HomeMy WebLinkAbout60D - RECEIVE AND FILE HISTORIC RESOURCES POLICIESREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
APRIL 7, 2020
TITLE:
RECEIVE AND FILE HISTORIC
RESOURCES COMMISSION
MEMORANDUM ON RECOMMENDATIONS
TO THE CITY COUNCIL REGARDING
HISTORIC RESOURCES POLICIES AND
REGULATIONS AND PROVIDE
DIRECTION TO COMMISSION AND
STAFF
CLERK OF COUNCIL USE ONLY:
_••e• W
❑
As Recommended
❑
As Amended
❑
Ordinance on 111 Reading
❑
Ordinance on 2ntl Reading
❑
Implementing Resolution
❑
Set Public Hearing For
CONTINUED TO
/s/ Kristine Ridge FILE NUMBER
CITY MANAGER
RECOMMENDED ACTION
Receive and file the Historic Resources Commission memorandum outlining recommendations to
the City Council and provide directions to Commission and staff.
DISCUSSION
At a special Historic Resources Commission meeting on February 6, 2020, the Historic
Resources Commission by a vote of 6:0 (Murashie and Schaefer absent) directed staff to submit
a memorandum to the City Council for review and consideration (Exhibit 1).
The Historic Resources Commission (HRC) conducted workshops with Planning and Building
Agency staff in July and October of 2019 and discussed issues the HRC desires to advise and
make recommendations to the City Council, to enhance historic resource preservation within the
City. The recommendations by the HRC address the following topics: Historic Resources
Commission powers and duties; historic application fees; historically sensitive neighborhoods;
historic resources protection and enforcement; and preservation of historic trees.
Some of the issues discussed are procedural and administrative in nature and can be addressed
by the Commission and staff. However, the policy topics outlined in Exhibit 1 require direction
and feedback from the City Council.
FISCAL IMPACT
There is no fiscal impact associated with this action.
Exhibit: 1.. Historic Resources Commission Memorandum
60D-1
MEMORANDUM (D
www.santa-ana. ore
To: Honorable Mayor and City Council Date: April 7, 2020
From: Historic Resources Commission
RECOMMENDATIONS TO THE CITY COUNCIL REGARDING HISTORIC
Subject: RESOURCES POLICIES AND REGULATIONS
The Historic Resources Commission (HRC) conducted workshops with PBA staff in July and
October of 2019 and discussed issues the HRC desires to advise and make recommendations to
the City Council, to enhance historic resource preservation within the City. The
recommendations by the HRC address the following topics:
• Historic Resources Commission powers and duties;
• Historic application fees;
• Historically sensitive neighborhoods;
• Historic resources protection and enforcement; and
• Preservation of historic trees.
Some of the issues discussed are procedural and administrative in nature and can be addressed
by the Commission and staff. However, the policy topics below require direction and feedback
from the City Council.
COMMISSION POWERS AND DUTIES
Section 2-374 of the Santa Ana Municipal Code (SAMC) outlines the powers and duties of the
HRC. These duties include, but are not limited to, advising and making recommendations to
the Planning Commission, City Council and other city boards and commissions regarding
historical projects and property; and recommending to the City Council policies and
regulations regarding the protection, reuse and rehabilitation of historical properties.
Issue 1: The HRC has expressed concerns that many buildings, structures, and properties
potentially eligible or eligible for historic preservation that should be preserved are not
protected because they have not been listed or identified as a historical resource and can
potentially be remodeled or demolished. The Commission's current authority limits their
preservation efforts to those structures/properties on the local historic register. The
Commission also expressed preservation interest in protecting the historical fabric and integrity
of all neighborhoods throughout the city, many of which have properties that may be eligible
for historic preservation. Moreover, there's been concerns regarding infill development, new
1
60D-2
additions, exterior alterations, and related new construction alterations that have altered
potentially historic materials, features, and/or spatial relationships that characterize the
individual properties and neighborhoods as a whole.
