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HERITAGE PRESERVATION CORRESPONDENCE/MINUTES 1987-1988
RIC~iA.RD G. TYR.xELL 1336 OBRA.n DRrvE SARATOGA, CA 9070 April 18, 1988 Saratoga City Council City of Saratoga 13777 Fruitva.le Avenue Saratoga, CA 95070 Dear Members of the Council . Through the years of providing service to various cities I have learned when the time comes to move on and to give up my space to someone else. That time has come for me a.s a. member of the Saratoga Heritage Preservation Commission and this letter will serve as my resig- nation to be effective May 1, 1988. It has been an interesting experience and the past months could not have been shared with nicer or more dedicated people than Warren, Sharon, Roy, Barbara, Norm or Liz. Our City is fortunate to have citizens like these who care about our history and resources a.nd a member of this ' City's staff like Valerie Young to add that presence and professionalism that makes the process more enjoyable a.nd productive. Sincerely Richar Tyrrell RicxAxn G. T~xx~LL 1336 OBRAn DRrvE SARATOGA, CA 9J~O7O April 18, 1988 Saratoga City Council City of Saratoga 13777 Fruitva.le Avenue Saratoga, CA 95070 Dear Members of the Council . Through the years of providing service to various cities I have learned when the time comes to move on and to give up my space to someone else. That time has come for me as a. member of the Sa.ra.toga Heritage Preservation Commission and this letter will serve as my resig- nation to be effective Ma.y 1 , 1988. It ha.s been an interesting experience and the past months could not have been shared with nicer or more dedicated people than Warren, Sharon, Roy, Barbara, Norm or Liz. Our City is fortunate to have citizens like these who care about our history and resources a.nd a member of this City's staff like Valerie Young to add that presence and professionalism that makes the process more enjoyable a,nd productive. l Sincerely Richar Tyrrell ,; RICHARD G. TYR.RELL 1336 OBRAD DRn~ SARATOGA, CA 95010 April 18, 1888 Saratoga. City Council City of Saratoga 13777 Fruitva.le Avenue Saratoga, CA 95070 Dear Members of the Council . Through the years of providing service to various cities I have learned when the time comes to move on and to give up my space to someone else. That time has come for me a.s a. member of the Sa.ra.toga. Heritage Preservation Commission and this letter will serve as my resig- nation to be effective May 1 , 1988. It ha.s been an interesting experience and the past months could not have been shared with nicer or more dedicated people than Warren, Sharon, Roy, Barbara, Norm or Liz. Our City is fortunate to have citizens like these who care. about our history and resources a,nd a member of this City's staff like Valerie Young to add that presence and professionalism that makes the process more enjoyable a,nd productive. Sincerely Richar Tyrrell RICHARD G. TYRRELL 1336 OBRAn DRrvE SARATOGA, CA 95070 April 18, 1988 Saratoga City Council " City of Saratoga 13777 Fruitva.le Avenue Saratoga, CA 95070 Dear Members of the Council . Through the years of providing service to various cities I have learned when the time comes to move on and to give up my space to someone else. That time has come for me a.s a. member of the Sa.ra.toga. Heritage Preservation Commission and this letter will serve as my resig- nation to be effective May 1, 1988. It ha.s be-en an interesting experience and the past months could not have been shared with nicer or more dedicated people than Warren, Sharon, Roy, Barbara, Norm or Liz. Our City is fortunate to have citizens like these who care about our history and resources a.nd a member of this City's staff like Valerie Young to add that presence and professionalism that makes the process more enjoyable a,nd productive. Sincerely Richar Tyrrell y RICHARD G. Ti'RRELL 1336 OBRAn DRrn~ SARATOGA, CA 95070 April 18, 1988 Saratoga. City Council City of Saratoga 13777 Fruitva.le Avenue Saratoga, CA 95070 Dear Members of the Council . Through the years of providing service to various cities I have learned when the time comes to move on and to give up my space to someone else. That time has come for me a.s a, member of the Sa.ra.toga Heritage Preservation Commission and this letter will serve as my resig- nation to be effective Ma.y 1, 1988. It ha.s been an interesting experience and the past months could not have been shared with nicer or more dedicated people than Warren, Sharon, Roy, Barbara, Norm or Liz. Our City is fortunate to have citizens like these who care. about our history and resources a.nd a member of this City's staff like Valerie Young to add that presence and professionalism that makes the process more enjoyable and productive. Sincerely Richar Tyrrell ,~ RICHARD G. TYR.RELL 1336 OBxAn D~rvE SARATOGA, CA 95070 April 18, 1988 Saratoga. City Council City of Saratoga 13777 Fruitva.le Avenue Saratoga, CA 95070 Dear Members of the Council . Through the years of providing service to various cities I have learned when the time comes to move on and to give up my space to someone else. That time has come for me a.s a. member of the Sa.ra.toga. Heritage Preservation Commission and this letter will serve as my resig- nation to be effective Ma.y 1 , 1988. It has been an interesting experience and the past months could not have been shared with nicer or more dedicated people than Warren, Sharon, Roy, Barbara, Norm or Liz. Our City is fortunate to have citizens like these who care about our history and resources and a member of this City's staff like Valerie Young to add that presence and professionalism that makes the process more enjoyable a.nd productive. Sincerely Richar Tyrrell ,~ RICHARD G. TYRxELL 1336 OBRAn DRrvE SARATOGA, CA 95070 April 18, 1988 Saratoga. City Council City of Saratoga 13777 Fruitva.le Avenue Saratoga, cA 95070 Dear Members of the Council . Through the years of providing service to various cities I have learned when the time comes to move on and to give up my space to someone else. That time has come for me a.s a. member of the Sa.ra.toga Heritage Preservation Commission and this letter will serve as my resig- nation to be effective May 1, 1988. It has been an interesting experience and the past months could not have been shared with nicer or more dedicated people than Warren, Sharon, Roy, Barbara, Norm or Liz. Our City is fortunate to have citizens like these who care about our history and resources a.nd a member of this City's staff like Valerie Young to add that presence and professionalism that makes the process more enjoyable a,nd productive. Sincerely Richar Tyrrell . ,~ .: , RICHARD G. TYRRELL 1336 OBxAn DRn~ SARATOGA, CA 95070 1a~~\ ~g ~~~~~ ~~ `~ ~, ~ ~ . v1-. ~,,,,,,- 4'~~ \, w~w•~5~~ w- ~~ ~~ e~v~. ~~ ~~ ~v~ vu.. ~ v ~ `~ y ~, ~~.~ ~. RICHARD G. TYRRELL 1336 OBxAn DRrvE SARATOGA, CA 95070 I~~~\ ~~ ~~y~~ `~ u ~~~~~~ ~ `~ ~v` '"` ~~ ~ ~ ~~~~ ~ y °~ ~~•~ .,. v ~ ~~. C ~ ~ ~ ~~ ~~ W~, ~'`1 ~.. ~, ~.; RICHARD G. TYRRELL 1336 QBRAn Dxrv~ SARATOGA, CA 95070 P' ,~ `~ ~~ \. v ;~ - e /Num. ~ y ~ <`~--- ~~\`~R, G. v v~\ ~ C~u ll ti.Q.... ~~. C ~`1 ~. ~, a i; ,, ;~, RICHARD G. TYxRELL 1336 OsxAV DRrvE SARATOGA, CA 95070 ~a ~,.~ ~g `~y~~ `< <~ `~ ~~ ~ ~~ ~ ~ ,Nun ~ y ~~ ~~.~ . ~ ~ ~'c , . .,. v ~ 5~ v ~~ ~ C.~~ O ~. ~ ~~ ~~ ~ ~`1 L ~. r RICHARD G. TYRRELL 1336 OsxAV Dxn~ SARATOGA, CA 95070 @ ~~.~ ~~ ~ ~y~~ ~~ `• ~ ~ y ~~~~ ~ c. ~ u~ . ~ti w ~~ ~~ ~ ~~ ~~ ~~^ ~. ~uL. `~ ~v ~ ~v ~ ~ ~ ~ ~~.~ ~. 9~mia.d.aL1'~ii L. u.. . I. RICHARD G. Ti'RRELL 1336 OBxAD DRn~ SARATOGA, CA 95070 ~ ~,.~ ~g ~y~~ ~~ `~ u \~~-,. ~. ~~~~~ `~-' ~~ ~ ,emu ~ y ~v`Q~ ~.. V ~ v~~ Q C~u t~~. ~ Www S v~•, ~- ~,~.,,-- C. ~ ~~ ~ ~~ ~~ ~ ~`~ L ~, ,~v.~.; RICHARD G. TYRRELL 1336 OBxAn DRrvE SARATOGA, CA 95070 1~ ~~ \ ~g ~ ~y~~ ~~ ~~ `tom ,.vim ~~.^ ~l~-~'~ ~~ ~~~ ~ ~~ ~ ~ ~ ~- ~~.~ . v~ .r 5 ~ w•~N•~ • , .,. v v ~~ ~ C~u V tit.._ ~~. v ~~ ~~ V~~ ~~ ~, RICHARD G. TYR.RELL 1336 OBRAn DxnrE SARATOGA, CA 95070 @ ~~.~ ~g ~ ~y~~ ~ ~~'~ ~ v.~r~c~e~^ `~ ~~ `~~ ~ ~~ ~~ y ~~ ~~~~. `.. V ~ v ~~ ~ C~u 0 ~.4__ ~~ C ~ v ~~ ~~ W~, ~~ L ~ ~. RIC~iARD G. TYxxELL 1336 OBRAn DRmE SARATOGA, CA 9 °1070 April 18, 1988 Saratoga, City Council City of Saratoga 13777 Fruitva,le Avenue Saratoga, CA 95070 Dear Members of the Council . Through the years of providing service to various cities I have learned when the time comes to move on and to give up my space to someone else. That time has come for me a,s a. member of the Sa.ra.toga Heritage Preservation Commission and this letter will serve as my resig- nation to be effective Ma.y 1, 1988. It ha,s been an interesting experience and the past months could not have been shared with nicer or more dedicated people than Warren, Sharon, Roy, Barbara, Norm or Liz. Our City is fortunate to have citizens like these who care about our history and resources a,nd a member of this City's staff like Valerie Young to add that presence and professionalism that makes the process more enjoyable and productive. Sincerely Richa,r Tyrrell RICHARD G. TYRRELL 1336 OsxAn DxivE SARATOGA, CA 9e5UIU ~••~ ~q 1 lytCK `~ u .,~ ~ yr 5 ~ w~lM.\ • • ~ V ~~ ~~~~~ ~~ ~a1.\ >\( ~~ u vv~wn~S~~°~'` M~ ~ ~ti ~ ~~ ~ ~~ ~ ~~ ~ ~ i y '~ ~~iw.~.. ~ ~ Historic Resources Inventory No. 58 7b. The basic appearance of this building is a modified English Country House It is multi-gabled with the main roof detailed as a large hip roof from the first floor walls. The second floor area is built within the hip roof with symmetrical dormers at front and rear serving for the windows. There is a large circular window in the large, single story gabled wing at each end of the front elevation. There is a slight tudor feeling visible through the column treatment at the front and rear porches, and with the multi- flues at the numerous chimneys. The windows and french doors are wood and are multi-paned. This Julia Morgan designed residence has a very tailored and horizontal feeling with handsome use of dormers. 19. In 1919 Henrietta and Chauncey Goodrich bought 17 acres of hayfields from Carson Cunningham, whichwa°s part of Cunningham Acres.They commissioned the famous architect, Julia Morgan, to design their home on the knoll, and named it "Hayfield" since it was located in the vast acreage of hay. Miss Morgan lived with the Goodrich family in a nearby rented home while design- ing the residence and to follow the construction. The house was built in 1920 and 1921, being occupied on March 18, 1921, which was the first birth- day of their son, one of four children. Mrs. Goodrich grew up in Belvedere, California as Henrietta de Saussure Blanding, and was the daughter of Gordon Blanding, a prominent attorney. Blanding Point in Marin Count__y is named after the Blanding Family. She met __, and married TGhauncy Goodrich just prior ,to the purchase, of this -property.. " Mr. Goodrich is a decendant of Edward E. Goodrich who, in 1882, received title for the olive farm planted and cultivated by Don Jose Ramon Arguello on a portion of his Quito Land Grant. Mr. Goodrich was a prominent attorney and resided at "Hayfield" until his death in 1940. Mrs. Goodrich married an old family friend, Willard Durham, a professor of English at the University of California at Berkeley, who lived until 1955. Soon after his death Mrs. Durham married another old friend and professor of English at the University of Californi in 1957. They lived at "Hayfield" until her death in 1973, at which time he emained at Hayfield until his death in 1978. Benjamin Lehman, The Goodrich Family sold the Estate to the present owners, Spaich Bros. Nedjo Spaich resides at Hayfield and with his bnather, Sekul, divided the 17 acres into two parcels in 1980, leaving 9.31 acres for Hayfield. Sekul Spaich build a new home on the remaining acreage. Historic Resources Inventory No. 28 Significance: 19 This classic brick building was the first bank in Saratoga and an early example of solid brick wall construction in the area. It was build in 1913 as a branch of the Garden City Bank of San Jose. Louis G. Heid was one of the early managers, traveling from the Willow Glen area of San Jose by Peninsular Railroad each day. The Bank of America occupied the building after the Garden City Bank sold to American Trust,:who then closed this branch. B of A occupied the building until 1958, when they moved into their new building on Big Basin Way. It was occupied by ~ real estate firm, including Duane Muth, R,galtor until 1980, when purchased by the present owners, Leonard and Louella Sullivan, who modified the interior into a cocktail lounge. The original vault remains on the site and is part of the interior decor. The lounge is now known as THE BANK BAR. Kerr/Stanfield House on Quito Road The house at 14791 Quito Road was and his wife, Jane Stanfield Kerr. Kerrs developed in the area. built in 1884 by William Cully Kerr This was the third property the The house was built on unimproved land, but by 1888, four years{later, ' in addition to the house and the outbuildings needed to run a fruit ranch, they had 20 acres planted to French prunes, which would mean there were several thousand prune trees. They had 250 apricot trees, 50 Coe's Golden Drop plums, 50 Yellow Satsuma plums, 100 apples, 50 Winter Nelis pears and 50 Bartlett pears, besides a family orchard containing a variety of fruit. William Cu11y Kerr was born June 9, 1848 in Banbridge, County Down, Ireland, the son of Jonathan and Mary Cully Kerr. In 1868, at the age of twenty, Kerr came to Santa Clara County where he was first employed by W. H. Ware in the Union District (so named to reflect the early settlers:' sympathies during the Civil War) of Almaden Township. It was during this period that Kerr and Jane Stanfield became acquaintedti Her brother, John Stanfield, in 1860 had homesteaded a short distance to the west of Ware. Another -brother's homestead, Robert's, was just ---~-- ~• across the road. Jane Stanfield was born February 11~,- 1845, also ~in County Down. Her father, James Stanfield, was born in Glasgow, Scotland and her mother in England. Tlrey were matried on May 25, 1871 and for the next six years the young couple rented land on which they raised crops while he hauled lumber (both Saratoga and Los Gatos having started as lumbering •* towns) in his own general teaming business. In 1877 they bought 118 acres at Quito and Sartoga-Los Gatos roads on which they improved the existing house as well as the land. Three years later the house was destroyed by fire and they replaced it with one in which they lived for eight years and then sold to, D.B. Austin. The Kerrs bought another 52 acres adjoining the first, property and sold it to build on the Quito road acreage, the house now being 14791 Quito Road. The youngest of their four children was born in this house. William Cully Kerr died September 22, 1899, aged 50 years. His widow, Jane Stanfield Kerr, lived in the house on Quito Road until 1911 when she moved to Oak Street in Saratoga. She died October 6, 1930 at the age of eighty-five. Peggy Stanfield Stuart Note: 14538 Horseshoe Drive Saratoga CA 95070 John Stanfield was the great grandfather of Sheila Heid, Sue Colbert arrd Peggy Stuart. .z 3 _ ~ _....~.~1 ~~ Heritage Preservation C- ARTICLE 13-05 GENERAL PROVISIONS Sections: 13-05.010 13-05.020 Purpose Definitions *** S13-05.010 X13-05.010 It is hereby declared as a matter of public policy that the recognition, preservation, enhancement and use of heritage resources within the City is required in the interest of the health, economic prosperity, cultural enrichment and general welfare of the people. The purpose of this Chapter is to: (a) Safeguard the heritage of the City by providing for the protection of irreplaceable heritage resources representing significant elements of its history; (b) Enhance the visual character of the City by encouraging and regulating the compatibility of architectural styles within historic areas which reflect established architectural traditions; (c) Encourage public knowledge, understanding and appreciation of the City's past, and foster civic and neighborhood pride and sense of identity based upon the recognition and use of the City's heritage resources; (d) Stabilize and improve property values within the City and increase the economic and financial benefits to the City and its inhabitants derived from the preservation, rehabilitation, and use of heritage resources; (e) Integrate the conservation of heritage resources into the public and private development process and identify as early as possible and resolve conflicts between the preservation of such resources and alternative land uses. 513-05.020 Definitions For the purposes of this Chapter, the following words and phrases shall have the meanings respectively ascribed to them in this Section, unless the context or the provision clearly requires otherwise: (a) Alteration means any exterior change or modification of a designated historical landmark or any property within a designated heritage lane or historic district including, but not limited to, exterior changes to or modifications of structure, architectural details or visual characteristics, grading, surface paving, the addition of new structures, removal or alteration of natural features, disturbance of archeological sites or areas, and the placement or removal of any ` exterior objects such as signs, plaques, light fixtures, wallsy fences, steps or gates (` affecting the exterior visual qualities of the property, but does not include painting, landscaping and ordinary maintenance. -,___. Heritage Preservation X13-05.020 (b) Designated heritage Lane means a street, road, avenue, boulevard, pathway or trail designated as a heritage resource pursuant to this Chapter. (c) Designated historic district means a distinct section of the City, specifically defined in terms of geographic boundaries, designated as a heritage resource pursuant to this Chapter. (d) Designated historic landmark means a building, improvement, structure, natural feature, site or area of land under single or common ownership, designated as a heritage resource pursuant to this Chapter. (e) Eaterior architectural feature means the architectural elements embodying style, design, general arrangement and components of all the outer surfaces of an improvement, including- but not limited- to, the kind and texture of building materials and the type and style of windows, doors, lights, signs and other fixtures appurtenant to such improvement. (f) Heritage Commission -means the historical preservation commission established pursuant to this Chapter and Commissioner means a member of the Heritage Commission. (g) Commission staff means the Planning Director and his authorized representatives. (h) Heritage resource means any public or private property designated by the City, pursuant to this Chapter, as having special historical, cultural, archeological, scientific, architectural or aesthetic significance, interest or value as part of the heritage or history of the City, the County, the State or the nation. (i) Improvement means any building, structure, parking facility, fence, gate, wall, work of art or other appurtenance or addition thereto constituting a physical betterment of real property, or any part of such betterment. E Tl .. ._... i n ~ Heritage Preservation X13-10.010 ARTICLE 13-10 HERITAGE PRESERVATION COMMISSION Sections: 13-10.010 13-10.020 13-10.030 13-10.040 13-10.050 Creation; qualification of members Term Vacancy and removal Organization Powers and duties *** 513-10.010 Creation; qualification of members - There is hereby established a Heritage Preservation Commission consisting of seven unpaid members who shall be residents of the City and appointed by the City Council, with the following qualifications: (a) One member who shall have been a candidate nominated by the Saratoga Historical Foundation; (b) One member who, by reason of training and experience, is knowledgeable in the field of construction and structural rehabilitation, such as a licensed architect, engineer, contractor or urban planner; (c) Five members appointed at large having demonstrable interest in preservation of the heritage resources within the City. S13-10.020 Term The original appointment of Commissioners shall be as follows: one for two years; two for three years; and four for four years. Thereafter, appointments shall be made for a four-year term. No Commissioner shall serve more than two consecutive terms. S13-10.030 Vacancy and removal (a) In the event.of a vacancy occurring during the term of a Commissioner, the City Council shall make an interim appointment to fill the unexpired term of such Commissioner, and where such Commissioner is required to have special qualifications, such vacancy shall be filled by interim appointment, in the manner herein prescribed, with a person having such qualifications. (b) A Commissioner who ceases to be a resident of the City shall automatically' be removed and shall be so notified by the Chairman of the Commission. The Chairman shall then request the City Council to fill the vacancy. Any Commissioner may be removed at any time upon the vote of at least three Councilmembers. -~ a ~.~ .. , Heritage Preservation X13-10.040 S 13-10.040 Organization (a) The Commission shall elect annually, on or before January 31st, one of its members to serve in the office of Chairman, and may elect such other officers from among its members as it deems necessary or desirable. Should amid-year vacancy in any office occur, the Commisson shall elect a replacement officer at the next regular or noticed special meeting to serve until the next annual election of officers. (b) The Planning Director shall act as Secretary for the Heritage Commission, shall be the custodian of its records, shall conduct official correspondence and shall generally supervise the clerical and technical work performed at the request or on behalf of the Heritage Commission. (c) The Heritage Commission shall meet quarterly, or more frequently upon call of the Chairman or Commission staff, as necessary. All meetings shall be open to the public and a public record shall be kept of all Commission proceedings and actions. A majority of Commissioners shall constitute a quorum, with the Chairman having a vote. The Heritage Commission shall prescribe rules and regulations for the conduct of its business, thereafter having the powers and authority to perform the duties hereinafter enumerated. 513-10.050 Powers and duties The Heritage Commission shall be advisory only to the City Council, the Planning Commission and the agencies and departments of the City, and shall establish liaison and work in conjunction with such authorities to implement the purposes of this Chapter. The Heritage Commission shall have the following powers and duties: (a) Conduct, or cause to be conducted, a comprehensive survey of properties within the boundaries of the City for the purpose of establishing an official inventory of heritage resources. The inventory shall be publicized and periodically updated, and a copy thereof shall be kept on file in the Planning Department. (b) Recommend to the City Council specific proposals for designation as a historic landmark, heritage lane or historic district. (c) Recommend to the appropriate City agencies or departments projects and action programs for the recognition, conservation, enhancement and use of the City's heritage resources, including standards to be followed with respect to any applications for permits to construct, change, alter, remodel, remove or otherwise affect such resources. (d) Review and comment upon existing or proposed ordinances, plans or policies of the City as they relate to heritage resources. (e) Review and comment upon all applications for building, demolition, grading or tree removal permits involving work to be performed upon or within a designated historic landmark, heritage lane or historic district, and all applications Page 13-6 Heritage Preservation §13-10.050 -~ for tentative ma a royal rezonin buildi P PP ~ g, ng site approval, use permit, variance approval, design review or other approval pertaining to or significantly affecting any heritage resource. The Commision's comments shall be forwarded to the City agency or department processing the application within thirty days after receiving the request for such comments. (f) Investigate and report to the City Council on the availability of federal, state, county, local or private funding sources or programs for the rehabilitation and preservation of heritage resources. (g) Cooperate with county, state and federal governments and with private organizations in the pursuit of the objectives of heritage conservation. (h) Upon the request of a property owner or occupant and at the discretion of the Heritage Commission, render advice and guidance on the conservation, rehabilitation, alteration, decoration, landscaping or maintenance of any heritage resource; such voluntary advice and guidance shall not impose any regulation or` control over any property. (i) Participate in, promote and conduct public information and educational programs pertaining to heritage resources. (j) Perform such other functions as may be delegated to it by resolution or motion of the City Council. c WORKSHOP REGISTRATION FORiiI Please complete the form below. A separate (original or photocopy) registration form is required for each registrant Make checks payable to the Calitomia Preservation Founda- tion. Only one check may be submined for a group of registrants from the same commission. ^ Oakland, Friday, March 25 ^ Huntington Beach, Monday, March 28 ^ $50 individual. Number attending _ ^ $45 per person group care [or three or more from the same commission. Num- bcr attending _ ^ $730 per person, Monday lunch, Huntington Beach only. Number attending _ ^ $35 Optional Consultation Total Enclosed: S Name Title Orgawation Address Cuy Starr Zip Code Daytime telephone ( ) Clip and mail to: Workshop Registration California Preservation Foundation 41 Sutter Street, Suite 1593 San Francisco, California 94104 ^ A list of local accommodations and maps are available--please check if you would like to receive this with your registration material. IIE SURE TO REGLSTER IIY MARCH I5. PRIVATE CONSULTATION FORM Private 45 minute sessions will be available a[ the workshops during Thursday, March 24 and Tuesday, March 29 for representatives of local communities. Frank Gilbert ~ the National Trust will be available to discuss specific preser- vation problems facing your community. Consultations will be scheduled in order of receipt of registration forms on aspace-available basis. A fee of $35.00 has been established for this additional service. ^ Yes, I would like to schedule a private consultation. $35.00 is enclosed Earliest hour yon can be available for your consultation session ore rnursday, March 24: or Tuesday, March 29: Please indicate the topic(s) you wish to discuss with Mr. Gilbert Submit three (3) copies of pertinent documents, legislation, or other material which you would like to discuss with Mr. G7but. Please complete the Worksbop Registration Form above and enclose the Consultation fee made payable m the California Preservation Foundation. If you are also attending the Workshop, one check m cove both costs would be preferred You will be receive a confirmation of your private consultation appointment by return mail. %~ i ~i' ' In ~ ("~ N ~ ~ ~; Landmark • ~ ;,• and n r ~, ~~ ~ ~ ~' Cultural Heritage ~_ ~_ ~ Commissions ~ `^ `o' wo f WORKSHOP & CONSULTATION w ~ for Commission Members ~ i and Staff ~ ~ ~ Oakland, Diarch 24 - 25,1988 `~~ ~ Huntington Beach, March 28-29,1988 ' ~~ ~ t ~ ~ ,v . m v ~ ,an I Sponsored by: ese ~, 1 California Preservation Foundation • ~ nth cooperation from the National Trust for ` ^ Historic Preservation) C j m ~ I i ~~ J . , i , The This training pnmgram- a are day WotrlesMrp Workshop ~ ~~ Consultation, ~ d~grtcd a asst those who have bxn appointed b kudrravk atd cultural heritage commizsior[s and their staffs h will presort infartnvion on the role, resporuibili- ties, and duties of such appoinrces it will rtisctus the ins and outs of granting artifirates of appropriatetttxs Cor altering hiswrie buildings It will answer yea qucstiorts on k:ga! and proco- dttral issrtcs The Stale Office of ifistoric Presevation has mcogni7rd this wodcshop as ftilfilling the annual training regtrirerrtertts for Certified Local Governments. Who mernbecs of histeric pcwrv3tiort wrrmtis- Benefits ass ard arohitecttual review boards, and From This dteu staffs Program city p~'"°s and attorneys • architects , residents of historic districts - irdivfA,ntc interested in esLtblisitirtg a local historic district. w pressradw pogrom What nuts-and-bolts a=~^+i^~rion of mtntic~al You Gain historic preservation programs, covering From legal, P~~. and design issues Attending expert °ait`ir'g °n h°w to make °'fatrted decisions in implementing laws that parcel aril regtil.•tte landmazks and historic dutrict~ do's and don'ts of working with owners of historic properties the opporttmity fa utdiv~titrd coruultation about prtsevation poblems in your commu- nity Training Training material has been sclectM rot only for Material For the workshop, but also fa reCeccrtce and review Registrants following the training program I[ can be shared widt other conunissiortrrs and tied as an intro• duction for new board nunbers Workshop k~[! 'ast[ts raised mrtcerrting histrric preser- Topics vatiot4 including cartstiouiorta! icvtcs and California preservation laws • the Constitutionality of preservatior[ a sumnury of federal and state laws • admirtistratian of presemuion ortlinartces: public Itc.~trittgs, retards and fudings • making decisions on certificates of apprtxia[- ertcss using design grtidelirtes • surveys and the designation of historic ProP- ertics; how b support yore recontmerdatians • wracking with other city officials; P~8 a role in Ciry Halt deciders • providing "services, standards, controls and ittuYttiwes" the Sttprane Cam's deseription of activities of local presuvation cammis- lions • demolition threats; obtaining informvirxt, searrtting far alternatives Private Private Cmttitrkation sessions will 6e held on Consultations ~~Y. March ~ ~ lktkland and Tuesday, - March 29 in Huntington Beach. Representatives of local oommtatities will be able to disct[ss orte- toarte with Mr. Fronk Gilbert of the National TetM for Hittocic Preservation those preservation issues [[lost praring in their communities The sessiorts well be approxima[cly 45 minutes tit length If you desire this Constrltvion service, please oomp(cte both registration fomts. Mati*+'+tc Ca discussion (ordinartccs, codes. other legislation, prtservation issues, etc) should be prepared and sent along with the regirnation forms. Take advantage of this unique opportrrnity to meet individually wilt a renowned legal expert in the field of historic pnseavation Registration The registration Ca of 550 per porsar includes Cancellation Tn the event of a rtncellation, regisrratien fees Information Worltshop pnrticipotion on Friday or Monday ~ Nolice ~~ SIO far etch cegistauu will be refurdcd up and the Training 1lfateriak ! b March I5. No refunds wtll be made on canccllatiens roceived afar Match I5. Cattcclla- Lunch azthe Oakland Workshgr will be on }rout I tiara rota[ be made in writing and pmVrttrked by own; suggested locations will he provided. ~ the above date. Crutch in Huntington Beach wid be pmvirled az a i cost oC 5750 per person A rceeption will he held otter bah Workshops (or all [bore in aaendartrs. A reduced rate of 515 per person is available Car members of the same canntizsion who regisr[r as a group of duce ~ more. Private Consultations on Thursday, March 24 and Tuesday, March 29 will be available for an additional cost of 535. California The California Preservation Foundation was Preservation establisttod as a statewide orgy^i==~^^ to Foundation ~`'~Op cond~t• ~ Abort ~orazior'd ~ tahnical programs and activities relative to preservation and the enharcanent of California's built environment. 'This Workshop is a part of a varied program offccing which includer a gttatteciy newsletter, presentation of the annual state historic preservation conference (this year in Palo AI[o, May 19-21), and other workshops arldrtxdng critical preservation iuttes Payment in one check would be preCuable, accompanied by individual registration forms far each oonunizsion and st;t[f member. The Oakland Workshop will be held az the Lecoae Raom of the OAIQAND MUSEUM, 1000 Oak Stccet The Dfusetrm has a garage. Location of the Consultation sessions will be provided with your regiuration materials The Htntington Beach Workshop will be hdd az dte DWYER SCHOOL, 1502 Palm (Palm & 17th). The Consultation sessions will be held az the I~WLAND HOUSE AND BARN, 19820 Beach Bbd (Be<c[ch & Adams). Please call (415) 527-7808 with questions on workshop registration and content Accommo- Registrants etc ezpectcd to make thc'v own dations reservations. Frank With over 20 years of preservation law • Gilbert experience, Frank Gilbert is extremely knowl- edgeable in all areas of the law as it appGu ro historic peservation He ctmendy directs the• Nrstoric District Commissions Office az the National Trust Car Historic Preservation, Wash- ington, DC. A special oppommity has also beat presented to CaWomia trommunities who wish to bout 1U. Gilbert visit their towns or cities fa additional mrtsulting beyond the Wodahop and Corsulta- tion Mr. Gilbert is making himself available for constdting services while he is in the state. The National Tnrst fee for his services is 565.OQ1 hour. Specific derails and arrangements Cor a site visit m your community should be discussed directly with I.1<. Gilbert az the National Tnut Cor lliuoric Presevation, (202) 673-4214. -- - Saratoga News/February 10, 1968/page 19 - ~.. L,,, V 1 Yl l V I L I r 1 She knows it's silly to cry 't r will miss the f amiliar si ht of Cali Bros . Wri e g EDITOR: It is silly, of course, to cry when an old feed store is de- molished. But I.did. I am refer- rin_ g to the Cali Bros. Feed store at the corner of Stevens Creek Blvd. and Saratoga-Sunnyvale Road (old Highway 9). I have a friend who once said, "When Cali Bros. goes, so do L" How we laughed. I first saw the building as we drove up Highway 9 .with, the realtor in the mid-50s. We bump- ed our way along the two lane road from Sunnyvale to Sara- toga with orchards in hloom on either side. At one point, we even ran through a swarm of bees. As we passed the intersec- tion, the realtor pointed to the feed store and said, "(f you ever get your kids ponies or horses, this is where you'll buy the hay." Well, we did get a pony. One clear, crisp Christmas morning all the visiting relatives piled in- to our old station wagon for the short ride down Highway 9 and over Prospect Avenue. Our des- tination was the Parker Ranch to watch our youngest daughter receive her new pony, Dandy. She had so wanted this parti- cular animal, and her joy was, boundless as her cousin and her sisters appeared through the trees leading her surprise. And so, we became custom- ers of the feed store. We would park in front and go into the sales office, not just to pay for the hay we were buying, but to lcl the little lingers run through all the various grains in the open gunny sacks, a tactile pleasure few children today will ever experietlce. We smelled the leathery scent of new tack a-id the pungent odor of medicinal remedies for the animals. We heard the gossip of the locals and the laughter of long-time friendship. Cali Bros. spelled "country," and-, country we were. "It's Dandy, oh, it's Dandy, is he really mine?" I then cross over Cox Avenue and turn up Saratoga Avenue passing the closed Masson wine cellars and the ominous freeway corridor. My turn off is ahead, but I am lured to the library at the corner of Fruitvale. I stop and get out of the car and then silently thank God that someone or some group had the foresight to preserve the sur- rounding historical orchard. Because, I find that if I position myself just so, all I see are pink blossoms out of the corner of my eye, yellow mustard at my feet, and the soothing sight of misty clouds modestly veiling the fo-•- ever hills. I can then pretend that behind me, my valley is still clothed in soon-to-blossom fruit' t-•ees, that there are empty lots with wild almond to cause sur- that Cali. Bros. is still rca there. One thing about this valley that has always startled me is the surprise of Spring. While wearing heavy woolens and lis- tening to dire weather reports, in my mind I am still in the- mid- dle of Winter. Spring and tulips and baby-bird sounds seem far away. And then; in February, I'd pass an empty lot and a wild almond would be bursting its popcorn blossoms, saying, "Aha, I caught you, didn't I?' Today, i-- February of 1988, as I drive past the Apple build- ings (an "orchard" that does not bloom in the Spring!) I tell my- self Ishould feel the excitement of living in the welly button of the modern computer world. Here is where it is all happening, this is life in the fast lane, and I am a vital and active part of it. But 1 look at the buildings, at all the cars, and at the empty skyline where that old feed store used to be and what only comes to mind is what lovely trees are gone, what rich soil has been buried. I continue on and off to my right is the Parker Ranch. To- day, for all to see, it is a developed neighborhood of huge homes. But as I look at that parcel of land, for me it will always be trees and trails and meadows and the echoing happy c-•y of that Christmas morning. prise, lhat kids still walk to tow-1 fora 10¢ toy at the Variety, and Nancy Watson Ander: Sarato, :~ ~` HERITAGE PRESERVATION COMMISSION Options for Adopting the Inventory Presented in order of preference 1. Personal Letter - sample draft attached All information is given to owner using the same contents Personal as each letter refers to each owner's property Provides a record of information given and requests info on accuracy Requests that owners call for further information and input Individual attention without mass attention 2. Personal Contact by Commissioner Good method if information is given to each owner with same format Probably will have to give some written information including page from inventory for review and check on accuracy More time consuming to commissioner Individual attention with input by commissioner the same basically for all property owners 3. Neighborhood Meeting Time and location must meet all owners and commissioners More open discussion with possible problems for ~pe~^sonal attention Possibly more open opposition Will need more than one commissioner Written information for each owner to be presented with some info more compl ete than others Must request written input on accuracy 4. Public "Town Meeting" Cannot depend on all of owners attending at same time Back~~up letter to each probable with sf~eet for each from Inventory Longer meeting as each will want their problems solved at meeting All of commission will have to attend, therefore this meeting should replace commission meeting Less personal therefore more discussion openly at meeting which could cause more concerns 5. Notice in Saratoga News and Mercury-News Very impersonal No back up information on accuracy No record that owners read papers The only time that anything should be in the newspapers is when the Inventory has been approved and a good, thorough and constructive article is written for the newspapers, listing all properties and types of buildings and dates Warren 6. Heid DRAFT February 17, 1988 Mr. and Mrs. John R. Kahle 20601 Brookwood Lane Saratoga, CA 95070 Dear Mr. and Mrs. Kahle: As the chairman of the Saratoga Heritage Preservation Commission, I am pleased to inform you that your residence on Brookwood Lane has been selected as one of the important historic buildings of our City. The Commission has prepared an Inventory of historic buildings in our community with the purpose of encouraging and promoting preservation of these valuable heritage resources. The attached sheet is-a -copy of ,. the page of the"Inventory for your Brookwood Lane home which gives information about your property, the building and the history. In order to assist the Commission, we would appreciate your review of its contents to verify the accuracy and inform us if there are any changes you wish to include. One very important part of this study of historic buildings, and our Inventory, is that your building has been only listed as an outstanding historic building to be recognized by the community. In no way does this Inventory prevent you from the use of your home or restrict you in any way. Our position as a commission is one of encouraging preservation, and our feeling is that you enjoy an older home, its historic background and are very proud to have it as your home. It is our hope that you might wish to include your home as a Designated Heritage Resource. Being included in this Inventory will assist you to preserve your home using the City Ordinance. As a Designated Heritage Resource you can apply the Historical Building Code of the State of California for the rehabilitation of your home, thus maintain- ing its historic. quality. The Heritage Preservation Commission was established in 1982 to assist with the preservation of the numerous historic buildings and areas of our City. This Commission was selected from qualified citizens from various backgrounds, including a California historian, a planner, a general contractor, and architect, an~~artist and other similar professions. They have been working with various county and state lists of historic buildings to select the valuable heritage resources of our City. If you have any questions, please direct them to the Commission through Valerie Young, our staff person at City Hall (867-3438). One of the commissioners will be happy to meet with you to discuss our Inventory as it applies to your home. You are also invited to attend our commission meetings which are held on the first and third Wednesdays of each month ifs the Library Meeting Room at 3:00 p;m. Again, on behalf of the Heritage Preservation Commission, I am pleased to~send;.you this letter informing you that your home is part of the history of Saratoga ~s one of the eighty buildings selected for the Inventory. Sincerely, 4larren 6. Heid, Chairman FIERITAGE PRESQRVATION COMMISSION ;~, - - ~ ry ' - I X ~ ~ ' .f. k -, t' Peter Olsen 3 •" - S `" ~:,' '380 Mountain Home Road: f ~ ~, ~ , r• ..Woodside,_CA 9406 ~, ~ L '~ •' t~ • Y. ~ i1.y +'' f i - ,, .. 4 ~ ~~ ~ n is _ ;~{ , =February- 4, 3,1988 ~ >> Ta ;_ <~ `a .v i h ~Y ~ ~Yt rS .,t§t.r ~ ~ u . + ~ Mr . Warren He id , ",F ~~ ri ` .~ j f ~ ' Chairman'`'of Heritage.. P~`e~se~rvation .Commiss,ionr _ •' ~,xti f. ,..14630~Big- Basin Way... - - ~ ~. °:~ °~ , ` ~~, ` - Saratoga, -California` ;9.5070 ~ .~ ~. , -Dear 1~ He i3, J =~ u ~ ~ x .. r`' At~:J,this time `it~ is ~~my intention -~o pr~eserVe and ~ ~'~ ~ ~~ home rG '. ~~ ,~rehabil':tate • the~zMeaghe'r/:Smil'ey "Ca"sa Tierra''.'~~ ~` ..3 .;. ,, .,. • t ., E- _ ~.at~_1523.1 Quito `Road;.:~Sarato~ga, Santa;-:Clar.a_~County_,,,~~ USGS~~Los",Gatos~~~~ ua'dran 1e ,;Univera.al~ ' ~.~ '. California.: ~ ~ ( ~Q g ~,.. '1 .: ~•- ',Transverse Mercator.-•Coor~dinates 10: 5$90.OO.a412Z51~.0) ~ . " , I will'"make `formal _~a ~ licat.ion 'and des, nations 4 ~`` } _ at the appro-priate;: time. to ,.the fol,lo.wing.:yagenc.•ies °' 2 < <. ,~. 4. ~ of'.'government •~ f^ ~. . .`Heritage ~~'Pres~er.vatinn ~Comml'ssio~n for ~ s 4~' ~ ~ ~Saratoga= Heritage _Designat:on` ti~ Y ~~ Y y r ~: `~California~°State: Historic ~Resources° t ~`° ~~ ;~~~:~ .~ - - "'Inventory:. f,or~'.California State ;I-Iis,'t~d'rric' :~ ~- ~` ~ , , ~ .~ ' Landmark''DesignationYunder. Article r2;, s,i, ~~ ~:' _ - •~~} Sect.ion Y:50205025 3. State' of `California '~ ;: f N F- ;~ , , „United'.States: ~Departmerit Hof Interior==, ~, ~;.F ' . _ for • Nativnal~~ Registry.; Designat'ion1~under ~~_ ~{ ,~~`r'~-~=National: Pr:ese~`"vat~~i"on Aet o:f 7.96'6 ~~ ~ k " _ •,(Public ..Laws ,89-665) ~ ~ 4 ~ F ~ f `~ •! ti•, >. r Thank •you for your cooperation ': ~° :, S.inc rely `FYour,s,; -~. t ~, - ~ b _ i x~~ Y . - ~" i ,. ~ ~ .trl i~ . ~.ir .e t;e_r.„.~, 01 s e n 4 1~ 4 ~. ~ , ~,, PO . ca - ~ ~_ ~' ~:;- cc: -Valerie Young ; "' ~ x'z ~ .. . t -. ~ g- .. I. ~ ` ~ • i, r i . , t=, t - '~= j ~~ . , .. .~- F" • ~;- ~ . `Peter Olsen rr ~» ~~ .', -~ A ,. 4 . F 380 Mountain Home Road ~ ~ ~T i ' , ~. ; , - - .: _ . Woodside,:CA 9406 {j r , t z February ~4,-~ 1988 ~ - ti .~ i n ( •} E Mr:; Warren ~~ Heid ~ T ~ 4~`! `~ Chairman'of `Heritage.- Preservation Commiss'ion~• • - - - .14630. <: =~~ _ , ;. ~. `Big -Basin Way. _ ~ r ~¢ ' ~;~~Saratoga, California 9,5070N ~ 5! ~ w ~ s 1 ~ ;~ ,.. ~ •~ ' , = De a'r ~ Mr . He is ~' ~ `~''."`_ .`._-"~__. T .~.~:fit ~ ~ ~ ~ - . • ~. , ~ ~ ~. ; _.. ~. - , ,. , .•'~ At: this acme it is.~my.,_intent"~.on ~to preserve - a'nd :~ ~ rehabilitates the''~Meaghe,'r/Smley, ",Casa Tierra" 'home'- _ ... 4. ~, fat `".15231' Quito .Road',,. .Saratoga, `S.anta•`~Clar'a, Coaunty - ~~California..~'~`"~`(USGS Los``;Gatos;~;Quadrangle,;-Uni~rersa'1'i 1.. _. - r;Transverse MercatorCoordinates ~' ,.1'0.:.58'90.00 .41J2~`510): ' }~ ' S `'`, I_ will``make formal .application and de"slgnatlons s at the' appro-priate~ time to the" £o-1,Yowing agencies ., G ~~ , of,.-:government` - ~~ ~ " ~' `` - tl.r ! ` y ,,1 n ~~ ~-Heritage.Preservation Commssiori',for ~' '` ~. ~: ~ Saratoga Heri't'age _~Designati~on `, ~'~ •~ ~: .. •~ ~, " ;California.' State''Histbr.~ic; ~Res'ources ~ ~ ~ ~ ~ ` .~ ; - .:;;Inventory;.;fo;r~ Ca.l:ifor,n~ia S't•a't.e`~I-hsto'ric a • •`'Landmark 'Designation under :'Article Z;,R~ Sec,t.ion ~~5020 5025 .3 State :of -Cal`fornia.. ~ ~. ~, ;United=~,States• -Department ,of TnterzorY ~ .,~ •~ for~•National.Registry;':Designation under .~ ~, ~~ ~ ;~- ~- National;~ Pr~serVat~ion =Act- of 1°96`6 "~~~` K~ {` .' t •,(Public 'Laws 89-.665)x' ~~ i. ~ ~~ f ,. _ ~. m Thank you for?._~your coope_rat on: '; •. ~_ . - ,. ` ~ ~ s~~ ; .Sinc~'~rely~- Yours, :~~ ,. ~.::: ~~ L .(,~~ Fah _ F, ~ ~ _ "h _.eter-~Ol~sen°YV ~r ' .. f cc -Valerie :Yo.ung ~ ~ ~ ~ {{ ~s +' ,-•` } . _. ~ ~ t _ - ~~, ~ ~ ~ .. ~. HERITAGE PRESERVATION COMMISSION Options for Adopting the Inventory Presented in order of preference 1. Personal Letter - sample draft attached All information is given to owner using the same contents Personal as each letter refers to each owner's property Provides a record of information given and requests info 'on accuracy Requests that owners call for further information and input Individual attention without mass attention 2. Personal Contact by Commissioner Good method if information is given to each owner with same format Probably will have to give some written information including page from inventory for review and check on accuracy More time consuming to commissioner Individual attention with input by commissioner the same basically for all property owners 3. Neighborhood Meeting Time and location must meet all owners and commissioners More open discussion with possible problems for ~per_sonal attention Possibly more open opposition Will need more than one commissioner Written information for each owner to be presented with some info more compl ete than others Must request written input on accuracy 4. Public "Town Meeting" Cannot depend on all of owners attending at same time Back•~up letter to each probable with sheet for each from Inventory Longer meeting as each will want their problems solved at meeting All of commission will have to attend, therefore this meeting should replace commission meeting Less personal therefore more discussion openly at meeting which could cause more concerns 5. Notice in Saratoga News and Mercury-News Very impersonal No back up information on accuracy No record that owners read papers The only time that anything should be in the newspapers is when the Inventory has been approved and a good, thorough and constructive article is written for the newspapers, listing all properties and types of buildings and dates Warren B. Heid ;- DRAFT February 17, 1988 Mr, and Mrs. John R. Kahle 20601 Brookwood Lane Saratoga, CA 95070 Dear Mr. and Mrs. Kahle: As the chairman of the Saratoga Heritage Preservation Commission, I am pleased to inform you that your residence on Brookwood Lane has been selected as one of the important historic buildings of our City. The Commission has prepared an Inventory of historic buildings in our community with the purpose of encouraging and promoting_ preservation of these valuable heritage resources, The attached sheet is-a copy of :, . the page of th~~Inventory for your Brookwood Lane home which gives information about your property, the building and the history. In order to assist the Commission, we would appreciate your review of its contents to verify the accuracy artd inform us if there are any changes you wish to include. One very important. part of this study of historic buildings,,and our Inventory, is that your building has been only listed as an outstanding historic building to be recognized by the community. In no way does this Inventory prevent you from the use of your home or restrict you in any way. Our position as a commission is one of encouraging preservation, and our feeling is that you enjoy an older home, its historic background and are very proud to have it as your home. It is our hope that you might wish to include your home as a Designated Heritage Resource. Being included in this Inventory will assist you to preserve your home using the City Ordinance. As a Designated Heritage Resource you can apply the Historical Building Code of the State of California for the rehabilitation of your home, thus maintain- ing its historic quality. The Heritage Preservation Commission was established in 1982 to assist with the preservation of the numerous historic buildings and areas of our City. This Commission was selected from qualified citizens from various backgrounds, including a California historian, a planner, a general contractor, and architect, an~'artist and other similar professions. They have been working with various county and state lists of historic buildings to select the valuable heritage resources of our City. If you have any questions, please direct them to the Commission through Valerie Young, our staff person at City Hall (867-3438). One of the commissioners will be happy to meet with you to discuss our Inventory as it applies to your home. You are also invited to attend our commission meetings which are held on the first and third Wednesdays of each month iii the Library Meeting Room at 3:00 p.m. Again, on behalf of the Heritage Preservation Commission, I am pleased to send: you this letter informing you that your home is part of the history of Saratoga ~s one of the eighty buildings selected for the Inventory. Sincerely, bJarren B. Heid, Chairman HERITAGE PRESQRVATION COMMISSION AGENDA SARATOGA CITY COUNCIL TIME: Tuesday, January 26, 1988 - 7:30 p.m. PLACE: Community Center Arts and Crafts Room, 19655 Allendale TYPE: Committee of the Whole 1. Heritage Resource Inventory a. Process for adoption, public notification b. How to incorporate the inventory into the planning and building permit review process 2. Communicating with the City Council 3. Warner Hutton House - participation n relocation and renovation process t~-~ .~ "~ +~~~~ ~ ~ D ~ 0 D •f ~ ~OC~~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 (408) 867-3438 MEMORANDUM TO: Barry Peacock, City Manager January 22, 1988 DATE: FRO M: Valerie Young, Associate Planner Secretary to the Heritage Preservation Commission SUBJECT: Discussion topics for joint meeting with City Council and Heritage Commission The purpose .of this memo is to provide you with a brief background on the suggested topics of discussion for the upcoming joint meeting on January 26. The Commission came to a general concensus on these topics at its January 20 meeting. Item #1 - Heritage Resource Inventory As the inventory nears completion, the issue of the process for adopting it has come up. Section 13-10.050 (a) of the City Code describes the duty of the Commission to conduct the survey, but there is no reference to the method of adopting it. The City Attorney advised at the joint meeting between the HPC and Planning Commission (December 1, 1987 - minutes attached) that the Heritage Commission can adopt it itself. The Heritage Commission would like it to have more official status by'having the Council adopt it. The Commission would like to discuss this ,'and the related issue of public notification, with the Council. Once the inventory is adopted, the Commission is also concerned about how the properties are treated through the building and planning permit process. Also at the joint meeting on December 1, the two Commissions and staff agreed on an administrative procedure to address the Heritage Commission`s concerns. The HPC can act as a reviewing agency during the application review process, and their comments can then be incorporated into the Planning Commission agenda packet, without excessive delay to the application's processing. Item #2 - Communicating with the City Council The Commission is concerned about how to communicate its preservation concerns to the Council. This issue arose in relation to the recent memo the HPC sent to the Council regarding the Nelson Gardens property, What is the preferred format for the HPC to communicate with the Council? Item #3 - Warner Hutton House The Commission would just like to relay to the Council that they would like to be kept informed of and participate in the relocation and renovation process in whatever way is appropriate. Work is now proceeding on the relocation of the power pole on the City parcel next to Wildcat Creek to allow for the house to be moved on to the lot, nl '~ WRITT~T OQI+M~JNICATIONS #2 CITY OF SARATOGA PLANNING COMMISSION MINUTES - DATE: Tuesday, December 1, 1987 - 7:30 p.m. PLACE: Community Center Arts & Crafts Room, 19655 Allendale Ave. TYPE: Joint Committee-of-the-Whole - Heritage Preservation ------------------------------------------------------------------ The meeting was called to order at 7:35 p.m. Commissioners present were Warren Heid, Susan Guch, Barbara Voester, Roy Cameron, Elizabeth Ansnes, Janet Harris, Richard Siegfried, Sharon Landsness, Norm Koepernik, John Kolstad, Ann Marie Burger and Harold Clay. Absent were Karen Tucker and Richard Tyrrell. Staff members present were Associate Planners Kathryn Caldwell and Valerie Young, and City Attorney Hal Toppel. I. ITEMS OF DISCUSSION A. Review of each Commission's powers and responsibilities as set forth in the City Code. Planner Caldwell reviewed the Planning Commission's responsibilities and Planner Young reviewed the Heritage Commission's responsibilities. Commissioner Burger asked for clarification on the "standards" discussed in item (c) of the Heritage Commission's powers and duties. There was consensus that these standards were ones that could apply specifically to ,historic buildings, such as the State Historic Building Code and. the U.S. Secretary of the Interior's Standards for Rehabilitation. Commissioner Burger also expressed a desire to .receive formal comments from the HPC when applications involved designated resources. Commissioner Ansnes replied that a procedure for- such comments was already in place in the ordinance for designated properties and that the concern was more for structures that were on the inventory. Commissioner Heid and Planner Young briefed the group on the status of the inventory, reporting that it was near completion. City Attorney Toppel discussed the procedure that would be followed for adopting the inventory. He said the HPC would adopt it by resolution, then forward it to the Planning Commission, City Council and Planning Staff. He said that many problems and complications could be avoided if the HPC adopted it rather than sending it to the Council for adoption. If it went to the Council, the public may get the impression that there is some regulatory impact associated with listing on the inventory, when that is not really the case. He suggested the Commissions focus on the administrative review procedures to be .followed for properties on the list. .. Commissioner Heid expressed his concern that there needs to be a commitment to preservation from all City decision- . 1 . ; ,_., ,~ making bodies. He said that property owners will be notified that they are on the inventory, to foster public knowledge. City Attorney Toppel suggested that the HPC could act as a reviewing agency during the application review process, much like the Fire or Water Districts. Their comments could then be incorporated into the staff report for the Planning Commission. It would not create extra hearings or delay the process. Commissioner Ansnes expressed concern that if the project met all the zoning standards but was not "historically correct", there still was no legal strength to the Heritage Commission's comments. Commissioner Koepernik concurred, and said it was important, therefore, for the Planning Commission and staff to have a sensitivity to compatible construction when heritage resources were concerned. Commissioner Cameron said that the HPC can provide valuable input in that regard to the Planning Commission. Planner Caldwell then recapped the administrative procedure that would be used for properties on the inventory, and encouraged the HPC to get it completed as soon as possible so it could be made available to Council, staff and Planning Commission. B. Discuss possible changes to the City Code to encourage preservation of heritage resources. Commissioner Voester stated that often times the building and zoning standards of today don't fit buildings from the past. Commissioner Heid said one place to start would be encouraging the use of the State Historic Building Code for designated resources; this code allows some relaxed standards for older buildings. Planner Caldwell emphasized that there was a difference between the building code and the zoning code, and that the Planning Commission doesn't get involved in building code questions. Commissioner Ansnes asked if the variance procedure could be used to allow variations to the zoning code for historic buildings. City Attorney Toppel stated that the state law regarding variance findings was very strict and applied to physical hardships of the lot, not to historic value. Planner Caldwell said that the staff and Planning Commission could not usually support variances to parking, especially in the Village. Commissioner Guch said the main problems arise when historic residential structures are converted to _ commercial uses and different standards then apply. .Planner Caldwell said the Planning Commission already has tools in the Zoning code to allow for modifications to parking. and ~ non-conforming setbacks. She also said that many types of building permits such as remodels, new windows and 2. . A i T: demolitions are ministerial and are not even reviewed by the Planning Commission. Commissioner Voester expressed concern that there needs to be policy support for preservation from the Council, and that they need to hear that from the community. Commissioner Ansnes said that preservation activities were getting better publicity now; she reported on the recent presentation of bronze plaques for two designated heritage resources. The group agreed that greater publicity and public awareness were beneficial to preservation in Saratoga. C. Discuss Heritage Resource Inventory This item was discussed under Item A. II. ADJOURNMENT The meeting was adjourned at 9:00 p.m. DESIGNATED HERITAGE RESOURCES ORDINANCE DATE PROPERTY APN NUMBER DESIGNATED Saratoga Foothill Club 397-22-31 HP-1 3/21/84 (20399 Park Place> Villa Montalvo 517-15-12,13 HP-2 4/18/84 (Montalvo Road) Central Park 397-30-53 HP-3 8/15/84 William King House 517-08-46 HP-5 4/17/85 (14672 Oak Street? Saratoga Historical Museum 517-10-13 HP-7 10/16/85 Saratoga Public Library 517-10-12 HP-9 10/16/85 (14410 Oak Street> McWilliams House 517-10-13 HP-10 10/16/85 (Office of Saratoga Chamber of Commerce) Nardie House 517-8-4 HP-11 3/5/86 (14650 6th Street) Saratoga Volunteer Fire Bell n/a HP-12 4/1/87 (near 14434 Oak Street) Missionary Settlement House 517-8-17 HP-13 4/1/87 (14683 Oak Street> -------- ----------------------- Not designated: ------------------ ------------- ----------------- HP-4 Judge Foster House (14510 Big Basin Way) HP-6 Hakone Gardens HP-8 Oak Street School I /'A ;, r -L~ '~~ MEMORRNDUM T0: City Manager FROM: Heritage Preseruation Connission DRTE: January 31, 1986 SUBJECT: Priorities for 1986-87 Budget ------------------------------------------ ~~i `•.~ The following is a list of priorities for the City from the Heritage Preservation Connission for the 1986-8? Budget: 1. To preserve the tJarner Hutton house. a. To encourage the City to work with CalTrans to relocate the tJarner Hutton house. 2. To establish a better working relationship with the-City L'ouncil. a. To work with the City Council to establish a regularly..... scheduled work session so that projects or concerns of Connission nay be discussed. 3. To cooperate and interact with other Connissions and agencies, on si•nilar interests. a. 1•o set up a work session with the Planning Corrnission to discuss goals and policies to preserue heritage resources. b. ~o work with the Planniny Connission to develop a better connunication between the Connissions. c. To reconnend that the City Library update and catalogue the Robinson Heritage Resource Collection. d_ To forward a copy of *he conpleted Heritage Resource Survey to the City Library. 4. To participate in conferences dealing with the preservation •• _ of heritage resources. S. ~o cooperate in the inplenerrtation of the Uillage Plan. a. To suggest anendnents for a Uillage Overlay Zone tha t would include adjacent residential areas. b. fn encourage c:le•velop.nenk. of a Des.i.gn Guideline .which ._..~,..~.~ nrorrote ttre historic ctraracter o~ the Uillage.. ,~ Heritage Preseruation Commission Priorities Page 2 6. To provide a written report to the City Council at the end of the year that would evaluate the accomplishments of the Heritage Preseruation Commission and the attainment of goals. 7_ To update the Historic Building Suruey_ a. To set up program with local colleges to obtain student help to continue the surveying process. , 8. To complete a map for the Village area that wall identify the historic buildings. 9. To continue sponsoring the Historic Home Tour and further streamline the process. :,J .~ 10. -fo continue to recommend the designation of historic . resources to the City Council. 11. fo delineate and recommend the designation of historic districts. .._ _ _.. 12. To review the possibility of adding an Historic Element to . the General Plan. 13. To promote the positive press coverage of Commission activities. ,~. 14. To prepare a slide show of historic Saratoga that would be ~' made•auailable to interested community service groups. ~ ~.. ~_ J SI-raron Landsness, Chairman , ~ Heritage Preseruation Commission ~ ~~ 1 1 1 1 1 1 1 ~ 11 1 1 1 1 1 1 1 1 i t l 1' I ~ ~' ' 1 4 ~ ' ~ CITY OF SARATOGA `~~` HERITAGE PRESERVATION COMMISSION AGENDA DATE: Wednesday, June 1, 1988 - 3:00 p.m. PLACE: Warner Hutton House 13495 Sousa Lane, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGANIZATION A. Roll Call B. Approval of Minutes of 5/18/88 C. Posting of Agenda D. Oral and Written Communications II. OLD BUSINESS A. Heritage Resource Inventory III. ITEMS INITIATED BY THE COMMISSION ;~. A. Recap of Historic Preservation Conference IV. ADJOURNMENT *PLEASE NOTE THIS MEETING WILL BE AT THE WARNER HUTTON HOUSE ~. '~._- ~? ~~~1C~~'C~~ • ~ti.-- CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION MINUTES DATE: Wednesday, May 18, 1988 3:00 p.m. PLACE: Warner Hutton House, 13495 Sousa Lane, Saratoga TYPE: Regular Meeting I. Routine Organization A. Roll Call Present: Commissioners Koepernik Absent: Voester, Heid Staff: V. Young Cameron, Ansnes, Landsness, B. Approval of minutes of 5/4/88 M/S Cameron/Landsness to approve the minutes of 5/4/88 as submitted. Passed unanimously. C. Posting of Agenda Staff noted the agenda was posted at City Hall on Friday, May 13, 1988. D. Oral and Written Communications V. Young distributed and discussed information on the preservation conference this week in Palo Alto. II. Old Business A. Heritage Resource Inventory V. Young noted that Chairman Heid had given her forms with comments and .corrections from Melita Oden, to discuss with the Commission. The Commission reviewed the forms and agreed that they should postpone adopting the Inventory until the changes were incorporated into the forms. They also assigned selection criteria to the remaining four properties, #35, #65, #21, and #58. They determined that #35, 20271 Marrick Drive, suggested by Commissioner Voester, met the criteria and should be included in the Inventory. Staff will correct the forms so the Inventory is ready for adoption at the next meeting. .• Heritage Preservation Minutes - 5/18/88 III. Items Initiated ~ the Commission The Commission discussed the vacancy left by Dick Tyrrell's resignation. V. Young noted the filing deadline. for applicants was May 27, 1988. IV. Adjournment The meeting was adjourned at 5:00 p.m. The next regular meeting will be held at 3:00 p.m. on Wednesday, June 1 in the Warner Hutton House. Respectfully submitted, Valerie Young Secretary to Commission • .~ `.,~,,~ Oo~D o ~~~~Q~~ i _ RESOLUTION HP-88-O1 ,~ A RESOLUTION OF THE HERITAGE PRESERVATION COMMISSION OF THE CITY OF SARATOGA ADOPTING THE HERITAGE RESOURCE INVENTORY. WHEREAS, the Heritage Preservation Commission was established by the City Council in 1982 to assist with and encourage the preservation of Saratoga's heritage resources; and WHEREAS, one of the Commission's primary duties, as stated in Section 13- 10.050 (a) of the City Code, is the completion of a comprehensive survey of properties within the boundaries of the City for the purpose of establishing an official inventory of heritage resources; and WHEREAS, the Commission has conducted the survey in accordance with guidelines established by the State Office of Historic Preservation; and WHEREAS, the Commission has determined that each of the eighty (80) properties listed in the Inventory meets at least one or more of the criteria for designation of a heritage resource, as outlined in Section 13- 15.010 (a through g) of the City Code; and WHEREAS, the Inventory will be periodically updated in the future, by resolution of the Heritage Commission, as additional heritage resources become known and documented. • NOW, THEREFORE, BE IT RESOLVED, that the Heritage Preservation Commission of the City of Saratoga hereby adopts the Heritage Resource Inventory, set forth on Exhibit A and incorporated herein by reference, as the official inventory of heritage resources in the City of Saratoga. PASSED AND ADOPTED by the Heritage Preservation Commission at a meeting thereof held on the first day of June., 1988, at which a quorum was present, by the following vote: AYES: NOES: ABSENT: Chairman, Heritage Preservation Commission ATTEST: • Secretary, Heritage Preservation Commission 1 EXHIBIT A HERITAGE RESOURCES INVENTORY Historic or Architectural No. Address Common Name Style Criteria 1 13361 Argonne Dr. Johnson-Kerr House Craftsman a,c 2 20021 Bella Vista Rancho Bella Vista Italian Villa a,b,c,d 3~ 14413-14415 Big False-front Basin Way Kerr-Hogg Building Pioneer a,b,e 4 14421 Big Basin Way Saratoga Bank Bldg. Classic Revival a,c,e 5 f 14495 Big Basin Way Hutchinson Building Pioneer a,e 6 14501-14503 Big Decorative Basin Way Cloud-Smith Building Pioneer/ a,b,e Neoclassical 7 14510-14540 Big Basin Way J. E. Foster House Pioneer Cottage a,e 8 14519 Big Basin Way Green Store Building False-front • Pioneer a,e 9 14521 Big Basin Way Grover House Pioneer Cottage a,e 10 14605 Big Basin Way Pettis Livery Pioneer a,c,e 11 14605 Big Basin Way Erwin T. King House Colonial/ Salt Box a,b,c,e 12 14630 Big Basin Way John Henry House Pioneer Cottage a,b,e 13 14669 Big Basin Way Fabretti House Pioneer Cottage a,e 14 20900 Big Basin Way Maclay Cottage Queen Anne a,c 15 21000 Big Basin Way Hakone Gardens Japanese a,c,d, e, g 16 20150 Bonnie Brae James Richards House Craftsman Bungalow a,b,c 17 20601 Brookwood F. B. Willard House California Lane Craftsman a,c 18 20611 Brookwood Henry Jarboe House Pioneer a ~, 19 19474 Burgundy Way Cherrymount Farmhouse a,f 1 Historic or No. Address Common Name 20 19161 Cox Avenue William Cox House 21 14445 Donna Lane Webster-Sutro House 22 14315 Douglass Lane Hayfield Caretaker/ Garage Buildings 23 19855 Douglass Lane Crowell House 24 Fruitvale/Saratoga Central Park Orchard Avenues 25 13616 Fruitvale Ave. Reynolds Ranch 26 14251 Fruitvale Ave. Novakovich Ranch 27 14500 Fruitvale Ave. Odd Fellows Home 28 14711 Fruitvale Ave. Ellis House 29 15095 Fruitvale Ave. Fair Oaks 30 19490 Glen Una Carter House Drive 31 20252 Hill Avenue Hale Estate 32 20235 La Paloma Ave. Hayfield House 33 20600 Lomita Avenue Hannah McCarty House 34~ 20731 Marion Avenue Pollard House 35 J 20271 Merrick Drive Rev. Pollard Ranch House 36 15400 Montalvo Road Villa Montalvo 37 14475 Oak Place 38 14410 Oak Street 39 14488 Oak Street 40 14534 Oak Street Almond Hill Village Library Saratoga Volunteer Fire Bell Lundblad's Lodge Architectural Style Craftsman Dutch Colonial ~ i Criteri t- a, b,,c English Country a,c,d Pioneer a,c N/A a, g Pioneer a,b,g Queen Anne a,c,g Mission Revival a,b,c,d Folk Victorian a,e 1~rairie/Classic Revival a,b,c Spanish a,c Colonial Mediterranean a,b English Country a,c,d Pioneer/Greek Revival a,b,c Queen Anne a,b Pioneer Italian Villa a,b,c,d, e,f,g Shingle Craftsman a,b Mission a,b,c, Revival d,e N/A a,b Craftsman ~''~_ Shingle a,c,e V 2 '` No. Address .~' 41 14592 Oak Street 42 14666 Oak Street 43 14672 Oak Street 44 14683 Oak Street 45 14690 Oak Street 46 14766 Oak Street 47 20390 Park Place 48 20399 Park Place 49 5 0 ~/ 51 52 J 53 54 15320 Peach Hill Road 14820 Pierce Road 15231 Quito Road Historic or Common Name Saratoga Grammar School Congregation Church Parsonage William King House Missionary Settlement House Van Arsdale House Madronia Cemetery Saratoga Federated Church Saratoga Foothill Club Carey House Paul Masson Lodge Casa Tierra 20105 Rancho Bella Sterne-Andres House Vista 18490 Ravenwood Brandenburg House Drive 13631 Saratoga Ave. Rawdon Dell Ranch 55 13915 Saratoga Ave. McGrew-Atkinson House 56 13991 Saratoga Ave. Meason House 57 14075 Saratoga Ave. E.M. Cunningham House 58 59 ~~ 6 0 14120 Saratoga Ave. J.C. Cunningham House 14189 Saratoga Ave. Thomy House 14275 Saratoga Ave. Higginbotham House Architectural Style Criteria Spanish Colonial Revival a,e,f Pioneer/Greek Revival a,b Pioneer/Colonial Revival a,b Queen Anne a,b,c,e Queen Anne a,c N/A a,b,g Mission a,b,c, Revival d,e Bay Region/ a,b,c, Craftsman d,e Monterey Colonial a,c,d French Chateau a,b,c. Southwest Colonial. a,b,c Pioneer/Classic Revival a,c Decorative Pioneer. a,c California Bungalow a,c Pioneer .a,c Pioneer a,c Decorative Pioneer a,b,c,e Decorative Pioneer Pioneer a,c California Craftsman a,c 3 Historic or Architectural No. Address Common Name Style Criter' 61 14280 Saratoga Ave. Luther Cunningham Period Revival Stone House a,b,c,e 62 14300 Saratoga Ave. Francis Dresser House Neoclassic a,c 63 Saratoga-Los Gatos Memorial Arch and Spanish Colonial a,b,c, Rd./Saratoga Ave. Landmark Plaque Revival d,e 64 19221 Saratoga-Los Tibbett House Craftsman Gatos Road Bungalow a,c 65 20330 Saratoga-Los The Deodars Mediterranean / / Gatos Road Villa a,c 66 ,( 20360 Saratoga-Los Bellgrove Spanish Gatos Road Colonial a,c 67 20375 Saratoga-Los Woodleigh Greek Revival Gatos Road a,c,e 68 20400 Saratoga-Los T.S. Montgomery N/A Gatos Road Stone Wall 69 20450 Saratoga-Los ? False-front Gatos Road Pioneer , a,c,e • 70 20460 Saratoga-Los McWilliams House Pioneer Gatos Road Cottage a,c,e 71 20490 Saratoga-Los Methodist-Episcopal Pioneer - - Gatos Road Church a,b,e 72 14051 Saratoga- Neil Carmichael House Neoclassic a,b Sunnyvale Road 73 14421 Saratoga- B. Grant Taylor House California Sunnyvale Road Craftsman a,b,c,d 74 14650 Sixth Street Nardie House Queen Anne . a,c 75 14700 Sixth Street St. John's Episcopal Pioneer a,b Church 76 13495 Sousa Lane Warner Hutton House Queen Anne a,c 77 20640 Third Street Sam Cloud Hay & Feed Pioneer Warehouse a,b,c,e 78 12239 Titus Avenue Andersen House Pioneer a,c 79 11995 Wallbrook Dr. Hyde House Craftsman Bungalow a,c 4 No. 80 .~ Address 20770 Wildwood Way Historic or Common Name Springer House 5 Architectural Style Pioneer a,b r s a ~~~ i • ' NATIONAL CENTER FOR PRE SE R`VATION LAiV 1233 20TH STREET, N.W. • .SUITE 301 • WASHINGTON, D.Ci. 20039 • (202) 828-9911 PHEHIDHNT TERSH BOASHERO. ESQ. ;~t~~~IV~C~ r1AY 1 '~ 1983 f~l_ANNING DEPT. PRESERVATION LAW UPDATE 1988-16 EXECUTIVE DIRECTOR STEPNEY ti. DEV~r[s. EsQ. April 29, 1988 Tax Assessor Must Consider Prospect of Historic District A recent District of Columbia decision appears to be the first decision in the country on the question of whether a tax assessor must factor- into calculations of "estimated market value" the likelihood that a pending application for creation (or expansion) of a local historic district will be successful and thereby affect permanently the market value of an individual property. In 1827 M Street Inc. v. District of Columbia (No. 85-688, D.C. Court of Appeals, decided January 29, 1988), the court held that a strong likelihood that an application might be filed would not be enough to require a tax assessor to consider the likely impact of final historic district designation, but that actual filing of such an application would require the assessor to consider such a possibility: We hold that the pendency of the application must be taken into account by the assessor because it is a "factor which. might have a bearing on the market value of the real property," but that the prospective filing of the application need not be taken into account. The plaintiff in 1827 M Street had challenged tax valuations for both 1983 and 1984. In the District of Columbia, tax values are set as of the January 1 preceding the tax year, which runs from July 1 through June 30. Several local groups filed an application with the Joint Committee on Landmarks sometime in February 1982, after the date on which the 1983 tax year's assessment would depend but before the date on which the 1984 tax year's assessment would depend. (The D. C. Historic Preservation Review Board now exercises those functions formerly carried out by the Joint Committee on Landmarks.) The court in 1827 M Street noted that "there appear to be no reported cases dealing with the precise question presented here" but turned for precedents to "cases involving imminent changes in zoning classifications." YATIO~I!-L CEYTER FOR PRE$ERVATIO~I L.~-W Many courts have held, usually in eminent domain cases, that in determining the fair market value of a piece of property, evidence of a reasonable probability of a change in zoning within a reasonable time may be admitted, and its effect on market value may be taken into account. The inclusion of a building in a historic district limits the use to which that building may be put in the same way that a restrictive zoning classification limits its use, and thus the reasonable probability of its inclusion in a historic district may affect its market value dust as a reasonable probability of a change in zoning may affect its market value. We find the zoning analogy persuasive and adopt the rationale of those cases as applicable to this historic preservation case. Evidence presented by the plaintiff.tended to show "that any willing buyer having knowledge of the pending application to expand the historic district 'would not have valued the property as if the highest and best use was assemblage and demolition, but rather from the viewpoint of income potential assuming the property was required to be preserved."' The court in 1827 Street was forced to decide when the tax assessor would need to begin considering the likelihood of eventual historic district designation: ~W~e hold that the filing of an application with the Historic Preservation Review Board, an executive branch agency, makes any information in that application ~' "available" for tai: assessment purposes. The filing of the application puts the Mayor and all his subordinates, including the tax assessor, on notice of its contents. . [W)e conclude that the anticipated filing of an application can have no legally cognizable effect on the estimated market value of the. property. The court pointed out that the District of Columbia's tax assessor had improperl~- used as "comparables" both properties within the proposed historic district and properties outside the proposed boundaries: In addition to us'Lng as comparables properties located in both the existing 2istoric district and the proposed area of expansion, the assessor also used properties located outside both areas, which were not truly comparable. The mere fact that such properties, given their age and architecture, might have been the subject of applications for historic district designation did not make them comparable properties, because in fact they were not located in an area which was the subject of an actual application to create or' expand a historic district. To treat them as true comparables, the assessor should have made ad~ustmenta in their selling prices to reflect the dissimilarities with appellant's properi~y. YATIO:YALCE~ITER FOR PRE6ERVATIO~I LAW The court pointed out that although the tax assessor might ~ have used either (1) the comparable sales method, (2j the -. replacement cost method, or (3) the income method in valuing plaintiff's property, the assessor was required to consider those .factors which might have had an impact on the value of the property: The fact that the Director of Finance and Revenue may use any of the three recognized methods of valuation does not mean that he may refuse to consider a factor which might have a bearing on the market value of the property., Whatever method he uQes, he must always take such factors into account in his calculations. If he elects to use the comparable sales method, he must restrict his choice of comparables to other properties in the area subject to the same (or a similar) pending historic district application. If that is not possible, he must adjust the prices of the comparables he chooses so as to reflect the fact that they are outside the designated area (and thus not likely to be subject to the restrictions of the historic preservation statute), thereby making them truly comparable. The court upheld a summary judgment by the D.C. Superior Court against the plaintiff for the 1983 tax year, but reversed the Superior Court's decision as to the 1984 tax year. One member of the three-judge panel concurred with the > judgment as to the 1984 tax year but dissented as to the judgment ~- for the 1983 tax year, arguing that the strong likelihood of a historic district expansion application had been known even for the 1983 tax year: Although the record is not entirely clear, I read appellant as asserting that on the critical date in question, January 1, 1982, the prospects of inclusion in an historic district were appreciably affecting the market value of its property. Although no application was formally filed until a month later, considerable activity toward historic district status ` was taking place. Satisfying though it is to draw bright lines in the law, I am unable to say that there could be no legitimate factual dispute about the effect of such activity on market value. I certainly cannot say on the record befor® us that the filing of a historic district application is, as a matter of law, the critical event that turns the prospect of change into such a probability, even in the general run of cases. I do not read the statutory language that assessments shall be based upon the sources of information available to the Mayor as precluding the use of information about prospective historic district status that would be known generally to informed buyers. (A subscription to the "Preservation Law Updates" series for 1988 is available for $55.00. Please send inquiries to the National Center at the address listed at the top of this "Update.") 1 `~ ~ ~ ~ ~ 1 \ ~ ~ ~J ~LJ ~ ~ JLI ~ JL '~Y ~ ~ ~ .ILI S 1iJ ~ ~ ~ j~ ~ ®~ JlJ ~ ~ YT 1233 20TH ST$EET, N.~: • SUITE 501 • WASHINGTON, D.Ci. 20039 • (202) 828-~ PBEHIDENT EXECCTIVE DIHECTOB TERSH BOASHEHO, ESQ. STEPHEN ti. DEN?t15. ESQ. ~'7EtESE1tVATYON LAW UPDATE 1988-18 ~ May 4, 1988 English Court Holds that "Demolition" Includes Partial Demolition and Upholds Requirement that Demolished Building be Restored Mr. Justice Mann of the Queen's Bench Division of England's High Court of Justice ruled on December 21, 1987 in a case involving the dismantling of a 17th Century barn for shipping to the United States that a "listed building enforcement notice" may be served even when a building has been "demolished" and that a person may be considered the building's "owner" even if he owns only some or all parts of a dismantled structure. A Mrs. Davenport, the owner of Stagbatch Farm near Leominster in the County of Hereford and Worcester, dismantled a 17th Century barn on her farm in 1985 ~:id sold its timber framing J to a person who "received some 70 to 80=s of the barn's timbers in~ a condition which rendered them suitak'1e for re-erection." The purchaser then arranged with Antique :ountry Buildings Limited (trading as British Historic Buildi:~gs) for the company to acquire the timbers for shipping to {•.he United States and re- erection there. (An Inspector for the Department of the Environment found in an inquiry that th= person who purchased the barn fragments paid 3,750 pounds for them but resold the pieces for 40,000 pounds and had received 13,500 pounds in payment toward this amount.) Demolition of the barn was discovered when shipping agents applied for an export permit. Several injunctions were issued in August 1986 to prevent removal of .the timbers from the jurisdiction of the Leominster District Council. A few days later, the Council issued listed building enforcement notices on several parties requiring re- erection of the barn on its original si~e. Various appeals followed, and the case came in time to the Queen's Bench Division of the High Court of Justice for decision. The two principal issues on appeal were: 1. Does a planning authority have power to serve a listed building`~enforcem"ent~notice notwithstanding that the building to which it relates has been demolished? •. ~iATIO~i.~LCE\TER FOR PNE6iF:RV.1T10~I LA~~' 2. Is a person capable of being regarded as the owner of tha listed building when he is the owner of (a) all of _ -~ the extant parts of the building which has been demolished or (b) some of the extant parts of the building which has been demolished? Mr. Justice Mann stated on the first issue: Demolition of a listed building without a consent is a contravention of section 55(1) of the [Town and Country Planning Act of 1971]. As such it is, on the face of it, a work which justifies the issue of the listed building enforcement notice which can require steps to be taken for. the restoration of the building. I do not see why demolition cannot either be partial or total. The draftsman draws no distinction between the two and it would, in my judgment, be absurd to do so. I am comforted in my conclusion by what [a judge in the lower court] said : I can quite see that in some context, perhaps in many contexts, a heap of timbers would not be described as a building, but the question in each case is one of context. The relevant context here is the provision ,in the Town and Country Planning Act which says that if in contravention of listed building control someone has carried out works of demoli',:ion to a listed building, the planning authority may ~•equire him to take steps ~. for restoring the building tc~ its former state. When it says 'restoring the building to its former state', does that exclude cases in ~•hich the demolition has been so complete that there ~s nothing left which, in other contexts, one might >>rdinarily describe as a building? If this is the ;ease, the result from the point of view of common-sense would be very surprising. It would mean that a person who had wrongfully commenced to demolish a listed building but had not got so far as to reduce it to a total ruin could be required to restore it to a former state. If, however, the demolition had proceeded so far that there was nothing which could any longer be described (without regard to context) as a building, the wrong-doer might be prosecuted but could not longer. be required to take any remedial steps. This, it must be noted,. is not something that would depend on the practicalities of -- taking remedial steps. It might be just as easy or just as difficult to restore the partly demolished building as the wholly demolished building. The distinction would be purely semantic, namely what was left could be described contextually as a building or not. If that is the law, then persons seeking to make a profit by the dismantling of listed buildings would - be•°well•-advsed •to -dismantle them ~as quickly and thoroughly as possible before the local planning • \ATIO\ALCE:~TTE12 FOIL PI2EfiEJE2VATI0~1 LAW authority can get wind of what they are up to. Once the dismantling had been completed, they would be outside the scope of the powe.,:s of the authority. I do not accept that the Act requires me to make such a silly semantic distinction. Lt seems to me that in the context of Section 96, the word 'building' is perfectly capable of meaning something which had been a listed building but which had since been demolished. At any rate, all that is necessary for the purposes of this motion is for me to decide it is reasonably arguable that that is the case and I so do. Whether all pieces of a building must remain in existence before the owners can be required to "restore" the building was also an issue in the case: I have said that where the components of a building are extant, then restoration is possible. I do not thereby intend to say than all of the components must be extant. So long as there are sufficient to justify what is describable as "restoration" that is adequate. It is a matter of fact and degree. The: same is true of the building which is partially demolished In this case 70~ to 80~ of i;he structural timbers are extant and, in my judgment, the planning authority was entitled to issue a notice requiring restoration. Another issue in the case was :~hether the building had' ceased to be "real property" and had Become "personal property" once demolished and separated from the land on which it formerly stood: I turn to the question of whether the applicants, being the owners of the disassembled parts, are capable of being the owners of a listed building. The translation from realty to personalty with the prospect of reincarnation as a corporeal hereditament does not seem to me to be relevant. He who owns th~a parts owns the building. Any other co,nc]'usion. would allow. .an ~ evaporation of the building environment dependant on whether or not the owner of the site disposed of the re-erectable remnants. The parts must of course be .fairly describable as "the building". A single block from the previous London Bridge would not in any ordinary use of :Language entitle the owner of the block to describe himself as the owner of London Bridge. Ownership of 70~ to 80~ of the components would render him capable of so describing himself. The owners of the disassembled parts to the barn seem to have argued that the requirement that they restore the barn would. result in a barn in better condition than the building prior to its demolition: ~ -~~ `.~~r[c~~.~[.cr:MTh x Fo[t r~xhr~r:[tv.~~r[oar r..~w No complaint was made of the Secretary of State's requirements as such. That compliance would result in an improvement to the barn does not in my view attract an argument if the improvement is a simple consequence of restoration. Of course a restored barn will be fitter than when the components were last •~ogether but that is a consequence of restoration and is riot the consequence of an excess requirement. American readers may be interested in the specific requirements set forth in the listed building enforcement notice: (a) delivering the. components of the building from its present whereabouts to Stagbatch Farms; (b) making good and preparing its foundations in a proper and workmanlike manner to receive the listed buildi:g; (c) carrying out such repairs and remedying such deficiencies to the timbers of the building as are necessary to its proper re-erection; (d) restoring the building to its former state so far as reasonably practicable in accordance with available documentary records and the .personal recollections.~of Mr. J. R. D. Langdon and Mr. John Giles; (e) by retiling the tiled roof, using the original materials so far as is practicable; (f) applying appropriate wea;~her boardin to all g elevations; (g) hanging-appropriate doors in all door openings. Jacqueline Partridge of the Historic Areas Division 'of English Heritage (the Historic Buildings and Monuments Commission for England) has commented: "This case is important in English listed building law, because it clarifies the point that even when a building has been demolished, if substantial parts have been stored away, it is still defined as a building and notice can still be served on its owner, requiring it to be restored; and also that this is a reasonable requirement, even when the land is not owned by the owner of the building!" The strong position of the English courts on relocation of a historic _ structure in the Stagbatch Farm case should be contrasted with the far more flexible position of the Connecticut trial court in Kennedv v. Town of Wallingford (see "Update" 1987-15). Copies of the opinion are available for $6.00. (A subscription to the "Preservation Law Updates" series for 1988 _ is available for $55:00: Please send inquiries to .the National Center at the address listed at the top of this "Update.") • 1~~~1 Prince Charles Applauds Preservation at Remaking Cities Conference is Royal Highness the Prince of Wales' thoughtful and de- termined support brought historic preservation to center stage at "Remaking Cities," a conference convened by the American Insti- tute of Architects and the Royal Institute of British Architects in Pittsburgh on March 2-5. Prince Charles was the honorary chair- man of the conference, which focused on the problems of older U.S. and British cities whose traditional industrial base has eroded. The conference, which in- cluded workshops on such topics as new economic opportunities for older industrial cities, the evoly- ing conflict between city and suburban expansion, neighbor- hood preservation and develop- ment, private/public partnerships and a vision for future cities, attracted a wide variety of partici- pants, including National Trust President Jack Walter. Architects, planners, bankers, developers, so- ciologists, educators, elected offi- cials and historians were among the 400 who attended. Discussion examples and case studies represented a diversity of experiences, from Detroit to Dublin. A multidisciplinary team of U.S. and British architects, urban planners and other profes- sionals presented a report on the adaptive use of the huge, aban- doned steel mills along the Monongahela River southeast of Pittsburgh. Prince Charles, a recognized advocate of urban revitalization based on the inherited quality and individual history of cities, addressed the gathering on its final day. After noting the com- plexity of the issues involved in urban revitalization, the prince strongly endorsed historic preser- vation and an architecture with a social conscience: "I do believe there is less chance of getting things wrong if sensible and effective ways are found of consulting the existing inhabi- tants of our cities.Perhaps this way we shall encourage people's concern for the continuity of the past, for conservation and a search for an acceptable, if reminiscent, vernacular architecture which will help to reinforce people's sense of belonging and involve- ment in places. If we help to re- create places where people can walk in comfort and security and can look about and be entertained by buildings thr` are tuned to the eye; if we encourage a renaissance of craftsman- ship and the art of embellishing buildings for man's pleasure and for the shee joy in beauty itself, as oppose to mere functio: alism; then we shall have made our cities center of civilization once again. Clearly, urban re- - generation has to be fueled by a renewed economic incentive, but if the money motive for develop- ment is the only serious force in urban renewal then we shall not succeed. Building is about more than just money and market forces." Prince Charles' championing of architectural and planning reform has exerted considerable influence in Britain. His performance in Pittsburgh encouraged partici- pants and generated publicity that conference planners hope will have a significant impact on public opinion in America. Although conference partici- pants failed to formulate a work- able method for applying architec- tural "bottom-up" strategies to the formidable complexity of citywide regeneration, they reached a positive sense of agree- ment on several basic guidelines. Cities must create a~ sense of belonging and place, must be based upon greatly increased participation in the decision- making process, must conserve the evidence of the past while adapting to future needs, must comprise distinct neighborhoods h heterogenous sand populations 1 must be estheti- ly attr9ctive. :pen`s can further iese ends by icreasing their :sponsiveness to pore and different rinds of people. ?rince Charles stressed these ideas as he praised efforts to pre- serve community heritage: "The secret is to enthuse people ave become de- moralized and, perhaps re- signed to the hopelessness of their position, through professional leadership and through helping people themselves to overcome problems. This may be through helping them to rehabilitate their own houses, for instance, which in turn gives them newfound confi- dence through the acquisition of a skill. Through confidence comes hope: through hope comes new ideas and nesv economic activity." The prince concluded on a note that echoed his theme of "commu- nity architecture": "So, let's go out and show the skeptics what can be achieved!" r • National Trust for Historic Preservation May 1988 Volume 2, Number 2 i Historic Massachusetts Honors Paul Tsongas Historic Massachusetts, Inc., ilas established the Paul E. Tsongas Award, honoring the former Massachusetts senator for his many accomplishments in the field of historic preservation. At an awards dinner on April 14, ......b..... .. aai vv.V1111. 1.111. 111JL Ll:- cipient of the award carrying his name. While in Congress, Tsongas actively promoted historic preser- vation as a tool for economic revitalization in urban centers. In his hometown of Lowell, Mass., Tsongas helped secure federal 0 funding for large-scale rehabilita- tion projects that have made Lowell a national model for successful historic preservation. Future annual awards will honor individuals, institutions and corporations that make out- standing contributions to historic preservation in Massachusetts. For more information, contact Alan Schwartz, executive direc- tor, Historic Massachusetts, Inc., 80 Boylston Street,. Suite 330, Boston, Mass. 02116. (617) 350- 7032. A Connecticut Celebration The Connecticut Trust for His toric Preservation (CTHP) cele- . brated the 200th anniversary of that state's ratification of the U.S. Constitution with a special issue of its newsletter devoted to "Connecticut Landmarks of the Constitution." CTHP focused on Connecticut's ratification of the Constitution in 1788 the first in New England and on surviving buildings associated with the state's ratification convention (January 1788) and the lives of the delegates who attended. Using local surveys, the State Register and the National Regis- ter of Historic Places, CTHP con- ducted its own study to locate and publicize the buildings, link- ing them to the U.S.Constitution. CTHP produced two maps of Connecticut both reprinted in its special newsletter issue to illus- trate its findings: One is an 18th- century map, showing the birth- places of signers, the meeting houses and other scenes of local political debate that accompanied the state's ratification; the other is a 19th- and 20th-century map marking sites associated with ongoing constitutional history, such as of landmark U.S. Su- preme Court cases. Larger versions of the maps are featured on a pair of posters that have been distributed, along with compan- ion teaching guides, to 3,500 social studies teachers in Con- necticut, as well as to libraries, museums, historical societies and newspapers around the state. For more information, contact Catherine Lynn, Director of Education and Development, CTHP, 152 Temple Street, New Haven, Conn. 06510. (203) 562- 6312. South Dakota To Mark Historic Farms To recognize its historic agricul- tural heritage, the South Dakota legislature recently passed a bill allocating funds to mark the location of historic farms and farm buildings listed in the National Register. The reflective, all- weather signs, made at a reduced cost by the state department of transportation, will be placed on private property next to the historic structures. Owners will also receive certificates of recogni- tion. Base funding of $5,000 for program signs will come from the state's general fund. The South Dakota Department of Agriculture will oversee the program, in cooperation with the state historic preservation office (SHPO) and . other state agencies. According to cosponsor State Seriator Peg Lamont, National Trust Trustee Emerita, the sign program will encourage farmers to turn to the following programs for help in preserving their property: the federal historic rehabilitation tax credit; South Dakota's property tax moratorium for rehabilitation projects (see Preservation Forum, Winter 1987-88); and Barn Again!, a rehabilitation program for his- toric farm buildings sponsored by the National Trust and Successful Farming magazine. In addition, the state's Department of Agricul- ture will publicize the program through its newsletter while the SHPO will provide technical expertise. Tampa Preservation Ordinance In a unanimous decision, the Tampa, Fla., city council recently approved a historic preservation ordinance that allows the council to designate historic districts and landmarks. The first area slated for designation is the Hyde Park neighborhood, developed between 1886 and 1933 and placed on the National Register in 1985. The driving forces behind the enactment of the preservation ordinance were the Historic Tampa-Hillsborough County Preservation Board, a board established by the state and Hyde Park Preservation, Inc., a neigh- borhood group that was worried about losing the residential quality of the neighborhood and the lower housing densities that are part of its character. "Strong and continuing neighborhood support was crucial in getting the ordinance adopted," notes Stepha- nie Ferrell, director of the Historic Tampa-Hillsborough County Preservation Board. "In the past there had been unsuccessful attempts to pass legislation when there was not consistent neighbor- hood support." Ferrell points, out that the early preparation of comprehensive guidelines gave property owners a clear idea of what is important in Hyde Park. "The guidelines are a way to communicate on a regular basis with owners rather than to start over each time they have an application." Cynthia Hardin, assistant man- ager of Tampa's Land Develop- ment Coordination Division, was the key staff person involved in the passage of the ordinance. Frank Gilbert, senior field repre- sentative with the National Trust, guided the city in drafting and adopting this law. The ordinance establishes a nine-member architectural review commission that will study all proposed changes to landmarks and districts. Ferrell is the ad- ministrator of the new commis- sion. The ordinance also has provisions for developing alterna- tives when a demolition is threat- ened and for handling threatened but not yet designated buildings. Tampa has been recommended to the National Park Service by the Florida SHPO as a Certified Local Government (CLG~, and therefore the ordinance contains provisions concerning duties under the. CLG program, such as the processing of National Regis- ter applications. Viewing preservation as an- other took to help in neighborhood planning, the city government supporteal the ordinance despite rapid development in Tampa. "Mayor Sandy Freedman and I are both interested in planning at the neighborhood level," Hardin notes. "Preservation is a part of general planning and develop- ment, and this is recognized by the fact that the ordinance is an article in the city zoning code." All the city departments were consulted in the preparation of the ordinance. "This approach was critical to gaining their support and the passage of the law," Ferrell observes. "In addition, t:he city officials under- stood that proper staffing was essential t:o make the proposed law work. There were careful ne- gotiations to work out the staff requirements." Seattle Demolition Halted In February, the National -Trust successfully joined in litigation brought by the Washington Trust for Historic Preservation, a Forum member, to prevent the city of Seattle from demolishing a dozen turn-of-the-century military buildings in the National Regis- ter-listed Fort Lawton Historic District. Historians believe Fort Lawton's design was influenced by the Olmsted firm, which was helping design Seattle's city park system at the time the fort was built. The city was attempting to convert the site to parkland and incorporate it into an adjacent 535-acre park. A preliminary injunction was granted on February 25, 1988, halting the .demolition of 7 of the 12 buildings until the city com- plies with terms of a Memoran- dum of Agreement (MOA) signed in 1978 with the Interior Depart- ment and the Advisory Council. The MOA requires the city to study alternatives for adaptive use of the buildings and to rehabilitate and preserve them where feasible. It also requires the city to consult with the Washington SHPO to determine if demolition is neces- sary and to record the buildings in accordance with Historic Ameri- can Buildings Survey standards before any demolition or altera- tion takes place. Finally, the city agreed in the MOA to pass an ordinance for the protection of the historic district. The Washington Trust filed suit to enforce the MOA after the Seattle city council decided to demolish 10 of the 12 buildings without consulting the SHPO or satisfying the other requirements of the MOA. The February court order was a preliminary injunc- tion, aJune 13 trial date has been set. The injunction can be dis- solved if the city shows that it has complied with the requirements of the MOA. The issue is of national signifi- cance to the field of preservation since the enforceability of an MOA is a principle that has always been assumed by the Advisory Council's regulations but has never been applied and upheld by a court until now. The favorable decision in this case is an important precedent for future enforcement by local preservation groups. 3," J' ~, :~ • The Hyde Park Historic District is noted for its fine collection of buga- lows. . _ ... `~ , ~N:-K E w,~r :S `~'=M ~'~A",-~ K ,~.E ~rR~-~ S t _ r ti ,~ '' ~~~ '~ ~' ~~`, a~ ~~ ~ ~ ~ ~~ .., _ ' 4 t~ J. A~ ~„ ,F`/ fi ~ ..... ,,. MNNN~M Stephanie Churchill Swanke Hayden Connell Archi- in New York City has appointed Theodore H. M. Prudon Preservation Design Director and associate principal of the firm. A principal with the Ehrenkrantz Group for the past twelve years, Prudon worked on such projects as the Woolworth Building, the New York Public Library, the Chrysler Building and a historic structure report for the New York State Capitol Building. Most recently, he directed the restoration and innova- tive seismic retrofit of the City and County Building in Salt Lake City. Since 1970, Prudon has taught at Columbia University's Historic Preser- vation Program. During the summer of 1971, he directed a . team that produced measured drawings of Lyndhurst, a Na- tional Trust property in Tar- rytown, N.Y. The Historic Savannah Foun- dation has announced the ap- pointment of Stephanie Churchill as executive director. Churchill, currently executive director of Preserva- tion Maryland and formerly with the Utah Heritage Founda- tion, will begin working in Savan- nah at the end of May. She replaces Neil Horstman, who is now director of Mount Vernon (Fall 1987, Preservation Forum). On June 1, John Meffert, director of the National Trust's Southern Regional Office in Charleston, S.C., will join the Preservation Society of Charleston (S.C.~ as executive director. His resigna- tion comes after 10 years of service with the Trust. The Historic Preservation Alli- ance of Arkansas has appointed Frances "Missy" Whitfield execu- tive director, succeeding Sandra Hanson, who resigned last November. Cathy Buford, former special assistant and liaison for Natural and Cultural Resources to Gov. Clinton, is the new director of Arkansas's historic preservation program and SHPO. Julie Vosnil;, acting SHPO until last Nove~ has moved to the Virginia Dig i sion of Historic Landmarks; I;ill Hall, acting SHPO from last November to February, rcm:tiil~ with the program. Joan Baldri~c• is now head of the Department c,i Arkansas Heritage, overseeing tl~~• historic preservation program. Baldridge replaced Kay Arnold, who was instrumental in having the state legislature increase a rc:~l estate transfer tax in 1987. The tax adds approximately $4 million per year for conservation and preservation. Arnold now works for Arkansas Power and Light. Joe Wyman is the new executive director of the Historic Preserva- tion League of Dallas. A Dallas native, Wyman served as a staff member with the Landmark Commission in Austin and has worked as a real estate devcloh- mcnt consultant. u Frances "Missy" Whitfield Theodore H. M. Prudon Cathy Buford /ohn A4cllc~rt Operation Comeback In February, New Orleans's Preservation Resource Center ~PRC~, a Forum member, launched an ambitious- model neighborhood revitalization project that targets a strategic square block area. In the Lower Garden District, adjacent to N 24- ew Cxistmg structures at 1330-40 Magazine Street, are targeted for restoration by Operation Comeback. Orleans's central business district, fewer than 20 percent of the homes are owner-occupied and more than 15 percent are vacant and deteriorated. The area, how- ever, contains an outstanding collection of historic residential structures. The goals of Operation Comeback are to provide more housing, increase home owner- ship, spur commercial revitaliza- tion and preserve the neighbor- hood's architectural heritage. The project consists of three main components: volunteer support, community and profes- sional involvement and private and corporate donations. PRC has established numerous volunteer committees to assist in the project, ranging from finance, low- income housing and neighborhood organizing to code enforcement. Strong support from the local chapter of the American Institute of Architects is pivotal to the project. Architects contribute renderings and floorplans to demonstrate the potential of renovation. Some also work on nonhistoric buildings. Several renderings of public housing structures have been used to show how to improve their appearance. A number of local businesses have contributed to the project's initial funding, as have many private individuals. Total costs for the next three years are pro- jected at $1.3 million. Funds will - - N ~` 4 ~= - - -- _ , ~ -~_ -_> ~I = - ~ _ ~ ~'` The archiitectura! distinction of the by S. Stewart Farnet, AIA, one of O be used to support an office in the neighborhood, establish a revoly- ing fund ;ind maintain a security patrol in the area. Volunteers will provide tE:chnical and architec- tural advice and project staff will arrange financing packages. Operation Comeback's director, Beverly Bryant, a former mortgage banker with 20 years' experience, will guide current and potential residents toward appropriate financial resources. PRC's February newsletter, Preservation In Print, is devoted to the project. To obtain a copy or to learn more about Operation Comeback, contact Beverly Bryant at 1504 Magazine St., New Or- leans, La. 70130. (504J 523-4064. ICVF ,ward Aids Cincinnati Community In 1984, Cincinnati's Walnut Hills Redevelopment Foundation began atwo-phase adaptive use project with the help of a $75,000 Inner City Ventures Fund award from the `.f~lational Trust. Other funding sources, including a $500,000 Commu- nity Development Block Gramt from the city, $300,000 in bank loans, $320,000 from in- vestor syndication and a $250,000 loan from Local Initiatives Support Corporation, con- tributed more than $1.5 million. 1 ne c,ummms The first phase, completed last fall, involved reno- vation of the vacant Cummins School, a local landmark designed by Samuel. Hannaford in 1873 and listed in the National Register as part of a thematic nomination of Hannaford'.'s designs. The school is now a d,ay- care center for apre- dominantlyblack neighborhood of low- and moderate-income resi- dents. A business incubator is the project's sc;cond goal. Small, same buildings is apparent in an elev Aeration Comeback's many volunteers. community-based businesses will share facilities and services in the school building during the start- ~, up period of their operations. The project's success is threefold. ~ctloo~ With 92 percent of the neighbor- hood built before 1940 and much of it in disrepair, preservation of the Cummins School should spark additional renovation efforts and private investment. The business incubator will create jobs for neighborhood residents. Preschool children, previously bused to other communities, can now be placed at the day-care center, con- venient to all residents of Walnut Hills. afion s:a ,; Maritime America: A Legacy at Risk 'r The National Trust has released a report and slide show describing the issues, needs and opportuni- ties involved in preserving America's dwindling maritime heritage. The report also recom- mends national strategies to preserve that heritage. Maritime America: A Legacy at Risk is the title of a 60-page report by National Trust Vice President for Maritime Preservation Marcia Myers. The report draws on the Trust's 1984 Maritime Heritage Survey of historic and organiza- tional resources, as well as the recommendations of the Maritime Heritage Task Force, chaired by National Trust Trustee J. Revell Carr, director of Mystic Seaport Museum. "The report is impor- tant," says Carr, "because it lays out, for the first time, the chal- lenge facing our maritime heritage today. It both defines the field and makes the case for why and how preservationists, decision makers and the public at large can help save our maritime legacy." While efforts to preserve America's vanishing maritime heritage have gathered strength in the last decade, and while public interest in Tall Ships, waterfront revitalization and lighthouse preservation is increasing, sub- ,_ . ~ 1 :} ~ r ; o ~h x ~~ ~ ,t n, ~ i~ ~ f ,~ / ( ~ / ~ , ! / ~ r J`4~~oirr / • .. ...° :, ' stantial problems remain. Obstacles noted in the report include a lack of widespread public awareness of maritime heritage and inadequate support for preser- vation activities.: Maritime preser- vation has a fragmented, individu- alistic constituency that suffers from its isolation from the rest of the preservation movement. It lacks some basic preservation tools: an inventory of historic resources, professional standards, adequate technical information and appropriate methodologies. There is no national policy to support maritime preservation, and significant gaps exist in the protec- tion and recognition of historic maritime resources. Funding and financial incentives are crucial to retaining important elements of America's maritime past. The report identifies strategies for addressing maritime preservation needs at a national level: Establishment of a new Maritime Heritage Fund * Legislation to protect historic shipwrecks " Investment tax credit for historic vessels ;1 `~~" ~~ ~ K~ ~ - y ` ~ ~ ~ ~ ~ ~' ~ ~ s r ~, ~ _ fY R ~ ,~ I ~ / 1 ;` r *' ~_ ~:~ - ~. :~.,- • Schooner Adventuress, built in 1913 for an antic hunting expedition, worked as a San Francisco Bay har pilot from 1914-1950, and is now avolunteer- operated soil training vessel in Seattle. Review of federal regulations and policies * A plan for America's fleet of historic ships ' An intensified documentation program of endangered resources 'Anew coalition of preservation- ists to build public support for maritime heritage The report, which resulted in part from a Congressional chal- lenge to increase public and private participation in maritime preservation, provided the basis for a companion audiovisual production of the same title. Walter Cronkite narrates the 14- minute slide show, designed to acquaint general audiences with the various problems facing maritime preservation and to enlist public involvement in addressing those problems. The Dugout canoe, perserved and exhibited by the Lac du Flambeau Band of Lake Superior Chippewa Indians, Lac du Flambeau, Wisconsin. slide show is available as a videocassette and on 16 mm film. The report and slide show provide an overview of the issues and needs of maritime preserva- tion. The National Trust is also preparing a second part to the report proposing Trust programs to preserve the remains of America's maritime legacy. For more information on the report or audiovisual production, contact Marcia Myers, Vice- president of the Maritime Depart- ment at National Trust headquar- ters, (202) 673-4127. F Q m -°~ <. ~ - :f ~~~~ Conferences, Workshops and Training Programs Hill-Stead Museum and the National Trust's Center for Historic Houses will cosponsor an Old House Owners Workshop at the Hill-Stead Museum in Farmington, Conn., May 21. The daylong workshop will focus on the Colonial Revival period with the museum serving as a case study. Fees are $50 for members of the National Trust or Friends of Hill-Stead Museum and $65 for nonmembers. Contact: Center for Historic Houses. (202) 673-4025. Preservation: The Historic House and the Historic Landscape, June 9 to June 12, in Charlottesville, Va., is a four-day conference sponsored by the Center for Historic Houses. Land-use planning, maintenance problems and historic landscape will be discussed in relation to historic properties and illustrated with case studies from Virginia. Contact: Center for Historic Houses. (202) 673-4025. The League of Historic Ameri- can Theatres' 12th Annual Conference, Historic Theatres Restoration & Management, will take place at various locations in Texas, June 22-2G. Registration fees range from $250-$375. Con- tact: League of Historic Ameri- can Theatres, 1600 H Street, N.W., Washington, D.C. 20006. (202) 289-1494. The National Preservation Institute(NPI), in cooperation with the National Building Museum, is offering a series of short courses on historic build- ings and districts, cultural landscapes, archeology and the history and practice of preserva- tion. The courses, which began in March, will continue through October 1988 and will be held at the Museum. The next course, Using Computers for Historic Preservation, begins May 1G-17. Registration fees range from $75- $140 for members and from $85- $150 for nonmembers. Contact: NPI, National Building Museum, Judiciary Square, N.W., Washing- ton, D.C. 20001. (202) 393-0038. Grants/]Loans The Institute of Museum Scrvice- shas announced the following 1989 program grant deadlines for all eligible museums: General Operating Support (GOSJ, provides operating funds based on l.0 percent of a museum's operating budget to a maximum level determined annually. Appli- cation deadline: November 4, 1988. Conservation Project Support (CP), proviides a one-to-one match of funds up to $25,000 for conserva- tion care and practices. Applica- tion deadline: January 27, 1989. Museurn Assessment Program (MAP), provides aone-time grant of $1,400 for a professional assess- ment of a museum's programs and operations. Application deadlines: October 28, 1988 and Apri128, 1989. Museurn Assessment Program II (MAP II), provides aone-time grant of $1,400 for a professional assess- ment of a :museum's collections care and rrianagement activities. Application deadlines: July 29, 1988, January 27, 1989 and July 28, 1989. Contact: Institute of Museum Services, 1100 Pennsylvania Avenue, N.W., Room 609, Wash- ington, D.C. 20506. (202) 786- 0539. Books, Publications and Videos A Partnership of Pride, the Na- tional Tru;;t's slide show on preser- vation in low-income neighbor- hoods, is now available to Forum members. The 15-minute produc- tion, supported by a grant from the National Endowment for the Arts, uses examples of successful hous- ing and cornmercial rehabilitation projects to illustrate how nonprofit community development organiza- tions are revitalizing neighbor- hoods without displacing low- income residents. The slide show features information on various preservation financing techniques, including l:iow nonprofit groups are using tax incentives to attract private investors to their projects. The presentation is geared toward community development corpora- ~~ tions, preservation organizations, neighborhood activists and municipal planners and officials. A Partnership of Pride comes with 137 slides, an audio tape with both audible and inaudible pulses, instructions for presenting the production and a folder of back- ground materials. The complete packet is available to Forum members for $40 and to nonmem- . bens for $50. To place an order or for more information, contact the Office of Financial Services at National Trust headquarters. (202) 673-4054. National Call for Papers: The Board of Directors of Preservation Alumni, Inc. plans aday-long convoca- tion on the theme "Preservation and the Quality of Life" in late January, 1989. Preservation Alumni asks preservation professionals to prepare scholarly w for presentation before their peers.l~ broad theme provides an opportunity to discuss issues of concern to profes- sionals across the country. One page abstracts of the papers are due May 15, 1988. A distinguished panel of editors will review the - abstracts and select the papers for presentation. Speakers will be notified on or about July 15, 1988, and a writ- ten text is to be submitted by the speaker on or before December 1, 1988. The papers may be general or project specific, and should deal with preservation and design, conservation, planning or history. For more information, contact Preser- vation Alumni, Inc., Preservation and the Quality of Life Symposium, Box 669, New York, N. Y. 10272, or call Donna Ann Harris, at (215) 568-4210. Preservation Brief #15, Preserva- tion of Historic Concrete: Prob- lems and General Approaches, National Park Service. This is an illustrated essay in nontechnical • language for anyone planning the repair or limited replacement of concrete. Order from Superinten- dent of Documents, Government 0 Printing Office, Washington, D.C. 20402-9325. GPO stock number: 024-005-01027-1. $1. (25 percent discount on orders of 100 or more sent to same address. Design Guidelines for Revitaliz- ing Oklahoma's Downtowns by Ronald Frantz, 111 pp., 1987. This guide, released by the Okla- homa Main Street Program, outlines correct maintenance procedures, helpful resources and financial incentives that can contribute to the successful revitalization of downtowns. Order from the Oklahoma Depart- ment of Commerce, Oklahoma Main Street Program, 6601 Broad- way Extension, Oklahoma City, Okla. 73116. (405) 843-9770. $10. Beyond the Bake Sale: A Fund Raising Handbook for Public Agencies by Bill Moskin, 19 pp., 1988. This manual, produced by the City of Sacramento Depart- ment of Parks and Community Services, was made possible by a grant from the National Park Service. The manual demon- strates avariety of innovative fund-raising methods used by the city's development staff to raise more than $1 million in three years to support Sacramento's recreational and cultural re- sources. Order from Development Office, Department of Parks and Community Services, 1231 I Street, Suite 400, Sacramento, Calif. 95814. $10 (20 percent discount on orders of 10 or more. Preservation Techniques has produced a videotape series documenting every traditional trade needed to restore pre-World War II buildings. Tapes cost $90 each (postage paid and are ap- proximately 30 minutes in length. Order from Preservation Tech- niques, 1924 Arch Street, Philadelphia, PA 19103. (215) 567-0547. Awards/Competitions The alumni organization of Cornell University's graduate preservation program, Historic Preservation Planning Alumni, Inc., has announced the establish- ment of the Barclay Jones Fund, an endowment to sponsor student activities, and the John Reps Award, to honor a graduate preservation student for academic excellence. Contact: Historic Preservation Planning Alumni, Inc., P.O. Box 4362, Ithaca, N.Y. 14852. (315j 696-5835. The Waterfront Center's second annual Excellence on the Water- front project competition will be held in Washington, D.C., June 23-24. Top Honor Awards will be given, as well as awards in differ- ent entry categories. The deadline for submissions is June 1. Con- tact: Martha Evelyn, The Water- front Center, 1536 44th Street, N.W., Washington, D.C. 20007. (202) 337-0356. {ET Forum Newsletter is published six times a year by the National Trust for Historic Preservation. Members of the National Trust's Preservation Forum receive six issues of Forum Newsletter, four issues of Preservation Forum, twelve issues of Preservation News and six issues of Historic Preservation as benefits of membership. Annual dues are 575.00. Qualifying individuals may subscribe to Preservation Forum and Forum Newsletter for $18.00 per year. Application to Mail at Second Class Postage Rates is Pending a[ Washington, D.C. Postmaster: Send address changes to [he National Trust for Historic Preservation, 1785 Massachusetts Ave., N.W., Washington, D.C. 20036. Copyright ©1967 National Trust for Historic Preservation in the United Stales. Support for the National Trust is provided in part by matching grants from the U.S. Department of the Interior, National Park Service, under provisions of the National Historic Preservation Ac[ of 1966. The opinions expressed arc not necessarily those of the U.S. Department of the Interior. May 1988 Volume 2, Number 2 National Trust for Historic Preservation 1785 Massachusetts Ave, N. W. Washington, DC 20036 (202) 673-4296 ,,.., ,.. '~ _J N ~'7 I, V I ::, i '< ~t i Application to Mail at Second Class Postage Rates is Pending at Washington, D.C. 7125 SARATCGQ HERITAGE PR=SERVATIG+~ CCM;~ISSIO 13777 FUITVAL= AV~NUF CITY ~F SARATOGA SARaTGG~ CA 95C 3934 70 ~. ~ ~~ f 1233 20TH STREET,\'.W. • SUITE 501 • WASHINGTON, D.G. 20038 • (202) 828- 1 PRP.ti[DEYT EXECL"T iYE DI@E('TOR TERSH HuA~BERC:, ESQ. ;TEPHEN \. UE~\IS. ESQ PIZE~ER~~ ~TIO~ I-~~`' L'P~A'~E 1988-19 May 11, 1988 Report Recommends Cz•eation of Hudsor. River Valley Greenway A committee of ~citiz.ens concern.~d:-that the Hudson River Valley must have an intelligently planned and adequately protected future have produced a major: report, Greenwa s in the Hudson River Valley, A New Stratecty for Preserving An American Treasure. Published by the Sleepy Hollow Press (a division. of Historic Hudson Valley, formerly Sleepy Hollow Restorations, Inc.)., the report summarizes a bold vision for a new approach to land use issues within a broadly defined geographic area where a common heritage already links the concerns of many organizations and owners. The report's introduction by Laurance S. Rockefeller states: With its great beauty and. variety, the Valley is widely regarded as a place of enormous environmental significance, and it serves as a laboratory for education on environmental matters. It is a]:so a locus of intense economic dynamism.; its relatively-low density and its desirable quality of life encourage development. The Hudson River Valley is already a region of environmental and economic significance on an international scale. Its special characteristics must be preserved. The history of the: Hudson River Valley has been glorious, but its future is :shadowed. Our challenge is to retain the cultural and natural values of the Valley and accommodate economic growth to their existence and their claims on our imagination. Our opportunity lies in forging a unique public-private partnership and using it to secure the best of all possible futures for the Valley. The report notes 21 number of existing American precedents for a greenways approach to protection of cultural and natural resources in smaller geographic areas than the entire Hudson River Valley but suggests that the time has come for a broader vision: • V\.~TIO\.1LCE\TEK FOI2 YI2EfiEK~'ATIO\ La R' 4. Two additional buildings of sixteen apartments each were approved as presented to the commission. The commission's attorney approval of the application with stated in his letter: wrote to the plaintiffs after the conditions noted above, and The requirement for twenty. feet of space between the Hall house and Building #1 was stipulated because the Commission decided that less than twenty feet of space would be 'incongruous with the historic and architectural aspects of the District' . The plaintiffs contended that under Connecticut's enabling legislation for historic district commissions a commission may only "regulate exterior architectural features" and .that the conditions impoGed ex_r__eed?c~ th? com?ni ssion's .authority.. The. court concluded that the commission "did exceed its authority and it acted illegally in imposing the first condition which reduced the number of apartments in Building #1 from twelve to eight apartment units." But the court approved the other three conditions: Conditions (2) and (3) which relate to aesthetic considerations and the distance between the Hall House and Building #1 are conditions the Commission is authorized to ~~ control pursuant to the statutes. Section 7-147a(b) permits it to protect the distinctive characteristics of buildings. Furthermore, the defendant did find that a distance of less than twenty feet between Building.,#1 and the Hall House would be incongruous with the historic and architectural aspects of the District. This decision by the Commission falls within their authority pursuant to § 7-147f(b) of the Conn. Gen. Statutes. Though this unreported Connecticut decision is brief, the court's reasoning is likely to be persuasive to courts in other jurisdictions in the future. Conditions which further a commission's statutorily defined duties are likely to be upheld, but conditions which cannot arguably further the commission's responsibilities would be struck down as exceeding the commission's authority. Unfortunately, because of the great variation in state enabling statutes for local preservation commissions (see the report State Enabiincr Legislation for"Local Preservation Commissions (1984) from the National Trust for Historic Preservation's State Legislation Project), conditions which would be valid in one jurisdiction may not be valid in another. (A subscription to the nPreservation Law Updates" series for 1988 is available for $55.00. Please send inquiries to the National Center at the address listed at the top of this nUpdate.") • 1233 20TH STEEET, N.W. • StiITE 501 • WASHINGTON, D.Ci. 20036 • (202) 828-98 PBESIDENT E%EGL'TrvE DIB ECTOR TERSH BOASHERCI. ESQ. STEPHE*i ~I. DE\~:IS, ESQ. PItE ~E I2~V~TION LAw UPD~~E 1988-17 May 1, 1988 When May a Preservation Commission Attach Conditions in Granting a Certificate of Appropriateness? An unreported case from Connecticut may be to date the only case from any jurisdiction which considers the validity of conditions attached by a local preservation commission to a certificate of appropriateness. In Belinkie, et al., Co- Administrators of Estate~_of Weiss v. Bridgeport Historic District Commission (No. 21 46 54, Fairfield Judicial District Superior Court, decided October 2, 1984), a court approved three conditions but struck down a fourth. The case involved a property in the Black Rock area of Bridgeport consisting of four separate lots in an estate. The plaintiffs applied in December 1983 for a certificate of appropriateness to demolish certain existing structures on the - lots and to restore other structures: The application indicated they intended to construct 47 condominium units in three buildings with provision for 94 parking spaces, anal to restore the existing structures at 87-89 Ellsworth Street and 103 Ellsworth Street. One of the lots contained the "Captain Hall House," called by the court "one of the olde:at and more prominent homes in the Black Rock area" and said to Y:iave "some historical value." The historic district commission approved the plaintiffs' application in January 1.984, but attached four conditions: 1. One building was to have a maximum of eight rather than twelve apartments; 2. The same building "shall be aesthetically and appropriately centered in the same general area"; 3. There would bea "no less than twenty (20) feet of space between the H<~11 House at 87-89 Ellsworth Street" and the building involved in the first two conditions; • :V.1TI0\:\LCt:\Tf:ll F'OK I'12E~E4t~'ATIO\ („~~~' Urban and rural America are commonly viewed as mutually ~~- antagonistic and separate. To see them as complementar parts of a larger whole is unusual, if not revo y and it o ens u new lutionary, P p perspectives on growth and preservation. It recognizes, for example, the inevitability of some kinds of development and implicitly accepts much of the built environment as a given in the planning of future amenities. It suggests multiple strategies for integrating different land uses. The ultimate goal is to design a Hudson River Valley Greenway that generates an undeniable sense of place and serves as a model for other special-recognition districts throughout the country. A useful greenway design would not stop at identifying lands worthy of protection in general terms, such as wetlands, wildlife habitat, forest preserves, scenic areas, open space, and public access. Categories that isolate tracts for limited purposes lead to a diminished view of the task ahead and miss the dynamic interplay of multiple factors ir. the daily life of the Valley. To create a greenway that enjoys popular support, the design must present the Valley's lands, waters, and human enterprises as a whole, as an integrated and working landscape--and then show the greenway as an integral part of \~ that interwoven landscape. If Valley residents see their work and aspirations reflected in the greenway, they will begin to feel secure and anchored within its folds. They will then use it, take care of it, own it. As the greenway stabilizes the Valley, experience, a greater sense of place and community will gradually define the region in sharper relief. The report acknowledges the need to plan for a future in which new economic growth for the Hudsor_ River Valley will not be stunted:- . A formidable challenge now faces local communities in the Hudson River Valley: how to accommodate further economic growth in a way that does not degrade the Valley's physical beauty, that does not, in effect, undermine one of the most important reasons for the growth. If the Valley's natural beauty is dissipated, and the Valley becomes nothing more than a distant extension of today's suburbs, a great resource will have been squandered, an economic benefit ~~ sacrificed, and a legacy lost. The economic importance of preserving the Valley's natural beauty should be widely acknowledged and integrated into all S policies that affect its future. For example, governmental )/ \.~1'IO~'.~LCF:YTE.K F012 i'KEtiEH~".~'I'[O\ L.~~~~ ' F i benefits and grants to localities might be conditioned by , C criteria for protecting larger interests in critical areas The reward for such farsighted policies will be continue~~ growth in an economy that respects its environment and flourishes because of that respect. The report concludes with a recommendation that the Governor of New York create a. Governor's Council on the Hudson River Greenway: - - A Governor's Council on the Hudson River Valley Greenway should be createci to bring together the state's scattered authorities and functions and supply the missing focus. Its membership should be pitched at the highest levels of each agency, and it should be chaired by the Governor himself or a credible designee. It should bring together, in a focused way.,_ all.regulata2-y authorities, including federal programs, to protect the air and water and to guard navigable waterways and wetlands from indirect sources of pollution. It should integrate and coordinate the application of state plans and programs for economic development zones, „ affordable housing, historic preservation, waterfront revitalization, coastal areas, urban cultural parks, tourism development, open space, scenic areas, and related activities. It should begin to define the greenway and coordinate and integrate the various activities of private interests and federal, state and local units of government. Governor Mario Cuomo's State of the State Message recommended on January 6, 1988 creation o,f a Hudson River - Greenway: I recommend that we create a Hudson River Greenway, a chain of parks, open space and trails from New York City to the foothills of the Adirondacks. The Greenway will be a national model fos- efforts designed to ensure public access and also preserve our precious natural resources. It will embrace the creative efforts of both public and private sector entities. This cooperative public-private undertaking will link the extraordinary environmental, cultural and historic heritage of the Hudson River Valley-- in the process, fostering a sense of regional identity while protecting a greenway of national and international significance. This summary of the report necessarily ignores the lengthy discussion of how specific state agencies in New York might become involved in the creation of s Hudson River Greenway. Copies of the report are available for $5.00, each from Sleepy Hollow Press, 150 White Plains Road, Tarrytown, New York 10591. (A subscription to the "'Preservation Law Updates" series for 1988 is available for $55.00. Please send inquiries to the National Center at the address lasted at the top of this "Update.") i "~~ 1233 20TH STREET, 1.k. • SUITE SO1 • H~ASHI\GTON, D.C. 20rJ39 • (202) 828-9911 PHEBID ENT TERSH BOASBERG. ESO• EXEGI: TIVE DIRECTOR STEPHEN :\, UE~i r%I S. ESQ. PRESERVATION LAS" UPDATE 1988-20 May 13, 1988 The British National Trust and the Lake District: Comprehensive Regional Land Management Policies In 1986, the British National Trust owned 127,440 acres of land within the Lake District and controlled an additional 33,866 acres either subject to restrictive covenants to benefit the Trust or leased to the National Trust. A permanent regional staff of 108 individuals was involved at the time in"managing these vast properties. In 1946, by contrast, the Trust owned only 20,350 acres of Lake District land and held covenants on an additional 20,203 acres, which it managed with a staff of 23. n~ Elizabeth Battrick's Guardian of the Lakes A History of The National Trust in the Lake District from 1946 details how the Trust's role in the Lake District has increased and discusses in - detail the Trust's various approaches to conservation and preservation issues on its many Lake District properties. A Foreword to the book points out an important power of the National Trust: Under the National Trust Act of 1907 the Trust is empowered to declare its land and buildings inalienable, and subsequent legislation gave it the right to appeal to Parliament against a compulsory purchase order on its. inalienable land. Nearly all its properties are inalienable and this means that they cannot be sold or mortgaged. If the Trust so wishes, and subject to the approval of the Charity Commission, inalienable land may be leased. This special power was emphasized by Laurence Harwood, the Trust's current Regional Director for the Lake District, in a statement at a public inquiry in 1980 on proposals to change water levels at several points in the Lake District for electric power generating facilities: The National Trust, although it is a charity independent of \ Parliamentary Control, is a corporate body set up by Parliament and Parliament has ir-posed upon it a duty to preserve beautiful natural scenery for the nation. The \.~TIO\.~LC}:\Tf:K F'O12 !'KF:tiF:ll~'.~TiQ)\ LA~~' Trust recognises ghat much of the landscape in the Lake District has evo:Lved gradually as a result of human ' influence and thin evolution should continue. The Trust therefore does not resist all change but only will allow it or encourage it where it has been shown to accord with preservation. Change must not erode or disregard the scale of individual features in the landscape or introduce artificiality into the natural scenery. .'. Almost alone amongst great national institutions, the .Trust sets out to achieve its object by means of the ownership of land. Furthermore, its power to declare its land inalienable, and hence protected for all time save in the most exceptional circumstances, is unique. In the 1950s, BrucE: Thompson had written in a report: Iiir~.teataa cf t~'ii.^.1: t^ ~ -,°,.~'J~~'± 1 c~gin' ~ ~ c i ~t~tl ea r,~tC~AC3_ car VieW- point or bit of lake shore, we r_ow think of farms, whole valleys, complete estates. We have reached a point where we can look at a map and see, not j :tst dots ~ of National Trust property here and there, but largish areas, and we can ponder on what to cto next. In some valleys, for example the Langdales, we have almost a monopoly interest, which places. great responsibility upon us.. Inevitably we are deeply concerned in water supplies, drainage, electricity, telephones and the rest--not just from the point of view of preservation, but also from the point of view of owner and occupier. In the 1970s, the National Trust developed a Strategy Plan for the Lake District: Central to the Tru~;t's strategy was the fact it.regarded its many holdings in the Lake District as a single estate, to-be managed according t:o certain broad principles. Evolution of the landscape should continue; the Trust's job was to see it continued without erosion or disregard for the scale of individual features and the style of vernacular architecture. The preservation of the landscape was inseparably associated with maintenance of a farming system which has evolved over centuries: the Trust as landowner saw itself as working in partnership with its tenants. Conservation of woodland and wildlife was stressed, and a pledge was given to provide increased public access to lake shores and woodlands wherever possible. Copies of the 185-page Guardian of the Lakes can be ordered at $25.00 each (includi:ng postage) from the Royal Oak Foundation (the American membership affiliate of the ;British National Trust), 285 West Broadway, Suite #400, New York, New York 10013. ~~ (A subscription to the "'Preservation Law Updates" series for 1988 is available for $55.00. Please send inquiries to the National Center at the address listed at the top of this "Update.") CITY OF SARATOGA -~ HERITAGE PRESERVATION COMMISSION AGENDA DATE: Wednesday, May 4, 1988 - 3:00 p.m. PLACE: Warner Hutton House 13495 Sousa Lane, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGANIZATION A. Roll Call B. Approval of Minutes of 4/20/88 C. Posting of Agenda D. Oral and Written Communications II. OLD BUSINESS A. Warner Hutton House - sign B. Heritage Resource Inventory - review III. ITEMS INITIATED BY THE COMMISSION IV. ADJOURNMENT *PLEASE NOTE THIS MEETING WILL BE AT THE WARNER HUTTON HOUSE ti _.~, ~18~1~~'CC~~ ~ CITY OF SARATOGA ~• HERITAGE PRESERVATION COMMISSION MINUTES DATE: Wednesday, April 20, 1988 3:00 p.m. PLACE: Saratoga Community Library, 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting I. Routine Organization A. Roll Call Present: Commissioners Heid, Koepernik, ~~*+. Voester, Ansnes Absent: Tyrrell, Staff: V. Young B. Approval of minutes of 4/ 6/88 M/S Cameron/Voester to approve the minutes of 4/ 6/88 as submitted. Passed unanimously. C. Posting of Agenda _ Staff noted the agenda was posted at City Hall on Friday, April 15, 1988. D. Oral and Written Communications All Commissioners noted that they had each received a personal note from Commissioner Tyrrell regarding his resignation from the Commission, effective May 1, 1988. There was general discussion on possible replacements for the position. V. Young asked Commissioners about attendance at the upcoming conference in Palo Alto. She will take care of registration in the next few weeks. Commissioner Voester expressed concern that the Marsh-Metzger was damaged a by "practice burn" by the Saratoga Fire Department. Chairman Heid offered to talk to the Mayor to see what could be done. II. Old Business A. Heritage Resource Inventory - discussion V. Young noted that there were five inventory forms that needed to be completed. Chairman Heid offered to finish forms #52, 59 and 75; forms #7 (Pike Estate) the pen• reviewed will be included and #72 (San Tomas School) will be put on Sing list. The completed forms will be at the next meeting, and a determination made as to which ones will or will not be on the Inventory. III. Items Initiated ~ the Commission Commissioner Ansnes noted she was still working on obtaining a film to show on Cable T.V. during historic preservation week. V. Young noted the PG&E power pole at the City Hall site had been moved during the weekend and that work on moving the Warner Hutton House to the site is proceeding on schedule. She noted she would be moving in to the house this weekend and that the Commission would begin their meetings there on May 4, 1988. V. Adjournment The meeting was adjourned at 4:00 p.m. The next regular meeting will be held on Wednesday, May 4, 1988 at 3:00 p.m. _• Respectfully submitted, Valerie Young Secretary to Commission _• Oo~D ~ ~~~~~~~ ,• ~~~ _~ CALIFORNIA Office of E R T I N E W ~S L E T T E R VOL. III, NO. 1 SPRING 1988 New Larger ,Computer Serves Public HAGS U date. ,:I P ~._ _ The Office of Historic Preservation has acquired its own computer and can now respond more quickly and efficiently to questions about archaeological and historical properties. Before the instal- lation of the new computer system, it was necessary to time share on a network of statewide environmental - ~~ This summer, a Historic American Buildings Survey team will again record significant historic properties in the California State Park System. Among _ the projects being considered are Wilder -- Ranch State Historic Park in Santa Cruz ' County, Will Rogers State Historic Park in Los Angeles County, and Folsom Power House in Sacramento County. The office of Historic Preservation ^~ and the National Park Service have co- sponsored the program for the past two =~ summers. In 1986 and 1987, teams of student architects and historians docu- mented two historic Sacramento struc- lures, the California Governor's Mansion and the Leland Stanford Home. The students researched the buildings' history and prepared measured architectural _ drawings, exhaustively documenting . floorplans,eross-sections, and elevations logging and filing all Historic Preser- vationcorrespondence, performing mail- ingfunctions, sorting, copying, and word processing, the new computer contains information files on more than 50,000 historic structures and an equal number of archaeological sites. C (views of all sides of the building). This information will ait~-the California Department of Parks and Recreation in restoring, maintaining, and interpreting these historic structures. The documents are also filed in the Library of Congress in Washington, D.C., where copies are available to the public. omputenzed mformarion on lustonc data managing state agencies. This or archaeological properties is available, arrangement frequently caused delays in with certain restrictions, to the public. z - _ responding to requests for specific in- The Alameda City Planning Depart- r ~j formation on historic properties. ment, for example, recently requested ~ r For those interested in the technical information on 871 historic properties in - aspects of the new computer system, it is their city. In response to other public 4 ~`"''~ ~ " " a Prime 2250 mainframe supporting 12 requests, the new computer has produced ~ ~~ ~~, ~ terminals, four dial-up lines, and a word lists of veterans halls in northern ~ _ ~~ processor. Equipped with a 300 and California, houses in Sacramento which '. ~ t ~ are listed in the National Register of ~ .' 