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HomeMy WebLinkAboutItem 33 - Historic Property Preservation AgreementsPlanning and Building Agency https://www.santa-ana.org/planning-and-building Item # 33 City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 Staff Report November 7, 2023 TOPIC: Historic Property Preservation Agreements AGENDA TITLE Historic Property Preservation Agreements RECOMMENDED ACTION Authorize the City Manager, or designee, to execute the attached Mills Act agreements with the below -referenced property owners for the identified structure(s), subject to non - substantive changes approved by the City Manager and City Attorney. Property Owner(s) Historic Property Preservation Agree ent No. Address/House Vote by HRC The Peterson Living 1908 North Greenleaf Trust Dated August 2023-07 Street 8:0:0:0 15, 2003 4th and Broadway OZ SPE, LLC, a 2023-08 302 West Fourth 8:0:0:0 Delaware Limited Street Liability Company Determine that the proposed projects are exempt from further review in accordance with the California Environmental Quality Act as Categorical Exemptions ER No. 2023-61 and ER No. 2023-78 will be filed for the projects. GOVERNMENT CODE 484308 APPLIES: Yes DISCUSSION On September 7, 2023, the Historic Resources Commission (HRC) recommended that the City Council authorize the City Manager to execute the following Mills Act agreements with the identified property owners for historic structure(s) in the City, subject to non -substantive changes approved by the City Manager and City Attorney: Historic Preservation Agreement Numbers 2023-07 and 2023-08. This action allows for the approval of a Historic Property Preservation Agreement (Mills Act Contract) which provides a property tax reduction whereby property owners agree to reinvest the tax Historic Property Preservation Agreements November 7, 2023 Page 2 savings towards the maintenance of the historic property. Additionally, the agreement prevents inappropriate alterations to the protected historic structure(s). ENVIRONMENTAL IMPACT In accordance with the California Environmental Quality Act, the proposed projects are exempt from further review. The following Categorical Exemption will be filed for this project: • ER No. 2023-61 (1908 North Greenleaf Street) • ER No. 2023-78 (302 West Fourth Street) FISCAL IMPACT The Historic Property Preservation Agreement will reduce the Property Tax revenue account 01102002-50011 to the City by an estimated $4,558.42 annually noted below, for a period of not less than ten years. HPPA No. Address Estimate Exhibit No. 2023-07 1908 North Greenleaf Street $435.07 1-2 2023-08 302 West Fourth Street $4,123.35 3-4 Total for All Properties: $4,558.42 EXHIBIT(S) 1. Mills Act Agreement — 1908 North Greenleaf Street 2. HRC Staff Report — 1908 North Greenleaf Street 3. Mills Act Agreement — 302 West Fourth Street 4. HRC Staff Report — 302 West Fourth Street Submitted By: Minh Thai, Executive Director of Planning and Building Agency Approved By: Steven A. Mendoza, Acting City Manager RECORDING REQUESTED BY AND WHEN RECORDED MAIL TO: City of Santa Ana 20 Civic Center Plaza (M-30) Santa Ana, CA 92702 Attn: Clerk of the Council FREE RECORDING PURSUANT TO GOVERNMENT CODE § 27383 HISTORIC PROPERTY PRESERVATION AGREEMENT This Historic Property Preservation Agreement ("Agreement") is made and entered into by and between the City of Santa Ana, a charter city and municipal corporation duly organized and existing under the Constitution and laws of the of the State of California (hereinafter referred to as "City"), and The Peterson Living Trust Dated August 15, 2003, (hereinafter collectively referred to as "Owner"), owner of real property located at 1908 North Greenleaf Street, Santa Ana, California, in the County of Orange and listed on the Santa Ana Register of Historical Properties. RECITALS A. The City Council of the City of Santa Ana is authorized by California Government Code Section 50280 et seq. (known as the "Mills Act") to enter into contracts with owners of qualified historical properties to provide for appropriate use, maintenance, rehabilitation and restoration such that these historic properties retain their historic character and integrity. B. The Owner possesses fee title in and to that certain qualified real property together with associated structures and improvements thereon, located at 1908 North Greenleaf Street, Santa Ana, CA, 92706 and more particularly described in Exhibit "A," attached hereto and incorporated herein by reference, and hereinafter referred to as the "Historic Property". C. The Historic Property is officially designated on the Santa Ana Register of Historical Properties pursuant to the requirements of Chapter 30 of the Santa Ana Municipal Code. D. City and Owner, for their mutual benefit, now desire to enter into this Agreement which defines and limits the use and alteration of this Historic Property in order to enhance and maintain its value as a cultural and historical resource for Owner and for the community; to prevent inappropriate alterations to the Historic Property and to ensure that repairs, additions, new building, and other changes are appropriate; and to ensure that rehabilitation and maintenance are carried out in an exemplary manner. Exhibit 1 MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 E. Owner and City intend to carry out the purposes of California Government Code, Chapter 1, Part 5 of Division 1 of Title 5, Article 12, Section 50280 et seq., which will enable the Historic Property to qualify for an assessment of valuation as a restricted historical property pursuant to Article 1.9, Sec. 439 et seq., Chapter 3 Part 2 of Division 1 of the California Tax and Revenue Code. NOW, THEREFORE, the City of Santa Ana and the Owner of the Historic Property agree as follows: 1. Effective Date and Terms of Agreement. This Agreement shall be effective and commence on November 8, 2023, and shall remain in effect for a term of ten (10) years thereafter. Each year, upon the anniversary of the effective date of this Agreement, such initial term will automatically be extended as provided in California Government Code Sections 50280 through 50290 and in Section 2, below. 2. Renewal. a. Each year on the anniversary of the effective date of this Agreement, a year shall automatically be added to the initial ten (10) year term of this Agreement unless written notice of nonrenewal is served as provided herein. b. If the Owner or the City desire(s) in any year not to renew the Agreement, the Owner or City shall serve written notice of nonrenewal of the Agreement on the other party. Unless such notice is served by the Owner to the City at least ninety (90) days prior to the annual renewal date, or served by the City to the Owner at least sixty (60) days prior to the annual renewal date, one (1) year shall automatically be added to the term of the Agreement as provided herein. C. Within 30 days from receipt of City's notice of nomenewal, the Owner may file a written protest of City's decision of nonrenewal. The City may, at any time prior to the annual renewal date of the Agreement, withdraw its notice to the Owner of nonrenewal. d. If either the Owner or the City serves notice to the other of nonrenewal in any year, the Agreement shall remain in effect for the balance of the term then remaining, either from its original execution or from the last renewal of the Agreement, whichever may apply. 3. Standards and Conditions for Historic Property. During the term of this Agreement, the Historic Property shall be subject to the following conditions, requirements and restrictions: a. Owner shall maintain the Historic Property in a good state of repair and shall preserve, maintain, and, where necessary, restore or rehabilitate the property and its character - defining features described in the "Historical Property Description" attached hereto, marked as Exhibit B, notably the general architectural form, style, materials, design, scale, proportions, organization of windows, doors, and other openings, textures, details, mass, roof line, porch and other aspects of the appearance of the exterior to the satisfaction of the City. -2- MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 b. All changes to the Historic Property shall comply with applicable City plans and regulations, and conform to the rules and regulations of the Office of Historic Preservation of the State Department of Parks and Recreation, namely the U.S. Secretary of the Interior's Standards and Guidelines for Historic Preservation Projects. These guidelines are attached hereto, marked as Exhibit C, and incorporated herein by this reference. Owner shall continually maintain the Historic Property in the same or better condition. C. A view corridor enabling the general public to see the Historic Property from the public right-of-way shall be maintained, and Owner shall not be permitted to block the view corridor to the property with any new structure, such as walls, fences or shrubbery, so as to prevent the viewing of the historic landmark by the public. d. The following are prohibited: demolition of the Historic Property or destruction of character -defining features of the building or site; removal of trees and other major vegetation unless removal is approved by a rehabilitation plan approved by the Historic Resources Commission; paving of yard surface; exterior alterations or additions unless approved by the Historic Resources Commission and such alterations are in keeping with the Secretary of Interior's Standards; deteriorating, dilapidated or unrepaired structures such as fences, roofs, doors, walls, and windows; storage of junk, trash, debris, discarded or unused objects such as cars, appliances, or furniture; and other unsightly by decoration, structure or vegetation which is unsightly by reason of its height, condition, or inappropriate location. e. Owner shall allow reasonable periodic inspection by prior appointment, as needed or at least every five (5) years after the initial inspection, of the interior and exterior of the Historic Property by representatives of the City of Santa Ana, the County Assessor, the State Department of Parks and Recreation, and the State Board of Equalization, to determine the Owner's compliance with the terms and provisions of this Agreement. As part of the periodic inspection, Owner shall supply information in a format determined acceptable by the representatives of the City of Santa Ana, the County Assessor, the State Department of Parks and Recreation, and the State Board of Equalization information required to determine compliance with the terms of this Agreement. f. Owner shall implement the rehabilitation and restoration work items as discussed in detail in Exhibit D, "Proposed Structure Improvements." All work items shall be completed within the first ten years of the Mills Act Agreement. Proof of status and completion, as requested from time to time by the City of Santa Ana, will be required in order to satisfy and maintain the Mills Act Agreement. Staff approval is required before items shall be amended or removed/replaced from the improvements list. 4. Furnishing of Information. The Owner hereby agrees to furnish the City with any and all information requested which may be necessary or advisable to determine compliance with the terms and provisions of this Agreement. -3- MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 5. Cancellation. a. The City, following a duly noticed public hearing by the City Council as set forth in Government Code Section 50280, et. seq., may cancel this Agreement if it determines that the Owner have breached any of the conditions of this Agreement, or has allowed the property to deteriorate to the point that it no longer meets the standards for a qualified Historic Property, or if the City determines that the Owner have failed to restore or rehabilitate the property in the manner specified in Section 3 of this Agreement. If a contract is cancelled for these reasons, the Owner shall pay a cancellation fee to the County Auditor as set forth in Government Code Section 50286. This cancellation fee shall be a percentage (currently set at twelve and one-half (12 '/2) percent by Government Code Section 50286) of the current fair market value of the property at the time of the cancellation, as determined by the county assessor, without regard to any restriction imposed pursuant to this Agreement. b. If the Historic Property is destroyed by earthquake, fire, flood or other natural disaster such that in the opinion of the City Building Official more than sixty (60) percent of the original fabric of the structure must be replaced, this Agreement shall be canceled immediately because, in effect, the historic value of the structure will have been destroyed. No fee shall be imposed in the case of destruction by acts of God or natural disaster. C. If the Historic Property is acquired by eminent domain and the City Council determines that the acquisition frustrates the purpose of this Agreement, this Agreement shall be cancelled and no fee imposed, as specified in Government Code Section 50288. 6. Enforcement of Agreement. a. In lieu of and/or in addition to any provisions to cancel the Agreement as referenced herein, City may specifically enforce, or enjoin the breach of, the terms of the Agreement. In the event of a default, under the provisions to cancel the Agreement by Owner, the City shall give written notice to Owner by registered or certified mail, and if such a violation is not corrected to the reasonable satisfaction of the City Manager or designee within thirty (30) days thereafter, or if not corrected within such a reasonable time as may be required to cure the breach or default, or default cannot be cured within thirty (30) days (provided that acts to cure the breach or default may be commenced within thirty (30) days and shall thereafter be diligently pursued to completion by Owner), then City may, without further notice, declare a default under the terms of this Agreement and may bring any action necessary to specifically enforce the obligations of Owner growing out of the terms of this Agreement, apply to any court, state or federal, for injunctive relief against any violation by Owner or apply for such relief as may be appropriate. b. City does not waive any claim of default by the Owner if City does not enforce or cancel this Agreement. All other remedies at law or in equity which are not otherwise provided for in this Agreement or in City's regulations governing historic properties are available to City to pursue in the event that there is a breach of this Agreement. No waiver by City of any breach or default under this Agreement shall be deemed to be a waiver of any other subsequent breach thereof or default hereunder. -4- MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 7. Binding effect of Agreement. a. Owner hereby subjects the Historic Property, located at 1908 North Greenleaf Street, Assessor Parcel Number, 002-091-09, and more particularly described in Exhibit A, in the City of Santa Ana, to the covenants, conditions, and restrictions as set forth in this Agreement. b. City and Owner hereby declare their specific intent that the covenants, conditions and restrictions as set forth herein shall be deemed covenants running with the land and shall pass to and be binding upon Owner's successors and assigns in title or interest to the Historic Property. Every contract, deed, or other instrument hereinafter executed, covering or conveying the Historic Property or any portion thereof, shall conclusively be held to have been executed, delivered, and accepted subject to the tenants, restrictions, and reservations expressed in this Agreement regardless of whether such covenants, conditions and restrictions are set forth in such contract, deed, or other instrument. C. This property is listed in the Santa Ana Register of Historical Properties (Register) and is located in the Floral Park National Register Historic District. In any real property transaction, the owner of this property or the owner's representative shall provide the buyer of this property with notice that the property is listed on the City's historic Register and is located within the Floral Park National Register Historic District. 8. No Compensation. Owner shall not receive any payment from City in consideration of the obligation imposed under this Agreement, it being recognized that the consideration for the execution of this Agreement is the substantial public benefit to be derived therefrom and the advantage that will accrue to Owner as a result of the effect upon the assessed value of the Property on the account of the restrictions on the use and preservation of the Property. 9. Notice. Any notice required by the terms of this Agreement shall be sent to the address of the respective parties as specified below or at other addresses that may be later specified by the parties hereto. City: City of Santa Ana 20 Civic Center Plaza (M-30) Santa Ana, CA 92702 Attn: Clerk of the Council Owners: The Peterson Living Trust Dated August 15, 2003 Attn: Donald and Patrice Peterson 1908 North Greenleaf Street Santa Ana, CA 92706 -5- MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 10. General Provisions. a. None of the terms, provisions, or conditions of this Agreement shall be deemed to create a partnership between the parties hereto and any of their heirs, successors, or assigns, nor shall such terms, provisions or conditions cause them to be considered joint ventures or members of any joint enterprise. b. The Owner agrees to and shall indemnify and hold the City and its elected and appointed officials, officers, agents, and employees harmless from liability for damage or claims for damage for personal injuries, including death, and claims for property damage which may arise from the direct or indirect use or operations of the Owner or those of his or her contractor, subcontractor, agent, employee, or other person acting on his or her behalf which relates to the use, operation, and maintenance of the Historic Property. The Owner hereby agrees to and shall defend the City and its elected and appointed officials, officers, agents, and employees with respect to any and all actions for damages caused by, or alleged to have been caused by, reason of the Owner's activities in connection with the Historic Property. C. This hold harmless provision applies to all damages and claims for damages suffered, or alleged to have been suffered, and costs of defense incurred, by reason of the operations referred to in this Agreement regardless of whether or not City prepared, supplied, or approved the plans, specifications or other documents for the Historic Property. d. All of the agreements, rights, covenants, conditions, and restrictions contained in this Agreement shall be binding upon and shall inure to the benefit of the parties herein, their heirs, successors, legal representatives, assigns, and all persons acquiring any part or portion of the Historic Property, whether by operation of law on in any manner whatsoever. e. In the event legal proceedings are brought by any party or parties to enforce or restrain a violation of any of the covenants, reservations, or restrictions contained herein, or to determine the rights and duties of any party hereunder, the prevailing party in such proceeding may recover all reasonable attorney's fees to be fixed by the court, in addition to court costs and other relief ordered by the court. f. In the event that any of the provisions of this Agreement are held to be unenforceable or invalid by any court of competent jurisdiction, or by subsequent preemptive legislation, the validity and enforceability of the remaining provisions, or portions thereof, shall not be effected thereby. g. This Agreement shall be construed and governed in accordance with the laws of the State of California, with venue in Orange County. -6- MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 11. Recordation. No later than twenty (20) days after the parties execute and enter into this Agreement, the City shall cause this Agreement to be recorded in the office of the County Recorder of the County of Orange. 12. Amendments. This Agreement may be amended, in whole or in part, only by a written recorded instrument executed by the parties hereto. 13. Effective Date This Agreement shall be effective on the day and year first written above in Section 1. {Signature page followsl -7- ATTEST: JENNIFER L. HALL Clerk of the Council OWNERS Date: Date: APPROVED AS TO FORM: SONIA CARVALHO City Attorney B*A-9D-ON SALVATIERRA Deputy City Attorney MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 CITY OF SANTA ANA KRISTINE RIDGE City Manager By: DONALD PETERSON Trustee of The Peterson Living Trust Dated August 15, 2003 By: PATRICE PETERSON Trustee of The Peterson Living Trust Dated August 15, 2003 RECOMMENDED FOR APPROVAL: MINH THAI Executive Director Planning and Building Agency -8- MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 EXHIBIT A LEGAL DESCRIPTION THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF SANTA ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA, AND IS DESCRIBED AS FOLLOWS: LOT 17 OF TRACT 813, IN THE CITY OF SANTA ANA, COUNTY OF ORANGE, CALIFORNIA AS PER MAP RECORDED IN BOOK 25, PAGE(S) 3, OF MISCELLANEOUS MAPS IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY. Assessor's Parcel Number: 002-091-09 -9- EXECUTIVE SUMMARY Exhibit 6 Geddes -Charlton House 1908 North Greenleaf Street Santa Ana, CA 92706 NAME Geddes -Charlton House REF. NO. ADDRESS 1908 North Greenleaf Street CITY Santa Ana ZIP 92706 ORANGE COUNTY YEAR BUILT 1934 LOCAL REGISTER CATEGORY: Key HISTORIC DISTRICT Floral Park National Register Historic District NEIGHBORHOOD Floral Park CALIFORNIA REGISTER CRITERIA FOR EVALUATION C/3 CALIFORNIA REGISTER STATUS CODE 5S3 Location: ❑ Not for Publication ® Unrestricted ❑ Prehistoric ® Historic ❑ Both ARCHITECTURAL STYLE: Tudor Revival The Tudor Revival looked to medieval England for its inspiration. Signature features of the style include steeply pitched gables; decorative half-timbering; arched openings, often Tudor or Gothic in form; asymmetrical arrangements of building features; tall brick chimneys; and picturesque windows of leaded glass or diamond patterned lights. The more ambitious examples of the Tudor Revival were executed in brick or even stone; however, stucco over wood frame is quite common in the forgiving climate of southern California. The Tudor Revival was favored primarily for residential buildings, although small scale commercial buildings in the style also occur. Originating in the late 19th century, the Tudor Revival was associated with some Craftsman era building but was most popular during the 1920s and 1930s. SUMMARY/CONCLUSION: The Geddes -Charlton House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 for embodiment of the distinguishing characteristics of a Tudor Revival style residential building. The recommended categorization is "Key" because it has a distinctive architectural style and quality reflective of the Tudor Revival style (Santa Ana Municipal Code, Section 30-2.2). EXPLANATION OF CODES: • California Register Criteria for Evaluation: (From California Office of Historic Preservation, Technical Assistance Series # 7, "How to Nominate Resources to the California Register of Historical Resources," September 4, 2001.) It embodies the distinctive characteristics of a type, period, region, or method of construction, or represents the work of a master, or possesses high artistic values. • It embodies the distinctive characteristics of a type, period, region, or method of construction, or represents the work of a master, or possesses high artistic values. 