. The City will not consider an ADU to be a new residential use for purposes of calculating connection fees or capacity charges for utilities, including water and sewer service, unless the ADU was part of an application for a new single-family dwelling.
3. The City shall not impose any impact fee upon the development of an accessory dwelling unit less than 750 feet. Any impact fees charged for an accessory dwelling unit of 750 square feet or more shall be charged proportionately in relation to the square footage of the primary dwelling unit. Units that are deed-restricted, that rent can be no more than 80% of Area Median Income (AMI), are exempt from impact fees.
4. The City shall collect school impact fees pursuant to the State Law for development of an ADU or JADU.
M. Certificate of occupancy. A certificate of occupancy for an ADU or JADU shall not be issued before the issuance of a certificate of occupancy for the primary dwelling.” SECTION 2. CEQA. The City Council hereby finds that the proposed Code amendment is exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines § 15061(b)(3), which states the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. It may be seen with certainty that there is no possibility this Zoning Code Amendment may have a significant effect on the environment.
SECTION 3. Severability. If any section, subsection, sentence, clause, or phrase of this ordinance is for any reason held by a court of competent jurisdiction to be invalid, or otherwise not in force or effect, such decision shall not affect the validity, force, or effect, of the remaining portions of this ordinance. The City Council declares that it would have adopted this ordinance and each section, subsection, sentence, clause, and phrase thereof, irrespective of the fact that 11 - 17
15 273321.1
any one or more sections, subsections, sentences, clauses, or phrases be declared invalid or otherwise not in force or effect.
SECTION 4. Authority. This ordinance is enacted pursuant to Article XI, Section 7, of the California Constitution, and in compliance with Government Code section 36937.
SECTION 5. Repeal of Prior Ordinance and Effective Date. Upon adoption of this ordinance, the Mayor shall sign and the City Clerk shall attest to the passage of this Ordinance. The City Clerk shall cause the same to be published once in newspaper of general circulation within fifteen (15) days after its adoption. This Ordinance shall become effective 30 days after its passage. Upon the effective date of this Ordinance, the Urgency Ordinance No. 2360, passed on December 15, 2021, shall be repealed and of no further effect.
PASSED AND ADOPTED by the City Council of the City of South Pasadena, State of California, on February ____ , 2022, by the following vote:
AYES:
NOES:
ABSENT:
________________________________
Michael A. Cacciotti, Mayor
Attest:
_______________________
Tameka J. Cook, Chief City Clerk
11 - 18
ATTACHMENT 2
ADU Design Guidelines for
Historic Properties Guidebook
11 - 19
City of South Pasadena
Design Guidelines for ADU
Development on Historic Properties
Prepared for
City of South Pasadena
Prepared by
Architectural Resources Group
November 2, 2021
Architecture
Planning
Conservation
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2 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties 11 - 21
Preface
Historic Overview of Accessory Structures
South Pasadena: A City Rich with History
Purpose of the ADU Design Guidelines
Application and Use of the Guidelines
Approval Process
Visibility
Location
Size and Height
Setbacks and Orientation
Overall Design Principles
ADU Types
Design Elements
Victorian-Era Styles
Craftsman
Prairie
Mediterranean and Indigenous Revival Styles
Tudor Revival
Neoclassical
Italian Renaissance Revival
French Revival Styles
Colonial Revival Styles
Early Modern Styles
Minimal Traditional
Ranch Styles
Mid-Century Modern
678
10 11
12 13
16 19
21 24
25 27
32 36
40 44
49 53
57 61
65 69
73 77
82 1. Introduction
2. Planning Your ADU/JADU
3. Designing Your ADU/JADU
4. Historic Architectural Styles
Table of Contents
15 23
315
5. Regulatory Framework 87
Policy and Regulatory Framework 88
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4 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties 11 - 23
Chapter 1
Introduction
This Chapter provides an overview of the Design Guidelines for Accessory Dwelling Unit (ADU) Development on Historic Properties. It establishes the purpose of the Design Guidelines, their application and use, and the approval process for ADU projects on historic properties and in historic districts. 11 - 24
6 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Preface
In response to the statewide housing shortage, California State Government Code Section 65852.150, which pertains to the development of Accessory Dwelling Units (ADUs), has been amended to encourage denser development on single-family and multi-family residential properties. On October 9, 2019, Governor Gavin Newsom signed further changes to ADU regulations into law, which became effective in January 2020. The City of South Pasadena has implemented a number of measures to achieve compliance with the State legislation, while also protecting its historic resources.
In order to facilitate the ADU review process and provide a way for staff-level approval, the City has developed a set of Design Standards for ADUs on Historic Properties, incorporated into the ADU Ordinance (South Pasadena Municipal Code Chapter 36, Article 3, Section 36.350.200). These Design Guidelines for ADU Development on Historic Properties are intended to help homeowners to create an ADU that would not require discretionary review or approval by the Cultural Heritage Commission.
For many residents of South Pasadena, especially those living in a historic house, building an ADU will be their first chance to improve their property and express their creativity, adding to the built fabric of the City. While the City offers a streamlined review process for ADUs meeting the Design Standards in the ADU Ordinance, for those who wish to be more creative in their designs that may not meet the objective Design Standards, the ADU Ordinance provides procedures for review and approval by the Cultural Heritage Commission.
This project was made possible through State Certified Local Government (CLG) grant funding from the California Office of Historic Preservation (OHP) and National Parks Service (NPS).
Example of a historic Craftsman carriage house, the
Victorian Blissner House (210 Orange Grove Ave)
Example of a creatively designed ADU that would need
to be reviewed and approved by the Cultural Heritage
Commission. Odom Stamps’ Octagon built in 2009 (318
Fairview Ave)
11 - 25
Ch. 1 - Introduction I 7
Historic Overview of Accessory Structures
An understanding of the history and development of accessory structures and their relationship to the primary dwelling is helpful when undertaking an ADU project on a historic property.
Accessory structures in the late 19th and early 20th century (Victorian Era) were often quite ornate and featured a variety of architectural elements popular during the period, including complex roof forms, wood spindle work, and decorative shingle cladding. Nineteenth century pattern books, such as Rural Architecture, Cottage Residences, and The Country House, provided an array of ornate gardener’s cottages, carriage houses, gate lodges, stables, and poultry houses.
During the Arts and Crafts period at the turn of the 20th century through the 1910s, accessory structures became more utilitarian. Agricultural uses gave way to carriage houses or garages that usually mimicked the style of the primary residence in a simplified manner and reduced scale. Popular pattern books and magazines such as House Beautiful and Good Housekeeping illustrated designs of affordable houses and garages.
In the 1920s and 1930s, accessory structures such as garages and pool houses also reflected modest versions of their primary residences, which were typically designed in various Period Revival idioms including Neoclassical, Spanish Colonial Revival, and Tudor Revival.
Early Modern and Mid-Century Modern residences of the 1920s through the post-World War II period typically had garages that were minimalist in design.
Example of a Victorian-Era carriage house, left of the primary residence (Lewis F. Allen, Rural Architecture, New York 1852) 11 - 26
8 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties South Pasadena: A City Rich with History
The City of South Pasadena, incorporated in 1888, possesses a wealth of intact historic resources including residences, public buildings, neighborhoods, and commercial districts. The excellent state of integrity of many of these resources attests to a community that has recognized the social and economic value of preserving and conserving its city’s history. This effort goes back more than 50 years, with the establishment of a Cultural Heritage Commission to advise the South Pasadena City Council in 1971. It is important to continue this legacy, encouraging new development that responds thoughtfully to the historic existing built environment.
South Pasadena’s landscape has played a pivotal role in the cultural history of the Los Angeles basin, even before European settlement. For the Tongva and Kizh people, the Arroyo Seco served as a natural fording place that allowed for the transport of people and goods across the San Gabriel Valley and toward the coast. After Spanish conquest, and under Mexican rule, the first adobe structures on the Rancho San Pasqual—the land grant that formed the basis for Pasadena, South Pasadena, and Altadena—were built in South Pasadena.
In 1888, South Pasadena became the sixth community to incorporate in Los Angeles County. By this time, the area was becoming a popular destination for wealthy Easterners escaping the winter, with attractions such as the Raymond Hotel and the Cawston Ostrich Farm. Companies including the California Fruit Growers Exchange (later Sunkist) carpeted the city in orange trees, and the fragrant groves and balmy weather of South Pasadena were touted nationwide. Widespread development followed swiftly, including winter homes for East Coast magnates, bohemian dwellings in the Arroyo Seco by the circle of the writer Charles Lummis, and middle-class single-family residences in newly platted neighborhoods.
Houses on Buena Vista Street, n.d. (South Pasadena Public Library) 11 - 27
Ch. 1 - Introduction I 9
The Craftsman style came to dominate residential development in South Pasadena between 1900 and 1925. Influenced by the English Arts and Crafts movement, the design idiom emphasized proportional and well-crafted wood-frame construction and simplified lines. The Craftsman style emerged in the greater Arroyo Seco and Pasadena area with the work of the architects Charles and Henry Greene, who designed both high-style mansions and simple bungalows; here it flourished and, with the help of pattern books and architectural journals, spread throughout the country.
In the 1920s and ‘30s, the rapidly growing residential
neighborhoods of South Pasadena were populated with homes in a range of styles, including the Mission and Spanish Colonial Revival, Tudor Revival, and American Colonial Revival. These picturesque residences, set in a verdantly landscaped suburban setting, gave South Pasadena its reputation of small-town tranquility and authenticity connected to a dynamic urban core.
Today, there are nine formally designated residential historic districts in South Pasadena, and several more that have been identified as eligible for recognition. Preserving and carefully adapting these neighborhoods for new generations of residents is crucial to honoring South Pasadena’s rich cultural heritage.
The South Pasadena Design Guidelines for ADU Development on Historic Properties will help ensure the continued protection of the city’s historical character and scale, a high priority in the South Pasadena General Plan, while addressing the important statewide concerns for allowing additional housing through facilitating the development of accessory dwelling units (ADUs) on properties within the city.
South Pasadena: A City Rich with History
View of South Pasadena, 1908 (South
Pasadena Public Library)
Home of Thaddeus Lowe, built 1880s, photo
taken 1930 (South Pasadena Public Library)
11 - 28
10 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Design guidelines are one of many urban planning tools communities can use to encourage high-quality design and construction. This approach has been adopted and implemented in many Southern California communities.
The purpose of the South Pasadena Design Guidelines for ADU Development on Historic Properties is to preserve the historic and architectural character of the city by providing historic preservation guidance and resources for property owners and design professionals planning an ADU/JADU on a historic property or in a historic district. The guidelines will also be used by the City of South Pasadena Department of Planning and Building in evaluating such projects.
The Design Guidelines provide suggestions on how best to build an ADU/JADU in a way that preserves the historic character and significant features of the historic property and/or historic neighborhood.
What’s an Accessory Dwelling Unit (ADU)? A Junior Accessory Dwelling Unit (JADU)? An Accessory Dwelling Unit (ADU) is a residential unit added on an existing residential parcel. ADUs are subordinate to the main residence, generally due to their location on the lot and/or the smaller size of the unit. Also known as Secondary Units, Granny Flats, or In-Law Units, ADUs may be developed on an underutilized portion of a lot, within an existing accessory structure (i.e. a garage), or attached to an existing accessory structure. ADUs are independent units that have their own kitchens, bathrooms, and living areas. Additions to historic residences have to go through the Certificate of Appropriateness procedure outlined in the South Pasadena Cultural Heritage Ordinance.
A Junior Accessory Dwelling Unit (JADU) is a residential unit with its own entrance, built entirely within the existing footprint and square footage of the primary residential building. A JADU may share central systems (HVAC, water, electric), contain an efficiency kitchen or cooking facilities and a bathroom, or it may share a bathroom with the primary dwelling.
Purpose of the ADU Design Guidelines
JADU built entirely within
the existing building
footprint
Existing accessory
structure converted to
an ADU
Newly constructed detached
ADU on an underutilized
portion of a lot
11 - 29
Ch. 1 - Introduction I 11
Application and Use of the Guidelines
These Design Guidelines are based on the Secretary of the Interior’s Standards for the Treatment of Historic Properties and are intended to complement the ADUs Design Standards for Historic Properties in the South Pasadena ADU Ordinance (South Pasadena Municipal Code, Ch. 36, Article 3, Section 36.350.200). These Design Guidelines are meant as a planning tool for projects involving individual properties and districts listed in the City’s Inventory of Cultural Resources.
City of South Pasadena Inventory of Cultural Resources
The Inventory of Cultural Resources (the Inventory) is the City’s formally adopted, official list of historic properties (South Pasadena Municipal Code Chapter 2, Article IVH, Section 2.64). The Inventory includes properties that are formally designated and listed in the National Register of Historic Places (National Register), the California Register of Historical Resources (California Register), and/or the South Pasadena Register of Landmarks and Historic Districts (South Pasadena Register). It also includes properties that have been determined eligible for listing in the National Register, California Register, and South Pasadena Register. The Inventory contains 2,718 individual properties and contributors to historic districts.
The Inventory is composed of commercial, institutional, and residential properties. However, the vast majority of individual properties and historic districts are residential. These Design Guidelines provide guidance on best preservation practices and contextual design when planning an ADU or JADU project on a single- or multi-family residential property and/or within a residential historic district listed in the City’s Inventory. For more information about the Inventory, see Chapter 5, Regulatory Framework.
Historic Landmarks and Districts in the City of South Pasadena 11 - 30
12 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Approval Process
According to State ADU law (Section 65852.2 of the Government Code), ADU/JADU projects must be considered or reviewed ministerially (by staff), without discretionary review or a hearing. Under State law, cities may require that ADU/JADU projects on historic properties comply with design standards, provided that the standards are objective.
In compliance with State code, ADUs are permitted on historic properties and in historic districts where residential development or residential mixed-use development is allowed in South Pasadena. ADUs that include any exterior change to a historic property listed in the City’s Inventory must comply with the ADUs Design Standards for Historic Properties, with a few exceptions (see below).
Because a proposal for an ADU to be attached to a historic residence requires discretionary review in order to protect the historic resource consistent with the California Environmental Quality Act (CEQA Guidelines Section 15331) and South Pasadena Cultural Heritage Ordinance, no attached ADUs are permitted for a historic residence in the city.
Even if your ADU/JADU project does not require compliance with the Design Standards, you are encouraged to use these Design Guidelines if your project is located on a historic property or in a historic district. Use the following flow chart to determine the type of approval your ADU/JADU will require.
Is your ADU/JADU...
1. on a property with an individually designated or individually eligible dwelling listed in the City’s Inventory; or
2. on a property within a designated or eligible historic district listed in the City’s Inventory; or
3. within/attached to a historic accessory structure on a property listed in the City’s Inventory? NO
NO
YES
YES
The ADU/JADU is exempt from the
ADUs Design Standards for Historic
Properties.
Is your ADU within the
primary dwelling (a
JADU) and will result in
exterior changes to the
dwelling?
Is your ADU/JADU visible from the public right-of-way? See pages 13-14 for visibility requirements.
ADUs and JADUs
Your ADU/JADU will require staff-level (ministerial) approval unless your project does not comply with the ADUs Design Standards for Historic Properties. Projects that do not comply with the Design Standards require Cultural Heritage Commission (CHC) review and approval.
Your ADU is exempt
from the ADUs Design
Standards for Historic
Properties.
YES
NO
11 - 31
Ch. 1 - Introduction I 13
Visibility
Visibility from the Public Right-of-Way
This ADU is not visible from the public right-of-way
immediately in front of and within 10 feet of the side
property lines.
This ADU is visible from the public right-of-way on
the left side of the dwelling. Note that fences, gates, vegetation, and any other landscaping elements shall
not be considered in determining visibility form the
public right-of-way.
10’ 10’ 10’ 10’
For the purposes of the ADUs Design Standards and Design Guidelines for Historic Properties, visibility from the public right-of-way means the following:
• Visibility of the structure from the street immediately in front of and within 10 feet on either side of any streetadjacent property line(s). This includes both adjacent streets for corner properties. Alleys are not considered public right-of-way for this purpose.
• Vegetation, gates, fencing, and any other landscaping elements shall not be considered in determining visibility from the public right-of-way.
Fence
Not Visible Visible
Detached ADUs and accessory structure additions that are not visible from the pubic rightof-way are exempt from the ADUs Design Standards for Historic Properties. 11 - 32
14 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties This ADU is visible from the public right-of-way on this corner lot property.
Vegetation, gates, fencing, and
any other landscaping elements
shall not be considered in
determining visibility form the
public right-of-way.
10’
10’
10’
Visibility
Visibility from the Public Right-of-Way
Both street adjacent property lines must be considered when addressing views from the public right-of-way on a corner lot property.
11 - 33
Chapter 2
Planning Your ADU/JADU
This Chapter provides information on the issues that need to be addressed during the process of planning an ADU/JADU project on your historic property.
There are a number of items that should be considered before deciding to add an ADU/JADU on a historic property or within a historic district. The ADU’s/JADU’s location, height, size, setback restrictions, and orientation should be taken into account when planning your ADU/JADU project.
Generally, ADUs should:
• Be located at the rear of the property (see pages 16-17); • Be visually subordinate to the primary dwelling in height and square footage (see pages 19-20); • Be compatible with the exterior architectural style, materials, and features of the primary dwelling (see Chapters 3 and 4); and
• Be designed to fit in with the fabric of the neighborhood or historic district in which it is located. The size, scale, and massing of the ADU should be compatible with that of the primary dwelling as well as its surrounding historic environment.
The above buildings highlighted in yellow represent an accessory structure conversion (left) and new detached ADU (right) that are compatible with the size, scale, and massing of their primary dwelling as well as the surrounding neighborhood. 11 - 34
16 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Location
ADUs may be located:
Within the existing
primary dwelling (JADU),
provided it has its own
exterior entrance
Within an existing converted
and/or expanded accessory
structure
At the rear of the
property, behind the
primary dwelling
An ADU should never be
attached to the front/main
façade of the primary
dwelling.
Only under rare
circumstances are
detached ADUs allowed
in front of the primary
dwelling. See page 18 for
requirements.
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Ch. 2 - Planning Your ADU/JADU I 17
When adding to an existing accessory
structure, the addition should be
attached to a non-street facing façade
if possible, to minimize its visibility from
the public right-of-way.
On a corner lot property, locate the
ADU at the rear interior of the lot
(away from both streets) if possible, to
minimize its visibility from the public
right-of-way.
Location
If the accessory structure is
historic, the addition must not
be attached to the front façade
(the façade containing the
main/vehicular entrance) of the
structure.
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18 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Location
Rear 1/3
of the lot
If 50% or more of the
primary dwelling is
located at the rear 1/3
of a property and there
is no other location on
the property in which
an 800 sf ADU could be
added, a detached ADU
is allowed in front of the
dwelling.
