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HomeMy WebLinkAboutHERITAGE PRESERVATION MINUTES 1986-1987~~ ~t ~ "'" v ~~~ . ~ _ _ f~i _. . ~'^a - ~- ``~ I .; :~~ ~^ .~.+ I i ~'-{ ti 4 I ~' I + f ~ ¢¢¢i „} . ~ ,- - - - - -- ~ ~ -- - -. i ~ - ; - ~ --- -, j ~ ~~ ~ ~ ~ i. f , ~ . I i ~ f i ,, 1 ~ 1 i ~ i 1 ' 2 ~ i ~ ~ t j ` i ~ f } ~ ~ ~~ ~, j ~ ~ (, l1 I i r j e l .~'' ~ CITY OF SA RA TOGA HERITAGE PRESERVATION COMMISSION AGENDA ~~ ~ P~~ co~SrT ~ ~'o z ~~~ ~ DATE: Wednesday, September 16 1987 - 3:00 ~' ~ m~ PLACE : Saratoga Community Library Meeting Roomm~ ~~~e'~eN KN~~~~ 13560 Saratoga Avenue, Saratoga re TYPE: Regular Meeting ------------- --------- I. ROUTINE ORGANIZATION ----------- A. Roll Call _ _ _ B. _ Approval of Minutes of 9/2/87 C. Posting of Agenda D. Oral and Written Communications ~__ ~'~~ ~Y~~~'y II. OLD BUSINESS ,,~~ ~ ~'~~ A. Farm structure at 21130 Wardell Rd. <---_ ~'LS1~l'~ ~'~ B. C Heritage Resource Plaques - Status report ~~~. laj ~--~'~ . Heritage Resource Inventory III. ITEMS INITIATED BY THE COMMISSION IV. ADJOURNMENT 1 ~~ .• _~ ~ 1• CITY OF SRRRTOGA HERITRGE PRESERURTION COMMISSION MINUTES DRTE: Wednesday, September 2, 1987 3:00 p.m. PLRCE: Saratoga Community Library, 13560 Saratoga R~enue, Saratoga TYPE: Regular Meeting I. ROUTINE ORGRNI2RTION R. Roll Call Present: Commissioners Heid, Uoester, Cameron, Koepernik, Tyrrell Rbsent: Landsness, Rnsnes Staff: Valerie Young B. Rpprooal of Minutes of 8-19-87 M.'S Tyrrell~Cameron to approve minutes as submitted. Passed 4-0-1 (Heid abstaining>. C. Posting of Agenda Staff Hated the agenda was posted at City Hall on Friday , Rugust 28 , i 987. D. Oral and Uritten Communications None. IZ: OLD BUSINESS R. Report from Commissioner Koepernik re: farm structure at 21130 Wardell Road. Commissioner Koepernik distributed a written report and photos regarding the structure, noting he had visited the site the precious Thursday. It was his recommenda- tion that the structure was not of use to the City, and that the Commission should suggest other alternatives. Commissioner Heid stated that he would discuss the _ structure at the next Saratoga Historical Foundation meeting, to see if there was use for the structure at the historical park. He will report back at the next meeting. 1 .~ ,; • Heritage Preservation Minutes, $!19/87 Page 2 B. Heritage Resource Plaques - Status report CoMMissioner Uoester reported that she had received a phone call from Mrs. Burlingham of the Foothill Club, requesting that the plaque be presented at their first Meeting in Dctober when they would be celebrating the BDth birthday of the club. She also noted that the Mauldin's open house was cancelled, and presentation of the plaques was being held off till after Labor Day. CoMMissioner Heid noted that the Montalvo Board Meeting was next week, and he would check into Making the presentation then. There was discussion on how and where the plaques should be affixed to the outside of the structures. C. Heritage Resource Inventory The GoMMission continued working on the inventory, completing the preliminary review of forms #46-52. III. ITEMS INITIATED BY THE COMMISSION ~ ..--~- Commissioner Heid reported that the application in~ol~ing the Marsh Metzger house had been approved by the Planning CoMmission at its August 26 Meeting. He also no a amt h issue of designation fees would be before the Council that evening and that he would be attending the Meeting. IU. ADJOURNMENT The Meeting was adjourned at 5:00 p.M. The next Meeting will be held on tJednesday, September 16 at 3:DD p.M. Respectfully submitted, Valerie Young Secretary to CoMMission u y ~~ e I , • ~~B I• Historical Heritage Commiaslon County Government Center, East Wing 70 West Hedding Street Eounty of Santa Clara San Jose. C(408) 299 432 California August 31 , 1987 ,--:19$7 ~ ~e~, .- The Santa C1 ara County Historical Heritage Corr}~S'~~~G ~~rridunces that nominations are open for the 1987 Award of Excellence in Historic Resources Preservation. . Recognizing your knowledge of preservation efforts of merit within your city, we invite you to nominate those organizations and/or individuals whose projects you feel meet the Commission's criteria. The Award shall be made to an individual achievement in preservation or outstandir project may be in the field of restoration, The PROJECT MUST HAVE BEEN COMPLETED WITHIN FOR NOMINATION. Determination of the recipient fo the Award such factors as: or organization for significant ig support of preservation. The legislation, or public education. THE LAST TWO YEARS TO BE ELIGIBLE shall include a consideration of a. The historical, architectural, archaeological, or cultural worth of the projects(s> with which that individual or organization has been involved. b. The nature and zxtenr of the efforts of the individual or organization. • c. The extent to which such efforts of the individual or organization have stimulated further interest of others in a particular project and in the field of historical, architectural, archaeological, and cultural understanding and preservation. THE NOMINATION DEADLINE IS OCTOBER 13. 1987. Nominations must be received by the Commission Secretary by 5:00 on October 13, 1987. Please submit nominations in writing, including brief details of projects nominated. For nominations of individuals, please include a letter of SPECIFIC accomplishments; and for nominations of structures, please include a 5 x 7 black and white, glossy photo. ALSO, PLEASE INCLUDE THE COMPLETE MAILING _ ~_. _- ADDRESS--(INCLUDING ZIP CODE) -AND WORK AND HOME- TELEPHONE NUMBERS--OF BOTH THE - ---- NOMINEE AND THE NOMINATOR. Send nomination letters to: Sumiye G. Tomota, Commission Secretary County. of Santa Clara, Historical Heritage Commission County Government Center, Tenth Floor, East Wing 70 West Hedding Street San Jose, California 95110 If you have any questions, please contact the Awards Committee Chairperson at his residence, (408> 732-1946. Sincerely, HISTORICAL HERITAGE COMMISSION David McKinney, Chairperson Penelope Lowe © ROSdI 1 ? Wi 1 son An Equal Opportunity Employer .~ tom, August 30, 1987 _~ tteport to the SAKATOGA HEt~ITAGE Pi~ESE.KVATION COMMISSION: In response to an offer from Mr. Charles Guichard to donate a "cot" shed, I was asked by the Saratoga Heritage Preservation Commission to determine the feasibility of accepting this offer. Accordingly, I met with Mr. Guichard on Thursday, August 27th on his Wardell Hoad property. I examined the structure, photographed it, and learned something of its ~:• past history. The structure is approximately 6'3" x 15'3", built on mudsills. It is 2 x 4 framed, probably of locally logged, redwood, with overlap 1 x 6 siding. It has a low pitched roof., Inside there is one small window , 2' x 2', opposite the only door. No heating system was apparent, nor were there sanitary facilities. The The structure sits over a well. The pump line extends through the roof, to the windmill that once stood atop the roof. The well is appoximately 200' deep. ~ S' 3'~ -------~I w (~ `.~ ~ ` :; :~ ~ According to Mr. Guichard, the structure is about 75 years old, and was used from 18$0 to 1950. It usually housed 6 cot pickers, with three bunks per side, stacked three high. Mr. Guichard recommends the publication "Plum, Plum Pickers" c 1988. It describes life inside a cot picker's shed. In considering this donation by Mr. Guichard, the Commission needs to discuss the structure's possible historical significance to the City of Saratoga, and the fact that there are very few structures of this kind remaining in the Santa Clara Valley. Thought should also be given to the cost of moving, where to locate the structure, and its possible uses. In my opinion the City of Saratoga would have little use for this structure. We should, however, acknowledge the offer from Mr. Guichard, and thank him for his sense of history. if the City of Saratoga is not interested in this donation, it is possible that the County of Santa Clara might be interested in this offer, or the City of San Jose for Kelly Park. c~'a1~ r~~{J c~c ~rz_ ~~, Norman L. Koepernik Commissioner SHPC '~1 :~ 3' { ~. ., ~~ ~~` .a ;r i e • CITY OF SflRATOGfl HERITRGE PRESERUflTION COMMISSION flGENDfl DHTE: Wednesday, September 2, 1987 - 3:00 p.rl. PLflCE: Saratoga Community Library Meeting Roots 13560 Saratoga fluenue, Saratoga TYPE= Regular Meeting -------------------------------------------------- I. ROUTINE OR~HNIZflTION A. Roll Call B. flppro~al of Minutes of 8!19!8? C. Posting of Agenda D. Oral and Written Communications II. OLD BUSINESS :• fl. Report from Commissioner Koepernik re: farm structure at 21130 Wardell Rd. B. Heritage Resource Plaques - Status report C. Heritage Resource Inventory III. ITEMS INITIRTED BY THE COMMISSION /~,J IU. HDJOURNMENT _~ ~~ 1~ ~ / ~ ~ ~,~~ ~ f~ ? ~' ~ • ? u~~ ~ 7 ~~~1~U7~CC~~ t ? CITY OF SRRRTOGR HERITAGE PRESERURTION•COMMISSION MINUTES DATE: Wednesday, Rugust 19, 1987 2:00 p. m. PLRCE: Saratoga Community Library, 13560 Saratoga R~enue, Saratoga TYPE: Regular Meeting I. ROUTINE ORGRNIZRTION R. Roll Call Present: Commissioners Uoester, Landsness, Cameron, Koeprnik, Rnsnes t2:30), Tyrrell t3:00> Rbsent: Heid Cexcused) Staff: Valerie Young • Other: Mayor Don Peterson C3:~F0) B. Approval of Minutes of 8-5-$7 Commissioner Uoester asked that her comments regarding Pacific Grope under Item IU-B be made into a separate paragraph. MS'S CameronlLandsness to approve minutes as corrected. Passed unanimously. C. Posting of Rgenda Staff noted the agenda was posted at •City Hall on Fri day , Rugust 14 , 1 987. D. Oral and Written Communications U. Young distributed a letter received from Charles Guichard, 21130 Wardell Road, regarding a 75-year old farm shed he would like to donate. Commissioner Koepernik will visit the site and report back to the Commission regarding the structure at the next meeting. II. OLD BUSINESS S A. Heritage Resource Plaques - Status Report Commissioner Landsness noted that she had been contacted by Mrs_ Mauldin regarding the placque. She will be having an open house on September 10 and would S 1 Heritage Preservation Minutes, 8119!87 Page 2 like the plaque at that time. Commissioners Uoester and Landsness will schedule plaque ceremonies for the next Z-4 weeks. B. Heritage Resource Inventory The COMM1SSlOn continued working on the inventory forms, completing the preliminary review of items X37 - 45. III. ITEMS INITIRTED BY THE COMMISSION Mayor Don Peterson arrived at 3_4O p.m., noting that Chairman Heid had incited him to come to the meeting to discuss concerns about the Marsh-Metzger house on Big Basin Way. He expressed his concern that the Planning and Heritage Commissioners needed to work together to resolve issues, and that the Heritage Commission needed to 6e a part of the process of reviewing applications involving historic properties. He asked about the status of the inventory and possible incentives for owners of heritage resources. • Commissioners responded that the inventory should be finished by the beginning of 198$, and that it would be forwarded to the City Council for adoption along with suggested protective regulations and incentives, Commissioner Tyrrell discussed the need for the Heritage Commission to be involved in the review process, particularly in light of the Marsh-Metzger house situation. In response to a question from the Mayor, U. Young noted that there is currently no mechanism to allow Heritage Commisson review of applications except when a desionated resource was involved. The Marsh-Metzger application was shown to the Commission as a courtesy, after staff discovered a historic house was involved. Mayor Peterson expressed concern about keeping track of properties on the inventory in the interim, before the list was adopted and new regulations in place. Fie noted he would be discussing the Marsh-Metzger situation at the Council meeting that evening, and would ask the Council to give staff direction to make the inventory list available to the Planning and Building Departments as soon as possible. Projects involving historic structures could then be monitored more closely. He thanked the Commission for the opportunity to discuss the issue with them, and encouraged them to complete the inventory as expeditiously as possible. ;~ Heritage Preservation Minutes, 8t19t87 Page 3 IU. ADJDURNMENT The meeting was adjourned at 5_00 p.m. The next meeting will be held on Wednesday, September 2 at 3_00 p.m. Respectfully submitted, Valerie Young Secretary to Commission C~ -, -, SARATOGA HERITAGE P12ESERVATION COMMISSION ITEM #19 - SI6NIFIC~3NCE #51 - THOMY'S HOUSE This quaint cottage and adjacent guest house were built in the 1870's by early Saratoga carpenter Ludwig Thomy, and pehaps with the assistance of his son Franic_ The redwood used in their construction is believed to have been cut and milled in Sig Basin_ Family decendants occupied the cottage until the late 1970 `s. Mrs_ Phillips, the current owner has stated that underneath the wallpaper she found pages from old newspapers including some from the Illustrated Family Herald dated 1888 and published in Augusta, Maine_ SOURCES: Florence Cunningham,Saratoga's First Hundred Years-19E's7 Heritage Resource Inventory, Santa Clara County-19 T9 Jean Tartt, Previous Owner Sybill Yhillps, Present Owner Melita Oden, Historian, Saratoga Historical Foundation #52 - J_ C_ CUIVNIN6ilA1'i HOUSE This pioneer style house was built in 1889 by J. C_ Cunningham and the present occupant is his daughter-in-law_ SOURCE_Heritage Resource Inventory, Santa Clara County-19?3 #53 - E_ M_ CUN1VfIRTGHAM HOUSE This charming house was built by Ebenezer M_ Cunninghama in 1882_ He and his wife Amanda. had previously lived in Suisvn Valley in Solano County_They were charter members of the Methodist Church in Saratoga and active in building the community_ Mr_ Cunningham was also a successful horticulturist and one of the pioneers in the valley to raise fruit_~'~I brother, Luther Cunningham, invented the Cunningham prune dipper in 1889 which was a forerunner invention of the organization of the Food Machinery Corporation_ Further inventions of machines used in the dried fruit business (including a grinder with complete processor, pulverizer and land roller) were developed in a -2- partnership named Cunningham and Burngrower, which was eventually incorporated as Anderson-Burngrower Manufacturing Company, and then merged with the Bean Spray Pump Company into. FMC in 1928_ Another brother, Carson Cunningham,. was a deputy road master for Saratoga_ E_M_ Cunnigham while serving as a trustee of Madronia Cemetery was instrumental in its preservation by leading the formation of a cemetery district by the Santa Clara County Board of Supervisors_ Subsequently, his son, Charles, wrote a complete history of Madronia in 1961 which is on file in the Saratoga Historical Foundation a~ the San Jose State House Pluseum_. Charles is also remembered for his early garticipation in founding the Men`s Club in 1921 which then aided young boys in Saratoga_ The Cunningham's daughter, Florence, graduated from college as a teacher and then turned to her avocation and life's work in historical research on the Santa Clara ~lallsy_ Throughout life she continually livied in her family home_ She served as chair of the history and landmarks committee of the Saratogas Foothill Club and was instrumental in forming the Saratoga Historical Foundation in 1960_ Her legacy to the Saratoga Community after being laid to rest with her parents in Madronia Cemtery in 1965 was the material collected over many years which was assembled and published in 1967 in SARAT06A`S..First Hundred.Years_ SOURCEScFlorence Cunningham,SA~tATO6A'S First. Hundred Year-1967 Santa Clara County,Heritage Resource Inventory-1979 #~54 - MEASON HOUSE. This triangular shaped house was built in the 1880's for the t7eason family by Willis Morrison, the father of Mrs_ John Cox of the pioneer Cox family_ SOURCE=Santa Clara County, Heritage Resource Inv~entary-1979 #55 - Mc6REW/ATKINS0N HOUSE This attractivoe.setting and living environment was originally the home of G_W. McGrew, invalid poet in the 1880's and -3- • .believed to have been Saratoga's first poet, He was buried in Madonia Cemetery in a quaint marble enclosed grave, Some also believe that this home may have been a preliminary or iterim residing place of Mrs, Mary Ann Day Brown, d~ohn Brown.'s widow, during her years in Saratoga which iwere bet;reern 1881 and 1883 _ SOURCE=Florence Cunningham,SARAT~'S First Hundred Years-1967 Santa ,Clara County, Heritage. Resource Inventory-1975 Halite Oden, Historian #56 - CRO~LL HOUSE This large two-story house and surrounding grounds. is located on the site of one of Saratoga's earliest rashes. It was the mansion-estate of the Cror.~ll Easily who were also Isnown for their moonlight garden-parties and excellent musical programs, These were quite fashionable affairs attended by large numbers of the elite of the valley, SOURCES.Florence Cunningham,SARAT(MiA'S First Hundred Years-1967 Santa Clara Count, Heritage Resource Inventory-1979 #57 - HAYFIELD CARETA~RlGARA6E BUILDII~ Built at the entrance and as a gatehouse for the Hayfield House, it also served as a servant's quarters, SOURCE: Florence Cunningham:,SARAT06A'S First Hundred Years-1967 Santa Clara County~Heritage.Resource Inventory-1979 -4- • S5$ - HAYFIELD HOUSE This residence was designed by architecht Julia P'gorgan, and built in 1920 for Mr_ and Mrs_ Chauncy Goodrich_ The mansion is situated on a a knoll in a 17 acre estate The Goodrich's may hac~ been decendants of Edward-E_ Goodrich who in 1882 received title for the olive farm which was preiously planted and cultivated by Don Jose Ramon Arguello on a portion of his Quito grant_ SOURCE.Florence Cunningham,SARAT06A'S First Hundred Years 1967 Santa Clara Count y, Heritage Resource Inv+antory-1979 °#59 - WEBSTER/SUTRO HOUSE This lavish living environment and con~lmentary setting was built during the construction of large estates in the early • 1900'x_ SOURCE= Pielita Oden, Historian #t30 - RANCO BELLA VISTA This r'iediterranean style house w~ designed by Willis Poly and was built on the site of the old Frank Farwell ranch_ Farwell was Saratoga's beloved and-outstanding pioz~eer ~o first. arrived in 1856. and then mined for gold in the Sierra. and Nevada Counties and was. a San Francisco.businesssan_ Later he was a Saratoga rancher, and dedicated and enthusiatic com~nity leader_ He was involved with tine Congrgational Church, Improvement Club, a school trustee, and associated frith the. i9adronia Cemetery, Blossom Festival and Saratoga Missionary settlement_ The Rancho's original owners, Mr_ and Mrs_ Charles D. Blaney were cousins of the Farwells' and Charles Blaney was chairman of the State's first highway co~ission_ The Blaney's wero vQry hospitable, civic minded people who gav® ge~rously of their -5- • time and money to community programs, were involved in politics, philanthropy and cultural activities_ Mrs_ Blaney served as her oT.m landsape gardener and frith the help of professionals, her gardens beca~s a Saratoga shovplace_ She was also one of the first suFfragettes_ Later, the property was that home of Mrs_ Blaney's sister, Edith Kirkwood and then Mrs_ Kirkvood's son, Robert, a California Assemblyman and Later the State's Controller_ Critics said of the architect's work, and of Ranch Bella Vista, that "this was Willis Polk's greatest contributuion to American architecture" Further, the illustrious artiist and popular critic, Bruce Porter, enchanted frith the classic structure and landscaped gardens, sumed up the creative-originality of the estate and said, "It might hays.been there forev8r or. it might only be a dream_ ° SOURCE:Butler's, Valley of Santa Clara-i975 Florence Cunningham,SARATOGA'S First Humored Years-i9fi7 Santa Clara Count y, Heritage Resource Inventory-1979 Showcase Mansion'79 Times-Observor, April ifl,i979 • u State of California -The Resources Agency DEPARTMENT OF PARKS AND RECREATION - HISTORIC RESOURCES INVENTORY • Ser. No. HABS HAER Loc SHL No. UTM: A B - NR Status C D IDENTIFICATION --. 1. Common name: 2. Historic name: Hale Estate 3. Street or rural address: 20252 Hill Aveneue I . _ i CitX Saratoga Zip 95070 County Santa Clara 4. Parcel number: 5. Present Owner: Address: x City Zip Ownership is: Public Private ~ vacant residence 6.. Present Use: Original use: • DESCRIPTION 7a. Architectural style: Mediterranean ~ - 7b. .Briefly describe the present physics/ appearance of the site or structure and describe any major alterations from its original condition:. The house is a sprawling one story Mediterranean villa with a red the roof. The arched front door is approached by a covered stairway :from the ground level. Windows are unbalanced, almost random in location, and include two large arched windows to the left of the front door. The house sits in extensive grounds, now considerably overgrown. In addition to-the main house there is a gatehouse at the entrance to. the property of the same style as the main .house, built of pink stucco with a red.tile roof.: There are also extensive garages, to the right of the main house, approached through a square gate way. 8. Construction date: Estimated,~_ Factual 9. Architect unknown 10. Builder unknown 11. Approx., property size .(in feet) Frontage Depth or approx. acreage, 1.786 i • 12. Date(s) of enclosed photograph(s) 4 1. 13. Condition: Excellent -Good Fair~~ Deteriorated No longer inexistence 14. Alterations: The interior of the house was extensively remodled within the last ten years -the exterior appears original • 15. Surroundings: (Check more than one if necessary) Open land Scattered buildings ~_ Densely built-up Residential .Industrial Commercial Other: 16. Threats to site: None known-Private development Zoning Vandalism Public Works project Other: Property is currently~or sale - status unknown 17. Is the structure: On its original site? Moved? Unknown? a~ 18. Related features: SIGNIFICANCE 19. Briefly state historical and/or architectural importance (include dates, events, and persons associated with the site.) 2Q. Main theme of the historic resource: (If more than one is checked, number in order of importance.) Architecture x Arts & Leisure Economic/Industrial -Exploration/Settlement Government .Military Religion Social/Education 21. Sources (List books, documents, surveys, personal interviews and their dates). ~ ,. 22. Date form prepared By (name) Elizabeth nsnes Organization~aratr,ga NPrI tagP ('omm Address: -City Zip • - Phone• Locational sketch map (draw and label site and surrounding streets, roads, and prominent landmarks): NORTH • ~- = State of California -The Resources Agency DEPARTMENT OF PARKS AND RECREATION HISTORIC RESOURCES INVENTORY • IDENTIFICATION 1. Common name: Kerwin Home Ser. No. HAGS HAER Loc SHL No. NR Status UTM: A C B p 2. Historic name: Reynolds Ranch 3. Street or rural address: 13 616 F r u i t v a l e Ave . City Saratos?a Zip County Santa Clara 4. Parcel number: 3 91-10-10 0 5. Present Owner: L e o n i e T. Kerwin Address: same City Zip Ownership is: Public Private x 6. Present Use: _ residence-fruit ranch Original use: residence=fruit ranch DESCRIPTION 7a. Architectural style: farmhouse 7b. Briefly.describe the present physics/appearance of the site or structure and describe any major alterations from its original condition: The house sits near the south-east corner of an orchard, closely surrounded by heavily overgrown trees and shrubs.- Zt.is a one story farm house with a shallow front.por_ch extending across the entire width of the front. The roof line extends over the porch ; which is supported by four square wooden columns. A narrow front door is centerd in this wall and is flanked by two narrow but deep double hung windows. There is a second porch on the north side of the house, extending about 2/3 of the length .of this side supported"by three columns and giving access to the house through a screened.door..-.The house is painted white with brick red-brown trim. -The roof appears to be modern composition .shingles. ~,~d the sidin~ o~ routed wooden•_b-o rds~ '" ere is a se on structure near•t~ie ouse which is two stories.f.or 2 its area and.a single story for~the rest. The. single ,story wing contains sliding wodden barn doors, and appears.to.have. been .a. barn or fruit shed originally 8. Construction date: . Estimated 1 R 71 Factual 9. Architect • 10. Builder i 11. Approx. property size .(in feet) Frontage ~ Depth or approx. acreaye.]r~„~~~~ . ~ _. 12. Date(s) of enclosed photograph(s) 13. Condition: Excellent -Good Fair_~ Deteriorated No longer in existence 14. Alterations: r0rf of mn(iPrn matar;a~~ no other alterations a pparent 15. Surroundings: (Check more than one if necessary) Open land Scattered buildings Densely built-up ~ • Residential Industrial Commercial Other: n r r• h a r d 16.. Threats to site: None known_Private development_~ Zoning Vandalism Public Works project Other:r,nrr;nn of nrr-haul haG r Antly been developed 17. Is the structure: On its original site? x Moved? Unknown? 18. Related features: last residential- ranch property still privately worked in Saratoga SIGNIFICANCE 19. Briefly state historical and/or architectural importance (include dates, events, and persons associated with the site.) The home was built in 1871 by Thomas Reynolds. Reynolds daughter married John B. Kerwin, and they had vineyards on the property. Their descendents still own the property today. There is, a photograph identified as having been taken at the. house, probably in the 1890's, on p. 216 of SaratoQa's First Hundred Years. 20. Main theme of the historic resource: (If more than one is checked, number in order of importance.) Architecture Arts & Leisure Economic/Industrial x Exploration/Settlement Government Military Religion Social/Education 21. Sources (List books, documents, surveys, personal interviews and their dates). County Inventory. Interview with Meli1 oden, feb.-March 1985, Saratoga's First Hundred Years by Florence Cunningham (1967) 22. Date form prepared _A u g u s t 19 8 7 By (name)ulizabeth Ansnes Organization ~arat_oga Heritage Comm Address- City Zip Phone: Locational sketch map (draw and label site and surrounding streets, roads, and prominent landmarks): NORTH Ea ,t~ • ~~B C~ ~~ Ri~~~9il~D AU!; 2 ~~ 198 Community Preservation Organization Effectiveness Progr .~ ~ .. __ ANNING DEPT. he regional offices of the Na- tional Trust have launched a new initiative, the Community Preserva- ' pion Organization Effectiveness Pro- gram, to support and strengthen organized preservation efforts at the local level. Over atwo-year period each regional office will work with a minimum of five local preservation or- ganizations to enhance their capacity to serve their communities. The proj- ect will identify factors contributing to the effectiveness of local preserva- tion groups. These and other findings will be documented in a resource guide. To implement the first stage of the program, the National Trust has se- lected 15 community preservation or- National Park Service Works With States To Simplify Funding Formula ®n July 21-22, representatives from state historic preservation offices (SHPOs~ met with National Park Service (NPS~ officials at the Na- tional Trust to review the mechaiucs and logic of the apportionment for- mula, the method by which a SHPO's annual allocation from the Historic Preservation Fund (HPF) is deter- mined. The meeting was convened by Pat Tiller, the new Chief of Planning at NPS, in response to SHPOs having voted in March to establish a task force to examine the apportionment formula. Many regard the apportionment for- mula as unduly complex and un- workable. Lloyd Childers, chair of the National Conference of State Historic Preservation Officers' Program Ad- ministration Committee, which over- sees the apportionment formula, says that much of the problem stems from the formula having been designed and implemented when SHPOs were re- ceiving $50-60 million appropria- tions. The formula has been a means of support for basic program activities and allows competition among states to improve performance. However, the logic behind the approach changed when funding decreased, thereby di- minishing the funds available for com- petition. In 1987, for example, 75 percent ($15 million) of the HPF was designated for basic program activities and only 25 percent ($5 million) was allocated for performance. As Childers remarked, "The root of the problem is not the way we divide the money, but that there's not enough money to go around:' At the July meeting, tentative agree- ment was reached to base the formula on athree-tiered scale. Appropriations of $20 million or less would be di- ganizations to participate in the project. The organizations represent urban, small city and rural commu- nities in all parts of the United States. Five of the groups have one or more full-time paid staff. Two have part- time paid executive directors, while the remaining seven rely on volunteers. Regional staff will collect baseline information on both the organization and the community, and will conduct goals and objectives workshops for boards and staff. The Trust will work with each organization's leadership to identify one or two areas in which the organization requires ongoing technical assistance. deTee] Patterson Tiller. vided according to states' three-year averages of past performance. Addi- tional funding up to S25 million would be divided equally based on states' land and population. Monies above $25 million would be tied to performance factors. The proposal will be reviewed by SHPOs at their next quarterly meeting in Jackson Hole, Wyo., September 12-14, 1987. National Trust for Historic Preservation t~ugust 1987 Vol. 1, No. 1 The Nazareth Academy, 1906, is in Victoria, Tex., one of IS communities assisted by program. • Utah students are interested in neighborhood preservation as a result of their participation in the educational program sponsored by the Utah Heritage Foundation. The Historic Sourh Dakota Foundation assisted the preservation of this building in the Rapid City Historic Commercial District with a loan from its revolving fund. Utah Heritage tah Heritage Foundation's (UHF) pilot program for career teachers was recently featured in the Heritage Education Quarterly (see Worth Knowing, page 8~. This out- reach program, designed to make her- itage education materials available to financially strapped school districts, enables teachers to purchase any of UHF's 15 slide programs and class- room kits at cost. Focused on Utah history and architecture, the materials are designed for specific grade levels. Teachers who take advantage of the of- ferare encouraged to share the mate- rials with other teachers in their school district. Preservation Maryland reservation Maryland (PM) has established a new administrative services program, which combines in- come generation with efforts to strengthen local organizations. Work- ingunder contract, PM staff perform a variety of administrative functions. Services provided range from use of PM's telephone number and mailing address to preparation of minutes, meeting arrangements, financial rec- ord-keeping, mailing list maintenance and assistance with publicity for spe- cial events. In addition to reimburse- ment for expenses incurred, the fee scale is tied to the level of service pro- vided. In operation less tltarr a year, the PM administrative ~rv~ices pro- gramhas two local client groups un- dercontract and expects to enroll two more local preservation organizations shortly. Historic South Dakota Foundation he Historic South I?akota Foun- dation (HSDF) received a record number of loan requests at its May meeting, indicating that efforts to in- crease the accessibility of its revolving loan fund have been successful. In addition to streamlining credit and application forms, the foundation eliminated its match requiaerrtent, in- creased the maximum loan amount from SS,000 to S15,000 and extended the repayment period from five. to seven years. A second phase of the loan program evaluation will focus on monitoring and certification of proj- ects supported with HSDF loan funds. New Statewides hree new statewide preservation organizations have emerged this year. Forty Alabama preservationists organized the new Alabarrta Preserva- tion Alliance in late January with a strong endorsement from the Ala- bama Historical Commission. Lewis McCray of Tuscaloosa will serve as the group's first president. Nevada also began the year by form- ing its first statewide preservation or- ganization. Nevada Heritage aspires to serve as a cultural heritage informa- tion network. National Trust Advisor Ana Beth Koval of Carson City is the founding president. The Nebraska Preservation Council, Inc., chaired by Omaha lawyer Greg Jahn, intends to foster preservation at the local level by forming and assisting community preservation organiza- tions. The council's goal is to organize preservation groups in 12 commu- nities by the end of the summer. n Assistance Needed With Continuing Lobby for Tax Credits he Committee for the Future In- vestment in America's Past is lob- bying in Congress to ensure that the rehabilitation tax credits are an effec- tive method of achieving preservation objectives. The committee, a lobbying coalition made up of representatives from organizations such as the Na- tional Trust, Preservation Action, the American Institute of Architects, and the National Conference of State His- toric Preservation Officers, the real es- tate community, accountants and attorneys, is working with congres- sional staff members to explore ways in which the rehabilitation tax credits and the low-income housing credits can be administered to encourage housing projects and the rehabilitation of historic buildings. The Tax Reform Act's "passive ac- tivity" rules have significantly limited the number of projects that will be un- dertaken to create low-income hous- ing and preserve National Register buildings. Generally, the effect of the passive activity rules is to limit an in- dividual taxpayer to a maximum credit of $7000 in any one year. Inves- tors earning more than $250,000 a year maybe unable to use the credits at all. The committee is exploring ways to combine forces with the low- income housing lobby and convince Congress to make amendments that will regain the momentum of historic rehabilitation activity. Although National Park Service data indicates a significant drop off in the number of projects submitted for rehabilitation certification, the com- mittee needs documentation of spe- cificprojects that are threatened or have been abandoned or changed as a result of the passive activity rules. Members can assist this critical lob- bying effort by providing descriptions of projects that have been affected by the tax law changes. State and local preservation organizations should re- quest their individual tnembers to doc- ument such projects. Retention of the More Deposits into Historic Preservation Fund Congressman Bruce Vento, chairman of the House Subcommittee on National Parks and Public Lands, introduced a bill to authorize more deposits to the Historic Preservation Fund. earings on the reauthorization of additional deposits to the Historic Preservation Fund were held before the House Subcommittee on National Parks and Public Lands on May 21, 1987. Bills have been intro- duced in the House and Senate to au- thorize these funds: HR1744 was introduced by Congressmen Bruce F. vento (D Minna, and Morris Udall (D Ariz.) and others; S587 was introduced by Sen. Bennett Johnson (D. La.~. The House.bill would extend the auto- matic authorizations for five more years; the Senate bill would limit the extension to three years. , Although the Historic Preservation Fund currently includes one billion dollars.that have not been appropri- ated, the testimony supported the need to continue authorizing funds so that future appropriations will ade- quately support the national preserva- tion program. Rehab of Confederate Printing Press, Columbia, S.C. was put on hold. rehabilitation tax credit was an impor- tant victory, but preservationists must continue to lobby to translate the credit into one that encourages the re- habilitation of historic buildings. Please send documentation of proj- ects to J. Jackson Walter, President, National Trust. Proposed Housing ' Legislation enator Alan Cranston (D Calif., S Chairman of the Senate Subcom- mittee on Housing and Urban Affairs, will be conducting a review of housing problems and federal policy, including drafting of legislation that would en- sure "housing for everyone who needs it within a generation ~ He would like to have the bill enacted by the time a new president takes office in 1989. In developing the legislation, the . .. subcommittee will ask advocacy groups for their views. Sen. Cranston has appointed James Rouse-devel- oper of Boston's Faneuil Hall and founder of the Enterprise Foundation - to head a task Force to make recom- mendations. The process will allow preservationists to emphasize the role of historic preservation in creating af- fordable housing. This column will cover future developments. r~ U i~ J People in Preservation ive well-known names in preser- vation have pooled their talents to offer a wide range of professional pres- ervationservices through their new firm Buchanan, Seale, Phillips, Welsh & Oppermann. Paul Buchanan is for- mer Director of Architectural Re- search at Colonial Williamsburg with more than 30 years of experience in 18th- and 19th-century construction practices. William Seale is a noted scholar and author of numerous books on architectural history, including his latest, highly acclaimed book, The President's House (White House His- torical Association, 1986). Charles Phillips is former Director of Restora- tion at Old Salem, Inc., and restora- tion architect for such projects as Gunston Hall, Stratford Hall and the Brice House in Annapolis. Frank Welsh is a paint conservator whose analyses have included the Abraham Lincoln House in Springfield, Ill., Washington's Headquarters at Valley Forge, Pa. and Monticello. Joseph Oppermann is former Texas Deputy SHPO and architectural partner with Charles Phillips. The firm's address is 1134-A Burke Street, Winston-Salem, N.C. 27101. Patricia Weslowski, Director of the Conservation Center at the Society for the Preservation of New England An- tiquities and former Massachusetts state historic preservation officer, was recently elected president of Historic Massachusetts, Inc., the statewide or- ganization. In addition, Pat continues to teach on a part-time basis at Boston University's preservation studies program. Pannell Kerr Forster (PKF), the na- tion's 13th largest public accounting firm, has acquired Shlaes and Com- pany, aChicago firm recognized for its preservation expertise. According to the firm's principals, Jared Shlaes and Richard Roddewig, the acquisition will enlarge the scope of services the firm currently offers by combining Shlaes and Company's expertise in law, planning and real estate with PKF's ac- counting and tax specialties. In addi- tion, PKF has extensive experience in tourism and hospitality analyses, areas of prime importance in generating support for preservation activities. Douglas Harbit has joined the Na- tional Trust as director of the Office of Financial Services. His appointment coincided with the Trust's comprehen- sive review of its grant and loan pro- grams. Before moving to Washington, Harbit was vice president of Carley Capital Group in Newport News, Va., where he was responsible for property acquisition, financing and marketing of completed projects. He has also worked in positions in economic de- velopment for the cities of Newport News and Oakland, Calif. Preservationists are making head- way at the American Association for State and Local History (AASLH), based in Nashville. Linda Ellsworth, director of the National Trust's Mid- Atlantic Regional Office in Phila- delphia, was elected president of AASLH last September for atwo-year term. The new executive director of AASLH is Larry Tise, formerly head of the Pennsylvania Historical and Museum Commission and Pennsyl- vania SHPQ Christopher Duerksen has joined the staff of the Enterprise Foundation, which was established by James Rouse to fund low-income housing projects throughout the United States. Chris will serve as Director of Resource Development for the Columbia, Md. based foundation. One of historic preservation's strongest links to the conservation community, Duerksen was senior associate at the Conserva- tion Foundation for nine years and editor of A Handbook on Historic Preservation Law (The Conservation Foundation and National Center for Preservation Law, 1983). J . i.,_, ~. i1 ; Y, i William Seale. Joseph Opperman, Charles Phillips, Paul Buchanan and Frank Welsh -preservation experts- form anew consulting group. Above: Dick Roddewig and Jerry Shlaes have joined forces with a national accounting firm. Below: Linda Ellsworth, T}~ust Mid-Atlantic Regional Director and current president of AASLH. • Organizing to Save Religious Properties reservationistsfyom around the country gathered in Philadelphia on June 7-8 to address the issues in- volved in saving religious properties. Hosted by the Philadelphia Historic Preservation Corporation, the New York Landmarks Conservancy and Historic Boston, Inc., the meeting quickly focused on finding concil- iatory approaches and cooperative ventures that highlight the benefits of preservation. Landmark designation and proper maintenance of historic religious prop- erties have emerged as among the most urgent issues in preservation to- day. Faced with declining endowments and rising costs, many churches and synagogues, particularly in the inner city, struggle with the choice between tending to spiritual and social needs within the community and steering funds to building maintenance and repair. The preservation of religious struc- tures is strongly affected by laws and attitudes firmly grounded in the doc- trine of separation of church and state. Should churches be exempt from land- mark designation? Can government assist in raising funds or finding re- sources for repair and maintenance of religious structures? Are preserva- tionists reluctant to become involved with the operation and management of ministries? The conference concluded that a co- operative, if cautious, spirit usually prevails between preservation and re- ligious leaders. It is precisely this mood that must be maintained if pres- ervationists are to succeed in con- vincing the religious community that its properties contribute to the overall quality of an area. In reviewing the legal issues, John Sexton of New York University Law School expressed his conviction that the courts will ultimately uphold land- mark designation. Such a victory may equate with winning the battle but losing the war if preservationists are seen as forcing designation with little regard for the social issues at stake. The Rev Thomas F. Pike, rector of New York City's Calvary/St. George's Episcopal Church and past president of the Preservation League of New York State, discussed three basic con- cerns of the clergy: (1) in theological terms, preservation may be perceived as idolatry of buildings; (2) preserva- tionists cannot place a building's needs before human needs; and (3J preserva- tion is viewed as a threat to the inde- pendence and constitutional rights of the religious community. Such resist- ance emphasizes the need for preserva- tionists to devise a strategy that will allay clergy's fears. One meeting participant compared the current situation to similar issues in the past involving train stations, bridges and government buildings. Seemingly irreconcilable differences with railroad companies and govern- ment agencies often have been over- come through education and properly directed media efforts. The consensus of the conference was that if progress is to be made with church officials, it will be achieved through mediation, not confrontation. An informal committee was formed to synchronize the efforts of the group. Seven subcommittees were established to examine the following areas: ® technical assistance ® partnerships with religious community ® broader benefits of church preserva- tion (e.g., jobs, neighborhood stabiliza- tion and development] ® fund-raising for repair and maintenance ® press and public relations ® legal issues ® establishing a legislative agenda As a prelude to a major conference next April, the Philadelphia meeting served as the first step in identifying the issues, coordinating efforts within the preservation community and clar- ifying the preservation perspective to religious leaders and the public. The conference will be assisted by a $22,500 grant from the National Trust's Critical Issues Fund. A gener- ous, 3-year grant of over $500,000 from the William Penn Foundation has supported the Philadelphia His- toric Preservation Corporation's over- allefforts in the preservation of religious properties. Members who would like to assist the group's ongo- ing activities should contact A. Robert Jaeger, Philadelphia Historic Preserva- tion Corporation, One East Penn Square, Philadelphia, Pa. 19107. Halloween Moneymaker hristmas tours are well-estab- lished publicity and fund-raising techniques for many communities and historic house museums, but the Pres- ervation Club at Mary Washington College in Fredericksburg, Va., sees more green at Halloween. In 1985, the club organized an eve- ning walking tour of "haunted" his- toric sites the weekend before Halloween. The tour, called Ghost Walk, is run by about 40 students, most of whom are members of the Preservation Club. Eight sites within a two-mile radius are visited by groups of 30 people carrying flashlights. At each stop, students dressed in costume greet the tour, explain the history of the site and relate the site's ghost story. At St. George's Church, the groups en- tered the candlelit interior and were led to pews while an organist played Bach fugues from the balcony. The tour ends with refreshments at the Rising Sun Tavern, apre-Revolution- ary structure frequented by George Washington. Ghost Walk has been a highly suc- cessful venture. The club expected 90 participants the first year and ended up with 200 people. Last year, Ghost Walk was offered on two nights and more than 400 people signed up, with others waiting to fill cancellations. 4' Y~ -, '~~ > rtl, 1 ,_ flj ~ `:'1' ~ ,. - ` ~~. r ~l• f~r•,~~ y. J i ~~~r _ / ~ ' 1~. , 1 ~ ~ ~- ~ __ ^"' ~' . `~`~.~~. Ij~ ~~} ~' 1 ~~- ~ .,~ ;sit ~., ~~~~ '';~ j i~ ~ ~!~ ~i\ ~~ ~ . i f t 5~,, \~ ,. ~-s ~l \'~ '' - - I ~ ~ ,l~. ~. tf i ~`~ i • --, - .. ..-._-...Y.S~ .. ~. .. ~ ~ Above: The "Edna E. Lockwood," drying her sails. Historic ships have been inventoried as part of the Maritime Initiative. Below: A computerized national inventory o~historic shipwrecks is an important part o~ the Maritime Initiative. 0 d U ~: 0 Q U Z s Maritime Initiative he "National Maritime Initia- tive" is a term coined by the Na- tional Park Service to describe cooperative activities of the Park Serv- ice, the National Trust and the mar- itime community that address the needs of historic maritime resources. The Initiative is the direct result of a request by Congress that the Park Service "in cooperation with the mar- itime preservation community and the National Trust for Historic Preserva- tion ... conduct a survey of historic maritime resources, including those of the Park Service, recommend stand- ards and priorities for the preservation of these resources; and recommend the appropriate federal and private sec- tor roles in addressing these priorities." During the past two years, impor- tant progress has been made in meet- ing the objectives of the congressional mandate. Maritime activities at the National Trust and the Park Service are also being intensified as a result of a FY87 allocation of $255,000 for this purpose. Specific achievements of the Mar- itime Initiative include: ® the completion of a computerized inventory of 2S0 preserved historic vessels that are over 50 years in age and 40 feet in length, including a re- view ofeach vessel's significance by a panel of experts ~ preparation of criteria for nominat- ing historic vessels and wrecks to the National Register of Historic Places National Register Bulletin #20) ®preparation of guidelines for docu- menting historic maritime resources including the "lifting of the lines" of vessels, research using uniquely mar- itime records and artifacts and the re- cording of intangible resources such as maritime skills and folklore o development of recommendations concerning minimum state standards for the management of historic shipwrecks J E m a t U Activities currently under way include: ® extension of the computerized in- ventory process to other resources in- cluding shipwrecks, landbased structures such as lighthouses, intan- gible resources and small craft ~ preparation of detailed standards and guidelines for the preservation of large vessels ® review of the issues facing maritime preservation, the magnitude of the need for preservation assistance, ap- propriate public and private sector roles and potential sources of future support A specific outcome of the effort has been the preparation of a report to Congress by the Committee on the Survey and Inventory of Historic Mar- itime Resources, convened by the Na- tional Trust. The report recommends that a Maritime Heritage Fund be es- tablished to raise S100 million in pub- lic and private assistance for the protection of scarce maritime re- sources. This proposal, which has widespread support among maritime preservationists, has been taken as a specific challenge by the National Maritime Historical Society. • Annual Preservation Conference. All Forum members are encouraged to send representatives to the National Trust's 41st National Preservation Conference in Washington, D C., October 7-ll. Educational sessions will include subjects such as Design, Growth Management, Historic Dis- tricts and Historic Landscapes. This conference will have exciting tours and special events as we celebrate "Landmarks of Democracy" during the Bicentennial of the Constitution. See the August issue of Preservation News for conference registration materials. Professional Management Training. On October 6, the National Trust's Office of Preservation Services and the National Council of Preservation Ex- ecutives will cosponsor a Preservation Management Workshop. The four- hourworkshop will include basic and advanced sessions on financial man- agement and fund-raising. There will be no additional charge beyond the conference fee, but advanced registra- tion will be required and limited to current members of the Preservation Forum (formerly the Member Organi- zation Program). Urban Vitality Conference. The National Main Street Center of the National Trust is offering a con- ference on "Bringing Back Urban Vi- tality" in Oakland, Calif., Sept. 28-30. The registration fee is S195 (S145 for NMSC Network members). For more information contact the National Main Street Center at the National Trust. Waterfront Conference. The Water- front Center will conduct Urban Wa- terfronts 87, September 17-19, at the Omni Shoreham Hotel in Washington, D C. The educational sessions of the conference will cover Economic De- velopment, Planning and Design and Programming and Management. John Belle of Beyer Blinder Belle, a National Trust preservation honor award win- ner, will lead a panel on the adaptive use of distinctive waterfront struc- tures. For registration information, contact The Waterfront Center, 1536 44th Street, N.W., Washington, D C. 20007. Realtor Workshops. The National Trust and the National Association of Realtors will sponsor one-day semi- nars on the principles and practices of rehabilitating residential and commer- cial real estate properties. The program will be offered during October at 11 locations throughout the country. Contact the National As- sociation of Realtors (800-874-6500)" for more. information. Museum Management T}'aining. The Office of Museum Programs of the Smithsonian Institution is offer- ing aseries of workshops to introduce, examine and improve professional skills and practices for employees of museums and related institutions. All workshops will be held in Washington, D C. For the 1987-88 workshop cata- log and application requirements, con- tact the Smithsonian Institution, Office of Museum Programs, Arts and Industries Building, Room 2235, Washington, D C. 20560. Annual Meetings and Conferences. ~ Association for Preservation Tech- nology, Annual Meeting, Victoria, British Columbia, September 16-19, (613) 238-1972. ~ American Association for State and Local History, 47th Annual Meeting, Raleigh, N.C., October 4-7, write: AASLH, 172 Second Avenue North, Suite 102, Nashville, Tenn. 37201, (615) 255-2971. ~ Main Street: National Town Meet- ing, Washington, D C., October 5-7. National Main Street Center, 1785 Massachusetts Avenue, N.W, Wash- ington, D C. 20036 (202) 673-4219. ~ US/ICOMOS, 8TH General Assem- bly, Washington, DC., October 7-15. (2A2) 673-4279. Grants/Loans rants from the National Trust's Preservation Services Fund are available to assist with consultant fees, strengthening of management capabilities, con- ferences and educational programs. Eligibility and Amounts: National Trust Forum members that are non- profit organizations or public agen- cies are eligible for grants ranging from S1,000 to S5,000 matched on at least adollar-for-dollar basis. Ap- plication deadline is October 1, 1987, and should be submitted to the member's regional office of the National Trust. National Endowment for the Arts Design Arts Program offers the following grants relating to his- toricpreservation: Design Advancement Grants are available to support projects that advance design through practice, theory research, media and educa- tion. Eligibility and Amounts: Professional designers and other in- dividualswho can contribute to the design field are eligible for grants ranging from $5,000 to $10,000. Nonprofit organizations are eligible for grants ranging from $5,000 to 540,000, on a one-to-one matching basis. Application postmark dead- lines: Organizations: October 1, 1987; Individuals: March 10, 1988. Grants to Organizations Awazd- ing Design Fellowships - Eligi- bility and Amounts: Nonprofit. organizations that have design fel- lowship programs are eligible for grants up to $50,000 on a one-to- one matching basis. Application postmark deadline: March 10, 1988. For more information or for a copy of the 1988 Design Arts Guide- lines, write or phone: Design Arts Program, National Endowment for the Arts, 1100 Pennsylvania Avenue, N.W, Washington, D C. 2A506, (202) 682-5437. Conferences, Workshops and Training Programs • i Books, Publications and Videos Heritage Education Quarterly is a new periodical available by subscrip- tion from the Preservation Library and Resource Center, 498 S. Main Street, Madison, Ga. 30650. $12 per year. A Guide to Tax Advantaged Rehabil- itation provides a comprehensive over- view of federal tax incentives for rehabilitating old and historic build- ings and describes changes made to the incentives by the Tax Reform Act of 1986. Included is the latest informa- tion about the passive activity and transition rules. To order, send a check for $5.50 per copy includes postage and handling) to Tax, National Trust. Historic Preservation: Law and Tax- ation by Tersh Boasberg, Thomas A. Coughlin and Julia H. Miller is a com- prehensive resource for preservation organizations and professionals. (3 vol- umes, looseleaf, 1986, to be updated as needed; $240). Applicable sales tax and shipping fee will be added. Books may be inspected for 30 days with no obli- gation. Aspecial discount of 10 per- cent (price: $216) is available to members of recognized preservation organizations. An additional 10 per- cent discount (price: $192) applies when full payment accompanies the order. Order from Matthew Bender & Co., P.O. Box 989, Dept. DM, Albany, N.Y. 12201-9990 (800-833-3630). Videotape on Leading Preservationist: On May 11, the National Trust hon- oredAntoinette Downing as the 1987 recipient of the Louise du Pont Crowninshield Award. This video highlights her accomplishments, from academic distinction to urban renewal battles. Limited copies of the 13-min- ute video are available to Forum mem- bers who would like to show it to local groups. It is an ideal motivational and educational tool to enlist support for preservation efforts. If your organiza- tion is interested in borrowing the video, please write to the Office of Public Affairs at the National Trust. Awards/Competitions The American Planning Associa- tion (APA) has announced a new award category in its 1988 National Planning Awards competition. The topic, "Planners and the Political Proc- ess -How Planners Make a Dif- ference;' addresses programs or processes that have influenced na- tional, state or local legislative pri- orities and policies to advance planning-related goals and objectives. Application deadline is September 25. For more information and an applica- tion, contact Ellen Pratt, Public Infor- mation Assistant, National Planning Awards, APA, 1776 Massachusetts Ave- nue, N.W., Washington, D.C. 20036 X202) 872-0611. Forum Newsletter is published six limes a year by the National Trust for Historic Preservation. Members of the National Trust's Preservation Forum receive six issues of Forum Newsletter. four issues of Preservation Forum. twelve issues of Preservation News and six issues of Historic Preservation as benefits of membershi .Annual dues are 575.00. to Preservation Forum and Forum Newsletter for $18.00 per year. Application [o Mail a[ Second Class Postage Rates is Pending at Washington, D.C. Postmaster Send address hanlges to the scribe National Trust for Historic Preservation, 1785 Massachusetts Ave., N.W, Washington, D. C. 20036. Copyright ©1987 National Trust for Historic Preservation in the United Stales. Support for the National Trust is provided in part by matching grants from the U.S. Department of the Interior, National Park Service, under provisions of the National Historic Preservation Act of 1966. The opinions expressed are not necessarily those of the U.S. Department of [he Interior. c~ ;~l~~r - - "y - August 1987 Vol. 1, Number 1 National 'Dust for Historic Preservation 1785 Massachusetts Ave, N.W. Washington, DC 20036 (202)673-4296 FIRST CLASS U.S. Postage PAID Washington, D.C. Permit No. 8803 71253534 5 SARATGGA HERITAGE PR:SERVATICN CON~+I SSIGh 13777 FUITVAIE AVEKU~ CITY OF SARATaGA SAR4TOGA CA 95070 • P L A IiT TAT P R A• C T By Clluck Myer, AICP Keeping Tabs on Bed and Breakfasts 1 1V I C lE ning standpoint. Many are not even registered with municipal agencies (perhaps explaining why many hosts prefer to be addressed by their first names. In the last 20 years, how- ever, the country has also seen an influx of larger bid-and- breakfast inns designed as i commercial establishments, and including up to a dozen or more rooms. Although the dis- tinction between the two is hazy, one can safely say that the bed-and-breakfast inn is i primarily a business, while the traditional bed-and-breakfast home is a residence first. ~ An early exalllplc of the former is the "Bed and Br~ak- fast Inn;' opened in San Fran- cisco in 1967 by Bob and Marily An updated version of the old tourist home offers new challenges to local planners. ~~1H~~,~ S ~1~~L1~~ IA~ rJ fp --~ C~__ 4-,~ ~~~ ~l 1 ~ 1~ ^ -~ _~; I r. i' he resurgence of an old tradition has caused some new headaches in public plan- ning agencies around the na- tion. The bed-and-breakfast inn, the classy yet homey way to travel, has become popular among sophisticated travelers. It has also raised some tough, new questions about regulating land use and commercial enter- prise, and where to draw the line between residential and commercial development. l..Olltlllelllal dl'Ift The bed-and-breakfast idea is nothing new. Its roots go back to medieval Europe and be- yond, when, in exchange for a few coins, peasants began open- ing their homes to travelers. And, in Europe, private homes are still commonly opened to travelers when hotels are scarce or full. In the tiny Bavar- ian village of Oberammergau, for example, every home be- comes abed and breakfast when the world-famous Pas- sion Play is being performed. ;Mrs , ~f' 1-. .._r~ ~~_ ~ 1 iS Yw~-~',: ~~ry°„rra~l~~~, ;~11~1 ~~~~~~-~ ~~~ ~v~TE ~'~v~ . 1 NN LIED ~~ I~RGA~F~STI In the United States, some- thing resembling the modern tourist home has been a com- mon form of lodging since colonial times. In this century, however, changing urban forms took travelers off coun- try roads and onto lligh~vays, and motels sprouted up to re- place the tourist homes. Today, we're seeing a revival. Bed and breakfasts have proven to be an especially via- ble alternative to motels in communities hosting major fairs, festivals, or sporting events. Over 200 referral serv- ices now direct travelers to their doors. For the most part, small bed and breakfasts do not present a problem f rom a plan- A VICI't)RGI.i~ Il;rv ~ >.~IZ.E~u{I~n~~r ~n~~ Kavanaugh. The owners pat- terned their inn after the bed and-breakfast inns they hay seen in Wales and Scotland Similar establishments pro liferated in California anc other states in the 1970s. Coastal areas have proved t~ be major spawning ground< with the largest number of inn along the Pacific Coast and th eastern seaboard, particularl in the Maine/Cape Cod reoio: Numbers are also growin along the Great Lakes and o: the Gulf of Mexico. Bernie Tlvo claiv(oot tubs are a feature o(the Ginger6rend Mansion /nn in lerndale, California. 17 ~' L A N N I N G P R A C T I C - E Chester, author of Bed and Breakfast in the Northeast Globe Pequot Press, Chester, Connecticut, 1983, estimates that the total number of bed- and-breakfast accommoda- tions inAmerica jumped from 2,500 to 10,000 between 1980 and 1985. Now, however, there are signs of a slowdown in the gro~.r~th rate. Ken Torbert, comanager of the Gingerbread House in Ferndale, California, suggests that burnout is a cause. One reason may be the frustration that bed-and- breakfastpioneers experienced breaking new bureaucratic round in communities that had misconceptions about this new type of business. Allaying fears "When eve first came to town in 1983, fev\~ Midwesterners knew what a bed-and- breakfast it~n was;' sighs Jean Lawrence, proprietor of the Pebble House in Lakeside, a re- sort lown in southwestern Michigan. "There were only about six in the state. We had to educate the local people and reassure them about our inten- tions:' Lawrence got an informal, verbal okay to open her inn in a residential zone. But then, after she lead begun remodeling, a nervous zoning board ordered her to step; the neighbors, they ~li::>,noticcRCrl: R:1~C[I I3cd & Brcakl;,st Inn said, were worried about noise, traffic, and "undesirable activi- ties:' Their primary fear was that the inn would be a com- mercial resort hotel, which would have destroyed the residential character of the area-a quiet road fronting Lake Michigan. After appearing at a zoning `'~~ - .. Y• - ±~litthttr~ll~ 1i1nl~~r ,. ,. •nm a erernr<rnsr- board meeting and patiently explaining the bed-and- breakfast concept, Lawrence finally won the variance she needed. She was then able to complete remodeling the 1912 house and coachhouse and cot- tagethat constitute the inn; she has spent some X300,000 to date. Convinced by this ex- perience of the need to educate local officials, Lawrence has become active in a four-year- old group called the Lake to Lake Bed-and-Breakfast As- sociation, whose membership includes many of Michigans approximately 200 inns. Lake to Lake has been a dominant force behind proposed new state legislation that would clarify the distinction between bed and breakfasts and conven- tional motels and hotels. In particular, t11e law would liberalize fire code require- ments applying to small inns and would allow meals to be prepared in kitchens that do not meet commercial specifica- tions. Other innkeepers have taken education to a more grass-roots level. Paula Williams, owner of the Whistling Swan in Stan- hope, New Jersey, knocked on _ - _ - ~'' the doors of 27 skeptical neigh- bors to explain the bed-and- breakfast idea. Innkeepers across the country agree that it's up to the bed-and-breakfast entrepreneurs to make sure the local zoning board understands the concept. Anew animal From a public planning stand- point, the major concerns about bed-and-breakfast inns are location, impact, and num- bers. Problems often arise when the structure proposed for an inn is in a residential zon- ingdistrict.Some communities are prepared to deal with these issues, but many are not. One of ti,e first specific bed- f ~~ ~ :a ..., H and-breakfast ordinances was adopted by Santa Cruz, Califor- nia, in 1984. It was spurred by a proposal for an inn in a residential zone. Eventually, af- ter 12 public hearings in front of the planning commission and the city council, the Dar- ling House was approved and the ordinance adopted. The catch is that the law so restricts the number of inns al- lowed in residential areas that no other bed-and-breakfast inn has since been approved in Santa Cruz. The ordinance limits bed-and-brea-kfast inns in residential areas to one every 1,500 feet (or three blocks, whichever is greaten; it also re- quiresthem to be onlarge lots, Maine's Isle au Haut lighthouse has been conve-ted into a B & B. .' ;18 Planning Aubust 1987 P L A 1!T 1\T I 1\T G ~ P R A. C T I C E I i ~i listed on the city's historic building survey, on arterial or collector streets, within 300 feet of the boundary of the zon- ingdistrict, and guaranteed not to result in a net loss of multi- family units. Santa Cruz planner Joe Hall tells other planners looking for a model ordinance, "Dont use ours:' Other tourist areas in Califor- niabegan toproduce their own ordinances at about the same time: the Napa/Sonoma wine country, the Mother Lode/Lake Tahoe area, and greater San Diego. Provisions covered land use and parking, food service, length of stay, safety, and even fees and check-out times. Planners and public officials in other states have adopted policies relating to bed and breakfast lodgings based loosely on those used in Cali- ,~.- -1 ^~ ,1 ~~~ ~ /t~ T{ie Grey Whale Lin was the first B & B in Fort Bragg about 140 mites north o/'San Francisco. fornia. Awell-regarded ordi- nance developed by Petoskey, Michigan, distinguishes clear- ly between srnall bed and breakfasts (a use subordinate to the principal use of a single- - family d~ti~elling~ and larger inns. On the state level, Nfaines regulations-which are re- spected among the owners of bed-and-breakfast inns-pro- vide uniform criteria for decid- •~ DED & ~~ ` ElF~iIFSFAST' ing on the merits of individual laws. Typically, ordinances allow- ing bed-and-breakfast inns in residential districts ~sotne with an overlay zone) require that an owner/manager live on-site ~' and that inn design be compat- ible with the neighborhood. Most ordinances set amaxi- mumnumber of rooms and re- quire aspecific number of parking spaces. Some require ~ special licensing. Rural Calvert County, Maryland, allows bed and breakfasts with no more than two rooms in all zoning areas except wetlands-so Long as they are part of a "dwelling unit" with a resident owner or manager; provide off-stree~ parking; operate through an ap proved bed-and-brealcfas • registry; and are inspected b~ fire and health departments Larger inns must request spe cial exceptions from the zonin; commission. Bed-and-breakfast lobbyist say that great strides have beep made in the last few years it convincing goyernrnent agen Gies to recognize bed-and breakfast inns as a special land use category, rather than lump "Oh, for heaven's sake, Georbe .200 years from ing them in with roomini now, what difference will it make where we slept?" houses and hotels. y ' ? a 19 ~' L A N N I N G I' I~ A C T I C E The frequency issue The most controversial or- dinances are those that regu- late lhenumber ofinns that can exist in a given area. For exam- ple, a 1983 Napa County, Cali- fornia,ordinance allowing inns in residential neighborhoods required them to be 1,500 feet apart. The law also required the 188 inns in business at the time to apply for use permits. ]Many, finding that they didn't qualify under those rules, brought suit; others tried to get around the rules by eliminating breakfast and qualifying as "E;ucsthouses"instead. In response, says James lckcy, dirc~tor of the conscr- ation,development, and plan- ning dcpartmcrt, the county has now decided to rescind the entire ordinance, effectively closing the door to any addi- tional bed and breakfasts. Some innkeepers allege that frequency regulations are the wor'.c of 1}otelimotel lobbyists who fear that bed-and- breakfastinns will cut into the action of the larger lodging fa- cilities. But Eileen Layne of the California I-Iolel and Motel As- sociation staff notes that her membership includes many bed-and-breakfast innkeepers, 7C~E~~ ~E~~ ~~~E A BED 3~ BREAKFAST INN so lobbying against them "would be like slapping our- elves in the face:' As time goes by and the bed- and-breakfastrnarket becomes more of a known quantity, con- cerns about proliferation are dec'.ining. In fact, innkeepers and big hotel owners are learn- ing they aren't even competing for the same market. Bed-and- breakfast proprietors fre- quently refer calls to nearby hotels and motels if a prospec- tive guest is seeking more privacy or more amenities (phone, television, room serv- ice~ than typical inns provide. Meeting codes Most bed-and-breakfast or- dinances specify one parking space per guestroom, plus one or two spaces for the inn- ]ceeper-a requirement that many of the inns find difficult to meet. Ken Torbert and Wendy Hat- field of Ferndale's Gingerbread House had to yank out a historic garden to put in their parking lot. 'And now nobody parks there;' says Torbert. Todd Cleave of Bed and Breakfast San Juan Bautista and Jim Beaver of the Chan- ticleer Inn in Ashland, Oregon, have had similar experiences. "I put in seven new parking spaces, but everyone still parks on the street ° says Cleave. To avoid such problems, Placerville, California, allows for exceptions if yards or land- ~akstreetcSt~~f~a '.s;•.. a'S~t,~,~~.: ~ .x~~, 1 ~ _ ~~'~~ Bed C4 6reekfasl T39 Clnl 4rccl. MhIeM1 Orcaon 47570 150}) Ie7~1r76 scaping around inns must be removed to meet the require- ments. 0 3 Meeting modern building and safety code standards is also difficult for older struc- tures, although houses built be- fore 1930 may qualify for exemptions to the Uniform Building Code. Specific require- ments for installing kitchens and spas have proved espe- cially tricky for innkeepers. In Oregon, for example, a statewide "traveler accommo- dation law" requires separate kitchens and bathrooms for inn employees. And in Sacramento, California, after having received approval under residential codes for his inn, the Amber House, Bill McOm- berwas told that he would have to meet commercial require- ments instead. McOmber fought the revocation for two years, winning in the end, al- though he eventually sold the inn. Ferlydale's Gingerbread hfansion is a study in Victorian. 20 Planning August 198? ;~ The food issue This January, after years of re- search and public meetings, McOmber succeeded in getting bed and breakfasts exempted from state commercial kitchen requirements. California Sen- • ate Bi111981 defines "restricted food service transient oc- cupancy establishments" (in- cluding bed-and-breakfast inns) and excuses them from many of the tough standards previously unposed by the California Uniform Retail Food i Facilities Law. However, local ordinances still apply, includ- ingthe Santa Cruz County bed- at:d-breakfast ordinance, which limits food service to, among other things, "non-potentially hazardous pastries:' A strict ordinance has sty- rniedthe sale of an eight-room inr~ in North Beach, Maryland, on Chesapeake Bay. Only a continental breakfast may be ~ served, according to the law.'A bed and breakfast is not a res- taurant;' says county clerk Betty Freesland. Other conflicts Fire codes are another area of contention. "Our inns are full of antiques. We don't want sprinkler sys- tems;' says Jean Lawrence in Michigan. Even lit red exit signs destroy an inn's ambi- ence, adds Paula Williams, proprietor of the Whistling Swan in New Jersey. An innkeeper in California's wine country spent months refurbishing athree-story man- sion, only to learn at the last minute that the state fire mar- shal wouldrit allow its use un- less ahuge, exterior fire escape was installed. Innkeepers report differ- ences in the level of enforce- P L A T!T N I 1!T ment of local ordinances. Williams says even her exter- nal improvements have never been checked by Stanhope officials, while innkeepers in Ashland, Oregon and Kenne- bunkport, Maine, report unan- nouncedinspections and even Bed and Breakfast U plainclothes police posing as guests to enforce ordinances. Ironically, one of California's most notorious bureaucratic layers hasnt caused bed-and- breakfast inns much distress. The Coastal Commission, which oversees development within 1,000 yards of the shore- line, has supported the de- velop:nenl ofinns that give the public access to the coastline. "We had to follow their guide- lines on erosion control, vege- tation, etc.;'says the proprietor of the Darling House in Santa Cruz, "but basically they didn't pose a problem. Their goal is to use existing structures to pro- A~ C T mote tourist-serving activity, which is exactly what we do:' History in the making The history of bed-and- breakfast inns is'replete with tales of their early owners: land barons, renowned architects, and even Russian counts. On the West Coast, Ambrose Bierce's home is now an inn, and the Stonehouse Inn in Car- mel boasts of having lodged Jack London and Sinclair Lewis. In the East, the old chestnut; "George Washington slept here;' may often be true. Several California bed-and- breakfast inns are the work of noted architects. Willizm Weeks designed the Darling House (formerly the Miff Housed on the West Cliff in Santa Cruz. The Benbow Inn in Garberville was designed by Albert Farr. A room in the May- field House near the Lake Ta- hoearea isnamed for architect Julia Morgan, who vas a fre- quent guest there. ~~~~~ ~•- c„ ~~ A National Hi~lorical landmark In many cases, the structures have been used for activities other than lodgings. San l~ran- cisco's Nob Hill Inn was oper- ated as a brothel during World War II by infamous madam Sally Stanford (later mayor of Sausalito. Ferndale's Ginger- bread Flouse and the Grey Whale Inn in Fort Bragg are both former hospitals. The fact that these historic I C E structures are being put to r;.• use is a community b~ncfit that :oust be weighed by commu- pity leaders and planners when i they consider inn applications. Some localities even. require prospective bed-and-bre~kfasi owners to document a build- ing's history. Insights Many innkeepers sit on loca boards and commissions.'I~,dc Cleave was a planning commis sinner in San Juan Bautist< before becoming its o:ay beci and-breakf.iist innkeeper it 1980. He ended up wt'iting th bed-and-breakfast ordinanc~ for the town when he applies for use permits for his inn. S~ did Bill McOmbcr of 5acr~: memo, whose subsequent e: forts on behalf of Bed an Breakfast Innkeepers of Nortl ern California has led to whole ne~v career in trade a• sociation management. Sim larly, Paula V'lilliams serves o the planning board of Stat hope, New Jersey. Innkeepers advise planner and other local officials to e: tablish clear procedures fe bed-and-breakfast inns befor the first , application i processed. If no such proces exists, potential innkeeper may well pass a to~vn.by, sa} Williams, who searched i several locations for the bey spot for the Whistling Swan. In sum, if planners an innkeepers continue to v:or together, the potential benefi of bed-and-breakfast inns wi be shared by their commu-l ties, as well as by countle: grateful travelers. Copyright 1987 by Chuck Myc AICP. Myer is a senior planner fc Gilroy, California. ~~P (~ue.en .~nnle 4 ~ ~~' Saving and Preserving Arts and Cultural Environments ]804 North Van Ness Los Angeles, California 90028 Telephone: 2131463-1629 • SPACES Purpose SPACES is a national nonprofit arts organization concerned with the identification, documentation and preservation of tT.S. large scale sculptural follc/art environments. It seeks recognition for the creators of contemporary folk/art environments and recognition for the genre. It educates and informs the public and also functions as an arts advocacy group and an informational resource. C®ntemporar~ FolklArt Pnvir®nme>nts The most famous U.S. site is Simon Rodia's Towers in Watts. Folk/art environments are handmade personal spaces, generally with a component of accumulated objects, often those discarded by the broader society. These spaces are almost always associated with the creator's home or business and have developed without formal plans. The sites tend to be immobile, monumental (in amount of components or in scale). The artists owe less allegiance to populaz art tradition and more to personal and cultural experiences, and availability of materials. The artists aze motivated by a desire for personal satisfaction rather than by a desire to produce something marketable or to gain notoriety. Most sites in this country have been developed by people who are in middle to old age, and represent a substantial and sustained comrrutment of time and energy. ~ign~~canee of SPACES SPACES started in 1978 in California because an organization was needed to advocate and take responsibility for the state's many neglected folk/art environments. The need was soon recognized to be a national one. At the time of its founding, SPACES was the only national organization dedicated to preserving environmental art in situ.. That is still true. SPACES does not attempt to directly complete all the preservation work that must be done throughout the country. Rather, SPACES organizes national support for endangered sites, initiates action, develops organizations and encourages individuals on the local level to accept responsibility for sites within their respective areas. SPACES also acts as a clearinghouse far information. SPACES is the only national organization committed to ongoing efforts to gain recognition for these artists while they are alive. The organtzation acts as an advocate and champion for the sites and the artists. SPACES has established this type of art as a widespread phenomenon, and partially because of this, the genre has gained validity, is finding critical acclaim, book and museum exposure, and recognition from such sources as the National Register of Historic Places and the Smithsonian Institution's Archives of • American Art. Contemporary folk/art environments are now viewed as a vital movement within the field of visual expression. A Non Profit Tax Exempt Educational Coryoratian ~ '? 1 SPACES • Programs of SPACES Research Programs include an ongoing national identification program, periodic surveys and projects concerning exhibitions, publications, agencies and individuals and SPACES's extensive archives. The archives is SPACES's lazgest ongoing reseazch program. Educational Programs include a newsletter, exhibitions, lectures and consulting services. Documentation Programs include site documentation and creating survey forms and other information for use at sites. Preservation Programs include community outreach, recognition for the artists, advocacy work and organizing. Newsletter: The organization publishes a newsletter entitled SPACES, Notes on America's Folk/Art Environments, which publicizes events, informs, transmits SPACES research, honors those in the field. Archives: A library and azchives of information on individual sites and artists (including oral histories and maps), information on state and local organizations, and documentation of nontraditional art fill nearly forty linear feet of file drawers. These files include 22,000 photographs and slides. ~~ Since 197, SPACES has accomplished the following: Research -Conducted a national survey of folk/art environments which increased the number of generally known sites from fewer than a dozen to more than 200 -Gathered and organized an extensive archive of information on specific sites as well as applicable state preservation information, and information on the phenomenon worldwide -Reseazched and developed a substantive bibliography of the field -Conducted a survey of museum exhibitions which have included folk/azt environments Education -Lectured at conferences and institutions including The American Folklore Society, College Art Association, Cultural Geographer's Association, the National Conference of Ceramic Art Educators, Seminars on the American Culture -Produced newsletters which highlighted sites in California, North and South Carolina, Wisconsin, transmitted original research and updates on the field -Consulted with magazines and newspapers, scholars and critics, authors and others on the phenomenon-providing information, editing and fact-checking services, and photographs -Engaged in community outreach including television and radio appeazances -Provided internships to college students from Bowling Green University (Ohio) and UCLA -Produced, participated and/or wrote catalog essays in several museum exhibitions including "America Now," sponsored by the United States Information Agency which traveled to Yugoslavia, Hungary and Romania, "Watts Towers" at the Pacific Design Center in Los Angeles, "Divine Disorder" at the Triton Museum in Santa Clara, California, "Many Mansions" at Beyond Baroque Foundation in Venice, California, "The Joyful Vision" at the Craft and Folk Art Museum in Los Angeles, "A Time to Reap" at Seton Hall University, New Jersey, and Cat and a Ball on a Waterfall: California Folk Painting and Sculpture" at the Oakland Museum -Developed a national constituency s ~, ~ PUBLICATIONS FROM SPACES SPACES is a nonprofit organization founded in 1978 for the purpose of documenting and preserving a vanishing cultural phenomenon in the United States-its large-scale folk/azt environments. These environments are handmade • personal spaces which exist in every-state in the United States. The Watts Towers of Simon Rodia in Los Angeles is one of the most famous such sites in the world. SPACES has identified more than 200 others. i\EWSLETTER SPACES's Newsletter, which is published three times a year, documents lazge scale sculptural folk/art environments and publishes news about efforts to preserve them. Future issues will continue to update a bibliography, publish profiles of individual environments and a history of the movement. A one year subscription is included in membership. Back issues (for members only) are S2 each including postage and handling. #1 1982 highlights 10 environments in California, 8pp. #21985 includes a bibliography of the phenomenon and highlights 10 environments in the Carolinas, 12pp. #3 Summer 1986 includes information on six sites, 8pp. #4 Fall 1986 highlights environments in Wisconsin and includes a list of exhibitions with aztifac[s and/or documentation of environments, 8pp. #5 Winter/Spring 1987 includes book reviews, information on exhibitions and a national symposium, 4 pp. #6 Summer 1987 includes exhibition catalog list, site information, What To Call Them, Epp. BOOBS In Celebration of Ourseh~es, by Seymour Rosen. This book, based upon an exhibition of the same name at the San Francisco Museum of Modern Art, documents California's popular culture, including 34 folk/azt environments. Over 200 photographs, many in color. 176pp. hard cover special price 517.50 (regularly 525.00)/512.50 soft cover. Please add 52 postage and handling for each book. Clarence Schmidt, by William C. Lipke and Gregg Blasdel. This is the catalog of an exhibition on artist Clazence Schmidt and his constructions, which were built between the 1930's and late 1960's. 80 B&VV photographs, 112pp. 510 soft cover. Please add S1 postage and handling for each book. The Well-Dressing Guide, by Crichton Porteous. This is a guide to villages in Derbyshire, England which decorate town wells with elaborate scenes made up entirely of flowers. 46 color photographs, 32pp. $3 soft cover. Please add S 1 postage and handling for each book. POSTCARDS Color postcards (3 1/2" x 5 1/2") of the Watts Towers, 2 views S .25 each. Please add 5 .50 postage and handling cost for each group of 10 postcazds. Please, orders of fewer than 10 postcards will be taken with book orders only; no extra postage and handling charge when ordering books at the same time. MEMBERSHIP SPACES Membership levels (includes subscription to Newsletter): Individual Membership 515; Individual Sponsor S25; Individual Patron 550; Individual Benefactor 5100; Institution Membership/ Subscription 525; Corporate Membership 5250. Individual Memberships of X30 and above will receive a soft cover copy of In Celebration of Ourselves. Individual Memberships of 535 and above will receive a hard cover copy of In Celebration of Ourselves. Memberships are tax-deductible for the amount allowed under state and federal laws. SPACES 1804 North Van Ness Los Angeles, CA 90028 O I want to O renew my membership in SPACES O join SPACES. Enclosed is my O check O money order for 5 annual dues in the category. O I want to do more! Enclosed is my check for 5 O Please enter a gift subscription to the name listed below from O Please send one free soft cover copy of In Celebration of Oursel ves for individual membership 530 or over. O Please send one free hard cover copy of In Celebration of Ourselves for individual membership S35 or over. O Please send _ copies of _ copies of @ S plus 5 handling: Total 5 @ S plus S handling: Tota15 Total S Name Address City State Zip Affiliation/Occupation Telephone ( ) ~~ ~a [~ ~~ ,~ C B'a~ ~ off BOO C~~ REPORT TO MAYOR AND CITY COUNCIL DATE:August 20,198' COUNCIL MEETING: Sept.2, 1987 SUBJECT: Request from Heritage Preservation Commission to consider waiving heritage resource designation fee. Background During he past few months, the Heritage Preservation Commission has had under discussion the issue of application fees for preservation- related permits. The issue arose when the Commission was reviewing an application for a heritage resource designation and learned that a fee had been established for such applications. ,: When the City Council adopted the most recent fee schedule in October, 1986; (Resolution #2383), some. fees which were previously not specified were added; the two preservation-related fees fall into this category. There is now a $40 application fee for desig- nation of heritage resources and a $20 permit fee for heritage resource alterations. As with other planning fees, the heritage fees were based on a staff analysis of the average time and cost to process the applications. Council policy regarding fees has been to recover at least a percentage of the cost of processing through an appropriate fee structure. The Heritage Commission believes that because the designation of heritage resources is a voluntary act on the part of the property owner,: some sort of incentive is needed to encourage owners to designate. One .incentive is an application process that is free of charge. Based on this belief, the Commission voted unanimously at its July 22, 1987 meeting to request that the City Council consider waiving or removing the fee for heritage resource designations. The Commission believes the $20,alteration permit fee is still appropriate. Recommendation Staff recommends the Council consider the Heritage Commission's request..and either delete or retain the fee. YU UEK HSIA P1 ning Director y CITY OF SRRRTOGR HERITRGE PRESERVATION COMMISSION RG NDR - DATE: Wednesday, Rugust 19, 1987 - 2:00 p.ro.~ PLRCE: Saratoga Connunity Library Meeting Roots 13560 Saratoga R~enue, Saratoga TYPE: Regular Meeting _ I. ROUTINE DRGRNIZRTION R. Roll Call B. flppro~al of Minutes of 815187 C. Posting of Rgenda D. Oral and Written Coror~unications ~; II. OLD BUSINESS R. Heritage Resource Plaques - Status report • B. Heritage Resource Inventory III. ITEMS INITIRTED BY THE COMMISSION IV. RDJOURNMENT Please note this meeting Marts at 2:00 v.ro. The purpose for scheduling an extra hour is to work on the inventory. _~ ,• ~B~~~Q~ I• 1 • i~ITY OF 5RRRTOGR HERITAGE PRESERURTION COMMISSION MINUTES DATE: Wednesday, August 5, 1987 3:30 p. m. _ PLACE: Saratoga Community Library, 1356D Saratoga Avenue, Saratoga TYPE: Regular Meeting I. ROUTINE ORGRNI7RTION R. Roll Call Present: Commissioners Head, Landsness, Uoester, Koeprnik, Cameron Absent: Tyrrell, flnsnes ': Staff: Ualerie Young Other: Nicole D'Amore of Saratoga News • B. Approval of Minutes of 7-22-87 Commissioner Uoester noted two corrections. On Page 1, regarding the Warner Hutton House, she noted that prune and apricot trees would be More appropria~~e than alMOnd. On Page 2 regarding the inventory, she asked that the wording be changed to reflect that the forms were not "completed" but "reviewed." i M/S Uoester/Landsness to approve Minutes as corrected. Passed unanimously. C. Posting of Agenda Staff noted the agenda was posted at City Hall on Friday, July 31 , 1987. D. Dral and Written CoMMUnications Commissioner Landsness noted that she had received a phone call from David Pines regarding the Marsh-Metzger house. Commissioner Heid noted that the Commission had all • received invitations to the recognition dinner in September. He asked for input on the write-up regarding the Commission's activities he was asked to do. 1 s. Heritage Preservation Commission $15187 . Minutes Page 2 II. h1EW BUSIHESS fl. Constitution Bicentennial Celebration The Commission discussed possible ways the City could participate in the celebration. There was consensus that the Commission recommend to the Gity Council that the Gity participate 6y applying for designation as a Bicentennial Community, issue a proclamation recognizing the celebration, participate in the bell- ringing by ringing the Saratoga Volunteer Fire Bell at the indicated time and encouraging churches with bells to ring them also, and by encouraging local Cable TU coverage of the event. The Commission will be able to assist in the organization of the events. Staff will draft a memo to the Cnuncil. III. OLD BUSINESS ~; fl. Heritage Resource Plaques Commissioners Landsness and Uoester briefed the Commission on their work. Properties can 6e divided • into three categories: 1> Foothill Club and Villa Montalvo - cultural facilities; 2} Three residences; 3} City properties and firebell. It was decided that a letter would be sent to the recipients, then the presentations would be scheduled and photographs 'taken. Information on the entire program would then 6e given to the press after the presentations were completed. Staff will draft a letter to the recipients for Chair Heid's signature. B. Marsh-Metzger House Commissioners Landsness and Uoester reported on the action taken at the Planning Commission Meeting on July 22. U. Young noted that the Planning Commission had reviewed revised elevations for the structures at a Committee-af-the-Whole Meeting on flugust 4; she showed the Heritage Commission the latest revisions. Chair Heid noted the Commission had already made its recommendation to the Planning Commission and encouraged Commissioners to attend the next Planning Commission meeting when the application would be heard Cflugust 26}. 2 Heritage Preservation Commission StSrB? Minutes Page 3 IU. ITEMS IMITIRTED BY THE COMMISSIOM A. Paul Masson Mountain 4)inery The Commission discussed the recent sale status of the winery, noting its historic value to Saratoga. U. Young noted that Planning Staff was preparing an informational memo on the property, and would keep the Commission briefed on the issues. B. Membership in Saratoga Historical Foundation - Commissioner Uoester urged all Heritage Commissioners to become members of the Foundation. She also stated that she had recently been to Pacific Grove and noted that properties that had been fixed up ar well maintained were identified by wooden plaques. Staff will obtain information on the program. U. HDJOURNMENT The Commission decided to meet for an extra hour at the • next meeting to work on the inventory. Staff to check if library meeting room is available at 2=00 p.m. The meeting was adjourned at 5.00 p.m. Respectfully submitted, Valerie Young Secretary to Commission 3 It • L ~ `j ~ r .. r'' •,~ MEMORANDUM OF AGREEMENT Regarding Route 85 Transportation Corridor between in South San Jose and Route 280 Near Stevens in Cupertino,~California ~~~~iiJ~® JU(,z~1981' Route lol p~AIVNi~G p,~pr Creek Boulevard WHEREAS, the Federal Highway Administration (FHWA) has determined that the construction of a freeway in the Route 85 Transportation Corridor in Santa Clara County, between Route 101 in South San Jose and Route 280 near Stevens Creek Boulevard in Cupertino will have an adverse effect upon three historic properties eligible for inclusion in the National Register of Historic Places, and has requested the comments of the Advisory Council on Historic Preservation (Council) pursuant to Section 106 of the National Historic Preservation Act (16 U.S.C. 470) and its implementing regulations, "Protection of Historic Properties" (36 CFR Part 800); WHEREAS, the three historic properties specified in this Agreement are known as the Warner Hutton House, located in the City of Saratoga; the LeFevre House and Farm, located in the City of San Jose; and, the David Greenawalt Farm, located in the City of San Jose; Y WHEREAS, the Cities of Saratoga and San Jose have expressed interest in the Warner Hutton House and David Greenawalt Farm, respectively, and the City of San Jose and the Santa Clara County Historical Resources Commission have expressed willingness to help in the identification of suitable sites and owners for the LeFevre House and Farm; NOW, THEREFORE, FHWA, the California Department of Transportation (Caltrans), the California State Historic Preservation Officer (California SHPO), and the Council agree that the undertaking shall be implemented in accordance with the following stipulations in order to take into account the effect of the undertaking on historic properties. STIPULATIONS FHWA sha71 ensure that the following measures -are carried out: I. Conveyance of Historic Properties to Non-Federal Properties: - - A. Caltrans may convey one or more of the historic properties to the - City of Saratoga and/or the City of San Jose, if such agency(ies) provides an appropriate site and agrees to accept title to the historic property(ies).with protective covenants. Such covenants shall'be developed in consultation with the California SHPO and the Council and acceptable to the signatories to this Agreement prior to their execution. B. Caltrans shall develop and implement a marketing plan that is acceptable to the California SHPO and that is in accordance with Section I.D. of the Council's Manual of Mitigation Measures (MOMM) for all historic properties for which the City of Saratoga and/or the City of San Jose does not accept title or for which a party identified by such Cities does not accept title as provided in stipulation I.A., above. In lieu of the protective covenants as • ,~- < "~ provided in stipulation I.A., above, such a party may, as a condition of transfer, donate a valid conservation easement to the ,~ historic property(ies) to an approved governmental entity or 501(c)(3) corporation that has been previously accepted by the California SHPO. ' C. Subject to the prior written approval of the California SHPO, Caltrans may transfer historic properties without protective covenants or a conservation easement, if there is no party with an acceptable proposal conforming to the requirements of stipulations I.A. and I.B., above. In such case, Caltrans shall record the historic properties in accordance with Section I.G. of MOMM prior to the transfer. II. Relocation of Historic Properties A. Caltrans shall afford the California SHPO 30 days to review and . comment on the news site(s) for the historic properties to be . relocated and shall .take the California SHPO's comments into account in selecting the new sites. B. Caltrans shall ensure that the historic properties are relocated in accordance with the recommended approaches of the Department of the Interior's Moving Historic Buildings, in consultation with the California SHPO, by a professional building mover who has the capabilities to move the historic properties properly. C. Within 90 days of the relocation of~historie properties, Caltrans shall request the California SHPO to evaluate such historic . properties at .their new sites and to make a recommendation to the Secretary of the Interior regarding their continued inclusion in the National Register. III. Landscaping of Historic Properties Caltrans shall ensure that a landscaping plan(s) for relocated historic properties is developed in~consultation with and subject to the approval of the California SHPO and is implemented as approved by the California-SHPO. IV. Recordation, Architectural Salvage, and Demolition of Historic -- _Properties: A. Prior to architectural salvage, deterioration, and/or demolition, Caltrans shall ensure that the historic properties to be demolished ar•e recorded to the standards of the Historic American Buildings Survey, as provided for in Section I.G. of MOMM, and that copies of this documentation are made available to the California SHPO and appropriate local archives designated by the California SHPO. B. After recordation, Caltrans shat] afford the California SHPO or her designee 30 days to select architectural elements from . historic properties to be demolished for curation or use in other projects. Caltrans shall ensure that the items selected are 2 .~~_ -.: removed in a manner that minimizes damage and are delivered to the • California SHPO or her designee.. C. -With the prior written approval of the California SHPO, Caltrans may demolish historic properties if, after implementation of stipulations I and II above, no party is found willing to accept title to the historic properties. V. Dispute Resolution Mechanism: At any time during the implementation of the. measures stipulated in this Agreement, should there be an objection, disagreement, or question among the signatories to this Agreement, a local government, or other member of the public, FHWA and Caltrans shall consult with the party raising the matter and shall endeavor to satisfactorily resolve the matter. Should no satisfactory resolution be forthcoming,. FHWA shall forward all documentation relevant to the matter to the Council. Within 30 days after receipt of all pertinent documentation, the Council shall: A. Notify FHWA that it concurs in FHWA's position regarding the '~ matter. 8. Advise FHWA of changes that would make FHWA's position acceptable, agreement with which by FHWA would resolve the matter; or • C. Notify FHWA that it will comment pursuant to 36 CFR Section - 800.6(6). VI. Failure to carry out the terms of this Agreement requires that FHWA again request the Council's comments in accordance with 36 CFR Part 800. If FHWA cannot carry out the terms of the Agreement, it will not take or sanction any action or make any irreversible commitment that would result in an adverse effect with respect to National Register or eligible properties covered by this Agreement or would foreclose the Council's consideration of modifications or alternatives to the undertaking. VII. If any of~the signatories to this Agreement determines that the terms of the Agreement cannot be met or believes that--a change is necessary, _ the signatory will immediately request the consulting parties to -consider an amendment or addendum to this Agreement. Such an amendment or addendum shall be executed in the same manner as the original Agreement. VIII. Within 90 days after carrying out the terms of this Agreement, FHWA and Caltrans shall provide a written report to all. signatories to this Agreement on the actions taken to fulfill the terms of this Agreement. 3 ,-~ ,. ,, ~ .,~ Execution of this Memorandum of Agreement evidences that the FNWA has afforded the Council a reasonable opportunity to comment on the Route 85 Transportation Corridor freeway project and its effects on historic ~ . :properties and that the FHWA has taken into account the effects of its undertaking on historic properties. FEDERAL HIGHWAY ADMINISTRATION, .~r BRUCE E. CAN N ~ Date .~ Division A ~nistrator- - CALIFORNIA STATE HISTORIC PRESERVATION OFFICER ~ ~ -,~ i By - 2 3~ KATHRYN ~U LTIE Date ADVISORY UNCIL ON HIST IC PRESERVATION HIA GRAS AKER, CHAIRMAN - Date "~ . i California Department of Transportation concurs with this Agreement: Za ~ ~~ J~ y~7 BY i E. W. BL MER, Chief Date Environmental Analysis ~ - - 4 CALIFORNIA PRESERVATION • Published quarterly by the California Preservation Foundation VOLUME 12, No JULY, 1987 FIFTH ANNUAL C.PF. DESIGN AWARDS The Felton Covered Bridge in Santa Cruz County -- one of 7 Design Award winners,' and a fine example of long-term volunteer effort. .Seven projects from around California have been presented with Design Awards from the Califor- nia Preservation Foundation. The winners, from a covered bridge to a 136-room condominium de- velopment in an old hospital, illustrate the broad variety of preservation activity in the state. The jury consisted of: * Michael Stepner - Acting planning director for the City of San Diego. * Alan Hess - Architecture critic and author. * Jeremy Kotas - Architect and former urban designer in .the San Francisco City Planning Department. * Patrick McGrew - Architect, photographer, and painter and President of San Francis- co's Landmarks Preservation Advisory Board. * James Ream - (FAIA) past president of San Francisco Heritage. The purpose of the Design Awards Program is to recognize excellence in the restoration, reno- vation, rehabilitation and/or adaptive reuse of architecturally significant California build- ings. The jury was impressed by the high qual- ity of this year's winning entries. Park Hill - San Francisco, Kaplan, McLaughlin & Diaz (Architects), William ~ Borrows (Con- •trector), The Aspen Group (Owner). In this project, the old St. Joseph's Hospital was converted to a 136-unit condominium devel- opment. On a hill overlooking downtown San Francisco, the building had been designed in the Spanish revival style by Bakewell F. Brown ~moreon page 5) . U.S. SUPREME COURT MUDDIES WATER This June saw the U.S. Supreme Court issue ru- lings on two cases originating in California, decisions which struck fear-into the hearts of cautious city attorneys everywhere. The initial blow came on June 9 with First English-Evangelical Lutheran Church of Glendale v. County of Los Angeles which overturned a temporary planning restriction dating from 1979. The church had a camp destroyed by a flood and was prohibited from rebuilding the camp. On the surface, the ruling seems to say temporary mor- atoriums constitute a "taking" of~property and, under the Constitution, require compensation; we feel this is a superficial reading. A second case (June 26, 1987) involved the California Coastal Commission and upheld a property own- . er's contention.(Nollan), that a commission- required "public access" dedication -- a con- dition attached to a building permit on Ven- tura County beachfront -- was another "taking" of private property. Several immediate results have been (1) Mayor Feinstein's veto of a "building ban" (morator- ium) on Bernal Heights hillsides, a measure previously approved unanimously by the Board of Supervisors. Feinstein sent the legislation back to the Board for further study until the.. implications of "First English" can be deter- mined. And (2), on July 1, an Alameda County Superior Court judge ordered Union City to reconsider conditions attached to approval of a U.S. Pipe & Foundry Company modernization, conditions requiring a dedication for street widening. Both cases (first English and Nollan) and both recent actions in San Francisco and Union City suggest that previously-held concepts of what can be regulated and required through the legi- timate use of "the police. power" suddenly have become very hazy indeed; the Supreme Court also seems to be finding in contradiction to Agins _v Tiburon which reduced development potential. on property in Tiburon but still allowed "reasonable use", the standard set in 1978's Penn Central case widely-applauded and applied by the preservation community ever since. Confusion is abroad, but Stephen Dennis, Direc- for of the National Center for Preservation Law tells us, "The most misunderstood aspect of the First English decision is the fact that the Su- preme Court did not hold there 'had been a "taking". The court held that were there to be a taking caused by a temporary regulation, dam- ages would need to be paid as compensation to the property owner. The Court did not, however, make an independent finding that •a taking had occurred, nor in tact had any California court yet made such a finding. The case, therefore, does not change the law on when there is a substantive taking. It does mean, however, . (more, see page 2) PRESERVATION HONOR-GOE~ TO~-~- --~ -- -- RA~' G IRVIGIAN (story on page 3 ~ , (SupremeCourt~ that the remedy for a taking once a governmen- tal action is held to have been excessive, can include assessment of damages against the taking by the governmental unit. For those communities wishing to preserve and protect historic resources through local historic pres- ervation ordinances, down-zoning and other forms of reasonable land use regulation, the First English decision simply does not add or subtract from the body of law which attempts to define what is a taking. It is extremely important, however, for municipal attorneys and those charged with the responsibility for local preservation programs to become thorough- ly familiar with the wording of the First English decision itself." Stephen's Preservation Law Update (June 9, 1987) suggests that a "pleading error" played a role in this case. We will continue to re- port on this important question as it is re- fined and defined but, for copies of the June 9 Update, contact C.P.F., or as noted in our other story, the National Center for Preserva- tion Law itself in Washington, D.C. FEDERAL FUNDING ~ The Battle GoesOn,and on ana on...... On June' 4, Representative Sidney Yates (D-IL) and the eight members of the Interior Appro- priations Subcommittee approved 525 million for the Historic Preservation Fund (HPF) in FY 88. This total breaks down to: $20 million for state programs, 54.25 million for the National Trust, and 5750,000 for the first comprehensive _ survey of Micronesia. Mr. Yates and his subcommittee faced tough budget constraints in deliberating the Inter- ior Bill. Funding for many existing programs was cut or dropped altogether, as in the case of the Land and Water Conservation fund grants for states, which was not funded for FY 88. In replacing the President's Budget request of $zero for the HPF with R25 million, we, achiev- ed a victory of some magnitude! At first blush, the House appropriation level looks similar •to those of the past six years - give or take a million dollars. This year we lobbied for $76 million for the total national program - including restoration grants - and came up considerably short on the House side. While we would like to continue pressure for $76 million, common sense tells us that suc- cess at that level is on par with the odds on the Chicago Cubs winning the World Series this year. Therefore, we are develop tive strategy'to increase build more certainty into get grants next year...by for $31 million, which is above the House level. ing a more conserva- the House level and our opportunity to asking the Senate "just" $6 million 531 million is a small step forward for pres- ervation, but an important one at a difficult fiscal time for Congress. It will happen only if Robert Byrd (D-WV), Chairman of the Senate Appropriations Subcommittee on Interior, hears from many of his Senate colleagues that histor- ic preservation deserves this small, but very important increase, 2 Encourage your Senators to talk to Senator Byrd (and the other members of the subcommit- tee) about the need for funding above the House level to fund the program and restora- tion grants. OUR GOAL IS TO FLOOD THE SENATE WITH LETTERS AND CALLS BEFORE THE SUBCOMMITTEE TAKES ACTION IN MID-JULY. ...from Preservation Action's ALERT. PRESERVATION LAW UPDATE Approximately nine months ago Stephen Dennis left the National Trust to become the first Executive Director of the National Center for Preservation Law. For approximately the last six months we have been receiving - on a reg- ular/weekly basis - "PRESERVATION LAW UPDATE; two, or four or six page summeries of import- ant legal decisions, new ordinance provisions or new preservation techniques, such as: Annapolis Historic District Sign Guidelines; Preservation Ordinances Not in Conformity With State Statutes; Jesuits Challenge Bos- ton's Designation of Church Interiors; and, A Fresh look at the Penn'Central Decision. Two recent updates, written the day the cases were decided, have proved particularly useful:. Pleading Error Leads to Major Supreme Court Opinion Holding That Compensation is Requir- ed for Temporary "Taking" (The-First English Decision) and Supreme Court Finds Taking in California Coastal Commission Case (Nollan) The PRESERVATION LAW UPDATE should be an extr~ ly valuable service for many of you to have; it is available from the National Center for Pre- servation Law (1233 20th Street, Suite 501, Washington, D.C. 20036) on a subscription basis ...$45 per year...ridiculousl,y cheap for what you get. Good work Stephen! JOIN C.P.F. •• •• ••WE NEED YOUR HELP Send this coupon with your tax-deductible con- tribution to the California Preservation Foun- dation, 41 Sutter Street, Suite 1593, San Fran- cisco, CA 94104. Need more information? Cal l (415) 527-7808 daytimes. --------------------------------------I I Your contribution will help support workshops, ~ I research publications, the State Conference, I I and legislative study and response, as well as I I new preservation initiatives. 1 1 I I Name(s) I ~ Address ~ I City Zip I 1 - 1 Home Phone Work Phone i I I ------------------------ --------! MEMBERSHIP CATEGORIES Individual o.r organization: Member $35.00~~ Student or Senior (over 60): Member $15.00 Individual or organization: Patron $75.00 Individual or organization: Sponsor $150.00 .>, ~: ~~ CALI FOR NI A `` PRESERVATION FOUNDATION TOP C.P.F. AWARD. TO GIRVIGIAN Most of the assembled, Friday night at the Gaslamp Quarter awards presentations event, were probably surprised to hear that Ray Girvigian, South Pasadena's gift to historic preservation in California, was CPF's 1987 choice for its major "Preservationist of the Year" award. The surprise would be based on an assumption that Ray had already won the award; truly a pioneer in preservation, Ray's select-ion corrects a long-standing oversight. For many people in the state Ray Girvigian was the first person they heard of when they got into preservation activity; in some cases, he was responsible for getting them ,involved. Others have argued that their own successes depended on~knowing Ray and being able to get the background, insights and strategy needed from Ray so they could then go ahead to reach their own goals. CPF Executive Director, John Merritt, made just that point in his presenta- tion comments at the Golden Lion Restaurant; "Without Ray around I would never have figured out what was going~on, who was responsible, and what to do about it...Ray was my lifeline° Ray Girvigianr a I1C Berkeley Architecture School graduate was instrumental in setting up the earliest preservation ordinances-in Cali- fornia, beginning with Los Angeles in 1962. He served as chairman of the Historic Resources Commission in its earliest days, helping to • establish state procedures and landmarks cri- teria. He is responsible for legislation that created tax incentives for historic properties in California (The "Mills Act") and for the creation of and growing influence of the State Historic Building Code, both efforts begun in the early 1970's; Ray has also served as the first and only chairman of the board since its creation. Ray, a practicing restoration architect for over 25 years, was elected ari A.I.A. Fellow in 1977.. He has served as the architect for too. many projects to mention but is best known as the preservation architect for the restoration of the California State Capitol. He currently serves as the chairman of the California State Historic Capitol. Commission, responsible for management and protection of the Capitol and its surrounding environment; Ray is the first non-Governor to hold this post. Ray Girvigian, F.A.I.A., has been honored and awarded recognition by nearly everyone from the National Trust and California Historical Society to the Los Angeles Conservancy and CPF for individual projects at previous conferen- ces). We have been slow, however, to state the obvious and award him this, the.Preserva- tionist of the Year for his long career of. service and for the leadership he provides for all of us. He joins a distinquished group of prior winners - Senators Garamendi and Marks, Assemblyman Farr, Knox Mellon and last year's co-winners, Claire Bogaard and Nancy Shanahan. CPF plans to make a more formal presentation to Ray in the very near future.but, for now, salutes him and announces the honor to you all. ,: C.P. F. "History Day" Awards Along with the approach of summer heat in Sacramento, CPF Trustee Nadine Hata and Executive Director John Merritt headed for "History Day", the annual two-day history celebration sponsored by the Constitutional Rights Foundation. For the second year, CPF was looking for projects that carried a strong and certain preservation message within the competition them of "Liberty: Rights and Responsibility" which guided students in written reports, media presentations, dra- matic performances and special projects. CPF, again, was impressed by the breadth and depth of the hundreds of entries from. Junior and Senior High Schools representing forty California counties. At the evening ceremony Nadine Hata announced four winners in our special preservation category, with cash-prizes going to first-place projects:. The prize winner in the Senior Division was CHRISTY CAMERON of Etna Union High School, who gave a slide presentation on the histor- is Jenner Ranch in Fort Scott (Siskiyou Co.). Special Recognition was given to Gretchen Cordes and Sarah Bender from Letha Raney Junior High .(Riverside Co.) for a research effort documenting how unplanned growth has devasted the historic buildings and cultural legacy of the old citrus center of Corona. Another Special Recognition was given to Frederic Wehrey from Glen Wilson High School in Los Angeles. His model of Manzanar, the photo and narrative display and the overall arrangement of his project proved to be a strong and poignant representation of the Japanese Internment experience during World War II. JULIE GADDIS and CHRISTIE COBBETT of Home Street Middle School in Bishop (Inyo Co.) won the prize in the Junior Division: Their project was a careful and accurate model of 3 HiStOry Day (continued) tr.e historic railroad station in nearby Laws, California, an exercise that made a special point of valuing historic structures before they are gohe forever. All the award winners are given certificates and they are made members of CPF for the next year, gratis. Each year the History Day 'experiment' we entered into seems to be more gratifying. We hope, next year, to get better information out to teachers about the special Preservation Award CPF offers, thus enlarging the number of projects alert to'our concerns; but you, too, can encourage local students to enter regional History Day competitions and to develop preservation projects. Get Your"Easements Workbook" In June .the Foundation presented two work- shops on historic preservation easements, featuring nationally-known expert Thomas Coughlin. As part of his seminar informa- tion, Tom prepared a workbook available to all who attended. The 152 pages of mater- ial in the workbook cover I.R.S. regulations, "private letter rulings", state and federal statutes, model easement contract provisions, and the workbook opens with Coughlin's basic background and interpretation of the do's and don'ts in the world of easements; the work- book is, literally, everything you need to know about the subject. The California Preservation Foundation has a limited number of workbooks available - on a first come, first served basis - for people who were unable to attend the workshops. For the very reasonable price of $30 ($25 to cover the publication's cost and $5 to cover postage and handling) we will send you a copy of this invaluable workbook...while supplies last. You. may call the Foundation for more information (415/527-7808) but you may order a copy simply by writing and requesting we send you one; make checks ($30) payable to: .California Preserva- tion Foundation. State Conference Highlights If you missed the Annual State Preservation Conference in"Coronado, there is little we can say. Over 700 people turned out for the three plus days of learning, inspiration, fun, great food, tours, learning and fun. We were challenged by William Penn Mott's opening re- marks about the many unfinished tasks we face and were spurred on by Nellie Longsworth's energy and insights, and we were amused, again, by Barney, Burke and his new "pink flamingo". The Foundation thanks its cosponsors - the State Office of Historic Preservation and'the National Trust - for helping as usual (a cooperative relationship that goes back to 1976 and the first conference in Filoli and Riverside). We are also grateful to~the Society for Califor- nia Archaeology, Association for Preservation Technology and the California Main Street Pro- gram for the valuable contribution each made to the sessions. We were astonished.by the energy and dedication provided by the Coronado Histori- cal Association - responsible for the very able and smooth coordination of registration and events - and to Larry and Jeanne Lawrence, the owners of the Hotel del Coronado, fur their help every step of the way. We hope you enjoyed~~the conference as much as we did. ` PALO ALTO 1988 CONFERENCE SITE It was a pleasure to be able to announce nex~ year's conference site and we were particula delighted to have Gail Woolley - a long time preservationist and Mayor of Palo Alto - with us in Coronado to issue the 150 people attend- ing the Annual CPF Meeting a warm invitation to her town next Spring. Elizabeth Kittas, member o•f Palo Alto's Historic Resources Board, follow- ed with a brief but alluring description of the historic features and preservation activities going on in this charming college town;and, of course, there's Stanford University and its historic campus and buildings! We aren't sure we can top the Coronado experi- ence in 1988 but we are going to try. For now, be informed that the tentative conference date is. mid-May. .See you in Palo Alto. - Long Beach Seismic Seminar A seminar, Achieving Urban Conservation and Minimizing Earthquake Risk, presenting Long Beach as a case study, is scheduled-for Wednes- day, October 28 at the Ramada Renaissance, Long Beach. • Issues of risk, liability, and the social im- plications of code compliance will be addres- sed along with information about new technol- ogy, and working with the historic fabric of an existing building. The State Historic Building Code and procedures for implements-. tion will highlight the topics presented by nationally-acclaimed speakers and technical experts. ,- --- - • The seminar is sponsored by the Structural Engineers Association of California (SEAOSC), the State Office of Historic Preservation (OHP} and the Coalition to Preserve Historic. Long Beach, for owners, public officials, investors, developers, contractors, archi- tects, engineers and preservationists. The California Preservation Foundation is also a cosponsor.. ~. The Long Beach seminar is unique in that it deals with issues affecting other than the unreinforced masonry, pre-1934 existing his- toric buildings. The information generated will be shared with public jurisdictions, foundations and universities. For more in- formation, contact Karen Clements at (213) 430-2790. C.E.Q.A. Lives- in Beverly Mi Its The City Council of Beverly Hills has reversed itself by rescinding the City's decision to de- molish the La Cienega Treatment Plant, commonly known as the Waterworks. The rescission came after a Judge temporarily staged the demolition. In February of this year, the Beverly Hills' City Council narrowly voted to demolish the Waterworks without preparation of a~full envi- ronmental impact report. The demolition decis- ion came despite persistent efforts by local preservationists who presented evidence as to• the significance of the Waterworks-and who maintained that the California Environmental Quality Act prohibited the City from demolish-.. ing the Waterworks without the preparation of an EIR. 4 B4`VE~LY HILLS __ __ __ 'The Waterworks, which has been determined eli- gible for listing in the National Register of Historic Places, is very significant in the story of Beverly Hills. It was constructed 'n 1928 and at the time represented a major technological advance in the treatment of water. The Waterworks provided the City of Beverly Hills with a way to have an indepen- dent source of water and as a result helped the City fight off a move to be annexed by the City of Los Angeles. Preservationists such as Ruthann Lehrer, former Executive Director of the Los Angeles Conservancy, often refer to the Waterworks as "Beverly Hills' Independence Hall" because of the vital role the waterworks played_in the history of Beverly Hills. The Waterworks has also been designated as an engineering landmark by the Los Angeles sec- tion of the American Society of Civil Engin- eers. The building is architecturally signifi- cant because of its industrial function is aesthetically concealed in a building based on the design of a great Mexican hacienda, com- plete with a church and granary. On March 13, 1987, the Friends of the Water- works and Robert Cohen, leader of Concerned Citizens for the Preservation of Beverly Hills' Landmarks, filed suit to require the City to prepare an environmental impact report on the demolition project. Under the California Envi- ronmental Quality Act, or CEQA, an EIR must be prepared where there is substantial evi- dence that a project may have a significant adverse impact on the environment. Historic ~uildings and sites are among the environmen- al resources protected by CEQA. In staying the demolition of the Waterworks, Superior Court Judge Jerry Fields stated that substan- tial evidence had been presented to the City that the Waterworks is "an historical monu- ment and has substantial historical signifi- cance, and that to remove it would substanti- ally affect the environment." Judge Fields went on to note that no contrary evidence had been presented. After the Friends of the.Waterworks filed its suit, the City claimed for the first time that the building was in an emergency state of dis- repair and therefore the demolition was exempt from the requirements of CEQA. The City conten- ded that damage to the building as a result of the 1971 earthquake made the Waterworks unsafe. Regarding the claimed emergency, Judge Fields said that the City had allowed the building to deteriorate further over the years following the earthquake and that no findings were made by the City regarding an emergency condition. On several occasions the State Attorney Gen- eral's Office, which represents the California State Office of Historic Preservation, has attempted to intervene in the Friends of the Waterworks' action against the City of Beverly Hills. The• State Office of Historic Preserva- tion contends that the City of Beverly Hills should have submitted its proposed decision ~o not prepare an EIR through the State Clear- nghouse in the Office of Planning and esearch. This would have provided the State Office of Historic Preservation an opportunity to comment on the impact of the demolition of an important historic building. The City Council has voted unanimously to re- scind its decision to demolish the Waterworks. Apparently, the City has decided not to demol- ish the Waterworks unless it prepares an envi- ronmental impact report. The Friends of the Waterworks have urged the City to consider al- ternatives for reuse of the building by con- ducting an adaptive use study. Stay tuned. DESIGN AWARDS (from page ~ ) in the 1920s. Vacant for the past 7 years, the owners decided to rehabilitate the structure completely, bringing it up to current earth- quake codes and installing all modern plumbing, electrical and mechanical features. Neighbor- hood concerns were integrated into the design by providing all parking for the development. on site and installing extensive landscaping. Par- ticularly noteworthy is the interior decoration in the former chapel and the fine views of down- town. Restoration of the Stained Glass Dome and the Painting of the Courthouse, Redwood City, Reflection Studios, Inc. (Architect/Designer), Giampolini R Co: (Contractor), San Francisco Color Service (Contractor), County of San Mateo (Owner). Originally constructed in 1910, this stained glass dome had deteriorated and the rotunda's colors had faded. The original installation had also not been structurally sound and after 60 years the dome had begun to partially col- lapse. It was carefully dismantled one panel at a time and then each panel was cleaned and repaired at the contractor's studio. A com- plete new structural framework was built above. the dome and the dome was then reinstalled by hanging it from this superstructure. Finally, with the help of a color analyst, the entire rotunda was completely cleaned, and repainted to restore its original appearance. The jury felt that this entry was outstanding in every way. The level of craftsmanship and engineering de- monstrated was very impressive and the final re- sults are breathtaking. The Janes House - Hollywood, Sayan Bamshad (Architect/Designer), Houshang Mogimi and Par- viz Ebrahimian (Owner). This 1903 house is the last remaining Victorian residential structure on this now-commercial area of Hollywood Boulevard. Designed by Oliver Dennis and Lyman Farwell in the Queen Anne style the house, owned by the Janes family from 1905 to 1983, has had no major alterations in its entire history.- In 1985 the current owners pur- chased the home. Recognizing the value of the home to the community, but wanting to develop the valuable property for commercial uses, they worked with local neighborhood groups for a suc- cessful solution. They decided to move the house to the rear of the lot, repair and convert it into offices, with additional commercial space on the front half of the lot. While preservationists are reluctant to approve of building relocations, particularly ones that change the relationship ' of the building to the site, the Jury recognized that this effort's success was against powerful odds. (story continues on page 6) 5 DBSI~rI AWardS(continued~ Felton Covered Bridge - Felton, Jeff Ober- dorfer & Associates (Architect/Designer), Schultz Construction (Contractor), Coastwide Contractors.(Contractor), Santa Cruz County (Owner). At the request of County Supervisors, the orig- inal bridge was built in 1892 by Cotton Bros. of Oakland. It provided the major access to the town of Felton until 1930 when the WPA built a concrete bridge nearby and the wooden covered bridge fell into disuse. It had been repaired over the years by the Volunteer Fire . Department with money raised by an annual pan- cake breakfast. By the early 1980s it became clear to the County that a more substantial restoration was necessary. The bridge was ex- tensively analyzed for structural stability and researched so it could be returned to its orig- inal appearance. The bridge was rebuilt com- pletely with the entire community supporting the effort. A sawmill was even set up on site to ,provide the necessary redwood lumber for the project. The Jury recognized this project as an outstanding community effort in a class by it- self. The research and reconstruction is unique and has set a new standard in the field. Ea41Yp Ca/u,.1W M,IY Rool Ytl WW Ta G, IMYO I 10 0- I- EO Old Town Granary - Irvine, 30th Street Archi- tects (Architect/Designer), J. Ray Construction (Contractor), East Irvine Associates (Owner). This building, along with 9 other buildings in the area, comprise the original working center of the Irvine Ranch. Built over the years from 1895 to 1947, this center is being preserved and restored to provide a tie with Irvine's agricultural past. The granary, now motel, is a series of hexagonal concrete silos and anew wing which aesthetically matches the industrial appearance of the original. This adaptive reuse created a variety of interesting interior spaces while meeting all the requirements of an up-to-date motel. The Jury thought the project was very imaginative. They also admired the courage of the owner and architect in resisting any move to "dress=up" the concrete exterior which would have ruined the industrial context of the building. make these safe while preserving their histori- cal integrity. The California Preservation Foundation instituted a category for research two years ago but this report is the first award winner in this category. The Jury though t• it was a landmark study which provided an out- standing guide to this difficult problem. A Series IN SAN FRANCISCO 8 IN LOS ANGELES The foundation for San Francisco's Architec- tural Heritage has announced a special series of summer weekend walkiny tours through a number of San Francisco's most interesting neighborhoods. On July 18, Liberty Hill (one of the oldest, yet the newest official Historic District in the city) will be featured, to be followed August 1 by Russian Hill, and on Sep- tember 8 and 12 by the Richmond. For more in- formation, call Heritage at (415) 441-3000. Bank of America, Mendocino Branch - Mendocino, Dan & Geraldine Peterson - Interactive Resources (Architect/Designer), Don Bruce (Con- tractor), Bank of America (Owner). This project began with ttie residents of this well-known historic town on California's nor- thern coast rejecting a proposed new branch bank. Bank of America then decided to rehabili- tate the existing 1909 structure, hired an ar- chitect and local contractor with experience in historic preservation and assigned a construc- tion manage r• from the Corporate Real Estate 6 Division with a special interest in histo~•ic'~ structures. This "team approach" and the ar- chitect's use of the State's Historic Building Code brought the project in under the original estimate. While several areas of the interior had to be modified to reflect current banking practices, the exterior was restored to appear largely as it looked in 1909. The Jury commen- ted that the architect exhibited'special tact in installing the automatic teller machine in an alcove not visible from the street, Earthquake Hazard Reduction: Cumulative Impacts on Historic Buildings, a report commissioned by The Community Redevelopment Agency, City of Los Angeles. In 1981 the Los Angeles City Council adopted the Earthquake Hazard Reduction ordinance which required the unreinforced masonry structures in the City to be upgraded to meet more stringent seismic standards. One unfortunate result of this is to place a large number of historic structures at risk of demolition or insensitive rehabilitation as building owners attempt to meet City requirements. This study takes six typical buildings in Los Angeles and discusses issues, analysis and recommendations of how to The Los Angeles Conservancy is_proudly pre- senting this summer a movie and entertainment festival entitled "The last Remaining Seats.: Los Angeles and the Movies" featuring four of Los Angeles' finest surviving movie pala- ces, all on South Broadway; the 1)rpheum, United Artists, The Palace, and, the Los Ange- les. Classic vintage movies and live stage. shows, the pipe-organ and vaudeville clips are featured at the various venues. For more ! information call the Conservancy, (213)623-CITY. Call quickly, for it runs July 15 - 22 - 29 and August 5, and they are.last_r~ma_in.ing setts. dome Happenings in California PASADENA'S. HUNTINGTON HOTEL In a special referendum election May 19 that attracted about 20% of the electorate, City of Pasadena voters approved -- by a 56-44% margin -- a zone change that allows the demolition of the main building of the Huntington Hotel and replacement of the historic structure with a replica built to modern hotel standards. DEFENDERS OF THE HUNTINGTON HOTEL -- a grass- roots coalition of more than 200 preservation- ists and neighborhood activists -'- was outspent more than 12 to 1 in their campaign to stop demolition by Huntington Hotel Associates, the development firm in escrow to buy the hotel. This developer secured the property after the hotel was closed in 1985 when the hotel manage- ment cited seismic safety concerns. While the structural reports by various experts conflicted on the severity of seismic problems of. the reinforced concrete building, the devel- oper spent more than 8100,000 to convince vo- ters that his plan to demolish and replicate the Huntington Hotel was the only sound way to preserve and reopen the hotel. Pasadena voters were unswayed by the "DEFENDERS"' arguments that the hotel could be made structurally sound and seismically safe, and that another developer would come forward to restore the historic building if the demolition plan was not approved. One of the major reasons given. for support of the replication plan was that a bird in the hand is better than a possible better developer. -. Yet, even with approval by the voters, the Hun- tington Hotel will not immediately be demolish- ed, as a series of conditions must be met be- fore a demolition permit can be issued by the City. These include preparation of H.A.B.S. drawings, demonstration of financial capabil- ity to complete the project, posting of a com- pletion bond, firm commitment from a hotel op- erator to run the hotel as a "four star luxury" establishment, and approval by several local review bodies as to the new design and resto- ration of the remaining historic features. If the developer fails to fulfill the conditions within two years, the zone change is rescinded and the property reverts to residential zoning with a non-conforming use. The conditions were the result of strong com- munity opposition at the Planning Commission and City Board meetings and responses to the Environmental Impact Report. Even though the referendum lost, the Gity government will now be hard-pressed to allow any leniency in meet- ing the conditions.' FRESNO'S ADMINISTRATION BUILDING Last-minute efforts are underway to save the 105,00 square foot Old Administration Building on the Fresno City College campus. A pivotal turning-point came late last year when the Fresno Heritage Center retained structural en- • gineer John Kariotis of Pasadena. Following his favorable report, the State Center Commun- ity College District, with Board Chairman War- ren Kessler in the lead, commissioned a $15,000 study which indicated that the cost of rehabil- itation would be $8.5 million. While this is less than the cost of new construction, the Uistrict, under the current formula for apply- ing for state construction funds, is not eligi- ble for funding. State Center Board members are also concerned about their legal liability as the Field Act will automatically apply to the building once they take back title in October from the State of California. Although the present State Cen- ter Community College Board has indicated that the building will be demolished if the communi- ty, legislature, or some other entity has not shown by October exactly how the $8.5 million can be provided, it is possible that some leg- islative developments in Sacramento may change the situation. The legislature is now consider- ing legislation (A.B. 2165-Costa) which would exempt the old building from the Field Act for five years, and 'another bill (A.B. 2168-Costa) is pending that would appropriate $200,000 from the 1974 parks bond fund for working draw- ings on the building. At last word, the legis- lative joint converence committee has inserted language in the pending budget that it is the intent of the legislature that the Board of Governors of the California Community Colleges shall make the building eligible by 1990 for capital outlays from the higher education fund or other state funds for higher education out- lay. State Center Community College District offici- als, in accordance with suggestions made by a California Preservation Foundation team, are also willing to discuss reuse proposals with developers who might be interested in tax cred- its. Interested parties should contact Mr. Gerald J. Fries, Director, Educational Services and Planning, State Center Community College District, 1525 East Weldon, Fresno, CA 93704. Please Note The National Main Street Center, in conjunction with the Department of Commerce, is planning a "Revitalizing Urban Business Districts" Confer- ence to be held in Oakland, September 28 - 30, 1987.. For more information contact the Califor- nia Main Street Program (916/322-1398. You can also get a copy of their new publication, Down- town Revitalization Resource Directory, a guide to consultants experienced in the ,various areas of expertise Main Street revitalization requires The National Trust will be holding its 41st Annual Conference in Washington, D.C., October 7 - 11, 1987. For more information on this event contact the Trust's Western Reg. Office.. The National Trust Western Regional Office has a new address - #1 Sutter, Suite 707, San Francisco, CA 94104 - and a new pF~one number - (415) 956-0610. And, we suspect you have all met Lisbeth Henning who w'as hired in April to replace Susan Angevin as Program Associate. This newsletter was brought ~o you through the combined efforts of Bill Delvac, Linda Dishman, Stephen Dennis, Ephraim Smith, Dan. Visnich, Nellie Longsworth, Ray Girvigian, . Karen Clements, GeeGee Platt, Tom Coughlin and Warren Williams, and was produced by John Merritt with the assistance of Dick Price California Preservation welcomes stories from'•, you about preservation issues in your town. Please send material typed/double-space and include b/w glossy photos. We publish quart- erly and invite you to help. _.... 7 ®~ CALIFORNIA PRESERVATION ®® FOUNDATION BOARD OF TRUST EES David Cameron (Santa Monica) 213/45?-0914 Rill Delvac (Los Angeles) 213/620-17$0 Linda Dishman (Pasadena) 818/405-4228 Wayne Donaldson (San Diego) 619/?.39-7888 Bill Ellinger (Pasadena) 818/792.-8539 Dave Fredrickson (Berkeley) 415/848-3423 Nadine Hata (Redondo Beach) 213/532-3670 Bruce Judd (Hercules) 415/421-16RG Christy McAvoy (Hollywood) 213/851-8854 GeeGee Platt (San Francisco) 415/922-3579, Pamela Seager (Long Beach) 213/431-3541 Rob Selway.(Santa Ana) 714/834-4741 David Shelton (Santa Barbara) 805/962.-1715 Steve Spiller (Redlands) 714/792-2111 Jim Stickels (Claremont) 714-773-3955 Bill Sugaya (San Francisco) a15-421-1680 Warren Williams (Sacramento) 916/444-8170 John Merritt (Berkeley) 415/527-7808 Executive Director ~, Steve Taber (San Francisco) 415/717-3200 Counsel: Hanson, Bridgett, Mar cus The California Preservation Foundation exists to help you improve preservation awareness and activity in your town. If you think we can help, don't hesitate to call your nearest Board member or call 415/527-7808 NEW PUBLICATIONS FROM THE FOUNDATION '° ~' The Foundation can still offer materials from ~ the "Section 106" Workshop given by Tom King of the Advisory Council. for X5.00 (to cover postage and handling) we will send you copies of: "An Outline of Public Participation Opportun- ities under 36 CFR Part 800"(especially pre- pared by King for our workshop); Working With Section 106, regulations of the Advisory Council on Historic Preservation governing the Section 106 Review Process; and, "A Five-Minute Look at Section 106 Review",as revised by regulations published .September 2, 1986. The California Preservation Foundation is also working out details on a special service to all local preservation groups or preservation pro- fessionals. For a reasonable yearly subscrip- tion rate, we will send you - on a regular and timely basis - all materials produced by the federal or state agencies related to the Nation- al Register Program, CLG, Tax-Act Certifications and/or rulings on rehabilitation treatments. One' subscription and you get all the materials. provided to the program administrators; what easier way could there be for you; your group or your office to be right on td;p of all the changes? For further information, please con- tact the Foundation; we will set the price and determine the offering's parameters within the next month. Subscribe or be poorly informed. Next Newsletter Deadline••September 3~ California Preservation Foundation 41 Sutter , Suite 1593 San Francisco, CA 94104 JUG ~~r9~~~ PLAN~~~~~ ~FPr. NON-PROFIT ORGANIZATION U.S. POSTAGE PAID BERKELEY, CALI F. PERMIT NO: 308 Exp: UEC B6, Org Mertiber Heritage Pres Commission City of Saratoga 1?777 Fruitvale Ave Saratoga, CA 95070 Your ~ e rn ~ r~ ~~' -~ ~ has hosed -- I~~~ ... r~o~oce-;~ ease re;~e~,~v =_ r Main Street News AU G ~ .". 1987 PLANNING DEPT. Number 21 August 1981 i I~ f~ hAw ~ :'t~W.h e4«%a-A~b.sYCC2' AFxf~14CY [ ~ %~. `.' F ~ _: u .: .w:«, r. ~ . Fi ~,, u 4~ ~~Y - 2e~,~"s''t,~-* , ~1, ~~ _-•~ f rim„ M .,n,~,.~n ._ J..: _ ' ~~lY.tsx F~/(~~v~py . :~aMV w i1fY~ ~..~ ~:, ,} ~. ,:.~ ~: ~.: The Main Street Approach: The Importance of Organ~iation John Grossman Organization can be viewed ei- ther as a verb or a noun. As a noun, an organization is the structure and procedures that define roles and responsibilities in any endeavor. As a verb, orga- nization is a way of working to- •S r. .aw'rr r ' Mrira~~.~ ~..f1 i ~S' ~'~ ' 7.gyy,+ t ~~f g. , x ,rt: irr ar.,~ -t i~ -~.i.- ~b.,Y rrit.,+ C ~ Ei+.. .. "f .rs wa:a ia.~. !s'nat - ~ ..t+ rln'. ti.a. 'bC ~ ,~'-y.rr.~~ t'.hs~ r }, y..y .,~~ Rt { gether-through consensus, co- operation and self-help. This article will look at organization as a verb and its application to the Main Street.project through participation, leadership, direc- tion and communication. articipation The Main Street ap- proach recommends the broadest possible par- ticipation inall of its ac- tivities. Participation allows people with common interests to get to know each other and share different skills. Also, the Organising a Ma(n greater the variety of view- Street project means points, the more likely your developing clear projects will meet real needs and Doai8 and building a consensus for avoid simple errors through achieving them. oversight. Broad participation (David Cooper) ensures that the program won't be left to a small group of work- ers who will end up tired and frustrated. Look for participants among those who have a stake in the downtown and those whose in- terests can be served by it. Obvi- ously, business and property owners, their organizations and ~,,..~ ~,, National Trust for Historic Preservation Communication is essential for a successful Main Street project. Informal chats with downtown merchants and business owners can help ensure that the project responds to changing needs. (James L. Ballard) their employees have the great- est stake in downtown's con- tinuedviability. Residents of the downtown also have an interest in its future. Since the condition of downtown affects the image of the entire community, city of- ficials, industrial leaders and the chamber of commerce should be willing to support a revitaliza- tion project. And by building pride and interest in the history, architecture, parks and monu- ments downtown, Main Street can also solicit participation by community organizations, ser- touch with the "waiters and watchers"-listen, explain your goals, keep their needs in mind and always ask for their help. Fi- nally, remember to arrange so- cialevents and news coverage to give recognition and thanks to volunteers. eadership Leadership of.a Main Street project should come from the local par- ticipants, be open to all and be shared with different or- ganizations and individuals as appropriate and as needed. For design projects, look to local property owners, architects and .historical or preservation groups. For retail promotion and management, the leadership might be found in the business association, chamber of com- merce, local vocational schools and colleges and, above all, the business owners themselves. For community and tourism promotion, the chamber of com- merce, hospitality industry, arts organizations, the historical so- ciety and the city's parks or rec- reation department can be ex- pected to take the initiative. In the areas of business recruit- ment, economic development and the adaptive use of build- ings, look . to the property owners, the city and local finan- cial institutions. In general, decisions should be made by consensus. It is impor- tant to be regular and consistent in meetings, reports, agendas and calendars. Do not promise what you cannot accomplish. Nor should the Main Street manager, board members or committee chairmen try to con- trol everything themselves. 'Give volunteers some elbow room and independence. Lead- ers of the Main Street project must be open-minded, comfort- able with diversity, flexible and patient. Unity and confidence are built step by step, through recognizing the abilities of indi- viduals and allowing them to act. This is the best antidote to apathy, conflict and resentment. vice clubs, youth groups and his- torical societies as well as the hospitality and tourism indus- tries. Volunteers are essential for a Main Street program, both to start it and to maintain it. Begin with a list of contacts whom you know will be interested. Issuing open invitations to kickoff par- ties, seminars and workshops will broaden your base of con- tacts. Moreover, a personal invi- tation explaining the program and requesting assistance is in- variably more effective than a notice in a newspaper or news- letter. When recruiting volun- teers, be sure to describe clearly the purpose of the task, the level of responsibility and the time requirements. The amount of time individuals can give to the project will vary: Some people will be able to work a few days a month over a long period of time; others might donate a week of intensive effort once a year, perhaps for a festival or other special project. Keep in irection ~ _ It is essential to formu- late clear goals and se practical tasks very ea~ ly. Without a clear direc- tion, it will be difficult to recruit volunteers. Needs and goals should be generated by all par- ticipants, then clarified at meet- ings and through surveys. State goals in simple, concrete terms. Avoid grandiose or ambiguous .goals and major reforms. In- stead, identify specific environ- mental and market strengths . . and build on them. Develop a list of projects to meet the goals, then arrange them in order of priority. Projects with the most support and the best chance of success should be tackled first. There are two levels of goals that should be developed, and you can work on them at the same time: ~ 1 ~ goals that can be ac- complished early. in the pro- gram, such as promotions and design improvements; and (2j goals that require along-term and methodical approach, such as retail recruitment. The Main Street approach i~ an incremental process, which means taking one step at a time, starting simple and building on success and experience. To effec- tively implement such an ap- proach requires that work plans be established for all projects. These plans should be worked out by the committee in charge of each project, then brought to the board for review, approval and coordination. A work plan should list all those who may be affected by the project, those who need to know about it and those who may be of help. The plan should also specify tasks to be done by small groups or indi- viduals between meetings. The committees should periodically report progress to the Main Street board to ensure that the activity conforms to Main Street's goals. Direction of the Main Street project can be maintained by weighing all suggestions or is- suesagainst the goals. For exam ple, storefront renovation pro- posalsshould beconsistent with , design guidelines established to 2 National Blain Strcct Center, National Trust foi Historic Preservation st~eng4~hen the unity and histor- v is character of the downtown. A promotion should emphasize a unique local asset or target a spe- ific market. By maintaining our sense of direction, you will avoid wasting time, effort and money. ommunication Participation, ^leader- ship and direction rely on good communica- tions. Regular meetings are essential to a well-run pro- gram. To build attendance at meetings, set up regular meeting dates and give people plenty of notice. Issuing invitations by telephone can help ensure a large turnout. To keep meeting attendance high, begin; and end the meeting on time, stick to the agenda and focus on results needed now. Discussion of each item on the agenda should con- clude with a decision about the next step to be taken. Record conclusions: who, what, when and how much. Always set a time and place for the next eeting. ~A monthly or quarterly Main Street newsletter can offer a val- uableway to communicate with people who work, live or own property downtown. If your or- ganization is small, however, it may prove difficult to keep a newsletter on schedule. One so- lution is to recruit a volunteer whose sole responsibility is to produce the newsletter. Informal communications are equally important. The Main Street board, committee mem- bers and, especially, the project manager must keep in touch with the street. Take time, even ~~ A monthly or quarterly Main Street newsletter can otter a valuahle way to cemmanicate the project's goals to people who worN, lice or own property downtown. in a busy schedule, to`drop in on downtown merchants and other business owners for a chat or cup of coffee. These private talks, along with an annual written survey, can ensure that the proj- ect responds to changing needs. The Main Street project must also communicate with the rest of the community. Explain the program's goals through the use of brochures, news releases and speakers. Allow time for those affected by any activity to re- spond or present their view- points. Use calendars, press re- leases and posters to inform the public about upcoming events and programs. Above all, build enthusiasm for the program by emphasizing success and recog- nizing accomplishments. The importance of organiza- tion to a Main Street project lies in its process as well as its products. Through accomplish- ments in the areas of design, promotion and economic re- structuring, members of the community acquire the meth- ods and confidence to continue improving their downtown for years to come. John Grossman is manager of the Main Street project in Hast- ings, Minn. ~ •rlou ar rM flr.t reMblll [•tla. Ae Ibtt Lo[erert-tl~~emPo ,r w„ ~ ~°nW. ~.' w. eir w b.. ~ lAlv~ b> ~b •ea .! a Iwk~+~ • •`^rle >A• buLlaLU1 •[ lib .. Clar••. ,.Lr• ..>.. terel,s enl. .°,',~r'~"•• a IM1a •~r••e. b•.. bras .tort •,,,y .7 rbe nil l;m bra, ren or r~r `"rw~~ . Ar ~-- 11.. *.t 1 ba r'• • Lr:;. tin vLu••~ rr„a," c Lire c itecture ,c+„A.wa..a>w u' ClctsS •rrrl..a. b... .r.Ar b, ~.~~' ..er.r._ 4Stirigg Ideas oMt ber'gp,r ~rA•Ir lae•• emtop •., spr e• ° t•a .~t •~•~ . ZT 011 ~~~~ ~~~ First Interest Red..,.,: _ 1>rr.,br.,.,, Project Finished ~, Inte~n~ed~ate Steps 6n facade Impro~een~ Kennedy Smith Building improvements are usu- ally the first visible evidence of positive economic change in a traditional commercial district. - The excitement generated by a rehabilitated storefront or a se- ries of small design improve- . ments can create a wave of enthusiasm that propels a down- .. town revitalization effort to a new level of activity. In the early years of a commer- - cial revitalization program, ' . though, business and property owners may be reluctant to make substantial reinvestments in building improvements. Without evidence that the re- vitalization effort can help im- prove the economic climate of the commercial district, proper- ty owners may have little confi- dence that building improve- ments can lead to increased business, new tenants for empty buildings and improved proper- ty values. By helping owners find inex- pensive methods of improving the appearance of their commer- cial buildings, a revitalization program can create the enthusi- asm and momentum that full- scale design improvements usu- ally generate. Once momentum is established and the revitaliza- tion effort is able to demonstrate ' economic growth, property _ owners will almost always be in- terested in undertaking ambi- tious rehabilitation projects. There are an almost limitless number of ways a traditional . commercial building can be im- provedwithout spending money for a major rehabilitation. In fact, almost any amount of mon- ey-no matter how small-can improve a building's appearance in some way. But, when plan- ning minor design improve- ments that give the greatest re- turn for the money, focus on the most visually prominent ele- ments of the main facade. Small 3 "'~ mow. ~` ~~ '` 'f r,`? the street, this simulates the ap- for the building; because f cli- r `~ :~_~, ~ pearance of glass. Wood trim can mate and orientation not a71 - also be simulated with paint. buildings were originally in- Tbeae upper•Iloor windows are actually painted plywood, not glass. Wood trim and shadow lines bare been aimula[ed, also. (Ieenedy Smith) ..,~, y5' ~, ~ ~. Y Yl 4.~'~ ~~ K, r, ,~ _- ~ _ changes in these areas may dra- matically improve the entire fa- cade's appearance. oarded Windows The upper-floor win- dows of many tradition- al commercial buildings have been boarded up to prevent vandalism or keep birds and other animals out of unoc- cupied spaces. In many in- stances, the original window- glazingand all-is still there un- der the plywood or paneling, and all that needs to be done is to remove the plywood and clean Rigid Board ledger Strip Storelront Window Painted black matte board can be held In place at the bottom edge of the transom g1a88 Wllh carpenter's tacMs or a thin ledger strip. At the top, it can be suspended with wire Irom a wood joist or attached to a ledger strip nailed in place. (Kennedy Smith) the glass and window sash. In other instances, however, the original window is gone. Replac- ing one window-sash, glazing and framing-could cost at least a few hundred dollars. With sev- eral windows, that total can quickly run into the thousands. If property owners are unwill- ing to install new compatible windows because of the cost, they might consider painting the plywood to resemble glass. Use a very dark slate gray paint with a high gloss finish; from ransom Problems Transoms and dropped ceilings. Often property owners install acoustical the ceilings that hang be- low the storefront transom win- dows. In these instances, the transom glass is usually covered with wood or aluminum to hide the ceiling tile's unsightly wires, which can be seen from the out- side. Concealing the transom, however, usually distorts the proportions of the building and visually separates the storefront from the upper facade..-. There are several ways to con- ceal ceiling suspension wires, making it possible to remove transom coverings. The best way is to use 3/a" foam board or other lightweight, dimension- ally stable material. Cut it to fit the size of the window, paint it matte black and install it at an angle inward and upward from the bottom edge of each transom window. From outside, pedestri- ans will be able to see through the transom glass, but the black matte board will block their view of suspension wires while simulating the appearance of open, unobstructed space. Hide flaws with awnings. Some- times, the transom glass in a storefront has been removed completely and the transom opening covered with a material that is incongruous with the building facade. In these. cases, replacing the transom glass could be costly. There are other instances, too, when replacing or revealing a transom might in- volve substantial expense. For example, if an air conditioner has been installed permanently in a transom area, relocating it could involve rerouting ducts, vents and other HVAC equip- ment. Although not the ideal an- swer, an enclosed transom panel or air conditioner can be con- cealed with an awning, which provides slow-cost intermedi- ate solution that improves the appearance of the facade. First, be sure an awning is appropriate tended to have awnings. Th design an awning that is c~ patible with the building in scale, proportion and color. Avoid internally illuminated awnings and other styles too garish for the building. Conceal air conditioners. Some- times air conditioning units in transom areas can be concealed behind fixed ventilation panels. Keeping the air conditioner in the transom area will still allow direct ventilation outdoors and may also avoid having to ielo- cate HVAC ducts and other me- chanical equipment inside the building-a costly operation. The air conditioner is taken out of the transom and placed on a shelf suspended inside the building in front of the transom space and above the storefront display window. A fixed lou- vered panel is constructed and set inside the transom space. The louvered panel can be pro- tected from insects by an inter- nal screen or shielded from co weather by storm glazing set wood frames and placed agains the louvered panel inside the building. Even though the air condi- tionermay be located asymmet- rically in the transom area, louvered panels should be used across the entire transom for consistency and balance. While the louvered 'panels will not be as good an option as replacing the transom glass and relocating the air.conditioner, they will cer- tainly bemore attractive and ap- propriate than exposed air con- ditioners or covered transoms. imulate with Paint Missing elements. Fre- quently, decorative ele- ments have been re- moved from a facade. This may have happened, for in- stance, when a building was cov- ered with aluminum panels, which involved taking off t~ cornice, upper-floor wind trim or other decorative pieces. Refabricating these elements might cost more money than a 4 National Main Svcct Ccnmr, National Trust fur Hiuoric Prescrvacion ~~ ' ~~~'~~//~~~~,,/;~~ ondary facade windo~s. existing mortar. t . ~~~~~~~~~, ~, .~~ ~_ ~ ti~ While framing members may Differences in masonry. Some s//~~ ~' ~~` ';.' be compatible in size and place- traditional brick commercial -;~ ~~~ ~~-'- "'` ~_+ ment with the traditional fa- buildings have undergone struc- ~f ii~ r~ti. ~ ~' ~ ~ Cade, the shiny aluminum sur- tural changes that involved re- 4 x •= ; face ravel is. Fortunatel alu- movin buildin elements and minum can be painted, making replacing them with brick. Un- p -i ~~r° •._~-'~''_ it blend better with the rest of fortunately, it can be difficult or . ~~:`- ~.:,~ the facade and streetscape. impossible to find identical ~rr ~,f First, the aluminum must be brick for the infill section, and, ~~ ''~ given a slightly rough surface as a result many buildings have ~~~ • il~t~ `~ /''~" ;<<.; "' z ,.• :~,' ~ either by using a mild acidic mismatched facade areas. Usu- ~~~/~~.}.~ . ~ etching compound or by sanding ally, differences in brick are not ~' with a fine to medium rode too visual) obtrusive. Occa- -'`' ~' sandpaper. This will help the . sionally, though, the contrast is R _ (~~" ,rq paint adhere. Next, the alumi- ~-~~ ray num should be thoroughly ~;,. ®°° cleaned and allowed to dry. Once ~,..•~ rr dry, it can be primed and property owner wants to spend early in the revitalization pro- cess. As a first step, the owner might consider simulating the missing elements with paint. This involves sketching a design for the painted elements, trans- ferring them to the prepared sur- face of the building and then painting the designs. To achieve a realistic look, many elements simulated with paint include ~adow detail. Selected paint olors should be appropriate for the building and compatible with the rest of the facade and the streetscape. Disguising aluminum frames. Many traditional commercial buildings have been remodeled since the 1950s. Unfortunately, remodeling often involved re- placing the original storefront with one using shiny aluminum framing rather than a material more compatible with the build- ing..In addition, aluminum storm windows have often been installed on upper-floor and sec- patnted. Be sure both the prtmer and paint are designed to adhere to aluminum surfaces. In gener- al, it is best to use paint with a matte or semigloss finish. rick Problems Damaged brick. Brick that has been damaged, for instance by sand- blasting or excessive moisture, can be expensive to re- place. Finding brick that looks like the original can be ex- tremely difficult because the brick for many older buildings often was made especially for them. Sometimes, the only way to find suitable brick is by mak- ing it. Obviously, this as an ex- pensive method. If, however, the brick is not damaged too badly, it may be possible to remove it, turn it around and reset it in the wall. Be sure to remove the brick care- fully to avoid causing further damage to other bricks. And, when resetting the brick, use a mortar mix congruous with the lbia fabric awning conceals an air conditioner installed is a traoson window. (letting la we sides of de awning aliowa ventilation. framing around the air conditioner bas been painted to blend in with the brick facade, making the air conditioner less conspicuous. (Kennedy 8mitb) Cahle nsioa severe, marring the appearance of the building. In these in- stances, it may be possible to paint the building-old and new masonry alike-to conceal this problem. If the building alteration has not yet taken place, be sure the property owner realizes that al- thoughpainting will conceal dif- ferences in brick, it will also re- quire periodic cleaning and re- painting. This may ultimately cost more than searching for or fabricating compatible un- painted brick for an alteration. ~- ~l i ~ ~' u; ~ The air conditioner is placed on a suspended, well- securetl shelf and ventilated through a fixed louvered panel in the transom opening. (Kennedy Smith) The missing cornice of this commercial 6uiiding was simulated with paint. (Clark Schaettle) 5 ~______.__ _ ins that work into separate ~' ,' ~r '~_ ~ phases that can be completed • ~ ~ - ~ ,~ A '~' over a period of several years. For _ ~ ~~~ ~ ~` ~~ ~ ` ~_'~ instance, in addition to using ~s ,~ u'~ ~ ~-~ ~~ r~ ; ~`~ ~` ~.,, ~ z j~~, one of the intermediate steps de- ~'~~ m~•. ~ ~' ; t ~ ~~~_ ~ t ~ ~ ~' scribed above a ro ert owner ~ _ ~"" ~ " a' ~ . '~ ~ ~ might decide to upgrade the _ ~~~ ~~ r ~~ ~ , ~~ building's signs. The next year, ~ : _ -- ~ the building might be cleaned t4 ~~ ~ ~~~. and, if needed, repointed or re- I~~,y painted. In the third year, the ~~ owner might replace missing ~'fi ~~ windows or other elements. ~~ A warning. The techniques de- ~• ~ scribed above can help improve ` I ~~i~~ the appearance of a. traditional ,~ ~" s~ ~~~~ commercial building at low .~ _ ~„ ~ cost. These are only intermedi- - _ - '"`~' ~~ : I~~,~ ate steps in the design improve- - - - ''°R;~ ~~~~ ment process, however, and should not be considered final ~;.-_. ~ . solutions. In some instances, serious Kere, an entire tanning I~lOrk In maintenance problems that ex- tacade-e hlanN fisted before the intermediate wall-was painted to Phases simulate a facade improvement was made may Each of these facade im- still exist afterward. For exam- with columns, provement techniques window and door ple, simulating a missing coy- openin sand a represents an inter- 9 nice with paint will not correct cornice. (Kennedy mediate point between a more water leakage problems that Smith) costly improvement and no im- may have been created when the provement at all. Each can be original cornice was removed. considered the first phase of a And, where severe maintenance + ~~ gradual building rehabilitation or structural problems exist, the process. Eventually, when the property owner should always revitalization program helps im- repair the damage before consid- prove the downtown's economy eying cosmetic improvements. and property owners can gener- No cosmetic improvement ' ate increased revenues from should ever be made that will their buildings, they will proba- damage or have an irreversible bly be ready to make larger in- negative effect on the building vestments. or any of its original features. The downtown revitalization Kennedy Smitlt is a program as- program can provide assistance sociate with the National Main by helping the property owner Street Center. identify needed work and divid- Brick, such as this, that hsa been only alightly damaged can often be turned around and reset. (Kennedy Smith) is. ' ~. ~' a~ ~:`~;: ': A test patch of masonry paint remover showed that -this facade had been patched with an incongruous brick type. Instead of spending money to remove sll the paint and replace the incompatible-brick, the property owner decided to repaint the building-a less e>tpensise ahernatiue. (Kennedy Smith) National Main Strcct Ccntcr, National Trust for Historic Preservation Do~irnFown Building gMaintenance Guide Approued by APA he American Planning Asso- ~iation has selected a 30-page guidebook produced by the NMSC Urban Demonstration program in Joliet, Ill., for nation- al distribution through the APA catalog. _ Cleaning and Maintenance of Downtown Structures, pub- lished by Joliet's Downtown De- velopment Council, Main Street Inc., provides astep-by-step ap- proach to cleaning and mainte- nance, addressing the subjects of cleaning and removing paint from masonry; tuckpointing; re- pairing exterior walls; exterior painting; window maintenance; and repairing ornamentation, trim, cornices and roofs. Also in- cluded is a discussion of unify- ing abuilding's image through paint, signs and awnings. Joliet's DDC, Main Street Inc., offers the guidebook free to members of the Downtown De- velopment Council and sells it to the general public for $5. APA fers the book, through its Plan- r's Bookstore catalog, for $12. -S. D. Real Estate Fair Highlights Downtown Resources "Last unrestored brick town- house in old town district, built 1859.4 floors, 8 fireplaces, good pine floors. $28,000." "Federal commercial row buildings built after fire of 1815. Available for $1 to purchaser able to demonstrate financial ca- pability to do necessary renova- tions." "Handsome brick 4-story. Tastefully remodeled store has good exposure with living quar- ters above. Good assumption, low interest. $68,500." These notices and many oth- ers piqued the interest of buyers and investors who attended the Historic Petersburg (Va.) Real Es- tate Fair, held this past May in oneunction with National Pres- tion Week. he Petersburg Main Street Program, Historic Petersburg Foundation and the Petersburg Museums-Departme~it of Tour- ism worked closely with the city's historic neighborhood as- sociations and area realtors to conduct the fair, which high- lighted the rich variety of homes and business properties avail- able at affordable prices in the historic town. The sponsoring groups planned the fair to attract not only local investors, but also to show off the fine architecture and many benefits of life in Pe- tersburg. To announce the. fair, the 'groups produced a handsome booklet. Along with an intro- duction from the sponsors and a brief history of the city, it pic- tured and described each of the available properties. The book- let also included an explanation of the various incentive and fi- nancing programs available from the city and the Main Street program, which include a local sales tax exemption, low- interest loans, a rehabilitation tax exemption, design assis- tanceand afacade improvement incentive grant.-S.D. Nigh-flying Promotion Draws Record Crowd At 7 a.m. on a bright, clear morn- ing in late April, they started to arrive. At first, there was only a distant hum. Then, as the noise increased to a low rumble, a dark speck was visible just above the horizon. Quickly, the size grew and the shape took form. And then, as the sound increased to a deafening roar, the antique air- planeswooped tothe ground and landed. Others arrived quickly behind it. As the planes circled in the sky waiting to land, the antique and classic cars began to line up on the airport grounds. Thus began the 2nd Annual Antique Fly-in/Drive-in in Tah- lequah, Okla. Sponsored this year by the First National Bank of Tahlequah and Tahlequah Main Street, the promotion drew 200 airplanes, including 75 antiques, and 100 antique cars. The morning was spent at the municipal airport, where prizes and trophies were awarded to the airplane pilots in such cate- gories as most unique plane and oldest and youngest pilots. Then, all participants were treated to a free breakfast sup- plied by First National Bank and McDonald's. At noon, apolice- escorted parade of antique cars made its way from the airport to Cherokee Square in the center of town. There the cars were dis- played and judges awarded tro- phies in categories that included people's choice, best stock and modified cars and farthest trav- eled (Hutchison, Kans..-S.D. ^ Ta~lequatt's Pad Main Street News is published by Aanusl Aatigee Hyia Drive-ia the National Main Street Net- , Y work, a membership program of Frank~Taplequa9 the National Main Street Center, PlCtarisl Pres8) National Trust for Historic Pres- ervation, 1785 Massachusetts Av- enue, N.W., Washington, D.C. 20036 (202) 673-4219. J. Jackson Walter, President, Na- tional Trust for Historic Preser- vation Sally Oldham, Vice President of Programs and Services Scott Gerloff, Director, National Main Street Center Linda Glisson, Editor Suzanne Dane, Associate Editor Laurel Radow, Information Spe- cialist The National Trust is the only national, private nonprofit orga- nization chartered by Congress to encourage public participa- tion in the preservation of sites, buildings and objects significant in American history and culture. Support for the Nation- al Trust is provided by member- ship dues, endowment funds, contributions and matching grants from federal agencies, in- cluding the U.S. Department of the Interior, National Park Ser- vice, under provisions of the Na- tional Historic Preservation Act of 1966. The opinions expressed in this publication do not neces- sarily reflect the views or poli- cies of the Interior Department. New Partners for Main Street The National Main Street Cen- ter's partnership with statewide Main Street programs continues to grow. We are pleased to an- the selection of new Main Stre~t~ Goes to England! The National Main Street Cen- ter is organizing a May 1988 study tour of English cities for American professionals in- nounce volved in downtown revitaliza- towns in California and Iowa. California, entering the sec- ond year of its program, recently designated five new Main Street communities: Benicia, El Se- gundo, Hollister, San Jacinto and Tracy. Successes in the first six towns-Santa Paula, Sonora, ;, -;~..~ ... Vista, Porterville, Fort Bragg and Petaluma-convinced the Cali- _.... fornia Department of Com,• merce to expand its Main Street - .. program.,~,___~,. .,, • "I was suspicious at first. I ' thought we were going to be in the business of trying to turn small downtowns into little yuppie meccas, said Al Giani- ni, the department's director of local development. "Now I'm a - believer. It works better than any other economic develop- ment strategy I know of." Iowa, also in its second year, has selected eight new commu- nities: Clinton, Centerville, Cedar Falls, Fort Dodge, Ma- quoketa, Muscatine, Spencer and West Des Moines. The new cities range in population from ~• 6,000 ~Centerville~ to 43,000 (Cedar Falls) and offer a diverse mix, from rural towns such as Spencer to sophisticated subur- ban communities like West Des Moines. tton. The program will begin at Ox- ford University with afour-day overview of the British experi- ence in retailing and real estate development, tourism, design and urban planning, presented by experts brought in from around the country. The study group will then travel to six cities, meeting with public and private leaders to examine local revitalization programs. The cities-including Chester, Hali- fax and Wirksworth-represent a variety of sizes, economic con- ditions, resources and tech- niquesthat can provide valuable insights for communities in North America. The tour will conclude in London, where par- ticipants will get a unique look behind the scenes at the re- vitalization success of Coven Garden-both the world famou market and its surroundin neighborhood. Brochures with complete de tails will be mailed to all Net work members this fall. t in English cities and towns. His s illustrated talk will draw on ex- g amples from the Wirksworth Main Street: National Tows Meeting ~ `~ ~- Nationally syndicated colum- `4 -_ ~ nist Neal R. Peirce will present the keynote address at the sec- ond annual National Town Meeting, October 5-7 in Wash- ington, D.C. Peirce's weekly col- umn on state and local govern- ment themes, the first and only of its type in the nation, has ap- peared in more than 150 news- papers since its inception in March 1975. Peirce is also coauthor of The Book of Amer- ica: Inside the 50 States Today, a lively compendium of state lore - that updates John Gunther's 1947 book Inside USA. He has _ lectured on governmental,. ur-,T~_- ban, state-local affairs, econom=- is development and enviton- mental issues for government, business and academic groups. A special guest speaker this year will be Gordon Michell, an architect and environmental consultant in London, who will discuss the challenges of re- vitalizing commercial districts Project, a downtown revitaliz - tion project he spearheaded fo - the Civic Trust. Michell is the author of Design in the High Street, a study of commercial re- vitalization. Registration for the National Town Meeting is $195 ($150 for Network members). - _ :.,.. , National Main Street Center !==~ ' 1 - ~ 4 ;., National Trust for Historic Preservation ~~ ~~~~' ~~`"' ' ~ ~ ' - AUG 12 1987 ~ -~ ._ .... ,_ ., , .. 1785 Massachusetts Avenue, N.W - - Washington, D.C. 20036 ~ ' ~ °~ - _ . -.. 71253934 5 SARATOGA HERITAGE PRESERVATION COMMISSION 13777 FUITVAIE AVENUE CITY OF SARATOGA SARATOGA CA 95070 li~l~~~l~1+11~~~1+~~111~~~1~1~~1 r~ ~~ CITY OF SRRRTOGfl HERITAGE PRESERURTION COMMISSION RGENDA • DATE: Wednesday, August 5, 19B7 - 3:30 p. M. PLRCE: Saratoga CoMMUnity Library Meeting ROOM 13560 Saratoga R~enue, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGRNIZRTION Roll Call Rppro~al of Minutes of 7r'22lB7 '~C. Posting of Rgenda .itl. Oral and Written CoMMUnications II. NEW BUSINESS / R. Constitution Bicentennial Celebration V III. OLD BUSINESS / R. Heritage Resource Plaques / B. Marsh-Metzger House. IU. ITEMS INITIRTED BY THE COMMISSION R. Paul Masson Mountain Winery B. McMbership in Saratoga Historical Foundation U. ADJOURNMENT -~ -' ~~ '•~ ~~~1 F ~~ Z ~~ -~,~ ~- 1 S _ ~B~~~Q~ • • • CITY OF SflRHTOGfl HERITHGE PRESERVATION COMMISSION MINUTES DRTE: Wednesday, July 22, 1987 3:00 p. m. - PLRCE: Saratoga Community Library, 13560 Saratoga flUenue, Saratoga TYPE: Regular Meeting I. ROUTINE ORGANIZATION fl. Roll Call Present: Commissioners flnsnes, Uoester, Tyrrell, Landsness, Koepernik, Cameron Absent: Heid Cexcused? Staff: Valerie Young B. Approval of Minutes of ?-8-8? Commissioner Cameron noted one change on Page ~, wording of the first sentence of the second paragraph to be changed to "R. Cameron questioned if the house could be incorporated into the project..." MfS CameronfKoepernik to approWe minutes as corrected. Passed~4-O-1, Landsness abstaining because she was not at that meeting. 'i C. Posting of Agenda Staff noted the agenda was posted at City Hall on Friday, July 17, 1987.. D. Oral and Written Communications None II. NEW BUSINESS fl. Update on Warner Hutton House U. Young briefed the Commission on the status of the site and landscaping plans prepared for the house by Caltrans. B. Uoester asked staff to relay to Caltrans that prune trees would be more appropriate than almond. 1 Heritage Resource Commission 7122!87 Minutes Page 2 B. Heritage Resource Plaques _ ~ • U. Young showed the Commission one of the bronze plaques that arrived from the manufacturer. The Commission discussed how to give them to the property owners and publicize the events. It was decided unanimously to group them by location for presentation purposes. Commissioners Landsness and Uoester will work on the groupings and contact the property owners and Commissioner Tyrrell will work with the local newspapers. Item will be put on next agenda for discussion. III. OLD BUSINESS fl. application fees for preservation permits. They Commission discussed what approach to take on this issue. MlS UoesterlCameron to submit a written request to the City Council asking to have the fee for resource designations dropped. Passed unanimously. Staff was directed to work with Chairman Heid on drafting the memo. B. Heritage Resource Inventory The Commission continued reviewing the inventory forms„ completing forms 31-36. 1,, IU. ITEMS INIT;;IATED BY THE"COMMISSION Commissioner Tyrrell brought up the Marsh-Metzger house application to be heard by the Planning Commission that evening. He asked staff if the Planning Commission had received the Heritage Commission's memo. U. Young replied in the affirmative, noting that the memo and a discussion of it were included in the staff report on that item. Commissioner Tyrrell noted he would attend the meeting this evening_ U. flDJOURNMENT The meeting was adjourned at 5:05 p.m. The next meeting will be held on Wednesday,, flugust 5 at 3:30 p.m. Respectfully submitted, Valerie Young Secretary to Commission 2 i ~Q~ o ~~B~Q~~ a Y `1 • CALIFORNIA 2Q0 COUNCIL GOV. GEORGE DF:UKMEJWV Honorcay Chairman - BI!77 ALDRIN Astmnau! - Prof. William B. Allyn Gene Autry Donald P. Baker Dr. Edward Barker Robrn F. Beaver Joseph 1. Bentley Mrs. Henry Braun Mrs. Margaret Martin Brock Edmund G. (Pat) Brown Hon. Willie Brown John G. Carlson Robert T. Campion Jim Channon Senator Alan Cranston Hon. Mike Curb Hon. Julian C. Dixon Hon. Don Edwards - Duane Elgin Harold Ezell Hon. Robert H. Finch Hon. Robert M. Garrick Dr. Armand Hammer Dr. Harry Handler Bruce Hrrschrnsohn Charlton Hrs[on Hon. James B. Hodgson Henry Y. Hwang Cyril Johnson Carl N. Karcher Peter D. Kelly Dc Claudia M. Krrnan Hon. Tom Lantos Russell F. Lasser Hun. Edain Mresr Ill Lt. Grn. James E. Moore. Jr. Hon. Carlos J. Mrxtrhead Robert W. Na}ior Hon. Richard M. Nixon Robyn T. Parry Jerrold Prrrnchio Dc Charles N. Quigley Neal Rogin Dr. Jonas Salk Hrnry Salvatore Barr}• A. Sanders Jeffrey stun Mrs. Frank Roger Seaver Hon. Wm. French Smith Holmes P. Tutdr Prtrr V. Urbaroth • Hon. Diane E. Watson Grorgr M. Williams Senator Pete Wilson David L Wolper Julia Wu Hon. Zev Yazoslavsky Hon. I~rry Zarian Paul Ziffren Prtrr F. Paul Fxecutitr .Secretary BOARD OF ~IhUSTEES Ross M. Blakely Bonita Granville Wrathrr CoChairs James M. Cirona Jane Crosby Coannr Cubrte Ra}mond D. Edwards Marguerite P. Justice George F. Muody Fred W. O'Green Jackie Ramos Hettry Salvatore Gilbert R. Vasquez FOUNDATION STAFF Peter F. Paul Ereruhtp Vim Pfesident CM'ej Operating Ojftcer Ray Kabaker Vice PYesiden7 Communications Lynn Prntz Vice Arsiden! Pmgram G Marketing Louise E. Leigh Director, Ouhracb Pmgranr Verna D. Maturx Treasurer latham and Watkins General Counsel • Wfndes & McClaughry Certified Public Accountants Scale, McCabe, Slovrs/West .9drxrtising Burson & Marstrllrr Public Relations/Puhlrc Affairs y`~oR~«, ~E~~ { 1 ~~. ~T ~~`°~ ~ ~~ V (T Oo ~ "~'~l: O~ V n r t~•:: ~ ~~:. ~ ,- -a a ,r~~~ ~ `off QS CONSt1~ ~~ i981 California Bicentennial Foundation For The U.S. Constitution 700 North Brand, Suite 550, Glendale, California 91203 (818) 500-1787 Mr Harry Peacock City Manager Saratoga City Hall 13777 Fruitvale Avenue Saratoga, CA 95070 Dear Mr Peacock: July 6, 1987 //JN'/JJA/J ~Y'~ I`~ ( ; , ~~`~;~ On Sept. 17, 1987, Americans everywhere will celebrate the 200th ~~L/?~° anniversary of the United States Constitution, by ringing bells, re- enacting the signing of the Constitution and releasing balloons at 1 pm ~ Pacific Time. The President will lead the nation in the celebration from Philadelphia. ,~~t The California Bicentennial Foundation urges your city to join in t~,~[ , national celebration by taking these steps: 1. ' Please fill out the enclosed BI(TSTTFrIIJIAL ~iINITY APPLICATICJN form for official Designated Bicentennial status for your city. Your Bicentennial Committee should represent across-section of the community, but can be as small as two people. Also, if you trill state in ;a':t "Flans" s~tion: IeP_ wi ?_1 rarti..c ioate in t3iP Cali..forria State- wide colTm~moration of the Bicentennial on Sept. 17, 1987, your city will qualify for official certification and recognition. PLEASE return the form as soonthe form as soon as~ssible. 