The following recommendations would extend the purview and review authority of the HRC to
preserve neighborhoods, and to retain the existing historic character of individual properties.
For example, under the HRC's recommendation a property over 50 years of age undergoing
proposed exterior alterations, regardless of designation and/or eligibility, would be required to
be reviewed and approved by the HRC.
HRC Recommendation(s): Amend the powers and duties outlined in Section 2-374 of the
SAMC to allow the following:
a. Extend the HRC's purview to include eligible or potentially eligible historic
structures;
b. Extend the HRC's purview to include review and approval of proposed
demolitions, alterations and or/modifications to any structure over 50 years of
age, regardless of designation and/or eligibility; and
c. Grant the HRC the ability to impose conditions of approval on historic
applications, including Certificates of Appropriateness (i.e., Historic Exterior
Modification Application), Historical Property Registration Applications, and
Applications for Historic Property Preservation Agreement (Mills Act
Agreements).
Required Tasks, Approvals, and Resources: Amending the powers and duties outlined in
Section 2-374 of the SAMC would require City Council review and approval of a municipal
code amendment. In addition, an impact analysis would be required to analyze the benefits and
implications of the recommended policies and regulatory changes.
Issue 2: Currently, the HRC meets quarterly. The frequency of the meetings would not allow
the Commission to effectively discuss items that could be considered urgent or time sensitive.
Recent examples of this constraint includes the HRC's desire to place items on the agenda that
were scheduled for discretionary action by either the Planning Commission and/or City
Council. The recommendation outlined below would provide clarification on how matters can
be put on future agendas and provide a more streamlined approach.
HRC Recommendation(s): Amend the Historic Resources Commission Bylaws to allow a
more streamlined process of placing discussion items on the HRC agenda for review and
consideration and clearly outline that process.
Required Tasks, Approvals, and Resources: Amending the commission bylaws would require
a Historic Resources Commission meeting and majority vote from the commissioners.
Issue 3: The HRC consists of nine members, two of which are representatives from the
planning commission and the community redevelopment and housing commission. The
intention of this structure was to allow each representative to advise and make
recommendations to their corresponding commissions regarding potentially historical projects
and properties. However, the HRC has been concerned that in recent months the Planning
2
Commission has reviewed and acted on projects with the potential for historic significance,
without adequate conversations and consideration. The recommendations outlined below
would allow the HRC to lend a voice to the Planning Commission regarding historically or
potentially historically related items as "non -full voting" members.
HRC Recommendation(s): Amend Section 2-350 of the SAMC to require that
representative(s) from the Historic Resources Commission be appointed to the Planning
Commission as non -full voting members (i.e., only voting on historically related items).
Required Tasks, Approvals, and Resources: Amending the powers and duties outlined in
Section 2-350 of the SAMC would require City Council review and approval of a municipal
code amendment. In addition, staff resources would be required to analyze the full implications
of amending the code section to include HRC representatives on the Planning Commission.
HISTORIC APPLICATION FEES
Issue 4: The FY 19-20 fee for each of the historic applications (i.e., Mills Act application and
the Historic Register application) is $3,589.14. Although this is a significant reduction in
application costs from the recent years (as high as $5,814.41 for historic registration and
$4,422.59 for mills act) the HRC has expressed concern that the high cost has been a financial
burden and discourages property owners from applying to place their properties on the historic
register, contributing to reduced preservation efforts Citywide.
An informal survey conducted both by staff and HRC members of regional cities with historic
programs, highlighted that the City of Santa Ana has the highest application costs for both
historic register and mills act applications. The cities surveyed include Orange, Tustin,
Anaheim, San Clemente, Newport Beach, San Juan Capistrano, Pasadena, and Los Angeles.
The implementation of these application costs dates back to 2009, when the City Council
adopted an ordinance establishing a fee for nominations of properties to the local historic
register. This decision was based on the determination that the most significant properties had
received historic status and further listings of nominated properties were primarily for the
purpose of receiving the mills act tax reduction. At the time, the fee was developed based on a
full cost recovery.