>50% of the
primary dwelling
10’
>50%
ADUs in front of the primary dwelling must
not be in front of the main entrance or
block visibility of more than 50% of the
primary façade from the public right-ofway.
11 - 37
Ch. 2 - Planning Your ADU/JADU I 19
ADUs should be smaller in size than the primary dwelling. While detached ADUs are allowed up to 1,200 square feet, the size and scale of the historic dwelling should be considered when deciding how large your ADU will be.
For example, if your primary dwelling is 1,000 square feet, a 1,200-square-foot ADU is not recommended because it would be larger than the primary dwelling.
Size and Height
1,200 sf
ADU
1,200 sf
ADU
1,000 sf primary
dwelling
2,600 sf primary
dwelling
11 - 38
20 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Size and Height
If an addition is constructed above an existing accessory structure, the total structure (including the addition) must be lower in height than the primary dwelling, with one exception. Even if a one-story, primary dwelling is less than 16 feet in height, the structure is still allowed up to 16 feet in height. primary
dwelling
existing
structure
addition
ADUs must be lower in height than the primary dwelling, with one exception. Even if a one-story, primary dwelling is less than 16 feet in height, the ADU is still allowed up to 16 feet in height.
ADU
primary
dwelling
Two-story ADUs are allowed up to 18 feet in height for a flat roof or 22 feet in height for a pitched roof, as long as the ADU is lower than the height of the primary dwelling.
Two-story ADUs shall only be permitted when the primary dwelling is two stories in height, with the following exception. If the historic property is located on a hillside lot, a two-story ADU is allowed if it is located downslope and at the rear of the property so that it is lower in height than the primary dwelling.
ADU
primary
dwelling Front of
property
11 - 39
Ch. 2 - Planning Your ADU/JADU I 21
Newly constructed ADUs and accessory structure additions must meet the setback requirements set forth in the South Pasadena ADU Ordinance.
Setbacks and Orientation
Newly constructed, detached ADUs should generally face the same direction as the primary dwelling. In some cases, such as on a corner lot or on a through lot with alley frontage, the entrance may face a different direction than the primary dwelling.
The orientation of accessory structure conversions/additions and JADUs may vary depending on the location and orientation of the existing accessory structure and primary dwelling.
Setback Lines
Property Lines
Detached ADU Accessory structure
conversion
JADU
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22 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties 11 - 41
Chapter 3
Designing Your ADU/JADU
This Chapter provides guidance on how to design an ADU/JADU that is compatible with the historic character, style, and design elements of your historic property.
Courtesy of Nott & Associates
11 - 42
24 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Overall Design Principles
The design, features, and materials of your ADU will vary slightly depending on the type of residential unit (accessory structure conversion/addition, JADU, or new detached ADU) you plan to build, as well as the historic character of the neighborhood in which your property is located.
In general, all ADUs/JADUs should comply with the following:
• An ADU should be constructed of materials that are similar to the primary dwelling and neighborhood context in scale, color, and texture.
• An ADU’s architectural features and details should be similar to the primary dwelling and neighborhood context in overall character, but with minor variations to differentiate the ADU/JADU from the historic building. □ For example, single-light, double-hung wood windows may be appropriate on an ADU if the primary dwelling has multi-light, double-hung wood windows.
• Avoid copying the style of the primary dwelling exactly or using conjectural features that may create a false sense of history.
• The new design, architectural features, and details of the ADU should be simple and modest so as not to detract from the primary dwelling.
• Decorative stylistic elements, such as quoins, half-timbering, turrets, ornamental grilles, and decoratively carved wood details, should be avoided when designing an ADU.
• The pattern and orientation (i.e. horizontal or vertical) of the ADU’s/JADU’s windows and doors should relate to those on the primary dwelling.
HISTORIC ARCHITECTURAL STYLES
Refer to Chapter 4 to learn more about the historic architectural styles most commonly found in South Pasadena’s residential neighborhoods. The ADU/JADU should relate to the primary dwelling’s architectural style.
11 - 43
Ch. 3 - Designing Your ADU/JADU I 25
ADU Types
HISTORIC ACCESSORY STRUCTURES
Before making any changes to an existing accessory structure, it must first be determined whether the accessory structure is considered to be historic.
Example of a historic accessory structure conversion (courtesy of Louisa Van Leer Architecture) Converting and/or expanding an existing accessory structure, like a garage, may be an appropriate way to add an ADU to your property.
Accessory Structure Conversions and/or Additions
11 - 44
26 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties ADU Types
Example of a new detached ADU located on a Craftsman residential property (courtesy of Louisa Van Leer Architecture)
If you have limited space available on your property to add a new residential unit, consider adding a JADU within the existing footprint and square footage of your dwelling.
If space allows, a new detached ADU may be added to your historic property.
Detached ADUs and JADUs
11 - 45
Ch. 3 - Designing Your ADU/JADU I 27
Roofs and Wall Cladding
Design Elements
Roofs
• The ADU roof type must match the roof type of the primary dwelling or existing accessory structure (if attached to the accessory structure). The roof pitch must be similar to the primary dwelling/accessory structure and within the roof pitch range that is appropriate for the architectural style of the dwelling/structure. Refer to Chapter 4 for information on acceptable roof pitches by style. Following are the roof types and pitches most commonly found on South Pasadena’s historic residential properties.
Gable Hipped Flat
Rise
Run
Roof Pitch
4/12 8/12 12/12 18/12
• In most instances, the ADU roof material should match the primary dwelling/accessory structure. Exceptions include the following:
□ Composition shingle roofing is an acceptable alternative to wood shingle. □ Cement tile roofing is an acceptable alternative to clay tile. □ Solar shingle roofing is an acceptable alternative to asphalt composition or wood shingle roofing. • Vinyl tiles and cement shakes are prohibited.
Wall Cladding
• In most instances, the ADU wall cladding needs to match the cladding of the primary dwelling or the existing accessory structure (if attached to the accessory structure) in material and orientation (i.e. horizontal or vertical).
Exceptions include the following:
□ Wood composite siding is an acceptable alternative to wood siding. • The ADU’s cladding must be differentiated from the primary dwelling/accessory structure in color, profile, and/or width.
Wood clapboard Wood shingle Stucco (sand/float finish) Brick 11 - 46
28 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Entrances
• If the original garage door on an accessory structure will remain in place after the ADU conversion, consider adding a new pedestrian door on the side façade rather than within the garage door. • JADU entrances must be located on a secondary (non-street facing) façade, or the façade that does not contain the main entrance to the primary dwelling (if on a corner lot property). • Detached ADU entrances should generally be oriented to face the same direction as the primary dwelling’s entrance. • Entrances may consist of a porch or stoop. Avoid adding highly decorative elements, such as decoratively carved posts or stone veneer cladding, to the porch/stoop.
Design Elements
Entrances
DWELLING
ACCESSORY
DWELLING
(GARAGE)
NEW ENTRANCE
DRIVEWAY
NEW ENTRANCE
New ADU entrance located on a secondary (non-street facing) façade of Site plan the accessory structure
Entrance porch Entrance stoop
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Ch. 3 - Designing Your ADU/JADU I 29
Existing (non-historic) garage doors on accessory structure ADU conversion with French door infill retaining original garage door opening
Doors
• ADU doors must be made of the same or similar
materials as those of the primary dwelling or the
existing accessory structure (if attached to the
accessory structure).
□ Wood-clad, clad-wood, and composite wood
doors are acceptable.
• Doors may or may not incorporate glazing. While
simple paneling is acceptable, avoid any highly
decorative design elements applied to or carved
into the door or glazing.
• Garage doors may be replaced with new doors or
infilled, provided that the framing to the original
opening is preserved.
Design Elements
Doors
Paneled wood door Paneled wood door with glazing
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30 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Casement (left) and double-hung (right) windows are
common historic window types
Windows
• ADU windows must have same the orientation (i.e.
horizontal or vertical) as the primary window type on
the primary dwelling or the existing accessory structure (if attached to the accessory structure).
• Windows must be made of the same or similar
materials as those of the primary dwelling/accessory
structure.
□ Wood-clad, clad-wood, and composite wood
windows are acceptable.
□ Dual-glazed windows are acceptable.
□ Vinyl windows are unacceptable in all
circumstances.
Design Elements
Windows
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Chapter 4
Historic Architectural Styles
This Chapter provides an overview of the historic residential architectural styles in South Pasadena and lists the common character-defining features and materials of each style. This guide is intended to help determine the appropriate architectural features and materials that should be applied when designing your ADU.
Styles found in this Chapter include:
• Victorian-Era Styles
• Craftsman
• Prairie
• Mediterranean and Indigenous Revival Styles
• Tudor Revival
• Neoclassical
• Italian Renaissance Revival
• French Revival Styles
• Colonial Revival Styles
• Early Modern Styles
• Minimal Traditional
• Ranch
• Mid-Century Modern
Note: highly decorative stylistic elements, such as quoins, half-timbering, ornamental grilles, and decoratively carved wood details, should be avoided when designing an ADU. For these reasons, these ornamental features are not discussed in detail in this chapter.
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32 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Victorian-Era Styles
Victorian-Era architecture became popular in the United States during the 1860s when new advances in construction (i.e. the creation of the lighter wood “balloon” framing and wire nails) allowed for more complicated building forms.
Victorian-Era architecture was further popularized during the Centennial celebrations of 1876, becoming the dominant architectural idiom of the 19th century. Victorian-Era architecture is loosely derived from Medieval English and classical precedents, typically featuring vertical massing, multi-colored or multi-textured walls, steeply pitched roofs, asymmetrical façades, and classical detailing. The architectural idiom includes elaborate styles such as Queen Anne and Shingle (characterized by its wood shingle siding). These early, more embellished and complex examples were typically designed by professionally trained architects and builders. As these new architectural types gained popularity, more modest examples, such as the American Foursquare and Neoclassical Cottage types, proliferated across the country. By the turn of the century, Victorian-Era architecture had moved out of favor, replaced with America’s first truly modern styles, Craftsman and Prairie.
The following style subsets fall under Victorian-Era architecture:
Queen Anne, Shingle, American Foursquare, Neoclassical Cottage Queen Anne
American Foursquare
Shingle
Neoclassical Cottage
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Ch. 4 - Historic Architectural Styles I 33
Victorian-Era Styles
Common Design Elements
The following are typical design elements found on Victorian-Era dwellings in South Pasadena. Because these are the commonly found elements, they are not all-encompassing, and specific design features will vary from residence to residence. The elements used to design your ADU/JADU should relate to those of your primary dwelling.
Victorian-Era dwellings typically have steep-pitch (between 8/12 and 18/12) gable or hipped roofs with open or boxed eaves. Hipped roof dormer windows are common.
Victorian-Era dwellings typically have narrow wood clapboard siding (between 3” and 4” wide). Some residences are clad in wood shingles as either the primary siding type or as decorative accent cladding.
Wood clapboard siding Wood shingle siding (variegated)
Wall Cladding
Cross gable Hipped Combination gable and
hipped
Roofs
Wood shingle siding (coursed)
Hipped roof dormers
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34 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Common Design Elements
Victorian-Era Styles
Victorian-Era dwellings typically have partial-width, full-width, or wraparound entrance porches.
Porch Types
Partial-width recessed porch Partial-width porch
Full-width projecting porch with wood railing Wraparound porch with wood railing 11 - 53
Ch. 4 - Historic Architectural Styles I 35
Victorian-Era Styles
Common Design Elements
Victorian-Era dwellings have wood windows. Common window types include narrow double-hung and fixed picture windows, typically with transoms. Bay windows may also be found.
Victorian-Era dwellings have wood doors, which are usually paneled and sometimes partially glazed.
Window Types
Door Types
Glazing Paneling
Transom
One-over-one (single-light)
double-hung window Fixed window with multi-light transom (transom may be fixed or operable) Bay window
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36 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Craftsman
The Craftsman style is an regional style that drew inspiration from the English Arts and Crafts movement at the turn of the 20th century and adapted its tenets for a highly local architectural phenomenon, drawing on local climate and materials. It proliferated at a time during which Southern California was experiencing tremendous growth in population, expansion of homeownership, and new aesthetic choices. The style was popularized by magazines such as Residence Beautiful and Architectural Record, and pattern books, which published plans and even provided precut packages of details and lumber for individual assembly. Craftsman architecture combines Swiss and Japanese elements with the artistic values of the Arts and Crafts movement. Craftsman dwellings typically feature horizontal massing, low-pitched roofs, and exposed wood structural elements. The style began to lose popularity in the 1920s with the emergence of Period Revival styles.
Following are examples of the Craftsman Style:
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Ch. 4 - Historic Architectural Styles I 37
Craftsman
Common Design Elements
The following are typical design elements found on Craftsman style dwellings in South Pasadena. Because these are the commonly found elements, they are not all-encompassing, and specific design features will vary from residence to residence. The elements used to design your ADU/JADU should relate to those of your primary dwelling.
Front gable Cross gable Side gable
Craftsman style residences typically have low-pitch (between 2/12 and 4/12) gable roofs with wide, open eaves, and exposed wood structural elements. Dormer windows are also common.
Craftsman residences typically have narrow wood clapboard (between 3” and 4” wide) or wood shingle siding. Stucco is less common and is typically used as a secondary cladding material.
Gable roof dormer
Roofs
Wall Cladding
Wood clapboard siding Wood shingle siding (coursed) Stucco cladding (sand/float finish) Purlin
Bargeboard
Wide open eaves
with exposed
rafter tails
Common roof elements
Knee braces
Attic vent
Purlin
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38 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Common Design Elements
Craftsman
Craftsman style dwellings typically have partial-width or full-width entrance porches. Wraparound porches are less common.
Porch Types
Full-width porch with wood railing
Partial-width projecting porch
Full-width porch with low stone wall
Partial-width projecting porch with wood knee wall
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Ch. 4 - Historic Architectural Styles I 39
Craftsman
Common Design Elements
Craftsman style dwellings have wood windows. Common window types include double-hung and fixed/picture windows, sometimes used in combination (as a tripartite window), as well as casement (often in pairs or groups).
Craftsman style dwellings have wood doors, which are sometimes paneled and/or partially glazed.
Window Types
Door Types
Glazing Paneling
Paired casement
windows with divided
lights at the top
One-over-one (singlelight) double-hung
window Fixed window with transom (which
may be operable or inoperable)
Transom
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40 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Prairie
The Prairie style was developed by a group of late 19th-century Midwestern architects who practiced in a modern style inspired by the flat landscape and vernaculars of the American heartland. Among this school, it was eminent architect Frank Lloyd Wright who brought the style to its greatest refinement and renown. Wright’s Prairie style dwellings evince what would come to be known as the idiom’s defining characteristics: two-story structures with horizontal massing, rectangular masonry piers, jutting square porches, and wide eaves. Ornamentation is sparse and rectilinear. Popularized by pattern books, the Prairie style gained prominence in the United States after 1900.
In Southern California, architects working in the Craftsman style adopted the Prairie style as an alternative modern idiom: its light-colored, stucco-clad volumes offered a contrast to the Craftsman’s dark wood. Nonetheless, the Prairie style never rivaled the regional popularity of the California Craftsman; the style fell out of favor nationally by 1920.
Following are examples of the Prairie Style:
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Ch. 4 - Historic Architectural Styles I 41
Prairie
Common Design Elements
The following are typical design elements found on Prairie style dwellings in South Pasadena. Because these are the commonly found elements, they are not all-encompassing, and specific design features will vary from residence to residence. The elements used to design your ADU/JADU should relate to those of your primary dwelling.
Prairie style dwellings typically have low-pitch (between 2/12 and 4/12) hipped or flat roofs (with or without parapets) and wide, boxed eaves with brackets.
Prairie style dwellings typically have smooth stucco cladding.
Roofs
Wall Cladding
Stucco cladding (sand/float finish)
Hipped Flat with parapet Flat
Wide boxed eaves
Brackets
Common roof elements
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42 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Common Design Elements
Prairie
Prairie style dwellings typically have partial-width or full-width entrance porches. Wraparound porches are less common.
Prairie style dwellings have wood doors, which are sometimes paneled and/or partially glazed.
Porch Types
Door Types
Paneling
Partial-width projecting porch Partial-width projecting porch with low stucco wall Glazing
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Ch. 4 - Historic Architectural Styles I 43
Prairie
Common Design Elements
Prairie dwellings have wood windows. Common window types include double-hung and fixed/picture windows, sometimes used in combination (as a tripartite window), as well as casement (often in pairs or groups).
Window Types
Paired casement
windows with divided
lights at the top
One-over-one (singlelight) double-hung
window Fixed window with transom (which
may be operable or inoperable)
Transom
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44 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Mediterranean and Indigenous Revival Styles
The Mediterranean and Indigenous Revival Styles have enjoyed favor in Southern California since the 1890s for their suitability to the region’s balmy climate and association with early California history. The first of these styles to gain ascendancy, the Mission Revival, directly adapted the idioms of California’s late 18th-century Spanish missions, featuring white stucco cladding, red tile roofs, covered arcades, and bell-shaped parapets. Fashionable from 1890 through World War I, the style was soon followed by the Spanish Colonial Revival style, a massively popular architectural mode of the 1920s and 1930s. Less prolific than the Spanish Colonial Revival idiom, the Monterey Revival, which features a cantilevered wooden balcony after the colonial architecture of Monterey Bay, appeared as a variation in affluent enclaves.
The Mediterranean Revival, a related style inspired by the architecture of Italy, also flourished during this era.
It is distinguished from the Spanish Revival by a hipped roof and more formal, often symmetrical massing. The Adobe Revival, which saw a return to the mudbrick construction techniques of the colonial era and its indigenous antecedents, was less prolific in the South California region. With the cultural and economic changes of World War II, these revival styles fell out of fashion.
The following style subsets fall under Mediterranean and Indigenous Revival architecture:
Spanish Colonial Revival, Mediterranean Revival, Mission Revival, Monterey Revival, Adobe Mission Revival Spanish Colonial Revival
Adobe
Monterey Revival Mediterranean Revival
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Ch. 4 - Historic Architectural Styles I 45
Mediterranean and Indigenous Revival Styles
Common Design Elements
The following are typical design elements found on Mediterranean and Indigenous Revival style dwellings in South Pasadena. Because these are the commonly found elements, they are not all-encompassing, and specific design features will vary from residence to residence. The elements used to design your ADU/JADU should relate to those of your primary dwelling.
Front gable
Bell-shaped parapet Clay tile
Cross gable Side gable Flat with parapet
Mediterranean and Indigenous Revival style dwellings typically have low-pitch (between 2/12 and 4/12) gable roofs with shallow eaves, or flat roofs with parapets. Mission style residences have bell-shaped parapets. Clay tile is a common roofing material.
