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SR-091608-1SCity Council Meeting: September 9, 2008 Agenda Item: ~ - To: Mayor and City Council From: Maria M. Stewart, City Clerk Subject: Donation of Documents to the Historical Society Recommended Action Staff recommends that the City Council approve the donation of 132 property assessment ledgers to the Santa Monica Historical Society. Executive Summary The Historical Society has requested that 132 property assessment ledgers that have no informational or financial value to the City be donated to their organization. The information contained in these ledgers is from 1888 through 1934 and includes the names of the property owners, a current description of the property, the value and the taxes imposed on the property and the date the taxes were paid and/or became delinquent. Discussion Over the last 13 years, the City Clerk's Office has been taking inventory of City records stored off-site at a facility named Filei<eepers since approximately 1985. Since the City adopted its Records Retention Schedule, the City has been destroying applicable records in accordance with the schedule. In the past, the City of Santa Monica directly assessed and taxed real estate property. Research indicates that around the mid 1930's the Los Angeles County Assessor took over this function. A sample of these ledgers was retrieved from storage and were reviewed by the Assistant City Attorney and the Director of Finance who determined that, other than for their historical significance, retention of these documents is no longer necessary.. 1 Because of their potential historical significance, the Historical Society was invited to review these documents for historical content and the Society has requested that the City donate these ledgers. A copy of the Historical Society's letter, dated March 11, 2008, is attached as Exhibit A. The Historical Society plans to add an exhibit to the museum to display the history contained in the ledgers. A sample of these ledgers is available for review at the City Clerk's Office and will be available for review prior to and during the Council meeting of September 9, 2008. Alternatives Should Council opt not to approve staffs recommendation, the documents will be destroyed in compliance with the City's Records Retention Schedule. Financial Impacts & Budget Actions Approval of the recommendation has no financial impact aside from future savings of approximately $36 per month in storage fees for the documents. Prepared by: Maria M. Stewart, City Clerk David L. Willis, Records Management Coordinator Approved: Forwarded to Council: ~- `^- ~tJ `- , Maria M. Stewart P. L (int Ewell _- Director, Records and Election Services City Manager Attachment A: Letter from Historical Society 2 `~ _; ` " .. ? ,die 1~1_ r ' _ _ i~ _ ; ~J _._ , rcliives tJc~€~n~~ ~r~iee~ X31 e~~ ~ C~iitlQrz~.'~Jap~r BOARD OF DIRECTORS Louise Gabriel, President /CEO ~ +v - Jean McNell Wyner, Chair ~ u + e "' ~ SM-UCLA Medical Center March 11 2008 it r - ~ - lao ICatagirl, vice-chair , ~ City of Santa Monica ~- ' Jim Part JG,'D'easaier cPn Attention: Maria Stewart City Clerk h - - = , _.> 1685 Main Street ~ ~~ - Desmond Acheson Santa Monica CA 90401 ;, ' Fairmont MlramaY Hotel , - s.. C~3 Rrisfi[i WaltileC Cllapln :'T Santa Monies'1 Jaycees Carole Currey Santa Monoia College Joe Dewing Deering and Santls, Attorneys nt Law Bob Gabriel Bob Gabriel Co: Insurance Dr. John Gilmore, Honorary Retired Jean AtID Holbrook USC'ITOjan Guiltl Misti Kerns Sm Comention& YsitorsBUreau Joe Phelps The Phelps Group Nathaniel'rtives Former mayor of Santa Monica STAFF MFaM6FRS Ho Nguyen. Director o(Opem(ons Pshibits Destgecr Ih Andrea Fngstroa4 pireaor of Developrnenr RQject Manager, linage Aailives CONSULTANI5 Poeatrlo santlhti Johnson, History Maze Wanameker, Films Hassan Address: 1569 Euclla sweet Santa MoNCa, Catlfomla 90404 MaiFingAdUre%: P.O. BoX 30.59 Saz1te MoNCa, Celifomla 90408 1Clephone: 3I0 / 3952280 r a]c: 310 / 395-2290 cal! ffist Webstte: www.senramonieahl9tory:org Dear Ms. Stewart, Our director of operations, Ho Nguyen, was in communication with Mr. David Willis regarding the City of Santa Monica's assessment books which he so kindly allowed Ho to view a couple of them in- person. It is clear that these books are of great historical significance contextually and physically. These books record the earliest developments of our beautiful city. Noted historical names that have significance to Santa Monica bay are found throughout these books. An array of vital geographical information gives us a good idea of how the land was used. Land and tax values help us determine the growth of our city along with the economy. The historical information found in these books do not exists anywhere else. As caretakers of the history of Santa Monica for over 33 years, the Santa Monica Historical Society Museum believes that original artifacts physically connect "today to yesterday." These assessment books are physical evidences of the city's early record keeping process. The Santa Monica Historical Society Museum is the perfect organization to preserve these books and its historical value. I respectfully request that these books be donated to the Santa nnnnica Historical Society Museum where they can be preserved and cared for. We look forward to hearing from you soon. Please don't hesitate to call Ho Nguyen (310) 395-2290 or email him anytime, ho@santamon icahistory.org. Sincerely, _ ~~ Louise Gabriel, President/CEO Reference Contract No. 8975 (CCS)