2. Issue a proclamation recognizing the 200th anniversary of the Constitution and designating Sept. 17, 1987 as Constitution Day (sample proclamation enclosed). 3. Adept a special Constitutional Scroll, sponsored by the National Coungil of Christians and Jews, to affix signatures of participants in the re-enactment of the Constitution signing ceremony. 4. Accept a special Constitutional Day banner from the Fraternal Order of Masons, to display at City Hall as part of a national project to have every business and household display this special banner on Constitution Day (To be presented by your nearest Masonic Lodge). 5. Obtain memorabilia from the Foundation, such as red, white and blue balloons with the slogan "We The People Means Me," small Liberty Bells for the national bell-ringing, parchment replicas of the Constitution, pins, buttons, etc. Your community deserves to be celebration honoring the birth roost happy to assist with your Very ent-husi.asti.ca.lly, !~S-LLGd~~ ~ , ~ LflU1S e. Leigh Director, Comrrn~nitty ~atreach recognized as part of this momentous of our national heritage. We would be preparations for the celebration. s `~~~vL~ CEiF~~y G ~ f~ 11~ r• 'tip:~' c ~ ~. 'S CO~SZ~~ ., ~.__. . BI CB1~l~'LNNI.~L C011~.~~~1N1TY AP~L~ CATI ON The California 3icentennial Commission on the United States.Coastitution _ ta;{es great pleasure in estendiag to you and your community a cordial • invitation to participate in the 200th birthday or our Constitution. _.. The creation and development of our representative government from :_ devolution throug:i Independence and to the present is a remar'.cable story that is best comxnemoraced through Local observance. The Bicentennial Community Program enables citizens of large cities and small towns elite ~~-- to participate in this recognition of elmerican history. We sincerely urge you to join this program by completing this application. REGULATIONS ON DESIGNATING BICENTENNIAL CaMMUN1TIES The Commission encourages ~ local governing bodies to establish Bicentennial Communities. The tern "community" includes all political _ subdivisions having an elected government, such as a city, county, town, village, municipality, township, borough, any Native American tribe or reservation, or any combination tzereof. Unincorporated areas which have an established identity of their own may also apply for designation. a Designated Bicentennial Community is one that establishes a 3icentennial committee representative of the community; incorporates a commemorative program to educate its residents about the meaning and significance of tae Constitution; and receives official designation from the California and National Commissions. To be considered a Designated Bicentennial Community, a community would submit a completed application fora to the California Bicentennial Commission. ' i ~~ CALIFORNIA BICENTENNIAL CaMMlSSION ON THE UNITED STATES CONSTITUTION 700 Y. Brand Blvd., X550 Glendale, C3 91203 (8I8)502-1791 I Basic Data (Please Type or Print) I DATE OF APPLICATION o- NAME OF COMMUNITY TYPE (city, county, etc.) POPULATION I COUNTY COUNTY $EAT ~ MAILING ADDRESS (include zip) Of-IC;AL NAME OF BIC=VTENNIAL GROUP LOG.L 31CcNTENNIAL CHAIRPERSON MAILING ADDRESS (irtcludezip} NAME OF CHIEF ELECTED LOCAL OFFICIAL ~ MAILING ADDRESS (include zip) sTaTE PHONE NUMBER (inci:sde area code) i• i 1 PHONE NUMBER (include area code) Brief Outline of Bicentennial Pfans ' L ... . Bicentennial Community Application Certification IT IS CERTIFIED: ~~ 1. That as Chairperson of the Bicentennial Committee, I am authorized to sign this Certification. 2. That all the above procedural steps have been accomplished. 3. That the undersigned or my successor will furnish Deriodic _ progress reports when requested. 4. That if approved, official California Bicentennial and National Logos will be used in accordance with California and Federal Commission regulations. SPACE FOR OFFICIAL SEAL Signature of Chairperson i Signature of Chief Elected Official (Name of Community) Please list names, addresses and az:iiia*.ions of the members of your Bicentennial group. If you need more space { C.~i.~rOR.YL•>< BIC',..'~ITEWL~;. COMMISSION USc ONLY Date a~elication Received: f Oricia! Name of State Bicentennial Commission Chairperson: • i a^pr;,ved 3y: _ {S~gnature and titre of aut:^orize7 orficar) -- - • - ~. Data Sa.^.t :o ,National Comrriss:cn: CO iV1~Li cNTS: i~ .,.-. - ~ _ FOR FEDERAL COMMISSION USF ONLY COMMISSION ON, BICcNTENNIAL OFTNE ~UNITEO STATES CONSTITUTION - STATE/LOCAL AFFAIRS DIVISION •y BIC.~NTNNIAL COMMUNITY CLI:.4RANCE FORM OArE REC"clVED REVIEWED 9Y OAT'c CHECX UST: ^ 1. State .~.pprovai ^ 2.t_est of Members ^ 3. Program ^ G. Signatures ^ S_O:her (3ee remanEs) REMARKS: RECOMMENDED FOR APPROVAL 9Y: pq; ^^ a?PROVAL GRANT'cD 3Y: DA T'c NaT-FiCATION OF DESIGNATION STATe COMMUNITY (Dates) • (proposed copy) • P R O C L A M A T I O N WHEREAS, September 17, 1987 is the 200th Anniversary of the signing of the United States Constitution; and WHEREAS, the Constitution, as amended, embodies the ideals of liberty under law and was disigned to maintain our _ free government in perpetuity as a more perfect union and to secure the blessings of liberty by consent of the governed; and WHEREAS, few governments in the world have been able to provide liberty and stability to their citizens under a written constitution for more than a generation; and WHEREAS, the laws adopted under this charter of freedom and the attractive way of lifr resulting have drawn to our shores citizens from every corner of the world, and provide impressive evidence of the enlightened vision and the wisdom of the drafters of the Constitution; and WHEREAS, the Bicentennial offers the opportunity for the American people to rededicate themselves to the great principles that have formed the basis for our national strength and prosperity; - and WHEREAS, it is timely and appropriate for us to keep in our hearts and minds the marvelous achievements of the Constitutional Convention in 1787 and to preserve the Constitutional Republic and the high ideals of our Founding Fathers; NOW THEREFORE, I, do hereby proclaim September 17, 1987 as Y_ "UNITED STATES CONSTITUTION DAY" and announce my intention to appoint a bi-partisan committee and apply for recognition from the California Bicentennial Commission to plan activities and programs through which our citizens may join all Cali- fornians in celebrating and commemorating Constitution Day and other dates and events relating thereto. _ ,~ Jl1L i btu cr~.e ~' >fr. The California 8 Bicentennial ~F~~~~ [ ucr 1987 Publication of the California Bicentennial Foundation for the U.S Constitution Volume 1 No. 1 tronaut fuzz ~drin Leads ~ampai~n Eagle Pilot Lands for Bicentennial in California: Presents First Medallion and Banner to Governor Deukmejian Astronaut Buu Aldrin, pilot of the Apollo XI Fagle lunar landing vehicle and the man who planted the first flag on the moon, will journey the California landscape in support of the Constitution Bicentennial. Aldrin will make selected personal appearances and talk to the media on behalf of the California Bicentennial Foundation's effort to involve every citizen in meaningful commemoration of the Constitution's 200th anniversary. Foundation Chief Ope[ating Officer Peter F. Paul said, "We're excited that Buu Aldrin, a participant in mankind's first voyage to another planetary body, will help focus public attention on the Constitution. 'Ihe drama of his trip to the moon will remind Californians of the drama of the founding fathers' philosophical voyage to new ideas in self government" Meets with Governor n met with Governor George kmejian May 29 and presented tfomia's First Citizen with the oundation's first set of precious metal commemorative medallions, minted by the American Pacific Mint. A5 the lazgest California private mint and a sponsor of the Foundation, American Pacific Mint will produce and mazket gold and silver com- memorative medallions in various sizes. 'Ihe initlal medallions, in one and two ounce denominations are struck in pure .999 fine silver and 24 karat gold and depict in high relief Independence Hall, - birthplace of the Constitution, and the California Bicentennial logo. Additional limited edition medallions, in a series of thirteen, will depict educational subjects celebrating the Bicentennial of the U.S. Constitution, accompanied by [he official California Bicentennial logo. The Astronaut also presented the Gavemor the first We The People Constitutional Banner intended for display on homes, businesses and government offices and on designated streets in every community during the major anniversary dates over the four-year celebration. ~ (See story p. 7) Buzz Aldrin, a graduate of West Point and a retired U.S Air Force combat jet pilot, earned his doctorate at MLT. in manned space rendezvous. From his home base in South Iaguna, . he is expanding his academic associations with U.G Irvine and other universities. In addition to his new Bicentennial advocacy, he continues an active role in the movement for U.S leadership in an International manned flight [o Mars, as well as ptalyzing public support for Amerip's space program. A User-Friendly Constitution The Foundation's advertising firm, Scab, McCabe & Sloven, has designed afold-out poster-size Constltutlon suitable for wall display.'Ihe item is intended as a premium giveaway for corporate participation in the Bicentennial. 'Ihe patter contains the full text of the Constitution, with color-coded guide and summary keying on various aspects of the document. Illustrations also assist the reader with quick reference and explanation. The document is specifically designed to sustain the ratification phase of the celebration. It contains a section for the reader [o sign as a gesture of participation in ratification of the Constitution. He may also fill out an optional section of demographic information. Participating sponsors will forwazd the signature to a central display location and will enter the signer's name in a drawing for gih merchandise and other prizes. Inquiries: Peter F. Paul (818) 5041787. ~y~~1tA CE(Fe~ m ~~ _ ~O QS aoNSrt~ . 7be logo of the Calijornta Btcentenntat Foundation combines Hre Golden State of Calijornta uit6 We American Jtag to form the Liberty Beth supported and suspended from We United States Constitution. 7be logo symbolizes Caltjornta's contr/buHon to the national Blcentenntat celebration, and represents an important measure of America's quest fora "more perfect union" acbie~ed in liberties sen~red by the tiWng Constitution. Like the national logo, We Calfjornta State logo is Intended for communities and protects granted ojjtctaJ status tbrougb appltcation for recognition by the Foundation and State CommfssYOn. It Ls available for commercial reproduction under Hcensing arnrngements endossed by I Hre Foundation. b.. ~ _ Page 2 JUNE/JULY 1987 JUN£/JULY 7987 Foundation Begins Operations in Glendale The California Bicentennial Foundation opened its Coordinating Center offices in Glendale in April, courtesy of a sponsorship contribution Gom the Ciry of Glendale, a donation of space and fuminue from GlenFed, Inc. and a reception azea provided by Budget Furniture Rental. Glendale Mayor lorry Zarian and Bicentennial Committee Chairman Don Pla¢ hosted a welcoming reception, telling well-wishers that Glendale is helping the Foundation as a gesture of strong commitment to community support of the Bicentennial. The Foundation offices, located at 700 N. Brand in the Glendale Federal headquarters building, will serve as a resouuce and information base for public and private senor participation in Bicentennial acivities. Operations include a community outreach network, speakers bureau, resource information, media relations and handling inquiries from the general public. The California Commission of the Bicentennial maintains adjacent space as a consolidation measure, moving from its previotu location in Torrartce. Commission Ikecutive Director Jeffrey D. Allen and Chairman Jane Crosby can be reached by telephone at (818) 502-1791. The Foundation will be a catalyst For recognition, promotion and support of California Bicentennial Commission/Foundation Statement of Purpose Tn response to Congress' desire that each Stale organize a Constitution Bicentennial celebration, Governor Deukmejian and the California legislature established the California Commission on the Bicentennial of the Constitution. The Commission seated atax-exempt Foundation to encourage and facilita[e privare sector participation and financial support The Foundation will implement projects and programs recommended by the Commission as well as additional activities decided upon by the Foundation's Board of Tnutees. California will be an important focus of the Nation's Bicentennial celebration. 'The State's unparalleled resotuces will be utilized [o build a universal apprecia[ion and understanding of the Constitution and the rights and benefits it provides. The momentum developed from Call• forma's various non-partisan efforts [o intensify Constitutional awareness will be tarried beyond the four-year celebration. M "American Freedom Iikperience" F]cpasition Center will be developed on a permanent site that will enable California companies to maintain high-tech exhibits featuring different lacers of the American experience. This I7cpo Center will be a theme-educational attraction that will continue to catalyze public awareness and i, Yr: T ' +`w~ s r` ~. fl Foundation ojjtcers and stajj reorking at tGe Glendale location, from left: Peter F. Pau{ Pam Andrisanf Lynn Pentz, Louise Leigh, Jane Cracby, Cyntb! Stejenont and Ray Xabaker. Telepbone: (818) soo-1787. variotts educatiortal and commemorative undertakings throughout the state. It will also serve as a focal point for mazketing and corporate involvement in the Bicenrennia! jubilee, a period extending though the 1991 anniversary of the adoption of the Bill of Rights. COMMISSION REPORT Getting Recognition by,/ejjAllen, FxecutJUe Director During the Bicentennial Commemoration of our Constitution, we have the once-in-a- lifetime opportunity to honor the document that guarantees oirr inalienable rights and liberties. With the help and cooperation of California's official Fotmdaiion, many avenues for participation enthusiasm about the value of the Constitution to otrr society and way of life. The Bicentennial anniversary presents an extraordinary challenge to create one unifying experience shared by every Californian: renewed pride and apprecia- tion for the Constitution, the cornerstone of our government and satiety. Board Of Trustees OJJicers ~tnd Directors Bonita Granville Wratheti Co-chairman Ross Blakely, Co-chairman Mrs. Jane Crosby, Vice-Chaimtan Mrs. Coanne Cubete, Seaerary James M. Cirona, Finance Chairman Raymond D. Edwards, Finance Committee Mazguerite P. Justice George F. Moody Fred O'Green, Fund Raising Co-Cltairman Henry Salvatori, Fund Raising Co-Chairman Mrs. Jackie Ramos, Education Committee Gilbert R Vasquez [arty 7arian Commissioners Mrs. Jane Crosby, Chairman Mrs. Mazguerite P. Justice, Yce Chauman Mrs. Coanne Cubette Mrs. Jackie Ramos F_7r-Of f iCtO Dr. Bill Honig Senator Gary Han Hon. Teresa Hughes Jeffrey D. Allen, Ftitecutive Director and cotmdess resources aze available to all who want to be a part of the Bicentennial. Every city and county in California has been encouraged to become a Designated Bicentennial Community. Already more than 60 communities have applied for this recognition. We aze expecting 200 communities to have applied for designation by Sept. 17. When a city or a county becomes a Designated Bicentennial Community, it is authorized to use the j, State Bicentennial Logo, as well as the national emblem. The commtmiry can also grant official recognition to local projects and events. 'These events, along with all . those being conduced by the city or country will be listed in the State Register of Official Bicentennial activities. Similarly, whether you represent a company, a city, a church, a service organization or simply yourself, your project or even[ can be granted official recognition. Your ac[iviry will then be added to the State Register and publicized in this newsletter Applications for recognition of Designated Bicentennial Communities and official recognition of projects are obtainable through the Commission offices con Glendale. (See Designated Bicentennial Communities, page 5_) Editor RAY KABAKER Design CATHERINE LAMPTON Contributors PETER E PAUL LYNN PFNTZ CYNTHISTEFENONI JEFF ALLEN LOULSE LEIGH OJJice Manager PAM ANDRISANI Typesetting and Anrluction BONNIE FOX & ASSOCIATES Hinting SIINCLAIR PRINTING COMPANY Published by the California Bicentennial Foundation. Please send contributions to: 700 N. Brand Ave., Ste 550, Glendale, CA 91203 (818) 500.1787. Staff Peter F. Paul, I]cecutive Vice-President, Chief Operating Officer Ray N. ICabaker, Vice-President, Communications Lytm Pentz, Vice-President, Program & Marketing Verna Mattox, Treasurer Louise Leigh, Director, Community Outreach Program Pam Mdrisani, Administrative Assistant ~TVe-{6r ~wPfc "'cwi'fo`t Happy Birthday, Ben ~~ Disn Promotional Products and The California Bicentennial Foundation aze ii parentally proud to announce the artival of BISONTLNNLIL BEN. He'll stand out in any crowd, the little ~ hairy fellow with the curly horns, tr1-comer ' t~ cap, spectacles and hooves. But it's the quill that does it for eisontennial Ben, letting folks know something special about our Constitution that everyone can shaze with him on Sept. 17th. . . F Bisontennial Ben is the first Disney C ,character to be seated for an outside private organization and was donared to i the Foundation in support of the Bicentennial. He'll be seen in illusuation, animation and live appearances as well as gift shops, making his point that no one is too young at hewn to appreciate the Constitution and j what it stands for Bmsontennial Ben will be a very busy guy, helping the Foundation's rartipaign to encourage every Californian to sign a copy of the Constitution as a symbolic link between the Spirit of our Founding Fathers j and of our futtue: The 21st Century. California 200 Cot ~, The California 200 Coundl is the advisory committee for both the California Commission on the Bicentennial of the US Constitution and its non-profit Fotmdation. It is designed to integrate the participatioq counsel and good offices of distinguished California citizens representing the diverse disciplines and fields of endeavor found in the State. The Council also encompasses steering committees that will screen and etaluate Foundation projecs. Members Governor George Deukmejian Honorary Cbarrman Peter F. Paul Fxecudue Secretary Suzz Altirin Prof. William B. Allen Idc Gene Autry Mc Donald P. Baker Dc Edward Barker Mr. Robert F. Beaver Mr. Joseph I. Bentley Mr. Ross M. Blakely Mrs. Henry Braun Mrs. Margaret Martin Brock Hon. F~rttund G. (Pat) Broan Hon. Willie Brown Mr. Robert T Campion Mr. John G. Carlson Alt Jim Chanson Sen. Alan Cranston Mc Mike Cutb Hon. Julian Dixon JUNE/JULY 1987 Sinclair Printing Company is California Bicentennial Printer '. Ho.001~68 Rlcbard Stnclalr, bead oJSinclalr Prlnang Company, presents symbolic check to Foundaaon Tirrstee blarguerlte P. Jusace, pledging sponsorship package of donaaon and printing support 'Ihe Foundation has designated Sinclair Rioting Company as a Founding Sponsor in recognition of Sindair's donation of 150,000 in cash and in-kind services. Sinclair will support the Foundation's major printing requaements and will be the principal source in California for porker-size reprints of the U.S nsutution. e Foundation will sell customized ions to organizations ar a bulk rate of 15 - 20 cents per copy. Richard Sinclair, a foutth-generation primer; is head of the company begun by his grandfather in 1929. The plan[ occupies a 60,000 square foot faciliry housing 3 web presses, 6 sheet-fed presses and complete pre-press and bindery operations. dud rent a car ~udg~t Rescrvallons ~ .,. Budget Rent-A-Car of Southern California, pledging (50,000 in combination of cash and use of automobiles, became [he Foundation's firs[ founding sponsor in November of 1986• The Company also donated installation of cellular telephones in the vehicles, thus facilitating Commission and Foundation mobile office business a[ a aitical time of early organization efforts. Fleet cars will carry [he California Bicentennial logo on bumpers as an expression of Budget's suppott of the Bicentennial effort - Jeff Mirkin, (pictured above) Resider[ of Budget of Southern California also donated two convettibles to a '"Rtank you, the Veterans" parade May 9 in Los Angeles, as part of the Foundation's patticipation in one of the lazgest parades in LA history. Sponsor a Proj ect The Foundation is seeking sponsors for the following special projects. Incentives are available [o encottrege corpora[e and individual sponsors that identify a public service project with corporate or individual objectives: 1. Posrea/Poacsr CONSnnmON PaglECrMtilti-formatted Constitutions in English, Spanish and other language translations require subsidies for customized versions to be distributed to the public. 2. CUN5n'nr170N B.uvrtFZt/POSrEx/SncrcEte Specially designed logo banner for display on residences, businesses, designa[ed public streets and automobiles, endorsed as a National projett by the President's Commission, requires subsidy for universal distribution. 3. Txa Coxsrrnmox A V;deo 34minute celebrity narrated visual presentation of the Constitution by award winning producer for National distribution to schools and through movie theatres. (Distribution rights will return subsidy to sponsor.) 4. "800" [NroantnnoN Hon.nva Roviding updated Bicentennial activities to the populace of California over the four year period, including various timely messages and related information. 5. "976" Fotnvonvc FAnrrxs Ixsrttunoxnt MFSS~ots Self-liquidating telephone service that will provide dramatically re¢eated speeches and messages of an inspirational nature to every Californian as well as providing a vehicle for popular support of [he Foundation. 6. Truva,t.Qtc MAU. )ran®tr Animated/Robo[ic educational and entertaining mobile exhibit to travel throughout [he Stale to educate and en[ertain the public. 7. ConureNnEtt LmeatY Marvel Created Heroic Figure For 7-10 Year olds- Califomia-origin heroic figure/mascot to bring the Constitution and the Founding Fathers [o life for young comic readers. To be used in educational comic books and as a mascot at schools and youth events. September 17th Statewide Signing Party Celebration The shottened days of September are already here for many Bicentennial planners looking to Sept 17th. Philadelphia will hold the national focus of that day marking the exact time 200 years ago when the Constitution was signed by 39 of the 55 delegates who had gathered for the Constitutional Convention. 'Ihe Foundation is projecting an all-day occasion to share that moment, beginning with a swearing irlof new citizens at the Independence Hall replica a[ Buena Park, followed by an ahemogn of celebrities and entertainment and an evening dinner with Governor and Mrs. Deukmejian in attendance. The magic momen[ is 1 P.M. Padfic Time on that Thursday, Sept. 17. All Californians will be urged to join in the national bellringing and balloon release, while mayors of every community aze asked to lead a symbolic signing of the Constitution. How does one simultaneously ring a bell, release a balloon, sign a documen[ and watch TV to catch the moment live in Philadelphia? On a Thursday that probably will not be a national holiday? Ask your local Bicentennial committee chairpersons. 4r__. Suggested Community Program (Courtesy National Commission) 7:00 a.m. Sunrise Ceremony Flag raising, pledge Reamble recitation Speech: Imponance of this dale 8:00 ReHglous services 'Ihe Importance of the Constitution and Religious liberties 10:00 "Living Legacy" projects dedication Rededication of court houses 11:00 Community Events Fairs Exhibits Displays Contests 12:00 Community Reading of Constitution 35 dignitaries, citizens 1:00 Join Phlladelphfla signing re-creation ceremony 200 seconds of bell ringing Boy Scours, Girl Scouts launching balloons Ivcal signing ceremony 2:00 Band concerts, award ceremonies for essay contests 8:00 Banquet, fireworks, plays, ~ bonfire, candlelight parade, sports stadium event, ,song festival Budget Puts Us on Wheels page 4 Bicentennial Events C~lend This space reserved for announcements of Bicentennial activities in California. Please put us on your distribution list for notices of special events and days of note. June 12 ~~~~~~~o~ ~ ~°e ~`~ Foundation campaign (see column p. S) begins in Ivs Mgeles with statewide workshop for Bicentennial organizers. Panicipanrs attend luncheon, co-sponsored by Town Hall of California, with business community leadeis and Astronaut Btlzz Aldrin. Featttred speaker Howard K Smith addresses "The Challenge of the Ttvenry-First Century." In CONGRESS Juar a. vl~. irect® Events, Community Committees, Projects Recognized Rojects The following projects have received official recognition Gom the California eicenrennial Commission. Use of the national and California Sate Bicentennial logos b authorized SDOnsor Amerign River College Title College-wide observance Type Academic, Cultural, social activities Concoct Dc Richard McCormac (916) 484-8759 Sponsor California Council For The Humanities TrBe Various events Type Panel discussions, scholarly, dramatic presenptions Concoct Caitlin Croughan (415) 391-1474 Sooruor Friends of the South Pasadena Public Ubnry Title "200 Years and Counting' Type TUcsday evening lectures Contact Ur. Paul Zall (213) 2558041 Sporaror league of Rbmen Voters (Palos Verdes Estates) Title Ppp Quiz and Education Rofea Concoct Sue Bohn (213) 377.3033 $oonsnr Santa Clan University Title Institute on the Bicentennial Type Iccturrs Contact Rev Paul J. Gods, SJ (408) 554-4443 Sponor Eagle Fonrm of California Education and legal Defense Title Roject Constitution Type High School Education Conmcr Jo Ellen Allen, Resident (714)6460955 Sponsor Hellenic law Society of Southern California Tide Symposium - He11eNC Roots of the Constitution Type Symposium Contact Peter G lagarias (415) 421-6881 Sportsnr (vs Mgeles Association of the U.S Army Trde 1987 Army Ball Type Social Ebent Contact Fd Clark (213) 47&8085 Sponsor lJrban Indian Child Resource Center Title Symposium on Indian Family Values Type Symposium Contact Travis Kinsley (415) 83b2386 Sponsor Walt Disney Media Company Title The Constitudon: M American Adventure Type School film strip Concoct Sallie Zemlin-Kisor (818) 8461715 Sponsor San Joaquin Delta CgBege Title Commemoration Type Various Bicentennial/eduradotlal school activities Contact William Dofilemeyer (209) 474-5262 Sporuor Touch American History Title Commemoration I7thibit Type Exhibit historical documents with totrctlsaeen automation Contact Dt David O. Ievine (213) 3067551 Sponsor Center for International Understanding Tide "Celebrate Constitution Day" Type Concen/workshop/banquet Contact Keith B. Fnger or Ieon B. Banda[ (619) 757-2121 x233 Sponsor Thousand Oaks News Chronicle Title School Essay Contest Type Essay with wither publication Contact Marvin t Solna (805) 4963211 Sponsor Re-lasv Society, Cal State University, .Northridge Title Bicentennial celebration Type Symposium/speakers Contact llob Sack (818) 784-4820 Soonror South Bay Bar Association Title lawyer in the 5th Grade Classroom Type Speaker for school program Contact Robert A Welboum (213) 3264295 Sponsor Cameron McKay Rodtrctlons, inc. Tide 'the Founding Fathers Speak Type Tape cassette with school instmction guide Contact Cameron McKay (213) 463-6073 Rojects Approved With Foundatlon Joint Sponsorship SpOnSOr Cameron McKay I'todtrctions, Inc. Title The Founding Fathers Speak Type Tape cassenes pacJage with school instruction guide Contact Cameron McKay (213) 46}6073 Sponsor Banner Projett Tide National Cotutitutlon Day Banner . Project 71Pe Home, business, office, school "We The People" banners w/edurrdon material. Contact Fotmdation or Jim Iew (213) 457-7066 Sporuur Ctuomosohm Media, inc. Tide Birth of a NfiWORID Type Multldmage spectral event presrntatlon Contact J« Sohm (818) /#&4666 Foundatlon Roposed Events, Rojects, Rograms ~, Following is a calendar of projected evrna representing the core of the Fotmdation's direct sponsorship activities 1. June 1$ 1987. Foundation workshop fa stare-wide planners. I.os Angeles. 2. June 12,1987. Buzz Aldrin hosts kickoff luncheon for corporate community. ins Mgeles 3. Sept 142Q 1987. Constitution Week celebndon. 4. Sept 17, 1987. Constitution Day Signing Party. Ceremonial events statewide including t; hymbolic signing of the Constitudon with mayors a[ city halls and Gov. Deukmejian ai Independence Hall replica, Buena Park ? Special rntenainmrn4 swearing to of new citiutls, statewide bell ringing, balloon release, Governor s Ball. 5. Sept. 1987, June, 1988 Cidzrn Ratificatlon Project Pbster size Constitution with summary widety available for cltizrn symbolic participation in n[ificatlon process. 6. rapt 1987.1992 Regional elec~onic Town Hall meetings begin, cosponsored by Institute for Cultural Affairs, ..Choosing Our Future;' League of Women Voters. 7. Jan. ], 1988 Rose Parade fiaac The Foundatlon is prepared to sponsor a Bicentennial theme Hoar. 8 Jury 21,1988 Internatlonal homage to the Constitution. A could-national salute from many of the 76plus countries whoa form of government derives from American-style COr[stitutiOnal law. 9. July. 1988 Governors Ratifirauon Celebration, benefit for Foundation's permanen[ 6cpo Center dedicated to the American 6cperience under the Constitution. Sponsorship commitment from Merrill lynch. ~. ;~'' ,. ~ - _- Y • t, I1 u rC16Fr ttttoadmota~rtfaration ~.~ ~ States o(~Cvterita. y' 7987 ~Iov~ to Get Involved Individual: # Read the Constitution # Participate in state and local events # Find out who[ schools, libraries, organizations and corporations have planned * Fly a Constitution Day barter on Sept 17 Check with Ciry Hall. Yotrr community may have already established a Bicentennial Commiaee. If not, help create one. Get your company to o9'er an employee celebration program. Businesses and Organizations: * Plan a calendar of activities commemorating the Constitution., * Dedipte a function to a Constitutional theme with a keynote speech, discussion or memorabilia. * Become an Official Sponsor with the California Bicen[ennial Foundation Use the official state logo for promotion, memorabilia and fund raising. # Encourage employees to participate in commemorative acvvides. Committees: Consider recruiting representatives fiom these organizations for your Bicen[ennial planning comminee: PTA/School Board Thearre/Mtuical Talent Historical Society Fraternal groups PR/Advertising/fund raising league of Women Voters groups Chambers of Commerce Schools and colleges Senior Citizens Groups Local Government Churches, Temples Public library Media Local BarASSOCiation - Community Action Organvatioru Suggested Bicentennial programs & projects: Public reading of the Tree planing, garden projects Constitution Student an, essay contests Signing the Constitution Debates, speeches Book/discussion groups Sept 17, 1 P.M. (PST) national Town Ball meetings bell ringing, signing ceremony Colonial waft fair Sponsored education materials Parades, concerts, Plays -OttgOing projects and plaits to stimulate and develop grass roots participation in meaningful Bicen[ennial activities. The Foundation welcomes corporate suppott u appropriate. # Pocke[ Constitution w every sra[e resident # School programs. Foundation sponsorship of teaching materials and curricula, special assemby programs # Educational tours. Foundation sponsorship for Mobile Archives (bookmobile) providing edumtional exhibits far sdtool and community access # Broadcast and videotape rnaterial for public service programming under Foundation spdnsoship. Founding Father series. # Assemblies. Special gatherings devoted to discussion and debate on Cons[itution- oriented concerns. A laavyers assembly, a journalists assembly, a historiarts assembly, a politirians assembly; a special students assembly. # Constitution Trivia Crone. Foundation sponsorship of a trivia game based on research into the Constitution through a game fomrat, for schools and general public. # Fleaonic and Inca) Town Hall meetings # We The Attisrs. Foundation solicitation of special works that aristicalty express Facets of free expression under the Constitution. # Mthology of Essays. Short piece tom prominent Americans and world leaders, presenting individual perspectives on the Constitution. # The American Experience Fkpo Center A museum/azchive facility erxompassing a range of programs and achievements N the Bicentennial framework A permanent public legacy expressed in film, showcase exhibits, etc. Foundation Coordinating Center (Glendale) # Community Ouaeach Program network Facilitating the Row of information for Bicenrennial coordinators throughout the Snre. _- # Private sector sponsorship packages. Fadlirating participation of corporate entities that associate with a program, project or event[hrough Foundation auspices. # Speakers Bureau. Maintaining list of histodans, akomeys, educators, civic leaders and others Who are available for vavel to speak to groups and meetings. # Newsleae~ Periodic updating of Foundation information regarding events, coordinator 'i contacts, notices, etc. # Recognition of Official Bicentennial Broadcas[ers: local radio stations pledging . significant coverage of commwiry Bicentennial activity. # 800 telephone access for public information on recorded message. # 976 calla support telephone service fa inspirational and educational message concerning Constitution and Founding Fathers # Computes bulletin board access to schedules, contact information. # Media contact, press distribution, briefings and 6dlitating interviews. # liaison with National Bicemennial ~~.: .:*~: Commission. ,. Designated Bicentennial Communities Alameda Moorpark Arcadia Napa/NapaCounry~ Azusa Nevada Ciry Belvedere Newport Beach Big Bear Valley Cyai Canrarifio Palm Springs Costa Mesa Piedmont Cupertino Plymouth Del Mar Rancho Palos Verdes D Dorado County Redlands FJ Monte Riverside/County F15egundo Sacramento/County Fortuna San Bernardino Foster Gry San Clemente Fresno San Diego Cotmry Glendale San Juan Capisaano High desert area of: San Marcos San Bernardino Cry. San Mateo Hunring[on Beach San Marco County '~ Imperial County Santa Fe Spdngs Kern County Santa Monim la liabn Santa Paula la Mirada ~ Semi Valley lafayeae Sonoma County lancasta South Pasadena Iawndale Thousand Ctaks/Conejo Valley Ins Mgeles Tracy Manhattan Beatfi Tulare Manteca Tulare County Menlo Park Vennua County Millbrae Victorville Milpitas Vista Miraposa County Wdnut Montebello Westminis[a It's Our Constitution # We 16lake It Fork };~#a ~ .. ,: :a•:.3~x~ 4a._. page 6 Resources auDlo wsuaL OrvConsNmtfon Historial drama on videocassette. Source: Video Yesteryear, Box c Sandy Hook, C 06482 Frorgoaon FreedomsYdeotape and discussion guide for program sessions student and adult audiences. Source: American Bar Asssocia[ion, Young Lawyers Division, 750 N. Lake Shore Drive, Chiag0. IL60611. Te1.312/98g5611 Blesnings of Liberty IS' videotape. National Park Service EDUCATIONAL Books Bibliogaphy (45 books) National Bicentennial Commission Selected Bibliography (39 books) Source: California Bicentennial Foundation (818) SOa 1787 Bibliography (200 books) Source: The American Bar Association. 750 N. Lake Shore Drive, Chicago IL 60611. Tel. 312/98&5611 Selected Bibliography (24 pages) Source: Bay Area Reference Center, San Francisco Public Library, Civic Center: San Francisco, G 94102 Seletted "Books About Our Constitution and America's Heritage" Superintendent of Documents, Government Printing Office, Washington, D.G 20402-9325 Booklet. about 7be Corunrunon of rbe United Scores of America Scriptographic bookie[ on the Constitution. For all ages. Also coloring book[ (8 page) Source: Channng L Be[e, Inc., 200 State Rd, South Deerfield, MA 0137}0200 Booklets: Collecion: Democracy in Amnia: Alexis de Tocqueville Observes the New Order Locke and the Problem of Civil Religion Thomas Jefferson, The Founders and the Constimtion Change Fundamental Laws and Individual Rights in the 18th Century Constitution Equality, Natural Rights and the Rule of Law: The View From the Amerian Founding The Federal Government and Slavery Source: The Claremont Institure, 480 N. Indian Hill Blvd, Claremont, G 91711 (714)621.6825 Booklets: Plant a Uving Legacy Community planting projects to celebrate Bicentennial Source: California Bicentennial Foundation (818) SOa 1787 7be Consn'tun'on atAGlance One-page summary and guide ro the ConsliNlion Source: California Bicenrennial Foundation (818) 50a 1787 Celebrate -It's Your Constitution For new citizens, schools Source: Sceney Publiations Inc., 11 FAgemoor Road, Timonium, MD 21093 (30l) 252-2509 Boy Scouts Constmtion Bicentennial Patrb Program A patch can be earned by participating in designated Bicentennial Activities - Soum: California Bicentennial Foundation (818) 50(}1787 Collections "We The People" resource book 46 page mllettion o(plays, books, audio-visual materials, quotes, quiz, organizational guides American Bar Association/American Ubrary Association Source: ALA Graphic, Public Information Office, American library Association, 50 E Huron St, Chiago, IL 60611 Diuourse Delivered at the request o(the New York Historical Society in N.Y. City on April 30th, 1839 (50th Mniversary of the Inauguration of George Washington) by John Quincy Adams. 56 pages Source: New York Hisroral Society, 170 Central Park West, New York Ciry, NY Pamphlet: Ibe Blasings of liberty: 75e U.S Cortrdmtion 1787.1147 (38 pages) Source: The Huntington library, 1151 Oxford Rd, San Marino, G 91108 (818) 4052100 Pamphlet On Being 18 Source: Gladys D. Kauffman, 6cec. Dic., Wisconsin Bar Foundation, 402 W. Wilson St, Madison, Wisconsin 53703 (608) 257-9569 Publications & Materials on the Constitution, Social Studies Materials Catalog. Source: Constitutional Rights Foundaton, 601 S Kingsley Drive, Ins Mgeles, G 90005 (213) 487-5590 Publications, Gifts, Mdiovisual programs Source: National Archives Trust Fund Dept 425 (NEPS) Rm. G 1, Cashiers Office, Washington, D.G 20408 Public Service advertising materials, information package, Radio and TV PS4s, newspaper slicks, bibliography Source: The Advertising Council (Jack Taylor) 825 Third Ave., New York, NY 10022 (212) 75&0400 School lessons on the Consdtunon (298 pages) Supplement to High School Courses with UserY Guide72 pages. Rojett '87 by American Historical Association and American Politial Sciertce Association Contatt Rojecr '87, 1527 New Hampshire Ave. N.W., Washington D.G 20036 (202) 4832512 Center for Civic Fduation/law in a Free Society School Program 10 High Schools m each Congressional Distritt in California will be selected to receive a se[ of books on [he Constitution (grads) Contact your Congessman or call Debbie Canis (s18) 34a93zo "A Celebration of Citizenship." Sept 16, 1987 all day teach-in, promotion materials including radio, TV PS4,s, booklets, print ad slicks. Source: ANPA Foundation (Claudia Basket) Box 17407 Dulles Airport, Washington, D.C. 20041 (703) 648-1048 USA Frea?om (Teachers Guide) 30 pages Source: USA Today/Classline, P.O. Box 500 C4 Washington D.C. 20044 American IndiansAnd 7be US CorrsNlution. Radio and TV PS.SS, booklet, visual presentations, teacher kits, paperback Source: Institute for the Development of Indian law (Lynn Kickingbird) 1104 Glyndon St SE, Yenna, VA 22180 (703) 938.7822 7be Founding Fathers Speak 5-cassene (14minute segments) school package with teaching guide, dupliating masters. Additional version for home. "Ihe Constitution of the United States -For Kids." Single cassette, illustrated book in binder. Source: California Bicentennial Foundation (818) 50x1787 We AreAQAPar! of it - USIA Musical Skit for Children Source: Norwopd School, 8821 River Road, Bethesda, MD 20817 7be Constitution: liMe Short of Mirarie Ckre att drama for High SrhooLs (3x40 niqutes) iotl{Ce: The American Legon, I?O. Box 1055, ndianapolis, W 46206 RAGS AND BANNERS Jational Constitution Day Banner Projett We 7be People barmen for exhibit on Sept 17 .987 and key dates thereafter Home and tusiness sizes. ource: California Bicentennial Foundation 876) 500-1787 he Constitution Flag Rojett ;opy of original Rag used at Consttution onvention ource: California Bicentennial Foundation B18) SOa 1787 HISTORICAL ENTERTAINMENT Freda Wayne pomays Ben Franklin. 20 years stage, TV, personal appearances. Borate: California Picentennial Foundation (818) SOa1787 WE 7NE PEOPLE Original musical play (80 minutes) Source: Steven Otfinoski, 34 Warwick Ave., Saadord CT 06497 eftenee of9 ~~' ~ ' OP+,ca 3+v ~~_ ..r ; i : '* ,~ `e ~~a~'; 'Q k~b . / r0 `~~% r A~ ~~ty ~.~ ~ ~ ~ Cabea4nte Qv~ e POSTERS ]amen Madison We The People Stars and Stripes The Blessings of liberty The Signers of the Constitution Philadelphia in 1787 Tis Done, We Have Become A Nation The Constitution Collection Signing of the Constitution 10 Headline Decisions on the U.S Constitution Famous American Authors - The Reamble Delaware Becomes the Fust Stale Source: California Bicentennial Foundation (818) SOa1787 PROMOTIONAL ~' "Summer ofGreatAmerianHOSpitaliry. Resource Id[ including logo sheets, artwork; historical calrndaz and anecdotes, suggested ways to tie American historywirh summer ~' promotions. Radio TV PSAs Sourre: American Hotel and Motel Association, Educational Instimte, 888 Seventh Ave., New Yozk, NY 10106 (212) 2654506 RADI O DateUne: 778714 half-hotu tape episodes in documentary/reporege from the 1787 Constitutional Convention. With 23 page informative listening guide. Reduction supper[ from National Endowment for the Humanities. Source: National Radio Theatre, 600 N. McClurg Coun, Ste. 502-A, Chiago, IL 60611 Daily summaries of events at the Constitutional Convention (scripts). May 25-Sept 17, 1787 National Archives, LA Branch, 24000 Avila Rd, P.O. Hox 6719, laguna-Niguel, G 92677-6719 (714) 64}4241 " National Archives, 1"A Branch, 24000 Avila Rd P.O. Box 6719, Lagtrre-Niguel, G 92677-6719 (714)64}4241 Public Service Spots (1:00) Gregory Peck narrating 24 messages on the Constitution Borate: Las Mgeles Cotmry Baz Association, 617 S Olive Stiee[, Los Mgeles, G 90014 (213) 627-2727 Daily scripts May 11 -Sept 17, on events 200 Years ago. Source: National Association of Broadas[ers, 1771 N Sweet, N.W., Washington, D.G 20036 (202)429-5422 TELEVISION Public Service Spots iotuce: California Bicentennial Foundation ,818) 50a 1787 U.S. DEPT: OF DEFENSE UI Service branches will assist local 3icentennial celebrations with bands, color guards and eduatonal material Resource Gurde(90 pages)U.S Army Soldier-Statesmen of the Consrinrdon, A 4icentennial Sen'es 23 pamphlets profiling the signers who had fought in the Revolutionary RFar ource: Kathy Ross, U.S Army Public Affairs - os Mgeles, 11000 Wilshve Blvd., Suite 10104, ns Mgeles, G 90024 (213) 209-7623 7uotulaA - •.k~l/tS1LT7 b~~.l ~__. • s JUNE/JULY 1987 page 7 'ft1t~{fu )'copfi "va JYW' Happy Birthday, Ben Disney Promotional Products and The California Bicentennial Foundation are parentally proud to announce the artival of BISONTLNNIAI. BIN. He'll stand out in any crowd, the little hairy fellow with the curly horns, tri-comer cap, spectacles and hooves. But it's the quill that does it for Bisontennial Ben, letting folks know something special about our Constitution drat everyone can share with him on Sepc 17th. Bisontennial Ben is the first Disney character to be seated for an outside private organi7adon and was donated to the Foundation in support of the Bicentennial. He'll be seen in illustradon, animation and live appearances as well as gift shops, making his point that no one is [oo young at hear to appreciate the Constitution and what it stands for Bisontennial Ben will be a very busy guy, helping the Foundation's campaign to encourage every Californian ro sign a copy of the Constitution as a symbolic link between the Spirit of our Fotmding Fathers and of our future: The 21st Century. ~OfII~a ZOO COUIIC~ 'ihe California 200 Council is the advisory committee for both the California Commission on the Bicen[ennial of the U.S Constitution and its non-profit Foundation. It is designed ro integrate the participation, counsel and good offices of distinguished California citizens representing the diverse disciplines and fields of endeavor found in the State. The Council also encompasses steering committees that will screen and evaluate Foundation projects. Members Governor George Deukmejian Honorary Cbairrnan Peter F. Paul ExecuNt+e Secretary Buzz Aldrin Prof. William B. Allen Mr. Gene Autry Mr. Donald P. Baker Dc Edward Barker Mr. Roben F. Beaver Mr. Joseph I. Bentley Mr. Ross M. Blakely Mrs. Henry Braun Mrs. Margaret Martin Brock Hon. Edmund G. (Pat) Brawn Hon. Willie Brown Mr. Roben T. Campion Mr. John G. Carlson Mr. )im Channon Sen. Alan Cranston Mr. Mike Curb Hon. Julian Dixon KCIN, ~ctorville, is First Official Bicentennial Broadcaster KCIN, a 500 watt daytime radio station serving the Vittor Valley northwest of Los Mgeles, is the first Official Bicentennial Broadcaster recognized by the California Bicentennial Foundation. The arrangement brings the California State Bicentennial logo to KCIN programming and promotions, and provides a channel of public service and other program material for KCIN audiences. Bill Peters, KCIN News Diretto5 is producing a series of daily public service scripts provided by the National Association of Broadcasters, keyed to. events of 200 years ago leading to the Sepc 17 signing of the Constitution Station personalities aze voicing the dairy pieces, which began May 11. Peters has also received voicing commiunenrs from lord dignitaries, Sate Senator' Bill Richardson and Assemblyman Bill Leonard, U.S. Senators Cranston and W Lyon and celebrities including Charlton Heston, Marie Osmond and the Judds country music group. Peers will make his tapes available to the Foundation for networking. Other Officeal Bicentennial Broadcasters recognized to date: KCSN, Reseda; KGFJ, KFWB, KNX and KFI/KOST, LA; KLOA, Ridgecrest; KLTW, San Luis Obisbo; KXO, FJ Centro; KZIQ, Ridgeaesr, KDIG, San Bemaidino; KERN, Long Beach; KEBR, Sactamen[o; KG[L, Mission Hills; KOBO, Yuba City; KCIN, Ventttta; KHSI, Chien; and KRIA, Pasadena. My station is eligible for recognition. Hon. Don Edwards Mr. Duane Elgin Hon. Roben Finch Hon. Robett M. Garrick Dr. Amtand Hammer Dr. Harty Handler Mr. Bence Herschensohn Mr. Charlton Heston Hon. James B. Hodgson Mr. Henry Y. Hwang Mr. Cyril Johnson Mr. Cazl N. Karcher Ms. Claudia M. Keenan Hon. Tom Linton Mr. Russell F.; lesser Attorney General Edwin Meese III It Gen. James E Moore, Jr. Hon. Carlos J. Moorhead Hon. Richard M Nixon Mr. Robert T. Patty Mr. Jerrold Perenchio Mr. Neal Rogin Dc Charles N. Quigley Dr. Jonas Salk Mr. Henry Salvatore Mr. Bang A Sanders Mr. Jeffrey Scott Mrs. Frank Seaver Hon. George P. Shula Hon. William French Smith Mr. Holmes TuNe Mr. Peter V. Ueberroth Hon. Diane E Watson Mr. George. M. Williams Sen. Pete Wilson Mr. David L Wolper Bonita Granville Wrather Ms. Julia Wu Hon. Zev Yaroslavsky Mr. Paul tiffren With support Erom the National Association of Broadcasters, the California Broadcasters Association and the Southern California Broadcasters Association, the Foundation aims to provide a network resource base for broadcasters committed [o Constitution Bicen[ennial coverage and participation. '~~.~_ Berefamin Frank!!n, ttre elder statesman of the 1787 Constttuttonal Corwendon, seen !n the guise of Fredd Wayne. 7be veteran actor, wbtase stage work Includes 20years ojperjorrnances as BerrJantln Franklin, w!llpersonlfyWe Blcentenntal commemomtton at various euents in Ca!ljornta. page 8 IUNE/IIbY 1987 "We the People Means You" A Four-Year Grassroots Celebratioin by Lynn Pentz, Program Director With Just 13 years remaining before the turn of the century, the Bicentennial celebrations of 1987-1991 combined with the 500th anniversary of Columbus' founding of the New World in 1992, provide 'fie the people" of California a once-in-a-lifetime opportunity to not only reFlect on and celebrate ore heritage but to explore "our posterit}r' ...the 21st Century, as well. The Foundatlon's June 12th event initiates a four-year celebration and gmpaign entitled "We the People Means You" [hat will bring together individuals, corporztions, organvadons and communities in a vaziery of activities designed to rednspire panicipatory democracy and re-awaken the importance of our government being "oF the people, by the people and for [he people." The centerpiece of this year's effon is the Sept 17th "ConstiNtlon Day Signing Patty;' as Californians join the rest of the nation in state-wide bell-ringing ceremonies, re-enactments of the signing of the Constitution and a 200-second pause which will allow individuals to commemorate the importance of this occasion in their own personal way. Our effon will be strengthened by the presence of Buzz Aldrin, whose work with the campaign will remind Californians that the same pioneering spirit that created the world's lust Constitution assuring self• government also led to an American landing on the moon and continues to inspire Californians to be on the crrtting edge of business, technology, lifestyles and trends. M example of California's innovative and resourceful panicipadon in the national scope of the Bicentennial will be a stale-wide four-year process of electronic local and regional Town [call meetings. Using the latest technologies in teleconferencing and phone-in voting, we're asking for your input to produce a 204yeaz progress report on our potentials, issues of concern, priorities and yardsticks for creating a positive future. [t is "We the people" of the 20th century who are the inheritors and 7btc computer-gerurrated iruage, destgsred by Redo Bos on Dupont Design Tecbrtotogy state-of-ffie-art tutu appear on the cover of 25 mtUlon G7'E telepbone dtrectorles to Calljornta. Grside pages wiU desc~Ybe We Blcentenntal and fbe Foundation's role in Bicentenntai co»rmemorotion actirXty. California Blcentennlal Foundation ~! 700 North Brand Blvd, Suite 550 Glendale, California 91203 Constitutional Trivia Which one of the following states was NOT one of the original t3 colonies? NEW HAMPSHIRE VERMONT NEW YORK VIRGINIA atrstuer on page 6 caretakers of our Forefathers' American Dream. let's not miss [his oppommiry to actively remember; it is also "We the people" who aze the Founding Family of the 21st century. "We the people" means you and me. let's celebrate. Spreading the Words by Ray Kabaker, Director of Communications We hope this publiradon is helpful to Bicentennial planners throughout the state, and [o the general public, as people look to opportunities for participation. As a newsletter, the Almanac will have a place for almost everything Bicentennial, and we encourage organizers to let us know what's happening so that we tart pass along the 6tts and contacts. We intend to establish an 800 telephone number for general inquiry buaressed by a 976 service that will feature interesting Constitutional infomation as well as talendaz and project news. We also look towazd computerized access -steely appropriate in California . that can bring data base updates connecred to the National Commission and other states. Radio is important to the Bicentennial, and the Foundation is encouraging stations to become Official Bicentennial H Broadcasters. (See page 6.) We're also planning to sponsor Town Hall meetings, some of them electronic and networked A state-wide public service advertising crrttpaign will be under way soon, reinforcing the Ad Council's national effort Several television specials are keying on the Consdturion Bicentennial. Amid all the high-tech, instant access of information, inspiration, eduptlon and interpretation, one projec[ seems especially interesting. Thirty-seven prominent personalities gathered in downtown Chipgo a while back, to give a public reading of the Constitution - a one-minu[e segment each. Wi[hout any advance publicity, the reading atuaaed thousands of passers by and the news media covered it as an imporart event Is there some magic in that kind of face m face setring, where people can identify with the situtation that might have omured eight generations ago? The whole idea of the Bicentennial begins with the simple step of personally connecring with dte Constitution. Otherwise, it's just a specta[or sport ~RST class ~. -- . lr u e i • Oo~D ~ ~~~~~~~ S i• QESiGNATEQ HERITAGE RESOURCES QRQINANCE QATE PROPERTY flPN ~lUMBER QESifi1~lATEQ Saratoga Foothill Glub 397-22-3t HP-1 3121184 (20399 Park. Place) Villa Montalvo 517-15-12,13 HP-2 4118184 lMontalvo Road) Central Park 397-30-53 HP-3 / $/15!84 William King House 517-0$-046 HP-5 4!171$5 (14672 Oak, Street) / Saratoga Historical Museum 517-10-13 HP-7 10116!85 Saratoga Public. Library 517-10-12 HP-9 / 10./16185 (14410 Oak Street) McWilliams House 517-10-13 HP-10 / 10116!85 SOffice of Saratoga Chamber of Commerce) Nardi e- House 517-8-4 HP-11 3/5!86 414650 6th Street) Saratoga Volunteer Fire Bell n/a HP-12 4111$7 (near 14434 Oak Street) Missionary Settlement House y 517-$-17 HP-13 4/1/87 i ~~~~ ~ \~ ~~ . ~~ 1 ~ ~ ~~ , ~~ ~' ~ ~ • ~~~ '.. ~- STATE OF rAUFORNIA-THE RESOURCES AGENCY GEORGE DEUKMEJIAN Governor _~ STATE HISTORICAL RESOURCES COMMISSION •I'''~• DEPARTMENT OF PARKS AND RECREATION ~ ,. ~ST OFFICE BOX 942896 CRAMENTO, CALIFORNIA 94296-0001 916) 445006 F~~ti.`{Ya ~'3 W~L. F< .. fe ~ n '-n- i.r-:I~af~S~fLI ~~~i { . NOTICE OF HEARING STATE HISTORICAL RESOURCES COMMISSION NOTICE IS HEREBY GIVEN that the State Historical Resources Commission pursuant to Section 5020.3 of the Public Resources Code and pursuant to law, will meet on Firday, August 7, 1987, in the City Council Chambers, City of Benicia, 250 East "L" Street, Benicia, California, to take action on the attached agenda. . :NOTICE IS ALSO GIVEN that any person may file a written statement on any subject on the agenda by writing to the undersigned, or by ` .presenting oral or written statements or arguments at the hearing at 9:00 a.m., or as soon thereafter as the matter may be heard. Inquiries may be directed to Sandra J. Elder, (916) 445-8006, or the State Historical Resources Commission, Post Office Box 942896, Sacramento, CA 94296-0001. NOTICE IS ALSO GIVEN that the Commission will hold a workshop on. Thursday, August i6, 1987. No action will be taken by the Commission during the workshop.. Kathryn Gualtieri Executive Secretary • STATE OF CALIFORNIA-THE RESOURCES AGENCY GEORGE DEUKMEJIAN Governor STATE HISTORICAL RESOURCES COMMISSION DEPARTMENT OF PARKS AND RECREATION ~ '.~. ,.' POST OFFICE BOX 942896 SACRAMENTO, CALIFORNIA 94296-0001 • (916) 445$006 MEETING OF THE STATE HISTORICAL RESOURCES COMMISSION DATE: August 7, 1987 TIME: 9:00 a . m. PLACE: City Council Chambers 250 East "L" Street Benicia, CA 94510 A G E N D A { I. APPROVAL OF THE MINUTES OF THE MEETING OF May 1, 1987: II. STAFF AND COMMISSION REPORTS Chair's Report Director's Report Legislative Update Executive Secretary's Report ; Progress Report on California Heritage Data .Management Advisory Committee -Progress Report on California Comprehensive Heritage Resource Management Plan Progress Report on State Historical Buiding Code Adviory Board III. GENERAL DISCUSSION AND DELEGATIONS: O~2 \~O . ~- I - 2 - y,~ ~"~, ~ \~ OL ~O • NATIONAL REGISTER OF HISTORIC PLACES -------- -------- -- -------- ------ IV. APPLICATIONS, RESUBMITTED: V. APPLICATIONS, PENDING: VI. APPLICATIONS, BOUNDARY CHANGE: VII. APPLICATIONS, FEDERALLY SUBMITTED: VIII. APPLICATIONS, NEW: Y _.: Engine House No. 31, Russian Hill Firehouse, San Francisco, San Francisco County Fern Cottage Historic District, Ferndale, Humboldt County Held-Poage House, Ukiah, Mendocino County La Belle Tour, Hollywood, Los Angeles County Old Elk Grove Historic District, Elk Grove, Sacramento County Russian Hill/Macondray Lane District+_900-982 Green, 1918-19.6.0 Jones., 15-84 Macondray, 1801-1809 Taylor, San Francisco, San Francisco County Russian Hill/Paris Block Architectural District, 1017-1067 Green Street, San Francisco, SanFrancisco County Russian Hill/Vallejo Street Crest District, 1020-1032 Broadway, 1-49 Florence, 1728-42 Jones, 1-7 Russian Hill P1, 1629-1715 Taylor, 100-1085 Vallejo, San Francisco, San Francisco Count South Bonnie Brae Tract Historic District, 1026-1053 Bonnie Bra , 1830-1851 W. 11th, Los Angeles, Los Angeles County South Serrano Avenue Historic Distict, 400 block of So. Serrano, Los Angeles, Los Angeles County • - 3 - IX PROGRESS REPORT: Following are the nominations that have been placed on the National Register of Historic Places. These notices have been received by the Office of Historic Preservation since the last meeting of the Commission: 9A9 0~2 \~~~ X20 O Courtlandt Gross House, Tehachapi vicinity, Kern County, 3-22-87 Eddy Tree Breeding Station, Placerville, E1 Dorado County, 3-31-87 (Fed Sub) Helme-Worthy Store and House, Huntington Beach, Orange County, 3-31-87 Zalud House, Porterville, Tulare County, 3-31-87 Fernbridge, Fernbridge, Humboldt County, 4-2-87 Al Malaikah Temple, Los Angeles, Los Angeles County, 4-2-87 Second Church of Christ, Scientist, Los Angeles, Los Angeles County, 4-2-87 Venetian Court Apartments, Capitola, Santa Cruz County, 4-2-87 Madrona Knoll Rancho District, Healdsburg, Sonoma County, 4-2-87 Baldwin Estate, South Lake Tahoe, El Dorado County, 4-1-87 (Fed Sub) Heller Estate, South Lake Tahoe, E1 Dorado County, 4-1-87 (Fed Sub) Pope Estate, South Lake Tahoe, E1 Dorado Co., 4-1-87 (Fed Sub) Lloyd Wright Home and Studio, West Hollywood, Los Angeles County 4-6-87 A. H. Sweet Residence and adjacent small house, San Diego, San_ Diego County, 4-16-87 Six Sisters-Lawn Way Historic Distict, Capitola, Santa Cruz County, 5-1-87 L-7 (Earth Figures of California-Arizona Colorado River .Basin TR), Stonehead, Imperial County, 5-1-87 L-8 (Earth Figures of California-Arizona Colorado River Basin TR), Winterhaven, Imperial County, 5-1-87 Angelus Mesa Branch (Los Angeles Branch 'Library System TR), Los Angeles, 5-1-87 Cahuenga Branch. - same as above Richard Henry Dana Branch - same as above Felipe De Neve Branch - same as above Eagle Rock Branch Library - same as above John C. Fremont Branch - same as above Washington Irving Branch - same as above Helen Hunt Jackson Branch - same as above Jefferson Branch - same as above Lincoln Heights Branch - same as above Malabar Branch - same as above Memorial Branch - same as above Moneta Branch, same as above John Muir Branch, ,same as above North Hollywood Branch, same as above . ~~ °F2 ~~~` X20 • - 4 - ~ • Van Nuys Branch (Los Angeles Branch Library System TR), Los Angeles, Los Angeles County, 5-19-87 Venice Branch - same as above Vermont Square Branch - same as above Wilmington Branch - same as above Wilshire Branch - same as above Robert Louis Stevenson Branch - same as above Beverly Wilshire Hotel, Beverly Hills, Los Angeles County, 6-12-87 First Trust Building and Garage, Pasadena, Los Angeles County, 6-12-87 . Chateau Chevalier, St. Helena, Napa County, 6-12-87 '~ I C A L I F O R N I A R E G I S T E R E D L A N D M A R K~S ---------- ---------- -------- i X. PENDING ACTIONS: ~ A. Registrations; - B. Plaques: XI. NEW ACTIONS: A. Registrations: E1 Monte--End of the Trail, E1 Monte, Los Angeles County Birthplace of Silicon Valley, Palo Alto, Santa Clara County B. Plaques: • E1 Monte--End of the- Trail, E1 Monte, Los Angeles County Birthplace of Silicon Valley, Palo Alto, Santa Clara County Landmark No. 369 - Chapel of Santa Ysabel (Site~of), San Diego County ,~ • . .• - 5 - XII. POINT OF HISTORICAL INTEREST: Alpine County Historical Complex Los Angeles County Exposition Park Rose Garden , Modoc County -Site of Town of Willow Ranch Napa County Napa Women's Club House ~A9 ~F2 ~y GL ~O " ~O Santa Clara County J. Gilbert Smith House (Los Altos History House Museum) XIII. TIME AND PLACE OF NEXT REGULAR MEETING: November 6-7, 1987 - Southern California XIV. PROGRESS REPORT: A. Registrations approved by the Director of the Department of Parks and Recreation: No. 973 Matthew Turner/James Robertson Shipyard, 1883-1918, Benicia, Solano County No. 749 Sahatapa, San Timoteo Canyon, Riverside County, spelling correction to SAAHATPA B. Plaques approved by the Director of the Department of Parks and Recreation: No. 973 Matthew Turner/James Robertson Shipyard, 1883-1918, Benicia, Solano County C. Dedications since May 1, 1987: No. 620 Yucaipa Rancheria, San Bernardino County No. 749 Saahatpa, Riverside County No. 970 Rainbow Trout Species Identified, Alameda County No. 973 Turner/Robertson Shipyard, 1883-1918, Solano Co. 0~2~ 2 ~,~ 2 ~OL~Of~G~~y. D. Future Dedications: No. 943 Cornelius and Mercedes Jensen Ranch, Rubidoux, Riverside County, October 11, 1987 No. 951 Battery Point Lighthouse,Del Norte County,9-19-87 No. 954 Croll Buildin~;,_Alameda., Alameda County No. 956 California Caverns at Cave City, Calaveras County No. 963 The Mojave Road, Los Angeles and San Bernardino _ Counties No. 965 Point Dume, Point Dume State Beach, Los Angeles County No. 966 Adamson House at Malibu Lagoon State Beach, Los Angeles County No. 971 Sierra County Sheriff's Gallows, Downieville,. Sierra County No. 972 Navy & Marine Corps Reserve Center,!~Los Angeles, Los Angeles County, 9-19-87 a ,...t.. ~l~ (Il National Trust for Historic Preservation July 9, 1987 Dear Member: • l~r~~.:~R,~~ JUL 1 ~ 1987 ~i f~e,Ij1i~j,~f+ ~~D L iY~, ii l'. ~~ ~. Enclosed are two memoranda from the Trust's Office of General Counsel, explaining the Supreme Court's recent decisio~:s is First Enctlish. v._ County a.f. I.~s. ~.naeles; a~.d Nollan v. California Coastal CommissioZ. The two decisions have important implications with respect to land-use controls, but should have little effect on historic preservation. The decisions have been misconstrued in the press as threatening historic preservation controls. Consequently, it is important that you--as a member of the preservation network--educate those in your community that the decisions do not affect the validity of historic preservation ordinances. Also enclosed is an editorial from the Trust's General Counsel, which we encourage you to submit to your local newspaper and/or publish in your own newsletter. Please feel free to use any portion of these materials in your own publications and correspondence, with appropriate credit given to the Trust. Sincerely, Catharine M. Gilliam Director Office of Preservation Services ~i 1785 Massachusetts Avenue, N.W. Washington, D:C. 20036 (2021 673-4000 !; ~~~ it~~~ w . National Trust for Historic Preservation fll SUPREME COURT LAND-USE RULINGS: RESPONSIBLE CONTROLS ARE NOT ENDANGERED If you choose to believe the advocates of unrestrained development, two recent Supreme Court decisions have sounded a death-knell for land-use controls. The prospect of large damage awards for regulatory "takings," it is said, will paralyze governmental efforts to enact or apply environmental protections, building height and density limits, and even public-safety restrictions on the use of land. Some have even suggested that local officials, fearing the invalidity of historic preservation controls, will be powerless to prevent the rampant destruction of important historic` resources. In reality; the only cause for alarm is that the holdings of the two cases have been so misrepresented that these predictions will become self-fulfilling. The two decisions are First English Evangelical Lutheran Church v. County of Los Angeles, decided June 9, 1987, and Nollan v. California Coastal Commission, decided June 26, 1987. The cases c early do favor the interests of property owners and developers. But both cases are relatively limited in scope, and should also be limited in effect. In First English, the Court addressed the narrow question of what remedy is available to a property owner, assuming that a governmental regulation has been invalidated as a taking "of all use" of his or her property. The word "assume" is Chief Justice Rehnguist's: the Court explicitly did not decide whether the specific governmental action challenged in the case (a temporary emergency ban on construction in a floodplain area) actually resulted in a "taking of all use" of the plaintiff's property. The Court held that compensation is an available remedy if a _ regulatory taking of all use of property can be proved. The case has now been sent back to the California courts to decide the merits of the "taking" question. Most land-use experts believe that the California courts will have no difficulty under existing Court precedents in finding that there was in fact no "taking." 1785 Massachusetts Avenue, N.W. Washington, D.C. 20036 X202) 673-4000 Supreme Court Rulings "~ Page 2 s ~ I, • It is essential to recognize that the First English decision in no manner addressed--much less changed--the law as to what types of land-use restrictions constitute "takings" of private property. This is a message lost on many: opponents of governmental land-use controls, in describing the case, have conveniently forgotten that the courts have consistently been reluctant to strike down land-use ordinances under "takings" challenges. In particular, predictions of damage awards arising from judicial invalidation of historic preservation ordinances simply fly in the face of numerous court opinions upholding such controls, including the Supreme Court's "landmark" 1978 decision upholding New York City's historic preservation ordinance under a "takings" challenge (Penn Central Corp. v. New York City). The real question, then, is whether the second Supreme Court decision--the Nollan case--represents any major departure in the .Court's view as to what types of governmental controls constitute "takings" of private property for public use. The answer appears to be that the case does not signal any major change in the law, although it indicates the Court's intention to take a closer look at whether land-use controls actually further the governmental interests they purport to promote. In Nollan, the Court addressed the validity of a state requirement that, in return for permission to build on their - property, landowners must grant the public a right of access, over a beachfront portion of .their land. The Court's inquiry. focused on whether the particular restriction in the case actually furthered its stated governmental purpose. According to the view of the majority, the stated purpose of the restriction--improved access to the beach--was not substantially furthered by the permit's condition for an easement along the beach. The Court was careful not to back away from the basic principle, laid out in earlier decisions such as Penn Central, that governmental controls on the use of land are not "takings" if they substantially further legitimate governmental purposes and do not deny the owner the economically viable use of the _ land. If there is any departure from those earlier cases, it is only that the Court can no longer be expected to take at face value the .statements of local government officials that the burdens imposed by land-use controls in any particular case are necessary to meet the burdens the development imposes on legitimate public interests. Nonetheless, this stricter scrutiny should not have an adverse effect on the overwhelming majority of land-use restrictions, including historic preservation ordinances. Unless controls have been imposed without adequate justification, they are unlikely to be successfully challenged. '~~ Supreme Court Rulings -- Page 3 Initial reports of both First English and Nollan raised the specter of local governments being forced to compensate property owners for overly burdensome land-use regulations. Although that possibility certainly exists, failure to indicate the remoteness of the likelihood of judicial invalidation on "takings" grounds distorts the true picture. - Those responsible for enacting or administering reasonable land-use controls have little to fear, other than the rhetoric of their opponents. DAVID A. DOHENY. .The author is Vice President and General Counsel, National Trust for Historic Preservation. ~- 'i U v ~~i ~'~~"~ National Trust for Historic Preservation fll~ A MEMORANDUM FROM THE OFFICE OF GENERAL COUNSEL United States Supreme Court's decision in First English does not affect validity of historic preservation ordinances_ Introduction On Tuesday, June 9, 1987, the United States Supreme Court issued its opinion in First English Evangelical Lutheran Church v. County of Los Angeles. The decision has important implications for all aspects of land use planning, but has no effect on the validity of historic preservation ordinances. In First English, the Supreme Court addressed the narrow question of what remedy is available to a property owner, assuming that a governmental regulation has been invalidated as a "taking" of all use of his or her property. The Court held that the affected property owner has a right to be compensated for. any temporary loss of "all use of property" between the time that the regulation results in a denial of all use and the time that the regulation is invalidated. i The significance of First English relates to the fact that it expands. the remedies available for governmental actions determined to constitute uncompensated "takings" of private property for public use. Consequently, it is likely to provide additional incentives for challenges to all types of land use regulation. Nonetheless, it is essential to recognize that the case does not in any manner change the law as to what types of actions constitute "takings" of private property. Because preservation ordinances have consistently been upheld by the courts (including the United States Supreme Court) against takings challenges, the First English decision should not discourage local governn-ents fronn enac~iiy or applyiiic~ .such controls. Facts In February 1978, Mill Creek Canyon in Los Angeles County was devastated by a flood, killing 10 people. The .flood destroyed a substantial amount of property in the canyon, including "Lutherglen," a retreat center and recreational area for handicapped children. In response to the flood, the County of Los Angeles in early 1979 enacted a temporary emergency moratorium on construction or reconstruction in a designated flood protection area within the canyon. A permanent ordinance, enacted in 1981, maintained strict controls but permitted certain types of construction. 178 Massachusetts Avenue, N.W. Washington, D.C. 20036 (2021 673-4000 The First English Decision Page 2 A_ • The First English Evangelical Lutheran Church of Glendale, the owner of Lutherglen, sued the County for damages, alleging (among other things) that the County's ordinance had denied the church "all use" of its property. The County of Los Angeles responded that even if the challenged ordinance had denied the church all use of the property (without conceding that allegation to be true), the sole legal remedy was invalidation of the ordinance rather than compensation for the denial. Thus, the County argued that the compensation claim should be dismissed. 'The California courts agreed with this argument, based on an earlier decision of the California Supreme Court (Agins v. Tiburon, 24 Cal. 3d 266, 598 P.2d 25 (1979), aff'd on other grounds, 447 U.S. 255 (1980)). The plaintiffs eventually. appealed to the United States Supreme Court. Before the supreme Court, the church argued that the rule applied by the California courts was contrary to the Fifth Amendment to the United States Constitution. The Fifth Amendment, made applicable to the states through the FourteenthR provides (among other things) that private property may not be taken for public use without just compensation. The County responded, first, that the actions taken with regard to the plaintiff's property had not constituted a "taking" of all use,~and second that the proper remedy for a temporary regulatory taking--when proven--is invalidation, not damages. The County's position was supported • by the National Trust and a number of other conservation and environmental groups, appearing as friends of the court. These parties also cited earlier Court cases to the effect that, when required for reasons of health and safety, the government may prevent a property owner from using his or her property without the requirement for compensation. The Decision The opinion of the Supreme Court was delivered by Chief Justice Rehnquist, joined by Justices Brennan, White, Marshall, Powell, and Scalia. As`a preliminary matter (and one of critical importance), .the decision makes it clear that the Supreme Court--like the California courts--did not decide whether the County's actions had amounted to a taking of all use of the property in question. According to the Court, the taking question was not at issue; the only issue was whether a compensation remedy is available if a taking of all use of property has taken place. Thus, the Court simply assumed that allegation to be true in order to reach the remedies question: "We accordingly have no occasion to decide whether the ordinance at issue actually denied appellant all use of its property or whether the denial of all use was insulated as a part of~the State's authority to enact safety regulations." Slip opinion at pp. 7-8. • The Court proceeded to address whether the Fifth Amendment requires that a temporary regulatory taking~of all use of The First English Decision - , Page 3 property be compensated. Citing several earlier Supreme Court cases dealing with temporary appropriation of private property by the government during World War II, the Court concluded that takings denying a landowner "all use of his property" for a temporary period "are not different in kind from permanent takings, for which the Constitution clearly requires compensation." While recognizing the need for flexibility in the regulatory process, the Court considered the Fifth Amendment compensation .requirement to apply both to temporary regulatory takings of all use of property and to temporary physical appropriations of property by the government. Thus, the Court held that in anY case-- -- . .. __"where the government's activities have already worked a taking o-f a`l-1~ use of property, -no subsequent action by the, - government can .relieve it of the duty to provide compensation-for the period during which the taking was effective.". Slip opinion at p. 16. Once again, it is important to stress that the Court's decision did not address whether the facts of the case constituted a taking of all use of.property, for which compensation was re- quired. The Court itself emphasized this point before remanding the case to the California courts to decide that very issue: "We also point out that the allegation of the complaint • which we treat as true for pur oses of our decision was that the ordinance in question denied appellant all use of its property. We limit our holding to the facts presented, and of course do not deal with the quite different questions that would arise in the case of normal delays in obtaining building permits, changes in zoning ordinances, variances, and the like which are not before us." Id. (emphasis added.) `. The dissenting opinion was authored by Justice Stevens, with whom Justices,8lackmun and O`Connor joined in part. According to the dissenting opinion, the Court "unnecessarily and imprudently" assumed that the church had alleged an unconstitutional taking of its property. All three justices agreed that precedents of the Supreme Court made it clear that the type of regulatory program at issue in the First English case could not constitute a taking, particularly in the health and safety area: "the claim that the ordinance was a taking of Lutherglen should be summarily rejected on its merits." (Dissent, p. 9.) All three Justices also argued that the plaintiff should have been required to pursue the invalidation claim in the California Courts before seeking Supreme Court review of the California procedures. Justice Stevens also argued that the Court's opinion did not adequately distinguish between physical takings and regulatory • takings, and failed to make clear that-- The First English Decision Page 4 ~~ ~' - • "a regulatory program that adversely affects property values does not constitute a taking unless it destroys a major portion of the property's values. Unlike physical invasions, which are relatively rare and easily identifiable without making any economic analysis, Y'egulatory programs constantly affect property values in countless ways, and only the most extreme regulations can constitute takings." Dissent, p. 8. Justice Stevens expressed the view that, in the regulatory area, the duration of the interference with the owner's use of the property is only one factor among many that should be considered in determining whether a taking had taken place. According to Justice Stevens, short-term regulatory interferences in the use of property rarely rise to the level of "takings." Effect of the Decision _ A number of initial press reports concerning the First English decision indicated that the case would have an immediate and adverse effect on local land use regulation, including historic preservation. If this is true, .however, it is only because of a public misperception of what the decision actually says. As indicated above, the case--while increasing the remedies avail- able when governmental action results in a "taking" of all use of • private property--does not in any way increase the possibility that a requlatory action will be construed by the courts to deny all use of property, thus constituting a taking. The courts have consistently upheld historic preservation ordinances under takings challenges--both on their face and in their application to individual cases. The Supreme Court itself has ruled that preservation ordinances do not amount to a "taking" of private property (Penn Central v. City of New York, 438 U.S. 104 (I978)). In that case the Supreme Court found "untenable" the argument that a taking may be established simply by a property owner showing he or she had been denied the ability to exploit a property interest that had previously been thought to be available for development. The Court concluded that the denial of. use of a portion of a property (the air rights over Grand Central Station in New York) did not prevent the landowner from using the remainder of the parcel "in a gainful fashion," and therefore did not amount to a taking. Recent cases in the Supreme Court indicate that the Court has not backed away from the rule laid down in the Penn Central decision. Even in the First English case, the Court emphasized some two dozen times that its conclusions there only related to takings "of all use of property" (emphasis added). In addition, in an important "takings" case this term the Court held that a land subsidence statute in Pennsylvania did not amount to a taking of • property for public use, even though it required coal companies to leave a certain amount of coal in place to support land The First English Decision Page 5 ~~ surfaces (Re stone Bituminous Coal Association v. DeBenedictis,. 107 S. Ct. 1232 (1987 Conclusion While the Supreme Court's decision in First English will naturally instill a greater amount of caution among land use` planners and regulators, any fear of increased liability resulting from historic preservation regulations clearly appears to be unwarranted. As noted in one recent article concerning the decision, the impact of First English is "more psychological than actual." The article describes the reaction of urban planners and municipal law specialists as follows-- "In the past, they note, developers have seldom been able to prove that a measure was so drastic as to effect a taking of property. The. Supreme Court decision, they say, has not increased the number who are likely to do~so now." New. York Times, Week in Review, Sunday, June 14, 187. Consequently,, the First English decision should not discourage governments .from enacting or applying historic preservation controls. ~- c 1987, Nati'pnal Trust or Historic Preservation ~,i • y - ,, ~ ~~~ '`_~ J rr ' II~ National Trust for Historic Preservation A MEMORANDUM FROM THE OFFICE OF GENERAL COUNSEL Supreme Court decision in Nollan v. California Coastal Commission is unlikely to affect historic preservation controls Introduction In the second major land-use decision issued within a three-week period, the United States Supreme Court again upheld a challenge by property owners to governmental regulation of their land. Once again, however, the Court's decision should have little effect on historic preservation controls. In Nollan v. California Coastal Commission, 55 U.S.L.W. 5145 (U.S. June 26, 1987), the Court considered the validity of a state " requirement that, in return for permission to build on their property, the landowners grant the public a right of access over a beachfront portion of their land. The Court held that permit conditions, like other types of regulatory controls, may be imposed by governments if they substantially further valid governmental purposes. The Court, however, took a fairly strict view as to whether the particular restriction in that case actually furthered • the stated governmental purpose. It invalidated the permit condition, ruling that the stated governmental purpose--access to - the beach--was not substantially furthered by the permit's condition for an easement along the beach. The Nollan case indicates the Court's intention to take a closer look at whether land-use controls actually further the governmental interests they purport to promote. Nonetheless, historic preser- vation controls--particularly demolition and alteration restrictions--are tied directly to governmental interests explicitly recognized by the courts. Consequently the case, like the Court`s recent decision in First English Evangelical Lutheran Church v. County of Los Angeles, 55 U.S.L.W. 4781 (June 9, 1987), should not discourage the application or enactment of historic preservation controls. Facts In early 1982, the Nollans decided to tear down a small bungalow on their beachfront lot in Ventura County, and replace the structure with a three bedroom house. 1/ In accordance with California law 1/ At the time the permit application was filed, the Nollans did not actually own the property, but leased it with an option to purchase. The Nollans exercised that option by the time their • legal challenge was heard in the courts. 178 ~~Iassachusetts Avenue, N.W. Washington, D.C. ?0036 f 20' 1 673--1000 The Nollan Decision Page 2 . ~~ J governing development in coastal areas, they submitted an application to the. California Coastal Commission for a building permit. The Commission concluded that the new house, by increasing blockage of public view of the ocean, would discourage the public from using beaches along the shoreline. The Commission also concluded that development along the beach would burden the public's right to travel along the beach, and that the easement would help to alleviate that burden. Consequently, the Commission conditioned issuance of the building permit on the Nollans' agreement to allow the public an easement across a portion. of their property along the high tide line (beach property below that line is already owned by the State). A similar condition had been imposed on 43 other properties along the same tract of shorefront. The Nollans filed suit in the California courts, alleging that the imposition of the public access condition constituted a "taking" of their property for public purposes without compensation,- in .viola- tion of the Fifth Amendment of the Constitution i;(made applicable to the states through the Fourteenth). The lower court agreed, ~,~ concluding that the California Coastal Commissibn had not produced sufficient evidence that the construction project would burden public access to the sea. The California appeals court, however, sided with the California Coastal Commission. The court ruled that the proposed construction indirectly contributed to an increased need for public access to the beach, and that the permit condition was sufficiently related to the burden created by the project to withstand constitutional challenge. The Nollans appealed to the United States Supreme Court, arguing, among other things, that the permit condition was not reasonably related to the burden that construction on their property would impose on public access to the beach. The California Coastal Commission in turn argued that the permit condition would ease the additional congestion caused by the construction. The Decision The opinion of the Supreme Court was delivered by Justice Scalia, joined, by Chief Justice Rehnquist and Justices White, Powell, and O'Connor. The opinion began by exploring the nature of the restriction imposed on the Nollans. The Court concluded that the access requirement imposed by the California Coastal Commission would clearly have been a "taking" (as, in effect, a physical invasion of a portion of their land through denial of their - exclusive occupation) if it had been imposed by the state directly, rather than in.the context of a permit condition. The question raised in the Nollan case, however, was whether the restriction would constitute a "taking" if imposed as a permit condition. In addressing this question, the Court took the position that permit conditions--even those that would effectively result in physical intrusions--are to be reviewed under the same general standards as are other types of regulatory controls: such restrictions are permissible if they substantially further ~~ • • • The Nollan Decision Page 3 ,. - - • legitimate governmental purposes and do not deny landowners the economically viable use of their property. The Court based its analysis on (and cited with approval) the 1978 decision of Penn Central Trans ortation Co, v New York City, 438 U.S. 104, which upheld the application of New York City's historic preservation - ordinance, and Agins v. City of. Tiburon, 447 U.S. 255 (1980), a decision upholding a California open-space zoning ordinance. These decisions were also cited as illustrating governmental interests that had previously been recognized by the Court as clearly legitimate (specifically "landmark preservation," and "scenic - zoning"). Turning to the circumstances of the Nollans' case, the court assumed as valid the State's asserted interest in overcoming the visual barrier to coastal access created by the Nollans' construction project. It then focused on a single question: whether that governmental interest was in fact "substantially" furthered by .the permit condition imposed on the Nollans. The Court took the position that a permit condition--like an outright permit denial--would not be valid if it failed to further the.governmental interest used to justify it. Thus, the court expressed the view that the public access condition imposed on the Nollans would have to reasonably relate to the burden imposed by their proposed construction. It was on these specific grounds that the Court invalidated the permit condition. According to the majority opinion, the burden imposed by the Nollans' development on access to the coast would not be alleviated by the requirement for "lateral access" across the Nollans' beachfront. The Court found it "impossible to understand" how public access along the beach could help to remedy any additional congestion imposed by the Nollans' new house. The Court also stated that, if the condition could not be justified as responding to the burden imposed by the development, it could not be justified on the alternative .grounds that it was a "good idea," or because the public interest would somehow be served. There were three dissenting opinions. Juusti.ce.Brennan, zn a lengthy criticism of the majority opinion (joined by Justice Marshall), characterized the California Coastal Commission's permit condition as a "reasonable effort to respond to intensified development along the California Coast." He described the position taken by the majority as a "cramped" standard of "precision" for- the exercise of a state's police power, and strongly denounced that standard as demanding "a degree of exactitude" stronger than that required in previous Supreme Court precedents concerning the reasonableness of state regulation. Justice Brennan also argued that, in fact, the condition imposed by the California Coastal Commission was properly designed to mitigate the encroaching nature of private use immediately adjacent to the public beach area. The Brennan view was echoed in a dissent by Justice Blackman, which • criticized the "eye for an eye" mentality of the majority opinion. The Nollan Decision Page 4 - ¢ '- ~ ` -- Justice Stevens, in a separate dissent joined by Justice Blackmun, • took the opportunity to criticize once again the Court's opinion in ~' First English. He expressed his discomfort with the combination of a strict standard of financial liability, as set out in First English, with the strict standard of review used in Nollan. Effect of the Decision The Nollan decision clearly validated the use of permit conditions as regulatory tools, even where those conditions would otherwise amount to physical intrusions. The limits applicable to such controls are the same limits laid down in previous decisions of the Court, ,including the "landmark" Penn Central case: the restric- tions-must substantially further valid governmental purposes, and may not .deny the affected landowner the economically viable use of his or her. land. At the same time--as is made clear in the dissenting opinions--the Court appears to be sounding a relatively strict standard of review in examining whether land-use controls meet these constitutional limitations: -the review of the condition imposed on the Nollans required .a close match between the burden imposed by the restriction and the developmental burden it was intended to offset. The Court's approach gives little or no deference to the judgment of state agencies responsible for determining what controls are reasonable in any given case. Two factors indicate that the strict level of review used by the -_~ Court in Nollan may be limited to those cases in which the regulatory control involved would amount to a physical appropriation of property: first, the Court went out of its way in the beginning of the opinion to classify the permit condition as equivalent to a physical occupation of a portion of the Nollans' property; and second, the Court explicitly stated that it was "inclined to be particularly careful" (emphasis added) where a permit condition requires an actual "conveyance" of property (i.e. an easement), due to the increased risk that the restriction is, in effect, a subterfuge for an uncompensated taking of property. In any event, regardless of whether the strict standard of review used in the Nollan decision is to be applied to other regulatory devices, those responsible for enacting or applying, historic preservation ordinances should not be greatly concerned. First, the Nollan decision itself reemphasized Penn Central's recognition of historic preservation as a legitimate governmental interest, for which regulatory controls are appropriate. Second, the controls included in historic preservation ordinances--generally those limiting demolition or alteration of designated properties without advance review and approval--are invariably tied closely to those legitimate governmental interests.. The only note of caution that needs to be sounded is this: where conditions are imposed on the approval of certificates of appropriateness or similar historic preservation controls, the applicable administrative body should ensure that those conditions actually relate to the negative effect ~-- The Nollan Decision d ~ ,F Page 5 `~ that the proposed alteration will have on the historic, archi- tectural, or aesthetic character of the property or district involved. A common-sense approach to regulatory controls is likely to prevent the opportunity for legal challenges by property owners. Conclusion As noted by Justice Blackman in his dissent, the Nollan decision-- like the Supreme Court's decision on First En lish--is likely to discourage "creative" regulatory solutions to land-use problems. This is indeed unfortunate: as Justice Stevens writes, "the public interest is served by encouraging state agencies to exercise considerable flexibility in responding to private desires for. development in a way that threatens the preservation of public resources." Nonetheless, the Nollan decision--again, like First English--~ should not-have any major effect on the majority of land-use controls. Even under a relatively strict standard of review,'-such controls are unlikely to be successfully challenged, as they have been designed to meet specific burdens imposed on valid governmental interests. This is particularly .true with respect to historic preservation controls: such controls are designed to respond directly to activities that adversely affect interests recognized by the courts as substantial and legitimate. ,~ © 1987, National Trust for Historic Preservation S • July 24, 1987 Dear Warren _ _ _ When the commission meets on August 5th I will be in Penn- sylvania on a business trip_ Since there may not be an opportunity for us to communicate before I leave on the 3rd I thought it appropriate to share same observations with you regarding the Marsh-Metzger House and further insight into our weaknesses as a commission. MARSH - METZGER 1_ The involvement of our visitors at the meeting of the -Commiss-ion•-in- July was probably more- or--i-anted ,_t o- gather-ing intelligence than to influencing the Commission towards the position of agreeing that the House should be demolished_ 2_ Before the Planning Commission, the property owner's agent proceeded to destroy the credibility of our Commission's information including the original inventory page and the information on the State of California form which you had compieted_ What little belief may have remained was dealt a final death knell by insuring that everyone on the Planning Commission fully understood that whether or not the House was or • was not a heritage resource, it didn't make any difference because the question of right or wrong was decided in the early 1980's and this procedure was simply to renew the design permit_ 3_ "lhe first words spoken by a member of the Planning Commission (the previous Chair) after the public hearing was closed was to the effect that "OLD DOES NOT MEAN HERITAGE" THIS EFFECTIVELY BLOCKED ANY OTHER MErffSER OF THE PLANNING COMMISSION FROM DISCUSSING THE HERITI-~E ISSUE I.TNI.ESS THEY WANTED TO PUBLICLY ARGUE WITH THE SPEAKER_ True to form as I have experienced before, the other four members remained silent and this then allowed the other power broker to eventually state " -"-° that "approval `was-given in 1981=82_ and no real changes had-taken place other than several exceptions which were supported by the City Staff_ 4_ Wisely, the Chair of the Commission elected to defer a decision until there had been a study session and the Public Hearing re-opened on August 2fi_ Presumably at that time the Commission will approve the application_ 5_ You have looked at the property for a lot longer than I have but now I see the real motiviation of the part of the City to expedite the process_ The owner of that property has allowed occupancy with utter disregard for the neighbors, let alone the • leash laws of the City of Saratoga_ I oberved the goings on for • over a hour this evening an still cannot believe that the mess o£ that property has been allowed to exist_ fi_ You can expect that any approval by the Planning Commision on f-august 2~ith will be appealed by at least one or two citizens of the City for completely different reasons_ HERITAGE PRESERVATION COP'II"IISSION 1. LJe function more or less as a commitee of the whole and have no standard operating procedures for administrating_ 2_ too one has any delegated authority or accountability unless it is motioned_ 3. ode will see more properties threatened and will be continually diverted from completi~ the inv+entary. `- - - -'~ - -- - "- --"- 4. Those who would like to see the Commission go away will find indirect ways to create division unless we develop a game plan and stick to it by greater control and focusing_ 5_ The job will get done but many of the relationships presently enjoyed by members of the Commission with others in the City's family will be tested and strained_ Richa~ G_ Tyrrell LJ 1 L CITY OF SRRRTOGR HERITAGE PRESERVATION COMMISSION AGENDA DR'fE: Wednesday, July 22, 1987 - 3:00 p.ro. PLACE: Saratoga Connunity Library Meeting Raon 13560 Saratoga Auenue, Saratoga TYPE: Regular Meeting ------------------------------------------------------------- I. ROUTINE ORGANIZATION R. Roll Call B. Approval of tlinutes of ?!8l87 C. Posting of Agenda D. Oral and Written CoroMUnications II. NEW BUSINESS A. Update on Warner Hutton House B. Heritage Resource Plaques • III. OLD BUSYNESS R. Application fees for presentation perrhits B. Heritage Resource InUentory IU. ITEMS INITIATED BY THE COMMISSION t!. ADJOURNMENT • • ~~~~~Q~ r I. I • CITY OF SHRHTOGR HERITflGE PRESERUflTION COMMISSION MINUTES DHTE: Wednesday, July 8, 1987 PLACE: Saratoga Community Library Meeting Room, 13x60 Saratoga Avenue, Saratoga TYPE: Regular Meeting I. ROUTINE ORGANI~RTION H. Roll Call Present: Commissioners Heid, flnsnes, Koepernik, Tyrrell, Cameron, Uoester Rbsent: Landsness Cexcused! Staff: Planning Director Hsia, Rssociate Planner Young Other: Two members of the public B. flpproual of Minutes of 6!3!$? M!S Cameron.'Uoester to approve minutes as subMitted. Passed unanimously. G. Posting of Rgenda It was noted that the agenda. had been posted at City Hall on Thursday, July 2, 198?. D. Oral and Written Communications - None II. NEW BUSINE5S A. Review planning application for 1459'9 Big Basin Way, Marsh-Metzger House. U. Young reUiewed the staff memo and gave a brief summary of the issue before the Cammissian. R. Tyrrell stated he would like to go on record as never being in favor of a demolition. He wanted to know if anyone had considered mowing the structure as an alternative. U. Fanelli, representative for the owner, gave background on the project. She stated that there had • been a structural analysis and that moUing the building was not feasible financially. She stated that the current mixed use proposal was consistent ~.aith #.he GenQral Plan and ±hat the na.~:aer +,:~+~?.d ~~ Heritage Preservation Minutes Meeting of 718!87 Page Z willing to give the house to anyone who wanted to take responsibility for Mooring it. ChairMan Heid asked if it could be included as part of the project and expressed concern about the grading iMpact on adjacent structures. U. Fanelli responded that it was cost-prahibitiue to bring the structure up to current building codes, and stated that the retaining walls would 6e located at the rear of the property near the creek. R. CaMeron urged consideration of Mooring the structure, noting that it could not be incorporated into the project because the final Map had already been approved. B. Uoester expressed concern about losing another structure that has high visibility on Big Basin Way and contributes to the character of the Uillage. She would like to see the structure incorporated in the plan. N. Koepernik stated he would like an opportunity to view the property before Making a recoMMendation. E. flnsnes stated that the real issue is losing the structure and that the Heritage CoMMission's only recourse is to Make a constructive recoMMendation to the Planning CvMMission. Planning Director Hsia suggested the possibility of a special Meeting next week to gimme the CoMMission tiMe to view the property. He clarified that there was no legal recourse to preWent deMOlition and that the iteM was being brought to the CoMMission as a courtesy, to get practical recoMMendations for the Planning CoMMission. R. Tyrrell again expressed his concern to thoroughly research and pursue the Moving the structure. ChairMan Heid Main concern was with the loss to the that Mowing the structure to save it issue. about the need the option of felt that his Uillage, and was not the E. Rnsnes suggested the CoMMission needed to Make a stronger statement than the one drafted by staff. B. Uoester offered that the first option would be to retain the structure on the site, the second option would be to Moue it and the last would 6e deMOlition. She felt this needed to be expressed strongly to the Planning CoMMission. i • • In response to questions front the COMMisSiOn, U. Young ~. . Heritage PreserWation COMM1.SSlOn Minutes - 7.'8187 Page 3 said that the application was scheduled for the Planning CoMMission Meeting of July 22, and that it had been continued front the July 8 Meeting to allow time for Heritage GaMMission input. R. Tyrrell expressed concern about hamming so little time to study the issue. U. Young stated that it was scheduled as soon as it was known that the project involved a historic structure. Discussion ensued on the wording of the COMM7.sslon's recoMMendation to the Planning CoMM15slOn. M!S RnsneslCameron that the Heritage COMMlsslOn recoMmend the following to the Planning CoMMission: `The Marsh-Metzger house at 14599 Big Basin Way was built in 1909 and is associated with both the J.E. Marsh family who cable to Saratoga in 1$60 and the Metzger family who were early Merchants in the town. The structure is very representative of the California Bungalow style and maintains its original size and shape with little Modification. The structure is highly visible on Big significantly tv the Saratoga Village. For Preservation CoMmissinn Commission that any us include retention of the Basin Way and contributes historic character of the these reasons, the Heritage recommends to the Planning e and design of the property existing historic structure." Motion passed unanimously. III. OLD BUSINESS R_ Application fees for preservation permits. Continued to next Meeting. B. Letter front City Attorney. The CoMMission reviewed the letter front the City Rttorney regarding the letter front Betty Rowe. M!S UoesterlTyrrell to have staff draft a response to Ms. Rowe for the Chairman's signature, to reflect the City Attorney's comments. Passed unanimously. C. Heritage Resource Inventory. • Planning Director. Hsia briefed the CoMmission that completion of the inventory was a high priority on the City Council's FY 87-88 to-do list. He also urged the 7 i Heritage Preservation CDMM1s510n Minutes - 71$187 Page 4 • Commission to do a comprehensive survey so that important structures were not overlooked. Chairman Heid felt that the current list represented about 85~ of the historic structures in the City, and that the Commission felt a sense of urgency in getting something completed as soon as possible. He felt they could always come back later to add other properties. IU. ITEMS INITIATED BY THE COMMISSION None. U. ADJOURNMENT The meeting was adjourned at 5:25 p.m. The next meeting will be held Wednesday, July 22, at 3.00 p. m. Respectfully submitted, UY1dsc Valerie Young Secretary • /~ ~l~C7°~~~jjj`~~ ~ 1J~11ll1S~~~ C~ ~'~~ o~ ~ ~ o ~ `~OC~~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 (408) 867-3438 MEMORAI~TDUM TO: Colrmission Chairs DATE: July 15, 1987 FROM: Lea Lallans, Intern City Manager's Office SUBJECT: Co~¢nission Recognition Dinner Program --------------------------------------------------------------------------------- The Council is again looking foward to the opportunity to show their appreciation to the various Cammi.ssioners who have contributed their time and efforts to the City. This year the Recognition dinner will be held on Tuesday, September 22. We would like to incorporate into the program for the evening a short statement by the Commkssion Chairs. This should include a list of achievements over the past year and objectives for the colnirlg year. The program will be made available to the public as a way of sharing your acccanplishments and future plans. It is important to have something from all the Commissions. Attached is a copy of the program fran last year. We expect to follow the same format for this year's program. Please have your statement to me by September 1 for inclusion in the printed program. If you have any questions, please call me. ~~-E~~~o K. Lallans, Intern ~~- o~ ~~ ~ W ~ ~~-U~ Gam'` ~.'~ ~I~ , 4~ U S~ - ~r~o ~, ~ P~~-~ ~~~ -- - i • ~~~ ~~ ~ ~ D ~ ~0~~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 (408) 867-3438 MEMORANDUM TO: Heritage Preservation Commission FROM: Valerie Young, Secretary to the Commission SUBJECT: Update on Warner Hutton House DATE: July 15, 1987 The purpose of this memo is to update the Commission on the status of the Warner Hutton. House.. CalTrans advises that the final EIS for Highway 85 will probably be adopted in September of this year. The EIS contains a Memorandum of Agreement (MOA) between CalTrans,:the Advisory Council on Historic Preservation and the Federal Highway Administration regarding the disposition of the house. We should be receiving a copy of the MOA within the next month. Once the final EIS is adopted, the City may begin working with CalTrans on relocating the house. CalTrans staff is in the process of preparing the site and landscaping plans, which-will be finalized with the City when the actual house-moving is scheduled. Attached is a letter from CalTrans discussing the preliminary landscaping plan3for your infor- mation. • STATE OF CALIFORNIA-BUSINESS, TRANSPORTATION AND HOUSING AGENCY GEORGE DEUKMEJIAN, Governor DEPARTMENT OF TRANSPORTATION - .,,:~.,., P.O. BOX 7791 ?r,,~?~'-. SAN FRANCISCO 94120.7791 -`.. - (415) 923-4408 ~~~ JUL 1987 July 7, 1987 ~; ~;~~,;~,~ ~,~u tj~~~ i . John Snyder Chief Architectural Historian Office of Environmental Planning 1120 N Street Sacramento, California 95814 Dear Mr. Snyder After our site visit to the proposed location of the Warner Hutton House in.the City of Saratoga, ~ felt it was important to research garden design of the period during which the house was built. This information will insure that 'a appropriate setting will be created for the relocated house. While an historically accurate recreation of a period garden can • be created, I feel that the proposed activities identified by the City of Saratoga for the site will require adaptive uses of specific period design elements. These design elements may be altered slightly to reflect modern public space requirements while still recreating the essential structure of a garden of the 1890's. The period. design elements important to the recreation of an orchard/farmhouse of the Santa Clara Valley .of the 1890's are: VISDAL REFERENCE TO A FRDIT ORCHARD SETTING This is the essential design parameter which will provide success or failure in our attempt at historical accuracy. While the proposed site is within an urban/suburban setting it may be possible to negate those visual references by screening the existing City Hall complex from view from within the Warner Hutton site. In addition a small orchard of 8-10 apricot.or almond trees at the periphery of the site wild, provide some minor reference to the original site of the house. • GARDEN STRUCTURE Proposed garden design should include the incorporation of some sort of gazebo/out building at the back of the garden. Turn of the century gardens were used primarily as visual elements of the house site, with little activity occurring within the garden. Most gardens had a strong point of interest visible from the house. A gazebo/out building will provide this point of interest and encourage the use of the garden for weddings, receptions, and luncheons as requested by the. Recreation Superintendent for the City. GROUND PLANE DESIGN Garden design typical of farmhouses of the 1890's show large areas of mown grass adjacent to the house with extensive curvilinear walkways through the turf. These walkways were generally the only paved hard surface elements within the garden. To adapt the garden to modern uses and~to meet proposed activity objectives of the City, it will be necessary to provide larger paved areas. This may seem to be a radical departure from good period design but I feel that the main underlying element of the turf/walkway interplay was to provide a large area adjacent to the house free of shrubs which would block views through the garden. In essence the proposed adaptation just alters the paving to turf ratio . - PLANT SPECIES Gardeners of the late victorian period showed their social standing by incorporating exotic plant materials within their home and park gardens. Many of the plant materials considered exotic at that time are now commonplace (e.g. Eucalyptus, Palm, Citrus). These plants should be included in the design but should be augmented with other exotic species or odd cultivars of common species available now. In addition to exotics, many gardens of the period included plant materials endemic to or popular on the east coast or midwest region (e.g.~Beech, Maple,. Magnolia).- These four major design elements, in addition to other lesser elements (informal rear garden with a more formal front garden, extensive use of perennial plants, relocation of the existing modern but historically accurate picket fence, etc.) will result in a period garden that accommodates current uses. • - • Enclosed please find a very preliminary site design for the Warner Hutton garden. If you have any input that will direct the design of the garden in areas other that mentioned above, or have any comments regarding historical accuracy, etc., please call me at 8-597-4198 or Arthur Yee at 8-597-4190. Sincerely, Burch Bachtold District Director By I Keith Robinson Assistant Landscape Architect KAR:bab i cc:~alerie Young, Associate Planner, City of Saratoga Chuck Morton, Transportation Studies, Caltrans Dist. 4 Margaret Buss, Environmental Analysis, Caltrans Dist. 4 • !~I ~.. fr•~ ' I ~~. tiis~ I ~ i~i~.~ ii '1 ~r: ~~~ ~ ~~~ .!~ ~I I ~.~..~~~. f'•~..'l. ~ • f~ %f %\~~~~; i.:.( '" / i ~W E~~~~ - ~; :~ / O~ Clr'YiN4('-b O O • OO r~~-'~' ..... _ . _ O .. _. O G / , a 3 ,_ / GAZ~rq •- .. .... WARN ~ rz H~~J-nH !-IC~~,~ J. r r i /~f _. ' /. j ~F-tt.~.~aertt~ I~IGY-~ FClJfif. ~ ! ~ Oo J~DD ~ ~~~~~~~ ~;, ,,.~ _ . P~esolution No. 2383 ~~ ~~~ Adopted October 15, 1986 EXHIBIT "A" CONTD. Code Section Sub'ect Description of Fee Amount ~?-20.220(8) Horses License fee -issuance $ 40 57-20.220(8) Horses License fee -renewal $ 40 57-30.070(e) Amplified sound Fee for registration statement $ 20 . plus deposit of $250 59-45.040 Off-street vehicles Permit application fee $ 100 59-55.060 Abandoned vehicles Administrative fee for removal - $ 100 j 510-10.030(c) Special events Permit application fee $ 50 510-15.020(a) Pipes, drains do conduits Permit application fee $ 200 510-20.080(x) Encroachments Permit application fee:. $ 200 511-10.020(c) Parks Group use pdrmit application fee: Hakone Park - Residents: $ 300 Nonresidents: $ 350 _ Lower house only: $ 75 ~ Security deposit: $ 200 Wildwood Park - Residents: $ 25 Nonresidents: $ 5b Fundraisers: $ .100 Weddings: ~ $ 100 Security deposit for - groups of 30 or more $ 100 Athletic leagues: $ . 5 per participant er season 513-25.010 Heritage preservation Application for $ 40 designation Permit application fee $ 20 Appeal fee $ 150 n -3- HistA?i-1C ~~rc~~~.2-IFtiC~11~ f~:~r ~ri.r~.tt,'~r3. HiSti?i'1~ ~.cS~~t~rt:~'y In'~~iit~~d-~T RC~~;T t.alilYr~:~11, Jtt1i~' ~,~~. 1 ~a j ~> 1. Hµnr;1 Jarr;~e Hc~tt~:e ~~~ 1 I I::~r~:~~:yf:;hi~'S:7~;~ Ltt1i? I::wilt in lc~`~,, t.Yii~: Tr~~:~s tli~ h~1fiN cif Henri Jr1.r~JC?~', Tr~rli~ fir~.t. ~:~1rfi~ t~ :~Li.r_~tk~~~ in 1 j~. He ;j,~.8 the tc~~~~n's first t?1~.c~iti,mitil arn:~ ~ ~nm1Tlt?.nit~f leafier. In 1 t;~~ ;rte serTTefi ~~s ~ 1r~err~r~er of ~~ r.~:n11:~ittpe ferrrte~a t~~ su1-~, e;T anc~3 ~a1i~~tru~:t ;~. i-t?~+.si ~r:I'~=~~~~ the 1ii~?t1nt~.lii. tC~ ~~~.ilt~~. C1-u~. I11 the _~~~.1ile 1fC~.I- ile' ~,~?._~ a~:~F7C~111t~~~~ r~1i~ ~~~f '~ i~: C~1-final t.1-tt;~t?~S ~~?f tYie i'~:~Ic3.CIr~:?111ct l?1tt~t ~'1-;J #~~SOCicitl~:~11. He iielpe~:i c.;r;?~,;.ni~e tale firL.t. s~:lii:~t~i i1i ~.~i.ratc~`a. Tlie' lic~ttse ~4T~.s later c;~vliNci h;~ ~r'tiralt?r E. Harrirr~ali. t'i' t F..C • ~' (s ~L t •.• rr r~ r ,• ~ ~.~ r r-- t~, r • r- ~ i r-~,`rr' T''u ; r-:-- 4~ t ,~.~Ltr;: ~_. F1:~1..nt:F' .ttliniri~it~tlTi, ~~iJ ~7~:~u ~ J JJ J~!•JJ~iJ~~{rJ • f J ~•~iJ ~ 1 }.Ti,~ rr ~ ,-rc '?a~'y ~ r ^~ ~ r~~ r. t ~ r ~ t t,~ t~* ~~ t~ JJJ 1•J J Li 4;'~• J$ i• r~S "r~.~. Ir:...JJ ..; r:•; ~t.n r`:t i~ia1'a c~un f , 1 f F'r `'lei it J ~>hlist.~?n, ~~re{,e1it. e••lv i1~1" ~, 7. F. ~. ~~~~ illal-ra Hr~u~~' ~ ~~~~ 1 ~r,,,;G~;:vuf~a Lane Built. iti 1 ~ 1 t~, t~iis Tai as tYie liiaiti resi~~Ieli~:e of F. B. ~~~illar~~, an exec:ttti??e ~~f the "C~it~T rf ~~.ris" ~eF~~.rtlnent .stare in 5.11 Fr~.ncisco. In the 1{:ijV'~ L~r. ivic:Y ueri, a fielit~st., ~tlrerltf.se~. the house fr~~rrt the ~TTillarcic;. JC?rtli I.~~.rii~, tYi~; present rt,~ner, ~c~c.}t~.ir~=ci the iic}t~.tie i1i 1~<<~. ~1th~~uL;ii the ~r~iiit~c~t i unkliu~t~vri, trio at~i~' aiici situati~~ii ~Y~f till rouse is silrtiiar ~~ trite ii~'ai-t~~~ h~hrri desigiieci tay i11.11a ilrie~r{~1.1i, ttie' ~.irc?rtilli~;Ilt B~.~T ri'~'~. t~.rc:hit~i:t ~~ic; ci~~igr~~r~. ~. nurti~er of riuilr.Iili~s iri sar~zt,:~~r~.z. Sc7urc~e: Jelin I:ahle, pre::erit. ~a'v511ie1- _itii. B. ~ *i-grit TarF1c.~I' Hottse 14~~ 1 ~a1'at:~~a-~ttnrt;f'aale R~>~tCi Built in 1~UE.~-~ f~~r B. tifalltTa,rlul-, tYiis li~~use;,v;:il' ~:ie~i~rlie~a ~~T Julia I'~~IC~f~r;~1i. I'~rir. Tr+.1or sir ~~ Cr+.lifc~rri~~.' fist Sta.r~relii~: Cc-,t~rt rep~:lrtrr. Iri l ~:fOr~ lie ~,rrj~~'~~ a' presi~~ielit. ~;~f txie ~arat~;Y~a I1iiF}r~~;fYliielit ~~~:r,~~~i:~ti~~ri. Tlie ii~~tt~:e T:vas I:~.t~::r nt;tiF21'c~ ~~~' t,Ile. (?I-t121s1:~s, ~r1f1i~ ltse?:~ It ~.S a stl.liiliier Iic~rfle. Iil 1{~ J~ ~t'~hll I~~thle, ttie pl"esefit. t~'l~111e2- F~~tr:.~Iia.:iii the IiL?t~.:~ fr~:?lii i•~~ir~:. ~rt_t2i~tif:;T. ~C??Ir~~'c: f-,~~r-rt~•~-r- ~5~~-?arrJr.~ ir•r~.s,r~~'r~r~~ ~ t-{ ~• ~tiv~ „ {~ v JJ'.•~ J Li~l ~ J .•r .• L{ 1•t• JJJ l•JJ L:.:J .: .: Ltl! +_t •l,:zl-Lt tt rl t•~ 1 ~~) ~- 1 . J~>Iili K:~.Iil¢, Fjr~s~lit. <?t~n~r ~4. JLtci~;e F~_~ster H~v}use I~~1~7i'145~ts~ F'i~a Ir~~.~sin ~~~r'ay This c_~ittr'~.~e, ~~ri~in~t11;T lc~c_:atec~ a.t 2 f~~ ° ~~ rY~ari~~n ~~~~feilue, ~rv~.s the home of Jtl~~e 1. E. F~}stir,;+~Th~~? s~2'~'eFI ~~: jttc:tlr!' ~?f the 1='etre and ~L.t7tt.rltl' 1-C?~i.~~T-t1~l5tv'r ~ %'~ frtllii 1 ~at~2 until Iiis cis=a.t~i in 1 L~~i~i. Hi Fife ~ervrci ~c ~rvsi~ielit t?f tYie ,`'iC?l~~l?2-S ~ir~ci S~i11C?r5 t`'•~1~~ ~G~~::1:'t~f ttt t~l v' t1rf1? !:?f t.11 v aF?s~. r11S11-t'~Iit 1'1-I~: ctll ~'''~~i.r. ~Iie later lii~~.rriet:i C:I1trles ~11t~ri;~;Iit ,.lit:i, t~~c~li Iier ciF~~.t~i, t~ vYliFr~:hip f~f ttie prepert,r paJJ~~a ti~ Iiel- r~eplieTr,~, F;1-u~;:~ cl-~~~:. cf ~,.E,r. ^rr-r.tri r•: ~'r~^r.f ~T~trrr~r~,,~P T~~:•r-:-• J.?ttr •:. •~. JOB ii v. ,1u ~ ~ ~t J~'• ~1 ~u~ :r~ •. t• ~ • • ~u ,z,~of}a;~-rte ~'T~q~~•r~-,^.a ~ ;~rz- ~' t t ~ ~f~i '~ ~~ f~~ „•.. ~t,~... , ti...: t~ t.•.. ; .r•'~.r~t. , y, ;,~.n 1a 113.rt. 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Ii~~~r,~tictt~~~i ~t ~ri~.iiiati~:>Ti cif t,YiN th~ii 'rtit~~:L~rit FJar~~i, ~trlti ~~iail;r stzllNr~Tisrci t:l'ie c~nstru~tsc~n ».nti1 his ~~eath in 1{~~~;. r: F~la~ue tA~ hip rrierrl~~-;f i'_ lc~v'~tt~ci Girt tl]~ frraiit T:~r~i.ll. Thy lit~r~tr~, ;.~;Tith _t c:c~~~ac:itT~ fc7r 1 ~~,~~'~~~ k~i~~i,'l~tiS, ~r~s :~.~~iiinilt~rrci Y~v tli~ r._~,>>.nty Lit_irrti-~~ .°_~;f~.t.~ii1; h~irt, j. ~.. Etiiri~_h '~cintitiu~t_i t,;i ~;~r~?~ ~~~ lirirariari iii t,liC ti~Vtif l:~uii~:,~.iiig. 't~'itYt txi~= c:ciil~truc:tlcirl ~v~~f the ~ttr;:t~~;a ~:~,rnrn».tiit;f Litirttr iii 1 ~~ r ;, tli~ ~'illa~;~ Lit~r:~.r~ t_iuilciir~~ nc~~aT liou~~s tYi~ Friends cif tYie Lit~r~tr~ u~~ci k~ci~?: ~hc;~;, ttri~:i r~ffic•~s of '~TIT.~~ (~,Tall~;T Itistitttt~ c}f Tli~atrirai ~~rt~,). ~;.t~t~rl:t='_.. i~'~~'C7I.i7L~'~i ~ .t~~ JL ~Ll~.lifJ i?i~ ~ • •~7., .~ .Z2'' r- trams h'~ -` f r rim:, h Z)u rT T~.•'e ras ~ ~ ~ ~V •~„ ~~~ , ~.~ „ ~~ .r~t~} •.. ,... ~ . r„ . I,~:.,, ~..., ,.>. ~.rittit :rlara citiri :, , 1 =iU. I~~fi~ ti~tifilliaiiis Hc~u~~r ~~:~~tk~U ~ara`~t}~a-L~~ t,~~ztcFJ r:ua~:~ ~' .5 T. T_ . iii Yi~i.ilciiriL, ~;7rt~? ~;~f '~~,aratf~~ra':_ ril{l~_~t+ ciatiii~r tr; tll~ l,:>~,~?'~.:, 'r'r _t:; ~:iri~~iriall;l 1~~~,at~~:~ at 1~4ta r Yid Is.asin j~a~F. It T,~~., mo~~ed t~:1 the ~~'aratc~~a. Historic F~a.rY ire l~~i; c, ci that. it cc~t~lcl tie ~ir~spr~~pci. It. 'r'r~t kil}ilt. Xi;r j_trit~::, I•,'~c ~~,Tilliarn~., SaI":~+.t~; ~.~_::~~;c:~~Ilt~ '~71c+.G'Y~,rtlith. ~c;U.i-~:E:c:: ~=rf~~F`~~~'~? S~~~r": ~}}~Fll't~l{='i~' ~''t'~~1~~ ~.~:~r}~-•~'~ k~~,;:?Z~r:`'~ Fl"•'''r'~ ' '? `''3lTit~i 1.1~ra ~..~:iuTlt'? 1 f ~~k-~ • # 19 SIGI~IIFIGAi~ICE (41-5U> ' ''~~ %y ~~37 # 41 ~ ~-. This small Pioneer false frc,r,t cc+rnrnercial building b+_~ilt abc+ut 19C>4 or 19U5 i s or,e of the a l dest cc ~rnrnerc i a l st r+_ict ores i n the city. The wand frame with false front was typical of the early 19C>U's. From i9U5 to 191U this building housed the Sar^ataoa Dr^ug Stare, until it moved next door' in 1910. From 191U until 1975 various businesses occupied the building including a restaurant, a creamery, a variety store, and fr^arn about 195U to 1975 it was Swar,ee's dress shop. In 1975 the citicens of Saratoga saved this structure by moving it to the newly created Historical park. It was dedicated during the bicentennial celebration on July 1976. #/+2 This Volunteer Fire Call Rell was very important in Sar^ataga's earlier years. It was hung an a steel tower' directly over the fail which was 1 ocat ed or, Fr_~+_tr^t h St r^eet and the car^ner^ cif L+_irnber Street (nnw F3 i g Eras i n Way> It was used to alert the vol+_inteer firefighters whenever there was a fire. I n 196 i t was me+ved t ~ i t° s present l c+cat i ~ r~ where i t rest s as a marker in front of the Firemen's Hall r_~r, Oak Street. #43 The integrity ~~f design and materials used are a fine representation of this Craftrnan style Iodge b+_rilt in 19U5 far Mrs. Tabor. In 1918 it wa~ purchased by Mr and Mrs. L+_tdwig L+.~ndblad for a lc+dge. Their daughter Hazel L+_indblad Bargas assisted them and eventually took over the aperat is•r, along with her h+.~sbar,d Joseph Erargas. She closed the lr_,dge an her' retirement in the 197U's. Fir marry years this was a very popular place far visitors to Saratoga. Mrs. Erargas ir,terited her mother's cooking skill and dinner at Lundblad's was a local tradition that gained natiar,al recagr,itior+ through D+.encar+ Hires' resta+.ar^ar+t dir^ectory, "Advent+_ire in Good Eating. " #44 This lar^ge borne is a fine represer,tatiar+ of the mission revival style of architecture. It is lc+cated on one t,f the main thc+rofares of Saratoga yet sheilded from the now, heavy flaw of traffic. This harne was built in 19U4 by one of Sar^atc+ga's prominent leaders D. C. Hell. It was at Mr. E~ell's suggestiar, ir+ 19U3 that Saratoga participate in the traveling libraries pr^a~ect that had beer, inaugur^ated by the State Librarian. #45 Or,e of Sar^ataga's rnc~st visible lovely alder homes, "Waadleigh" built in 1911 is a bea+_~tif+_rl exarnp.le of Greek Revival ar^chitecture. It has 6UU~ sq ft. of traditional style ar,d elegance. It was .b+_tilt by W.H. Weeks far Mr. and Mrs Ger~rge A. Woad formerly of Minnesota. Mr Woad was in the lurnber^ b~.~siness and he specified the fine materials and craftsmanship. Except far the white oak and walnut floors on the fir^st floor, redwood was used thr^a+_ighout. The cc,nstructian of the house followed the 1906 eartha+_~ake by oniy five years. As protection against • earthquake damage, steel I-beams were used in the fc+undation. In 1911, the street railway that ran past the site was being dismantled and it is upon these rails that the 13" thick fc+undat ions were pc+rir^ed. Another distinction far a. he+use of this tune was the central vacr_iurn cleanir,q system. Mr. Weeks was known for his architectural contributions throughout the state: churches, schools, libraries, and harnes. Path Mr. arrd Mrs Woad were very active members of the community. Mrs. Wood and her neighbar^ Mrs. Pell donated the land for the Fac+thill Club in 1915. #46 This inter^derrarninatirnal church was brought about by the r_inion of the Ccmgregatianal and Christian churches in 1920. Mr. David C. Bell and Mr. G. A. Wood donated the land. A fund drive was conducted to raise the X35, 000 needed for the new ch+_tr-ch. Charles Blaney, L. Anderson, and J. T. Richards wer^e a l sc+ mad ar cant r^ i but ors. The rrat i orra l l y known Ju l i a Morgan, who was a very prominent California woman architect was hired. The first service was he 1 d i n the rrew sanct r_iar^y r n Nav. 4, 1923. #47 This club hc+~tse is an excellent example of Julia Mor^gan's bay-region . craftrnarr style. Cne of her early designs, it is noteworthy as one California's distinguished small r^edwood buildings. Julia Morgan was Califc+rrria's first licensed warnan architect. In 1915 the ladies c+f the Foothill Str_idy Clr_~b solicited contributions from the cc+rnrnunity for constructicm of a clubhouse. The property for the building was donated by Mrs. D. C. Be 1 1 and Mrs. G. A. Be 11 t wt-+ women who were active i n t h e community. It was completed in 1916 arrd. has always been a woman's club. It is alsc+ used by the cornrnunity and individuals far meetings, cultural events and receptions. In 1978 a team from the Historic American Building Survey of the Dept. of Interior selected the Faathill Club fr_,r study. The c+rginal Julia Morgan drawings were copied and deposited into the Natl. Archives along with-.the history of the club. The building was also listed in the National`.Register of Historic Places. #48 The Francis Dresser's acq r_t i red this prc+pert _y June 14, 1870 and 1 i ved there until December 1879. Apparantly they built the hawse. It was sold to Ernily C+_rrrier in December 1879 and sold again in November 1881 to Joseph Cr_tnningharn. Members of the Cunningham family have 1 ived there unt i 1 about 1973. The Dresser' s, Currier' s, and Cr_~rrningharn fami 1 ies have all been pioneer families in the settling of Saratoga. The ner-classic style redwood house remains relatively unchanged from it's • orginal 1870 appearance. #49 This unique charming stare house was built between 1924 and 1926 by Luther Cunningham a rancher and inventor c+f faun machinery. He developed his father^s far^rn acer^age ir~tc~ "Cunningham Acres", Luther^ia street is named for his daughter. L~_~ther and his family lived in the family he erne next door and he built this ha~_~se as a toolshed. It consists of stones from 15 countries, every county in California, and 43 states i n the U. S. A 1 so t h er^e are cc~ b b 1 est ones f rorn San Franc i sca streets and fragments of the ruins fr^om-old Stanford University. Luther eventually began renting this "tool shed" out because it was casting him so much to build. An interior door made of solid black walnut was or^ginal ly in the Ar^guel to farni ly harne. The Arguel la farni ly are early Santa Clara Co. pioneers and included a one-time gavenor of California. #~a Centr^al Park. Orchard exemplifies -the agric~_iltural er^a that was very important in Saratoga's early histc,ry. Many years ago orchards of prunes and apricots mainly, covered the valley and area in and around Saratoga. Economically they were the backbone of Saratoga. This orchard has been owned by several prc~rninent Saratoga families: the Marion farni ly in the 188C~'s, F. C. Cox in the 19~C~'s and W. Seagrove in the 195U' s. Today very few or^chards r^ema i n. This rura 1 r^e 1 i c pr^eserves far tomorrow a small living picture of one of our yesterdays. • HERITAGE PRESERVATION INVENTORY - ADDITIONS TO DESCRIPTIONS FOR ITEMS 51 - 60- #51 -THOMYS' HOUSE= Ship-lap siding_ High gabled hip roof with center dormer_ Appears to have been one-room house with shed added to rear at a later date_ Double hung sash windows_ Garage at right built in early 1900's and converted to cottage residence, which has three-inch over-lapped siding and gabled roof_ Some original trees_ Rural rustic setting in context of house has been preserved_ #52 - J_C. CUNNINGHAM HOUSE Geometric designed shingles below soffit around house_ Ship-board lap, double hung sash windows with wide casements and decorations i•-ithin_ Large front picture window in front bay_ Decorative molding within casement has circular medalions with raised half-round molding to compliment the geometric design_ Also, there are geometric sill moldings below the windows_ Traditional sofits of that period_ Original board and batten outbuildings on rear of property and new garage_ Some trees are original_ House well mantained and has orchard to the front and left_ #53- E_ M_ CUNNINGHAM HOUSE Square bay window. Mansard type roof flows into gable end of the house. Gable facia has decorative motif with medalions_ Some motif is carried into the frieze area of the bay window_ Decorative brackets holding up the sofits seem original to the building_ Original newel posts on porch along with columns_ Decorative trim above porch solid cut-out leaf pattern_ Wide ship-lap siding_ Some original double-hung sash windows are well mai ntai ned_ Porch on side original and extended by addition which has a sarage underneath. Take note of the fish scale and diamond cut shingles on mansard and gable end_ Original water tower building on premises_ Property to left Csouth) may have been site of original barn_ Now contains small single family residence with a carport_ • -2- #54 - MEASON HOUSE Wide ship-lap siding_ High Sable with decorative facia_ Double hung sash windows simply molded and cased out. Typical over-hanging porch: Appears to have had addition to left of building and also the addition of a Sarage. Property well maintained _ #55 - McGREW/ATKINSON Simple pioneer style, two-story. multi-paned double hung windows throughout cased horizontal ship-laped siding_ Round creek-rock stone chimney and pattern continued by rock wall around residence and driveway entrance. Simple porch_ House appears to have had addition in rear at a later date. #56 - CROWELL HOUSE Simple large two-story house_ V-groved siding below wide ship-laped exterior_ Wheel chair ramp added which detracts from original front porch_ Windows appear to have been added to original cuts and an addition to the rear of the house_ Double-hung windows on second story_ House sits within well maintained park-like setting of an orchard with many varieties of trees ranging from fruits to evergreens to nuts_ #57 - HAYFIELD CARETAKER/GARAGE BUILDING Mediterranean style stucco two story gatehouse with gabled dormer and multi-paned casement type windows .which open out. Take special note of oval windows in gable end of the house and garage _ Garage has multi-paned slidinS doors which are extremely narrow_ Living quarters may exist above_ Combined presence of buildings present complimentary entrance to Hayfield Estate_ Property maintained as a rustic setting_ -3- #58 - HAYFIELD HOUSE THIS PROPERTY WILL BE DESCRIBED BY SOMEONE WITH ACCESS TO THE OWNERS AND THE IMPROVEMENTS_ #59 - WEBSTEK/SUTRO HOUSE Two-story shingled and colonnaded dutch colonial house_ Multi-paned windows_ French doors opening into trellis arbor flowing across front of the house and extending into the landscape_ Simple cylindrical columns holding arbor_ Grounds well maintained_ Privacy of estate limits access to detail of facade and adjacent buildings which carry same design and prest~ed to be carriage houses. #60 - RANCH BELLA VISTA Two-story, stucco Italian villa with third story bell tower. Nearly 20 rooms_ Many different styles of windows_ Covered proches and waikways_ Spanish the roof_ Scatting within numerous California live oaks_ I • LJ ~~B C~ I ., • ,. ;;.. June 1987 .. ,' THE PRESERVATION FORUM comments and items to the Office of lliajor changes in your: membership benefits Preservation Services. -_ will begin next month, The changes have been designed to provide the highest quality of service to the greatest number of re STUDY GROUP EXAMINES ROLE OF p servation professionals and organizations. IDENTIFICATION IN PRESERVATION ` In the past, the jbiember Organization As one of four study groups exploring ~ future directio f Program has had two levels of membership, organizational and ex anded i ns or the national preservation program, the Historic p serv ce. Next .month, these will be consolidated i Resources Identification Study Group met • nto one category and the program's name will on Nlay 20 at National Trust headquarters- to examine identific ti be changed to the Preservation Forum. a on as an element of the The Forum Newsletter has been designed in preservation process. There was an improved format to incorporate the general agreement that survey efforts in ~ information from both Staff 12eport and most states have suffered due to the l f • More on Preservation, plus. additional overa l unding crisis and that states have failed ±/ " news and sources of assistance for preservation activities to communicate information `. `~~ gathered from surveys. Proposed remedies , pointed not only to a renewed commitment The most significant change is the- but to an improvement of the survey ; introduction of a quarterly journal -: • process. _ -. I ' Preservation Forum, which will contain in-depth articles on re ~ The meetin g~ co-chaired by -Frank Sanchis servation p _ techniques and issues, written by leading , Vice-President for Stewardship of Historic Pro erties h ' experts. In addition, the journal will ser p at t e Trust and Robert Peck, President of the D C ve as your forum to exchange - information and ideas debate a . . Preservation League, -was attended by , n Issue, 'or 'learn how colleagues have achieved Gustavo Araoz, AIA, Mariai and Associates; Theresa B ~ ~~ preservation goals you have set for your . ` rown, President of ` _ `community _ -. = . -.Continued on next page . ~. , " Your contributions to the Preservation :•~ Forum will help ensure its usefulness " ~ . : .- Please send news of your projects, In thi i activities, press releases, case studies, photographs, and an thin else Y g h s ssue • National Trust Assists Local you t ink will be useful to other members. ~'~'e also Groups ~ ~ I want to hear what you need from the Trust i h • Getty Trust to Fund Preser i n t e publications. Please send all vat on Projects ~ • NATIn~*~,T_-~-!r..4-l-r~p c.tc~•n±>~r „crSEo~.Yrrnv ~^.~- ..Scc ;f v.•C•--•-,-C _i•r-••r• ~• - -... - - - ~ - - -. _ .. \.c.. _ ._ the LeDroit Park Preservation Society, the studly -group also expressed concer~ 1~Vashington, D. C.; Robert Carter, ~ over the state of the National Historic Supervisor of Survey and Registration at ~ Landmarks and Historic American Buildings the Virginia Division of Historical Survey/Historic American Engineering `'~. . Landmarks; Alison K. Hoagland, Historian Survey programs, crippled in recent years at HABS/HAER; Richard Longstreth, by funding cuts and the disbanding of ` Director of the Graduate Program in ~ advisory commissions. In addition, the Historic Preservation, George Washington group .stressed that as more registration University; Marjorie Pearson, Director of should result from survey, National - Research, New York City Landmarks Historic Landmarks must be drawn more Preservation Commission; Antoinette actively from the pool of National Downing, Chairman of the Rhode Island _ Register properties. Historical Preservation Commission; ', Carolyn Pitts,- Architectural Historian at The study g'roup's recommendations will be the National Historic Landmarks Program; incorporated into a final report that Carol Shull, Chief, National Register will be completed this summer. Branch; David Chase, Curator, National Building Museum; and Pamela Thurber, ~ ~ _ Congressional Liaison, National Trust. :... ;; The major themes that emerged from the -TRUST ASSISTS IN PASSING LOCAL ' discussion were: PRESERVATION LAWS I) The survey, the basis from-which most i - , The National Trust is currently helping ~ ~ ' preservation activities spring, must be the City of Tampa in the preparation of a of highly professional quality; survey municipal historic preservation law and training programs within university in preliminary work with the Hyde Park. programs or sponsored by the Trust could neighborhood, which would become the i _ help ensure such standards. In addition, city's first local historic district. excellence should be encouraged by making a career ladder possible for Interest in an historic preservation law professional surveyors. In most offices, has been growing because of a private architectural surveyors tend to move from group, Tampe Preservation, Inc., and two survey to other duties in-order to neighborhood groups in the Hyde Park - advance, yet offices suffer because the area. Improvements in the Ybor City surveyors' experience and knowledge are, Historic District, an area protected by '::`~;=.~ In effect, lost to new ,and different state law, have also impressed the `~~ responsibilities.: - citizenry.-The mayor and the city . = = " '~ - '- . 2) Surveys should lead to an increase in h government responded to this interest by contracting with the National Trust fore.'~~. ' -__ t e number of properties registered at - all levels. ' ' 3) If the identification process is to be used as an educational tool, priority must be. given to publishing surveys as a means of reaching the public and broadening preservation's constituency. 4) To use the identification process as a - planning tool, survey results must be incorporated into local planning .- efforts. :. Staff Report is published 12 tunes a year by the Member Organiza- tion Program, Office of Regional Services, National Trust for His- toric Preservation, 1785 Massachusetts Avenue, N.W., Washington, D. C. 20036 (202) 673-4296. Margaret N. DeLaittre ................. : . : . . . : : ". Editor Support for the National Trust is provided by membership dues, endowment funds, contributions and matching grants from fed- eral agencies, including the U. S. Department of the Interior, Na- tional Park Service, under provisions of the National Historic Preservation Act of 1966. The opinions expressed in this publica- tion do not necessarily reflect the views or policies of the Interi Department. The National Trust is an equal opportunity organiz tion and seeks to include qualified individuals and businesses in all phases of its activity. 7 • the services of Frank Gilbert, director establish a similar partnership with one of the Trust's landmark and historic - or two other state historic preservation i district consultant program. An offices. - architectural firm, ~~Villingham and - Associates, was asked to prepare design For further information about the guidelines for the proposed Hyde Park - services that the Trust may provide- on Historic District. local issues, contact Frank Gilbert (202) 673-4214. -He will estimate the cost to - After studying Hyde Park and Tampa Zoning the city or private group, based on the Ordinance and other local laws, Gilbert 'time that will be required for the work. participated in a meeting with the Hyde Park neighborhood. Attention was given to -- what would be appropriate boundaries for . a district. . FUNDING Gilbert then began working on the ~ J. Paul Getty Trust to Begin Preservation . proposed law with the city's zoning Grants coordinator the administrator of the ~ Ybor City preservation board, and an Sally Olham, Vice President of Programs • attorney in the city s law department. Th and Services, was one of four U. S. _ e proposed law has gone through two major draft d representatives last month at a gathering s an no~v contains provisions that will be especially helpful in of international preservationists in P dealing with situations in Tampa. In the aris. The representatives met to advise the J. Paul Getty Trust on uidelines f ' near future it will be considered for adoption at public hearing. g or anew Getty Trust grant program that will i _ ass st in preserving properties worldwide • The current assignment in Tampa is of architectural, historical, and cultural significance. The other U S similar to the assistance that the National Trust has ive t h i . representatives were Mario di Valmarana, g n o t e c ties of Phoenix and St. Petersburg, which have Director of the Historic Preservation Program at the University of Virginia; recently •adopted historic preservation - James Nlarston Fitch former head of - laws. , Columbia University's preservation The Trust also works with smaller cities program and now at the New York architectural firm of Beyer Blinder such as Shelbyville, Kentucky, which now Belle; and Giorgio Cavaglieri, an protects its Main Street through a historic district ordinance At - 'architect in private practice in New - . . present _ . ..York. the city of Bowling Green, Kentucky, is , considering a preservation law that would - The Getty Trust's proposed guidelines supplement the many private rehabilitation projects there. These last = -call for the new grant program to provide fundin for three t f two laws are the results of a partnership- g s ages o preservation: between the Trust and the Kentucky State =. ... < ` - - _= Historic Preservation Office. ~ • survey grants of up to $20,000 for ' In 1984, the Kentucky State Historic _ consulting services P reservation Officer suggested to the • matching grants of up to $35,000 Trust that members of both staffs provide ($50,000 for a complex) for detailed advice on a continuing basis to Kentucky architectural drawings and related cities and towns concerning new materials that will be used in the preservation laws, amendments to existing conservation process. S laws and the administration of local programs. The Trust is now trying to Continued on next page . 3 • conservation grants of up to $250,000 for the actual execution of work; a one- to-one match is required but up to two- thirds of the total project costs is expected to come from other sources. -loans and loan guaranties to nonprofit . groups and municipalities for-other real estate development projects that preserve " historic buildings, sites, and districts. Each NPLF award must be matched dollar- In conjunction with the new grant for-dollar, with higher matches program, the Getty Trust also plans to preferred. The interest rate for NPLF broaden the scope of its conservation loans is currently -eight percent and the training grants to include preservation term is set at a maximum of five years. training. ~ - The loans are used most effectively to fund. construction costs or as bridge Eligibility requirements have not been financing to support projects awaiting finalized yet, but grants are expected to the payment of investor or donor be limited to those -properties considered pledges. highly significant. Details will be announced to member organizations when available. National Preservation Loan Fund Fargo Heritage Society, Inc. is an all- volunteer organization that succeeded in a project usually undertaken by fully- staffed preservation groups. The Fargo, North Dakota group knew that the way t help revitalize their city's downtown was to establish a facade rehabilitation loan pool for local businesses. Because it could not administer such a fund without ,; assistance, Fargo Heritage Society convinced six local lending institutions to participate actively in setting up the $240, 000 loan pool. What was still needed, however, was an impetus for th financial institutions to lower their.. ~:. interest rates also. . 'Fargo Heritage Society turned to the National- Preservation Loan Fund (NPLF) ':for help. As a result of a $13,000 . interest subsidy grant awarded through the NPLF, the group obtained matching commitments from lending institutions an the city and established the fund offering loans at six percent below market value. Ohio Showboat Drama, Inc. was awarded a ~ $50,000 NPLF- loan in 1986 for the rehabilitation of the showboat Becky •. Thatcher as a theater and restaurant. _ .NPLF funds were used as a bridge loan to pay contractors while the group awaited payment of a state grant and private funds previously committed. - ~ A $100,000 NPLF loan was awarded earlier - o this year for rehabilitation of the Dulce • Nombre de Jesus Roman Catholic Church in Humacao, Puerto Rico. Due to an extremely successful fundraising campaign, pledges from individual and corporate donors are being paid over athree-year period, ;~A Deterioration of the building, however, '_`. required work to start quickly. As a result of the NPLF commitment, < e rehabilitation could begin. in January... . . -_ - , A special endangered properties component ~~~ of the-NPLF also provides assistance to '_ National Historic Landmarks (NHL) or - properties meeting the criteria -for NHL status that are clearly theatened by _ :_..a.,:.:;': _ ,. demolition, adverse alteration, ~ ~, -' abandonment, or sale to an unsympathetic `. . d owner. The NPLF program accepts inquiries at any - time; contact the Office of Financial Services (202) 673-4054 or your Trust Regional Office. ~ . The NPLF is the National Trust's most -- flexible financial assistance program. In addition to providing assistance in establishing or expanding revolving funds and loan pools, the NPLF can provide j . of . -. _ ~~: - i ~ -: ~ ~ • ~ . ..E ~~ ~ , _ ~,_< e~ ~ ~ ' • ~ ~ - z i ' rt _ June 1987! . THE PRESERVATION FORUM - . " much of which is `slated to offset ' ` ,Beginning in July, More on Preservation ~ cutbacks in -state historic preservation `w 4 will become part of two new publications,- offices and to" provide development grants Preservation Forum-and Forum Newsletter,-- ., for properties ineligible for the .tax that will be provided to organizational 'credits. _ - ~ and professional members. You will - ": continue to receive all of the Edward F. Sanderson Director ~ of -the ;.: information that has been included in 'Rhode Island Historic Preservation A9ore on Preservation and the other .Commission and Deputy-State Historic ` ~` newsletters you have received,- plus many ~. Preservation Officer, stressed -the urgent .., _~ additional- features designed. especially ~ : ~ need for development grants. - for our members. See this month's Staff ' Report for amore detailed description "Today the [national historic "~ ,, ~:, ` preservation J program allows us to search for historic properties. When we find _ one we can stud it eval t i - , y , ua e t, -put it ~~ . - in historic context,- and register- it. We ~= . ' )-IEARINGS ON REAUTHORIZATION `' can make plans for historic properties, - OF HPF BEGIN - and we can report threats to their . . ;. -, ., ,; preservation such as physical decay. But :Representatives of the preservation ~ _ the program does. not allow us to repair . ~ community appeared- before the House ' or restore our. landmarks. We .can- watch Subcommittee on National Parks and. Public them fall apart, but we cannot: fix s .:lands on .Thursday, Allay 21, .to support ~ them." - ~~" - ~ passage of H. R. 1744, a bill that would ~ ; ~ ~~ extend authorization of -the Historic ,; . In Rhode Island alone, a recent survey ,. ~ ?:Preservation Fund for five years- through _ ~revealed that over $4 million would be `;. y~. ,fiscal year 1992. Current authorization 'eagerly matched by nonprofit ;: z., _r `is due to-expire on September 30 1987. organizations that own historic.'' ' ~~' , ~ , - E ~ ~3.At the hearing, witnesses noted that ~ 1 Continued on next page k . ;' :inadequate funding- in ..recent years has 4 ~ ~ `h~ ~ -, 1 ,.. ~ ' ....;led to a serious crisis in the national ~ ` ° ~~• ' ' ~`~=~ preservation program. The representatives _~, .. ~;= asked Congress to reaffirm its support of .. '~'~ the program not only by enacting _ - = reauthorization of the fund but also by restoring the program to a- funding level that will allow all parties to carry out their duties as mandated by law. - Preservationists have asked for major increases in program funding this year, - I ~ ; ~. =` -~ <v ~, ~.,` • properties if restoration grants were ~ ~ available t ' ~. The newsletter grows out of the ~ fF r rz; ,~ ` ` . _ _ .` consulting and information services DTI .'~'~~ Preservation groups that testified ' ~ has been providing informally to a wide ~ ,E. ` -r f h ` ~~ included the National Trust,- the National . ange o ,r k p ilanthropic, corporate, and . `"public funding institutions It also " Conference of State Historic Preservation Officers Preservati A i ~ . . „ . =follows closely the interests of -the '~ i ~ ~ , on ct on, the National Center for Preservation Law the ~ Council on Foundations' affinity group, ``S~ ` ~ h N , -Society for American Archeology, the -: t e eighborhood Funders _f ,~ ,~ ~ {' . Advisory Council on Historic Preservation th I l Subscriptions are available for. $20 per ` ~fi '~ , e nternational Counci on Monuments and Sites the National P k ; ,.year. For more information about .the ~'~~ ~ , ar Service, and the National Alliance of ;publication, contact -.the Development ~ '``~ { Training Institute r 518 N Ch l s '~ Preservation Commissions. ~ : , ._ > . ar e ~ .'Street, Baltimore, Maryland 21201. (301) ;"`~ - . . The subcommittee "is expected to vote on 727 5161 ~ - ~ : : the legislation on June 2, clearing the ~ r, r `y' way for early consideration by the full '~ ` ~~ ``'~ z' ' ~; ~ Interior Committee and the House of ' t' Representatives. ~ .. `"~ ~' ~" PLANS ADVANCE FOR TECHNOLOGY , CENTER Senate legislation, S. 587, introduced on •. , - . ~:.. ` February 26 by J. Bennett Johnston (D-La ) Ch i The Coalition fo"r Applied Technology t; ` . , a rman of the Committee on Energy and Natural Resources would - (CAPT) has .been organized to promote th e ' , - extend the Histori P e ;establishment of, a federall y-chartered, ,a, c res rvation Fund 5~ multidisciplinary National Center for through 1990. . ~ Preservation Technology, ~a facilit -. ~. recommended by the Congressional Office 1' of Technology Assessment's recent report, Technologies for Prehistoric and Historic ~ r ~' ` " - ~ FUNDING `Preservation. .The national center would _V~~ ~''~ ~, ~ . :':be supported by" satellite centers at ~ ~~;~ 'F;~" universities, private businesses, ,^.-: ~~~x~'~~~~ AAM's MAP II - = ` ' . ~ = organizations and s. ' government. agencies , '~' ~'^ `~~ -~ all of which would seek Eo~ apply modern ~-, `- The application deadline .for Museum ~ , ~ ~ technology to the identification ~ "f`'~' ` ~ , ; ~~~ ;~ Assessment Program II (MAP) grants is . ~' s, .~ ~h ~~.r f ~ <°: ,.:~; Z ' lulu 31_ Contact the iv1AP nf'finu <~i '~ , , S .`'r . ~~`= ~ `~ >'S~ ' :''~.`~~`''.,~a :~.`-r• s~ - i y , rp <- -. _ .. - - _ ;. -..~ -~. ~ a. - - r ;a.; t - _t i - . - _ ~ - > F^ • 3• - • ` 1 (( .. , ' documentation, preservation, and ~ ~ ~ ~ PUBLICATIONS ~ - j '~~ interpretation of our cultural heritage. ; -~ ,'- r ~> -The National Trust,; National Park i-~: ~ Revised National Register,Bulletins `. ~"' ` ~ Service, Society for American Archeology sr = _. '" '~ . , ,•Foresi ht Science and Technolo ,• g gy, Inc. - ; ,~ ~'~~` ' -Enclosed are two revised National '` ^` ~ f ' and U. S. Army Corps of Engineers are " :, , ``Re ister Bulletins No. '18 " ~ ~~~~,^fY. How to~ ~; _ ~~e g : : among those who have lent support to the .. .: ~ ~~ Evaluate and Nominate Designed. Historic ~4>:~ fledgling group. _ '~ Landscapes," and No. 24, "Guidelines for ~~;; ~~ ~ CAPT's schedule calls -for the creation of . Local Surveys: A Basis for Preservation ~.~`~. ~ Planning. ". :..The Guidelines bulletin out ~ ~-' `~ a national center within the next two ~, ~ : , ; `` of print since 1984 and. outdated due- to °~ years. The coalition is currently ~ ;`changes in preservation laws, .has proven '~'~ examining organizational structures of ~' -one of the most useful publications in ::• (.- related groups and is preparing a draft , .the preservation- field. The revised ,, -`k~Y ~ _ model on which the national center might `edition incor orates p policies,- .-laws and " be structured.. CAPT plans to present the , { regulations enacted since 1977,' resulting '~"`~ ~ proposed draft to its membership during _ :~., in an updated and comprehensive manual on`--~ the 41st National .Preservation Conference . basic standards and guidelines for ~ `~ ~ in Washington next October , surve s. - ~ '"'~ Y ~- , - '~~ +,~ y If you would like to be placed on CAPT's +v. ` If~ funds permit, the National Register A'^` }~_ mailing list or serve on one of CAPT's - Branch at the National Park Service ma '~~ .r~ y r committees contact CAPT c/o Foresi ht > g `>print additional copies of No `24 next ~,~,`~J~ Science and. Technology, Inc., 2000 P- _~ - s~, '; ';F --fall. However, to justify `the expense Street, N.W., Suite 305, Washington, D. C. , <NPS needs to gauge what-the demand mi ~ . 20036. Contributions are also being - b ~:: ~ ' be for the Guidelines bulletin. If your i sought to defray CAPT's start-up costs; ce,,{ :organization would be interested in e. ~.-°~-° donations may be applied later against ' obtaining additional copies please ~ r~ CAPT s Membership dues, which will be , . .:contact Carol Shull, Chief National -.~ determined after "the organization is , `Register Branch, IRD Division National ~@ ~~' incorporated. , s . `,Park -Service, P.O. Box 37127, Washington,' :' ~ ~t ~ D. C. 20013-7127 .(202) .343-9500 j, , ~ -~ ~r } ~' ' . ~ - '~` ~ A Blueprint for ~ State Action r ~` ' ~ f ,~~- *~~ ~` NETWORK EXCHANGE ~ ~ ~ ~ -;;~, ~~ t l i~ yFCYYl r: - 3 7 r. ~.-.. ~~'~''~'•~• ~• ' ~ , t sw. j The Conservation Foundation's `analysis of f~ North Carolina s Revolving Fund ' ~ ` i :Texas's historic preservation legislation ~~ . - '' ~" "History ~~for -Sale, ~' Ameri `Ju 198? :.. ~ _-and program is "available for purchase. ' ~',, : -. s - cana, ne , ~~ £*~j~i~ vial. •~New : ~~~ -Beyond the Sesquicenten : pp. 50-54, describes the olving fund ` ;Directions for Texas Preservation Laws ~~~~°R~` ` operated by the Historic. Preservation ~ ~ tt ; ;and Programs examines five key areas: [1) ''x Foundation of North Carolina -and factors . .estate agency structure and relationships; ` that have contributed to the fund's _ (2) state regulatory programs;. (3) local success. Also included is a listing of _ preservation enabling legislation--and . revolvin funds o erated in other _ g P ,, : ~ ~ - 'programs; (4) preservation funding - states. (See n•iay More on Preservation for ' , :incentives,--and partnerships; and (5) ` the Foundation s new handbook on technical assistance, grants, and _ ~ ` ~ revolving funds). . :-`education. In addition, comparisons Tare ' r made to other states and options for ~ _; ~ -_ improvements are .recommended. - t ; ~,~ r ~. x~. _ . R _ ," -. , 5 , ` - -~ • .. -. - -- Continued on next page- . '. _ -. `~ -. ,. _ i"~-:- rF To obtain a copy, mail a $15 check, July 27-28 ~'Vharton ~~ .;payable to the Conservation Foundation, ~ ' =~ .:July 29-30 '. `Kilgore :; to ivlichael lvIantell, Senior Associate, The ~, :July 31-August 1Terrell Conservation Foundation, 1255 23rd August 3-4 bVeatherford ~ ' Street, N.W., 4tiashington, D C.: 20037 .,August 5 6 'Post ` .~ (202) 293-4800. ; • : August 7 8 `Austin (advanced) ; ' . '..` . " The Design Review Process e registration fee is $75, which includes materials.: For more information, '' ~ ~ ' The May issue of Planning, published by • ~ contact the Texas Historical Commission, ;;< ;P:O. Box 12276, Austin, Tex. 78711. (512) . ~~ the American Planning Association, .looks ; 463-6092. ~ ` ~~ ; ;at the role of design review boards in an f:: '` r article entitled, "Design by Committee." " ~ Attitudes in various cities towards the National Conference of CLTs ;•.design review process are examined _ ~... , .:- - - ranging from a highly politicized = " -; ;Community Land Trusts (CLTs), an commission in Boston to Minneapolis, ' .increasingly popular tool with ~ . where voters have twice rejected design : ::'organizations and communities in low-to- review, to a relatively smooth and ~ `:moderate income areas, -are used primarily ' amenable process in Portland, Ore. ~ ~ for conservation purposes or to maintain - _ _ :affordability of land. Community Wisconsin Historic Building Code _ organizations pool their resources, ` u h `' • . ;. ,. ,. p rc ase parcels of land, and maintain - -Last October, Wisconsin adopted a-new ,ownership of the land after deciding how it will be used CLTs are an eff ~ ~ ti 'historic building code designed to ~ ~ . _ : ec ve- means to deal with problems of ': encourage the preservation and ~ ~ displacement caused by escalatingreal ~ - restoration of historic structures and to ~ ;estate and speculation. ~ " "..~ facilitate cost-effective rehabilitation. ~ ~ - - '_ Persons in -other states working on The_~ Institute for Community Economics revising similar codes may find the _ _ will convene a national conference of 'Wisconsin code useful. For a co py of the '~ `CLTs outside Atlanta, September .10-13, ~ x • code, send a check for $2.10 to Document and will feature the work of the South Sales and Distribution, 202 South ` . '':'Atlanta Land Trust. Representatives of ..:. Thornton Avenue, P O. Box 7840, ivladison, ' housing organizations`.and local s ' ~Vis. 53707 _ , `;governments are also- encouraged to ~-.. -attend. r ` F {' - i ~~ ~ -- ,., ~ ~ a~ 4 ~ ~.: To receive additional information a d '.Y; CONFERENCES ~ , , n a ` ~ ~ x .; tentative agenda, write to:..1987 CLT s<<,y , ,.:... .. , ., - : s~ Texas Fund Raising Workshops ~. ~ Conference, c/o Institute for.-Community ~°.Economics, 151 Montague City Road ` v " -The Texas Historical Commission will , .: Greenfield, iV4ass. 01301 .(413) 774-7956. ' - ~*' _ • .~ -~'~ sponsor six workshops this summer on the ~ ~" - ~ 3 . : techniques of successful corporate and ~ ,- ~.~ foundation fundraising. The two-day - ~ . sessions will have lectures and _ _ ~ - -- ' discussions on the first day and actual _ grant proposal writing on the second day. • ~ - ~ Workshops dates and locations are: ° T ,,~• Urban Housing The Right to "a Decent Home": Creating AfFordable by David Beach (The following article is reprinted. with permission from Perspective, an occasional paper published by The Cleve an~l d Foundation. Photographs by the author. ) Lord, let me die .here," says 79-year-old Ethel Barclay, as she sits contentedly in the living room- of the first home she has ever been able to call her own. She tells you how fortunate she is. She and her daughter, Mary Jones, ~ who lives with her, have the deed to the house. It's all paid for and has a sound roof and modern heating, plumbing and electrical systems. The taxes are paid. All the utilities are paid. She can get by on her small .disability income. She can sit in her old chair, watch her afternoon soaps, and not worry like so many other senior citizens. Barclay was born in Alabama and came to Cleveland in 1922. Throughout her life, all through the years she raised her 11 children, she lived in rental housing. Most of the places were ragged, run-down structures available at exploitive rents in the city's black ghetto. In 1976 she was living in the Hough neighborhood, paying $160 a month for five rooms in a house that seemed about to collapse. One of her children, concerned for her safety, told her about a housing program in the neighborhood that helped low-income .people obtain renovated housing. .The program was run by the Famicos Foundation, a nonprofit social service organization started after the 1966 riots in Hough by a Catholic nun named Sister Henrietta. According to Famicos vice president Robert Wolf, the organization initially focused on meeting immediate needs of Hough families for food and clothing. But it soon became clear that the need for housing was just as important and that the only way to meet the need was to actually start buying and renovating homes in the area--homes that otherwise might be lost through neglect, arson and demolition. With early funding from the AHS, Cleveland and George Gund foundations, inexperienced Famicos volunteers went to work. The first property acquired was a' shell of a house on Quimby Avenue. The total cost. for purchase and a complete rehab was $27,000, which, unfortunately, was $10,000 more than its appraised value. To lower costs, the group gradually developed a no-frills approach to rehab which included: • learning what homes could be rehabbed economically .and acquiring them cheaply (often at FHA auctions or sheriffs sales) ; • using no-interest or low-interest capital from Cleveland Community Development Block Grant funds, banks, the Local Initiatives Support Corporation, and the Enterprise Foundation for acquisition and rehabilitation; • using grants from foundations and churches for staff and overhead expenses; • training neighborhood contractors to do rehab work inexpensively; • limiting the rehab to the basics to bring- the house up to code (roof, • • structural work, mechanical systems., necessary window repairs, etc.) and requiring the families in the program to contribute "sweat equity" (interior painting and other repairs) .Total costs now are about $17,000 per unit, even- though rehabilitation expenses have risen over the years. Famicos then developed alease-purchase program which enables low-income families (annual income less than $12,000 and many on public assistance) to buy the house. The family's monthly payment, including 5$ interest on the principal, taxes, and insurance, is credited against the predetermined purchase price (what Famicos paid to acquire and rehab the house). Typical payments are $170 per month for 15 years. At the end of the lease -term the family may exercise its option to take title of the property. Thus, families with little income, no down payment and no way of obtaining a conventional mortgage from a bank can become homeowners. Participants iii the program are carefully screened for their willingness and capacity to maintain a home. Since many have been renters all their lives and sometimes have to learn new skills, a "family advocate" visits the families regularly to provide counseling and training and to inspect the house. If a family has a legitimate financial problem--which happens _often to low-income families who have low thresholds for economic trouble--payments are sometimes deferred or temporarily lowered until the family gets back on its. feet. "Housing is the most difficult problem low-income families face," says Famicos' Wolf. "It's very complex, it costs a lot, and it's technically difffcult. 1Ve provide low-cost capital, technical information on keeping costs down, and help families learn home ownership• skills. LNe train them and lean on them . " "We're not in business to make a profit , " adds Famicos family advocate Sandy Rose. "~Ve do our best to help keep the family in the house." In the case of Ethel Barclay, once she was • accepted into the program in 1977, she immediately fell in love with a frame house with a big front porch that Famicos had A house becomes a home: Ethel Barclay (left) and her daughter Mary Jones in their parlor recently renovated on E. 93rd Street. It was abargain--given up by an absentee landlord, bought at a sheriff s sale for $4,774 and renovated for about $6,000 more. On a 10-year payment plan, her monthly payments started at $100, much less rent than she had been paying before. The deal got even better when Famicos qualified the house for a federal Section 8 rental subsidy. Iier payment fell to about $40 and the subsidy accelerated the _ rate in which the house was paid off. In 1984, after never missing a payment, she and her daughter took title free and clear. Since Barclay is paralyzed on the right side from a stroke, she was not required to contribute sweat equity (Famicos did the work and it was added to the total cost of the house). Nevertheless, she does her part to maintain it, including painting part of the porch with her -one good hand the summer before last. Over the past year, she scrimped from her disability check to buy a couple of gallons of paint each month so she could have the whole house painted, stacking the paint cans in the basement until she had enough to cover the house.- Her relatives came by and did the job this past summer. "This house was handed to me on a silver platter," she says. "The least I can do is keen it up." Bringing Back Low-Cost Housing ~9hen low-income housing advocates discuss the "housing crisis" in the United States, they often point out the paradoxical nature of the U. S. housing market.On the one hand, new housing construction boomed during the growth decades after P7orld 6'Var II. Approximately 40 million units of the nation's present housing stock of more than 90 million units were constructed between 1950 and 1980, with about 20 million units built during the. 1970s alone. Home ownership increased from about 40 percent in 1950 to nearly 66 percent in 1983. And the proportion of substandard housing decreased dramatically. On the other hand, the economics of housing are such that the needs of low-income families are not being met and millions of Americans remain ill-housed. While increasingly expensive new homes are being built, -about 500,000 units, mostly low-cost, are being removed from the housing market each year. A critical problem is the widespread loss of low-cost housing in the central cities--housing lost to highway construction, urban renewal and institutional expansion, abandonment, arson, vandalism, simple old age and other causes. In addition, the Reagan administration has slashed federal subsidies for the construction and renovation of low- and moderate-income housing. As a result, an estimated 16 million American households are forced to live in substandard housing or experience "shelter poverty" by paying a disproportionate amount of their income for housing. In the 1980s, even the middle class is being priced out of housing by escalating building and energy costs, high interest rates and the poor economy. The mortgage foreclosure rate is at the highest level since the Depression. In a city such as Cleveland--with one in five families below the poverty level and one-third of the housing units substandard--the need for affordable housing is especially acute. A recent study by the National Low Income Housing Coalition estimated that the Cleveland area needs 27 , 000 more units for low-income families . A variety of programs, many supported by The Cleveland Foundation, have evolved during the past 15 years to address the housing problem in the Cleveland area. The programs are the result of cooperative efforts of neighborhood residents and organizations, foundations, government and the .private sector. By necessity, the programs approach the complex housing issue from many angles. For example, • nonprofit housing organizations such as Famicos employ a mix of public subsidies, loans, grants and neighborhood volunteers to renovate and lease homes to low-income residents. Other groups rehab properties at low cost and sell them on the open market. Neighborhood Housing Services and city loan programs provide low-interest funds to encourage homeowners to improve their properties. Through marketing campaigns some programs encourage young families. to move into the city and help stabilize deteriorating neighborhoods. Energy conservation programs help people weatherize their homes and cut heating bills. Technical assistance and housing data are provided to housing organizations by the Center for Neighborhood Development and the Housing Policy Research Project of the Urban Center at Cleveland State University. And the Cleveland Tenants Organization- and the Cuyahoga Plan work to insure that persons of all incomes and races are treated fair by landlords and have equal access to housing. The Famicos Model One approach, the Famicos lease-purchase model has proven so successful that it is now being utilized by seven nonprofit, neighborhood-based housing development organizations in addition to the Famicos Foundation. The groups are independent but are all members of the Cleveland Housing Network, an umbrella organization formed in 1981 to coordinate activities. A ninth group is just completing the training course, which is taught by members of the Network. In 1982 The Cleveland Foundation granted the Network $160,000 for operating support over three years, and this September, another $38 , 516 in partial support of a construction officer, two key components. in the Network's plans to increase its technical assistance to neighborhood groups dramatically over the next three years. "We hope to double the number of houses . rehabbed next year and to triple that number by 1988," says Network director Chris Warren, "going from 40 to 110 or even 120 houses." • In the past. several years the Network's approach--using the lease-purchase rehab program and building a coalition of neighborhood housing groups in the city--has received widespread attention. One of the Network's major funders, the Enterprise Foundation, the philanthropic organization created by developer James Rouse to support the development of low-income housing across the country, has made the Network a national model. "The Famicos model is very attractive for neighborhood groups who have run out of ideas on how to handle absentee landlords, arson and abandonment," says Chris LVarren. "It gives local residents a tool to preserve housing, prevent demolition and assert a measure of control over their neighborhood--and do it inexpensively." The Network coordinates fund-raising for its members, acts as a forum for information exchange, and provides technical assistance and accounting services. Staff and volunteers of the • member groups are responsible for identifying vacant properties, negotiating purchases, preparing construction specifications, bidding jobs, monitoring rehab work, selecting families and providing support for families after purchase. In addition, the Network has been asubcontractor for the city in delivering home weatherization assistance funded by the Ohio Weatherization Assistance Program. Altogether, the Network members have rehabilitated over 475 units of housing with an investment of over $8.5 million. Wolf admits that the 475 rehabilitated units have not made a big dent in the city's deteriorated housing (although certain streets and neighborhoods certainly have been improved) . "But if we do 100 a year it will have real impact," he says. "And there's no reason to stop at 100. The momentum of the program has been fairly steady." Indeed, the neighborhood housing groups • involved have turned the mechanics of buying and rehabilitating houses into a science: They have reached the point on the a,•,,; .,~ , rt o,,Q ;+,.. ,.,.,,+=„~ le___. r._ c.z_ re ?.~~h~~ _-- -- _ - Now they face other challenges. The biggest one is continued financing. When block grant and Section 8 funds are being cut, how does one raise capital and produce decent, rehabilitated housing at a price very low income people can afford? And how do nonprofit housing groups cover their staff and overhead expenses when foundations and other funders typically limit support to several years? One solution is to get local corporations to -- invest in the work. With the support of the Standard Oil Co. (Ohio) and a subsidiary of the- Enterprise Foundation, the Housing 1Vetwork now is forming limited partnerships to raise equity funds for the acquisition, rehabilitation and management of housing in Cleveland neighborhoods. In return, the limited partners will receive a 15 percent rate of return on their investment by taking .advantage of the low-income tax credit (90 percent over 10 years) provisions of the newly- revised Internal Revenue Code. Rents are less than $180 a month in most cases and tenants can become owners of their homes in 15 years. Another issue is whether- an option to buy after 15 years gives all families a great enough sense of ownership so they have an incentive to maintain the property--in other words, does it change the traditional landlord-tenant mentality? Beginning this year, the Network .has been offering tenant families the option of purchasing their homes after as little as five years by arranging private financing through a local bank. Under this new provision (which is available only to families living in homes financed without tax equity) , the cumulative lease payments may be applied toward the down payment. Helping Residents Maintain Their Homes An additional concern is whether, despite counseling and assistance, the low-income people participating in the program will be able to maintain their houses in the long run if they can't obtain decent jobs . "Homes are costly to maintain," says Jim LaRue of the Housing Resource Center, a demonstration facility for home repair and weatherization techniques in Cleveland which offers workshops for Housing Network participants. "It's conceivable that you can rehab-every house on a street and they'll just deteriorate again if there's no economic stability.~n the neighborhood. The bottom line is economic stability." There is also a question about whether people will have the time (will a working, single mother have time or energy to fix her cracked plaster?) and inclination for maintenance. "We have to realize that we can't serve everybody .equally," LaRue says . "Not everyone has the same interests and abilities in housing." LaRue is now developing a test for Network applicants which will help measure aptitude for home maintenance. The Housing Resource Center, whose maj funders include The George Gund Foundation, Standard Oil and the state's Office of Energy Conservation, is a piece of the Cleveland housing puzzle which gives people information to help them become more self-reliant and provides support services to the neighborhood housing groups. Another piece contributing self-help and support citywi is the Lutheran Housing Corporation (LHC). or de Started in 1973 as an offshoot of Lutheran D7etropolitan Ministry, LHC developed out of the conviction that the quality of housing in the city was a critical component of family and community health. The Cleveland Foundation has been a major supporter. LHC originally began buying, rehabilitating and selling houses. Now its programs include: • housing counseling to advise home buyers or help homeowners with financial and legal problems (especially those threatened with foreclosure); • a tool loan program, a free service providing ladders, power saws and .other tools needed for home maintenance and repairs in several Cleveland neighborhoods; • home maintenance and rehab instruction; • an elderly repair program to help make the minor repairs that will help elderly people remain in. their homes longer; • an energy conservation program fo help coordinate home energy audits in city neighborhoods, provide insulation and weatherstripping to loW-income families and renters, repair and retrofit furnaces of • elderly, disabled and low-income families for greater efficiency , provide weatherization grants, and administer the Cleveland Nonprofit Energy Conservation Fund, which helps nonprofit agencies cut _ utility bills so a greater percentage of their budgets can go for services; • volunteer efforts such as a "~9eatherization Weekend" which insulated the homes of 15 needy families and helped train about 50 volunteers in weatherization techniques. "Our programs, such as tool loan and energy conservation, increase people's self-sufficiency in their housing situations, or they do technical things that require larger than a neighborhood base, such as the Nonprofit Energy Conservation Fund," says LHC executive director John Wilbur. Salvaging Multi-unit l3uildings One of the most difficult and critical • housing problems is multi-unit buildings--difficult because of the complexities of financing and managing large projects, critical because such buildings are an important source of low-cost rental housing and because they often occupy prominent sites on commercial thoroughfares and thus are visible barometers of neighborhood decline. Between 1970 and 1980 Cleveland lost 18 percent of its buildings with five or more units . The Miller Building, an 18-unit red brick apartment building on Cleveland's Near West Side was destined to become another statistic on the city's demolition list. The building's owner stopped maintaining it . Tenants moved out. There was vandalism and a fire. But neighborhood residents working with the Near West Housing Corporation, the neighborhood's nonprofit housing organization (which is partially supported by The Cleveland Foundation• through the Cleveland Housing Network) mobilized to save the building. After two years of work they put together an innovative $800 , 000 financing package to renovate the building and preserve it as rental housing for low- and moderate-income people. The deal involved private investors in a partnership in order to raise sufficient funds , but it was structured so that a board of neighborhood residents will control the management of the building. • Here's how the financing worked: • Near West Housing -first bought the building at a sheriff s sale. • -The George Gund Foundation granted $6,000 for design work and construction management. • The city made a $77,250 low-interest loan with payments deferred for 15 years. • The Inner City Ventures Fund of the •National Trust for Historic Preservation made a $35,000 loan at half the prime rate and a $35 , 000 grant. (This funding was made possible, in turn, by a grant to the Fund from Standard Oil. ) • The Enterprise Foundation made a $50,000 short-term low-interest loan to help finance construction. • A state weatherization program contributed $26,800 to insulate the building. • A group of private investors agreed to pay in $260,000 over six years to help finance the rehabilitation: In return, they will receive a 25 percent investment tax credit on the rehabilitation costs because the _ Miller Building has historic designation. They will also be able to claim depreciation and receive income from the building. • Society National Bank wrote a - $325,000 mortgage and the city's CASH (Cleveland Action to Support Housing) program provided a subsidy to lower -the interest payments. Because of the unusual nature of the deaY, .the bank required certain guarantees: The Enterprise Foundation placed $50,000 on deposit at Society to pay mortgage payments in case the building's rental income ever falls short of expectations, and, in the case of foreclosure, a third party agreed to pay the mortgage and pay all the bank's costs. • The project also was assisted by the Cuyahoga Metropolitan Housing Authority, which helped obtain Section 8 rental subsidies for the building's 18 apartments. And CSU's Center for Neighborhood Development provided. technical assistance. During the years it took to arrange the financing, papers shuffled back and •forth between foundations, government officials, tax attorneys , the bank and private investors--straining the capabilities of a small neighborhood .group with limited staff and resources. One problem was that attorneys drawing up the paperwork had a hard time conceptualizing how nonprofit groups -with neighborhood agendas could fit into standard financing schemes. According to Robert Pollack, former director of Near West Housing, one attorney finally said half-jokingly, "I can understand• greed, but what is all this nonprofit business?" In the end, attorneys at the National Housing Law Project in Berkeley, Calif. , had to be called for advice. But all the work proved worthwhile. By mid-1985 a neighborhood eyesore was turned into attractive housing for 18 low-income families. And the building's storefronts now house a Hispanic senior citizens center, a hair styling business, and the office of -the local neighborhood organizing group, Near FVest Neighbors in Action. In addition, the Miller Building partnership has become a model other neighborhoods can follow to renovate multi-unit buildings. At least two such projects are already underway in Cleveland--further indications of neighborhood organizations' growing capacity to handle complex projects. The renovation of the historic Cermak Building at the corner of E. 93rd and Union, ahalf-million dollar project undertaken by the Union-Miles Development Corporation which is now nearing completion, involved such sophisticated actions as seeking a zoning variance, fighting a legal challenge to same, and arranging for approximately $120,000 in income guarantees in order to secure overall project financing. But UMDC, an organization that has compiled an outstanding record in neighborhood housing rehabilitation, painting and repair programs, home insulation, and housing abandonment projects, was up to the task. With backing from the city and a group of local funders, along with a construction loan from LISC and a timely loan guarantee 6 -from the Enterprise Foundation of Columbia, Md. , the Cermak project not only will provide 11 units of much needed housing for area residents but will become a cornerstone for overall neighborhood improvement efforts in Union-Miles . Tenant Management For many low-income families the housing of last resort is public housing. If the roaches and falling plaster get too bad in the slum house they're _renting, or if an arsonist torches their decrepit apartment building, people in Cleveland can get on the waiting list of the Cuyahoga Metropolitan Housing Authority (CMHA) and eventually move onto one of the Authority's estates or into one of its "scattered site" units around the city. Unfortunately, there they often find conditions as bad as, or worse than, before. Complete with aging facilities, poor maintenance, rampant crime and vandalism, high vacancy rates and declining federal subsidies, the 12,000 housing units managed by the CMHA bureaucracy mirror the bleak state of public housing nationwide. At one CMHA estate, however, the tenants themselves believe that they can turn their housing around. They have formed a nonprofit tenant management corporation to assume control of their 830-unit estate, Lakeview Terrace--a complex of 44 three-story walk-up apartments built by a Depression-era public works program and a 19-story highrise built in the 1970s for seniors and the disabled. The idea is that public housing residents can be more effective managers because they live on the site 24 hours aday -and thus have a greater sense of commitment and accountability, more intimate knowledge of the site's problems, and more understanding of their fellow tenants. Tenant management experiments in other cities have worked when the right combination of motivated residents, supportive housing authority and technical assistance are present. In some cases successful tenant management has produced not only increased satisfaction with management but additional benefits such as training and jobs for residents, day care l services, and neighborhood development ` ~~ beyond the boundaries of the estate. With the support of a Cleveland Foundation grant, in 1984 the tenants began trainin~ to acquire necessary professional management skills. They were assisted by a local training group, CNA, Inc. , and public housing activist Bertha Gilkey, head of the tenant management group at Cochran Gardens in St. Louis, a nationally recognized model of rehabilitated public housing. During training they organized a system of building captains, helped develop a comprehensive modernization plan for the estate, worked with CMHA to improve the screening of new tenants and monitored maintenance work. They also obtained funds for new laundry rooms on the site and other programs. In late 1985, after many months of negotiations and .much political support from local public officials and neighborhood organizations, they signed a management contract with CMHA which turned over control of Lakeview and its budget to the tenant management corporation. The tenants now can hire and fire their S own administration, security and maintenance personnel. They can weed out the drug pushers and thieves on the estate. They can set their own priorities. ~„ .,.>._ ,,,. -. ; .. I~~~I Conserve Neighborhoods (ISSN 0732-1708) is published 10 _ times a year by the National Trusf for Historic Preserva- :; lion, 1785 Massachusetts Avenue,. N.W., Washington, D.C. ~, 20036, (202) 673-4000. -Linda Glisson, Suzarine Dane ..:Editors The annual subscription rate ~s $15..Third-class'postage paid at Washington, D.C. The National Trust is the only ` national, private nonprofit organization chartered by Congress to encourage public participation in the preser- = vation of sites, buildings and objects significant in Amer- ican history and culture. Support for the Trust is provided by membership dues, endowment funds, contributions and matching grants from federal agencies, including the U.S. Department of the :' Interior, National Park Service, under provisions of the National Historic Preservation Act of 1966. The opinions, expressed in this publication do not necessarily reflectthe' views or policies of the Interior Department. ~. ~'~ Tiley have the opportunity to prove that when people at the grass roots organize and attain control over their housing, they can transform their environment. Their motto: "It's a new day at Lakeview." Keys to the Future Increasingly, neighborhood-based, nonprofit housing organizations are filling the gaps left by the private housing market and the federal government. They are struggling to piece together grants, low-interest loans , weatherization programs, tax incentives, what's left of federal programs slashed by the Peagan administration, and much volunteer effort to provide housing for low-income people. The neighborhood base of these organizations is vital, says Chris Warren of the Cleveland Housing Network. It gives the group precious sensitivity to the needs and desires of the people it serves. And the people, in turn, provide a political base which helps the group get things done. "Since choices need to be made on how to develop, you need to have neighborhood control by those affected," Warren says. That sense of control and empowerment then leads to greater enthusiasm in the neighborhood, more energy to deal with problems. It inspires hope. Neighborhood organizations have been forced to grow increasingly sophisticated in recent years. They use computers to keep track of properties and budgets. They have developed citywide and national networks to share information. They are more hard-nosed and realistic about what it takes to make a housing program work. Of course, there still are gaps in the housing picture. For example, in Cleveland there aren't enough housing cooperatives, congregate housing for the -- elderly and the disabled, .single room occupancy hotels, or special housing for the homeless. The fundamental gap, however, remains the "affordability gap." Even with the most innovative financing schemes and most cost-effective programs, housing organizations cannot take the place of the federal government. Only the federal government has the resources to insure, as Congress envisioned in the preamble to the 1949 Housing Act, "a decent home and a suitable living environment for every American family." Small, diverse, unbureaucratic, grass roots organizations have proven to be excellent providers of housing--housing created to meet a basic human need, not as a commodity to maximize profits. But without a renewed federal commitment to support their efforts, they will not be able to provide the decent shelter to which all Americans are entitled. (Perspective is a series of occasional papers published by The Cleveland Foundation. Additional copies of Perspective may be obtained by writing or telephoning Cleveland Foundation Publications, 1400 Hanna Building, Cleveland, OH 44115, 216/861-3810.) Nonprofit Org. U.S. Postage PAID Washington, D. C. Permit No. 8803 C~ A newsletter for citizen organizations puli- !~s6ed 5y the ~dtinpa! Tn,s' G,,. 1-7-~~.. CONSERVE I~F.IGHBORHQDDS •NA~'IONAL • REGISTER BULLETIN - - Technical information on comprehensive planning, survey of cultural resources, and registration in the National Register of Historic Places. U.S. Department of the Interior National Park Service Interagency Resources Division by J. Timothy Keller, ASLA, and Genevieve P. Keller Land and Community Associates Charlottesville, Virginia Introduction This bulletin is intended to guide Federal agencies, State Preservation Offices, Certified Local Govern- ments, preservation professionals, and interested individuals in iden- tifying, evaluating, and nominating designed historic landscapes to the National Register of Historic Places. Particular emphasis has been placed on providing guidance for the suc- cessful preparation of nominations for designed historic landscapes. It is assumed that any designed historic landscape that is being con- sidered for nomination to the National Register of Historic Places will have been the' subject of a preliminary survey. This bulletin deals 'with designed historic land- scape documentation, assessment, and other related issues only as FIGURE 1: "Oatlands," A National Historic Landmark and National Trust for Historic Preservation property, is significant for its azchitecture and landscape gardening. While keeping much of the intent of George Carter's original English style garden, a subsequent owner, Mrs. William Corcoran Eustis, was responsible for creating the existing formal garden. Historic photographs, such as this 1930s view of "Oatlands," are helpful in determining and evaluating the impact of more recent changes. (Photo credit: Frank Turgeon, Jr., 1933, courtesy of Oatlands, Inc.) ~ ~ 'f HOW TO EVALUATE AND NOMINATE DESIGNED HISTORIC LANDSCAPES i they apply to the actual nomination process. The bulletin addresses only the designed historic landscape=one type of landscape within the broad- er category of historic landscape. For the purposes of the National Register, a designed historic land- scape is defined as a landscape that has significance as a design or work of art; was consciously designed and laid out by a master gardener, landscape architect, architect, or horticulturalist to a design princi- ple, or an owner or other amateur using a recognized style or tradition in response or reaction to a recog- nized style or tradition; has a historical association with a signifi- cant person, trend, event, etc. in landscape gardening or landscape architecture; or a significant rela- tionship to the theory or practice of landscape architecture. Although many historic land- scapes are eligible for the National Register primarily on the merits of their historic landscape design, a substantial number also possess sig- nificance in other areas. New York's Central Park, for example, FIGURE 2: The Beatrix Farrand design for the landscape of Princeton University spanned the period from 1912 to 1943. Fan'and, a significant figure not only as a major representative of the Arts and Crafts Movement in landscape architecture but also in twentieth-century campus design, has had considerable impact on campus planning and design. Using residential complexes and other buildings as walls for landscaped courtyards of trees and grass is a characteristic feature of American campuses. (Photo credit: Alan Ward) has significance in social history and transportation, although its primary significance is landscape architecture. In many instances,. the original design intent of a significant designed historic landscape was to complement an adjacent building or buildings. In such cases the nomi- nation needs to address the sig- nificance of both the architecture and the designed historic landscape and their interrelationship. Exam- ples of interrelated historic architec- ture and designed historic landscapes, such as a courthouse and courthouse square, should not be artificially separated but evalu- ated as a unit. Many historic landscapes are eligi- ble for the National Register because they represent such themes as early settlement, immigration or agricul- ture; yet unless they meet the above definition, they are not considered designed historic landscapes. This definition of designed historic.land- scape does not include such.land- scapes as ethnic communities or farmsteads that may be historic but that developed for the most part without benefit of professional plan- ning or design, that were not con- sciously designed as works of art, or that represent the work of distinct cultural groups and are more proper- ly classified as cultural or vernacular landscapes. A companion bulletin on how to evaluate and nominate cul- tural or vernacular historic land- scapes will be issued at a later date. Historic properties such as battle- fields, forts, and mines have been excluded from the category of designed historic landscape since they are more properly related to other areas of significance. In certain exceptional circumstances where there is a relation to landscape archi- tecture, as in the case of a battlefield that has subsequently undergone extensive landscape changes while evolving into a commemorative bat- tlefield park, the property might be considered primarily a designed historic landscape. Types of Designed Historic Landscapes To establish a consistent National Register designation for designed historic landscapes, several distinct landscape types have been identified in order that similar types of designed landscapes can be evalu- ated according to the same criteria. Some designed landscapes, particu- larly those that are large or complex, may incorporate several of the land- scape types listed below. In such cases, the designed landscape should be classified according to the most general type that applies. Designed historic landscapes can usually be described as one of the following types: • small residential grounds • estate or plantation grounds (including a farm where the primary significance is as a land- scape design and not as historic agriculture) • arboreta, botanical and display gardens • zoological gardens and parks • church yards and cemeteries • monuments and memorial grounds • plaza/squarelgreen/mall or other public spaces • campus and institutional grounds • city planning or civic design • subdivisions and planned com- munities/resorts • commercial and industrial grounds and parks • parks (local, state and national) and camp grounds • battlefield parks and other com- memorative parks • grounds designed or developed for outdoor recreation and/or sports activities such as country clubs, golf courses, tennis courts, bowling greens, bridle trails, stadiums, ball parks, and race tracks that are not part of. a unit listed above • fair and exhibition grounds • parkways, drives and trails • bodies of water and fountains (considered as an independent component and not as part of a larger design scheme) Qualifications for Evaluating Historic Landscapes for the National Register of Historic Places Individuals recommended to pre- pare nominations for designed historic landscapes would be knowledgeable in the history of landscape architecture, gardening, and planning. Usually such people have academic backgrounds or ex- perience in such fields and dis- ciplines as landscape architecture, landscape architectural history, ar- chitectural history, art history, American studies, cultural geogra- phy, archeology, horticulture, or historic preservation. Individuals competent to conduct work . described in this bulletin would be familiar with the terminology used to describe the major elements of historic landscape architecture, gardening, and planning and able to identify examples of such ele- ments in historic photographs and plans during site visits. They would also be familiar with the major per- sons, events, and trends associated with landscape architecture, gardening, and planning and the basic chronology of the develop- ment of designed historic land- scapes in the United States. They would be able to identify examples of established periods and move- ments in landscape architecture, gardening, and planning that in- clude but are not limited to the En- glish, French, and Italian garden styles, the American Romantic Style, the development of national and State parks, the City Beautiful era, and the development of the American suburban community. Evaluating A Designed Historic Landscape for the National Register of Historic Places To qualify for the National Register, a designed landscape must have significance as one of the designed historic landscape types listed above and retain in- tegrity of location, design intent, setting, materials, workmanship, feeling, and association and meet National Register criteria. Determining the significance of a designed landscape depends upon conducting a systematic investiga- tion of the history, purpose, social significance, qualities, associations, and physical characteristics of the property and using this information to establish whether or not the landscape is an exemplary representative of one of the types listed above. A typical landscape investigation should accomplish the following: 1. Obtain information about the specific example of landscape gardening, planning, and/or design through documentation of its history and collection of available plans and photo- graphs. Conduct site visits to identify the historic characteris- tics of the design intent of the landscape. 2. Identify the appropriate land- scape type(s) within which the landscape should be evaluated. 3. Analyze characteristic features that the landscape should pos- sess to be a good representa- tive of its landscape type. 4. Evaluate the significance of the historic landscape using Na- tional Register criteria. 5. Evaluate the integrity of each landscape characteristic .and list the features that the landscape should retain to possess integrity. 6. Determine if any aspect of the landscape's history or present condition might place it in a category of properties gener- ally considered ineligible for the National Register, and therefore requiring special justification. 1. Obtain Information: An evaluation of a designed historic landscape should begin with compiling a general descrip- tion and history of the property in- cluding dates of design and construction; names of owner(s), landscape architect(s), designer(s), and administrator(s); identification of construction techniques, methods, and plant materials; land- scape style; existing and previous uses with the dates of these uses identified; and the acreage and ex- isting boundaries of the original tract and any subsequent additions or reductions. The researcher should determine the original intent of the landscape design based on original plans, photographs, con- i respondence, etc. as well as any alterations to the original design and the dates such alterations oc- curred. Additional information may be important, including the intro- duction of innovative, hybrid, or exotic plant materials; the innova- tive use of new construction materi- als or techniques; and the relation- ship between this property and others that may be nearby, designed by the same individual or firm, or owned by the same indi- vidual, family, organization, agency, municipality, or State or Federal government. Information obtained should not be limited to that concerning design and physical appearance but should also include data concerning the function of the landscape during its history and the individuals or groups associated with its ownership, design, and uses. Narrative Description and Mapping of Present Features and Function The present features and func- • tions of a designed historic land- scape should be described in a written narrative and located on a map or plan. Both the written nar- rative description and the map or plan may include but not necessari- ly be limited to the following features: • existing topography and grading • natural features • land uses • circulation system of roads, paths, trails, etc. • spatial relationships and orien- tations such as symmetry, asymmetry and axial alignment • views and vistas into and out of the landscape • vegetation by botanical name and common name with caliper for trees and heights for shrubs (put this onto maps) • landscape dividers such as walls, fences, and hedges • drainage and engineering structures • site furnishings and small scale elements such as benches, planters, and urns r~ U FIGURE 3 & 4: The terraced water cascade is the major design element at Meridian Hill Park in Washington, D.C., which served as a prototype for large scale and decorative usage of exposed aggregate concrete. (Photo credit: Jack E. Boucher, Historic American Building Survey [HABS] ) • bodies of water such as pools, fountains, lakes, streams, and cascades • lighting including actual fixtures such as street lights and lanterns as well as the use of both natural and artificial lighting as design elements (i.e., intensity, color) • signs delineating entrances, street names, and other features • buildings such as houses, barns, dormitories, or hospitals that may be contained within the landscape • structures such as bridges, roads, and dams • sculpture and other works of art Individual features-even though some may be movable or could be considered separately-contribute to the overall identity and character of the landscape and should be con- sidered, in most instances, not in- dividually but in terms of their relationship to the totality of the landscape. A recent survey or aerial photograph of the landscape is often helpful in identifying and locating such features. Narrative Description and Mapping of Historic Features and Function The narrative of the historical ap- pearance should draw upon both documentary evidence and field ob- servations. The discussion should include a chronology describing the evolution of the site from its origi- nal state, original topography, and native vegetation (i.e., prairie grass, hardwood forest);, if known, through its earliest and subsequent uses, designs, and physical altera- tions. Maps should delineate the exact, if known, or approximate lo- cations of all known historic fea- tures. (See "Narrative Description and Mapping of Present Features and Function" above for types of features to include and "Research, Field Work and Documentation Techniques" below for assistance in identification.) Determine Period of Significance and Preliminary Boundaries Using the information collected and organized above, the research- er should begin to determine the property's period of significance and preliminary National Register . boundaries. The period of sig- nificance should be the time period in which the property achieved the qualities that make it eligible for the National Register. Continued use over time does not mean that the period of significance necessarily coincides with that time. There may be several distinct periods of sig- nificance for some properties. If this is the case, all historic periods should be noted. 2. Identify Designed Historic Land- scape Types and Develop Historic Context Once the history of the landscape has been compiled, it is necessary to determine the type to which it most properly belongs. Important events and trends that influenced the development of the landscape type during the period of the property's design or any major al- terations should then be identified. At present the standard source for American landscape history is De- sign on the Land, the Development of Landscape Architecture by Norman T. Newton. It also may be helpful to check with the State Historic Preservation Officer, the American Society of Landscape Architects, the National Association for Olmsted Parks, the Alliance for Historic Landscape Preservation, and other historical, preservation, and landscape professionals and 4 organizations that may have al- ready evaluated the significance of the landscape or identified the designed landscape type that it represents. They may also be able to recommend important source materials, to assist in identifying the physical features necessary to represent a particular type, period, or method of construction or plant- ing, or to suggest significant associ- ations within the development and practice of landscape gardening and planning. Decisions about the significance of properties can only be made with knowledge of the historic and comparative context for the prop- erty evaluated. Therefore, determin- ing the relationship between an individual landscape and the his- toric development and practice of landscape architecture is an essen- tial factor in determining sig- nificance. All landscapes that possess age are not significant, and what is significant must be deter- mined from its connection to the historic theme(s) it represents and in relationship to a group of Simi- larly associated properties. All the information required to demon- strate the significance of a designed historic landscape will vary accord- ing to whether it is significant to the local community, the State, or the nation. It may not be necessary to describe the development of lo- cal gardening styles, for example, for a designed historic landscape that is significant in the national development of landscape architec- ture. If, however, the designed landscape has no importance on the State or national level but is a significant example of a local style of landscape gardening or land- scape architecture, then such a dis- cussion is required. If a designed landscape is important at all three geographic levels-local, State, and national-it should be discussed within the context of all three with significant contributions noted for each level. Many State Historic Preservation Offices are defining formal historic contexts as part o their comprehensive State historic preservation planning process and may be able to assist nomination preparers with the compilation of FIGURE 5: The presentation drawing for a "Design Plan for Garden Treatment" for Dr. and Mrs. Charles G. Robertson garden was prepared by the Salem, Oregon landscape architectural firm of Lord and Shriver and mounted and framed for use as a fireplace screen by the original occupants. Historic plans are helpful both in determining the original design intent and evaluating the integrity of a designed historic landscape. (Photo credit: Robert Gorenson) ,'{~1 ' ~ ~ ~ ~. ~ ~ '' y s ' 1 +~.:; i ` ~ ~~ .t 3 F i i~ ~ f t r ~~ .., r t;C ~~ ~ .}~{ .~ '_ - i .+ _ ..;-eft X. -~ 4` ~ `: ~ .. j ' , A . r r~ .~ ~ -.~ .v is;.,i~^.kh7 c't".,,'~f~"C'Y - ~ 1 ~vs ~_.A~ f~ t ~, ~ t i, H ~ s ~` ~ ~ , 1 . ~~ ~iti~~i P *'}Y„ ~t a~'~' ~ s ~ ~ ~`*~Y' l iS~ ~ r s ~~ _R ~ ~r at s z,, p ~ ,P - ~ ~ t ~ ~ ~ ` -`"' r ,~ c( ~. - - 11LJ:C :'! tel :~: r ¢. C12DLft ~'F:.1Ttt4 MT. -~ ~~ a~. -~ ~; _ t . - .- . ....n .. - ". - t -- ._ -"°"~.`-. _ - ~ ~: ~ - '~"s~"`"wa"'s'"ue".-.z.+r~T'~a°Y`i.'-~.J. '-~-" _-'> ~- - 5 comparative and thematic data for the evaluation of a property. 3. Analyze Characteristic Features Next, the researcher needs to de- termine the characteristic features that the property must possess to be a good representative of its type, period or method of design or con- struction and how it relates to the development and philosophy of its designed landscape type. For exam- ple, aresearcher approaching a park designed in the American Romantic style may be looking: for an emphasis on natural scenery and native plant materials, a lack of formal design, and a curvilinear cir- culation system and other charac- teristics generally associated with such parks. A landscape where "these characteristics are not identifi- able would not be a good repre- sentative of this type and, there- fore, ineligible for the National Register. 4. Evaluate Significance of the Historic Landscape Using National Register Criteria • As defined by the National Historic Preservation Act of 1966 and the National Register criteria, to be eligible for the National Register a designed historic land- scape must possess the quality of significance in American history, ar- chitecture (interpreted in the broadest sense to include landscape architecture and planning), archeol- ogy, engineering and culture and integrity of location, design, set- ting, materials, workmanship, feel- ing, and association and a. be associated with events that have made a significant contribu- tion to the broad patterns of our history; or b. be associated with the lives of persons significant in our past; or c. embody the distinctive charac- teristics 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 sig- nificant and distinguishable enti- ty whose components may lack individual distinction; or d. have yielded, or may be likely to yield, information important in prehistory or history. Many designed historic land- scapes will be eligible" because of their associations with significant events and trends. For example, the creation of designed landscapes has historically been associated with social movements. The historic designs for parks, suburbs, and playgrounds have direct links, in many cases, to the social issues of their times. In addition to possess- ing significance according to such historical themes established by the National Register as social history, agriculture, or transportation and meeting criteria A-D above on that basis, a property nominated be- cause it is a designed historic land - scape should meet these criteria primarily on the basis of associa- tions with landscape gardening or landscape architecture under criteri- on C. In general, such questions as whether a particular designed historic landscape was the first of its type; is noted for some particu- lar innovation in design, construc- tion, planting or use; or is associated with a significant figure in landscape architecture, gardening and planning should be considered. Typically, a designed historic land- scape meets criterion C because of its association with the productive careers of significant figures in American landscape architecture such as Andrew Jackson Downing, Frederick Law Olmsted, Jens Jen- sen, Beatrix Farrand or other noted practitioners; an association with a historical trend or school of theory and practice within landscape ar- chitecture such as the City Beautiful Movement or the Country Place Era, rather than with an individual person of significance; the presence of highly skilled craftsmanship or use of particular materials in the construction of walls, walks, foun- tains and other landscape elements; evidence of distinguished design and layout that results in superior aesthetic quality and constitutes an important artistic statement; or rare or specimen plant materials as- sociated with a particular period or style of landscape history. 5. Evaluate Integrity Not all historic properties retain integrity. Within this concept of in- tegrity, the National Register criter- ia recognize seven aspects, or qualities, which, in various combi- nations define integrity. Historic lo- cation, design, setting, materials; workmanship, feeling, and associa- tion must be considered in deter- mining whether a landscape retains enough of its important features to convey its historically significant appearance or associations. Land- scapes have unique attributes that often complicate the evaluation of integrity, but the degree to which the overall landscape and its signifi- cant features are present today must be evaluated. In general, the researcher should ask the following questions when evaluating integri- ty: 1) To what degree does the landscape convey its historic character? 2) To what degree has the original fabric been retained? 3) Are changes to the landscape irrevocable or can they be corrected so that the property retains integrity? The specific features that a designed historic landscape must retain will differ for various land- scape types. Such features may in- elude but not necessarily be limited to spatial relationships, vegetation, original property boundary, topo- graphy/grading, site-furnishings, design intent, architectural features, and circulation system. If, for ex- ample, aproperty is primarily sig- nificant because of its internal road circulation yet the historic road pat- terns are no longer discernible or have been badly damaged, then the landscape has suffered a loss of in- tegrity that may make it ineligible for the National Register. In addi- tion to establishing the reasons for a designed landscape's significance, it is also necessary to determine if the designed landscape is signifi- cant for its original or altered character or both. Although a land- scape need not retain all the charac- teristic features that (see list above) it had during its period(s) of sig- nificance, it must retain enough or have restored enough of the essen- tial features to make its historic character clearly recognizable, and these features should be identified. The clearest evaluation of integ- rity is based on the presence of identifiable components of the original design. To evaluate the historic integrity of a designed landscape, it is useful to compare the present appearance and func- tion of the landscape to its histori- cal appearance and function. The relationship between present func- tion and that intended or actually in use during the period of sig- nificance may also affect the inte- grity of a designed historic land- scape. An area that was designed for passive recreation may have suffered a loss of integrity if it has been converted for active play such as baseball. On the other hand, an open meadow within a large estate or institutional grounds may sur- vive an adaptive use to a golf course without loss of integrity if its open design qualities remain dominant. Conversions of designed landscapes to agricultural or forest uses may also seriously affect historic integrity, although the existing landscape remains scenic. The features to be evaluated should also be considered in terms of survival, condition, and appro- priateness to the original design intent and period of significance. Such features include grading, rock formations, water bodies, road net- works, and paths. Such elements are relatively stable and their integ- rity can be addressed in much the same way that one would analyze the integrity of a building. Some additions dating from a period later than the period of significance but that retain the spirit of the original design, such as a rusticated con- crete wall extension of an original stone wall, may have achieved sig- nificance of their own over time. Site furnishings such as benches, urns, and street lights are particu- larly vulnerable to periodic change; although their presence may strengthen the integrity of the designed historic landscape, their absence when the special integrity of the designed landscape is intact does not necessarily mean ineligibility. Vegetation, another important feature of most landscapes, is not stable. It is always changing-by seasonal cycles, maturation, prun- ing, removal, neglect, and other forces. If one first determines that the more stable elements of the designed landscape are sufficiently intact to represent the original de- sign intent, then it can be deter- mined whether the existing vegetation taken as a whole re- enforces or supports the original design intent. A bare site that was once heavily groved, for example, usually would be considered ineligi- ble. Less dramatic changes in vege- tation might not disqualify a site on the question of integrity. A designed historic landscape need not exist today exactly as it was originally designed or first executed if integrity of location and visual effect have been preserved. Origi- FIGURE 6: Oakmont Country Club, significant in golf annals for the difficulty of its course, its length, and speedy greens, is one of the nation's earliest surviving golf courses. The Western Pennsylvania eighteen hole course was laid out by Henry C. Fownes in 1901. Fownes' original design is still evident today despite the constant maintenance and alterations required fora • championship caliber golf course. (Photo credit: Lu Donnelly) nality of plant materials can in- crease integrity but absence of original materials does not auto- matically disqualify a designed landscape. The absence of original vegetation may not diminish integ- rity, for example, if the same or similar species of appropriate size have been replanted to replace -- dead, diseased or mature speci- mens. Aboulevard that has lost its original trees but where appropriate new street trees have been planted may retain integrity. Some later vegetation, especially specimen varieties, may also possess sig- nificance in its own right regardless of its relationship to the original de- sign or implementation. Condition will play a significant role in evaluating integrity. Sucl1 categories as excellent, good, fair, deteriorated, and severely deterio- rated applied to individual features • may assist the researcher in making a final judgment about the overall condition and thus the integrity of the property. Plant materials that are diseased, overmature, or have Been subjected to excessive pruning or other improper treatment as well as areas where there is extensive soil erosion may diminish a land- scape's integrity. Condition, of course, is reversible; in many in- stances it may be possible to enhance integrity through main- tenance, replanting, or other resto- ration or reconstruction procedures. In most instances the original boundazies of the landscape design FIGURE 7: Chanticleer, the Delaware County, Pennsylvania, suburban estate of the Rosengarten family is a designed histor- ic landscape that incorporates the original landscape plan developed by landscape ar- chitect, Thomas Sears, as well as subse- quent work by landscape architects, Howard Kneedler, Yerkes Associates, and Billy Jay Hoffman, several architects, and members of the Rosengarten family. Prin- cipal landscape features include the main gate where the pair of carved stone roosters that give the estate its name announce the entrance. (Photo credit: George Thomas) will comprise the limits of the geo- graphic area to be evaluated: Adja- cent off-site conditions will not be considered in the evaluation of integrity, unless they were included as part of the original design intent. In such cases a landscape's imme- diate surroundings may have an impact on an evaluation of integ- rity. Major adjacent encroachments; such .as highways, parking lots, and new buildings, may violate the original design intent and intrude upon the property. Views from the property, for example, that were in- tended to be pastoral but that are now industrial or views that were established along sight lines to buildings, monuments,- or other features that have been destroyed may be a serious detriment to the integrity of a historic landscape. 6. Determine the Need for Special justification Certain types of properties do not usually qualify for the National Register. Cemeteries, birthplaces or graves of historical figures, proper- ties owned by religious institutions or used for religious purposes, structures that have been moved from their original locations, recon- structed historic buildings, proper- ties primarily commemorative in nature, and properties that have achieved significance within the past 50 years are not ordinarily con- sidered eligible for the National Register. However, such properties will qualify under the criteria as they apply to designed historic landscapes if they are integral parts of districts that do meet the criteria or if they fall within the following categories: a. a religious property deriving primary significance from archi- tectural or artistic distinction or historical importance; or b. a building or structure removed from its original location but which is significant primarily for architectural value, or which is the surviving structure most -_ ..--~t~.=..v~. - - importantly associated with a historic person or event; or c. a birthplace or grave of a histor- ical figure of outstanding impor- tance if there is no other appropriate site or building directly associated with his productive life; or d. a cemetery that derives its pri- mary significance from graves of persons of transcendent im- portance, from age, from dis- tinctive design features, or from association with historic events; or e. a reconstructed building when accurately executed in a suitable environment and presented in a dignified manner as part of a restoration master plan, and when no other building or structure with the same associa- tion has survived; or f. a property primarily commemo- rative in intent if design, age, tradition, or symbolic value has invested it with its own histori- cal significance; or g. a property achieving signifi- cance within the past 50 years if it is of exceptional importance. Usually considerations b and c above do not apply to designed historic landscapes, but there may be historic districts that contain properties that must meet these considerations to contribute to the historic significance of the designed landscape. Cemeteries and the grounds associated with religious institutions are among the most obvious examples of landscapes requiring justification under the National Register criteria considera- tions. Only those possessing artistic quality because of their landscape design will meet the test of sig- nificance as designed historic land- scapes. A landscape that had pivotal physical characteristics recon- structed may be eligible if it is sig- nificant for its original landscape design, if it is the sole surviving landscape of its type, or if it is the only survivor associated with a sig- nificant figure in landscape architec- ture. However, the property will require special justification. To be eligible for the National Register, a designed historic land- scape that is less than fifty years old must be exceptionally signifi- cant. Aproperty that has achieved significance within the last fifty years can be evaluated only when sufficient historical perspective exists to determine that the property is exceptionally important and will continue to retain that dis- tinction in the future. Scholarly recognition is usually required to establish exceptional significance because only that type of analysis can convincingly demonstrate that despite the lack of the passage of the fifty-year period, sufficient historical perspective exists to evaluate the particular property. A property must be compared with other properties of its type that have similar associations and qualities to establish exceptional significance. The reasons for which a property is considered exception- ally significant must be explained along with a discussion of the qual- ities and characteristics that distin- guish the landscape as exceptional. FIGURE 8: "Fairsted" (The Frederick Law Olmsted National Historic Site) is a designed historic landscape in Brookline, Massachusetts, associated with the life and work of Frederick Law Olmsted, Sr. from 1883-1903 and his family from 1904-1935 with later alterations attributed to the Olmsted firm up to 1979, when the U.S. National Park Service took over the property as the Frederick Law Olmsted National Historic Site. (Photo credit: Shari Berg, Courtesy U.S. National Park Service, Frederick Law Olmsted National Historic Site) Occasionally, a landscape may con- , tain exceptionally important ele- ments such as sculpture and other works of art. If the work of art is an integral part of the design for the landscape, it may make the entire landscape eligible for the National Register even if it is less than fifty years old. Landscapes n~ determined to be especially signifi- cant should be reevaluated when 9 they are fifty years old. (See National Register Bulletin 22, "How To.Evaluate and Nominate Potential National Register Properties That Have Achieved Significance Within the Last Fifty Years" for a more • detailed discussion of the evalua- tion process for properties that are less than fifty years old). Preparing the National Register Nomination Conducting an in-depth analysis of a designed historic landscape using the process outlined above should give a researcher sufficient information to make an assessment of potential eligibility based on the landscape type, its characteristic features and period of significance, integrity of the landscape, and any relevant special considerations. The number and combination of charac- teristic features necessary for eligi- bility will vary from property to property and will depend on the qualities for which a designed land- scape is significant. In some in- stances, asingle quality or association and the retention of the most important design characteris- tics may make a designed land- . scape eligible. If a landscape is not individually eligible for the National Register, it may still be eligible as a contributing component of a his- toric district. Completing the National Register Nomination Form Care must be taken in completing the National Register form accord- ing to the set of instructions that accompany it and National Register Bulletin 16, "Guidelines for Com- pleting National Register Forms." No section may be left blank; there are specific instructions for indi- cating that a section may not be applicable to the particular nomi- nation; there are usually options. to choose the category "other" in multiple choice categories. An in- dividual designed landscape should be classified in the nomination as a "site" which the National Register defines as "the location of a signifi- cant event, a prehistoric or historic occupation or activity, ~ or a building or structure, whether standing, ruined, or vanished, where the location itself possesses historic, cultural or archeological value regardless of the value of any exist- ing structure." More often designed historic landscapes, such as estates, subdivisions or planned communities, commonly fit into the National Register's "district" category of a "geographically definable area which possesses a significant concentration, linkage or continuity of sites, buildings, struc- tures, and/or objects united by past events or aesthetically by plan or physical development." Some designed historic landscapes that qualify individually as sites may be nominated as part of a district. A park in the center of a concentra- tion of historic houses, a public square adjacent to a historic down- town, or a college campus at the edge of a historic town may each be considered a designed historic landscape and yet be included as part. of a district nomination. The narrative portions of the Na- tional Register form provide an op- portunity to develop fully the information and analyses conducted for the designed historic landscape as discussed above. In each section, it is important to be as concise as possible yet to describe fully the history and development of the . property. Knowledge of the designed landscape type and of its designer and those who influenced its design is critical and should be reflected in the narrative portions. Yet the entire history of a land- scape movement need not be repeated in each nomination; only the parts of the story that directly relate to the particular property, its period of significance, and that help to illustrate how the property meets National Register criteria need to be discussed. Determining -and justifying the boundaries of a designed historic landscape are important parts of a National Register nomination. Boundaries should be drawn care- fully to encompass, but not to ex- ceed, the full extent of the significant resources. The area to be registered should be large enough to include all significant features but should not include buffer zones or acreage not directly contributing to the landscape's significance. If the designed historic landscape's historic boundaries are intact, if the uses have not changed considera- bly, and if the entire property pos- sesses integrity, then there is good justification for including the entire property in the nomination. If, however, land uses have changed considerably or there .have been major physical changes in some portions of the property, those areas should be excluded from the nomination. All boundaries should be justified in a short narrative statement which explains why the boundaries were selected. Each nomination must be accom- panied by a USGS map locating the property within a city or other geographical unit and by at least one plan or sketch map locating all significant landscape features as -well as any intrusions. The narra- tive description and significance sections of the registration form are used to assess if a feature contrib- utes to the historic significance of the landscape. (See National Register Bulletin 14 "Guidelines for Counting Contributing and Non- contributing Resources for National Register Documentation" for defini- tions and guidelines for determin- ing the status of properties within historic districts.) Each feature iden- tified should be numbered so that references to them can be keyed to the narrative discussions. Copies of historic plans, if they are available, may be helpful in determining the original design intent and the in- tegrity of some properties. A num- ber of black and white archival quality photographs should accom- pany each nomination. These photographs should be keyed to the numbers shown on the sketch map with direction of view indi- cated. There is no requisite number of photographs that must be sub- mitted. The requirements state that there should be as many photo- graphs as necessary to depict the property clearly. Representative views of all characteristic features as well as alterations and intrusions should be included with the loca- tion and direction of each view recorded for all photographs. Prints of historic photographs should be included if they help resolve ques- tions of integrity. Research, Field Work and Documen- tation Techniques The following discussion is in- tended to assist nomination preparers in developing a thorough and systematic approach to research, field work and documen- 10 tation of designed historic land- scapes. Research Historical research should include investigations of extant drawings, specifications, and plant lists pre- pared by the original and subse- quent designers, if such documents are available. For some properties it may be possible to locate historic photographs, illustrations, and descriptions in journals, newspapers, and other publica- tions. When they are available, such historic illustrations as birds- eye and perspective sketches will aid the researcher in understanding the designed historic landscape. An owner's, designer's, or gardener's diary or minutes of proceedings for institutions or governmental projects may provide useful infor- mation, as might ledgers or nursery catalogs. A comparison of surveys done close to the date of design with "as built drawings" or sur- veys done following construction often illuminate the issue of what was actually built or planted. Iden- tifying original sources for outdoor furnishings and hardware may pro- vide important clues such as estab- lishing an approximate date for the landscape. In some instances, reports to public agencies may still be available in the archives of either the .designer or the original client. Previous studies, including management reports and vegetative inventories, if available, may also be useful. Interviews with previous owners, descendants of owners, neighbors, designers, gardeners, contractors, or others involved with the history, design, or management of the property are usually valuable and may turn up other primary and secondary sources of material about the landscape. Secondary sources should be used with caution check- ing the author's citations where possible and looking for physical or supporting evidence for un- documented statements. Investiga- tions such as these described above, in addition to the necessary field work, can help a researcher to determine if a landscape was actu- ally built and planted as designed. Field Work Conducting a detailed investiga- tion of the designed historic land- FIGURE 9: Prospect Park, Brooklyn, New York, view of the Long Meadow. Designed by Olmsted & Vaux in the 1860s. While thi~ scene looks almost "natural" rather than designed, it illustrates the subtle effects.of topography, plantings, and vistas conceived by the designers. (Photo credit: Shari Berg, Courtesy U.S. National Park Service, Frederick Law Olmsted National Historic Site) scape during site visits is necessary to identify and to record the present appearance and function of the landscape and to determine or to locate landscape features that may add understanding to early uses, plantings, grading, construc- tion materials, techniques, etc. It may be desirable to visit the property in more than one season if seasonal variations in vegetation or land use appear to be important views and vistas, and other signifi- cant features, winter is often the best time for detailed investigations unless there is snow to obscure details. Documentation There are actually two levels of • documentation that occur in de- veloping anomination for the Na- ?1 • tional Register: 1) that which one actually needs to accumulate in 3rder to understand and to analyze the historic landscape; 2) that which is required to be submitted with the nomination. The items dis- cussed above under "Completing the National Register Nomination" fall into the second category. However, before a nomination can be completed an important step will be the completion of detailed documentation to evaluate the designed historic landscape. The more detailed set of information in- cludes documentation needed to evaluate a designed historic land- scape that, when completed, will be condensed and included in the nomination. The researcher will need to obtain or develop plans(s) or map(s) showing present appear- ance and function as well as plan(s) or map(s) delineating the land- scape's designed appearance and function during the period of sig- nificance. Both plans or maps should be the same scale and ideal- ly should be developed on the same base map so that an overlay analysis can be accomplished. This analysis will provide the researcher with the characteristic features that have endured from the period of significance to the present and al- low an analysis of the degree to which their appearance and func- tion have remained the same, thus providing a good indication of the landscape's integrity. This compari- son between the present and historic condition forms the basis for understanding landscape design integrity. In order to understand truly the significance and integrity of the designed historic landscape being evaluated, historic and contem- porary graphics need to be com- pared to gain an understanding of the landscape as designed, the landscape as constructed, and the landscape of today. To record and to analyze a historic landscape and its many aspects, maps of different scales may be necessary. Scales such as 1" = 10' or '/a " = 1' for construction details or flower gardens, 1 " = 20' for tree and shrub identification, 1" = 50' or 1" = 100' for tree massing, drives, etc., and the use of a larger scale such as 1" = 200' for an overall plan are generally most useful. Contour intervals should be shown; at a minimum of 10' on the base map. Where possible all graphic in- formation should be reduced to an 8'/z" x 11" format for submittal to the National Register or folded to that size. Although not necessary for the National. Register submission, color slides taken at the same points at various seasons are often additional aids that provide helpful reference points when writing descriptions. Other non-required but helpful aids include aerial photographs that may assist in understanding the total landscape; stereo pairs that may be useful in understanding the three- dimensional aspects of the land- scape; and video tape that records sounds as well as serial or sequen- tial experiences to provide a good field record of the landscape. Before beginning to record the designed historic landscape for the National Register, it is helpful to consider the potential uses of the _ information collected and documented during the process of preparing the nomination. The de- velopment of master, management, maintenance and restoration plans, creation of a design control district; or implementation of a historic in- terpretation program may follow the actual nomination. If the next step is to develop a master plan, for instance, it may be important to prepare a base map at a scale that will allow for in-depth analysis and comprehensive recommendations in the next phase may save time in the future. A final word about documenta- tion concerns the potential of a designed historic landscape to be a National Historic Landmark. If the landscape has national significance, this ought to be documented in the nomination.. Designation as a Na- tional Historic Landmark will re- quire that the property be studied by the National Park Service. Usually this occurs as part of a major theme study. Awell- documented National Register nomination for a potential National- Historic-Landmark-quality designed landscape will facilitate its review by National Park Service profes- sionals. Further information con- cerning the National Historic Landmark Program may be ob- tained by writing to the Director, National Park Service, U.S. Depart- ment of Interior, P.O. Box 37127, Washington, D.C., 200013-7127 RECOMMENDED BIBLIOGRAPHY AND SOURCES National Park Service Publications National Register Bulletins: 2 Nomination of Deteriorated Properties 6 Nomination of Properties Significant for Association with Living Persons 9 Improvement of Documentation for Properties Nominated to the National Register 12 Definition of Boundaries for Archeological Properties 14 Guidelines for Counting Contributing & Noncontributing Resources 15 How to Apply the National Register Criteria for Evaluation (Draft, 1982) 16 Guidelines for Completing National Register of Historic Places Forms 19 National Park Service Procedures and Policies for Processing Nominations 21 How to Establish Boundaries for National Register Properties 22 How To Evaluate & Nominate Potential National Register Properties That Have Achieved Significance Within the Last Fifty Years 23 How To Improve the Quality of Photos for National Register Nominations 24 Guidelines for Local Surveys: A Basis for Preservation Planning 25 Directory of Technical Assistance 28 Using the UTM Grid System to Record Historic Sites The above publications may be obtained by writing to the National Register of Historic Places, U.S. Department of Interior, National Park Service, P.O. Box 37127, Washington, D.C. 20013-7127. In addition to the above specialized bulletins for National Register nomination preparation, the NPS Park Historic Architecture Division has compiled a Cultural Resource Bibliography that may aid historic landscape-researchers. That office may be contacted for information about the series at the above address. Books and Articles American Society of Landscape Ar- chitects. Landscape Architecture, Preservation Leaps the Garden Wall. Vol. 71, No. 1. Louisville, KY: ASLA, January 1981. Balmori, Diana and McGuire, Diane Kostial and McPeck, Elanor M. Beatrix Farrand's American Landscapes: Her Gardens and Campuses. Sagaponeck, NY: Sagapress, 1985. Betts, Edwin Morris, ed. Thomas Jefferson's Garden Book: 1766-1824. Philadelphia: Memoirs of the American Philosophical Society, Vol. 22, 1944. Cleveland, Horace William Shaler. Public Grounds in Chicago: How to Give Them Character and Expression. Chicago: C.D. Lakey, 1869. and Backus, William and Samuel D. Village and Farm Cot- tages. Watkins Glen, NY: Ameri- can Life Foundation, 1976. Downing, A.J. A Treatise on the Theory and Practice of Land- scape Gardening Adapted to North America. New York: 1841. • Draper, Earle Sumner. "Southern Textile Village Planning," Land- scape Architecture. 8 (October, 1927), 1- 28. Earle, Alice Morse. Old-Time Gardens. New York: Gale, 1968. Eaton, Leonard K. Landscape Artist in America: The Life and Work of Jens Jensen. Chicago: Univer- sity of Chicago Press, 1964. Eliot, Charles W. Landscape Ar- chitect. Boston: Houghton and Mifflin, 1902. Fein, Albert. Frederick Law Olm- sted and the American Environ- mental Tradition. New York: Braziller, 1972. Favretti, Rudy J. and Favretti, Joy Putnam. Landscapes and Gardens for Historic Buildings. • Nashville, TN: American Associa- tion for State and Local History, 1978. Howard, Sir Ebenezer. Garden Cities for Tomorrow. London: Faber and Faber, Ltd., 1946. Hubbard, Henry Vincent, and Kim- - ball, Theodora. An Introduction to the Study of Landscape De- sign. New York: The Macmillan Company, 1929. Hyams, Edward. Capability Brown and Humphrey Repton. New York: Charles Scribner's Sons, 1971. Isle, John. Our National Park Poli- cy: ACritical History. Baltimore: The Johns Hopkins Press, 1961. - Jellicoe, Geoffrey and Susan. The Landscape of Man. London: Thames and Hudson, 1975. Jensen, Jens. Siftings. Chicago: Ralph Fletcher Seymour, 1939. Leighton, Ann. Early American Gardens. Boston: Houghton Mifflin, 1970. American Gardens in the Eighteenth Century. Boston: Houghton Mifflin, 1976. i~ Loudon, J.C. The Suburban ' Gazdener and Villa Companion. London: Longman, Orme, Brown, Green, and Longmans, 1838. The Landscape Gazdener and Landscape Architecture of the Late Humphrey Repton, Esq. London: Longman and Com- pany, 1840. The Villa Gardener, 2nd ed. Mrs. Loudon. London: Wm. S. Orr & Co., 1850. Melnick, Robert. Cultural Land- scapes: Rural Historic Districts in the National Park System. Washington, DC: National Park Service, U.S. Department of the Interior, 1984. Muir, John. Our National Pazks. Boston: Houghton Mifflin, 1901. Newton, Norman T. Design on the Land. Cambridge, MA: Harvard _ University Press, 1971. Olmsted, F.L., Forty Years of Land- scape Architecture, I: Early Years, ed. and Central Pazk, ed. Olmsted Jr., Frederick Law and Kimball, Theodora Hubbard. Cambridge and London: 1973. Platt, Charles A. Italian Gardens. New York: Harper & Bros., 1894. Repton, Humphrey. The Art of Landscape Gardening, ed. John Nolen. Boston: Houghton Mifflin, 1907. Robinson, Charles Mulford. The Improvement of Towns and Cities. New York: G.P. Putnam's Sons, 1901. Modern Civic Art. New York: G.P. Putnam's Sons, 1903. Simonds, John. Landscape Ar- chitecture, The Shaping of Man's Natural Environment. New York: McGraw-Hill Book Company, Inc., 1961. Spirn, Anne Whiston. The Granite Garden. New York: Basic Books, Inc., 1984. Weidenmann, Jacob. Victorian Landscape Gazdening: A Facsi- mile of Jacob Weidenmann's Beautifying Country Homes, in- troduction by David Schuyler. Watkins Glen, NY: The Ameri- can Life Foundation, 1978. Wyman, Donald. Shrubs and Vines for American Gazdens. New York: MacMillan Publishing Co., 1965. Wyman, Donald. Trees for Ameri- can Gazdens. New York: MacMil- lan Publishing Co., 1965. Zaitzevsky, Cynthia. Frederick Law Olmsted and the Boston Pazk System. Cambridge, MA: Belknap Press, 1982. journals From time to time the following journals may publish articles per- taining to the history of landscape architecture. Bulletin. (The Association for Preservation Technology) Landscape Journal. Landscape Architecture. Journal of the Society of Architec- tural Historians. Collections The following collections may contain original drawings, manuscripts, correspondence, etc., that may be of assistance. The list is not definitive but is intended, in- stead, as a representative sample of the kind of primary sources availa- ble for some historic landscapes. Ames, IA: Iowa State University. School of Design. Warren Man- ning Archives. Ann Arbor, MI: University of Michigan. Jens Jensen Papers. Berkeley, CA: University of Califor- nia. Beatrix Farrand Papers. Brookline, MA: Frederick Law Olmsted National Historic Site. Archives. Files. Cambridge, MA: Frances Loeb Library, Harvard University. John Charles Olmsted Collection. Lowell, MA: University of Lowell. Warren Manning Archives. Washington, DC: Dumbarton Oaks. Washington, DC: Library of Con- gress. Frederick Law Olmsted Papers. Washington, DC: Library of Con- gress. The Olmsted Associates Papers. Washington, DC: Library of Con- gress. The American Society of Landscape Architects Archives. Credits and Acknowledgements Several people have contributed to the thoughts about historic land- scapes contained in this bulletin. Thomas J. Kane, FASLA, generous- ly shared a copy of an unpublished paper that he prepared concerning guidelines for evaluating the sig- nificance of historic landscapes for the National Park Service in 1976. This paper provided a point of departure for this bulletin, particu- larly in regard to the characteristic features of designed historic land- scapes. Patricia O'Donnell, Chair of the American Society of Landscape Architects, Committee on Historic Preservation, also provided a copy of her May 7, 1984, paper, "Pro- posed Landscape Preservation Defi- nitions" and the ALSA Landscape Inventory. We are also indebted to Robert Melnick, ASLA, and his work in rural historic districts which addresses the parallel issue of nominating cultural landscapes. Finally, we thank our colleagues in the Alliance for Historic Landscape Preservation for devoting considera- ble time during the June 1985 annu- al meeting at Skyland in Virginia to the topic of designed landscapes and the criteria that should be used to evaluate and nominate historic landscapes to the Register. These discussions occurred during the early stages of the development of the outline for this bulletin and were- extremely valuable. A number of preservation and landscape professionals reviewed the draft of this bulletin and were extremely helpful in suggesting revisions. Thomas J. Kane, FSLA; Patricia O'Donnell, ASLA; Darwina Neal, FASLA; Robert E. Stripe; Shary Page Berg; Malcolm Cairns; Daniel Sponn; Chauncey L. Walker; and others suggested specific language changes that were incorporated into the bulletin. 14 - r r ~ Main Street News I flout ~0 :.~ F. Problems -and Correct Them- - Maureen Atkinson and John C. Williams _ ~ ~. The retail businesses in most downtowns are critical to the success of the revitalization pro- cess. Astrong nucleus of•good merchants will bring people into the business district and help animate the entire area. Because stores are so important to the downtown, analyzing a retailer's weaknesses and helping correct them will benefit the whole dis- . trict.' Despite their importance, many retailers in small commu- nities continue .to operate in an unprofessional and outdated manner. With some notable ex- ceptions, independent retailers do not operate at the level of the best national and regional chain stores. Because most shoppers are aware of this difference, in- -- dependent stores continue to lose their share of retail sales. As a result, Main Street loses these customers to the competition. The challenge to downtowns, therefore, is to foster excellence in retailing. haracteristics of Successful lietailers ' It is important to be aware of what makes a successful retailer if stores in your town are to reach their full potential. Factors shared by excellent retailers in- clude: ^ Customer service. These re- tailers are dedicated to serving their customers, finding out what they want and satisfying those needs. Superior retailers act as "buying agents" for their customers, rather than just stocking merchandise "in the hopes of selling it to someone. ^ Specialty focus. Strong re- tailersknow their own strengths Number 26 July 1987 Excellent retailers ahsre a closeneaa with their cuatnmera. The atafl IS WBII Idelltllled with a unitorm and name tag and serses the csstomer with a smile. (John Williams) • C~ i -%._. Comings' Fire and Safety is in Bridgewater, Nova Scotia, a predominantly 61ue collar market. The store sells work wear and has clearly identified a niche in the market tar its products. There is a clear locus in the inventory on best sellers such as work gloves. (John Williams) and those of their competitors. They become true specialists by offering something different from the competition and by adding needed merchandise and services to the market. A con- tinual program of fine-tuning ensures that these merchants maintain their success. ^ Market strategy. Superior mer- chants have developed a market strategy based on having an ad- vantage over their competitors. This edge is gained by supplying customers with desired benefits such as better prices, better se- lection, excellent service and/or products suitable to the lifestyle of the customer. ^ Professional management. Successful retailers have a disci- plined approach .to service and profit. They invest in the latest information systems and con- tinually look for new and better ways of doing business. They are relentless in their dedication to upgrade their stores' operations and serve their target shoppers better. iagnosing a Store Weaknesses Downtown merchants should be assessed by comparing their opera- tions to those of excellent re- tailers. The key to an honest as- sessment is to evaluate whether a store is as good as or better than the best national or region- al chains in its merchandise cat- egory. The following is a guide to completing the sample Retail Assessment Form (see Figure A~. Most of the factors to be razed are visual and so can be judged (as shoppers do) without looking at the owner's books. ^ Size. Is the shop competitive in size? Is it too large or too small? ^ Ownership. Is it independent- ly owned or part of a chain? Is the owner in town or absent? The answers to these questions may affect receptiveness to ideas for improvement. ^ Management. Is the store owner-operated or profession- alIymanaged? Has management attended a development course lately? ^ Store concept. To what degree does the shop specialize (is it try- ing to be like Sears in only 1,000 square feetj? How unique is the concept (is it copying everyone else in town or offering some- thing differentj? Does the store bring wanted merchandise to the market? Is it focused-easy and obvious to see what busi- ness they are in, and not in? ^ Target market. What are the characteristics of the customers to whom the store appeals: age, sex and income; sensitivity to price (are they bargain hunters or quality oriented?J; lifestyle (attitude toward change-are they threatened by change or do they seek it? ~. Is the target mar- ket clearly identified and are they likely to shop downtown? Or, is the store trying to appeal to everyone and be all things to all people? ^ Inventory. To what degree does the store focus its invento- ry and commitment to wanted items? Is there enough or too much to choose from? Is there enough stock for the store to be productive? Are best sellers (items that are in high demand) in stock or are there empty spaces on the shelves? Is there a lot of old stock, especially at reg- ular prices? Is the merchandise clean and well cared for? ^ Visual Presentatiott. Does the store support its concept and make it easy for customers to find what they want? Is popular merchandise front and center in the store and presented with an intensity that shows the com- mitment of the store to the item? Decor, lighting, fixtures and layout should produce an enjoyable shopping experience. Is the presentation efficient both for customer shopping and for store operations? What are the conditions of the fixtures and mannequins? Is there evidence of reinvestment in the interior and exterior of the store and is it as good as the best chain store competition? ^ Service. Is the level of service appropriate to the store's busi- ness concept? The store can be 1.igh service or self-service as long as it is efficient and consis- tent with what the customer expects. Are the staff knowl- edgeable, pleasant and- custom- er-oriented? Is the owner or manager in the store and visible? Is the staff well treated or are there turnover problems? Does National Main Street Ccnter, National Trust for Historic Preservation the store offer all the special ser- vices one would expect for the type of merchandise being sold? ^ Advertising and sales promo- tion. Are communications with the customer clear and honest? Does the store advertise? Is the advertising and promotion con- sistent with the concept? Does the store use advertising and promotion to create store aware- ness, build an image or generate immediate sales? All promo- tional activities should have at least one of these goals. ^ Electronic point of sale. Does the store have cash registers that gather sales information? This equipment can help the store owner or manager make mer- chandisingand buying decisions based on up-to-date facts. This is a sign of professional, modern management. ^ Traffic. Customers will make a special shopping trip to a store that is a traffic generator but will only shop at atraffic-dependent store if they are in the area for another reason. The more "gen- erators" there are downtown, the stronger the area will be. ^ Ideas for improvement. Im- provement ideas should be based on bringing the shop up to the standards of the best chain stores by identifying the areas that require the most attention. Market analysis and the devel- opment of a marketing strategy will point the way. arketing for Retailers To make sound de- cisions about a mar- ket direction, it is important to have certain facts. The development of a marketing strategy, therefore, starts with a market analysis. The three areas that should be thoroughly analyzed fora mar- ket analysis are consumers, competition and company. Consumers. A clear definition and understanding of the target customer is a key requirement: ^ Consumer profile. Learn the customer's age, income, marital status and occupation. The more specific the definition the more efficient the focus. ^ Image perception. How do consumers see- your type of store? Specialty stores are per- ceived differently from depart- ment and discount stores. ^ Purchasing patterns. How, when, where, why and- what do customers purchase? ^ Attitudes. Learn about cur- rent consumer attitudes and opinions. ^ Changes. What are the changes in consumers' values or standards of living, in their ages, income, etc.? ^ Other markets. Know the lo- cations of the primary and sec- ondary target markets. Competition. An honest as- sessment of the competition is critical to knowing how to out- perform them. ^ How big is the market and what share of the market do competitors have? ^ What are the competitors' strengths and weaknesses and how can they be outperformed? ^ What are the strategies and positioning of the competition? Are there opportunities to do better or serve a special need? ^ Are competitors complacent or aggressive? Company. An internal assess- ment of the business is another aspect of market research. ^ Does the store perform better or worse than the industry stan- dard? ^ How much of the store's sales are done in each category? ^ Does the business generate a 20 percent return on investment and can it afford to upgrade? How long will it take to pay for the changes that must be made? ^ Who is responsible for staff and how well are they doing their jobs? Do salespeople have the knowledge to serve the cus- tomer well? ^ Is management well trained, professional and committed to excellence? arketing . Strategy When all of the mar- keting facts have been assembled, a clear strategy can be developed. It should hinge on being unique and serving market needs that are not currently being met. Be- cause these goals are based on facts and a responsibility to the customer, they have the best chance of success. A marketing strategy consists of the follow- ing elements: Financial goals. It is impor- tant to base sales plans on the market size and the competi- tion's share of the market. Yet, profit and return on investment projections should be aggressive and achievable, and should be made for the next two to five years. Soundly developed finan- cial plans should give the owner Use a copy ai this form to rate your downtown retailers on their performance. A rating of one means that they are very poor performers while a rating of five means that they are excellent. An excellent rating Indicates that the store exceeds the standards set by the best national chain stores. • 3 a fair return for the time and en- ergy invested in the business. ' ~~Opportunity path. Identify the path to future sales and mar- ket share growth. A store can generate growth by selling: 1. more of the present prod- ucts tothe present customers, or 2. more of the present prod- ucts to new customers, or 3. more of new products to the present customers, or 4. new products to new cus- tomers. A sound strategy ensures that the maximum amount of sales are drawn from # 1 before ex- ploring the other opportunity paths. The strategy of a unique ad- vantage. In order to be success- ful aretailer must develop a strategy aimed at making his or her store the place where a cus- tomer will start a shopping trip. This means that the store must build unique advantages over other businesses. These advan- tages include: ^ distinctiveness, not a poor copy of superior retailers ^ relevance to the needs of the customer ^ honesty in all business opera- tions ^ clarity in the store's messages caring for the customer and dedication to service All decisions that a retailer makes about merchandise as- sortments, pricing, store decor, visual presentation and adver- tising should be based on build- ing astrategy of unique advan- tage. The challenge to retailers is to shed their mediocrity and exchange it for a commitment to excellence. Ms. Atkinson is senior planner and Mr. Williams is president of John C. Williams Consultants Ltd., a marketing, research and planning company in Toronto, Ont. Mr. Williams is coauthor of Strategic Retail Marketing. How to Be a Winner!A Guide to Retail Success. Ocala air S~r~et: A a~ager~ Vlewpo~nt Gail Greenfield Collins Ocala, located in the very center of Florida, is one of the fastest growing cities in the country. This area of Florida was made famous by Marjorie Kinnan Rawlings, author of The Year- lingand Cross Creek. Rawlings's Cross Creek home, a state his- toric site, is about 20 miles north of Ocala, while Silver Brick City Plata, a new minimal) in Springs, a major Florida tourist downtown Ocala, attraction, is located 5 miles formerly housed a from the downtown. Most of the Lerner department one million yearly visitors to store. The facade of the Art Deco building Silver Springs pass through pas been restored downtown Ocala on SR-40 from _ and the interior I-75. Also known for the breed- conserted to house a ing and training of thor- numher of shops. oughbreds and Arabian horses (bail 6. Collins) , the rolling, lush green hills of Ocala's countryside are covered with horse farms. Ocala was incorporated in 1845. At that time, the major in- dustries were mining and the growing of citrus fruit, which re- mained important until severe freezes in 1983 and'85 killed vir- tually all of the trees north of Orlando. The focal point of Ocala's downtown is the landscaped Square, site of four past Marion County courthouses. The last one, built in 1906, was razed in 1965. The downtown has not only retained a portion of healthy retailing but has also de- veloped into a major office cen- ter, catering mostly to the judi- cialfunctions of the most recent courthouse, located on the edge National Main StreCt Center, National Trust for Historic Preservation of the downtown. The city's rapid growth, however, has given rise to nine strip shopping cen- ters along major roadways dur- ing the past three years. low Beginnings Ocala Main Street got off to a very slow start. Since I was already em- ployed as the city's downtown development manag- er, Isubmitted the city's applica- tion to participate in Florida's statewide Main Street program. Because Main Street's funding was to come from the city's spe- cial downtown taxing district; none of the merchants or proper- ty owners had to make a finan- cial commitment to get the pro- gram going. Consequently, firm community support was nonex- istent. Ocala Main Street officially began in April 1984 and by July, the resource team was sched- uled to visit. Within the newly formed Main Street Committee, no one seemed willing to take the leadership. Subcommittees on Design, Promotion and Eco- nomic Restructuring had yet to be formed. Things were moving at a snail's pace. At statewide project managers' meetings, it seemed as if everyone else was off to a running start. I returned to Ocala each time feeling total- ly depressed and hopeless. Enter Ken and Sandi West, Main Street saviors. Sandi agreed to become chairman of the Main Street Committee. She knew key people in town, and within a few weeks, she had staffed the subcommittees with volunteers. Their first meeting was with the resource team in July. prating Up Appearances Although the subcom- mittees had begun to meet, things were still limping along without any visi- ble signs of progress. Meetings with the other project managers continued to leave me feeling desperate. Here's where Ken West came into the picture. Ken was a Main Street manager's dream. He loved downtown and had great aspirations for its fu- ture. He would sit for hours on a bench in the Square contemplat- ing the downtown buildings. One of his favorites was the Bal- lantyne-Brand building, athree- story structure in which owner Joyce Brand lived and had her art studio. If Mrs. Brand would fix up her building, Ken believed, others would follow suit. Ken talked to Mrs. Brand and discovered that she was think- ing about painting the building anyway. We all met at her apart- ment one evening and sat through a private viewing of the National Main Street Center's slide show, Keeping Up Appear- ances. Inspired by the show, Mrs. Brand hired an architect and began work on her building. Meanwhile, back at the Square, Ken focused his energy on the Humane Society Thrift Shop next door to the Brand building. Old postcards revealed that this building had once been the Dixie Theater. Unfortunate- ly, it had been stuccoed over, windows and all, in the 1950s. The building was dirty, its paint was peeling, and the sign was too large and rather unattractive. Ken, in his enthusiasm, went into the building and talked the lady volunteers into letting him explore the area above the false ceiling. Peering into the dark- ness, he noticed decorative moldings on the ceiling. Eager to see them better, he stepped out onto a beam and walked toward the front of the building. When he reached the exact point under which the ladies were sitting, he accidentally slipped off the beam, and one leg went right through, raining bits of ceiling on their heads. The Humane Society could not afford a major rehabilitation, but with the help of a $1,000 Fa- cade Incentive Grant, the soci- ety did have its building re- painted. The thrift shop volun- teers continued to call me peri- odically, though, to ask when that young man was going to fix the ceiling. He finally did, and ever since, the ladies at the Hu- mane Society Thrift Shop have been some of Main Street's best supporters. Ken was right about the im- pact of sprucing up these two buildings. Downtown rehabili- tations snowballed. In two years, 7 out of 10 buildings on two consecutive blocks have ei- ther been repainted or com- pletely rehabilitated. The latest project is a historic restoration of the old Lerner's department store building. When Lerner's moved out, I was devastated. Their move created the first vacancy on the Square in years. Fortunately, a local at- torney bought the building, an Art Deco structure from the thirties. He removed the alumi- num facade, restored the store- front, added a neon sign, recon- structed the glass block and installed a maroon, lighted awn- ing. Inside the building, the ar- chitect created a minimall with a skylight over a common area in the back. Recently, the attor- ney purchased the building be- hind Lemer's and is now con- structing adeck area and land- scaped patio in. the alleyway between the buildings. He has named the project Brick City Plaza and leased the twu major retail spaces to a gourmet coffee shop and an upscale bar and grill. The architect for the project, Greg Neutzi, is leasing the base- ment for his offices. And I was upset when Lemer's moved out! As a volunteer on the Ocala Main Street Design Review Board, Greg has prepared free ar- chitectural drawings for other downtown buildings. One of our most beautiful tum-of-the-cen- tury buildings, which houses Keystone Jewelers, has just been painted using Greg's drawing. When I first talked to the owner two years ago, he was not inter- ested in the Main Street pro- gram. Now he is a strong sup- porter. un festival Time When I started as Main Street project manager, the Ocala Junior Women's Club was already sponsor- ing awonderful event down- town, the Brick City Festival. This was good for two reasons: first, it meant one promotion that I didn't have to organize; and second, they had already fig- uredout what needed to be done. My first promotion was a Christmas festival. I was di- rected by the Downtown Devel- opment Commission (DDCj to organize a special event only a month after starting the job and less than three months before Christmas. Panic set in. What? When? How? And where do we get the money for it? The DDC wanted an event pattemed after Light Up Orlan- do, which was patterned after Light Up Atlanta. So we got cre- ative and called ours Light Up Ocala! By talking to the Junior Wom- en's Club and Fine Arts for Ocala, the group that sponsors the annual art show, we found out what needed to be done lo- gistically and where to find free entertainment. The focal point of the festival, we decided, would be a lighting ceremony. Ten thousand tiny, white, blink- ing lights were strung in the trees on the Square. Free enter- tainment included an ele- mentary school chorus group, church choirs, aradio-sponsored swing band, a Michael Jackson look-alike, cloggers and the Sweet Adelines. The Ocala Civic Theater actors dressed in turn-of-the-century costumes and strolled around the Square singing carols. Food conces- sions, provided by local service clubs and downtown restau- Using Main Street Facade Incentive Grants, the owners Of NillB Men Shop (left) and Keystone Jewelers, on the corner, spruced up their buildings. The owner of Nill~ Men Shop has seen a 25 percent increase in business since he renovated his storefront. (bail 6. Collins) •~ • 5 Light Op Ocala, a Christmas festival organised by the Main Street manager, has become a community tradition in only three years. In 1986, the event attracted more than 8,000 people to the downtown Square. (bail 6. Collins) OcalaY special events capitallie oa down-home entertainment, such as the Spanish OaN RocYers tcatoo Band, seen Mere playlag at ZrIE yeaP'E 81. Patrlck~ Day celehratiea. (Wllllam 8. Janes) 6 rants, included popcorn, hot dogs, hot chocolate, cookies, fruitcake and sausage sand- wiches. The downtown stores stayed open until 9 p.m. and of- fered light refreshments to en- courage people to browse. To publicize the event, we used press releases, newspaper editorial coverage and radio pub- lic service announcements. The radio stations, especially, gave the festival a media blitz, men- tioning Light Up Ocala several times per hour during the week before the event. Also, the city's graphic artist, Carolyn Neeley, designed a poster which cost only $75 for a hundred silk- screened prints. Printed on sil- verpaper with magenta ink, the poster won an ADDY Award from the local chapter of the American Advertising Federa- tion. Light Up Ocala was a big hit with more than 3,000 people at- tending. The public was thrilled to have something new and fun to do. The merchants, although they did not do volume business that night, got great exposure, as more people than ever before browsed in their shops. Still, it was like pulling teeth that first year to get cooperation from the merchants and service clubs. A few merchants reluctantly joined together for a t/a page ad in the Ocala Star Banner. In subse- quent years, they have jointly advertised in a classy, ADDY Award-winning, 16-page tabloid designed for free by a downtown advertising company, the -Sun Creative Group. Each year, Light Up Ocala gets bigger and better. Crowds have grown to over 8,000. Last year, the Ocala/Marion County Chamber of Commerce joined in and kicked off the evening with a children's parade. The once defunct Downtown Ocala, Inc., the merchants and business association, sponsors the tab- loid; and last year, for the first time, they sponsored a Santa Claus on the Square from late November until Christmas. Santa was unique, as his red Florida sleigh was pulled by five nine-foot, pink flamingos. All it took was one success for the DDC to want another. This time, it was a summer festival. And if anyone doesn't know what Florida is like in the sum- mer: It is a sauna during the day, with very heavy thunderstorms occurring predictably almost every evening. What could we do for this one? At the NMSC's first promotions conference in Atlanta last year, I had learned that some of the most interesting festivals capi- talized on a special or unique as- pect indigenous to the area. Well, it was Florida, it was summer, it was very hot, and it was very wet. Why not celebrate native Florida in the summer? Thus was Ocalifest bom. Al- though the story varies, the most popular- version is that Ocali is the name of the Indians who settled the area before the white man. Our theme was native Florida food and enter- tainment. By this time, the ser- vice clubs were extremely coop- erative, seeing dollar signs be- fore their eyes, and we gave them a list of menu suggestions. The food was the biggest hit. We had alligator tail, catfish, smoked mullet, frog legs, swamp cab- bage, boiled peanuts, heart of palm salad, lemonade, iced tea, com, watermelon and, of course, hot dogs. No festival is complete without hot dogs! Entertainment featured Gam- ble Rogers, a North Florida folk guitarist and humorist. Silver Springs brought a petting zoo, a snake handler, rare birds and an alligator. Curley Dekle, from Macclenney, Fla., gave a whip cracking and whip braiding demonstration. Much to their mothers' dismay, children stood motionless while Curley cracked a whip to remove a straw out of their mouths. The Cherokee Indians also had a dis- play and performed a native dance. conomic Activity burgeons By now, consumer and in- vestor confidence and community support for the downtown were growing. Visible changes were occurring at a rapid rate. A public street- scape project that had dragged on for two years was finally com- National Main Street Center, National Trust for Historic Preservation pleted, and many buildings had fresh new facades. Great things continued to oc- cur. After a year of planning, the Economic Restructuring Sub- committeefinalized glow-inter- est loan pool. Eight area banks joined together, each commit- ting $50,000 at one percent be- low prime. The first loan of $75,000 was given almost im- mediately to Brick City Plaza. The activity and excitement were catching. The two major white elephants downtown were purchased, and redevelop- ment projects were started. One was aboarded-up block that once housed the town's major department stores. It is now being renovated to house retail- ing on the ground floor and of- fices above. The other eyesore, -which I thought would be there until I died, is being redeveloped into a large company's head- quarters and offices. The city fa- thers are beginning to support the need for a parking garage, while two new banks have lo- cated their headquarters down- town. There is still much to be done. The public is excited and proud. I hear rumors of other projects, and I know they will happen. Through the help of dedicated volunteers from the communi- ty, Main Street success has be- come areality. I no longer leave project man- agers' meetings depressed. Now I try to motivate new managers to have confidence and to con- tinue to plug away. "Don't get discouraged," I tell them, "Main Street works." Gail Greenfield Collins is down- town development manager for the city of Ocala and is responsi- blefor managing the Ocala Main Street Project. k.:_ ~ ~~f ~~ ~._, ~ ~ ~~ ~h ~_~, 3 -~ : „~ .,~~ s ~ _~ .-. ~:4`t=' ~ ~: Do~untown Prices fetter than Mall Even when you know your downtown provides a more cost efficient and pleasant shopping experience than the local mall, sometimes you have to prove it to everyone else. That's what Main Street project manager Carl Kaden did in Porterville, Calif. Kaden's survey compared prices of brand-name items at downtown stores with those at the mall in nearby Visalia. He priced jewelry and clothing for men, women and children and found prices on all items se- lected to,be less in the down- town stores than at the mall. "I really expected to find [lower prices for Porterville merchan- dise] because of the high over- head of those stores in the malls," said Kaden. Although the survey was good news for downtown shop- keepers, it also pointed out weaknesses that needed to be addressed in order to win more shoppers from the mall. While conducting the survey, Kaden found that customer service was better in the downtown stores, but only because there were fewer customers than at the mall. He attributed the crowds .at the mall to the advance Christmas promotions spon- sored by the merchants there and noted that downtown stores were slow to decorate and hold sales for the season. Parking was a problem both downtown and at the mall. Ka- den feels it is important to re- mind shoppers that although they cannot always park in front of a downtown store, they al- ways have to walk a distance from their cars in the mall park- ing lot, often as much as several blocks. This, coupled with the crowded conditions, lack of ser- vice and higher prices, should help convince shoppers to stay in Porterville.-S.D. Design Ideas win Awards The Massachusetts Council on the Arts and Humanities has initiated a program to provide urban design grants to the 22 Main Street communities in the state. The council chose to work in partnership with the Massa- chusetts Executive Office of Communities and Develop- ment's [EOCD) Main Street pro- gram in order to build on the re- sources of a program with com- plementary goals. To date, nine communities have received awards fora diver- sity of projects such as design feasibility studies or urban de- sign guidelines. For example, in Southbridge, the funds will be used to conduct a feasibility study of the Hamilton Woolen Mills, a historic complex central to the main street area; Pitts- field will establish athree- phased facade design program for downtown buildings; and the neighborhood of Roslindale in the city of Boston will develop a master urban design plan for streetscape improvements. In announcing the funding, council chairman Nicholas Zer- vas stated, "We are pleased to contribute to the efforts of so many municipalities in this state who are incorporating de- sign into the very important business of downtown re- vitalization."-S.D. st. Paddy's Promo boosts business Do you really find a treasure if you catch a leprechaun? You did if you shopped in Carlsbad, N.M., this past St. Patrick's Day. The Carlsbad Main Street Proj- ectsponsored aretail promotion that gave away more than $500 in gifts yet cost the project noth- ing. Project manager Nancy Walk- er dressed as a leprechaun and carried a bouquet of balloons throughout the downtown. Shoppers caught her by saying "Happy St. Patrick's Day" and won a balloon for their efforts. Attached to every tenth balloon was a $10 gift certificate from a participating store. Non-gift bearing balloons had green paper strips attached that said "Thank you for shopping downtown." There was a pot o' gold in this promotion for everybody. Shop- pers took advantage of the pro- motional sales and some lucky people won gift certificates;-,;he Main Street merchants in- creased sales; and the Main Street project didn't have to spend a cent to put on the pro- motion! Volume merchant vertising in the local newsp~ resulted in complementary space for the Main Street project to promote the event. Addition- ally, the Downtown Business Association paid for Walker's costume rental and the 450 bal- loons (which were purchased from a Main Street business[ that she gave away during the day.-S. D. ~MainStreet Main Street News is published by the National Main Street Net- work, amembership program of the National Main Street Center, National Trust for Historic Pres- ervation, 1785 Massachusetts Av- enue, N.W., Washington, D.C. 2003( [202) 673-4219. J. Jackson Walter, President, Na- tional Trust for Historic Pre vation Sally Oldham, Vice President of Programs and Services Scott Gerloff, Director, National Main Street Center Linda Glisson, Editor Suzanne Dane, Associate Editor Laurel Radow, Information Spe- cialist The National Trust is the only national, private nonprofit orga- nization chartered by Congress to encourage public participa- tion in the preservation of sites, buildings and objects significant in American history and culture. Support for the Nation- al Trust is provided by member- ship dues, endowment funds, contributions and matching grants from federal agencies, in- cluding the U.S. Department of the Interior, National Park Ser- vice, under provisions of the Na- tional Historic Preservation Act of 1966. The opinions expressed in this publication do not neces- sarily reflect the views or p~ ties of the Interior Departmen . • The Buildio s of Main Sweet: A 6~uide to American Commercial Mchitecture The history of American archi- tecture is generally approached by studying the great buildings from the colonial period to the present. The buildings discussed in most architectural texts are chosen because of their archi- tects and their contribution to the development of a particular style. Books concentrating solely on important buildings and architects, however, over- look the vast majority of Ameri- can buildings: modest single- familyhomes, developers' apart- ment blocks and the small com- mercial buildings that line most Main Streets. Happily, the National Trust has published a new book that begins to establish the impor- tance of ordinary commercial buildings. In The Buildings of Main Street, author Richard Longstreth offers a new way of looking at this enormous body of architecture. In a brief intro- duction, he explains how com- mercial buildings are both mon- uments to individual entrepre- neurs and, collectively, a collage that gives the town a unique identity. Longstreth argues that the development of Main Street during the 19th century estab- lished apattern that remained dominant through the first half of the 20th. This pattern of a central, dense commercial core with buildings packed tightly together created a collective civic image. That image was maintained even during periodic redevelopment until the auto- mobile freed Americans from dependency on public transpor- tation. The car, as has been doc- umentedextensively elsewhere, was a critical element in the rise of suburbia, with its new free- standing forms of commercial architecture, and in the gradual disintegration of the traditional downtown. Professor Longstreth's book is an important contribution to our understanding of how com- mercial buildings of the 19th and 20th centuries should be viewed and appreciated. He has developed an identification sys- tembased on the composition of building facades. This system classifies Main Street buildings according to a series of 11 under- lying patterns or types. Each type may be decorated with in- tricate details belonging to dif- ferentstyles and periods, but the basic characteristics remain the same. For example, the most common type of commercial building in this country is' the two-part commercial block, composed of a ground-level storefront separated from upper floors usually one to threes by a decorative cornice. The book of- fers illustrations of this type of commercial building ranging from the Federalist period-a 1792 storefront in Alexandria, Va.-to a 1940s Moderne build- ing in Indianapolis. Longstreth closes his book with a brief epi- logue that discusses how the 11 building types have been changed by the advent of the au- tomobile-i.e., the need for parking lots and the growth of freestanding buildings. This guide to American com- mercial.architecture is designed for the traveler. Printed in a nar- row "pocket" width, it can be easily carried and consulted on the Main Streets of America. To assist the reader in identifying commercial buildings, the au- thor has included a handy glos- sary of terms and more than 200 illustrations. A list of additional readings and sources of informa- tion is also included. The Buildings of Main Street: A Guide to American Commer- cial Architecture, by Richard Longstreth, is available from the National Main Street Center for $8.95 ($6.75 for Network mem- bers).-Richard Wagner. National Main Street Center ~ ~ •.1': • J-~.';; • = - •- .. = = ~, ~.' -=- -.:=-=--_ •- National Trust for Historic Preservation % ~'' ~ ~ - '_ - ~ ` . _! ~ -. ' _= -_~ 1785 Massachusetts Avenue, N.W. (s JJL-?'?7 J~~ ~~- yy ~` Washington, D.C. 20036 - ` ,' _ ~' ~ ~ + " '-' ~ ' i i t ~, SARATOGA HERITAGE PRESERVATION; COMMISSION 13777 FUITVALE AVENUE CITY OF SARATOGA ~~~• SARATOGA CA 95070 ~ .1~3~9 . ~J' • ' JOSE HIGUERA A008E THE MiIPITAS HISTORICAL SOCIET1f NEWSLETTER voL. VII, No. 7 F ., The Society visited Benicia on Sat- urday, June 20th, in lieu of having an evening meeting. The people who went toured the building that served as one of California's early capi- tols. Some of the original desks are in use, and the remaining desks have been made. to look authentic. Following the tour of the old cap- itol building, there was a guided tour of the house next door. Once a gold rush hotel (where the gold seekers slept in one large room), it was damaged by fire and sold to- a private party, Mr. Fischer, who moved it and remodeled it into a family home. It is furnished in the style of the 1880's, with much of the furniture-the original-. The prop- erty was deeded to the state by the survivors of the Fischers, the "Hanlon girls." Two of the Hanlon "girls" (ladies in their 70's), helped in the restoration of the house. The tour was outstanding. The last stop of the day was the-~_ ,,b,. Camel „Bar~'"ivluseum. ,.A~though housed in one-°othe old ~am~lx~ barns , and _ .~ filled~,wd:th• camel membrab~lia, the ;~„ Camel..~arn Museum is ~a'bout much r--- ~ more th:,camels . ~ It has exhibits '--- for r~c7road buffs , accounts of the days when it was an army post, July 1987 stories of the history of the area and the town. There are Civil War exhibits, mementoes and -pictures of some of the-old fam- ilies, branding irons and kitchen tools of the day. There is much more of Benicia to see. It can be done on self- guided tours. The people who went reported a good time. REMEMBERS No meetings during July and August. The next Historical Society meet- ing will be in September, when Paul Mortensen will be charge of a program on finding one's family history and doing preliminary genealogical research. Join us at the City Library, in the Community Room on Wednesday, September 9th, at 7:30 p.m. ED CAVALLINI has been the Community Librarian in Milpitas since 1978 when there were three libraries in town: one in what is now the Senior Center.. in .the old Milpitas School on Main Street, one on Dempsey Road next to Thrift Pillage, and one in Sunnyhills on Dixon Landing Road. The latter were known as "store fronts" and were in small shopping centers. Milpitas now has a single "new" library, part of the Santa Clara ,County Library system, which opened in the Town Center in March of 1983 and houses the Milpitas History Room. Ed and other charter members of the Society, which was getting organized as the library was being designed, were able to convince the County to include the room in the plans and''- the City to provide the furnishings. Ed is a native of San Francisco, as was his father, and married Jeanne O'Donnell, a third generation San Franciscan. None of their four children were born in the City but they are fourth generation Californ- nians. He graduated from the Uni- versity of southern California and immediately joined the Marine Corps. He was a rifle platoon leader on Iwo Jima, was wounded, and later was with military government on Okinawa. Milpitas Historical Society #40 North Milpitas Blvd Milpitas, CA 95035 Jeanne and Ed were married before he went overseas and settled iri Southern California after the w~~ where Ed began a 20-year sentence in the aerospace industry. Job transfers brought the family to Monterey for a few years and fin- • ally to San Jose. Jeanne went back to school and reached a life- long goal: she became a librarian. while at Lockheed, Ed earned an MBA from Santa Clara University but his position as a Senior Pro- gram Coordinator never brought him the joy that Jeanne found working as a librarian. Finally, in 1970, Ed got the mess- age. He left Lockheed and became a full-time student at San Jose State where he received a master's degree in librarianship. After commuting to Daly City for 3 years where he worked as an outreach librarian, he joined the Santa Clara County Library and was the bookmobile librarian before being transferred to Milpitas. Ed finally found THE job for him. He says being a librarian might be the best thing a person could do. He works with a very broad spectrt,~ of the community, is constantly exposed to new ideas, always faces new challenges , and gets many "strokes" for doing what he is~,:paid to do: I~ addition, the librairy _- is a beautiful place to wor.k:.:=~He considers himself to be a very .~~ fortunate person: . J~gF• t~ ,~1t 1 ~ ~ !9L'i - -- ~~ y..~,,,.,.~ - ~. Landmarks Preservation !i FIRST CLASS City of Saratoga 13777 gruitvale Ave Saratoga, CA 95070 i 'JUL p 21987,: ~' .,. i • CITY OF SRRRTOGR HERITRGE PRESERVATION COMMISSION AGENDR ~; ~- x T}~ _~ .:~1-. ,= =r 3 DATE: Wednesday, July 8, 1987 - 3:30 p.m.~ PLRCE: Saratoga Community Library Meeting Room 13560 Saratoga RWenue, Saratoga TYPE: Regular Meeting I. ROUTINE ORGRNIZRTION R. Roll Call B. Rppro~al,.of Minutes of 6!3/87 C. Posting.nf Agenda D. Oral and Written Corr-~unications II. NEIJ BUSINESS R. ReUiew planning application for 14599 Big Basin Way, Marsh-Metzger House III. OLD BUSINESS R. Replication fees for preservation permits B. Letter from City Rttorney C. Heritage Resource Inventory IU. ITEMS INITIRTETD BY THE COMMISSION U. RDJOURNMENT Please note this meeting starts at 3:30 a.m. • ~lB~i1~~'CC~~ CJ ~~ • CITY OF SARAT06A HERITAGE PRESERVATION COMMISSION MINUTES DATE: Wednesday, June 3, 1987 3:00 p.m, PLACE: Saratoga Community Library, 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting I. ROUTINE ORGANIZATION A, Roll Call Present: Commissioners Heid, Tyrrell, Ansnes, Landsness, Koepernik, Cameron, Uoester Absent: None Staff: Valerie Young B. Approval of Minutes of 5-6-87 The minutes were unanimously approved with one spelling correction - on Item II-B, #21, "carder" was changed to "Carter". C. Posting of Agenda It was noteci<~that the agenda had been posted in Council Chambers on Friday, May 29, 1987. D. Oral and Written Communications B. Voester noted a phone call she had received from the owner of the William King house (14672 Oak. Street), regarding difficulty in obtaining insurance for the house since its designaton as a landmark, She also mentioned ongoing concerns being expressed to her by the owners of the Nardie House on Sixth Street regarding difficulty in building permit processing. She also mentioned that Council member Clevenger had given her information on historic preservation activities in Charleston, South Carolina. J .~ II. OLD BUSINESS A. Heritage Resources Inventory The Commission discussed the fact that their FY 87-8$ budget request for X1900 for part-time help to complete the inventory had not been approved by the City Manager. The Commission decided that they would try to complete the forms as best they could, then have them edited for format and correctness. Chairman Heid agreed to approach the City Manager regarding using the X600 in the current budget. The Commission then went through inventory forms 28-32, checking information and completeness. III. NEW BUSINESS A. Letter of appreciation to volunteer Heather Wilson. V. Young noted that minutes clerk Heather Wilson had gone to England for the summer and would probably not return • as a volunteer. M/S Ansnes/Landsness to send a letter of appreciation to Heather, thanking her for her volunteer assistance for 6 months. B. Heritage Commission budget, FY 87-88 The Commission discussed the memo on budget information provided by Felanning Director Hsia. B. Voester brought up the issue of fees for preservation-related permits, and the Commission asked that it be agendi~ed for the next meeting so a decision could be made. IV. ITEMS INITIATED BY THE COMMISSION None U. ADJOURNMENT The meeting was adjourned at 5:05 p.m. The next meeting will be held on Wednesday, July 8 at 3:30 p.m. Respectfully submitted, Valerie Young . Secretary to Commission L ~°~~7j`~ ~ ~~~S ~S~~~~ ~f • • r, MEMORANDUM T0: FROM: DATE: Heritage Preservation Commission Valerie Young, Secretary to the Commission June ~6, 1987 ~~ o SUBJECT: 14599 Big Basin Way, Marsh-Metzger House -------------------------------------------------------------------------- The purpose of this memo is to keep you informed about a pending planning application that involves the above-referenced property. The property is currently being considered by the Commission for inclusion on the heritage resources inventory. Between 1980 and 1981, the Planning Commission approved a tentative subdivision map, use permit and design review permit for 8 townhouse units and a 12m0 sq. ft. retail building on this property. The townhouse units would be located in two buildings at the rear of the lot, with the retail building at the front. The existing house and garage would be demolished. In October 1982, the City Council gave final subdivision map approval for the project. Because final subdivision maps are good for 15 years, this part of the project still has valid approval. However, the use and design permits have since expired (they are good for only 2 years); the current application is to reinstate those two permits. This project was originally reviewed and approved before the Heritage Commission was established. The issue of the historic and architectural value of the structure was not addressed in previous staff reports. At this point, because the project already has final map approval, staff suggests the Heritage Commission forward a recommendation to the Planning Commission regarding documentation of the structures prior to demolition. A suggested recommendation is provided below: r ~ ~~ !dam"' c "The Marsh-Metzger house at 14599 Big asin Way was built in 1909 and is associated with both the J.E Marsh family who came to Saratoga in 1860 and the Metzger fa ily who were early merchants in the town. The structure is very representative of the California Bungalow style and aintains its original size and shape with little modification. For these reasons, the Heritage Preservation Commission recommends to the Planning Commission that if the use and design permits are approved, one of the conditions of approval should be a thorough documentation of the property before the structures are demolished. This documentation should :, Memorandum to Heritage Commission Page Z • Re: 14599 Big Basin Way, Marsh-Metzger House include photographs and a floor plan of the house, and should be submitted to the Heritage Commission for inclusion in the heritage resources inventory files." Valerie Young Secretary VY/dsc • 2 e • O1~D ~ ~~~~~~~ r- -_ s {. "~ P.esolution No. 2383 -`~ '~~ Adopted October 15, 1986 EXHIBIT "A" CONTD. Code Section Sub'ect Description of Fee Amount 57-20.220(g) Horses License fee -issuance $ 40 57-20.220(g) Horses License fee -renewal $ 40 57-30.070(e) Amplified sound Fee for registration statement $ 20 plus deposit of $250 59-45.040 Off-street vehicles Permit application fee $ 100 59-55.060 Abandoned vehicles Administrative fee for removal ~ $ 100 510-10.030(c) ,Special events Permit application fee $ 50 510-15.020(a) Pipes, drains do conduits Permit application fee $ 200 • 510-20.080(x) Encroachments Permit application fee: $ 200 511-10.020(c) Parks Group use permit application fee: Hakone Park - Residents: $ 300 - Nonresidents: $ 350 _ Lower house only: $ 75 Security deposit: $ 200 Wildwood Park - Residents: $ 25 Nonresidents: $ Sb Fundraisers: $ .100 Weddings: $ 100 ' Security deposit for groups of 30 or more- $ 100 Athletic leagues: $ - 5 per participant er season § 13-25.010 Heritage preservation Application for $ 40 designation Permit application fee $ 20 Appeal fee $ 150 -3- • PAUL B. SMITH ERIC L. FA RASYN LEONARD J. SIEGAL HAROLD 5. TOPPEL ROBERT K. BOOTH, JR. STEVEN G. BAIRD ATBINSON • FABASYN ATTORNEYS AT LAW 660 WEST DANA STREET P.O. BOX 279 MOUNTAIN VIEW, CALIFOBNIA x4042 (415) 967-6941 June 18, 1987 The Saratoga Heritage Commission c/o Valerie Young City of Saratoga Planning Department 13777 Fruitvale Avenue Saratoga, California 95070 Re: Correspondence from Betty Lou Rowe Dear Commissioners: J. M. ATKIN50 N, (1892-1982) L. M. FA RASY N, (1915-1979) I have reviewed ~ the correspondence from Mrs. Betty Lou Rowe objecting to the inclusion of her residence in the inventory of heritage resources compiled by the Heritage Commission. This property has not been officially designated by the City as an historic landmark, pursuant to Chapter 13 of the City Code, and it is my understanding that no historical designation has been conferred by any other governmental agency or non-governmental organization. The Commission has requested my advice as to whether it is compelled to remove this property from the Heritage Inventory, in response to a specific request from the owner to do so. It is my opinion that a property can be listed in the Heritage Inventory notwithstanding an objection by the owner. The preparation of this inventory constitutes the exercise of ~a specific responsibility imposed upon the Heritage Commission under Section 13-10.050(a) of the City Code, which requires the Commission to: "conduct, or cause to be conducted, a comprehensive survey of properties within the boundaries of the City for the purpose of etablishing an official inventory of heritage resources." This language closely resembles the statewide responsibility imposed upon the California Historical Resources Commission under Section 5020.4 of the Public Resources Code, which requires that Commission to conduct a statewide inventory and maintain comprehensive records of historical resources. The listing of a property on the City inventory does not, in itself, result in the official designation of such property as a heritage resource. Such designation can only De accomplished through the adoption of an ordinance by the City Council, after the conduct of all proceedings as required under Article 13-15 of the City Code. These proceedings can only be initiated by the property owner and there is no provision in the City Code for involuntary designation of any property as an historic landmark. Moreover, in the absence of a designation officially conferred by The Saratoga Heritage Commission June 18, 1987 Page 2 ordinance, there are no special requirements or restrictions controlling the use, improvement, alteration or even the demolition of any structure listed in the inventory. At most, the inventory represents certain properties which the Commission feels may qualify for designation as a heritage resource, if and when the owner voluntarily requests such designation. Based upon the foregoing, I must disagree with the statement by Mrs. Rowe that the listing of her property in the inventory constitutes a "limitation" or "government intervention." The listing of her property does not create any new obligations or restrictions with respect to its use or development. In addition, Mrs. Rowe has made no claim that the listing will operate to impair the value of her property. In this regard, I assume the Heritage Commission can bring forth evidence to demonstrate that the identification of a property as a heritage resource may actually serve to increase its value. In any event, the property was not listed for the purpose of conferring any "advantage" upon Mrs. Rowe. Conversely, the listing of her property should not impose any disadvantages. y ruly your , arold S. Toppel Saratoga City Attorney HST:dz ~. • • • HERITAGE RkSQURCEC, Sl1RVRY Below are some questions that should be considered and answered in proceeding with the Survey: 1. What is the purpose of the Survey? a. To carry out one of the duties of the Commission, thereby fulfilling its mandate from the City Council and citizens of Saratoga. That duty is: "To conduct, or cause to be conducted, a comprehensive survey of properties within the boundaries of the City for the purpose of establishing an official inventory of heritage resources. .The inventory shall be publicized and periodically updated, and a copy thereof shall be kept on file in-the Planning Department." (Section 13-1@.05@ (a) of the City Code> b. To establish a list of significant resources that could be nominated for designation in Federal, State or local preservation programs. c. To compile information that could be used during project reviews and as part of public information/education programs. d. To enable the City of Saratoga to participate in the Certified Local Government program offered 6y the State Office of Historic Preservation. r, 2. How is the Sur?vey to he done? a. What is the Survey area or boundary, and how was the area selected? b. How will the area be surveyed? - What forms will 6e used? - How much information will be gathered? Photographs? - Who will do the work? c. How and to what extent will the structures be researched? - old maps and newspapers - city directories - County Assessor's records - historical books and documents - building permit and deed records - local historians and long-time residents d. Who will do the work? r Heritage Resources Survey, cont. Page 2 • 3. How will the structures be evaluated in terns of whether or not they should be included on the official inventory? (The evaluation should be based on a numeric scoring system). a. Historical and Cultural Significance - is the structure connected with persons or events significant in local, county, state or national history? - does the structure exemplify or reflect special elements of the cultural, social, economic, political, aesthetic, engineering, or architectural history of the City, County, State or Nation? - is the structure connected with a business or use which was once common but is now rare? b. Architectural Significance - does the structure embody distinctive characteristics of a style, type; period or method of construction, or is it a valuable example of the use of indigenous materials or craftsmanship? - is the architect, designer or builder famous or well--known? - is the structure especially well-preserved or could it easily be restored to its original condition? c. Neighborhood Setting - does the structure embody or contribute to the unique physical characteristics of an established and familiar feature of a neighborhood or district within the City? - does t:he structure contribute to a significant concentration of site, buildings, and environmental setting having special historical, architectural, or aesthetic value of the City? - is the structure particularly well-related to its site and neighborhood? Does it express its function or method of construction well? Is it visible from the street? 4. In what format will the official inventory be published? - book form? (photos and brief descriptions) - use inventory forms? L_J HPSurvey s • HERITAGE RESOURCES INVENTORY INDEX Architectural No. Historic Name Address Style 1. Saratoga School 2. Rawdon Dell 3. Warner Hutton House 4. Mrs. John Bell House S. Paul Masson Lodge 6. Villa Deodora 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. Church 14592 Dak St. 13631 Saratoga Ave. Craftsman 13495 Sousa Lane Victorian 14475 Oak Place Pierce Road Normandy 20330 Saratoga- Los Gatos Rd. Pike Estate - 14684 Pike Road Normandy Chateau Hakone Gardens-- 21000 Big Basin Way Japanese Fabretti House 14669 Big Basin Way Pioneer John Henry House 14630 Big Basin Way Pioneer St. John's Episcopal 14700 Sixth Street Pioneer Madronia Cemetery 14766 Oak Street Hannah McCarthy House. 20600 Lomita Ave. [~ William King House 14672 Oak Street Congregational Church 14666 Oak Street Parsonage Missionary Settlement 14683 Oak Street House Aae 1916 1890's 1936 1926 1918 1881 1869 1896 Pioneer 1850's Greek Revival 1877 Pioneer (Colonial) 1870 Pioneer (Greek 1886 Revival) Queen Anne Cottage 1897 Erwin T. King House 14605 Big Basin Way Colonial Pettis Livery 14605 Big Basin Way Pioneer Marsh-Metzger House 14599 Big Basin Way Bungalow Springer House 20770 Wildwood Way Pioneer Carter House 19490 Glen Una Dr. Spanish Colonial Grover House 14521 Big Basin Way Pioneer Green Store Building 14519 Big Basin Way False-front pioneer 1875 1899 1909 1851 1923 1890's 1890 HERITAGE RESOURCES INVENTORY INDEX Architectural No. Historic Name Address Style Aoe 24. Cloud-Smith Building 14503 Big Basin Way Decorative pioneer 1884 Z5. Sam Cloud House 14501 Big Basin Way Neoclassical 1896 26. Sam Cloud Hay & Feed 20640 Third Street Pioneer 1890's Warehouse 27. Hutchinson Building 14495 Big Basin Way 1890's 28. Saratoga State Bank 14421 Big Basin Way Classic Revival 1913 False front 29. Kerr-Hogg Building 14415 Big Basin Way Mission Revival 1910 ' False front 30. Saratoga Drug Store 14413 Big Basin Way Mission Revival 9190 31. Henry Jarboe House 20611 Brookwood Pioneer 1860's Lane 32. F.B. Willard House 20601 Brookwood Bay Region 1916 Lane 33. B. Grant Taylor House 14421 Saratoga- Bay Region 1906 Sunnyvale Road 34. J. E. Foster House 20680 Marion Ave. Pioneer 1880's 35. Pollard House ~ 20731 Marion Ave. Queen Anne 1880's Cottage 36. Neil Carmichael House 14051 Saratoga- Neoclassical 1914 Sunnyvale Road 37. Memorial Arch Saratoga-Los Gatos Spanish Col. 1919 Road Revival 38. Methodist-Episcopal 20490 Saratoga- Pioneer 1895 Church Los Gatos Road 39. Saratoga Village 14410 Oak Street Mission Revival 1927 Library 40. McWilliams House 20460 Saratoga- Pioneer 1860's Los Gatos Road 41. Hogg Store 20450 Saratoga- False-front 1904 Los Gatos Road pioneer. LJ 2 • HERITAGE RESOURCES INVENTORY INDEX Architectural No. Historic Name Address Stvle Aae 42. Saratoga Volunteer 14488 Oak Street N/A 1903 Fire Bell 43. Lundblad's Lodge 14534 Oak Street Craftsman/Shingle 1905 44. Bell Grove (D.C. 2@360 Saratoga- Mission Revival 1904 Bell House) Los Gatos Road 45. Woodleigh (G.A. 20375 Saratoga- Greek Revival 1911 Wood House) Los Gatos Road 46. Saratoga Federated 20390 Park Place Mission Revival 1924 Church 47. Saratoga~Foothill Club 20399 Park. Place Bay Region 1915 48. Francis Dresser House 14300 Saratoga Ave. Neoclassical 18$0 49. Luther-Cunningham 14280 Saratoga Ave. Period 1927 • Stone House Architecture 50. Central Park Orchard Saratoga/Fruitvale N/A Ave. 51. Thomys House 14189 Saratoga Ave. Pioneer 1870's 52. J.C. Cunnin5~tiam House 14120 Saratoga Ave. Decorative Pioneer 1889 53. E.M. Cunningham House 14075 Saratoga Rve. Decorative Pioneer 1882 54. Meason House 13991 Saratoga Ave. Pioneer 1$70's 55. McGrew-Atkinson House 13915 Saratoga Ave. Pioneer 1880 56. Crowell House 19855 Douglas Lane Pioneer _ 1880's 57. Hayfield Caretaker 14315 Douglas Lane 1920 Bldg. 58. Hayfield House 20235 La Paloma Ave. 1920 59. Webster-Sutro House 14445 Donna Lane Dutch Colonial 1916 60. Rancho Bella Vista 20021 Bella Vista Italian Villa 1917 • 61. Sterne-Andres House 20105 Rancho Bella Pioneer 1880's Uista 62. Hale Estate 20252 Hill Avenue 1930's • HERITAGE RESOURCES INVENTORY INDEX Architectural No. Historic Name Address Style Aoe 63. James Richards House 20150 Bonnie Brae Craftsman Bungalow 1910. 64. Villa Montalvo 15400 Montalvo Road Italian Villa 1912 65. Tibbett House 19221 Saratoga- Colonial Revival 1910 Los Gatos Rd. 66. Cherrymount 67. Reynolds House 68. Caswell House 15095 Fruitvale Colonial Revival 1905 Ave . - 69. Meagher-Smiley House 15231 Quito Road Mission Revival 1941 70. Odd Fellows Home 14500 Fruitvale Ave. Mission Revival 1912 71. Ellis House 14711 Fruitvale Ave. Pioneer 1885 • 72. San Tomas Grammar 14004 Quito Road Dutch Colonial ? School 7~. Brandenburg House 18490 Ravenwood Decorative Pioneer 1888 Drive 74. Anderson House "~~ 12239 Titus Avenue Pioneer ? ' 75. T.S. Montgomery 20400 Saratoga- N/A ? Stone Wall ~ Los Gatos Road 76. Nardie House 14650 Sixth Street ~ 77. Higginbotham House 14275 Saratoga Ave. 78. Van Arsdale House 14690 Oak Street i 4 • ~ `j ~ r- i p,.; ~.~- .. =. STATE OF CALIFORNIA-STATE AND CONSUMER SERVICES AGENCY GEORGE DEUKME.IIAN Governor GEPARTMENT OF GENERAL SERVICES .. ;~ `.. State Historical. Building Code Board _„ •1500 5th Street, Sacramento, CA 95814rZECfc1VEU ; December 2, 1986 ~ DEC 4 198 corah~uM1a~TY o~-F~~r,~~-~;r - . David G. Smith - 873 Ferngrove Drive ~e~.t i-r~o~--CA---95-01-4 Private Office for Mauldin,-14650 Sixth Street, =-- ~ratoga, CA (The Nardie Home) Dear Mr. Smith: ~-----------'' I have reviewed your application for waiving certain city, State, or other requirements. The building concerned is a local historical building qualified to use the State Historical Building Code (SHBC). In fact, it is mandated by the Legislature that the SHBC be used. I should also point out that it is a misdemeanor for any local official not to use the SHBC fora qualified historical building. . Under the SHBC, historical buildings are exempt from access requirements and • energy requirements per se and alternatives shall be used. Alternatives, for reason, could include doing nothing. . We also note that in this building, from a preservation standpoint there is minimal, if any, compliance with the Secretary of the Interior's Guidelines and . the building is losing many of its historical features. For those aspects the Code cannot apply. We wonder about new glassz; the insulation approach, removal of siding, the- - unnecessary raising up of-the building, lack of use of alternatives for parking, change'~in original structural, roofing type change, chimney removal, replacement of plumbing and electrical, changes in historic railing, flooring, stripping of paint, and particularly the unnecessary rearrangement ofi the bathroom, which presently seems to meet minimal access requirements under the SHBC without destroying historical fabric. The use of a handicapped access lift is also covered by the SHBC which-among other things allows relocation from the primary point~of entry. ,Such a lift should not effect historic fabric if installed next to the parking to come up through the front of the porch. It would not detract in any way. That is if the highly detrimental parking is actually provided under the building. If parking is not provided and other histo_r_ic features are preserved,_then the lift requirements could~be-exempted ---- - i f it has a detrimental effect on the hi stori c fabric.-- - -~ ---~-------~~----- .-..-... We are obviously not privy to all of the information, plans, and background on the project and because of our concerns expressed above, we will be unable to comply with your requests unless it is submitted to staff or the Board by the • City in behalf of the owners and/or their architects or .engineer. In order to have a viable submittal, some attempt should be made to take care of our concerns noted above. ;' _..~ David G. Smith -2- December 2, 1986 An appeal to the Board for staff review or advice requires a $200.00 down payment which would only pay for the first 3-1/3 hours of staff time. An appeal to the Board of a local requirement(s) requires the same $200.00 down payment to which would be added staff time at $60.00 per hour and the Board letter for an additional $200.00. .- We will retain the information you already sent to us for our files. If you have any additional questions, please call me at (916j 445-7027. Sincerely, ~ -~~ -- C. Cullimore, AIA Executive Director ~" cc: R. Girvigian Saratoga Building Department Executive Committee Board • ~~ • PAGE 33 ~,(f•{~ WEDNESDAY, JUNE 3, 1987 ` 4t HE WALL STREET JOiiRNAT, ©1987 Dow Jona f~ Componr, Inc. A!! RiRhu Rexrued. Historic Rehabilitations Drop Despite Continued Tax Credit BY Rosrr[T Gwen S[nJJReporter of Txe W w[.[. Bracer lovae[wt. S INCE HIS ST. LOUIS FIRM has been deeply involved in reha- bilitating historic buildings, Guy S. McClellan should have been delighted that the Tax Reform Act of 1986 retained the tax credit for investing in rehabilitation. Not so. Mr. McClel- lan, aprincipal in Mead-bcClellan Partnership, says the tax credit now is "practically unusable." Others seem to be thinking the same thing. Ian D. Spatz, legis- lative counsel for the National Trust for Historic Preservation, says that applications to the National Park Service to qualify for the tax credit have plummeted to about 150 a month since mid-1986, from an ear- lier rate of 270 a month. "Very clearly, the volume of certified historic buildings being rehabilitated is way, ~"~ _< ~'~s,:'; way off, especially those smaller projects which relied on a limited number of large in- - -_ - _--_ vestors," says Dfr. Spatz. "It's the projects costing E750,000 to 55 mil- lion that are having the greatest difficulties." ANY OF THE PROJECTS that are going ahead were ei- ther already under way, involve big offerings through se- curities firms or else reflect special circumstances. For instance, 6Yilliam Abeloff, a Richmond, Va., developer, anticipated difficulties in rehabilitating a big warehouse complex in Richmond called Tobacco Row into apartments and offices under the new law. So he persuaded his congressional- delegation to get the 5130 million project exempted as part of [he transition rules in the new law. Noa•, the more generous old tax laws governing the historic rehabilitations and financings using industrial revenue bonds apply to his project. "Without the transition rules, there's no way this proj- ect could be financed now," says hir. Abeloff. In St. Louis, the new tax law's toll on rehabilitation is espe- cially noticeable. From 1981 through 19fi6, [he city, with its wealth of old brick buildings and homes, led the nation in the amount of commercial and residential rehabilitation activity. But this year, Barbara Geisman, the former director of the local Community De- velopment Agency, expects about 300 to 400 dwelling units_to be re- habilitated, less than one fourth the pace of recent ye~t~s Especially affected are firms such as Mead-McC]eIlan, whose projects aren't massive'in size, whose partnership offerings have been placed privately rather than through large securities firms, and whose partnerships haven't resorted to exotic financing varia- tions, such as zero-coupon debt, to make the deals look good. This year, Mead-McClellan has no plans to start any rehabilitations. HE REASON that the 1986 tax law hits historic rehabilita- T lions so hard isn't apparent on the surface. After all, the hjs- toric rehabilitation tax credit is one of only two tax credits for real estate that wasn't eliminated by Congress. It was reduced to 20% from 25%, however. The problem arises with the investment disincentives caused by other features of the law. Various benefits for real estate inves- tors, such as 19-year depreciation, disappeared with the new law. Moreover, the law limits the maximum credit that an investor can apply against his income to 57,000. But the big blow to rehabilitations comes from the phasing out of tax credits from passive investments as an investor's income rises above 5200,000. Investors earning 5250,000 or more can't use the rehabilitation credit at all. And these are the people who have sup- plied the bulk of the equity for historic rehabilitations. "Our inves- tors can't use a dime of that write-off," says Mr. McClellan. Other sponsors. of limited partnerships are putting together large public offerings aimed at smaller investors who can use the deduction. But some question whether the expenses associated with public offerings coupled with the inherently risky nature of rehabili- tation projects make these investments worthwhile for small inves- tors. "The fact is that big developers don't do rehab housing be- cause it's the hardest thing to do," says Mr. McClellan. "With re- habs alot of things can go wrong." i -. 1 6 _i -~ m HE TAX BENEFITS were not only useful from the stand- -~ • point of attracting investors but also for competing against rentals in the suburbs. "We counted on the tax law to allow us to spend 40% more on our units than the typical new units 1n (St. Louis) county," says Mr. McClellan. "Our units averaged 1,000 square feet in size and cost us 560,000 to 575,000 to rehabilitate. We rent them for about 55 to 60 cents a square foot a month." Moreover, Mr. McClellan says the new tax law will discourage investment in inner cities. Without incentives for capital, he says, "landlords will be tempted to milk projects." Ironically, the slowdown in rehabilitation activity should bene- fit some existing Mead-McClellan partnerships. Vacancies in their apartments now stand at 12%; within four months, Mr. McClellan expects the vacancy rate to drou to 5% to 6%. Except for a workout on a troubled rehabilitation taken over by a lender, Mead-McClellan is focusing its energies on three new construction projects-two condominiums and a miniwarehouse. "As a company, we're gomg to be around," Mr. McClellan says. "Over the last four or five years, we've averaged 56 million to 58 million a year in deals. This year we'll do S4 million to SS million. But we may end up richer as a result." 'The firm will also be abandoning an ample supply of historic properties yet to be saved. Says Mr. Spatz of the National Trust: There are 500,000 structures on the register of historic places na- tionwide. Only 10,000 have been done since 1981, so there are plenty of opportunities out there." :, • SHEPPARD, MULLIN. RICHTER & HAMPTON REHABILITATION TAX CREDITS AND OTHER PRESERVATION INCENTIVES By William F. Delvac f__ June 6, 1987 SHEPPARD, MULLIN, RICHTER & I-IAMPTON OVERVIEW OF REHA3ILIT~"'ION T~=.X INCENTIVES A. Pricr Law. • The first tax incentives for historic preservation were enacted as part of the Tax Reform Act of 1976. Until tren there ~,~as a bias against preservation of old and historic buildings due to (i) deductions for demolition expenses and any remair_ing undepreciated basis in the demolished structure, and (ii) the more favcrable deduction_"er deprecia:icr of new structures compared to depreciation of expenses incurred in rehabilitation of existing structures. To rectify this, Congress enacted the following incentives: (i) sixty month amortization of expenditures incurred in connection with the rehabilitation of historic structures; (ii) accelerated depre- ciationof re'r.abilitation expenditures; (iii) enactment of a disincentive for demolition of historic structures; and (iv) the improvement of the charitable contributicn deduction for gifts of easements for conservation purposes. In 1978 Congress added an investment tax credit equal to 10 percent of rehabilitation expenditures for commercial buildings at least 20 years old. And in 1981 as a part of the major overhaul of the Tax Code, the Economic Recovery Tax Act replaced the five year amortization of rehabilitation expenditures and the 10 percent older structures credit with a three-tiered investment tax credit: (i) A twenty-five percent credit for rehabilitation of "certified historic structures;'; (ii) a twenty percent credit for structures 40 years or older; and (iii) a fifteen percent credit for structures between 30 and 40 years old. B. Present Law The Tax Reform Act of 1986 (the "1986 P.ct") which eliminated many deductions and most credits, retained the rehabilitation tax credits in a modified form. The_three- tiered credit was replaced with a two-tiered credit: (i) twenty percent for certified historic structures (the "Historic Credit"); and (ii) ten percent for structures originally placed in service before 1936 (the "Older Structure Credit") (collectively the two credits are referred to as the "Rehabilitation Tax Credit"). Special transitional rules provide some relief for' projects existing before the 1986 Act (see Section IV C~ -1- f , L J SHEPPARD, MULLiN, RICHTER & HAMPTON below). Many of the provisions regarding tax incentives for historic preservation which have evolved since 1976 still apply after the 1986 Act. There are some important differences in the rules regarding rehabilitation of "historic structures" and rehabilitation of "older" structures. basic rules which apply to both older and historic structures are applied mechanically to determine if a rehabilitation tax credit is available. In the case of certified historic structures, however, no reha- bilitation tax credit is available unless the work t~erformed constitutes a "certified reyh,abilitation." Sppecial procedures and rules lri c~inr_ect~on W~ ~h "cPYri fl Pd rehab. 1~'-at~ fin" are discussed in Section IV below. V II THE MECH.~1N I CAL RULE S A. Introduction The Rehabilitation Tax Credit is allowed for "quali::ied rehabilitation expenditures" incurred ~n connec- tion with work performed on a "qualified rehabilitated building." Section 48(g) of the Internal Revenue Code of 1986 (the "Code"). B. Oualified Rehabilitated Building 1. ;Historic Structures. A historic building is a "qualified rehabilitated building" if (i) the building :-.as been "substantially rehabilitated" and (ii) it was origi- na11y placed in service before the beginning of the rehabil- itation period. In the case of historic structures, no expenditures qualify for the tax credit unless the work constitutes a "certified rehabilitation." 2. Older Structures. In addition to the substan-~ tial rehabilitation requirement noted in Paragraph 1 above, an older structure is not a "qualified rehabilitated building" unless (i) the building was first placed in service before 1936 and (ii) the rehabilitation of the building satisfies the external walls test (see Section II C, below). Prior to the 1986 Act, rehabilitation of historic structures also had to satisfy an external walls test. ~~ -2- SHEPPARD, MULLIN, RIGHTER & HAMPTON 3. Substantial Rehabilitation Test: (i) A building is "substantially rehabilitated" only if, within a certain time period, the qualified rehabili- tation expenditures exceed the greater of (a) adjusted basis of the building and its structural components) or (b) $5,000. For example, where improved real property is purchased for $100,000, with $60,000 allocated to the purchase of the land and $40,000 allocated to the building, the building would be treated as substantially rehabilitated if, within the measuring time period, more than $40,000 of qualified rehabilitation expenditures are incurred; (ii) Measuring Period. The "substantially rehabilitated" test must be satisfied within the "measuring period" which is a 24-month period unless the project qualifies as a "phased rehabilitation". The taxpayer is given some flexibility in choosing the measuring period. This choice may, however; impact the tax credit. For example, for purposes of the test of whether a building is substantially rehabili- tated, the adjusted basis is determined at the later of the first day of the measuring period or the first day of the taxpayer's holding period. The adjusted basis includes expenditures incurred before the measuring period. Therefore, careful attention should be paid to choosing a 24-month period during which the rehabilitation expenditures exceed the adjusted basis of the building determined as of the first day of the measuring period. Many projects can easily extend well beyond 24 months, therefore, consideration should also be given to whether the project would qualify for "phased rehabilitation" treatment; and "~~ (iii) Phased Rehabilitation. There is a special rule which extends the measuring period to 60 months for projects which may reasonably be expected to be completed in phases set forth in architectural plans and specifications completed before the rehabilitation begins. Under proposed Treasury regulations, published on June 28, T985, at 50 Fed. Reg. 26794 (the "proposed regulations") (which apply only with respect to expenditures incurred after December 31, 1981) reha- bilitation may reasonably be expected to be completed in phases if it consists of two or more distinct stages of development. The determination of whether a project consists of distinct stages is to be made on the basis of all relevant facts and circumstances in existence before physical work on the reha- bilitation begins. Furthermore,. written plans are not required to contain detailed working drawings or detailed specifications of the materials to be used. However, to qualify for phased rehabilitation, the plans must be in existence before physical ~ ~, LJ -3- • SHEPPARD, MULLIN, RICHTER & HAMPTON work on the project begins. The proposed regulations provide that "physical work" be ;•ir.s when actual construction, or destruction in preparation. for construction begins. Physical work does not include preliminary activities such as planning, designing, securing financing, developing plans and specifi- cations,. or stabilizing a building to prevent deterioration (e.g., placing boards over broken windows). PL:ANi~1IrIG POIr•ITER: The proposed regulations indicate that written descripticr_s of minimum levels of specificaticns sa~~s~ may ,._ _y the re~uiYements for written plans and specifications. Therefore to ensure phased j rehabilitation. treatment and the availability of the S-year measuring period, the proposed regula- tions should be reviewed prior to beginning any physical work to determine if a showing can be made that the project is to be completed in dis- tinct stages of development and, if so, to properly document the phases in written plans. In the case of historic structures, it is the better practice to also request phased rehabilitation • treatment in a letter to the National Park Service submitted through the State Office of Historic Preservation. C. Retention of 75% of External Walls. 1. External Walls Test. After the 1986 Act, to qualify for the Older Structure Credit, the rehabilitation project must satisfy external walls test. This test requires (i} at least 50% of the existing external walls to be rota=nod in place as external walls, (ii) at least 75°0 of the existing external walls to be retained in place as internal or external walls, and (iii) at least 75% of the existing internal structural framework of the building to be retained as such. This test was originally added as an alternative test as part of the Tax Reform Act of 1984. 2. Definition of External Wall. For purposes of the test, the wall includes the total area of the existing external wall, including the area of windows and doors. The area of the walls is to be determined prior to any destruction, modification or construction of walls undertaken in anticipa- tion of the rehabilitation. The proposed regulations provide that a wall includes both the supporting elements and the non- supportirg elements (e.g., a curtain) of the wall. Subject to some exceptions, the term "external wall" includes any wall -4- SHEPPARD, MULLIN, RICHTER & HAMPTON • ,,o she weather, earth or an abutting that has one face exposed wall" (i.e., a ~acent building. A shared or "party wall of an dJ acent building) is cor.sider~d a singl°- wall shared with an adj an external wall if the shared wall has no windowsexteanals ortion of the wall. Ger_era_ly, in any ~.nexposed p erimeter of the walls are those +~.+hich form part of the pace which is a°able building or which surround and utT,°e`Geperal Explar,aticn of such as a courty re ared by tre Staff by peop~e' ,. ~a86, which was p p the Tax Reform Acs of - ublished May ~~ of the Joint Committee on Taxation and was p max aNy_ lgg7 (refer:.-ed to~~here~n, as it is known among 1 ~' Prs, „ rovides that a building s internal as the Blue book ) P "all load-bear~rg =,ra'_ls a^.d a='-Y ~ fr inC1L;f~eS structura_ amework +- including the columns, other internal structural supports' and all other members that girders, beams, trusses, spandre_s, are essential to the stability of the building." Blue Book at p. 150. _ 3, Retained in Place. An exte}nal waementscof sidered as retained in place if the supporelements of the the wall are retained. If the supporting new supporting el°ments, the wall will wall are replaced by lace. riowever, the existing not be treated as retained in p T roposed regu~a- • h supporting e1e:^ents may be reinforced. j e p tions also make clearlthis covered,lforbexampleedwat~~iema retained in place if ~ }. curtain of an external w Y siding. Also, the ex~s~ing be replaced with a new curtain, provided that the structu=a~ framework that provides for the support of tulationslaasour- tain is retained in place. The"proposed reg state that existing doors and windows may be explicitly Finally, a wall may be o eliminated or replaced. ~.;., modifi~d,. disassembled and reassembled provided the same suppor~-~• elements are used and the configuration of the exterr_a1 walls of the building are unchanged after the rehabilita- tion. 4, Historic Structures Exempt From Wall Test. The 1986 Act made two changhshistcriceandrolderastructuress. First, under former law bot retention of external wa-- had to satisfy a test regard~ng s to provide the t= fica- The new law exempts historic building Secretary of Interior appropriate flexibility ;~1cerNpWeJer' lion of rehabilitationnwoess thatetaxokredits fors}work on it is the intent of Co g be available for true ,~ new construction.' historic structuranasnotldsubstantiaiiy rehabilitation," T;~erefore, the "Secretary of ~ - T See Blue Book at p. 151. ,~ enerally to deny cer~y-i- . Interior is expected to corti..ue g -5- SHEPPARD, MULLIN, RICHTER & HAMPTON L J cation to rehabilitations if less than 75 percent of the external walls are retained in place." Id. D. Qualified Rehabilitation Expenditures. 1. In General. An expenditure will be consid- ered a "qualified rehabilitation expenditure" if it is properly chargeable to a capital account (rather than expensed), and if it is for, among other things, ronresider_- tial or residential real property, (or additions or improve- ments to real property). Code Section 48(g)(2)(A). Fur- thermore, the expenditures must be in correction with the rehab~l~ tats or. of a qual,_~ ed .ehabll~tated bu, ld=ng (as discussed above). 2. Soft Costs. The proposed regulations provide that costs for architectural and engineering fees, site sur- vey fees, legal expenses, insurance premiums, developer fees, and other cc:nstruction-related costs qualify for the tax credit, if such costs are added to the basis of the property. Under the prior law, construction period interest and taxes qualified for the credit if the taxpayer elected, under Code Section. 266, to capitalize and recover such costs over the • recovery period of the real property (19 years under prior law). Ccr~struction period interest and taxes, however, did not qualify if such amounts were amortized over the shorter 10-year period allowed under Code Section 189. The 1986 Act repealed Code Section 189. Consequently, if construction period interest and taxes are charged to a capital account, such items should still be included as qualified rehabilitation expenditures. << PLANNING POINTER: The proposed regulations' treatment of developer fees as qualified rehabilitation expenditures may provide an opportunity to meet the substantial rehabilitation test by allowing a developer tc pay itself a fee and thereby increase the rehabilita- tion expenditures. 3. Excluded Expenditures. The term "qualified rehabilitation expenditures" does not include any of the following expenditures: (a) costs where an election is not made to use straight-line depreciation for cost recovery of the portion. of the basis attributable to rehabilitation. n \J -6- SHEPPARD, MULLIN, RICHTER & HAMPTON expenditures (i.e., 27.5 years for residential rental property and 31 . 5 years for ronresidertial property) ; (b) acquisition costs; (c) costs attributable to .an enlargement of a building (based en the total volume of the building); (d) costs attributable to the rehabilitation cf a certified historic structure are qualified reha- bilitation expenditures only if the rehabilitation is a certified rehabilitation (see Section III, below); (e) lessee's expenditures if, on tre date the rehabilitation is completed, the remaining term of the lease (without regard to any renewal periods) is less than the cost recovery period for the property (i.e. 2Z.5 years for residential rental property and 31.5 years for nonresidential property); and (f) costs attributable to a portion of a building which is (or may reasonably be expected to be tax-exempt use property) within the meaning of Code Section 168(j) and the regulations thereunder; howsver, • such costs are counted for the purposes of determining ~h•hether a building is substantially rehabilitated. E. Rehabilitation by ~essees. A lessee may obtain a tax credit for its rehabili- tation expenditures, if after the- rehabilitation is com- pleted, the remaining lease term is at least as long as recovery period of the property, ;which under present law is 27.5 years for-residential property and 31.5 for non- residential property. The proposed regulations provide that the lessee's adjusted basis is determined by adding the lessor's adjusted basis in the building to the adjusted basis of the lessee in the leasehold and any leasehold improvements that are structural components of the buil~~'_ng. If the building is sold before the lessee meets the sub- stantial rehabilitation test, the lessee's adjusted basis is determined with reference to the new owner's adjusted basis. F. Transferees. Under the proposed regulations, rehabilitation expenditures incurred by a transferor will be treated as incurred by the transferee provided that (i) no actual use, whether personal or business, is ;~,ade of the building alter -7- SHEPPARD, MULLIN, RICHTER & HAMPTON • the transferor incurred the rehabilitation expenditures and prior to the date of acquisition and (ii) no one ether than the transferee claims a credit ~,aith respect to the expendi- tures. The amount of the rehabilitation expenditures treated as incurred by the transferee is limited to the lesser c•f (i) the rehabilitation expenditures incurred by the transferor before the transfer cr (ii) the portion of the transferee's cost or other basis for the property attributable to the transferor's rehabilitation expenditures incurred before the transfer. G. Reduction. of Basis. After the 1986 Act, the basis of property must be reduced by the full amount of the Rehabilitation Tax Credit. Under prior law, the basis of a certified histeric structure was reduced by only 50% of the amount of the Historic Credit. A full reduction in basis was required only for the Older Structure Credit. For historic rehabilitation projects which meet the transition rules provided in the 1986 Act, the 5C% reduction in basis rule still applies. (See Section IV, below.) • III CE?'tTIFIED HISTORIC STRUCTURES To qualify fen the investment tax credit for t:ze rehabilitation.of certified historic structures, certain special rues and requirements must be satisfied. A. Certified Historic Structure Defined. 1. Code Section 48(g)(3) defines the term "cer- tified historic structure" as any building (and its struc- tural components) which (i) is individually listed in the National Register of Historic rFlaces, or (ii) is located in a registered historic district and is certified by the Secretary of the Interior as being of historic significance to the district. 2. Registered Historic District. Registered historic districts include (i) districts listed in the National Register and (ii) districts designated under a state or local statute, if such statute is certified by the Secretary of the Interior as containing criteria which will -8- SHEPPARD, MULLIN, RICHTER & HAMPTON • .~7 ubstantl~ally achieve the purpose of preserving and rehabil- itatng buildings of significance to the district. 3. Structures Located in R?Gistered Historic Districts. In the case of any buildirg~located within a registered historic district, the 10°; Older Structure Credit will Generally be unavailable unless the Secretary of the Ir,~erior determines rat the building is not of historic sigr~i_`icance to the district. Therefore, subject to limited exception (for a good faith lack of awareness of the require- ment for obtaining a determination of non-significance), no tax credit will be available unless the project qualifies as a "Certif=ed ,-enab; li tali p;;. ~~ AS a r°_SL:It, b_for°_ t':d°_=ta'.Kin g any rehabilitation, it is prudent to determine whether the building is located in an historic district and whether the building does or does not contribute to t:~e significance of such district. B. Certified Rehabilitation. 1. Definition. The term "certified rehabilita- tion" means any rehabilitation of a certified historic structure w~.ich the Secretary of the Interior ras certi~ied as being consistent with the historic character of such • property or the district in which the property is located. The National Park Service, which is within the U.S. Department of the Interior, is the agency which directly oversees the certification process. 2. Standards for Rehabilitation. The Secretary of the Interior has promulgated Standards for Rehabilitation of certified historic structures. These Standards are con- tained in 35 Code of Federal Regulations Section 67.7. Although the Standards are necessarily general and broad, careful attention must be paid to the Standards (and to the Guidelines for Rehabilitation under the Standards). Failure to comply with the Standards, as determined by the National Park Service, will result in denial of certification ard, hence, the loss of the investment tax credit. The Standards are as follows: (a) Every reasonable effort shall be made to provide a compatible use for a property which requires minimal alteration of the building, structure, or site and its environment, or to use a property for its orig- inally intended purpose.. • -9- • SHEPPARD, MULLIN. RICHTER & HAMPTON (b) The distinguishing origir_al qualities or character of a building, structure, or site and its environment shall not be destroyed. The removal or alteratior. of ary ristoric material or distinctive architectural features should be avcided wher_ possible. (c) %~11 buildings, structures, and sites shall be recognized as products of their own time. rlterations that ha~.~e no historical basis and which seek to create an earlier appearance shall be dis- couraged. (d) Crarges `r,*hich may ha-.e t; '.l _n glace in the course of time are evidence of the history and development of a building, structure, or site and its environment. These changes may have acquired signifi- cance in t'reir own right, and this significance shall be recognized and respected. (e) Distinctive stylistic features or examples of skilled craftsmanship which characterize a building, structure, or site shall be treated with sen- sitivity. • (f) Deteriorated architectural features shall be repaired rather than replaced, wherever possi- ble. ?n the event replacement is necessary, the new material should match the material being replaced in composition, design, color, texture, and other visual cualities. Repair or replacement of missing architec- tural fea_~ures should be based or. accurate duplications of features, substantiated by historic, physical, or pictorial.evidence rather tran on conjectural designs or the availability of different architectural elements from other buildings or structures. (g) The surface cleaning of structures shall be undertaken with the gentlest means possible. Sand- blasting and other cleaning methods that will damage the historic building materials shall not be under- taken. (h) Every reasonable effort shall be made to protect and preserve archeological resources affected by, or adjacent to any project. (i) Contemporary design for alterations and additions to existing properties shall not be discouraged when such alterations and additions do rot destroy sig- • -10- SHEPPARD, MULLIN, RICHTER & HAMPTON • nificart historical, architectural, or cultural material, and such design is compatible with t'r~e size, scale, color, material, and character of the property, neighborhood or environment. (j) Wherever possible, r_ew additions or alterations to structures shall be done in such a ;,tanner that if such additions or alterations we'-e to be removed in the future, the essential form and integrity of the structure would be unimpaired. C. A~plica}ions and Documentation. A summary of the various procedures for determina- tion of eligibility as a certified historic structure or for listing on the Natio:.al Register and for the certification of rehabilitation work is outside the scope of this outline. However, the-applications process is critical to ultimately obtaining th.e Historic Credit because the regulations pro- vide that owners who undertake rehabilitation projects with- out prior aotiroval do so at their own risk.- Therefore, the required Historic Preservation Certificates Applications should be submitted in advance of beginning any physical work on the rehabilitation project. • PLANNING POINTER: Do not plan or undertake the rehabilitation of a certified historic structure without the advice of a qualified professional with experience in certi- fication projects such as a restoration architect and,~q;r conservator. Furthermore, the certification process gives an owner approval only to the extent the work is described in Part 2 of the Historic Preservation Certification Application itself. Merely indicating the work in plans. or specifica- tions accompanying the Part 2 Application will not suffice. As part of the applications process, owners will be_required to submit photographic documentation to demonstrate the condi- tions of the building which existed prior to beginning of the rehabilitation work. Consequently, if such photographs are not taken before work begins, it may be difficult or impossible to properly document the project. Failure to adequately docu- ment the "before rehabilitation" conditions can result in denial of certification and, hence, loss of the Historic Credit. • -11- SHEPPARD, MULLIN, RICHTER & HAMPTON • PLANNING POINTER: Photograph E~'ER~T:ING before, during and after re:~abilitation. IV TR.NSITICNS RULES AND NEW LIMITATIONS A. Rehabilitation Tax Credit. Generally, the provisions of the 1985 Act are applicable to property placed in service after December 31, 1986. A general transitional rule provides that the modifi- cations (other than. red~.:ction of the Older Structure Credit) will not apply to property placed in service before January 1, 1994, if the project is completed pursuant to a written contract which was binding on March 1, 1986. This relief is also provided where property is acquired before March 2, 1986 (or acquired pursuant to a written contract that was binding on March 1, 1985) if either (i) Parts 1 (if necessary) and 2 of the Historic Preservation Certification Application were filed before Nlarch 2, 1986, or (ii) the lesser of $1,000,000 or 5;0 of the cost for rehabilitation (including only qualified rehabilitation expenditures) is incurred before T+Iarch 2, 1986 (or required to be incurred pursuant to a written contract which was binding on March 1, 1986). transferees can take advantage of the transition rules so long as the property is not placed in service before the transfer by the transferee. In the case of the Historic Credit, the transition rule allows the taxpayer (or transferee) to take the full 25% credit and to reduce the basis by only 50% of the credit. In the case of the Older Structure Credit, even though the project is covered by the transitional rule, the 15% credit allowed under prior law is reduced to 10,; and the 20% credit under prior law is reduced to 13%. For both historic and older structures, the transitional rule allows the taxpayer to use the shorter cost recovery period of i9 years as provided before the 1986 Act. • -12- SHEPPARD, MULLIN, RICHTER 6~ HAMPTON • B. New Passive Loss Rules 1. In General. The 1986 Act added new rules which limit the ability of taxpayers to offset income with losses and credits from "passive" activities. Under these rules, passive losses and credits cannot be used to reduce tax liability from income generated from active sources such as salary, wages or income from a business carried on by the tax- payer. Furthermore, passive losses or credits cannot be used to offset portfolio income, which includes interest, dividends, royalties, etc. Subject to important exceptions discussed below, passive losses and credits can only be used to offset passive income. . 2. Passive Activities. If a taxpayer does not "materially participate" in the conduct of a trade or business such business or activity is considered "passive". Furthermore, rental activities, including rental real estate, are considered passive regardless of whether the taxpayer materially participates in the activity. Atypical example of a passive activity would be an activity in which one is a limited partner. 3. Material Participation. To be considered as materially participating in an activity, the taxpayer must be involved in the operations of the activity on a regular, continuous and substantial basis. Some of the factors which may be considered in determining "material participation" include (i) whether the activity is the individual's principal business, (ii) the frequency that the taxpayer is at the place where the principal operations of the activity are conducted, and (iii) the extent of the taxpayer's knowledge or experience regarding the business activity. However, none of these factors are conclusive in the determination of material participation. 4. SusAension of Excess Passive Losses and Credits. To the extent that losses and credits from passive activities exceed income from all passive activities, the excess losses and credits are suspended and carried forward. The suspended losses and credits will be treated as deductions and credits from passive activity in the next year or succeeding years. 5. Special Rules for Rental Real Estate and Rehabilitation Projects. Rental activities are treated as passive activities per se (i.e. passive without regard to whether the taxpayer materially participates in the activity). In the case of rental real estate activities, there is a limited exception to the general passive loss • -13- C SHEPPARD, MULLIN, RICHTER & HAMPTON rule if the taxpa:/er "actively participates" in the activit;/. linden this exception, ar: individual may offset up to $25,000 of active income by using losses and credits from rental real estate aCtlVltieS. The aCti'.•'e partlC].pcatiOn standard is more easily satisfied than the material partici- pation standard. Ti-:e taxpayer need not participate or. a ±egular, continuous and substantial basis so long as the taxpayer participates in a significant and bona fide sense in management decisions. 31ue Book at p. 244. As with material participation, a limited partner is not treated as meeting the active participation standard. Id. Furthermore, a landlord under a net lease is unlikely to be treated as aCtl:'e1y partlr,,^ipar;r~g. Trl N10reOVer, a taxpayer- y,,;'1 rcL be treated as having actively participated if at any-time during the taxable year, the taxpayer and the taxpayer's spouse own. less than 10% of all interests in such activity. Id. 6.~ Phase Out of $25,000 Exemption From Rental Real Estate Activities. As a taxpayer's adjusted gross income increases from $100,000 to $150,000, the $25,000 exception phases out ratably (i.e., for every extra dollar of adjusted gross incoT~e, the exception amount is reduced by 50; ). For • e:{ample, assuming a taxpayer's adjusted gross income is $100,000 and the highest marginal tax bracket is 28%, the taxpayer can offset up to $25,000 of losses from rental real estate activities against active income and up to $7,000 of credit. The reason that $7,000 is the amount of passive credit which can be used to reduce tax liability from active income is that credits are allocated in a "deduction equivalent" manner. The tax liability from $25,000 of active income is $7,000 if the marginal tax bracket is 28%. A taxpayer with $125,000 of adjusted gross income may deduct $12,500 of losses from rental real estate activities against active income and $3,500 of tax liability from active income sources. Taxpayers with $150,000 or more of adjusted gross income receive no benefit from the $25,000 exception, i.e. losses and credits from passive activities are deductible only to the extent of passive activity income. 7. The "Best Deal" in Town: Rehab Tax Credits and Low Income Housing Credit. In the case of rehabilita- tion tax credits and the new low income housing credit (which was added by the 1986 Act), the exception for rental real estate activity is expanded. With these credits, the 525,000 exception rule applies withcut regard to the active participation requirement. Therefore, even limited partners can use the deduction equivalent amount of a rehabilitation. tax credit against active income. In 1987, the highest • -14- ARD, MULLIN, RIGHTER S` ~--IAMP-[ON SHEFF o deduction o~ Therefore, t''" hest bracket et is 38 - 5io- 625 for the hig ha out tax Brack ~ se ~,arginal r't will equal $9urthermore, thn p200,000 and ;valent trey= 000). betwe_ equ_ rs (38.5oa x $25, .-; rule is for every taxpaYe- ~5 C00 exceP..~on ratably (i•e' ecreases the $~ occurs amount d range °f Tre phase out the exception it is obvious $250,000. of inccme, range e rousing credit tional dollar her phase ou'' incom er addi Given the hig- ;t and low than oth by 50~)• tax crew' easily ,,rat rPhabilitatl an investors more projects may a~~.tr ct activities. V ~ *TION EASEMELITS COi`ISE~ ~~ s}: tation tax credit, A Over' rehabili ~ is the charita- tion to the tax incen~iv rant of conserva In addi eservation allowed for a g be the single ,- ower~ul pr ction ~-s may vation °~ anothe_ P }-on dedu ion easemen~ term preser ble contrlbu`'i Conservat long- neater t`or effective device fo A eWi111be discustable contribution most struc'~ure• s valid chari eable in r a an h;storic to consti~ute t must be enforc a facade below, the Basemen the donation of alify the detail urpoSes, tion may ~ F for tax p _~. r tax planning ~ rehabilita donor °'' a perpetuit~±~~ `o undertaking atax credit. The roperty. before tationthe basis in the P satisfy ~ro~ect for a rehabili of otherwise must reduce would n IIB(3) which Section lower facade easement ,-o~ects test (see ` the some P-, tion t because o~ Therefore, rer.abilitaH tax credi.- ent• the substan~laualify for t:.e tlon of the easem migh,. of from the dona above) ution• basis resulting Contrib Qritable for Ch~ tit'_es geauirements ervation easement enthe ~, B- a cons deduction if ut;on donation °f contribution trio The table conservation con contri-- the donor tO a chari „ alified conservation rop- constitutes a ~ ~~Qualified ualified real p easement ~. on 170(h): of a q (111) under Code Sec~i organization, ~on" means a coat to ut qualified Code Section buts a p5es. ~- interest, (ii) er~Y for conservation. Purp To ~alif exclusively Interest. i'70(h)(1)- f.ed Beal PrOpert y constitute a • Ouali~l en-~ mus:- l. the easem a~ a valid deduction, -15- SHEPPARD, MULLIN, RICHTER & HAMPTON restriction, granted in perpetuity, or. the use which may be made of the real property. The final regulations regarding charitable contributions of conservation easements were published on January 1:, 1986 (the "Regu_atior~s"). The :~egu'_aticns provide t::at the easement must be er:forceabie under applicable state law. Regulation Section 1.170-~:-14(g)(1). California law recogizes and protects such restrictions as conservation easements under California Civil Code Sections 815, et. sea. Furthermore, a number of states have adopted the Uniform Conservation Easemer:t Act, including Arizona, Indiana, Maine, Minnesota, Nevada, Texas and tliscor.sin. 2. Oualified Organization. The easement must be donated to an eligible donee. To be an eligible donee, the organization. must be a qualified crgarizatior., have a commit- ment to protect the conservation purposes of the donation, and have the resources to enforce the restrictions. Reg~.:lation Section;1.170A-i~?(c)(1). Oualified organizations include, among other organizations, governmental units and certain Code Section 501(c)(3) organizations. Id. The instrument granting the easement must prohibit the donee from subsequently trans- ferring the easement (~Nhether or not fen consideration) a~_ess the donee organization, as a condition of the subsequent transfer, requires the transferee to carry out the conserva- tion purposes originally intended by the easement. Regulation Section 1.170A-14(c)(2). Moreover, the transferee organization must be an organization qualifying as an eligible donee. 3. Conservation Purposes: (a) For purposes cf Code Section 17C(h), the term "conservation purposes" includes, among other things, preservation of an historically important land area or a certified historic structure. Regulation Section 1.170A-14(d)(1)(iv). For conservation easement purposes, the term "certified historic structure" has essentially the same meaning as it does for rehabilita- tion tax credit purposes (i.e., a building that is listed in the National Register of Historic Places or located in a registered historic district which is certified by the Secretary of Interior as being of historic significance to the district.) However, unli}~e the rehabilitation tax credit, a "structure" for con- servation easement purposes means any structure whether cr not it is depreciable. Therefore, easements on private residences may qualify for the charitable contribution deduction. -16- SHEPPARD, MULLIN, RICHTER & HAMPTON • (b) Date For Obtair_ing Historic Status. The structure must be a certified his=oric structure eit'r~er at the time of the grant of the easement or the due date (including exte:.sions) fcr filing the donor's return for the ta~:able year in which the contribution was made. Regulation Section 1.170A-14(d)(S)(iii). (c) Future De:-elo~ment. Where an easement is granted to preserve a building cr land area within a registered district and future development on the site is permitted by the easement, the "conservation pur- poses" test will be satisfied only if the easement requires that such .u*ure de-; e_op;re^t co~~orm ~~~=t'^ appropriate local, state or federal standards for con- struction or rehabilitatior. within the district. Regulation Section 1.170A-1-I(d)(5)(i). Specifically, an easement granted on a certified historic structure located ;within a National Register Historic district should pro~~ide that future de~relopment will conform to the Secretary of Interior's Standards for Rehabilita- tion. (d) Access: For the conservation contribu- tion to be deductible, some visual public access to the donated property is required. Regulation Section 1.170A-14(d)(5)(iv). Where the certified historic structure, which is the subject of the donation is not visible from a public way, for example, where the structure is hidden from view, or where interior characteristics and features of the structure are the subject of the easement, the easement must provide the public with the opportunity on a regular basis to view the characteristics and features of the property which are the subject of the easement. Id. Examples pro- vided in the Regulations seem to indicate that the access requirement is not a high standard.. However, in donating any conservation easement, the donor must cor_.sider and make appropriate proz~~isions for public access. C. Enforcement In ?erpetuity. To obtain a charitable contribution deduction, the easement must, as noted above, be enforceable in perpetuity. 1. Subordination of Mortgages. In the case of easements donated after February 13, 1°.86, no deduction will be permitted for an interest in property which is subject to a mortgage unless the mortgagee subordinates its rights in the property to the right of the donee organizatior_ to en~orce -17- SHEPPARD, MULLIN, RICHTER & I-IAMPTON the easement in perpetuity. (Donations made prior to that date will qualify for a deduction only if the donor can demons- trate that the conservation purpose is protected in perpetuity without subordination by the mortgagee) Regulation Section 1.170A-14(g)(2). Obviously, lenders will be concerned with any perceived impairment of the collateral. Under state law, if a mortgage is recorded prior to a conservation or other easement, and the mortgage is not subordinated to the ease- ment, a foreclosure purchaser takes the property free and clear of the easement. Any lender would clearly prefer for the lender or a foreclosure purchaser to have unrestructed use of the property, rather than being subject to the con- servation restrictions. As a result, there is an obvious tension between protecting the conservation purposes of the easement and satisfying the lender that its security interest in the property will not be.impaired by the easement. This tension is heightened by the requirement that upon an extin- guishment of the easement, the donee organization must be entitled to receive a portion of the proceeds. (See Para- graph 6, below.) In tax planning for the donation of a con- servation easement, it is critical that the donor anticipate the lender's concerns and address those concerns early in the process. Some obvious factors which a lender will consider • in its decision whether or not to subordinate its existing mortgage to an easement include (i) the loan-to-value ratio, (ii) the value of the easement compared to the total value of the property and (iii) the probability that the existing use of the prope-rty will continue to generate sufficient income to cause the property to have a market value in excess of the debt secured by the mortgage. With-regard to this last factor, a lender may understand that the donation of a facade easement might enable the borrower to undertake a rehabilita- tion which qualifies for a rehabilitation tax credit and thereby substantially improve the value of the property. 2. Donee's Right to Inspection. The easement must provide a right of the donee to enter the property at reasonable times for the purpose of inspecting the property to determine if there is compliance with the terms of the donation. Regulation Section 1.170A-14(g)(5)(ii). Further- more, the easement must provide the right of the donee organization to enforce the conservation restrictions by appropriate legal proceedings including the right to require the restoration of the property to its condition at the time of the donation. Id. -18- SHEPPARD, MULLIN, RICHTER & HAMPTON 3. Extin uishment and Use of Proceeds: (a) Extinguishment. T:~e Regulations provide o unexpected cha:.ge in conditions +i,:at if a subs~qu_nt, make the continued use of the property for conservation purposes impossible or ir;~practical, ~.ne °nrotectednin ~~arposes will, nonetheless, be treated aP P udicial perpetuity if the easement is exti..8uish_d by j proceedings. In such event, the doree's proceeds from a subsequent sale or exchange or the property must be used by the donee organization in a manner consistent wilt. lre conservation purposes of the original contri- b~a+~pr. Regulat~On Section 1.170A-11(g)(F)• (b) proce-eds. For donations made after February 13, 1986 a deduction. willnbe alleesdthatythe at .the time of the donation, the do..or ag_ easement gives rise to a property right immedia~ely invested in the donee organization. Furthermore, this property right has a fair market value that is equal to at least the proportionate value that the easeme~to Art the time of the gift bears to the value of the p p~ Y as a whole at such time. Regulation Section 1.170A-14(8)(1)• Unless state law provides that the donor is entitled to the full proceeds upon sale, exchange or involuntary conversion, following an extinguishment of the easement, by the donee organization must receive its propor*_ionate value of the proceeds. Id. To illustrate this provision, assume that the total fair market value of a property~at the time an easement is granted is $100,000 and that the fair mrokortiorateovalue the easement is $10,000. Taaldtoel0% p($10,000 divided of the proceeds would be eq~ by $100,000). Further, assume that some number of years after granting the easement, there is an unex~e°cPT~ chao~ge and a court rules that continued use of thraPtical.y After conservation purposes is imposthblerorertp is sold for the easement is ex~in8uished, P P . $500,000. In such a Case, the donee organ~zat~on must be entitled to receive $50,000 (which is 10% of the pro- ceeds). As noted above, a lender may be concerned that in subordinating its mortgage, the lender will be giving the donee the right to receive proceeds if the easement is extinguished before the debt to the lenderrovidepind One solution which has been suggested is to p the easement document that the easement will not be extinguished for any reason. There rovision meAnother as to the enforceability of such a p a~p._-oach may be to require the donor to be responsible -19- u SHEPPARD, MULLIN, RICHTER & HAMPTON for payment of the proportionate value of proceeds to the donee in the event that the proceeds from a sale, etc., following extinguishment are insufficient to repay debts secured by mortgages. However, lenders typically evaluate their risks based on what would happen if the lender had to foreclose due to the borrower's default. In such circumstances, a promise by the borrower to pay the donee may be worth no more than the borrower's promise to the lender to repay the debt secured by the mortgage. In light of the language contained in the Regulation to the effect that state law may entitle the donor to the full proceeds from conversion without regard to the terms of the easement, a potential solution might be to state legislation which requires repayment of debts secured by mortgages prior to distribution of proceeds to donee organizations. D. Valuation. 1.' In General. The value of the contribution of a conservation easement is the fair market value of the con- servation easement at that time of the donation. Regulation Section 1.170A-14(h). To determine the fair market value of an easement where there is no substantial record of market- place sales (such as purchases pursuant to a governmental program), the general rule is that the fair market value of the conservation restriction is equal to the difference between the fair market value of the property before the granting of the easement and the fair market value of the encumbered property after the granting of the easement. Regulation Section 1.170A-14(h)(3)(ii). This "before and after" approacl~~to valuation is supported by case law and other authority. See, e.g., Hilborn v. Commissioner 85 T.C. 677 (1985), Thayer v. Commissioner, 36 TCM 1504 (1977); Rev. Rul. 73-339, 1973-2 C.B. 68. 2. Valuation Factors. Under the Regulations, if the "before and after' valuation method is used, the fair market value of the property before contribution of the easement must take into account not only the current use of the property but also an objective assessment of how immedi- ate or remote the likelihood is that the property, absent the easement, would in fact be developed, as well as any effect from zoning, conservation or historic preservation laws that already restrict the property's potential highest. and best use. Regulation Section 1.170A-14(h)(3)(ii). Where the contribution of an easement has no material effect on the property or in fact increases the value of the property, no deduction for the contribution is allowable. r: -20- SHEPPARD, MULLIN, RICHTER & HAMPTON s Id. Furthermore, in the case of a conserva~ion easement on a certified historic structure, the fair market value of the property after the contribution must take into account the a.~,ount of access permitted by the terms of the easement. Id. E. Reduction in Easis. The basis of property retained by the donor of a conservation easement must be reduced by the proportion of the fair market value of the easement to the total fair market va'_ue of the property. Regulation Section 1.170A-14(h)3(iii). Furt~'ermOre, In t-}-:e ~aSe rJr a rjaprc~~able ctr~a~tiarc she bas' S ,. - -' i - reduction must be allocated between the structure and the '_and. Id. No guidance is given in the Regulations as to the factors relevant to the determination of the allocation between land and building. As discussed above, the reduction in basis triggered by granting an easement may cause the basis to be sufficiently low that it will be exceeded by qualified reha- bilitation expenditures. This presents an important planning opportunity where the rehabilitation. budget is somewhat lower thar_ the basis in the property. F. Caveat. In addition to the planning concerns and oppor- tunities discussed in this outline, a potential donor of a facade easement should be aware that there are a number of limitations and requirements regarding charitable contribu- tions in general. For example, there are certain substan- tiation requirements for contributions of property ether than. money in excess of $5,000 made after December 31, 1G84. Furthermore, some limitations or. the deductibility of charitable contributions depend in large part on each donor's overall tax situation. An illustration of this is the charge made by the 1986 P.ct regarding the alternative minimum tax for contributions of appreciated capital assets. Furthermore, this outline is, by necessity, too general to not cover all of the specific requirements. Therefore, it should not be relied on for tax planning purposes and is not a subst=lute for a careful analysis of all the facts and circumstances surrounding a particular rehabilitation project and/or donation of a facade easement. • -21- SHEPPARD, MULLIN, RICHTER & HAMPTON VI PROPERT`r TAX IP~ICEriTI~'ES FOR HISTORIC PROPERTIES A. O-~erview. The California Co:ZStitution provides the legisla- ture wit?. t:~e power to promote the preservation of proper- ties with historical significance by offering substantial property tax incentives. Section 8 of Article XIII of the California Constitution states in relevant part: "to promote the preservation of property cf historical significance, the Legislature may define such property. and shall provide that when it is er.forceably restricted, in a manner specified by the Legislature, it shall be valued for property tax purposes only on a basis that is consistent with its restrictions and uses." If historical properties are enforceably restricted by a historical property contract pursuant to Sections X0280-90 of the California Government Code (the "Gov't Code") these properties cualify for the property tax incentives contained in Section 439.2 of the California Revenue and Taxation Code (the "Rev. and Tax. Code"). By entering into a historical preperty contract, property may be assessed at a value lower than usual, reflecting the restrictions imposed upon the property. 'the California Constitution contains no definition of enforcezbly restricted property. This definition is con- tained in `Sections 439 and 439.1 of the Rev. and Tax. Code. Erforceably restricted property is defined as property subject to a historical property contract executed pursuant to Gov't Code Sections 50280 through 50390 B. Historical Property Contracts. 1. Eligibility of Properties. An owner may ccrtract with the legislative body of a city or county, to restrict the use of the owner's quali- fied historical property in order to gain advantage of reduced property valuation and assessment procedures contained in Rev. and Tax. Code Secrion 439.2. • -22- SHEPPARD, MULLIN, RICHTER & HAMPTON • Until tee statutory scheme was substantially revised in 1°3s5, the definlt'_On of qualified historical property, as contained ir. ?ublic Resources Code Sections 3031 to 3053, was fair'_y bread. P.t present, Gov't Code Section X0230.1 Drovid?s~that a property qualifies as a historical oronerty if it (i) is pr;-ately owned property (ii) is rot exempt from property taxation, and (iii) which _s. (a) listed in the Natior.ai Register of uistoric Fiaces; (b) ?oca_ed 1^. a rlaticr.al Reg_J+'e'' _°y~__ered h1StOr1C dlstrlCt; Or (c) listed "in any state, city, county, or city and county, official register of historical or architecturally significant sites, places, or landmarks." 2. Recuired Provisions. There are a number of mandatory provisions in any historical property contract. The contract must be for a minimum period of ten years. In addition, the contract *nust ,. provide the following: (1) For the preservation of the qualified historical property and, when necessary, to restore and rehabilitate the property to conform to the rules and regulations of the Office of historic Preservation of the Department of narks and Recreation; (2) For the periodic examinations of the interior and exterior of the premises by the assessor, the Department of Parks and Recreaticn, and the State Board of Equalization as may be necessary to determine the owner's compliance with the contract; and (3) That the contract is binding upon, and shall inure to the benefit of, all successors in interest of the owner; a successor in interest • -23- • SHEPPARD, MULLIN. RICHTER & HAMPTON shall have the same rights and ob_igations under the contract as tl:e o~~iginal owner who entered into the contract. Gov't. Code Section 50281. Furt:-:er.<<ore, the legislative body entering into a ..contract ~Nith the ewner of the qualified historical property may require the owner to pay a fee "not to exceed the reason- able costs of administering this program." Gov't Code § 50281.1. 3. Renewal, ?~:on Renewal and CanCellar; on Provisions. - The Government Code also provides for the presump- tive renewal, non-renewal and cancellation of historical property Conrracts. The contract must provide that on such annual date"as specified in the contract, or on the anniver- sary date of the contract, a year shall automatically be added to the initial term of the contract unless notice of nonrenewal is given. Gov't Ccde Section 50282(b). To terminate the contract, the owner must serve notice on the • local government at least 90 days prior to renewal date. If the legislative body wishes to terminate the contract, it must serve its notice upon the owner at least 60 days prior to renewal date. The owner may make a written protest of the legislative body's notice of nonrenewal, and the legislative body may "at any time prior to the renewal date, rescind its notice of nonrenewal_." Gov't Code Section 50282 0) .". The ,law also provides the legislative body with the power to cancel any historical property contract if it determines that the owner has: " (i) breached any of the conditions of the contract; (ii) allowed the property to deteriorate to the point that it no longer meets the standards for a quali- fied historical property; or (iii) failed to restore or rehabilitate the property as specified in the contract. Gov't Code Section 50284. Under Gov't Code Section 50285, a public hearing on the pro- posed cancellation, with notice to the owner, must be held -24- ,,. SHEPPARD, MULLIN, RICHTER & HAMPTON • - prior to any action. if a contract is car:celled, the o~w~ner is required to pay a cance~latior, fee of 12°; of the full value of the property at time of cancellation. This figure is co,:.puted without regard to ar_y restricti or.s imposed b,/ the exis~ing contract. Gov't Cede Section 50286 C. Tre property Tax Incentives - Valuation and Assessment Prccedures. The property tax incentives for entering into his- torical property contracts, as provided in Rev. and Tax. Code Sections =39 throug7: .39.x, require the county assessor tQ value cr,r'~rroa',71.~ YP_S~rlCted historical prop°_rt1' b1' capitalization of income methods. The usual property valuation method is on the basis of co~:parable sales to determine full cash value. The capitalization of income method may result in a value lower than would otherwise be the case. 1.' Determination of Income to be Capitalized. There are three different methods of computing the annual income to be capitalized, depending on the availabil- ity of information and existing encumbrances. (a) If sufficient rental information is avail- • able, the assessor can determine income based upon. a fair rent figure derived through an examir.aLion of actual rentals received. if the •aroperty is already leased, fair rent is tc be determined by an estimation of a fair rental or lease figure were such lease to be renegotiated in light of the provisions of the historical property contract. Rev. and Tax. Code Section 439.2(a)(1). ~(b) If sufficient rental information is rot available, a more subjective method is used. Under this standard "the income shall be that which the restricted historical property contract can reasonably be expected to yield under prudent management and subject to the applicable provisions under which the property is enforceably restricted." Rev. ard_Tax. Code Section 439.2(a)(2). (c) The parties to the contract may also stipulate a minimum annual income. If this procedure is followed, then the income to be capitalized by the county assessor cannot be less than the stipulated amount. Rev. and Tax. Code Section 439.2(a)(3). -25- SI"IEPPARD, MULLIN, RICHTER & HAMPTON In determining the annual income to be capitalized ::rider any of these three methods, the income is to be determined by subtracting from the revenue generated all e}:~enditures "that can be fairly charged against the revenue e~oected to be rece~;~ed during the period used in computing such revenue." Rev. and Tax. Code Section 439.2(a). The statute also provides that expenditures to be fairly charged cannot include depletion charges, debt retirement, interest on funds invested in the property, property taxes, corporate income taxes, or corporate franchise taxes. Id. 2. determination of the ~.noro~riate Ca~ita~;za- t_on Rate The law specifies the procedure for determining the capitalization rate to be used in the valuation process. For owner occupied single family dwellings, the capitaliza- tion"rate is rot to be derived from sales data but instead is to be the sum of four components. The first com_porent is an interest component pegged to a "yield rate equal to the effective rate on conventional mortgages as determined by the Federal Home Loan Bank Board and rcur~ded to the nearest one-quarter percent." The second component is an historical • property risk component of 4~;. The third component concerns property taxes and is a percentage "equal to the estimated total tax rate applicable to the property for the assessment year times the assessment ratio." The final component provides for the amortization of improvemerts~and is a percentage "equivalent to the reciprocal of the remaining life." Rev. and Tax. Code Section 439.2(b). The capitalization formula for all other properties subject to historical property con- tracts has-the same four components described above except the second component, the historical property risk component, is only 2°; rather than 4%. 3. Valuation. The capitalization rate is key to the determina- tion of value. The higher the rate, the lower the assessed value of the property will be. P.t a minimum, the inclusion of a historical property risk component in the capitaliza- tion rate should result in lower property taxes for historic properties. -26- No. 66 . March 1987 -.~ A newsletter for citizen organizations published by the National Trust for Historic Preservation, 1785 Massa- . chusetts Avenue, N.W. , Washing- ~ ~ ton, D.C. 20036 (202) 673-4047. I~EIC~IBORHaDDS Control Over Neighborhood Development nce organized, the people who live in a neighborhood are the best resource for improving the quality of life there. Many community leaders are discovering that preservation can be an excellent tool for giving residents a voice in their .neighborhood's future. By tapping preservation techniques and financial incentives, community development organizations can initiate and control the reuse of historic buildings in their neighborhoods and thereby retain local low-income housing and long-term businesses . Control over neighborhood development can be achieved by using many proven preservation techniques. Several legal. tools can be used by community development organizations, for example, to keep rehabilitated properties affordable. The following articles offer some ways this can be accomplished as well as case studies on several organizations that used National Trust financial and technical assistance programs to retain control over their projects. Keeping Properties Affordable • By Susan Lutzker There are many challenges to rehabilitating a property to create low-income housing. The rehabilitation work, however, must not overshadow the need to maintain affordability years after completion. Although it isn't possible to guarantee long-term affordability, community-based organizations are using numerous legal and financial tools to increase the likelihood that this goal will be fulfilled. Of critical importance is the need to address the problem early in the planning stages rather than as an afterthought. Retention vs. Resale The most straightforward method. for a - nonprofit organization to preserve long;-term affordability is to retain ownership and management of the property for rental use. Here, the challenge of achieving and maintaining low rents can be simplified by the way the project is financed. The greater the subsidy in the project at the outset -- in the form of grants or low-interest, long-term loans -- the easier the task should be. Some projects utilize a rent subsidy fund, which acts as a reserve against higher costs that otherwise would force rents upward. Retaining sole ownership of the property map he neither feasible nor desirable, however, and the project may have been rehabilitated specifically for resale. In such cases, scrutiny of the prospective purchaser's commitment to preserve the property for low-income use is essential. No matter how close the scrutiny, however, it cannot protect against a subsequent change in the purchaser's circumstances or a later sale to a less sympathetic party. Income and iJse Restrictions Imposing restrictions on the income and use of the property offers another wa~~ to retain some control over the project. Often, sources funding the project will include such restrictions in the grant or loan terms. For example, the terms of the Community Development Block Grant awarded to the Chinese Community Housing Corporation, a San Francisco organization that rehabilitated asingle-room occupancy hotel, required that no less than 51 percent of the units be made available to low- and moderate-income persons . A deed of trust on the hotel provides that failure to maintain this residential composition would be a breach of contract, allowing the city to recover the funds plus 10 percent interest . Other public or socially minded private lenders can impose similar restrictions. Another important factor is the duration of the restrictions; the length of time may be shorter than desired, or it may terminate if the property is sold or refinanced. Some state housing finance agencies require an extension of their income restrictions in exchange for approving a transfer. of ownership of the property. Careful attention should be paid to drafting such .restrictions. The desired rent level must be defined clearly or easily be ascertainable through reference to an objective standard, for example HUD Section 8 rent levels. The restrictions should also cover the question of what happens when a tenant's income level increases over the allowed limit during the control period. r_ A nonprofit group that is selling a rehabilitated property has other options to retain control over its use. One is to finance the purchase itself and to include income restrictions in the loan documents. If the buyer violates these restrictions, the entire balance of the mortgage could become due immediately. One problem with this approach is that it offers protection only as long as the loan is outstanding, and the nonprofit may be unable or unwilling to prop*ide long-term financing. For a nonprofit organization that plays the role of long-term lender, however, the terms of the loan (interest rate, etc. ) should be made so attractive that the buyer will have no incentive for early payment. If allowable under state law, restricting prepayment absolutely for a period of time or through prepayment penalties also can be helpful. When drafting loan- documents containing such restrictions, the organization should pay particular attention to the borrower's - reporting obligations. Without a solid mechar_ism for verifying the income level project tenants, no effective enforcement can take place. Amore radical course of action , which has been used by at least one charitable lender, is to provide that the loan can be partially or completely forgiven if income requirements are not met for a given period. P~ental restrictions also can be included in the deed or in a regulatory agreement recorded in the local land records. These methods offer protection that could survive transfers of property ownership and "run with the land" for a prescribed period. State statutes or case law, however, may render such restrictions unenforceable as to future owners. In addition, local politics and banking practices may make this approach undesirable. ~~ ~ , Another possible strategy is to provide, _ through a contract between the nonprofit group and the purchaser, that resale of the project for a use other than low-income housing will trigger payment of a fee to the nonprofit. The fee would represent a portion of the profits attributable to the- • sale for a more lucrative use. The percentage might decline over time , in _ recognition of an increasing portion of low-income goals having been met. Lease Restrictions A different approach is for the nonprofit to sell the building but retain ownership of the underlying; land, which it then rents to the purchaser under along-term lease. The term of the lease must be long enough so other lenders will finance rehabilitation. If. the building owner defaults on its land lease or sells the building without approval of-the lessor, or if the lease expires, the nonprofit would recapture ownership of not only the land but the buildings on it. The owner of the building benefits by reducing its acquisition costs without " reducing important income tax deductions associated with the property. (,band is not deductible . ) The nonprofit benefits by obtaining a '• steady stream of rental income from the land lease and by maintaining control over the property. The major drawback for the owner of the building is that lease 2 restrictions may make the building more .difficult to sell, should the need arise. `Reversion to Nonprofit Ownership Another legal device to establish control over a property's use provides for possible reacquisition of the property by the ~rionprofit organization. A nonprofit that sells the proper. ty may obtain a right of first refusal to preempt the offer of a third party for the property if it should again be up for sale. Generally, the holder of a right of first refusal has a limited time in which to match the purchase price and other terms of sale after being notified that the seller has received an otherwise acceptable purchase offer.. This is a particularly useful strategy when the nonprofit has reason to believe another purchaser's use of the property may run counter to its goals. A closely related tool is the option to " purchase, which gives the nonprofit a con- tractual right to reacquire the property for a certain price, on specified terms, at a certain time in the future -- for example, when other restrictions have expired, when tax benefits have been • exhausted or when there will be more pressure to sell. Option periods can be provided if desired. The purchase price can be fixed in dollars or stated in terms of a formula, or a procedure ~ can be prescribed to establish .the price by appraisal at the time provided for exercising the option. These tools may seem to assure eventual reversion of the property to nonprofit ownership; in reality, however, they are tmeaningful only when coupled with financial planning. The nonprofit must have the financial resources, as well as the opportunity, to step in and exercise .these legal tools. In the right of first refusal, for example, one key is to provide an adequate period of time for the nonprofit to put together a financial package that matches the third party's offer and a realistic period of time after that to go to closing. An option for repurchase should be considered at the time the project financing is being packaged. For example, nonprofits may pass through grants to projects as deferred loans so that when the property eventuall~T comes up for sale, the deferred loan will come due and provide the equity downpayment needed for the nonprofit to exercise its option on the property. Caution is necessary, however, because recent changes in the tax laws make deferred loans more compli- cated. All of these restrictions have important implications for the future value and marketablility of the property, requiring a careful balancing of economic, legal and tax considerations. It follows also that in drafting restrictions care .must be taken to avoid making the property an unattractive investment to other lenders. Limited Partnerships If a project is being developed through a limited partnership _-- created to include private investors who are attracted by the historic rehabilitation tax credit and other financial benefits -- the challenge of preserving long-term affordability is more complicated. In limited partnerships, the nonprofit typically plays a key role in the project's development and management through its forprofit subsidiary or related corporation, which serves as one of the general partners, sometimes the sole general partner. By creating afor-profit 3 Low-cost housing in the Niblock-Yacovetta Terrace serves new immigrants in Denver's Lower Highland neighborhood. entity, the nonprofit is able to exercise control over important aspects of the project w_ ithout endangering its tax-exempt status. fine of the important issues in syndicating a project through a limited partnership is . the need to avoid undue restrictions that would depress the property's resale value and thereby run counter to the investors' interests. Otherwise, the Internal Revenue Service may not allow the desired tax benefits to be used. This means that the financing structure canr_ot guarantee, but only increase the probability, that the project will remain affordable. There must always be at least the possibility of economic benefit to the investors. This delicate balance between the nonprofit's goals and the investor's interests should be reflected in the partnership agreement. In addition to appropriate statements of project purpose, the partnership agreement, :could include clauses that would make it difficult, but not impossible, for the ~ property to be used for anything except low-income housing. For example, the agreement might require the unanimous consent of all general and limited partners for any alternate use, but only the consent of all general partners and two-thirds of the limited partners for low-income use. The right of first refusal and options previously mentioned are typically used in limited partnerships in which nonprofits .have an indirect interest. In 'addition to deferred loans, the means to reacquire the property may be created by the nonprofit's right to a share of the proceeds stemming from a sale or refinancing ~f the property. Again, tax laws .will dictate the specifics of these arrangements. Although the challenge of keeping housing affordable is serious and complicated, many tools are available each with possibilities for variation . The advice of an experienced attorney is essential, of course. But, experience says he creative in tackling the problem. Be limited only by your imagination -- and, of course, the tax laws! (The author is Special Counsel, National Trust Office of the General Counsel. ) 4 Low-Income Housing Tax Credit By Barry Zigas The Tax Reform Act of 1986 contains a • major financial incentive to foster the development and long-term preservation of affordable housing for low-income renters: the low-income housing tax credit. The credit offers investors an incentive to create affordable housing for low-income tenants. Using the credit, sponsors can attract investment into properties that otherwise would show little promise of an economic return. The credit can be used together with the tax credits for _ rehabilitating historic structures. ~ . In order to -qualify for the low-income housing tax credit, a residential rental property must meet at least a minimum . threshold ,cif occupancy by low-income tenants. ~~Owners have an option of meeting either of the following tests: • 40 percent of. tenants earning 60 percent or less of the area median income, adjusted for family size; or • 20 percent of tenants earning 50 percent or less of the area median incom~ If a property qualifies, investors are eligible to take slow-income housing tax credit equal _to 9 percent of development or rehabilitatiori? expenses in excess of $2 , 000 per unit, and a 4 percent credit on the acquisition cost of a qualifying property, plus any rehabilitation carried out in conjunction with the acquisition that is less than $2 , 000 per unit . The owner may take this credit each year for 10 years, if the property remains in low-income use for 15 years. The credit is available only -for units occupied by qualifying low-income ter_ants. Rent is restricted to no more than 30 percent of the- qualifying income for the unit . There are several important limitations on the amount of low-income housing tax credit to which investors are entitled. To qualify for the acquisition credit, properties cannot have been last placed service within 10 years of the acquisitio Such properties may still qualify for the rehabilitation tax credit, but investors will not be allowed to take the acquisition credit. Properties that receive assistance through' any federal subsidy program (except HUD's Section 8 rental assistance) or tax-exempt bonds are also ineligible to receive the full 9 percent credit for rehabilitation or development expenses . Investors in such properties will only qualify fora 4 percent credit for such expenditures. Federal subsidies do not affect the size of the acquisition credit, however. ll9uch of the traditional investor market for low-income real estate projects -- very high income taxpayers seeking ways to shelter their incomes -- has evaporated. Investors in projects utilizing the low- income tax credits may offset only $25 , 000 in passive losses against earned income for investments in qualifying properties. The limitation means that credits will almost in- evitably be syndicated among a broad base of investors. C!nly very small projects will generate credits within the individual limit; thus, many investors' contributions will be pooled and available credits distributed accordingly. The limitation also will drive many sponsors and developers to seek equity financing from a relatively new sector: corporations. In the few months since passage of the Tax Reform Act of 1986, many pr~ups have begun to explore corporate investment pools with this goal in mind. Investments in low-income housing projects are being promoted to corporate investors not as a charitable or social contribution but as a sensible financial strategy to .enhance profitability. How do investors or project sponsors obtain access to tax credits? Each state is allocated a maximum amount of low-income housing tax credit that it can "consume" each year for 1987, 1988 and 1989. This allocation is equal to $1.25 per capita per state per year. States are generally 'free to develop their own allocation plans. The states' only restrictions are the overall per capita limitation and the requireMent that at least 10 percent of each pear's allocation be reserved for rise by projects sponsored by nonprofit organizations. It is important that groups move quickly to tap the nonprofit deductions because credit that a state fails to allocate during any single year reverts to the U.S. Treasury. (The author is president of the National Low Income Housing Coalition) Hope for Denver's Lower Highland Neighborhood After decades of neglect, the historic Niblock-Yacovetta Terrace, a ten-unit, two-story building in Denver's Highland neighborhood, welcomes its 95th year fully occupied and in better-than-new condition. The Del Norte Neighborhood Development Corporation credits a $40,000 grant and $40,000 loan awarded from the National Trust's Inner-City Ventures Fund in 1984 as an impetus for securing other funding, thereby enabling it to succeed in rehabilitating the once-vacant property as low-income housing. Niblock-Yacovetta has a long history of housing needy members of ethnic groups new to Denver. Originally, it housed Irish and Italian. immigrants; today the attached townhouse units are occupied by 10 minority families (nine Hispanic and one Asian) . In order to preserve the Terrace building for use as low-income housing, a patchwork of funding was created by Del Norte. In addition to the Inner-City Ventures Fund grant and loan, financial support was drawn from a broad base that included, among other sources, local foundations and city and state governments. Considerable technical expertise was brought to the project as well. The Enterprise Social Investment Corporation provided technical assistance in structuring the syndication and the Piton Foundation brought together investors attracted by both the social goals and the historic rehabilitation tax credits associated with the project. -. Walking down the streets of Lower Highland neighborhood today one can sense hope that wasn't ~#here just one year ago. Passing a boarded up house on 35th Avenue, both visitors and neighbors alike can now envision it occupied by a family of first-time homeowners. Miracles can happen in a neighborhood, as Del Norte has proven with the Pdiblock- Yacovetta Terrace, with equal doses of determination and hope. 5 Building a Coalition for a Better Acre When the city proposed a plan in January, 1982, to raze the historic Acre Triangle area of Lowell, b4ass. , and construct in its place luxury apartments, local residents rallied together to put a halt to the plan. Community leaders agreed that the chronically depressed neighborhood economy needed a boost; they did not, however, view massive displacement of low-income Hispanic residents as an acceptable route to revitalization. "The first time they paid any attention to us was to sav 'we don't want you people living there,"' said Juan Molina, who became a board member of the newly created Coalition for a Better Acre (CBA). Juan and other CBA leaders were determined to design and implement a neighborhood-generated strategy for revitalization that would benefit existing residents. An essential element of the plan would be the creation of homeownership opportunities in an area where 99 percent of the units were owned by absentee landlords. Through a series of neighborhood meetings and with the help of a professional urban design team , a comprehensive plan for the entire six-block area was designed.. The plan included rehabilitation of four key vacant tenement buildings of historic value into 17 housing units and construction of 20 new one- and two-family homes on once-vacant lots. With the financial backing of a unique partnership of private and public resources, the CBA will complete work this spring on a $2.3 million redevelopment project in the Triangle area. Private financing included a $50,000 loan from the National Trust's Inner-City Ventures Fund and loans from Aetna Life and Casualty and the First Bank of Lowell. Public funds included monies from HUD's Urban Development Action Grant (UDAG) program; state grants and rental housing subsidies; a loan from the Massachusetts Government Land Bank; and local support from the Lowell Historic Preservation Commission, Lowell Development and Financial Corporation and the Episcopal City P.~ission . Looking back over CBA's struggle to stop the demolition of the Triangle neighborhood, President Charles Garguilo noted recently that the neighborhood group came a long way in four years. "When the CBA put forth its original proposal in 1982 we had only that vision -- no financing, no experience and no political clout," said Gargiulo. "The strength of the community working together enabled us to over. come these limitations and begin to turn the neighborhood around." Cornering Revitalization Historically an Irish-American neighborhood, Fields Corner in Dorchester, Mass. , is now an ethnically diverse blue-collar area. The Fields Corner Community Development Corporation was formed in 1980 to help revitalize the housing and commercial sectors of the neighborhood. The nonprofit organization had some development experience to dratV upon whe~ it began work on its latest success, rehabilitation of the 1874 Municipal Building. At the time Fields Corner developed its plan to convert the structure into below-market-rent apartments, office 6 Neighborhood youths are taught how to paFtacipate in revitalizing the Acre . Triangle area of Lowell, Mass. _. space and a restaurant, the Municipal Building had been gutted by fire and sat vacant. • Even after Fields Corner acquired the property, the organization's rehabilitation plan faced other difficulties, including loss of an anchor tenant after a year of lease negotiations and three restructurings of project financing. 1']ith technical assistance from several sources, however, the organization was able to substantially complete the rehabilitation in 1986. The unique financing arrangement for the $1.8 million project featured loans from a wide variety of sources including: the Local Initiatives Support Corporation; Massachusetts Development Finance Corporation ; Greater Boston Community Development; the City of Boston; The £iank of Boston; 1st American Bank; and a $100,000 loan from the National Trust's National Preservation Loan Fund. Currently, 12 artists are renting studio/living spaces at below-market rates in the building's upper floors. The majority of the first floor is leased to commercial tenants. The last major component of Fields Corner's plan, finding a restaurant tenant for the basement space, continues to require much of the organization's attention. Fields Corner's commitment to revitalizating its neighborhood was recognized recently by the Dorchester Board of Trade. The organization's executive director, James E. Schultz, recently accepted an award from the board for Fields Corner's "significant contribution to the business climate in Dorchester." National Trust Financial Services The National Trust offers . neighborhood-based community development organizations three financial assistance programs: Preservation Services Fund (PSF) The PSF provides matching grants to nonprofit organizations and public agencies to help initiate preservation projects. The $1,000 to $1,500 grants are used often to fund building reuse feasibility studies. 7 'Preservation-oriented conferences and educational programs are also eligible., Application deadlines are February 1, June 1, and October 1. " National Preservation Loan Fund (NPLF) The NPLF provides low-interest loans and loan guaranties to organizations and municipalities to establish or expand revolving funds and to undertake other real estate development projects that preserve historic buildings, sites and districts. A special endangered properties component of the fund provides loans to help preserve endangered National Historic Landmarks. PdPLF assistance can be used for acquisition, rehabilitation and related capital costs. Funds must be matched with local capital. The maximum loan is $100,000, with the average being $50,000, for afive-year term . .Inner-City Ventures Fund (ICVF) The ICVF is targeted to the revitalization of older neighborhoods for the direct benefit of low- and moderate-income residents, especially minorities. The fund provides grants, loans and technical assistance to 501(c)(3) nonprofit groups ~~ - t ~~ Conserve Neighborhoods(ISSN~0732-1708) is published 10 times a ,: .year by the Preservation Press; National Trust for.Historic Preser='-. vation,1785 Massachusetts Avenue, N W, Washington, D.C 20036,'-' `~ ,,,t ir-x~ (202) 673-4296 ~ ': _ f,i~- LindaGlisson, Suzanne Dane ~.': .~'~ ~„'.Editors ~: .. ~ ~ ~, . =r4 ~ - The annual subscription rate is 315 Third class postage paid at; Washington, D.C The National7Yust is the only national, private nonprofit organization chartered by Congress to encourage pub- ,: lic participation in the preservation of sites,.buildi'ngs and ob=:~. lects significant m Amencan history and culture. t y~. Support for the 1Yust is provided by membership dues endow ment funds, contributions and matching grants. from federal agencies, including the U.S. Department of the interior, National :' Park Service, under provisions.of the National Historic Preserva- :. iron Act of 1966. The opinions expressed in this publication do not .necessarily reflect.the views or_ policies of the Interior Depart-.• . ment. r .v:. r _ for housing and commercial rehabilitation projects that use preservation to counter displacement pressures. ICVF grants range from $20,000 to $50, 000; each is coupled with a low-interest loan of an equal amount. Award rounds are targeted to regions of the country as funding becomes available. Resources Inner-City Ventures Fund Plorma Cozart, .Program Officer Office of financial Services (202) 673-4054 National Preservation Loan Fund I.yn Howell Moriarity, Program Officer Office of Financial Services (202) 673-4054 Preservation Services Fund ~: 1`Iational Trust Regional Offices or contact: Lyn Howell Moriarity, Office of Financial Services (202) 673-4054 National Low Income Housing Coalition Barry Zigas, President 1012 14th Street, NW, Suite 1006 L'Vashington, D. C. 20005 (202) 662-1530 • Fields Corner Community Development Corporation James E. Schultz, Executive Director One Arcadia Place Dorchester, Mass. 02122 (617) 282-4290 Coalition for a Better Acre, Inc. . Debra Fox, Housing Director 7 Adams Street Lowell, Mass. 01854 (617) 452-7523 Del Norte Neighborhood Development Corporation PJlarvin Kelly, Executive Director 3401 Pecos .Street Denver, Colo. 80211 (303) 433-09.24 • . ~_ ~f~ Nonprofit Org. U.S. Postage PAID Washington, D. C. - Permit No. 8803 CONSERVE I~F.IGHBORHODDS • A newsletter for citizen organizations puh- lished by the National Trust for Historic Preservation, 1785 Massachusetts Avenue, N.W., Washington, ~D.C. 20036 (202) Return Postage Guaranteed 673-4047. ~~ ~ U.S. De artment ' o f Tra n s o rt a n o n O(f cegof the Secretary p Fifteen transportation projects in varied U.S. locations received Outstanding Public Service to Transportation and Historic Preservation Awards from the Secretary of Transportation, Elizabeth Hanford Dole and the Chairman of the Advisory Council on Historic Preservation, Cynthia Grassby Baker. The presentation ceremony was held on May 15, 1986, in Washington, D.C., at the headquarters of the National Trust for Historic Preservation. The awards presentation was the highlight of a conference sponsored by the Department of Transportation and the Council. In announcing the awards to 16 recipients involved in 15 transportation projects, Secretary Dole said, "What a delight to present these awards during National Historic Preservation Week and the 20th anniversary of the National Historic Preservation Act. We have reached many milestones in preservation since the Act first became law. But I know of no better tribute to the legislation of 1966 and those whose foresight brought it about than the projects and people we recognize today." Chairman Baker of the Council cited the winning projects as excellent examples of the federal, state and local part- nership in protecting our national heritage and moving for- ward with our transportation system improvements. "The Council is proud to be a part of the endeavors honored to- day" said Chairman Baker. The awards recognized individuals and organizations at the state and local level in the public and private sectors. The transportation projects involved innovative and creative approaches to the needs of historic preservation. Prior to the awards presentation, the recipients, DOT and Advisory Council staff members, as well as preservation profes- ::i Three city mayors proudly received awards from Secretary Dole at the preser• ration ceremony held at the National Trust for Historic Preservation Head- quarters In Washington D.C. The mayors are, left to right: John W. Hurley, ayettevllle, North Carolina; Robert Kennedy, Lowell, Massachusetts; Stephen . Reed, Harrisburg, Pennsylvania. SECRETARY HONORS 16 WITH AWARDS FOR OUTSTANDING TRANSPORTATION-HISTORIC PRESERVATION SERVICE Biennial Program Cites Transportation Projects for Innovative and Creative Solutions to Historic Preservation Problems In Private-Public Sectors ~..~.q-~ _ _"eft `1$-~• .'L°~~ +•' ~ ~ ~' "-•~yT ~~ ~> ti ti, i . . =-- { ~, , day + ~~~ ~~~ ~~ _ ~ ~ i ~~ ~ - . ia~ :~`: _ -_. -- . 4 ~ a ~ ~ ~ ~ ~ ~~ ~ ~ i . • .~ John P. Cavallero, Executive Director, New Haven, Connecticut, Parking Authority, one of the 1ti recipients who received awards for Outstanding Public Service to Trensportatlon and Historic Preservation from Secretary Dole (right) and Chairman Baker of the Advisory Council on Historic Preservation. sionals from other federal agencies and organizations, par- ticipated in discussions of the projects. The conference at DOT headquarters and the presentations at the Trust Building featured photographic displays of the award win- ning projects. Nominations Open Now 1988 Awards for Outstanding Publrc Service to Tralnspolrtation and Historic Plresenration --______ See Back Page for Details on Submitting Entries CONFEREES STRESS PROVEN The elements and techniques for success used by the winners of the 1986 Awards for Outstanding Public Service to Transportation_snd Historic Preservation, not surpris- ingly, were similar to those discussed in the 1984 awards conference. Six elements were identified in 1984 as essential for transportation agencies, State and local government and private organizations to blend historic preservation and transportation interests for successful projects. They were (1) Good will and community spirit, (2) Adequate funding, (3) Strong management, (4) Comprehensive planning, (5) Continuous coordination, and (6) Effective communications. Some or all of these elements were in each of the 15 award winning projects for 1986. The 1986 conferees appeared to have refined these elements and honed their professionalism. Even in the grassroots operation of the Shafter, California Historical Society, the volunteers were knowledgeable of techniques used to raise seed money and in developing the theme of "one individual can make a difference" type of coopera- tion and community spirit. As funds become tighter for preserving and mitigating im- pacts on historic transportation resources, the conferees' management and planning techniques utilized networking for raising funds. Some winners avoided public agency fund- ing when the "chips were down" and swiftly coordinated with other historical groups for funding. The East Brother Light Station, Inc. is a case in point. When faced with a cash crisis, it approached successfully a sister historical society for loan of a revolving fund to tide it over. This financing technique enabled them to keep up the volunteer labor en- thusiasm by avoiding a shutdown of the project. "Every. project was noteworthy for its effective com- munications including marketing. Raising money and at- tracting volunteer workers was essential to the Hudson River Maritime Museum, the United States Lighthouse Society and the La Guardia Airport Mural Restoration pro- grams. Changing apathetic or neutral feelings about their projects was a paramount goal of these organizations if ELEMENTS OF SUCCESS they were to become a viable community service. Pride in the past -was the essential ingredient to be sold and the payoff was an educational experience for the community. The appeal of these organizations and their goats ranged from national (Lighthouse Society) to regional (Hudson River Museum) to local (La Guardia Airport). The large and costly preservation projects exhibited an extraordinary degree of professionalism in packaging, fins clog, redevelopment, managerial guidance and adaptiv~ reuse. In St. Louis, highly regarded Oppenheimer Proper- ties of New York, undertook the nation's largest adaptive reuse project with the St. Louis Union Station. The plan was daring but well planned. So, too, was the innovative Lowell Trolley System,. reusing existing railroad tracks. Com- prehensive planning and coordination brought together equipment, craftsmanship, city and railroad officials' cooperation and community acceptance. Conference discussions portrayed the growing con- fidencethat highly competent State and local agency staffs have in developing creative preservation and reuse projects. Colorado, New Jersey, and Oregon Department of Transportation agencies are representative examples. Sensitivity to historic resources is now commonplace with these agencies and produces planning that results in win- ning projects like Colorado's outstanding State bridge survey, New Jersey's exemplary management of the Tren- ton Archaeological Complex, and Oregon's commitment to enhancing the scenic Columbia River Highway and a plan to protect its covered bridges. Cities have taken a flexible and practical approach in car- rying out projects for reusing their built historic transpor- tation environment. New Haven, with its people on board, developed a positive atmosphere for solving problems that otherwise often delay or thwart projects like its revitalized mainline railroad station. Fayetteville, North Carolina, mind- ful of the community's need to know its past, deftly wo~ downtown development and transit plans and preservatl~ without interfering with business. (Continued on Page 12) 2 Prior to the awards prosentatlon, wlnnero met et the DOT Building for discus- historic prossrvatlon. Confeross concluded that the tronsportatlon leadership slon on their projects. Also partlclpating were historic preservation coordinators role needs to be continued In historic preservation In establlshing standards from DOT Adminlstrotlona and a number of guests In the sudlence Involved In and fostering an environment that sncourogea proaervatlon. -THE WIIVNIIVG PROJECTS The 16 awards are listed In the order of presentation by Secretary Dole and Chairman Baker. 1. Project: HARRISBURG, PENNSYLVANIA TRANSPORTATION CENTER Recipient: Harrisburg, Pennsylvania Redevelopment -Authority, represented by Stephen R. Reed, Mayor of Harrisburg. Funding; $13.4 million-70 percent provided by UM- TA, balance by Pennsylvania DOT, Depart- . ment of Community Affairs and the Historical and Museum Commission. Work: Rehabilitation of the Pennsylvania Railroad Station and its two train sheds into a facility for Amtrak, intercity buses and local mass transit. Future proposal is to use aban- doned rail spur to connect with Harrisburg Airport. Problem: Station by 1970 was an excellent example of urban blight, largely vacant, sheds on ' the verge of collapse and station minimally used for transportation. State historic preservation officer opposed destruction of the historic property. Solution: The Redevelopment Authority secured a master lease from Amtrak which opened up the station space to private development and public use. Plans were made to restore the building's original materials as well as the exterior of the historic building. Road access for vehicles was improved and sur- rounding site clearance was undertaken. The station rehabilitation became a pivotal ,f ~ 4~~z ~~~a ~~ I~ . ..__ 1. Rebecca Herbst, staff hlstodan at the Colorado Department of Highways, coor- dinated the devclopment and Implementation of a state bridge survey and prsser• vatlon plan. At the conference she cited the planning advantages of such a program to the highway engineers. role in reversing the downward spiral of Harrisburg's central business district. 2. Project: ST. LOUIS, MISSOURI UNION STATION Recipient: Openheimer Properties, Inc., New York City, represented by James H. Levi, President. Fundi,ig: $140 million; qualified for historic invest- ment tax credits; HUD Urban Development Action Grant of $10 million. Work: The largely unused historic and grand St. Louis railroad station comprised 40 acres of land, over a million square feet of buildings and a 266,000 square foot Vic- torian main terminal. The area was adap- tively reused for a hotel, retail, restaurant and entertainment facilities and is the largest reuse project in the United States. Problem: The terminal building and train sheds aban- doned for seven years had been and were a decaying white elephant. The problem was to creatively adapt it for use before it was torn down and to find an agent to be the catalyst for the endeavor. Solution: Oppenheimer Properties looking for invest- ment hotel sites happened upon the St. Louis station and through the vision of its president put together a package of rede- velopment, guidance, financing and adap- tive reuse to transform the site into a uni- que marketplace. Superb restoration and later affiliation of the Rouse Company com- bined for success. (Continued on Page 4) 3 ~ The Harrisburg Redevelopment Authority Chalnnan, Bernard Hammer peft>, and Mayor Stephen R. Reed ere shown with their award In (root of the display of the outatanding railroad station rehabllltatlon protect In Harrisburg, Penn- aylvanla. The historic structure Is now the city's transportation center. WINNING PROJECTS (Continued from Page 3) 3. Project: OVERALL CONTRIBUTIONS TO PRESERVATION OF HISTORIC TRANSPORTATION FACILITIES Recipient: Dr. Emory L. Kemp, West Virgina University. Work: A distinguished civil engineer and industrial archeologist in England and the United States, Dr. Kemp is renowned for his research in structural concrete and as a Smithsonian Regents Fellow on the first history of suspension bridges. He prepared the West Virginia bridge survey (4,000 structures) which has become a model for several other states and prepared the Na- tional Register nomination for the state's covered bridges. A bridge consultant for many states, he also worked on preserva- tion projects such as John Roebling's Delaware Aqueduct, as a canal specialist on the preservation of the Alexandria Canal, and as an industrial archeologist on the New River Gorge National River. Problem: An example of Dr. Kemp's expertise, the Wheeling Suspension Bridge, a National Historic Landmark, was proposed for replacement. The 1849 bridge was the largest in the world when constructed. The problem was to restore the bridge to safe use and maintain its structural integrity. Solution: Dr. Kemp prepared a plan and specifica- tions to restore ~ihe bridge in conformance with its needs and served as a volunteer consultant throughout this project. His recommendation for rewrapping the cables and readjusting the weight of the cables on the anchorages proved in- valuable. The bridge was restored at a cost of $2.4 million; a new bridge would have cost an estimated $24 million. 4. Project: NATIONAL PROGRAM TO RESTORE AND PRESERVE LIGHTHOUSES Recipient: United States Lighthouse Society, San Francisco, California, represented by Sally Wheeler, Secretary. Funding: $28,000 FY 84-85 primarily from member dues. Work: A historical, non-profit organization, established in 1983, to inform and enter- tain people interested in America's lighthouses and lightships and restore and preserve them as a national legacy. Oppenheimer Properties, Inc., New York Clty, completed the largest reuse pro- ject In the nation with Its restoration and rehabilitation of the massive Union Station In St. Louts. Oppenheimer President, James H. Levi (Ann McEnroe, Harrisburg project consultant to the left) credits the historic preservation tax credits as the pro)ect catalyst. Problem: In 1800 there were 16 American lig~ houses, but by the turn of this century there were 800 manned stations and light- ships. Today there are only 36 manned sta- tions and no lightships. In the 60's and 70's numerous lighthouses were razed or al- tered so as to lose their historic signifi- " cance. Automation led to unmanned sta- tions and vandalism threatened their physical integrity. The Coast Guard began to look for creative uses for the unmanned lighthouses to protect this part of our na- tional heritage. There was a need to bring the situation to the attention of the public. Solution: The Society was launched in 1983 to assist in the preservation of lighthouses and to make the nation aware of the problem. Over 1400 members joined the organization in the first year. The Society inaugurated a quality publication, the Keeper's Log, published each quarter. It plans a research library on lighthouses, assistance to citizens to obtain leases on lighthouses and com- munity support programs. 5. Project: DEVELOPING AND IMPLEMENTING A STATE BRIDGE SURVEY AND PLAN Recipient: Colorado Department of Highw Denver, Colorado, represented by Re~ ca Herbst, Staff Historian. (Continued on Page 6) 4 SAFETY & INTEGRITY OF HISTORIC TRANSPORTATION STRUCTURES by Emory L. Kemp, West Virginia Unlverslty • Following the First World War, The Rev. W.A.R. Good- winbegan aproject which, with support of the Rockefellers, resulted not only in the restoration of Williamsburg, Virginia, but also marked the beginning of the historic preservation movement in America as an organized activity led by pro- fessionals. This was followed by the establishment of the Historic American Building Survey as a New Deal program in the depths of the Great Depression, whose mission was to employ out of work architects to record historic and ar- chitecturallysignificant structures. It was not, however, until the Historic American Engineering Record was established in 1969 and Congress passed the historic preservation act that engineering structures and particularly bridges were considered for preservation, with a few notable exceptions. This emphasis has resulted in the inventorying, rating and recording of numerous bridges across the nation in an ef- fort to meet federal regulations. Equally significant, this new concern for the preservation of historic engineering works has led to the restoration and renovation of an increasing number of bridges and other structures associated with the development of transportation systems in America, in- cluding railway and canal works as well as highway bridges. At the same time the preservation movement was developing, engineers were struggling to provide standards of practice and building codes which would insure a minimum standard of safety for any structures designed according to code provisions. Thus, structures proportioned according to codes of practice would be serviceable under expected live loads and behave in a ductile manner under overload conditions. The standards would provide an ade- quate margin of safety between expected service loads and ultimate loads which would cause collapse. As a result many traditional building materials such as cast iron or plain concrete were not allowed to be' used. For engineers en- gaged in preservation work this has posed a dilemma be- tweenthe engineer's concern for safety and serviceability and the preservationist's desire to preserve the integrity of the historic fabric of a given bridge or building. Thus, modern building codes and standards of practice have proven to be of little use in assessing the safety of many historic structures composed of obsolete materials and/or using obsolete structural systems. For example, in the nine- teenth century engineers routinely used a factor of safety of eight for cast iron columns to account for defects such as undected flaws and also to account for any eccentric- ity in loads, because the columns were assumed to be ax- ially loaded. Modern load factors which are typically 1.7 for live loads and 1.4 for dead loads do not seem appropriate for old cast iron columns, but neither does a factor of safety of eight applied to design stresses. The beginning of the twentieth century marked the ad- vent of the two-way reinforced concrete slab and the in- troduction of a variety of proprietary steel reinforcing systems to overcome concrete's weakness in tension, which established this composite material as a new struc- turat medium. In many cases these early reinforcing systems do not meet current codes of practice and yet they have given very satisfactory service for decades under in- creasing loadings. Thus, the preservation engineer is left to make a personal judgement of factors of safety, often based upon insufficient evidence. With the prospect of a growing number of engineers in- volved in the renovation or restoration of historic bridges and both architects and engineers restoring or using adap- tively older buildings the need for safety standards for historic structures is an urgent matter if failures are to be avoided. The historic preservation movement cannot afford to have a spectacular failure such as the "skyway" col- lapse in Kansas City. Of all the categories of structures one encounters in preservation wark, bridges hold a unique position. They represent a case of "pure" structure in the sense that they are constructed for the sole purpose of carrying loads in the form of traffic. As a result they are not easily adapted to other uses and to survive they must continue to carry traffic, often in excess of their original design loads. Only in the case of national landmarks can one consider retir- ing historic bridges from active duty and expect them to be well maintained. Thus, in the case of the preservation of historic engineer- ing works it is essential that the Federal Highway Ad- ministration be involved in a leadership role in establishing the means of developing standards and code provisions for historic bridges, which would also be applicable for a wide range _of historic ;structures. This effort should be in cooperation with other groups who have had experience in historic preservation and include such agencies and organizations as the National Bureau of Standards, The American Institute of Architects, The American Society of Civil Engineers and the Association of Preservation Technologists, together with the Transportation Research Board. DF l1f,1F1 t Af.\fV West Virginia Unlverslty Professor, Dr. Emory L Kemp, pictured with his wile, received en Individual award es a dlstingulshed civil engineer and Industrial archeologist. Renown for his bridge researoh and studies, he hed a ma jor role In restoring the fsmoua Wheeling Suspension Bridge. Hls guest article Is on this page. 5 WINNING PROJECTS (Continued from Page 4) Funding: FHWA Bridge Replacement and Rehabilita- tion Program (HBRRP) and State Highway Department. Work: The inventory of bridges is an important step in the preservation of historic bridges. States may use HBRRP funds to determine historic significance and prepare a plan for bridge rehabilitation or replacement with consideration for their historic significance prior to initiating an actual project. Problem: Compliance with federal regulations in- volved in the planning of bridge replace- ment projects and with historic preserva- tion regulations often are at odds at the time of construction without prior planning for both concerns. Without an inventory of bridges and a treatment plan for those of historic significance, delays are en- countered in, rehabilitating or replacing historic bridges. Solution: The state highway agency, through the Col- orado Historical Society, initiated a statewide historic bridge survey. Approx- imately 550 bridges erected before 1945 were evaluated for historical and engineer- ing significance. Of these, 64 were deter- mined eligible for the Plational Register of Historic Places. A statewide plan was then formulated for treating the bridges when proposed for rehabilitation or replacement in the context of the entire historic bridge resources of the state. The Colorado survey is notablefor its approach to inven- torying, evaluating, and grouping the bridges as representative examples of Col- orado'sbridge design as only three bridges were of national significance. 6. Project: TROLLEY SYSTEM REUSING EXISTING RAILROAD TRACKS AND BUILDING NEW TROLLEY CARS Recipient: Lowell, Massachusetts, Historic Preserva- tion Commission, represented by Robert Kennedy, Mayor of Lowell. Funding: One million dollars-Federal, State and City. Work: The Commission has developed the Lowell National Historical Park in the heart of 19th Century industrial Lowell. It restored mills, 5.6 miles of canals, and a Victorian downtown. It conducts tours under the auspices of the National Park Service. Its urban park centers on the birth of the industrial revolution and its subsequent effects on the nation. • Arther G. Kadel (left), an auto parts dealer In Shatter, CalHomla, took charge of rehabilitating and reusing the small town railroad station, and convinced many townspeople to volunteer time and skills. Donations and fund•ralsing projects assisted the project encouraged by Kern County Council of Govern- ments Executive Director Mark Glbb (right). Problem: Dispersed historic sites and canal access pointsi in the downtown required a trans- . portation system connected with the canal barges. A projected million tourists per year could not be accommodated if all were to use private autos. There also was a desire to bring back authentic turn of the century trolley cars, once common in Lowell. Solution: The Commission decided to use existing railroad tracks that laced through the mi yards and downtown by lease agreemen with the B and M Railroad. Original trolley running gear and fixtures were obtained from Australia and authentic replica trolleys built in Iowa. A catenary system _ was constructed for electric power. Year round service in 1986 is projected to serve 338,000 round trips at a projected cost of 42~ per passenger trip (free rides). The trolleys increased visitors to the park by 35 percent in 1985. 7. Project: REVITALIZING AND PRESERVING 55 HISTORIC TRAIN STATIONS Recipient: New Jersey Transit, Newark, New Jersey, represented by Alan Dustin, Vice President and General Manager. Funding: $25,000 to $20 million per station from FRA, other federal agency grants, N.J. Transit, and local contributions. Work: New Jersey Transit is a statewide mass transportation agency. It seeks to serve the public through improved station facilities and commuter service. Problem: New Jersey Transit inherited a large col- lection of neglected and deteriorated railroad stations whose futures were in doubt. In addition, 55 of these stati were listed in the National Register Historic Places and represented many (Continued on Page 8) 6 A STRATEGY FOR MARKETING RIVER HISTORY By Marita Lopez-Mena, Hudson River Maritime Center • One of the most important factors in the growth and suc- cess of the Hudson River Maritime Center has been the use of marketing. In the early days of the museum (way back in 1980), we recognized that defining our image was essential to establish the institution in the community and beyond. Naive as we were in so many ways, we had no doubts that in order to survive we had to communicate con- stantlywith our audience and our potential audience. Unlike venerable, established museums, we did not question whether or not marketing our museum was undignified. We set out to plan a marketing strategy, with dignity. Marketing is not just a matter of determining your au- dience, but more importantly, defining the institution's im- ageand communicating it effectively. We began to assess our strengths and weaknesses and utilize both to our ad- vantage. We didn't start with a vast, or unique collection, but we certainly needed one, so we admitted the weakness and began actively seeking pertinent acquisitions. Each donor then automatically became an Honorary member of the museum for one year. We didn't have an endowment either, we were poor., so we encouraged people to be generous and invest in our newness. What we lacked in expertise we were quick to acquire by inviting consultants to help us. Last but not least, we let everyone know how energetic we were and became a magnet for volunteers. All of these things combined defined our image as a new, innovative, energetic organization welcoming creativity-and participation. Of course, had the people involved been dif- ferent, our image would have been different. Institutions have personalities. Ours was not necessarily an image meant to last forever but rather a way to get the museum off the ground. In the years to come the image~will change as the institution goes through various stages of develop- ment. When formulating marketing plans for the future this will have to be taken into consideration." Having established a dynamic image, we began to reach out to who we thought our audience was. I say thought, because we were not sophisticated enough for marketing surveys but rather followed our hunches. We felt the best way to develop a broad audience, which was necessary to establish ourselves as a regional museum, was to invite as much participation as possible. With this in mind we an- nounced our presence everywhere, with every means that came to hand, and invited the world to our newly restored bulkhead. Interested people took us up on the invitation and spread the word about the great, new, little museum that had started up in the midst of Kingston's decayed waterfront. We invited groups such as the Antique and Classic Boat Society to start a Hudson Valley Chapter at the museum. The Hudson River Ice Yacht Association was enticed to work with us by the offer of a place to restore their members' ice boats and the loaning of warm rooms in which to have their membership meetings. We rented some of our building, a former building products warehouse, to tenants commercially active in the marine trades. In -ex- change for low rent they allowed our public to view them a~ Marlts Lopez•Mena, Executive Director of the Hudson River Maritime Csntar, Inc., discusses techniques used In developing a new museum, merketing Its usefullness and building community Involvement In Its activities. Her guest article on this page describes the winning program. at work. We also bargained no rent for in-kind services that we could not possibly afford. The boatshop keeps us from being a museum with only static .exhibits, and com- municates asense of life that the public enjoys. When a small, young organization markets itself, it must be very resourceful. Careful planning and allotment of miniscule funds for:advertising are critical for success. A sense of fun doesn't hurt either. Last year one of the boat- shop's clients decided to donate a boat to the museum. Development gifts such as this provide scarce operating budget monies and are very welcome. This particular boat, however, was a 38' racing catamaran, and we began to think what a shame it would be to put it in storage to sell three years hence. How could we use it?The boat became "Hudson Valley Spirit", sponsored in races from New York to Boston by the Avis Corporation. Volunteer crews par- ticipated in races, news of the young museum and its boat spread throughout the region, and the museum had a new corporate donor. A seemingly light hearted project became an important marketing device netting the museum 13,000,000 mentions over afour-month period. Lest anyone conclude we only think about marketing, let me assure you that we are a serious museum. Our state- ment of purpose is "to preserve the maritime heritage of the Hudson River" and we work very hard at it. Museums do not exist to create events and attract crowds, but to follow their purpose for the enlightenment of all who enter their doors. We have an exciting education program, and a lec- ture series, and an oral history program, and we are the stewards of the Kingston lighthouse. We work cooperatively with other groups on the river who share a common goal. We believe that keeping ourselves before the public invites their participation and'ts in everyone's best interest. 7 WINNING PROJECTS (Continued from Page 6) different styles of architecture as well as the varied economic and social character of the respective communities. Solution: New Jersey Transit created a program which would minimize costs while rehabil- itating the historic structures, increasing ridership and encouraging local pride. The program included station leasing to munici- palities and businesses for adaptive reuse. Through the use of historic rehabilitation investment tax credits it promoted 15 year plus agreements to lease excess portions of the stations to businesses such as a restaurant, a bank, a small boutique or a gift shop. The station rehabilitation projects became cooperative efforts between New Jersey Transit, the local municipality and private enterprise to transform eyesores into eyeopeners. ~. 8. Project: RESTORATION OF THE MURAL "FLIGHT" AT NEW YORK CITY'S LA GUARDIA AIRPORT Recipient: Tim Peirce, General Manager of La Guar- dia Airport and Geoffrey Arend, Publisher of Air Cargo News. Funding: $75,000 from Laurence Rockefeller and Dewitt Wallace and the Port Authority of New York and New Jersey. Work: The Mural "Flight" was the last mural painted under the fine ai#s program of the WPA. The epochal work was 12 feet 3 in- ches high and 235 feet in circumference. It was done over a 3-year span (1938-1942) by artist James Brooks. It adorns the Marine Terminal at La Guardia Airport from which the famous Pan American Flying Boat Clippers operated. Problem: The Flying Boat era ended at the Marine Terminal at the conclusion of World War II. Few, if any, passengers used the small terminal with the advent of the DC-3 and 4 airplanes and the building fell into disuse and the mural subsequently was covered with green industrial paint. When Tim Peirce took over as airport manager, he discovered the beautiful painting under the paint and grime. Solution: Peirce began a program to restore the painting and enlisted Geoffrey Arend, an aviation history and art deco enthusiast, to raise the money for restoration. Many Award winners and DOT historic preservation personnel at the conteroncs. Lett to right are award recipients John Vincent (East Brother Light Station, San Francisco) and Wilmer Faust (Harrisburg Redevelopment Authorltyr next Is Marilyn Klein, Federal Railroad Administration, Dr. Robert Schelna and Lt. Robert Hayden, both or the Coast Guard. Ms. Klein and Dr. Schelna served on the awards review board. __ _1 private and corporate plane operators using the refurbished terminal joined the Peirce-Arend program to restore the mural. 9. Project: SAVING AND RESTORING THE SHAFTER, CALIFORNIA SANTA FE RAILROAD STATION Recipient: Shafter Historical Society, represented, Arthur G. Kadel, President. Funding: $125,000 from community fund drives, city contributions, donations from various interests. . Work: The Shatter Historical Society was formed to specifically save the station from demoli- tion and continue as a center of community pride in their history and heritage. Problem: The Sante Fe Railroad announced its inten- tion to demolish or dismantle the town's 1917 depot. A major part of Shafter's history would be lost with this proposal. Solution: Twelve members of the community met in July 1979 to form the Shafter Historical Society and to specifically save the depot. The railroad agreed to donate the building if it was moved off railroad property. A local family donated land, the Society raised $20,000 for the move, and the City Coun- cildeclared the depot a historical building. Following the move with the help of volunteers, donations and fund raising pro- jects, work proceeded on restoring the building at the new location. In October 1980, the new museum was dedicated the Chamber of Commerce occupied an fice section of the building. (Continued on Page 10) 8 ~ MANAGING THE TRENTON COMPLEX ARCHEOLOGICAL PLAN It is imposible for a man who takes a survey of what is already known, not to see what an immensity in every branch of science remains to discovered... . (Thomas Jefferson) At the time the New Jersey Department of Transporta- tion (NJDOT) began to consider the archeology of the Ab- bott Farm National Historic Landmark, it was realized that lifetimes could be productively spent exploring and examin- ing the archeological remains. (In fact, in the late nineteenth century two archeologists-Charles Abbott and Ernest Volk-essentially did just that.) History limited the options. Planning for the completion of Interstate Routes 295 and 195, and NJ Routes 29 and 129 in and around Trenton, New Jersey, began in the 1950s. In the mid-60s alignment approvals were granted, final design was complete, right-of-way acquisitions and reloca- tions had begun, and major portions of the highway system were built. In 1976, a 2,000 acre area surrounding the loca- tion where the four highways would converge was designated the Abbott Farm National Historic Landmark (AFNHL). There was no practical way of avoiding this nationally important archeological site. Thus began the planning for the most complex and comprehensive ar- cheological study yet conducted in New Jersey. With only preliminary archeological information available, a phased management plan for coordinating the activities of the archeological program was devised which still guides the Abbott Farm investigations today. The plan defines channels of communication and responsiblities among federal and state agencies, the consultant, and the ar- cheological community; provides cost checks and balances, and detailed schedules; is sensitive to current archeological research and methods; and is sufficiently flex- ible to address the unexpected. Above all, the plan i5 framework for action. Before the current work began, there was a perception that the Abbott Farm contained an almost continuous distribution of prehistoric artifacts. The site had a history of professional investigation, artifact collector activity, and incidental discoveries made during housing construction. However, no attempt had ever been made to draw together information from the diverse sources and define the extent of the archeological remains in and surrounding the AFNHL. Working with the archeological consultant, Louis Berger and Associates, the first phase of the project was design- : ed to determine the nature, extent and integrity of the ar- cheological remains. By integrating geomorphological studies, environmental information, museum research, col- lector interviews, and selected systematic archeological testing within the highway alignments, it was discovered that the AFNHL actually comprises numerous smaller sites, • reflecting a diverse range of human activities spanning 12,000 years. Information from this initial phase was suffi- cient for the Federal Highway Administration (FHWA) and the NJDOT to seek reviews and receive approvals from By Lauralee Rappleye~Marsett, New Jersey Department of Transportation the State Historic Preservation Officer (SHPO), the National Register of Historic Places, and the Advisory Council on Historic Preservation (ACHP). More than thirty archeological sites were defined. Sites were ranked according to their integrity and potential to pro- vide important archeological information. Where possible highway alignments were modified to either avoid sites or minimize the effects of construction on sites. Fourteen significant sites could not be avoided. The archeological staff of NJDOT developed site-specific scopes-of-work and cost estimates for archeological data recovery for each of fourteen sites. In response, the consultant described ap- propriate research objectives, detailed the procedures to be used, and developed schedules for the investigations. An innovative management technique was developed to reduce chances of delays that can result from unforeseen important archeological discoveries. Two classes of ar- cheological excavations were established, basic excava- tion units which were to provide the sample necessary to meet defined research goals, and a pool of reserve excava- tion units used to examine and recover unexpected signifi- cant archeological deposits. Any use of reserve units required explicit justification and prior approval by NJDOT. Frequent monitoring and review of the project progress insured that previously established budgets and deadlines were met. NJDOT representatives visited the site at least weekly. At these on-site meetings the principal archeologist presented a brief summary of development at the site and the progress of the work within the excavation schedule. Bi-weekly management status reports were prepared, as well as more detailed monthly techn;cal progress reports. Much of the success of the Abbott Farm project is at- tributable to close coordination during all stages of the Project between NJDOT and FHWA, the consultant, the SHPO, and regional archeologists. Frequent interaction (Continued on Page 10) :.r ~/ r(c 9 Saving and restoring a most unusual mural et LaGuarda Marine Terrnlnal, New York Clty, was the accomplishment of Tlm Peirce, General Manager of the La Guardia Airport (left) and Geoffrey Arend, Publisher of Alr Cargo News. The panoramic mural "Flight" depicted man's quest to fly. • WINNING PROJECTS (Continued from Page 6) 10. Project: PRESERVATION OF HUDSON RIVER MARITIME HISTORY Recipient: Hudson River Maritime Center, Inc., Kingston, New York, represented by Marita Lopez-Mena, Executive Director. Funding: $250,000 initial building purchase and establishment of museum in 1983. Work: Museum created to preserve the maritime heritage of the Hudson River and is located on the waterfront neighborhood of Rondout in Kingston, New York. The organization was formed by the efforts of the National Maritime Historical Society, the Alexander Hamilton Society, and Ulster County citizens in 1980. Problem: The long rich history of the Hudson River Valley was not being preserved in a com- prehensive manner in any one institution. Maritime artifacts, particularly from the steamboat era, were disappearing from the valley because no repository existed in the valley to collect, preserve and display them. Solution: The organizing groups opened astore-front museum in 1980 to display artifacts and act as an educational institution to reach TRENTON (Continued from Page 9) occurred with the local archeological community-seeking its opinions, drawing on its experience, and making presen- tations regarding results of the work. Most of the archeology is now complete, and a com- prehensive overview of the AbbottFarm excavations will be prepared shortly. The overview will draw together the diverse information that is presented in individual site reports. In the meantime, the public benefit has not been ignored. Rutger's University archeological field school participated in one of the excavations, and frequent tours of the excavations were arranged for the benefit of New Jersey and Pennsylvania school groups, scout groups, state and federal employees, and professional and avocational archeologists from throughout the Mid-Atlantic and Northeast regions. The response was so positive that a public relations coordinator was designated to schedule the visits. In addition, the ar- cheologists involved, including NJDOT staff archeologists, have presented numerous papers throughout the country stemming from the research generated by the Abbott Farm project. Papers have also been published in a variety of pro- fessional and avocational journals and bulletins. Much creative energy has been expended on the Abbott Farm archeological project. The NJDOT has successfully accomplished a major and valuable archeological under- taking without delaying construction schedules. This was accomplished by means of the coordination that took place among NJDOT, FHWA, the SHPO, and the archeological community, as well as the system that was set up to help manage project progress and costs. tiEW JERSE'1 S0.CNSR - ~_'_.. New Jereey Trenslt revitalized and preserved 55 historic train atatlons Ilatsd In the National Register of Historic Places. Dustin Hoffman, Vlce President and General Manager, promoted the station rehabllltatlon as a means of Increasing ridership. Lynn Drobbin, Environmental and Historical Specialist, Implemented the program for the agency. out into the community to raise awareness • of the river valley heritage. The museum at the new location is now the first of the state's 13 Urban Cultural Parks Visitor's Centers to open. Its paid staff and vol- unteers have leased the 1512 Rondout Lighthouse from the Coast Guard, reno- vated it and opened it to the public with ac: cess by boat on weekends. 11. Project: DOWNTOWN TRANSIT MALL WITH HISTORIC AND ARCHEOLOGICAL PRESERVATION Recipient: City of Fayetteville, North Carolina, repre- sented by John W. Hurley, Mayor of Fayetteville. Funding: $3.5 million provided by UMTA, the City and North Carolina Department of Transportation. Work: The City for several years has been plan- ning and implementing an ambitious pro- gram of downtown revitalization within the context of area's history and tradition. It designated the new transit mall as the "Olde Fayetteville Commons" recognizing that Hay Street was the focus of the com- munity's history and development since the 1760's. Problem: Several problems developed out of con- cern for the protection of downtown archeological resources such as streetcar tracks, an 1847 brick storm tunnel, water- works system, an 1849 plank road, conser- vation of wood artifacts, and restoration of the transit information center. City officials and preservationists were faced w~ developing plans to achieve developm and preservation without interrupting downtown businesses. (Continued on Page 12) 10 ~ JORDAN COVERED BRIDGE Innovative Use of Tax-Deductible Funds and Volunteer Military Units • • One of Oregon's picturesque covered bridges, originally scheduled for replacement and possible demolition, has been given new life at a different location. Instead of eliminating the Jordan Covered Bridge from the state's col- lection of 52 vintage structures, covered bridge enthusiasts can now celebrate its 50th birthday in 1987. For_the first time in recent history and possibly in Oregon's history, one of these wooden structures has been completely dismantled, transported to a new location and is being reconstructed. Care is being taken to retain the architec- tural and engineering integrity of the historic bridge, and it will continue its function as a stream crossing. In its original location, the Jordan Covered Bridge had become inadequate for modern traffic and required replacement. Project planning by the Oregon Department of Transportation included advertising the bridge in state and national publications and providing federal highway pro- ject funds for dismantling and moving the structure. Four cities were interested in acquiring the bridge. Stayton was able to organize and implement a plan for acquisition. A local newspaperman, Francis Dairy, in the town of Stayton, is responsible for starting the campaign which has made covered bridge history in Oregon. Under Dairy's leadership in late spring of 1985, a committee of eight citizens was organized to promote Stayton's acquisition of the bridge. Petitions in support of this project were cir- culated and presented to the City Council, who agreed to accept the bridge on May 20, 1985. In the next month, atax-deductible fund was established through the local Santiam Historical Society. Donations of money, labor, materials and equipment=are eligible for this deduction. The first donation of $200 was received from the Covered Bridge Society of Oregon, a statewide organization which had provided support and publicity during the campaign for bridge acquisition. Subsequently, donations were received from Oregon residents, the National Covered Bridge Society and covered bridge societies and individuals from other states. Various businesses and Stayton citizens provided labor, materials and heavy equipment including trucks, forklifts and cranes. Over several months, the original committee expanded and eventually incorporated as the.Jordan Bridge Company. Community fund-raising picnics and barbecues were held; and Jordan Covered Bridge T-shirts, complete with a sketch of the bridge, were produced for sale. A local cannery pro- vided donation cans with a drawing of the bridge, and these were placed in local stores. Food booths were set up at local and regional festivals, and replicas of the bridge were built by the Cub Scouts and by the fire department to enter in parades at nearby communities. The Jordan Bridge Company initiated a "Buy a Brick" campaign. A pathway will be constructed through the park up to the bridge using bricks inscribed with names of $25 By Maxine Banks, Oregon Department of Transportation Oregon's detsrtnlnatlon to-save Its 52 historic corerod bAdgss encouraged the town of Stayton to take action to preserve a structure scheduled for demoll- tlon. Maxine Banks, Cultural Resources Speclallst, Oregon DOT, (above) discusses the project In the article on this page. Pieter Dykeman, Environmen- tal Research Supervisor, accepted the award for the Oregon DOT. donors. Limited edition photos of the bridge were made available to those who donated larger sums. During the months of planning, the Stayton committee maintained contact with personnel from the Oregon Depart- ment of Transportation, who were able to provide original plans, reconstruction estimates and suggestions regarding sources for assistance. One of these suggestions, early in the campaign, was to involve personnel from military reserve units or correctional institutions as volunteer labor for reconstruction. These groups are often anxious to pro- vide work experience for .their people and are willing to participate in community projects. Stayton obtained com- mitments of assistance from the Oregon National Guard and, at a later stage, the Marine Reserves. In June 1985, the covered bridge was dismantled and hauled by truck to a storage site in Stayton. Approximately 150 pieces were match-marked by Stayton City Engineer, George Hall. A relocation site was selected in Stayton's Riverfront Park; and, in August, the National Guard donated the labor for site-clearing.. However, this site proved to be unsuitable. Undaunted by the temporary setback, the Jordan Bridge Company selected another site which provides a stream crossing between the city's Pioneer and Wilderness parks. In the late spring of 1986, site clearing and excavation for bridge abutments began at the new site. Volunteer labor was provided by the Salem Unit of the Marine Reserves, assisted by Hall and Bridge Company members. Engineer- ing consultation was provided, cost-free, by a retired State Parks engineer and an engineer from Oregon Bridge Engineering Consultants. As of September 1986, abutments, lower chords and trusses were in place. The Marines are scheduled to work one weekend a month until reconstruction is completed. Military (Continued on Page 12) 11 Sally Wheeler and Wayne Whgehr aro Sscrotary and Prosldsnt, rospecthely, of the United States Lighthouse Society. The award to the Society was for Its national program to restore and preserve Ilghthouses. Mr. Wheeler's guest article on page 14 reviews the creative reuse of the nation's Ilghthouses. WINNING PROJECTS (Continued from Page 10) Solution: The City and the consulting archeologist im- plemented archeological.monitoring concur- rentlywith construction activity. The.city put forth great efforts to preserve and protect its historic and archeological resources. Its "need to know" attitude toward its history constitutes an important part of its develop- ment goals and vision for the future. 12. Project: COLUMBIA RIVER SCENIC HIGHWAY ENHANCEMENT AND COVERED BRIDGE PRESERVATION Recipient: Oregon Department of Transportation, Salem, Oregon, represented,by Pieter T. Dyk- man, Environmental Research Supervisor. Funding: Not known on the Columbia River Highway and estimated at $250,000 for-the Jordan Bridge relocation. Work: In 1916, the Columbia River Highway was dedicated as the first major paved highway in the Pacific Northwest. It was an outstand- ing engineering feat and provided scenic vistas along its more than SO miles of highway. Today, I-97 has replaced it as the major east-west route, but the old highway is still popular with tourists. to another area of highway facilities, there is considerable interest in Oregon in the preservation of its more than 50 covered bridges. The Jordan Covered Bridge is a case in point. Problem: Both the Columbia River Highway and the covered bridges are recognized as impor- tant parts of the state's transportation history and technology. How does a state highway department deal with these historic resources? Solution: The Oregon Highway Division initiated plan- ning for these historic resources, motivated purely by concern for the state's and high- - way division's history. The Division recog- (Continued on Page 13) JORDAN BRIDGE (Continued from Page 11) personnel have provided exceptional assistance with the pro- ject and enthusiastic support of Stayton's volunteer a#forts. In addition to.~the preservation of an historic bridge and the enhancement of the two parks, there are other benefits from Stayton's efforts. Many local citizens have become involved and enthusiastic about the project, resulting in a unifying effect on the city itself. Not only has the campaign aroused more awareness of Oregon's heritage, but the suc- cess of this effort has inspired a renewed interest acid pride in the community and what they can accomplish. Stayton's progress has received considerable medi coverage in newspaper stories and TV programs and ha been closely observed by other Oregon cities who have now ,~ ~~ developed an interest in recycling historic bridges. The Stayton community, overcoming major setbacks, has writ- tenthe "how to" book from which others can benefit. Those who would preserve our historic covered bridges hope there are more Staytons-Vvho will save others from the fate that once faced the Jordan Covered Bridge. ELEMENTS OF SUCCESS (Continued from Page 2) It appears that the conferees may have identified a seventh element that is contributing to successful projects: the educators. These are the people who are so instrumen- tal in training and developing the communicators, the plan- ners and the managers that staff innovative and creative transportation historic preservation organizations. Dr. Emory L. Kemp of West Virginia University exemplifies the emerging seventh element. The learning process and hands on approach, practiced by educators like Dr. Kemp, is feeding highly motivated and preservation sensitive peo- ple into the transportation-historic preservation area. tf we were to conclude the conference discussion with a direction for federal managers it would appear that the con- ferees believe that the U.S. Department of Transportation and state and city transportation departments need to continue the leadership role in establishing standards and fostering the environment that encourages the preservation of historic resources in the transportation system. Given the highly co petitive demands on society and community resources, b the public and private sectors must continue to cooperate and promote these goals if we are to maintain and increase the achievements of the award winning projects. 12 Conferees end guests listen as award recipients discuss the techniques used In their projects, left to right: Michael Dulnn and Don Kllme, both of the Advisory Council on Historic Proservatlon, Bruce Eberle•FHWA, Don eowman- FAA, Susan Godshall and John Cavallero, both New Haven Parking Author- ity, Howard Zahn, New Jersey DOT and Msrk Glbb, Kem County, Callfomla. COORDINATION AND COMMUNITY SPIRIT LEADS TO PROJECT-SAVING REVOLVING FUND - By John A. Vincent, East Brother Light Station, Inc. U • In some respects revolving funds are not unlike a request for a loan from a friend to tide one over until payday. In some cases it may be the loan of an egg or a cup or flour in order to bake a special cake. For East Brother Light (EBL) Station, it was atwo-thousand dollar loan from the Save San Francisco Bay Association whose twenty-two thousand plus members for 25 years have been dedicated to the enhancement and preservation of San Francisco Bay, its marshes and shoreline. This organization provided the sup- port the volunteers restoring East Brother sorely needed during its restoration period. A two-thousand dollar loan may not seem very big but in our project it became a vital link in maintaining the momentum of the project. Our basic cash grant from the Department of the Interior was a Maritime Preservation Matching Grant of $67,000. Additional support for the project came from the community: individuals, businesses, corporations and a variety of different government agen- cies. Donations came in many forms: building materials, labor, services, and a little cash. Once under way the EBL project caught the imagination and spirit of the community. Television and the print media were generous in their support. The list of volunteers who wished to work on the project, located a quarter mile off- shore and served by one 17-foot Boston Whaler, swelled and it was not uncommon to have twenty volunteers at work on a weekend. Over 300 volunteers worked at the site dur- ing the restoration. In the beginning it was easy to keep all hands busy as there was an abundance of preparatory work to be done without the need for new materials. However, as the work proceeded the demand for new materials and supplies re- quiring cash accelerated to the.point where the cash flow to purchase them became a cfisis. This crisis was a direct result of the cumbersome processing of the matching grant funds which were handled by a state agency. The funds were made available to us on a matching dollar per dollar basis. The value of the donated material and labor was documented with a request to the state agency for the release of funds. The process was slow, and the volunteers reached their own limits of cash advances. Additional help was needed. This was when the Save San Francisco Bay Association yave us a critically needed hand. As the spouse of a Board member, I attended the Board's annual dinner meeting where I was allowed to project my enthusiasm for the East Brother Light Station restoration. The Board responded with a revolving fund loan of two- thousand dollars to be paid back "when were solvent". This provided the cash to buy supplies needed to keep the project moving while grant requests were slowly being processed. After ten months of continuous volunteer effort the lighthouse was restored to its 1873 mint condition and placed in operation. It was available to the public for day use and for overnite occupancy with meals and lovely rooms looking over San Francisco and San Pablo Bays. When the last of the matching funds and all other con- tributions had been received we were in a position to repay our two thousand dollar loan. This was our plan and it was to be done at the forthcoming Board meeting of the Save San Francisco Bay Association. I was to have the honor of presenting a repayment check to the Association. Then, just one week before the event, the Whaler's outboard engine was wiped out by a plugged water intake with repairs costing $2500.00. Instead of presenting a check, I had to make this report to the Board of the Save San Francisco Bay Association. They reacted by making the $2000 re- volving fund a grant and by adding an additional $500.00 to cover the boat repairs. Thanks to their support we able to 'bake our cake' without waiting until payday, utilizing the professional talent, the craft skills, andsthe enthusiastic helpers from all sec- tions of the community, all of which were supported by ad- ditional services from federal, state and local agencies. WINNING PROJECTS (Continued from Page 12) nized the public's concern for the preserva- tion of such resources and committed funds and staffing to achieve recognition and preservation of the highway and bridges. This commitment is recognized nationally. 13. Project: RESTORATION OF LIGHTHOUSE TO A BED AND BREAKFAST INN Recipient: East Brother Light Station, Inc., San Fran- cisco, California, represented by John A. - Vincent, Director. Funding: $300,000 for initial rehabilitation provided by Interior and the state through a match- ing grant. Work: Over 200 volunteers incorporated as a non- profit entity for an adaptive use plan to make the lighthouse a bed and breakfast inn com- prising quarters for the new keepers, two guest rooms, a dining room and a cottage (Continued on Page 15) 13 At the conferorece, roproa•nting thew of tM award wlnnero, aro Mtt to etpht) Lynn Drobbin, Nsw Jersey Transit; Sarah Psskln, Planning Director, Lowell Historic Proservatlon Commission; and John Hurley, Mayor of Fayetteville, North Carolina. THE CREATIVE REUSE OF AMERICA'S LIGHTHOUSES S By Wayne C. Wheeler, United States Lighthouse Society As we approach the end of the era of manned lighthouses a remarkable metamorphosis is occuring to these no longer needed properties. A caring public has taken those sym- bols of our maritime heritage to it's heart and has found numerous means to return the structures to the public do- main in a way that they can sustain themselves. Lighthouses, or rather light stations, are being used as bed and breakfast inns, museums, youth hostel lodgings and for housing other agency personnel. This wave of creative re-use of light stations began in California when a group called the East Brother. Light Station, Inc. (San Fran- cisco) convinced the Coast Guard to change the rules and increase the length of a license agreement from 1 to 25 years. With the receipt of a 25 year license the non-profit group proceeded to completely restore a redwood Victorian light station to its 1874 appearance in less than one year. Today it operates as a very successful bed and breakfast inn and is open for day use. Popular Saturday nights are booked a year in advance. Shortly after the success of East Brother Light Station a host of other groups applied for licenses for lighthouses and proceeded to restore and open them to the public. The quarters of the Heceta Head Lighthouse in Oregon are oc- cupied by a local community college. The Battery Point Lighthouse in Crescent City (California) is under the care of the local county historical society. The lighthouse is open during the summer months (at low tide) and the structure has been nicely interpreted. At Point Arena (California) a local group provide tours of the 115 foot tall tower and operates a modest museum in the fog signal building. Three Califor- nia lighthouses are under the care of the National Park Serv- ice (NPS) and open to the public, and the State of California is moving toward interpreting the` Point -Sur Lighthouse. Pacific Grove (California) has they historic Point Pinos lighthouse which has been completely interpreted with period furnishings and lighthouse service artifacts. The Port of San Luis Obispo is working toward amulti-use plan for their lighthouse. The American Youth Hostel organization provides low cost lodging at two of California's lighthouses. In other areas of the country, states, counties and local non-profit groups have been similarly successful with local lighthouses. In the south at St. Simons Island, Georgia, the keeper's quarters has been coverted into a museum and is filled with lighthouse service artifacts. Tours of the tower are con- ducted on a limited basis. Several Florida lighthouses are under local historical societies who are raising the necessary funds to restore, preserve and interpret the historic structures ...Ponce Inlet,- Sanibel Island, St. Augustine and Jupiter Inlet are but a few in that state where local groups are pitching in to raise funds, chip paint and work in many ways to improve their historic towers. A lighthouse, long in private hands, was recently given to Calhoun County, Texas. On the eastern seaboard people are rallying around the tall towers of the Carolinas, Virginia, Maryland and New Jersey. Although several are under the jurisdiction of the Na- tional Park Service or the states in which they are located, local groups have formed to assist the NPS and states to care for, interpret and act as volunteer docents. Sandy Hook and Navesink in New Jersey, and Cape Hatteras and Bodie Island in North Carolina are but a few examples where local non-profit involvement is making it possible for the federal or state agency to preserve a historic lighthouse. The Hereford Inlet and Sea Girt (New Jersey) lighthouses have been almost completely restored and interpreted with local free labor and materials. Funds for necessary sup- plies have been raised through cake sales and spaghetti dinners. Local citizens care about those unique structures that represent not only their maritime community, but a way of life that has passed... tall ships and our historic depend- ance on water transportation. In New York, several groups-are restoring the Hudson River lighthouses•and on Long Island a local group is rais- ing funds for the Lloyds Harbor structure. Anon-profit group connected with the Fire Island Lighthouse has topped the $1 million mark and they are well on their way to the $1.5 million required to finish the restoration of the historic and majestic Fire Island sentinal. The keeper's quarters already serves as an interpretive center. Montauk Point at the tip of Long Island is about to be automated and a group is waiting in the wings to continue to care for it when the Coast . Guard walks away. In New England, the North Lighthouse on Block Island, Rhode Island, has been licensed to a local historical society which is restoring the structure through donations and book and poster sales. The same group hopes to acquire the Southeast Lighthouse on that island and raise the one million dollars that is required to move it from harms way ...eroding cliffs. Duxbury Reef Light, near Plymouth, Massachusetts, has been restored with funds raised from cake and T-shirt sales, softball games and the sale of unique New England cup plates. The Watch Hill Society of Rhode Island is about to provide awatchman-keeper for their lighthouse and develop a museum in the building. In the Great Lakes area, under the guidance of the Great Lakes Lighthouse Keepers Association, several of the old lighthouses are being saved and opened to the public. Sodus and Charlotte-Genesse in New York on Lake Ontario have been restored by local groups. A local Buffalo group has just formed and is working with the Coast Guard to open their 1818 structure to the public. Further west on Lake Erie, anon-profit group refurbished the Dunkirk, Ohio, lighthouse. Lighthouses are symbols of dependability, courage, the sea and the tall ships, quiet times and of beauty and romance. They are unique structures that reflect the geography of their surroundings and the architecture of their era and, above all, in that man was, at least once, altruistic enough to erect a structure whose sole purpose was to serve and save man. 14 • WINNING PROJECTS (Continued from Page 13) for day visitors. The site is still a working light station, dating from 1873. Problem: Site improvements were essential to make an attractive bed and breakfast facility and they had to be made in the tradition of self- . sufficiency necessitated by an island environment. The buildings had been boarded up and unused for 10 years, the rainshed, for collecting water, needed to be completely replaced, the 1930's diesel engines for power had to be rebuilt and original plans followed to restore the hand- some buildings. . Solution: The corporation's restoration architect us- ingthe original plans incorporated modern technology such as the Clivus Mulstrum for sewage, wood burning stoves for space heating, solar collectors for domestic hot water heating, innovative brick infills in wood frame dwellings- and modern seal- ants and weatherstripping for use of ther- mal mass. 14. Project: REHABILITATION OF NEW HAVEN, CONNECTICUT RAILROAD STATION TO A TRANSPORTATION CENTER HONQRABLE MENTION-AWARDS 1. Hawaii Department of Transportation {for highway archeo{ogy}. 2. Ohio Department of Transportation {for state`bridge survey}. 3. CSX Corporation {far restoration of railroad stations).' 4. Virginia Department of`Highways and Transporta- tion {for innovative preservation programs): 5. Ruth Deyer and Verne Lasek (for preservation of a relocated-historic house}. 6. California Department of Highways.:{for htghwray; archeology}. 7. Massachuset#s Bay Transportatfori Authority {for Hajvard Subway station restoration}. 8. California Department of Transportation ,(for rehabilitating commuter stations}, 9. _North Carolina .Department of Cultural.Resources= {for rehabilitating the Spencer Railroad Shops}, 10. Calver# Marine Museum{for restoring the relocated Drum Point Lighthouse}. Recipient: New Haven Parking Authority, represented • by John P. Cavallero, Executive Director. 15. Project: TRENTON, NEW JERSEY HIGHWAY Funding: $32.8 million from FRA and the State of CONSTRUCTION ARCHEOLOGICAL Connecticut. PROGRAM Work: The historic 1920 station on the mainline, Recipient: New Jersey Department of Transportation, Boston to New York, was closed in 1972 represented by F. Howard Zahn, Director and unused except for a temporary under- _ of Project :Planning. ground passageway leading to train plat- Funding: FHWA and New Jersey DOT archeological forms. The state DOT bedtime owner of the ' plan resulted in construction cost savings station in 1970. As part of the Northeast in excess of $40 million. Corridor Improvement Project, the station which in 1977 was in a deteriorated con- Work• The Trenton Highway Complex has long ~ dition, received a new lease on life. been a to p priority of the New Jersey DOT Problem: Negotiations to determine the level of because of the urgent need for a safe and continuous regional transportation system restoration and funding required several in the Trenton area. It is designed to close years of negotiations between the FRA, the gap in the area's Interstate and state and city. Delays and unforeseen con- ditions deterred the project freeway system and relieve congested . local and arterial routes. Solution: Much has been said about cooperation among the various levels of government on problem: How to construct an Interstate-state high- such projects, but in this case the various way system (I-95, I-295, Routes 29 and 129) needs of the Corridor improvements the through a major national historic land- . , desires of the state and city, coupled with mark? The 2,000 acre Abbott Farm is one the restoration requirements of the mas- of the largest and most important prehis- slue structure, could not have been accom- toric archeological sites in eastern United modated without the excellent cooperative States. The original project design would attitude of the state DOT, the City of New have taken 400 acres of the landmark with Haven and the FRA. Local vision and the an undetermined loss of cultural re- • leadership of the Mayor, who gave it per- sources. A shift in the alignment away from sonal attention and priority over five years, the archeology would affect wetlands. made it successful. (Continued on Page 16) 15 L - r; NOMINATIONS OPEN FOR DOT TRANSPORTATION-PRESERVATION AWARDS Nominations are being accepted by the Department of Transportation for its 1988 biennial awards for innovative and creative approaches to meeting the needs of historic preservation in transportation projects. Deadline for nominations is August 31, 1987. Individuals and organizations in the public (non-federal) and private sectors are eligible. Projects nominated must be transportation oriented. The awards will be presented to the winning recipients in mid 1988 by the Secretary of Transportation and the Chairman of the Advisory Council on Historic Preservation. Nominations for outstanding public service to transportation and historic preservation must include the following information: a. brief project description (project must be completed) b. the problem c. the solution d. before and after photographs (other material if pertinent) e. individuals and/or organizations responsible for successful conclusion (who is being nominated for the award) f. nominating persons or agency contact (address- . telephone) • Deadline for nominations is August 31, 1987. • Submit nominations to: DOT Historic Preservation Awards Program Environmental Division, P-14 U.S. Department of Transportation 400 7th Street, S.W., Room 9217 Washington, D.C. 20590 ~~ U.S. Department of Transportation Office of the Secretary of Transportation 400 Seventh St., S.W. Washington, D.C. 20590 E' Official Business Penalty for Private Use $300 WINNING PROJECTS (Continued from Page 15) Solution: Close coordination between engineering design and cultural resource management provided sound engineering within the con- text of historic preservation. Extensive archeological testing was completed to determine the precise location of sites- the size, depth and nature of the cultural resource. This made it possible to demon- : s€rate that only finite portions of Abbott Farm were worthy of protection, and led to a more cost effective project by reducing the land taking to 80 acres and building on fill instead of structure. Postage and Fees Paid Department of Transportation DOT 518 . - ~ u~0 16 r: `~ ~ F. Main Street News ~~~ ~U~l 121987 Nnnabe~ 25 June 1987 ,~, ~ 4. ~ ,..~._ __. , . .~ r .~: a ~-.~ ~ - ~~ ~ ' ? ~; ~ _;; + _ ~., _ .. ~ s~i ~XK, v t.~r ~ ~ i ~ y3. ~~5. ~.~,y J~'r~ r ~ ~ ~ ,~ ' e .~ °r ~ a,tnm y,L".f ~'- ~ n~ t ~*ry ~ ~ ~ ~r ~F r~{Yy frr~ ~ ~.-~ ~ ~cstQring Nis~o~ic ~~e~tc~s Deborah E. Mikula The road to restoring a historic theater can be long and diffi- cult-a road paved with excite- ment, satisfaction and numer- ous rewards, mingled with just as many disappointments, frus- trations and roadblocks. The many theaters that have under- gone restoration in this country ,,, ,,_, r ,Jl 1~ have all been guided by op- timistic and persevering indi- viduals. These dedicated activ- ists all shared a similar dream- to restore a cultural and historic landmark to its former grandeur and to tum it into a sound eco- nomic investment for their city's future. uiidin~ ~a I~ationai - -. ~ova~nent In 1977, a national orga- nization, the League of Historic American The- aters, was established to pro- mote the preservation and use of the nation's historic theater buildings. The League was founded with the broad purpose of educating concerned individ- uals and groups about restora- tion techniques, theater archi- tecture and management and technical specifications for state-of-the-art performing arts facilities. A theater is defined as historic if it was built in 1940 or before and has one or more of the fol- Restoration of the Goodspeed Opera Nouse in East Nadtlam, Conn., spurred formation of a historic district and redevelopment o1 the surrounding neighborhood and commercial district. (ItIAT) National Trust for Historic Preservation -~ ... lowing attributes: ^ is an architecturally signifi- cant structure worthy of preser- vation ^ has played an important role in the history of the American stage ^ can be used as a performing azts facility The League's purpose is to re- turn historic theaters to active use, not to restore them as mu- seums or monuments. Buih in 1816 6y a ia~~0~g a Restor~ou wealthy shipyard -c8til al tl owner, the p ~ Goodspeed Opera -There are many ways to House originally restore a historic the- Conlained not only a perfect gem of a ater-no one way is the theater" which right way. Each community occupied the top two must develop its own outline for. doors, but also restoration and determine its shipping offices, a ber, a steamboat own priorities for cultural pro- passenger terminal gramming. Before a restoration and a general store. campaign can take place, how- After 6eodspeed~ ever, certain questions must be death in 1882, the answered: building went into decline, passing ^ Is the theater worth saving? from owner to ^ Can it be restored and how owner, including the much will it cost? Connecticut State ^ Could a new theater be con- Highway Department, which used it as a strutted for less money? garage. (Hfilson H. ^ How does the communit feel y Brownell) about the old theater? ^ Is there an audience in town to support not only the restoration effort but also the operation of a performing arts facility? ^ What kind of entertainment should be programmed? ^ Can the theater be promoted as a model restoration project in the community? ^ Does the community have lo- cal arts groups who could use the theater if it were modernized technically? Will they lend their support and that of their boards? If the answer to the first ques- tion is "No, the theater is not worth saving," for whatever rea- son-be it poorly designed, structurally in bad condition or unadaptable for modem needs, then the League's advice would be to give it up, quit the fight and let them tear it down. It's simply not worth the effort and the angst. Fortunately, the "no" answer is the exception. Most old tlie= aters were soundly built, have tons of charm and personality and, with reasonable modifica- tions, can accoai'modate con- temporary demands. iguificant Successes Many fine examples of - historic theater restora- tion have taken place in the past 20 years. And in each case, the community's first step was to determine the need for a performing arts facility. Next came development of a master plan, showing not only the architectural but also the fi- nancial aspects of the; restora- tion. You can't have one without the other. One of the earliest of these success stories was the Good- speed Opera House in East Had- dam, Conn. Restored in the ear- ly sixties, the Goodspeed was saved by local preservationists who had enjoyed seeing live shows or films at the theater during childhood and felt it was too valuable a part of the com- munity's history to lose. Restoration of the Goodspeed not only provided the communi- ty with an important cultural facility; it also spurred redevel- opment of the surrounding neighborhood and commercial district. Many businesses, in- cluding antiques stores, gift shops and other boutiques moved into nearby buildings, which were restored. As interest in the area grew, a historic dis- trict was formed and people be- gan to rehabilitate deteriorating homes in the surrounding neighborhood. Today, the opera house serves as an anchor for entire area and offers an exc lent example of how revival of a historic theater can help im- prove the local real estate and business climate. The Grand Opera House in Wilmington, Del., is one of the most documented theater resto- rations in recent decades. In 1971, the year of its 100th anni- versary, the Grand, an elegant 1,100-seat opera house, faced a dubious future. Urban renewal was sweeping the city and plans called for the demolition of the historic structure. Fortunately, concerned-citizens intervened. Led by the publisher of the city's newspaper, they held a benefit concert to celebrate the the- ater's 100th birthday and raise public support for its restora- tion. The effort, which took eight years and cost $6.5 million to complete, is a model of public and private cooperation. Following the concert, a non- profit organization, Grand era House, Inc., (GOH), formed to handle the restoration project. Its first hurdle was to purchase the building. After ex- tensive negotiation, the city of Wilmington obtained title to the building from the Masons of Delaware, who were the original owners. The city then conveyed the title to the nonprofit group for a yearly rent of $10. In return, the GOH agreed to spend at least $1 million on restoration of the building and to assume all main- tenance and operating costs. Inspection of the- building re- vealed the need for extensive renovation as well as up-to-date stage equipment. Grand Opera House, Inc., launched a public campaign to raise money for the restoration. The Longwood Foundation donated $250,000 to renovate the cast-iron facade and offered the group another $750,000 as a challenge grant. These funds were matched by other local foundations, the U Department of the Interior the state of Delaware, whit contributed a total of $1.25 mil- lion to the project. Money was also raised through the sale of 2 National Hain Street Center, National Trust for Historic Preservation personalized plaques that were attached to the back of theater seats. More than 400 donors pur- ased these "seat backs" for 00 each. All told, private con- tributions for the restoration project totaled $3.8 million. Work on the Grand proceeded intermittently throughout the early seventies. To keep the the- ater in the public eye, GOH con- tinued to schedule perfor- mances there until 1976 when the opera house was shut down or a year and the major con- ction work was carried out. 1979, the theater was again closed for three months while the finishing touches-painting, woodwork, etc.-were made. In September of that year, the Grand Opera House reopened as a restored landmark. But the work did not end there. "The people involved at the beginning never thought be- yond the actual restoration," notes David Fleming, executive director of Grand Opera House, Inc. "We needed to find a way to keep the building going. The chairman of our board decided the best way would be to set up an endowment fund for opera- tion expenses." GOH succeeded in raising $5 million dollars for the fund-$2 million from the state, $250,000 each from the city and county and $2.5 million from private donors, foundations and corpo- rations. "Thanks to this wonderful ~blic and private support," s Fleming, "we now have a healthy building that we can maintain properly. And the Grand is not only an asset to the city's cultural life; it is also be- coming asuccessful economic development tool for the state. We are taking an active role in attracting tourists to Delaware, and we're beginning to play a part in business recruitment for the city. The Grand is a regular stop for visiting industrial and business executives who are thinking of relocating their companies." The Goodspeed and the Grand are only two examples of the many theater restorations that are taking place around the country. Hundreds of other com- munities are in the process of restoring historic theaters, and hundreds of others have given up the fight. Those that have failed usually haven't thought through all of the problems and pitfalls that mlight arise. If the theater is worth saving, three factors are necessary for success: dedicated leadership, strong community support and a detailed master plan. repaying a Master Plan Once it has been deter- mined that the theater building can be saved, a comprehensive report describ- ingwhat must be done and what it will cost should be drawn up. No restoration program should begin until such a plan is pre- pared. Some old theaters need only minor renovation, perhaps a little paint or new molding; others have had their interiors completely stripped or have suf- fered damage from fire or roof cave-ins. Detailed objectives for the restoration must be drawn up and stated as clearly as possi- ble in the master plan. The next step is to determine whether the community has an audience that will support the restoration of the theater and its operations after it is completed. Without an audience, there is no point in restoring the building. An economic feasibility study should be conducted to deter- mine what people want to see and how much they would be willing to spend for each attrac- tion. The feasibility study will also indicate the extent of com- munity support for the theater once it is in operation. Many factors need to be con- sidered when determining the theater's programming. Will the theater produce new artistic works? Will it bring in New York road companies to present musi- cals? Will there be a film series? Will local groups want to rent the theater for their perfor- mances?Will there be a civic players group in residence at the theater? These questions need to be answered early in the pro- cess since the type of program- ming will determine many of the costs involved in renovating the stage and technical equip- ment. etting Money and Publicity Raising funds to restore an old theater is anever- ending struggle. Possi- ble sources include founda- tions-there are more than 22,000 in the United States; lo- cal corporations; federal agen- cies, many of which offer match- ingfunds; and, most important- Marked for demolition in 1959, the Goodspeed was saved by local preservationists who formed a nonprofit foundation and raised more than 5750,000 to restore the deteriorated auditorium to its original splendor. (Wilson H. Brownell) 3 ' r, ly, individuals in the communi- ty. In the long run, the time, money and services donated by concerned citizens will be the most valuable contributions to the project since they actively demonstrate community sup- port. A fund-raising committee is essential, but should not be ap- pointed until all the details of the project have been finalized. In this way, committee mem- bers will be able to answer spe- cific questions about the project instead of making wild guesses about the kind of work needed and the price tag involved. The campaign to save the the- ater must be kept in the public eye. It is essential to sell the need for restoration to as many people as possible. Not only is it important for fund-raising, but it also helps build an audience for the theater when it becomes operational. Regular articles about the progress of the restoration proj- ect should be placed in the local press. Other ways to keep the community informed include: producing a newsletter; offering daily tours of the theater to show the changes that are taking place; presenting lectures to community service groups, such as the Lions, Rotary, ICiwanis, historical societies and the chamber of commerce; and de- veloping aslide show to docu- ment the project's progress. elp from the League The League of Historic American Theaters pro- vides awide variety of services to groups that are conducting or have com- pleted theater restoration proj- ects. Among these services is an annual conference, which inves- tigates the problems and prom- ise of restoring historic theaters and operating them as perfotm- ing arts facilities. In addition to workshops and seminars, the conference offers participants the opportunity to tour up to half a dozen historic theaters and to ask in-depth questions about their history, restoration and operation. The League has also recently initiated a series of preservation miniconferences to educate the communities of our member theaters on the technical aspects of renovation. In 1987, these miniconferences will concen- trate on the how-tos of starting and funding a restoration proj- ect. Member theaters receive a free one-day consultation on any aspect of their restoration or management procedures. The League helps determine the fea- sibility ofreviving ahistoric the- ater by studying the extent of community support; determin- ing the depth of funding; and of- fering advice on methods of res- toration, accessibility for the handicapped and new stage technologies. As documentation on theater restoration is scaXCe, the League compiles profiles on each of its member theaters so that constit- uents can study and compare building histories and restora- tion approaches. These detailed profiles include such facts as stage dimensions, seating capac- ity, consultants used, funding sources, annual budgets, history and type of programming. Clearly, there is a need_ for these services. Since its incep- tion, the League has guided many historic theaters through the restoration process and into successful operation; it has also saved a few from destruc- tion.These theaters are an im- portant part of our heritage and can play an equally important role in our future. They deserve the effort that dedicated groups have spent in preserving and turning them into productive performing arts facilities. The road to restoration can be long and tiring, but with proper plan- ning, strong support and the necessary funding, the journey can be worth the effort, not only for the individuals involved but for the whole community. Deborah E. Mikula is executive director of the League of Histor- ic American Theaters (CHAT). This article also contains infor- mation from A Historical Syn- opsis by Judith E. Daykin, for- mer president of the League. • Restoration of the brand Opera House in YYlmington, Oel., tooN 8 years and 58.5 million to complete. To keep the theater going after restoration, - -- concerned citizens raised S5 million for an endowment fund. (CHAT) • 4 National Main Street Center, National Trust for Historic Preservation Y Self-su por~ing . Pram Iona! E~en~s ~ennedy Smith Downtown revitalization orga- nizations have notoriously low promotional budgets. While a 100,000 square foot shopping mall might spend $75,000 an- nually onpromotion, asimilarly sized downtown typically spends only $3,000 to $5,000 each year, with annual down- town promotional budgets of more than $10,000 few and far between. Fortunately, downtown groups can augment their funds by gen- erating revenues through, or seeking outside sponsorship for, promotional events. When planned well, self-supporting promotional events can double a downtown program's marketing budget. apes of Funding for Events Printed programs. Costs of some promotional events can be covered by ling advertising space in a anted program. This type of fund-raising is most appropriate for musical and theatrical events, but maybe applicable for other occasions, such as fashion shows or car exhibits. "Noontime: Downtown," a live, summer soap opera spon- sored by Downtown Charlottes- ville (Va.), Inc., ~DCI) in 1983 and 1985, raised all of its operating funds by selling advertisements in the show's printed program. The programs were distributed during the daily performances, held in the downtown pedestri- an mall. Ten thousand programs were printed for the eight-week long soap opera. A program was 16 pages long, printed in two "signatures," or eight-page layouts. To save costs, the first signature was printed in one press run at the beginning of the soap opera season, but only 2,000 copies of the second sig- ~re were printed at that time. n, every two weeks, the soap's plot synopsis was updated and another 2,000 copies were printed. In this way, DCI was able to distribute updated pro- grams throughout the summer for slightly more than the cost of the initial press run. This kept the program information fresh and gave businesses advertising in the program increased, re- peated exposure for the cost of one advertisement. In addition, the names of the advertising businesses-were worked into the soap's scripts, boosting the effec- tiveness of the print advertise- ments. Trade shows. Trade shows generate business for exhibitors and increased traffic for the downtown area. New car shows are a typical example of trade shows that can be staged locally. for little effort or expense. Car shows are usually held on a fall weekend, when new models are introduced. Each local dealer displays one or more new cars and pays the downtown group coordinating the event a flat fee for each vehicle exhibited. In ex- change, the downtown organiza- tion promotes the event and, if necessary, arranges for street closings, security, food vendors and other support services. Often, downtown banks will set up loan booths near the car dis- plays to provide immediate ser- vice to people who decide to buy a car on the spot. With as few as 15 vehicles, a.per-vehicle fee of $65 can generate around $1,000 for event expenses. Downtown~businesses should be encouraged to adopt the theme of the trade show promo- tion in their advertising and window displays the week be- fore the event. People attending the show will be more likely to notice these businesses, and the advertisements will increase overall promotion of the event- at no added cost to the down- town association. Other examples of trade shows that can be staged down- town include boat, garden and outdoor recreation shows. Arts and crafts shows. Like trade shows, many arts and crafts shows are completely sup- ported financially through fees paid by exhibitors. Typical booth fees for atwo-day outdoor craft show with a projected audi- ence of 5,000 would be $40 to $60. In addition, some groups or- ganizing arts and crafts shows require exhibitors to pay a 5-10 percent commission on sales made during the event. Show revenues are often augmented with booth fees paid by food and other vendors. As with trade shows, the downtown organiza- tion uses revenues to pay for event promotion and support services. Sponsorships. Many local and national businesses will sponsor all or part of promotional events that appeal to their potential customers. For many busi- nesses, the high visibility their products receive in promotional events is an invaluable and irre- placeable type of advertising. Irt fact, in recent years American corporations have spent almost twice as much annually on pro- motion as they have on advertis- ing. For example, Wendy's pro- videdthe entire $1,500 budget of a benefit race held in downtown Charlottesville. The restau- rant's name appeared on T- shirts, entry blanks and adver- tisements for the run, and Wen- dy's representatives provided free soft drinks for runners at the finish line. Because the run ben- efited anational organization- the Multiple Sclerosis Society- Wendy's was guaranteed plenty of visibility for its participation. The downtown organization was responsible for all logistical and promotional details of the event. Corporations differ consider- ably in their sponsorship poli- cies. In general, though, almost Advertisements in the "Noontime: Downtown" program ran tram 580 for t', page to 5275 for a toll page, more than covering the soap opera's 53,500 budget for advertising, props, program costs and a directoriwriter. y -~ fecal businesses can eederwrite me coats of ell or part of a promotional event. la tkls Instance, a downtown business pall for buttons for a promotional event in exchange for advertising on the back of eacd burion. Many national corporations will sponsor promotional events for the high visibility their products receive on such items as T- ahirts, entry blanks, dridking ceps and advertisements. all corporations will want to know: ^ how many people the event is likely to attract ^ what types of people will prob- ably attend Eby age, income, pro- fession or special interest) ^ how the event will be adver- tised locally or regionally ^ other businesses that aze spon- soring segments of the event ^ what types of entertainment aze scheduled for the event ^ whether the event is benefit- ing any chazity or organization hand, if so, which ones) ^ who the event organizers aze and whether they have orga- nized any similar events in the past ^ what the total cost of the event will be and how any reve- nue not provided by the poten- tial sponsor will be generated Before approaching a potential sponsor, be sure the event will appeal to the company. Examine the company's current adver- tisements and try to determine the types of consumers to whom the company is marketing its products. Obtain a copy of the company's annual report and read it for more consumer infor- mation. Investigate events that the company has sponsored in other communities and think about the ways in which the events-and their audiences- are similar. They send a brief letter with a synopsis of the event you are planning and a concise, accurate description of why the event will benefit the company. Ask for a copy of its guidelines for sponsorship proposals. Don't ask for money yet; wait until you find out how the company a_ 't` ~~ ,~~~s rte;>.'_ -~•~ . ,,, wants to receive proposals. Some corporations will only un- derwrite requests through local offices; others have their adver- tising agencies evaluate pro- posals. Once you receive the guidelines, follow them ex- plicitly. Most public libraries have di- rectories of national corpora- tions, listing the addresses of their corporate offices and, sometimes, the names of indi- viduals responsible for market- ing and promotion. Also, the In- ternational Events Group pub- lishes a directory of special events and festivals as well as corporate sponsors, which is available through your local li- brary. On a smaller scale, many local businesses may be interested in underwriting the costs of some events. In Charlottesville, Cen- tral Fidelity Bank sponsors an annual downtown spiing art show, providing money for pro- motion and cash prizes for art- ists. The bank supports the event because it enhances the bank's image as a community leader. Businesses may also help support an event by agreeing to underwrite the cost of buttons, posters or an entertainer in ex- change for advertising. Grants. Often times, grants are available to offset the costs of hiring musicians and enter- tainers for promotional events. For instance, Music Perfor- mance Trust Funds, available through local and regional musi- ciansunions, will underwrite up to half of the fees charged by union members hired fora pro- motional event. Most states have arts and hu- manitiesassociations that make grant funds available to local nonprofit organizations, includ- National Main Street Center, National Trust for Historic Preservation ing many downtown groups, for . events that promote artistic en- - deavors. Usually these state as- sociations focus their grants specific subject areas each ye Often downtown promotional events-particularly those that promote the downtown's heri- tage and unique architectural and historic characteristics-fit the subject profiles. A surprising number of com- munities have small founda- tions (typically endowed by a wealthy local family or individ- ual and administered by a bank- er or attorney) that may provide grants for some downtown pro- motional activities. Often, the foundation is directed to make grants for specific types of activ- ities, so ask local bankers and attorneys about the funding pri- orities of any foundations they might administer. Admission fees. Generally, it is difficult to charge admission fees for downtown promotional events. The logistics of phys- ically confining this type of ac- tivity and monitoring entrance are often too complicated to~ practical. However, there some types of events for which admission fees can be charged. "First Night/Virginia," an an- nual New Year's Eve celebration in Charlottesville, features over 60 different entertainment events in more than 30 loca- tions-bank lobbies, churches, city and county offices, parking lots-throughout the down- townarea. To attend the celebra- tion, people purchase admis- sions buttons, enabling them to enter as many event sites as they wish. Two volunteers monitor the entrances at each site, checking to be sure everyone is wearing a button. Volunteers each serve for one hour and re- ceive abutton for their services, giving them free admission to events throughout the rest of the evening. Tabloid advertisement sales. Most local newspapers offer ad- vertising at reduced rates for nonprofit organizations. Us ally, the nonprofit rate is less pensive than the paper's loaves business rate, even for volume buyers. By purchasing a news- paper tabloid or insert at the ~ c t ~ :>.. Revenues froeDi Tabloid Aduert~seaient Sales _ t` .: ._ _ _ >. 1. Total number of column-inches in tabloid: _ - -. 600 Nonprofit cost @ $3/column-inch::<.•,` ,--;:`: ~;;;=:- ` $1,800 °-1.i.SY ,. - ~ ,, . ~ 2. Total number of column-inches in tabloid: .~600 ~• Column-inches reserved for cover and editorial -..-. •, copy:.:. .._, ;,:. - - 150 "Column-inches available to be sold:. - `~: 450 . _ `Revenue generated @ $6/column-inch _ '' °$2;700 :, - _ - 3: Gross revenue from tablotd:$2,700-1,800= $ .900_ nonprofit rate, then selling ad- vertisingspace tobusinesses at a price between the nonprofit and lowest business rates, down- town organizations can often generate enough revenue to par- tially or completely underwrite the costs of the event. In addi- tion, the downtown organiza- tion has total control over edi- torial copy, making the tabloid a very effective advertising tool for the promotional event. rganiiing for self-supporting Promotionol E~nts During the first few years of a downtown revitaliza- tion effort, the program will have to assume responsibility for almost all promotional ex- penditures. On occasion these expenses might be shared with a downtown business association or chamber of commerce retail committee. When the down- town program can demonstrate that it is successfully building new consumer traffic, however, it will be in a good position to attract sponsorship support and merchant cooperation. After four or five years, swell-man- aged downtown promotional program should be able to use the model outlined in Figure B when generating and allocating promotional funds. Of course, not all types of rev- enue-generating events will be appropriate for all downtown marketing programs. For in- stance, in communities where too many discount sales events have given consumers a low opinion of the quality of goods and services downtown, charg- ing admission for special events might simply reinforce negative perceptions. Also, the revitalization orga- nization should be sure it is le- gally able to engage in revenue- generating promotional activi- tiesbefore pursuing them. Some corporations will make spon- sorships available only to non- profit, tax-exempt [501[c)~3]] or- ganizations. Many communi- ties require organizations to pur- chase .show/sale business li- censes to conduct arts and crafts or trade shows; license fees can cost several hundred dollars, de- pending onthe locality. Some lo- cal commissioners of revenue may also require that an organi- zation sponsoring ashow/sale event be responsible for collect- ing and reporting sales tax from participating vendors. Be sure to discuss these points with the city's business license or reve- nue office before planning- any self-supporting events. Above all, the availability of sponsorships or other revenue- generatingprograms should nev- er determine the promotional activities a downtown organiza- tion adopts. Instead, the promo- tional program should be based on a thorough understanding of local market opportunities, downtown assets and realistic marketing expectations. Once a promotional strategy is adopted, it can be analyzed for revenue- generating opportunities. Kennedy Smith is a program as- sociate with the National A'iain Street Center. iStr~~t Main Street News is published by the National I~iain Street Net- work, amembership program of the National i'~tain Street Center, National Trust for Historic Pres- ervation, 1785 Massachusetts Av- enue, N.~V., Washington, D.C. 20036 X2021 673-=1219. J. Jackson ~'L'alter, President, Na- tional Trust for Historic Preser- vation Sally Oldham, Vice President of Programs and Services Stott Getloff, Director, Nationa`I Main Street Center Linda Glisson, Editor Suzanne Dane, Associate Editor Laurel Rado~~; Information Spe- cialist The National Trust is the only national, private nonprofit orga- ni~ation chartered by Congress to encourage public participa- tion in the preservation of sites, buildings and obiects significant in American history and culture. Support for the Nation- al Trust is provided by member- ship dues, endowment funds, contributions and matching grants from federal agencies, in- cluding the U.S. Department of the Interior, National Park Ser- vice, under provisions of the Na- tional Historic Preservation Act of 1960. The opinions expressed in this publication do not neces- sarily reflect the views or poli- cies of the Interior Department. -. > 9 Main Street welcomes New Towns Three statewide Main Street programs recently selected new participants. Oklahoma, which is entering the second year of its program, has added five new cities: Ada, Eufaula, Pawhuska, Ponca City and Wagoner. These cities will begin athree-year demonstration program to re- vitalize their downtown areas utilizing the training, resources and technical assistance pro- vided by the NMSC and the Oklahoma Main Street Pro- gram, which is housed in the state's Department of Com- merce. Each town has pledged an annual budget of $40,000 to $60,000 to support the program. Indiana, also in its second year, has added two communi- ties, Decatur and Connersville; while Florida has made a third round of selections, adding Quincy, Dade City, Lake Wales, Miami Shores and Stuart to the 10 towns already in its program. Bringing Baci{ Orban Vitality This fall the NMSC will sponsor Bringing Back Urban Vitality, a conference highlighting the Main Street approach to re- vitalizing and managing central business districts in midsize cities and neighborhood com- mercial districts in major urban .areas. The conference will pres- ent proven revitalization tech- niquesand methods in a series of related lectures and workshops. Bringing Back Urban Vitality will be offered in two loca- tions-Detroit, Mich., -Sept. 9-11, and Oakland, Calif., Sept. 280. The Detroit conference will feature nationally known author William H. Whyte, who will speak on urban design, and an afternoon tour of Detroit neighborhoods. Receptions will be held at the Detroit Historical Museum and Scroh's Riverplace. In Oakland, conference partici- pants can cheer on the team o~ their choice as the Oakland A's .square off against the Cleveland Indians on Main Street Night at the ballpark. The three-day conference is intended for community devel- opment officials, planners, chamber of commerce execu- tives, business district leaders and others involved in revitaliz- ing and managing urban com- mercial districts. The confer- ence is designed to benefit those just beginning revitalization programs as well as experienced practitioners seeking alter- native programs. Each conference is limited to 175 registrants. The registration fee is $145 for Network mem- bens ($195 for nonmembers. Network members will receive a conference brochure in June. ~~ New from the NMSC The Small Business Retention, Expansion and Recruitment Project, a nationwide study of small business programs, is now available. Conducted by Ar- mentrout and Associates, in as- sociation with Doyle G. Hyett, the study analyzes more than 20 problems that inhibit effective business retention, expansion and recruitment. They include high rents, market inadequacy, negative image of the district and poor business management. The study also examines 37w_ strategies useful for small busi- ness programs. In conclusion, the book presents a model pro- gram linking strategies to prob- lems, thereby allowing the read- er to select an effective method of dealing with a specific issue. An invaluable guide for com- munities seeking to improve their small business recruit- ment programs, this 133- book sells for $16 ($12 for work members. To order, write to: "Small Business Study," Na- tional Main Street Center, Na- tional Trust for Historic Preser- vation, 1785 Massachusetts Av- enue, N.W., Washington, D.C. 20036. ,_ National Main Street Center National Trust for Historic Preservation 1785 Massachusetts Avenue, N.W. Washington, D.C. 20036 • CITY OF SRRRTOGR HERITRGE PRESERURTION COMMISSION RGENDR DRTE_ Wednesday, June 3, 1987 - 3c00 p.n. PLRCE_ Saratoga Connunity Library Meeting Roan ' 13560 Saratoga R~enue, Saratoga TYPE= Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGRNIZATION R. Roll Call B. Rppro~al of Minutes of 5!61$7 C. Posting of Rgenda D.' Oral and Written Connunications II. OLD BUSINESS R. Heritage Resource Inventory III. MEW BUSINESS R. Letter of appreciation to volunteer Heather Wilson B. Heritage Connission budget, FY87-88 IU. ITEMS INITIRTED BY THE COMMISSION U. RDJOURNMENT a a ~ ~ ~ ~~~ 1 • ~~~1LUJ9~CC~~ • C~ • CITY OF SARAT06A HERITAGE PRESERVATION COMMISSION MINUTES DATE: Wednesday, May 2@, 1987, 3:00 p.m. PLACE: Saratoga Community Library, 13560 Saratoga Avenue, Saratoga TYPE:Regular Meeting This meeting was cancelled due to a lack of a quorum. ~~ • CITY UF" SaFtaTC)G~y Ht.E I'TaCiE F'FESEf~~~a"I" I Cllu C(~ll'1h1I SS I CIIV I~+II?IUTF~? DATEd Wedzfeeday, h'lay b, 1`~S7q J:i~i~ F'.h1. FLaC;E: Sam atc+ga Cc+mmuy~ity Lit+rnry p~}eetir-~g F~c+c+r»q ic?3,~16 aaratc+ga aver-i~.ie, Saratc+ya TYPE ~ Ftegu 1 ar rr,ee~t i i sg I . ~"QUi" I l~ll~_.CIF~GHhJ T z_~r'T.I.rha a. hr:+~ z c~,i i Free{+~~t: arie~~ee„ Try-ell, Heicl4 C~me•r-c+n4 L~r~ds~~ees. k~:c+rrperni 1~: abee~.t r 4'c+ester { e~:cueed i S t a'f f a J ai-te ~:. I-~ ~-~ i-1~ i. ~~ B. aFY~3i-c+val C+'f Minutee c+f 4-1 --C?I h9; C C,.~mer-c+n,'Lai~denees tc+ G~p~rc+~•e min~.ttee ae sctbmitted. F'aeeed ~_tnar~i~ztoually. C. F'c+stitig c+t agenda It 4Va5 tic+ted that thc~ agenda had beei» pc+eted in cc+uiiCil Chamhey-s c+n F~-ida~y, Flat 1, 1`-i8? D. Oi~-al Cc+mm~_si;icatiane The Cc+mmieeic+ne~-=_~ roc+ted that they Had each i~-eceived irn.•itatic+i--~~ tc+ C7+ eg G. c+cihau~~' I`ic+r»63 tc+ celebrate Saratc+ga' e "del i~reraf ice" frarn ttie Bed and Br-ea4;1`aet andinance. LJ F-leid ~~c+ted that the Cc+r»mi=.eic+n r-ecei~red a r-ee~.u»e f~r-ar» I'~et1-dl BeII~'lett C+'~~'f~'1-11iC~ ire*__-;f.~'i"tJcttlC+il-related +~el-V3.CC?S. I I . ~~.D__BU~, z r~>~~s a. State Nietc+rir-_ Building Cc+de . • • The r_omrnission i~c~ted that the City Council has already adopted ttie State Historic ~soi_tldint) Code, ai~rJ c_::pressed cc~ncerrt that the Chief H~.iilding CI-t'-ficial bE? ~-:i-~r_-ouraged to use the Cade when appropriate. E~. tierit•;ge f~tesource Inventory _ 7'tie LolAtA1~:S1C~)l cor7tii-~ued editing the irrrentory, the _ fallo~.ir~g chap:gee were rr,ade. #11 St ,-Johns Episcopal Church -- chat-ige c~r-igii~al use -froR-~ residenr_e to ch~.irch #ic? r4edr-c~nic-~ Lerrcetery - to "pioneer cerr,etery„ #iS f'IcCarthy's Vir-~yard ~~3.i-ty~lyd #1~ Ei"~Vlil T. k::ir,g -louse the building originally Change from "country cemeter'y'. add the word "House" after . -. Add a sei-,terice stating tt-7c-,t had a porch - #~1 Glen Urea F;ar7ch - change to "Carder- Hau=e'• ITI. Items Initiated by tl-ae Corncnissio~n nlc~~ ie IV. Ad aurncr3ent The meeting was ad3ou~-reed at ~e~~~~ F'.Nf. -i`he ne;:t meeti~ig will be held 4~dedr-esday, !'day Si?q at 3~c~t~ F' . I"i . The sumrr,er meetings have been sct-~eduled as follawas - J~..tne 3q July 8, July ~~y August q aid August 15'. r~:espcictfully Subrs-~itted9 Heather- S. tJi lsor~ t=:ecc~rding Secretary • C~BSS~ 04 BOO C~G~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 • (408) 867-3438 MEMORI~NDUM TO: Heritage. Preservation Commission pgTE. May 20, 1987 -- FROM: Planning Director - SUBJECT:Commission-Budget, 1987-88 -------------------------------------------------------------- Attached for-your review is the FY87-38 Heritage Commission budget that. is being recommended to the City Council for adoption as part of the overall City budget for .1987-88. The proposed budget is very similar to last year's,-with the exception that part-time help for the inventory has been deleted .from the proposed regular budget. However, in addition to the regular budget,-there is $7550 in the heritage trust fund. As noted on the attached memo, this fund can • be used for a variety of preservation activities, including the inventory.. In order to access the trust fund, the Commission must make a written request to the City Manager who is trustee of the account. Y C UEK HSIA P a Wing Director u • FV Q7-RR HERITAGE PRESERVATION COM~lISarnN Staff Support to COP'IFI15sion 5 hours per month of associate planner's time or 60 hrs/year x 1,5 O,T, = 90 hrs x.`F16.85/hr, _ X1,51? _ Part-time help to Commission Pa t t ime h ,. - to c mplete his+.ori resou ces inventor 25 rs, x X7,5 rs, _ ~1 g L~~ . ~, ~~ Materials ?1- ~] Prat ions - - Five bronze plaques at $100 each - Materials (photos P Rap-rs, etc.) for historic ~ '500 resources inven#ory - Other misc. supplies = 0 ~ 40 - ( $ L00 To#al X1,100 Publications/Subscri tions • ~ - Memberships: California Preservation Foundation $25 , National Trust, $50; Main Street Network., $245. - Oth ; er pu6licattons (preservation textbooks), $200 , H~ritaoe Preservation Commission f onfPrences - ~ 1 , 000 ._ • _ l `: ~~( ~ `- v ~~ :, ~> _ '~~.; r~.~' -~~ `, _ ~~~~ 0 ~ ~ >; t;.:~; REPORT TO MAYOR ANZ) CITY COUNCIL - DATE: June 10, 1 COUNCIL MEETING: June 19 , 1: .SUBJECT: Projects for Heritage Funds As requested, the Heritage Preservation Commission has made a tentative list of the projects on which it plans to spend the Heritage Funds raised in the 1985 Heritage Home Tour. They are as follows: 1) the manufacture of brass or bronze plaques, or other appropriate markers, for the Designated Landmarks. 2) publication of a new Historic Walking-Tour brochure in conjunction with the Saratoga Historical Foundation. 3) the printing of the invitations for the 1986 Heritage Home Tour, or, if this is funded by-a private donation, the hiring of a jitney service to alleviate parking problems if the situation arises. 4) the ultimate goal is the publication, in an attractive book form, of the Saratoga Survey of Historic Sites and Structures. _, We need to note. here that all the above projects, except for the markers, will be fund-raising activities.. This will enable us to come closer to the capital needed for the publication of the Survey, and it will also serve to provide us with the public exposure needed for preservation education in Saratoga. _ Sharon Landsness. Heritage Preservation Commission cc: Commissioners Heid, McArthur, Voester Cameron, Kvamme, Koepernik • S i~ ~ ~'/}~~~//awe /A~ R ~ Yw^ " ~f Y iI Ab~i V~ ~, ii iii ~ iiAii A N D A S S O C I A T E S A RCI-~ITECTS . PLANNERS 1 ~ct630 BIG BASIN WAY a P.O. BOX 14 • SARATOGA • CALIFORNIA 95070 • 867-9365. INFORMATION ON FORMER INNS, LODGES, AND LODGIP~G HOUSES LOCATED IN SARATOGA AREA PRIOR TO 1945 The following information is presented by the Saratoga Historical Commission from information given to the commission by the Board of Trustees of the Saratoga listorical Foundation. Date: March 30, 1987 1. Name: "The Orchard Guest House" Original Owner of Property: Neil Carmichael Operator of Guest House: Charles Cunningham Address: 14051 Saratoga-Sunnyvale Road Distance from Village Boundary: approx. 1-,450' Size of Property:- .46 acres- - Present Owner: P1r, and Mrs. Alan Peterson 2. Name "The Terrace" Original Owner of Property: Mr, and Mrs. B. Grant Taylor Operator of Inn: Mrs. Mary Grunsky (also property owner) Address: 14421 Saratoga-Sunnyvale-Road Distance from Village Boundary: approx. 410' Size of Property: 2.5 acres Present Owner: Mr. and Mrs. John Kahle 3. Name: "Lundblad's Lodge" Original Owner of Property: Mr. and Mrs. Ludwig Lundblad Operators of Lodge: M/P4. Ludwig Lundblad and M/M Joseph Bargas Address: 14534 Oak Street Distance from Village Boundary: adjacent to south Size of Property: .74 acres Present Owner: Ann Fitzsimmons etal F, 4. Name: "The Oriental House" Original Owner of Property: Erwin T. King Operator of Inn:;.Unknown Address: 14605_Big Basin 4Jay ~ -- Distance from Village Boundary: within Village boundary .Size of Property:. .20 acres not including common area of condos Present Owner: Ann Fitzsimmons etal 5. Name: "The Lodge" Original Owner of Property: Unknown- Operator of .Lodge: Unknown - • Address; 21171 Congress Springs Road _, _ Distance .from Village Boundary: approx. Z,400'.;:~ Size of Property: 7.59 acres _, Present Owners: Dr..and Mrs. Thomas English`'.. Information on Former Inns/Lodges/Lodging Houses From Saratoga Heritage Commission Page 2 6. Name: "Toyon Lodge" Original Owner of Property: Pearl Guild Operator of Lodge: Pearl Guild. ~. Address: Vickery Lane Distance from Village Boundary: approx. 1,950' Size of Property:. 4.789 acres Present Owners: 7. Name: "Saratoga Inn" (Demolished) Original Owner of Property: Operator of Inn: Louisa N. Scott Address: 14363 Saratoga Avenue Distance from Village Boundary: approx. 200' Size of Property: approx. 2.5 acres ~ ' Present Owners: Joseph Long and owners of adjacent Condos r~ ~' ' ~ ~' (_,' 6Jarren B. Heid, Chairman Saratoga Heritage Commission ~~ V 1 I.. f' r ~il I 1 ` S ~ I:~;. ;, '4 ~~ ._'II C j1 (y 1• ~[ 1• d 4~~ ~. ~V' - .I ' ~ - ~` i~- -. ~ry} -1-..r}•~•--(~.1 ! ~';r _ .+ry'I-~_ 41. i (~`fp ~ 1..~{~~~ ~{Jy' •)- 1 ~ \ ~ I I ~ I , J 1 n^ y' ~I. ~~r -1 ,1 ~_}~ __ _-- - S --~ ~ , I ~ rl l [A _ ~ I,I IIrI -1 ~-• ~~ • ~ ,~ ] ',, o k/ ~ .7 I ~-..~ < r-- ~ I I I~ l ~' 4 ~ _ VIII ~ ~ r ° ~~ ~ r' ~ ~`( ~. ~ J? ~ I Y r -- 1 ~',(1 Y' ~` -} Itt ,:i`I + •1V~bQ~' G'dlr {~, J- I V r.~r. .I: ! i • + ! ~~ ~T ~~ I - 11 1 1 :.I I~I7 J.1~O.17 +~ I 1 ` ~~ rl I}'i ~1 4 I •.{ ? 1, .I" ' IJd'j ~p~/'~ )IfY11 SI iI 1 i 't ~ 1 ! '~ ') II ~~ ,~f.. '~,,.I~d[ -~'.. I I ;~; j4 III ~tJ~~1111% V J~ I tt~ (.15~ ,1 ~ -1 `- •~•, „-~~~: !N,'``~ r)+~ ....1 ~h 1 ! 1 j 1 -Ir ~ `Ili 4~f~ )I ~d -i~7 7- ~!%~$ I ~ .~ ,:111 I n. +I -41. 1+ t { ;.. -~ t,A; ~fI/i ;.~ I `.. 1 Y. 1. I lU ~).;r~f,~I ~'.. t- Ills {~;( 1. ~ ~ - ~- ~,~~ 1. 4[ {+ _ -~ r' I•• .l~{ ~I_I I ,~I (i.1 -S IT ~.L~ r~~[r_-I I I_yl,. 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'i .- ,j ~ _ i 1. i .. • , h ' a . ;f .l .~ I S "f ~~ ---- - -- -_ __ __. .. u.....____._ ~ _ --- -- --- ~w._ _ I C~ CITY or SRRRTOGR HERITAGE PRESERURTION COMMISSION AGENDA DATE: Wednesday, May 20, 1987 - 3:00 p.r~. PLACE: Saratoga CortMUnity Library Meeting Roorh 13560 Saratoga R~enue, Saratoga TYPE: Regular Meeting ------------------------ ---------------------------------------- I. ROUTINE ORGANIZATION H. Roll Call B. Hppro~al of Minutes of 5/6/t3"l L'. Posting of Agenda D_ Oral and Written Cororounications II. OLD BUSINESS R. Heritage Resource Inventory • III_ NEW BUSINESS R_ Letter of appreciation to volunteer Heather 6Jilson IU. ITEMS INITIATED BY THE COMMISSION U. ADJOURNMENT • 1 C~ ~B~lL~J~i'C~~ • • • CITY C!F SAFtATOtiA h-IEh I TALC F'F~ESEF~VAT I a!V C(1lt9P'! I SS T CIhJ DATEc Wednesday, !"!av u, 1~~'S7, Scc~t;_t F'.M. PLACEo Sari,toga Corrtmut~ity Lit,rary Nleetir~g C~c~oinq 123~b Saratoga Aven~.te, Saratoga TYPE A F~egu 1 ai- rnee t i t cg - I . f"iOUT.I I~!!~_.OF~GFth~ l;r?F,'T I t~r~J A. troll Call Present r Arlst ies q Tyrt-el 1 , He id. Caniei-c~n, L~r~dsrtess, k::aeperni f:: At~set st r 4'c.+ester (e.;cwsed j Staff 4 Janet Ht-trtti.n Ei. Approval of Mitst_:tes c,f ~r-1~~-~~?7 r1,~S Camer-c~n,'Landsness to approve minw~l:es as st_tl~mitted. Passed t_tnanintc~uslly. C. Posting of .agei-tda It tvas toted that the agenda had been posted in council Charnbers an Friday, !`1at 1, 1`~J7 D. Oral Carnrnutiication=_ The Cam,~nissioner=_. i~c~ted that they had each received invitations to Greg Grocihaus' haute to ce.let~rate Saratoga's "del iverance" frarn t!-te Red at;d Ftr'ec,k:fast ordinance. LJ Heid iiatecl that the Carnrnission received a rest_trre fr-arr, l~lai di Eietit-tett of fei-ing preser-vataon-related services. • II. O!`.D_E~USI!'~lESS A. State Historic E{wilding Cade ti • The r_c+mmi~ssic+l-1 nc+ted that thc~ City Gaul~cil 1-l:as ~,lr-e~idy ade+pted the State Histe+i-ic ~c+uldii;cl code, c,nd e.;pr-essed cc+ncern 'that the Chief rjuildirry C3f~ficial bey er;cc+ura,~ed to use the Cc+de when apprc+pr i ate . E~. tiel-itage Fte-sc+i.)rce Irtventc+rY The cc+mmissic+n cc+t-;ti;~ued editi~r-)r~ the irt~..•e;~tc+l-y. the . fc+l lc+a:~il•iy changes vael-e n'rade< #11 St Jc+hns Episcc+pal L'hui-ch - change c+rigil;al use - frc+m ~ esidenre tc+ ch~.~r-ch #12 I~edre+l~ic-c Cernetel-y - tC+ "plGileer CBmetery" #12 Mccarthy's vial?lard ~'ii--yard #17 Erwili T. k::ing douse the t.7ltlldii~g c+riglnally Cha~~tge fi-c+m "country cemetc;.y" add the word "He+use" after --~ f~dd ~, serrtelice statil~g tt~lat had a pc+rch #21 Glen U1~7a F;anch - change tc+ "Cal°der Hause" • III. Items Initiated t+y the Cc+mmia~~ic+n PdG r ie IV. Adjournment - 'The meetii~g was ad jc+ul-ned at ~d~>r:1 F'.Nf. T1-le ne;;t meeting will tie held 4Jedi7,~sdayy i~iay SC-y at 3ati~:; F'.M. The summer rrieetinr~s have t~,een scl-ieduled as fallc+ws - - June 3, July 8y July Sty august .'-.ly and Ftugust ~~15'. f;espectfull~y Sut~mittedy Heather S. 6Ji 1Ga1-1 }~ecc+rdirtg Secretary • ~~~ LJ ,~ ^ n If !1111 VOL. II, NO. II _: ,. _ ~ , . • .. ::::. MAY 1987 - EXCAVATION OF OLDEST SHIPWRECK . The oldest shipwreck in the western _ . United States may soon be excavated by Robert Marx of Satellite Beach, _ Florida after procedures aze developed by the OHP and other governmental _ '~~/ ' ; agencies. - "~ , %~ r `.,~ a ~ r Marx, representing Phonecian South ~ ~`--" ~~~ ~ ;' i '~` . Ltd. `+ ; ~ , ,% ,.~ : ~ y- Seas Treasures, a group of ~'~ ! ~'; ~~,~; `•~ ~ Canadian investors, and acting under ~ ~ ~ ~' ~ ' ~ ` nother fictitious business name Paci- fic Maritime Salvage, is simultaneously ---- ~ ~ 4 ~~ ~ ~ ~ ~ seeking both ownership of, and gov- ~~;_ ~~ ~ ~~~~,~_; - ernment permits to excavate the re- ~1` .s .. ~ ~. ~~-- ~ 1' ~' ~ -~'' ~•- ' mains of the Spanish galleon San _ _ Agustin, submerged under Drake's ~ .~~- - ` ~~ ~~b~ ~ ~i Bay for almost four centuries. Ii-.~~,-~= n "~` ~ `' In November of 1595, the 80-foot _~-- _ ~`_ ~ '~ _ _ _ - - galleon was returning to Acapulco _ z ~ .. from Manila carrying 130 tons Of Typical Spanish Galleon of IS00's. - cargo, including a large consignment - of Ming procelain. Captain Sebastian seemed worthy of further investi- Park Service responded to Marx's Rodrigues Cermenho was searching gation, and none were verified. request for an archaeological permit the California coast for a suitable Presumably using this information, under the provisions of the Archaeo- harbor in which to anchor for repairs. Marx asserts he will recover enough of logical Resources Protection Act. He Cermenho entered Drake's Bay just the San Agustin to build afull-sized ._ was sent an application and informed north of San Francisco, repaired his replica Spanish galleon to sail to the he would need permits from the ship, and with most of the crew, left to Philippines. He speculates he will also California State Lands .Commission, explore the area and trade with the find "priceless Ming Dynasty porce- which controls the seabed, and from local Indians. With only a few men on lain" and chests of treasure possibly the National Oceanic and Atmospheric watch aboazd the San Agustin, the worth more than that of the Atocha; Administration which adminsters the galleon floundered helplessly in a recovered off Florida in 1985 and National Mazine Sanctuary in which sudden squall, snapped the anchor . valued at over $300 million. While it is Marx claims the San Agustin lies. chains, and finally sank. questionable that the San Agustin was Exactly one month later, Pacific Some indication that the San Agustin transporting`'significant quantities of Maritime Salvage filed a lawsuit in still lies where it sank 392 years ago gold, silver, or jewels when it sank, federal district court in San Francisco. turned up during the National Park there is no doubt that its true value is as The suit demanded exclusive title to Service's Electronic Survey of Drake's an historic resource of unequalled the San Agustin, based on a "first ay and Point Reyes. Although equip- importance to California, the United finder" assertion. Citing the case of ent located over 50 lazge objects States, and the world. buried in the ocean floor, only a few On Februazy 18, 1986, the National (cont. pg. 3) FROM THE SHPO: Kathryn Gualtieri Spring brings a time of renewal. The flowers begin to bloom after the dormancy of winter. Untidy houses receive amuch-needed spring cleaning. People look for fresh approaches to life, closing some old doors and opening new ones. In the spirit of springtime change, the Office of Historic Preservation lost two good friends of preservation. "Mr. National Register," Aaron Gallup, transferred to the Environmental : , Analysis unit of the Department of Transportation in January. He now- reports aresurgence-of energy -and- --- enthusiasm for life as he tackles new: research projects for CalTrans. Another retiring paztner is State Parks Director Bill Briner, who left his job to pursue personal business inter- 1 :»x l - _ . _. ~ __ ~ '-" _ ~ ~ t I ,~~u -' ` .~`; - Aaron Gallup, "Mr. National Register" ests after three years of service. Bill was also a big supporter of OHP's programs. One of his last official acts was to approve the agreement between State Parks and the National Park Service to bring a second team of " student architects to California under the auspices of the Historic American Buildings Survey (HABS) programs. They will arrive this June in Sacra - mento to measure and record another of the significant historic structures in the State Park System, the Governor's Mansion at 16th and H Streets. Aaron and Bill will be missed, as they find time to enjoy new pursuits, new interests. A bright addition to the OHP's Environmental Review and Compli- ance unit is historian Dorene Clement.. We welcome her to our preservation team from the Interpretive Services section of the Department and knov~ she will provide outstanding assistance to our federal and state agency pazt- ners. Good luck, Dorene. We hope you will enjoy preservation work. As May is the traditional time to celebrate our national historical heri- tage,plans are "springingup" through- out California to mark National His- toric Preservation Week, May 10-16. From the Gaslamp Quarter in the heart of the city of San Diego to the faz reaches of the East Mojave desert, groups of preservation activists work to conserve examples of our state's important office buildings and signi- ficant railroad depots: At the Wilder Ranch State Historic Park neaz Santa Cruz, preservationists labor to depict the technological changes in dairy farming over the last one hundred years. Finally, the OHP is taking a spring- like "leap" into the Central Valley of California where our second annual "Rural Preservation Means Business" conference will occur in the fall of 1987. Staff visits to the valley towns of Hanford, Fresno, Reedley, Tulare ancll Visalia are "bound" to reap rewazds, as we branch further out to offer our programs and local assistance to new preservation partners. Happy Spring! NEW Pi1BLICATIONS . also be obtained from the OHP. This . of the Working urith IU6 series from Guidelines for Completing National book, prepared by Les-Thomas As- the Advisory Council on Historic Register of Historic Places Forms sociates of Sacramento under an OHP Preservation. The titlerefers to Section (National Register Bulletin 16) is finally grant, covers all aspects of preserva- 106 of the National Historic Preserva- available. This useful booklet is geared lion. Included are chapters on surveys; tion Act. This series focuses on the to the new nomination forms, also now registration; local, state and federal environmental review procedures available, and coritains a great deal of~ ' Programs; non-profit .groups; and -.. -when historic properties are affected- information onthe intricate and arcane downtown and neighborhood revita- by federally initiated, assisted, or requirements of the Register. Topics lization. There is no chazge for the licensed projects. Included are: 36 covered include most of the problem ~-Page book. CFR Part 800 (19 pp.), an annotated version of th gul ti • S ti significance of properties in relation to other properties, determining bound- aries, and descriptions of historical properties. To obtain copies of the bulletin write to: Publications Section, California Department of Pazks and Recreation, P.O. Box 492896, Sacra- mento, CA 94296-0001. The cost is $7.00 (including $1 for postage and handling). Copies of the new nomi- nation form are available from the OHP. Another new publication, Historic Preservatiosz in Cali f ornia: A Hand- book for Local Communities, may Also available are two publications relating- to surveys. Guidelines for Local Surveys: A Basis f or Preservation Planning (National Register Bulletin 24) has been substantially revised and expanded to 118 pages. It gives valu- able advice on organizing and con- ducting surveys and on using survey data in local planning. Survey of Surveys, meanwhile, summarizes sur- vey efforts.in over 130 communities in California. Included in the 60-page book are names and addresses of local contacts in each city and county. Finally, the OHP is offering copies e new re a ons, ec on 106, Step-by-Step (63 pp.), a cleaz and detailed guide to the"new procedures; and several briefer fact sheets. The 106 series, as well as the survey publica- tions, is also available at no charge from the OHP (P.O. Box 942696, Sacramento 94296-0001). Reminder - Most grant funds distributed by the OHP are only available to Certified Local Governments (CLGs). Grants' fund projects related to the OHP's survey, planning, review, and public information/education functions at the Reminder, cont. local level. To be certified, a local government must have a historic preservation . ordinance establishing a professionally qualified review commission respons- iblefor identifying local historic prop- ertiesand atleast officially commenting on proposed actions that would affect those properties. Once an ordinance is adopted, a certification application takes up to two months to process and approve, if it meets program re- quirements. The grant application deadline for CLGs is December 1 each year. A certification application must be re- ceived by September 1 to provide grant eligibility. Interested govern- ments may wish to begin preparing or revising ordinances in the near future to obtain eligibility for 1988 grants. For applications and further infor- mation, contact Connie Finster at the OHP, (916) 322-9608. ; Scoping Out Your Preservation Project .Having trouble estimating the work scope and cost estimates for your preservation project? The Construc- tion Management Program at Cah- forniaState University, Chico may be able to help. As part of the University's com- munityservice commitment, Professor Rovane Younger and the Construction Management students are offering their knowledgeable assistance to non- profits and local governments in northern rural California. Their ser- ~ vices include cost estimating, scope development and project phasing. From OHP's experience, these aze the areas where help is needed by many organizations embazking on an historic preservation project, especially if it's their first endeavor. In small com- = munities, expertise of this type is often . difficult to find. Elizabeth Moore, grants coordinator for the County of Glenn brought the Chico program to our attention with their successful '84 Bond Act appli- cation for the Glenn County Court- house. OHP staff were pazticularly 'impressed with the project scope and detailed cost estimate prepared by Professor Younger and his students. Whether you already have the fi- nancingand are beginning your project planning or are putting together a new grant or loan application, a Construc- tion Management Intern may be just the expert you need to stazt in the right direction. Knowledgeable early plan- ning can make your application more competitive, keep you on track and assure a quality preservation project. The Construction Management Pro- gram takes the summer off. Call now to schedule a fall consultation. Marion Mitchell-Wilson, Supervisor of Survey and Local Assistance for OHP is• coordinating arrangements with the Construction Management Program. If this sounds like the help you've been seeking, call Marion at (916) 322-0265. Shipwreck, cont. Mel Fisher's discovery of the Nuestnz Senora de Atoclia's treasure lost off Florida in 1622 as legal precedent, Marx's firm demands the court grant it, under admiralty arrest, possession of and legal title to the "abandoned" San Agustin. Florida's Atocha case differs in two important respects from California's San Agustin case. First, Fisher claimed treasure he had already. excavated which was being held by the State of Florida. Marx is still looking for the San Agustin. Second, theAtocha rested in international waters and was not subject to government restrictions. The San Agustin is on state land and may lie within a National Pazk, possibly under the stewardship of three federal agencies. In early April the Admiralty Court dismissed Marx's case. As a result he will be -required to obtain permits from the State lands Commission-and either the National Pazk Service or the National Oceanic and Atmospheric Administration. This decision means that the OHP will be involved in the salvage of the San Agustin. The OHP is chairing a committee to draft (1) a Memorandum of Agreement for the San Agustin salvage, and (2) a general statement regarding maritime policy which the State Lands Commission will then adopt. OHP Co-Sponsors State Historic Preservation Conference Tam R~ ~hi17tY+r~y~py~ ~i.,`,' , ~ e ~ P4+Q~!"'~ . "~,: ~a +„~~= a ~.,. 1 i 1 ~i: This magnificent hotel contains a world of comfort; it is noted for its elegant appointments... No description can give an adequate idea of this grand edifice... constructed in the form of a parallelogram, built around an open court... (from advertisement @ 1890) _ For the 12th year in a row, the OHP will co-sponsor the State Preservation Conference. Again this year the con- ference is being sponsored by the California Preservation Foundation in cooperation with a local preservation organization. The Coronado Historical Association will be the host at the famous Hotel Del Coronado, a Na- tional Historic Landmark. The keynote speaker will be William Penn Mott, Jr., Director of the National Park Service and former California SHPO. Mott's comments on the future of historic preservation will be of pazticulaz interest because the National Historic Preservation Act is scheduled to be reauthorized in 1987. Program experts from every section of the OHP will be chairing panels, hosting affinity breakfasts, and paztici- pating in workshops on the latest issues and regulations affecting historic preservation at the local level. At the "preservation basics" sessions the OHP staff members will discuss the effects of the 1984 Bond Act on _ (cont. pg. 4) v ~~ Conference ..~ historic civic buildings, the revised National Register program and priori- ties, the new Advisory Council regula- tions, and rehab certification under the new tax law. Others from the OHP will speak at the sessions on archeology and downtown revitaliza- tion and at the workshop for local landmazk commissions. Once again CPF and the co-sponsors have pulled together a varied program that promises something for everyone, including fun, elegant accommoda- tions, and stimulating discussions. Contact the 1987 Preservation Con- ference Committee, P.O. Box 393, _ Coronado, CA 92118 for a registration form. Hope to see you there! .. . COMMISSION UPDATE Commission Update, cont. Newsletter Since the last Commission meeting, Editorial Staff: the following properties have been Nick Del Cioppo, Editor listed on the National Register of Maryln Lortie Don Napoli Historical Places: - Beverly Scott Santa Ana Fire Station Headquazters No. 1, Santa Ana, 7-10-86 Edison Historic District, Pomona, - 8-13-86 Santa Paula Hazdwaze Company Block- • Union Oil Company, Santa Paula, 8-14-86 .. Dr. Edwin Hennessey House, Napa, 8-28-86 - . Barron-Latham-Hopkins Gate Lodge; . - Menlo Park, 8-28-86 Bardsdale Methodist Episcopal Church, Fillmore, 8-28-86 Pitzer House, Claremont, 9-4-86 Tenalu, 9-4-86 - At the February 6, 1987 meeting at Villa Francesca, Rancho Palos Verdes, the Golden Gate National Recreation 10-2-86 Area Headquartersan Fort Mason, San Gabilan Lodge No. 372 -Independent Francisco, Dr. John H. Kemble was ~ . Order of Odd Fellows, Gonzales, elected Chair and Mr. Robert H. 10-2-86 - Power was elected Vicechair for the Episcopal Church of the Good Shep- coming year. Mr. Ray Girvigian was _ herd, Berkeley, 12-1-86. elected as an alternate to Mr. Milford Wayne Donaldson as the Commission's CALENDAR representative to the State Historical Code Advisory Board. - - June 4-11, Historic Preservation Con- TheCommissionrecommendedfour ference, Hotel Del Coronado, San districts as well as six individual ~ Diego, Contact the 1987 Preserva- National Register nominations be Lion Conference Committee, P.O. forwarded to the State Historic Preser- Box 393, Coronado, CA 92118 for a vation Officer Two landmazk appli- registration form. cations and three plaque requests June 11-14, Society of California Archi- wereforwarded to the Director of the vists, Asilomaz Conference Center, Department of Pazks and Recreation. Pacific Grove. Contact Robert Two Points o_f Historical I_n_ tere_ stwere- _ Blesse, University of Nevada-Reno, approved.- --"_---~- -- ,p.0. Box 9526, Reno, NV 89507. - CALII'ORnIA . orPice or ..1.. HISTORIC - - ~~ ~~ ~ i ~{ PRESERVATIOn h IYE_WSLETTER _= P.O. Box 942896 Sacramento, CA 94296-0001 CITY MANPI;ER CITY OF SARATOGA 13777 FRUITVALE AVI:NIJE g~~A CA 95070 Layout and Design Beverly Scott OHP HAS MOVEDTI- SHPO TAKES FLAT IN HIGH RISE If you wonder where the OHP went, look harder! Go to the old iddress. Stand in front of the front loor, turn around, look due north. See he green 16-story building with the white bowling ball on the top? That's .416-9th Street (the Resources Build ng). Look two floors down from th~ op on the left end. There's Kathryn ooking back at you - or working at ier desk. Anyway, walk over there, ake the elevators (good luck) and go o Room 1442. If you visit, you can park in the Bonderson Building at the corner of 10th and P. The lot entrance s on 10th. At 75¢ an hour, you won't vant to stay long (gets expensive). )ur office hours, 8-5, and our tele- >hones remain the same. ~~oyX~d~' U S.(~~Sli;Gt _ is-. <~ CHL1F~ pnMal•H' 6032810 ~_ =- .- .- 5:. ,.. ~. ' ` :Y j y ~1 i~ - ~ • ' !: ~ " •v. ' _ JOSE HIGUERA RD08E ~~~ ~ ~~ .__ _~ ~ - 7HE MILPITAS HISTORICAL SOCIETY NEWSLETTER - Volume VII,:no. 5 BONNI BANBURG, preservationist, was our-.April speaker, presenting a vivid outline of what we, both as a Society and as individuals., may do to identify and preser~~e our local history in buildings, _ homes and .other structures. As we now have~our own Cultural Re- sources Preservation Board, her .comments and suggestions will be of vital concern to us in helping the Board preserve or redevelop our heritage. We really are not • aware or appreciative of the col- orful place in local and state- wide history we take for granted every day. ... The Society e•xtend~ i.ts sincere sympathy to ~acorra Kiley in the recent loss of her mother. DATES TO REP~iEMBR,R . Ju1.y: no general meeting. Au~us t.:.._ .No general meeting . If - you are interested in.f.an~old-. timers' get-togetherfthis month, please contact Oscar t"lyatt at 262-3372;Cora Kiley, 248-2861; or Ramona Martinez, 293-5782. September general meeting: Paula Moz•tensen, our own genealogist, is making arrangements for a gen- ealogical program. If you have not paid your 1987 Society dues, send $10 check made out to the P.iilpitas Historical :,ociety to Barbara Carroll, 1305 Platt Avenue , I,gilpitas , ~%A95o35. i~~iay 1987 JATfiiES HURRAY, i+:ilpitas Police chief who is retiring this year, will be our 1~1ay speaker. Moving here in the mid-1950's when pop- ulation was about 950, he has- , helped our city grow from a staff of only three officers to a com- plement of 65 sworn officers and a civilian staff of 21. In his early years, there were about 300 in Elmwood, in either the almshouse or in the little jail compound behind it. Enjoy his reminiscences of these event- ful 33 years. In retirement, he may do some teaching in law enforcement at S an Jose State and community colleges around the state. Best news of all is that he will con- tinue to live here in Milpitas with his wife, Barbara. Perhaps he will even have leisure to join some of the local clubs and share with all of us his memories of our history and growth. - 21._June. Saturday, trip to Benicia. Get there individually to. walk through the town, enjoy the his- toric sites of the first Capitol Building of the 1950's, fully restored to exactly what it was in those days, where Sutter de- clared he had found gold iri that area, and other restored buildings. After we have lunch, we shall meet for a group tour at 2:00 p.m. at the "Camel Barn~Museum", which housed camels for the gold mines in that era. ROBERT WEBBER, board of directors member and head of the Planning Committee, was born in Worcester, N:ass. and reared in Kennebunk, Iriaine . In 1941 he moved to Arizona and in 194? to Glendale, Calif., where he attended Curtiss- Wright Technical Institute and was graduated in late 1942. He Went directly to work for TWA in Kansas City, Missouri. Late in 1943, he returned to Cal- ifornia and sent for his love, Juanita v~ollen, to join him; they were married soon after in Lan- caster, where he was employed in an Air Force Cadet contract fly- ing school. -While living in southern California,- he worked for Grand Central Airport Company , Lockheed Air-craft Corp., United Technology Center and P~orthrop Aircraft Corn. After working 4Z years in Hono- lulu with Lockheed Aircraft Serv- ice, Inc, the family moved to Milpitas in 1961. He was on the Milpitas Planning Commission for the years 1962-1966. He is still employed by Northrop Aircraft Corp., where, for the past twenty years, that company contracted to build and maintain flight simula- tors for NAS A. He and Juanita have reared four daughters: Geraldine, Patricia, Susan and Rozanne--a full-time Milpitas Historical society #~Fo North Milpitas Blvd Milpitas, cA 95035 job for Juanita. She did a• marvelous job, he say. she is ' still-busy with grandkids, bowl- ing, Siga Eta Phi sorority and bridge. She claims to be a re- tired housewife: Robert's hobbies are wood model aircraft, leather work, rocks, sweeping the street, helping the neighbors and girl-watching--not necessar- ily in that order: MORE DATES TO REMEMBER 16-17 D1aY, 2 : 30 p. m. GRAINY RANCH .AND HALL'S VALLEY: from land grant to cattle ranch in Santa Clara County Park, escorted by - Ron Bricmont of riends of Gra:~t Ranch. Contact the man Jose T-:ain Library 27?-4846. 16-1 Ma LIVING HISTORY DAYS, at San ose Historical Museum, of life and activities in the late 1880's; entertainment, children's games, food; personalities from KRON-TV 4 from 2-4 p.m. both days. Call Virginia Beck at 287-2290 for more details. . 21 Tria Celebration in San Fran- cisco for 50th anniversary of the - Golden Gate and San r~'ancisco- -. Oakland Bay bridges, and the - engineers who built them.