Mediterranean and Indigenous Revival style dwellings typically have smooth or trowelled stucco cladding. Stucco was historically hand troweled (applied) and contained smaller particles (aggregate) of sand for a smoother appearance.
Roofs
Wall Cladding
Stucco with different trowel patterns Stucco, sand/float finish 11 - 64
46 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Mediterranean and Indigenous Revival Styles
Common Design Elements
Mediterranean and Indigenous Revival dwellings typically have projecting or recessed porches or stoops. Entrance courtyards or patios may also be found, and balconies are characteristic of Monterey Revival dwellings.
Porch Types
Partial-width projecting porch Entrance stoop
Patio entrance Balcony (characteristic of Monterey Revival residences) 11 - 65
Ch. 4 - Historic Architectural Styles I 47
Mediterranean and Indigenous Revival Styles
Common Design Elements
Mediterranean and Indigenous Revival style dwellings usually have wood doors, which are sometimes arched, paneled, and/or partially glazed.
Door Types
Arched Paneling
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48 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Mediterranean and Indigenous Revival style dwellings typically have wood windows. Common window types include double-hung and casement (either wood or steel). Arched fixed/picture windows and bay windows are also common.
Window Types
Arched window
One-over-one (single-light)
double-hung window
Casement window
Bay window
Window shutters may be found on Monterey
Revival style residences. They are not appropriate
on other Mediterranean and Indigenous Revival
style residences.
Mediterranean and Indigenous Revival Styles
Common Design Elements
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Ch. 4 - Historic Architectural Styles I 49
Tudor Revival
The Tudor Revival style was loosely based on a variety of Medieval and 16th/17th century English building traditions, ranging from thatched roof Tudor cottages to grandiose Elizabethan and Jacobean manor residences. The first Tudor Revival style residences appeared in the United States at the end of the 19th century. These residences were typically elaborate and architect-designed. Much like other Period Revival styles, Tudor Revival architecture became extremely popular during the 1920s population boom in Southern California. Masonry veneering techniques of the 1920s and ‘30s helped to further disseminate the style, as even modest residences could afford to mimic the brick and stone exteriors of traditional English designs. The popularity of the Tudor Revival style waned during the Great Depression as less ornate building designs prevailed. Although the style continued to be used through the 1930s, later interpretations of Tudor Revival architecture were much simpler in terms of form and design.
Following are examples of Tudor Revival architecture:
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50 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Tudor Revival
Common Design Elements
The following are typical design elements found on Tudor Revival style dwellings in South Pasadena. Because these are the commonly found elements, they are not all-encompassing, and specific design features will vary from residence to residence. The elements used to design your ADU/JADU should relate to those of your primary dwelling.
Tudor Revival style dwellings typically have steep-pitch (between 8/12 and 18/12) gable or hipped roofs with shallow, open eaves.
Tudor Revival style dwellings typically have smooth stucco cladding or brick veneer walls. Stucco was historically hand troweled (applied) and contained smaller particles (aggregate) of sand for a smoother appearance.
Wall Cladding
Cross gable Hipped Combination gable and
hipped
Roofs
Brick
Stucco with different trowel patterns Stucco, sand/float finish 11 - 69
Ch. 4 - Historic Architectural Styles I 51
Common Design Elements
Tudor Revival
Tudor Revival style dwellings typically have projecting or recessed porches or stoops. Some Tudor Revival dwellings have courtyard or patio entrances.
Porch Types
Recessed entrance stoop Entrance stoop
Patio entrance Recessed entrance porch
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52 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Tudor Revival
Common Design Elements
Tudor Revival style dwellings typically have wood casement windows. Steel windows are less common. Bay windows may also be found.
Tudor Revival style dwellings usually have wood doors, which are sometimes arched, paneled, and/or partially glazed.
Window Types
Door Types
Glazing Paneling
Casement windows
Bay window
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Ch. 4 - Historic Architectural Styles I 53
Neoclassical
The Neoclassical style is inspired by the architecture of ancient Greece and Rome. Its followers interpreted GrecoRoman classicism through the curriculum of the first professional school of architecture, the Parisian École des Beaux-Arts. The idiom was introduced to the American public in the lavish pavilions of the 1893 World’s Columbian Exposition in Chicago. It remained popular in institutional, commercial, and residential architecture for the next six decades. Residences in the Neoclassical style are characterized by front porticoes or porches with double-height columns, symmetrical massing, and simply ornamented wall surfaces.
Following are examples of the Neoclassical style:
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54 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Neoclassical
Common Design Elements
The following are typical design elements found on Neoclassical style dwellings in South Pasadena. Because these are the commonly found elements, they are not all-encompassing, and specific design features will vary from residence to residence. The elements used to design your ADU/JADU should relate to those of your primary dwelling.
Hipped
Neoclassical style dwellings typically have low-pitch (between 2/12 and 4/12) hipped or side gable roofs with shallow, boxed eaves.
Neoclassical style dwellings typically have horizontal wood siding. Brick cladding may also be found.
Roofs
Wall Cladding
Wood clapboard
Side gable
Brick
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Ch. 4 - Historic Architectural Styles I 55
Neoclassical
Common Design Elements
Neoclassical style dwellings typically have projecting porches or stoops.
Porch Types
Projecting partial-width porch Partial-width porch
Neoclassical Porch Columns
While large, full-height columns are commonly found on Neoclassical residences, their use is discouraged on ADUs.
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56 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Neoclassical
Common Design Elements
Neoclassical style dwellings typically have multi-light, double-hung wood windows. Casement windows are less common. Windows may have wood shutters.
Neoclassical style dwellings have wood doors, which are often paneled. Doors may have minimal glazing, including fanlights.
Window Types
Door Types
Casement window
Six-over-six (multi-light) double-hung
window with shutters
Paneling Glazing
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Ch. 4 - Historic Architectural Styles I 57
Italian Renaissance Revival
Part of an American architectural lineage that took inspiration from ancient Roman and Italian architecture, the Italian Renaissance Revival emerged in the 1890s. The first high-style residences of the Italian Renaissance Revival were designed by graduates of the École des Beaux-Arts for affluent clients who had often visited Italy firsthand. In form and detail, these homes were meticulously modeled on Italian Renaissance palazzos. When masonry veneering techniques were perfected around 1920, vernacular variants of the style began to proliferate. The style remained in favor until the late 1930s when it was eclipsed by other historicist idioms. Italian Renaissance Revival residences have hipped or flat roofs with wide eaves and brackets, are typically clad in light colored stucco, and often have symmetrical façades with recessed entries.
Following are examples of the Italian Renaissance Revival style:
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58 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Italian Renaissance Revival
Common Design Elements
The following are typical design elements found on Italian Renaissance Revival style dwellings in South Pasadena.
Because these are the commonly found elements, they are not all-encompassing, and specific design features will vary from residence to residence. The elements used to design your ADU/JADU should relate to those of your primary dwelling.
Hipped
Italian Renaissance Revival style dwellings typically have low-pitch (between 2/12 and 4/12) hipped roofs with shallow eaves or flat roofs with parapets. Clay tile is a common roofing material.
Italian Renaissance Revival style dwellings typically have smooth stucco cladding or masonry walls.
Roofs
Wall Cladding
Flat with parapet Typical clay tile
Stucco cladding (sand/float finish) Brick
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Ch. 4 - Historic Architectural Styles I 59
Italian Renaissance Revival
Common Design Elements
Italian Renaissance Revival style dwellings typically have entrance stoops.
Porch Types
Recessed entrance stoop Entrance stoop
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60 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Italian Renaissance Revival
Common Design Elements
Italian Renaissance Revival style dwellings typically have multi-light wood windows. Common window types include double-hung and casement.
Italian Renaissance Revival style dwellings have wood doors, which are usually paneled and are sometimes arched and/ or partially glazed.
Window Types
Door Types
Paneling
Six-over-six (multi-light)
double-hung window
Casement windows
Arched
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Ch. 4 - Historic Architectural Styles I 61
French Revival Styles
A variety of architectural styles inspired by various periods of French architecture appeared in the United States during the 1910s. During the 1920s population boom in Southern California, the French Revival style was commonly applied to single-family residences as well as multi-family apartment buildings. Simple in composition and detailing, the French Provincial subset is based upon the country residences of the French Provinces. Chateauesque variants commonly have pronounced corner turrets, a more vertical orientation, and more elaborate detailing.
The following style subsets fall under French Revival architecture:
French Provincial, Chateauesque
French Provincial Chateauesque
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62 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties French Revival Styles
Common Design Elements
The following are typical design elements found on French Revival style dwellings in South Pasadena. Because these are the commonly found elements, they are not all-encompassing, and specific design features will vary from residence to residence. The elements used to design your ADU/JADU should relate to those of your primary dwelling.
French Revival style dwellings typically have steep-pitch (between 8/12 and 18/12) hipped roofs with shallow eaves.
French Revival style dwellings typically have smooth stucco cladding. Masonry cladding is less common.
Wall Cladding
Hipped
Roofs
Stucco cladding (sand/float finish) Brick
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Ch. 4 - Historic Architectural Styles I 63
Common Design Elements
French Revival Styles
French Revival style dwellings typically have entrance stoops.
Porch Types
Entrance stoop Recessed entrance stoop
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64 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties French Revival Styles
Common Design Elements
French Revival style dwellings typically have wood windows. Common window types include multi-light casement (sometimes grouped) and double-hung. Windows may have wood shutters.
French Revival style dwellings usually have wood doors, which are sometimes paneled and/or partially glazed.
Window Types
Door Types
Paneling
Six-over-six (multi-light)
double-hung window
Casement windows
Six-over-six (multi-light) double-hung
window with shutters
Glazing
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Ch. 4 - Historic Architectural Styles I 65
Colonial Revival Styles
Colonial Revival styles take as their basis the residential style favored by the elite in colonial America and during the first decades of nationhood. This late 18th-century idiom imitated the Neo-Palladian architecture of the English gentry, a simply proportioned classicism that reacted against the decadence of the Baroque. Popular enthusiasm for the design of the American colonial period emerged after the 1876 Philadelphia Centennial Exhibition. American Colonial Revival residences constructed between 1900 and 1940 typically feature clapboard or brick exteriors, symmetrical facades, and classical details. A variation, the Georgian Revival style, more rigorously follows 18thcentury precedents, with characteristics including brick exterior cladding, a two-story rectangular form, and a symmetrical façade often five bays in length. Another idiom, the Dutch Colonial Revival, references the Dutch colonial residences of the Atlantic seaboard with gambrel roofs and flared eaves, and sometimes wood shingle cladding.
The following architectural style subsets fall under Colonial Revival architecture:
American Colonial Revival, Dutch Colonial Revival, Georgian Revival American Colonial Revival Dutch Colonial Revival
Georgian Revival
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66 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Colonial Revival Styles
Common Design Elements
The following are typical design elements found on Colonial Revival style dwellings in South Pasadena. Because these are the commonly found elements, they are not all-encompassing, and specific design features will vary from residence to residence. The elements used to design your ADU/JADU should relate to those of your primary dwelling.
Colonial Revival style dwellings typically have medium-pitch (between 4/12 and 9/12) side gable roofs with shallow eaves. Dutch Colonial Revival homes feature a gambrel roof. Gable roof dormer windows are also common.
Colonial Revival style dwellings typically have horizontal wood siding. Brick and wood shingle siding is less common.
Wall Cladding
Roofs
Cross gable Side gable Gambrel
Wood clapboard siding Wood shingle siding (coursed)
Gable roof dormer Multiple gable roof dormers
Brick
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Ch. 4 - Historic Architectural Styles I 67
Common Design Elements
Colonial Revival Styles
Colonial Revival style dwellings typically have projecting porches or stoops.
Porch Types
Projecting entrance stoop Entrance stoop
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68 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Colonial Revival Styles
Common Design Elements
Colonial Revival style dwellings typically have multi-light wood windows. Common window types include double-hung, and windows may have wood shutters.
Colonial Revival style dwellings usually have wood paneled doors. Doors may have minimal glazing, including fanlights.
Window Types
Door Types
Paneling Fanlight
Six-over-six (multi-light)
double-hung window Six-over-six (multi-light) double-hung window with shutters
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Ch. 4 - Historic Architectural Styles I 69
Early Modern Styles
The styles of Early Modernism eliminated ornament and historical allusions in favor of simple forms that expressed function, efficiency, and lightness. Initial experimentation with a stark, machine-inspired architectural language began in Europe around the time of World War I with the founding of the Bauhaus School by Walter Gropius. The work of Bauhaus-affiliated architects, which came to define the International Style, featured reinforced concrete structures, steel ribbon windows, flat roofs, and open floor plans. Starting in the 1920s, a generation of European architects brought the style to Southern California, adopting a new openness and simplicity of form in the region’s temperate climate. The International Style’s rejection of ornament was deemed too austere by the larger public at the time of its introduction in the U.S. For this reason, examples of the style are relatively rare. However, starting in the 1930s, machine-age “moderne” styles began to gain popular appeal. Streamline Moderne borrowed from the aerodynamic design of automobiles, oceanliners, and airplanes to create a sleek architecture of horizontal lines, curving forms, and smooth walls. A material efficiency inherited from European modernism, combined with a buoyant American technological optimism, made it a favored idiom during the Great Depression. By the end of World War II, Early Modern styles were phased out in favor of new Modern idioms.
The following style subsets fall under Early Modern residential architecture:
International Style and Streamline Moderne
International Style
Streamline Moderne
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70 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Early Modern Styles
Common Design Elements
The following are typical design elements found on Early Modern style dwellings in South Pasadena. Because these are the commonly found elements, they are not all-encompassing, and specific design features will vary from residence to residence. The elements used to design your ADU/JADU should relate to those of your primary dwelling.
Early Modern style dwellings typically have flat roofs, with or without parapets.
Early Modern style dwellings typically have smooth stucco cladding.
Wall Cladding
Roofs
Stucco cladding (sand/float finish)
Flat Flat with parapet
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Ch. 4 - Historic Architectural Styles I 71
Common Design Elements
Early Modern Styles
Early Modern style dwellings typically have stoops. Porches are less common.
Porch Types
Entrance stoop Entrance stoop
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72 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Early Modern Styles
Common Design Elements
Early Modern style dwellings typically have steel windows. Wood windows may also be found. Common window types include casement and fixed.
Early Modern style dwellings usually have wood slab doors, which may be glazed.
Window Types
Door Types
Fixed Casement windows
Glazing
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Ch. 4 - Historic Architectural Styles I 73
Minimal Traditional
The Minimal Traditional style emerged in the mid-1930s as a response to the need for inexpensive, efficient residences that could be mass produced through loans from the Federal Housing Administration (FHA). Construction of Minimal Traditional residences skyrocketed during World War II to meet the immediate pressing demand for housing to accommodate the onslaught of wartime factory workers who had relocated to Southern California.
The style remained popular into the late 1940s as pre-approved FHA designs made them conducive to the rapid construction of single- and multi-family residences that occurred throughout Southern California after the war.
Following are examples of Minimal Traditional architecture:
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74 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Minimal Traditional
Common Design Elements
The following are typical design elements found on Minimal Traditional style dwellings in South Pasadena. Because these are the commonly found elements, they are not all-encompassing, and specific design features will vary from residence to residence. The elements used to design your ADU/JADU should relate to those of your primary dwelling.
Minimal Traditional style dwellings typically have medium or low-pitch (between 2/12 and 9/12) gable or hipped roofs with shallow eaves.
Minimal Traditional style dwellings typically have wood horizontal siding or smooth stucco cladding. Masonry may be used as accent cladding.
Wall Cladding
Gabled Hipped Cross gable Combination gable and
hipped
Roofs
Horizontal wood channel siding Stucco cladding (sand/float finish) Brick 11 - 93
Ch. 4 - Historic Architectural Styles I 75
Common Design Elements
Minimal Traditional
Minimal Traditional style dwellings typically have partial-width, projecting or recessed porches or stoops.
Porch Types
Entrance stoop Partial-width projecting porch
Minimal Traditional style dwellings usually have wood paneled or wood slab doors. Doors may have minimal glazing, including fanlights.
Door Types
Fanlight Paneling
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76 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Minimal Traditional
Common Design Elements
Minimal Traditional style dwellings typically have wood windows. Steel windows are less common. Common window types include double-hung and picture windows, sometimes used in combination (as a tripartite). Bay windows are also common, and windows may have wood shutters.
Window Types and Elements
Tripartite window (fixed window flanked
by smaller windows like double-hung or
casement)
Two-over-two (multilight) double-hung
window
Bay window
Six-over-six (multi-light) double-hung
window with shutters
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Ch. 4 - Historic Architectural Styles I 77
Ranch Styles
Though the earliest examples of Ranch style architecture date to the late 1920s and 1930s, the style spread rapidly after World War II, when it became the preferred choice for residential architecture in many cities and suburbs across the country. Innovative Southern California builder Cliff May helped to popularize the style through a series of articles included in Sunset Magazine in the mid-1940s. Ranch style residences were a favorite among home buyers for their modern amenities and affordable prices, and lending institutions and builders considered the style more acceptable compared to the dramatic Mid-Century Modern designs of the same period. While the style was most often used in the design of single-family residences, multi-family apartment buildings and small-scale commercial properties can be found as well. Ranch style residences fall into two primary sub-sets: Traditional Ranch and Contemporary Ranch.
The subsets differ in some of their design features, as noted below.
The following style subsets fall under Ranch style architecture:
Traditional Ranch and Contemporary Ranch
Contemporary Ranch
Traditional Ranch
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78 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Ranch Styles
Common Design Elements
The following are typical design elements found on Ranch style dwellings in South Pasadena. Because these are the commonly found elements, they are not all-encompassing, and specific design features will vary from residence to residence. The elements used to design your ADU/JADU should relate to those of your primary dwelling.
Ranch style dwellings typically have low-pitch (between 2/12 and 4/12) gable and/or hipped roofs (often used in combination) with open or boxed eaves. Flat roofs can be found on Contemporary Ranch dwellings.
Gabled Hipped Cross gable Combination gable and
hipped
Roofs
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Ch. 4 - Historic Architectural Styles I 79
Ranch Styles
Common Design Elements
Ranch style dwellings typically have wide, horizontal or vertical wood siding or smooth stucco cladding, sometimes used in combination with manufactured or natural stone or brick accent cladding.
Wall Cladding
Stucco cladding (sand/float
finish)
Horizontal wood channel siding Vertical wood board-and-batten siding
Brick Manufactured stone
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80 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Common Design Elements
Ranch Styles
Ranch style dwellings typically have projecting or recessed porches or stoops.
Porch Types
Entrance stoop Partial-width recessed porch
Traditional Ranch dwellings usually have wood paneled doors, which may have glazing. Contemporary Ranch residences typically have wood slab or fully glazed doors.