In September 2014, the City Council adopted a resolution to temporarily reduce fees for mills
act applications by 50%, and waive the $5,015.05 fee for nominations of properties to the
historic register. The proposed fee waiver was in effect for one year with an option for the City
Council to renew for an additional two years. In August 2015, the City Council adopted a
second resolution authorizing the extension of the previously approved waiver and the
reduction of fees for two additional years. The waiver and fee reduction expired in August 4,
2017.
During the time that the reduced fee waiver was in effect (2014-2017) the City saw a
noticeable increase in historic applications received, as can be seen in the Attachment 1. The
line graph provided highlights the steep decrease in applications received once the waiver and
fee reduced expired. Therefore, the HRC is making the recommendations to facilitate and
encourage property owners to place their properties on the local register, thereby spurring
historic preservation efforts.
3
60D-4
HRC Recommendation(s): Reduce the historic application fees for (1) placing properties on
the register of historical properties (i.e., self -nomination); and (2) processing historic property
preservation agreements (i.e., mills act). The HRC recommends that the fees should be from
$2004500 for self -nominations to the historic register and no more than $2,000 for a Mills Act
application. In addition, the HRC discussed the following alternatives be implemented to
determining appropriate fees:
a. Establishing historic fees that are less for self -nomination than for mills act; and
b. Introducing a sliding scale for historic application fees (e.g., location of
structures within the City).
Required Tasks, Approvals, and Resources:
The proposed recommendations to permanently reduce the historic application fees for the
mills act and historic registration would require review and approval by the City Council of a
resolution amending the City's miscellaneous fee schedule. A process would have to be
established in order to determine the metrics to be used for the recommended sliding scale. In
addition, an impact analysis would be needed to determine the short- and long-term effects of
the reducing the fees.
Additional analysis may provide insight as to the impact on revenue to the City. For example,
while the exact savings is dependent on a number of factors, many property owners realize as
much as a 50% savings on their property tax bill through the mills act application. As a result,
the City sees a loss of property tax dollars annually. The analysis may take into account local
economic growth through invigorated historic preservation efforts, and cultural and aesthetic
benefits that may have a positive impact on property values, both in residential and
commercial.
HISTORICALLY SENSITIVE AREAS AND HISTORIC RESOURCES PROTECTION
AND ENFORCEMENT
Issue 5: The HRC has expressed the concern for demolition or alteration of structures that
have not been designated historic or surveyed, but that are located within neighborhoods of
potential historical significance. These neighborhoods have been informally referred to as
Historically Sensitive Areas (HSA) and include Pacific Park, Floral Park, West Floral Park,
Jack Fisher Park, Wilshire Square, Park Santiago, Morrison Park, Washington Square and
Heninger Park. Historically, there's been an increased sensitivity regarding additions and
exterior alterations to properties within these neighborhoods due to their potential significance.
The process of reviewing projects (e.g., new additions, exterior alterations, construction
alterations, etc.) for historic appropriateness and context within these areas has been largely
informal in nature as none of the areas have been formally designated as historic districts either
at the local, state or federal level, nor has a policy been adopted by the City Council to
officially recognize the term Historically Sensitive Area. Therefore, the HRC is making the
recommendations outlined below in an effort to establish a Historically Sensitive Area program
that protects structures within certain neighborhoods by retaining and preserving the historic
character, regardless of designation and/or eligibility.
4
HRC Recommendation(s):
1. Direct planning staff to explore the designation of "Historically Sensitive Areas (HSA)"
through the implementation of general plan policies within the new Historical Cultural
Element considered as part of general plan update; and/or
2. Direct planning staff to engage in efforts to establish an HSA program that includes the
following:
a. Establish criteria for selecting critical neighborhoods within the City with a high
concentration of historic resources;
b. Identify critical neighborhoods to be designated an HSA and establish
boundaries;
c. Develop guidelines and standards for the newly created HSA that establish the
following:
i. Set criteria for review of non -designated structures within HSA that
includes a heightened level of review for modifications and
alterations;
ii. Set design standards for new infill-development projects or additions
within the HSA that are consistent with the Secretary of Interior's
Standards for Historic Preservation and the City of Santa Ana Design
Guidelines, and which are mindful of community context and
architectural sensitivity.