5S3: Appears to be individually eligible for local listing or designation through survey evaluation. State of California —The Resources Agency DEPARTMENT OF PARKS AND RECREATION PRIMARY RECORD Primary # HRI # Trinomial NRHP Status Code Other Listings Review Code Reviewer Page 1 of 5 Resource name(s) or number (assigned by recorder) Geddes -Charlton House Date P1. Other Identifier: *P2. Location: ❑Not for Publication ■Unrestricted *a. County Orange County *b. USGS 7.5' Quad: Orange Quadrangle California -Orange County 7.5-Minute Series Date: 2022 *c. Address 1908 North Greenleaf Street City: Santa Ana Zip: 92706 *e. Other Locational Data: Assessor's Parcel Number 002-091-09 *P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries) The Geddes -Charlton House is a one-story, single-family, Tudor Revival Style residence located on a modestly sized parcel in the Floral Park National Register Historic District (Figure 1). The asymmetrical residence features a L-shaped plan with a steeply -pitched cross -gable roof clad in wood shingles with shallow eaves and exposed rafters. An additional, steeply pitched front gable at the primary (east) fagade projects east from the primary cross -gable, towards North Greenleaf Street (Figure 2). The exterior of the house is clad in smooth stucco with half-timbering at the gable end of the two front gables. The main entrance sits within a porch that is situated below a front gable, supported by two wooden support posts. The main entrance door, facing south, is composed of a wooden door with a rectangular panel detail and a wrought iron decorative grill and metal hardware (Figure 3). (See Continuation Sheet 3 of 5.) *P3b. Resource Attributes: (list attributes and codes) HP2. Single -Family Residence *P4. Resources Present: ■Building ❑Structure ❑Object ❑Site ❑District ❑Element of District ❑Other P5a. Photo a �Y P5b. Photo: (view and date) (Figure 1) Primary (East) elevation, view west, June 2023 *P6. Date Constructed/Age and Sources: ■historic 19341 City of Santa Ana Building Permits *P7. Owner and Address: Patrice and Donald Peterson 1908 North Greenleaf Street Santa Ana, CA 92706 *P8. Recorded by: Andrea Dumovich Heywood City of Santa Ana 20 Civic Center Plaza M-20 Santa Ana, CA 92702 *P9. Date Recorded: September 7, 2023 *P10. Survey Type: Intensive Survey Update *P11. Report Citation: (Cite survey report and other sources, or enter "none") None *Attachments: ❑None ❑Location Map ❑Sketch Map ■Continuation Sheet ■Building, Structure, and Object Record ❑Archaeological Record ❑District Record ❑Linear Feature Record ❑Milling Station Record ❑Rock Art Record ❑Artifact Record ❑Photograph Record ❑ Other (list) DPR 523A (1/95) *Required information State of California —The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# BUILDING, STRUCTURE, AND OBJECT RECORD Page 2 of 5 *NRHP Status Code 5S3 *Resource Name or #: Geddes -Charlton House B1. Historic Name: Geddes -Charlton House B2. Common Name: Same 133. Original Use: Single-family Residence B4. Present Use: Single-family Residence *135. Architectural Style: Tudor Revival Style *136. Construction History: (Construction date, alterations, and date of alterations): February 1, 1934. Permit to construct a residence and attached garage. $5,000. February 28, 1970. Permit to construct a swimming pool and spa. November 26, 1986. Demolish detached garage and build a new two -car garage with office above. April 4, 1988. Masonry fireplace. October 10, 2000. Reroof with new wood shingle roof. Unknown. Two vinyl windows added to rear dormer. Unknown. Replacement of original rear door with a multi -light wood French sliding door. *137. Moved? ■No ❑Yes ❑Unknown Date: Original location: *138. Related Features: Swimming pool, detached garage with office above at rear, rear shed, and large tree in front yard. B9a. Architect: Unknown b. Builder: Unknown *1310. Significance: Theme Residential Architecture Area Santa Ana Period of Significance: 1934 Property Type: Single-family Residence Applicable Criteria: C13 (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity) The Geddes -Charlton House is architecturally significant as an intact example of a Tudor Revival style house in Santa Ana. According to City building records, it was built in 1934 for approximately $5,000, for Dr. Mabel A. Geddes; however, the original architect and builder are unknown. Dr. Geddes only resided at the property for two years; she was known as a supervisor of health for Orange County schools, Board member of the Young Women's Christian Association (YWCA) of Santa Ana, and a Chairperson of Orange County Nutrition Committee. In 1936, she moved out of the subject property and into the property two houses over, at 1916 Greenleaf Street. By 1937, the subject property was occupied by W. H. Charlton, until 1939 when City Directories list the property as vacant. (See Continuation Sheet 3 of 5.) B11. Additional Resource Attributes: (List attributes and codes) *B12. References: City of Santa Ana Building Permits Santa Ana History Room Collection, Santa Ana Public Library Sanborn Maps (See Continuation Sheet 3 of 5.) Sketch Map Geddes -Charlton House B13. Remarks: 1908 North Greenleaf Street lY2EEhd�EAF *1314. Evaluator: Leslie Heumann/Chattel Inc. „ �F ee *Date of Evaluation: September 7, 2023 0 0 0 0 0 0 0 RO 3 4 5 6 7 B 9 10 ti (This space reserved for official comments.) NO. 80 !i 12 (1 74 IS 16 1T 1 0 vas 091 � 72 - j 13 _ fa 15t I� 16 R.S. 7-0 i Au. State of California —The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI # CONTINUATION SHEET Trinomial Page 3 of 5 Resource Name: Geddes -Charlton House *Recorded by Andrea Dumovich Heywood *Date September 7, 20230 Continuation ❑ Update DPR 523B (1/95) *133a. Description (continued): *Required information Fenestration on the primary (east) fagade includes a fixed wood window, below the eastern -most front gable, with a 20-light muntin pattern. Wood casements with an 8-light muntin pattern are on either side of the fixed window and are flanked by decorative wood shutters (Figure 4). Additional multi -light wood casement windows (some with and without shutters) are situated along the primary (east) fagade. The north and south side fagade window pattern is composed of a mix of single and double casement, multi -light wood windows, and double -hung wood windows (Figure 5). The rear (west) fagade features three double casement multi -light wood windows and one double -hung wood window, along with a single pedestrian door and a replacement, multi -light, wood sliding door. The attic at the rear fagade features a dormer with two non -original or replacement vinyl hung windows (Figure 6). All original windows throughout include a prominent wood window sill. Additional architectural features include two stucco -clad chimneys along the north fagade, a single metal vent under the projecting front gable and two round vents under the primary front gable, and a metal mail slot adjacent to the primary entrance. The rear yard contains a two-story accessory building consisting of a detached garage with an office above; a smaller accessory shed building clad in wood siding with a shake roof, exposed rafters, a door, and two windows; and a rear pool. The two-story building's primary (east) fagade is designed with half timbering under the east -facing gable and shutters to match the main residence. It also includes vinyl casement windows under the primary east gable, and multi -light wood doors (Figure 7). The property is landscaped with a front lawn, stone pathway, small shrubs, medium and large -sized trees. *1310. Significance (continued): In 1940, L. C. Cameron occupied the residence. In 1941, A. W. Robinson is listed as the only tenant. From at least 1945 to 1956, the Lautzenhiser family (initials O.V. and E.C.) lived at 1908 North Greenleaf Street. Later, J.L. Davis owned the property for at least ten years, from 1960-1970. City Directories from the 1970s were unavailable. In the 1980s, Steve Pivo resided at the property between 1980-1982, with Jeff Pivo listed in 1982. By 1985, Bill McKay is identified as a tenant and in 1986 records show no one living at the property. From 1987-1996, Dixie and Thomas Denman are the known property owners. By 1996, the Denmans sold 1908 North Greenleaf Street to the present-day owners, Don and Patrice Peterson. No additional information was uncovered regarding the past owners and tenants. The Geddes -Charlton House is located in Floral Park, a neighborhood northwest of downtown Santa Ana bounded by West Seventeenth Street, North Flower Street, Riverside Drive, and Broadway. Groves of orange, avocado, and walnut trees and widely scattered ranch houses characterized this area before 1920. Developer and builder Allison Honer (1897-1981), credited as the subdivider and builder of a major portion of northwest Santa Ana, arrived in Santa Ana from Beaver Falls, New York in 1922 (Talbert, pages 353-356). "Before nightfall on the day of his arrival, Mr. Honer purchased a parcel of land. And that month, he began building custom homes in Santa Ana" (Orange County Register, September 15, 1981). The parcel chosen became the Floral Park subdivision between Seventeenth Street and Santiago Creek. "When built in the 1920s, the Floral Park homes were the most lavish and expensive in the area. They sold for about $45,000 each" (Orange County Register, September 15, 1981). Revival architecture in a wide variety of romantic styles was celebrated in the 1920s and 1930s and Floral Park showcased examples of the English Tudor, French Norman, Spanish Colonial, and Colonial Revival. The Allison Honer Construction Company went on to complete such notable projects as the 1935 Art Deco styled Old Santa Ana City Hall, the El Toro Marine Base during World War 11, and the 1960 Honer Shopping Plaza. Honer lived in the neighborhood he had helped to create, at 615 West Santa Clara Avenue. In the late 1920s and 1930s, another builder, Roy Roscoe Russell (1881-1965), continued developing the groves of Floral Park. An early Russell project was his 1928 subdivision of Victoria Drive between West Nineteenth Street and West Santa Clara Avenue. The homes were quite grand and displayed various revival styles, including Russell's own large, Colonial Revival mansion at 2009 Victoria Drive. In 1937, Roy Rodney Russell, joined his father's firm and by 1945 it was renamed as Roy Russell and Son. In the early post World War 11 years, Floral Park continued its development as numerous, smaller, single-family houses were built. Continuing in the Floral Park tradition, they were mostly revival in style. In the 1950s, low, horizontal Ranch Style houses completed the growth of Floral Park. Today (2023) Floral Park maintains its identity as the premier neighborhood of Santa Ana, historically home to many affluent and prominent citizens. The Geddes -Charlton House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as an intact example of a Tudor Revival style home in Santa Ana. Located in Floral Park, the house cost $5,000 to build in 1934. The recommended categorization is "Key" because it has a distinctive architectural style and quality reflective of the Tudor Revival style (Santa Ana Municipal Code, Section 30-2.2). Character -defining features of the Tudor Revival style exhibited by the house include its wood shake roof,- steeply pitched cross -gable roof form with a secondary gable that projects to the East towards North Greenleaf Street; minimal roof overhang with exposed rafters; half timbering at both front gable ends at the primary(east) aga e; stucco si ing; onestucco-c a c imney at tne norm sicle ragacle a second c imney was added in 1988 and is therefore not considered a character -defining feature); main entrance door composed of a wooden door with a DPR 523L State of California —The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI # CONTINUATION SHEET Trinomial Page 4 of 5 Resource Name: Geddes -Charlton House 'Recorded by Andrea Dumovich Heywood *Date September 7, 20230 Continuation ❑ Update rectangular panel detail and a wrought iron decorative grill and metal hardware; a fixed wood window, below the eastern- most front gable at the primary facade, with a 20-light muntin pattern, and multi -light wood casement windows flanked by wood shutters; original fenestration throughout including single and double casement, multi -light wood windows, and double - hung wood windows; prominent wood window sill and wood shutters throughout; a single metal vent under the projecting front gable and two round vents under the primary front gable; a metal mail slot adjacent to the primary entrance; Hollywood driveway; and front yard lawn with landscaping including mature trees and shrubs. Because the detached garage is not original, it is considered compatible to the historic site but is not a character -defining feature. *1312. References (continued): Almendral, Dylan M. "The Home of Dynasties: Historic Home Profile." My Blog. 12 January 2020. Available: https://www.dylanmalmendraLcomlblog/the-home-of-dynasties. Accessed: 1 February 2023. Ancestry.com. California, Death Index, 1940-1997 [database on-line]. Provo, UT, USA: Ancestry.com Operations Inc, 2000. Harris, Cyril M. American Architecture: An Illustrated Encyclopedia. New York, WW Norton, 1998. Marsh, Diann. Santa Ana, An Illustrated History. Encinitas, Heritage Publishing, 1994. McAlester, Virginia and Lee. A Field Guide to American Houses. New York: Alfred A. Knopf, 1984. National Register Bulletin 16A. "How to Complete the National Register Registration Form." Washington DC: National Register Newspapers.com (Orange County Register and Santa Ana Register) Branch, National Park Service, US Dept. of the Interior, 1991. Office of Historic Preservation. "Instructions for Recording Historical Resources. " Sacramento: March 1995. Whiffen, Marcus. American Architecture Since 1780. Cambridge: MIT Press, 1969. Santa Ana and Orange County Directories, 1934-1990. Talbert, Thomas B. The Historical Volume and Reference Works: Covering Garden Grove, Santa Ana, Tustin. Volume 1: Orange County. Whittier: Historical Publishers, 1963. DPR 523L State of California —The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI # CONTINUATION SHEET Trinomial Page 5 of 5 Resource Name: Geddes -Charlton House 'Recorded by Andrea Dumovich Heywood "Date September 7, 20230 Continuation ❑ Update Additional Figures: k Figure 2. Front gable at the primary (east) faQade projects east from the primary cross -gable, facing northwest. r Figure 3. The main entrance sits within a porch that is situated below a front gable, supported by two wooden su ort osts, facing north. / Irrrr� r F 4- 'Y. a- ... a ` Figure 4. A primary (east) fagade fixed wood window, with a 5... Figure 5. The north (side) fagade windows feature single 20-light muntin pattern. Wood casements with an 8-light and double casement, multi -light wood windows, and muntin pattern are on either side of the fixed window and are double -hung wood windows, facing southwest. flanked by decorative wood shutters, facing northwest. MW 111!! Figure 7. Two-story accessory building (compatible but not character defining to the historic site). Building features a detached garage with an office above, facing Figure 6. Rear (west) fagade with original double casement southwest. windows and replacement sliding door (meant to emulate a French door and dormer windows, facing northeast. DPR 523L MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 Exhibit C Exterior work shall be reviewed by the Historic Resources Commission and subject to the U.S. Secretary of the Interior's Standards for Rehabilitation of Historic Buildings, as follows: 1. Every reasonable effort shall be made to provide a compatible use for a property which requires minimal alteration of the building, structure, or site and its environment, or to use a property for its originally intended purpose. 2. The distinguishing original qualities or character of a building, structure or site and its environment shall not be destroyed. The removal or alteration of any historic material or distinctive architectural features should be avoided when possible. 3. All buildings, structures, and sites shall be recognized as products of their own time. Alterations that have no historical basis and which seek to create an earlier appearance shall be discouraged. 4. Changes which may have taken place in the course of time are evidence of the history and development of a building, structure, or site and its environment. These changes may have acquired significance in their own right, and this significance shall be recognized and respected. 5. Distinctive stylistic features or examples of skilled craftsmanship which characterize a building, structure, or site shall be treated with sensitivity. 6. Deteriorated architectural features shall be repaired rather than replaced, whenever possible. In the event replacement is necessary, the new material should match the material being replaced in composition, design, color, texture, and other visual qualities. Repair or replacement of missing architectural features should be based on accurate duplications of features, substantiated by historic, physical, or pictorial evidence rather than on conjectural designs or the availability of different architectural elements from the other buildings or structures. 7. The surface cleaning of structures shall be undertaken with the gentlest means possible. Sandblasting and other cleaning methods that will damage the historic building materials shall not be undertaken. 8. Every reasonable effort shall be made to protect and reserve archaeological resources affected by, or adjacent to any project. 9. Contemporary design for alterations and additions to existing properties shall not be discouraged when such alterations and additions do not destroy significant historical, architectural or cultural material, an such design is compatible with -1- MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 size, scale, color, material and character of the property, neighborhood, or environment. 10. Wherever possible, new additions or alterations to structures shall be done in such a manner that if such additions or alterations need to be removed in the future, the essential form and integrity of the structure would be unimpaired. -2- Exhibit D Proposed Structure Improvements ("Work Plan") 1908 North Greenleaf Street Item Year Improvement 1 2023 Change out two (2) vinyl bathroom windows upstairs at rear with double -hung wood windows to match existing windows 2 2024 Reroof to wood shake or fireproof wood shake 3 2028 Repaint wood (window frames and shutters) on main residence and garage Planning and Building Agency Item # 1 City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 Historic Resources Commission Staff Report September 7, 2023 Topic: HRCA No. 2023-17, HRC No. 2023-3, HPPA No. 2023-9 — Geddes -Charlton House (1908 N. Greenleaf Street) RECOMMENDED ACTION 1. Adopt a resolution approving Historic Resources Commission Application No. 2023-17 and Historic Register Categorization No. 2023-3 (Exhibit 1). 2. Recommend that the City Council authorize the City Manager and Clerk of the Council to execute the attached Mills Act agreement with The Peterson Living Trust Dated August 15, 2003 (Donald and Patrice Peterson), subject to non -substantive changes approved by the City Manager and City Attorney (Exhibit 2). EXECUTIVE SUMMARY Donald and Patrice Peterson are requesting approval to designate an existing Tudor Revival style residence located at 1908 North Greenleaf Street to the Santa Ana Register of Historical Properties, as well as approval to execute a Mills Act agreement with the City of Santa Ana. The property is worthy of local designation as "Key" status because it has a distinctive architectural style and quality reflective of the Tudor Revival style in Santa Ana. DISCUSSION Project Location and Site Description The subject property is located on the west side of North Greenleaf Street in the Floral Park National Register Historic District in Santa Ana. The site contains a 2,130-square- foot, Tudor Revival style residence and two-story detached accessory building containing a garage and office, on a 7,685-square-foot residential lot (Exhibit 3). Historic Resources Commission 1 — 1 9/7/2023 Exhibit 2 HRCA No. 2023-17, HRC 2023-3, HPPA No. 2023-9 — Geddes -Charlton House (1908 N. Greenleaf Street) September 7, 2023 Page 2 Analysis of the Issues Historical Listing In March 1999, the City Council approved Ordinance No. NS-2363 establishing the Historic Resources Commission and the Santa Ana Register of Historical Properties. The Historic Resources Commission may, by resolution and at a noticed public hearing, designate as a historical property any building or part thereof, object, structure, or site having importance to the history or architecture of the city in accordance with the criteria set forth in Section 30-2 of the Santa Ana Municipal Code (SAMC). This project entails applying the selection criteria established in Chapter 30 of the Santa Ana Municipal Code (Places of Historical and Architectural Significance) to determine if this structure is eligible for historic designation to the Santa Ana Register of Historical Properties. The first criterion for selection requires that the structures be 50 or more years old. The structure identified meets the minimum selection criteria for inclusion on the Santa Ana Register of Historical Properties pursuant to criteria contained in Section 30-2 of the Santa Ana Municipal Code, as the structure is 89 years old and is a good example of period architecture. No known code violations exist on record for this property. The Geddes -Charlton House is architecturally significant as a representative example of an intact Tudor Revival style home in Santa Ana. According to City building records, it was built in 1934 for approximately $5,000, for Dr. Mabel A. Geddes; however, the original architect and builder are unknown. Dr. Geddes only resided at the property for two years; she was known as a supervisor of health for Orange County schools, Board member of the Young Women's Christian Association (YWCA) of Santa Ana, and a Chairperson of Orange County Nutrition Committee. In 1936, she moved out of the subject property and into a property two houses over, at 1916 Greenleaf Street. By 1937, the subject property was occupied by W. H. Charlton, until 1939 when City Directories list the property as vacant. In 1940, L. C. Cameron occupied the residence. In 1941, A. W. Robinson is listed as the only tenant. From at least 1945 to 1956, the Lautzenhiser family (initials O.V. and E.C.) lived at 1908 North Greenleaf Street. Later, J.L. Davis owned the property for at least ten years, from 1960-1970. City Directories from the 1970s were unavailable. In the 1980s, Steve Pivo resided at the property between 1980-1982, with Jeff Pivo listed in 1982. By 1985, Bill McKay is identified as a tenant and in 1986 records show no one living at the property. From 1987-1996, Dixie and Thomas Denman are the known property owners. By 1996, the Denman's sold 1908 North Greenleaf Street to the present-day owners, Don and Patrice Peterson. No additional information was uncovered regarding the past owners and tenants. The Geddes -Charlton House is a one-story, single-family, Tudor Revival Style residence located on a modestly sized parcel in Floral Park. The asymmetrical residence features an L-shaped plan with a steeply -pitched cross -gable roof clad in wood shingles with Historic Resources Commission 1-2 9/7/2023 HRCA No. 2023-17, HRC 2023-3, HPPA No Greenleaf Street) September 7, 2023 Page 3 2023-9 — Geddes -Charlton House (1908 N. shallow eaves and exposed rafters. An additional, steeply pitched front gable at the primary (east) fagade projects east from the primary cross -gable, towards North Greenleaf Street. The exterior of the house is clad in smooth stucco with half-timbering at the gable end of the two front gables. The main entrance sits within a porch that is situated below a front gable, supported by two wooden support posts. The main entrance door, facing south, is composed of a wooden door with a rectangular panel detail and a wrought iron decorative grill and metal hardware. Fenestration on the primary (east) facade includes a fixed wood window, below the eastern -most front gable, with a 20-light muntin pattern. Wood casements with an 8-light muntin pattern are on either side of the fixed window and are flanked by decorative wood shutters. Additional multi -light wood casement windows (some with and without shutters) are situated along the primary (east) fagade. The north and south side fagade window pattern is composed of a mix of single and double casement, multi -light wood windows, and double -hung wood windows. The rear (west) fagade features three double casement multi -light wood windows and one double -hung wood window, along with a single pedestrian door and a replacement, multi -light, wood sliding door. The attic at the rear fagade features a dormer with two non -original or replacement vinyl hung windows. All original windows throughout include a prominent wood window sill. Additional architectural features include two stucco -clad chimneys along the north fagade, a single metal vent under the projecting front gable and two round vents under the primary front gable, and a metal mail slot adjacent to the primary entrance. The rear yard contains a two-story accessory building consisting of a detached garage with an office above; a smaller accessory shed building clad in wood siding with a shake roof, exposed rafters, a door, and two windows; and a rear pool. The two-story building's primary (east) fagade is designed with half timbering under the east -facing gable and shutters to match the main residence. It also includes vinyl casement windows under the primary east gable, which will be replaced with wood windows as part of a near -term work plan, and multi -light wood doors. The property is landscaped with a front lawn, stone pathway, small shrubs, medium and large -sized trees. Character -defining features of the Geddes -Charlton House include, but may not be limited to: its wood shake roof; steeply pitched cross -gable roof form with a secondary gable that projects to the East towards North Greenleaf Street; minimal roof overhang with exposed rafters; half timbering at both front gable ends at the primary (east) fagade; stucco siding; one stucco -clad chimney at the north side facade (a second chimney was added in 1988 and is therefore not considered a character -defining feature); main entrance door composed of a wooden door with a rectangular panel detail and a wrought iron decorative grill and metal hardware; a fixed wood window, below the eastern -most front gable at the primary facade, with a 20-light muntin pattern, and multi -light wood casement windows flanked by wood shutters; original fenestration throughout including single and double casement, multi -light wood windows, and double -hung wood windows; prominent wood Historic Resources Commission 1 — 3 9/7/2023 HRCA No. 2023-17, HRC 2023-3, HPPA No. 2023-9 — Geddes -Charlton House (1908 N. Greenleaf Street) September 7, 2023 Page 4 window sill and wood shutters throughout; a single metal vent under the projecting front gable and two round vents under the primary front gable; a metal mail slot adjacent to the primary entrance; Hollywood