Door Types
Paneling Glazing
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Ch. 4 - Historic Architectural Styles I 81
Ranch style dwellings typically have multi-light wood windows. Steel and aluminum windows are less common.
Common window types include double-hung and picture windows, sometimes used in combination (as a tripartite), as well as casement windows. Clerestory windows can be found on Contemporary Ranch residences, and wood window shutters may be applied to Traditional Ranch dwellings.
Window Types and Elements
Grouped casement windows (may be wood, aluminum,
or steel) Clerestory windows (only found on Contemporary Ranch residences)
Six-over-six (multi-light)
double-hung window
Window shutters may be found on
Traditional Ranch residences
Common Design Elements
Ranch Styles
Tripartite window (fixed window flanked
by smaller windows like double-hung or
casement)
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82 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Mid-Century Modern
In Southern California, Mid-Century Modern architecture was prevalent between the mid-1940s and mid-1970s.
While the style was a favorite among some of Southern California’s most influential architects, its minimal ornamentation and simple open floor plans lent itself to the mass-produced housing developments of the postwar period. Mid-Century Modern architecture typically incorporated standardized and prefabricated materials that also proved well-suited to mass production. Subsets of the Mid-Century Modern style include Googie, which is a highly exaggerated, futuristic aesthetic, typically employing upswept or folded plate roofs, curvaceous, geometric volumes, and neon signage, and Mimetic, which is characterized by its application of objects or forms that resemble something other than a building. Both the Googie and Mimetic subsets are very rarely used in the design of residential buildings.
The Mid-Century Modern style and its subsets were broadly applied to a wide variety of property types ranging from residential subdivisions and commercial buildings to churches and public schools.
Following are examples of Mid-Century Modern architecture:
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Ch. 4 - Historic Architectural Styles I 83
Mid-Century Modern
Common Design Elements
The following are typical design elements found on Mid-Century Modern style dwellings in South Pasadena. Because these are the commonly found elements, they are not all-encompassing, and specific design features will vary from residence to residence. The elements used to design your ADU/JADU should relate to those of your primary dwelling.
Mid-Century Modern style dwellings typically have flat roofs with wide eaves, sometimes with exposed structural elements. Steep-pitch A-frame roofs are less common.
Mid-Century Modern style dwellings typically have wood horizontal or vertical siding or smooth stucco cladding, sometimes used in combination with masonry accent cladding.
Wall Cladding
Roofs
Horizontal wood channel siding Stucco cladding (sand/float finish) Flat
Concrete masonry unit
Vertical wood siding
Wide boxed eaves
Brackets
Common roof elements
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84 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Common Design Elements
Mid-Century Modern
Mid-Century Modern style dwellings typically have small, unassuming entrances, sometimes accessed by a courtyard.
Porch Types
Recessed entrance stoop Courtyard entrance
Mid-Century Modern style dwellings usually have wood slab doors, which are sometimes glazed and/or paired.
Door Types
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Ch. 4 - Historic Architectural Styles I 85
Mid-Century Modern
Common Design Elements
Mid-Century Modern style dwellings can have wood or metal windows. Common types include fixed and clerestory windows.
Window Types and Elements
Fixed window Clerestory windows
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86 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties 11 - 105
Chapter 5
Regulatory Framework
This Chapter provides an overview of the regulatory framework pertaining to historic properties and ADU development on historic properties.
Craftsman carriage house at Victorian Blissner House (210 Orange Grove Ave) 11 - 106
88 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Policy & Regulatory Framework
General Plan
The Design Guidelines are suggestions for best practices in historic preservation and are intended as a supplement to adopted City policies and state and national regulations. The Design Guidelines do not replace adopted policies, code, or regulations. Project planning should account for compliance with any applicable building or zoning codes, or other regulatory oversight independent of these guidelines.
Brief summaries of the most relevant policies and regulations are outlined below.
General Plan
The City of South Pasadena’s commitment to historic preservation is described in the Historic Preservation Element of the South Pasadena General Plan (currently being updated as of August 2021). The Historic Preservation Element includes goals, policies, and implementation strategies to ensure the continued appreciation and protection of South Pasadena’s historic built environment.
The Design Guidelines herein help to implement the following policies and strategies outlined in the Historic Preservation Element of the General Plan:
• Policy 4.3 of the Element is to develop and maintain design guidelines that promote architectural continuity for infill development within existing historic districts.
• Strategy 2.7 of the Element is to develop design guidelines to be used in the entitlement process by all City reviewing bodies. • Strategies 4.1 and 4.4, respectively, call for the adoption of guidelines for infill development that stress the use of traditional materials and techniques similar to what exists in the surrounding neighborhood and for the development and maintenance of design guidelines to provide consistency in the City’s permit process to protect the historic and other unique features of South Pasadena.
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Ch. 5 - Regulatory Framework I 89
Local Codes and Ordinances
Policy & Regulatory Framework
South Pasadena ADU Ordinance (South
Pasadena Municipal Code Ch. 36, Article 3,
Section 36.350.200)
The South Pasadena ADU Ordinance is currently being updated (as of November 2021) to provide Design Standards for the development of ADUs and JADUs on historic properties and in historic districts. Design standards are criteria used to determine whether a project complies with municipal code. They provide direction for making appropriate choices when undergoing changes to a property. Unlike design guidelines, design standards are legally binding – they must be followed to obtain approval for a project.
RELEVANT LINKS
South Pasadena ADU Ordinance
South Pasadena Cultural Heritage Ordinance
(South Pasadena Municipal Code Ch. 2, Article
IVH, Ord. No. 2315, § 2, 2017)
South Pasadena administers its own designation program for historic properties within the city. The South Pasadena Cultural Heritage Commission (CHC) was established in 1971 under the City of South Pasadena Municipal Code to make recommendations, decisions, and determinations regarding the identification, protection, enhancement, perpetuation, and use of resources that reflect the architectural, artistic, cultural, engineering, aesthetic, historical, political, and social heritage of the city. The CHC is responsible for making recommendations to City Council regarding the designation of individual properties (Historic Landmarks) and thematically related groupings of properties (Historic Districts). (City Council has the final authority on designation.) The CHC also reviews exterior alterations to properties listed in the City’s Inventory of Cultural Resources.
RELEVANT LINKS
South Pasadena Cultural Heritage Ordinance
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90 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Policy & Regulatory Framework
Local Codes and Ordinances
Inventory of Cultural Resources
The Inventory of Cultural Resources (the Inventory) is the City’s formally adopted, official list of historic properties. The Inventory includes properties that are formally designated and listed in the National Register of Historic Places (National Register), the California Register of Historical Resources (California Register), and/or the South Pasadena Register of Landmarks and Historic Districts (South Pasadena Register). It also includes properties that have been determined eligible for listing in the National Register, California Register, and South Pasadena Register. The Inventory contains 2,718 individual properties and contributors to historic districts.
The intention of the South Pasadena ADU Ordinance is to prevent adverse impacts on properties that are listed in the Inventory of Cultural Resources. Properties listed in the Inventory meet the definition of a historical resource according to California Public Resources Code, 5020.1, CEQA Guidelines 15064.5(a), and California Health and Safety Code 18955. Consistent with Health & Safety Code Section 18955, the City’s ADU Ordinance defines “historic property,” as “a property that is: 1) designated as a landmark or as a contributor to a designated historic district; 2) identified on an inventory that has been adopted by the City as a property with potential as an individual landmark or as a contributing structure to a potential historic district, as authorized by Health and Safety Code Section 18955.”
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Ch. 5 - Regulatory Framework I 91
National Register, California Register, and CEQA
Policy & Regulatory Framework
National Register
The National Register of Historic Places (National Register) is the nation’s master inventory of known historic resources. Created under the auspices of the National Historic Preservation Act of 1966, the National Register is administered by the National Park Service and includes listings of buildings, structures, sites, objects, and districts that possess historic, architectural, engineering, archaeological, or cultural significance at the national, state, or local level.
California Register
The California Register of Historical Resources (California Register) is the authoritative guide to the state’s significant historical and archeological resources. In 1992, the California legislature established the California Register “to be used by state and local agencies, private groups, and citizens to identify the state’s historical resources and to indicate what properties are to be protected, to the extent prudent and feasible, from substantial adverse change.” The California Register program encourages public recognition and protection of resources of architectural, historical, archaeological, and cultural significance; identifies historical resources for state and local planning purposes; determines eligibility for historic preservation grant funding; and affords certain protections under the California Environmental Quality Act (CEQA). All resources listed in or formally determined eligible for the National Register are automatically listed in the California Register. In addition, properties designated under municipal or county ordinances, or through local historic resources surveys, are eligible for listing in the California Register (though they are not automatically listed in the Register).
CEQA
The California Environmental Quality Act (CEQA) is an
environmental law that requires state and local agencies to identify and publicly disclose significant environmental impacts of discretionary actions, and to avoid or mitigate any impact if feasible. Some historic building projects, especially changes in use and demolitions, may require environmental review. The South Pasadena Cultural Heritage Commission is responsible for reviewing all applications for permits, environmental assessments, environmental impact reports, environmental impact statements, and other CEQA documents pertaining to cultural resources. 11 - 110
92 I City of South Pasadena Design Guidelines for ADU Development on Historic Properties Policy & Regulatory Framework
Secretary of the Interior’s Standards for the Treatment of Historic Properties Secretary of the Interior’s Standards for the
Treatment of Historic Properties
The Secretary of the Interior’s Standards for the Treatment of Historic Properties with Guidelines for Preserving, Rehabilitating, Restoring, and Reconstructing Historic Buildings provide recommendations and guidelines for stewards of historic properties to determine appropriate treatments. They are intentionally broad in language to apply to a wide range of circumstances and are designed to enhance the understanding of basic preservation principles. The Standards are neither technical nor prescriptive, but are intended to promote responsible preservation practices that ensure continued protection of historic properties. There are four basic approaches outlined in the Standards: Preservation, Rehabilitation, Restoration, and Reconstruction.
The Standards for Rehabilitation, which are the most
comprehensive and commonly used of the four approaches, are outlined below. ADU/JADU projects should comply with Standard Nos. 9 and 10, which focus on appropriate related new construction and reversibility.
1. A property will be used as it was historically or be given a new use that requires minimal change to its distinctive materials, features, spaces and spatial relationships.
2. The historic character of a property will be retained and preserved. The removal of distinctive materials or alteration of features, spaces and spatial relationships that characterize a property will be avoided.
3. Each property will be recognized as a physical record of its time, place and use. Changes that create a false sense of historical development, such as adding conjectural features or elements from other historic properties, will not be undertaken.
4. Changes to a property that have acquired historic significance in their own right will be retained and preserved.
5. Distinctive materials, features, finishes and construction techniques or examples of craftsmanship that characterize a property will be preserved.
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Ch. 5 - Regulatory Framework I 93
6. Deteriorated historic features will be repaired rather than replaced. Where the severity of deterioration requires
replacement of a distinctive feature, the new feature
will match the old in design, color, texture and, where possible, materials. Replacement of missing features will be substantiated by documentary and physical evidence.
7. Chemical or physical treatments, if appropriate, will be undertaken using the gentlest means possible. Treatments that cause damage to historic materials will not be used.
8. Archeological resources will be protected and preserved in place. If such resources must be disturbed, mitigation measures will be undertaken.
9. New additions, exterior alterations or related new
construction will not destroy historic materials, features and spatial relationships that characterize the property. The new work will be differentiated from the old and will be compatible with the historic materials, features, size, scale and proportion, and massing to protect the integrity of the property and its environment.
10. New additions and adjacent or related new construction will be undertaken in such a manner that, if removed in the future, the essential form and integrity of the historic property and its environment would be unimpaired.
RELEVANT LINKS
National Park Service, Technical Preservation Services, “The Treatment of Historic Properties” Policy & Regulatory Framework
Secretary of the Interior’s Standards for the Treatment of Historic Properties 11 - 112
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12 Commission Review and Council Final Direction
The Finance Commission reviewed the findings at the Commission’s regularly scheduled meeting of September 23, 2021 and recommended a pay down of both the OPEB as well as the Safety and Miscellaneous plan. The item was then presented and discussed at length during the regularly scheduled November 10, 2020 City Council meeting as well as a special study session held on January 12, 2022. At the last session, the City Council finalized the course of action to be as follows:
With $5,374,439 in total funding, the direction was to pay down the OPEB in a flat amount of $1,125,000 (to the new trustee) with the balance of the funding ($4,249,439) to be allocated proportionately among the main Safety and Miscellaneous plans based on UAL percentages.
Therefore 67% and 33% went to the Safety and Miscellaneous plans respectively.
Funding
$ 4,374,439 Cell Tower Revenue
500,000 Retiree Medical Benefits
500,000 Retiree Pension Benefits
$ 5,374,439 Total Available
Usage
$ 2,847,124 PERS Safety Plan (67%)
1,402,315 PERS Miscellaneous Plan (33%)
1,125,000 OPEB Trust (flat amount)
$ 5,374,439 Total Distributed
Analysis
The approval of the above funding would constitute two actions: 1) payment to CalPERS and 2) establishment of an OPEB trust.
Pension UAL Pay down
There are many benefits to the City selecting to pay down the current UAL by paying directly to PERS. They are:
• Locked in long-term implicit interest rate savings of 7% • PERS likely to earn a greater return over the long-term due to its diversity in investments • Immediately reduces pension liability on financial statements and GASB reporting • Reduces required payments in future years
• No ongoing administrative costs/fees
Upon approval of pay down, the Director of Finance will execute the payment to PERS to allow the City to immediately start to receive these benefits.
OPEB Trust Establishment
There are also many benefits to pre-funding the City’s $17.4 UAL in OPEB. Among them are:
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• Future benefits can be paid partly from investment earnings instead of the current City budget
• Intergenerational equity – taxpayers/residents who receive current City services should pay for the current employee comp/benefits. They should not be paid by future taxpayers • OPEB is an employee benefit just like pensions
• Ensures costs are truly paid in era accrued
With approval of this action, the City Manager and Director of Finance will execute the necessary documents to establish an OPEB trust for the safekeeping of funds for this endeavor.
At this time, staff has reached out to four renowned OPEB Trustee entities. Below are their attached fees in basis points ($1,125,000 x .00xx) and what the annual fee would be:
Name Fee
Est.
Cost
CERBT - CalPERS 10 bpm $1,125
PARS-Pub. Agency Ret. Svcs. 60 bpm $6,750
Keenan Financial Svcs. 60 bpm $6,750
Public Financial Mgmt. * - -
* No submittal at time of report
These annual fees generally cover administrative, trustee and investment management costs. The approval of tonight’s recommendation would allow the Finance Director and City Manager to finalize trust arrangements with the selected provider.
Public Notification of Agenda Item
The public was made aware that this item was to be considered this evening by virtue of its inclusion on the legally publicly noticed agenda, posting of the same agenda and reports on the City’s website.
Fiscal Impact
These pay downs of liability will not affect the current year’s budget as the funds have been held in a restrictive reserve account. However, the City will immediately be able to reduce its currently stated liability on it financial statements as well as start to see a reduction in future year PERS annual required payments.
With regard to the newly-established OPEB trust, the City will be paying annual trustee fees ranging from $1,125 to $6,750 but will have provided for a future liability.
Commission Review
Commission has conferred on the concept of paying down these liabilities.
Attachment:
1. Bartel & Associates Actuarial Report
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ATTACHMENT 1 Bartel & Associates Actuarial Report
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CITY OF SOUTH PASADENA
MISCELLANEOUS AND SAFETY PLANS
CalPERS Actuarial Issues – 6/30/20 Valuation
Preliminary Results
Mary Elizabeth Redding, Vice President
Bianca Lin, Assistant Vice President
Matthew Childs, Actuarial Analyst
Bartel Associates, LLC
September 23, 2021
Contents
o:\clients\city of south pasadena\projects\calpers\6-30-20\ba sopasadenaci 21-09-23 calpers misc safety opeb 20 draft.docx Topic Page
Definitions 1
Background 8
Miscellaneous Plan:
Historical Information 19
Projections 29
Safety Plan:
Historical Information 37
Projections 47
Combined Miscellaneous and Safety 55
Leaving CalPERS 57
PEPRA Cost Sharing 59
Paying Down the Unfunded Liability 61
Irrevocable Supplemental (§115) Pension trust 67
Additional Discretionary Payment Illustration 71
OPEB Plan Funding 87
Certification 94
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September 23, 2021 DRAFT 1
DEFINITIONS
CalPERS
Established in 1932
Basis is in California Government Code
2.1 million members
639,000 public agency members (not State or school employees) 1,563 public agencies
$485 billion assets (9/20/2021)
Largest US pension fund
September 23, 2021 DRAFT 2
DEFINITIONS
CalPERS
Administers CalPERS pension plans in accordance with State law and Board policies
List of pension benefits offered is in State law
CalPERS calculates benefits, pays retirees, and tracks all data CalPERS collects contributions from employees and employers CalPERS actuaries determine required contributions, in accordance with Board policies
CalPERS invests the funds in accordance with Board policies www.calpers.ca.gov
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September 23, 2021 DRAFT 3
DEFINITIONS
CalPERS Board
Meets monthly in Sacramento
13 Board members:
Elected by Members (6)
Public Agency members
School members
State members
Retirees
All members (2)
Appointed (3)
Appointed by Governor – elected official of a local government Appointed by Governor – official of a life insurer
Appointed by Speaker of Assembly and Senate Rules Committee – public representative
Ex Officio (4)
State Treasurer
State Controller
Director of CA. Dept of Human Resources
Representative of State Personnel Board
September 23, 2021 DRAFT 4
DEFINITIONS
CalPERS Defined Benefit Promise:
At retirement, employees receive a monthly annuity for life Final average pay (monthly) x years of service x factor Cost of living increase up to 2% per year
City employees have no Social Security
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September 23, 2021 DRAFT 5
DEFINITIONS
Member Contributions
Specified in law
Classics hired before 2013 = specified % of PERSable pay (7% or 9%) PEPRA hired 2013 and later = ½ cost of benefits earned each year City Contributions – Total required amount minus Member contributions
September 23, 2021 DRAFT 6
DEFINITIONS
Current Normal Cost (NC):
Value of benefits earned during
current year
Actuarial Liability (AAL):
Value now of benefits earned to date
[value of past service benefit]
Target - Have money in the fund to
cover Actuarial Liability
Unfunded Liability (UAL) - Money short of target at valuation date If all actuarial assumptions were always exactly met, then the plan assets would always equal AAL
Any difference is the unfunded (or overfunded) AAL
Every year, the actuary calculates the difference between the expected UAL and Actual UAL. This is a new layer or amortization base
Each new layer gets amortized (paid off) over a period of time as part of the contribution [rate]
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September 23, 2021 DRAFT 7
DEFINITIONS
Basic Pension Rule:
Benefits + Expenses
=
Contributions* + Investment Earnings
* Employee + Employer
September 23, 2021 DRAFT 8
HOW WE GOT HERE
Investment Losses
CalPERS Contribution Policy
Enhanced Benefits
Demographics
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September 23, 2021 DRAFT 9
HOW WE GOT HERE – INVESTMENT RETURN
Returns (after 2001) shown are gross returns, unreduced for administrative expenses, from CalPERS valuation reports, when available. The discount rate is based on expected returns net of administrative expenses. 20-Year and 30-Year
average return rates on
6/30/21 are 6.9% and
8.3%, respectively
September 23, 2021 DRAFT 10
HOW WE GOT HERE – OLD CONTRIBUTION POLICY
Effective with 2003 valuations:
Slow (15 year) recognition of investment losses into funded status Rolling 30 year amortization of all (primarily investment) losses Designed to:
First smooth rates and
Second pay off UAL
Mitigated contribution volatility
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September 23, 2021 DRAFT 11
HOW WE GOT HERE – ENHANCED BENEFITS
At CalPERS, Enhanced Benefits implemented using all (future & prior) service Typically not negotiated with cost sharing
City of South Pasadena did not adopt Enhanced Benefits Tier 1 PEPRA
Miscellaneous 2%@55 FAE1 2%@62 FAE3
Safety Police & Fire 2%@50 FAE1 2.7%@57 FAE3
Note:
FAE1 is highest one year (typically final) average earnings FAE3 is highest three years (typically final three) average earnings PEPRA tier implemented for new employees hired after 1/1/13 Employee pays half of total normal cost
2021 Compensation limit
Social Security participants: $128,059
Non-Social Security participants: $153,671 (City of South Pasadena is not in Social Security)
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HOW WE GOT HERE – ENHANCED BENEFITS
Available CalPERS Benefit formulas. City of South Pasadena formulas shown in red.
For any retirement age, chart shows benefit multiplier (% FAE per year of service) Retirement Age
Benefit Multiplier
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HOW WE GOT HERE – ENHANCED BENEFITS
Benefit Multiplier
Retirement Age
September 23, 2021 DRAFT 14
HOW WE GOT HERE – DEMOGRAPHIC
Around the State
Large retiree liability compared to actives
State public agency average: 57% for Miscellaneous, 66% for Safety as of 6/30/2019.
Declining active population and increasing number of retirees Higher percentage of retiree liability increases contribution volatility City of South Pasadena percentage of liability belonging to retirees:
Miscellaneous 53%
Safety 67%
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September 23, 2021 DRAFT 15
CALPERS CHANGES
Recent contribution policy changes:
No asset smoothing
No rolling amortization
20-year, level dollar amortization of post-2018 gains, losses, & changes 5-year ramp up for investment gains and losses
CalPERS Board changed the discount rate:
Rate Initial Impact Full Impact
6/30/16 valuation 7.375% 18/19 22/23
6/30/17 valuation 7.25% 19/20 23/24
6/30/18 valuation 7.00% 20/21 24/25
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CALPERS CHANGES
Risk Mitigation Strategy
Move to more conservative investments over time to reduce volatility Only when investment return is better than expected
Lower discount rate in concert
Essentially use ≈50% of investment gains to pay for cost increases Likely get to 6.0% discount rate over 20+ years
Risk mitigation suspended from 6/30/16 to 6/30/18 valuation Did not trigger for 6/30/19 or 6/30/20 valuations
Will trigger for 6/30/21 valuation – 6.8% discount rate In the November 2021 meeting, CalPERS Board will adopt new Capital Market Assumptions
Discount rate and investment allocation
Discount rate expected to be equal to or lower than 6.8% We expect the same or higher investment risk than current portfolio Experience study (Demographic assumptions)
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September 23, 2021 DRAFT 17
CALPERS CHANGES
September 23, 2021 DRAFT 18
CALPERS CHANGES
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September 23, 2021 DRAFT 19
SUMMARY OF DEMOGRAPHIC INFORMATION - MISCELLANEOUS
2011 2016 2019 2020
Actives
Counts 118 104 97 86
Average PERSable Wages $ 47,900 $ 59,600 $ 58,300 $ 72,600 Total PERSable Wages 5,700,000 6,200,000 5,700,000 6,200,000 Inactive Members
Counts
Transferred (working at another
CalPERS agency) 92 103 115 123
Separated 79 89 120 135
Receiving Payments 128 143 147 153
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SUMMARY OF DEMOGRAPHIC INFORMATION - MISCELLANEOUS
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September 23, 2021 DRAFT 21
PLAN FUNDED STATUS - MISCELLANEOUS
June 30, 2019 June 30, 2020
Actuarial Accrued Liability
Active $12,200,000 $12,200,000
Retiree 26,000,000 28,200,000
Inactive 12,700,000 13,300,000
Total 50,900,000 53,700,000
Assets 36,400,000 38,200,000
Unfunded Liability 14,500,000 15,500,000
Funded Ratio 71.6% 71.1%
Average funded ratio for
CalPERS Public Agency
Miscellaneous Plans 72.2% N/A
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PLAN FUNDED STATUS - MISCELLANEOUS
City CalPERS Assets and Actuarial Liability ($Millions) 12 - 16
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PLAN FUNDED STATUS - MISCELLANEOUS
Discount Rate Sensitivity
June 30, 2020
Discount Rate
7.00% 6.50%1 6.00%
AAL $53,700,000 $57,600,000 $61,400,000
Assets 38,200,000 38,200,000 38,200,000
Unfunded Liability 15,500,000 19,400,000 23,200,000
Funded Ratio 71.1% 66.3% 62.2%
1 Estimated by Bartel Associates.
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FUNDED RATIO - MISCELLANEOUS
6/30/21 funded status estimated
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September 23, 2021 DRAFT 25
FUNDED STATUS (THOUSANDS) - MISCELLANEOUS
6/30/21 funded status estimated
September 23, 2021 DRAFT 26
CONTRIBUTION RATES - MISCELLANEOUS
Last Side Fund payment in 2020/21
12 - 18
September 23, 2021 DRAFT 27
CONTRIBUTION RATES - MISCELLANEOUS
6/30/20 Valuation
2022/2023 Contribution Rates
Total2 Tier 1 PEPRA
2%@55 2%@62
Base Total Normal Cost 15.8% 17.2% 14.2%
Class 1 Benefits
Final One Year Compensation 0.3% 0.6% -
Post-Retirement Survivor Allowance 0.8% 0.7% 0.8%
Total Normal Cost 16.8% 18.5% 15.0%
Formula’s Expected EE Contr. Rate 7.1% 6.9% 7.3%
ER Normal Cost 9.7% 11.6% 7.8%
Amortization Payment 17.7% 33.8% 0.4%
Amortization of Side Fund - - -
Total ER Contribution 27.4% 45.4% 8.2%
Employee counts 86 38 48
Employee payroll (in 000’s) $ 6,776 $ 3,499 $ 3,277
Total ER Contribution $ (in 000’s) 1,858 1,589 269
2 Weighting of total contribution based on projected classic and PEPRA payrolls
September 23, 2021 DRAFT 28
CONTRIBUTION RATES - MISCELLANEOUS
6/30/19 6/30/20
2021/2022 2022/2023
Total Normal Cost 16.9% 16.8%
Employee Normal Cost 7.1% 7.1%
Employer Normal Cost 9.9% 9.7%
Amortization Payments 17.0% 17.7%3
Total Employer Contribution Rate 26.9% 27.4%
2021/22 Employer Contribution Rate 26.9%
Payroll > Expected (1.3%)
6/30/16 Discount Rate Change (5th Year) 0.3%
6/30/17 Discount Rate & Inflation (4th Year) 0.3%
6/30/18 Discount Rate change (3rd Year) 0.5%
Other (Gains)/Losses 0.7%
2022/23 Employer Contribution Rate 27.4%
3 Equivalent to 7.8% of UAL. One year, 7% interest on the UAL is 15.8% of payroll. 2022/23 amortization payment exceeds interest on the UAL, so there is no “negative amortization.” 12 - 19
September 23, 2021 DRAFT 29
CONTRIBUTION PROJECTIONS - MISCELLANEOUS
Market Value Investment Return:
June 30, 2021 21.3%4
Future returns based on stochastic analysis using 1,000 trials Single Year Returns at5 25th Percentile 50th Percentile 75th Percentile Current Investment Mix 0.1% 7.0% 14.8%
Ultimate Investment Mix 0.8% 6.0% 11.4%
Assumes investment returns will, generally be 6.5% (as compared to 7.0%) over the next 8 years and higher beyond that.
Discount Rate decreases due to Risk Mitigation policy No Other: Gains/Losses, Method/Assumption Changes, Benefit Improvements Different from CalPERS projection
Impact of Risk Mitigation Policy:
Combined impact of investment gain and discount rate change amortized over 20 years with 5 year ramp up
4 Gross return based on July 2021 CalPERS press release. 5 Nth percentile means N percentage of our trials result in returns lower than the indicated rates.
September 23, 2021 DRAFT 30
CONTRIBUTION PROJECTIONS - MISCELLANEOUS
New hire assumptions:
97.5% of 2021/22 new hires are PEPRA members and 2.5% are Classic members
Percentage of PEPRA member future hires to increase from 97.5% to 100% in last year
12 - 20
September 23, 2021 DRAFT 31
CONTRIBUTION PROJECTIONS - MISCELLANEOUS
September 23, 2021 DRAFT 32
CONTRIBUTION PROJECTIONS - MISCELLANEOUS
12 - 21
September 23, 2021 DRAFT 33
CONTRIBUTION PROJECTIONS - MISCELLANEOUS
September 23, 2021 DRAFT 34
CONTRIBUTION PROJECTIONS - MISCELLANEOUS
12 - 22
September 23, 2021 DRAFT 35
FUNDED STATUS - MISCELLANEOUS
September 23, 2021 DRAFT 36
FUNDED STATUS - MISCELLANEOUS
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12 - 23
September 23, 2021 DRAFT 37
SUMMARY OF DEMOGRAPHIC INFORMATION - SAFETY
2011 2016 2019 2020
Actives
Counts 54 53 49 53
Average PERSable Wages $91,100 $96,300 $97,100 $107,000 Total PERSable Wages 4,900,000 5,100,000 4,800,000 5,700,000 Inactive Members
Counts
Transferred 36 23 27 28
Separated 11 9 18 18
Receiving Payments 113 138 140 138
September 23, 2021 DRAFT 38
SUMMARY OF DEMOGRAPHIC INFORMATION - SAFETY
12 - 24
September 23, 2021 DRAFT 39
PLAN FUNDED STATUS - SAFETY
June 30, 2019 June 30, 2020
Actuarial Accrued Liability
Active $23,100,000 $27,800,000
Retiree 64,300,000 63,900,000
Inactive 4,100,000 3,900,000
Total 91,500,000 95,600,000
Assets 63,500,000 65,400,000
Unfunded Liability 28,000,000 30,200,000
Funded Ratio 69.4% 68.4%
Average funded ratio for
CalPERS Public Agency
Safety Plans 68.6% N/A
September 23, 2021 DRAFT 40
PLAN FUNDED STATUS - SAFETY
City CalPERS Assets and Actuarial Liability ($Millions) 12 - 25
September 23, 2021 DRAFT 41
PLAN FUNDED STATUS - SAFETY
Discount Rate Sensitivity
June 30, 2020
Discount Rate
7.00% 6.50%6 6.00%
AAL $95,600,000 $101,700,000 $107,800,000
Assets 65,400,000 65,400,000 65,400,000
Unfunded Liability 30,200,000 36,300,000 42,400,000
Funded Ratio 68.4% 64.3% 60.7%
6 Estimated by Bartel Associates.
September 23, 2021 DRAFT 42
FUNDED RATIO - SAFETY
6/30/21 funded status estimated
12 - 26
September 23, 2021 DRAFT 43
FUNDED STATUS (THOUSANDS) - SAFETY
6/30/21 funded status estimated
September 23, 2021 DRAFT 44
CONTRIBUTION RATES - SAFETY
12 - 27
September 23, 2021 DRAFT 45
CONTRIBUTION RATES - SAFETY
6/30/20 Valuation
2022/2023 Contribution Rates
Total7 Tier 1 PEPRA
2%@50 2.7%@57
Base Total Normal Cost 26.8% 27.1% 25.8%
Class 1 Benefits
Final One Year Compensation 0.8% 1.1% -
Post-Retirement Survivor Allowance 1.7% 1.7% 1.6%
Total Normal Cost 29.3% 29.9% 27.4%
Formula’s Expected EE Contr. Rate 10.2% 9.0% 13.8%
ER Normal Cost 19.1% 21.0% 13.7%
Amortization Payment 39.6% 52.8% 0.9%
Amortization of Side Fund - - -
Total ER Contribution 58.7% 73.8% 14.6%
Employee counts 53 36 17
Employee payroll (in 000’s) $ 6,150 $ 4,584 $ 1,566
Total ER Contribution $ (in 000’s) 3,611 3,383 228
7 Weighting of total contribution based on projected classic and PEPRA payrolls
September 23, 2021 DRAFT 46
CONTRIBUTION RATES - SAFETY
6/30/19 6/30/20
2021/2022 2022/2023
Total Normal Cost 29.4% 29.3%
Employee Normal Cost 10.0% 10.2%
Employer Normal Cost 19.4% 19.1%
Amortization Payments 41.6% 39.6%8
Total Employer Contribution Rate 61.0% 58.7%
2021/22 Employer Contribution Rate 61.0%
Payroll > Expected (6.6%)
6/30/16 Discount Rate Change (5th Year) 0.7%
6/30/17 Discount Rate & Inflation (4th Year) 0.8%
6/30/18 Discount Rate change (3rd
Year) 1.2%
Other (Gains)/Losses 1.6%
2022/23 Employer Contribution Rate 58.7%
8 Equivalent to 8.1% of UAL. One year, 7% interest on the UAL is 34.4% of payroll . 2022/23 amortization payment exceeds interest on the UAL, so there is no “negative amortization”. 12 - 28
September 23, 2021 DRAFT 47
CONTRIBUTION PROJECTIONS - SAFETY
Market Value Investment Return:
June 30, 2021 21.3%9
Future returns based on stochastic analysis using 1,000 trials Single Year Returns at10 25th Percentile 50th Percentile 75th Percentile Current Investment Mix 0.1% 7.0% 14.8%
Ultimate Investment Mix 0.8% 6.0% 11.4%
Assumes investment returns will, generally be 6.5% (as compared to 7.0%) over the next 8 years and higher beyond that.
Discount Rate decreases due to Risk Mitigation policy No Other: Gains/Losses, Method/Assumption Changes, Benefit Improvements Different from CalPERS projection
Impact of Risk Mitigation Policy:
Combined impact of investment gain and discount rate change amortized over 20 years with 5 year ramp up
9 Gross return based on July 2021 CalPERS press release. 10 Nth percentile means N percentage of our trials result in returns lower than the indicated rates.
September 23, 2021 DRAFT 48
CONTRIBUTION PROJECTIONS - SAFETY
New hire assumptions:
97.5% of 2021/22 new hires are PEPRA members and 2.5% are Classic members
Percentage of PEPRA member future hires to increase from 97.5% to 100% in last year
12 - 29
September 23, 2021 DRAFT 49
CONTRIBUTION PROJECTIONS - SAFETY
September 23, 2021 DRAFT 50
CONTRIBUTION PROJECTIONS - SAFETY
12 - 30
September 23, 2021 DRAFT 51
CONTRIBUTION PROJECTIONS - SAFETY
September 23, 2021 DRAFT 52
CONTRIBUTION PROJECTIONS - SAFETY
12 - 31
September 23, 2021 DRAFT 53
FUNDED STATUS - SAFETY
September 23, 2021 DRAFT 54
FUNDED STATUS - SAFETY
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September 23, 2021 DRAFT 55
COMBINED MISCELLANEOUS AND SAFETY
September 23, 2021 DRAFT 56
COMBINED MISCELLANEOUS AND SAFETY
Funded Status Summary on June 30, 2020
(Amounts in $Millions)
Miscellaneous Safety Total
AAL $ 53.7 $ 95.6 $ 149.3
Assets 38.2 65.4 103.6
Unfunded AAL 15.5 30.2 45.7
Funded Ratio 71.1% 68.4% 69.4%
12 - 33
September 23, 2021 DRAFT 57
LEAVING CALPERS
Participation in CalPERS is governed by State law and CalPERS rules The following are considered “withdrawing” from CalPERS:
Exclude new hires from CalPERS & giving them a different pension Stop accruing benefits for current employees
“Withdrawal” from CalPERS:
Treated as plan termination
Liability increased for conservative investments
Liability increased for future demographic fluctuations Liability must be funded immediately by withdrawing agency Otherwise, retiree benefits are cut
September 23, 2021 DRAFT 58
LEAVING CALPERS
CalPERS Termination Estimates on June 30, 2020 (Amounts in Millions) Ongoing Plan Termination Basis
Discount Rate 7.00% 0.75% 2.50%
Miscellaneous
Actuarial Accrued Liability $ 53.7 $131.9 $ 97.0
Assets 38.2 38.2 38.2
Unfunded AAL (UAAL) 15.5 93.7 58.8
Safety
Actuarial Accrued Liability $ 95.6 $ 227.5 $ 173.7
Assets 65.4 65.4 65.4
Unfunded AAL (UAAL) 30.2 162.1 108.3
Total
Unfunded AAL (UAAL) 45.7 255.8 167.1
Funded Ratio 69.4% 28.8% 38.3%
12 - 34
September 23, 2021 DRAFT 59
PEPRA COST SHARING
Target of 50% of total normal cost paid by all employees PEPRA members must pay greater of 50% of total normal cost or bargained amount if higher
Employer cannot pay any part of PEPRA member required employee contributions
Employer may impose current employees pay 50% of total normal cost (limited to 8% of pay for Miscellaneous and 12% for Safety) if not agreed through collective bargaining
Miscellaneous Plan 2022/23:
Classic Members New Members
Tier 1
2%@55 FAE1
PEPRA
2%@62 FAE3
Employer Normal Cost 11.6% 7.76%
Member Normal Cost 7.0% 7.25%
Total Normal Cost 18.6% 15.01%
50% Target 9.3% 7.51%
September 23, 2021 DRAFT 60
PEPRA COST SHARING
Safety Plan 2022/23:
Classic Members New Members
Tier 1
2%@50 FAE1
PEPRA
2.7%@57 FAE3
Employer Normal Cost 21.0% 13.66%
Member Normal Cost 9.0% 13.75%
Total Normal Cost 30.0% 27.41%
50% Target 15.0% 13.71%
PEPRA Member Contributions – no change expected for FY22/23:
2021/22 2022/23
Group
Total
NC
(Basis)
Member
Rate
Total
Normal
Cost Change
Member
Rate Method
Miscellaneous 14.32% 7.25% 15.01% 0.69% 7.25% PEPRA
Members
Safety 27.63% 13.75% 27.41% (0.22%) 13.75% PEPRA
Members
12 - 35
September 23, 2021 DRAFT 61
PAYING DOWN THE UNFUNDED LIABILITY & RATE STABILIZATION All options for mitigating future contribution increases involve paying more money sooner
CalPERS liabilities grow 7% per year
City internal investments restricted to very low risk Where do you get the money from?