Required Tasks, Approvals, and Resources: In order to establish historically sensitive areas,
the City Council would be required to direct staff to analyze the implementation of one of the
two above -mentioned options. In addition, the City Council would be required to direct staff to
make a recommendation as to what option would be most feasible and cost-effective.
Establishing an HSA program would require staff time and resources in order to establish the
necessary criteria for selecting neighborhoods with high concentration of historic resources for
inclusion into the HSA. In addition, impact analysis would be required to analyze the short-
term and long-term implications of establishing HSAs in order to preserve properties not
currently designated as historic. Lastly, property owners located within HSAs would be
required to be notified of potential property improvement limitations.
PRESERVATION OF HISTORIC TREES
Issue 6: The HRC has expressed concerns that there is no current ordinance in place for the
protection and preservation of private property trees such as oaks, sycamores and/or mature
trees. They've expressed that such trees could be significant aesthetic and ecological resources
that would help enhance the aesthetic and scenic beauty of the neighborhoods, protect property
values, and protect heritage tree resources. The recommendations outlined below are intended
to establish a process for the preservation and enhancement of property values through
conserving and enhancing the distinctive and unique aesthetic character that specific trees
species provide in many areas in the City.
S
�. 1
HRC Recommendation(s): Recommend that the City Council or Environmental &
Transportation Advisory Committee (ETAC) develop a Tree Preservation/Protection
Ordinance that establishes the following:
a. Identifies all tree species to be protected/preserved on private and public
properties (e.g., Oak trees, Southern California Black Walnut, Western
Sycamores, California Bay, etc.) and trees species not subject to tree
preservation requirements (i.e., unprotected trees);
b. Sets criteria to be used to define a protected tree including, but not limited to the
following: species, age, trunk diameter, historic significance, ecological value,
aesthetics, location, or other unique characteristics.
Required Tasks, Approvals, and Resources:
Adopting a Tree Preservation/Protection Ordinance would require staff time and resources to
develop the required language, definitions, and standards as part of the ordinance. Additional
staff resources may involve research into successful tree preservation/protection ordinances
from adjacent cities and an impact analysis on the short-term and long-term implications of
establishing a tree preservation/protection program. If implemented, additional staff resources
would be required to implement and enforce required protective measures (i.e., code
enforcement).
RECOMMENDATION
The HRC is requesting the City Council to consider and provide directions to staff to proceed
with initiating the process to implement above recommendations.
Alberta Christy, Chairperson
6
60D-7
Attachment l:
70 .
50
z
O
d 40
20
Io
0
6o
50
ZO 40
F
d
0
30
w
d
w
O zo
u
10
0
Mills Act Applications and Cost
200'7-2019
J� Oa le Y �ry 'J IN 15 b tit 3 .111 M10
YO ^O ry0 nV `+O `LC eY0 'Y0 rvO `YO rv0 O `YO
Y
FISCALYEAR
�Mi➢s Act Fee �Mi➢s Act
Historic Listing Applications and Cost
200'7-2019
YC3 ^`�l .`O 'J'Y1 `YO11
ti Y
$5,000.00
$4,500.00
$4,000.On
$3,500.00
F
$3,000.00 00
z
0
$2,500.00 E,
d
O
$2,000.00
w
d
$1,500.00
$r,0oo.00
$500.00
$0.00
$6,000.00
$5,000.00
— $4,0oo.oa o
O
z
0
$3,000.00 F
d
0�yy
$2,000.00 w
d
$1,000.00
$0.00
O'0
YQ,ry i h0~� ry� ry�Y� rvoti,. .0~^ ✓ Yovg'la ✓
FISCALYEAR
Historic Register Fee Historic Listing
Applications Received
"I: