HomeMy WebLinkAbout02-12-02 packet4
City of Saratoga
HERITAGE PRESERVATION COMMISSION
MINUTES
Date: Tuesday, February 12, 2002 8:30 a.m.
Place: Saratoga Museum, 20450 Saratoga -Los Gatos Road
Type: Tour of Museum at 8:30, Regular Meeting 9:00, to be held at the
museum. Please meet at the museum.
I. Routine Organization
A. Roll Call: PRESENT- Ballingall, Grens, King, Koepernik, Peck, Wyman,
ABSENT- Robert Peepari
GUESTS -April Halberstadt, Don Armstrong, Jill Hunter, Stan Bogosian
B. Approval of minutes from 1/8/02-Approved 6 -0
C. Posting of the Agenda - Pursuant to Government Code Section 54954.2,
the agenda was posted on Thursday February 7, 2002
D. Oral Communications- Presentation by April Halberstadt on the Museum,
staffing for the Museum, and the grant from the County for an addition
and park improvements for the Museum.
Norm Koepernik gave a brief update on the success of the Mustard Walk
and what happened at the joint CCIPC meeting.
E. Written Communications
II. Old Business
A. Design Signage for the Orchard adopt a tree kiosk — Review two options
Coordinate the final design with the Library Development Committee -The item
was discussed along with the "Disk Design" and location of the kiosk. The
adopt a tree program will wait until the library is ready to open.
B. Heritage Tours — Continue discussion
C. Create calendar of old historic photos
D. Austin Way- Heritage Lane designation
III. New Business
A. Collect CLG questionnaires and information on any training that Cormnissioners
have taken.
IV. Items Initiated by the Commission
A. Discuss the 26 -foot height limit for single - family residential structures -The
Commission discussed the various pros and cons of the existing height limit
and will look at it in more detail as part of the Heritage Ordinance update.
V. Items Initiated by the Secretary
6
C]
A. Review Heritage Preservation Ordinance -HPC authority -Staff gave a brief
overview of the existing ordinance and an ordinance from another
community. The item was continued to the next meeting. -
B. Review Mustard Walk - Things that worked well or could be improved
VI. Adjournment
9:00 a.m. Tuesday March 12, 2002 — Warner Hutton House
City of Saratoga
HERITAGE PRESERVATION COMMISSION
AGENDA
Date: Tuesday, February 12, 2002 8:30 a.m.
Place: Saratoga Museum, 20450 Saratoga -Los Gatos Road
Type: Tour of Museum at 8:30, Regular Meeting 9:00, to be held at the
museum. Please meet at the museum.
I. Routine Organization
A. Roll Call
B. Approval of minutes from 1/8/02
C. Posting of the Agenda - Pursuant to Government Code Section 54954.2,
the agenda was posted on Thursday February 7, 2002
D. Oral Communications
E. Written Communications
II. Old Business
A. Design Signage for the Orchard adopt a tree kiosk — Review two options
Coordinate the final design with the Library Development Committee
B. Heritage Tours — Continue discussion
C. Create calendar of old historic photos
D. Austin Way- Heritage Lane designation
III. New Business
A. Collect CLG questionnaires and information on any training that Commissioners
have taken.
IV. Items Initiated by the Commission
A. Discuss the 26 -foot height limit for single - family residential structures
V. Items Initiated by the Secretary
A. Review Heritage Preservation Ordinance -HPC authority
B. Review Mustard Walk - Things that worked well or could be improved
VI. Adjournment
9:00 a.m. Tuesday March 12, 2002 — Warner Hutton House
City of Saratoga
Community Development Department
MEMORANDUM
TO: HERITAGE PRESERVATION COMMISSION
FROM: John F. Livingstone, Associate Planner
DATE: February 12, 2002
RE: Certified Local Government Annual Report
The annual Certified Local Government Report is due in March. I have enclosed a copy of the
report for your review. Please let me know of any training you have taken that I can list on the
report.
Also, please do not forget to bring the completed Professionals Qualifications form that I mailed
out earlier.
Thanks
0
Certified Local Government Program — 2001 Annual Report
(Reporting period is from October 1, 2000 through September 30, 2001)
CITY OF SARATOGA
I Survey Activities
Summary of activities conducted in compliance with the Secretary of the InteriorGs Standards and OHP requirements for surveys. Summary of activities
conducted in compliance with the Secretary of the InteriorGs Standards and OHP requirements for surveys
New Surveys
List the areas surveyed, level (reconnaissance or intensive), acreage, number of properties inventoried on DPR 523 forms, and date(s) submitted to OHP.
Area
Level
Acreage
# of DPR 523 forms
Date
Austin Way -1/2 mile segment of road made of
brick. Reviewed for Heritage Lane designation.
Reconnaissance
2
N/A
11/13/01
Changes to Existing Surveys /Inventories
List corrections to any surveysrnventories that were made or need to be made and reasons why changes are called for (new information, alteration [approved/not
approved], demolition [approved /not approved], etc.).
Property Name /Address
Correction Made/Required
Reason
Date
14625 Fruitvale Avenue
Demolition
Property reviewed by a Historic
Approved for
Architect and found not to be
demolition
eligible for State or Fed
10/9/01
designation.
II Local Landmark Designations
List properties locally designated (or de- designated), date of designation and date recorded by County Recorder.
Property Name /Address
Date Designated
Date Recorded
None
III Local Incentives
List projects that have taken advantage of local incentives for historic preservation, such as loan or grant programs, Mills Act tax reductions, etc. For each
project/property, list name of program, property name (if applicable) and address, and date approved by local government. For properties taking advantage of
Mills Act tax incentives, enclose a copy of contract (if newly entered into during the reporting period for this annual report) for each property.
ob is is
Certified Local Government Program — 2001 Annual Report
(Reporting period is from October 1, 2000 through September 30, 2001)
Type of Incentive Program
Property Name /Address
Date
None
None
Demolish existing buildings on site and review proposed
new development
IV Design Review Responsibilities
List properties and addresses and describe in several sentences the result of each review, which Secretary of the Interior's Standards were used, and the
comment date. [Please list only review of historic and potentially historic properties.] `November meeting canceled
Property Name /Address
Review
Standard
Date
Trafalgar, 14612 Big Basin Way
Demolish existing buildings on site and review proposed
new development
General Review
10/10/00
Schuck Subdivision
Review subdivision and restoration of existing Historical
House designed by Julia Morgan
All
10/10/00
Saratoga Federated Church
Review development and restoration of existing
Historical House designed by Julia Morgan
All
10/10/00
St. John's Episcopal Church,
14700 St. Charles Street
Demo existing church and develop new project
General Review
10/10/00
City of Saratoga Library Expansion
Addition to the library in the Heritage Orchard
N/A
10/10/00
13601 Saratoga Avenue
Fencing on Heritage Lane
N/A
12/12/00
14499 Oak Street
Design Review of new Single Family Home in Historic
area
N/A
01/09/01
18870 Hayfield Ct.
Design review of new home next to Historic home
N/A
05/08/01
14625 Fruitvale Avenue
Review of New House and demolition of old house on
Historic Resource List
All
09/11/01
V Environmental Project Review Responsibilities
List properties and addresses and briefly describe the result of reviews conducted pursuant to the California Environmental Quality Act (CEQA) and Section 106
of the National Historic Preservation Act.
Property Name /Address Review Type of Document Prepared Date
for CEQA
None
Proiects reviewed under Memoranda of Agreement with OHP
Property Name /Address
Review
Date
None
i
go 40
Certified Local Government Program — 2001 Annual Report
(Reporting period is from October 1, 2000 through September 30, 2001)
VI National Register Nominations
List names of National Register individual, multiple property, and district nominations reviewed/commented on by local government, type of nomination, number
of contributing properties (if applicable), and comment date.
Nomination Name Type of Nomination # of Contributors Date
None
VII Historical Contexts
List and describe in several sentences each historic context that has been initiated, researched, and developed; note the status and date submitted to OHP.
Context Name Description Status Date
None
VIII Public Education
List and briefly describe public outreach, training, publications, etc. Please provide two copies of all publications or other products not previously provided to
OHP.
Item or Event
Description
Date
Mustard Walk
Annual event that starts in the City's Historic Warner Hutton House and
02/10/02
provides guided tours through the mustards in the nearby Heritage
Orchard. The event includes art exhibits, historic information, and
products made from mustard.
Newspaper Articles
Commissioner Willys Peck continues to write weekly newspaper articles
Ongoing
for the Saratoga News describing people places and events significant
in Sarato a's History.
IX Commission Composition and Activities
Commission Membership
List current members (and alternates, if applicable), discipline or public member role filled, date of appointment, and date appointment expires. Include resumes
and appropriate Qualifications Review forms for all new members. If your do not have two qualified professionals on your commission, attach a narrative
explaining why professional qualifications are not being met and how professional expertise is provided. If all positions are not currently filled, provide
explanation for why this is so.
go 40
Certified Local Government Program — 2001 Annual Report
(Reporting period is from October 1, 2000 through September 30, 2001)
Name
Discipline
Date Appointed
Date Appt. Expires
Ph lis Ballin all
Educator
09/02
04/04
Dora Grens
Consultant
03/01
04/02
Carolyn King
Retired City Employee
04/96
04/02
Norman Koe ernik
Real Estate Consultant /Builder
06/85
04/04
Wills Peck
Historian /Author
04/89
04/04
Robert Pee ari
Architect
04/91
04/02
Beth Wyman
Historian Instructor
04/95
04/02
Commission Staff
List current commission staff, discipline, and date of appointment/assignment. Include resumes and appropriate Qualifications Review forms for all new staff. If
positions are not currently filled, provide explanation for why this is so.
Name
Discipline
Date Appointed/Assigned
John F. Livingstone
Associate Planner, Masters Degree Urban
Planning
August 2001
Attendance Record
Provide attendance records for regular meetings in chart form for each commission member and staff.
Name
Number of Absences
Ph lis Ballin all
0
Dora Grens
0
Carolyn King
2
Norman Koe ernik
1
Wills Peck
1
Robert Pee ari
4
Beth Wyman
3
a
Training Received
Provide descriptions and dates training for each commission member and staff. (Remember, one of the CLG requirements is that all commissioners and staff
to the commission attend at le t one approved training program per calendar year.)
C ssion /Staff Name Training Name and Description Date
Certified Local Government Program — 2001 Annual Report
(Reporting period is from October 1, 2000 through September 30, 2001)
X Preservation Laws
Provide a narrative summary of any amendments to the certified ordinance. (OHP must have opportunity to review and comment on ordinance changes prior to
adoption. Changes that do not meet the CLG requirements could affect certification status.) Also, describe and attach copies of any changes to overlay zones
andlor other local preservation laws and procedures.
None
XI Preservation Plan
Provide a narrative summary of any updates to historic preservation plan or historic preservation element to your community's general plan.
None
XII Narrative Summary of Local Preservation Program
Include an assessment of the current status of preservation in your community and the most critical preservation planning issues.
Historic preservation is a priority in the community. Saratoga has had a Heritage Preservation Commission (HPC) in place and a
Heritage Preservation Ordinance in effect since 1986. We instituted our Heritage Resources Inventory and Landmarks list in 1988
and have been able to add over 20 properties to it since it was established.
Among the issues of most concern to the HPC and the community is the retention of older homes. Staff is hoping to update the
existing survey and ordinance including the recent CEQA implications.
Please describe the single accomplishment of your local government this year that has done the most to further preservation in your community.
Planning the Mustard Walk. As part of the planning for the Mustard walk a significant amount of advertising has taken place, which
furthers the preservation message in the community.
The Heritage Preservation Commission recently selected the following mission statement:
"The mission of the Heritage Preservation Commission is to provide guidance to the City of Saratoga in order to preserve and
protect the heritage resources of the community."
Please describe how you have or have not met the goals identified in your annual report for last year and identify your local historic preservation goals for 2001-
2002.
Last years goal was a historic calendar. The pictures have now been selected and the calendar will probably be prepared for 2003.
For 2002, the Heritage Preservation Commission is hoping to accomplish the following:
6i
Certified Local Government Program — 2001 Annual Report
(Reporting period is from October 1, 2000 through September 30, 2001)
1. Prepare a Preservation Plan (This would assist with the possibility of receiving grant money to accomplish #2)
2. Update the Inventory and the Ordinance (The existing inventory is not comprehensive and the ordinance needs to be
updated.)
3. Designate Austin Way a Heritage Lane
4. Finish the Historic Calendar
5. Increase Commission training
6. Have a successful turnout for the Mustard Walk
So that we may better serve you in the future, please describe the areas and/or issues with which you could use technical assistance from OHP. In what subject
areas would you like to see training provided by the OHP?
The City of Saratoga will be looking for assistance for the Inventory and Ordinance revisions. The City will also look into preparing a
preservation plan.
Please describe your programs related to providing incentives for historic preservation in your community. What programs are you offering, what is the public
utilizing, how successful are the programs in promoting historic preservation?
The City of Saratoga has no incentive programs. The current program and staff promote historic preservation through advertising,
and working with the public.
XIII Attachments
Resumes and appropriate Qualifications Review Forms for new Commission members /alternates and staff
Official Minutes of all Commission meetings and hearings held October 1, 2000 - September 30, 2001
Mills Act contracts executed October 1, 2000 - September 30, 2001
Other:
M
City of Saratoga
Community Development Department
MEMORANDUM
TO: HERITAGE PRESERVATION COMMISSION `U
FROM: John F. Livingstone, Associate Planner
DATE: February 12, 2002
RE: Ordinance and Survey update
The Heritage Preservation Ordinance and the Heritage Resource Inventory both need to be
updated. I have enclosed a copy of the Ordinance and a copy of one of the original letters sent to
people who listed their properties as a Historic Resource.
Some of the things that have changed since our ordinance was written is the California
Environmental Quality Act (CEQA) requirements concerning historic structures.
I have been advised by the Office of Historic Preservation that as a Certified Local Government
that we could qualify for grant money to hire professional consulting firms to assist with the
survey and ordinance. The catch is that we need to have an approved Heritage Preservation Plan
in place first.
Knowing that all of this will take time, I am only hoping to get some initial direction on the
topic for this meeting.
Thanks
219
Chapter 13
HERITAGE PRESERVATION
Articles:
13 -05
General Provisions
13-10
Heritage Preservation Commission
13 -15
Designation of a Heritage Resource
13-20
Permits
I 25
Miscellaneous Provisions
219
Article 13 -05
GENERAL PROVISIONS
Sections:
13- 05.010 Purpose.
13- 05.020 Definitions.
13- 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 encour-
aging 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 preserva-
tion, 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.
13- 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 modi-
fication 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 modifi-
cations of structure, architectural details or visual charac-
teristics, grading, surface paving, the addition of new
structures, removal or alteration of natural features,
disturbance of archeological sites or areas, and the place-
ment or removal of any exterior objects such as signs,
plaques, light fixtures, walls, fences, steps or gates affect-
ing the exterior visual qualities of the property, but does
221
13 -05.020
net include painting, landscaping and ordinary mainte-
nance.
(b) Designated heritage lane means a street, road,
avenue, boulevard, pathwav or trail designated as a heri-
tage resource pursuant to this Chapter.
(c) Designated historic district means a distinct
section of the City, specifically defined in terms of geo-
graphic 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) Exterior architectural feature means the architec-
tural elements embodying style, design, general arrange-
ment 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 preser-
vation 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 a historic landmark, heritage lane, or historic district,
and those properties listed on the City's Heritage Resource
Inventory.
(i) Heritage Resource Inventory means the City's
official inventory of heritage resources, as adopted and
amended from time to time by resolution of the Heritage
Commission. A property may be listed on the Heritage
Resource Inventory without being designated pursuant
to this Chapter as a historic landmark, heritage lane or
historic district
0) 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
13- 10.010
Article 13.10
HERITAGE PRESERVATION COMMISSION
Sections:
13- 10.010
Creation; qualification and
residency of members. - --
13- 10.020
Term of office.
13- 10.030
Vacancy and removal.
13- 10.040
Organization.
13- 10.050
Powers and duties.
13- 10.010 Creation; qualification and
residency of members.
There is hereby established a Heritage Preservation
Commission consisting of seven unpaid members who
shall be 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) Two members who, by reason of training and
experience, are knowledgeable in the field of construction
and structural rehabilitation, such as a licensed architect,
engineer, contractor or urban planner. Such members must
either reside or have a place of business within the City;
provided, however, with the approval of the City Council,
any such members who do not maintain an office within
the City may reside within the geographic area covered
by the 95070 U.S. Postal Service zip code,
(c) Four members appointed at large having demonstra-
ble interest in preservation of the heritage resources within
the City. Such members must be residents of the City
or, with the approval of the City Council, may reside
within the geographic area covered by the 95070 U.S.
Postal Service zip code.
13- 10.020 Term of office.
A Commissioner shall be appointed for a term of four
years, unless the appointment is to fill a vacancy created
by a Commissioner who has left office prior to the expira-
tion of his tern, in which event, the appointment shall
be for the remaining term of such former Commissioner.
Any reappointment of a Commissioner whose term of
office has expired shall be for a further term of four years.
13- 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 Chair-
man 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.
13. 10.040 - Organization.
(a) - The Commission shall elect armually, 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 a mid -year vacancy in any office occur, the
Commission 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 per-
formed at the request or on behalf of the Heritage Com-
mission.
(c) The Heritage Commission shall meet quarterly,
or more frequently upon call of the Chairman or Commis-
sion staff, as necessary. All meetings shall be open to
the public and a public record shall be kept of all Commis-
sion proceedings and actions. A majority of Commission-
ers 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.
13- 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 the Heritage Resource
Inventory. To qualify for inclusion in the Heritage Re-
source Inventory, a property must satisfy -any one or more
of the criteria listed in Section 13- 15.010 of this Chapter.
The Inventory shall be publicized and periodically updated,
and a copy thereof shall be kept on file in the Planning
Department.
222
(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 recogni-
tion, 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 designat-
ed 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 signifi-
cantly 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 govern-
ments 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 informa-
tion 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.
RN
13- 15.010
Article 13-15
DESIGNATION OF A HERITAGE RESOURCE
Sections:
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- 15.010 Criteria.
The Heritage Commission may recommend to the City
Council designation of a proposal as a historic landmark,
heritage lane or historic district if it satisfies any two or
more of the criteria listed below and also retains a substan-
tial degree of architectural and structural integrity with
respect to the original design, as determined by the Heri-
tage Commission.
(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
(d) It is representative of the notable design or craft
of a builder, designer, or architect; 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 continu-
ity of site, buildings, structures 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 or
district within the City having special character or special
historical, architectural or aesthetic interest or value.
13- 15.020
13- 15.020 Applications.
(a) Applications for designation as a historic landmark,
heritage lane or historic district 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, boule-
vard, 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 recommen-
dation and the Heritage Commission may consider a
proposed designation upon its own initiative.
13- 15.030 Study of proposal.
The Heritage Commission shall conduct a study of
the proposed designation, based upon such information
or documentation as it may require from the applicant,
the Commission staff, or from other available sources.
Public hearings shall not be required, but the Commission
may, in its discretion, receive written or verbal comments
from any persons having an interest in the proposal or
any information relevant thereto.
13- 15.040 Objections to proposals.
(a) In the event designation of a historic landmark,
heritage lane or historic district is proposed by the City
Council or Planning Commission or considered by the
Heritage Commission upon its own initiative, and in the
futber 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, 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 forty-one percent of the frontage
224
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 designation 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 land-
mark withdraw -their objection; or
(2) A sufficient number of owners of recorded tots
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
13- 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 modified 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.
13- 15.060 Historic landmark.
(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) Until final action has been taken by the City
Council on the proposed designation as a historic land-
mark, no building, alteration, grading, demolition or tree
removal permit shall be issued for any work to be per-
i�
formed upon or within the property which is the subject
of the proposed designation, unless approved by the
Heritage Commission or the City Council. This restriction
shall become effective as of the time the application for
designation is filed, or upon the expiration of time for
filing objections in response to the notice given pursuant
to Subsection 13- 15.040(x) of this Article, as the case
may be. -
(c) 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.
(d) 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, 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.
13- 15.070 Heritage lane or historic 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 approyal 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 preserva-
tion thereof.
(d) Transmittal of documents to City Council. The
recommendations of the Planning Commission, together
with the report and recommendations of the Heritage
A
225
13- 15.080
Commission and the information and documentation
pertaining thereto, and the proposed ordinance, if any, —
shall be transmitted to the City Council and 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 designa-
tion proceedings. Such resolution shall schedule a public
bearing 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 resolu-
tion 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 designat-
ing ordinance.
(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 special 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.
13- 15.080 Notice of public bearings. ,
(a) Notice of the time, place and purpose of p9blic
hearings conducted by the City Council and the Planning
Commission pursuant to this Chapter shall be given not
less than ten days nor more than thirty days prior to the
date of the hearing by mailing such notice as 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
13- 15.080
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 appropriate or desirable.
13- 15.090 Notice of designation.
(a) Following adoption by the City Council of an
ordinance designating a historic landmark, heritage lane
or historic district, 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 land-
mark, or the owners 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 Heritage Resource Inventory 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 send notice of the desig-
nation to:
(1) The Heritage Commission;
(2) The Planning Commission;
(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 Com-
mission;
(6) The California State Historic Preservation Officer,
and
(7) The Saratoga News.
(b) Notice of the designation and the complete legal
description of the designated property shall be recorded
in the office of the Recorder for the County.
13- 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
226
of the area of -all recorded lots within a designated historic
district, may apply to the Heritage Commission for termi-
nation of the designation. The application shall contain
a detailed description of all facts and circumstances relied
upon by the applicant as reasons for termination.
(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
fording 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 termina-
tion shall also be recorded in the office of the Recorder
for the County.
Article 13-20
PERMITS
Sections:
13- 20.010
Permit required.
13- 20.020
Applications.
13- 20.030
Supporting data.
13- 20.040
Heritage Commission action.
13- 20.050
Issuance of permit.
13- 20.060
Appeal.
13- 20.070
Criteria.
13- 20.080
Hardship.
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 historic landmark
or to construct, alter, demolish, remove or relocate any
building, improvement or other structure upon any property
located within a designated 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.
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 adminis-
trative cost of handling the permit request.
13- 20.030 Supporting data
The application shall include the following data:
(a) Documentation establishing 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, struc-
tures, trees over twelve inches in diameter, property lines,
easements and the proposed work;
(d) Plans showing the exterior elevation_ s, materials
and grading of the proposed work;
(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.
13- 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.
13- 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.
13- 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
iO
13- 20.080
person to the Planning Commission. The appeal shall be
Liken by filing with the Secretary of the Planning Commis-
sion 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
bearing at the next available regular meeting of the Plan-
ning Commission. The Planning Commission shall conduct
a hearing de novo on the appeal and may adopt, reject
or modify the recommendations of the Heritage Commis-
sion.
(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.
13- 20.070 Criteria.
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 deter-
mined that:
(a) The proposed work is consistent with the purposes
and objectives of this Chapter, or
(b) The proposed work does not adversely affect the
character of the designated historic landmark, heritage
lane or historic district; or
(c) In the case of construction of a new building,
structure or other improvement upon or within a designated
historic landmark, heritage lane or historic district, the
exterior of such improvements will not adversely affect
and will be compatible with the external appearance of
the existing landmark, lane or district.
13- 20.080 Hardship.
Notwithstanding Section 13- 20.070, the Planning
Director, on the recommendation of the Heritage Commis-
sion, 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 histoiic
landmark or property located within a designated heritage
lane or historic district, if the applicant presents clear
and convincing evidence demonstrating that a disapproval
of the application will work immediate and substantial
hardship on the applicant because of conditions peculiar
to the person seeking to carry out the proposed work or
because of conditions peculiar to the particular improve-
ment, building, structure, topography or other feature
13- 20.080
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.
Article 13-25
MISCELLANEOUS PROVISIONS
Sections:
13- 25.010
Fees.
13- 25.020
Ordinary maintenance and
repair.
13- 25.030
Duty to keep in good repair.
13- 25.040
Enforcement.
13- 25.010 Fees.
(a) No fee shall be charged for the filing, processing
or public noticing of any application for designation or
any application for termination of a designation.
(b) The City Council shall by resolution adopt a sched-
ule of fees to be charged for the filing and processing
of 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.
13- 25.020 Ordinary maintenance and repair.
Nothing in this Chapter shall be construed to prevent
the ordinary maintenance, painting, landscaping or repair
of any exterior feature in or upon any designated historic
landmark or property located within a designated heritage
lane or historic district that does not involve a change
in design, material or the external appearance thereof,
nor does this Chapter prevent the construction, reconstruc-
tion, alteration, restoration, demolition or removal of any
designated historic landmark or property located within
a designated heritage lane or historic district 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 State Historic Building Code.
13- 25.030 Duty to keep in good repair.
Tae 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 speed in the designat-
ing ordinance or permit, and all interior portions thereof
228
whose maintenance is necessary to prevent deterioration
and decay of any exterior architectural feature or natural
feature.
13- 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
govern or relate to the issuance of permits for work to
be performed upon or within a designated historic land-
mark or property located within a designated heritage
lane or historic district, by any or all of the following
means:
(1) Serving notice upon the owner or occupant requir-
ing 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 legal 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
Sheriffs Department and the City Community Service
Officers.
f
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July 13, 1988
13777 FRUITVALE AVENUE • SAR.ATO.GA, CALIFORNIA 95070
(408) 867 -3438
Mr. Nedjo Spaich et al
P.O. Box 363
Saratoga, CA 95070
Dear Mr. Spaich:
COUNCIL MEMBERS:
Karen Anderson
Martha Clevenger
Joyce Hlava
David Moyles
Donald Peterson
The Saratoga Heritage Preservation Commission has recently
completed, a comprehensive Inventory of historic resources in our
community. We are pleased to notify you that your residence and
garage buildings at 20235 La Paloma Avenue and 14315 Douglass Lane
meets the criteria for being included on this list.
The purpose of the Heritage Resource Inventory is to establish a
list of documented-historic properties in Saratoga. The Heritage
Preservation Commission was assigned the responsibility for
preparing the Inventory by the City Council in 1982. Each
property on the list has been identified as reflecting and being a
part of the unique history of Saratoga. The Inventory has been
prepared in accordance with guidelines established by the State
Office of Historic Preservation, with data gathered from a
variety of sources, including historic documents and books,
interviews with local citizens, and existing county and state
inventories that contain information on Saratoga properties.
Being listed on the Inventory does not carry any form of special
requirements or restrictiong affecting the use, improvement,
alteration or even the demolition of your property. As an
Inventory property, however, 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.
We have enclosed the entire Inventory list and the individual
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 to the form you wish to include. We also anticipate
that there are additional historic resources in the community that
we may have overlooked or have not fully documented yet; if you
know of any that are not on the list, please let us know.
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.
Sincerely,
Members of the Heritage Preservation Commission
Elizabeth Ansnes r
Roy Cameron
Norm Koepernik
Shan' Landsness
Ba a a Voester
Z-
Wa
rren Heid, Chairman
,
Sourisseau Academy
for State and Local History, San Josh
State University, supports the promotion of local
and regional history through grants, scholarships,
programs, archives, and expertise. The Donald
Anderson Fund supports technical expertise and
growth in historical programs.
Charlene Duval, Executive Secretary
Santa Clara County
Historical Heritage Commission serves to
protect, preserve, and promote the appreciation,
recognition and preservation of historic resources
in the Santa Clara County. Advisory to the Board
,fit
of Supervisors, it is comprised of eleven volunteer
�, °i
members, and is presently chaired by Lorie Garcia
of Santa Clara.
Dana Peak! Historical Heritage Coordinator
4.
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Office of Historic Preservation (OHP) is
oi-
the governmental agency primarily responsible for
the statewide administration of the historic
preservation program in California. The Mission
_
. of the Office of Historic Preservation and the State
Historical Resources Commission, in partnership
=
with the people of California and governmental
=
agencies; is to preserve and enhance California's
irreplaceable historic heritage as a matter of public
interest so that its vital legacy of cultural,
educational, recreational, aesthetic, economic,
social, and environmental benefits will be
_
maintained and enriched for present and future
=
generations.
j For more information regarding this workshop,
--
contact Franklin Maggi, Workshop Coordinator
(408) 297 -2684
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A Donald Anderson Fund Workshop
Savvy about Surveys?
A workshop on
Cultural Resource Surveys
. for
planners, commissioners, consultants
and the public
. Presented by
Jan Wooley, Survey Coordinator
Office of Historic Preservation
Friday, February 22, 2002
9 a.m. To 12 noon
California State Office Building,
Auditorium Conference room
100 Paseo de San Antonio
. San Josh
Sponsored by
The Sourisseau Academy for State & Local History
Santa Gana County Historical Heritage Commission
California State Office'of Historic Preservation
1 r_ he built environment gives character and
identity to a community. The cultural
environment that it represents illustrates the
historical evolution of a region, and signifies the
growth patterns, cultural diversity, customs,
creativity and economic development of the man-
made landscape.
A Cultural Resource Survey serves as the primary
planning tool for the identification, recordation, and
evaluation of historical and archaeological
resources. Since the 1960s, local agencies have
undertaken such surveys, and many are now in
the process of updating and expanding their
historical resource inventories to address the
evolving fabric of our communities, as well as to
conform to new planning responsibilities. The
inventories generated from these survey activities
form an important component in local preservation
programs, and ultimately contribute to our
knowledge of historical resources statewide.
The Office of Historic Preservation (OHP) is the
central state agency responsible for developing
and managing an integrated information system of
California's cultural resources. The OHP
management system includes all types of cultural
resources in California, and they have developed
a uniform inventory form to provide consistency
and standardization of information collection and
recordation. OHP also has established a
statewide information distribution system at eleven
Regional Information Centers.
This workshop will cover the fundamentals of the
survey: essential elements in creating the survey,
technical expertise needed, legal requirements,
and on -going use. With limited budgets and
staffing, the Cultural Resource Survey will
continue to be a major undertaking of local
preservation commissions, but has now become
an essential tool for local planning agencies.
Schedule
Friday, February 22, 2002
8:30 Registration
(coffee /tea and refreshments)
9:00 Welcome and introductions
9:15 Overview of OHP
survey program
Questions for Jan Wooley
10:30 Break
10:45 Roundtable on local
methodologies and issues
11:45 Conclusion and evaluation
12:00 Workshop close
Presenter:
Jan Wooley, Survey Coordinator
Office of Historic Preservation
Local Government and Information
Management Unit
Certified Local Govemment credit is pending
for this workshop. if you wish to be updated
on the status of CLG credit, contact Franklin
Maggi prior to February 22.
Where:
California State Office Building
Auditorium Conference Room
100 Paseo de San Antonio
in Downtown San Jose
Public fee -based parking available between
1'4 and and at San Fernando St., For more
parking options, go to:
http: //www.ci. si.ca.us,
or take the light rail, San Antonio Plaza stop.
For directions the morning of the workshop,
call:
605 -9107
Registration
Name:
Agency:
t Address:
r
Phone:
Email:
There is no charge to attend the workshop.'
Workshop participants must RSVP by
February 20 to confirm their attendance.
Morning refreshments to be provided,
courtesy of the Donald Anderson Fund.
Please advise us of any special needs.
To register, send this form (or copy ) to:
Survey Workshop
C/O HCSCC
PO Box 26767
San Jose CA 95159 -6767
Or fax to: (408) 297 -2684
For further information, contact:
Franklin Maggi (408) 297 -2684
Leslie Masunaga (408) 918 -7822
. •;ley. -!�
4'o -T r'�e
^i
AP P L I C A T I O N
Please provide the following information:
✓ Name, Address, Daytime Phone, and E -mail
Address
✓ Sponsoring Organization /Agency
✓ Are you or your organization a member of
National Trust Forum? If yes, please include
membership number.
✓ if your organization is proposing a second
participant, what is his /her name?
✓ Education (schools attended, major fields of
study, degrees)
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VW
NATIONAL TRUST
J�, HISTORIC PRESERVATION
Preservation Leadership
Training
Marshall, California
June 22 -29, 2002
Co- sponsored by the
California Department of Parks
and Recreation i
Participant Costs
The tuition fee for the program is $400.
Applicants who individually or through their
sponsoring organization are members of National
Trust Forum are eligible for a discounted tuition
fee of $300. An additional meal assessment fee
will be charged for group catering.
is
Participants are responsible for lodging costs,
most meals and transportation to and from the
Marconi Conference Center State Historic Park
in Marshall, Calif.
A limited number of scholarships are available to
ensure the cultural diversity of PLT participants.
See other side for Application Information.
A
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_
Come Walk Through
the- mustard .. .
Sunday, February 10, 2002
Warner Hutton House
11 a.m. 3 p.m.
Enjoy Docent Led Walks Through Saratoga
Historical Orchard
Sample a variety of Mustard From Local
Merchants & Free Refreshments
. View Historical & Contemporary Pictures of the
Orchard & Paintings from Saratoga Community
of Painters-
Kids Can Enjoy Free Donkey Cart Rides
For More Information: 408 -868 -1222 _�4
&�=:
Special Thanks to the Herlt4ge Pneserm9OR
Commission, Saratoga HlstorlcalMuseum,
and the Saratoga Area Senior Coor&gd&
City of Saratoga
Community Development Department
MEMORANDUM
TO: HERITAGE PRESERVATION COMMISSION��
FROM: John F. Livingstone, Associate Planner
DATE: January 17, 2002
RE: Certified Local Government Program request for qualifications
As part of the Certified Local Government Program, I need to submit an annual statement that
includes each member's professional qualifications.
Please fill out the appropriate Professional Qualification Questionnaire and bring it to the next
HPC meeting.
If you have any questions please call me at 408.868.1231.
Thanks
Certified Local Government Professional Qualifications (36 CFR Part 61):
Historic Architecture Professional Qualifications
Local Governme
Name
(Name of Commissioner or Staff)
Date of Appointment:
Commissioner Staff
Date Term Expires:
Certified Local Government procedures require local commissions to meet specific professional requirements. The
commission shall include a minimum membership of five individuals with all members having demonstrated interest,
competence, or knowledge in historic preservation. At least two Commission members are encouraged to be
appointed from among professionals in the disciplines of history, architecture, architectural history, planning, pre-
historic and historic archeology, folklore, cultural anthropology, curation, conservation, and landscape architecture or
related disciplines, such as urban planning, American studies, American civilization, or cultural geography, to the
extent that such professionals are available in the community. Commission membership may also include lay
members who have demonstrated special interests, competence, experience, or knowledge in historic preservation.
In addition to completing the form below for any commission member or staff who meets the requirements
for this profession, please attach a resume for this individual.
Alternative A
Professional degree in Architecture
and
At least one year of graduate study in Architectural
Preservation, American Architectural History,
Preservation Planning, or CRF\
(specify field)
Alternative A2
Professional degree in Architecture
and
At least one year of full -time professional experience
in historic preservation projects, including detailed
investigations of historic structures, preparation of
historic structures research reports, preparation of
plans and specifications for preservation projects
(attach explanation)
Alternative 131
State license to practice architecture
(specify state(s))
and
At least one year of graduate study in Architectural
Preservation, American Architectural History,
Preservation Planning, or CRF
(specify field)
Alternative B2
State license to practice architecture
(specify state(s))
and
At least one year of full -time professional experience in
historic preservation projects, including detailed
investigations of historic structures, preparations of
historic structures research reports, preparation of plans
and specifications for preservation projects (attach
explanation)
To meet the standards in this discipline you must be able to check all the boxes under one of the alternatives. Note that a
professional degree means a five -year or graduate degree. One year = 12 months. Full -time = 35 -40 hours per week. A year
of professional experience need not consist of a continuous year of full -time work, but may be made up of discontinuous
periods of full -time or part-time work adding up to the equivalent period. CRF = Closely Related Field; field closely related to
this or other discipline in historic preservation (Urban or Regional Planning, American Studies, Historic Preservation, Art
History, Architecture, Material Culture, Landscape Architecture, or Folklore). Coursework should be evaluated if discipline
itself is not always or obviously related.
Certified Local Government Professional Qualifications (36 CFR Part 61):
Architecture Professional Qualifications
Local Govern
Name
(Name of Commissioner or Staff)
Date of Appointment:
Commissioner Staff
Date Term Expires:
Certified Local Government procedures require local commissions to meet specific professional requirements. The
commission shall include a minimum membership of five individuals with all members having demonstrated interest,
competence, or knowledge in historic preservation. At least two Commission members are encouraged to be
appointed from among professionals in the disciplines of history, architecture, architectural history, planning, pre-
historic and historic archeology, folklore, cultural anthropology, curation, conservation, and landscape architecture or
related disciplines, such as urban planning, American studies, American civilization, or cultural geography, to the
extent that such professionals are available in the community. Commission membership may also include lay
members who have demonstrated special interests, competence, experience, or knowledge in historic preservation.
In addition to completing the form below for any commission member or staff who meets the requirements
for this profession, please attach a resume for this individual.
Alternative A
Professional degree in Architecture Alternative B
and State license to practice architecture
At least two years full -time professional experience in (specify state(s))
architecture (attach explanation)
To meet the standards in this discipline you must be able to check both boxes under Alternative A or the box under Alternative
B. Note that professional degree means a five -year or graduate degree. One year = 12 months. Full -time = 35 -40 hours per
week. A year of professional experience need not consist of a continuous year of full -time work, but may be made up of
discontinuous periods of full -time or part-time work adding up to the equivalent period.
Certified Local Government Professional Qualifications (36 CFR Part 61):
Architectural History Professional Qualifications
Local Governm
Name
(Name of Commissioner or Staff).
Date of Appointment:
Commissioner Staff
Date Term Expires:
Certified Local Government procedures require local commissions to meet specific professional
requirements. The commission shall include a minimum membership of five individuals with all members
having demonstrated interest, competence, or knowledge in historic preservation. At least two
Commission members are encouraged to be appointed from among professionals in the disciplines of
history, architecture, architectural history, planning, pre- historic and historic archeology, folklore, cultural
anthropology, curation, conservation, and landscape architecture or related disciplines, such as urban
planning, American studies, American civilization, or cultural geography, to the extent that such
professionals are available in the community. Commission membership may also include lay members
who have demonstrated special interests, competence, experience, or knowledge in historic preservation.
In addition to completing the form below for any commission member or staff who meets the
requirements for this profession, please attach a resume for this individual.
Alternative A
MA or PhD in Architectural
History
or
MA /MS or PhD in Art History,
Historic Preservation or CRF
(specify field)
and
Coursework in American
Architectural History (list
courses or attach listing)
Alternative 61
BA in Architectural History
or
BA in Art History, Historic
Preservation or CRF
(specify field)
and
Two years full -time experience in
American architectural history or
restoration (check appropriate
boxes below and attach
explanation and dates)
With a professional institution
(specify institution)
_ academic institution
historical org. /agency
museum
_ other (specify)
Alternative B2
BA in Architectural History
or
BA in Art History, Historic
Preservation or CRF
(specify field)
and
Substantial contribution
through research and
publication to body of
scholarly knowledge in
American architectural history
(attach explanation)
To meet the standards in this discipline you must be able to check either a big box or a big circle, and check all the smaller boxes under
that alternative. One year = 12 months. Full -time = 35 -40 hours per week. A year of professional experience need not consist of a
continuous year of full -time work, but may be made up of discontinuous periods of full -time or part-time work adding up to the
equivalent period. CRF = Closely Related Field; field closely related to this or other discipline in historic preservation (Urban or
Regional Planning, American Studies, Historic Preservation, Art History, Architecture, Material Culture, Landscape Architecture, or
Folklore). Coursework should be evaluated if discipline itself is not always or obviously related. In addition, note that Alternative A
requires the advanced degree in architectural history or a closely related field and coursework in American architectural history.
Alternatives 131 and B2 require the work experience or publications (in lieu of a graduate degree) to be in American architectural history.
Certified Local Government Professional Qualifications (36 CFR Part 61):
History Professional Qualifications
Local Governm
Name
(Name of Commissioner or Staff)
Date of Appointment:
Commissioner Staff
Date Term Expires:
Certified Local Government procedures require local commissions to meet specific professional requirements. The
commission shall include a minimum membership of five individuals with all members having demonstrated interest,
competence, or knowledge in historic preservation. At least two Commission members are encouraged to be
appointed from among professionals in the disciplines of history, architecture, architectural history, planning, pre-
historic and historic archeology, folklore, cultural anthropology, curation, conservation, and landscape architecture or
related disciplines, such as urban planning, American studies, American civilization, or cultural geography, to the
extent that such professionals are available in the community. Commission membership may also include lay
members who have demonstrated special interests, competence, experience, or knowledge in historic preservation.
In addition to completing the form below for any commission member or staff who meets the requirements
for this profession, please attach a resume for this individual.
Alternative A
MA or PhD in History
or
MANS or PhD in CRF
(specify field)
Alternative 131
BA in History
or
BA in CRF
(specify field)
and
Two years full -time experience in
history (check appropriate boxes
below and attach explanation and
dates)
research
_ writing
_ teaching
interpretation
other (specify)
With a professional institution
(specify institution)
_ academic institution
historical org. /agency
museum
other (specify)
Alternative B2
BA in History
or
BA in CRF
(specify field)
and
Substantial contribution
through research and
publication to body of
scholarly knowledge in
history (attach explanation)
To meet the standards in this discipline you must be able to check either a big box or a big circle, and check all the smaller boxes under
that alternative. One year = 12 months. Full -time = 35 -40 hours per week. A year of professional experience need not consist of a
continuous year of full -time work, but may be made up of discontinuous periods of full -time or part-time work adding up to the
equivalent period. CRF = Closely Related Field; field closely related to this or other discipline in historic preservation (Urban or
Regional Planning, American Studies, Historic Preservation, Art History, Architecture, Material Culture, Landscape Architecture, or
Folklore). Coursework should be evaluated if discipline itself is not always or obviously related.
Certified Local Government Professional Qualifications (36 CFR Part 61):
Historic Archeology Qualifications
Local Government
Name
(Name of Commissioner or Staff)
Date of Appointment:
Commissioner Staff
Date Term Expires:
Certified Local Government procedures require local commissions to meet specific professional requirements. The
commission shall include a minimum membership of five individuals with all members having demonstrated interest,
competence, or knowledge in historic preservation. At least two Commission members are encouraged to be
appointed from among professionals in the disciplines of history, architecture, architectural history, planning, pre-
historic and historic archeology, folklore, cultural anthropology, curation, conservation, and landscape architecture or
related disciplines, such as urban planning, American studies, American civilization, or cultural geography, to the
extent that such professionals are available in the community. Commission membership may also include lay
members who have demonstrated special interests, competence, experience, or knowledge in historic preservation.
In addition to completing the form below for any commission member or staff who meets the requirements
for this profession, please attach a resume for this individual.
Alternative A
MA/MS or PhD in Archeology or Anthropology or CRF
(specify field)
and
At least one year full -time professional experience or equivalent specialized training in archeological research,
administration, or management (attach explanation)
and
At least four months of supervised field and analytic experience in general North American archeology (attach
explanation)
and
Demonstrated ability to carry research to completion (attach explanation)
and
At least one year of full -time experience at a supervisory level in the study of archeological resources of the historic
period (attach explanation)
To meet the standards in this discipline you must be able to check all the boxes above. One year = 12 months. Full -
time = 35 -40 hours per week. A year of professional experience need not consist of a continuous year of full -time
work, but may be made up of discontinuous periods of full -time or part-time work adding up to the equivalent period.
CRF = Closely Related Field; field closely related to this or other discipline in historic preservation (Urban or Regional
Planning, American Studies, Historic Preservation, Art History, Architecture, Material Culture, Landscape
Architecture, or Folklore). Coursework should be evaluated if discipline itself is not always or obviously related.
Certified Local Government Professional Qualifications (36 CFR Part 61):
Prehistoric Archeology Qualifications
Local Government
Name
(Name of Commissioner or Staff)
Commissioner Staff
Date of Appointment: Date Term Expires:
Certified Local Government procedures require local commissions to meet specific professional requirements. The
commission shall include a minimum membership of five individuals with all members having demonstrated interest,
competence, or knowledge in historic preservation. At least two Commission members are encouraged to be
appointed from among professionals in the disciplines of history, architecture, architectural history, planning, pre-
historic and historic archeology, folklore, cultural anthropology, curation, conservation, and landscape architecture or
related disciplines, such as urban planning, American studies, American civilization, or cultural geography, to the
extent that such professionals are available in the community. Commission membership may also include lay
members who have demonstrated special interests, competence, experience, or knowledge in historic preservation.
In addition to completing the form below for any commission member or staff who meets the requirements
for this profession, please attach a resume for this individual.
MA /MS or PhD in Archeology or Anthropology or CRF
Alternative A
(specify field)
and
At least one year full -time professional experience or equivalent specialized training in archeological research, administration,
or management (attach explanation)
and
At least four months of supervised field and analytic experience in general North American archeology (attach explanation)
and
Demonstrated ability to carry research to completion (attach explanation)
and
At least one year of full -time experience at a supervisory level in the study of archeological resources of the prehistoric period
(attach explanation)
To meet the standards in this discipline you must be able to check all the boxes above. One year = 12 months. Full -time =
35 -40 hours per week. A year of professional experience need not consist of a continuous year of full -time work, but may be
made up of discontinuous periods of full -time or part-time work adding up to the equivalent period. CRF = Closely Related
Field; field closely related to this or other discipline in historic preservation (Urban or Regional Planning, American Studies,
Historic Preservation, Art History, Architecture, Material Culture, Landscape Architecture, or Folklore). Coursework should be
evaluated if discipline itself is not always or obviously related.
27f12 .tLIZI1 ilQ.l
Gafli' 2 1 a
PRESERVATION
2002CONFERENr,E
Vtn1a ge c�orlo ' Gounf
�
MAY 2ND /- 5T" • SANTA ROSH
�oin fei %ev preseruaL'onr'sls in 6eaulr y an fu fo
excting
conference focusing on current issues llal affecl !fie
preseroalion of CaLArnra's , sloric resources —from maJor
slaleairde issues, !o rssues affecting preserualrbn of smai %r
communilies antlagriculluralandoaer cuilurallano- scapes.
California Preservation Foundation
1611 Telegraph Ave., Suite 820
Oakland, CA 94612
cpf@californiapt-eservatibn.org
12 *4 * * * *** ******* ** *ALL FOR AADC 950
JOHN LIVINGSTONE
CITY OF SARATOGA
13777 FRUTTVALE AVE
SARATOGA CA 95070-5151
1111111 oil IN III LIIIIN III III IN
Non Profit Org.
US Postage
PAID
Berkeley, CA
Permit No. 308
2zl� nnual 1JQ11�0rnIQ JreSerUdflon Can 'ference "Vlnfaye 6onoma Coun�y" J?Cay 2 -S, 2002
& 27th.Annual; Cal forma Preservation Conference will be co- hosted by the
Californid.,P'reservatton Foundation, the City of Santa' -Rosa; and the Sonoma
,'County Landmarks Coirimrssion, plus major support from The Press Democrat.
'and the Cal foinia Qf tce of.HWoric Preservation.
7be Conference will feature four tracks consisting of educational sessions and mobile workshops:
Cullural Landscapes— focuses on how to identify and evaluate cultural landscapes; exploring
agricultural and other rural landscape issues; understanding the interface between cultural landscapes and
natural resources; and exploring how these concepts are applied to heritage areas.
7ecfnoloyy' 7oo1,,6Z— explores diverse technical issues facing both entry-level preservationists and
practicing professionals, from success stories using the California Historic Building Code to retaining historic
fabric. beam the latest about G1S and handling hazardous materials.
.6nyayiny CF'anye. ri�e ` ..1,,pnnen! %rocess for %�eseruahon— unravels a part of
preservation that is often difficult to understand, yet crucial to successful preservation efforts, the development
process. Sessions cover historic designation and its benefits; bringing the players together; understanding the
financial realities and opportunities; and navigating the many steps involved.
CaGforn:a 9ssues- Examine how communities are looking to local entrepreneurs, new technology and
economic diversification to preserve their unique character and quality of life. Explore the many facets
of heritage tourism and learn the latest on mitigating damage to historic resources, from both natural and
man-made disasters.
JICo6.% 7PIor,66ops —Each Track features a half -day mobile workshop with a panel of experts, studying
relevant topics of Jack London State Historic Park, Santa Rosa's Railroad Square Historic District, historic Sonoma
and the California Historical Resources Information System facility at Sonoma State University. Extra fee for each
slorio Landcapes Jreserualion- cSpecial C �of �sFiop -A day long workshop on
historic landscapes preservation will be held on Thursday, May 2, 2002, led by the nationally - renowned expert,
Charles Birnbaum, and others working on preserving historic landscapes. Separate registration fee.
cSociaGziny C ✓YelcuorA,,ny Opporlunilies —Plan to attend the Opening Reception.at the National
Historic Landmark Luther Burbank Home & Gardens, the irreverent "Three- Minute Success Stories" in the
2001 Preservation Design Award - winning "De Turk Round Barn," and the "Black Tie & Blue jeans" gala amidst
the historic vineyards of the Atwood Ranch in Glen Ellen. ,
ZUGo cS1,_ouid `./!lend?— Preservationists, including citizen activists and preservation commissioners,
owners of historic properties, consultants, architects, landscape architects, building professionals, public officials
and planners, lawyers, realtors, and members of local preservation organizations and non - profits are invited to
attend the conference.
`.]ours —will showcase historic wineries; the historic towns of Healdsburg, Sonoma & Petaluma; vintage
gardens and barns; Hollywood film locations and Santa Rosa's charming neighborhoods.
Conference _71eadyuarlers will be at the Flamingo Resort Hotel in Santa Rosa (see reservation
information below). Visit them at wmw.flamingoresort.com
Conferencee9r'slrafion �n�ormalron
Available in February 'CPF members, in good,staridmg will; be sent brochures. To be-added to the Conference:'
' mailinghst coptacf CPF at e¢J @callfornuiprzservahon org or at 510 763 Q972, and give your narrie, a matt
address, "U.S: Mail address and phone number.'.
The brochure will also be posted on CPF's website rvunu californrapreseruatron.org as soon'as it is available.
Con ereRCe �e 1sl�al�onees (f or re islral�or?. eesrecerued6� x:12 -
y _..
$150 for. CPF members; $190 for:Non- Members.tRegis[ration Fee' includes the Plenary and all Conference-,
Educational Sessions: ( Wih' onalfeesfortours; mobileuiorkshopsandspecia levents) gpecialpa'ckag'eoptions:•:
will also be`available
}lamnyo `Resort �lolelin csart /a `Rosa cSpec�alGonfeience male
$109 per night (Single or Double). To receive this, group rate, mention the ' Califomta Preservation Foundation
when booking. Rooms are available at this ratIe -on a htst come fiistmservedbasis; oniy'throtigh Aprii.2; 2002.
For Hotel-Room Reseivations, call 800448- 8300. r:
THE CODE OF THE CITY OF MONTEREY, CALIFORNIA
ARTICLE 15 Historic Properties
Sections:
38-72 Specific Purposes
38-73 Definitions
38 -74a Survey Procedures
38 -74b Land Use Regulations for Properties without Historic Zoning
38 -75 Adoption of H -1 Overlay Zoning
38-76 H -2 City Historic Resource Overlay Zoning
38-77 H -D Historic District Overlay Zoning
38 -72 Speck Purposes
The purpose of historic zoning is to implement the Urban Design Overview, Historic Preservation
Element and Economic Element of the General Plan; to implement historic preservation provisions
of adopted neighborhood plans; to promote the preservation, rehabilitation, restoration,
reconstruction, and protection of historic resources; to enhance and preserve the setting of historic
resources so that surrounding land uses, including design and color, do not detract from the historic
resources; to encourage and promote public knowledge, understanding, and appreciation of the
city's history; to promote appreciation and use of historic resources; to encourage preservation of
resources, which may potentially be considered eligible for Historic Zoning; to promote public
awareness of the benefits of preservation; and to encourage public participation in identifying and
preserving historical resources, thereby increasing community pride in the city's cultural heritage.
38 -73 Definitions
The following definitions shall apply to this Article 15 in addition to the definitions contained
elsewhere in the Zoning Ordinance. Defined terms in this Article are capitalized in the text.
A. Adopted Survey List. A list of properties with potential to meet the Criteria for Historic Zoning
identified in an Intensive Survey.
B. Alteration. For the purpose of this Article 15 of the Zoning Ordinance, "Alteration" means any
change, repair, replacement, modification, or new construction to: (1) the exterior of an historic
resource,
(2) the exterior and interior structural elements which support the exterior walls, roof, or exterior
elements of the historic resource, (3) other construction on a lot, or (4) the significant interior
Character Defining Features of the historic resource, unless the interior is exempt from Historic
Permit review by the Historic Preservation Commission. 'Alteration" does not include ordinary
landscape maintenance unless the landscaping is identified as significant at the time a property
receives historic zoning, or in an adopted Historic Preservation Report.
C. Califomia Register. California Register of Historical Resources defined in California
PRC 5024.1 and in CCR Title 14 Chap 11.5, Sec 4850 et seq. as it may be amended.
D. Character Defining Features. As outlined in National Register Bulletin 15 and
Preservation Brief 17: How to Identify Character Defining Features, the architectural
743
THE CODE OF THE CITY OF MONTEREY, CALIFORNIA
character and general composition of a resource, including, but not limited to, type and
texture of building material; type, design, and character of all windows, doors, stairs,
porches, railings, molding and other appurtenant elements; and fenestration, ornamental
detailing, elements of craftsmanship, finishes, etc.
E. Contributing Resource. A Contributing Resource is an historic resource which
contributes to the historic character of an H -D Historic District, as described in National
Register Bulletin 15.
F. Criteria. Criteria are the general standards by which the significance of a historic
property is judged for inclusion in the National and/or California Register and eligible for
Historic Zoning, including the quality of significance present in resources that possess
integrity and: 1) are associated with events that have made a significant contribution to the
broad patterns of our history, 2) are associated with the lives of significant persons in or
past, 3) embody the distinctive characteristics of a type, period, 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 4) have yielded or may be likely to yield, information important in history or
prehistory. These are criteria used by the National Register and California Register, and
the National Register and California Register standards for those criteria are included in
this Article by reference. See also definitions for National Register and California Register.
G. DPR 523 Survey. Department of Parks and Recreation DPR 523 series survey forms,
available from the State Office of Historic Preservation, including (1) Primary Record, (2)
Building, Structure, and Object Record, and (3) Any additional survey form appropriate for
documentation of the subject historic resource.
H. Historic Overlay Zoning or Historic Zoning. Properties designated with the H -1
Landmark, H -2 City Historic Resource, or H -D Historic District zoning.
Historic Preservation Report. A vehicle for preservation, rehabilitation, restoration, or
reconstruction of an historic resource. The Report is based on the Secretary of the Interior's
Standards for Treatment of Historic Properties which has standards and guidelines for
recommended treatments for preserving historic resources. The Secretary's standards
recommend four potential treatments. These are Preservation, Rehabilitation, Restoration, and
Reconstruction. An Historic Preservation Report is adopted by the Historic Preservation
Commission and shall remain in effect for a period of three years from date of adoption. The
Historic Preservation Commission may extend or re -adopt an approved program for periods of
three -years or less.
J. Historic Resource. A building, structure, object, site or district as defined in National
Register Bulletin 15.
K. Integrity. Aspects of Integrity (location, design, setting, materials, workmanship,
feeling, and association) described in National Register Bulletin 15.
L. Intensive Survey. An historic survey identifying whether a property meets the Criteria
for Historic Zoning. An Intensive Survey also identifies resources subject to Section 3 8-74
of this ordinance. An Intensive Survey consists of a completed DPR 523 series survey
forms, including (1) Primary Record, (2) Building, Structure, Object Record, and (3) Any
744
THE CODE OF THE CITY OF MONTEREY, CALIFORNIA
additional survey form appropriate for documentation of the subject historic resource.
M. Minor Repairs. Alteration which is determined by thd'Community Development Director to
be consistent with the Secretary of the Interiors Standards for Treatment of Historic Properties, and
does not have an adverse impact on the Integrity of the historic resource. Examples of a minor
repair would be repair of a deteriorated or damaged part of an historic resource with the minimum
loss of historic materials, i.e. repair of damage to a window, portions of a porch railing, or
replacement of deteriorated deck boards. Removal of historic materials where those materials are
not damaged or deteriorated shall not be considered a minor repair.
N. . National Register. National Register of Historic Places (36 CFR Part 60).
O. National Register Bulletin 15. National Register Bulletin 15, How to Apply the National
Register Criteria for Evaluation, National Park Service, 1991, as it may be amended. See also
the definition for Criteria.
P. Non - Contributing Resource A Non - Contributing Resource is a resource located within the
boundaries of an H -D Historic District which does not contribute to the district as defined in
National Register Bulletin 15.
Q. Qualified Professional. -An individual meeting the Secretary of the Interior's Professional
Qualifications Standards (36 CFR Part 61 Appendix A) in history, architectural history, and
historic architecture or an individual determined by the Community Development Director to have
the qualifications generally equivalent to the above standards based on demonstrated
experience in history, architectural history, and historic architecture.
R. Reconnaissance Survey. A preliminary historic survey of a defined geographic area. A
Reconnaissance Survey identifies resources to be surveyed with an Intensive Survey. A
Reconnaissance Survey also identifies resources subject to Section 3 8-74 of this ordinance. A
Reconnaissance Survey will generally include DPR 523 Primary Record survey form or
equivalent information.
S. Reconnaissance Survey List. A list of properties with Reconnaissance Surveys that
identify resources to be surveyed with an Intensive Survey.
T. Secretary of the I nterior's. Standards for Treatment of Historic Properties. The Secretary of
the Interior's Standards for Treatment of Historic Properties (36 CFR Part 67), with Guidelines for
Preserving, Rehabilitating, Restoring, and Reconstructing Historic Buildings (Weeks and
Grimmer, National Parks Service 1995), as they may be amended.
38 -74a Survey Procedures
A. Purpose. A survey is a document which identifies historic elements of a building and site.
This section includes survey procedures to identify properties which meet the Criteria for Historic
Zoning. Surveys may be conducted on individual properties; however it is the City's goal that all
properties in Monterey will be surveyed over time. For area -wide surveys, the City will initially
identify geographical areas that do not have properties with potentially historic resources.
Properties within these areas would be excluded from historic review, except CEQA historic
review, as required by State law. The balance of the City will be surveyed to identify properties
with potentially historic resources. There are two levels of survey. The initial survey will be a
Reconnaissance Survey as defined, which is an overview survey to identify properties that
745
THE CODE OF THE CITY OF MONTEREY, CALIFORNIA
qualify for an Intensive Survey. An Intensive Survey identifies whether a property meets the
Criteria for Historic Zoning. In addition to the Citywide survey, properties may be individually
surveyed. The City will maintain a list of all adopted surveys and will use the survey information
to identify and protect potentially historic resources as outlined in Section 38 -74b.
B. Reconnaissance Survey List. Adopted Survey List. The City shall maintain a list of
surveyed properties. The list of properties with potential to meet the Criteria for Historic Zoning
as identified in an Intensive Survey shall be deemed the "Adopted Survey List". The list of
properties identified in a Reconnaissance Survey shall be deemed the "Reconnaissance Survey
List.' All surveys set forth in this section, shall be prepared by or under supervision of a
Qualified Professional.
1. Procedure for Inclusion on the Reconnaissance Survey or Adopted Survey List.
a. All-properties identified by a Reconnaissance Survey prepared after March 7, 2000
shall be included in the Reconnaissance Survey List if adopted pursuant to in (1), (2), or
(3) below. All properties identified as having potential to meet the Criteria for Historic
Zoning in an Intensive Survey prepared after March 7, 2000 shall be included in the
Adopted Survey List if adopted pursuant to in (1), (2), or (3) below.
(1) Surveys prepared in conjunction with a Planning Permit or Historic Permit application
may be adopted by the Historic Preservation Commission.
(2) Surveys may be adopted by the City Council after public hearing and
recommendation by the Historic Preservation Commission. Notice equivalent to use
permit notice shall be given for both the Historic Preservation Commission and City
Council public hearing.
(3) Area -wide surveys, shall be adopted by the City Council as follows:
(a) Area -wide surveys may be initiated by the City Council after recommendation
by the Historic Preservation Commission. The Historic Preservation Commission
shall establish the survey boundaries.
(b) Notice of the proposed survey shall be mailed to all property owners within
the survey area or by placing a display advertisement at least one -eighth page in
at least one newspaper of general circulation within the City.
(c) The Historic Preservation Commission shall hold a public hearing prior to
recommending adoption of the survey. Notice and survey forms shall be sent to
all property owners proposed for inclusion on the Reconnaissance Survey List or
Adopted Survey List at least thirty (30) days prior to the public hearing.
(d) The City Council shall hold a noticed public hearing prior to adoption of the
survey.
(e) In the public hearing process, properties may be added to or deleted from
inclusion on the Reconnaissance Survey List or Adopted Survey List if the
addition or deletion is noticed and based on information supplied by a Qualified
Professional.
2. Procedure for Removal from the Reconnaissance Survey List or Adopted Survey List.
746
THE CODE OF THE CITY OF MONTEREY, CALIFORNIA
Properties may be removed from a Reconnaissance Survey List or Adopted Survey List if an
Intensive Survey is prepared and the property is determined not eligible for historic zoning.
38 -74b Land Use Regulations for Properties Without Historic Zoning.
A. Description. The provisions of this section are intended to identify and provide a historic
review of properties identified in a Reconnaissance Survey or Intensive Survey, or which are
determined to potentially meet the criteria for Historic Zoning by the Community Development
Director,
B. Applicability. The land use regulations of this section shall apply if the property conforms to
one of the following:
1. The property has been surveyed and is included in the Reconnaissance Survey List or
Adopted Survey List.
2. The Community Development Director has determined that the property potentially meets
the criteria for Historic Zoning and is not excluded per Section 38&74b Paragraph C below.
C. Exclusions. The provisions of this Section 38-74b shall not apply to the following properties:
(Exclusion pursuant to this section does not exempt properties from CEQA historic provisions.)
1. Properties in areas of the City which do not have resources with the potential for historic
zoning. The Historic Preservation Commission shall prepare and adopt the map of excluded
areas following a noticed public hearing.
2. Properties that are not on the Reconnaissance Survey List or Adopted Survey List in an area
which has been subject of an area -wide survey.
3. Properties that have been surveyed and determined not eligible for historic zoning within the
past five years.
4. Properties that have been surveyed and removed from the Reconnaissance Survey List or
Adopted Survey List pursuant to provisions of Section 38 -74a.
5. Properties with .H -1 or H -2 zoning or properties within an H -D Historic District. (These
properties must follow Historic Permit and Historic District sections of this ordinance.)
D. Land Use Regulations for Alteration. The procedure for alteration of applicable properties
shall be as follows:
1. The proposed alteration shall be reviewed by the Community Development Director to
determine whether the alteration conforms to the Secretary of the Interior's Standards for the
Treatment of Historic Properties.
a. Alterations which conform to the Secretary of the Interior's Standards for the Treatment of
Historic Properties shall follow the regular City planning and buildings permit review
process.
b. Alterations which do not conform to the Secretary of the Interior's Standards for the
Treatment of Historic Properties are subject to the following regulations:
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(1) If the property is listed on the Reconnaissance Survey List, an Intensive Survey shall
be prepared. If the Intensive Survey determines that the property is potentially
eligible for Historic Zoning, the property shall be added to the Adopted Survey List. If
the survey determines the project is not eligible for Historic Zoning, the project shall
follow the regular City planning and building permit review process.
(2) If no discretionary planning permit approval is required, the project shall be subject to
Architectural Approval as described in- Article 25 of the Zoning Ordinance.
(3) If the property is listed or placed on the Adopted Survey List, the project shall be
presented to the Historic Preservation Commission for recommendations to the
decision - making body for bringing the project into conformity with the Secretary of
the Interior's Standards for Treatment of Historic Properties.
E. Land Use Regulations for Demolition. The procedure for Demolition Permits for applicable
properties shall be as follows:
1. Intensive Survey. An Intensive Survey of the property which is the subject of demolition, is
required for issuance of a Demolition permit. The City shall prepare and adopt an Intensive
Survey at the applicant's expense if an Intensive Survey has not been completed or updated
within the past five years.
a. If the Intensive Survey concludes that the property does not meet the Criteria for
Historic Zoning and should be removed from the Adopted Survey List, the demolition
shall follow the regular City review process.
b. If the Intensive Survey concludes that the property meets Criteria for Historic Zoning,
the Historic Preservation Commission shall review the impacts of demolition,
including CEQA review, and may recommend a delay period as set forth below.
2. Demolition Delay. The Historic Preservation Commission may recommend a delay period
to the City Council of up to 180 days for properties identified by an Intensive Survey as
meeting the Criteria for Historic Zoning. The City Council shall approve, modify, or deny the
demolition delay as recommended by the Historic Preservation Commission.
a. The purpose of the delay period is to discuss: (a) design alternatives which meet the
Secretary of the Interior's Standards for Treatment of Historic Properties, (b) potential
for Historic Zoning, including incentives, and (c) in the case of potential H -1
properties, possible initiation of H -1 zoning.
b. Following the up to 180 day delay period, a demolition permit shall be issued
concurrently with, but not prior to, issuance of a building permit for the replacement
structure.
38 -75 H -1 Landmark Overlay Zoning
A. Description. H -1 zoning is intended to identify and protect the most important historic
resources in the City, generally including properties with statewide, national, or international
historic significance where that significance would be recognized outside of the City, and the City
is steward of those resources are preserved for its citizens and a larger public. The City
recognizes its responsibility for preserving these resources for a national and international
public, and the H -1 zone may be established without owner consent in order to fulfill that
responsibility. The H -1 zone includes a strong series of incentives to support and encourage
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preservation of the historic resources.
B. Applicability and Zoning Map Designator. Historic zoning may be combined with any
zoning-district. Each H -1 zone shall be shown by adding an *H-1' to the base district
designation.
C. Criteria for Adoption. H -1 Landmark zoning may be applied only to properties which
meet National Register of Historic Places criteria defined in National Register Bulletin 15,
and the property is the first, last, only, rare, or most significant resource of its type in the
region. Notwithstanding the foregoing, the H -1 Landmark zoning district may be applied to
adobe resources built prior to 1879 and other "H" zoned resources as of March 7, 2000
which may not meet National Register integrity standards. The National Register Criteria
are generally described as historic event, person, design or information potential, and are
fully defined in National Register Bulletin 15.
D. Procedure for adoption of H -1 Landmark Zoning. Establishment of H -1 Landmark zoning
shall follow the procedures established by Article 26, which establishes the process for rezoning,
with the additional provisions that
1. In addition to the provisions which allow the City Council, Planning Commission, Community
Development Director, or property owner to initiate Zoning Map amendments, H -1 Landmark
zoning may be initiated by the Historic Preservation Commission.
2. In addition to the information required to support a rezoning pursuant to this chapter,
eligibility for historic zoning shall be predicated on an Intensive Survey prepared or updated
by or under supervision of a Qualified Professional within the last five years.
3. In addition to the regular public hearing process for rezoning, the Historic Preservation
Commission shall initially hold noticed public hearings and make recommendation to the
Planning Commission
E. Historic Zoning on a Portion of a Lot. H -1 zoning may be applied to an eligible historic
resource on less than the entire lot where the historic resources occupy a small portion of the lot
and Historic Zoning and review on the balance of the lot would not be appropriate.
Documentation of the boundaries so zoned shall be included. The intent of this provision is that
the entire historic resource and an appropriate setting be zoned. This is not intended to permit
Historic Zoning of only facades or component parts of a resource.
F. Rescission of Historic Zoning. It is not the general intention of the City to remove historic
designation from a property, however, the City Council may rezone a property to remove Historic
Zoning following the process for adoption, set forth in this Section, if the historic resource no
longer meets the Criteria for designation.
G. Land Use Regulations.
1. Historic Provisions Supersede Underlying Zoning Provisions. The provisions of this Zoning
Ordinance Article 15' shall supersede the provisions of the underlying zone, where conflicts
arise.
2. Historic Permit Required for Alteration or Demolition. An Historic Permit shall be required
for any Alteration or demolition within H -1 Landmark zone.
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THE CODE OF THE CITY OF MONTEREY, CALIFORNIA
a. Historic Permit for Alteration.
(1) Application shall be made on forms provided by the Community
Development Department. Additional information may be requested.as
required.
(2) For minor repairs, as defined, the application may be approved by the
Community Development Director upon making the findings that that the
proposed work is consistent with the Secretary of the Interior's Standards for
Treatment of Historic Properties. If this finding cannot be made, the Community
Development Director cannot treat the application as a minor repair and must
refer the matter to the Historic Preservation Commission for a Historic
Preservation Report and a hearing, as set forth below.
(3) For all other applications for Alteration, a Historic Preservation Report is
required, as defined in this Section. The Historic Preservation Commission shall
review said application and Report. A Historic Permit shall be issued only upon
a finding that the proposed work is consistent with an adopted Historic
Preservation Report and the Secretary of the Interiors Standards for the
Treatment of Historic Properties.
(4) Historic Preservation Report An Historic Preservation Report shall
be adopted by the Historic Preservation Commission and shall remain in effect for a
period of three years from date of adoption. The Historic Preservation Commission
may extend or re -adopt an approved program for periods of three years or less. It
shall be based on the Secretary of the Interior's Standards for Treatment of Historic
Properties and shall include the following:
(a) Which of the four Secretary of the Interior's Standards for Treatment
of Historic Properties is being proposed for the resource.
(b) A written description of historic events connected with the resource.
(c) The historic context and interpretive period.
(d) An architectural history of the resource which includes:
photographs and drawings which identify the original building, structure, object, and site
configuration,
Character Defining Features of the resource as originally constructed,
Changes and alterations made over time that have achieved stature as
Character Defining Features, even though not a part of the original resource,
and
Changes not consistent with the historic value of the resource.
(e) A program for preservation of the resource, including a statement of
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THc CODE OF THE CITY OF MONTEREY, CALIFORNIA
how the proposed program meets the Secretary of the Interior's Standards for
Treatment of Historic Properties.
b. Historic Permit for Demolition.
(1) It is the intent of the City of Monterey that historic resources in H -1 zones will
not be demolished unless extraordinary circumstances exist.
(2) Application for demolition shall be made on forms provided by the
Community Development Department and shall contain a provision which requires
the Applicant to provide whatever detailed information is required to completely
review the application.
(3) The Historic Preservation Commission shall hold noticed public hearing and
recommend action to the City Council on the application for Historic Permit for
demolition, and the City Council shall make the final determination to approve or
deny the permit.
(4) An Historic Permit and demolition permit for demolition of an H -1 resource
shall not be issued by the City Council unless one of the following two findings can
be made:
(a) The resource is a hazard to public health or safety, and repairs or
stabilization are not feasible. Deterioration resulting from the neglect or failure of
the owner to maintain the property need not be considered in making this finding.
The City Council may require the applicant to provide one or more structural
reports to document that repairs or stabilization are not feasible, or
(b) Denial of the application will deprive the property owner of the
economically viable use of the property, after application of financial, land use
and other incentives available to the property.
C. Appeal. Decisions of the Historic Preservation Commission under this Section may
be appealed as provided in Article 27 of this Zoning Ordinance.
d. Expiration of a Historic Permit An Historic Permit shall lapse two years after its
date of approval unless a building permit has been issued and substantial construction
costs expended. A one year extension may be granted by the Historic Preservation
Commission or, if approved as a minor repair, by the Community Development Director.
e. Relocation as an Altemative to Demolition. Relocating an historic resource is an
acceptable alternative to demolition if findings are made that the move is required to
prevent destruction of the resource at its former location, that the new location is
compatible with the original character and use of the historic resource, and that the
resource retains its historic features and compatibility in orientation, setting, and general
environment, and that the receiving lot and the former lot are appropriately rezoned.
H. Incentives for H -1 Zoned Properties.
1. City Incentives for H -1 Zoned Properties are as follows:
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THE CODE OF THE CITY OF MONTEREY, CALIFORNIA
a. Modification of Zoning Requirements by Use Permit. The underlying zoning
requirements for setbacks, parking standards, and/or Floor Area Ratio may be modified
by Use Permit, following the procedures set forth in this Section, if the modification of
standards contributes to preservation of the historic setting or minimizes or eliminates
impacts of Alteration on an historic resource.
b. Additional Uses Allowed by Use Permit. The following additional uses may
be allowed by Use Permit, issued pursuant to Chapter B of this Section:
(1) R -2 or R -3 uses in the R -1 district,
(2) C-O uses in the R -3 district,
(3) C -1 uses in the CO district,
(4) Guest Houses on lots less than 8,000 square feet in the R -1
or R -2 districts, and
(5) Establishment of the historic use (defined as the original resource
use or the use for which the resource was designed) if that use is not allowed by
the underlying zoning district
(6) Any use that provides public access to an historically preserved or restored interior.
Public access is defined as establishment of a museum for public display of an
historic interior or a use in which the interior is generally accessible to the public
during normal business hours. Use Permit approval may specify areas which
are to remain open to the public and minimum hours for public access. Public
access shall include the type of public entry customary for the approved use
and shall not include a requirement for extraordinary access such as historic
tours unless such extraordinary access is a condition of use permit approval.
C. Related Incentives. Historic zoned properties are eligible for the State
Historical Building Code, the Mills Act Property Tax Reduction Program, City grant
programs designed to protect and preserve historic resources and other City
Programs approved by the City.
2. Procedure for Issuance of Use Permits for Incentives.
a. To grant a Use Permit under this Section the procedures set forth in Chapter
38 of this Code shall apply. In addition, the application for Use Permit shall first be
presented to the Historic Preservation Commission, who shall recommend findings to the
Planning Commission to support the use permit.
b. The Planning Commission shall make the Use Permit findings in Section 38-
16 1 and the additional findings that:
(1) impacts of the use, including traffic and parking, would not be
detrimental to the surrounding area
(2) additional uses conform to an adopted Historic Preservation Report and
are necessary for the preservation of an historic resource or historic interior.
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THE CODE OF THE CITY OF-MONTEREY. CALIFORNIA
C. Contracts and/or easements between the property owner and the City that
would provide for preservation or restoration of exterior or interior features of an historic
resource may be required as condition to the Use Permit.
3. Review of Incentive Programs. The Historic Preservation Commission will monitor
the needs of historic properties and may develop additional incentive programs for City
Council approval to meet those needs. -
Duty to Maintain Historic Zoned Resources. The owner, lessee, or other person legally in
possession or control of an H -1 Landmark shall maintain the resource in good repair. Good
repair is defined as that level of maintenance and repair of the exterior features, designated
interior features, and the interior portion of the structure necessary to prevent deterioration of the
exterior which furthers the continued availability and Integrity of the resource and prevents
deterioration dilapidation, decay or loss of economic use of the property.
38 -76 H -2 City Historic Resource Overlay Zoning.
A. Description. H -2 zoning is intended to identify and protect historic resources in the City that
would be recognized as resources with local historic importance and their historic importance
would not generally be recognized outside the immediate area of the Monterey Peninsula, and
the City is steward of those.resources are preserved for its citizens. The City encourages the
preservation of these resources with a strong set of incentives; however, the ultimate decision to
rezone and, ultimately to preserve them is left to the property owner.
B. Applicability and Zoning Map Designator. Historic zoning may be combined with any n b
zoning district. Each H -2 zone shall be showy adding an 'H -2' to the base district
designation.
C. Criteria for Adoption. H -2 City Historic Resource zoning may be applied to properties
which meet National Register or California Register Criteria as defined. The Criteria are
generally described as historic event, person, design or information potential, and are fully
defined in National Register Bulletin 15 and in California PRC 5024.1 and CCR Title 14
Chap 11.5, Sec 4850 et seq. (See Definitions). .
D. Procedure for adoption of H -2 Landmark Zoning. Establishment of H -2 Landmark zoning
shall follow the procedures established by Article 26 with the additional provisions that:
1. In addition to the information required to support a rezoning pursuant to this chapter,
eligibility for historic zoning shall be predicated on an Intensive Survey prepared or updated
by or under supervision of a Qualified Professional within the last five years.
2. In addition to the regular public hearing process for rezoning, the Historic Preservation
Commission shall hold noticed public hearings and make recommendation to the Planning
Commission.
3. H -2 City Historic Resource zoning shall not be initiated without property owner consent,
except that properties with "H" overlay zoning as of the date of adoption of this ordinance
may be rezoned to H -2 without consent of the property owner if they meet the criteria for H -2
zoning.
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THE CODE OF THE CITY OF MONTEREY, CALIFORNIA
E. Historic Zoning on a Portion of a Lot. H -2 zoning may be applied to an eligible historic
resource on less than the entire lot where the historic resources occupy a small portion of the lot
and Historic Zoning and review on the balance of the lot would not be appropriate.
Documentation of the boundaries so zoned shall be included. The intent of this provision is that
the entire historic resource and an appropriate setting be zoned. This is not intended to permit
Historic Zoning of only facades or component parts of a resource.
F. Rescission of Historic Zoning. It is not the general intention of the City to remove historic
designation from a property; however, the City Council may rezone a property to remove Historic
Zoning following the process for adoption, set forth in this Section, if the historic resource'no
longer meets the Criteria for designation.
G. Land Use Regulations.
1. Historic Provisions Supersede Underlying Zoning Provisions. The provisions of this Zoning
Ordinance Article 15 shall supersede the provisions of the underlying zone, where conflicts
arise.
2. Historic Permit Required for Alteration or Demolition. An Historic Permit shall be required
for any Alteration or demolition within H -2 City Historic Resource zone.
a. Historic Permit for Alteration.
(1) Application shall be made on forms provided by the Community
Development Department Additional information may be requested as
required.
(2) For minor repairs, as defined, the application may be approved by the
Community Development Director upon making the findings that that the
proposed work is consistent with the Secretary of the Interiors Standards for
Treatment of Historic Properties. If this finding cannot be made, the Community,
Development Director must refer the matter to the Historic Preservation
Commission. If this finding cannot be made, the Community Development
Director cannot treat tie application as a minor repair and must refer the matter
to the Historic Preservation Commission for a Historic Preservation Report and a
hearing, as set forth below.
(3) For all other applications for Alteration, a Historic Preservation Report is
required. The Historic Preservation Commission shall review said application
and Report. A Historic Permit shall be issued only upon a finding that the
proposed work is consistent with an adopted Historic Preservation Report and
the Secretary of the Interiors Standards for the Treatment of Historic Properties.
(4) Historic Preservation Report An Historic Preservation Report shall
be adopted by the Historic Preservation Commission and shall remain in effect for a
period of three years from date of adoption. The Historic Preservation Commission
may extend or re -adopt an approved program for periods of three years or less. It
shall be based on the Secretary of the Interior's Standards for Treatment of Historic
Properties and shall include the following:
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THE CODE OF THE CITY OF MONTEREY, CALIFOr'rNIA
(a) Which of the four Secretary of the Interiors Standards for Treatment
of Historic Properties is being proposed for the resource.
(b) A written description of historic events connected with the resource.
(c) The historic context and interpretive period.
(d) An architectural history of the resource which includes:
photographs and drawings which identify the original building, structure,
object, and site configuration,
Character Defining Features of the resource as originally constructed,
Changes and alterations made over time that have achieved stature as
Character Defining Features, even though not a part of the original resource,
and
Changes not consistent with the historic value of the resource.
(e) A program for preservation of the resource, including a statement of
how the proposed program meets the Secretary of the Interior's Standards for
Treatment of Historic Properties.
b. Historic Permit.for Demolition.
(1) It is the intent of the City of Monterey that historic resources in H -2 zones will
not be demolished unless extraordinary circumstances exist.
(2) Application shall be made on forms provided by the Community
Development Department and shall contain a provision which requires the Applicant
to provide whatever detailed information is required to completely review the
application.
(3) The Historic Preservation Commission shall hold noticed public hearing and
recommend action to the City Council on the application for Historic Permit for
demolition, and the City Council shall make the final determination to approve or
deny the permit.
(4) An Historic Permit and demolition permit for demolition of an H -2 resource
shall not be issued unless one of the following two findings can be made:
(a) The resource is a hazard to public health or safety, and repairs or
stabilization are not feasible. Deterioration resulting from the neglect or failure of
the owner to maintain the property need not be considered in making this finding.
The City Council may require the applicant to provide one or more structural
reports to document that repairs or stabilization are not feasible, or
(b) Denial of the application will deprive the property owner of the
economically viable use of the property, after application of financial, land use
and other incentives available to the property.
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THE CODE OF THE CITY OF MONTEREY, CALIFORNIA
c. Appeal. Decisions of the Historic Preservation Commission under this Section may be
appealed as provided in Article 27 of this Zoning'Ordinance.
d. Expiration of a Historic Permit. An Historic Permit shall lapse two years after its
date of approval unless a building permit has been issued and substantial construction
costs expended. A one year extension may be granted by the Historic Preservation
Commission or, if approved as a minor repair, by the Community Development Director.
e. Relocation as an Alternative to Demolition. Relocating an historic resource is an
acceptable alternative to demolition if findings are made that the move is required to
prevent destruction of the resource at its former location, that the new location is
compatible with the original character and use of the historic resource, and that the
resource retains its historic features and compatibility in orientation, setting, and general
environment, and that the receiving lot and the former lot are appropriately rezoned.
H. Incentives for H -2 Zoned Properties.
1. City Incentives for H -2 Zoned Properties are set forth as follows:
a. Modification of Zoning Requirements by Use Permit. The underlying zoning
requirements for setbacks, parking standards, and/or Floor Area Ratio may be
modified by Use Permit, following the procedures set forth in this Section, if the
modification of standards contributes to preservation of the historic setting or
minimizes or eliminates impacts of Alteration on an historic resource.
b. Additional Uses Allowed by Use Permit. The following additional uses may be
allowed by Use Permit, issued pursuant to Chapter B of this Section:
(1) R -2 or R -3 uses in the R -1 district,
(2) C-O uses in the R -3 district,
(3) C-1 uses in the GO district,
(4) Guest Houses on lots less than 8,000 square feet in the. R -1
or R -2 districts, and
(5) Establishment of the historic use (defined as the original resource
use or the use for which the resource was designed) if that use is not allowed by
the underlying zoning district
(6) Any use that provides public access to an historically preserved or restored interior.
Public access is defined as establishment of a museum for public display of an
historic interior or a use in which the interior is generally accessible to the public
during normal business hours. Use Permit approval may specify areas which
are to remain open to the public and minimum hours for public access. Public
access shall include the type of public entry customary for the approved use
and shall not include a requirement for extraordinary access such as historic
tours unless such extraordinary access is a condition of use permit approval.
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THE CODE OF THE CITY OF MONTEREY, CALIFORNIA
C. Related Incentives. Historic zoned properties are eligible for the State
Historical Building Code, the Mills Act Property Tax Reduction Program, City grant
programs designed to protect and preserve historic resources and other City Programs
approved by the City.
2. Procedure for Issuance of Use Permits for Incentives.
a. To grant a Use Permit under this Section the procedures set forth in Chapter 38 of
this Code shall apply. In addition, the application for Use Permit shall first be presented
to the Historic Preservation Commission, who shall recommend findings to the Planning
Commission to support the use permit.
b. The Planning Commission shall make the Use Permit findings in Section 38 -161 and
the additional findings that:
(1) impacts of the use, including traffic and parking, would not be detrimental to the
surrounding area
(2) additional uses conform to an adopted Historic Preservation Report and are
necessary for the preservation of an historic resource or historic interior.
C. Contracts and/or easements between the property owner and the City that would
provide for preservation or restoration of exterior or interior features of an historic
resource may be required as condition to the Use Permit.
3. Review of Incentive Programs. The Historic Preservation Commission will monitor the
needs of historic properties and may develop additional incentive programs for City Council
approval to meet those needs.
Duty to Maintain Historic Zoned Resources. The owner, lessee, or other person legally in
possession or control of an H -2 City Historic Resource shall maintain the resource in good
repair. Good repair is defined as that level of maintenance and repair of the exterior features,
designated interior features, and the interior portion of the structure necessary to prevent
deterioration of the exterior which furthers the continued availability and Integrity of the resource
and prevents deterioration dilapidation, decay or loss of economic use of the property.
38 -77 H-D Historic District Overlay Zoning.
A. Description. H -D zoning is intended to identify and protect geographical areas with a
concentration of historic resources, where preservation of the individual historic resources and
their historic setting is important to understanding Monterey's history.
B. Applicability and Zoning Map Designator. H -D Historic zoning may be combined with any
zoning district Each H -D zone shall be shown by adding an "H -D' to the base district
designation.
C. Procedure for adoption of H -D zoning. H -D Historic District zoning may be applied to a
geographic area which meets National Register criteria in National Register Bulletin 15 or
Califomia Register criteria for districts. Establishment of an H -D Historic District shall follow the
procedures in Article 26 for Zoning Map amendment, with the following additional provisions:
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THE CODE OF THE CITY OF MONTEREY,, CALIFORNIA
1. Prior to Initiation of the Zoning Map amendment, a preliminary report shall be
prepared by the Community Development Department identifying tentative boundaries,
historic context, Contributing Resources, potential planning regulations, and design review
guidelines and a preliminary determination of whether the district would be based on H -1
Landmark or H -2 City Historic Resource criteria and standards.
2. The preliminary report shall be sent to Affected Property Owners and Residents
defined as Owners of real property or residents within the boundaries of a proposed Historic
District, and the Historic Preservation Commission shall hold one or more public participation
workshops to discuss preparation of an Intensive Survey and formation of an historic district.
A notice of public workshops shall be given in accord with Section 38-159 of this ordinance.
3. The City shall then.conduct an Intensive Survey of the proposed Historic District by or
under supervision of a Qualified Professional, including preparation of DPR 523 series
survey forms.
4. The City shall prepare a District Preservation Plan, including the following:
a. Determination whether the whether the district is based on H -1 Landmark or
H -2 City Historic Resource criteria and standards.
b. Statement of goals and objectives
C. Statement of historic context and period of significance
d. Description and map of the H -D boundaries
e. Identification of potentially contributing and non - contributing resources and
the setting and character of contributing resources based on analysis contained in the
intensive survey.
f. Precise standards for new construction and alterations within the H -D
boundaries. The property development standards of the underlying zone may be
modified by the District Preservation Plan to be more or less restrictive than the
underlying zone, including design, mass, bulk, height, walls, lighting, driveway locations, -
parking standards, landscaping, sign, public improvements on the property, and eligibility
for incentives in Section 3 8-75; if appropriate. -Any provisions more or less restrictive
than the underlying zoning requirements shall be supported by findings that the
requirements are necessary to implement the identified goals and objectives of the
district and preservation of the historic setting within the district.
5. District Preservation Plan and H -D zoning shall be adopted by ordinance following the
procedure for Zoning Map Amendment, including required notices. A district that is based on
H -2 criteria and standards shall not be established if 51% of the owners file an objection in
writing prior to the City Council second reading of the adopting ordinance. Notices for
districts based on H -2 criteria and standards shall inform property owners that the district will
not be formed if 51% of owners object in writing to adoption of the district. Percentage
ownership shall be based on number of Assessor's Parcels within the proposed district. H -D
zoning may be amended following the same procedure used for adoption
D. Rescission of Historic Zoning. It is not the general intention of the City to remove historic
designation from a property, however, the City Council may rezone a property to remove Historic
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THE CODE OF THE CITY OF MONTEREY, 'CALIFORNIA
Zoning following the process for adoption if the historic resource no longer meets the Criteria for
designation.
Article 16 = SC Planned Commercial Overlay District
Sections:
38 -78 Specific Purposes
38-79. Applicability and Zoning Map Designator
38 -80� Land Use Regulations
38-81 Development Regulations
38 -82 Initiation
38-83 Required Plans and Materials
38 -84 Adoption Procedures
38 -85 Status of SC Plan
38 -78 .Speck Purposes
The specific purpose of the SC Planned Commercial Overlay District is to provide for the de-
velopment of new planned shopping centers on sites of adequate size for the intended uses,
and which are designed as a single architectural unit
38 -79 Applicability and Zoning Map Designator
The SC Planned Commercial Overlay District may be combined with any C (Commercial) zon-
ing district. It may be initiated by the Planning Commission or the City Council under the
procedures established in Article 26, Amendments. Each SC Planned Commercial Overlay
District shall be shown on the Zoning Map by adding a " -SC' to the base zoning designator.
38-80 Land Use Regulations
No use other than an existing use shall be permitted in an SC Planned Commercial Overlay
District, except in accord with a valid SC plan. Any permitted or conditional use authorized by
this chapter may be included in an approved SC plan consistent with the General Plan Land
Use Designation(s) for land within the SC district. When the SC plan includes use or design
features which require a Use Permit or variance in accord with other sections of this chapter,
approval of the SC plan shall include approval of the required Use Permit or variance, and no
further action shall be required.
38 -81 Development Regulations
A. Base District Reculations. Base district regulations may be prescribed, when
appropriate. Other development regulations shall be as prescribed by the SC plan.
B. Performance Standards. Performance standards prescribed by Section 38 -111, shall
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