driveway; and front yard lawn with landscaping including mature trees and shrubs. Because the detached garage is not original, it is considered compatible to the historic site but is not a character -defining feature. The Geddes -Charlton House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as an intact example of a Tudor Revival style home in Santa Ana. The recommended categorization is "Key" because it has a distinctive architectural style and quality reflective of the Tudor Revival style. This category is reserved for structures exemplifying greater architectural significance than the "Contributive" category, in addition to contributing to the overall neighborhood or district within the City of Santa Ana. The property is worthy of "Key" status due to the building's Tudor Revival style and quality craftsmanship which features a steeply -pitched multi -gable roof; half-timbering; and multi -light wood windows that are both fixed and casement style, among other original features. Mills Act Agreement Ordinance No. NS-2382 authorized the Historic Resources Commission to execute Historic Property Preservation Agreements (HPPA), commonly known as Mills Act agreements for eligible properties (Exhibit 2). To be eligible for the Mills Act, the property must be listed on the Santa Ana Register of Historical Properties. The Historic Resources Commission Application and Historic Register Categorization actions proposed for this site authorize the listing of the property on the local register. The agreement provides monetary incentives to the property owner in the form of a property tax reduction in exchange for the owner's voluntary commitment to maintain the property in a good state of repair as necessary to maintain its character and appearance. Once recorded, the agreement generates a different valuation method in determining the property's assessed value, resulting in tax savings for the owner. Aside from the tax savings, the benefits include: • Long term preservation of the property and visual improvement to the neighborhood • Allows for a mechanism to provide for property rehabilitation • Provides additional incentive for potential buyers to purchase historic structures • Discourages inappropriate alterations to the property The property has no identified unauthorized modifications. Upon consideration of the application, it is recommended that the City enter into a Historic Property Preservation Agreement. Overall, future improvements proposed by the homeowner during the initial ten years of the Mills Act Agreement include replace two non -original vinyl windows at rear to wood Historic Resources Commission 1-4 9/7/2023 HRCA No. 2023-17, HRC 2023-3, HPPA No Greenleaf Street) September 7, 2023 Page 5 2023-9 — Geddes -Charlton House (1908 N. double -hung windows to match existing, reroof existing wood shake roof with fireproof wood shake to match existing roof material and design, repaint exterior wood at the residence and detached garage, along with general on -going maintenance. Staff will ensure that the proposed work will be done sensitively and will maintain the property's character defining features as part of the Mills Act Agreement for this property. As part of the Mills Act approval process, staff will work with the applicant to ensure that a bronze plaque is installed honoring and recognizing the structure. The plaque will include the historic name, address, year built, and local historic register designation. Lastly, the site will be subject to general maintenance and upkeep requirements including, but not limited to, replacement or restoration of damaged character -defining features, landscaping upkeep, painting, etc. The Mills Act also proposes a work plan to replace the two rear vinyl windows with wood windows, reroof the structure, and repaint the exterior of the structure, within the first five years of the Mills Act agreement's term. These improvements will be subject to review and approval by staff. Upon consideration of the application, it is recommended that the City enter into a Historic Property Preservation Agreement to enable the Mills Act. Public Notification The subject site is located within the Floral Park Neighborhood Association. The president of this Neighborhood Association was notified by mail 10 days prior to this public hearing. In addition, the project site was posted with a notice advertising this public hearing, a notice was published in the Orange County Reporter and mailed notices were sent to all property owners within 500 feet of the project site. At the time of this printing, no correspondence, either written or electronic, has been received from any members of the public. ENVIRONMENTAL IMPACT Pursuant to the California Environmental Quality Act (CEQA) and the CEQA Guidelines, the project is exempt from further review pursuant to Section 15331 of the CEQA Guidelines (Class 31 — Historical Resource Restoration/Rehabilitation) as these actions are designed to preserve historic resources. Based on this analysis, a Notice of Exemption, Environmental Review No. 2023-78 will be filed for this project. FISCAL IMPACT The Historic Property Preservation Agreement will reduce the Property Tax revenue account 01102002-50011 to the City by an estimated $435.07 annually, for a period of not less than ten years. Historic Resources Commission 1 — 5 9/7/2023 HRCA No. 2023-17, HRC 2023-3, HPPA No Greenleaf Street) September 7, 2023 Page 6 EXHIBIT(S) 1. Resolution 2. Mills Act Agreement 3. 500-Foot Radius Map Submitted By: Andrea Heywood, Associate Planner 2023-9 — Geddes -Charlton House (1908 N. Approved By: Minh Thai, Executive Director of Planning and Building Agency, Planning and Building Agency Historic Resources Commission 1 — 6 9/7/2023 FREE RECORDING PURSUANT TO GOVERNMENT CODE § 27383 RESOLUTION NO. 2023-XX A RESOLUTION OF THE HISTORIC RESOURCES COMMISSION OF THE CITY OF SANTA ANA APPROVING HISTORIC RESOURCES COMMISSION APPLICATION NO. 2023-17 TO PLACE THE PROPERTY LOCATED AT 1908 NORTH GREELEAF STREET, SANTA ANA, ON THE HISTORICAL REGISTER AND APPROVING HISTORIC REGISTER CATEGORIZATION NO. 2023-3 PLACING SAID PROPERTY WITHIN THE KEY CATEGORY BE IT RESOLVED BY THE HISTORIC RESOURCES COMMISSION OF THE CITY OF SANTA ANA AS FOLLOWS: Section 1. The Historic Resources Commission of the City of Santa Ana hereby finds, determines, and declares as follows: A. On September 7, 2023, the Historic Resources Commission held a duly noticed public hearing for the placement on the Santa Ana Register of Historical Properties (Historic Resources Commission Application No. 2023-17) and categorization (Historic Resources Commission Categorization No. 2023-3) of the Geddes -Charlton House located at 1908 North Greenleaf Street, Santa Ana. B. The Geddes -Charlton House has distinctive architectural features of the Tudor Revival style and was built in 1934. C. The Geddes -Charlton House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as an intact example of a Tudor Revival style home in Santa Ana. The house displays characteristics of the Tudor Revival style through its use of steeply pitched multi -gable roof; primary facade dominated by two prominent front -facing and steeply pitched gables; decorative half-timbering at gables end; tall, narrow windows in multiple groups with multi -pane glazing; wood shingle roof; prominent chimney; among other original features. The recommended categorization is "Key" because it has a distinctive architectural style and quality reflective of the Tudor Revival style (Santa Ana Municipal Code, Section 30-2.2). This category is reserved for structures exemplifying greater architectural significance than the "Contributive" category, in addition to contributing to the overall neighborhood or district within the City of Santa Ana. The property is worthy of "Key" status due to the building's Tudor Revival style and quality craftsmanship which features steeply - pitched multi -gable roof; half-timbering; and multi -light wood windows that are both fixed and casement style, among other original features. Character -defining features of the Geddes -Charlton House include, but may not be limited to: wood shake roof; steeply pitched cross -gable roof Historic Resources Commission 1 — 7 9/7/2023 Resolution No. 2023-XX Page 1 of 6 FREE RECORDING PURSUANT TO GOVERNMENT CODE § 27383 form with a secondary gable that projects to the East towards North Greenleaf Street; minimal roof overhang with exposed rafters; half timbering at both front gable ends at the primary (east) fagade; stucco siding; one stucco -clad chimney at the north side fagade (a second chimney was added in 1988 and is therefore not considered a character -defining feature); main entrance door composed of a wooden door with a rectangular panel detail and a wrought iron decorative grill and metal hardware; a fixed wood window, below the eastern -most front gable at the primary facade, with a 20-light muntin pattern, and multi -light wood casement windows flanked by wood shutters; original fenestration throughout including single and double casement, multi -light wood windows, and double -hung wood windows; prominent wood window sill and wood shutters throughout; a single metal vent under the projecting front gable and two round vents under the primary front gable; a metal mail slot adjacent to the primary entrance; Hollywood driveway; and front yard lawn with landscaping including mature trees and shrubs. Because the detached garage is not original, it is considered compatible to the historic site but is not a character -defining feature. D. The legal owner of the property is The Peterson Living Trust Dated August 15, 2003. E. The legal description for the subject property is attached hereto as Exhibit A and incorporated by this reference as though fully set forth herein. F. The subject property meets the standards for placement on the City of Santa Ana Register of Historic Properties pursuant to Section 30-2 of the Santa Ana Municipal Code. G. The subject property meets the minimal standards for placement in the Key category pursuant to Section 30-2.2(2) of the Santa Ana Municipal Code. H. In addition to meeting the minimum standards for placement in the Key category pursuant to Section 30-2.2(2) of the Santa Ana Municipal Code, the applicant has agreed, as part of the requested Mills Act agreement work plan, to restoration of select elements described therein within the first five years of the Agreement's term. Section 2. In accordance with the California Environmental Quality Act, the recommended actions are exempt from further review under CEQA Guidelines Section 15331, Class 31, as these actions are designed to preserve historical resources. Categorical Exemption No. ER-2023-78 will be filed for this project. Section 3. The Historic Resources Commission of the City of Santa Ana, after conducting the public hearing, hereby approves: A. Historic Resources Commission Application No. 2023-17 to place the Geddes -Charlton House located at 1908 North Greenleaf Street, Santa Ana, 92706 on the historical register, and B. Historic Register Categorization No. 2023-3 placing the Geddes -Charlton House located at 1908 North Greenleaf Street, Santa Ana, 92706 within the Historic Resources Commission 1 — 8 9/7/2023 Resolution No. 2023-XX Page 2 of 6 FREE RECORDING PURSUANT TO GOVERNMENT CODE § 27383 Key category, as conditioned in Exhibit B, attached hereto and incorporated herein. These decisions are based upon the evidence submitted at the above said hearing, which includes, but is not limited to: the Staff report and exhibits attached thereto, the report entitled "Historical Property Description," and the public testimony, all of which are incorporated herein by this reference. Section 4. For the subject property, a report entitled "Historical Property Description" is on file with the Planning Division, and is hereby approved and adopted, and together with the staff report and this Resolution, justify the findings for placement on the City of Santa Ana Register of Historical Properties into a category. The Historic Resources Commission Secretary is authorized and directed to include this Resolution in the City of Santa Ana Register of Historical Properties. Section 5. The Historic Resources Commission Secretary is hereby directed to file a certified copy of this Resolution with the County Recorder's Office after the adoption of this Resolution pursuant to Public Resources Code Section 5029. ADOPTED this 7t" day of September, 2023. Tim Rush Chairperson Historic Resources Commission 1 — 9 9/7/2023 Resolution No. 2023-XX Page 3 of 6 FREE RECORDING PURSUANT TO GOVERNMENT CODE § 27383 APPROVED AS TO FORM: Sonia R. Carvalho, City Attorney By:_ 'Sr9n-don Salvatierra Deputy City Attorney AYES: NOES: ABSTAIN: NOT PRESENT Commission members Commission members Commission members Commission members CERTIFICATE OF ATTESTATION AND ORIGINALITY I, NUVIA OCAMPO, Historic Resources Commission Secretary, do hereby attest to and certify the attached Resolution No. 2023-XX to be the original resolution adopted by Historic Resources Commission of the City of Santa Ana on September 7, 2023. Date: Nuvia Ocampo Commission Secretary City of Santa Ana Historic Resources Commission 1 — 10 9/7/2023 Resolution No. 2023-XX Page 4 of 6 FREE RECORDING PURSUANT TO GOVERNMENT CODE § 27383 EXHIBIT A LEGAL DESCRIPTION APN Address Legal Description Owner Names 002-091-09 1908 North Greenleaf THE LAND REFERRED TO The Peterson Street HEREIN BELOW IS SITUATED Living Trust IN THE CITY OF SANTA ANA, Dated August 15, COUNTY OF ORANGE, STATE 2003 OF CALIFORNIA, AND IS DESCRIBED AS FOLLOWS: LOT 17 OF TRACT 813, IN THE CITY OF SANTA ANA, COUNTY OF ORANGE, CALIFORNIA AS PER MAP RECORDED IN BOOK 25, PAGE(S) 3, OF MISCELLANEOUS MAPS IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY. Resolution No. 2023-XX Historic Resources Commission 1— 11 age 5 o /9/7/2023 FREE RECORDING PURSUANT TO GOVERNMENT CODE § 27383 EXHIBIT B Conditions of Approval for Historic Resources Commission Application No. 2023-17 and Historic Resources Commission Categorization No. 2023-3 The Applicant must comply with each condition listed below prior to exercising the rights conferred by the Historic Resource Commission's approval and the City of Santa Ana Register of Historic Properties pursuant to Section 30-6 of the Santa Ana Municipal Code. The Applicant must remain in compliance with all condition(s) listed below: Within 180-days of execution of this resolution, the applicant shall install a bronze plaque as per a template on file with the Planning Division honoring and recognizing the structure at 1908 North Greenleaf Street, historically known as the Geddes -Charlton House. The plaque shall include the historic name, address, year built, and local historic register designation. The final dimensions, location, text and description on the plaque shall be reviewed and approved by Planning Division staff. 2. The applicant shall regularly maintain all landscaping in the front yard area (pruning and thinning trees and shrubs) so that the historic building and its character defining features (including but not limited to the front gable roofs, half-timbering, wood windows, and smooth stucco siding) are visible from the public right-of-way. Resolution No. 2023-XX Historic Resources Commission 1 — 12 age 6 o 9/7/2023 RECORDING REQUESTED BY AND WHEN RECORDED MAIL TO: City of Santa Ana 20 Civic Center Plaza (M-30) Santa Ana, CA 92702 Attn: Clerk of the Council FREE RECORDING PURSUANT TO GOVERNMENT CODE § 27383 HISTORIC PROPERTY PRESERVATION AGREEMENT This Historic Property Preservation Agreement ("Agreement") is made and entered into by and between the City of Santa Ana, a charter city and municipal corporation duly organized and existing under the Constitution and laws of the of the State of California (hereinafter referred to as "City"), and The Peterson Living Trust Dated August 15, 2003, (hereinafter collectively referred to as "Owner"), owner of real property located at 1908 North Greenleaf Street, Santa Ana, California, in the County of Orange and listed on the Santa Ana Register of Historical Properties. RECITALS A. The City Council of the City of Santa Ana is authorized by California Government Code Section 50280 et seq. (known as the "Mills Act") to enter into contracts with owners of qualified historical properties to provide for appropriate use, maintenance, rehabilitation and restoration such that these historic properties retain their historic character and integrity. B. The Owner possesses fee title in and to that certain qualified real property together with associated structures and improvements thereon, located at 1908 North Greenleaf Street, Santa Ana, CA, 92706 and more particularly described in Exhibit "A," attached hereto and incorporated herein by reference, and hereinafter referred to as the "Historic Property". C. The Historic Property is officially designated on the Santa Ana Register of Historical Properties pursuant to the requirements of Chapter 30 of the Santa Ana Municipal Code. D. City and Owner, for their mutual benefit, now desire to enter into this Agreement which defines and limits the use and alteration of this Historic Property in order to enhance and maintain its value as a cultural and historical resource for Owner and for the community; to prevent inappropriate alterations to the Historic Property and to ensure that repairs, additions, new building, and other changes are appropriate; and to ensure that rehabilitation and maintenance are carried out in an exemplary manner. Historic Resources Commission 1 — 13 9/7/2023 MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 E. Owner and City intend to carry out the purposes of California Government Code, Chapter 1, Part 5 of Division 1 of Title 5, Article 12, Section 50280 et seq., which will enable the Historic Property to qualify for an assessment of valuation as a restricted historical property pursuant to Article 1.9, Sec. 439 et seq., Chapter 3 Part 2 of Division 1 of the California Tax and Revenue Code. NOW, THEREFORE, the City of Santa Ana and the Owner of the Historic Property agree as follows: 1. Effective Date and Terms of Agreement. This Agreement shall be effective and commence on November 8, 2023, and shall remain in effect for a term of ten (10) years thereafter. Each year, upon the anniversary of the effective date of this Agreement, such initial term will automatically be extended as provided in California Government Code Sections 50280 through 50290 and in Section 2, below. 2. Renewal. a. Each year on the anniversary of the effective date of this Agreement, a year shall automatically be added to the initial ten (10) year term of this Agreement unless written notice of nonrenewal is served as provided herein. b. If the Owner or the City desire(s) in any year not to renew the Agreement, the Owner or City shall serve written notice of nonrenewal of the Agreement on the other party. Unless such notice is served by the Owner to the City at least ninety (90) days prior to the annual renewal date, or served by the City to the Owner at least sixty (60) days prior to the annual renewal date, one (1) year shall automatically be added to the term of the Agreement as provided herein. C. Within 30 days from receipt of City's notice of nomenewal, the Owner may file a written protest of City's decision of nonrenewal. The City may, at any time prior to the annual renewal date of the Agreement, withdraw its notice to the Owner of nonrenewal. d. If either the Owner or the City serves notice to the other of nonrenewal in any year, the Agreement shall remain in effect for the balance of the term then remaining, either from its original execution or from the last renewal of the Agreement, whichever may apply. 3. Standards and Conditions for Historic Property. During the term of this Agreement, the Historic Property shall be subject to the following conditions, requirements and restrictions: a. Owner shall maintain the Historic Property in a good state of repair and shall preserve, maintain, and, where necessary, restore or rehabilitate the property and its character - defining features described in the "Historical Property Description" attached hereto, marked as Exhibit B, notably the general architectural form, style, materials, design, scale, proportions, organization of windows, doors, and other openings, textures, details, mass, roof line, porch and other aspects of the appearance of the exterior to the satisfaction of the City. Historic Resources Commission _ 2 _ 1 — 14 9/7/2023 MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 b. All changes to the Historic Property shall comply with applicable City plans and regulations, and conform to the rules and regulations of the Office of Historic Preservation of the State Department of Parks and Recreation, namely the U.S. Secretary of the Interior's Standards and Guidelines for Historic Preservation Projects. These guidelines are attached hereto, marked as Exhibit C, and incorporated herein by this reference. Owner shall continually maintain the Historic Property in the same or better condition. C. A view corridor enabling the general public to see the Historic Property from the public right-of-way shall be maintained, and Owner shall not be permitted to block the view corridor to the property with any new structure, such as walls, fences or shrubbery, so as to prevent the viewing of the historic landmark by the public. d. The following are prohibited: demolition of the Historic Property or destruction of character -defining features of the building or site; removal of trees and other major vegetation unless removal is approved by a rehabilitation plan approved by the Historic Resources Commission; paving of yard surface; exterior alterations or additions unless approved by the Historic Resources Commission and such alterations are in keeping with the Secretary of Interior's Standards; deteriorating, dilapidated or unrepaired structures such as fences, roofs, doors, walls, and windows; storage of junk, trash, debris, discarded or unused objects such as cars, appliances, or furniture; and other unsightly by decoration, structure or vegetation which is unsightly by reason of its height, condition, or inappropriate location. e. Owner shall allow reasonable periodic inspection by prior appointment, as needed or at least every five (5) years after the initial inspection, of the interior and exterior of the Historic Property by representatives of the City of Santa Ana, the County Assessor, the State Department of Parks and Recreation, and the State Board of Equalization, to determine the Owner's compliance with the terms and provisions of this Agreement. As part of the periodic inspection, Owner shall supply information in a format determined acceptable by the representatives of the City of Santa Ana, the County Assessor, the State Department of Parks and Recreation, and the State Board of Equalization information required to determine compliance with the terms of this Agreement. f. Owner shall implement the rehabilitation and restoration work items as discussed in detail in Exhibit D, "Proposed Structure Improvements." All work items shall be completed within the first ten years of the Mills Act Agreement. Proof of status and completion, as requested from time to time by the City of Santa Ana, will be required in order to satisfy and maintain the Mills Act Agreement. Staff approval is required before items shall be amended or removed/replaced from the improvements list. 4. Furnishing of Information. The Owner hereby agrees to furnish the City with any and all information requested which may be necessary or advisable to determine compliance with the terms and provisions of this Agreement. Historic Resources Commission 3 1 — 15 9/7/2023 MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 5. Cancellation. a. The City, following a duly noticed public hearing by the City Council as set forth in Government Code Section 50280, et. seq., may cancel this Agreement if it determines that the Owner have breached any of the conditions of this Agreement, or has allowed the property to deteriorate to the point that it no longer meets the standards for a qualified Historic Property, or if the City determines that the Owner have failed to restore or rehabilitate the property in the manner specified in Section 3 of this Agreement. If a contract is cancelled for these reasons, the Owner shall pay a cancellation fee to the County Auditor as set forth in Government Code Section 50286. This cancellation fee shall be a percentage (currently set at twelve and one-half (12 '/2) percent by Government Code Section 50286) of the current fair market value of the property at the time of the cancellation, as determined by the county assessor, without regard to any restriction imposed pursuant to this Agreement. b. If the Historic Property is destroyed by earthquake, fire, flood or other natural disaster such that in the opinion of the City Building Official more than sixty (60) percent of the original fabric of the structure must be replaced, this Agreement shall be canceled immediately because, in effect, the historic value of the structure will have been destroyed. No fee shall be imposed in the case of destruction by acts of God or natural disaster. C. If the Historic Property is acquired by eminent domain and the City Council determines that the acquisition frustrates the purpose of this Agreement, this Agreement shall be cancelled and no fee imposed, as specified in Government Code Section 50288. 