- - 1 tiia 2 s 30 p.m. MIRAS3OU~.: WINERY; a California pioneer, tour and wine-tasting. _ P'' `'os l y - P M t~ 3 ssi~ . FI c ~~ ~ Aa5 Landmarks Pres. Board City of Saratoga 13777 Fruitvale Avenue Saratoga, `'A 95070 ~~ ~. ~. r -~-Y=~- j _.;.. mom.: +iuonnm~ ~ ~ u• ~;~: ; < <~ "~;' ._. ;9317 CALIFORNIA PRESERVAI iON Published quarterly by the California Preservation Foundation VOLUME 12, No. APRIL, 1987 WEST OAKLAND'S JUBILEE WEST The State Office of Historic Preservation has recommended a grant of 850,000 to help restore the 110-year-old Western Market Building ~in West Oakland. The two-story Italianate at the southeast corner of 8th and Chester ,Streets, a block from the West Oakland BART Station, was recently bought by Jubilee West, Inc., a non- profit community group working in the neighbor- hood west of Cypress Street, which is seeking landmark status for the _structure from the City, of Oakland. Insurance _p roblems almost stymied the group's plans to buy and restore the building, which was originally a meat market once operated b,y a leading Oakland politician and businessman and was later the Oakland headquarters of Father Divine's Depression-era Peace Mission, one of the nation's first civil rights move- ments. But, after close to a year of negotia- tions and fund-raising, Jubilee West managed to obtain insurance coverage for the badly deteriorated building. Once it is restored, the group plans to use it as a community center and offices for its housing, employment and outreach programs. Built during the boom fueled by the 1869 arri- ~al of the transcontinental railroad, the Western Market building is an outstanding ex- ample of mid-Victorian commercial architecture distinguished by two octagonal turrets that protrude from its northwest and southwest cor- ners of the second floor and a drive-through on the southwest corner off Chester Street. Although the structure is in poor condition, much of the original ornamentation, including several different types of brackets and orna- mented window hoods, is still in place and will be restored as part of the project. The Oakland Point area where the Western Market Building is located was especially affected by the railroad because of its proximity to the Oakland and San Francisco Railroad's ferry ser- vice at the foot of Railroad Avenue (now 7th Street) and the nearby Southern Pacific yards and shops. The thriving community had a large German Lutheran population (including the fam- ily of Attorney General Edwin Meese III) that attracted one Harry A. Zeiss, a San Francisco pork butcher of German descent, who bought the building's site from a real estate investor for $2761..25 in~1876. Neither the architect (if there was one) nor the builder are known, but an 1880s photograph of a very similar building that once stood a few blocks away, at 8th and Willow Streets shows that the building's crea- tor may have been active in the area. The building was occupied by a meat market and .then a grocery store, operated by Portuguese neighborhood residents, until about 1928 when it was bought by a fraternal organization now known only by the initials U.N.P.A.. The group, which identified itself in a 1928 buil- ding permit application as a "secret order", converted the building to a lodge room, dining room and offices and was probably responsible for removing the large shop windows that once flanked the front entrance. In 1935, Father Divine, whose Harlem-based. Peace Mission movement then numbered close to 50,000 followers, chose the building as the center of his Oakland activities. Long-time neighborhood residents recall that the mission provided dormitory accomodations and a dinina_ room where meals could be obtained for a few pennies. The movement began to decline after the start of World War II and the Oakland center closed its doors sometime around 1943. Until the early 1970s, the Western Market Building was occupied by several black chur- ches. Since then, its condition has deterior- ated and in 1985, after receiving numerous complaints from neighbors, the City ordered the structure demolished. Action on the order has been suspended in light of Jubilee West's plans. Kahn/Mortimer/Associates, an Oakland architec- ture and planning firm, are architects for the project, which has an estimated total cost of more than $600,000. To date, Jubilee West, which has already rehabilitated 51 low-rent units in the neighborhood. where the building is located, has raised about $400,000 for the project. In addition to the State Preservation Grant, the Clorox and Irvine Foundation have each agreed to provide $100,000 for the pro- ject and other grants have been received from the Haas, Irwin, Crescent Porter Hale and San Francisco Foundations. SEE YOU IN CORONADO••••JUNE 4 Registration packets for the Coronado Conference have been mailed and if you are a CPF. member you should have received the materials; please call immediately - 415/527-7808 - if ,emu have not,,,, hotel rooms will go fast and lower, early regi- stration fees hold only through May 4 postmarks. We sincerely believe this will be the best ever Annual State Preservation Conference. Sessions are diverse and the speakers - mostly new to you (continued next page) STATE CONFERENCE (continued) - are excellent. Ciscussions of the future of~~ our federal program...featuring William Penn Mott, Nellie Longsworth and Kathryn Gualtieri... should be lively; tours and traveling workshops provide a wide selection of choices, and special events will be just that - special. There is still time to enter the "Three-Minute- Success Stories", Foundation "DESIGN AWARDS"com- petition, golf tournement and reservation space for the Saturday evening banquet and auction in the Hotel del Coronado's Crown Room is still available...but you must act auic!cly. We continue to gather items for the auction and solicit your help. If you have something you are willing to donate - services, objects, trips or tours, specialties - please con__tact the Foundation now; the proceeds of the auction will greatly enhance our ability to continue our job of assisting you in local preservation wars. There is a great deal of enthusiasm for this conference. We all intend to learn a great deal and we know we will have fun. Finally, this is the Foundation's major event and provides a big part of our funds for operations. We hope you can attend, learn, have a good time, see some of the San Diego area, and help CPF continue with its work in the following year. BE THERE, or... Some Happenings in California ORANGE COUNTY - The Federation of Orange County Historical Organizations continues to publish a fine newsletter with very helpful information. Recent issues have included a list("Glossary") of Historical Organizations, with activities' descriptions and contact, "Historic Wedding Sites" and a chart detailing every affinity group - historical society, museum or public preservation agency - in the county. For more information or for copies of t_he material, contact the Orange County Historical Commission, P.O.Box 4048, Santa Ana, 92702 (714/834-5560). SANTA CLARA - The City Fire Department burned down a bungalow listed on the Santa Clara City register of historic sites...to practice fire fighting. The house, scheduled to be moved to a compatible neighborhood location, was picked because an inspector was unaware the City even had any historic register. You, too, may have done a fine job with your historic survey and in creating an ordinance and register, but if city officials aren't informed - and some- times they aren't too willing to learn - you may find historic resources being demolished 2 without proper review. EUREKA - The Eureka Heritage Society (P.O. Box 1354, Eureka 95502) has published Eureka: An - Architectural View, a book based on an outstand- ing and extensive survey underway for years. While much of the book is intended for local reference and planning, the essays on periods , and styles are excellent and the breadth of coverage - including the fine post-World War II architecture of Eureka - provides a model for others. A limited number of copies of this beautiful and highly insightful book are avail- able from the Heritage Society for $30.00, plus 35.30 for tax, postage and handling. VISALIA - Visalia Heritage ( P.O.Box 216, Visal- ia 93279) has also published the results of its survey of 250 blocks in the Central Valley com- munity. Visalia's Heritage (525.00) is the cul- mination of nine. year's work by the local pre- servation group to educate people and document the fact that Visalia has an incredible wealth of historic and architectural treasures. The survey - originally funded by OHP in 1978 - uncovered far more than expected and now the book demonstrates the results with over 140 photos. A citizen effort guided by Pat Cleven- ger,-Visalia Heritage should be proud and others could learn from this book and their experience. OAKLAND - Oakland Heritage Alliance's Winter, 1986-7 News contains an excellent and informa- tive article on documenting local history. The focus of the story is the Oakland Library's History Room which contains an abundance of vintage material, but the discussion of the many types of documents and published materials which assist any researcher should be read by people outside Oakland as well. The newsletter' can be obtained by contacting Oakland Heritage, 5569 Lawton Avenue, Oakland 94618 . SAN FRANCISCO - The National Trust and the San Francisco Department of City Planning have just released Historic Preservation in San Francisco: An Evaluation of Programs Affecting Historic Resources, prepared by Grant DeHart and Nancy Shanahan. The report is intended to provide the basis for a General Plan Element for His- toric Preservation in 1987 and recommendations follow a thorough study of existing regulation, legal constraints, state and national legisla- tion, zoning code provisions and identification of key issues. Like the Development Rights Transfer proposals several years ago, this study establishes progressive new approaches which rest on solid background. Contact the National Trust Western Regional Office ( #1 Sutter, Ninth Floor, San Francisco 94104) for a copy, or for a summary of recommendations. LOS ANGELES - Dolores Hayden of UCLA.'s School of Architecture and Urban~Plannjng led efforts to create an organization and publication called The Power of Place. The publication, available from 8318 Ridpath Drive, L.A. 90046, rediscovers some invisible or forgotten history still tied to physical elements... the history of minority communities in downtown L.A., women, and even children. Designed as a guide, The Power of Place is a revelation of hidden history, even to those who think they know L.A. and its amazing past. A native Angeleno, I'm indebted Dolores. Preservation Week, May 10-16 What's the bid on this fine Gaslamp facade?? :~~ CALIFORNIA ~`` PRESERVATION F UNDATION CPF Election Slate Nominated Each year seven CPF board positions open up and the new Trustees are elected at the Annual Meet- ing held during the State Conference. This year the Annual Meeting (for CPF members only) will be held in Coronado on Saturday, June 6, 1987. If you will be attending the State Conference you will be able to order a box lunch and you should indicate you will attend the meeting when you return your registration form. .After nominations are made for new board mem- bers, candidates are contacted, reviewed and recommended by the Nominations Committee. Two CPF Board members will be standing for re- election to second terms: Pamela Seager (Long Beach), formerly Assistant Director of the California Historical Society, is Executive Director of the Rancho Los Alami- tos Foundation, Bixby Ranch. Bill Sugaya (San Francisco) is with the Archi- tec ural-Resources Group and, after serving as the Director of the National Trust's San Fran- cisco office, has maintained preservation plan- ning related to tourism and cultural resource protection in several Pacific Rim nations. ~oard of Trustee slate candidates who may be new ames to members of the Foundation are: William Delvac (Los Angeles), an attorney spec- ializing in preservation litigation with the law firm of Sheppard, Mullin, Richter and Hampton in L.A.. Bill is a member of the Los Angeles Conner vancy and serves on American Bar Association Com mittees on Tax Incentives and on Historic Preser vation. Linda Dishman (Pasadena) is a planner with the City's Urban Conservation Department. Linda has previous experience in historic survey consulting and worked for the State Office of Historic Pres• ervation in the late 1970s. Steven Spiller (Redlands) is Executive Director of the Kimberly-Crest House and Gardens and has his M.A. in preservation from UC Riverside; he is Chairman of the Redlands Area Historical Soc- iety "Program Committee" and, while attending Castleton College in Vermont, worked as a guide at Fort Ticonderoga. The Foundation Board of Trustees recommends this slate. Additional nominations are still possible and can be presented to the June 6 Annual Meeting. To nominate others at that time you must do so by "...means of a petition signed by not fewer than the lesser of twenty members or 5% of the membership, (petition) received by the Secretary not less than ten days before the date of the Annual Meeting" (CPF Bylaws). If you wish to nominate someone, ~ontact John Merritt (415/527-7808) immediate- y for a copy of the petition and for an ex- planation of the process. Next Newsletter Dead I ine • • June 30, 1987 SECTION 106 WORKSHOPS The Foundation is proud to present two work- shops on "SECTION 106", one in San Francisco Wed, April 29 and one in Los Angeles on Thur. April 30. Both will feature Dr. Thomas King of the Advisory Council on Historic Preser- vation in Washington, D.C. The "Section 106" process, since 1966, is that process which requires federal agencies to consider the impact of federally-assisted projects on cultural resources. Federal reg- ulations on "Section 106" have recently been amended drastically. The new regulations will require local preservationists to be far more prompt and vigilant if they are to use the process. The workshops will explain the new rules and help your group to do the job of preservation in your community. Tom King, Dire"ctor of the Office of Cultural "Resource Preservation, oversees staff in D.C. and in Denver responsible for Section 106 re- view, a job he has held since 1979. Doctor King (PhD, U.C. Riverside in Anthropology) grew up in Petaluma and was an early Presi- dent of the Society for California Archeol- ogy. With these strong California roots and interest, Tom will be most helpful to ex- plain the stringent new rules to Californians. Both the S.F, and L.A. workshops will begin at 9:00 and will last until 1:00 p.m. Doctor Hans Kreutzberg of the California SHPO office will provide an overview of the SHPO role in the process to supplement the more detailed presentation of Tom King. f `i r ~.. r 7". F i^~:T~ vt SSr h ¢ ~. ~, n t~..c ~- ~: ~ ,,:: ~ T o m Ff 3- ~aM~ t ~ s, , Kin ~~ - ~~=~s~ the N ~' - Viz- 1 ~.: „106„ ~ °, ~, ~ -. `- ° ~-= f r o m k Fvi-~: '~ - ° E ~ D.C. ~~ ~ ~~ , , .. ,, who s ~t ~ ~ 4~ ~~ ~ `:~~ ;~~_ home Y to do ~, ~~;,~ ~; work- ? r ~" Shops t ~`~'` ~~ t h i s P ;sb rur ~''"~` i _ month ~ '~ ~ w i t h _ ~'"~~ Hans! lr - `' ~ ,-. tr:~ _ ~'~.' San Francisco, 29 April, 9:00 a.m. at Fort Mason Headquarters of the Golden Gate National Recreation Area, Building 201/Confer- ence Room. (Take entrance to Fort Mason.at Franklin St. & Bay St. For more information call (415) 527-7808. Los Angeles, 30 April, 9:00 a.m. at The Design Center of Los Angeles, at 433 South Spring St., 6th Floor (Corner of fourth & Spring, downtown L.A.) For more information call (415) 527-7808 or the L.4. Conservancy 3 at (213) 623-CITY. PRESERVATION -SAN D I EGO COUNTY A PRE-CONFERENCE SURVEY OF AREA ACTIVITY With the Annual State Conference on the immed- iate horizon we thought a special feature on preservation activities in the Coronado-San Diego area would be interesting. We are indeb- ted to Miriam Kirshner and Rick Alexander of SANDAG (San Diego Association of Governments), Miriam for amassing the material and preparing this survey and Rick for making it possible. Introduction The San Diego region has made significant pro- gress in preserving its historical and cultural resources, including sites, districts and com- munity design-features. While private develop- ment continues to nibble away at portions of the region's architectural heritage, new and innovative as well as proven techniques are being applied by local governments and develop- ers to preserve our heritage for future gener- ations to enjoy. Coronado The State Historic Preservation Conference is being appropriately held in the Hotel del Cor- onado, a vast and complex structure which was designated a National Historic Landmark in 1977. The Hotel del was one of over 800 structures in- cluded in the Historic Resources Inventory of the City of Coronado. The inventory, completed in 1986, also documents community design fea- tures and delineates areas which could poten- tially be designated historic districts. The inventory reveals a vast wealth of notable structures. The Citizens Advisory Committee, which assisted in development of the inventory, identified 261 structures which were in excel- lent physical condition, largely unmodified, and of a unique or scarce architectural style; in short, structures which could qualify for National Register status. Architects who have contributed to Coronado's streetscape include Irving Gill, Paul Hathaway, Will Hebbard, Cliff May, and Richard Requa. The City has certified the survey and has adop- ted the state's historic building code, as well as a-design review ordinance which enables the City to approve applications for designation of historic sites and districts. The City also in- tends to prepare a Historic Preservation Ele- ment of their General Plan to facilitate preser- vation efforts. The Coronado Historical Association has been hopeful that the 73-year-old MacMullen Home can somehow be saved. The structure, Italian Renai- ssance style, U-shaped home with arches and balconies, is named for James MacMullen, former editor and manager of the San Diego Union and Tribune. The owner has applied for a demolition permit, but is willing to sell the home. Previous attempts to save the home have failed, including a proposal to convert the home into a bed-and-breakfast inn, as well as efforts to raise the funds to buy the home. The owners of the Hotel del Coronado have recently offered to renovate and possibly purchase the home, provi- ded that the council agrees to include a visi- tor information center in the building. The structure is located at the entrance to Coro- 4 nado from the San Diego-Coronado Bay Bridge. L Take some time to stroll in this city of repre- sentative, and good quality, Southern Califor- nia architecture. 1 E1 Cajon The City of E1 Cajon to the east of San Diego has also adopted a Historic Resources Inventory. Completed in 1985, the inventory documents the significance of 219 structures. Researching the inventory proved to be an extremely difficult task because of the sequential subdivision of land after the original Spanish land grants in the early 19th century. Records of historic property ownership either were not kept or have been lost. The names of architects and builders of most structures are unknown. Despite such difficulties and resulting lapses of information the survey is a suitable record of the City's resources and'may prove key to local neighbor- hood preservation and improvement projects. Oceanside The Oceanside City Council voted to preserve the historic city hall and fire station build- ings and incorporate them into the site plan for the new civic center, despite the estimated 5100,000 additional cost. Both structures were constructed by noted architect Irvino Gill in ]92~. Irving Gill Firehouse, Oceanside (19?.9) The City has also formed a commission to guide development activity in the historic Mission San Luis Rey district, which comprises over 600 acres. The focal point of this district is the mission. Built in 1800-15 and still in use, it was one of the original stops on E1 Camino Real. The commission has developed guidelines for renovation and new construction, and con- ducts design review for the Mission Revival-era district. The City has completed a historic resource survey of about 400 structures and a specific plan for a downtown block, making Oceanside a rather active proponent of historic preservation. La Mesa The La Mesa Historic Resources Inventory was completed in 1985, documenting over 300 struc- tures and community design features and a po- + tential historic district. At the same time, a Historic Preservation Element and Ordinance were adopted. These actions have encouraged adaptive re-use of historic structures and sen- sitive restorations. The inventory is being continually updated. Downtown San Diego The imagery of San Diego's centre city, founded by Alonzo Horton and dubbed "New Town", has been shaped by an interplay of construction, reservation and redevelopment. The Horton laza shopping center, for example, was comple- ted in 1985 after years of redevelopment effort. An intricate post-modern mall, Horton Plaza contrasts with the Victorian-style architecture that surrounds it in the City's historic Gas- lamp District. Despite the clearance that per- mitted Horton Plaza, redevelopment has actual- ly been used to benefit the Gaslamp area, aid- ing in its evolution from a dilapidated down- town district to an increasingly-popular enter- tainment and office center. A Planned District Ordinance was passed in the district in 1981 (updated in 1985) to regulate the design of the community. The Horton Plaza project was built around the Balboa Theater which, with its tiled dome, is a local landmark. The 1924 theater was deemed eligible for inclusion on the National Regis- ter as well. The City's redevelopment agency approved a proposal to convert the structure for use as a museum in 1985. Local preserva- tion interests feared that the conversion would threaten its architectural integrity and its significance as a theater. A structural analysis for earthquake sensitivity sponsored by the redevelopment agency also threatened the theater's future, suggesting seismic work would be extensive and expensive. The Balboa Theater Foundation was formed in re- sponse to these threats. The foundation is a ivate, non-profit organization created to re- ~ore and operate the theater, as a theater. It conducts tours of the building and sponsors chamber music presentations, and is arousing public interest in and support of the theater's preservation. A recent proposal to restore the theater was presented by the Balboa Theater Foundation to the City Council. The proposal included a com- mitment by the foundation to match city funds generated for the restoration and to assist in locating an expert to do the work. The proposal documents a market for the theater, giving de- tails of potential users and a cost estimate of operating the theater. - The foundation is hoping for a positive res- ponse from the City and its redevelopment agen- cy. With their support, the foundation will be- gin to raise funds for the restoration. Mean- while, the fate of the theater still hangs in the balance, particularly the interior (below). fix" ~. ~~~~'~ - =;x, ~:.,~ ••~l i2"' ._ ~ . - r :'"~: `r'te;'. ~;~ w ~ `` ti ~BS~.' iF =, k , ,~ ~ ~ ~~ ~,~ I #, ' it I I ~- ~~ ;E i :l ~'~~- Downtown San Diego is also home to the last rertinants of a once-thriving Chinese community. Only nine buildings of architectural and his- torical significance to the Chinese community remain of an estimated thousand. The nine structures were built about the turn of the century. The City of San Diego has sponsored a survey of the structures and an evaluation of the poten- tial for designating a thematic district. The district boundaries may be proposed to partial- ly overlap with the Gaslamp district.The His- toric Sites Board hopes that designation of a district will qualify the area for adoption on the state and federal registers. The original Horton Grand Hotel, built in 1886,. was scheduled for demolition to make way for the new shopping center. A group of developers and architects decided to move the Horton Grand onto another site and to build a new wing to connect it to the Kahle Saddlery Hotel, also moved onto the site. The original exteriors of brick, bay windows, and Victorian-style corni- ces were set on the new steel-beamed structure. Many of "the original interior features were also preserved. A number of modifications were made to trans- form the old hotels into a profitable modern attraction. These modifications prevented the structures from 5eing placed on the National Register, and therefore, from qualifying for certain types of financing. plans. With the assistance of several state officials-, the project received funding from city-issued reve- nue bonds and Urban Development Action Grant funds. The Horton Grand Saddlery Hotel contains a small Chinese museum dedicated to the pre-1880 boarding house it displaced. National City A local register has been adopted which docu- ments 29 structures, including three which are on the National Register (Brick Row, St. Mat- oew's Church and Granger Music Hall). The City gas also adopted an historic preservation ordi- ~ance which requires that the local historical society review requests for demolitions or alterations. A bed-and-breakfast ordinance al- lows for B&B uses in historic buildings with a cor.•ditional use permit; one such permit has been issued. 5 The Labor Merchants Association Building in San Diego's Chinese thematic district. ~..,Q.~~~._ .,~ .;,~: :;~:~., *. ~~= Brick Row is a particularly interesting develop- ment. Built by Frank Kimball in 1888, these brick rowhouses are a rare example of an east- ern style housing project developed in an urban setting. The 10-unit complex is currently being renovated by its individual owners. Santee The Edgemoor Farm dairy barn has been placed on the National Register of Historic Places. The barn was built in 1913, and is an outstanding remnant of San Diego's dairy farming and polo era. Minor exterior modifications are planned for the barn to enhance its structural integ- rity. The adjacent town center project is being designed to accomodate and protect the barn. A historic "theme" Park is part of that project, and it is hoped that the barn will be used for a commercial or office use. Other Local News The Belmont Park roller coaster has been desig- nated a National Historic Landmark. The coaster opened in 1925 as part of the Mission Beach amusement center, later known as the Belmont Amusement Park. A non-profit organization owns the coaster on land leased from the City of San Diego. Working with a $150,000 state grant, the Save the Coaster Committee has been restoring the coaster. The City, on behalf of the committee, has ap- plied for a $300,000 state grant. The bill, which requires a match in-kind, is currently in the Assembly budget and is being reviewed by the Senate. Several of the original structures from the amusement park have been lost to redevelopment. laowever, new development will provide funding for maintenance of-the coaster and landscaping, thereby reducing the coaster's operating costs. It is expected that the coaster will become operational if and when the state appropriation is received. Rancho Guajome, a National Historic Landmark near Vista, has been acquired by the County of San Di-ego. The 1851 adobe will be the focal point for a regional park. The County is preparing a resource booklet on historic landmarks in the San Diego region. The booklet will describe approximately 700 sites which have been officially designated on local, state or national registers. The U.S. Army Corps or Engineers is mapping and 6 analyzing historic shoreline changes in 'the region. The information will help concerned par- ties gain a better understanding of what is happening to California's beaches and shores. Historical wave, sea level, river sediment di charge, and bluff erosion data will be analyz~ Balboa Park has undergone some renovation over the last few years. The ornate Spanish build- ings in the Park were built for the 1915 and 1935 Panama-California Exhibitions. The Organ Pavilion, and the Old Globe Theater have been rehabilitated after fire dmaged them. The Elec- trical Building has also been rehabbed and now houses the San Diego Historical Society. The Society has a large photographic archive which includes the donated Ticor collection. The of- fices of the Historical Society are open Wed- nesdays through Saturdays, 10 a.m. to 4 p.m. MORE CALIFORNIA NEWS - CARMEL Congratulations to a group of dedicated Carmel citizens-who have drafted a sensitive, well considered Historic and Cultural Resources Element for public review. Following his election, Mayor Clint Eastwood called for review of Carmel-by-the-Sea's Gen- eral Plan with an eye toward revisions, and appointed a committee to study the matter and make recommendations to the Planning Commission and, ultimately, to the City Council. Early in the process, the General Plan Review Committee moved to rescind and restructure Carmel's Sig- nificant Buildings Element. Concerned that Carmel's cultural resources would be overlooked in the final recommenda- tions, and recognizing the community's need for historic preservation education in general and cultural resources elements in particular, mem- bers of Carmel Heritage organized a well-atten- ded day-long workshop on Valentine's Day. The event was sponsored by the Monterey County His- toric Advisory Commission and led by Commission President Kent Seavey, long active in historic preservation on-the Monterey. Peninsula. CPF President Gee Gee Platt was the keynote speaker and addressed the economic benefits available to owners of significant buildings. As a result, Enid Thompson Sales, Renee Eaton and Marjory Lloyd ably assisted by Barbara Rainer began drafting an historic resources element, relying heavily, they say,--on Histor- ic Preservation Element Guidelines published by the State of California in 1976. On April first they presented their proposal to the General Plan Review Committee and Planning Commission in a public hearing. Further Plan- ning Commission hearings are expected at the end of April and in early May. In addition to our commendations for a job well done, we offer our continuing support and feel certain that after studying the draft element, the General Plan Review Committee will recognize its importance and adopt it with little modification. This newsletter was produced by John Merritt with the assistance of Dick Price. Contributors were Vivian Kahn, Miriam Kirshner, Nadine Hata and GeeGee Platt. Your future contributions are invited. . _~.. _. _ PRESERVATION EDUCATION By 10:00 a.m. on Saturday, December 6, 1986, the ballroom of Pittsburgh, Pennsylvania's Station Square Sheraton was packed with 25 ~ocal history and architecture exhibits produ- ed by students ranging from the first grade to high school in subjects as diverse as social studies, language arts, mathematics, speech, library, music, and art. Displays and perfor- mances throughout the day represented the work of 36 teachers and 1200 students in 26 schools to an enthusiastic crowd of over 1000 visitors. Pittsburgh History and Landmarks Foundation, sponsor of this first and spectacularly success- ful "Hands-on History Education Fair, recog- nizes our natural curiosity about local people, places and events and its tremendous potential to generate enthusiasm among students. Yet, when Landmarks began developing education pro- grams a number of years ago, the staff found a severe lack of easily-accessible books and course materials on local history. Since 1983, Landmarks has been changing this by developing teacher training courses and curricula on both local history and architecture. The demand is great. Course offerings "Pittsburgh Heritage", "Hands-On History","Exploring Your Neighbor- hood" and "Exploring.Your City" are filled to capacity each time they are given. After only three years, the impact of Landmarks' educa- tion programs in the schools of Allegheny County has been considerable. This past fall, the teachers who had taken Landmarks' courses were invited to present their students' work at a fair on December 6. Landmarks sponsored the fair to perform the same advocacy role for ~ocal history education that science fairs per- orm for science and math education. The over-one-thousand visitors to the fair were treated to exhibits and presentations that dem- onstrated beyond a doubt what an exciting learning resource the local community is for a tremendous variety of topics. One school chose local sports history as a topic of study. A highschool class built a Gettysburg battle- board and collected original documents showing Pittsburgh's role in the conflict. An elemen- tary school produced a slide-illustrated play on the rise and fall of the railroad industry in a small river town. A middle school home economics class published a cookbook-of family recipes and their stories. One school, fortu- nate enough to have an authentic log house on their property, displayed and demonstrated pioneer history, crafts and folklore which the students learned while raising money for the restoration of the house. In another area of the fair, a large crowd awaiting the outcome of the "Great Pittsburgh Bridge-Building Contest" nearly overwhelmed+ the two PennDOT engineers who judged the 47 entries for "Most Attractive", "Most Ingen- ious", and "Strongest" bridge awards. Everyone was astounded that four of the brido_es held the entire 500-pound set of testing weights! Visitors to the fair could add their building ~esigns to a "Mainstreet Mural", chat with esidents of Pittsburgh's ethnic neighborhoods at the "Oral History Alcove", browse through Allegheny County survey files for "Hometown Treasures", or preview Landmarks' publications and slide shows. Landmarks' two travelling ex- hiLits, "Architecture: The Building Art" and "Landmark Survivors" took a hiatus from their school tour schedule to be at the fair. Given this past year's success, Landmarks plans to make the Hands-On History Education Fair an annual event. The fair provided a unique oppor- tunity for students and teachers to demonstrate their skills in using primary research mater- ials and techniques, and it challenged them to even higher levels of achievement, knowing their work would be viewed by the public. To the public, the fair introduced the fun of historical discovery and the educational resour- ces available through the Pittsburgh History and Landmarks Foundation. This story was written by Susan K. Donley, Director of Education, Pittsburgh History and Landmarks Foundation, 450 The Landmarks Buil- ding, One Station Square, Pittsburgh, PA 15219, telephone 41?_-471-5808, and is reprinted through the courtesy of Preservation Pennsyl- vania, the newsletter of The Preservation Fund of Pennsylvania, Inc. C.P. F. "History Day" Awards The Foundatibn will present its second annual preservation awards to students at State His- tory Day in Sacramento, May 11-12, 1987. The program is aimed at recognizing student pro- jects that demonstrate how historic resources contribute to our understanding of our past; have created a special sense of community; emphasize care and concern for our environment and heritage; and educate citizens about the importance of preserving our built environment. Certificates and small cash prizes will be awarded to first place winners in the Junior and Senior divisions, and we will report on the results in our next issue. WE NEED YOUR 'HELP -TO JOIN C.P.F. Send this coupon with your t.ax-deductible con- tribut.ion to the California Preservation Foun- dation; 41_Sutter Street, Suite 1593, San Fran- cisco, CA 9410.4:- Need mare information? Call (415) 527-7808 daytimes. ~ Your contribution will help support workshops, ~ ~ research publications, the State Conference, ~ and legislative study and response, as well as ~ i new preservation initiatives. ~ ~ _. ~ Plame(s) I ~ i Address ~ I ~ ~ City Zip 1 ~ ~ Nome Phone Work Phone ~ ~ 1 ~ ~ MEPI6ERSHIP CATEGORIES Individual or organization: Member 535.00 Student or Senior (over 60): Member 815.00 Individual or organization: Patron 575.00 Individual or organization: Sponsor $150.00 7 ®~ CALIFORNIA PRESERVATION ®® FOUNDATION 1 BOARD OF TRUSTEES David Cameron (Santa Monica) 213/452-0914 Wayne Donaldson (San Diego) 619/239-7888 Bill Ellinger (Pasadena) 818/792-8539 Nadine Hata (Redondo Beach) 213/316-4894 Bruce Judd (Hercules) 415/421-1680 Dave Fredrickson (Berkeley) 415/848-3423 Christy McAvoy (Hollywood) 213/851-8854 GeeGee Platt .(San Francisco) 415/922-3579 Pamela Seager (Long Beach) 213/431-3541 Rob Selway (Santa Ana) 714/834-4741 David Shelton (Santa Barbara) 805/962-1715 Ephraim-Smith (Fresno) 209/224-1686 Jim Stickels (Claremont) 714/626-2526 Bill Sugaya (San Francisco) 415/567-6416 Warren Williams (Sacramento) 916/444-8170 Judy Wright (Claremont) 714/624-0100 John Merritt (Berkeley) 415/527-7808 Executive Director Steve Taber (San Francisco-) 415/777-3200 Counsel: Hanson, Bridgett, Marcus The California Preservation Foundation exists to help you improve preservation awareness and activity in your town. If you think we can help, don't hesitate to call your nearest Board member or call 415/527-7808. R~G~~~~~ Yo~!r [[R` t • L.i y y'~ ''.~~,, V vI ~ ~ ~~~,~ i1~i IBC-:-~., ~,~~ California Preservation Foundation t,1A`t .±.1987 PLp,NNING DEPT• 41 Sutter ,Suite 1593 ~--_- . San Francisco, CA 94104 -'•~ f ~0~~ ~ P`'~ ~~ .Q POp~~gS ,ay . ~~`_ fY1~;~C:~'~~;t ~~ a - i~st r~~~~r ,basement Workshops •• late June date June 26 (San Francisco) and June 27 (Los Ange- les) have been selected as dates for the C.P. workshops on Historic Preservation Easements. And we will be very pleased to have Thomas Coughlin, who literally wrote the book on the subject - Easements and Other Legal Techniques to Protect Historic Houses - for this intensive coverage of the subject. Coughlin, more recent- ly coauthor of Historic Preservation Law-and Taxation (1986), is the acknowledged expert on easements; formerly with the National Trust in Washington, he is now with the preservation law firm of Boasberg & Norton, Washington, D.C. The Easement situation has been clarified by recent IRS regulations and determinations but easement holding organizations may not be com- pletely up-to-speed on changes, thus jeopardiz- ing their programs and easement donors chances of deductions. The purpose of the workshop is to provide the latest information for those groups with easements (to bring their programs into conformance with IRS requirements) and to help educate other organizations which may wish to initiate an easement program. We feel there is no better individual in the country than Tom for both of these tasks; and we are indebted to the National Trust Western Regional Office for the assistance which makes it possible for us to bring him to California. When details are firmed up in San Francisco and Los Angeles we will produce a special mailing to preservation organizations; for more infor- mation now, or if you want to ensure receiving the oroaram material, call the Foundation offi, ~~ ~Y ~ ~!- ~1~87 NON -PROFIT ORGANIZATION U.S.POSTAGE PAID BERKELEY, CALIF, PERMIT NO. 308 Es:P: DfC Bb, Crg ~e~~her Heritage Fres Commission City of Saratoga 1'777 Fruitvale rive Saratoga, CH y5~~7C~ ~. `\ - ~ d ~ ~ Main Street News ~~ ~uti~b~" 2~ ~ . ,. ~ r ~ ~ ~ ~ ,` ~ .~ ~ ~~~ 197 ~ ~ ~ ~~ _ _ '. ~= ~. .1.~ ~ %£ '~-4 -~~. . m . ~_: r ! :. ~~ - ~- Y~- b r ~:a ..~ .. .,. ~g~~C~ ~~~~ ®® doors continue to serve these es- s ti l f i positive image at back entrances The appearance of ~~ ~8~~~~~ ~ en a unct ons. Additionally, however they are increasin l as well as in front. This is impor- tant l f h rear antl side ~ , g y not on y or t e success of entrances can 6e as being used as customer en- individual businesses but for the important to the ~~~~~~~~ trances. Many towns have downtown's overall image as image at a business solved downtown parking and well as the storefront. Richard Neumann pedestrian circulation problems . In many downtowns how- (Richard Neumann) Historically, most downtown by developing parking lots and , ever, alleyways and rear en- commercial buildings had rear doors opening on to back alleys pedestrian walkways that make rear e t trances remain neglected and , through which receiving, ship- n rances convenient sec- and entries for customers. Thus, forgotten resources. Following the adage "out of sight out of ping, storage and trash pickup took place Toda as th it is important for building and b , mind," many owners have let • . y, en, rear usiness owners to portray a the backs of their buildings dete- ,~~~ ~~ '~~ National Trust for Historic Preservation riorate. A stroll down the alleys finds them underused, unsightly and in poor repair. While it is true that many buildings do not have, and do not warrant, rear customer en- trances, basic maintenance is still important. If at all visible, the back of a building, like the front, reflects a certain image to customers. Regular mainte- nance also prevents expensive major repairs later. create an inviting rear'entiance. In other cases, extensive ren- ovation may be required. If basic maintenance has been deferr~ for too long, extensive reps will probably be required. Typ- ical problems include deterio- ratedbrick walls, woodwork and windows. Most of these prob- lems result from neglecting roof drainage, which in almost all cases flows to the rear of the building. If the owner cannot af- ford tomake all repairs, a phased approach should be developed to address the most pressing prob- lems first. esign E~~m~n~s {: ~.- - f;r f.-. ,/ - - -~~` A rear entrance should convey a sense of welcome, encouraging customers to enter the shop. Awnings; plants; appropriate lighting; and neat, legihle signs are important design elements that create an inviting image. (Richard Neumann) Go~u Ui -.~ In most communities, ;~ buildings reflect the cul- ~ total, technological and economic contexts in which they were built. As a result, downtown buildings range widely in age and style. The mix of old and new varies from place to place, depending on regional traditions and community his- tory. Also, over time, many downtown buildings have been modified to reflect the changes around them-new owners, new uses, new styles. Whether old or new, the important point is that good design is essential to the continuing success of down- town. Good design is not just pleasant aesthetics; it is also functional operation, sensible maintenance and economic fea- sibility. To preserve the architec- tural integrity of the building and enhance the image of the business inside, improvements to rear facades should be consis- tent in quality with the char- acter _of the front. On the other hand, given the utilitarian nature of rear facades, design im- provements should be straight- forward, not overly embellished. The scope of rear entrance im- provements ranges from basic maintenance to extensive ren- ovation. The specific work will depend on the condition of the building, its functional needs, the historic nature of the archi- tecture and the aesthetic con- cerns of the owner. Often, rou- tine maintenance and minimal cosmetic changes can result in vast improvement. By painting the building, adding a new sign and screening trash receptacles, a building owner may be able to National Hain Scrcct Ccntcr, National "trust fur Historic Preservation .:. Rear entrance improve- ments should include ~~ several important de- sign elements: Door. In addition to being a necessary functional element, the door also establishes a sense of welcome and an invitation to the shop. If the entrance is to be used primarily by customers rather than just for deliveries, a door with glass panes can con- vey asense of openness and a - tivity. This is especially imp tant if there are no ground-flo windows. On the other hand, windows and glazed doors can cause problems that must be in- cluded in planning security for the store. Recessed entries can also pro- vide asense of comfort and secu- rity to customers at rear en- trances. Thus, a building owner may want to consider recessing the entry, covering it with an awning or canopy or setting it off with a deck.or porch. Before making major structural changes, however, the owner should consult with the state historic preservation office to ensure that the project meets the Secretary of the Interior's Standards for Rehabilitation. Otherwise, the project may not qualify for the federal rehabilita- tion tax credit. Display windows. Merchan- dise display at the back entry is important to convey the type of store and attract the custom eye. The amount of windo space depends on the nature of the alleyway. In some cases, a door with glass panes is ade- quate tb create the desired con- `'tactwith the shopper. If the back alley is a pedestrian walkway, however, more window display ,pace might be desirable than if the building backs onto apark- inglot. If no windows exist, care should be taken to make sure that new windows are compati- ble with the architectural char- acter of the building, especially if it is of historic significance. Again, it is important to consult with the state historic preserva- tion office before making any structural changes to the build- ing. Signs. In most blocks of down- town buildings, customers may have difficulty relating the back of a building to the front. Thus, it is essential that the rear entry have a sign identifying the busi- ness. The sign does not have to be as elaborate as the one in front, but it should be consistent in design to reinforce the identi- ty of the business inside. Lighting. An essential design element at night, proper lighting is necessary for the customer's sense of well-being during eve- nghours as well as the owner's eace of mind when the store is closed. In addition to providing security, lighting can create an inviting atmosphere. Conse- quently, fixtures should be chosen to give a soft, natural light. Avoid floodlights or other fixtures that emit a harsh, glar- ing light. Plants. Although they are not an essential design element, flowers and shrubs can provide color, contrasting texture and a sense of scale for pedestrians. No matter how small the entry area, a few plants can usually be included in the design. For ex- ample, one or two pots of flowers can be used to highlight the rear entry, attracting passersby and welcoming regular customers. Appropriately sized plants can be chosen for sunny or shady conditions, permanent or sea- sonal installation. •: R~ICtlo~~l eSSl1~S In addition to specific de- sign elements, the appear- ance and condition of the roof, wall surfaces and up- per-story windows are essential elements of awell-designed and maintained rear entry. Othet factors that affect rear entrance improvements include the fol- lowing: Emergency access. Even when newly converted for customer use, most rear entrances must continue to provide emergency access to the building. Before making any changes to a rear en- trance, check the local building code for rear exit requirements. Service functions. Delivery of merchandise and the storage and disposal of trash are other im- portant elements that must be considered. The smell and un- sightliness of individual garbage cans that are haphazardly placed and poorly covered can drive customers away. Clutter can be reduced by using larger storage bins and enclosing them with screening walls. Neighboring shopkeepers should centralize their trash storage if possible, and care should be taken to keep the entryways clean and well maintained. Delivery of merchandise can also pose a potential problem. Store owners should try to ar- range for deliveries during the least disruptive time of day. The location and size of such ele- ments as planters, benches and light fixtures depend on the need to provide access for emergency vehicles, such as ambulances, police cars and fire engines as well as delivery trucks. Utilities. In many down- towns, utility elements such as gas and water meters and the connections for overhead elec-. trical and telephone wires are lo- cated near the rear entrances of commercial buildings. Visual clutter produced by such ele- ments can often be reduced by painting or screening them. When such elements are being installed or relocated, thought- ful placement can minimize their negative visual impact. When planning a rear entrance rehabilitation, remember that relocation of utility elements can be quite costly; thus, it is necessary to decide whether the cost is worth the potential bene- fit. Parking: Some businesses pro- vide owner or tenant parking on the premises. This should usu- ally be eliminated if a back en- trancefor customers is being de- veloped. An entry should be pedestrian-oriented; customers and clients should not have to wend their way through parked cars. If on-site parking must co- exist with a rear entryway, the two functions should be sepa- rated visually as much as possi- ble. Some properties have dilapi- dated or little-used rear addi- tions or sheds that could be removed to provide parking spaces as well as improve ap- pearances. Upper floor access. Since most downtown buildings are more than one story, consideration should be given to upper-floor access. If the owner plans to re- use vacant upper floors, the building code will probably re- quire aback stairway. If the stairs are installed outside the building, their design should meet the Secretary of the Inte- rior's Standards for Rehabilita- tion. In some cases, it may be possible for one staircase to serve two or more buildings. pproac~ to hoar - Entrare~s At least as important as the building entry itself is the approach to it. The character of the area imme- diately surrounding the back of the building is extremely impor- tant. Customers will not enjoy picking their way through a pot- hole-strewn alley filled with Screening or painting utility elements, such as gas and water meters, can help reduce the unsightly appearance of many rear entrances. (Richard Neumann) 3 trash. Such areas can be im- proved easily to serve as attrac- tive pedestrian walkways. Rear entrances are most often served by two types of pas- sageways: streets or alleys di- rectly linked to parking lots and pedestrian walkways. The for- mer are the most common. These streets and alleys are pri- marilyservice corridors with ad- jacent parking lots, usually lo- catedwhere buildings have been demolished. Such parking pro- vides easy access to. the-rear en- trances of nearby buildings. In contrast, rear alleys that serve as pedestrian walkways often do not have adjacerit parking lots; instead, their primary purpose is to provide a pleasant pedestrian environment, while function- ally linking many buildings with strategically placed park- ing lots or ramps. Whether they are service corridors or pedestri- an walkways, the design and maintenance of these public passageways is as important as the appearance of private build- ings in attracting customers and assuring their physical and psy- chological comfort. Rear entrance and alleyway improvements can be an impor- tant component of a downtown revitalization program. Almost every central business district has the potential for rear en- trance improvements and at least partial pedestrian use of al- leys. Responsibility for making these improvements should be a joint public-private effort since both sectors of the community have a stake in such improve- ments.Many communities have set up joint improvement pro- grams using private funds for buildings and public funding, through special assessment dis- tricts and tax-increment financ- ing, for alleys. The potential is there, so take a walk through your downtown's alleyways. Richard Neumann is an archi- tect practicing in Petoske}', Mich. He is concerned with im- proving the built environment through new building design, adaptation of existing buildings and the presen~ation of historic buildings. Pl~~~i~g a ~~a~i ~'~~~6~ P~~~~ R. McDuffie Nichols Retailing has always been a tra- ditional component of Main Street activity. But, in recent years, it has come under in- creased competitive pressures from suburban malls and strip shopping centers. While there are many reasons for the decline of downtown as the premier shopping center, the coordi- natedmarketing programs of the shopping center industry have played a major role. By develop- ing aplanned marketing pro- gram like those used by shop- ping centers, Main Street can strengthen its position in the far a retail sale, the marketplace. downtown organisations ~ n~nrS~inding t~8 advertising costs ~a~s~~~ are best spent on publicity that =° .~ The first step in plan- prmmates allot the ' ~~ ning a program is under- downtown s , " standing the market. ;merchants (rather Wan individual Get to know downtown's cus- retailers) arid tourers and, perhaps more im- special events. portantly, potential customers. - atRVertown ~~e . - P~e ~tilori ~ale~~: ~V_Q ea,11 - MdIIiSTAEEY 1~ Dt6d1tD SI;rPTCIiDER 13,1986 - EVENTS• _ ,~ ~ Txa cRFwT wvPJCroWN Rm>,cnon sAfs - Dn.,~~ Mmn.n~• eoe.en - rak. ad P.M. - --. -. SMALL FRY fUN-Daavy, pame.prim. WDMtaA ettleNear (a kilo upde lSu the Main Strtel CenN+ arW Muke Plv (Mdrar'a kaiWivV. 3-7 P.M. - GOCRMEf GALLEY-SunDle foods from all papa Mt>flethe asdevalk eafeaoWm - indiaoa Ave. 3-10 P.M. - - ••VALLEY OF THE ECHOS"peNOtvred hf RN CtiWrtnl Shoauin{7Tener. VetmvY . - Park. S:b P.M. - .. .. _ - - DINNER MUSIC on Weu IMiuu Armue. 67 P.M. - - ~ - - NOTJArZvkhNOhkWawartlNeNadnse,apauad by de Afohv imr, WeA lrrGatr - Are. 7-p P.M. - - - RTF.AMROAT SWING -Dana so the aouM of Mvt Hodpoo INM ao Wet - Ittdiana Are. Stmt Jana sporaaed by the Orlando Sential LI I P.M. DOWNTOWN LOCH CONTEST WINNER ANNOUNCED - BaoNUOd oo Wet - Intlinu Arena. 9P.M. - _ Parldq: Melm vs free ahe x:30 P.M. - Additkml pvkin{ in ffatnel4 Empirt of Atnrr~e...nd Flarie. N.tioml eanka• wta. ~. ' ~"- : --~_ Who are they? Where do they live, work .and shop? Why do they shop where they do? What do they want? These are all portant questions, the ans to which can be found through demographic data, surveys and observation. It is also crucial to know the competition at the mall as well as downtown. Look for strengths and weaknesses of both. Get to know the tenants (downtown as well as in compet- ing shopping centers) and their market positions. Which con- sumergroup (or groups has each targeted as primary? To which market segments (according to price) does each cater? :. ~alnnte t~~ Cnt~rent "~~ Cae~ndar One of the best ways to develop an annual mar- - keting plan is to review the current calendar of retail events for downtown. Identify reasons for each event's success or failure. Learn the objective of each event. Was each well planned and executed? Analyze the components of each re~ event-timing, publicity, co and, especially, sales results-to gain a sense of what has worked well for downtown retailers. Check with the anchor stores and the different category mer- chants (those within certain re- tail.groups such as apparel, fur- niture, appliances, etc.) to learn local shopping characteristics. While there are certain strong shopping seasons nationally, buying habits can vary from re- gion to region. For example, in a university town Christmas shopping may begin later in the season due to faculty and stu- dent preoccupation with final exams: Learning the retail situa- tion peculiar to the community will have an impact on program- ming. In order to analyze shop- ping patterns, it is helpful to chart the peak sales times of the. year by retail category. Look for opportunities to group like mer- chants for an event during their strongest sales times. Finally, identify local spec events, activities and groups that could be tied into the down- town retail program. For exam- 4 National ;`Main Stree[ Center, Ivauunal Trust fclr Historic Preservation ~~~ _ uw- , ~ . ~~,,~.~.-r-., T= _--- - _ ~o-~~o- _. ,~ x,°~ fir. ple, a Memorial Day celebration could feature the local VFW pa- triotic displays, a parade and shopping discounts for local armed forces personnel. Contact the sponsors of these events about sharing costs and pub- licity, as well as broadening community support and accep- tance. - ~~e4~pe~g a~ ~t~~~9 ~~QQ~~~ ±' Develop the annual cal- -- endar by working with the merchants associa- tion to schedule traditional mer- chandising events. These events are ones in which the majority of retailers will participate. While they may vary regionally, tradi- tional sales events usually cen- ter around the following: Wash- ington's Birthday (or President's Day), Easter, Memorial Day, La- borDay, Columbus Day and sea- sonal events, such as winter and summer clearances. These are good times to involve communi- ty groups. For example, they may provide musical entertain- ment or operate food conces- sions. When planning events, however, remember that the merchandise should be the main attraction and any activities that might occupy shoppers out- side of the stores should be scheduled during the day's slow shopping times. Because most filers will advertise locally d, perhaps, regionally and na- tionally, the downtown organi- zation's costs should probably be spent on publicity that pro- motes the downtown as a whole. There will be marketing times that are better for certain stores than for others. Furniture stores rarely see the purpose in supporting citywide back-to- school sales. Likewise, jewelers care little for sidewalk sales. By using the chart of peak sales times for store categories to plan sales events, the downtown or- ganization can develop a mar- keting calendar to benefit all types of merchants. For exam- ple, during a Valentine's Day event the gift shops, florists, jewelers, restaurants and apparel stores could jointly sponsor a contest with merchandise as the prize. To strengthen community support, an activity featuring the American Heart Association might be good. In the summer, a sales event could feature outdoor furniture, lawn and garden equipment, ap- parel and air conditioners. Per- haps atravel agency would also participate. Service and other nonretail businesses can be- come apart of the marketing program by using category sales. It is important not to ignore these businesses when creating the downtown's marketing cam- paign. It may be necessary to feature large or unusual activities to draw public attention to small sales events. Because funds are usually limited for small events, advertising must be more tar- geted than for larger merchan- dising events. For a summer out- door activity sale, advertising might be designed to appeal to homeowners, who use patio fur- niture and lawn and garden equipment. Newspaper and broadcast advertising should be directed to the target market by design and message. Another way to market to a specific audi- ence is through direct mail ad- vertising. The Christmas holiday sea- son is both an important mer- chandising event and a major special event and should be treated differently from the rest of your retail calendar. For many retailers as much as 60 percent of the year's sales will be made during the holiday season. While it is unnecessary to schedule merchandise-specific sales during the holiday season (most retailers will do their own), Main Street programs can develop the special events, deco- rationsand atmosphere that add to the festive spirit. Be careful, however, not to schedule major events at peak sales times of the day. It would be better to use such events to draw customers during slow periods. Also, events that restrict vehicular traffic flow and parking access should be limited. Funding for the holiday pro- motions is often separate from the rest of the annual retail cal- endar. The most common way to pay for the season is through special assessment. Don't overlook the time be- tween Christmas and New Year's Day for a big merchandis- ing opportunity. This "13th month" offers a chance to accel- erate winter clearance. Once the time and theme of an event are scheduled, it should be thoroughly developed. Take Service and nanretail businesses can become part al the downtown marketing program by using category sales. Jointly sponsored retail sales antl contests benefit a variety of merchants. the time to be creative with graphic designs, media packag- ing, planned activities and the budget. Budget estimates should not only include the cost of the publicity, activities and any pro- motional items such as posters and buttons, but also adminis- trative costs and overhead. It is probably wise to include a 10 percent "fudge factor" as a con- tingencyfund, since unexpected expenses are common in any promotional activity. ~~~ii~~ There are several ways to fund a retail program. - Probably the best way is to develop an annual bud- get containing specific line items for a fully developed cam- paign, with the merchants shar- ing apercentage of the cost. To lessen the financial demand, the merchants can be billed quarter- ly. Another method of financing a retail program is with a promo- tion fund, in which merchants pay a specific amount annually. Institutional advertising helps develop an identity for a shopping district. The campaign is then planned based upon the total funds avail- able. The funds may come in the form of merchant association dues, benefit district receipts (if key Sana~azi. . A'ti~ 11 ~ba n~aa` Ana A tc~raP enee• Ys~a n S it e ~o~n'a$ La..t eccs• ao~rn a~otneDo<<n~a ~Lassaee&as uP ana snd oon 'n, cb at' sie- ~ Goncei vas oC ura SVQ , ~ ~ S en~ ~to~~ 5 oa~de• A~us`cta end \oek ti list un~~Sence- as of La"e~Snb`neg~'~ eanttO tO..n L b` all ~nCo1k~. O~ Lie i~"a a. ~o..n ~acea . • es ,~s of )~Z~ Or a t`~en mns~c PS°nje Z',se~ent~ Ot aoanp~?•bont~`~nt°~cn otep° ea• asana"~a a,;°atbe~e' ~n ~ e' be Pia' 13cinS e mas'e cell tig~ ya~~'Y~ere. ~o ~ ~U~~. te~° u Ana en~~ m°ses ~irito`` j~~¢~bt ~,>~ Xt5 „ La"cence Tne °"" `- _f -' . =`-/ legislation allows) or some other regular payment methods. While both methods require ex- tensive administration, they also offer quality control (be- cause the events are planned in advance and with all the mer- chants in mind; a comprehen- sive program; and reduced ad- vertising and design costs (by buying in bulk. Another method of funding, and probably the most common, is by individual event. Though a workable alternative, the pay- as-you-go method requires good participant support and a con- stant selling effort. ~~~t~~~~ The final step in any retail promotional program is evaluation. While all as- pects of the event should be analyzed, the final test of any marketing activity is the amount of sales generated. Each event should be reviewed as soon as possible after it is over; and the entire annual program should be critiqued quarterly, semiannually and annually. Sales data, random shopper sur- veys and merchant surveys can all be used to analyze the events. The business of downtown is Make Your Day. What would a day be like in Downtown Lawrence? Start Kith a beautiful sunrise shining through the trees. And then a hot cup of coffee and a donut. To get _rou started. Later, a visit to the «'atkins Museum and the Kansas Sports Hall of Fame. Reliving and learning about the past. Then relax a moment in the gazebo outside. For lunch, choose one of our many delight- ful and satisf}~ng restaurants. Something light and lively Or spicy and robust. «'hatever you choose, it'll lie reat. e rest of the day is filled «•ith shopping in our endless array of stores and shops offering you ever}thing imaginable. Come make „~} your day in Don•nto«-n La«•rence. Do~vrtto«n I,a~vrenee. It's All Right Here. The Ilwmw. Ls.estt .4.o.W be. changing rapidly and nowhere more so than the retail sector. The annual retail program must be integrated into the ov~ promotion plan using sp events as well as institutional (or imaged advertising. Institu- tional advertising is used to de- velop an identity for a shopping district. Often used by the shop- ping center industry, a unified image campaign creates a set of expectations in the minds of members of the targeted market. If these expectations are ful- filled, it becomes easier for shop- pers to make decisions about where to shop for certain goods and services, as well as to satisfy other wants or needs such as pleasant atmosphere, ample parking, friendly service, etc. Alone, the retail calendar is rarely sufficient to accomplish the promotional goals of a down- town revitalization effort. As an element of the promotion pro- gram, however, a strong market- ing plan can help downtown ag- gressivelyassert itself as a viable retail center. R.:ilcl)uffic Nichols is a ~~ram association with the clonal ;ti9ain Street Center. All Items G r o eat a d Lattrenc oe th' n 'Snl~ tO cho a is a s ng yop shOpPin se• ke ° na,~e o Qu ~t !j d selecti n a+'ea notr de si cell n +n ei }o as uel/. t °nly oend ing°°ds ~Okn4: 065'hty es a71 find er de's Quality tr~ly klr: could ~~e its' ihnments j7hin5' im v but a ~!c t° co/1 .1/avbeges. }~psible to I'rnt~~'nable in Shell es POe In i~~hen ~°~ ng S e ~ttlti ert,t~ ni~•reryCe r 11 hatei er °n. °p re d~ne.t° n'n in. g That nO`~•nt°~n ~ah.eneeo°Uk eedT a ~t A b°Uk t Oredd Or - - Dott•~tot all ri3ht here ~n i 6 Nauunal M1lain Street Center, National Truce for H~snttic Yrescn•arion "Trolley" is a generic term for a variety of aboveground, public transportation systems. Most trolleys run on light rails and are also known as streetcars, cable cars or electrical cars. while some are actually buses mas- querading as old-fashioned trol- leys. Whatever they look like and however they run, trolleys are rapidly reappearing on city streets to bring customers and tourists downtown without in- creasing traffic congestion. What issues should be con- ^ sidered before implement- ing atrolley system? Some issues that every com- ^ munity must consider are: (1 ~ how much will it cost to pur- chaseand maintain a trolley; (2~ what group or groups will pay for the trolley; and (3~ what type of trolley should be bought? Of course, each town will have unique situations that must be addressed before starting a trol- ley system. While investigating the pos- sibility of a permanent trolley service, the city of Athens, Ga., leased a trolley for three months to determine if it would satisfy the following needs: ^ to generate enough advertis- ing revenue to offset costs ^ to be accepted by the public ^ to serve perimeter parking lots ^ to shuttle employees and stu- dents from campus to down- town It was decided at the end of the three-month trial period that the trolley had met all of the cri- teria and a permanent trolley service should be in effect by the middle of 1987. Charlotte, N.C., conducted a study to assess the feasibility of integrating trolleys into the transit system. The mayor ap- pointed atrolley study commit- tee in response to interested lo- cal groups such as the Historic Properties Commission and the Junior League. The committee addressed the following issues in its study: . ^ Is there public support and in- terest from neighborhoods, businesses, developers and the tourism industry? ^ What effect will noise vibra- tions have and what are the aesthetic ramifications of a trolley system? ^ Possible routes ^ Ways to finance capital, opera- tions and maintenance How can trolley systems be i ^ funded? Many trolleys are purchased A ^ with a combination of feder- al and local government funds. Eureka Springs, Ark., and Lake Worth, Fla., received Urban Mass Transit Authority UMTA) grants from the U.S. Depart- ment of Transportation that paid for 80 percent of the costs of their trolleys. Each city paid the remaining 20 percent. In Tope- ka, Kans., the trolleys were also purchased, in part, with a UMTA grant, while the city and local businesses contributed matching funds. A UMTA grant funded 80 percent of six "trackless trolleys" in Indianap- olis, and the remainder was paid for exclusively by local busi- nessesand ananonymous donor. The trolley buses in Green- ville, S.C., were purchased with a combination of city, state and federal funds, while Fall River and New Bedford, Mass., each received three trolleys as part of a regional purchase by the Southeast Regional Transit Au- thority (SERTA~. SERTA also purchased a seventh trolley, dec- orated with etched glass, that the two towns share for promo- tional events. Some communities have pur- chased trolleys through private fund-raising efforts. In Johns- town, Pa., a replica of an old- timetrolley was a joint purchase between Cambria County Tran- sit Authority and the Greater Johnstown Chamber of Com- merce. Area businesses and community leaders raised $100,000 to purchase the trolley. How are trolleys used down- town? Frequently, trolleys are used ^ in conjunction with tourist activities. This is the case in Klamath Falls, Ore., where the trolley is used for an orientation tour of historic sites in the downtown. It runs from May through September and also serves as a connector between the town's museums. There is no fare for riders but the trolley's . donation box is often filled with dollar bills; a far greater amount than usual trolley fares. Since September 1983, Eu- reka Springs, Ark., has used the trolley to bring tourists down- town. A $2 daily pass lets riders board the trolley as often as de- sired. Ridership in 1986 was 326,000, even though the town's permanent population is only 2,000! Because the waterfront in Fall River, Mass., is the main at- ,L•lctin Jtrcet tVcu~c is Published h}• the National Main Street Net- ~.•ork, a membership t?ro};ram of the National c~lain Street Center, National Trust hrr Historic Pres- ervation, I?1~ ~•lassachusettsAv- cnue, N.~~', ~~<tshin,;;ton, I.C. ]. Iackson tValter, President. Na- tional Trust for Hisa)ric Prrscr- vatton Sally Oldham, Vice President of Pro);rams anti Srrvices Scott Gcrloff, Director, National :~]ain Sn~eet Center Linda Glisson, Editor Suzanne Dane, Assuctate Fditor Laurel Rado~~; Inhrnnation Spe- cialist The National TrUSt Iti the only national, private nonprofit or~;a- ni~;ttion chartered h~• Con};ress to encourage public participa- ticm in the Preservation of sites, huildin~s-and uhiects si};nificant in American history and culture. Support for the Nation- al Trutt i~ Provided by nnmber- >hiP dues, rntlo~t•ment Yunds, conuihuttons and matching kranr~ from federal agencies, in- cluding the 11.5. Department of thr Intrrior., National Park Ser- ~~ice, under provisions of the Na- tional Historic I'trservation Act of lt)Gh. The opinions esPressed in this Publication du not neces- saril~• n•flect thr vic~cs or Poli- c~es of the Interic)r Deparnnent. 7 Trolleys are reappearing on city streets to bring customers, tourists antl festivalgoers downtown without increasing vehicular traffic. (ialesky ~tmington, N.C.) traction, tourists are in abun- dance there, but are lacking downtown. The trolley is used, therefore, to bring tourists to the downtown from the waterfront. It runs from Memorial Day to Labor Day and the 25 cent fare is considered a bargain. More and more, the trolley is being used by local residents to go from downtown to the waterfront at lunchtime. In large towns and cities, nowadays, trolleys often serve as downtown circulators. Austin's trolley system, the Armadillo Express, is used for peak hour ridership. Started on a six- month trial basis to improve downtown mobility and ease parking problems, the trolley system was so successful it be- came permanent after just two months. In addition, the large number of riders necessitated adding three more trolleys. The trolleys in Indianapolis serve as a downtown circulator system as well as provide access to low-cost perimeter parking areas for employees and shop- pers. In Topeka the trolleys operate as park-and-ride shuttles to the downtown core area from 11 a.m. to 1 p.m. Fare on the cir- culator is 10 cents. Now in its fifth month of a six-month trial period, Knox- ville's trolley system has gone from 0 to 1,200 riders per day. Daily commuters park at the Coliseum parking garage and trolley in to work. The trolleys are free and parking at the garage is $15 a month. To encourage re- peat use, a rush hour schedule is in effect Monday through Friday. Free timetables are available at the Main Street office as well as at various banks, shops and res- taurants downtown. How are festivals and pro- ^ motions used to encourage trolley ridership? Palm Desert, Calif., held a ^ special promotion to en- courageuse ofits trolley. The lo- caltransit authority sold coupon books containing free trolley tickets to merchants along the routes. Merchants gave the cou- pons to customers as comple- mentary passes.•The promotion was designed to increase trolley ridership by furnishing transpor- tation for shoppers-local resi- dents and tourists; and to elimi- nate private auto congestion from the main thoroughfare. The trolley in Klamath Falls, Ore., an exact replica of the one that ran through the town's streets in the 1800s, is used to promote goodwill and add color to local events. For instance, it leads the runners at the begin- ning ofthe annual Trolley Run, a long-distance race that is a ma- jorevent of Klamath Falls's sum- mer. festival. A picture of the trolley is featured on the sou- venir T-shirts. During the Snow- flake Festival parade each winter, the trolley rides promi- nently behind the grand marshall. Pittsburgh's Ard~n 1olley Museum, along with the sort Authority, published a pictorial booklet tracing the evolutio streetcar operations in do town Pittsburgh. The muse also sells T-shirts with trolley motifs, which help promote the system as well as raise money for trolley maintenance. In New Orleans, the St. Charles Street trolley celebrated its 150th anniversary with a 13.2 mile block party. The chamber of commerce in Johnstown, Pa., sponsored a "Name the Trolley" contest, which created interest in and support for the trolley. In keeping with aturn-of-the- century theme, the trolley staff in Detroit wear charcoal gray uniforms with brass buttons and pillbox hats. Resources Some of the information in this column was taken from various issues of the American Public Transit Association's Passenger Transport magazine. For further information con- tact: • American Public Transit Association 1225 Connecticut Avenue, N.W. Washington, D.C. 20036 j202j828-2800 Urban Mass Transportation Administration 400 7th Street, S. W. Washington, D.C. 20590 (202426-4000 National Main Street Center `% ~~'~ ` ~ ~' ~ = . ~- - ~ - -_- - - National Trust for Historic Preservation 1_: ;;-.` ~- .. ~ . i; ~ ~ ~,;; 1785 Massachusetts Avenue, N.W. ~'~a.-~°'- ;`~~~ ~~~~I!~ci 1 G`f a. ~,;: tip ~ : ~~: 1 ty ~, -. i Washington, D.C. 20036 i . ' _ ~~ .; z, - ;~`~~ •':;Y !..r. 1987 ~ . - - _..: _._ _._...~.__._.. 71253934 5 ~ SaRAT; G4 HtRITi+GE PRhScRVATIGN I ~ 1?777~F1.ITVaLT AV_NUF I CITY Cr= SA~~AT~7GA CA g507G I SA:~A7CvA i +. CITY OF SRRRTOGA HERITAGE PRESERVATION COMMISSION RGENDR DATE: Wednesday, May 6, 1987 - 3:00 p.r~. PLRCE: Saratoga Corhr~unity Library Meeting Room 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting ------------------------------------------------------------- I. ROUTINE ORGRNI~RTION R. Roll Call B. C_ D. II_ OLO A. B. III. NEL1 Rppro~al of Minutes of 4!15!87 Posting of Agenda Oral and Written Cor~enunications BUSINESS State Historic Building Code Heritage Resource Inventory BUSINESS IU. ITEMS INITIRTED BY THE COMMISSION U. ADJOURNMENT .~ z . ,'.:~ f April 18, 1987 Heritage Preservation Commiss-ion City of Saratoga 13777 Fruitvale Avenue Saratoga, Ca. 95070 Dear Members of the Commission; I wish to take this opportunity to thank all of you for your,support with respect to the bed and breakfast ordinance which was resoundly defeated on April 15, 1987 with the City of Saratoga certainly the loser. I will support anyone else who in the future may be de- sirous of having their historical house a bed and breakfast inn, however, Lizndblad''s Lodge willRnot again be involved in the bed and breakfast is-sue. in time, one of my children will -• own the Lodge and occupy it. Its restoration will continue. Thank you, once again. Sincerely yours, /.' ` ~ Ann Fit immons . ~ - - - - - ~.. . ~ .. ,. .. ••~; ;.~;.4 ~ ` _ 1 ~ '. MARBEN-LAIRD ASSOCIATES - : . - - 38 Alpine Avenue ~' ~ ' ®,~ Los Gatos, CA 95030 _ -' =' ~ ~- _ (408) 354-1973 -, - - .. ~ 1: y "~' 1. - r l -I4 i t. ` April 27, 1987 ~ : ,; ~. Ms. Valerie Young, Staff - ' Historic Heritage Commission ~ -~'• City of Saratoga ~ . . 4::. R.~,~~: 13777 Fruitvale - - ~'" Saratoga, California 95070 f - _ . .. . - ~.~ ~-~ ~K . Dear Ms. Young: ~: --- - , , ~ .' As you may recall, Linda Laird and I stopped by to talk with you last November regarding the service we are able to provide cities who are - anxious to complete their inventories of significant historic structures. : :~:i-`-_?` We havedeveloped a brochure announcing the combining of our consultant `' ~, ;services and we thought you might like to have a copy to share with your Heritage Commission. You will find that enclosed, together with some ,_ , information listing a sampling of our previous experience in historic resource protection and preservation. " ~ -. ' F - We are currently assisting the City of Vista;~California in the completion of their Historic Resource ;Inventory, and have been selected - _ by the staff of the City of Santa Clara as the "recommended Consultant _- = .~-. ~ Firm" to do a Survey which will be on their. Council's Agenda for decision _._:. , ;' ~` . ~ { in May. ~ ~ «'. _ f> Knowing that in many California cities budget decisions will be made by { ~~'~•~~' - . _ 'city councils in the -near future, we would like to offer our assistance - ~h~~~ , ~~" ;: -to your Commission so that they may make informed evaluations as to their ;j~-~=-'i` :.budgetary needs for achieving their preservation goals in the next fiscal ars.~'~ _. . '.' year. We would be happy to attend a Commission meeting with an agenda = ~ , ~'~-~ } y -item scheduled for that purpose. ~ - ~ T <~ "~ ` Closing with our sincere good wishes to. youiand the members of the ~~ Historic Heritage Commission, I remain °,'~ - Your friend in Preservation, ~ _ .. ~ML~t.. -L~~f ~ - - ~ • Mardi Gualtieri Bennett ~ - - 1 ; _ - 5 ~ for Marben-Laird Associates - ~ -. ' '~~~ ~, ~ i j i .}~ Y - - - _ ' - ai r - a Previous Experience Marben-Laird Associates The following list is representative of our F•reservation experience. More information, examples of our work, and named of contact persons for each project are available at your request. Historic Resource Surveys: Town of Los Gatos County of Santa Clara City of ?~esa,Arizona City of Willcox, Arizona City of Safford, Arizona City of Chandler, Arizona City of Douglas, Arizona West University Historic District, Tucson, Arizona Iron Horse Historic District, Tucson, Arizona Century Heights Conservancy, Yuma, Arizona Main Street, Yuma, Arizona Coronado Historic District, Phoenix, Arizor_a Nominations to the National Register of Historic Places: • Forbes Mill, Los Gatos, California McCullagh House, Los Gatos, California Yung See San Fong House, Los Gatos, California Cottonwood Multiple Resource Area, Cottonwood, AZ Residential Historic District, Douglas, Arizona Sonoran Historic District, Douglas, Arizona West University Historic District, Tucson, Arizona Iron Horse Historic District, Tucson, Arizona Willcox Multiple Resource Area, Willcox, Arizona Main Street, Yuma, Arizona Design Guidelines: _ ~. Tov~m of Los Gatos, Los Gatos, California West University Historic District, Tucson, Arizona __ Dow-ntowr. Williams Historic District, Williams, AZ Railroad Avenue Historic District, Willcox, Arizona Preservation Plans: Future Activities Plan, Bisbee Arts and Humanities Council, Bisbee, Arizor_a Roosevelt Historic District, Phoenix, Arizona Downtown Redevelopment, Tempe, Arizona West University Historic District, Tucsor_, Arizona Railroad Avenue Historic District, Willcox, Arizor_a ~~ Historic Zone Ordinances: Town. of Los Gatos, California • City of Saratoga, California _ - City of Douglas, Arizona- City of Willcox, P..rizona City of Williams; Arizona _ Research Surveys for Transportation Planning:. Guadalupe Corridor Light Rail Project, City of San Jose and Santa Clara County Transit Aviation Corridor, Tucson, Arizona Rillito Corridor, Tucson, Arizona Preservation Easement Program: New Almaden Museum, New Almaden, California Heritage Foundation of Arizona - Tax Certification: Bisbee Grand Hotel, Bisbee, Arizona 504 South Stone, Tucson, Arizona - University Heights Apartments, Tucson, Arizona Downtown Economic Revitalization Workshops: - Ajo, Arizona Bisbee, Arizona Cliftor_, Arizor_a Douglas, Arizona Fourth Avenue Me Mesa, Arizona Safford, Arizor_a • Willcox, Arizona Williams, Arizona rchants Association, Tucson, Arizona Organization, Development and Fundraising Assistance: Los Gatos Heritage Preservation Society, Los Gatos, CA Californians for Preservation Action, Sacramento,- CA Bisbee Preservatior_ Foundation, Bisbee, Arizor_a Tucson Preservation Foundation, Tucson, Arizona Downtown Alliance, Willcox, Arizona Downtown Merchants Association, Williams, Arizona Neighborhood Organizing Assistance: ---- _ West University Neighborhood, Tucson, Arizona Iron Horse Neighborhood, Tucson, Arizona Houston Whiteside Neighborhood, Hutchinson, Kansas -Hyde Park Neighborhood, Hutchinson, Kansas .~ .~ ~l~~l~~i'C~~ ~'ITY OF SARRTOGR - HERITRGE PRESERURTION COMMISSION INUTES DATE: Wednesday, Rpril 15, 1987 PLACE: Saratoga Community Library Meeting Room, 13560 Saratoga Rvenue, Saratoga TYPE: Regular Meeting I. ROUTINE ORGRNIZRTION A. Roll Call Present: Koepernik, Heid, Cameron, Uoester, Landsness Rbsent: Rnsnes Tyrrell tboth excused) Staff: Young B_ Rpproval of Minutes of 4!1!8? M!S LandsnesslUoester to approve minutes as submitted. • Passed unanimously. C. Posting of Rgenda Staff noted that the agenda was posted in the Council Chambers on Friday, Rprii 10, 1987_ D_ Oral and Written Communications None II. OLD_BUSINESS R_ Eagle Scout project suggestions The Commission discussed possible heritage-related projects. The following suggestions were made: 1) a sign on the City lot indicating "Future Site of Warner Hutton House"~ Z) Rssist the Saratoga Historical Foundation in the inventory and clean-up of the outdoor display at the museum. B. Response to letters from Betty Rowe The Commission decided to forward the letters to the City Rttorney for a formal response. • C. National Historic Preservation LJeek M!S CaroeronlLandsness to recommend to the City Council that they adopt a resolution declaring May 10-16, 1987 preservation week in Saratoga. Staff will • Heritage Preservation Minutes Meeting of ~}t15/$7 Page 2 follow-up on this_ D_ AcknowledgeMent of heritage resource designations The CnMMi551Un decided to prepare the fraMed certificates as they had done for previous designations. Uoester and Landsness will follow up_ The bronze plaques for all the designated resources should be ready by June. E. Bed & Breakfast Ordinance The CoMMission discussed briefly the Council hearing coMing up this evening. F_ Heritage Resource Inventory The CoMMission began going through the inventory forr-s for corrections and changes_ They decided the next Meeting - should 6e devoted alMOSt entirely to this work. III_ NEW BUSINESS A_ None IU. ITEMS INITIATE^ BY THF_ COMMISSION W_ Heid asked that discussion on the State Historic Building Code 6e agendized far the next Meeting. U. ADJOURNMENT The Meeting was adjourned at 5_15 p.M. The next Meeting will 6e held Wednesday, May 6, at 3_OO.p.M. Respectfully subMitted, Valerie Young Secretary • • Oo 1~D ~ ~~~~~~~ u t. C C ~. RESOLUTION N0. 997 A RESOLUTION GF THE CITY COUNCIL OP THE CITY OF SARn'FOGA ENDORSING THE STATE HISTORICAL Bl1ILDING CODE WHEREAS, the new Statc Historical Building Codc, Title 24, Part 8, leas been developed by the State to protect public health and safety while also allowing flexibility in the restora- tion of recyclable structures; and WHEREAS, the Code allows local building officials latitude concerning maintenance and rehabilitation of historical buildings; NOtV, THEREFORE, BE IT RESOLVED, that the City Council of the City of Saratoga hereby declares its support of the State Historical Building Code. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Saratoga this 4th day of March, 1981, by the following vote: AYES: Councilmembers Clevenger, .Jensen, Mallory, Watson and Mayor Callon NOES: None ABSENT: None t~ ~~~ - " =Y- L MAYOR ATTEST: 2 ~--- C I'C~1L~ K • ~~B • 0 ~~~ ;~ ~~~~ o ~ ~ o o e o~ ~ `~0~~ REPORT TO MAYOR AND CITY COUNCIL DATE: April 20, 1987 COUNCIL MEETING: May 6, 1987 SUBJECT: National Historic Preservation Week At their April 15, 1987 meeting, the Heritage Preservation Commission discussed possible ways to celebrate the upcoming National Historic Preservation Week, May 10-16, 1987. The Commission unanimously agreed that one appropriate event would be to have the City Council issue a proclamation supporting observance of Preservation Week in Saratoga. A proclamation has been drafted and is attached for the Council's review and adoption. ~G ~, Y c uek Hsia P1 Wing Director • ~i of arato a ~ • ~ ~ ~ WHEREAS, two hundred years have passed since adoption of the , United States Constitution; and WHEREAS, the greatness of America is founded upon appreciation of our heritage and upon knowledge of the historic events and places that have shaped our national identity; and WHEREAS, historic landmarks contribute to the economic, social and cultural well-being of our cities, towns and rural areas; and ' WHSItEAS, National Historic Preservation Week 1987 provides a splendid opportunity for Americans of all ages to reflect on the contributions the past makes to today, and to take renewed pride, in preserving our heritage for future generations; and WHEREAS, "Landmarks of Democracy" is the theme for Preservation Week 1987, and is cosponsored by the National Trust for Historic Preservation and the local preservation and neighorhood organizations in the State of California. Now, T$EREFORE, BS IT PROCLAIMED that May 10-16, 1987 is hereby recognized as National Historic Preservation Week, and all citizens of Saratoga are called upon to recognize and participate in this special observance. IN WITNESS WHEREOF 2 have hereunto set my hand and caused the seal of the City of Saratoga to be affixed thereon this 6th day • of May, 1987. _ Joyce Hlava Mayor _ • The Honorable Dan Rostenkowski (D-III.) Chairman, Committee on Ways and Means U.S. House of Representatives C ongress has reaffirmed its commitment to the pres- crvation of our built heritage once again this year by retaining the rehahilitation tax credit, despite the general tax reform effort to eliminate special deductions anJ credits. The rehabilitation tax credit emerged rela- tively intact because of its demonstrthle success in cities and neighborhoods across the country where other government and private efforts had failed. The en- actment of the three-tier tax credit in 1181 was followed by a dramatic burst of rehabilitation activity, which has resulted in not only the preservation of many historically significant buildings, but also the revitalization of many deteriorat- ing parts of cities and neighborhoods. I am grateful as a member of the Ways and Means Committee to have had the opportunity to participate in this preservation effort. Congress will he observing carefully to determine how the rehabilitation credit fares in light of the overall changes in the tax laws and the effect of these changes on our econo- my. The continued success of this public-private partnership is essential to the preservation and revitalization of this nation's cities and neighborhoods. The Honorable Bob Packwood (R-Ore.) Chaimtan, Committee on Finance U.S. Senate In the last couple of years we've seen a boom in the ~' rehabilitation of historic buildings. The importance ~ o[ the preservation of these historic buildings cannot be `~ overstated-these buildings are a part of our national heritage. As chairman of the Senate Finance Committee and a participant in the tax reform conference, I'm ~ .~„-.,;,~ "/ pleased that the conferees agreed to retain the tax credit for the rehabilitation of old and historic buildings. In conference, we balanced the need to retain incentives for historic rehabilitation versus the need to elimi- nate ineyuitics in the tax system by reducing the attractiveness oI tax shelters. ' The conference agreement reflects this balance. ~ In my home state of Oregon, important historic buildings in many com- munities have been rehabilitated bringing about enhanced aesthetics, economic revitalization and an improved yuality of life. 1 hope the National Trust and organizations that share its goals will con- tinue their work to preserve our architectural history for future generations. • ._ ., .. . ,tl.f r ,! .:.i .a .~ ....i.,~ ~s : i:,i :~". a .} .} ,~ :}.}. 3".} ~ ,1'' ;;1' :5:i .}`;5.,9'.}.37T3:~ 3] $:lra:~. A Guide to Tax-Advantaged Rehabilitation Written by Sally G. Oldham Jayne F. Boyle Stuazt M. Ginsberg Edited by Ian D. Spatz October 1986 A joint publication of National Trust for Historic Preservation Dewey, Ballantine, Bushby, Palmer & Wood ,, 11 lt1N ~ J I "d+ ' ?J~~1'(h'I Il4 11 / : ,.;' is Acknowledgments The National Trust Eor Historic Pres- ervation gratefully acknowledges the assistance of Dewey, Ballantine, Bush- by, Palmer & Wood in the preparation of this booklet. The National Trust is especially appreciative of the work of John Salmon of Dewey, Ballantine, Bushby, Palmer tSt Wood during the (firm's legislative efforts to preserve the rchahilitation incentives described herein. The National Trust also extends its appreciation to Ward Jandl and Sally Blumenthal of the National Park Ser- vice Eor reviewing sections of this booklet. Thanks also go to Margaret Byme Hcimbold, Janet Walker, Carl Nelson, Byrd Wood and Steve Pike of the National Tl•ust; Gayanb Keezer and Jamie Kennedy of Dewey, Ballan- tine, Bushby, Palmer & Wood; and Vir- ginia DeMarce of the National Confer cote of State Historic Preservation Officers for their assistance in the preparation and publication of this guide:. Dewey, Ballantine, Bushby, Palmer & Wood 1775 Pennsylvania Avenue, N.W. Washington, D.C. 20006 j2o2j fi62aooo - National Trust for Historic Ereservation 1785 Massachusetts Avenue, N.W. Washington, D.C.20036 j202~673-4000 The National Trust for Historic Pres- ervation is the only national private, nonprofit organization chartered by Congress with the responsibility for encouraging public participation in the preservation of sites, buildings and objects significant in American histo- ry and culture. Support for the Na- tional Trust is provided by member- Copyright ©1986 National Trust for Historic Preservation in the United States. All rights reserved. Published October 1986. Revised and reprinted December 1986. Cover: The Sears House, Wasftington, D.C. (Carol Highsnuth) ship dues, endowment funds, contributions and matching grants Erom federal agencies, including the U.S. Department of the Interior, Na- tional Park Service, under provisions of the National Historic Preservation Act of 1966. The opinions expressed in this publication are not necessarily those of the interior Department. Table of Contents Preface ............................................................. ... 4 Whatlsthe Rchahilitation Tax Credit? ................................ ... 5 T What Buildings Qualify? ............................................. ... 6 What Rehabilitations Qualify? ....................................... .... 8 What Expenditures Qualify? ......................................... ....10 ~ When Can the Credit Be Claimed? ................................... ....11 Who Can Take the Credit? .......................................... ....I1 How Is Depreciation Computed? ..................................... ....I1 What Other Restrictions Apply? ..................................... ....I1 How Is Transition Property Treated? .................................. ....14 What Other Tax Benefits Arc Available? .............................. ....-5 History of Federal Tax Incentives for the Preservation of Old and Historic $[NCturl's .................................. .......... ...... .... .... . ... I6 For More Infonnation ............................................... ....16 Order Fonn ..:..................................................... ....20 11 ~~N ~ 11 °~l ? i • • • I~ Preface ._.._ J. Jackson Walter President, National'IY~ttst for ;r: Historic Preservation t~ ~' h. y i he historic rehabilitation tax incentives are a feder- 1'a;,, ~~f T al program that works: Since 1981, the historic re- ~."` fi habilitation credit has generated billions of dollars of in- , e` T vestment in old buildings-buildings that otherwise *'~ would have been tom down or allowed to decay. From Boston to St. Louis, from San Francisco to Atlanta, his- ~ torte buildings have become the anchors for economic r.... development and revitalization. Historic preservation has become part of the engine driving our economy. Because of the credit's suc- cess, and because the National Tmst and preservation groups all across America worked hard For its retention, Congress has reaffirmed the tax code's policy of encouraging the rehabilitation of old and historic buildings. As more and more Main Streets, downtowns and residential neighbor- hoods find in historic preservation a renewal of physical development, they also find a renewal of community spirit and pride in their achievements. The federal historic rehabilitation tax incentives are making the survival of our heritage possible. The new tax code's rehabilitation incentives will continue to require that historic projects meet the Secretary of the Interior's Standards for Rehabili- tation, thus ensuring that qualifying projects produce quality work. I hope that you will take some time to read this booklet, and to under- stand how the incentives work. Historic preservation, using the tax code's reha- bilitati~n incentives, can make an enormous difference in the economic vitality of our communities, and at the same time put into productive use the historic buildings so important to our culture and quality of lift:. Union Station, St. Louis, Mo. (Artega Photos) ~'"' °ii•K 1 'wP ~ t i : to l{ ~~ 1T~ " t. r t >I~A 4._) wap r = ~ ~r ' T ~ ttryry.t"":,... I ~ J b'F% ,!' .: j ~ , ~.'.:., t,,. t 'lit.:.,, CCCg t- ~~' ~•i i f .N. Ili Ili '~;; '~ ~fh "~f .,~,~,S.J.Jr.~.~ ~.~:J,J.! ~'.p,1.E.~ ~,~.~.~ «~.i~'.;y~„6~.1'.B.~f.~.~~.~i.g.~~ ~~,~~'.~~~.,i, What Is the Rehabilitation Tax Credit? Federal tax law offers a unique in- centive to taxpayers who contrib- ute to the preservation of this nation's old and historic buildings. By re- habilitating directly or investing in the rehabilitation of eligible buildings, taxpayers can take advantage of a two- tier tax credit. The federal income tax credit is equal to 20 percent of the cost of re- habilitatinghistoric buildings or 10 percent of the cost of rehabilitating nonhistoric buildings constmcted be- fore 1936. These credits provide a dol- lar•for-dollar reduction of income tax owed. While the 20 percent credit is available for rental residential build- ings, neither credit is available for homes or apartments occupied by their owners. Rehabilitation investment gives old and historic buildings a place in the contemporary real estate market, thereby guaranteeing their continued use and contribution to an area's eco- nomic vitality. In some cases rehabili- tation involves relatively small expen- ditures to renew a building's structural or mechanical systems. >n others, rehabilitation may involve a complete reconstmction of a build- ing's interior spaces. In the case of historic buildings, the goal of the rehabilitation credit is not to preserve a building as a museum, but to put it back to use to meet cur- rent housing, retail, commercial and industrial needs. However, these needs must be met through constmction that is appropriate to a building's his- toriccharacter. During its recent consideration of tax reform legislation, Congress heard witness after witness testify that the rehabilitation tax credit has been re- sponsible for the dramatic revitaliza- tion of cities and towns throughout the country. Rep. Lindy Boggs (D-La.) testified that: the rehabilitation tax credit has worked as has no other tool to rncourage and facili- tate the preservation of historically or az- chitecttrrally significant swctures and has contributed to reversing the downward trend in the older sections of utu nation's cities. It has worked by rttaking projects not otherwise economically feasible into reasonable, cost-effective inveswrnts. it has worked by creating jobs for people in construction, by putting derelict and aban- doned houses and buildings back into commerce. The retention of the rehabilitation tax credit, at a time when Congress eliminated many tax incentives that proliferated throughout our tax laws, reflects Congress's continued recogni- SALLY C. OLDHAM is the vice president for pro- grams anJ services at the National 71vst (or His- toric Preservation. Bclore coming to the National Tmst, UlJham served as executive vice president of Langelier Historic Properties, Inc., in Washing- ton, D.C., providing equity syndication services anJ tax certification consuhing services for rcha- bilitatcJ prory:rties. Oldham previously served as acting chief of repstration and chic( of the tax in- centives unit of the National Register of Historic Places, National Park Service. IAYNE F. Il(1YLE anJ $7VAHr M. CtNSnExc arC attnf• ncys specializing in tax law in the Washington, U.C., office of Dewey, Ballantine, Bushby, Palmer & Wixxl. &rylc joined the firm after serving five years on the professional staff of the Committee on Ways anJ Means, U.S. House u( Rcpresenta• rives. Shc rceciveJ her juris doctor Je~ec, magna cum laude, from Georgetown University Law Ccntcr. Ginsberg joinid the firm after serving four years on the government relations staff of the American Dental Association. He also received his juris doctor degree from Georgetown Univer- sity Law Center, where he was an associate editor of The Tax lawyer. IAN D. SrA~rz has served as the director of pub• lie policy and, before that, as government affairs counsel for the National 7tust for Historic Preset vision. He holJs the degree of juris doctor from the New Ynrk University SchaJ of Law and was awarJeJ the master of public affairs Jegrcc (rum the Woodrow Wilson School of Public and Inter- national Affairs of Princeton University. He is coauthor of federrd Taxation and dre !'reservation o/ America's Heritage. tion of the social and economic bene- fits this country derives from such re- habilitation projects. The Senate Finance Committee, in articulating its reasons for retaining the credit in its tax reform legislation, stated that the credit was necessary because "the so- cialand aesthetic values of rehabilitaa ing and preserving older structures are not necessarily taken into account in investors' profit projections." From 1982 through 1985, the histor- ic rehabilitation credit alone has stim- ulated an estimated $8.8 billion of in- vestment in more than 11,700 historic buildings. This investment not only has been made in large projects, such as Union Statiotr in St. Louis, the Willard Hotel in Washington, D.C., and the Pullman Factory in Chicago, but in smaller projects as well. Almost 80 percent of historic commercial projects incur expenditures of less than $1 million and nearly 40 percent involve expenditures of less than $150,000. This range in the size and type of projects, and the similar diversity of nonhistoric rehabilitations, such as the renovation of comer stores, brownstones, restaurants and schools, demonstrates the breadth of opportu- nity that still exists for people to par- ticipate in this program. Some of the basic requirements for obtaining these incentives are described below 'hat Buildings Qualify? he rehabilitation credit is avail- Table for historic and nonhistoric buildings, but only if they are used in a trade or business or held for the pro- duction of income. Buildings eligible for the 20 percent rehabilitation credit include those used for rental residen- tial as well as nonresidential purposes, while buildings eligible for the 10 per- cent rehabilitation credit must be nonresidential, commercial and indus- trial buildings. Certified Historic Structures To qualify for the 20 percent rehabili- tation credit, a building must be a "certified historic structure." A certi- fied historic structure is one that is: ~ listed individually in the National Regis- ter of Historic Places; or ~ located bt a "registered historic district" and certified by the Secretary of the Inte- rior as being of historical significance to the district. A registered historic district is any "t district that is: ~ listed in the National Register of Histor- ic Places; or ~ designated under a state or local statute certified by the Secretary of the Interior as containing criteria that will substan- tially achieve the purpose of preserving and rehabilitating buildings of signifi- cance: to the district and that is certified as substantially meeting all of the rc- quircments For the listing of districts in the National Register. The National Register of Historic Places is maintained by the U.S. De- partment of the Interior. It includes approximately 45,000 listings, 12 percent of which arc historic dis trios. ]t is estimated that National Register listings encompass some 500,000 buildings. Properties quali- fying for National Register listing must meet one or more of four broad criteria (see box, page 8j. To nominate an individual proper- ty or historic district for listing, a nomination form is submitted far review to the state historic preserva- tion officer ~SHPUj appointed by the governor of each state. A list of these officials is included ott page 17. After review and approval at the state level, the nomination is Eor- warded to the National Park Service in the Department of the Interior for review and listing. A building within a listed historic district is accorded certified historic structure desibmation through the sub- mission of "Part 1 " of the Historic Preservation Certification Application (OMB Form No. 1024-0009j. This form is available from SHPOs and the National Park Service. After review by the SHPO, the application is forward- ed to the National Park Service for fi- nal approval. [f a property is individually listed in the National Register, it is already a certified historic structure and it is not necessary to complete Part l of the Historic Preservation Certification Application. iE the certification request is for a building not yet listed in the National Register or for a building in a potential historic district, the Part 1 form will be reviewed to make a preliminary de- termination as to whether the build- ing may qualify for certified historic ' status when and if the property is list- ed in the National Register. Such de- terminations are not binding and be- comefinal as of the date of listing in the National Register. The SHPO's recommendation for approval or denial of certified historic stmcture status is given significant weight; the final determination, how- ever, is made by the National Park Ser- vice, which notifies the owner of the decision. Uld Nonitistoric Buildings A IO percent rehabilitation credit is available for nonresidential, non- historic buildings built before 1936. No certification is required for these buildings. The 10 percent rehabilitation credit is not available for certified historic structures. A building located within a registered historic district is not eli- gible for the 10 percent credit unless it is certified by the Department of the Interior as not contributing to the his- torical significance of the district. A request for certification of nonsignifi- cance also is made through Part l of the Historic Preservation Certification Application. Review of such a request follows the general procedures out- lined above. Gratis Center, Philadelphia. • •. .. . , ....,.r., ., ., ,..... . ,.~ 71. r e 1l.tA.'I .t .t..S..f of .f .: .1 J._~..i.,f .t .1 .li .r K f.l. .t..M ~ What Rehabilitations Qualify? o receive a rehabilitation credit, a T taxpayer must substantially reha- bilitate aqualifying historic or old huilding. Substantial Rchnhilitations A substantial rehabilitation means a taxpayer's expenditures must exceed the greater of the "adjusted basis" of the building, or $5,000, during any 24- month period jor 60-month period in the case of "phased rehabilitations," defined below] selected by the tax- payer. The penal must end with or within the taxable year in which the credit is claimed. The adjusted basis in a building is its purchase price plus the amount of any previous capital improvements. This sum is reduced by depreciation deductions already taken. The basis does not include that part of the cost of the property allocable to the land value. Thus, for example, if a taxpayer's basis in a building is $100,000, the taxpayer generally would have to in- cur more than $100,000 of rehabilita- tion expenditures during a 24-month period to have a substantially rehabili- tated building. A phased rehabilitation is a rehabili- tation consisting of two or more dis- tinct stages of development. These stages must be set forth in written ar- chitectural plans and specifications that arc completed before the physical work on the rehabilitation begins. Certi/'ied Historic Rehabilitations For a rehabilitation to qualify fora 20 percent credit, the Department of the Interior must certify that the rehabili- tation is consistent with the historic character of the building and, where applicable, with the district.in which the building is located. Application for this determination is made through "Part 2" of the Historic Preservation Certification Application. Following review by the SHPO, the application is forwarded to the National Park Ser- vice Eor a decision. This application may be submitted to the SHPO and the National Park Service at any time during the course of rehabilitation. The National Park Service, however, National Register Criteria for ~ ,The Secretary of the Interior's ~, i;: ,% : '.:';;;. .~ ;Evaluation > r '• Standards for Rehobilitadon =%'- , ' The quality of significance in American his-,.~;` 1. Every reasonable effort shall be made W ".• ''' • ~ `. rory, architecture, archeology; engineering ;, ;i:. provide a con tible toe fora ~ ProPem' , r:,i ' ; and culture is tin districts, sites, which presen regttues minimal alteration of the ' buildings, stmctures and objects that possess ~ building, stmcture or site and its rnviron- , a .y,;: ~ ~ ji: . integrity of location, design, setting, mate- = merit or to use a property for its originally ' { 'r'. vials, workmanship feeling and association intended purpose. ' and :`;~ 2. The distinguishing original qualities ~ , : l h i d i h h h ; f b ld .:'.::';;:.: ~. •t aj t at arc assoc ate w t events t at c aracter o a ui ing, swcture or site and have made a significant contribution to the `~ its environment shall not be desu .The `' ~ ~ l broad patterns of our history; or ~ %. removal or alteration of any histonc trtaterial :':l:;?~; ~ ' jbj that are associated with the lives of per'~~'. or distinctive arohitectural Feattues shaultl be , '',';>~'.' S:1 ? eons significant in our past; or ~; ,avoided when possible. ~'~~' . ~ ~ jcj that embody the distinctive characteris-; ' 3. All btildings, structtues and sites shall ~ ' tics o(a type, period, or method of constmc- be recognized as products of thew own time,' ' ' ;,' : •r; don, or that repmsent the work of a mastey , ; Alterations which have no historical basis :. r :i,:~.:.;, ' or that possess high artistic values, ar that ,` and which seek to create an earlier appear- ~ , , :.`, ~ ~, , , represent a significant and distinguishable once shall )x discouraged. . , rnti whose con nests ma lack individ-'r;• 4. ry po Y Changes which may have taken place in ~ ; ~,?;;„~' ual distinction; or ': ' the nurse of time are evidence of the histo ' jdj that have yielded, or may be likely ro ~' and development of a building, structure or ~ yield, information important in prehistory or ~ site and its envronment. These ma changes y ' " ' ,', *'.; ... ,~ history. have acquired significance N thew own right, t ,, ;' fyyt't'r• -) 'i~j~' ~ ~ ~ ~tAl'r ~, Mai r.t, strongly urges taxpayers to File appli- cations before commencement of work so that modifications may bc; made more easily, if necessary. Notice of approval of proposed work or certification of completed work is sent to the taxpayer by the National Park Service. If mcxfificatiotrs are pro- and this significance shall be recognized and respected. 5. Distinctive stylistic features or examples of skilled craftsmanship which characterize a building, structure or site shall be treated with sensitivity. 6. Deteriorated architccmral features shall be repaired rather than replaced, wherever possible. N the event replacement is ncees- sary, the new material should match the ma- [erial being replaced in composition, design, wlor, texture and other visual qualities. Re- pair or replacement of missing architectural features should be band on accurate duplica- tions of features, substantiated by historical, physical or pictorial evidence rather than on conjectural designs or the availability of dif- ferent architectural elements from other buildings or stmcturcs. 7. The surface clearing of structures shall be undertaken with the gentlest means pos- sible. Sandblasting and other cleaning meth- posed during the course of construc- tion, the National Park Service re- quests that it have the opportunity to review and approve changes that might affect the historic qualities of the stmcture. However, a rehabilitation receives final certification only after all work has been completed. A taxpayer whose proposed work has been ap- proved must submit a Request for Certification of Completed Work with photographs documenting the com- pleted project in order to receive final certification. All elements of a rehabilitation project must meet the Secretary of the Interior's Standards for Rehabilitation ]see box, page 8j. In evaluating rehabil- itation work, state and federal officials review all aspects of the work, includ- ing any new constmction. While the rehabilitation process may involve some repair or alteration of a historic building to provide for an efficient contemporary use, it must nut destroy or damage the material and features, both interior and exterior, that are im- portant in defining the building's his- toric character. ods that will damage the historic building materials shall not be undertaken. 8. Every reasonable effort shall be made to protect and preserve archeological resources affected by or adjacent to any project. 9. Contemporary design for alterations and additions to existing properties shall not be discouraged when such alterations and addi- tions do not destroy significant historic, ar- chitectural or cultural material and such de- sign is compatible with the size, scale, coloS material and character of the property, neigh- borhood or environment. 10. Wherever possible, new additions or al- terations to stmctures shall be done in such a manner that q such additions or alterations were to be removed in the future, the essen- tial form and integrity of the stmcture would be unimpaired. • Interior, Union Station, St. Louis, Mo. i.~ ; .. The National Park Service charges a processing fee to review projects in- volving more than $20,000 of rehabili- tation expenditures. Payment is made when requested by the National Park Service, not when the application is submitted to the SHPO. The fee to re- view proposed or ongoing rehabilita- tion projects of more than $20,000 is $250. Fees to review completed reha- bilitation work Eolluw: Fee Rehabilitation $ 500 $ 20,000 to $ 99,999 $ 800 $100,000 to $499,999 $1,500 $500,000 to $999,999 $2,500 $1 million or more If an applicant has requested review of a proposed project, the National Park Service will deduct the $250 fee from the fee owed for review of completed work. Certification decisions may be ap- pealed to the Washington, D.C., office of the National Park Service. Nonhistoric Rehabilitations No certification of rehabilitation work is necessary to obtain the 10 percent credit for nonhistoric rehabilitation. However, certain existing building ele- ments must be retained to qualify for this credit. Specifically, jlj 50 percent or more of the existing extemal walls must be retained in place as extemal walls; j2j 75 percent or more of the ex- isting extemal walls must be retained in place as internal or extemal walls; and j3~ 75 percent or more of the exist- ing internal structural framework must be retained in place. No similar requirements apply to certified historic stmctures. Wllat Expenditures Qualify? ehabilitation expenditures must R be capital in nature and deprecia- ble as real property to qualify fur a credit. Routine maintenance costs such as painting and repairs arc not el- igible unless they are part of an overall rehabilitation. Acquisition and build ing enlargement costs do not qualify. Rehabilitation expenditures alloca- ble to that portion of a building that is, or is reasonably expected to he, "tax-exempt use property" also do not qualify jsee page 13j. lease term remaining on the date the rchahilitation is completed is at least 27.5 years for a residential building or 31.5 years for a nonresidential build- ing. Purchasers of a rehabilitated building before the completion of its rchahilitation are eligible to receive the credit. How Is Depreciation Computed? taxpayer may deduct annually a portion of the adjusted basisjsee page 8j of a rehabilitated building. The deduction generally is computed using the straight-line method over a period of 31.5 years for nonresidential real es- tate and over a period of 27.5 years for residential rental real estate. The de• preciable basis of a rehabilitated build- ing must be reduced by the amount of rehabilitation credit claimed. When Can the Credit be Claimed? enerally, the credit is claimed for the taxable year in which the re- hahilitation is completed. For historic rehabilitations, an ap- proved Request for Certification of Completed Work must be submitted to the Internal Revenue Service with- in 30 months of claiming a credit. The credit maybe claimed before comple- tion if construction is planned for two or more years and a taxpayer elects to claim the credit on the basis of "qualified progress expenditures." Who Can Take the Credit? he credit is available to the T owners and, in certain situations, renters of a qualified rehabilitated building. Reuters may obtain the cred- it for rehabilitation expenditures that they have incurred, provided that the What Other Restrictions Apply? any factors other than the bene- M fits described above must be taken into account before considering ,~ undertaking or investing in a rehabili- tation project. The rehabilitation in- centives operate within the context of a building's local real estate market, its economic profile and project inves- tors' individual tax situations. The following sections discuss some of the Federal corporate and indi- vidual tax provisions that may affect the ability of investors to make full use of the tax benefits. Taxpayers I1 should seek the advice of a profession- al advisor before initiating or invest- ing in a rehabilitation project. General Business Crerlit Limitation Taxpayers may only use the rehabilita- tion tax credit, together with other business credits, to offset up to $25,000 of tax liability, plus 75 per- cent of cox liability in excess of $25,000. Unused credits maybe car- ricd back three years or carried for- ward IS years jsee discussion under "Passive Activity Rules" on page 12j. Also, individual taxpayers who have minimum tax liability may not use • ,.,,' ",,'1~ • r• 11^11 ~r, 1 tJ Er ~~ ~ r i 1 hn ' 1 ~ 'NI, ~ ': ~n ~ , Cetmak Building, Cleveland (Union-Miles Development Corporation) • • • ! , 7.. ~ ~, ~ ... ~. :.,, .,, .~. ~ .~. .c-.",y. i. .7 .. .i. .7 ~..{.) I.l~J...i -~JJ.11 ,~-J ..I ,i d~~.1 .1.~..~.~,7,1., ;.. ... ..a the credit to offset such liability, al- Passive Activity Rules ~ ~•; '„ ~ ~;;" - ~y'v~~y, ; j;~ ;i o r c n a r.,~ :.; t~~ a~ ,.•• --.•, y .~, ~•-:~;;.,k~,~: though such unused credits also may in the Tax Reform Act of 1986, Con- ~ +' ty'~'~~~ ~-• ~ I ~~ ~ '"' ~: ~~ ,: ' ' :~' ~' t':~' be carried back or forward to years gross for the first time restricted the ! ki J 3 r1'"C•~ d ~'T:h• ~ ,:.-1' ,~_ ~"`~r` when the caxpayer has regular tax ability of real estate developers and in- ! r-- ~.'~-~ ~ ' ~ ~ '~f: ~ ,;;~ ~ ~_ 1~ ~ liability. vestors to use deductions and credits ~ K , ~ ~`*""". ~• ~ ~~ t ` to "shelter" income other than that ~~ • ~ j„~.K direct) related to the deductions or ~' ~'- -' .. Recapture of the Credit y '' g, - ~ ~ - J%~'^.1~.&:(r Generally, if a taxpayer disposes of a credits. Corporations by and large are ~ ~~~'j~ R„~~~ ~ ` { building for which a rehabilitation not covered by these rules. ! G~!. • 'a , . ,,, ~'~,~ ~, credit has been claimed within five Generally, these new rules prohibit i. "~~~-k"'.' °r,'r • ~"` - ., years of completing a rehabilitation, the use of deductions and credits from 4~',~~-S,.}',xr ~ ~ JI i - ~1f" leis ~.,.. ~tF t K,,M ~:' J part or all of the credit claimed must "passive activities" to offset income 2 ~ s rl~~ ,,~ ~ . ~ ~ ~, ~. ~I.1 be repaid. This "recaptured" amount and taxes owed Erom "non•passive ac- j 1~^ ~ ,~t ;~ *; • .^ •~ ~.~ s r' ~ }~ -~ !' ran es from 100 ercent of the credit tivities." Passive activities arc those in ~`- 't N +vyt q ' ~ f~.r. '~~*~+,.~+ "t'--' /' claimed for property sold within one which the taxpayer is not involved on ~ v'`. ~~ ~ ' Q„;,, ' I R ~, a rc lar, continuous and substantial }I ° J`` ~ a ' a:w+ year of the completion date to 20 per- !~ b.' , ~ +, ~ r ,~y„ ~ cent of the credit claimed for property basis. Limited partner investors in re- , ~ ~ r+ F..` 4e~~; sold in the fifth year Similar rules ap- habilitation projects are presumed to i ~.' a %'; ~ ,,~ fro ~r be involved in a assive activit In ad- ~" ~ ~- + '"'r"`' ~ - ply if all or part of a rehabilitated 1 y .r. ! ' ~, `~ ,~ ~ brol ertg ~eco P g"ta l exempt use rental of rehabilitatetd bu ldm s are e ~ - - , .;` ,. $ ~ t ryl-_ °R ~. - '`~ - !^- , +~. ~•, _ ' : `.:, :. p p y' jsee a e 13 within five K . ~- - ~•' years of the: placed-m-service date. Re- considered passive acuvrues. Non-pas y-` 1 ~~ ?~...::~? ~-; capture of the credit could also occur sive activity income includes wages ~:... ~ _ '~ '' if the Secretary of the Inferior revokes and po[tfolio income such as stock ~ Tindeco Whorl, Baltimore, Md. (Dover Historic Properties/DHI f1) certification of the rehabilitation after dividends, stock capital gains and in- the property is completed. [ores[ on bank accounts. ~ housing credits to use these credits to [ion, rehabilitation and low-income Under these limitations, deductions offset the taxes owed on a maximum housing credits, but not deductions generated by all of a taxpayer's passive of $25,000 of non-passive activity in- from these projects, may be used to At-Kisk Rules investments may only be deducted come. offset the taxes owed on up to $25,000 Taxpayers generally may deduct losses from income from these passive in• The first exception applies to tax- of non-passive activity income. Thus, from an activity, including the holding vestments. Similarly, credits generated payers ]other than limited partners] for a taxpayer in the 28 percent mar- ciE real estate, up to the amount the from passive activities, such as the re• who actively participate in the rental ginal tax bracket, $7,000 of the com- taxpayer has "at-risk" in the activity. habilitation credit, may only be used ~ of real estate. To actively participate, a bined total of low-income and rehabil- The amount at-risk generally includes to offset tax liability on income from taxpayer must be involved in a project itation credits may be used in a single the taxpayer's contribution of cash or passive activities. j in a significant and bona (ide sense, yeas This benefit phases out for tax- propcrty to the activity and amounts Credits and deductions that cannot I such as making management deci- payers with adjusted grass incomes borrowed for use in the activity for be used because of the passive activity sions or arranging for others to pro- (determined without regard to deduc- which the taxpayer is personally lia- rules may be used in future years to vide services. The $25,000 allowance [ions from passive activities] between ble. offset income or taxes from passive is phased out for taxpayers with ad- $200,000 and $250,000. In addition, certain borrowed activities. They may not be used to justed gross incomes ]determined with- These two exceptions may not be amounts secured by the real estate offset such income or taxes from pre- out regard to deductions Erom passive combined. Thus, taxpayers may only used in the activity for which the tax- vious years. activities] between $100,000 and use deductions and credits to reduce payer is not personally liable may be There are two major exceptions to $150,000. Thus, each $2 of income taxes on up to $25,000 of non-passive treated as at-risk. This allows inves- these rules that will assist rehabilita- over $100,000 reduces the $25,000 ex- activity income. Of course, a taxpayer tors in rehabilitation projects to [ion projects. The first will generally ception by $1. may use additional credits and deduc- "leverage" their cash investment by allow a taxpayer who actively partici- The second exception applies to re- [ions to reduce taxes on passive in- receiving tax benefits on their invest- paces in rental real estate activities to habilitation and low-income housing come. men[ and a pro•rata share of a project's use up to $25,000 cif deductions from credit projects regardless of the inves- burrowed funds. passive activities to reduce non-pas- tors' relation to the project. Limited Rehuhilitutiuns Involving Tux- sive activity income. The second al- j partner investors need not be actively Exempt Entities lows limited partner investors eligible `I involved in management or decision The use of the rehabilitation credit to for the rehabilitation and low-income making to yualify. Under this excep- preserve property used by govem- 12 13 I `,i?6, f.M.~; t , ~ ~ ~~, 11 ments or nonprofit organizations is limited because the credit cannot be claimed on "tax-exempt use property." In the case of real estate, tax-exempt use property generally means that por• tion of the property that is leased to a tax-exempt entity in a "disqualified lease." Property leased to a tax-ex• empt entity would be considered leased under a disqualified lease if: ~ the lease tens exceeded 20 years; ~ the Icasc occurred after the sale of the property by, or the prolxrty was Icaxd from,the tax-exempt en[ity sale-Icase- back situation]; • the Icase included an option to purchase or sell the property; or ~ pan or all of the property was Fitranced, directly or indirectly, by atax-exempt i obligation, and the tax-exempt entity (or a related entity] participated N the fi- nancing. j Even if property is leased to a tax- exempt entity in a disyualified lease, I such property is not subject to the tax- exempt entity leasing limitations if the portion determined to be tax-ex- ~ empt use property is less than 35 per- ~ cent of the "net rentable floor space" j of the property. The net rentable Floor ~ space of a building does not include ~ the common areas. , Mow Is Transition Property Treated? ertain rehabilitation projects C completed after December 31, 1986, which qualify as "transition property," are excepted from the changes to the credit made by the Tax Reform Act of 1986. For such projects, the credit amount is 25 percent for certified fiisuuic swctures and 13 percent or 10 percent for nonresiden- tial buildings at lepst 40 years old or 30 years old, respectively Previous de- preciation roles ]including a 19-year recovery period and a half•basis adjust- ment for historic structures] apply to these projects. To ytralify a project as transition property, a taxpayer must have by March 1, 1986, signed a binding con- tract to rehabilitate. As an alternative, a taxpayer with an ownership or Icase- hold interest in a property by March I, 1986, must have submitted Part 2 of the Historic Preservation Certification Application or committed the lesser of $1 million or 5 percent of the proj- ect's expenditures by March'1, 1980. Such property must he completed by January 1, 1994, to receive transition treatment. Also, the passive loss and credit limitations are phased in over afive- year period for certain investments in rehabilitation projects grade before the provision became law Sixty-five per- cent of losses and credits otherwise disallowed by these limitations may be used by a taxpayer in 1987, 40 per- cent in 1988, 20 percent in 1989 and 10 percent in 1990. The limitations are fully effective for taxable years be- ginning in 1991 and thereafter. 14 What Other'I'ax Benefits Art: Available? ther tax provisions may contrib- O ute to the preservation and reha- bilitation of historic buildings. They include the deduction for donating a historic preservation easement and the new low-income housing credit. Historic Preservntion Enscments A charitable contribution deduction is allowed for the donation of a historic preservation easement to a preserva• tion organization. This deduction ap- plies to both commercial property and owner-occupied housing. Arr easement is an agreement by owners of property to rclinyuish their right to alter or de- molish property arrd to abide by other preservation conditions that are en- forced by the donee preservation orga- ' nization or governmental body. These restrictions must be permanent to qualify for a federal charitable deduc• tion and must apply to all Future pur- chasers of the property. A typical agreement protects the facades of a building but may also restrict the de- velopmcnt of adjoining lands and intc- rior features or rcyuire maintenance of property elements. In addition, the public must have some visual access ' to the donated property. The value of the contribution of a historic casement is the difference be- tween the fair market value of the property before the granting of the re- striction and the fair market value of t the property after the granting of the restriction. The basis of the structure must be reduced by the value of the easement. This basis reduction must he allocated between the building it- self and the underlying land. For taxpayers subject to the alcer- native minimum tax, the untaxed ap- prcciation on charitable contributions of appreciated property is considered a preference item. IS Low-Income Rental Housing Credit Owners of residential rental property providing low-income housing may claim separate tax credits for new con- sttvction and rehabilitation of low•in- come housing and for certain costs of acquisition of existing housing to serve low-income individuals, if such credits are issued by the state. The credits are claimed annually fora peri- od of 10 years. For the costs of new construction and rehabilitation, the annual credit has a maximum rate of 9 percent except the credit is 4 per- cent for housing also receiving other federal subsidies or financed with tax- exempt bonds]. For acquisition costs, the annual credit has a tnaximum rate of 4 percent. The credits are generally available for property placed in service after December 31, 1986, and before January 1, 1990. Residential rental property is eligi- ble Eor the credits if either: ~ at least 20 percent of the housing units in the project arc occupied by individu- als with utcomcs of 50 pcrccnt or Icss of area median income; or ~ at Icnst 40 percent of the housing units in the project arc occupied by individu- als with incomes of 60 pcrccnt or Icss of area median income. The rent charged to tenants in units with respect to which the credit is al- Old Allegheny Rows Historic District, Pittsburgh. Manchester Ffistoric Distritx,l'ittsbtrrgh. • • • _:~ _ __ ~ .., :. ; .. s .. ~:. ,:. t a s 3 :.3 .'~..f i i..9..~.~,1 a ,a .$.)`.)`.l .:~.r'~.M ,f •,R .h .i'.1~.~~ ,1.~ .k~ towable may not exceed 30 percent of lion with the rehabilitation credit. the qualifying income. Eligible prof- The basis with respect to which the I ects must continuously comply with credits are allowed must be reduced ~ these requirements fora 15-year peri- by the amount of any rehabilitation ~ od, or the credits will be recaptured. credit for which the property is This credit may be used in conjunc- eligible, j `history of Federal Tax Incentives for the i'rescrvation Df Old and Historic Structures Since 1976 Congress has provided fed- Revenue Act of 1978 (P.L. 95-600) eral tax incentives for the preservation of old and historic structures. Tax Reform Act of 1976 (P.L. 9455) • 60•month amortization of certain ex- pendituresincurred in the rehabilita- tion of certified historic structures • accelerated depreciation on substan- tially rehabilitated historic property • denial of deduction Eor costs of de- molishing a certified historic structure • straight-line depreciation on proper- ty constructed on site occupied by a certified historic structure that was demolished or substantially altered • 10 percent credit for qualified expen- ditures incurred in connection with the rehabilitation of a building at least 20 years old Tax Treatment Extension Act of 1980 (P.L. 96-541) • deduction Eor the contribution of a historic easement Economic Recovery Tax Act of 1981 (P.L. 97-34) • three-tier credit for the rehabilitation of certified historic stmctures and buildings at least 40 and 30 years old For Morc Information Publications The National Tmst for Historic Pres- ervation publishes for its members Preservation News 12 times a year and Historic Preservation magazine 6 times a year. Both contain up-to-date information and articles on the reha- bilitation incentives and historic pres- ervation. For information on member- ship, write National Trust fur Historic Preservation, 1785 Massachusetts Av- 16 enue, N.W., Washington D.C. 20036, Attn: Membership Division. Dues start at $15. Historic Preservation Tax Incentives Certification o/ Rehabilitation Work- book is the only complete compila- tion of all legal, technical and admin- istrative documents related to the historic rehabilitation incentives. This looseleaf binder,'prepared by the Na• tional Park Service for its review staff, contains all certification precedents, guidance and regulatory materials. For information on this publication, write ~~;~ Tax, National Tmst for Historic Pres- ervation, 1785 Massachusetts Avenue, N.W., Washington D.C. 20036 Preservation Law Reporter is pub- lished quarterly by the National Trust. This looseleaf service contains articles on tax issues, updates on legislative and regulatory activities, litigation summaries and a comprehensive refer- ence volume. Aone-year subscription costs $195. To order, write the Nation- al Trust or call 1202j 673-4035. A Directory o/ Hisuuic Preservation Lawyers is published by the National 'Ifttst. Preservation attorneys are listed by state with a brief description of their areas of practice. For a copy of the directory, send $3 to General Counsel, National Trust for Historic Preservation. Fur listing information, write the Trust or call (202) 673-4035. The Member Organization Program of the National Tmst provides firms, or- ganizations and agencies with regular publications containing comprehen- sive information on preservation is- sues, prol,~ams and practices. To be- come ,member organization, write the National Tmst. Dues start at $50. State Historic Preservation OKices The state historic preservation office is the best point of contact within your state for information on the his- toric rehabilitation tax incentives. Alabama: Executive Director, Alabama liis- ~ torical Commission, 725 Monme Street, Murttgomcry, Ala. 36130, 12051261-3184. ~' Alaska: Chief of History acid Archeology, Di• vision of Parks, Pouch 7001, Anchorage, Alaska 9951(1, 19071 762-4108. Arizona: Chief, Office of Historic Preservation Arizu- na State Parks, 1688 West Adams, I'hucnix, Ariz. 85007,16021255-4174. Arkansas: Direc- ' tor, Arkansas Historic Preservation Program, Suite 200, The Heritage Center, 225 E. Mark- ham, Little Rock, Ark. 72201,1501137(- , ~ 276,3. California: State Historic Preservation Officer, Office of Historic 1lreservation, Ur:- partment of Parks and Recreation, PO. Rux 2390, Sacramento Calil. 95811, 19161445• ' 8006. Colondo: President, Colorado Histor- r ical Society, 1300 Bnladway, Denver, Colo. 80203,1,30:31866-2136. Connecticut: Dine- tor, Connecticut Historical Commission, 59 Sv. Prospect Street, Hartford, Conn. 06106, ~, 1203 566-3005. Delaware: Director, Division of Historical and Cultural Affairs, Hall of ' Records, Lkrver, Del. 19901,130217,6-5.313. District of Columbia: State Historic Prcur- vation Officer, Office of the Mayor, 614 H Street, N.W., Suite 1120, Washinbaun D.C. 201101,12021727.2642. Florida: Uircetor, Bu• 17 reau of Historic Preservation, Division of Ar chives, Flistory,and Records Management, Department of State, The Capitol, Tallahas• see, Fla., 32301-8020, X9041487-2333. Geor- gia: Commissioner, Department of Nanval Resources, 205 Butler Street, S.E., 1252 Floyd Towers East, Atlanta, Ga. 3(7334, 14041 656-3500. Guam: Directttr, Department of Parks and Recreation, 4900 Naval Hospital Road, Agana Hciglus, Guam 96910, 477- 9620, ext. 4 loverseas uperator~ HawaB: Chairman, Lk:panmcnt of l:.and and Natural Resources, I?O. Box 621, Honolulu, Hawaii 96809,18081548-6550. Idaho: Director, Idaho Historiral Society, 610 North lulu Uavis Drive, ftuise, Idaho 83702,12081334-2120. B- linois: Director, Illinois Historic Preservation Agency, Old Sntc Capitol, Springfield, III. 62701, 12171782-4&36. Indiana: Director, De- partment of Natural Resources, 6f18 State Of- fice Building Indianapllis, Ind 46204, 13171 232-4020. Iowa: Executive Director, State Historical Department, East 12th and Crand Avcnuc, Des Mohtes, Iowa 50319,15151 281-5113. Kansas: Executive Uirccto; Kan- sas State Historical Society, 120 West Tenth, Tulxka, Kans. 661112, X9131296:3251. Ken- tucky: Director, Kentucky Heritage Council, 12th Floor, Capital Plaza Tower, Frankfort, Ky. 40601,15021 SG4-7005. Louisiana: Assis- tant Secretary, Office of Cultural Lhwelop ment, 1?O. Box 41247, Baton Rouge, La. 70804,15011925 :48R4. Maine: Director, Maine Historic Preservation Comnvssion, 55 Capitol Strict, Station 65, Augusta, Maine 04.433, 12071289-2132. Maryland: Di- rector, M:vyland Historical Tmst, 21 State Circle, Annapolis, Md. 2140I,13011269- 2R51. Massachusetts: Executive Director, Massachusetts Historical Commission, BO F4oylsntn Strcct, Suin 310, Boston, Mass. 02116, 16171727-8470. Michigan: Director, Bureau of History, Department of State, 208 North Capitol, Lansing. Mich. 48918,15171 373-6362. Minnesota: Director, Minnesota Historical Srkicty, 690 Cedar Street, St. Paul, Minn. 55101, (612) 296-2747. Mississippi: Uirtv:nu, Mississippi Dcparo men[ of Archives and Hismry, PO Box 571, Jackson, Miss. 39205, (6011359-1424. Mis- souri: Uircetor, State Department of Natural Rcumrces, 1915 Suuthridge Drive, 1?O. Box 176, Icffcrum City, Mo. 65102, 13141 751- 4422. Montana: Program Manager, Historic Preservation Office, Montana Hisuuical &xi- cty, 225 North Rutterts, Hclcna, Mont. 59620, (4(K) 444-7715. Nebraska: Director, Nebraska State Historical &x:iety, 1?O. Ikrx 82554, Lincoln, Ncbr. 68501, 14021 471-4767. Nevada: Director, Department of Conscrva- tiun and Natural Rcuturccs, Nyc Building, Rtwm 21:4, 201 South Fall Strcct, Carson City, Ncv. 89710, 17021 R85-431,(1. New Hampshire: Commissioner, Ihpartmcnt of Libraries, Arts and Hiswrical Rexnuces, 20 Pnrk Strcct, Concord, N.H. U'i301, 1141'41 271.2492. Ncw lcney: Commissioner, Dc- partment of Environmental Protection, I?O. Box 1390, Trcnum, N.l. 08625, IGO91292- 2885. New Mexico: State Historic I'rescrva- tiun Officer, Historic Preservation Division, Office of Cultural Affairs, Rtxtm 101, 228 East Palace Avcnuc, Santa Fe, N.M. 87503, (5051 827-&'420. Ncw York: Commissioner, Parks, Recreation mid Historic Preservation, Agency Building Nu. I, Empire State Plaza, Alhany, N.Y. 1224R, 15181474-(W4.4. North Carolina: Director, Division of Archives and History, Department of Culnual Resources, Illy Fast Inncs Strcct, liakigh, N.C. 27611, 1919173;4-7305. Nunh Dakota: Superinten- dent, State f lisnrrical $tx:icty of North Uako• ta, Heritage Center, Bismarc k, N.D. 585(15, (7011224-26117. Ohio: State Fiisturic Preser- 18 vation Officer, The Ohio Historical Society, 19R5 Velma Avcnuc, Columbus, Ohio 43211, (614146(1-1500. Oklahoma: Executive Uircc- to4 Oklahoma Historical Society, Wiley Post Historical Building 2100 North Lincoln, Oklahoma City, Okla. 73105,14051521-2491. Oregon: Administrator, State Parks and Roo- nation, 525 Trade Strcet, S.E., Salem, Orc. 97310, 15031378-5019. Pennsylvania: Excx:u- tivc Dimcror, R•nnsylvania Historical and Muxum Commission, P.O. Ikrx 1026, Har- risburg, Pa. 1710R,171717R7-2891. Common- wealth of Puerto Rico: State Historic 1'rescr• vation Officer, Office of Historic 1'rescrva- tiun, Iktx 82, La Furt:dcz~, S:m lumr, 1'ucrto Rico 0091R, 18091721-2676 or 18aJ1 721-3737. Rhode Island: Director, Ithodc Island Histor- ical Preservation Commission, OId State Houx, 150lknefit Strcct, Providence, R.1. 02903, 14011277-267R. Sout7t Carolina: Di- rector, Dcparunent of Archives and History, 1?O. Box I IGG9, Columbia, S.C. 29211, IRQ31 734.8577. South Dakota: Dircetor, Office of History, R00 North Illinois, I'iene, S.D. 57501, (605) 773-345R. Tennessee: Commis- sioner, Department of Conservation, 701 Broadway, Nashville, Tenn. 37219-5237,16151 742-!758. Texas: Executive Director, Texas Historical Commission, I?O. Box 12276, Cap- itol Station, Austin, Tex. 7R7I1, 15121 463-(,100. Uuh: Director, Utah State Hismr- ical &x:iety, 300 Rio Grandg Salt Lake City, Utah 84101, 18011533-5755. Vertnone Secre- tary, Agency of Lhwclupment and Cummwti- ty Affairs, Pavilion Building Montpelier, Vt. OS(><12, 1802182R-3211. Virginia: Executive Director, Division of Historic Lutdmarks, 221 Governor Strcct, Richmond Va. 23219, 18041 7RG-3143. Virgin Islands: Director of Planning Virgin Islands Planning O(ficc, Di- vision of Archeology and Historic Prescrva- tiun, PQ Ikrx 3088, Christiansted, St. Croix, U.S.V. L W820, 18(1<l) 77;4-1082. Washington: Director, Office of Archevtlufry mtd Historic Preservation, 111 West 21st Avcnuc, KL-I1, Olympia, Wash. 985(N, (20(11 753-4011. West Virginia: Commissioner, Ikpartment of Culture and History, Capiud Complex, Charleston, WVa., 25305, (304134R-0220. Wisconsin: Director, Historic Preservation Division, State Histxical Society of Wiscon- sin, Rl6State Strcct, Madium, Wisc. 537(K~, ((,081262.074(1. Wyoming: Director, Dcpart- ment of Archives, Mtvuums and History, fktnctt Building 2101 Central Avcnuc, Chcy- cnnc, Wyu.82W2,13071777-7013. NationnJ Pnrk Service Rel;ionul O//ices The National Park Service certifies the eligibility of buildings and projects for federal historic preservation tax in- centives. The following offices are in- volved in the certification process for the states listed. Alaska Region Preservation Tax Incentives National Park Service 2525 Gamlxll Strcct, Room 107 Anchorage, Alaska 99503 19071271-4230 Alaska Mid-Atlantic Region Preservation Tax Incentives National Park Service 600 Arch Street Philadclplila, I'a. 19106 12151597-22R3 Connecticut, Delaware, District of Colum- bia, Indivta, Maine, Maryland, Massachu- setts, Michigan, New Hampshire, Ncwv Jersey, Ncw York, Ohio, Pennsylvania, Rhtxle Islvtd, Vcmront, Virginia, West Virginia Rocky Mountain Region Preservation Tax Inccntivea ' National Park Service 655 Parfet Strcct Po. ISux zszx7 Dcnvcr, Cola 80225 13031236-8675 Colorado, Illinois, Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, New Mexico, North Dakota, Oklahoma, South Dakota, '48xas, Utah, Wisconsin, Wyoming Southeast Region Preservation Tax Incentives National Park Scrvicc 75 Spring Strec., S. W. Atlmtta, Ga. 30303 14041331-2632 Alabama, Arkansas, Florida, Georgia, Ken- tucky, Louisiana, Mississippi, North Car- olina, Pucrtu Rico, South Carolina, Tcnncs- scc, Virgin Islands Western Region Preservation Tax Incentives National Park Service 450 Golden Cate Avenue P.O. Box 36063 San Francisco, Calif 94102 (4151556.7741 Arizona, Crlifornia, Hawaii, Idaho, Ncwada, Oregon, Washington Ofd rUlegheny Rotvs Historic District,l'ittsbtuglr. r. ~ ~ ~- - .: ~a w~ : - :- - :, - ; ~, ~- ~ --~;~-F--•-- _--srr-ate- ~ '~°-' tt 7"-- _ t-^- .c,~.c~sm.v±cac3r~~~zc3zx~w, _ a. Jc v.1m ~. +: re3~+w c,~ N~c~«~c+G.~cat-a d: S;~a~e~ - Order Form To order additional copies of this publication, please complete this form and re- turn it with a check made payable to the National Trust for Historic Preserva- tion to: Tax National Trust for Historic Preservation 1785 Massachusetts Avenue, N.W. Washington, D.C. 20036 .......................................................................... NAME ORGANIZATION STREET APARTMENT OR SUITE C!•I'Y STATE ZIP Quantity Unit price Number Total cost 1-5 $ 3.50 6-25 3.00 26-100 2.50 100 or more 2.25 National Trust member discount (minus 10%~ ( ~ Subtotal Handling 1-5 copies $2.00 6-25 copies 3.50 26-100 copies 5.00 100 or more copies 6.50 $ Total $ National Trust membership no. • _ ~=~ _ - -~_.~`' ~- ,~ = PIdESEdS~7~,'1'IO1V ~ ~ BRIEFS ' New Exterior Additions to Historic Buildings: Preservation Concerns Kay D. Weeks U.S. Department of the Interior I~Tational Park Service Preservation Assistance Division Technical Preservation Services Because a ne~~• exterior addition to a historic building can damage or destroy significant materials and can change the building's character, an addition should be considered only after it has been determined that the ne~v use cannot be met by altering nonsignifi- cant, or secoridary, interior spaces. If the ne~y use cannot be met in this ~.•av, then an attached addition may be an acceptable alter- native if carefully planned. A ne~y addition should be constructed in a manner that preserves significant materials and features and preserves the historic character. Finally, an addition should be differentiated from the historic building so that the new work is not - confused ~yith what is genuineh~ part of the past. Change is as inevitable in buildings and neighborhoods as it is in individuals and families. Never static, buildings and neighborhoods grow, diminish, and continue to evolve as each era's technological advances bring conven- iences such as heating, street paving, electricity, and air conditioning; as the effects of violent weather, uncon- trolled fire, or slow unchecked deterioration destroy vulnerable material; as businesses expand, change hands, • become obsolete; as building codes are established to enhance life safety and health; or as additional family liv- ing space is alternately needed and abandonded. Preservationists generally agree that the history of a building, together with its site and setting, includes not only the period of original construction but frequently later alterations ~~d additions. While each change to a building or neighborhood is undeniably part of its history-much like events in human life-not every change is equally important. For example, when a later, clearly nonsignificant addition is removed to reveal the original form, materials, and craftsmanship, there is little complaint about a loss to history. - When the subject of new exterior additions is introduced, however, areas of agreement usually tend to diminish. This is understandable because the subject raises some serious questions. Can a historic building be enlarged for a new use without destroying what is historically signifi- cant? And just what is significant about each particular historic building that should be preserved? Finally, what new construction is appropriate to the old building? The vast amount of literature on the subject of change to America's built environment reflects widespread interest as well as divergence of opinion. New additions have been discussed by historians within a social and political, framework; by architectural historians in terms of con- struction technology and style; and by urban planners as successful or unsuccessful contextual design. Within the historic preservation programs of the National Park Serv- ice, however, the focus has been and will continue to be the protection of those resources identified as worthy of listing in the National Register of Historic Places. National Register Listing-Acknowledging Change While Protecting Historical Significance Entire districts or neighborhoods may be listed in the Na- tional Register of Historic Places for their significance to a certain period of American history (e.g., activities in a commercial district between 1870 and 1910). This "fram- ing" of historic districts has led to a concern that listing in the National Register may discourage any physical change beyond a certain historical period-particularly in the form of attached exterior additions. This is not the case. National Register listing does not mean that an entire building or district is frozen in time and that no change can be made without compromising the historical sig- nificance. It also does not mean that each portion of a historic building is equally significant and must be re- tained intact and without change. Admittedly, whether an attached new addition is small or large, there will always be some loss of material and some change in the form of the historic building. There will also generally be some change in the relationship between the buildings and its site, neighborhood or district. Some change is thus an- ticipated within each rehabilitation of a building for a contemporary use. Scope of National Park Service Interest in New Exterior Additions The National Park Service interest in new additions is simply this-a new addition to a historic building has the potential to damage and destroy significant historic material and features and to change its historic character. Anew addition also has the potential to change how one perceives what is genuinely historic and thus to diminish those qualities that make the building eligible for listing in the National Register of Historic Places. Once these basic preservation issues have been addressed, al] other aspects of designing and constructing a new addition to extend the useful life of the historic building rest with the creative skills of the architect. The intent of this Brief, then, is to provide guidance to owners and developers planning additions to their historic Preserving Significant Historic Materials and Features MAIN ENTRY WHITE MARBLE NEW ADDITION Historic bank structure with new drive-in bank addition. This approach preserves significant materials and features. The bank building in Winona, Minnesota, (Purcell, Feick, and Elmslie, 1911-1912) is a noteworthy example of Prairie School architecture. Of particular significance is the ornamental work in terra-cotta and stained glass. In 1969-70 a brick addition was joined to the historic structure on the unoramented north and east party walls. This responsible approach successfully met additional square footage requirements for bank operations while retaining the historic banking room with its stained glass panels and skylighted space. T Z 0 0 / ~ ~ n h~ k: I r y °~^~r ,ij,~ . ..V~ !f, . ~nn1 / ~:~I ~i V . ~: i v` EXISTING BL`ILDING ~{ v~ P Historic library with new reading room addition. This approach preserves significant historic materials and features. When Washington, D.C.'s Folger Shakespeare Library (Paul P. Cret, 1929) required additional space for a new reading room in 1983, significant exterior materials and interior spaces were respected. This expansion was successfully accomplished by filling-in a nonsignificant, common brick, U-shaped service area on the building's rear elevation, thus permitting almost total sav- ings of the historic decorative marble on significant front and side facades. The new reading room addition was sensitively joined to the historic library by a limited number of doorways, further enhancing overall preservation of historic materials. z C L eo 3 0 V c m a 0 0 t C A E 0 0 L C.. Historic city market with flanking new retail additions. This approach preserves significant historic materials and features. An aerial view shows the two-level connectors (circled) between Indianapolis' 1886 City Market and the new retail business wings. • Historic openings on both levels at the rear of the building have been utilized for entrance and egress to the new additions, requiring minimal intrusion in the historic fabric of the side walls. A detail photograph shows how the glass and metal connectors parallel the form of the historic round-headed window openings. Finally, because the new additions are essentially detached from the original market building, the external form and the interior plan, with its significant cast-iron roofing system, have been retained and preserved. NEW ADDITION For example, in the case of relatively low buildings (small- - . scale residential or commercial structures) it is difficult, if not impossible, to minimize the impact of adding an entire new floor even if the new addition is set back from the plane of the facade. Alteration of the historic proportions and profile will likely change the building's character. On the other hand, a rooftop addition to an eight story building in a historic district of other tall buildings might not affect the historic character simply because the new work would not be visible from major streets. A number of methods have been used to help predict the effect of a proposed rooftop addition on the historic building and district, including pedestrian sight lines, three-dimensional schematics and computer-assisted design (CAD). Some- times a rough full-size mock up of a section or bay of the proposed addition can be constructed using temporary material; the mock-up can then be photographed and evaluated from critical vantage points. • u In the case of freestanding residential structures, the preservation considerations are generally twofold. First, a large addition built out on a highly visible elevation can radically alter the historic form or obscure features such as a decorative cornice or window ornamentation. Sec- ond, an addition that fills in a planned void on a highly visible elevation (such as a "U" shaped plan or feature such as a porch) may also alter the historic form and, as a result, change the historic character. Some historic structures such as government buildings, metropolitan museums, or libraries may be so massive in size that alarge-scale addition may not compromise the historic character. Yet similar expansion of smaller buildings would be dramatically out of scale. In summary, where any new addition is proposed, correctly assessing the relationship between actual size and relative scale will be a key to preserving the character of the historic building. Constructing the new addition on a secondary side or rear elevation-in addition to material preservation-will also address preservation of the historic character. Primarily, such placement will help to preserve the building's historic form and relationship to its site and setting. Historic land- scape features, including distinctive grade variations, need to be respected; and any new landscape features such as plants and trees kept at a scale and density that would not interfere with appreciation of the historic resource itself. In highly developed urban areas, locating a new addi~ion on a less visible side or rear elevation may be impossible simply because there is no available space. In this in- stance, there may be alternative ways to help preserve the historic character. If a new addition is being connected to the adjacent historic building on a primary elevation, the addition may be set back from the front wall plane so the outer edges defining the historic form are still apparent. In still other cases, some variation in material, detailing, and color may provide the degree of differentiation necessary to avoid changing the essential proportions and character of the historic building. Preserving the Historic Character Creating two separate means of egress from the upper floors may be a fire code requirement in certain types of rehabilitation proj- ects. This may involve a second stair within the historic building or an exterior fire stair. To meet preservation concerns, an ex- terior fire stair should always be subordinate to the historic structure in size and scale, and preferably, placed on a secondary side or rear elevation. Finally, as in any other type of addition, the material and color should be compatible with the historic character of the building. Because this modest brick stairtower has been placed on a rear elevation as a subsidiary unit, the form, features and detailing of the historic building have been preserved. Historic university building with incompatible new stairtower ad- dition. This approach changes the historic character. In contrast, this stairtower has been constructed on a highly visi- ble side elevation and, together with its width and height, has obscured the historic form and roofline. The materials and color of the addition further enhance its prominence. 5 Historic townhouse with compatible new stairtower addition. This approach preserves the historic character. Historic library with new addition for "uncommon" and rare books. This approach preserves the historic character. Designed by architect Henry Ives Cobbs and completed in 1892, the Newberry Library in downtown Chicago extends the length of a city block and features a series of elongated, arch-headed windows. In 1981, when additional space was required with light and humidity control for storage of the rare book collection, a 10-story, windowless brick addition was linked to the historic block on side and rear elevations. Although constituting major expansion, the new wing still reads as a subsidiary unit to the substantially larger historic library complex. Its simple rec- tangular shape and lack of ornamentation stand in contrast with the highly articulated historic library complex; the rhythm of the historic windows is suggested in the windowless addition through a series of recessed square and arched bands. This is one example of a solution that is considered compatible with the historic character. ~:~ ~~ ~ ~ ~ N d A V O N N Q d Y Y 3 A x 0 0 L G Historic residential buildings with incompatible three-story roof- top addition. This approach changes the historic character. The historic character of one building or an entire row of buildings may be radically altered by even one highly visible, in- appropriately scaled rooftop addition. This is partly because the proportions or dimensions of a historic building play such a ma- jor role in determining its identity. Major expansion at the roofline alters the proportions and profile of the building-a change that is particularly noticeable when seen in outline against toe sky. A modest clerestory addition (extending acro towrihouses to the right) is almost overlooked because the fo~ point of the row is a three-story, pyramidally-shaped glass and metal addition whose mass, size, and scale overpowers the block's residential character. its"~ ~ _ ~ •~ ~ ~ - - ~...,.1 S~ ._ off ~°{.a'i' slit i# __ e~ a's~ .~ ~ ..Rr Historic commercial building with compatible new, one-story rooftop addition. This approach preserves the historic character. This rooftop addition-sharing a similarity to the example above in its use of glass and metal and an angular shape-has been set back. from both the front and side roof edges against a party wall, thus preserving the character of the historic building as well as the district. Although the addition appears to be very small from a street perspective, in actuality it is spacious enough to be used as a business con- ference room and employee lounge. E v C Preserving the Historic Character u 3. Protecting the Historical Significance- Making aVisual Distinction Between Old and New The following statement of approach could be applied equally to the preservation of districts, sites, buildings, structures, and objects of National Register significance: "A conservator works within a conservation ethic so that the integrity of the object as an historic entity is main- tained. The concern is not just with the original state of the object, but the way in which it has been changed and used over the centuries. Where a new intervention must be made to save the object, either to stabilize it or to con- solidate it, it is generally accepted that those interventions must be clear, obvious, and reversible. It is this same at- titude to change that is relevant to conservation policies and attitudes to historic towns ... "1 Rather than establishing a clear and obvious difference between old and new, it might seem more in keeping with the historic character simply to repeat the historic form, material, features, and detailing in a new addition. But when the new work is indistinguishable from the old in appearance, then the "real" National Register property may no longer be perceived and appreciated by the public. Thus, the third consideration in planning a new addition is to be sure that it will protect those visual qualities that made the building eligible for listing in the National Register of Historic Places. A question often asked is what if the historic character is not compromised by an addition that appears to have been built in the same period? A small porch or a wing that copied the historic materials and detailing placed on a rear elevation might not alter the public perception of the historic form and massing. Therefore, it is conceivable that a modest addition could be replicative without chang- ing the resource's historic character; generally, however, this approach is not recommended because using the same wall plane, roof line, cornice height, materials, siding lap, and window type in an addition can easily make the new work appear to be part of the historic building. If this happens on a visible elevation, it becomes unclear as to which features are historic and which are new, thus con- fusing the authenticity of the historic resource itself. The National Park Service policy on new additions, adopted in 1967, is an outgrowth and continuation of a general philosophical approach to change first expressed by John Ruskin in England in the 1850s, formalized by William Morris in the founding of the Society for the Pro- tection of Ancient Buildings in 1877, expanded by the Society in 1924 and, finally, reiterated in the 1964 Venice Charter-a document that continues to be followed by 64 national committees of the International Council on Monuments and Sites (ICOMOS). The 1967 Adminis- trative Policies for Historical Areas of the National Park 1 Roy lNorskett, RIBA, ~iRTIP, "Improvemment of Urban Design in Europe and the United States: I\ew Buildings in Old Settings." Background Report (prepared July, 1984) for Seminar at Strasbourg, France, October, 1984. System thus states, " ... a modern addition should be readily distinguishable from the older work; however, the new work should be harmonious with the old in scale, proportion, materials, and color. Such additions should be as inconspicuous as possible from the public view." Similarly, the Secretary of the Interior's 1977 "Standards for Rehabilitation" call for the new work to be "compati- ble with the size, scale, color, material, and character of the property, neighborhood, or environment." ~ _ - _ -~ Y' ~" sa ~-'r~ ....~.:~- - - - - .~.. Historic bank with new bank addition. This approach protects the historical significance of the resource by making a visual distinction between what is old and what is new. Constructed in the early 1890s in Durango, Colorado, the split- faced ashlar bank structure is characterized by its flat roof, rounded form at the main entrance, a series of ]arge arched win- dow and door openings, and heavily textured surfaces. When additional office space was needed in 1978 to serve a commer- cially revitalized historic district, the new work was respectful of the historic structure through its proportional similarities, and alignment of openings and cornice. While echoing the historic bank's arched and rectangular shapes, the addition features a contrasting, smooth-faced brick that-together with the variation in window size, recessed detailing, and exaggerated verticality of the pilasters-places the new work in a clearly contemporary idiom and also permits the historic building to predominate. d 3 z O 0 i` L NE1N ROOFTOP ADDITION .r ! ~~ ~--~ ~ . - ~ _ =l: =:,,~' • ~ ~ ~~ ~~ $'~ ~ ~ ~. ;~ ~ - - ,_ :~ _ ~~~ ~~ Historic city hall with new rooftop office addition. This ap- proach does not protect the historical significance of the resource because it fails to make a visual distinction between what is old and what is new. The drawing shows a proposed penthouse addition to a former municipal building. Originally aflat-roofed structure with a modestly detailed cornice, the proposed new addition has changed the proportions and profile, creating a verticality and degree of ornamentation that never existed historically. These changes have effectively re-defined the historic character. With its highly replicative ornamentation, the addition has become an integral component of the historic design. The result is that a passerby would probably not be able to tell that the rooftop ad- dition is new and not part of the original construction. Conclusion A major goal of our technical assistance program is a heightened awareness of significant materials and the historic character prior to construction of~a new exterior addition so that essential change may be effected within a responsible preservation context. In summary, then, these are the three important preservation questions to ask when planning a new exterior addition to a historic resource: 1. Does the proposed addition preserve significant historic materials and featuresl 2. Does the proposed addition preserve the historic character? 3. Does the proposed addition protect the historical significance by making a visual distinction between old and new? If the answer is YES to all three questions, then the new addition will protect significant historic materials and the historic character and, in doing so, will have satisfactorily addressed those concerns generally held to be fundamental to historic preservation. NEW EXTERIOR ADDITIONS~TO`HISTORIC BUILDINGS Preserve Significant Historic Materials and Features . Avoid constructing an addition on a primary or other character- - defining elevation to ensure preservation of significant materials and features. Minimize loss"of historic material comprising external walls and internal partitions and floor plans. Preserve the Historic Character Make the size; scale, massing," and proportions of the new " .addition compatible with the historic building to ensure that the historic form.is not expanded or changed to an unacceptable degree. -Place the new addition on an inconspicuous side or rear elevation so that the new work does not result in a radical change fo the form and character. of the historic building. Consider setting an infill addition or connector back from the. historic building's wall-plane so that the form of the historic ::: '': ,` building-or buildings-can be distinguished from the new-work. Set an additional story well back from the roof edge to ensure:' that the historic building's proportions and profile are not radically~changed.:' Protect the Historical Significance-Make a Visual -Distinction Between Old and New Plan the new `addition in a manner that provides some differentiation in material, color,-and detailing so that the newt "work does not appear to be part of the historic building. The character of the historic resource should be identifiable after th addition is constructed. ,_ - • • ~:~ "~'~ . fi' t •~ t # ~ } i~ ~~ f l~~ i . Denouation or Demolition: Teamwork INaNes the Difference Craig Hoernschemeyer In the fall of 1986, a new symbol of small-town pride and cooper- ation was brought to life. After ~~~.~~ t`~ j Main Street News years of disuse and neglect, the Michigan Central Railroad de- pot in Albion, Mich., is a func- tioningmodel of what can be ac- complished through an effective public-private partnership. The modest red brick depot was built in 1882 in south cen- tral Michigan, 98 miles west of Detroit and 189 miles east of Chicago. For years it served to link Albion with the rest of the ,.-~- " ~_ c. world, the passenger trains transporting relatives on family visits, carrying men off to war and bringing students to Albion College. Then in 1971 the station was closed due to declining rail pas- senger travel. The 2,200 square- foot station remained vacant ex- cept for a single office used by railroad personnel. The building was run-down and those passen- National Trust for Historic Preservation Numger 23 Aprii 1937 The htiend8 01 the Depot helped clean debris from the building before renovation. They also painted sashes and panes on boarded-up windows to give me depot an inviting appearance urnil renovation worN began. The gentlemen's waiting room was in disrepair when the depot project began. Today it houses Nbi~ Cards Gallery. gers using Amtrak services were forced to wait outside. Like it or not, the depot came to sym- bolize the harsh economic diffi- culties that Albion cvas to face during recession years. arly Planning Stages By 1983, two years before Albion's sesquicenten- nial, the manufacturing community of 11,000 res- idents was just beginning to re- coverfrom significant industrial and retail losses. That year sev- eral residents formed a group to explore an idea forwarded by the Albion Civic Foundation to ar- rest decay of the depot. Led by Mary Cram, the group requested permission from the National Railroad Passenger Corporation jAmtrak) to make exterior im- provements. Perhaps, the group felt, if the appearance of the property were improved, it would become more attractive to an entrepreneur. To answer Amtrak's questions about the scope of the project, Cram listed specifications, sought bids, took photographs and spent hours on the tele- phone. Finally, after a year and a half, Amtrak said no. Just then, the entrepreneur the foundation had hoped to at- tract appeared in the form of City Planning Director John Mausert-Mooney. He had dis- covered that funds for building improvements were available through the Michigan Depart- ment of Transportation jMDOTj, but only if the depot could be developed into an inter- modal transportation center. The depot group developed a proposal to reuse the building as a transportation and visitor cen- ter, thereby stabilizing intercity transportation service to Albion and linking the"depot to the area's tourism efforts. Accord- ing to the proposal, the city would lease the building from Amtrak and sublease it to the Greater Albion Chamber of Commerce. The chamber would then negotiate with Greyhound to help setup the transportation and tourist center and become its agent. Mausert-Mooney co- ordinated negotiations between the various parties. The new proposal was sent to Amtrak for consideration. Coincidentally, Amtrak's pol- icies concerning its real estate were being revised. A report by Tony DeAngelo of Amtrak's Real Estate Department cited these new objectives: ^ to improve passenger service and operating efficiency ^ to generate new incremental recurring revenue ^ to reduce capital requirements and operating expenses ^ to reduce direct liability, man- agement and maintenance re- sponsibility ^ to improve community rela- tions Amtrak's "no" began to sound more like "yes." Eventually, the proposal was approved. The need for design and fund- raising assistance prompted Cram's group to expand into the Friends of the Depot-15 people representing the Civic Founda- tion, college, city, chamber of commerce and Albion Down- town, Inc., jADI~. ADI had just been admitted to the Michigan Main Stre"et Pro=' gram, a partner of the National Main Street Center, and was de- veloping astrategy to revitalize. the central business district. The depot is located at a major entrance to downtown, just one block from Albion's main street, so, to ADI this project provided a wonderful opportunity to pre- serve local history, become a model for revitalization and serve as a~ symbol of the hopes for downtown. roject Planning According to a 1919 floor plan, the depot was divided into four areas. A ticket-dispatch office bisected the building, with gen- tlemen's and ladies' waiting rooms on either side. A separate baggage room occupied the east end. Under the new plan the chamber would operate the ter- minal and occupy the ticket of- fice and the former ladies' room, and the baggage room would be- come the new train and bus pas- senger terminal.:The plan also designated the gents' room for. retail space, with Albion Cards, a local art and card shop, as a prospective tenant. Architect and Albion College alumnus, Dick Mitchell, do- nated the preliminary design. The college donated the volun- teer architectural and engineer- ing services of its physical plant staff. Ken Kolmodin, Albion College's physical plant direc- tor, and Bill Rieske, associate city planner, coordinated con- struction and financing activi- ties. As ADI's Main Street proj- ectmanager and a Friends mem- ber, Icoordinated the design decisions. Inherent in the design vas compromise, balancing the his- toric preservation objective with cost control and the need for modern necessities such as barrier-free design. The Friends of the Depot decided to restore the exterior and, to the degree possible, limit compromises to • the interior. Specifications were developed and refined and the project went out to bid. National Main Strict Ccntcr, National Trust fur Historic Prescn~ation ~- untli~g A public-private partner- ship was instrumental in funding the project. Amtrak agreed to lease the station and accompanying parkway to the city for one dol- lareach year on a renewable ten- year contract. Under the con- tract, Amtrak assumes no liabil- ity, requires the city to maintain the building and grounds and al- lows subletting of the facility subject to their express consent. While the city planning de- partment worked with MDOT, local funds were being raised by the Friends through events that included an ice-cream social, sales of greeting cards and sou- venir bricks, a raffle for bus and train trips and ajail-a-thou, in which prominent citizens vol- untarily spent time behind bars at the rate of one dollar per min- ute. Open houses were held be- fore, during and after construc- tion toinform the public, garner support and raise funds. The Civic Foundation awarded a grant to the city and ~nated the proceeds from its al ball for the depot restora- tion. Citizens, service clubs, church groups and school- children all made contributions of cash or volunteer services and labor. "There have been few projects that have had the appeal of this one," says Mary Cram. The depot project "crossed all the social and economic levels of our diverse city because it was both economically viable and had the romance of nostalgic ap- peal." More than $33,000 was raised locally. MDOT agreed to provide $130,000 in grant funds for the project. This grant contract re- quires that the facility serve as a passenger depot for as long as the city leases the property from Amtrak. It also requires that parking, maintenance and other details be provided by the city. Itey to MDOT's commitment was the presence of the chamber to manage the intermodal fa~ ty and promote area tour- onstruction Stage When renovation final- ly began, the exterior work caused a lot of ex- citement. Several layers of red paint were chemically stripped from the brick, reveal- ing two parallel bands of deco- rative brick encircling the struc- ture. Everyone was surprised by this detailing and delighted in watching it slowly uncovered. When the new roof was put in place, the chimneys were rebuilt according to prints from a 1919 inventory of railroad property. These were loaned by a collector of Michigan railroad documents who had heard about the project. The original windows were re- placed with new sashes of the same proportions that were glazed with insulating glass to provide maximum efficiency. Doors were repaired and the ex- terior trim was scraped and painted. Meanwhile, the interior was undergoing significant changes. Interior surfaces of the brick walls were rough, plain and hardly energy efficient. The walls were framed-out, fitted with electrical wiring, insulated and drywalled. The ceilings were dropped from 17 to 13 feet, which reduced the interior space to be heated. The new tongue- and-groove ceilings closely re- sembled the originals and were still high enough to preserve the open, spacious atmosphere. This tactic also provided over- head space for heating, ventila- tion and air conditioning equip- ment and freed additional floor space. In the later stages of renova- tion, the city supplemented the local funding match by making related capital improvements a year ahead of schedule. The street adjacent to the depot was reconstructed and expanded to include a bus lane, parking, storm sewer and sidewalk. Old lamp posts in city storage were cleaned, painted and installed along the new drive. Landscap- ingplans were developed and the first group of trees and shrubs donated. "The amount of services and materials donated to the project is almost double the amount collected through fund raising," said Mausert-Mooney. The gen- eral contractor, Gordon Martin Builders, made significant in- kind contributions beyond their contract agreement. Albion Col- lege purchased hardware, fix- turesand carpeting at a bulk rate and passed the savings on to the city. Paint, insulation, a drink- ing fountain, storage trailer and legal services were all contrib- uted by local businesses. opened for business. While it is now occupied and serving its various functions well, some items still await completion. Signs identifying the facility and its tenants are being constructed for the east and west ends of the parkway. Redbud trees will be planted this spring to replace the original plantings. Cast-iron cresting along the roof ridge will be replaced when funds are raised to cover the cost of mate- rials and labor. Funds are also being pursued to complete the tuck-pointing on exterior walls and repair the brick sidewalks. Monies collected from tenant rents are used by the city to pay for outdoor lighting, water, snow removal, grounds maintenance, general repairs and property-and liability insurance. Rental rates were determined by estimating the annual operating costs, adding an allowance for unfore- The newly renmrated depot was improved 6y reconstructing and eglandjng the adjacent street. Parking spaces, a bU8 lane, 8t111'lll servers and Sidew~ks were added. p and Running . In September 1986, the depot was dedicated during Albion's heritage festival and officially seen capital replacements and translating the total into a square footage rate. Tenants are charged this rate according to the space they occupy. The depot rents are quite low when com- pared toequivalent spaces in Al- bion. Without public sector op- eration and funding, the debt service would probably have made the project unfeasible. During the year and a half that renovations were transforming the old station, downtown busi- ness and property owners began taking a more active role in downtown revitalization. Im- plementing the Albion Main Street Program has certainly stimulated some of this activity. ADI has documented more than $700,000 of private investments in the central business district during the same year and one- half period. There are new busi- nesses, new building owners, improved facades and more con- fident attitudes about the fu- ture. The depot has contributed greatly to this spirit of opti- mism. The Albion transporta- tion center will be a great loca- tion for the chamber's tourism promotion since it is easily ac- cessible from both exits of Inter- state 94. As an entrance to downtown, it will create a new impression of the city as visitors arrive by train, bus or auto. And as train travelers pass by, east or west, they will see the Victorian lights glowing in the resurrected station. The transportation center now stands as a monument to civic spirit and community teamwork. In the year between the city and state sesquicenten- nials, the Albion-Michigan part- nership created a new opportu- nity for economic development. The eyesore so close to "Main Street" has become a source of pride. Something good is hap- pening in Albion and partner- ship is the vehicle. Craig Hoernschemeyer is the Main Street project manager and a member of the Friends of the Depot in Albion, R•Iich. Today the building architecWral details, including lwo bmtd8 a1 ornamental brick, are clearly evidem. Md Yctorian lights glow through the windows of me chamber conference room, once me ticket and ~spatch office. MarNe~ Analysis= .~ for Maen Street Todd Brian • In order to develop, market and sell a new product effectively, a business person must learn as much as possible about its po- tential consumers. As downtown development professionals, we often leap into the development, marketing and selling of downtown proj- ects without obtaining a clear picture of our proposed consum- ers. Our reluctance to conduct market analyses is due partly to the fact that there are profes- sionals who earn a substantial living analyzing markets and consumers. Should we dare "try this at home," our programs and careers could end up in traction. This article is not meant to lessen the need for, or deny the advantages of, an in-depth pro- fessional market analysis. In- stead, its goal is to show ways that local programs can gain a better sense of their downtown markets and thus make more in- formed decisions about down. town development. An understanding of the mar- ket will help a downtown pro- gram allocate scarce resources more productively. Promotions, . for example, can be designed to attract new market segments downtown or to reward long- time shoppers for their consis- tent patronage. Downtown de- velopment organizations can use this information to deter- mine who should be involved in their programs; merchants can make more informed decisions about store image, product lines and expansions; and business re- cruitment teams can identify potential new businesses more easily. The list could go on and on. The more we know about the consumer, the more we can help downtown businesses meet changing needs. nuentory What There The first step is to look at successful businesses in • your downtown. They can offer many clues to the market. What segments of the market do they serve? What is National ?~1ain Street Ccn[cr, National Trust for Historic Preservation their emphasis? Service? Price? Quality? Are there special eco- nomic or geographic circum- stances that should be taken into consideration? Informal conversations with successful business owners and some of their customers can provide an- swers to these questions. The next step is to do a com- plete inventory and assessment of businesses in the downtown. ds and services should also inventoried. This informa- tionwill be invaluable when re- cruiting new businesses or ex- panding and retaining existing businesses. The best way to complete the inventory is by surveying merchants and busi- nessowners individually. Prefer- ably, aMain Street project man- ager or other downtown staff person should conduct the in- ventory to ensure that it is car- ried out thoroughly. Surveying downtown businesses also gives the project manager the oppor- tunity to meet and get to know business owners. Areas of information that should be covered include: type of business, location, ownership of building, previous history of the business, customer profile, advertising budget or plan and attitude about the downtown. The survey could also include questions about current down- town issues. If a building and ~e inventory has not already done, the merchant survey could also be used to gather spe- cific information about down- town buildings. uruey Consumers Shopper surveys can take the form of down- town intercept polls or telephone interviews. In a random sample survey, at least 400 people must be interviewed to achieve an acceptable level of statistical accuracy. Survey days and times should be staggered to get a good market mix. In a downtown intercept sur- vey, the interviewer stops people on the street and asks them to answer a prepared set of ques- tions. Survey questions should cover the following subjects: reasons for being downtown; how often downtown is used; types of downtown businesses regularly patronized; attitudes about downtown; where inter- viewee lives; newspapers read and/or TV stations watched; and confidential household data such as income, number of in- comesand number of household members. Telephone surveys should in- clude the same types of ques- tions. Arandom selection of phone numbers will reach peo- plewho don't shop downtown as well as those who do, thereby giving a better cross section of the market than the intercept survey. By blending the findings of the intercept and phone sur- veys, you can discover potential downtown customers as well as current shoppers. Conducting a consumer sur- vey is also an excellent way to involve volunteers in the mar- ket analysis process. Volunteers can be found through retired cit- izens organizations, civic clubs or the business departments of nearby colleges and universities. ook at Secondary Sources After firsthand market data has been gathered, it is beneficial to look at some secondary sources, including data gathered by other groups or agencies. It is impor- tant to remember that second- ary data may have been col- lected for other purposes and thus may not fit neatly into your proposed trade area boundaries. Keeping this in mind, you may find that many secondary sources offer valuable informa- tion that would, in most cases, be too time-consuming to gath- er. Previous market studies. In conducting a market analysis, much time can be saved by gleaning data. from previous market studies. Information taken from these studies, how- ever, should be carefully se- lected. Take a good look at the reasons for the study, when it was conducted, by whom and for whom. These factors will deter- mine the type of data collected and the conclusions reached. Good sources for past market studies include local developers, franchises, city planning depart- ments and local financial in- stitutions. By comparing several studies, you should be able to Main Street wlunteers conduct a random s~nple COtlSnmeP telephone survey in Keokuk, lo-va. (MeokuN Main Street, Inc.) Min 8>reet project manager Jim Engle Itltel'YIeWS shoppers in Oskaloosa, Iowa. Prelimi~y Endings indicate that 42 percent of dovmtown'a customers IiYe outside the toady. (Oskaloosa Main Sheet Program) A merchant survey conducted by the Main Street project manager in Fort Madison, Iowa, is being used to determine how well downtown business owners know their customers and their markets. (Main Street Fort Madison) pull out consistent data and con- clusions. Census data. The census in- formation gathered for commu- nities is already divided into useful categories. For example, average household income and the number oftwo-income fami- lies can indicate the potential for retail sales and the hours that stores should be open. Travel-to- work time can help define the market area and also give a loose indication of how far an average worker must travel toward home before shopping is avail- able. Age categories suggest po- tential markets based on life- styles of major segments of the community. When using census data, compare the boundaries of the census with that of the trade area. An important source for this data is the Census of Retail Trade, published every five years by the U.S. Bureau of the Cen- sus. The next edition will be published in 1988. Contained in the report is data on number of establishments, payroll and re- tail sales for standard metropolis tan statistical areas (SMSAs~, counties, cities and large retail centers within cities jmore than 100 establishments. Other sources. There are many other sources of consumer data. Municipal governments often collect voter registration statistics ji.e., population dis- tribution within the city) and sales tax figures. State depart- ments of transportation have traffic counts for major streets and intersections. Local media sell advertising on the basis of their market areas and generally compile detailed descriptions of their consumers. ompile the Data The final product of the surveys and informa- tion gathering does not need to be a profession- ally printed document. It is more important that the infor- mation be kept in one place and ,~ .. organized for easy reference. For instance, the data might be transferred to index cards that can be kept in a simple filing system. In this format, it is easy to pull out areas of information that can help downtown organi- zations, businesses and commit- tees make informed decisions. Although the system is simple, it is effective and, for many com- munities, it represents the first time that a market data base has been put together in an orga- nizedand easily accessible form. nterpret the Data When interpreting market data, remember that it may not be totally comprehen- sive. As situations arise, you will need to collect further data on specific subjects. The National \1:un Stn•rt Crntcr, National Trust fur Fli~nuic I'rrsrnation goal in interpreting thiS~iriital,- data is to develop a strong mar- ket opinion in at least three areas. Trade area boundaries. Defin-• ing the boundaries of your downtown's trade area will set up the parameters for many of the program's goals and objec- tives. By realistically determin- ing where potential consumers are, you can count them and analyze their shopping habits. The best place to start is with the customer profiles gathered during the survey of downtown businesses. This information can be used to update trade area decisions that were based on previous market studies. The markets of local media can also be used as a starting point. The major influence on a com- munity's trade area is the number and location of compet- ing retail destinations within the region. The size and strength of these competitors will deter- mine their drawing power and directly influence the geograph- ic shape of your community's trade area boundaries. Consumer profiles. Within. the trade area, there are many types of consumers. It is impor- tant to establish which groups are or could be important to the downtown. Census information divides consumers into age and income categories. The larger consumer groups in each catego- ry should normally be the target for most of the downtown's en- ergies and resources. Add to this data the consumer surveys and profiles gathered during the business interviews, and the major consumer groups should come into focus. After you have identified the major groups, begin defining their attitudes, concerns and hopes for the downtown. As downtown programs progress, a wide base of community sup- port is essential. Understanding positive and negative percep- tions about the downtown should help you decide how to implement and promote changes. Retail mix. A comprehensive • understanding of the current downtown retail mix is essen- tial to expanding or changing it. Using the goods and services in- vencory and the Census o/Retail grade; yr~u can develop a profile of goods and services offered and how they are being received. ext, compare downtown's cur- t offerings with consumers' erceptions as noted on their surveys. This comparison may offer some immediate opportu- nities for promotion. Once a strong market data base has been collected and in- terpreted, you can begin work in specific areas, such as recruiting businesses or improving the pro- MainStreet Main Street News is published by the National Main Strect Net- work, a memhership program of the National Main Street Center, National Trust fur Historic Pres- ervation, 17K~ Massachusetts Av- enue, N.W., Washington, D.C. ?0036 (20?~ 673-4219. J. Jackson Walter, President, Na- * mzl Trust for Historic Preser- ~on ally Oldham, Vice President of Programs and Services Scott Gerloff, Director, National Main Street Center Linda Glisson, Editor Suzanne Dane, Associate Editor Laurel Radow, Information Spe- cialist The National Trust is the onl}' national, private nonprofit orga- nization chartered by Congress to encourage public participa- tion in the preservation of sites, buildings and objects significant in American history and culture. Support for the Nation- al Trust is provided by member- ship dues, endowment funds, contributions and matching grants from federal agencies, in- cluding the U.S. Department of the Interior, National Park Ser- vice, under provisions of the Na- tional Historic Preservation Act of 1966. The opinions expressed in this publication do not neces- ly reflect the views or poli- of the Interior Department. motional calendar. Incremental by nature, successful downtown revitalization programs require that tough decisions be made at each step. Having a strong mar- ket data base will not ensure a perfect track record of decision making, but it will definitely in- crease the odds. Todd Krian is the state a-ordi- nator for the Iowa ~~1ain Strect Program. Previously, he served as the ~ti1ain Strect project man- ager in Three Rivers, Mich. Malning Iowa Markets In the fall of 1985, Iowa joined """with the- National Main Street Center ~NMSC) to es- tablish a state Main Street program. By April, the first five towns-Burlington, Fort Madison, Grinnell, Keokuk and Oskaloosa-had been se- lected. One of the first issues discussed was the need for a market analysis in each tom-. munity. The NMSC staff person as- signed to Iowa developed a strategy to walk the project managers through the mar- ket analysis process as a group. Work schedules were set up and reinforced by peri- odic workshops. The first- market analysis workshop was held in Octo- ber 1986. It was designed as an introduction and overview of the process. Managers ,- chose specific issues and con- " terns they deemed important for their communities. The second workshop, held in December, concentrated on merchant and consumer surveys. The consultant from the October workshop re- tumed and spent a full day showing the managers how to interpret and apply survey data. By this time, the commu- nities had already started the survey process, which has continued at different speeds and with different priorities in each town. Early findings were reported at project man- ~' .l~'IAINSTREET ;:>.` ager meetings in February and March. Although the sur- veys are still in progress, ear- ly findings and procedures merit interest. In Burlington, consumer intercept surveys were con- ducted Monday through Sat- urday at .seven locations. Most shoppers were willing to take 15 minutes to com- plete the survey, especially when they were invited to do so inside the nearest warm store! In Fort Madison and Keo- kuk located 30 miles apart), volunteers conducted tele- phone surveys. Frequent name recognition of the Main Street programs gave these volunteers. a positive experi- ence and boosted confidence in their projects. Oskaloosa's merchant sur - vey was given to business owners around the down-,- - town square as well as those in the Penn Central Mall, lo- cated a block from the square. The data collected will be used to help these groups find new ways to coor- dinate-their efforts. The con-_ Sumer survey, for example; revealed that 46 percent more.- men shop in the downtown square than at the Penn Cen- tral Mall and that 42 percent of the people who shop at both the square and the mall live outside of the county.. .Grinnell College provided some of the work force neces- sary to conduct surveys in downtown Grinnell. An in- tern is now compiling the data as a special project. -'" The final results of the market analysis project will be available at the project manager and board of direc- tors training this spring, which will mark the first an- niversary of the Iowa Main Street Program. At this time, the data collected from sur- veys, the census and other in- formation sources will be processed and interpreted. Although time-consuming, the process of working to- gether to develop and con- duct market surveys has proven productive and suc- cessful for all of Iowa's Main Street towns. NEA Grants for Design of Cities The Design Arts Program of the National Endowment for the Arts has announced its national theme for 1988 grants-"Design of Cities." An expansion of last year's theme, "Design of Cities" is dis- cussed in detail in the 1988 De- sign Arts Program Guidelines, which provides information about individual grant catego- ries and qualifications for fund- ing. This year's guidelines con- tinue the new comprehensive funding category, Design Ad- vancement, introduced last year. Through this program, ap- proximately 4 million dollars in grants will be available to eligi- ble nonprofit organizations, in- cluding local and state govern- ments, community and neigh- borhood organizations, colleges, universities and independent nonprofit groups and institu- tions. Grants range from $5,000 to $40,000 for Design Advance- ment projects. Matching grants of up to $100,000 are also avail- able for design competitions of national significance under the new category. In addition, the program provides individual fel- lowships of $20,000 to distin- guished designers; grants rang- ing from $15,000 to $50,000 to organizations that award design fellowships; and grants ranging from $5,000 to $15,000 to state and regional arts agencies for the initiation and expansion of de- sign arts programs. Deadlines for grant applications are April 10 and October 1, 1987. Copies of the 1988 Design Arts Program Guidelines are available from: The Design Arts Program National Endowment for the Arts 1100 Pennsylvania Avenue, N.W. Washington, D.C. 20506 NMSC Conference Calendar Planning your conference calen- dar? Keep the following dates in mind. From April 28=30, the NMSC will be holding its new econom- ic development conference, Re- vitalizing Downtown: Creating Economic Opportunity on Main Street, in Indianapolis. The reg- istrationfee is $200 for Network members ($270 for nonmem- bers. ~ If you are interested in im- proving your promotion skills, plan to attend Promoting Down- town: New Opportunities on Main Street. The NMSC is offer- ing this three-day training pro- gramtwice this year: May 27-29 in Baltimore, Md:, and July 7-9 in Portland, Ore. Registration fee is $185 for Network mem- bers ($245 for nonmembers. And, coming this fall, the NMSC will host its second Na- tional Town Meeting, October 5-7, in Washington, Dk . ~1,let- tergiving you all the details will be mailed this spring, followed later by a brochure. • ~ ~ ~ ® ~ AMain Street News index (April 1985-March 1987) is now avail- able. To receive a copy, write: Main Street News Index National Main Street Center National Trust for Historic Pres- ervation 1785 Massachusetts Avenue, N.W. Washington, D.C. 20036 Please include your Network~~._.._. membership number. Copies of all back issues of Main Street News are available at the following bulk rates: 1-10 $2.50 each 11-25 $2.00 each 26 + $1.50 each A reminder to Network me bers ...The Main Street Ne~ work HOTLINE number has been changed, effective April 10, 1987. A notice giving you the new number has been mailed. New rolodex cards will follow this spring. The National Main ` Street Center's general number -~202~ 673-4219-remains the same. National Main Street Center National Trust for Historic Preservation 1785 Massachusetts Avenue, N.W. Washington, D.C. 20036 - i td .~ ~ r = _ _ ----- -- - - - - ~. ,th Gr 9. ~,, -~~_ _~- _._ _-__. S Z -J ~w~l ~~ .~ ~'u JIli iJi ix ar~~i4'a~ '= % rt .mac +~.~_:-^'L• ~ ' D C- ., ,a 71253934 5 ."r`~ SA Rh TD GA HERITAGE PRESERVATION COM~± IS SI ON __ ~ ~~ 1~3~7 i 13777 FUITVALE AVENUc CITY OF SARATOGA ~-,~, 3, ~~~ SA RA TO GA CA 95070 ~~L_t-i,~:f'`;;ka ~~-: . t •- z ~~ U rITY OF SARATOGA HERITAGE PRESERURTION COMMISSION AGENDA DRTE- Uednesday, April 15, 1987 - 3.00 p.ro. PLACE. Saratoga Cornrounity Library Meeting Room 13560 Saratoga Avenue, Saratoga TYPE- Regular Meeting ---------------------------------------------------------------- I. ROU R. 8. C. D. II. OLD • A B_ C. D. E. F. TINE ORGANIZATION Roll Call Approval of Minutes of 4!1!87 Pasting of Agenda Oral and Uritten Cororounications BUSINESS Eagle Scout project suggestions ,,~~``'' Response to letters frori Setty Rowe (/~N7'~' Z'b ~ National Historic Preservation Ueek /` TZ~JC.-- ~Y`l ~3~ , Acknowledgment of heritage resource designations Heritage Resource Inventory Bed 0 Breakfast Ordinance III. NEU BUSINESS IU. ITEMS INITIATED BY THE COMMISSION U. RDJOURNMENT ~~`~)~~ ~~,~ • n • CTl"Y OF SARATOVA HEFT TAGS. f•-'1=2ESEF'J'A7' I OIV COh1h9I SS I Ohd t i T hl~ fTES DAl"E e Wed; ~esdC~y y April 1 9 1 ~'J I - ;~ ; i;c_; p . rn . ~- F'LACE; Saratoga Comrnt_triity Libr"ar~,+ Meetinc~ E;c~arn ].~~ ~f? Sar~tc+g~ Avertcteg S~,ratc~r~~-~ TYF'Ee F{egt_tlai- Met-~tit-ig . [-~Ol1T T hdE_OF~GAhJ I ~AT.T OhJ A. l--ta 1 1 Ca 1 1 Present : F~~:oeperni ~.. Carne;-Gt i ~ Ansnes, Voe_•.ter , Heid o Late: Tyrr"el 1 q Landsness Staff: Hsia, Yot_tng I"-'ublics A. ~'it~sirnmr.~i~s • Er. Approval c,y~ Mii~t_ttes of :1-18_°E~7 M;S F~i~snes/k~:oeperni.~c. E='<<ssed ui~at~i.mc,us3.y 4vith spelli.rig correctioris noted by staff. G. Posting of Agenda Staff noted that the- ager-rda was pasted iii Cc•±_tncil Charr,bers Friday, 1'1arch S'?9 1~3`c3, . D. Oral and Written Camrnunicatioi--s. B. Voester informed the Commission that; the Eagle Scoatts are looL::ir,g for projects. W. Heid asl::ed that this sub ject be agendi~ed for tl~ie ner.t meeting. W. Heid repot-ted on ~i.s rneetir;g tp~ith the M~:tyur", Cit',~ Manager and Chair of the Plannir~g Cc:~mmissior~i. He naked ' that the Heritage Cc~rr,rnissic+n serves as a support to City Ct} It l"1 C 1 1 . • "rhe Cc~mmissian discussed letters received by W. Heid, ~., 'Voester and D. Tyrrell from Dett.y f~:owe. ThE= Cornmissi.on decided to put the response to her letters on the r;e;;t agenda. • II. Old tsusine=_.s ~~. Commission f'r-ocedures W. Heid i-epar~ted ai-i ~, di_~cusc>ic~n asith FlC-ti~i~ii-rg Directc~i- rc.garding Corr,missiai~ procedures. Head i-sad sections _ frc~cn the ardii-iar,ce desci-abing t-lerit~ge Cc~mmissiayE Duties. B. Eied and Es•r-eak:fast Ordinance tel. h~eid distributed information o--r farmer Ii-ti-rs,'Lc<dgii-ig Hawses requested try the City Council fc~r- ttie public hearing oi~ April f~9 i.FC?. ~t:a~ff~ rioted that tl~e infarriiatian will be part of the stc-iff report fc.~r ~hhe Caunc i I pt~c=t;et . List was provided by Saratoga Historical Foundation. C. F:esour-ce Ii-,veittar'S/ Copies r_~f co,T,pleted inventories cysts distributed to Commissiai-t members. General disc~.~~~sioi-i an prc~gr-ess of iiivei~tory grid haw to complete the "historical . impartai-~ce" section. There was also dzsce.lss2af! iii ho~•a c:ampr-eheitsive the s~.irvey should be i .e. g whether- ar nf.}'~: to si.-trsriit the 3. i.st c,f 8i_r 'L-c• the C c~unc i 1 as i t i s q and the format a r, wh a ch the survey sl-ictuld tae. III. t~lE4~ E'•U~~II'•IESC A. Fees for fifer i tags F".esaurce Fermi is Planning Director Hsia stated that it is city paiicy that any applacatian fee be sucti that the city recoup ttie cost for processing the a!•aplicatian ~-~nd that it no•~. e::r_eed tt~iase casts. Mr. Hsia suggested the Commission approach the Council or City Manager- ii-i the farm of a letter stating avhy the fees for Her- i tags Fr-eservat a on be w~=, aved . f•ie Further suggested that if' t1-ie Council tui-nc7 do+4vn ttie proposal o 'the Carr,massiai-i may be able to include this ar, • their budget ar usca the special heritage fui-id~s created by money received Pram the house taut. • I V . I l•-Efvl~ I CJ I l" I ATfwl) ~L' TL'f C:UMI`1 I SS I Can! ~. ~'c~ester a~L::ed tc~ ii•acl~.~de a7~ the i-~c,ct c-~ge~~da: f~er..c~g~-•titic+7~ •far desigri.~tic~ri a-F f=ir"e Ezell a~•arJ P'fiesiora~:i~~-y. ae'f:tletneii'~ House. V . AI?JCUf;I'.lME h.IT The n•~eetiy-~g ~~a~ ~d jaur-iied ~t :~e 1~ p.ni. The ne.:•l. rneetii-~g t~i1l Lae held G-Jedi•~e=_rd~:~y, April 1~, at 3~f~~i p.n-~. F.espect"Fully ::sul-~mi.tted. Hec"tt1'iCi- ~. L~11SC~17 Eiecardir3q ~;ecretary Reviewed and approved by V. Young, Secretary to the Commission • Oo~D o ~~~~Q~~ S'~m~ ~ ~~ /lam ~%G~° t~~ ~~ ~ ~~ ~~ - - `~~•~rKGo V _~/-- ~~ ~~ v ~c ~ `! • , 0.9 l~w~~ ~ r w .~ ~ L ~ctc,~, ~ ~ ~-k- t~~~~,ce., rcco~ /aMh ~ s-- • ~ ~~ acv6o S'~~oga ~°, ~° ~, .rf~d • .~~m~., ~ strop aJ pg G~c7 x'120-~ .r-. _~ ~ ~ ~~-~~-c can a~tyC~ ~~ ~.2%L' c~'/ ' / - 6-u~ ~ -~ V ~~~ . iu.,~~ 9/ Cam.-N,,, .~ ~ ~'~" aLw~" • v~-v ~1-~,0 ~ _ `~`> ~o ~ ~~~-C~ ~ iJ ~ ~ ~ L~. ~- ~ ~-~ _- G~ ~ `~ ~ - ~ - d~~ ~ .~ .~ ~~ ~ _ ~'~~ .yn ~~~-~ a•Co o . ~J ~ ~ I ~~`~0 h,:.m . J' N ~ `J .~il~ ~ett~ ~.ou ,~orae `~ ao76o .5~~~~ ~v ~ .mod ~~m~ ~ Xw7o C ~~ a~ ~ _ ~~ Q~ ~ ~ ~m~~ ~ ~ ti~ ~~ ~rn ~. ~~. ~~~ ~--- ~ ~• N c~Cy .~ ~ ~ ~~ ~ ~ ~ ~ {~ u~. tfe~ d recd. s f~ "~ s Communicating YourPreservation Week Programs by Ruth Lyn Thompson • Communica[ingisali[clebirxicnce,ali[- de bit art, a little bit luck anJ a lot of hard work. Here tie some helpful ups ro help you pu[ in[o anion your community[ions program for National Historic Rcscn•ation \\cek 1987. Sprriu! FratareslEditoriu4 • .•\rtides or cditotials in your local nexs- paper or onyour local radio or television sta- tions in support of Prcxn'a[ion \1'eekare among nc~ most,clfecrire cools }•ou can ux ro ge[ a[[cn[ion and support far prexn~a- tion in your community: An cditorial wtit- rcn by a ncwspapcr or brwdas[ by a [elevision or radio station gives preserva- tion an imponantthird-pam~ endorxmenc, proving that people outside the movement understand its s•alue. Timing is especially important. Several weeks before Preservation 11'cck approach your strongest mcdia connrzfirst-a re- porter x'ho hu reliably reported }•our sto- ties in the putand with whom you have established crcdibilin• u a news source. The reporter may cover neighborhoods, ur- ban xRairs, business ar may writs a weekly rnlumn. Once you have demrmined your urong- es[ contact at the ncx•spapcr, [elevision or radio stadon, hate your mcdia reprexnta- tireall ro dixuss a storvangle on prcxna- don. Ux prcxrvarion \1'eek 1987 as the "hook" ro ge[ [he reporter's or producer's inmresc ' Enrnunge people ac[ive in loal prexny- tion efforts to at[end the meeting with }•ou u an indiction of broad support, and br prrparrd. lames and phone numbersof preurvation leaders, the state historic pres- entitionofficer, local gran[ and loan rccip- ienrs; examples ofsuccessful preurvation projects and their impact on [he city or mmmuniry; knawledgc of [hc local ordi- nanccsand Icgislacion on prcxnacion; names and phone numbers of inren•iex• subjects; }•our plans for Reservation Neek; nuncsand addresxs of local historic places-all o(thex should be at }'our fin- gcr[ips. Thoroughly dcxtibe the effcc[historic prcscn•atian is having in your communin: Suggest thuan article, farorc oreditorial (or series of them) run [hc week of \tay 10.16. (The three articles in [his Rexrva- tion 11'eek ki[ were wtirten ro be uxd in yourxries.) Afccr chc mccting, Follow up promp[ly wi[h the reporter or producer with nc~ nec- essary information rofill [hc gaps in the srory: \leet nc~ deadline. Ask Ne rcpormr when chc sorry will appeal Be sure ro thank [he reporter for the mvengc. N'hen the story or edirorial appears, clip it and xnd a rnpy with a note ro your elcctcd officials. If on television or radio, uk fora uansctipc. Or make artangcmenrs ro get a video or audio tape of the xgmcn[. :Vets Rr/easa four news rcleax about local Rcserva_ tion 11cek activities should follow the stan- dard formal. Some tips: • Follow thefortnatofthesamplencx•s rclcue printcd on this pagc. • 1lahesurethenamcofyourorganira- don, the dace, the cdcphone number and the none of [he person [o contact area[ [he [op of [he rclcax. • Make your headline catchy. • \1'ti[e your rclcax likeanewss[on; wi[h [he'1vho, what, whcrc, when, wh}•and how" infortnarion at the begin- ning of chearticle. If chelead does no[ arch the acrcndon of the cdi[or, your rc- leax may well be dtrox•n away. • Make sure your rcleueraches [he tigh[ ediror. 1(you do hoc know x•ho should rcceisc your release, call and ask which ediror or repor[ercovers prcxrvuion is- sues. • News rclcaxs should be typed and dou- blespaced, ncvcrhandwricrcn. Place the word "MORE" a the bo[[om of the first pagc ifyou are providing more [hart one. At the end of your release center "-30-" or ";r N M."Phis Icrs the edi- eorknow [hoc your message is complete. If you an, send a photograph with }•our re- leax. hlos[ nex•spapers prefer B- by 10. inch glossy black and whi[c priors. \1'rirc a shot[ up[ion [ha[ explains end clarifies what is in [hc picmrc. • \\'ti[e captions in [he present [erase. • ldcntifypeople starringa[the left. • Put yourorganiu[ion's name, phone number and contact person on the cap- tion sheet. • Type captionsonwhitepaperandaroch Them with mbberccmcnt ro the back of the photograph. • Dontwtiteonthebacksofphotos,es• pecially with a ball poin[ pen: i[ may damage theimagc. • Includcacrcdir lint for nc~ phocogn- pher. oP-EePir«r The mrtn "opcd" uswlly rcfcrs to [hc pagc opposite [hc cditorial pagc whcrc arti- cles of s}•ndicaeed rnlumnisrsappear. Many newspapers will accept for publication arti- des('gucstopinions) by wrimrs reprexno- ing themselves or organiutions on issues of currcnror furore importance. Use the op- ed piece on "Preserving America i Land- marks of Democracy" contained in this packetonpageL Ordevelopyour~wnof shoo[ 750 xrords. Just be sure ro write clearly and concisely and do }•our home- work about the newspaper x•hercyou wan[ youropinion to be printcd. Then submits single ropy, rypcd and double spaced, to the cditorial page ediror. Some tips on op- cdpieces, should you choox ro write your own: • As[rongleadisesxntial.Stateyour cenual thesis up (rontand expand on i[ N E W S R E L E A S E FOR \SORE INFORVATION CO\- TACT: I<.<or me roersvn son rd<onoo< avn,- For/mnrrd;ate Rr/rase PRESERVATION N'EEk 1987 FOCUSES ON LAIDMARKS OF DE- !\IOCR4CY N'uhingron, D.C., [inxrt date]... 1987 marks a milcsrone in Amctian life, [he 200th annisersary of [he Uni[ed Stales Consti[ucion, and offers a rcmarkablc op- portunity ro celebnceour "Landmarks of Democracy"-the theme for [he lich an- nual National Historic Rcxrvation \\•cek, Aiay10.16,rnsponsoredby lo.n,<or.o"r aro"°I and the \ational Tmu(or Hismric Rescn•a[ion. Mayor will partici- paceintheobxn•anceon Idaml byye~- utibehowl . In a special message from the \I'hire Houx, President Ronald Reagan rnm- mendedthe National Trust (or Historic Rexrvacion "for their mn[inuing efforts to preserve our nation's his[ory,"and urged all Americans "co work to prcxrvc and carry on our heritage during Historic Prexrva- tion Keckand [hroughout the year." Thousands o(preservation groups in neighborhoods across [he Uni[ed Sn[es will join the celebration and pay ttibutc to the enormous conrribu[ion landmarks of democnsv make in shaping our na[ional idenriry: Historic placcso(na[ional, as well u stale and local, significance will forth the backdrop (orcelebnting [he beginnings of our democncie form of gavemmen[. Herein Imm<orsovrcfn~orro.ol ,Preser- vation \\'eek 1987 will be obscrvcd b}•,L lawl evrnu w-irh dues and locanonsl . "\\e wan[ [o make the public aware of chc majormn[ri- burions hisroriclandmarks make co [he cul- nrnl sitaliry of Amercans cities, rowns and ronl areas. This heritage is of the utmost importance ro the culture of our great na- tion,"said Ins <oforc and~R or<n.~ro<rsool~a ~~ox <rsle«dor.~< sm". n,<e The National Trust (or Historic Prcser- vacion, she sponsoroFPrescn•ation \1'eek, is the only ptivatc, nonprofit membership oo- ganiucion char[cred by Congress and dedi- a[ed eo [he prexrva[ion and mn[inued ux of Ametia's architectural, cultural and maritime hctitage. The National Tros[ hu regional offices in Philadelphia, Boston, Charles[on, S.C., Chicago. Dcnserand San Fnncixo, and a field office in Fort North, which provide financial, Icgal, tech- nialadvisory xrvices [o memberorganiu- tions [o carry our programs such u Reservation Neek. P R O C L A M A T I O N N'H E REAS: Two hundred yeah have pasxd since adop- [ion of the United States Canstimcion; H'HERE.•1S: Thcgrcatneu ofAmetica is founded upon appreciation of our heringe and upon knowledge of the his[otic escnu and places tha[ have shaped our na[ional identity; WHEREAS: His[otic landmarks contribute co the eco- nomic, social and cul[unlwell-being of our cities, rownsand runt areas; WHEREAS: National Historic Preservation \Yeck 1987 provides a splendid opportunity for Ameri- arts of all ages to rcflcct on [he rnn[tibu- tions [he past makes m today, and m rake rcnexcd pride in preserving our heritage for(u[urc gencn[ions. 1\'HEREAS: "Landmarks of Democracv" is the theme forPrescrva[ion \\'eek 1987, rnsponsorcd by the Na[ional7ius[ for Historic Rescrva- tionand the loal prcxrvarion and neigh- borhood organiutions in this Isnre, ciryl. Now, therefore, L Iro.<mororm<mmor , orortn«~~ on do hereby proclaim \lay 10-16, 1987, as la- tional His[otic Rexrvacion 1\'eek and all upon the pcoplc of ro recogniu and parcicipa[e in [his specie obxrvance. in the following pangnphs. • Papers will generallyrcllyouiftheywill ucep[ or rejec[ your piece. • Bc sure ro include some biognphiral background on [he wrircr (and [he orga- niurion, if appropriate) so [hc cdiror will have a buffs (or judging the cred- ibility of [hc piece. Television and Radio Radioand rclcvision arc the primary source of news for more than three-quar[ers of the Amerian people. Euh station dc- partment hu mown editorial staff, so if you have news of inrcrest ro more [hart one of them, send each a mpy. Public xrvice announrxmenrs go ro the public xrvitt di- reeroc News stories go ro the usignmenc cdiros Editorial suggestions go ro the edi- rorial director Suggestions for guests on in- rcrviewand talk shows go w euh show's produces Some stations do alendar lis[- ings ofpublic events. Thex arc either han- dled byan cdiror inthe newsroom or by the public xnice dirccroc For radio, ux the 10, 20 or 30 xrnnd xripts supplied on page 6 in [his ki[, or cusromiu them with your groupY name and Rexrva[ion Neek teen[. For rclcsision, order the prcxrvarion 1\'eek ID slide and ux the xtipts wi[h it. Rrblic Snv;a Mnamrtrmena hlos[ respomible radio and television sta- tions provide publicxrvice programming ro nonprofi[ organiutions u a ma[terof community responsibility. Adsana plan- ning, however, and knowing dte needs of your stations arc particularly important. For the xtiprs, you can ux [hox on page 6 of This packet. Also, you can order the Reser- vation \Yeck ID slide (xe order fomt page 6) ro ux u a visual. Some poinrs ro rcmcm- ber. • You mus[havea501(Cx3)nxsta[us from the Inremal Revenue Scrvicc. You may be eked ro provide the sta[ian xi[h your chatitablc solicita[ion number • Contu[[he publicxrvice director earlx Find out who[ Iced times arc rc- quircdand what kinds of materials are most aaeptable. • In thelargcrmarkea,shortersponarc more likely ro gel air time, especially onside the "graveyard" hours between 2 a.m. and 6 a.m, • PSAs must not make politial an- nounecmenrs,and rhty should hoc pre- xntopinions on conwversial iuues of public importance. • PSAs muu connin the name of the sponsoring organiution. • Ux Ne Prcxrvacion N'cek lD slideu the buffs for your spot RadioPSAr • Find ou[xhar format the station pre- fers. Do thrywantlisecopyofprc- rccordcdmessages? Nill a rcprcxntative from yourorganiution do the spots, orwill the station assign an announcer? • Find out if the station will provide any production xrvices such u adding sound effccrs or music to your spurs. If i[ will, should you provide Thex c(kcrs or will it helpyou sdeccmarctial it already - hu? • IFyou arc going ro record We PSA your- ulf (or appar on a radio talk show), re- member m bcnatural. Your genuine enthusiasm and warmth will makeup forany lack ofprofessional sound qual- - iry. • Pncticeyourmpysoyouwon'[smmble over it. Cunl;nurdun pogr 6 tar rv-ro, rust !'RIiSLiRI•:I%'!0.\' ll'F.F.A ~- _ , _~ ~, More Tips on Communicating YourPrograms fonrinsrJfrum pair 5 • Sit whcrc the tcchniciem [cll you, and [hcn (orgct about the microphone. • Rcmoveallpapcrclipsfromyuurcopy in ads ancc. Lay them ou[ sa coo won't nccd co shu(Hc [hcm. • Spcak normalh~ and Ict [hc technicians worry about everything dss. • Ask the sntion to play back the spot once you've finishcd. Usually i[ x•111. Srripa In wri[ing for broadcas[ remember the pointers mcncioned earlier. Simplicity, in- formality; directncssand accencion gnb- bingarc cri[iral. Remember active and prescn[ ccrb [cost, and remember [o local- ize. • If you are prepuingascript fora swcion pcrsonalirv to read, makc surc to in- dudcthe phoneticspellingofanywords with which that person might not be fa- miliar. • Spell [hings ou[: use "Strce[,"not "St.'; use "pcrccn[," not "9c.' • Rcadyourcopyaloudafex•timestobe sure you have not indudcd any awk- ward phrases. • 1'ourscrip[should be typed beginning about one-third down the page. • L'sclargcmargins,doubleorviplc space. • \lakesurcyourarganirationiname, the contact person and phone number arc at the top of chc page. • (ncludcthestartandscopdates. • Proofread carc(ully [o avoid typos. \bu don't rant anyone [o poke fun at who[ you consider a serious subjec[. • Ifyou x-an[yourmuerials back, makc sure ro say so. • Ifonc ndioor rclevision station pro- elutes spore for you, find out if they will make duplicates forotherstacions. Per- haps nc~y will distribute [hcm for you. • Rcmcmbcr that placement o(PSAsisa[ the discretion of the sntion. tour good personal relations xith the public scr- vicc direccor, muplcd with the very- best spot you can produce, better your chances (orenough air time co make a difference. PublicAjfairs Programmfag Radio and television public affairs pro- gums present a combines[ion of news and public sen•ice. Unlike PSAs, they-can pre- sent conttoversyand opinion. And they tie not limited co participation by nonprofit groups. Public affairs shows of[cn rake the (ono oftalk or intcn•icw shows ofone-half roone hour's Icngth. Before approaching the producerof one of [hcsc shows, cry to wa[ch or listen to i[ a few times. Find out what kinds of subjects dle show takes up, and analyze the treatment of thcsc subjccta so you can present yourcase in the coos[ persuasive manner Somc poinccrs: • Allow for plenty of lead [ime andusc your bcsc selling skills. • Find ou[whac time o(dav is bcs[[o mn- tact the producec Fcw will welcome calls during nc~ lu[ hours before air time. • Oncc you've been booked on a given show, find our how long you will be on the air. • 9lakesureNcin[erviexerhuwhaccvxr information he or she needs, such as fact sheers on yourorganiza[ion, Preserva- tion 1\'eek, etc. lbw might even pose a (cw sample qucsrions. • Ask them if they want visual props. Pro- videthem anyway, including the Preser- vation \\'ttk pos[cr PSA ID slide. An order form is on page 8 of this ki[. • Onthc nit rcmembcr co look at [hc per- son x•ho's talking to you. • An[icipa[e [he important questions, but don't give rchearscd answers; it's best co sound na[unl. • Try co rephrase combative questions to dcfusc [hcm. • Never get angry. • "Irynot to answcrqucstions wi[haycs or no. Follow up.lfyoucan'tanswera qucs[ion, say so. Honesty is always be[- [erthan making somcthing up. • "1'rynottobeinrimidarcdby[heequip- men[.1[ is [here ro makc you look and sound good, and it is someone clsc's problem. • Find our how you x•111 be addressed (firs[ nxmc? last name~)and (ollox• suit x•i[h the in[erviewer. .9 Promotional Tip One of the bcst ways to ensure the success of your Prcscrvation N'eek campaign is to inrolve the media u participan[ and part- ner inthe cffort. By inviting a radio pcrson- aliry [o host an awards luncheon, or nunrc a house tour, you are far morc likely co get meaningful promo[ionon dlc air. Make sure the press knows thu historic preserva- tion in yourcommuniry isaddressing vital community needs. Saying TMatr. l[ is always the righ[ thing co do. N'hen yourPrcservation N'cck cam- paignhas woo red up, send a personal le[rcr of [hanks [o [he station manageror the pa- per's cdicor rnmmending [he personalities, writers, producers and [echnicians who hclpcd you. Send copies of the Ictters [o thou whom you are commending. This lays the groundwork for continuingcovcr- age of preservation activities inyour com- munity: .~faCp/rarrtrndtArhatiana/Tixrra ropy of 7oYrdippingr aadtraucriptr. Ediroria4 and Public Acarr Station edicorial sta[emenrs tie nor con- ceiced in a vacuum. Bc sure your station managers and edirorial dircc[ors know who you are, what your concerns are and why chry are importam co the community at largo loo arc the big x•inncr if the station chooses co espouse your point o(viex: Many [clcvision and radio stations provide public access [ime for community reprc- scntacives [o make a one [o thrcc minute statcmcnt of position. If this is available, use it. Script and brief your spokcspcrson carefully. National TiustRegionalOfJuet TixasLVeav.UrzirofiddOJ~rr 500 Main S[rcc[, Suim 606 Fort North, Tex. 76102 (817) 3342061 Libby Barkerl\'illis, Coordinacor Texas - few\lexico TrGcirioY PS.ir • '1•he [elevision sntion probabh~ mill re- rnrd coo ores dcsigna[cd represenn[ive a[nc~irstudio. • OR~er to proridc the Prescrvation \1'cck 1 D slide. Use [he odcr form on pegs 8 co ordcr a slide of the 1987 Preservation \1'cck poster. • Ifsupplcing cideotapc,find ou[wha[ size the sntion accepts: 3/i", 1", and 2" are all possibilities. Ask how risuals should be (ortnatted. • Ify'ou arc goingrobc on screen, do no[ wear whirc, black or loud plaids. \o noisyorsparklingjcwcln. lbw don't want ancrhing to de[ract f torn your mes- sage. • "talk in normal conccrsacionaltones, and relax. l'ou hacc a much bcctcr chantt of doing a good jab on your first "takes." You'll be Icss nervous. • Be familiuwirh your copy, but if you use a teleprompter, trv co read it in sec- tions, not xord (or xord. Ask the camcta openror [o do a con through wi[h you so you are comfortable with the sptcd of the teleprompmr. • Tq• co soy relacicdc still. Quick moce- men[and fidgeting arc ccrv distracting. • Xcvcr look atcourxlf in the moniror. • Sic up straight and kccp rourchin up. Telez~,ioH/Radio PublicSeivice rlnnounce~He~tts Use This cop}; edit i[ or x•ritc your own. The appraximarc numbcrofwords dcsinblc far each spo[ length is shown in parentheses following nc~ mpy. /0 SECO.\ D Two hundred years ago, Amctica adopted a new Constimcion. Today we enjoy the rich legacy- it fostered through our historic places-the LandmarksofourDcmocncy: Celebnm [hcm during \ationel Historic Prescnation \1'cck, \lay tenth through the sixtccnth. (.About 25-35 words) ?0 SECO.\'D Two hundred years ago, Ametica adopted a new Constim[ion. Todr• we enjoy the rich legacy- it fosccrcd through our historic places-nc~ landmarks of our dcmocn~: Join~~.e...,.no.~~ ~,~andrheNa- [ionalTrust for Hisroric Prcscrvation in cel- ebncingour Landmarks of Dcmucracy during Xa[ional Historic Prcscnation Ncek, \lay tenth through the sixteenth. (10-60 words) 30SECOSD Two hundred }-cars ago, our founding fa- thcn adop[cd anew Cons[iturion. Under i[ our nation has grox•n and flourished. ll'c are reminded o(our rich heritage and [hc peo- plc who cnntributcd [o it by nc~ hiscodc plattsin ourcommuniq: Join / .o..r./. ..r. art+e;~e•1 and the \a[ional •frus[ (or ns Historic Prescnation in cdebnting our Landmarks of Democracy during Ne[ional f listoric Preservation \1~cck, \lev rcn[h through [he sixtccnth. (55-85 words) dl id-Adanric Rrgiom/ 0,(/ur Clivedcn 6401 Germantox•n Avenue Philadelphia, Pa. 19114 (215)138-2886 Linda Ellsx-orth, Dircewr Delaware Puerto Rico Dis[rictofColumbia Virginia \laryland Virgin Islands NewJcrscy \\estVirginia Pennsylvania .lfidstn Rrgiana! OfJicr 53 Nest Jackson Sttcc[, Sui te 1135 Chicago, 111.60601 (312)353.3419/3123 Tim Turnct Dircccor Illinois 4linncsota Indiana Missouri loxes Oh10 Dlichigan \\'isconsin A'orrArast RrgioaalOj(ue Old Ciry Hall 45 School S[reet Bosron, Mass. 02108 (617)223-7754 Vicki Sandstcad, Director Connecticut \ewl'ork hlainc Rhadc lsland hfassachusetrs ~ Vermont Ncw Hampshire SoarAer» RrglonalOfjur 456 King S[reet Charlcstan, S.C. 29103 (803)724-1711 John 1\: hleffcn, Director Alabama Louisiana Arkansas lfississippi Florida North Carolina Georgia South Carolina Kentucky' Tennessee A/aYnraina/P/a1a1...6.OYalO~ 511 16th S[rccc, Suite 700 Dcnvcr, Colo. 80202 (3031814-2245 ClarkS[rickland, Dircccor Colorado North Dakota Kansu Oklahoma Alontana South Dakon Nebraska Texas New \lexico \\'yoming Raunr Rrgiona70fjia One Sutter S[rec[, Sui[c 900 San Francisco, Calif. 94104 (415)9748420 ._ Kathryn Bums, Dircccor Alaska Oregon Arizona Unh California N'uhingcon Hawaii Guam Idaho \licroncsia Nevada National Trtut I for Historic Preservation Narioaa/Tsurr/or Hfrronr Pn7rrwrioY OjhcroJPYblicAfJaia /785.1(artadYrrm Arxnrr, N. W. Batdingroa, D.C. 20036 /202/ 6734101 - Rudr Lyn Thompson, Ofrator, Off~ar ojHrblirAgaia Jane Rcdicker, ArdlirRdariou AfaaageraadPrerertaboa Nit Coorriiaaror ~ . ' Carl L. Nelson, CoramYYrradou ServiruA/maagtraadEdiror ~. The National Trus[(or Historic Presern[ionis[heonlymtional - ptivate, nonprofirorganiration chartered by Congress xith the - rcsponsibiliryfor enwuragingpublic participation in the prcxrvation of -- sircs,buildingsandobjcca signifiran[ in American hiscory and cultures Support forthe National Trust isprovided by membership dues, endowment funds, contributions and marching grans from the U.S. Departmcncof the Interior, National Park Service, underproviaions of the Natioml Hiscoric Prcserntion Aaof 1966. The opinions exprusW in this publiption arc not necessarily thox o(theU.S.Departmentofthe Interior PAGE 6 PRESERI'ATIO.\' II'EEK .1/dY Id-l6, l9d7 .7 s ~' • SARATOGA CITY COUNCIL EXECUTIVE SUMMARY N0. MEETING DATE: April 15, 19$7 ORIGINATING DEPT.: Planning AGENDA ITEM; CITY MGR. APPROV AL SUBJECT: AZO-86-003 Proposed Code amendments regarding bed and breakfast establishments Recommended Motion: The City Council should conduct the public hearing, review the new material presented in the staff report and either approve or deny the amendment. Report Summary: The City Council continued the public hearing on this amendment at its March 4, 1987 meeting and asked staff to provide additional information on historic inns and lodge places in Saratoga. This information is provided in the staff report, along with an analysis of options available to the Council on the amendment. Fiscal Impacts: None. Attachments: 1. Report to Mayor and City Council (with attachments list at end of report). Motion and Vote: O zf ~~ c 1, ~~~ ~~~~ ~~ REPORT TO MAYOR AND CITY COUNCIL DATE: April 9, 1987 COUNCIL MEETING: April 15, 1987 SUBJECT: AZ~87-003, Amendment to bed and breakfast regulations Background At its March 4, 1987 meeting, the City Council held a public • hearing on proposed code amendments regarding bed and breakfast establishments. After hearing public testimony and deliberating on this issue, the Council continued the hearing to the April 15, 1987 meeting and asked staff and the Heritage Preservation Commission for additional information. Specifically requested was a list of potential heritage resources in the area that have been historically used as inns or lodging places, and the lot size and parking availability of these properties. Public notice for this meeting was. again posted in the area and advertised by display advertisement in the Saratoga News. Information on inns and lodging houses in Saratoga The Saratoga Historical Foundation has provided a list of former inns and lodging houses in the Saratoga area which date prior to 1945. Although it was common for people to invite friends and family to their Saratoga homes for summer vacations, the list represents those properties officially operating as inns or lodging houses. This list, along with other pertinent information is shown in the following chart and illustrated on the attached map. A large wall-size map showing the Village boun- dary, the 500 ft. boundary, zoning districts, and the location of inns/lodging houses will be available at the Agril 15 meeting. • J Name of inn/ Zoning Size of Number of • loding house Address Dis_ trio parcel bedrooms 1. The Orchard 14051 R-1-10,000 .46 acres 6 Guest House Saratoga- Sunnyvale Road 2. The Terrace 14421 R-1-15,000 2.5 acres 5 Saratoga- Sunnyvale Road 3. Lundblad's 14550 R-1-10,000 .74 acres 6 Lodge Oak Street 4. The Oriental 14605 P-A .20 acres 4 House Big Basin Way 5. Toyon Lodge 14950 R-1-20,000 4.5 acres 11 apts Vickery Ave nu e 6. The Lodge 21171 Congress Springs Rd. - not within City limits • 7. Saratoga Inn 14363 Saratoga Avenue - demolished In relation to the proposed amendment, both the Saratoga Inn and The Lodge may be eliminated from the list because the first has been demolished and the second is not within the Saratoga city limits. The Oriental House may also be eliminated because it is in the P-A zoning district, which already allows bed and breakfast establishments as a conditional use. Of the remaining four on the list, two are within the 500 ft. boundary of the Village proposed by this amendment: The Terrace and Lundblad's Lodge. The remaining two (The Orchard Guest House and Toyon Lodge) are beyond the 500 ft. boundary. The Orchard Guest House is approximately1,450 ft. from the Village boundary and is currently used as a single-family residence. Toyon Lodge is approximately 1,950 ft. from the Village boundary and is a legal non-conforming apartment complex containing 11 units. All four properties have adequate area for the parking that would be associated with a bed and breakfast use. Options Given the information provided on former inns and lodges in Saratoga, Staff suggests there are three options for the Council on this issue: • 2 V ;_ F 1) Approve the ame ndment as it is currently proposed; i.e., that the bed and breakf ast establishment must, among other requirements, be located within 500 feet of the Village boundary and that the property historically has been used as an inn or place of lodging. The draft ordinance prepared by the City Attor ney incorporates the "historic use" change suggested by the Council at the March 4 meeting. Under .this amendment, only two properties (Lundblad's Lodge and The Terrace) would qualify, and would still need to go through the use permit process before the Planning Commission. 2) Revise the amendment to allow bed and breakfast uses anywhere in the City, but keep the requirement that the property have a historical use as an inn or place of lodging.. The City of Placentia, California, has recently enacted a similar ordinance and it is attached for the Council's review. Under this amendment, two additional properties (The Orchard Guest House and Toyon Lodge) would qualify, to bring the total number of potential bed and • breakf ast establishments to 4. 3 ) Deny the amendment. If the Council were to deny the amendment, bed and breakfast uses would still be permitted in the R-M-3000, P-A. and C zones, in accordance with existing regulations. There is currently no requirement that proposed b & b's be operated in Designated Heritage Resources. Y huek Hsia Planning Director Attachments 1. Map showing former inns/lodging places in Saratoga prior to 1945. 2. Revised draft ordinance for amendment. 3. March 4, 1987 City Council minutes. 4. City of Placentia bed and breakfast ordinance. 5. Letters received on this amendment. • .. ~ _ ~ E--- ~~~~ ~ . i'+ I ~ ~...~ R-1-~fl,p00 i ~ _i ;i l_ GOOTHILL SLNOOL A a"'~ s The Terrace 14421 Sar.-S'vale Rd. #2,~ l~YS~?`lFv?°o~' _4 X40 -,- ~ J P ;O I 0 ~' P• f k.~M 3,000 i ; ~ i~ The Orienta ouse 14605 Big Basin Way _ #4 ~ ~,, ' - ~ ~ ~ RM4 ~~ ~~ 00 S 1 M f•~~ / SII O ~ ' 1 • •~•- ' i -' .rte . R-1 O ~ #6 The Lod ge-riot .in .cit /1 ~f 2 11 / ~ \ _nn cr _ ~ncrc _ Rri ~ I d a r z SARAT04A NIGN SGF1001. z R-1-12;500 a •.. a a•nw~c ,..,-• ~ r j #1 The Orchard Guest 1<Ious I ~ ,~d v~ ~ h j .R M ~ w -~~n ~ 3.0 0 I_ ~ 4 3 #7 Saratoga Inn-demol- ish d' ! ~ - 3 Sarato a Ave. ~ / -~-20,000 ` ,. #3 Lundblad's L doL ge ak s . 14550 Oalt Street SGNOOI. ~~~`~~~ R-~-10.000 ~ , R-1-2Q~00 II li l ~\ i i i .wi%'1 ~ ,,~ ~. C RD ~ .,~` ~, `_ ._ R-1- ,000 s LOCA`I'IOPJ OF FOR2~IER INNS/LODGING PLACES IN SARATOGA PRIOR TO 1945 #5 Toyon Lodge 14950 Vicker Avenue ~ ~ ~t(M yILL AVf :! 1 ;d o I ~; ~€' h_ •~ _ •. f ~ . ~ _ ORDINANCE NO. 71. AN ORDINANCE OF THE CITY OF SARATOGA AMENDING SUBSECTION 5-20.020(x) TO INCLUDE BED AND BREAKFAST ESTABLISHMENTS IN THE DEFINITION OF "HOTEL;" AMENDING SECTION 15-12.030 TO INCLUDE BED AND BREAKFAST ESTABLISHMENTS AS A CONDITIONAL USE IN R-1 ZONING DLSTRICTS ADJACENT TO THE VILLAGE; AND AMENDING SUBSECTION 15-35.030(e) PERTAINING TO REQUIRED PARKING FACILITIES FOR BED AND BREAKFAST ESTABLISHMENTS The City Council of the City of Saratoga hereby ordains as follows: SECTION 1: Subsection 5-20.020(x) in Article 5-20 is amended to read as follows: • "(a) Hotel means any structure, or any portion of any structure, which is occupied or intended or designed for occupancy by transients for dwelling, lodging or sleeping purposes, and includes any hotel, inn, tourist home or house, motel, studio hotel, bachelor hotel. bed and breakfast establishment, lodging house, rooming house, apartment house, dormitory, public or private club, mobile home or house trailer at a fixed location, or other similar structure or portion thereof." SECTION 2: Anew Paragraph (n) is added to Section 15-12.030 in Article 15-12, to read as follows: ~ "(n) -Bed and breakfast establishments, where all of the following conditions and requirements are satisfied: (1) The bed and breakfast site must be located -not more than five hundred feet from a boundary line of the Village. (2) The structure in which the bed and breakfast establishment is operated must be an historic landmark, designated as such by the City pursuant to Chapter 13 of this Code. (3) Not more than eight bedrooms may be rented- within the bed and breakfast establishment and each rented bedroom shall be not less than one hundred square feet in size. (4) All bedroom rentals shall be for transient occupancy- only, as defined in Subsection 5-25.020(f) of Article 5-25 in Chapter 5 of this Code. ( C~ ~ ~-~ • ~ ~(5) The applicant must demonstrate, to the satisfaction Planning Commission, that the structure in which the breakfast establishment is located was previously and of the bed and lawfully utilized for the commercial operation of a tourist home, inn, or Rev. 3/27/87 -1- . _ 4 _. ~ J other similar form of transient occupancy open to the general • public. (6) No meal other than breakfast shall be served to the persons renting any rooms within the bed and breakfast establishment. (7) No cooking shall be allowed in any guest rooms. (8) The bed and breakfast establishment shall be owner occupied or owner operated with a resident manager. . (9) No signs or exterior lighting shall be installed except as expressly authorized by the use permit. (10) No ancillary uses, including, but not limited to, receptions, parties or weddings, shall be allowed in conjunction- with the bed and breakfast use. The foregoing conditions and requirements are not intended to be exclusive and the Planning Commission may impose any other conditions it deems necessary or appropriate for the granting of a use permit pursuant to Article 15-55 of this Chapter." SECTION 3: Paragraph (e) of Section 15-35.030 in Article 15-35 is amended to read as follows: • "(e) Bed and breakfast establishments One space for each bedroom to be rented, and one space for the owner or resident manager." `- SECTION 4: If any section, subsection, sentence, clause or phrase of this Ordinance is for any reason held by a court of competent jurisdiction to be invalid or unconstitutional, such decision shall not affect the validity of the remaining portions of this Ordinance. The City Council of the City of Saratoga hereby declares that it would have passed this Ordinance and each section, subsection, sentence, clause and phrase thereof, irrespective of the fact that one or more sections, subsections, sentences, clauses or phrases may be held invalid or unconstitutional. SECTION 5: This Ordinance shall be in full force and effect thirty days after its passage and adoption. *~*ss~ The above and foregoing Ordinance was regularly introduced and after the waiting time required by law, was thereafter passed and adopted at a regular • Rev. 3/27/87 -2- ..~ meeting of the City Council held on the day of , 1987, by the • following vote: AYES: NOES: ABSENT: ABSTAIN: ~ . MAYOR ATTEST: CITY CLERK • Rev. 3/27/87 -3- . .., .-- ~. .. .. ~• ,. .~ ORDINANCE NO. 87-0-105 • AN ORDINANCE OF THF. CITY COUNCIL OF THE CITY OI' PLACCNTIA ADDING CHAPTER 23.74, HlD AND • BREAKFAST INNS, TO THE PLACENTIA MUNICIPAL CODE (Amendment 86/10). THE CITY COUNCIL OF THE CITY OF PLACEN~ TIA,,~EREBY ~-~----- ~~.a..... ORDAINS TIU\T CHAPTER 23.74) BED AND. BREAKFAST INNS: ISM ADDED TO , THE PLACENTIA MUNICIPAL CODE IN ITS ENTIRETY. Chapter 23.74 Sections: - • 23.74.10 - Purpose 23.7.1.20 - Definition - 23.74.30 - Designation ~ 23.74.40 - Procedure • 23.74.50 - Standards 23.74.60 - Additional Requirements 23.74.10 - Purpose: The purposes of this chapter are - to: (a) Provide the opportunity for the establishment of Bed and Breakfast. Inns in structures of historical and/or architectural significance in any district; (b) Maintain certain structures which are unique and contribute to and enrich the aesthetic appeal of the neighborhood and community; (c) Establish sire development standards which will _ provide the opportunity for Bed and Breakfast Inns while maintaining the visual character of residential neighborhoods and the community. 23.74.20 - Definition: "Bed and Breakfast Inn" shall mean a residential dwelling in which rooms are rented to ' paying guests on an overnight basis with breakfast served daily, • the entire service to be for one stated price for a total period of time nat to exceed 14 days during any consecutive 90 day period. 23.74.30 - Designation: One (1) Hed and Breakfast • Inn shall. b~ permitted only on parcels and within a titnicture(s) which meet all the following conditions: (a) Are existing legally subdivided lots located in ~ ~ ! approved zones within the City. (b) Are in structures designated as being architecturally and/or historically significant by the City. 23.74.40 - Procedure: Each Bed and Breakfast Inn shall require a use permit pursuant to Chapter 23.87 and shall ~ ' comply with the following: (a) Prior to application, an applicant shall pay the required fee and reyuest an inspection of the property by the Building Afficial to determine compliance with current building and zoning codes. The Building Official shall file a written report indicating, if necessary, the nature and amount of work required to have the subject site and structure(s) comply with current code. • I .i~r 1 f 3 . c. (b) The applic shall submit an application • accordance with submittal .s:q~iirements on file with the PlenninY Division. (c) The applicant may request the Planning Commission • to consider thr' inclusion of a structure (not previously designated) o:e the City's List of Historically and/or Architecturally Significant Structures. 23.74.50 - Standards: Red and Breakfast Inns shall comply with the following development standards: (a) Individual Red and Breakfast units shall not contain cooking facilities. (h) No meals shall be served to guests other than breakfast. Said hreaY,fast meal, if served, shall be served only to registered overnight guests. (c) Parking required shall be: one (1) parking space for each rental room in the residence, in addition to the required puking of the district as stated in Chapter 23.78, Off- Street Parking, of the Placentia lunicipal Code. (d) Signage shall he limited to one wall sign not to. exceed three (3) square feet of sign area. Sign wording shall consist of the name of the occupant or establishment located on premises, and/or description of service rendered. Establishment shall be referred to as an "Inn•. Such sign shall be attached to and parallel with the front wall of the building. (e) A business license shall be obtained in accordance with Placentia Municipal Code Title 6. (f) All Bed and Dreakfast Inns shall be subject to hotel-motel room tax. 23.74.60 - Additional requirements: Bed and Breakfast Inns shall be subject to the following requirements: (a) The Bed and Breakfast use shall be shown not to be detrimental to the neighborhood. (b) The primary use shall be residential and retained in a manner which will allow reconversion back to a residential use. (c) An owner, manager, proprietor or caretaker of the property must reside on the subject premises at all times. (d) The provisions of Municipal Code Section 23.78, use permits, shall apply to all Bed and Breakfast Inn uses and said use permit, if issued, shall run with the title of the subject property. PASSED AND ADOPTED THIS 3rd DAY OF March , 1987. AHTf10R N 'TON, MAYOR ATTEST: EUMUNU M. U:1CE, C1'fY CLLRK 87-0-105 Page 2 of 3 ~_. . ~ H ~. • rI7Y OF SARRTOGA HERITAGE PRESERVATION COMMISSION AGENDA DATE- Wednesday, April 7, 798? - 3.00 p.ro. PLACE: Saratoga Community Library Meeting Roam 735b0 Saratoga Avenue, Saratoga TYPE_ Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGANIZATION A. Roll Call B. Approval of Minutes of 3/18/87 C. Posting of Agenda t ~~ D. Oral Communications -~ ~~ "}` ~ II. OLD BUSINESS ~ ~ Qa~~ ~'~~` _~ .,---r ._ _ R. Commission procedures ~ ~''~ ~~ ~~~~ ca~s~S • B. Bed 8k Breakfast Ordinance C. Heritage Resource Inventory Z• ~~~ ~~ III. NEW BUSINESS ~~~~'~'--t-~ A. Fees far heritage resource permits ~~ ~~~~,' IU. ITEMS INITIATED BY THE COMMISSION I U. RUJOURNMENT ~-~}~ ~j ~TG'~LF ~, l~-~e.~ ~'C~1~'D5 ~. • ~1Il~1~9~CC~~ • CITY t]F SAF-iAl"f]GA HEM I'TAG~L F'i~;LSEf~tUAT I t31'd C:Cir~11'" I SS 1' Ul~i ~iIh~lUl"ES DATE: Wediiesday9 March 139 193'7, J:pii F'.M. PLACE: Saratc+ga Cc+mmuiii.ty Library C'ieetii-tR Fic+c+m9 i435b Saratc<i~a Aveiiue9 S~si-c-etc.+y~~ TYPE : Ftegu l ar mee t i t ic3 I. Sal!"f I h}E CJFtCARI I 'A"T I t~l~d A. F;c+ll Call F'i-esE~i-it: fir~snes 9 Tyrrell 9 !-feid9 Vaester 9 Cam~i-ari9 Laiidsi iess 9 t~:C+eperiii k: • Staff : Yc+ur-t9 B. Apprc+~val c+'f Mi.iiutes c+'f 3-4--31 M!S Canierc+iitUc+ester tc+ afipi-ave niiiiutes as sl_lbrciitted. f/assed unaii i rr~c+l..ls l l y . C . F'c~st i iiC~ C+f agenda Staft noted that the al~ei-+da t-r~d bcei~ pc+st~d in cc+cli-ic i 1 Chambers can Friday9 March 1;39 1913;' D. Oral CC+mmuiiicatiaiis 4!. Heid braught tc+ ttie at~l:eritzuii at t!'ie cc+mmissic+n his phc+nc? cc+nversatic+n vai.th ~~ lr.+cal reporter regai-dii-ig tl-ie Cc+mmissic+ii's cc+;~cet-i~i that articles be octet;-~+tt~. I T . OL_D D!_!S I f`dESS A . Ei° 3 Oi-d i nai ice There Maas disccls!~ic+;i c+ii the Council hear-irig c+f C'fc-~rct; 49 1937. • W. Heid distributed iiifc+i-matia•i-~ c+ii fr_+i-mer Inns,'Lc+de~irig He+uses prep~~red c+li behalf c+-F the Saratoga Histc+i-ic Four ~dat iC+n. • t~/S TyrrEll/Landsness Tc+ accept the infar-mat,ic+Yi ~>heet pre+vided by the Sacratc+ga i-iistaric. f=ac~;-sd~~~tic+n rr~gC-~;-ding fc+rmE;- T;-~r-~=_. ~+~d Lc+dg i rig Nfacis(_~s i; i Sai-~tag~~ . Passed b-~i, tnl.f-{eid abst~~ir;ed. Di sc.~.(ssic+;; c+i-r repr_+rt tr_+ be s(.(k:,mitted tc+ Cit•;: Lc+c;;ici'l. Tt-,e repc+rt wi.ll CC+il57.~t c+'f' tf-;e list as fc+;-fnc~r- T ni•-~s; L_c+dg i;-;(~ f°fac;sses with ;ianie c+f bu i 1 d i rig , aw;-~~=r- aehr_+ G4Vned and C+r'+f=.:''i r`ttc:d 1 t ctS i-'ti I I'ti17 v pl-efnEilt C+wi"lf.2i"' a addi-essq n(.(f~tber c+1' feet it stands frc+m the villacae be+~(ndC~ry9 cl~ld lt's Lei cage. f'd. f•~::c+cpt=i-;iiEc ~•`(gc}ested the ct+rnrrzi+~•sic+;i cvi~ti;~ue ~.ac+r-F:i~~g C+n pC+sSlblE~ 1i7Ce;-1t1V2S tGr lcA1'ldfnft't-f•~: d(~Slgr;atlC+ll. B. t-feritage F:esc+ur-ce I;-r~,~e;~tc+;°',~ ~1ciCl_( ~S1C+il an pl-aC]i-e51 C+1` Il-~vGii'~C+1-~ . Cc+rrrn;i~~sic+riers i~~ail'1 try ~ta can;plete theii- as=_.igrifttr~i7ts by rte::t rr;eetii~g. b', `,'c+ui-ig empfi4~si ed that the: ii~•iventc+~-y needs tc+ be sys•-tematic a;~d comprehe;~isivee • III. Ite~~ris Tnitiat:ed by the GC+:rtmist=].C+n ' ~['he Lc+mmissic+;i asEced that ttie isscie c+f' applicatic+ i feces tai- ~. ' des i g;;at i;ig arid altering Heritage Pesc+~.(;~"ces be' i inc c+n ; ie:: t agenda . Tf7e~"~ wets d1sCl_IsS1C+;1 'send a le•I:ter •f:a t1•ie /.~- ychac+l . S. Landsr,es ~~ Chalrpei-sC+ll In l~i~;34•. 'letter at this pc+int it'. ,ad jc+urnrrietit c+n the r_c+rnmissic+ns pr-evic+us decisia;~i tc+ schc+al district regarding Sa;-ate+qa discussed a Similar latter sloe se~•;t as The CC+mfn15Ei1C+il d(='C1dC?d nat to 5C?lld t.i ir•; time. The meeting was ad joc(r;~~ed at 5s~>E> F'.1'1. l"he ;ie;:t meeting will be held Wed;~icrsday:, G-lpril f q at ;3a(~~(~i P.h1. F:espectfully Submitted9 H(~ather ~. 6Ji lsc+i~ ? • Secretary , • Oo~D ~ ~~~~~~~ A p ~l 1, 1 ~ i `i >~`] ~~1ltS~D I.~T HERITAG E RESOURCES INVENTORY INDEX Architectural No. Historic Name Address Style Age 1. Saratoga School 14592 Oak St. ' Z. Rawdon Dell 13631 Saratoga Ave. Craftsman 1916 3. Warner Hutton House 13495 Sousa Lane Victorian 1890's 4. Mrs. John Bell House 14475 Oak. Place 5. Paul Masson Lodge Pierce Road Normandy 1936 6. Villa Deodora 20330 Saratoga-Los G atos Rd. ~ 7. Pike Estate 146$4 Pike Road Normandy Chateau 1926 8. Hakone Gardens 21000 Big Basin Way Japanese 1918 9. Fabretti House 14669 Big Basin 4Jay Pioneer 1$81 • 10. John Henry House 14630 Big Basin Way Pioneer 1869 11. St. John's Episcopal 14700 Sixth Street Pioneer 1896 Church 12. Madronia Cemetery 14766 Oak Street Pioneer 1850's 13. Hannah McCarthy House 20600 Lomita Ave. Greek Revival 1877 14. William King House 14672 Oak Street Pioneer (Colonial) 1870 15. Congregational Church 14666 Oak Street Pioneer (Greek 1886 Parsonage Revival) 16. Missionary Settlement 14683 Oak Street Queen Anne Cottage 1897 House 17. Erwin T. King House 14605 Big Basin Way Colonial 1875 18. Pettis Livery 14605 Big Basin Way Pioneer 1899 19. Marsh-Metzger House 14599 Big Basin Way Bungalow 1909 20. Springer House 20770 Wildwood Way Pioneer 1851 • 21. Carter House 19490 Glen Una Dr. Spanish Colonial 1923 22. Grover House 14521 Big Basin Way Pioneer 1890's 23. Green Store Building 14519 Big Basin Way False-front 1890 pioneer • HERITAGE RESOURCES INVENTORY INDEX Architectural No. Historic Name Address Style Age 24. Cloud-Smith Building 14503 Big Basin Way Decorative pioneer 1884 25. Sam Cloud House 14501 Big Basin Way Neoclassical 1896 26. Sam Cloud Hay & Feed 20640 Third Street Pioneer 1890's Warehouse 27. Hutchinson Building 14495 Big Basin Way 1890's 28. Saratoga State Bank 14421 Big Basin Way Classic Revival 1913 False front 29. Kerr-Hogg Building 14415 Big Basin Way Mission Revival 1910 False front 30. Saratoga Drug Store 14413 Big Basin Way Mission Revival 9190 31. Henry Jarboe House 20611 Brookwood Pioneer 1860's Lane • 32. F.B. Willard House 20601 Brookwood Bay Region 1916 Lane J3. B. Grant Taylor House 144 1 Saratoga- Bay Region 1906 Sunnyvale Road 34. J. E. Foster House 20680 Marion Ave. Pioneer 1880's 35. Pollard House 20731 Marion Ave. Queen Anne 1880's Cottage 36. Neil Carmichael House 14051 Saratoga- Neoclassical 1914 Sunnyvale Road 37. Memorial Arch Saratoga-Los Gatos Spanish Col. 1919 Road Revival 38. Methodist-Episcopal 20490 Saratoga- Pioneer 1895 Church Los Gatos Road 39. Saratoga Village 14410 Oak Street Mission Revival 1927 Library 40. McWilliams House 20460 Saratoga- Pioneer 1860's Los Gatos Road • 41. Hogg Store 20450 Saratoga- False-front 1904 Los Gatos Road pioneer ~ ~ - - • HERITAGE RESOURCES INVENTORY INDEX Architectural No. Historic Name Address Style Awe 42. Saratoga Volunteer 14488 Oak Street N/A 1903 Fire Bell 43. Lundblad's Lodge 14534 Oak Street Craftsman/Shingle 1905 44. Bell Grove (D.C. 20360 Saratoga- Mission Revival 1904 Bell House) Los Gatos Road 45. Woodleigh (G.A. 20375 Saratoga- Greek Revival 1911 Wood House> Los Gatos Road 46. Saratoga Federated 20390 Park Place Mission Revival 1924 Church 47. Saratoga Foothill Club 20399 Park Place Bay Region 1915 48. Francis Dresser House 14300 Saratoga Ave. Neoclassical 1880 49. Luther-Cunningham 14280 Saratoga Ave. Period 1927 • Stone House Architecture 50. Central. Park Orchard Saratoga/Fruitvale N/A Ave. 51. Thomys House 14189 Saratoga Ave. Pioneer 1870's 52. J.C. Cunningham House 14120 Saratoga Ave. Decorative Pioneer 1889 53. E.M. Cunningham House 14075 Saratoga Ave. Decorative Pioneer 1882 54. Meason House 13991 Saratoga Ave. Pioneer 1870's 55. McGrew-AtF;inson House 13915 Saratoga Ave. Pioneer 1880 56. Crowell House 19855 Douglas Lane Pioneer 1880's 57. Hayfield Caretaker 14215 Douglas Lane 1920 Bldg. 58. Hayfield House 20235 La Paloma Ave. 1920 59. Webster-Sutro House 14445 Donna Lane Dutch Colonial 1916 60. Rancho Bella Vista 20021 Bella Vista Italian Villa 1917 . 61. Sterne-Andres House 20105 Rancho Bella Pioneer 1880's Vista 6Z. Hale Estate 20252 Hill Avenue 1930's No. 63. 64. 65. 66. 67. 68. 69. 70. 71. 72. 73. 74 75 76. 77. 78. Historic Name HERITAGE RESOURCES INVENTORY INDEX Architectural Address Style Age James Richards House 20150 bonnie Brae Craftsman Bungalow 1910 Villa Montalvo 15400 Montalvo Road Italian Villa 1912 Tibbett House 19221 Saratoga- Colonial Revival 1910 Los Gatos Rd. Cherrymount Reynolds House Caswell House Meagher-Smiley House Odd Fellows Home Ellis House San Tomas Grammar School Brandenburg House Anderson House T.S. Montgomery Stone Wall Nardie House Higginbotham House Van Arsdale House 15231 Quito Road Mission Revival 14500 Fruitvale Ave. Mission Revival 14711 Fruitvale Ave. Pioneer 14004 Quite Road Dutch Colonial 18490 Ravenwood Drive 12239 Titus Avenue 20400 Saratoga- Los Gatos Road 14650 Sixth Street 14690 Oat: Street 1941 1912 1885 Decorative Pioneer 1888 Pioneer ? N/A ? • • A • !~sw`~ ,.`! qtr:°_~ itardia "~u5e ~~~ !4~?` ara~c::-a ~.•e. .. _r.~r-tha;:?-~=F~k ..C~~~=_~e ~4~7t i~~~ 1~?=t . a~•.. ~.en r-a _., :.w~z{ var, ve!~a;^:u =il:..~ ~nral_~~S tic ~a:GS _i=~v .._..'.~C~~~-i r,5 ~nL~S ?Va°: ud~{5 __i~?; '•'3riGTl ~~_ad ;3v'~~ vt1iLC .,_a !4?!l rruiivale ve :~:A~~ adrdvC~d +~ve ;5'P~J 5ara~c_a-v'S uae5 _x.445 wilia~s Gve i~'-ECG Walt r;e;_t L V °_-'s~~`~ ~1~ t'c5ii'i 15y j~.~~= Y~i i65i rl %+aY i~?il. u7f`lvre_. C:~ :cF_~ Laravcta i=ve :3:v~t 5ara':o^ya ~:ve, Cn:. 3=:~~1 1ar~, 'd GVe lL[:_4 =BrdaGd ~Ve !.;AJ_ Sara Ca ~,`-VQ ~~.. _1.~.. nom.".{ =13~° !4?35 ~a~ ;,reek ri85~ Valley ..il°3° ~a'i5G?e 1?r ~G'tid~l ^4!.i5e !4~~5 =r:iivale i^ve .~?i`(i Far~eli Fve Fe~:ele~„ 3Jaav.Rr!e HI l ~!4L3 Sara~c•~a ....ls ?d ~erc'' wi;ilivar, t'C'152 ctl8~! 5araio,a Hills Rd ~ei5er Garde^s !S^~ ~aiibroes: 7 ti[SrJwat ~d t(4r]ver :-LIi15e :S.Pu reaCTi Hjlt ~~` i.. . Sr vn ~ !,G°,~re55 1 ~5 T° 1 ~.J ::1~ Vii? Vic'~ery Rve, ?tFy-~~: ~C:~~e ~}°~il a ?alcra ~!7-v 43 - - •,y-4` ;;~~-_ 35.-:5-3 ?-_?-~13 J'Vtir _.G i- SC~3-::4 =7 517_{_ vl e L 3~5-! 4-t~33 ~d-4iMiils %`ECliS ,_ ^!3i}5 ~urllY;iZ i5 ~`rva~tcvic v d-~,2r L=Si~er ~_. "Cd i.~~X ur1Y!ti?'^ .CY'=Cii ~t~3Z~. wCC Y.'r~GC'w 5 =~~zr5 ~rCst i va n _ :..A} r~i;~Ftf~l;ii~i}~G~r~~~tw i . ~ T`; :J'5-': s,g~l_/.,,fir L86! ~~ ~ ~; ~,;,~ ,. ~ _ yam.. `~~f ~J a" !~erSC~?? .'i1' : Sit:rtil "ai':'tiCZ "'ere5i a54an*ivc. Ya'ler ~4L ~e i,rn ~cw~!} -`:Lan 4rt:+l Y:~Qi'i iti35 :t;':5 i ~71'S ~dSC!' S ivrl~ t ~1='; eYi Eray v~3-43-i>4? ~ailf Stake i'-arts *c~vr.C. 37B ~~-2f ~e Lacer 5!?-~c-55 Carey -'"' i5!l Reid • • ~Q~ o ~~B~Q~~ • • i ,~ ~E s~t~tEpvt~ _ P.esolut ion No. 2383 Adopted O ctober 15, 1986 EXHIBIT "A" CONTD. Code Section Subject Description of Fee ~7-20.220(g) Horses License fee -issuance ~?-20.220(8) Horses License fee - renevral §7-30.070(e) Amplified sound Fee for registration statement §9-45.040 Off-street vehicles Permit application fee ~9-55.060 Abandoned vehicles Administrative fee for removal X10-10.030(c)- Special events Permit application fee X10-15.020(a) Pipes, drains & conduits Permit application fee X10-20.080(a) Encroachments Permit application fee: ~ 11-10.020(c) Parks Group use permit application fee: Hakone Park - Residents: Nonresidents: Lower house only: Security deposit: Wildwood Park - Residents: Nonresidents: Fundraisers: Weddings: - Security deposit for - . groups of 30 or more Athletic leagues: Amount $ 40 $ 40 $ 20 plus deposit of $250 $ -100 $ 100 $ 50 $ 200 $ 200 $ 300 $ 350 $ 75 $ 200 $ 25 $ 50 $ .100 $ 100 $ 100 $ 5 per participant per season § 13-25.010 Heritage preservation Application fo designation Permit application fee Appeal fee ~ ..~... $ 20 $ 150 -3- • ~~~ Main Street News Dumber 22 March 197 • ~~., ;~ ~S. _K.- - ~7 ~_~ k4: .. -.. Special Service ~reaS: R N®-To Guide James F. Capraro Is your organization trying to ac- complish the difficult task of economic development with a limited staff? Does your organi- zation spend a great deal of valu- able time raising funds or col- lecting dues? Do you find that your organization is supported by only a handful of those who stand to benefit from the results of your efforts? Could you use a fair and equitable approach to assess and collect dues? If you answered yes to any of these questions, then the creation of a special service area may benefit your efforts. This how-to guide offers an overview of the issues involved in establishing a spe- cial service area. he Facts What is a special service area (SSA)? An SSA is a geographic district that has been designated to receive special services above and beyond those normally pro- vided by the city or town. To un- ' ~ ~ - w-~~ - '`~,^. ,'r Syr \`O ~~ ~ - derwrite the costs of these extra benefits, a special tax is levied against properties within the designated boundaries of the dis- trict. Depending on your lo- cality, this tax mechanism may be called by another name such as a special assessment district, special tax district or business improvement district. Who has the authority to create an SSA? Inmost cases, the state enabling legislation gives local governments the power to create these districts under their home-rule authority. In some situations the state or county may be directly responsible for National Trust for Historic Preservation Salishury is one of 14 North Carolina Main Street towns tkat currently have apecisl assessment listricts. (Jack Newman) • • 2 the creation of these mecha nisms. What is the process for cteat~ ing these districts? Normally, this process is set forth in the state enabling legislation. Most procedures, however, require public notification and hearings. Some areas require support for the concept from a majority of taxpayers within the district. Who controls the funds gen- erated by a special service area? Usually a commission is set up. This commission is responsible for devising a plan for spending the revenues. The membership of the group is determined by the ordinance that establishes the district. The commission also establishes the budget, which must be approved by the local government. How is the money collected? The local government, usually the city or county collector's of- fice, collects the new assess- ment as part of the normal tax collection process. How is the money disbursed? The collector's office disburses the amount of the levy that has been collected to the local com- mission. It is of special impor- tance to note that only the amount actually collected is contributed to the commission. Consequently, tax deliquencies may cause a problem if the bud- get is not prepared wisely. How long will the district be in effect? The enabling ordi- nance determines the duration of the district. A sunset clause terminating the district after a specified length of time can be included. Which properties will be af- fected by the SSA? The bound- ariesfor the proposed district are part of the enabling ordinance. What services can be pro- vided by an SSA? The type of services to be provided with SSA revenues are also articulated in the enabling ordinance. Can the level of taxation be controlled? Once again, the en- ablingordinance isimportant. A levy ceiling can be included at the time of implementation. As can be seen, the ordinance that sets the SSA in place is the most critical element in estab- lishing adistrict that will: (1) provide the right services; (2) produce adequate revenues; (3) benefit the properties that need it; and ~4) be governed by the right people. Thus, it is ex- tremelyimportant that this doc- ument be appropriate to the needs of the community of mer- chants and property owners. Preparation of an ordinance provides an ideal opportunity to apply good community organiz- ing strategies. It is important that this document be the prod- uct of thorough deliberations by those who will be affected by the district. In most cases, it would be a mistake for an outside group, such as the government, to impose an SSA on an organi- zation or district. Toward this end, it is equally important to determine the type of organization best suited to implement a special service area. The need for an SSA can best be understood by an eco- nomic development organiza- tion that has been active for some time and achieved some degree of success. Such an orga- nization will have already proved its ability to produce re- sults. he Process The process of creating an SSA demands ex- haustive research; in- formed leadership; grad- ual, in-depth deliberations; a consensus on all major deci- sions; and a strong commitment to the district's success. Before beginning this pro- cess, however, the organization should seek legal counsel. A public interest group's legal aid office can help in the research, analysis and ordinance drafting stages as well as in the political campaign necessary for passage of the district. If this type of legal aid is not available, a large cor- poration may be willing to offer free assistance through their legal department. Another pos- sibilitywould befor alocal foun- dation to award a legal technical assistance grant to pay for this service. Although it is possible to proceed without legal assis- tance, the following list of orga- nizational tasks shows how helpful this counsel can be. National Main Street Center, ?`'ational Trust for Historic Preservation Research. The first step is the gathering of pertinent informa- tion. Begin by obtaining copies of the local enabling legislation that empowers the town to create a special service area. This authority is usually granted by the state legislature. The enabling legislation gives all of the criteria governing the creation and operation of a spe- cial service district. A useful task is to identify other local special service areas. Copies of their enabling ordi- nances, bylaws and annual bud- gets, as well as information ex- plaining the way they were cre- ated, can help streamline the organizing process. Informed leadership. As -the fact-finding proceeds, think about what services the district can provide to help your organi- zation accomplish its objec- tives. There are two points to consider: ^ Which revitalization activi- ties can be undertaken? ^ How are the funds governed? Note that the activities come first! The important considera- tion is the actual product of the district. Thus, at this stage, it is important~for all of the key lead- ers to understand the wide range of services an SSA can provide: business recruitment, loan packaging, snow removal, area maintenance, promotions, co- op advertising, anti-crime activ- ities, capital improvements, etc. It is also important that the deci- sion makers represent all the sectors that are important to the future of the business district. Regular meetings between the organization's staff (or those re- sponsible for orchestrating the process) and key leaders serves two important functions: They inform the leadership about the process while giving the staff di- rection in devising strategy op- tions. Deliberations and consensus. The deliberations consist of a se- ries of meetings in which the in- formed leaders meet as a group to create the ordinance. Crea- tion of the ordinance provides a perfect setting to decide all of the major programming and control issues. Passage of the or- dinance will mark the institu- lion of a petmanent, legally binding partnership for the sup- port of the business district. This is the critical phase where a ion is made whether or not t oceed. The goal of these delibera- tions is to reach a consensus on all major decisions. To simplify the procedure, the f ollowing list of questions can be discussed by the group. ^ What will the district do? ^ How much will it cost? ^ Who will control the money? ^ Where will the district be? ^ How long will it last? If the group can reach a unan- imous agreement on the an- swers to these questions, you will have awell-defined set of criteria governing your SSA. Commitment to success. In this final step, be prepared to wage the political campaign necessary to introduce the SSA ordinance. The procedures you follow will be set forth in the state enabling statute. Mini- mally, you will have to convince local politicians of the need and local support for this mecha- Some localities require o demonstrate that a major- ity of the taxpayers affected sup- port the proposed district. This calls for an intensive door-to- door lobbying effort. It is here, in the legislative campaign, that the benefits of strong leadership development are realized. You should enter into this political process with a strong foundation of leadership support-strong enough to allay local fears and generate confi- dence in the district and its ca- pacity to produce local benefits that outweigh the cost. Part II of this article will de- scribehow Main Street towns in several states have used special service districts to fund all or part of their downtown re- vitalization programs. James F. Capraro is the execu- tive director of the Greater Southwest Service Corporation in Chicago. The corporation has launched progressive programs commercial revitalization, ing rehabilitation, small merchant assistance, and com- munity organizing. Tracing the History of Your Downto~n, Part II Kennedy Smith Downtown buildings reveal many facts about their own his- toriesand that of the downtown. Their styles, structural systems and materials explain when they were built and, to an extent, why. The way the buildings are arranged and their sizes, styles Downtown buildings and materials help trace the provide numerous downtown's development and Clues to their construction dates, the economic and demo a hic gr P from obvious history of the community. corner- and Understanding the history of pediment-stones the downtown can help a re- hearing dates to the composition of their vitalization program plan better hricN mortar. marketing projects; and build- (Kennedy Smith) ings help tell that- history. A database of information about the downtown's buildings-the ways they evolved, the people who built them, the reasons they were built where they are and the functions they were de- signed to serve-provides valu- able information that can be used in rehabilitating buildings, leasing commercial space and positioning the downtown com- petitively in the marketplace. When estimating construc- tion dates for buildings, it is im- portant to note that technologi- cal improvements in building materials and structural sys- Cast-iron storefront terns usually appeared in resi- piers and columns dential, office, religious and edu- (commonly used between 1840 and cational architecture before 1910) enabled being used in small downtown builders to span commercial buildings. There- greater distances fore, when relying primarily on without structural supports. (Kennedy evidence from the buildings Smith) themselves to establish earliest possible construction dates, keep in mind that a material or structural system might have been invented or introduced 20 or 30 years before its first use downtown. uilding Materials - Building materials typ- - ically used in the con- ' struction of traditional commercial buildings have not changed much in more than a century. Noticeable changes in the strength and composition of some building materials, however, make it pos- sible to establish approximate dates for the construction and alteration of many buildings. Mortar. Masonry mortar con- sists of three elements-an ag- gregate (such as sand, a cement- ing material and water. Before 1900, lime was usually the ce- menting material used. In the late 18OOs, Portland cement, a harder cementing material, was patented in the U.S., and began to be used in buildings about the turn-of-the-century. Mortar us- inglime cement is grittier in ap- pearance than Portland cement mortar, which has a smooth, evenly gray appearance. Masonry mortar is intended to deteriorate gradually and needs to be repointed every 20 or 30 years. Therefore, the mortar in masonry joints may not be original and should not be the only factor used to approximate the age of the building. If the mortar appears to use Portland cement, however, and the ma- sonry shows signs of flaking or crumbling, the building proba- bly predates the introduction of Portland cement and has been improperly repointed-Portland cement mortar is harder than 3 • • • The exposed joist ends indicate that another building once stood next to this one. Because the joist openings appear to have been created at the time this masonry wall was erected, rather than cut into the masonry at a later date, the now demolished building was probably buiK at the same time as this one. (Kennedy Smith) older brick, which is meant to be used with a softer mortar. Wood. Wood joists, girders and beams reveal clues to their ages in three different ways: di- mensions, sap and moisture content, and the way they have been cut or planed. Since the first quarter of the 20th century, wood structural elements usually have been ma- chine-planed to sizes smaller than their indicated dimen- sions. For example, although a 2" x 4" .piece of wood is still called a 2 x 4, it is actually 13/a" x 3'/z". Therefore, wood ele- ments that have whole-inch di- mensions were probably planed and used in construction before 1930. Wood used for structural ele- ments in buildings constructed before the mid-1930s was usu- allyheart wood, planed from the inner core of the tree where wood is greater in density. Since then, wooden structural ele- ments, especially smaller ones like 2 x 4s and 2 x 6s, have been cut from areas closer to the bark of the tree, where the wood is less dense and has a higher sap content. Wooden structural elements often have marks along their surfaces that show how they were cut. Wood that was ro agh- cut with a hand saw often has straight, unevenly spaced marks on its surface. Wood that was rough-cut with power-driven, circular planing saws, com- monlyused after 1840, often has slightly arc-shaped, more regu- larly spaced marks. Wood ele- ments in stock sizes cut after the 1930s usually have smooth- er surfaces, with few marks. By checking local business records, city directories and newspaper files, it is possible to trace the development of local lumber mills and the dates when they acquired planing equip- ment, thereby establishing ap- proximate dates for wood ele- ments in downtown buildings. Cast iron. Cast-iron building elements were not widely avail- able until the 1840s; thereafter, they quickly became popular be- cause of their strength, which enabled builders to span greater distances without structural supports. Cast-iron storefront piers and columns were com- monly used between 1840 and 1910. The manufacturing found- ry often stamped its name and the year the iron pattern was in- troduced on the base of the iron piers or between them on iron plates laid flush with the pave- ment, thereby establishing ear- liest possible dates for these buildings. Concrete block and cinder block. Cinder block (cast block that used cinders as a bonding agent) was occasionally used in downtown commercial building construction between about 1840 and 1920. The blocks were most commonly used in shared walls between buildings, with more expensive materials (such as bricks used on visible exterior walls. By 1920, advances in con- crete technology made it possi- ble to bond cast block without cinders and cinder block became obsolete. Therefore, it is rela- tively safe to assume apre-1920 construction date for buildings that use cinder block as an origi- nal building material. By the 1930s concrete block had be- come acommon building mate- rial. It is more even gray in color than cinder block, which has small black flecks throughout. Plaster. The materials used in plaster and the method by which it is applied to interior walls and ceilings can help establish ap- proximate dates for its installa- tion. Abinder must be mixed into plaster to give it greater in- ternal strength and prevent cracking and crumbling. Before the mid-1940s, horse or cattle hair was often used as the bind- National Main Street Center, National Trust for Historic Presen~ation ing agent; after that, plastic and fiberglass became common. Plaster is usually applied to a lath (a wood or metal gird which is attached to or suspended from a wall or ceiling surface) rather than being applied directly to the wall surface. Wood lath was widely used before the mid- 1950s; after that, metal lath be- came more popular. Structural pigmented glass. Structural pigmented glass- also known by the more com- mon brand names of Carrara, Roxy and Vitrolite-was intro- duced at the turn-of-the-cen- tury, but did not become com- monly used in American down- towns until around 1920. By the mid-1930s, structural pig- mented glass had become wide- ly used in downtowns for both new construction and building renovation. Black and white were the first colors commonly available. By around 1915, yellow and red glass were intro- duced, followed shortly there- after byblue, green and more ex- otic shades. Structural pig- mentedglass began to lose popu- larity by the mid-1960s. ~. tractaral frameuuork s,=,~ Changes in building ~;?~ technology and mate- '; rials over the past sev- eral hundred years ~~ Joist ends (exposed during renovation) fit into socNets in the masonry bearing wall, making the building's facade (extreme right) almost sett- supporting, enabling it to be opened up for large, non-load bearing display windows. (Kennedy Smith) brought about improved struc- tural systems and encouraged stylistic innovations. While construction technology in ~mercial buildings has ged, the buildings have re- mained remarkably similar in composition, shape and size. The way a traditional commer- cialstorefront building is put to- gether can help explain the evo- lution of the entire block. Bearing walls and floor sys- tems. Often two downtown storefront buildings share a common wall. This one thick wall-usually brick or cast block-provides structural sup- portfor floor and ceiling joists in both buildings. Wood joists are suspended by inserting them into sockets in these masonry walls. By examining the way the sockets were created, it is usu- ally possible to tell whether a building was constructed before, after or at the same time as its neighbors. Sockets that appear to have been created when the brick or block was set in place usually prove that the building is the same age as its neighbor; kets that have been cut into masonry were probably cut for a building erected later than the one with which it shares a wall. Window size. The size of storefront display windows has changed over the years as the strength and availability of glass were improved. Before 1830, storefront windows were usu- ally small with several panes of glass combined to make up a larger expanse. Gradually, larger sheets of glass were manufac- tured as production technology improved, and by the 1870s a solid sheet of glass could span a large storefront window open- ing. In the 1910s and 1920s, seamless glass-sheets of glass joined at the corners by interior angles, rather than fitted into a frame-became popular, creat- ing the illusion of a storefront window completely open on all sides. Primary building material. ~ause wood is less expensive easier to work with than masonry, the earliest buildings in many downtowns were con- structed primarily of wood. Cat- astrophic fires throughout the 19th century, however, led many communities to adopt building codes requiring commercial buildings in concentrated areas to be built of masonry, a more fire-resistant material. By 1900, almost all American towns had adopted some sort of restriction prohibiting the use of wood as a primary building material in downtown commercial areas. Although downtown mason- ry buildings can, and frequently do, predate the adoption of building codes, it is relatively safe to assume that any wood structures downtown were built before such legislation was ap- proved. Local building inspec- tion, zoning and insurance of- fices may have information on when the community adopted a restrictive materials code or or- dinance. Wall thickness. The thick- Ewlution of Downtown Commercial Buildings ^ oa Cd01g81 (170a-1780) ^ TYPICAL MATERIALS: Wood, brick, granite, limestone, brass ^ COMMON CHARACTERISTICS: Small windows, very narrow storefronts, Federal and Georgian motifs, rarely more than two stories I 1 ~I~~~ I~I i ~ ~s~~ ~~ ui~i~~i ,..- -In I tleanx Arts I~SStc~m (1890-1925) ^ TYPICAL MATERIALS: Brick, various types of stone, terracotta, tile, stucco, wood; iron ~ COMMON CHARACTERISTICS: Greater experimentation with building omamentation and structure, wider buildings, Classical motifs, eclectic details III ~~~ ~Ii RR ~ . t~S81C81 llevivel (1780-1840) ^ TYPICAL MATERIALS: Wood, brick, granite, limestone, marble, brass, stucco ^ COMMON CHARACTERISTICS: Slightly larger windows, more ornate details, Classical motifs O Conlmeraal Vernacu~r (1920-1960) ^ TYPICAL MATERIALS: Brick, concrete block, stucco, concrete, tile, aluminum, steel, glass block ^ COMMON CHARACTERISTICS: Relatively plain surfaces, simplified cornices, general lack of ornamentation, standardized and stock sizes and materials, lower profiles Greek, 6onlanesque altd Rellce ReY111818 (1820-1870) ^ TYPICAL MATERIALS: Wood, brick, granite, limestone, marble, brass stucco ^ COMMON CHARACTERISTICS: Slightly larger windows, slightly wider and deeper buildings, more ornate details, Classical motifs AM DeCO(1925-1935) ^ TYPICAL MATERIALS: Marble, granite, structural pigmented glass, neon, terracotta, bronze, steel, concrete, stucco ^ COMMON CHARACTERISTICS: Highly stylized and brightly colored details, more single-story buildings, wider buildings, Egyptian and other Eastern revival motifs tflCte!I'1~1(1870-1900) ^ TYPICAL MATERIALS: Brick, various types of stone, terracotta, stucco, wood, tile, copper, iron, pressed tin ^ COMMON CHARACTERISTICS: Brick generally replaces wood as primary building material, much larger windows, much taller buildings, more dramatic color and texture contrasts between building materials, more eclectic ornamentation 'I~ AM MOdetlle(1935-1955) ^ TYPICAL MATERIALS: Steel, structural pigmented glass, neon, aluminum, concrete, formica, glazed tile, glass block ^ COMMON CHARACTERISTICS: Streamlined appearance, more single-story buildings - , Providing support to unstable structural elements, tie rods are usually bolted through the surface of the building and attached to a decorative cap, such as a star. (Kennedy Smith) ness of aweight-bearing wall can sometimes give clues to a build- ing's original size or configura- tion. Sometimes, for instance, three- or four-story buildings were shortened by one or more stories, presumably to make them more rentable. An un- usually thick masonry bearing wall might indicate that a build- ing was originally taller than its current height. In general, a 19th-century masonry wall would be about one foot thick at the base of a two-story building; another half foot of thickness would be added for each addi- tional story. Interior span. Although the widths of downtown buildings are often dictated by the sub- division of lots on a particular block, width is also dependent on the ability of floor joists and other structural beams to carry a load without intermediate sup- port. Therefore, earlier build- ings are generally narrower than later buildings, which used iron or steel beams instead of wood to span the distance between bearing walls. Buildings using wood joists and girders to span the interior are rarely more than 1 ~` .~: - _.~ ~ ,v,s,~ - ,..,~."~ ~ a Y. w ~ 25 feet wide. Wider buildings that do not have interior col- umns to help support the span probably use iron or steel ele- ments, which can help establish earliest possible dates for the buildings. Sometimes, it is possible to date steel-framed buildings by examining the way the steel ele- ments are joined. Steel framing was used for downtown com- mercial buildings in America as early as the mid-1800s, although it was relatively rare outside large urban areas until the latter part of the century. Before 1920, steel structural elements- beams, columns, girders and so on-were riveted together. Around 1920, however, steel fab- ricators began to weld joints to- gether. Welded steel joints were uncommon in small down- towns until the mid-1930s. Tie rods. Tie rods-iron or steel rods inserted in .holes drilled through beams and wall surfaces-provide support for structural elements which, be- cause of settlement or structural alterations, are slightly unsta- ble. Frequently, a building whose storefront has been al- tered in some way will experi- ence some facade settlement, and tie rods might have been in- stalled to reinforce the struc- tural elements. Or, a building whose neighbor has been demol- ished might be reinforced with tie rods to prevent the now un- supported wall from bowing outward. In any case, the pres- ence of a tie rod in a downtown building might indicate that some sort oi= structural altera- tion occurred in the past. Tie rods are usually bolted through the surface of the building and attached to a decorative cap such as a star or floret, making them highly visible on the exte- rior of the building. Surface discoloration. Sur- face discoloration on a down- town building frequently indi- cates astructural or decorative change. Lighter colored or dirty masonry may define the shape of a missing cornice, sign or other structural element. Ghost signs-signs painted directly on a facade surface that have faded over the years-may initially ap- pear to be surface discoloration. Viewing the discolored area through a photographic red, yellow, green or polarizing filter, can make the faded sign image more discernable, possibly providing evidence of the build- ing's past tenants or its date of construction. rchitectural Styles :°; Architectural styles, ,~ # like styles in clothing, ==; painting, advertising and other visual arts, follow the values and standards of the time in which they are created. An architectural style, however, also reflects the tech- nology of its time, more so than most other visual arts. Down- town building styles are gener- ally consistent with those of res- idential, religious, utilitarian and other building types of the same era. Through their stylis- tic, size and material character- istics, these buildings define the periods of time in which they were constructed. The evolution of downtown building styles is depicted in the box. onclasion No single method of vi- sually inspecting a -i building's materials, structural system or style can provide a definitive an- swer about when, how or for what purpose it was built. Clues provided by the building, how- ever, can often produce evidence strong enough to make some reasonable assumptions about its history. Combining the visu- al clues provided by the build- ings with the written informa- tion kept by the town city directories, fire insurance maps, newspaper records, city files) can result in a useful history of the downtown. Kennedy Smith studied archi- tecture at the University of Vir- ginia. She is a program associate with the National b'Iain Street Center. • lighter colored masonry defines the shape of a missing cornice, while ghost signs indicate that a building's former tenants were manufacturers of trunks and garnesses. (Mennedy Smiih) 6 I~Tationa] Main Street Center, I`'ational Trust for Historic Preservation C I • SPY ~ '' ~"", `}~ `~~~r x ~;.,_~. R., - .~~~' ~.: Fa~~ ~~ ;,- - -,~. ~: ~•~ T e z': +~~~- •-'"}t ~ ,~+ ,,~,jp~" r;.... <_~. Note cards sold by me Rosendale Main Street Association depict historical scenes of the town. Plans are now under way to rehahilitate this Main Street huilding, which Muses the associations offices. A Brush with Main Street The Main Street Association in Rosendale, N.Y., is cashing in on its two best natural resources- local history and talent. To raise funds and generate enthusiasm for the Main Street program, the association is selling note cards that depict early photographic images in and around Rosen- dale. The photos show scenes of Main Street, individual down- town buildings, a train and tres- tle on the outskirts of town, and local cement miners. The Rosendale cement mining com- panies were famous in the 19th century and the association is selling surplus cement bags, em- blazonedwith colorful company logos, to raise money. Further efforts to raise funds and involve the community have resulted in a local art muse- um, which coexists with the as- sociation's office space in a storefront on Main Street. The exhibits change seasonally. The most recent one showcased paintings by Rosendale artists, especially various views of Main Street in watercolors, oils and pastels. After reading about the Main Street Network the association decided to join but faced the problem of raising money for the membership dues. A local glass artist helped out by creating a beautiful vase that was raffled off by the association. The raffle was such a success that the asso- ciation was able not only to join the Network but also to move its offices into a Main Street store- front.-S.D. ' ~ ~~= - _ ~ ~_ ' ~e_ ,<~~ ", f e:` ~_4- a;= Spewing of Art The universal appeal of art has been instrumental in attracting tourists to Lufkin, Tex. The city raised $60,000 and purchased a property in the downtown to house an art gallery. Then, the town leaders recruited anation- allyrecognized artist from Colo- rado to live in Lufkin. He agreed to operate the gallery, produce his own works for sale, conduct gallery tours and art demonstra- tions and provide Lufkin with national publicity by giving in- terviews and using his contacts in the art community. In ex- change, the town will give him the deed to the gallery property after five years. Operating in much the same way, three other art galleries have opened in downtown Lufkin recently. Main Street project manager Carol Moore started the tourist activity by packaging tours to the galleries for visiting groups. (She calls area hotels to find out when family reunions, meetings and conferences are being held and then calls the contact per- son for each group and offers her tours. The groups take a walk- ing tour to the four galleries and spend approximately 20-30 minutes in each; then they are given a couple of hours to shop in the downtown. Moore tailors the tours to suit each group. For instance, she might arrange a special portrait painting demon- stration or set up a champagne reception at a gallery. The tourist business has been so good that several specialty boutiques and antiques shops have moved into downtown Lufkin to take advantage of the active tourist market.-S. D. (~ouing Upstairs Recognizing the importance of upper-story spaces in downtown buildings is one thing; doing something with them is an- other. They know what to do with them in Athens, Ga. The Athens Downtown Develop- ment Authority (ADDA) is such a strong supporter of adapting vacant and neglected upper-floor spaces that it cosponsors an an- nual "Upstairs Downtown" tour to spotlight the many cre- atively adapted upper stories. Business offices commonly locate in second-story space in downtown Athens, but upper floors are also occupied by ex- panding retail businesses and restaurants; artists studios, gal- leries and art supply shops; and spacious, modern apartments. Last fall a 30,000 sq. ft. mini- mall opened in a restored build- ing, using three floors for clothing and gift shops, a fitness center and a food court. One of the best adaptive uses in Athens is the eight-story condominium called University Tower-for- merly, a high-rise parking deck. -S. D. P~~~nStre~i Amin Street News is;published by the National Main Street Net- work, amembership program of the National Main Street Center, National Trust for Historic Pres- en~ation, 1785 Massachusetts Av- enue, N.~'~:, Washington, D.C. ?0036 j2021 673-4219. J. Jackson \M1'alter, President, Na- tional Trust for Historic Preser- vation Sally Oldham, Vice President of Programs and Services Scott Gerloff, Director, National Main Street Center Linda Glisson, Editor Suzanne Dane, Associate Editor Laurel Rado«; Informaticn Spe- cialist The National Trust is the only national, private nonprofit orga- nization chartered by Congress to encourage public participa- tion in the preservation of sites, buildings and objects significant in American history and culture. Support for the Nation- al Trust is provided by member- ship dues, endowment funds, contributions and matching grants from federal agencies, in- cluding the U.S. Department of the Interior, National Park Ser- vice, under provisions of the Na- tional Historic Preservation Act of 1966. The opinions expressed in this publication do not neces- sarily reflect the views or poli- cies of the Interior Department. • Preservation Weeq Poster Promoting Downtown Have your special events lost their zip? Do retail promotions die due to lack of support? Does your downtown project a nega- tive, lifeless image? if so, plan to attend Promot- ing Downtown: New Opportu- nities on Main Street. This three-day conference, one of the newest in the National Main Street Center's nationally recog- nized series of training pro- grams, will be offered twice this year: May 27-29 at the Lord Bal- timore Royale Hotel in Balti- more, Md., and July 7-9 at the Portland Marriott Hotel in Port- land, Ore. Through a combination of traditional lecture-style presen- tations and roundtable discus- sion sessions, the program will present ways to organize a ~--- E ~ - ~IOCRACP ~ ~17; ?4'10.16. pJB7 m.. a_y~ 4 ` ~ ~ ' . i ,-.a,a.,-,~ V~ ~,b~--a' T ~1:~1 GiG~ I '• r - `°'- ~, , ~. ~~? +: _ - ys' ;~`-~.~ -- _~ra - downtown image campaign, plan and improve special events and festivals, develop tourism and promote investment oppor- tunities. Conference faculty will also share tested techniques to help merchants improve joint retail sales, visual displays, store advertising and salesmanship. Each registrant will receive the Main Street Promotion '1}aining Manual. The registration fee is $245, the early-bird rate is $215, and the fee for network members is $185. Brochures will be mailed to all Network members in March. Landmark and Distoric----- -- District Consnning services Through its Community Assis- tance Program, the NMSC is now offering consulting services for historic district commis- sions. Established by the National Trust in 1984, the Landmark and Historic District Consultant Program, directed by Frank Gilbert, has two goals: ~ 1) to help communities establish new landmark and historic district commissions through enact- ment of municipal ordinances; and (2) to work with existing lo- cal commissions to improve cur- rent historic district programs. The consulting program of- fers in-depth assistance to local governments and preservation- ists across the country. Services, including on-site visits and workshops, are provided on a fee basis. For further information, contact Frank Gilbert, Senior Field Representative, Commu- nity Assistance Program, Na- tional Main Street Center. (202) 673-4214. Proseruation Niaei+: landmarks of Democracy 1987 marks a milestone in American life, the 200th anni- versary of the. United States Constitution, and offers a re- markable opportunity to cele- brate our Landmarks of Democ- racy-the theme for the 15th annual National Historic Pres- ervation Week, May 10-16; sponsored by the National Trust for Historic Preservation. This year's Preservation Week will be part of a grand cele- bration, said J. Jackson Walter, president of the National Trust. "Preservationists everywhere will organize events to call at- tention to the historic buildings and sites that symbolize the lib- erties and opportunities to achieve that are afforded all Americans by our democratic form of government." The National Trust has pro- duced afull-color poster depict- ing amontage of landmarks as well as a package of organizing materials. For further informa- tion, call or write the National Trust's Office of Public Affairs. (202) 673-4141. National Main Street Center National Trust for Historic Preservation 1785 Massachusetts Avenue, N.W. Washington, D.C. 20036 f~i(aF. ~ 1957 ' 71253934 5 S4RATOGA HERITAGE PRtSERVATION COMMISSIGN ~ 13777 FUITVAL~ AVENUE CITY OF SARAT~GA • SARATOGA CA 95070 ~. _t„r~ _ _ ~_,.... ._ ~ _ -.. ....5 i • No. 64 January 1987 A newsletter for citizen organizations published by the National Trust for Historic Preservation, 1785 1~lassa- chusetts Avenue, N.W. , Washing- ton, D.C. 20036 (202) 673-4047. Neighborhoods Take Lessons from Main Streets -Part Two his issue of Conserve Nei hborhoods is devoted to case studies o four of the seven cities and neighborhoods that are articipating in the Urban Demonstration ~rogram (UDP), a National Trust program that applies the National Main Street Center's downtown revitalization approach to urban areas. Each of these communities has been implementing the 114ain Street four-point approach since August 1985. The case studies included in this issue -- Nob Hill in Albuquerque; Roslindale Village in Boston; Dubuque, Iowa; and Joliet, Ill. -- offer an in-depth look at one aspect of each site's program. Last month's issue highlighted the other three UDP sites, South Side in Pittsburgh; Cheyenne, Wyo. ; and Knoxville, Tenn. The UDP will conclude in mid-1988. At that time, the local programs will continue on their own, without direct assistance from the NMSC, to ensure the health and vitality of their commercial centers . Nob Hill, Albuquerque: Roadside rchitecture on Route 66 he Nob Hill business district, located on Central Avenue -- historic Route 66 -- was Albuquerque's first major commercial strip outside the downtown. It is the longest shopping street in New Mexico. The National Trust for Historic Preservation selected this southwestern neighborhood business district to participate in the National Main Street Center's Urban Demonstration Program largely because of the special character of Nob Hill's roadside architecture. Of the urban program's seven sites, Nob Hill's district is the longest, youngest and most linear as well as the most automobile oriented. Development on Central Avenue began in the late 1920s following the designation of this east-west street as part of Route 66 , America's 1~4ain Street. By 1931, the basic elements of the Route 66 landscape -- cafes , gas stations , motels , campgrounds and autocourt predecessors -- were in place. From the outset, however, the Nob bill business district served the neighborhood and surrounding community as well as Route 66 traffic. Development was interrupted by the Depression when F.oute 66 became the path for the American exodus from the Midwest dust bowl to the California promised land. With help from the Work Projects Administration, development continued through the 1930s, was interrupted again by World War II and was completed by the 1950s. In the early 1960s, the opening of the interstate and the construction of two regional malls diverted traffic and trade away from Central Avenue and the fashionable Nob Hill business district. Disinvestment and a cycle of decline set in. Revitalization of the area began in earnest with the advent of the Main Street program in 1985. The design component of the four-point Main Street approach has played an important role in improving Nob Hill's image. The Nob Hill Study, completed in 1985, identifies and describes the three major building types in the area: storefront row; drive in/setback buildings; and structures that stand alone. In addition to these building types, several architectural styles, including the streamlined Moderne and certain regional styles that combine to create the Albuquerque Commercial Vernacular style , are represented in the Nob Hill district. Under the able leadership of Scott Prickett, AIA, the design committee met 25 times between February and September 1986 to define Nob Hill's design issues. Dividing into subcommittees , it developed guidelines for district improvements, including building rehabilitations, new construction and signs. Many important issues, including the need to define "roadside architecture" emerged during the committee's early meetings. redevelopment of an existing Arby's,: was chosen. Charettes for each project followed discussions with the merchant or property owner. Subsequently, design recommendations were presented to the • participants. Construction is expected to start in 1987. Nob Hill Main Street considers the DAD program a great success because it promoted the need for design assistance while providing direction for the development of comprehensive guidelines. The design committee is now in the process of finalizing its guidelines, which fall into the following broad categories : district improvements, existing buildings, new construction and signs. Next, Nob Hill Main Street would like to hold a forum for design professionals to elicit feedback on the proposed guidelines. To clarify these issues and demonstrate the usefulness of its design assistance, the Main Street project created the Design Assistance Demonstration (DAD). The design committee advertised in the Nob Hill b'lain Street Ink newsletter for five projects that represented issues raised during the development of the guidelines. Applicants provided the committee with a budget and an assurance of intent to carry out recommended improvements. The committee selected four buildings : the Thunderbird Travel Building, the Guild Theater, the entire Hyder block and the Nob Hill Gas Station. One new construction project, the major Funding for the development ar~d publication of Nob Hill's design guidelines has come from several sources : the New Mexico State historic Preservation Office, the City of Albuquerque and the. Albuquerque Community Foundation. Nob Hill Main Street is currently seeking a grant from a national organization to fund • the final stages of this project. In a related development, the City of Albuquerque awarded $50,000 CDBG funds to Nob Hill Main Street to establish a facade rehabilitation loan fund. Main Street's economic development committee is now at work on this project. Eligibility will be based on compliance with the •~ These buildings represent two of the most popular architectural styles found in Nob Hill -- Art Deco and Streamlined fv7oderne. design guidelines as determined by the Again street design committee. For the design committee this process was a labor of love, .and they are pleased with the prospect of moving into the implementation phase. For the Nob Hill neighborhood business district, the development of design guidelines and the success of the DAD program is proof that "Main Street means business." Roslindale Village, Boston Develops Promotional Events Roslindale, a multiethnic neighborhood in Boston, is participating in the NMSC's Urban Demonstration Program through its local organization, Roslindale Village Main Street. One of the primary goals of the program is to develop new promotional events to entice people to the village for shopping and recreation, develop neighborhood pride, improve retail sales and solve dirt and litter problems that have persisted for many years. lluring •1tS first year, the Main Street program sponsored two successful promotional events: the Big Sweep and a Farmers Market . Roslindale Village Main Street analyzed its strengths and limitations when planning each event. The group recognized the need for technical assistance, organizational skills and financial and physical resources to successfully plan and execute aclean-up campaign and a farmers market. The Main Street program found helpful partners in the city and state governments . The Big Sweep was aneighborhood- based clean-up campaign that tackled the business district's major problem -- dirt and trash -- while also improving the retail climate, upgrading municipal services and educating merchants and residents about their role in keeping the district clean. .Publicity about the Big Sweep started about six weeks in advance with articles and photos appearing weekly in the local paper. The objective was to promote the }Sri' /i - .~, ;~ .~ ~ - ~~ ; -,111 ~®~ _ -_ ~~ : ~ ~~~ ~j~~: _ . ~. ~. ~:. Residential areas , such as this one on Brick Street, border Roslindale's commercial district. Big Sweep as a community event that everyone should attend. The Main Street organization helped publicize the event by giving all merchants dust pans announcing the Big Sweep and listing city trash regulations. On the first day of the Big Sweep more than 200 people, including residents, members of church groups, scouts, little leaguers, merchants and elected officials picked up trash and cleaned up the village. Boston Public Works aided the effort with street sweepers, trash trucks and graffiti removal. Incentives to help went to the first 100 workers, who received Big Sweep tee-shirts. All participants were given work gloves donated by the Bank of Boston and everyone was rewarded with a free sack lunch and an afternoon of entertainment, complements of a local developer . The positive results from the Big Sweep were numerous. The enthusiastic turnout by residents and merchants prompted the Alayor's Office of Neighborhood Services to schedule an area spruce-up in which street lights and bollards were painted and graffiti was removed. 3 The success of the Big Sweep also resulted in improved maintenance of Roslindale Village by merchants, residents and public work crews. The city inaugurated weekly street sweepings and 15 new trash receptacles were installed. Roslindale Village Main Street's credibility with city agencies was strengthened by the success of the Big Sweep. Main Street established new links and strong working relationships with the Mayor's office , Neighborhood Services and Public Works. In 1986 the Main Street program sponsored the Roslindale Farmers Market for the first time, identifying four objectives for the market : 1) to create an event that would draw residents to the village ; 2) to promote Taft Court , an underutilized pedestrian walkway; 3) to support Massachusetts agriculture; and 4) to provide fresh produce to city residents. Before the Main Street program sponsored the market , it had been held on weekdays in a side street in the village. The new sponsors, however, held the market on Saturdays, which were considered the best times to draw new neighborhood residents and working adults to the village. The Farmers Market was then moved to the prominently located Taft Court , providing farmers with more room and, subsequently, increased sales. Store keepers at the previous location were pleased to regain valuable parking spaces. Because I'.oslindale Village Main Street was a novice at operating a farmers y _ market, technical assistance was enlisted° from the Massachusetts Department of Food and Agriculture. The • Massachusetts Federation of Farmers 117arkets and Boston Public Facilities provided financial assistance to help purchase brightly colored banners. Farmers were charged $10 each week to offset other costs. The newly sponsored Roslindale Farmers r~9arket was successful enough to be selected for an official tour by the , Commissioner of Food and Agriculture and the Secretary of Environmental Affairs . The Main Street program sponsored a luncheon at the market for the visiting officials and media, contributing to the area's image of success. Roslindale Village Main Street also received a gubernatorial commendation for its work with the Farmers Market. A bakery feast, celebrating Roslindale's nine specialty bakeries , was held to coincide with the reopened Farmers Market. The bakery feast stimulated media attention resulting in an article • entitled "Food Adventures in Roslindale" which appeared in the Boston llerald. As a result of its close work with the Massachusetts Department of Food and Agriculture., Roslindale was selected as a pilot site for distributing Farmers Market coupons in a nutritional assistance program known as Women, Infants and Children. This pilot project helped neighborhood residents and created a new customer base for the Farmers Market and other shops in Roslindale Village . Promotions, important elements in neighborhood commercial revitalization, have enabled Roslindale Village to improve its image and strengthen neighborhood pride. The Big Sweep and Farmers Nfarket illustrate how Roslindale Village Main Street has used promotions to improve the neighborhood's image while cultivating and reinforcing necessary public sector alliances. These partnerships with city and state • agencies , in turn , have been a key factor in the program's successful promotions . 4 Corinth Street is one of the major shopping areas in Roslindale. Dubuque: Organizing for Success Dubuque is located on the Mississippi River at the juncture of three states -- ~owa, Illinois and 1Visconsin. Founded in 833 as a center for lead mining, Dubuque is the oldest city in Iowa. In addition to mining, its industries have included lumber milling, boat building and meat packing. Currently, Dubuque is evolving an economy based on both industry and services. Approximately 5 , 000 people are employed downtown at financial institutions, retail stores, service businesses and professional offices . Dubuque's central business district contains five distinct areas , each featuring a different business mix. Upper b'Iain has mostly destination retail shops, such as paint, carpet and drapery stores . Town Clock Plaza contains professional offices,. financial institutions, service businesses and a retail mix of dry goods, clothing, shoes and drug stores. Old Main Historic District runs the gamut from a hotel, pet shop and plastics manufacturer to the City Rescue Mission. Cable Car Square, ~ilso in a historic district , features specialty shops centered around the Fenelon Place Elevator, the world's shortest, steepest cable car. The fifth area, the Ice Harbor, includes a gift and craft cooperative, the Woodward Riverboat 11-,useum and Robert's River Rides. Like most medium-sized cities, Dubuque has many groups with an interest in the downtown. These groups include the ~. ~:_ ~ ~ --- ._ _ - - - - ~. ~: _ ~ __ :_ - . ~, Dubuque Area Chamber of Commerce, the Greater Dubuque Development Corporation, Dubuque Downtown Association, Dubuque County Historical Society, Dubuque Preservation Trust, City of Dubuque, the Historic Preservation Commission and the Cable Car Association. As in most cities, these groups often work together on specific issues, but each has its own agenda. To provide a coherent direction for downtown revitalization, Dubuque Main Street was formed in June 1985 , shortly after the city was chosen for the Urban Demonstration Project. It obtained status as a 501(c)(3) organization in June 1986. Fifty percent of the corporation's funding comes from private contributions and 50 percent from the City of Dubuque. The group's second-year budget is approximately $100,000. Dubuque Main Street was formed because it was felt that no existing group could handle the tasks necessary for a successful revitalization program. The organization's 15-member board of directors was chosen carefully to ensure representation from all five districts , and the by-laws state that three-quarters of the board members must belong to the Dubuque Downtown Association. The city government is represented by a member of the city council and the community development director. Two board members also serve on the chamber of commerce board, another is a member of the Dubuque Development Corporation board and two are on the city's historic preservation commission. This comingling of board members has helped the Main Street project obtain support from other organizations and the community. The board includes four bankers, an attorney, a realtor, a newspaper publisher, downtown's largest property owner and seven retailers . q ~_ ~~ ~ ail ~~~~~~~i~~,M ~~~ `~' ~ ~~ ~ ~ ~ ~ ~ ; ~ r t ~ ~~ ~~.A ~~-~- - The board of directors acts as Dubuque .ems Main Street's governing body. %~ a Committees report to the board and implement the work plans . A full-time ~.:< -------~- project manager works with all the -~---- committees and with the board. This 1930s, terra cotta building typifies the commercial architecture of Town Dubuque Main Street is housed with the Clock Plaza in Dubuque. _ downtown association. The project manager is an ex-officio member of the association's board and attends all of its meetings. The association president in return sits on the RZain Street board. The two organizations have also formed a joint promotions committee to prevent a duplication of effort. Although tax status problems prevent the two groups from merging, they are working to form a stronger alliance by asking the same individuals to serve on both boards and having the part-time promotions director report to the Main Street project manager. This new arrangement will save paperwork, money and time. It will also strengthen the committee structure since people will no longer have to do double duty by serving on a committee and on a board. The downtown association's goals and objectives will become the goals for the promotions committee. This will be the first time that the association has developed specific goals, and it is hoped that having a detailed agenda and work plan will help increase memberships and thereby provide additional funds for promotions . In its first year, Dubuque Main Street has provided something no other organization has offered -- a process to bring together all interested groups and help them focus on the revitalization of the downtown . Public Development Initiatives in the City of Stone and Steel Joliet, Ill., a city of 78,000, is named after the 17th-century French explorer, Louis Jolliet. The city's early growth was dependent on its position along the Illinois waterway transportation systems, beginning with the 1848 opening of the Illinois and Michigan Canal -- the first navigable link between the Great Lakes and the Mississippi River. In the mid-1800s, Joliet's major ;, industries centered on agriculture and limestone quarrying. Later, some of the nation's earliest steel mills located here, producing much of the barbed wire • responsible for taming the West. It has also been claimed that, for a while, Joliet was the world's largest manufacturer of wallpapers. Later, steel mills, oil refineries and other petrochemical industries dominated the scene. Today there is one remaining wallpaper company and, at USX's (formerly U.S. Steel's) 170-acre Joliet Works, only a small rod mill remains, employing less than 200 people; and that was recently sold to a smaller company. Joliet's position as Will County's premier retailing center was usurped in the 1960s and 1970s when two shopping malls were built on the outskirts of town. This position was further eroded in the early 1980s when Joliet, like many other centers of heavy industry, was hard hit by the national economic recession. Between 1979 and 1983, Will County lost almost 10 , 000 jobs; 8 , 500 were in Joliet . • The worst year was 1982, with the area's unemployment reported at 25 percent. In the late 1970s, when retailers were beginning to flock to the malls, Joliet was one of the first communities in the state to implement a major "downtown improvement plan." This plan was implemented initially through two state programs. The first project established ataxing district, known in Joliet as a special service area. Illinois state law allows local governments to establish these special service areas, or local improvement districts, to fund public improvements and related projects within clearly delineated areas, such as a central business district. Operated through a property tax surcharge system, this special service area project funded downtown Joliet's $1.4 million street and park improvements. The second program revolved around the- • decision to save the extraordinary Rialto Theater, a 1926 Rapp and Rapp-designed movie palace that has few equals 6 anywhere in the country. (Liberace loved playing at the Rialto and is quoted as once saying, "At last, a theater to match my wa"rdrobe! ") When the theater was threatened with demolition, a unique • state development program was called into play. This program allows the formation of public, nonprofit development authorities that can tap into the state's proceeds from racetrack betting. Under this program, the Will County Metropolitan Exposition and Auditorium Authority was created to receive $6 million, representing 75 percent of the $8 million total project budget for the theater's restoration. The authority then had to raise the 25 percent, or $2 million, local match. From the $6 million it was given, the authority took $1.6 million and bought an ownership interest in Joliet Junior College's Renaissance Center -- a mixed-use educational, hotel and restaurant facility. By acquiring ownership interest in this facility, valued at $3 million, the authority was able to earmark the $1.4 million in extra value toward the match. The remaining $600 , 000 was raised by the authority • when it issued its own revenue bonds through the cooperation of four local financial institutions. Will County was one of the first areas to take advantage of the state's enterprise zone incentive program, creating the Des Plaines River Valley Enterprise Zone, which encompasses all of Joliet's central business district. The enterprise zone includes such incentives as: 10-year property tax abatements on the value of any improvements made; 0.5 percent credit against state taxes on investments in eligible properties; retail, sales and occupation tax credits, refunds or exemptions; and job training and industrial revenue bond assistance programs, among others. In 1983 the City of Joliet proposed revitalizing Union Station, a 35,000 sq. ft . train station built in 1911 and designed by Chicago architect Jarvis Hunt. Union Station is critical to the city as it anchors the southeast area of the central business district. The city received a grant through the Illinois Department of Transportation to fund 15 percent of the -cost of purchasing the property and stabilizing the structure. The Illinois Department of Transportation applied to the federal Urban Mass Transit Administration for the remaining 85 percent of the project's funding. A developer will be solicited to complete the rehabilitation of the station, transforming it into amixed-use transportation, restaurant and office ~~ f~~~l • The Rialto Theater in downtown Joliet prompted Liberace to exclaim , "Finally , a building to match my, wardrobe." 7 Conseroe Neighborhoods (ISSN 0732-1708) is published 10 times a year bythe Preservation Press, National'lYust for Historic Preser- vation,1785 Massachusetts Avenue, N.W., Washington, D.C. 20036, (202) 673-4296. Linda Glisson, Suzanne Dane . c .............:......Editors Lisa Calhoun ......:......:............Circulation Manager Janet Walker ..........:.........General Publications Editor, Preservation Press The annual subscription rate is $15. Third-class postage paid at Washington, D.C. The National Trust is the only national, private nonprofit organization chartered by Congress to encourage pub- lic participation in the preservation of sites, buildings and ob- jects significant in American history and culture. - Support for the Trust is provided by membership dues, endow- ment funds, contributions and matching grants from federal agencies, including the U.S. Department of the Interior, National Park Service, under provisions of the National Historic Preserva- tionAct of 1966. The opinions expressed in this publication do not necessarily reflect the views or policies of the Interior Depart- ment. center. The city has entered into a consultant services agreement with an architectural firm to prepare construction documents for the stabilization work, and the Main Street project. recently located a developer who is expressing interest in the project. Another public development initiative in Joliet is the reuse of the vacant Sears store downtown. Because Joliet is the county seat and the demand for governmental office space is growing, the county purchased the building about a year ago and began conversion. These public sector development initiatives have had their problems as well as positive results. One of the problems is the effect that governmental acquisition of property has had on the repayment of the special service area bonds mentioned earlier. L11hen the government-owned properties are removed from the tax roles, the repayment burden from those properties falls to the remaining private property owners. Today, 24 percent of .the property within the special service area is nontaxable. On the positive side, DDC-Main Street reports that, in this past year, downtown Joliet has seen $2 , 043, 000 invested in 21 private construction projects, including 19 renovation and 2 new construction projects. These projects primarily are for office space, with three ground-floor retail spaces, two automotive businesses and one upper-story housing unit. Also in the planning and development stages is a major expansion of the Joliet _. Public Library now located within a c Daniel Burnham-designed structure in the heart of downtown Joliet. The . library has already purchased one parcel adjacent to its property and is negotiating for a second. This expansion reflects a major commitment on the part of the library board to stay in the downtown. Another proposed downtown project is the private redevelopment of the vacant J.C. Penney store. Converted into office space, the building will be leased to the State of Illinois. This project will create 80,000 sq. ft. of renovated space and will house 350 to 400 state employees in an effort to consolidate their space needs. -. _.. ,_.._ .~.. --.. During the past 10 years, Joliet's central business district has evolved away from its role as the county's retail center into a governmental, financial, professional, cultural and educational center. Only 45 percent of the ground-floor spaces are currently used for retailing. But the downtown is now Joliet's largest employer with 5,000 jobs in 225 small businesses • and in various government agencies. Jolietrs downtown is experiencing a restructuring of its economy. Yet, with that, its role as the heart of the community, commanding much community involvement and dollars, remains very strong. Nonprofit Org. U. S. Postage PAID Washington, D.C. Permit No. 8803 CONSERVE I~F.IGHBORH(~DDS A newsletter for citizen organizations pub- lished by the I\ational Trust for Historic Preservation, 1785 Massachusetts Avenue, Iv.~'., Washington, D.C. 20036 (202) 673-4047. ~i~A~ ~ r .~ ., ._. ~ J ;~~; r f1L5.~y~ct 7 SARATUGA HcRITAGF PRESERVA.TIOn COM^1ISSI0*~ • 13777 FUITVAIE AVE,"dUE CITY ijF SAF,ATOGA SARATCGA CA 95070 Return Postage Guaranteed e ~ ~! C • ~~ _ 13777 FRUIT'VALE AVF:NL'E SAR,ATOGA, CALIFORI\'IA 95070 (408) 867-34:38 COUNCIL MEMBERS: March 24, 1987 Karen Anderson Martha Clevenger Joyce Hlava David Moyles Donald Peterson We are pleased to welcome four new employees to the Parks Division and to the City. staff. They are filling vacancies created over the past several months by the resignations of Ed Stirtz, Robert Wagner, and Samuel Hebert, and Neil Westreich's disability. Robert Breisch and David Mooney began work March 23. Robert, who has been with Saratoga as a temporary employee, worked • with the Santa Clara County Parks Department and is studying for a Park Management degree at West Valley College. David has six years of grounds maintenance experience with the City of Sunnyvale. Michael Holly will begin work March 30, and David Ashby will join the City April 1. Both Michael and David have many years of experience-in landscape maintenance working in the private sector. David has a horticulture degree from Foothill College. .•~ ~_ Harry Peacock City M nager jm • ti __ A N D A a S O C I A T E S A f~CHITECTS ~ PLANNERS 1 4.670 BIG FJASIN WAY • P.O. BOX 14 . SARATOGA • CALIFORNIA 95070 • 867-9365_ INFORMATION ON FORMER INNS, LODGES, AND LODGING HOUSES LOCATED IN SARATOGA AREA PRIOR TO 1945 ~ The following information is presented by the Saratoga +I}s•t~r~al Commission from information given to the commission by the Board of Trustees of the Saratoga Historical Foundation. Date: March 30, 1987 1. Name: "The Orchard Guest House" Original Owner of Property: Neil Carmichael Operator of Guest House: Charles Cunningham Address: 14051 Saratoga-Sunnyvale Road Distance from Village Boundary: approx. 1,450' Size of Property: .46 acres Present Owner: P1r. and ~1rs. Alan Peterson 2. Name "The Terrace'.' Original Owner of Property: Mr. and P1rs. B. Grant Taylor Operator of Inn: Mrs. Mary Grunsky (also property owner) • Address: 14421.Saratoga-Sunnyvale Road Distance from Village Boundary: approx. 410' Size of Property: 2.5 acres. Present Owner: Mr. and Mrs. John-Kahle 3. Name:- "Lundblad's Lodge" Original Owner of Property: Mr, and Mrs. Ludwig Lundblad Operators of Lodge: M/M. Ludwig Lundblad and M/M Joseph Bargas Address: 14534 Oak Street Distance from Village Boundary: adjacent to south Size of Property: .74 acres Present Owner: Ann Fitzsimmons etal 4. Name: "The Oriental House" Original Owner of Property: Erwin T. King Operator of Inn:: .Unknown - Address: 14605 Big Basin 4Jay -- Distance from Village. Boundary: within Village boundary Size of Property: .20 acres not including common area of condos Present Owner: Ann Fitzsimmons etal 5. Name: "The Lodge" Original- Owner of Property: ~~Unknown ~~ Operator of Lodge: Unknown PEE'i1.i.="G~ ~*'DG~''~~~ Address~21171 Congress Springs Road _. Distance from Village Boundary: approx. 2,400' Size of Property: 7.59 acres - Present Owners: Dr. and Mrs. Thomas English Information on Former Inns/Lodges/Lodging Houses From Saratoga Heritage Commission Page 2 6. Name: "Toyon Lodge" Original Owner of Property: Pearl Guild Operator of Lodge: Pearl Guild -', Address: Vickery Lane Distance from Village Boundary: approx. 1,950' Size of Property:- 4.789 acres Present Owners: 7. Name: "Saratoga Inn" (Demolished) Original Owner of Property: ~ v Operator of Inn: Louisa N. Scott Address: 14363 Saratoga Avenue Y Distance from Village Boundary: approx. 200'- Size of Property: approx. 2.5 acres Present Owners: Joseph Long and owners of adjacent Condos ~ '' %J ,~ • ;; ~ ~`~ 1 6Jarren B. Heid., Chairman Saratoga Heritage Commission • • 1~..[~~.` J1 ~ ,.al ~ ~I ~t '.!\~ •ill~' e(~1~ ~5 i F~) I ~> i ~S !• I r ~ .11 r 1'I i f 11 7 ~. I II i , I \(tj",1~ ,} I, y' J} If 1 t 1 ~1l1 JI 1, , A •I. ,~ ifi .'Jr _ ~ ~1~~, ,I.Q.1 ir•~` 1. 1 Si I' ., ~«,v'S \1' , f~~ , r "'~1~IS ( 1 (' 7 '.a !, 'I tt~ i( '41 ~ ~I ~ ~~r~'f~~ ," J~ ~1 ~ I ~ 1 .1~'~ S+ ~'~~ '~}1r~~ \f' ! ~ ~I ' .. q `I. _._ J~ ~ _ . 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A~~ • CITY OF SRRRTOGR HERITRGE PRESERVATION COMMISSION RGENDR DRTE: Wednesday, March 18, 1987 - 3:00 p.r~. PLRCE: Saratoga CorsMUnity Library Meeting RODM 1356D Saratoga Avenue, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGRNIZRTION R. Roll Call B. Rppro~al. of Minutes of 3!4!87 C. Posting of Rgenda D. Oral Cor~MUnications II. OLD BUSINESS R. Bed & Breakfast Ordinance B. Heritage Resource Inventory III. ITEMS INITIATED BY THE COMMISSION IU. RDJDURNMENT ~~C - 5~.~.ww~.Krt-Y ~ gc~e-~~a~-c~J D{'- Pf7.OG~~43~, I• • ~B~1LUJ~['C~~ • • CITY (.~F' SARATO£~~,A HI*'f~: I TALE F'F?EaEFi4'Al" I Ohi COf`1h'i :L' ~~5 I OJ`J h'f I h•.lUTEa DATE: i~~ednesriav, I`i~tr-ch 4•, ir~~3; w 'S:Crii F'.i'1. PLACE:: Sar~:ttc=ga Cc=nimunity Library h'ieeti~i-~g Ftc=c=mg 15 35b Saratc=c~a Aven~.ie, S~i~...atc=g<a 7`fPE: F{E~c~~tlai- meeting I , f;0U7' I t`JF= OF;UAhi 1' ~'(~T I Oh•J A . F; c= ]. l Cal l F'resE.i~t: Aiisnes~ Tyrel.l ~ Heid, Vc+ester q Camerc=i, _ Absent : Laiidsness q kc=eperni I.: t be=th e„cased ) i ~ ~ita1`'f : Yc=ui-ig L=i. Appr-c=val of J"Jii'llltes c=f' S•-19•-`'7 Cc=rr ectic=•ii: 'Fr-ani item I4' D. el ifiiin.tte the ~+t-c~i-ase ++~,c+ssi.ble lai+dmai-!•:: desigi-i~ttic+i7 c='f..."q tc+ r°ead4 +'E7e7lC-''t"'cll d1CiC:4tSS1C+~1 C+tt Sct'f"atGga .t"-.it'.hC=G1++ m/s Camei-c=n,'4'c=ester tc= c-?pPrc+ue minutes as corrected. Passed ~-Cr C. Pc=sting c='f agenda Staf-F Hated that tt-te ,_tgei-ida had beef; pc=sted ir-t cc=ur;cil chambers on Friday, Feb 25~ 1957 D. Oral Cc+mmuriicatic=ns h:i c= n e I I . OLD DlJS I h~.ICSS A. ES~:E{ Ordii-iai~~ce • There was gei-tercel discus~.ic=~i or. tt-tts public hear-:ci°ig c, f' March 4, 1957. The cc,mmissic~n e;;pr-essed a ccincerr, that the CC~ftitritrliil't'y m i s t_i nd e r s t ac ri d s the c•1- d i i-1 ~ i-i c e c11-i d i s r• ~,. t 1-1 e c~ p 1.1"i i c~ 1-i t E-z a t the COffili11ss1C~rl is t'i y:tt-ig tC~ "CGfiimei-Clal].e'~ ~:1"ie residenti~-il areas. W. 1•-3eid st_tggested the cc~mrr,issic~i; bF~~ p•,-went at tF-,e hearing tG L-,e ~.Nvrlilat,J.~~r tc~ aris~~aei- yt..testic~r-,sy a'iid le•l~ the rr,emc~randum air J-~~f-~37 Irani the cc{rii,tisaic~r-, tc{ tt-,e caurici 1 spear; ~c~r itself . ~. Heritage 1=tesc~t_trce I1>>~er~tc~ry The r_ammissic~i-i is cc~ntiiiui•iig the ~?r-c~cess c~f~ c~aitlierii-rg ii~fc~i-matic~n. General discussic~i-i af~ thc: pc~s~-,ibility and need c~~ outside assistar•ice. Gei,eral discussic~r, on 'thF_~ pr_c,gr-ess cif the r-e=_.a~.tr-ce i nventc~r-y . V. '{c~t_tng s~-ggested the c_c~rnmissic~i••1 ha'~e a ~•,r-es~> r-elc.ase iri~'c~i-ming the pudic c,'~ the cc~rtiaiir-:isc~n's v~ac~rl~: r-ega•11°dzng the 1rl4eritGi-`y . ITI. Item=_~ initiated by tt•te Cc~mmissic~n !~1 C~ i"1 F? IV. Cd~gc,urnrr,ei-it The meeting way= ad jaur-r-,ed at 4:311 F'.M. the ne.;t meeting will be held 6Jednesday, March 13, at 3~C>i~i F' . h'1. F,espec tf u'l l y Sut~m i t~ted 4 1-~e a t l i e i- ~. ~i~ i l s c~ i-1 Secretai-Y • ~~~ i di a` ~ Main Street News 1 b~! F ~ l .T ,`~ "~ ~~ rwri~...~w7 ~}~: " 1: it ~' ~;~ - f. ~M1 ~ . • ~r '=' f . ~ ~,;i;~ N `1987 PLAivi~lEE~D D~PT• } T ~~ -. ~ i:~. y~ F ~~ i ~ ~ ..1'Vs, J ~' . ~; ~,a ~~ 5 j~~4 ~ ~~ ~,• t`z oaf a,,,~ ~ ~j ~1{( '{L'~ "' '~~ '~~, ~-~ ,.~ ; 1~;~ ~ ~ ~ ~~ ` ~., ~ ~ i ~pR~ i -.~h~ j _ 1 i .. c~~~ ~dDD ~~~® ~~ William W. Martin Petersburg (pop. 42,000 is lo- cated in central Virginia, 23 miles south of Richmond, the state capital. The town has been participating in Virginia's Main Street program since its incep- tion in 1985. Historically, Pe- tersburg was an important trade center; during the Civil War it was a strategic city and battle site. Many old buildings remain in downtown Petersburg, some dating to the early 19th century. Although many of these struc- tures have been altered over the years, they still tell much about the history of this community. One such building is located at 121 North Sycamore Street, downtown's main thoroughfare. Joe Whittle and Phil Roper bought this simple, unpreten- tious building last July and soon learned there was more to it than its false front indicated. The first floor of this two-sto- ry building was covered in brick with a Colonial Revival doorway leading to two small shops- Temple Books and Records and Western Union. Above the brick the second floor was covered in a solid sheet of pink stucco. Al- though the building was in good condition, it was unattractive and indistinct in the downtown streetscape. ~~r~ber 21 ~e~ruary 197 Downtown Petersburg bas a rich history reflected in its many old huiidinga, cone of which date Iron the early 19th century. (Peterahnrg Main Street Project) National Trust for Historic Preservation ^S-+ ~~ ,~ °~ ~~:. rte: `~t~ ,.. ,~ ~~~.;, z~ti.~ • U ~~ he ~~an About the time Whittle and Roper bought the building, the Petersburg ~ Main Street Program, through Downtown Petersburg, Inc., established aloes-interest facade loan program. This pro- gram was created to encourage storefront rehabilitations down- town and, at the same time, en- sure that quality design stan- dardswere met in these projects. Six banks contributed $20,000 each to establish the loan pool. The program offers loans for projects that have been approved by the Design Assistance Com- mittee of Downtown Peters- burg, Inc. The loans range from $1,000 to $20,000 at a rate of 2 percent below prime-a fixed rate for the 10-year life of the loan. The building owners' plans were to renovate the interior of the building and keep the two 800-square-foot commercial spaces on the first floor. They also wanted to develop the upper floor into office space; access to the second floor is through a sep- aratefront entrance. The low-in- terest facade loan induced the owners to rehabilitate the exte- rior of the building at the same 121 earth Sycalaore ~~ ~S~~Py Street Sad a false ~~. front of hr!cb and )"' Research on the history salcco wheat Fi'taittle ~~;, of the building revealed tad Raper purchased ~ some interesting facts. It it is i.,S6. (Reters6urg ~litin was built in the early Street Fre;2ct) 20th century for the Banking Trust and Mortgage Company and continued to be used as a bank until 1962 The building housed The Morris Plan Bank of time. Virginia, "The Bank for the Indi- ~~ ~~S~~~h~ vidual,"from 1927 to 1937. Dur- 'i' ing this time, the Petersburg School Board offices were also housed in the building. By 1939, The Morris Plan Bank of Virginia had moved across Sycamore Street. In that year the Petersburg Mutual Building and Loan Association was established. It purchased the building at 121 North Syc- amore and its offices remained at this location until 1963. By that time, Petersburg Mutual had outgrown the building, and thus, moved its headquarters around the comer. The structure sat vacant and neglected for several years until 1967, when Alsage Insurance Company bought it and erected the exterior cover-up. Western Union moved into the building soon after the remodeling work was completed. The upper floor was never used again. s The Virginia Main Street Program provides design assistance at no charge to °~ the five Main Street towns. Bill and Kathy Frazier of Frazier Associates, in Staunton, Va., were designated as the Vir- ginia Main Street design consul- tants in 1986. As I began work- ing with Whittle and Roper, the Fraziers were called in to assist with the proposed rehabilitation scheme. Originally, they were asked to find solutions to im- prove the existing facade of the building. This concept changed once we toured the interior. An investigation of the upper story revealed aboarded-up skylight in the center of the ceiling. The biggest discovery came, how- ever, when we looked out the front windows. A marble facade was hiding behind the brick and stucco! By hanging out of the window and using a flashlight, we could see that the original marble fa- cade was still intact. It seems that when the false front was constructed in the 1960s, the brick on the first floor had been built around the marble col- umns. The stucco on the upper level had been put on lathing and then tied to the building with metal rods. This construc- tion had greatly minimized the damage to the marble and in-. creased the possibility of remov- ing it to expose the original fa- cade. Our design recommendation was to remove the false front and restore the original facade. We also recommended cleaning the marble and repairing it as neces- sary, and installing more appro- priate storefront doors. Nothing could be done, however, until the brick and stucco were re- moved. But there was a delay in secur- ing acontractor. The owners could not get a local contractor to give them an estimate on the total cost of rehabilitation until the false front was removed, yet the owners did not want to re- move the facade until they knew how much the rehabilitation was going to cost. Finally, after several meetings, the owners were persuaded to pay a con- tractor just to remove the fa- cade. he Unve~Iing '~ So, on the last weekend ~, in September 1986, when `~' the largest crowd of the year was visiting down- town for the annual Nostal- giafest celebration, we staged the unveiling of the original marble facade. The project re- ceived widespread press cover- age and many people from the celebration came by to watch the transformation as the false front was tom down. By Sunday afternoon, the en- tire facade had been revealed. I was excited and distraught at the same time. It was wonderful to see the beautiful marble structure that had been hidden for some 20 years but, unfortu- nately, the marble had been Natiunal Main Street Center, National Trust for Historic Preservation damaged more than we had orig- inally thought. The damage had been done when the false front was con- ructed. Ajackhammer had eon used on the marble to pro- vide aflat surface for the brick and stucco veneer! The cornice had been totally removed and the dentils directly below it had been damaged. Decorative pieces around the base of the building also had been ham- mered off. The next step was to identify the marble and find an experi- enced marble mason to perform the necessary repairs at a cost the owners could afford. After checking with marble com- panies in Washington, D. C., I was able to locate a local com- pany, MetalStone, that was very interested in the project. Their experts identified the stone from the building facade as ei- ther Italian or Vermont marble. ~e ~~storotion I met with Tom Crowder of MetalStone to inspect the building and get his opinion on how to re- store the marble facade. The four major tasks that Crowder will perform in order to restore the marble facade are: (l j com- etecleaning, (2) stain removal, repairing the holes left by the false front and ~4) replacing the missing marble pieces. The building will be rinsed thoroughly with water and cleaned with a marble cleaning solution, such as Hydroclean HT-704 or SureKlean Liquid Marble Cleaner, using natural bristle brushes. Wire bristle brushes should never be used on marble because the bristles tend to scratch the surface. More im- portantly, the bristles will break off in the marble and rust, giving the building a speckled appear- ance. Rust stains are the hardest to ~;~.? .. . remove from porous marble. This facade does have a few rust stains, as well as some dark stains on the columns. The dis- coloration is caused by a fungus, similar to mildew, to which mar- ble is susceptible because of its high calcium content. Some ce- ment from the false front also remains on the marble. The fungus will be removed with a Clorox or hydrogen peroxide so- lution. The rust and cement stains may come off with the marble cleaning solution. If not, the cement can be carefully sanded off, using a fine grade sandpaper so as not to damage the marble; and the rust stains might also need a poultice treat- ment with naval jelly. Several holes were drilled into the marble to attach the brick and stucco facade to the build- ing. There are two possible solu- tions tothis problem. The first is to grind up marble and mix it with an epoxy to fill the holes. Unfortunately, epoxy has a ten- dency to yellow and, over time, would become noticeable in the white marble. The preferred so- lution is to fill the hole with epoxy and then insert a marble plug into the hole; only an epoxy ring around the plug will even- tually yellow. This alternative is, however, more expensive. The final task involves replac- ing the marble pieces that were hammered off in the 1967 re- modeling. Luckily, there are por- tions of each piece remaining, except for the cornice. Kathy Frazier used a profile gauge to make measured drawings of these pieces so that accurate re- production is possible. The building surfaces will need to be sanded down to provide a smooth surface for attaching the new marble. The pieces will be attached to the facade with epoxy and stainless steel or alu- minum dowel pins. The cornice is completely missing and we have been un- able to find a photograph that clearly shows the building with its original facade. The owners are weighing several alternatives for the treatment of this area. The first is to replace the cornice in marble in a design as close to the original as possible. This is the most expensive solution, however. Another possibility is to reproduce the cornice in ei- ther wood or fiberglass and then paint it to blend with the facade. The final alternative is to smooth down the marble and put a flat piece of marble where the comice had been. The design consultants recommend that the comice be replaced with a cornice design as similar to the original as possible. Tha stucco and brick cover-up was peeled away to reveal architectural details Irony another era. (Petersburg N3aia 8lreet Project) he c;„ Joe Whittle and Phil j: Roper purchased this building for $25,000. '~ They received $15,000 for exterior rehabilitation from the low-interest facade loan pro- gram and they anticipate spend- ing another $10,000 on interior renovations, including reopen- ing the skylight and installing a new heating and air condition- ing system. For their $50,000 investment, they have anincome-producing building that is bringing in a positive cash flow But more im- portantly, they have an incredi- bly beautiful building that has been returned to its former prominence in the downtown Petersburg streetscape; a build- ingthat, according to the marble contractor, "would cost at least $1 million to reproduce today." With technical and financial as- sistancefrom the state and local Main Street staff, the owners have preserved a piece of the city's history and greatly im- proved the quality of downtown publicize the Main Street proj- ect in Petersburg. The rehabili- tation of this building proved to be the ideal project and has prompted many downtown property owners to reevaluate their own buildings. Many are hoping that they, too, may find a treasure behind the aluminum or stucco facades. This project has also helped change the per- ception and attitudes of mer- chants and customers. Many have said that they had forgotten what a pretty building was be- hind the false front. Nostalgic stories are circulating about peo- ple's experiences with the origi- nal bank itself ...their first car loan or home mortgage. Many people suddenly have a warmer feeling about downtown Petersburg, and it directly re- lates to the rediscovery of this landmark. While design is only one element of the four-point Main Street approach, it can in- fluence the other points. In this case, promoting the image of downtown was directly affected by the rediscovery of a down- town landmark. Petersburg. William W. Martin is the Main The Main Street staff had Street Project Manager in Pe- wanted the first facade loan to tersburg, Va. advertise the program as well as the cornice, missing lentils and decorative pieces at Lhe base of the hoilding, tvhicd had been 6roNen or removed 6y jacghammer is the remodeling, will 6e replaced. Other restoration plans include plugging the holes in the marble, removing stains, cleaning tde entire facade and installing more appropriately styled storefront doers. (Petershnrg Main Street Project) National titain Street Center, National Trust for Historic Preservation ~~~'~ ~~ 3~3'~~®t3®e ~ti Kennedy Smith Downtown commercial build- ings describe a community's heritage and evolution. Their materials, orientation, architec- tural details and occupancy re- flect the aesthetic values, busi- ness development and social characteristics of a community throughout its growth, creating a unique visual identity. Tracing the history of a down- town by studying the develop- ment ofits architecture is an im- portant element of the down- town revitalization process, benefiting both business and property development pro- grams. For marketing and busi- ness development activities, un- derstanding your downtown's history can help you define a marketable image for the dis- trict. Also, developing a profile of changes in business composi- tion, building usage and eco- nomic activity can help you make informed decisions about the downtown's future econom- ic development. A bank of information about downtown buildings can aid property development by providing accurate information about a building's original ap- pearance as well as any struc- tural or cosmetic modifications that may have occurred. Such information is essential for ac- curate building rehabilitation, especially if the owner wishes to obtain federal tax credits for a rehabilitation project. .hereto Loots ~~' There are many places to look for in- formation on the history of down- town buildings and the busi- nessesthat have occupied them: Fire insurance maps. Pro- duced to help insurance com- paniesdetermine potential risks in insuring commercial and resi- dential buildings, these maps provide a wealth of facts about the age of a building, its con- structionmaterials, location, di- w r ~ /1tG ~ ~. aw_ • y,, 7j _~ ~y ; ~ .p ~ ~„~~ ~ ; rr , .~ r ` ~ ' i~ }Y C11~ ` o ' ` ~> ,,.17 ,~, . ,y @. , 1~ . I ~~ p~,~~~ k.»f~ai fsi/. . cii cv~ ~.c+, ~~ W i .. . . mansions and occupancy. Al- though anumber of companies have produced fire insurance maps in the United States, the Sanborn Mai Company has been the most active. The San- born Company, in operation since 1867, produced maps for more than 12,000 communities with populations ranging from several hundred to more than a million. Sanborn usually up- ~ated community maps every 5 to 10 years, either by producing a new set of maps or developing a set of correction overlays that were glued to the base maps. The overlays indicated where buildings or streets had been constructed, demolished or al- tered. Studied cumulatively, the maps reveal a building's phys- ical evolution as well as changes in use over the years. The city planning office and local or regional libraries will probably have a set of these maps if they were prepared for your community. In addition, the Library of Congress main- tains acomplete set of more than 700,000 Sanborn maps. Its collection is listed by city and state in the book Fire Insurance Maps in the Library of Congress (1981 ~. For a nominal fee, the li- brary sells slides or black-and- white prints of most maps pro- duced before 1911. Maps pro- ducedafter this date may still be .protected by copyrights; the li- brary requires a letter of permis- sionfrom the Sanborn Company before it will sell a slide or print of a protected map. (For further ~,.,.. ~; ~ ~ : - ~ ! - . >~ , v -. ~ ,: ~ ~ t ` ~. s t. _ ~ ~ W4 .t ~ ~ a ~. 'L ~ ti r. >< 4 ~v ° 's~ ~ ~ ~,. ~ ~~ r~"- .• ~~~ ~" , S ~ ";t. >< L~ ar ~ ~ ~ ' _ -~-- _ ~r. r j ~~ ~ ~ ~ ~ ~ ~%~l~__~~~ _ ~ _ L'_`~`• ;r,,i---- ~ r rs -- mi information, write the Library of Congress, Photoduplication Service, Washington, D.C. 20540,E Although the Sanborn Company no longer produces new maps, it still updates older ones and can provide informa- tion about its collection (The Sanborn Map Company, Inc., 629 Fifth Avenue, Pelham, N.Y. 10803 ~. Postcards. Postcard manufac- turers have included drawings and photographs of downtown streetscapes in their collections for over a century. These cards provide solid visual evidence of the past appearance of down- town buildings. Until recently, postcards were usually produced by regional;- companies who would send rep- resentatives to photograph or sketch community buildings and landmarks. Although the companies rarely printed dates on the cards-in order to extend their marketability-postcards sent through the mail can be ap- proximately dated by their post- marks. If the photo or drawing contains automobiles, the postcard's age can be estimated by identifying the dates of the car models. A number of dealers through- out the country sell old postcards. One of the largest is Red Horse at Ybor Square, a Tampa, Fla., company. On re- quest, Red Horse will search col- lections throughout the United States for specific postcards ~ 1901 North 13th Street, Tampa, Fla. 33604. Postcards also turn up frequently in local estate sales, library collections and in antiques shops. City directories. These direc- tories list shops, residences, churches, offices and other buildings by address, names of occupants and, occasionally, by telephone number. Directory listings by address identify buildings alphabetically by street and consecutively by street number. Listings usually contain the names of businesses and other building occupants and often include the names of each business's employees. Di- rectories almost always contain advertising, which can be useful in confirming the ages, names 1ti~~: ~e:;laara iasaraace nays tre €;a!!~lae saaterisls: s~i' iS~at&oiC@, f~lt€iCl 'irrlQd free ceaatrneiia9; dlaM i~riC~. 4°~~r~8 €~5d sj ~t~ols ere esed to i!lesirete tue oosaber aid lacuilsFss of. ~~a~78, i'3l3A~r3YfE, c~~lseeys, s~yii~>~ts east ol~rots;rs; eilC~eeF°ees of KdEIIS; P?5tl@~ ~ffi@PIal8; ~~litlirtl nsBtl@; aad ~istasactis hs;~ s;,~eets z~ad :Ide~llla. ibis R9stcerd trasa tieabup, Iirars, was Rercbased irons a focal ertidt~es sboR. ii s~•aa drodnced by sa li;ieais roi~Raoy, Cartercd-Chicago, sad distributed by Cie deokuN Neevs dsency. ite postcard wps oee@r nailed aad thus contains no ~est~ar~; tr,~tvever, ~e etlea nt is*a csr yodels in the panto uEte ik9 Card 10 ?r@u€~d t~40. • • OigSt: Specifications Greparcd Por the censtrnction of a ca:amercial building in dawntawn 6rinneii, Iowa, detail srery hailding ei2~^ent, from the color e1 me hrici<s to file size of the rafter s and the composition of the ~aortar. Such details will be helpful in accurately replacing materials during the buildings renoratian. The J.S. Schramm Cslapany, a pru:aioent :_-parent stare in Cariin~rioa, laws, pohiished a hlsl-page newspaper cdrertiscmeat for its t00tM ar~aiversery in 1946. The ad contained Infaru~ation sham the history of the baUilaA as well as as etcling of the dep>irtnent stare's erigieal hacada. L-may.- J.S.St11Rl~t~i~-^fp~~i~j~ ~ -'----~ and locations of downtown busi- - -- --~'~~r ~- - nesses. " City directories have been ~ ~ produced in the United States ~ for over a hundred years. The ~ ~ ~*~ __ _ _ _ most active firm is R.L. Polk & i - ~ ,tg(ll(TFtTC Co., which publishes new edi- ,f" ,` , ~ , ie7 is Miff' tions of its directories annually. ___----____ ~. ~ ~ „_ .,___ ~~ ~~~~~1~~ Most libraries, planning offices , <,,...- _ „~„ _~, „_°` and chambers of commerce pur- '~' '- chase cit directories each ear Y Y ~`~''" ""~''~'~'°''" ;fm •!lbik W k doxo aml `Iliukilab W 6e :6~:ovl~d 1 and kee co ies of ast editions -- " "' "'- in their files. Some past editions ~ ..~ r.,%„~,~< <,~~„• are also available from the Polk j ~~°~~~ .y~,«.. ~.•, . ; Company X431 Howard Street, Detroit, Mich. 48226. y,~._...._.....__.._ _::::~ .m°~. _^ ~ Tax records. If a city collects ~ , `' ---- = .- " property taxes from commercial , ,_ _ _ -'~ - buildings, it also maintains in- formation about the property: used to reconstruct "chains of its age, improvements, owner- ownership" for downtown land ship, tenancy and assessed val- and buildings. ue. Most cities retain records Title insurance companies from past years, making it possi- also trace property ownership to ble to trace changes in property prevent title disputes. These value, ownership, occupancy companies often have a great and condition. These files, deal of information about local which are usually housed in the property on file but usually city's assessment or taxation of- charge a fee for their services. Tice or in the planning depart- Old photographs. Like post- ment, are almost always accessi- cards, old photographs can serve ble to the public. as a valuable aid in identifying Building permits. Issued for original features of buildings most types of commercial ren- that have been altered over the ovation and construction proj- years and in tracing the names ects, building permits contain and locations of businesses. descriptions of the work per- Look for old photographs in lo- formed, costs of improvements, cal libraries, historical societies, names and addresses of property newspaper files, photography owners and, when required, the studios, local histories, centen- name and address of the archi- - nial booklets and other commu- tect or contractor. Thus, build- nity celebration publications ing modifications and additions and family collections. Another can frequently be dated by ex- way to track down old photo- amining permit records. The graphs is to place a classified ad city's inspections office, assess- in the local newspaper; such ment office or planning depart- ' notices usually elicit a good re- ment usually maintains log- bookslisting building permits in chronological order. Deeds. Copies of deeds for commercial and residential property are maintained by the city assessment office and, occa- sionally, by the clerk of court or planning department. Property deeds often list transfers of own- ership, including information on the amount of past transactions, on liens that may have been at- tached to the property and, sometimes, on tenancy. The city office that maintains the deeds also logs them into record books; past record books can be sponse. Newspapers. Newspapers can provide many clues to the histo- ry of downtown architecture. Check newspaper files for old is- sues that contain photographs, drawings and descriptions of downtown buildings. Advertise- ments sometimes featured inte- riorand exterior photos of down- town businesses, while news articles frequently announced construction of new buildings, sales of property and the issuing of building permits. Newspaper offices may also keep files of old photographs. Architects' and builders' spec- National Main Street Center, National Trust for Historic Preservation ifications. These specifica- tions-lists of materials used and how they were installed- provide awealth of detailed in- formation about downtown buildings. Property owners can use this information to replace damaged materials, match the building's.original mortar for re- pointing and reconstruct miss- ing elements. The property owner may have received a set of specifications in papers trans- ferred from a former owner dur- ing the building's sale. If the property owner doesn't have a copy, check with the architec- tural or construction firm that originally designed or built the building. If the firm is still in business, it may have a copy in its files. Another possibility would be to locate the descen- dants of the original architect or contractor; they may have a set of specifications in the design- er's or builder's estate files. Lo- cal lumber yards, other mate- rials suppliers or subcontractors in business since the building was constructed might also have a set. Information about the history of downtown property is impor- tant for planning building reha- bilitations, understanding the downtown's economic develop- ment and defining a marketable image. But what if no documen- tation for a building exists? Part II of "Tracing the History of Your Downtown" in next month's Main Street News will describe methods of determining a build- ing's history from its physical composition. Kennedy Smith studied archi- tecture at the University of Vir- ginia. She is a program associate with the National Main Street Center. • • • .~ ~, ~; L ,.~~ ` ~_ . ~. ~ fi~ 3 ;d P~~~~ C~~p~~~ ~~naf~s ®~~~~~ Southwestern Bell Telephone has demonstrated its commit- ment to the communities it serves by bestowing a gift of $5,000 to each of the five Okla- homa Main Street towns. The towns will use the gifts to ad- vance the revitalization efforts under way and start new proj- ects. Ted d'Andriole, vice president of public relations for South- western Bell, made the an- nouncement, stating, "South- western Bell believes in invest- ing in innovative economic de- velopmentprograms designed to broaden opportunities for growth and enhance the eco- nomic stability of communi- ties."The company has been ac- tive in civic, cultural, health and education programs throughout the years. ~~'~~~SaS ~~~~~ ~i~C~~~~ ~~~ 6r~nt The National Endowment for the Arts ~NEA~ recently awarded a $36,400 design grant to the Historic Preservation Alliance of Arkansas, one of the sponsors of the state Main Street pro- gram. This grant resulted from NEA's nationwide competition to identify design projects that are of exceptional merit and will . have national or regional signifi- ' cance. The grant will be used to hire consultants in landscape archi- tecture, interior design, store window display and graphic de- sign. These professionals, to- gether with the architectural and historic preservation ex- perts from the state Main Street program, will provide complete design guidance to the Main Street projects in Arkadelphia, Benton and Hot Springs. Although the on-site services are being provided to only three towns, workshops and audiovi- sual presentations documenting the work accomplished will be available to all Arkansas com- munities interested in develop- ing an integrated design system for their downtowns. a~a~o~a ~~~s ~~~ ~~~r~~t ~~~~i$S Two of Oklahoma's annual fes- tivals-Eighty-Niner Week in Guthrie and the Azalea Festival in Muskogee-have been named among the top 100 events in North America for 1987 by the American Bus Association. The list is compiled from nomina- tions made by state and provin- cial directors. The 19871ist fea- tures events in 49 states, the District of Columbia and 12 Ca- nadian provinces. Eighty-Niner Week in Guthrie will take place April 22-26, in celebration of the Great Land Run of 1889. Activities will in- clude the state's longest parade, a week-long carnival in the his- toric district, the National Gun- fighter competitions, chuck- wagon dinners, dances, art shows and one of America's largest rodeos at Guthrie's Lazy E Arena. The Azalea Festival in Mus- kogee's Honor Heights Park, April 4-26, will feature 70,000 azaleas in 600 varieties bloom- ing amid dogwoods, redbuds, tulips, roses and other flowers. The festival will include a pa- rade, arodeo, arts and crafts, speedway races, food exhibits, dances, concerts and sporting events. pan ~~g~~~ F~ ~~~r~ i~ ~or~ ~~~~i~na The North Carolina Depart- ment of Natural Resources and Community Development has produced a report outlining the state's Main Street program dur- ing the past five years. The re- port includes brief histories of the NMSC and the North Car- olina Main Street Program, a de- scription of the Main Street ap- proach and synopses. of each of the state's project communities. North Carolina has had a Main Street program since 1980 when it was selected to partici- pate in the NMSC's three-year demonstration. Each year the North Carolina program grew stronger, providing assistance to more and more towns, until after five yeazs, 15 projects were participating in the state-local partnership. The combined re- vitalization statistics from these communities are im- pressive: 250 buildings have been renovated; 1,365 jobs have been created; 455 new busi- nesses have been started; and $79,765,000 has been invested in these downtowns. This informative report is available for $5 from the Divi- sion of Community Assistance, North Carolina Department of Natural Resources and Commu- nity Development. For further information contact Joyce Hin- ton X919) 733-2850.-S.D. '~~! Main Street News is published by the National Main Street Net- work, amembership program of the National Main Street Center, National Trust for Historic Pres- ervation, 1785 Massachusetts Av- enue, N.d'V., Washington, D.C. 20036 ~202~ 673-4219. J. Jackson Walter, President, Na- tional Trust for Historic Preser- vation Sally Oldham, Vice President of Programs and Services Scott Gerloff, Director, National Main Street Center Linda Glisson, Editor Suzanne Dane, Associate Editor Laurel Radow, information Spe- cialist The National Trust is the only national, private nonprofit orga- nization chartered by Congress to encourage public participa- tion in the preservation of sites, buildings and objects significant in American history and culture. Support for the Nation- al Trust is provided by member- ship dues, endowment funds, contributions and matching grants from federal agencies, in- cluding the U.S. Department of the Interior, National Park Ser- vice, under provisions of the Na- tional Historic Preservation Act of 1966. The opinions expressed in this publication do not neces- sarily reflect the views or poli- cies of the Interior Department. ' ~,t E='•.: `,~° -~ a --' - :~' ' ~ [. l ~:_. Y k y ~_ ~~- ~-~. ~~~~ --- ~;,. - ~ ~` ~~ ~~._ r~E ~p` - :-~- - - :F H ~~. F.~ ; .. ~,., ~~~:; e :- ~~ d~~~~ Coming this fall ...the Nation- al Main Street Center will host its second National Town Meet- ing. Scheduled for October 5-7, the National Town Meeting will beheld in Washington, D.C., the same week as the National Trust's annual conference, Octo- ber 7-9. Last year's National Town Meeting, held in Winston-Sa- lem, N.C., attracted a capacity crowd of nearly 500 downtown revitalization specialists. from 40 states. Participants spent three days exchanging ideas and information and attending ses- sions on all aspects of down- town revitalization. This year's town meeting will offer an equally diverse and in-depth program aimed at all those with an interest or stake in commer- cial revitalization. Mark your calendars now: A brochure giving all the details will be mailed to you this spring. e~~~~a~~~~~~~~~ ~ ~~~+~~~~ Recently published by the Na- tional Trust, A Guide to Tax-Ad- vantaged Rehabilitation ex- plains how the Tax Reform Act of 1986 affects the historic reha- bilitation tax incentives. This 20-page booklet, written by Trust Vice President Sally Oldham and tax law specialists Jayne Boyle and Stuart Ginsberg, National Main Street Center National Trust for Historic Preservation 1785 Massachusetts Avenue, N.W. Washington, D.C. 20036 SA RA TOGA HERITAGE PRESERVATION COMMISSION 13777 Ft1ITVALc AVENUE • CITY JF SARATOGA SARATOGa CA 95070 from the law firm of Dewey, Bal- lantine, Bushby, Palmer & Wood, offers a comprehensive guide to tax reform and the reha- bilitation of old and historic structures. The new tax law, which took effect January 1, 1987, provides fora 20 percent investment credit for certified rehabilitation of historic structures and a 10 percent credit for nonhistoric buildings built before 1936. The Trust booklet contains up-to-date information about obtaining historic certification and answers many important questions about tax reform: ^ What is the rehabilitation tax credit? ^ What buildings qualify? ^ What expenditures qualify? ^ Who can take the credit? ...and many more. To order, write to "Tax," Na- tional Trust for Historic Preser- vation, 1785 Massachusetts Av- enue, N.W., Washington, D.C,. 20036. ~~~~~ ~~~~~~~$ ~~J~~~~ The National Main Street Cen- ter and the Georgia Institute of Technology are jointly sponsor- ing aseries of conferences on small business retention, expan- sion and recruitment in com- mercial districts. Dates and lo- cations are as follows: February --9-10, Atlanta; February 12-13, Boston; February 16-17, Chi- cago; February 19-20, San Fran- cisco; February 23-24, Dallas. For registration and other infor- mation, contact the Georgia In- stitute of Technology (404) 894-2400. ~J$~~~~~~~~~ ~~~~~ ~~~~~ ~~°~jECi Clarksburg, W. Va., is the second community to establish a Main Street project under the NMSC's new Community Assistance Program. Located in the northwest cor- ner of the state, Clarksburg (pop. 22,600) serves as the business and retail center of a multicoun- ty area. The Main Street project will concentrate on strengthen- ingthe image of the central busi- ness district as the focus for cul- tural, business and industrial activities. Under the Community Assis- tance Program See Mnin Street News, September 1986, Clarks- burg will receive a rigorous pro- gram oftraining, technical assis- tance and monitoring during the first year to build a strong foun- dation for a successful re- vitalization strategy. The NMSC's Community As- sistanceProgram was created for towns that are unable to affiliate with the center through a state program. For further informa- tion about selection criteria, ser- vices offered and costs, contact Kathleen Kelley, program associ- ate, Community Services, Na- tional Main Street Center. //~~.i~"t~. as .` L.. ~~ Y. sl, .r,. '~~ MAR 0 ~ 197 ,. The California Preservation Foundation presents .~^ WORKSHOP ON HISTORICAL ARCHAEOLOGY # # ~ ~ # Remnants of "everyday history" ~ ~: # ~ ~ islides and discussion? 5aturday- March 28, 1587 1:00 PM to 4-30 PM '' ~ klurster Hall Auditorium University of California, I~~rE;eley ' R ~1U-t10 -CPF members $15,00 -nonmembers FREE -nonmembers who join CPF at the Idort:shop t`~85~00 Annual Membership Dues? (no reservation required, pay admission at dour? Speal;ersi James Deets. tUniuersity of California, Berkeley? author of INVITATION TO ARCHAEOLOGYr and IN S?<fALL THINGS FORGOTTEN, was for many years Director of Plimouth Foundation in Plymouth, Massachusetts, and continues historical • archaeological investigatiens at Floi,~erdew Hundred Plantation in Virginia and in Somersville, the abandonRd coat mining town near Mount Diablo, He is a leading interpre#er of material culture, including small objects used in the past and left behind for ue. to ponder. David Weitzman (freelance author, educator, and film-matter now liuinv in Point Reyes? has written TRACES OF THE PAST: AFIELD GUID£ TO INDUSTRIAL ARCHAEOLOGY, UNDERFOOTi AN EVERYDAY GUIDE TO E}:PLOF,ING THE AMERICAN PAST, and MY HACK`~'ARD HISTORY HOOK. The latter is an invaluable resource -far teachers of history, Weitzman, like Deetz, is expert at uncovering the past by looking closely at objects we often pass by withavt thinking, and can communicate ho~a~ to read history in the lid:es of bridges, mills, and steam enoines~ Following slide-accompanied talE;s by bo#h speakers, Weitzman will dlscu55 with those interested: "How to get this 'everyday history' into the classroom," The Foundation is pleased to offer this program because non-professionals seldom understand the breadth and depth of what is loosely described as "archaeology," and because we have two of the liveliest and most entertaining experts available to explore the subject. The program should give teachers, preservationists, archaeologists, historian=~, and anybody curious about the past a delightful afternoon with two imaginative and provocative thinkers, ~I • Wurster HaII is located an the UG campus near Bancroft Way at the end of Ccllege Avenue. Fvr more information contact program ceordinator David Fredrickson t415i848-343? or the Foundation office i415l527-7808?~ WARREN , B. HEIR AIA . A N D A. S S O C .~ I A T E S ' A R C H I T E C T S •- PLANNER S 1 4630 BIG BASIN WAY . P.O. BOX 14 . SARATOGA . CALIFORNIA 95070 . 867-9365. INFORMATION OF FORMER INNS/.LODGING HOUSES LOCATED IN SARATOGA AREA FROM SARATOGA HISTORICAL FOUNDATION - Date:' March 18, 1987 .~ ~- 1, Name; "The Orchard Guest House" Owner: Neil Carmichael ~~~~~~ Present Owner: Alan Peterson Address: 14051 Saratoga-Sunnyvale Road. 2. Name: ~"The Lodge" . Present Owner: English •. Address: 21171 Congress Springs Road(opposite entrance to Toll Gate) 3. Name: "Lundblad's Lodge°~~ •." . , . Owner: Hazel Bargas ~ , Present Owner: Ann Fitzsimmons ~ ~- Address:. 14534 Oak Street 4. Name: ~ "The Terrace" ~ }~ ~ . / ,Owner: B, Grant.Taylor ~, ~ Present Owner: John Kahle Address: 14421 Saratoga-Sunnyvale Road 5. Name: Toyon Lodge Owner: Present Owner:' C Address: Vickery Avenue 6. Name: "The Oriental Hotel" Owner: Erwin:~T. King Present Owner: Ann Fitzsimmons address: 14605 Big Basin Way • ~ ,il~,~Zi~_el/ y arren,6. Heid, Member Board of Trustees Saratoga Historical Foundation ~ , •~ I Q: Haw many properties could potentially qualify as b&b? How many designated resources are in the 500 ft. area? A: Zb date, there is only one designated i~c3urce in the 500 ft. are~e. This is the William King house at 14672 Oak Street. Properties which have the potential to become designated.resoL~rcas are those which are being considered for the heritage l~sczurces Inventory, currently being prepared by the Heritage C~mlission. There are about 80 properties throughout the City being conside~~3 for the Inventory. Of those, thirteen (13) ere located ~~ri.tnin t?1~ 500 ft. area. 'Itaa' -of those 13 have expressed an interest in oge=atincj a b&b Kahle -Willard House, 14421 Saratoca-Sunnyvale Broad Fitzsimmons - Lundblad's Lodge, 14534 Oak Street Although the remaining 11 may qualify as designated tesdL:rces, many of them may notqualify because of lack of parking, shall structural -size, or inability to meet other standards. 13 Potential Heritage Resources in 500 ft. area • Congregational Church Parsonage Missionary Settlement House ~;~i~ge~-Ide~19e° Henry Jarboe House Willard House B. Grant Taylor House , Lundblad's Lodge ' D. C. Bell House ~ G. A. Wood House • .,.., 14:66@ Oa?c St, ?4683 nn~7^lfl Oak St. ~ ~A~ La i L~1i ~~ / . e~ ww X061.1 Fxc~:coa r_.~?~~ 20601 Rrookworf~ Z~.e 14421 -Sardto3a:_c~~-~.~g~r_~:! .~ r~ . 14534 Oak St. 14592 Oak St. 20360 Sara!~.oga-Zs~s C~:tr:~ I'~1. 20375 Saratoga--7os ~'__~+.~:, P~:~. 20390Park Place 20399 Park Place ~~ .` • MEETING OF THE CITY COUNCIL MARCH 4, 1987 COMMUNICATIONS FROM COMMISSIONS AND PUBLIC Continued The City Manager stated that since this Item was potentially a litigated matter, he did not wish to discuss further in an open meeting. Consensus reached to accept Staff recommendation to acknowledge and file at this time. Page 3 4. Ellen Fletcher, Councilmember, City of Palo Alto, supporting no-smoking regulations. , Councilmember Moyles asked that this letter be included in consideration of the no-smoking regulations when the Public Hearing was held... Consensus to accept Staff recommendation to acknowledge and file letter. 6. OLD BUSINESS -None. 7. NEW BUSINESS A. Countywide Coordination of Toxics/Hazmat Programs The City Manager called attention to the letter from Santa Clara Co. Intergovernmental Council of February 19, 1987, and reviewed the history of this Item. He recommended the Council authorize the Mayor to execute a Letter of Agreement with the County on behalf of the City of Saratoga. CLEVENGER/f-II,AVA MOVED TO AUTHORIZE THE MAYOR TO EXECUTE A LETTER OF AGREEMENT WITH THE COUNTY ON BEHALF OF THE CITY OF SARATOGA, • Passed 5-0. 8. PUBLIC HEARINGS A. Ordinance amending Zoning Ordinance Subsection 5-20.020 (a) to include bed and breakfast establishments in the definition of "Hotel;" amending Section 15-12.030 to include bed and breakfast establishments as a conditional use in R-1 zoning districts adjacent to the Village; and amending Subsection 15-35.030 (e) pertaining to required parking facilities for bed and breakfast establishments. (AZO 86003) (first reading) The City Manager read into the record written communications received from: - Ms. Ann Fitzsimmons - Lawrence and Helen Abruzzini - Mr. Eric Jeffery Gay and Roy Crawford A telephone call was received from Ms. Mary Dutro. .~ The City Attorney addressed his rt;mazks to the audience, summarizing the history of the Ordinance amendment . He noted incorrect information circulating in the community; he defined bed and breakfast establishments and reviewed the proposal under consideration, Section 2 of the Ordinance, procedure required to obtain a Conditional Use Permit. In response to Councilmember MQyles' oatmtents, the City Manager stated that he had investigated the circulation of a notice of the public hearing by a private party through Saratoga Elementary School; it was the City Manager's understanding that neither the school board nor the Superintendent of Schools had trade any policy decision on the proposed ordinance amar-dment, The Public Hearing was opened at 7:53 P.M. _ Mr. Warren Heid, Chairman, Heritage Preservation Commission, reviewed the purpose and • accomplishments of the Commission and cited the Memorandum of March 4, 1987. He stated it was the intent of the Commission that bed and breakfast use have very limited application in Saratoga and reaffirmed the need for strict regulations. The Commission favored appropriate public hearing of each application. MEETING OF THE CITY COUNCIL MARCH 4, 1987 PUBLIC HEARINGS Continued .. Page 4 • In response to Councilmember Moyles' question, Mr. Heid stated that through the years, certain historic buildings have disappeared; currently, there were buildings in the City that should be restored. Citing a letter of Mr. Willys Peck, he stated that the unique flavor of these homes would be maintained only through preservation of these structures; the Heritage Commission encourages owners to preserve these structures. He noted inns and lodges in the community which had operated for many yeazs without affecting the neighborhood. Mr. John Kahle, 20601 Brookwood Ln., Sazatoga, noted that these homes required constant attention; he has owned the Julia Morgan House since 1955. He reviewed discussions regarding the B&B's which have occurred since 1982; the conclusion of which was that B&B's should be a part of Saratoga. He felt that B&B's would preserve houses worthy of such and allow visitors to experience the ambiance and history of the area ;the letter of Mr. Willys Peck was cited. He felt that B&B's could be best controlled through the Use Permit process. In response to Councilmember Peterson's question, Mr. Kahle stated that renovation of the Julia Morgan House would cost $50,000 - $100,000; the house has S bedrooms, 5 baths and the lot size was 2 1/2 acres; parking would not be a problem. Ms. Ann Fitzsimmons, 13480 Sazatoga Ave., Saratoga, stated she owned Lundblad's Lodge for the past year, this lodge was a B&B for nearly 80 years. She supported the Ordinance amendment since it would again allow the lodge to be used as a B&B; she plans to restore the lodge. In response to Councilmember Peterson's question, she stated that Lundblad's has 6 bedrooms, 5 baths and the property is 2/3 of an acre; renovation would cost a minimum of $300,000. Mrs. Betty Peck read a letter written by her husband, Mr. Willys Peck, in which he addressed • the historical perspective of the inns and lodges. Ms. Lois Svalya, 14277 Elva Ave., Saratoga, stated she was puzzled by an alliance between people holding forth historical perspective and people holding commercial interests which sought to close one of the most significant historical landmarks in Saratoga--Saratoga School. She stated there was an associations between developmental interests which wished to see Saratoga School replaced with commercial development, i.e., Old Town, and those who wished to displace the children for more noble reasons--learning. Her primary reason for being at the hearing was that zoning ordinances, spot zoning changes, or moving Village boundaries, benefiting special interests of some individuals, was an unhealthy precedent. She did not agree with the argument that citizens could not preserve the beauty, history and ambiance of Saratoga without creating bed and breakfast establishments. In response to Councilmember Moyles' request regarding information to substantiate the conclusion that there was an alliance between developers and individuals who favored the closure of Saratoga School, she stated that she would reveal her sources in private; however, unofficial remazks of individuals in the real estate business were that people who WOUId most like to see Saratoga School closed were those who believed they stood to gain an economic interest. The issue of closure of this school has come up again and again. In response to Councilmember Peterson's question, she had been told that the people who aze working actively for the B&B's were also working for the closure and replacement of Saratoga School with a commercial establishment of retail shops. Councilmember Clevenger reiterated the position of the City Council during the past seven years regarding Saratoga School; the Council has never taken any position on the out come of Oak Street School. Mr. John Hurley, 1524 Madrone Hill Rd., Saratoga, reviewed the historical value of preservation of these establishments and stated he had known Mrs. Hazel Bazgas of Lundblad's Lodge. • Ms. Erma Jackman, 14515 O;tk Street, Saratoga, was very much in favor of restoring and maintaining Lundblad's as a lodge. She conveyed testimony of Mr. Warren McLaughlin, who was unable to be present and introduced three Oak Street neighbors who were present. MEETING OF THE CITY COUNCIL MARCH 4, 1987 • Page 5 PUBLIC HEARINGS Continued Mr. James Cohen, 1492 Vickery Ln., Sazatoga, noted the following concerns: - - Questioned commercialization of buildings to restore them; he cited examples of homes in San Francisco which had been restored without becoming B&B's. - Suggested the use permit process be used to monitor requests to tear down or change historical buildings. - Questioned the purpose of a Planning Commission, if their decisions were reveled by the City Council. - This proposal would require citizens to be present for a hearing on each application. - Questioned the relevance of recrearional activities cited in the letter from Mr. Peck. - .Questioned the Heritage Preservation Commission, their mandate and authority - Noted his preference for living next door to a family residence rather than a rental unit. Mr. Jack Schaub, 14732 Oak Street, Saratoga, was definitely opposed to the proposal and - noted there were better ways to preserve historical sites than commercialization of them. He did not agree that establishment of B&B's was the solution to preservation of historical sites. Ms. Diana Parham, 14613 Oak Street, Saratoga, was unfavorable to B&B's in residential neighborhoods. She noted that no other city in the azea allowed B&B's in residential areas and suggested they be located in commercial zones. She asked that reseazch be done on the financial costs of renovation, possibility of mazketing of the Hotel already located in Saratoga and provision of information to adjacent home owners. She registered a complaint regarding the lack of notice by mail. Ms. Carol Machol, Ronnie Way, Sazatoga, noted continuing strong opposition to B&B's in Saratoga. She reviewed statements from the General Plan, Land Use 4.2, and strongly urged the Council not to bring commercial zoning to a residential area. She felt it vital that Saratoga • be primarily a residential area and stated that the proposed Ordinance amendment was not sufficiently restrictive; in addition, the City had no means of monitoring these establishments. She cited testimony given at both Planning Commission and Heritage Preservation Commission Meetings and noted that the Heritage Preservation Commission wished to see B&B's throughout the City. Mr. Gary Espinoza, 14510 Oak Street, Saratoga, concurred with Mr. Heid's comments and favored allowing B&B's to save the heritage of the area. He noted that Lundblad's had always been a lodge and favored its preservation as a lodge and the Kahle home as a B&B. Mr. Clarence Neale noted that petitioners of a B&B use were interested in preserving the historical nature of their homes, were collectors of antiques and desirous of doing something with their property. He urged careful consideration of the proposed amendment. Ms. Jackie Welch, 20925 Jacks Rd., Saratoga, noted that Saratoga was once famous for its inns and lodges which brought distinction and vitality to the town; these establishments existed harmoniously with neighbors. She would not object to having a B&B in her neighborhood if it insured preservation of a historic building. She noted that Lundblad's Lodge had always been a guest house and thus, was not a change in use; preservation of Lundblad's as a lodge served as a reminder of Saratoga's past. In addition, the City would benefit through Hotel/Motel taxes. Mr. John Schaub, 20300 Orchazd Rd., Saratoga, had no objection to B&B's in Saratoga and recommended that the Council consider them on an individual basis; however, he questioned the logic of a 500 ft. area around the Village and noted that this was an accommodation of the requests of two individuals who wished to establish B&B's. Mr. Frank Matas, Saratoga-Los Gatos Rd., Saratoga, stated that he was very angry that some citizens opposed to B&B's were questioned on length of their residency in Sazatoga. He stated he was a resident of Saratoga for 25 years and was against B&B's. Ms. Loreen Eale, 14165 Saratoga-Sunnyvale Rd., Saratoga, suggested that B&B's may be a • way to save historic structures. Mr. Dennis Aldridge, 14607 Aloha, Saratoga, moved his family to this location due to a well defined commercial area in the Village and the proximity of a prime residential district. He opposed B&B's, which would attract transients and pose potential threat to his children. MEETING OF THE CITY COUNCIL MARCH 4, 1987 Page 6 • PUBLIC HEARINGS Continued Mr. Greg Grodhaus, 20379 Sazatoga-Los Gatos Rd., Sazatoga, noted that individuals opposed to the proposed amendment were not opposed to B&B's; rather they oppose allowing B&B's in residential neighborhoods. Cities which prohibited B&B's in residential areas, regazding them as a commercial use were cited. He protested the insinuation that opposition to B&B's in residential neighborhoods was equivalent to opposition to the preservation of the history of Saratoga. A letter from the Cor Bregman s, 20330 Saratoga-Los Gatos Rd., Saratoga, was presented to be entered into the record by Mr. Grodhaus. Mr. Sam Armijo, 21053 Canyon View Dr., Saratoga, noted that it would be a mistake to rezone a lazge part of Saratoga for a localized issue involving two pazcels of property. He concurred that perhaps special consideration could be given for historical purposes to Lundblad's Lodge; however, the residential integrity of Saratoga should be preserved. Ms. Betty Rowe, 20360 Saratoga-Los Gatos Rd., Sazatoga, noted the importance of this issue and asked that it be voted upon by all Sazatogans. Mr. Edward Lebowitz, 20295 La Paloma, Saratoga, noted renovation of older homes all over the City and suggested that it was not the Council's responsibility to support the investment of some private citizens; rather, it was the responsibility of the Council to see that these structures were maintained for residential purposes if such was the will of the community: -He noted the proximity of the Lundblad's Lodge to Saratoga School and suggested that transients at this location might not be in the best interests of the students. Mr. Bill Thomas, 13282 Pierce Rd., Sazatoga, stated that experiences with B&B's were very favorable; he noted that the only practical use for the two buildings in question was a use as a B&B. He noted the atmosphere and the history of B&B's he had visited. Mr. Don Prolo, 20471 Forest Hills Dr., Sazatoga, stated that the policy under consideration was cleazly discriminatory. He and his wife moved to the azea because of the distinctive chazacter, namely, a residential community without invasion from commercial business. He cited adjacent netghbors who also wished denial of the proposed amendment. Mr. Bill Cummingham, 21070 Canyon View Dr., Saratoga, concurred that extending the Village boundary 500 ft. was illogical; however, he was not opposed to individual review of a B&B. He asked why Wildwood Park was not being used as a natural barrier between a commercial and a residential zone, noted existing traffic problems on 4th Street and questioned pazking requirements for the proposed B&B's. Ms. Lynn Johnston, 20611 Brookwood Ln., Saratoga, stated that she would not oppose a small operation of the proposed B&B. She felt B&B's should be evaluated on an individual basis and saw no reason the Julia Morgan Home could not serve the community as a B&B. MS. Lois Cockshaw, 20995 Canyon View Dr., Saratoga, questioned the legality of the notice given; the City Attorney responded to questions. Ms. Cockshaw questioned whether this was not a lot of trouble for two people whose applications were turned down by the PIanning Commission and asked why it was being heazd again. She noted the location of one of the individuals desiring use of their property as a B&B which was within the 500 ft. area. Ms. Nancy Lund, 14805 Vickery Ave., Saratoga, supported statements made opposing the amendment. She noted traffic problems in the Oak Street area and did not want to see increased traffic from individuals not associated with the school. She did not wish the area to become more commercialized and noted that it was becoming an area for young families. Mr. Kurt Russell, 14634 Aloha, Sazatoga, questioned that if preservation of facilities of some historical value were considered, why was the area only 500 ft. from the Village, rather than • extending to the City limits in order to save all the historical facilities. MEETING OF THE CITY COUNCIL MARCH 4, 1987 PUBLIC HEARINGS Continued Mr. Jeffrey Braun, 20220 La Paloma, Saratoga, was astounded that formal notice was not sent, considering the size of an azea would be quadrupled within which commercial or semi-commercial use would be permitted. He suggested noticing in writing and possibly sent to everyone in the City. He questioned an Ordinance of this magnitude for two possible uses and asked that the experience and decisions of other cities regazding commercial B&B's in residential areas be cazefully considered. He added that allowing B&B's in the area may create the pressure wherein a use slightly more commercial than a B&B would be approved and, in time, the entire area would no longer be residential. Mr. Mike Fitzsimmons, 14550 Oak Street, Saratoga, was in favor of the proposed Ordinance since it would add class to the City. He supported the efforts of his mother Ms. Ann Fitzsimmons, in making Lundblad's Lodge a worthwhile venture and noted that developers considered putting in condominiums on the site before it was purchased by the Fitzsimmons. CLEVENGER/ANDERSON MOVED TO CLOSE THE PUBLIC HEARING AT 9:39 P.M. Passed 5-0. Page 7 In response to Councilmember Anderson's question whether the two properties in question could apply for approval to operate as a B&B in a process other then the proposal under consideration, the City Attorney stated that the options available were: - Establishment of a new category of Conditional Use while retaining the R-1 zoning classification, which the Ordinance under consideration did; application to be restricted by the 500 ft, boundary, or - Creation of a different zoning classification, as done in the Paul Masson Winery site; in this case, a "residential, bed and breakfast" zoning. He suggested consideration of various zoning regulations such as minimum lot size. The Mayor recessed the Meeting from 9:46 - 10:07 P.M. Councilmember Peterson stated that the 500 ft, boundary had caused a great deal of confusion; he summarized the amendment under consideration, stating that rezoning was not being considered nor was there consideration of changing the Village boundaries. In addition, there was no cause/effect relationship between this proposal and Sazatoga School. He stated that having Lundblad's Lodge request a Conditional Use Permit with the public hearings and an opportunity to fully consider such an application would be desirable. He stated he would vote against the proposed amendment due to the confusion regarding the 500 ft. boundary unless individual uses could be considered separately. Councilmember Clevenger questioned long term effects of the proposed Ordinance, namely: - Will a B&B designation encourage preservation of historic homes; she concluded it unlikely that either of the structures under consideration would be destroyed and noted that many property owners were engaged in the restoration of their homes. - Will a B&B designation serve to enhance the neighborhood; she concluded that such designation would not further preserve a neighborhood. Preservation of existing residential neighborhoods was the overriding consideration in the City of Saratoga. She concluded that designating certain structures as B&B's would be deleterious to the neighborhoods and noted the constant threat of commercialization in the area surrounding the Village. She stated she would vote against the proposed Ordinance. Councilmember Anderson concurred with comments made and stated she was not convinced that B&B's were needed to preserve heritage resources. She noted concern regarding traffic problems and the cost of resources provided for tourists, which would not be recovered in taxes placed on the B&B's. Her primary concern was the setting of a precedent of commercial use in a residential neighborhood and the resulting detrimentaleffect upon neighbors; in addition, other commercial ventures would be proposed for this azea. • In response to Councilmember Moyles' question, the City Attorney reviewed aspects of the General Plan referred to in public testimony, noticing requirements and definitions used in the proposed amendment. . r MEETING OF THE CITY COUNCIL MARCH 4, 1987 Page 8 PUBLIC HEARINGS Continued Councilmember Moyles stated he was not persuaded that the proposed Ordinance amendment would create the incentive to preserve the homes in question. He noted the letter written by Mr. Willys Peck and commented that Mr. Peck captured the flavor of Sazatoga in his writings. Perhaps what was being sought was the character found in communities which would preserve their heritage; he suggested that an answer could be found without commercializing residential neighborhoods. He was not in favor of a general use of B&B's throughout residential neighborhoods and noted that several members of the public had addressed this issue. He favored a selective, limited use of B&B's, preserving those homes which had historically served this purpose from the turn of the century. Mayor Hlava noted that she appreciated the problem encountered by residents within the 500 ft. area of the Village boundary; in addition, she questioned whether B&B's would necessarily encourage people to preserve historic homes. However, homes in Sazatoga which traditionally had been used as lodges or bed and breakfasts should be allowed to serve that use in an attempt to preserve them as historic structures also. She would not vote in favor of the Ordinance under consideration. • The City Attorney suggested the addition of a requirement, stating that the Applicant must demonstrate that among the heritage features of the home, that it had been used as a lodge or a similar use. He deferred to the Heritage Commission regarding the number of homes in the City :-s a whole which could meet this additional requirement; from this information could be determined whether the 500 ft. boundary was necessary or even applicable. Councilmember Moyles asked that conditions insure that not even one new bed and breakfast establishment be introduced into the City of Saratoga; however, consideration should be given to establishments which could demonstrate such a use before the neighborhood grew up azound them. The City Attorney suggested that within the Conditional Use Permit process, Conditions could be imposed requiring that the structure be a designated heritage resource and distinctive in having been used in the past as a place of lodging; this would be a restoration of a use. In response to Councilmember Anderson's concern regarding the traffic impact of such use, Councilmember Peterson responded that a conditional use permit could be sufficiently restrictive so as to not unduly impact residential neighborhoods; minimum acreage was suggested as an additional condition. The City Attorney suggested an addition to Section 2: (2) to read, "and the applicant establishes that the structure was previously and historically utilized as a place of lodging." In response to concerns raised by Councilmembers Clevenger and Anderson, Councilmember Moyles suggested the limitation of usage to those establishments which operated before a set, historical date, for example, 1945. Staff and the Heritage Preservation Commission will provide a comprehensive list of historical resources in the area; noticing of the Public Hearing through the newspaper. 