1200 Baud telephone modem interface, " ''~`: Prime 2250 relies on Primeword word Historic Places, and specific information ~' # on churches in Los Angeles. Depending ~~. ~`~ ~" ~ ~ `"~ " processing system and uses QUEO as its on the size of the order the information #. database. Old and inefficient printers ~ ~ ~""`'~. _, ,-_ - ~'~ r ay soon be replaced by a new laser requested may be returned by phone, : ~~.,, L printed report, or on computer diskette: '~"""~'- ~ + ~rinter with greater capability, clarity, Information re nests are rocessed on ~ ''' ` '~ ~' versatility, and speed. q P a ,_ y :~; ~.'~ ~ ~. first-come priority basis as staff time Deta~! _ I~brary and Courts Buildin& Besides handling the routine tasks of allows. Sacramento OHP Staff Steade Craigo and Dorothy Arredondo 2 ~: From the State Historic American flag on July 7, 1846, now in Monterey State Historic Park; and Preservation Officer:.. Coloma, the settlement which grew up ,~ How You Can Help Preservation Efforts around the gold discovery site at Sutter's mill, part of Marshall Gold Discovery The State Office of Historic Preser- State Historic Park. vation and the National Park Service work together to protect California's However, some National Historic National Historic Landmarks, properties Landmarks are unprotected, threatened designated as significant to the nation. or damaged each year by fire, erosion, Nearly 100 National Historic Landmarks neglect, vandalism, development pres- havebeen recognized in California since cures, floods, or demolition. The Land- 1935 when the Historic Sites Act marks at Risk program, supported solely authorized this program. by private funds, helps preserve historic Public or private stewardship protect landmarks of national significance.: a number of these landmarks. One- Three San Diego County landmarks fourth are within the California State need help now. The Guajome Ranch Park System, such as the Monterey House in Vista, the Las Flores Adobe at Customhouse, site of the raising of the:__ _ Camp. Pendleton, and Warner's .Ranch. Design Guidelines Available ~_,.~-~ . ~~ ~ . i{ ~wr .~,..... ~ _ - _._ __-~ .4''r 1 ?~- ~ ~zrx ,,~~ t tt~~^ ~ V ,. ' ~ t ~ ~ ~ .,~ _ _ _. _._... - - ! Example of Poor Storefront Remodeling ~~ ......w~ The California Main Street Program . guidelines adopted for another town, announces a new publication called perhaps hundreds of miles away, with "Developing Downtown Guidelines." different populations, setting, street This 52-page handbook leads commu- layout, and building styles. Also, design nity planners through the step-by-step review commissions have had to make process of creating ways to improve and decisions on building alterations or new . maintain a downtown's visual historic construction without adequate or Cori- and architectural quality. sistent guidance. "We saw a need for information Copies of the publication, made pos- on good design guidelines to assist sible by a grant from Pasadena Urban cal communities," said author Janice Conservation and published by the State regliasco, Office of Historic Preserva- Department of Commerce, are available __, tion's Main Street Architect. for a small fee from the California Main In the past, a community might copy 600eSacramrento, CA 9gg14treet, Suite at Warner's Hot Springs are rare ttine- teenth century adobes currently in danger. National Park Service Director (formerly director of California State Parks) William Penn Mott, Jr, recently wrote me, "I hope people in California are aware of the possibility of losing these historic treasures." The National Park Service, in con- . junction with the National Parks Founda- tion, administers a National Historic Landmarks Fund which accepts tax- deductible material and cash donations. If you would like information on how to help save these threatened adobes, please write or call me at the Office of Historic Preservation. Time is growing short. -_~: ~:~<-_~..~.,_~ .. ,,._~ ;..,. -.-Kathryn Gttalt:eri . OHP Co-Sponsors State Preservation Conference The thirteenth annual State Historic Preservation Conference is scheduled for May 19-22 at Stanford University in Palo Alto. The Office of Historic Preservation will again present a session on "Preser- vation Basics," always a popular session during past conferences. State Historic Preservation OfficeFl~athryn Gualtieri will open the session with a discussion of state agency involvement in programs and projects which encourage an awareness of historic preservation in California. OHP staff members Don Napoli, Maryln Lortie, and Lucinda Woodward will explain the importance of such fundamental programs as survey, regis- tration, and project review and legal compliance. The relationship between the survey program and the National Register will be given special attention. Using case studies, the value of taking specific steps in a preservation process . will be illustrated, as will the growing dependency of one preservation program on another. Steade Craigo, Senior Architect, will conclude the session with such infor- mative topics as "Uncle Sam Wants You," concerning certified local govern- ments, and "Getting Credit," a talk on federal tax benefits. ~1 ~_J 3 Historic Preservation Fund: ~ ~ ~ '~ ~ ~ ~` Good News For Fiscal 1988. '~ ~-~ ~ ~ . ~` ~ ~c This year, Congress broke an eight- year pattern of level funding (no in- creases in appropriations) for historic preservation programs in the states and territories. The $22 million appropriated for the 1988- 89 federal Historic Preser- vation Fund represents a 10% increase over the $20 million appropriation which has been in effect since 1980. The net result for California is a $642,504 Historic Preservation Fund grant, third largest in the nation. This grant will support programs and services such as the National Register of Historic Places, historic property surveys, review of federal and federally assisted projects, certification of historic property rehabilitation for investment tax credit purposes, technical assistance and training, and certification of preserva- tion programs~ia ministered by local governments. In a related development, Congress also appropriated one million dollars from the newly established Bicentennial Lighthouse Fund for distribution to the states in 1988. Guidelines for distribu- tion offunds have not been finalized, and there is no way to predict California's share at this time. Funds may be used for "survey and planning .activities, for architectural, engineering, and manage- ment assistance and for renovation and rehabilitation" of historic lighthouses, river lights, and other aids to navigation. The National Conference of State Historic Preservation Officers has also - adopted a new formula for distributing Historic Preservation Fund appropria- tions to the states beginning with the 1989 federal fiscal year. Funds, when available, would be allocated as follows: - AVOIDING TECHNICAL PITFALLS 1. Tier I -For appropriations up to $20 million, each state would receive an award based on its share of.the Historic Preservation Fund for fiscal years 1985, 1986, and 1987. Under this arrangement, California could expect to receive about $600,000 per year. 2. Tier II -For appropriations between $20-25 million, states would receive their Tier I share plus percentages of the amount over $20 million. These per- centages would be based on equal distribution, land area, and population. Under this arrangement, California could expect to receive about $752,000 and proportionately less if Tier II came in at less than $5 million. 3. Tier III -For appropriations ex- ceeding $25 million, funds would be apportioned on the basis of how well each state performed relative to the other states in nominating properties to the National Register of Historic Places, in certifying local governments, in adding historic properties to the state inventory, in reviewing investment tax credit re- habilitation projects, and in reviewing federal and federally assisted projects. No decision has yet been made con- cerning either the number or kinds of performance measures that would be used if Tier III funds were available. To take effect, this formula must be adopted by the National Park Service, the federal agency which administers the Historic Preservation Fund. It is likely that the Park Service will announce its decision before the end of March. Further developments affecting the new Historic Preservation Fund apportion- ment formula will be reported as they occur. - - _ - - - - - = _ _ - - -L~ .~' ~`~: (~r~ ' ~ ~' ~ ~`, ' i ', ~ ~`~ ~ ` ,' `~ L ._. a. ~~ ie. ~._ v_ ~ f ,. ~ •~. _i 1-: d ,. P, _., l.. L.:II Detail -Sacramento City LiG~ary "Buildings may lose their tax certi- fication or landmark status because of improper preservation treatment," warns Myrna Saxe, noted Los Angeles art and architecture conservator. "I have found," . she says, "that the greatest cost effec- tiveness occurs when the conservator participates in the earliest planning stages, to provide an assessment of which original materials are salvageable, before design and treatment specifica- tions are written. Preservation agencies and developers should ask if the pro- posed treatment is really the minimum necessary to make a building safe and useful within historic preservation standards," Saxe advises. "In interviews with consultants," she cautions, "watch out for words like `enhance,' `modern interpretation,' `space-age equivalent,' and `perma- nent."' _ Specifically Saxe gives the following rules: ~ When selecting an architect, ask about his or her specific training anc' experience in preservation architec- ture. Check references. Keep in mind that the ability to make a good presentation is not necessarily the . ability to perform technically. ~ In hiring an engineering firm, check their in-house capability. How much do they intend tosub-contract out and to whom. • . In selecting a contractor, make sure that the project supervisor and the workers have experience in historic preservation and that they are aware that only the highest quality of work will be acceptable. • When selecting treatment materials for cleaning, repairing, and protection of surfaces, it is not likely that a vendor of a product line will advise that his products are unnecessary or damaging. Be sure that your con- sultantdoes not have a vested interest in any product. Detail - U.S. Main Post Office Sacramento _ -_ 4 COI111111SS10I1 UpdatC ~ The following properties have been CA LE N DA R On November 6, 1987, the State . Historical Resources Commission held its quarterly meeting in Santa Barbara. The Commission recommended six individual properties for placement on the National Register of Historic Places and tabled one. Three California State Historical Landmark applications were also considered. One was withdrawn by the applicant, one was tabled for further information, and another was denied as presented The Commission adopted the fol- lowing meeting schedule for 1988: A special February 19 meeting in Sacra- . mento will discuss the California __ Register of Historical Resources. The March 18 meeting will be in Ontario; the May 6 meeting will be held in Berkeley; August 5 in Orange County; and No- vember 4 in San Francisco. The Commission unanimously elected Dr. John Kemble as Chairperson and Mr. Robert Power as Vice Chairperson for another term. , .. The following properties have been placed on the National Register of Historic Places: Home Laundry, Pasadena, Los Angeles County, 6-18-87 Eshcol Winery, Napa, Napa County, 7-16-87 Janssens-Orella-Birk Building, Santa Barbara, Santa Barbara County, 7-16-87 Garbutt House, Los Angeles, Los Angeles County, 7-16-87 . _ Hicks House Los Angeles, Los Angeles County, 7-21-87 CALIFORNIA Office of HISTORIC PRESERVATION N E W S L E T T E R P.O. BOX 942896, SACRAMENTO, CA 94296-0001 • April 26-28, 1988 -San Diego: "Creating Economic Opportunity on Main Street. " Sponsored by the National Main Street Center and Office of Local Development, Cali- fornia Department of Commerce. May 8-14, 1988 -National Historic Preservation Week. "Preservation: The People's Choice." May 19, 1988 -San Francisco: Substitute Materials in Historic Pre- servation "Sponsored by the Western Chapter of the Association for Pre- --- servation Technology:-- May 19-22, 1988 -Palo Alto: Cali- fornia's 13th Annual Preservation - Conference. Sponsored by California Preservation Foundation and OHP. EDITORIAL COMI~IITTEE: Cynthia Howse Editor Dorene Clement Nicholas Del Cioppo Eugene Itogawa CONTRIBUTORS: Kathryn Gualtreri Sandra Elder Hans Kreutzberg Marion Mitchell-Wilson DonaldlLapoli Janice Pregliasco - Myrna Saxe William Seidel - ;~ z .~..:~ - :~ ,~ Fy h~- °~ /~ ~ - ~~~ U.S.POSiAGf Y- ~.~q L1` D....Mt 14F R: - - - -- ----- -- - - - - - .... ~-------- - ---- - -- - -- -- - 5~Je87a3 «j 223 0 - ~~ MGR. , CITY OF SAFtA7.~OGA , 13777 F1~JITVALE AVENUE sARA~oGA cA 95070 DECEIVED ~ PLANNING DEPT. designated National Historic Landmarks under the National Park Service's Recre- ational Theme study: The Rose Bowl, Pasadena, Los Angeles County, 2-27-87 San Francisco Civic Center, San Fran- cisco, 2-27-87 Asilomar Conference Grounds, Pacific Grove, Monterey County, 2-27-87 Mission Beach Roller Coaster, San Diego, San Diego County, 2-27-87 Looff Carousel and Roller Coaster on the Santa Cruz Beach Boardwall~ Santa Cruz, Santa Cruz County, 2-27-87 Santa Monica Looff Hippodrome" Santa Monica, Los Angeles County, 2-27-87 The following have been designated National Historic Landmarks under the National Park Service's Architecture in Parks Theme study: = Leland Stanford House? Sacramento, Sacramento County, 5-28-87 Aquatic Parl4 Golden Gate National Recreation Area, San Francisco, 5-28-87 The Wawona Hotel and Thomas Hill Studio, Yosemite National Park, Tuolumne County, 5-28-87 Leconte Memorial Lodge, Yosemite Na- tional Park, Tuolumne County, 5-28-87 Parsons Memorial Lodge, Yosemite National Park, Tuolumne County, 5-28-87 Rangers' Club, Yosemite National Park, Tuolumne County, 5-28-87 TheAhwahne~ Yosemite National Park, Tuolumne County, 5-28-87 STATE OF CALIFORNIA-THE RESOURCES AGENCY GEORGE DEUKMEJIAN Governor STATE HISTORICAL RESOURCES COMMISSION ~"~• •' DEPARTMENT OF PARKS AND RECREATION •~•~~%~ POST OFFICE BOX 942896 SACRAMENTO, CALIFORNIA 94296-0001 ~~ (9161445-8006 NOTICE OF HEARING STATE HISTORICAL RESOURCES COMMISSION NOTICE IS HEREBY GIVEN that the State Historical Resources Commission pursuant to Section•5020.3 of the Public Resources Code and pursuant to law, will meeti on Friday, May 6, 1988, in the $erkeley City Club Ballroom, 2315 Durant Street, Berkeley, California, to take action on the attached agenda. ;. NOTICE IS ALSO GIVEN that any person may file a written statement on any subject on the agenda by writing to the undersigned, or by present- in oral or written ,statement or arguments at the hearing at 9:00 a.m., or as soon thereafter as the matter may be heard. Inquiries may be directed to Sandra J. Elder, (916) 445-8006, or the State Historical Resources Commission, Post Office Box 942896, Sacramento, CA 94296-0001. NOTICE IS ALSO GIVEN that the Commission will hold a workshop on Thursday, May 5, 1988. No action will be taked by the Commission during the workshop. _ Kathryn Gulatieri Executive Secretary RECEIVED PLANNING DEPT C~~~~ o~ ~ o - o ~ ~0~~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 (408) 867-3438 MEMORANDUM TO: Heritage Preservation Commission DATE: Apri129, 1988 FROM: Valerie SUBJECT: Inventory forms - -------------------------------------------------------------- Attached for your review are the final drafts of the Inventory forms. You will note that I have edited them so that they all sound fairly similar...if you don't see your exact words, that's why: On some of the lengthy ones, I have deleted solve of the information, distilling the description or history down to its essence. Please review the forms before the May 4th meeting and have your corrections or changes ready for discussion. ~. Forms #52, 59, and 75 are still being finished up by Warren. We will also be discussing the selection criteria for determining which properties will stay on the Inventory list. See you at the Warner Hutton House on Wednesday: • HERITAGE RESOURCES INVENTORY Historic or Architectural No. Common Name Address Style Aqe 1. Saratoga School 14592 Oak Street Spanish Colonial 1923 Revival 2. Rawdon Dell Ranch 13631 Saratoga Ave. California 1916 Bungalow 3. Warner Hutton House 13495 Sousa Lane Queen Anne 1890's 4. Almond Hill 14475 Oak Place Shingle Craftsman 1910 5. Paul Masson Lodge 14820 Pierce Road French Chateau 1936 6. The Deodars 20330 Saratoga- Mediterranean 1912 Los Gatos Rd. Villa 7. (This number was previously assigned to the Pike Estate) 8. Hakone Gardens 21000 Big Basin Way Japanese 1918 9. Fabretti House 14669 Big Basin Way Pioneer Cottage 1881 • 10. John Henry House 14630 Big Basin Way Pioneer Cottage 1869 11. St. John's Episcopal 14700 Sixth Street Pioneer 1896 Church 12. Madronia Cemetery 14766 Oak Street N/A 1850's 13. Hannah McCarty House 20600 Lomita Ave. Pioneer/Greek 1877 Revival 14. William King House 14672 Oak Street Pioneer/Colonial 1870 Revival _.. 15. Congregational Church 14666 Oak Street Pioneer/Greek. 1886 Parsonage Revival 16. Missionary Settlement 14683 Oak Street Queen Anne 1897 House Cottage 17. Erwin T. King House 14605 Big Basin Way Colonial Salt Box 1875 18. Pettis Livery 14605 Big Basin Way Pioneer 1898 19. Marsh-Metzger House 14599 Big Basin Way Bungalow 1909 S 20. Springer House 20770 Wildwood Way Pioneer 1851 1 HERITAGE RESOURCES INVENTORY Historic or No. Common Name 21. Carter House 22. Grover House 23. Green Store Building 24. Cloud-Smith Building 25. Novakovich Ranch 26. 27. 28. _• 29. 30. ~ 31. 32. 33. 34. 35. Sam Cloud Hay & Feed Warehouse Hutchinson Building Saratoga Bank Building Architectural Address Style Age 19490 Glen Una Dr. Spanish Colonial 1925 14521 Big Basin Way Pioneer Cottage 1895 14519 Big Basin Way False-front 1890 Pioneer 14501-14503 Decorative Big Basin Way pioneer/ 1884 Neoclassical 14251 Fruitvale Ave. Queen Anne 1890 Cottage 20640 Third Street Pioneer 1890 14495 Big Basin Way Pioneer 1884 14421 Big Basin Way Classic Revival 1913 Kerr-Hogg Building 14413-14415 Big Basin Way Joseph E. Cox House 19161 Cox Ave. Henry Jarboe House 20611 Brookwood Lane F.B. Willard House 20601 Brookwood Lane B. Grant Taylor House 14421 Saratoga- Sunnyvale Road J. E. Foster House 14510-14540 Big Basin Way Pollard House 20731 Marion Ave. False-front 1910 Pioneer Craftsman 1915 Pioneer 1858 California 1916 Craftsman California _. 1906 Craftsman Pioneer Cottage 1882 Queen Anne Cottage 36. Neil Carmichael House 14051 Saratoga- Neoclassic Sunnyvale Road 37. Memorial Arch and Saratoga-Los Gatos Spanish Col. • Landmark Plaque Road/Saratoga Ave. Revival 1892 1914 1919 2 HERITAGE RESOURCES INVENTORY .• Historic or Architectural No. Common Name Address Style Age 38. Methodist-Episcopal 20490 Saratoga- Pioneer 1895 Church Los Gatos Road 39. Village Library 14410 Oak Street Mission Revival 1927 40. McWilliams House 20460 Saratoga- Pioneer Cottage 1850's Los Gatos Road 41. Hogg Building 20450 Saratoga- False-front 1904 Los Gatos Road Pioneer 42. Saratoga Volunteer 14488 Oak Street N/A 1903 Fire Bell 43. Lundblad's Lodge 14534 Oak Street Craftsman/Shingle 1905 44. Bellgrove 20360 Saratoga- Spanish Colonial 1904 ,Los Gatos Road 45. Woodlei h g 20375 Sarato a- g Greek Revival 1911 Los Gatos Road • 46. Saratoga Federated 20390 Park Place Mission Revival 1923 Church 47. Saratoga Foothill Club 20399 Park Place Bay Region/ 1916 Craftsman 48. Francis Dresser House 14300 Saratoga Ave. Neoclassic 1870 49. Luther Cunningham 14280 Saratoga Ave. Period Revival 1925 Stone House 50. Central Park Orchard Corner of Saratoga N/A - N/A and Fruitvale Avenues 51. Thomy's House 14189 Saratoga Ave. Pioneer 1870's 52. J.C. Cunningham House 14120 Saratoga Ave. Decorative 1889 Pioneer 53. E.M. Cunningham House 14075 Saratoga Ave. Decorative 1882 Pioneer 54. Meason House 13991 Saratoga Ave. Pioneer 1870's • 55. McGrew-Atkinson House 13915 Saratoga Ave. Pioneer 1880 3 HERITAGE RESOURCES INVENTORY ,• Historic or Architectural No. Common Name Address Style Aqe 56. Crowell House 19855 Douglas Lane Pioneer 1880's 57. Hayfield House 20235 La Paloma Ave. English Country 1920 58. Hayfield Caretaker/ 14315 Douglas Lane English Country 1920 Garage Buildings 59. Webster-Sutro House 14445 Donna Lane Dutch Colonial 1916 60. Rancho Bella Vista 20021 Bella Vista Italian Villa 1917 61. Sterne-Andres House 20105 Rancho Bella Pioneer/Classic 1880's Vista Revival 62. Hale Estate 20252 Hill Avenue Mediterranean 1930's 63. James Richards House 20150 Bonnie Brae Craftsman 1910 Bungalow 64. Villa Montalvo 15400 Montalvo Road Italian Villa 1912 65. Tibbett House 19221 Saratoga- Craftsman 1910 Los Gatos Rd. Bungalow 66. Cherrymount 19474 Burgundy Farmhouse 1860 Way 67. Reynolds Ranch 13616 Fruitvale Pioneer 1871 . Avenue 68. Fair Oaks 15095 Fruitvale Prairie/Classic 1905 Avenue Revival 69. Casa Tierra 15231 Quito Road Southwest -- 1941 Colonial 70. Odd Fellows Home 14500 Fruitvale Mission Revival 1912 Avenue 71. Ellis House 14711 Fruitvale Folk Victorian 1885 Avenue 72. (This number was previously assigned to San Tomas Grammar School) 73. Brandenburg House 18490 Ravenwood Decorative 1888 Drive Pioneer • 74. Andersen House 12239 Titus Avenue Pioneer 1890's 4 Historic or No. Common Name 75. T.S. Montgomery Stone Wall 76. Nardie House HERITAGE RESOURCES INVENTORY Architectural Address Style 77. Higginbotham House 78. Van Arsdale House 79. 80. Hyde House 81. ? ' ~~ 82. Carey House i 20400 Saratoga- N/A Los Gatos Road 14650 Sixth Street Queen Anne Cottage 14275 Saratoga Ave. California Craftsman 14690 Oak Street Queen Anne Cottage 20900 Big Basin Way Queen Anne Cottage 11995 Wallbrook Dr. Craftsman Bungalow 13361 Argonne Dr. Craftsman 15320 Peach Hill Rd. Monterey Colonial Aqe 1905 1895 1920 1910 1895 1895 1900 1929 5 CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION AGENDA - DATE: Wednesday, April 20, 1988 - 3:00 p.m. PLACE: Saratoga Community Library Meeting Room 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGANIZATION A. Roll Call B. Approval of Minutes of 4/6/88 C. Posting of Agenda D. Oral and Written Communications II. OLD BUSINESS A. Heritage Resource Inventory - discussion III. ITEMS INITIATED BY THE COMMISSION IV. ADJOURNMENT i 1 ~1~~1CU7~CC~~ CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION MINUTES DATE: Wednesday, April 20, 1988 3:00 p.m. PLACE: Saratoga Community Library, 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting I. Routine Organization A. Roll Call Present: Commissioners Heid, Voester, Ansnes Absent: Tyrrell, Landsness Staff: V. Young B. Approval of minutes of 3/16/88 Koepernik, Cameron, M/S Cameron/Voester to approve the minutes of 3/16/88 as submitted. Passed unanimously. C. Posting of Agenda Staff noted the agenda was posted at City Hall on Friday, April 1, 1988. - .' D. Oral and Written Communications V. Young briefed the Commission on a letter she had received regarding the status of the CLG application. She stated that an additional letter would be forwarded to the State Office of Historic Preservation regarding the City's commitment to appointing qualified professionals to the Commission. She also noted that she had met the previous day with a realtor, Beverly Kitchen, who was interested in specializing in representing historic properties in the Saratoga-Los Gatos area. II. New Business A. Historic Preservation Week, May 8-14, 1988 There was consensus to prepare a proclamation for City Council approval. Commissioner Ansnes offered to pursue a program for the local Cable TV. Further discussion will be held on this item at the next few meetings. Minutes - 4/6/88 III. Old Business A. Heritage Resource Inventory - discussion Chairman Heid distributed copies of his research on several of the inventory properties, including photographs of the Hayfield House. He also shared information on a property to be put on the "potential" list, 14791 Quito Road. The issue of selection criteria for the inventory will be placed on the next agenda, with the actual review of the final inventory forms to take place at the May 4 meeting. IV. Items Initiated ~ the Commission Commissioner Voester noted that Arch Brolly's Farm would be 100 years old this October and that Mr. Brolly would be holding a celebration. Commissioner Koepernik noted that he had recently seen a film on the history of the Santa Clara Valley. Commissioner Ansnes offered to see if it could be obtained to show on the local Cable TV channel. V. Young noted that Caltrans would be issuing a permit to the City for use and interim occupancy of the Warner Hutton House until it is moved later this year. There was consensus to begin holding Heritage Commission meetings there as soon as possible. V. Adjournment The meeting was adjourned .at 4:30 p.m. The next regular meeting will be held on Wednesday, April 20, 1988 at 3:00 p.m. Respectfully submitted, Valerie Young Secretary to Commission ~~~ THE COMMUNITY REVITALIZATION TAX ACT OF 1988 ~ i The rehabilitation tax credit and the low-income housing tax credit programs are not functioning as Congress intended, in part because the - credits are regulated by the 1986 Tax Reform Act's passive loss rules . The rules effectively restrict credit use to $7 , 000 for many taxpayers and eliminate the use of credits completely for others above specified income levels . These limitations have caused a sharp decline in the availability of equity capital for affordable housing projects and commercial rehabilitation, thus frustrating Congress' goal of providing substantial tax incentives to encourage the revitalization of the nation's older commercial areas and low-income and historic residential neighborhoods . The Community Revitalization Tax Act of 1988 will restore the vitality of the rehabilitation and low-income housing tax credits and, at the same time, ensure that limits on credit use are maintained. The legislation will additionally remove several existing barriers to nonprofit sponsorship and participation in creating affordable housing. The bill: • removes the rehabilitation and low-income housing credits from the passive loss rules. Losses from rehabilitation and low-income housing project would remain subject to the rules . • tightens the existing Limitations on individual taxpayer use of all ~~ business tax credits, including the rehabilitation and low-income housing credits . Currently, taxpayers may use only $25, 000 of credits to reduce their total income tax liability plus an amount equal to 75 percent of additional tax liability. The legislation tightens this restriction to allow individuals to use only $20, 000 of credits plus an '~ amount equal to 20 percent of additional tax liability. • conforms the at-risk rules for the rehabilitation credit to those for the low income credit in order ;to encourage a more coordinated use of the two credits . ~ • removes specific disincentives to nonprofit sponsorship of rehabil- itation and low-income housing by adjusting and clarifying provisions that currently restrict the ability of nonprofits to join with private investors in initiating and financing affordable housing. The Community Revitalization Tax Act of 1988 will simplify the rehabil- itation and low income credits by applying uniform eligibility rules to all taxpayers . Credit availability will no longer be tied to a $7, 000 limit or be based on the amount of passive income a taxpayer can claim. The legislation thus will increase the pool of investors eligible to use credits and reduce transaction costs by expanding the number of practical financing mechanisms. Additionally, under the bill, nonprofit organizations will be more fully able to participate in the provision of low income housing. .~ -2- The Community Revitalization Tax Act of 1988 was introduced on March 1, 1988 in both the Senate and the ~ House . The Senate bill, S . 2115 , was introduced by Senator Danforth (R-MO) and the House bill, H.R. 4048, was introduced by Representative Kennelly (D-CT) . In addition, Representative Mazzoli (D-KY) has introduced H.R. 4154. The three measures are identical. SENATE COSPONSORS Mitchell (D-ME) Boren (D-OK) Durenberger (R-MN) Heinz (R-PA) HOUSE COSPONSORS Rangel (D-NY) Schulze (R-PA) Guarini (D-NJ) Coyne (D-PA) Foglietta (D-PA) Moody (D-WI) Boggs (D-LA) Johnson (R-CT) Borski (D-PA) St. Germain (D-RI) Frank (D-MA) Gejdenson (D-CN) J. Lewis (D-GA) March 28, 1988 i® c~~ 1~ ~iJ+ ~1 r~11i ~/ l:.`7 ~~1 ~: 'l`~ il'` `~ ![~ ~ ~ :~'w -~-~ if'.~ Ili ~'7r`~~ it ~ `'~~ ~ic~ ~~~ 12:3:3 20Th STREET, \.«'. • 1r'ITE .i01 • `~Ayfil\GTc)~;, U,(~, ',:OO;;f3 • ~~~f)L,) f3•=R_OF ~r PNesroevr ~~v`) r ~~ ~~~f'''~ ): !C Y. /'1'T R'Y. I)IN Y. (:T~>N T Y.RSH H()ASUE R(:, F~V. L Q~~ N 1~~~ ~T F. PFIE\ ~.. ~)t\V(ti, L•'~V•' PILIANNvING DEPT. pRESEF[VaTIO:~T LA~~' L'pDATE 1988-10 ~ February 23, 1988 Mobile Deals Successfully with Artificial siding -. .. Mobile's two historic preservation commissions, the Architectural Review Etoard and the Old Dauphin Way Review Board, have found ways to deal effectively with applications for the use of artificial siding on buildings subject to the jurisdiction of the commissions. According to Michael Leventhal, director of the Mobile Historic District Commission, the Architectural Review Board "has never allowed the use of synthetic siding" in any of the five local historic districts under its jurisdiction since its creation in 1963. The Old Dauphin Way Review Board, however, has developed written "Application Procedures for Synthetic Siding" and ~--~ "Guidelines for the Use of Synthetic Siding." The Guidelines note that following listing of the Old Dauphin Way Preservation District in the National $egister in 1984, the Old Dauphin Way Review Board "has re-examined its position regarding the use of synthetic siding within the district": While the Review Board generally does not favor the use of synthetic materials, the Board does realize that there are extenuating circumstances at times, particularly relating to non-contributing structures, which might warrant .consideration. Buildings within the Old Dauphin Way district are classified as either "contributing" or "non-contributing" based on the extent to which they display •characteristic architectural features such as "high ceilings, deep porches, raised- foundations, wood construction and a large proportion of void to solid on the wall surface." The 9uidelines~state plainly that: "In most cases, the use of synthetic siding materials on contributing structures will not be appropriate." Other guidelines are quite specific and ..suggest how a preservation commission can base guidelines on characteristic architectural features :Eor a local historic district: ~.1TI0\.1L('t:\TH:it F'OH !'lt}:~Ef{~'.~'1'!OY l..~~~' . 1. Synthetic siding may be used as a replacement for siding only and specifically not to cover or replace trim elements or masonry surfaces. ~ v 2. The material shall be of smooth surface and of sufficient thickness or gage to insure the proper installation and appearance. 3. The °replacement siding will be of the same profile as the original siding. If the original siding is no longer existing or is obscured, the Board will determine what that dimension would have been based on existing architectural precedent. 4. There will be no combining of synthetic materials on a single building. This, however, excludes. the material chosen for storm windows. 5. Trim elements including, but no limited to, door and window surrounds, porch and gable detailing and decorative cut shingle work shall be preserved in the original material. 6. Corner boards, if existing, shall be covered in such a way as to preserve their original dimension and profile. If corner boards do not now exist, the Board will determine their appropriate dimension consistent with the style of the building. II~ 7. Synthetic material may be applied to the eaves and/or rafters only on buildings where the'~rafters have previously . been boxed. The Old Dauphin Way Review Board does not permit synthetic siding with a ~~wood grain~'~ even on non-contributing buildings. Even with these Guidelines, Leventhal notes that some siding contractors "try to schedule work on weekends when the building inspectors are off. Consequently by the time the fob is stopped it may be half or greater completed." An important provision in the Application Procedures . suggests a meeting between the property owner and at least one member of the Review Board prior to the Board's public meeting: The Review Board members will attempt to view the house prior to the next scheduled Review Board meeting to evaluate __ ~ the condition of the building and its role in the streetscape. The owner need not meet individually with each Board member; however, at least one Board member or a representative of its staff will contact the owner to discuss the Board's concerns about synthetic materials. (A subscription to the "Preservation Law Updates" series for 1988 _. is available for $55.00. Please send inquiries to the National Center at the address listed at the top of this "Update.") i®T~1~®1\~L ~~l`E J1~~ ~~1C~ P~11i~~R~t~~~01® LC~~~ ~--= 1233 20TH STgEET, ~T,W. • SUITE 501 • WASHINGTON D. 2. • '~ G. 0036 (202) 8~8-©611 PHC~3ID6YT ~• FXECCT[VB UIBCCTUB TERSH BOASBERI:, ESQ. ~ STEPHEN ~. UE~NIS. Fsv. PRESER`~'~.TIO:\' La~V UPDATE 1988-1i March 4, 1988 Episcopal Publication Examines Landmark Designations The Episcopal publication Jubilee recently published an. article by David M. Brenner, a Seattle attorney, entitled "Whose Church Is It, Anyway? Landmarks vs. First Amendment Freedoms.01 The article looks at landmark designations from the standpoint of churches which would like to resist such designations but may find that they cannot, and cautions that a church should not mount a public relations or legal campaign to oppose landmark designation without considering carefully the negative risks to the church. Community good will can erode, and a congregation can be split over a difficult decision. A church which takes its fight into court may ],ose and find itself poorer as a result of its significant legal expenses during the fight. Brenner argues that "[d]esignation of church property as a landmark is indeed a mixed blessing." Unfortunately., Brenner begins his article with a. suggestion that historic preservation commissions are "tough" in enforcing minimum maintenance provisions against designated churches: Many ordinances include minimum maintenance requirements to ,. ~..~. prevent .."demolition _hy neglect.'! Under. these -provisions, local governments have the right to come on to the church property and make neE:ded~repairs, then submit a bill to the church and file a lien to secure the costs. Few such provisions have ever been so enforced against a church. Brenner concedes that resisting landmark designation will be difficult for a church except in unusual situations: In this author's view, a legal challenge to landmark I designation may be mounted on constitutional grounds in certain limited circtunstances. Hut it would be wise to do so only. after examirling the congregation's full range of ~ alternatives, including whether the local landmarks commission has propecrly followed its own procedures and ~' standards. - ~ \AT[O~AL('F:\TEN FU12 VKI•:~t•,I;Y,~TIOY L.~w Brenner organization property is that certai governmental admits that it is very difficult far a charitable ~' such as a ,church to show that regulation of its so burdensome as to amount to a "taking" and concedes ~~ n~categories of church property may be more prone to regulation than others: The few cases in which such a taking has been found make it clear that the level of interference must be so high as to prohibit virtually a_y use of the property for the charitable purpose of the organization. The hardest case in which to demonstrate that landmark restrictions burden religious activity is one in which a church claims, not that it is unable to use its property for religious purposes, but that it is unable to exploit the financial value of its property for religious purposes. Although rent from a church-owned office building could clearly further the church's "religious activities" by funding various social programs within the scope of the church's mission, courts are very reluctant to recognize such money-making activities as a religious purpose. Brenner does not offer great hopes to a congregation planning to use a First Amendment defense as its principal tactic for opposing a proposed landmark designation and suggests caution • in this area for both legal and political reasons: Whether the "free exercise" clause in the Constitution provides a significant defense to landmark designation is currently a hotly debated legal issue. The one point which appears clear is that there is ,unlikely to be a broad rule prohibiting landmark ~aegulation of churches across the board. Rather, whether a given landmark restriction violates the "free exercise" clause of the First Amendment must be determined on a case-by-case basis. The legal bottom line is that the law is not' clear on how strong a defense to landmark restrictions can be rested on the First Amendment, and the likelihood that a congregation will be successful in challenging such restrictions on this basis will vary with conditions. . . Wielded sensitively, the First Amendment defense can be a useful weapon for a congregation truly burdened by landmark regulations. But because the law in this area is not settled and may eventually develop unfavorably to the church's position, it would be wise to not rely on it alone. (A subscription to the "Preservation Law Updates" series for 1988 is available for $55.00. Please send inquiries to the National Center at the address listed at the top of this "Update.") IlT~'~]I®IeT~L ~1E~T~E» ~~~ 1PIl~]E''~IE~~~T~®1T L~~'b~' ~` 1233 20TH STREET, V.W. • 5C7ITE COI • ~1'ASHI~IGTUN( ~.C. 20039 • (202) 82f3-091 P9EJIDE?!T EXECCTIVE UfHEC7UH TERSH BUASBERC. FSV• STEPHEN ti, UENyf9. EOU• PRF.SER~~'ATIO~T LAW UPDATE 1988-12 March 25, 1988 .~ Preservation Commissions and Artificial Siding In February of this year, the National Center •and the National Alliance of Preservation Commissions prepared a joint questionnaire to local preservation commissions asking them about their experiences and problems with artificial siding applications for properties under their jurisdiction. The questionnaire was sent to 424 local commissions, and 133 commissions have returned the questionnaire form (a 31$ response rate). Some interesting conclusions can be drawn from responses to the questionnaire forms;. Artificial siding applications cause those commissions which must deal with them significant problems, and commissions do not feel that they have sufficient information for dealing with these problems. Perhaps the greatest problem is the tendency of siding contractors to sell their services to property owners and begin installation before necessary' applications have been filed and permits received. ~ Relatively few preservation commissions have artificial siding guidelines. Only 57 (43$) of the responding commissions replied "Yes" to this question. Commissions often use the Secretary of the Interior's Guidelines as their local guidelines, so that the number of commissions with independent guidelines would be far smaller than the numbers cited might suggest. Commissions typically deal with fewer than five artificial i, siding applications each year. Most commissions (114 or 86$ of those responding) consider five or fewer such applications per ~ year. Eleven commis;s ions (8$) receive six to ten such applications annually. Four commissions (3~) review eleven to fifteen such applications in a year. Only a tiny number of ,commissions (2 or 2$ of those responding) receive as many as sixteen such applications per year. The questionnaire did not ask a question that might have been significant:~How many applications have been received in the past five-years on artificial siding issues? (Some very new commissions have yet to receive such an application.) • \ATIO~iALCFYT6:R tOR P12FFiF12~•.~T'[O\ L.\~~' Commissions were not asked how frequently they deny applications for the installation of artificial siding, but fewer than a quarter of the commissions reported that owners had appealed such denials (only 24 or 18~ of those commissions responding stated "Yes"). Even fewer commissions reported that their decisions had been overturned on appeal (9 or 7$ of those responding). These commissions are: Savannah, Ga.; Wichita, Kansas; Baltimore; Utica, Mich.; Florissant, Mo.; Oregon City, Oregon; Reading, Pa.; Beaufort, S.C.; and Park City, Utah. More than half of the commissions responding to the questionnaire report problems "with contractors who begin work in historic districts before property owners can apply for certificates of appropriateness." ~ A• surprising 62$ of the commissions (82 of those responding) report this problem. Nearly all of the commissions stated that they would "like to receive more information from your State Historic Preservation Office about the use of artificial siding in other historic districts in your state" (119 or 89$ of those responding stated "Yes"). There is a significant opportunity here for SHPO staff and the National Alliance of Preservation Commissions to cooperate in collecting and analyzing information about artificial siding applications in key states. Commissions were asked what their greatest problems are in dealing with artificial siding applications. Responses varied widely, but the following problems were each"mentioned more than '~ once: _. . Educating the public 14 Alleged cost difference between artificial siding and repainting ~ 12 Contractors and owners who jump the gun on permits 9 Hardship claims 8 Compatibility with existing siding 4 Installation procedures (covering details, etc.)- 4 Lack of suitable guidelines g Existence of artificial siding on buildings in a historic district 3 ~A majority of the commissions wish artificial siding manufacturers would "develop more guidelines-for the use of their products -in local historic districts" (107 or 80$ of those. • responding). But several commissions cautioned that siding • manufacturers can hardly be expected to take .an unbiased view of their products. One commission suggested that such guidelines "would probably be overly permissive" and another commission stated that allowing manufacturers to develop these guidelines would be like "putting the cat among the pigeons." (A subscription to the "Preservation Law Updates" series for 1988 'is available for $55.00. Please send inquiries to the National Center at the address listed at the top of this "Update.") ~a~onal Trait Funding for . ~~~tore~ ~a~ld~n~~ on fain ~treot Colleen Collins Strengthening a commercial dis- trict's existing assets while di- versifyingits economic base is a principal element of the Main Street approach. The. National Trust can help Main Street project managers initiate real estate projects through the National Preserva- tion Loan Fund jNPLF). The Trust's most flexible funding program, NPLF awards below- market-rate loans, loan guaran- ties and lines of credit. Main A 198Y NPIf loan ielped Bawlirs ereee, Ky., eatabOsi a revrlrirA had hr drwrtrwa brlldiag iwtprrveneats. Tie rwrer al tiffs t880s brlcY brildirg, arlsirally tie eity`a wlrrteer fire deparUreat, spent 380,000 to restore tie rpper hcade and orrice and desiaa as appnpriate shretraat. (Aiciard Phtferiorr) National Trust for Historic Preservation (II k Street communities are using NPLF funds for projects as var- ied as acquiring and rehabilitat- ing a mixed-use building, reviv- ing afarmers' market, starting a loan pool with the help of local banks and beginning a revolving loan fund. eeitaliiing a - Waterfront In Bay City, Mich., the Jennison Hardware Company, a complex of three buildings listed in the National Register, is being reha- bilitatedinto retail space, offices and rental housing, thanks in _~TUgE SITE OF .,~ ;~:.. -~,. ,:.. r~'~' ~" -F'ITNDIr"D BY: - The Idtradrrws FoundrdLom~ Natluoat Trost for Hi4tot-io T'rnscr.at}rIIr Dowutocva ~eQeloFmterst`AQVOCIattam -: - } ra T~ ~ as aria _ z ~ - TMe Paris, Tex., farmers' market will seen leave a permanent kome, thanks in part to a 550,000 NPtF108A. By reviving me kistoric farmers' market, flee Main Street project expects to increase business downtown and spur reka6 activity in me area. (Paris Downtown Development Asaociatlan) part to a $50,000 NPLF loan. The Bay City Downtown Devel- opment Authority is relending the National Trust's loan to a partnership formed to carry out the rehabilitation. The $2.2 mil- lion project is a key element in the Bay City Main Street pro- gram and is considered a major catalyst for revitalizing the community's Saginaw River waterfront. e~i~ing a Farmers' Market In Paris, Tex., the Main __ Street project is using a $50,000 loan to con- structpermanent sheds that will house the city's historic farmers' market. Although the NPLF generally does not fund new construction, the Paris project is expected to result directly in the rehabilitation of several historic buildings in the area surround- ing the site. Revival of the fazm- ers' market is also expected to increase commercial activity in downtown Paris. The market will be located in the city's Market Square Histor- icDistrict, which has been nom- inated to the National Register. The $50,000 NPLF loan to the project is being matched with funds from the Paris Downtown Development Association and the Meadows Foundation, a statewide organization. As with most NPLF awards, the term of the loan is five years and the interest payment is 8 percent, with principal payments de- ferred until after the construc- tion and start-up phases. Main Street Project Manager Sue Smith credits the NPLF loan, awarded in 1986, with focusing public attention on the project and leveraging support from other funding sources. "The National Trust's endorse- ment was critical to getting the project off the ground," says Smith. Construction on the sheds began in February 1988 and will be completed by late spring. etting Up Loan Fonds NPLF loans from the National Trust are also helping an increasing number of Main Street programs begin or expand their own preservation loan funds. Low-interest loan funds benefit everyone involved in downtown revitalization. Not only do they stimulate economic develop- ment in specific areas; they also enhance Main Street's visual image by requiring borrowers to improve storefronts and build- ing facades according to ap- proved guidelines. Both revoly- ing funds and loan pools are eligible for NPLF monies. A revolving loan fund con- tinues to relend, or revolve, dol- lars as businesses repay their loans. The grants orlow-interest loans used to establish a revoly- ing fund are typically deposited with, and administered by, the Main Street program office. A loan pool holds funds from a variety of lenders; the funds are disbursed once, then repaid to the program lender. Funds are deposited with, and adminis- tered by, one of the participating banks. One variation on the loan pool concept is to relend the loan repayments instead of re- turning them immediately to the lender. Another option is to allow each lender to hold its own funds and service its own customers. Funds for administering both revolving loan funds and loan pools can come from the follow- ing sources: ^ Grants obtained specifically for that purpose ^ Proceeds from fund-raising events ^ The difference between the interest rate charged by par- ticipating lenders and the inter- est rate offered to local borrowers All lending programs estab- lishedwith NPLF funds must be targeted to properties eligible for the National Register of Histor- ic Places, either individually or as a contributing part of a histor- icdistrict. The property does not actually have to be listed in the National Register. Rehabilita- tion work must follow the Sec- retary of the Interior's Standards for Rehabilitation issued by the National Pazk Service. tructuring a Ue~oluing fund An NPLF loan awarded in 1982 to the Landmark Association of Bowling Green and Warren County, Ky., for example, helped to establish a revolving fund that offers fa- cade rehabilitation loans to property and business owners in the downtown historic district. The association used $25,000 of NPLF monies to leverage a $50,000 loan from the American National Bank and a $6,000 grant from the Kentucky Heri- tage Council. To date, the revolving fund has lent a total of $97,500 to six property owners and one busi- ness owner with along-term lease. In addition to the revoly- ingfund loan, five of the projects used the historic rehabilitation National Main Street Center, National Trust for Historic Preservation `'x°.:.rrh ,~-: `.cT Rn>;~' ~ .':,trams tax incentives. The most recent loan was made to restore the exterior and first two floors of the oldest commercial building in town, an 1838 mixed-use building, which had been vacant for more than eight years. The new owner plans to rehabilitate the entire property using the incentives available through the revolving fund. According to the association's executive vice president, ]Zich- azd Pfefferkorn, the revolving fund has been successful be- cause the group structured it carefully, weighing the business owners' needs against the group's commitment to making good loans. "The association has never made a bad loan," says Pfefferkorn. "We knew we want- ed to help strong credit-worthy projects so we made sure we did things right in the beginning." A committee of five, includ- . ing association leaders, a bank loan officer and an attorney, reviews each loan application. The bank handles the loan docu- mentation and credit review "We work with the applicants even before they apply to ensure that they understand and follow design and program guidelines," Pfefferkorn adds. Although the Landmarks As- sociation of Bowling Green and Warren County repaid its NPLF loan in late 1987, its revolving fund will continue to make loans as it receives payments on outstanding loans. "The fund has worked beautifully as pazt of our overall Main Street pro- gram,"notes Pfefferkorn. "It has provided the added economic incentive for businesses to re- habilitate their properties correctly." e~ere ing Loans from LOC81 ~Bni~S Dubuque, Iowa, offers an- other example of a re- cently established Main Street loan pool. Dubuque Main Street is using a $100,000 NPLF loan to initiate a $200,000 lend- ingprogram. Main Street Project Manager Patricia Friedman used the Trust's NPLF commitment to leverage loans from four local banks. It was only after Friedman evaluated the needs o;E local businesses that she approached the four banks for a funding commitment. The need, every- one agreed, was to target funds for facade improvements in Du- buque's three downtown histor- ic districts. The four banks- First National Bank of Dubuque, Harvest Savings Bank, Dubuque Bank and Trust and American Trust and Savings Bank-were receptive to the loan pool con- cept and to the National Trust's willingness to consider award- ing amatching loan. Says Fried- man, "That's when we went to work on the details." The program was structured so that the Trust's $1OO,OOO1oan was matched with $25,00() from each of the banks. The Trust requires at least adollar-for- dollaz match for NPLF loans. Loans from the $200,00() pool will be offered at 5 percent interest for 5-year terms, amor- tized on a 10-year basis. Accord- ing to the agreement worked out with the Main Street office, the Trust and the banks, business or property owners can apply for loans of up to $25,000 or 50 percent of the project cost, whichever is less. "We made the decision early on that we wanted to assist as many projec;ts as possible with the money avail- able," Friedman explains. Be- cause the loan pool is intended to improve the appearance of the downtown historic districts, all funded acquisition and rehabili- tation projects must include some facade work. The loan pool was introduced to the Dubuque business com- munity in the fall of 1987 when National Trust President J. Jack- son Walter announced the $100,000 NPLF award at a local press conference. The event gen- erated "an immediate response from potential borrowers just through word of mouth." re- ports Friedman. In early 1988, the Main Street staff began to market the fund aggressively. Their first step was to sponsor a seminar to explain its potential uses. "We invited not only business owners, but also local con- tractors, real estate agents,. az- chitects, city development offi- cials and all local banking representatives-anyone con- cerned about the downtown area." The seminar featured a comprehensive overview of preservation in Dubuque, exam- ples of how to tap the historic rehabilitation tax credits and information on how businesses can use the loan pool and other city programs to rehabilitate their storefronts. Loan applications are now being accepted at the Main Street office and then will be reviewed by a committee repre- sentingthe Main Street program and all four banks. Applicants must secure loans with a first or second lien mortgage or deed of The Old Maia district fa Duhuque, Iowa, is one of three downtown Historic districts that will 6enetit from a newly farmed SY00,000 facade improremeat lean fund. Dubuque Main Street axed a 8100,000 NPIf loan to Ievera8e funds from Ionr local banbs. (Desi0a Pboto0rapby) trust on the project building, with a maximum loan-to-value ratio of 80 percent (i.e., together with any previous loans, the loan can equal no more than 80 percent of the property's ap- praised value. Each participat- ing bank services its own customers. Before rehabilitation can be- gin, the proposed work must be approved by the Dubuque Main Street design committee and the City of Dubuque Historic Pres- ervationCommission. Dubuque is a certified local government. The committee inspects the completed work to ensure com- pliancewith the Secretary of the Interior's Standards for Rehabilitation. "We had one man call recently and ask, Are you the people with the cheap money?"' says Pa- tricia Friedman. "We are always encouraging people who want to do something with their proper- ties to call and ask. We can probably help." The National Trust encour- ages Ma2:i Street communities with plans for their own revoly- ing funds or real estate projects to call and ask for NPLF assis- tance. The below-market-rate loans are available both to non- profit Main Street programs and local governments. Colleen Collins is program in- formation officer with the Na- tional Trust's Office of Finan_ cial Services. 51.3 Million in Loans Available T- ~ ~ ~ ~~ - .~,: ~' The National Trust currently has $13 million in loan funds available for nonprofit organizations and public agtncies~;:'~ through the National Preservation Loan Fund (NPLF).: ~~ Main Street programs can tap NPLF below-market-rate':;' loans, loan guaranties and lines of credit for real estate° projects involving single buildings or multi butldtng-loan ~~` pools or revolving funds. `' "', NPLF loans currently are offered at 8 percent for five year ,~_ terms. In order to encourage participation by local banks;='` NPLF loans must be matched at least dollar for dollar -`=_ Loans must also be secured with real estate or ~ other ~~;~ . collateral except in the case of loans to municipalities; `~`: which can be backed by the full faith and credit of the local government provided it has a good bond rating. ~ „~`' =: For more information on financing Main Street projects . through the Trust's most flexible financing program,'call ' ' ` the Office of Financial Services at (202) 673-4054. ' ~`'`''.~' _`~ Cre~~$ Cord Prora~ in Porterui~lo Carl Kaden Move over MasterCard and Visa -downtown Porterville, Calif., has its own credit card! While it may not be recognized the world over, it definitely is accepted in downtown Porterville. The idea for the Porterville VIP Card emerged when the Main Street economic restruc- turingcommittee was setting up a system for organizing down- town retailers. We realized we needed the answers to a lot of questions before we could pro- ceed. How do we know who the customers are? What are their shopping habits? What are their income levels and ages? What are they buying? How Erequent- ly are they shopping? During this session I pointed out that banks track this infor- mation on a monthly basis through customer credit card use. Perhaps we could create a credit card, carrying the Main Street Porterville logo, that could be used to help track this vital consumer information in our downtown as well as represent unity among the merchants. Our first consideration was how the local financial institu- tionsmight beinvolved. We sent a letter to every area bank, sav- ings and loan and lending in- stitutionexplaining the idea and asking how they might help in establishing the credit card. They all replied that they were not equipped to handle this sort of program. e Found a Partner Although we were discouraged and many committee members were ready to scrap the project, I still felt it was possible and began to search outside the city for assistance. I heard that Beneficial Finance Corporation was offering a generic credit card program for individual busi- nesses and talked to them about our idea. Beneficial Finance agreed it was a good one and modified their generic credit card to suit our needs in downtown Porter- ville. Their modified program answered all of the questions the •economic restructuring com- mittee had been asking, and more. Beneficial's program only charged the merchants a 2 per- cent tee on their sales; and, if all the merchants together had sales of $250,000 or more, there would be no fee at all. This was great news in light of the fact that MasterCard and Visa were charging 3 to 4 percent with no reduction based on sales vol- ume. Additionally, Beneficial's program had no minimum fee, annual fee orstart-up cost to the merchants. earning About Credit Cards program was started with 50 merchants. First they had to sign up for the credit card by taking a notarized copy of their current city business li- cense to Beneficial and signing the master agreement. Once the merchants were signed, Beneficial Finance pro- vided two group training ses- sions to help the merchants use the different forms, point-of- purchase materials and System New Account Processing (SNAP] Center. This took some time because most of the mer- chants were not familiar with the credit application process. by Merchants Accept the Card . One benefit to mer- chants in accepting the Porterville VIP Card is that they do not have to carry credit themselves. The Porterville VIP Card is especial- ly different from MasterCard and Visa in that the credit line can be opened while the custom- er waits. The merchant has the customer fill out the application in the store, calls the inEonna- tion into the SNAP Center and the customer can be approved in a matter of minutes. The SNAP 4 National Main Street Center, National Trust for Historic Preservation Center in California is open In Porterville we have found ~~®~ ~~ seven days a week. _ that this innovative retail pro- There are several other bene- gram offers a wealth of op~portu- ® ~t fits associated with the VIP nities to the Main Street re- ~~~ ~~~~ ®~ Card-statement messages and vitalization effort. For little cost and Poi~~~ant~ statement staffers are just two, it allows your businesses to At no charge to the merchant, compete in a highly competitive All building stone deteriorates individualized messages can be market without assuming liabil- typed on each monthly state- ity. But even more, it provides „ over time. In some cases the disintegration is very slow tak- - went to keep customers up to valuable data to help restructure , ing hundreds of years to become date on sales, new products and your retail mix and, thus., your i noticeable. In other cases stone special events. The messages economy. And, finally, it creates , visibly decays within a person's also offer opportunities to just unity among the merchants and lifetime What causes stone de- say "Thanks" or "Happy Holi- other downtown business>es. . terioration and at what rate will days." Other uses for the state- Carl Kaden is project manager it disintegrate? Many factors are went messages are to keep the for Main Street Porterville, Inc. involved: the type of stone the downtown customers informed of new store hours, new loca- ; methods used to process and tions and Main Street program install it; and the exposure of the events. stone to moisture, pollutants ~ Statement staffers-small ad- and climatic factors. vertising flyers enclosed with - Olstare the monthly statement-are proven winners in generating charged sales. Customers love The primary cause of stone deteriora- the shop-at-home convenience - r Lion is moisture. of filling out an order form and Particularly in ur- charging the purchase to their ban and industrial areas ,snow, credit accounts. A statement rain and drizzle are usually staffer is acost-efficient promo- laden with carbon dioxide and tion technique that pays for ® sulfate, producing moisture that itself. In many cases this type of is mildl corrosive and acidic. Y advertising can be cooperative. - Driven against stone walls by An added bonus to merchants wind moisture from rain and accepting the VIP Card is the snow collects in crevices and ability to conduct direct mail dissolves ingredients just below mazketing campaigns. When re- the surface. As the stone dries, quested, Beneficial Finance will ~ these minerals are drawn to the generate customer mailing la- surface where they remain until bels for merchants who want to washed off by the next rain. In market special sales events "di- general, the more porous the rectly to these card users. stone, the more rapid its deterioration. then Benefits A second major form of moisture detrimental to stone is Downtown Porterville groundwater. Moving upward has two basic types of inside stone walls through capil- customers: those who lary action, groundwater has already shop there and been found as high as 30 feet ~ those who will shop there. Mer- aboveground level. This water is chants can identify those cus- - often rich in ingredients that tourers who are already shop- rapidly leach minerals from the ping downtown by gathering stone: acids and salts used to de-~ information from purchases ice streets and sidewalks as well made with the VIP Card. By as other chemicals that are comparing the information to found in the soil. The salts and that found in The Survey of acids are carried up into the Buying Power Data Service, stone by the water where they published by Sales and Market- aze deposited as the moisture ing Management magazine of evaporates. Sometimes these de- New York, the Main Street Por- posits form a visible area known terville program can find the as the wetline, which appears on voids in downtown's retail mix, the surface of the stone as a address them and attract new white powdery crust called customers. efflorescence. : >tie Alued sanc~e of tlis tePPa-ceita nla^a is flatiag 01( aP slalliag, dtle u ^olatare that 1as leaetrated 9eK(ad fre atlPtaCe atld truee. (Keaaedy S^ItK, NMSC) Over time, concentrations of these deposits buildup along the wetline, attracting more and more moisture and thus addi- tional deposits, especially in areas of high relative humidity. For example, a stone ,that con- tains a concentrated area of just 4 percent salt has been measured to contain 22 percent water when the relative humidity is 90 percent or above. The third major cause of water deterioration stems from leaky plumbing, roofs and gutters. These mechanical failures can quickly saturate stone walls with moisture, drawing miner- als to the surface and causing rapid decay of the stone. A fourth, and minor, form of moisture deterioration results from the flow of warm, moist interior air through the cooler stone walls. Somewhere inside the wall, the dew point is reached. At this spot, the air- borne moisture condenses into droplets that are drawn back to the drier surface, cazrying min- erals with them. By whatever mechanism- rain, groundwater, mechanical failures . or internal condensa- tion-the water carries minerals to the exterior of the stone wall, forming thin deposits rarely more than 3mm thick. These deposits rinse off in the rain or flake off-a process known as scaling-as the stone expands or contracts with changes of tem- perature. Once scaling begins, the process tends to repeat itself, leading eventually to visible decay. Unfortunately, the mechanics of stone deterioration are not completely understood. Factors other than moisture play an important but as yet undeter- mined role in the rate of deterio- ration. Primary among these factors are temperature, solar radiation, wind and airborne pollutants. eat .,_, Temperature changes `y during the day and _ throughout the year af- fect the rate at which all building material, including stone, expands and contracts. When moisture is present, which is generally the case, freezing temperatures cause the water to expand, producing scal- ing on the stone's surface. As temperatures increase, chem- Causes of Sto~ne~ Deterioration ~ 1 ~ r ~~ J _ . .. _ • .: _ -_ ,. . ~, - ., y t.. Q '~ .Note: The forces contributing to stont: deterioration are complex. This chart demonstrates the interaction among '~~~'' -some of the most common mechanisms..; ~ _ ~ , ' • • Moisture x` r. ~ ~?,vKp+ 4x (SIIOW, rain, ~ ' - groundwater, ` ~ • y- 1 . .f: -r leakyplumbrng r~ri~rr,-r,~.~~;~m,?' ..;~:,. ..Solar ,..~-`, .;~,.-~.~:Gaseous~.?_- _ Mechanism and gutters) , . , 'Humidity _. Temperature Radiation Wind Pollutants ~` ~{ : ~_ s .,e,.~ Dissolution of Stone by :' `, ' • T , '~ ~ ~' y, x R n r ~ 3 Yi I 14 1 i~> ~- ~ E L t r ~ i mO1Stt1Le ,. ;~S ^ i q. ^ rw '.- ~ t ,~~x,~ 3 - i . s~.. ~,^ .`~Y,fh- ~. acids formed on/iri stone"°, ~ ^ 'r~ ^ ^ ~z s r . ~.r, i, £ ^. , ~ ~L~ . sulfides formed on/in stone ^~ • ~ ~` ~ ;~t`~-' ^ ~ ~ ~~+= ` ~ ' ' `~~ ' Ab[a81on by 1" r .: , .r S, '` i~ n e ~- ~ [ . -~' s lw i:~< < ~~.`~ T 1 ~ ~,~= ~~- • airborne particles . ' _ X '~ s °; ~ ` T ~ ~ f ' ~ - moisture jsnow, rain, tcejr' ^ ; '~ ~ ' ' ^ ~° ^ ' ' { Volume change caused ,by: ~'' 1,"~ t~ ~ 'd :.r *' ~ r ~ , ~r x ~ ,, y, .r uneven moisture content :: ^ ^ ^ ^ ?. freezing/thawing of moisture ^ ^ ^ :. hydration of efflorescences ^ ~ ~ '' ~~~• ~ "~ ` `~ '=~$ , i ~` ` crystallization of salts - ~ - ^ - ~ ~ ~' ~ ~ `~ National Main Street Center, National Trust for Histotic Preservation ire afarasi-~ acfloa h wiadblawa partlclea Nas pitted rie surface el this Ilntestoae Irelldiag. Tie Narirantal cracN afore tre egg sod dare atefdiag was cursed fy tNe raerea a6tUiag of lfe fulidiag. (RicYard Wa~aer, f+1MSC) ical action between pollutants and the stone tends to increase. Heat from the sun causes stone to warm up during the day, especially when it is exposed to direct sunlight; at night or when the building is iri shadow, the stone cools off. This affects the rate at which surface moisture condenses and evaporates, thus subjecting the stone to a cycle of wetting and drying. ind and ' Pollutants Wind contributes to stone deterioration in two ways: (1 ~ through airborne grit and sand; and (2) through gaseous pollu- tants. The continuous assault of airborne grit and sand against stone walls will eventually pit and erode the surface, causing rapid decay. (This is the reason that mechanical sandblasting is not a recommended cleaning procedure for brick and stone.) Gaseous pollutants, especial- ly in urban and industrial areas, have been identified as a major cause of stone deterioration. In some areas of the country, the mixture resulting from indus- trial and automobile exhaust has accelerated the decay of building stone twentyfold. When combined with' moisture present in the atmosphere, the pollutants (acids and sulfates] react rapidly with the stone's chemical composition to cause corrosion. re~ention and Cure ~~ There is no simple way to prevent stone deterio- ration. Understanding the forces that cause the problem is the first step. Al- though many of these mecha- nisms have been tested in isola- tion and in combination to determine how they affect the speed with which different types of stone deteriorate, consider- able research still needs to be done. Occasionally, it is possible to pinpoint the cause of deteriora- tion by using common instru- ments such as rain gaugers and moisture meters. Often, how- ever, complex studies that take weeks to complete and require sophisticated equipment such as X-ray spectroscopes aze nec- essazy to determine why the stone is failing. In these cases, it is necessary to seek expert ad- vice before deciding on a remedy. No matter how simplle or complex the problem, corrective action must be taken whenever there is visible evidence of stone deterioration. Otherwise, over time, the deterioration will worsen, resulting in the neE;d for more extensive, and expensive, remedies in the future. Future maintenance tips will discuss ways to clean and consolidate stone. By Richard Wagner, Urban Pro- gram Manager, NA'ISC. Mr. Wagner is a registered architect. ~Niai~s~treec Main Street News is published by the National Main Street Net- work, amembership program of the National Main Street Center, National Trust for Historic Pres- ervation, 1785 Massachusetts Av- enue, N.W., Washington, D.C. 20036 (202) 673-4219. J. Jackson Walter, President, Na- tional Trust for Historic Preserva- tion Sally Oldham, Vice President of Programs and Services Scott Gerloff, Director, National Main Street Center Linda Glisson, Editor Suzanne Dane, Associate Editor The National Trust is the only national, private nonprofit orga- nization chaztered byCongress to encourage public participation in the preservation of sites, build- ings and objects significant in American history and culture. Support for the National Trust is provided by membership dues, endowment funds, contributions and matching grants from federal agencies, including the U.S. De- partment ofthe Interior, National Fark Service, under provisions of the National Historic Preserva- tion Act of 1966. The opinions expressed in this publication do not necessarily reflect the views or policies of the Interior Depart- ment. f k New Orban Initiatives Over the past 10 years the Main Street approach has proven to be an effective framework for com- mercial revitalization in small- city downtowns. To date, the NMSC has worked with more than 400 of these communities in 28 states. In 1985, building on its suc- cess with small cities, the NMSC launched an Urban Demonstration Program to adapt the Main Street approach and experience to commercial azeas in larger cities. During the first 18 months of this demon- stration, the seven sites-four downtowns in medium-sized cities and three neighborhood commercial districts in large cities-realized significant change. As of January 1987, $19,161,045 had been invested in physical improvements and 109 new businesses had opened, creating 374 new jobs. The success of the demonstra- tion program has led the NMSC to take on other urban sites. In St. Joseph, Mo., a city of 75,000, a newly formed Main Street program will focus on the cen- tral business district, which has one of the finest collections of turn-of-the-century brick and stone commercial buildings in the country. Working with the NMSC, the local program will concentrate during its first 18 months on small business devel- opment, creation of quality pro- motions and development of a strong public relations campaign. Aubum Avenue in Atlanta is a five-block-long neighborhood commercial district immediate- ly adjacent to the downtown. Known as Sweet Aubum, the azea became the center of free black enterprise after the Civil War. and during the early 1900s developed into one of the most prosperous and influential black communities in the country. Sweet Aubum is probably best known, however, as the home of Martin Luther King, Jr. King was born, raised, worked, wor- shippedand isburied on Aubum Avenue. In the middle of the commercial district stand Ebenezer Baptist Church, where King was copastor, and the Mar- tin Luther King Jr. Center for Nonviolent Social Change, orga- nized in 1968 by his widow, Loretta Scott King. Despite its historic and cul- turalimportance, Sweet Aubum has suffered the same sort of decline as other neighborhood business districts: changing housing and population pat- terns, loss of quality businesses and rising crime rates. In the 1960s, a connector to the Atlan- ta Expressway physically split the district, disrupting vital pe- destrian and vehicular traffic along the avenue. Currently, the NMSC iswork- ingclosely with the city govern- ment and established groups to develop an effective program. "We need the comprehensive coordination of a Main Street program," said City Council President Marvin Arrington. "Main Street will serve as a focal point because it would actually be housed on the avenue." The NMSC is interested in working with two types of urban sites: central business districts in cities with populations of 50,000-150,000; and neighhor- hood commercial districts in -- larger metropolitan areas. For further information, please call Patricia Wilson, Senior Program Associate for Urban Programs, NMSC. (202) 673-4219. Canon City launches Fain Street Program After winning a controversial _ debate over funding during the city council elections last No- vember, supporters of down- ~~ town revitalization in Canon li City, Colo., have launched an independent Main Street proj- ect. Canon City's is the third independent program to be for- mally affiliated with the Na- tional Main Street Center. Located 36 miles west of Pueblo and 8 miles from the Royal Gorge Expansion Bridge the world's largest suspension bridgej, Canon City will concen- trate on developing a more ag- li gressive marketing strategy to attract tourists while providing a better mix of goods and ser- vices for residents. The project will be partially funded by the city. ,.. .,,, . Nationa Main Street Center National Trust for Historic Preservation '-: ~ - - 1785 Massachusetts Avenue, N.W. . . Washington, D.C. 20036 _. ~ ,. 7127393't b SA~ATCG.~ NcRIT~`G= I ?R~SERVA.TICN CCMNISSIGh ~ 1?777 FUITVA.I~= AVF~UE CITY OF SARA70GA SA~ATCI;A CA 95070 CITY OF SARATOGA • HERITAGE PRESERVATION COMMISSION '~ AGENDA DATE: Wednesday, April 6, 1988 - 3:00 p.m. PLACE: Saratoga Community Library Meeting Room 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting I. ROUTINE ORGANIZATION A. Roll Call B. Approval of Minutes of 3/16/88 C. Posting of Agenda D. Oral and Written Communications II. NEW BUSINESS A. Historic Preservation Week, May 8-14, 1988 III. OLD BUSINESS • A. Heritage Resource Inventory - discussion IV. ITEMS INITIATED BY THE COMMISSION V. ADJOURNMENT • ~lB~~J~CC~~ CITY OF SARATOGA • HERITAGE PRESERVATION COMMISSION ' MINUTES DATE: Wednesday, March 16, 1988 3:00 p.m. PLACE: Saratoga Community Library, 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting I. Routine Organization A. Roll Call Present: Commissioners Voester, Heid, Cameron, Landsness Absent: Ansnes, Koepernik, Tyrrell Staff: V. Young B. Approval of minutes of 3/2/88 M/S Voester/Landsness to approve the minutes of 3/2/88 as submitted. Passed unanimously. C. Posting of Agenda Staff noted the agenda was posted at City Hall on Friday, March 11, 1988. D. Oral and Written Communications None II. Old Business A. Heritage Resource Inventory - discussion The Commission discussed the letter to be sent to property owners of inventory properties. V. Young noted the change of wording suggested by the City Attorney. There was consensus that the letter was worded very well and that a separate letter would be sent to owners of properties that were already designated resources. M/S Cameron/Landsness to approve the letter as drafted and notify the City Council of the Commission's plans for adopting the Inventory. Passed unanimously. Staff will prepare a draft letter to owners of designated resources for the Commission to review at the next meeting. The Commission then went through the remaining forms which • needed additional physical and historical information. Chairman Heid will work on several of the forms. Minutes - 3/16/88 • III. New Business A. Update on Warner Hutton House V. Young referenced the two memos in the packet regarding this item. She noted that P.G.& E, will begin moving the power pole at the City Hall site within the next few weeks and the house will be moved by the end of the year. Interim uses for the house were being explored. IV. Items Initiated ~ the Commission None V. Adjournment The meeting was adjourned at 4:30 p.m. The next regular meeting will be held on Wednesday, April 6, 1988 at 3:00 p.m. Respectfully submitted, Valerie Young Secretary to Commission ~Q~j`~~ ~ ~J~~1~~1~~~ S s ~ _~._~ ,~. v~ _ - PRESERVATION _ _ ~ _... -° WEEK -- _. _ • _ ..:. ...... __ _._ .~ .:_ - _ ....._ .~ - MAYB-14,1988 NATIONAL TRUST FOR HISTORIC PRESERVATION • 1988 Celebrates `Historic Preservation: The People's Choice' By J. Jackson Walter, President, National Trust for Historic Preservation ~ ~~: y:. Preservation Week ` ` ~ ' - - ~ - [n 1987, the bicentennial of the United States Constitution provided the opportuni- ty for a serious and reflective celebration of America's enduring system of democratic government under the theme "Landmarks of Democracy." In 1988, the Preservation Week theme, "Historic Preservation: The People's Choice," promises to thrust all of us back into the hard knocks and noise of presidential and local politics. We need to work to assure that whenever candidates de- bate, hopefuls orate, and polls reverberate, preservation is featured as a key issue. His- toric preservation has joined the mainstream of American life, and from May 8-14 we are going to put a nonpartisan soapbox down every Main Street sidewalk and in every town square and shout about it to the rooftops. The empirical truth is that Americans are spiffing up their urban and rural heritage. After years of neglect, Americans are lavish- ing love and sweat on old downtowns. As Time magazine put it in a cover story last fall: "How did Americans manage to forget for so many years that downtowns are in- vigorating and old cities grand? That the dignity and Cemutlichkeit of 18th century buildings and 19th century streets are in- comparable? That the physical past is worth preserving? Did a majority of Americans in 1970 actually prefer Century City to San Francisco? Were people fetched by the shiny new discord of Houston suburbs more than by shabby, genteel New Orleans, by the glass and steel of downtown Minneapolis more than by the brick and stone of down- town St. Paul? "lf so, then the nation has had a great change of heart. The change has been so complete that it is difficult today to remem- ber how recently people were blithely rip- ping out and throwing away the warp and woof of America's cities... . "So the tide has turned." Last year we celebrated an enduring form ;' ~ o3EGEIVED THE WHITE HOUSE ~ WASHINGTON ~~ 1~1WI~ ~, •~. 18~A National Historic • Preservation Week ~¢PLANNING DEPT. May e _ 14 1998 I~: f . ~ Warmest greettnge and congratulations to everyone ~ ~; joining the National Trust for Historic Preservation !n observing National Historic Preservatfon Week, ,~ . ~~ a >•`% •~ `• We can all echo the theme of this year's event that preservation is truly "the people's choice." The American people continue to make that abundantly clear ~ es they seek to preserve the many buildings and sites i •~ that are the physical record and reminder of so much of ;';§ our peat. As citlzena offer their labor and savings to C E restore old neighborhoods, ae communities reconvene ' ~ around historic Main Streets, and ae business leaders • { invest with confidence in the peat -- ae older buildings ,~ are revived to provide Americana with places in which i to live, work, and play, and to remember with pride and gratitude the contributions of those who have gone j before ua -- historic preservation continues to play a strong role in our ethos and our ecorWmic life. ,j A nstion that respects its peat builds a solid future. When we save the best of what we have accomplished, we inspire future generations to create their own landmarks. All Americana should seek to make National ~ Historic Preservation Week end every week a celebretfon ~~ of our national heritage. E ~ ~Crv...Jlj~ ~~, ~t ~ of government. This year, National Historic Preservation Week will be part of the most important event of that government in ac- tion, the quadrennial presidential election and the selection of the 101st Congress. Pres- ervationists from coast to coast will organize events to call attention to the con- tributions old buildings and sites make to the quality of life in all of America's com- munities. We want to broaden that base of support now enjoyed by our old buildings. And we will increase that support not only by focusing on the election but also on its aftermath. Historic preservation should have a seat at the table when the staffing de- cisions for new governments are made. Pres- ervation advocates should be significant re- sources to election winners when they begin making aj3pointments, from the Cabinet down to the zoning board. As you plan your celebration of Preserva- tion Week, please use this kit to help gener- ate interest in historic preservation, and. es- +3~^~;, ` ~;~. f iti: ,; L ~;'t k; °t ,,, y,t"J ~:1 i. ~,~ ` ~" 1 , x ' ~~ ~ i I 4 i ; . ,,:a pecially in your own community's "choice" landmarks. In this kit you will find a form called the Preservation Week Activity Report. We want to hear from you about your activi- ries-and your sticcesses~uring National Historic Preservation Week 1988. We will use the information to document the high- lij;hts.of this year's efforts in our publica- tions and media.program. 1988 marks the year when historic preser- vation became the people's choice. Our old buildings-whether of local, statewide or ~ national significance-play a central role in our understanding of America's history. ~ Only by recognizing this can Americans face the present and approach the future with confidence. Our past, and the physical re- minders of it, impart a firm foundation for, healthy communities. Let's make sure Na- tional Historic Preservation Week 1988 spreads the word far and wide that historic preservation is the people's choice.,, __ _ ___ • .. ~ r ' •. ; ~. ~k " 4 . . _, •~ , ,, This sample proclamation can be filled in and submitted as is or revamped . and sent to mayors, school superinten- dents, county supervisors and gover- nors. Be sure to retype it on your local .: ' `preservation organization's stationery. '_ Find more ideas on page 6. ;3 ~- ... YOUR 1988 PRESERVATION WEEK KIT Your kit contains a wide variety of items designed to help celebrate Preserva- tion Week 1988. You will find: • A message from President Reagan supporting Preservation Week 1988. • An order form for your 1988 campaign chest materials. ~ Two articles for use in your hometown newspaper or preservation newslet- ter. The articles, by Michael Leccese and Jonathan Walters of Preservation News, focus on aspects of this year's theme, "The People's Choice." You can edit these articles to fit your needs and place them under your by-line in your local newspapers or magazines. You can expand them to include local angles. • A list of suggested activities to celebrate Preservation Week and your commu- nity's historic places, compiled by Amy Dorbin of the Maryland Historical Trust. • A sample news release and a planning and media guide to help you gain maximum support and publicity for your activities. • A sample proclamation you can use to bolster President Reagan's official rec- ognition for Preservation Week 1988 in your state, city or town. ~ A 30-second public service announcement for use by your local radio and TV stations. • A Preservation Week activity report form. PROCLAMATION WHEREAS : Preservation enjoys bipartisan support among Ameri- cans; WHEREAS : The greatness of America is founded upon appreciation of our heritage and upon knowledge of the historic events and places that have shaped our national identi- ty WHEREAS : Historic landmarks contribute to the economic, social and cultural well-being of our cities, towns and rural areas; WHEREAS : National Historic Preservation Week 1988 provides a splendid opportunity for Americans of all ages to get involved with the political process to help preserve our heritage for future generations. WHEREAS : "The People's Choice" is the theme for Preservation Week 1988, cosponsored by the National Trust for Historic Preservation and the local preservation and neighborhood organizations in this [state, city]. Now, therefore, [, [governor of the state of, mayor of the city of] , do hereby proclaim May 8-14, 1988, as National Historic.Preservation.Week and call upon the people of to recognize and participate in this special observance. titAl' K-14, I48x I'RI?SI:I:VATI(~N V('P.E.K .. _ , .+~y . 3 - _ ~ -; ~~ ~. `'>This op-ed piece should be re-typed '', ~~~~ .~ _ ' .; double-spaced, on your organization's ,' <letterhead and submitted to local { - :.newspaper editors and news assign- ment editors for radio and TV stations. ,: . _ _ Feel free to edit or add material to suit ; your ,needs and place them under your ; 'own by-line. See page 6 for more ~~ '.ideas. i _ ~ ~ ;; :1 -. ~, .. - .! ... • _ .. ~ ~ ~ ~ v . , • . .. i f .. _ , :, F 3 '4 Preservation U~ins at Polls, on . Campaign Trail Op-ed piece By Michael Leccese In 1986 Linda Nadolski of Phoenix was a neighborhood activist fighting athree-mile freeway extension through her neighbor- hood. The homemaker and mother of five argued effectively for her cause, securing a compromise that cut the length of a pro- posed roadway in half. But as Phoenix planned even more freeways, she sensed the limitations of fighting City Halt. So she decided to join Ciry Hall by run- ning for a council seat. Backed by a cam- paign chest of $18,000, she parlayed a sim- ple strategy into aeon-off victory by a 3- to-1 margin: "t talked about what I believed in and said, `[f my values match yours, vote for me."' Nadolski's transition from advocate to politician symbolizes a new era For preserva- tion activism. Where preservationists once picketed city hall and blocked bulldozers to achieve such ends, they are now more"likely to hold one of 500,000 elected offices in the U.S. or to serve as members of zoning and planning boards. !'raise fur such action comes from Robert H. McNulty, president of Partners for Liva- ble Places: "Preservationists have taken bold action to change their cities. Many have gone on to hold political office. Preservation seems to be the bedrock of civic training." Politicians and the public alike have real- ized that preservation contributes to more than civic pride. It also helps build the tax base, provides new housing for all income levels, and removes blight without resorting to wholesale clearing of landmarks and other community symbols. Increasingly preservation issues are put up to public vote. Results confirm the move- ment's popularity. In recent years Rhode Is- land's electorate' approved $14.5 in public funding that included a $2 million bond is- sue for bricks-and-mortar preservation and $S.5 million for restoration of the landmark State House. Passage of the Ocean State bond issue took both guts and smarts. After suffering an initial defeat at the polls, preservationists bounced back the next year, setting up a network of volunteers in the state's 39 cities and towns and working closely with a rep- resentative of U.S. Sen. Clairborne Pell's of- fice. Result: A 1984 defeat turned to a 1985 victory. In 1987 Rhode island voters gave an even more enthusiastic nod to a $65.2 million bond issue to save open space. It passed with nearly 80 percent of the vote. In addition, Maine recently approved a $35 million bond issue to save lands in the way of urban sprawl; Pennsylvania passed a referendum to provide $ I UU million to help small farmers preserve their landscapes; and New Yorkers approved a $250 million bond issue to provide matching grants to properties listed in the State and National Registers of Historic Places. The New York victory resulted in part because preserva- tionists were smart enough to sell their issue as part of a popular $1.45 billion bond issue aimed ar cleaning up toxic waste sites. Preservationists have clearly learned to employ the political system. Other examples: • From California to Ohio, state legisla- tors have convened Heritage Task Forces ro set up agendas for preservation legislation. • When the city of Cincinnati issued its Year 2000 planning report for downtown, five historic districts were mentioned as as-' sets to be cultivated, not impediments to _ progress. • City planners in Roanoke, Va., used so- phisticated public polling techniques to gain support for "Roanoke Vision," a revitaliza- tion plan based on preservation precepts. Moreover, preservationists have become more savvy in their cultivation of elected of- ficials. Apolitician who does not see the val- ue of saving historic resources is no longer the subject of anger, but the target of an ed- ucation campaign. The Historic Preservation Fund of North Carolina would not hold an annual meeting, or most any sort of public meeting, without inviting a member of the state's congressional delegation. Such tactics have paid off, says the Fund's J. Myrick Howard: "We now have an incredibly pees- ervation-minded delegation." Advises U.S. Sen. John Chafee (R-R.[.), a strong supporter of federal tax credits for historic rehabilitation: "Do more than cele- brate your successes. Take your senators and congressmen to visit the rehabilitated properties in their communities. Make them . conscious of what these tax credits have meant in terms of jobs, housing, scenic beauty and the quality of life." When not out influencing politicians, preservationists are taking care to educate their constituency. Such grass-roots efforts pay off, discovered Stephanie Ferrell, direc- tor of the Historic Tampa/Hillsborough Preservation Board. She gasped when part of the real-estate community in Tampa, Fla., went door-to-door to campaign against a new preservation ordinance. "They hung these signs ondoorknobs= Warning! Your property rights are about to be violated,'" she says. But Ferrell and other city preservationists had already gone door-to-door to explain the benefits of preservation. Strong support ~ convinced Ciry Council to adopt the ordi- nance by a 6-0 vote. (Your community example here] ~~, Linda Nadolski of Phoenix concludes that preservation battles are worth fighting through the political system even when you lose: "You cannot experience communiry~if you don't roll up your sleeves and work foi:'•. a goal. Even if you don't win, you fuel the fires of activism." Leccese is /urn~er editor o/Prese:rvation News. I'ltt:5l:JtYii?tC,1N '.3.C;:.b; ~;!aY ~;- 14, 198lS _ ---- PA(.:E 3 • Preservation Week Activities :Whatever You Do, Invite a Politician By Atrry 8. Dotbin, Marylattd Historital Tnrst Since the 1988 theme is "The People's Choice," it is appropriate ro cultivate new ftirnds for preservation among our elected officials. Here's a sore of ideas: Hfstorfc Sites Tours for Elected O~ciala Sponsor a bus tour for your elected offirials of the significant architectural gems in your city, county or election districts. Include re- stored historic properties, as well as ne• glected or abandoned properties to empha- siu the need for funding and incentives for [heu historic sites. Be sure to give partid- pants abrief synopsis of rack property, in- cluding any information on the property's needs and associated costs. A variation: Conduct the tour by boat or plane to illus- trate development pressure from industry or high-density housing. Break/ast truth the Candidates Host a preservation breakfast at your favor- i[e neglected hisrotic site, inviting city, county and uate officials, as well as your U.S. congressmrn. Take them on tours as they munch on a muffin and drink their cof- fee. An approptiate follow-up would be ro host an evening reception to thank then of- Runnarup in architactunl photography eompetiNOn held as a Preservation Wesk activity in Meridian, Miss. Imago of the 1885 Elson-Dudslay Hauss was taken by Laura Ward. ficials after the preservation project has been funded and completed. Political Ca4u in Historic Sites Marktt your historic site ro elected officials and candidates to use for their special events and fundraising parties. Candidates like ele- gant and unusual xttings to host their events. Your historic si[e will gain support az they come to know it. Candidate's Nighi for Historic Preservation Cosponsor with the League of Women Vot- ers alocal candidate's night where all the candidates running for the same office come to a public place and present their proposals for preservation along with their platforms. Encourage candidates m include a preserva- tion starement on their pla[farm. Ask local ~ - newspapers to publish the results. National Register Presentations Invite local public officials to award certifi- cates to properties newly listed in the Na- tional Register of Hisroric Places. A special ceremony or block party in a neighborhood could be held when a National Register dis- trict is newly listed. Dinner at Historic Sites Sponsor a dinner in a historic building. A restoration-in-progess would be ideal. Service Auction Auction off the donated xrvices of local conmattors, artisans and architects to raise money to preserve a threuened landmark. A variation would be to auction off i[enu sal- vaged from demolished historic structures. An Unusual Check-Passing The traditional gimmick to publicize a gov- emment grantor loan has been to prepare an oversized check for an official to pass to a recipient. If the grant is For re-wiring a his- toric building, substitute a giant light-socket. If ii s for plumbing, an oversized wrench. Neighborhood Clean-Up Campaigns Flatted officials love to see improvements in their districts, including parks, courthouse greens and city streets. Encourage citzzens to donate Sl and one hour of their time to a PAGE 4 MAY 8-14, 1988 PRESERVATION WEEK FM-plan winner hom same competition bkan Dy w4 Oam B. Cartec Photo depict Memahope, • mansion listed in Ma National Register of Historic Plecx clean-up effort. Ask your local govemment to match the money donated by citizens. Archeologiml Digs Invite elected officials to visit an aicheologi- cal dig. Once at the site, let them take part in the excavarion and handle the aruf~ -ts. Be sure that the media is [here. A variation: Bring artifacts or significant remains of a building detail when testifying on a preser- vation issue. Be sure to pass [he artifact around fur all to see and touch. "Show and tell" is an incredibly effective tool. Trade Show and Workshop Sponsor a prexrvation trade show, im~iting local artisans, contractors and vendors [o exhibit and demonstrate their products and xrvices. Condutt workshops at a historic property to illustrate how to restore or re- hab. Advocacy Workshop Invite citizens to Irom about lobbying. Talk about letter-writing campaigns, special events, and prcpamcion of legislative [esti- mony. Lecture Series Present elected officials who are knowledge- ableabout local hismry. Gtt them ro dress N cosmmrs or period clothes. Hold the u- tirs in alocal landmark, or build attendance by presenting the lectures jus[ before city or county council meetings. Presert•ation in the CGrssroom Gtt ciria rcachers to invite local poliridans and preservationists to discuss how prexr- vation laws pro[ect resources. Courthotcse Exhibit Ask preservation lawyers and review com- missions to prepare an exhibit on preserva- tion battles fought through the courts. & sure to document big victories. Recognise Political Support Honor supportive offirials at special events held at projects [hey have endorsed. Be sure to im~ite the media. As a special thank-you, prexnt the polirician with a plaque, com- memorative certificate, or kry to the historic district. PRESERVATION WEEK AfAY B-14, 1988 • Farrorite Buildings Contest Invite local officals to pick their favorite buildings in yourmmmunirv. Publish pho- tos of their ulemom in your newsletter or in local newspapers with their own explana- tions about why thou buildings are impor- wnt. Adaptive Use Contest Sponsor a contest for iitizrns of your airy to submit plans for the best adaptive uu of an abandoned or thrntrnrd building in your community. If the building is saved, the win- net should take part in aribbon-cutting cer- emony with public otfi ials. Presert~ation Awads Sponsor an annual awards program [o honor local projem and volunteers. Invite politicians to offidate. Present the awards at one of the projects ro be honored. Radio Talk Show Coordinam a call-in show- where local pres- ervationists and govemment officials field questions. PAf.E 5 Another PraswraNon Weak'81 spacid: Banner DeY in Birmingham, Ale., where kids draasad ea Moir fawri4local landmarlts. The lourth-grade Nau of Fehar NoIDe Elementary School of Banimon partoaY in a Fa111 Point scavenger hunt Lad by Cuolyn M. Donkervoat of the Society for the Pnsarvation of Federal Hill and Fsll's Point. the kids'sewengad' architee- turd dstaib Irom 200 yawn past. Communicating Your Preservation ~Xleek Program By,Ruth Lyn Thompson Here are some tips to help you put into ac- tion your communications program for Na- tional Historic Preservation Week 1988. Encouraging Politicians to Take Preservation Stands Preservation groups that are also 501(c)(3) nonprofit organizations must be wary when approaching candidates and elections. Ac- cording to IRS regulations, they must not endorse or even appear to endorse any can- didate. Even printing pro-preservation re- marks by one candidate may be construed as an endorsement. For more information contaa your local chapter of the League of Women Voters or write for "Permissible Ac- tivities of 501(c)(3) Organizations During a Political Campaign" from Independent Sec- tor, 1828 L Street N.W., Washington, D.C. 20036. That does not mean you must avoid all contact with candidates. You can invite them to hold special events at local historic properties. You can send them an informa- tion package about preservation and en- courage them to address the issue in their speeches and debates. You can invite candi- dates to address your local organization. If your state has a primary coming up, you have a good chance of landing a Presidential candidate. Special FeattrreslF.ditorials How do you get radio, TV and newspapers to cover Preservation Week? Timing is crucial. Several weeks before Preservation Week, approach your strongest media contact first-a reporter who has reli- ably reported your stories in the past and with whom you have established credibility as a news source. The reporter may cover neighborhoods, urban affairs or business. Then have your media representative call [o discuss a story angle on preservation. Use Preservation Week 1988 as the "hook" to get the reporter's or producer's interest. Be prepared! Names and phony numbers of preservation leaders, the state historic •prescrvation officer, local National Trust grant and loan recipients; examples of suc- cessful preservation projects and their im- pact on the city or community; knowledge of the local ordinances and legislation on preservation; names and phone numbers of interview subjects; your plans for Preserva- tion Week; n;ones and addresses of local historic places-all of these should be at your fingertips. Thoroughly describe the effect historic prescrvation is having in your community. Suggest that an article, feature or editorial (or series of thcnt) run the week of May 8- 14. ('llte two articles in this Preservation Week kit were written to be used in your series.) Follow up promptly with the reporter or producer with the information to fill the gaps in the story. Meet the deadline. Ask the reporter when the story will appear. Be sure to thank the reporter for the coverage. When the story or editorial appears, clip it and send a copy with a note to your elect- ed officials. If on television or radio, ask for a transcript. Or make arrangements to get a video or audio tape of the segment. Radio and television are the primary source of news for more than three-quarters of the American people. Each station de- partment has its own editorial staff, so if you have news of interest to more than one of them, send each a copy. Public service an- nouncements go to the public service direc- tor. News stories go to the assignment edi- tor. Editorial suggestions go to the editorial director. Suggestions for guests on interview and talk shows go to each show's producer. Some stations do calendar listings of public events. These are either handled by an editor in the newsroom or by the public service di- rector. News Releases Your news release about local Preservation Week activities should follow the standard format. Some tips: • Follow the format of the sample news re- lease printed on page 7 in this kit. • Make sure the name of your organization, the date, the telephone number and the name of the person to contact are at the top of the release. • If appropriate, place a release date at the top of the release. Otherwise, place the words "For Immediate Release" there. • Make your headline catchy. • Write your Selease like a news story, with the "who, what, where, when, why and how" information at the beginning of the article. • Make sure your release reaches the right editor. If you do not know wha should re- ceive your release, call and ask which edi- tor or reporter covers preservation issues. • News releases should be typed and double spaced, never handwritten. Place the word "MORE" at the bottom of the first page if you are providing more than one. At the end of your release center "-30-" or "###." This lets the editor know that your message is complete. Send a photograph with your release. Most newspapers prefer 8- by lU-inch glossy black and white prints. Write a short caption that explains and clarifies what is in the picture. • Write captions in the present tense. • Identify people starting at the left. • Put your organization's name, phone number and contact person on the cap- tion sheet. • Type captions on white paper and attach them with rubber cement ro the back of the photograph. • Don't write on the backs of photos, espe- cially with a ball point pen: it may dam- age the image. • Include a credit line for the photographer. Op-Ed Pieces The term "op-ed" usually refers to the page opposite the editorial page where articles of syndicated columnists appear. Many news- papers will accept for publication articles ("guest opinions") by writers representing themselves or organizations on issues of cur- rent or future importance. Use the op-ed piece on "Preserving America's Election Landmarks" contained in this packet on page 8. Or develop your own of about 750 words. Just be sure to write clearly and con- cisely~and do your homework about the newspaper where you want your opinion to be printed. Then submit a single copy, typed and double spaced, to the editorial page edi- tor. [ Q .ii. .Ji;..,~ Jv. 111111 k `7 ~... .~ ~~ ~ "1 .a Most of the local.preservaaon. orgamza- ~ ,[ions celebrating Preservanon Week are ~ ~ ~~,~ I members of t'reservadon Forum, the Na dorsal Trust's membership designed foi..,:= ~;._ professionals and, yrganizarions.. The more , `~ `' Ghan 3,000 Forum members receive bene=; r~ frs including tcchmwl`.assistanc~c, group::; i insurance, and d~scounis on National Trust ? ;:. publications. Members also receive the . ~.; ; ~r°i t; `quarterly Preservation Forum journal, t}ie ~ ''1 F', bimonthly Forum riewsleiter, Historic.'_ ~_+`~'~: `,.Preservation magazine and Preservation ~` News. Annual dues:~$75;.to join, wntact. , .r ~'~ . C Preservation Forum, 1785 Massachusetts _. ;, ~: Ave. N.W., Washington, D C 20036, ~ ;; a (202) 673296 - 5 I :l V l: O MAY 8-14, 1988 I'RESEItVAT10N WEEK . This press.release should be filled in and retyped on the stationery of your local preservation organization. Send it ;-.;4 to local newspaper editors, assign- _';Ss ment editors for radio and TV news, and public service announcement di- rectors for the local media. For more• . - ideas see page 6. is .., - -_y - .. ~> Contact: [Name of event coordinator and telephone number) For immediate release IN 1988 ELECTION YEAR, HISTORIC PRESERVATION IS `THE PEOPLE'S CHOICE' [Your city or] Washington, D.C. [insert date] ...No matter who wins the Presidential election, historic preservation will surely emerge as "the people's choice." "Preservation: The People's Choice" is the theme for the 16th annual National Historic Preservation Week, May 8=14, cosponsored by [name of your group] and the National Trust for Historic Preservation. Mayor [name] will participate in the observance on [insert date] by [describe how]. In. a special message from the White House, President Ronald Rea- gan urged all Americans to "echo the theme that preservation is truly 'the people's choice: The American people make that abun- dantly clear as they seek to preserve the many buildings and sites that are the physical record and reminder of so much of our past" Thousands of preservation groups across the nation will campaign for a basic platform: That preservation builds community spirit while providing cultural and economic benefits. It protects neigh- borhoods, creates jobs, revitalizes Main Streets, provides new hous- ing, and fosters appreciation of history. Increasingly preservation advocates have jumped into the thick of politics. They have orga- nized neighborhoods, served on one of 1,200 historic district com- missions or even run for office. In addition, preservationists will take their message to candidates for the nation's half-million elected offices. They will invite candi- dates to address their organizations, sponsor debates at historic sites, and press for stands on preservation issues. Their efforts will make preservation an important issue in the 1988 elections and the poet-election period when official appointments are made. Here in [name of your elty or town] Preservation Week 1988 will be ob- served by [lest local events with dates and locations]. "Preservation is a success in terms of economics, politics and aea- thetica. It's not identified with liberals or conservatives. We expect aqy candidate who seeks Lo improve their community to disease the role of preservation," said [name of preservation officer or chairperson ]. [Insert several descriptive sentences about your organization.] The National Trust for Historic Preservation, the sponsor of Preser- vation Week, is the only private, nonprofit membership organtza- tion chartered by Congress and dedicated to the preservation and continued use of America's architectural, cultural and maritime heritage. The National Trust has regional offices in Phlladelphia, Boston, Charleston, S.C., Chicago, Denver and San Francisco, and a field office in Fort Worth, Tex., which provide financial, legal, and technical advisory services to National Trust members. -30- • '~•~ Historic Preservation is more popular than ever. It is tru]y;`Lhe people's choice." During this presidential election year, we should work through the political process to ensure that our heritage survives for future generations to enjoy. Join [preservation organizatton] in declaring "Preservation is the People's Choice" during National Historic Preservation Week, Macy eighth through fourteenth. i'l4t.Si••i~.:';tTlO'e ':y'l~Et; A1AY 8-14, 1986 PAGE 7 '88 is the Year to Celebrate Election Landmarks By Jonathan Walters They represent winners and losers, moments of brilliance, turning points in the course of nations. String them together and they write a historic document stretching from Thomas Jefferson to John F. Kennedy. They are what America is all about: The People's Choice, landmarks that represent great mo- ments and individuals in this country's elec- tion history. Among the best known is Monticello, the Charlottesville, Va., estate of Thomas Jeffer- son, and the platform from which the sec- ond president of the United States proved to an apprehensive nation-and to a skeptical world-that the young country could indeed guide the orderly transition of power from one party to another. Obscure but of vital significance is Cooper Union in New York City, where in February 1860 Abraham Lincoln delivered the speech that transformed him from a dark-horse candidate to the choice of a na- tion, a speech during which he offered his eloquent interpretation of the Founding Fa- thers' philosophy as fundamentally anti- slavery. Still rolling is the Ferdinand Magellan, the 1928 railroad car from which presidents Franklin Delano Roosevelt and Harry S. Truman ran successful re-election cam- paigns and which was rolled out for presi- dential campaigning as recently as 1984. And a latter day Monticello exists in Hyde Park, N.Y., site of Roosevelt's home, where the nation's 32nd president followed elec- tion night returns during an unprecedented four victories in a row. A structure better known for sports than politics, the Los Angeles Coliseum, was put on the election landmarks map by John Fitzgerald Kennedy, who announced to the thousands gathered there in June 1960 that he would accept the nomination of the Democratic Parry as a candidate for presi- dent of the United States. Election landmarks are not only about winning, however. [n Lincoln, Neb., you can visit the home of William Jennings Bryan, the sparkling Chautauqua orator who ran three unsuccessful Democraticcam- paigns for president, but who nonetheless left a deep political imprint on the country. And such landmarks arc not only about national icons, they are about bygone days. The 1891 Queen Anne-style house in Mar- ion, Ohio, from which Warren G. Harding ran his celebrated and successful "front- porch" presidential campaign in 1920 is now a museum, operated by the Ohio State Historical Society. In Portland, Me., Neal Dow's home still stands, an obscure monument to an idea that threw the country into a decade and a half of turmoil. [n 1880, Dow, a staunch supporter of temperance, was the Prohibi- tion Party's presidential candidate and helped lay the groundwork for the 1919 Volstead Act-and prohibition. In Morristown, N.J., you can visit the modest clapboard home of Thomas Nast, the political cartoonist who gave us the por- trayal of Democrats as donkeys and Repub- licans as elephants, while his biting Harper's Weekly cartoons helped bring down New York City's corrupt Boss Tweed. Landmarks from as large as the Los An- geles Coliseum to as modest as a frame home in a small town, representing the re- vered and the obscure; landmarks that served to launch some campaigns and sink others. You may have to look no farther than next door or downtown to discover such landmarks in your own community: A con- gressman's home, the hall where the first elections in your town were held, your city's first newspaper office. (Your local example here] This Preservation Week, take some time to seek them out. After all, they symbolize the most closely held of the democratic ideals, free choice, reminding us that when we make a choice as a nation, it is indeed the people's choice. Walters is a contributing editor to Historic Preservation magazine. This feature should be re-typed, double- spaced, on the letterhead of your local preser- vation organization. Edit and add local exam- ples and use the by-line of a prominent local preservationist. Send espies to editors of local papers and news departments of TV and radio stations. More ideas on page 6. r. ., ~ ~ , C NanonalTrust.•i ~ ` t ~ ~ ~: 'for Htstone Preservation 5 ~;9 r ;; r ' Office,of Public Affairs' ~ 1785:Massachusetts:Avenue, IV:W. S4 Washington,;'D:C.20036 (202):673=4141 ; " ~` '';;Ruth I~.yn Thompson,,Director .,-' ";` ~ :Michael I:ei:cese, Preservation Week "' Coordinator " Carl L Nelson, Co~ri»iruitc~trurts Ser- , ~ ~ utces' MAnager.and Editor x Stephen, Kraft, Designer :': - a The National Trust for.Hrstortc.~'reser •;'1 vanor-,i~the,onlynationalprivate,~~non- pto6Corgamzarion chartered by+CCon- ~ ,-.egress with the:responsibility for':; tncouragrng public particrpauon in Fhe ";;~ f;,; preserYanon of sites,' 6u}ldmgs acid ob ' lects~significant n.American.hisoi-y at-d , , culture: SuppiitC far' the. Manorial ,Trust `.' '" ~s provided by membership,dues;'en "dowment fundscantributions""and ~ ~' matching granis.from,theU S'.Depart " merit af,the Intetor,_NationalJPark Ser ', vice, under proyis~ons of.tlie"National' .~` H~stocic Preservation Acf of 1966: The ; ';opinions expressed m~,this,publicanon <- are not tiecessarily those of flit U.S; "De- ~`. partment of the Interior. ' • `~, 'ti _~ _-- ~......~...:.r.._.:~.::.v.~:~~:u I~Iational Trust Regional O f fices Mrd-Atla~rtic Regional Office Cliveden 6401 Germantown Avenue Philadelphia, Pa. 19144 (215) 438-2886 Linda Ellsworth, Director Delaware, District of Columbia, Maryland, New Jersey, Pennsylvania, Puerto Rico, Virgin Islands, Virginia, West Virginia Midwest Re ~ional Uffice 53 West Jac~son Street Suite 1135 Chicago, [ll. 60604 (312) 939-5547 Tim Turner, Director Illinois, Indiana, Iowa, Michigan, Minnesota, Missouri, Ohio, Wisconsin Northeast RegTOnal Office Old Ciry Hall 45 School Street Boston, Mass. 02108 (617) 523-0885 Vicki Sandstead, Director Connecticut, Maine, Massachusetts, New Hampshire, New York, Rhode Island, • Vermont .Southern Rc,~ional O ffice 456 King Street Charleston, S.C. 29403 (803) 722-8552 John W. Meffert, Director Alabama, Arkansas, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee Mountains/Plains Regional Office 511 16th Street, Suite 700 Denver, Colo. 80202 (303) 623-1504 Clark Strickland, Director Colorado, Kansas, Montana, Nebraska, North Dakota, Oklahoma, South Dakota, Wyoming , Texas/New Mexico Field Office 500 Main Street, Suite 606 Fort Worth, Tex. 76102 (817) 332-4398 Libby Barker Willis, Coordinator New Mexico, Texas Western Regional Office One Sutter Street, Suite 707 San Francisco, Calif. 94104 (415) 956-0610 Kathryn Burns, Director Alaska, Arizona, California, Gnam, Hawaii, Idaho, Micronesia, Nevada, Oregon, Utah, Washington ~< PRESERVATION WEEK ACTIVITY REPORT Help us tell the story of Preservation Week 1988. We will report on your Preservation Week activities in National Trust publications and at the 42nd National Preservation Conference in Cincinnati next October. Please fill aut this form (use extra pages if needed), and send it along with any prrniotional materials you used, to: Office of Public Affairs National. Trust for Historic Preservation 1785 Massachusetts Avenue, N.W.. Washington, D.C. 20036 1. What did your organization do for Preservation Week 1988? Organization: City: State: Zip: Contact Person: Telephone (home): (office): area code area code 2. Briefly describe events and activities your organization sponsored to celebrate Preservation Week 1988. 3. Were your local or state government officials or congressional representatives involved in a Preservation Week event? Describe haw. 4. Please outline the type of publicity you generated for Preservation Week 1988 and send us copies of clippings and transcripts. 5. Please send us any pronetional material your group produced for Preservation Week, including press releases, newsletters, posters, invitations, calendars, buttons and T-shirts. n C~ ~~~ • .~ Main Street News ~~ ,, tAF +< s r ~ fir ',;; r~~., r r is t }~ ''f^,., '~.~ w+fi ~ xt5}~«k i;, w~ ~, - ~ ; . ~..~ ' .. • u ~~~~~ ~ ~6~~d9i~~~~ ~~ ~~~~~~~ i~~r~~t Frank B. Gilbert' This article is a follow-up to "Setting Up a Historic District Commission, " which appeared in the October 1987 issue of Main Street News. That article discussed how a city can pass historic preservation legisla- tion, create a historic district commission and designate a local historic district. In most American cities inter- ested volunteers are becoming involved in downtown develop- ment decisions. Among the heaviest responsibilities are those of the thousands who serve on the country's 1,200 municipal historic district com- missions that decide how to protect historic buildings. There are laws that provide for the regulation of changes in historic districts, but the com- missions must administer these laws in a reasonable way. Be- cause there are many other pro- grams and priorities in their cities, commissioners must edu- cate property owners and gov- ernment officials about the soundness of historic preserva- tion. Members of historic district commissions try to change the way designated buildings are dumber 33 March 1933 la coaUasl to the uaey wooden Anuses la tAe Maelucket (Mass.) Ntaloric Oialrlct, tbeae sbopa oa Maio Street were ceastracted of bric6 attar the 184611ra. TYe Aiatoric dis>ricl coawisaloa, elected by rje town roles, adwloiatera so area IAat was eapaaded la 1910 to laclude Ue enure lalaod. (IYllliau Frailer) ~'. National Trust for Historic Preservation ~:::~ ,:;:~ treated. To reach this goal, the members must be trained in preservation methods as well as salesmanship and diplomacy. In their training, the following points should be emphasized: ^ Provide timely notice so that property owners can participate in the preservation process ^ Use standards and guidelines so that objective decisions are made, based on architectural and historical reasons ^ Provide a continuing educa- tion program to maintain the public's interest in historic pres- ervation ^ Maintain frequent contact i( i _, ... :. ~.;:; , la 6eorgetewo, Colo., eigYt people serve oo tYe toaiuissloo that renews cMaoges to tYe m:toric dl:trict, - ioti'sCCf YBtt 18tr-ceomry bnildiags. The large buildlog eo me rigYt I: me CosYnae BIecY, coostrocted ie 1814 wYe~ 6eoreetowe was ewlring tree a ^Ining Camp lolo e peraaoeat town. (Mary C. Means) • -. with the mayor- and other city officials to retain their support and prevent surprises ^ Keep good records so that the decisions of the commission w~ITbe un er~d n'ow an~in the future Training for commissioners may occur at various levels. For example, a number of states hold annual statewide meetings of local commissioners that in- clude workshops for discussing current problems. Federal reg- ulations require annual training for commissioners when their city qualifies as a certified local government under the National Historic Preservation Act. The state historic preservation office often works with a local com- mission to see that this require- ment is meta For more than 10 years workshops for local com- missioners, covering the latest developments in the field, have been held at the National Trust's annual conference. At the local level, a variety of training programs are held for commissioners. This may in- volve avisiting speaker describ- ing the activities of another commission, or it may be a day- long program sponsored by the city. One of the first things a com- missioner should learn about is the growth of historic preserva- tion. Its success is related to the contribution it makes to cities and neighborhoods through the design review decisions of his- toricpreservation commissions. Accordingly, commissions have decisions that will be respected. Each decision must be sup- ported by reasons that are spelled out in a letter or report to the property owner. By being aware of owners' current needs, commissions can demonstrate their concern that applicants are treated fairly. In the training session there should also be a period for com- mission members to talk about their work and ask questions about current problems. Often, they feel alone, doing a neces- sary job but one that attracts criticism. It is valuable, for the morale of these members, to learn about the experiences of commissions in other cities. ew Commissioners Each year newly ap- pomte pd eople serve on "F. historic district com- missions, and they have to Team about their jobs quickly. They attend frequent meetings and are involved in many controversial issues. Un- der local preservation laws, commissioners make decisions involving someone else's proper- ty. They vote on whether to recommend that the city coun- cil declare an area and its build- ings historic. They approve or deny proposed exterior altera- tions in historic districts. The hardest problem they face is whether to approve applications to tear down designated build- ings. For many commissioners, it is their first experience as a part of city government and as a judge who makes decisions. These people may have been active in city affairs, and they may have been partisan figures in historic preservation battles. As com- missioners, however, they must listen without prejudice to an owner who follows the provi- sions of the law and presents a case for the demolition or altera- tion of a building. Remaining impartial does not mean that a commission cannot search for ways to save abuild-~ ing threatened with demolition: A commissioner must decide a demolition application, how- public hearing. ecommending Designation In learning about their duties, commissioners often ask questions about which properties need to be protected. Has the commis- sion designated all the historic areas in the city? If no, is there support in undesignated neigh- borhoods for the creation of a ~ historic district? To help answer these ques- tions, the commission should complete a survey of the city's buildings to determine which ones aze worth preserving. His- toric buildings should also be identified to avoid a crisis when a developer announces a project i involving an important old i building that has not been desig= ` i nated. It is important to conduct the survey as a comprehensive plan so no one owner is singled out when his or her property is declared historic. Commissioners need to un- derstand the steps involved in designating a historic district. In 'i a typical situation, the commis- ~ sion works with an interested group to explain to the neighbor- hood orcommercial area what it means to become a historic dis- trict. Citizens' questions aze an- swered in meetings and with information sheets. - It is the job of the historic district commission to deter- mine if there is substantial sup- port for a-designation. The city ...._ ~Lainnal Mein S~m~r Ccnu•r, [~!ariu •:+I Trust for Historic Yrrsrrvation ~~ government expects the com- mission to deal with any major objections raised by owners. Of course, there must be a solid and • vocal majority in favor of the district before it can be desig- nated. When this preliminary work has been completed, the com- mission schedules a public hear- ing on the proposed district and notifies all of its property owners. The commissioners should consider the hearing as a way to educate the public about preservation as well as a means of getting views about the dis- trict from interested persons. After the hearing, the com- mission decides whether it wants to recommend to the city council the designation of a historic district. Such a recom- mendation will be accompanied by a report on the architectural and historical importance of the district. If the commission bases its decisions on facts and the judgments of its trained profes- sional members, then these de- cisionswill beeasier todefend at city hall, in the courts and else- where. ~~ ~ ~ ertificote~ of -~ ~' Appropri~te~ess Following the approval "v' of a historic district by the city council, the commission begins working with that neighborhood and its leaders. A historic district is protected through the commis- sion's review of all changes to the exterior of buildings in the area. When it approves of the proposed change, the commis- sion will issue a certificate of appropriateness allowing the owner -to get a building permit. Commissioners, therefore, should discuss ways to bring about changes that will improve a historic district: ^ Early meetings with owners before plans are drawn up and building materials or signs are bought ^ Wide distribution of architec- ral guidelines so that owners ill know what ~is expected of them ^ Coordination ttiith the build- ing inspector and the planning office so that these departments know about the activities of the commission ^ Consultation with local de- signers to find sensitive design solutions for downtown build- ings Conditions vary from city to city; thus, commissioners should have the opportunity to discuss other ways they can take the initiative in historic dis- tricts.Often commissioners feel that they are just responding to applications submitted by owners. It is important to spend time talking about the decision-mak- ing process. Has the commis- sion received a complete appli- cation with information about the work to be done and the materials to be used? Has the applicant supplied photographs showing how the change will fit into the neighborhood? When the commission is voting to issue a certificate of appropri- ateness, do all of the commis- sioners understand what they are approving? In deciding cases, commis- sioners must consult the guide- lines for the district and should consider past decisions. Many commissions do not make enough use of previous approv- als as a way of making decisions and educating owners about work that would be appropriate in the district. There is a large role for com- missions to play in the area of public relations, and commis- sioners will have ideas about what will be effective in their city. Training sessions provide an opportunity to develop spe- cific ideas on the following top- ics: ~ 1) providing the communi- ty with interesting information related to the history of its buildings and neighborhoods; ~2j supplying news to the media about the public hearings and decisions of the commission; ~3j outlining to city officials the problems the commission is ad- dressing; and ~4j making the case to the city government and to the public that historic preserva- tion is a realistic policy for guiding development. ~~~ After this discussion, ~` '; ~ the training session will ,'' review the problem of unapproved completed work on buildings in the dis- trict. The commission first needs to determine whether the district has been seriously. harmed by the change. The chairman may report on nego- tiations with the owner. The commission may seek someone in the community who can in• fluence the owner to make im- provements in the unapproved work. Training Program Topics . A comprehensive training program for his- toric district commissions should address and discuss the following issues: 1. National overview of historic district commission activities; include discussion about recent developments in the city and the state 2. Legal issues raised concerning historic preservation; the constitutionality of histor- ic preservation; a summary of federal and state preservation laws and programs 3. Surveys and the designation of historic . properties; how to support your recommen- dations; notice to property owners 4. Administration of historic district ordi- nances; public hearings to develop the facts; keeping records and giving reasons , 5. Making decisions on certificates of appro- priateness using design guidelines; which applications reach the commission 6. Working with other city officials; how the commission can play a role in .city hall. decisions 7. Working with property owners and neigh- borhood groups; providing "services, Stan- - dards, controls and incentives," the U.S. Supreme Court's description, of the activi- ties of historic preservation commissions 8. Public education and public relations programs; how to bring local history to the . community; the chairman as spokesman in providing news to the media 9. Demolition threats; obtaining detailed information from the applicant and develop- ; ing additional facts for the commission; searching for an alternative to the proposed demolition; reaching a decision based on the city's law and the evidence `1. J C~ -~- program comes when it receives a request for permission to demolish a building in a historic district. Commissions need to prepare for this situation by developing fair procedures that meet its responsibilities to property owners and to the city. But many commissions do not prepare for the day when they will receive a demolition appli- cation. Commissioners should learn how to identify, in advance, buildings that may no longer be wanted by their owners and buildings that may be threat- ened by future development. To solve this problem, a commis- sion needs to develop an early warning system. Commission members should talk to owners of historic buildings on a regular basis in order to discover situa- tions that may lead to demoli- tion applications at some point in the future. At the same time a member of the commission- perhaps the chairman-needs to follow the development plans being proposed within city gov- ernment sothat the commission can participate in discussions about these proposals before commitments are made. Th. '~ commission should also worl with the downtown revitaliza tion program to prepare altema tives to demolition, such as con ducting feasibility analyses an~ preparing prospectuses to solici development proposals. It is the job of the historic district commission to explore ', the facts about each buildin, ~I and each situation, review the information submitted by the owner and develop alternative plans to save the threatener building. In order to evaluate these submissions and prepare its material, a commission wil _need help from expeits.in field. such as architecture, engineer ing and real estate. It may obtair this assistance from the munici pal government or from expert; in the city or state. ~~ :- ~HALTER~ :I 11 JlAI~Ra[~~~d,1 If, when all these points have been covered there is no hope for an agreeable solution, the com- mission isready todiscuss steps against the owner to enforce the requirements of the local preser- vation law The result of this experience should be regular consultations with the city at- torney on future cases. The at- torney's comments are essential as the commission reviews its - procedures for working with per- sons in a historic district. •'„4 E-~ ; ~'~ The test for acommis- `` }~ sion and its preservation 1= ,' ~ '~ 'I~ .II'-~.. - { ~~ ~~.uu ... ~ ', - - ~%'hri'~ D .. ... ~. '. _ ,,~,m =.~~ .~^ ~.~ s .r,8?rS!k"i'?875'K'4,_ ~ .`,'y~paknn°w"~w-'4F~f 4~„~ ta; .t-. This model, known as "Mr. R.E. Muddle,"'was ~' the idea of Sayre Hutchison, Main Street archr tect for the Kentucky Heritage Council. It is a _". °'; useful visual aid for answering design questions. "'~~'°~ ` . i' • Built last year with the help of an intern, Patrick ;:.~ •- Lucas, it cost about $4,000 in time and materials. The model has already been used in 10 coinmu- ` f=.+ nities to help solve design problems. r"~:--s.:"~_.~.:3:y- +'-r ~r ~ '~, 4 t ..~tii P~' Y4 1 j;~ m the examples here the, building • ;has, been :"modemrzed".;°with .a '."' ;'colonial ,first "floor, a cedar shakes ~. "` `. '~':_~-,';mansazd;.-''Bricked=up windows, :a':'° ~`~ ''~ 'new transom vrith.air conditioner •'`~ and`a metal cornice:Hutchison is ''` now~preparing'signs that would be - ~ ` appropriate for the building =~ ' ` Since 1985, Kentucky has had •a ;joint 'Heritage "Council-National ~ ~" °;'"'I3~ust program to assist local histor- ~ :•`~~ :~'~`;`ic district commissions.- This effort ~. ~= '' _~has `included Statewide .arid local, {` 'training .workshops, of which ":Mr,•• ~'` `Muddle has been a part. (photos by "" William G. Johnson) - Nauonal Maui tiucc[ l:rntcr, Nanunal 'Trust (or Historic Prrscrvacion _ r _ - pia s.+n.4!: Jett .rka.ri-~•p. •..a...+r ~.:nniwt `yid , ~.- ,,.. W esters to Owners <:, - To improve community ~~~"~ relations within a dis- trict, commission mem- • ``~""' bers may decide that each year the chairman should write to all the property owners in the district, reminding them that t they are in a designated area and . that they must submit any plans for exterior alterations. More attention will be paid to this letter if it contains a useful enclosure, such as information about building repairs or paint colors. Although an annual mailing requires considerable staff time and the preparation of an accurate list of names and -~ addresses, a thoughtful letter can have a favorable impact on some of the property owners. Commissioners should dis- cuss what to include in a letter to building owners in a historic district. What are the points that will be helpful in getting cooper- ationfrom owners in that part of the city? Through the letter, the commission may seek new in- formation about property in the strict in order to anticipate d prepare for difficult situa- tions. By educating property owners -and by educating themselves, members of historic district commissions can successfully meet their responsibilities and make a valuable and lasting contribution to the community. Frank Gilbert is a senior Field representative at the National Main Street Center. He works regularly with municipal gov- ernments to conduct workshops for preservation commissions. For more information call Mr. Gilbert at (202) 673-4219. ~'~ ~~~~~ ~~~~~ The following is excerpted from the NMSC guideline The Devel- opment Process, one of eight bulletins in the new series, Eco- nomic Development on Main Street by Donovan D. Rypkema. Developer is a word that gener- ally elicits a strong and often emotional response from com- munity leaders and neighbor- hoodresidents. Sometimes a de- veloper is seen as an out-of- town, fast-buck artist, anxious to destroy everything positive about a community for the sake of a quick profit. Just as often the developer is viewed as the down- town's savior-someone who is taking significant risks with the community as the major benefi- ciary. For the purposes here a devel- oper is defined as someone who sees an opportunity-perhaps identified by others as a problem -and brings together the ele- ments needed to take advantage of that opportunity-or solve the problem. The series of steps beginning with the identifica- tion of an opportunity and end- ing with a completed and oc- cupied project is known as the development process. .- ~, ~ ho is a ~~~ :Developer? '.,,c~• The person or firm who undertakes the development pro- cess might be a local business person or an out-of-town devel- oper. He or she might operate as an individual or through a corpo- rate entity. There are advan- tages and disadvantages to each type of developer. Local business people are sel- dom viewed as developers. If, however, they are the ones who identify an opportunity, bring together the elements of the development process and insti- gate change, developers they are. Most development in small towns as well as large cities is and always has been done by local people. Local developers offer many advantages. They know the community better than most outsiders and are usually interested in more than the project's financial success. There are also some disadvan- tages to using local developers. The capital required fora proj- ect-both borrowed capital and investor capital-is frequently more than a local developer can raise. Many local developers are also reluctant to ask for hand the local govemment to grant) the public assistance and participa- tion that might be readily avail- able to outsiders. Thus, an outside developer may have an advantage over a local person in four crucial areas: capital, experience, vision and the willingness to ask for public assistance. An outsider's success in launching a develop- ment project is nearly always attributable to his or her having an edge in one or more of these factors. Possible disadvantages associated with anout-of-town developer include less commit- ment to the city; the need for more public funds, either di- rectly or indirectly; flow of prof- its, if any, out of town; and a greater likelihood that the proj- ectwill diminish the communi- ty's individuality. To forestall these potentially negative re- sults, the community must take action, either through participa- tion, cooperation or regulation. hat Is a ~~: - t~eneloper '~;1 ~~; Looping for? Y Although a devel- oper's decision is generally based on a set of personal stan- dards, five major factors greatly affect what that decision will be. The first thing a developer looks for is a potentially strong market. "Potential" is a key word here. The market does not necessarily have to be strong already. In fact, the reward may be greater if the market's poten- tial is not yet broadly recog- nized. On the other hand, the risk is also greater. A second factor in this evalua- tion isthe existence of available, affordable real estate suitable to the development envisioned. Af- fordability is directly related to the net income the project is expected to produce. Suitability depends on the nature of the planned project. In some cases only vacant land may be appro- priate. Other projects may de- pend on the availability of a single large building, the ability to assemble a number of con- tiguous smaller buildings or a large available building with smaller satellites. A developer will want to see whether the community has es- tablished aplan for the area ~ under consideration. Such a plan ~~ should include land use; a list of encouraged and discouraged ac= tivities; long-term capital bud- gets for transportation, infra- 'I structure and other public im- provements; and plans for traffic circulation, recreational activi- ties and public facilities. i Most development projects depend on the availability and attractiveness of the financing. i The existence of public financ- ing programs and a local banking community with funds to loan and a positive attitude toward development are major ingre- dients in attracting a developer. Finally, a developer will be looking for a flexible regulatory environment. The number of constraints a developer will as cept is directly proportional to the strength of the market. De- velopmentprojects in New York City or San Francisco, for exam- i ple, continue in spite of hun- dreds of regulations. The ~ strength of large urban markets j is such that developers will ac- cept the restrictions of an often ~' inflexible local government. In a town with a limited established ~ market-and, therefore, a high degree of development risk-a developer will~look for as much flexibility as possible. ommunity - Participation antl the Developer ' A developer is not going to begin the development pro- cess without becoming ac- quainted with the community. That knowledge will be on five •levels-physical, economic, reg- leading members of the banking ~'' ulatory, demographic and and business community. The F" . :~ ~ f ~~ Fontl~ PPitle in Pleee human. developer will expect confiden- , '"'~`~ s ~"~`°' "Pride in Place: Small Tow • Physical. An interested devel- oper will want a sense of th tiality, reliability and candor, ~ i ll f ' ~.; `'~ ~ Image-Building" is a tri-star cult l l i e espec a y rom the city s con- r>~~~,# ~ ura p ann ng project funde location, condition and direc- tact person. ` with a grant from the Desig lion of growth of the communi- The complete text of The Devel- ~'•.LL , x .: ~.-. '`"``'`°.~-~ .°'wk ' ~ Arts Pro a gr m of the Nation. ty's residential, commercial and opment Process is available ~F ,,gin ~ .,, ~' ` Endowment for the Arts. Deve industrial areas. Other impor- from the National Main Street oping strategies to improve th tant physical variables will in- Center. Included in it are fur- :,.. ``Lsa: ~ -.,. '''~}~'~ quality-of-life assets in 15 con elude transportation systems; Cher discussions of the topics ~~~ ~_.;'~';d,;4~~y>° munities is the goal of the pro access to the property; parking presented in this article as well =~-,. '~'°'`' ect, which is being coordinate facilities; condition and age of as a detailed presentation of ' ,y.,~ ~ by the state arts agencies an i the infrastructure, recreational, how to inventory -land and Main Street programs in Nort educational and cultural facili- buildings in the downtown, a Carolina, South Carolina an ties; and the a e location and g , u kee of ubli b ildi Main Street building survey ~'''"`~':r<+~b~'. ~ Tennessee. Th ' p p p c u ngs. form and a useful discussion of e towns that have -bee ~ Economic condition. A devel- the five stages of the develop- ~#_'~'~~``'~`''~°`~'~ selected as participants in th ` oper will want detailed informa- i b ment process: concept, analysis, ~ project aze New Bem, Salisbur t on a out local financial in- preparation, production and im- Shelby, Smithfield and Wilson is stitutions, including deposits, plementation. Use the enclosed ' "` ~ ~°' `' Noith Carolina;-Beaufort, Ber. total assets, loan-to-de osit p form to order The Development "`''"''`~"`'"`f • ~~ nettsville, Bishopville, Darling ratio and the lending attitudes Process or any of the other ' ~ ton Denmark and Georgetow; and specialities of all of the bulletins in the series. See Cen- ~~ ~ in South Carolina; and Eliza ~ banks and savings and loans. terpiece, p..8. The series costs _ bethton, Franklin, Gallatin an The employment base, particu- $26 ($35 fornonmembersJ; each Greeneville in Tennessee. larly in the industrial and insti- guideline can be purchased sep- ~'" F The one-year project is he1F tutional segments, is signifi- arately for $3.50 ($5 for non- ~ „, ~ `~ ar; ing these towns capitalize o: - cant. A list of the 20 largest members). 'F., y , ,.. their h thereb ~ p ysical assets employers, property owners and t7„ .a=.. '~ • ~ building positive images and in taxpayers would be useful. A ~ creasing economic develop survey of all of the downtown ` ment. The result wil I be mor ~ service and retail establish- ~~"~ ~° ~~ livable communities for Curren ments should also be provided. ~:'~;' " ""•x`• and future residents. Regulatory. An introduction °' _ The process of helping th to the city's regulatory environ- towns includes technical assis ment should describe both re- lance resource teams that con strictions and incentives. The ~ centrate on merging design ant ~ local building code, zoning ordi- placement of amenities, Collor i nance, historic district regula- al planning and overall commu '' lions and comprehensive plan- pity image development into at ning documents are all likely to economic improvement plan contain some constraints to de- The teams are conducted b~ velopment. , _ professionals in the fields o Demographic. The developer ~" ` '~architecture,~planning=and `de will need to know the demo- sign azts; and each team is as• graphic characteristics of a com- sisted by an architecture studens munity in order to find a poten- who provides renderings anc ' tial niche in the market. Up- i helps compile and produce tht dated census data including age, team's report. The students li family size, mobility, income from local universities and col levels and community growth leges, receive credits for their trends should be made available resource team work. to interested developers. After the resource team re g uman. Finally, a developer orts have been d ' P ehvered, eacl will want to meet the players. town is eligible for afollow-ul The downtown manager, if the consultation if they feel it is '• city has one, should serve as the needed. All of the Pride of Plact contact person and arrange for towns will be included in state the developer to meet chamber wide.conferences North Cazoli -of commerce • .executives, key na and South Carolina will hole city officials-city manager, a joint meeting) being held this planningdirectorandcommuni- spring to discuss development ty development director-and issues and cultural planning. ~' " ' ~ _ The NEA.grant will.also _be-. 6 National .'vtain Strcct Crntrr, National Trust for tirau mc I'n•scrvation w~ ;o :.- used to videotape one Pride in Place community in each state. The video crews will tape " ~~ !i ootage of the towns interviews :'i: e,, ~ith citizens and the resource ~ ~''°~o; o p ' teams in action. The videotapes ~,~ 'bo,~~ ~ will be used within the states for ^ cr°°P I"5"'°"ce F'r°R""' ^~iN FonMembers OF The: cultural amenities and econom- MAIN STREET \ . STRF~ is development planning. PORTERVILLE INC. • Cate Hamilton, Tennessee -`--_-------- ~ ~~ ~~ a t b tes the grant awa d from ~~`°'°~""~RTf~'~~` NEA to the cooperative nature °* ~ ~ ,~~ .'' '~,.,~`'`~'"~, ~ of the project, citing the Desip~ rWe.nti°S~ ~ "°+~. O" Ponrrvillc. CA 9? ~ Arts Program's interest in a proj- Imo,! 781' ect administered jointly by dif- ~~'b, ` ferent agencies within and be- ~`°~~`~ All priotetl materials tween states. "Main Street ----•-••--• a '°y,,4~. a ,. associated with the towns," says Hamilton "are nat- '~•~~ ~' iusuraoce programs ~... urals for this type of program as ~ carry the Main they aze already pazticipating in Street Porterville ,' ~ logs. a goal-oriented system that -- stresses practical strategies and - concrete results."-S.D. crime coverages, computer ~• equipment and software and ~~ ~d~~~~~~~ business liability. The plan also ', InSnring DoWnto6'~in~ offers on-site surveys to suggest Main Street News is published by ~ SnCCeSS to busfnesses ways to reduce the the National Main Street Net- , chances of both property losses work, a membership pro gram of Main Street Porterville jCalif.), and injuries to customers or ~ ' Inc., a nonprofit, membership employees. the National Main Street Ccnter, ~anization, is now offering its Main Street Porterville also National Trust for Historic Pres- embers two exclusive insur- offers its members a group ervation, 1785 Massachusetts Av- ' ance programs. health insurance tan to rotect ettue, N.W., Washington, D.C. p p 20036 (202j 673-4219. The Business Insurance Pro- business owners and employees. gram offers aproperty/liability The plan is designed to allow 1• lacksou Walter, President, Na- ~' program for Porterville's mer- Main Street businesses to tional Trust for Historic Preser- chants through Fireman's Fund choose the benefit program best vation Insurance Companies. Signifi- suited for them. There is a Sally Oldham, Vice President of cant advantages of this insur- choice of medical plan deduct- Programs and Services ance program include broad pro- ible, with dental and vision op- Scott Gerloff, Director, National ' ' tection; flexible options; proles- lions also available. Main Street Center sional loss control assistance; Main Street Porterville is the Linda Glisson, Editor optional installment payment sponsor of these two insurance Suzanne Dane, Associate Editor plan; fast claims service; and programs, which are being man-, The National Trust is the only risk management counseling. aged through Griswold Tlimer A key feature of Main Street Insurance Associates, Inc. The national, private nonprofit orga- nization chartered h Porterville s policy is the pro- initial sign-up for the plans took Y Congress gram's flexibility. Businesses in 24 businesses who now think to encourage public participa- can match protection to their paying their membership fees is lion in the preservation of sites, pazticular needs, saving them a privilege. submitted by Cazl buildings and objects significant from buying frills they don't Kaden, project manager, Main in American history and need and giving them asafe- Street Porterville, Inc. culture. Support for the Nation- guard against coverage gaps. ul Trust is provided by member- Throu this Netwotk Notes is a roundup of ship dues, endowment funds, gh program down- significant events and interest- contributions and matching ~ town businesses may also be ing anecdotes about our net- grants from federal agencies, fin- able to include coverages that work members and successful eluding the U.S. Department of otherwise would be packaged revitalization techniques they the Interior, National Park Ser- and priced sepazately. have employed. We welcome vice, under provisions of the Na- Coverages available through your contributions to this col- tional Historic Preservation Act plan include: building insur- umn. Please send your materials of 19C(. The opinions expressed ce, business personal proper- to the Nations; Main Street in this publication dc? nut ncccs- ty, replacement cost coverage, Ccnter, attention Suzanne sarily reflect the views or poli- inflation protection, spoilage, Dane. cles of the Interior Department. _.._ ... _.._ 7 e '~ 1~ . =n, •.;°, Tffi~IS fir fain ~tr~~t •.,~.:~.~~~~~~:' Now available from the NMSC •~,~ • ~.: 4 are several valuable resources to .:::, ~~ ~=: help guide local revitalization ~~ '~ efforts: r.:*z~~~`, Economic Development on _: ~ _ ~~,~~,~ Main Street. This series of eight ""~ ~'' technical guidelines deals with ~~ ~ ~ the wide range of economic and '%~~ "``~ '~•' real estate issues facing leaders `~_.~,~:,~ in downtown revitalization. ''' _"' ,~"""~ Topics addressed are: The Devel- opmeni Process (see excerpt on '"'~ 5 Structuzin Local Par- ~~~^4~s:~ ~f'';., ticipation; Development Fi- `~r".''"_"~~•~~?" Wanting; Appraising; Evaluat- ..~: _~ :•~"" =`~~'~'~"~'~ ing the Downtown Real Estate .L~~y~~~~ Opportunity; Market Analysis; ~~ • Rehabilitation and Pro Forma ~.. SS'~~~~ Analysis; and Real Estate Glos- ~'..'~S TuC~ sary. To purchase these guide- ~~ ~;." ~ E~r~•;~; lines, use the enclosed order `~`~ card. y,, r~ri,,,;. Awnings and Canopies on Main Street. Awnings and can- ~`, ~~_r-::~:•~~~~F~#x opies can add variety and visual ~+~'... vitality to Main Street. This 20- minute narrated slide-tape pro- . gram and accompanying 24-page technical guidelines illustrate how to recognize and preserve good awnings and canopies al- ready in place on Main Street; how to determine whether fix- tures are needed; and how to select new fixtures that are func- tional yet compatible with a building's design. Awnings and Canopies on Main Street slide show and guidelines cost $37.50 (Network members; $SO (non- members. The guidelines can be purchased separately for $3.50 (Network membersj; $5 (non- -- - - membersj. _. - ._._.._. Enhancing Urban Street- stapes. Urban commercial dis- tricts present special design problems. This narrated slide- tape program offers storefront rehabilitation strategies ranging from simple maintenance to full restoration. Ethnic and other cultural influences on design are also discussed, along with prob- lems such as graffiti and securi- ty. Enhancing Urban Street- scapes can be purchased for $37.50 (Network membersj; $50 (nonmembers. Coming soon .. . The Board Member's Hand- book. These technical guide- lines provide a wealth of useful information for Main Street pro- gram leaders, including board member job descriptions, sam- ple bylaws and articles of incor- poration, budget information, program startup checklist and a detailed explanation of how to hire a project manager. The guidelines will sell for $7.50 (Network members; $10 (non- members. A brochure describing these and other NMSC products is being mailed to all Network members. ,. ~~~C Cont~rence C~lend~r Planning your calendar for the next few months? Keep the fol- lowing conferences in mind. Promoting Downtown: New Opportunities on Main Street. Successfully promoting down- town involves more than just organizing sales or sponsoring, events. It requires careful plan- Wing, committed volunteers and a firm understanding of the local market. More than anything, promoting the downtown relies on a winning market strategy. At this three-day conference, which offers a newly revised three-track format, participants will learn how to define a mar- keting image for the commer- cial district; capture tourism dollars; develop a balanced pro- motional calendar; manage a successful public relations cam- paign; and recruit and manage volunteers. Promoting Downtown will be offered twice this summer: St. Louis, June 1-3; and Pittsburgh, June 280. The registration fee is $245 for Network members ($225,"~Network~ member early- bird ratej; $295 for nonmembers ($275 nonmember early-bird rate(. For this conference, the NMSC is extending a special group rate of $200 per person to communities wishing to send three or more people. This spe- cial rate requires that all attend- ees be registered at the same time. Each registrant will re- ceive the Promoting Downtown training manual. From July to September, Guiding Design on Main Street, the newest addition to the NMSC's nationally recognized series of training programs, will be held six times in locations around the country. Registration for each two-day conference will be limited to 80 persons. Network members will re- ceive brochures for the promo- -- tioA and design-::conferences-la--- ter this spring. National Main Street Center .~t;~- ~1G~ ~ : . ,'~,~'_: =; __-'_= _ ~ :~ National Trust for Historic Preservation , ,.y , - _ . ~~ ~~ ` i U J t' O S 1 A Gt ` 1785 Massachusetts Avenue, N.W. 2 !~ 'MART 5'88 ~'= ~' ? ! ~ ~~ Washington, D. C. 20036 _..,'~ ~ :~ a! z (~ ~ , • ? - I /'. SARr•;TOGA HcFIT„OE 71253534 6 PRESc_RVATIC~1 Cl?MMISSIO~ 13777 FUITVALF AVEI'vUE ' CITY +1F Sa~aTGG^, S . SAhATQGA CA 95070 . a. CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION AGENDA DATE: Wednesday, March 16, 1988 - 3:00 p.m. PLACE: Saratoga Community Library Meeting Room 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGANIZATION A. Roll Call B. Approval of Minutes of 3/2/88 C. Posting of Agenda D. Oral and Written Communications II. OLD BUSINESS A. Heritage Resource Inventory - discussion III. NEW BUSINESS A. Update on Warner Hutton House IV. ITEMS INITIATED BY THE COMMISSION V. ADJOURNMENT ~, ~~ `,~~' s CITY OF SARATOGA • HERITAGE PRESERVATION COMMISSION AGENDA • DATE: Wednesday, March 16, 1988 - 3:00 p.m. PLACE: Saratoga Community Library Meeting Room 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGANIZATION A. Roll Call B. Approval of Minutes of 3/2/88 C. Posting of Agenda D. Oral and Written Communications II. OLD BUSINESS A. Heritage Resource Inventory - discussion III. NEW BUSINESS A. Update on Warner Hutton House IV. ITEMS INITIATED BY THE COMMISSION V. ADJOURNMENT LJ ~, ~~ ~~ s • ~Il~1~4~CC~~ • ~~ ~i CITY OF SARATOGA • HERITAGE PRESERVATION COMMISSION • MINUTES DATE: Wednesday, March 2, 1988 3:00 p.m. PLACE: Saratoga Community Library, 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting I. Routine Organization A. Roll Call Present: Commissioners Voester, Heid, Koepernik, Tyrrell, Cameron, Landsness, Ansnes Absent: None Staff: V. Young B. Approval of minutes of 2/17/88 M/S Tyrrell/Koepernik to approve the minutes of 2/17/88 as submitted. Passed unanimously. C. Posting of Agenda . Staff noted the agenda was posted at City Hall on Friday, February 26, 1988. D. Oral and Written Communications V. Young distributed information on two upcoming conferences of interest to the Commission. She noted there was $720.00 remaining in the Commission's conference/training budget for this fiscal year. Chairman Heid shared an invitation to the 5th anniversary celebration of the Friends of the Library. Commissioner Voester shared an invitation to the West Valley College 25th anniversary celebrating community leaders. Commissioner Tyrrell noted that the Meagher-Smiley house subdivision application had been reviewed by the Planning Commission at a study session the previous evening, and would go back for a public hearing on March 23. He noted that Mr. Olsen, applicant, was still interested in pursuing heritage designation for the property. II. Old Business A. Adopting the Inventory - Discussion • Chairman Heid reminded the Commission that consensus had been reached to notify property owners of the Inventory by Heritage Preservation Commission • Minutes - 3/2/88 a personal letter, rather than hold a town meeting or neighborhood meetings. V. Young noted that the letter would be sent after the Inventory was officially adopted by the Commission. The Commission reviewed the revised letter prepared by Commissioners Heid and Ansnes and Secretary Young. Commissioner Landsness suggested including the entire Inventory list with the letter so property owners could see who else was on the list. There was consensus to ask the City Attorney to review the letter for content and wording. In regard to the Inventory forms themselves, V. Young expressed concern about the need for more history/significance information on some of the forms. She urged Commissioners to work on completing the forms and submit them to her for editing and typing. III. New Business A. Selection criteria for Inventory properties • V. Young briefly reviewed the memo she had prepared on this item, and suggested using the criteria already established in the City Code for heritage resources. She said Inventory properties are a "category" of heritage resources, like landmarks, lanes, and districts. There was general discussion on the criteria, particularly in relation to the issue of "integrity" and its importance to the selection criteria. Commissioner Ansnes felt that integrity should be a deciding factor if the property was selected for its architectural merit only; if other factors (history, people, etc.) were important, then the integrity issue could be played down. The Commission went through a few forms to "test" the criteria. There was some sentiment for using a numeric ranking system, just to give the selection criteria a more precise accounting. Discussion on this item was continued to the next meeting. IV. Items Initiated ~ the Commission None • Heritage Preservation Commission Minutes - 3/2/88 V. Adjournment ' The meeting was adjourned at 5:05 p.m. The next regular meeting will be held on Wednesday, March 16, 1988 at 3:00 p.m. Respectfully submitted, Valerie Young Secretary to Commission ~~ • Oo 1~D ~ ~~~~~~~ ~~ U ~Q~ o ~~B~Q~~ s .~ ~ °4 ~~ a~ o~ ~ a C~~~~ o~ ~ ° ° ~OC~~ ~; ' Il~g~ 13777 FRUI'I'VALE AVENUE SARATOGA. CALIFORNIA 95070 ~~~n~__,~v~ (408) 867-3438 COUNCIL MEMBERS: Karen Anderson Martha Clevenger Joyce Hlava David Moyles Donald Peterson March 7, 1988 PRESS RELEASE - FOR IMMEDIATE RELEASE During the next few weeks, PG&E will be working on the relocation of a power pole on the City-owned parcel of land between Wildcat Creek and the City Hall parking lot on Fruitvale Avenue. The pole is being relocated to make room for the Warner Hutton House, which will be moved to this site later this year. The Warner Hutton House is an historic farmhouse currently located at 13495 Sousa Lane. It is owned by Caltrans and is located within the proposed Highway 85 corridor right-of-way. The City of Saratoga agreed to accept the house from Caltrans in November, 1986, with this . site being chosen as the most appropriate. The cost of relocation and site preparation will be paid for by the Santa Clara County Traffic Authority, According to PG&E, the work will begin by Friday, March 11 and should be completed within two weeks; the,work will take longer if it rains. The work will consist of the erection of a new pole, relocation of power lines from the old pole to the new pole, and removal of the old pole. There may be traffic diversion on Fruitvale Avenue and power interruptions in the area as a result of the work. In the case of power interruptions, affected properties will receive a 72-hour advance notice. o~ ~ `~OC~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 (408) 887-3438 MEMORANDUM TO: Department Heads DATE: March 4, 1988 FROM: City Manager SUBJECT: Warner Hutton House The Traffic Authority staff informs me CalTrans plans to start the house move in 6 to 8 months. The House is now vacant and they would like to have someone use the house (but not neces- sarily live in it) to discourage vandalism, otherwise they will have to put a chainlink fence around it to protect it. If you have any ideas on this, let me know. • arry V Peacock ~m .~ i~ ~~~ :, ~TATIO~TAL CENTER ~®R PRESERVATI®:oT I,A~V 1233 20TH ST$EET, N.W. • SUITE SO1 • WAS HI=~TC3TON, D.C. 20036 • (202) 828-9611 PRE9=DElfT RECEIVED TERSH BOASBCRO. ESQ. EXECCTNE D[R ECTOR FEB 2 C, tags ~TEPHEY \. UEVYIS. ESQ. PLANNING DEPT. PRESERVATIO\T LAW UPDATE 1988-7 February 12, 1988 Regulating Portable Signs for Aesthetic Purposes The efforts of communities to control visual n?llt?tien are increasingly being challenged in court by sign companies which sense threats to their revenues. A growing number of court decisions uphold such efforts, though. Both the Fifth Circuit and the Eleventh Circuit of the United States Court of Appeals have now upheld municipal ordinances banning portable advertising signs in commercial areas. The Eleventh Circuit upheld a challenged Florida ordinance in Harnish v. Manatee County Florida, 783 F.2d 1535 (11th Cir. 1986), and the Fifth Circuit upheld a Texas ordinance in Lindsay v City of San Antonio, 821 F.2d 1103 (5th Cir. 1987), cert. denied, 56 U.S.L.W. 3460 (1988). In its Harnish opinion the E1 Manatee County as "'essentiall a raeidlth Circuit characterized Y p' y growing retirement and tourist oriented community, characterized by an aesthetically appealing and fragile environment. 783 F.2d at 1538. The county enacted its challenged sign ordinance in 1981, following complaints by residents "'that portable signs are inherently ugly.n Id. at 1538-39. One provision of the ordinance stated:' "[NJo portable sign or changeable-copy temporary sign shall be erected or displayed in Manatee County.N Zd. at 1539. The Eleventh Circuit reversed a 1984 federal district court ~igri gi Qn . In ftz~Il_i~h y. I~!:Ii~:.tc2 CGuntV P'iGi lda, 577 r . Su i (M.D.Fla.) pp. 60_ which had held that Manatee County might have found a less restrictive means of achieving its goal- of aesthetic regulation. The district court had stated: There is no indication from the evidence submitted in this case that substantial setback regulations, coupled with strict electrical hook-up requirements, would not alleviate the primary safety and aesthetic considerations of Manatee County. The total ban of portable signs simply went too far. The exercise of a First Amendment freedom, under these circumstances, does not require a total ban; the enforcing authority must try harder. 597 F.Supp. at 604-605. ~:~TIO\a-LCF.\TF.It rOK 1'RF.~EIt~',1TIO\ L.~~~" ' _ ~~ The Eleventh Circuit based its opinion largely on two U.S. Supreme Court decisions issued shortly after the district court opinion in Harnish, Members of the City Council v Taxnaver~ for Vincent, 466 U.S. 789 (1984), and Clark v. Community for Creative Non-Violence, 468 U.S. 288 (1984). The Eleventh Circuit stated: Although any regulation of speech is capable of being narrowed to some extent, the Constitution does not mandate speculation as to how restrictions could be redrafted as long as the restriction is narrowly tailored to achieve the aesthetic goal and alternative means of communication remain available. If the means reasonably advance the goal and there is no~evidence in support of a finding that less restrictive means are available, the court should not I~ attempt to speculate as to whether less restrictive means exist. ~. Having determined that the total ban of portable signs reasonably advanced the governmental goal of ~ protecting the aesthetic environment of Manatee County, and I~ the record being bare of evidence from which_ it might be inferred that less restrictive means existed to accomplish ~' the objective, the district court erred in speculating that ' they were accessible Since we hold that on this record the prohibition of portable signs to eliminate the aesthetic blight passed muster under the First Amendment, we ~ have no. occasion to address the holding of the district court that less restrictive means would accomplish the safety objective. • 783 F.2d 1539-40. ~ ,) The Fifth Circuit's Lindsay opinion is even longer and more carefully written than the Eleventh Circuit's opinion in Harnish. In Lindsay, the Fifth Circuit reversed a federal district court which had held that San Antonio's challenged ordinance would have at best an "inconsequential effect"' on the appearance of the city (because other visually undesirable signs would not be regulated by the ordinance) and did not validly further a legitimate governmental interest. ._ . _ . On, an importa.r~r th.reshold...procedural-. question, the Fifth Circuit held that in a case involving restrictions on First Amendment rights "appellate courts do not rely heavily on findings of fact made by trial courts. ^' 821 F. 2d at 1108. For this reason, it could make an "'independent examination of the whole record"' in the case before it. Id. After a careful consideration of the evidence in the record, the Fifth Circuit concluded that the district court had erred in making an independent finding that the City of San Antonio's legitimate interest in promoting aesthetics and traffic safety would not be promoted by the challenged ordinance: It is well-established that, as the district court found, the state may legitimately exercise its police powers to • advance the substantial governmental goals of aesthetics and j• v i \.~T[O~iAL('E\TEK EOK Pl2ESEK~'~1T[O\ L.1~~' traffic safety and thus, it is clearly within the constitutional power of the City to attempt to improve the ~~ appearance of San Antonio and to improve traffic safety. 821 F.2d at 1108-09.• The Fifth Circuit was concerned that the federal district court had impenaissibly substituted its aesthetic judgment for that of the San Antonio city council and had improperly concluded that San Antonio's partial approach to a known problem was inadequate: [W]hen a trial court makes such a finding, the potential for the court to substitute its own judgment about aesthetics for that of the body charged with making aesthetic determinations is great. It seems that the district court may have been holding the City to a standard requiring it to cure all visual blight, or none at all. The case lsw makes clear that a city is not precluded from curing only some of its visual blight or from. pursuing the elimination of visual blight in a piecemeal fashion. Id. at 1109. The court in Lindsay noted that the city's evidence showed clearly "'that the portable signs are unsightly" whereas the evidence of the advertising company was "apparently collected and submitted for the purpose of establishing that San Antonio has a great many non-portable signs which serve to create visual blight." Id. at 1110. The Fifth Circuit stated that a court must give due deference to the legislative function of the city which passed the ordinance and found that the ordinance did further the city's legitimate interest in aesthetic regulation and was not impermissibly overbroad under a proper First Amendment analysis: When the evidence is weighed taking into account the need to accord deference to the judgment of the body charged with the responsibility of making determinations about aesthetics . and with care not to substitute the judgment of a court f-or the'.. judgment...of..::that body,- the balance tips in favor of the finding that the ordinance does further the City's aesthetic interest. Notwithstanding plaintiffs suggestions that portable signs have special qualities , nothing in the findings of the district court or in the record indicates that portable signs are a uniquely valuable or important mode of communication or that .plaintiffs' ability to effectively communicate is threatened by ever-increasing restrictions on speech. Id. at 1110-11. (A subscription to the "'Preservation Law Updates" series for 1988 is available for $55.00. Please send inquiries to the National Center at the address listed at the top of this "Update."') NATIONAL CENTER FOR PRESERVATIO\T LAW 1233 20TH STaEET. N.W. • SUITE 501 • W v A3 HI. dTON, D.G. 20039 • (202) 828-9611 PBtBID E;IT E7LECCTIVE D[B ECTOB TCRSH BOASHERO. E50. STEPFiev `. Dexxts, Esp. PRESERVATION LAW UPDATE 1988-8 February 17, 1988 New Hampshire Court Upholds Denial of Resubdivision Permission Based on Negative Recommendation from Preservation Commission The Supreme Court of New Hampshire ruled in Victorian Realty Group v. City of Nashua (No. 86-439, decided November 5, 1987) that a planning board in New Hampshire may reject a resubdivision proposal when a preservation commission recommends against the proposal. This is an important case because it affirms the role that a preservation commission can play in helping a community develop coordinated land use planning policies. The case arose after the owner of a lot containing both a three-story Victorian house and a detached carriage house had obtained a special exception in 1983 permitting use of the three- story house for office purposes. Following several unsuccessful efforts to obtain permission to convert the carriage house for either office use or dwelling units, the owner purchased an adjoining property in hopes that he could relocate the lot line between his two properties so that the carriage house would become part of the second, expanded lot and he could then covert the carriage house to new uses. The planning board held two public hearings on the lot line relocation request, at which there was substantial opposition: The historic diatsict comm?.ssiozl exr~ressPd its concern that the proposed 'blacktopping of the presently grassed and treed areas (would] have a detrimental effect on the character of [the residential] neighborhood' and stated that the commission was 'not enthusiastic about relocation of the lot line because it separates the Carriage House from the main building on this significant site.' Finally, after a second hearing on March 6, 1986, the planning board denied the lot line relocation stating that the historical character and significance of the property requires that the main house and carriage house remain on one lot. A Master's Report at the trial court level recommended that the planning board's decision be affirmed, and was approved by s the trial court. It stated with regard to the planning board: PATIO\.~LCF \TEN FOIL YI2ESEIt~'ATIO\ LA~~• Its purposes and duties necessitate a close relationship • with the Historic District Commission, the Zoning Board of Adjustment and its responsibility to recognize and preserve the integrity and character of the community is consistent with its delegated concerns for present and future contemplated uses within the spirit and intent of the several applicable ordinances. Though the property owner argued that his resubdivision proposal must be granted if the resulting lots would comply with zoning ordinance requirements, the 'New Hampshire Supreme Court disagreed: The planning board's review of the plaintiff's proposal requires it to go far beyond the mere consideration of a lot line relocation. Before exercising its discretion to grant or deny %he requested subd:ivisiur~, wixGii includes a multi- unit building development, it must consider the proposal in a much broader context and in a depth consistent with its duties under all relevant statutes, ordinances, and regulations. It would frustrate clearly expressed legislative intent if we were to hold that historic district commissions could not render, and planning boards could not consider, recommendations concerning applications for subdivision and site plan approval involving an historic district. The members of the historic district commission, in evaluating such a proposal, may consider the • 'relationship of [an] applicant's proposal to its surroundings, to the locating and arrangement of structures, to the architectural treatment of the exterior features and finish of structures, and to the compatibility of land uses within the district as they may be deemed to affect the character and integrity of the district to achieve the purposes of this subchapter.' The members of the historic district commission are the most familiar with the historic district, and are uniquely suited to provide recommendations to the planning board. We conclude that the planning board may properly consider the recommendations of the historic district commission and may deny the ~ • plaini:if~f~'s subdirri5an app3icatiori based cn factors related to the historic character and significance of the buildings at issue. The court held that the record in the case "adequately supports the master's deter~ination that the planning board had sufficient evidence upon which to deny the plaintiff's request." A copy of this opinion is available from the National Center for $2.00, and copies of the briefs filed with the New Hampshire Supreme Court are also available from the National Center. (A subscription to the "Preservation Law Updates"' series for 1988 is available for $55.00. Please send inquiries to the National > Center at the address listed at the top of this "Update.") J --~ NATIONAL CENTER FOR PRESERVATION I,A~ 1233 20Th ST$EET, N.W. • SUITE 301 • WASI3 '~7 I. OTON, D.G. 20038 • (202j 828-9811 PRESIDENT TERSH BOASHERO, E50• EXECL•TtvE DIRECTOR STEPHEY V. DENxis. Eso. PRESERVATION LAW UPDATE 1988-9 February 15, 1988 Rhode Island Task Force Report Recommends Greater Attention to Historic Landscapes Though planners and land us increasingly in recent years on the and historic landscapes, little has concerns through legislation at the Island may become one of the first historic landscapes to its historic e theoreticians have focused need to protect scenic vistas been done to implement such state and local levels. Rhode states to add a concern for preservation program. After two years, a special legislative task force to study historic preservation in Rhode Island has issued its report, titled A Leaacy to Save or Lose. The report concentrates on seven areas: caring for state-owned historic sites, preserving historic homes, saving historic landscapes, learning state history, promoting historic attractions, regulating historic districts and delivering historic preservation programs. The report recommends completion of a statewide inventory of historic landscapes and the creation of a Rhode Island Historic Landscape Preservation Fund to purchase easements: A comprehensive, statewide survey of historic landscapes should be completed similar to what has been done for historic buildings. The General Assembly should continue to -appropriate - -spedaT ~" fu;idinq ' tt~' "the -~- R~~IPC ~ " [Rhode Island Historic Preservation Commission] for this purpose. Increasing the amount of funding from the FY1988 level of $5,000 will allow for progress to be more rapid. Eligible landscapes should be nominated to the National Register of Historic Places and the State Register. The results of the survey should be made available to owners and local and state officials so that land use decisions can be made with an awareness of potential impacts to historic landscapes. The most important historic landscapes should be protected by acquiring development rights to ensure that these areas are preserved and appropriately maintained. A Historic Landscapes Preservation Fund should be established to purchase easements in the same manner that prime farmland is \,\TIO\AL('E\TEI2 i•'ON I'I2E'9EIt~'.\TiO\ L.\~~~ • being preserved through the Agricultural Land Preservation Act. Funds could also be used for grants or loans to acquire or restore significant landscapes. Even before creation of the Historic Landscape Fund, owners of significant landscapes should be encourage to donate historic preservation easements on their property to the RIHPC and to apply for low-interest loans from the Historic Preservation Loan Fund operated by the RIHPC. One of the most significant recommendations is that enabling legislation for local historic preservation commissions be expanded to permit the protection of historic landscapes: Historic landscapes should be included within historic district zoning controls.. Currently only buildings are regulated by local hist.or.ic district commissions, and the State enabling statue RIGL 42-24.1 should be amended to allow for regulation of historic landscapes. Historic district zoning is an effective tool for the preservation of historic resources, and~if combined with a strong program of education about the significance and needs of historic landscapes, historic district zoning could prove a useful and cost-effective tool for their preservation. The report emphasizes the importance of adding a concern for historic landscapes to current thinking about long-range land use • planning issues: Preservation of historic landscapes should be included within State and local land-use planning and the State Guide Plan. Alteration to historic landscapes owned by the State should be reviewed by the RIHPC in accordance with the Rhode Island Historic Preservation Act. Maintenance of the State House grounds and the Old State House Parade need immediate attention. Department of Environmental Management staff already routinely consult with the RIHPC prior to undertaking projects. A new RIHPC staff position of landscape historian could provide advice and technical assistance to other state agencies. Finally, preservation of historic landscapes should be an element of state and local land-use policies. Planning tools such as cluster zoning or transfer of development rights may be helpful in preserving landscapes. The General Assembly's current reexamination of state land use controls and enabling legislation is a singular opportunity to examine the effect of state and local development policies on historic landscapes. The office of Statewide Planning should be asked to review statewide planning mechanisms to assist in meeting landscape preservation concerns. • (A subscription to the "Preservation Law Updates" series for 1988 is available for $55.00. Please send inquiries to the National Center at the address listed at the top of this "Update.") ~~~ ri.. "~~~ . ~:;.. . ~(ll. February 1988 Volume 2, Number 1 i~ttCEi9/ED • C~ Preservation is Key Economic Development Tool ~wo research reports by the National League of Cities (NLC~, "The Visible Hand: Major Issues in City Economic Policy" and "Tools and Targets: the Mechan- ics of City Economic Develop- ment," identify historic preserva- tion as one of the most widely used tools in economic develop- ment efforts by cities. These reports, authored by Dr. Ann Bowman of the University of South Carolina, are based on a 1987 nationwide survey of 322 cities and towns. Downtown redevelopment emerged as a major target in this survey of mayors and their top economic development profes- sionals. Historic preservation was high on the list of tools employed, with 59.9 percent of the cities having utilized it at some time in the past. In 1986 historic preser- vation was used extensively by 20.8 percent of the cities and occa- sionally by 33.9 percent: The survey showed an increasing role for historic preservation as an eco- nomic development tool: 63.9 percent of the cities are likely to use it in the future. Given that changes in federal laws have reduced the tax advantages of historic preservation projects, the NLC study concluded that their Rehabilitation Tax Credit Update ,~he National Park Service (NPS) has issued a report, "Tax Incen- tives for Rehabilitating Historic Buildings: Fiscal Year 1987 Analysis," documenting the dramatic slowdown in historic re- habilitation activity since the en- actment of the Tax Reform Act of 1986. (See "Washington Watch," Preservation News, February 1988j. The report analyzes the sources and effects of the 35 percent decline in certified proj- ects, providing essential data for those working with and lobbying for the rehabilitation tax credits. Betsy Chittenden, author of the report, identifies "changes in income tax structure, deprecia- tion, and passive loss and credit rules" as the most significant tax act provisions causing the drop-off in use of the credits. Chittenden believes that, collectively, these factors have been more detrimen- tal than the reduction of the credit from 25 to 20 percent. The report includes a concise explanation of the major changes and their impact. Housing rehabilitations ac- count for 45 percent of the 1987 tax credit projects, creating 1,241 units of low/moderate-income housing. More than 16,500 new low/moderate-income housing PLANNING DEPT. continued usage suggests a utility that goes beyond the tax breaks. Of the 20 cities identified by the survey as most successful in economic development, 15 have been named in other studies as being among the cities with the greatest amount of historic rehabilitation activity. In fact, the top three-Baltimore, Boston and San Antonio-hold historic preservation as a keystone of their redevelopment efforts. Copies of the reports are available for $24 from Publications Sales, National League of Cities, 1301 Pennsylva- nia Avenue, N.W., Washington, D.C. 20004. (202) 626-3000. units have resulted from historic rehabilitation projects since 1976. Eighty percent of owners of 1987 tax credit projects would not have undertaken their project if the federal rehabilitation tax credit had not been available. About 45 percent of the 1987 projects used some form of addi- tional incentive or public sup- ported financing. Local property tax abatement and alternative valuation schemes were the most cited incentives. Owners also took advantage of low-interest loans, sponsored by a city or state agency, and city economic devel- opment bonds. Only 3 percent of 1987 project owners donated a conservation easement, compared with 8 percent in 1986. . Forum members can order copies of the 40-page report from the Preservation Press at National Trust headquarters. The cost is $5, plus $3 postage. n ru~nuf~ •caiueu~e ll] .~i~letls, ~U., IVR~' COOVeTIL'd to cornrnerciul purposes usin~ the rehubilitation tai credit. L~ Connecticut Preservation Action ~~.ctivists created Connecticut n-eservation Action (CPA, a atewide citizens' lobbying group r historic preservation, in 1979, 'cause the state legislature issed an amendment removing onnecticut from the National .egister process. Within six nonths, CPA's intense lobbying fforts persuaded the legislature o resume participation in the National Register, and the group has built on its success ever since. With an annual budget of $12,000, CPA eliminates over- ad costs by retaining a profes- sional lobbyist with a strong track record. A board of directors over- sees CPA's activities, which consist of proposing legislation as well as monitoring bills that might prove detrimental to pres- ervation. The CPA board and other members of the preservation community also testify on behalf of the state historic preservation office's budget. According to Sharon Churchill, CPA's president and executive director of New London Land- marks, CPA has had "a remarkable record of success in working with the Connecticut legislature. Many of the state's significant gains in preservation have stemmed from seemingly minor legislative actions. initiated by us." Jack Shannahan, Connecticut SHPO, states, "It's surprising that more states haven't organized similar groups because we've learned in the last seven years that the states have to do more to put the preservation tools in place at the state level. Close to 30 bills have been adopted since 1979 because of CPA's efforts." Pennsylvania Billboard Campaign ~. T 1 he Preservation Fund of Penn- sylvania (PFP) has launched a billboard campaign to promote interest in preservation and increase its name recognition throughout the state. Penn Advertising, a large Pennsylva- nia outdoor advertising firm, is donating billboard design, printing and space, and will install 200 billboards in high traffic areas of central Pennsyl- vania this March. The cam- paign would have cost $100,000 at market rates. The billboard design fea- tures the William Wells Young Memorial School in Wellsville, Pa. According to Executive Director Grace Gary, PFP will co- ordinate the billboard campaign with a membership drive. For more information on how PFP negotiated the donation and will conduct the campaign, con- tact Gary at PFP, 2470 Kissel Hill Road, Lancaster, Pa. 17601. (717J 569-2243. Oregon Ethics Workshop immediately prior to last fall's Annual Governor's Conference on Historic Preservation, the Historic Preservation League of Oregon (HPLO) sponsored "Standards for Preservation Professional Con- duct," a half-day workshop for preservation professionals in the public and private sectors. Focus- ing on the ethics of the profession, participants discussed such issues as conflict of interest and profes- sional relationships between con- tractors and clients. At the conclu- sion of the meeting, a task force was organized to explore the estab- lishment of a professional stan- dards committee in Oregon. Contact Eric Eisemann, HPLO, P. O. Box 40053, Portland, OR 03240. (503) 243-1923. Connecticut's historic bridges tivill be sun'eved and inventoried u~ u resiilt of successful Ic~islntion sponsored by CP_~. I31i1f7UUCll desl,~^ for PFP's mernhcr- 5171 p CUf)1 pQl:;n. s Cemetery Initiative ~ he city of Boston has launched a public/private "Historic Burying Grounds Initiative" in which staff from the Boston Parks and Recrea- tion Department (BPRD] will study and restore 16 cemeteries dating from 1630 to 1841. The project, believed to be the largest in the U.S., consists of historic gravestone preservation, tomb stabilization, landscape and structural rehabilitation and public security and safety im- provements. Also included in the initiative is a documentation effort that will consist of inventories, an informa- tional sign system, photographic recordation and research and data collection by student groups. Funding of $2 million for the initiative has been secured from city, state and federal govern- ments, including the Massachu- setts Historical Commission, and private sources. The city will contribute $250,000 per year over the next three years for public safety improvements. Contact Rosanne Atwood, Project Man- ager, Historic Burying Grounds Initiative, BPRD, 294 Washington Street, Boston, Mass. 02108. (617) 542-3071. Cemetery Conferences "R.I.P.: Restoration in Prog- ress," a conference focusing on burial ground preservation, will be held on March 11 in Boston. The coriference is cosponsored by BPRD, the Massachusetts Histori- cal Commission and Historic Massachusetts, Inc. Contact BPRD at the address above. The Illinois Historic Preserva- tion Agency (IHPA), along with the Upper Illinois Valley Associa- tion, is surveying possible topics for a cemetery conference, planned for the spring of 1988. Contact Veronica Taylor at the IHPA, Old State Capitol, Spring- field, Ill. 62701. (217) 785-4512. Unity Temple Easement rank Lloyd Wright's Unity Temple (1906) in Oak Park, Ill., has become the first religious structure in the country to be protected in its entirety by a preservation easement. On Janu- ary 7, representatives of the Unity Temple congregation and the Landmarks Preservation Council of Illinois (LPCI) signed docu- ments placing the temple's exterior and its interior public spaces under easement, with guidelines included for future restoration work. The easement, which was given to LPCI, can, under certain circumstances, be transferred to the National Trust. Also protected are the adjoining Unity House and the foyer con- necting it to the temple. The easement may also facili- tate fund-raising efforts by the Unity Temple Restoration Foun- dation, aseparate nonprofit organization created in 1973 for maintenance and restoration of the temple. Copies of the Unity Temple Easement Donation Document are available for $10 from Sean Murphy, LPCI, 53 W. Jackson Boulevard, Suite 752, Chicago, Ill. 60604. Keeping Downtown Affordable ural Ulster Preservation Com- pany (RUPCO) of Saugerties, N.Y., recently began its largest mixed- use project -rehabilitating an 1863 downtown building into seven low-rent apartments and three commercial spaces. Although RUPCO initiated the preservation of eight other build- ings in the area, the Brede Build- ing will be the first property in the historic district acquired and rehabilitated by the six-year-old nonprofit organization. According to RUPCO Executive Director Kathleen Maxwell, the Brede Building was targeted for rehab because it was a major downtown building with potential for quality low-cost housing and commercial space: "We want to ensure that the Main Street area maintains a mix of start-up businesses and affordable apartments among higher rent properties." In September 1987 the National Trust loaned RUPCO $42,500 from the National Preservation Loan Fund (NPLF) for the Brede Building project. Other funds for the $404,880 project include a $202,000 New York State Housing Trust Fund deferred loan, a $70,000 New York Area Revitali- zation Program grant, a $,'0,000 loan from the seller and $20,380 in equity from RUPCO. "We knew that the building was too expensive to rehabilitate with market-rate financing," Maxwell explained. "The coopera- tion of the owner in allowing us time to tie down public financing was key to the project's success." The National Trust chose the project for a NPLF loan because it provided a model of financing an affordable housing and commer- cial rehabilitation project in a downtown historic district. Treating a Boston cemeter}~ gru~~estone President of the Swain School of Design in New Bedford, Mass., since 1982, Bruce 1-ena`cine has been appointed dean of the School of Art at the Corcoran Gallery of Art in Wash- ington, D.C., effective March 1. During his tenure at Swain, Yenaw- ine doubled the number of programs and faculty and, in 1985, instituted an architectural artisan program, designed to train students in the building crafts. Yenawine was an active participant in the Preserva- tion Education Study Group of the National Historic Preservation Forum during 1987. Democrat Jameti A. served as Vermont SHPO from 1984 until last October, will be a candidate in the fall 1988 election for Vermont's only seat in the House of Repre- sentatives. The seat is being vacated by Republican James Jeffords, who is running for retiring preservation supporter Senator Robert Stafford's seat. Dc~n Etrcr, a past president of Historic Denver, and his wife, Caroi~•n Etmr, now share the position of manager of the Denver Parks and Recreation Department. Both have had long involvement in the preservation of Denver's parks, open spaces and historic architecture. They spearheaded the highly successful development of the Ninth Street Historic Park, a block of early Denver residences that were rehabilitated into offices with surrounding land converted to a public park. The American Institute of Architects inaugurated its 64th president, T'ed P. PaPP~~s, FAIR, in De- cember. He succeeds Donald J. Heckl, FAIR, of Chicago. Pappas heads the 20-year-old Jacksonville, Fla., firm of Pappas Associates has served on the Jacksonville Historic Landmarks Commission and was chairman of the Capitol Center Planning Commission. Earle I4letcalf retired in Decem- beras executive director of the Oklahoma Historical Society after 20 years with the organization. He had also served as SHPO since 1981. Former Waterford (Va.) Founda- tion executive director Connie Chamberlin has become director of Housing Opportunities Made Equal, aRichmond-based non- profit that works for fair housing. In May, she will marry I;rvan Plitchcll, director of the Virginia Division of Historic Landmarks and state historic preservation officer. After a brief tenure as executive director of Utah Heritage, 1ti iiliarn Steiner has succeeded i_arrr 1~Iclic-uieti (see Forum Newslet- ter, November 1987) as director of the Historic Preservation Founda- tion of North Carolina's revolving fund. Da~•id Ulan Ateei:er, )r., FAIR, died on November 23 from a heart attack. He was 63. As executive vice president of the American In- stitute of Architects from 1978 through 1983, Meeker success- fully advocated restoring the U.S. Capitol's west front and saving the design integrity of the Viet- nam Veterans Memorial. At the • ; ,;"ice ~~n-~.. "' .r'_~ (. <:;,~ ~, ~~ «' rR~ SAVE I r ~ ~ v w -_ SaveThe - ; _~ ;\ ~_ 1 .r time of his death, Meeker was a principal in the Indianapolis-based firm of Plus 4 Architects. Peter Brink, executive director of the Galveston Historical Foundation (GHF), was elected president of the National Council of Preservation Executives (NCOPE) last fall at the 41st National Preservation Conference (NPC). NCOPE will sponsor a workshop at the Cincin- nati NPC on such skills as fund- raising and financial management. Those interested in joining NCOPE should contact Brink at GHF, 2016 Strand, Galveston, Tex. 77550. (409) 765-7834. Guest, who • • _~ Civic Entrepreneurs Conserve Minneapolis Neighborhoods by Christopher Owens ~n Minneapolis, neighborhood conservation means business for a group of neighborhood-based developers, working as the Min- neapolis Nonprofit Development Consortium, whose projects bring hope and jobs to older, close-in neighborhoods. My organization, the Phillips Neighborhood Hous- ing Trust, is one member of the consortium. Seeing opportunity where others see trouble, we are incorporated as nonprofits but bring an entrepreneurial and businesslike approach to achiev- ing avision of stable, well-main- tained neighborhoods. We are what William Jones of Boston's Codman Square Housing Develop- ment Corporation calls "civic entrepreneurs." So while our goals are "soft" because they are quali- tative, we measure success in "hard" and quantifiable units. We can point to more than 1,600 units of housing that 11 organiza- tions have built-nearly all the affordable housing units in the neighborhoods where we work.Or to the nearly $100 million in- vested in Minneapolis neighbor- hoods and the 800 permanent jobs created. Or the $15-20 million annually that we continue to invest in jobs and housing. Or perhaps, most importantly, the development tools and funding mechanisms that we have put in place. While fortunate in comparison with such cities as Detroit and Chicago, Minneapolis has none- theless seen substantial disinvest- ment in close-in neighborhoods. First, there was the exodus to the suburbs. Then there is the aging of the city's population, with many older homeowners putting ~~ their homes up for sale. And, . ~Y we have the simple fact of the age of the houses, many of them built originally as low-cost workers' cottages. Our success in Minneapolis as nonprofit developers lies in our ability to bring resources together. In the early 1980s, the group convinced the Min- neapolis Community Develop- ment Agency to make along-term commitment not just to fund housing development but also to provide administrative funds tied to housing production. Several programs emerged from that commitment. First, was the Multi-family Cooperative and Rental Development Program, which provides a subsidy in the form of 15-year loans with de- ferred lump-sum repayments that can be used for construction. Virtually all of the projects using this program have been developed by nonprofits. The multi-family program has never been adequately funded, and in recent years, declining Com- munity Development Block Grant budgets have meant even more reduced budgets. But the response has not been despair; it has been to think more creatively. In one downtown neighborhood, Elliot Park, the answer was to create the Elliot Park Fund, which receives part of its funding from the repayment of a UDAG loan that went to an industrial project located in a far north Minneapolis industrial park. Thus, the pro- ceeds from an industrial project help fund an inner-city housing and economic development project. Another source of funds is the Neighborhood Development Account. Several years ago, the city of Minneapolis started a revolving development account using funds from such sources as the repayment of UDAG loans and fees from the sale of revenue bonds. The development account's relending terms, how- ever, precluded most neighbor- hood and affordable housing projects. The answer has been to create a special Neighborhood Development Account from a portion of the funds. This ac- count, like the multi-family program, can provide long-term, subordinated financing to make projects work. Minneapolis nonprofit develop- ers have also been energetic users of the low-income tax credit. Even today, when many experts have written off the utility of tax credits after tax reform, we are successfully placing projects for syndication. But more impor- tantly, working with business and government leaders, we are exploring the development of a local fund that will purchase syndication units in low-income projects. By definition, neighborhood developers have to work in their neighborhoods. While the private sector may have walked away, we have to stay. What we in Minnea- polis have tried to do is make a virtue of necessity; unable to move our businesses, we do what any good person in business would do-find a niche and marshal the resources to exploit it. Our city and its neighborhoods are the clear winners. Christopher Owens is the executive director of Phillips Neighborhood Housing Trust in Minneapolis. He is a former National Trust Advisor from Minnesota and treasurer of the Preservation Alliance of Minnesota. C~ ~~ 'o Preservation Forum Cosponsors Preservation Action Annual Meeting And Conference ~~ Preservation Forum members are invited to attend Preservation Action's annual meeting and conference, to be held on March 20-22 in Washington, D.C. Co- sponsored for the first time by the Forum, the conference is replete with events offering you the chance to make a personal mark on preservation. On Sunday, March 20 the National Historic Preservation Forum's Legislative Committee will meet for an open discussion on the new preservation program initiatives being developed by the national Forum leadership in the areas of program leadership and administration, protection and funding. This is a chance for you to speak out on issues you want included. Sharpening lobbying skills on a wide variety of preservation issues will be the focus of a program featuring leading members of Congress and their staffs. To be held on Monday, March 21, the program will include a popular workshop on "How to Make Your Congressional Visit Memorable" with National League of Cities President, Pamela Plumb of Portland, Maine. The fourth annual Congres- sional Luncheon also takes place on Monday. Invite your Congres- sional members and staff to lunch in the Caucus Room on the Hill. A sell-out of over 300 will help show the Congress that historic preservation matters to voters nationwide. The National Trust, the National Conference of State Historic Preservation Officers and other preservation organizations will take part in this popular event. That evening, a reception at Anderson House, the elegant headquarters of the Society of the Cincinnati, cosponsored by the National Trust and the National Conference of State Historic Preservation Officers, provides a perfect setting to make last minute plans for your Congres- sional.visits. On Tuesday, March 22, you are invited to visit your Representa- tives and Senators on behalf of preservation funding and rehab tax change issues. Forum mem- bers are urged to begin early by organizing a local delegation to make these visits while they are in Washington. Make appoint- ments with your representatives now. Preservation Action will track your lobbying efforts by adding stars to a wall-size map of the U.S. The goal is to have a map covered with stars by the time meeting-goers depart the nation's Capitol. With your help, this will be a "stellar" year for preserva- tion. .~ Reprints of the November 23 Time cover story, "Bringing the City Back to Life," are now available from the Preservation Forum. This valuable nine-page article describes preservation's success in American towns and cities over the last 20 years. Copies are available free to Forum members, but postage will be charged. The National Trust has an- nounced the first annual Alan S. Boyd Historic Preservation Intern- ship. For graduate level students, the internship provides a $2,500 stipend for an eight-week summer project at Trust headquarters on one of four key preservation issues: low-income housing; railroad property preservation; Preservation Action 14th Annual Meeting and Conference rehab incentives for private homeowners and heritage tour- ism. Application will consist of a maximum one-page proposal recommending an approach to the issue and defining an outcome or product for the intern project. The proposal and student's resume should be submitted by March 7 to J. Jackson Walter, President, National Trust for Historic Preservation, at National Trust Books and Publications How to Care for Your Old House: An Owner's Manual, by Allen F. Johnson, 46 pp., 1987, $3. This manual, funded in part by the National Trust's Preservation Services Fund, provides informa- tion to help owners of historic houses understand and maintain their properties. Included are chapters on repairs and mainte- nance, energy conservation and renovations and new construc- tion. Order from Publications, Connecticut Trust for Historic Preservation, 152 Temple Street, Suite 404, New Haven, Conn. 06510. Fund Raising: A Basic Reader, 107 pp., 1987. This resource report, published by the American Association of Museums (AAM), is an introduction to the topic of fund- raising for museums. Included are a section of readings, source lists and a selected bibliog- raphy. Cost is $20 for AAM members, $25 for nonmembers; postage and handling $3. Order from Technical Information Service, AAM, 1225 Eye Street, N.W., Washington, D.C. 20005. "A Stellar Year for Preservation " March 20, 21, and 22, 1988 REGISTRATION INFORMATION Conference Fees Name Registration Fee $100.00 (includes registration for Organization conference, PA/ Organization National Trust NCSHPO reception, and Congressional Address Luncheon) . No-Host Lunch $15.00 City, State, Zip (for Sunday Forum Legislative Committee Meeting) Phone Guest Fees Joint reception Q $25.00 Congressional luncheon Q $15.00 (Please let us know the names of Amount Enclosed your guests) Deadline for Registration: 11 March 1988 Make check payable and send to: Preservation Action, 1359 Connecticut Avenue, NW Suite 401, Washington, DC 20036 (202) 659-0915 Conferences, Workshops and Training Programs The National Association of Realtors (NAR) and the National Trust's Center for Historic Houses will hold three "Rehabilitate for Profit" seminars in March. The one-day seminars, which cover tax credits and the implementation of a rehabilitation project, will be held on March 1 in Albany, N.Y., March 4 in New Orleans and March 10 in Hartford. Registra- tion is $120. To register, call NAR at (800) 874-6500. Ohio State University (OSU) and the Ohio Historical Society will cosponsor the "Second Historic Bridges Conference" on March 11 in Columbus. Histori- ans and engineers will present different perspectives on preserv- ing and maintaining historic bridges. Registration is $90. Contact OSU Dept. of Confer- ences and Institutes, Historic Bridges Conference, P.O. Box 21878, Columbus, Ohio 43221 (614) 292-4230. The Planners' Training Service and the American Institute of Certified Planners (AICP) will sponsor an urban design workshop on March 28-29 in Seattle. Jon- athan Barnett, Jerold Kayden and Mary Means will lead the confer- ence and explain how to organize and administer an urban design strategy. Registration is $310. Contact Mary Pintar, AICP, 1313 E. 60th Street, Chicago, Ill. 60637. (312) 955-9100. The Society of Architectural Historians will hold its 1988 annual meeting in Chicago, April 13-17. Contact SAH, 1232 Pine Street, Philadelphia, Pa. 19107. (215) 735-0224. Apri129 is the deadline for applications to the Museum Assessment Program (MAP). MAP is a free consulting service provid- ing museums with practical assistance concerning programs and operations. Contact the MAP Coordinator, American Associa- tion of Museums, 1225 Eye Street, N.W., Suite 200, Washington, D.C. 20005. (202) 289-1818. The Vernacular Architecture Forum will hold its 1988 annual meeting in Staunton, Va., May 11- 14. Contact Pamela Simpson, Washington & Lee University, Lexington, Va. 24450. (703) 463- 8400. forum Newsletter is published six times a year by the National Trust Eor Hisroric Preservation. Members of the National Trust's Presenauon Forum receive six issues of Forum Newsletter. Four issues of Preservation Forum. twelve issues of Preservation News and six issues of Historic Preservation as benefits of membership. Annual dues are 575.00. Qualifying individuals may subscribe to Preservation Forum and Forum Newsletter for SI8.00 per year. Application to Mail at Second Class Postage Rates is Pending at Washington, D. C. Postmaster: Send address changes to the National Trust for Historic Preservation, 1785 Massachusetts Ave., N.W., Washington, D.C. 20036. Copyright ©1987 National Trust for Historic Preservation in the United States. Support for the National Trust is provided in part by matching grants From the U.S. Department of the Interior, National Park Service, under provisions of the National Historic Preservation Ac[ of 1966. The opinions expressed arc no[ necessarily [hose of the U.S. Department of the Interior. Februan' 1988 Volume 2, Number 1 National Trust for Historic Preservation 1785 Massachusetts Ave, N.W. Washington, DC 20036 (202)673-4296 FIRST CLASS U.S. Postage PAID Washington, D.C. Permit No. 8803 71253934 E SARATrGa HcRITAGE PRFSF~VATICN CGMNISSIOK 13777 FUITVAL~ AVENUE CITY QF SARATCGA SARATCGA CA 95070 ~ o~ ~t ~ ~a • ~" C~B~S ~ o~ ~~~~OC~L~ 13777 FRUITVALE AVENUE SARATOGA. CALIFORNIA 95070 (408) 867-3438 COUNCIL MEMBERS: Karen Anderson Martha Clevenger Joyce Hlava David Moyles Donald Peterson • Dear The Saratoga Heritage Preservation Commission is pleased to inform you that your (tyke of structure) at (address) has been selected as one of the important historic buildings of Saratoga. The Commission has recently completed an Inventory of historic buildings in our community with the goal of encouraging preservation of these valuable historic resources. The attached sheet is a copy of the Inventory form for your property which gives information about the building, the property and its history. We would appreciate your review of this form to let us know if there-are any changes or additions you wish to include. The purpose of the Inventory is to establish a documented list of historic properties that are recognized in our community. Being listed on the Inventory does not restrict you in -the use or maintenance of your property in any way. In fact, as an Inventory property, you will be able to make use of the State Historic Building Code, an alternative set of building regulations that are intended to facilitate the rehabilitation and preservation of historic buildings. In addition, your property may qualify for designation as a Saratoga Heritage Landmark, a special category of outstanding and exemplary historic properties that are identified in the community by a handsome bronze plaque. The Heritage Preservation Commission was established in 1982 to assist with and encourage preservation of the numerous historic buildings and areas of the City. The Commission is a group of seven citizens selected by the City Council from various backgrounds, including an historian, planner, general contractor, architect, artist and other e~he~ similar professions. One of the Commission's primary duties, as set forth in the city code, has been the completion of this Inventory, which has been prepared in accordance with guidelines established by State Office of Historic Preservation. The Inventory data have been gathered from a variety of sources, including historic documents and books, local citizens, and existing and state inventories that contain information on Saratoga prope ties. ~)r~ W' • If you have any questions, please direct them to the Commission through Valerie Young, our staff person at City Hall (867-3438). One of the commissioners will be happy to meet with you to discuss the Inventory and answer any questions you may have. You are also invited to attend our commission meetings which are held on the first and third Wednesdays of each month in the Saratoga Community Library Meeting Room at 3:00 p.m. Again, the Heritage Preservation Commission is pleased to send you this letter informing you that your home is part of the history of Saratoga as one of the eighty buildings selected for the Inventory. `~ Sincerely, Members of the Heritage Preservation Commission Elizabeth Ansnes Roy Cameron Norman Koepernik Sharon Landsness Richard Tyrrell Barbara Voester Warren Heid, Chairman ~~ HERITAGE PRESERVATION COMMISSION • Options for Adopting the Inventory Presented in order of preference 1. Personal Letter - sample draft attached All information is given to owner using the same contents Personal as each letter refers to each owner's property Provides a record of information given and requests info on accuracy Requests that owners call for further information and input .Individual attention without mass attention 2. Personal Contact by Commissioner Good method if information is given to each owner with same format Probably will have to give some written information including page from inventory for review and check on accuracy More time consuming to commissioner Individual attention with input by commissioner the same basically for all property owners 3. Neighborhood Meeting _ Time and location must meet all owners and commissioners More open discussion with possible problems for personal attention Possibly more open opposition Will need more than one commissioner Written information for each owner to be presented with some info more compl ete than others Must request written input on accuracy 4. Public "Town Meeting" Cannot depend on all of owners attending at same time Back~'up letter to each probable with sheet for each from Inventory Longer meeting as each will want their problems solved at meeting All of commission will have to attend, therefore this meeting should replace commission meeting Less personal therefore more discussion openly at meeting which could cause more concerns 5. Notice in Saratoga News and Mercury-News Very impersonal No back up information on accuracy No record that owners read papers The only time that anything should be in the newspapers is when tP-e Inventory has been approved and a good, thorough and constructive article is written for the newspapers, listing all properties and types of buildings and dates Warren B. Heid ~~ DRAFT February 17, 1988 Mr, and Mrs. John R. Kahle 20601 Brookwood Lane Saratoga, CA 95070 Dear Mr. and Mrs. Kahle: As the chairman of the Saratoga Heritage Preservation Commission, I am pleased to inform you that your residence on Brookwood Lane has been selected as one of the ' important historic buildings of our City. The Commission has prepared an Inventory of historic buildings in our community with the purpose of encouraging and promoting preservation of these valuable heritage resources. The attached sheet is-a~copy of the page of thb~'Inventory for your Brookwood Lane home which gives information about your property, the building and the history. In order to assist the Commission, we would appreciate your review of its contents to verify the accuracy and inform us if there are any changes you wish to include. One very important, part of this study of historic buildings, and our Inventory, is that your building has been only listed as an outstanding historic building to be recognized by the community. In no way does this Inventory prevent you from the • use of your home or restrict you in any way. Our position as a commission is one of encouraging preservation, and our feeling is that you enjoy an older home, its historic background and are very proud to have it as your home. It is our hope that you might wish to include your home as a Designated Heritage Resource. Being included in this Inventory will assist you to preserve your home using the City Ordinance. As a Designated Heritage Resource you can apply the Historical Building Code of the State of California for the rehabilitation of your home, thus maintain- ing its historic quality. . The Heritage Preservation Commission was established in 1982 to assist with the preservation of the numerous historic buildings and areas of our City. This Commission was selected from qualified citizens from various backgrounds, including a California historian, a planner,~a general contractor, and architect, an~lartist and other similar professions. They have been working with various county and state lists of historic buildings to select the valuable heritage resources of our City. If you have any questions, please direct them to the Commission through Valerie Young, our staff person at City Hall (867-3438). One of the commissioners will be happy to meet with you to discuss our Inventory as it applies to your home. You are also invited to attend our commission meetings which are held on the first and third Wednesdays of each month ih the Library Meeting Room at 3:00 p,m. Again, on behalf of the Heritage Preservation Commission, I am pleased to~send;you this letter informing you that your home is part of the history of Saratoga as one of the eighty buildings selected for the Inventory. Sincerely, Warren 6. Heid, Chairman HERITAGE PRESERVATION COMMISSION :~ 1~ • CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION AGENDA DATE: Wednesday, March 2, 1988 - 3:00 p.m. PLACE: Saratoga Community Library Meeting Room 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting --------------------------------------------------- I. ROUTINE ORGANIZATION A. Roll Call B. Approval of Minutes of 2/17/88 C. Posting of Agenda D. Oral and Written Communications II. OLD BUSINESS A. Adopting the Inventory - Discussion .. III. NEW BUSINESS A. Selection criteria for Inventory properties IV. ITEMS~INITIATED BY THE COMMISSION V. ADJOURNMENT i r: ~i ~, CITY OF SARATOGA • HERITAGE PRESERVATION COMMISSION MINUTES DATE: Wednesday, February 17, 1988 3:00 p.m. PLACE: Saratoga Community Library, 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting I. Routine Organization A. Roll Call Present: Commissioners Voester, Heid, Koepernik, Tyrrell Absent: Cameron, Landsness, Ansnes Staff: V. Young B. Approval of minutes of 2/3/88 Commissioner Voester recommended the addition of the editor's name of Pen's Pictures, in item III-A. ~:M/S Tyrrell/Voester to approve the' minutes as corrected. Passed unanimously. C. Posting of Agenda Staff noted the agenda was posted at City Hall on k'riday, February 12, 1988. D. Oral and Written Communications Chairman Heid distributed a letter he received from Peter Olsen, applicant for the Meagher-Smiley adobe property subdivision, regarding his intent to designate the property as a historic structure at the federal, state., and local levels. V. Young told the Commission that the subdivision application had been reviewed at a Planning Commission study session the previous evening (February 16), and that it would be reviewed at another study session on March 1 and then heard again at a public hearing on March 23. II. New Business A. Options for adopting the Inventory V. Young said that the memo prepared by Commissioner Ansnes was meant as a starting point for discussion of this issue. Chairman Heid had also prepared a memo and sample letter and distributed them for the Commission to review. The options for public notification on adopting the inventory are: public "town meeting", neighborhood Y ~ Heritage Preservation Commission Minutes - 2/17/88 meetings, personal contact by letter or visit, and adopting the inventory with minimal noticing. Commissioner Voester felt that a town meeting may be too overwhelming and favored a more personal approach. V. Young spoke on behalf of Commissioner Ansnes, stating that she also favored a personal approach. Chairman Heid favored a letter; he briefly went through the sample letter he had prepared. Commissioner Tyrrell felt that the letter would be appropriate for most property owners, but in some cases a phone call or personal visit may be better. There was consensus to use the letter prepared by Chairman Heid as a starting point. Commissioners Heid and Ansnes will work with staff to prepare another draft for the full Commission to review at the next meeting. B. Publishing the Inventory V. Young showed various examples of inventories--and historic building surveys to the Commission. There was general discussion on the type of publication or book that would be produced from the Inventory. Decisions on this issue will be made after the Inventory is adopted. III. Items Initiated ~ the Commission Commissioner Voester shared a sample application form for landmark alteration permits from the City of Frederick, Maryland, and asked that it be noted and filed. IV. Adjournment The meeting was adjourned at 4:45 p.m. The next regular meeting will be held on Wednesday, March 2, 1988 at 3:00 p.m. Respectfully submitted, Valerie Young secretary to Commission ~C°~~(~ n ~ ~ ~0~~ -~, 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 • (408) 867-3438 MEMORANDUM TO: Heritage Preservation Commission DATE: February 24, 1988 FROM: Valerie Young, Secretary to Commission SUBJECT: Selection criteria for Inventory properties ---------------------------------------- One of the important components of preparing a heritage resource inventory is evaluation of the properties according to selection criteria after the inventory forms have been completed. The result of this evalu- ation will determine which properties will or will not be included in the inventory. Attached are two samples representing the two extremes of evaluation criteria. As you can see, the criteria can be as simple as Prescott's (i.e., "only buildings with complete files were inventoried") or as complex • as Santa Cruz's, where each building was given a numeric score iri five separate categories, then rated according to the total points. The City of Saratoga already has a good set of criteria for the designatio~~of heritage resources in the City Code (also attached). These criteria are relatively detailed and closely match the eligibility Criteria for inclusion in the National Register. The only criterion that is missing relates to "integrity." Is the property as it stands now substantially the same as it was when it gained its significance, particu- larly in terms of location, design, setting, materials/workmanship and association (particularly with a district)? Rather than using a numeric ranking system, I would recommend using the existing designation criteria already established in the Code, with the addition of ari "integrity" criterion. When you go through your final review of the inventory forms, each property can be evaluated in terms of how it meets the criteria and whether or not it meets the "integrity test." A notation relating to this evaluation can be made right on the form so a record is kept as to why or why not a property is selected. • ` ~Iistoric Properties of Prescott The following section contains Arizona State Historic Property Inventory Forms for seventy-two Prescott buildings. Copies of these forms have been submitted. to the State Historic Preservation Officer: a standard means of reporting information about historic resources in the state. Upon receipt of the forms all of these properties were entered into the State Inventory of Historic Places. Buildings chosen for the inventory were initially identified as potential historic resources in a wind- shield survey by volunteers from the Yavapai Heritage Foundation. These structures were then researched by more volunteers and a file was prepared for each. Only buildings with complete files were inventoried. Of more than one hundred properties with files approx- imately thirty had incomplete documentation as of January, 1978. These buildings will form the core of future research efforts by the Foundation. ~~ . ::' ~ - - ~~ ~. ~ -- , .,~ .~~ , < t r b ) YET t t 'y2.-14. L~li. ~' `~j~i , ,} ~ - EDI~lUND .'FELLS RESIDENCE. This is the way the building Looked about 1890. For a contempor- ary view see Inventory Form 103. (Yavapai Heritage Foundation) . mua,cuu~~~,~~,iw~.u,:... --1--- - ~~.. ~ - w i:,UCIpi~P~p. ; .:~h~ie~''h~~ - e, 25 '~ DIETI [ODOLOGY The Santa Cruz Historic Building Survey is a complete survey of all structures within the city limits of Santa Cruz. The field survey was undertaken by a three member team composed of urban and architectural historians, architects, and a planner doubling in the roles of photographer and recorder. Although the photographer and recorder varied, one member of the team was present every day of the survey for contin- uity. The survey was accomplished by walk- ing and driving through the entire city. The field survey itself took twelve days of t}ie three month project time. Cards were compiled on over 500 buildings constructed before 1930, 330 of which appear in this final report. Criteria Structures were selected for the survey on the basis of historical and cultural, en- vironmental, and architectural significance according to the criteria set forth in the "Historic Preservation Plan" by the Santa Cruz Department of City Planning and adopted by the City Council as an Amendment to the General Plan of the City in September, 1974. These criteria are drawn from similar 1.7 studies made all over the United States includ- ing the College Hill Study in Providence, Rhode Island, and Vieux Carre study in New Orleans, two of the best 'such projects, and the guide- lines of the National Trust for Historic Pre- servation. T}ie•criteria adopted by the Coun- cil as listed in the 1974 Santa Cruz "Historic Preservation Plan" are: 1. Historical and Cultural .Significance - Is the building particularly representative of a distinct historical period, type, style, region, or way of life? Is it an example of a type of building which was once common but is now rare? Is the building of greater age than most of its kind? Is the building connected in any way with someone w}io was famous, important, or a local personality? Is the building connected with a business or use which was once common but is now rare ? Is the architect or builder famous or well recognized? 2. Architectural Significance - Are its construction materials used in an unusual, significant, or effective manner or style? ~~ ~o ,~ N rti • Is the overall effect of the design of the structure beautiful, or are its details beautiful or unusual? Is the style of the building unusual for its area, for Santa Cruz, for California, or is it unusual any place? Does the building contain original mater- ials or worlQnanship which can be valued". in themselves? Is the method of construction employed or the floor plan used one which is un- usual, ingenious, or significant? Is the structure especially well- pre- served or .could it be restored to its former condition? 3. Neighborhood Setting - Is it particularly well-related to its site or to existing buildings? Does it express its function or method of con- . struction well? Is the structure visible or accessible to the public? Is the present setting appropriate (trees, walls, yard, etc.)? Is the surrounding land use a signifi- cant factor in preservation of the structure? 18 •~ ~ Survey Cards A copy of the survey card used in this study appears below: CHARLES HALL PAGE & ASSOCIATES b 0 ~' wnan a Env~,omm~mal Pl,nn~nF a oo.~~;n _~ a ~ 100 n1nntKumcry SUee1 • San franr~sro, Cablorn~a 9J101 • 11151 162-5151 l~l. HISTORICAL/ARCHITECTURAL SURVEY FORM Street Add rezs: File Numbc r; Name of Structure: Da [e of Construction: Present Owner: Building Type: Original Dwne r; ~ Building Material: Prevent Usc: Builder: Original Use: Archit_c t: Occupantls): Style: Additions a AI mratlons: Si gnifican[ Architectural fr.a to re s: Ancillary Structures; EVALUATION Pdj aeon[ land Uses: Miatnrical 51gni (icon cc National Intrusion cn lle ighburhood?; State C o~mmni ty Architectural Significance as an Example of its Style Exceptional Excellent _ Good Fair - -' Poor Importance [o Neighborhood Great _ Phc[o Moderate _ Minor Desecration of Original Design None or little _ Moderate _ Considerable Physical Condition -- Structures _ Grounds _ Neighborhood -a tc: By; Checked: Mapped; It }Zas been adapted from the Historic Savan- na}~ survey publication lJlt}1 a -ew changes to meet the particular conditions of Santa Cruz. A card was filled out in the field on every building deemed to be of architectural inter- est, alld each building was evaluated in the box on the card. In a few cases a single card was fillet} out on two or more build- ings w}len those buildings were considered more important as a group. In such a case there is a single evaluation for the card. A photograph was taken for each card. All of the completed cards, which contain more detailed information than appears in this report and including over 150 which are not in this report, are on file with the City of Santa Cruz. Historical Information Following the architectural field survey, each structure was examined for its histor- ical significance based on the very thorough information in the recent guidebook, The Sidewalk Companion to Santa Cruz Architecture, by John Chase. This information was added to the back of each card and served as the basis for the historical evaluation and the historical information that appear in the brief paragraph about each building in the final report. Evaluation Each building in the survey was evaluated on a scoring system developed in the }}istoric Savannah survey book and based on the criteria above. f-}istorical Significance accounts for. 30% of the total score, Physical Condition accounts for 200 of the total score, and con- siderations relating to the design of the building, broken down into Architectural Sig- nificance, Importance to Neighborhood, and Desecration of Original Design, account for 50% of the total score. The scoring breakdown, in points, is as follows: Historical Significance - 300 of total score: National 30 State 20 Community 15 In most cases, no special historical or cultural significance was indicated, and the score for this item is 0. Architectural S its ,Style - 250 Exceptional Excellent Good Fair Poor ignificance as an Example of of total score: 25 20 15 5 0 Architectural merit is rated by itself, apart from any other considerations. Generally speaking, structures of "Poor" style were surveyed and appear in this report only when they possess historical or cultural significance. The buildings 19 • are rated on exterior features alt}iough f "Considerable" alterations are extensive a e~a outstanding interiors are n-en- tioned i th or permanent changes to t}ie original de- n e text. sign that destroy its architectural inter- Importance to Neighborhood - 150 of total est. score: Great 15 Physical Condition - 200 of total score: Moderate 10 Structures Minor 0 Good 10 - Fair 5 " This rating considers each structure in Poor 0 relation to its immediate environment. Grounds A building of only "Fair" architectural Good S importance may, by virtue of its size, Fair 2.5 scale, materials, or other qualities, Poor p constitute a very important element in the fabric of a street or neighborhood. Neighborhoods Such a building would be rated as of Good 5 "Great" importance to the neighborhood. Fair 2 5 Another building may be of "Exceptional" . Poor 0 architectural importance, but be so hid- den by trees or otherwise obscured by its site that it is onl of "Minor" i - "Good " structural condition means the build- y mpor tance. The majority of buildings in ing appears to be sound and in need of no i this report were considered to be of more ser ous maintenance than painting or restoratio f 'mToderate" environmental importance. n o non-structural or ornamental details. "Fair" condition means rotting Desecration of Original Design - 10% of wood may be visible, the roof may need re- s}iinglin or a sa i h total score: g, gg ng porc may need re- placement. "Poor" condition means there None or Little 10 Moderate 5 are serious structural problems visible Considerable 0 from the outside. The grounds are rated on their physical Structures with minor and/or compatible condition and not on the aesthetic quality alterations were rated 'T1one or Little." or appropriateness of the landscaping. "Moderate" alterations are inappropriate Grounds are rated "Good" if they are well but not irreversible, such as exterior ~ maintained or "Fair" if they lack main- metal fire escapes on a Victorian house. tenance. Grounds are usually marked "Poor" r, 20 only in the absence of significance or purposeful planting, as in a yard over- grown with weeds, hare, or paved. T}ie "Neighborhood" in this case refers to the physical condition of the inune- diate surroundings. T'he aesthetic or environmental relationship of a build- ing to its surroundings is evaluated above under "Importance to Neighbor- hood." Here, a modern house next to a Victorian may be inappropriate, but if it is well maintained, the neigh- borhood is "Good." On the other hand, a house may be in a row of compatible houses which are in "Fair" or "Poor" condition and be evaluated accordingly. Half of the points in this category relate to the structure and half to its environment. The evaluation of physical condition is purely a visual one. Evaluation Advisors Once the field survey and preliminary scor- ing were completed, a panel of three inde- pendent evaluators came and reviewed all the cards. The evaluators made notes about the buildings and the analysis of them and discussed the survey with the survey team. ~lany suggestions of the evaluators are in- corporated in this final report. Rating the Scores After each card was scored, it received one of these four ratings: Exceptional 75-100 Excellent 60-74 Good 45-59 Fair 20-44 This report includes all structures with rat- ings of 45 and above. These are noted as Good, Excellent, or Exceptional. Structures with Fair ratings were included only when a "Fair" or "Poor" physical condition was responsible for the low score. A building cannot be rated Excellent if it has no historical significance unless it is at least "Good" as an example of its architectural style and of "Great" impor- tance to neighborhood. A building cannot be Exceptional unless it rates at least "Commun- ity" under Historical Significance, regardless of its architectural value. The final score distribution resulted in the following breakdown of ratings: 15 Fair, or 5% 187 Good, or 580 75 Excellent , or 24 0 40 Exceptional, or 130 The scoring system used in this survey is a planning tool. It is most useful as a means of combining judgments about different kinds of values for a single building. T'he result- ?1 ~~ ~ ~ ~ ing composite score is t}ien amenable to com- parison with others. I-Iowever, it is not a precise method of determining the relative values of buildings tiaith nearly equal scores. It is not a more precise method in large part because the material in question is not sub- ject to such precision. For this reason the ratings that accompany the description of each building in this report are intention- ally broad. As a means of arriving at groups of buildings of similar value, this system is a useful tool but it would be a misuse of the system to understand it any other way. Format unique situation. Date of construction, architect - Circa (Ca.) is used to denote approximate date of construction if exact date is unknocan. Architect's name appears only when known. The absence of an architect's name on the majority of buildings reflects Santa Cruz's stock of good, builder's houses. The paragraph accompanying each presentation attempts to summarize the notable environ- mental, cultural, historical, and architec- tural significance of the structure. The rating below the paragraph is deter- mined by the scoring evaluation described above. Each structure or site is documented by a The survey material is divided into eleven photo and the following information: areas of the City outlined on the map on the following page. The areas relate to exist- Address of structure or site - Street ing historical, geographical, and planning address is used (unless the exact numer- conditions, and are intended only to facili- ical address is not visible or known) tate presentation of the material. even when it differs from the address of record. Architectural style - Formal recognized terms are used (see "Styles " appendix for definitions) when applicable. Such application may show the dominance of one stylistic element over others when a strict style is not .expressed in the building's design. In some cases where no recognized term exists a composite style is indicated by a slash or a brief descriptive term is used to describe a 22 ~~ ~ ~ ~ Heritage Preservation X13-15.010 •C, ARTICLE 13-15 DESIGNATION OF A HERITAGE RESOU$CE Sections: 13-15.010 13-15.020 13-15.030 13-15.040 13-15.050 13-15.060 13-15.070 13-15.080 13-15.090 13-15.100 S13-15.010 Criteria Applications Study of proposal Objections to proposals Recommendation by Heritage Commission Historic landmark Heritage lane or historic district Notice of public hearings Notice of designation Termination of designation *** Criteria The Heritage Commission may recommend to the City Council designation.of a proposal as a heritage resource if it satisfies any one or more of the following criteria: (a) It exemplifies or reflects special elements of the cultural, social, economic, political, aesthetic, engineering or architectural history of the City the , County, the State or the nation; or (b) ' ~It •i~ identified with persons or events significant in local, county, state or national history; or (c) It embodies distinctive characteristics of a style, type, period or method f o construction, or is a valuable example of the use of indigenous materials or craftsmanship; or (d) It is representative of the notable design or craft of a builder, designer, or achitect; or (e) It embodies or contributes to unique physical characteristics representing an established and familiar visual feature of a neighborhood or district within the City; or (f) It represents a significant concentration or continuity of site, buildings t , s ructures or objects, unified by past events or aesthetically by plan or physical or natural development; or (g) It embodies or contributes to a unique natural setting or environment constituting a distinct area ar district within the City having special character or special historical, architectural or aesthetic interest or value. • • ~~~ ~~ ~~~~ ~ ~ Mlu,s \~ This was a matching grant program and the historic character, and use it in a manner local matching funds needed to be committed at ~ compatible with the historic characteristics. the time of application. Therefore, these grant ~ monies were only useful for projects that were; Contracts must be made fora 10-year period, already planned or under way. Additionally, the.j during which time the owner is entitled to a matching requirements of the program made itf reduction in property taxes under the Revenue best suited to smaller scale projects. Unless the and Taxation Code Section 439. Until amended local government, for example, was willing to put in 1984, the Mills Act was not widely used. The up a monetary match greater than the approxi-' amendments, however, have made it more pala- mately $100,000 the state was likely to grant, the table and have eliminated, among other things, funds provided only minimal assistance on pro the requirement that the property be made open jects over $200,000 in renovation costs. ~ to the public for a limited number of days. • Mills Act Adopted in 1972 and amended in 1984, the Mills Act provides for a reduction in property taxes on a historic property when certain condit- ions are met. Owners of designated historic properties must enter into a preservation con- tract directly with the local government agreeing to restore the property if necessary, maintain its Use of the Mills Act requires a contract professionally drawn up between the historic property owner and the city. The city (or county) must monitor the provisions of it until its expiration. The county tax assessor is directed by state law to adjust the assessed value of the property downward to reflect the restrictions placed on the property. A lower assessment will result in lower taxation. SAMPLING OF HISTORIC BOND ACT GRANTS During the 1985 funding.year OHP made 44grants averaging 594,000 each under the Historic Bond Act grant program. A sampling of representative projects is shown below. A.K. Smiley Library (Redlands) Philanthropist Albert K. Smiley gave to the City of Redlands a public library in 1898 designed in a Mission Revival style with solid brick walls 13"-17" thick The library will be seismically retrofitted to meet earthquake standards so it may continue to serve the citizens of Redlands. Placer County Courthouse (Auburn) The Placer County Courthouse is a monumental representation of the grand civic buildings construc- ted in the 19th century. Adorned with magnificent domes, the unreinforced brick structure, built during the period between 1894 and 1898, will be complete- ly rehabilitated for use by the county courts system and the general public. Chew Kee Store (Fiddletown) The Chew Kee Store is a historically significant structure associated with pioneer Chinese Americans in Amador County. Constructed of ram- earth adobe, an ancient building technology brought from C4ina, the Chew Kee Store will be restored using modern adobe restoration technology to ensure the preservation of the building and its contents as an herb store museum. Arcata Hotel (Arcata) Restoration of the Arcata Hotel was completed in August 1986 to provide accommodations for tourists and visitors to the California north coast region. This is a joint private and public enterprise sponsored by the Arcata Economic Development Corporation. Gold Bug Mine (PlacerUille) The Gold Bug Mine is a unique, existing example of a gold producing mine located in the California Mother Lode region. The mine tunnel and entrance will be stabilized and restored to provide an extensive interpretative program illustrating mining activities within an historic mine environ-ment. La Casa Primes Rancho San Jose (Pomona) Built in 1837, this was the first home of the Don Ygnacio Palomares family. Suffering from fractured exterior walls, old flooring in need of repair and interior dampness, the one-story adobe house will be fully restored for use as a museum and site for hosting special events, weddings and other local gatherings. • . , 36 Mills Act contracts have the net effect of freezing the base value of the property, thereby keeping property taxes low. Often the benefits ' are minimal the first few years, but as the value of the property climbs, a significant property tax savings may be experienced. Mills Act contracts ; remain in force upon resale of the property; if a significant jump in assessed value results from the resale price, the property tax bill remains low. ! Marks Historical Rehabilitation Act • This act provides authority for cities, counties, and redevelopment agencies in California to issue tax-exempt revenue bonds for the purpose of financing historical rehabilitation of buildings with local, state or national significance. The act specifies the conditions and criteria under which the bonds can be issued. Though these are quite generous, the Marks Bond Act program has been rarely used in California, seemingly because of the requirement that developers may make no more than $10,000,000 on capital expenditures. Cities or counties are rarely willing to expend the time and money involved in issuing bonds for this small amount. If, however, several major historic projects are undertaken in a jurisdiction at once and the rnllective costs and expenses total an amount high enough to justify staff time and fees to issue a bond, then the Marks Bond Act may prove .to be a useful and desirable tool. ~, ... ~:~. A.K. Smiley Library (1898) in Redlands was a recipient ova restoration grant in 1985 as part o f the State Historic Bond Act program. photo by Darrell Cozen Conservation Easements Conservation easements, otherwise termed "facade easements" in reference to historic build- ings, may be created for the purpose of retaining scenic open space or for protecting an historic building. Section 815 of the California Civil Code contains the enabling legislation for conservation easements. Easements are private party agreements donated to and held by a qualified nonprofit corporation (which may be a municipality) whose charter has historic preservation as part of its public purpose and which is authorized to hold title to real property. By way of the agree- ment, the property owner agrees to preserve the historic building in perpetuity. The easement establishes an enforceable restriction which may prevent the property from being used at the "highest and best use" otherwise allowed by. the underlying zoning. As with the Mills Act, the presence of an enforceable restriction limits the increase in assessed valuation which correspondingly limits the amount of property taxes that can be levied. Many local preservation organizations throughout the state now hold facade easements or have the capability to do so. Easements are best managed by a local group near at hand to the subject property. If a qualified group does not exist in your region, the California Preser- ~, - ~.. .~ 37 '~ - . ,.•. ~sy~ i ~;. ~ ~ ~ } ~` ~~'~k~a-ffit;'..'s~va,{.4! $r~j'`~ lV r~. ji" ~`~'~L~~~. /n __. ~~ ,.~-~~i7 iG+ n 4 ~~, ~ t. ~. 56 III TAX & FINANCE Since the mid-1970s State and federal tax incentives have been enacted to encourage the preservation, maintenance and rehabilitation of culturally significant sites, buildings and neighborhoods. The federal Tax Reform Act of 1976 was landmark legislation, creating for the first time tax depreciation and amortization incentives which had previously been available only on new construction. Two years later the federal Revenue and Bond Act (1978) introduced a 10% income tax incen- tive program to encourage the rehabilitation of historic buildings. More recently, the federal Economic Recovery Act of 1981 (PL 97-24) has estab- lished an income tax incentive for historic preservation, further reducing the previous bias in favor of new construction. During the 1970s the State Legislature enacted several bills intended to encourage the preservation of California's historic and built environment. At the present time most federal and State incentive programs are aimed at salvaging commercial and business properties. The face-lifting and renova- tion of older office buildings, the innovative reuse of abandoned warehouses and obsolete factory spaces in cities and towns throughout California and across the country offer ample evidence of the success of preservation tax incentive programs. _ Unfortunately, the restoration of single family dwellings has not been encouraged to the same extent. Residential property owners are offered few financial incentives to restore or preserve historically or architecturally sig- nificant homes. Recognizing that the existing tax incentive programs represent important steps toward preserving, protecting and restoring the historic and architec- tural resources of the State, the Task Force's research and consultation led to the conclusion that California's current tax incentives are still insufficient and need to be revised to be workable. - ~ PROPERTY TAX INCENTIVES Mills ACt The Mills Act (California Government Code Section 50280 et seq. and Revenue and Tax Code Section 439.1) was intended to promoted the preservation and rehabilitation of historic properties by providing property owners with significant property tax relief realized over an extended contract period. The Williamson Act, which provides a property tax incentive for. preservation of agricultural property, was the model for the Mills Act. Under ~ the Mills Act, a property owner enters into a contract with a local government which requires the maintenance of the historical property and allows a - I ~ property tax reduction. The Mills Act is the only State tax incentive, except for income tax deductions deriving from permanent donations of easements, I which applies to historically significant single family homes. TASK FORCE FINDINGS . The Mills Act is overly complex and difficul[ to use. Since its passage in 1972 fewer than six property owners in California have taken advantage III TAX & FINANCE 57 of its provisions. Property owners are discouraged from using the Act be- cause: • The lengthy contract period (20 years) exceeds the length of time prop- erty owners feel it is feasible to restrict their properties. • The current public access requirement includes the building's interior, a requirement most property owners, especially home owners, find un- acceptable. • The definition of eligible properties excludes many culturally significant properties. Local government agencies are reluctant to enter into Mills Act contracts because they fear revenue loss. TASK FORCE RECOMMENDATIONS • The definition of "eligible properties" should be redefined to include: • all properties listed as National Historic Landmarks • all properties listed on the National Register of Historic Places • all properties located in, and contributing to, registered Historic Dis- tricts (as defined under Internal Revenue Code 191(d) (2) ) • all properties listed in existing or future State, county or city registers of significant properties • • Reduce the current contracting period from 20 to 10 years. • Redefine "public access" to mean a site visible from public property or a place where the general public has access (such as a shopping center). Do not require access to the interior of the structure. • Allow.. the contracting party to impose a reasonable user fee on the property owner as a one-time application fee. • Establish athree-year pilot program in which the State Office of Historic Preservation will act as a contracting party with the property owner. • Local government can continue to act as a contracting party during . a pilot program. • Monies should be appropriated to reimburse local governments for lost taxes and for the State Office to administer the program. • Because there will necessarily be a limit on an appropriation for this pilot program, the State Office of Historic Preservation should develop criteria for selecting properties eligible to receive this benefit during the pilot program. • In developing the criteria, it should be kept in mind that there is no incentive for the preservation of significant private homes other than the income tax deduction allowable for donations of facade easements and this property tax incentive. • At the end of three years, the pilot program should be reviewed to determine the actual impact on local tax revenues and whether to continue the program. ~~ .. ~~^ . . i . ' , ICJ ._. :~.:.~ -------~•-- ~ - . ,.,~---R-. - , -. ...~.. . , - ----~- Main Street News ~ !^ -.: ' -.~~ ~i i ~~ • ^. ~- -- ~_._ ~____.-• r i1. L~ `~ . _: ti J.., •~+.~,~ 'T.:iii :':1 ~~~ ~~~~~~~ ~ ~F7~~~ ., ~'p~Ajpb a; ~!fY P7~ ~~ ~~-lii;;e4 ~'t.-~a~ ~~ilb~,~ i+AO~ Mary King The past year has been frantic. The community started a Main Street program, volunteers de- votcdincalculable hours and en- ergy to meetings and projects, the project manager is over- whelmed, the board president is ~,,; ~(Il~ exhausted. But everyone can see changes in the downtown. Some wonder whether the changes are good and whether their involve- ment is worthwhile. Others wonder why more did not hap- pen. They are skeptical about the Main Street program. It is time to step back, take a deep breath and reflect on the past year. What was accomplished? What were the disappoint- ments? What course is Main Street charting. for its future? People tend to approach pro- gram reviews warily. If done at all, they are performed in an in- formal, offhand manner, largely because no one is quite sure what to evaluate. In Main Street programs, like many other non- profitventures, the outcomes of a program are not always mea- surable. They may, instead, be changes of attitude or renewed confidence in the downtown in- vestment climate. These are positive results, consistent with I~latic~nal Trust f~~r 1-iistc~ric Prescrvatic~n ~I:;,h;.P ~~ E!+ahvnting Cr!n Rirret prr4rs^!s en a yrarly h:+~is is essrntlal to n<eacnre tl!e pnAntity tad gnallty o1 chano+!s nrcurrinq dn~mtnwn. (4ichard lrnnstrr,!h) • the mission of the program, but a clear bottom line is missing. Volunteers, board members and staff are thus a little anxious at the prospect of an evaluation. What is the standard, and what happens if it turns out the pro- gram is not functioning well? Are those hours and all that effort wasted? First of all, an annual review is not a report card. Main Street programs do not pass, fail or stay back a grade. The purpose of a yearly assessment is to get a fix on the program at given points in the Main Street process to ob- jectively assess strengths, weak- ... ,.q. ~f. - ~~ '~'': Smue dovmtuwn revitalisation activities, such as yrumuliuusl ev~nls, are easily verilia~le. • nesses and ways to improve per- formance. Evaluations are useful man- agement tools that help quan- tify some of the fuzziness that surrounds the work of mission- driven organizations. The most valuable result of a good evalua- tion process is that it allows the organization to define success on its own terms. Much of the anxiety surrounding the evalua- tion process stems from the fact that programs frequently do not start with a plan. Consequently, there is no standard against which to measure progress. Thus, the best argument for an annual work plan may be that it makes yearly evaluations easier. An annual evaluation need not be complicated. The most valuable process for a Main Street city is to review not only local programmatic activities, but also the effect Main Street has had on community attitudes and outside factors that influ- ence the program. Finally, it is useful to compare the local pro- gram's achievements with the experiences of Main Street cities nationwide. Sometimes it is difficult to be objective about the progress one's own program has made; consequently, the viewpoint of a knowledgeable third party can be useful. The National Main Street Center usually conducts year-end evaluations of local Main Street programs as part of its on-site services. People in- volved in astatewide downtown association or in another corn- - munity'scommercial revitaliza- tion program may also be will- ing to help out in the evaluation process. `~ ~"'`~ ~~,uiitl~~ ~t~~~~~ ~l!:,. ~~C~t~PS Main Street programs do not operate in a vacuum; ''`~ they will always be influ- enced by factors beyond their control. By understanding the larger environment, a program gains perspective about the past year's activities and Teams ways to improve effectiveness. A local Main Street program will want to assess three key areas: (1 ~ po- litical climate; (2j economic cli- mate; and (3) relationships with other organizations. Political climate. No external factor has a more significant im- pact on a Main Street program _than local politics. A .negative political climate can affect both the program's budget and its ability to influence city policies and priorities. A change in the political situation may require the Main Street program to de- velop adifferent strategy for dealing with the city. This can cause unavoidable delays in the program's activities. An annual assessment of the local political climate should answer the fol- lowing questions: ^ How has the Main Street pro- gram been most helpful to the city? ^ How has the city assisted the Main Street program? ^ What areas need greater coop- eration? N:~tiunal M:~in titrc~•t l'cntrr, Natiunal'I'iu+i hrc Ili~unic I'u.c~r.uu,n ^ What is the frequency any quality of communication be twcen Main Street and the city ^ Who are the important peopl at city hall and what are thei relationships with Main Street ^ What priorities has city coup cil identified for the comin i year? ^ What potential changes, in eluding elections, are antics pared in the coming year? Hov will they affect Main Street? i Economic climate. A commu nity's economic climate can also change rapidly. Fluctuations it an area's base economy will of ', feet jobs, municipal revenue. and discretionary income. Sud den changes in the downtowt 'i -economy, such as the loss of major anchor or the opening of competing shopping center, cat affect a Main Street program' work plan. Although Mait Street may not be able to alte sudden economic changes, i can often adjust program pri i orities to mitigate their effects 'I Flexibility in this instance i. more important than strict ad herence to a work plan devel oped when conditions were dif ferent. Relationships with other orga ~ nizations. Finally, relationship between the Main Street pro gram and other key group should be. reviewed. The sham ber of commerce, economic de velopment commissions anc councils of government all have interests that include down town but are broader in scope Their activities may either corn I plement or compete with Mau Street goals. Other organiza tions may be single-issue on ented, with a very narrow focus Still others, particularly service organizations, may be politi sally influential. Once the im portant organizational partner. are identified, Main Street cat assess its relationship with eacl by.answering a few key ques [ions: ^ What are the common areas c interest between Main Stree and the organization? ^ In what areas have Main Stree and the organization cooperates in the past year? ^ How can cooperation be im- proved? ^ Do the organizations share any board members? s ^ What is the relationship be- tween the staffs of the organiza- • tions? ;` :. ssossiog tiie LCC~I ` Js ~ Pi'Q~i'a,ll r1~. 1 The local oroeram as- f •~ ~ sessment should con- ;~,j ~ centrate on two areas: ~1) program activities and re- sults; and ~2j basic operations. Monitoring program activi- ties is as close as Main Street will come to establishing a bot- tom line. Quantifiable results will give the program credibility in the eyes of the community and will provide board members and other volunteers with a yardstick by which to measure their contributions. Many Main Street program re- sults are fairly straightforward. It is easy, for example, to count the number of promotional events and design improve- ments that occurred downtown. ' Amore difficult challenge is evaluating the quality of those results and determining which, in fact, were directly attribut- able to Main Street involve- ment. The issue of quality can be partly addressed by compar- ing the program activities to the work plan. How well did the pro- gram do what it planned to do? Those projects chat were de- tailed in the work plan and gen- erated by committees are more likely to meet the desired level of quality and overall objectives than those carried out in a hap- hazard manner. The issue of whether Main Street should take credit for all downtown activity, whether it was directly involved or•not, is one all local Main Street pro- grams face. The bottom line here is that results are results. Whether Main Street was di- rectly responsible for every ac- tivity isirrelevant. The program should monitor and report on all positive accomplishments down- town. By noting all changes that have occurred and then compar- ing the Main Street program's progress with its work plan, the staff can determine accountabil- ity without analyzing each ac- tivityfor its Main Street connec- tions. Main Street annual reviews often focus solely on the mea- surable, easily verifiable aspects of the program. Yet, how well an organization functions depends on how well it manages its human and financial resources. Review of the program's internal management systems is essen- tial to head off problems before they get out of hand. The key operational areas to assess in- clude: ^ Structural items. Are articles of incorporation, bylaws and tax status all in place? ^ Financial management. Are the budget and fund-raising plans complete and up-to-date? Are monthly financial reports available to the board and proj- ect manager? ^ Communication systems. How is communication handled between the staff and the board? Between committees? Between Main Street and its organiza- tional partners? ^ Leadership development. Is new leadership emerging? Is it encouraged? Does current lead- ership have the boazd's confi- dence? Has a system for succes- sion been established? ^ Committees. Have commit- tees been formed? How are they functioning? ^ Staff. Is performance satisfac- tory? Has a personnel review been conducted? Have commit- ments to staff concerning bene- fits and contracts been fulfilled? Finally, some time should be spent reviewing the way things get done. How people feel about the process will often determine how they feel about the product. Does the board encourage all of its members to participate in discussions? Is decision-making an open process? Is consensus valued? Does the board do com- mittee work? Does the board make effective decisions about downtown issues? These factors not only affect the efficiency of the organization; they also af- fect the morale of volunteers. ooicing at Attitudes - In addition to evaluating external factors, program results and basic opera- ~~' ~~ lions, Main Street staff should determine how people view the program. The attitudes of those involved with Main Street and those affected by it will indicate how well the pro- gram is being accepted by the community. The attitudes of volunteers are important because their time and skills are essential to the program's success. Find out whether volunteers are enthusi- aatic about their involvement, whether they support the direc- tion ofthe program and whether they feel their contributions are valued. Those who feel the effects of the program, such as merchants, property owners and downtown shoppers, should also be sur- veyed. They are Main Street's constituency-the gauge against which the program's credibility is measured. It is important to determine how these people feel about the program's activities. Do they see change occurring for' better or worse? Has their image of downtown changed? ;:-. -.~, oropariog ~~1ain strerr:t ~rugrarns Although there is no na- ~'"; tional standard for Main Street cities, certain pat- terns seem to be consistent throughout the National Main Street Center's network. In the Volunteers are essential to a Maio Street programg success. An annual review should determine whether they support We direction of We program and wheWer Wey leel Weir conlrihutions are valued. (Qaldwin Productions for HIASC) 3 C~ • ~~. /l.. Puhliclrind tlownlowu 6~provements can strengthen a Main SU'eet progra~ug credibility. A year- end resiew gi~tis the program an ercelleul opportunity Io define sod promote successful activities. (Jobu ticcYwau) first year, most programs con- centrate on organization and promotional activities. In the second year, the emphasis shifts to design projects and the begin- ning of work on economic re- structuring. The third year is generally focused on economic restructuring and development. It is also during the third year that strategies for institution- alizing the program are devel- oped. Projects become increas- inglysophisticated, fund-raising becomes more diversified, and the program will sometimes ex- pand its boundaries to include commercial areas peripheral to downtown. In its 10 years of experience with hundreds of communities, the National Main Street Center has found that successful pro- grams differ widely in the types of projects they carry out. Con- sistency is found in the basic characteristics of the organiza- tion.The traits most common to successful downtown revitaliza- tion programs include: ^ Dynamic leadership ^ A secure core budget ^ Realistic expectations about staff and volunteer capabilities ^ A high level of volunteer par- ticipation ^ A work plan with clear goals and objectives and exciting proj- ects that support those goals ^ Enthusiasm for the program's missions and projects among board members and volunteers ^ Well-run meetings in which decisions are made ~ A good relationship between the board and staff ^ A clear understanding of the roles of the board, the manager and the staff ^ Positive media coverage <~~~~.~.~. Dais far Euai~~tin~ .~ Pro~r~ss Analyzing these catego- ries requires a mixture of ^`` hard facts, observations, instinct and opinions. There are a few tools, however, that can be used to simplify this process.'A program may want to use all of Goals/Objectives Outcomes Process Acceptance Organization a. b. c. Promotion a. b. c. Design a. b. c. Economic restructuring a. b. c. Nauunal ~Iau~ Strrr~ ~:~•ntrr, Nanun.il Itwt fur Hisumc 11c>rnauun these tools or a combination de pending on its needs. Community evaluation form The National Main Street Cen ter has developed this form as ar annual evaluation tool to repor all downtown activity. The fora asks for background informs tion on the local Main Stree program. It also asks specific questions about each of the fou. points: organization, design promotion and economic re structuring. Total numbers anc value of building improvements. jobs created and lost and busi ness starts and failures are re quested. A narrative sectior asks for impressions about Mair. Street's effect on the communi~ ty, the program's greatest suc cess and failure and the relation- ship between the board and the project manager. The narrative can be completed by both the board and the manager. The form offers a good way to evalu ate quantifiable results and tc gain general impressions front those involved with the pro gram. Work plan assessment. The following simple form can be used to compare a program's progress with its work plan. The form is set up to review the work plan objectives against three simple criteria: ^ Outcomes. What results were produced? Were they the intend- ed results? ^ Process. Were the projects car- ried out in a manner consistent with organizational values? Was the process effective in gaining results? ^ Acceptance. Did projects win acceptance in the community? Were they compatible with com- munity goals? Scoring is simple. A "0" indi- cates that the objective was not addressed during the year; "1" indicates that the objective is being addressed, but unsatisfac- torily; " 2" means it is being ad- dressed satisfactorily; " 3" means the objective was com- pleted unsatisfactorily; and "4" means it was completed suc- cessfully. An objective that has not been met does not automatically sig- nifyfailure. It ismore important to understand why the objective was not achieved. It may have policies, also a concern of major q}~ p~ b~~n too broad orill-defined. Ex- contributors. Finally, evalua- _ ~~I~~~rt' ` pcctations may have been unre• [ions indicate where assistance ~~ ` -~',` ' `. ~'~` rrqq~~gg /~+~!Aa alistic, or resources and condi- is needed. Contributors might ""-•`"~ ~~-- ~~~~~ i>fl~~ UsPj~i lions may have changed. Filling direct theirfunds to strengthen a ~ j {~ out this form is a good exercise particular problem area indicat- ~•~~ to do with committees and ed by the annual review ~.~._..~~....,~_r,~.f'7 One of the oldest building mate ~~-' `~'' +'~T'~~`~~~ rials, stone has been used to cot I board members as it lays a foun- Volunteer recognition is an ~,~.• ,.. t struct monuments and impo: dation for developing the next area t y Y ';'s; ~.±~;~ ~~~~•~~>. ear's work lan. YPicall overlooked b .-i:~~~;<~~• tant public and religious strut Y P most Main Street programs. An cures, as well as thousands c Interviews. Just as it is impos- annual assessment clearly sible to gauge a program's sue- points out the contributions of everyday buildings on Mai; cess usin onl Street. In the United States g y quantifiable re- program volunteers and offers a '` ~""~'~, ~' stone has been the primary ma suits; so it is impossible to do a way to provide overdue recogni- ~~.•~•~~~. :;;~, ., ~,,,:,. terial used in public building i good annual review bawd solely [ion. Awards for service can be since the founding of the re on forms. In many communi- based on the year-end evalua- Public. The U.S. Capitol j1792 °~w'!' ties, Main Street's most impor- lion. The process can also indi- William Thornton] and the cant achievement is a change in cafe the need for new volunteers ',~°~:.•~:, White House j 1792, Jame: . attitudes, a result difficult to in specific areas. Coupled with a Hoban] are but two examples. quantify. work plan, an annual evaluation State capitols from Maine tc interviews and surveys are can be an effective volunteer re- ~ ,I California are built of stone thus important aspects of the cruitment tool. `'~ evaluation process. One-on-one A Main Street program typ- ~ often employing material quar• tied and processed in the state. interviews of board and commit- ically receives a good deal of me- ~:: Thousands of county court- tee members, conducted by a dia attention when it is estab- -=E houses third party, offer an excellent lished. Hence, the media are - hospitals andoother buildings .:: ~; way to gauge individual satisfac- interested in the program's prog- ~~.~± significant to Main Street use '~, [ion with the program. Opinion ress and will tend to evaluate its stone extensively. Monuments surveys are also an effective activities. If the Main Street 'v~'~c; and memorials from those hon- method of determining how the project has a clear set of goals oring Washington, Jefferson and board, volunteers and the genet- and a method of anal zin how Lincoln in the nation's capital to al public feel about Main Street well it has met those goals, it ~ and its accomplishments. Peri- will not be subject to the media's teries use smtonelas therm terial odic surveys also help the pro- interpretation of its progress. In- ~``~ `"~'°""'~ to commemorate our fore- gram monitor downtown's stead, the program can publicize ~ ~ "`~~~~ fathers. i changing image. its successes, based on the an- On Main Street stone was ntial review, thereby strengthen- _~~~ originally used as the primary = sing tiie Eualuatian ing local credibility. building material for banks. Finally, ayear-end evaluation _ - After the Revolutionary War, ~.'. The evaluation process is an im - portant management ~-~''°`'s""~_ many banks were started to fuel ~: ~ does not end with the tool. It points out existing or po- ~ `"'`{` '~`~'"'"'"'~ ` the economic development of ' l.. gathering and tabular- tential problem areas, thus al- - the new nation. Operating in an ' ing of information. An lowing for midcourse correc- unregulated environment, these evaluation is worthless unless it [ions. The evaluation process is used to strengthen the Main also refocuses the energies of institutions sought to project an Street program. It can be a valu- board members and staff on the image of strength and stability, able tool for fund-raisin volun- p g g hence the use of stone-a solid, i g, ro ram's oals and the resourc- expensive material-to con- teer recruitment, public rela- es needed to make those goals a struct theiredifices. An example [ions and internal management. reality. A yearly assessment also Evaluations are useful as keeps people enthusiastic about Se~ and tNauonal Bankt Ph bae fund-raising tools because they Main Street and their personal delphia X1817, William Strick- quantify results. Funding involvement by providing anob- land. sources want to know that their jective method of measuring dollars are going to an organiza- progress. As the mercantile economy lion that will get things done. People may be reluctant to expanded, particularly after the They are also interested in how Civil War, stores and office much volunteer participation a but dthetannual rt ual of taking buildings, such as the Auditori- program can attract. A good re- stock can become an extraordi- um Building in Chicago X1886, view process will be able to de- nary tool for strengthening the Sullivan and Adler, were built of [ermine the level and quality of Main Street organization. stone. Prior to the invention of volunteer participation. More- Mary King is a program associ- the passenger elevator, the ~ver, the fact that the evaluation ate with the Natrona) Main buildings on Main Street were rocess is institutionalized indi- Street Center. Formerly she was, usually less than five or six sto- cates that the program is con- coordinator of the Washington ties high. The stone walls of cemed with sound management State Main Street Program. these buildings were con- structed as they had been for S Properties of Common Building Stone smite Compressive Natucal Quarriesr Names Strength2 Texture olors Georgia Blue Diamond high fine to coarse gray or pink with dark specks Kecrshaw Pink high fine to coarse gray or pink with dark specks Congaree high fine to coarse gray or pink with dark specks Salisbury varies fine to coarse orange-pink Massachusetts Chelmsford Bullfinch varies fine buff, gray, white Extra Dark Quincy varies medium gray with black specks Milford Pink varies medium brown or pink with dark specks Plymouth varies medium soft grays and greens, buff, tan, yellow, brown purple Rockport vanes medium , gray Minnesota Cold Spring varies medium to fine brownish red, gray, pink, black Crystal Cray varies coazse gray, purple - Diamond Gray varies _ medium . .:.::.... :: light gray Opalescent varies coarse . ;, .. .. . dark green-gray with brown and black specks Rockville varies coazse light to medium gray Ruby Red varies fine brownish red North Carolina Balfour Pink high medium pink to reddish Carolina White high .medium light gray Mounc Airy high medium white to light gray Rowan Pink high medium white to pale pink - Pennsylvania French Creek high fine black ' South Dakota Cold Spring high fine brownish red Texas Texas Pink low coarse pink limestone-oolitic Indiana Indiana Low to moderate fine buff, gray Victor Htiro moderate fine buff Victor Rouge low coarse rouge, buff Kansas Junction City low fine buff Texas Cordova Cream low fine cream Liberty Hill Cream low fine cream Cordova Shell low coazse w/shells. light golden Limestone-oalomitic California Santa Maria high medium white, cream, rust - - Indiana Laurel Stone moderate to high medium buff, brown, gray Minnesota Kasota Cream moderate fine . cream, gray, buff Mankota Buff moderate fine cream, gray, buff Plum Valley moderate fine pink, tan Marble--6troups A and ~ Arkansas B moderate fine dark gray, gray with white or golden spots I Gcor},~a A moderate fine white with black veins, gray with dark gay veins, rose to light pink with green veins Tennessee A moderate fine dark pink, gray with blue veins, dark brown with white or pink specks, brownish red with white veins, grayish pink, light to deep red, pearl with blue veins, light brown with fossils e moderate fine black Vi•mrunt A moderate fine white, gray, mahogany red with white specks, white with green veins, cream with green veins, light green, green 6 N~wm.~l A1:un ticrcc~ ~'rntrr, N.uumal Tnut tur Hi.~unc Prcxrrcanun • - a~n~s~one Quarries' Names Compressive Natural Arkansas Stren thz g Texture Colors Rainbow Ledge Harmony Ledge moderate medium brown, tan yellow ink h Arizona Canyon moderate fine , , p , w ite, gra pink, brown, gray y Kaibab moderate moderate coarse pink, buff, tan Indiana Sienna low medium red, pink, brown, tan, yellow, cream buff Ohio Amherst fine , red, pink, brown tan Cleveland low low fine , gray, buff Briar Hill low fine fine gray, buff gray buff brow n, Pink 'Selected states only ZCompressive strengths are measured as follows: High-more than 20,000 psi (pounds pet square inchj, Medium-10,000-20,000 si Lo - less than 10,000 psi, Varies-compressive strength varies 'Marble is classified as follows. Croup A-sound stone with uniform and favorable working qualities, Group B-similar to Crou A , w with occasional natural faults, Group C-stones with uncertain variations and working qualities, Grou D- with large number of natural faults. Group A marble is usually selected for structural purposes or for veneers that are subject to µ, stone bur Croup B, C and D marbles arc usually selected for color and decorative purposes. p stmilar to Croup C stone but eathering. thousands of years-laying o stone atop another in a bed mortar. The stone was thus load-bearing support for t floors and roof as well as a dec rative finish for the building facade. With the development of th skyscraper in the 1880s, loa . bearing stone walls became im practical as the thickness of th wall had to increase with th height of the building. For exam ple, the Monadock Building i Chicago is 1G stories tall, with wall thickness at the building' base of more than six feet. To remedy this inefficient ratio of structure to floor space, the steel frame skeleton was invented. The steel, usually constructed as a series of regularly spaced columns and beams, supported the floors and roof. To enclose the building, various skins were used-metal, glass, brick and stone. The stone, in this case, was supported by the steel frame with a series of metal clips, bolts or ties. To reduce the weight the stone was cut into thin slabs jusually one to three inches in width] and the overall size of the stone panel kept small for easy handling, usually no more than 10 feet by 15 feet. An example of this type of structure is Rocke- cller Center in New York City. x.31, Raymond Hood and oth- •rsj. Unlike many early load- bearing stone buildings where a ne rough-cut stone was delivered of from the quarry to be finished by a masons on the building site, the he thin slabs now used to face o- buildings are finished at the 's quarry with only installation re- quired on site. e During the 1930s and particu- d- larly after World War.II, stone - lost popularity as a building ma- e serial. This was due to both eco- e, nomic and philosophical rea- - sons. Because of its labor inten- n sive nature-from quarrying to a installation-stone is an expen- s sive material especially when compared to mass-produced ex- terior materials such as metal and glass. Philosophically, per- manence and stability, once seen by the public as great vir- tues in a commercial institu- tion, were replaced with the no- tions of being up-to-date and growing. Thus, new materials such as metal, glass and plastics were utilized to project a pro- gressive image, while stone was considered a stodgy material. This shift in the public's opinion fit in well with the architecture that emerged in the 1930s: the International style with its em- phasis on glass and steel to pro- ject amodern image. In the last 10 years, however, the use of stone in modest and major buildings has seen a re- naissance. Coupled with the so- I called post-Modern era of archi- fh Lecture with its emphasis on or- ~! namentation and context, stone is once more a material fre- quently used to project quality. New techniques in quarrying, processing and installation (much of it mechanized, have reduced the cost of stone to a point where it is only slightly Banks 63ve Wlerr been cmisuwcled of atuue, wkicU arojects an image of sU~enyW and sraLility. (Ric6ar'd luupsU-~W) 7 • • more expensive than other com- ~arable materials. liari;ct~~~i~ti~s ~;f ~tii~e Many different types of f (~ stone are used for build- ing. Each has its own physical characteristics, which should be understood before choosing a particular type. While it is not possible to dis- cuss the specific characteristics of every building stone in detail here, some of the most impor- tant to understand are: ^ Tensile strength-measure of the strength of a stone when used to span openings ^ Compressive (or crushing) strength-measure of the strength of a stone to withstand imposed loads ^Absorption-measure of the amount of water absorbed by the stone ^ Cleavage planes-lines along which the stone can be split ^ Texture-smoothness or roughness of surface in the stone's natural state or after fin- ishing ^ Color-natural color of the stone and color variations exhib- ited by the finished stone The most durable building stones (for example, marble and granite) have high tensile and compressive strengths, are low in absorption of water and have very fine cleavage planes (mak- ing the stone difficult to quarry, buc not susceptible to splitting when properly installed. Both marble and granite are available in a wide range of colors and can be finished to most textures. At the other extreme, stone such as albarene soapstone is very low in tensile and compressive strengths, high in absorption, with widely spaced cleavage planes and is available only in the color green. ~~:, ~ ~` 1~s~ifiCati~ns of ~$llll~llll~ SIOiIE 7 Stone used in building is ~.'_~ classified by how it is quarried, by typical size and by how it is finished. In addi- tion, stone is often classified by how it appears in the finished wall (regular courses, random courses, etc.. Classifications of building stone include: ^ Cut stone-all stone cut or machined to a given dimension and shape ^ Rubble stone-stone usually cut from a quarry ledge and left in its natural cut state ^ Field stone-stone that is gathered from fields or rivers and left in its natural state ^ Split face ashlar=stone that is machine cut from a quarry, then hand-split to size, usually 18 inches to 4 feet long by 4 inches high ^ Saw face ashlar-stone that is machine cut from a quarry then sawed into lengths, usually two to four feet ^ Rock face ashlar-similar to split face ashlar but with a bolder, more rocky; appearance In addition to stone cut from the quarry and left in its natural state, as above, most building stone can be finished in various ways. Typical finishes include: ^ Smooth planer finish- smooth finish given to a stone by a planer; any tool marks are removed by hand. This is the type of finish most generally specified. ^ Rubbed finish-a very smooth finish produced by rubbing the cut stone with an abrasive. Be- cause this requires much addi- tionallabor, this type of finish is usually not specified. ^ Sand-sawed finish-moder- ately smooth surface produced by cutting the stone with agang= saw ^ Chat-sawed finish-rough textured finish produced by cut- ting the stone with coarse chat (waste from zinc mining under the sawing blade ^ Shot-sawed finish-heavily ribbed finish with irregular, roughly parallel grooves pro- duced by cutting the stone with chilled steel shot under the saw- ing blade ^ Tooled finish-usually heav- ily ribbed finish with regular, parallel grooves or other regular patterns produced by hand tools. As with rubbed finish, this type is very labor intensive and, thus, costly. By Richard Wagner, Urban Pro- gram- 1Vlanager, NMSC. htr. Wagner is a registered architect. ~~_ _ National Main Street Center National Trust for Historic Preservation 1785 Massachusetts Avenue, N.W. Washington, D.C. 20036 71253934 F SARATCGA HERITAGE PRESERVATICPJ CCNMISSIC~ 13777 FUITVAL~ AVENUE CITY QF SARATCGA SARaTOGA CA 95070 ~~~i' ~tiWFL~I~~~~~~~ Main Street News is publishcci the National Main Street Iv work, a membership program the National Main Street Cen II National Tnlst for Historic 1't crvatiun, l7KSMassachusrtts. enuc, N.W., Washingtun, U 20036 (202 673-4219. J. Jackson ~Yalter, President, T tional Trust fur Historic Prcr VaCIUn Srlly Oldham, Vice President Programs and Sc:rviccs Scott Gerloff, Director, Natio: Main Street Center Linda Glisson, Editor S-IZanne Dane, Associate Edi The National Trust is the of national, private nonprofit or nization chartered by Congr to encoura};e public partici tion in the preservation of sit buildings and objects signific: in American ' histury a culture. Support for the Natil al Trust is pruvided by memt ship dues, endowment fun contributions and matchi grants from federal agencies, eluding the U.S. Department the II]C~r10I, National Park S vice, under provisions of the t tional Historic Preservation r of 1966. The opinions express i in this publication do not nee sarily reflect the views or pc cies of the Interior Departure fEBl1'80 .L~ i:..r~i ~ J I~i;~ i~u: is ''~ ~. .. - '.^ y .. ... :_ ~:1/.. .~J -.... • ~ 1233 20Th STREET. ~i.w, • SUITE 501 • WASI3INGTON D.Ci. 200 • ®® //++ , 39 (202) 828-A811 Paeetnevr Pi~4~j~~~BJ EXEGL•TIVE DIB EGTOB TERSH BOASBERG. ESp. STEPHE~i '.~1. DEDtN IS. ESQ. FED 1 1 ~~~~~ PLANNING DCPT. P12ESEI2VATION LA~V UPDATE 1988-4 January 28, 1988 . Preservation Commissions: No Strangers to Litigation In November 1987, the National Center began sending a questionnaire to approximately 400 local historic preservation commissions across the country, asking about court cases the 388 commissions receiving the questionnaire may have been involved in during the past two years and attempting to learn where a typical commission.might turn for help once involved in a court case. The responses to the questionnaire have been extremely helpful. Overall, the questionnaire responses suggest that a surprisingly high percentage of local preservation commissions have been recently involved in court cases (some of which would probably appear quite minor from a national perspective). . Commissions seem eager for information on court cases involving other commissions, particularly if such cases have occurred in their own states. But commissions seem somewhat uncertain about where they might turn for help (other than to city or county legal staff) should they become involved in litigation. To date, 174 commissions have completed and returned the questionnaire form (an overall 45$ response rate). Twenty-four commissions (14$ of those responding) reported that they have been "involved in a court case within the past two years." Fifteen of these commissions reported that a case is still pending. Seven commissions (Chicago; Chelmsford and Old Kinn's Highway, Mass.; Bryan, Dallas and Galveston, Tex.; and Norfolk) reported that they have been involved in more than one case during the past two years.' The National Center will attempt to collect information about each of the cases responding commissions have been involved in. When asked if they "'need more information about decided court cases involving local preservation commissions," 130 commissions (75$ of those responding) answered ^'Yes." Only 26 commissions (15~ of those responding) answered "No." Eighteen commissions did not respond to this question. When asked a slightly different question, whether they "would find it helpful to have a summary of the court decisions from your state involving local preservation commissions,"' 159 commissions (91$ ~.. \.~TIO\ALCE\TER FOR PRE~1E42~'ATI0~7 La R' .~ J of those responding) indicated "Yes" and only five commissions (3~ of those responding) indicated "No." Ten commissions failed to respond to this question. One question attempted to learn where preservation commissions feel they could turn for help if involved in a court case. Several possibilities were suggested, to help commissions think about their own most likely reactions. The chart below summarizes these responses: Where Litigating Commissions Expect to Turn for Help Yes No No Response Local city or county attorney _ 157 (90~) 1 16 State historic preservation organizations 110 (63~) 16 48 National Trust for Historic Preservation 82 (47$) 24 68 National Alliance of Preservation Commissions 49 (28~) 41 84 Law school within the state 22 (13$) 51 99 This information suggests that there is a growing awareness of the substantial work the National Trust has done in the past both in working with local preservation commissions and in monitoring court cases involving preservation law issues. Surprisingly,. several commissions seemed puzzled about the existence of the National Alliance, which may be less well known to preservation commissions than one would expect. (A large number of commissions chose not to answer the question about the National Alliance at all.) Very few commissions appear to have thought of approaching a law school for advice or :help. Single commissions indicated that they would turn to the state historic preservation office, the Advisory Council on Historic Preservation or a local preservation law specialist. A high number of commissions have begun to share the "Preservation Law Updates" series with staff in the local city or county attorney's office. Sixty-nine commissions (40$ of those responding) stated that they already do this. Several of the 92 commissions which stated "No" in response to this question indicated that they planned to begin sharing the "Updates" with the city or county law office in the future. Only 13 commissions failed to answer the question. (A subscription to the "Preservation Law Updates"' series for 1988 is available for $55.00. Please send inquiries to the National Center at the address listed at the top of this "'Update.") ,~ , •~ 1233 20TH STREET, N.W. • SUITE SO1 • WASIiIN~iTON, D.Ci. 20038 • (202) 828-9811 PBESIDEYT EXEGIiT rvE DIREGTOH TERSH BOASHERG. ESO• ~ STEPHEN N, j)ENNIS. E50• PRE~ER~ATIO~T LAW UPDATE 1988-5 Janua ry 29, 1988 Treasury Department Questions Public Policy Value of Easement Donation Deductions On December 18, 1987, the Department of the Treasury submitted to Congress "A Report to the Congress on the Use of Tax Deductions for Donations of Conservation Easements." The report had been required by a report of the House Committee on Finance on Public Law 96-541, the Temporary Tax Provisions Extension Act of 1980. The new report suggests that from a policy standpoint the Treasury Department would prefer direct government grants for the acquisition of selected easements to the present system of • permitting private owners to decide when and whether to donate conservation easements. we find that some combination of direct government purchases of easements and government grants to nonprofit organizations for the purpose of purchasing easements may provide a more efficient means of land preservation and allow greater public benefit than the current policy of deductibility, while avoiding problems;, of valuation, monitoring and enforcement. The Treasury Department appears concerned about the possibilities of overvaluation of any non-cash charitable contribution, and the report notes: ~~ The IRS has initiated, beginning with 1985 returns, a detailed analysis of all non-cash contributions, including conservation easements. All individual returns with contributions of,property valued at $500 or more are now coded to the Master File, and the deduction disallowed if supporting schedules are not filed. All returns with non- cash contributions exceeding $20,000 are sent to examiners in the relevant service centers for review. Questionable donations of art are forwarded to the Art Advisory Board for valuation, and other questionable donations are sent to Audit. \ATIO~TALCF.~iTER FOI2 PI2F.$EIZV.~TIOY LaW The report makes two principal findings, the first of which ~! .~ is simply a statement of a policy position and the second of (~' which is not supported by other information in the report: 1. Tax deductions for easement donations will tend to be a desirable policy option to the extent that: (a) donors of easements are responsive to tax incentives; (b) the pattern of land use and preservation that results from allowing tax deductions for easement donations is close to that desired by society generally; (c) the potential for abuse in overvaluing donated easements is small; and (d) monitoring and enforcement of easement donation agreements is easy. 2. There appear to be substantial difficulties involved in valuing, monitoring and enforcing easement donations. These- difficulties are-part of a more general dilemma for administration of a number of related tax provisions, such as the deduction for non-cash charitable contributions in general, for which it is quite costly to gather information required for proper administration. There is an inherent trade-off between improved monitoring and enforcement of such provisions and taxpayer burden in the form of increased adminstration spending. The only difficulties in monitoring and enforcement discussed in the report are possible IRS problems in identifying C III easement donations in order to verify the claimed valuations, not difficulties donee organizations might be having in monitoring and enforcing already donated easements. The report notes that the IRS is already taking steps to monitor more closely the possible overvaluation of donated conservation easements, such as requiring evidence that a donated easement has been recorded and thus becomes part of the chain of title for the affected property. The report notes repeatedly the IRS's "great difficulty in finding evidence of easement donations from tax returns":. During the processing years 1982 through 1984 (corresponding to tax years 1981 through 1983), IRS Service Centers were instructed to pull any Forms 990 which had the eyes" box checked [to indicate receipt of a conservation easement valued at more than $5,000] and send a photocopy of the entire form, and~all schedules, to the IRS Statistics of Income Division in Washington, D.C. This task was the responsibility of the statisticians at each center. This data collection effort identified only 83 returns, for the tax years 1981 and 1982, for which conservation contributions of greater than $5,000 were reported. There were no organizations represented for more than one year, and there were no returns at all for 1983. ~IATIO\ALCE\TER FOR PRE$ERVATIOY LAW - f' The Treasury Department's concern throughout the report is • ~ that perhaps the wrong easements are being donated, and that the federal government might choose other areas to protect than those now being protected through the donations of conservation easements: - In the absence of some governmental policy, therefore, insufficient preservation of natural areas and historical structures may take place. Allowing deductibility of easement donations encourages such preservation by lowering the cost of donating an easement. This does not necessarily imply, however, that deductibility is a desirable policy. Whether or not allowing tax deductions for easement donations is good policy depsrds G;i riore than Siiuply Lhe number, or even the market value, of the conservation [easement] donations stimulated by that policy. There is the further issue of the desirability of allowing private donors to determine which lands or structures are to be preserved. When the Federal government purchases land, for instance, it is able to control such decisions and pursue broad long-term preservation strategies. However, when the deductibility strategy is followed, the lands and structures that are preserved are those for which donors choose to give C easements, and this may lead to a less desirable pattern of • land use. For instance, donations of easements may lead to scattered preserved areas, when fewer larger areas may be. preferable. Or, buildings of questionable historic Value may, qualify for deductions. On the other hand, there may be advantages in allowing at least some preservation decisions to be made privately, thereby including a potentially more diverse group of interests in the decisionmaking process. A complete study of deductibility of conservation easements would need to consider; the pattern of land use and preservation brought about by this policy. The report indicates Treasury's. continuing concern that an easement donation may contribute a "hidden" benefit to the taxpayer claiming a charitable contribution deduction: It is generally not difficult to estimate the value of a property in the absence of an easement. The problem arises in determining the value of property encumbered by an easement, since such properties are not commonly bought and sold. In addition, the donation of an easement may affect the value, not just of the land for which the easement is granted, but for nearby land. For instance, a conservation. easement may make housing on adjacent property more desirable by ensuring pleasant surroundings. If the donor owns the adjacent land, then calculating the value of the donated easement [alone] will overstate the contribution. • N.ITIONAL CENTER FOR PRESERVATION LAW The report notes that "[t]here is currently no provision for mandatory IRS valuation of easement donations" but suggests that the IRS might take several steps to review conservation easement donations in the future, including "the establishment of an advisory board for conservation [easement] donations above some floor value, along the lines of the Art Advisory Board": These measures could cut down on some abuse of the deduction for easement donations. However, it is difficult to determine whether the savings to taxpayers from reduced overvaluation and improved monitoring and enforcement will exceed the increase in costs incurred by the IRS and taxpayers. It is possible that there is simply no way to successfully administer a small provision such~as this at a reasonable cost. Note that this is the same type of problem inherent in_many other tax provisions, such as the deduction for other hard-to-value non-cash charitable contributions. The report considers three "alternative policies for encouraging preservation": (a) government land purchases, (b) government easement purchases, and (c) private purchase of easements by non-profit organizations. The report recommends the third of these alternatives: [S]ubsidizing cash contributions rather than easement donations may act as a form of "quality control" ensuring that conservation easements receiving a subsidy or grant from the government do, in fact, provide substantial public C benefits. As it currently stands, nonprofit conservation groups have little incentive to turn down gifts of easements offered to them, even if they provide minimal public benefits. [IRS regulations] would ensure that deductions are allowed only for donations which do provide public benefits. However, if enforcement is difficult, as it appears to be, then having conservation groups purchase the easements may cause them to be more selective and lead to a ~ more desirable pattern of land use. The IRS could continue I' to monitor the nonprofit organizations' purchases to determine whether their exempt purpose was being fulfilled The report indicates that the IRS plans to continue collecting information that could lead, in time, to greater scrutiny of easement donations. At the present time, the IRS appears to be unable to locate with certainty all easement donations in a given year in order to assess the size of the alleged overvaluation problem which it finds troubling. Copies of this report are available from the National Center at a cost of $6.00, which includes postage and handling. (A subscription to the "Preservation Law Updates" series for 1988 is available for $55.00. Please send inquiries to the National SCI Center at the address listed at the top of this "Update.") ` ~ • `'; 1233 20TH STREET. N.w, • SUITE 501 • wASI3INGTON, D.C. 20036 ~ (202) $2$-9811 Paes[aeNr TERSH BOASHERO, ESO• EXECUTIVE DIBEC?Oa STEPHEN hI. DENNIS, ESQ. PRE SE RVATIOIeT LA~'V L'PP~TE 1988-6 February 1, 1988 District of Columbia Court Reverses Grant of Variance for, Conversion of Carriage House in Historic District Property owners who wish to argue that the location of their property in a locally designated historic district subjects them to "hardship" conditions justifying desired variances should pause before heading into court to read both State ex rel. Phillips v. Board of Zoning Adjustments of City of New Orleans, 197 So.2d 916 (La. 1967), and Capitol Hill Restoration Society Inc. v. District of Columbia Board of Zonin Ad'ustment (No.~~86- 426, D.C. Court of Appeals, decided December 22, 1987). In each case, a grant of a variance was reversed because the property owner could not show hardship unique to his property. In Phillips, the owner wished to add a second building to his lot, whereas in Capitol Hill Restoration Society the owner wanted to ,convert an existing carriage house into- a small dwelling unit at the rear of a deep lot fronting on East Capitol Street in the Capitol Hill Historic District. The Phillips owner planned to build a separate "two-story slave quarter type building" containing four apartment units at the rear of his lot, though evidence suggested he could attach ;the desired new apartments to the existing building on his lot in the Vieux Carre Quarter. A neighbor filed suit challenging the granting_of a variance by the New Orleans Board of Zoning Adjustments to permit the second structure on the owner's lot, arguing that the. city's zoning ordinance contained a clear prohibition against more than one main building on a single lat except in cases of hardship. The Phillit~s court noted: Each zoning case must be decided on the facts peculiar to it, no general rule can be formulated as to what constitutes hardship, or as expressed in the statute here under consideration, "unusual and practical difficulties or particular hardship", sufficient to authorize the grant of a variance, no single factor determines what constitutes such hardship, and all relevant factors must be considered. 197 So.2d at 919. ~1.1TI0\ALCF.\iTF.K FOR PI2EFlER~'.1TI0~1 L.~~V The Louisiana court realized that the conditions applicable • to the owner's lot were typical of many lots within the Vieux Carre: And here the hardship referred to, the requirement of conformity to two separate and sometimes conflicting standards of construction, is neither "unusual" nor "particulars to Mercier. It is common to all property owners in the zoning district in which Mercier's lot is located and therefore is not a hardship which justifies the granting of a variance. To hold otherwise would have the effect of destroying the zoning district. Id. at 920. Most importantly, the court stated that "the Board does not have authority to amend or change the Zoning Ordinance by granting a variance or in any other manner. Whether or not the provision [prohibiting more than one main building] in question is wise or unwise is a matter which addresses itself to the proper legislative body and not to the Board s Id. at 920- 21. The court in Cat~itol Hill Restoration Society does noteseem to have been made aware of the decision in Phillit~s. As in Phillips, the court was not impressed by the property owner's argument that the location. of his property in a historic district imposed shardships conditions on the property: The BZA relied chiefly on two factors in concluding that the \ property was unique: the effect of its location in an historic district and its size. The BZA appears to have concluded that because the property's location in the Capitol Hill Historic District imposes certain limitations upon the manner in which intervenor can modify the structures on the lot, intervenor had met its burden of showing uniqueness. However, the extraordinary or exceptional condition must uniquely affect a single piece of property. That is not the situation here. The inclusion of intervenor's property in the Capitol Hill Historic District is not a condition which uniquely affects the lot at issue. If this fact were sufficient to justify a finding of uniqueness, then each and every parcel of land within the Capitol Hill Historic District would be entitled to a variance on this basis. Though the Board had based its decision in part on a conclusion that the owner's lot was "unusually large," the record in the case indicated that a number of other lots in the Capitol Hill Historic District are similar in character. (A subscription to the "Preservation Law Updates" series for 1988 is available for $55.00. Please send inquiries to the National . Center at the address listed at the top of this "Update.") ,, • •1~~~1 tiECkii/E[~ T'wo research reports by the Preservation is Key Economic Development Tool National League of Cities (NLCj, "The Visible Hand: Major Issues in City Economic Policy" and "Tools and Targets: the Mechan- ics of City Economic Develop- ment," identify historic preserva- tion as one of the most widely used tools in economic develop- ment efforts by cities. These reports, authored by Dr. Ann Bowman of the University of South Carolina, are based on a 1987 nationwide survey of 322 cities and towns. Downtown redevelopment emerged as a major target in this survey of mayors and their top economic development profes- sionals. Historic preservation was high on the list of tools employed, with 59.9 percent of the cities having utilized it at some time in the past. In 1986 historic preser- vation was used extensively by 20.8 percent of the cities and occa- sionally by 33.9 percent. The survey showed an increasing role for historic preservation as an eco- nomic development tool: 63.9 percent of the cities are likely to use it in the future. Given that changes in federal laws have reduced the tax advantages of historic preservation projects, the NLC study concluded that their Rehabilitation .Tax Credit Update The National Park Service (NPS) has issued a report, "Tax Incen- tives for Rehabilitating Historic Buildings: Fiscal Year 1987 Analysis," documenting the dramatic slowdown in historic re- habilitation activity since the en- actment of the Tax Reform Act of 1986. (See "Washington Watch," Preservation News, February 1988!. The report~analyzes the sources and effects of the 35 percent decline in certified proj- ects, providing essential data for . those working with and lobbying for the rehabilitation tax credits. Betsy Chittenden, author of the report, identifies "changes in income tax structure, deprecia- tion, and passive loss and credit rules" as the most significant tax act provisions causing the drop-off in use of the credits. Chittenden believes that, collcctivcly, these factors have been more detrimen- tal than the reduction of the credit rehabilitation tax credit. from 25 to 20 percent. The report includes a concise explanation of the major changes and their impact. Housing rehabilitations ac- count for 45 percent of the 1987 tax credit projects, creating 1,241 units of low/moderate-income housing. More than 16,500 new low/nuxlerate-income housing ~€p ~ ~~ 19~A continued us g~A ggING DEPTy that goes beyond the tax breaks. Of the 20 cities identified by the survey as most successful in economic development, 15 have been named in other studies as being among the cities with the greatest amount of historic rehabilitation activity. In fact, the top three-Baltimore, Boston and San Antonio-hold historic preservation as a keystone of their redevelopment efforts. Copies of the. reports are available for ~$24 from Publications Sales, National League of Cities, 1301 Pennsylva- nia Avenue, N.W., Washington, D.C. 20004. (202) 626-3000. units have resulted from historic rehabilitation projects since 1976. Eighty percent of owners of 1987 tax credit projects would not have undertaken their project if the federal rehabilitation tax credit had not been available. About 45 percent of the 1987 projects used some form of addi- tional incentive or public sup- ported financing. Local property tax abatement and alternative valuation schemes were the most cited incentives. Owners also took advantage of low-interest loans, sponsored by a city or state agency, and city economic devel- opment bonds. Only 3 percent of 1987 project owners donated a conservation easement, compared with 8 percent in 1986. Forum members can order copies of the 40-page report from the 1'rescrvation I'ress at National Trust headquarters. The cost is $5, plus $3 postage. I~';~.rit~n ! "1'1-t~~r tier I-tisrc~rir 1'r~scrvaric~n February 1988 Volume 2, Number 1 n uiacunc res~acnce in Athens, Ga., was converted to cummerciu/ purposes usini; the n U i Connecticut Preservation 1~ctivists created Connecticut n~eservation Action (CPA); a atewide citizens' lobbying group r historic preservation, iri 1979, 'cause the state legislature ~ssed an amendment removing onnecticut from the National .egister process. Within six nonths, CPA's intense lobbying fforts persuaded the legislature :o resume participation iri the National Register, and the group has built on its- success ever since. With an annual budget of $12,000, CPA eliminates over- ad costs by retaining a profes- sional lobbyist with a strong track record. A board of directors 'over- I sees CPA's activities, which consist of proposing legislation as well as monitoring bills that might prove detrimental to pres- ervation. The CPA board and Pennsylvania Billboard The Preservation Fund of Penn- sylvania (PFP) has launched'a billboard campaign to promote interest in preservation and ~ increase its name recognition throughout the state. Penn Advertising, a large Pennsylva- nia outdoor advertising firm, rs donating billboard design, printing and space, and will insta11200 billboards in High traffic areas of central Pennsyl- vania this March. The cam- paign would have cost $100,000 at market rates! The billboard design fc;~a- tures the William Wells Young Memorial School in Wellsville, Pa. According to Executive Director Grace Gary, PFP will co- ordinate the billboard campaign with a membership drive. j For more information on how PFP negotiated the donation and will conduct the campaign, c~rn- tact Gary at PFP, 2470 Kissel!Hill Action other members of the preservation community also testify on behalf of the state historic preservation office's budget. According to Sharon Churchill, CPA's president and executive director of New London Land- marks, CPA has had "a remarkable record of success in working with the Connecticut legislature. Many of the state's significant gains in preservation have stemmed from seemingly minor legislative actions initiated by us." Jack Shannahan, Connecticut SHPO, states, "It's surprising that more states haven't organized similar groups because we've , learned in the last seven years that the states have to do more to put the preservation tools in place at the state level. Close to 30 bills have been adopted since 1979 because of CPA's efforts." Campaign Road, Lancaster, Pa. 17601. (717) 569-2243. Oregon Ethics Workshop Immediately prior to last fall's Annual Governor's Conference on Historic Preservation, the Historic Preservation League of Oregon (HPLO) sponsored "Standards for Preservation Professional Con- duct," ahalf-day workshop for preservation professionals in the public and private sectors. Focus- ing on the ethics of the profession, participants discussed such issues as conflict of interest and profes- sional relationships between con- tractors and clients. At the conclu- sion of the meeting, a task force was organized to explore the estab- lishment of a professional stan- dards committee in Oregon. Contact Eric Eisemann, HPLO, P. U. Box 40053, Portland, UR U324U. (503) 243-1923. Connecticut's historic bridges will be surveyed and inventoried us u result of success/'ullegislutiun sponsored by CI'A. liillbuurd design Jur 1'FP's rnernhrr- s/rip cumpui,4n. • Cemetery Initiative The city of Boston has launched a public/private "Historic Burying Grounds Initiative" in which staff from the Boston Parks and Recrea- tion Department (BPRD) will study and restore 16 cemeteries dating from 1630 to 1841. The project, believed to be the largest in the U.S., consists of historic gravestone preservation, tomb stabilization, landscape and structural rehabilitation artd public security and safety im- provements. Also included in the initiative is a documentation effort that will consist of inventories, an informa- tional sign system, photographic recordation and research and data collection by student groups. Funding of $2 million for the initiative has been secured from city, state and federal govern- ments, including the Massachu- s~tts Historical Commission, and private sources. The city will contribute $250,000 per year over the next three years for public safety improvements. Contact Rosanne Atwood, Project Man- ager, Historic Burying Grounds Initiative, BPRD, 294 Washington Street, Boston, Mass. 02108. (617j 542-3071. Cemetery Conferences "R.LP.: Restoration in Prog- ress," a conference focusing on burial ground preservation, will be held on March 11 in Boston. The conference is cosponsored by BPRD, the Massachusetts Histori- cal Commission and Historic Massachusetts, Inc. Contact BPRD at the address above. The Illinois Historic Preserva- tion Agency (IHPA), along with the Upper Illinois Valley Associa- tion, is surveying possible topics for a cemetery conference, planned for the spring of 1988. Contact Veronica Taylor at the IHPA, Old State Capitol, Spring- field, Ill. 62701. (217) 785-4512. Unity Temple Easement Frank Lloyd Wright's Unity Temple (1906) in Oak Park, Ill., has become the first religious -structure in the country to be protected in its entirety by a preservation easement. On Janu- ary 7, representatives of the Unity Temple congregation and the Landmarks Preservation Council of Illinois (LPCI) signed docu- ments placing the temple's exterior and its interior public spaces under easement, with guidelines included for future restoration work. The easement, which was given to LPCI, can, under certain circumstances, be transferred to the National Trust. Also protected are the adjoining Unity House and the foyer con- necting it to the temple. The easement may also facili- tate fund-raising efforts by the Unity Temple Restoration Foun- dation, aseparate nonprofit organization created in 1973 for maintenance and restoration of the temple. Copies of the Unity Temple Easement Donation Document are available for $10 from Sean Murphy, LPCI, 53 W. Jackson Boulevard, Suite 752, Chicago, Ill. 60604. Keeping Downtown Affordable Rural Ulster Preservation Com- pany (RUPCO~ of Saugerties, N.Y., recently began its largest mixed- use project -rehabilitating an 1863 downtown building into seven low-rent apartments and three commercial spaces. Although RUPCO initiated the preservation of eight other build- ings in the area, the Brede Build- ing will be the first property in the historic district acquired and rehabilitated by the six-year-old nonprofit organization. According to RUPCO Executive Director Kathleen Maxwell, the Brede Building was targeted for rehab because: it was a major downtown building with potential for quality low-cost housing and commercial space: "We want to ensure that the Main Street area maintains a mix of start-up businesses and affordable apartments among higher rent properties." In September 1987 the National Trust loaned RUPCO $42,500 from the National Preservation Loan Fund (NPLF) for the Brede Building project. Other funds for the $404,880 project include a $202,000 New York State Housing Trust Fund deferred loan, a $70,000 New York Area Revitali- zation Program grant, a $70,000 loan from the seller and $20,380 in equity from RUPCO. "We knew that the building was too expensive to rehabilitate with market-rate financing," Maxwell. explained. "The coopera- tion of the owner in allowing us time to tie down public financing was key to the project's success." The National Trust chose the project for a NPLF loan because it provided a model of financing an affordable housing and commer- cial rehabilitation project in a downtown historic district. Treuting a Boston cemetery ~ruvestune • • • President of the Swain School of Design in New Bedford, Mass., since 1982, Bruce Ycnawine has been appointed dean of the School of Art at the Corcoran Gallery of Art in Wash- ;. ington, D.C., effective ~`.~- %;1 ~I March 1. i , ~"" , - During his _ .~; :. tenure at ''" ~ Swain, Yenaw- ine doubled the number of w programs and faculty and, in 1985, instituted an architectural artisan program, designed to train students in the building crafts. Yenawine was an active participant in the Preserva- tion Education Study Group of the National Historic Preservation Forum during 1987. Democrat James A. Guest, who served as Vermont SHPO from 1984 until last October, will be a candidate in the fall 1988 election for Vermont's only seat in the House of Repre- sentatives. The seat is being vacated by Republican James Jeffords, who is running for retiring preservation supporter Senator Robert Stafford's seat. Dun Etter, a past president of Historic Denver, and his wife, Carolyn L• tree, now share the position of manager of the Denver Parks and Recreation Department. Both have had long involvement in the preservation of Denver's parks, open spaces and historic architecture. They spearheaded the highly successful development of the Ninth Street Historic Park, a block of early Denver residences that were rehabilitated into offices with surrounding land converted to a public park. The American Institute of Architects _~.._. inaugurated its ~ <4,., a: _ _ . 64th president, j Ted P. Pappas, -!~ ;, FAIA, in De- ~ ,- ~.~: cember. He ~ . succeeds - ~-.f Donald J. ~ ~:y~ Heckl, FAIA, ~~.~ s ~. t ..,:.;,. ~, of Chicago. Pappas headsthc 20-year-old Jacksonville, Fla., firm of Pappas Associates has served on the Jacksonville Historic Landmarks Commission and was chairman of the Capitol Center Planning Commission. Earle Metcalf retired in Decem- beras executive director of the Oklahoma Historical Society after 20 years with the organization. He had also served as SHPO since 1981. Former Waterford (Va.~ Founda- tion executive director Connie Chamberlin has become director of Housing Opportunities Made Equal, aRichmond-based non- profit that works for fair housing In May, she will marry Bryan Mitchell, director of the Virginia Division of Historic Landmarks and state historic preservation officer. After a brief tenure as executive director of Utah Heritage, l~Villiam Steiner has succeeded Larry McBenuett ~sce Forum Newslet- ter, November 1987) as director of the Historic Preservation Founda- tion of North Carolina's revolving fund. David Olan Meeker, Jr., FAIA, died on November 23 from a heart attack. He was 63. As executive vice president of the American In- stitute of Architects from 1978 through 1983, Meeker success- fully advocated restoring the U.S. Capitol's west front and saving the design integrity of the Viet- nam Veterans Memorial. At the - -- , . 2...:_ wwR'.~+!+..~++ r l-....rte ~. ~.~v. .•~,, . D "'ALLY. • ~~ - . 44 t~ ~; ~0~ .,,~ .~~ ~i° ~ ~, a ~_ ,~ ,,, ,~_t time of his death, Meeker was a principal in the Indianapolis-based firm of Plus 4' Architects. Peter Brink, executive director of the Galveston Historical Foundation (GHF~, was elected president of the National Council of Preservation Executives (NCOPE~ last fall at the 41st National Preservation Conference (NPC~. NCOPE will sponsor a workshop at the Cincin- nati NPC on such skills as fund- raising and financial management. Those interested in joining NCOPE should contact Brink at GHF, 2016 Strand, Galveston, Tex. 77550. (409) 765-7834. • • • Civic Entrepreneurs Conserve Minneapolis Neighborhoods by Christopher Owens In Minneapolis, neighborhood conservation means business for a group of neighborhood-based developers, working as the Min- neapolis Nonprofit Development Consortium, whose projects bring hope and jobs to older, close-in neighborhoods. My organization, the Phillips Neighborhood Hous- ing Trust, is one member of the consortium. Seeing opportunity where others see trouble, we are incorporated as nonprofits but bring an entrepreneurial and businesslike approach to achiev- ing avision of stable, well-main- tained neighborhoods. We are what William Jones of Boston's Colman Square Housing Devclop- mcnt Corporation calls "civic entrepreneurs." So while our goals are "soft" because they are'quali- tative, we measure success in "hard" and quantifiable units. We can point to more than 1,600 units of housing that 11 organiza- tions have built-nearly all the affordable housing units in the neighborhoods where we work.Or to the nearly $100 million in- vested in Minneapolis neighbor- hoods and the 800 permanent jobs created. Or the $15-20 million annually that we continue to invest in jobs and housing. Or perhaps, most importantly, the development tools and funding mechanisms that we have put in place. While fortunate in comparison with such cities as Detroit and Chicago, Minneapolis has none- theless seen substantial disinvest- ment in close-in neighborhoods. First, there was the exodus to the suhurbs. Then there is the aging of the city's population, with many older homeowners putting l ~. _ their homes up for sale. And, , r y we have the simple fact of a the age of the houses, many of them built originally as N low-cost workers' cottages. ~" Our success in Minneapolis as nonprofit developers lies in ' our ability to bring resources ~` together. In the early 1980s, the group convinced the Min- neapolis Community Develop- ment Agency to make along-term commitment not just to fund housing development but also to provide administrative funds tied to housing production. Several programs emerged from that commitment. First, was the Multi-family Cooperative and Rental Development Program, which provides a subsidy in the . form of 15-year loans with de- ferred lump-sum repayments that can be used for construction. Virtually all of the projects using this program have been developed by nonprofits. The multi-family program has never been adequately funded, and in recent years, declining Com- munity Development Block Grant budgets have meant even more reduced budgets. But the response has not been despair; it has been to think more creatively. In one downtown neighborhood, Elliot Park, the answer was to create the Elliot Park Fund, which receives part of its funding from the repayment of a UDAG loan that went to an industrial project located in a far north Minneapolis industrial park. Thus, the pro- ceeds from an industrial project help fund an inner-city housing and economic development project. Another source of funds is the Neighborhood Development Account. Several years ago, the city of Minneapolis started a revolving development account using funds from such sources as the repayment of UDAG loans and fees from the sale of revenue bonds. The development account's relending terms, how- ever, precluded most neighbor- hood and affordable housing projects. The answer has been to create a special Neighborhood Development Account from a portion of the funds. This ac- count, like the multi-family program, can provide long-term, subordinated financing to make projects work. Minneapolis nonprofit develop- ers have also been energetic users of the low-income tax credit. Even today, when many experts have written off the utility of tax credits after tax reform, we are successfully placing projects for syndication. But more impor- tantly, working with business and government leaders, we are exploring the development of a local fund that will purchase syndication units in low-income projects. By definition, neighborhood developers have to work in their neighborhoods. While the private sector may have walked away, we have to stay. What we in Minnea- polis have tried to do is make a virtue of necessity; unable to move our businesses, we do what any good person in business would do-find a niche and marshal the resources to exploit . . it. Our city and its neighborhoods are the clear winners. Christopher Owens is the executive director of Phillips Neighborhood Housing Trust in Minneapolis. Ne is a /ormer Nationnl Trt7st Advisor from Minnesota and treasurer v/the Preservation Alliance o/ Minnesota. • n -J Preservation Forum Cosponsors Preservation Action Annual Meeting And Conference Preservation Forum members are invited to attend Preservation Action's annual meeting and conference, to be held on March 20-22 in Washington, D.C. Co- sponsored for the first time by the Forum, the conference is replete with events offering you the chance to make a personal mark on preservation. On Sunday, March 20 the National Historic Preservation Forum's Legislative Committee will meet for an open discussion on the new preservation program initiatives being developed by the national Forum leadership in the areas of program'leadership and administration, protection and funding. This is a chance for you to speak out on issues you want included. Sharpening lobbying skills on a wide variety of preservation issues will be the focus of a program featuring leading members of Congress and their staffs. To be held on Monday, March 21, the program will include a popular workshop on "How to Make Your Congressional Visit Memorable" with National League of Cities President, Pamela Plumb of Portland, Maine. The fourth annual Congres- sional Luncheon also takes place on Monday. Invite your Congres- sional members and staff to lunch in the Caucus Room on the Hill. A sell-out of over 300 will help show the Congress that historic preservation matters to voters nationwide. The National Trust, the National Conference of State Historic Preservation Officers and other preservation organizations will take part in this popular event. That evening, a reception at Anderson House, the elegant headquarters of the Society of the Cincinnati, cosponsored by the National Trust and the National Conference of State Historic Preservation Officers, .provides a perfect setting to make last minute plans for your Congres- sional:visits. On Tuesday, March 22, you are invited to visit your Representa- tives and Senators on behalf of preservation funding and rehab tax change issues. Forum mem- bers are urged to begin early by organizing a local delegation to make these visits while they are in Washington. Make appoint- ments with your representatives now. Preservation Action will track your lobbying efforts by adding stars to a wall-size map of the U.S. The goal is to have a map covered with stars by the time meeting-goers depart the nation's Capitol. With your help, this will he a "stellar" year for preserva- tion. _; J t. ~~ Z • l Reprints of the November 23 Time cover story, "Bringing the City Back to Life," are now available from the Preservation ~ Forum. This valuable nine-page article describes preservation's i success in American towns and cities over the last 20 years. ~ Copies are available free to Forum members, but postage will be charged. rehab incentives for private homeowners and heritage tour- ism. Application will consist of a maximum one-page proposal recommending an approach to the issue and defining an outcome or product for the intern project. The proposal and student's resume should be submitted by March 7 to J. Jackson Walter, President, National Trust for Historic Preservation, at National Trust Books and Publications their properties. Included are chapters on repairs and mainte- nance, energy conservation and renovations and new construc- tion. Order from Publications, Connecticut Trust for Historic Preservation, 152 Temple Street, Suite 404, New Haven, Conn. 06510. • The National Trust has an- nounced the first annual Alan S. Boyd Historic Preservation Intern- ship. For graduate level students, the internship provides a $2,500 stipend for an eight-week summer project at Trust headquarters on one of four key preservation issues: low-income housing; railroad property preservation; How to Care for Your Old House: An Owner's Manual, by Allen F. Johnson, 46 pp., 1987, $3. This manual, funded in part by the National Trust's Preservation Services Fund, provides informa- tion to help owners of historic houses understand and maintain Fund Raising: A Basic Reader, 107 pp., 1987. This resource report, published by the American Association of Museums ~AAM), is an introduction to the topic of fund- raising for museums. Included are a section of readings, source lists and a selected bibliog- raphy. Cost is $20 for AAM members, $25 for nonmembers; postage and handling $3. Order from Technical Information Service, AAM, 1225 Eye Street, N.W., Washington, D.C. 20005. Preservation Action 14th Annual Meeting and Conference "A Stellar Year for Preservation" March 20, 21, and 22, 1988 REGISTRATION INFORMATION Conference Fees Name Registration Fee $100.00 (includes registration for Organization Organization conference, PA/ National Trust NCSHPO reception, and Congressional Address Luncheon) No-Host Lunch $15.00 City, State, Zip (for Sunday.Forum Legislative Committee Meeting) Phone Gucsrt Fees Joint reception ©$25.00 Congressional luncheon Q $15.00 Amount Enclosed (Please let us know the names of your guests) Deadline for Registration: 11 March 1988 Make check payable and send to: Preservation Action, 1359 Connecticut Avenue, NW Suite 401, Washington, DC 2003( (202) 659-0915 t Conferences, Workshops and Training Programs The National Association of Realtors (NAR) and the National Trust's Ccntcr for Historic Houses will hold three "Rehabilitate for Profit" seminars in March. The one-day seminars, which cover tax credits and the implementation of a rehabilitation project, will be held on March 1 in Albany, N.Y., March 4 in New Orleans and March 10 in Hartford. Registra- tion is S 120. To register, call NAR at (800) 874-6500. Ohio State University (OSU) and the Ohio Historical Society will cosponsor the "Second Historic Bridges Conference" on March 11 in Columbus. Histori- ans and engineers will present different perspectives on preserv- ing and maintaining historic bridges. Registration is $90. Contact OSU Dcpt. of Confer- ences and Institutes, Historic Bridges Conference, P.O. Iiox 21878, Columbus, Ohio 43221 (614) 292-4230. The Planners' Training Service and the American Institute of Certified Planners (AICP) will sponsor an urban design workshop on March 28-29 in Seattle. Jon- athan Barnett, Jerold Kayden and Mary Means will lead the confer- ence and explain how to organize and administer an urban design strategy. Registration is $310. Contact Mary Pintar, AICP, 1313 E. 60th Street, Chicago, Ill. 60637. (312 955-9100. The Society of Architectural Historians will hold its 1988 annual meeting in Chicago, April 13-17. Contact SAH, 1232 Pine Street, Philadelphia, Pa. 19107. (215) 735-0224. April 29 is the deadline for applications to the Museum Assessment Program (MAP). MAP is a free consulting service provid- ing museums with practical assistance concerning programs and operations. Contact the MAP Coordinator, American Associa- tion of Museums, 1225 Eye Street, N.W., Suite 200, Washington, D.C. 20005. (202) 289-1818. The Vernacular Architecture Forum will hold its 1988 annual meeting in Staunton, Va., May 11- 14. Contact Pamela Simpson, Washington & Lee University, Lexington, Va. 24450. (703) 463- 8400. Durum Newsletter is published six times a year by the National Trust for Historic Preservation. Members of the National Trust's Preservation Forum «ceive six issues of Forum Newsletter. four issues of Preaervuuun Forum. twelve issues of Preservauun News and six issues of Historic Yreservution as benefits of membership. Annual dues arc S75.UU. Qualifying individuals may subscribe to Preaen•oaon Forum and Forum Newsletter For S IH.OO per year. Application to Mail of Second Class 1'ostagr Rates is Pending at Washington, ll. C. 1'ostmoster: Send address changes to the Notional Trwt for Historic P«srrvatiun, •1785 Mauachuse[ts Ave., N.W., Washington, D.C. 20U36. Copyright (U IH87 National Trust fur Historic Preservation in the United States. Support for the Nauunal Trwt is provtdrd m part by matching grants from the U.S. Department of the Interior, National Park Service, under provisions of the National Historic Preservation Act of 1)66. The upimutn cxprcsard arc not necessarily [hoar of the U.S. Drpartmene of the Interior. ~} :: ~.: February 1988 Volume 2, Number 1 National Trust for Historic Preservation 1785 M_ assachusetts Ave, N.W. Washington, DC 20036 _~ a ~. "'~'~~- ~: (202) 673-4296 _~ ;1 . .~' ~5 .~~ ,: ! _:M ..i FIRST CLASS . U.S. Postage PAID .Washington, D.C. Permit No. 8803 7125'934 SARATGGA HcRITAGE PRtSERVATICN CCMMISSIOK 13777 FUiTVALE AVENUE CITY 17F SARATCGA SARATGGA CA 95070 _; CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION ' AGENDA DATE: Wednesday, February 17, 1988 - 3:00 p.m. PLACE: Saratoga Community Library Meeting Room 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGANIZATION J~: Roll Call Approval of Minutes of 2/3/88 /C. Posting of Agenda D. Oral and Written Communications II. NEW BUSINESS A. Options for adopting the Inventory (memo from L. Ansnes) B. Publishing the Inventory III. ITEMS INITIATED BY THE COMMISSION IV. ADJOURNMENT ~B~l~~'CC~~ • CITY OF SARATOGA • HERITAGE PRESERVATION COMMISSION MINUTES DATE: Wednesday, February 3; 1988 3:00 p.m. PLACE: Saratoga Community Library, 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting I. Routine Organization A. Roll Call Present: Commissioners Landsness, Voester, Heid, Ansnes,.Tyrrell Absent: Koepernik, Cameron Staff: V. Young B. Approval of minutes of 1/20/88 Commissioner Tyrrell asked that references to P. Olsen in item IIA be changed from "owner" to "applicant." Commissioners Voester and Heid suggested word changes in item IV, regarding the "Saratoga Story" publication. • M/S Voester/Ansnes to approve the minutes as corrected. Passed unanimously. C. Posting of Agenda Staff noted the agenda was posted at City Hall on Friday, January 29, 1988. D. Oral and Written Communications Commissioners Landsness and Heid noted they each received a phone call from Gene Zambetti regarding the planning application involving the Meagher-Smiley adobe on Quito Road. They said that Mr.~ Zambetti was concerned that the application was being recommended for denial by the Planning Commission and was seeking input from the Heritage Commission. V. Young noted that she and Chairman Heid had prepared the memo from the HPC to the Planning Commission on this item and that it would be going to the Commission in their agenda packet for the February 10 meeting. II. Old Business A. Recap of joint meeting with City Council, 1/26/88 . The Commission reviewed the draft minutes for the joint meeting that had been prepared by the City Manager and had no 1 Heritage Preservation Commission Minutes - 1/20/88 suggestions for changes. The general consensus was that the meeting was a positive one, with good clarification of many issues. V. Young noted that the adoption and status of the Heritage Resource Inventory had been agendized for Council discussion at their meeting this evening. She distributed a memo prepared on the topic by the City Attorney. B. Recap of Preservation Workshop, 1/29/88 Commissioners agreed that attendance at the workshop had been very worthwhile. Commissioner Ansnes stated it was important to develop a plan for adopting the Inventory, using the input and techniques learned at the workshop. The Commission discussed various ideas regarding this, from a big town hall meeting to small neighborhood groups or one-on-one discussion with property owners. It was decided that Commissioners Ansnes and Voester would develop various scenarios and bring them back to the entire Commission for discussion. C. Heritage Resource Inventory - work session There was consensus that each Commissioner would give . their corrections and comments on the inventory forms to the Secretary, who would in turn edit the forms for final review by the Commission. Commissioner Landsness will continue taking photographs of the properties. III. Items Initiated by the Commission A. Voester - Reference materials. Commissioner Voester shared two reference books she had recently found: History of Santa Clara County, by Eugene Sawyer Pen's Pictures IV. Adjournment The meeting was adjourned at 4:50 p.m. The next regular meeting will be held on Wednesday, February 17, 1988 at 3:00 p.m. Respectfully submitted, Valerie Young Secretary to Commission 2 ~Q~ ~ ~~~~~~~ z ~ Options for notifying owners about publication of the Inventory ~N C by: Liz ~-r,s~~s~ i~io (~S~ 1. Adopt the Inventory at::.a noticed public meeting of the Commission and do nothing else. Advantages Disadvantages Simple to organize Least likely to cause owners' We would loose a valuable opportunity to concern or rouse fears about publicize work we have been doing. additional regulation. Would would not contribute to awareness of downplay the importance of the Inventory, Preservation in general ~ which might emphasise importance of owners of new possibles less likely to come forth designated properties by contrast. Owners who found out later might think this was Council is unlikely to hear from 'under the table' and that we had some reason angry or worried homeowners. for keeping this a secret 2. Hold a ''Town Meeting' at the time of adoption. Possible form or organization 1. Send a carefully written letter of invitation to all owners on Inventory 2. Schedule at time and place most likely to encourage attendance. 3. Several speakers covering a. What Inventory is and is not b. Criteria for inclusion or exclusion in Inventory c. Presentation of advantages to inclusion - Historic Building Code (if true), possible increase in value of property, contribution to community, maybe certificate or other tangible recognition d. Discussion of form used e. Discussion of designation- encourage owners to designate- possibly introduce owners who have designated. f. Discussion of ongoing work of the Commission- 'possibles' list Encourage participation in work of Commission - public awareness of preservation g. Sharing with each owner the information we have gathered on his property.'" Maybe each commissioner could meet in a small group with the ten owners he or she researched Advantages Disadvantages get it over with at one time Council could be present to give Owners may not come-then we'd still have community a sense of Council support to notify them for the Inventory Impersonal Would guarantee that all owners heard A few worried or angry owners could cause exactly the same information, would be others to become upset surest way to guarantee that all information was accurate and complete Would probably give the biggest publicity impact. 3. Hold a series of neighborhood meetings at which small groups of owners would ~~~ be told about the inventory. possible form and organization a. divide properties into groups of 4-8 by geographic location b. contact an owner in each area and ask her/him to host a meeting. c. one or two commissioners would meet with neighborhood owners to present information as outlined in 3 a-g above, after contact by letter or phone. Advantages Disadvantages Personal, yet still part of neighbor- time-consuming to hold hood group difficult to organize Probably easiest format for woners to different commission members might express concerns and have questions inadvertently leave out something or answered give the worng information one angry owner would be with only a few others LWould not be much publicity value_.j ~ Neighbors likely to come forward with suggestions of new properties or new information 4. Commission members personally contact owners and set up a meeting with them if needed. (certain owners could well be just told with a phone call) Possible organization a. Commission would draft a 'script' containing the issues outlined in section 2, and go over it before hand to be sure all Commissioners have the same information b. Each Commissioner would contact the owners of the properties he researched and set up a meeting if appropriate. c. Commissioner will meet with owner to go over the form and to present information developed in 'a' above It might be advisable to have two Commissioners go together to meet with owners to be sure nothing is left out. Advantages Disadvantages A worried or anxious owner could be Time consuming. reassured most easily Care would have to be taken that Personal-presentation could be we are all saying the same thing directed only at that owner and to everyone his property Information about other properties Encouragement to designate might maybe less likely to be forthcoming be easier on one-to-one basis Little if any publ icity value Easier to organize than option 3 Would not make such a 'big deal' out of the survey, therefore less likely to make owners suspicious of new regulation is - - Publications • One of the major ways in which an historic resources survey benefits historic preservation in a community is that it builds public awareness of the community's built environment and historic heritage. As the survey progresses toward completion, increasing. amounts of information will be available to help achieve this ob- jective. Publications using this information are an effi- cient means of communicating preservation concerns and recommendations to a variety of people in the public and private sectors-community planners, local decisionmakers, residents, and educators. This section discusses ways of making survey data available to a broad audience through a range of publications and promotional material. What should be published once a survey is completed? The decision of what and how much to publish depends on the community's own goals and priorities Among the factors to consider are the purpose to be achieved, the potential audience of the publication, and the amount of money available for publication. Communities should be aware that publication may be the single most expensive part of the survey proc- ess. Apublication is evidence of local commitment to ongoing preservation activity, however, and may be instrumental in generating enthusiasm and obtaining support and funding for carrying out the overall com- munity preservation plan and other preservation projects. A single publication that attempts to convey the full range of detailed survey information may be over- whelming. The general public may be interested in some but not all of the information that is important to the professional historian, archeologist, architect, or planner or to local government officials. All may be interested in the historical, architectural, and ar- cheological resources of their community, but exten- sive explanation of methodology, standards and criteria, and development and alternatives for further action may be of interest only to limited, particular audiences. To make effective use of survey data, a community may want to schedule several publications reflecting the varied interests of local citizens and organizations. General interest publications can provide information on the architectural, archeological, historical, cultural, and environmental character of the community. Pub- Publications lications that can make citizens aware of their cultural heritage and provide the impetus for local preserva- tion activity include summaries of local history and prehistory, guidebooks, historic and archeological monographs, photographic essays, illustrated selec- tions from the inventory, and leaflets on individual properties or areas. Other ideas include the produc- tion of walking tour maps and posters summarizing survey results or illustrating the community's heritage. Publications containing more technical information may be used to communicate the goals and methods developed in the preservation plan to local ad- ministrators and decisionmakers. These may sum- marize an entire inventory, present the results of ar- chival research, reconnaissance, or intensive survey as overlay maps showing areas where particular kinds of historic properties may be expected, present the survey process and methodology, and provide de- tailed guidelines for preservation, restoration, or rehabilitation. The following types of information should be pub- lished as the results of surveys, though not necessarily all in the same volume: • The name of the group or agency conducting the survey and identification of personnel involved. • A brief introduction to preservation and explana- tion of the reasons for undertaking the survey. • A brief description of the historic contexts, goals, and priorities that structured the survey. 69 .~. :;`-: >j . :': • An explanation of criteria used in evaluating prop- . erties. • An explanation of survey methodology. • A general description of the area covered by the survey. • A discussion of the historic property types repre- sentative of each historic context. • Particularly in the case of a reconnaissance level survey, a discussion of the likely locational distribu- tions of different historic property types. • Examples of, or a complete list of, the properties identified. A list of some or all properties in the in- ventory. If a large number of structures ;and sites are included in the inventory, description of all the prop- erties may prove overwhelming to the general reader. • Illustrations of significant resources; maps, photo- graphs, line drawings. • A discussion of the visual and physical. interrela- tionship among environmental features, large and small, manmade and natural. Discussion of the visual effect of new buildings juxtaposed with older ones; pivotal structures with less important neighbors; the relationship of buildings to open spaces. Discussion of natural features such as rivers, bluffs, an~i hills which define an area's character; also other elements such as vistas and views, paths, focal points, edges and land- marks, signs, graphics, landscaping, pavement, lighting, and street furniture. Discussion of pertinent social and cultural characteristics of historic districts and other properties. • Outline of long and short term goals (as defined in the preservation plan). • Recommendations for community action based on the survey, and discussion of techniques and strategies for accomplishing these objectives: legal and financial tools, sources of funding, architectural and planning options. • Information explaining how the survey may result in or affect local designations, and how the local historic preservation commission and review process, if any, function. • Glossary and bibliography • Additional planning data, such as current building use, social factors, and zoning. • State, Federal, and local preservation activity, related groups, and programs. • Storage and repository systems; explanation of where and how to find information on properties surveyed.' What are some considerations in production and distribution of survey publicationl • The primary considerations in production and distribution are the format and quality of the publica- tions desired, the intended means of distribution, and the amount of funding needed. Funding a publication usually involves resourcefulness, imagination, and persistence. Although a community should expect to bear most, if not at all, of the cost of publishing, Federal and State funding sources can sometimes be helpful; the State Historic Preservation Officer should be consulted for advice. Locally, businesses and chambers of commerce may be persuaded to under- write the cost of such publications; also, F;roups whose members were involved as volunteers in the survey process may wish to contribute, as; may other civic groups and clubs. Realtors and organizations of realtors may contribute to publication, particularly where they are active in the sale of real estate in historic districts. Editors and designers ma.y also be persuaded to donate their time to production of the publication. An alternative means of paying for publishing costs is to obtain the services of a local university or environmental press willing I:o undertake such a publication. Bank loans may provide another means of funding publications; though rare, the technique has been used successfully by several organizations. 70 In creating a publication, it is important to consider format and tone. Well-designed publications will com- municate the urgency and challenge of preservation ~` efforts, educate residents and local officials, and stimulate greater visual awareness; unwieldy, verbose, or visually unattractive publications can negate the impact of the most interesting and valuable body of information. In tone, format, and content, a publica- tion should be designed to interest as well as inform those to whom it is directed. Awell-designed publica- tion need not be expensive: imaginative use of line drawings, type copy, and paper color will enhance format at relatively little cost. Obtaining the services of a designer, and possibly an editor, may result in a more professional-quality publication. Ideally, editors working on the project should have done similar work (with local historical or environmental groups, for example), and have in- terest or experience in preservation. Designers should be familiar with paper stock, typefaces, and page design, and be able to deal effectively with photographs, drawings, maps, and other graphic material. A printer is usually selected on the basis of bids, and the press selected is generally the one that offers the ~. Publications .. _ 4 r ; e fyn',~~ ily~'~.4~SmRa~^.~b'~~ tir ~r ~y,. »~ d s jam: ~~r~i-t ,~ • best quality at the lowest cost. Usually a publication schedule is not. worked out until the project is well underway, at a point when the project manager can estimate the number of pages, amount of graphic material, kind of paper, type of cover, and number of copies needed. Distribution and promotion considerations apply primarily to general interest publications. For these publications, alternative methods of distribution need to be considered: whether a publication is to be distributed free of charge (i.e., to every house in a particular area, at a lecture, tour or other event, or at a particular location), or sold. If sold, will it be sold by a particular organization or commercially, and at cost or for profit? Press releases and advertisements are useful in pro- moting apublication. Sending review copies to the State Historic Preservation Officer and local newspapers, journals, and radio and television sta- tions, and publicity copies to municipal libraries, ar- chives, and other public information centers, may en- courage review and display of the publication. Thought may also be given to visual or graphic pro- motion of the publication; posters may be placed in post offices, grocery stores, libraries, and schools, or copies of the publication may be displayed in store windows. What are some alternatives to traditional publication? It should be stressed that there is seldom a need to publish all the data resulting from a survey; what is important is to make it available to those who need it Eor planning and related purposes. The basic survey data should be maintained in flexible, open-ended files with appropriate catalogue systems, as discussed in Chapter III. Publications should present summary data, data needed to back up plans and recommenda- tions, and material of direct public interest. In the storage and presentation of primary survey data themselves, micropublication may be useful and economical. The most common Eorm of micropublica- lion is microfiche, where each 4-by-6 inch plastic fiche contains the images of"up to 100 pages of text and pictures. Commercial microfilming companies can generally produce multiple copies at a much lower per-page cost than printing companies. Such newer technologies as videodisc recording should also be ex- plored; videodisc recording is relatively inexpensive and can handle a greater range of material than any other form of data storage and presentation. It also can be integrated with computer systems and used in the analysis of data as well as in its storage and presentation. Publications C~ ~~~ • • R1"CEIV~D Q\~s E A u , q c, SOURISSEAU ACADEMY ~~Q ~ 1'~~t~ o Department of History ~ San Jose State University PLANNING DEPT. San Jose, California 95192 SOURISSEAU ACADEMY AWARDS The Award Program of the Sourisseau Academy, Depart- ment of History, San Jose State University, annually recog- nizes outstanding accomplishments of individuals and organ- izations serving the interest of Santa Clara Valley his- tory. Two awards of X600 each, one to an individual, and one to an organization are granted, in one of several cate- gories: A. Voluntary service and outstanding achievement in the historical community. B. Organization which brings its historical resources to the community through either public programs, exhibits, and/or publications stimulating awareness of our rich heritage. C. Recognizing significant historical activities and accomplishments of an individual. D. Fostering and completing countless valuable projects and research for the restoration and preservation of our historical heritage, either by an individual or an organization. E. In-depth research and writing that has a beneficial im- pact on the public. Please send nominations with accompanying qualifications to: Glory Anne Laffey Sourisseau Academy Department of History San Jose State University San Jose, CA 95192 Deadline for submissions: Thursday, March 31, 1988 If there are any questions please phone the Sourisseau Aca- demy, 924-6510. ~+~~~.~. • . c,.. .~, ....: V ...-. I' ~ ~` ~a ~' ~' ~iU C~LI; I . ~lli~si~~<< THE hi LPI rA$ MI STOaICaI SOCIETY N E~ISLETTER FEBRUARY 1988 VOL. VIII No. 2 *1988 Milpitas Historical Society Officers President -- Elaine Levine 255-3099 Vice President -- Ed Cavallini ~, 295-6647 Treasurer -- Leo Murphy 984-2856 Secretary -- Carroll Salvi 94b-0454 Hospitali±y -- Mabel Mattos 262-0290 Landmarks -- Sam McReynolds 263-2877 Membership -- Fifi Bradley 946-0144 Planning -- Robert Webber 262-3470 ~~~ - . There will not be a general meeting on Wednesday, February 10 th. Instead consider yourself invited to the 1988 Installation Dinner, Tuesday, February 23 at Nan's of Tularcitos Restaurant with a superb choice of purl 0 three entree's. Stuffed sole, chicken picata or beef stroganoff for DINN R $12.00. This includes tax and tip. Our guest speakers.will'~.Elai~e ~~ and Jim Rodgers. This promises to be a very special evening. Guests are invited, remember, reservations must be in by February 19. Mail check • with your entree choice to Mr, Leo Murphy 2210 Lauralei Ave. San Jose, CA 95128 or Carroll Salvi 1778 Grand Teton Dr. Milpitas, Ca 95035. MILPITAS HISTORICAL SOCIETY INSTALLATION DINNER Tuesday, 23 February 1988 No-host cocktails 6:00 p.m. N~1'S OF TULARCITOS Dinner 7s00 p.m. MENU 1. Stuffed sole 2. Chicken picata • 3. Beef Stroganoff Soup, green salad Dessert Coffee,Tea, Milk Menu choice Number of reservations ~ at. $12.00 each incl~~3ino gratuity Check enc?osed $ Make checks to Milpitas Histor- ical Society. Mail reservation, menu choice and checks to~Leo Murphy, 221o Lauralei Ave. San Jose, CA. 95128before Friday, 19. Name(s) Address Phone No. i i JOSE HIGUERA ADOBE ' A. BIG THANK YOU Congratulations to a fine job well done= Oscar Wyatt, Cora Kiley, " Anne Campbell Smith, and Barbara Carroll. We are all pleased with the achievements of the past year and with out your help it never would have been possible. Thank You. RENEW YOUR MEMBERSHIP ::: It is now the time of year when we ask that you submit your dues payments to Leo Murphy , 2.210 Lauralei Ave. San Jose, CA. 95128. We will be sending membership cards to those of you who have already paid. Thank you. This year we would like a record number of new members. We would like each member to :recruit at least one new member. We are 0 ,• planning a very interesting program for the up and coming_•new year. 0 ~b~/ Please ,y'oin us. - _ ~~R~ ___ 1•'I~'BORABI'LIA We are present2,y looking for old pictures or memorabilia of Milpitas. Please contact Ed Cavallina at the Library or 262-1171. GUEST SPEAKERS -= JIM AND ELAINE RODGERS Jim attended local grade schools. And graduated from James Litk High School. Jim at one time was on the City Council and Mayor of Milpitas. He was very active in the (:hamber of Commerce, Ducks'-Unlimited and other civic functions. Elaine Rodgers was reared :Ln the Berryessa area of San .Jose. She graduated from Notre ;Dame and holds a degree in special education and computer programming. Ela'Lne nox conducts the computer laboratory at Alexander Rose Element ry School. •~"" ~ . .). ~. .. - 'N. Jim -and Elaine have been married thirty years:,: .They'"'also have three ,.~._. - ,., wonderful children. '.;"'°" Both Jim and Elaine have Ewen alot to Milpitas,-~•--~Ycjti-:.will never find two ' -- more dedicated'~people;: - - - :._-- -_- - ,--. `- . Milpitas Historical Societ3- # 40 North Milpitas Boulevard Milpitas, Calif. 95035 ~ pS E e~ v P M `~~` /cR~g ..p--~ -~ ~- - ~ -. - FIRST CLASS Landmarks Preservation City oaf Saratoga 13777 Fruitvale Ave • Saratoga. CA 95070 !!,I~„!:I:l!~:,I,,,Iil,,,l,i„I STATE OF CALIFORNIA-THE RESOURCES AGENCY GEORGE DEUKMEJIAN Governr STATE HISTORICAL RESOURCES COMMISSION ~ ••~:=~~ DEPARTMENT OF PARKS ANO RECREATION • ;~~; ' POST OFFICE BOX 942896 • SACRAMENTO, CALIFORNIA 94296-0001 (9161 445$006 NOTICE OF HEARING STATE HISTORICAL RESOURCES CONI~IISSION NOTICE IS HEREBY GIVEN that the State Historical Resources Commission pursuant to Section 5020.3 of the Public Resources Code and pursuant to law, will meet on Friday, February 19, 1988, in Room 1131, 11th Floor, Resources Building, 1416 Ninth Street, Sacramento, California, to take action on the attached agenda. NOTICE IS ALSO GIVEN that any person may file a written statement on any subject on the agenda by writing to the undersigned, or by presenting oral or written statements or arguments at the hearing at 10:00 a.m., or as soon thereafter as the matter may be heard. Inquiries may be directed to Sandra J. Elder, (916) 445-8006, or the State Historical Resources Commission, Post Office Box 942896, Sacramento, CA 94296-0001. Kathryn Gualtieri Executive Secretary STATE OF CALIFORNIA-THE RESOURCES AGENCY GEORGE DEUKMEJIAN. Gover STATE HISTORICAL RESOURCES COMMiS;510N =~ ~~ DEPARTMENT OF PARKS AND RECREATION •"~;~ POST OFFICE BOX 942896 ``~ SACRAMENTO, CALIFORNIA 94296-0001 (9161 445-8006 MEETING OF THE STATE HISTORICAL RESOURCES COMMISSION A G E N D A DATE: February 19, 1988 9'O•o ~~2 9~ ~2 \ ' ~~ O TIME : 10:00 a . m. o~C ~~ ~ ~2c PLACE: Room 1131 - 11th Floor Resources Building 1416 Ninth Street Sacramento, California I. APPROVAL OF THE MINUTES OF 'THE MEETING OF November 6, 1987 II. GENERAL DISCUSSION AND DELEGATIONS History and Development of California Register of Historical Resources: Karana Hattersley-Drayton (Chair, Subcommittee on the California Register) Executive Secretary's Report: Kathryn Gulatieri Public Testimony (questions and remarks regarding development, history or implementation of Register) (Presentation and discussion of separate criteria) Criteria A, B, C (Architectural Resources: Paula Boghosian, Architectural Historian Discussion and public testimony Criterion D (Archaeological Resources): Dr. Michael Moratto, Prehistoric Archeologist., and Dr. ~tobert Hoover, Historic Archeo- logist Discussion and public testimony Criteria E and F (Intangible folklife resources: Karana Hattersley-Drayton, Folk:life Specialist Discussion and public testimony • • -2- '9,CA Oc~2 9 ~~ ~ ~~, O R~ Criterion G (Collections and Archives): Milford Wayne Donaldson, AIA, Architect Discussion and public testimony Application Forms, Instructions for Register: Subcomittee on the California Register Discussion and public testimony G~ ~. STATE OF CALIFORNIA-THE RESOURCES !#GENCY ' GEORGE DEUKMEJIAN, r;overnc STATE HISTORICAL RESOURCES COMMISSION ,~' DEPARTMENT OF PARKS AND RECREATION •"~,~` POST OFFICE BOX 942896 SACRAMENTO, CALIFORNIA 94296-0001 (916) 445-8006 ' Timeline for Development of Criteria and Procedures for the California Register of Historical Resources November 1987 Submit to the legislature, revised report of December 1986 of the SHRC Sub-Committee on the California Register December 15th Deadline for draft of criteria addressing archives, museums and collections (Thomas Frye, Carola Rupert and Mark Rawitsch) November, December Ongoing evaluation and response from folklorists/preservationists to drafts of folklife and "architecture" components January, 1988 SHRC Sub-Committee on the California Register to collate all draft criteria with a sample application form. Packet to be disseminated ~ • to commissioners and public with official notification for February SHRC meeting in Sacramento February 19, 1988 Special session of the SHRC on the California Register, with active public testimony and discussion of proposed program March 1, 1988 Mail revised program, per February 19 meeting, to SHRC and preservation community March 18, 1988 Additional testimony and review by commission at SHRC meeting in Ontario May 6, 1988 Final vote by commission on expanded criteria and procedures at SHRC meeting, Berkeley Karana Hattersley-Drayton • Chair SHRC Sub-Committee on the California Register STATE OF CALIFORNIA-THE RESOURCES AGENCY GEORGE DEUKMEJIAN Govern STATE HISTORICAL RESOURCES COMMISSION DEPARTMENT OF PARKS AND RECREATION •",;, POST OFFICE BOX 942896 SACRAMENTO, CALIFORNIA 94296-0001 (916) 445-8006 February 2, 1988 Enclosed is a draft of the criteria for the California Register of Historical Resources. Please note that this is a draft. We invite your response to the overall concept of the proposed register and the individual criteria. As you will note, there will be a special meeting of the State Historical Resources Commission on February 19 regarding the proposed register. The Commission will consider both public testimony and written comments. In order to be considered by the Commission, letters should be received by the State Office of Historic Preservation by February 16. Sincerely, J • Kathryn Gual ieri Executive Secretary r~ [draft 1/26/88] JT'15~0rrcal~ CALIFORNIA R]:GISTER OF RESOORCES Introduction I'i'~!5 foYlcq/ . The California Register of TL-~~ Resources is a listing of our state's most significant historical resources ~ - whether tangible or intangible, above ground or below, whether housed in the most prestigious museum, or expressed "ephemerally" at the annual celebrations marking the cultural heritage of the diverse ethnic, occupational and regional communities of this stage. ~o-~ Inclusion on the California Register^trigger$ protective mechanisms under federa]_ and state law, for tangible properties (e.g. buildings, sites and districts). For intangible/ • folklife resources, list:ing on the California Register is, at this time, honorific and celebratory. But in both cases, the documentation required for the nomination process adds immeasurably to the understanding of our state's diverse resources and informs planning and cultural resource management at both community and state levels. Placement on the California Register is obtained as follows: 1) by nomination to the National Register of Historic Places once final, positive action has been taken by the State Historical Resources Commission; 2) by nomination ar.~d acceptance to the State Landmarks Program; • California Register, introduction page 2 3) through selection as a National Heritage Fellow U through the National Endowment for the Arts, or o,. a~g 4) by direct nomination and acceptance to the California Register of Heritage Resources. All nominations to the Register are systematically evaluated at public hearings of the State Historical Resources Commission. i ~l$ fOY-C~~ CALIFORrtIA REGISTER OF RESOURCES Criteria O,.4f 7r~S ~Y~rG~t f The California S~e Register of ~erttage Resources shall ackno~riedge resources defined as those objects, structures, buildings, districts, sites, archives ,collections, folkiif'e resource.: whether they be tangible or intangible, and " cultural living treasures", which are significant in the historical, archeological, architectural, and cultural annals of California ,and: A. that are associated vrith events that have made a significant contribution to the broad patterns of California history; or B. that are associated vrith the lives of persons significant in California's past; or C. that embody the distinctive charsctaeristics of a type, period, region, or 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, or constitute a unique individual expression. important in the history of Californian or D. that have yielded, or map be likely to yield, information important in prehist • ory or history; or E. that represent significant cultural or ethnological traditions, patterns, or events important in the cultural heritage of California: or F. those individuals echo hati-e significantly contributed to their community's cultural heritage, i.e. "cultural lijring treasures;" G. Represent well-documented assemblages of historically significant artifacts and archival materials held in public domain. and: shall have been established or demonstrated a continuity of tradition for at least thirty-five years prior to registration. Exception : to this thirty five year limitation shall be considered for listing on a case by case basis; and: shall possess a degree: of integrity as defined in the guidelines for that resource category, or: or: are listed in the National Register of Historic Places, • ~p Qf~ have been designated ss a California State Historical Landmark ,beginning Stith No. ?70. Landmarks i - 769 ,registered vrithout benefit of criteria, maybe included as revie~red and determined eligible . Thematic Considerations: Thematic considerations shall include but are not limited to the follo~ring; science, engineeringltechnology economics, agriculture, education, politics, military sociology, arts, politics! government, commerce, entertainmentlrecreatian, philosophy lair, industry maritime history, etc. Historical Context: ~~rf In order to qualify for the~a~e-itegister, a property must be significant in Stale history, architecture, archeology, engineering, or culture. The property 1) must represent a significant theme or pattern in the history architecture, archeology, engineering., ar cultus•e of a locality, or the State; and 2) must possess characteristics that make it a good representative of that theme or pattern. J Guidelines : ~~ ' t and historic resources. Structures, objects, busl.dings, districts, sates; prehis oric . The above mentioned resources must possess one or more of the specific criteria as denoted in paragraphs A,B, C, or D. These criteria identify properties significant for their ablity to characterize, illustrate, reveal, or recall specific persons, events, lifeways, patterns of development, or architectural types recognized by the public or the professional and scientific community as important in our understanding of the prehistory and history of the State. Criteria considerations: IJloved structures; . f~tS~ort~u/ The California ~:egister of~Ierie Resources encourages retention of significant resources on site, and discourages the non-historic grouping of historic structures into parks or districts. A building or structure removed from its original location may be eligible for State Registration if it meets the Criteria for listing. It is recommended that relocated resources be placed in environments compatible to the original character and use of she resource. Altered Structures; A building or structure whose appearance and design have been • physically altered maybe eligible for listing if it meets State Registration Criteria for listing. Such structures will be reviewed on a case by case basis. It is recommended that if rehabilitated, any such structure be restored to its appearance during its period of significance. Surveys; State Historic Resource Surveys may be included only if certain specific conditions are met by the community or municipality nominating the Survey: 1. The Survey must ha~re been professionally evaluated ~~ithin the State Office of historic Preservation. 2. Proof must be given. that all owners of properties included in the Survey have been duly notified. 3. Extant Surveys predating the nomination by three years must be updated regarding demolished and substantially altered.structures. Integrity: Integrity is the authenticity of a property's historic identity, evidenced by the survival of physical characteristics that existed during the property's historic or „'!' prehistoric period. If a property retains the physical characteristics it possessed in the ' past then it has the capacity to convey association with historical patterns or persons, architectural or engineering design and technology, or information about a culture or people. ff`~s~ ors:=4/ Resources to be listed in the California S~j~e Register of~l:er~ade-Resources must retain enough integrity to reflect these associations and convey a sense of its past and historical context. Criterion A: Criterion A recognizes properties associated with single events important in California history, or a series of events that made a significant contribution to the development of a community or the State. The event or e~-ents must be important within the theme or pattern; i.e. settlement in the case of a town, or the development of a maritime economy in a port city. The particular property should be a good representative, with strong associations fo the theme or specific event(s). The significant contribution of any specific event or series of events associated with a resource to the broad patterns or themes of state or local history must be demonstrated . It must be possible to document through accepted means of historical research that the property under consideration did exist at the time of a specific event or series of events, and that the property was associated with those events. A property associated witha specific event maybe: the site of a decisive battle, or the building where an important invention was made. A property associated with general events maybe: s site significantluy associated with the settlement of development of an area; a railroad station used as the focus of a community's transportation system, commerce and economy; a ranch or agricultural complex contributing to the development of an area or porduct/crop; a building used by an important social organization in a community, or serving a public need with particular distinction. Criterion B: To be considered for listing under Criterion B, properties must be associated vrith the lives of persons significant in our past. Considered resources will include those associated with individuals whose specific historic contributions to our society can be inderltified and documented, as yell as tbose illustrating the individual's important achie~~ements {generally his or her adult productive life.} Length of association should be identified and mauy be an important factor when many properties with similar associations survive. A property is eligible if it is associated with an individual who had greater historic importance than others in the theme of significance being evaluated. A property's association with an individual must be documented by accepted methods of historical research that can include ~~ritten or oral history. Several properties in a community or atate maybe eligible if they represent different aspects of the productive life of an important person associated with them, or if associations are brief but consequential. Criterion C: . Criterion C identifies resources that embody the distinctive characteristic of a type, period, region, or method of construction, illustrating the way in which a prroperty was conceived, designed, or fabarticated by a people or culture in past ~~ periods of history. Resources that represent the work of a master, or that possess high artistic values, or that represent a significant and distringuishabie entity whose ~ components possess individuaS distinction, i.e. districts, gill also br eligible under this criterion. Districts are usually historic environments that convey a sense of time and place through the survival of many different kinds of features and the relationships between those features. The features or traits of design or constdruction that tend to recur is pasrticular types, periods, or methods of <~nstruction can be said to characterize those kinds of properties or construction practices in the past. To "embody distinctive characteristics", a property snust clearly represent the type, period, or method of ~ construction, enhancing our understanding of the class of resources of which it is a part. A significant resource clearly illustrates; 1 } the pattern of what was common to the class or resources; or 2} the individuality or variation that occurred within the class; or 3} the evolution of that class over a period of time; or 4} the transition between that class and others. The characteristics that link properties by type, period, or method of construction may stem from shared or related cultural background, technology, needs, purposetuses, tradition of construction, workmanship, availability of materials, etc. In example, a buildin€;, which is identified luknder the theme of Gothic Reviival architecture, is eligible if it possessews the distinctive characteristics that make up the vertical and picturesque quality of the style, such as: pointed gables, steep roof pitch, board and batten siding, and ornamental bargeboard and veranda trim. The phrase "type, periiod, or method of construction" refers to properties related by cultural tradition or function; by date of construction or style; or by choice or availability of materials and technology. A structure is eligible as a specimen of its type or period of construction if it is a good example of building practices of a particular time in history or prehistory, i.e., a • Ilative American earthworY. <:onstruction, or as particular structural framing system. High statistic values spay be expressed in many wa~~s, including areas ad diverse as community design or planning, engineering and sculpture. A property is eligible if it si fully araticulates a particular concept of design that it expresses an aesthetic ideal. Eligible properties include: a sculpture in a to-~n square that epitomizes the design principles of the Art Deco style; a building that so exemplifies the design of the Craftsman style that it is a classic expression of it; and a landscaped park that synthesizes early 20th century principles of landscape architecture and expresses a~1 aesthetic ideal of environment. A master is a figure of generally recognized greatness in a field, a known craftsman of consummate sY.ill, or an anonymous crafatsman whose wort. is distinguishabieftom others by its characteristic style or quality. The work of that master is eligible if it expresses a particular phase in the development of the individual's career, an aspect of his work, or a particular idea or theme in his crat't. A structure designed 1by a prominent engineer is eligible if it expresses a partricular phase in the development of the individual's career, an aspect of his work or a particular idea or theme in his craft. A district must be a significant entity. It must be important for historical, architectural, archeological, engineering, or cultural values. A group of buildings and structurees is eligible as a district if it possesses historic significance, for ex~mnple, the buildings of an 1890s college campus significant under Criterion A in the dev~:lopment of educational facilities in a state. A district must also bc: a distinguishable entity. The district as a whole must have a character or a coherence that makes it an identifiable historic environment and differentiates it from adjacent areas. • ~~ A district is a distinguishable entity if it can be defined or bounded by natural or manmade features, and may be~ distinguishable from surrounding areas by changes in topography, land use, historical patterns or development, or sight lines. A district may be significant as a ~rhole even though it may be composed of components -sites, buildings, structures, and objects -that lack individual distinction. A district's identity results from the grouping of features and from the relationships among those features. Shese relationships convey the sense of the historic environment. A district may be a grouping of archeological sites related primarily by their being common components in a defensible research design, and often will not visually represent a specific historic environment. A property can be signifcnat under Criterion C either for the way it was originally constructed or crafted; or for the way it •aras adapted at a later point in time; or for the way it illustrates changing tastes, attitudes, and uses over a period of time in the past. An object that has not been significantly altered since its original constdruction and is important as a good example of its type is eligible {e.g. a donkey steam engine or a redwood dugout canoe.} A site or structure is eligible if it illustrates significant historic adaptation ofpre-existing features. A district can be eligible if it illustrates the historic character of a place as developed over a particular span of time, vrhich included mo:•e than one period of growth. For example, a district maybe eligible that incopmpasses the commercial • development of a town between 1820 and 1y10, characterized by buildings of various styles and eras. A property maybe significant because it represents either an unusual, or a widely practiced, or a regional type or method of construction. It may have been innovative or influential; or it may h j ave been traditional or vernacular; the significance or' the property is determined by considering the property within its context. [draft California Register 1/26/88] Criterion D It is recommended that thE~ criteria for prehistoric and historic archaeological rE:sources as currently delineated in the National Register of Historic Places 36CFR60.4 be ~~s to ~~~ adopted for the California Register of u~-~e Resources. ~~ ~~ L~ y [draft 1/26/88] Criteria E and F ~~ , TI'~S7drtc2/~ ~" California Register of ~~t-aye Resources a Intangible cultural resources which significantly contribute to California's diverse multi-ethnic heritage are eligible for the California Register under criteria E and F. Historic preservation policies to date have addressed tangible properties and objects, (e.g. buildings, sites and shipwrecks), whereas the expressive "intangible" traditions of a given community have been largely overlooked. Not all groups---newly-arrived immigrants in particular--- possess or are associated with significant buildings and sites. However, all communities possess a cultural heritage which helps to define that group's identity and which may merit recognition and preservation. a4° ~ 9~G Both the Amendment to the Historic. Preservation Act of ~-~9- and the subsequent California Heritage Task Force report recognized the need for a more comprehensive approach to our cultural heritage through the documentation and preservation. of the full range of a community's traditions, or folklife. As defined by the American Folklife Preservation Act of 1976, folklife represents "the traditional expressive culture shared within the various groups in the United States: familial, ethnic, occupational, religious, regional." Folklife may be expressed "ephemerally" through such forms as music, dance, festival, custom, foodways, etc., or materially through folk • building, landscape and folk art. [Criteria E and F, page 2] Intangible folklife resources are served by~two separate ~~ ~~ categories of the Register, (tangible folk heritage resources may be nominated under Criteria A, B, C or G). Criterion E recognizes longstanding community events which serve to exem- plify and sustain a grou;p's unique identity and heritage. Criterion F acknowledges those living masters who best embody their community's artistic and cultural traditions and who often create and give meaning to. the artifacts ultimately collected and housed in our state's museums. Intrinsic to both categories are the concepts of tradition and group. Thus only resources .which demonstrate a continuity of existence and which embody the values and aesthetics of a specific group are eligible for nomination. Criterion E Community events, as for example processions, agricultural fairs, festivals and celE~brations, which meet the following criteria are eligible for nomination to the California Register if they: 1) have prevailed over a significant period of time (35 years or more), show a continuity of tradition and have been preferably, although not exclusively held in the same location; 2) derive from and are sustained by a particular community whether the community is ethnic, religious, occupational or regional, (thus not multi-cultural or commercially-produced • events); • [Criteria E, page 3] 3) form a vital link between the community and its social, religious and/or cultural heritage; 0 rQ,~ 4) serve to sustain and preserve community values. • Examples include: Chinese New Year Parades, a local agricultural fair, a Portuguese-American Holy Ghost Festa, Jackson's Italian picnic, local and particularly notable 4th of July celebrations. At which time that the event is abandoned, irrevocably altered, loses its ties to the original community and/or the function becomes obstensibly commercial rather than social (or ritual), the event may be delisted. Criterion F Those individuals, often although not exclusively the elders of a particular California "community," whether ethnic, occupational, religious or perhaps regional, who exemplify and carry on the traditions of their group which are intrinsic to the distinct heritage and continued vitality of that group, may be nominated as "cultural living treasures." The individual so honored must have learned their craft as part of an ongoing cultural tradition, which is the personal heritage of the individual so nominated. Upon death of an individual there will be no official delisting. Examples: A Pomo basket maker, Sicilian fishnet maker, Mexican- American curandero (healer), or Serbian tamboritzan master. [Criteria F, page 4] This component of the California Register has as precedent the National Heritage Fellowships program of the National Endowment for the Arts, :Mate heritage/governor's heritage awards as in Utah, and tY:ie Living Treasures Program of Japan. All National Heritage award winners from Calfiornia will be automatically listed on t:he California Register following the receipt of their nomination from the National Endowment for the Arts. # # # • ~~ II • ~ JanuaryL5, 1988 California Register of Historical Recources G. Collections, Museums, Archives and Libraries A. Overview Throughout California there are several hundreds of collections, housed in museums, archives, libraries and in private institutions. Many of the artifacts contained in these collections relate to historical elements of California culture reflecting familial, ethnic, occupational, religious and regional history. The inclusion of well documented collections of historically significant artifacts in the Register should be considered insofar as they relate to definite elements of California's history. The California Register should consider designating only those materials held by institutions that follow meaningful collections documentation procedures, and are repositories for meaningful collections. Public accessibility and use of historical materials through research or exhibitions are important considerations for designation. • B. Categories The collections for nomination are grouped into three main categories: 1. Individual Items The' individual items are objects or a specific object that meet the Register's guidelines of historical significance. These items shall be those materials that are in the realm of public ownership and are widely and regularly accessible to the general public. These objects should meet the evaluation criteria. 2. Entire Collections These collections shall be managed by institutions with California-specific policies and procedures relating to the Register's guidelines. The institution, museum or library shall guarantee that significant objects will be shared with the general public on a regular basis. Consideration should be given to historical institutions that have developed collection policies and procedures that have been formally recognized by a Board of Directors or a public political entity and thereby acknowledged as meaningful to local California culture. Page 2 3. Uut of State Collections (optional) 1 i t There are many collections outside the State of California which possess significant collections of California materials that could be evaluated under the present criteria. These collections, although not housed within the borders of California, should be accessible by the general public or, at least, available for review and research on an appointment basis. Efforts st-iould be made for exhibition of these objects within the State of: California on a regular basis. C. Specific Criteria for ~tomination 1. An assemblage of kiistorically related artifacts that adhere to all criteria of documentation of the State Register. 2. A single or isolated artifact that adheres to all criteria of documentation of the State Register. 3. An assemblage of artifacts, or a single, isolated artifact that relates to the State of California, documented beyond the political borders of the State. These items must contribute to • current or future Y•esearch. D. Summary The California Register should serve to stimulate rather than stifle the future collection and preservation of historically significant materials. The development of specific criteria should be along very specific lines of cultural documentation and interpretation by dedicated community historians. These collections are examples of community cultural resources for the conservation, research and education of the citizens of the State of California. ~~ ` • ~Et 1 APPLICATION FORMS i A mock-up of the application form has not been prepared because of the almost certain possibility of changes before the final adoption of the program. Aowever, at the present time there is the feeling that any application form used should be flexible enough to cover a wide range of cultural resources. The National Register form. with its myriad questions and small blank spaces, is not the type of application envisioned for this program. The form should contain information on the following areas: identification, ownership and geographical data; description of the resource; significance; and documentation. A map and photographs should be provided as well. Identi f icationl_~,ocation, _and_gwners~i~p The form should contain blanks for the name of the resource and its address and the name address and telephone number of the applicant. If owners must give permission for listing, or if the OHP will be required to notify owners, then the name. address and phone number of the owner will be necessary as well. pesct~.p~~on The resource should be described, its dimensions given, and any alterations noted and dated. If the resource is a collection, the number of volumes or items should be provided. (Folk life resources will need a specialized explanation of what details should be included.) Signi.f~cance The reasons for the importance of the resource should be presented here in a concise argument for listing in the Register. The applicant should provide sufficient contextual information to enable the Commission to place the resource in the perspective of local, state or regional history or culture. Docu~nenta ti on The names of sources used to compile the application should be provided in standard bibliographical form. t'' ~i Maps_and_ ~hotograp~is The Commission may wish only a single map the resource, or it may require a sketch footprint of the resource, if applicable. showing the location of map showing the Current photographs adequate to picture the entire resource should be submitted, and historic photos also, if available. C~ .- • REPORT OF THE STATE HiSTORICAi. RESOURCES CO~fiYIISSiON ON THE CALIFORNIA REGISTER OF HISTORICAL RESOURCES Department of Parks and Recreation Office of Historic Preservation State Historical Resources Commission DECEMBER 1986 Revised November 1987 Gordon Van Vleck George Deukmejian Henry R. Agonia • Secretary for Resources Governor Director REPORT OF THE STATE HISTORICAL RESOURCES CONA~ISSION ON THE CALIFORNIA REGISTER OF HISTORICAL RESOURCES Introduction The Public Resources Code, Section 5020.4 (h), established the responsibility of the State Historical Resources Commission to develop criteria and procedures fora California Register of Historical Resources. la comprehensive state register was first recommended by the California Heritage Task Force. As articulated in its report to the legislature, the concerns of the task force were that the existing state program should reflect a broader concept of heritage resources. In addition, in its deliberations, the task force noted the pragmatic need for the state to define its own priorities regarding heritage resources separate from the criteria developed at the national level through the National Register of Historic Places. At its November 1, 1985 meeting, the State Historical Resources Commission voted to establish the California Register, incorporating, as an interim measure, all properties in California now listed in the National Register of Historic Places, and all California State Historical Landmarks, beginning with no. 770. (Landmarks nos. 1 - 769 were not included, as these sites were registered without benefit of criteria; see report of December 1, 1985.) In its report Ito the legislature of December. 1985, the commission requested a year's extension to allow for public input regarding additional criteria for an expanded register program. At the May 1986 meeting of the State Historical Resources Commission, a subcommittee was i~ormed to sol icit and review public opinion on the register, and on November 6, 1986, the subcommittee reported its findings to the full , commission. Public Response The preservation community was invited to respond formally to the concept of a comprehensive register at all 1986 meetings of the commission. The testimony, from both private citizens and preservation clroups, was overwhelmingly in support of a broadened register program. In particular, letters of support were received from the Conference of California Historical Societies (with a~membership of some 100,000), and the California Committee for the Promotion of Iii story -- which, at its annual meeting, passed a resolution fully supporting a "meaningful and expanded California Register of Historical Resources." Commission Action Following careful deliberations, thE~ commission passed a motion supporting implementation of an expanded California register at its November 7, 1986 meeting in Oxnard, which reads: • THE STATE HISTORICAL RESOURCES COMMISSION SUPPORTS THE DEVELOPMENT AND IMPLEMENTATION OF AN EXPANDED CALIFORNIA REGISTER OF HISTORICAL RESOURCES WHICH ADDRESSES AND INCLUDES THE FOLLOWING: ALL PROPERTIES LISTED ON THE NATIONAL REGISTER OF HISTORIC PLACES, AND ALL NOMINATIONS TO THE NATIONAL REGISTER ONCE FINAL ACTION HAS BEEN TAKEN BY THE STATE HISTORICAL RESOURCES COMMISSION; ALL STATE HISTORICAL LANDMARKS, N0. 770 ON; AND STRUCTURES, BUILDINGS, AND DISTRICTS; BUILDINGS MOVED IF THE SETTING IS HISTORICALLY COMPATIBLE AND APPROPRIATE, AND THE BUILDING IS REHABILITATED TO THE SECRETARY OF THE INTERIOR'S STANDARDS; FOLKLIFE RESOURCES, WHETHER TANGIBLE OR INTANGIBLE, INCLUDING CULTURAL "LIVING TREASURES;" RESOURCES REFLECTING CALIFORNIA'S RICH AND DIVERSE ETHNIC HISTORY; ANO COLLECTIONS, MUSEUMS, ARCHIVES, AND LIBRARIES; WHICH ARE SIGNIFICANT IN THE HISTORICAL, ARCHEOLOGICAL, OR CULTURAL ANNALS OF CALIFORNIA. • IT IS UNDERST000 THAT THE PARTICULAR CRITERIA AND PROCEDURES FOR THIS EXPANDED REGISTER PROGRAM WILL BE DEVELOPED IN A REPORT PREPARED BY THE STATE HISTORICAL RESOURCES COMMISSION'S SUBCOMMITTEE ON THE CALIFORNIA REGISTER, AND WILL BE REVIEWED BY OFFICE OF HISTORIC PRESERVATION STAFF ANO THE PRESERVATION COMMUNITY, AS APPROPRIATE. Criteria Per the motion, a draft of the program's procedures and criteria will be developed and submitted to the legislature, following review by both the Office of Historic Preservation and the preservation community. However, it is appropriate to briefly note several of the additional categories of historical resources which are addressed in the expanded California Register. Moved Structures A concern for many preservationists is the ever-stricter criteria regarding moved buildings in the National Register program. In response, moved structures will be el i gi bl a for nomination to the Cal i forni a Register i f they meet the register's established criteria for significance, and fulfill the following additional requirements: The setting(s) for the building(s) must be compatible and historically appropriate, and the structure(s) must be rehabilitated to the Secretary of the Interior's standards. 2 Folklife The 98th Congress mandated, through the 1980 Amendment to the Historic Preservation Act, that the Department of the Interior, in cooperation with the Library of Congress, would • produce a report on conservation of the "intangible" elements of our culture. The ensuing report, Cultural Conservation, called for a systematic, coordinated approach to protection of cu tura eritage, through documentation and encouragement of tt~ full range of a community's expressive traditions, or folklife. The California Heritage Task Force report, following Cultural Conservation, recognized the need for expanding the concept of historical resources to include fioTklife. In the California Register, those "intangible" properties encompassing folklife will be served by two separate categories: community events (e. g., a Chinese Phew Year's parade, a Portugese Holy Ghost festa), and cultural "living treasures" (e. g., a Pomo Indian basket weaver, a Serbian Tam buritza master), which meet specific and rigorous criteria. California is thus the first state to address this aspect of heritage responses through a state register. Surveys Many in the preservation community voiced support for using statewide surveys as a basis for the Cal i forni a Register. Due t;o 1 imi ted staff resources i n the Off ice of Hi stori c Preservation, and with respect to legal and ethical questions, the commission supports inclusion of state surveys only if certain specific conditions are met by the community or municipality nominating the survey. Thus, an entire survey may be nominated if the survey has been professionally evaluated; if proof is given that all property owners in the survey have been duly notified; and f extant surveys predating the nomination by three years are updated regarding demolished or substantially altered structures. State Historical Landmarks • Landmarks nos. 1 - 169 will be rE~-evaluated and nominated, as appropriate, to the expanded California Register. Process Under the expanded program, placement on the California Register would be obtained as follows: by nomination to the National Register of Historic Places, once final, positive action has been taken by the commission; or by nomination and acceptance to the State Landmarks Program. In addition, properties, sites, and historical resources (in general) may be nominated directly to the California Register. A draft of the full program criteria and a sample nomination form will be submitted to both the Office of Historic Preservation and the preservation community for review and comment according to the following schedule: By February 1988, a draft of they full program with a sample application form will be presented for review at a specially-called meeting of the State Historical Resources Commission. Following public testimony and comments by the full commission at the March 1988 commission meeting, the revised program will be discussed and voted on by the commission at its regularly scheduled meeting in May 1988. The criteria and procedures for the California Register of Historical Resources will then be submitted to the legislature for review and appropriate budget analysis. 3 Conclusion With this motion and report, the State Historical Resources Commission has gone on record as being part of the effort of the first state in the United States to support such a comprehensive state register program. The expanded California Register of Historical Resources addresses the broadest range of California's historical resources -- whether tangible or intangible; whether above ground or below; whether housed in the most prestigious museum, or expressed "ephemerally" at the annual celebrations marking the cultural heritage of the diverse ethnic, occupational, and regional communities of this state. Only in securing and documenting the past do we make fora secure and promising future for all Californians. C~ 4 REPORT OF THE Sl`ATE H1ST'ORICAL RESOURCES COIUIMISSION ON T1= CALIFORNIA REGISTER OF HISTORICAL RESOURCES Department of Parks and Recreation, Office of Historic Preservation State Hiistoricai Resources Commission Gordon Van Vleck George Deukmejian Wm. S. Griner Secretary for Resources Governor Director December 1985 .~ ~ REPORT OF THE STATE HISTORICAL RESOURCES COMMISSION ON THE CALIFORNIA REGISTER OF HISTORICAL RESOURCES Introduction The Public Resources Code, Section 5020.4 (h), established the responsibility of the state Historical Resources Commission to develop criteria and procedures for a California Register of Historical Resources. The mandate came about as a result of Heritage Task Force recommendations for such a register. (Task force findings and recommendations and the appropriate code section are included in the Appendix.) In two public meetings on the subject in 1985, public response was minimal, and the commission was concerned that further attempts should be made to elicit comments from the public before permanent recommendations are made. For this reason, the commission decided to approach its task in two phases. The first was to establish interim standards for the California Register, so properties could now be placed on such a listing. The second was to continue efforts to generate public comment in additional areas of the state, simultaneously developing additional criteria for the register based on public suggestions, interests, and needs. Interim Standards The commission voted on November 1, 1985 to establish the California Register immediately, incorporating all properties in California now listed in the National Register of Hi stori c P1 aces, and al 1 state 1 andmarks, beginning with No. 170. (Th i s number was chosen because landmarks Nos. 1 through 769~were registered without benefit of criteria.) Any future properties recommended by the commission for 1 isti ng i n the National Register, and all future state landmarks, would be added to the California, Register; no separate application forms or procedures would be required. Properties would automatically be listed in the California Register as they are listed in the other two registration programs. Permanent Standards Within the next year, the commission will make additional recommendations based on public input. The permanent criteria are likely to allow inclusion of moved buildings, museum artifacts, and collections. It is expected that certificates will be issued to property owners. Conclusion The state Historical Resources Commission requests a one-year extension, to allow four additional public meetings for discussion of the register. On or before December 1, 1986, the commission will report its findings, making final recommendations on criteria and procedures. • L Appendix (From California Herita California; acramento, Task Force: A Report To The Legislature And Peon 1 e Of Heritage Task Force Findings and Recommendations: California Register of Cultural Heritage Resources Task Force Findings There is no comprehensive official register of California heritage resources. There are historical, architectural, archeological and cultural resources of State and local significance which do not meet the criteria for listing on the National Register or inclusion in the State Landmark Program. Such resources should be listed in an official register for purposes of recognitiion, application of benefits, waivers, or protection. A California register would be broader than the very selective State Landmark program, more appropriate to California i~han the National Register, and more selective than a comprehensive inventory. Task Force Recommendations * Establish a California Register of Cultural Heritage Resources which includes the • listings already deemed eligible for listing on the National Register of Historic Places, California Registered Historical Landmarks and Paints of Historical Interest which otherwise meet criteria established by the Commission. * Criteria for listing on the Register should be developed by the State Historical Resources Commission, and the State Historic Preservation Officer with substantial public participation. Criteria should reflect aspects of cultural heritage significant to California which are excluded from the National Register. r: 2 r vu ~` v l vu i i ~ v ~ i l~ u r Lu ~~ ~. ~\C.~UUI I,CJ UUUC ~ 5020.4. Duties and functions of coazmissioa 3 ~ ' The commission shall do aL' of the following: ~~ (a) Receive and evaluate applications for, and make recommendations with respect to carries on, the National Register of Historic Places to the State . Historic Preservation Officer. (b) Conduct a statewide inventory and maintain comprehensive records of historical resources pursuant to federal and state law, ~incIudiag, but not limited to, historical landmarks and points of historical interest. (c) Establish criteria for the recording and preservation of historical re- sources, and for deletions from historical registers warranted by destruction or damage of an historical resource or other change is conditions. (d) Develop and adopt criteria for the rehabilitation of historic structures: (e) Establish policies and guidelines in compliancy with state and federal requirem~ts for a comprehensive statewide historical resources plan which includes, .but is not limited to, architecture, history, archaeology, and folklife. • (f) Develop and updatt annually, based upon public hearings and active public participation, the statewide historical resources plan. (g) Make recommendations to the department, based upon the statewide historical resources place, including the listing of historical resource proje: is on a priority basis. (h) Develop criteria and procedum for a California Register of Historical - Resources to be proposed for enactment by the Legislature and report its findings and recommendations to the Legislature on or before December 1, 1985. ~) Recommend to the department the criteria and standards for acceptance of historical buildings, structures, sites, or places for registration as histori- cal landmarks or points of historical interest. _ ~~ .Receive and evaluate applications for registration of structures, sites, or ~:- places as historical landmarks or points of historical interest The commis- sion shall select and designate landmarks and points of historical interest that it determines me:s the criteria in subdivision (a) of Section 5031. The commission shall maintain a register which identifies historical landmarks and points of historical interest by number and description. (k) Make recommendations to the department with respect to a standard design and detail for the marker or plaque which may be erected or raised at registered historical landmarks, and with respect to the use of the marker or plaque. . (1) Recommend to the department the type of directional sign to be erected in connzctian with the registration of a point of historical interest. {m) Submit an annual report in January to the director and the Legislature giving as account of its activities, identifying unattained goals of historical resources plans and programs, and recommending needed Iegislatioa for the support of those programs. The director shall advise the com**titSion of new and continuing plans. policy, and •programs concerning staiewide historic resources and shall receive and consider the viea-s of the co*n*n«~on. (n) Consult with, and consider the recommendation of, public agencies. civic groups, and citizens interested is historic preservations. (o) Develop criteria and procedures based upon public hearings and active public participation for the selection of projects to be funded through the National Historic Preservation Fuad and other federa! and state grant-in-aid • programs which have as their primary purpose the preservation and en- • hancement of historical resources. (p) Prepare, or cause to be preparers, and recomme:ld to the director a budget with respect to those duties and responsibilities of the commission contained in this section. Amended State 1984 c+s 1289 § 4. CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION AGENDA DATE: Wednesday, February 3, 1988 - 3:00 p.m. PLACE: Saratoga Community Library Meeting Room 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGANIZATION A. Roll Call B. Approval of Minutes of 1/20/88 C. Posting of Agenda D. Oral and Written Communications II. OLD BUSINESS A. Recap of joint meeting with City Council, 1/26/88 B. Recap of Preservation Workshop, 1/29/88 C. Heritage Resource Inventory - work session • III. ITEMS INITIATED BY THE COMMISSION A. Voester - Reference materials IV. ADJOURNMENT L~ • ~1i( B~CU~'C~~ a CITY OF SARATOGA • HERITAGE PRESERVATION COMMISSION MINUTES DATE: Wednesday, January 20, 1988 3:00 p.m. PLACE: Saratoga Community Library, 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting I. Routine Organization A. Roll Call Present: Commissioners Koepernik, Landsness, Voester, Cameron, Heid, Ansnes, Tyrrell Absent: None Staff: V. Young Others: G. Zambetti, P. Olsen, L. Cooper B. Approval of minutes of 1/6/88 M/S Tyrrell/Voester to approve minutes as submitted. Passed unanimously. C. Posting of Agenda Staff noted the agenda was posted at City Hall on Friday, January 15, 1988. D. Oral. and Written Communications Commissioner Landsness noted that she had received a phone call communication regarding the Nelson Gardens issue, expressing support for preservation of the gardens. In regard to this same issue, Commissioner Tyrrell noted that the City Council reviewed the Heritage Commission's memo on the gardens at the January 6 meeting; they asked that it be included as part of the packet for this evening's hearing on the application. II. New Business A. Review planning application for 15231 Quito Road, Meagher- Smiley House. V. Young gave a brief introd~ by G. Zambetti and P. subdivision map, and noted preserved as part of the separated from the other two easement. uction to the project proposed Olsen. She displayed the .that the adobe house would be application and would be lots by a 30-ft. wide scenic 1 Heritage Preservation Commi;~sion Minutes - 1/20/88 Gene Zambetti, :representative on the project, described the proposed subdivision of the parcel and said that the adobe house would be restored to its original condition after the subdivision approval. The only part of the house to be removed was a portion of the southern wing which was not part of the original structure. He also described the interior of the house, noting the decorative tiles in particular. c~`~ Peter Olsen, p~n~~P`, stated he would like the Commission's endorsement for preserving the house and that it was his goal to do both 'the subdivision and the preservation of the house. Commissioner Koepernik asked if the proposed rehabilitation work would be in keeping with the original house. Mr. Olsen discussed the repair and upgrading work that needed to be done and said that it would all be identical or compatible with the original house. • Commissioner Voe~ster asked how close and what size the other two residences would be. Mr. Zambetti pointed out on the map the location and proposed size of the homes. He noted that the 30 ft. easement was filled with mature, dense vegetation and would serve as a natural buffer S between the homes. Louise Cooper, :resident of Saratoga, asked about the height of the proposed homes and whether or not fences would be allowed. Mr. Olsen replied that he did not want to allow fences, ,except around a pool, wanting to keep the open space feel Hof the property. He said he didn't want to be limited to a one-story home, and that a two-story home would not have an impact becau~s,„e,,~of the topography and vegetation. ~~~~~r" ` Mr. Zambetti stated that the e~,~,~r eventually would like to submit an application for heritage resource designation of the property. The Commission then summarized their comments on the project, as follows: Chair Heid said it was important to protect both the structure and the environment it sits in. He noted that one incentive for designation was the ability to use the State Historic .Building Code, which may assist in the rehabilitation of the structure. Commissioner Cameron felt the proposal met the . preservation-related concerns in that the structure would be retained. He felt the scenic easement was a crucial 2 Heritage Preservation Commission • Minutes - 1/20/88 part of the subdivision in protecting the environment around the house. Commissioner Tyrrell stated he would abstain from commenting on the project, but questioned the owner about saving the shed buildings on the adjacent parcel and about submitting an application for designation now. Mr. Olsen replied that the adjacent parcel was not a part of the proposal and that he would submit the application when he had full ownership of the property. Commissioner Voester concurred with Commissioner Cameron's comments. She expressed concern about using similar, natural materials in the rehabilitation work, and noted the importance of preserving the environment of the site, too. Commissioner Koepernik dittoed other comments. He expressed concern about not fencing in the open space areas, and felt that the size of the surrounding residences should be minimized to reduce their impact on the adobe. Commissioner Landsness reiterated other Commissioner's comments and felt the scenic easement was an imaginative and successful method to help preserve the house. Commissioner Ansnes abstained from commenting because she arrived late to the meeting. M/S Cameron/Koepernik to forward the Heritage Commission's comments on the preservation-related issues for this project to the Planning Commission, as follows: 1. The Heritage Commission believes the proposed subdivision addresses preservation-related concerns because the historic adobe structure will be preserved on the site. The Commission supports the rehabilitation of the adobe structure, and suggests that similar and natural materials be used. 2. The Commission believes that preservation of the mature vegetation and natural environment around the house is just as important as preservation of the house itself. The Commission believes the 30 ft. scenic easement is a crucial part of the proposal in that it protects the natural setting and provides a buffer between the surrounding parcels. The Commission suggests a very limited use of fences in • the scenic easement area. 3. The Commission acknowledges that the proposal does not 3 Heritage Preservation Commission Minutes - 1/20/88 involve design review of the proposed adjacent dwellings, brut would like to suggest that those residences be complimentary to the adobe, in terms of size, height and style, when they are constructed. They should not overwhelm or significantly impact the integrity of 'the adobe and its~~n(,~a~tur~al surroundings . 4. The Commission encouraged the r~~,of the property to participate in the heritage resource designation program, and preserve the possibility of using the State Historic Building Code to assist in the rehabilitation of the adobe. The motion passed on a 5-0-2 vote, Commissioners Ansnes and Tyrrell abstaining. III. Old Business A. Suggestions for discussion topics for joint meeting with City Council, 1/26/88. The following topics were suggested: 1. Heritage Resource Inventory a. Process for adoption, public notification. b. How to in~~orporate inventory into planning and building permit review process. 2. Communicating with City Council 3. Warner Hutton House - participate in relocation and renovation process. B. Set work priorities for FY88-89. The Commission agreed on the following work priorities: 1. Complete Heritage Resource Inventory by April 1. Develop process for and initiate updating of list. 2. Develop and adopt bylaws. 3. Increase public awareness, particularly in relation to the inventory. 4. Continue heritage resource designation and bronze plaque programs. C. Heritage Resource Inventory n 4 Heritage Preservation Commission Minutes - 1/20/88 This item was continued to the next meeting. IV. Items Initiated ~ the Commission Commissioner Voester had four items. She suggested that all Commissioners get a copy of a book called "Saratoga Story". Chair Heid mentioned that the Saratoga Historical S'trciet~i was pursuing a ~nt~-r}€ the publication. ,y~,u~,p In relation to the invento Commissioner Voester asked for information on some reference materials, and thought an older pink house on Montalvo Road should be considered for the inventory. Commissioner Ansnes will do some research on this. Commissioners Voester and Ansnes will continue working on a newspaper article regarding the plaques ~~~ ~~~~ V. Adjournment The meeting was adjourned at 5:10 p.m. The next regular meeting will be held on Wednesday, February 3, 1988 at 3:00 p.m. V. Young reminded the Commission of the upcoming workshop at DeAnza College on Friday, January 29. Respectfully submitted, Valerie Young Secretary to Commission • 5 • ~~~ t _ _, , M PROPOSED CHANGES TO THE CALIFORNIA STATE HISTORICAL BUILDING CODE • THE STATE HISTORICAL BUILDING CODE BOARD REC~~v~D JAi~ 2 G 1988 NOTICE IS HEREBY GIVEN PLANNING DEPT. The State Historical Building Code Board proposes to adopt, amend and repeal regulations consisting of Code Sections in Part 8 of Title 24. The State Historical Building Code Board has scheduled a public hearing to take testimony regarding these adoptions and amendments. The time and location of this hearing is: Date: Wednesday, February 17, 1988 Time: 1:30 p.m. Place: Office of the St4te Architect 400 P Street, 5th Floor, Conference Rm. A Sacramento, CA 95814 . , This hearing room is accessible to persons with mobility impairments. Written comments will be accepted at the Office of the State Architect by the State Historical Building Code Board and must be received no later than 5:00 p.m., February 17, 1988, at the adopting agency's hearing location identified above, or comments can be addressed to: C. Cullimore, AIA, Executive Director Historical Building Code Board • Office of the State Architect 400 P Street, 5th Floor Sacramento, CA 95814 AUTHORITY The State Historical Building Code, Section 18959.5 of the Health and Safety Code. REFERENCE Sections 18944.7 and 18950 through 18961 of the Health and Safety Code requires and empowers the Board to adopt, amend and repeal regulations in Part 8 of Title 24 (CAC), "The State Historical Building Code". INFORMATIVE DIGEST Proposed Changes to Part 8, Title 24 (C A C ) Prior to January 1, 1976 there were no state laws in effect specifically dealing with qualified historical buildings. Application of current code provisions prior to 1976 for new buildings caused the loss of many historical structures rather than their renovation. Senate Bill 927, Chapter 906 (1975) provided a means for utilizing alternative code provisions for qualified historical buildings. Interim regulations were adopted in 1976. Statute . changes in 1976, 1977 and 1978 (Ch 192, Ch 707 and Ch 555 respectively) made PROPOSED CHANGES TO THE CALIFORNIA STATE HISTORICAL BUILDING CODE BY THE STATE HISTORICAL BUILDING CODE BOARD Page 2 technical changes in the process and thrust of Historical Building Code development. The State Historical Building Code regulations, in effect August and October 1979 have remained unchanged. Statute changes made in 1978, 1979, 1980, 1981, and 1982 (Ch 555, C.h 1152, Ch 676, Ch 598 and Ch 1358 respectively), the AB 1111 review process and the Governor's Review program have pointed to the necessity for updating these existing regulations to fulfill statutory mandate and tike public need. Hearings were held in 1984 to make technical changes, but codification was abandoned due to lack of funding. A further statute change in 1984 per Chapter 1314 dictated a fundamental shift in application of this code. Iit made these regulations mandatory in all jurisdictions rather than permissive.. Due to the significance of this change, the Board has chosen to initially (Phase I) make the necessary changes throughout the code to reflect this statutory intent, then, in a subsequent proposal (Phase II), intends to update-individual technical regulations as mandated by the original statute and earlier statute changes. The following changes are proposed by the State Historical Building Code Board primarily to accomplish the goal of Phase I: The "Explanatory Note" and "Hist:orical Preface" printed in the original code are corrected and updated per 1984 statute changes. Generally, terms have been added to code sections through this proposed adoption to reflect 1979 through 1984 statute changes, thereby specifically including provisions to reflect and clarify their added mandatory status. These code sections include: 8--102 Purpose:, 8-103 Scope:, 8-108 Substandard Buildings:, 8-201 Authority:, 8-•407 Maximum Height:, 8-501 General:, 8-502 Occupancies:, 8-504 Non-Historical Additions and Alternatives:, 8-505 Alternative Structural Regulations:, 8-601 Purpose:, 8-606 Plumbing:, 8-607 Electrical:, 8-701 Purpose:, 8-f101 Purpose:, 8-802 Fire Zone:, 8-1104 Applicability:, 8-1300 Basic Provisions:, 8-1303 Purpose:, 8-1304 Application , and 8-1401 Alternative Materials and Methods of Construction:. Additional code sections have been amended for virtually the same reasons as above and in addition, references or text within the sections have been corrected. These sections are as follows: 8-105 Change of Occupancy and/or Percentage of Work Done:, 8-302 Definitions:, 8-404 Change of Occupancy:, 8-704 General:, and 8-903 General Engineering Approaches:. The following code sections are proposed to be amended to effect changes as noted. 8-104 Application: Correct application statements to agree with statutory. wording as follows: Changed first sentence from "...preservation of the historical value of designated buildings..." to "...;preservation of the historical value of designated buildings and sites..." per Section 18955 of the Health and Safety Code. Deleted word ._ "advisory" from title of the State Historical Buil~9ing Code Board to reflect the change in its function per Section 18960 of the Health and Safety Code. Added sentence specifying SHBC Board's function as an appeals body. '~ - , • • PROPOSED CHANGES TO THE CALIFORNIA STATE HISTORICAL BUILDING CODE BY THE STATE HISTORICAL BUILDING CODE BOARD • Page 3 8-202 Enforcement: Changed "The State Architect" to "The State Historical Building Code Board". Made other minor wording changes to reflect statutory changes since 1978 and make the code more understandable. 8-203 SHBC Board: Updated title and role of Board, including its appeals function per statutory changes. 8-1403 SHBC Review: Updated Board's role and responsibility to recover costs of reviews. 'Deleted "advisory" from Board's title to reflect the change in its function per Section 18960 of the Health and Safety Code. The following new code sections are proposed to conform to 1984 statute changes: 8-1404 SHBC Appeals: New section added per new statutory mandate which allows appeals to the SHBC Board, establishes criterion for acceptance of appeals, requires Board to recover costs of reviews and provide copies of reviews to State Building Standards Commission. • 8-1405 Costs for Board Action and Informational Material: New section added which provides mailing address and telephone number of the SHBC Board from which information regarding costs, material and decisions may be obtained. 8-1406 Local Agency Fees: New section added which limits fees charged by local agencies to those charged by SHBCB per statute. 8-1407 State Agencies: New section added which requires SHBC Board to coordinate, consult with and disseminate adopted provisions at cost per statute. AVAILABILITY OF STATEMENT OF REASONS AND TEXT OF PROPOSED REGULATIONS The State Historical Building Code Board has prepared an initial statement of reasons for adopting these regulations. The statement includes a specific purpose of each regulatory interpretation, requirements, or prohibition and factual basis for determining that each regulatory interpretation, requirement or prohibition is necessary. .The statement is available, on request, along with the full text of the proposed regulations. . .,_ PROPOSED CHANGES TO THE CALIFORN:[A STATE HISTORICAL BUILDING CODE BY THE STATE HISTORICAL BUILDING CODE BOARD Page 4 . Requests for copies of Proposed Regulations or the Initial Statement of Reasons and questions concerning the proposed adoption of these regulations and the public hearings, should be addressed to: C. Cullinnore, AIA - Executive Director State Historical Building Code Board c/o Office of the State Architect 400 P Sti:eet, Fifth Floor Sacramento, CA 95814 (916) 44~i-7627 EFFECT ON HOUSING COSTS AND SMALI, BUSINESS The proposed regulation amendments wi13 have no adverse economic impact on small businesses and will have no effect on housing costs. FISCAL IMPACT STATEMENT The State Historical Building Cocle Board has determined that the proposed regulations will result in the following fiscal impacts: State and Local Agencies The proposed regulation changes clo not result in a new mandate on local • agencies or school districts. The proposed regulation clarifie~~ and makes operative the provisions of Section 18950 through 18960 of the Health and Safety Code in effect since 1975, Section 18961 added in 1982, and revisions of Sections 18954, 18958, 18959, 18959.5, 18960 and 18961 made in 1984. The proposed regulations do not result in increased costs to local agencies or school districts. A fiscal impact statement has been filed with the Department of Finance which notes that the proposed regulation changes will have the following fiscal effects on state: government and local government agencies: 1. Code usage will allow for the possibility of less costly construction methods and materials for both State and local government. 2. The proposed regulation changes clarify State law in effect since 1975, building regulations adopted in 1979, and the significant statutory change made in 1984 which, makes the State Historical Building Code mandatory in all jurisdictions and provides cost recovery through permit fees and the appeal process. 3. The complete fiscal impact statement for state and local government is available upon request. • PROPOSED CHANGES TO THE CALIFORNIA STATE HISTORICAL BUILDING CODE BY THE STATE HISTORICAL BUILDING CODE BOARD • Page 5 Impact on Federal Funding of State Pro rams Restoration cost savings may extend federal funding to a greater number of projects. Impact Upon Affected Private Persons or Businesses Proposed amendments will have no cost impact on private persons or businesses not already directly affected by the regulations. ADOPTION OF PROPOSED REGULATIONS t After the hearing, the State Historical Building Code Board may adopt the regulations substantially as proposed or with modifications if the modified regulations are sufficiently related to the text made available to the public. (This will ensure the public was adequately notified that modified regulations could result from the proposed regulatory action.) The text of any modified regulation will be available to the public at least 15 days prior to the date of the official adoption. A request for copies of any modified regulations should be addressed to the Board as noted above. The State Historical Building Code Board will accept written comments on the modified regulations for 15 days after the date on which they are made available. • SUBSTANTIAL CHANGES WILL REQUIRE NEW NOTICE AND HEARING If, after the hearing, the State Historical Building Code Board intends to adopt regulations with modifications substantially different from the original, the modified text will not be adopted without complying anew with the notice and hearing requirements of the Administrative Procedure Act. RULEMAKING FILE As provided for by Government Code Section 11347.3, the State Historical Building Code Board will maintain a rulemaking file for the proposed regulations. This file, among other things, will contain: 1. A copy of the proposed regulations. 2. A copy of this Notice with the State Historical Building Code Board's determinations as required by Sections 11346.5 and 11345.53 of the Administrative Procedure Act. 3. A copy of the initial statement of reasons for the proposed regulations. 4. Factual information upon which the State Historical Building Code Board is relying in proposing the regulations and, • 5. Other data, factual information, studies, reports or written comments received. PROPOSED CHANGES TO THE CALIFORNIA STATE HISTORICAL BUILDING CODE. BY THE STATE HISTORICAL BUILDING CODE BOARD Page 6 6. A copy of the Fiscal Impact Statement, estimates, supporting data and calculations. 7. A transcript of the public hearing, written testimony, Final Statement of Reasons along with an Index or Table of Contents, will be added to the rulemaking file after the public hearing and adoption of code changes. This file will be made available 'for inspection by the Board at the Office of the State Architect, 400 PStreet - 5th Floor,, Sacramento, CA 95814, during normal business hours (8:00 a.m. 'to 5:00 p.m.). Publication Date: January 1, 1988 OFFICE OF ADMINISTRATIVE IAW I?t ~~ . ~'S~\ :'~ ~ 'i a^~i`` ~~ ~~1 7i J~. ~1 ! _ ~l ~^ va ~~2~c yoUr~t v ~- ~sso~ . ~~~-~ ~~~ ~~-t-~ P ~ a N c~ ~ ~u c~ ~~[rt- , ~~7 7 7 ~2t~ LT V~ LE ~VL • ' ~<< ,~' t i 1233 20TH STEEET, :V~.W. • StiITE 501 • WASHINGTON, D.Ci. 20036 • (202) 8`2.8-f3611 YRP.SIDEYT a ` -n!~ (~ 598 EXEGtiT R'E DIR EGTOH T ERSH BOASBERG. ESO• JAN N u \ STEPHEN ti. DENNIS, ESQ. P~ANN~NG SEPT. ~~1~~~ Ys i' ~~l®17 ~t~ V• ~T~~ti~a~~. 1988-1 January 4, 1988 When Does "Visible from a Public Way" Involve Navigable Waters? Local historic preservation commissions occasionally consider a proposal for a building alteration involving a change which may not be visible from streets adjacent to the lot containing the building but which would be visible from a boat in a nearby river or harbor and could therefore alter an important historical vista. Commissions are not always certain whether their jurisdiction extends to such alterations, which are likely to involve roof-top changes or additions. Because many commissions believe strongly that changes to •~ the historical shape of a building should be discouraged, a clear statement in a local preservation ordinance or in state enabling legislation that changes visible from a river or lake or harbor can be reviewed (even if such changes are not visible from streets and other sites on land) will help to clarify the proper role for a local preservation commission to play. In Massachusetts, state enabling legislation provides a clear answer to this question. Section 5 of Chapter 40C defines "exterior architectural feature" to mean "such portion of the exterior of a building or structure as is open to view from a public street, public way, public park or public body of water . . .' Following a consistent approach of permitting Massachusetts communities to grant extremely broad powers to local preservation commissions but also permitting an individual community to choose to grant more limited powers to a preservation commission by specifically omitting or altering certain powers, Section 8 of Chapter 40C permits a community to limit a preservation commission's jurisdiction on the question of public visibility: A city or town may provide in its ordinance or by-law, or~in any amendment thereof, that the authority of the commission shall be limited to exterior architectural features within a district which are subject to view from one or more ~~ designated public streets, public ways, public parks or public bodies of water, although other portions of buildings \ATiO\ALCEITER FOIL I'itE~Eit~'ATiO\ L,~~~' or structures within the district may be otherwise subject to public view, and, in the absence of such provision of the ordinance or by-law, a commission may determine from time to time after public hearing that the authority of the commission may be so limited without substantial derogation from the intent and purposes of this chapter (emphasis added) . Connecticut legislation is more ambiguous in defining "exterior architectural :features" to mean "such portion of the exterior of a structure or building as is open to view from a " public street, way or place." In Indiana, a preservation commission "shall be concerned with those elements of ~ development, redevelopment, rehabilitation, and preservation that affect visual quality in the historic district" but "may not consider .details of design, interior arrangements, or building features if those details, arrangements, or features are not subject to public view ." In Pennsylvania, a "governing body" (which is to be advised by the local preservation commission) "shall pass upon the appropriateness of exterior architectural features which can be seen from a public street or way, only ." In several states, however, all alterations to exterior features can apparently be reviewed by local preservation commissions, whether they are visible to the public or not. Georgia legislation, for instance, defines "exterior architectural features" without any limitation. It would seem that unless state enabling legislation specifically limits the authority of local preservation commissions by requiring that they review only alterations to exterior architectural features that will be visible from public streets or ways, commissions in a state have full power to review all changes to the exterior of a structure, whether visible to the general public or not.. This can be an extremely importantpower for a local commission to have, paz-ticularly when the back facades of structures in a local historic district are not always easily visible but could become visible should large nearby trees die or if certain intervening ar.~d possibly non-contributing structures were to be demolished. Buildings designed by noted architects may even retain certain original features more completely on their side and rear facacies than on subsequently altered front facades. This is a policy issue for a preservation commission that will do much to determine whether a community continues to retain evidence of its prior architectural history. (A subscription to the "Preservation Law Updates" series for 1988 is available for $55.00. Please send inquiries to the National Center at the address listed at the top of this "Update.") 1 V C1~ ~ ~ ® 1 V ~ HI ~/ ~ ~ J1 ~ 11~ ~ ~ ~ 1L ~ 11d ~ ~ 1L k1 ~7 ~ ~ I1 ® ~ ~ ~ ~~' 1233 20TH STREET, N.W. • StiITE SO1 ~ WASHI~TGTOJ7 P. • G. 2003H (202) 828-fl 811 PeESruEVr TERSH 13E?ASHERG, EsQ. E7C P. C: ['T IYE UIRECT()$ JTEPHEti V, UEYNIS, LSp. ~3~~~~~~~l1Ul~ Y~~~~ VT~~YL~Y~ 1988-2 January 4, 1988 National Register Publications Available Building a library of historic preservation materials for use by the general .public as well as by city officials or preservation leaders can be difficult. From time to time, the National Center for Preservation Law will recommend available publications that should be useful for this purpose. Local preservation commissions often look to the policies of the National Park Service in writing guidelines and determining which properties are culturally significant and therefore qualified for protection at the local level. For this reason, the written policies of the National Park Service are especially important to city officials and property owners seeking to avoid unnecessary disputes when planning municipal projects or alterations to privately owned structures. National Park Service regulations for the National Register program are particularly important in pointing to policies likely to be followed by local preservation commissions. The National Park Service has issued to date twenty-eight National Register Bulletins, of which twenty-three are currently available. Communities which have qualified for Certified Local Government status should attempt to assemble a complete set of the Bulletins. Attorneys representing preservation orgarizatiens and private preservation consultants will find the Bulletins equally helpful. #2 Nomination of Deteriorated Buildings #4 Contribution of Moved Buildings to Historic Districts #5 Tax .Treatments for Moved Buildings #6 Nomination of Properties Significant for Associations with Living Persons #7 Definition of National Register Boundaries for Historic Units of National Park Service ' \ATIO\ALC'E\TEI2 FON PIIEHEI2V,-TIO\ L.-~~' #8 Use of Nomination Documents in Part I Certification Process ~.~ #12 Definition of National Register Boundaries for Archeological :Properties #13 How to Apply National Register Criteria to Post Offices #14 Guidelines for Counting Contributing & Noncontributing Resources #15 How to Apply National Register Criteria for Evaluation . #16 Guidelines for Completing National Register Forms (and Supplement) , #17 Certification of State & Local Statutes and Historic Districts - #18 How to Evaluates & Nominate Historic Landscapes #19 National Park Service Procedures & Policies for Processing Nominations #20 Nominating Historic Vessels & Shipwrecks (draft) #21 Establish Boundaries for National Register Properties #22 Evaluating and Nominating Properties Less than 50 Years ~~ Old #23 Improve Quality of Photos for Nominations #24 Guidelines for Local Surveys #25 Directory of Technical Assistance #26 CLG - Brochure #27 Standard Data Elements for Historic Preservation (draft) #28 Using the UTM Grid System These publications zire available on request from National Register Program, National Park Service, P. O. Box 37127, Washington, D.C. 20013--7127. Certified Local Government Coordinators in state historic preservation offices should have many of the publications in their files. (A subscription to the "Preservation Law Updates" series for 1988 is available for $55.00. Please send inquiries to the National Center at the address listed at the top of this "Update.") NATO®1®TAI. CE NEE ~ ~®R PRE ~E RVAT~®N ~.~~~' 1233 20TH STEEET, N.W, • SUITE 501 • WASHINGTON, D.C. 20038 • 202 828-f381 ( ) 1 PaEStut:atr TERSH 13OASBERG. ESQ. 1988-3 Eacact:rrvR DtaECros STEPHEN ?V. DENNIS. ESQ. PRESERVATION ~.A~' ~JPDATE January 4, 1987 New Attention Being Paid to Landscape Records and Important Postcard Collections In the past, architectural historians researching properties for possible nomination to the National Register of Historic Places or local designation have looked primarily for architectural records that might identify the architect for a particular structure. In some larger cities, fairly extensive building permit files facilitate such research, though the dates at which various cities began to require building permits can vary considerably. Less attention has been paid to date to landscape records, possibly because urban lots did not always allow much room for formal landscaping- and early governmental records for rural estates can be skimpy. Major efforts are now underway, however, to change this pattern, and to guide preservation groups toward an increased appreciation of the importance of man-made landscape features. The Catalogue of Landscape Records in the United States now publishes a quarterly newsletter containing valuable information about little-known archives and collections. Though focused primarily on landscape records, the material in the newsletter can be helpful to researchers looking for other information. The Fall 1987 newsletter contains lriforniation about the Curt Teich Postcard Collection at the Lake County Museum in Wauconda, Illinois. This collection includes nmore than one million postcard views of America taken between 1898 and 1975." The core of the collection consists of the corporate archives of the Curt Teich Company, in business in Chicago from .1898 to 1974 and at one time "the largest volume producer of postcards in the world." The significance of the collection for preservation groups searching for documentary views of significant buildings in their communities can be realized from the fact that the collection "also includes most of the original production artwork for the views after 1926 photographic prints, negatives (usually large format, at least 5 x 7), layouts, and client letters describing how a view was intended to look." .~ \ATI0~IALCE\TEK FOIL PRFl9EI2VATId~\ LAW Efforts to cataloguE~ the entire collection in a computerized data base are now underway. Views are being catalogued by date, geographic location and image subject. The catalogue contains 162 major and more than 1500 minor subject categories, and a single subcategory may represent hundreds of separate images. The category "formal garden," for instance, contains 650 listings for images from 166 diffe=rent American and Canadian locations. Searches in the collection can be conducted in several manners: Each .view is described by location and coded with the date it was produced. Searches can be run by each major and minor subject. A search can also be made according to geographic location ,using the original indices of the Teich Company. There is no researc=h charge, the fee for print-outs is 20 cents per page, photocopies are 25 cents per exposure. Black and white prints and color transparencies are also available by special arrangement. The museum publishes a quarterly newsletter, Postcard Journal, available with membership ($15 individual, $20 institutional) in the Teich Collection. Interested researchears should contact: Katherine Hamilton- \ Smith, Curator, Special Collections, Lake County Museum Lakewood Forest Preserve, Wauconda, Illinois 60084 (312-526-8638). Though the collection is particularly strong in materials for Chicago and New York City, the collection is likely to contain several views four most American communities. Staff for the collection are please=d to discuss the collection's potential by telephone with interested researchers. Unlike some well-known postcard collections, then Curt Teich collection can be used by mail as well as in person. The Catalog of Land:cape Records in the United States is a project of the American Garden and Landscape History Program at Wave Hill, 675 West 252nd Street, Bronx, New York 10471. The newsletter of tree Catalog of Landscape Records will be particularly interesting to those local historic preservation commissions which review changes to landscaping features. In North Carolina, for instance, state enabling legislation specifies that "exterior i:eaturesn ^'may, in the discretion of the local governing, board, include color and important landscape and natural features of the area." (A subscription to the °Pi-eservation Law Updates" series for 1988 is available for $55.00. Please send inquiries to the National •~ Center at the address list=ed at the top of this "Update.") .a .~ .~ Main Street News i~ECEIVED .1aIV 2r, 19~t1 PLANNING DEP~~r~~~r 31 Ja~~ar~ 1983 O~~~Q~t ~0 ~0~ P~~~~~ Kennedy Smith Monitoring downtown progress is a crucial element of an effec- tive revitalization program. Keeping track of successful proj- ects and activities that show in- creased reinvestment and inter- est in the downtown need not be atime-consuming task. More- over, understanding the changes a commercial district experi- ences can have many benefits for the program: ^ Demonstrating success. Few things are as convincing to the public as headlines boldly an- nouncing "Downtown Sales In- crease 20 Percent," or "Over $2 Million Reinvested Downtown This Year." ^ Measuring progress quantita- tively. It is difficult-if-.not im- possible-to assess realistically - how well the revitalization pro- gram has met a nebulous goal such as "involve more volun- teers." But, progress toward a goal with a quantifiable result like "increase volunteer in- - volvement 15 percent by July 1" is easily measured. ^ Building a base of funding sup- AReaaarinp Increases port. By demonstrating progress, Ia dewnlewfl a510a IE the revitalization program can one of tje heat ways build a solid argument for fund- to cortrirtce me ing support from local ovem- g pahiEc that downtown Ia on an apawlap. ment, downtown businesses, (~eanedy SatltB) -- ,...~ ,~- National Trust for Historic Preservation (~'I~if lave:heat in lelldiag reka6iiitatien projects is an i~partant indicator of downtown's ecoaotaic kea~ and alaald be closely taaaitored. (deanedy 8ralt3) Iteepiap track of i$e aunther at hasiaease: mat open and close dawntawo is easentlal tt 15e reYltEliiatien program is to demea:irate leap- term wccea:. (tlatky Ckaacey) property owners, corporations, industries, foundations amd the community at large. ^ Developing realistic work plans. Understanding t:he re- vitalization program's progress helps its participants identify program strengths and weak- nesses, realistically plan future activities and allocate resources. hay to P~~9o~ito~ y ' The monitoring of downtown activity can be divided into eight broad catego- ries, all of which are important to a successful revitalization program. 1. Job creation and loss. The an- nual net gain or loss in the number of downtown jobs helps serve as a barometer of the dis- trict's overall economic health. Of course, some communities will see more rapid gains in job creation than others because of factors that affect the entire community or region. Conse- quently, one cannot compare one community's record of job creation and loss with those of other towns. What can be compared, how- ever, is the downtown's job rec- ord over a period of several years. If a commercial district has had small, steady increases in the to- tal number of jobs over three or four years or merely a-slowing trend of job loss over that period, it can probably demonstrate that it has a better overall climate for reinvestment activity than in the past. Measuring job creation and loss is as simple as staying in touch with downtown business owners or managers on a regular basis and asking them to report employment changes-includ- ing seasonal and part-time jobs. Local and regional employment commissions can also inform the downtown revitalization program about employment changes. 2. Business openings and clos- ings. Like job creation and loss, monitoring business openings and closings offers a reliable measure of overall downtown activity. Usually, the city office that issues business licenses can provide monthly or quarterly updates on business openings and closings. In general, how- ever, keeping abreast of down- town activity on a day-to-day basis is the best way to monitor most business changes. 3. Building rehabilitation proj- ects. Rehabilitation projects can be categorized in several differ- ent ways: (1) new construction; (2~ facade rehabilitation; ~3) inte- rior/exterior rehabilitation (other than facade rehabsj; and (4) renovation or installation of a sign or signs. The way building rehabilitation projects are cate- gorized is not as important as assembling the information in a consistent manner and ensuring that people understand what each project involved. The downtown revitalization program's record of building r - habilitation projects should elude the approximate cost each project. Often, this infor- mation is on file in the city of- fice that issues building permits because building owners and contractors are required to esti- mate project costs when they purchase a permit. Not all reha- bilitation work requires a build- ing permit, however. [n such cases, it may be necessary to ask the owner or contractor for this information or simply to esti- mate what costs are likely to have been. If building owners understand that this informa- tion will be treated confiden- tially, they are usually willing to report their costs to the down- town manager. The building rehabilitation record should also note :any spe- cialfinancing tools used for proj- ects, such as aloes-interest loan program or rehabilitation tax credits. Keeping track of this in- formation may help the re- vitalization program design nancial incentive programs. 4. Real estate value. There are a number of factors that affect the economic value of downtown real estate. Reported alone, as a simple number, the total value of downtown real estate does not really indicate anything about the downtown's economy. Changes in the total value of downtown real estate from year to year, however, can be a helpful measure of commercial activity. Information on the assessed value of downtown buildings is available from city govern- ments. IE the community does not have an official assessment office, the information :is usu- allykept inthe tax office orplan- ningdepartment. It is almost al- ways accessible to the public. Many communities automat- ically reassess real estate values every few years, and individual buildings are usually reassessed whenever a substantial rehabili- tation takes place. Be away though, that factors other th an improved-or declining- downtown economy can cause changes in assessed value. For National Main Street Center, National Trust for Historic Preservation instance, the city may have changed its policies regarding the types of building alterations allowed before a building is reas- sessed. It is agood idea to discuss ,annual changes in total assessed downtown real estate value with a reliable local realtor, appraiser or city official- 5. Retail sales. Measuring retail sales activity can be one of the downtown program's most im- portant information monitoring projects. Tracking retail sales on a regular basis can help identify peak shopping periods, indicate what shoppers are buying down- town and provide clues to the downtown's overall strengths and weaknesses. Unfortunately, because many merchants are understandably reluctant to release financial in- formation, accurate data on downtown retail sales can be dif- ficult to obtain. There are, how- ever, several ways to get infor- mation to approximate actual sales figures: ^ Sales tax reports. Most states that charge sales taxes total and publish these statistics on at least a quarterly basis. Typically, the sales tax figures for cities and counties are compiled in at least a dozen broad categories. On the other hand, sales tax re- ports rarely break down a city's sales tax revenues according to shopping district and, thus, al- mostnever identify that portion of total sales generated by down- town businesses. Still, using the overall sales figures, it is some- times possible to estimate the downtown's share of total sales in a given category. And, in tom- munities where sales taxes are collected locally, the commis- sioner of revenue might volun- tarilyagree to break out sales to- tals for distinct shopping areas as long as they do not reveal the sales figures for any individual businesses. ^ Accountant's reports. Many retail businesses hire local ac- countants to keep their financial records. In some communities, accountants voluntarily provide sales activity information to the downtown revitalization pro- gram. Of course, information must be provided without re- vealing the names of individual businesses in order to preserve confidentiality. ^ Blind business surveys. Downtown businesses can pro- vide monthly sales information to the revitalization program anonymously. The downtown manager can ask each retailer to choose a word or symbol that will represent his or her busi- ness. Each month the retailer writes total sales figures on a piece of paper identified only by this word or symbol and sends the paper to the revitalization program. In this way, the pro- gram can measure typical monthly sales without ever knowing any one business's in- dividual sales figures. A second symbol can identify which blocks the reports come from, Sales Tax Table ... ~ :. • :.,:; . ' ., Machinery .. ~ ,- . ~~. '. ~ - - . `Total fot ~ ~ Equipment Food and Furniture Public Apparel & `- City Automotive & Supplies Beverages & Fixtures Utilities Gen. Mdse. Mt. Olive .. ` Number taxpayers ~ ~ ~ 50 ~12 4 .. Gross tax ,• - 288,153 ~ ~~ ' 19,470 1 3 • ~~ 15 8 5 8 6 : 9 49 2 1 1 Gross )sales 5,993,992 ) , 392,219 , . , .~ ..3,171 730 . 189 823 4, 902 , 431 , .. ., , ,270 . Myrtle - - Number taxpayers ; , ~ 18 ~ 3 ~ ~ 5 ) 1 Gross tax ... 55,043 Gross sales ~ ~ .. 10,080 ` 38 891 :: x - 2 722 l - '~~~ 1,182,418 201,605 777 819 ; , ' , 88,775 Natchez y ~ ~ - ~ ::~ >> Number taxpayers x . ; . 923 .. , 111 ~ 59 ~ ,. Gross tax . 13,119,601 ,.,. .2 203 744 ,. ,, r ,.. 2,30 ; , "r, 1, 52 811 247 ' - 3 24 ~ x ~5 _84` . f'~ Y 2 x ti ~f Gross sales 301,565,586 , , . 50 597 784 r , , 1,480. : ,. :399,522 16 966 524 64 82 ~, - :' , f 588,1521 A `' 2,470 784 .. , .• 9,609 i , 7,990,446 ;; 17,772,187.: , ~r 49 415 6RQ ; Nettleton ' - .t .. ~ ,? , . , ., ~ ~ - ~ ~ ~. ~~~ : ; ` ) ~.. 4 ark A .~~ ~ Number taxpayers ) 7; r ; . 91 26 - ~ ~~ .. ~ ~ i. atf ~ -, 19 Gross tax 537,924 Gr l ~ 134 826. 7 '" 214 297 >` ` 3 990 ° 27 240 "~ '~ 71 ` , oss sa es ~~ r 14,676,746 2,722,726 4,285 948 79,804 : 161 . '` ~ `_~ _ 838,476 1 423 222 New Alban ~- ] ~ ' , , Number taxpayers s 322 81 ~ + . ~ K,i,~CY; ytq;, r~ {~.~c. Gross tax ~ ~ ~ .8,280 031 ~ , . ~ 842 158 11 ; 46 16 ~' 137 6 • : 2~^~~~; E~+ $S+a + , Gross sales 4 80,472,551 . , 19 002 165 ; 98 998 304 97,786 ~ 3 595 688 19 966 . 131 988 ;t' ~ r i 352,609°, " ~,~ , , 072 1,955 711 4 02.3 154 r 13,052 175 ~`~ w , New Augusta ~+. _ , x +7 f'"' ~ C 4, Y ~ s.' { 1 1. , . ~ p , Y,- i V S k k 2 y - b Number taxpayers r~ ..: `30 z: ~ 9 -t r:_ - . .~ ) w,r~ ,tr~)z%'~Y "~' Gross tax ,: ` 109,135 53 039 12 ' 1 jt r ~,, f 4 :. • Gross sales , 2,248,604 , 1 060 789 , 39,824 a 8,248,_„ ~ 6,3 14;<. New Heb - - - , , ~ i 796 473 - ~- . 227 069 ' 126 289 ~, ~ ~ < ~ ~ ron • , ~ Number taxpayers ' 39 ~ 8 ' - `4'~.~• ~: )*~ rT it Gross tax ~.• :: 234 159 - , 92 927 ~ . ~ . 7 : •-) - 4 ~,.~s~1 ~,~ 3 - . ~ 1 ~~ ~ Gross sales .- • ~ ~ 5 275,625 , ; - 2 273 468 66 328 _ 23 811 ~ ...o • • ` ,. 9,348 r ~ ~, ,. 23,386'. . ' ,, , , 1,326,557 476,229 • ' 269,729 ~;;,,` ~.s. 467,711 3 ., Since dewatowna do aat ,,,ally geaerate as r;act parting demand as s9sppina centers, raen!tering parting aieae wi8 act accsrate!y ee2asre dotvntovrn sae. (Cttrt 8cgoerie) what sales categories they repre- sent or other control factors. 6. Traffic. Estimating the num- bers of people who use the downtown can also help the re- vitalization program monitor the level of economic activity. To gauge the level of activity, be sure to measure both pedestrian and vehicular traffic. Because many downtown cus- tomers work or live in or near the downtown, they don't need cars once they've arrived for the day. Thus, downtowns generally do not generate as much pa rking demand for shoppers as malls or shopping centers do; conse- quently, monitoring parking alone will not accurately mea- tions, which will be used for pe- destrian counts, should include busy and less active spots and should span the entire district. Next, select times at which counts will be conducted. In general, counts should be done at several different times of day and on at least two different days of the week to provide a diverse sample. To conduct the counts, simply record the number of people who pass by each loca- tion during a 10-minute period. When the counts are repeated on successive days and weeks be sure they are conducted at the same time of day. Examining the pedestrian traffic counts over a period of several months and comparing one location to another can pro- vide valuable insights into which areas of the downtown are busiest, and at what times. Tracking the traffic counts for each location over a longer peri- od of time can demonstrate whether pedestrian activity in general is increasing in the busi- ness district and by what per- 8. Attitudes. Assessing commu- nity attitudes about the down- town and the revitalization pr - gram is probably one of the le~ reliable ways of gauging the pro- gram's success. Attitudes can be strongly influenced by seeming- ly insignificant events, and neg- ative opinions can take years to reverse. For these reasons, infor- mation from attitude surveys should generally be kept for the revitalization program's inter- nal use, not publicized. None- theless, these surveys can un- cover misconceptions about the downtown and suggest areas that should be targeted for pro- motional activity. And, over a period of several years, changes in the responses to survey ques- tions can indicate overall positive or negative shifts in consumer confidence about the downtown. When designing an attitude survey, be sure that questions are phrased in a neutral way so that the respondent's answers will be as objective as possible. For example, rather than ,skin "Do the downtown's dilapidate buildings disturb you?!" as "What do you think of the downtown's buildings?" It is also helpful to include survey questions that ask for specific information about the business district, such as "How many banks are located down- town?" Often, people who know the least about the downtown have the most negative attitudes about it-and, as they begin shopping there more frequently, their attitudes generally im- prove. Finally, beware of making market decisions based on the results of attitude surveys. In many communities, there may be strong consumer desire for a certain business-an ice cream parlor, for instance-but the lo- cal market may not be able to support it economically. 8erveyina pedestrio activity over severe; ~e^~a caa prcviCe vat225!e i^siahta irte wticA areas of tte downtown are tnaiest, and at wtat braes. (Nenaady 8^ith) ~..., .. . centage rate. ^ Vehicular traffic. Like pedes- trian traffic counts, vehicular counts can help determine which downtown locations are busiest at particular times of the day or week. Besides providing information about the down- sure downtown use. town's actual parking needs, ve- ^ Pedestrian traffic. To monitor hicular counts show where pedestrian traffic, first select downtown customers originate four or five locationsthroul;hout and indicate the times that the downtown area. These loca- shoppers from different commu- nities visit the downtown. In some states, license plates in- clude the name of the county in which the vehicle is registered. If not, inmost states, the depart- ment of motor vehicles or the local police department can run license plate checks to deter- mine where cars are from. 7. Volunteer involvement. It is important to keep track of the people who are helping out with the downtown revitalization effort. Be sure to note the name of the group or the constituency each volunteer represents. This will be helpful, for instance, in monitoring increases in mer- --~ chant involvement or participa- tion by young people. National Tin Strcct Ccntcr, Nation, Tru st for Historic 1'rescr~•ation ,r ova to Troc~ ~cti~ety 0. ~)••': ,;;; Monitoring downtowr~ ~~:; activity need not be ';=~ time consuming. Keep- "~ ing a daily log in which to jot down events as they hap- pen, then summarizing the in- formation in a monthly report, is adequate for many types of ac- ~vity. For instance, writing own the date that a new sign was installed or a business opened greatly simplifies monthly and annual reports. In some areas, though, more research into the changes occur- ring downtown is needed. Mea- suring the fluctuations in retail sales and property values, for ex- ample, usually requires some historic perspective-base fig-_ ures for the past five years, per- haps-to make sense of the cur- rent statistics. In all cases, it is important to update records reg- ularly and to gather and record information in a consistent manner. ~~~~ ~'` IEi~Qb'iitai~a. ;~ `~'~ There are many ways to •w _~<~ use information about ~: the downtown's eco- nomic progress: ^ Designing incentive pro- ~ams. By understanding the ature of the building improve- ments taking place downtown, the revitalization program will be better able to create incentive programs-loans, grants, tech- nical assistance-to stimulate reinvestment activity. ^ Tailoring promotional events. An understanding of the way people feel about and use down- town is essential to developing promotional activities that tar- get specific consumer segments and reverse negative attitudes. Keeping track of retail sales trends is also helpful for this purpose. ^ Building program support. Positive downtown economic trends are newsworthy items that should be shared with the public. People like being associ- ated with successes. Thus, being able to publicize the successes downtown is achieving and to provide reliable information will help the revitalization pro- am build support and take on ~reasingly complex projects. Kennedy Smith is the NMSC's Program Manager for Commu- nication and Education. s. .~-' .r. _ ~y i ~~ ;~; ~~ ~-~ b Y:aY iS 3"H~i~riu_7 ;~;.,:z;~x' _~ ~j ~,~•n` ~~ -:~~ ~~,_ :~ ~.. ".. r:~. ~a ~~ ''~: vi ~4 ~~ '`, ;~ .•./ l~ H~ -rx~~ ~S,r'~ey: •4 5~ ' 'd+: A.. xe;~~~v ~~ ~~~~~-fit ~~~ Exterior metal can be found on many downtown buildings, from brass door handles to en- tire cast-iron facades. Histori- cally, awide range of metals have been used: cast iron, bronze, copper, tin, cast zinc, galvanized sheet iron and stain- less steel. Today, aluminum and galvanized metal are widely used. Some of these metals do not need painting, being protected from weathering by their chem- ical compositions. Others, nota- bly copper, weather to a rich green patina (actually a form of rust), which provides a protec- tive coating to resist further de- terioration. ~Cor-ten steel, used mainly for large engineering works but sometimes for build- ings, also protects itself with a layer of rust and never needs painting.) Other metals, how- ever, particularly cast iron and tin, require periodic painting to protect the material from deteri- oration. a urtace P~ep~ra~s~u .= 'd_ •, ~;°r Most historic cast iron ~.A is encrusted with layers =' ''~ of paint that obscure in- tricate details and may accelerate blistering, flaking and crazing of freshly applied paint. As with wood and masonry, a sound surface, carefully pre- pared is the key to a quality paint job. Old paint should be removed so that cast or shaped details can be seen. This may re- quire removing the paint down to the metal surface. Paint re- moval can be accomplished with a metal scraper or a wire brush. For more extensive paint buildup on cast iron or for those areas that do not come clean with scraping or brushing, dry grit-blasting (not greater than 80-100 psi) can be an effective stripper. If grit-blasting is used, it will be necessary to caulk the screw and bolt heads after the blasting to prevent moisture penetration. Softer metals, such as tin, will be eroded by grit-blasting, even at very low pressures X20-50 psis. Thus, it is preferable to use an alternative cleaning method Paint T pes for Exterior iNetal urtaces Type Characteristics Zinc chromate- Usually used with vinyl-alkyd resin" " carrier and binder ' ~~: • _ Excellent for cast iron and ferrous ' . metals _ ;;: a>~;'>, ;: Zinc dust and zinc Excellent rust inhibitor _;;; <; ; . : . oxide , ,. , , ~ , ,; , Good for galvanized metal , ~~, Vinyl-alkyd- wash ~ Excellent for nonferrous metals ~' ~ (aluminum, copper, bronze, etc.) " ' • Usually used with zinc chromate pigment _ Fast drying °' - Red and blue lead ~ Traditional primers ~ ~ ,= :- ;,~~. " _ Excellent for cast iron and ferrous ~ " metals Slow drying _-~ 4p1~: Neopreme, phenolic Good for metals exposed,to water.. ;:; . resin, vinyl resin and . , and chemical pollutants _ : ;; `-. " epoxy , : Fast drying ~'"}` "` - _ 5 .~.~ like acid pickling or phosphate dipping. The chemical cleaners may be applied to the metal while it is in place or the metal may be removed from the build- ing and placed in a chemical bath. The latter is usually pre- ferred for very heavy paint en- crustation. After the paint is re- moved, the metal should be thoroughly washed with clean water. ~~~~"~~t~~i~ ~_ r< Once the metal surface ::~ ~„ ,'~ 5~; has been cleaned, it "`~ "'''', should be inspected for ~~ rust and holes. Any rust should be removed by wire brushing, grit-blasting (for cast iron) or chemical wash (for soft- er metals) to expose the bare metal. Patching the metal may be necessary for extensive rust areas. A metal surface is ready for paint once it is free from rust, mineral deposits known as scale, grease and oil. A primer coat should then be applied to the surface. This must be done as soon as possible after the sur- face is prepared to inhibit new rusting. There are many primers on the market that are specifi- cally developed for different types of metals. Many incorpo- rate resins, such as vinyl, epon, neopreme, phenolic, etc., which resist acids and alkalies. It is im- portant that the correct primer be used for the type of metal being painted. Primer, under- coat and finish coats of paint may be applied by brush, roller or mechanical sprayer. ~d~~ti~~al P~aading U.S. Department of the Interior, National Park Service, Preservation Briefs. Washington, D.C.: Government Printing Office: #11 Rehabilitating Historic Storefronts #13 The Repair and Thermal Upgrading of Historic Steel Windows Gayle, M., et.al. Metals in America's Historic Buildings: Uses and Preservation 17eat- ments. U.S. Department of the Interior, Government Printing Office. By Richard Wagner, Urban Pro- gram l~ianagcr, NMSC. At r. Wagner is a renistered architect, Brt~ of a eommooit~ In Anadarko, Okla., a few dusty, old reels of film have turned out ~~ to be gold mines of local history. The six reels, which were shot in - 1939 by Ty Yount, a former Cad- _ :. ~~,: do County sheriff, had been stored in the Anadarko Philo- w" mathic Museum for years where nobody was using them. A call ' ~ to Main Street Project Manager ~ ,~ Devery Youngblood from the museum's ex-curator started a long process to revive the film. ~' Anxious to have a usable copy, the Philomathic Museum want- _ ed the film restored but couldn't afford the expensive process. The Main Street project wanted a copy of the film to make black ;~ and white prints of downtown buildings undergoing rehabilita- tion. In addition, the Main ~' Street project could get funding for the film's restoration „~ through Certified Local Govern- :-, ment (CLG) funds granted to the +.~' ~ City of Anadarko by the State ~' ~~ ar ~=<`= Historic Preservation Office ! ~;;:~,~,~~~~,~:~~ (SHPOj of the Oklahoma Histor- ical Society. (CLG monies are ~„_. ,,~;-~~~~ ~ earmarked for special historic _ ., ~„ ~`~`"~ studies and planning projects.) With both arties havin some- thing the other wanted, they en- tered into an agreement to re- store the film. Youngblood spoke with spe- cialists who cautioned that the film must be restored before it could be run through a projector; if not, the film might disinte- grate because of its age. He then located a film restoration spe- cialist in Edmund, Okla., and had two 16mm films made from the restored original as well as a number of videotapes. When the reels were finally viewed by the Main Street proj- ectand museum boards of direc- tors, everyone was astonished. The professional quality film contained a nearly complete vi- sual record of Anadarko in 1939. Almost every downtown building was recorded, many with business owners standing in front. Children filed out of the school building and past Yount's camera. Many prominent citi- zens ofthe time were featured in the film. Yount had also record- ed the new WPA projects under construction, including the community swimming pool. Some members of the preview audience cried as they saw friends and relatives they not seen in many years. The cost of restoration has a - ready been paid back in part. When the Anadarko Main Street Project submitted for approval suggested rehabilitation draw- ings of a 1902 downtown build- ing, the state historic preserva- tion office rejected them be- cause there was no visual evi- dence that the proposed rehabil- itation was historically accu- rate. Shortly thereafter Yount's films were restored and the Main Street project obtained a 16mm copy. The building in question was clearly :portrayed and the Main Street architect had a photograph made to sub- mitwith the revised drawings to the SHPO. This time they were approved as a tax act project. Youngblood says the next phase of this joint project will be to promote the film. There are plans to preview the film to the community at the local movie theater. Then, limited edit' videotaped versions of the might be sold. Proceeds from t e preview and videotape sales would be split between the mu- seum and the Main Street proj- ect. There is talk of using some of the money to fund a 50th an- niversary film of Anadarko in 1989.-S.D. 6 National R1ain Strcrt Ccntcr, Acanuaal Trust fur Hismnc Preser~~ation Bao6-up Bl~l~wal~ Bales Looking for ways to make your sidewalk sales more exciting? Consider the explosive event put on recently in Grass Valley, Calif. Hoping to spunk up the town's annual sidewalk sale, the promotion committee of the Grass Valley Downtown Asso- ciation Main Street Project de- cided on anumber ofnew activi- ties. The sale would be expanded to two days and there would be live radio broadcasts from the sale each morning. Long- stemmed carnations would given away each day to the ft 500 customers. A clowq would entertain the children. There would be food booths and "I love downtown Grass Valley" bal- !~ loons. There would be excite- ment! But the real excitement of this event wasn't planned by the committee. At noon on the first • day of the sale a bank robber held up the El Dorado Savings and Loan in downtown Grass Valley using the old "'bomb in the brief- case" pioy. After escaping the bank, the robber ran into the thrift store to change clothes and unload his briefcase. He was chased from the thrift shop into a furniture store from which he escaped onto Mill Street where hundreds of people were taking advantage of the sidewalk sale. The robber disappeared into the crowd and the police depart- , ment called in the Beale Air Force Base Bomb Squad to take care of the bomb in the briefcase. They evacuated two downtown blocks, which affected one-third of Mill Street where the side- walk sale was in progress. Ta- bles, merchandise and people had to be moved away from the area. Shoppers were forced fur- ther up Mill Street away from the danger zone. With a captive audience, the merchants had bang-up sales for the two hours the bomb squad was at work-and many didn't even know what was going on at the other end of the street! When all the excitement was over the sale continued and it turned out to be the best sidewalk sale ever in terms of cash register sales, giveaways and food sales. The bomb squad, by the way, removed the briefcase from the thrift store, enclosed it in a deto- nation box and exploded it. It consisted of two road safety flares and a clock. submitted by Thom Guzman, Grass [alley Downtown Association Main Street Project Energy Efficient ~usincsses This past summer the North Carolina Main Street Program and the North Carolina Alterna- tive Energy Corporation ~a pri- vate, nonprofit corporation that ~romotes more efficient use of energy, reducing the need for new power plants) joined forces to bring new opportunities in improved energy efficiency to downtown businesses. Nine businesses in Main Street communities around the state have been selected to be Model Energy Efficient Busi- nesses. Goldsboro has three of the participating businesses; Hendersonville, two; Sanford, two; and Reidsville, two. They were chosen because they are businesses that: ^ rent their buildings and are in- terested in inexpensive ways to save energy ^ want to install better lighting and are willing to install energy efficient systems ^ are renovating the interiors of their buildings and want to in- corporate energy efficiency The energy efficiency project worked with the selected busi- nesses to identify beneficial im- provements, find the necessary cash for the improvements and locate the people to do the job. Participating businesses had to: ^ provide copies of their energy bills ^ allow an engineer to walk through their buildings to col- lect data for making recommen- dations ^ pay for at least a portion of the improvements ^ agree to show their buildings during a tour of the energy effi- cient buildings in their down- towns The model businesses are cur- rently receiving plans from the engineers for incorporating en- ergy efficient systems. The busi- nesses will have approximately 12 weeks from that time to initi- ate their projects. AEC has $10,000 in grants that will then be given out to the businesses on a 3-to-1 basis to help defray costs. The project sponsors will also hold workshops in these communities to urge businesses to become energy efficient. This joint project has had ob- vious benefits for the model towns but has reaped benefits for the North Carolina Main Street Program as well. It has helped them reach a goal of re- ducing operating costs for small businesses and has provided spe- cialized training for the Main Street architect.-submitted by Rodney Swink, State Coordi- nator, North Carolina Main Street Program Network Notes is a roundup of significant events and interest- ing anecdotes about our net- work members and successful revitalization techniques they have employed. We welcome your contributions to this col- umn. Please send your materials to the National Main Street Center, attention Suzanne Dane. '~ ~~~~ Main Street News is published by the National Main Street Net- work, amembership program of the National Main Street Center, National Trust for Historic Pres- ervation, 178 Massachusetts Av- enue, N.W., Washington, D.C. 20036 (202j 673-219. J. Jackson ~'Valter, President, Na- tional Trust for Historic Preser- vation Sally Oldham, Vice President of Programs and Services Scott Gerloff, Director, National Main Street Center Linda Glisson, Editor Suzanne Dane, Associate Editor The National Trust is the only national, private nonprofit orga- nization chartered by Congress to encourage public participa- tion in the preservation of sites, buildings and objects.significanf in American history and culture. Support for the Nation- al Trust is provided by member- ship dues, endowment funds, contributions and matching grants from federal agencies, in- cluding the U.S. Deparunent of the Interior, National Park Ser- vice, under provisions of the Na- tional Historic Preservation Act of 19CC. The opinions expressed in this publication do not neces- sarily reflect the views or poli- cies of the Interior Department. C' ~' `. r ,~. ~. ~~~ ~~S i. , .;~ irY F~e~v Participants in ~entac~~ fain Strut The Kentucky Heritage Council recently selected four commu- nities to join the Kentucl':y Main Street Program: Central City (pop. 5,400), already active in promotion and design projects; Dawson Springs (pop. 3,275, once a bustling resort town be- cause of its mineral water springs; Hodgenville (pop. 2,500, which hopes to capitalize on the 350,000 annual tourists to Abraham Lincoln's nearby childhood home; and Mgt. Ster- ling (pop. 6,500, known. as the Gateway City because of its stra- tegic location between the east- ern mountains of Kentucky and the Bluegrass region. Thf;se four small towns will participate in the Demonstration Cities Pro- gram, adivision of the state Main Street program that was started to assist small commu- nities. Towns included at this level receive the same services from the Kentucky Main Street Program and the NMSC as the larger towns.-S.D. ~'!~'~i~E3~ i~~ain StrcRt: ~7~~~~! ~~'~ai On November 10, Virginia Gov- ernor Gerald L. Baliles an- nounced five new Main Street towns for 1988:- Culpeper (pop. 6,621j, Lexington (pop. 7,292j, Manassas (pop. 15,438j, l?ulaski (pop. 13,225 and Suffolk (pop. 47,621). signed to help community lead- ers improve downtown's econo-~ my. Creating Economic Oppor- tunity on Main Street utilizes a new team teaching format t provides in-depth instruction three simultaneous tracks: de- veloping downtown real estate, repositioning downtown as a competitive marketplace and enhancing downtown business performance. Creating Economic Opportu- nity on Main Street will be of- feredfour times this year: Char- lotte, N.C., February 23-25; Oklahoma City, March 22-24; Boston, March 30-April 1; and San Diego, Apri126-28. The reg- istrationfee is $245 for Network members ($225, Network mem- ber early-bird rate; $295 for nonmembers ($275 nonmember early-bird ratej. For this confer- ence, the NMSC is pleased to extend a special group rate of $200 per person to communities wishing to send three or more people. This special rate re- quiresthat all attendees be regis- tered at the same time. Conference registrants will also be able to purchase t~ NMSC's new technical gui line series, Economic Develop- ment on Main Street, a group of eight booklets which usually re- tails for $35, for the reduced price of $25. For further information, con- tact Vicki Onderdonk, National Main Street Center. (202 673-4219. :>~ ~ -;, - .- -., .. _ - National Main Street Center National Trust for Historic Preservation 1785 Massachusetts Avenue, N.W. Washington, D.C.20036 . r/ - -~ w .,. .. ~; 71253934 SArtATL'Ur-, F~,ERIT::G pRcS~RV;+TIGi~ C^u~!h~ISSIO^l 1777 ruI1'VAl_c .aVcivU~ CITY Ot= SARATOv,~ SARATOUF, CA 95070 Selection of the five commu- nities, which will be starting three-year programs, was based on the strength of public and pri- vate sector financial and philo- sophical commitment, need for assistance, clearly defined objec- tives, anticipated program im- pact and the characteristics of both the downtown and the overall market area. The new Main Street towns will receive assistance from the Virginia Department of Housing and Community Development and the National Main Street Center. Efforts during the first year will focus on organizing and strengthening local organi- zations responsible for imple- menting the program, enhanc- ingdowntown's physical appear- ance and developing promo- tional activities. crcatin~ ~cnnnr~6c pprrtnnit~ ch ~~aain Str~~t All ,across the country, cities, small towns and neighborhoods are grapp.~l.~'n'``g with the same challenge:~how to keep their commercial districts productive and competitive. How can they attract quality investors and de- velopers, formulate realistic market strategies and reposition existing businesses that are serving diminishing markets? The National Main Street Center offers an exciting new three-day training program de- i^ '. L Y __ ~~~~ TOC~~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 . (408) 867-3438 MEMORANDUM TO: Heritage Preservation Commission DATE:January 29, 1988 FROM: Valerie Young, Secretary to Commission SUBJECT: Follow-up to joint meeting with City Council Attached for your review is a draft of the minutes from .the recent ~ ', joint meeting between the City Council and Heritage Commission, The Council will be reviewing these at their next meeting on February 3. If you have any suggestions for changes, please call and let me know ~~ prior to the meeting. I will relay them to the City Manager. ~~, The Council has also agendized discussion of the heritage resource j inventory for the February 3 meeting (Old Business). The City Manager and City Attorney will be preparing the report, Some of you may be interested in attendin the meetin A endas will b it 1 g g g e ava ab e on Monday. u SARATOGA CITY COUNCIL INFORMAL MINUTES TIME: Tuesday, January 26, 1988 PLACE: Community Center, 19655 Allendale Avenue TYPE: Committee of the Whole/Joint Meeting with Heritage Preservation Commission Councilmembers Present: Anderson, Clevenger,.Hlava, Moyles and Mayor Peterson. Commissioners Present: Ansnes, Cameron, Heid, Koepernik, Landsness, Voester Staff Present: Peacock, Young Mayor Peterson called the meeting to order at 7:35 p.m. Commission Chair Heid reviewed the status of the work undertaken by the Commission over the past year, including presentation of bronze plaques for the City's Historic Landmarks and work on the Heritage Resource Inventory. Communication between the Commission and Council was discussed at some length, as was the suggestion that the Commission endeavor to work on building support in the community to further the goal of historic preservation through education and awareness. Consensus was reached that in order to effectuate Commission • investigation into issues which did not involve property on the heritage resource inventory, the Commission Chair would communicate informally with the Mayor to consult on a potential issue before that issue was placed on the Commission agenda for discussion. Once agendized, the Commission would seek formal Council authority to investigate and recommend on such issues as provided in the Commission's enabling ordinance. It was emphasized that early consultation with the City Council would be valuable in gaining the Council's perspective on how the Commission might most effectively address the issue proposed for discussion. Discussion then turned to the completion and adoption of the heritage resource inventory. Consensus was reached on the following points: 1. Unlike the historic landmark designation, the listing of '- a property on the heritage resource inventory, if it is to have true value, cannot be at the discretion of the property owner. _ 2. Whether the inventory should be adopted by the Council instead of the Commission from time to time is a matter the Council will discuss with the City Attorney. 3. In addition to having an adopted inventory, the Commission should also develop and adopt from time to time a preview list of properties which may be eligible for the heritage preservation inventory, but for which investigations still need to be made. The purpose of adopting the preview list would be to alert the planning staff and Planning Commission of potential heritage resources in the City which may be lost if proposed development occurs or extensive modifications are made to potentially historic properties. 4. In adopting the heritage resource inventory, the _ Commission should notify all property owners on the list and invite them to attend a meeting to discuss the purpose of the inventory and their property's importance to the heritage of Saratoga. Such a meeting might possibly include the City Council if deemed appropriate after discussion with the City Attorney. -.r tidy ~i 5. The Commission was requested to study and propose appropriate incentives for properties on the heritage resource inventory which would encourage these properties being maintained in such a way as to preserve their value to the heritage of the City. 6. Consideration should be given for similar incentives to be created in the Commercial Historic Zones being created for the Village Area by the Planning Commission as a part of the implementation of the Village Plan. The intent would be to establish historic preservation as primary to strict adherence to any particular development standards set forth in the zoning district. 7. The use of certain terms in the Heritage Preservation Ordinance and their definition as stated in the ordinance are not consistent and have led to both confusion and misinterpretation in the past. The City Attorney will be asked to review these inconsistencies and suggest amending legislation for review by the Commission and staff and adoption by the City Council. 8. Staff should investigate administrative methods to facilitate Commission work on the preview list once it is established. Suggestions included seeking donation of title history research by a local title company and asking for title history on a preview property as part of an application submittal requirement if a preview property seeks building or site approval for building from the Planning Department. • The status of the Warner Hutton House was discussed briefly. The timetable at present for relocation appears to be for the summer of 1989. There being no further business, the meeting was adjourned at 9:15 p.m. Respectfully submitted, ~~ arry .. Peacock City Jerk . ..~:; - _ ~~-~~~ ---.r 13777 FRUI'.I'VALE AVENUE SARATOGA, CALIFORNIA X507: (408) 867-3438 • MEMORANDUM TO: Planning Commission DATE: if?.5/f33 FROM: Heritage ,Preservation Commission SUBJECT: Review of Planning Application for 15231 Quito Road, Meagher-Smiley House At its meeting of January 20, .1988, the Heritage PLer~•~~•~E~ariori Commission had the opportunity to review the 3-lot s.~~c?i~iisi.n:~ application for property at 15231 Quito Road. The applicatio~~ ryas brought to the Commission's attention because the property c:nn•l:aa.n:; an historic structure, the Meagher-Smiley adobe, whic:: is li:;ted on the Heritage Resource Inventory currently under prepat~atio*; :rey ~:~•:e Commission. . The adobe structure, also known as Casa Tierra, way, con~s?•.~nt^:+~c.r? .,, 1941 by two women with the assistance of local. ax:c~a. Tnc?~.:•~.~t~. `~`:~* adobe bricks were made from clay on-site, and the roof ~.= ~:~.-.?_. ~~.;,L,.~ handmade terra cotta tiles from Santa Barbara that ?~~e~re ~~`:•:it}• ~.n s ~.'.<<~ used in the construction. of the California mi.ss:ions. '~'?e •~t~:~.c`~t:r~: is reported to be the largest secular adobe in North nr~eric~ti , co,1-• taining approximately 13, 000 sq. ft. of floor space. The. M~;~c:io~n~,? Park Service of the Department of the Interior pcr~or~N.ec; an architectural and historical analysis of the strtzctur~: in ?.3.80, arn? the property is listed in the Santa Clara County ~egstcr of Historic Properties. Minutes from the ,Heritage Commission'a :1'antzary 20 sreet:ir~:~ ar,~: attached. .After reviewing the subdivision proposal, the Cu:~ission voted (on a 5-0-2 vote, Commissioners Ansnes and 'Tyrrell abstair_ing) to forward its comments on the preservation-related issues to the Planning Commission for consideration. Their comments are as follows: 1) The Heritage Commission believes the subdivision pra,..ua~.. tn.~ets preservation-related concerns because the histcria a.?che structure will be preserved on the site. a.~~. Con:ra:t.w si.on supports rehabilitation of the adobe structure a~~c? sugcff~.;L-s ~ - that similar and natural materials be used in t2ie r~:`:a'...--~:orI:;. I~ 2) The Commission. believes that preservation of tY;eA .zaa'arc: ,:~.. vegetation and natural environment around the roua.c.c::~c~ 3,s ~uat "' ~, ..... 1 .. ..... _.'~, .. _._.._ f R .... ,.. ~~ i Memorandum to Planning Commission 1/~9fGa Re: Meagher-Smiley House, 15231 Quito Rd. • as important as preservation of the house ~ itt~elf. T.he Commission believes the proposed 30-ft, scenic ec'1.~aemC:1'~ se:r'etes this purpose by protecting the natural setting and providing a buffer between the surrounding parcels. The Co~mi3~sicsn suggests that fences in the scenic easement area 13e li:~.itcd and if required, preserve the open space concept. 3) The Commission acknowledges that the proposal does nb:: '~,wolve design review of the proposed adjacent dwellings, . b;'~' > ~•r~ul ~; like to suggest that those residences be complirtertary ~o the adobe, in terms of size and height, when they arQ eons~:~^ucte3. They should not overwhelm or significantly impact tha inLer~x.tj of the adobe and its natural surroundings. 4) The Commission has encouraged the owner of the pro»ea~ty ~.~ participate in the Heritage Resource Designat3.on Prac~~4:~.~;. and to pursue the possibility of using the State Historic Huildirg Code to assist in the rehabilitation of the adobe etructure~ The #~e/~itage Commission greatly appreciates the opport~stii.'~~~ toy comn~Y~~J on this/application. L ./, ~' ~ Warren Heid, halrm Heritage Preservation Commission WH/vy/dsc 2 ., / .. -/Jj I ATKINSON FAxASYN ATTORNEYS AT LAW PAUL B. SMITH 660 WEST DANA STREET J. M. ATKINSON (1892-1982) L.~M, FARASYN (19151979) ERIC L. FA RASYN P, O. BOX 279 LEONARD J. SIEGAL HAROLD 5. TOFFEE .MOUNTAIN VIEW, CALIFORNIA fl4042 ROBERT K, BOOTH, JR. (415) 967-6941 STEVEN G. BAIRD NICHOLAS C. FEDELI, JR. ~ M E M O ft A N D U M HENRY D. CRUZ TO: Saratoga City Council FROM: Hal Toppel, City Attorney RE: Revision of Heritage Preservation Ordinance DATE: January 28, 1988 • I am advised by Harry that during a recent study session of the City Council, there was general consensus to review and possibly revise Chapter 13 of the City Code pertaining to heritage preservation. Most of the discussion apparently centered around the legal status of the inventory compiled by the Heritage Preservation Commission. As you know, it has been my position and advice that the inventory should be adopted by a resolution of the Heritage Commission and thereafter furnished to the City Council (and to the Planning, Commission and the Planning Department) for information purposes only. No formal action by the Council would be required. The basic reason for this advice was my understanding that the inclusion of any property on the inventory would not carry any regulatory effect. Such regulatory effect would only arise upon the property being officially designated as a heritage resource through the adoption of an ordinance by the City Council. On this basis, I had rendered a legal opinion to the Heritage Commission wherein I concluded that a property could be included on the inventory even though the owner objected to such listing because no additional regulations were being imposed. The Commission was therefore able to include on the inventory any properties it felt had historical value, without violating the basic character of the ordinance which requires voluntary designation. My concern over having the inventory officially approved by the City Council was that this action could be misinterpreted by persons whose property was listed on the inventory without their consent. In other words, the Council action could easily be viewed as the imposition of regulatory control rather than the approval of a list. The perception comes to mind of an auditorium filled with angry people protesting what they believe is a deprivation of their property rights. I am advised by Harry that there is no intention on the part of the Council to modify the voluntary character of the Heritage Preservation Ordinance. On the other hand, I gather there was a consensus that the inventory should be something between a wish list on the one hand and regulatory control on the other. I totally agree with Harry's conclusion that the terms "resource," "designation," and "landmark" can be redefined and other aspects of the ordinance can be clarified to establish a status for the inventory which is consistent with the objectives of the ordinance. As presently drafted, the ordinance utilizes the word "resources" for different -1- 1 t classifications of properties -namely, those which have been officially designated by ordinance and those which are listed on the inventory. The term "designation" was intended to mean the official classification as a heritage resource through the adoption of an ordinance. However, it is understandable that the Heritage Commission could also view the listing of a property on its inventory as constituting a form of "designation." During a joint study session between the Planning Commission and the Heritage Commission, it was agreed that any application before the Planning Commission involving a property listed on the inventory would be referred to the Heritage Commission for review and comment. This referral would be handled in the same manner as referrals are customarily made to other departments and agencies having an interest in the development. The comments by the Heritage Commission would be purely advisory, but certainly could be considered by the Planning Commission during the course of its proceedings. Nevertheless, the bottom line is that the listing of a property on the inventory would not, in itself, prevent a substantial modification or even the demolition of a structure which the Commission has determined to be of historical significance. Based upon the foregoing, the following items would- seem to be appropriate subjects for discussion at your. meeting on February 3rd: 1. Clarification of the term "resource." 2. Establishment of a clear distinction between properties designated by ordinance and properties listed on the inventory. • 3. Establishment of incentives for preservation of heritage properties, as suggested by Harry, and determination of whether such incentives should be available to properties listed on the inventory as well as properties designated by ordinance. 4. Establishment of procedures for review by the Heritage Commission of development applications involving properties listed on the inventory. 5. Review of procedures followed by the Heritage Commission for including any property on the invent ry. Harol Saratoga City Attorney -2- CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION - AGENDA DATE: Wednesday, January 20, 1988 - 3:00 p.m. PLACE: Saratoga Community Library Meeting Room 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGANIZATION ~%A. Roll Call ,/B. Approval of Minutes of 1/6/88 /C. Posting of Agenda ,,~. Oral and Written Communications 'i I II. NEW BUSINESS - - I fA. Review planning application for 15231 Quito Rd., Meagher-Smiley House. III. OLD BUSINESS A. Suggestions for discussion topics for joint meeting with City Council, 1/26/88 B. Set work priorities for FY88-89 ~ C. Heritage Resource Inventory IV. ITEMS INITIATED BY THE COMMISSION } ~ V. ADJOURNMENT n r~ _ CITY OF SARATOGA • - HERITAGE PRESERVATION COMMISSION MINUTES DATE: Wednesday, January 6, 1988 3:00 p.m. PLACE: Saratoga Community Library, 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting I. Routine Organization A. Roll Call Present: Commissioners Koepernik, Landsness, Voester, Cameron, Heid, Ansnes, Tyrrell (3:40 p.m.) Absent: None Staff: V. Young B. Approval of minutes of 12/16/87 M/S Cameron/Voester to approve minutes as submitted. Passed unanimously. C. Posting of Agenda • Staff noted the agenda was posted at City Hall on Thursday, December 31, 1987. D. Oral and Written Communications None. II. New Business A. Election of officers for 1988 Commissioner Cameron moved to open the nominations, and nominated the present incumbents, Heid as Chair and Ansnes as Vice-Chair, to serve again in 1988. Motion was seconded by Commissioner Voester. The present incumbents accepted the nomination and agreed to serve again. M/S Voester/Ansnes to close the nominations and approve them as submitted. Passed unanimously. B. Set work priorities for FY88-89. C. Joint meeting with City Council, 1/26/88. These two items were discussed together. V. Young • distributed the work priority list for the previous year 1987. Commissioner Ansnes was pleased that the Commission had completed or at least made sigificant progress, on so 1 Heritage Preservation Commission Minutes - 1/6/88 many of the items. Other Commissioners agreed. Commissioner Landsness suggested the possibility of another town meeting, perhaps to coincide with the adoption of the inventory. Commissioners expresssed a desire for more time to think about these two items, and it was decided to hold them over to the next meeting to be held on January 20. III. Old Business A. Nelson Gardens V. Young distributed a copy of the memo that had been prepared from the Commission to the Council on this issue, and noted it was on this evening's Council agenda for discussion. Chairman Heid and a few other Commissioners stated they would attend the meeting to be available to answer any questions that may come up. B. Heritage Resource Inventory The Commission began going through the inventory forms for final corrections. They completed #'s 1 - 12. • IV. Items Initiated ~ the Commission None. V. Adjournment The meeting was adjourned at 5:05 p.m. The next regular meeting will be held on Wednesday, January 20, 1987 at 3:00 p.m. Respectfully submitted, Valerie Young Secretary to Commission • 2 ~Q~ ~ ~~~~~~~ C~ ~~~~ ~~ ~ ~ ~ ~ 0 ~ ~I ~oc~~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 ~ (408) 867-3438 MEMORANDUM TO: Heritage Preservation Commission DATE: January 15, 1988 FRO M: Valerie Young, Secretary to the Commission SUBJECT: Review planning application for 15231 Quito ad, Meagher-Smiley house ---=----------------------------------------------------------------------------- The City Planning Commission will be conducting a public hearing on an application involving the Meagher-Smiley House at 15231 Quito Road at its February 10, 1988 meeting. The purpose of this memo is to solicit the Heritage Commission's comments relative to the preser- vation issues involved with the project. Your comments will be forwarded to the Planning Commission in their February 10 agenda packet. The application involves the proposed subdivision of the existing 3.2 acre parcel into three smaller parcels. The existing adobe structure would be retained on one of the parcels; the other two would each be developed with a single-family residence. Further details of the proposal will be presented to the Heritage Commission at the meeting. -- ... - ~ - s~ "~ J 1233 20TH STREET, ~i.W. • SUITE SO1 • WASHINGTON, D.C..20039 • (202) 828-9611 PRESIDENT EXEGC'TIVE DIHEG'IOH T ERSH HOASBERG. ESQ. STEPHEN N. DENNIS. ESQ. PRESER~'A~`IOieT LAVA UPDATE 1987-48 December 16, 1987 Paint Guidelines for Boston's Beacon Hill District In 1955, the Massachusetts legislature created the Historic Beacon Hill District, which has since been enlarged to include most of Beacon Hill. The City of Boston's Environment Department has published a twelve-page pamphlet containing the "Historic Beacon Hill District Architectural Guidelines." The Guidelines are subdivided into both "Introductory Guidelines" and "Specific Guidelines." The "Specific Guidelines" cover a number of topics, including masonry; roofs and roof structures; windows, sash and shutters; doors and entries; trim; paint; ironwork; and signs. The paint guidelines may be helpful to other preservation commissions which wish to adopt guidelines for paint on structures built principally of brick and stone: 1. When painting is necessary, discovering and reapplying paint colors based on evidence of an original scheme or using colors from the historical collections of various paint companies shall be encouraged. Paint color shall be appropriate to the period of the building. Off- white paints are preferable to brilliant white. 2. Materials that have never been or were not intended to be painted--e. g., copper, granite, brick, sandstone and lintels, sills, stoops--shall not be painted. 3. Masonry reveals in window and door openings shall not - be painted. r 4. Allowing existing paint on a masonry surface to weather is in most cases preferable to repainting. Removal of paint from masonry surfaces should occur only after careful evaluation of a sample test patch. Inappropriate paint removal procedures (e.g., wire brushing, sandblasting) cause irreversible damage to the masonry and are prohibited. .~T I O \ .1 I. C' E\ T E K F O K P !2 E~ [; I2 ~'.~T I O \ I..1 W 5. Particular attention painting of decorativ painted, pressed meta color to the natural lower elevation. should be directed to routine e pressed metal cornices. When 1 cornices should correspond in stone of window lintels on the A number of other guidelines for the Beacon Hill District also refer incidentally to color: Introductory Guidelines. In the event that replacement of existing materials or features is necessary, the new materials shall match the materials being replaced in composition, design, color, texture, and other visible qualities. Contemporary design for new buildings may be considered if such design is of excellent quality and is compatible with the size, scale, color, materials, and character of neighboring buildings and environment. Sign Guidelines. _ Applicants shall provide sufficient evidence and documentation of a proposal to permit an informed - decision by the commission and a subsequent review of compliance. This may include photographs, drawings, samples of materials and paint colors, exterior lighting conditions and other appropriate considerations. Interestingly, Massachusetts legislation defines "altered" to include "changed in exterior color" and refers twice to color in defining "exterior architectural feature."' Though under the enabling legislation a preservation ordinance will ordinarily empower a preservation commission to consider°color in reviewing applications for certificates of appropriateness, the legislation also permits the elimination of paint color from categories of "exterior architectural features" that may be,~reviewed: . Any city of town may provide in the ordinance or by-law establishing a district or in any amendment thereof that the authority of the commission shall not extend to the review `- of one or more of the following categories of buildings or structures or exterior architectural features in the .._ historic district, and, in this event, the buildings or structures or exterior architectural features so excluded may be constructed or altered within the historic district without review by the commission: (5) The color of paint. (A subscription to the "Preservation Law Updates" series for 1988 is available for $55.00. Please send inquiries to. the National . . Center at the address listed at the top of this "Update.") • J05E HIGUERA RDOBE ~/~~y 7 ~ ~~g~ P~.ANN(NG DEPT. ~~~r~~~.~.~ ~~J~. THE ~!IIPITAS HISTORICAL SOCIETY MEWSIETTER `Ui:.. ViII,::~. 1 ,, , .., January 1988 ;:'e hope your holida..ys were joyous and merry, and that the New Year sees all your dreams realized and is filled with prosperity and ful- fillment. R~,Di ~•iB.:.R: Dues are now due for the current year . I,Iake your ;~ 10.00 check payable to the ^'ilpitas His- torical ;.~ociety and mail to the I~:ilnitas Oomr.:unity Library at ;x`40 Ivorth ~.~ilpitas 3oulevard. It will .be a great help for members to pay their dues a.s early as possible. ._t our January 13th meeting, we shall elect officers for the coming year. mhe "dominating committee has not been able to get a president or vice-president for this year. Any- one willing to serve in either of these capacities, please contact T~Iabel L:attos or Barbara Carroll. r;e need you all to participate in the functioning and activities of our Society: _:,. Leo Murphy°-~ras~--ac~"ep~ted th~.;~post'~f treasursr.;,~;Carr~l.-.~.alvi, !of s~e_cr,~- tary. The•...c.tlnt~ board members ~~ have -agre~d^~ta--give` another„tw~g= year term, ~e~ingrl~Tabel T~attos , Fifi Bradley and Robert P~ebber. Both yam McReynolds and ~d Cavallini have another year to serve of their two- year terms. A few copies of our "?4lilpitas S History Book" are still available at the Library for ~6 a cony, in- cluding tax. JULIA JITvI0:1Ia will be our speaker at our general meeting on 13th January, in the %ommunit~.• Room of •• •~~tYie Library, 7:30 p.m. ahe is a native of ~Tilpitas, her parents, Rene and t'atricia (~ornwell) Simonis, having moved here before her birth. They still live in the same house they first moved into. Her aunt and cousins still live here, as well as some of he r• father's family. All the other relatives live in the ~;an Jo:~e area. An Ayer graduate in 1979. when :~obert :dicolai was principal, there were far more alumni at the five-year reunion than anyone ex- pected. Her interest~in photography led her to join the Society, as old buildings really interest her. ahe is collecting quite a volume of such structures. she is now with the "Happy Fours" travel agency in Saratoga. After a fascinating series of speakers who are old-timers wi1~~ reg:i;.ec'~ us with their memories, it will be interesting to learn how i•~ilpitas in the recent past is recalled by a younger person. ilaine Levine , aam I~icReynolds , ~d Cavallini and Uscar 4~•lyatt comprise an Ad Hoc committee to look into Wiinsor i~lacksmith Shop as a possible museum for our city and Society. Learn more about itS ~- - Both our Society and the Cultural Resources Preservation Board are interested in the CUCIZ HOUSE now owned by Llwood Johnson. Located • on the property now known as Calav- eras-Ridge Road, there are five structures of interest: the house, the water tank, the barn and the "outbuilding." The main part of the HOUSL was built about 1910, and the addition or back part, in the 1940's. The front part of the house has 9-foot ceilings in the four rooms; the back part has the normal 8-foot ceilings as found in today' s ` '• ~~ :~tructures. The only place that the original walls are still vis- -. ible is from the attic, which were made from 1 X 12 redwood. some of the original door hinges can be " •~•~ seen on the front and bathroom doors, now covered with many layers of paint. Original floors can be seen from the crawl space; the kitchen floor was originally of high qual- ity, as can be seen by the borders. Tularcitos creek borders the property ,on the east and south sides. The creek had water in it all of 1987. l+;ilpitas Historical Society X40 North Milpitas Boulevard P;iilpitas , cA 95035 The j9AT~R TA1~1K was installed in 1927, row filled from a well 130 feet deep. A pressure system feeds the house. Originally the house was on a gravity system, and water was run into the tank from a~spring located up the hill, near the creek. The BARN was built circa 1920.'__s or 1930's. The walls are very straight and the lumber is good. The small OUTBUILDING was last u::ed as a chicken house. It is now used for storage. "'he TRESS : There are -about 25 Eucalyptus, 6 Oaks, 5 yalnuts, 6-Apricots, 2 plums (both red and yellow), 3 rigs, 1 Lemon and several bitter almonds. The canes that are located on the south side are near the well. There are also several more trees, as yet unidentified. There are deer, foxes, hawks and coyotes ,.. owls in the barn, ground squirrels and tree squirrels near the creek. ~,ouldn't it be wonderful to live there? '` _ ,. ~.., i 1 ti oiPPMS~ ~ ,1~1 s 3 i9cc '' FIRST CLASS L2nnmarks pre s ervaT ~ ~~~ City of Saratoga 13777 Fruitvale Ave ~~ Saratoga, CA 95070 ..`~. - _ _-~.._ .. •, ,f ' , . ..i T S , B 0 L s TS Pedal Features . • P~~ESERVATION W RK u ~~ m~"~ ~nd~g Tools:. Histon~ ark Pre . O__+~nOP Building Code Ordinance, Zontn servatiorE • g. Historic 1hlTlding: Ways to utilize CDB ~. COO~rTator , -Workshop FaC~t3'- financing, Econo G funds. Re btlttation mic Develo development James small B Loans, Pment Hlsto ~~' ph•D•• 1s Executive Director of the Commercial Progmrlls• Reha- ryCenter usiness loans, Rebate pm on htsto and Foundation, De California bonds, [)DqG Industrial D g~•- ricresource lnventoriesfor Moc College, ye h dements g~~' in~stment TaX eve)opmei.; t. is curnenuymana in gan H111 worked Credits, Facade . g bpublicatlonsoftheSun andGilroyand • Ch •, GuestLeeture~: ~ nyvaletnvento allengese initiating the historic su r5'• Going for the local, state, fede n'ey~inventory; •" I~~ Gaalttcri Be vitalizing Do ral deli pmseivat/on Consul nae~ ~Vr1tOWns n •.~ ~. afounder tarts. Fo with Marben-Laird support ofyour Co and Neighborhoo anon: Re- rmermayorofLos `~SOCiates, historic resources. uncil/Co ds: Gettin ' andpresldentofC Gatos, she,yas_._ mmunity fprpreSe „ ~' chatred Santa ailforniansforPrese ruing and wrote the Clara County's ance ric Heri rvationActiori, Landmark Ordin for the Ctiage Commission, • Joe Hall, Sensor PI tY of Saratoga, ~ L~1C]leOII . ~ . the State Historic Bner, Ctty of~ta C Coeur de~mier • ~~ _ Planntn ullding Code r~• and Secreta POmmes au fe Tournedo Rossi t o u n g•. ro Bo ry f r • ! ..- m and u 17 e u .H t e e administration, tromem University and an Mld~s an MA to ' Cbee•~~eTabledesglson res San D !n Anna '. on le A st o ub b1 li e fo 1; Sta P c to r ,..., Ehe Cruz Prese University, lie µas ~ - ~~ n'atl . J Pn 1 o - - hn IMerritt is TExecutt~ Pan.. _ _ Registratio I Lion a Dt A ,, r • Inf r , Fo ect O un or o - . dation, San F f the Caltforn r~at1OII =- , Dir ran to _ ector for cl~o• He has been F Prese TIIKE: s,r,. ; the National i rva ~+' • I J " Western Fteld Office -Trust for Historic eld Service ,;..: `- = atauary 29, 1888 - 8;30 •y, pmsetvation s and a Ca11fo Preservation's, .LOCATION: am - 4:00 pm t~finember. rnla State Office of Historic CaliforniaHlsto~ '' ~"' • Kent Seav 21250 Stevens Creek B1vdDC~~ College Pacific ~ 1s a Presetyatton and Rehabs REGI (F7tnt Center Entry Pertino, Cq Grove. Former Monte lttatlon S STRATTON nce) and director of the San Ju ~' County I-l/storic Peclalist In l''EE: f ` specializes 1 Coordinator S45 (!nc/uc%s s n Invento ~ Bautista historic 1 Payable to: P`~/Munch) , maintenance, ~3' work. ada nventory, he California : Ptive use, and pI.eservatlon D~IDLINE; Jan History Center (or sooner If nary 27, 1988 Beth ~'3'man is ', r. ; "• :~,a`;'~. reached Participant limit of Former mayor•ot ~~ C1ard County's G ~RLY BIRD Prior to dead!/ne) . 60 !s Coast Re for rgan Hfu• she has rants Coordinator. REGIST g al Coastal Commission served on the Central ~TIONS: Registration ~, member of and ABAO S35 • cCe sion. Shea! SS ~a h ~ County's Hlstoryc He ~d is a NO LATER T Pted If receive ri d U His nlverslty, toric Prese ~e Comm/s- ~P`l1ND P an~~3' 22. 19 rvation at OLICY: 100 of fees, 88 ;.. San Jose State rrilnus S5 -; '~ lfwithdrawalnotlcels Processingchar~e, .., ~....... 'i THAN January c Ived NO LA _. _ 25. 1988e TER ---- • '~~y.~ . NUTS&BpL .. --------___ ~' _ - 1'S • ~- . .. ., . , P .. . KESERyA ~ .. .. .. , . TION W `. ~. For Co . _ ,. (`',+,, unty and Municipal planners and RK$HOP _ , ; i , :•• , Historic Preservatlontsts • - - .. Re . , ;... ' ,' gistration DeadliIIe:.lan ,NAME Herita 27 e ~'Y 9 Co . 1 98 mcni 8 s stoners & Val ' • ADDRE3g 13777 ,. C1t of Sarato a • .. .. I,;t,~.,• Fruitvale Awe Make h ~::::, ,•t, .,• _ f ~ Cam. ST _ • c ecks payable to: , r•,....,; ATE. ZIP r to a 95070 .Californiia History tenter:. `~ PHONE ._L408) 867 3438 E He - M f •`~f?', r T1T'L Tito ail to:• ,.:. ` e Preserva - `F..trs'•tnn fee: S45 (S3 tion Commissioner Helen Ki ~'~ ~ ~r~ ~' more info 5 prior to J Califo koshfma, Re ist rmation call (408) 99g_ anL,~y, 22, 1988) rnla Hlsto 1' ~ ° ~' 4712 21250 Steve O' Center . I Cupertino, ns Creek Blvd' CA. 95014 ... _, CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION AGENDA DATE: Wednesday, January 6, 1988 - 3:00 p.m. PLACE: Saratoga Community Library Meeting Room 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGANIZATION A. Roll Call B. Approval of Minutes of 12/16/87 C. Posting of Agenda D. Oral and Written Communications II. NEW BUSINESS A. Election of officers for 1988 B. Set work priorities for FY88-89 C. Joint meeting with City Council, 1/26/88 III. OLD BUSINESS A. Nelson Gardens B. Heritage Resource Inventory -~ ~~'~`i~~ IV. ITEMS INITIATED BY THE COMMISSION V. ADJOURNMENT ~, ~t cfi' ,Vic' c~Y~ ,~ ~~~1~~'CC~~ • ~~ CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION MINUTES DATE: Wednesday, December 16, 1987 3:00 p.m. PLACE: Saratoga Community Library, 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting I. Routine Organization A. Roll Call Present: Commissioners Cameron, Voester, Ansnes, Koepernik, Landsness, Tyrrell, Heid Absent: None Staff: V. Young B. Approval of minutes of 12/2/87 B. Voester suggested minor rewording of the sentence regarding the firebell plaque. M/S Ansnes/Koepernik to approve minutes as corrected. Passed, 7-0. • C. Posting of Agenda Staff noted the agenda was posted at City Hall on Wednesday, December 11, 1987. D. Oral and Written Communications None. II. New Business A. Discussion of State Historic Building Code V. Young briefed the Commission on this item, stating that the Code was now mandatory rather than permissive, and must be used by the Chief Building Official for designated heritage resources and structures on local inventories. She further added that the City Attorney had advised that the Code is not required to be officially adopted by ordinance of the City Council since it is mandatory. She noted that in 1981, before the Code was made mandatory, the City Council at that time had adopted resolution supporting the Code and encouraging its use. She distributed information on the Code to the Commission. . Commissioner Koepernik noted that using the Code was still difficult, particularly with public or commercial 1 Heritage Preservation Commission Minutes - 12/16/87 buildings; he said it was much easier with residential structures. He said the difficulty was in interpretation by individuals and building officials. He did not want to give the public the wrong idea that using the Code was automatic and easy. Commissioner Heid gave an example of how he used the Code on one of the projects he was involved in. He then briefly discussed key features of the Code. Commissioner Tyrrell felt it was important to make sure the Chief Building Official acknowledged and used the Code. Other Commissioners concurred. The Commission directed the Secretary to prepare a memo to the City Manager from the Commission regarding the Code, stating the Commission's concerns and encouraging the Chief Building Official to establish procedures to use the Code. The memo is to include an invitation to the Chief Building Official to attend a Commission meeting in the near future to discuss the Code. III. Old Business A. Heritage Resource Plaques - Status report The Commission agreed. that the Nardie House plaque presentation on December 7 was very successful. Commissioners Ansnes and Voester will continue with the final articles for the Saratoga News. B. Heritage Resource Inventory V. Young distributed packets of completed inventory forms, #1-50. It was decided that the forms would be reviewed at the next meeting for final corrections, with each Commissioner responsible for reviewing them before the meeting, so the task would go quickly. IV. Items Initiated ~ the Commission A. Nelson Gardens V. Young reported that the Williamson Act contract cancellation request for this property had been heard by the City Council at its December 2, 1987 meeting, and was continued to the January 20, 1988 meeting. B. Voester stated that she asked that this item be put on the Commission's agenda for discussion because the gardens are • an historic and open space resource in Saratoga. She felt the Commission should send letters to the Council, owners 2 Heritage Preservation Commission Minutes - 12/16/87 and neighbors to express the Heritage concerns. Commission's There was general discussion on the issues involved and what approach the Commission should take. Commissioner Cameron felt that the City Council should be made aware of the Commission's preservation concerns. The Secretary was directed to prepare a written communication to the City Council for its January 6, 1988 agenda packet. The letter is to express the Commission's support for preserving the gardens for their historic/open space benefits to Saratoga, and to ask the Council if they can be of assistance by serving as a resource and contacting the parties involved. B. Miscellaneous V. Young distributed materials on preservation law and noted the Commission was now on the mailing list for future updates. This was done at a suggestion by Commissioner Koepernik. V. Young polled the Commission to determine who wanted to attend the "Nuts and Bolts Preservation Workshop" to be held at DeAnza College on Friday, January 29, 1988. All seven Commissioners expressed a desire to attend. V. Adjournment The meeting was adjourned at 5:00 p.m. The next regular meeting will be held on Wednesday, January 6, 1988 at 3:00 p.m. Respectfully submitted, Valerie Young Secretary to Commission 3 • oO~D ~ ~~~~~~~ ~0~~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 • (408) 867-3438 MEMOR~INDU1~ TO: Heritage Pr~e~servation Commission DATE: December 30, 1987 FROM: Valerie ~~~~~ SUBJECT: Inventory forms This memo is just to remind you to please review the packet of inventory forms you received at the last meeting. Please mark corrections, changes, etc. on your forms so that the task of doing the final review goes quickly at the-next meeting. Those of you who still have forms outstanding (you know who you are:) need to get them in to me as soon as possible so tae can put them on the word processor. • I hope you all had a merr christmas...Ha New Year too y PPY ••• I look forward to completing this project in 1988: • ~ "~ CITY OF SARATOGA PLANNING COMMISSION MINUTES DATE: Tuesday, December 1, 1987 - 7:30 p.m. . PLACE: Community Center Arts & Crafts Room, 19655 Allendale Ave. TYPE: Joint Committee-of-the-Whole - Heritage Preservation ------------------------------------------------------------------ The meeting was called to order at 7:35 p.m. Commissioners present were Warren Heid, Susan 'Guch, Barbara Voester, Roy Cameron, Elizabeth Ansnes, Janet Harris, Richard Siegfried, Sharon Landsness, Norm Koepernik, John Kolstad, Ann Marie Burger and Harold Clay. Absent were Karen Tucker and Richard Tyrrell. Staff members present were Associate Planners Kathryn Caldwell and Valerie Young, and City Attorney Hal Toppel. I. ITEMS OF DISCUSSION A. Review of each Commission's powers and responsibilities as set forth in the City Code. Planner Caldwell reviewed the Planning Commission's responsibilities and- Planner Young reviewed the Heritage Commission's responsibilities. Commissioner Burger asked for clarification on the "standards" discussed in item (c) of the Heritage Commission's powers and duties. There was consensus that these standards were ones that could apply specifically to historic buildings, such as the State Historic Building Code and the U.S. Secretary of the Interior's Standards for Rehabilitation. Commissioner Burger also expressed a desire to receive formal comments from the HPC when applications involved designated resources. Commissioner Ansnes replied that a procedure for such comments was already in place in the ordinance for designated properties and that the concern was more for structures that were on the inventory. Commissioner Heid and Planner Young briefed the group on the status of the inventory, reporting that it was near completion.. .City Attorney Toppel discussed the procedure that would be followed for adopting the inventory. He said the HPC would adopt it by resolution, then forward it to the Planning Commission, City Council and Planning Staff. He said that many problems and complications could be avoided if the HPC adopted it rather than sending i.t to the Council for adoption. If it went to .the Council, the public may get the impression that there is some regulatory impact associated with listing on the inventory, when that is not really the case. He suggested the Commissions focus on the administrative review procedures to be followed for properties on the list. • Commissioner Heid expressed his concern that there needs to be a commitment to preservation from all City decision- 1 making bodies. He said that property owners will be notified that they are on the inventory, to foster public knowledge. City Attorney Toppel suggested that the HPC could act as a reviewing agency during-the application review process, much like the Fire or Water Districts. Their comments could then be incorporated into the staff report for the Planning Commission. It would not create extra hearings or delay the process. Commissioner Ansnes expressed concern that if the project met all the zoning standards but was not "historically correct", there still was no legal strength to the Heritage Commission's comments. Commissioner Koepernik concurred, and said it was important, therefore, for the Planning Commission and staff to have a sensitivity to compatible construction when heritage resources were concerned. Commissioner Cameron said that the HPC can provide valuable input in that regard to the Planning Commission. Planner Caldwell then recapped the administrative procedure that would be used for properties on the inventory, and encouraged the HPC to get it completed as soon as possible so it could be made available to Council, staff and Planning Commission. B. Discuss possible changes to the City Code to encourage preservation of heritage resources. Commissioner Voester stated that often times the building and zoning standards of today don't fit buildings from the past. Commissioner Heid said one place to start would be encouraging the use of the State Historic Building Code for designated resources; this code allows some relaxed standards for older buildings. Planner Caldwell emphasized that there was a difference between the building code and the zoning code, and that the Planning Commission doesn't get involved in building code questions. Commissioner Ansnes asked if the variance procedure could be used to allow variations to the zoning code for historic buildings. City Attorney Toppel stated that the state law regarding variance findings was very strict and applied to physical hardships of the lot, not to historic value. Planner Caldwell said that the staff and Planning Commission could not usually support variances to parking, .especially in the Village. Commissioner Guch said the main problems arise when historic residential structures are converted to commercial uses and different standards then apply. ..Planner Caldwell said the Planning Commission already has tools in the Zoning code to allow for modifications to parking and' non-conforming setbacks. She also said that many types of -=-- building permits such as remodels, new windows and ~~~~ 2 demolitions are ministerial and are not even reviewed by the • Planning Commission. Commissioner Voester expressed concern that there needs to be policy support for preservation from the Council, and that they need to hear that from the community. Commissioner Ansnes said that preservation activities were getting better publicity now; she reported on the recent presentation of bronze plaques for two designated heritage resources. The group agreed that greater publicity and public awareness were beneficial to preservation in Saratoga. C. Discuss Heritage Resource Inventory This item was discussed under Item A. II. ADJOURNMENT The meeting was adjourned at 9:00 p.m. n U • 3 ,, , ;,, .,,,, ~'r ~ .. C L~F®I~I~ / ~'- OFFICE OF n~a~~` V .~~ ~~~~~ ~ ©~ C ~ ~ 1937 1 ~ - '~ •! . I ~ •~ - ~ ~ ~~ ~. ~ ~ ~ :. ~~~ I VOL. II. AIO. 4 BALL 19H7 ~RCH~OLOGgCAL CENTERS ~~KPAND ~'Y'&~'Y'~ IN~~~'I'ORY The efforts of eleven 'inforgation ~ ter- ~ ,Y ~ r~ ~ ; -~, ,~ ,.... centers' have added core than 3,000 ~, >~.~-~ ~TZ ~ .c , sites to the California Archeological ~ -~ ~ 4 r '~ Inventory during the fiscal year ending r ~' h~ ~~' ~-i~^ -'' ~'~ ~i~- c~ ~" ./~ `t ~4 ~ y`. 1 1 ~ h .~~~ mat. in Septegber 1987. Those additions .~ _ ~~, brought the total nugber of inventoried ri ~ , i~ ., k ~ ~k ~ °~,,. ~' sites to over 90,000 and insured that ;,` ~'"~ -~ ,~^~- ~ '''' ~_"~ n~~~ ~"'`'~- ~ '~t the inventory regained the largest ~''~ ~;~?~~ ~ ~ '~~ "~ ~~ s~~~Y~=~'~, state repository of its kind in the _ ,;. ~ ,~, - ,,~ ~ ,~ ~ ' ti u t ~ .. ~ - r ~ .~. ~,~ ~ ^~,~,.~ tion. 4 ,, ~,'~~~.~~ Maintaining the inventory is one of ~ Yr _ r ~ "~,. ~ ~ ~' a~+~ the functions perforged by the Office , ~ ~~ ' ~~ ~ ~''' ~ ~~ ~~ ~a'~ ` r ~z ~.~- ~ `:; ~- ~r ~,` ' ~~,~ of Historic Preservation (0#IP). the ~' '`~ ~` `"~ ~ ~:_ .`. .5 inventory consists of records on the '!~`~ ,~, . * ,,L, ~~ ~ ~ ~~~~ ~~'~~°;,~,~ ,4' location, site, and cogposition of r. ~ '~~ ..:;. u `~*~_~ ~...;s archeological sites in the state. y~.:' ~ i~~~~'t ~„ ~-:~`,~~ these records provide inforgation on ~~ ~ ~-;: 7j~ts',~ f '~ ~~ "~:< all aspects of California archeology to `~"~: ~.~.,, '~ ~ ~,~ -. ~ 'f ~ ~ ~ '~ ~s s :~ 5~ gorernaental agencies, archeologists, ;.q ~~ ,~~ r ~. -v and the public. '.1.,,, ~ - t ~ ~ ,~_ The OHP gaintains the inventory "' ~ ~ ~ ~ ''~'~` ~`~ ~ ~~~- ~''~: through cooperative agreegents rith Docugentation on this Farth Figure is in the inforgation center at UC RiversiQe. eleven colleges, universities, and wseugs throughout the state, each of assistance and forced archeologists at interested in contract work, rhich is responsible for the records in the centers to consider cogplete self- contributed to the OHP's cogputerized one geographical regions. These sufficiency. In any case, the use of database of site records, and offered institutions house inforgation centers student interns has consistently assistance to local, state, and federal that collect, organize, and disseginate allowed the centers to accogplish gore agencies in cogplying rich environ- data about archeological sites. As in than available funding could support. gental lars. Soge have been able to the past, records for all of the sites The centers have taken on Trite overviews of the archeology of added to the state inventory in fiscal additional responsibilities in the last . their regions, and Bost have developed year 1987 were processed by the decade. They have acquired cooperative arrangegents rith Soge of inforgation centers. archeological reports on their assigned the local governgents in their areas. This systeg of regional areas, developed bibliographies, and The inforgation center systeg is the esponsibility, created in 1975, has gapped areas that have been surveyed public's key to California archeology. raditionally been sustained by sgall for archeological sites. In addition, For a list of the centers and the grants frog the OHP. Recent federal they have distributed a referral list counties they serve, please contact the funding cutbacks have endangered this of archeologists qualified for and Office of Historic Preservation. ` F R OM THE are attracted to California, Ilen Gibson the nerl a i t d displays. Ne assist in the rehabilita- STATE HISTORIC , y ppo n e director of the State Depart~ent of Coe~erce tion of historic properties, providing d ti PR E S ERVAT IOAI OFFICER: , asserted that the diversity of a ap ve uses for buildings that then beco California has alwa s tt t d California is one of our greatest me tourist attractions. fie work with doantorn eerchants in revttali y a rac e tourists. In the nineteenth century assets. Part of that diversity is shown i ting their Main Streets, bringtng back local they cave by ship and rail. In this n our ride range of historical resources which have b econo~ic well Deing, and ukin: century Motorists took to the roads in , een central to the groath and develop~ent of _ appealing places to visit and show. their new fords and Packards, to tour our tourist industry If you are interested In learning California for pleasure, culture, or . The ~aj~r function of the State about the ways we can snare our education. Providing services to Office of Historic Preservation o u c~~it tourists sparned a new industry, as is local assistance. I believe that b st aulate tourlsa ln your pleasr l exerplified Dy early auto courts, sore , y using soae of our state and feder l ca l re at (916) 115-8006, an^ I rill of rhich are still evident along the a progrars, tourisa in Californi be happy to discuss truer rich yoc, ' highways. It has been shorn that a coreunities can be greatly enhanced let s work together to drrelco and California leads the nation in total . The OHP helps local urket our nlstorlca; and c;ltzral travel expenditures, travel-related couunities in identifying and i t resources, so that Modern tourists .ill payroll, and state, local and property reg s ering their historic buildings districts contirwe to core to oar star ana en1c~ tax revenues related to tourist , and sites; the inforution thea as .ucn .s re do activities uncovered Best rashes to the nc•IiCa,• ~ . In explaining Mhy so zany tourists provides ut~rial fUr local ralkiny tours, brochures and interprettre , -Ka/hryn 6uallr~rr PLAQUES DESIGNATE UNUSUAL LAND~9AREiS Aficiorudos of the state's bronie historical landu rk plaques probably identify they with battle sites, ttissions, architecturally iapressive buildings, and the hosts of faeous tten and ro~en. But California also has landsarks coue~orating unusual aspects of the state's history. Sites connected with recreation love been honored. Landurk plaque Mo. 437, at the corner of Bush and Harket Streets in San Francisco, arks the spot where Charles August Fey invented the three-reel bell slot uchine. At Pluus Eureka State Park in Pluus County, Landaark No. 723 designates the first sport skiing area in the nation. The East Bay Regional Parks District recently dedicated a Landurk plaque in Oakland co~oe~orating the identifica- tion of the rainbor trout species. This Landurk is only one of a nu~ber noting plants and aniuls. Landurk No. 945 in San Jose, for exaaple, arks the successful introduction of the honeybee to California in 1853. Fontana is the site of Landurk No. 950, the nation's first and only goverment-operated experieental station devoted to i~proving rabbit breeds and care. The state has a nurbcr of landaarks devoted to Its 'Jit`e lnoustry, cwt It also lus one (Mo. 929 near tuba City) rhich honors the propagation of the lhoepson Seedless Grape, clot pest popular table and raisin grape. tlilllar Thapson first publicly displayed the her grape In Ku ysrille in 1872. Landurk No. 912 describes the Glendora Bougainvillea, once the largest plant of its kind in the United States. Most of these unusual landurks have been registered in recent ties, stwwtng a gro+rirw awreness of ttc state's very tic`, Droad arti ra n e: heritage. To }ird out tore, otC~ic G lifornia's_ Histori u l lanoaart, rc• 26.00 fra the PuDli a lions Sectic- Cepartxnt of parks and Uecrutic:: D.O. !ox 911896, Sacraxnto 41 ?9e-OC.:: NAHFORD CONFEREI~3CI: DRA4dS 17D Over 1)0 proole trot 2y countir• paftlclpatcd In the second anrx:r; conference on historic prtservatror. rr rural Calltorn a held Uctooe; Ir-!c :- fianford. Folloring the thelre 'rit:rai Preservation Hearts suslness,' tr~r conference explained hot historic preserve lion progrars could hei; Couunitles entunce econonc rllalr:~ by pro~otln9 their historic Qualitie,. As at last year's conferencr it Chico, the event vas attended prlr.ariir by owners of soil businesses, city officials, and se~bers of roc:; preservation boards. Again like la,t year, the overrhelrin9 nuaorr c' participants had never attended preservation conference before. the conference, part of Gov. Ueukrc- jian's rural renaissance inltla h re, vas sponsored by Hanford Chattber c! Co~serce/visitor Aaencv and the Ot{P- Plaque parks slot ,eachine site. PROJECTS FUNDED UNDER THE CALIFORNIA PARS AND RECREATIONAL FACILITIES ACT OF 1984 ~~Z' CITY PROJECT NFX"E AF'f01~1T F~~®ED Alameda Alameda Alameda Free Library ~ 25 p00 Hayward Livermore Meek Mansion Ravenswood , ~~~ Livermore Highway Garage 140,000 12 000 Oakland Oakland Western Market Building , 50 O0O PrriaadDr Oakland Camron-Stanford Residence Lake Merritt Necklace ofi Light 35,000 100 000 Butte City Fiddletown Butte Store Chbw Kee Store , 95,000. Butte Jackson Chico Amador County ital Southern Pac fi gg~O00 150 000 Calaveras Oroville ~ige ls Camp i c t Old Cortmercial District Sam Choy Store 60;000 200,000 Colusa ~ Willia Ols~ Carnegie Library 50,000 3O 00O Contra Costa ms Hercules Sacramento Valley Museum Hercules Club Houma %'000 ~- E1 Dorado Walnut Creek Placerville Old Borges Ranch Gold Bug Mine qp~~ 78,000 Glenn Orland Willows Carnegie Comm. Center 134,000* 55,000* Humboldt Arcata Glenn County Courthouse Arcata Hotel 61,000 Imperial Kern El Centro Bakersfield Main Post Office Beale Marnorial Library 142,000 3OJ~p00 l * Los Angeles Shafiter Claremont Green/Shaft ter/Hitchcock Hotel Garner House gp ppp 50;000 Los Angeles ~t Office E d ~ 100,000 Las Angeles L A 1 Pueblo ngeles: Gamier Building 61 000 Los Andes Los Angeles Italian Hall and Siquiros Mural Pico House Grand Stairc 100,000 ase 72,391 Los A+x~les Los Angeles Plaza Substation Fire Station #30 150,000 ' Los Angeles Los Angeles Central Library Hollywood Studio Museum 149,885 lpp~~ Los Angeles Los Angeles E1 Greoo Apartments Watts Station 10,000 100,000 Monterey Park Pasadena Jardin E1 Encanto lpp,ppp lpp~~ Pomona We/t Hollywood City Hall La Casa Primers de San Jose Schindler Hou~ e ~~~* 110,00O* Marlpo`-'a Wilmington 1"1ariPo".~a .~ Banning Coach Barn Museum County Courthou~ e x,000 70,770 Modoc ino a~ ~ Old Community Club lsp~~* lpp ppp ~„~p Alturas Bridgeport Belli Building County Courthouse ~ 170 000* Monterey Gonzales Odd Fellows Hall 2O~ppp 4O ppp Pacific Grove Salinas Chautauqua Hall Tidball Store ~ SO~p~ Nevada Grass Val ley No~rth~ra MHalsePowerhou~ ~~~ 1~' ~* Orange Nevada City Anaheim Firehouse Museum Carnegie Library ~'~ 113,000 Santa Ana Santa Ana Modjeska House Orange County Courthouse 81 747 ~~~ Placer Auburn Placer County Courthouse 336,pOp~ 197 940* Rocklin Roseville Finnish/Tertperance Hall Carnegie Library , 7O,ppp 27,000 mounded for more than one funding cycle . QTY CITY PROJECT_ N~'E A_ M pI,NT Ft~~pp~ Plumas Riverside Quincy Perris Beckwourth's Cabin $ Southern Hotel 38,523 75 000 Sacramento Riverside Walnut Grove Jensen-Alvarado Ranch Jean Harvie School , 175,000* 105 000* San Bernardino Colton Colton Public Library , 40 000 Redlands San Bernardino Asistencia , 80 000 Redlanc~ A. K. Smiley Library , 83 000 San Diego Yucaipa Carlsbad Yucaipa Adobe Leo Carrillo Ranch , 54 910 90,000 Carlsbad Santa Fe Depot 35,000 Oceanside Guajome Ranch House 150 000 San Diego Balboa Park Administration Bldg. , 250 000* San Francisco San Diego San Francisco Mission Beach Roller Coaster Coit Memorial Tower , 150,000 114 000* San Luis Obispo Atascadero Administration Building , 300 000 San Luis Obispo Jack House , 16,000 San Mateo San Luis Obispo Half Moon Bay Carnegie Library James Johnston House 85,000 100 000* Santa Barbara Reci~~ood City Santa Barbera San Mateo County Courthouse Montario~o_ Main House , 150,000 140 000 Santa Clara Cupertino " Picci'~etti Ranch , 100 000 Gilroy Old City Hall , 29,000 Santa Clara Harris ass House 65 000 Santa Cruz Santa Clara Santa Cruz Santa Clara Verein Felton Covered Bridge , 70,850 86 000 Shasta Sierra Redding Downieville Old City Hall Sierra County Sheriff's Gallows , 177,170* 17 000 Siskiyou Dorris Dorris Community Hall , 50 000 Solano Benicia Camel Barn Complex , 67 000 Benicia Von Pfister Adobe , 60,000 Vacaville Vacaville Town Hall 60,000 Vallejo Vallejo City Hall 150 000 Sonoma Healdsburg Healdsburg Public Library , 66,564 ~n~~a Sonoma City Hall 100,000 Stanislaus Santa R~-~a Modesto Luther Burbank Garden Md-ienry Mansion 50,000 126 000* Trinity Lewiston Old Lewiston School , 40 000 Tuolumne Sonora Sonora Opera Hall , 133 000* Ventura Ventura Dudley f-lase 57,900 Ventura Albinger Archeological Museum 50,000 Yolo Ventura Woodland Peirano's Market Yolo County Courthouse 100,000 318,000* PROJECTS FUNDED UNDER 5AFC0* Fresno Fresno Humboldt Eureka Los Angeles La Canada- Flintridge Los Angeles Los Angeles Los Angeles Los Angeles San Bernardino Colton San Diego San Diego Yolo Winters Old Administration Building, Fresno City College Simp,.,on-Vance House Lanterman Home Japanese-American Museum Eagle Rock Library r~galows Highland-Camrose Bu Los Angeles City Hall Colton Library Balboa Park Administration Bldg. Winters City Hall 1,000,000 116,000 500,000 750,000 238,000 500,000 300,000 200,000* 160,000* 130,000 mounded for more than one funding cycle_ ~S~~ecial Acca~nt for Capital Outlay • HEARING HELD ON TAS~C FORCE GOALS Recowendations of the California Heritage Task Force were the subject of a legislative hearing held October 22 in the State Capitol. the hearing, sponsored by Asse~bly~an Say Farr and Senators Milton Marks and John 6ara~endi, featured testi~ony by torser task force ~e~bers, state officials, and representatives of several organizations involved in historic preservation. The task force, cosposed of seventeen ^e~bers with a variety of interests, was coo~issioned by the Legislature in 1981 to look into the state of heritage preservation in California and to sake recoaendations for the future. After enlisting the aid of hundreds of groups and individuals, the task force issued its report in 1984. It ude 224 specific recouendations on all aspects of historic preservation, only sae of which have since been fully carried out. The hearing focused on the recoo~ended work that regains to be done. Because the hearing lasted just one corning, topics were discussed only briefly. As a follow up, the legislators asked Roger Holt, forcer task force chairaan, to fora a couittee to explore how sore of the recomoendations could be i~plecented and to suggest possible priorities for 1988. NE1J SURVEY PROGRAM BEGIFJS GRAI~'I' PROGRAM IAl FULL SBdING ': ~ ~ ~ -~ " `~ ~~.~~ J, s> _ ~_ ~~_..• California's first State sponsored grant prograv for historic preservation is well underway. The Legislature awarded and the Governor approved S1O pillion to 119 of California's cost significant publicly owned historic resources. These patching grants, Bade available under the 1964 State Park Bond and adoinistered by the OHP, range froo Y12,OOO to ;300,000. Although no ^ore 1984 bond funds are available, the State recently found another source of support for preservation. In June the Legislature appropriated and the Governor approved S3.8 pillion in SAFCO (Special Account for Capital Outlay) funds for ten additional projects, narking the first tine the OHP has adoinistered such funds. The intense need for funding has been ~: >~ ~~~,,. . , .. ~; ~` substantiated by the speed with which work is being completed. Over half of the projects receiving grants in 1985 will be finished by the spring of 1988. Despite the upsurge in State funding, more assistance is needed. No funds are available to finish partially coopleted projects; work has not begun on three hundred projects for which the OHP received grant applications but did not recomaend funding; and many new potential projects have recently come to the attention of local agencies and organizations. Yoters in 1988 will decide whether to approve additional support for historic preservation. The bildlife, Coastal, and Parkland initiative and a possible new state park bond proposal both will include funds for preservation projects. the OHP is beginning a new prograv to had been awarded for approxioately 130 local governeent rhich outlines their assist local couunities in conducting surveys. sutual responsibilities. Provisions surreys of historic properties. The Under the new progra• surveys sill of the agreecent Bay vary depending on office rill provide written need a paid coordinator to oversee the local conditions. The 5tate's instructions and on-site guidance rith project and will use local volunteers requireaents for the final products of tAe goal of reducing the asount of to do part of the work. Closer the survey--inventory (ores, caps, local funds needed for these projects. direction from the OHP, however, will encoding sheets, and coepletion report- Tbis year, for the first tine since lessen the aoount of 'wheel-spinning' -regain as in the past. 1174, the office offered no survey that often occurs during the first few More inforoation about the survey 9r+ots. Recent reductions in federal Months of a survey. prograv gay be obtained frog the OHP. f~e4ieg forced the OHP to abandon these The prograv includes a written traits, through which orer ;1.5 Billion agreeaent between the State and the Bond funds are helping to restore the San dateo County Courthouse in Redwood City. COMMISSION UPDATE The State Historical Resources Conission held its quarterly Meeting in Benicia on August 7. On the previous day, August 6, the land~ark plaque dedication was held for Land~ark Mo. 973, Matthew Turner/Japes Robertson Shipyard. The CoHission recoaended that six districts and three individual National Register applications be approved by the State Historic Preservation Officer. fro land~ark applications and three plaque requests were sub~itted to the Director of Parks and Recreation. The Nove~ber Meeting of the Co~~ission ras held on Nove>Fber 6 in Santa Barbara. The next Meeting, li~ited to a discussion of the California Register, will be February 5 in Sacra~ento. Between March and June, the following properties were listed on the National Register of Historic Places: Courtland Gross House--Tehachapi vicinity, Kern County, 3/22/87 Eddy Tree Breeding Station-- Placerville, E1 Dorado County, 3/31/87 (Federal Sub~ission) Here-Northy Store and House-- Huntington Beach, Orange County, 3/31/67 lalud House--Porterville, Tulare County, 3/31/87 Fernbridge -- Fernbridge, Nu~Doldt County, 4/2/87 Al Malaikah Teeple--Los Angeles, Los Angeles County, 4/2/87 Second Church of Christ, Scientist-- Los Angeles, Los Angeles County, 4/2/87 Venetian Court Apart~ents--Capitola, Santa Cruz County, 4/2/87 Madrona Knoll Rancho District-~- Healdsburg, Sonora County, 4/2/87 Baldwin Estate, Heller Estate, Pope Estate--So. Lake Tahoe, E1 Dorado Co., 4/1/87 (Federal Sub~isslon) Lloyd Nright Hoye and Studio--Nest Hollywood, Los Angeles Co., 4/6/87 A.H. Sweet Residence and adjacent s~all house -San Diego, San Diego. L'ounty, 4/16/87 Six Sisters-Lawn Nay Historic District--Capitola, Santa Cruz County, 5/1/87 ~~~ L-7 (Earth Figures of Calif.-Ariz. Colorado River Basin TR)--Stonehead, I~perial County L-8 (Earth Figures of Calif.-Ariz_ Colorado River Basin TR)--Ninterhaven, I~perial County, 5/1/87 Angelus Mesa Branch, Cahuenga Branch, Richard Henry Dana Branch, Felipe De Neve Branch, Eagle Rock Branch, John C. Freoont Branch, Nashington Irving Branch, Helen Hunt Jackson Branch, Jefferson Branch, Lincoln Heights Branch, Malabar Branch, Me~orial Branch, Moneta Branch, John Muir Branch, No. Hollywood Branch (Los Angeles Branch Library Syste~ TR)--Los Angeles, los Angeles County, 5/1/81 Van Nuys Branch, Vence Branch, Venont Square Branch, Nilnington Branch, Nilshire Branch, Robert Louis Stevenson Branch (Los Angeles Branch Library Syste~ TR)--Los Angeles, Los Angeles County, 5/19/87 Beverly Nilshire Hotel, Beverly Hills--Los Angeles County, 6/12/87 First trust Building and Garage-- Pasadena, Los Angeles County, 6/12/81 Chateau Chevalier--St. Helena, Napa County, 6/12/87 [dEWSLETTER CALIFORNIA J- ~. OFFICE OP ,;;,, ~ HI~STO~t~ ~ ~ ~ i ~ PR~~~RV~TI~PI ~'EVVSLETT ER P.O. Box 942896 Sacramento, CA 94296-0001 The OHP Newsletter is published four ties a year and wiled without subscription cost throughout California by: State Office of Historic Preservation Depart~ent of Parks and Recreation P. 0. Box 942896 Sacra~ento CA 94296-0001 916/445-8006 If you are not receiving the Newsletter and would like to be added to our wiling list, please send us your nape and address. Ne'd also like to hear your co~~ents and suggestions. Editorial Co~~ittee: Nicholas Del Cioppo, Maryln Lortie, Don Napoli layout and Design: Cynthia Howse Contributors: Kathryn 6ualtieri, Sandra Elder, Joyce Lar, Maryln Lortie, Marion Mitchell-Nilson, Don Napoli, Bill Seidel 223 0 NIGR. , CITY OF SARATOGA 13777 FRUITVALE AVENUE SARA'IOGA - ~ 95070 r~ ~~i f /~~~~~~~. Preservationists Converge on Washington istoric preservationists ranging from small-town Americans to international delegates met in Washington, D.C., during the first two weeks of October. The National Trust welcomed more than 2,500 members to its 41st National Pres- ervation Conference (NPC), October 7-11. Five hundred preservation professionals, representing 50 coun- tries, also attended the International. Council on Monuments and Sites' (ICOMOS) 8th General Assembly from October 10-15. Just before the NPC, the Main Street National Town Meeting was held with nearly 500 attendees from around the country and the world. The Ameri- can Bar Association course on His- toric Preservation Law and the State Legislation Conference on "Building Codes and Historic Preservation" also were held before the NPC began. Affiliated organizations meeting during the conferences included Preservation Action, the National Council of Preservation Executives, the National Council for Preserva- tion Education, Municipal Land- mark and Historic District Com- missions and the National Mari- time Historical Society. A highlight of the NPC was the National Preservation Forum meet- ing, during which the results of a year-long process of citizen involve- ment to examine the national pres- ervation program were released. The report of the steering committee of the National Preservation Forum, "A Historic Preservation Chal- lenge," was distributed to confer- Conservation Foundation Tackles Csrowth Management I n response to needs identified by the President's Commission on Americans Outdoors, the Conserva- tion Foundation (CF) has launched "Successful Communities,"anew program designed to help towns and cities protect distinctive natural and historic qualities while permitting sensitive development. Steering the program are Douglas Wheeler, formerly director of the Si- erra Club and executive vice presi- dent of the National Trust, now CF's vice president for land, heritage and wildlife, and Michael Mantell, program director for the new initia- tive. The program's overall goals are to provide technical assistance, create an independent land trust and work to implement growth management policies at the federal and state levels. Pivotal to the program is the cre- ation of the Successful Communi- ties Trust, which will be made avail- able to communities when other land trusts are unable to meet a spe- cific conservation objective. u 137 !~I Lt r3lhll-in nrn T. Clark Shoettle, of Providence, R.I., and Bruce Kriviskey, AIA staff, joined nearly 500 Forum members at a reception. ence attendees. The report describes "broad consensus on a number of steps which, it is hoped, will move us closer to our goal cf making pres- ervation auniversally embraced eth- ic." Alimited supply of the report is available to Forum members. The 42nd National Preservation Conference will be held in Cincin- nati, Ohio, October 19-23, 1987. Other elements of the program include the publication of a news- letter and a Guidebook to Success- ful Communities, ahow-to manual that explains why some communi- ties are more appealing than others and identifies techniques that can be used to protect and enhance the distinctive features of each commu- nity. For further information, con- tact The Conservation Foundation, 1250 24th St., N.W., Suite 500, Washington, D.C. 20037. (202) 293-4800. National Trust for Historic Preservation November 1987 Volume 1, Number 2 • '~, -. ~~ f Carol Wyant, executive director of LPCI. ~ .- -~ y~7 New Director in Illinois he Landmarks Preservation Council of Illinois (LPCI) re- cently welcomed Carol S. Wyant as its new executive director. Wyant, a -native Californian, comes to LPCI after many years of preservation work in San Antonio, where she su- pervised the rehabilitation of a 1904 office building and served on the Mayor's Task Force to propose new incentives for historic preservation. She also directed public relations for a $200 million project adjacent to the Alamo. Indiana Educates Sports Fans ~he 1987 Pan Am Games in In- dianapolis provided the Histor- ic Landmarks Foundation of Indiana (HLFI) an opportunity to show off their city to thousands of spectators from throughout the Americas. Tak- ing advantage of the many visitors who came in August for the games, HLFI's Landmarks Tours Sightseeing Service sponsored atwo-mile walk- ing tour of Crown Hill Cemetery entitled, "If Stones Could Speak." Crown Hill boasts a population of 166,000 "residents," making it the fourth largest cemetery in the na- tion. While walking the grounds, visitors were given an anecdotal so- cial history of Crown Hill by tour guides, who also discussed the his- toric 19th-century cemetery archi- tecture and burial practices. Pennsylvania to Publish Directory he Preservation Fund of Penn- sylvania staff is preparing the new Pennsylvania Preservation Di- rectory, aguide to preservation re- sources in the state. The directory will contain listings of historic ar- chitectural review boards, nonprofit preservation organizations, Main Street projects and a resource sec- tion on preservation products and services available to state residents. Susan Shearer, director of marketing and communications, is available to discuss the project with other state- wide preservation personnel. Con- tact her at the Preservation Fund, 2470 Kissell Hill Road, Lancaster, Pa. 17601. (717 569-2243. State Fund Combines Housing and Conservation Interests aul Bruhn, executive director of the Preservation Trust of Ver- mont, reports passage by the state legislature of the Vermont Housing and Conservation Fund, a program designed to create affordable hous- ing and conserve and protect agri- cultural land, historic properties, significant natural areas and recre- ational lands. The fund is believed to be the first of its kind in the country to combine affordable hous- ing and conservation activities. With first-year funding of $3 mil- lion, the fund will be administered by an independent state board. Proj- ects combining the dual goals of conservation and affordable housing will receive preferential funding consideration. In a related action, Gov Made- leine Kunin has formed" a cornmis- sion to study methods of proper planning and growth management. Citing the inability of local and state commissions to implement adequate planning tools, Kunin fore- sees the need to invest stricter con- trols at the regional level. Kunin, who plans to run for a third term as governor, calls un- planned growth Vermont's most critical issue. Preston Bristow, man- ager of administration at the Ver- mont Land Trust, states that the mood of residents has changed dra- matically. "Ten years ago, native Vermonters viewed planning as a threat. Now they're beginning to see the chaos that results without it. Their support is critical to having new controls enacted." The graves of Union soldiers and the 1875 Gothic Chapel at Indianapolis's Crown Hill Cemetery. s Historic Preservation Funding Update: Senate Proposes $9.5 Million Increase The Senate has recommended an appropriation of $34,050,000 from the Historic Preservation Fund in fiscal year 1988. If passed, the bill will increase funding for state his- toric preservation offices and the National Trust by more than $9 million from the 1987 appropriation of $24,250,000. The House of Repre- sentatives recommended a total ap- propriation of $25 million, while the Reagan administration's pro- posed budget did not include any funding for historic preservation. State Historic Preservation Of- fices. The appropriation for states would total $28,750,000. This amount includes $20 million for survey and planning activities and $5 milliori that may be used either for survey and planning or for archi- tectural, engineering and manage- ment assistance grants for land- based or maritime-related projects. Three million dollars has been des- ignated to establish a Bicentennial Lighthouse Fund in recognition of the 200th anniversary of the Federal Lighthouse Program. The state his- toric preservation offices (SHPO) would administer this matching grants program. The remaining $650,000 would be used for a study and inventory of historic resources in the Marshall Islands, Micronesia and Palau. National Trust. The Senate also recommended a $5.3 million appro- priation for the National Trust. The amount would allow the Trust to make available $300,000 in Preser- vation Services Fund grants and $500,000 in Critical Issues Fund grants. The Senate also earmarked $250,000 for the Trust's public inter- est and educational efforts in mari- time preservation. Non-tax credit projects. The committee report also specified that the funds recommended for state ar- Dispute over New Orleans Aquarium proposed aquarium and park, 1 to be built in the Vieux Carre National Historic Landmark Dis- trict in New Orleans, has triggered a growing dispute over the responsi- bilities of the Army Corps of Engi- neers (Corps) under the National Historic Preservation Act (NHPAj. Opponents, led by the Louisiana SHPO and the Vieux Carre Property Owners, Residents and Associates, argue that the aquarium cannot be built without a federal permit be- cause of its location-on an earthen levee and wharf in the Vieux Carre district-and because of its possible impact on the city's flood protection system. In a letter to the SHPO, however, the Corps rejected the need for a permit "based on plans submitted," noting that "we see no basis for our involvement at this stage in the Section 106 (of the NHPA) process." Calling this position "shortsight- ed and incomprehensible," National Trust Vice President and General Counsel David A. Doheny urged the Corps to reconsider. "The National Trust believes," said Doheny, that the Corps's refusal to become in- volved at this stage "violates not only Section 106 but also the higher standard of responsibility owed to National Historic Landmarks (NHL) under Section 110(fJ." Section 110(f) requires that where any project may directly and ad- versely affect any NHL, federal agencies shall "to the maximum ex- tent possible, undertake such plan- ning and actions as may be necessary to minimize harm to such landmark." In an attempt to force the Corps's compliance with the NHPA, the Vieux Carre Property Owners, Resi- dents and Associates filed suit in federal court. Although the court dismissed the suit recently, the plantiff will decide this month whether to appeal the district court decision. chitectural and engineering grants are intended to generate other fund- ing sources for the bricks and mor- tar development costs of these proj- ects. Thus, this year's funding should not raise expectations of a congressional appropriation in fiscal year 1989. Anticipating the need for future funding, however, the Senate report directed the National Park Service and SHPOs to identify cul- tural resources that are in need of preservation but are not eligible for the rehabilitation tax incentives. The House report made a similar re- quest. The committee also request- ed that the Secretary of the Interior prepare recommendations for a long-term preservation plan for the identified projects. Members who know of projects that need funding or have suggestions for financing techniques should notify their state historic preservation office and the Preservation Forum. J ~ < ~ .. A proposed aquarium would be built near Jackson Square, within a National Historic Landmark district. C t#3~~j t`~~"~+~t4 ."~":r;~~~~~`z~ t*°~ .-} ~~a7'4~~'J~3`./++~~~2Ff~xrY ,r~yr.~C.~,~+~i'"~'~~ ~S u >r d 0 A m • u Preservation Action moves to new location: Nellie Longsworth, Douglas Dunn, Peggy Schmelizer and Kelly Donohoe. he National Trust recently an- nounced several key appoint- ments to its headquarters staff. John Heyl, formerly chief development officer at Bowdoin College, has been named Vice President for Resources Development. Heyl will direct the Trust's fund-raising efforts. Helen Hooper is the Trust's new congres- sional liaison, in charge of monitor- ing legislation and advocating fund- ing for the national preservation program. George Siekkinen, pre- viously adesigner specializing in historic preservation projects with the Ehrenkrantz Group & Eckstut in San Francisco and as an architect with the National Park Service, has joined the Trust as architect in the john Heyl, National Trust Vice President for Resources Development. J 0 I~ Department of Stewardship of His- toric Properties. Penny Jones, a for- mer Trust advisor from Kentucky, has been named director of the Cen- ter for Historic Houses. After climbing four flights of stairs for four years, the staff of Preserva- tion Action now elevates automati- cally to new offices in the Dupont Circle Building, conveniently lo- cated near National Trust headquar- ters. Preservation Action's new ad- dress is 1350 Connecticut Avenue, N.W., Suite 401, Washington, D.C., 20036. (202) 659-0915. The Land Trust Exchange (LTE), for- merly based in Bar Harbor, Maine, is now headquartered in Alexandria, Va. Its new executive director is Jean Hocker, director of the Jackson Hole Wyo.) Land Trust since 1982. The Land Trust Exchange is a mem- bership organization that works to strengthen the effectiveness of local and.regional land trusts. LTE's new address is: Land Trust Exchange, 1017 Duke Street, Alexandria, Va. 22314. (703) 683-7778. Cynthia Grassby Baker, chair of the Advisory Council on Historic Pres- ervation since 1985, has been nomi- nated by President Reagan to head the U.S. Mint in Denver. Because the nomination must be confirmed by the U.S. Senate, Baker has not yet resigned from her Advisory Council post. ~ ' "'2 u. t, .y = C„ {a . :~~An'~ ~~ :~ J N U O _N d A ~N C Larry McBennett, former director of HPFNC's Revolving Fund. William Farrar, deputy SHPO for ~v. va. William Grant Farrar IV has been named deputy SHPO for West Vir- ginia, effective December 1. Farrar, who has served as Illinois Deputy SHPO since 1978, continues as trea- surer of the NCSHPO. After four years of directing the His- toric Preservation Foundation of North Carolina's widely emulated revolving fund, Larry McBennett will depart at the end of October to pursue private development inter- ests in the state's Research Triangle area. Kirby Turner, former executive di- rector of the Historic Kansas City Foundation, assumed a new position in July. He is now executive director of the Montgomery County Histor- ical Society in Dayton, Ohio. Christie Fant, deputy state historic preservation officer (SHPO), retired from the South Carolina State His- toric Preservation Office on October 16. Having served the office since its creation in 1969, Fant was an ar- ticulate spokesperson for preserva- tion and an active participant in the National Conference of State His- toric Preservation Officers ~NCSHPO). I ''~3y~, `"GS],$' i*' rn ~~r,,~~- Ff6r7~ •' ~7~ n "t ~y+~ '^ ^e .±.~ ~~i.' ~ +kn,~,'~1'm~ ,t*~'a-tt.~r"N,~*~~tx.,,, =.a+w'~-i ~.+~-`~~~~~r~l~.J~' 11'~~,~+ 1~ .s~,~t~ '"~~, ~ "~s~~~~-'i -~~ L~°"~',~~r'~ 'J~.~~ • • Banks Aid Homeowners even financial institutions in Thomasville, Ga., have agreed to participate in a loan program to help awners of historic properties located within the city's six residen- tial h3ational Register districts. Or- ganized by Thomasville Landmarks, a local nonprofit organization, the program will provide discounted loans to help owners of single-fami- ly dv~+ellings make improvements. The banks will channel loans through the city's housing authority, thus providing lower interest rates. Exterior architectural changes funded by the loans must be ap- proved by the Thomasville Historic Preservation. Commission. Owners of an estimated 800 houses are eligi- ble to participate. According to Nancy Tinker, exec- utive director of Thomasville Land- marks, "The program was incredi- bly easy to start because both the banks and housing authority were eager to help_ All we did was ask." Preserving Large Estates: Begin with Education errysburg, Ohio, located south- west of Toledo on the banks of the Maumee River, contains many historic and natural resources. Among these assets are 121arge, early 20th-century estates situated along the scenic East River road. In recent years development pressures have caused the demolition of one of the mansions and the subdivision of five estates for residential use. Through an agreement between Historic Perrysburg, Inc. and the National Trust, a team of experts analyzed the problems confronting these estates and their environment. Solutions proposed by the team in- clude the possible reuse of the es- tates by private or nonprofit organi- zations. The experts advised that design guidelines be implemented as quickly as possible to ensure pro- tection of the area's historic and natural resources. The team's report focuses pri- marily on education of various groups: the community at large to foster greater appreciation of the area; developers, bankers and real estate agents to increase their un- derstanding of economically bene- ficial preservation and conservation tools; and federal, state and local of- ficials to prevent such actions as in- sensitive road widening, hasty de- molition and incompatible design. Copies of the report are available for $4 from the National Trust's Midwest Regional Office, 53 West Jackson Blvd., Suite 1135, Chicago, ~ Ill. 60604. (312 939-5547. Rural Conservation Success Story n 1981, the National Trust se- lected Cazenovia, N.Y., for a pilot study in rural preservation. The study and a subsequent Land Use Guide highlighted the historical im- portance of numerous farms, includ- ing Meadows Farm, a late 19th-cen- tury agricultural complex with 92 acres of scenic open and wooded land bordering Cazenovia Village. When development pressures began to threaten the village, the Cazeno- via Preservation Foundation ~CPF~ purchased the farm, placed protec- tive covenants on the land and is now offering it for sale, either as one parcel or three individual parcels. The covenants specify that new buildings or alterations are subject to architectural review by CPF and that the open land will not be developed. Dorothy Reister, chair of the Meadows Farm project, emphasized that the farm was protected solely with local funds. "When the farm came on the market," she com- mented, "CPF didn't have any mon- ey to purchase it, but a strong vol- unteer effort succeeded in raising enough money from local resi- dents." _ `{~- c _,__.__ w~.. 0 The Coyle House is one of hundreds of houses in Thomasville, Ga., now eligible for reduced ]owns from local banks. State Extension-Service Participates in Preservation he National Trust has awarded the University of Nebraska's Cooperative Extension Service a $1,000 Preservation Services Fund grant to produce and distribute a se- ries of three publications entitled Preservation and Nebraska's Rural Heritage. The first publication will cover basic issues of preserving his- toric structures; the second will ad- dress preservation of historic farm- steads; and the third will be a teaching guide for use with rural au- diences. With a total program bud- get of $6,040, the Extension Service will distribute an estimated 25,000 publications throughout the state. A communitywide effort helped secure historic Meadows Farm, Cazenovia, N.Y. A Heritage at Risk: A Report on Heritage Education (K 12~ • The following is a section of the introduction to a 25-page report published by the National Council for Preservation Education. Our heritage is at risk because historic preservation has for- gotten about the future. Another generation, now young, will decide what, if anything, will be preserved of the present, and which, if any, of the structures now "saved" will be repaired and renewed. They will make countless individual decisions about their own properties. They will vote, and support or reject pub- lic policy and funding measures for preservation. Some will make these decisions directly as public officials. The future of our heritage is, quite literally, in their hands. Our heritage is at risk because it is still not perceived by the general public as an important public asset, nor understood as a public good. Over the past quarter century, pres- ervation agencies and organizations have assembled a remarkable public resource in the collection of sites, structures and districts under their protection, and in the information they have gathered about these properties. This collection is widely recognized for its economic value alone, or considered a benefit only for those directly involved: preserva- tionists, property owners, real estate developers and the commercial ven- tures that thrive in popular historic areas. Our heritage is at risk because it has lost its power as a broad cultural metaphor. In popular perception, the historic environment has become an exclusive enclave, no longer fig- uring in discussions of current is- sues and how to solve them, nor in a collective vision for a better fu- ture. Symbolically, this heritage- houses, neighborhoods, industrial sites, downtowns and other struc- tures and places-is being relegated to increasingly conventional spheres of meaning, such as relatively rou- tine forms of patriotism and gener- alized pride in our forebears. Our heritage is at risk because it does not seem to relate to most peo- ple's private, everyday worlds. It ap- pears detached from what really matters, is not part of family, Team- ing or life. If historic environments have any current significance in the normal course of daily existence, they are relegated to the periphery, belonging to the marginal areas of recreation, a superficial form of tourism, a mild curiosity. Heritage education is addressing these risks. It is taking on the fu- ture, working with teachers and their students. Heritage education is democratizing the historic land- scape, making it accessible to large numbers of young people fora wide- ly supported public good: Teaming. It is framing historic environments in much broader terms for a large segment of the population, using them imaginatively to encourage Teaming that is both memorable and enjoyable. Heritage education is turning historic areas into lexicons of information, testing grounds for theories, laboratories where stu- dents practice a whole range of new skills-places where young people are actively engaged and involved, habitually taking and making mean- ing from these environments in very personal ways... . Several underlying threads knit these hundreds of programs together: ^ a primary focus on older and his- toric properties a an emphasis on what this archi- tecture teaches about many di- mensions in our culture ^ and the explicit goal of safe- guarding this heritage by introduc- ing it into the schools... . Despite the value of their work, heritage educators-those who are directly involved in shaping these programs and designing curricu- lum for them-have often lacked consistent and long-term support from historic preservation groups. r ~ '" _ ~~ -y~ ,~ ~ ,~• ~.,.~ ~' - .r ' I C i -- ~'r _ ~~ i~f ~~ ~i' ~~t, ~ ~ ~ . ~~. f~ S ,_ ~~_r Savannah's Massie Heritage Center coordinates public school activities with local celebrations. ~1 a ~.. d Maintained at marginal funding or staff levels by their sponsoring or- ganizations, relying heavily on vol- unteers and the overtime efforts of dedicated employees, and all but ignored in any substantive nation- al preservation policy, many of these programs have been sus- tained by the positive response their work receives in the educa- tion community. Copies of the report may be or- dered from the Historic Preserva- tion Program, University of Ver- mont, Wheeler House, Burlington, Vt. 05405 for $2, postage paid. At the National Preservation Con- ference, educators and preserva- tionists met to discuss the report's findings. Three major consensus points emerged: e the diversity of local programs should be encouraged ^ forums at local, state, regional, and national levels should be cre- ated to facilitate exchange of infor- mation and experience ^ education programs must recog- nize the variety of heritages with- in acommunity. C. Conferences, Workshops and Training Programs The National Trust's National Main Street Center will spon- sor "Bringing Back Urban Vitality," a conference focusing on urban commercial district revitalization, January 13-15, 1988, in Miami Beach, Fla. Contact: National Main Street Center. (202) 673-4219. Seismology workshops presented by the American Institute of Archi- tects and the Association of Colle- giate Schools of Architecture and funded by the Federal Emergency Management Agency will be held in San Francisco (January 29-30) and Boston (April 1988. The work- shops are designed to help architects and related building professionals respond to the threat of eazth- quakes. Contact Don Geis, AIA/ ACSA Research Council, 1735 New York Avenue, N.W., Washington, D.C. 20006. (202) 785-2324. The White House, the Advisory Council on Historic Preservation and the Department of the Interior are jointly sponsoring the Presi- dent's Historic Preservation Awards recognizing citizens for their contri- butions to historic preservation, and the National Historic Preservation Awards honoring federally assisted projects and programs. Nominations will be accepted until February 19, 1988. Entry forms are available from the Advisory Council on Historic Preservation, The Old Post Office Building, 1100 Pennsylvania Ave- nue, N.W., Room 809, Washington, D.C. 20004. (202 786-0503. The Advisory Council on Historic Preservation's (ACHP~ three-day course, "Introduction to Federal Projects and Historic Preservation Law," takes place January 26-28 in Washington, D.C.; 12 similar ses- sions are scheduled at various dates and locations through September 1988. The course explains the re- quirements of Section 106 of the National Historic Preservation Act. For information contact: Property Management Institute, GSA Train- ing Center, P.O. Box 15608, Arling- ton, Va. 22215-0606. Or contact Shauna Holmes, Training Coordi- nator, Advisory Council on Historic Preservation, The Old Post Office Building, 1100 Pennsylvania Ave- nue, N.W., Room 809, Washington, D.C. 20004. (202 786-0503. Books, Publications and Videos "State Systems for Designating His- toric Properties and the Results of Designation," by Margaret Davis, 150 pp., 1987. This is the fourth in a series of National Trust reports on state historic preservation legisla- tion. The report examines states' designation and protection programs and includes commentary on the ef- fectiveness of the programs within each state. $12 plus $3 postage and handling. Order from the Preserva- tion Press, National Trust, (202 673-4058. Housing Rehabilitation: Programs, Techniques and Resources, 40 pp., 1987. This resource guide by the U.S. Department of Housing and Urban Development (HUD) ex- plores the department's recent re- ports, guidelines and manuals that outline strategies for rehabilitation program development, code enforce- ment and historic preservation ac- tivities. Order from HUD USER, Dept. 2Aah, P.O. Box 280, German- town, Md. 20874. $5. The Advisory Council on Historic Preservation's "Report to the Presi- dent and the Congress 1986" is available through the Advisory Council without charge, while sup- plies last. Write: Publications Office, Advisory Council on Historic Pres- ervation, The Old Post Office Build- ing, 1100 Pennsylvania Avenue, grants/Loans O n the occasion of its 30th an- niversary in the U.S., Toyota Motor Corporation has established the "Toyota USA Foundation." Us- ing the theme "Pursuit of Excel- lence," the $10 million endowment has been established to provide an- nual grants to nonprofit organiza- tions that promote education, health and human services, culture and art, and community and urban affairs. The grants will total at least $500,000 with individual grants ranging from $25,000 to $50,000. Contact: Toyota USA Foundation, 19001 S. Western Avenue, Torrance, Cali£ 90509. (213) G18-5397 or 618-4726. The Office of Educational Research and Improvement is inviting small grant ($5,000 maximum) applica- tions for its educational research grants program. Thirty grants total- ing $150,000 are available for educa- tional research projects led by teach- ers in public and private elementary and secondary schools. Contact: Joseph Vaughan, Office of Educa- tional Research and Improvement, Research Applications Division, Room 504C, 555 New Jersey Ave- nue, N.W., Washington, D.C. 20208. (202) 357-6193. The Ford Foundation, in conjunc- tion with the john F. Kennedy School of Government at Harvard University, is sponsoring the third yeaz of its awards program, "Inno- vations in State and Local Govern- ments," to be given in the fall of 1988. This program provides nation- al recognition and financial awards of one-time grants in the range of $100,000 to ten states and localities that have experimented successfully with innovative approaches to diffi- cult government problems. Prelimi- nary applications are due on January 8, 1988. Contact: Innovations/Ap- plications, John F. Kennedy School of Government, Harvard University, 79 John F. Kennedy Street, Cam- bridge, Mass. 02138. T~- N.W., Room 809, Washington, D.C. 20004. "Maintaining a Sense of Place" by Ramona K. Mullahey, 1987, spon- sored by the National Endowment for the Arts (NEAP. This 15-minute video with workbook introduces zoning, explains its impact on the design of a community and gives basic information to assist commu- nities developing design guidelines. Order from Historic Hawaii Founda- tion, P.O. Box 1658, Honolulu, Hawaii 96806. (800) 537-9564. $69.95 plus $5 postage and handling. "America By Design," alive-part public television series on the histo- ry of American architecture and de- sign is now available on videocas- settes. Historical societies, preser- vation groups, planning commis- sions and architectural education groups will find this video a perfect vehicle for mounting a public edu- cation program or community dis- cussion series. Contact: PBS VIDEO, Department J1, 1320 Braddock Place, Alexandria, Va. 22304-1698. (703) 739-5380 or toll free (800) 344-3337; Virginia residents call (800) 468-2207. $99 per one-hour tape or buy set of 5 and receive a 20 percent discount. The National Park Service is plan- ning aconference and exposition in Philadelphia on the rehabilitation and restoration of interiors in histor- ic buildings, December 7-9, 1988. Prospective speakers and authors are encouraged to submit abstracts of presentations by January 31, 1988. Contact: Program Director, The Interiors Conference for Histor- is Buildings, P.O. Box 27080, Central Station, Washington, D.C. 20038. .(202) 343-9578. Awards/Competitions The National Council for Urban Economic Development (CUED) Nattonal Economic Development Partnership Awards were established to recognize outstanding and inno- vative urban real estate develop- ment projects that demonstrate the importance of the public-private partnership in economic develop- ment. Entries must be postmarked no later than December 4, 1987. For nomination criteria contact: Na- tional Economic Development Part- nership Awards, National Council for Urban Economic Development, 1730 K Street, N.W., Suite 915, Washington, D.C. 20006. (202) 223-4735. Furum Nenxletter is pubhshcd six times a pear by the National Trust For Historic ['reservation. Members of the National Trust's Preservation Forum receive stx issues of Forum Newsletter, four issues of Presen'utinn Furum. twelve issues of Preservation News and six issues of Historic Preservation as benefits of membership. Annual dues are ST.00. Qualifying individuals map subscribe to 1'resen•anou Forum and Forurn Newsletter fur S18.U0 per year. Application to Mail at Second Class Postage Rates is Pending at Washington, D. C. Postmas[er. Send address changes to the National Trust for Historic Preservauun, 178 (,gassachusetts Ave., N.N., ~Nashington, D. C. 20036. Copyright ©1987 National Trust for Hrstonc Preservation m the United States. Support fur the National Truse is provided in part by maccMng grants from the US. Department of the Inrerior, National Park Service, under provisions of the National Hts[oric Preservation Act of 1)66. The opinions expressed are not necessanly those of the U.S. Department of the Interior. November 1987 Volume 1, Number 2 National Trust for Historic Preservation 1785 Massachusetts Ave, N.W. Washington, DC 20036 (202 673-4296 FIRST CLASS L1S. Postage PAID Washington, D.C. Permit No. 8803 71253534 5 SARATCGA HERITAGE PRESERVATIC~ CON~tI SS I0~ 13777 FUITVALE AVEKUE CITY OF SARATGGA SARATOGA CA 9570 • .~.~ ~ ~ ~ ~ Main Street News ~hry~ ':: `,b - ~ !. .vim .:_ i • • f~~~~~ ~~~e~~~ Anne Simon Moffat The following article is re- printed courtesy of Horticul- ture, The Magazine of American Gardening, 755 Boylston Street, Boston, Mass. 02116. Copyright (cJ 1987, Horticulture Partners. This article describes the ad- versities endured by urban trees in their struggle for survival and offers guidelines for keeping trees alive despite these hard- ships. The author has taken a neighborhood in New York City as her example, yet, the harsh conditions described are com- mon to all cities and towns, large and small. Similarly, the care and maintenance sugges- tions are as applicable in small towns as they are m major me- tropolises. It is midafternoon along Colum- bus Avenue on New York City's Upper West Side, and a warm aroma of French-roast coffee rises from a shop, while, down the street, the scent of spicy pork snares the attention of a passerby. A bright sun drops be- hind atower of apartments and peeks through an alleyway be- fore disappearing beyond the Hudson River. Dark shadows fall. Neighbors cluster on the concrete sidewalks, enjoying the familiarity of their city block, its diverse smells and its tree-lined sidewalks. But unlike other recent immi- grants to this polyglot neighbor- Nar~her 30 (~o~emner- Decere~pr 1581 ythen chosen wisely and cared ter regularly, trees can soften me often harsh facades of our Cities and towns. (fiiSfiA) ' ,,,,. v. National Trust for Historic Preservation • • hood, the street trees have nut dune well. "Chc,r gn,,,'th t, stunted. Their form, :,rc dwartcd. They strug~;lc, and dn• young. Since 1953, a group of pl;utt sciennsts from Cornell Unncr- sity has studied the lutdcns and ash trees growing aloof; Colunl- hus Avcnuc between ~Uth and 71 st streets to learn w•hv they du so poorly. The research reflects new concern for trees in ct: ies, a concern that received official recognition in 1983 with, the for- mation of anInternational Com- mission on Urban Horticulture. Trees have an extraordinary power to soften the harsh edges fc„ur of huruculnu.tl phvsn,l- o}~v and proi~r.un Icadrr of the Urh.ui Hurnculturr In,ututr at Cann II llnnrr,ttc "titrrrt trrc,. unhkr thou of tite world , great y;ardcns, attcct :,ll, rcl;.,rcilr,; nt cla,s," says lia„ul:. ' :tin utiter arcs ut hunr- cultun• h.t, titc putcnnal tur at- trctuiesuch :, lara;r,i;n,up of pcu- plc and tur hnn}tui>; hraun• and phvstc.tl conttort- 1•ct," she la- ment., "street trees arc a much abused and sadly neglected lot." Bassuk's Hutton that street trees tnhah,t a un,yue envtron- ment and tilcrctorr demand spe- cial attcnuon is a new approach. Most horticultural research has been designed to answer yucs tions conccming plants in 1,~rccn- houses, nurseries, orchard> ur farms. Increased yield, not thr basics of survival, has been thr the object of most studies. The fcw• that took place in urban sct- _ rings were often carried out to s°• ~ ' . a- •=+ - ~~ tit arks such as the New York .~~~'t~ \\;,~ ~1-_ Botanical Garden, Manhattan's Selecting a species iGPPanrlale 1n 8 retrien~ climate is essential for heafrhy street Gees. (Bob ihsll) e _ ,~.~ •' .aaie? , ,.-. ~~ - -~ -• -• • ~~ -. ~ ~ ~r .,~ . ;~.y . ~~ . ~ ,` of city landscapes. The scien- tistsworking on Columbus Ave- nue, like their counterparts in Boston, Seattle and other major cities, know that some species thrive in urban settings. Clus- ters of Ailanthus, the tree of heaven, sprout from alleyways with no obvious source of soil, sun or water. But ailanthus is an exception. Most species grow poorly, if at all, and little is known about why they do so poorly. Pollution is often blamed, but there is no proof it is a prime culprit. Thus one diffi- culty t"orurban horticulturists is idcnntytng the problems that plague cit}• trees. A second is t,nd,ng rrmcdics for them. T he head of the research group on (.:ulumhus Avcnuc is Dr. tiina lias,uk, an associate pro- . .. ... • t ..,., .~.,n~~~,.,i i entra Par or San Francesco s Golden Gate Park. These parks enjoy the status of managed for- ests, and their plants have little in common with the rough life on Columbus Avenue. Bassuk and her colleagues have built anopen-air laboratory that includes instruments for measuring the passage of water in and out of leaves, a portable weather station for measuring the microclimate around each street tree, and other scientific paraphernalia that they pack into a crowded station wagon and bring to Columbus Avcnuc. For two days each month, from the first blooms of May to leaf drop in October, the urban hor- ticulturists study the lindens and ash trees on Columbus around the clock. They study temperature and light fluctua- tions; they study water loss; they look at the soil composi- tion of the tree pits. They also evaluate the various indignities heaped on street trees, from dog wastes to the sanitation Truck that mounted the curb and bul- lied one tree into a horizontal position. With just a few years of re- search behind them, Bassuk and her colleagues have concluded rust inr f 1„t„nc Pr~scrvanun that the street cnvrronmcnt rs even nu,rc challent;tng than any- one had guessed. They have found that the climate along Co- lumbus Avcnuc during the sum- mer months is more like that of Tucson and Phoenix than the moist, cool forests the trees come from. On many streets drought is a particularly severe threat. Although there may be ample rainfall at ground level, various conditions prevent water from reaching the root zones. The soil is likely to be compacted and thin. Bedrock along Columbus Avcnuc may he only mchrs below the tree. Elec- tncal and trlephunc cables, basements, subways, sldc,+'alks and setters all constrain the nn,t hall. T hr tree s ~ ,t I~n,t tdc, httlc su,race cat~ac,t~ .~~r .tta,lahlc t,•atcr. 1:7 ad.i,u,~n ctr ,einc silts and duff; unnr suck w•.itrr out ut touts, nuthcr parciung thr tree. UnUSUaI te•nl pe'r:1tU1C ti[re•1SC~ also cause plants n, lux• tvatcr. On a recent summer day, w•hrn the city's official h,y_h trmt~rr.t tore was 8G dc,errrs f ahn•niu•i: and the relative humiditt~ wa, -1 percent, at tmc lct•cl on Colon, bus and 71st Street thr te•ntpcr.i tore was lOH dcgnes I-ahrenhe,t and the mlativc humidity 12 prr cent. Asphalt and a,ncretc snuc heat, and glossy windrn,' front. and signs reflect it, thus huildm~.; an extraordinary heat nservuu on the street. The hottest sur- faces on Columbus Avcnuc wcrr car tops, with temperatures reaching 130 degrees Fahrcn- heit, and these arc only inches below the trees' canopies. Thr canyonlfke structures that make up the typecal city neigh- borhood encourage brisk winds around trees, further incrcasin,g water loss from leaves. Although drought is the Wins[ serious threat to street trees, it is not the only one. In addition to water, plants require nutrients, light, appropriate temperatures. oxygen and carbon dioxide. When any one is limited, plants suffer. Skyscrapers severcl}• limit the availability of light, which is needed for photosynthesis and growth. It is not unusual for a tree on the east side of Colum- busAvcnuc, which runs roughly from north to south, to be in deep shade until midday, when it receives a short burst of bright sunlight before the sun suddenly disappears behind buildings to e west. Artificial light at night ay also retard dormancy in the fall and throw off a plant's bio- logical clock. Soil and air quality are also problems. Urban soils are poor in organic matter, rich in debris, highly alkaline and often so compacted that they are imper- vious to water or oxygen. Car- bon dioxide, although ubiq- uitous in the city atmosphere, can be unavailable to plants be- cause pollutants such as sulfur dioxide and ozone damage the leaves' apparatus for processing COZ. This limits photosynthe- sis and stunts growth. t Tames a special find of Tree ~~~ The Columbus Avenue re- search, coupled with obser- vations made by others, shows that a special mix of char- acteristics is needed for a tree to survive city life. The ideal spec- en should be capable of grow- in asmall volume of dry, compacted, infertile soil full of rocks and urban detritus. The roots must aggressively seek out water in remote pockets yet not lift up sidewalks. The tree should thrive despite alternate waterlogging and drought, dry winds and harsh reflected light. It must shrug off dust, smoke, soot and other pollutants and be resistant to vandalism caused by man and beast; especially dogs. It should resist both diseases and injuries. Aesthetic matters such as a tree's color, form, fruit or flower should only be considered once its basic biological needs are met. What is the value of a fra- grant, flowering beauty if it dies? Too often, aesthetics has taken priority over durability. Street trees have been selected for their dense, upright, lollipop-shaped crowns, lack of fruit and small leaves that drop all at once, mak- cleanup easier for a city's ~itation crews. These are lop- sided priorities. The history of the Columbus Avenue spec- imens offers a typical sad tale. The littleleaf lindens and the "Marshall's Seedless" ash trees were chosen from a standard list of approved street trees by a sub- contractor to the city who was not responsible for the ongoing care of the plants. The main cri- terion used in putting together the list-which included trees such as the London plane, the Bradford Gallery pear, syca- mores, Norway maples and pin and red oaks-was how the trees looked, not how well they adapt- ed to urban stresses.-The spec- imens were trucked into Man- hattan from a distant nursery that probably enjoyed a moist, humid climate. The trees were forced to deal with conditions different in every respect from those in which they grew, with- out any special preparation to acclimate the plants to their new environment. They were planted as individual trees, de- priving them of the benefit of mutual shade that they once en- _ ~- §~' For trees to survive tdey must get water, nutrients and room ror the roots to prow-a far Cry from the cramped, dry and scorching conditions with wdic6 most cordside trees must cape. (Clark 8cdoettfe) To protect tree roots use metal grates, Cricks set in sand or tlewering annuals planted at the base of the tree: (C. fisher) joyed; their bark and the under- sides of their leaves were ex- posed to reflected heat from cars and pavement, in sharp contrast to the cool air of the forest floor; and they were planted in claus- trophobic street pits that were ill-prepared for their arrival. With little more than a final squirt of water, the three- to four-year-old lindens and ashes were left to fend for themselves in a hostile environment. The first step toward healthier street trees is to select appropri- ate species. "The stresses expe- rienced by street trees are ex- traordinary, but probably no more severe than those suffered by the hardier specimens of the plant kingdom," Bassuk says. If heather and broom thrive on the wind-whipped, ill-drained, acid soils of heath barrens, if car- nivorous plants enjoy nutrient- poor bogs, and if fragile-looking but sturdy alpine plants prosper in the frigid and blustery north- ern altitudes, then species can be found that thrive on city streets, reasons Bassuk. "We're just looking in the wrong places," she says. Bassuk and her colleagues have suggested that such spec- imens may be found in habitats that in some ways resemble the city environment. Some coastal areas, the northern Rockies, the Black Hills and the Great Plains, all of which often have hot, dry summers and severe winters, may shelter specimens that could thrive in cities. But per- haps because those few centers that give studies of urban horti- Nauonal 11a~n Street Center, National Tru culture special attention-such as the University of Washington, Cornell University and the Ar- nold Arboretum, in Boston-are close to the sea, trees that do well in the dry, nutritionally poor and salt-laden soils of the seaside are receiving more notice. Gary Koller, managing hor- ticulturist at Harvard Univer- sity's Arnold Arboretum, says the Sawara cypress (Chamaecy- paris pisiferoj, a particularly hardy evergreen, and southern bush honeysuckle (Diervilla sessilifolia~, which tolerates wind, ocean spray (not unlike the salt spray endured by city plantsj, and poor soils, are worth testing. William Flemer III, of Prince- ton Nurseries, in New Jersey, which supplies many saplings to major cities, has gone farther afield for this recommenda- tions. He says that while the well-known Japanese maple (Acer palmatum) often fares poorly in cities, one of its rela- tives, the Amur maple (Acergin- nala~, can thrive there. "Not sur- prisingly, the Amur maple comes from the harsh climate of the Amur River valley of China, which is bitter cold in winter and hot and dry in the summer," says Flemer. He also says that the cornelian cherry (Corms mash, which is found in the high, dry latitudes of the Russian Steppes, may be good for cities. The New York City Parks De- partment has been testing new species at the city's Riker's Is- land nursery with the hope that some may be added to New York's list of approved city trees. Those being evaluated include hedge maple (Acer compestre~, European hornbeam (Corpinus betulus "Fastigiate"~, and the hop hornbeam (Ostrya virgini- anaj, among others. Bassuk herself is comparing the well-liked but fragile flower- ing dogwood (Corms florida) to two less popular but more re- silient species, C. kousa and C. racemosa. Corms florida is very sensitive to water shortages and does well only in moist situa- tions. Corms kousa on the other hand, naturally conserves st for Historic Preservation water and resists moderate drought, and C. racemosa can cope with water shortages even after having endured a period of drought. This stress hardens the plant in some unknown way. Bassuk and her students at Cornell have conducted an ex- periment with ailanthus trees that offers another clue as to which trees will do well in urban settings. Several years ago they planted seeds of sweet gum, Norway maple and an ailanthus in a vacant city lot on 89th Street between Columbus and Amsterdam. After two years, the trees were dug up and stud- ied. The ailanthus distinguished itself by having an aggressive lateral root system. Its long, thick, snakelike roots were in sharp contrast to the fragile, lacy systems of the two other spe- cies. Armed with strong roots, the ailanthus can battle the city's dense earth and pursue water in remote soils. ,=~ ~ eai't~~ ~~ees ~eq~ire i `~`~ Com~~t~e~t `.l '' ~ ,~ If choosing the best ,? ,: Lfy' ~?,+ trees for city streets is ,1 .v ~ the first hurdle for urban horticulturists, deciding how to grow them is the second. Con- sider the way trees are set into city streets: Rather than spacing them singly, 20 to 30 feet apart, as is often done, Bassuk favors clustering trees together. Such groupings have increased access to water and benefit from larger growing pits and mutual shad- ing, which reduces water loss. Another planting technique is to set trees in a continuous strip of soil, about three feet wide, that extends the length of the side- walk. This strategy, once com- mon, has been abandoned in the more heavily trafficked areas but can be brought back. New planting schemes must also take special precautions to guard roots. Mulch offers enough protection for trees set in private gardens and in raised planters, but not enough on the streets of major cities. In heavily trafficked areas, metal tree grates are necessary. These pre- vent soil compaction and allow ramv,•ater td' reach the root without restricting pedestria traffic. Cobblestones or brick set in sand (not concrete[ als ~fer good protection for tree ots along quieter streets while allowing moisture to pass through. Where the space is not needed for foot traffic, an ever- green groundcoversuch asivy or flowering annuals planted at the base of the tree can spare the roots. Pedestrians are more re- luctant to trample plants than roots. Trunk guards are usually nec- essary as buffers against humans and their domestic animals. The tall, metal guards that rise up three to four feet along the trunk prevent injuries caused by van- dals and wayward cars and trucks. Short, metal models, often looped in design, encour- age dogs to take t}r_eir business elsewhere. Tree pits must also have ade- quate drainage. Although drought is the most common problem in New York City, the runner-up is waterlogging of roots in the spring and subse- nt root rot. Bassuk recom- nds that new pits be hooked into the sewer system as is done in many European cities. Finally, the soil in the tree pit must be of good quality. Too often it is a mixture of rubble and refuse, and extremely low in organic matter. Urban horticulturists all over the country agree on one thing: street trees once planted are sel- dom adequately maintained. New plantings are announced with great fanfare and then left to fend-for themselves. If trees are to survive they need mainte- nance, and maintenance costs money. But most cities neglect this fact. They continue to fund new plantings while failing to meet their obligations to the old ones. A shining exception to this grim rule is Milwaukee, Wisc., which has repeatedly been named "Tree City, U.S.A." by the National Arbor Day Founda- r n. City Forester Robert ~ra, who is both afirst-rate horticulturist and politician, in- siststhat aninvestment inevery s new tree be coupled with a plan n for its long-term care. His policy s is that funds for maintenance o are sacrosanct. Skiera says that if need be, "the part of the [urban forest) program that should always be cut first is the planting program, because it is more necessary to take care of the city's invest- ment in trees that are in the ground than it is to add to future programs by planting more trees. "This is generally a very un- popular presentation to policy- makers," he adds. "Planting is popular, and things like pruning and tree removal are generally not." But Skiera has persevered. "We look upon trees as an inte- gral part of the street design, not as an expendable add-on, as is often done elsewhere," he says. "Every one of the city's 321,000 shade and ornamental trees on the streets and boulevards has a care plan and is pruned on a three- to seven-year schedule. We believe that if a tree gains in value, the adjacent property gains, too. Therefore we have put together a plan that meets the trees' needs and allows them to live and prosper." In Milwau- kee new trees are staked, mulched, fertilized and peri- odically watered. Skies says his success is at- tributable to the fact that, as the city's forester, he is a bureau chief, reporting to the commis- sioner of public works with the same clout as other bureau chiefs who are responsible for municipal engineering and sani- tation, for example. This type of political organization also al- lows Skiera the advantage of having the same group of city personnel for budgeting both the planting and the long-term care of Milwaukee's street trees. "In Chicago the city forester reports to the sanitation commission," adds Skiera. "That tells you where their priorities are." Until municipalities recog- nize that trees are living things, requiring more care than a park bench, trees can be saved only through the efforts of individu- als who assume the responsibil- ity that local governments have failed to take on. There are signs that the local citizenry can do this. In New York City various community organizations have put together plans for maintain- ing their neighborhood trees and have received permission from the parks department to carry them out. In Dallas independent contractors were hired to care for street plantings when the lo- cal govemmentdidn't. InBoston the residents of Beacon Hill. promised to provide long-term i` t~, .. >: - care for their neighborhood's new trees after the Boston Parks Department and the Beacon Hill Civic Association arranged for the plantings. Even well-meaning efforts, however, can sometimes do more harm than good. One Co- lumbus Avenue shopkeeper, concerned about impending drought, dumped mop water on the tree outside his shop, hoping to save it. That tree, parched by the bleach-laden solution, died, while the adjacent, untreated specimens survived. Today's urban horticulturists must develop educational pro- grams that instruct the general public on the care of street trees. Only when a basic understand- ing ofplants is coupled with the commitment to maintain them will healthy trees become a per- manent part of city life. Anne Simon Moffat is a free- lance writer. She reported on "The Acid Rain Problem" in the October 1982 issue of Horticul- ture. Street trees need regular care and maintenance it they are to grow antl provide shade and beauty. U • 6 ,. ~ .~~ r !~ ~h 4 ~- ~~ . , _ f ~'`` _ . ~=~ ,:r~~::a¢s ~~;, -~'~:'" - - :: S.: T- If the existing paint is in good an alternative method. P~~~t-P~~t ~~ condition, it should be washed Most chemical cleaners man- ~t~~~~~i ~~~~Q~~~ with water and a nonionic soap ufactured to remove paint from 6~ or detergent then rinsed tom- masonry are water-based These Typical masonry used for the ex- teriors of downtown buildings include brick, stone, concrete block, plaster (stucco) and terra- cotta. Exterior brick manufactured since the 1880s is generally well-fired, producing a water- proof exterior coat that will pro- tect the material from water penetration. Usually the brick was not painted, nor should it be. Painting well-fired brick will seal moisture into the wall, po- tentially causing interior wall surfaces to fail and always re- sulting in the need for repainting. Older brick or brick intended for interior use (sometimes found when side walls of build- ings are exposed) is usually painted to protect its surface, which is softer and more porous than modern exterior brick. Thus, it is best to repaint old or very soft brick instead of strip- ping it to expose the surface. Most stone masonry used for the exteriors of commercial buildings is of high quality. The type of stone is usually chosen for its surface characteristics- color and veining-which were meant to be seen. Consequently, almost all stone is left un- painted. Except in unusual cir- cumstances (to be discussed la- ter in this series), it is best not to paint stone. Concrete block and plaster (stucco) are almost always painted to impart a protective coating to the surface, which is porous. Two exceptions are glazed concrete block and terra- cotta, aglazed, fired clay, neither of which requires painting. .~~ _ ., urface Preparation As with wood, the most important aspect of k~ painting masonry is to prepare the surface properly. This is particularly im- portant when repainting brick, concrete block or stucco to en- sure proper adhesion of the new paint. pletely with clean water. Heavy grime and surface algae may re- quire vigorous scrubbing with a stiff-bristled brush. After it is cleaned, the old paint should be scoured with a heavy sandpaper, washed again with water, then allowed to dry completely be- fore repainting. When paint is seriously de- cayed or is very thick from the application of successive layers, all paint should be removed. Use a metal scraper for small areas and water or chemical cleaning for vast surfaces. Water cleaning methods can include low pressure wash, me- dium to high pressure wash (sometimes with a nonionic de- tergent additive) and steam. Fre- quently, it is necessary to scrub the surface with astiff-bristled brush as well. If water cleaning is used, start with low pressure (20-50 psi) for an extended peri- od of time (up to 10 minutes). If the paint does not come off, gradually increase the pressure to,100 psi (high). If high pressure does not remove the paint, use cleaners use a wide variety of chemicals, however, some of which may react with the com- position of the masonry, causing deterioration of the surface as well as removal of the paint. For example, the hydrochloric acid used in some chemical cleaners can damage old brick. Thus, make sure that the cleaner you choose is appropriate for the ma- sonry on your building. In no case should sand orgrit blasting be used to remove old paint from masonry walls. ppiication :~ After the surface has => been properly prepared, ~:z it should be examined - ~'-° for defects. Bricks that are cracked or eroded should be repaired with mortar (if cracked) or replaced (if eroded). Concrete blocks that are chipped, particu- larly the hollow-core blocks used for rear and side walls, should be replaced. Stucco that has come loose or fallen off the wall should be replaced. Make Paint Types for- Exterior Masonry Surfaces Note: For brick, stucco and concrete block, "washability "of paint is usually not important. Many masonry paints are formulated to chalk, or gradually become self-cleaning. Type ~ .. Characteristics • . , .. _ . . Polyvinyl ,, • _ "Excellent alkali resistance .., „ ;:;:..;.:,„~. acetate . ~. Good durability :. ,; ;;; ,~ :....,;- ,.~~;-,~..: ,, .; . ;; , .. ", - ~ Fair color retention . ... "•,_,•~<;*.~;;;, •:•,. i::-=- •• ~ - Takes a moderate time to dry .~ ~; ~ ;:: -~= ::~. ~.. Acrylic ~ ~ Excellent durability ~` •:.., :~ ' : " ~ ~ ." Excellent alkali resistance _ . • - -~ `` Excellent color retention Fast drying -~ • ~ • • Styrene- , ~;:~; ~. ,Excellent alkali resistance ', butadiene - , ..Good durability ".,; .. _ :•: : - .., . _•,, ., , "; .... ,;: . .. - - Fair color retention ..... ~ ". _ _ .. Takes a moderate time to dry CementV~s•= ~ Excellent alkali resistance Good durability .. :.. " , . "- - Takes a moderate time to dry • -•- - -Suitable for coarse or rough surfaces only - National Main Street Ccnrer, National Trust for Historic Preservation sure that new material matches the i;riginal ~n texture, profile, density and chemical composi- tion as closely as possible. Paint can be applied to mason- bybrush, roller or mechanical sprayer. The latter is usually the preferred method as it forces an even layer of paint onto the ma- sonry surface, filling the pores without undue paint buildup. In applying paint, take care to mask the surrounding surfaces. d6tionHl gHad@ng Old House Journal "The Case Against Removing Paint from Brick Masonry," Vo1.3, no.2 (Feb. 1975 ~ "Removing Stains from Ma- sonry," Vo1.5, no.5 jFeb. 1977 U.S. Department of the Inte- rior, National Park Service, Preservation Biiefs. Wash- ington, D.C.: Government Printing Office: #1 The Cleaning and Wa- terproof Coating of Mason- ry Buildings, Robert C. Mack, A.I.A., 1975. #2 Repointing Mortar Joints in Historic Brick Buildings, Robert C. Mack, A.I.A., 1977. #6 Dangers of Abrasive Cleaning to Historic Build- ings, Anne E. Grimmer, 1979. RSSQa;E~~l~~l~ National Paint and Coatings As- sociation, Inc., 1500 Rhode Is- land Avenue, N.W., Washington, D. C. 20005. (202j 462-6272. Brick Institute of America, 11490 Commerce Park Drive, Reston, Va. 22091. (703) 620- 0010. By Richard Wagner, Urban Pro- gram Manager, NMSC. Mr. Wagner is a registered architect. • 0 ~e~ Too! to Promote Historic Preser~tion Historic Preservation in Ameri- can Communities, a 30-page booklet recently published by the National Trust, documents the contributions of historic preservation to American towns and cities. The result of a year- long project that surveyed pres- ervationists throughout the na- tion, this booklet also includes an appendix which analyzes the survey responses. The booklet is a valuable tool that individuals and organiza- tions can use to advocate histor- ic preservation to their mayors, city councils, legislators and board members. The booklet costs $5, which includes postage and handling. Discounts are available for bulk orders. To order, write to Preser- vation Forum, 1785 Massachu- settsAvenue, N.W., Washington, D.C. 20036. ~Qt9 A~~ards Pro~raro for Historic Preser~a~ion Projects Outstanding historic preserva- tion projects completed during the past 10 years are eligible for a new awards program jointly sponsored by the White House, the Advisory Council on Histor- ic Preservation and the U.S. De- partment of the Interior. The program, designed to honor 20 years of achievement under the National Historic Preservation Act of 1966, offers two separate categories of recog- nition: President's Historic Preserva- tion Awards. These awards will honor privately funded preserva- tion projects. Examples of eligi- ble activities include the pio- neering use of historic property for commercial or residential purposes by entrepreneurs; and community programs developed by private individuals, citizen groups or historical groups to identify, preserve or interpret historic properties. These awards will be presented by the president. National Historic Preserva- tion Awards. These awards will recognize excellence in federally assisted preservation. Eligible activities include federal or fed- erally assisted state or local pro- grams that encourage or require the preservation of historic• properties. The awards will be presented by the chairman of the Advisory Council on Historic Preservation and the Secretary of the Interior. In all cases, the project or pro- gram submitted for considera- tion must have resulted in the preservation of one or more his- toric properties listed in or eligi- ble for the National Register. Entries must be submitted by February 19, 1988. For complete information and entry forms, write: Awards, Office of the Ex- ~~, ~I~~6~~~~ Main Street News is published by the National ,'vlain Street Net- work, a membership program of the National Main Street Center, National Trust for Historic Pres- ervation, 1785 Massachusetts Av- enue, N.W., Washington, D.C. 20036 X202) 673-4219. J. Jackson ~ti~alter, President, Na- tional Trust for Historic Preser- vation Sally Oldham, Vice President of Programs and Services Scott Gerloff, Director, National Main Street Center . Linda Glissoi,. Editor Suzanne Dane, Associate Editor The National Trust is the only national, private nonprofit orga- nization chartered by Congress to encourage public participa- tion in the preservation of sites, buildings and objects significant in American history and culture. Support for the Nation- al Trust is provided by member- ship dues, endowment funds, contributions and matching grants from federal agencies, in- cluding the U.S. Department of the Interior, National Park Ser- vice, under provisions of the Na- tional Historic Preservation Act of 1966. The opinions expressed in this publication do not neces- sarily reflect the views or poli- ces of the Interior Department. ~ M r1 U The Ban6stand, Hampton Beach, N.H. ;~..Y~~ The Oberlin ~oo~ of ~andstantls Towns seeking to bring back some of the community values once epitomized by Saturday af- ternoon concerts in the park have sparked a resurgence in bandstand restoration and con- struction. The Oberlin Book of Bandstands, recently published by the Preservation Press, exam- ines the evolution, demise and renaissance of the bandstand through historical essays and documentation of a special ar- chitectural competition. Using a design competition supported by the National En- dowment for the Arts, Oberlin College in Ohio, noted world- wide for its conservatory of mu- sic, reviewed some 160 band- stand plans and selected a win- ning design that was recently constructed on campus. The book chronicles the competi- tion process and displays SO of the extraordinary plans it gener- ated. With its many illustrations and designs, the book also serves as a pattern guide to help towns involved in Main Street pro- grams build bandstands of their own. The Oberlin Book of Band- stands, edited by S. Frederick Starr, can be ordered from the National Trust, Mail Order Di- vision, 1600 H Street, N.W., Washington, D.C. 20006. The cost is $14.95, plus $3 for ship- ping and handling. National Main Street Center National Trust for Historic Preservation 1785 Massachusetts Avenue, N.W. Washington, D.C. 20036 ?12`3934 5 :_:,:t_T(':;" _N'==IT~~~E F~.~ScGV~TICiV C CTY~; ~C~TV:~L~C:4ti~=t\U~ ;~ T " S j-: _ 1._ `,- ~--=~.., ink: - ._,;0'37 ~ - '~ ~ .. - ~• ecutive Director, Advisory ing, 1100 Pennsylvania Avenue, Council on Historic Preserva- N.W., Suite 809, Washington, tion, The Old Post Office Build• D.C. 20004. STA_T~ l~F CALIFORNIA-STATE AND CONSUMER SERVICES AGENCY GEORGE DEUKMEJIAN, Governor .`DEPARTMENT OF GENERAL SERVICES . State Historical Building -Code Board ~ .,;~'~~ 1500 5th Street, Sacramento, CA 95814 '; !i6)445-7627 August 1, 1985 T0: All Building Enforcement Agencies and Authorities in California FROM: Raymond Girvigian, FAIA Chairman, State Historical Building Code Board (SHBCB) RE: Statutory Changes of the State.Historical Building Code (SHBC) and -its Regulatory Board~(SHBCB) On behalf of the SHBCB, which administers the SHBC, I am writing to notify all local and State building officials in California of an important new state law changing the status of this Board and the upgraded SHBC that governs all officially designated historic landmarks in California. Effective July 1, 1985, a new statute, SB 2321, Marks, (signed on September 20, • 1984 by Governor Deukmejian) pre-empts all existing building codes applicable to historic structures and their sites. Chapter 1314 of the 1984 State statutes changes sections 18954 - 18961 of the Health and Safety Code ("State Historic Building Code") from its former permissive, alternative set of. regulations, (which has been available since 1976) to a binding set of regulations governing all local and State historic structures. This statute also changes the powers and duties of the Board administering and promulgating the SHBC regulations from an advisory body to a governing review and appellate body. Henceforth, this Board is authorized to not only adopt SHBC regulations and consult with and advise all State and local building enforcement agencies on SHBC regulations, but will also act as the State's ultimate review and appeals board for questions 'and issues arising from the application of this code by all local and State building authorities in California. When local and State building officials or persons affected by them desire interpretations of the SHBC regulations, or when code problems are encountered during plan review of historical buildings by these authorities, such issues may be appealed to the SHBC Board in the Office of the State Architect for final resolution. The review cases that the Board may accept will be evaluated and publicly heard following normal State appellate procedures. Board decisions with relevant commentary will be published for the benefit and guidance of the involved applicants and otherinterested parties. • ~,. Page Two. • Statutory Changes of the State Historical Building Code and its Regulatory Board It should be noted that the upgraded code applies to all "qualified" historical structures, or collection of structures, and their sites in California. Such qualified structures and sites are those that have been designated by any government agency or authority in California including all cities, counties, state agencies, and those-designated under official federal programs. Such, qualified landmarks also include those on official city or county inventories of historical or architecturally significant sites, places or landmarks. e types of applicable code cases may include those of repairs, alterations and additions necessary for the preservation, restoration, rehabilitation, reconstruction, relocation, or continued use of a historical building or structure. It should also be clarified that this code now pre-empts all other existing (i.e. prevailing) building codes in California, whether local or state, with not exceptions, insofar as historical landmarks are concerned. For further questions on the Code, please call or write Mr. C. Cullimore, AIA, Executive Director, Office of the State Architect, 1500 Fifth Street, Sacramento, CA 95814. Phone Number: (916)445-7627. In closing, it should be mentioned that the Legislative intent of these . statutory amendments to this Code is to advance the conservation of California's dwindling architectural and structural heritage balanced with the reasonably equivalent protection of the public's safety. All aspects of building code enforcement are still included, from seismic design and fire and life safety to handicapped access and environmental preservation of qualified historical sites, for the benefit of all Californians. On behalf of the 18-member SHBC Board, I welcome all of our State's building officials to join with us in this revitalized, cooperative program to further the preservation of California's unique, architectural heritage. ~Z~!~ Raymon G~rvigian, FAIA Board Chairman, State Historical Building Code, Office of the State Architect cc: SHBC Board, CALBO, State Historic Resources Commission, • ~ . • California- State Historical Building Code :. _ - . .. ~ ,~t~:. t ~ .~~• ~ •.J .s •/~1 1 ~. r -r.~ !~~ Infenf- The intent of the State Historic Building Cade (SHBC) is to save California's architectural heritage by recognizing the unique construction problems inherent in historic buildings and offering an alternative code to deal with these problems. The SHBC provides alternative building regulations for the rehabil- itation, preservation, restoration or relocation of structures designated as historic buildings. SHBC regulations are intended to facilitate restoration or accomodate change of occupancy so as to preserve a historic structure's original or restored architectural elements and features. While the code provides for occupant safety, it also encourages energy conservation provides a cost-effective approach to preservation, and facilitates handicapped access. Background - In 1975,. the State of California adoptefJ into law Senate Bill 927. which created the authority for the SHBC and for an advisory board to prepare regulations to implement the code. The SHBC is unique among state regulations. The authority of this document required that state agencies responsible for building con- struction regulations work in harmony with representives of other design and construction disciplines. After years of careful deliberation, the comprehensive SHBC regulations were adopted in August and October, 1979. Relationship To ~ ~, Other. Codes - There are four model performance codes generally utilized In the United States. The Uniform Building Code (UBC), pub- lished by the International Conference of Building Officials, is utilized by most California jurisdictions. [n 1975 and 1978 the UBC was-amended to include a new provision relating to historic struc- tures. 1979 UBC Section ]04(f) encourages code enforcement officials to consider retaining historic and architectural integrity while providing for an accept- able level of life safety. The SHBC goes beyond U8C Section 104(f) to provide a specific and comprehensive set of alternative regulations. local juris- dictions generally utilize a combination of state law. state regulations, and the UBC for enforcement purposes. Since Senate Bill 2321 in 1984, local enforcing authorities, such as building officials and fire enforcement officers. are to use the SHBC. with the existing code, when dealing with historic structures. Under the SHBC many judgement alternatives and specific alternatives may be allowed. SHBC Defined - The SHBC is Part 8 of Title 24 (State Building Standards Code). Title 24 contains alt state agency regulations relating to building construction. The SIIBC may be obtained as an excerpt from Title 24 bs a single document. State law requires that all jurisdictions have a copy of Title 24. Sections of the SHBC deal with, space and occupancy. struc- tural, mechanical, plumbing, and elec- trical, fire protection, handicapped access, and many other sub-topics. • • • . How To Use SHBC The SHBC applies only to qualified historic structures. To be qualified as historical, designation must come from federal. state or local authority and includes structures listed on the following: National Register of Historic Places California Registered State Historic Landmarks Points of Historic Interest City or County inventories of historic or architecturally significant sites, landmarks or districts. SHBC alternative regulations are now mandatory. Local California jurisdictions are not required by the State to adopt a local ordinance in order to utilize the SHBC. Local building departments or other appropriate regulatory agencies must review the applications for use of SHBC regulations on a case-by-case and item-by-item basis. The Historical Building Code Board The SHBC enabling legislation has established the SIIBC Board in the Office of the State Architect. The Board. composed of representatives of building design professions, state agencies and local governments, is authorized to act as a consultant on the SHBC to state and local agencies. Now that the SHBC has been written, the Board's most important duties are the power to advise, consult with state and local agencies on matters of administration and enforcement of the code and hear appeals. Regulatory agencies may consult the Board for advice and counsel for specific problem cases. The Board is now functioning in this capacity and has responded to many .jurisdictions throughout the state with reviews of specific issues. Individual property owners may appeal directly to the Board under certain conditions, however they must first exhaust the local appeals process and then they should work with local officials who in turn can arrange for appeals or requests for advice from the Board concerning specific code compliance problems. Fees will be collected to pay for state costs. Examples Of SHBC Use San Diego utilizes tt~e SHBC within the Gas Lamp Historic District, as does the City of Sacramento in its historical areas. In the future - since July 1, 1985, all cities and counties are required to use the SHBC when considering historical buildings. Plans for many California projects have utilized the SHBC: conversion of the Gibson House in ' Woodland, Yolo County, to a county historical museum; adaptive use of the King's County Courthouse in Hanford to restaurants and shops; and restoration of the Don Fernando Pacheco Adobe by the City of Concord. General application of the SHBC has assisted Eureka's Old Town :revitalizati.on efforts as well as ;rehabilitation in the cities of Morgan Hill and Gilroy. State and federal officials have utilized the SHBC. Federal officals, encouraged by the government 'to utilize applicable local codes, have ~1 consulted with the SHBC Board and have utilized the SHBC intent for construction at Camp Pendleton and Port Hueneme. The California Department of Parks and Recreation used the SHBC for restoration of the Neary Adobe in Santa Cruz, for selected structures at fort Ross in Sonoma County, and in Old Sacramento. Additionally, the SHBC Advisory Board has issued recommendations to assist in analyzing the applicability of the SHBC to restoration of the Old Packard Library in Marysville, and the Orange County. Courthouse in Santa Ana. Aspects of the SHBC have Deen utilized in other states and countries including New Zealand, Washington, Oregon, Nevada, West Virginia, Arizona, Illinois, and the list of local city and county jurisdictions that have utilized the SHBC in California is almost endless. Additional Information Copies of the SHBC may be obtained from: State Historical Building Code c/o Office of the State Architect 1500 - 5th Street Sacramento, CA 95814 By enclosing a check to the State Historical Building Code Board fo For more information contact C. Cul l amore, AIA Executive Director (916) 445-7627 , Revised 9/4/85 _ - _ ••-:. 'M r..:. ~ . ~ , CITY OF SARATnGA 13777 FRUITVALE AVENUE SARATOGA, CA 95070 CITY COiJNCIL Meets 1st & 3rd Wednesdays, 7:00 p.m., Council Chambers KARFN P. AI~IDFRSON, VICE MAYS 19887 Sea Gull Way Saratoga,CA 95070 Home: 725-8015 MARTHA CIEVENGF1t 19337 Titus Ct. Saratoga, .CA 95070 Home: 257-7544 JOYCE HLAVA 20137 Guava Ct. Saratoga CA 95070 Home: 9~6-0264 Bus: 973-9533 DAVID P. rDYLES 14652 ~~B Big Basin Way Saratoga, CA 95070 867-6529 s:~ 298-5678 DON PERSON, MAYOR 20602 Sevilla Lane Saratoga, CA 95070 Home: 741-5688 Bus: (415) 783-7200 408 867-3438 City Offices 408 867-4600 Building Department CITY DEPAR'II~TIS CITY NfANAGIIt/CITY GZ~tK HARRY R. PEACOCK, City'Manager, ext. 13 BETSY CORY, Deputy City Clerk, ext. 14 CAROLYN KING, Achnin. Assistant, ext. 12 (6/90) CENTRAL RECEP'1ZO~i (general information, business licenses, transit tickets) ENGIl~tING (6/88) (permits, inspections, engineering) RbBERT S. SHOaK, City En sneer, ext. 41 STEVE HARPER, Chief Building Inspector, ext. 26 (zoning, land use, housing) (6/88) YUCHUEK HSIA, Director, ext. 31 (7~MlNITY SERVICES (Community Service Officers, law enforcement contract, cable television & garbage franchise) TODD W. ARGOW, Director, ext. 18 (6/90) RE(~.tEATION Commtmity Center - 19655 Allendale Avenue (classes, senior excursions, building rentals) JOAN PISANI, Director, ext. 50 (6/90) MAIl~IIJANCE (streets, parks, buildings, storm drains, park rentals) bAN TRINIDAD, Director, ext. 42 ROY SWANSON, Parks & Bldgs. Supv., ext. 47 GARY ENRIQUEZ, Streets Supervisor, ext. 44 Service Yard/Dispatcher, ext. 45 (Expiration Date of Terms in Parenthesis) CITY ATP~t1~Y Atkinson-Farasyn HAL TOFFEE, PAUL SMITH (415) 967-6941 SARATOGA FIRE DISTRICT ERNIE KRAULE, Chief Bus: 867-9001, Emergency: 911 CFNiRAi~ FIRE DISTRICT DOUGLAS SPORLIDER, Chief Bus: 378-4010, Emergency: 911 POLICE/OOiA~1TY SHERIFF'S OFFICE WESiSIDE STATION 867-9715, Emergency: 911 ~~ PAltAi~.DIC - AMBITIANGE 911 FINANCE (accounts payable/receivable) PATRICIA Sf~RIVER, Director, ext. 36 Orii~3.t SERVICES SAN JOSE WATER CO~ANY Bus: 279-7900, Emergency: 279-7811 ODUNTY SANITATION DISTRICT NO. 4 Bus: 378-2407, Emergency: 299-2507 SANTA CIARA VATTFY WATER DISTRICT Bus: 265-2600, Emergency: 299-2507 GARBAGE COLIF.CIZON Green Valley Disposal Company, 354-2100 CABIE TRI.EVISION Hearst Cablevision, 727-3900 Billing) 727-4269 Service) RECYCLE CENIT~3t, 867-4005 SENIOR CENTTER, 867-3438, Ext. 57 Arrr:rrGm . ~ a a ~ PLANNING COMMISSION ee s nd~~anesdays, 7:00 n.m. Council Chambers Secretary: Yuchuek Hsia ANN MARIE BURGER 20045 Winter Lane Saratoga, CA 95070 Home: 867-0242 Bus: JOHN KOLSTAD 13600 Westover Drive Saratoga, CA 95070 Home: 867-7494 Bus: 354-1866 HAROLD R. CLAY 13387 Via Ranchero Dr. Saratoga, CA 95070 Home: 741-0208 Bus: 743-3277 SUSAN B. GUCH 12091 Plumas Dr. Saratoga, CA 95070 Home: 255-3809 Bus: 973-9533 JANET HARRIS, CHAIR 21083 Comer Dr. Saratoga, CA 95070 Home: 741-1159 Bus: 395-6600 RICHARD SIEGFRIED 13388 Surrey Lane Saratoga, CA 95070 Home: 867-0356 Bus: (415) 774-9151 KAREN TUCKER 13645 Riverdale Dr. Saratoga, CA 95070 Home: 867-4065 Bus: 370-5000 HERITAGE PRESERVATION COMMISSION eets st r e 300: Saratoga Community Library Staff Sunnort: Valerie Young (1/91) ELIZABETH ANSNES (4/87) 13225 Via Grande Ct. Saratoga, CA 95070 Home: 867-2551 Bus: (1/89) ROY CAMERON 20560 Komina Ave. Sarato ga, CA 95070 Home: 867-6632 Bus: (1/89) WARREN HEID, CHAIR 14630 Big Basin Way Sarato ga, CA 95070 Home: 867-4667 Bus: 867-9365 (1/88) NORMAN L. KOEPERNIK P. 0. Box 2308 Sarato ga, CA 95070 Home: 248-2199 Bus: 971-9636 (1/88) SHARON LANDSNESS 21786 Via Regina Sarato ga, CA 950x0 Home: 867-4520 Bus: (1/91) RICHAR D TYRRELL 12336 Obrad Drive Sarato ga, CA 95070 Home: 253-5154 Bus: 725-2440 (1/89) BARBAR A VOESTER 14251 Burns Way Sarato ga, CA 95070 Home: 867-2422 Bus: LIBRARY COMMISSION ee s t ~ e nes~y, 7:30 p.m. Saratoga Community Library Staff Sunnort: Carolyn King RICHARD C. DYER, SR. (2/89) 13464 Ronnie Waq Saratoga, CA 95070 Home: 867-3367 Bus: (4/87) MARY H. GANDRUD (2/89) 13310 Carrick Saratoga, CA 95070 Home: 866-1686 Bus: (4/89) MARILYN MAY KANEMURA, CHAIR 19796 Yuba Ct. (2/89) Saratoga CA 95070 ' Home: 25 1-7828 Bus: 295-8000 ext. 35 (4/88) BARRETT MOORE (2/91) 14133 Sobey Rd. Saratoga, CA 95070 Home: 867-6677 Bus: (4/90) BARBARA PEACOCK (2/91) 13505 Wendy Lane Saratoga, CA 95070 Home: 741-1723 Bus: 245-5040 (4/90) DAVID R. NEWBY (2/89) 20174 Edinburgh Dr. Saratoga, CA 95070 Home: 867-7293 Bus: 721-5654 (4/89) BARBARA WOOD (2/91) 18225 Bancroft Ave. Monte Sereno CA 95030 Home: 354-7133 Bus: PUBLIC SAFETY COMMISSION el~efs 2n~Pfonday~.m. Community Center Senior Lounge Staff Sunnort: Todd Argow PARKS & RECREATION COMMISSION ePf~s Ts on ay,~p.m.- Community Center Meeting Room Secretary: Dan Trinidad ROGER CLEMENS 12149 Kristy Lane Saratogga CA 95070 Home: 251-4666 Bus: FRAN FRANKLIN 15177 Park Dr. Saratoga, CA 95070 Home: 354-3131 Bus: LAURIE S. PAKULA 19689 Northampton Dr. Saratogga CA 95070 Home: 25~-6134 Bus: 379-3853 MARK PIERCE 19783 Braemar Dr. Saratogga CA 95070 Home: 861-6855 Bus: 298-1111 JOHN A. SAUNDERS 14570 Aloha Ave. Saratoga CA 95070 Home: 86'1-6846 Bus: 378-5231 RICHARD VALLONE, CHAIR 12388 Saratoga Creek Dr. Saratoga, CA 95070 Home: 257-0693 Bus: (415) 855-5371 TERENCE E. WARD 18770 Westview Dr. Saratoga, CA 95070 Home: 257-2821 Bus: 294-9224 (8/90) BRETT A. BORAH 19524 Northampton Dr. Sarato gga CA 95070 Home: 251-2672 Bus: 739-5300 (8/88) DOUGLA S P. CRANE 12991 Brandywine Dr. Sarato ga, CA 95070 Home: 867-5487 Bus: 436-1300 (8/88) JOSEPH P. LONG, JR. P. 0. Box 714 Sarato gga CA 95071 Home: 86~-7324 Bus: 867-3491 (1/90) FINANCE ADVISORY COMMITTEE • e1R efs as nee e City Hall Conference Room Staff Sunnort: Patricia Shriver DAVID P. de CARION, CHAIR 19199 Monte Vista Dr. (12/88) Saratoga CA 95070 Home: 3~4-1263 Bus: 255-9845 (1/90) GLEN DOUGLAS (12/89) 20570 Reid Lane Saratoga, CA 95070 Home: 867-7672 Bus: (415) 691-2425 (1/88) CHRISTIE JAMESON (12/87) 18581 Paseo Lado Saratogga CA 95070 Home: 86~-9590 Bus: (8/90) ROBERT I. MULFORD, CHAIR (1/88) PETER SMITH (12/87) , 12750 Glen Arbor Ct. Sarato CA 95070 14688 Stoneridge_Dr. ga ' Saratoga, CA 95070 Home: 74 1-5741 Home: g67-6538 Bus: 446-2966 Bus: 379-9181 (8/90) GRETCHEN A. NEWBY (1/88) ROBERT P. WEISS (12/89) 20174 Edinburgh Dr. 20342 Pierce Rd. Saratoga CA 95070 ' Saratogga CA 95070 Home: 86 1-7293 Home: 86~-1984 Bus: Bus: 554-6400 (8/88) EUGENE W. O'RORKE (1/90) 14031 Shadow Oaks Way Saratoga, CA 95070 Home: 867-9740 • Bus: (8/88) ROLLIN J. SWANSON (1/90) 12895 Woodmont Dr. Saratoga, CA 95070 Home: 741-1294 Bus: 980-4263 CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION AGENDA DATE: Wednesday, December 16, 1987 - 3:00 p.m. PLACE: Saratoga Community Library Meeting Room 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGANIZATION A. Roll Call B. Approval of Minutes of 12/2/87 C. Posting of Agenda D. Oral and Written Communications II. NEW BUSINESS A. Discussion of State Historic Building Code III. OLD BUSINESS • A. Heritage Resource Plaques - Status report B. Heritage Resource Inventory IV. ITEMS INITIATED BY THE COMMISSION A. Nelson Gardens (Voester) V. ADJOURNMENT 1 ~l~~U~['C~~ CITY OF SARATOGA • HERITAGE PRESERVATION COMMISSION MINUTES DATE: Wednesday, December 2, 1987 3:00 p.m. PLACE: Saratoga Community Library, 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting I. Routine Organization A. Roll Call Present: Commissioners Koepernik, Voester, Cameron, Landsness, Heid, Ansnes Absent: Tyrrell (excused) Staff: V. Young B. Approval of minutes of 11/18/87 M/S Ansnes/Voester to approve minutes as submitted. Passed on a 4-0-2 vote, Commissioners Landsness and Heid abstaining. C. Posting of Agenda Staff noted the agenda was posted at City Hall on Wednesday, November 25, 1987. D. Oral and Written Communications None. II. Old Business A. Heritage Resource Plaques - Status Report Commissioner Ansnes reported that a photo and article were given to the Saratoga News regarding the presentation of the plaques for the City-owned properties. Commissioner Voester reported that the Volunteer Firemen's Association would be having a Christmas party on Saturday, December 5 and would like their plaque then. Commissioner Heid volunteered to attend and award the plaque. Commissioner Voester reported on the plaque presentation for the Missionary Settlement and William King houses held on Tuesday, November 24. She said that it was very successful and that the owners were pleased to participate in the designation. Commissioner Heid passed out invitations for the Nard~,e House open house on December 7; the plaque will be presented at that time. 1 Heritage Preservation Commission Minutes - 12/2/87 • B. Heritage Resource Inventory The Commission discussed the process for adopting the inventory that was suggested by the City Attorney the previous evening at the joint meeting of the Heritage and Planning Commissions, i.e. that the the Heritage Commission be the body to adopt the inventory by resolution, then forward copies of the material to the City Council, Planning Commission and Planning staff. Commissioner Cameron expressed concern that the City Council should be the body to adopt it, on a recommendation by the HPC, to give it status as the official inventory of the City. There was discussion on how and when to notify property owners that they are on the list; no decision was made on this issue, and it was held over for further discussion at a later date. The Commission then worked on the inventory list, making additions and corrections. Commissioners that had completed the inventory forms for properties that were assigned at the last meeting gave them to the Secretary. It was decided that all the forms that had been completed on the word processor would be finalized at the next meeting. The Commission set a goal of having the inventory finished by Februry or March of next year. III. Items Initiated ~ the Commission Chairman Heid asked that the subject of the State Historic Building Code be placed on the next agenda for discussion. IV. Adjournment The meeting was adjourned at 5:00 p.m. The next regular meeting will be held on Wednesday, December 16, 1987 at 3:00 p.m. Respectfully submitted, Valerie Young Secretary to Commission 2 r~ U ~Q~ ~~ TITLE 24 STATE HISTORICAL BUILDING CODE IRpistK 7Y~ No. 94--i~7Y1 ~ (p~ 8-I) ~~' PART &. STATE HISTORICAL BUILDING CODE (Originally filed b the State Architect August 13, 1976 in Chapter B2 of Part 2) CHAPTER 8-1. ADMIMSTRATION CHAPTER 8.2. GENERAL REQUIREMENTS CHAPTER &3. DEFIMTIONS CHAPTER &4. OCCUPANCY CLASSIFICATION AND U5E CHAPTER 8-5.. ALTERNATIVE STRUCTURAL REGULATIONS CHAPTER 8-6. MECHANICAL, PLUMBING AND ELECTRICAL REQUIREMENTS CHAPTER &7. EXITING CHAPTER &8. FIRE PROTECTION CHAPTER 8-9. ARCHAIC MATERIALS AND METHODS OF CONSTRUCTION CHAPTER 8-10. HOUSING ` CHAPTER 8-11. HISTORIC.DISTRICTS, SITES AND OPEN SPACE CHAPTER 8-12 STATE HEALTH AND COMMUNITY CARE FACILITIES CHAPTER 8-13. '~ CHAPTER 8-14. ALTERNATIVE HANDICAPPED PROVISIONS APPEALS, ALTERNATIVE PROPOSED DESIGN, MATERIALS AND METHODS OF CONSTRUCTION ~ Introduction ~ to Part 8 ~' State Historical Building Code Title 24 of the California Administrative Code contains the building regulations adopted by all state agencies and is divided-into eight parts, as follows: Part Topic 1 ~ .Administrative Regulations 2 Basic Building Regulations 3 Basic Electrical Regulations 4 Basic Mechanical Regulations 5 Basic Plumbing Regulations ° 6 Special Building Regulations 7 Elevator Safety Regulations 8 Historical Building Regulations Part 8 applies to: The rehabilitation, preservation, restoration, or relocation of qualified histori- cal buildings or structures. STATE HISTORICAL BUILDING CODE TITLE 24 (p. 8-2) lRopistor 711, No. 3~--8,Z67s~1 Part 6 of Title 24 should be reviewed, as it contains "S cial Building Regula- ~ tions" which may be on the same or related subjects found in Part 8. Part 6 consists of 11 divisions, as follows: Division Special J~uisdiction Area T-3 Agricultural Buildings T-5 Educational Buildings T-8 Places of Ecnployment T-15 Local Detention Facilities T-lti Schools of Cosmetology T-17 Health Faci{ities T-19 Public Safety (Fire anal Panic) T•20 Energy Conservation T-21 Public Works (Public School Buildings and Access to Public Buildings by Physically Handicapped) T-22 Health Facilities T-25 Housing Part 8 contains alternative regulations for qualified historical buildings. ~~ EYPLANA'I'ORY NOTE: The State Historical Building Code (SHBC) is unique among state regulations. The authoring of this document required state agencies prorrulgatirig regulations for building construction to work in harmo- ny with representatives of other design and construction disciplines. The result is a totally new approach to building codes for historical structures which main- tains presently acceptable life safety standards. This new code will give enforc- ing authorities a tool previously nc-t available in dealing with historical structures. These regulations are also unique in that theyy are permissive rather than ~ mandatory. The provisions of the SHBC may be applied by the enforcing authority of every city, county or state agency in permitting repairs, alterations and additions necessary for the preservation, rehabilitation, relocation or con- . tinned use of a qualified historical building. The authority for use of the SHBC i:s vested in Sections 18950 through 18960 of the Health and Safety Code. Sectior,~ 18954 states, "The building department of every city or county may apply the provisions of re ular building regulations pursuant to Seciion I895ti, or any com~~ination of regu~ar and alternative build- ing code provisions in permitting repairs, alterations and additions necessar for the preservation, restoration, moving or continued use of a historical bail - ~ ing or struelurc~." However, be aware that in order to use the SHBC, the structure under consideration must be dzsig~ated as a qualified historical building or structure. Section 18955 states: "For the purpose •of this part, a qualified historical building. or structure is any structure or collection of structures, and their associated sites ' deemed of importance to the history, architecture, or culture of an area by an • appropriate local or state (or nationally governmental jurisdiction ..." The regulations of the SHBC ha~~e tlhe same authority as state law and are to be considered as such. Liability is the saute as for prevailing law. The intent of the S1~BC is to save California's architectural heritage by recog- Pi.~i!?N the unique M~n~~tnrcti~~n pr~hlems inherent in historical buildings and offering an alternative code to deal with these problems. TITLE 24 STATE HISTORICAL BUILDING CODE IRpistK 7'~. No. 3~-825.7s1 (p• ~~ Historical Preface ,,~ The background of the State Historical Building Code can be traced to De- cember 1963 when the State Department of Parks and Recreation published the California History Plan, Volume I, in which Recommendation No. 11 was proposed by the then California Landmarks Advisory Committee (later to become The State Historical Resources Commission). This proposal expressed ' ~ a need for a new building code to meet the intent of protecting the public health and safety but retaining "enough flexibility to allow restoration of a historic feature while still retaining its historic inte~nty."Finding No. l l of this Historyy Plan supported this need by stating that `...restoration ... is fro- , quentlY made difficult by uimecessarily rigid interpretation of building .. . codes. In March of 1974, the Landmarks Committee by resolution recommended ' that the Director of the State De rtment of Parks and Recreation and the v to this needed code. These two officials t initiate a stud to deae State Architec y p accepted this concept and jointly called a statewide meeting In Sacramento on .~ May 14th of that year. Attending were reeresentativesfmmboth the public and i rivate sectors such as members of the buildmg industry, design professions, local and state building officials and others interested in this problem. ~ / Out of this open conference a steering committee was formed to explore in ~ / depth the ways and means of implementing the new historical building code ~ concept. This ad hoc committee was chaired by a representative from the California Council, American Institute of Architects and composed of a compre- hensive cross section of the professional organizations and government ages- cies concerned with design and code enforcement. ~,_, ~ Meetings began late in 1974 and continued into earl 1975. By April of that year, a legislative subcommittee of the ad hoc growp diafted a sample bill for the proposed code and requested that it be carried byy Senator James R Mills, i resident ro Tem re of the Senate. After further develo meet and refine- P P Po p moot, the enacting legislation to create the authority for the code and an advisory board to prepare regulations to implement it (SB 927, Mills) was supported by both the legislature and the public. It was signed by the Governor in September of 1975 and became effective January 1, 1976. The members of the advisory board, which are required by law to include local and state building officials, individuals from the building industry and -- design professions as well as representatives from city and county governments, were appointed and held their first session in Sacramento, February 24, 1976. This Board's duties include the preparation of code regulations and the review of specific historic building cases, when officially requested by governing bod- ies. Several of the Board's first members were a part of the original ad hoc • - steering committee and thus provided a continuity and smooth transition from the inception of the code's philosophy to its pragmatic implementation in these regulatory guidelines. The final, comprehensive regulations have been adopted after years of care- ful deliberation and are now available for use on a selected basis, at the discre- tion of gnvFrning h~,;l~in.g a~~thnrities. i '.iTATE HIS'PORICAL BUILDING CODE 1'TrI.E 4d ~~ ~~ ! Rpistor 7~ No. i~-R~b7f• ~. I • i ~' I~ T~•E ~ STATE HISTORICAL BUILDING CODE ~ g.10~ (RapistK 70. No. 34--iab7al (p, ~) `~ CHAPTER 8-1. ADMIMSTRATION DETAILED ANALYSIS Section 5-100. Basic Provisions 5-101. Title 5-102 Purpose 5.100. Scope 8-104. Application 8-106• Change of Occupancy and/or Percentage of Work Done 8-106. Repairs 8-107. Alternative Materials and Methods of ConstruMion 8-108. Substandard Buildings 8-100. Basic Provisions, (a) The provisions of this chapter, as set forth in the table below, aze hereby adopted for the purpose of providing the basic construction regulations relating to administration. --- (b) The followingtable identifies those sections of this part which have been adopted by the listed agencies. See Section 8-104 for explanation of the a lica- tion of these regulations and their intended use. pP TABLE A10. &lA Cody MCD IfCD LISA LISA QSH Se+rliau / Y S~lil SSS fIC PD Df15 GISfLI C~ SHB DOT ACR l~ ti0l; DOE CA Entire Chapter ........................ - - - - - - X _ J The above table is_provided for the benefit of the user and is for information only. NOTE: Authority cited: Section 18959.5, Health and Safety Code. Reference: Sections 18950-18960, Health and Safety Code. HISTORY: 1. New Part 8 (Chapters 8-1 through 8-14, Sections 8.100 through 8.140f1, not consecu- tive), filed 7-26-79; effective thirtieth day thereafter (Register 79, Na 34). Approved by State Building Standards Commission ?-20-79. 8-101. Title. ~-- This part shall be known as the State Historical Building Code and will be referred to herein as "the SHBC". NOTE: Authority cited: Sections 18950-18960, Health and Safety Code. Reference: Seo- lions 159.50-18960, Health and Safety Code. 8-102 Pu se. It is the purpose of this part to provide alternative building regulations for the rehabilitation, preservation, restoration (including related reconstruction), or relocation of buildings or structures designated as historic buildings Such alternative building regulations are intended to facilitate the restoration or change of occupancy so as to preserve their original or restored architectural elements and features, to encourage energy conservation and acost-effective approach to preservation, and to provide for the safety of the building occu- pants NOTE: Authority cited: Sections 18850-18960, Health and Safety Code. Reference: Sec- ~, lions 18950-18960, Health and Safety Code. &103 STATE HISTORICAL BUILDING CODE TITLE 24 (p. 8-6) 1 RpistK 74 No. 7~1 &103. Scope. The provisions of this code may be applied for the rehabilitation or relocation of qualified historical twildings as defined in Chapter 8-3. The SHBC may apply when repairs, alterations, reconstruction and additions necessary for the preser- vation, restoration, relaabilitation, relocation or continued use of a building or structure are made. NOTE: Authority cited::5ections 1895x-18960, Health and Safety Code. Reference: Sec- tions 18950-18960, Health and Safety Code. •~ 8-104. Appliication. It is the intent of these regulations to provide means for the preservation of the historical value of designated buildings and, concurrently, to provide rea- sonable safety from fire, seismic and wind forces, or .other hazards, for occu- pants of such buildings. It is not the intent to protect the property and by so doing adversely affect: the historical integrity.of the structure. It is not the intent of these regulations to allow non-historical expansion or addition to a historical) building be and the original construction of such struo- tore unless such expansion or addition conforms to all prevailing applicable regulations. NOTE: Authority cited: Sections 18950-18960, Health and Safety Code. Reference: Seo- lions 1895a-1896Q Healthh and Safety Code. SHS-State Historical Building Code Advisoiy Board Application-All quali- fied historical buildini~s or structures, which includes any structure, collection. of structures and theiir associated sites deemed of importance to the history, architecture, or culture of an area by an appropriate local or state governmental urisdiction This shall include structures on existing or future national, state or ~ocal historical registers or official inventories, such as the National Reg~'ster of Historic Places, State Historical Landmarks, State Points of Historical Interest, and city or county registers or inventories of historical or architecturally signifi- cant sites, places, historic districts, or landmarks. Enforcing Agency--Local authorities enforcing where they have jurisdiction, and state enforcing authorities, where they have jurisdiction 8-105 Change of Ocxttpancy and/or Percentage of Work Done. Where permitted, repairs, alterations and reconstruction maybe made with- out adhering to other regulations that deal with full compliance requirements where a change of use: (occupancy) takes place, or where the scope of the work exceeds any percentage of the present building value. (See Section 8-404. ) NOTE: Authority cited: Sections 1885o-18960, Health and Safety Code. Reference: Seo- lions 18950-18860, Heall:h and Safety Code. 8-106 Repairs. Repairs to any portion of a historical building or structure maybe made with original materials an~i the use of original methods of construction, subject to conditions of this codle. (See Chapter 8-9.) NOTE: Authority cited: Sections 18950-18960, Health and Safety Code. Reference: Ser tions 18950-18860, Healtth and Safety Code. • TTI'i.E it4 STATE HISTORICAL BUILDING CODE ~ &108 Illo~bto- 7R No. i~-711 (p~ 8.7) • ' ~. &107.- Alternative Materials and Methods of Construction. The provisions of the State Historical Building Code are not intended to prevent the use of any proposed alternative design, material or method of construction not specificallyy prescribed or allowed by SHBC,provided any such alternative will facilitate the preservation of historical buildings or structures and has been approved. The enforcing agency may approve any such alterna- five provided the proposed design, material or method of construction is satis^ factory and that the proposed design, material or method of construction or work offered is, for the p intended, reasonably equivalent to that pre- scribed orallowed inthis a in quality, strength, effectiveness, fire resistance, durability, and safety. The enforcing agency may request that sufficient evidence or proof be sub- , witted to substantiate any claims that may be made regarding such alternatives. ~ NOTE: Authority cited: Sections 18950-18980 Health and Safety Code. Reference: Sao- . lions 18950-1896Q Health and Safety Code. ;' 8.108. Substandard Buildings. ~' ~ ~ Any qualified building that does not comply with the minianum conditions of this code may be considered substandard and must be corrected as a condi lion of the use of this code. (See 8-105. ) '~ NOTE: Authority cited Sections 18950-1896Q, Health and Safety Code. Reference: Seo- %~ ~ lions 18960-189fiQ, Health and Safety Code. ~. f 8.108 ~P~ ~~ STATE HLSPORIC,AL. BUILDING CODE TITLE ~4 ItMi~ar 7R Ne. K--a~7M `, ~ I ~J ~. U i ~, 1TrLE 24 STATE HLSTORICAL BUILDING CODE ¢ ~2(I tRpistK 7>t~ No. >•-i~70t ~p~ 8,,,~ •~.. CHAPTER 8-2 GENERAL REQUIREMENTS DETAILED ANALYSIS ' - Section ' 8-20Q Basic Provisions 8-201. Authority &202 Enforcement , 8-20f3. SHBC Advisory Board &204. Liability 8-200. Basic Provisions. (a) The provisions of this chapter, asset forth in the table below, are hereh adopted for the purpose of providing the basic construction regulations relatin to eneral requirements ~i) The following table identifies those sections of this part which have bee j adopted by the listed agencies See Section &104 for explanations of the al . breviations used in the table, the application of the regulations, and their u '~, tended use. _. -` ,' TABLE IdO. &2A cQar Hcv ~ ~ asp ~ ~, . - Srctian 1 i SFI/ SSS IIC PD Df6 GKfLt CEI^ SflB DOT' ACR fA BIOiC DAE G ;~ ~ Entire (~apter ........................ - - - - - - - X - - - - - The above table is provided for the benefit of the user and is for informatio i only. I! / -- NOTE: Authority cited: Section 18959.5, Health and Safety Code. Rekrence: Section ', 18950-189(10, Health and Safety Code. 8-201. Authority. The state or local enforcing agency, pursuant to authority vested by Sectio 18954 of the Health and Safety Code, may apply the provisions of the alternativ regulations in this code, or of the prevailing code, or any combination thereo in permitting repairs, alterations, and additions necessary for the preservatioi restoration, reconstruction, rehabilitation, moving or continued use of a histor cal building or structure. NOTE: Authority cited: Sections 18950-18960, Health and Safety Code. Reference: Sec lions 18950-18960. Health and Safety Code. 8.202. Enforcement. (a) All the state agencies in Section 18958 of the Health and Safety Code ma administer and enforce this part with respect to qualified historical building or structures under their respective jurisdiction. . (b) All local building authorities may administer and enforce this rt wit. ~I res et to ~ pe qualified historical structures under their respective jurisdiction where applicable. ~ ~ (c) The State Architect shall coordinate and consult with the other arp1icF ble state agencies affected by this part and disseminate provisions adopter pursuant to this part to all local building authorities and state agencies at cosy ~ ~ The published provisions of this part, in manual form, shall be also available b~ ' state agencies to the public, at reasonable cost. NOTE: Authority cited: Sections 18950-18960, Health and Safety Code. Reference: Sec- lions 18950-18960, Health and Safety Code. &203 STATIE HLS"PORICAL BUILDING CODE TITLE ~! (p~ 8-10) I Ilpbto- ~ No. i~-s~7N s•2o3. sHBC Advisory ~~wr~d. ~ . • In order to provide for interpretation of the provisions of this code and to . hear appeals, the State Historical Building Code Advisory Board shall act as an advLsory review body to state and local agencies, and make recommendations on chaagea in and irate relations of this code as weU as matters of administra- lion and enforcement~(See Chapter 8-14.) NOTE: Authority cited: Sectiotu 18960-1898Q Health and Safety Code. Reference: See- li~u 18660-1868Q Health and Safety Code. s-2o~. Liability. .. Prevailin law g regarding liab>lity of building officials remains the same. NOTE: Authority cited: Sedbns 18950-1896Q Health and Safety Coda Reference: Sea lions 18660-1866Q Health and Safety Code. .. T1TZ.E 24 STATE HIS"PORICAL BUILDING CODE ~ 8~ • 111pistM 7!~ Na ~i-10~7M (pr $-11~ ~-- CHAPTER 8,3. DEFINITIONS • DETAILED ANALYSIS k~cti.N~ ~ . , . , K••:3ULL li~sic Provisions t~:3(11. General 1i~302. Urfinitic~~s 8.300. Basic Pr+OM1-tS10~s. (a) The provisions of this chapter, asset forth in the table below, are hereby adopted for the purpose of providing the basic construction regulations relating to definitions. (b) The folbwing table identifies those sections of this part which have been adopted by the listed agencies. See Section 8-104 for explanations of the ab- breviations used in the table, the application of the regulations, and their in- tended use. . TAALE NO. 8-3A (:dr f~D fKD ~~ U~t QSiI ~ . ti~iw I ~ S~lU S~ fx PD DIf6 QfILt (,~ 3~ Di01' ACR TA LbIC DqE G P.Min~ (~y~trr........_.......... - - - - - - - - X - The above table is provided for the benefit of the user and is for information ottl~•. . N()Th.: Autlxxity cited: Section 1ti969.5. Health and Safety Code. Reference: Sections t~151l-1t~tiQ He~ltl~ and Safety Code. 8-301. General. . For the purpose of this code, certain terms and phrases, words, and their derivativesp,hall beconstrued asspecified inthis chapter. ~ Additional definitions and/or terms may apppeear in the various other chapters relative to terms or phrases primarily applicable thereto. NUTF.: Autlx~rity cited: Sections 1it950-1896Q Health and Safety Code. Reference: Sec- t11NLti itiBS(1-Itt9tiU; Health and Safety ('.ode. 8-302. Definitions ... • . . "Adaptive Use:"The process of adapting a building to accomplish a use other than that for which it was designed; e.g„ a piano factory being converted into housing or a mansion into offices or apartments. "Authenticity:" The quality of having undisputed ong' "Building:" My structure or edifice used or~intended for supporting or shel- tering any use or occupancy (See structure .) Conservation: The modernization of mechanical and structural elements, including interior alterations necessary to extend the useful life of the building or facility. (EXPLANATORY NOTE: Few qualified historical structures are involved with "conservation". For those that are, only those items or portions that are proposed to achieve strict historical accuracy or precisely re-create the on nal construction ma utilize SHBC alternative provisions at the discretion of the enforcing officiaL~ &302. ti f:~TH Ii1S'7~URI(:AL RUILDtIVG~C:ODE TITLE Z4 (E~ K-IZ~ ~ 111pistK 7!~ Na 4~-10,N>~T!1• "Facilities:" A building and such other structures, ~ to raphy, or ~ develop- ment that may be within the confining or legal limits of historical site or qualified historical site, group of such sites, historic district'or districts. "Facsimile:" An exact copy visuallyy of the original qualified historical build- ing. Any material or method may be used to provide an exact copy of'the ongfinal appearance. QEXPLANATORY NOTE: True'~facsimiles, or portions of buildings that are truE~ facsimiles, are historically correct and maybe construct- ed utilizing SHAC alternative provisions at the discretion of the enforcing official.) . "Fire Hazard:" Means any condition, arrangement, or act which will increase, or nay cause an increase of the hazard or menace of fire to life safety to a degree greater than customarily recognized as normal by persons in the public service of preventing, suppressing or extinguishing fire. "Historic Fabric. Consists of the original materials, and portions~of the build- ing still intact when exposed or as they appeared and were used in the past. "Historical Aspects:" The particular features of the historic site, building or structure that gives it its historic significance. Features may include but are trot limited to one or mare of the following: historical background, noteworthy architecture, unique design, works of art, memorabilia, and artifacts. ' "Historical Purity:" That which is free from alteration and is exactly as it appeared and was used in the past. 'Uriginal Materials:" Those portions of the structure's fabric that existed during the period deemed to be most architecturally and~or historically signifi-• cant, as determined by the official designating histories agency. "Preservation:" ThE~ maintenance of the structure in its present condition or as ongfinally constructed. Preservation aims at halting further deterioration and providing structural :afety, but does not contemplate significant rebuilding,. Preservation includes techniques of arresting or slowing the deterioration of a structure; improvement of structural conditions to make a structure safe, habitable, or otherwise useful; normal maintenance and minor repairs that do not Change or adversely affect the fabric or appearance of a structure. "Prevailing Code:" The "regular building regulations", as that term is used in Section 1K954 of the Health and Safety Code, which govern the design and construction or alteration of non-historical buildings within the jurisdiction of the enforcing agency. ... , i . "Qualified Historical Building:" A qualified historical building or structure is any structure, collection of structures, and their associated sites, deemed of importance to the history, architecture, or culture of an area by an appropriate local, state or federal governmental jurisdiction. This shall include designated structures on official existing or future national, state or local historical registers or official inventories, such as the National Re ister of Historic Places, State Historical Landmarks„ State Points of Historical ~nterest, and officially adopted city or county registers or inventories of historical or architecturally significant sites, places or landmarks.. ~ - "Reconstitution:" A- structure saved only by a piece-by-piece reassembly, either in situ or on a new site. Reconstitution in situ is ordinarily the conse- quence of disasters like war or earthquakes, where most of the original constitu-~ ent parts remain. On ~xcasion, it maybe necessary to dismantle a building and reassemble it on the saime site, but reconstitution on new sites is more common. _ _. _ .~ ~~ • ~~ ~:. •, `~ • TITLT `lA S'TATF HIS"1nR1C:AL I;UILDING CODE ~.&302 111pistor 7R No. ~-10~7l1 (p. &13) "Reconstruction:" The process ofrebuilding anon-extant structure or portion of a structure to its 'original appearance through archival and archeological investigation. Although parts of the origginal structure are sometimes included in fhe reconstruction, the process usually involves new construction materials. "Rehabilitation:" Involves equipping the building or facility for an extended useful life with a minimum alteration of original construction or the process of returning a structure to a state •of usefulness by repairs or• alterations. "Relocation:" Involves any structure or a portion of a structure that may be moved to u ne~v location. "Renovation:" To make sound again any structure involved under the various definitions hereunder by cleanup, repair and replacement of deteriorated de• tail or structure. • "Nepair."Reconstruction, renovation, or renewal of any portion of an existing 1uilding for the purpose of its maintenance. "Replica:" See Facsimile. "Replication:"The process of making a copy, or an exact copy of an original structure on a new site or a faithful reproduction so far as historical records of the ongirwl building would allow on the same or a new site. Also, the construc- tion of an exact copy of a still extant building on a site removed from the prototype. Some buildings that may be involved in replication may be .found nn a historic building register even though they do not now exist. Only that part of the building that does not exist (all or in part) is involved in replication or is a replication of the original. (EXPLANATORY NOTE: 'All portions of a structure that is either original or a replication maybe involved in the construc- tion process utilizing SHBC alternative provisions at the discretion of the en- forcing official ) "Reproduction:" Aduplication, copy, or close imitation of the original "Restoration:" The process of accurately recovering, by the removal of later ~~•ork and the replacement of missing earlier work, the form and details of a strtteture, together with its setting, as it appeared at a particular period of time. "simulation:" A counterfeit, imitation, or feigned resemblance of an original. "structure:" As for Building-Also includes miscellaneous unrelated con- stntcRion on or contiguous to the site or construction involved in site develop- ment. NUTH.: Autlairit)• c•itc•cl: ticK•ticros lti~S()-Iti9(iA. Health and Safety Code. Reference: Sec- licros 11~p).31N-Itif1ti11 Ile•ahh and Safeh• (:cxle. IItiT()Kl': ~1. Anu•iKlnu•ul Fik•d Ill-1;-; t); c•fFec•ti~•e thirtietlc da)• thereafter (Ret{ister ~9, Na •t2). ~_ 8-308 STATE HISPORICAL BUILDING LADE TIZZE 24 ~~ ~'1~~ tRplstor ?0. No. 4R--10~7Y1. ~~• .~.~ • ~~ ~~~ i'~ TrI'LE 24 STATE HISTORICAL BUILDING CODE ~ 8-40Z • _ IRpbtK 7~, No. ~-i267N (p. 8-15) ~-~ CHAPTER 8-4. OCCUPANCY CLASSIFICATION AND USE DETAILED ANALYSIS Section 8-40Q Basic Provisions t3-401. Purpose 8-402. General 8-403 Existing Occupancy 13-404. Change in Occupancy 8-405. Mixed Occupancies 8-406. Maximum Floor Area 8-407. Maximum Height 8-40~t3~ Fire Resistive Construction 8-409. Light and Ventilation 8-400. Basic Provisions: (a) The provisions of this chapter, as set forth in the table below, are hereby adopted for the purpose of providing the basic construction regulations relating . to occupancy classification and use. (b) The following table identifies those sections of this part which have been adopted by the listed agencies. See Section 8-104 for explanations of the ab- breviations used in the table, the application of the regulations, and their in- . tended use. • TABLE NO. 8-4A • ~ Cody Nl~ ~ (SSA QSA QSfI Snciian / Y Sf71/ SSS NC PD DfIS QSflA t '~ SHB DOT ACR Y~ ROC DOE CA F.nlue (~apler ........................ - - - - - - - - X The above table is provided for the benefit of the user and is for information only. NOTE: Authority cited: Section 18959.5, Health and Safety Code. Reference: Sections 1139.5(1-18960, Health and Safety Code. 8-401. Purpose. . The purpose of this chapter is to determine occupancy classifications and conditions of use for designated historical buildings NOTE: Authority cited: Sections 18950-18960, Health and Safety Code. Reference: Sec- tions 18950-!8960, Health and Safety Code. 8-402. General. Every historical building shall be classified by the enforcing agency according to its use or the character of its occupancy in accordance with prevailing code and applicable regulations. NOTE: Authority cited: Sections 113950-!8960, Health and Safety Code. Reference: Seo- lions 113950-189Ei0, Health and Safety Code. U 8.403 STATE HISTORICAL BUILDING CODE TITLE g4 (p. 8-16) tRplatK 78, No. itL-i~7N • 8.403. Existing Occupancy. ~ The use or character of occupancy of a historical building shall'be permitted to continue in use re ardless of an i d f ti i hi h h b ld g y per o o me n w c t e ui ing or any portion of the building may have remained unoccupied provided such building otherwise conforms to all applia~ble re uirements of this art q p . NOTE: Authority cited: Sections 189;50--1896Q Health and Safety Code. Reference: Sec- tions 1895x-18960, Health and Safety Code. &404. Change in Occupancy. The use or character of the occupancy of a historical building may be changed from its historic use or character provided the building conforms to the require- ments applicable to the new use or character of occupancy as set forth in this part Such chan e in occu n h ll t il d f . g pa cy s a no necessar y man ate con ormance . with new construction requirements as set forth in prevailing code, provided the new use or occupancy does not create a fire hazard or other condition detrimental to the safety of occupants or of fire fighting personnel. (See Section &106 for permissive exemption from prevailing code requirements for work hi h d ~ w c excee s any percentage of the present building value.) NOTE: Authority cited: Sections 189~i0-1896Q Health and Safety Code. Reference: Sec- tions 18950-18960, Health and Safety Code. 8-405. Mixed Occupancies. A historical building may be used for more than one occupancy provided the occupancies are se arated in accordan ith th ili d p ce w e preva ng co e. EXCEPTION NO 1: Re uired i f h • . q occupancy separat ons o more t an 1-hour may be re• duced to one-hour fire•resistive construction with all openings protected by not less than three-fourths hour fire-resistive assennblies of the self-closing or automatic clawing type when the building is provided with an approved automatic sprinkler system throughout ,~ the entire building in accordance with prevailing code.. Automatic clawing devices shall. be of a type which will function upon activation of a device which responds to either visible or invisible particles of comb~~stion. EXCEPTION N0.2 Required occupancy separations of 1-hour maybe omitted when the building is provided with an approverd automatic sprinkler system throughout. NOTE: Authority cited:. Sections 189~i0-18960, Health and Safety Code. Reference: Sao- lions 18950-189tiQ Health and Safety Code. 8-406 Maximum Floor Area Regardless of the use or character of occupancy, the area of a one story . historical building may have, but shall not exceed, a floor area of 15,000 square ~ feet unless such increase is otherwise permitted in prevailing code. Multistorryy buildings (including basements and cellars) shall be in accordance with revail- ing code requirements. (See Section 8-802 for fire zone requirements. EXCEPTION: Historical buildings provided with an approved automatic sprinkler sys- tem may be unlimited in floor area vvithout fire-resistive area separation walls. NOTE: Authority cited: Sections 18950-18960, Health and Safety Code. Reference: Sao- lions 18950-I89Ei0, Health and Safety Code. 8-407. Maximum Height. The maximum height and numbber of stories of a historical building need not be limited because of construction type, provided such height , or number of stories does not exceed that of its. designated historical design. NOTE: Authority cited: Sections 18950-18960, Health and Safety Code. Reference: Sec- tions 189.50-18960, Health and Safety Code. , TiTI.E 4.4 STATE HIS'POItICAL BUILDING OODE ~ 8.400 • IttNbt~r 7a Ma s~-.ss~~t (p &17) ~~--- 8-408. Fii+e Reaiative Conatniction. (See Chapter 8.8.) NOTE: Authority cited: Sections 18960-1896Q Health and Safety Coda Aeferenoe: Soo- lions 18960-1896q Health and Safety Code. &400.Liaht and Vent~ation. Historic provisions for light and ventilation slwU be deemed adequate in other than assembly, educational, institutional, and Hazardous Occupancies, where the prevailing code shall apply. See Chapter 8-lO for Residential require- ments NOTE: Authority cited: Sections 18960-1~60~ Heahh and Safety Code. Reference: Seo- lions 18960-1898Q Health and Safety Code. . ~~ u ~ &!09 STATE HLS'PO~RICAI. BUILDING OODE TITLE 4.4 ~~ 8-i8~ IRMbb- 7R Ne. i~-i~7N • ~~ ~__ ~~ • ~~ ~` i TPIZ.E Y.4 S"TATE HISTORICAL BUILDING CODE ~ 8-SO1 CHAPTER &5. ALTERNATIVE STRUCTURAL REGULATIONS ~ . DETAILED ANALYSIS Section , &.'SOOi. Basic Provisions 8801. General " ti,S08 Occupancies 8-lSOfi. Report of Structural Survey 8-.504. Non•Historical Additions and Alterations . 8-.506. Alternative Structural Regulationa 8-500. Basic Provisions (a) The provisions of this chapter, asset forth in the table below, are hereby adopted for the purpose of providing the basic construction regulations relating to alternative structural regulations. (b) The following table identifies those sections of this part which have been adopted by the listed agencies. See Section 8-104 for eaplanatioas of the ab- ~.~~~ breviations used in the table, the application of the regulations, and their in- tended use. .. . TABLE Af0 SSA ~ , Cady fX,a /K,a (ISA QS~t QSFI secriao ~ 4 ~ ss ~-c rn nos ~+ e~c s~ mr,lc~ rl BqC DqE G Entire e~apter ........................ g - ~.... The above table is provided for the benefit of the user and is for information ~`~ only. ~" NOTE: Authority cited: Section 18959.5. Health and Safety Code. Reference: Seetior~ 18950-18960, Health and Safety Code. 8-501. General It is the intent of this chapter to encotuage the preservation of qualified historical buildings while providing a reasonable level of structural safety for occupants and the public at large through the application of alternative struo- tural regulations. NOTE: Authority cited Sections 18960-18960, Health and Safety Code. Reference: Sec- `~ lions 18950-1896Q Health and Safety Code. &50S STATE HISTOA,ICAL BUILDING CODE TITLE 24 (p. 8-20) (RpbeK ~ No. ss--a~~! • 5-502: Occupancies ~ The alternative structural regulations provided by Section 8-505 may be ap- plied, at the discretion of the enforcin agency having jurisdiction, in lieu of or i bi i h n com nat on wit any prevailing a provisions, to the rehabilitation, recon- struction, restoration, repair, alteration or moving of any qualified historical building or structure The foregoin g shall not be construed to allow the enf - . . orc ing agency to approve or permit a Mower level of safety of design and construo- lion than that contemplated by the prevailir- code provisions in occupancies which are critical to the safety and welfare of the public at large including, but not limited to, schools, hospitals, municipal police and fire stations and public assemblies for over 300 occupants. ' NOTE: Authority cited: Sections 18950-18960, Health and Safety Code. Reference: Seo- lions 18950-18960, Health and Safety Code. 8-503. Report of Structural Survey. ~ ~ _ A report of the structural survey performed pursuant to Section 8-505 shall be filed with the enforcin a enc ,u g g y. NOTE: Authority cited: Sections 18950-18960, Health and Safety Code. Reference: Seo- lions 18950-18960, Health and Safety Code. 8-504. Noo-Historical Additions and Alterations New additions which are structurally separated from an existing historical structure shall comply with prevailingg code requirements. New additi hi h i i l l l ons w c mpose vert ca or ateral oads on an existing structure shall not be permitted unless the suipporting structure is strengthened to meet prevailing code requirements.. Structural restorations or alterations, when approved by the enforcing agency, may be made with the sanne material of which the existing structure ~, was constructed provided such alterations do not impair the structural integrity of the existing structure. NOTE: Authority cited: Sections 18950--18960, Health and Safety Code. Reference: Sec- tions 18950-18960, Health and Safety Code. 8.505. Alternative Structural Reguilations The application of alternative st~vctural regulations where provided for by this chapter shall comply with the following procedures: 1. A survey and evaluation shall lbe made by an architect or structural engi- neer, who is knowledgeable in earthquake resistant design regarding the strut- ~'~ , tune's ability to resist the seismic and wind loads prescribed by prevailing code requirements. The evaluation may be based upon the ultimate capabilities of the structure to perform giving d.ue consideration to ductility and reserve strength of the lateral force resisting materials and system. Broad judgment b i d d h may e exerc se regar ing t e strength and performance of materials not recognized~ ~byy prevailing code requirements. (See CHAPTER 8-9, ARCHAIC MATERIALSANDMETHODSOF'CONSTRUCTION.) Past historical records of the structure or similar structures may be used in the evaluation, including the effects of subsequent alterations. 2. The capability of the structure to carry vertical loads shall be evaluated, looking primarily for conditions whhere failure of support may be imminent. ' i Where no distress is evident the structure may be assumed to have withstood the test of time. TITLE 24 STATE HISTORICAL BUILDING CODE ~ &505 • - IRpisto- 7R No. 3~1~-isb7'YI '~p. 8"21 ~~- 3. The capability of the structure to carry lateral forces shall be evaluated. A complete, continuous and adequate stress path, includin connections, from - every part or portion of the structure to the ground shall provided for the ' required horizontal forces. 4. Parapets and exterior decoration shall be investi ated for conformance . with prevailing code requirements for anchorage an~ ability to resist pre- scribed seismic forces An exception to prevailing code requirements shall be permitted for those parapets and decorations which are judged to be no hazard to life safety. 5. All deterioration of the existing structure shall be noted. 6. Are rt shall be made of the findings together with recommendations for repair of deterioration and for any reconstruction or strengthening which should be undertaken. 7. All plans and specifications for work to be done pursuant to the alternative - ~ structural regulations of this section shall be prepared under the responsible - charge of an architect or structural engineer, or both. Such plans and specifics- lions shall be submitted to the enforcing agency. NOTE: Authority cited: Sections 1895Q-18960, Health and Safety Code. Reference: Sec- tions 18~4~-1896Q Health and Safety Code. i 8.505 STATE HLS"ItDRICAL BUILDING CODE T11ZE St4 ~~' g-ZQ~ (Rpi~tK 7~ No. i~-SZ67~1 • ~..~ `~~/ i .,~ TPIT.E 24 STATE HIS"PORICAL BUILDING CODE ~ 8.802 ~~ CHAPTER 8-6. MECHANICAL, PLUMBING AND ELECTRICAL REQUIREMENTS DETAILED ANALYSIS Section 8-60Q Basic Provisions &601. Purpose &602 Scope 8-60f3. Safety Hazard 8.60. Energy Conservation 806. Mechanical S-Fi06~ Plumbing ' &607. Electrical &800. Basic Provisions. {a) The provisions of this chapter, asset forth in the table below, are hereby adopted for the purpose of providing the basic construction regulations relating to mechanical, plumbing and electrical requirements. (b) The following table identifies those sections of this part which have been adopted by the listed agencies. See Section &104 for e~cplanations of the ab- breviations used in the table, the application of the regulations, and their in- tended use. . TABLE NO. 8.8A Saga 1 Y Sill/ SSS f1~C PD Df6 QSfIA !,~ SNB DU'1" ACR lA BOC DAE GA ._ ~ Eatire Chapter ........................ _ g The above table is provided for the benefit of the user and is for information only. NOTE: Authority cited: Section 18959.5, Health and Safety Code. Reference: Sections 18960-18960; Health and Safety Code. 8-801. Purpose. Thep of this chapter is to provide a reasonable level of protection from fire, heard life safety hazards (hereinafter referred to as safety hazards) `~ to occupants of historical buildings. It is not the intent to protect the property and, by so doing, adversely affect the authenticity of historical buildings. The regulations contained in this chapter are an alternative to prevailing code. NOTE Authority cited: Sections 18950-1898Q Health and Safety Code. Reference: Sec tons 18'860-1896Q Health and Safety Code. ~. 8-802. , The req~uuements of this cha er apply to all occupancies including dwelling type occupancies covered under Chapter 8-10 of this part. NOTE Authority cited: Sectosns 18950-18960 Health and Safety Code. Reference: Seo- lions 18960-18960, Health and Safety Code. • 8.603 STATE HISTORICAL BUILDING CODE T1T'LE `lA (p. 8-24) ; (Rpist« 7e. Na i~-i,~7~ 8-603. Safety Hazanf. ~ ' No rson shall permit any safety hazard to exist on premises under their contro~or fail to take immediate action to abate such hazard. Existing systems which constitute a safety hazard when operational may remain inpl_ace ppro- vided they are completely and permanently rendered inoperative. Safety haz- ards created by inoperative systems shall not be permitted to exist. NOTE: Authority cited: Sections 18950-18960, Health and Safety Code. Rekrence: Sec- tions 18950-18960, Health and Safety Code. 8-604. Energy ConsE;rvation. Historical buildin s covered b this rt g y pa are exempted from compliance with energy conservation standards. NOTE Authority cited: Sections 18950-18960, Health and Safety Code. Reference: Sea lions 189x50-18960, Health and Safety Code. 8-605. Mechanical. (a) General. ~, (1) The provisions of these regulations shall apply to the aocep~ance, loca- tion, installation, alteration, repair, relocation, replacement or addition of any heating, ventilating, air conditioning, domestic incinerators or miscellaneous heat-producing appliances or equipment within or attached to a historical building. (2) Existing systems which do not, in the opinion of the enforcing agency, constitute a safety hazard may remain in use. (3) The enforcing agency may approve any alternative to these regulations which would achieve equivalent life safety. (b) Heating Facilities. All dwelling type occupancies covered under Chap- ter 8-10 of this part shall be provided with heating facilities. Wood burning stoves or fireplaces may be acceptable as .heating facilities. (c) Fuel Oil Piping ,and~Tanks. Fuel oil piping and tanks shall comply with ' prevailing code requirements except that the enforcing agency ma waive such ' requirements where the lack of compliance does not create a safety hazard. (d) Heat-Producing and Cooling Equipment. Heat-producing and cooling equipment shall complly with prevailing code requirements, governing equip- ment safety, except that the enforcing agency may accept alternatives which do not increase the sal:ety hazard. (e) Combustion Air.. (1) All fuel burning ,appliances and equipment shall be provided a sufficient ~, supply of air for. proper fuel combustion, ventilation, and draft hood dilution. ~ (2) The enforcing agenc~ may require operational tests for combustion air systems which do not Comp.y with applicable requirements of prevailing code. (f) Venting of Appliances. . (1) Every appliance required to be vented shall be connected to an ap- proved venting system. Venting systems shall develop a positive flow adequate to convey all combustion products to the outside atmosphere. (2) Masonry chimneys in structurally sound condition may remain in use for ' all fuel burning appliaizces. Terra cotta chimneys and Type C metallic vents installed in concealed spaces shall not remain in use._ . (3) The enforcing agency may require operational tests for ventin systems which do not comply Writh applicable requirements of prevailing ~e. '~ (g) Ducts. (1) New ducts shall 6e constructed and installed in accordance with applica- ble requirements of thE; prevailing code. TYTI.E 4r4 STATE HISTOflICAL BUILDING CODE ~ &806 IltpirtK Ili, Ma K-i267M ~p~ 8-~) ,~-~' (2) Existing non-combustible duct systems which do not comply with ap~li- cable requirements of the prevailing code and do not, in the opinion of the enforcing agency, constitute a safety hazard may remain in use. ' (3) Applicable requirements of the prevailing code concerning automatic shutoffs shall be complied with. (h) Ventilating Systems. (1) Ventilating systems shall be installed so that no safety hazard is created. (2) Grease hoods and grease hood exhaust systems shall be furnished and installed in accordance with applicable requirements of the prevailing code. Existing systems which do not comply with these requirements shall not remain in use. (i) Miscellaneous wppwent Requirements. (1) The following agppliances and equipment shall be installed so that no safety hazard is created: Warm air furnaces, space heating equipment, vented • decorative appliances, floor furnaces, vented wall furnaces, unit heaters, room `,_ heaters, absorption units, refrigeration equipment, duct furnaces, infrared radi- ant heaters, domestic incinerators, miscellaneous heat producing appliances, and water heaters. (2) Storage type water heaters shall be equipped with a pressure relief valve in accordance with applicable requirements of the prevailing code. NOTE: Authority cited: Sections 18950-18960, Health and Safety Code. Reference: Sec- . lions 18960-1896Q Health and Safety Code. 8-8~. Plumbing, . (a) General (1) The provisions of these regulations shall apply to the acreetance, loca- \~-' lion, installation, alteration, repair, relocation, replacement or addition of any plumbing system or equipment within or attached to a historical building. (2) Existing systems which do not, in the opinion of the enforcing agency, constitute a safety hazard may remain in use. (3) The enforcing agency may approve any alternative to these regulations which achieves equivalent life safety. (b) Dwelling Type Occupancies. (1) Where toilet facilities are provided, alternative sewage disposal methods may be acceptable if approved by the local Health Department. In hotels, where private facilities are not pprovided, water closets at the ratio of one for each 15 rooms may be aeceptable. (2) Toilet facilities are not required to be on the. same floor nor in the same building as sleeping rooms. Water flush toilets may be located in a building immediately ad~'acent to the sleeping rooms When alternative sewage disppoossaal methods are utilized, they shall be located a minimum distance from the sleep- in rooms or other locations as a pproved by the local Health Department. ~3) Kitchen sinks shall be provpded in all kitchens The sink and countertop may be of any smooth non-absorbent finish which can be maintained in a sanitary condition. ~ - (4) Hand washing facilities shall be provided for each dwelling unit and each hotel guest room. A basin and pitcher may be acceptable as adequate hand washing facilities. r (5) Hot or cold running water is not required for each plumbing fixture, provided a sufficient amount of water is supplied to permit its normal opera- tion. 8-~ ~ S"I'ATE HISTORICAL BiJILDING CODE TITLE'24 (~ &~) (Rpist~- 7q, Na i~--iZ67N - (6) Bathtubs and lavatories with filler spouts less than one inch above the ~~ fixture rim may remain in use provided there is an acceptable overflow below the rim. .. _.. (?) Properly maintained "S' and drum traps may remain in use.: .: . (c) Materials. Materials shall comply with the prevailing code require- ments except that the enforciing agency may accept alternative materials which do not create a safety hazard where their use is necessary to maintain the historical authenticity of they building. (d) General Regulations Requirements of the prevailing code concerning general regulations shall be complied with except that the enforcing agency may accept alternatives which do not increase the safety hazard. (e) Drainage and Vent Systems Plumbing fixtures shall be connected to an adequate drainage and vent ;system. The enforcing agency may require opera- tional tests for drainage and vent systems which do not comply with applicable requirements of the prevailing code, Vent terminations maybe installed in any `"~ location which, in the opinia~ of the enforcing agency, does not create a safety ~~ hazard. ~ , (f) Induect and Special Wastes. Indirec'c and special waste systems shall be , installed so that no safety haz:ud is created. Chemical or industrial liquid wastes which may detrimentally affi~ct the sanitary .sewer system shall be pretreated to render them safe prior to discharge. (g) Traps and Interceptors. Traps and interceptors shall comply with the ~ . prevailing code requirements except that the enforcing agency may accept ~ • alternatives which do not increase the safety hazard. (h) Joints and Connections. (1) Joints and connections in new plumbing systems shall comply with appli- ~---~ cable requirements of the prevailing code. (2) joints and connections :in existing or restored syster.,s may be of,any type that does not create a safety hazard (i) Water Distribution. Plumbing fixtures shall be connected to an ade- quate water distribution system. The enforcing agency may require operational tests for water distribution s -stems which do not comply with applicable re- quirements of erevailing ~le. Prohibited (unlawful) connections and cross connections shall not be permitted. (j) Building Sewers and Private Sewage Disposal Systems. ~ New building sewers and private sewage disposal systems shall comply with applicable re- ~~-' quirements of the prevailing code. ~; (k) Fuel Gas Piping. Fuel gas piping shall comply with the prevailing code requirements except that the enforcing agency may accept alternatives which do not increase the safetyy ha:card ~ ~ ~ ~ , (1) Water Heaters Water heaters shall be installed in accordance with Section 8-604 of this chapter. ~ • , N01E Authority Mted: Sections 18950-18960, Health and Safety Code. Reference: Sec- . boas 18®60-1896q Health and Safety Code. . 8.60?. ~ ... , (a) General ~ ~. (1) The provisions of these regulations shall apply to the~acceptance, loea•~~ lion, i~~~ka~~tion, alteration, repair, relocation, replacement or addition of any electrical system or equipwent as related to restoration within or attached to a qualified historical building. ... T1T`LE y.~/ STATE HISTORICAL BUILDING CODE 48.807 tRpbtK 7R No. x-iZ67N (p~ 8-27) `~_- (2) Existing s~ems, wiring methods and electrical equi ment which do not, in the opinion o the enforcing agency, constitute a safety rd may remain in use. (3) The enforcing aggency may approve any alternative to these regulations which achieves uivalent safety. (b) Wiring Met (1) Where existing branch circuits do not include a round (bond) conduc- tor and it is impracticable to reach a source of groun~ in the opinion of the enforcing agency, convenience outlets (receptacles) may remain the non- grounding type (2) Metal device cover plates used with branch circuits which do not have a ground (bond) wire shall be insulated from the box. (3) Grounding type receptacles shall not be used without a ground conduc- tor. (4) For extensions only in existing installations which do not have a ground- ing conductor in the branch circuit, the grounding terminal of the receptacle -~ shall be connected to an acceptable ground (5) Receptacle outlet maximum spacing requirement may be waived (6) Lighting load calculations for services and feeders may be based on actual bads as installed in lieu of the "watts per square foot" method (7) Determination of existing bads may be based on maximum demand recordings in lieu of calculations provided: (A) Recordings are provided by the serving agency, and (B) Recordings cover each billing period during the previous 24 months, and (C) There has been no change in occupancy of character of load during the previous 24 months, and (D) The anticipated load will not change, and (E) Power factor and phase unbalance are applied to the kilowatt demand recordings, and (F) The maximum demand recording is considered as a continuous load (8) Archaic whing methods that do not appear in present codes may remain and may be extended if they do not cause greater safety hazard than prevailing code requirements. N01'E Authority cited: Sections 18950-1896Q Health and Sskty Code. Reference: Sec- tions 18950-18®60, Health and Safety code. .~~ • ~"~ STA1E H1iS"PORICAL BUILDING OODE T1TLE t,4 •;, (p 8-48) I Itplsbr 7~ Nw s~-i~.7~ ..• i •I • T1TI.E ~4 STATE HLS'PORICAL BUILDING OODE ~ 8-?03 IltMiat~r 7R Na a~--~~7~1 (p- $•'~) ~-- CHAPTER 8-7. EXTI'ING DETAILED ANALYSIS Section &704 Basic Provisions &701. Purpose 8-70 Scope &708, Access to Public Property &704. General ' • &700. Basic .. (a) The provisions of this Fhapter, asset forth in the table below, are hereby adopted for the purpose of providing the basic construction regulations relating to exiting (b) The following table identifies those sections of this part which have been adopted by the listed agencies. See Section &144 for explanations of the ab- breviations used in the table, the application of the regulations, and their in- -- tended use. TABLE NO &7A Calr IXD fXD Q~i Q~i QSfI ~ 1 ! Sill SS4 HC PD DllS UQLt (~ 91a D01' ACS lA sOC DqE CA F~tirc Cbspter ........................ - - g The above table is provided for the benefit of the user and is for information only. NOTE Authority cited: Section 18959.5, Health and Safety Code. Reference: Sections 160-188 Health and Safety ('.ode. 8-701. The purpose of this chapter is to provide the means for establishing minimum standards of egress facilities for designated historkal buildings. NOTE Authority cited: Sections 18960-1896Q Health and Safety Code. Reference: Sea tons 18960-18960 Health and Safety Code. 8•TO'~ . $0011e. Every historical building or portion thereof shall be provided with exits as required by this chapter. NO1E: Authority cited: Sedio~ 18960•-1896Q Health and Safety Code. Reference: Sea lions 1896o--1898Q Health and Safety Code. &700. Access to Public Property. Every required exit from a historical building shall have access to a public space, yard or street and such access shall be permanently maintained clear of any obstruction which would impede exiting NO1E: Authority cited: Sections 18960-1896Q Health and Sakty Code. Reference: Seo- lions 18960-18960 Health and Safety Coda • $.704 STATE HISTORICAL BUILDING CODE TITLE ~ (p, ~~~ IRp1atK ~ No. i~-i~7M 8-704. General. Except as provided in this section, exits shall conform or be made to conform to the provisions of prevailing code. EXCEPTIONS: i. Existing previously approved fire escapes which are structurally safe shall be aooept- abk as one of the required means of egress. SL New or existing fire escapes shall be acceptable as one of the ~ required means of egress provided they extend to the ground and are easily negotiated,' adequately signed, and reasonably equivalent to prevailing code requirements. Access shall be by an opening having a minimum dimension of ;Z9 inches when open No sill shall be more than 30 inches above the floor or landing' 3. In lieu of total conformance with existing exiting requirements, the enfordng agency may accept any other a~ndition which wiU allow or provide for the ability to quickly and safely evacuate any portion of a building without undue exposure and which will meet the intended exiting a-nd life safety stipulated by these regulations. ~~ 4 The enforcing agency may grant reasonable exceptions to specific providona cov- ered under applicable regulatior~s where such exceptions will not directly affect the life safety intended (Examples: Existing door openings, and corridor and stairway width: of less than the specified dimensions. may be permitted provided there is sufficient width and height for a person to pass through the opening or traverse the exit; existing stairways having risers and treads at variance with the specified rise and run for the occupant load and use may be permitted. eta;l 5. Upon specific approval of the enforcing agency, the front or main exit doors need not be rehung to swing in the direction of exit travel provided other approved means of exiting as necessary for the total occupant load served is otherwise provided. NOTE: Authority cited: Sections 18950-1896(1, Health and Safety Code. Reference: Sec- tions 18950-18960, Health and Safety Code. ~.~ '~ • • TITLE 54 STATE HIS'PORICAL BUILDING OODE ~ B~SOg Iltpbtor 7R No. K-i~i7~1 ~p` $.g]~ • ~--- .CHAPTER 8-8~ FIRE PROTECTION DETAILED ANALYSIS • Section &800. Basic Provisions ~ • 8-801. Purpose &802 Fire Zone . 8-SOt3. Fire hazard 8-80. Automatic Fire Extinguishing System 8-806. Fire Alarm Systems 8-806 Fire Resistive Construction S•i80r11. .Interior Wall and Ceiling Finish 8.808, Maximum Floor. Area &809. Vertical Shafts 8-81Q: Roof Covering _ 8.800. Basic Provisions. • (a) The provisions of this chapter, asset forth in the table below, are hereby ~~ -' ado. pled for the purpose of providing the basic construction regulations relating • to fire protection (b) The following table identifies those sections of this part which have been adopted by the listed agencies. See Section &104 for explanations of the ab• breviations used in the table, the application of the regulations, and their in-~ tended use. TABLE NO. 8-8A Cady IK'D fkD LISA (u~i QQI v sue. ~ : s~ sxs ~c pn nfa GI~FLi G~ s~ D~U7' ACR ri sOC DiAB Ci ~irc ~~-•-- _... _. - -- - - - - - - - x ~.. The above table is provided for the benefit of the user and is for information only. NOTE: Authority cited: Section 18959:Sr Health and Safety Code. Reference: Sections 18860-18960, Health and Safety Code. 8-801. Purpose. The purpose of this chapter is to provide a reasonable level of 8re protection for historical buildings as an alternative to prevailing code and are based pri- marily on life safest' to the occupants and tofire-fig~~ing personnel It is not the intent to protect the pro rty and by so doing adversely affect the historical• aspect of designated buildings, NOTE: Authority cited: Sections 18960-1896Q Health and Safety Code. Reference: Secs lions 18960-189804 Health and Safety Coda 8-805. Fire Zone. • Re ardless of location, every historical building shall be considered as ff ill Fire one 3. NOTE: Authority cited: Sections 18950-1896q Health and Safety Code. Reference: See- • lions 18960-189604 Health and Safety Code. .. . ~ 8.803 STATE HISPORICAL BUILDING OODE T1TI.E g4 8803. Fire hazard. u No person shall permit an;y fire hazard relating to a building standard to exist ~~ on premises under their control, or fail to take immediate action to abate such hazard when required by the enforcing agency. NOTE: Authority cited: Sections 18954-1896Q Health and Safety Code. Re6erenoe: Sec- tions 18950-1896Q Health and ;iakty Code. 8.804. Automatic Fire Extzuguis6in Systems. (a) Every historical building which does not conform to the construction requirements specified in prevailin code for the occupancy or use and which constitutes a distinct fire has:ard shad be provided with an approved automatic fire extinguishing system, a:. deemed appropriate by the enforcingg agency. (b) An automatic fire extinguishing system shall not be used to substitute for or act as an alternate to the; required number of exits from any facility. (See Cho er 8-7 for exiting requirements.) ~ _ (c~ Automatic Fire Extinguishing systems shall be provided in every deten- lion facility in accordance with the provisions of Subsection (a). ~..~ NOTE Authority cited: Sections 18950-18960; Health and Safety Code. Referonoe: Sea lions 18960-18960; Health and ;iaety Code. SOS. Fire Alarm Systems. (a) Every historical building classified as a multifamily dwelling and which does not conform to the construction or fire resistive requirements of prevailing code as appropriate for the occupancy in question shall be rovided with an approved automatic fire alarm system having detectors which will respond to visible or invisible particles of combustion EXCEPTIONS: ~, I. Heat detectors may be used in closets, under floor areas, in storage rooms, bath- rooms, attached garages, attics, plenums, laundry rooms, and rooms of similar use. 2 Buildings provided with are automatic sprinkler system throughout and conforming to prevailing standards, provided an approved detection device whkh will respond to visible or invisible particles of combustion is installed in every sleeping room or area, or In the corridor or area immediately adjacent to every sleeping room or area. (b) All other occupancies shall be provided with fire alarm systems as re- quired by prevailing code. NOTE Authority cited: Sections 18950-1896Q Health and Safety Code. Aeferenoe:.Seo- tions 18960-18960, Health and :iafety Code. 8-ti06~, Fire Resistive Coastruetion. (a) Exterior wall eonstniction and opening protection in relationship to property .lines shall be as required by prevailing code, except that automatic sprinklers ma be installed on the exterior under the roof line with at least one sprinkler head located over each opening required to be rotected Additional sprinkler heads shall also lac distributed along combustible walls that do not meet the fire resistive regtvirement due to its relationship to property lines as required by prevailing code:. Such sprinkler system ma be connected to the domestic water suppply on the street-main side of the building~shut-off valve. A shut-off valve may be installled for the sprinkler system provided it is locked in an o n position • (b~One-hour fire-resistiwe construction throughout shall not be required regardless of construction air occupancy. NOTE Authority cited: Sectiau 18950-18960; Health and Sakty Code. Refee+enoe: Sao- lions 18950-1896Q Health and :Safety Code. TITLE g4 STATE HIS"PORICAL BUILDING LADE . ~ 8$10 ~~ -- 8807. Interior Wall and Cuing Finish. Interior waU and ceiling finish shall conform to the provisions of preva~iling code. Existing nonconforming materials used in such finishes maybe atul~toed with an approved fire-retardant paint to lower the rating of the natural finish to within reasonable proximity of the required rating For wood, lath, and plaster walls, see Section 8-905 (b) . NOTE: Authority cited: Sections 18950-1896Q Health and Safety Code. Reference: Sec- tans 18950-1896Q Health and Safety Code. 8-808.. Ma:®um Floor Area. (See Chapter &4.) `NOTE Authority cited: Sections 18960-1896Q Health and Safety Code. Reference: Seo- lions 18960-18960, Health and Safety Code. 8.80x. Vertical Shafts. Openings extending vertically through floors shall conform to the provisions of prevailing code. . EXCEPTION NO. 1: Vertical shafts need not be enclosed when such shafts are blocked ~-" at every floor level by the installation of not less than 2 full inches of solid wood or equivalent construction installed as to prevent the initial passage of smoke and flame. EXCEPTION N0.2 Approved automatic sprinkler systems maybe considered on a ease by case basis, in lieu of eneloaure of vertical shafts and stairwells. NOTE Authority dted Sections 18850-18960, Health and Safety Code. Reference: Seo- tans 18850-1896Q Health and Safety Code. 8-810. Roof Coverm hoof coverings shall be as required in prevailing code, or ma be of any material compatible with the historical architecture of the building provided ~__ a manually operated deluge type sprinkler system supplied from the domestic water supply is provided on -the roof and is so designed and arranged as to saturate all roof surfaces upon activation (See Section 8-908 Roof Covering,) NOTE Authority cited Sections 18950-1896Q Health and Safety Code. Reference: Sec- tions 18®60-189GQ, Health and Safety Code. ~'~ • ~~..~ .\~ ~~ TPIZ.E ~! STATE HISTORICAL BUILDING CODE ~ 8.~pj • te.N.:.. ~a No. as-sa~aM (P~ g.gg) '~ CF[APTER &9. ARCHAIC MATERIALS AND METHODS ~ . OF CONSTRUCTION . , ' DETAILED ANALYSIS Section _ , . &90a Basic Provisions &901. Intent &9Q2 Scope . &909. General Engineering Approaches ~ ,. . . 8-901 [Na~onry &906. Wood 8-80& Concrete .. &902 Steel and Iron &906, Roof Covering ~ ~ _... .... &809. Glass and Glazing 8-91a Glossary . &911. Bibliography '~~._... 8-900. Bssic Provisions ~ ~ .. - . (a) The provisions of this chapter, asset forth in the table below, are hereby adopted for the purpose of providin the basic construction regulations relating to archaic .materials and methods o~ construction (b) The following table identifies those sections of this part which have been adopted by the listed agencies. See Section &104 for explanations of the ab- breviations used in the table, the application of the regulations, and their in- tended use. -' • . . TABLE NO: &9A ~\"_~ Cody lK.9 fX.b Q~ QS~I Q~fl sn'Ru• 1 i SFY sss MC PD DflS QSNA (,~ SNB DiDT' ACR fA sUC DOE G Eotirr (~pter....._..__........... - - - - - X The above table is provided for the benefit of the user and is for information only. N07'E Authority cited: Section 18959 5, Health and Safety Code. Reference: Sections 1896a-1886q Health and Safety Code. • .. . 8-901. Intent. (a) It is the intent of this chapter to provide for the use of historical methods and materials of construction that are at variance with specific code require- ments or are not otherwise codified (b) It is the intent of this chapter to provide guidelines for the use of archaic methods and materials to reinstall existing or match existing or on ' with new materials of the same class even though they are at variance with prevail- .. Ing code. (c) It is also the intent of this chapter that any historical construction method or material may be combined with any code material to an extent on a case by case or item by item basis to provide the most, or desiredyauthenticity that • may be developed by the owner, his architect or engineer, and the code en- forcement authority to maintain the historical authenticity of the qualified historical building. NOTE Authority cited: Sections 18950-18960, Health and Safety Code. Reference: Sec- tions 18950-188fiQ Health and Safety Code. 8.905 STATE HISTORICAL BUILDING CODE TITLE 24 (p~ ~'~) (RoplstMr 78. No. ~4-i~7'YI 8-905. Any method or material that is (or is similar to) the historic fabric of a structure that may have been dropped from present codes, was a known type of construction in the past, has served a useful purpose in the structure, and was a part of the historical structure is covered hereunder. These methods and materials may be used or re-used in the structure. NOTE: Authority cited: Sections 18950-18960, Health and Safety Code. Reference: Sec- tions 18950-18960, Health and Safety Code. 8-903. Cenerstl Engineering Approaches. Conformance to basic engineering practice or procedure is required to the extent applicable, providing that the archaic structure has withstood those loads that have been actually imposed historically and that methods of suePort are those that were used Additional strengthening of historic buildings should be provided where a lack of stability is indicated. Allowable stresses for archaic materials may be assigned,. based upon similar conventional codified materials, or tests, as hereinafter indicated. The architect u or structural engineer in responsible charge of the project may assign allowable stresses to archaic materially which in his professional judgment represent the conditions, quality and nature of the archaic materials. Designs shall provide an adequate resistance to the vertical and lateral forces to which the building may be subjected Such assigned allowable stresses shall not be greater than those provided for in Sections X904 through X907 without adequate testing and shall be subject to the concurrence of the enforcing agency. When using archaic materials to resist lateral forces, consideration should be given to the past performance record of such materials during actual earth- quakes. The general confif;uration of the building should be considered as to .~• its tendency to generate rotational and non-symetrical forces which would result in failure of such materials. (Also, see Chapter 8-5, Alternative Structural Regulations.) NOTE: Authority cited: Sectioms 18954-18960, Health and Safety Code. Reference: Sec- tions 18950-18960, Health and Safety Code. 8-904. Masonry. (a) Existing solid masonry walls of any tyke, except adobe, may be allowed, without testing, a maximum value of four pounds per square inch in shear with a 'b increase for lateral forces where there is a qualifying statement by the architect or engineer that an inspection has been made, that mortar joints are ~-' filled and that both brick :and mortar are reasonably good. Allowable values above apply to unreinforce~d masonry, except adobe, where the maximum ratio of unsupported height or length to thickness does not exceed 12, where mini- mum quality mortar is t~:d or exists. Higher quality mortar may provide a greater shear value based o~n analysis by the architect or engineer. Wall height or length is measured to su~~porting or resisting elements that are at least twice as stiff as the tributary wa 1. Stiffness is based on the gross section. Allowable shear stress may be increased by the addition of 10~ of the axial direct stress due to the weight of the wall directly above. (b) Totally reconstructed walls utilizing original brick or masonry, con- structed similar to original, shall be constructed in accordance with prevailing • code or shall be tested as required and approved by the enforcing agency. Minor repairs or infills may be constructed in a similar manner to the original walls without conforming I;o prevailing code. TTI'I.E 84 STATE HISTORICAL BUILDING CODE ~ 8-905 lRpiatK 7l~, No. ~--aZ67Y1 (~ ~7) `~~ (c) Adobe: Unburned clay masonry may be erected or re-erected pursuant to the following stipulations: (1) Unreinforced adobe masonry shall not exceed aheight orlength tothick- nessratio of 6, or 5 for the most hazardous earthquake zone, for exterior bearing walls and must be provided with a reinforced bond beam at the top, intercon- nectingall walls. Minimum beam depth shall be 6 inches and a minimum width of 8 inches less than the wall width Minimum wall thickness shall be 18 inches for exterior bearing and 10 inches for adobe partitions. No adobe structure shall exceed one story in height unless the historic evidence indicates a two story height. In such cases the height thickness ratio shall be as above for the first floor based on the total two story height and the second floor wall thickness shall not exceed the ratio 6 by more than 20 s'o . Bond beams shall be provided at the roof and second floor levels. ~2) Foundation footings shall be reinforced concrete under newly recon- structed walls and shall be 50 % wider than the wall above, soil conditions permitting, except that the foundation wall may be 4 inches less in width than the wall above if a rock, burned brick, or stabilized adobe facing is necessary to rovide authenticity. ~3) New or existing unstabilized brick and adobe brick masonry shall test to 75 9b of prevailing code tests for strength. Unstabilized brick maybe used where existing bricks are unstabilized and where the building is not susceptible to flooding conditions or direct exposure. Adobe may be allowed a maximum value of 4 pounds Der square inch for shear with no increase for lateral forces. • .- (4) Mortar may be of the same soil composition and stabilization as the brick in lieu of cement mortar if cement mortar is required by prevailing code. (d) Nominal tension stresses due to seismic forces normal to the wall maybe neglected upon the advice of the architect or structural engineer for the project if the wall meets thicl.nesses requirements and shear values allowed by this code. NOTE: Authority cited: Sections 18950-18960, Health and Safety Code. Reference: Sec- tions 18950-18960, Health and Safety Code. . 8-905. Wood. (a) Existing wood diaphragms or walls of straight or diagonal sheathing shall be assigned shear resistance values appropriate with the fasteners and materials functioning in conjunction with the sheathing. When prevailing code lateral __ force levels are used, the following representative resistance values can be considered as a guideline: Roofs with straight sheathing and roofing aePlied directly to the sheathing may be assigned an allowable seismic shear value of 250 pounds per foot and straight sheathed floors with finished wood flooring mayy be assigned an allowable seismic shear value of 500 pounds per foot. (b) Wood, lath, and plaster walls may be considered in accordance with codes, standards, and listings published prior to 1943 whereby a wood stud wall assembly with g m or lime plaster on hand split or sawn wooden lath obtains a one-half hour fire resistive rating. This rating may be increased to as much as one hour by filling the wall with mineral wool: To receive this consideration, the construction should be adequately fire stopped Structurally, for the pur- pose of lateral resistance, it should normally be assumed that such a wall should have a shear value of 50 pounds per foot each side. &906 STATE HISTORICAL BUILDING CODE TITLE 24 (p~ &~) (iipiator 7'Y` No. x--0~67l1 (c) Existing or new replacement wood framin may be of archaic s ~ originally used if properly researched, such as balloon and single wall ~ood joints such as dovetail and mortis: and tenon types may be used structurally, provided they are well made. Lumber selected for use and type need not bear grademarks, and greater or lesser species such as low level pine and fir, box- wood and indigenous hardwoods and other variations maybe used for specific conditions where they were or would have been used. (d) Wood fasteners such as square or cut nails may be used with a maximum increase of 509b over wire nails for shear. NOTE: Authority cited: Sections 1895(1-1896Q Health and Safety Code. Reference: Seo- lions 18950-1896Q Health and Safety (:ode. 8-906. Concrete. Use of Natural Cements concrete, unreinforced rubble concrete, and similar materials may be utilized wherever that material is used historically. NOTE Authority cited: Sections 1895(1-18960, Health and Safety Code. Reference: Sec- tions 18960-18960, Health and Safety Code. ,~ J 5.907. Steel and Iron. The hand-built, untested use of wrought or black iron, the use of cast iron or grey iron, and the myriad of joining methods that are not specifically allowed 6y code may be used wherever applicable and wherever they have proven their worth under the considerable span of years involved with most historical buildings. Retro fitting for uplift shhould be considered, and the elimination of • fixed conditions or mid-height lal:eral loads on cast iron columns that could cause failure should be taken into account. Existing structural wrought, forged steel or grey iron may be assigne(i the maximum working stress prevalent at the time of original construction. '~% NOTE Authority cited: Sections 1895018960, Health and Safety Code. Reference: Seo- lions 18950-1896q Health and Safety (:ode. 8-908. Roof Covering. Shake roofs can be considered iri their many forms to be equivalent to those allowed in present codes as "certified shakes or shingles". The shake can be as long as the slope of the rood in one piece, or it can be made of almost any splitable material, such as redwa~d and sugar pine. Such materials may be utilized to their fullest extent along with contemporary methods of providing ' fire retardance to shake roofs, treatment methods or interlayment of asbestos or metal, or both, without the use of certified base materials. Tile and Brea roofs ~'• constructed in the traditional manner may qualify as Class A fire and fire retardant, respectively. NOTE: Authority cited: Sections 1895CF-18960, Health and Safety Code. Reference: Sec- tions 18950-1896q Health and Safety (:ode. 8-909. Glass aad Glazin& All glass and glazing in historical. buildings which is subject to human impact shall conform to the prevailing code. EXCEPTION: Vll}ien approved by the enforcing agency, permanent fixed protective guards, deep surrounds. protective systems, devices. signs, or waiver of requirements that . would affect historic fabric may be substituted for the specific requirements of prevailing • code. NOTE Authority cited: Sections 1895C--18960, Health and Safety Code. Reference: Ser lions 18930-18960, Health and Safety (:ode. TITLE St4 STATE HLS"PORICAL BUILDING CODE ~ &910 11tMittw 7R No. i~-i~i7'~I (p` 8'`39) `~ 8-910. Glossary. In older construction, many words and phrases explaining methods and materials have been dropped from today's vocabulary. In analyzing a histork~l building, these words and phrases are an important of the hLStoric fab ' of a building. •I~e materials represented thereby are generally acce ble and adcLtional information concerning them may be found in the publications listed in the Bibliography and other sources. Listed below is a partial list, but an important list, of methods and materials that may be encountered Adobe masonry Ashlar Facings Balloon Framing Bridging of Floor Beams Buttressing Cast Iron Columns Cements: " ~~--- Artificial cements (Portland cement) La Farge cement Grappier cement Natural cements Chain Supports Circular Stairs Clearance to Fireplaces from Combustibles • Conveyers, Antique C finder Beams Electrical: ~- Carbon Arc Knob and Tube Moore Tube Elevators, Antique Floor Beams, Framing: Brace frame construction, mill construction Glass, Old versus Tempered Glass Rules Grade Markers Ground Clearance Under Construction ' Hand Rails-2'8'' to 2'10" ~-' Hardware, Mortised or Surface Hollow Clay Tile oasts Framed into Header in Lieu of Double joists ly Columns, Old Lattice Trusses Lead Pipes . Loop Truss Lumber. Low Grade Lumber: F-600 Reusing Lumber Magnasite Cement Masonry Arches ~- 8.910 STATE HI:i PURICAL BUILDING OODE TITLE '~i4 (p~ 8.4U) 111Nhb- ~ Na i~--~7N M S rt d W d ~ asonry uppo e on oo : `,. Foundations Hearth ~ . Lintels Mill Construction Mortar Stren hs . Mud Sills on ~rade . Nails: Square or otherwise and their relative values Reinforcing: ff l Bu a o Bar, Expanded Meta Square Bars, Smooth Bar, Hog Wire, Metal Truss Lath, Ransone Twist Reusing Lumber Reverse Arc Footing Riveting Roofing: ~ -Boa shook shingles , Hand split shakes ~ - Hand split shingles Sash Cords Shingles: Cedar, Pine, Redwood, Sprcice, Sugar Pine Ships Ladders Single Wall Construction Slate-old English-not pitched to code Special Sidings , Sprinkler Systems, Antique: Roof Monitor and Water Cuirtain Structural Cast Iron and Gray Iron Castings Trusses, Lattice Unreinforced Masonr .. Adobe; Brick with Lime Ma~rtar; Rubble Concrete; Stone Ventilation Requirements, Old Code: Auditoriums-1200 cubic feE;t per hour per person Four or less persons-none :required Theaters-6 changes Wood Lath and Plaster: 32" and 48" Pine, Scratch Lime Coat with 1'~ Bushels of Hair/Sack Wood in Masonry Pockets for Wood and Reinforcing -~ Wood made joints and connections, mortise and tenon Wrought Iron The above may represent a fi~w of the areas of concern relative to the historic construction that establishes the authenticity of an historical butldin~ Due consideration should be i t th i hi i i i f d g ven o e r stor eng neer ng c per ormance an values NOTE: Authority cited: Sections 1896x-18960; Health and Safety Coda Reference: Sec- tions 18960-1896Q Health and Safety Code. • 1Tl'I.E S4 S'TATE HiS'PORICAL BUILDING OODE ;;8911 111Misar 7R Na iF-ia~7N ~ (~ 8-41) ~ 8911. s hy. ~ .: ;- ; . ~..:_ ;; ;, ;. To aid the g officials, owners and architects, listed is a bibliography of old books snd periodicals where these archaic methods and materials are docu- mented ~ j. , , "American Architect and Architecture'; 1876 (journal) - : .. - . ~ , "The Architect'; 1923-24 (journal) .- ::. ~....,.::~ ::.. . `"1'he Architect' ; ~ ~A. Drummond, Publisher, San Francisco 1860-1917 Architect and Builder Magazine, 1900 . "Architect and Engineer of California'; 1906 (journal) . ~ .. ~ .. "Architect and Engineer'; The Arch do Engineer Company, San Francisco, 1906 "The Architects' and Builders' Handbook'; Nolan T., and Kidder, F., john Wiley do Sons, New York, 1884, 1892, 1897, 1904, 1915; 1921 Architecture, Forbes b Company, Ltd,. New York, 1909 Architecture and Building, William Comstock Ca, Warren St., New Yor~C, 1882-1938 ~~-~ Architecture, Carpentry, and Builder, Cyclopedia of; Carpentry 4c Builder (Ten Volumes), American School Correspondence, 1909 Architectural Engineering, Hi h Rise Construction, j. K. Freitag 1906 Architectural Forum , 1917 (~ournal) "Architectural Graphic Standards'; Willey d~ Sons, First Edition Architectural Iron Design and Detailing D. M Driscoll, 1926 The Architectural Magazine and journal, Loudon, j. C., London, Vol. I-V, 1834 • Architectural Record, The; Record 4c Guide, New York, Vol 1, 1891 Architectural Review, Philadelphia, Hedgestone Arch., Boston, Mass., 1915 - " "Architectural Review'; 111 (Boston Journal) Architectural Terra Cotta, National Terra Cotta Society (Details, 1914) "Brickbuilder", 1898 (Brick Journal) "Builder", 1843 (British) Building Codes in Certain Areas, Original Issue of Building Construction and Superintendence-Part I-The Masons Work; Part II-Tt~e Carpenters Work; Part III-Trussed Roofs F. E Kidder, 1802 (Three Volumes) "Building and Fire Ordinance", San Francisco Building Code, 1895 ~ "The Building Law", San Francisco Building Code, 1913 The Carpenter s and Builder s Assistant and Wood Worker s Guide, Gould, Lucius; A. J. Bicknell ~ Ca, New York, 1874 Cast Iron Architecture in America, Origins of; New York Iron Works (Reprint of 1850's catalogue) Construction Details (?), F. W. Chandler (1892, Boston) "A Dictionary of Architecture and Building'; String Russell; The Macmillian Ca, London, 1906 Forrest Products Laboratory Tests-various Good Practice in Construction, P. G. Knoblock .I. A. Auditorium, 5th do .Olive Street, Whittlesey, Charles F, 1906 Palliser s Modei Homes ,Palliser and Co., 1883 ~ &811 ~ STA1E HISTOiUCAL BUILDUVC OODE TITLE 4r! Pencil Print: and 3ve Architecture (ma ) Reinforced Co~ncret~lings, Ran'ome, EL, S fey, A. Outdated Steel Handboolu~ .:. ,. "Sweet: Inder Catalogue of Building Construction", Mchitectural Record Uniform Building Code, 14190 (Pacific Coast Building. Office) ~ ' . ,~ ~ , Construction Handbook, Construction Correspondence School. ICS 1870 NOME Authority cited: Section, 18660-1896Q Health and Safety Code. Referonoe; Ser boos 18664-1A9®Q Health and Safety Gala ~ .. . .i i ~. •I T!1'I.E gl STATE HIS"I~ORICAL BUILDING OODE ~ &100g ta.ai.~.. a~ tw. a,-sat '.(P- ~) •~ ~ CHAPTER e-ia .HOUSING M DETAILED ANALYSIS . ' , ; ' ,' ~ . Sectiott ... ~ , .; , K-t000~ I~ic Provi:iora _ , . . ~1-1001. ..:. ,.... 8• IOOg. Applieatioa and Scope ~ ~ . , . ~ .; i .. . t{-1004. Ahernative Esit Definitions ~ , 3 ; : •~ :, ~ X1001. Space and Occupancy . .. . ~ ~ , 8-t006~ Light and Ventlhtion ~ . ~..: ti-1006 Alteration and lZepair 11-100?. Esiting• - ,. &1000. Basic Pr+o~visions. . (a) The provisions of this chapter, asset forth in the table below, are herby adopted for the purpose of providing the basic construction n~gulatio~ relating to housing. . (b) The following table identifies those seetiorta of this part which have been adopted by the listed agencies. See Section 8-104 for a ~~aann~~tttiona of the ab- breviations used in the table, the application of the ne~~slaNona~ and their in- tended use. , TANLE NQ &IOA ~ , sue. ~ ~ sa~r sxs s~ ~v as aa~i c~c sr~ avr ~tal ri sac mr ci tatin~ (7rQler......_..... ... - - - - X . - _ The above table is provided for the benefit of the user and is for information only. NO'iF_• Authority cited: Section tA666~Sr Health sad Safety (',ode: tefennoe: Seetioa: ttlo6(--t~t~ Hcahh and SJety Code. . 8.1001. , . , • The yep of this chapter is to rovide akernative re uireinents for uali- fied h~ori~cat buildings of dweUin p rpe o~ecupancies while maintaining a rea- sonable degree of protection for l~e~ heslth and safety for the occupants. 1VOTE: Authority cited: SGctioos 18660-18i16Q, Health and Satiety Code. Reference: Sao- liens 18660-Ii1600. Heahh and Safety Code. .~ . 8-100. Application and Soopa .:. • :`~ .` •<. The provisions of this chapptter shall apply to all qualified historkal buildings used for human habitation '1'lwse dwelling units intended only for display need not comply with the requirements of this chapter. NOTE:: Authority cited: Sectloru 18660-18B8Q Health sad Safety Code. Reference: Sec- tions 11!6160-1tl6f~A~ Health and Safety Code. r~ U ~ 8.1003 STATE HISTORICAL BUILDING OODE ~ ~ ;T1TLE..4r1 (p. 8-44) : 11'lNbt~- 7R ts.. s~-sa~r~ 8-1003. Alternative Exit Defn~itions. ~ . ed' Exit Ladder Device.' l:,xit ladder. device is a permanently, installed, fixed, folding, retractable, or hinged ladder intended for a means of emergency egress from areas of the second or third floors. Its use shall be limited to QS' in lenggth and to residential occupancies of less than 10 persons. ` '' ~` (b) Fire Escapes. Fire esa~pes, for 10 or more persons, see Chapter 8-7. NOTF• Authority cited: Section: 18950-18960 Health, and Safety Cade. Rekreaoe: Sao- lions 18950-1896Q Health and Sa&ay Code. & 1004. Space. and Occupancy. ~ ~~ Room Dimensions. Rooms used for sleeping purposes may contain a mini- mum of 50 square feet floor area provided there is maintained an average ceiling height of 7 feet. Other habitable rooms need only be of adequate size to be functional for the purpose intended.. NOTE: Authority cited: Sections 18950-1896Q Health and Safety Code. l~eferenoe: Sao- lions 1!3950-18960. Health and Safesty Code. 8-1005. Light aad Ventilation. - . Window area of 896 of the f (oor area or 8 sgtutre feet may be permitted in all habitable rooms Windows in sleeping rooms shall be '~4 oppeenoble. Dwelling occupancies need not be provided .with electrical lighting Howev- er, hotels, motels and apartment houses must be provided with a means of artificial illumination acceptable to the enforcement agency. NOTE: Authority cited: Sections 18950-18960 Health and Sakty Code. Rekrenoe: Seo- lions 18950-18960, Health and Safety Code. &1006. Alteration aad Repair: The alteration and repair of historical buildings may permit the replaoementt~~ retention and extension of original materials and the continued use of original methods of construction provided a life safety hazard is not created or con- tinued in existence. The amount of alterations artd repairs permitted under prevailing code are not limited provided there is r-o increase in floor area, volume, or size of the structure. . . NOTE: Authority cited: Sections 18950-18960. Health and Safety Code. Rekrenee: Sao- tins 18950-1!3960, Health and Saferty Code. ,; 8.1007. Ex~mg. (See Chapter &7.) ~ . NOTE: Autlu~rity cited: Sections 18950-1896Q, Health and Sakty Code. Rekrence: Sao- lions 18950-18960, Health and Safety Code. u ~~ ~~ ~,~ ~ STATE HISTORICAL BUILDING CODE C~8'I~) 111e01sar ~ HN. ss--sa~~l ~.... .~, CHAP'T'ER &11. HLS'fORTC DIS1`RIG"IS. ., , SITES AND OPEN SPACES .. . DETAILED ANALYSIS ~, ' Section . . &1100. 8~sic Provisions : ~ ` &1101. Purpose , . - _ . , &110il. Site Relations &1108. Scope &110 Applicability &1100. Basic Pro~v~ions• a ~ o~ this chapter, asset forth in the table below, aver ~r~Y ~ [~ tp~rpos~e of providing the basic construction regulations 8 to historic districts, sites and open spaces. b The following table identifies those sections of this part which ~ the ab- adop)ted by the listed agencies. ~ Section &104 for exelanahons lions tiled in the table, the application of the regulations, and their in- brevw .. tended use. TABLE NO. &11A ~ /~ ~ USA QSA QSH ~,~,. ~ s ~ sts he rn nKS ~+ c~c sr~ arr,icr~ ri eac nog ca . _ x Latin e~„,~te<...-.........._....-. - The above table is provided for the benefit of the user and is for information NOTE: Authority cited: Section 169.5, Health and Safety Code. Reference: Sections 111960-1t19fj0. Health and Safety Coda &1101. Purpose• It is the purpose of this chapter to permit alternative regulations and criteria to govern the impact of development or redevelopwent on sites, open space, artifacts and landscaped areas coinciding with the rehabilitation, accessway, p rvaton, restoration, relocation or reconstruction of designated istoric bu dings or historic districts. ~. Reference: Sec- NOTE: Authority cited: Sectbns 18'860-18984 Health and Safety lions 111960-18980; Health and Safety Code. &1108 Site Relations Imofar as prevailing regulations, standards and requirements ma impact on n s aeoeasway, artifacts and landscaped areas within historic disc ales, ope pace, trios or beyond the historic structure proper, tg~h ~ o~~ b pu~ or dist~ric~ come within the purview of this code. A deli may be considered to include the site, open space, aceessway andegr dscsped ~yis beyond the iinmedlate st~uure or districtmThe relationship beatw~ee~n a . snd significant to the lilatonc strict rtanoe ~ histone districts. sirticture and its site is important and of special impo Districts consist of a series of buildings that form the urban character of the area and the ties to ks: significant structures which su port the district. Viewed as a whole, with the spaces between the structures ~ineluding streets, sidewalks, landscaping and street furniture) a total t~ieeanl >~ ~ece ~e8ef ences Sec- NOTE: Authority cited: Sections 18850'18984 ti!*ns 1i+a~lf-1~?gtl. Health and Safety Code. ~-1103 S'P'ATE HIS'I~ORICAL IaUILI3IIVG COpE TITLE ~ ~~` ~~ ~ ta.~,aa. ~a Ne. s~-a~~r 8.110a Scape, ~ The range of forms and pphysical features to which alternative design ~tand- ~ards and regulations may be ap ~)ied include, but are not limited ta. natural open space, including earth, roc; water and vegetation; landscapin gardens and plant materials; landscape features includingg walla, fences, tre yard h ts, pools, lawn and garden orn,amentationssndthe like; tics,. courts„ maUa, playy areas, shelters and promenades; destrlan and ve tlis, sidewaUcs, drivewa ~ ~ ~ ~~ including ys, par ng spaces service delivery. hash and garbage areas; grading topography and erosion contml; and public utilities _ NOTE: Authority cited: Sections 189~i0-18960; Health and Safety Code, Reference; Sec. tions 18860-18960 Heahh and Safety Cade. 8.1104. Appl' . Alternative regulations and criteria may apply to all sites open space access. ways, artifacts and landscape areas associated with designat d historic buildings or historic districts, NOTE: Authority cited Sections 18930-18960; Health and Safety Code. Reference: Sec- ~~ lions 18960-1~60~ Health and Safiety Code. ~I.E 24 STATE HISTORICAL BUILDING CODE ~ 8-1$02 • - 111ooistnr 7!~ No. ~--~~701 (p. ~7) '~- CHAPTER 8-12 SPATE HEALTH AND COIVIINUNITY CARE FACILITIES DETAILED ANALYSIS Section 8-120Q Basic Provisions 1i-1201. Health Care Facilities 1i-1202 Community Care Facilities 8-1200. Basic Provisions (a) The provisions of this chapter, asset forth in the table below, are hereby adopted for the purpose of providing the basic construction regulations relating to State health and community care facilities. (b) The following table identifies those sections of this part which have been adopted by the listed agencies. See Section 8-104 for explanations of the ab- breviations used in the table, the application of the regulations, and their in- tended use. TABLE NU. it-12A Cody fK9 fK:D LISA GtSA G!S/! SMiar I Y SFIN SSS HC PD D/iS G1SfU CEx SfIB DOT ACR Y~4 BOC DOB C1 F.ntirr Cl~pter ........................ - - - - - - - - X - - - The above table is provided for the benefit of the user and is for information • only. NOTE: Authority cited: Section 18959.5,. Health and Safety Code. Reference: Sections ~`' iH95()-18960; Health and Safety Code. 8-1201. Heait6 Care Facilities. Pursuant to Section 18958 of the Health and Safety Code, the State Office of Statewide Health Planning and Development shall have the authority to adopt these alternative building regulations (subject to the constraints of Section 8,502) of this code and to consult with the State Historical Building Code Advisory Board on its interpretation and enforcement for the rehabilitation, restoration, preservation or relocation of qualified historical buildings housing health facilities within its jurisdiction. Such regulations shall be reasonably ~~_ equivalent in quality, strength, effectiveness, fire resistance, durability and safety to the prevailing code for the occupancy affected. NOTE: Authority cited: Sections 18850-18960, Health and Safety Code. Reference: Sec- lions 1li9.50-18960, Health and Safety Code. 8-1202. Community Care Facilities Pursuant to Section 18958 of the Health and Safety Code, the State Depart- . ment of Social Services shall have the authority to adopt these alternative building regulations (subject to the constraints of Section 8-502) of this code and to consult with the State Historical Building Code Advisory Board on its inter- pretation and enforcement for the rehabilitation, restoration, preservation or relocation of qualified historical buildings housing community care facilities • within its jurisdiction. Such regulations shall be reasonably equivalent in qual- ity, strength, effectiveness, fire resistance, durability and safety to the prevail- ing code-for the occupancy affected. NOTE: Authority cited: Sections 18950-18960, Health and Safety Code. Reference: Sec- , lions 1tf950-IH960, Health and Safety Code. .. ~ 8-l~ STA1E ~j1S'rOR1CAL BVILDINC aL1DE TrI~.E ~/ . •I T11'I.E 84 ' STATE HIS'TORiCAL MU11.DiNG OODIr ; 81308 ttt.N.ar sa N.. a•-~oaa~~t (p~ 8.49) ~. CH[APTER g-13 ALTERNATIVE HANDICAPPED PROVISIONS ' DETAILED ANALYS'I5 li-IatMl, Bnsir Pnwisions ti-13tH. Intent & 13t1:i Puryxist• K-131N. Appliratit~n . ii-13Q4~ Acce~ibility Fratures 1i-13uti~ E.wMnptions _ 81300 Basic Pr+owisioos.' (ul ''t'he provisions of this cha er, asset forth in the table below, are hereby ed for the ~ur~e of vid~ing the basic construction regulat~ns relating to ternative hand' ppr~oovisions. . (bl The folbwin to identifies those sections o~ this part which have been _~, adopted by the list agencies~See Section &104 for explanation of the appiica- . lion of these regulations and their intended use. . TABLE NO 1i-13A (:dr !KD X.71. Gtll Q~l QSi/ , . ti+di+r i 5;11 3~' fX: ~D DVi~ QSiil (~ S7/B DiOT ICA fl 6fX: Di01E CI f.~~lur (~ptrr...._..~........_.... ~ .. The above table is provided for the benefit of the user and is for information ~-- onl~•. ... !()T~.: AutlwMrilr ~~tecl: Section IK969~.5. Health and Safety Code. Reference: Sections it~3u-It#1fi11, Ikulth and Safety (:ode. Ilti"tY)Ht: . 1. Rrlxal~•r .~[ (:lwpter 11.13 (Se•cticHts ti-13W through tl-13oti) snd new Chapter 1i-13 tti~~•ti,M~xri-I:3Wthmughtt-13Ufi) filed lal7-i9;effectivethirtkthdaythercafter (:Qegister :41. ~~ ~). M~nr prNw hiator~•. see ReRbter.7a Noy 3a. 8~1~1. Lttntt. it is the intent of this cba er to establish guidelines that facilitate stress and ~_ tlse by the physically disabled to and in qualified historical structures or sites open to the public, while maintaining the signific~utt historical fabric or histori- c~l aspects of such structures or sites. ~UTF_• Autlwuit)• eited: Sectio~u 11~!)-1110f31~ Health and Safety Code. Reference: Seo- ti,Ma: I111b3A-ItlHfit~ Health a~xl Safeh• ('.ode. ~ ~ . 8-1~. Doouppee. ~ . - . ~...,.: . . Even qualified historical structure or site open to the public shall. provide accrss to the handicapped in conformance with prevailing standards or in rnnformartce v+-ith alternative provisions as provided by this chapter. \()Tl:.:. A~alwxit)• citrcl: tira~ti,au 1tf96t1-I1i8[iU.'Health and Safety Code. Reference: Ser li,NU. It+bI.3lF-If+~llill. Ilrail~~ and Safrt~• (:ndp. . . .. ~' 8'1303 • 1"1:x'1'!: IIl:TURI(:Al. AUILDlNC (;ODE 1`l1'LE g4 ( p• ~) l 1lpbtor 7R No.. q-.~11i~i47M 6.1303. purpose, It is the purpose of this chapter to insure that qualified historical buildin~s rnmpl} with prevailing provisions for access by the disabled unless such t:ornpli- ance ~~•ill destroy the historical fabric or historic~ll aspects. of the structure or site. if the historical fabric or asp ect is threatened by strict compliance with such provisions for access by the disabled, the authority charged with enforcement of prevailing rnde may authorize alternative standards or methods as provided by this chapter to assure reasonably equivalent access and use, and in a:treme sittwtions exemptions from they provisions of access if specified conditions are• tnet. Reasonably equivalent access means entrance and use of a facility by ptople with disabilities using standards and measurements which differ from prevailing provisions for access and which are individually tailored to the his- torical building or site. ~(Yfl;::1ntiN~rit~• eite•el: 5t•cticH~s It~S(l`11i9fitl• Health and Safety Code. Reference: See- , li~N~s Ih41.3A-11~1ti11 Ilc•ultl~ u~ul Suft•ty (:cxle. k-L304. Applicatiioo. Prevailing provisions for amess by the disabled shall be applied to qualified historical buildings unless it is. determined that strict compliance with such ... l~ro~•isions will destroy the historical fabric or historical aspects of the structure ur site. If the historical fabric or historical aspects are threatened, alternative 11rrn~•isions for access may be applied pursuant to 'this chapter provided the •- follu~~•ing rnnditinns are met: ;.~ ;: (a) such alternative provisia~ns shall be applied only on ~an item•by-item or c:-se-bv-case basis (see Table b~-13-1) (b) the alternative standards; are applied according to the priorities outlined in Table 1:3-2 whereby the alternative providing the most access is listed first. . (e) the official charged withh enforcement of the standards shall provide... ~~•ritten documentation stating t:he reasons for the application of the alternative statxl:trds. Such statement should include the opinion and/or comments of a representative local group of .disabled people and shall be available to the public on request. ~()TF:::1utlK~rity citril: k•ctinns 1~~5(1~-1~39fi01 Health and Safety (:ode. Reference: Sec' lions 11~~1~i1!`11if1(i0, Ne•uhh anti Sufelty ('.ode. & 1305. Aooessibgity Features. • Accessibility Features in qualiified historical buildinggss or sites including lifts shall be compatible so as not to disturb the historical fabric or historical as is ~~f the building. Adequate sign iinstruction shall be posted to indicate building ucrrss and their locations, and Ito assure their safe use. \UTF~ AutlHirit~• cite•el: Sections Iti95(!`It39EiA• Health and Safety Code. Reference: Sea . li,H~a IkSlil>`-is~1ti11. H~•uhh and Safety (:cite.. >Si-1308 Exemptions . If the historical fabric or aspect would be destroyed by the application of altenwtive access standards as provided by this chapter, an exemption from the literal rec ttirements for full and equal access or any alternative provisions may Ix~ lxo~•i~ecd only iE the follov-•irtg conditions are met: tai sttclt exemption is considered only on an item by item or case by case Irtsiic. • ,~. LJ ,," s Tl1`LE ~4 1"i'~Tr: ii1.S'TORIC.AI. AUILDIN(; CODE f 8.1300 ': ln.p.e« ~a Na ss--t~7r1 (p: ti,5 t) ,~ (b) interpretive exhibits and/or equal services of the exempted si t historical ~pects are provided for the public in a location fully aceessib usable by tFie disabled including people with hearing and sight im nt. - (c) services must be provided in an a~uible location equal to pro- vided in the exempted location (d) the official charged with enforcement of.the standards shall provide written documentation stating the reasons for the co uent exemption. Such statement shall include the opinion and/or comments of a representative local Rroup of disabled people and shall be available to the public on request. ~t)Tr.: ~~uthorit~• cited• SrMi<H~a 1l~6o-Iti984 Health and Safety Code. Rekrence: Seo- tNN~x 1~#1,3tFirt6lfit~ Hi-alth a~xl Safety Code. u ~_- TABLE d-f~f GUIDELINE8 TO ALTERNATIVE ACCE88 8TANDARD8 (FOR LISTED ALTERNATIVES UNDER HEADINGS A THRU D, SEE TABLE 8-13-2) Irrstrvcbaris: 1. Determine building category, t.e., II.D. under Building Type and Scale of Htstor[dty. iL Go to box in category under dtuatiom hr~diags. 3. Numbers In box refer to list of aiggested alternatives under that dtuation heading, Table &13.8. ~ , Ind dternsetva ody aptly ~ m4~f ~+~+ t~- 11~eee .lternattva should be used only wr6sre it b not poadble to mast prwa~ Dods. IUc,arnttvsr dwuld bs uasd ody io those portiioar of the bu0ding that are Yctuatiy hisc:,ti~al er are a haimtle of t5e orisinal histoeical b~dbdias. Ahrnattv~ea apply to aooen to lie phydeslly dhabied (ia w$eedcisaln). Alrr,~r-~.tives apply to qualified Iddaeial b~dldinp only. For ertf~er Madicapped resodardr, see State Mc!'itect'a i ~RWa~ Al-xrsvttvea are Used in priority order. rio aioernadves are avowed i,n aimulaoonr. Gtegtxy (FscYlity Type sad Scde ofKistorxxl3'1 . Publ;dy owned or leased b~utd' providing governmental services to general public (i.e., Gty Hall, Courthouse, etc.), adaptive use, restoration, or reconstruction. A. interior nonhi:tvrical, Exterior (shell) Historical all or part. B. Interior hisiorica{-.Rll or part, Exterior nonhistorieal. C. All historic-al-Major change in use, change to ocrunancy, i C EM7fY Phev:i/iirg C'.odes: Primary public eatrance with so- Doss to elevator: available Alterru~vrs 8, 4 8, 4 ~ C • S17VA?70N HEADINGS DOORS Pmcaslling Code:.• ~' clear opea- ~ ' -S' level per. pendicular to closed door -1: dear at itI'iICC side (~~) Alt+ernoOvrs TOILET ROOMS Phevsillr~ Codeea -• 3' X S' stall- clear • Length 38' Mtn. + water duvet A8' preferred Width 36' Mia., 42' . preferred Door 38' char Turn 80' Dia. Cirde Lvy. 8T' clear under For newly de- signed spacc,see prevailing Dodo. df LEVEIS Acres tb atl floors„ escept fn ot~'eoes, re- tat! shops -Floor oa gives story love! or ramped A/teaaativrat NA 1.8 _ ~ o .q. ~ Qe ~~ tv .~ ls7 .~ 70 n t- C C' d .~ ~ C a~ A Z e H 1. Exterior only None interior 1, 2 Interior only None exterior 1, Exterior 1, 4 In- Alterr~trvar None 1, 3 1.3 • ~ . - • ,~ 1~ i ~ ~ D. All bist~ocicaZ-Minor change in we to equal or less intendve 8, 4 1, F.rterior 1. ~, 1, 3 1.8 occupancy. limited services. Interior only pri~-ateiy awned bui3dings oi~ring services to consumers (i.e., sa- - louu, restauraa~ shops, etc.) or b~dldiagt owned by gov l d ernment a:.. or condgsfe to private operator. A. ,adaptive use restoration, recou~dructioas, Interior nonhisborie, 1, 4, 3, 4 1, F..~cber[or, and 1, None N.A. .r..sterior hbiorial (aIl or part) . Interior. B. interior hi~orical--all or part, E:berior nom. None esterior, I. B, 3 N.A. 1, 3 interior. C. All hi:totica1~~or change is use, change in occupancy, or I, $ 3, 4 1, $ 3 1, $ 3 1, $ 3 mired ooarpaacy. Minor change of use to equal or lest inteadve _ `' D. Aeeonsensctiaa, restoration a facdmile. No change is use ezcapt 1, $ 3, 4 1, 8, 3 I, ~. 3 I, $ 3 to museum. (Minos mined occupancy with admini:tratioa sQaoe would be a.'~.owed.) E. Museum quality restoration and/a reooa:tructioa iaduddng I, 8, 3, 4 1, $ 3 1, $ 3 1, t, 3 museum use. (Minor mised occupancy compat[bk with that use woutid be allowed.) 'Abo iadudes reaovadon of prime quality _ h;rtorica! building a site. _ Privately a pubtidy owned building: used a: museum: or u die far di,pLy of the buIIding itself (i.e., museum, schooibouse, garden centers, galleries, etc.) A., ReootutruMion, resbotstbn a faaimr'le. No change in use ex- I, $ 3, 4 1, $ 3 I, $ 3 1, 8, 3 ceps to museum. (Minor mi~oed occupancy such a: administra- tfiro would be albabd.) 8. !-iuseum quality restocatiaa said/or reeonstructlon museum use. 1, $ 3, 4 1, $ 3 1, $ 3 1, >:, 3 (Minor mined ooc~aacy oompatlbk with that would be al• . iwwed.) Also includes renovation of prime quality histarial 6 or sits • Priwtely owned bu0dingt not open to general public but employ ~l 3 a moos persons (i.e., badness oRioes). . A. Adaptive are-~aterior noahisDocieal, E~tEeriar h~Ltorieal--~1L or 1. $ 3, 4 I. ~, 3. F.rcEerjor. 1. >t ~ 1. >~ 3- Fsteciot pwt• - None interior ~. Aoosas, Noce interior no- nee B. Adaptit r. mo--iataior histocicat, Faterio: aoohistorical. 1. $ 3, 4 None a:terior. 1, I, g ~ None F•starior s, S, interior .ooew.l, g, 3, ia- a a w ~ • !!i 0 -~i- S 7 r 00 5 8 a (~ .Q .~. ~O ~ . OtiIDELINE8 TO ALTERNATIVE ACCESS BTANOARDB-Contlnuwd (FOR IdSTED ALTERNATIVES UNDER HEADINGS A THRU D. SEE TABLE 8-13-2) I~utnxtior>x 1. Determine buDding category. i.e., II.D. under Building Type and Scale of Historicity. t. Go to boa in category under situation headings. 3. Number in bo: refer to Ilrt of suggested alternatives under flat situation beading, Tsble 8-I~Q. is .~MOiiAe '1?rsre altaroatlrae ~6ordd~ rwd ~. code. off' •'~'e it d ooc poribie en meat pnvailin~ fUtae~stlvra ahouid be uaad m!y b ehoee portlona aG the bv~ that are actually hirotriael of ara a Gadmga aG the aelstrsal hirtorical butidt~. ~i:anatiwe apply !o aooa~ itio the phyaicalFy dWaDisd (in ). .~a~tivee apply b quaii8ed hbeorioal Dump aoty. far other 6sodioapped staodardi, eae StaDe Mchituct'a ~uideBoe tesutatioo~ ~!kn*natjvee are lined in priority alder. No ~-Dernatlver are a6o+asd Got a6~om. r latr~~.rt rl:u•ilit~ %itrr•urwltic:rk•n/'//i~lc.ric•it-•1 G All hi:taical-mtylvr change in use. change fn occupancy or raised occupancy, Minor change of use to equal or less intensive y SIJVi! TI01V HFrlDI1VC.S ENTRY Ftisnary public entrance with as cea to elevators available DOORS Provsi11n4ir Codex -3St' clear open. in -~6' level per- pendicu4r to ~.,~..~ -1' clear at strike side (miaisfluml .{I(c•rrwtiti•c•s Altc•ru:rtiw•s I, $ 3, 4 i through 3 ?iDIl.~T ROOMS FY.OORS ~ I.~'V~.LS P~v~slbrtg Codex' Phsralltttg Coclesr -' 3' X S' stxll- clc~ar • ~~~ ~• Min. * ~.« elwet wi`ath ~ Mid, 42' erwd Door 32~ciosr Tura BO' i)ia. Cirrk~ Irvr. 47' clear urxk~r For ncna~ly de- tijji>,3d RpY@C. are prcvailrnR code. Altrrrwtive~ 1, 8 Ac~oeac to all offices, re- ~f ~~iva~ story level or ramped Ahc•nwtivrs I, $, 3 1,$3 - All alternatives '~ .o. v A~ A ry !E~ P D. Reoonstr~ktion, ra~botation or facsimile. No change in use-- 1. $ 3, 4 I through 3 1, 8 e:,cept to museum. (Mirror raised occupancy wch as adminirtn- tive would be allowed.) /• Buildi:tgs empioyitg less than 3 people. All alternatives I, $, 3,4 AI! alternatives l~ • All :lteraaCivea I~ 'Y'1TI.E 4.4 S"1'ATE HISTORICAL BUILDING CODE ~ 8.1308 Iltpi~tw 7~ No. ~2-10~7l1 (p. ~~) • ~ ~ TABLE &13-2 ALTIERNATIYES LIST - These alternatives are listed in order of priority. ~~ \ _,. Entry: 1. damp at greater thaw standard slope, but no greater than 1~ for a horizontal distance not to exceed 12 feet at main, side, or rear entrance. 2. Access, listed in the order of priority at grade or by ramp or lift to any entrance used by general public and no ~`urther than 200 feet from primary entrance. 3. Ramp no greater than 1:6 slope for a distance not to exceed a horizontal distance of 2 feet at main, side, or rear entrance. ~!. Access, listed in the order of priority, at grade, or by ramp, or lift at any entrance not used by general public but open, (unlocked) with directional signs at primary entrance and no further than 200 feet from primary entrance. Doors: (One means of entry into spaces re9~iring access) 1. 30-inch width of clear opening operable by single motion. . 2. Usable 29y, inches clear ope~u' with door (s) offerable by single motion. 3. Single or double door to provide a usable 29%1 inches clear opening. Toilet Rooms: 1. Toilet facility of dunensions 3~0 less than those provided in the prevailing provisions for access and designated as a unisex toilet for the handicapped and General Public. 2. Accessible and usable toilet meeting prevailing code within 200 feet of building. 3. No toilet for anyone. Floors and Levels (MultihandicaPP~) 1. Access to experiences, services, functions and materials and resources (i.e., maps, plans, courtroom, council chambers etc.) at accessible .levels. 2. Access provided to levels and floors by ramps of greater than standard slope and no greater than 1~ for horizontal distances not to exceed 12 feet. Lifts may be provided. ~ . . 3. -Aces provided to levels and floors by ramps of 1:6 slope for horizontal distance not to exceed 2 feet. Adequate warnings shall be provided to indicate steepness of the slope. n U 8.1306 STA'1~: H1S'TOIU4`.AL BUILDING OODE Tl'1'l.E g/ gyp` ~~~ IltNisa- 7~, Na ~f-t0~.7~1 '~ i I 'i '~ .~ T1TI.E 4A STATE HLSTORICAL BUILDING CEDE ~ 8~1~01 ta~.as«« ~ Mw a~-aa`~t (p~ &ST) '~, CHAPTER &11 APPEALS` ALTERNATIVE PROPOSED DESIGN, MATERIALS AND METHODS OF OONS'TRUCTION DETAILED ANALYSIS Section 8-1~00~ Hasic Provisions &101. Aiternatlve Materiak sad Methods of Conatrudion &1~ Approval . 8-108, SHBC Advisory Review 8.14. Basic Pt~owisioat . (a) The provisions of this chapter, asset forth io the table bebw, are hereby adopted for the purpose of providing the basic oonatruction r Iona relating . to a also alternative proposed gq materials and method of eonatruction (b) T'fre foUosving table identifiead~~thoae sections of this part which have been . adopted by the listed agencies. See Section 8-104 for esplanationa of the ab- breviations used in the table, the application of the regulations, and their in- ; '~~, tended rise. . • TABLE NQ a-14A (1~r /X9II~9 QSA QSd A~1! Si+c+tir 1 t SFI/ ~ S4I /x. 1D AIl4 QQU t~ 3I0 Dd1' ACS lA SOC DQE G F.atire CWp~ier X . 'The above table is provided for the benefit of the user and is for information only. ~~ NOTE Authority cited: Section 18a6as, Health and Sakty code. Reference: Sectiass 1866Q-1866Q Health and Safety Gale. 8.1401. Alternative F~ateriala and Method: of Construction. As stated in Section 8.108 the provisions of the State Historical Building Code are not intended to prevent the use of any roposed alternative design, material or method of eonatruction not y prescribed or allowed bry SHBC, provided any such ahernative fadhtate the preservation of historical build- ing~ or structures and has been approved The enforcing agency may approve any suchalternative provided the proposed material or method of `'~~ construction is satisfactory and that the proposed material or method of conatructioa or work offered is. far the purpose ante ed, reasonably equiva- lent to that prescribed or allowed in this code in quality. strength, effectiveness, fire resistance, durability, and safety. The enforcing agency may request that sufficient evidence or proof be sub- mitted to wbatantiateany claimathat may be made regarding such alternatives. N(YfE: Authority cited: Sectbas 18060-1808Q, Health and Safety code. Reference: Sew tons 18060-1808a Heahh sad Sakty Coda 8-I~ STATE HfiS'TORICAL BUILDING OODE TITLE g4 ~~ ~~~ 111pistir 7~ Nom. >i--S~7~1 8.1~10~. A al. ~ ~ Request for a~provsl to use an alternative design, material or method'of construction indicated on thE; drawings shall be made to the enforcing agency by the owner ~r an authorized representative and shall be accompanied by a full statement of the conditions. Sufficient evidence or proof as may be required by the enforcing agency shalll be submitted to substantiate all clainna mach NOTE: Authority cited: Sections 18950-18960; Health and Safety Code. Reference: Sea lions 1896a-1896Q Health and Ss~fety Code. - &1~ SIIBC Advisory Review. 1~'Vlten a request for an alternative proposed design, material or method of construction is being considered by the enforcing agency, the agency chief: the building official or the local board of appeals may file a written request for .. opinion to the State Historical Building Code Advisory Board for its oonsidera- tan, advice or findin In~ considering such request, the State Historical Build- Code Advisory Board me-y seek the advice of other appropriate private or ~ , ~'"- public boards, individuals, or :state or local agencies. The State Historic~il Build- ~ '~ ings Code Advisory Board shall, after considering all of the facts presented inclu ' any reeommendati<~n of other appropriate boards agencies or other,_.. partim, etermine i~ for the purpose intended, the pro is reasonably equivalent to that albwed by these regulations in pro design, material or method of construction, and it shall transmit such findings and its recommends- ; bons to the enforcing agency for its further consideration ~ - . - ~ . NOTE: Authority cited: Sections 18954-1896q Health and Safety Code. Reference: ~~ ` • boas 150-1896Q Health and SalEety Code. .~ .. .. I • i ~, • ~~B 0LFf56 K~ >?bo~ez>?S anuan~d ajen~tnz3 LLL£T ~daQ butuu~jd ebo~~zeS >?isH xangon~ I 1 '1d~~ ~~ulli!'~~,~~?d ~' •• crz-.sy rid ~'~" 1 T: ~•~` I,yy, ., " £ZZ 'oN 3T~ad i Ty ' ~,. ~ I~. _ -~'' : E ~-.i! h u - ~, °-i •'~J : r F h Ql~d.~ r ' -=~=~ L' =%i uopszlus~p .. .r . _ _~.~ lilotd-uoH _._ rruTS ~ soLas PRESEItVATIOleT WORKSHOP For County and Municipal Planners and Historic Preservationists • January 29, 1988 in Cupertino, California Enter the De Anza College campus on Stevens Creek Boulevard. just east of the junction of Highway 85 and Stevens Creek. A daily parking permit is available in coin-operated machines in the lot (50Q). 'The California History Center is located on the west side of the fountain in front of the Flint Center for Performing Arts. Just look for campus directional signs. i O$ered by the California History Center and Foundation, DeAnza College Rehabilitation of old buildings for profit dur- ing the last decade .has been a significant development in planning the future of Ameri- can cities. Many buildings destined as candi- dates for the wrecking ball a fewyears ago have now become valuable properties in today's tight real estate market as well as important to local tourism. Many cities, large and small, have reaped cultural and economic benefits through reha- bilitation of older commercial property. These include Seattle, Portland, San Francisco, Sacra- mento. Monterey, Los Gatos, Marysville and Sutter Creek. L86~ ~~ ~ ~ 0 ~~~R~~~ bTOS6 ~luioJi[eQ •ouli.tadn~ •pnlg xaai~ suanaiS 09Z T Z a~anoQ szud aQ =a;uaQ 6.><o;sTH aiaiofiTaQ a ~ - - ~•:- San+" - Berkeley .i. ,, Francesco ~ ~ ~„`_ -``^OA ALANI AIAPOIT ~ ~~ t `. _ AN FAIN _ ; ~~ /IIPoAT ~»_ " ~ /~ ~`r .J. _ _ ~i San ~" ~>> 'Mateo f,~ `~- ~O B 4r s~ " ~i _ ? PaloAlto ~~ _ zs/ 8~ ® ~ ' r ~~ STANf0A0 ::~' UNITEASITT ~~Mtn. View i ~~ ~~ Los Aitos " \. m ^~"- ®Sunnyvale .i{ - tl Y,nlA js•v .. Ia. !j '''~^ `~^" •'i,• ~~/ FOOTHILL = Slerens rret 280 `'~ `. COLLEGE _ =_ _~ ~~ s. ;f,;l - ~ -Cupertino ~~ ~, ~ ~ DE ANZA - COLLEGE _ Why is this successful? • Sophisticated planners and investors have found .the renovation of old buildings is profitable. • Federal, state and local tax incentives created dramatic changes to encourage investment in build- ings 20 years or older for profit. • Land scarcity for new commercial development of urban areas. • Increased construction costs enable old buildings to be rehabilitated for substantially less than the cost of a new structure. • A shift of esthetic values allows historic commercial buildings to be viewed as architectural treasures and therefore highly desirable to prospective tenants. FIUTS ~ BOLTS PRESERVATION WORKSI~()P -Workshop Faculty- Coordinator: James Williams, Ph.D., is Executive Director of the California HistoryCenterand Foundation, DeAnza College. He has worked on historic resource inventories for Morgan Hiil and Gilnoyand is cu rrently managing publications of the Sunnyvale inventory. Guest Lecturers: Mardi Gualtier2 Bennett is with Marben-Laird Associates, Preservation Consultants. Former mayor of Los Gatos, she was a founder and president of Cali fornians for Preservation Fiction, chaired Santa Clara County's Historic Heritage Commission, and wrote the Landmark Ordinance for the City of Sara(:oga. Joe Hall, Senior Planner, City of Santa Cruz, and Secrei:ary of the State Historical Building Code Board. He holds an 1\Q.A. in planning from l7utgers University and an M.A. in public administration from San Diego State University. H~° was responsible for the Santa Cruz preservation plan.. John Merritt is Executive Director of the California Preserva- tion Foundation, San Francisco. He has been Field Service Director for the National Trust for Historic Preserva.tion's Western Field Office and a California State Office of Historic Preservation staff member. Kent Seavey is a Preservation and Rehabilitation Specialist in Pacific Grove. Former Monterey County Historic Coordinator and director of the San Juan Bautista historic inventory, he specializes in inventory work, adaptive use, and preservation maintenance. Beth Wyman is Santa Clara County's Grants Coordinator. Former mayor of Morgan Hill, she has served on the C~°ntral Coast Regional Coastal Commission and ABAG and is a member of Santa Clara County's Historic Heritage Cornmis- sion. She also teaches Historic Preservation at San Jose State University. -Special Features - • Legislative Planning Tools: Historic Preservation Element, Landmark Ordinance, Zoning, Historic Building Code • Funding: Ways to utilize CDBG funds, Redevelopment financing, Economic Development programs, Reha- bilitation Loans, Commercial Rebate programs, Small Business loans, Industrial Development bonds, UDAG grants, Investment Tax Credits, Facade Easements • Challenges: Initiating the historic survey/inventory; Going for the local, state, federal designation; Re- vitalizing Downtowns and Neighborhoods; Getting support of your Council/Community for preserving historic resources. -Luncheon - Coeur de Palmier • Tournedo Rossini Pommes au feur • Vegetable de raison Cheesecake De Anza -Registration Information - TIME: January 29, 1988 - 8:30 am - 4:00 pm LOCATION: California History Center, DeAnzaCollege 21250 Stevens Creek Blvd.. Cupertino. CA (Flint Center Entrance) ~1 ~~ REGISTRATION FEE: S45 (!nc/odes special lunch) Payable to: California History Center • DEADLINE: January 27, 1988 (or sooner if participant limit of 60 is reached prior to deadline) EARLY BIRD REGISTRATIONS: Registration of S35 accepted if received NO LATER THAN January 22, 1988 REFUND POLICY: 100% of fees. minus S5 processing charge. ifwithdrawal notice is received NO LATER THAN January 25, 1988 NUTS ~ BOLTS PRESERVATION WORKSHOP For County and Municipal Planners and Historic Preservationists Registration Dieadline: January 27, 1988 NAME ADDRESS CITY, STATE, ZIP PHONE TITLE Registration fee: S45 ($35 prior to January 22, 1988) For more information call (408) 996-4712 Make checks payable to: California History Center Mail to: Helen Kikoshima, Registrar California History Center 21250 Stevens Creek Blvd. - Cupertino, CA 95014 ~- SOURCES OF FUNDS FOR HISTORIC PRESERVATION PROJECTS ~~ __ _ _ ~ Fnrtlm T•.~ll 1987 Preservation Forum periodically will print directories of different types of preservation resources- financial, professional, and technical. This general introduction on funding sources will be followed in future issues by detailed articles on specific funding techniques. As members inform us of their funding sources and strategies, we will publish updates for the benefit of the Forum network. Resource Directory ~:,- ____..___._'~ here will never be a shortage of projects to preserve America's cultural resources. There will always be a severe shortage of funds to pay for important projects and programs. The following list is not comprehensive, but is a gen- eral guide to the diverse sources available. For more detailed information on how to ob- tain funds as well as where, the best source is "Paying for Preservation", a chapter in All About Old Buildings: The Whole Preservation Catalog (Preservation Press, 1985. Local Public Funds -Local government agencies -such as the planning, community development, housing, urban conservation and preservation, or downtown revitalization may provide funds. -City councils may enact a specific appropria- tion, tax exemption or abatement to assist a project or program. -Local government can also underwrite loans, arrange deferred payment loans, or make prin- cipal-reduction grants for projects that benefit the community. -City governments distribute community de- velopment block grant ~CDBG) funds for proj- ects that meet the CDBG criteria. Historic pres- ervation is an eligible but underutilized activity. -Special taxes such as license fees may be des- ignated to support preservation. Tax and devel- opment districts can be set up to fund preservation within the district. -The use of a portion of general obligation or special assessment bond funds for preservation projects is still a possibility, although changes made in the Tax Reform Act of 1986 will make it much more difficult. - Becoming a Certified Local Government as provided by the National Historic Preservation Act, qualifies a community for a portion of a state's appropriation from the federal Historic Preservation Fund. State Public Funds - A number of states -including New York, Rhode Island and Florida have recently passed bond issues for preservation. - A state appropriation may be increased by a specific tax for historic preservation. In Arkan- sas recently, preservationists were able to have the land transfer tax doubled, with a percentage slated to support preservation programs. -The state housing authority may have spe- cial funding programs that support neigh- borhood preservation. -State councils on the arts and humanities fund programs involving museums. -Many states have publicly supported state- wide revolving funds. Check with your state historic preservation office for eligibility require- ments and application procedures. State and Local Private Funds -Membership dues in a local preservation or- ganization are of critical importance to demon- strate abroad base of community support. -Individual donations from private citizens do not have the restrictions that foundations or government programs impose. -A local or state revolving fund is highly effec- tive because donors see specific projects in their community that have been, or need to be, re- habilitated with their contributions. -The Community Reinvestment Act encour- ages banks and savings and loans to provide credit to their communities. -Non-profit organizations may consider a joint venture with afor-profit investor who provides the financing for a historic rehabilita- tion project. -Many foundations fund projects within their headquarters state or a single community. The best resource for information on how to locate prospective foundations is The Foundation Center Network, (800 424-9836. -Corporations donate to non-profits in com- munities where corporate facilities are located. -Special events such as house tours raise money and awareness. The tax deduction to the ticket purchaser is limited to the amount that the ticket price exceeds the value received. -Sale ofpreservation-related products such as books are associated with historic sites. Unre- lated business income tax must be paid on in- comefrom sales that are not sufficiently related to the charitable purpose of the organization. - A planned giving and major gifts program encourages supporters to make bequests, give life insurance and income-producing properties, es- tablish charitable lead trusts, or contribute to a pooled income fund. Federal Funds Department of Agriculture, Farmers Home Administration, Washington, D C. 20250. Grants and loans to rehabilitate low-income housing and community facilities. Department of Commerce, National Oceanic and Atmospheric Administration (NOAA~, Coastal Zone Management Program, Washing- ton, D C. 2D230. Grants to eligible states and lo- cal governments for waterfront revitalization and maritime resource preservation. Department of Housing and Urban Develop- ment, Office of Community Planning and De- velopment, Washington, D.C. 20410. Community Development Block Grants: See local public funds. Section 312 Rehabilitation Loans/Historic Preservation Loans (Section 17~ provide an addi- tional mortgage credit of $15,000 per unit for FHA mortgages. These loans have been available since 1972, but have not been used heavily. Urban Development Action Grants: Grants are made through cities, but often involve a pub- lic/private partnership; UDAG, unlike CDBG program, requires matching funds. Also included are Section 8: Housing Assist- ance 1?ayments, Section 202: Housing for the Elderly and Handicapped,Title I: Property Im- prove~nent Loan Program, and Urban Home- steading Program. Department of the Interior National Park Service: 1100 Pennsylvania Av- enue, 1~V.W. Washington, DC. 20506. Historic Preservation Fund grants to states. Independent Agencies Institute of Museum Services: 1100 Pennsyl- vania Avenue, N.W, Washington, D C. 20506 National Endowment for theArts-Design Arts Program: 1100 Pennsylvania Avenue, N.W. Washington, D.C. 20506. Nati~~11a1 Tryst Grant aI~C~ LOall Pro>v rams All financial assistance programs apply to urban and rural areas and are available only to Preser- vation :Forum members. For additional informa- tion, call (202) 673-4054 or your regional office. Preservation Services Fund (PSFj Awards non- profit organizations and public agencies grants from $1,000 to 55,000 for professional consult- ant services, preservation programs and rehabili- tation feasibility studies. Many PSF seed grants are used to plan the reuse of historic buildings. Applications are accepted at National Trust Re- gional Offices February 1, June 1 and October 1. National Preservation Loan Fund (NPLF) Awards low-interest loans and loan guaranties for preservation development projects involving historic buildings and sites or for the creation or expansion of preservation revolving funds. A special e;ndangered properties component of the fund provides loans to help preserve endangered National Historic Landmarks. NPLF loans typ- ically range between $50,000 and $100,000. Ap- plications are accepted at any time. With the exception of the endangered properties compo- nent, applicants must be nonprofit incorporated 501(c) (3;1 organizations or public agencies. Inner-City Ventures Fund (ICVF) Provides technical and financial assistance to nonprofit community development organizations for housing and commercial rehabilitation projects that benefit low- and moderate-income neigh- borhood residents. The program provides to se- lected organizations a package of half grant, half loan awards totalling between $40,000 and $100,0001. ICVF funding rounds, which are held as corporate and foundation support becomes available,, are often targeted to specific geo- graphic areas. a~ Forvm Fall 1987 CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION AGENDA DATE: Wednesday, December 2, 1987 - 3:00 p.m. PLACE: Saratoga Community Library Meeting Room 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGANIZATION A. Roll Call B. Approval of Minutes of 11/18/87 C. Posting of Agenda D. Oral and Written Communications II. OLD BUSINESS A. Heritage Resource Plaques - Status report B. Heritage Resource Inventory •' III. ITEMS INITIATED BY THE COMMISSION IV. ADJOURNMENT `~$-~ ~ ~~ ~ ~~ ~ ~~ ~~ ~~~ $ ~,~ ~ 4K~ ~~ W. ~~ ~' ~ .% o r- ~ y a ~- ~ ~ ;~ ~~.~'~ ~~ ;;- ~~, ~~~~~Q~ • CITY OF SARATOGA • HERITAGE PRESERVATION COMMISSION MINUTES DATE: Wednesday, November 18, 1987 3:00 p.m. PLACE: Saratoga Community Library, 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting I. Routine Organization A. Roll Call Present: Commissioners Voester, Cameron, Ansnes, Koepernik, Tyrrell (3:30) Absent: Heid, Landsness (excused) Staff: V. Young B. Approval of minutes of 11/4/87 Commissioner Ansnes suggested a change in the wording in the paragraph on topics for the joint meeting with the Planning Commission; the second topic suggested ~is to read "discussion on...." rather than "process for adopting...." M/S Voester/Cameron to approve minutes as corrected. Passed unanimously. C. Posting of Agenda Staff noted the agenda was posted at City Hall on Friday, November 13, 1987. D. Oral and Written Communications None. II. New Business A. Review application for Certified Local Government Program. V. Young reported that the application was now complete and would be scheduled for Council review and approval upon the Commission's recommendation. Commissioner Voester suggested one correction on Attachment #7. The Commission expressed pleasure that the application was finally complete and looks forward to participating in the program. ~~ M/S Voester/Koepernik to accept the application as prepared by staff and recommended its approval to the City Council. Passed unanimously. 1 Heritage Preservation Minut~as November 18, 1987 III. Old Business A. Heritage Resource Plaques Page 2 Commissioners Ansnes and Voester reported that the plaques for the Historical Museum, Saratoga Library, McWilliams House (Chamber of Commerce) and Central Park Orchard were presented at the November 16 meeting of the Saratoga Historical Foundation. Willys Peck accepted two on behalf of the Historical Foundation, and Mayor Don Peterson accepted two on behalf of the City. A photograph was taken and a story will be prepared for the newspaper. Commissioner Voester has tentatively scheduled the remaining three ;structures for presentation on Tuesday, November 24 at 4:30 p.m. The firebell plaque will be presented at the Christmas meeting of the Volunteer Firemen's Association. B. Heritage Resource Inventory The Commission :reviewed the additional eight properties and decided that inventory forms should be prepared for #'s 1, 2, 4, 5, 6, 7 and that #'s 3 and 8 should be put on hold for now. The new properties were then given • inventory numbers and the remaining items were assigned to Commissioners to complete the forms, as follows: #25 - 14251 Fruitvale Avenue (Koepernik) #30 - 19161 Cox Avenue (Heid) #71 - 14711 Fruitvale Avenue (Ansnes) #72 - 14004 Quito Road (Tyrrell) #73 - 18490 Ravemwood Drive (Cameron) #74 - 12239 Titus Avenue (Voester) #75 - 20400 Saratoga-Los Gatos Rd. (Tyrrell) #76 - 14650 Sixth Street (Landsness) #77 - 14275 Saratoga Avenue (Cameron) #78 - 14690 Oak Street (Landsness) #79 - 20900 Big Basin Way (Koepernik) #80 - 11995 Wallb:rook (Voester) #81 - 13361 Argonne (Koepernik) #82 - 15320 Peach Hill Rd. (Ansnes) IV. Items Initiated ~ the Commission None. 2 Heritage Preservatin Minutes November 18, 1987 V. Adjournment Page 3 The meeting was adjourned at 4:35 p.m. The next regular meeting will be held on Wednesday, December 2, 1987. V. Young reminded the Commission of the upcoming joint meeting with the Planning Commission on Tuesday, December 1, 1987 at 7:30 p.m. Respectfully submitted, • Valerie Young Secretary to Commission 3 • ~~~ n U CALIFORNIA PRESERVATION • Published quarterly by the California Preservation Foundation VOLUME 12, No. 4 OCTOBER, 1987 FERN DALE SAVES ITS BR 1 DGE Preservationists in Humboldt County -- and in Ferndale in particular -- have carried the day in their efforts to oppose a Caltrans-proposal to replace Fernbridge. The story began in 1985 when the agency announced plans to study replacing the 1911 bridge, recognized as eligi- ble for listing in the National Register and as a Historic Civil Engineering Landmark by the American Society of Civil Engineers. This caused alarm in nearby Ferndale, where genera- tions of residents have grown to know and love the bridge as their own -- Caltrans' ownership notwithstanding. When Caltrans's District Director Allen Wrenn spoke before the Chamber of Commerce in May of 1986 to describe three possible replacement plans, Ferndale was galvanized into action. Pro-preservation editorials began to appear in the Ferndale Enterprise, urging concerned cit- izens to write their State and Federal repre- senatives, the SHPO, and Caltrans Director Leo Trombatore. At the same time, Ferndale residents began plans for a celebration of the bridge's 75th anniversary, to be held in Novem- ber, 1986. As the months wore on, editorials and articles began to appear in other news- papers -- in Sacramento, San Francisco and even in Los Angeles -- all supporting preser- vation of the historic bridge. When the 75th anniversary celebration rolled around, no fewer than 2,500 were in attendance, including some who had attended the opening of the bridge in 1911. A letter from President E:eagan was read, acknowledging the signifi- cance of the bridge and offering congratula- tions in the festivities. And Congressman Doug Bosco spoke, concluding, "If you are to be taken from us let it be no less than God's hand, not man's." Caltrans continued their efforts, conducting tests on the bridge's wooden pilings and con- crete, all of which revealed the structure to • be sound, except for the approach spans which were built in 1918. By now, support for pres- ervation of the bridge included the Humboldt County Organization of Governments, and other cities and towns throughout the county. The (story continues on page 4) HERITAGE TASK FORCE HEARINGS Assemblyman Sam Farr, Senator Milton Marks and Senator John Garamendi are cosponsoring a hearing on the status of the Heritage Task Force recommendations on October 22, 1987 in Sacramento. Farr, Marks and Garamendi origi- nally sponsored the legislation creating the Task Force in 1983. The hearing will review the process by which the Heritage Task Force developed and prioritized their recommenda- tions, assess the status of the recommenda- tions and subsequent implementing legisla- tion and develop a plan for action to ensure that the important work of the Heritage Task Force continues. Some concerns expressed by members of the Heritage Action Steering Committee -- that few of the Task Force recommendations have _ been implemented (especially in the last two years) and that the top priorities which have been enacted through SB 1252 (Marks) have not been carried out -- prompted the legislators' interest in calling for a status report through the hearing process. Previous members of the California Heritage Task Force, Roger J. Holt, Chairperson, Knox Mellon, Past SHPO, and Nadine Hata, former Chairperson, State Historical Resources Com- mission have been invited to make presenta- tions and provide background. Also invited to comment on the present status of key rec- ommendations are: Kathryn Gualtieri, State Office of Historic Preservation, Dr. John Kemble, current Chair, State Historical Re- sources Commission, Bill Delvac> Legislative Chair for the California Preservation Foun- dation, representatives of the California Conference of Historical Societies and the California Committee for the Promotion of History. Finally, discussion of future plans for aL- tion will include comments from Henry Ago- nia, California's new Director, Department of Parks and Recreation, Flo Snyder, Direc- tor, State Office of Tourism, legislators and others long involved in the Task Force effort and legislative initiatives based on Task Force recommendations. The goal of this hearing is to renew commit- ment to the Heritage Task Force recommenda- tions and coordinate efforts among state agen- cies, legislators and heritage advocates. We may need to restate priorities if we are to imple- ment reasonable recommendations of the Heritage Task Force (made in 1984, under different con- ditions). But, do it we will. The California Heritage Task Force involved hundreds of us, most of us, for two years -- an enormous investment of time and effort by citizen volunteers. The legislative results have been good but hardly satisfactory. This hearing may revive the energy of all and we can overcome the last two years' of (more, page2) TASK FORCE HEARINGS c more ~ flagging spirits. We hope, too, that the con- stant problem raised by the administration -- there's no money and no staff -- can be add- ressed and solved. We will provide our view of future possibili- ties developing from this hearing in our next issue. At this time we salute Sam Farr for taking the initiative and Senators Marks and Garamendi for pitching in to help. There would be no history of the California Heritage Task Force without them; and now they are try- ing to keep its future alive. Fresno Wins Twice in Sacramento Fresno's "Old Administration Building" (see our July issue) was a rare winner in this year's legislative session. Ever persisting, local preservationists were able to garnei° the necessary local support, gain the good cooperation of the Community College District, the City and the Fresno Bee, and convince the local legislators to carry bills advancing the cause of the building. On September 29 Governor Deukmejian signed two pieces of legislation which will greatly assist in the preservation of this Central Valley Landmark. AB 2165 (Costa and Bronzan) provides five years' exemption from Field Act requirements, alleviating liability concerns while further funds are raised for restora- tion. AB 1675 (Brown, et al) helps the latter situation by allocating $1 million out of off-shore oil revenues toward the restoration. Plans are already underway to secure financing and develop the marketting plan in Fresno. It would appear that a ten-year plus battle 'to save the Old Administration Building is going to be a successful effort. Congratulations to all Fresno for the concerted, determined ~=_ffort. Preservation Law Updates --- Free ! The J.M. Kaplan fund, Inc., of New York City, an early supporter of the National Center for Preservation Law, has granted $25,000 to the National Center to cover the costs of produ- cing the "Preservation Law Updates" series for the coming year and providing the "Up- dates" without charge to as many as 1,200 lo- cal historic preservation commissions across the country. We suggested in our last issue (July, 1987) that the "Updates" were well worth a $45.00 subscription fee; now commis- sions can receive them free. Local commissions wishing to receive the "Up- dates" should contact the National Center at Suite 501, 1233 Twentieth Street, N.W., Wash- ington, D.C. 20036. Commissions will receive all "Updates" from numbers #31 forward for one year. Commissions wishing to receive the first thirty "Updates" issued by the National Center can receive a set of back "Updates" for a nominal $15 payment. Earthquakes ! Again? We wrote about the SEISMIC SEMINAR in Long Beach, October 28, 1987, in our July issue. With the panic caused by the October 1 quake fresh in everyone's mind - particularly the engineers and building officials - this one- day seminar is more important than before. Entitled "Achieving Urban Conservation and Minimizing Earthquake Risk", the session will deliver the most prominent thinkers and pro- fessional experts on this subject available in the West...and we are sure the recent ex- i perience in the Los Angeles area will be a major topic of discussion. The seminar registration is only $55, and the program offering is unmatched. For more in- formation you can still contact Karen Clements and the Coalition to Preserve Historic Long Beach (213/430-2790); but the seminar begins at 10:00 A.M., October 28 (Wednesday) and is to be held at Long Beach's Ramada Renaissance Hotel, 111 East Ocean Blvd., Long Beach. GET YOURSELF TO THIS SEMINAR! Other Events : CCPH DOES MURPHYS The California Committee for the Promotion of History will hold its 7th Annual Conference in Murphys, October 23 - 25, 1987. CCPH has desig- nated this year's theme to be "History, Educa- tion and Advocacy". For more (admittedly last minute) information, contact: Judith Cunningham, Calaveras County Museum, Box 1281, San Andreas, California; registration fees are $25 to $40. ORANGE COUNTY STARTS TO CELEBRATE In anticipation of the centennial which begins in 1988, Orange County's Board of Supervisors is holding a dedication ceremony to celebrate the completion of the County Courthouse in Santa Ana...86 years to the day after the original Courthouse dedication. We have been asked to invite you all to the festivities on November 12, 1987, beginning with tours at 10:00 A.M. The "rededication" activities last until 4:00 P.M. and you are encouraged to join docents a others dressed in period costumes in real 1901 style entertainment. MUCHO MUSIC IN OLD L.A. Another program which could be partially copied in other communities is the "Chamber Music in Historic Sites" series, now in its eighth season in Los Angeles. Combining serious music - and every town has musicians - with visits to local historic buildings is a good idea and relatively simple to do. The Da Camera Society of Mount Saint Mary's College initiated the very impressive Los Angeles version with the L.A. Conservancy as a cosponsor, beginning with a limited offerring of performances. The 1987-1988 Season offers 42 events in 27 different sites throughout the metropolitan area. In addition, the musical spectrum has now stretched to include Zydeco, gospel singing and compositions for computer and piano. The Chamber Music Series features 21 new sites, some private homes not open to the public. Single tickets can be purchased or you can select from five series possibil-~ ities. Performances began on September 27 (at Bullocks-Wilshire) but continue through May 15, 1988. For more information and a brochure, call the De Camera Society at (213) 746-0450, extension 2211 or (213)747-9085. ANN UAL STATE PRESERVATION CONFERENCE-- MAY 19-22, 1988-- PALO ALTO ~ FULL DETAILS in NEXT ISSUE ~ 2 CALI FOR NI A _ ~~ PRESERVATION FOUNDATION C.P F Officers Named The foundation Board of Trustees met in Santa Barbara in mid-August for the "Organizational Meeting" held at the beginning of the new fis- cal year. Reports centered on a very successful 1986-87 year - particularly with the Coronado Conference - and plans for this year. Another important item of business was the annual elec- tion of officers and we are pleased to present these results: PRESIDENT - Wayne Donaldson of San Diego VICE-PRESIDENT - Rob Selway of Santa Ana SECRETARY - David Cameron of Santa Monica TREASURER - Christy McAvoy of Hollywood The Foundation Executive Committee is made up of these four principal officers but includes: GeeGee Platt - San Francisco - immediate past President Bill Delvac - Los Angeles - Legislative Committee Chairman, and Pamela Seager - Long Beach - Fundraising Committee Chairman • The obvious task set for next year's board elections is to correct the imbalance of board members from southern California; we will be looking for candidates beginning in January and interested parties should send resumes to Bill Sugaya, Chairman of the 'Dominating Committee. . ~r rn ~ rr _~~ ' 4X?~ ~ F t f ,, r .,~~,',Syf~. ~, j" f fS ~ `~- 1 ~ 4~:~.)1' CIS ~ ~.; y1~ . t': S ~-t~~ ~~ w ,~ ~ ~ t~ ~ R ~ ,_ ., -...~..;_~.~....,~ z ~ ' . Nri:»e-~ .... ~~: FY 1986-87 Financial Report ~,_ The Following Financial Report for the Califor- nia Preservation Foundation was submitted by our Treasurer, Christy McAvoy, and is published for the general membership to review: BALANCE SHEET - June 30, 1987 ASSETS: Cash $23,765 Total $23,765 LIABILITIES AND TOTAL FUND BALANCE: Endowment Trust $16,782 Accrued Liabilities 299 Fund Balance 6,684 Total $23,765 STATEMENT OF RECEIPTS AND DISBURSEMENTS AND CHANGES IN FUND BALANCE FOR THE YEAR ENDED JUNE 30,1987 RECEIPTS: Membership $14,140 Contributions 17,885 Program and Others 14,025 Total Receipts $46,050 DISBURSEMENTS: Staff $33,088 Professional Fees 10,500 Other Operating Costs 12,887 Total Disbursements 56,475 NET: ($10,425) FUND BALANCE - BEGINNING $17,109 FUND BALANCE - ENDING $ 6,684 to remind us - and you revenues expected from and not yet received. ~ ~~~~ The C.P.F. Board (briefly liberated from their meeting in Santa Barbara): Front Row (left to right)-Nadine Hata, Christy McAvoy, Linda Dish- man, GeeGee Platt, Steve Spiller. Back Row -Rob Selway, Bill Ellinger, David Shelton, Bill Del- vac, Wayne Donaldson, David Cameron, Jim Stickels and Warren Williams (peeking through). Bruce Judd and Bill Sugaya were unable to attend meeting. Easement Workbook Still Available The Easements Workbook offered in the July issue of California Preservation has proved to be very popular; and we have printed additional copies still selling for a more-than-reasonable $30 - which covers handling and postage. The Workbook is 152 pages of information on the complex subject of easements, and it is absolute- ly current - reflecting and commenting on recent IRS changes and rulings on easement donations. The results of our June workshops in Los Angeles and San Francisco, the Workbook material was amassed by Thomas Coughlin, the national expert on historic preservation easements, and is pre- faced by a lengthy article providing background and interpretation for the material that follows. For your copy of the Easements Workbook - while they last - send $30 to the California Preserva- tion Foundation, 41 Sutter, Suite 1593, San Fran- cisco, CA 94104. You will be glad you did. NEXT NEWSLETTER DEADLINE- DECEMBER 31 , 1987 3 The Treasurer was quick - that this report omits the Coronado Conference Hard at work during the August Board of Trustees meeting are GeeGee Platt, our energetic President for the past two years, and newly-elected President Wayne Uonaldson. FERNBRIDGE ccontinued ~ bridge was successfully nominated to the ~Jational Register at the State level of sig- nificance. And the National Trust's Western Regional Office provided further support. On July 15, 1987, Caltrans held a public meet- ing in Ferndale to assess public sentiment for the project. Not surprisingly, those in atten- dance overwhelmingly favored retention and con- tinued preservation of Fernbridge. On July 29 Congressman Bosco wrote to District Director Wrenn, calling on Caltrans to drop proposals for new bridges across the Eel River. And on a Friday afternoon in mid-August, Cal- trans announced that it is dropping all stud- ies for new bridges to replace Fernbridge, or to widen the existing historic structure. No new studies will be conducted pending estab- lishment of alternative design standards for historic bridges by the Transportation Re- search Board, a.s called for in the Federal Transportation Act of 1987. Since this is ex- pected to take 2 to 4 years, Fernbridge has been granted a reprieve. Caltrans will only be performing short-term repair work to insure structural integrity of the bridge. Among the factors cited by Caltrans in announ- cing cessation of project studies: overwhelm- ing public sentiment in opposition; Federal efforts to develop alternative standards fur historic bridges; and efforts by Assemblymen Dan Hauser to introduce legislation prohibit- ing Caltrans from proceeding with studies to replace Fernbridge until the new Federal stan- dards are available. But the people of Ferndale and of Humboldt County are really responsible for Fernbridge's preservation -- because they cared. (Note: preservationists statewide should write or phone their thanks to Congressman Bosco and Assemblyman Hauser, who obviously listen to their constituents). MAIN STREET-Year One The California Main Street Program, featured at our Coronado Conference, has issued a First Year Report on program accomplishments in six demonstration cities - fort Bragg, Petaluma, Porterville, Santa Paula, Sonora and Vista. And, as Main Street Coordinator Patricia Noyes notes, the results have been exciting. The economic impacts have been impressive with a net increase of 33 new businesses, 60 new jobs, $2.5 million of private investment (spent on 24 facade improvements and 17 commercial building renovations), $600,000 in public im- provements and an additional $1.2 million in private improvements currently underway. Main Street sells itself on such strong "Eco- nomic Restructuring" data but the impact on people's attitudes is usually more important. Main Street towns start having fun again in the downtown as tired old promotions - been to a "moonlight sale" lately? - are replaced by new and innovative ideas. The Gold Country towns of Sonora, for example, turned a problem - they excessive traffic on the main drag during t:he summer months - into the very successful "Jam Days", congesting town to the point where all you could do was get out of your car and shop. As new communities are added to the program we can expect to see continuing economic impacts and new pride all over the state. We know the "Main Street Approach" works but we also must salute Pat Noyes and the program managemen in the State Department of Commerce; Good job! Powell of Fresno John Powell of Fresno has become the foremost architectural historian of the Central Valley. His NEA 'Design Advancement Grant' for 1987 - 88 only verifies recognition others gave him before this honor - and stipend came his way. Powell has compiled biographical profiles on 60 pioneer architects in the San Joaquin and has indexed over 4,000 architectural drawings. The NEA grant will allow him time to prepare a book and exhibit on Valley architects working between 1874 and 1947, with the exhibit slated for showing in Fresno, and in southern and northern California. When John Powell arrived in Fresno in 1977 - fresh out of Stanford - he struggled with the lack of awareness and appreciation the region demonstrated toward a rich legacy of buildings. Despite his frustrations, he established a reputation for finding and documenting treasures for turning people's attitudes around. We look forward to the book and exhibit next year. A Great Idea from Rochester The Director of the California Preserva- tion Foundation finally took a vacation this year, visiting historic properties all over the country and talking to others doing preservation in their towns across America - from Baltimore to Wrigley Field. One program which particularly impressed Merritt was the Rochester, New York, "Museum Bus" created by Henry McCartney, the former Neighborhood Conservation Direc- tor at the National Trust. Henry's idea was fairly simple. With local underwriting by a bank and the cooperation of the transit district, Rochester's museums and historic properties were linked up by a one-hour bus tour...and it's free. Better yet, you can get off at any of the seven sites and stay as long as you want, joining the full tour again when the next bus arrives, repeating the route hourly. The cultural institutions and historic houses - from the Rochester Museum and Science Cen- ter, Memorial Art Gallery and Rochester His- torical Society to the George Eastman House - have seen an enormous gain in visitors. The buses also sell the program and the properties because each has been done up in colorful murals and decoration by school artists. And, finally, highly visible signage denotes the route and the bus stops all over town. The beauty of the idea is its simplicity, and the obvious advantages to the participants. The properties benefit, the bank sponsors a great program (with terrific public relations value), the city bus systems starts looking more interesting, student artists are involved, an'd any other community could do something similar. 4 RED CAR BARN FOR SALE Built in 1907 in the Mission Revival style of architecture, the Redlands Trolley Car Barn is the last remaining building of its kind from the entire Pacific Electric System that once spanned Southern California. But despite its historic value, the trolley barn is now=:threat- ened with demolition if it is not sold for de- ' velopment within the next several months. The City of Redlands is involved in a rather unique situation -- a classic example of the predicament facing many cities today who want to preserve their historic buildings. The owner of the trolley barn needed to sell the property and found an interested buyer whose intent was to demolish the building. When the owner applied for a demolition permit, the City's historic and scenic preservation commis- sion designated the trolley barn as a historic landmark, which temporarily delayed its demo- lition. This decision, however, placed a fi- nancial hardship on the owner and left him in a frustrating position. He found the building costly to renovate himself and did not know of a buyer interested in its restoration. And due to its value to the community, he felt pres- sured not to destroy the building as original- ly planned. To spare the owner any further economic hard- ship and to alleviate the immediate threat of demolition, the City of Redlands took a big risk by voting to purchase the Trolley Car Barn for $325,00. The City felt it might be of interest to a developer who could renovate the trolley barn and incorporate the trolley . car theme into a uniquely designed business center, theme restaurant, shopping facility, museum-oriented building, or offices. The City Council agreed to purchase the building and land under the condition the Planning De- partment be given six months to market the barn. If a suitable buyer cannot be found, the City Council will be forced to consider demo- lition. Redlanders Henry fisher and son John capital- I ized on the "Redlands Central Railroad Co." in 1907 with stock worth $1,000,000. Shortly after inception the Redlands Trolley Car Sys- tem became part of Henry E. Huntington's com- plete Pacific Electric Railway System which ran cars throughout the Los Angeles Basin. It was one of the best intercity transportation systems in the United States in the early part of the century. The trolley system was an im- portant factor in the physical growth and ur- ban development patterns of the Redlands area and the entire Inland Empire. The Redlands trolley system continued operating until 1937. While the trolley barn is a symbol of the glo- rious past, it also represents the transporta- tion needs of the future. With the increasing traffic problems in the Los Angeles basin to- day, futurists predict we could revert back to the concept of mass transportation, similar to the trolley system. The trolley barn structure itself is a large one-story brick building with a stucco facade and a curvilinear roof gable. The Mission Re- vival architectural style is evidenced in the two large arched entrances at front, which re- semble mission arches and serve as a vivid re- minder of the trolley cars' pathway. The arch- ed doorways and picket-type gate make the barn even more esthetically unique. The barn has 6,750 square feet with the poten- tial of additional square footage in a second story mezzanine. Included in the City's pur- chase of the building was also a 10,125 sq.ft. parking lot. The location of the trolley barn is ideal, as City Historic Preservation Officer Darrell Cozen stated, "The trolley barn stands proudly in an excellent Redlands location just seven blocks from the center of downtown, one block from the high school and is visible from Red- lands Boulevard, the most highly trafficked street in the City." Redlands Mayor Carole Beswick, a local preser- vationist, expressed her concern about the trolley barn when she said, "The City of Red- lands extends an emotional appeal to historic preservationists and developers to save the legacy of the trolley system for future gener- ations to appreciate." For additional information about the Redlands Trolley Barn, please contact Darrell Cozen, City of Redlands Community Development Depar- tment, (714) 798-7555 or Redlands Mayor Carole Beswick, (714) 798-7510. (This article is an edited version based on a fine marketing piece prepared by Jane Kruse, City of Redlands, to promote the Trolley Barn) YOU TOO CAN BE FAMOUS You will note, each issue, that a list of contributors is shown in a outlined box, as at the bottom of this column. California Preservation has had hundreds of contribu- tors over the years and asks that you join the list. Deadlines are regular...and are noted in these pages. Material submitted should be typed, double-spaced, and is sub- ject to edit - but usually only for space. Black and white, glossy photos illustrating stories are always very welcome. Send stories, items or articles to: Editor, California Preservation, 41 Sutter, Suite 1593, San Francisco, California 94104. r------------------ -- -- -- -- ------------------, This issue of California Preservation was ~ brought to you by John Merritt, with the ' ~ assistance of Dick Price. Contributors are ~ Donna Blitzer, Chris Brewer, David Cameron Darrell Cozen, Christy McAvoy, Ephraim ~ Sm1th, John Snyder and Sandy Wood. ; L- -- -- -- -- -' -- -- - --- -- -- -- -- -- -- -- -- -- -- -- -- -- -- '-= 5 Publications REHAB RIGHT is back, revised and updated. Subtitled "How to Realize the Full Value of Your Old House", the message is even stronger now - eight years after publication of the original book - that the proper use of mei:hods and materials makes a vintage house more de- sirable, attractive and worth more than the same house bungled by uninformed rehabbers. Resale values are now obvious proof, but i:his book also provides good advice for rehabbers. REHAB RIGHT, by Helaine Kaplan Prentice and Blair Prentice, was originally published by the City of Oakland...and thousands of copies were distributed to Oakland residents. This new edition- by Berkeley's Ten Speed Press - sells for $9.95 and should be widely avail- able in bookstores. For years we have advised people to read this book carefully before they touch their olcf house. Chapters on styles set the tone for well-illustrated how-to sections on inspect- ing before buying, foundation work, stair repair, floors, walls, etc. Information on state, federal and local codes, financial or technical assistance and on how to go through the permit process are current to 1987. While there have been many imitators since REHAE~ RIGHT appeared in 1978, this book is still the one to get if you are planning to do tiny restoration or advise those who do. An unacceptable alternative for the Single Story Italianate would have been to remove the stately narrow window and replace it with a boxy picture window. ETHNIC SURVEY Several years ago the Office of Historic Pres- ervation sponsored an ethnic minority cultural resources survey to identify and record histor- ically and culturally significant properties associated with Afro American, Hispanic, Chi- nese American, Japanese American and Native Americans in California. The survey resulted in a short history of each ethnic group and the identification of 100 sites that are exam- ples of the various ethnic/historic properties that are important to each group. OHP has prepared for publication the narrative history and 25 exemplary sites from each group. The survey report will provide a context for the identification and evaluation of additional important ethnic properties in the future. Be- yond that, it should be interesting reading for anyone interested in the history of California. The book will be available the Publication Section of Parks and Recreation at P.~ ramento, CA 94296-0001, or 322-1000. The cost of the about $6.00. Please watch for purchase from the Department of ). Box 942896, Sac- by calling (916) publication will be for its release. PRESERVATION HAS HISTORY The State Office is also publishing The Evolu- of Historic Preservation in California, 1940 - 1976, by Nadine Hata, former Historical Resour ces Commission Chair and current CPF Board mere ber. While historic preservation in the .state goes back into the nineteenth century, Nadine is most interested in the development and changes in public policy, as evidenced in governmental programs. She follows Sacramento attempts to mirror the growing federal program within California's State Division of Beaches and Parks and, then, Department of Parks & Recreation. Local moves to enact ordinances and protection are followed and, not unsurprisingly, the tempo increases after passage of the National Historic Preserva- tion Act of 1966, witnessing the growth of a much expanded, much more sophisticated preserva- tion community. What might interest many of you is Nadine's many interviews with people you know, individuals still active in California. The book is available from the Publications Sec- tion of the Department of Parks & Recreation, P. 0. Box 942896, Sacramento, CA 94296-0838, and the pre-publication price was $17.95, plus tax. TOURISM REPORT The National Trust Western Regional Office has released a report, "Tourism and Historic Preservation in The West", which is a prelim- inary step in establishing an expanded pro- gram effort in this fertile topical field. Taken with the 1984 Heritage Task Force Re- port on the economics of heritage properties related to tourist spending patterns, Califor- nia preservationists should start making the case with the State Department of Tourism... one of the Heritage Task Force priorities. .The National Trust report is interesting in its comparisons of the various western states' budgets for the promotion of tourism. While California ranks high, reading between the lines, no money is spent specifically promoting historic resources. Several western states - Washington and Oregon immediately come to_ mind - have created historic and cultural resource supplements to the usual state tourism publica- tions, and have done so at little cost. The report also covers some interesting western 'case studies' where communities have moved to capitalize on historic resources to diversify the economic base through increased tourism. Copies of the report are available through the Trust Western Regional Office, #1 Sutter, Suite 707, San Francisco, CA 94104. BAKERSFIELD and KERN PICTURE ALBUM, by Don Pipkin and Chris Brewer, is just that, photos of a Central Valley town taken before 1930, a town nearly forgotten now that Bakersfield is so large. The Album has no text but the pic- tures of buildings, interiors, people proud of their town, people at play or celebrating old ' celebrations, is very lucid and evocative... and the book should be provocative, spurring people to preserve what remains from this time. The Album is available from Redford Gallery, 2836 Niles Street, Bakersfield, CA 93306 (805/ 871-9361); no price is listed. r,~ u BEDDING RECORDS MAJOR SUCCESS Redding's Old City Hall, a two-story brick building comp lete with a m ansard-roofed wood cupola was b uilt in 1907 (Matt W. Herron, -_ ~^ ^_"' _ ~ - Architect) '~~ The building is para of ~': ,~ F~ ~ _ ~ ~, ~. ~.r ~` r;'~ the America's C i t y H a l l Exhibit in the Library r• S- of Congress and, as of - 1978, has been ~ listed on the `' National Regi- ster of Histor- ic Places; it `y is Redding's ,=~'~ fourth oldest brick building. This 6000 square foot Simplified Romanesque Re- vival building served as a wedding chapel, courthouse, jail, air-raid shelter, city coun- cil chambers, police department, and at one time it housed all of the city government. In 1977 the city decided to save and restore its then-vacant old government headquarters and began a feasibility study. In 1980 the City Council contracted with Gary F. Wirth • AIA and Associates/Architects, Inc., of Woodland to prepare plans for several poten- tial uses. Six years later the Shasta County Arts Council was selected to occupy and manage the building as a performing and fine arts center.._- Coinciding with the beginning of Redding's 1986 Centennial of Incorporation Celebration, the exterior was restored to its 1907 appear- ance, and the interior was structurally upda- ted and renovated. In March, 1987 the Old City Hall opened as an exhibition gallery, small theatre with light and sound systems, kitchen (complete with one of two original steel jail cells!), and SCAC's office. The cost of the renovation was 8611,000 broken down: state-8227,000, city-5237,000, private donations-$106,000, and community block grant -841,000. The original cupola was removed in the 1920s due to structural problems. In 1986 the Leah and Car•1 McConnell Foundation donaied 545,000 to the city to help with construction costs with the stipulation that the cupola be re- built. Vernon Stainbrook's carpentry class at Shasta College built the ?.1-foot tall wood, sheet metal, and wrought iron bell tower based on plans and elevations reconstructed from early photographs. On April 7, 1987, after a short ceremony, the cupola was raised to the roof of Old City Hall by crane. The cupola's original solid bronze bell was installed, and socn the bell will be rung by an electronic striker. The national flag flies from the 18- foot flagpole atop the cupola. Jim King, project manager for the City of Red- ding, stated, "This is the community's first effort to carry out a bona-fide restoration project. Even though it took ten years to com- plete, the time frame allowed hundreds of peo- ple to join in the fund-raising. The building will provide long-term financial support be- cause the community has been brought into the project." One of the fund-raising brochures aptly describes this important preservation project, "In restoring Redding's Old City Hall we not only preserve a window to the drama of the past, but we enable the building to con- tinue its history of service to the people." Anniversary 25 in Los Angeles On August 6, 1987, the twenty-fifth anniversary of the Cultural Heritage Board (now known as the Cultural Heritage Commission) of the City of Los Angeles was celebrated at festivities at City Hall. This was one of the first local- government agencies in California to be estab- lished with power to designate and afford legal protection to historic and architectural land- marks. The Board's first meeting had been on August 6, 1962, and the first Historic-Cultural Monument, the Leonis Adobe, was designated that day, just as bulldozers were about to demolish it. A stop work order went out that afternoon and the landmark was saved. At the 1987 ceremonies, Mayor Tom Bradley, flanked by City Councilmembers John Ferraro (Council President) and Joel Wachs (Chair of the Council's Recreation, Library and Cultural Affairs Committee), presented a proclamation to Commission President, Dr. A.S.Marwah, honor- ing the Commission's work, and to the L.A. AIA for initiating the Commission. L.A. Conservan- cy President,Howard Heitner, also presented a certificate to the Commission. Mayor Bradley gave three Certificates of Ap- preciation to private citizens; two of these went to California Preservation Foundation Board members who had represented local pres- ervation organizations before the Commission: David Cameron of The Los Angeles Conservancy and Christy McAvoy of Hollywood Heritage for, "advice to and support of the Cultural Heritage Commission, and for (their) role(s) as guard- ian(s) of Historic-Cultural Monuments in the City of Los Angeles." The third Mayor's Certificate went to Raymond Girvigian, FAIA, who had spearheaded the 1962 AIA effort to establish the Board. The cere- monies were in the same week as the opening of a major exhibit in City Hall's Bridge Gallery, featuring the work of architectural photogra- phers Julius Shulman and 6ruce Boehner, AIA, in Documenting Historic Cultural Monuments designated throughout the City by the Board and Commission. Published at the same time was a handsome booklet, illustrated by some of the photographs in the exhibit, describing each of the 321 Monuments designated as of the date of publication (some no longer extant) and the story of the Board's founding and the current Commission's scope of activities. Sin- gle copies of this booklet, "Historic-Cultural Monuments", are available while supplies last, by written request to: Cultural Heritage Com- mission, Room 1500 City Hall, Los Angeles, CA 90012. 7 CALIFORNIA PRESERVATION FOUNDATION ~® BOARD OF TRUSTEES `.!avid Cameron (Santa Monica) :;ill Uelvac (Los Angeles) Linda Dishman (Pasadena) ;layne Donaldson (San Diego) :;ill Ellinger (Pasadena) ';aline Hata (Redondo Beach) iiruce Judd (Hercules) ~:trristy ;~1cAvoy (Hollywood) GeeGee Platt (San Francisco) i'arnela Seager (Long Beach) Rob Solway (Santa Ana) David Shelton (Santa Barbara) Steve Spiller (Redlands) Jim Stickels (Claremont) Bill Sugaya (San Francisco) '.Darren Williams (Sacramento) John h1erritt (Berkeley) E:~ecutive Director 213/452-0914 213/620-1780 818/405-4228 619/2;19- 7888 818/792-8539 213/532-3670 415/421-1680 213/851-8854 415/922-3579 213/431-3541 714/834-4741 805/962-1715 714/792-2111 714/773-3955 415/421-1680 916/444-8170 415/527-7808 Steve Taber (San Francisco) 415/777-320C Counsel: Hanson, Bridgett, Marcus The California Preservation foundation exists to help you improve preservation awareness and activity in your town. If you think we can help, don't hesitate to call your nearest Board member or call 415/527-7808. California Preservation Foundation 41 Sutter , Suite 1593 San Francisco, CA 94104 The California Preservation Foundation began as a grassroots organization in 1975 - as Cal- ifornians for Preservation Action. We still see our strength in the local community and board members come from active local programs.! Without governmental funding, the Foundation relies upon you - local preservationists - for information, identification of issues, suggestions about how we can help you...and for most of our financial support. PLEASE HELP US CONTINUE WITH OUR CRITICAL TASK AS WE WORK TO IMPROVE THE CLIMATE FOR PRESERVATION IN CALIFORNIA. Help Us Do I t •••• Join •• Renew•• NOW ! Send this coupon with your tax-deductible con- tribution to the California Preservation Foun- dation, 41 Sutter, Suite 1593, San Francisco, CA 94104. Your contribution will hel su ~ p pport workshops,) research, publications, legislative efforts, conferences and direct local assistance. ~, Name(s): Address: City: Zip: 1 Home Phone: '. ''•:~ WQrk Phone':~.~~ .*a•,rj;:~~: ~ MEMBERSHIP CATEGOR'I'ES`' ~~"'' ' ..rw.a....,.:.t' uTtit¢,~ 1 Individual or prc.g®n-i,~r i!wa;hMEMBER --- 335.00 1 Student or Seniye.w~~~o:ve H60~)'MEMBER --- $15.00 1 Individual or Or~ganizati°on PATRON --- $75.00 ~ Individual or Organization SPONSOR---$150.00 ----------------------------------- •: r~` Di. ~ 28 =5i _ .~ Q r' M O 1^87 ~,,. ~-~ r_ ~~~. ., ,, ,.,, ~~,:.~, ~ ~~ • USA22 X839 i • ~ CITY OF SARATOGA PLANNING/HERITAGE PRESERVATION COMMISSIONS AGENDA DATE: Tuesday, December 1, 1987 - 7:30 p.m. PLACE: Saratoga Community Center Arts & Crafts Room 19655 Allendale Ave., Saratoga TYPE: Joint Meeting ---------------------------------------------------------------- ITEMS OF DISCUSSION I. Review each Commission's powers and responsibilities as set forth in the City Code. II. Discuss possible changes to the City Code to encourage preservation of heritage resources (standards for setbacks, parking, building code, etc.) III. Discuss Heritage Resource Inventory. IV. ADJOURNMENT • • C~ ~ ~ o~ ~ ~'OC~~ 13777 FRUIT'VALE AVENUE SARATOGA, CALIFORNIA 95070 - (408) 867-3438 1!/IEMORANDUIIe/I TO: Planning/Heritage Preservation Commissions DATE: 11/25/87 FROM: Planning Director SUBJECT: Powers and responsibilities of each Commission The purpose of this memo is to outline the powers and responsibilities of each Commission, as set forth in the City Code. This is the first item of discussion on the joint meeting agenda. PLANNING COMMISSION • The powers and duties of the Planning Commission are discussed in Section 2-15.030 of the City Code. The Planning Commission's r functions are the same as those listed in Section 65101 of the State Government Code, as follows: (a) Prepare, periodically review, and revise, as necessary, the general plan. (b) Implement the general plan through actions including, but not limited to, the administration of specific plans and zoning and subdivision ordinances. (c) Annually review the capital improvement program of the city and the local public works projects of other local agencies for their consistency with the general plan. (d) Endeavor to promote public interest in, comment on, and understanding of the general plan, and regulations relating to it. (e) Consult and advise with public officials and agencies, public utility companies, civic, educational, professional, and other organizations, and citizens generally concerning implementation of the general plan. (f) Promote the coordination of local plans and programs with the plans and programs of other public agencies. • (g) Perform other functions as the legislative body provides, including conducting studies and preparing plans other than those required or authorized by this title. 1 Memo to Planning/Heritage Commissions Re: Powers & responsibilities of each Commission The Planning Commission has been designated by the City Council as the reviewing agency for all planning-related applications in Saratoga. In order to approve any of these applications, the Planning Commission is bound by the City Code to make specific findings. The various applications and their findings are discussed below: (a) Design Review - The purpose of design review is to ensure that new single-family residential construction occurs in a manner that is consistent with the design review standards and guidelines set forth in the Code. The findings for design review relate to avoiding interference with views and privacy, preserving the natural landscape, minimizing the perception of excessive bulk, designing for compatible bulk and height, and meeting the grading and erosion control standards. (b) Conditional Use Permit - Conditional uses require special consideration so that they may be located properly with respect to the objectives of the Zoning Ordinance and with respect to their effects on surrounding properties. The findings for a use permit relate to the use being consistent with the Zoning Ordinance and the purposes of the district in which the site is located, and the use not being detrimental to the health, safety and welfare of the properties and people in .the • vicinity. (c) Variance -The Planning Commission is empowered to grant variances in order to prevent or lessen practical and unnecessary physical hardships which may result from a strict or literal interpretation and enforcement of certain zoning regulations. Generally, variances are required for modifications to setbacks, height limits, coverage, sign and parking regulations and the like. The general findings for a variance relate to unnecessary physical hardship, exceptional or extraordinary circumstances, deprivation of privilege enjoyed by other properties in the area, and protection of the public health, safety and welfare. There are also specific findings relating to sign and parking variances. (d) Subdivision and related applications - In order to approve tentative maps and related applications, the Planning Commission must make findings generally related to consistency with the General Plan, physical suitability for development and mitigation of environmental impacts. (e) Zoning Map/Zoning Code/General Plan Amendments - City Council approval is required for these types of applications, with the Planning Commission in an advisory or recommending role. Findings for approval generally relate to consistency with the General Plan and protection of the public health, safety and • welfare. 2 Memo to Planning/Heritage Commissions Re: Powers & responsibilities of each Commission HERITAGE PRESERVATION COMMISSION The Heritage Preservation Commission was created in 1981 with the adoption of the Heritage Preservation Ordinance. This ordinance is now Chapter 13 of the City Code. The Heritage Commission is advisory only to the City Council, Planning Commission, and agencies/departments of the City, with the purpose of implementing the purposes of the heritage preservation Chapter of the City Code. The purpose of the Chapter is as follows: (a) Safeguard the heritage of the City by providing for the protection of irreplaceable heritage resources representing significant elements of its history; (b) Enchance the visual character of the City by encouraging and regulating the compatibility of architectural styles within historic areas which reflect established architectural traditions; (c) Encourage public knowledge, understanding and appreciation of the City's past, and foster civic and neighborhood pride and sense of identity based upon the recognition and use of the City's heritage resources; • (d) Stabilize and improve property values within the City and increase the economic and financial benefits to the City and its inhabitants derived from the preservation, rehabilitation, and use of heritage resources; (e) Integrate the conservation of heritage resources into the public and private development process and identify as early as possible and resolve conflicts between the preservation of such resources and alternative land uses. The specific powers and duties of the Heritage Commission are ~as follows: (a) Conduct, or cause to be conducted, a comprehensive survey of properties within the boundaries of the City for the purpose of establishing an official inventory of heritage resources. The inventory shall be publicized and periodically updated, and a copy thereof shall be kept on file in the Planning Department. (b) Recommend to the City Council specific proposals for designa- tion as a historic landmark, heritage lane or historic district. (c) Recommend to the appropriate City agencies or departments projects and action programs for the recognition, conservation, . enhancement and use of the City's heritage resources, including standards to be followed with respect to any applications for permits to construct, change, alter, remodel, remove or 3 Memo to Planning/Heritage Commissions Re: Powers & responsibilities of each Commission otherwise affect such resources. (d) Review and comment upon existing or proposed ordinances, plans or policies of the City as they relate to heritage resources. (e) Review and comment upon all applications for building, demolition, grading or tree removal permits involving work to be performed upon or within a designated historic landmark, heritage lane or historic district, and all applications for tentative map approval, rezoning, building site approval, use permit, variance approval, design review or other approval pertaining to or significantly affecting any heritage resource. The Commission's comments shall be forwarded to the City agency or department processing the application within thirty days after receiving the request for such comments. (f) Investigate and report to the City Council on the availability of federal, state, county, local or private funding sources or programs for the rehabilitation and preservation of heritage resources. (g) Cooperate with county, state and federal governments and with private organizations in the pursuit of the objectives of heritage conservation. (h) Upon the request of a property owner or occupant and at the discretion of the Heritage Commission, render advice and guidance on the conservation, rehabilitation, alteration, decoration, landscaping or maintenance of any heritage resource; such voluntary advice and guidance shall not impose any regulation or control over any property. (i) Participate in, promote and conduct public information and educational programs pertaining to heritage resources. (j) Perform such other functions as may be delegated to it by resolution or motion of the City Council. _~ uuek Hsia P ning Director 4 ,~ t CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION AGENDA DATE: Wednesday, November 18, 1987 - 3:00 p.m. PLACE: Saratoga Community Library Meeting Room 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- • I. ROUTINE ORGANIZATION A. Roll Call B. Approval of Minutes of 11/4/87 C. Posting of Agenda D. Oral and Written Communications IT. NEW BUSINESS A. Review application for Certified Local Government Program III. OLD BUSINESS . A. Heritage Resource Plaques - Status report B. Heritage Resource Inventory IV. ITEMS INITIATED BY THE COMMISSION V. ADJOURNMENT • • ~B~L~J9~CC~~ C~ • • CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION MINUTES DATE: Wednesday, November 4, 1987 3:00 p.m. PLACE: Saratoga Community Library, 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting I. Routine Organization A. Roll Call Present: Commissioners Tyrrell, Voester, Cameron, Koepernik, Ansnes (3:30) Absent: Heid, Landsness (excused) Staff: V. Young B. Approval of minutes of 10/21/87 M/S Tyrrell/Cameron to approve minutes as submitted. Passed unanimously, with Voester abstaining. ~- C. Posting of Agenda Staff noted the agenda was posted at City Hall on Friday, October 30, 1987. D. Oral and Written Communications II. New Business A. Discussion topics for joint meeting with Planning Commission - December 1, 1987 V. Young briefed the Commission on the Planning Commission's suggested topics that were discussed the previous evening at a Committee-of-the-Whole study session. The Heritage Commission decided on two topics: 1) potential ordinance amendments to promote preservation (relaxed parking, setback and other regulations, possibly through the variance procedure), and 2) process for adopting the heritage resource inventory. III. Old Business A. Heritage Resou • Commissioners setting up the will work with rce Plaques - Status Report Voester and Ansnes will continue working on plaque presentations. Commissioner Tyrrell the Saratoga News on a plaque story. 1 a Heritage Preservation Minutes November 4, 1987 Page 2 B. Heritage ResourcEa Inventory The Commission ac:knowledged that inventory forms had been completed for items #1 - 70, and developed a list of an additional eight: properties for possible consideration so that the final inventory list would contain about 80 properties. The list is as follows: 1) 14251 Fruitvale Avenue 2) 19161 Cox AvE:nue 3) 19220 Saratoga-Los Gatos Rd. 4) 20900 Big Bas>in Way 5) 11995 Wallbrook 6) 13361 Argonne' 7) 15320 Peach [ill 8) 18500 Marshall Lane Staff will types up the list and distribute to the Commission before the next meeting, so they can be viewed and decided upon. IV. Items Initiated ~ trie Commission • Commissioner Ansnes noted that the Good Government Group's Holiday Party honoring City Commissioners would be held on , December 6 at 4:30 p.m, in the Senior Center, and ., that Commissioners would goon be receiving invitations. Commissioner Tyrrell asked about the status of the designation application for the N[eagher-Smiley House. V. Young noted the application had been withdrawn, pending review of the subdivision application for the property. V. Adjournment The meeting was adjourned at 4:30 p.m. The next meeting will be held on Wednesday, November 18, 1987, at 3:00 p.m. Respectfully submitted, Valerie Young Secretary to Commission ~J 2 • ~°~ o ~~B~Q~~ C B'2~4 oQ°/~~OO C~L~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 • (408) 86?-3438 MEMORANDUM TO: Heritage Preservation Commission DATE: November 12, 1987 FROM: Valerie Young, Secretary to the Commission SUBJECT: Certified Local Government Application --------------------------------------------------------------------------------- The CLG application is now complete. This item has been tentatively scheduled f_or City Council review and approval at their December 2, 1987 meeting. A cover memo to the Council will accompany the appli- cation. Please review the attached materials and be prepared to make a recommendation to the Council regarding the application at your next meeting. • • ~~' ~ ~.,~ ~'I ~' ,,-v ~ O i. ~~ ~ ~^ ~ ~ ~0~~ ~''~`'~~OO ~3~`v REPORT TO MA~'OR AND CITY COUNCIL DATE: COUNCIL MEETING: December 2, 1987 SUBJECT: Certified Local Government Historic Preservation Program BACKGROUND One of the Heritage Preservation Commission's adopted work priorities for FY87-88 is completion of the application to participate in the Certified Local Government His- toric Preservation Program (CLG). The CLG program was developed to enable local governments to participate more directly in state preservation activities, particu- larly the National Register nomination process and the ability to apply for state preservation grant funds. The Heritage Commission believes that participation in the program will help further preservation activities in Saratoga, and unanimously recommended approval of the application at their November 18 meeting. Details on the program are provided in the attached material. Because there are a variety of local preservation programs, the CLG program offers two levels of par- ticipation, threshold and expanded. The City of Saratoga qualifies for the threshold level. The grant funds are awarded on a 50/50 matching basis and may be used for a variety of preservation-related activities, including public outreach and education, National Register nominations, revolving funds, publications and historic building inventories. RECOb7MENDATION The CLG program application requires the submittal of a number of documents, including a resolution adopted by the Council authorizing the application. The application documents are attached. If the Council approves the City's participation in this program, the recommended motion is to adopt the resolution and direct staff to submit the application to the State Office of Historic Preservation. Yuchuek Hsia Planning Director Attachments: 1) CLG application and information materials 2) Heritage Commission minutes, 11/18/87 3) Heritage Commission 1987-88 work list STATE OF CALIFORNIA • PROCEDUB S FOR C' .RTIFI D LQ .Ai GO VFR,NIUE~.VT HISTORIC PRESF_RVATION PROGRAM INTRODUCTION - The 1980 amendments to the National Historic Preservation Act of 1966 provide for the establishment of a Certified Local Government (CLG) Program. This program allows for direct local government participation in California's comprehensive statewide historic preservation plan. The CLG Program encourages the preservation of significant cultural resources by promoting a partnership between local governments and the State of California. Local involvement in preservation issues permits a CLG to assume a leadership role in the preservation of the community's cultural heritage and to have a formal participation in the National Register nomination review process. Local interests and concerns are integrated into the official planning and decision-making processes at the earliest possible opportunity. Preserving historic properties as important reflections of our American heritage became a national policy through passage of the Antiquities Act of 1906, the Historic Sites Act of 1935, and the National Historic Preservation Act of 1966. In part, the National Historic Preservation Act of 1966 instructed the Federal Government to assist local governments to expand and accelerate their historic preservation . programs and activities. Since enactment of the National Historic Preservation Act of 1966, the historic preservation expertise and activities of local governments have significantly increased. The act, however, provided no opportunity for local governments to be involved formally in the national historic preservation program administered by the Department of the Interior's National Park Service (NPS). Lack ref formal participation by local governments often meant that historic preservation issues were not considered until development planning was well under way. This often resulted in preservation/land development conflicts causing project delays and increasing costs. In addition, opportunities frequently were lost for preservation-oriented development that could satisfy both preservation and development goals. 1n recogniti.on of the need to involve local governments in historic preservation, the 1980 amendments to the 1966 act provided a specific role for local governments in the national program. The Secretary of the Interior (Secretary) is required by the amended legislation to develop regulations for the certification of local governments and for the allocation of Historic Preservation Fund (HPF) monies by states to certified local governments. To qualify for certification, the amended legislation specifies that local governments must have certain administrative and legal capacities. This legislation directs states with approved state historic preservation programs to develop a mechanism for the certification of qualified local governments. Once certified, a local government will be included in the process of nominating properties to the National Register of Historic Places and will he eligihle to apply to the state for a share of the state's annual HPF allocation. At least ten percent X10%) of California's annual HPF allocation shall be designated for transfer to the CLGs. CLGs receiving HPF grants shall be considered subgrantees of the state. All CLGs shall be el'.igible to receive funds from the CLG share of the . state's local annual HPF. grant award. The state, however, is not required to award funds to all governments that are eligible to receive funds. At such time as congress may appropriate more than $65.,000,000.00 to the HPF, a different distribution formula will be in effect, resulting in a proportionately larger share to the CLGs. Historic Preservation Fund grants shall be awarded to CLGs on a 50/50 matching basis. The matching share is a requirement to maintain consistency with standard federal allocations to state and to ensure standard accountability in fiscal management. Local financial management systems shall be in accordance with the standards specified in the federal Office of Management and Budget (OMB) Circular A-128 and shall also be auditable pursuant to the federal General Accounting Office's "Standards for Audit of (iovernmental Organizations, Programs, Activities, and Functions." The California CLG program offers, local governments an opportunity for involvement in historic preservation at two levels of participation. A two-tier system of allocating HPF funds provides recognition for local governments capable of either assuming substantial responsibilities or opting for minimal participation in the program. Pass-through grant amounts shall be awarded commensurate with the level of participation by the CLG. Threshold level of participation requires the local government to satisfy the five minimum requirements identified in the Code of Federal Regulations, 36 CFR Part 61. Supplemental allocation of funds for expanded level of participation shall be contingent upon satisfying additional requirements. Responsibilities of the CLG shall be complementary to and carried out in coordination with those of the State Historic Preservation Office (SHPO) as outlined in 36 CFR 61.4(b). THRESHOLD LEVEL OF PARTICIPATION Any local government is eligible to apply for certification, with the exception of regional commissions and councils of governments. A local government is any general purpose political subdivision of California such as a city or a county. Local governments must: 1. Enforce appropriate state and local legislation for the designation and protection of historic properties, ?.. Estahlish an adequate and qualified historic preservation review commission by 1 oca I 1 aw, 3. Maintain a system for the survey and inventory of historic properties, 4. Provide for adequate public participation in the local historic preservation program, including tl~e process of recommending properties for nomination to the National Register, and 5. Satisfactorily perform the responsibilities delegated to it by tl~e state. • 2 i :. Local governments may he certified to participate in the CLC. program at the threshold level of participation by complying with the follov~~ing requirements: I. Enforce appropriate state or : -the designation and protection of historic properties: A. State enabling legislation provides for local jurisdictions to enact appropriate legislation. California Government Code Sections 65850, 25373, and 37361 enable city and county legislative bodies to provide for "the protection, enhancement, perpetuation, or use of places, sites, buildings, structures, works of art and other objects having a special character or special historical or aesthetic interest or value." I3. Local governments are encouraged to adopt local historic preservation ordinances with provisions for designation and protection of historic and archeological resources. C. The appropriate legislation shall be consistent with the intent and purpose of the National Historic Preservation Act as amended in 1980. Ii. Establish an adequate and qualified historic preservation review commission by state or local law: A. Local governments must establish an adequate historic preservation review commission by local law. The commission shall include a minimum membership of five individuals with all members having demonstrated interest, competence, or knowledge in historic preservation. F3. Commission members shall be appointed from among professionals in the disciplines of architecture, history, architectural history, planning, archeology, or other historic preservation-related disciplines, such as urban planning, American studies, American civilization, cultural geography, or cultural anthropology, to the extent that such pro f.essionals are available in the community. Commission membership shall also include lay members who have demonstrated special interest, competence, experience, or knowledge in historic preservation, American studies, cultural anthropology, cultural geography, or other historic preservation-related disciplines. C. If a special expertise is not represented on the commission for the . consideration of National Register nominations or other actions which are normally evaluated by a professional in such discipline, the local government shall. obtain professional technical expertise from established organizations, institutions, public agencies, or other commissions, such as the State Office of Historic Preservation (OH['1, State Historical Resources Commission, regional archeological information centers, colleges or universities, AIA preservation officers, private. preservation consultants, or regional co~~ncils of governments. f~. The local government must demonstrate that it has made a reasonable effort to fill positions on the commission with professional and lay members as highly qualified, and representing as diverse a range ~f disciplines, as possible. 3 J r E. Commission members shall be appointed by the chief elected local official and approved by the city council or board of supervisors. The chief elected local official shall make interim appointments to fill unexpired • terms in the event of vacancies occurring during the term of members of the commission. The appointing authority shall act within sixty (60) days to fill a vacancy. Terms of office of the commission members shall be staggered and of two (1) year minimum duration (except as provided in the initiation of the commi:ssion). P. The commission shall rneet at least four (4) times per year, with meetings held at regular intervals, in a public place, advertised in advance, and open to the public, pursuant to the California Open Meeting Act. Written minutes of commission meetings shall be kept on file and available for public inspection. r. Each commission member is required to attend at least .one informational or educational meetin€„ seminar, workshop, or conference per year that pertains directly to the work and functions of the commission and would be approvable by the state. The annual State Historic Preservation Conference, sponsored by OH P, provides special sessions devoted to the issues, objectives, and responsibilities of commissions. H. The commission shall publish procedural rules for registering historical properties identified in. a local cultural resources survey program for the National Register of Historic Places, in accordance with the requirements in the National Historic Preservation Act, Section 101(c)(2). The procedural requirements must include standards and criteria for individual properties and districts with boundary identification, property owner notification, public meeting format, and appeal procedures in accordance with established National Register regulations. The CI_G does not have the authority to nominate properties directly to the National Register. (. The commission shall be responsible for overseeing the compiling, recording, and updatin;~ of information on cultural resources within its jurisdiction. The information shall be based on a comprehensive survey which is conducted in conformance with state survey standards and procedures. Surveys completed prior to the certification of a lonal government must be done in accordance with state standards. .l. An annual report of the activities of the commission shall be submitted to the state at the end of each calendar year. The reports shall include, but not be limited to, such information as appointments to the commission, resumes of commission members and staff, attendance records of members, official minutes of the commission meetings, revisions in the enabling ordinance if a.pp!icable, sponsorship of special programs such as educational workshops or conferences, summaries of environmental review cases requiring commission comments, new landmarks and historic districts designated, re>view of National Register nominations, cultural resources survey updates, and other pertinent activities performed by the comrn issi on. 4 • ~ 1 ~- III. Maintain a system for the survey and inventory of historic properties: The CLG shall be responsible for organizing, developing, and administering an inventory of -cultural resources within the entire spatial jurisdiction of the CLG. A. The commission shall develop procedures for conducting an inventory of cultural resources. Survey activities shall be coordinated with and complementary to the state program to ensure that survey results produced by the CLG will be readily integrated into the statewide comprehensive historic preservation planning process. 1. As part of any ongoing survey effort, procedural requirements must allow for periodic update of survey results on an annual basis as buildings gain maturity and as new areas are incorporates or annexed by the CLG. 2. The commission must adopt state guidelines for conducting its inventory of historic properties. State-approved inventory forms (I~PR 523), encoding sheets (TIPR 660), and the California Historic Resources Inventory Survey Workbook shall he used to facilitate integration into the state electronic data system and for statewide comprehensive historic preservation planning purposes. 3. Procedural standards for evaluation of properties must be consistent with the National Register of Historic Places criteria. B. The commission shall establish internal procedures to facilitate the use of survey results in the planning process by the CLG officials and departments. The commission shall submit survey results to the CLG. • Copies of the survey must be on deposit at the local planning department and OHP. See IVB(2) below for public access requirements. TV. Provide for adequate public participation in the local historic preservation program: A. The CLG shall provide opportunities for public participation in all responsibilities delegated to the CLG, in accordance with appropriate regulations, standards, and guidelines. R. The CLG shall encourage public participation in local historic preservation programs. 1. Public participation shall be fully encouraged in direct involvement on the local historic preservation commission as .professional or lay members. Commission meetings shall be open to the public, with published agenda and minutes in accordance with the California Open Meeting Act. The published agenda shall be mailed in advance of meetings to individuals and citizen organizations interested in the commission's activities. . 5 2. Public participation shall be fully encouraged in the performance of the historic survey program at all levels of completion to identify and inventory significant cultural resources in the jurisdiction of the CLG. Survey results shall be of public record and on file at a public institution, except in the case of sensitive resources, e.g., archeological sites subject to vandalism. 3. Public participation and comment shall be fully encouraged in the nomination process for the National Register of Historic Places program. The ~~LG shall publish the procedures by which assessments of potential National Register nominations will be administered. V. Satisfactorily perform the responsibilities delegated to the CLG: A. The state shall monitoir and evaluate the performance of the CLG for consistency with the identification, evaluation, and preservation priorities of the comprehensive state historic preservation planning process. 1. The state shall conduct an annual review of CLGs to assure that each government continues to meet the minimal requirements and is satisfactorily performing its responsibilities. As part of this review, the state shall examine the annual reports submitted by the CLGs, records of the administration of funds allocated from the HPF, and other documents as necessary. The CLG shall make these records available to the st<3te. 7_. If the state evaluation indicates that the CLG no longer meets the minimal requirements or that in any other way a CLG's performance is not satisfactory, the state shall document that assessment and • recommend to the local government steps to bring its performance up to a satisfactory level. The CLG shall have a period of not less than 30 nor more i:han 180 days to implement improvements. If the state determines that sufficient improvement has not occurred, the state shall recommend decertification of the local government to the Secretary, citing specific reasons for the recommendation. Performance shall be deemed unsatisfactory if one or more of the following conditions exist or is applicable: a) the commission fails to perform its delegated responsibilities within established time periods; b) the CLG:, fails to coordinate its responsibilities with the state; cl the commission substantially fails to maintain consistency of its design review decisions with the Secretary's standards for historic preservatiion; d) the CLG fails to maintain a qualified historic preservation review commission membership or fails to acquire the appropriate expertise for review and comment; e) the CLG fails to enforce ~ the provisions of the local preservation ordinance; f) the CLG fails to comply adequately with proper fiscal management of HPF grants in accordance with OMB Circular A-128, the Single Audit A.ct of 1984, and the National Register Programs Manual. Fi. The state shall conduct financial assistance close-out procedures pursuant to the National Register Crograms Manual when a local l;ovc~rrunent is decertified. • C. CLGs may petition OHP to be decertified voluntarily and without prejudice. . n. The State shall identify specific responsibilities ¢eleg~ted in common to all CLGs. E. The CLG may assume certain responsibilities of recommending properties identified in the CLG jurisdiction to the National Register of Historic PI aces. 1. The SHPO shall have the sole responsibility of nominating National Register properties directly to the Secretary. 2. Selection of properties for nomination to the National Register shall be based on the results of the local survey program. 3. Procedural guidelines -shall specify the process for accepting application requests, property owner notification, public hearing announcements, and coordination with the state. 4. All meetings shall be open to the public at specified intervals and must be in accordance with the California Open Meeting Act. Published agenda and minr_rtes of the public meetings shall be on file with the commission and the state. 5. T~ecisions of the commission must be presented to the applicant, the property owner, and the state in writing with specific reference to the selected National Register criterion and the appropriate level of significance. The commission shall consider all National Register applications exclusively in accordance with the National Register criteria. Membership of the commission must include or have access to qualified experts knowledgeable in the subject area submitted for review. 6. The CLG shall establish procedures for the National Register nomination process consistent with the requirements in the National Historic Preservation Act, Section 101(c)(2). a. Subsection 101(c)(2)(A) states that "Before a property within the jurisdiction of the certified local government may be considered by the State to be nominated to the Secretary for inclusion on the National Register, the State Historic Preservation Officer shall notify the owner, the applicable chief local elected official, and the local historic preservation commission. The commission, after reasonable opportunity for public comment, shall prepare a report as to whether or not such property, in its opinion, meets the criteria of. the National Register. Within sixty rays of notice from the State Historic Preservation Officer, the chief local elected official shall transmit the report of the cormission and his recommendation to the State Historic Preservation Officer. Except as provided in subparagraph lB), after receipt of such report and recommendation, or if no such report and recommendation are received within sixty days, the State shall • make the nomination pursuant to Section 101(a). The State may expedite such process with the concurrence of the certified local government." b. Subsection 191(c)(2)(B) states that "If both the commission and the chief J~xal elected official recommend that a property not be nominated to the National Register, the State Historic Preservation Officer shall take no further action, unless within thirty day<,; of the receipt of such recommendation by the State Historic Preservation Officer an appeal is filed with the State. If such an appeal is filed, the State shall follow the procedure lfor making a nomination pursuant to Section 101(a). Any report and recommendations made under this section shall be included' with any nomination submitted by the state to the Secretary. 7. By mutual written agreement with the local governing body, the state may delegate additional responsibilities to the CLG. EXPANDED LEVEL OF PARTICIPATION Local governments may participate at the expanded level of participation by ~ornplying with all responsibilities required at the threshold level of participation. By mutual written agreement with i:he local governing body, the state may delegate additional responsibilities to the CLG. Local governments may be certified to participate in the program at the expanded • level of participation by fulfilling :selected elements of the following requirements: I. State enabling legislation provides for local jurisdictions to enact appropriate legislation. The CLG shall adopt a historic preservation ordinance with the following provisions: .q. Declaration of Policy -- A statement of purpose should clearly recite the reasons for enacting the ordinance and specifically contain a general welfare clause illustrating that historic preservation is in the public interest. The policy declaration shall also describe the public benefits possible for the CLG gained through educational, cultural, aesthetic, social, and economic enhancements from historic preservation. I3. Preservation Commission -The ordinance shall authorize the creation of a historic preservation commission. Provisions of the ordinance must include specific guidance in the membership composition, qualifications, compensation, appoini:ments, powers, and terms of office of the commission. The commission staffing, budgeting, rule-making authority, and legal jurisdiction overseeing historic preservation activities must be well defined. The ordinance shall give the commission authority to promulgate its own operating rules (by-lawsl. Rules of procedure adopted by the ~~mmissi~n shalt he available for public inspection. The area of geographical authority for the commission shall be coterminous with the boundaries of the !Deal jurisdiction. • 8 C. Historic Survey and Registration -The ordinance shall include provisions for the compiling, updating, and maintaining of an inventory of historic resources located within the jurisdiction of the CLG. The ordinance must • also clearly delineate procedures for evaluating and registering both individual-h' ~, ~' „ „' ~ , D. Penalties and Severability -Strict criminal and civil penalty provisions must be included to ensure enforcement capability and credibility. Severability shall be included to protect against the disallowance of the total ,ordinance in the event that one section is determined to be unconstitutional or otherwise invalidated. E. Operational Definitions -The ordinance shall include precise definitions of such terms as preservation commission, historic districts, eligibility criteria, alteration and improvement standards, demolition stays, and other preservation terminology to help clarify and define administrative procedures. II. The CLG may adopt a historical preservation element for the local jurisdiction's General Plan, as authorized by the California Government Code. The CLG, in conjunction with the state, shall establish procedures for implementation of the element. III. The CLG shall participate in the environmental review of local projects in accordance with the requirements under the California Environmental Quality Act. The commission may review and comment on permit actions affecting significant listed historic properties and other resources eligible for listing, in accordance with local ordinance requirements and with the California Environmental Quality Act. Procedural guidelines should include standards for demolition stays, design review criteria, anti-neglect requirements, and appeal . strategies. IV. The CLG may participate in the review and comment on historic preservation certification applications for tax incentives. The CLG and state may establish procedures for implementation of the investment tax credit program at the local level in conformance with The Secretary of the Interior's Standards for Historic Preservation. V. The CLG may develop educational programs promoting historic preservation at the local level such as, but not limited to, sponsorship of preservation workshops, publication of preservation information, organizing preservation fairs, conducting walking tours, and preparing preservation curricula for schools. VI. Commission members may act in an advisory capacity to other officials and departments within the local government and act as a liaison on behalf of the CLG to individuals and organizations concerned with historic preservation. VII. The CLG may participate in the Mills Act property-tax relief program for owners of historic properties. Viii. The CLG may participate in the Marks Historical Rehabilitation Act for issuance of tax-exempt industrial development bonds, providing that the commission shall serve as all or part of the required citizen advisory board. • 9 IX. By mutual written agreement with the local governing body, the state may delegate additional responsibilities to the CLG. • CERTIFICATIGN OF LOCAL GOVERNMENTS State shall provide a mechanism for certifying local governments to participate in the CLG program. Local governments may submit applications for certification at any time. Application requests shill be submitted by the chief elected local official. 1. The chief elected local off`.icial shall request certification from the state in writing, with specific reference to threshold or expanded level of participation. The official request for certification shall include: A. A written assurance by the chief elected local official that the local government fulfills and shall fulfill all the requirements of the certification standards, B. A copy of the local historic preservation legislation and a copy of the local government charier, with description of the boundaries administered by the local jurisdiction, C. Resumes for each of th.e members of the historic preservation commission, D. Names and resumes, where appropriate, of staff members responsible for administration of the historic preservation program for the commission or local government, E. Lf begun, evidence o:f a cultural resources survey performed in the • community, with information on the progress and future intent of the survey, and F. A brief explanation of activities proposed by the local government to - provide the state wiith preliminary information on suggested work functions. 2. The state shall respond to the chief elected local official within forty-five (45) days of receipt of an adequately documented written request. 3. A .committee of SHPO staff members shall review the certification applications to determine the local govemment's ability to meet state . requirements for the CLG program at either the threshold or expanded level of participation. SH1'O concurrence shall be required for .final approval of certification of a local government. 4. When a local government's certification request has been approved in accordance with the state's approved certification process, the state shall prepare a written certification agreement for presentation to the local government. A. The certification agreement shall identify the minimum required responsibilities of the local government when certified. The agreement shall also include any additional responsibilities delegated to the CLG. 10 • B. State shall forward to the Secretary a copy of the approved request-and the certification agreement. C. If the Secretar does not take exception to the request within fifteen (15) working days of receipt of the state's reques , tFie-focal government shall be regarded as certified by the Secretary: D. The delegation of responsibilities assigned to the CLG may be modified by amending the certification agreement with approval of the Secretary. TRANSFER OF GRANTS TO CERTIFIED LOCAL GOVERNMENTS At least ten percent of California's annual HPF allocation shall be transferred to CLGs for implementation of eligible activities which promote the identification, evaluation, nomination, and preservation of their communities' significant cultural resources. Specific activities may include, but not be limited to, adoption of local preservation-related legislation, development of public education programs, establishment of comprehensive communitywide historic preservation plans, nomination of properties to the National Register, administration of a preservation revolving fund, implementation of a permanent administrative staff position responsible for preservation activities, and publication of literature on historic preservation. CLGs may not use HPF grants for the acquisition, development, maintenance, or operation of historic properties. In addition, transferred monies shall not be applied as matching share for any other federal grant or for lobbying pu rpcses. Any state-directed specific uses of HPF funds shall be for activities for which the state would be eligible for HPF funding, and which are consistent with the state comprehensive historic preservation planning process. California shall make a reasonable effort to distribute HPF grants among the maximum number of eligible local governments consistent with 36 CFR 61.7(f)(1). Reasonable distribution of funds shall include a consideration of equitable allocations between urban and rural areas and among northern, southern, and central portions of the state. Equitable distribution discourages a disproportionate share of the allocation awarded to a single CLG. The CLG's share of the HPF shall be of a sufficient amount to produce a specific impact and to generate effects directly as a result of the funds transfer. The state is not required to award funds to all governments that are eligible to receive grants. Program consistency and quality of standards require that the state not award grant funds to all eligible local governments if there is a risk of sacrificing positive, tangible results. Eligible local governments shall adhere to the state's instructions for allocation of the CLG share of California's annual HPF. The state shall periodically notify all CLGs of the funding availability of HPF grants to qualified local governments. • 11 The CLG receiving a portion of 'the local share of the state's annual HPF must satisfy certain minimum requirements. 1. The CLG must maintain adequate financial management systems in . accordance with the standards specified in the most recent OMB Circular A-128. A. Local financial management systems shall be auditable pursuant to the General Accounting; Office's Standards for Audit of Governmental Organizations, Programs, Activities, and Functions. B. The state shall be responsible, through financial audit, for the proper accounting of CLG share monies in accordance with OMB Circular A-128, the Single Audit Act of 1984 (Public Law 98-502). 2. The CLG shall adhere to all requirements of the National Register Programs Manual, which sets forth administrative procedures and policies for HPF grants awarded by the Secretary. 3. Indirect costs may be charged as part of the CLG only if the CLG meets the requirements of the National Register Programs Manual and has a current indirect cost rate approved by the cognizant federal agency. 4. The CLG must adhere to any requirements mandated by Congress regarding the use of the HPF monies. 5. The CLG shall meet all ~~ertification eligibility requirements during the grant period, as specified in the written grant agreement between the state and the CLG. The state shall award funds on a competitive basis to CLGs, contingent upon the following priorities and criteria. 1. The CLG demonstrates a clear understanding of state and local preservation programs contributing toward the identification, evaluation, and protection of significant cultural resources within the jurisdiction of the local government. 2. The CLG provides adequate matching local share (50%) as match for the federal grant-in-aid. 3. A CLG requesting expanded level of participation shall receive higher selection priority. 4. The CLG clearly preseni:s specific goals and objectives that are realistically attainable within the funding period. ' Within thirty (30) days after the state receives formal obligation of funds from the Department of the Interior, the state shall notify CLGs of the successful grant awards. The state shall submit the selected CLGs to the State Historical Resources Commission for concurrence. The state shall make available to the public, upon request, the rationale for the applicants selected and the amounts awarded. 12 • A PPENf~IX DEFINITIONS For purposes of identifieatro, ; ``~~~: ---.- "Approved State Program" means a state historic preservation program that has been approved by the Secretary of the Interior. "Certified Local Government" means a local government that has been certified to carry out the purposes of the National Historic Preservation Act, as amended. "Chief Elected Local Official" means the elected head of a local government. "CLG Share" means the funding authorized for transfer to local governments. "Comprehensive Historic Preservation Planning" means an ongoing process that is consistent with technical standards issued by the Department of the Interior and which produces reliable, understandable, and up-to-date information for decision-making related to the identification, evaluation, and protection/treatment of historic resources. "Comprehensive Statewide Historic Preservation Plan" means the part of the planning process that conforms to the Secretary's Standards for Preservation Planning and is approved as part of the State Program Approval Process. The comprehensive plan entails organizing a logical sequence of preservation information pertaining to identification, evaluation, registration, and treatment of historic properties, and setting priorities for accomplishing preservation activities. "Historic Preservation Fund" means the monies accrued under the Outer Continental Shelf Lands Act, as amended, to support the program of matching grants-in-aid to the states for historic preservation programs and projects. "Historic Preservation Review Commission" means a board, council, commission, or other similar collegial body. "Local Government" means a city, county, parish, township, municipality or borough, or any other general-purpose political subdivision of any state. "National Register of Historic Places" means the national list of districts, sites, buildings, structures, and objects significant in American history, architecture, archeology, engineering, and culture, maintained by the Secretary of the Interior. "The National Register Programs Manual" means the manual that ,sets forth NPS administrative procedures .and guidelines for activities concerning the federally-related historic preservation programs of the states, local governments, and the National Trust -for Historic Preservation. This manual includes guidelines and procedures for the administration of the historic preservation grants-in-aid programs and supersedes the HPF Grants Management Manual. • 13. "National Park Service" means tlhe bureau of the Department of the Interior to which the Secretary of the Interior has delegated the authority and responsibility for administering the National Historic Preservation Program. "Secretary" means the Secretary of the Interior. Unless otherwise stated in law or regulation, the Secretary has delegated the authority and responsibility for administering the National Historic Preservation Program to the National Park Service. "Secretary's Standards and Guidelines" means the Secretary of the Interior's Standards and Guidelines for Archeolog}r and Historic Preservation. The standards and guidelines provide technic:al information about archeological and historic preservation activities and methods. "State" means the State of California, as represented by the State Office of Historic Preservation. "State Historic Preservation Officer" is the official within California who has been designated and appointed by the Governor to administer the state historic preservation program in California. "State Program" means..the state historic preservation program in California. "Subgrantee" means the certified local government to which a subgrant is made by the state and which is accountable to the state for use of the funds provided. D-2337H CJ C~ 14 x .. .. CERTIFIED LOCAL GOVERNMENT HISTORIC PRESERVATION PROGRAM CERTIFICATION APPLICATION The XX City -County of Saratoga certification of its historic preservation program in accordancerwithsthe Procedures for Certified Local Government Historic Preservation Program of the State of California. We request certification at the XXthreshhold -expanded level of participation. -' Enclosed are: Attachment #1 Copy of the local historic preservation legislation (ordinance, etc.) #2 Copy of local government charter, with description of the boundaries administered CJ #3 Resumes for each of the members of the historic preservation commission #4 Names, resumes, and phone numbers, where appropriate, of staff members responsible for administration of the historic preservation program for commission or local government #5 If begun, evidence of cultural resources surve communit Y(s) performed in the y, with information on the progress and future intended uses of the survey #6 Brief explanation of activities proposed by the local government to provide the state with preliminary information on suggested work functions for the selected level of participation #~ Brief description of how this local government meets each of the requirements listed in the Procedures (pages 3-6, I-IV) #8 Resolution adopted authorizing application for Certified Local Govern- ment status and specifying title of person authorized to sign program documents and agreements #9 Certification Agreement signed by authorized local official (four signed copies) I assure the State of California that this government fulfills and shall fulfill all the requirements of the certification standards. Signature of Chief Elected Official Donald Peterson __Nla vo r Title o !o~ Date C- CHAPTER 13 HERITAGE PRESERVATION INDEX Article 13-05 GENERAL PROVISION;> 13-05.010 Purpose 13-05.020 Definitions 13-10 HERITAGE PRESERVATON COM~dISSION 13-10.010 Creation; qualification of members 13-10.020 Term 13-10.030 Vacancy and removal 13-10.040 Organization 13-10.050 Powers and duties 13-15 DESIGNATION OF A HEERITAGE RESOIIRCE 13-15.010 Criteria 13-15.020 Applications; 13-15.030 Study of proposal 13-15.040 Objections to proposals 13-15.050 Recommendation by Heritage Commission 13-15.060 Historic landmark 13-15.070 Heritage lane or historic district 13-15.080 Notice of public hearings 13-15.090 Notice of designation 13-15.100 Termination of designation 13-20 PERMITS 13-20.010 13-20.020 13-20.030 13-20.040 13-20.050 13-20.060 13-20.070 13-20.080 Permit required Applications Supporting data Heritage Commission action Issuance of permit Appeal Criteria Hardship 13-25 MLSCELLANEOUS PROVISIONS 13-25.010 Fees 13-25.020 Ordinary maintenance and repair 13-25.030 Duty to keep in good repair 13-25.040 Enforcement: CITY OF SARATOGA CLG APPLICATION ATTACHMENT #1 U Heritage Preservation §13-05.010 ~ ARTICLE 13-05 • GENERAL PROVISIONS Sections: 13-05.010 Purpose 13-05.020 Definitions *** 513-05.010 Purpose It is hereby declared as a matter of public policy that the recognition, preservation, enhancement and use of heritage resources within the City is required in the interest of the health, economic prosperity, cultural enrichment and general welfare of the people. The purpose of this Chapter is to: (a) Safeguard the heritage of the City by providing for the protection of irreplaceable heritage resources representing significant elements of its history; (b) Enhance .the visual character of the City by encouraging and regulating the compatibility of architectural styles within historic areas which reflect established architectural traditions; (c) Encourage public knowledge, understanding and appreciation of the City's past, and foster civic and neighborhood pride and sense of identity based upon the recognition and use of the City's heritage resources; (d) Stabilize and improve property values within the City and increase the economic and financial benefits to the City and its inhabitants derived from the preservation, rehabilitation, and use of heritage resources; (e) Integrate the conservation of heritage resources into the public and private development process and identify as early as possible and resolve conflicts between the preservation of such resources and alternative land uses. 513-05.020 Definitions For the purposes of this Chapter, the following words and phrases shall have the meanings respectively ascribed to them in this Section, unless the context or the provision clearly requires otherwise: (a) Alteration means any exterior change or modification of a designated historical landmark or any property within a designated heritage lane or historic district including, but not limited to, exterior changes to or modifications of structure, architectural details or visual characteristics, grading, surface paving, the addition of new structures, removal or alteration of natural features, disturbance of archeological sites or areas, and the placement or removal of any exterior objects such as signs, plaques, light fixtures, walls, fences, steps or gates affecting the exterior visual qualities of the property, but does not include painting, landscaping and ordinary maintenance. :Heritage Preservation §13-05.020 (b) Designated heritage lane means a street, road, avenue, boulevard, • pathway or trail designated as a heritage resource pursuant to this Chapter. (c) Designated historic; district means a distinct section of the City, specifically defined in terms of geographic boundaries, designated as a heritage resource pursuant to this Chapter. (d) Designated historic landmark means a building, improvement, structure, natural feature, site or area of land under single or common ownership, designated as a heritage resource pursuant to this Chapter. (e) Eaterior architectural feature means the architectural elements embodying style, design, general arrangement and components of all the outer surfaces of an improvement, including but not limited to, the kind and texture of building materials and the types and style of windows, doors, lights, signs and other fixtures appurtenant to such improvement. (f) Heritage Commission means the historical preservation commission established pursuant to this Chapter and Commissioner means a member of the Heritage Commission. (g) Commission staff means the Planning Director and his authorized representatives. (h) Heritage resource means any public or private property designated by the .City, pursuant to this Chapter, as having special historical, cultural, . archeological, scientific, architectural or aesthetic significance, interest or value as part of the heritage or history of the City, the County, the State or the nation. (i) Improvement means any building, structure, parking facility, fence, gate, wall, work of art or other appurtenance or addition thereto constituting a physical betterment of real property, or any part of such betterment. Page 13-4 Heritage Preservation X13-10.010 ARTICLE 13-10 • HERITAGE PRESERVATION C06~MISSION Sections: 13-10.010 13-10.020 13-10.030 13-10.040 13-10.050 Creation; qualification of members Term Vacancy and removal Organization Powers and duties *** S13-10.010 Creation; qualification of members - There is hereby established a Heritage Preservation Commission consisting of seven unpaid members who shall be residents of the City and appointed by the City Council, with the following qualifications: (a) One member who shall have been a candidate nominated by the Saratoga Historical Foundation; (b) One member who, by reason of training and experience, is knowledgeable in the field of construction and structural rehabilitation, such as a licensed architect, engineer, contractor or urban planner; (c) Five members appointed at large having demonstrable interest in preservation of the heritage resources within the City. 513-10.020 Term The original appointment of Commissioners shall be as follows: one for two years; two for three years; and four for four years. Thereafter, appointments shall be made for a four-year term. No Commissioner shall serve more than two consecutive terms. 513-10.030 Vacancy and removal (a) In the event of a vacancy occurring during the term of a Commissioner, the City Council shall make an interim appointment to fill the unexpired term of such Commissioner, and where such Commissioner is required to have special qualifications, such vacancy shall be filled by interim appointment, in the manner herein prescribed, with a person having such qualifications. (b) A Commissioner who ceases to be a resident of the City shall automatically be removed and shall be so notified by the Chairman of the Commission. The Chairman shall then request the City Council to fill the vacancy. Any Commissioner may be removed at any time upon the vote of at least three Councilmembers. ~`,,, ~,,, ~ "2- Heritage Preservation §13-10.040 • S 13-10.040 Organization (a) The Commission shall elect annually, on or before January 31st, one of its members to serve in the oiFfice of Chairman, and may elect such other officers from among its members as it deems necessary or desirable. Should amid-year vacancy in any office occur, the Commisson shall elect a replacement officer at the next regular or noticed specisil meeting to serve until the next annual election of officers. (b) The Planning Director shall act as Secretary for the Heritage Commission, shall be the custodian of its records, shall conduct official correspondence and shall generally supervise the clerical and technical work performed at the request or on behalf of the Heritage Commission. (c) The Heritage Commission shall meet quarterly, or more frequently upon call of the Chairman or Commission staff, as necessary. All meetings shall be open to the public and a public record shall be kept of all Commission proceedings and actions. A majority of Commissioners shall constitute a quorum, with the Chairman having a vote. The Heritage Commission shall prescribe rules and regulations for the conduct of its business, thereafter having the powers and authority to perform the duties hereinafter enumerated. 513-10.050 Pourers and duties The Heritage Commission shall be advisory only to the City Council,, ,the ~~ Planning Commission and the agencies and departments of the City, and shall establish liaison and work in conjunction with such authorities to implement the ~ purposes of this Chapter. The ;Heritage Commission shall have the following powers and duties: (a) Conduct, or cause to be conducted, a comprehensive survey of properties within the boundaries of the City for the purpose of establishing an official inventory of heritage resource:>. The inventory shall be publicized and periodically updated, and a copy thereof shall be kept on file in the Planning Department. (b) Recommend to the City Council specific proposals for designation as a historic landmark, heritage lanes or historic district. (c) Recommend to the appropriate City agencies or departments projects and action programs for the recognition, conservation, enhancement and use of the City's heritage resources, including standards to be followed with respect to any applications for permits to construct, change, alter, remodel, remove or otherwise affect such resources. (d) Review and comment upon existing or proposed ordinances, plans or policies of the City as they relate to heritage resources. ' (e) Review and commE:nt upon all applications for building, demolition, I~ grading or tree removal permits involving work to be performed upon or within a designated historic landmark, heritage lane or historic district, and all applications Page 13-6 Heritage Preservation §13-10.050 •~ for tentative map approval, rezonin buildin site a g, g pproval, use permit, variance approval, design review or other approval pertaining to or significantly affecting any heritage resource. The Commision's comments shall be forwarded to the City agency or department processing the application within thirty days after receiving the request for such comments. (f) Investigate and report to the City Council on the availability of federal, state, county, local or private funding sources or programs for the rehabilitation and preservation of heritage resources. (g) Cooperate with county, state and federal governments and with private organizations in the pursuit of the objectives of heritage conservation. (h) Upon the request of a property owner or occupant and at the discretion of the Heritage Commission, render advice and guidance on the conservation, rehabilitation, alteration, decoration, landscaping or maintenance of any heritage resource; such voluntary advice and guidance shall not impose any regulation or control over any property. (i) Participate in, promote and conduct public information and educational programs pertaining to heritage resources. (j) Perform such other functions as may be delegated to it by resolution or motion of the City Council. • ~~. ..~,-~ ~_ Heritage Preservation X13-15.010 ` ARTICLE 13-15 DESIGNATION OF A HERITAGE RESOURCE Sections: 13-15.010 13-15.020 13-15.030 13-15.040 13-15.050 13-15.060 13-15.070 13-15.080 13-15:090 13-15.100 Criteria Applications Study of proposal Objections to proposals Recommendation by Heritage Commission Historic landmark Heritage lane or historic district Notice of public hearings Notice of desiination Termination oaf designation *** S13-15.010 Criteria The Heritage Commission may recommend to the City Council designation of a proposal as a heritage resource if it satisfies any one or more of the following criteria: C (a) It exemplifies or :reflects special elements of the cultural, social, economic, political, aesthetic, engineering or architectural history of the City, the • County, the State or the nation; or (b) It is identified with persons or events significant in local, county, state or national history; or (c) It embodies distinctive characteristics of a style, type, period or method of construction, or is a valuable example of the use of indigenous materials or craftsmanship; or (d) It is representative of the notable design or craft of a builder, designer, or achitect; or (e) It embodies or contributes to unique physical characteristics representing an established and familiar visual feature of a neighborhood or district within the City; or (f) It represents a significant concentration or continuity of site, buildings, structures or objects, unified b;y past events or aesthetically by plan or physical or natural development; or (g) It embodies or contributes to a unique natural setting or environment constituting a distinct area or district within the City having special character or special historical, architectural or aesthetic interest or value. ~o... _..._ a ~ _n Heritage Preservation • 513-15.020 Applications X13-15.020 (a) Applications for designation as a heritage resource may be submitted to the Heritage Commission by any of the following: (1) The owner or owners of a building, improvement, structure, natural feature, site or area of land, requesting designation of their property as a historic landmark; (2) The owners of at least sixty percent of the frontage of all recorded lots abutting a street, road, avenue, boulevard, pathway or trail, or portion thereof, requesting designation as a heritage lane; (3) The owners of at least sixty percent of the area of all recorded lots within a specific geographic section of the City, requesting designation of the entire section as a historic district. (b) The City Council or the Planning Commission may also, by resolution or motion, refer a proposed designation to the Heritage Commission for its recommendation and the Heritage Commission may consider a proposed designation upon its own initiative. 513-15.030 Study of proposal • The Heritage Commission shall conduct a study based upon such information or documentation as it ma the Commission staff, or from other available sources. required, but the Commission may, in its discretion, comments from any persons having an interest in the relevant thereto. S13-15.040 Objections to proposals of the proposed designation, y require from the applicant, Public hearings shall not be receive written or verbal proposal or any information (a) In the event designation of a heritage resource is proposed by the City Council or Planning commission or considered by the Heritage Commission upon its own initiative, and in the futher event the Heritage Commission, as a result of its study of the proposal, determines that the proposal should be recommended to the City Council for designation as a heritage resource, the Heritage Commission shall mail written notice of its intended recommendation to each person whose name appears on the latest available tax roll of the County as owning the property, or any portion thereof, which is the subject of the proposed designation. Such written notice shall contain a complete description of the proposed designation and shall advise the property owners that written objections to the proposal may be filed with the Heritage Commission within forty-five days from the date of the notice. (b) If objections are filed by the owner of any property proposed to be designated as a historic landmark, or by the owners of at least fortyrone percent of the frontage of all recorded lots abutting a proposed heritage lane, or by the owners of at least forty-one percent of the area of all recorded lots within a proposed • historic district, the Heritage Commission shall discontinue any further consideration of the proposal. Such proposal may not again be considered for Page 13-10 Heritage Preservation X13-15.050 designation as a heritage resource for at least twelve months after the date of mailing the notice to the property owners unless, prior to the expiration of such twelve-month period: (1) The owner or owners of a proposed historic landmark withdraw their objection;: or (2) A sufficient number of owners of recorded lots abutting a proposed heritage lane or recorded lots within a proposed historic district withdraw their objections so as to reduce the total percentage of objectors to less than forty-one percent; or (3) In the case of a proposed heritage lane or historic district, the Heritage Commission decides to modify the proposal by reducing the size or boundaries thereof so as to reduce the total percentage of objectors to less than forty-one percent. X13-15.050 Recommendation by Heritage Commission Provided the Heritage Commission is not required to discontinue consideration of a proposal by reason of objections raised pursuant to Section 13-15.040, the Heritage Commission shall render a written report within a reasonable time accompanied by all of the information and documentation reviewed by the Heritage Commission. The report shall either recommend the designation as originally proposed, recommend a modifiied designation or recommend that the proposed designation be rejected. The report shall set forth in detail the reasons for the Heritage Commission's decision and the information and documentation relied upon in support thereof. A copy of the report shall be sent to the property owner or owners. S13-15.060 Historic landme~rk (a) The report and recommendations of the Heritage, Commission on a proposed historic landmark, together with the information and documentation pertaining thereto, shall be forwarded to the City Council. The City Council shall consider the report at its next available regular meeting and determine whether or not to accept the Heritage Commission's recommendations. The City Council shall by ordinance either approve the proposed designation, in whole or in part or as modified, or shall by motion disapprove the proposal in its entirety. • (b) In the event a designating ordinance is adopted by the City Council, such ordinance shall become effective thirty days following adoption thereof and the designated property shall thereafter be subject to the regulations set forth in this Chapter and such further restrictions or controls as may be specified in the designating ordinance. (c) Adoption of a designating ordinance shall be based upon a finding by the City Council that the designated property has special historical, cultural, archeological, scientific, archite~etural or aesthetic interest or value as part of the heritage or history of the City, t:he County, the State or the nation, and satisfies one or more of the criteria set forth in Section 13-15.010. ~_~..~.'.,f..,y Heritage Preservation 513-15.070 S13-15.070 Heri tage lane or hLStoric district ~ (a) Report to Planning Commission. The report and recommendations of the Heritage Commission on a proposed heritage lane or historic district, together with the information and documentation pertaining thereto, shall be forwarded to the Planning Commission. (b) Public hearing; notice. The Planning Commission shall conduct a public hearing on the proposed designation within sixty days after receipt of the Heritage Commission's report. Notice of the public hearing shall be given in the manner provided in Section 13-15.080.. (c) Actions of Planning Commission. The Planning Commission shall either recommend approval of the designation as originally proposed, or approval of the designation as modified by the Heritage Commission or the Planning Commission or both, or recommend that the proposed designation be rejected. If the Planning Commission recommends approval or modified approval of the designation, it shall instruct the Commission staff to prepare and shall approve a proposed form of ordinance for adoption by the City Council designating the heritage lane or historic district and establishing a zoning overlay for such lane or district. The proposed ordinance may include such regulations or controls over the designated property as the Planning Commission deems reasonably necessary for the conservation, enhancement and preservation thereof. (d) :.Transmittal of documents to City Council The recommendations of the Planning Commission, together with the report and recommendations of the Heritage Commission and the information and documentation pertaining thereto, I~ and the proposed ordinance, if any, shall be transmitted to the City Council and 'I considered at its next available regular meeting. ~, (e) Actions of City Council. If the City Council determines that the proposed heritage lane or historic district should be considered for designation as a heritage resource, it shall adopt a resolution initiating final designation proceedings. Such resolution shall schedule a public hearing on the proposed designation to be conducted within sixty days. Notice of the public hearing shall be given in the manner provided in Section 13-15.080. The resolution may further provide that during the pendency of the final designation proceedings, no building, alteration, grading, demolition or tree removal permit shall be issued for any work to be performed upon or within the property which is the subject of the proposed designation, or may be issued only upon specified conditions or under specified circumstances. (f) Adoption or disapproval At the conclusion of the public hearing, but in no event later than sixty days from the date set in the resolution for the initial public hearing, the City Council shall either adopt an ordinance designating the heritage lane or historic district, in whole or in part, or as modified, or shall by motion disapprove the proposal in its entirety. (g) Effective date. In the event a designating ordinance is adopted by the City Council, such ordinance shall become effective thirty days following adoption thereof and the designated property shall thereafter be subject to the regulations set forth in this Chapter and such further regulations or controls as may be specified in the designating ordinance. Page 13-12 Heritage Preservation X13-15.080 (h) Findings and criteria for adoption of ordinance. Adoption of a designating ordinance shall be based upon a finding by the City Council that the designated property has spe<:ial historical, cultural, archeological, scientific, architectural or aesthetic interest or value as part of the heritage or history of the City, the County, the State or the nation, and satisfies one or more of the criteria set forth in Section 13-15.010. 513-15.080 Notice of publiic hearings (a) Notice of the time, place and purpose of public hearings conducted by the City Council and the Planning Commission pursuant to this Chapter shall be given not less than ten days rior more than thirty days prior to the date of the hearing by mailing such notice ass follows: (1) In the case of a proposed heritage lane, notice shall be sent to all persons whose names appear on the latest available tax roll of the County as owning any property abutting the proposed heritage lane. Notice of the public hearing shall also be published once in a newspaper having general circulation in the City not later than ten days prior to the date of the hearing. (2) In the case of a proposed historic district, notice shall be mailed to all persons shown on the latest available tax roll of the County as owning any property within the boundaries of the proposed district. Notice of the public hearing shall also be published once in a , newspaper having general circulation in the City not later than ten days prior to the date of the hearing. (b) Failure to send any notice by mail to any property owner whose name and address is not a matter of public record shall not invalidate any proceedings in connection with a proposed designation. The City Council or Planning Commission may, but shall not be obligated, to give such other notices as they deem approprite or desirable. - $13-15.090. Notice of designation (a) Following adoption by the City Council of an ordinance designating a heritage resource, the Commission staff shall send notice of the designation, together with a copy of the ordinance, to the owner or owners of the designated historic landmark, or the owner:; of all property abutting a designated heritage lane, or the owners of all property within a designated historic district. The notice shall inform such owners that the designated property will be added to the Saratoga Inventory of Designated Heritage Resources and may be eligible for certain privileges and benefits under local, state or federal law. The notice shall include a statement of the regulations and restrictions upon the designated property. The Commission staff shall also sencl notice~of the designation to: (1) The Heritage C;ommission; (2) The Planning Commission; • Heritage Preservation §13-15.100 (3) Any agency or department of the City requesting such notice or ' affected by the designation; ~ (4) The Saratoga Historical Foundation; ~ (5) The Santa Clara County Historical Heritage Commission; (6) The California State Historic Preservation Officer; and (?) The Saratoga News. (b) Notice of the designation as a heritage resource and the complete legal description of the designated property shall be recorded in the office of the ~ Recorder for the County. ~ ~ S13-15.100 Termination of designation (a) The owner or owners of a designated historic landmark, or the owners of not less than sixty percent of the frontage of all recorded lots abutting a designated heritage lane, or the owners of not less than sixty percent of the area of all recorded lots within a designated historic district, may apply to the Heritage Commission for termination of the designation as a heritage resource. .The application shall set forth in detail the grounds for termination and shall be accompanied by a filing fee to cover the administrative cost of handling the termination proceedings. (b) The same procedures, notices and hearings shall apply to the termination proceedings as set forth in Section 13-15.030 and Sections 13-15.050 through 13-15.080 of this Article. (c) A designation may be terminated only upon a finding by the City Council that as a result of change in circumstances, the designation is no longer consistent with the purposes and objectives of this Chapter and no longer satisfies any of the criteria set forth in Section 13-15.010. (d) Upon termination of a designation, notices shall be sent to the same persons, commissions and agencies as set forth in Section 13-15.090, and a notice of termination shall also be recorded in the office of the Recorder for the County. ~ E Page 13-14 ~' Heritage Preservation ARTICLE 13-20 PERMITS Sections: 13-20.010 13-20.020 13-20.030 13-20.040 13-20.050 13-20.060 13-20.070 13-20.080 Permit required Applications Supporting data Heritage Comrission action Issuance of permit Appeal Criteria Hardship -. § 13-20.010 *** § 13-20.010 Permit required It is unlawful for any person to alter, demolish, remove, relocate or otherwise change any exterior architectural feature or natural feature of a designated heritage resource, or to construct, alter, demolish, remove or relocate any building, improvement or other structure within a designated landmark area, heritage lane or historic district, or to place, erect, alter or relocate any sign upon or within a designated historic landmark, heritage lane or historic district, without first obtaining a written permit to do so in the manner provided in this Article. ,.: S 13-20.020 Applications Applications for permits, on forms prescribed by the Heritage Commission, shall be submitted to the Planning Director, who shall forward the application to the Heritage Commission for review and comment. The application shall be accompanied by a filing fee to cover the administrative cost of handling the permit request. § 13-20.030 Supporting data The application shall include the following data: (a) Documentation estat-lishing ownership of the designated property by the applicant for the permit; (b) A clear statement of the proposed work; (c) A site plan showing all existing buildings, structures, trees over twelve inches in diameter, property lines, easements and the proposed work; (d) Plans . showing...the . exterior ..elevations, materials and grading of the proposed work; C] i~'t~+~~ ~~'3=.d.