6. Enforcement of Agreement. a. In lieu of and/or in addition to any provisions to cancel the Agreement as referenced herein, City may specifically enforce, or enjoin the breach of, the terms of the Agreement. In the event of a default, under the provisions to cancel the Agreement by Owner, the City shall give written notice to Owner by registered or certified mail, and if such a violation is not corrected to the reasonable satisfaction of the City Manager or designee within thirty (30) days thereafter, or if not corrected within such a reasonable time as may be required to cure the breach or default, or default cannot be cured within thirty (30) days (provided that acts to cure the breach or default may be commenced within thirty (30) days and shall thereafter be diligently pursued to completion by Owner), then City may, without further notice, declare a default under the terms of this Agreement and may bring any action necessary to specifically enforce the obligations of Owner growing out of the terms of this Agreement, apply to any court, state or federal, for injunctive relief against any violation by Owner or apply for such relief as may be appropriate. b. City does not waive any claim of default by the Owner if City does not enforce or cancel this Agreement. All other remedies at law or in equity which are not otherwise provided for in this Agreement or in City's regulations governing historic properties are available to City to pursue in the event that there is a breach of this Agreement. No waiver by City of any breach or default under this Agreement shall be deemed to be a waiver of any other subsequent breach thereof or default hereunder. Historic Resources Commission 4 1 — 16 9/7/2023 MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 7. Binding effect of Agreement. a. Owner hereby subjects the Historic Property, located at 1908 North Greenleaf Street, Assessor Parcel Number, 002-091-09, and more particularly described in Exhibit A, in the City of Santa Ana, to the covenants, conditions, and restrictions as set forth in this Agreement. b. City and Owner hereby declare their specific intent that the covenants, conditions and restrictions as set forth herein shall be deemed covenants running with the land and shall pass to and be binding upon Owner's successors and assigns in title or interest to the Historic Property. Every contract, deed, or other instrument hereinafter executed, covering or conveying the Historic Property or any portion thereof, shall conclusively be held to have been executed, delivered, and accepted subject to the tenants, restrictions, and reservations expressed in this Agreement regardless of whether such covenants, conditions and restrictions are set forth in such contract, deed, or other instrument. C. This property is listed in the Santa Ana Register of Historical Properties (Register) and is located in the Floral Park National Register Historic District. In any real property transaction, the owner of this property or the owner's representative shall provide the buyer of this property with notice that the property is listed on the City's historic Register and is located within the Floral Park National Register Historic District. 8. No Compensation. Owner shall not receive any payment from City in consideration of the obligation imposed under this Agreement, it being recognized that the consideration for the execution of this Agreement is the substantial public benefit to be derived therefrom and the advantage that will accrue to Owner as a result of the effect upon the assessed value of the Property on the account of the restrictions on the use and preservation of the Property. 9. Notice. Any notice required by the terms of this Agreement shall be sent to the address of the respective parties as specified below or at other addresses that may be later specified by the parties hereto. City: City of Santa Ana 20 Civic Center Plaza (M-30) Santa Ana, CA 92702 Attn: Clerk of the Council Owners: The Peterson Living Trust Dated August 15, 2003 Attn: Donald and Patrice Peterson 1908 North Greenleaf Street Santa Ana, CA 92706 Historic Resources Commission 5 _ 1 — 17 9/7/2023 MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 10. General Provisions. a. None of the terms, provisions, or conditions of this Agreement shall be deemed to create a partnership between the parties hereto and any of their heirs, successors, or assigns, nor shall such terms, provisions or conditions cause them to be considered joint ventures or members of any joint enterprise. b. The Owner agrees to and shall indemnify and hold the City and its elected and appointed officials, officers, agents, and employees harmless from liability for damage or claims for damage for personal injuries, including death, and claims for property damage which may arise from the direct or indirect use or operations of the Owner or those of his or her contractor, subcontractor, agent, employee, or other person acting on his or her behalf which relates to the use, operation, and maintenance of the Historic Property. The Owner hereby agrees to and shall defend the City and its elected and appointed officials, officers, agents, and employees with respect to any and all actions for damages caused by, or alleged to have been caused by, reason of the Owner's activities in connection with the Historic Property. C. This hold harmless provision applies to all damages and claims for damages suffered, or alleged to have been suffered, and costs of defense incurred, by reason of the operations referred to in this Agreement regardless of whether or not City prepared, supplied, or approved the plans, specifications or other documents for the Historic Property. d. All of the agreements, rights, covenants, conditions, and restrictions contained in this Agreement shall be binding upon and shall inure to the benefit of the parties herein, their heirs, successors, legal representatives, assigns, and all persons acquiring any part or portion of the Historic Property, whether by operation of law on in any manner whatsoever. e. In the event legal proceedings are brought by any party or parties to enforce or restrain a violation of any of the covenants, reservations, or restrictions contained herein, or to determine the rights and duties of any party hereunder, the prevailing party in such proceeding may recover all reasonable attorney's fees to be fixed by the court, in addition to court costs and other relief ordered by the court. f. In the event that any of the provisions of this Agreement are held to be unenforceable or invalid by any court of competent jurisdiction, or by subsequent preemptive legislation, the validity and enforceability of the remaining provisions, or portions thereof, shall not be effected thereby. g. This Agreement shall be construed and governed in accordance with the laws of the State of California, with venue in Orange County. Historic Resources Commission 6 1 — 18 9/7/2023 MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 11. Recordation. No later than twenty (20) days after the parties execute and enter into this Agreement, the City shall cause this Agreement to be recorded in the office of the County Recorder of the County of Orange. 12. Amendments. This Agreement may be amended, in whole or in part, only by a written recorded instrument executed by the parties hereto. 13. Effective Date This Agreement shall be effective on the day and year first written above in Section 1. {Signature page followsl Historic Resources Commission 1 — 19 9/7/2023 ATTEST: JENNIFERE L. HALL Clerk of the Council OWNERS Date: Date: APPROVED AS TO FORM: SONIA CARVALHO City Attorney By: B DON SALVATIERRA Deputy City Attorney MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 CITY OF SANTA ANA KRISTINE RIDGE City Manager By: DONALD PETERSON Trustee of The Peterson Living Trust Dated August 15, 2003 By: PATRICE PETERSON Trustee of The Peterson Living Trust Dated August 15, 2003 RECOMMENDED FOR APPROVAL: MINH THAI Executive Director Planning and Building Agency Historic Resources Commission 8 1 — 20 9/7/2023 MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 EXHIBIT A LEGAL DESCRIPTION THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF SANTA ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA, AND IS DESCRIBED AS FOLLOWS: LOT 17 OF TRACT 813, IN THE CITY OF SANTA ANA, COUNTY OF ORANGE, CALIFORNIA AS PER MAP RECORDED IN BOOK 25, PAGE(S) 3, OF MISCELLANEOUS MAPS IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY. Assessor's Parcel Number: 002-091-09 Historic Resources Commission 9 _ 1 — 21 9/7/2023 EXECUTIVE SUMMARY Geddes -Charlton House 1908 North Greenleaf Street Santa Ana, CA 92706 NAME Geddes -Charlton House REF. NO. ADDRESS 1908 North Greenleaf Street CITY Santa Ana ZIP 92706 ORANGE COUNTY YEAR BUILT 1934 LOCAL REGISTER CATEGORY: Key HISTORIC DISTRICT Floral Park National Register Historic District NEIGHBORHOOD Floral Park CALIFORNIA REGISTER CRITERIA FOR EVALUATION C/3 CALIFORNIA REGISTER STATUS CODE 5S3 Location: ❑ Not for Publication ® Unrestricted ❑ Prehistoric ® Historic ❑ Both ARCHITECTURAL STYLE: Tudor Revival The Tudor Revival looked to medieval England for its inspiration. Signature features of the style include steeply pitched gables; decorative half-timbering; arched openings, often Tudor or Gothic in form; asymmetrical arrangements of building features; tall brick chimneys; and picturesque windows of leaded glass or diamond patterned lights. The more ambitious examples of the Tudor Revival were executed in brick or even stone; however, stucco over wood frame is quite common in the forgiving climate of southern California. The Tudor Revival was favored primarily for residential buildings, although small scale commercial buildings in the style also occur. Originating in the late 19th century, the Tudor Revival was associated with some Craftsman era building but was most popular during the 1920s and 1930s. SUMMARY/CONCLUSION: The Geddes -Charlton House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 for embodiment of the distinguishing characteristics of a Tudor Revival style residential building. The recommended categorization is "Key" because it has a distinctive architectural style and quality reflective of the Tudor Revival style (Santa Ana Municipal Code, Section 30-2.2). EXPLANATION OF CODES: • California Register Criteria for Evaluation: (From California Office of Historic Preservation, Technical Assistance Series # 7, "How to Nominate Resources to the California Register of Historical Resources," September 4, 2001.) It embodies the distinctive characteristics of a type, period, region, or method of construction, or represents the work of a master, or possesses high artistic values. • It embodies the distinctive characteristics of a type, period, region, or method of construction, or represents the work of a master, or possesses high artistic values. 5S3: Appears to be individually eligible for local listing or designation through survey evaluation. Historic Resources Commission 1 — 22 9/7/2023 State of California —The Resources Agency DEPARTMENT OF PARKS AND RECREATION PRIMARY RECORD Primary # HRI # Trinomial NRHP Status Code Other Listings Review Code Reviewer Page 1 of 5 Resource name(s) or number (assigned by recorder) Geddes -Charlton House Date P1. Other Identifier: *P2. Location: ❑Not for Publication ■Unrestricted *a. County Orange County *b. USGS 7.5' Quad: Orange Quadrangle California -Orange County 7.5-Minute Series Date: 2022 *c. Address 1908 North Greenleaf Street City: Santa Ana Zip: 92706 *e. Other Locational Data: Assessor's Parcel Number 002-091-09 *P3a. Description: (Describe resource and its major elements. Include design, materials, condition, alterations, size, setting, and boundaries) The Geddes -Charlton House is a one-story, single-family, Tudor Revival Style residence located on a modestly sized parcel in the Floral Park National Register Historic District (Figure 1). The asymmetrical residence features a L-shaped plan with a steeply -pitched cross -gable roof clad in wood shingles with shallow eaves and exposed rafters. An additional, steeply pitched front gable at the primary (east) fagade projects east from the primary cross -gable, towards North Greenleaf Street (Figure 2). The exterior of the house is clad in smooth stucco with half-timbering at the gable end of the two front gables. The main entrance sits within a porch that is situated below a front gable, supported by two wooden support posts. The main entrance door, facing south, is composed of a wooden door with a rectangular panel detail and a wrought iron decorative grill and metal hardware (Figure 3). (See Continuation Sheet 3 of 5.) *P3b. Resource Attributes: (list attributes and codes) HP2. Single -Family Residence *P4. Resources Present: ■Building ❑Structure ❑Object ❑Site ❑District ❑Element of District ❑Other P5a. Photo :. A P5b. Photo: (view and date) (Figure 1) Primary (East) elevation, view west, June 2023 *P6. Date Constructed/Age and Sources: ■historic 19341 City of Santa Ana Building Permits *P7. Owner and Address: Patrice and Donald Peterson 1908 North Greenleaf Street Santa Ana, CA 92706 *P8. Recorded by: Andrea Dumovich Heywood City of Santa Ana 20 Civic Center Plaza M-20 Santa Ana, CA 92702 *P9. Date Recorded: September 7, 2023 *P10. Survey Type: Intensive Survey Update *P11. Report Citation: (Cite survey report and other sources, or enter "none") None *Attachments: ❑None ❑Location Map ❑Sketch Map ■Continuation Sheet ■Building, Structure, and Object Record ❑Archaeological Record ❑District Record ❑Linear Feature Record ❑Milling Station Record ❑Rock Art Record ❑Artifact Record ❑Photograph Record ❑ Other (list) DPR 523A (1/95) *Required information Historic Resources Commission 1 — 23 9/7/2023 State of California —The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI# BUILDING, STRUCTURE, AND OBJECT RECORD Page 2 of 5 *NRHP Status Code 5S3 *Resource Name or #: Geddes -Charlton House B1. Historic Name: Geddes -Charlton House B2. Common Name: Same 133. Original Use: Single-family Residence B4. Present Use: Single-family Residence *135. Architectural Style: Tudor Revival Style *136. Construction History: (Construction date, alterations, and date of alterations): February 1, 1934. Permit to construct a residence and attached garage. $5,000. February 28, 1970. Permit to construct a swimming pool and spa. November 26, 1986. Demolish detached garage and build a new two -car garage with office above. April 4, 1988. Masonry fireplace. October 10, 2000. Reroof with new wood shingle roof. Unknown. Two vinyl windows added to rear dormer. Unknown. Replacement of original rear door with a multi -light wood French sliding door. *137. Moved? ■No ❑Yes ❑Unknown Date: Original location: *138. Related Features: Swimming pool, detached garage with office above at rear, rear shed, and large tree in front yard. B9a. Architect: Unknown b. Builder: Unknown *1310. Significance: Theme Residential Architecture Area Santa Ana Period of Significance: 1934 Property Type: Single-family Residence Applicable Criteria: C13 (Discuss importance in terms of historical or architectural context as defined by theme, period, and geographic scope. Also address integrity) The Geddes -Charlton House is architecturally significant as an intact example of a Tudor Revival style house in Santa Ana. According to City building records, it was built in 1934 for approximately $5,000, for Dr. Mabel A. Geddes; however, the original architect and builder are unknown. Dr. Geddes only resided at the property for two years; she was known as a supervisor of health for Orange County schools, Board member of the Young Women's Christian Association (YWCA) of Santa Ana, and a Chairperson of Orange County Nutrition Committee. In 1936, she moved out of the subject property and into the property two houses over, at 1916 Greenleaf Street. By 1937, the subject property was occupied by W. H. Charlton, until 1939 when City Directories list the property as vacant. (See Continuation Sheet 3 of 5.) B11. Additional Resource Attributes: (List attributes and codes) *B12. References: City of Santa Ana Building Permits Santa Ana History Room Collection, Santa Ana Public Library Sanborn Maps (See Continuation Sheet 3 of 5.) Sketch Map Geddes -Charlton House B13. Remarks: 1908 North Greenleaf Street lY2EEhd�EAF *1314. Evaluator: Leslie Heumann/Chattel Inc. „ �F ee *Date of Evaluation: September 7, 2023 0 0 0 0 0 0 0 RO 3 4 5 6 7 B 9 10 ti (This space reserved for official comments.) NO. 80 !i 12 (1 74 IS 16 1T 1 0 vas 091 I I �I 72 - j 13 _ fa 15t I� 16 I I R.S. 7-0 I I � I1ELl n?ow I Historic Resources Commission 1 — 24 9/7/2023 State of California —The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI # CONTINUATION SHEET Trinomial Page 3 of 5 Resource Name: Geddes -Charlton House *Recorded by Andrea Dumovich Heywood *Date September 7, 20230 Continuation ❑ Update DPR 523B (1/95) *133a. Description (continued): *Required information Fenestration on the primary (east) fagade includes a fixed wood window, below the eastern -most front gable, with a 20-light muntin pattern. Wood casements with an 8-light muntin pattern are on either side of the fixed window and are flanked by decorative wood shutters (Figure 4). Additional multi -light wood casement windows (some with and without shutters) are situated along the primary (east) fagade. The north and south side fagade window pattern is composed of a mix of single and double casement, multi -light wood windows, and double -hung wood windows (Figure 5). The rear (west) fagade features three double casement multi -light wood windows and one double -hung wood window, along with a single pedestrian door and a replacement, multi -light, wood sliding door. The attic at the rear fagade features a dormer with two non -original or replacement vinyl hung windows (Figure 6). All original windows throughout include a prominent wood window sill. Additional architectural features include two stucco -clad chimneys along the north fagade, a single metal vent under the projecting front gable and two round vents under the primary front gable, and a metal mail slot adjacent to the primary entrance. The rear yard contains a two-story accessory building consisting of a detached garage with an office above; a smaller accessory shed building clad in wood siding with a shake roof, exposed rafters, a door, and two windows; and a rear pool. The two-story building's primary (east) fagade is designed with half timbering under the east -facing gable and shutters to match the main residence. It also includes vinyl casement windows under the primary east gable, and multi -light wood doors (Figure 7). The property is landscaped with a front lawn, stone pathway, small shrubs, medium and large -sized trees. *1310. Significance (continued): In 1940, L. C. Cameron occupied the residence. In 1941, A. W. Robinson is listed as the only tenant. From at least 1945 to 1956, the Lautzenhiser family (initials O.V. and E.C.) lived at 1908 North Greenleaf Street. Later, J.L. Davis owned the property for at least ten years, from 1960-1970. City Directories from the 1970s were unavailable. In the 1980s, Steve Pivo resided at the property between 1980-1982, with Jeff Pivo listed in 1982. By 1985, Bill McKay is identified as a tenant and in 1986 records show no one living at the property. From 1987-1996, Dixie and Thomas Denman are the known property owners. By 1996, the Denmans sold 1908 North Greenleaf Street to the present-day owners, Don and Patrice Peterson. No additional information was uncovered regarding the past owners and tenants. The Geddes -Charlton House is located in Floral Park, a neighborhood northwest of downtown Santa Ana bounded by West Seventeenth Street, North Flower Street, Riverside Drive, and Broadway. Groves of orange, avocado, and walnut trees and widely scattered ranch houses characterized this area before 1920. Developer and builder Allison Honer (1897-1981), credited as the subdivider and builder of a major portion of northwest Santa Ana, arrived in Santa Ana from Beaver Falls, New York in 1922 (Talbert, pages 353-356). "Before nightfall on the day of his arrival, Mr. Honer purchased a parcel of land. And that month, he began building custom homes in Santa Ana" (Orange County Register, September 15, 1981). The parcel chosen became the Floral Park subdivision between Seventeenth Street and Santiago Creek. "When built in the 1920s, the Floral Park homes were the most lavish and expensive in the area. They sold for about $45,000 each" (Orange County Register, September 15, 1981). Revival architecture in a wide variety of romantic styles was celebrated in the 1920s and 1930s and Floral Park showcased examples of the English Tudor, French Norman, Spanish Colonial, and Colonial Revival. The Allison Honer Construction Company went on to complete such notable projects as the 1935 Art Deco styled Old Santa Ana City Hall, the El Toro Marine Base during World War 11, and the 1960 Honer Shopping Plaza. Honer lived in the neighborhood he had helped to create, at 615 West Santa Clara Avenue. In the late 1920s and 1930s, another builder, Roy Roscoe Russell (1881-1965), continued developing the groves of Floral Park. An early Russell project was his 1928 subdivision of Victoria Drive between West Nineteenth Street and West Santa Clara Avenue. The homes were quite grand and displayed various revival styles, including Russell's own large, Colonial Revival mansion at 2009 Victoria Drive. In 1937, Roy Rodney Russell, joined his father's firm and by 1945 it was renamed as Roy Russell and Son. In the early post World War 11 years, Floral Park continued its development as numerous, smaller, single-family houses were built. Continuing in the Floral Park tradition, they were mostly revival in style. In the 1950s, low, horizontal Ranch Style houses completed the growth of Floral Park. Today (2023) Floral Park maintains its identity as the premier neighborhood of Santa Ana, historically home to many affluent and prominent citizens. The Geddes -Charlton House qualifies for listing in the Santa Ana Register of Historical Properties under Criterion 1 as an intact example of a Tudor Revival style home in Santa Ana. Located in Floral Park, the house cost $5,000 to build in 1934. The recommended categorization is "Key" because it has a distinctive architectural style and quality reflective of the Tudor Revival style (Santa Ana Municipal Code, Section 30-2.2). Character -defining features of the Tudor Revival style exhibited by the house include its wood shake roof,- steeply pitched cross -gable roof form with a secondary gable that projects to the East towards North Greenleaf Street; minimal roof overhang with exposed rafters; half timbering at both front gable ends at the pn eas a e^; s ucco in one succo-c a c imney e, si a aga e a secon c imney wa added in 1988 anYbq i§e 9 R§i §R}-defining feature�j; rrma entrance door composed of a wood door with a DPR 523L 9/7/2023 State of California —The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI # CONTINUATION SHEET Trinomial Page 4 of 5 Resource Name: Geddes -Charlton House 'Recorded by Andrea Dumovich Heywood *Date September 7, 20230 Continuation ❑ Update rectangular panel detail and a wrought iron decorative grill and metal hardware; a fixed wood window, below the eastern- most front gable at the primary facade, with a 20-light muntin pattern, and multi -light wood casement windows flanked by wood shutters; original fenestration throughout including single and double casement, multi -light wood windows, and double - hung wood windows; prominent wood window sill and wood shutters throughout; a single metal vent under the projecting front gable and two round vents under the primary front gable; a metal mail slot adjacent to the primary entrance; Hollywood driveway; and front yard lawn with landscaping including mature trees and shrubs. Because the detached garage is not original, it is considered compatible to the historic site but is not a character -defining feature. *1312. References (continued): Almendral, Dylan M. "The Home of Dynasties: Historic Home Profile." My Blog. 12 January 2020. Available: https://www.dylanmalmendraLcomlblog/the-home-of-dynasties. Accessed: 1 February 2023. Ancestry.com. California, Death Index, 1940-1997 [database on-line]. Provo, UT, USA: Ancestry.com Operations Inc, 2000. Harris, Cyril M. American Architecture: An Illustrated Encyclopedia. New York, WW Norton, 1998. Marsh, Diann. Santa Ana, An Illustrated History. Encinitas, Heritage Publishing, 1994. McAlester, Virginia and Lee. A Field Guide to American Houses. New York: Alfred A. Knopf, 1984. National Register Bulletin 16A. "How to Complete the National Register Registration Form." Washington DC: National Register Newspapers.com (Orange County Register and Santa Ana Register) Branch, National Park Service, US Dept. of the Interior, 1991. Office of Historic Preservation. "Instructions for Recording Historical Resources. " Sacramento: March 1995. Whiffen, Marcus. American Architecture Since 1780. Cambridge: MIT Press, 1969. Santa Ana and Orange County Directories, 1934-1990. Talbert, Thomas B. The Historical Volume and Reference Works: Covering Garden Grove, Santa Ana, Tustin. Volume 1: Orange County. Whittier: Historical Publishers, 1963. Historic Resources Commission 1 — 26 9/7/2023 DPR 523L State of California —The Resources Agency Primary # DEPARTMENT OF PARKS AND RECREATION HRI # CONTINUATION SHEET Trinomial Page 5 of 5 Resource Name: Geddes -Charlton House 'Recorded by Andrea Dumovich Heywood "Date September 7, 20230 Continuation ❑ Update Additional Figures: k Figure 2. Front gable at the primary (east) faQade projects east from the primary cross -gable, facing northwest. r -tra Figure 3. The main entrance sits within a porch that is situated below a front gable, supported by two wooden su ort osts, facing north. / Irrrr� r F 4- 'Y. a- ... a ` Figure 4. A primary (east) fagade fixed wood window, with a 5... Figure 5. The north (side) fagade windows feature single 20-light muntin pattern. Wood casements with an 8-light and double casement, multi -light wood windows, and double -hung wood windows, facing southwest. muntin pattern are on either side of the fixed window and are flanked by decorative wood shutters, facing northwest. MW r»rr Figure 7. Two-story accessory building (compatible but not character defining to the historic site). Building features a detached garage with an office above, facing Figure 6. Rear (west) fagade with original double casement southwest. windows and replacement sliding door (meant to emulate a French door and dormer windows, facing northeast. Historic Resources Commission 1 — 27 9/7/2023 DPR 523L MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 Exhibit C Exterior work shall be reviewed by the Historic Resources Commission and subject to the U.S. Secretary of the Interior's Standards for Rehabilitation of Historic Buildings, as follows: 1. Every reasonable effort shall be made to provide a compatible use for a property which requires minimal alteration of the building, structure, or site and its environment, or to use a property for its originally intended purpose. 2. The distinguishing original qualities or character of a building, structure or site and its environment shall not be destroyed. The removal or alteration of any historic material or distinctive architectural features should be avoided when possible. 3. All buildings, structures, and sites shall be recognized as products of their own time. Alterations that have no historical basis and which seek to create an earlier appearance shall be discouraged. 4. Changes which may have taken place in the course of time are evidence of the history and development of a building, structure, or site and its environment. These changes may have acquired significance in their own right, and this significance shall be recognized and respected. 5. Distinctive stylistic features or examples of skilled craftsmanship which characterize a building, structure, or site shall be treated with sensitivity. 6. Deteriorated architectural features shall be repaired rather than replaced, whenever possible. In the event replacement is necessary, the new material should match the material being replaced in composition, design, color, texture, and other visual qualities. Repair or replacement of missing architectural features should be based on accurate duplications of features, substantiated by historic, physical, or pictorial evidence rather than on conjectural designs or the availability of different architectural elements from the other buildings or structures. 7. The surface cleaning of structures shall be undertaken with the gentlest means possible. Sandblasting and other cleaning methods that will damage the historic building materials shall not be undertaken. 8. Every reasonable effort shall be made to protect and reserve archaeological resources affected by, or adjacent to any project. 9. Contemporary design for alterations and additions to existing properties shall not be discouraged when such alterations and additions do not destroy significant historical, architectural or cultural material, an such design is compatible with Historic Resources Commission 1 1 — 28 9/7/2023 MILLS ACT AGREEMENT 1908 North Greenleaf Street Santa Ana, CA 92706 size, scale, color, material and character of the property, neighborhood, or environment. 10. Wherever possible, new additions or alterations to structures shall be done in such a manner that if such additions or alterations need to be removed in the future, the essential form and integrity of the structure would be unimpaired. Historic Resources Commission 2 1 — 29 9/7/2023 Proposed Structure Improvements ("Work Plan") 1908 North Greenleaf Street Item Year Improvement 1 2023 Change out two (2) vinyl bathroom windows upstairs at rear with double -hung wood windows to match existing windows 2 2024 Reroof to wood shake or fireproof wood shake 3 2028 Repaint wood (window frames and shutters) on main residence and garage Historic Resources Commission 1 — 30 9/7/2023 ORANGE COUNTY REPORTER -SINCE 1921- Mailing Address: 600 W SANTA ANA BLVD STE 812, SANTA ANA, CA 92701 Telephone (714) 543-2027 / Fax (714) 542-6841 Visit us @ www.LegalAdstore.com NUVIA OCAMPO CITY OF SANTA ANA/PLANNING & BUILDING AGENCY 20 CIVIC CENTER PLAZA 2ND FLR SANTA ANA, CA 92702 COPY OF NOTICE Notice Type: GPN GOVT PUBLIC NOTICE Ad Description 1908 N Greenleaf To the right is a copy of the notice you sent to us for publication in the ORANGE COUNTY REPORTER. Thank you for using our newspaper. Please read this notice carefully and call us with any corrections. The Proof of Publication will be filed with the County Clerk, if required, and mailed to you after the last date below. Publication date(s) for this notice is (are): 08/23/2023 The charge(s) for this order is as follows. An invoice will be sent after the last date of publication. If you prepaid this order in full, you will not receive an invoice. Publication $117.80 Total $117.80 Daily Journal Corporation Serving your legal advertising needs throughout California. ORANGE COUNTY REPORTER, SANTA ANA (714) 543-2027 BUSINESS JOURNAL, RIVERSIDE (951) 784-0111 DAILY COMMERCE, LOS ANGELES (213) 229-5300 LOS ANGELES DAILY JOURNAL, LOS ANGELES (213) 229-5300 SAN FRANCISCO DAILY JOURNAL, SAN FRANCISCO (800) 640-4829 SAN JOSE POST -RECORD, SAN JOSE (408) 2874866 THE DAILY RECORDER, SACRAMENTO (916) 444-2355 THE DAILY TRANSCRIPT, SAN DIEGO (619) 232-3486 THE INTER -CITY EXPRESS, OAKLAND (510) 2724747 ui OR# 3732239 NOTICE OF PUBLIC HEARING BEFORE THE SANTA ANA HISTORIC RESOURCES COMMISSION The City of Santa Ana encourages the public to participate in the decision - making process. We encourage you to contact us prior to the Public Hearing if you have any questions. Historic Resources Commission Action: The Historic Resources Commission will hold a Public Hearing to receive public testimony, and will take action on the item described below. Their decision is final unless appealed to the City Council within 10 days of the decision by any interested party or group. Project Location: 1908 North Greenleaf Street located within the Single Family Residential (R1) district zone. Project Applicant: Patrice and Donald Peterson (Property Owners) Project Description: The applicant is requesting approval of Historic Resources Commission Application No. 2023-17, Historic Register Categorization No. 2023- 03, and Historic Property Preservation Agreement No. 2023-09 to allow the placement and categorization in the Santa Ana Register of Historical Properties as "Key" for the above mentioned property and to execute a Historic Property Preservation Agreement with the City of Santa Ana. Environmental Impact: Pursuant to the California Environmental Quality Act (CEQA) and the CEQA Guidelines, the project is exempt from further review under Section 15331, Class 31, as this action is designed to preserve a historic resource. Categorical Exemption No. ER- 2023-78 will be filed for this project. Meeting Details: This matter will be heard on Thursday, September 7, 2023, at 4:30 p.m. in the City Council Chambers, 22 Civic Center Plaza, Santa Ana, CA 92701. Members of the public may attend this meeting in -person or join via Zoom. For the most up to date information on how to participate virtually in this meeting, please visit www.santa- ana.org/pb/meeting-parUcipation. Written Comments: If you are unable to participate in the meeting, you may send written comments by e-mail to PBAeComments(cDsanta-ana.org (reference the topic in the subject line) or mail to Nuvia Ocampo, Recording Secretary, City of Santa Ana, 20 Civic Center Plaza — M20, Santa Ana, CA 92701. Deadline to submit written comments is 3:00 p.m. on the day of the meeting. Comments received after the deadline may not be distributed to the Commission but will be made part of the record. Where To Get More Information: Additional details regarding the proposed action(s), including the full text of the discretionary item, may be found on the City website 72 hours prior to the public hearing at: https://santa- ana. pri megov.com/public/portal. Who To Contact For Questions: Should you have any questions, please contact Andrea Dumovich Heywood with the Planning and Building Agency at Aheywood@santa-ana.org or 714-647- 5899. Note: If you challenge the decision on the above matter, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the Historic Resources Commission or City Council of the City of Santa Ana at, or prior to, the public hearing. Si tiene preguntas an espafiol, favor de Hamer a Nuvia Ocampo at (714) 667- 2732. Neu can lien I@c bang tieng Vigt, An dign tho@i cho Tony Lai so (714) 565- 2627. 8/23/23 OR-3732239# ' CITY OF SANTA ANA Planning and Building Agency 20 Civic Center Plaza • P.O. Box 1988 Santa Ana, California 92702 www.santa-ana.org/pba NOTICE OF PUBLIC HEARING BEFORE THE SANTA ANA HISTORIC RESOURCES COMMISSION The City of Santa Ana encourages the public to participate in the decision -making process. This notice is being sent to those who live or own property within 500 feet of the project site or who have expressed an interest in the proposed action. We encourage you to contact us prior to the Public Hearing if you have any questions. Historic Resources Commission Action: The Historic Resources Commission will hold a Public Hearing to receive public testimony, and will take action on the item described below. Their decision is final unless appealed to the City Council within 10 days of the decision by any interested party or group. Project Location: 1908 North Greenleaf Street located within the Single Family Residential (R1) district zone. Project Applicant: Patrice and Donald Peterson (Property Owners) Project Description: The applicant is requesting approval of Historic Resources Commission Application No. 2023-17, Historic Register Categorization No. 2023-03, and Historic Property Preservation Agreement No. 2023-09 to allow the placement and categorization in the Santa Ana Register of Historical Properties as "Key" for the above mentioned property and to execute a Historic Property Preservation Agreement with the City of Santa Ana. Environmental Impact: Pursuant to the California Environmental Quality Act (CEQA) and the CEQA Guidelines, the project is exempt from further review under Section 15331, Class 31, as this action is designed to preserve a historic resource. Categorical Exemption No. ER-2023-78 will be filed for this project. Meeting Details: This matter will be heard on Thursday, September 7, 2023, at 4:30 p.m. in the City Council Chambers, 22 Civic Center Plaza, Santa Ana, CA 92701. Members of the public may attend this meeting in -person or join via Zoom. For the most up to date information on how to participate virtually in this meeting, please visit www.santa-ana.org/pb/meeting-participation. Written Comments: If you are unable to participate in the meeting, you may send written comments by e-mail to PBAeComments(a-)santa-ana.orq (reference the topic in the subject line) or mail to Nuvia Ocampo, Recording Secretary, City of Santa Ana, 20 Civic Center Plaza — M20, Santa Ana, CA 92701. Deadline to submit written comments is 3:00 p.m. on the day of the meeting. Comments received after the deadline may not be distributed to the Commission but will be made part of the record. Where To Get More Information: Additional details regarding the proposed action(s), including the full text of the discretionary item, may be found on the City website 72 hours prior to the public hearing at: https://santa-ana.primegov.com/public/portal. Who To Contact For Questions: Should you have any questions, please contact Andrea Dumovich Heywood with the Planning and Building Agency at Aheywood(a-)santa-ana.orq or 714-647-5899. Historic Resources Commission 1 — 32 9/7/2023 Note: If you challenge the decision on the above matter, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the Historic Resources Commission or City Council of the City of Santa Ana at, or prior to, the public hearing. Historic Resources Commission 2 — 24 11/7/2023 Si tiene preguntas en espanol, favor de Ilamar a Nuvia Ocampo al (714) 667-2732. Neu can lien lac bang tieng Viet, An dien thoai cho Tony Lai so (714) 565-2627. 500' RADIUS NOTIFICATION MAP — 1908 North Greenleaf Street 500-Foot Buffer Map Historic Resources Commission 1 — 33 9/7/2023 Id '46 " 41, k 0-17 40 Mol Pr SWf r7 Historic Resources Commission 1 —34 9/7/2023 s� r', All. u -"'! � ric ReE NOTICE HISTORIC THE SAC NEARING the pit STORIC RES NTA ANA Y of Santa Ana encoura es the RESOURCES cOMM�SSION Ne encourage 9 9 you to contact us public to participate in the decision - prior to the Public Hearin makin ie ring Resources Commission Action: The Historic Resources Commission wll nNdpa p„nig. fearing to receive have anYquestions. Sfinalunlessa public testimony, and will take action on the itemdescri bed appealed to the City Council within 10 days of the decision ybany interested elow ' or group. Project Location: 1908 North Greenleaf Street located within the Single Family Resioerto - district zone. Project Applicant: Patrice and Donald Peterson (Property Owners) Project Description: The applicant is requesting approval of Historic Rea Application No. 2023-17, Historic Register Categorization No 2023 03 and h Preservation Agreement No 2023-09 to allow the placement and categonzaton Register of Historical Properties as "Key" for the above mentioned Property a . Historic Property Preservation Agreement with the City of Santa aria Environmental Impact( Pursuant exempt toe cafodhearEnv,roeview de CEQA Guidelines, the p 1oncal ex action is designed to preserve a historic resource. Categ fled for this project. Sept"ber 7.2023. at1:30 p.m. heard on Thursday'na. CA 92701 Members a n This matter will be Santa A moetdptodale Pro""' w� Mee Details: 22 Civic Center Plaza. For the (son or join via Zoom. City Council Chambers in person Via, is a ,a = v a e e w m may attend this meeting ease wsit t_-' nria yam' virtually in this meeting. p artiupate m the rope k 4oeI;, e ,v to participate are unable to P s 9r9 deferemre,t,, a C"te Pa a dMe Co' —'al (L hA tiecre ary t �'tY of Santa nts is 3 Ana I ,.n the My written "` e-mail t0 comma comments by pi 3mt c Rya d to submrt written „t to d inly mail to Nuv�a a t)1 peadlme the deedl,ne msy saflia 9er re >datte on.riBetai<re9`(dryµi,ierh ,a��1f n-Add' n,t or ,,=,t 1. toore_Informauo r I' t �eaflriy f pl2nn'rnl ,.. ,nor �e v� r ,r,rddin n tn' a prn U owl ep` d OW W �u en ..'r oweR '° Nvs N �arw� 1D rwYr" `' t7'v Y ve"#„ �e n+e a Pr W � to r' rr e preti�nte beep t*W S 1 — 35 AP., 4 , '. t a RECORDING REQUESTED BY AND WHEN RECORDED MAIL TO: City of Santa Ana 20 Civic Center Plaza (M-30) Santa Ana, CA 92702 Attn: City Clerk's Office FREE RECORDING PURSUANT TO GOVERNMENT CODE § 27383 HISTORIC PROPERTY PRESERVATION AGREEMENT This Historic Property Preservation Agreement ("Agreement") is made and entered into by and between the City of Santa Ana, a charter city and municipal corporation duly organized and existing under the Constitution and laws of the of the State of California (hereinafter referred to as "City"), and 4th and Broadway OZ SPE, LLC, a Delaware Limited Liability Company, (hereinafter collectively referred to as "Owner"), owner of real property located at 302 West Fourth Street, Santa Ana, California, in the County of Orange and listed on the Santa Ana Register of Historical Properties. RECITALS A. The City Council of the City of Santa Ana is authorized by California Government Code Section 50280 et seq. (known as the "Mills Act") to enter into contracts with owners of qualified historical properties to provide for appropriate use, maintenance, rehabilitation and restoration such that these historic properties retain their historic character and integrity. B. The Owner possesses fee title in and to that certain qualified real property together with associated structures and improvements thereon, located at 302-308 % West Fourth Street and 324 North Broadway, Santa Ana, CA, 92701 (collectively referred to as 302 West Fourth Street, Santa Ana, CA 92701) and more particularly described in Exhibit "A," attached hereto and incorporated herein by reference, and hereinafter referred to as the "Historic Property." C. The Historic Property is officially designated on the Santa Ana Register of Historical Properties pursuant to the requirements of Chapter 30 of the Santa Ana Municipal Code. D. City and Owner, for their mutual benefit, now desire to enter into this Agreement which defines and limits the use and alteration of this Historic Property in order to enhance and maintain its value as a cultural and historical resource for Owner and for the community; to prevent inappropriate alterations to the Historic Property and to ensure that repairs, additions, new building, and other changes are appropriate; and to ensure that rehabilitation and maintenance are carried out in an exemplary manner. Exhibit 3 MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 E. Owner and City intend to carry out the purposes of California Government Code, Chapter 1, Part 5 of Division 1 of Title 5, Article 12, Section 50280 et seq., which will enable the Historic Property to qualify for an assessment of valuation as a restricted historical property pursuant to Article 1.9, Sec. 439 et seq., Chapter 3 Part 2 of Division 1 of the California Tax and Revenue Code. NOW, THEREFORE, the City of Santa Ana and the Owner of the Historic Property agree as follows: 1. Effective Date and Terms of Agreement. This Agreement shall be effective and commence on November 8, 2023, and shall remain in effect for a term of ten (10) years thereafter. Each year, upon the anniversary of the effective date of this Agreement, such initial term will automatically be extended as provided in California Government Code Sections 50280 through 50290 and in Section 2, below. 2. Renewal. a. Each year on the anniversary of the effective date of this Agreement, a year shall automatically be added to the initial ten (10) year term of this Agreement unless written notice of nonrenewal is served as provided herein. b. If the Owner or the City desire(s) in any year not to renew the Agreement, the Owner or City shall serve written notice of nonrenewal of the Agreement on the other party. Unless such notice is served by the Owner to the City at least ninety (90) days prior to the annual renewal date, or served by the City to the Owner at least sixty (60) days prior to the annual renewal date, one (1) year shall automatically be added to the term of the Agreement as provided herein. C. Within 30 days from receipt of City's notice of nomenewal, the Owner may file a written protest of City's decision of nonrenewal. The City may, at any time prior to the annual renewal date of the Agreement, withdraw its notice to the Owner of nonrenewal. d. If either the Owner or the City serves notice to the other of nonrenewal in any year, the Agreement shall remain in effect for the balance of the term then remaining, either from its original execution or from the last renewal of the Agreement, whichever may apply. 3. Standards and Conditions for Historic Property. During the term of this Agreement, the Historic Property shall be subject to the following conditions, requirements and restrictions: a. Owner shall maintain the Historic Property in a good state of repair and shall preserve, maintain, and, where necessary, restore or rehabilitate the property and its character - defining features described in the "Historical Property Description" attached hereto, marked as Exhibit B, notably the general architectural form, style, materials, design, scale, proportions, organization of windows, doors, and other openings, textures, details, mass, roof line, porch and other aspects of the appearance of the exterior to the satisfaction of the City. -2- MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 b. All changes to the Historic Property shall comply with applicable City plans and regulations, and conform to the rules and regulations of the Office of Historic Preservation of the State Department of Parks and Recreation, namely the U.S. Secretary of the Interior's Standards and Guidelines for Historic Preservation Projects. These guidelines are attached hereto, marked as Exhibit C, and incorporated herein by this reference. Owner shall continually maintain the Historic Property in the same or better condition. C. A view corridor enabling the general public to see the Historic Property from the public right-of-way shall be maintained, and Owner shall not be permitted to block the view corridor to the property with any new structure, such as walls, fences or shrubbery, so as to prevent the viewing of the historic landmark by the public. d. The following are prohibited: demolition of the Historic Property or destruction of character -defining features of the building or site; removal of trees and other major vegetation unless removal is approved by a rehabilitation plan approved by the Historic Resources Commission; paving of yard surface; exterior alterations or additions unless approved by the Historic Resources Commission and such alterations are in keeping with the Secretary of Interior's Standards; deteriorating, dilapidated or unrepaired structures such as fences, roofs, doors, walls, and windows; storage of junk, trash, debris, discarded or unused objects such as cars, appliances, or furniture; and other unsightly by decoration, structure or vegetation which is unsightly by reason of its height, condition, or inappropriate location. e. Owner shall allow reasonable periodic inspection by prior appointment, as needed or at least every five (5) years after the initial inspection, of the interior and exterior of the Historic Property by representatives of the City of Santa Ana, the County Assessor, the State Department of Parks and Recreation, and the State Board of Equalization, to determine the Owner's compliance with the terms and provisions of this Agreement. f. Owner shall implement the rehabilitation and restoration work items as discussed in detail in Exhibit D, "Proposed Structure Improvements." All work items shall be completed within the first ten years of the Mills Act Agreement. Proof of status and completion, as requested from time to time by the City of Santa Ana, will be required in order to satisfy and maintain the Mills Act Agreement. Staff approval is required before items shall be amended or removed/replaced from the improvements list. 4. Furnishing of Information. The Owner hereby agrees to furnish the City with any and all information requested which may be necessary or advisable to determine compliance with the terms and provisions of this Agreement. 5. Cancellation. a. The City, following a duly noticed public hearing by the City Council as set forth in Government Code Section 50280, et. seq., may cancel this Agreement if it determines that the Owner have breached any of the conditions of this Agreement, or has allowed the property to -3- MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 deteriorate to the point that it no longer meets the standards for a qualified Historic Property, or if the City determines that the Owner have failed to restore or rehabilitate the property in the manner specified in Section 3 of this Agreement. If a contract is cancelled for these reasons, the Owner shall pay a cancellation fee to the County Auditor as set forth in Government Code Section 50286. This cancellation fee shall be a percentage (currently set at twelve and one-half (12 '/2) percent by Government Code Section 50286) of the current fair market value of the property at the time of the cancellation, as determined by the county assessor, without regard to any restriction imposed pursuant to this Agreement. b. If the Historic Property is destroyed by earthquake, fire, flood or other natural disaster such that in the opinion of the City Building Official more than sixty (60) percent of the original fabric of the structure must be replaced, this Agreement shall be canceled immediately because, in effect, the historic value of the structure will have been destroyed. No fee shall be imposed in the case of destruction by acts of God or natural disaster. C. If the Historic Property is acquired by eminent domain and the City Council determines that the acquisition frustrates the purpose of this Agreement, this Agreement shall be cancelled and no fee imposed, as specified in Government Code Section 50288. 