500 ft. area from the Village boundary to remain; consensus reached that the 5(X) ft. area be the only area of consideration at this time. Public Hearing to be continued to the Meeting of April 15, 1987. _. B. Ordinance 71.22 Amending Article 6-10 of the City Code Relating to Alarm Systems (Continued from February 18, 1987; second reading and adoption) The City Manager noted there was no public testimony at the previous hearing; the Council continued the Public Hearing in order to further solicit testimony. He reiterated concern as to the number of false alarms and danger to public safety officers in responding to them. The Public Hearing was opened at 11:08 P.M. Mr. Ralph Metcalf, 14150 Douglass Ln., Saratoga, stated that he has paid approximately $500 in fines. He favored the present Ordinance with the exception of the fact that a grace period • was not granted and was favorable to this change in the amended Ordinance. He suggested the keeping of records on the systems used by individual homeowners and performance of various system operators. He asked that permit applications be available upon phone request with a mailed return. v r s> 15131 El Quito ti+Iay ~: ~~c?~~ ~~~~~ .,: Ftg ;~ '( 1987 ' 7 Saratoga, I . ~ _ - - - - California, 95070 z5 February 1987 To: Saratoga City Council, City of Saratoga. Dear Council r2embers, We are ~•~riting in support of the proposal by the Saratoga Heritage Preservation Commission to allow Bed ~ Breakfast facilities in Saratoga. we have been residents of Saratoga since 1860, and remember the Lundquist Lodge - justly famous for its hospitality and comfort - and regretted its closing. We are delighted by the idea of B ~c B's, which would do much to help restore the old small toHm welcoming atmos~,there which was such an attractive part of Saratoga's ch arm. Saratoga is now attracting so m~.ny more visitors than it used to; eve have our programs at Montalvu, the caul P~Zasson Sumner Season, Valley institue for Theatre Arts Shakespear season, the xotary Art Show and so many more events and places that out of tocm visitors need a lot more hotel accommodation than we can offer. one of the most ple ascent things abut B Lc B ~ s is that they ai•e much mire part of= a community than a large hotel -and the best place they can be is in and around our Village, ~vhether or not that includes residential areas such as Oak Street. Certainly the traffic would not be much increased, a s there cannot be more than a few, guests each night. We look forward to heari ng that the proposal meets with your approval. Yours very truly, f (,i~t.l ~I i.i~~.~C~~ G ," ~ .~ Ian and Ursula Millett ,~: ~I> r AREA CODE 408 887-1855 SARATOGA. CALIFORNIA 95070 WILLYS I. PECK ATTORNEY AT LAW Feb. 27, 1987 Saratoga City Council 13777 Fruitvale Ave. Saratoga, CA 95070 Dear Council Members: POST OFFICE BO~ 14275 SARATOGA AVENUE Re : Bed and Brea!cf ast I would like t~ add a little historical perspective to the current debate over bed-and-breakfast uses and to suggest t::at the idea of acceptir_g paying guests in ones home is not as un-Saratog- an as some opponents are making it out to be. Dating back to before irlorld ~•Jar I, and into the 1940s, there have been at least a half-dozen such uses here, probably more, and this at a time when Saratoga could claim at the most no more than 2,000 residents in the mailing area. The term, bed and breakfast, had not yet worked its way into the local vocabulary. These were boardinghouses, purE and simple, • only they werenlt called that. They had names like The Terrace, `1'he Lodge, Orchard Guest House and Lundblad~s. The best-kno~,m was the Saratoga Inn, a commercial enter- prise, but with the o~mers liv_ng on the property. To be sure, this was a different era. Saratoga was much favored by people from San Francisco who liked peace and quiet, a commodity that Saratoga could have exported if there had been a way. People would came here for a weekend, for weeks, or for the whole summer. They could walk country roads that Zed into the hills, or engage in a blood-stirring game of croquet, or, if they were hell-bent on pleasure, could ride the streetcar into San Jose to see a moving picture. Two of these hostelries, The Terrace and Lurdblad's, are up for current consideration. The former was run by Mrs. Mary Grunsky, a genteel and gracious widow who filled a significant niche in the tvwnts social and cultural life. The latter be~r;rne something of a legend in its o4•~n time through the ministrations of Mrs. Hazel Bargas, who, into her late eighties, was serving Sunday dinners there to the public. • ci ~M r1 Feb. 27, 1337 Saratoga Council page 2 So the question becomes, how can this concept from a gentler and less-hurried era be applied today without sacrificing surrounding neighborhoods on the altar of property values? Perhaps there is no way to reconcile two such di~rcrgent concepts. But I caould submit that anyone who is going to accept paying guests in their home, or anywhere near their home, is going to be just as interested as the neighbors in seeing that decorum is maintained. Maybe more so. Given the degree of surveillance that the city is capable of maintaining, I donut see a bed and breakfast as a potential cancer in the body politic. I thin;: the advantages far outweigh the disadvantages. Once they served a useful function here. I think they could again. • ery truly yours, ~I ;~ i i ~: ~: / ~ ~ ,- j - I WILLY I. PECK LJIP/p u ... _ _.:~;~;1; .. ;~., :: ,. .. r ~ Monday, March 2, 1987 • TO T`HE COJNCIL OF THE CITY OF SARATOGA: Late Friday, February 27, 1987 I learned that a "flyer" had been inserted in the Saratoga School newsletter or newspaper that is sent home with all of the children attending the Oak Street School. I' was able to obtain a copy of the "flyer"' over this past weekend. Enclosed is a copy for review by the City Council. The copy sent Home was on deep yellow paper rather than the white. The "flyer" was not signed. thereby giving the appearance of being authored and sanctioned by school officials. At 9:00 a.m. Monday, March 2, 1987 I visited Saratoga School and spoke with the principal, Lisa Akers, about this matter. She said it was with her approval and the approval of the Superintendant of Schools,, 1"sichael Felice,. that the "flyer" could be sent home with the children in the school newspaper because, after all, it was just a notice of an upcoming meeting. I asked her who the author of the notice was and she stated it was Jill Hunter. T would have no objection if parents talked directly to one another about the B and B issue. What I do object to is school officials per- mitting ind7.viduals,who are trying to advance a cause, to use the schoo~ giving tYie impression that the school sanctions their point of view. 7 think this is an improper use of the school. Had a parent signed the notice, we might have another situation. However, I do not believe ;private individuals are allowed to send messages in school newspapers. Since t)ie school has now become involved, I can only assume that the message given to parents of the school is similar to #3 item or Mr. Raamat's letter. to the City Council dated February 24, 1987 which I have c:ut out and made a part of this letter: 1~ ~) 1"he Oai; Street school appears to be included in the SC>~:- ft redefinition zone. Why'% The change in the coning would con-- ceivably ~~rovide sort of "legitimacy" for eminent domain con- demnation and closing of. the school with subsequent possibility of an hotel development on site!!!! We do not need to close schools to build hotels! // I do not believe we have amateurs in opposition to the B & B issue. Frorn what I have observed, we have "professional agitators" who know how to side-track people acid create fear in their minds. Respectfully submitted, • Ann Fitz morons __ _. _ __ 4 ~lE~~-~ ~~~~ ~~ 5~~~ o « ~ct~~ I ~z+S SGU- C~`~Lr Cc.. ~-~ CD LLf> G f ~ l,(.2 I I C D 1~ S 1 C~PJZ ~~ (~~ -~ s~-~ en s ion o~ ~ o.~ a~-o9a vc.Q,Qa~.e- i s~o -~~~ i- .~.yd~~ ~ ~~~s~t I,I ~ ~o S~ ~~ c~ ~ cL -~c~-~fi Gt I I o ~. ~,t~ l e d ~,c I~-e k- i ~C.~ C.~,~,~ ~ e~ fb Opp a-~-e . S a~ a~o~ ~- ~ _ f ~'~~ ~cl~ccl ~is l~~~f~!~ I(~~~ moo -~~o i ~,~C~ (,t~.C-C~~ ~ ~ ~ I S ~eC,15 i O ~ GO (.~ IU ~~ GLUE Gt.Y~ e I~ 0.~1 !~'l 0 (.c..D I ~~t. ~Q G F" O r') O L~/' ~GI~~G ~ ~ ~~t°Q~~ Y1~1 Gl~ 1L (.IO LC/1 ~'u- ~ 'tom!J GL.i~S GU.t.GL ~ ~CL(1 I a G~-~ P~GC..~ `I~~ ~ 5 i ~iti~o-t-~a.~.~ v~.e~e~+~ v~g ~Tc.Q,Q, .,~.e. v.~ 6-v~c C~2 c~ ~1 a c o ~ c ~ i~c.:e c ct~~'r y ~n ~~ l ~~I CY.~tJ~ ~~c.,~ J sG ~Z o 01. ~cc~ P_vr ~h2. sLl~oo~ Y ~11~e Cc.Cc,1 ~~~I ~~~cE '~I~e School needs c~e~u~ conc.e~,~ ~ ~ C March 1, 1937 • Saratoga Cit;- _':.ouncil Saratoga, California Dear Council Members: :-Je wish to voice our strong objection to extending tt-ie business district boundries. the moved to Saratoga over twenty years ago. As I :;rew up in San Jose, I always wanted to live here. It was a quiet small town with all the charms that entails. We've watched the various parts of our valley change over the years. It literally makes us sick to. see progress as defined by business interests. irJe still remember the Alameda, Willow ' Glen, Hester and Burbank areas prior to development. This was one of the most beautiful spots in California-- thirty years ago. :°Je beleive there are more than enough beds in Saratoga and it's environs. '~^Je have La Hacienda, Toyon Lodge, our own motel, and a nice new hotel. We have two wonderful bakeries, several breakfast spots, and a coffee store; all inviting and charming, especially on weekends. 6ti'e don't need more and varied lodges, bed and breakfasts, stores or anything else. Ask visitors what they like about Saratoga: It's a small quaint. Town: Personally, we moved from the golden triangle two years ago to within five hundred feet of the proposed new boundry. 6Je didn't want to be in toarn. We certainly don't want to be in the business district in the near future. We don't want the • noise and- partying that is common late at night around most bed and breakfasts, lodges and hotels. we've. stayed in. We don't need strar.5ers wandering through our yards invading our privacy. This is frequent enough already. :fie have been slo~frly renovating Seven Oaks. ,for our personal satisfaction and, we hope, the pleasure of the community. It has been fun and interesting, sometimes quite challenging. We cannot imagine someone buying an older home without realizing the work and costs involved. we certainly don't beleive this an excuse to turn it into a business to help pay the costs. These homes should be preserved for future generations as homes, their origional purpose. Persons contemplating these changes should have the decency to consider what effect these changes will have on their neighbor's property and lives.=~ We should _ also note that these people .live in other areas of Saratoga,, and not adjacent to the properties involved. Therefore, ore would strongly urge, no beg, the Council to vote against this travesty on our neighborhoods and the city it- self. Keep Saratoga charmingly quaint and small. Sincerely Lawrence A ruzzi • ~~~ ' e en ruzz n C~ C C l~~z /9~~ ~~~ - ~~- . .%~ ~'` ~ s~~ cry-~-~ ~~~.6-r~-~ ~(.. Gam- ti~- ~/,~. ~ aZ~°-~-`- ~ ,~~~~ ~~ ~- ~ ~~c ,, ,, ~ ~ ~~ ~~ e -. ~~ ~~ C March 2. 198: Mayor Joyce Hlava 1733:3 Frui Iva 1 e •A venue Saratoga, CA 95070 Noe 1 lane 14611 Aloha Avenue Sara toga, CA 95070 Lear Mayor H1a va: ~, Y b..J/aN^^ ~ rM1 ~./.~ . ~ j 1~.fa ~' a, j, (i ~ ~ • I wish express my opposition to the Bed and Breakfast issue that is before ,vou. Unfortunily business commitments make ii impossible for me to attend the March 4th City Council meeting in person. Briefly, it is my opinion that Introduction of obvious commercial ventures into residential areas detracts from the nearby property values; spot zoning has always rewarded special interest groups at the expense of the surrounding property owners. Arguments suggesting that historical properties would be lost without special favors fails the test of observation. Many historical properties lying within the proposed SUU foot extention area have been, or are being, restored for their intrinsic real property value, rather than a theoretical value. and have become great assets to all Saratoga. I urge you to vote against spot zoning. Please preserve Sara toga neighborhoods f or Saratoga fami 1 i es. S'nc rely you s, Noe 1 k'ane • . - c ~ • February 26, 1987 ~~~ Kai s ~~~7; Honorable Mayor Joyce Hlava and Members of the Saratoga City Council 13777 Fruitvale Avenue Saratoga, CA 95P17P1 Dear Mayor Hlava and Council Members: Every Sunday, the business section of the Mercury News features the Average and Median price of homes in the Valley. Each week Saratoga vies with Los Altos Hills as the most expensive in the Valley....and Saratoga tops the list most weeks. Cost of homes is not the issue nor is it in any way a form of bravado or who can afford what. It is a issue of perceived value! The buying public perceives Saratoga as one of the premier places to live and the property values bear this out. What you get that differs from most communities is an ambiance, a feeling of comfort of the old and stable that has been well preserved. This has not happened by accident. It is the result of alot of careful planning by past generations in our community. And, of course, it has been facilitated by our City Government in the form of • protecting our residential and commercial sectors by wise laws, zoning and planning. "Spot Commercial Zoning" has not been allowed in any form regardless of the name you call it. This clear separation of commercial and residential is a key factor in helping Saratoga become the desired Community it is today. Whether the Village Plans' Consultant proposes a "historic overlay" that extends outside of the Village with "special incentives" to promote preservation of designated historic structures, or the proposed Bed & Breakfast plan of the Heritage Preservation Commission, or Conditional Use Process, or change in Village Boundaries, or change in zoning, or any other name one wishes to use - if we allow non-residential use of homes in residential neighborhoods, we are destroying what is a vital part of Saratogas success. We destroy the co-operation, coexistance and proper balance of residential and commercial....and most importantly, we lose the trust that exists between the people and the government. This is the trust that you will protect the integrity of our residential neighborhoods. This is a bedroom community - not a City of Commerce nor a City run by a tourist economy. Commercial use of homes does not belong in residential neighborhoods. This is not a novel idea. Most of the communities in the Valley (Cupertino, Los Gatos, Los Altos Hills, Los Altos, Menlo Park, Palo Alto, Hillsborough, Saratoga) share a common characteristic - they have a clear and undeniable separation of Commercial and Residential. They do not let B&B's in residential • neighborhoods. It has worked well for years and it will serve us well for the future. C C Page -2- CJ The suggestion that the preservation of our designated Historic homes in Saratoga is dependent on special incentives that should include allowing a home in a residential neighborhood to be changed to a B&B or other commercial use is simply not appropriate. It is a contradiction with the best of what Saratoga has to offer today - the strength and stability of our neighborhoods, both old and new, residential & commercial. To request that entire neighborhoods have their residential nature change, not to mention the value of the homes surrounding the B&B, to fund the cost of restoring a home is wrong. Saratoga and their residents can not afford such costs. Suggesting that I fund another persons restoration costs with the decreased value of my home and the loss of my residential lifestyle in my heretofore residential neighborhood is not an option that I desire - nor the majority of people in Saratoga today or past. To discuss why anyone would object to a B&B next door to their home is not necessary. The issue is not to find "what" commercial uses are acceptable in residential neighborhoods.....rather it is to maintain our continued separation of Commercial and Residential. Living in a fine, old historic neighborhood adjacent to the village is worthwhile despite the endless "battles" we face from those who continually view the Village Boundary as a place to push further commercial growth rather than a point of demarkation. Regardless of th~ pressures, we will continue to promote our neighborhood as having the best of both worlds in Saratoga - enjoying our Village as well as a fine old residential neighborhood....and this includes protecting both from infringement by the other. We are some of the most ardent supporters of preserving our heritage - in ALL forms. For this reason, we oppose the B&B proposal. As well meaning as the Heritage Preservation Commission is on this matter, it simply is not the correct incentive/promotion of historic preservation. It merely promotes "Historic change" from residential to commercial use of a former home. We respectively ask each of you to deny this proposal. Further, we request that you specifically state in the General Plan that commercial use in residential neighborhoods be forbidden and limited to designated commercial areas. In this way, perhaps we can stop having to join the "Battle-of-the-Month Club" to continually fight against the then latest commercial encroachment proposal in our residential neighborhood since such proposals would require a change of the General Plan. Thank you for your just considerations. ~i Sincerely/, ~ >C~~ Greg and Betty Ann 20379 Saratoga Los Saratoga, CA 95070 ~~ Grodhaus Gatos Road cc: Members of the Saratoga Planning Commission ~ c TO THE COUNCIL OF THE CITY OF SARATOGA: Re: Bed and Breakfast Establishments Hearing March 4, 1987 On January 12, 1987 I, along with others, wrote letters to the City Council requesting a public hearing before the City Council with respect to bed and breakfast establishments. This hearing has been scheduled for March 4, 1987. The purpose of this communication is to respond to letters in opposition on file with the City as of February 25 and to articles appearing in the Saratoga News of February 25 (copies enclosed). I have also received one telephone call from a property owner on Lomita. The letters in opposition to B and B's and the newspaper articles contain such words as "hotel" and "commercial" which are misleading. I believe it is important for the City Attorney, at the March 4 hearing, to explain to the audience what this proposed amendment is and is not. The property owner on Lomita stated she and others in the neighborhood were concerned that this was an attempt by developers to commercialize Oak Street and surrounding areas. She stated she had no objection to the "Lodge" on Oak Street becoming a B and B because "It has always been a bed and breakfast." She remembers having had dinners there. She preferred that we go in or. a use permit and not change the ordinance which might open the door to commercial zoning. In response to Mr. Grodhaus' statement about the number of cars that will be going in and out of a B and B and the safety of children playing, the number of cars would be about the same whether the property is a private residence or a B and B. It is the number of bedrooms that pretty much determines how many occupants live in a house. The "Lodge" has six bedrooms and five bathrooms. A property owner is more likely to rent to a family with older children (who probably drive) or to all adults. The most revealing statement made by Mr. Grodhaus is "...what right to they have...(to) earn a lot of money...?" If one reads between the lines, one can often discern where the person is coming from. Of course, in this instance, one does not have to read between the lines-- one need only to read the lines. Incidently, he has more optimism than I with respect to making a lot of money operating a B & B. J With respect to inns "...reduc(ing) the market value of nearby houses," Mr. Grodhaus and Mrs. Rowe need to get together. Mrs. Rowe states in her letter to the City dated February 10, 1987 that extending the boundaries 500 feet from the Village Boundries would increase the value of her property "2 or 3 times." Apparently, she and Mr. Grodhaus are not in agreement as to what would happen to property values. Enclosed is a copy of the Heritage Survey Index which was provided to me by the City. I have made a study of the historical designations on this index and to the right of each designation I have made comments Page. 2 Bed and Breakf~s,t Estabaishments as to my findings. The potential for B and B's outside of the Villag for the most part, is not great. There are just a few properties tha~ would qualify and they are primarily on busy streets: Oak Street, Saratoga Avenue, Saratoga-Los Gatos Road, Saratoga-Sunnyvale Road. The potential for B and B's within the Village is even less. Realistically, number 17, 19 and 20 on the Heritage Survey Index appear to be the only possibilities and #17 is a condominium situation with six different owners. In sum•nary, we are not talking about any earth-shaking impact on the City of Saratoga if B and B's were allowed outside of the Village. Betty Rowe states she has lived in Saratoga 3~ years. The Kahles have lived in Saratoga 31 years and we have lived in Saratoga 30 years. We are not "fly-by-night" operators who want to swoop into the City, make a bundle and leave town. The Kahles have a large family and we have a large family; many of our children are property owners in Saratoga and are permanent residents of Saratoga. Our roots are here. We are concerned about what happens to Saratoga and. its heritage. What does the City have to gain from all of this? A preservation of its heritage and therefore a promising future founded on its historic past. Respectfully submitted, Dated: February 26, 1987 ~~~/.,~ ~ ° Ann Fitzs' ons ~~~d~ [7 n INTENT OF COMMISSION'S POSITION ~5~1~~'~0.~ 1 . Encourage o~ 4-Ei,~i~(?~I,G ~c~c~t~p.~-5 2. Preserve unique quality of City 3. 6 and B - very few qualified structures within 500' of Village Owners must operate No new hotel/inns in residential zone - only qualified structur_-es Follow process in Ordinance to qualify with approval by City Council No request for rezoning to commercial Structures must qualify also for building codes, fire code, parking requirements, other city codes. All applications to have public hearings s~ ~a~ ~~~ ~~``~' ~' ,off ~~~ ~ ~~ ~~ • SARAIOGA CITY COIINCIL ' TIME: Wednesday, March 4, 1987 - 7:00 p.m. PLACE: Civic Theater, 13777 Fruitvale Avenue TYPE: Regular Meeting CCNMITIEE OF THE T~IOLE - 6:00 P.M. Conm~ity Center, 19655 Allendale Avenue Interviews with C~nission Applicants 1. ROLL CALL 2. CERENDNIAL ITFMS A. Resolution cx~ding Patricia Mahler for Library Commission service B. Resolution commending Wilma Morrison for Library Com®ission service C. Resolution Commending Yoshihiro Uchida sponsored by Mayor Hlava 3. ROUTINE MATI~ZZS A. Approval of Minutes - 2/18, 2/24 _ B. Approval of Warrant List • C. Report of City Clerk on Posting of Agenda Pursuant to Government Code 54954.2, the agenda for this meeting was properly posted on February 27, 1987. 4. CONSENT CAI~TIDAR I - CL~iIMS A. Irvine Claim Concerning Traffic Accident Recommended Motion: Accept claim and refer to City Manager for settlement of damages. 4. CONSENT CALENDAR II (All items listed under Consent Calendar are considered to be routine by the City Council and will be enacted by one motion in the form listed below. There will be no separate discussion of these items. If discussion is required, that item will be removed from the Consent Calendar and considered separately. Vote may be by roll call.) ' A. Planning CooII-ission Actions, 2/25 - Note and file. B. Heritage Preservation Commission Actions, 2/4 - Note and file. C. Library Comuaission Actions, 2/25 - Note and file. D. Final Acceptance for SDR 1571, Saratoga-Los Gatos Rd. (2 lots) (R. ' James III, developer) E. Ordinance Adding Section 10-05.055 Relating to Sales on Public Rights of Way, Amending Sections 10-10.020, 10-10.030 and 10-10.070 Relating to Special Event Permits, and Repealing Ordinance No. 3E-23 (second reading and adoption) G. Investment Report -January 1987 -Receive and file. 5. OOPIl~IUNICATIOI~S FROM COMMISSIONS AND THE PUBLIC d A. Oral Communications from the Public and Commissions ('I'bis portion of the meeting is reserved for persons wishing to address the Council on any matter not on the agenda. Speakers are limited to two minutes. All statements requiring a response will be referred to staff for further action. In moat cases, State law will prohibit the Council from making any decisions with respect to a matter not listed on the agenda. B. Written Canmo~nications from the Public 1) Roberta Hughan, Santa Clara County Intergovernmental Council, requesting support for National Recycling Policy. Recommended Motion: Support proposed policy. 2) State Senator Bill Lockyer, requesting support for Ring Around the Bay bicycle and pedestrian path concept. Recommended Motion: Receive and file. 3)Mrs. T. G. Roland, 20812 4th St. $23, objecting to religious banner in Blaney Plaza. Recommended Motion: Receive, acknowledge and file. 4) Ellen Fletcher, Councilmember, City of Palo Alto, supporting no- smoking regulations Recoamended Motion: Receive, acknowledge and file. 6. OLD BTISII~SS 7. NEi+I BUSII~SS • A. Countywide Coordination of Toxics/Hazmat Programns Recommended Motion: Adopt Letter of Agreement. 8. PUBLIC HF~,RII~GS - (8:00 P .M. OR EARI,IIIt) A. Ordinance amending Zoning Ordinance Subsection 5-20.020(a) to include bed and breakfast establishments in the definition of "Hotel;" amending Section 15-12.030 to include bed and breakfast establishments as a conditional use in R-1 zoning districts adjacent to the Village; and amending Subsection 15-35.030(e) pertaining to required parking facilities for bed and breakfast establishments. (AZ066 003)(first rdg.) B. Ordinance Amending Article 6-10 of the City Code Relating to Alarm Systems (oantinued from 2/18; second reading and adoption) 9. CTI'Y COUNCIL TICS A. Reports from Individual Councilmembers 1) Hlava -Nominees for Senior Hall of Fame 2) Anderson -Transportation Commission Request to Support Increased Funding at State Level to.Match.Local Ta~dng Efforts Recommended Motion: Authorize Mayor to testify before Metropolitan . Transportation Commission support increased RTIP funding in counties where local sales taxes have been raised to fund highway projects. Anderson -Support for SB 433 10. C~~ SESSIOi3_ao Li~~tion -Linda Clevenger vs. Saratoga ~,"t ~~~~f ~"g~h`i z.1 .~~h ~' ;;. ~. '.,,. ` `,,~, I p e ° e e ,, ,, .:,. C~~'~~ o 0 ~ ~ `~0~~ • Saratoga School Board and Superintendent of Saratoga Union School District 14675 Aloha Avenue Saratoga, CA. 95070 ~u' •;,,:,,.;,~ ~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 "~`sr ., ;,,'`~~ ~~ (4 U8) 867-3438 ~~ ~~~~~`~`• COUNCIL MEMBERS: OFFICE: October 16 , 19 8 4 Linda Callon Martha Clevenger Virginia fanalli Joyce H/ava David Moyles Dear School Board Members and Dr. Mc Nicholas: As the representative of the Saratoga Heritage Preservation Commission, I am writing to encourage you to vote in favor of keeping the Oak Street School (a.k.a. Saratoga School) open as a fully functioning public (preferably) or private elementary school. As you are most certainly aware, Oak Street School is a valuable historic landmark. in Saratoga and the site itself has nearly always been the site of the school facility for Saratoga's children - this particular building replacing even earlier ones. We feel that once a building is deprived of its original use, unwelcome changes start happening and eventually the historic integrity of the building becomes lost to expedience. The grounds are then more likely to be sold off and development around the building changes the whole character of the site. We are aware that you must make some painful decisions and do not envy you your position. However, we are determined to try to pre- serve what is fundamental and important to the future of Saratoga, and one of these basics is the presence of the school within the historic core area of the Village and the residential area adjacent to it. Saratoga is spreading farther and farther from its core of historic vitality. Removing the historic school from that core will further this degenerative process. History is part of the educational process. Recognizing the importance of our local history and respecting our historic buildings 'is part of that education by example that we can all pass along to our children. Please consider this when you make your deliberations. Very truly yours, Sharon D. Landsness Chairman Heritage Preservation Commission SDL/bjc ., ' EXECUTIVE SUMMARY N0. • SARATOGA CITY COUNCIL MEETING DATE: March 4, 1987 AGENDA ITEM: ORIGINATING DEPT.: Planning CITY MGR. APPROVAL SUBJECT: AZO-86-003 Proposed Code amendments regarding bed and breakfast establishments. Recommended Motion: The City Council should conduct the public hearing and, after consideration of the Planning Commission recommendation and public testimony, either approve or deny the amendment, Report Summary: The proposed code amendments would permit bed and breakfast establishments in the R-1 zoning district within 500 feet of the Village boundary under certain circumstances. The Planning Commission and Heritage preservation Commission discussed the proposed amendments at a study session in September, 1986. The Planning Commission denied the amendment at its December 10, 1986 meeting. The City Council is now holding a. public hearing on this matter because it received three written request to do so. Fiscal Impacts: Attar},mnnt~. None 1. Report to Mayor and City Council (with attachments list at end of report). Motion and Vote: L e 0 O '~ f~ ~~~ ~~ ~ -~~, REPORT TO MAYOR AND CITY COUNCIL - DATE: 2/26/87 COUNCIL MEETING: 3/4/87 SUBJECT: AZO-86-003 - Proposed Code Amendments Regarding Bed and Breakfast Establishments ----------------------------------------------------------------- Background On September 16, 1986, the Planning Commisson and Heritage Preservation Commission held a joint study session to discuss possible code amendments regarding the City's bed and breakfast regulations. The Commissions reached a consensus to consider the proposed changes at a Planning Commission public hearing. The public hearing was held on December 10, 1986; after reviewing the proposed Code amendment and receiving public testimony, the Commission voted unanimously to deny the amendment. Code amendments initiated by the Commission and not recommended for adoption are not required to have a City Council public hearing unless the Council so desires or receives a written request to do so. Three requests (two from property owners and one from the Heritage Commission) were received, and the Council set the public hearing date for March 4, 1987. Public notices for this meeting have been sent to those who attended the Planning Commission hearing and posted in the Village area affected by the proposal. Correspondence received by the City regarding the issue are attached. Matter Before the Council In brief, the proposed code ame ndme nt would permit bed and breakfast establishments in the R-1 zoning districts within 500 feet of the Village boundary under certain circumstances. Such establishments would need to obtain a conditional use permit from the Planning Commission in order to operate and would have to meet a variety of operational standards. In addition, the structure in which the bed and breakfast establishment is operated must be a designated heritage resource. Further details of the code amendments are described in the November 28, 1986, memo from the City Attorney to the Planning Commission. - • - 1 ,. ., .. ., ..,. _. .... .. ,.._ - ~~ S i • Memo to Mayor and City Council Bed & Breakfast Establishments Page 2 Bed and breakfast establishments are already permitted as a conditional use in the P-A, C-N, C-C and C-V districts. They are also permitted in the R- M-3,000 district under the definition of "hotel." With respect to these districts, the normal use permit requirements would still apply; no additional regulations are stipulated as apart of this code amendment. One of the proposed requirements is that the bed and breakfast establishment be located in a designated heritage resource. To date, there is only one (1) designated resource within the area defined by the 500 ft. boundary; it is the William King house located at 14672 Oak Street. The "Village Boundary" map (attached) was adopted as part of the new City Code in January, 1986. It is necessary to point out at this time that the Village map being considered by the City Council at this hearing is slightly different from the boundary map considered by the Planning and Heritage Commissions. The map reviewed by the Commissions inadvertently included two areas that are not actually a part of the Village -parcels at the west end of Big Basin Way including the Saratoga Oaks condominiums, and some parcels at the east end of the Village, including the Saratoga Creekside development. The attached map is the correct one. Recommendation • Staff recommends the City Council conduct the public hearing and, after consideration of the Planning Commission recommendation and public testimony, either approve or deny the amendment. ~(/ /~ Yuchuek Hsia Planning Director YH/vy/dsc Attachments ~.;1. . .. _. .. Y. Village Map : ,:~ . ~ , .; r 2. Minutes of City Council meeting, 1/21/87 3. Minutes of Planning Commission meeting, 12/10/86 4. Staff report to Planning Commission, 12/10/86 - this report includes the City Attorney's memo dated 11/28/86. 5. Correspondence received regarding this ~-ndment • MemoCC O O i Di'~~ . N t- 1 11 1 i/ r /~i'~~ o II V ~ L~h,~ ~ou~ I ~O ~. ~DU~N~/otPt~/ i° ~-~.' ~ ;:. :. ,~ ~4s: ~~ ~ • ,~ o= ~ ~ x~ ~ ~ d~ ,~ ~i_'~ ,w~vf~ ~ '~ y-Ci ,. =i~ .r~ . ~ ~ ~ ~~ ~.. ~ ~. ~ '4 'Q. I ~, u., ~~~ ~ ~ ~~ ~` a~ v .r ~ ` f.. , . . / ~.... ~O a:: O ' ~ _ Kati" `\ ~ ~. •~ !I ' v ~ ~ ~ ~M . ~ `-1 I r 0 _ ~ ~ ~ ~'d" _.` .: a. T ~ ~~ _ ~~ ; E~ 1 ~_ ,• • MEETING OF THE CITY COUNCIL ]ANUARY 21, 1987 Page 4 NEW BUSINESS Continued " ' ~• • • In response to Councilmember Moyles' question, the Ciry Attomey stated that a "hold harmless" agreement was not unusual on easement abandonments; the reason for the such an agreement on Resolution 2300 was that the easement in question was for a drainage area. While other arrangements have been made to accommodate the drainage, the agreement was suggested as a safety measure in case of overflow of water outside property boundaries. This is an exception due to the nature of the easement 1. Resolution 2297 Vacating Private Storm Drain Easement and Ingress=Egress Easement offered for dedication on the Lands of Duncan (Saratoga-Los Gatos Road at Glen Una) CLEVENGER/PETERSON MOVED ADOP'ITON OF RESOLUTION 2297, VACATING A PUBLIC SERVICE EASEMENT AND SANITARY SEWER EASEMENT. passed 5-0. 2. Resolution 2298 Vacating a Portion of a Public Service Easement on Lot 56 of Tr. 6528, Unit Two, Parker Ranch Subdivision. MOYLES/I-II_A VA MOVED ADOPTION OF RESOLUTION 2298, VACATING A p()BLIC SERVICE EASEMENT ON LOT 56 OF TRACT 6528, UNIT TWO, PARKER RANCH SUBDIVISION.. Passed 5-0. 3. Resolution 2299 Vacating a Portion of a Public Service Easement on Lot 55 of Tr. 6528, Unit Two, Parker Ranch Subdivision MOYLES/I-II,AVA MOVED ADOPTTON OF RESOLUTION 2299, VACATING A PUBLIC SERVICE EASEMENT ON LOT 55 OF TRACT 6528, UNIT TWO, PARKER RANCH SUBDIVISION. Passed 5-0. 4. Resolution 2300 Vacating Public Service Easement on Lot 52 of Tr. 6528, Unit Two, Parker Ranch Subdivision MOYLES/III.AVA MOVED ADOPTION OF RESOLUTION 2300, VACATIIVG A pUgLIC SERVICE EASEMENT ON LOT 52 OF TRACT 6528, UMT TWO, PARKER RANCH SUBDIVISION. Passed S-0. B. Report from Planning Comrttission on Bed and Breakfast Ordinance Planning Duector Hsia recommended that the Ciry Council establish a date for a on the Bed and Breakfast Ordinance. In response to Councilmember Public Hearing City Attomey stated that the map presented was adopted when the Zon~derson's question, the ._ . adopted, defining what constituted Saratoga Village; the proposed Bed and grem~Ce was Ordinance would apply to any property within 500 fc, of the Village boundary, akfast PETERSON • '+ _ • .. ~: The City Manager stated that posted notices would have a map of the area involved AND BREAKFAST ORDINANCE ON MARCH 4I 1987.. p~ ~ S ~~ PROPOSED BED Councilmember Clevenger stated that the reason she voted in favor of the above motion was to • allow individuals an opportunity to appeal the decision; her vote did not imply disagreement with the decision of the Planning Commission. Councilmember Anderson asked for a reap, outlining both the old and the new be noticed; uMayor Hlava cloncurgr~ sked chat individuals affected by the m boundaries by P posed Ordinance In response to the Mayor's question, the Ciry Attomey stated that the Genera! Plan language was disjunctive, staring either commerpal or residential. Zoning Ordinance, changes were made to bed and breakfast estab! hments nacopaon of the assmandated by the Gen ~ p~~ d the R-1; in this sense the change had ahead mmeretal y been made r ~ •\ PLANNING COMMISSION MEETING Page 3 DECEMBER 10, 1986 PTTBLTC HEARTNGS~ 12. AZO-86-003 City of Saratoga, consideration of an amendment to the Zoning Ordinance Subsection 5-20.020 (a) to include bed and breakfast establishments in the definition of "Hotel"; amending Section 15-12.030 to include bed and breakfast establishments as a conditional use in R-1 zoning districts adjacent to the Village; and amending Subsection 15-35.030 (e) pertaining to required parking facilities for bed and breakfast establishments. A Negative Declaration has been prepared for this application. Planning D'uector Hsia reviewed the Memorandum of December 10, 1986, and called attention to a Memorandum prepared by Ciry Attomey Toppel. Staff recommended approval of the Negative Declaration and asked the Commission to recommend approval of this proposal to the City Council. He noted the letter received by Mr. John R. Kahle, dated December 7, 1986. In response to Commissioner Hams' question, Planning Director Hsia stated that there are only two sites within the Village boundaries as shown on the Map; there are possibly eight or nine sites outside the boundary line. Commissioner Tucker asked the outcome of Bed and Breakfasts that are financially unsuccessful; Ciry Attorney Toppel stated that the Use Permit would remain outstanding. He suggested that if of concern, the Cotttmission could condition periodic reviews regarding continuous operation as a Bed and Breakfast, as done in Second Use Permits. Wording for such a condition suggested to the Commission Commissioner Siegfried reviewed the history of this application and the three Ordinance provisions addressing the concerns of some citizens of Saratoga. The Commissioner noted that he was neither in favor of this Ordinance nor opposed to the individual application that • prompted the introduction of this application for an amendment to the Zoning Ordinance. The Public Hearing was opened at 7:50 P.M. Mr. Richazd Tyrrell, Heritage Preservation Commission, presented a written statement from the Heritage Preservation Commission. He called attention to the Memorandum of the City Attorney, dated November 18, 1986, (e), and reviewed the recommendation of the Heritage Preservation Commission; with the above considerations, the Heritage Preservation commission recommended approval. In response to Commissioner Hams' question, he stated that the buildings under consideration were built when there were no Codes; in the restoration of such buildings, non-confot~rtity with Codes may arise. Sensitivity in the application of these Codes was requested and an example cited. Commissioner Hams noted that subjective nature of the term, sensitivity. Commissioner _ Pines suggested that alternative methods of achieving the goals of the Building Codes were possible; with the approval of the Building Inspector and the Fire Chief the intent of the Codes can be met Commissioner Siegfried suggested a condition allowing City officials the ability to interpret and apply City Codes in a manner that does not lessen the safety nor the purposes of the Codes. Chairwoman Burger concurred with the term, alternative method; Commissioner Guch noted that buildings designated as historical sites, cannot have the exterior modified_ Planning Duector Hsia stated that the Housing Code, not the Building Code, was the Code that would be applied to historical buildings; however, he questioned the flexibility of a Building Inspector in applying Codes. City Attomey Toppel reviewed the three levels of regulation: - Heritage Preservation Commission Review: he confirmed that the reference by Commissioner Guch regarding exterior modification was correct; however this restriction derives solely from the Heritage Preservation Ordinance, Chapter 13 of the City Code. - Zoning Regulations: the Ciry has flexibility is these regulations through the granting of variances. - Housing and Fre Codes: these are uniform codes adopted by cities and a Planning Commission cannot grant variances from these Codes; however, as noted by Commissioner Pines, the Codes have a series of alternative methods. :'t - ,;:. _ .- ~ ~ %•/~ \ • ~6 PLANNING COMMISSION MEETING Page 4 DECEMBER 10, 1986 ' PUBLIC HEARINGS Continued •• - City Attorney Toppel noted his concern regarding the conversion of single family residences to commercial operations; he expressed concern regarding even the suggestion of a reduction of life safety regulations. The City has never adopted the Heritage Preservation Building Code. - In response to Commissioner Hams' question, Mr. Tyrrell stated that once the proposed Ordinance is passed, the Commission will see that an rnterest in bed and breakfasts exists; potentially, properties held by others will be sold for conversion privileges. He stated he did not know exact numbers; he was aware of two property owners who are prepared to initiate the _ process of being qualified as a historical property and will then approach the City for - conversion into a bed and breakfast. The Historical Preservation Commission will present the Commission with a list of possible bed and breakfast facilities; Chairwoman Burger asked that a list of the maximum number of eligible homes be prepared. Commissioner Hams noted the Village atmosphere and questioned the number of potential bed and breakfast facilities within the Village. Commissioner Siegfried stated that the boundary of the Village does not include the Kahle property; the Kahle property is the former Julia Morgan home. Current property owners have petitioned far years to convert this home into a bed and breakfast inn. This is the history of the proposed Ordinance amendment. Mr. Greg Grodhaus, 20379 Saratoga-Los Gatos Rd., Saratoga, stated that he was not notified of the Hearing, even though the proposed amendmen[ would significantly affect his property. He noted the cavalier attitude of the Planning Commission; after the investment he made in his home, the Commission is considering putting a Hotel next door. The.Commission underestimated the reason individuals purchase property in Saratoga, paying the expensive pretrtium required to buy into the community. He stated that a bed and breakfast is a hotel; it has been romanticized as a friendly inn with little activity. Tourists come to enjoy a community; individuals who use bed and breakfasts are not identified as "low users" of traffic or parking. He cited opposition to proposed rezoning during the previous year, one of the options presented by the Council and the Commission would have the property in question included in the Village boundary; the Ciry Attorney's statements regarding anon-residential use in the - Village through a Use Permit were cited. Now, the question of extending the village to include this property is being considered again. He asked the Commission to reconsider the term boundary. Ms. Betty Rowe, 20360 Saratoga-Los Gatos Rd., Saratoga, stated that this issue is very serious. She has been fighting commercialism in her neighborhood for a long time; now, the issue arises again. She noted that Saratoga is a beautiful place to live and she opposed bed and breakfasts in the City. She noted extensive renovation done by neighbors. She asked that if only one individual is asking for this privilege, the Use Permit process be used, allowing neighbors to oppose such a Use if they so wish. However, to extend the Village boundary is ridiculous. A request for a bed and breakfast is not an excuse for restoration. She reviewed the history and restoration completed on her home and urged the Commission to deny this proposal. Ms. Carol Machol, Ronnie Way, Saratoga, presented an article from the San Jose Mercury News. She noted surprise at the rapidity with which this item was being heard and suggested further consideration of the proposed Ordinance amendment. She suggested additional restrictions be placed on bed and breakfast inns: - County suggestions be followed, including the seven day limit on stay - a record of check in and check out be kept to monitor the length of stay - no sale of other products or goods - limit of four bedrooms, limit of number of beds in a room, - keeping the bed and breakfast as close to a single family residence as possible - potential parking problems be considered - owner occupancy required •. . . ;. • ~ fi t- . c. PLANNING COMMISSION MEETING Page 5 DECEMBER 10, 1986 PUBLIC HEARINGS Continued „ „ Ms. Macol's concern was impact on the community. She noted the decision of Los Gatos which viewed bed and breakfasts as commercial ventures and were thus restricted to commercial zones. She read from an article describing one individuals negative experiences of living next to a bed and breakfast. She urged further consideration of the proposal before any decision was reached. _ SIEGFRIED(I'UCKER MOVED TO CLOSE THE PUBLIC HEARING AT 8:35 P.M. Passed 7-0. Commissioner Siegfried noted that the impetus for this amendment to the Ordinance was the desire of one property owner, he suggested that the Commission reject this proposal. Commissioner Hams concurred; however, she noted that this issue has been considered for the past several years and asked that the proposal be put to a vote to resolve the issue. She apologized for the lack of notice to residents and suggested there may have been others who also would have liked to address the issue. Commissioner Guch noted she was not favorable to this proposal, viewing it as an encroachment into residential areas. While she would consider allowing bed and breakfasts in the Village, she questioned the 500 ft. boundary and suggested that such a provision would, in fact, open up other azeas in the City for bed and breakfast use. She noted that the concerns expressed by speakers were neighborhood concerns. Commissioner Tucker concurred and stated that questions addressed by the speakers required answers before a vote would be taken in support of the amendment to the Ordinance. Commissioner Pines noted the valuable information provided by speakers and stated that he would not vote favorably on the amendment at this time. Further consideration is required Consensus reached among the Commission that better Noticing on an issue of this impotta~ was necessary. Commissioner Lallans noted that the 500 ft. boundary impacted some distinctive netghborhoods and commented that probably none of the Commissioners wished to live next door to a hotel. Consensus reached that the Commission wished to put this item to a vote; Commissioner Harris would accept a two week continuance to allow additional notice in the Saratoga News. Corrunissioner Guch noted that restricting bed and breakfasts to the Village did not seem to be contrary to the philosophy already stated; the problem seemed to be the extension of this use to a 500 ft, boundary. Commissioner Siegfried suggested that the Commission vote on whether or not to extend use beyond the Village and resolve the issue. _ He noted that a bed and breakfast use is already allowed in the Village. SIEGFRIED/GUCH MOVED TO DENY AZO-86-003. Passed 7-0. 13. LL-18 Robles, consideration of a proposed lot line adjustment and site SM-34 modification to allow relocation of the previously approved building site on DR-86-044 the lot granting design review approval of plans to construct a new 3,944 sq. ft. two-story home on that site at 12906 Chiquita Ct., in the NHIt zoning district per Chapter 15 of the City Code. , Planning Director Hsia presented the Report to the Planning Commission, December 10, 1986. Planner Caldwell noted in Resolution LL-18-1, the elimination of Condition 1.; Condition 2. would become Condition 1. and a statement added stating "The applicant shall submit a Parcel Map to the City Engineer for recording prior to issuance of a permit. On Resolution DR-86-044-1, Exhibit A, delete Condition 10. Commissioner Tucker reported on the Site Visit and responded to questions addressed by Commissioners. The Public Hearing was opened at 8:44 P,M. Mr. Bill Heiss, Engineer, presented information on the creek located on the property, - - ~ -. " . ~,r C~ . '- MFMORANOl1M DATE: 12/10/86 T0: Planning Commission FROM: Planning Department SUBJECT: AZO-86-003 -AMENDMENT TO CERTAIN SECTIONS OF THE CITY CODE ' REGARDING BED AND BREAh:FAST ESTABLISHMENTS. BACKGROUND The Planning Commission and Heritage Preservation Commission held a joint study session on September 16, 1986 to discuss an amendment to the City's bed and breakfast regulations. The proposed changes were outlined in the September 12 Heritage Commission memo to the Planning Commission (attached). The two Commissions reached consensus on the proposed changes and directed staff to prepare an ordinance amending the City Code regarding bed and breakfast establishments. Attached is the draft ordinance and memo prepared by the City Attorney. ISSUES If approved, the proposed amendment would permit bed and breakfast establishments in the F2-1 zoning district adjacent to the Village. Because a conditional use permit would be required, any adverse impacts could be mitigated through the review process and conditions of approval. As the City Attorney's memo points out, bed and breakfast establishments are already allowed as conditional uses in the P-A and C (commercial) zoning districts. They are also permitted in the R-M district under the definition of "hotel". The City Attorney advises that the operational and location restrictions proposed for the use in the R-i district need not be imposed for the R-M, P-A and C districts because the use is already. controlled by to conditional use permit process. RECOP1MENDATION 1. Approve Negative Declaration. 2. Recommend to the City Council approval of the proposed Code amendment. ATTACHMENTS 1. Negative Declaration. '.• 2. Memo from City Attorney. ' 3. Draft ordinance for proposed amendment. ' 4. Memo from Heritage Commission to Planning Commission, dated 9/12/86. • •.. M, S • . ~~•, f . , -~ r ~., ,•~~zT To P~ANrdiNG COMMiS.sZG~~ AZO-86-003 Proposed amendment to City Code regarding bed and breakfast establishments. R =~.• •Saratoga ' r ~ File No: Azo-86- ' DECLARATION THAT ENVIRONMENTAL IMPACT REPORT NOT REQUIRED • (Negative Declaration)~~ Environmental Quality Act of 1970 The undersigned, Director of Planning and Environmental Control of the CITY OF SARATOGA, a Municipal Corporation, after study and evaluation has determined, and does hereby determine, pursuant to the applicable provisions of the Environmental Quality Act of 1970, Sections 15063 thr~ 15065 and Section 15070 of the California Administrative Code,;and.Reso: tion 653- of the~City of Saratoga, that the following'•described~'project have no •significant effect. (no substantial. adverse impact) on ~the• ~envirc within the terms and meaning of said Act. PROJECT DESCRIPTION Amendment to City Code to allow bed and breakfast establishments in the', R-1 district within 500 feet of the Village. NAME AND ADDRESS OF APPLICANT • REASON FOR NEGATIVE DECLARATION City of Saratoga 13777 Fruitvale Avenue Saratoga, CA 95070 No adverse environmental impacts associated with text amendment. All bpi and breakfast establishments permitted under amendment will be required to obtain conditional use permit and undergo individual environmental review. Adverse impacts associated with individual applications will be addressed through use permit process. .. i Executed at Saratoga, California this 10th day of ~•December .. ,. .. ~~~. .- ~.. c: PAUL B. SMITH ERIC L. iA RASYN LEONARD J. SIEGgL HAROLD 5. TOPPEL GREGORY A. MgNCM UK STEVEN G, BAIRD ATKINSON FARAS~N ATTORNEYS AT LAW 660 WEST DANA STREET P, O, BOX 279 MOU2`'TAI2~ VIEti, CALIFORNIA 94042 (4151 967-69x1 MEMORANDUt1I TO: FRONT: RE: DATE: Saratoga Planning Commission Harold S. Toppel, Saratoga City Attorney • J. M, ATKINSON, (IB92-1 L. M, FA RASY N. (1915-1<_ Amendment to Zoning Ordinance Adding Bed and Breakfast Establishments as a Conditional Use in the R-1 Zoning District November 18, 1986 Submitted herewith is a proposed ordinance concerning bed and breakfast establishments in the R-1 Zoning District. The ordinance basically incorporates the various suggestions made by the Heritage Commission to the Planning Commission in the memorandum dated September 12, 1986, as reviewed and modified by the Planninng~ Commission during a subsequent study session. Section 1 of the proposed ordinances amends the definition of "hotel" as set forth in Article 5-20 of the City Code (imposing a transient occupancy tax) to specifically include a reference to bed and breakfast establishments. ~ The amendment is for clarification purposes only since it is my opinion that bed and breakfast establishments are already covered under the existing language of Subsection 5-20.020(a) as being a structure "occupied or intended or designed for occupancy by transients for dwelling, lodging or sleeping purposes." A bed and breakfast establishment could fall within the meaning of the terms "inn," "tourist home or house," "lodging house," or "rooming house," all of which are contained within the existing ordinance. Section 2 of the proposed ordinance amends Section 15-12.030 to include y bed and breakfast establishments as a conditional use in the R-1 Zoning District. The list of conditions and requirements basically follows the list submitted by the Heritage Commission, with the following deletions or modifications: (a) The Commission suggested that a new use permit be required upon , any change of ownership. The California courts have ruled that use permits must run with the land and such requirement would therefore be illegal. (b) I have not specifically stated that the use permit could be revoked if the bed and breakfast is not operated in accordance with the ~ conditions of approval since this language is already contained in Section 15-55.110 of the Zoning Ordinance and applies to all use permits. ~ .. •' -1- V,}` . - _ :~:~~ (c) I have not included the suggestion by the Ieritage Commission that • occupancy be limited to not more than two weeks. First of all, this restriction would be difficult if not impossible to enforce. Secondly. the restriction would have no effect upon the intensity of use since all rented rooms within the establishment could be fully occupied at all times through a regular rotation of guests. The intensity of use is more effectively regulated through control on the number of rooms which can be rented within the establishment. By definition (Section 15-06.100) a bed and breakfast establishment is for transient occupancy only. Such occupancy is defined (Section 5-25.020) as not exceeding 30 consecutive calendar days. If the purpose of the suggested restriction was to prohibit tl~e rental of rooms on a long term or permanent basis, our existing ordinances should be sufficient to accomplish this objective. (d) The Heritage Commission suggested that the ordinance include a restriction against any structural changes to the exterior of the building. Since abed and breakfast establishment within an R-1 Zoning District must necessarily be a designated heritage resource, this restriction would already be in force under Chapter 13 of the City Code (Heritage Preservation), Section 13-20.010, which requires e permit to be issued in order to change any exterior architectural feature. (e) Any proposed bed and breakfast establishment must comply with all . applicable building and fire codes and will also be subject to payment of a transient occupancy tax. Consequently, there is no need to specifically mention these subjects, as suggested by the Heritage Commission. It should be emphasized that the proposed ordinance applies only to a bed and breakfast establishment within an R-1 Zoning District. The numerous restrictions contained in the ordinance are intended to mitigate the impact of this particular use being conducted within a single family neighborhood. On the other hand, bed and breakfast establishments are already allowed as conditional uses in the multi-family (R-1Vl), professional and administrative office (P-A) and commercial (C) zoning districts. Z~lith respect to these districts, the normal requirements for issuance of a use permit would apply but no additional regulations have been imposed. Finally, Section 3 of the proposed ordinance amends the parking Comlmiss on and approved by the Planning Commnis ntn as suggested by the Heritage arold S. gel Saratoga City Attorney • -2- . •• ~• ~~ r ~ ~ ~ • ORDINANCE NO. 71. • AN ORDINANCE OF THE CITY OF SARATOGA AMENDING SUBSECTION 5=20.020(a) TO INCLUDE BED AND BREAKFAST ESTABLISHMENTS IN THE DEFINITION •OF "HOTEL;" AMENDING SECTION- 15-12.030 TO INCLUDE BED AND BREAKFAST ESTABLISHMENTS AS A CONDITIONAL USE IN R-1 ZONING DLSTRICTS ADJACENT TO THE VILLAGE; AND AMENDING SUBSECTION 15-35.030(e) PERTAINING TO REQUIRED PARKING FACILITIES FOR BED AND BREAKFAST ESTABLISHMENTS The City Council of the City of Saratoga hereby ordains as follows: SECTION 1: Subsection 5-20.020(x) in Article 5-20 is amended to read as follows: "(a) Hotel means any structure, or any portion of any structure, which is occupied or intended or designed for occupancy by transients for dwelling, lodging or sleeping purposes, and includes any hotel, inn, tourist home or house, motel, studio hotel, bachelor hotel, bed and breakfast establishment, lodging house, rooming house, apartment house, dormitory, public or private club, mobile home or house trailer at a fixed location, or other similar structure or portion thereof." SECTION 2: ~ A new Paragraph (n) is added to Section 15-12.030 in Article 15-12, to read as follows: "(n) Bed and breakfast establishments, .where all of the following conditions and requirements are satisfied: ' (1) The bed and breakfast site must be located not more than five hundred feet from a boundary line of the Village. ;, . .:« ~... . (2) The structure in which the bed and breakfast establishment is operated must be an historic landmark, designated as such by the City pursuant to Chapter 13 of this. Code. (3) Not more than eight bedrooms may be rented within the bed and breakfast establishment and each rented bedroom shall be not less than one hundred square feet in size. (4) All bedroom rentals shall be for transient occupancy only, as defined in Subsection 5-25.020(f) of Article 5-25 in Chapter 5 of this Code. (5) No meal other than breakfast shall be served to the persons renting ~. any rooms within the bed and breakfast establishment. ~, . ••' -1- r .y ~ •, ~ ~ r . ti: \ ~ ~ `. (6) No cooking shall be allowed in any guest rooms. (7) The bed and breakfast establishment shall be owner occupied or owner operated with a resident manager. • (8) No signs or exterior lighting shall be installed except as expressly authorized by the use permit. (9) No ancillary uses, including, but not limited to, receptions, parties or weddings; shall be allowed in conjunction with the bed and .breakfast use. The foregoing conditions and requirements are not intended to be exclusive and the Planning Commission may impose any other conditions it deems necessary or appropriate for the granting of a use permit pursuant to Article 15-55 of this Chapter." . SECTION 3: Paragraph (e) of Section 15-35.030 in Article 15-35 is amended to read as follows: "(e) Bed and breakfast establishments One space for each bedroom to be rented, and one space for the owner or resident manager." • SECTION 4: If any section, subsection, sentence, clause or phrase of this Ordinance is for any reason held by a court of competent jurisdiction to be invalid or unconstitutional, such decision shall not affect the validity of the remaining portions . of this Ordinance. The City Council of the City of Saratoga hereby declares that it would have passed this Ordinance and each section, subsection, sentence, clause and phrase thereof, irrespective of the fact that one or more sections, subsections, sentences, clauses or phrases may be held invalid or unconstitutional. . SECTION 5: This Ordinance shall be in full force and effect thirty days after its •" passage and adoption. • ssss*s . The above and fd~egoing Ordinance was regularly introduced and after the waiting time required by law, was thereafter passed and adopted at a regular meeting of the City Council held on the day of 1986 b following vote: ~ ~ Y the AYES: NOES: ABSENT: . ABSTAIN: ATTEST: y MAYOP. CITY CLERK -2- .°~ c, MEMORANDUM T0: Planning Commission FROM: Heritage Preservation Commission 1 ~. , • ? .,. SUBJECT: September 16, 1986 Meeting discussion items GATE: September Imo, 1986 . ,. i 1. Bed 8 BreaF:fast ReQUlations .~ _~_ The Commission believes that bed 8 breakfast regulations can provide an avenue for use and rehabilitation of the City's designated landmark structures. If such structures are permitted to be used as b8b inns, in accordance with specific locational and operational criteria, more property i owners may reel; landmarl: designation. The attached articles from the California Planner magazine discuss factors that affect the regulation of bed 8 breakfast inns and community concerns in establishing bed 8 breakfast - regulations. After reviewing these articles and b8b regulations from other i citizs, the Commission recorimends that the following items bd considered' for, inclusion in b8b regulations for t1iC City of Saratoga: a) The property shall be a Designated Heritage Resource. There are currently 8 designated resources; the Commission believes more property owners would request hzritage designation iF b8b regulation were adopted. b.) A use permit shall be required. Anew use the property changed owners. The Permit should be required if. not operating according to code andeconditions~be revoked if the b8b is c) The b8b shell.be located in proximity (300'-500') to a commercial district or on a major thoroughfare. d) Off-street parking sFiall be provided at a ratio of one space plus one space for the resident manager. Per bedroom i e) No more than 8 rooms may be rented. f) There is a ma:iimuro length of stay of ~ weeks. g) No structural changes permitted to the outside of the structure. h) $ize and type of signs shall be limited. i) Room size shall be a minimum of 100 sq. ft. j ) No cool:. ing permitted in rooms. 1 • • , • •~ • ,.. `~ k ) The b8b o~,,~ ;hal l be subject to al l C~ licensing regulations. ~'`••~~lding, fire, and 1) The b8b operation shall be subject to a bed or room tax. -~) The b8b shall be owner-occupied or operated, or there shall be a resident manager. n) Only one meal (breakfast) st-iall be served. • o) There should be restrictions on ancillary uses such as receptions and parties. ~. Ad~~ition of Heri{acre pre;zr_ ~~{inn Re ulotions to Zoning Code. Information regarding this item will be distributed at the meeting. J • .. . ,•.~ n: ~ .. .... Saratoga City Council • City Offices Saratoga, California 85070 In reference to public hearing to be held March 4', 1987, concerning permits for bed and breakfast establishments in Saratoga: We have visited bed and breakfast inns in many areas of California, and have always thought that Saratoga was very well suited for this type of accommodation. A home or inn of this type, located within walking distance of the Village, would not engender much traffic; guests would be inclined to leave their cars parked at the home and walk through the Village to enjoy the interesting shops and fine dining available. In these days, when afters every member of a family of driving age has his own car, there might actually be less traffic if the home were used for bed and breakfast guests. Another point to consider is that these older homes, a priceless part of our heritage, can unfortunately be very expensive to maintain, often out of reach for most people. Use of the home as a bed and breakfast inn could provide the incomes necessary to preserve these fine older residences. We wish to go on record as favoring the establishment of bed and breakfast homes/inns in Saratoga. Sinc rely, _. ~~ Rot~~G. Oowie ~~ _ Virginia~K. bowie 19443 Melinda Circle Saratoga, California~.I~07(~: February 23, 1887 r.~ ~ „_ _T k. iky7r'J N~~~ ~~:~ ;~ :; i~~7 • • .~ . ,? ~'~ ~ 2 = 1987 14735 Aloha Avenue Saratoga, CA 95070 February 22, 1987 Saratoga City Council 13777 Fruitvale Ave. Saratoga, CA 95070 Re:AZ0-86-003 • Ladies and Gentlemen: I am opposed to any extension of the "hotel" ordinance to include bed and breakfast inns within 500 feet of the Village within existing R1 areas. I write as a homeowner and 15 year resident immediately adjacent to the proposed area who will have to live with changes produced by such zoning. Our home is located at the corner of Aloha and Komina avenues. Specifically, I am opposed to: (a) Zoning which would allow Bed and Breakfast inns within single-family residential areas (R1, I think). (b) Bed and Breakfast inn zoning which would act as an incentive to higher - density development or use of our surrounding neighborhood, which already gets too much t raffic and too many strangers (My favorite " Mustang car, a 20 year family heirloom", was stolen last month from the street in front of my house). (c) Any zoning change which clouds the value of surrounding property by creating uncertainty as to the character of use of property in the neighborhood due to (a) the wide latitude of approved uses (b) the conditional use nature of the permission which would subject all of us to a continuing stream of proposals, hearings and so forth. (d) Such an ill-defined area as "within 500 feet of the Village". Even those of us who have lived here 15 years and who know the Village don't know where that boundary is. It should be possible to enumerate the streets, sides of streets, and affected addresses to eliminate any ambiguity whatsoever. • (e) It is contrary to previous City council action setting a precedent to limit commercial uses to the Village Area as recently in the Young Gallery issue involving the large house on Saratoga-Los Gatos road, I am not opposed to Bed and Breakfast inns within the existing commercial areas of the Village. Arguments that Bed and Breakfast inns be allowed within multiple family zoned areas may have more merit, such as along the Village side of Oak Street, or along 4th Street. But I would have to be convinced. Thank you for taking the above views into consideration. Sincerely, ~~ T omas A. Tisch TAT:t •I .. ;,.;~ 3i .i• .. ,. BETTY ROIdE, 20360 SARATCGA LOS GATOS RD. SARATOGA 867-337+ DE'03L T?iE SA?,ATOGA CITY COU?•:CIL MARCH 4 IS A PRGPOSAL TO EXT~^.+~i?D TzE VILLAGE BGUrI]RI1S 500 FT. TO ACCOi•1I~ ORATE Br' AND BRLAIC^AST. I HAVE MADE A STUDY OF OUR LOCAL CITIES TO S'E THEIR VI~:'1S. HILLSBOROUGH r10 COMMERCIAL AT ALL SIT?GLE FAMILY D?~1ELLI~?GS 0?ZI,Y r;oNE ~~LTQS HILIrS NO COMI~.ERCIAL AT ALL SINGLE FAMILY DWELLIP?GS OILY NCr^~ Z~~LTOS A'OT Iri RESIDET'TIAL AREA 0,".ZY ALLC;•1ID Oti THE EL CAMIP?0 idHERE MOTELS AriD HOTELS ARE ZOr1~` MUST APPLY FOR A USE PEF.NIT r1oNE - ME?~'LO PARK r10T IN RESIDErITIAL AREA ALLO,:'~ Ir1 MUFTI ZOPIED USE SIr:ILA°. TO BCARDIi'G HOUSE AND HOTEL MUST HAVE A COrnITIOidAL USE AIdD USE PERMIT Nor?~ . PALO ALTO NOT IN RESIDENTIAL OR DUPL~S ZONIN O.K. IN COMMERCIAL, GEIv~RAL MANUFACTURING AirD tiULTI FAMILY ZONED ••~ T`rJ0 555 LITTEN & COWPER & FORREST SAIT JOSE ALLG`rtitED ONLY DOWNT041N IN riULTI FAMILY ZONE BUILDIIIG P;UST BL HISTORIC AND HAVE ARCHETICUR r4ERIT ~ ~ EXCEPTION ALLOklIDi BY PLANN~' DF.VELOPEMEiJT PRCCEECURE. EXAMPLE GLD VICTORIAN AT 19 th & JACKSO IT PASSID ALL THE RESTRICTION, BUT HAS NOT AS YET APPLIID FOR A USE PERMIT NOi'E CUPERTINO'?'1: ~~ 0 NO CODE. BRING PARCEL TO PLANNING DEPARTMENT Ai~ID PROCEr' FROM THER; NONE LOS GATOS :?OT IN RESIDENTIAL AREA ALLOI~IID IN DOWNTOWN COI~TiERCIAL AREA WHERE Z021ID HGTEL MOTEL id0i~'.E IF YCU LOOD CLOSELY AT MY REPORT ITS EASY TO SEE FRIME REAL ESTATE HAS THE MOST RESTRICTIONS . I ALI~JAYS THOUGHT SARATCGA IdAS PRIriE REAL ESTATE .. THERE IS DOCUME:iTID RESTORATION OF HISTORIC HOniES Irt MY NEIGIiBORH00D IriCLUDIriG MIr1E BY THE PRIVATr^, SECTOR. I DO NOT AGR+~, Arln ARE AGAINST THE PHILOSOPPHY THAT THE ONLY WAY TO PRESERVE HISTORIC HCPIES IS TO MAKE THEM INTO BID AND BREAKFASTS ,,OR ANY OTHER ~ COMMERCIAL ::.. DEVELOPr^N, IEriT -' ~~ _ .~ _ f 2I~i:.c'~i tD FE B ' 10 1981 I A*': BE'TTY LOU ROWS. I LIVE AT z~35o SARATOGA LOS GATCS RCAD - 0. ~ ~T~L~~f~;"~r; ^~~'~; ~ ~.,~:7 BEAUTIFUL GATFI;AYS INTO SARATOGA. 0*I THAT DID r;OT CCST TH^ CIT'_' A P",:*IY FG? T??EES A1TD ME'DIAIT STRIPS. 0'.E THAT HAS IMKE"'QE HISTORICAL VALUE A?~'D Ar'.BIAYCE - C::E 0~' THE REASOA'S WE ALL MOVED TO SARATOsA. i HAVE FOUGHT 20 HARD YEARS.. TO KEEP THIS GATEWAY FRCr; pEING CGr?rERCIAL. KEPT THE' OLD HOMES FROr1 BFIr1G TUR'~1L'D I?'TO A RESTURA?''T API7 A STCCK BRO?{^RAGE .KOL'SE. N0~,1 IN 0'`'E FELL SWOOP YOU ARE GOIrtG TO ERADICATE ALL OF MY EFFORTS AI~^J WE WILL HAVE TWO B~ A;3D BRE'A.s{F'AST DW,^LLI?,TGS AT THE GATEWAY TO SAF.ATOGA - OF COURSE UNTIL THAT BECOMES ECONOMICALLY UNSOUND - THEr; WE car; L00'r: TO OTHER LESS RO'~;AI+TIC DE'VELOPEr;ENTS IN THESE OL7 HONES. ATO!+1 I CAN 1\TOT DO THIS ALOr?E. IF YOU DO NOT SUPPORT ME -YOU CA"' BE SURE MY P'EIGHBOR WILL BE A B~ Arm BREAKFAST LEA'JING Mn N0~ CvOICE OTHER T:?AI; TO BECGME 0~'E TGO. YOU MUST QUESTIOrt MY RATIOr:AL. WHY WOULDN'T SHE WA?iT HER PROPERTY WORTH 2 OR 3 TI*".ES AS MU.H? EXT~ iDIr'G THE BOU*IDRIES 500 FEET FP.Or". THE VILLAGE SCUrrDRIES • WOUIJ DO JUST THAT. I'`' ANS~1?;RE TO THE QU}=,'STIO*: - T'riIS IS OrTE 0~' THE MOST BEAUTIFUL STRECHES OF ROAD'stAY ZN THE WORI~7. T:?ES~ OLD HO",ES GO BACK TO 1911 MINE 1904. TWC FAMILIES ACROSS FRO:? ME HAVE n~'STOR~ THEIR HOMES, DR ABRUZZIA ArrD BREGriO??S. THEY SEJ THESE HOM'~S AS A WAY OF LIFE ALMOST FORGOTT~*. .ALSO I'N; A NATIVE OF SAr' JOSE A?v~ SECGATD GEPrERATIOI? CALIFCRNIAA' I'VE LIVE IN MY HOME 34 YEARS A?~~ HAVE A FED, FOR THE TOWN OF SARATOGA. I HATP~ TU S!~:~, IT 7IS^HUYi~:;). _ . ~~ ~.. ~ ,. ~. u CITY OF SRRRTOGA HERITAGE RRESERURTIDN CDMMISSION AGENDA DRTE_ Wednesday, March 4, X987 - 3=DD p.r~. PLACE- Saratoga Cor~rounity Library Meeting Roors 1356D Saratoga Avenue, Saratoga TYPE- Regular Meeting ------------------------------------------------------------- I. RQUTINE ORGANIZATION ./ ~ . R o 11 Ca 11 ~- ~1 h~ ~ ~~1~ "'-~ ~/'6. Approval of Minutes of Z!1 $.'87 C. Posting of Agenda D. Oral CoMMUnications II. OLD BUSINESS • Bed B Breakfast Ordanance vB. Heritage Resource Inventory . III. ITEMS INITIATED BY THE CDh9MISSIDN IU. ADJOURNf1ENT • 7 4 ~Il~~~Q~ } • C I l'Y t]F SAF<N'1"t~iC~~, HEF: I T'~6E FhE~EF~V~-1T I Clhd CC.ih9!"I I ~~ I 0!V f~l I f~ltlTE~; IiF~TEe 4Jedi-iesday, F'ebr;..iai-ty 18 q 1Rl7y ;3:OC_r f~''.h1. PLF,CE u Sai-atc+ga Cc+rr,rncirii ty Library h'feet i rig Ftc+om q l~~~ib ~.i-~r~itc+ga f~ti•er-ir_rry, ,^,G,ratc+g~i TYF~Eu Regzrlar mEetii-tg I . F:OLI;f' i CVE__~1F:~~~hJ I~f~'I" I C~l~d ~. F:c+l1 Ca11 F'reseiit: Arrsnesy ft~:c+eperi-iif=:4 Heid., ~1c+ester-p Camcrc+ri • ~-ibseiit „ Laiidsness y Tyrrell f be+th e::cUSed ? Staff z Ye+uiig Ei. Apprc+~aal c+f h~fin~ctes c+f ~--4--;3'7 Fussed unaiiimc+usl;r 5taf•f• nc+ted that agenda had been pasted at tf ie cc+~.-nc i l chambers c+i~ ~-! 3-~7 . C. Orel Gc+m(r~~.rnicatic+ns h~fC+i ie T I . UI_U EMUS I h~JESS Ft. Hei-itage fesc+urce Ii;•v~eiitc+i-y There vas general disc~.issic.+i-t an wr-itii~g the physic~-tl. ciescriptiari c+f i-esc+r_rrcr-_~s. (rG(TilrilsslC+'iiel-s dl~~cusSed i`E:<~E?61rCh dC+i'lf? C+n t{'iE? Y"'E?+=sC+lAi'"(=E? ii-i~,~enf:c+i-y and 44111 cc+ritiri~-e wic+r~::ing c+n their assignments. • ,.. • III . h~E4d ErU~~ I h~1~C5 A. HF'-12 ~. 'Jc~este~- gave ~ br•i.et bacL:grc~ur•~d ors the application. Tht= year cif constructia~,-r will i-e~acl r_..1~'t~>i, ,.~r~d clari.•~'y tf,at the n~,ar°lcer lraas 17ui1t i•ri 15'tac?. i"i.•'C 4'oester!}~:c~f=per°ni.l~: •ta ~ ec:r_~mmc~t~d tc, the city C:c:~~!~tci7. apprc+•~'al of the r~esigt•iatioY-, cif the ai-c-ttc~g4, Vc~lc.ti•-,tcc~~i- F'irFa L{e11 as ~ hei-it~ige reeoc.!rcey b~r~~cd can •tt•}e folloit~ing fi.r~dingse 1) "f~he Caratoc~a '.~olu•i~,teer f=i+-e Sell ~ efl.ect._> ~ special element c•~' the c~.~].turalq =~c~cial,, pc.~itic<:~l and eisgit•teering histoi-y of the City, ~) The f=ire ~e11 is identified witl-, perao~is and events significant in local and C~~41r1't"}~ t-,istory; and 3> The 1= a. a- e Eie l l i s a v i ~~ a ~, i f e.~'t ~.~r car t h a't c o a t t•- i. to G.~ t r:•~ s to ar-~ establisl-,ed histr.~ric ai-ea ai'' tt-,e C:;it,,~. Motion passed urtai+imc=-..ts1y fit„ HF'-iC hla.ssioYia~"y' Sc:tt:lerr,ei-Yt xouse. Es. t,'aester gave brief bacEcyra~.~nd a~~~ ti-ie applir~~,ti.oi~. 'The ceimmissian d3sGLis=ied the importaYice of tFie-~ s•truct~.sre to the tJi l lave a~-ea. M: 5 L"amerce r ,'Voeste•r- to recommend to the City Cour,c i 1 app?°oval of the desiyi~ation of the Mir>sioi~csr-y Set:tlerr,ent HoG-se as a t-,eritaye resource based o-r~ the follo~~~iny findingse 1) l"t-,e Cett'lerfYent House e>:err,plifie~•s special elemeY7~ts of the cultural q soci,sl y ecanc~rnic <_~nd arcl-titect.ura'1 history of tttcS City. :_') Thc-~e SettlemE=Y7 •t Ho~..~se embodies di.stiY•ictive chart-~c•~:e~•istics r_~f the G?~_~F_-en Ati°iri~s.~ Cottc,ge ~:,Y-chi•tectuY-al ~•ty1e:~ and .3> The 5ettlerr,er•,t House is ~.~ structure ~~stiich • cantr-ibutes to the c.ir-,ica~.~e pti•y~'sict:,l ch~ar~.,cterir~.tics r-epresettti•,-~g the estal-ylished t,'illage area. Lotion passed ui~animausly .~ t~ IV ITEh'fS IIVI-flCn'TEU EiY THE LQh•1h~yT.SSICih.} (~, Fied acid Eirea4fast Qr-dii~cr-,r=.e Ge;-;eral discussion of-i tt-,t-} S=C~1-1Ceril 't;hrt'!- same cc~mmur7i'ty mFrnbers dc• i-iGt fu11y ui-,dtrc:t~tnd tfie ii-,tt~r~itir_~i-,s of t:ht•« c c~ rr,rr i s s i r_~ i-i . Villacae h~law -. i-~::visiaii of bot_ti-idarie= V, 1'c~~.tng st~.tted tl'~at 4wlie fC~~~nd 'the cc<ri-ect neap aid that the cammissir_~r~ ahot_tT.c1 c-td just their- mad, accc+'i-dingly. V 'Yo!.tiig stated that shF~ wi l ]. be }casting riaticc:~s reg~.ti-ding tt-~e u~;corr,ii-tg Cr.~ui-icil he~nii'-,g, General disct..tssion an pt..tblic he,:arii-ig i`•1ai-cl-t 4,1~?l3';'. t_. (si;si-ies will firiali~e a statemer-,t for Citt,: Coui-ic:il tc~ be ii-iclud~d in their- }~acF::e~t. Ej . l:i e r143 i- c l d 1 z C t_I a ~ :t C~ l`1 ~+w1- _ _. - t , ! , i, ct r- _ G'~' . `.'-"'+ a;- c=1 t C+ g e"1 ~ C: l"l a a 1 , h'!/S '~~ae~s'F:eY'.~~'ii4=.lle~- to IrSrltc ~t letter to [<halr-{rlci7'1 G.f. Uaard of Ti-uC~tees- Sar-~:ttc~g~., Union Schaal Uis'trir_ty in suF,~aart cif saving Sarcytog~:t Schcic~l a.. a school. The school should be }~rr~=.ervFSd for- thEa fallowing reasr_~i-is v 1? it is arcl-;iteci.ur-alT.';~ significant ~7 eda_tcatiorir-~1 advaritaye •4"c~r children - the buildi.i~g is "living fii~.tar-y" 3> has been made ea•rthc}t.ta4cca safe without destrayirig it'=_•~ Ai-chi•tt=c_tt..tral Ii+tecTi-ity. 4? contribt_ttes to tl-ie f1,=.tvor- of the community 5 7 i s over s i years ct 1 c:i hlatiaii pa=sed ur,aiiimat_ts1y. • I V . Fid j ot..tr i ~men'L l"h-ie nieetiiig av~ts ad jau'i-ned at 4:4~ F'.h'1. 'T-he ne;;t meeting wi 1 Z be held on Wednesday, March 4, 1'8'7 at Set:>f~ F'.h'i. • Respcct:~'u11y' ~;irt~rni~.teri» He,a1-•hct- ~ bJi Dart "ecr-et~~r-y • ~ e • Oo 1~(D~D ~ ~c~J111sJS~~c~1 • ~~~~ ~ ° ~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 (408) 867-3438 MEMORANDUM TO: City Council -• DATE: 3/4/87 FRO M: Heritage Preservation Commission SUBJECT: Proposed Code Amendments Regarding Bed & Breakfast Establishments (AZO-86-003) ---------------------------------------------- At its meeting of February 18, 1987, the Heritage Preserva tion Commission discussed the upcoming Council hearing on the proposed Code amendments regarding bed and break- fast establishments and decided to prepare this brief memo outlining some of their concerns to the Council. The origin of the bed and breakfas t proposal lay in the fact that, al though the City of Saratoga has adopted policies and ordinances supporting preserva tion ac tivities, there are virtually no incentives for property owners to preserve historic structures and designate them as heritage resources. The proposal to allow bed and breakfast establishments in historic homes that may qualify as heritage resources and are - immediately adjacent to the Village commercial area was identified as one possible incentive to encourage property owners in that area to participate in the preserva- tion of Saratoga's heritage. The Commission reviewed planning literature and ordinances on bed and breakfast uses from other communities to determine the most appropriate approach for Saratoga. Be- cause it was always the Commission's intent that the conceit have a very limited application in Saratoga, the Comm~.ssion recommended very strict re lations for bed an reakfast uses. For example, the use must be operated in a designated resource by the owner of the property, must obtain a use permit from the Planninq Commission throu h the is hearing process, and must meet all building and other applicable ity codes. The Commission believes that it is not the intent of the amendment to "canmercialize" the residential neighborhoods around the Village. Many small communities in Califor- nia have successfully implemented bed and breakfast programs with minimal impacts because each application is carefully scrutinized during the public hearing process. The concept can serve many purposes - it encourages visitors to stay within walking distance of the Village, provides needed revenue to the City through the hotel tax, and creates an incentive for property owners to restore their historic structures for the benefit of all Saratogans. We urge your favorable consideration of this amendment. VY/dsc _ ,. ~ ~y_ DONALD J, PROLO, M.D, 20471 FORREST HILLS DR. ~t{3 ~ •''- jg$7 SARATOGA, CALIFORNIA 95070 February 15, 1987 Mayor Hlava 13777 Fruitvale Ave. Saratoga, Calif. 95070 Dear b~ayor Hlava: Today we have learned of an effort by some Saratoga officials to extend the Village boundary 500 feet to permit com- mercial ventures in an area that includes our home. Now less than three weeks before the Council will decide, our knowledge of this radical de facto zoning change came not from the City but from other concerned neighbors, We are outraged by this proposal and object vehemently to the effort to allow commercial ventures in residential areas and to this specific boundary extension which would include our home, Sincerely, Ot.J ~1 /~ Donald J, Pr~o/lo M. , J~ -~JW~Q oanne H. Prolo ~~ • ~I ~~J 1~ett~ ~~ ,~ozUe '~~~ - 9 19$7 _ so3co .~tnzfo~¢ ~a~d°afar ,monad ,J°sralnSa, ~°~f. yso7o ~~~~~, ~~ -~~ ~~_ i~ L v ~z~ / ,~.~~ CGv~ ~i.l.~::, ~~ ~.LG- ? ~ , 19~s ~ ,~. ; /~~=--G~ C~-c.~ c! /_~~(~Ztc~~~-t:..:~~ :Y~n^.v.2~ Gvi~-• Cd ~~r/~~v(Z.'2~~-.CrC~ ~_ ~jl,~r ~ ~.- . mac' ;z, ~~ ~(,~~ ~ ~ `~~~"~' ;; -~ ~/ -Z-~ ~ ~~ '` ~,-~ 2<~C' Gr `~-- !.~-•~ G ~~~ U~O sf'f~:L ~ ~07'L~~ ~c~cc.~ . /~ ~` c~-uL. .~/j...~ :/I_~~~f ~i-t~1./~ - G~'Z`L~L~ [%5...2..~ ~ ~LLGGC.L!C~ iGZ ~ ~-~~~- :'~t~fi-~--cam .:!- ~~w~•C.. (~d~2vt~r, LD7Z~ ~L~c_.~Z- DLO ~~'f'-~~ ~~ ~.c, ~ ~ ~ ~.• ~~. ~.~. „ ~ IG~yZo ~~~~ - ~ ~~' ~~~, ~~~ ~~ /_ / S • .. S _~ir<::;toyr:t City t~o~.inc i 1 1~Vi7? F=ruitvale Ave. Saratoy~-~. CA 95r_-71 ~;c=a~~-~ected City Co~u~cil: ft Es ~~ ~~ ,;~ Re: Matter of changing the Zoning Or^dinance Section 15-1~. C~•= In thin rf_rerenced matter^, I would liE:e to go on record as being opposed to an.,~ changes, variations and modifications to our pr,es::>~_~nt coning ordinance -- spy=cifically to any changes allowing "hotel" or- "bed-and-br^c-aF~:fast" (E+/Er) oper^ations in an added SC~U foot per^imeter^ of the "Vi'llage". t1}' objections are b~~sed on: 1) We do not need any riotel or Es/E~ space in Saratoga. Any cornmer^ci~..lication of our^ pr^esent "bedr^oom community" environment is contr^ar^;~ to r^easons why we came to live in Sar^atoga in the fir^st place. 'this action will be detr^imental to our^ environment. ~) I believe We presently have an unoccupied $/Ei establishment in tt-ie village. It would be wise for^ the Council to e:~;amine and • evaluate the occupancy data for^ that establishment once it be- comes oper^a~L-ior-gal, befor^e any "new" decisions ar^e made. =~) 7'lie GaF:: Ste^er=t school appear^s to be included in the 5irer ft redefinition cane, l~lliy'-' Tl~~e change in the coning would con- cei•rably provide sor^t of "legitimacy" for^ eminent domain con- demnation and closing of the school with subsequent possibility of an hotel de•~~elopment on site!!!! We do not need to close schools to build hotels!. 4} As to the modification of the r^emaining definitions, i.e. ~.1 Subsection ~-~r:~.r_i?i_r(a} - inclusion of b/Ft in the "hotel" definition. NG! we do not need hotels in the e::isting Fi-1 coning areas. 4.~ Subsection iS-.TS.r_a~c_r(e) - par^E:ing _ let's eliminate this potentit,l situation by not making any coning changes in the first place. I DO I'J(:]"I" NEED A HO1"EL, S!B OR A F'AI;k::IfVG LOT NEXT "f0 MY F'F:EMISES! Hi l lar L. F;aamat Ct:-4~y1 F"or^r-•est Hi 11~=. ~~r^ive ~t~.r "~'!~ 5:.;.ratag~~, C~; 95ci7rj ~~~ n LJ c SOURISSEAU ACADEMY Department of History FED ~ 2 ,~~1 San Jose State University . n ,, ,~" San Jose, California 95192 PLANNING DEPT. SOURISSEAU ACADEMY LOCAL HISTORY AWARDS The Sourisseau Academy, Department of History, San Jose State University, announces its annual 1987 Award in Local History in two classifications, one to an individual and the other to an organization, each winner receiving $600.00. The awards will be granted in one of the following categories: a. Voluntary service and outstanding achievement in the his- torical community. b. Recognizing significant historical activities and accom- plishments by an individual or organization. c. Organizations who stimulate public interest in local his- tory, collect significant archival material, displays, promotion, videotapes an other data. d. Fostering valuable projects and educational programs for the restoration and preservation of our local history. e. Research and writing that deepens the knowledge of our community. Please send nominations with accompanying qualifications to Dr. David Eakins, Director, Sourisseau Academy, Department of His- tory, San Jose State University, San Jose, CA. 95192. Deadline for submissions, Friday, March 27, 1987. If there are any ques- tions, please phone Awards Chairman, Frances L. Fox, 293-1879. l Fact Sheet Advisory Council on Historic Preservation The Old Post Office Building 1100 Pennsylvania Avenue, NW, #809, Washington, DC 20004 i A FIVE-MINUTE LOOK AT SECTION 106 REVIEW ~ as revised by regulations published September 2, 1986 About the Section 106 WHAT IS SECTION 106 REVIEW? This term refers to the review process Federal review process designed to ensure that historic properties are considered during Federal project planning and execution. The review process is administered by the Advisory Council on Historic Preservation, an independent Federal agency. WHO ESTABLISHED SECTION 106? The Congress did, as part of the National Historic Preservation Act of 1966 (NHPA). NHPA, strengthened and expanded by several subsequent amendments, today has become the cornerstone of this country's historic preservation policy. WHY WAS SECTION 106 CREATED? NHPA was enacted because of public concern that so many of our Nation's historic resources were not receiving adequate attention as the Government sponsored much-needed public works projects. In the 1960's, Federal preservation law applied only to a handful of nationally significant properties, and Congress recognized that new legislation was needed to protect the many other historic properties that were being harmed by Federal activities. WHAT DOES NHPA SAY? Section 106 of NHPA requires that every Federal agency "take into account" how each of its undertakings could affect historic properties. An agency must also afford the Council a reasonable opportunity to comment on the agency's project. WHAT IS A FEDERAL "UNDERTAKING"? This term includes a broad range of Federal activities: construction, rehabilitation and repair projects, demolition, licenses, permits, loans, loan guarantees, grants, Federal property transfers, and many other types of Federal involvement. Whenever one of these activities affects a historic property, the sponsoring agency is obligated to seek Council comments. WHAT IS A HISTORIC PROPERTY? For purposes of Section 106, any property listed in or eligible for the National Register of Historic Places is .considered historic. z The National Register is this country's basic inventory of historic resources and is maintained by the Secretary of the Interior. The list includes buildings, structures, objects, sites, districts, and archeological resources. The listed properties are not just of nationwide importance; most are significant primarily at the State or local level. It is important to note that the protections of Section 106 extend to properties that I- possess significance but have not yet been listed o r formally determined eligible for listing. Even properties that have not yet been discovered, but that possess significance, are subject to Section 106 review. About the Council WHAT IS THE ADVISORY COUNCIL ON HISTORIC PRESERVATION? The 19-member Council is composed of a Chairman, Vice Chairman, six other private citizen members, a governor, and a mayor--all appointed by the President of the United States. The Council also includes the Secretaries of the Interior and Agriculture, the heads of four Federal agencies designated by the President (currently Treasury, HUD, Transportation, and the Office of Administration), the Architect of the Capitol, the Chairman of the National Trust for Historic Preservation, and the President of the National Confe rence of State Historic Preserva tion Officers. The Council members usually meet four times during the year. Day-to-day business of the Council involving Section 106 review is conducted by an Executive Director and a professional staff of historians, architects, archeologists, planners, lawyers, and administrative personnel. Section 106 WHO INITIATES SECTION 106 REVIEW? The Federal agency participants involved in the proposed project or activity is responsible for initiating and completing the Section 106 review process. Under certain circumstances, local .governmental bodies may act as the responsible agency. The agency works with the State Historic Preservation Officer (an official appointed in each State or territory to administer the national historic preservation program) and the Council to do so, In this fact sheet, the term "agency" is used to mean the responsible unit of government, be it Federal or local. There can be other participants in the Section 106 process as well. At times, local governments, representatives of Indian tribes, applicants for Federal grants, licenses, or permits, and others may join in the review process when it affects their interests or activities. A brief look at HOW DOES SECTION 106 REVIEW WORK? Federal regulations the review process spell out the specific process by which an~agency affords _ the Council an opportunity to comment on the agency's proposed activity. The Council's regulations, "Protection of Historic Properties," appear in the U.S. Code of Federal Regulations at 36 CFR Part 800. These 3 regulations 1986 ( 51 FR follows: were revised and reissued on September 2, 31115). A simplified .look at the process FIVE STEPS OF SECTION 106 REVIEW b Step l: IDENTIFY AND EVALUATE HISTORIC PROPERTIES. First, the agency reviews all of the available information that could help in determining `~ whether there may be historic properties in the area of the proposed activity. Based on this review, the agency decides whether any additional survey work is needed to locate possible historic properties. Next, the agency identifies all National Register-listed properties that might be affected by the proposed activity. The agency also identifies properties not actually listed in the Register, but which appear to meet eligibility criteria. Then the agency and the State Historic Preservation Officer (SHPO) together apply the National Register criteria to decide whether the properties are eligible for 1 fisting, and thus subject to the Section 106 process. Step 2: ASSESS EFFECTS. Once historic properties have been identified and found to meet National Register criteria, the Federal agency determines whether its proposed activity will affect them in any way. Again, the agency works with the SHPO, making judgments based on criteria found in the Council's regulations. There are three possible findings: o No effect: If there will be no effect of any kind on the historic properties, the agency notifies the SHPO and interested parties of its determination of no effect. If the SHPO does not object, the agency proceeds with the project. o No adverse effect: If there could bean effect, but the effect would not be harmful to the historic properties, the agency obtains SHPO concurrence and submits to the Council a determination of no adverse effect. Or, the agency can submit its determination of no adverse effect directly to the Council for review and notify the SHPO of its determination.. Unless the Council objects, the agency proceeds with its project or activity. o Adverse effect: If there could be a harmful effect to a historic property, the agency begins the consultation process. Step 3: CONSULTATION. During this step, an effort is made to find acceptable ways to reduce the harm ("avoid or mitigate the adverse effect") to the historic properties. The consulting parties are the agency and the SHPO; Council involvement in consultation is optional. Other interested parties (such as a local government, Indian tribe, or Federal applicant fora grant, license, or permit) may also be invited to join the consultation, and must be invited under certain circumstances. The agency gathers needed documentation, informs the public that consultation is underway, and works with the consulting parties to find 4 a solution. When the consulting parties have agreed on steps to avoid or reduce harm to historic properties, they sign a Memorandum of Agreement (MOA). In a very few cases, the consulting parties cannot agree on a solution, in which case the consultation is terminated. The agency may then submit documenta"tion to the Council and request the issuance of written Council comments. Step 4: COUNCIL COMMENT. Unless the Counctl has already signed the MOA (by virtue of being a consulting party), the agency submits the signed MOA to the Council for review. The Counctl can accept the MOA, request changes to it, or opt to issue written comments on the proposed activity. If the consulting parties have terminated consultation, the Council issues written comments about the proposed agency action directly to the head of .that agency. Step 5: PROCEED. If the Section 106 review process has resulted in a Council-accepted Memorandum of Agreement, the agency proceeds with its proposed activity according to the terms of that MOA. Absent an MOA, the agency must take into account the Council's written comments, after which the agency makes the final decision about how (or whether) to proceed with its proposed activity. The agency notifies the Council of its decision. Either outcome concludes the Section 106 review process and satisfies the agency's statutory responsibilities under Section 106 of the National Historic Preservation Act of 1966. HOW LONG DOES SECTION 106 REVIEW TAKE? The timeta ble for Steps 1-3 (identifica tion through consultatton) are up to the agency, as the Council is not typically involved at this point. Once the agency submits a signed MOA (with needed documentation) for Council review, that review can take up to 30 days. If there is no MOA, the agency can request issuance of Council comments within 60 days of when the Council receives required documentation. 1 f~ ~r r For more information WHERE DOES ONE GET MORE INFORMATION? This brief look at Section 106 review obviously cannot tell the whole story. For complete information about the Council's review process, consult the Council's regulations (at 36 CFR Part 800), published September 2, 1986 (51 FR 31115). The Counctl has available without charge an annotated version of its regulations, which aids understanding of the regulatory language, as well as a booklet entitled "Section 106, Simply Explained," which provides a more detailed introductory look at the process. For easy-to-understand training on the Section 106 process, the Council offers a two-day course, "Introduction to Federal Projects and Historic Preservation Law," which is offered in many locations Revised September 1986 c 5 around the country each year. The course is designed for the Section 106 novice and explains, step-by-step, what actions are required by Federal, State, and local officials to meet the requirements of the law. For more information, write: Advisory Council on Historic Preservation, The Old Post Office Building, 1100 Pennsylvania Avenue, N.W., Suite 809, Washington, DC 20004. Telephone: 202/786-0503 (executive offices and training office); 202/786-0505 (Section 106 review office). :1 r .-. '~ 04 ~o C~~ ::... 13777 FRUITVALE AVENUE SAFi,ATOGA, CALIFORNIA n5O70 (-108) 8(i7-:3.1:38 COUNCIL MEMBERS: ~~ Karen Anderson February 13 , 1987 Martha Clevenger Joyce Hlava David Moy/es TO : C l t y C O Un C 11 Donald Peterson FROM: City Manager SUBJECT: Policy Development Agenda On February 12, 1987, the conference with the chairs personnel. They .reviewed Council attention submitted community and the staff. discussion by the City conference is recommended: Mayor held the annual agenda building of the City commissions and key staff more than 100 suggested topics for by the Council, the Commissions, the The following list of items for Council at its policy development 1. Should the coming fiscal year be a consolidation year or a year to expand City activities? 2. What changes should be made in the ways we communicate with the community and internally to enhance information flow and clarity? 3. Is the current policy on law enforcement spending, code enforcement and crossing guard service adequate or should changes be made? 4. Should the City's current posture on street lighting and street signing be changed to enhance night time movement around the City? 5. Should the City conduct a comprehensive study on bicycle and pedestrian safety and facilities? 6. What kind of overall policy should the City formulate. to enhance heritage preservation including identification and maintenance of heritage oaks and an oak tree planting program? 7. Once the current work on residential design review is completed, should design review of non-residential development also be studied? ., • To: City Council Subject: Policy Development Agenda Page 2 2/13/87 8. Should the City continue its efforts to modernize and simplify zoning and sign ordinances while maintaining the City's commitment to quality development? 9. Should the City undertake efforts to improve the marketing and effectiveness of the SHARP program to enhance low and moderate income housing opportunities? 10. Should proposals to complete revisions to the General Plan Noise Element, including regulation of leaf blowers, and to update the Circulation Element and add an Air Quality section to the Conservation Element be included in the Planning work plan for fiscal 1987-88? •11.- Should the City expand the optional service of the building division and modify its service delivery method? 12. In studying implementation strategies for the Village Plan, how much of a leadership role should the City take? 13. Is the current standard of maintenance for City buildings, parks and medians adequate or should they be upgraded by • adding new work efforts such as periodic tree trimming in parks, medians and grounds? 14. Upon completion of the current evaluation of the Pavement Management Program what should the City do to develop a long range plan for future maintenance and funding? 15. Should the City explore initiation of an expanded street sweeping program to cover most of the City? 16. Future leisure program expansion appears to be limited by i facility constraints which the addition of the Warner Hutton House alone will not releave. What courses of action should the City explore to resolve this problem? 17. How can we best manage the future growth of our volunteer program? 18. What role should the City play in the future of the community library? 19. What positions should the City take on the solid waste management issues of landfill capacity, rubbish service and recycling? ~_ ' r; To: City Council Page 3 Subject: Policy Development Agenda 2/13/87 20. What level of support should the City attempt to provide for CATV community access and programming? 21. Should the City go forward with proposals to expand current smoking regulations and agree to support efforts to prevent closing of Saratoga High School through school district reorganization? 22. Should management pursue developing a personnel ordinance, purchasing ordinance, revised employee evaluation system, a civic center master plan and a future organizational and staffing plan? 23. Is the current policy of the City on how to fund-the Master Plan of improvements for Hakone Garden the correct course to follow or should changes be considered? 24. Are the current status and missions of the Heritage Preservation Commission and the Finance Advisory Committee appropriate? 25. What projects and priorities should be included in the City's proposed Capital Improvements Plan? Council is requested to review this list of recommended issues and determine any changes, additions, or deletions it wishes to make to finalize the proposed agenda. As it did last year, -staff will prepare background memoranda on each of the agenda topics to help focus Council deliberations. These memoranda will be completed and to you on February 27, 1987. .,P arty Peacoc jm t o~. ~ 1L YY.e ~~~~~~yil~1A ~1 ~ ~~Y..s~lv~~~~~~1 V Y ®`LJ 1 QI JLl'~~~~1 al AND Present the ~~~~~1~~~~'~®~ ~~~~~~~~~~ ~®R®1®TA~®, ~~~I~®T~ ~Jl\T~ 4®7, 1~~? Headquartered at a National Historic Landmark, the fabulous ~; ,., The Twelfth Annual Preservation Conference, presented each year in cooper- ation with the CALIFORNIA STATE OFFICE OF I1ISTORIC PRESERVATION and the NATIONAL TRUST (Western Regional Office), moves once again to Southern California. This year, for the first time, co-sponsors include: THE ASSOCIATION FOR PRESERVATION TECHNOLOGY (V1/estern Chapter) THE CALIFORNIA MAIN STREET PROGRAM (State Department of Commerce) THE SOCIETY FOR CALIFORNIA ARCHAEOLOGY The program planned will lend special attention to preserva- tion issues and activities in the Coronado/San Diego area, but will feature new expertise in focus tracks designed by our co- sponsors in: ARCHAEOLOGY: • Archaeology. and the legal framework • Archaeology and historic preservation-the vital link • Historic archaeology-digging the city • Archaeological issues-the San Diego scene • Underwater archaeology-maritime issues and the sal- vage question DOWNTOWN REVITALIZATION: • Organizing for downtown revitalization-the basic "Main Street" strategy • Economic restructuring and the role of redevelopment • Enhancing the downtown's image with promotions and public relations tools • Guidelines and administration of design review in the downtown AFFINITY WORKSHOPS: ` • The Second Annual Gathering"of Private Preservation Organizations ; " • The traditional Landmarks Commission meeting wi special attention given to the Certified Local Gover~ ment (CLG) Program • The State historic Building Code Board An exciting array of COMMUNITY LEARNING TOURS will be conducted by local experts and enthusiasts. Our special guest in Coronado will be the Honorable William Penn Mott, Jr., Director of the National Park Service, who will be the featured speaker at the,Thursday everng Opening Reception at the Hotel del Coronadds "Mansion" in Coronado. Director Mott was California's first State Historic Preservation Officer and was responsible for setting up~the preservation pro- gram in our state following passage, of the"1966 National Historic Preservation Act. As. the current chief of the program in the Department of Interior for the Reagan,Administration, Director Mott will focus his remarks on the future~bf the fed- eral preservation program and the responsibilities of the pri- v t t' - i .-_ _,_ - ~._," TECHNICAL PRESERVATION IN.THE DOWNTOWN: a e preserva ion movement. ~:.-~" F`~ ~~~ ~~~ '~ • Understanding "the historic: features of commercial The various speakers at Friday's "Plenary Session;' content ses- buildings,such as awnings and signs " - sions and workshops, will be experts from theatate, national • The .cleaning end repair of masonry materials, from. „ "., and regional preservation scene: Workshops,~sessions and tours `brick. and stone to terra cotta and glazed brick =``.,., 4" will be enhanced by the best local experts available to a •, Uncovering and understanding structural systems rand ~ ~a Coronado/San Diego perspective to the meetings. `, "'developing cost-effective repairs - ~ ,.; ~ " •~ Dealing with "hazards" like parapets and~cornices~ =FAME_v ~'~ "h~N~RS~ `" ~~~" FUN ~ ~~,~~ FR~L~CS • Maintaining original storefront design while incorporaC- ~ ~~~t~.= ~ ~ ~ ~ ~ ~ ~" ing modern display concepts _ ~~ }t' , " ;" .As usual, the Annual State'Preservation Conference will mix ~~ ~~ ~. ~ -~ fun with important learning experiences.,, _ ~~ .. ~ ~ _ In addition" to these "special tracks, the conference will _ PRESERVATIONISTS ON THE FAIRWAY: CPF Trustee Jim feature: ~ ~~ ` ~.~r. ~`_. ~ ` " _ ~ ~ " % Stickels will lead other avid golfers to drive and putt in the First ~ ~ '..Annual Preservation Golf Tournament at-the Coronado Muni- PRESERVATION BASICS: ~ . ~ ' ~= . • ~, '" cipal Golf Course-Thursday,. June ~4 ~~ - ~°" ~ " ' ~ ' ~ • The use of state and ,federal preservation programs ~ ~ ~ ~ °: ~ ~" ~ ~"" • ~ " ~- ° ~~ ~ ~~ ~ ~~ ` , ~ , -" ~"" ~ ~~ ~ ." • La Jolla-proEectmg :resources in a special ,coastal _{ The. PRESERVATION BOOK SI1OP will open at the Hotel ? F ~ °~ community ~~~ ., _ ~ del Coronado Thursday afternoon wath~a wide selection of new • Learning.,to play the, new tax incentives game ~" ~~end important~preseivation pub~rcations=-: ~:": ~~ ~. ~-~ ~. ~~, - ,: • Problems" and : solutions ~~for the.: contmued`.,,use "of ,. ~ , u.~ , The'OPENING RECEPTION: with National Park Service Dirac- historic public `buildings , - , ': for William Penri Mott, Jr. as our s "esker=will kickoffs Pcial °' ~ " ~ P' ` , ,.'=~ events at the.Hotel del Coronados historic `,'Mansion" on Thurs- TRAVELING WORKSHOPS. ~°~- ~,~, ~ ~ ~ ~~ ~ :day evenrn~. ~~ "~; ~ - • To SAN`~DIEGO'S GASLAMP,7QUARTER~"to consider ~ ~ ~ ~~ . ="-~ . ~ ~" ~~ '~ ' . "- ~~ ~ _ historic preseryation~~in, a difficult~:urban context" :Following last,year's.uproarious.-presentation af~the First The- .~~- . . • In and around CORONADO~ to~investigate factors.that , '-atre in Monterey,.,another,group of preservationists-will battle y make up an effective small community preservation ~>` ~the"clock to make presentations on local projects at THREE- ~~ _ ._ MINUTE SUCCESS"STORIES. program t .~~: ~. _. - . .~ ::- _ • To historic houses where "Old House Doctors" wiA ,-.A presentation of" the California Preservation Foundation's demonstrate restoration techniquesyt` . .. ~ . ~ .DESIGN AWARDS and PRESERVATIONIST OFTHE YEAR ` ~ ., - - ~ AWARD, is planned for Saturday evening. This event provides an annual opportunity for pride, recognition of achievement and camaraderie. The PRESERVATION AUCTION, held for the first time in Monterey, returns in an expanded version Saturday evening with a gala banquet at the 1lotel del Coronado. This year's auction promises to offer a bounty of alluring items you will find ir- resistible. REGISTRATIONIRESERVATION INFORMATION Registration begins-noon Thursday, June 4, 1987 through Sunday, June 7, 1987. Conference program begins Thursday with the golf tourna- ment, several Affinity Workshops and the Downtown Revitali- zation Track (2:00 pm). The reception at the "Mansion" be- gins at 6:00 pm. FEES for the conference will remain the same as last year with a basic early registration of $65 (CPF members), $75 (non- members), with special prices for seniors and students or for one-day registrations (special events and tours not included in price). If you wish further information on: The Preservation Golf Tournament The Three-Minute-Success Stories Entering the Design Awards Contributions to the "Irresistible Auction" Contact: California Preservation Foundation 41 Sutter Street, Suite 1593 San Francisco, CA 94104 MAKE YOUR PLANS NOW. MAKE YOUR HOTEL RESER- or NATIONS AT TI1E F10TEL DEL CORONADO AS SOON 1987 Preservation Conference Committee AS POSSIBLE (see return reply form ,below). P.O. Box 393 ~ ~ ~~ ,. The 1lotel del Coronado is holding'sblock of rooms for us`at Coronado, CA 92118. _x this time at a special conference rate of $80` (The rooms will or call -~ .~~.~ be held no later than May 4,.1,987 on a space available basis.) ,; ' (415) 527-7808 ,. - ~ ~; ~ ;> ~ ~~PRE-REGISTRATION. CARD~~- ~ ~ ~~: TWEt_FTf1 ANNUAL. STATE PRESERVATION CONFERENCE t j ~'': JUNE 4-7,1987. .~, .. ,_. -- ----r-••_~. I 1987 Preservation Conference I Name: Sales Department I Hotel del Coronado I Address: 1500 Orange Avenue Phone: Coronado, CA 92118 Graphic design and printing graciously donated by the hotel del Coronado. L CALIFORNIA PRESERVATION Published quarterly by the California Preservation Foundation Volume 12, No. 1. January - 1987 Park Service Chief to Address Confe William Penn Mott, Jr., was selected in May 1985 to become the 12th director of the. National Park Service since its creation in 1916. Mott was appointed by Secretary of the Interior Don Hodel. In making the appointment, Hodel said "William Penn Mott is one of the most wide- ly respected conservationists in America to- day with an unparalleled record of achieve- ment. America has the finest park system in the world, but Mott's dynamic, experienced leadership can improve even that imoressive " record." ~, u A ear.eer parks professional,-Mott joined the National Park Service in 1933 as a landscape architect working in San Francis- co. He remained with the Service for seven years. He returned to the Park Service as a direc- tor following service as the President and Executive Officer of the California State Park Foundation, which he founded in 1975. He was also general manager of the East Bay Zoological Society, .Oakland, Calif., when he was appointed to his current po- sition. .Mott previously served eight years as di- rector of the California Department of '.Parks and Recreation (1967-75). While di- --=_recting the state park system, Mott was ' - responsible for many innovative changes in- cluding opening the park ranger ranks to women and to those whose academic back- grounds were outside of the traditional fields'of wildlife management, including archeology, sociology and dramatic arts. He also served as California's first SHP.0, a setting up the state's preservation office called for in the 1966 NHPA. A registered landscape architect, Mott was in private practice,.specializing in park and recreation planning and design, in the 1940s. In October 1985, he received the ~ _ prestigious Alfred B. LaGasse medal of the American Society of Landscape Architects. In addition to his career assignments, Mott has also been active with a wide - range of civic, professional, and conser- - _ vation organizations. He has been a mem- ber of the board of trustees of both the National Parks and Conservation Associa- tion and the National Recreation and Parks _ Association and a director of the Save the Redwoods League. _.. .f,~.. Among his many honors and awards, Mott received the Department of the Interior's . Public Service Award in 1981, the highest honor given to private citizens. He has also received the Cornelius Amory Pugs ley Award of the American Scenic and Historic - Preservation Society, one of the foremost private park and conservation honors, in .;,;,... 1973. - - A native Californian since he came to U.C. . Berkeley in pursuit of his Masters degree, Director Mott will be returning home to address us in Coronado. A fine man with a wealth of experience, he honors us with his interest and presence at the Conference. -.i: More Coronado Conference News •~~ -= By now you should have received the flyer an-' - nouncing the Annual State Preservation Confer- ence in Coronado, June 4 through 7. It is ex- tremely important that you let the Hotel Del Coronado know of your interest in reserving a room. The Hotel has offered us a significant reduction in rates but they will not hold rooms forever -- they have blocked out 150 rooms in. the original part of the hotel -- and you must use the return form in the flyer to reserve.;;:::,;' Don't wait! The Conference offers broad choices this year with four i~ hour sessions on Main Street, three on various facets of archaeology, three... more on the technical preservation questions involved in restoring historic commercial buil- dings. These "tracks" are being prepared and will be presented by our first-time COSPONSORS. THE CALIFORNIA MAIN STREET PROGRAM THE SOCIETY FOR CALIFORNIA ARCHAEOLOGY, and.'" THE ASSOCIATION FOR PRESERVATION TECHNOLOGY.:' In this way we are. reaching beyond our means to provide you with the special expertise other organizations can bring to the conference. In addition, the conference program will pre- sent on-site workshops in Coronado (creating a community preservation program), in San Diego's historic Gas lamp District (dealing with preser- vation in the urban core) and in historic prop- erties (our "Old House Doctor" sessions for people interested in restoring individual hou-~ ses). We are pleased to have the assistance of the City of Coronado, the Gas lamp Quarter Coun- (continued next page) STATE CONFERENCE (continued) - cil and the Save Our Heritage Organisation in putting on these workshops. Other sessions will address a broad range of preservation questions vital to us all: tax .incentives, the use of state and federal pro- grams, effective coastal preservation planning, the "strange antl wonderful" side of preserva- tion, saving "redundant" buildings, and more. And we intend to thoroughly explore the many issues emerging about the future of our long- standing, hard-earned federal program, featur- ing National Park Service Director William Mott and Preservation Action President Nellie Longsworth. Finally, invitational workshops for local pri- vate preservation organizations and for land- marks commissions are scheduled for Sunday morning, June 7. Registration material will be available in early April but you must make hotel reserva- tions sooner. If you want to take advantage of the Hotel Del Coronado's terrific offer, do it soon. THERE'S A ROLE- FOR YOU,TOO The Preservation Conference offers programs of interest and use; we also try to have a good time. If you or your group wish to be partici- pants.in any of the following special activi- ties, make plans and contact the appropriate people as soon as possible: (1) Three-Minute-Success Stories, where you • have three minutes - no more - to show people how you won your local preservation battle, will take place Friday evening (June 5) in San Diego's Gaslamp Quarter; for more infor- mation on the rules of the game and the appli- cation form, contact CPF Trustee Wa.yne Donald- son at (619) 239-7888. (2) pesign Awards, given for excellence in restoration, reuse, and rehabilitation pro- jects, for individual craftsmanship, or for excellent written reports or studies, will be presented Saturday evening (June 6); for more information on the nomination process, contact .CPF Trustee Warren Williams at (916) 444-8170 _(3) Preservation Auction, where objects, per- sonal services, special tours or pieces of whimsy are offered to the highest bidder; •- will take place on Saturday evening at the Hotel Del Coronado; we are soliciting possible contributions of items and services for the auction and, if you want to donate something, with the proceeds going, in part, to the Foun- dation, please contact CPF President GeeGee .Platt at (415) 922-3579. (4) Preservation on the Fairway, is a first time ever golf tournament scheduled for Thur- sday afternoon at the Coronado Community Golf Course; if you tee off and putter around and want to play, contact CPF Trustee Jim Stickels at (714) 626-2526 •(5) Affinity Group Meetings can be fit into the conference format if you will give us some forewarning that your group or board wants to meet in conjunction with the confer- ence; time is available Thursday afternoon 2 (June 4), at breakfast, or on Sunday, but you must contact CPF Director John Merritt at (415) 527-7808 to arrange f.or meeting rooms. If you do not receive a pre-registration flyer please let us know. Look for the full regis- tration packet in April - basic costs are $65 registration fee for CPF members, $75 for..non- members, just as last year - and .start making plans to attend this best-ever conference in beautiful, warm Coronado now. If you want in- formation on alternative lodgings in the area,`` contact the Coronado 1987 Preservation Confer--° ence Committee, P.0. Box 393, Coronado, CA 92118. Conference planners feel this is the fullest program we have ever put together - there's a great deal for everyone, including new people. And we think it will be the most fun. C.P.F. Archaeology Program In late March the Foundation will present lecture program on Historical Archaeology featuring James Deetz of the University of California, Berkeley and David Weitzman, freelance author, educator and film-maker now living in Point Reyes. Deetz, author of Invitation to Archaeology and In_Small Things Forgotten, was Director of the Plimoth Plantation before coming to UC Berkeley and continues historical archae- ology work at Flowerdew Hundred Plantation in Virginia and in Somersville, the aban- doned mining town near Mount Diablo. He is one of this country's real leaders in the field of interpreting "material culture" - the small things people used and left be- hind for us to ponder. Weitzman has written My Backyard History Book (an invaluable resource for teachers of history), Underfoot: An Everydav Guide to Exploring the American Past and Traces of the Past: A Field Guide to Industrial Archae- ology. Weitzman, like Deetz, is expert at uncovering the past by looking closely at ob- jects we often pass by without thinking, and is particularly fascinated by historic brid- ges, mills and steam engines. The Foundation is very excited to be able to offer this program because non-professionals seldom understand the breadth and depth of the field loosely described as "archaeology" We also feel we have two of the liveliest and most entertaining experts available to ex- plore the subject. The program, now scheduled for Saturday, March 28, in Berkeley, should give teachers, preser-. vationists, archaeologists, historians and anybody curious about the past a delightful day with two imaginative and provocative thin- kers. For more information contact program coordinator Dave Fredrickson (415/848-3423) or the Foundation office (415/527-7808). AND , ON A RELATED NOTE News from Native California, a newsletter covering the broad range of issues, events, history, traditions and research related to this state's Native Californians, begins pub- lishing this Spring. For subscription infor- mation contact Heyday Books, P.0. Box 9145,. Berkeley, CA 94709 or call (415/848-2423). ~~ CALIFORNIA •,,` PRESERVATION FO NDATION THE FEDERAL PROGRAM'S FUTURE THE PERSPECTIVE FROM KANSAS CITY TO CORONADO Most of the innocent attending the National Trust Conference this last October in Kansas City were surprised to find they were in the midst of a heated battle. The conference took a look at 20 years of preservation dating back to passage of the National Historic Preserva- tion Act of 1966, and another look toward the next 20 years, thus the "20/20 Vision" theme. The debate which dominated the conference was nothing less than the future of the federal program. The Reagan Administration's continual .failure to support the program in its budget• requests (zero funding, year after year) and the growth of "bureaucratic reporting respon- sibilities and program obligations" - with less and less federal assistance - was heav- ily scored by State Office people in atten- . dance. The Interior/National Park Service rec- commendation - "Bill to Amend the NHPA" - del- egating further responsibilities to the states (under certain conditions but without further funding) was viewed by many as further evi- dence that the Administration was attempting to "dump the program" on the already struggl- ing state s•. The National Conference of State Historic Preservation Officers (NCSHPO) had countered with draft legislation calling for a separate National Historic Preservation Agency (NHPA) with all of the program priori- ties of Interior, plus those of the Advisory Council; an interest-bearing trust fund would be created to finance the new NHPA. What began as an attempt to draw together pre- servationists to begin a long process of thoughtful review and studied recommendations for the next 20 years - a study to be organi- zed and carried out by the National Trust - nearly became a vote gathering exercise for various sides. What we know for sure is that these questions will be with us for some time. Two pieces of legislation may be introduced and the "Reauthorization" of the Preservation Fund will be before Congress this year (The 1980 Amendments to the National Historic Pres- ervation Act created a special fund - from off- shore oil revenues - to finance the ambitious program to a maximum of $150 million a year, a figure we have never approached in the 6-year life of the fund which, by statute, must now be reauthorized or it disappears). -:~We know allocations to our State Historic Pres= .' -ervation Office have gone down consistently now for years. This year's (1986/87) alloca- tion will be $430,000 maximum, and it could be as little as-8380,000. Each year, now, OHP must reallocate 10% to "Certified Local Gover- nments" leaving less than is required to run •the office, let alone the traditional Survey and Planning pass-through grants; while State support of OHP is substantial, the yearly scramble to do the job is more frantic. And, each year, lately, the Federal Adminis- tration tries "rescission" (freezing unallo- Gated monies) in January, further adding to everyone's insecurity. Rescission must be approved by Congress, and never is, but the federal government can withhold 10 months of budgetted money for up to 45 legislative days . each January, and this action (or inaction) creates havoc in State Office planning. There are those who say that the National'. Park Service, which manages the federal pres- ervation program, is just a pawn in a larger -_ game the Administration plays. There are those who feel that the NCSHPO plan has no __ political chance. There are those who feel the _ fund reauthorization is in jeopardy and know the Administration - calling for zero funding again this year - will oppose reauthorization; ,., there are those who see the funding issue. as ::. an opportunity to raise the level of funding:;-: to amounts originally intended_by Congress in::: 1980. There are those SHPOs who oppose the " NCSHPO legislation and there are those who - have lost faith in the whole system we have ~~...~. been operating with for more than 15 years.`,^~ ' CPF feels relatively secure that all of these ~. issues will be debated throughout the 2-year life of this 100th Congress. We are partici-..- pating significantly in Preservation Action's. . effort to define a position, immediately,, on the legislative and funding issues, and hope to contribute to the longer-range study the National Trust is initiating. What we can do for everyone in California is bring the issues and some of the key players to the Annual State Preservation Conference in June. We are . fortunate to have William Penn Mott, Jr., Di- rector of the National Park Service, as our special speaker at the Thursday night Opening;-. Reception. Nellie Longsworth, President of. Preservation Action, has agreed to present the private sector view on Friday morning. ~- And we also expect our own State Historic Preservation Office to be well represented in the discussion. After steady growth and improvement over most of the last 20 years, it is clear the federal program in support of preservation is in trouble and our discussions in Kansas City indicated that many, many State Historic Preservation Officers are operating in a crisis mentality, and have been for some time. June in Coronado is four months away but we think the future of the federal pro- gram will be an even hotter issue and we look forward to bringing the debate and its many sides to you. C.P.F. Board Nominees Sought Seven new Foundation Board of Trustees will be elected at the Annual Meeting in Coronado; but the process starts now. Members can, and should nominate candidates and may do so by sending suggestions and supporting material to Nomina- tions Chairman Rob Selway (2414 Bonnie Brae, Santa Ana, CA 92706) by March 1, 1987." Candidates should demonstrate a thorough uhder- standing of and demonstrate strong, previous participation in preservation efforts. They should also clearly understand that CPF has a state level focus. Terms are for 3 years and attendance at quarterly board meetings is a commitment we ask. 3 Preservation in Napa: New Vintage After several years of inactivity, preserva- tion efforts in the city of Napa have taken a dramatic upturn in the public, private and non-profit sectors. The city's preservation • ordinance was updated in 1986, several commer- cial National Register buildings have been renovated and two non-profit organizations have picked up the tempo. The city's Landmarks Preservation Advisory Board, formed in 1974 and moribund since 1980, was reconstituted in early 1986 as the Cultural Heritage Commission. The change was partly a political tradeoff as the City Council moved the design review functions (Certificates of Appropriateness) to the city-wide Design Re- view Commission while expanding the list of other powers for the Heritage Commission. The Council also approved $6,000 of CDBG funds for staffing the Heritage Commission, its first budgetary support of staff help. Since June 1986 the Heritage Commission has completely rewritten its procedures for designating local landmarks and is planning for a commer- cial downtown historic district, the first in the city. Several private restoration efforts downtown reflect the use of investment tax credit in- centives. The National Register 1888 Semorile Building on First St. was the first to break the ice in 1984. Next door is the 1888 Winship Block building, also National Register, and renovated in 1985. Both were designed by Luther M. Turton, a prolific local architect who de- signed many residential, commercial and church •buildings in Napa County over a 30-year span. •A third major renovation is the 1910 Alexan- dria Hotel at Brown and Second Sts. One of the few 3-story buildings in downtown Napa, the National Register hotel is an unusual example of the Italian Villa style applied to a commer- cial building. The Semorile, Winship and Alex- andria are all local landmarks and received Certificates of Appropriateness from the old city landmarks board. But an addition next to the Hotel project was not subject to design review (the Design Review Commision was not yet formed and the landmarks board had no jurisdiction) and shows it. • 4 The largest historic renovation project in Napa (the Napa Mill Development) was approved in 1986 and will start work early 1987. A com- plex of 6 commercial mill buildings-some from the 1880s and two National Register- the $8.3 million project when completed will offer some office space and visitor-oriented commercial space. Located along the Napa River, the Napa Mill Development will be the first major tour- ist development in the city. Napa Landmarks now owns five easements on commercial buildings downtown, with all the attendant negotiations and modifications to the easement documents. Besides its easement program, Napa Landmarks has completed a county-wide survey of resour- ces in 1978, published walking tour guides, published a book Architecture Napa and spon- sored annual Victorian house tours on Mother's Day, celebrating Preservation Week. Informa- tion on the programs is available by writing Napa Landmarks, P.0. Box 702, Napa, CA 94559. The Napa Opera House (1879 - Newsom Bros.) is another non-profit sonsored project down- town. Containing a 2nd-floor Italian Renais- sance hall with horseshoe balcony, it was virtually unusued as a performance hall since World War I. A major effort has been launched to renovate it as a performing arts center. Napa Valley Opera House, a non-profit, has bought it from developers who planned to gut it and convert the interior to 3 floors of office space. Plans have been drawn, feasi- bility studies made concluding there is a market for a 500-seat theatre downtown and fundraising has been started to raise over $3.5 million for renovation. Highly desira- ble 1st-floor commercial space will be avail- able for a restaurant and small retail shops. Write Napa Valley Opera House at P.0. Box 6297, Napa, CA 94581 for information. GOOD WORK-GOOD IDEA- IN LONG BEACH Long Beach Heritage Foundation, that city's private preservation organization, has pub- lished a fine new Downtown Walking Tour that was immediately picked up in large numbers by the Tourist and Convention Bureau to promote Long Beach. Another immediate effect was dis- cussion of the booklet at the Redevelopment Agency where it proved to be convincing evi- dence that much remained to be preserved in the downtown area...and the City needed to start, and would, start, doing something to help. The Downtown Walking Tour was the work of many people, and it's a fine piece of work. We congratulate the Heritage Foundation and recommend you get a copy ...$3.50 from P.0. Box 90007, Long Beach 90809. We also suggest you do the same in your community because a nicely designed walking tour is (1) an edu- cational tool, (2) good propaganda, (3) con- vincing documentation that something really is there, (4) a money-maker, (5) a friend- maker, (6) the origin of guided tours, docent training, member recruitment and constituency building, and (7) the first in a series of booklets covering the entire community. .~ The Napa Valley Opera House has become the focus of celebrity fundraising to support restoration. (Photo credit: Jim Pryts) South San Francisco "Signs Up" A huge sign has unabashedly advertised South San Francisco as "The Industrial City" since 1923 when city promoters whitewashed this ~ssage on nearby Sign Hill to encourage in- stries to locate there and to express civic pride. As early as 1890, when the town was incorporated, the hill earned its name when private developers used hillside signs as a marketing tool. In 1928 voters approved a $5,000 bond issue to replace the whitewash with three rows of poured concrete letters, each 10' wide and 60' high. The sign is vis- ible not only by local residents, but for miles along the interstate highway and by travelers flying in and out of adjacent San Francisco airport. In a controversial but strategic action tnat ~s as highly visible as the sign itself, ie recently-appointed South San Francisco Historic Preservation Commission designated the sign as an historic resource in Septem- ber of 1986. Their decision, which was ap- pealed to the city council and unanimously upheld, was an important step in the growing awareness of preservation issues in South San Francisco. The sign symbolizes not only the transition of the city from an industri- al to a post-industrial economy, but the appreciation of the past within a contEmpo- rary context. During the 69 years since the sign was built, the city's economic base has changed from slaughterhouses, steel mills, and factories to new glass office towers, hotels, and cor- porate headquarters. A decade of debate, chronicled in over a dozen newspaper and television reports, has centered around the relevance of the sign today. The debate has been largely rhetorical. Lo- cated in a city-maintained park and in good condition, the sign was in no immediate dan- ger of destruction or decay. Unlike the cele- brated saga of the Hollywood sign, which at- tracted famous patrons to contribute money to halt its deterioration, the Sign Hill con- troversy _h as been less dramatic but no less emotional. Both communities have signs of a imilar genre and built at the same time to ~ntify themselves and their dreams. The ~Rfemes, however, differ: Hollywood of gla- mour and fantasy, and South San Francisco of solid, blue collar family values. At a series of public hearings that preced- ed the historic designation of Sign Hill, community sentiment was expressed by over 100 attenders. Some residents want the sign removed. Self-conscious about the wor- king class image of the city, they view the "Industrial City" sign as an unsightly an- achronism that stigmatizes the town. They -. contend it is anathema to the marketing function it once served, in fact discoura- ging high-tech firms and upscale families from locating there. One resident commented that, 'The sign says it all about where we came from, but nothing about where we are going." It is precisely the sense of where they came from that many residents argue should be preserved. They take pride in the role their families have played by working at Bethlehem Steel, Fuller Paint, Western Meat Company; or the shipyards. The sight of the sign has become a familiar one that conveys the con- tinuity of generations; a stable home-town fixture in a changing environment. Some new residents are more appreciative of the sign's form than its content, admiring it as a massive object of graphic art. The sans-serif Magnum Gothic letter forms typi- fy the bold, machine-inspired designs of the late 1920s. To others it suggests the landscape art that innovative artists are exploring today. In designating the sign as an historic re- source the Commission determined that it met several criteria required by South San Francisco's Historic Preservation. Ordinance, including its contribution to the culture and heritage of the city and its unique lo- cation and characteristics as they estab- lish a familiar and distinguishing visual feature. Supported by the recommendations of a consultant who completed an inventory of historic resources and felt the sign qualified for listing on the National Regis- ter, the designation has assured special protection for an important regional re- source. Designation has also brought recognition to the Historic Preservation Commission and legitimized its function and authority in the eyes of local residents and govern- ment officials. The sign may not speak to where South San Francisco is going, but the Commission is taking an active role in di- recting its future. This Newsletter was produced by John Merritt with the assistance of Dick Price; contribu- tors were Dave Fredrickson, John Snyder,. Sharon Ranals and John Whitridge. California Preservation is always interested in getting stories and information from others in the state - please type, include b/w glossies. In our Redlands story (last issue), we failed to note the $5,000 raised by the Redlands Historical Society to match state survey funds. The Society deserves great praise for its continual support of preservation efforts in Redlands. 5 Some Happenings in California BERKELEY GATHERING Berkeley Architectural Heritage Association is hosting a February 22 meeting of Bay Area • preservation groups; similar meetings have been called on an irregular basis over the past few years, last year's organized by the Alameda Victorian Preservation Alliance. The meetings are meant to be informal information/ problem sharing opportunities for any and all private groups engaged in the preservation of individual historic sites or in creating strong preservation policy for an entire com- munity. BAHA President Susan Cerny suggests the organ- izations from the broad Bay region send offi- cers or delegates. Discussion areas will be research and education, funding and the estab- aishment of Historic Preservation Elements in General Plans, a current goal BAHA shares with many other community groups. CPF Execu- tive Director John Merritt will also provide those attending the meeting with an overview of preservation efforts statewide. Readers are reminded that CPF plans similar get to- gethers for private preservation groups each year at the Annual State Conference, for the same reasons, to. encourage better communica- tion among all of us dedicated to promoting historic .preservation. _ The February 22 meeting (Sunday) will begin at noon (bring a sack lunch) and will be followed by a 4:00 p.m. reception at BAHA's recently-acquired property, the McCreary- Greer House. The meeting will be held at BAHA offices, 2105 Bancroft (northeast cor- ner at Shattuck), 4th Floor. For more infor- mation contact BAHA at (415) 841-2242. AARON DI D WHAT ? ! ? Midnight, December 31, 1986 officially marked the end of an era for the Office of Historic Preservation. After 14 years' service as the Office's resident architectural historian, staff to the Historic Resources .Commission, and source of so much wisdom and knowledge, Aaron Gallup is leaving, though he won't be going far, geographically. Aaron will be joining John Snyder's all-CPF staff at Cal- trans' Office of Environmental Analysis. This new position will still find Aaron trav- elling statewide, hopefully at a somewhat _less frenetic pace, conducting historic archi- tectural surveys to enable Caltrans to avoid or lessen its project impacts. It will also involve him in mitigation planning, recorda- tion projects for the Historic American Build- ings Survey and Historic American Engineering Record, and hands-on rehabilitation studies on Caltrans-owned historic buildings. Aaron will be missed at OHP by his co-workers and by all those he has helped so much .over the years, and we wish him all the best in his new job as he continues to protect and pre- serve California's historic resources. AND.... Susan Angevin, Field Representative at the National Trust San Francisco Office for over three years, has moved on to a job in New .York City with a non-profit dedicated to pre- serving Olmstead Parks. Susan was a friendly and helpful person at the Trust, was instru- mental in helping save Carolands in Hills- 6 borough, and will be missed. Director Kathy Burns reports that efforts to replace Susan begin immediately. The exhibition Samuel and Joseph Cather Newsom: Victorian Architectural Imagery in California 1878-1908 opens January 21 at the Los Angeles Architectural Preservation Center (1314 West 25th Street in L.A., 90007) for a 3-month run. This is a welcome revival of an exhibit put together in 1979 by David Gebhard, Bob Winter and Harriette von Breton which left only a -- fine catalogue as a memory until Jim Dunham .- reassembled the work. The Newsom Brothers crown the architectural efforts of the "Victor-.'~ ian" style and the exhibit is a must-see. Admission is $3.50 and copies of the original catalogue will be available for purchase; more information by calling the Center at (213) 734-3938. Treasures of the Region, 1876-1946 Found Archi- tectural Records of a Special Place is an ex- hibit~on of archival architectural drawings and records recovered by Ca1COPAR (California Coop- erative Preservation of Architectural Records). featuring the contributions of Bay Area archi- tects, the exhibit is open through Feb. 28 at the AIA/SF Chapter Gallery, 790 Market Street, San Francisco; for more information call Ca1COPAR (415) 665-1216 or AIA/SF 362-7397. New Books on New Tax Act Tax simplification, the goal of the 1986 tax changes, has spawned a stream full of publi- cations because simplification is so damned difficult to understand. The first, and handiest, is A Guide to Tax- Advantaged Rehabilitation, produced by the National Trust in time for the Kansas City con- ference, and available for $3.50 plus tax and handling from the National Trust, 1785 Mass. Ave., N.W., Washington, D.C. 20036. The booklet briefly and clearly explains the new law cover- ing tax credits for historic rehabs, reviews the standards for projects and covers "trans- ition rules" and "passive loss". Historic Preservation: Law and Taxation, by Tersh Boasberg, Thomas Coughlin and Julia Miller (Matthew Bender, Albany, N.Y:), is the last word on historic preservation law, com- prehensive, deep, thick, and it comes with an update service, intended for lawyers. This long-awaited publication is 3 volumes and re- tails for $240...but it's worth it. Tersh Boasberg and Tom Coughlin have also pre- pared an excellent 55-page detailed legal anal- ysis of the tax changes that went into effect on January 1. While it is intended for attor- neys rather than for lay preservationists, you may choose to not take that lying down; the study is available from Preservation Action (1700 Connecticut Ave., N.W., Suite 401, Wash- ington, D.C. 20009) and is listed at $12.00 for Preservation Action members. Finally, the Legal Services Division of the California Association of Realtors has pub- lished a 60-page book, The Tax Reform Act of 1986: Real Estate Implications, available for $4.95 from the California Association of Real- tors, 525 S. Virgil Ave., Los Angeles 90020. ' Pub I icat ions ADVISORY COUNCIL REGULATIONS ~s reported in our October, 1986 issue, the dvisory Council on Historic Preservation has published new regulations governing "Section 106",the rules outlining necessary procedures for federal agencies carrying or funding pro- jects which may impact properties on or eligi- ble for National Register listing. We pointed out that the process is complex and preserva- tionists will have to exercise constant vigi- lance to ensure the process works to protect local cultural resources. In order to help the preservation community better understand the new regulations, the Advisory Council has issued a very useful. series of publications called "Working with Section 106". * 36 CFR Part 800: Protection of Historic Properties. A typeset, easy-to-read copy of the revised regulations, with marginal notes to facilitate their. use. * Highlights of Changes in 36 CFR Part 800, Effective October 1, 1986. A fact sheet sum- mariz~ng the primary changes in the Section 106 implementing regulations. * Questions and Answers about the Transit- ion from the Council's Former Regulations to Its Revised Regulations, Effective October 1, 1986. A fact sheet providing answers to com- monly asked questions about making the trans- tion from previous regulations to the present es, particularly regarding the preparation d interpretation of MOA's and the applica- bility of Council "how to" materials published before September 2, 1986. * A Five-Minute Look at Section 106 Review A new edition of a popular fact sheet that summarizes the review process in 5 pages. * Flow Chart. A diagram of the review pro- cess. * Notice of Availability. Abstracts of ad- ditional information material now being pro- duced by the Council. The Council also announces that a new publi- cation, Section 106, Step-bv-Step, will soon be available. This describes Section 106 re- view and walks the reader through each step of the process. It contains a diagram of the review process, photos of National Register properties and examples of adverse effects, and two appendices. Single copies of this publication and those listed above are available on request from: Publications Office, Advisory Council on Historic Preservation, 1100 Pennsylvania Avenue, N.W., Suite 809, Washington, D.C. 20004. California Preservation Foundation will o supply you with copies of the 5 items the list because we feel it is very impor- tant that you understand how to use "Section 106". We only ask that you send us $5.00 to cover the cost of duplicating and mailing you this material. SECTION 106 WORKSHOPS The Foundation is also planning to sponso,r.,~: Section 106 workshops i.n San Francisco-and' Los Angeles. The one-day workshops, tentative- ly set for April 29 in San Francisco and~.May 1 in Los Angeles, will feature John Fowler, the current Director of the Advisory Council,'-the person who wrote the new regulations and, without question, the most knowledgeable per- son on the subject. Workshops are given for federal agencies and SHPOs - the administra- tors of the process - but we want to structure the workshops for the organized preservation community - the groups who want to use the process to ensure the protection of local." cultural resources.. CPF will mail invitations to these workshop's to heritage preservation organizations when we have more specific information; to be sure you and your group are notified, call . the Foundation office (415/527-7808) and we will put you on the list of invitees. THE PRICE OF DOING BUSINESS Reluctantly, and after a debate lasting more than a year, and after some research about what other statewide organizations were... doing, the Board of Trustees voted to change membership fees, while creating some new cat- egories to provide more flexible options for more people. As of January 1, 1987 the new membership schedule (below) went into effect. We hope you understand our struggle with this question, realize the serious nature of our financial need, appreciate our effort to respond to some of your needs with a new range of choices, and that you will continue to maintain and renew your membership when it comes due. Membership continues to be our main source of support and we do appreciate your strong commitment to the Foundation made with your dues. Thank you, again. WE NEED YOUR HELP -TO JOIN C.P.F. Send this coupon with your tax-deductible con- e. tribution to the California Preservation Foun- dation, 41 Sutter Street, Suite 1593, San Fran- cisco, CA 94104. Need more information? Call (415) 527-7808 daytimes. ~ Your contribution will help support workshops, ~ research publications, the State Conference, ~ ,~ and legislative study and response, as well as i~ 1 new preservation initiatives. ~ 1 ~ Name(s) j 1 ' j Address ~ ~ _ I ' ~: ,.Z,1 ~ .. ~ City ~ ~ ~ ~ Home Phone Work Phone ~ ~ ~ MEMBERSHIP CATEGORIES Individual or organization: Member 535.00 Student or Senior (over 60): Member $15.00 Individual or organization: Sponsor $75.00 Individual or organization: Patron $150.00 7 ®` CALIFORNIA PRESERVATION S FOUNDATION ~~ BOARD OF TRUSTEES • David Cameron (Santa Monica) 213/452-0914 W4Yne Donaldson (San Diego) 619/239-7888 Bill Ellinger (Pasadena) 818/792-8539 Nadine Hata (Redondo Beach) . 213/316-4894 Bruce Judd (Hercules) 415/421-1680 Dave Fredrickson (Berkeley) 415/848-3423 Christy McAvoy (Hollywood) 213/851-8854 GeeGee Platt .(San Francisco) 415/922-3579 Mark Ryser (San Francisco) 415/441-3000 Pamela Seager (Long Beach) 213/431-3541 Rob Selway (Santa Ana) 714/834-4741 David Shelton (Santa Barbara) 805/962-1715 Ephraim Smith (Fresno) . 209/224-1686 Jim Stickels (Claremont) 714/626-2526 Bill Sugaya (San Francisco) 415/567-6416 Warren Williams (Sacramento) 916/444-8170 Judy Wright (Claremont) 714/624-0100 John Merritt (Berkeley) 415/527-7808 Executive Director Steve Taber (San Francisco) 415/777-3200 Counsel: Hanson, Bridgett, Marcus _ The California Preservation Foundation exists to help you improve preservation awareness and activity in your town. If you think we can help, don't hesitate to call your nearest' Board member or call 415/527-7808. California Preservation Foundation 41 Sutter ,Suite 1593 ~--.,, San Francisco, CA 94104 '-~ 1 _ ~ S. ~~O ~Q,S Q~ ~~SS. PLO ~ ~~ NON -PROFIT ORGANIZATION U.S.POSTAGE PAID BERKELEY, CALIF. PERMIT NO. 308 .~ ,, ~ t1 r ~ ~'. E{p: DEC E5, Crg N2ah=r Heritage F'res Commis~aion City of 5a•-atoga 1'777 Fr~itvale Ave 5arato~3a, CA 95t)7i) o .. ~ Preservation Workshops - Napa On January 23 CPF presented another in its series of "Travelling Workshops", this time in Napa. The workshop, tailored to meet the expressed needs of the Napa Cultural Heritage Commission, dealt with the economic benefits of historical commercial districts, the ad- ministration of design guidelines and the effective management of preservation ordinan- -~ ces. The workshop, planned for the day before a scheduled CPF Board meeting, brought exper- tise from throughout California to focus on Napa's preservation program and its promise. Churchill Manor, Napa's historic Bed and Breakfast Inn, hosted the board meeting and a Saturday evening reception, sponsored by Napa Landmarks, brought CPF Board members together with preservationists from the entire county. Such workshops, held in conjunction with Board meetings, are traditional for CPF. They enable the Foundation to share its valuable statewide experience with local preservationists, to see the community, meet preservationists and strengthen the network of Californians concerned about the conser- vation and enhancement of historic resources. If your community wants to host a CPF work- shop, we encourage you to contact the Foun- dation office. Next Newsletter Dead I ine -March 31 {- • CITY DF SRRRTOGR HERITAGE PRESERURTION CDMMISSIDN RGENDR DRTE= Wednesday, February 18, 1987 - 3:00 p.m. PLRCE- Saratoga Community Library Meeting Room 13560 Saratoga Ruenue, Saratoga TYPE- Regular Meeting ------------------------------------------------------------- I. ROUTINE ORGRNIZRTION R. Roll Call B. Rpproual of Minutes of 214187 C. Posting of Rgenda D. Oral Communications II_ OLD • R. III. MEW R. B. BUSINESS Heritage Resource Inventory ..~ il~~ ~~{^• BUSINESS 1 1 HP-12 Heritage Landmark Designation Replication for ~ Saratoga Volunteer Fire Bell C14434 Oak Street) HP-13 Heritage Landmark Designation Replication for the 8~ Missionary Settlement House C14683 Oak Street) IU. ITEMS INITIRTED BY THE COMMISSION U. RDJOURNMENT ^~~ ~~"~ V~ Q~-r~ ~{ -- ~~~ u•~T~°,~ tom' Cu~i~?~~ -- --- __ t @a~xrPaq P~~F~ - ts~ PnJ ~r~.c~-~°tvE ,, ,~ • ~1~~~~'CC~~ ~. 9 • i c I T`d OF SAF;ATOCA MEF; I TALE fi'I';ESEF:UA"I" I OPa COP11"I I SS I Ohd DATE s Wedi-iesday , t=•ebruary' 8 :~ 19i~7 9 3 a SCi F' . M . F'LACEa Saratc+ya Community Library I'4eeting fiic+c+rri, 1535u Saratacla Averiueo Sai-atc+ga TY1/E ; fiegu 1 ar meet i i-ig 1 . F:OU•T I hdE OfiiGAl+1I A'C I ON A. Fit+11 Ca11 fi'reseiit~ Landsnessv Aiisnes, k;c+epernik:o Heidq Tyr'•ell~ Uc+ester q Camei-c•n • Ab se it t : R}c+i-ie Staff „ Yc+t_tng 'Jisi•tai-: L~stty fc+~v~ Staff nc+ted that t:he ages-ida had bE-'eil pc+sted at the Gc+unc i 1 Chambers c+n 1-3t=--57. Et. Appi-a~ai c+f r~iiiiutes c+f 1-51--8? MlS tJc+ester/Comers+n tc+ app--c+ve minutes o•f 1-21-~i7 meetii7g as submitted. Passed. 4t i',ai'llfnot_tsZy. C. Oral Cc+mmui-ticatic+i-is W. Heic} passed c+t_tt cc+pies c+f ta1c+ a's-titles per-taii-iii~g tc+ Heritage fi'reservatian C:c+mmissic+i-i, Pram the Sai-att.+ya I~letn~s F•ebi-uai-•y 4, 1~'~3?. D1sCUr-~s1C+n C+il "I~1stC+l'IC QVF?i'lay'" :=C+i"tillg prGpC+sal i-ef~'eri-ed to ir•i t~evaspaper article. W. Heid stated his r_ancern that ne~+spt:,per communist-itic+;~s are i~c+t as facatual yes they she+uld be. There was gei-ieral dl!3Ct_lss7.C+i•1 c+ri }-iaw te+ I-taridle misguc+tes. W. Heid stated he we+ud discuss •the rnatter- with the City Attc+rney, cc+ntact the edits+r, and r~pc+r"t bat}L to the Cc+mmissioii at the ne::t nieetii~g. I i I I . C71_U BUS I hlLt~~S A. Bed and Bt-c5ak:fast pt-ditiat-tce V. Yc+urtg stated tl-tat there will be ~ public hearing March of by the Caur~e i 1 . Staff wi 1 1 be prepay i r ig ~ map delinea•t-ii-tg the Village boundary and the ;~t~tt_t ft. ]. it-tee. D. Tyr-ell presented a map she+wit;g the pc+tt~~ntial historic pt-c+perties that could be consider-ed fc+r bed- and-breakfast uses. The Cc+mmissic+t~ nc+ted9 he+aaever-:, that only one structure within the 5i_ttt ft. boundary i.s a designated landmark. V. Young clarified for the Commission that the Villatge BC+Lti'ldctt-y was from the map adopted in con,junctic+n witl•~ the c+tiitig c+i-d i.riartceo and r ept-eserited areas beyc+rid .aunt the commercial ~c+nes. B. E-+rc+tt e Plaques h~#. F~:c+eperrtik: repar-ted that there will be a c+t-~e time ir•titial fee of ~27~ which will include lagoq l~ayautq and t-_+ne f;laque. The cc+st thereafter will t;e ~bc~ per- • plagt..te. M/S Tyr•ell/(-`,tisr•~es tc+ approve 'logo as si.rbr7titted. After d1SSCl.lssiC+Ytn thel-e was an arrtended M: S VC+E'Ster"IAnsnE.?r~ tC+ change tt-~e locatic+ti of the HF'1# fr-orn the middle 1 ir7e ~tr_+ the lower- right hai-id corner. I'lotic+n passed unar7 i rrtc+us 1 y . C. Heritage Besc+~.tr-ce :[rtventc,ry 6J. Heid suggested that the pr-c+fessic+t~al assistance be on a contract basis at an he+ur-ly rateq for <~ total a~~. ~•,it_tCti_; tc+ k:;e used. Ttiet-e is a. ~bt;r.-t ~tppt_c,ved pet-sor~i@1 budget and W. Heid requested that the commission uL•ca ar-~c+ther ~4t~?C> from their survey accc+utit. V. Young atil.l check: to see he+w the money can be transferred. `fe+ung reminded the ec+mmissiar+ that they ~-•i-te+uld perfc+r~~nt the survey in accordance with the state guide-aline:.>. W. Heid assigned each cc+mmissic+t-t member tc+ dc+ the reseal'Ck-t C+n tell hC+l.lse5 C+n tht? l lit aEi fC+11C:+4V59 1-iEt S. Landsness 11-c?t> W. Heid ~ti-i_t B, Voe51:e•r ~1-bt;t F(. -fyt-ell bi-?~~ L. Atisnes u II . C. tCGnt.`• Cofrifti].sSlol"iet-S 4Vi'll completer the state ii-i~rc:ntc.~r-y form, e;:cept for the par-,~graph ar} his~taric significance. III . T TEI"1~ I I~1I T I G7AE~} Ei'd 7E-IE COh~ii''f T SS I Ofl B. Vaestei- stated hEi- cc~nceri•i tt'iat 1:hei-e is i--ow ~~ fc~e e~f ~4ir for designation and a ~;?~i fee •for- an r.~lteratir_~n perrrrit •~c~r. a drsigi-iGited resource. U. Your;g stated that the: fee schcdudle was adaplrerJ Clctaber- 1~. 1~i~,5 by city cot..ii-icil ar;d was bGised on am ria~.ir-3.y rate fete- planners time. The conimissic~n agreed tt;cit 6J. Heid wac-ld talk to tt;e V~lanrring Director and City Mal-iagE~r- ai-id thei-i report back:: to the Corrnniss3ai-i. I'~'. Fed journment The meet i i-ig was crd j aur-ned at ~ e ~~; F' .1"1. "i;he ne:;t meeting will be held an GJednesc:iay, Eebr-uZr-y iCq hesper_tfu'11y subrrrittedq Heather S Wi l.sr_~ri ~eC i"et[-~i'y L~ Oo 1~D ~ ~~~~~~~ ~, ..-. ~-::..e..,i.t. _as. ~-.~'~ r.~aa *. __ ~ e...-:.w. .,._ .. -_ l+:, ii, ~ $f~..~a.~2~u .. ti~#"~?',~.t .is #. ~a '~..' .. ~. .s,~. _~~ _ .. ~ ~ .. ,.~... ~~C7"ARR,EN B. y A N D A S S A R C H I T E C T S HEIR AIA O C. I A T E S • P L A N N E R S 1 4630 BIG BASIN WAY . P.0.80X 14 . SARATOGA . CALIFORNIA 95070 • 867-9365 REVIEW OF POSSIBLE BUILDING STYLES HISTORICAL AND CULTURAL RESOURCES INVENTORY HERITAGE PRESERVATION COMMISSION CITY OF SARATOGA, CALIFORNIA August 1986 The following information is presented as an opinion of the building styles for the inventory of the commission to be considered for identification for identi- fication of the historic structures. No . 1 No. 2 No. 3 . ~ No. 4 No. 5 No. 6 No. 7 No. 8 . No . 9 No. 10 No. 11 No. 12 No. 13 No. 14 _ No. 15 No. 16 No. 17 No. 18 No. 19 No. 20 No. 21 No. 22 No. 23 No. 24 No. 25 No. 26 No. 27 No. 28 No. 29 No. 30 No structure Welch-Hurst - Bay Region Craftsman Paul Masson Mountain Winery - Spanish Colonial Revival Paul Masson Lodge - Norman or Normandy Garrod Ranch - Pioneer Pike Estate - Normandy Chateau Hakone Gardens - Japanese Fabretti House - Pioneer John Henry House - Pioneer St. John's Episcopay Church - Pioneer Madronia Cemetery - Pioneer Hannah M cCarthy House - Greek Revival William King House - Pioneer (Colonial.) Congregational Church Parsonage - Pioneer (Greek Revival) Missonary Settlement House - Queen Anne Cottage Erwin T. King House - Colonial Salt Box Pettis Livery -'Pioneer Marsh-Metzger House - Bungalow Springer House - Pioneer Grover House - Pioneer Green Store Building - Flase front Pioneer Cloud-Smith Building - Decorative Pioneer Sam Cloud House - Neo-classic Sam Cloud Hay and Feed Warehouse - Pioneer Hutchinson Building Saratoga State Bank - Classic Revival Kerr-Hogg Building -originally False front Mission Revival Saratoga Drug Store - originally False front Mission Revival Page Review of Building Styles For Historical an d Cultural Resources Inventory Heritage Preservation Commission - City of Saratoga August 1986 No. 31 Henry Jarboe House - Pioneer No. 32 6. Grant Taylor House - Bay Region or Shingle No. 33 B. Grant Taylor House - Bay Region No. 34 J. E, Foster House - Pioneer No. 35 Pollard House - Queen Anne Cottage No, 36 Neil Carmichael House - Neo Clasic No. 37 h~morialArch - Spanish Colonial Revival No. 38 Methodist-Episcopal Church - Pioneer No. 39 Saratoga Village Library - Mission Revival No. 40 McWilliams House - Pioneer No. 41 Hogg Store (Museum) - False front. Pioneer No. 42 Saratoga Volunteer Fire Department Bell No..43 Lunblad's Lodge - Craftsman or Shingle No. 44 D. C. Bell House - Mission Revival No. 45 G. A. Wood House - Greek Revival No. 46 Saratoga Federated Church - D1ission Revival No. 47 Saratoga Foothill Club - Bay Region No. 48 Francis Dresser House- Neo-Classic No. 49 Luther-Cunningham Stone House - Period Architecture No. 50 No. 51 Thomys House - Pioneer No. 52 J. C. Cunningham House - Decorative Pioneer No. 53 E. M, Cunningham House - Decorative Pioneer No. 54 Meason House - Pioneer No. 55 McGrew/Atkinson House - Pioneer No. 56 Crowell House - two story Pioneer No. 57 Hayfield Caretaker (wrong picture) No. 58 Hayfield House No. 59 Webster/Sutro House - Dutch Colonial No. 60 Rancho Bella Vista -Italian Villa No. 61 Sterne/Andres House - Pioneer No. 62 Hale Estate No. 63 James Richards House - Craftsman Bungalow No. 64 Villa Montalvo -Italian Villa No. 65 Tibbett House - Colonial Revival No. 66 Kontani-en Garden -Japanese No. 67 Austin School - Craftsman No. 68 Nippon Mura Inn - Craftsman No. 69 Meagher/Smiley House - Mission Revival No. 70 Odd Fellows Home - Mission Revival No. 71 Ellis House - two .story Pioneer No. 72 San Tomas Grammer School - possibly Dutch Colonial No. 73 Brandenburg House - Decorated Pioneer No. 74 Anderson House -Pioneer No. 75 T. S. Montgomery Page 2 ~. A~ ~'. -~ ~ELTE~.. r . ~ :. • ... . ., One of this countr 's to ~ ~ "•• ~•`.' ••"'~ Y p young architects takes ' ' ~ ~ ~ ~ ; . " • ~ ~ . . a look at American architecture from the year 700 through.to.• '• ~ ..•!~ '•' •~~" ~~ • ~ the present and beyond. For the year 2000 he .~ ~ ~ .' '~ ' • ~ even takes a stab at living in outerspace ' , ~'' . ~•~`• ~ . . , . ~. ... ~_ _` _ ~ 700 1200. 1400 ~ 1623 - ` •' - '~ • _. _:` d; .~ _ __ _ 1635', 1638 ~ 1640 1650 '~. 1655 . ~ 1660 ,~ Pueblo Tipi Longhouse English .Medieval Log Cabin Slone Ender ' Cottage Dutch :: Jacobean .. ~• Garrison •Colonial House 1765 1770 ~ ' r Federal ~ •. 1800 1815 ~ ~ 1820 1825 - ''.; ~: 1830. Jetlersonian Classicism Adam Regency' Greek Revival. Spanish Colonlel• :Shaker . ~ . 1860 1860 ~ 1865 ~ 1870 ~ - 187 . 5 Octa on , R n , e 8 9 alssance Slick ~ Second Empire High Victorian Gothic 1 80 • .1885 •• • ' Removal Queen Anne •" •: ,Richardsonian Romanesque .. ,' ~ • .. i• .. ~ ...' • , .' . --- - --- I i 1895 -- Mlssion 1900 •1905, 1905 ' Tudor Classic Revival Wrighlian i i ... ., • 1930 1 ~ L~ . • "` ° o ~+ International X35 1945 1945 1950 1950 ' Arl' Moderne Northwestern Quonset Hut Mobile Home Prefabricated .. _ .... .. ~~- \ _ ~ .. - - ~- ~:xJ '1. • --- _. . 19 . . 5 5 , 1955 • ~ _ ~~• 1 Contractor Modern ~ ~ ~ ~~• ~ 1960, .: - • a.. •1960, Neo Colonial Split ,Level. ~ ~ r'~' ' • ~.Brutelism ... . ~ hOm nrnencan SPe11M by I oa'.t• V~elhnr Cnpynphl !~l Inn r ~-.., r ngnr Vl.r~ ~ ~ '~^d I. ... , ~ ~ ~ ' c nas always been dttticult for ~~,. to :rave! anywhere in Americ d not wonder wl~y houses are the way they are. Why is one shaped like a Greek temple while' another has icicle-like decoration hanging Erom its roof? Why is the split level •ome of the 100 house styles that are in. the book. These are reflections of the culture of their day; works of art designed and built by, skilled crafts people. ' Of course, they all ha very special reasons 'for being they area ^ -,LES WALKER split and the Itbox c.,:,, ,l saltbox" My entli~ istn for I ousel ana their design leas led me on an excit- ing five-year adventure resulting in . a book titled An~ericari S/,elder. Below is a chronological listing .I've drawn ,`for House Beautiful. It represents :.. ` - ... _' `^ - - -- .. ~ ;' 1 ~ _. - - --~.-~_ - G7• 1690 1700 r ~ ~ Saltbox New England Plantation .Colonial 171 0 1720 1720 Farmhouse Cape Cod 'French Colonial Georgian ~ ~ ~ r~lir l ~I . ~ ~ ~ 4~ ~ 1840 1840 n -- ~ - Shacks 8 Shanties Early Gothic Revival CapeOnler Gothic 1855 1855 ~ • Swiss Cottage 1855 1 Itallen Villa .. Ilalianete 885 ~ 1885 Dorman ~ ,~ Shingle ~ ~ ~ "'°" , ~ ~ Chaleauesque .. -- - s . - ~1895 ' :~~Georgian Revival • . Q ~ ~ _~ 1905 1905 ~ ' ' 1910 1925 _ 1925 _- ~ _ Crallsmen Bungalow '• Bay Region Colonial Revival , '1930 . Spanish Colonial Revival ;Period ~~ r - ~ -_ ~Ctm ~ \ ' 1950 1950 C ,.__ Miesia^ California Ranch 1955 1955 1955 High Tech `A" Frame Rool Architecture .. ~ a~ m ~ ~ ~~ • , - - . Ui1fP~f u o ~ ~~• - 1970 1970 1970 ~ 1975 Geodesic Dome Modular ~ New Shin le ' 1978 ~ 2000 9 International Revival Solar. Post Modern' Space . ~~~ Less Ncikor U ~~Q7~j~~7 (~ I! :0 ~ Y ` a ~ ~ ;',-ry . ;:~ ~vY~~~+4r.~Srtv_.r ~`~:~:r."_~n~ a j ~,~i ~ «~ . ~~..,13~' .. i`. .f Yi~ .......f.+:..~-h-...t .Z , .._. ... ., ~... ,. ._.., 1 ... ~~.i.~ .. ...~ ~;}~l,. 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 • (408) 867-3438 MEMOR~INDUM TO: Heritage. preservation Commission DATE: February 10, 1987 FRO M: Valerie Young, Secretary to Commission SUBJECT: Consideration of two applications for heritage resource designation The Heritage Preservation Comri.ission has received two applications for heritage resource designation. These are discussed more fully below: HP-12. Saratoga Volunteer Fire Be].1 (14434 Oak Street) This application originally was initiated in early 1986 jointly by the Commission and the Saratoga Firemen's Social Organization. However, before proceeding with the designation process, the Fireman's Organization wanted • to wor{; out an agreement with the City of Saratoga regarding transfer of ownership of the bell in the future. Such an agreement has been signed and is included with the application materials. The Saratoga Fire Bell is currently located at 14434 Oal: Street in front of Firemen's Hall. It hangs from a large wooden beam supported by two columns of red brie:. Historic information about the bell and the Firei•~en's Organisation is provided in the application. HP-13. Missionary Settlement House (14683 Oak Street) This application was submitted by the current owners of the property, Woodrow and Terri Lamas. The house is a single-story Queen Anne Cottage constructed in the 1890's. .Additional historic and architectural information is provided iri the appli::ation materials. Action by Her,itaae Commi=lion According to Section 13-15.m50 of the City Code, the Commission is required to render its recammendatiari ors the designation in the form of a report to the City Council. The report sf7a11 set forth in detail the reasons for the Commission's decision and the information and documentation relied on in support thereof. In ardor for the Commission to recommend to the City Council approval of a heritage designation, the resource must satisfy one or r*7are of the fallowing criteria: s • ta) 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, types period or method of construction, or is a valuable example of the use of indigenous materials or craftsmanship; or (d) It is representative of the notable design or craft of a builder, designer, or achitect; or (e> It embodies or contributes to unique physical characteristics representing an established and familiar visual feature of a neighborhood or district within the City; or (f) It represents a significant concentration or continuity of site, buildings, structures or objects, unified 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. W ~ 1lCJ.L~1141..:V1~ 1V~J._~'~~ f ~ ~ ~~~ > -T_ _ Meeting Date Fee (No fee for designation only) CITY OF SARATOGA HERITAGE RESOURCE DESIGNATION/PERMIT APPLICATION FORM • I. Identification of Heritage Resource A. Name 1) Common Name Saratoga Volunteer Fire Bel l 2) Historic Name Same B. Location/Address 14434 Oak Street in front of Firemens Hall C. Assessor's Parcel Number 517-10-013 D. Use of Site Landmark 1) Original Fire Cal l Bel l E. Present Owner Firemen's Association (Saratoga Fire Department) (Please attach.. documentation of ownership) 1) Address 14488 Oak Street 2 ) Phone Number 867-3347 Andy Bogart,, President 3) Public or Private Ownership Private 4) Has Owner been Notifies: of Application? Yes II, Purpose of Application -- A. Application for Designation or Permit? Designation 1.. If application for permit briefly describe proposal and _ alterations required. B. Application for Heritage Landmark, Lane or District?Landmark 1. If application for heritage lane or district please attach required petitions (Section 6(a) Ord. No. 66). 1 III. Description A. Briefly describe the present physical appearance of the site (including major vegetation features) or structure ' and describe any existing major alterations from its original condition: This fire bell hangs from a large wooden beam supported by two columns of red brick. It is surrounded by shrubs but is near the sidewalk where it can easily be. seen. B. _ C. D. E. Architectural Style N/A / ~ Year of Construction_ .~`' ~il Q,GOt ~~18.p/~ Name of Architect or Builder --____ Approximate property size in feet (please attach legal description if availably) 1) Frontage 19.91 2 ) Depth N/A F. G. H. 3) Approximate Acreage Condition of Structure andJor Site (circle one): 1) Excellent ) Fair 3) Deteriorated Is structure altered or unaltered? Secondary structures on site. Describe. The Fireman's Hall is the main structure on the site. The bell is in front of the hall. I. Is this the original site or has the structure been moved? The fire bell has been moved from it's original site. (See IV A.) ~~ 2 . _~,. - i Today it rests as a marker in front of the Firemen's HaII on Oak Street. Location MaI ~ ly ~ J p.J Ph,a ~~T¢~, <o ~ 4, s (Label site and surrounding stree roads and prominent landmarks) IV. Significance -- A. Briefly describe historical and/or architectural importance of the resource (include dates, events and persons associated -~ with the site) • As early as 1903, this firebell hun on a steel tower located directl over the fail on Fourth St. near Lumber St (now Big Basin Way) In 1924, the Sarato a Fire District was legally incorporated b vote under the State of -California Fire District Act of 1882. (Attach sheet if more space required) B. List sources used to determine historical value (i.e. books, documents, surveys,, personal interviews and their dates): Cunningham,"Saratoga First Nundred Years" . C. Does this site/structu?-e have a county, state or federal historical landmark designation? NO V. Form submitted by: 1) Name Andre' T. Bo4art and Barbara Voester 2) Address 20800 Wardell Rd., Saratoga, CA ~ 95070 • 3) Phone Number 867-3347 ~ 4) or Saratora Heritage Preservation Commission i 3 . • A great deal of unselfish labor had always been required in the launching and development of all of the community's public im- provements, and the 1920's brought quite a number of such under- takings. About the first was the Fire District formed as provided by state law. The men who had been prominent in the prevention and control of fire over the years were the principal organizers. Ed Seagraves continued on as Chief, a position he had served faith- fully for many years. No group of public spirited individuals ever rendered a more efficient service to the community than the Saratoga Volunteer Fire Department. While Saratoga had never been devastated by fire as had other communities, it did have its share of outstanding blazes including'Maclay's tannery and grist mill in the sixties, the paste- board mill in the seventies, Saratoga paper mill in the eighties, and Congress Springs Hotel after the turn of the century. Saratoga's citizens, realizing the menace of fire, took up a collec- tion and purchased four hundred feet of two and one=half inch hose, mounted on a hand-drawn cart that was used until the Fire District was formed. This was kept inside the door of Kane's blacksmith shop, on the lower floor of Kane's Hall. Afire bell was bought and hoisted on a steel tower located directly over the village jail on Fourth Street near Lumber Street. The San Jose Water Works installed four fire hydrants along Lumber Street, one at Sixth, Fifth and Third Streets, and one at the end of the Saratoga- • Los Gatos Road. _ In 1924, the Saratoga Fire District was legally incorporated by vote under the State of California Fire District Act of 1882, which gave the district power to raise money for its needs through taxation. Three elected fire commissioners, Lee Renn, G. E. Tarleton a d W. A. Rice, soon purchased a 1924 Model T fire truck. In 192, a chemical Model Afire -truck was added to the fire equipment. Ten years later, the first fire-pumper was bought and the old one was retired. A roll call of fire chiefs who made many contributions towards Saratoga's progress in its formative years included Ed Seagraves, Martin Kane, Eber Tarleton, Carl Taylor, Everett Priest, Lee Renn, Jack Clarke, Donn Renn, Eugene Heuer, Wilbur Worden, Virgil Campbell, Earl Renn, Jerry Rcnn and Henry Clarke. Ninety-one- year-old Pete Albini holds the distinction of honorary fire chief for the past twenty-five years. This old-timer came to Saratoga in 1897, - worked for Hubbard and Carmichael Lumber Mills, and has been an enthusiastic volunteer fireman since the turn of the century. Up to his eighty-fifth birthday, Mr. Albini was a familiar figure rushing down Oak street to the firehouse responding to the ringing of the fire bell both day and night. The passing years have increased the skill of the fire fighters and brought great improvement in this equipment which today rates among the finest in the state. Quite a number of Saratoga property • owners have reason to be grateful for the efficient work of the town's Volunteer Fire Department. i ~ • 7#'~' ] ~:'y .~ -.. w(q~Y ']ew(tirw.M ^" _'.~ J 1. .' ~!1~y'. .+- ~ i"~ ., ... t ~ Y ~.. c-"~~_ #~1 ' a 111' s ' ' f.~ Y~ ~4`.. ~ 3 '' , h ~p~]~~,4 MM ]. rY .. ~i~ii:l~kSita[ r:#l i4Y <i A`.fJ} K4.. ~~i~i.:rrf`a..R.,: •. Sal-. aA;4?. .~~ ". .. - '~~. .. ~ w Members o Sarato a Fire De artment t out new Food Ma- f g P nJ chinery Corporation fire equipment delivered over the weekend ' of April, 1951. Shown at near hose are Leo Dickie, Chief Wilbur Worden, Ralph Van Arsdale, David Teeple, August Boisserance and Bill Sharp. At far hose are Pete Albini and Virgil Campbell. Others are Donald Renn at door, ]erry Renn, and George Lam- ' phear. Dutrict commissioners are Walter J. Lindstrom, L. C. Renn and Ralph Eaton. I• I M P O R T A N T Prior to submitting an application for heritage resource designation or permit application to alter such a reso~~rce, the following should be read carefully. I, the applicant, understand that by applying for a permit to alter such a resource that the site of this resource will be subject to the limitations and provisions of Ordinance No. 66. I also agree that these limitations and pro~~isions will be complied with as well as any conditions upon which the ~ry~~'~my~handt~hn Jis~granted.y If w'tn~e_ss whereof, 19~re unto set ~ da o , ~ ac ,~ DD 1~~jr Signature ~~,, t,~,,~ ~y f G~-" ~ Print Name ~ ~ ~~ ~}~~. ~~L~ ~ Address_ 2 L~ ~ © L% :`'~-COQ 1'Y-LQ ~~ /~~f - CSC( /"~-! 7Z c~t~ ,yam -~1~~ o ~1L ~L~~ Phone: Residence 867-3347 Business ~- • is ~ VI. Recommendation of Commission to (circle one): City Council/Planning Commission/Community Development Department A. The Heritage Preservation. Commission is for/against the proposed designation./permit application. B . Comri~ents 4 CJ C. Findings: • Signed Chairman of Heritage Preservation Com-nission • ~~ . s ' • AGREEMENT CONCERNING FIRE BELL ~ . . ~f THIS AGREEMENT, dated '~~t3(L~pc~t-~ Z 19 ~, by and between THE SARATOGA FIREMEN'S SOCIAL ORGANIZATION, a nonprofit association, hereinafter referred to as "Association," and THE CITY OF SARATOGA, a municipal corporation, hereinafter referred to as "City" is made with reference to the following facts: ' A. Association is the owner of a steel fire bell presently located at Fireman's Hall at 14434 Oak Street, Saratoga, California. ' B. City's Heritage Preservation Commission has determined that said fire bell has special historical and cultural significance, interest and value as part of the history of the City and ought to be preserved as a heritage resource. C. Association has agreed to transfer ownership of the fire bell to City under the circumstances hereinafter described. NOW, THEREFORE,. the parties agree as follows: 1. Association hereby agrees that upon any dissolution, termination of existence, or other circumstance resulting in the discontinuance of Association as an operating nonprofit organization, the ownership and possession of said fire bell shall • automatically pass to City, without further action being required on the part of Association by way of executing an instrument of transfer or otherwise, it being the intention of Association to hereby make a present gift of said fire bell to City which shall become effective upon the occurrence of any of the events specified herein. 2. Association may, at any time, transfer possession of said fire bell to City, and hereby agrees to do so in the event Association is no longer able to provide safe custody of the bell at a location within the City of Saratoga. 3. City hereby accepts the gift of said fire bell from Association and agrees to keep and preserve the same as a heritage resource. Upon taking possession thereof, City shall display the fire bell at a location accessible to members of the public, as determined by the City Council after considering recommendations from the Heritage Preservation Commission. In considering possible locations for the bell, the Council shall give first preference to the Saratoga Fire Station (14380 Saratoga Avenue) and second preference to the Saratoga Historical Museum (20450 Saratoga- Los Gatos Road). All costs of removing, transporting and installing the fire bell at its new location shall be paid by City, and City shall thereafter maintain said fire bell as may be necessary. In addition, City shall display with the bell a suitable form of identification describing its historic nature and significance. 4. For so long as Association retains possession of the fire bell, Association agrees to keep and maintain the bell in safe custody and good condition. It is further agreed that Association will not remove the bell from the City of Saratoga and will not sell, transfer or otherwise dispose of the bell, except for a transfer of possession to City pursuant to this Agreement. In the event the bell is removed from i its present location, Association will promptly give written notice of such fact to ~ .~ ~- ~_ City's Heritage Preservation Commission indicating the place to which the bell has • ;'~ been relocated. ~i IN WITNESS WHEREOF, the parties have executed this Agreement the day ~ and year first above written. SARATOGA FIREMEN'S SOCIAL GANIZATION BY ~fW"C~ ~ G' THE CITY OF SARATOGA, a muni ipal Corp do i i By ~` • .. •~ ~ ~ l-T\~ Received / - 29 -8~ ~ ~ M~ ~ \ , .. ~~ ~ Designation No. ~~j _ Meeting Date Fee . (No fee for designation only) CITY OF SARATOGA HERITAGE RESOURCE DESIGNATION/PERMIT APPLICAkTION FORM I. Identification of Heritage Resource A. B. C. D. ~E. Name 1) Common Name G. 0 h'1 R -r ~O t~f ~ 2) Historic Name _`~jSS/ON.a~~/ ~ p-i LRwc~cwT- [TOG Location/Address /ti! (~ ar3 ~~, /~, S'' (- Assessor's Parcel Number S/ ~ - 8' -~~ use of sit` ~~ !L/ vii: rL ~O ~~ 1) Original `1? _ S ~ r NG .r Present Owner ~~ ~ p~ t~ Ff~ R. ~ D ~ i4-r (Please attach.documentatio of ownership) 1) Address /'y6 ~'3 ~ ~lC. .