Sources of funds: City funds, borrowing, bargain with employees to pay more How do you use the money?
September 23, 2021 DRAFT 62
WHERE DO YOU GET THE MONEY FROM?
POB:
Usually thought of as interest arbitrage between expected earnings and rate paid on POB
No guaranteed savings
PEPRA prevents contributions from dropping below normal cost Savings offset when investment return is good
GFOA Advisory
Currently very popular due to low borrowing costs, but no guarantees! Borrow from General Fund similar to State
One time payments
Governing body resolution to use a portion of one time money, e.g. 1/3 to one time projects
1/3 to replenish reserves and
1/3 to pay down unfunded liability
12 - 36
September 23, 2021 DRAFT 63
HOW DO YOU USE THE MONEY?
Internal Service Fund
Typically used for rate stabilization
Restricted investments:
Likely low (0.5%-1.0%) investment returns
Short term/high quality, designed for preservation of principal Assets can be used by governing body for other purposes Does not reduce Unfunded Liability
September 23, 2021 DRAFT 64
HOW DO YOU USE THE MONEY?
Make payments directly to CalPERS:
Likely best long-term investment return
Must be considered an irrevocable decision
Extra payments cannot be used as future “credit”
PEPRA prevents contributions from dropping below normal cost Option #1: Request shorter amortization period (Fresh Start):
Higher short term payments
Less interest and lower long term payments
Likely cannot revert to old amortization schedule
“Soft” fresh start is more popular, but administratively difficult
12 - 37
September 23, 2021 DRAFT 65
HOW DO YOU USE THE MONEY?
Make payments directly to CalPERS (continued):
Option #2: Additional Discretionary Payment (ADP):
Extra contribution’s impact muted by reduced future contributions CalPERS can’t track the “would have been” contribution No guaranteed savings
Larger asset pool means larger loss (or gain) opportunity Paying off shorter amortization bases: larger contribution savings over shorter period:
e.g. 10 year base reduces contribution 11.9¢ for $1
Less interest savings vs paying off longer amortization bases Paying off longer amortization bases: smaller contribution savings over longer period:
e.g. 25 year base reduces contribution 6.2¢ for $1
More interest savings vs paying off shorter amortization bases Maintaining the current payment schedule – not letting payments reduce due to extra payment – gives the greatest long-term savings Administratively and politically difficult
September 23, 2021 DRAFT 66
HOW DO YOU USE THE MONEY?
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September 23, 2021 DRAFT 67
IRREVOCABLE SUPPLEMENTAL (§115) PENSION TRUST
Can only be used to:
Reimburse City for CalPERS contributions
Make payments directly to CalPERS
Investments significantly less restricted than City investment funds Fiduciary rules govern Trust investments
Usually, designed for long term returns
Assets don’t count for GASB accounting
Are considered Employer assets
Well over 100 trusts established, mostly since 2015
Trust providers: PARS, PFM, Keenan
California Employers’ Pension Prefunding Trust (CEPPT) effective July 2019
Strategy 1: 48% stocks / 52% bonds
Strategy 2: 22% stocks / 78% bonds
September 23, 2021 DRAFT 68
IRREVOCABLE SUPPLEMENTAL (§115) PENSION TRUST
More flexibility than paying CalPERS directly
City decides if and when and how much money to put into Trust City decides if and when and how much to withdraw to pay CalPERS or reimburse Agency
Funding strategies typically focus on
Reducing the unfunded liability
Fund enough to make total CalPERS UAL = 0
Make PEPRA required payments from Trust when overfunded Stabilizing contribution rates
Mitigate expected contribution rates to better manage budget Combination
Use funds for rate stabilization/budget predictability Target increasing fund balance to pay off UAL sooner
12 - 39
September 23, 2021 DRAFT 69
IRREVOCABLE SUPPLEMENTAL (§115) PENSION TRUST
Consider:
How much can you put into Trust?
Initial seed money?
Additional amounts in future years?
When do you take money out?
Target budget rate?
Year target budget rate kicks in?
Before or after CalPERS rate exceeds budgeted rate?
September 23, 2021 DRAFT 70
COMPARISON OF OPTIONS
Supplemental Trust CalPERS
Flexible Locked In
Likely lower long-term return Likely higher long-term return Investment strategy choice No investment choice
Does not reduce net pension
liability for GASB reporting
Reduces net pension liability for
GASB reporting
More visible More restricted
12 - 40
September 23, 2021 DRAFT 71
ADDITIONAL PAYMENT ILLUSTRATION
Direct Payment to CalPERS
Following illustrates additional $3.4 million contribution to CalPERS on June 30, 2022 $.6 million to OPEB illustrated later. Total $4 million Miscellaneous ($1.2 million)
Safety ($2.2 million)
Estimated Savings
Miscellaneous Safety
Apply ADP to Shortest Bases $1.2 million $2.2 million
Total $ Savings (000’s) over 30 years $ 571 $1,155
Present Value of Savings @ 3% (000’s) 277 555
Apply ADP to Longest Bases $1.2 million $2.2 million
Total $ Savings (000’s) over 30 years $1,398 $ 2,580
Present Value of Savings @ 3% (000’s) 592 1,090
Do Not Let Payments Reduce $1.2 million $2.2 million
Total $ Savings (000’s) over 30 years $2,827 $5,318
Present Value of Savings @ 3% (000’s) 1,158 2,171
September 23, 2021 DRAFT 72
ADDITIONAL PAYMENT ILLUSTRATION
Payment to 115 Trust
Miscellaneous Safety
Trust Contributions $1.2 million $2.2 million
Trust Earnings 5% 5%
Trust Target
- Target City contribution rate11 25.0% 53.0%
- Projected 1st year of trust
withdrawals 2028/29 2028/29
- Projected last year of trust
withdrawals 2035/36 2034/35
$ Savings (000’s) over 30 years $825 $1,428
Present value of savings @ 3%
discount rate (000’s) 312 567
11 If CalPERS rates are below the target rate, the difference is paid to the Trust. If CalPERS rates are above the target rate, funds are withdrawn from the trust to pay CalPERS.
12 - 41
September 23, 2021 DRAFT 73
ADDITIONAL PAYMENT ILLUSTRATION
Direct Payment to CalPERS
Miscellaneous
September 23, 2021 DRAFT 74
ADDITIONAL PAYMENT ILLUSTRATION
Direct Payment to CalPERS
Miscellaneous
12 - 42
September 23, 2021 DRAFT 75
ADDITIONAL PAYMENT ILLUSTRATION
Direct Payment to CalPERS
Safety
September 23, 2021 DRAFT 76
ADDITIONAL PAYMENT ILLUSTRATION
Direct Payment to CalPERS
Safety
12 - 43
September 23, 2021 DRAFT 77
ADDITIONAL PAYMENT ILLUSTRATION
Direct Payment to CalPERS
Miscellaneous
September 23, 2021 DRAFT 78
ADDITIONAL PAYMENT ILLUSTRATION
Direct Payment to CalPERS
Safety
12 - 44
September 23, 2021 DRAFT 79
ADDITIONAL PAYMENT ILLUSTRATION
Payment to 115 Trust
Miscellaneous
September 23, 2021 DRAFT 80
ADDITIONAL PAYMENT ILLUSTRATION
Payment to 115 Trust
Miscellaneous
12 - 45
September 23, 2021 DRAFT 81
ADDITIONAL PAYMENT ILLUSTRATION
Payment to 115 Trust
Miscellaneous
September 23, 2021 DRAFT 82
ADDITIONAL PAYMENT ILLUSTRATION
12 - 46
September 23, 2021 DRAFT 83
ADDITIONAL PAYMENT ILLUSTRATION
Payment to 115 Trust
Safety
September 23, 2021 DRAFT 84
ADDITIONAL PAYMENT ILLUSTRATION
Payment to 115 Trust
Safety
12 - 47
September 23, 2021 DRAFT 85
ADDITIONAL PAYMENT ILLUSTRATION
Payment to 115 Trust
Safety
September 23, 2021 DRAFT 86
ADDITIONAL PAYMENT ILLUSTRATION
12 - 48
September 23, 2021 DRAFT 87
OPEB PLAN FUNDING
Retiree Healthcare Benefits
City pays:
Single-employee premiums for pre-2012 retirees
Up to $625/$715 per month for other Safety employees and Miscellaneous hired before 7/1/2020
CalPERS minimum ($143/month in 2021) for Miscellaneous hired after 7/1/2020
Retirement after age 50 with 5 years CalPERS service
Health plans through CalPERS
No dental, vision, or life insurance
District not pre-funding the OPEB obligation
Discount rate depends on municipal bond rate (2.21% at 6/30/2021) If prefunding, use fund’s long term expected return on assets
September 23, 2021 DRAFT 88
OPEB PLAN FUNDING
Actuarial Obligations
(Amounts in 000’s)
6/30/19
Discount rate 3.5%
Actuarial Accrued Liability (AAL)
• Actives (future retirees) $ 5,501
• Retirees 11,337
• Total 16,838
Assets 0
Unfunded AAL 16,838
Projected benefit payments FY2021 $815
12 - 49
September 23, 2021 DRAFT 89
OPEB PLAN FUNDING
Why prefund OPEB?
Financial: Future benefits can be paid partly from investment earnings instead of from current City budget
Intergenerational equity: Taxpayers/residents who receive City services should pay for the compensation and retiree benefits -- they should not be paid by later taxpayers
Logical: OPEB is an employee benefit just like pensions.
September 23, 2021 DRAFT 90
OPEB PLAN FUNDING
6/30/2021 Actuarial Obligations and Recommended Contributions (Amounts in 000’s)
Current Pre-funding Pre-funding
Discount rate (expected long term
return on trust assets) 3.5% 6.25% 4.75%
Actuarial Accrued Liability (AAL) $ 17,471 $ 12,865 $ 15,093 Assets 0 600 600
Unfunded AAL (UAL) 17,471 12,265 14,493
Normal cost (value of benefits
earned in the coming year) 673 399 527
Amortization payment 12 N/A 861 923
Actuarially Determined
Contribution (ADC) N/A 1,260 1,450
Projected benefit payments 840 840 840
Net recommended trust
contribution for FY2022 N/A $ 420 $ 610
12 20 year, level percent of pay (3% per year payment escalation) 12 - 50
September 23, 2021 DRAFT 91
OPEB PLAN FUNDING
Illustration of Projected Recommended Contributions vs. Benefit Payments
6.25% Discount Rate
September 23, 2021 DRAFT 92
OPEB PLAN FUNDING
Illustration of UAL Amortization Payments
6.25% Discount Rate
12 - 51
September 23, 2021 DRAFT 93
OPEB PLAN FUNDING
Illustration of UAL Paydown
6.25% Discount Rate
September 23, 2021 DRAFT 94
ACTUARIAL CERTIFICATION
This report presents analysis of the City of South Pasadena’s CalPERS pension plans. The purpose of this report is to provide the City:
Historical perspective on the plan investment returns, assets, funded status and contributions. Projections of likely future contributions and the impact of investment volatility The calculations and projections in this report are based on information contained in the City’s June 30, 2020 and earlier CalPERS actuarial valuation reports. We reviewed this information for reasonableness, but do not make any representation on the accuracy of the CalPERS reports.
Future investment returns and volatility are based on Bartel Associates Capital Market model which results in long term returns summarized on pages 23 and 41.
Future results may differ from our projections due to differences in actual experience as well as changes in plan provisions, CalPERS actuarial assumptions or methodology. Other than variations in investment return, this study does not analyze these.
To the best of our knowledge, this report is complete and accurate and has been conducted using generally accepted actuarial principles and practices. As members of the American Academy of Actuaries meeting the Academy Qualification Standards, we certify the actuarial results and opinions herein.
Respectfully submitted,
Mary Elizabeth Redding, FSA, EA, FCA, MAAA
Vice President
Bartel Associates, LLC
DRAFT
Bianca Lin, FSA, EA, FCA, MAAA
Assistant Vice President
Bartel Associates, LLC
DRAFT
12 - 52
13 - 1
13 Resolution on Sundown Town
February 2, 2022
274160.1
California and the third in the nation to pass a resolution apologizing for its history as a “sundown town”;
• In January 2022, the United States Senate passed a bill, authored by Sen. Cory Booker, to posthumously award the Congressional Gold Medal to honor Emmitt Till, a Chicago teenager kidnapped and murdered by white supremacists in Money, Mississippi in 1955 while visiting relatives. The bill is now headed to the House of Representatives and will also honor Emmitt Till’s mother, Mamie Till-Mobley;
• In 2021, the House of Representative approved a bill supporting reparations for descendants of slavery after more than three decades of building support. The bill is called H.R. 40, and it will establish a 13-person commission to study the effects of slavery and racial discrimination throughout our county’s history; and • In 2022, the United States Mint began shipping quarters featuring Maya Angelou after it was approved for the author/activist to be the first woman on the Unites States quarter. In addition, the Treasury Department is honoring Rosa Parks on the twenty-dollar bill.
The City of South Pasadena has been active in efforts to further social equity. In recent years, the City has made progress in this significant matter, including:
• January 2021: City Council approved the Black History Month Proclamation • March 2021: Diversity and Equity Training for all City staff • April 2021: Hero Pay for workers during the height of the COVID pandemic • May 2021: Council adopted the City’s first Inclusionary Housing Ordinance Council continued the Sundown Town Resolution during the February 17, 2021 meeting, and requested additional community feedback and collaboration. Local community groups CareFirst, Anti-Racism Committee, and Anti-Bias Club have been instrumental in providing feedback drafting the resolution to ensure it is specific to South Pasadena, and not a merely a general mirror of local resolutions from neighboring cities. The Anti-Racism Committee has compiled extensive research and facts along with the student work of the Anti-Bias Club, and CareFirst provided information on wealth gaps and historical analysis. Additional information was provided by CareFirst on November 17, 2021 regarding a Racial Impact Amendment. (Attachment 3)
Discussion/Analysis
Previously, South Pasadena City Library Historian Olivia Radbill and then-Mayor Robert Joe conducted research into the South Pasadena’s history as a Sundown Town and discovered the following institutionalized forms of systemic racism in South Pasadena:
• On October 23, 1911 City Council members Jacobs, Vatcher, Wilson, and Adams voted to block an orphanage for Black children from being established in the City; • In 1941, a race restriction campaign was established by a non-profit committee, "South Pasadenans Inc.", was aided by the City. The purpose of the committee was to restrict non-white citizens from purchasing homes;
13 - 2
Resolution on Sundown Town
February 2, 2022
274160.1
• In 1942, in response to Executive Order 9066 requiring the relocation of persons of Japanese ancestry, 165 Japanese-American residents of South Pasadena were forced to evacuate South Pasadena. There is not clarity as to what happened to homes that were evacuated by these residents. In 1942, Mayor A.O. Porter simply commented that the City does not have control of these properties. Many were either sold in duress by the families before leaving or sat vacant until the families returned. • In 1955, Susan McClain, a 9-year-old African-American girl, was denied entry to the Orange Grove Plunge. According to a lawsuit filed against the City, the girl was not permitted entry due to a Recreation Department rule "barring Negroes".
In order to address these past issues, the City of South Pasadena adopted Resolution 7673, dated August 5, 2020. (Att. 2). The attached resolution reaffirms that the City will continue to promote inclusion and equity, and will stand up to bigotry, hatred, intolerance, racism, and violence. It affirms that the City unequivocally rejects racism in all its forms and is committed to working toward building a community where people of all races and cultural backgrounds are welcome to live and prosper.
With all of this considered, it is recommended that the City Council take a step further in setting an example by adopting a resolution entitled “Resolution of the City Council of the City of South Pasadena Condemning the City’s History as a Sundown Town and Past Practices of Institutionalized Racism.”
Restrictive Housing Covenants
Staff recommends the City will review the deeds of properties currently owned by the City or owned in the future, and will remove any existing racially restrictive housing covenants.
Community Development Director has worked with staff in preparing this resolution and confirmed staff has the capacity to request or purchase copies of South Pasadena deeds from the LA County Recorder’s Office and research and remove any existing racially restrictive housing covenants. Individual residents now also have the option remove a such restrictions from their own deeds, per AB 1466 (Att. 5), signed into law September 28, 2021. A Restrictive Covenant Modification form is now required to be provided to every person purchasing a property with a restrictive covenant, and that by July 1, 2022 each county recorder establish an implementation plan to identify unlawful restrictive covenants in the records of their office.
Government Alliance on Race & Equity (GARE)
It is also recommended the City consider joining the Government Alliance on Race & Equity (GARE) after staff has an opportunity to attend one or more information sessions. The next information session is scheduled for February 22, 2022. (Source:
https://garemembers.racialequityalliance.org/events/calendar) South Pasadena membership is a request supported by the local community groups. GARE is a national network of city governments working to achieve racial equity and advance opportunities for all. GARE was launched by the Haas Institute for a Fair and Inclusive Society (HIFIS) at the University of California Berkeley in early 2014. In the Fall of 2015, GARE was established as a 13 - 3
Resolution on Sundown Town
February 2, 2022
274160.1
joint project of HIFIS and the Center for Social Inclusion (CSI), with GARE formally establishing itself as a program of CSI. In 2017, CSI merged with Race Forward, a national taxexempt non-profit organization that catalyzes community, government, and other institutions to dismantle structural racial inequity and create equitable outcomes for all. Race Forward crafts and applies tools and strategies to transform our nation’s policies and practices, in order to achieve racial equity. GARE is working to advance racial equity and increase opportunities for all communities. GARE is building the field of practice to advance racial equity within and through government.
GARE recognizes that racial inequities currently exist across all indicators for success, including in education, criminal justice, jobs, housing, public infrastructure and health, regardless of intent, region of the country or size of jurisdiction. GARE also recognizes the reality that government played a central role in the creation and maintenance of racial inequity, and did so explicitly for centuries and has done so for 50+ years implicitly via policies and practices that perpetuate inequities, even when they are color-blind or race-neutral. Government will continue to perpetuate racial inequities unless there are intentional and strategic interventions that lead to transformation.