6. Enforcement of Agreement. a. In lieu of and/or in addition to any provisions to cancel the Agreement as referenced herein, City may specifically enforce, or enjoin the breach of, the terms of the Agreement. In the event of a default, under the provisions to cancel the Agreement by Owner, the City shall give written notice to Owner by registered or certified mail, and if such a violation is not corrected to the reasonable satisfaction of the City Manager or designee within thirty (30) days thereafter, or if not corrected within such a reasonable time as may be required to cure the breach or default, or default cannot be cured within thirty (30) days (provided that acts to cure the breach or default may be commenced within thirty (30) days and shall thereafter be diligently pursued to completion by Owner), then City may, without further notice, declare a default under the terms of this Agreement and may bring any action necessary to specifically enforce the obligations of Owner growing out of the terms of this Agreement, apply to any court, state or federal, for injunctive relief against any violation by Owner or apply for such relief as may be appropriate. b. City does not waive any claim of default by the Owner if City does not enforce or cancel this Agreement. All other remedies at law or in equity which are not otherwise provided for in this Agreement or in City's regulations governing historic properties are available to City to pursue in the event that there is a breach of this Agreement. No waiver by City of any breach or default under this Agreement shall be deemed to be a waiver of any other subsequent breach thereof or default hereunder. -4- MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 7. Binding effect of Agreement. a. Owner hereby subjects the Historic Property, located at 302 West Fourth Street, Assessor Parcel Number, 398-591-05, and more particularly described in Exhibit A, in the City of Santa Ana, to the covenants, conditions, and restrictions as set forth in this Agreement. b. City and Owner hereby declare their specific intent that the covenants, conditions and restrictions as set forth herein shall be deemed covenants running with the land and shall pass to and be binding upon Owner's successors and assigns in title or interest to the Historic Property. Every contract, deed, or other instrument hereinafter executed, covering or conveying the Historic Property or any portion thereof, shall conclusively be held to have been executed, delivered, and accepted subject to the tenants, restrictions, and reservations expressed in this Agreement regardless of whether such covenants, conditions and restrictions are set forth in such contract, deed, or other instrument. C. This property is listed in the Santa Ana Register of Historical Properties (Register) and is located in the Downtown Register National Historic District. In any real property transaction, the owner of this property or the owner's representative shall provide the buyer of this property with notice that the property is listed on the City's historic Register and is located within the Downtown Register National Historic District. 8. No Compensation. Owner shall not receive any payment from City in consideration of the obligation imposed under this Agreement, it being recognized that the consideration for the execution of this Agreement is the substantial public benefit to be derived therefrom and the advantage that will accrue to Owner as a result of the effect upon the assessed value of the Property on the account of the restrictions on the use and preservation of the Property. 9. Notice. Any notice required by the terms of this Agreement shall be sent to the address of the respective parties as specified below or at other addresses that may be later specified by the parties hereto. City: City of Santa Ana 20 Civic Center Plaza (M-30) Santa Ana, CA 92702 Attn: City Clerk's Office Owners: 4th and Broadway OZ SPE, LLC, a Delaware Limited Liability Company Attn: Jeff Pintar 302 West Fourth Street Santa Ana, CA 92701 -5- MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 10. General Provisions. a. None of the terms, provisions, or conditions of this Agreement shall be deemed to create a partnership between the parties hereto and any of their heirs, successors, or assigns, nor shall such terms, provisions or conditions cause them to be considered joint ventures or members of any joint enterprise. b. The Owner agrees to and shall indemnify and hold the City and its elected and appointed officials, officers, agents, and employees harmless from liability for damage or claims for damage for personal injuries, including death, and claims for property damage which may arise from the direct or indirect use or operations of the Owner or those of his or her contractor, subcontractor, agent, employee, or other person acting on his or her behalf which relates to the use, operation, and maintenance of the Historic Property. The Owner hereby agrees to and shall defend the City and its elected and appointed officials, officers, agents, and employees with respect to any and all actions for damages caused by, or alleged to have been caused by, reason of the Owner's activities in connection with the Historic Property. C. This hold harmless provision applies to all damages and claims for damages suffered, or alleged to have been suffered, and costs of defense incurred, by reason of the operations referred to in this Agreement regardless of whether or not City prepared, supplied, or approved the plans, specifications or other documents for the Historic Property. d. All of the agreements, rights, covenants, conditions, and restrictions contained in this Agreement shall be binding upon and shall inure to the benefit of the parties herein, their heirs, successors, legal representatives, assigns, and all persons acquiring any part or portion of the Historic Property, whether by operation of law on in any manner whatsoever. e. In the event legal proceedings are brought by any party or parties to enforce or restrain a violation of any of the covenants, reservations, or restrictions contained herein, or to determine the rights and duties of any party hereunder, the prevailing party in such proceeding may recover all reasonable attorney's fees to be fixed by the court, in addition to court costs and other relief ordered by the court. f. In the event that any of the provisions of this Agreement are held to be unenforceable or invalid by any court of competent jurisdiction, or by subsequent preemptive legislation, the validity and enforceability of the remaining provisions, or portions thereof, shall not be effected thereby. g. This Agreement shall be construed and governed in accordance with the laws of the State of California, with venue in Orange County. -6- MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 11. Recordation. No later than twenty (20) days after the parties execute and enter into this Agreement, the City shall cause this Agreement to be recorded in the office of the County Recorder of the County of Orange. 12. Amendments. This Agreement may be amended, in whole or in part, only by a written recorded instrument executed by the parties hereto. 13. Effective Date This Agreement shall be effective on the day and year first written above in Section 1. {Signature page followsl -7- ATTEST: JENNIFER L. HALL Clerk of the Council OWNER Date: APPROVED AS TO FORM: SONIA CARVALHO City Attorney By: Blt�NDON SALVATIERRA Deputy City Attorney MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 CITY OF SANTA ANA KRISTINE RIDGE City Manager By: JEFF PINTAR 4th and Broadway OZ SPE, LLC, a Delaware Limited Liability Company RECOMMENDED FOR APPROVAL: MINH THAI Executive Director Planning and Building Agency -8- MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 EXHIBIT A LEGAL DESCRIPTION THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF SANTA ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA, AND IS DESCRIBED AS FOLLOWS: THAT PORTION OF THE REAL PROPERTY RECORDED DECEMBER 30, 1957, IN BOOK 4150, PAGE 305, OF OFFICIAL RECORDS OF CITY OF SANTA ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA, DESCRIBED FOLLOWS: BEGINNING AT THE INTERSECTION OF THE SOUTH LINE OF FOURTH STREET WITH THE WEST LINE OF BROADWAY; THENCE WEST ALONG THE SOUTH LINE OF FOURTH STREET, 92.15 FEET; THENCE SOUTH 100 FEET; THENCE EAST 92.15 FEET; THENCE NORTH 100 FEET TO THE POINT OF BEGINNING. Assessor's Parcel Number: 398-591-05 -9- Exhibit B NAME Gilroaker Block REF. NO. ADDRESS 302-308 W. 4th Street/324 N. Broadway CITY Santa Ana ZIP 1 92701 ORANGE COUNTY YEAR BUILT 1920 LOCAL REGISTER CATEGORY: Key 'STORIC DISTRICT Santa Ana Downtown NEIGHBORHOOD NATIONAL REGISTER CRITERIA FOR EVALUATION C NATIONAL REGISTER STATUS CODE I ID Location: ❑ Not for Publication ® Unrestricted USGS 7.5" Quad Date: T R —of —of Sec B.M ❑ Prehistoric ® Historic ❑ Both ARCHITECTURAL STYLE: Other DESCRIPTIONBACKGROUND RELATED TO PERIOD ARCHITECTURE: This utilitarian building reflects its function rather than the influence of any architectural style or movement. cinWstorl0templatesTourth 302 W 2120/01 HRCA 01-12/HRC 01-12 EXHIBIT 3 CONSTRUCTION HISTORY: (Construction data, alterations, and date of alterations) Built in 1920 (Edwin C. Thorne, architect; R. C. McMillian, contractor) )refront alterations mid 1960s -,srtified rehabilitation 1987 RELATED FEATURES: (Other important features such as barns, sheds, fences, prominent or unusual trees, or landscape) None. DESCRIPTION: (Describe resource and its major elements. Include design, materials, condition, alterations, size, settings, and boundaries.) Occupying the southwest corner of N. Broadway and W. 4th Streets, the Gilmaker Block is a one story commercial building of brick construction. Piers divide the primary (north) elevation into four equal sized bays containing glazed storefronts. Two additional bays are located on the east elevation, along with a larger expanse containing an assortment of windows and entries. Transoms top windows and doors, and black tile faces the bulkheads. The focus of the design is the white glazed brick trim that outlines the piers and door surrounds, defines the frieze, and embellishes the parapet. Triangular ornaments adorn the piers. The parapet hides the roof, and is punctuated by the tops of the piers. Recently rehabilitated, the building today reflects the tradition of brick commercial construction influenced by the vocabulary of classical building styles. HISTORIC HIGHLIGHTS: According to previous survey and research, the Gilmaker Block was either an extensive remodel of an 1888 brick building or the construction of a new building on an older foundation (Thomas 7:31). From the 1890s until 1909, an intricate Queen Anne fagade covered the 302-306 portions of the building and faced onto Broadway, and the corner shops were occupied by grocery and produce businesses. Edwin C. Thorne of Los Angeles designed this new fagade in 1920. By 1929, McCoy Drug Company occupied 302 W. 4th, where it continued until 1940. At that time it changed to Gorzman's Drugs. At the west end of the building, 308 W. 0 was a restaurant after 1916 and continued as such under a variety of names until 1934. The H. W. Thomas shoe store occupied the space for many years, starting in 1939. (Les, 43) RESOURCE ATTRIBUTF,S: (List attributes and codes from Appendix 4 of Instructions for Recording Historical Resources, Office of Historic Preservation.) (UP 6) 1-3 story commercial building Page 4 cmUstodr\templates\Fburtll 302 w 2120101 RESOURCES PRESENT: Building ❑ Structure ❑ Object MOVED? ® No ❑ Yes ❑ Unknown ❑ Site ❑ District ® Element of District Date: Original Location: ❑ Other STATEMENT OF SIGNIFICANCE: (Discuss importance in terms of historical or architectural context as defined by theme, period, geographic scope, and integrity.) Santa Ana was founded by William Spurgeon in 1869 as a speculative townsite on part of the Spanish land grant known as Rancho Santiago de Santa Ana. Early growth and development was stimulated by the arrival of the Southern Pacific Railroad in 1878 and the Santa Fe Railroad in 1886. By the end of the 1880s, Santa Ana's downtown business district was defined by five city blocks of brick commercial buildings on 4th Street, with the heart of the city at the intersection of 4th and Main Streets. (Thomas, 8:1) By the turn of the century and into the 1920s, older building facades were being updated and renewed by remodeling, a practice that intensified following the 1933 earthquake. The Gilmaker Block is an 1888 building that either was extensively remodeled or rebuilt by architect Edwin C. Thorne in 1920. The building has architectural significance as an appropriately rehabilitated example of the brick vernacular commercial style that was prevalent on smaller commercial building in towns across the west. As a result of the rehabilitation, the building illustrates many of the characteristics of this building type, including the use of glazed brick to define traditional building features; brick construction; recessed entrances flanked by large display windows; glazed transoms; and an overall balanced appearance. AIthough altered, the Gilmaker Block effectively conveys its style and period of construction. Character -defining exterior features which should be preserved include, but are not limited to: brick exterior; glazed brick trim; parapet; bay divisions articulated by piers; and architectural ornamentation. MMARY/CONCLUSION: This building was listed in the National Register of Historic Places in 1987 as a contributor to the Downtown Historic District, following completion of a certified rehabilitation. Under the regulations implementing the California Register of Historical Resources, the building is also listed in the California Register. As a well -articulated example of a building type prevalent during the first quarter of the 20`h century, the Gilmaker Block satisfies Criterion I for inclusion in the Santa Ana Register of Historical Property. Additionally, the property has been categorized as "Key" because it has a "distinctive architectural style and quality" and "is characteristic of a significant period in the history of the City of Santa Ana" (Municipal Code, Section 30-2.2(2)). OWNER AND ADDRESS: Bruno and Raquel Ledwin P. O. Box 7677 Laguna Niguel, CA 92607 cmUstoriclterMIateslFoulh 302 W 2/20l01 RECORDED BY: (Name, affiliation, and address) Leslie Heumann & Liz Carter Science Applications International Corporation 35 S. Raymond Avenue, Suite 204, Pasadena, CA 91105 DATE RECORDED: January 19, 2001 SURVEY TYPE: (Intensive, reconnaissance, or other) Intensive Survey Update REPORT CITATION: (Cite survey report and other sources) Les, Kathleen. "Santa Ana Historic Survey, Final Resources Inventory: Downtown." May 1980. Thomas, Harold M. "Downtown Santa Ana Historic District" National Register nomination form, 1984. REFERENCES: (List documents, date of publication, and page numbers. May also include oral interviews.) Harris, Cyril M. American Architecture: An Illustrated Encyclopedia. New York, W W Norton, 1998. Heritage Orange County Inc. "Downtown Santa Ana Historic District Walking Tour." nd. McAlester, Virginia and Lee. A Field Guide to American Houses. New York: Alfred A. Knopf, 1984, National Register Bulletin 16A. "How to Complete the National Register Registration Form." Washington DC: National Re ister Branch, National Park Service, US Department of the Interior, 1991. Whiffen, Marcus. American Architecture Since 1780. Cambridge: MIT Press, 1969. EVALUATOR: Leslie Heumann DATE OF EVALUATION: January 19, 2001 XPLANATION OF CODES: o National Register Criteria for Evaluation: (From Appendix 7 of Instructions for Recording Historical Resources, Office of. Historic Preservation) C: that embody the distinctive characteristics of a type, period, method of construction, or that represent the work of a master, or that possess high artistic values, or that represent a significant and distinguishable entity whose components may lack individual distinction National Register Status Code: (From Appendix 2 of Instructions for Recording Historical Resources, Office of Historic Preservation) 1D: Contributor to a listed district cmWstodcVemplates\Fourth 302 W 2J20101 MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 Exhibit C Exterior work shall be reviewed by the Historic Resources Commission and subject to the U.S. Secretary of the Interior's Standards for Rehabilitation of Historic Buildings, as follows: 1. Every reasonable effort shall be made to provide a compatible use for a property which requires minimal alteration of the building, structure, or site and its environment, or to use a property for its originally intended purpose. 2. The distinguishing original qualities or character of a building, structure or site and its environment shall not be destroyed. The removal or alteration of any historic material or distinctive architectural features should be avoided when possible. 3. All buildings, structures, and sites shall be recognized as products of their own time. Alterations that have no historical basis and which seek to create an earlier appearance shall be discouraged. 4. Changes which may have taken place in the course of time are evidence of the history and development of a building, structure, or site and its environment. These changes may have acquired significance in their own right, and this significance shall be recognized and respected. 5. Distinctive stylistic features or examples of skilled craftsmanship which characterize a building, structure, or site shall be treated with sensitivity. 6. Deteriorated architectural features shall be repaired rather than replaced, whenever possible. In the event replacement is necessary, the new material should match the material being replaced in composition, design, color, texture, and other visual qualities. Repair or replacement of missing architectural features should be based on accurate duplications of features, substantiated by historic, physical, or pictorial evidence rather than on conjectural designs or the availability of different architectural elements from the other buildings or structures. 7. The surface cleaning of structures shall be undertaken with the gentlest means possible. Sandblasting and other cleaning methods that will damage the historic building materials shall not be undertaken. 8. Every reasonable effort shall be made to protect and reserve archaeological resources affected by, or adjacent to any project. 9. Contemporary design for alterations and additions to existing properties shall not be discouraged when such alterations and additions do not destroy significant historical, architectural or cultural material, an such design is compatible with -1- MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 size, scale, color, material and character of the property, neighborhood, or environment. 10. Wherever possible, new additions or alterations to structures shall be done in such a manner that if such additions or alterations need to be removed in the future, the essential form and integrity of the structure would be unimpaired. -2- Exhibit D Proposed Structure Improvements ("Work Plan") 302 West Fourth Street Year Improvement 2024 Renovation of existing building, including seismic retrofitting, new roof installation, utility upgrades, tenant improvements, and addition of a new rooftop unit. 2024 Interior conversion of the unit addressed as 302 West Fourth Street from existing commercial retail space to a new restaurant use 2024 All character -defining features on the north and east facades will be protected and repaired in -kind as needed, which includes original brick exterior, glazed brick trim, parapet, bay divisions articulated by piers, and architectural ornamentation. 2024 The storefront addressed 304 West Fourth Street is composed of non -original replacement materials (aluminum -framing and replacement glazing) and will be restored to original wood -frame and glazing materials to match the original materials on the adjacent storefronts. 2024 The two storefronts addressed 306 and 308 West Fourth Street, each feature a wood spacer between them in order to support a wall between the two retail spaces. The spacers at the doors and between the upper transoms will be removed in order to align the doors as true double -doors. The transoms will be restored as a single transom at each storefront. 2024 Addition of two new accordion -style aluminum metal doors with glazing, which will replace non -original windows at the east facade (while maintaining and protecting in place the original multilight transoms above) 2024 Building code modifications to the existing paired pedestrian doors on the east facade, which consist of changing the door swing orientation, lowering the floors, and removing the exterior steps. 2024 Wall at rear (south) facade to be rebuilt for structural purposes. New wall will reuse existing brick as feasible and include new door and window openings. New wall design to reflect existing design to amount feasible in order to preserve historic character. Planning and Building Agency Item # c City of Santa Ana 20 Civic Center Plaza, Santa Ana, CA 92701 Historic Resources Commission Staff Report September 7, 2023 Topic: HPPA No. 2023-08 — The Gilmaker Block (302 W. Fourth Street) RECOMMENDED ACTION Recommend that the City Council authorize the City Manager and City Clerk to execute a Historic Property Preservation Agreement (Mills Act) with Jeff Pintar, representing 4th and Broadway OZ SPE, LLC, a Delaware Limited Liability, for the property located at 302 West Fourth Street, subject to non -substantive changes approved by the City Manager and City Attorney (Exhibit 1). EXECUTIVE SUMMARY Jeff Pintar, representing 4th and Broadway OZ SPE, LLC, a Delaware Limited Liability, is requesting approval to execute a Mills Act Agreement with the City of Santa Ana for an existing commercial property located at 302 West Fourth Street that is currently listed on the Santa Ana Register of Historical Properties. DISCUSSION Project Location and Site Description The subject property, known as the Gilmaker Block (which is one building addressed as 302-308 '/2 West Fourth Street and 324 North Broadway), consists of an existing single - story 8,863-square-foot commercial building on a zero lot line. The building is an appropriately rehabilitated example of the brick vernacular commercial style that was prevalent on smaller commercial buildings in towns across the west (Exhibit 2). The Gilmaker Block is a contributor to the National Register -listed Downtown Santa Ana Historic District. The property is also individually listed as No. 244 on the Santa Ana Register of Historical Properties ("Register"). It was placed on the Register in 2001 and was categorized as "Key." Although the resolution and accompanying executive summary approving the Gilmaker Block as No. 244 on the Register could not be located, the meeting minutes for the Historic Resources Commission hearing dated March 1, 2001, approving the Gilmaker Block for listing on the Register, is attached to this report. Historic Resources Commission c — 1 9/7/2023 Exhibit 4 HPPA No. 2023-08 — The Gilmaker Block (302 W. Fourth Street) September 7, 2023 Page 2 Analysis of the Issues Ordinance No. NS-2382 authorized the Historic Resources Commission to execute Historic Property Preservation Agreements (HPPA), commonly known as Mills Act agreements, for eligible properties. The property is listed on the Register and categorized as Key, making it eligible for a Mills Act Agreement. The agreement provides monetary incentives to the property owner in the form of a property tax reduction in exchange for the owner's voluntary commitment to maintain the property in a good state of repair as necessary to maintain its character and appearance. Once recorded, the agreement generates a different valuation method in determining the property's assessed value, resulting in tax savings for the owner. Aside from the tax savings, the benefits include: • Long term preservation of the property and visual improvement to the neighborhood • Allows for a mechanism to provide for property rehabilitation • Provides additional incentive for potential buyers to purchase historic structures • Discourages inappropriate alterations to the property In 2001, the Historic Resources Commission placed the Gilmaker Block on the Register and within the "Key" category because of its distinctive architectural style and quality, and being characteristic of a significant period in the history of the City of Santa Ana. Character -defining exterior features of the Gilmaker Block that should be preserved include, but may not be limited to: brick exterior; glazed brick trim; parapet; bay divisions articulated by piers; and architectural ornamentation. In May 2023, the property received approval by Santa Ana's Historic Resources Commission for an historic exterior modification application (HEMA), HEMA No. 2023-02, consisting of renovating the existing commercial structure to accommodate three retail spaces and one restaurant. Additionally, the HEMA included exterior modifications consisting of a new 4,056-square-foot rooftop addition and 1,632-square-foot rooftop outdoor seating area with trellis as part of the new restaurant use. All approved exterior modifications were consistent with the Secretary of Interior Standards (SOIS) for Rehabilitation. Per the Conditions of Approval for HEMA No. 2023-02, staff will ensure that the proposed work will be completed in tandem with a qualified historic architect. The architect shall monitor the site monthly and provide updates to Planning Division staff during the entire construction period to ensure that the project is executed per the plans and follows the SOIS. Staff will ensure that all work is completed sensitively and will maintain the property's character defining features as part of the Mills Act Agreement for this property. Future improvements proposed by the property owner during the initial ten years of the Mills Act Agreement include all work approved as part of the May 2023 HEMA (interior and exterior modifications along with rooftop addition with trellis). The full improvement list, titled Attachment 5 - Proposed Structure Improvements— 302 West Fourth Street, is attached. Historic Resources Commission c — 2 9/7/2023 HPPA No. 2023-08 — The Gilmaker Block (302 W. Fourth Street) September 7, 2023 Page 3 Lastly, the site will be subject to general maintenance and upkeep requirements including, but not limited to, replacement or restoration of damaged character -defining features, painting, etc. These improvements will be subject to review and approval by staff. Upon consideration of the application, it is recommended that the City enter into a Historic Property Preservation Agreement. ENVIRONMENTAL IMPACT Pursuant to the California Environmental Quality Act (CEQA) and the CEQA Guidelines, the project is exempt from further review pursuant to Section 15331 of the CEQA Guidelines (Class 31 — Historical Resource Restoration/Rehabilitation) as these actions are designed to preserve historic resources. Based on this analysis, a Notice of Exemption, Environmental Review No. 2023-82, will be filed for this project. FISCAL IMPACT The Historic Property Preservation Agreement will reduce the Property Tax revenue account 01102002-50011 to the City by an estimated $4,123.35 annually, for a period of not less than ten years. EXHIBIT(S) 1 - Mills Act Agreement 2 - 500' Radius Map 3 - Site Photos — 302 West Fourth Street 4 - HRC Meeting Minutes dated March 1, 2001 (302 West Fourth Street) 5 — Proposed Structure Improvements — 302 West Fourth Street Submitted By: Andrea Heywood, Associate Planner Approved By: Minh Thai, Executive Director of Planning and Building Agency, Planning and Building Agency Historic Resources Commission c — 3 9/7/2023 RECORDING REQUESTED BY AND WHEN RECORDED MAIL TO: City of Santa Ana 20 Civic Center Plaza (M-30) Santa Ana, CA 92702 Attn: City Clerk's Office FREE RECORDING PURSUANT TO GOVERNMENT CODE § 27383 HISTORIC PROPERTY PRESERVATION AGREEMENT This Historic Property Preservation Agreement ("Agreement") is made and entered into by and between the City of Santa Ana, a charter city and municipal corporation duly organized and existing under the Constitution and laws of the of the State of California (hereinafter referred to as "City"), and 4th and Broadway OZ SPE, LLC, a Delaware Limited Liability Company, (hereinafter collectively referred to as "Owner"), owner of real property located at 302 West Fourth Street, Santa Ana, California, in the County of Orange and listed on the Santa Ana Register of Historical Properties. RECITALS A. The City Council of the City of Santa Ana is authorized by California Government Code Section 50280 et seq. (known as the "Mills Act") to enter into contracts with owners of qualified historical properties to provide for appropriate use, maintenance, rehabilitation and restoration such that these historic properties retain their historic character and integrity. B. The Owner possesses fee title in and to that certain qualified real property together with associated structures and improvements thereon, located at 302-308 % West Fourth Street and 324 North Broadway, Santa Ana, CA, 92701 (collectively referred to as 302 West Fourth Street, Santa Ana, CA 92701) and more particularly described in Exhibit "A," attached hereto and incorporated herein by reference, and hereinafter referred to as the "Historic Property." C. The Historic Property is officially designated on the Santa Ana Register of Historical Properties pursuant to the requirements of Chapter 30 of the Santa Ana Municipal Code. D. City and Owner, for their mutual benefit, now desire to enter into this Agreement which defines and limits the use and alteration of this Historic Property in order to enhance and maintain its value as a cultural and historical resource for Owner and for the community; to prevent inappropriate alterations to the Historic Property and to ensure that repairs, additions, new building, and other changes are appropriate; and to ensure that rehabilitation and maintenance are carried out in an exemplary manner. Historic Resources Commission c — 4 9/7/2023 MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 E. Owner and City intend to carry out the purposes of California Government Code, Chapter 1, Part 5 of Division 1 of Title 5, Article 12, Section 50280 et seq., which will enable the Historic Property to qualify for an assessment of valuation as a restricted historical property pursuant to Article 1.9, Sec. 439 et seq., Chapter 3 Part 2 of Division 1 of the California Tax and Revenue Code. NOW, THEREFORE, the City of Santa Ana and the Owner of the Historic Property agree as follows: 1. Effective Date and Terms of Agreement. This Agreement shall be effective and commence on November 8, 2023, and shall remain in effect for a term of ten (10) years thereafter. Each year, upon the anniversary of the effective date of this Agreement, such initial term will automatically be extended as provided in California Government Code Sections 50280 through 50290 and in Section 2, below. 2. Renewal. a. Each year on the anniversary of the effective date of this Agreement, a year shall automatically be added to the initial ten (10) year term of this Agreement unless written notice of nonrenewal is served as provided herein. b. If the Owner or the City desire(s) in any year not to renew the Agreement, the Owner or City shall serve written notice of nonrenewal of the Agreement on the other party. Unless such notice is served by the Owner to the City at least ninety (90) days prior to the annual renewal date, or served by the City to the Owner at least sixty (60) days prior to the annual renewal date, one (1) year shall automatically be added to the term of the Agreement as provided herein. C. Within 30 days from receipt of City's notice of nomenewal, the Owner may file a written protest of City's decision of nonrenewal. The City may, at any time prior to the annual renewal date of the Agreement, withdraw its notice to the Owner of nonrenewal. d. If either the Owner or the City serves notice to the other of nonrenewal in any year, the Agreement shall remain in effect for the balance of the term then remaining, either from its original execution or from the last renewal of the Agreement, whichever may apply. 3. Standards and Conditions for Historic Property. During the term of this Agreement, the Historic Property shall be subject to the following conditions, requirements and restrictions: a. Owner shall maintain the Historic Property in a good state of repair and shall preserve, maintain, and, where necessary, restore or rehabilitate the property and its character - defining features described in the "Historical Property Description" attached hereto, marked as Exhibit B, notably the general architectural form, style, materials, design, scale, proportions, organization of windows, doors, and other openings, textures, details, mass, roof line, porch and other aspects of the appearance of the exterior to the satisfaction of the City. Historic Resources Commission _ 2 _ c — 5 9/7/2023 MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 b. All changes to the Historic Property shall comply with applicable City plans and regulations, and conform to the rules and regulations of the Office of Historic Preservation of the State Department of Parks and Recreation, namely the U.S. Secretary of the Interior's Standards and Guidelines for Historic Preservation Projects. These guidelines are attached hereto, marked as Exhibit C, and incorporated herein by this reference. Owner shall continually maintain the Historic Property in the same or better condition. C. A view corridor enabling the general public to see the Historic Property from the public right-of-way shall be maintained, and Owner shall not be permitted to block the view corridor to the property with any new structure, such as walls, fences or shrubbery, so as to prevent the viewing of the historic landmark by the public. d. The following are prohibited: demolition of the Historic Property or destruction of character -defining features of the building or site; removal of trees and other major vegetation unless removal is approved by a rehabilitation plan approved by the Historic Resources Commission; paving of yard surface; exterior alterations or additions unless approved by the Historic Resources Commission and such alterations are in keeping with the Secretary of Interior's Standards; deteriorating, dilapidated or unrepaired structures such as fences, roofs, doors, walls, and windows; storage of junk, trash, debris, discarded or unused objects such as cars, appliances, or furniture; and other unsightly by decoration, structure or vegetation which is unsightly by reason of its height, condition, or inappropriate location. e. Owner shall allow reasonable periodic inspection by prior appointment, as needed or at least every five (5) years after the initial inspection, of the interior and exterior of the Historic Property by representatives of the City of Santa Ana, the County Assessor, the State Department of Parks and Recreation, and the State Board of Equalization, to determine the Owner's compliance with the terms and provisions of this Agreement. f. Owner shall implement the rehabilitation and restoration work items as discussed in detail in Exhibit D, "Proposed Structure Improvements." All work items shall be completed within the first ten years of the Mills Act Agreement. Proof of status and completion, as requested from time to time by the City of Santa Ana, will be required in order to satisfy and maintain the Mills Act Agreement. Staff approval is required before items shall be amended or removed/replaced from the improvements list. 4. Furnishing of Information. The Owner hereby agrees to furnish the City with any and all information requested which may be necessary or advisable to determine compliance with the terms and provisions of this Agreement. 5. Cancellation. a. The City, following a duly noticed public hearing by the City Council as set forth in Government Code Section 50280, et. seq., may cancel this Agreement if it determines that the Owner have breached any of the conditions of this Agreement, or has allowed the property to Historic Resources Commission _ 3 _ c — 6 9/7/2023 MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 deteriorate to the point that it no longer meets the standards for a qualified Historic Property, or if the City determines that the Owner have failed to restore or rehabilitate the property in the manner specified in Section 3 of this Agreement. If a contract is cancelled for these reasons, the Owner shall pay a cancellation fee to the County Auditor as set forth in Government Code Section 50286. This cancellation fee shall be a percentage (currently set at twelve and one-half (12 '/2) percent by Government Code Section 50286) of the current fair market value of the property at the time of the cancellation, as determined by the county assessor, without regard to any restriction imposed pursuant to this Agreement. b. If the Historic Property is destroyed by earthquake, fire, flood or other natural disaster such that in the opinion of the City Building Official more than sixty (60) percent of the original fabric of the structure must be replaced, this Agreement shall be canceled immediately because, in effect, the historic value of the structure will have been destroyed. No fee shall be imposed in the case of destruction by acts of God or natural disaster. C. If the Historic Property is acquired by eminent domain and the City Council determines that the acquisition frustrates the purpose of this Agreement, this Agreement shall be cancelled and no fee imposed, as specified in Government Code Section 50288. 6. Enforcement of Agreement. a. In lieu of and/or in addition to any provisions to cancel the Agreement as referenced herein, City may specifically enforce, or enjoin the breach of, the terms of the Agreement. In the event of a default, under the provisions to cancel the Agreement by Owner, the City shall give written notice to Owner by registered or certified mail, and if such a violation is not corrected to the reasonable satisfaction of the City Manager or designee within thirty (30) days thereafter, or if not corrected within such a reasonable time as may be required to cure the breach or default, or default cannot be cured within thirty (30) days (provided that acts to cure the breach or default may be commenced within thirty (30) days and shall thereafter be diligently pursued to completion by Owner), then City may, without further notice, declare a default under the terms of this Agreement and may bring any action necessary to specifically enforce the obligations of Owner growing out of the terms of this Agreement, apply to any court, state or federal, for injunctive relief against any violation by Owner or apply for such relief as may be appropriate. b. City does not waive any claim of default by the Owner if City does not enforce or cancel this Agreement. All other remedies at law or in equity which are not otherwise provided for in this Agreement or in City's regulations governing historic properties are available to City to pursue in the event that there is a breach of this Agreement. No waiver by City of any breach or default under this Agreement shall be deemed to be a waiver of any other subsequent breach thereof or default hereunder. Historic Resources Commission 4 c — 7 9/7/2023 MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 7. Binding effect of Agreement. a. Owner hereby subjects the Historic Property, located at 302 West Fourth Street, Assessor Parcel Number, 398-591-05, and more particularly described in Exhibit A, in the City of Santa Ana, to the covenants, conditions, and restrictions as set forth in this Agreement. b. City and Owner hereby declare their specific intent that the covenants, conditions and restrictions as set forth herein shall be deemed covenants running with the land and shall pass to and be binding upon Owner's successors and assigns in title or interest to the Historic Property. Every contract, deed, or other instrument hereinafter executed, covering or conveying the Historic Property or any portion thereof, shall conclusively be held to have been executed, delivered, and accepted subject to the tenants, restrictions, and reservations expressed in this Agreement regardless of whether such covenants, conditions and restrictions are set forth in such contract, deed, or other instrument. C. This property is listed in the Santa Ana Register of Historical Properties (Register) and is located in the Downtown Register National Historic District. In any real property transaction, the owner of this property or the owner's representative shall provide the buyer of this property with notice that the property is listed on the City's historic Register and is located within the Downtown Register National Historic District. 8. No Compensation. Owner shall not receive any payment from City in consideration of the obligation imposed under this Agreement, it being recognized that the consideration for the execution of this Agreement is the substantial public benefit to be derived therefrom and the advantage that will accrue to Owner as a result of the effect upon the assessed value of the Property on the account of the restrictions on the use and preservation of the Property. 9. Notice. Any notice required by the terms of this Agreement shall be sent to the address of the respective parties as specified below or at other addresses that may be later specified by the parties hereto. City: City of Santa Ana 20 Civic Center Plaza (M-30) Santa Ana, CA 92702 Attn: City Clerk's Office Owners: 4th and Broadway OZ SPE, LLC, a Delaware Limited Liability Company Attn: Jeff Pintar 302 West Fourth Street Santa Ana, CA 92701 Historic Resources Commission 5 c — 8 9/7/2023 MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 10. General Provisions. a. None of the terms, provisions, or conditions of this Agreement shall be deemed to create a partnership between the parties hereto and any of their heirs, successors, or assigns, nor shall such terms, provisions or conditions cause them to be considered joint ventures or members of any joint enterprise. b. The Owner agrees to and shall indemnify and hold the City and its elected and appointed officials, officers, agents, and employees harmless from liability for damage or claims for damage for personal injuries, including death, and claims for property damage which may arise from the direct or indirect use or operations of the Owner or those of his or her contractor, subcontractor, agent, employee, or other person acting on his or her behalf which relates to the use, operation, and maintenance of the Historic Property. The Owner hereby agrees to and shall defend the City and its elected and appointed officials, officers, agents, and employees with respect to any and all actions for damages caused by, or alleged to have been caused by, reason of the Owner's activities in connection with the Historic Property. C. This hold harmless provision applies to all damages and claims for damages suffered, or alleged to have been suffered, and costs of defense incurred, by reason of the operations referred to in this Agreement regardless of whether or not City prepared, supplied, or approved the plans, specifications or other documents for the Historic Property. d. All of the agreements, rights, covenants, conditions, and restrictions contained in this Agreement shall be binding upon and shall inure to the benefit of the parties herein, their heirs, successors, legal representatives, assigns, and all persons acquiring any part or portion of the Historic Property, whether by operation of law on in any manner whatsoever. e. In the event legal proceedings are brought by any party or parties to enforce or restrain a violation of any of the covenants, reservations, or restrictions contained herein, or to determine the rights and duties of any party hereunder, the prevailing party in such proceeding may recover all reasonable attorney's fees to be fixed by the court, in addition to court costs and other relief ordered by the court. f. In the event that any of the provisions of this Agreement are held to be unenforceable or invalid by any court of competent jurisdiction, or by subsequent preemptive legislation, the validity and enforceability of the remaining provisions, or portions thereof, shall not be effected thereby. g. This Agreement shall be construed and governed in accordance with the laws of the State of California, with venue in Orange County. Historic Resources Commission 6 c — 9 9/7/2023 MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 11. Recordation. No later than twenty (20) days after the parties execute and enter into this Agreement, the City shall cause this Agreement to be recorded in the office of the County Recorder of the County of Orange. 12. Amendments. This Agreement may be amended, in whole or in part, only by a written recorded instrument executed by the parties hereto. 13. Effective Date This Agreement shall be effective on the day and year first written above in Section 1. {Signature page followsl Historic Resources Commission c — 10 9/7/2023 ATTEST: JENNIFER L. HALL Clerk of the Council OWNER Date: APPROVED AS TO FORM: SONIA CARVALHO City Attorney By: DON SALVATIERRA Deputy City Attorney MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 CITY OF SANTA ANA KRISTINE RIDGE City Manager By: JEFF PINTAR 4th and Broadway OZ SPE, LLC, a Delaware Limited Liability Company RECOMMENDED FOR APPROVAL: MINH THAI Executive Director Planning and Building Agency Historic Resources Commission 8 c — 11 9/7/2023 MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 EXHIBIT A LEGAL DESCRIPTION THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF SANTA ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA, AND IS DESCRIBED AS FOLLOWS: THAT PORTION OF THE REAL PROPERTY RECORDED DECEMBER 30, 1957, IN BOOK 4150, PAGE 305, OF OFFICIAL RECORDS OF CITY OF SANTA ANA, COUNTY OF ORANGE, STATE OF CALIFORNIA, DESCRIBED FOLLOWS: BEGINNING AT THE INTERSECTION OF THE SOUTH LINE OF FOURTH STREET WITH THE WEST LINE OF BROADWAY; THENCE WEST ALONG THE SOUTH LINE OF FOURTH STREET, 92.15 FEET; THENCE SOUTH 100 FEET; THENCE EAST 92.15 FEET; THENCE NORTH 100 FEET TO THE POINT OF BEGINNING. Assessor's Parcel Number: 398-591-05 Historic Resources Commission 9 _ c — 12 9/7/2023 NAME Gilroaker Block REF. NO. ADDRESS 302-308 W. 4th Street/324 N. Broadway CITY Santa Ana ZIP 1 92701 ORANGE COUNTY YEAR BUILT 1920 LOCAL REGISTER CATEGORY: Key 'STORIC DISTRICT Santa Ana Downtown NEIGHBORHOOD NATIONAL REGISTER CRITERIA FOR EVALUATION C NATIONAL REGISTER STATUS CODE I ID Location: ❑ Not for Publication ® Unrestricted USGS 7.5" Quad Date: T R —of —of Sec B.M ❑ Prehistoric ® Historic ❑ Both ARCHITECTURAL STYLE: Other DESCRIPTIONBACKGROUND RELATED TO PERIOD ARCHITECTURE: This utilitarian building reflects its function rather than the influence of any architectural style or movement. cinutoriotemplatesNiist$ ric Resources Commission c — 13 9/7/2023 2120/01 HRCA 01-12/HRC 01-12 EXHIBIT 3 CONSTRUCTION HISTORY: (Construction data, alterations, and date of alterations) Built in 1920 (Edwin C. Thorne, architect; R. C. McMillian, contractor) )refront alterations mid 1960s -,srtified rehabilitation 1987 RELATED FEATURES: (Other important features such as barns, sheds, fences, prominent or unusual trees, or landscape) None. DESCRIPTION: (Describe resource and its major elements. Include design, materials, condition, alterations, size, settings, and boundaries.) Occupying the southwest corner of N. Broadway and W. 4th Streets, the Gilmaker Block is a one story commercial building of brick construction. Piers divide the primary (north) elevation into four equal sized bays containing glazed storefronts. Two additional bays are located on the east elevation, along with a larger expanse containing an assortment of windows and entries. Transoms top windows and doors, and black tile faces the bulkheads. The focus of the design is the white glazed brick trim that outlines the piers and door surrounds, defines the frieze, and embellishes the parapet. Triangular ornaments adorn the piers. The parapet hides the roof, and is punctuated by the tops of the piers. Recently rehabilitated, the building today reflects the tradition of brick commercial construction influenced by the vocabulary of classical building styles. HISTORIC HIGHLIGHTS: According to previous survey and research, the Gilmaker Block was either an extensive remodel of an 1888 brick building or the construction of a new building on an older foundation (Thomas 7:31). From the 1890s until 1909, an intricate Queen Anne fagade covered the 302-306 portions of the building and faced onto Broadway, and the corner shops were occupied by grocery and produce businesses. Edwin C. Thorne of Los Angeles designed this new fagade in 1920. By 1929, McCoy Drug Company occupied 302 W. 4th, where it continued until 1940. At that time it changed to Gorzman's Drugs. At the west end of the building, 308 W. 0 was a restaurant after 1916 and continued as such under a variety of names until 1934. The H. W. Thomas shoe store occupied the space for many years, starting in 1939. (Les, 43) RESOURCE ATTRIBUTF,S: (List attributes and codes from Appendix 4 of Instructions for Recording Historical Resources, Office of Historic Preservation.) (UP 6) 1-3 story commercial building Page 4 cmustorir\tcmP1atcs\fHi8t00C Resources Commission c — 14 9/7/2023 MOM RESOURCES PRESENT: Building ❑ Structure ❑ Object MOVED? ® No ❑ Yes ❑ Unknown ❑ Site ❑ District ® Element of District Date: Original Location: ❑ Other STATEMENT OF SIGNIFICANCE: (Discuss importance in terms of historical or architectural context as defined by theme, period, geographic scope, and integrity.) Santa Ana was founded by William Spurgeon in 1869 as a speculative townsite on part of the Spanish land grant known as Rancho Santiago de Santa Ana. Early growth and development was stimulated by the arrival of the Southern Pacific Railroad in 1878 and the Santa Fe Railroad in 1886. By the end of the 1880s, Santa Ana's downtown business district was defined by five city blocks of brick commercial buildings on 4th Street, with the heart of the city at the intersection of 4th and Main Streets. (Thomas, 8:1) By the turn of the century and into the 1920s, older building facades were being updated and renewed by remodeling, a practice that intensified following the 1933 earthquake. The Gilmaker Block is an 1888 building that either was extensively remodeled or rebuilt by architect Edwin C. Thorne in 1920. The building has architectural significance as an appropriately rehabilitated example of the brick vernacular commercial style that was prevalent on smaller commercial building in towns across the west. As a result of the rehabilitation, the building illustrates many of the characteristics of this building type, including the use of glazed brick to define traditional building features; brick construction; recessed entrances flanked by large display windows; glazed transoms; and an overall balanced appearance. AIthough altered, the Gilmaker Block effectively conveys its style and period of construction. Character -defining exterior features which should be preserved include, but are not limited to: brick exterior; glazed brick trim; parapet; bay divisions articulated by piers; and architectural ornamentation. MMARY/CONCLUSION: This building was listed in the National Register of Historic Places in 1987 as a contributor to the Downtown Historic District, following completion of a certified rehabilitation. Under the regulations implementing the California Register of Historical Resources, the building is also listed in the California Register. As a well -articulated example of a building type prevalent during the first quarter of the 20`h century, the Gilmaker Block satisfies Criterion I for inclusion in the Santa Ana Register of Historical Property. Additionally, the property has been categorized as "Key" because it has a "distinctive architectural style and quality" and "is characteristic of a significant period in the history of the City of Santa Ana" (Municipal Code, Section 30-2.2(2)). OWNER AND ADDRESS: Bruno and Raquel Ledwin P. O. Box 7677 Laguna Niguel, CA 92607 cmVilsioricltecnplaEes Resources Commission c — 15 9/7/2023 2MMI RECORDED BY: (Name, affiliation, and address) Leslie Heumann & Liz Carter Science Applications International Corporation 35 S. Raymond Avenue, Suite 204, Pasadena, CA 91105 DATE RECORDED: January 19, 2001 SURVEY TYPE: (Intensive, reconnaissance, or other) Intensive Survey Update REPORT CITATION: (Cite survey report and other sources) Les, Kathleen. "Santa Ana Historic Survey, Final Resources Inventory: Downtown." May 1980. Thomas, Harold M. "Downtown Santa Ana Historic District" National Register nomination form, 1984. REFERENCES: (List documents, date of publication, and page numbers. May also include oral interviews.) Harris, Cyril M. American Architecture: An Illustrated Encyclopedia. New York, W W Norton, 1998. Heritage Orange County Inc. "Downtown Santa Ana Historic District Walking Tour." nd. McAlester, Virginia and Lee. A Field Guide to American Houses. New York: Alfred A. Knopf, 1984, National Register Bulletin 16A. "How to Complete the National Register Registration Form." Washington DC: National Re ister Branch, National Park Service, US Department of the Interior, 1991. Whiffen, Marcus. American Architecture Since 1780. Cambridge: MIT Press, 1969. EVALUATOR: Leslie Heumann DATE OF EVALUATION: January 19, 2001 XPLANATION OF CODES: o National Register Criteria for Evaluation: (From Appendix 7 of Instructions for Recording Historical Resources, Office of. Historic Preservation) C: that embody the distinctive characteristics of a type, period, method of construction, or that represent the work of a master, or that possess high artistic values, or that represent a significant and distinguishable entity whose components may lack individual distinction National Register Status Code: (From Appendix 2 of Instructions for Recording Historical Resources, Office of Historic Preservation) 1D: Contributor to a listed district cmWs1odcVemplatesmHi9t3Lr0c Resources Commission c — 16 9/7/2023 2J2A1D1 MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 Exhibit C Exterior work shall be reviewed by the Historic Resources Commission and subject to the U.S. Secretary of the Interior's Standards for Rehabilitation of Historic Buildings, as follows: 1. Every reasonable effort shall be made to provide a compatible use for a property which requires minimal alteration of the building, structure, or site and its environment, or to use a property for its originally intended purpose. 