~ Heritage Preservation §13-20.040 • (e) Where the application is for demolition, a detailed statement of the necessity for demolition together with photographs of the structure to be demolished; (f) Such other information or documents as may be requested by the Heritage Commission. 513-20.040 Heritage Commission action The Heritage Commission shall complete its review and issue a recommendation to the Planning Director within thirty days after receipt of the application, filing fee and all supporting data. Unless legally required, there shall be no notice, posting or publication requirements for action on the application, but all decisions shall be made at regular or noticed special meetings of the Heritage Commission. The Heritage Commission's recommendation shall be in writing and shall state the reasons relied upon in support thereof. Upon receipt of the Heritage Commission's recommendations, the Planning Director shall forward a copy thereof to the applicant. 513-20.050 issuance of permit If the Heritage Commission recommends issuance of the permit requested in the application, or issuance of such permit subject to conditions, the Planning • Director shall proceed to issue the permit in accordance with the recommendation after the expiration of ten days from the date the recommendation is delivered to the Planning Director, provided that no appeal has been filed during such time and provided further, that no other approval under this Code is required for issuance of such permit. In the event the Heritage Commission recommends denial of the application, the Planning Director shall notify the applicant that the requested permit will not be granted. 513-20.060 Appeal (a) Any recommendations issued by the Heritage Commission with respect to the granting or denial of a permit may be appealed by the applicant or any interested person to the Planning Commission. The appeal shall be taken by filing with the Secretary of the Planning Commission a written notice thereof within ten days from the date the Heritage Commission delivers its recommendation to the Planning Director. The notice of appeal shall be signed by the appellant and shall set forth all of the grounds for the appeal, together with a filing fee to cover the administrative cost of handling the appeal Upon receipt of the notice of appeal and filing fee, the Secretary of the Planning Commission shall set the appeal for hearing at the next available regular meeting of the Planning Commission. The Planning Commission shall conduct a hearing de novo on the appeal and may adopt, reject or modify the recommendations of the Heritage Commission. (b) The decision of the Planning Commission may be further appealed to the City Council by either the applicant or any interested person, in accordance with • the procedure set forth in Section 2-05.030 of this Code. Page 13-16 C Heritage Preservation S 13-20.070 -Criteria ~ 13-20.070 The Planning Director, on the recommendation of the Heritage Commission, or the Planning Commission or City Council on appeal, shall authorize issuance of a permit, or a conditional permit, if and only if, it is determined that: (a) The proposed work .is consistent with the purposes and objectives of this Chapter; or (b) In the case of any property located within a designated landmark area, heritage lane or historic district, the proposed work does not adversely affect the character. of such area, lane or ~9istrict; or (c) In the case of construction of a new building, structure or other improvement upon a designated landmark area, heritage lane or historic district, the exterior of such improvements will not adversely affect and will be compatible with the external appearance of exi:;ting buildings, structures and improvements located within the designated area, lane or district. S 13-20.080 Hardship Notwithstanding Section 13-20.070, the Planning ;Director, on the recommendation of the Heritage Commission, or the Planning Commission or City Council on appeal, may approve an application for a permit to conduct any proposed work upon or within a designated heritage resource, if the applicant presents clear and convincing evidence democistrating that a disapproval of the application will work immediate and substantial hardship on the applicant because of conditions peculiar to th.e. person ~ seeking; to .carry out the proposed work or because of conditions peculiar to the particular improvement, building, structure, topography or other feature involved. If a hardship is found to exist under this Section, the Heritage Commission or the Planning Commission or City Council shall make a written finding to that effect, and shall specify the facts and reasons relied upon in making such finding. C • • Heritage Preservation • ARTICLE 13-25 Sections: 13-25.010 13-25.020 13-25.030 13-25.040 S 13-25.0 I0 MISCELLANEOIIS PROVISIONS Fees Ordinary maintenance and repair Duty to keep in good repair Enforcement *** Fees X13-25.010 The City Council shall by resolution adopt a schedule of fees to be charged for the filing and processing of applications for designation as a heritage lane or historic district, applications for termination of designation, applications for any permit required under Section 13-20.010, and appeals to the Planning Commission and City Council pursuant to Section 13-20.060. S 13-25.020 Ordinary maintenance and repair Nothing in this Chapter shall be construed to prevent the ordinary C maintenance, painting, landscaping or repair of any exterior feature in or upon any • designated heritage resource that does not involve a change in design, material or the external appearance thereof, nor does .this Chapter prevent the construction, reconstruction, alteration, restoration, demolition or removal of any such heritage resource which has been certified by the City building inspector, or fire chief, or other code enforcement officer as being in unsafe or dangerous condition which cannot be rectified through the use of the California Historical Building Code. 513-25.030 Duty to keep in good repair The owner, occupant, or the person in actual charge of a designated historic landmark or property located within a designated heritage lane or historic district shall keep and maintain in good condition and repair all exterior portions thereof, all interior portions thereof when subject to special regulation or control as specified in the designating ordinance or permit, and all interior portions thereof whose maintenance is necesary to prevent deterioration and decay of any exterior architectural feature or natural feature. 513-25.040 Enforcement (a) The violation of any provision contained in this Chapter is hereby declared to be unlawful and shall constitute a misdemeanor, subject to the penalties as prescribed in Chapter 3 of this Code. (b) The Planning Director shall have the duty and authority to enforce the provisions of this Chapter, and any other laws, rules or regulations of the City which Page 13-19 Heritage Preservation § 13-25.040 govern or relate to the issuance: of permits for work to be performed upon or within •` a heritage resource, by any or all of the following means: (1) Serving notice upon the owner or occupant of a heritage resource requiring the correction or removal of any violation of this Chapter; (2) Issuance of citations for violation of any provision of this Chapter; (3) Authorizing and instructing the City Attorney to initiate appropriate le;;al proceedings against any person who violates this Chapter, including actions for injunctive relief to restrain or enjoin such violation; (4) Request enforcement assistance from the County Sheriff s Department anal the City Community Service Officers. ~I ~I Page 13-20 -'%.; • STATELSEPiiT OF BOUi1DARIES ON INCORPOi~A.TION OF THE CITY OF SARATOGA TO THE STATE BOARD OF EQUALIZATION OF THE STATE OF CALIFORNIA: YOU ARE HERBY PiOTIFIED by the undersigned Acting City Clerk of the City of Saratogas That on the 15th day of OCTOBER, 1956, the Board of Super- visors of the County of Santa Clara, State of California, pursuant to the Statutes of said State, duly adopted an order declaring the City of Saratoga to bo incorporated as a general larr city. That said order became effective on said date and there- upon the County Clerk of the County of Santa Clara transmitted to the Secretary oP State a duly certified copy of said order, giving its date of passage, which certified copy of said order Eras filed by said Secretary of State on the 22nd day of OCTOBER, 1956; that said County Clerk made and Piledwith the County Recorder of the County of Santa Clara his affidavit of the completion of said incorporation proceedings. A description of the boundaries of the City of Saratoga and map thereof are attached hereto and made a part of this statement. Dateds ~~ 7' ~ ~ 1956. CITY CLERK OF THE CITY OF SARATOGA B Acting City Clerk . i s- I' ~~ f i ''' ~. ~..` ~~ ~~ ^r ~. '~' *~, ~~ (~ . .. ~, i~Y ~. 1, .~ {{f S' A. CITY OF SARATOGA CLG APPLICATION ATTACHMENT #2 DcSCRIPTIOIV OF PR0?O;ir,D 30UivDARIr.S FOR THE CORPO?.ATE, LIT'ITS OF THE, CITY OF SARATOGA Beginning at the intersection of the westerly line of the • Saratoga-Sunnyvale Road as it now exists (40 feet wide) with the southerly line of Prospect Road (40 fe<;t wide); thence easterly in a direct line to the intersection of the easterly line of said Saratoga-Sunnyvale Road as it now exists with the southerly line of Prospect Road (40 feet wide); thence: easterly along the said southerly line of Prospect Road to the intersection thereof with the northerly prolongation of the weate~rly line of Lot 3, Tract No. 811, Prospect Palma, a map of whicYi is filed for record in Book 31 of Z`:aoa, pages 22 and 23, Santa. Clara County Records; thence southerly along said northerly prolongation and the said westerly line of Lot 3 to the southwesterly corner of said Lot 3; thence westerly along the northerly line of Lot 9 of said Tract No. 811 ` to the northwesterly corner of said Lot 9; thence southerly along the westerly line of said Lot 9 to the southwesterly corner there- of; thence easterly along the southerly line of said Lot 9 and the easterly prolongation thereof to a point which is 210.00 feet dis- tant northwesterly measured at right angles from the northwesterly line of Saratoga Avenue (100 feet wide); thence southwesterly par- allel with and 210.00 feet distant northwesterly, measured at right angles, from the said northwesterly line of Saratoga Avenue (100 feet wide) to the intersection. of said parallel line with the south- erly line of that certain 22.0 acre parcel conveyed to Paul C. Steffani et ux by Deed recorde3 in Book 3130, Official Records, page 485, Santa Clara County Records; thence easterly along the said southerly line of the 22.0 acre parcel and its easterly pro- longation to the intersection thereof w'Ltr. the center line of Sara- toga Avenue; thence southwesterly along the center line of Saratoga Avenue to the intersection.thereof with the northwesterly prolonga- tion of the northeasterly line of Lot 1, Block 1, Tract No. 669, E1 Quito Pars., a map of which is filed f'or record in Book 24 of Maps, pages 43, 44 and 45, Santa Clara County Records; thence eouth- eaaterly along said northwesterly prolongation and the northeasterly line of said Lot 1, Block 1, to the easterly corner of said Lot 1; thence easterly along the northerly line of Lota 36, 37, 38 and 39, Block 1, Tract No. 669, and the easterly prolongation thereof to the former westerly line of Quito Road (40 feet wide); thence southerly along the former westerly line of Quito Ro2.d (40 feet wide) to the intersection thereof with the southwesterly line of the Southern Pacific Company~s Right of Way as conveyed to the San Jose-Los Gatos Interurban Railway Co. by Deed recorded in Book 349 of Deeds, page 15, Santa Clara County Records; thence southeasterly along the south= westerly line of the Southern Pacific Company~s Right of Way to the intersection thereof with the center line of San Tomas Aquino Creek; thence in a general southerly and wester:Ly direction upstream follow- ing the meanderinga of the center line oaf said San Tomas Aquino Creek to the interseotion thereof with the 1/4 section line running north and south through the center of Section :LB, Township 8 South, Range , 1 Weat, P4. D. b. & D;.; thence northerly talong said 1/4 section line and the 1/4 section line running north and south through the center of Section 7, Township 8 South, Range 1 4Jest, M. D. $. & M. to the intersection thereof with the center lines of Glen Una Drive as shown ! on Map No. 1 of the Subdivision of Part of-the Glen Una Ranch, as _ Piled for record in Book "P° of Mans, pages 34 and 35, Santa Clara County Reoorda; thenoe at right angles westerly 20.00 feet to the northwesterly line of said Glen Una Drive; thenoe southwesterly and westerly along the northwesterly and northerly lines of Glen Una ~' Drive and its continuation westerly ae Sunset Drive (both 40 feet wide) as shown on said Map No. 1, to the intersection thereof with ,~ the township line between Township 8 South, Range 1 k'est, M. D. B. & M., and Township 8 South, Range 2 West, M. D. B. & M.; thence southerly along said township line to the southerly line of 3eotion -1- k`~~ ~~.fT ~ ;/ _r • 12, Township 8 South, Range 2 West, M. D. B. & M.; thence westerly along the southerly line of said Section 12 to the intersection thereof with the westerly line of Peach Hill Drive (40 feet wide)• thence southerly along the said westerly line of Peach Hill Drive to the intersection thereof with the southwesterly line of that certain 3.42 acre parcel of land conveyed to Willard W. Kimball et ux, recorded in Book 980, Official Records, page 198, Santa Clara County Records; thence northwesterly, westerly and northerly along the southwesterly, southerly and westerly lines of said 3.42 acre parcel to the said southerly line of Section 12; thence west- erly along the southerly lines of Sections 12 and 11, Township 8 South, Range 2 West, M. D. B. & M., to the most westerly corner of that certain parcel of land conveyed to Lorrill A. Palm et ux, by Deed recorded in Book 2085, Official Records, page 270, Santa Clara County Records; thence in a general northeasterly direction follow- ing the meanderinge of the generally northwesterly line of said parcel conveyed to Lorrill A. Palm et ux, to the intersection there- of with the easterly line of said Section 11, Township 8 South, Range 2 West, M. D. B. & M.; thence northerly along the said east- erly line of Section 11 to the intersection thereof with the center line of Saratoga Creek; thence in a general westerly direction up- stream following the meanderinge of the said center line of Sara- toga Creek to the intersection thereof with the westerly line of said Section 11, Township 8 South, Range 2 West, Ai. D. B. & M.; thence northerly along the westerly lines of Sections 11 and 2, Township 8 South, Range 2 Weat, and Section 35, Township 7 South, Range 2 Weat, M. D. B. & M.; to the southwest corner of the north- west 1/4 of said Section 35; thence easterly along the southerly line of said northwest 1/4 of Section 35 to the southeast corner of the west 1/2 of the northwest 1/4 of said Section 35; thence northerly along the easterly line of the said westerly 1/2 of the northwest 1/4 of said Section 35, Township 7 South, Range 2 Weat, M. D. B. & M., to the intersection thereof with the anvthanly 11.,0 o a~-~• ur rrvapecL nc County of Santa Clara, 76, Santa Clara Count; easterly and easterly or Prospect Road to a said line of Prospect Sunnyvale Road as it r and 400.00 feet wester Sunnyvale Road to the Calabazas Creek; thenc stream along the cents thereof with the north thence easterly along intersection thereof w Road (40 feet wide); t Saratoga-Sunnyvale Roa gad (40 feet wide) as described in Deed~to recorded in Book 9g~, Official Records, page ' Records; thence generally easterly, north- along the said southerly line of Farr, Bubb point 400.00 feet westerly, measured along Road, from the westerly line of Saratoga- ow exists; thence southerly, parallel with ly from the said westerly line of Saratoga- intersection thereof with the center line of e in a general southwesterly direction uv- r line of Calabazas Creek to the intersection erly line of Wardell Road (40.00 feet wide); said northerly line of Wardell Road to the ith the westerly line of Saratoga-Sunnyvale hence northerly along said westerly line of i to the point of beginning. i, ~,,. ; ~ t BUBH RU~y ~- yo' C+ ~1 rn C9 l•ay`~ J `.`t`om O/ .•c,•-. .,. 1 4 p k - ~~ Q C~ S iii • Z Spar Dr ~~+ t e Q r _ b. ~:.i:~i.._ ' ~ Brook7o ~ ° f` ~ r ` - / PROSP CT ~ ~.d.c~ o ^~AVE `aVE,.. 1 _ Q / 1 `' - ~ ~ ~ Ito Gun Wy. ~ ~ 1 ~ ,' W r•s. fe ;- ~ r ~y ._ - '~~ ~ .1 _ N ~ ~ ~,~ /~ ,.. `11 j 1~1, 1! ~. .J N aLfM `` 4CM .~~ ~~ . ,~ 115 Ir/' • \ ~ 4 a . ;..~ ~. ~'Q+, „el ~ ~ ~ ~ 1 ~~ .A ~T y : yyC3 t !' 7o- .ykr..~ P '~~°' i r~.4aii;- ~ 1 ', ~ - ~}" ~~ 1.~ .' ~ N -.. ~ ,oar _r'. ~ ti\#Y+ ) ,r' 'f~ ~~•'~~ .r C~ i 4" y - i.. `~ ` a r t -!, ~.' q *~ ~ C~X1 I ~R'Y 3i,r yi:K ~1{ h .y ./ ~/r,~~P 4i ~~ r.tn auoi~ \ .,y. r ~ ` ..~ ~ o Cbot~CP• ~ ~~ ;.. ~ f - 1 '~Gj e.,e, T iarre• 't r^,~ 55 ~ ~ . 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CITY OF SARATOGA CLG APPLICATION ATTACHMENT #3 HERITAGE PRESERVATION COMMISSION RESUMES Attached are resumes for the current Heritage Preservation Commission members, as follows: Elizabeth Ansnes Roy Cameron Warren Heid Norman Koepernik Sharon Landsness Richard Tyrrell Barbara Voester U 1 RESUME Elizabeth Ansnes 13225 Via Grande Court Saratoga, CA 95070 Education University of California, Berkeley BA major History, minor English University of California, Berkeley MA History, additional course work toward Ph.D de€;ree, California Community College teaching credential West Valley College,, Saratoga courses in data processing, local history and archeology Employment Current - Instructor in History, West Valley Community College District teaching courses at three campuses of the district 198-86 - Director ofd Technical Support, RJE Communications 1965-67 - Instructor in History and Political Science, City College of San Francisco Community Activities Current - P-lember, Saratoga city Heritage Preservation Commission Board member - Good Government Group of Sarato~.a 1981-85 - P4ember and Chairman, Board of Trustees, Saratoga Union School District. Membership .National Trust for Historic Preservation California Historical Society Saratoga Historical Foundation CJ • • ~:N=;Urr:~: E,C~t-tl lti `~~r1 Ft-~t1C:j_,C:Ct Iti ?~'~'~::i, ~~tfi~tii~ri~ r.?iN ~!til`v'~t-:3jtt"( Cit (=:~1jiCit'r-j5, t-C'~~C'1'v'itli~.j ~~, ~jC'Qt-~!='. jti FC~11}jC:7? L~~jC'rICN lri i'~?~1, utl~~ ~ C''i~,~Nt-C~i ~_lt~_ F' t 7 rl rl 1 r! !~ ~~ ~. ~~ t-e ~ j r1 '- `~ 5 ? . ~ft~t tftt-fir l~F~t'_; s~nfjtf-t thN L,c~rr Ft-~ti~_l.`_':C:i~ MNi~Nti;~C~~!~~irr1C'tii i-1±~Nr1~=~~, jCijrlN~~ t;"tN I_:i,f_Jrit(.j t=~1' `~~~r1~.7 f_:?7t-~ ~'?~riC'tlri^ ~~~~~~`ut"~i'i"I~r(i jii 1'~~~, t"~rtl~jtljtl?~ fiiC't-e lJrltjl r~tjt-~rrletl~k in l'~n~:_?. r'-'s,ri~iiijt';t~i~ t~_;:~:j:_;j;+jr(t F'?~~rirljrl~~ [ijt-NC:~C~t- lti ?'~~'?, ~~rn~ F'?~r(rtirn~ Cjrri:tC~r jti ? fir,?. Irt 1'~0~' ~~irectr~ tfi~ fir:_,~ irr.;'~rtt~~r-~~ r_~f it j :_, t C E ~ j C: Li lJ 1 i !:i j ri ~y =~ ~ rt ~~ _: j f r~ .^. 1• G t- ~~ 5 t i fi ~ ~ . ? ~ t-~ ~_ C~ I.J rl f I~.r1:=~ F ? 5 ti ri j rt ~~ [i j t-r C : ~ [~ t' C':=~~i7~~i 1 S~"tr~j ,~r! fil:;t C it-1 G pr~.,rt-'v'8t j C~rI :=;NC:~.j C ~rf l tl ? hF ~.~? ~~rit'Ij rf!~ de~~iyrt rtlC't"It '°~^~'t"I j C: r'; ~_ ~ t"~,,, ~ ~j ;1=; c~'t ~ 1.1 T ~:~ t f I r ~_ C~ lJ ri t ~.j' :_; ~ j r: i r=~ t"j C u ? ~ rN:_: N t''~; „~ j C~ r( f_ C~ i i"(t7! j =_~ :~ 1 C~ tl; C':•;~iutlt~~~~ t;iC1 lr(`v'~rf~.Cli1~ Cifi t118tCitls= ?~rl~~trl~ri':=. ~]tIU ~~I_JG?1S!"iC'i7 ~ ~BCi~~~ ~'. ~ ; ~ i lJ t-C: ~ ! rl's• N t't t i ; rl.? i Ci t- f. Fi l.: i_UJ rt fi I~ 1 tl ? '_' t'-1: d k•'v' N ? G ~i ~ ~ ~~ C'i ?1 l ~ L C~ t- j C: ~ Cs n 1 ri X71 : f t-j C : t .3 ti ~~ ~ ~i F=? 1 C't~ 1 ~ f Ct t jiN fi i i ~,'';'rr C~ t ~`? v ~"' r1? r; I ~~ d ~ r7 ~ r! i~,~ f j'; N ~~ is j ~ i j r(1 ti!~ ?,; ~ j,,~, r-~irii~~~eti ~"?jti~=~ =;jtC'; ~~rr~~ ~it-Y~iSt-e~~ ~ti fijc~tC~t-iC: °1C'tii~tit 1:Ct tii~ f_C;r.Jrrt~~';?. '~=~tiNt-~~l F'1~ri. r'~~~~~C~jrttC'~3 tCi t(lr L~~t"SfG~~~a ~?C't-i~:~~JN F'r~:,:~r',~5t1Cir- i_C~ri~irttl~::_,j~iri jtl 1'~ci.3. A N D A S S +O C 1 A T E S A RC}-iITECTS . PLAN N~RS 14630 BIG BASIN WAY . P.O.BOX 14 . SARATOGA CALIFORNIA 95070 067-9365 RESUME Warren B. Heid AIA 14630 Big Basin Way, Saratoga, CA EDUCATION University of California - Berkeley - 1950 Bachelor of Architecture - College of Architecture LICENSE Architect - California C-2126 - 1956 HONORS Departmental Honors on Graduation - 1950 University of California - Berkeley University t+ledal for Excellence in Design - 1949 University of California - Berkeley Saratoga "Citizen of the Year" - 1982 4 Saratoga Chamber of Commerce American Institute of Architects "Honor Awards Ponderosa Lodge, Mt. Hermon Association Santa Clara Co. Transit District Terminal Residence for Dr. and Mrs. Horace Jones EXPERIENCE Architect with Offices in Saratoga - 1958 to date Preservation Officer - American Institute of Architects Santa Clara Valley Chapter - 1964 to date P•1ember - Historical Steering Committee - 1965/66 San Jose Landsmark Commission Member - Santa Clara Co. Planning Commission - 1967/74 Chairman - Santa Clara Co. Planning Commission - 1971 Director - ~~1ontalvo Association - 1977 to date Director - Saratoga Historical Foundation - 1980 to date Member - Saratoga Heritage Commission - 1983 to date DATE January 20, 1987 i • R E S U M E Jan . 1987 PERSONAL Norman L. Koepernik P. o. Box z3o8 _ Saratoga, Ca. 95070 EDUCATION B S Degree, University of California at Davis in Bio-Chemistry with Pre-vet major and Art minor. - - Graduate Courses ~ I Univ. of Calif. at Santa Cruz: Art and Architectural History San Jose State Univ.: Real Estate, Financing and Management - i EMPIAYMENT _... - .. Self-employed since 1977 _ .:: -_ ~ 'i KOEPERNIK ASSOCIATES: Restoration of historic properties, Real estate development; Consultant. , NORHAUSEN, INC.: Property management; Consultant in historic restoration and design SYNTEX CORP. 197-1977 ~" - Research bio-chemist in animal nutrition and ruminant physiology. VETERINARY CLINIC 197 .. Surgical assistant " ... : .. ASSOCIATIONS ~ VICTORIAN PRESERVATION ASSOCIATION of Santa Clara Valley _. - - HENSLEY HISTORIC DIS~tICT of San Jose _ Regular attendant of San Jose HISTORIC LANDSMARK COMMISSION ~ ---- i COMMISSIONER Saratoga HERITAGE PRESERVATION COMMISSION since 1985 - , ; GUEST LECTURER San Jose State University , De Anza College History Center Los Gatos History Club BELL RINGERS - - _ .. I LANDMARK DESIGNS 21786 VIA REGINA • SARATOGA, CALIFORNIA 95070 ~ RESUME Sharon D. Landsness March 31, 1987 Education: Bachelor of Arts Degree, 1967, Scripps College for Women, Claremont, California Senior Thesis awarded Honorable Mention on the. subject of Spanish Architecture and its Relevance to the California Environment Major fields of study included Art and Architectural Design as well as the hi:~tory of both these fields 1968: Compiled the historical data for a brochure of a home tour of Saratoga's historic homes sponsored by the Law Wives of Santa Clara County 19691979: had two sons 1982: Applied for membership on Preservation Commission 1983: Established the Robinson materials related to the in the reference section the newly formed Saratoga Heritage Heritage Resource Collection of subject of historic preservation of the Saratoga Community Library 1984-1986: Served three consecutive years as Chairperson of the Commis- sion and was actively engaged in the following: • 1) Organized a Town Meeting in October 1984 with four well-versed speakers on the subject of historic preserva- tion. As this was a public education oriented affair,I also wrote and~lesigned a pamphlet on historic preservation to be handed out. i;_ . 2)Organized two Heritage Home Tours (1985 & 1986) in partnership with the California History Center, DeAnza College. I provided all of the graphic illustration for the brochure, organized the Walking Tour and designed the brochure for the printer as well writing the material related to the history of the homes involved. 3) Successfully lobbied the Saratoga City Council to accept the Queen Anne Cottage style Warner Hutton House from Cal Trans when the new freeway goes through its present site. It will be for the use of Saratoga's many volunteer Commissions as a meeting house among other things. 1985 ~ 1986:Served as a member of the Mayor's Task Force that dealt with the historic Saratoga Village, ensuring that the subject of historic preservation was not ignored, and also the followup committee that worked with the engineering firm of MacKay & Somps which drafted the 1986 Village Plan now under consideration. 1987: I am presently enrolled at West Valley College in the Interior Design Department. As well as other preservation endeavors, I hope to have a hand in the restoration and • rehabilitation of the Warner Hutton House as well as organize the fund-raising activities that will surely be needed to pay for it. SHARON D. LANDSNESS • 408 / 867-4520 • L~ • s RICHARD G. TYRRELL 12336 Obrad Drive Saratoga, CA 95070 (408) 253-5154 (408) 725-2440 FXDFar~-,ir~ 1985 -Present RICHARD G. TYRRELL/THE DI-COM GROUP - Consulting, Development and Marketing-Direct Sales. 1970 - 1985 BANK OF AMERICA NT&SA -Area, Branch and Regional Management and Marketing-Direct Sales. 1969 MERCHANDISING DYNAMICS - Consulting and Administration. CINCINNATI INC./HU-MAC -National Marketing and Development. 1963 - 1969 BANK OF CALIFORNIA NA - Advertising, Marketing, Public Relations and National Market Development-Direct Sales. 1960 - 1963 PROVIDENT NATIONAL BANK - Marketing and Corporate Development. Forums and Seminars. 1957 - 1960 UNITED STATES NAVY - Engineering, Damage Control, Deck and Amphibious Landing Officer. UDT Training. Honorably Discharged LT(jg). EDUCATION 1953 - 1957 UNIVERSITY OF PENNSYLVANIA - Wharton School. Accounting, Economics and Finance. 1957 NAVAL OFFICER'S CANDIDATE SCHOOL 1964 NORTHWESTERN UNIVERSITY - Financial Marketing 1972 WEST VALLEY COLLEGE - Management, and Administration. 1981 - Present COLLEGE OF NOTRE DAME -MBA Program. COMMUNITY Chambers of Commerce, Symphony Association, PIBA, Salvation Army, Development Centers, Soccer Referee and Rotary. FAMILY Wife - Science Teacher at Harker Academy and graduate in Education - University of Michigan. Daughter - Graduate in Social Science - California State University at Chico. Have lived in Philadelphia, San Diego,.0akland Hills, Palo Alto and Saratoga. INTERESTS Community service; golf; history; presentations; political campaigns; public speaking; reading; research; sales and customer service training; skiing; travel; and writing. RICHARD G. TYRRELL BACKGROUND Ancestral background includE:s presence in historic Bucks County, Pennsylvania since early 1600's when William Penn granted land in • Bristol Township to a maternal cousin, Reverend William Dungan, for the first non-Quaker church. Great-grandparents and grancl-parents deeply involved in agriculture, community development and pz•eservation in Newtown, Pennsylvania. (which was in Washinton's path where he led troops from Valley Forge to Trenton in 1777, is six miles from Iniashington' s Crossing and fifteen miles from New Hope) from mid-1800°s to mid-190. Involved in construction projects in early teens related to restoration of older homes in the vicinity of Newtown and Washington's Crossing. Guided tours at the University of Pennsylvania in 1955-57• Developed historic tours in Philadelphia in early 1960's including research, documentation, implementation and moderating. Participated in financing, z•elocation and restoration of Victorian homes in San Francisco in mi.d-1970°s. Recognized expert on the lire and works of William Chapman Ralston (the "Man Who Built San Francisco") and his home in Belmont, California which is owned by and on the grounds of the College of Notre Dame. Commissioned paintings which are in the Belmont Branch of the Bank of America and include Ralston's Mansion acid other historic buildings in Belmont. Original proposer of the development of a technology museum in Silicon Valley in 1973 to reflect tree pioneering aspects and modern day applicatio of technology. Proposed comprehensive program for the celebration of the 200th Annive~r of the U.S. Constitution to the "We The People 200 Committee", which is headquartered in Philadelphia, in 1985. Continuing student of .United States history since the late 1940's including the contribution and involvement of people in building America.. Equally interested in regional and local California history. Resident of Santa Clara County since 1965 (Palo Alto 1965-70 and Saratoga 1970 to present) and a community activist. Elected to the Saratoga. Historical Preservation Commission in July 1986. • B,4RBr1RA 5. V4ESTE.R 14251 Burns Way • Saratoga, Galifornia 95070 t403) 367-242 EDUCATION 1963 Bachelor of Arts, San Jose State Collecre i'laJor: Home Economics, Minor: Health Education 156 General Secondary Teaching Credential Ccurse wort: included: History of Housing, Architectural Design, History of `Jictorian Era. 3977 to 1988 West Valley Gollege: .Physics, History of California, riistory of Santa Clara Valley Ct1REER PROFI:... Prior to 1S54 Sales, Camp Counselor, Paric Director (Recreation Department) 1964 Home Economics Teacher, Redlands Unified School District 1966 Substitute Teacher, Santa Clara and San :Mateo County Schools • 1966 to 1969 Home Economics Teacher, Fremont Union High School District 1971 to 1977 Substitute Teacher and Home T~_acher. Santa Clara County Schools 1975 to 1883 Teacher's Aide, Satatoga L'nion School District 1582 to present Clercial, Aftermath Taxes COM?1UNITY ACTIV~TILS 1562 Japanese exchange stucent (Stoclcton Sister City Program) 1573 Girl Scout co-leader 1975 to 1985 Environmental Volunteer <Classroam and on the trail presentations of environmental preservation topics to elementary school children) 1582 to present Saratoga Heritace Preservation Commission (Chai~~man, 1982) :"y interest in historical preservation has been a part of my i.it? sor :zany years. ~ am a fifth generation Stoclztonian (Stoc:~ton, California) and have been woricing on my family's geneology for many years. Since moving to the Santa Clara Valley • and to Saratoga in 1568, I have become very interested in this area. I feel it is vital that we preserve our heritage in order to have something to "give" to the generations to come. CITY OF SARATOGA CLG APPLICATION ATTACHMENT #4 VALERIE JO YOUNG, AICP 140 ROCK HARBOR LANE * FOSTER CITY * CA * 94404 * (415) 341-8257 EXPERIENCE 7/86 - present Associate Planner. City of Saratoga, California. 1/82 - 6/86 Assistant Planner. City of Santa Cruz, California. 10/79 - 12/81 Assistant Planning Director. City of Prescott, Arizona. Geography Instructor, Yavapai Community College, Prescott. 8/77 - 5/79 Research/Te<~ching Assistant. Arizona State University. EDUCATION 8/77 - 5/79 Arizona State University, Master of Arts, Geography. 9/75 - 12/75 University of California, Berkeley. Graduate courses in geography and library science 9/70 - 8/74 University of California, Santa Barbara. Bachelor of Arts, History. PROFESSIONAL DEVELOPMENT Planning General Plan Preparation. March, 1987, San Francisco. Fiscal Impact Analysis. March, 1987, San Jose. APP, Nationa_L Conference. April, 1986, Los Angeles. Design ReviEYw Clinic. March, 1985, San Francisco. California Land Use Law. March, 1982, San Francisco. Historic Preservation California :>tate Historic Preservation Conferences. Sacramento, 1984. Clarennnt, 1985. Coronado, 1987. Preservation Tax Incentives. February, 1982, San Francisco. PROFESSIONAL ASSOCIATIONS American In:~titute of Certified Planners American Planning Association California Preservation Foundation Association of American Geographers • • • CITY OF SARATOGA CLG APPLICATION • ATTACHMENT #5 INFORMATION ON HERITAGE RESOURCE INVENTORY The Heritage Preservation Commission is directed by ordinance to conduct a comprehensive survey of heritage resources in Saratoga (City Code, 13-I0.050(a)). The Commission has been working on a heritage resource inventory since the Commission was established in 1983. This task is now near completion, with the anticipated adoption of the inventory by the City Council to occur by June, 1988. The inventory will consist of about 80 entries and will ultimately be published in book form. The State of California Historic Resources Inventory Form will be complete for each entry. Attached is the preliminary index of proposed properties to be included in the inventory. • s . HERITAGE RESOURCES INVENTORY INDEX (Preliminary Draft) • No. Historic Name Saratoga School Rawdon Dell Address 14592 Oak St. Architectural 1. 2. 3. Warner Hutton House 4. Mrs. John Bell House (Almond Hill) 5. Paul Masson Lodge 6. Villa Deodora 13631 Saratoga Ave. 13495 Sousa Lane 14475 Oak Place S tl l e Age Mission Revival 1923 California 1916 Bungalow Queen Anne 1890's Shingle Craftsman 1910 Pierce Road French Chateau 1936 20330 Saratoga- Mediterranean 1912 Los Gatos Rd. Villa 7. Pike Estate 14684 Pike Road Normandy Chateau 8. Hakone Gardens 21000 Big Basin Way Japanese 9. Fabretti House 14669 Big Basin Way Pioneer 10. John Henry House 14630 Big Basin Way Pioneer 11. St. John's Episcopal 14700 Sixth Street Pioneer Church 12. Madronia Cemetery 14766 Oak Street 13. Hannah McCarthy House 20600 Lomita Ave. 14. 15. 16. 17. ~ 18. 19. 20. 21. William King House 14672 Oak Street Congregational Church 14666 Oak Street Parsonage Missionary Settlement 14683 Oak Street House Pioneer Greek Revival (Pioneer) Pioneer (Colonial) Pioneer (Greek Revival) Queen Anne 1926 1918 1881 18 6. 1896 1850's 1877 1870 1886 1897 Erwin T. King House 14605 Big Basin Way Colonial Salt Box 1875 Pettis Livery 14605 Big Basin Way Pioneer 1898 Marsh-Metzger House 14599 Big Basin Way Bungalow 1909 Springer House 20770 Wildwood Way Pioneer 1851 Glen Una Ranch 19490 Glen Una Dr. Spanish Colonial 192 :L HERITAGE RESOURCES INVENTORY INDEX • Architectural No. Historic Name Address Style Aqe 22. Grover House 14521 Big Basin Way Pioneer 1890's 23. Green Store Building 14519 Big Basin Way False-front 1890 pioneer 24. Cloud-Smith Building 14501-14503 Decorative pioneer, Big Basin Way Neoclassical 1884 25. 26. Sam Cloud Hay & Feed 20640 Third Street Pioneer 1884 Warehouse 27. Hutchinson Building 14495 Big Basin Way Pioneer 1884 28. Saratoga Bank 14421 Big Basin Way Classic Revival 1913 Banking 29. Kerr-Hogg Building 14413-14415 False front 1910 Big Basin Way • 30. 31. Henry Jarboe House 20611 Brookwood Pioneer 1858 Lane 32. F.B. Willard House 20601 Brookwood California 1916 Lane Craftsman 33. B. Grant Taylor House 14421 Saratoga- California 1906 Sunnyvale Road Craftsman ~ 34. J. E. Foster House 14510-14540 Pioneer 1880's Big Basin Way 35. Pollard House 20731 Marion Ave. Queen Anne 1880's Cottage 36. Neil Carmichael House 14051 Saratoga- Neoclassic 1914 Sunnyvale Road 37. Memorial Arch and Saratoga-Los Gatos Spanish Col. 1919 Landmark Plaque Road/Saratoga Ave. Revival 38. Methodist-Episcopal 20490 Saratoga- Pioneer 1895 Church Los Gatos Road ', 39. Saratoga Village 14410 Oak Street Mission Revival 1927.-. Library - 2 HERITAGE RESOURCES INVENTORY INDEX Architectural No. Historic Name Address Style 40. McWilliams House 41. 42. 43. 44. 45. 46. 47. 48. 49. 50. 51. 52. 53. 54. 55. 56. 57. 58. 59. Hogg Building/Swanee Dress Shop 20460 Saratoga- Pioneer Los Gatos Road 20450 Saratoga- False-front Los Gatos Road pioneer Aqe I 1850's 1904 Saratoga Volunteer 14488 Oak Street N/A 1903 Fire Bell Lundblad's Lodge 14534 Oak Street Craftsman/Shingle 1905 Bell Grove (D.C. 20360 Saratoga- Spanish Colonial 1904 Bell House) Los Gatos Road Woodleigh (G.A. 20375 Saratoga- Greek Revival 1911 Wood House) Los Gatos Road Saratoga Federated 20390 Park Place Mission Revival 1923 Church Saratoga Foothill Club 20399 Park Place Bay Region 191. Francis Dresser House 14300 Saratoga Ave. Neoclassic 1870 Luther-Cunningham 14280 Saratoga Ave. Period Revival 1925 Stone House Central Park Orchard Saratoga/Fruitvale N/A Ave. Thomys House 14189 Saratoga Ave. Pioneer 1870's J.C. Cunningham House 14120 Saratoga Ave. Decorative Pioneer 1889 E.M. Cunningham House 14075 Saratoga Ave. Decorative Pioneer 1882 Meason House 1:3991 Saratoga Ave. Pioneer 1870's McGrew-Atkinson House 1:3915 Saratoga Ave. Pioneer 1880 Crowell House 1!x855 Douglas Lane Pioneer 1880's Hayfield Caretaker 14315 Douglas Lane Mediterranean 1920 and garage Bldgs. Hayfield House 20235 La Paloma Ave. 192 Webster-Sutro House 14445 Donna Lane Dutch Colonial 1916 3 HERITAGE RESOURCES INVENTORY INDEX Architectural No. Historic Name Address Style A~ 60. Rancho Bella Vista 20021 Bella Vista Italian Villa 1917 61. Sterne-Andres House 20105 Rancho Bella Ranch House 1880's Vista 62. Hale Estate 20252 Hill Avenue Mediterranean 1930's 63. James Richards House 64. Villa Montalvo 65. Tibbett House 66. Cherrymount 67. Reynolds Ranch 68. Drown House 69. Meagher-Smiley House 70. Odd Fellows Home 71. Ellis House 72. San Tomas Grammar School 73. Brandenburg House 74. Anderson House 75. T.S. Montgomery Stone Wall 76. Nardie House 77. Higginbotham House 78. Van Arsdale House 20150 Bonnie Brae Craftsman Bungalow 1910 15400 Montalvo Road Italian Villa 1912 19221 Saratoga- Craftsman 1910 Los Gatos Rd. Bungalow 19474 Burgundy Farmhouse 1860 Way 13616 Fruitvale Farmhouse 1871 15095 Fruitvale Colonial Revival 1905 Ave. 15231 Quito Road Southwest Colonial 1941 14500 Fruitvale Ave. Mission Revival 1912 14711 Fruitvale Ave. Pioneer 1885 14004 Quito Road Dutch Colonial ? 18490 Ravenwood Drive 12239 Titus Avenue 20400 Saratoga- Los Gatos Road 14650 Sixth Street 14275 Saratoga Ave. 14690 Oak Street Decorative Pioneer 1888 Pioneer ~ N/A 4 CITY OF SARATOGA CLG APPLICATION ATTACHMENT #6 SUGGESTED ACTIVITIES FOR THRESHOLD-LEVEL PARTICIPATION 1) Public education progr~uns and publications. 2) Updates to heritage re:~ource inventory. 3) Assistance in nomination of properties to the National Register of Historic Places. i~ CITY OF SARATOGA y CLG APPLICATION ~ ATTACHMENT #7 COMPLIANCE WITH REQUIREMENTS FOR PARTICIPATION ~ 1. Enlforce appropriate state or local legislation for the designation and protection of historic properties. he City of Saratoga has adopted an historic preservation which ontaines a provision for the designation and protection of historic esources. To date, 13 properties have been designated. 2. Esiabfish an adequate and qualified historic preservation review commission by state or local law. he City of Saratoga has established a 7-member Heritage Preservation ommission by local ordinance (see Attachment #1, Section 13-10.010-050). he Commission meets twice a month and is provided staff support by the fanning Department. The Commission has an annual budget for attending onferences and training sessions, and is responsible for the prepar- tion of the heritage resource inventory. If the City of Saratoga is pproved as a CLG, the Commission will be responsible for publishing rocedures for registering local resources on the National Register f Historic Places, and for submitting an annual report of its ac- ivities to the State Office of Historic Preservation. 3. Maintain a system for the survey and inventory of historic properties. The Commission is currently preparing an inventory of heritage resources in accordance with the California Historic Resources Inventory Workbook. Each property will have a completed State inventory form. The inventory ill be periodically updated in the future as appropriate. 4. Provide for adequate public participation in the local historic program. ommission meetings are open to the public, with published agendas and inutes in accordance with the California Open Meeting Act. The public s encourage to participate in preservation activities through publica- ion of Commission vacancies and individual member efforts. 5. Satisfactorily perform the responsibilities delegated to the CLG. e City of Saratoga shall comply with the CLG program requirements and rry out its responsibilities in an efficient and satisfactory manner. • CITY OF SARATOGA CLG APPLICATION ATTACHMENT #8 RE C./vL~tSTini iv hvv. RESOLL'nnTivP~ OF THE CITY COL"vCi~ OF THE CITY OF SARATOGA ADDDvv i1VV THE AP°LiC!°TIO^~ A"v'J CERTIFiCATIOCJ P,G°EEMLnp~T(~FOR TLE CERTlI~lEU LOCAL VV~Eft~VI tEiVT H1 JTv1~1C ~REJER~~1°~T1vIM I RV VRIIIVI. WHEREbC.r, the Cvriyrar55 under ~U~JliC Lalti a~'u~irJ hd5 duthGr iced the 25tauii5hl~ient of a ver tifiEd LGCai CiGVGrni~idiit H15tvriC Preser Vatlvn °rGgram; and WHEREAS, the State Lepartnent Gf °ar'r.s dnd RecraatiGn is reSpGn'oi.u10 fGr thie adi•ilrilStrdtiGn of the rG'r ai''1 alit ~' ~' 1 j ' N ~ hln VhE jl.a4~., jetVing up r~''cCesSdr '~+ r liie5 anti prvCcdui"SS CjvVernlny dppliCdtivn by ivCal d~cnCi05 under the prograrl; and t~HEREAS, said adG~tad ~rccedures esta h '~h c+ t ~- 1 N 1 blis ed by ,, a Jba e Depart~~en~ of Pdr r;5 and ReCreatiGn rcyillre th"'v applicant tG Certlfy by rcSGl'utiGn tf'ie apps GVdl Gf dppllCativn5 prior tG Si..lt'iit1155ivnvf sdld appllCdtiGnS tG tha S t d t G; C~Ow, THEREFORE, he it rescl•Jed that thz City Council hzreby: 1) Approves the fiiiri~ of do application fcr certification under the Certiflad LGCal GGVern;~ent Historic PreservatiGn prGgran; and ~i Appoints the Clty Manager yr h15 dUthGrlZcd dEpilty d5 aCJ.''cnt of the City tv COGrdindt4. , pr GCe55 , and v''::eCUtB all CvntrdCtS , agree~'~erts, amendments, and ancillary dGCi_ii~ient5 i.Jlthin the SCGp$ Gf the dttdChed appi:iCdtiOn fGr CertlfiCdtlvn. The auG'JS and foregoing resGlution LuaS pd5'aed and adGpted at ,Meet in~ Gf the ~idrdtGCj.d Clty CGUnCil held vn the 1 °O7 , by thF: foi lGwing nGte: AYES: raoTES: ASSE"dT I IC'ly Gl ATTEST: lJ~pl.lty silty Cl~l f~. a regular _ day Gf • j' • • D 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 COURT PgpER • BTAT[ OF CALIFONNIA ST D. 113 IREV. B•721 65 34769 CITY OF SARATOGA CLG APPLICATION ATTACHMENT #9 STATE OF CALIFORNIA Department of Parks and Recreatior. on~lct of 1966 Certified Local Government Program CERTIFICATION AGREEMENT Participant: Recitals: 1) The Participant agrees to execute and administer a program for the identification and protection of historic architectural and archeological resources throughout its jurisdiction according to the terms contained in the State of California's "Procedures for Certified Local Government Historic Preservation Program" ("Procedures"), incorporated herein as Exhibit A, as approved by the National Park Service, Department of the Interior, according to the provisions of the National Historic Preservation Act of 1966, as amended in 1980 (16 USC 470; Public Laws 89-665 and 96-515). 2) This agreement shall begin on the date it is signed by the State Historic Preservation officer (SHPO), and shall remain in effect unless the Participant requests decertification as a Certified Local Government or is decertified by the SHPO, pursuant to the Procedures-. 3) The Participant shall meet the provisions of the Threshold Level of Participation delineated in the Procedures: enforce appropriate state and local legislation for the designation and protection of historic properties; establish an adequate and qualified historic preservation review commission ("Review Commission") by local law; maintain a system for the survey and inventory of historic properties; provide for adequate public participation in the local historic preservation program, including the process of recommending properties for nomination to the National Register of Historic Places ("National Register"); and satisfactorily perform the responsibilities delegated to it by the state. 8/86 ~~ ~ -1- s• ~' 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15~ 16 17 18 19 20 21 22 23 24 25 26 27 COURT PAPER BTAT[ O- CA LIIORNIA $T D. 113 ~qEV. B•721 86 31769 8/86 4) The SHPO shall submit all recommendations for nominations to the National Register for properties in the Participant's i~risdi~tion to the Participants review and comment by the Review Commission. The Participant agrees to ensure that the professional technical expertise related to the subject of each recommendation for nomination is either available on the Review Commission or is obtained pursuant to the Procedures. 5) The Participant shall enforce its historic preservation ordinance, a copy of which is incorporated herein as Exhibit B; the Participant shall obtain the prior approval of the SHPO for any amendments to said ordinance. 6) The Participant and SHPO shall comply with all applicable laws, rules, and regulations pertaining to the execution and administration of the terms of the Procedures. 7) The SHPO shall inform the Participant of procedures for applying for grant funds for which the Participant is eligible as a Certified Local Government. i •i STATE OF CALIFORNIA• By State Historic Preservation Officer Date PARTICIPANT By Authorized Representative Title Date -2- ~. ~- o~ ~ ~ oC~~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA, 95070 • (408) 86?-3438 MEMORANDUM TO: Harry Peacock, City Manager DATE: 1/14/87 FROM: ,Heritage Preservation Commission SUBJECT: Zaork Priorities for 1987-88 At its January 7, 1987 meeting, the Heritage Preservation Commission discussed its 1987-88 work priorities. The following is the list that was unanimously adopted by the Commission and is herewith submitted for your consideration: • 1. Finish the heritage resources inventory. Explore the possibility of hiring .professional assistance to complete this task. 2. C L 3. I h 4. E P 5. I r 6. C 7. D i 8. A h t mplete the application for participation in the Certified cal Government Program (information attached). crease public awareness of preservation activities and ritage resources ix~, Saratoga. courage property .owners to participate in designated ogram.. itiate the .use pf bronze plaques to designate heritage sources. ntinue monitoring progress on the Warner Hutton house. velop financial and regulatory incentives for preservation Saratoga. dministrative business - develop Heritage Commission andbook and bylaws, provide input'on planning issues related o preservation .(Village Plan, bed and breakfast ordinance, tc.). 1 • ~~B • ifornia Historv C u STAFF Dr. James C. Williams Director Janet Brynjoltsson Administrative Associate Kathi Peregrin Media-Instructional Associate Helen Kikoshima Community Services Helen Riisberg Docent-Volunteer Coordinator Shirley Clements Librarian FOUNDATION BOARD OF TRUSTEES Anthony J. Lopina President Yvonne Jacobson Vice President James C. Williams Executive Director Ward Winslow Treasurer Janet t3rynioltsson Secretary Austen Warburton Legal Advisor David R. Bennion Trustee h7orton I. Levine Trustee Kenneth Manning Trustee Roy W. Roberts Trustee C. A. Syvertson Trustee Stephen N. White Trustee Robert Smithwick Trustee ex-officio Michael G. Sullivan tee ex-officio rion Card unorary Trustee Dorothy Varian Honorary Trustee Walter G. Warren Honorary Trustee October 27, 1987 Dear Friend, ~OV 3 1987 The enclosed brochure is an introduction to an exciting and informative program available to your organization through The California History Center. Not everyone has discovered the unique and charming California History Center: "Beaulieu" which means beautiful place. It is located in the restored Trianon Building located on the De Anza College campus, adjacent to Flint Center. The center, a nationally registered historic landmark and original home on the De Anza land, houses an archival library of books, photographs, video tapes, student research papers and newspaper clippings. It also has a rotating exhibit program, publishes books, and offers non-credit heritage tours as well as academic courses for credit. The speakers bureau is a new program started this year in order to bring the best available speakers on California history to our community. We also feature numerous speakers who can address your group about the historic Trianon building and the activities and programs of the history center itself. Please take a moment to look through our brochure and see the wide variety of topics and speakers available to your club or organization. Speakers may be scheduled by calling the center at (408) 996-4712 during normal working hours. If you would like further information about the California History Center's Speakers Bureau program, please give us a call. We look forward to hearing from you. Sincerely, Kathleen Peregrin De Anza College, 21250 Stevens Creek Blvd., Cupertino, Calitomia 95014 (408) 996712 A Public Entity ~ California's Best! ~~ ~~F.,~' ~r l ~z_ i~~ ~~,~ 3117 Hawthorne Street, N.W.,Washington,D.C 20008,(AC202) 965-9447 ~~~ - November 4 1987 ~~0',' ~~~~ ~.,~7 Dear Bicentennial Community: I would like to inform you of a poster exhibit which is available for the Bicentennial of the U.S. Constitution. The exhibit is published by Project '87, an organization sponsored by the American Historical Association and the American Political Science Association, and has received the approval of the President's Bicentennial Commission. This constitutional exhibit consists of 12 full-color posters, 22" x 36" in size, and covers the events leading up to the writing of the Constitution, its ratification, the Bill of Rights, and the political concepts on which our form of govern- ment is based. It is designed to be used for the entire four- year bicentennial, covering all events from 1987 through 1991. Available either mounted or unmounted, the exhibit is accompanied by a User's Guide that provides a narrative essay about the events and leaders pictured in the exhibit, as well as guidelines for using the.-posters both in the classroom and adult discussion groups. I have enclosed a flyer on this constitutional exhibit should you wish to order it. If you have any questions, please do not hesitate to contact me. Sincerelpy, ~~//ff,, ~/ G4~-- ~ Ldl~G~k oan R. Challinor Chairman, Exhibit Task Force JRC/dsj Enclosure Sponsored by the American Historical Association and the American Political Science Association James MacGregor Burns Richard B. Morris Samuel R.Gammon Thomas E. Mann Co Chairman Co Chairman ExecuaveDirecror ExeCUtweDuecror Joint Commrtree Jo~nl Commdlee Amencan H~slorical Assoc~alion Amencan Po6t~caf Saence Assoc~ahon Project'87 t ................ . .. - F~111~1 'THE ARTICLES OF CONFEDERATION ~~i~~i • Al~uw~-IRj 8ldpda n•iCJ ~{ , t_"- ,~ °°" r ~. +~=- -~_ FROM PROJECT '87.. . Celebrate ~~ 'Your I~ Constitution! hiE FED iLTvvQ,n~ c~ i.=_ Celebrate THE BLESSINGS OF LIBERTY and the Bicentennial of the United States Constitution with a poster exhibit that tells the story of the American founding. The exhibit has received official recognition by the Commission on the Bicentennial of the United States Constitution. These 12 full color posters, each 22"x36;' attract the attention of viewers, who learn about constitutional principles through vivid graphics accentuated by brief, carefully crafted texts. THE BLESSINGS OF LIBERTY conveys information and inspires further inquiry. The poster exhibit comes with a User's Guide, which features an essay describing the events, ideas and leaders pictured in the posters, separate lessons for students in grades 4-6, 7-9, and 10-12, and other essays and bibliographies. The posters are available unmounted or on a sturdy cardboard mounting system 6' tall, charcoal gray, and foldable for reship- ment. The poster exhibit can be displayed effectively in libraries, civic centers, businesses, schools or courthouses. Exhibits ure sold onh~ in complete sets of -welve posters. /ndividuul posters are not availuble for purchase. PRICES: UNMOUNTED: $70.00 per exhibit MOUNTED: $110.00 per exhibit ADDITIONAL COPIES OF THE USER'S GUIDE: $4.00 each Additional shipping charges for orders sent to cities not served by UPS. Alaska, Hawaii, foreign countries, and APO & FPO according to distance and weight. • Poster Titles: The Blessings of Libert y The Articles of Confederation A "Less Perfect "Union, 1781-1788 The Constitutional Convention The Founders'Achievement The Anti-Federalist Argument Ratification The Bill ojRights A City Plan for the Constitution The Principle of Federalism The Supreme Lain of the Land To Ourselves and OurPosterity - - - - - - - - - - - - - - - - - - - - Ordets must be prepaid; purchase orders will not be accepted. All orders should be sent and made payable to: Project '87 THE BLESSINGS OF LIBERTY, 1527 New Hampshire Ave., NW, Washington, D.C. 20016. Quantity Unit Price Total Unmounted Mounted Exhi Additional User's Guides GRAND TOTAL: SHIP TO: Name Organization State Zip so this Constitution PU/IIDINL AN EEFCIEM (~MFANMEM A61-(/M Zl___ -- _- _-_ CITY OF SRRRTDGR HERITRGE PRESERVATION COMMISSION RGENDR DATE= Wednesday, November 4, 1987 - 3:00 p. m. PLRCE: Saratoga Community Library Meeting Room 13560 Saratoga R~enue, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGRNIZATION R. Roll Call B. Approval of Minutes of 10/21187 C. Posting of Rgenda D. Oral and Written Communications II. NEW R. III. OLD R. B. IU. ITEI BUSINESS Discussion topics for joint meeting with Planning Commission - December 1, 1987. BUSINESS Heritage Resource Plaques - Status report Heritage Resource Inventory ~iS INITIRTED BY THE COMMISSION U. ADJOURNMENT • • • • CITY OF 5ARRTOGA HERITAGE PRESERUATION COMMISSION MINUTES DATE: Wednesday, October 21, 1987 - 3:00 P. M. PLRCE: Saratoga Community Library Meeting Room, 13560 Saratoga R~enue TYPE: Regular Meeting I. ROUTINE ORGANIZRTION A_ Roll Call Present: Commissioners Heid, Rnsnes, Landsness, Cameron, Koepernik, Tyrrell C3:30) Rbsent: Uoester {excused? Staff: Young B. Approval of minutes of 9!16!87 and 10!7!87 M!S CameronlLandsness to approve minutes as submitted. Passed unanimously. C_ Posting of Agenda Staff noted the agenda was posted at Gity Hall on Friday, October 16, 19$7 D. Oral and Written Communications The Commission reviewed the letter in the packet from Nancy Kirk regarding trees on LaPaloma flue. Commissioner Heid briefed the Commission on the status of the trees. The Commission agreed that a response letter to Ms. Kirk was in order, with a copy to City Engineer R. Shook. Commissioner Heid stated he had received a letter from M. Stamos regarding a historic tree grove at West Ualley College. He said he was unable to attend the ceremony on October 10. Commissioner Heid also shared a letter he had received regarding Saratoga's status as a bicentennial community. U. Young read a letter from the Foothill Glub thanking the Commission for the bronze plaque. Gene Zambetti spoke to the Commission briefly regarding his upcoming application for heritage resource designation of the Meagher-Smiley House on Quito Road. Commissioner Ansnes briefed the Commission on a meeting she had attended for the City Council and Commission 1 HERITRGE PRESERUflTION MINUTES - 10!21!87 PRGE •. chairs. She stated the Planning Commission was interested in hamming a joint meeting with the Heritage Commission, perhaps with the use of a facilitator. U. Young reported that the City Council and Planning Commission had held a joint meeting that previous evening <October 201 and that a joint meeting with the Planning and Heritage Commissions would be scheduled for December or January. Commissioner Cameron reported on a discussion he had with former Commissioner Jean K~amme regarding the old church building in the Village. II. OLD BUSINESS R. Heritage Resource Plaques - Status Report Commissioner Heid noted that the Foothill Club plaque had been presented at their luncheon on October 13, and that the Montal~o plaque would be presented at their Nvuember 12 board meeting. Commissioner Landsness will work on coordination of presentation of the remaining plaques. B. Heritage Resource InUentory The Commission cvmp~leted the review of the forms, ending with #70, Oddfellows building. They briefly went through sections #1 - 10 anid #11 - 20 again. U. Young urged the Commissioners to submit their corrected forms to her so they could be typed) into the computer and printed vut for final review. III. ITEMS INITIATED 8Y THIE COMMISSION None IU. ADJOURNMENT The meeting was adjourned at 5:00 p.m. The next meeting will be held on Wednesday, NoUember 4, 1987-at 3:00 p.m. Respectfully Submitted, Ual eri. a Young Secretary tv Commission C 2 i• ODD ~ ~~~~~~~ 's HERITAGE RESOURCES INVENTORY INDEX (Preliminary Draft) No. Historic Name 1. Saratoga School 2. Rawdon Dell 3. Warner Hutton House 4. Mrs. John Bell House (Almond Hill) 5. Paul Masson Lodge 6. Villa Deodora Address 14592 Oak St. 13631 Saratoga Ave. 13495 Sousa Lane 14475 Oak Place Architectural Sal a ?~c~e Mission Revival 1923 California 1916 Bungalow Queen Anne 1890's Shingle Craftsman 1910 Pierce Road. French Chateau 1936 20330 Saratoga- Mediterranean 1912 Los Gatos Rd. Villa 7. Pike Estate 14684 Pike Road Normandy Chateau 8. Hakone Gardens 21000 Big Basin Way Japanese 9. Fabretti House 14669 Big Basin Way Pioneer • 10. John Henry House 14630 Big Basin Way Pioneer 11. St. John's Episcopal 14700 Sixth Street Pioneer Church 12. Madronia Cemetery 14766 Oak Street 13. Hannah McCarthy House 20600 Lomita Ave. 14. 15. 16. 17. 18. 19. 20. • 21. William King House 14672 Oak Street Congregational Church 14666 Oak Street Parsonage Missionary Settlement 14683 Oak Street House 1926 1918 1881 1869 1896 Pioneer 1850's Greek Revival 1877 (Pioneer) Pioneer (Colonial) 1870 Pioneer (Greek 1886 Revival) Queen Anne 1897 Erwin T. King House 14605 Big Basin Way Colonial Salt Box 1875 Pettis Livery 14605 Big Basin Way Pioneer 1898 Marsh-Metzger House 14599 Big Basin Way Bungalow 1909 Springer House 20770 Wildwood Way Pioneer 1851 Glen Una Ranch 19490 Glen Una Dr. Spanish Colonial 1925 1 HERITAGE RE;5OURCES INVENTORY INDEX Architectural No. Historic Name Address Style Aqe 22. Grover House 14:521 Big Basin Way Pioneer 1890's I 23. Green Store Building 14'519 Big Basin Way False-front 1890 ~I pioneer ',, 24. Cloud-Smith Building 14'501-14503 Decorative pioneer, Big Basin Way Neoclassical 1884 25. 26. Sam Cloud Hay & Feed 20640 Third Street Pioneer 1884 Warehouse 27. Hutchinson Building 14495 Big Basin Way Pioneer 1884 28. Saratoga Bank 14421 Big Basin Way Classic Revival 1913 Banking 29. Kerr-Hogg Building 14413-14415 False front 1910 :Big Basin Way I 30. • CI 31. Henry Jarboe House 20611 Brookwood Pioneer 1858 ~, :Lane 32. F.B. Willard House 20601 Brookwood California 1916 1 :Lane Craftsman 33. B. Grant Taylor House 14421 Saratoga- California 1906 ;5unnyvale Road Craftsman 34. J. E. Foster House 14!510-14540 Pioneer 1880 i 's ;Big Basin Way 35. Pollard House 20'731 Marion Ave. Queen Anne 1880 's Cottage 36. Neil Carmichael House 14051 Saratoga- Neoclassic 1914 Sunnyvale Road 37. Memorial Arch and Saratoga-Los Gatos Spanish Col. 1919 Landmark Plaque ]Road/Saratoga Ave. Revival 38. Methodist-Episcopal 20490 Saratoga- Pioneer 1895 Church :Los Gatos Road 39. Saratoga Village 14410 Oak Street Mission Revival 1927 • Library 2 _ HERITAGE RESOURCES INVENTORY INDEX • Architectural No. Historic Name Address Style 40. McWilliams House 41. 42. 43. 44. 45. 46. • 47. 48. 49. 50. 51. 52. 53. 54. 55. 56. 57. 58. 59. Hogg Building/Swanee Dress Shop 20460 Saratoga- Pioneer Los Gatos Road 20450 Saratoga- False-front Los Gatos Road pioneer Aqe 1850's 1904 Saratoga Volunteer 14488 Oak Street N/A 1903 Fire Bell Lundblad's Lodge 14534 Oak Street Craftsman/Shingle 1905 Bell Grove (D.C. 20360 Saratoga- Spanish Colonial 1904 Bell House) Los Gatos Road Woodleigh (G.A. 20375 Saratoga- Greek Revival 1911 Wood House) Los Gatos Road Saratoga Federated 20390 Park Place Mission Revival 1923 Church Saratoga Foothill Club 20399 Park Place Bay Region 1916 Francis Dresser House 14300 Saratoga Ave. Neoclassic 1870 Luther-Cunningham 14280 Saratoga Ave. Period Revival 1925 Stone House Central Park Orchard Saratoga/Fruitvale N/A Ave. Thomys House 14189 Saratoga Ave. Pioneer 1870's J.C. Cunningham House 14120 Saratoga Ave. Decorative Pioneer 1889 E.M. Cunningham House 14075 Saratoga Ave. Decorative Pioneer 1882 Meason House 13991 Saratoga Ave. Pioneer 1870's McGrew-Atkinson House 13915 Saratoga Ave. Pioneer 1880 Crowell House 19855 Douglas Lane Pioneer 1880's Hayfield Caretaker 14315 Douglas Lane Mediterranean 1920 and garage Bldgs. Hayfield House 20235 La Paloma Ave. 1920 Webster-Sutro House 14445 Donna Lane Dutch Colonial 1916 3 HERITAGE RESOURCES INVENTORY INDEX • Architectural No. Historic Name Address Style Aqe 60. Rancho Bella Vista 20021 Bella Vista Italian Villa 1917 61. Sterne-Andres House 20105 Rancho Bella Ranch House 1880's ~ Vista 62. Hale Estate 20252 Hill Avenue Mediterranean 1930's 63. James Richards House 64. Villa Montalvo 65. Tibbett House 66. Cherrymount 67. Reynolds Ranch 68. Drown House 69. Meagher-Smiley House 70. Odd Fellows Home 71. Ellis House ?2. San Tomas Grammar School 73. Brandenburg House 74. Anderson House 75. T.S. Montgomery Stone Wall 76. Nardie House 77. Higginbotham House 78. Van Arsdale House 20150 Bonnie Brae Craftsman Bungalow 1910 15400 Montalvo Road Italian Villa 1912 19221 Saratoga- Craftsman 1910 Los Gatos Rd. Bungalow 19474 Burgundy Farmhouse 1860 Way 13616 Fruitvale Farmhouse 1871 15095 Fruitvale Colonial Revival 1905 Ave. i i • 15231 Qu to Road Southwest Colon al 1941 14500 Fruitvale Ave. Mission Revival 1912 14711 Fruitvale Ave. Pioneer 1885 14004 Quito Road Dutch Colonial ? 18490 Ravenwood Drive 12239 Titus Avenue 20400 Saratoga- Los Gatos Road 14650 Sixth Street 14275 Saratoga Ave. 14690 Oak Street Decorative Pioneer 1888 Pioneer ? N/A ? • 4: • ~~B CALIFORNIA-THE RESOURCES AGENCY GEORGE DEUKMEJIAN Governor '~;. ~IlSTORICAL RESOURCES COMMISSION ,~-'~=~.,,, r'~N~,RTMENT OF PARKS AND RECREATION ~;~~ ~T OFFICE BOX 942896 ~~'~°" CRAMENTO, CALIFORNIA 94296-0001 916) 445-8006 o.c T 2,, ~9sT PLANNING DEPT. NOTICE OF HEARING STATE HISTORICAL RESOURCES COMMISSION NOTICE IS HEREBY GIVEN that the State Historical Resources Commission pursuant to Section 5020.3 of the Public Resources Code and pursuant to law, will meet on Friday, November 6, 1987, in the Pre~idio Chapel, 129 East Canon Perdido, • Santa Barbara, California, to take action on the attached agenda. NOTICE IS ALSO GIVEN that any person may file a written statement on any subject on the agenda by writing to the undersigned, or by presenting oral or written statements or arguments at the hearing at 9:00 a.m., or as soon thereafter as the matter may be heard. Inquiries may be directed to Sandra J. Elder, (916) 445-8006, or the State Historical Resources Commission, Post Office Box 942896, Sacramento, CA 94296-0001. NOTICE IS ALSO GIVEN that the Commission will hold a workshop on Thursday, November 5, 1987. No action will be taken by the Commission during the workshop. Kathryn Gualtieri Executive Secretary LJ ~vtiaa~7v+ai~.iv+ai~.::eic::cv~%..I.dls'a ci vi .t ai~<ti c3 va v.w~i~~a ca cn ab.i•.: r,~-: <: v: ~z-•. Main. Street News ~~~~t~~~ U~T N :.1 ~r/C7/ PLA~lIVInE~ DEP ~ . ,~~ ~icX~~ , i ~ ~ .ice' ~ ~ ~~ 1 ~.. ._,a,s~. ...~.~-_.~ ` 3 ~. t~c~fiCie"r~~ ~-a ~_ r..~ ~~u _ ~~~tl~~®~61;~:5me Frank B. Gilbert Historic district commissions are often established to help people deal with development problems in their communities. In fact, more than 1,200 Ameri- can cities and towns have set up commissions and passed histor- ic preservation laws to help property owners protect their buildings from harmful changes on nearby lots. =~ .Shelbyville, Ky., offers ~~,:.. ; P an exam le of a Main ~' Street city with a suc- cessful local historic district commission. Located between Louisville and Lexington, Shelbyville's business district not only serves residents but also includes shops that draw people from outside the city. In 1984, owners of downtown buildings were worried by the construction of several prefabri- cated buildings that seemed out of character with adjoining stores. Then, in January, 1985, a serious fire in the center of the business district created a va- cant lot and raised the possibili- tythat acorrugated metal build- ing would be constructed there. Although this type of structure might be satisfactory elsewhere, ~;~ -- i~`9~-7 - - ass.,- ` - • iercr-x t*_~ a^_. ct ccrx°~. IQWDaDCE:B, S:. ~s b;en t~~ey u.,:. CC8!P~Su "c. pisi~r!c ress~st_~ CIUIE"S' CD5l3i~~~: aad G!?~ r!~--z^ t az-s.. reM: . D&SSc~ 8 !-.. ~~vrats:xs e!s:c; - tioti!u~. .. erc~~a;.:. s~° XL":9l EPC"_ paC~~a4c t~~ti,', :. Bui!a :.tea°O. 5~. ~., u:!a a~a: a xei ~ - iac~~r !t°~ -• Gfl:6iN~U, gii:6e'. ~:mr: ; ~~ ~"~'' ~ Natio;~ial Trust for Historic Preservation ~:- - !-~~ - • T~s: biste~ic eist;:°' C63~ISEIC7 I' SI62rJYYGie. ~:;., 159P[Etl ~ii;s t„ a~eae~ryyelel~Vyayy~t ~art~a RA~LpC11t BG Bih..~ to asr~ee na t._. hiltlc;sq. (GF:::: ~:.;; it would not fit in with the exist- ing older commercial buildings in Shelbyville. Townspeople discussed the problem and decided that it re- quired immediate attention. The mayor and city council re- sponded to the need for action, and within two months, the city had a draft of a historic district law Under this law, new con- struction, demolitions, exterior alterations and the moving of buildings would be reviewed by a new city board-a historic dis- trict commission. Although this type of law had a good record in other Kentucky cities and the Shelbyville ordi- nance contained safeguards for owners, there was still concern about government regulation of private property. At the end of a long public hearing on the pro- posed law, a member of the city council summed up the evening by saying, "You have come to us with a problem, and we have looked around for a solution. A historic district law is the best answer we could find. We realize it involves some government regulation, but we think it will make a difference in protecting Shelbyville." The law was passed a few weeks later. The mayor then ap- pointed alive-member historic district commission, which rec- ommended to the city council that a historic district be estab- lished. The city council ap- proved the proposed district with boundaries that include the blocks of the Shelbyville Main Street Program. In the period since 1985, the historic district commission has made a significant difference in Shelbyville. At its monthly meetings, the commission re- views and approves the plans that property owners bring to it. Each month there is a good dis- cussion about ways to accom- plish what the owner or his ten- ant needs. The creation of a historic dis- trict has contributed to a new attitude in Shelbyville. Owners are paying more attention to the plans they make for their proper- ty, and inappropriate new build- ings are no longer being pro- posed. Shelbyville's Main Street pro- gram is another reason for the new attitude in the city. The project brings together commu- nity leaders who work on solu- tions to problems in the busi- ness district. The experience of the last two years has demon- strated the valuable role a local historic district commission can play in helping a Main Street program revitalize the down- town. ~~~~~$~~ - Timing is extremely im- .T portant in the establish- ment of a historic district commission that will become part of a city's Main Street pro- gram. The initial revitalization work in a community involves voluntary efforts leading to a strong local organization. Work on promotion, design and eco- i~;:unnai ~':.!:n ~t-~rr l.~n;.r.:ti'ar.un;il 12,t for Historic Presrn•~ti:: nomic restructuring follows. During the second or third year of a program some cities will become interested in set- ting up a historic district com- mission. The initiative should come from members of the Main Street advisory board. As a first step, the Main Street board should discuss its idea with the mayor and the city council. These officials will bring the city attorney and the director of_ planning into the discussions. A typical local preservation law will involve the following: ^ the establishment of a histor- ic district commission ^ the commission's recommen- dation to the city council that a historic district be established ^ designation of the district by the city council ^ submission by property owners of their plans for build- ing alterations or new construc- tion on vacant lots (The com- mission does not review changes to the interior of build- ings. ~ ^ review of the proposed work at monthly public meetings and the awarding of certificates of appropriateness by the commis- sion ^ the right of an owner to appeal a decision if he or she is dissatis- fied In preliminary discussions about such a law the Main Street board should emphasize that there is already interest in creat- ing ahistoric district. To build this interest, members of the board will need to conduct an educational program to enlist the support of a majority of the owners and tenants who will be affected by the law if it is passed. As part of this educational program, supporters of the com- mission should discuss the idea with city staff. Their sugges- tions will influence the duties given to the historic district commission. Through informal meetings, the city staff can be made part of the process leading to the establishment of a com- mission. In presenting the idea to the community, its supporters should emphasize that they are talking about a reasonable reg- ulation of property rights, with volunteers from the community serving on the commission. A key element of a historic preser- vation law is the negotiation that takes place when the com- missionsuggests that a property owner modify his or her plans. Without a historic district commission, members of the community are likely to be up- set by some changes to Main Street that are legal but inap- propriate. Historic district com- missions, for example, have been effective in handling the plans of chain stores that come into a city with standard designs for their outlets. Often the man- agers of these stores are insen- sitive to the special character of a community, believing that their standard design is essential for success. A city is fortunate when it has a local commission to negotiate with these chains. The record shows that historic district commissions have worked successfully to modify the standard designs of retail chains. ~ ~~:..._. ta., u ~.__ ~ .. ..;3 < After preliminary dis- ~ . -:: F = - cussions with city offi- cials, the Main Street . board should work with the city attorney to draft a his- toric district law The city can also get help in drafting the law from the state historic preserva- tion office or the National Trust for Historic Preservation. It is extremely important that the law include provisions tai- lored to special situations in the city. The Main Street board may want to include provisions on incentives in the historic dis- trict, the need for maintenance, procedures for signs and coordi- nation with zoning require- ments. Since each city is different, a community cannot use a stan- dard historic district law. Al- thoughthese laws contain many similar provisions, each town must develop its own preserva- tion law through work sessions involving interested people in the community. Inevitably, questions will be raised about the legality of a his- tonic district law There will al- ways besomeone who says, "No 'one is going to tell me what I can do with my property." These individuals are: entitled to their opinion, but 60'years ago the U.S. Supreme Court upheld the legality of zoning and this type of regulation of private property. When historic districts were questioned in later cases, the courts approved thc;se laws, often viewing them as an exten- sion of zoning. In 1978, the Supreme Court upheld the constitutionality of the New York City preservation law The case was Penn Central Transportation Co. vs. City of New York, 438 U.S. 104, and it involved demolition of Grand Central Terminal. In the Penn Central decision, the Court held that the objective of protecting historic districts is "an entire- ly permissible governmental goal." The decision reviewed the provisions of the local law being questioned and commented that the city had used "appropriate means" to achieve its purpose. The Court went on to say that "the restrictions imposed are substantially related to the pro- motion of the general v~elfare." And as part of its opinion, the Court established the following test: An owner of a historic building must be able t:o make "reasonable beneficial use" of his or her property. Looking at the fact<.; of the Penn Central case, the Supreme Court noted that the o~nmer not only could profit from it;s histor- ic building but could also obtain a reasonable return on its invest- ment. And in a more recent case, the First English decision, the Court held that local govern- mentsmay beforced to pay dam- ageswhen property owners have been denied ail use of their prop- erty. That standard provides pro- tection for all owners of com- mercial property in Main Street historic districts. i ~. ~ ~~ti.c~ie ~°`" ~;. '~` As work continues on ~~~: E ' ~ ` the drafting of a historic ....~:. °'°_ -" district law, city offi- cials and others will want to get a preliminary idea of who will be covered by the legislation. The boundaries of the Main Street program can be helpful in sug- gesting the size of the eventual district. In addition, there may already be a survey of the com- munity's historic buildings car- riedout through the state histor- ic preservation office. Volun- teers should take a look at this survey and update it if necessary Part of Main Street may al- ready be in the National Regis- ter of Historic Places, the list maintained by the U.S. Depart- ment of the Interior. If so, the surveyors who prepared the Na- tional Register application form would have drawn boundaries that can be used by the local his- toric district commission when it makes its recommendation to the city council. It is important to explain to the community the difference between a National Register his- toric district and a local district designated by the city council. The National Register was es- tablished in 1966 to create an inventory of historic buildings, sites and districts. National Register status can help property owners in two ways: ~ 1) rehabilitation projects on buildings in National Regis- ter districts may be eligible for federal income tax credits, if the property is used for commercial or rental residential purposes; and j2j projects that involve the use of federal money must be re- viewed whenever they would af- fect properties listed in the Na- tional Register. Most of what happens on Main Street, however, does not s-y ~k~ pion.-. ~-°-~ ,- ~~~.,.Q°~ --, a t..~. lii4k~l ~~::iJ ~~J~u_ . Raz r~;t~ s,~: f ~.~...:.~~, .~, 4e G ~~ ~,;~ Siiw ii ;.-- --- ;.3. flu:.: lo' fi::.:._. LJ • • 3 involve the tax credits or federal monies; thus, most proposed changes never come to the at- • tension of the National Register staff or the state historic preser- vationoffice. Only a local histor- ic district commission will re- view these plans. Not only do local commis- sions review proposed altera- tions to historic buildings; they can also approve or deny changes to modern buildings lo- TE2 e`REi7Y Cam:',-." stzr6 ct t~~cxacsl i:: 4::."itiwSl kflH (:: fiSl:rfC efbJ;;;i~ CB;A~ZfYSh,^^. I . rea:are ire er~:_; WIeCt9SY Br;Si"' .~ ixs acecal ire^":°:. i:.^rre„nY ~~ r:: P:a.e is a pit iB1LC1 ^rl=;`.' EVIB6CYlE GAO R°`::: (i;€FIS R.ftai 4 owners are already familiar with the Secretary of the Interior' Standards for Rehabilitation which must be used by project seeking federal rehabilitatio tax credits. These standards ar often adopted by local histori district commissions. In addi lion, the work of Main Street de sign committees can be helpfu in spelling out the significan features of the historic district Through the preparation of de sign guidelines, the commissio will be able to protect these fea- tures. Many property owners and tenants will follow the commis- sion's guidelines, if they have the information before they make their plans or buy building materials. Timing is extremely important in making a historic district commission work, and having a set of specific design guidelines to give property owners can prevent misunder- standings and costly delays. 1 ! ..:::: a m m .---r'' ~ f?'.!R,.;-^--`a,, renaese~ F--x i ~+•-- • K~ ~~~ _ ~;_ ~_~,~~ When there has been ,;1 ~"=~- adequate discussion `` ' ~ about the proposed his- ' ~-' tonic district commis- g'`~ `,~ lion, the city council will hold a 5 ~ - _ - ,~ public hearing to consider the . e~or muttEr ~o r~ccrs - _ ~rcnawrt~r~r~tmw _ law At the hearing, members of ..-..c°m~b~~~sc -~ the council will generally con- : ~„_ ~~tur~.N~ _ sider three questions: _ _ ^ Is the proposed law fair to _ property owners? cased within the historic dis- s How will the new law affect trio. This principle, established other city departments and pro- mote than 40 years ago in the grams? French Quarter historic district ^ What will a historic district in New Orleans, also applies to commission cost the city? new construction proposed for The answers to these ques- vacant lots within the district. lions can give the council mem- Assupport for this principle, the bets the information they need courts pointed to the communi- to vote for the establishment of a ty's decision to protect the char- historic district commission. acter and value of an entire his- The city attorney can point to tonic district. Inappropriate new provisions of the law calling for construction or poorly designed the commission to work with changes to modern buildings property owners to find an ap- would have an adverse affect on propriate way to meet their cur- such districts. rent needs. The director of plan- In order to reach fair and con- ning can discuss how a historic sistent decisions, a historic dis- district will fit into the city's trio commission needs design comprehensive plan. guidelines. These guidelines To answer the third question, will also be used by building supporters of the district can owners when they prepare their cite experience in other cities. alteration plans. Many property Very little municipal money has ;vatiuna! ?aatn ~trrrt ~.ear,•r Iv„not,..! 1}tat for Htstnnc I're~c«•at:ce been appropriated for the admin- s istration of historic district pro- , grams in small cities. In both s large and small communities, n unpaid commission members e have donated a great deal of valu- e able time to the program. More- - over, to keep the cost down, a - present city employee can be 1 asked to handle the day-to-day t work of the commission. Coon- . dinating the commission with - the Main Street program will n also make it easier and less ex- -- pensive to administer the dis- trict. The public hearing will proba- blyelicit strong comments, both pro and con. In the final analysis, the city council will pass the law if the hearing demonstrates sub- stantial support for a historic district commission. Such sup- port can be based on several principles: ^ There is a better way to make changes in older buildings, and it can be discovered by develop- ing the facts about an owner's plans and needs. ^ Until a few years ago, people did not look closely at older buildings and their potential. ffj The same energy and imagina- tion that goes into the develop- ment ofnew projects can now be used to save and rehabilitate old buildings. ^ When the choices are devel- oped properly, historic district commissions will reach respon- sible decisions that will be fair to property owners and their tenants. .ys a nev. Hart o; its pro~ra~=: the National ,'gain street Cent:•- ncew otters ad;-isorv servic . ~• site uraitin~~ of histi~ric titsti rardinances or the revte: ;.. uenain+~ nistnrie district a.~. uance nreoared n•,' a cit.. rrr :ormatic,r., cotnmurit~es ~a;:~,•- conta~t ~ rar_i: Gil~e_i. 1trt; _ i field i:enresentstir::. a: trc .. - ic'. 12r2i G73-~2'9. ?r, *iu.: 1::- tnree vear5, ite itas .et7-::~.i ;t ;: morC th:.'tl ,~iU Cltlet: li: ! O ~LSt:' tin local nresen'ation ia;.:; :... c:n the imnrovement or muni~ - nai *trescrvatinn proerar:: . Cities and loco[ or<.~ani_.atut::-. contracted ;•/ith tine itiatiota. Trust for these 8GV150i; .~.~ vtce5. ~~~--~.~ ~:, ~. ~>~¢¢ ~~ '~. .i ~=, :; S^r ~--. ~~. -- ~~~ t..~.- ~: -. ~'` _ -- ~~, ~_."'`., c~ ~-~ ~~: __- :.::~ r~`~-~ w ~~ ~` . ly::._ ~`---' .. .,,.. :~ ate. ~ss~~ ~ ~~ to (note-First in a three-part se- ries covering exterior painting of wood, masonry and metal) Paint is used to give surfaces decoration and color. More im- portantly, painting protects sur- faces from deterioration by forming a skin that seals out moisture and pollutants. Paint is composed of three agents: (1) a carrier, ('L) a binder and (3) pigments. The carrier is a volatile compound or solvent, such as mineral spirits, which serves to facilitate the applica- tion of paint. Because it evapo- rates rapidly, the carrier also helps paint dry quickly. The binder is a nonvolatile compound which binds the pig- ment particles together and forms the surface filrr- when the paint is dry. The paint's durabil- ity and its adhesion to a surface is largely a function of the bind- er. Typical binders include lin- seed and tong oils; alkyd and phenolic resins; and acrylic and vinyl resin emulsions (latex). Pigments give paint its color. They can be made from natural or synthetic materials, from organic or inorganic com- pounds. The stability of the pig- ment is related to the rate at which the paint fades or changes color, particularly when exposed to direct sunlight. Fo;r example, most blue and green pigments will fade rapidly, while white pigments, such as titanium di- oxide, won't. Paints also include clear coat- ings such as varnish, lacquer and shellac. Varnish is a. homoge- neous solution of resin, drying oil and solvent. Lacquer is an organic coating, made from such substances as acetate:;, alcohols or ketones. Shellac is a refined solution of lac resin in de- natured alcohol. Shellac comes in various "cuts," meaning the amount of lac resin added to one gallon of denatured alcohol. ~v~uu8ie ~ ~~~; e ~a@se:.~c:s~;b~ioz Paint should be regularly examined for failure due to ~. blistering, flakinf; or craz- ing (minute cracks in the paint's surface). Paint failure can result from a number of causes, includ- ing the following: ^ improper surface application ^ improper application of the paint ^ application of the wrong type of paint for the surface material s moisture buildup between the paint and the surface o a high moisture content in the surface material Even with proper surface prep- aration, correct choice of paint and proper application, most paint will begin to deteri to five to seven years. R~ar maintenance will ensure that the paint maintains its integrit}; thus protecting the surface ma- terialfrom deterioration. Failure to maintain paint on a regular basis can result in costly repair and replacement of the underl}~- ing material. Pint Typos fog ~uil~ing Extoriors Exterior Primer Surface Coat Second Coat and Final Coat WOOD Linseed oil Linseed oil Acrylic Acrylic Alkyd Alkyd MASONRY , Brick Polyvinyl acetate Polyvinyl acetate or Styrene-butadiene (latexes) Acrylic Acrylic Styrene-butadiene Styrene-butadiene Concrete Polyvinyl acetate Polyvinyl acetate block and Styrene-butadie~ Concrete Acrylic Acrylic Styrene-butadiene Styrene-butadiene Cement Cement Plaster Polyvinyl acetate Polyvinyl acetate or (stucco) Styrene-butadiene Acrylic Acrylic Styrene-butadiene Styrene-butadiene METAL Aluminum Zinc chromate Linseed oil Galvanized Zinc dust, Zinc Linseed oil or oxide or Zinc Alkyd chromate Vinyl-alkyd wash Vinyl alkyd Cast iron Red lead, Blue Linseed oil and lead or Zinc ~ Steel chromate Neoprene Neoprene Zinc chromate or Vinyl resin Vinyl resin Phenolic resin Phenolic resin Epoxy Epoxy Vinyl alkyd Vinyl-alkyd • Source: National Paint, Vamish and Lacquer Association, Wash- ington, D-C. ~ ;~~ ~:i 1~~: ~'~ ~ •-_ ` Almost all wood s: ~ _ r. --. , ~=_=~ ~ used on the exterior ' of downtown build- ._ ~ __ ings should be painted to protect it from deteri- oration. Paint is also an inexpen- sive way to improve a building's image. Pigmented paints for exterior wood surfaces are generally ready mixed, using linseed oil as the carrier and binder. The pig- ments usually consist of white lead, titanium oxides, zinc ox- ides and the coloring agent. In areas subject to heavy chemical pollution, titanium oxide pig- ments are best. Paint Types for Exterior VYood surfaces Type Characteristics Linseed oil Comes in gloss and semigloss Prevents growth of mildew Good resistance to fading Slow drying Chalk-type titanium pigments have self- cleaning properties and good ability to conceal existing paint Alkyd Excellent ability to conceal existing paint Good durability Good resistance to moisture and washing Acrylic Excellent ability to conceal existing paint, unless using white Excellent resistance to moisture and washing Excellent durability k. ' '~,_ ~ ` The first, and most im- -~ portant step, in painting is proper preparation of ~="` the surface material. This is particularly true for sur- faces that need repainting. Pre- paring the surface properly will ensure that the paint adheres well, thus reducing the prob- lems of blistering, flaking or crazing. Existing paint that is in good condition-i.e., it adheres to the surface with only minor blisters, flakes or cracks-should be washed with a nonalkaline soap or detergent and water, then rinsed thoroughly with clean water. Heavy grime that does not come off after two or three washings can be removed with soda soap. The existing paint should then be rubbed with fine or medium sandpaper, rinsed clean and allowed to dry com- pletely before new paint is ap- plied. If the existing paint has badly deteriorated or if successive lay- ers have become so thick that they obscure details, the paint should be removed completely. Paint can be removed with a metal scraper or wire brush or with chemical removers. It can also be burned off. When using a scraper or wire brush, take care not to damage the wood surface. Many chemical paint re- movers are made specifically for use on wooden surfaces. They have organic solvents as a base. For areas with fine details, such as around windows and doors or decorative cornice brackets, paint removers are very useful. The paint remover should be ap- plied in repeated thin coats, and the surface should be thor- oughly rinsed with clean water after the paint has been re- moved. Burning off paint with pro- pane is another effective means of removal. Extreme care must be taken, however, not to scorch surrounding surfaces or ignite the wood. Any paint chips or chemical runoff should be prop- erly disposed of. Care should also be taken to protect sur- rounding surfaces during the paint stripping process. -dv~eidrt:::.. f- After removing the ex- ~. ` fisting paint, examine ~~ ~ the wood surface for de- fi _.__ ... fects such as cracks, loose joints and nail holes. These areas should be filled with a quality exterior grade wood filler, which is then allowed to dry and sanded smooth before painting. Any loose glazing put- ty around windows should also be removed and replaced before attempting to repaint. In most instances, it will be necessary to apply both an undercoat and finish coat of the same type of paint to achieve a quality finish. When painting new wood or a completely stripped surface, a primer coat is also necessary. Paint coverage depends on a number of factors, including type of paint and method of ap- plication-brush, roller or me- chanical sprayer. It also depends on the type of coat-primer, un- dercoat or finish coat. As a rule, a primer coat should cover 450 sq.ft. per gallon; undercoats, 550 sq.ft.; and finish coats, 650 sq.ft. If only two coats are applied, the _ undercoat should cover 450 sq.ft. per gallon and the finish, 550 sq.ft. Too thin a coverage will accelerate deterioration and fading and may not adequately conceal the existing paint color. Too thick an application will lead to crazing or tlaking.- Old House Journal "Avoiding Mistakes in Exterior Painting," Vo1.4, no.6 (June 1976) "Selecting the Best Exterior Paint," Vo1.4, no. 7 (July 1976) "Special Issue: Exterior Painting," Vo1.4, no. 4 (April 1976) U.S. Department of the Interior, National Park Service, Preservation Brief #10: Exterior Paint Problems on Historic Woodwork. Washington, D.C.: Government Printing Office, 1982. i~cJKria~+66s~i_:. National Paint and Coatings As- sociation, Inc., 1500 Rhode Is- land Avenue, NW Washington, D.C. 20005, (202 462-6272. By Richard Wagner, Urban Pro- gram Manager, NMSC. R1r. Wagner is a registered architect. ~: }, b ~ .ice .~ s4, ,~..~,e~ ;,r.--. ~. ,-__ ~t~ 4~iir. x ..:~~,~ --- ~~ :_; >... _ '~~'- <... ~..r, ... r-s , ., ~~ . -. °::~w.. ~.__ ray Fes` ~ ~. .~ ~.,;a..~- `~-:fem.. -~T . Y.'.~x Yee {::r.• ~S_: ; ~:.._ - i«(iY:iCii~a Ciro e "Hey, I've got a great idea for a promotion and fund-raising project. Let's take a community portrait! Ok, ok, I know it's not the most original idea, and I know lots of towns are doing it. But, what if I can get TV cover- age during the picture shoot? Uh-huh, now you're interested aren't you? Well, what if I told you I can get NATIONAL televi- sion coverage? Ahhli, I knew you'd like that!" A similar conversation may have taken place in Fort Madison, Iowa recently when TV-8 ~WQAD) in t:he Quad Cities agreed to film the com- munity portrait event: Eor airing this fall on the ABC-TV show "Good Morning, America." Main Street Fort Madison originally planned the group photo to take place during a Main Street-sponsored down- town cleanup day. :But rainy weather forced the photo ses- sion to be postponed. A week be- fore the newly scheduled date, Sharon Scholl of the iViain Street program contacted the local television stations hoping to get coverage, which would help pro- mote the program. It was then that TV-8 made their offer, but the event had to be moved for- ward aday to accommodate them. The Main Street organization went into action, contacting lo- cal officials, and managed to get the date changed. Tltat Thurs- day evening, about SOIJ local res- idents turned out to senile, wave and shout "Good morning, America!" for the cameras. The still portrait is featured on posters that are selling for $2. The profits will help fund the Main Street program. The video- taped event will air on national television this coming October or November-S.D. izc -s.:.r.r~... A vintage Coca-Cola wall sign was uncovered this summer in Rogers, Ark., while removing layers of old paint and years of grime from the side of a down- town building. The ghost sign, which appeared gradually as paint was chemically removed, spans 800 sq. ft. on a side wall of the 1897 building. The property owners, who were in the process of renovating the structure in conjunction with the Rogers Main Street Pro- gram, wrote to Coca-Cola corpo- rateoffices in Atlanta for help in deciding what to do about the emblem. Coke researched the sign's style in their graphics and advertising archives, determin- ing that the Rogers sign was painted between 1908 and 1910. The company then offered to as- sist financially in restoring it. The Main Street office helped by going on local television and making a public appeal for funds. A number of citizens and downtown property owners con- tributed money, as did the Main Street project and Coca-Cola. The total amount raised was $1,200. A sign painter was hired and the message was reconstructed. According to Coca-Cola's wish- es, the sign was repaintedi'n the vibrant company colors of a by- gone era: bottle green, black, yellow, red and white. The. sign now shows a lively Coc 'la logo and the restored s an, "Relieves Fatigue, Sold Any- where 5¢." The sign painter offered to redo the sign for only $400 as a public service, but the fund-rais- ers insisted that he accept the total amount collected. "There has been tremendous public interest in the sign prof' ect," said Project Manager Jenny Harmon. "The Main Street pro- gram, the property owners, the community and the Coca-Cola Company are all proud of this ioint collaboration."-S.D. ..__.~~......cn.. -_...._ .......-. ......~1 .,_ni . Lln ..._ .c??Slii.... t_"Uli blIZac:a ~. li:i !1 C. rF>:?C; P.iC L'..ii'. ,_~II', i tC:..tOt.; (ni:)'ilaili;;l .. _ilst _ ?"Ile ivatiunai "i;usi is rile cln raLlor.; L`n`::aC 1.C7:lbruit n::-. ~(. ~~r.c.~~u<<." n,,..__ -gar;ici~ . ii(~il ill t7'.. i}'>~[;~. .,.Lli'~. O1 --`- Dl1t1Ci1nCS .nl: (ii7'„CL~ SI'_:^,iIiC:i`. .u !I'U., iS r)r;7ci~i: it h!' iil~P.li Snlp i1llC~. ,'llilll:'.°ill.;lt ilal•.i C4I'iLrli7Ul;,..la ..il~.i 1Il;iiCili. tel., ii.... ,.., iv ii., 11C: ,aI'i. ~~ 1 :C. lilliiCr i7i0\'ISi~ili (.I till; , .. tior.at :?~niric i'.~:aer\":a'~' vt ? ;%i-.(,. 1 ile uninums exr.Tts: . in tnis nuhilcanrnl cic~ not ne:_~: s:u;l': rcn~Ct tt~e ~"le\'ra llr ?~~~: cics c:i tit. interior ? ~eoartnlei~.. .' ~'~'" - -.; • ~~ . _`' ... - - - ~- ~. ~?~--• :_. ~~~~ . ~:. - '` ~~ ._`. .aa "~_~ ,~.-~=i F~-vjRrnw - • ~~~4~ ~i~~i~'r~~i~ t~l ~BiE~s€> From January 13-15, 1988, the NMSC will sponsor Bringing Back Urban Vitality, a confer- ence highlighting the Main Street approach to revitalizing and managing central business districts in midsize cities and neighborhood commercial dis- tricts in maior urban areas. The conference will present proven revitalization techniques and methods in a series of lectures and related discussion groups. Bringing Back Urban Vitality is being held in conjunction with Art Deco Weekend, an an- nualcelebration of the Art Deco architecture in Miami Beach. As a special feature of the confer- ence, registrants will be able to attend the Moon Over Miami Ball, Thursday evening, January 14, beginning at 8:00 p.m. Held at Miami's Ocean Front Audito- rium, the ball will feature a buf- fetdinner and dancing to the big band sound and the voice of Sil- via Bennett. Also offered during the confer- ence will be tours of the city's unique Art Deco district, con- sisting of rehabilitated hotels and apartments, and the Lincoln Road Mall, one of the earliest pedestrianized shopping streets in the country These two busi- nessareas represent two distinct approaches to revitalization. The three-day conference is intended for community devel- opment officials, planners, National Main Street Center National Trust for Historic Preservation 1785 Massachusetts Avenue, N.W. Washington, D.C.20036 StiK ~ T ~, •-r _, - l. U"'. i l ~ J 1 U 13777 ~ul;~q`_ ~V ~ AnH!'~.:vF. chamber of commerce execu- tives, business district leaders and others involved in structur- ingprograms to invigorate older urban downtown and neighbor- hood business districts. Bring- ing Back Urban Vitality is de- signed to benefit those just be- ginning revitalization programs as well as experienced practi- tioners in the field. The conference is limited to 175 registrants. The registration fee is $155 for Network mem- bers x$225 for nonmembers; $195 early bird registration fee for nonmembers-postmarked before Dec. 21, 19871. Network memhers will receive a confer- ence brochure in November. P-.'~`ii iii ~Ir~'I~ iE'.~_.:;- ~" -~. .: Now available from the Nation- a1,Main Street Center are three new products to help local prac- titioners in their downtown re- vitalization efforts. Public Improvements on Main Street. When developed as an integral part of a comprehen- sive revitalization program, a public improvements plan can make a commercial district a more attractive and inviting place. Properly scaled and appro- priately designed street furnish- ings, landscaping and utilities can all help improve the way the district looks and functions. The 20-minute narrated slide-tape presentation offers usefulinfor- mation on implementing a pub- i\i ll lie improvements plan and se- lecting suitable elements. The accompanying 24-page illus- trated booklet details strategies for developing a public improv~- ments program, methods of funding and criteria for selectin;~ elements. Public Improvement; on Main Street slide show anu booklet-$37.50 for Network members x$50 for nonmembers ~. The booklet, Public Improl~e- ments on Main Street: CGuide- lines can be purchased sepa- rately for $7.50, Network mem- bers; $10.00, nonmembers; or II] bulk orders of 25 or more for $5.00 each. Signs for Main Street: Guide- lines. This heavily illustrated 28-page companion piece to the Signs for Main Street slide show provides additional information on the role of signs in the re- vitalized commercial district. Useful charts outline solutions to common maintenance proh- lems and the pros and cons of various materials used in sign construction. This booklet is available as part of the Signs for Main Street slide show-537.50 for Network members ($50 for nonmembers. It can also he pur- chased separately for 57.,50. member price; $10.00, non- members; or in bulk ordersof 2i or more, for $5.00 each. To obtain a brochure descrih- ingthese and other NMSC prod- ucts, write the National Main Street Center, National Trust for Historic Preservation, 1785 Massachusetts Avenue, N.VV., Washington, D.C. CITY OF SRRRTOGR HERITRGE PRESERURTION COMMISSION RGENDR DRTE: Wednesday, October 21 , 1987 - 3:00 p.rti. PLRGE: Saratoga Cor~nunity Library Meeting Room 13560 Saratoga Rvenue, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGRNIZRTION R. Roll Call B. Approval of Minutes of 9!16!87 8k 10!7!87 C. Posting of Agenda D. Oral and Written Coronunications II. DLD BUSINESS R. Heritage Resource Plaques - Status report • B. Heritage Resource Inventory III. ITEMS INITIRTED BY THE COMMISSION IU. ADJOURNMENT ~uu-~C ' C6~~r-~ t dQr~.2~P~ ~98g • ~~~1~9~CC~~ r CITY OF SRRAT06R HERITHGE PPESERURTION COMMISSION MINUTES ORTE: Wednesday, September 16, 1987 3:00 p.m. PLRCE: Saratoga Community Library, 13560 Saratoga flvenue, Saratoga TYPE= Regular Meeting I. ROi1TiNE ORGRN R. Roll Call Present: Rbsent: Staff: I2RTION Commissioners Heid, Cameron, Koepernik, Tyrrell, Landsness, Rnsnes C3:3O) Uoester <excused} Uaierie Young $. flpproval of Minutes of 9-2-87 . M!S TyrreiilGameron to approve minutes as submitted_ Passed 9-0-1 CLandsness abstaining}. C. Posting of Rgenda Staff noted the agenda was posted at City Haii on Friday, September 11 , 1987. 0. Oral and Written Communications Chairman Heid distributed an article from the Saratoga News regarding the U.S. Constitution celebration activities. He noted that he had arranged a bell- ringing event to be held on Thursday, September 17 at 1:00 p.m. at the Volunteer Firebell location. He invited all Commissioners to attend. Uaierie Young stated she had received a phone call from Keith Robinson, landscape architect at Caltrans, request input on the landscape plan for the Warner Hutton house. Rfter reviewing the proposed plan, the Commission suggested reduced paving around the house and moving the pathway from the City Hall area close to Fruitvale Rvenue so it didn't cnnfiict with the driveway. 1 Heritage Preservation Minutes, 9f1bt87 Page 2 II. OLD $USINESS R. Farts structure at 21130 Wardell Road. ChairMan Heid reported that the Saratoga Historical Foundation did not have use for the structure at the historical park. CoMMissioner Koepernik will draft a response to Mr. Guichard, thanking hits for his offer. B. Heritage Resource Plaques - Status report. ChairMan Heid noted that he had Missed the last Mvntaivo Board Meeting, but would 6e presenting the plaque at an executive coMMittee Meeting instead. There was discussion on whether or not to present the plaque for the firebell at the constitution celebration event toMOrrow; it was decided not to Mix the two events. CoMMissioner Tyrrell expressed concern about pu61i- cizing the plaque events. ChairMan Heid stated he would arrange the presentation for the City owned- properties. C. Heritage Resource Inventory . The CoMMlssion continued working on the inventory, coMpleting the preliMinary review of forMS #53-Sb. III. ITEMS INITIflTED BY THE COMMISSION None. IU. RDJOURNMENT The Meeting was adjourned at S:OO p.M. The next Meeting will be held on Wednesday October ~, 198? at 3:00 p.M. Respectfully subMitted, Valerie Young Secretary to CoMMlsslon • 2 u CITY OF SRRRTOGR HERITR6E PRESERVATION COMMISSION MINUTES QATE: Wednesday, October ?, 1987 3:00 p.m. PLRCE: Saratoga Community Library, 13560 Saratoga R~enue, Saratoga TYPE: Regular Meeting Commissioners present were Uice-Chair Ansnes, Landsness and Koepernik. Commissioners Heid, Tyrrell, Cameron, and Uoester all were excused absences. Staff U. Young was present; she noted the _ agenda was properly posted at City Hall on Friday, October 2, 1 987. There being no quorum, no action was taken on the minutes of 8!19!87. Hawe~er, the Commissioners present decided to proceed with reviewing the heritage inventory forms, completing the preliminary review of forms #t57-69; Most of these forms were those prepared by Commissioner Rnsnes. The meeting ended at 5:00 p.m. The next meeting will be held on Wednesday, October 21, 1987 at 3:00 p.m. Respectfully submitted, Valerie Young Secretary to GoMm7.5slOn C~ 1 Heritage Preservation Committee City of Saratoga 13777 Fruitvale Ave. Saratoga, CA 95070 September 30, 1987 To whom it may concern: QCT ~ ~~~~~.:;. 3.5 ~uf~ ~4~~s.~.! ~f,°.1.„,.~i~~ Re: La Paloma St. & Ave. Saratoga, CA This is to inform you of what has tragically occurred on our beautiful and quaint street of older homes and mature liquid ambar trees that have been here for 40-50 years. In brief, the city authorized replacement of sidewalks a.nd curbs on our street. In the process of doing the work, started primarily on one side of the street, the treet roots were severely cut. Mr. Barry Coats was sent to give his opinion of_ the situation. Mr. Coats indicates that due to the unprofessional way in which the roots were cut most if not all of the trees cut will die. I, a.s do many of the neighbors, feel the life and character of our neighborhood has been greatly affected, The bird and squirrel life will be threatened; the tranquil scenery that took so many years for nature to~create is ruined. At this point the city has not done anything to try to save the dying trees. Hopefully this sad experience will not be repeated when they work on the opposite side of the street. Beyond this, however, to keep the aesthetic look, it is hoped the dead trees will be replaced with mature liquid ambars. I am respectfully asking for your assistance, feed back and support to urge the city council to preserve the character and charm on one of the oldest streets in Saratoga. Your efforts ar.e greatly appreciated. Please do not hesitate to contact me if I can answer any questions. Very truly yours, Nancy r' . Kirk 20270 La Paloma Saratoga, CA 95070 (408) 867-7744, message phone • ~ `f ~ CALIFORNIA ZOO COUNCIL GOV. GEORGE DEUIGMEJIM Honorary Chairman • BU27. ALDRIN Astronaut Prof. William B. Allen Gene Autry Donald P. Baker Dr. Edward Bazkrr Robert F. Beaver Joseph L Bentley M1f rs. Henry Braun Mrs. Stargaze[ Martin Brock Edmund G. (Pat) Brown Hon. Willie Brown John G. Carlson Robert T. Campion Jim Channon Senator Alan Cranston Hon. Stike Curb Hon. Julian C. Dixon Hon. Don Eda~azds Duane Elgin Harold Ezell Hon. Robert H. Finch Hon. Robert M. Garrick Dr. Armand Hammer Dr. Harry Handler Bruce Hrrschensohn Charlton Heston Hon. James B. Hodgson Henry Y. Hwang C}rilJohnson Carl N. Karcher Prtrr D. Kelty Dr. Claudia AL Keenan Hon. Tom [an«>s Russell F. Lasser Hon. Edwin Meese I[7 Lt. Gen. James E. Moore, Jr. Hon. Cazlos J. Moorhead Robert W. Naylor Hon. Richazd M. Nixon Robert T. Pazry Jerrold Perenchio Dr. Charles N. Quigley Neal Rogin Dr. Jonas Salk Henry Salvatore Barry A. Sanders Jeffrey Scott Mrs. Frank Roger Seaver Hon. ~ti'm. French Smith Holmes P. Tuule Prtrr V. Urbrrnxh Hon. Diane E. W'atscro George M. Williams Senator Petr Wilson Dasid L. W'olprr Julia SY'u Hon. Zev Yaroslavsky Hon. lam 2azian Paul Ziffren 'Peter F. Paul FxecutiUe Secretary BOARD OF T~tUSTEES Ross M. Blakrty Bonita Granville Weather CoChairs James M. Cirona Jane Crosby Coannr Cubete Raymond D. Edwards Marguerite P. Justice Grotgc F. Moody Fred W. O'Green Jackie Ramos Henry Salvatore Gilbert R. Vasquez FOUNDATION STAFF Peter F. Paul Pxecutice Vice President ChlejOperating Ojjrcer Ray Kabaker Vice Resident Communications Lvnn Pentz Vice Resident Rogram b Marketing Louise E. Leigh Director Outreach Prc~gram Verna D. Mattox Treasurer Latham and Watkins ' Genera! Cnunse! W'indes & McClaughry Certified Prditlc Acrountants Scale, McCabe. Slrn~rs/West Adt+er'tising Burson & Marstrller r'uhlic Relations/Rrblic AjJairs ~~Rr11A CEEF~ G~ti ~~~~'~'~~ California Bicentennial Foundation ~~ ~ For The U.S. Constitution :- t~ >> ' s~~,>,~~- 1 ~ 700 North Brand, Suite 550, Glendale, California 91203 ,;~"'r`~`"~ ~~ ~~~ off. (818) 500-1787 fis CONSC~~~ September 30, 1987 Mr. Warren Heid Saratoga Heritage Preservation Commission 13777 Fruitvale Ave. Saratoga, CA 95070 Dear Mr. Heid: On behalf of the state Oo~[anission and its Foundation I would like to congratulate you and your committee for all of your efforts in providing an outstanding gyration of the Constitution's 200th birthday in California. We have now officially launched our four year campaign to increase general awareness and appreciation of the Constitution and the American society it engendered. We will be providing you with information regarding projects and programs initiated by the Foundation which will be of interest to your community. Our Sign-fin campaign has been launched by Chief Justice Malcolm Lucas at the replica of Independence Hall in Buena Park and we have already distributed Sign~in Constitutions ana Commemorative Packages to aeconmlodate more than one million signatures. This campaign goes forward through December 1, when all signed Constitutions are remitted to us for carriage on our Rose Parade Float. Enclosed find a prototype of our Sponsor A Rose ticket in which Californians are encouraged to donate $10.00 to sponsor each rose on the float which includes the largest American flags ever made of roses. We hope you will join us in this We The People of California salute to the Constitution as a fundraiser for your committee with $1.00 remitted to you for each rose sponsorship sold. I look forward to working with you aver the next few years in raising awareness and understanding of the Constitution by all Californians. If you have any questions or suggestions, please feel free to call. Advise us of your planned activities and send photos and news clippings from your events to be included in our newsletter. Sincerely, \ r Peter F Paul Chief Executive Officer f California's ~'~ ~ PEOPLE i 1988 Tournament of Roses Float On behalf of the people of California, The California Bicentennial Foundation for the U.S. Constitution, anon-profit organization created by the California Bicentenn_ia1 Camnission, is sponsoring a Tournament of Roses S float saluting the 200th anniversary of the Constitution. The float will depict 200 years of Constitutional society by using the largest American flags ever constructed of roses to link past and present frontiers symbolized by a replica of Independence Hall and Buzz Aldrin astride a Mars landscape. The float will also carry Bicentennial Ben, the Bicentennial mascot, and representative Californians starKlilx~ adjacent to the Independence Hall replica. Sign~n Constitutions signed by over one million residents and scrolls with the names of all rose sponsors will also be . included in the float. Californians will be encouraged to make a $10.00 tax-deductible donation to sponsor each rose and in return: 1. Be identified on a scroll that will be carried on the float; 2. Receive a commemorative lapel pin; 3. Receive a sponsorship certificate; 4. Receive a pocket copy of the Constitution. Zhis will permit the diverse cultural and ethnic populations of California a unique opportunity to join together in one symbolic gesture, in the most widely viewed parade in the world, to salute that unique cornerstone of American society that has created and preserved a nation of nations. • CITY OF SRRRTOGR HERiTRGE PRESERVATION COMMISSION RGENDR GATE= Wednesday, October 7, 1987 - 3nOO p.~. PLRCE= Saratoga CoMMUnity Library Meeting Roots 13560 Saratoga Rvenue, Saratoga TYPE= Regular Meeting ------------------------------------------------- i. ROUTINE ORGRNIZRTION R. Roll Call B. Approval of Minutes of 9!16!87 C. Posting of Agenda D. Oral and Written CoMMUnications II. OLD BUSINESS R. Heritage Resource Plaques - Status report B. Heritage Resource inventory III. ITEMS INITIATED BY THE COMMISSION IV. ADJOURNMENT 1 r: r-~ u • CITY RF SR~RTfl6R IIEPITRGE PPESEPURTIOP~ COMMISSIaH MiHUTES ROTE: Wednesday, SepteMber 7G, 1°S. 3-C0 p.~. °LRCE: Saratoga Co~MUnity Library, 13SG0 Saratoga Rvenue, Saratoga TYPE: Pegular Meeting I. PRJTIHE OPGRMyZRTIRH R. doll Call Present- Co~Missioners Heid, Cameron, Koepernik, Tyrrell, Landsness, Rnsnes C3:~R~ Rbsent: Uoester Cexcused} Staff: Walerie Young R. °pproval of Minutes of 9-~-87 MSS Tyrreli~Ca~eron to approve minutes as subMitted. uassed $-R-~ ~Landsness abstaining. C. °ostin~ ~~' Rgenda Staff noted the agenda was pasted at City Hall on Friday, SepteMber #~, 7SR7. R. Rral and Britten Co~MUnications Chairman Heid distributed an article from the Saratoga Hews regarding the U. S. Constitution celebration activities. He noted that he had arranged a bell- ringing event to be held on Thursday, SepteMber 37 at 3-R0 p.M. at the Rolunteer Firebell location. He invited all Co~~issioners to attend. Ralerie Young stated she had received a phone call front 4eith °obinson, landscape architect at Caltrans, request input on the landscape plan for the. darner Hutton house. Rfter reviewing the proposed plan, the Co~~ission suggested reduced paving around the house ~~nd moving the pathway from the City hall area close to Fruitvaie Rvenue so it didn't conflict with the driveway. • 1 Heritage °reservation Ptinutes, 91161°7 °age 2 lI. 0E0 811SIHESS R. Farm structure at 21130 Wardell load. Chairman '.-~eid reported that the Saratoga Historical Foundation did not have use for the structure at the historical park. Commissioner ~:oepernik will draft a response to sir. 6uicharsi, thanking him far his offer. H. Heritagz k'esource ®laques - Status report. Chairman Heid noted that he had missed the last Ftontalvo °oard meeting, but would be presenting the plaque at an executive committee meeting instead. There was discussion on whether or not to present the plaque far the firebell at the constitution celebration event tomorrow, it was decided not to mix the two events. Commissioner Tyrrell expressed concern about pubii- ci~ing the plaque events. Chairman Heid stated he would arrange the presentation far the City owned- po-operties. C. Heritage E~esource Inventory The Commission continued working on the inventory, completing the preliminary review of forms ##53-56. III. ITEt1S I~JITI4TE0 BY THE C~i;1t~ISSION Ftane. Itl. P0301li:~lMEMT The meeting was adjourned at v:00 p.m. The next meeting will be held on Wednesday October ?, 1'x'0? at 3:00 p.m. respectfully submitted, L-alerie Young Secretary to Commission n LJ 2 ~~B a • e Main Street News .~._ Y . ~ ~ .`~ ~_ _ . : , ~ .., ... ::The e~ene~at~oo ~- -~ - : of ~~ To~~~~ i~ E~hi~~d Gordon Michell (note: Architect Gordon Michell will be a special guest speaker at this year's National Town Meeting. In his illustrated talk, Michell will discuss the challenges to commercial re- vitalization in English cities and towns, several of which are highlighted in this article.) For those working in the field, progress in the conservation and enhancement of the built heri- tage is never adequate or fast enough. Certainly England is no exception, but it is now becom- ing possible to discern a broad- ening of interest and an under- standing of the scale of the problem. Over the years we have crept from the passage of legisla- tion enabling buildings ta- be "listed" for their architectural or historic interest to provision of grants for repairs to the most important of these structures. Later, we began to recognize the group value of older build- ings and the character of their surroundings, so we set about designating conservation areas. Once designated, local au- thorities were supposed to pre- pare enhancement schemes; it was never intended that such dumber 28 September 1887 Spearheaded by the Civic Trust, the PCYltahiatlan of Wirasworth, a town of 6,000 in the hills of Derbyshire won the Europa ~lostra Award for the UK in 19D3. The award cited the „exemplary regeneration" of a small town through a program of selt- help. (`Gordon Fr9ichelq _~, ,,. National Trust for Historic Preservation ~(Il The ~rksworth Civic Society worNetl hard to increase peo le's awareness of the town's special qualities, Among other efforts the group developed twa walking tours of ~rksworth~ descrihetl in this attractive pockei- siletl guide. i. J areas be preserved as museum pieces but that priority should be given to the upkeep of old buildings and the improvement of their setting, all of which help form the character of the area. In 1972, grants were made avail- able for the most important of these areas. Ten years later, with 3,500 areas designated, grants were made available to worth- whileprojects inall areas. There was never, nor is there now, enough money, but at least over the last 20 years a significant change in the attitudes of the government and the public to- ward the importance of our ar- chitectural heritage and the built environment has taken place. :~; he deed for °- Regeneration In 1978, the Monument h Trust, set up by the Sainsbury family, sug- gested to the Civic Trust that the problem of conservation was often concerned with much wider issues than groups of buildings. They asked the Civic Trust to enquire into the prob- lem, assess its scale and propose places that might benefit from a three-year regeneration project supported with charitable trust funds. We were able to report that small towns, with populations ranging from 4,000 to 15,000, did indeed face problems not only with their architectural heritage but also with declini public services, declining tra declining public transport, dining environmental care a most importantly, declini confidence amongst townsp ple that those in authority ca enough to get something do This can be directly attribu to the reorganization of to government in 1974. Until th many small towns had been t center of their own urban d trict or borough councils. W the reorganization, they saw t seat of power move away larger towns with the formati of greatly enlarged district co ells. It was difficult for th towns to identify the advanta of being big. -- irhsl~orth _ So, at the end ;~ ' - 1978, after mu careful research, t Wirksworth Proj was launched at swell-attend public meeting. Wirksworth h a population of 6,000 and s' 500 feet above sea level in t hills 14 miles north of Der Place your thumb on the mid of any map of England, and y will find Wirksworth and neath. I was appointed proj leader and spelled out the ai of the three-year project, clearly and as often as I could, follows: ^ Everyone to have a sense pride in Wirksworth as well an increased awareness of its tractive qualities ^ More people to live in and to greater care of the older prop ties in the center of town ^ The provision of more job portunities to enable peo both to live and work in t town ^ Greater investment by re dents as well as visitors in t town's shops and businesses ^ Development of the tow tourist potential The key to these aims is t we were there to encourage to people and organizations; on account were we going to i pose our ideas on them. Qu early in the course of the proje I suggested that the town h garden be improved, somethi ng the public considered an "extra- de, vagant luxury"-and a "bad use of de- scarce resources." The result nd, was a fortnight of uproar. It was ng uncomfortable, but it taught me eo- a lesson. red From the start it was obvious ne. that we needed a Civic Trust ted Project Office in the town. After cal nine months we were able to en move into an office converted he from a derelict stable block that is- formed the headquarters of a lo- ith cal architectural practice. At the he same time, I moved into a tiny to 1835 brick terrace house, with on one room up and one room un- downstairs. Both the office and ese the house were necessities and, ges although we did not appreciate it _ at the time, our decision to set up ari office greatly encouraged the townspeople who realized the extent to which both the of Trust and I were identifying ch with their problems. he Progress on all five aims was ect pursued as opportunities arose; ed some aims made progress faster as than others, but, during the tts three-year period, positive prog- he ress was made on all of them. In by. 1983, after the Trust's with- dle drawal from the town, the Eu- ou ropa Nostra Medal for the UK er- was awarded to Wirksworth and ect the Civic Trust for "the exem- ms plary regeneration of a small as country town through a broad as program of self-help and inno- vative features which could be of applied to other towns." In the as space available it is impossible at- to detail the work of the project, a full report of which was pub- ke fished in 1984. Available at Ur- er- ban Center Books, 457 Madison Avenue, New York, New York op- 10022. ~ ple I think perhaps the most nota- he ble achievement of the three- yearproject was the town's reac- si- tion after the Civic Trust's with- he drawal. At a public meeting, the townspeople decided to con- n's tinue the project for another three years. It was during this hat period that the Royal Town Pian- cal ning Institute gave their 1984 no Award for Planning Achieve- m- ment jointly to the Trust and to ite the newly established Wirks- et, worth Project Steering Commit- all tee. Steady progress was made ng during this second period and 2 National ~7ain Stn•et Center, Nanunal Trust fur Historic Preservation ^Wirksworth - -~;, Town frail y~_--_ __--1_- -- --. _- the project is now well into Its third three-year stretch. ~I have found it surprising that project so obviously successful as Wirksworth did not quickly spark a long list of similar oba- ects elsewhere. This was p bly due to lack of promotion ei- ther by the Civic Trust or by the central government. Some new projects were started, however, all of them interesting varia- tions on the original model. _ In January 1983, the Der- ~,-~ byshire County Council, - the local authority re- sponsible for a major con- tribution to the Wirksworth Project, launched a second re- generation effort in Eckington, a small mining town of 12,000. Unlike the first period i Wirksworth, where there was n steering committee, Eckingto has a committee made up of rep resentatives from the local go ernment, town organization and schools. The project's aims are simil to the first two goals of t Wirksworth Project. Unfort nately, the Eckington effort h always been seriously undo plishments could be speeded up, ',owever, if more staff time and unds were allocated to the ;ckington Project. 4. astings A root cave-in in the 1950s desiro>~ed the lower lours of this 11th-century limestone town house, one of YfirNsworth's most important '{ In Hastings, a once pop- t in bulldings.lhe Derbyshire ';~ ular seaside resor n urban ' . HistUPIC BUIlding8 k=- East Sussex, a r Trust and the - ro ect `' ~~ conservation p 1 he county b . 0000t~I COUOCII 10rC8810 y t was established l1oinen and borough councils in August t itself five aims, all I fund the o~hhe n n~tio hu ~d t se 1986. w h i concerned with the conserva- reopened es en, tion of the urban environment. ottlCe Complex in Project Leader Mike Haynes has tggg, (60rden ' h d h sical presence PAiChell establls e a p y for his team in a shop in George Street, the pedestrianisation of which has been one of the proj- ect's first achievements. The Hastings Project is differ- ent from the first two in many ways. First, the city has a popu- lation of 78,000, which puts it beyond what I have so far de- scribed as "small town regenera- tion projects." Secondly, the n tensified; and grants are being o made available to help owners of n important buildings keep them v- deal of tree planting has taken ar main street has been replaced he with paving inlanters for shrubs pr ~ d b a joint lo- IU11LLGU u++~ •^------ a part-time project coordinator c and myself as a very much part- la time adviser. It has also suffered ti through the lack of a core group g of townspeople dedicated to im- p proving the economy and the en- vironment. Thus, I would put c the existence of a good, active group of local residents high on t the list of criteria to be satisfied before a regeneration project is launched. reatest In Eckington the g progress has been made by teaching the project's goals in the schools, resadul g w th a far ation of young greater appreciation of the town than has ever been the case. Ad- vances can be seen on other fronts as well: Pressure to ex- tendthe pedestrianisation ofthe main shopping street is being in- - in a better state of repair. A great s place in the town center, and a worn-out area of grass on the u- well as seats, p as and a tree. Progress is slow but at r- least it is being made; accom~ o~ect Is governe y al authority committee and cks the input of local organiza- ons, individuals and voluntary coups which I consider so im- ortant. Unemployment is a signifi- ant factor in Hastings's econo- my. Although its fishing indus- ry is a major force, unemploy- ment in the town is about 15 percent, higher than elsewhere in southeastern England. Tour- ..,.,,o,,,,~v~r%m1's~' ~. ~" ~.i ~~.-gar s .: ~t- < .. *r'~... _ .... ,~.~ C~ • • 4 These empty shops along Church Street in Caine are now being restored by the ~hshire Historic Building Trust which plans to sell them and use the proceeds to repair other historic huildinAs. (6ordon Michell) Caine YYihshire, launched s regeneration pro ect in June 19i~1i after a major factory complex m the heart of town was demolished. The Yaeant site, Visible in the center of the picture, reYealed breathtaking YIewS QI the church, which had preYiously heen hidden. (Sordon Michell) ism has also declined due to the increase in package tours and the accessibility of Mediterra- nean beaches. The town's heri- tage of good architecture has also suffered through poor main- tenance and inappropriate con- version and usage. These are the problems the Hastings Project plans to tackle during an initial three-year period. Ifraco~nbe _" Hastings is not alone in having fallen on hard times. A large number of En- gland's seaside towns now find themselves in a state of de- cline and in need of external stimulation to revive their for- tunes. Ilfracombe, in north Dev- on, is one such identified by the Civic Trust. In this case, the im- petus for improvements came from merchants, who brought pressure to bear on their local district council. When asked, the Trust put together a package of proposals covering environ- mental improvements, building repairs and measures required to analyze the town's past, present and future potential. Although both Hastings and Ilfracombe claim the Wirks- worth Project as their parent, they differ from it in one impor- tant respect; both projects are managed by the local authorities in which the towns are set. The Wirksworth Project, by con- trast, is now established as a Town Development Trust, has charitable status and is indepen- L~~'~-` '~'~ those in Wirksworth. They in- ~ :, ~ ..;,5,,-:.~rr~~.. - ..... elude: dent of the local authorities, all of which are represented on its governing committee. It shares this distinction with Caine, Wiltshire, a town of 12,000. r. - alne ~,. Calne's heart, as well as its economic base, un- s. derwent a drastic - change when the com- plex of sausage and bacon facto- ries in the town center was de- molished in 1985. At a well- attended public meeting in Oc- tober of that year, the townspeo- ple demanded a regeneration project, which was finally launched in June 1986. I was ap- pointed director and undertook to employ afull-time project of- ficer who would both live and work in the town. The Caine Project's goals are similar to ,, reat;<ng a higher level of awareness of the town's special qualities among people of all ages ^ Finding profitable uses for old buildings so that they will be ~ better maintained I ^ Creating more job opportuni- 1 ties ' ^ Establishing a town forum for the exchange of ideas and opin- ions between townspeople and their elected representatives The project has been able to convince the local authorities to extend and unify the town's two conservation areas and then to provide grants to help owners in those areas repair their build- ings. The project has also per- suaded the county-based Wilt- shire Historic Buildings Trust to acquire a group of run-down shops with vacant space above. The Wiltshire Trust plans to re- store the shops and sell them again through the use of a re- volving fund. Money from the fund will be constantly reused to repair worthwhile buildings that the private sector considers uneconomic. Finally, promotion of the proj- ectand of the town as a potential base for visitors to the county, which has more than its due share of historic buildings and interesting landscapes, is at- tracting new businesses to Cai- ne. This, more than anything else, holds out a ray of hope for the future. We believe that the Caine project will become the pattern on which more regenera- tion projects for towns of up to 15,000 will be based. Gordon Michell, an architect and environmental consultant, has spent more than 20 years working on the conservation of buildings and the enhancement of urban areas in England. As consultant to the Civic Trust from 1972-82, Michell focused on the design and economic de- velopment needs of small towns. In 1986, he was commis- sioned by the Royal Fine Arts Commission to write Design in the High Street, a study of de- sign standards for commercial districts. National hlam Strcct Center, National Trust for Historic Preservation .~. ...._ Decldin the Fate ~ of a His~oric T6~ater The HamricN Theatre showed first run mmies in 1931. Lise Ritsch I stood in anticipation outside the boarded up foyer of the Hamrick Theatre, thrilled at the thought of witnessing a part of Gaffney's past. Lyman Ham- rick-grandson of the builder, Lyman Hamrick, and son of the present owner, Wiley Ham- rick-had phoned me earlier in the week about the structure. Gaffney's Main Street program had been in existence for almost a year, and Lyman was hoping that I could find information about other theaters in the area that had undergone successful renovations. But, first, I was going to see this one. As the boards were pulled aside, I immediately withdrew The musty odor of two decades of neglect was apparent, yet sur- prisingly, the old ticket kiosk ap- peared untouched by time. We picked our way through the de- bris to the concession stand, where much of the ceiling had fallen in. The concession area was flanked by doors leading into the auditorium. On either side of the doors were matched ~ ~`{~ . .---r .. ~ - ~, r r-~_; -'`~ '"CuR~aNILI~NO' di~~ Spy. r~ ~. wrought-iron staircases leadim. to the mezzanine. Remnants o the once lush carpeting lad damp and deteriorated. I peekec up a stairwell and noticed a shaf of light focusing on a grove o mushrooms in the balcony. I hurried on to view the audi toriitm. Nothing could have pre pared me for the sight I beheld The building had been vacant since 1968, and now large por tions of the 30-foot ceiling lay scattered on the rusted seats. A I tried to see through the dim ness, sunlight caught a hint o gold to my right. Amazingly, th gilded plaster of the prosceni um's entablature and cornice were completely intact. It was elaboratly designed with egg and dart molding, scrollwork and carved medallions of classical images. The exit to the right of the pro- scenium was marked with a gilded shell motif, also un- damaged. Wooden wainscoting, painted to resemble marble, had been literally drenched by 20 years of rain and snow As I turned, I saw the balcony. An addition to it in the 1930s had cantilevered a portion out over three rows of seats. Sup- ported by only one large, rotten wooden beam, the balcony was hanging dangerously low over the seating below =:._ _ ~:y. . The good news was that the facade and mezzanine area were relatively undamaged by the ele- ments. The marquee, however, was long gone, and the big silver screen had been vandalized over the years, only adding to the sense of desolation. As I left the building, I felt as if I had just stepped out of the past and I wel- comed the daylight of the pres- ent. s b- - lory Days The first step, it seemed, f was to find out about e - theater architecture in general and about the Hamrick Theatre in particular. The research began with long hours in the local library reading microfilm about Lyman Ham- rick, the original owner and builder, and the history of his family. The Hamrick Theatre was the culmination of one man's dream. Lyman Hamrick, super- intendant of the Hamrick and Musgrove Mills, was aprosper- ousyoung businessman in 1929. He had a strong sense of commu- nitypride and a shrewd business sense; and he realized that Gaffney's central location be- tween Charlotte and Greenville was the ideal spot for a profitable movie theater. Hamrick com- mitted himself to making this theater as up-to-date as possible. He contracted C.C. Benton, a theater architect from Wilson, N.C., to draw the plans for what became one of the very first the- aters built with sound in the South. i. The first public showing of sound pictures had been in the summer of 1926 before a skep- tical audience in New York. By the end of 1928 only 1,000 the- aters had been equipped for sound. But, by the start of 1930, audio installations were being made at the rate of 250 per month. ~ Ope:~ing night, April 14, 1930, was a smash with a showing of the Jackie Oakie comedy, Fast Company. Gaffney's citizens turned out in their finery to en- joy the show and compliment the achievements of Lyman Hamrick. Every consideration . ~, ,. ~ i ~~' F f" ~' ,.. r---~ ~'.. -~~~- ~~ ~ ~~ ~ .. Y ~ ~~ r, ' ~~~ ~, ~ • Today, the theater's appearacce crly hints at its Fast glory. had been made to offer the best in entertainment and comfort. The theater was complete with a ladies maid, luxurious furnish- ings, an orchestra pit and live vaudeville acts. The Hamrick Theatre became known through- out the county not only for en- tertainment, but also for the building's Art Deco/Spanish colonial revival facade. Hamrick's movie palace con- tinued to offer entertainment through the 1960s, although at- tendancehad begun to sag in the 1950s as the television craze took hold of America. Attempts were made to boost attendance through improvements: new, staggered seating; athree-di- mensional screen; and acous- tical paneling. But the attempts were unsuccessful against the rising popularity of television. The doors closed on the Ham- rick Theatre in 1968. Since that time the building has remained vacant and stands today empty and deteriorated. 0 ~ehah d3° P~Ot ;«~ Y~~ After researching the ~•`-`• history of the theater, my _`~ next step was to deter- "=~'' mine its condition. I knew that David Schneider, with Preservation Consultants of Charleston, S.C., had at- tended Middle Tennessee State University's preservation pro- gramand had completed a thesis on theater preservation. Filled with hope I called David in Charleston. He was immediate- ly intrigued and offered to come and take a look at the theater. David was quite impressed with the building's uniqueness and its virtually unaltered state. So much so that, within a month, a proposal arrived from Preservation Consultants offer- ing to conduct a historic struc- tures report HSR) on the theater for the cost of travel, lodging and supplies. The report would in- clude astructural analysis and suggestions for rehabilitation. We also made several calls about the theater to Charles Cosler and Associates, Theater Consultation and Stage Design. They submitted a proposal with prices ranging from $15,000 for limited services to $100,000 for a complete feasibility study. Be- cause of restricted funds we chose to go with David's pro- posal. With proposal in hand, I ap- proached the South Carolina Peach Festival Association for endorsement of the project. The Peach Festival Association, a nonprofit organization, is housed locally within the Gaffney Chamber of Com- merce. For years the Peach Fes- tival had been developing plans to build a civic center for the community. I suggested that, in- stead of constructing a new building, they could give more to the community through re- vitalization of an architectural landmark located directly in the heart of the uptown area. They could offer the use of the reno- vated theater to local theater groups and area high schools. The Peach Festival immediately endorsed the HSR and made their interest public. ~~ ailing money e~: ~; ~- ~{ Our next goal was to ,, . raise funds for the proj- act. After a few calls to the state historic preser- vation office, I realized we would be able to just make the June deadline to apply for a matching grant from the Preser- vation Services Grant Fund of the National Trust for Historic Preservation. Within a month we were in- formed that a matching grant of $1,000 had been approved. With their endorsement, the Peach Festival had already made a con- tribution toward matching the grant. We still needed $800. Now that the grant had been ap- proved, I felt confident ap- proaching theater owner, Wiley National ~Liin Street Center, Nauunal Trust for Historic I'resen~ation Hamrick, for his support. Mr. Hamrick expressed an immedi- ate interest in the project and pledged $500 towards the match. The remainder of the match was pledged by the local merchants association and the Gaffney Main Street program. ~~ ~ ~ en2ratieg enthusiasm ~~ ,_~ ~~_ In the course of three '" u months, contact had been made, consultants found, a grant applied for and re- ceived and preparations for on- site consultation set for July 1986. Local and regional media pro- videdstrong support for the proj- ect through feature articles, news spots, personal interviews and progress reports. The South Carolina Historical Society's magazine, Carologue, published an article on the theater in their September 1986 issue. Asa re- sult of the publicity, calls came in from all directions. Former employees and patrons offered old memories, photos, floor plans and mementos of the the- ater. By the time David arrived in July, interviews had been sched- uled and technical services had been arranged through the fire department, building inspec- tor's office and local photog- raphy studios. It seemed that everyone was interested. r , eaChing Co~cle~ions ~; Weld Engineering of Spartanburg, S.C., con- ;_~-^ „_ ducted the structural analysis of the building. It was their consensus that the building, though heavily deteri- orated due to exposure, was structurally sound. David's HSR gave not only the historical over- view and existing conditions, but also made recommenda- tions for revitalizing the build- ing. It was confirmed that ren- ovation was still possible and worthwhile. Both Weld and David agreed, however, that sta- bilization should take place im- mediately. The next step in our process was to get a detailed cost esti- mate for stabilization, which The fluted pilasters on the front of the building are adorned with stylized capitals. was also conducted by Weld En- gineering. Their study suggested demolishing and replacing only the stage, balcony and roof, the rest of the building being sound. The cost of these repairs would come to $83,300. Since we had received earlier, uninformed es-% timates that were wildly exag- gerated, we were extremely pleased with this more reacha- ble goal. ~F reseeding far t~~ .' ~nture The process has taken a year and five months. We have reached a crit- ical moment: Unless the theater rehabilitation is pursued locally and with force by the Peach Fes- tival or some other nonprofit or- ganization, then all of our efforts will have been in vain. I have no doubt, however, that there is a broad base of support locally. The ci ty council recently passed a resolution to support my ef- forts onbehalf of the theater and to offer any technical assistance possible. The Peach Festival, merchants and community have all expressed their interest. 'Iivo obstacles, however, still remain in our way. Unless we can get enough monetary sup- port locally, the possibilities of obtaining larger corporate fund- ingare almost impossible. And, the final decision about the building's fate rests in the hands ~ Wiley Hamrick, as it did 20 ~ ago when the theater doors - Certainly, the tide has ~gcd since the theater's clos- ing. Gaffney is retaining its buy-i- ness rather than losing it to ad- joining towns. The Main Street program came to Gaffney in 1985. With 18 renovations and a net gain of 22 businesses under our belt, things are looking up for uptown. Wiley Hamrick has agreed to discuss the possibility of donating or selling the theater to the Peach Festival Associa- tion. If the theater could be re- stored, it would undoubtedly stimulate economic revitaliza- tion activity throughout the city. Not only would Gaffney gain a civic center and commu- nity auditorium, but by retain- ing the theater, a part of Gaffney's cultural and architec- tural heritage would remain for generations to enjoy. Lise Ritsch has completed her master's work in history with an emphasis in historic preserva- tion at Middle Tennessee State University.. She has been Alain Street Director in Gaffnev since November 1985. A gilded shelf motif crowning the exit tram the auditorium is miraculously untouched by time and the elements. ~~ ~~~~ Main Street News is published h}~ the National :~~lain Street Net- work, a membership pro~7am of the National 1\~Iain Street Ccntrr, National Trust for Historic I'n~s- ervation, 17SS ~tilassachusctts A~~- enue, N.W, Washington, ll.C. 20036 12021 673-121 N. J. Jackson ~ti'altcr, President. Na- tional Trust for Historic Presrr- vation Sally Oldham, Vice President cif Programs and Services Scott Gerloff, Director, Nation;tl Main Street Center Linda Glisson, Editor Suzanne Dane, Associate Ediun Laurel Radow, Infcnnuttion SE~c- cialist The National Trust „ tits <~r!i.. national, priv;ttc rnrnrn,t!t urg.t~ nization chartered h~ l ~nr~re~ti to encourage puhlt, t~:nu~rn.r- tion in the prescrvannn ~~r ~rtc~. buildin;s and ohrects ,r~n!!r~.r:;t in Americ;tn hrsr~r~: .r n.( culture. Support fcrr the N.ru~~;:- al Trust is provided h~ memh: ! ship dues, endu~cmcnt tun,l~. contributions and matcittn~~ grants from federal a~encir~, in- cluding the U.S. [h•parnncnt ~~~ the Interior, National i :uk ~~ ~~ vice, tinder provisicm~ ut the A.: tional Historic Presrr~atnm :1, t of 1966. The opinions rxrre~~~.,! in this publication dci rn~t ncrr~ sarily reflect the vie~+~ ..r ;•~~~ tics of the ]ntericn~ 1)et~.irurrn•. ~:~.~~~. ~.-: t £.s. tiY.:. Putting Real Estate to Work for Main Street The Main Street Arkansas pro- gram won a major victory re- cently in the battle for funding. The June special session of the Arkansas General Assembly en- acted abill that will provide money for creating and improv- ing parks, nature preserves and recreational facilities through- out the state. Recipients of the money raised will include the state historic preservation office (SHPOj and Main Street Arkan- sas. The legislation will raise money by increasing the little- known real estate transfer tax. Previously, the.tax called for the buyer in a real estate transaction to pay the state $1.10 per thou- sanddollars ofvalue onthe prop- erty. That tax has been doubled to $2.20. The new tax is ex- pected to raise as much as $4 million. The newly created Natural and Cultural Resources Council will determine how the tax money should be spent. Already decided, however, is the 10 per- cent that will go to Main Street Arkansas and the SHPO and an- other 10 percent that will go to city and county recreational pro- grams. The remainder of the money will be granted to the state agencies~;•that can best ar- gue their~geds o the council. he or~~nizat ons that lob- bie ~orb~tl3e`~eg3 lation include ~. National Main Street Center-' ~'"° National Trust for Historic Preservat,~gn 1785 Massachusetts Avenue, N.W. Washington, D.C. 20036. "" a,~a ~o ~~ ~~~ ya ~ ~~ 0 the Arkansas State Parks and Tourism office, the state depart- ment of Arkansas Heritage, the Nature Conservancy and Main Street Arkansas.-S. D. Main Street's Oncommon Places Sixteen places across the coun- try-two of them Main Street communities-have been se- lected to represent "America's Uncommon Places: The Bless- ings of Liberty" in a photo- graphicexhibit that captures the spirit behind 200 years of con- stitutional government. The exhibit, which was devel- oped by the National Trust with generous support from the East- man Kodak Company, will com- prise approximately 60 photo- graphs that illustrate the diver- sity, richness and complexity of America under the Constitu- tion. In suburban Natchez, Miss., the house, Longwood, stands as a symbol of the social disloca- tions that occurred at the out- break of America's most serious Constitutional crisis, the Civil War. The construction of this five-story octagon house was in- terrupted when northern work- men learned of the escalating hostilities. The home was never completed and stands today un- finished, housing only some of the workmen's abandoned tools. The building is currently oper- ated as a museum. The Creek Council House (also known as the Creek Na- tional Capitols in Okmulgee, Okla., is another designated un- common place. The building served as the Creek Nation's capitol from its construction in 1875 until 1907, when Oklaho- mabecame astate. This site was selected because it represents an entire set of important cultural artifacts and traditions. The form of the Council House de- picts amelding of Anglo and In- dian traditions with a bicameral legislature: the House of War- riors and House of Kings. Other of America's Uncom- mon Places include Indepen- dence Hall in Philadelphia; Montpelier, the home of James Madison in Orange, Va.; Bach _ Iron Works in Bath, Maine; w~" Touro Synagogue in Newport, R.I.; Jackson-Ward Historic Dis- trict in Richmond, Va.; the Wheeling Suspension Bridge in Wheeling, W.Va.; Freedom Tow- er in Miami; Embarrass, Minn.; Galena, Ill.; Pine Creek Ranch in Buena Vista, Colo.; Fort Davis, Fort Davis, Tex.; Anton Chico, N.M.; Scotia, Calif.; and the Columbia River Highway and Gorge in Oregon and Wash- ington. The photographic exhibit, which will be accompanied by a 13-minute video presentation, will open in October in Wash- ington, D.C., and will coincide with the 41st National Preserva- tion Conference. After two months, the exhibit will travel to major cities across the coun- try.-S. D. .._,. ; . SARATO;A HERITAGc CQ.~~'IS~luly 13777 FUITVAL= AV CITY Or SARATUCA ~AkATrJui+ 71?53934 5 PRtScR~/ATIO'~d ENUc CA 9507v ii::i:l:::ii,~~f;i::iif::::is:ii 'I.