GARE’s Membership Network is composed of over 350 jurisdictions at the forefront of local and regional government’s work to advance racial equity. The Network is a professional peer-to-peer network that enables government racial equity directors/leads and subject area experts to exchange information, collaborate to advance their practice, and develop solutions to racial equity challenges. Local GARE member Cities include:
• Pasadena
• Santa Monica
• Glendale
• Pico Rivera
• Southern California Association of
Governments
• El Segundo
• Culver City
• Long Beach
• San Marino
• South Coast Air Quality Management
District
(Source: www.racialequityalliance.org/where-we-work/jurisdictions/).
Fiscal Impact
GARE membership will be brought to Council at a later date after staff has attended information sessions, and also discussed the program with our local City partners. Annual membership with GARE is $2,500. The funds to cover this expense will covered by Account GL 101-2010-2011- 8060. There is adequate funding in this line item.
The fiscal impact associated with the adoption of the included resolution and associated actions is include in already budgeted activities of City personnel, or will be addressed in future City action with negligible effect.
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Resolution on Sundown Town
February 2, 2022
274160.1
Public Notification of Agenda Item
The public was made aware that this item was to be considered this evening by virtue of its inclusion on the legally publicly noticed agenda, posting of the same agenda and reports on the City’s website.
Recommendation
It is recommended that the City Council:
1. Adopt a resolution entitled “Resolution of the City Council of the City of South Pasadena Condemning the City’s History as a Sundown Town and Past Practices of Institutionalized Racism”; and
2. Direct staff to attend information sessions on the Government Alliance on Race & Equity (GARE) and discuss the membership with our neighboring cities; and
3. Direct staff to engage in the following Equity-Developing Activities:
a. Review the deeds of properties currently owned by the City or owned in the future in coordination with LA County Registrar Recorder adoption and implementation plan; remove any existing racially restrictive housing covenants; and for any property purchased in the future remove the racially restrictive housing covenant prior accepting property;
b. Hire artists to perform at the Music in the Parks reflecting a wide variety of cultural backgrounds, countries, and sounds;
c. Support an annual community forum in demonstration of South Pasadena’s commitment to promote diversity, equity and inclusion in the community; hosted by Assistant to the City Manager Tamara Binns;
d. Continue to support the spirit of inclusionary initiatives proposed by county legislation, budget proposals, and policies that would reverse past racist policies and reduce racial disparities consistent with this Resolution, and actively oppose state and county legislation, budget proposals, and policies that would impede the goals of the Resolution Condemning the City’s History as a Sundown Town and Past Practices of Institutionalized Racism”;
e. Continue to promote diversity in the membership of city commissions; and f. Continue to provide diversity, equity, and inclusion training for all city employees.
Attachments:
1. Proposed Resolution Condemning the City’s History as a Sundown Town and Past Practices of Institutionalized Racism
2. Resolution 7673- Affirming the City of South Pasadena’s Commitment to Diversity and to Safeguarding Civil Rights, Safety and Dignity of all of our Citizens
3. Racial Impact Amendment from CareFirst (November 17, 2021)
4. GARE Membership Application
5. AB 1466 Real Property: discrimination restrictions (September 28, 2021) 13 - 5
ATTACHMENT 1
A Resolution of the City of Council of the City of
South Pasadena, California, Condemning the
City’s History as a Sundown Town and Past
Practices of Institutionalized Racism
13 - 6
274170.1
RESOLUTION NO. XXXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SOUTH PASADENA, CALIFORNIA, CONDEMNING THE
CITY’S HISTORY AS A SUNDOWN TOWN AND PAST
PRACTICES OF INSTITUTIONALIZED RACISM
WHEREAS, in the 20th century, many towns throughout the state of California, along with towns and cities in many other states became known as “Sundown Towns” because of their practice of excluding members of non-white racial and ethnic groups, from living in said jurisdictions or even being inside the city limits after sundown, often by social and cultural means, and through government action, including police profiling and enhanced enforcement;
WHEREAS, various practices and events in the history of the City of South Pasadena have been identified as creating such a circumstance to identify the City of South Pasadena as having been a Sundown Town;
WHEREAS, such circumstances and events include the following:
o On October 23, 1911, City Council members Jacobs, Vatcher, Wilson, and Adams voted to block an orphanage for Black children being established in the City;
o In 1941, a race restriction campaign was established by a nonprofit committee, "South Pasadenans Inc.", was aided by the City. The purpose of the committee was to restrict non-white citizens from purchasing homes;
o In 1942, in response to Executive Order 9066 requiring the relocation of persons of Japanese ancestry, 165 Japanese-American residents of South Pasadena were forced to evacuate South Pasadena. There is not clarity as to what happened to homes that were evacuated by these residents. In 1942, Mayor A.O. Porter simply commented that the City does not have control of these properties. Many were either sold in duress by the families before leaving or sat vacant until the families returned;
o In 1955, Susan McClain, a 9-year-old African-American girl, was denied entry to the Orange Grove Plunge. According to a lawsuit filed against the City, the girl was not permitted entry due to a Recreation Department rule "barring Negroes".
13 - 7
RESOLUTION NO. XXX
274170.1
WHEREAS, the City Council of the City of South Pasadena acknowledges government policies and historic racism has had a direct impact on income inequality; WHEREAS, the City Council of the City of South Pasadena understands the importance of examining what role the City previously has played in institutional racism, and is ready to embark on a journey towards racial literacy and reconciliation; WHEREAS, the City of South Pasadena is a racially and ethnically diverse city, with a racial composition of roughly 36% White, 38% Asian, 21% Hispanic, 3% Black, and 2% of other race based on the estimated 2020 Census data; and WHEREAS, the City Council of the City of South Pasadena envisions a city in which each person regardless of their racial or ethnic background has equal opportunity to thrive;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SOUTH
PASADENA, CALIFORNIA, DOES RESOLVE, DECLARE, DETRMINE AND ORDER AS FOLLOWS:
SECTION 1. The City of South Pasadena acknowledges, apologizes for, and condemns all racist aspects of the City’s history, and deeply regrets the pain, hurt, and suffering such policies have caused;
SECTION 2. The City of South Pasadena will continue to promote inclusion and equity, and will stand up to bigotry, hatred, intolerance, racism, and violence as reaffirmed in Resolution 7673 dated August 5, 2020;
SECTION 3. The City will evaluate policies, procedures, ordinances, programs, goals, and missions to foster an unbiased and inclusive environment where no person or group is subject to discrimination, harassment, or disproportionate economic harm on the basis of race, ancestry, national origin, color, religion, sex or sexual orientation.
SECTION 4. Review the deeds of properties currently owned by the City or owned in the future in coordination with LA County Registrar Recorder adoption and implementation plan; remove any existing racially restrictive housing covenants; and for any property purchased in the future remove the racially restrictive housing covenant prior accepting property;
SECTION 5. The City will hire artists to perform at the Music in the Parks reflecting a wide variety of cultural backgrounds, countries, and sounds; 13 - 8
RESOLUTION NO. XXX
274170.1
SECTION 6. The City will support and host an annual community forum in demonstration of South Pasadena’s commitment to promote diversity, equity and inclusion in the community;
SECTION 7. The City will continue to support the spirit of inclusionary initiatives to review state and county legislation, budget proposals, and policies that would reverse past racist policies and reduce racial disparities consistent with this Resolution, and actively oppose state and county legislation, budget proposals, and policies that would impede the goals of this Resolution;
SECTION 8. The City will continue to promote diversity in the membership of city commissions;
SECTION 9. The City will continue to provide diversity, equity, and inclusion training for all city employees; and
SECTION 10. The City Clerk of the City of South Pasadena shall certify to the passage and adoption of this resolution and its approval by the City Council and shall cause the same to be listed in the records of the City.
PASSED, APPROVED AND ADOPTED ON this 2nd day of February, 2022.
Michael Cacciotti, Mayor
ATTEST: APPROVED AS TO FORM:
Tameka J. Cook, Chief City Clerk Andrew Jared, City Attorney (seal)
I HEREBY CERTIFY the foregoing resolution was duly adopted by the City Council of the City of South Pasadena, California, at a regular meeting held on the 2nd day of February 2022, by the following vote:
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RESOLUTION NO. XXX
274170.1
AYES:
NOES:
ABSENT:
ABSTAINED:
Tameka J. Cook, Chief City Clerk
(seal)
13 - 10
ATTACHMENT 2
Resolution 7673 A Resolution Affirming the City of South Pasadena’s Commitment to Diversity and to Safeguarding
Civil Rights, Safety and Dignity of all of our Citizens
13 - 11
RESOLUTION NO. 7673
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF SOUTH PASADENA, CALIFORNIA,
AFFIRMING THE CITY OF SOUTH PASADENA’S
COMMITMENT TO DIVERSITY AND TO SAFEGUARDING
THE CIVIL RIGHTS, SAFETY AND DIGNITY OF
ALL OF OUR RESIDENTS
WHEREAS, on December 21, 2016, the City adopted Resolution 7491, asserting the City of South Pasadena belief that diversity of backgrounds, perspectives, and experiences of the American people – native and immigrant – makes our nation, communities, bonds between neighbors, and economies richer and stronger; and WHEREAS, the City of South Pasadena supports citizens’ rights under the First Amendment to peacefully protest and to express their viewpoint, without fear of reprisal; and
WHEREAS, the City of South Pasadena will not tolerate hate crimes of any kind, including, but not limited to, actions taken to repress or intimidate the expression of the viewpoints of others; and
WHEREAS, the City of South Pasadena does not tolerate hate crimes, harassment, or assault, and believes each person is naturally and legally entitled to live a life without harassment, discrimination, persecution, or assault, whether perpetrated by individuals, groups, businesses, or governments; and
WHEREAS, the City of South Pasadena will oppose any attempts to undermine the safety, security, and rights of members of our community and will work proactively to ensure the rights and privileges of everyone in the City, regardless of race, ethnicity, religion, country of birth, immigration status, disability, gender, sexual orientation, or gender identity; and
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SOUTH
PASADENA, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:
SECTION 1. The City of South Pasadena reaffirms the public policy of the City to be inclusive and to respect the inherent worth of every person, without regard to a person’s race, color, religion, national origin, sex, gender identity, immigration status, disability, housing status, economic status, political affiliation, or cultural practices. Acts of discrimination and crimes motivated by hatred toward a person’s affiliation with any protected classification, their viewpoint or its expression have no place in our community and will not be tolerated by the City.
DocuSign Envelope ID: 0F06FA75-EBD8-4F97-BEF5-C0403F74691F 13 - 12
RESOLUTION NO. 7673
SECTION 2. The City Clerk of the City of South Pasadena shall certify to the passage and adoption of this resolution and its approval by the City Council and shall cause the same to be listed in the records of the City.
PASSED, APPROVED AND ADOPTED ON this 5th day of August, 2020.
Robert Joe, Mayor
ATTEST: APPROVED AS TO FORM:
Evelyn G. Zneimer, City Clerk Teresa L. Highsmith, City Attorney (seal)
I HEREBY CERTIFY the foregoing resolution was duly adopted by the City Council of the City of South Pasadena, California, at a regular meeting held on the 5th day of August, 2020, by the following vote:
AYES: Cacciotti, Khubesrian, Schneider, Mahmud, and Mayor Joe NOES: None
ABSENT: None
ABSTAINED: None
Evelyn G. Zneimer, City Clerk
(seal)
DocuSign Envelope ID: 0F06FA75-EBD8-4F97-BEF5-C0403F74691F 13 - 13
ATTACHMENT 3
Racial Impact Amendment from CareFirst
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Racial
Impact
Amendment
to City of South Pasadena
Sundown Town Resolution
1. The City will review and revise its
policies, procedures, ordinances,
programs, goals, and missions through
an anti-racism lens to foster an unbiased
and inclusive environment where no
person or group is subject to
discrimination, harassment or
disproportionate economic harm.
2. The City will evaluate prospective
policies, procedures, ordinances,
programs, goals, and missions through
an anti-racism lens to foster an unbiased
and inclusive environment where no
person or group is subject to
discrimination, harassment or
disproportionate economic harm.
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ATTACHMENT 4
GARE Membership Application
https://www.tfaforms.com/4905080
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ATTACHMENT 5
AB 1466 Real Property: discrimination restrictions
(September 28, 2021)
13 - 17
Assembly Bill No. 1466
CHAPTER 359
An act to amend Sections 12956.1, 12956.2, 27282, and 27388.1 of, and to add Sections 12956.3 and 27388.2 to, the Government Code, relating to real property.
[Approved by Governor September 28, 2021. Filed with
Secretary of State September 28, 2021.]
legislative counsel’s digest
AB 1466, McCarty. Real property: discriminatory restrictions.
Existing law, the California Fair Employment and Housing Act, prohibits discrimination in housing based on race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, marital status, national origin, ancestry, familial status, source of income, disability, veteran or military status, or genetic information, and provides that discrimination in housing through a restrictive covenant includes the existence of a restrictive covenant, regardless of whether accompanied by a statement that the covenant is repealed or void. Existing law also provides that a provision in any deed of real property in California that purports to restrict the right of any person to sell, lease, rent, use, or occupy the property to persons having the characteristics specified above by providing for payment of a penalty, forfeiture, reverter, or otherwise, is void, except as specified. Additionally, existing law provides that any deed or other written instrument that relates to title to real property, or any written covenant, condition, or restriction annexed or made a part of, by reference or otherwise, any deed or instrument, that contains any provision that purports to forbid, restrict, or condition the right of any person or persons to sell, buy, lease, rent, use, or occupy the property on account of any of characteristics specified above, is deemed to be revised to omit that provision.
Existing law requires a county recorder, title insurance company, escrow company, real estate broker, real estate agent, or association that delivers a copy of a declaration, governing document, or deed, to place a cover page or stamp on the first page of the previously recorded document stating that if the document contains any restriction that unlawfully discriminates based on any of the characteristics specified above, that document is void.
This bill would require a title company, escrow company, real estate broker, real estate agent, or association that delivers a copy of a declaration, governing document, or deed to a person who holds an ownership interest of record in property to also provide a Restrictive Covenant Modification form with specified procedural information.
Existing law authorizes a person who holds an ownership interest of record in property that they believe is the subject of an unlawfully restrictive 92 STATE OF CALIFORNIA
AUTHENTICATED
ELECTRONIC LEGAL MATERIAL
13 - 18
covenant, as specified, to record a Restrictive Covenant Modification, which is required to include a copy of the original document with the illegal language stricken. Existing law requires the county recorder, before recording the modification document, to submit the modification document and the original document to the county counsel who is required to determine whether the original document contains an unlawful restriction based on any of the characteristics specified above. Existing law requires the county counsel to return these documents and inform the county recorder of their determination, and requires the county recorder to refuse to record the modification document if the county counsel finds that the original document does not contain an unlawful restriction. Existing law requires the county recorder to make Restrictive Covenant Modification forms available to the public.
This bill would additionally authorize a title company, escrow company, county recorder, real estate broker, real estate agent, or other person to record a Restrictive Covenant Modification. The bill, beginning July 1, 2022, would require a title company, escrow company, real estate broker, or real estate agent that has actual knowledge of a declaration, governing document, or deed that is being directly delivered to a person who holds or is acquiring an ownership interest in property and includes a possible unlawfully restrictive covenant to notify the person of the existence of that covenant and their ability to have it removed through the restrictive covenant modification process. The bill would, beginning July 1, 2022, and upon request before the close of escrow, require the title company or escrow company that is directly involved in the pending transaction to assist in the preparation of a Restrictive Covenant Modification, as specified.
This bill would require the county counsel, after their review, to return the documents to the county recorder and inform the county recorder of their determination within a reasonable period of time, not to exceed 3 months, as provided. The bill would require a person who requests to record a modification document to provide a return address in order for the county recorder to notify this person of the action taken by the county counsel. The bill would require the county recorder to make Restrictive Covenant Modification forms available to the public onsite or online, as provided, and require the forms to permit the submission of a form that will correct unlawfully restrictive covenants for multiple dwellings within a subdivision, as specified.
This bill would require the county recorder of each county to establish a restrictive covenant program to assist in the redaction of unlawfully restrictive covenants. In this regard, the bill would require each county recorder to prepare an implementation plan by July 1, 2022, as specified, identify unlawfully restrictive covenants in the records of their office, and to redact unlawfully restrictive covenants, as specified. The bill would require the County Recorders Association of California to submit reports to the Legislature by January 1, 2023, and January 1, 2025, of the progress of each county’s restrictive covenant program and to annually convene a 92 Ch. 359 — 2 —
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best practices meeting to share concepts on the implementation of restrictive covenant programs, as specified.
Existing law imposes a fee, except as provided, of $75 to be paid at the time of the recording of every real estate instrument, paper, or notice required or permitted by law to be recorded, per each single transaction per single parcel of real property, not to exceed $225. Existing law exempts from this fee any real estate instrument, paper, or notice recorded in connection with a transfer subject to the imposition of a documentary transfer tax, as provided, or with a transfer of real property that is a residential dwelling to an owner-occupier.
This bill would additionally exempt from this fee any real estate instrument, paper, or notice executed or recorded to remove a restrictive covenant that is in violation of specified provisions of the California Fair Employment and Housing Act.
This bill, subject to authorization from the county’s board of supervisors and in accordance with applicable constitutional requirements, would authorize a county recorder to impose a fee of $2 to be paid at the time of the recording of every real estate instrument, paper, or notice required or permitted by law to be recorded for the purpose of funding the restrictive covenant programs established under these provisions. The bill would exempt certain documents from a fee established pursuant to these provisions. The bill would prohibit a county recorder to charge the $2 fee after December 31, 2027, unless the fee is reauthorized, as specified.
Existing law authorizes recordation of certain documents, including a release, discharge, or subordination of a lien for postponed property taxes, without acknowledgment, certificate of acknowledgment, or further proof.
This bill would authorize the recordation of any modification document, instrument, paper, or notice to remove a restrictive covenant that is in violation of specified provisions of the California Fair Employment and Housing Act without acknowledgment, certificate of acknowledgment, or further proof.
By imposing new duties upon counties with respect to the imposition of the recording fee and new duties upon local county officials with respect to the redaction of unlawfully restrictive covenants, this bill would impose a state-mandated local program.
The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement.
This bill would provide that with regard to certain mandates no reimbursement is required by this act for a specified reason.
With regard to any other mandates, this bill would provide that, if the Commission on State Mandates determines that the bill contains costs so mandated by the state, reimbursement for those costs shall be made pursuant to the statutory provisions noted above.
92 — 3 — Ch. 359
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The people of the State of California do enact as follows:
SECTION 1. Section 12956.1 of the Government Code is amended to read:
12956.1. (a) As used in this section.
(1) “Association,” “governing documents,” and “declaration” have the same meanings as set forth in Sections 4080, 4135, and 4150 or Sections 6528, 6546, and 6552 of the Civil Code.