2. The distinguishing original qualities or character of a building, structure or site and its environment shall not be destroyed. The removal or alteration of any historic material or distinctive architectural features should be avoided when possible. 3. All buildings, structures, and sites shall be recognized as products of their own time. Alterations that have no historical basis and which seek to create an earlier appearance shall be discouraged. 4. Changes which may have taken place in the course of time are evidence of the history and development of a building, structure, or site and its environment. These changes may have acquired significance in their own right, and this significance shall be recognized and respected. 5. Distinctive stylistic features or examples of skilled craftsmanship which characterize a building, structure, or site shall be treated with sensitivity. 6. Deteriorated architectural features shall be repaired rather than replaced, whenever possible. In the event replacement is necessary, the new material should match the material being replaced in composition, design, color, texture, and other visual qualities. Repair or replacement of missing architectural features should be based on accurate duplications of features, substantiated by historic, physical, or pictorial evidence rather than on conjectural designs or the availability of different architectural elements from the other buildings or structures. 7. The surface cleaning of structures shall be undertaken with the gentlest means possible. Sandblasting and other cleaning methods that will damage the historic building materials shall not be undertaken. 8. Every reasonable effort shall be made to protect and reserve archaeological resources affected by, or adjacent to any project. 9. Contemporary design for alterations and additions to existing properties shall not be discouraged when such alterations and additions do not destroy significant historical, architectural or cultural material, an such design is compatible with Historic Resources Commission I c — 17 9/7/2023v MILLS ACT AGREEMENT 302 West Fourth Street Santa Ana, CA 92701 size, scale, color, material and character of the property, neighborhood, or environment. 10. Wherever possible, new additions or alterations to structures shall be done in such a manner that if such additions or alterations need to be removed in the future, the essential form and integrity of the structure would be unimpaired. Historic Resources Commission 2 _ c — 18 9/7/2023 Proposed Structure Improvements ("Work Plan") 302 West Fourth Street Year Improvement 2024 Renovation of existing building, including seismic retrofitting, new roof installation, utility upgrades, tenant improvements, and addition of a new rooftop unit. 2024 Interior conversion of the unit addressed as 302 West Fourth Street from existing commercial retail space to a new restaurant use 2024 All character -defining features on the north and east facades will be protected and repaired in -kind as needed, which includes original brick exterior, glazed brick trim, parapet, bay divisions articulated by piers, and architectural ornamentation. 2024 The storefront addressed 304 West Fourth Street is composed of non -original replacement materials (aluminum -framing and replacement glazing) and will be restored to original wood -frame and glazing materials to match the original materials on the adjacent storefronts. 2024 The two storefronts addressed 306 and 308 West Fourth Street, each feature a wood spacer between them in order to support a wall between the two retail spaces. The spacers at the doors and between the upper transoms will be removed in order to align the doors as true double -doors. The transoms will be restored as a single transom at each storefront. 2024 Addition of two new accordion -style aluminum metal doors with glazing, which will replace non -original windows at the east facade (while maintaining and protecting in place the original multilight transoms above) 2024 Building code modifications to the existing paired pedestrian doors on the east facade, which consist of changing the door swing orientation, lowering the floors, and removing the exterior steps. 2024 Wall at rear (south) facade to be rebuilt for structural purposes. New wall will reuse existing brick as feasible and include new door and window openings. New wall design to reflect existing design to amount feasible in order to preserve historic character. Historic Resources Commission c — 19 9/7/2023 NN V � t 500' RADIUS 2 ^.: 214 N r ycarnop-A; l - 4 :U CJ HPPA-2023-08 302 WEST FOURTH STREET THE GILMAKER BLOCK PLANNING AND BUILDING AGENCY Al m N Historic Resources Commission c — 20 9/7/2023 { HPPA-2023-08 The Gilmaker Block 302 West Fourth Street SITE PHOTOS Historic Resources Commission EXHIBITd— 21 9/7/2023 ACTION MINUTES OF THE, HISTORIC RESOURCES COMMISSION OF THE CITY OF SANTA ANA MARCH 1, 2001 CALLED TO ORDER: 4:31 P.M. City Hall Council Chambers 22 Civic Center Plaza Santa Ana, California ATTENDANCE: COMMISSIONERS Present: Rose Anne Garcia Kings, Chair Paul Giles, Vice Chairman Philip Chinn, Pro Tem Rita Corpin James Gartner Carlos Bustamante Robert Richardson (4:41 p.m.) Paula Rankin ABSENT: None STAFF PRESENT: Cynthia J. Nelson, Deputy City Manager Kenneth Adams, Planning Manager Chris Norman, Assistant City Attorney Joseph Edwards, Principal Planner Jeffry Rice, Principal Planner Rosa Barela, Acting Recording Secretary CONSENT CALENDAR A. Approval of the Minutes for the regular meeting of February 1, 2001. RECOMMENDATION: Approve the minutes of the regular meeting of February 1, 2001. B. Commission Secretary Report RECOMMENDATION: Instruct the Commission Secretary to enter into the minutes. The March 1, 2001 Agenda was posted at the City Hall Council Chambers on February 27, 2001 at 10:30 a.m. C. HISTORIC RESOURCES COMMISSION OBJECTIVES FOR 2001 RECOMMENDATION: Approve the Historic Resources Commission Objectives for 2001. * * * END OF CONSENT CALENDAR * * * Motion to approve Consent Calendar items with modifications. MOTION: Giles SECOND: Bustamante AYES: Kings, Giles, Chinn, Corpin, Gartner, Bustamante, Historic Resources Commission c — 22 i 9/7/2023 NOES: ABSENT: ABSTENTION: RECOMMENDATION: Rankin None Richardson None BUSINESS CALENDAR D. HISTORIC PRESERVATION INCENTIVES PROGRAM To establish and implement a historic preservation incentives program. RECOMMENDATION: Recommend that the City Council approve the Historic Preservation Incentives Program. 2. Recommend that the Planning Commission consider the implementation of flex and overlay zoning concepts as an incentive for historic preservation. Hally Cappiello, Associate Planner, provided the staff report and recommendation. Madam Chair Kings requested that staff meet with downtown businesses and invite a state historic preservation officer to explain the identified tax incentives. Madam Chair Kings further requested that staff provide information on the use of the State Historic Building Code as an incentive to historic preservation. Commissioner Giles requested that as part of the City Awards for Outstanding Historic Preservation Projects (Section 4 of Exhibit 1) that photographs of the award winning properties be displayed in the Ross Annex and included on the website. Madam Chair Kings requested that staff present the photographic displays to the owners once they are removed after the year -long display; and noted on Section 6 of Exhibit 1 "Historic Resources Preservation Website to Provide Information with the City's Existing Web Page" that staff add salvage information or keys to available resources for salvage. Motion to 1) recommend that the City Council approve the Historic Preservation Incentives Program; and 2) recommend that the Planning Commission consider the implementation of flex and overlay zoning concepts as an incentive for historic preservation. MOTION: Bustamante AYES: Kings, Giles, Chinn, Richardson, Rankin NOES: None ABSENT: None ABSTENTION: None SECOND: Chinn Corpin, Gartner, Bustamante, Madam Chair Kings welcomed Commissioner Richardson and Commissioner Rankin. In addition, she noted that Commissioner Richardson, while previously serving as a City Councilman was instrumental in the creation of the Historic Resources Commission and she further noted that Commissioner Rankin, former planner from the City of Tustin, brings considerable experience in the preservation of historic properties. Historic Resources Commission c — 23 9/7/2023 2 1. I+4 PUBLIC HEARINGS HISTORIC RESOURCES COMMISSION APPLICATION NO. 2001-01, HISTORIC REGISTER CATEGORIZATION NO. 2001-01, AND PROPERTY PRESERVATION AGREEMENT NO. 2001-01 Filed by Mr. Gary and Mrs. Loretta Graham to place and categorize a structure (Spencer House) as Key on the Santa Ana Register of Historical Properties; and to enter into an agreement with the City of Santa Ana for property located at 2351 North Park Boulevard. PUBLISHED IN THE REGISTER: February 18, 2001 PUBLICLY NOTICED: February 16, 2001 RECOMMENDATION: Adopt a resolution approving Historic Resources Commission Application No. 2001-01. 2. Adopt a resolution approving Historic Register Categorization No. 2001- 01. 3. Recommend that the City Council direct the City Attorney to prepare and authorize the Mayor and the Clerk of the Council to execute a Historic Preservation Agreement with Mr. Gary L. Graham and Ms. Loretta J. Graham for the structure located at 2351 North Park Boulevard. Irma Hernandez, Assistant Planner I, presented the staff report and recommendation. Madam Chair Kings opened the public hearing at 4:48 p.m. No written communications were received and there were no speakers on the matter. Madam Chair Kings closed the public hearing at 4:49 p.m. Motion to 1) adopt a resolution approving Historic Resources Commission Application No. 2001-01; 2) adopt a resolution approving Historic Register Categorization No. 2001-01; and 3) recommend that the City Council direct the City Attorney to prepare and authorize the Mayor and the Clerk of the Council to execute a Historic Preservation Agreement with Mr. Gary L. Graham and Ms. Loretta J. Graham for the structure located at 2351 North Park Boulevard. MOTION: Giles AYES: Kings, Giles, Chinn, Richardson, Rankin NOES: None ABSENT: None ABSTENTION: None SECOND: Corpin Corpin, Gartner, Bustamante, Maya DeRosa, Senior Planner, presented the staff report and recommendation for items 2-5 indicating that the Template Committee reviewed and screened all properties at their meeting on February 12 and separated all templates into three categories: Landmark, Contributive, and Key. HISTORIC RESOURCES COMMISSION APPLICATION NO. 2001-02, AND HISTORIC REGISTER CATEGORIZATION NO. 2001-02 Historic Resources Commission c — 24 9/7/2023 3 Filed by the City of Santa Ana to place and catego ize a structure (First National Bank Building) as Landmark on the Santa Ana Register of Historical Properties. ( loz - IUG PUBLISHED IN THE REGISTER: February 18, 2001 PUBLICLY NOTICED: February 16, 2001 RECOMMENDATION: 1. Adopt a resolution approving Historic Resources Commission Application No. 2001-02. 2. Adopt a resolution approving Historic Register Categorization No. 2001-02. Madam Chair Kings opened the public hearing at 4:58 p.m. No written communications were received and there were no speakers on the matter. Madam Chair Kings closed the public hearing at 4:58 p.m. Motion to 1) adopt a resolution approving Historic Resources Commission Application No. 2001-02 and; 2) adopt a resolution approving Historic Register Categorization No. 2001-02. MOTION: Chinn SECOND: Rankin AYES: Kings, Giles, Chinn, Corpin, Gartner, Bustamante, Richardson, Rankin NOES: None ABSENT: None ABSTENTION: None 3. HISTORIC RESOURCES COMMISSION APPLICATION NO.'S 2001-03 THROUGH 2O01-09 AND HISTORIC REGISTER CATEGORIZATION NO.'S 2001-03 THROUGH 2O01-09 To place and categorize various structures as Contributive on the Santa Ana Register of Historical Properties. PUBLISHED IN THE REGISTER: February 18, 2001 PUBLICLY NOTICED: February 16, 2001 RECOMMENDATION: 1. Adopt a resolution approving Historic Resources Commission Application No.'s 2001-03 through 2001-09. 2. Adopt a resolution approving Historic Register Categorization No.'s 2001-03 through 2001-09. Historic Resources Commission c — 25 9/7/2023 4 Madam Chair Kings opened the public hearing at 5:I00 p.m. Mr. Joseph Louis Gilmaker complimented Commission on all their hard work and noted: • Commercial Building (03) - 309 W. Third St.: Staff listed Theodore J. Beall owner. Mr. Gilmaker indicated Mr. Beall was a tenant and the Gilmaker Estate owns property; and noted the property is part of the parcel they have listed as 300 - 304 N. Broadway and belongs to the estate of Joseph Gilmaker. • Gerwig's Bicycle Shop (09) — 312 N. Broadway: Gilmaker Estates should be listed as owner. Madam Chair Kings closed the public hearing at 5:04 p.m. Motion to 1) adopt a resolution approving Historic Resources Commission Application No.'s 2001-03 through 2001-09; and 2) adopt a resolution approving Historic Register Categorization No.'s 2001-03 through 2001-09. MOTION: Giles SECOND: Bustamante AYES: Kings, Giles, Chinn, Corpin, Gartner, Bustamante, Richardson, Rankin NOES: None ABSENT: None ABSTENTION: None 4. HISTORIC RESOURCES COMMISSION APP ICATION NO.'S 2001-10 THROUGH 2O01-18 AND HISTORIC REGISTE CATEGORIZATION No.'s 2001-10 THROUGH 2O01-18 To place and categorize various structures as Key on the Santa Ana Register of Historical Properties. STRUCTURE NAME HISTORICAL STRUCTURE ADDRESS RECOMMENDED CATEGORY Dr. Horton Building 10 315 West Third Street Key Semi -Tropic Hotel 11 312, 314, and 316 West Fourth Street Key Gllmaker Block (12) 302, 304, 306, 308 West Fourth Street and 324 N. Broadway Key Dibble Building 13 102 East Fourth Street Key Shaffer-Wakeham Building 14 108, 110, and 112 East Fourth Street Key Kryhl Building 15 118 East Fourth Street Key Empire Market (16) 202, 204, 206 and 208 North Broadway Key Gilmaker Broadway Block 17 302, 304, 306, 308, and 310 North Broadway Key Carey Smith Building 18 315 North Main Street Key PUBLISHED IN THE REGISTER: PUBLICLY NOTICED: RECOMMENDATION: February 18, 2001 February 16, 2001 1. Adopt a resolution approving Historic Resources Commission Application No.'s 2001-10 through 2001-18. 2. Adopt a resolution approving Historic Register Categorization No.'s 2001-10 through No's 2001-18. Historic Resources Commission c — 26 9/7/2023 5 Madam Chair Kings opened the public hearing at 5:05 p.m. Mr. Joseph Gilmaker noted: • Gilmaker Broadway Block (17) — 302, 304, 306, 308 and 310 N. Broadway: 302-304 is owned by his father's estate and Mr. Gilmaker has an interest. Mr. Gilmaker purchased the other property located at 306-310 in 1963; the 302 property is actually 300; and since 1956 the addresses are listed as 300, 302 304, 306 and 308. Gilmaker Block (12) — 302, 304, 306, 308 W. Fourth Street and 324 N. Broadway: Sold in 1985 and disputed the findings that the original building on the block was built in 1888. Mr. Gilmaker referred to a newspaper article dated July 22, 1920 describing the property and original tenants, the American National Banking and the Rock Bottom Store. The original building was built in 1876 by Mr. Gilmaker's grandfather according to the article and also notes the flood of 1884 caused them to reconstruct the building in later years and move the store fronts to Fourth Street. • Mr. Gilmaker provided staff with copy of newspaper article and Madam Chair Kings requested that it be distributed to Commission and consultant. Madam Chair Kings closed the public hearing at 5:1 1 p.m. Madam Chair Kings commented that the Template Review Committee did meet and reviewed each template and had general comments about reporting that need to get captured into the minutes. In general, Madam Chair Kings noted that the reporting was good and was pleased with the work of staff and consultant. Madam Chair Kings further commented that the Committee recommended that under the Historic Highlights section that staff get in a consistent level of depth to the research and if no information is available that it is stated on the template, particularly in regards to the original owners and significant tenants. Second recommendation is that the Statement of Significance section be expanded and that it be very specific about what items architecturally we would not want to lose about the building and to reinforce that. Third recommendation is that staff and consultant begin a list of notable architects in Santa Ana and special cultural items such as the First City Jail location. Motion to 1) adopt a resolution approving Historic Resources Commission Application No.'s 2001-10 through 2001-18; and 2) adopt a resolution approving Historic Register Categorization No.'s 2001-10 through 2001-18. MOTION: Bustamante SECOND: Corpin AYES: Kings, Giles, Chinn, Corpin, Gartner, Bustamante, Richardson, Rankin NOES: None ABSENT: None ABSTENTION: None 5. HISTORIC REGISTER CATEGORIZATION NO. 2001-19 To categorize the structure (J.J. Wilson's Shoeshine Parlor/Beam Building) as Key on the Santa Ana Register of Historical Properties located at 407, 409 and 411 North Broadway. PUBLISHED IN THE REGISTER: February 18, 2001 PUBLICLY NOTICED: February 16, 2001 Historic Resources Commission c — 27 Z 9/7/2023 RECOMMENDATION: Adopt a resolution approving Historic Register Categorization No. 2001-19. Madam Chair Kings opened the public hearing at 5:15 p.m. No written communications were received and there were no speakers on the matter. Madam Chair Kings closed the public hearing at 5:15 p.m. Motion to adopt a resolution approving Historic Register Categorization No. 2001-19. MOTION: Giles SECOND: Chinn AYES: Kings, Giles, Chinn, Corpin, Gartner, Bustamante, Richardson, Rankin NOES: None ABSENT: None ABSTENTION: None WORK STUDY SESSION 6. Criteria for Local Historic Districts Joseph Edwards, Principal Planner, provided Commission with a comparison survey with four different cities that have historical districts: Tustin, Berkeley, San Diego and Pasadena. Mr. Edwards requested a discussion to develop criteria for historic districts. CRITERIA FOR LOCAL HISTORIC DISTRICTS Use district to regulate exterior improvements Public improvements and infrastructure elements (setbacks, trees, curbs and driveways, lights, etc. Land Use Issues Commercial vs. residential for redevelopment areas Consistency with federal standards for districts Consider SD's to address new development (overlays?) Size of districts what is ap ro riate? District would protect character, scale and development pattern Support evolution of neighborhoods to district (e.g. Henninger Park COMMENTS 7. Comments from Staff Mr. Edwards noted at the next meeting: • The Commission will be reviewing a draft form of the new information packets. • Staff will be presenting more properties to add to the Historic Register. • Staff will provide information on how to proceed with joint discussions with the Planning Commission for land use issues and possible amendments to Chapter 30. S. Comments from Historic Resources Commission Historic Resources Commission c — 28 9/7/2023 Commissioner Giles • Expressed personal welcome to Commissioner Richardson and noted him being a valuable resource on the Commission; and thanked staff for allowing Commission to consider many properties at once rather than doing each item individually. Commissioner Gartner • Thanked Commission for excusing his absence at previous meeting while traveling in Pennsylvania with clients. Commissioner Corvin • Inquired when is the next Template Committee meeting. Scheduled for Friday, March 9 at 3:30 p.m. Commissioner Richardson • Noted he was happy to be on the Commission. Commissioner Chinn • Commissioner Chinn noted a memo to the Mayor asking if Santa Ana would like to be included in a self guided city walking tour which would include placing small circular markers in the sidewalks at points of interest with a logo of a major sponsor. Commissioner Chin asked for staff's thoughts on the memo and will forward a copy to staff. Passed out brochure for Habitat for Humanity of O.C. Restore located on Grand Avenue which is a warehouse for recycling building materials with historical items for salvage. • Received a copy of a letter to Elizabeth Neives of Heritage Orange County from the City regarding the demolition of the Bush St. and Spurgeon St. and expressed his concern that the City is not going the right way in demolishing buildings. Pleased to see Commissioner Richardson on Commission. • Announced the Historical Santa Ana Preservation Society has a book on sale of 200+ postcards of Santa Ana and can get a signed copy get from Guy Ball on Thursday, March 8, 7:30 p.m. at the Bowers Museum. • Reported a great deal of graffiti on Fourth Street on the very top of the buildings. Mr. Sergio Klotz noted staff is handling. Commissioner Bustamante Thanked staff for outstanding job they did and also welcomed both Commissioners Richardson and Rankin. Commissioner Rankin • Noted her delight to be on Commission. Madam Chair Kinas • Requested that the front page of the agenda packets be updated as well as the address list. • Requested staff prepare a certificate to Archibald Berry for his time on the Commission_ • Requested once staff receives the memo regarding the city walking tour, that staff review in relation to the proposed plaque program. • Thanked the Template Review Committee and staff for all the work on the templates and thanked the consultant. • Noted her attendance at the annual dinner for the Santa Ana Historical Preservation Society and also noted they are approaching completion of a downtown walking tour guide. • Announced she heard L.A. Times architectural critic Sam Hall Caplain on the National Public Radio who gave Valentine's to four public places in Southern California with one being downtown Fourth Street in Santa Ana. Historic Resources Commission c — 29 9/7/2023 8 F • Inquired if staff had any Commission requests this month that would interfere with progress of objectives. Mr. Edwards indicated that staff had not received any requests. 9. Oral Communications — Comments from the Public There were no public comments. 10. Oral Comments There were no comments. 11. Excuse of Absences There were no absences. 12. Adiournment There was a motion and a second to adjourn the meeting at 5:51 p.m. RB C�� A�-�� Rosa Barela, Acting Recording Secretary Historic Resources Commission c — 30 9/7/2023 9