(2) “Redaction” means the process of rerecording of a document that originally contained unlawful restrictive language, and when presented to the county recorder for rerecording, no longer contains the unlawful language or the unlawful language is masked so that it is not readable or visible. (3) “Redacted” means the result of the rerecording of a document that originally contained unlawful restrictive language, and when presented to the county recorder for rerecording, no longer contains the unlawful language or the unlawful language is masked so that it is not readable or visible. (b) (1) A county recorder, title company, escrow company, real estate broker, real estate agent, or association that provides a copy of a declaration, governing document, or deed to any person shall place a cover page or stamp on the first page of the previously recorded document or documents stating, in at least 14-point boldface type, the following:
“If this document contains any restriction based on age, race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, familial status, marital status, disability, veteran or military status, genetic information, national origin, source of income as defined in subdivision (p) of Section 12955, or ancestry, that restriction violates state and federal fair housing laws and is void, and may be removed pursuant to Section 12956.2 of the Government Code by submitting a “Restrictive Covenant Modification” form, together with a copy of the attached document with the unlawful provision redacted to the county recorder’s office. The “Restrictive Covenant Modification” form can be obtained from the county recorder’s office and may be available on its internet website. The form may also be available from the party that provided you with this document.
Lawful restrictions under state and federal law on the age of occupants in senior housing or housing for older persons shall not be construed as restrictions based on familial status.”
(2) The requirements of paragraph (1) shall not apply to documents being submitted for recordation to a county recorder.
(3) A title company, escrow company, or association that delivers a copy of a declaration, governing document, or deed directly to a person who holds an ownership interest of record in property shall also provide a Restrictive Covenant Modification form with procedural information for appropriate processing along with the document.
(c) Any person who records a document for the express purpose of adding a racially restrictive covenant is guilty of a misdemeanor. The county 92 Ch. 359 — 4 —
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recorder shall not incur any liability for recording the document.
Notwithstanding any other provision of law, a prosecution for a violation of this subdivision shall commence within three years after the discovery of the recording of the document.
SEC. 2. Section 12956.2 of the Government Code is amended to read:
12956.2. (a) (1) A person who holds or is acquiring an ownership interest of record in property that the person believes is the subject of an unlawfully restrictive covenant in violation of subdivision (l) of Section 12955 may record a document titled Restrictive Covenant Modification. A title company, escrow company, county recorder, real estate broker, real estate agent, or other person also may record the modification document provided for in this section. The county recorder may waive the fee prescribed for recording and indexing instruments pursuant to Section 27361 in the case of a restrictive covenant modification document. The modification document shall include a complete copy of the original document containing the unlawfully restrictive language with the unlawfully restrictive covenant language redacted.
(2) Beginning July 1, 2022, if a title company, escrow company, real estate broker, or real estate agent has actual knowledge that a declaration, governing document, or deed that is being directly delivered to a person who holds or is acquiring an ownership interest in property includes a possible unlawfully restrictive covenant, they shall notify the person who holds or is acquiring the ownership interest in the property of the existence of that covenant and their ability to have it removed through the restrictive covenant modification process. There shall be no presumption that a party providing a document has read the document or has actual knowledge of its content.
(3) Beginning July 1, 2022, if requested before the close of escrow, the title company or escrow company directly involved in the pending transaction shall assist in the preparation of a Restrictive Covenant Modification pursuant to this section, but the title company or escrow company shall have no liability associated with the recordation of a Restrictive Covenant Modification that contains modifications not authorized by this section on behalf of the requester.
(b) (1) Before recording the Restrictive Covenant Modification document, the county recorder shall submit the modification document and the original document to the county counsel who shall determine whether the language in the original document contains an unlawful restriction based on age, race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, familial status, marital status, disability, veteran or military status, national origin, source of income as defined in subdivision (p) of Section 12955, or ancestry. The county counsel shall return the documents and inform the county recorder of its determination within a period of time specified in paragraph (2). The county recorder shall refuse to record the modification document if the county counsel or their designee finds that the original document does not contain an unlawful restriction as specified in 92 — 5 — Ch. 359
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this subdivision or the modification document contains modifications not authorized by this section.
(2) For documents recorded pursuant to subdivision (a), the period of time shall be a reasonable period of time, not to exceed three months, from the date the request for recordation is made, unless extraordinary circumstances apply.
(c) If a person requests to record a modification document, that person shall provide a return address in order for the county recorder to notify this person of the action taken by the county counsel on the respective property.
The notice required pursuant to this subdivision may be made on a postcard mailed by first-class mail.
(d) The modification document shall be indexed in the same manner as the original document being modified. It shall contain a recording reference to the original document in the form of a book and page or instrument number, and date of the recording.
(e) Subject to covenants, conditions, and restrictions that were recorded after the recording of the original document that contains the unlawfully restrictive language and subject to covenants, conditions, and restrictions that will be recorded after the Restrictive Covenant Modification, the restrictions in the Restrictive Covenant Modification, once recorded, are the only restrictions having effect on the property. The effective date of the terms and conditions of the modification document shall be the same as the effective date of the original document.
(f) A Restrictive Covenant Modification form shall be prepared and accepted for submission and recordation in all counties in substantially the following form:
RESTRICTIVE COVENANT MODIFICATION:
The following reference document contains a restriction based on age, race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, familial status, marital status, disability, veteran or military status, genetic information, national origin, source of income as defined in Section 12955 of the Government Code, or ancestry, that violates state and federal fair housing laws and is void. Pursuant to Section 12956.2 of the Government Code, this document is being recorded solely for the purpose of redacting and eliminating that restrictive covenant as shown on page(s) ___ of the document recorded on ___________(date) in book _______ and page _____ or instrument number _________ of the official records of the County of __________________, State of California.
Attached hereto is a true, correct and complete copy of the document referenced above, with the unlawful restrictive covenant redacted.
This modification document shall be indexed in the same manner as the original document being modified, pursuant to subdivision (d) of Section 12956 of the Government Code.
The effective date of the terms and conditions of the modification document shall be the same as the effective date of the original document. (Signature of submitting party)
92 Ch. 359 — 6 —
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_______ County Counsel, or their designee, pursuant to paragraph (1) of subdivision (b) of Section 12956.2 of the Government Code, hereby states that it has determined that the original document referenced above contains an unlawful restriction and this modification may be recorded.
Or
________County Counsel, or their designee, pursuant to paragraph (1) of subdivision (b) of Section 12956.2 of the Government Code, finds that the original document does not contain an unlawful restriction, or the modification document contains modifications not authorized, and this modification may not be recorded.
County Counsel
By:
Date:
(g) The county recorder shall make available to the public Restrictive Covenant Modification forms onsite in an appropriately designated area, or online on the county recorder’s internet website, either of which shall be deemed to satisfy the requirement of paragraphs (1) and (2) of subdivision (b) of Section 12956.1 to provide a Restrictive Covenant Modification form if the procedural information for appropriate processing is attached to the form. Those forms shall permit multiple submissions on behalf of different homes and for processing homes in batches with respect to a modification document that affects multiple homes or lots. The forms shall also permit the submission of a restrictive covenant modification form for a homeowners’ association or a common interest development to modify covenants, conditions, and restrictions that will correct unlawfully restrictive covenants for multiple dwellings within a subdivision.
(h) If a person causes to be recorded a modified document pursuant to this section that contains modifications not authorized by this section, the county recorder shall not incur liability for recording the document. The liability that may result from the unauthorized recordation is the sole responsibility of the person who caused the modified recordation as provided in subdivision (a).
(i) (1) A restrictive covenant modification that is approved by county counsel or their designee and recorded pursuant to this section removes the illegal covenant from all property affected by the original covenant regardless of who submits the modification.
(2) This section does not affect the obligations of the governing board of a common interest development as defined in Section 4100 or 6534 of the Civil Code if the board of directors of that common interest development is subject to the requirements of subdivision (b) of Section 4225 or of subdivision (b) of Section 6606 of the Civil Code.
(j) For purposes of this section, “redaction” and “redacted” mean the same as defined in Section 12956.1.
SEC. 3. Section 12956.3 is added to the Government Code, to read:
12956.3. (a) The county recorder of each county shall establish a restrictive covenant program to assist in the redaction of unlawfully restrictive covenants in violation of subdivision (l) of Section 12955. 92 — 7 — Ch. 359
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(b) Each county recorder as part of their restrictive covenant program shall undertake all of the following:
(1) By July 1, 2022, prepare an implementation plan, which shall be publicly available and may be posted on the internet website of the county recorder, that does all of the following:
(A) Outlines how the county recorder will carry out the identification and redaction of unlawfully restrictive covenants.
(B) Provides timelines for when elements of their plan will be accomplished.
(C) Provides how the county recorder’s office plans to track and maintain a record of homes with unlawfully restrictive covenants once they have been identified.
(2) Identify unlawfully restrictive covenants in violation of subdivision (l) of Section 12955 in the records of the county recorder’s office. (3) Beginning January 1, 2022, index a restrictive covenant modification document under the title of “Restrictive Covenant Modification” and shall make that index available in their office for the public, and if the county recorder has an index online, include the title in the online index. (4) Redact unlawfully restrictive covenants in the records of the respective county recorder’s office, subject to county counsel approval, by rerecording a copy of the original document with the unlawfully restrictive language redacted so that it is not readable or visible, using a Restrictive Covenant Modification Form substantially similar to the form set forth in subdivision (f) of Section 12956.2.
(c) The county recorder shall retain each nonredacted record for future reference and public request needs.
(d) (1) The County Recorders Association of California shall submit status reports on the progress of each county’s restrictive covenant program established pursuant to this section by January 1, 2023, and January 1, 2025, to the Legislature. The report may describe the number of documents identified for redaction, and the implementation timelines for actions taken by each county recorder’s office.
(2) The County Recorders Association of California shall convene a best practices meeting to share concepts on implementation of this section no later than December 31, 2022, with all California county recorder offices and meet annually thereafter until December 31, 2027.
(e) Nothing in this section shall be construed to restrict, delay, or modify access to any official record, or modify any existing agreements regarding access to any official record.
(f) For purposes of this section “redaction” and “redacted” mean the same as defined in Section 12956.1.
(g) The failure of a county recorder to identify or redact illegal restrictive covenants, as required by this section, or the county recorder’s identification or redaction of any restrictive covenants that are later determined not to be illegal, shall not result in any liability against the county recorder or the county.
SEC. 4. Section 27282 of the Government Code is amended to read:
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27282. (a) The following documents may be recorded without acknowledgment, certificate of acknowledgment, or further proof:
(1) A judgment affecting the title to or possession of real property, authenticated by the certificate of the clerk of the court in which the judgment was rendered.
(2) A notice of support judgment, an interstate lien, a release of lien, or any other document completed and recorded by a local child support agency or a state agency acting pursuant to Title IV-D of the Social Security Act (42 U.S.C. Sec. 651 et seq.).
(3) A notice of location of mining claim.
(4) Certificates of amounts of taxes, interest and penalties due, notices of state tax liens and extensions thereof executed by the state, county, or city taxing agencies or officials pursuant to Chapter 14 (commencing with Section 7150) of Division 7 of Title 1 of the Government Code, and Sections 2191.3, 2191.4, and 11495 of the Revenue and Taxation Code, and releases, partial releases, and subordinations executed pursuant to Chapter 14 (commencing with Section 7150) of Division 7 of Title 1 of the Government Code, and Sections 2191.4, 11496, 14307, and 14308 of the Revenue and Taxation Code.
(5) Notices of lien for postponed property taxes executed pursuant to Section 16182.
(6) A release or discharge of a lien for postponed property taxes as authorized by Chapter 6 (commencing with Section 16180) of Part 1 of Division 4 of Title 2.
(7) A fixture filing as defined by paragraph (40) of subdivision (a) of Section 9102 of the Commercial Code.
(8) An order affecting title to or possession of real property issued by a court in an action subject to Section 12527, authenticated by the certificate of the clerk of the court in which the order was issued or a copy of that order authenticated by a declaration under penalty of perjury by the Attorney General or by an assistant or deputy of the Attorney General attesting that the contents of the copy are the same as the original order issued by the court.
(9) A court certified copy of a satisfaction of judgment. (10) A certificate of correction filed pursuant to Sections 66470 and 66472.1.
(11) Any modification document, instrument, paper, or notice to remove a restrictive covenant that is in violation of Section 12955. (b) Any document described in this section, from the time it is filed with the recorder for record, is constructive notice of the contents thereof to subsequent purchasers and mortgagees.
SEC. 5. Section 27388.1 of the Government Code is amended to read:
27388.1. (a) (1) Commencing January 1, 2018, and except as provided in paragraph (2), in addition to any other recording fees specified in this code, a fee of seventy-five dollars ($75) shall be paid at the time of recording of every real estate instrument, paper, or notice required or permitted by law to be recorded, except those expressly exempted from payment of 92 — 9 — Ch. 359
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recording fees, per each single transaction per parcel of real property. The fee imposed by this section shall not exceed two hundred twenty-five dollars ($225). “Real estate instrument, paper, or notice” means a document relating to real property, including, but not limited to, the following: deed, grant deed, trustee’s deed, deed of trust, reconveyance, quit claim deed, fictitious deed of trust, assignment of deed of trust, request for notice of default, abstract of judgment, subordination agreement, declaration of homestead, abandonment of homestead, notice of default, release or discharge, easement, notice of trustee sale, notice of completion, UCC financing statement, mechanic’s lien, maps, and covenants, conditions, and restrictions. (2) The fee described in paragraph (1) shall not be imposed on any of the following documents:
(A) Any real estate instrument, paper, or notice recorded in connection with a transfer subject to the imposition of a documentary transfer tax as defined in Section 11911 of the Revenue and Taxation Code. (B) Any real estate instrument, paper, or notice recorded in connection with a transfer of real property that is a residential dwelling to an owner-occupier.
(C) Any real estate instrument, paper, or notice executed or recorded by the federal government in accordance with the Uniform Federal Lien Registration Act (Title 7 (commencing with Section 2100) of Part 4 of the Code of Civil Procedure).
(D) Any real estate instrument, paper, or notice executed or recorded by the state or any county, municipality, or other political subdivision of the state.
(E) Any real estate instrument, paper, or notice executed or recorded to remove a restrictive covenant that is in violation of Section 12955. (b) The county recorder shall remit quarterly, on or before the last day of the month next succeeding each calendar quarterly period, the fees, after deduction of any actual and necessary administrative costs incurred by the county recorder in carrying out this section, to the Controller for deposit in the Building Homes and Jobs Trust Fund established by Section 50470 of the Health and Safety Code, to be expended for the purposes set forth in that section. In addition, the county shall pay to the Controller interest, at the legal rate, on any funds not paid to the Controller before the last day of the month next succeeding each quarterly period.
(c) If the Department of Housing and Community Development determines that any moneys derived from fees collected are being allocated by the state for a purpose not authorized by Section 50470 of the Health and Safety Code, the county recorder shall, upon notice of the determination, immediately cease collection of the fees, and shall resume collection of those fees only upon notice that the moneys derived from the fees collected are being allocated by the state only for a purpose authorized by Section 50470 of the Health and Safety Code.
(d) (1) Subparagraph (C) of paragraph (2) of subdivision (a), as added by the act adding this subdivision, shall apply to any real estate instrument, paper, or notice executed or recorded by the federal government on or after 92 Ch. 359 — 10 —
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January 1, 2018, and the fee imposed by this section shall not be imposed or billed for any real estate instrument, paper, or notice executed or recorded by the federal government in accordance with the Uniform Federal Lien Registration Act (Title 7 (commencing with Section 2100) of Part 4 of the Code of Civil Procedure) on or after that date.
(2) The Legislature finds and declares that subparagraph (D) of paragraph (2) of subdivision (a), as added by the act adding this subdivision, reflects the original intent of the Legislature in enacting this section and is therefore not a change in, but is declaratory of, existing law. Subparagraph (D) of paragraph (2) of subdivision (a), as added by the act adding this subdivision, shall apply to any real estate instrument, paper, or notice executed or recorded by the state or any county, municipality, or other political subdivision of the state on or after January 1, 2018, and the fee imposed by this section shall not be imposed or billed for any real estate instrument, paper, or notice executed or recorded by the state or any county, municipality, or other political subdivision of the state on or after that date.
SEC. 6. Section 27388.2 is added to the Government Code, to read:
27388.2. (a) In addition to all other fees authorized by this section, a county recorder may charge a fee of two dollars ($2) for recording the first page of every real estate instrument, paper, or notice required or permitted by law to be recorded per each single transaction per parcel of real property, except those expressly exempted from payment of recording fees, as authorized by each county’s board of supervisors and in accordance with applicable constitutional requirements. The funds generated by this fee shall be used only by the county recorder collecting the fee for the purpose of implementing a restrictive covenants program pursuant to Section 12956.2. “Real estate instrument, paper, or notice” means a document relating to real property, including, but not limited to, the following: deed, grant deed, trustee’s deed, deed of trust, reconveyance, quit claim deed, fictitious deed of trust, assignment of deed of trust, request for notice of default, abstract of judgment, subordination agreement, declaration of homestead, abandonment of homestead, notice of default, release or discharge, easement, notice of trustee sale, notice of completion, UCC financing statement, mechanic’s lien, maps, and covenants, conditions, and restrictions. (b) The fee described in paragraph (1) shall not be imposed on any of the following documents:
(1) Any real estate instrument, paper, or notice recorded in connection with a transfer subject to the imposition of a documentary transfer tax, as defined in Section 11911 of the Revenue and Taxation Code. (2) Any real estate instrument, paper, or notice recorded in connection with a transfer of real property that is a residential dwelling to an owner-occupier.
(3) Any real estate instrument, paper, or notice executed or recorded by the federal government in accordance with the Uniform Federal Lien Registration Act (Title 7 (commencing with Section 2100) of Part 4 of the Code of Civil Procedure).
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(4) Any real estate instrument, paper, or notice executed or recorded by the state or any county, municipality, or other political subdivision of the state.
(c) A county recorder shall not charge the fee described in this section after December 31, 2027, unless the county recorder has received reauthorization by the county’s board of supervisors. A county recorder shall not seek reauthorization of the fee by the board before June 1, 2027, or after December 31, 2027. Any reauthorization period shall not exceed five years.
SEC. 7. No reimbursement is required by this act pursuant to Section 6 of Article XIII B of the California Constitution because a local agency or school district has the authority to levy service charges, fees, or assessments sufficient to pay for the program or level of service mandated by this act, within the meaning of Section 17556 of the Government Code.
However, if the Commission on State Mandates determines that this act contains other costs mandated by the state, reimbursement to local agencies and school districts for those costs shall be made pursuant to Part 7 (commencing with Section 17500) of Division 4 of Title 2 of the Government Code.
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14 Farmer’s Market Agreement
February 2, 2022