~~' 2) Phone Number ~j~p ~ - ~,9'~,(~ 3) Public or Private Ownership ~ ~ V,4 i r 4) Has Owner been Noti~iec. of Application? II. Purpose of Application A. Application for Designation. or Permit? !/iE.flG.n/R i tom,/ 1. If application for permit briefly describe proposal and _ alterations required. B. Application for Heritage Landmark, Lane or District? '. 1. If application for heritage lane or district please ," attach required petitions (Section 6(a) Ord. No. 66). • . ~ -• -. •~ .. • III, Description A. Briefly describe the present physical appearance of the site (including major vegetation features) or structure and describe any existing major alterations from its original condition: ~ - Co~-ra c~.~ Sf., /~ ~ 3 G- a t3 ~ Fc S Gov ~ ~~ ~ _ r .: r' ~.4.2c,_ ~. /t vrE O,~ lc. -. /.a. t Fr t .~ y -'' ~ ~" ~y J.w t /~' - fS 4 c ~C f7 rSo rte o~ . /~'i rc rf ~'wt •~ ~ ~ i~.ei Tr+ ~ O 4 ~S~ ~, C f rt t Q. ~ Q' Z ~ r B, Architectural Style QC,r ~rC~ A,y,y~ Coy ~ A ~~ C. Year of Construction ~~tc r_.i f"~ tN /88"~ {~ /~ 9 D. Name of Architect or Builder C E. Approximate property size in feet (please attach legal _ description if available) 1) Frontage o1, a-' ~f" . 2) Depth_ ~y9 ~' /~~ 3) Approximate Acreage Q. 3 F. Conditi n of Structure and/or Site (circle one): Excell~n 2) Fair 3) Deteriorated G. Is structure altered or unaltered? H. Secondary structures on site, Describe, I, Is this the original site or has the structure been moved?- - D !2 / ~ / c.~ ~'4- ~ ~ -~.. ~ ~: L ~Q~o J. Photo fDate Taken_ fr ~4 ~ t~ 1 l 14 C l"'1 ~=~~ IV. Significance h Location Map ~Q S o Usk. st ~ I /~ ~r N S / ~4vy ~ ~s~ 7- ~,. D ~ s ~ ~~ x (Label site and surrounding streE roads and prominent landmarks) A. Briefly describe historical and/or architectural importance of the resource (include dates, events and persons associated with the site): B. L L- H.~l. l t / ~`! ~ g 0 ~' ~' Gt ~ ~~~ 1C , '~. /^' '~ r J f V •.1'ay~ , (Attach sheet if more space required) List sources used to determine historical value (i.e. books, documents, surveys, personal interviews and their dates): C. Does this site/structu.re have a county, state or f~-decal historical landmark designation? /~ Q ~s•~l~.A ;-b ~R /~!~ ICN ~'~ ~/ o ~ /~f'13 TbM~ L s I % 1Q V. Form submitted by: / •-- 1) Name 2) Address 3) Phone Number ~ 4) or Saratoga He e Preservation Commission .. ~ A • I M P O R T A N T Prior to submitting an application or permit application to alter such be read carefully. for heritage resource designation a reso~:rce, the following should... I, the applicant, understand that by applying for a permit to alter such a resource that the site of this resource will be subject to the limitations and provisions of Ordinance No. 66. I also agree that these limitations and provisions will be complied kith as well as any conditions upon which the application is granted. In witness whereof, I here unto set my hand this ~~(•~ day of_ j,~y~~y,,~~ 19~r~-- Signature s~s~ - Print Name _ .~. ~ p wt r9-s Address ~'7l6 ~l ~; ©~, ~ ~-~--- • Phone: Residence 8'~ ~ "~q j(~ Business 7 ~/ 3 - 7 ~/O 3 VI. Recommendation of Commission to (circle one): City Council/Planning Com'ission/Community Development Department A. The Heritage Preservation Commission is for/against the proposed designation./permit application. B . Comments .. . c ~ f ~ _. • C. Findings: Signed • Chairmar. of heritage Preservation Commission ., . l `.'•.'', .,, MISSIQNARY SETTLEN~NT HOUS - ~ ,`, ~, • C ` ~• ,,, '. \ ~, , ,. ,. ` -• \. ~JI171 `frlT1ON ' r / / ' ' r ' \ \ \ . r / ~•~\/~' ' ' ' ' 14683 OAK STREET \ \ //.,, ,/, \\\ . , , , , \,\. 16 .,.,\, SCCI#~ %' /\'`/ SARATOGq, \•\/ .~,,`/' \,' \\~ /~ .,. /,/, ,\. . \ \ \ \ CALIFORNIA, 95070 ' ' ' ' ~~ ' ' ' ' ' '\'\'\ ' / \ \ \ \ \/\I\/\/\I / ! / 1 / / ! / ~/ \ \ \ \'\/\/\`\/\~\/.'\/\ ~!\/\/\/\`\~,'\'\~ \ •. \ / '`/\/\~. YEAR \ • ` , \ , / ! / / f / / ~ / / / / / / / / / ! / / / / / /\,\,i\,\i ,\ \ \ \ \ \ \ \ \ \ \ \ \ / / / / / •/\/;PARCEL NO.~/;.\ 517-8-017 \'\' 1897 '\'`!~ / / ~ / / ? / / I I I • \ \ / / / ! ~ ~~•'`'VESTED / / J WOODROW • •' ' \ \ .... \ \ \,\;\, & FERN LOMAS ~,\,:,;,.. .,\\ .,, •/\!`r ' , .' 14683 ' , . • / /O~R\ \ ,~ OAK STREET , \ \'. ,\ ',,. / , , , , SARATOGA, CALIF. 95070 .;/;/'/~'/~ ~~,. -,. ,,,. ;//, ,,,. -. ,.,~,.. ./„ . ,\.`. .•J,•/\ / \ \ ' / / /•~ I\r\r\1 \ \ \ \ \'' / / , / / /•. _ \ '• \'. / J ! . /. \ \ \ / J ! I \ \ \ / •/•~ /,! / I \ \ \ \ . ~~ \ \ \ \ / / / I ,/•. 1, \ \ \ / / / J a \~, \ \ \ / / / I I , \ •. / /•/ \ \ \ , \ \ 1 . •/ I / / J ! / • \~. . \ l . . ,•/•~ • \ \ ~! •. / ! !•/ ~,'•. •,\; ,\/~ / / I / . \ \ \ ~ / ~ / f / / / \ • \ \ , ~ /•~ ,/• / / 1 / / f ! \ \ \ \ / / / ! '\' \ \ \ \ 1 / / / / / • \ \ \ /•. / / / ! f~. ~ \ \ \ \ / / ! / ~~S' EARLY LUMBERING PERIOO (1850-1880) In 1905 the Congregational Church acquired this house to use as a home for their missionaries when they were on leave. Original Use: Missionary Residence • Builder: Clarence Geor ! / •. \ \' / f \,'•,',. . \' ,' / . \ '. ,. •,r. /// . \ ', /.: .,`,~.., . , ~. ,,, .\\ ,. / . ,• .' \'\!. ,,, ,: ~.,,, .\•, ,,, ... ,,, /,,~.. \ \;~{i ~•, .. ~•, / { JOHN HENRY HOUSE...14630 Big Basin Way. An early; Pioneer Style house, built in 1869 by John Fienry, the engineer for the Saratoga Paper Mill. Beautifully maintained, this is one of Saratoga's oldest homes and ~ still retains its original appearance on the exterior. FABRETTI HOUSE...14669 Big Basin Way. Built in 1881, this was the home of Frank Fabretti, one of Saratogas.early settlers. PETTIS LIVERY STABLE...14605 Big Basin Way (rear). 'phis handsome red barn was built in 1898, by W.W. Pettis, to shelter horses for the Santa Clara Stage Line. The stage stopped regularly during its run over what is now Big Basin Way, to the summit of the Santa cruz Mountains. ERWIN T. KING HOUSE...14605 Big Basin Way. Built about 1875, the home was the residence of E.T. King co-owner of the Saratoga Paper Mill. The residence later served as a stage-stop rumored to be named the Oriental Hotel, and as a gambling parlor and bar in the lustier lumbering era of Saratoga's past. MARSH-METZGER HOUSE...14599 Big Basin Way. Built in 1909, by the wife and daughter of T.E. Marsh, a prominent Saratoga citizen, after his death. The lot was purchased from Hannah McCarty, as were most of the other lots in the area. 14523 BIG BASIN WAY-THE BRAID BOX A 107 year old building, believed constructed as a residence in in the late 19th r a.cic pur/rose cJprc~sennikm is nnl ~o~«rrrst tirrre Gru u~ nu~di«ie .cerr.eitirel~' triilr ;rrCes of change. l1 is ro unclers7crnc! the preseru «s « proclucl cf 1/re p«.ct oral « :I Ilse fi~. John W. Lawrence. Dean, School of Architecture. Tulane University. April ?~, 1970. to answer your more specific questions. As you can see, this amazing home reflects the personal warmth of two dynamic people. „~ ,\ ~~,`~~~ I~MISSIONARY SETTLEMENT HOUSE 14683 OAK ST BEET This home was built by Clarence George in 1897 and was known in its early days as the Clarence George House. In 1907 the Saratoga Congregational Church purchased the house for visiting foreign missionaries. From its earliest days the Saratoga Congregational Church was an enthusiastic supporter of missionary work, and the house is rumored to have been used for recuperat- ing missionaries. In 1900, the Saratoga Missionary Settlement had been organized to- give council, comfort and assistance to returning missionaries. Hence, the name - Missionary Settlement House. St. Charle's Street, which runs diagonally behi~the house was built during the early d of ' Sarat~a so the drivers'of spring wagons and fringe-topped surreys of the 1880's and 1890's could pull the grade more easily and reach the homes "on top of the hill," thus making Oak Street more accessible to Lumber Street (now Big Basin Way). One of the very important points about this historic home is its Victorian architecture. It exemplifies the Queen Anne Cottage style, which is a scaled down version of a Queen Anne "Mansion". It has the small scale classic detail and variety of textures (fishscale shingles and horizontal boards) which is typical. It also has bay windows, a veranda, high pitched roof, and gables; there are three prominent, oversized gables on this house. Notice, too, the decorative bracket's, spindles, .and roof ridge ornamentation. The high, twelve foot ceilings are typical of that era. The redwood construction is common in this area, and we can assume that the wood was cut and milled in the hills above Saratoga. This home, along with the cottage across the street, exemplifies a style popular in America from 1876. Terri and Woodrow Lomas purchased this. home from John and Joan Byrne is 1972. Before that, it was owned by Perry and Edna Crawford, who purchased it in about 1937. What the Lomases are doing to their home is' a perfect example of historic preservation. They are preserving the exterior as is, and restoring the interior to its 1890 splendor. It is uncertain what constituted the original home. It is believed that the parlor, living and dining rooms, and front bedroom are the original part of the house. It is presumed that the kitchen, bath, and back bed room were added. We do know that in the early 1920's the house was as it is today. It is probable that the fireplaces were installed after the house was built and naturally electricity and plumbing have been added. We know that the sunporch was an addition. . 6. SARATOGA SCHOOL SITE...Original y the site of the Sons of Temperance Hall which also housed the first publi~ school room. Another school was buil in 1869, became overcrowded and wa raised up to put two new rooms under neath. Again outgrown, in 1898 a hand some Victorian school house was built with a central tower, designed by locr architect, Chas. Boosinger. This wr again replaced by the building you se today, builtin1923. 7. CONGREGATIONAL CHURCH PARSONAGE...1466f Oak St. Built in 1886, this charmir. residence was built in conjunction wit: the pioneer Congregational Church, th first permanent religious organizatic in Saratoga. 8. WILLIAM KING HOUSE...14672 Oak St Built in 1870 as the home of Willie King, one of the owners and founders o the Saratoga Paper Mill. It is o redwood construction. The Kings wer very prominent in community affairs This home is a valued Saratoga desig nated Heritage landmark. MISSIONARY SETTLEMENT HOUSE...Se description in front section of booklet 9. MADRONIA CEMETARY See description i last section of booklet. 10. 14700 6th Street... Built in 1896, thi. residence was originally St. John' Episcopal Church. It has been greatly altered since its sale in 1919. 11. 14650 6th Street... Known also as the Nardie House, this tiny Victorian i:: of the era of the 1890's. Recentl} sold, and designated a Saratoga Heritagt~ Landmark, it will soon be restored anc' used as an office. "The preservation of historic buildings and sites has now become a part of the larger job of •creating and managing com- plex environments. Preserve one building and you preserve one building. Preserve the set- ting and the larger environment, and you keep open a thousand doors and opportunities for a better life for the entire community." Grady Clay, "Townsripe and Landscape: The Coming Bat- tleground." Hr.cturic Pr~~ser~uriun, January-March 197?. "The objective of preservation is the retention of the full range of styles, sensations and refer- ences that record the city's history and achievements visu- ally and environmentally to keep them in the city's vital mainstream." Ada Louise Huxtable, WiN 7~he~~ E~~er Fi~ii.~/r 13rnckner 6uulerru•d.' New York: Macmillan, 1970. VILLAGE MERCHANTS T HAVE SUPPORTED THIS EVENT ARE MARY.ED WITH CAPITAL LETTER 1 YOU WILL FIND THEM LISTED ON THE BA' PAGE. 1 t SARATOGA AVE. 0 THE NUMERICAL ORDER OF THESE LANDMARKS IS FOR IDENTIFICATION PURPOSES ONLY. FOLLOW ANY ORDER SA Re t _ YOU WISH. N D D ~ ® O ALOHA G1 D 2® ,- O D O ~~ D 30 MaP for Self -Guided Walking Tour of Historic ... O 3 Z D 7®8® A -, BIG ~8 r 0 3 -~ D 3 D v ~o O Z D n m 3 m ..., m 7v -C ® ~ ~VILI,AGE OAK ST, I• ~ `j ~ ~- .'' ~» j, a. ~~~3~~ ~~~ . n~4 ,' r~ ~~ ~ n '. 'kia ~ ~ r~ i .. C"Ly~ ~ '.;if .,Y, ~ ~... y.a~l'RttN'} . #~ ~i~i r a " ~ .~ CALIFOAI~IA == OFFICE OF ~~~~~ ~ ~~ ~ ~- f~~1 ~" r~~t ~~ VOL. II, NO. I FEBRUARY 1987 COMMERCE DEPARTMENT BACKS PRESERVATION A new alliance has been forged between the OHP and the Department of Commerce. The most important element of this partnership is the California Main Street Program which stresses the link between historic preservation and the economic development of small (downtowns. While the program is administered by Commerce, the OHP has provided assistance in selecting the first five California Main Street cities. Recently, Janice Pregliasco joined the OHP as Main Street architect. Working with local project managers, economic experts from the Commerce Department and advisors from the National Trust for Historic Preser- vation, she acts as a design consultant to property owners. She recommends exterior restoration treatments, makes sketches and renderings, and provides general information on historic pres- ervation. Her goal is an accurate and financially feasible restoration of building facades in a community-wide effort for economic revitalization. Janice grew up in Los Gatos and graduated from the Environmental Design Department at UC Davis. Before coming to the OHP, she worked in San Francisco where she had her own firm specializing in the rehabili- tation of historic commercial proper- wties. Janice's interest in preservation has grown steadily since graduation. Through her membership in the National Trust she learned of the Main „~ `~ t ~~~~ ~,~ f x ,, . ~` ..y ~a . ~,r m:~~ ~ , ~,~ ~ ~. :~~ ~ ,i,~^r*~ ..:~ ~~ --~.~ ,C.,, :p. ~`' ~ ~~` Janice Pregliasco, Mainstreet Architect Street Program and became convinced that it was an effective way of demonstrating the value of preser- vation. "I felt I could be more effective at the OHP than in private practice," Janice said. "I'm really excited about the Main Street Program and feel I can reach a lot more people this way. I especially enjoy helping people who have never had the opportunity to work with a design professional before." The Commerce De artment ca also help preservation projects in other ways, according to Al Gianini, head of the department's Office of Local Development. The Governor's Rural Renaissance initiative has sparked two new funding programs administered by Gianini's office. The first provides $8 million in grant money to 47 designated rural counties. These funds may be used, among other purposes, for historic property surveys, walking tour bro- chures and feasibility studies on re- using historic buildings. Secondly, infrastructure loans will be available after July 1, 1987 to rural towns and counties on a competitive basis. Historic destricts would be fitting candidates for qualifying projects which include installation and repair of sewer and water lines, roads, curbs, sidewalks and parking lots. To be successful, grant and loan applicants should be able to demonstrate how their projects will retain and create jobs and benefit the entire county. Gianini's staff also helps local com- munitiesobtain financing for develop- ment projects. Under the Small Business Revitalization program, over 50 financial packages have been as- sembled, including one for the re-use of the Kings County Courthouse in Hanford. Information on the Rural Renais- sance can be obtained from county administrators; phone the Office of Local Development, (916) 322-5000, for more information on Small Business. Revitalization. I p n FROM THE SHPO: Kathryn Gualtieri The Office of Historic Preservation's attempts to reach an expanded con- stituency have been highly successful as measured by the rise in requests for technical assistance and information on OHP's programs since the publi- cation of our first newsletter in October. The Office's first rural pres- ervation and business conference in Chico was also a success. Nearly 125 participated -community planners, members of downtown associations '~ and chambers of commerce, de- !, velopers and representatives of con- vention and visitor bureaus. Two dozen panelists and speakers provided vital information on the profitability of historic preservation, the technical aspects of building rehabilitation and the renaissance of the traditional down- town. OHP is particularly grateful to the three keynote speakers: State Senator Jim Nielsen, California Chamber of Commerce President Kirk West, and SACRAMENTO BEE political colum- nist Dan Walters, for their thought- provokingremarks on revitalizing the economies of our smaller towns and cities. We anticipate a second con- ference on rural preservation in the Fall of 1987 where we will welcome an even broader participation. The OHP's outreach efforts received commendation from the National Park Service (NPS). Its 1986 report noted that in performing environmental review, "OHP is one of the most publicly aware and responsive offices of its type in the nation...the OHP -staff regularly participates in local forums and public meetings dealing with specific State and Federal actions and at the Spring and Fall Data Sharing Meetings of the Society of California Archaeology." Another program with much public involve- ment also garnered praise from the NPS. "Overall, California has a strong National Register program, and nomi- nations have been consistently well- prepared. . .[California staff] has a good record with 94~ of their nomi- nations receiving approval as meeting the National Park Service documen- tation standards." We hope that we can continue a high level of public participation in this program under the new nomination priorities. FEDERAL PROGRAM CHANGES ANNOUNCED Several recent changes in the federal preservation program promise to have far-reaching effects in California. NPS Slashes 1987 Apportionment: The NPS sharply reduced Cali- fornia's share of the annual allocation from the Historic Preservation Fund for the fiscal year beginning October 1, 1986. The cut of approximately $100,000, coupled with last year's decrease of $150,000, lessens by almost 35~ the amount provided to administer the national preservation program in California. This year's reduction pri- marilyaffects the OHP's historical and archaeological survey effort, because few, if any, grants will now be available to survey local communities or maintain regional archaeological information centers. The reduced allocations result less from federal budget-cutting than from the formula used by the NPS to apportion funds. This formularewards measurableresults- forexample, the number of properties entered in the statewide inventory- and ignores activities such as con- ferences, publications, and technical assistance. The current reduction oc- curred because the NPS redefined its method of calculating survey mileage in a way that damaged California. same levels of documentation will still be required for both parts of the certification application. Applicants may benefit from streamlining if review time at the federal level is reduced. In routine projects the NPS will confine its review to a few select documents; more extensive scrutiny will be given to problematic or precedent-setting projects. The OHP now has increased responsibility for obtaining complete applications and negotiating changes to bring projects into conformance with the Secretary _ _of the I_nterior's standards. If you are interested in receiving a list of project categories requiring full NPS review, or information about rehabilitation credits and transition rules under the Tax Reform Act of 1986, write to the Registration and Certification Unit of the OHP. Priorities Set For Register Nomi- nations: Federal policies have also brought about a re-evaluation of Californi National Register program. Recent , the NPS singled out the program as one which, while submitting high quality nominations, was not meeting federal planning guidelines. NPS officials stron 1 su ested that com- Rules Changed For Eligibililty De- g y ss pliance begin as soon as possible if terminations: California expected to continue re- Although they will not be published ceiving federal funds for the program. until later this year, new regulations Federal guidelines call for the SHPO (36 CFR, Part 60) from the NPS will to establish statewide priorities for of _ determinations way change the nominations, based on sound manage- ^ _ _ _ , National Register eligibility are sub- ment and planning principles. Yet mitted. From now on, all federal California has always enjoyed a high agencies will use the revised National level of grassroots participation in its Register nomination form to record National Register program. Accord- eligibleproperties. The special section ingly, the OHP has developed priorities on determinations (36 CFR 63) has intended to balance the need for been eliminated. The revised Part 60 public participation and sound preser- also contains details for appealing the vation planning. The OHP now gives National Register listing of properties preference to several kinds of nomi- and simplifies the rules for removing nations. The categories were chosen properties from the register. primarily for their ability to preserve endangered properties, generate certi- Tax Certification "Streamlined": fied rehabilitation, encourage the con- The NPS has decreased its parti- tribution of easements, and place cipation in the tax certification process, multiple properties on the register relying more on state offices to provide with a single nomination. Because t in-depth review of projects. The new systematic identification of Californi direction, known as "streamlining," significant properties underlies the does not change in any way the new priorities, the OHP hopes to base responsibilities of the applicant. The many nominations on the inventory L~ FEDERAL PROGRAMS Cont. materials compiled through the survey program. If you would like more information, or a copy of the priority list, please write to the Registration and Certification Unit of the OHP. Compliance Duties Rearranged: The Advisory Council on Historic Preservation recently revised its regu- lations (36 CFR, Part 800) to shift more preservation responsibility to federal agencies, SHPOs, and the public. Although the revised 36 CFR 800 still requires that federal agencies take the lead in preserving historic properties, it counts much more than before on the contributions of public groups, interested individuals, and Indian tribes. The Advisory Council will be involved less often in routine cases and will rely more on written contracts called Programmatic Memoranda of Agreement (PMOA) between federal agencies and the SHPO. Declared emergencies, accidental discoveries of archaeological sites, and the treatment of National Landmarks are among the special circumstances discussed in the new regulations. Federal agencies are now allowed more freedom in choosing how they will comply with the law, what kind of federal activities the law will apply to, and what types of projects will be dealt with through PMOAs rather than on a case-by-case basis. State Adopts New Register, Cont. treasures." (A "living treasure" is a highly accomplished individual, such as a Miwok basketweaver whose folk- cultureskills represent a rare resource.) In early December the commission made its final report to the legislature on the California Register, clarifying criteria and application procedures. That information should be available soon. Financing and staffing for the new program will pose some prob- lems, however, since funding sources have not been firmly identified. The adoption of the California Register came at the end of a two-year period of public comment during which opinions both for and against the proposed Register were aired. PREHISTORIC VILLAGE SAVED Prehistoric Village Saved, Cont. Archaeologists have already de- termined that the site was a major prehistoric village where inhabitants hunted deer, elk, and sea mammals; fished for salmon, sturgeon, perch,. and sharks; and manufactured a variety of stone tools and religious charms, some of which were probably bartered. Analyzing the recovered artifacts and information has just begun, but preliminary work shows there is little doubt the site will produce a detailed intimate glimpse into life and death in Alameda County in the 7th century. ~ ,' ~~ ~ ~A A 1400-year-old cemetery, undis- ~~-~,,,~~~`' ~ "' ' ~ '` `~~ covered until last December, was ~ ° ~~.~. ~ ~, ' ~ ~~ :~ saved from destruction by redesigning ~ "' ~ " ~ ~ ~ ~ ' ~"`~ ~~ ' ear -w,.~ -, ~ -~:`'~,.~h~, .~. ..,~. the new Union City Post Office so that ~; ~.~ ~»° : ~~~ ~ ~'- ., ;~ the building would "lest on a raft." In 1984 land was purchased to build 4 t new ost office. At that time the U.S. ~ ..,~,~~.-, ~ °„'~~ "`~< a p Postal Service hired archaeologists a'` ~, ';. ~ ~'~~, ;r: k 5 ~.,:, David Chavez and Ste hen Dietz to ~ °~~. ~ ~ ' r ` ~'~ ~` ~ ~ inspect the parcel. Section 106 of the ~.'~.,~~ : , ~a~afi~:::a National Historic Preservation Act compels federal agencies to consider Stephen Dietz and crew are shown how their actions (such as construction) exploring the site o f the Union City ' 1 h' h led a 1400- STATE ADOPTS NEW REGISTER -- ~ At its November 7 meeting, the State Historical Resources Commission adopted an expanded California Reg- ister of Historical Resources to replace the interim program adopted last year. The California Register had its origins in the Heritage Task Force Report of August, 1984 that proposed a register that would be California's own com- prehensive listing of its heritage resources. The new register will include .all of California's National Register properties, some landmarks, qualified moved structures and archi- tectural inventories nominated by the communities that conducted them. Some more unusual categories for listing include museum collections and folklife resources including folk com- munity events and cultural "living will affect historic, azchaeologica , or other cultural resources. Dietz reported in December of 1985 that the parcel did indeed contain an archaeological site. As the extent of the site could not be determined, he recommended exploratory test exca- vations. The excavations revealed a cemetery dating from 600 A.D. The site occupied fully two-thirds of the parcel, making it seemingly impossible to develop. Ohlone (Native American) spokesman Phil Galvan was notified when archaeologists first noticed human remains. The archaeological crew, now joined by Arnold Sanchez of the Ohlong, recovered approxi- mately 150 artifacts carved, ground, or chipped from bone, stone, or shell. They also exhumed sixteen human burials and thousands of beads. Native American religious leaders reburied the human remains nearby with a traditional ceremony. Post O f f zce w tc revea year-old cemetery. The U.S. Postal Service's innovative design changes developed during meetings with OHP staff members Dwight Dutschke, Rob Jackson and Hans Kreutzberg, stopped what could have been a bitter confrontation over construction needs, traditional belief and scientific inquiry. Redesigning the new. building's foundation to rest atop piers allowed construction to proceed leaving the archaeological site rela- tively undisturbed. Recorded as CA-Ala-435, the pre- historic cemetery and village site was recently determined to be eligible for inclusion in the National Register. Dietz, in his report to the Poste] Service, called CA-Ala-435 "one o1 the most significant prehistoric re• sources in Central California, if not California as a whole." i COMMISSION UPDATE Commission Update, Cont. New Handbooks Published, Cont. At its November 7, 1986 meeting in Oxnard's Carnegie Cultural Arts Center, the State Historical Resources Commission revised grant criteria for certified local governments, reviewed eligibility appeals from Bond Act grant applicants, and sent to the SHPO 11 nominations for the National Reg- ister. The Commission also adopted the following meeting schedule for 1987: February 6, San Francisco; May 1, Fontana, San Bernardino County; August 7, Benicia, Solano County; and November 6, Southern California. Since the last Commission meeting, the following properties have been listed on the National Register of Historic Places: Animal Science Building, Davis, 6-17-86 Pacific Gas & Electric Company Building, Oakland, 7-17-86 Simpson-Vance House, Eureka, 7-17-86 Warren Wilson Beach House, Los Angeles, 7-17-86 Bank of Balboa-Bank of America, Newport Beach, 7-27-86 Buena Vista Vineyards-Buena Vista Vinticultural Society, Sonoma, 7-24-86 Holy Trinity Armenian Apostolic Church, Fresno, 7-31-86 San Fernando Building, Los Angeles, 7-31-86 Morse-Skinner Ranch House, Lodi, 8-26-86 John A. Butterfield House, Jackson, 9-11-86 Patio del Moro, West Hollywood, __ 9-11-86 Frank Laverne Buck House, Pacific Grove, 9-11-86 Villa Bonita, Los Angeles, 9-12-86 Burnham-Marston House, San Diego, 9-22-86 Green Gables-Mortimer Fleischacher Country House, Woodside, 9-26-86 NEW HANDBOOKS PUBLISHED Two of OHP's most popular publi- cations have been thoroughly revised and are now available to the public. Historic Preservation In California: A Handbook for Local Communities contains current information on a wide variety of programs. The 100- pagebook includes chapters on historic resource surveys, designating signifi- cant properties, and actions that can be undertaken by local government. Other topics include existing state and federal programs, the work of non- profit groups, and the relationship of preservation to community revitali- zation. The book replaces Historic Preservation Element Guidelines, first published 10 years ago. Also available is the sixth edition of Survey o f Surveys. This publication provides information on the 1361oca1 jurisdictions in which large-scale surveys have been (or are being) done. Each listing furnishes data about the community and the survey and gives the name, address, and phone number of the local government contact. A newly designed appendix summarizes preservation programs in surveyed cities and counties. CALIFORNIA ~- oeFice of ~~ ~ ~ ~ Iii~TOR[~ ~~~i ~~ PR~~~RVATIOCi G nr ~vsLE:~r~r eK The publications were prepared D~ Les-Thomas Associates of Sacramento under a matching grant from the OHP. Kathleen Les was project supervisor. CALENDAR April 16-18, 1987 -Society of California Archaeologists, Holiday Inn, Fresno. Contact: Rob Jackson, OHP. Co-sponsored by U.S. Forest Service and National Park Service and Fresno Archaelogical Society. April 22-26, 1987 - 1987 Annual Meeting, Society of Architectural Historians, Palace Hotel, San Francisco. Contact: Dell .Upton, U.C. Berkeley June 4-11, 1987 - Mainstreet Cali- f ornia Preservation Con f erenee, Coronado Island, San Diego. June 11-14, 1987 - Society of California Archivists, Sailomar. Contact: Susan Searcy, History Center, 1930 J St., Sacramento. (916) 449-2972. Editorial Committee: Nicolas Del Cioppo, Editor Maryln Lortie Kathryn Gualt~ Beverly Scott Don Napoli Layout & Design: Beverly Scott Contributors: Kathryn Gualtieri Steade Craigo Aaron Gallup Hans Kreutzberg Lucinda Woodward Tom Winter Maryln Lortie Nicolas Del Cioppo -Don Napoli --~~-Sandra Elder P W 0 N ~ _ t ~.~ ' J ~- ~~ - ~,~~. U S.~~US1~1GE ~, ~ FEB -A'87 O /- ~ ~' ,. _ , R. S. RCHINSON, JR. PLANNING DIRF~'I'OR SARATOGA PLANNING DF~AR`IMENT 13777 FRUITVALE AUIIJ[JE SARATOGA, CA 95050 ~~ Main Street News ~;~ 1*~ ~~ t i~ r 1 1 ~ x r .1 ~ jFF[ 4( ~{~;~-ar'x~eratr~ ~ t~ a ~usi~ii~v~' ~~ e~u~~a~~'~ ~~u! 1 *y I (, F~:< :~-. • ~~~ ~ ~~~~ ~Y~ ~~~~~~~~rIT ~W~ Donovan D. Rypkema The Tax Reform Act of 1986 made the most sweeping changes to the federal tax code in decades. At its heart, the tax reform movement had three ma- jor goals: significant reduction of individual and corporate tax rates; elimination of tax loopholes; and tax simplifica- tion. The Tax Reform Act clear- ly achieved the first two goals. Judging from the 1,900-page fi- nal document, the third, tax simplification, may have been lost in the process. The real estate industry has been perceived as the biggest loser in the tax reform process. Higher capital gains taxes, re- duced tax credits for rehabilita- tion and a longer depreciation period all have the effect of re- ducing the after-tax return from a-real estate investment. The most significant provision, how- ever, is the limitation on "passive activity losses." This clause will largely eliminate an investor's ability to shelter in- comefrom salary, dividends, in- terestand other sources through investment in a real estate proj- ect. The ability to save taxes on other income was one of the pri- mary attractions of a real estate investment, adding a tax premi- um of 10 to 20 percent to the value of the real estate. The loss of this return will have to be made up through higher rents, lower real estate values, or both. In either event, the tax premium can be expected to disappear. National Trust for Historic Preservation %aall-city duutituwns, such as tLls Hew tnylau~ twain &u'eet, may he tnalar bene0clarles ut the tax relorm raorzment. As new comwercial cun- strnclion slows down, cwnpetitiun for existing recall space sboultl Increase. (BouU,hricye, Mass., To.n Al@rtal'lly) r, - - predation of the property made percent taxable investtent. The W' ;u fi"` r~ic,:'"~:`"~'~ up the difference. This relation- new tax law's lower individual i E .•~ ~~'lv~y::u~~ ship between cash flow and in- rates will reduce the relati t- f ? Traditionally, the return terest rate can be expected to tractiveness of tax-e t ~, on a real estate invest- shift until the two are at least bonds, which in turn wil in- ~ ment has come from four equal or the rate of cash flow crease a city's borrowing costs sources: cash flow, appreciation, slightly surpasses the interest and adversely affect projects amortization and tax savings. rate being paid on borrowed funded in large part with city While every deal varies, a typical money. bond monies. i 1 ~ ~'.... ~ ~ ~ r t ~ ~ ~M1 I CHECK - OdT ~q ;t;. :-=~ ~.ti. -~ ~µ., .. ~,`: ~, ,';.~1..~~ ~~~~ ,rte` I .1 ~ ' ~; , l moo. '~ '\ ~~ G~'Ij ~~ , ~:~ 'i jl! 4 fp ;_' , , .1w~:,. ~r ^1 i ~~""'~~.~~ ~ /. t',Ik ' ~ A r. \ I-7I51 r/I~ty . ^'-. ;-= ~ i ~` s w~ ~•'' t J" '., _~ i. ' -.n_ ~ ..., a~~w~ ::~+.:~.. ~~ ,. , J-ts~`~~ ~u i''~.! ` Vii. NEW! ~ ~ t ~~~ `~ ~., ti ° ~ sAfciac oFfF~ i MALL I 1<<y~;,~,tt ~ ~ ~~~~ ' ' ~ ; ~t ~r .'W.,.. ~ ~ PALL lpp~~ ~~ ~ ~ ~ ~.:f J ~~ ~ `~ ~ • , ~{ *~7j•~ ~ rye }, /° •y, #'~~t°. • ~' ^n '; _.~ _. Wa.~.-rrilavr. .._...._.Ya.3 ~ -r x..11 tl t~ , j ~ ~ Itrirf `fi4iiy! ~~~~ AS iil~iuiliual lax real estate investment might F rates drop, ,~:«.~;~,~ r~, , :~. yield an annual return as fol- ~. .,: ': ~i;~ii,~Eeii~ilto ~r`tiii~ Anlceicau cens~laers -; ~(.~. will ls~~e mo,,a lows: ~ ~ ~ Y-~~`~, r d~iw,i~~i uluuey lu spi:ra uu Cash flow 6.0% f r a retail gu0as. (Jat,las Appreciation 4.5% ~ t ~ The following is a list of L. drl(al'd) Amortization 1.5% changes in the nature of real es- Tax savings 3.0% tare investment that may occur Total return 15.0% as a direct or indirect result of Loss of the return from the the Tax Reform Act of 1986. tax savings will necessitate in- Lower mortgage interest rates. creasing the cash flow and/or Reduced demand and lower cor- loweringthe value of the proper- porate tax rates should result in ty to maintain the investment a slight decline in mortgage in- return. The cash flow can be in- terest rates. creased by raising rents or by Lower leveraging. Both the lend- lowering the leverage ~i.e., bor- er and the borrower will proba- rowing asmaller percentage of bly use a smaller portion of bor- the total investmentj. rowed money to structure real Over the intermediate peri- estate transactions. The lender od-say three to five years-an- will do so in order to reduce ex- other change in the arithmetic posure to risk; the borrower, to of a real estate investment is improve the project's cash flow. likely to take place. Under the Higher relative cost of munici- old tax law, an investor might pal borrowing. Tax-exempt mu- have been willing to take a cash nicipal bonds have long been at- return at a lower rate (6 percent tractive investments for high- - in the above example) than he or income taxpayers. At a 50 per- she was paying in interest ~prob- cent tax rate, for example, a 7 ably 9 to 13 percentj. The tax percent municipal bond pro- savings combined with the ap- vided a return equivalent to a 14 2 t~:.~u,m.~l ',l.un `,:,r.; ~ rutrr \,~u~n..il I'ur,t i•~t lin,t~~rn_ I'rc.rt:dtiun Longer holding periods. In the past, rapid appreciation, low capital gains taxes and shun de- preciation periods often made it advisable to sell real estate be- tweenthe sixth and tenth year of ownership. All three of these elements will change as a result of the Tax Reform Act. The net effect will be to increase the length of time an owner will wish to hold the property. Lower construction costs. The real estate industry is greatly af- fected by changes in the overall economy. As a result, the cost of labor and materials tends to move up and down with de- mand. As the demand for new real estate developments slackens over the next three to five years, the relative pric of both labor and materials s+~d fall. The cost of labor will p a- bly drop faster and further than that of materials. This trend will benefit rehabilitation projects since they tend to be more labor intensive than new construc- tion. Change in lender focus. In the past, many real estate lenders considered the earning capacity of the individual borrower-and the tax savings the real estate project could generate-to be nearly as important as the un- derlyingeconomics of the trans- action.The Tax Reform Act will probably convince most lenders to return to traditional mortgage underwriting standards, thus making the net income of the real estate project the major fac- for in the lending decision. Nonprofit involvement in real estate development. Over the past 10 years there has been con- siderable discussion about the direct involvement of nont organizations in real esta velopment. The talk has stgntfi- cantly outstripped the action. One of the reasons Eor the lack of direct nonprofit activity has been the tax premium that real estate investments have com- tax rate will drop from a current trios. An office building in San mantled. With taxpaying inves- - maximum of 50 percent to a top Francisco or New York may sell • tors willing to pay a 10 to 20 bracket of 28 percent when the for $120 to $200 a square foot, up ~rcent premium for real estate new law is fully in place. Thus, from $70 per foot five years ago. get a tax shelter, an entity that even with the same volume of In hundreds of smaller cities could not use the tax benefits sales activity, a typical retailer , however, downtown or neigh- could not economically com- will have a more profitable after- boyhood commercial buildings pete for the purchase. The disap- tax bottom line. often sell for $8 to $20 a square pearance of this tax premium The lowering of individual foot. Small and intermediate- may pave the way for greater di- tax rates will have another im- size developers and investors reel investment in real estate by portanc effect on retailing. As in- will increasingly look for these nonprofit groups. Rising residential rents. dividual rates go down, the spendable household income opportunities. Other changes that can be ex- Throughout the country, the va- will go up. Most of this addition- petted to affect Main Street in- cancy rate for residential rental al income will go toward retail elude the following: property is relatively low-less than 8 percent. Because of re- purchases. Thus, three factors-no ad- Gradually increasing retail rents. While at first glance this doted tax benefits, it is esti- ' verse effect from the elimina- , may seem tobeanegativefactor mated that amill - ion fewer resl tlon of tax shelters, lower tax , it is in fact a positive sign for a dential units will be added to the rates and greaur retail sales- commercial revitalization housing supply over the next will serve to improve retailing's effort. Over the long term rents five years than would have been economic health. To these can , only rise when businesses have built without tax reform. Be- be added a fourth element-a more money to spend on their cause the demand for housing slowdown in the creation of space. In the final analysis only will continue, residential rents can be expected to increase from competitive retail space. Like downtown office b ild , increased business activity- 15 to 20 percent faster than the u - ings and apartment complexes, more money in more cash regis- tens-can support higher rents. consumer price index over the many of the malls and strip Ultimately, rising rents will in- next five years. shopping centers throughout crease the value of downtown i,`~ ~' J~ yi tY` isr~ the country have been developed i h real estate, another sign of a suc- i, ; r; .+ r ... , us ng t e money of tax-oriented cessful economic restructuring i~u~:~;hd:~ ~ ~ investors. When the tax benefits effort. To evaluate the effect of ~, ~ the Tax Reform Act on ~~: were lucrative, investors fo- cused less on the economics of Owner occupancy. The persons best positioned to take advan- :,._; downtowns and neigh- the real estate project. As this tage of the changes resulting boyhood commercial centers, situation changes, a given proj- from tax reform are the retailers one needs to step back from the ect will have to demonstrate its themselves. Rising retail sales i tax legislation itself and ask the financial feasibility-including and stable property values will question, "Who benefits from the changes in the tax code" preleasing of a substantial por- lion of the propert -before i - create a special opportunity for i i l One of the surest winners is re- y n veswrs and lenders commit ex st ng retai ers to purchase the buildings in which they are tailing. their money. This will spell the housed instead of paying rent. Retailing, either on the level end of highly speculative strip These trends also offer an excel- of major corporations-Scars, centers in all but the hultust lent opportunity fur retailers J.C. Penney, K-Mart, etc.-or the markets. As new add1t1o11S to who are already owner-occu- individual Main Street mer- chant, has never been a major the supply of retail space slow down, the relative Demand fur pants to invest in building reha- bilitations beneficiary of tax shelters. De- existing space-and for mer- . Absentee ownership. With the preciation, tax credits, depletion allowances and other s ecial tax chandise from existing busi- h ld loss of tax shelter benefits, it p treatments, for the most part, have not been a licable t - nesses-s ou increase. It was mentioned above that ll will make less and less sense for absentee owners to hold onto va- pp o re tailing activities. Thus, the rents wi have w rise or real es- rate values fall to compensate cant property. These owners will begin to dispose of boarded-up elimination of these tax shelters for the loss of tax benefits. There buildings in order to put their will not adversely affect most re- is a third alternative-acquisi- assets to better use tailing businesses. tion of property that is already . Chain ownership. Unlike indi- On the other hand, the new law's significant reduction of t relatively cheap. While some in- victuals, corporations are not ax rates should have a positive im- vestment properties in afew ma- joy urban markets and residen- subject to the passive activity loss provisions of the new tax nn retailing. The maximum tial properties in many parts of law. This may serve to change orate rate will decline from 46 tp 33 percent. For individu- the country may appreciate from 5 to 20 percent a year, this the investment patterns of prof- itable chain retailers. In the past als-and many Main Street busi- has not generally been the case , most chains preferred to lease nesses operate in the individual for small-city downtowns or their retail space. It may now and not the corporate form-the neighborhood commercial dis- make more sense for chains to 3 J_. own downtown buildings. Local development corpora- tions. Many communities have established local development corporations ~LDCs) to encour- age downtown development. If they have been involved in real estate at all, most LDCs have re- .. ~' a ooo~r °a~ocr~ stricted themselves to very lim- ited activities. With the disap- pearance of the tax premium on real estate and diminished sup- port from public funds, many LDCs may decide to participate actively in real estate develop- ment. Consumer spending. It was noted above that consumer spending will increase with the lowering of individual tax rates. This is more likely to occur in COI1lntumtle5 with a high per- centage of homy ownership. Consumer spending may not in- crease in areas where most peo- ple rent, since rising residential rents will consume much of their additional income. Restaurant meals. As spendable household income grows, so will the trend toward dining out. The higher a market area's household income and the younger the household age, the more likely this will be the case. Types of retail purchases. A rel- atively predictable change in 4 every demographic group's spending patterns occurs when household disposable income increases. Based on an examina- tion of these patterns, the big- gest retail beneficiaries of these changes will be men's and wom- en's apparel, small appliances and furniture financed through merchant charge accounts rather than major credit cards. Changes in retail practices. Elimination of the consumer in- terest deduction may lead to an increase in merchant revolving charge accounts with low or no interest rates, a rise in layaway transactions and decreased use of credit cards for retail pur- chases by high-income buyers. Vacant upper floors. As noted earlier, there will be limited ad- ditions to the rental housing in- ventory over the next five years. To the extent that the market will support it and the rehabili- tation costs can be controlled, upper-floor housing may be- come an excellent investment opportunity. In growing com- munitieswhere lack of new con- struction causes a housing crunch, the time may be right to create a more flexible regulatory environment for building reha- bilitations that provide housing. C;tit~iluycC3 I ,. Main Street proiects ~. ~ ,across the country have t demonstrated that re- tailing is an essential in- gredient in a revitalized com- mercial area. While the Tax Reform Act of 1It36 will have a negative short-term effect on the real estate industry as a whole, its adverse affect on downtown and neighborhood commercial properties will be less severe. In fact, well-man- aged retail businesses and the real estate that houses those ac- tivities should he among the ma- jor beneficiaries of the tax re- form movement. Donuvar~ Rypl:cnta is the priil- cipal t;t the heal Iat::u Scrvi~cs t:roap, a ~ti'asltin~u,n, D.C., real ryt:uc runtiuitim{ lulu. He ha.•: ~ti•urked c~trn,iccty with the (\:;- tiunal 1`tain St:ert Center :ntd itc nett~~ork ul cunununitit•, tluuu~;htntt the (~nitca State.,. lti-L' 1'~iul file IUSS Ul lax hcUelits, t'c&ShciSlily {IPICeU cwnUterrial buil~iuUs lil SIIt&II•City uawUta~~~US ~°lill hecmUe iltcreasiU~ly attractive iurrstment t1N{1uPIL'IilI1Go. 11UCk- ett 6uilliilt~, i;eurp2tU~n nti~ill Sweet Nrui~cq N.~uunal .\l.un `•uerc ~ e,a.,..^L;uur.,l I'ni>t w, Fli,u~ue I'rr,~rvauun r, J ra ~ t' ti ~~~~Yr~~~~~ ~ ~ ~. b Margaret Sholar The first time I visited Black- ville, S.C., I fell in love with the town. I didn't see the empty buildings, neglected properties or lack of pedestrians on Main Street. Instead, I saw an era rep- resented byhistoric architecture that had survived the Civil War, fires and the ravages of weather. These stately buildings re- mained standing, just waiting to be restored to their former glory when Blackville was an indus- trious, thriving community. Although Shcrman's troops marched through Blackville de- stroyingmany farms and homes, it is still a community rich in history. Located in Barnwell County, Blackville was the county seat for many years. It is an agricultural town; in the past, a thriving tnarketplace pros- pered on Main Street. The rail- road runs through the middle of town and, in the old days, y salesmen and buyers woult~ in Blackville to stay at the Shamrock Hotel. The Sham- rock's reputation was excellent, as was its food. People from Sa- vannah, Ga., to Charleston, S.C., made it a point to stop over and dine there. The railroad and the farmers' produce made Blackville a thriving communi- ty for many years. As the produce business grew (watermelon and canteloupc being especially good crops, a farmers market was built on the outskirts of town. Movin c market away from the ten ;f town kept Main Street from being misused and littered by the market business, and re- duced the downtown mer- :~...~ - 0 charrts'~upkeep expenses. The relocated farmers mar- ~et also had a negative effect- e downtown merchants suf- fered gloss of trade. Business also declined when the county seat moved to Barnwell and the agricultural economy weak- ened. Stores began closing on Main Street and the people in the community were forced to shop and work in nearby towns. A few faithful merchants re- mained but apathy had set in and downtown's poor appear- ance projected an image of not caring. The business decline led to population loss cold property neglect. The 1980 census showed that this small commu- nity of 2,H40 had a per capita in- come lower than the state aver- age with 25 percent of the population living below the pov- erty level. ~'~`~ IfSia~ fi~a~ a~~~r~fia~a ~ This was still the pic- ~_~•.`:~, cure in Blackville 15 c.•.:..;... ~' ~ months ago, but there ~' were a few merchants d community leaders who had a vision for the downtown. The superintendent of schools, Rich- ard Huggins, and two mer- chants, Barbara B. Still and Sara Ann Shelton, read about the South Carolina Downtown De- velopment Association's (SCD- DA) Main Street Program and felt it could work in Blackville. They created a committee to inform the townspeople about the Main Street Program's Small Towns Program (for communi- ties with populations of less than 5,000) and applied to par- ticipate. When the community was accepted into the Small Towns Program, the Blackville Downtown Development Asso- ciation (BDDA) was created with a board of directors consist- ing ofthe mayor, bank president, merchants, council members and concerned citizens. They es- tablished bylaws, applied for a charter and hired me as project anager. We quickly learned from DDA that a strong organiza- tion isone of the keys to success in a Main Street program. Strength is gained when effec- five relationships are formed be- tween established and respected local organizations that repre- sent across section of the com- munity. And when any new group is created to further the goal of Downtown Blackville, it needs to work in conjunction pride in the community. Black- ville'simage was in dire trouble. We had been told that we could not expect to recruit any new industry to our area until the downtown image was improved. Our first venture toward that goal was Clean-Up Day. School- children, merchants and board members turned out with rakes and shovels to clear debris from vacant lots and to sweep streets and remove grass from side- walks. The publicity was great for the town, while everyone's unified efforts fostered a sense of pride. The Blackville Garden Club has been instrumental in beau- tifying the downtown. In the spring, the club placed barrels along the streets and kept them filled with colorful flowers and plants. The club also decorated the streets for fall with corn- stalksand pumpkins, and during the Christmas season the bar- rels held decorated evergreen trees. To work on the more perma- nent aspects of Blackville's im- age, we received assistance from SCDDA's design consultant, Ruth Odom. This year she has submitted sketches suggesting improvements to seven store- fronts. Last year six facades were with the BDDA. One of the first groups to emerge under this phi- losophy was the retail mer- chants association. It has prompted positive communica- tions between merchants for the first time in many years. The BDDA offers a number of services to benefit downtown Blackville, including: business recruitment activities; a monthly newsletter; glow-in- terest loan program for facade improvements; downtown pro- motional materials; free archi- tectural design assistance for building improvements; busi- ness development workshops and seminars; and information on leasing and investment op- portunities. ,:~• ~~~~~fn~~u i~i~el~i'u Image is the single most ,.' important factor in re- vitalization. Without an acceptable image, there is a loss of consumer confidence and r7Lu~~: Irwin tra~• elcrs of y3re rriten stuNyt:a in 61afl;Yilli; to t1~Nc &ntl slily at Gie Si;iiiul'iiCk liolel. (CI~cGvill2 Ca»n- tuun Gnuaiapntent gssct:ialluu) G,~r;i:illE p~;;c: I:~iUStuarttaud xta- thnla pllCh L1 Ull Clew-Up Gny. (GIi;CGVllis: Gotirtt- lJNtt UCL'taUQllieilt essctliauuu) 6 i.:l i lJ Jll :. ~_~ i ...E _. ~,.E~ _ ... \.~~,....\~, r.w~~... 11NN fn.~ VM'1lt'/ Sir ~..... ~ ALE EL. 1:.+• ~IL3i IS uaiu~ ., li:._ ,, .... rehabilitated in the downtown. The BDDA design commit- tee established a loan pool for facade improvements with the assistance of the local bank. The committee also recently initiat- ed asign incentive plan with matching funds from BDDA to assist property owners in obtain- ing new signs or replacing old ones to conform with the facade design. Our next project will be landscaping Main Street and the boundaries of the railroad tracks, which run down the mid- dle of the street. ,. '~....:L::......, ~:.~ .. 1 { ~y i ~ ;Downtown promotion .' has been the key to ~~ Blackville's early re- vitalization efforts. Clean-Up Day, described above, was the first promotional activi- ty sponsored by BDDA and we were encouraged by its success. The next week we had a logo contest to stimulate interest in the program. The winning logo proclaimed brightly, "Blackville Downtown-Turning Around." During the program's first year, weekly news articles were submitted to the local paper, keeping citizens and neighbor- ing towns informed of our prog- ress. We also erected a sign say- ing "Blackville Main Street Re- vitalization" at the town's busi- est intersection to remind the community of our ongoing ef- forts to improve the downtown. And, last December, Blackville's citizens enjoyed their first Christmas parade in 15 years. The hit of the parade was Rudolph the Reindeer-actually a friendly mule-transporting Santa and Mrs. Claus along the parade route. BDDA has sponsored a num- ber of other successful promo- tions, including a Mother's Day sale and the Main Street Variety Show held this past November, which showcased local talent. It was so well received that a re- peat performance is planned for the spring. The BDDA has also spearheaded two cooperative ad- vertising sales events and sev- eral sales promotions. One of our proudest achievements, however, was the purchase, last luly, of 14 American flags to he displayed on Main Street. The flags give our town a festive at- mosphere and contribute to its improved image. ~~:.:.v.+.....J - Blackville's geographic :location could be its .:.~,,..~' economic boon. Al- though the town has a small population, there are 43,823 people within a 15-mile radius and 188,887 people within a 30- mile radius. That is a large mar- ket to draw from. We are adver- tising to attract these people as tourists to our historic area as well as to our new stores and restaurants. Some of the busi- nesses that have opened since the Main Street program began include an antiques and folk art gift shop located in an old gro- cerystore, aPennsylvania Dutch restaurant and an old cotton gin that is back in operation. Visible signs of progress are everywhere. The railroad depot, a favorite town landmark in dan- ger of demolition, has been saved by a committee headed by Danny O. Stoudemire who su- pervised the building's reloca- tion and renovation. The depot now rests at a highly visible lo- cation in chedowntown area and will soon house the town library. Through the efforts of the Main Street program and concerned citizens, 13 new businesses lo- cated in the downtown last year. Additionally, 60 new job oppor- tunities were created. The town's largest industry is Ducane Heating, maker of the best-selling gas grill in America. Ducane has been very support- ive in civic affairs and recently presented the town and BDDA with a beautiful new American flag and a flagpole at our request. The company is a valued asset to the community. BDDA is excited about future plans and goals for Blackville. My goal as project manager is to help Blackville be the best that it can be. I believe in dreams, and mine are coming true. Come see Blackville "Turning Around." ,,~:. .~, ~~ :.:.::.. ....... ...,.E ~,.. ,-• ~q ~ ~\ ~ ~ s ''>~ .a 7' ,~ .a l r >,;„ t L ta. ~.. r. .. t4a ~ ." ~ '}, . _+"'~'~ ;. '" .. ,i9uirl Street iv~lv., in lx,i;ii~i;c~i 1.,- ch~ Natic,rlal ivl::in SU'CCC N~t- t~i,iK, :; 1T1CIi1i1~I~ILI, I~~ii.};r:,IYt i'~f [IIC N;ttit/ll;,I :~'lalll tiCiiCl ~,Ci1~Cl; Nation;il ~hrust h'„ t-listoric l'rl r~,• ~'rvltion, 1?t»,\Ia>sa~iltu.tt;~1\,- Cl)li~, N.'+1~., 1~ti'aihili~;tvut~~-. 2uU36 j2U1) 6?.~--121>. j. ja~iaun ~~l':utuf, 1'i~iv.lv'nr, Na~ flt ili::l ll~tf it 1'l)t' i it~R)r l:_ 1'I'~~~i V':IRllll a;.tly ~idii:i: :, ~.'l i:~ i~l•: Jlli~:ii l,t ice:/Et ~•,I ilili, 1>,, l'l, t\il~, 1~..:ti:i(1:11 LllEi:a C:1:,;;,:., L.t:l.,; JltL.ailiil' 1,..:~C, .'•.ti5\,~,.il~ L~.II.~ L::ti:el ltauuv;, 1ltiuinl,.,tioil Jlil;- ci:,1L,c "1'hc Nati,;nal "!,u.~t ,, tl,r oui} national, hriv.,rr nonhrniit ~trga- ni_ation ~haitcr~.i by l`or,,',ir:;, ttl cncour:l~;~ Ituhlic }~:u•ri~i{~a- C1UI1 111 C11, hi'Cil'iA~:,:Il.il ui ~'.;C.:~, I)llll~lll~~:il~v~I iillf~~C:•, r•l,til„ill;:ii,C in :\ni~•ri~an Ili,c\,t', auli culutl~:. Suliix;n t.u tl:~ i;:ui„n- :tl "Trust iSl;n,\:i~l~li Icy n;.t,il;cr ~I1,li L1lICi, ~,:ili,Win~l'~\ f.u,;lr, ::unUibutiun, :u,ll \:;:.t:_~.i,\., ~,ialli5lrutn !C~ICial ::.{~ti.:l~~, :lt- clu~lin~; thr U.`,. i~;~,:.n;r.::;\t f,i rho Intrriuc Natff;n:il f:~ r- , ,a iltlti I,unlil:iii\„i a,,;•~,t ;..... ,.only icllrrt ti,. ~, ... ~ ~„ E:,L•s of tltE' Int. \,,,~ i ~c;~..f .;.~:.:,. i ~cH:;i L! ll~ li~.i ($I;.i;A~~;il8 li.;~...1' i,:~a ii~~,~i;; . ,~,,. :;;;~~~i.:i~,tj. ~LAEKV \EEE SE ~.)a V.M YwrJ.Y• da ' ~. ~ .:R ~, ! ... . ~_.../ ~; ~::::..~..i ~, / r-- i .:s :~ -r~~ ~ .. . In Fort Madison, Iowa, the Main Street program cor- ralled the downtown merchants' good spirits and gave shoppers a Christmas present-free baby- sitting services. The merchants, responding to a memo distributed by Main Street Fort Madison, contrib- uted $500 to the Camp Fire Boys and Girls Organization-the babysitters in this venture. Camp Fire was chosen for sev- eral reasons: It currently oper- ates alatch-key program for schoolchildren, offers babysit- ting clinics and is located just one block from the downtown shopping district. The organiza- tion was delighted to participate in the community project. The Main Street program printed posters describing the service, dates and times and list- ingall the businesses that spon- sored the project. Participating merchants displayed the posters in their windows and the local media promoted the service as well. Obtaining liability insurance for babysitting services is often a problem; in this case, however, it was not, because Camp Fire provided the service in their building and their normal activi- ties include babysitting. •/~~ VV• ~VYW^sV The family of communities re- ceiving direct assistance from the National Main Street Center continues to grow. The most re- cent state program to join up is Arizona with its newly selected participating towns: Bisbee, Florence, Kingman, Prescott and Wilcox. Kuttucky, wlu>se Main Street program has been operating since 1979, has signed up for di- rect NMSC assistance for the first time. joining the existing Main Strcct towns of Bowling Green, Hopkinsville, Middles- boro, Shclhyville and Somerset will be Brandenburg, Camp- bellsville, Covington, Danville, Franklin, Georgetown, Harrods- burg, Henderson, Prestonburg, Princeton and Springdale. New Mexico Lt. Gov Mike Runnels recently announced seven new participating com- munities in that state's Main Street program: Aztec, Berna- lillo, Carlsbad, Clovis, Deming, Taos and Tucumcari. The Kansas Main Street Pro- gram has added Dodge City and Fort Scott to its list of towns. •~i Do you know which Main Street town .. . 1. was the site of Captain James Cook's famous discovery in 1778? 2. was the site of the first night game played in organized base- ball? 3. is the birthplace of Tennessee Williams? 4. is the home of the company that manufactured the original paint for the Brooklyn Bridge? 5. was the site of filming for Reu- ben, Reuben? 6. was a favorite vacation spot of gangster AI Capone? .xid 's~ui.tdS 1oH '9 •O•N `'~glauS 'S •o,(M `suilMeg •~ •ssty~ 'snqutnlo~ •£ •suEg `aauapuadapul •Z IIEMEH 'ceneg 'eaurieM •I :siaMSUd ~1'L4 i.::..:j eiltL~ j ILi :ispr(el'S IU Go~~ii- IU/YII 1 Lf~I ~ I.wI~L.I, I;;~,•d. Sponsored by: TRI~STATE FURNITURE 6 APPLIANCE MEGAN LAUREN'S. LTD. BENNETT HOME CENTER JO LYNN SHOE SHOPPE SPURGEONS FASHION PLUS TRIPLE K WESTERN CENTER 6 THE 3ND STORY RUMP'S YOUNC FASHIONS 8.8. HESSE'S SONS CLOTHIERS KESSLER'S e~i~rr ~:'~ . .;'~ ` ~~'l '~ !~«-~ -p ~' ~:, .~ ~' ,:: ~~dSiy~ ~ppG~3i8~'r' 11it1~~'a]i9~ii ~~'a:i~ ~~'~yi~ The National Trust's Critical Is- suesFund (CIF) and the National Main Street Center have joined together to help the seven Urban Demonstration Program cities attract and retain small busi- nesses. CIF has provided a total of $35,000 in grants to implement small business retention, expan- sion and recruitment programs in the demonstration communi- ties. The programs, developed by the local Main Street projects to meet their individual needs, are based on recommendations in the Trust's recent nationwide study of 16 existing business re- tention and recruitment pro- grams. The grants have been matched locally by more than $102,000. The cities plan to use the grants as follows: Cheyenne, Wyo. The Mani Street project will develop and produce small business recruit- ment material in cooperation with the county economic de- velopment agency. The material trill include pertinent statistics on downtown, describe local fi- nancialassistance programs and include infortnatioi, on avail- able retail and office space suit- able for small businesses. The material will be used by local business recruitment teams de- velopcdand trained by the Chey- enne Main Street Project with National Main Street Center National Trust for Historic Preservation 1785 Massachusetts Avenue, N.W. Washington, D.C. 2003(, (ri~~~.'sv~~ ~.~ ~ ,gal ~L~NNI(~lG aEFT. NMSC assistance. Dubuque, Iowa. Afour-phase small business .recruitment strategy will be developed by Dubuque Main Street in cooper- ationwith the city's community development department. The strategy's four phases are: (1 ~ col- lection of pertinent information on available properties; (2) de- velopment, production and dis- tribution of a brochure describ- ing small business opportuni- ties; (3j selection and training of business recruitment teams; and (4j implementation of a business recruitment team ap- proach. Joliet, Ill. The city's Main Street project will develop and imple- ment a two-part small business retention and recruitment proj- ect. Part one involves a targeted market study of the downtown. Part two includes the produc- tion of small business retention and recruitment brochures con- taining information on local as- sistance programs and available property. Knoxville, Tenn. Main Street Knoxville will develop a retail business retention and recruit- mentprogram consisting of: (1 ~ a retail cluster plan to direct the location of specific types of busi- nesses in the downtown; (2) an information bank to assist exist- ing businesses and recruit new ones; and (3j an information package on local small business assistance programs. In addi- tion, business recruitment teams will he organized and sent to potential business prospects. Nob Hill, Albuquerque, N.M. The Nob Hill Main Street Proj- ect will conduct a- market ~ dy of the neighborhood buss district to analyze its pore ual for retail development. This study will be a necessary com- panion to a second study analyz- ing the transportation and park- ing needs of this automobile- dependent commercial area. Roslindale, Boston, Mass. Ros- lindale Village Main Street will use the CIF grant to conduct a market study for this neighbor- hood commercial district. The study will identify the types of businesses that should be re- cruited as well as existing busi- nesses that need specialized as- sistance. South Side, Pittsburgh, Pa. Pro- viding technical assistance to existing retail and professional businesses will be the focus of Main Street on East Carson (MSEC) in Pittsburgh's South Side neighborhood. The pro- gram will help small businesses to: (1 ~ expand merchandise and service lines to fill ideed market gaps; (2~ develo ter promotions and advertising; and (3j improve accounting prac- tices. It will also provide desiKr. assistance for window display and merchandise presentation Assistance will be delivered b~ business assistance teams crc ated by MSEC in coopcratioi with the University of Pitts burgh's Small Fusiness Develop ment Center. SARATOGA HERITAGE PRESERVATION COMMISSION 13777 FUITVALE AVENUE CITY OF SARATOGA SARATOGA CA 95070 • CITY OF SARRTOGR HERITAGE PRESERURTION COMMISSION AGENDA • • DATE: Wednesday, February 4, 1987 - 3:30 p.m.~~ PLACE: Saratoga Community Library Meeting Roots 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting- ---------------------------------------------------------------- I. ROUTINE ORGANIZATION '~ R. Roll Call ~ B. Approval of minutes of 1 r'21 !87 f C. Oral Communications II. OLD BUSINESS /.A. Bed and Breakfast Ordinance B. Bronze plaques C. Heritage Resource Inventory III. ITEMS INITIATED BY THE COMMISSION IU. ADJOURNMENT ~~-~ ~1-t (t S~ ~~Please note the change in time for this meeting. is using the room until 3:15 p.m. Someone else 1 1 • C~ • ~J ~1B~U~'C~~S • • ~- CITY D>/ SAF:~';TDGA WEF: I TAME PPESEt"t'JAl" I Dha C(:ll`1h'I I SS I Dld AC'T I DPt! A(aE.NDA DATE : b~edr~esday , Jatit_tary 21 g 1987 q 3 : i_t~ t F' . P'f . PLACE: Sat-atoga Community Libt-ary Meeeting hoom4 123~~6 Saratoga Avetit_te, Saratoga TYPE : Fiegu l ar I'~feet i ng T. 1-~:D1.1T I haE DFiGAN I wAT I Of`J A. Boll Call pre=_.etit : Ai 1 Staff : Youi-tg B. Appro•,~al of Mint_-te~. M/S Voe=_.ter/AtiCSrte~. to approve min~.ttes as s>_t~imitted t~sith • two additions. Add ra. E~::oeper-nik: to item ~k~'7 page 3 and add ~tt•i item #4 to section C to read "Is the Comrnissian an the right track:?" I I . OLD BUS I C•1E55 A. Bed and Breakfast Drdi~iar-tce There Was general disct..tssion an the upcornit~~tg cat_tncil meeting an this itent. B. Bronze Plaques hl. k::oeper"nik: gave a repot-t or7 the status of the b•r-or, e plaques. There was general discussion an wording •fc~t•" ttie plaques ie. tt"~e use of the Word "r"esource" at- "landmark:", and WI-~ether or not to state the reso~trCC? ##. h~l. >•oepernik: stated that tt-~et-e Would be a one time cast which would covet- layout and logo. There would be -~ per plaque cast thereafter-. W. Heid suggested t~::oepernil•:: follow thr-o~.tgh. C . Budget I i-tf t_~t-ntat i or•t for FY 1986-1997 V. Young reported on the funds still available and the fact that only sinri lar- funds can be combined. The commission s~.tgyested usit"tg ~i~r~tct far Willys Peck: to Work: oti the historic iriformotion far tt~e ii~ventary structures. The commission d15GU5sed suggested • furrdirig levels 1'c+r the rie>:t fiscal yeCtt-4 i,tcluding ~ l`aitra fc+r tl-,e i nventc+ry . I ~ D . 2C>77Ct W i l dwc+c+d bJay ', V. Yc,t_ti-ty 'i epparted that there oaet-e t-tc+ bui lditig c+r planning permits issued. Tfte Chief bt_iilding r_+fficial is tak:irtg care c+f it Pram t-iere artd t,'. Yaut~g will Leep the Heritage Preservation Cc+mr:rissic+r7 pc+t.~ted. ~ III . hlE~irJ ErUa I h.IECS A. Heritage Resc+urce Seri-vey This item was discussed ui-tder item Il' G. E~. Items Initiated by the Cc+mrr,issic+n T!-ie cammi~=.,sign discussed the upcamit'iy jc+in't meeting aaith the City Cauticil. V. 'dc+ur-,g stated the'y_ irc+ulc! be receiving their agendas by Friday. I V . AD_ 70L~Rh•~C1E~PlT -M!a Ansnesll_ac~dst Bess tc+ ad j c+c.trr•t the meeting at ~ q ittt p . m . • Respectfully submitted. Heather Wdi Isar, secretC,ry • oO1~D~7j`~~ ~ ~~~1 ~1~5~~~ C~ f 49 - ~ TT'~ Lam- • ~."'6 - ~ (fin l -51f~s~ • ~ ~ ~ 20 r- UPxA- yi•~ 30 ~ IJcw~-- 31 ~ ~ - ~r ~r~ ~~ Lii DCSIGNA7ED kERITRGE RE50URCES • ORDINANCE DATE PROPERTY RPN NUMBER DESIGNATED Saratoga Foothill CLub 397-22-31 HP-1 3/21/84 (20399 Park Place) Villa Montalvo 517-15-12,13 HP-Z 4/18/84 (Montalvo Road) Central Park 39?-30-53 HP-3 8/15/84 William King House 517-08-046 HP-5 4/17/85 (14672 Oak Street) Saratoga Historical Museum. 517-10-13 HP-7 10/16/85 ' Saratoga Public Library 517-10-12 HP-9 10/16/85 (14410 Oak Street) McWilliams House 517-10-13 HP-10 10/16/85 (Office of Saratoga Chamber ~ of Commerce) Nardie Nouse 517-8-4 HP-il 3/5/86 (14650 6th Street) Not designated HP-4 Judge Foster House (1451@ Big Basin Way) HP-6 Hakone Gardens HP-8 Oak Street School • _7" sc~+~v ~, ~- Zy ~, .-, u c~~-- _ ~ ~ ~~ ~~~ ~~ w ~ ~ ..,. _ ~l~ h I~~.~-- ~(7 •-, G./kJ ~ n~ tN~Gld1~5KT~ . .~~ L., A ~ .. , tw.n.~1 r~ LJ G 8 ~ ~n~~u- 'I~ / ~ ~ ~~~~' - kri~ce c N ~a~-~6w~ l,p~) S c7 - ~~ Z~'- Utz ~~~a~-~ _ ~~:_ r1 U INFORMAL MINUTES SARATOGA CITY COUNCIL TIME: Tuesday, January 27, 1987 - 7:30 p.m. PLACE: Community Center Meeting Room, 19655 Allendale Avenue TYPE: Committee of the Whole/Joint Meeting with Heritage Preservation Commission I Roll Call: Councilmembers Anderson, Clevenger, Moyles and Mayor Hlava t present; Councilmember Peterson absent. Commissioners Ansnes, Cameron, Heid, Koepernik, Landsness, Tyrrell, and Voester present. City Manager Peacock and Planner Young present. 1. General discussion by commissioners of their perception of role of the Commission and perception on the part of the Council. Idea of coordination of resource inventory with building permit process was discussed. Ditto with planning permit process. The general purpose of the Commission was stated as being advocate for heritage preservation. 2. The role of the Commission vis-a-vis the Planning Commission was discussed in relation to applications involving identified heritage resources. The thrust of the discussion was that the Commission's role was one of review and advising the Planning Commission or staff, as the case may be depending on the nature of an application, on conditions which should be considered to preseve the resource within the context of good planning and zoning policy, but final decisions would not rest with the Heritage Preservation Commission as this would bifurcate land use procedure regulation. 3. Incentives for preservation were discussed briefly. Relaxing building codes cannot be seriously considered, but possible adoption of other codes _ such as the housing code or other should be investigated by the Commission and I findings reported to the City Council. Relaxing zoning standards was also discussed briefly with reference to the proposed bed and breakfast ordinance to be heard by the Council on March 4, 1987, and the parking variance sought for the Nardie Home in the Village. The Council explained that many factors besides heritage preservation must enter into such decisions at the policy level, which creates the need for reviewing such matters on almost a case-by- case basis. 4. Discussion turned to the status of the Heritage Resources Inventory. It was agreed that the Commssion should complete the inventory in as timely a fashion as possible and at the same time develop proposals for ways to preserve all of the resources on the inventory, including, but not limited to, mandatory review of any proposals to demolish, modify or add onto them. 5. The Warner Hutton House was discussed briefly. Staff is to keep the Commission updated on progress on relocation and- submit plans on site development, etc. for their review. The meeting was adjourned at about 9:30 p.m. Respectfully submitted, .~~.~~~- L rry Peacock City Clerk $-~ • i s -. ";g'~~ OF SAR~T~G~ ---__ Designated Heritage Resource 1W r Built 195; ~ (~_ .( ,. . ,/ 4 ~~ '/~ ~~ 4 Bo~ea~ Geoss S ~c'r~ aJ Gear ~n .sr~+ ~) ~,rbtXJ TE.rTU.e~ - G E.~1'Ti1ER~'T'TE "d ~ ,QrG-~r.{o ~/•vi5l~ - -~9.~~ Ox~oE .STi'ji,~ /nOV~J r~.c,IG- - .QOSSfS 1r-~ 5 ru D~ 5 ~z .,~ w~ ~~~4 i 2 ~°~ AGENDA SARATOGA CITY COUNCIL TIME: Tuesday, January 27, 1987 - 7:30 p.m. PLACE: Community Center Meeting Roan, 19655 Allendale Avenue TYPE: Committee of the Whole/Joint Meeting with Heritage Preservation Commission 1. Purpose of Heritage Preservation Commisson as viewed by the present City Council a. How important is the goal of heritage preservation for Saratoga? b. What is the Commission's role in Saratoga and how does it fit in to the Overall planning process? c. Does the Council want a Commissioner to attend Council meetings? 2. Relationship between Heritage and Planning Carm~ission a. How do the two commissions interface on land issues that involve heritage preservation? 3. Incentives for preservation a. What kinds of incentives does the Council feel can be offered to the public to encourage preservation? 1) relaxed building codes 2) relaxed zoning standards 3) other 4. Heritage Resources Inventory a. Completion schedule 5. Warner Hutton House a. Set up Task Force to monitor progress CITY OF SARATOGA PLANNING COMMISSION AGENDA DATE: Wednesday, January 28, 1987 - 7:00 p.m. PLACE: City Council Chambers, 13777 Fruitvale Avenue, Saratoga, CA TYPE: Regular Meeting Roll Call Minutes - January 14, 1987 Deletions to the Agenda ORAL COMMUNICATIONS THI S PORTION OF THE MEETING IS RESERVED FOR PERSONS DESIRING TO ADDRESS TfIE COMMISSION ON ANY MATTER NOT ON THE AGENDA. SPEAKERS ARE LIMITED TO TWO MINUTES. A MAXIMUM OF 15 MINUTES WILL BE ALLOWED FGR THIS ITEM. ALL STATEMENTS REQUIRING A RESPONSE WILL BE REFERRED TO STAFF FOR FURTHER ACTION. IN MOST CASES, STATE LAW WILL PROHIBIT THE COMMISSION FROM MAKING ANY DECISIONS WITH RESPECT TO A MATTER NOT LISTED ON THE P.GENI?A . REPORT OF CLERK ON POSTING OF AGENDA Pursuant to Government Code 54954.2, the agenda for this meeting was properly posted on January 23, 1967. PUBLIC HEARING CONSENT CALENDAR (THESE ITEMS WILL BE ACTED UPON IN ONE MOTION UNLESS THEY ARE REMOVED FROM TIIE CONSENT CALENDAR FOR DISCUSSION BY COMMISSIONERS OR ANY INTERESTED PARTY) -- 1. SD-86-001 - Goni, request for building site and design review DR-86-003 - approval for construction of a new two-story single V-86-004 - family dwelling at 14080 Saratoga-Sunnyvale Rd., in the R-1-10,000 zoning district Also consider . granting variance approval for a carport to be locatiad 9 ft. from the front property line where 25 ft. is the required setback at the above address per Chapter :LS of the City Code (cont. to 2/25/87 at the request of the applicant) 2. DR-86-059 - Lohr, request for design review approval of plans i.o construct a new 4,215 sq. ft. two-stork single fami:Ly home where 4,000 sq. ft. is the maximum allowab:te floor area 'at 19560 Chardonnay in the R-1-12,500 zoning district. 3. UP-86-005 - A-M Company, request for conditional use permit approval to allow a model/sales office to be located in one of the units of a 21 unit condominium project under construction on Biarritz Ln. (at Saratoga Ave. & ------------Bucknall) ir. the RM-5000 za,iing district. 4. DR-86-053 - Sanchez, request for design review approval of plans to construct a new two-story home at 15187 Blue Grim --._---------Ct_,-in-the R-1-40,000 zoning district. 5. SD-86-009 - Woolworth Construction, request for tentative map approval for a 3-lot subdivision on a 1.48 ac. site located at 13095 Saratoga-Sunnyvale Rd. in the R-1 - . 12,500 zoning district. -------------------- ------------------------------------------ 6. DR-86-048 - Robert Morriss, request for design review approval of plans to construct a new two-story single family dwelling at 21356 Diamond Oak Ct. in the NHR zoning district. ----------------------------------------------------- ------------- (continued on other side) Planning Commission Meeting - Agenda Page 2 January 28, 1987 PUBLIC HEARING - CONSENT CALENDAR cont. 7. DR-86-066 - J. Lohr, request for design review approval of flans to construct a new 3,574 sq. ft. two-story single family dwelling where 3,500 sq. ft. is the maximum floor area at 18748 Cabernet Dr. in the R-1-10,000 zoning district. ------------------------------------------------------------------ - 8. DR-86-067 - J. Lohr, request for for design review approval of plans to construct a new one-story single family dwelling at 18778 Cabernet Dr. in the R-1-10,000 zoning district. ------------------------------------------------------------------ 9. DR-86-068 - Brian Kelly, request for design review approval of plans to construct a new one-story single family dwelling at 19313 Lisa Marie Ct., in the R-1-20,000 zoning district. PUBLIC HEARINGS (THE PLANNING COMMISSION POLICY RELATIVE TO PUBLIC HEARINGS IS THAT THE APPLICANT'S PRESENTATION SHALL BE LIMITED TO 10 MINUTES AND OTHER SPEAKERS WILL BE LIMITED TO 3 MINUTES.) 10. UP-86-003 - Gera, request for conditional use permit approval to allow construction of a 1,150 sq. ft. cabana that will be 16 ft. in height and located 22 ft. from the rear property line at 19136 Springbrook Ln., in the R-1- 40,000 zoning district per Chapter 15 of the City Code ------------------------------------------------------------------ 11. UP-86-006 - Saratoga Ave. Office Center, request for use permit approval to modify the regulations contained in City Code Sec. 15-30.090 [(d)(2)) pertaining to signs and allow two free-standing identification signs der building (excluding Building 2) or one free-standing ~_ and one identification sign attac~d to the roof facia of the building (excluding Building 2) at 12900, 12950 and 12980 Saratoga Ave. in the PA (Professional ---- Administrative)-zoning-district- ' ------- --------------------- 12. ~ Saratoga Village Plan - Consider preliminary public input on draft Saratoga Village Planning Program. ------------------------------------------------------------------ 13. DR-86-054 - Krajeska, request for design review approval of plans to construct a new two-story single family home at 13943 Pierce Rd. (Vista Regina) in the NHR zoning district. ------------------------------------------------------------------ MISCELLANEOUS COMMUNICATIONS Written 1. riinute vi Heritag Preservation Cvnmiission dated 1/7/87 Recommended Action: Read and file 2. Letter from League of California Cities dated 1/13/87 re: Planning Commissioners Institute. Recommended Action: Discuss"dates and interest with Planning Director Oral ~ Commission - City Council Report ADJOURNMENT CITY OF SARATOGA HERITAGE PRESERURTION COMMISSION AGENDA DATE: Wednesday, January 21, 1987 - 3:D0 p.m. PLACE: Saratoga Community Library Meeting Room 13560 Saratoga Aaenue, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGANIZATION R. Roll Call B. Rppro~al of minutes of 1f7t87 II. OLD BUSINESS R. Bed and Breakfast Ordinance B. Bronze plaques ~' C. Budget information for FY86-$7 D. 20770 Wildwood Way III. MEW BUSINESS R. Heritage Resource Suruey B. Items Initiated by the Commission IU. RDJOUP,NMENT ~B~LU7~'C~~ ~~~ ~~~~ ~ ~~ ~ ~ ~~~ ~ ~ ~;~~~ a ~ ~~ ~~~ ~~ ~ • CITY OF SRRRTOGR HERITRGE PRESERVATION COMMISSION RCTION RGENDR DRTE: Wednesday May 7, 1986, 3:00 P.M. PLRCE: Saratoga CoMMUnity Library Meeting Roots, 123560 Saratoga Rvenue, Saratoga TYPE: Regular Meeting I. ROUTINE ORGRNIZRTION R. Roll Call present: Rnsnes, Uoester, Tyrrell, Koepernik, Landsness, Heid 43:45) Absent: Cameron Cexcused~ Staff: Young U. Young noted the Meeting agenda had been posted at the Council Chambers. • B. Rpproval of Minutes M!S Uoester/Landsness to approve Minutes as submitted, with one addition. Minutes to be amended under Dld Business to reflect that B. Uoester requested a status report front staff on the house at 2D77D Wildwood Way. Passed unanimously. C. Election of officers for 1987 MIS UoesterlRnsnes to elect Warren Heid as Chairman. Passed unanimously. M!S UoesterlTyrrell to elect Elizabeth Ansnes as Uice-Chair. Passed unanimously_ II. OLD BUSINESS R. Bed and Breakfast Ordinance U. Young gave a brief report on the Planning COMMlsSlOn~S denial of the proposed ordinance at its DeceMber 10, 1986 Meeting. She stated that because the amendment had been initiated and denied by the Planning CoMMission, a public hearing by the City Council was not required unless they received a written request to do so. • • CoMMissioner Tyrrell, who had attended the Planning GoMMiss].Un Meeting, stated that there was confusion because there was no Map showing the actual properties that would be affected. Other GoMMissioners expressed concern that the Planning CoMMission had denied the proposed ordinance after a consensus in favor of the ordinance had been reached at an earlier joint Meeting between the two COMMI.SSlOnS. E. Rnsnes stated that the property owners who would benefit front the ordinance, i.e., who wanted to operate a bed and breakfast establishMent, should ask the Council to hold a public hearing, as well as the Heritage CoMMission. M/S Tyrrell/Rnsnes that the Heritage Preservation CoMMission recoMMend to the City Council that they hold a public hearing an the proposed bed and breakfast ordinance. Motion passed unaniMOUSly. E. Rnsnes offered to help write the Meroo. III. NEW BUSINESS fl. CDBG PROJECT PROPOSRLS FOR FY8?-88 W. Heid stated that the Saratoga Historical Foundation was asking for Money to repair the roof and add a handicapped raMp to the MuseuM building. B. Uoester expressed concern about the Hannah McCarty house. The CoMMissian decided not to subMit a request for FY8?-88 but to keep the funding in Mind for the Warner Hutton house in the future. B. Set work priorities for FY8?-8$ The CoMMissian discussed its work priorities for 198? and agreed on the following prioritized list= Cthe naMe inparentheses is the CoMMissioner who will be responsible for Monitoring the progress of the iteM). {Heid and Uoester) 1) CR11) 2) Cflnsnes> 3) CUoester) 4) • CKoepernik) 5) Finish the heritage resources inventory. CoMplete the application for participation in the Certified Local GovernMent PrograM. Increase public awareness of preservation activities and heritage resources in Saratoga. Encourage property owners tv participate in the designated landMark prograM. Initiate use of bronze plaques to designate heritage resources. • (Landsness) (Cameron > (All) 6) Continue monitoring progress on the Warner Hutton House. 7) Develop financial and regulatory incentives for preservation. 8) Administrative business - develop Heritage Commission handbook and bylaws, provide input on planning issues related to preservation (Village Plan, bed and breakfast ordinance, etc.). D. Tyrrell will serve as liaison to the City Council on behalf of the Commission. C. Joint meeting with the City Council, 1/27/87 V. Young asked the Commission to suggest topics of discussion for the upcoming joint meeting with the City Council. The following items were suggested: • 1) work:.ing relationship with City Council and o+, her commissions. 2) setting up a Tasl~, Force for the Warner Hutton House. :~) huge resources survey. ~ ~~~`~ W. Heid and E. Ansnes ffered'to' expand on and finalize the list. IV ADJOURNMENT M/S HEID/KOEPERNIK to adjourn the meeting at 5:10 p.m. with many thanks to Sharon Landsness for serving as chair to the Commission for the past three years. Motion passed unanimously. The next regular meeting of the Commission will be held on Wednesday, January 21, 1987 at 3:00 p.m. Respectfully submitted, Valerie Young Secretary 3 U ~~~ s • 4 ~~ 0 tr ~~ ~ ~ e o e O e . ~ C~~~~ o~ ~ ~OC~~ 13777 FRUITVALE AVENUF_ SARATOGA. CALIFORNIA 95070 (408) 867-3438 COUNCIL MEMBERS: Karen Anderson Martha Clevenger Joyce Hlava David Moyles Donald Peterson January 8, 1987 We would like to welcome two new employees to the City staff as we start the new year. John Martire has been appointed to the position of Community Service Officer effective January 9, replacing Dave Lapic who is resigning to relocate and pursue other interests after three years with the City. John is a Saratoga resident and has expe- rience in park security and emergency medical aid, and as a Campus Service Officer at West Valley College. He is also a • volunteer firefighter with the Saratoga Fire District. Rosana Choy began work on December 29, replacing Kim Hoppe as a part-time Clerk Typist I in the Planning Department. Kim has resigned to attend college full time. Rosana, a native of Hong Kong who has also lived in Brazil, comes to us after several years of clerical experience in San Francisco. _ arry R Peacock ___ __ _ __ _ __ ___ ___ _ _ City M ager jm • LU.3.1 (_Imp) To be implemented by the Heritage Preservation Ordinance and the Heritage Preserva- tion Commission. • LU.4.0 Encourage the economic viability of Saratoga's existing ~. • commercial areas and their accessibility by residents, keeping in mind the impact on the surrounding residential areas. LU.4.1 Non-residential and industrial uses shall be buffered from other uses by methods such as set- backs, landscaping, berms and soundwalls. LU.4.1 (Imp) Review the Design Review and. Limited Industrial Ordinances to determine if increased setbacks and landscaping are required. LU.4.2 Non-residential development shall be confined to sites presently designated on the General Plan for non-residential uses. Existing non-residential zoning shall not be expanded nor new non-residential zoning districts added. LU.4.2 (Imp) (The policy is specific and does. not require an implementation measure.) LU.4.3 The City shall revise the zoning ordinance to allow bed and breakfast establishments as conditional uses • in commercial or residential zoning districts where such uses have not previously been permitted and where such uses would be appropriate. LU.4.3 (Imp) (The policy is specific and does not require an implementation measure.) LU.5.0 The City shall use the design review process to assure that new construction and major additions thereto are compatible with the site and the adjacent surroundings. LU.6.0 Relate"new development and its land uses to presently planned street capacities so as to avoid excessive noise, traffic, and public safety hazards. If it is determined that existing streets need to be improved to accommodate a project, such improvements shall be in place or bonded for prior to issuance of building permits. LU.6.1~ Prior to initial approval, the decision making body shall consider the cumulative traffic impacts of single family residential projects of 4 or more lots, • 2-3 ..JOHN R. KAHLE ATTORNEY AT LAW 20601 BROOKw000 LANE . SARATOGA, CALIFORNIA 95070 (4081 867-5298 January 13, 1987 MEMBERS OF THE CITY COUNCIL City of Saratoga Saratoga, California RE: A20-86-003 - Amendment to Zoning Ordinance to Allow Bed and Breakfast Establish- ments in R-1 Districts Dear Councilmembers: In view of the decision of the Planning Commission of the City of Saratoga on December 10, 1986 to deny an amendment to the • Zoning Ordinance, which would include bed and breakfast establishments as conditional uses in R-1 zoning districts adjacent to the village, I hereby request a public hearing on this matter before the City Council of the City of Saratoga. The question of the advisability of including bed and breakfast establishments as conditional uses in R-1 zoning districts was considered and studied in depth over a period of many months by_ both the City Council and. the Planning Commission during review and revision of the General Plan for Saratoga in 1982. I attended numerous study sessions and public hearings before both the Council and the Planning Commission where this matter was discussed in great detail. In the final General Plan which was approved as revised by the Council and the Planning Commission and adopted by the City Council in May 1983, the following provision was included in the Plan: ~~LU•4•~ - The City shall revise the Zoning Ordinance to allow bed and breakfast establishments as conditional uses in commercial or residential zoning districts where such uses have not previously been permitted and where such uses would be appropriate. • . In view of the foregoing provision, the Planning Commission has neither the power nor the jurisdiction to contravene the clear mandate of the General Plan. The duty of the Commission is to draft an appropriate ordinance for review and action by the Council. The action of the Commission, therefore, on December 10, 1986, in denying completely the proposed amendment and not proposing any revised amendment for review and action by the Council, in my opinion, was without validity. Irrespective of the legal question, I believe strongly that the allowance of bed and breakfast establishments as limited by the recently proposed amendment would add significant charm and quaintness to our City. It would provide an opportunity for restoration and preservation for some of the old historic land- marks in the City which mean so much in assessing its beauty, charm and character. This result has occurred in many of those cities of great attraction such as Carmel, Monterey and many others in the wine country. Both the Planning Commission and the Heritage Commission arrived at this consensus quite recently after lengthy deliberations together. This important matter should not fall victim to the emotions of a vocal few who oppose without valid reasons what is best for the entire City of Saratoga. It seems clear that under the use permit process the City would maintain adequate control over the operation of bed and breakfast establishments. • The 1906 Julia~Morgan-designed home which I own is located on a 2-1/2 acre parcel of land and is ideally situated for a bed and breakfast establishment. I would very much appreciate the opportunity to show you the house and grounds at your convenience. At this time, I request that the City Council schedule a public hearing on the question herein discussed for further review, debate and appropriate action. ~ /' LJ~- r • MEMORRNDUM T0: City Manager FROM: Heritage Preservation Commission DHTE: January 31 , 1986 SUBJECT: Priorities for 1986-87 Budget ---------------------------------------------- The following is a list of priorities for the City from the Heritage Preservation Cor-mission for the 1986-87 Budget: 1. To preserve the lJarner Hutton house. a. To encourage the City to work with CalTrans to ' relocate the Warner Hutton house. 2. To establish a better working relationship with the City L'ouncil. a. To work with the City Council to establish a regularly scheduled work session so that projects or concerns of Commission nay be discussed. 3. To cooperate and interact with other Connissions and agencies on similar interests. a. l'o Set up a work session with the Planning Commission to discuss goals and policies to preserve heritage resources. b. io work with the Planniny Commission to develop a better communication between the Connissions. c. To recommend that the City Library update and catalogue the Robinson Heritage Resource Collection. d. To forward a copy of the completed Heritage Resource Surrey to the City Library. 4. To participate in conferences dealing with the preservation -- ~ of heritage resources. 5. To cooperate in the inplener-tation of the Uillage Plan. • a. To suggest amendments for a Uillage Ooerlay Zone that would include adjacent residential areas. b. To encourage development of a Design Guideline which would promote the historic character of the Uillage. • Heritage Preservation Commission Priorities Page 2 6. To provide a written report to the City Council at the end of the year that would evaluate the accomplishments of the Heritage Preservation Commission and the attainment of goals. 7. To update the Historic Building Survey. a. To set up program with local colleges to obtain student help to continue the surveying process. 8. To complete a map for the Village area that will identity the historic buildings. 9. To continue sponsoring the Historic Home Tour and further streamline the process. 10. 'fo continue to recommend the designation of historic resources to the City Council. 1~. To delineate and recommend the designation of historic districts. 12. To review the possibility of adding an Historic Element to the General Plan. 13. To promote the positive press coverage of Commission activities. ~. 14. 'fo prepare a slide show of historic Saratoga that would be made available to interested community service groups. ~i~. ~ ~~"/C CGS C~7 ( C~ ~ `C~ 7 (~' ~~ / Sharon Landsness, Chairman ~ ~'~^~~ Heritage Preservation Commission • CITY OF SRRRTOGR HERITAGE PRESERURTION COMMISSION RGENDR DRTE= Wednesday, January 7, 19$7 - 300 p.M. PLRCE= Saratoga CoMMUnity Library Meeting Roots 13560 Saratoga Rvenue, Saratoga TYPE- Regular Meeting I. ROUTINE ORGRNIZRTION R. Roll Ca11 B. Rppro~al of Minutes of 12r'1Ot86 C. Election of officers for 1987 II. OLD BUSINESS R. Bed and Breakfast Ordinance III. NEW BUSINESS R. CDBG project proposals for FY 87-88 B. Set work priorities for FY 87-88 C. Joint Meeting with_City Council on January 27, 1887 IU. RDJOURNMENT -- - - _~ ~~ ~~ ~~ ~~ ~-[~ l- i 1 • ~B~CU7~'C~~ C~ CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION • MINUTES DATE: Wednesday, December 10, 1986 - 3:00 P.M. PLACE: Saratoga Community Library Meeting Room, 13560 Saratoga Avenue TYPE: Regular Meeting I. ROUTINE ORGANIZATION A. Roll Call Present: Landsness, Koepernik, Tyrrell, Voester, Cameron Absent: Heid, Ansnes (both excused) Staff: Young B. APPROVAL OF MINUTES M/S VOESTER/TYRRELL to approve minutes of 11/19/86 meeting as submitted. Passed unanimously. II. OLD BUSINESS • A. Warner Hutton House - V. Young gave a brief status report on Council action and recent meetings with Caltrans staff on relocation of the house. S. Landsness brought up the timing of the relocation, so that fundraising activities would get underway. R. Cameron asked about Commission input on site planning; U. Young offered to checl: with Caltrans on this issue. The Commission also directed staff to discuss with the City Manager the possibility of setting up an ad-hoc City Committee to be involved in the relocation process. B. B. Voester asked about the status of the fire bell agreement. V. Young replied that the City Attorney redrafted the agreement and that it was sent to A. Bogart for signature. III. NEW BU5INESS A. Bed and Breakfast Ordinance U. Young gave a brief background on the ordinance as prepared by the City Attorney. • M/S TYRRELL/VOESTER to recommend to the Planning Commission approval of the ordinance. HERITAGE PRESERVATION MINUTES - DECEMBER 10, 198E PAGE 2 • Under discussion, B. Voester expressed concern about the use permit running with the property rather than the owner. V. Young said this was in accordance with state law. There was general discussion on the 500 ft. measurement from the Village boundary, N. Koepernik expressed adverse impact from the for historic structures. State Historic Building authority of the Chief codes to older buildings. concern about the possible use of current building codes There was discussion about the Code and the discretionary 3uilding Official in applying It was clarified that bed and breakfast uses would still be permitted in the P-A and C pones, as the current regulations allow. M/S KOEPERNIK/LANDSNESS to amend the motion to recommend to the City Council approval of the ordinance with the following concern: Strict application of the current building and fire codes may affect the exterior of e;<isting structures. The Commission believes that the Ordinance should contain specific reference to allow the City of Saratoga's Chief Building Official to have discretionary authority to interpret and apply all codes with sensitivity to the architectional integrity of these historic buildings. Motion passed unanimously. IV. ADJOURNMENT The meeting gas adjourned at 5:05 p.m. The next regular meeting will be held on Wednesday, January 7, 1987 at 3:00 p.m. Respectfully Submitted, Valerie Young Secretary • 2 • ~Q~ ~ ~~~~~~~ i • 13777 FRUIT'VALE AVENUE SARATOGA, CALIFORNIA 95070 (408) 867-3438 U 1) Introduction to the Housing and Community Development Act and funding examples of eligible HCDA activities and. past HCDA-funded City projects. ~~ ~~ ~~~0 ~a ~ a ~~~~ ~~ ~ ~ ~ ~ ~ n T~C~~ November 25 , 1986 Karen Anderson Martha Clevenger Joyce Hlava To: Department Heads and Commission Chairs David Moyles Donald Peterson From: Administrative Assistant Subject: CDBG Project Proposal Solicitation It is time to request your assistance in the identification and development of projects or activities to be funded with CDBG (Community Development Block Grant) monies for FY 1987/88. Saratoga's share of the discretionary CDBG funds for 87/88 is approximately $135,000. The deadline for project proposals is January 12, 1987. Public Hearings are .scheduled to be held by the City Council on January 21 and February 4, at which time determination will be made and proposals submitted to the County for approval by the Board of Supervisors. Attached for your information and use are: COUNCIL MEMBERS: 2) A CDBG Project Proposal Submittal Form Cover Page. It is not necessary that you complete an entire form at this time. Submission of the Cover Page and a project development timetable will be enough for preliminary consideration. Please feel free to call on me if you require any additional information regarding this process. Ca lyn Ki jm Attachments cc: city council ~~~ ~~~tt f~OV ;~ 6 196 f~~,_~,N~l~~~ UE~T. DEVELOPMENT OF CITY PLANS FOR THE EXPENDITURE OF HOUSING AND COMMUNITY DEVELOPMENT ACT BLOCK GRANT FUNDS INTRODUCTION: The City of Saratoga, six other "nonentitlement" cities (population under 50,000) within Santa Clara County, and the County itself receive federal Housing and Community Development Act (HCDA) Community Development Block Grant (CDBG) funds, which are administered by the Department of Housing and Urban Development (HUD), for eligible projects and activities. By regulation, nonentitlement cities receive funds by virtue of a Cooperation Agreement with the Urban County of Santa Clara (the locally responsible grant recipient). The total annual HCDA allocation to the County is approximately $2.7 million for 1987- 88. Of the $2.7 million, $1.1 million will go to the competitive pool where funds are prioritized for projects/activities that contribute to increasing the supply of affordable housing in the County. Each of the seven nonentitlement cities and the County will receive approximately $135,000 for direct allocation for any HCDA eligible activity. The remainder (approximately $520,000) will be used for administrative costs. A maximum of 15% of the total grant of $2.7 million ($405,000) may be used for public service activities. The primary objective of the HCDA is the ..."development of viable urban communities, including decent housing and a suitable living environment and expanding economic opportunity principally .for persons of low and moderate income." The overall objective of the Act can be achieved through a program where the projected use of funds has been developed to give maximum feasible priority to activities which will carry out one of the three broad national objectives of: 1. Benefit low and moderate income families (i.e., family of 4, $27,500 annual income). 2. Aid the prevention or elimination of slums or blight. 3. Create activities designed to meet other needs having a particular urgency because existing conditions pose a serious and immediate threat to the health or welfare of the community and other financial resources are not available. Most previously funded City of Saratoga HCDA activity has been directed to benefit those of low or moderate income. 1 •. ELIGIBLE ACTIVITIES: Following is an illustrative listing of eligible HCDA activities. The listing is not intended to be complete°, and each activity proposed for funding must be individually scrutinized for eligiblity. Basic Eligible Activities a) Acquisition of Real Property for a variety of purposes b) Public facilities and improvements c) Public Services d) Clearance activities e) Interim assistance to alleviate harmful conditions f) Removal of architectural barriers Rehabilitation and Preservation a) Rehabilitation of public residential structures b) Rehabilitation of private property c) Temporary relocation assistance d) Code enforcement e) Historic preservation f) Public housing modernization • Economic Development a)' Acquisition b) Public facilities and improvements c) Commercial and industrial facilities d) Community economic development or neighborhood revitali- zation activities Planning and Urban Environmental Desi n a) Development of a Comprehensive Community Development Plan b) Development of a policy-planning-management capacity c) Comprehensive planning activities 2 r 1 ~J Past and Present HCDA Funded City Activity The City has received Block Grant funding following is a list of City HCDA activity. 1. 2. 3. 4. 5. 6. 7. 8. 9. 10 . 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. Housing Rehabilitation E1 Quito Park Development Clearance and Demolition Village Beautification and Historical Senior Citizen Needs Assessment Social Needs Assessment Senior Citizen Housing - Landbanking Senior Citizen Housing - Acquisition Removal of Arck~itectural Barriers Housing Element to General Plan Paul Avenue Reconstruction Quito Area Storm Drainage Systems Street Reconstruction since 1975. Preservation Saratoga Senior Center - Needs Assessment and Construction Senior Center Programs - Public Service Government Buildings Access Saratoga High School Access Senior Center Office Development Village Library Accessibility 4th Street Reconstruction Elva Avenue Reconstruction Senior Center Addition Live Oak Adult Day Care Services Transit Assist Adults for Independent Living The Through the 86/87 FY, the City of Saratoga will have received approximately $3,145,000 in Block Grant funds. 3 City of Saratoga Community Development Block Grant Program • Thirteenth Program Year FY 1987-1988 PROJECT PROPOSAL COVER PAGE APPLICANT ORGANIZATION NAME ADDRESS ' ~N .f - x NAME/TITLE OF PROPONENT SIGNATURE TELEPHONE NUMBER • PROJECT NAME DOLLAR AMOUNT OF CDBG FUNDS REQUESTED $ PROJECT ABSTRACT (Limit statement to space provided.) ~~,~': tip. ,~ C~ 4 . . PROPOSED IMPLE:DIENTATION ACTIVITY TINE SCtiEUULE ~ ~ ` List in detail the major activities to be undertaken to implement the project Program Year and [tie scheduled time [hey will begin and•be completed. Once approved, projects will be closely monitored during implementation according to this time schedule: Dale Prepared PROJECT: ORGANIZATION: • --- Title o f - M o n t h s E n d i n g -_:,~ ;~~` - Activicies 7/31 8/31 9/30 10/31 11/31 12/31 1/31 2/28 3/31 4/30 15/31 6/30 Schedule Prepared by: -~- r i .:r'' : -.: ~ . 1987 Policy Development Calendar DATE ACTIVITY ' Jan 2 City Manager meets with department heads to discuss mid-year budget review policy develo ment r and ~ p p ocess.. ~ Jan 5-30 Management staff prepares mid-year reports. Management staff, Commissions Council submit proposed issues and items to Cit Mana f and • ~ _ y ger or consolidation Council Policy Agenda. for Jan 5 Parks and Recreation Commission discusses priorities for 1987-88. Jan 5 Letter to community groups requesting submittal of views on City priorities 1987-88. _ for •-~ .- Jan 7 _~Heritage Preservation Commission discusses priorities for 1987-88. Jan 8 Finance Committee discusses priorities for 1987-88. Jan 12 Public Safety Commission discusses priorities for 1987-88. •' ._ Jan 14 _ Planning Commission discusses priorities for 1987=88. Jan 21 Annual Council review of Investment Policy. _ Jan 28 Library Commission discusses priorities for 1987-88 ~ _•• Jan 30 , Staff completes mid-year review and submits priorities. ~ ~ Feb 4 City Council discusses priorities for 1987-88. • Feb 6 Community groups - submittal deadline. ~ •. Feb 10 City Manager completes State of City Report. Feb 10 • Comprebensive list of priorities; programs, ~rojects, goals and objectives together into one list. List distributed to ouncil Commissio Ch i put , n a rs and staff, plus public. key Feb 17 Mayor holds agenda building meeting with Commission Chairs and key staff propose agenda to City Council. to Feb 18 Council reviews proposed agenda and adopts final agenda. Feb 19 Staff meets to brainstorm agenda items background. Feb 27 Policy Development Agenda and all accompanying background data submitted Ci0 UIIC 11. to Mar 6-7 Council, City Attorney and City Manager hold Policy Development session. Mar 18 Council reviews and adopts notes from session. i Mar 24 Council reports to community results of the policy session. _ . Mar 30 Budget forms and instructions distributed to departments. Apr 24 All budget requests submitted to,City Manager. "' May 8 :.. Budget conference(s) with senior staff and City Manager. ` May 20 Notice of hearings. • • May 22 Proposed Budget submitted to City Council. " ..Hay 28 -- Council and Finance Committee review of budget. ' June 3 Hearing on Budget for 1987-88. .Adopt Final Budget July 1 Public notice of availability of budget summary. " Sept 30 Complete State Controller's Report. s Oct 30 File Annual Use Report for 1986 FY with Census Bureau. Nov 11 Publish notice of,availability of Actual Use Report. Dec 2 r Council establishes date for 1988 policy development session and adopts policy development calendar. 1/20/88 Annual Council review of 7nvPatmont v.,i..;o V ~"~.. ~~~~ O~ ~ e D A 0 A ~0~~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 ' • (408) 867-3438 MEMORANDUM TO: .Department Heads and .Staff Liaison Persons DATE: 12/18/86 for Commissions FROM: Deputy City Clerk SUBJECT: Joint Council/CommiSSl071 Meetings ---------------------------------- ----------------------------------------------- As approved by the City Council at .its meeting of July 16, 1986, the schedule for joint meetings appears below.: ', an 2 -- H J nary 7 ezitage Preservation • February 24 -Library i March 24 -Planning April 21 -Public Safety May 12 -Finance i ~~~L~/ C Grace E. Cory ~-~ - - cc: City Manager -- Na~~ ~,, ~ ~~ ~~~ (q,~~~/t~~ _ 6 ®~CpT i~ O~ ~~ ~~4 ~~~ ~ ~ 13777 FRUITVALE AVENUE SARATOGA. CALIFORNIA 95070 (408) 867-3438 • December 1986 COUNCIL MEMBERS: Karen Anderson T0: All Commissioners/Committee Members and Staff Liaison to SameMarrna Clevenger Joyce Hlava David Moyles FRC~1: Harry R. Peacock, City Manager Donald Peterson SUB.T: New Prodedural Requirements under the California Open Meeting Law (Brown Act) -------------------------------------------------------------------------------- On January 1, 1987, a new series of procedural requirements affecting the content and posting of agendas and limitations on subject matter which can be discussed at City Council, City Commission and City Committee meetings goes into effect. In response to this new statute, the City Council adopted the following policy at its meeting of December 17, 1986: "In accordance with Government Code 54954.2, agendas for all Council and Commission meetings shall be posted on the front window of the Council Chambers at least 72 hours in advance of the time of each meeting. Each agenda shall be posted in such a way that the entire agenda is clearly visible from the outside of the building. The Clerk of the Council or the Commission, as the case may be, shall report the posting at the beginning of the meeting, and such report shall be reflected in the minutes of said meeting." I have attached a ten-page analysis of the new requirements prepared by a committee of City Attorneys for the League of Cities. Please read it carefully as it discusses such subjects as: 1. limitations on bringing up items not placed on the posted agenda and acting on them; 2. requirements for the wording of agenda items; 3. requirements related to public participation on non-public hearing items and non-agenda items described collectively as "items of interest to the public;" and 4. legal remedies and the limits of those remedies on actions alledgedly taken in violation of the act. Although all references in this analysis are to city councils, the law applies equally to advisory bodies. To avoid using two separate standards, which could end up confusing everyone, it is recoIImended that all commissions begin functioning under these new rules at their first meeting in January. Good luck. Should any of you run afoul of this new statute, disc w your exist a or presence. ~, ,7mrry R. eacoc City C er Enclosures (2) the City Clerk will n~c ~~~ga6 ~E~,~1~~';~!G DEPT• ~0~~ r 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 • (408) 867-3438 MEMORAI~TDUM TO: . City Council FROM SUBJECT: Deputy City Clerk Mandatory Posting of Council and Commission Agendas DATE: 12/17/86 Certain changes in the Brown Act become effective January 1, 1987. One new requirement is the posting of the agenda for each Council or Commission meeting at least 72 hours before the time of the meeting. It is recommended that the Council adopt a minute resolution to establish a procedure for such posting and the permanent recording of such posting. The suggested text of such a minute resolution (which describes the posting procedure which has been followed for several years) appears below. In accordance with Government Code 54954.2, agendas for all • Council and Commission meetings shall be posted on the front window of the Council Chambers at least 72 hours in advance of the time of each meeting. Each agenda shall be posted in such a way that the entire agenda is clearly visible from the outside of the building. The Clerk of the Council or the Commission, as the case may be, shall report the posting at the beginning of the meeting, and such report shall be reflected in the minutes of said meeting. ~~~~ ~` ~ Grace E. Cory • .. `~'~ ~ ,J ®~ ~. .-- ~ ~~®® vague ®f Calif®rnia Cities ~~ ~ ®~ ® 1400 K STREET • SACRAMENTO, CA 95814 • (916) 444-5790 California Cities Work Togelher ~ ~ . ~~ - - Sacramento, CA. . ~ October 6, 1986 T0: Cit Attorneys and City Clerks - RE: ~. Changes in Brown Act Open Meeting Requirements Introduction RECEIVED Nov 61986 CITY MANAGER AB 2674 (Connelly), Ch, 641 of the 1986 statutes,. which dramatically changes the Brown Act open meeting requirements, takes effect January 1, 1987. This - new law requires local agencies to post an agenda prior to each meeting of the legislative body, requires local agencies to provide an opportunity for the public to address the legislative body, generally prohibits the legislative body from acting on items not appearing in the agenda, and authorizes bringing suit to void certain actions taken in violation of the Brown Act. ~, Because the new law raises numerous questions of interpretation, Robert - ~~ Flandrick, City Attorney of Baldwin Park, Bell and Whittier and President of the City Attorneys Department, appointed a committee to recommend a uniform . approach to implementing AB 2674. The members of this committee are: Steve ~' Amerikaner (Chair), City Attorney of Santa Barbara; Bill Adams, City Attorney.. -~ "' of Palm Springs; George Buchanan, Senior Assistant City Attorney of Los Angeles; Frank Gillio, City Attorney of Los Altos Hills, Millbrae and Monte :~.~.. •~-:-~ Sereno; Alice Graff, City Attorney of Hayward; Ron Johnson, Senior Chief :~ . Deputy City Attorney of San Diego; and Ron Stein, City Attorney of Lodi This report is intended to help city attorneys. resolve some of the ~ -, interpretive questions raised and ensure compliance with the spirit of the Brown Act. A summary of the bill is followed by specific, practical. - recommendati ons . .The text of the bi 11 shoul d be careful 1y .reviewed for ~~ .. , `~ .:'~ . - detailed provisions not covered in the summary. .The recommendations at times will propose alternative courses of action or merely .identify issues which could arise. -While the bill applies to every local "legislative body," __ including certain advisory bodies such as planning commissions, references ~ will generally be made only to cities and city councils. All code section references are to the Government Cade. Because the bill requires considerable _- it attention to detail to ensure compliance, the Committee recommends that prior to January 1, 1987, each city adopt written internal procedures to provide the council and staff with guidance. • 9' _ - _1_. ~ 40 _ i Recommendations and Discussion J .~~ •~ ~ E 1. New Section 54954.2 a ( ) provides that an agenda shall be posted in a location that is freely accessible to the public. What is meant by "freely accessible"? = Since the statute does not specify.locations where the agenda must b posted, cities should take a common sense approach to what is e reasonable. If a meeting is to be held early in the week, the agenda should not be posted only in a building which is closed on weekends. . Possible alternative locations might include a library, a supermarket, . a newspaper building or a bulletin board located outside of city hall. The agenda should regularly be posted in the same locatio . .locations) rather than rotating locations. The agenda shouldrbe posted in a jocation where the agenda will remain undisturbed. While the statute does not require the city to maintain the agenda after it is posted, it may not be reasonable to post the agenda in a location where the agenda is regularly torn down before the meeting. 2. Should a record be kept of the time and location of posting of the agenda? _ . ~ The Committee recommends that each city adopt, by resolution or .otherwise, a procedure to be followed in posting agendas. The .. Committee recommends that the procedure include one of two alternative methods of keeping a record of posting. Under the first alternative the clerk would routinely sign a declaration of the time and place where the agenda was posted and keep those in his or her office for -. . public reference. Under the second alternative, each meeting's a end would include a clerk's report on the posting of the agenda, which a would be reflected in the minutes of the meeting. .. 3 . .New S ., . .. ection 5495 . 4.2 a general description of)eachuitem ofabushnessetoabeotransactbrief - discussed at the meeting.: How much detail must be inc]udedeinothis description? _ •; For the purpose ~of clarifying this point, the following letter was .,~: ~:.., placed in the July 3, 1986 Senate Journal at page 6703 at the ti the Senate floor vote on AB 2674: '"The intent of subsection a moe of '. ,Section 54954.2 .[Section 5 of AB 2674] is to require local ubli f . :..:..agencies to post agendas that contain sufficient descriptions ofcthe items of business to be transacted at a meeting of a council supervisors, commission, etc., to enable members of the generalopublic ~~ to determine the general nature or subject matter of each agenda ite so that they may seek further information on items of interest. m _ not the purpose of this bill to require agendas to contain the deIrees I~ of information required to satisfy constitutional due rocess g requirements." p The Committee recommends that the description be reasonabl cal • to adequately inform the public. For example if the item involvesaaed land use decision, the agenda should include a description of the b -3- . ... , _ .. ,.... .:. _ .:. .. • such as referring matters to staff or placing matters on the next agenda. Any risk that such a procedural action would be deemed a prohibited "action" could be minimized by authorizing the presiding officer, in advance, to take such procedural action by edict. Fourth, - the council can make a determination pursuant to Section 54954.2 (b) that the need to take action arose after the agenda was posted (see question 7) or that an emergency situation exists. Upon making such a determination, the council is free to take any appropriate action. . 7. New Section 54954.2 (b) (2) provides that the council may take action on an item not appearing on the agenda upon a "determination" by a two-thirds .vote (or a unanimous vote if less than two-thirds of the council are present) that "the need to take action arose" after the agenda was posted. What does the phrase "the need to take action . arose" mean? Clearly if the need for action on an item was.known by the council or staff prior to posting the agenda but was not included for reasons of scheduling convenience or oversight, the need to take action did not . arise after the agenda was posted. A more difficult question is presented where, for example, a developer faces a conditional use permit approval deadline but does not seek council approval until after the agenda for a meeting is posted. In this situation, it could be argued that the "need" for action did not arise until after the agenda was posted because it was not until this time that the matter was presented to the council-for action. On the other hand, it could be argued that the underlying need to act before th-e deadline existed prior to posting the agenda regardless of whether the developer had requested council action at that time. The Committee recommends that cities adopt the latter view, as that approach is more in harmony with the Act's apparent intent of ensuring prior public notice of matters to be considered at a meeting.- If this latter approach is adopted, . .existing ordinances which include time deadlines should be reviewed to eliminate the hardship placed on parties who seek council action within the deadline but whose requests were filed after the agenda was posted. Ordinances should be revised so that the filing of an -- .application or request tolls any applicable deadline for a specified - period of time to enable the council to act. ,_ . .- .. - ..'. _ .To protect subdividers who request subdivision map extensi-ons after - the agenda is posted, Government Code Sections 66452.6 (e) and 66463.5 (c) (the Subdivision Map Act) were amended by AB 2740 (Cortese) Ch. .,_., 787 of the 1986 statutes, to extend a tentative map for the time ,., , required to process a developer's. application to extend a tentative subdivision. map or tentative parcel map.:. - - . ;,;~ . . 8. New Section 54954.2 (b) (1') and (2) provides that action may be taken - on items not appearing on the posted agenda upon a "determination" that the item arose after the time of posting or that an emergency . situation exists. To what extent must facts be presented to support "- these determinations? The "determination" requirement does not mean that formal findings must be made, although a separate vote should be taken in making the determination. Nevertheless, the Committee recommends that the . - minutes reflect what the need for action was and why the need arose -5- - w New Section 54960.1 creates a cause of action to judicially declare ~ ` void only those council actions taken in violation of Sections 54953, 54954.2 or 54956.. Thus actions taken in violation of the open meeting requirements, such as during seriatim meetings, can be set aside by a - court. Similarly, actions improperly taken on items which should have been, but were not, described in an agenda posted at the prescribed time may also be set aside. However, violations of Brown Act _ provisions other than those contained in the aforementioned sections, _ e.g. where the council prohibits a member of the public from tape recording a meeting (Section 54953.5), do not render the underlying council actions subject to invalidation. Of course, these latter violations may still be enjoined (Section 54960) or subject council members to criminal liability (Section 54959). 12. New Section 54960.1 authorizes any interested person to bring an • action "for the purpose of obtaining a judicial determination" that an action taken in violation of the Brawn Act "as null and void.n floes . this provision make such a council action void ab initio? • This provision does not clearly specify whether an action taken by the ~ council in violation of the Brown Act is void ab initio or whether it is voidable upon a finding by the court that a violation occurred. This distinction may be quite significant in certain situations. For example, suppose a city council approves a general plan amendment in violation of the Brown Act, but the action is not directly challenged within the period prescribed by Section 54960.1. -The council then . approves a development project on the property subject to the general plan amendment. An opponent of the project then challenges the • development project approval on the grounds that it is inconsistent •with the general plan prior to the amendment, and that the amendment is void because it was adopted in violation of the Brown Act. If the .amendment is deemed to be void ab initio, the development project is inconsistent with the general plan and cannot proceed. However, if - the amendment could only be set aside if a lawsuit had been filed within the prescribed period (which has now expired), the amendment is valid and the development project is consistent with the general plan. _ Based on the language of the statute and the legislative history, the - .~ ". Committee believes that an improper council action is not void ab ~ - `I • initio. Section 54960.1 (a) authorizes bringing an action to obtain a -_ ~"judicial determination" that an improper action is void. The use of the word "determination" implies that the action is not void until the ~ :time of the determination. Further, Section 54960.1 b ( ) provides that ~•~an improper council action "shall not be determined to be null and .~ -..:-void" if certain conditions exist.. Significantly, this section does i . ~ not say "an action shall be void unless certain conditions exist. The legislative history of AB 2674 also supports the position that an .improper action is not void ab initio, When introduced on January 15, _ 1986, Section 54960.1 (a) stated, "Any action taken by a legislative - body of a local agency in violation of Section 54953 or 54954.2 is null and void." On March 3, 1986, the bill was amended, at the League's request, to delete the foregoing provision. Note that Section 54960.1 (a) authorizes an action by mandamus or _ injunction. The Committee believes that the most appropriate means to .. - 7 = • Y ~ ' ~ different action. The Committee therefore suggests it be termed Y '. - a "consideration." In considering the underlying matter, should the council set aside the original action prior to taking corrective action? As '..discussed in question 9 supra, the Committee believes that an -. action taken in violation of the Brown Act is not void ab initio, so such an action remains in effect at the time curative action .~~ :is being considered. However, the Committee recommends that the council should not declare the original action to be void, because then any action taken, e.g. the imposition of a fee, .would not be effective until the corrective action was taken. At the same time, the council should not just ignore the fact that the original action was taken, .because this could create - confusion if the corrective action differed in substance from the - original action. Thus the Gommittee recommends that the corrective ordinance or reso]ution state that the original action ~~ is superseded or rescinded as of the effective date of the corrective action. To establish a record the corrective ordinance or resolution should also describe the original action _ and why the corrective action is being taken. The foregoing procedure may also help cities in demonstrating compliance with the Permit Streamlining Act (PSA) which, among other things, requires a city to approve or disapprove a development project within one year of accepting the application. Has a city complied with the PSA if an allegedly improper approval or disapproval occurs before the one year deadline and the corrective action occurs after the deadline? The Committee believes that the city has complied with the PSA in this situation, because it took an action, albeit defective, which was not void ab initio and which was taken prior to the deadline. In considering the underlying matter, should the council build a new record from scratch, or can it rely on the record developed when taking the allegedly improper action? Certainly the council must permit new public testimony on the underlying matter. At -the same time, the Committee believes that the council can incorporate the record of the prior meeting in support of any -- findings, provided that no member of the public shows that he or she has suffered prejudice (e.g. by not being present at the ~ - earlier meeting and not being able to review the testimony offered at the earlier meeting.) In allowing additional testimony at the subsequent meeting, the council probably can limit members of the public from repeating testimony given at the previous meeting. However, it would be more prudent simply to state that all previous testimony will be considered part of the record and that such testimony need not be repeated. 14. New Section 54960.1 (c) provides that an action taken "in connection with the collection of any tax" shall not be determined to be null and void. How broad is the phrase "in connection with the collection of any tax?" - -9- ~ ~ ~ `~ !~ ~11 U..uL+e i'~v m.J Gv ~~y Z~ U ~~~ ~ ~ ~~ ~~~ ,~ ~~~,~ ~ d~ ~:~ • CITY DF SARATOGA HERITAGE PRESERVATION GOMMISSIDN AGENDA DATE- Wednesday, DeceMber i0, 19$6 - 3-00 p.M. PLACE= Saratoga CoMMUnity Library Meeting Roots 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGANISATION A. Roll Call B. Approval of Minutes of 11119/86 II. OLD BUSINESS A. darner-Hutton House III. NEB BUSYNESS • A. Bed and Breakfast Ordinance IU. ADJOURNMENT 1 • ~~~~~Q~ • f~ -. ,~ ,,, ,~ ~~ .,; ,. r~ ~~ • CITY OF SAP,ATOGA HERITAGE PRESERVATION COMMISSION MINUTES DATE: Wednesday, November 19, 1986 - 3:00 P.M. PLACE: Saratoga Community Library Meeting Room, t3560 Saratoga Avenue TYPE: Regular Meeting I. ROUTINE ORGANIZATION A. Roll Call Present: Landsness, Ansnes, Koepernik, Heid, Tyrrell, Voester, '~ Cameron Absent: None Staff: Young B. Approval of minutes of 11/5%86 M/S VOESTER/TYRRELL to approve minutes of 1115/86 meeting as submitted. Passed unanimously. • II. OLD BUSINESS A. Warner Hutton House The Commission generally discussed the upcoming council hearing that evening. M/S TYRRELL/KOEPERNIK that the Commission endorse the recommendations of the staff report. Motion passed unanimously. The Commission decided to prepare a written statement that Chair .Landsness would read. B. Heritage Resource Inventory There was a brief discussion on how to proceed with this project. The Commission decided to discuss this item further at the January 7, 1987 meeting. III. NEW BUSINESS V. Young asked the Commission for input on the location portion of the firebell agreement between theCity and the Saratoga Firemen's Association.. ~~ r 1 LJ HERITAGE PRESERVATION MINUTES - 11/t9/86 PAGE 2 IU. ADJOURNMENT The meeting was adJourned at 4:45 p.m. The next regular meeting will be held on Wednesday, December 10, 1986 at 3:00 p.m. Respectfully Submitted, Valerie Young Secretary r s 2 • ~Q~ ~ ~~~~~~~ ~~~~ O~ C°J ~ ~ ~ ~O~ ~~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 • (408) 867-3438 MEMORANDUM TO: Heritage Preservation Commission DATE: November 25, 1986 FROM: Valerie Young, Secretary to Commission SUBJECT: Bed and breakfast ordinance --------------------------------------------------------------------------------- Attached is the staff report for the Planning Commission hearing on the Code amendment regarding bed and breakfast establishments. The hearing will be held on December 10, 1986, the same day as the Heritage Commission meeting. Staff recommends the Commission review the report and forward its recommendation to the Planning Commission; Staff will present the Heritage Commission's comments verbally to the Planning Commission that evening. i• ~~a~ REPORT TO PLAN~d I NG COMM IS.S zON '°~ r U ' ,,~ ~ AZO-86-003 Proposed amendment to City Code C~ "' t7' • ~ - regarding bed and breakfast -" establishments. ~,~ atr~~aun „(~~~ • i .".. _ - -- -- - - - . --- ~ r - ' ,` i ~• ~~ 1 ~ .~ ~~~ ~ a ' ~~ _ 1 ~ ~ 4,0 0 I ~ ~ % ~ ~~ \ ' 1 ~ ~ Y ~~ ~I ~ - ~O N -_ ~ ~ , ~ ~ ,: R ;, ~ -~--~.. i y~ / , . I i i C . ~ `~ - ` ~ ~ ,~ i %~ J ~ J ` • ~ ~ . * - fi" ~~ Fi-M 3.000 • I + ,, ~ ' - ~-- ~' , ~ ~ ~ - v .. - ~ :~ ~ ., : ~ ~ A ;i ,~ t~ ~ ' ~K$ SCHOOL ~ R-1- RM 4 0 ~ 1 M .r " 10,000 ,, 0 ~. .: . ~ ~ r 0 ~ ~ r~ - ~ .~ ` v _ ~~ ~ ' 1 I ~ ~ _ R-t-2 00 V~ u~~~ ~0 V~~DA~.- Y .._ _ I MFMQRANDl1M DATE: 12/10/86 T0: Planning Commission FROM: Planning Department SUBJECT: AZO-86-003 -AMENDMENT TO CERTAIN SECTIONS OF THE CITY CODE REGARDING BED AND BREAKFAST ESTABLISHMENTS. BACKGROUND The Planning Commission and Heritage Preservation Commission held a joint study session on September 16, 19$6 to discuss an amendment to the City's bed and breakfast regulations. The proposed changes were outlined in the September 12 Heritage Commission memo to the Planning Commission (attached). The two Commissions reached consensus on the proposed changes and directed staff to prepare an ordinance amending the City Code regarding bed and breakfast establishments. Attached is the draft ordinance and memo prepared by the City Attorney. ISSUES If approved, the proposed amendment would permit bed ..and breakfast establishments in the R-1 zoning district adjacent to the Village. Because a conditional use permit would be required, any adverse impacts could be mitigated through the review process and conditions of approval. As the City Attorney's memo points out, bed and breakfast establishments are already allowed as conditional uses in the P-A and C (commercial) coning districts. They are also permitted in the R-M district under the definition of "hotel". The City Attorney advises that the operational and location restrictions proposed for the use in the R-1 district need not be imposed for the R-M, P-A and C districts because the use is already controlled by to conditional use permit process. RECOMMENDATION 1. Approve Negative Declaration. 2. Recommend to the City Council approval of the proposed Code amendment. ATTACHMENTS 1. Negative Declaration. 2. Memo from City Attorney. 3. Draft ordinance for proposed amendment. 4. Memo from Heritage Commission to Planning Commission, dated 9/12/86.. U ~.;.; • . EIA-4 ~ File No: AZ__O-_86-003 Saratoga DECLARATION THAT ENVIRONMENTAL IMPACT REPORT NOT REQUIRED (Negative Declaration)~~ '~ Environmental Quality Act of 1970 The undersigned, Director of Planning and Environmental Control of the CITY OF SARATOGA, a Municipal Corporation, after study and evaluation, has determined, .and does hereby determine, pursuant to the applicable provisions of the Environmental Quality Act of 1970, Sections .15063~~through 15065 'and Section 15070 of the California Administrative Code`,'; and.Resolu-. ' tion 653- of the 'City of Saratoga, that the following'described•'project will ~~ have no ~significarit effect' (no substantial•.adverse•~impact) `on .~the~~~environment ~I within the terms and meaning of said Act. PROJECT DESCRIPTION Amendment to City Code to allow bed and breakfast establishments in the R-1 district within 500 feet of the Village. NAME AND ADDRESS OF APPLICANT City of Saratoga 13777 Fruitvale Avenue • Saratoga, CA 95070 REASON FOR NEGATIVE DECLARATION No adverse environmental impacts associated with text amendment. All bed and breakfast establishments permitted under ame~idment will be required to obtain conditional use permit and undergo individual environmental review. Adverse impacts associated with individual applications will be addressed through use permit process. Executed at Saratoga, California this 10th day of ~~December ~ 19 86 Yuchuek Hsia. Plaruzing Director DI}mC'I~OR' S ALT!'f~RIZED STAFF I~ER H • PAUL B. SMITH ERIC L. FA RASYN LEO NARG ,;. SIEGAL HAROLD S. TOPPEL GREGORY A. MANCH UK STEVEN G. BAIRD ATKINSON FAAASYN ATTORNEYS AT LAW 660 WEST DANA STREET P.O. BOX 279 MOUNTAIN VIEW, CALIFORNIA 94042 (415) 967-6941 NEMORANDIIII'i TO: Saratoga Planning Commission FROM: Harold S. Toppel, Saratoga City Attorney J. M. ATKINSO N, (1892-1982) L. M, FA RASY N, (1915-1979) RE: Amendment to Zoning Ordinance Adding Bed and Breakfast Establishments as F. Conditional Use in the R-1 Zoning District DATE: November 18, 1986 Submitted herewith is a proposed ordinance concerning bed and breakfast establishments in the R-1 Zoning District. The ordinance basically incorporates the various suggestions made by the Heritage Commission to the Planning Commission in the memorandum dated September 12, 1986, as reviewed and modified by the Planning Commission during a subsequent study session. Section 1 of the proposed ordinance amends the definition of "hotel" as set forth in Article 5-20 of the City Code (imposing a transient occupancy tax) to specifically include a reference to bed and breakfast establishments. The amendment is for clarification purposes only since it is my opinion that bed and breakfast establishments are already covered under the existing language of Subsection 5-20.020(a) as being a structure "occupied or intended or designed for occupancy by transients for dwelling, lodging or sleeping purposes." A bed and breakfast establishment could fall within the meaning of the terms "inn," "tourist home or house," "lodging house," or "rooming house," all of which are contained within the existing ordinance. _ -~ Section 2 of the proposed ordinance amends Section 15-12.030 to include bed and breakfast establishments as a conditional use in the R-1 Zoning District. The list of conditions and requirements basically follows the list submitted by the Heritage Commission, with the following deletions or modifications: (a) The Commission suggested that a new use permit be required upon any change of ownership. The California courts have ruled that use permits must run with the land and such requirement would therefore be illegal. (b) I have not specifically stated tha the bed and breakfast is not conditions of approval since thi Section 15-55.110 of the Zoning permits. t the use permit could be revoked if operated in accordance with the s language is already contained in Ordinance and applies to all use -1- (c) I have not included the suggestion by the Heritage Commission that • occupancy be limited to not more than two weeks. First of all, this restriction would be difficult if not impossible to enforce. Secondly. the restriction would have no effect upon the intensity of use since all rented rooms within the establishment could be fully occupied at all times through a regular rotation of guests. The intensity of use is more effectively regulated through control on the number of rooms which can be rented within the establishment. By definition (Section 15-06.100) a bed and breakfast establishment is for transient occupancy only. Such occupancy is defined (Section 5-25.020) as not exceeding 30 consecutive calendar days. If the purpose of the suggested restriction was to prohibit the rental of rooms on a long term or permanent basis, our existing ordinances should be sufficient to accomplish this objective. (d) .'The Heritage Commission suggested that the ordinance include a restriction against any structural changes to the exterior of the building. Since abed and breakfast establishment within an R-1 Zoning District must necessarily be a designated heritage resource, this restriction would already, be in force under Chapter 13 of the City Code (Heritage Preservation), Section 13-20.010, which requires a permit to be issued in order to change any exterior architectural feature. (e) Any proposed bed and breakfast establishment must comply with all applicable building and fire codes and will also be subject to payment • of a transient occupancy tax. Consequently, there is no need to specifically mention these subjects, as suggested by the Heritage Commission. It should be emphasized that the proposed ordinance applies only to a bed and breakfast establishment within an R-1 Zoning District. The numerous restrictions contained in the ordinance are intended to mitigate the impact of this particular use being conducted within a single family neighborhood. On the other hand, bed and breakfast establishments are already allowed as conditional uses in the multi-family (R-M), professional and administrative office (P-A) and commercial (C) zoning districts. With respect to these districts, the normal requirements for issuance of a use permit would apply but no additional regulations have been imposed. Finally, Section 3 of the proposed ordinance amends the parking requirements for bed and breakfast establishments as suggested by the Heritage Commission and approved by the Planning Commis ' n. arold S, pel ;' Saratoga City Attorney \J -2- ,. ,.,~.:....,...,r_ N • ORDINANCE. NO. 71. AN ORDINANCE OF THE CITY OF SARATOGA AMENDING SUBSECTION 5=20.020(x) TO INCLUDE BED AND: ~ ., - BREAKFAST ESTABLLSHMENTS IN THE DEFINITION •OF ' "HOTEL;" AMENDING SECTION- 15-12.030 TO INCLIIDE BED AND BREAKFAST ESTABLISHMENTS AS A CONDITIONAL IISE IN R-1 ZONING DLSTRICTS ADJACENT TO THE VILLAGE; AND AMENDING SUBSECTION •: 15-35.030(e) PERTAINING TO REQUIRED PARKING FACILITIES FOR BED AND BREAKFAST ESTABLLSHMENTS ~; .. The City Council of the City of Saratoga hereby ordains as follows: '~ SECTION 1: Subsection 5-20.020(x) in Article 5-20 is amended to read as ~'~ follows: "(a) Hotel means any structure, or any portion of any structure,which is occupied or intended or designed for occupancy by transients for dwelling, lodging or sleeping purposes,.and includes any hotel, inn, tourist home or house, motel, studio hotel, bachelor hotel, bed and breakfast establishment, lodging house, rooming house, apartment house,• dormitory, public or private club, mobile home or house • trailer at a f;xed location, or other similar structure or portion thereof." SECTION 2: Anew Paragraph (n) is added to Section 15-12.030 in Article 15-12, . to read as follows: "(n) .Bed and breakfast establishments, where all of the following conditions and requirements are satisfied: i~ • (1) The bed and breakfast site must be located not more ~ than five hundred feet from a boundar lin f t Villa e. e o he :;. .. Y g .. (2) The structure in which the bed and breakfast establishm'ent' is ''• '': ; ~' , operated must be an historic landmark, designated as such by the, ' - ~ ~.:= City pursuant to Chapter 13 of this- Code. ~~ (3) Not more than eight bedrooms may be rented within the bed and ' ~ ~ ~ I' breakfast establishment and each rented bedroom shall be not less ,,: , .., `. than one hundred square feet in size. (4) All bedroom rentals shall be for transient occupant onl ., as Y Y defined in Subsection 5-25.020(f) of Article 5-25 m Chapter , 5 of_ : ".~ ~ ~. this Code. ~, - (5) No meal other than breakfast shall be served to the persons renting ~ ~~ ;; :~ any rooms within the bed and breakfast establishment. - • -1- - • , I • (6) No cooking shall be allowed in any guest rooms. (7) The bed and breakfast establishment shall be owner occupied or ~ owner operated with a resident manager. (8} No signs or exterior. lighting shall be installed except as expressly - ~ - authorized by the use permit. ~"u (9) No ancillary uses, including, but not limited to, receptions, parties or weddings, shall be allowed in conjunction with the bed and breakfast use. The foregoing conditions and requirements are not intended to be exclusive and the Planning Commission may impose any other conditions it deems necessary or appropriate for the granting of a use permit pursuant to Article 15-55 of this Chapter." ~ SECTION 3: Paragraph (e) of Section 15-35.030 in Article 15-35 is amended to read as follows: "(e) Bed and breakfast establishments One space for each bedroom to be rented, and one space • for the owner or resident manager." • S ECTION 4: If any section, subsection, sentence, clause or phrase of this , Ordinance is for any reason held by a court of competent jurisdiction to be invalid or unconstitutional, such decision shall not affect the validity of the remaining portions of this Ordinance. The City Council of the City of Saratoga hereby declares that it would have passed this Ordinance and each section, subsection, sentence, clause and _ phrase thereof, irrespective of the fact that one or more sections, subsections, sentences, clauses or phrases may be held invalid or unconstitutional... SECTION 5: This Ordinance shall be in full force and effect thirty days after its = ~,.- . . passage and adoption. ~ss~~s~ _ The above and foregoing Ordinance was regularly introduced and after the waiting time required by law, was thereafter passed and adopted at a regular , - '°; ~I meeting of the City .Council held on the day of . 1986, by the ~ • - following vote: • j AYES: NOES: ' . ~,: ABSENT: ; . • ABSTAIN: ~- MAYOR ATTEST: CITY CLERK -2- r _. `.•~;, MEMORANDUM • T0: Planning Commission FROM: Heritage Preservation Commission SUBJECT: September 16, 1986 meeting discussion items DATE: September 1~, 19$6 _ I. Bed & Breakfast Regulations The Commission believes that bed & breakfast regulations can provide an avenue for use and rehabilitation of the City's designeted landmark structures. If such structures are permitted to be used as b&b inns, in accordance with specific locational and operational criteria, more property owners may reel; landmar•I; designation. The attached articles from the California Planner riagazine discuss factors that affect the regulation of ' bed & breakfast inns and community concerns in establishing bed 8 breakfast regulations. Hfter reviewing these articles and b&b regulations from other cities, the Commission recommends that the following items be considered' for inclusion in b&b r•eguldtions for the City of Saratoga: a) The property shall be a Designated Heritage Resource. There are • currently B designated resources; the Commission believes more property owners would request heritage designation if b&b regulations were adopted. b) A use permit shall be required. A new use permit should be required if the property changed owners. '(he permit could be revoked if the b&b is not operating according to code and conditions. c) The ti&b shall be located in proximity (300'-500') to a commercial district or on a major thoroughfare. d> Off-street parking shall be provided at a ratio of one space per bedroom plus one space for the resident manager. e) No more than 8 rooms may be rented. f) There is a ma:iimum length of stay of ~ weeks. g) No structural changes permitted to the outside of the structure. h) Size and type of signs shall be limited. i) Room size sh,~ll be a minimuri of 100 sq. ft. j) No cooking permitted in rooms. s., r ~ _ E:) The b8b operat. ~ shall be subject to all City',~:lding, fire, and licensing regulations. 1) The b8b operation shall be subject to a bed or room tax. m) The b8b shall be owner-occupied or operated, or there shall be a resident manager. n) Only one meal (break:fast) shall be served. o) There should be restrictions on ancillary uses such as receptions and parties. 2. Addition of Heritage Preservation Regulations to Zoning Code. Information regarding this item will be distributed at the meeting. 1, _.. CALIFORNIA OFFICE OF HIS1"ORI~ PRLSERYAI"IOn h E W S L E T T E R VOL. I, NO. 1 OCTOBER 1986 RURAL ECONOMIC CONFERENCE PLANNED FOR CHICO BY DON NAPOLI The Chico Heritage Association and ~~ ~~' ~ ~ the Office of Historic Preservation ~T ~.< ~° - - ~ ~ ~' (OHP) are completing preparations ~ ' ~~ ~~ for "Old Buildings and New Pros- rence on nf id t t it " ~ t , ~~ - f ~ '" e co e a s a ew per y, `historic preservation and economic ~ ,, ~.~ -n ~ ~ revitalization in rural California. The _ ~ ~ ~~ . ~ to be held in Chico on conference ~!w-: _ ~ , October 15-17, will focus on how ~~ ~` "" ~~~ } ,preservation programs are helping to create a renewed prosperity in areas - -~a ~ r=: ,that have suffered economic reverses .. ~.,,. ~ ' - ~~ in recent years. ~ _ .r `-- ' ' • .. _ ._ .. In sponsoring the conference, OHP ~ - is seeking to deliver its message to business and government leaders who - `~+;~ ~ J `~ may not completely understand the role that preservation can play in their _ µ„ .,. ,__ _ ; - communities: The emphasis will be on - ~ "` -~ - ,_ ~..~-.. 'w workable solutions to real problems. ~`-~. ~ ~ ~` ~~~~ Sessions will furnish information on: The Bidwell Mansion (above) draws over 33,000 visitors to Chico each year. financial packaging, tax incentives, the historic building code, the "Main social and economic conditions in the ture for OHP in two important ways. Street" approach to downtown revital- state, will outline the problems and It is the first activity initiated by the ization, attracting tourists, and new prospects of rural California. office that ties directly into a larger state legislation. The Chico Heritage Association, statewide program - in this case, the In addition to those who will give which is handling local arrangements rural renaissance -and it is the first practical advice based on personal under a grant from OHP, is making conference sponsored by OHP that is experience, several speakers will put sure that the conference will not be all aimed primarily at people who are not the issues of rural California in a work and no play. An informal kick- already committed to preservation. broader context. Senator Jim Nielsen of f dinner will be held on the evening For more information about the con- will provide an update on the "rural of October 15, and a reception is ference, which is being co-sponsored renaissance" bills. Kirk West, Pres- scheduled the next day at the newly by the California Department of 'ident of the California Chamber of refurbished Silberstein-Park Building Commerce, the California Downtown Commerce, will look at rural preser- in downtown Chico. Tours of the Association, and the Downtown Chico vation from a business perspective. city's~historic neighborhoods will also Business Association, please call the And Sacramento Bee columnist Dan be provided. Office of Historic Preservation at Walters, author of a new book on The conference represents a depar- (916) 445-8006. FROM THE SHPO: Office Takes New Direction In late 1985, Governor Deukmejian re- quested all state agencies to find ways to help rural California counties im- prove their economic conditions. In line with this request, OHP has been making an effort to educate and assist officials of these rural areas in the preservation programs available through our office. Since historic preservation has proved an effective method for economic enhancement elsewhere in California and through- outthe nation, we decided to begin to work more directly with local govern- ments, private groups and individuals in the rural counties. re ~ ~ .E ' :{~ ~~ `~ ~~~ . ,x ..a ~~ r «,, ~. , which become strong tourist attrac- tions, provides assistance for identi- - k HABS team, from left:~Trinka Bourne, Karen Cormier, and John McMurtry. Eying historic properties and awards HABS TEAM RECORDS THE STANFORD HOUSE grants for rehabilitating them. We work with the federal government in For the first time in five years, a Dorothy Regnery, a noted California certifying rehabilitation projects, so team from the Historic American preservationist. that federal tax credits are provided to Building Survey (HABS) is working in The construction of the Stanford owners of historic buildings. Yet only a California. The team members are House has a complex history. Origin- small percentage of the projects we documenting the Leland Stanford ally designed in 1857 by Seth Babson handle are located in the rural counties. House in Sacramento through mea- as a two-story Georgian block for local My staff believes that our office sured drawings, large-format photo- entrepreneur Samual Fogus, Leland should be doing more to stimulate graphs and historical research. This Stanford acquired the property interest in its effective historic preser- building, soon to be restored by the in 1861. Ten years later the Stanfords vation programs. It should provide California Department of Parks and undertook a major renovation. The speakers to discuss these issues with Recreation (DPR), was ideally suited original building was raised one story, local groups. It should provide tech- for recordation. Kathryn Gualtieri, the extensively enlarged, and crowned nical advice on current preservation State Historic Preservation Officer, with a fourth floor mansard roof. projects. It should help to. identify negotiated an agreement among the Twentieth century alterations have future projects, especially those re- National Park Service (NPS), the further complicated the original de- lated to potential historic commercial Director of DPR and the Stanford sign. districts, State Park Bond Act grants Historical Society to fund the project. The Historic American Building and tax certification work. Historic Early this June the three-member begun in 1933 as a means of Survey preservation would then grow in l f a - team arrived in Sacramento. Karen is-~-fifth= ew- eam`1-~azl~e~ , --~IQ}cing_ architects._ thrown. out_of_ . is i orm . impor ante m rura a growth would do much to enhance y ; architecture student at Temple Uni- Fork because of the Depression, has local economies. versity in Philadelphia. This is her recorded more than 20,000 buildings over the past half-century. NPS ad- I am very excited by the prospect of third year with HABS, previously ' ministers the program in cooperation putting historic preservation to work s first having documented the nation with the American Institute of Archi- in new areas of California which our textile mills in Lowell, Massachusetts, which provides professional tects officehas never reached. To that end, and two Spanish missions in San , and the Library of Congress advice I have spoken during this past year to Antonio, Texas. Jonathan McMurtry, a , , which serves as the repository for interested groups in Yreka, Eureka, fourth-year architecture student at Cal survey records. Arcata, Redding and Chico, and have Poly State University, San Luis Obispo, instructed my staff to put their efforts has been involved in the restoration of An August 25th reception held at the toward expanding our office's pro- two historically significant buildings Governor's Mansion honored the grams into rural California. OHP's in the San Jose area -the Welch- HABS team's enthusiasm and talent, first rural preservation conference, Hurst House in Saratoga, and the and celebrated the completion of the entitled "Old Buildings and New RengstorffHouseinSunnyvale.Trinka Stanford House recordation. The Prosperity," will be held in Chico Bourne, who recently received a team's work has been impressive and October 15-17, 1986. We think it will Bachelor of Architecture degree with OHP hopes that this HABS recordation be an important step in getting the honors from North Dakota State Uni- will be the first of many agreements preservation message out to new versity, plans to obtain the five-year between NPS and DPR in recording listeners. W e urge you to attend. See architecture degree in the Spring of the significant historic structures in the you there! 1987. Assisting the team as historian is State Park system. PRESERVATION PROGRAMS: New Certification Gives Grant Eligibility Anew federal preservation program administered by OHP significantly expands the crucial role of local governments in the protection of their cultural resources. Cities and counties with official review bodies responsible for identifying and preserving local historic architectural and archeologi- cal resources are eligible for federal status as Certified Local Governments (CLGs). Through a separate federal program, some governments already have Certified Local Ordinances that may meet CLG requirements. CLGs may choose to expand their involvement in such preservation programs as: nominations to the National Register of Historic Places, review of building rehabilitation plans for investment tax credits, and environ- mental review of projects having federal involvement. Qualified staff or consultants could expedite the review of these program components and provide the local perspective in project development. Grants are also available to CLGs. At least ten percent of California's annual federal grant for statewide preservation is distributed on a com- petitive basis to CLGs for local pres- ervation programs. The grant appli- cation deadline is December 1 each year; there is no deadline for certifi- cation applications. For a certification or grant application form, contact Connie Finster at (916) 322-9608. package included a 20~ Investment Tax Credit (ITC) for the rehabilitation of National Register buildings and a 10~ ITC for the rehab of other buildings more than fifty years old. The tax credit is generally limited to sheltering income from real estate, however, a taxpayer may yearly shelter up to $25,000 of any income, active or passive, with the preservation credit. (Note that this is not a $25,000 credit, it is a credit on the tax on $25,000.) Moreover, the credit may be rolled over to the following year each year until the credit is used up. Readers interested in learning the latest status of the preservation tax incentives should contact their Congressman or Senator. Register Workshop Held in Denver In July, OHP staff members at- tended athree-day workshop in Denver on the National Register of Historic Places program sponsored by the National Park Service (NPS). Study topics included: developing historic contexts, historic integrity, boundaries of nominated properties, BOND ACT SUCCEEDS OHP awarded a total of $4 million for the first year grant cycle of the 1984 Bond Act. One of the first grant projects completed under this pro- gram was the La Casa Primera De Rancho San Jose in the City of Pomona, Los Angeles County. Two years ago, this adobe, one of the first structures built in the Pomona Valley, was deteriorating at an alarm- Pomona City Parks and Recreation, RehabCredits Retained in Tax Reform ing rate. Doug Bridges, Director, -Since the 1976 Tax Reform Act, tax turned to the State of California for incentives have become very impor- assistance. The city received a $95,000 tant to preservation. A year ago, historic preservation grant from OHP. however, preservation tax credits Pomona's supportive City Council seemed completely lost among pro- provided an additional $31,300 from posed tax reforms. The efforts of Park Dwelling Tax Monies and the numerous individuals and preservation restoration process began. organizations revealed enlightening The city selected an experienced exceptional significance and rural pro- ', perties. Another session, on the new National Register form, was quite brief. Two National Register Bulletins received particular attention in Denver. Bulletin Number 14 provides guide- lines for counting contributing and non-contributing resources in nomi- nations. Washington staff of NPS indicated that after October 1, 1986, any nomination would be automati- cally rejected if it did not properly categorize and count contributing and non-contributing elements. Bulletin Number 19 provides some insights into Washington's reasons for rejecting deficient nominations. Appli- cants are reminded to: establish a period -of significance to which the property retains integrity; document and assess the impact of major alter- ations and additions; and justify each criterion and corresponding area of significance indicated in the nomi- nation. Copies of both of these bulletins may be obtained from OHP. For more information, contact Maryln Lortie at (916) 322-9601. IN POMONA preservation architect, Milford Wayne Donaldson, to plan the rehabilitation of the 1837 La Casa Primera, first home of the Don Ygnacio Palomares family. An initial survey of the adobe found exterior walls fractured and old flooring in need of replacement. Dry rot, termite infestation and interior dampness demonstrated the need for an immediate remedy to the problem. Working together, the architect, contractor, city staff, OHP and Pomona Valley Historical Society saw preservation of this historical residence through to completion. Mariachi music, refreshments and guided tours culminated the rededication of La Casa Primera by Father Flanagan of St. Joseph's Catholic Church on Satur- day, May 17, 1986. statistics on the broad beneficial signif- r d; ~ ~~,' ia. ~- , , ,~ ~s - ~ icance of this tax program. Numerous ,~ ~; ~ ~~ ~ ""~" "- ~ downtownareas have been revitalized, tr a ,' ~ ;,~~;,` -"` .. , ~ ~ , ~_ ~~ rivateinvest reservedthou h been P g P ,f ;'~,~- ~ c~ ;_ _.~ .w~.,,ir1 -___-. .. ~~, . - ~~ ments, and in addition local and state ~` ~ tax revenues have increased and '~ '~; ~ ~>~,... ~ ~` `~'~" ~ millions of dollars have gone into ~ _ ~ t ~ ,~ ~, - ( newly created jobs. Preservation tax ~ ' ` ~ '~ " ,. '~ ' credits survived. ~ ' ~' {' ~~~ _ `~ f ', ;~ ~~` ~ '"r x, " In August, the House/Senate Con- - ~ , ' ference Committee agreed upon a <t' ~ :. "' . ~- ~ ~ .. 4" .'' -• new tax package proposal. The Front facade of La Casa Primera before restoration, mid-1985. i COMMISSION UPDATE At the August 1st meeting of the State Historical Resources Commis- sion, State Historic Preservation Offi- cerKathryn Gualtieri administered the Oath of Office to Patricia Cologne and Milford Wayne Donaldson, AIA, new commissioners. The commission adopt- ed "Resolutions of Commendation" for outgoing commissioners James M. Cahill and Bruce D. Judd, AIA. The third public hearing on the proposed new program, the California Register of Historic Resources, was held with public comment ranging widely on the subject. Some recom- mended the Register be a consolida- tion oftwo ormore ofthe State's three suggested that the statewide inven- tories be designated as the California Register. Members of the public are invited to submit written comment if they are not able to attend one of the public heazings. After the meeting, there was a plaque dedication ceremony for the Leland Stanford House. Commission- ers and local dignitaries listened to a poignant and informative talk on the history of the Stanford House by Dorothy Regnery of the Stanford Alumni Association. After the cere- monies, the Sisters of Social Service, current occupants of the Stanford Home, provided refreshments for all attending. In the three months since the last commission meeting, the following properties have been listed on the National Register of Historic Places: Market Street Theatre and Loft Dis- trict, San Francisco County, 4/10/86 Five Mile Drive - Sutter Creek Bridge, Amador County, 4/11/86 Balboa Inn, Newport Beach, Orange County, 4/11/86 Sutherland Fruit Company, Riverside, Riverside County, 4/11/86 Bryan Court (Bungalow Courts of Pasadena TR), Pasadena, Los An- geles County, 4/16/86 New State Landmarks: Identification of Rainbow Trout Spe- cies, Oakland, Alameda County Home Site of Sarah Wallis, Palo Alto, Santa Clara County CALENDAR September 12-13, 1986 -Preserving Historic Districts, a training program on historic preservation ordinances in California, Pasadena. September 26-27, 1986 -Preserving Historic Districts, a training program on historic preservation ordinances in Cali- fornia, Santa Clara. October 15-17, 1986 -Old Buildings and New Prosperity, a conference on historic preservation and economic revitalization in rural California; sessions on tax credits, financial packaging, historic building code, main street program, tourism, and grants/ loans, Chico. Oetober,1986 - Secretary o f the Interior's Standards Workshop, San Diego. November 7, 1986 -State Historical Resources Commission quarterly meet- ing, Oxnard. June 4-7, 1987 - 11th Annual State Preservation Conference, Coronado. CALIFORNIA ~~ ~ OFFICE '^O~F j~~j IIf'~ t!i!i s~° ~li-ll'~li~ 1~ a I~ ~~~i~~i~~~~~~ a ~ T R P.O. BOX 942896, SACRAMENTO, CA 94296-0001 Mr. Warren B. Heid P.O. Box 14 Saratoga CA 95070 NEWSLETTER NEWS Several yeazs ago, this office s newsletter, entitled Continuity, ceased to exist. We aze pleased to announce that our office's publication is now being resumed with this first issue of the California Office o f Historic Preservation Newsletter. This newsletter is published by the Office of Historic Preservation four times a year. Reprinting of articles is encouraged. If you are not currently receiving this newsletter and would like to be added to our mailing list, please send us your name and address and future issues will be mailed to you free of charge. If you aze now receiving more than one copy of this newsletter, please give one to a friend. Please send any questions or comments -to the California Office of <Historic=Preser= vation, P.O. Box 942896, Sacramento, CA 94296-0001; phone (916) 445-8006 (please note the above address; the Post Office has recently changed our P.O. Box no. and zip code). Editorial Committee Marion Mitchell-Wilson Kathryn Gualtieri Don Napoli Penny Lorain Maryln Lortie Graphics and Layout Penny Lorain Contributers Kathryn Gualtieri Connie Finster Pamela Carlson Gene Itogowa Steade Craigo Maryln Lortie Sandra Elder Don Napoli Special thanks to Doug Bridges, Di- rector, Pomona City Parks and Recreation, for his contributions on the article entitled, "Bond Act Succeeds in Pomona." ,~ ~ ~~.. ~ ..~ ._ ~ ~ a ~- , a f t.L1 .~14?..i sf ~._ .... _-_ 0. • 4 recognition of the economic and social advantages of rehabilitation, there is now a clear incentive for qualified rehabilitation. The ITC is allowable only if a taxpayer elects to use the straight-line method of depreciation with respect to qualified rehabilitation expenditures. If a taxpayer elects to use an accelerated form of depreciation (175 percent declining balance method for all but low-in- come housing, which qualifies for 200 percent declin- ingbalance method), the taxpayer cannot qualify for an otherwise allowable ITC for qualified rehabilitation ex- penditures. Adjustment to Basis Rule Section 205 of the Tax Equity and Fiscal Responsibility Act of 1982 (TEFRA) requires a reduction in basis of assets by taxpayers completing a certified rehabilita- tion of a historic structure. The amount of the reduc- tion is one-half the amount of the 25 percent credit. This adjustment to basis rule became effective for cer- tified rehabilitations ofhistoric buildings placed in ser- vice after December 31, 1982. Thus, taxpayers placing such a building in service (commencing its use in a trade or business or making it available for rental pur- poses) must subtract 12Yz percent of the qualified re- habilitation expenses incurred (i.e., 50 percent of the allowed 25 percent ITC for those expenses) when cal- culating the basis of the building for depreciation de- ductions under the ACRS. These depreciation deduc- tionsmust betaken by the straight-line method, that is, in equal annual increments over the 18-year recovery period (or optional 35- or 40-year periods) for real prop- erty. In the case of a certified rehabilitation costing $100,000, for example, a 25 percent ITC of $25,000 is deducted from taxes owed. The amount that can be depreciated under ACRS is reduced by one-half of the creditor $12,500. Therefore, the taxpayer could deduct $4,861 of rehabilitation costs per year ($87,500 divided over 18 years) from income in computing taxes owed. For certified rehabilitations of historic buildings placed in service before December 31, 1982, the full amount of rehabilitation expenditures is included in basis for purposes of computing depreciation. Thus, in the example above, the 25 percent ITC of $25,000 is deducted from taxes owed, and the taxpayer deducts $5,556 of rehabilitation costs per year (the full $100,000 divided over 18 years) from income in computing taxes owed. In the case of rehabilitation of buildings qualifying for investment credits of 15 or 20 percent, taxpayers must subtract the full amount of the credit taken in computing basis for depreciation deductions and other purposes. Thus, certified historic rehabilitations are favored by the adjustment to basis rules, as well as by the larger credit of 25 percent. Generally, the adjustment to basis rule applies to all certified rehabilitations ofhistoric buildings placed in service after December 31, 1982. However, TEFRA provided three exceptions: 1) If there was a contract to rehabilitate the proper- _'t ` °', " ^ r, _ .,~ ~~ ' . . .. ~. ~:~. - ~. . ;.. E . ~. ~,. if~~.. ,i1.# ' ~~jb k, ~?? 7 ~-@ 71 Ati iBY.B219'~,.m '...~~~~ The Sears House, formerly the Apex Building (1859), is a major tax act project on Pennsylvania Avenue in the nation's capital. Restoration of the Apex and two adjoining structures, one of which housed the studio of portrait photographer Mathew Brady, included exterior masonry, cast-iron trim, original slate roof and decorative spires and, on the interior, original cast-iron fluted columns, barrel-vaulted ceiling and white oak woodwork.(John J. G. Blumenson,National Tiust) ty, entered into after December 31, 1980, and that was, on July 1, 1982, and at all times thereafter, binding on the taxpayer, and the property is placed in service before January 1, 1986; or 2) If the rehabilitation began after December 30, 1980, and before July 1, 1982, and the property is placed in service before January 1, 1986; or 3) If before July 1, 1982, a public offering with respect to the certified rehabilitation was registered with the Securities and Exchange Commission and an application with respect to the property was also filed with the U.S. Department of Housing and Urban Devel- opment (HUD) under Section 8 of the United States Housing Act of 1937, and the property was placed in service before July 1, 1984. General Rules for Using the ITC Who May Take the ITC: Owners and Lessees ~, The ITC may be taken by the owner or owners of an eligible building when expenditures are incurred on a 5 3The Internal Revenue Service is required, under Sec- tion 48(g)(1)(c)(iii) of the Internal Revenue Code, to issue regulations regarding lessees' use of the 25 per- cent ITC. i~ .~4 `7-~, 'i~$ T-_~~~- r - •.} , r. qualified rehabilitation. Alessee that has incurred qualified rehabilitation expenditures is eligible for the ITC if, on the date the rehabilitation is completed, the remaining term of the lease is at~ least 15 years.3 Tax-Exempt Leasing- Amendments in the 1984 Tax Act The 1984 act included tax-exempt leasing provisions, which deny the rehabilitation tax credit in certain situa- tions. The provisions, targeted at financial arrange- ments perceived to be abusive by Congress, deny the rehabilitation tax credit and require the use of straight- line depreciation over the greater of 40 years or 125 percent of lease term. These tax consequences apply when more than 35 percent of a property is leased to a tax-exempt entity and any of the following four circum- stances is present: 1) The property was financed all or in part by In- dustrial Development Bonds and the entity partici- pated in such financing; .~ ;ir. ~`. ~! I! Ii 1 r t ~. ,~y,n fit. ,- ., r :.: • ~ • ~ •'S'tp', . ~ ...~ ~ • ~ ..i. ~S, ~i~ = ,.. - ; _ , . 2) the lease contains a fixed or determinable price purchase or sale option involving the entity; 3) the lease has a term in excess of 20 years; or 4) the lease follows asale/transfer or lease of the property from the entity and the property had been used by the entity prior to the sale/transfer or lease (this excludes property leased within three months after it was first used by the entity). Regardless of these tax consequences; all rehabil- itation expenses may still be counted to satisfy the "substantial rehabilitation" test. The tax-exempt provision is effective retroactive to May 23, 1983. However, it does not apply where either a) the tax-exempt entity leased the property on or be- fore November 1, 1983, or b) the tax-exempt entity leased the property after.November 1, 1983, but, on or before such date, had entered into a written binding contract requiring the entity,to lease the property. Tax Preferences and Recapture The 1981 act also removed tax incentives for historic structures from the category of tax preferences. Under previous law, preservation tax incentives were treated as items of tax preference, thereby subjecting the tax- payer to a minimum tax of 15 percent on these items, often in addition to the taxpayer's regular liability. Be- cause neither the ITC nor the straight-line method of The original bannister and glass footlights highlight the mar- ble staircase leading down from the Sears House lobby. (<<~ 1984 Carol M. Highsmith) ^~a ~~, ~ `t f ;':~, a _~,~ r. The twin turrets, added in 1887 by architect Alfred B. Mullett, made the Apex Building a visual landmark along the Inaugu- ral Parade route. (U 1984 Carol Highsmith) depreciation is classified as an item of tax preference, taxpayers investing in qualified rehabilitations are no longer subject to the minimum tax penalty. Under the recapture rules applicable to early dis- position of real estate prior to passage of the 1981 act, depreciation in excess of that which would have been allowable under the straight-line method (depreciation computed in equal amounts over the recovery period) was subject to recapture-that is, to being taxed as income to the taxpayer in the year of disposal. The availability of an ITC for qualified rehabilita- tions, if taken with straight-line depreciation, elimi- natesthe recapture problem associated with the histor- ic preservation tax incentives under the old law. However, premature disposal of a qualified rehabili- tated building may still result in recapture of a portion of the ITC. Generally, if a qualified rehabilitated building is held by the taxpayer for longer than five years after the rehabilitation is completed and the building is placed in service, there is no recapture of the ITC. If the proper- ty is disposed of during a holding period of less than one year after it is placed in service, 100 percent of the ITC is recaptured. For properties held between one and five years, the ITC recapture amount is reduced by 20 percent per year as follows: Years Held Percentage of Recapture less than 1 year 100 2 years 80 2-3 years 60 3-4 years . 40 4-5 years 20 5 or more years 0 Limitation on Tax Reduction with the Investment Credit The amount of income tax liability (in excess of $25,000) that may be offset by an ITC was reduced by TEFRA from 90 percent to 85 percent. This lower limita- tion, which may increase income taxes payable, be- came effective for taxable years after December 31, 1982. Unused credits for a taxable year may be carried back first to each of the three preceding taxable years and then carried forward to each of the 18 following taxable years. Other Changes to Preservation Tax Incentives and Transition Rules of the 1981 Act Effective January 1, 1982, the new 25 percent ITC for certified historic structures and the 15 and 20 percent credits replaced the following provisions: • 10 percent tax credit for rehabilitating buildings • older than 20 years (Internal Revenue Code Section 315) • 60-month amortization of certified historic reha- bilitation expenditures (Code Section 191) • accelerated depreciation of substantially reha- bilitated certified historic structures (Code Section 167(0)); and • denial of accelerated depreciation for a building constructed or reconstructed on the site of a demol- ished or substantially altered certified historic struc- ture (Code Section 167(n)). Section 2808 of the Internal Revenue Code, requir- ing that demolition costs be capitalised as part of the cost of the land rather than be deducted, was retained. This provision, which expired on December 31, 1983, was extended on a permanent basis by the 1984 tax act and extended to all buildings, regardless of historical value. Generally, the new preservation tax inventives ap- ply to all expenditures incurred after December 31, 1981. A transition rule, however, permits projects on which the physical work began before January 1,1982, to use a combination of the old and new laws. Conse- quently, if expenditures for certified rehabilitation of historic structures were incurred both before and after The National Trust for Historic Preservation's Inner-City Ven- tures Fund supported the rehabilitation of this eight-unit apartment building on Ward Street in Hartford, Conn., for continued low-income rental use. In addition to the private investment encouraged by the federal tax incentives, the project is financed by city grants and bank loans. (Courtesy of Broad Park Development Corporation) ~I 7 • L~ January 1, 1982, the prior expenditures could qualify for the old 10 percent ITC (plus accelerated deprecia- tion) or 60-month amortization. In addition, those proj- ect expenditures incurred on or after January 1, 1982, may continue to qualify under the provisions of the old law until completion, if the rehabilitation would have qualified under that law. Comparative Advantage of Certified Historic Rehabilitations The tax incentives for historic preservation reflect the intent of Congress and the executive branch to encour- age reinvestment in America's historic buildings, com- mercial districts and neighborhoods; the 25 percent ITC for certified historic structures is the most bene- ficial tax treatment available for real estate investment under the Internal Revenue Code. The margin of incen- tive for certified historic structures over other rehabili- tations is substantial because of the additional five percent credit, the requirement of only a half adjust- ment to basis and the availability of the credit for in- come-producing residential projects. Generally, the ITC allowed for rehabilitations is more beneficial in terms of immediate tax savings than any form of accelerated or straight-line depreciation. Further, because only straight-line depreciation may betaken with the ITC for qualified rehabilitation expen- ditures,disposition of aqualified rehabilitated building for which the ITC has been taken does not trigger, with respect to the rehabilitation expenditures, the recap- ture rules related to accelerated depreciation. Because there is no accelerated depreciation, there is no tax preference income subject to the code's minimum tax rules. This Information Sheet combines, revises and up- dates Information Sheet No. 30, "Summary of Preserva- tion Tax Incentives in the Economic Recovery Tax Act of 1981," and its supplement, "Changes in Federal Tax Incentives for Historic Preservation." Those sheets were originally prepared by Aubra Anthony, Jr., former vice president of policy and planning, National Trust for Historic Preservation. The 1984 revisions were pre- pared by the Office of Public Policy, in cooperation with the staff of the Preservation Library, the Office of Re- gional Services and the Preservation Press. The National Trust is the only national private, non- profit organization chartered by Congress with the re- sponsibility forencouragingpublic participation in the preservation of sites, buildings and objects significant in American history and culture. Support for the Trust is provided by membership dues, endowment funds, contributions and matching grants from federal agen- cies, including the U.S. Department of the Interior, National Park Service, under provisions of the National Historic Preservation Act of 1966. For information about membership in the National Trust, write Office of Membership Development, National Trust for Historic Preservation, 1785 MassachusettsAvenue, N.W., Wash- ington, D.C. 20036. Dues start at $15 for individuals. The Trust also offers for $50 a Member Organization Program with benefits designed especially for organi- zations. The opinions expressed in this Information Sheet are not necessarily those of the National Trust or the U.S. Department of the Interior. hleeti ng of the- Sarataga P1 anni ng Garr~mi ssi an with the Heritage Pr-eser+~atian Gammissian September t ~, 1986 Subjects far Di scussi an: t) Pra~~ide relief frarn strict application of site development standards far designated histaric structures. The Heritage Preservation Cornmissian is charged with identifying structures and sites of historical, cultural and architectural importance to Saratoga, and seeking rneans of protecting, preserving and enhancing these heritage resources. The preservation of histaric structures can sarnetimes only be accomplished in a financially feasible manner by rehabilitation, remodeling and~or changing the use of the building. This has been the case • far a number of histaric buildings in the ~~illage area in recent years. However, The Heritage Gammissian has found that, when site development standards including setbacks, side yards, and parking requirements, etc.), are strictly applied, particularly an small lots, the architectural integrity and histaric character of the building are often compromised to such an extent that it can no langer_ be r.ansidered as historically ar architecturally important. The -Fibritage --P_reservatian Gammissian suggests that the Planning Gamrr~i~,sian be provided the ability to approve variances frarn site development standards, where appropriate; when designated histaric structures are involved. In such cases the Heritage Gc~mmis~ian would make recammendati ons to the P1 anni ng Gammissian with regard . ~a _. passiblE variances. ~~ Perrnit Bed and Breakfast uses far designated hictitaric structures upon securing a use permit in defined areas of the city. • CITY OF SARATOGR HERITAGE PRESERURTION COMMISSION AGENDA DATE: Wednesday, No~eriber ~ 9, 1 986 - 3:00 p.r~. ` PLACE: Saratoga Corr~MUnity Library Meeting Roon 13560 Saratoga R~enue, Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGANIZATION A. Roll Call B. Rppro~al of rhinutes of 11!5!86 II. OLD BUSINESS R. Warner-Hutton House B. Heritage resource inventory III. NEU BUSINESS IU. RDJUURNMENT LJ 1 • CITY OF SARATOGA ~_ HERITAGE PRESERVATION 0011-1MISSION =f` MINUTES DATE: Wednesday, November 5, 1986 3:00 PP,2 PLACE: Saratoga Community Library Meeting Room 13560 Saratoga Avenue TYPE: .Regular Meeting I. R10UTINE ORGANIZATION A. Roll Call Present: Landsness, Ansnes, Voester, Tyrrell, Koeperink, Cameron, Heid (3:30) Absent: None Staff: Young II. OLD BUSINESS A. Discussion on Warner Hutton House • The Commission discussed the results of their phone calls to Tocal service organizations regarding need for meeting space. D. Tyrrell said the re= sponses were divided in two groups: those who~.could afford to pay a fee and those who couldn't. He also said there was an expressed need for food service at meetings also. B. Voester reported on existing facilities with with meeting space. She said the overwheLning response was that there were overbooking problgc~s. V. Young stated that there would be a staff report on the House for the 11/19 council meeting. D. Tyrrell. suggested giving a list of the organ- izations ~;~ho support the use of the House for meeting space to the City.. Council. N. Koepernik agreed and said that he also received a favorable response. The Commission then discussed their report to be presented at the 11/19 Council Meeting. W Heid said the Commission should take a strong stand on the location. He supports the orchard location on the north side of Wildcat Creek. It meets the historic criteria, has good topography and could be con- nected to .the City Hall complex by a bridge. The Commission then discus- sed the pros and cons of each location, with S. ~ndsness and W. Heid to prepare the report for the meeting. B. Discussion on Heritage Resource Inventory S. Landsness suggested putting the State inventory forms on her computer, for use by the Commission. V. Young said she had a visit from Mardi Bennett, now affiliated with Linda Laird & Associates, a preservation consulting firm. She said they were interested in helping Saratoga with its survey and inventory, should .the Commission decide to hire some- one to complete it. III. NEW BUSINESS None. IV. ADJOiTRNN~Tr The meeting was adjourned at 5:10 PM. The next regular meeting will be held on Wednesday, November 19, 1986 at 3:00 PM. Respectfully submitted, Valerie Young Secretary • • MARBEN ASSOCIATES Consultants • Community Affairs November 5, 1986 Nis. Valerie Young, Staff Saratoga Historical Commission ~~~ ~~o~,:a ~~ a; Saratoga City Hall 13777 Fruitval Avenue fdOV 01986 Saratoga, California 95070 ~~%~~~°3~111~0 ~7~}~ i . Subj ect ~ i+;eeting of November 3, 1986 Dear i~Is. Young: Thank you for meeting with Linda Laird and me on P~Ionday. We really appreciated the opportunity to become acquainted with you and to explore the ways our firm might be of ser- vice. • As anticipated, we met with iviarian DZitchell-Vdilson, Aaron Gallop and Don Napoli at the State Office of Historic Preservation yesterday. They shared with us a 50 page booklet which had just been published by their offic in August called "Survey of Surveys". Unfortunately, the city of Saratoga was not listed. It did include approximately 125 other cities and counties which had done surveys that..."are comprehensive in intent... or produced documentation that was (or is likely to be) de- posited in the (OHP) office." T certainly seems high time that Saratoga and some of the other cities of our county get our heritage resources docu- mentedi Just let us know when and how we can help. Sincerely, ~~~ t~ Mardi Gualtieri Bennett (for ilrtarben-Laird Associates ) ce: Linda Laird MARBEN ASSOCIATES • 38 ALPINE AVENUE • LOS GATOS, CALIFORNIA •95030.408/354-1973 MARDI GUALTIERt BENNETT, Director, Consultant Services ~' ,, .tt, ? - Y ~i~ ~ y ~ - _ ~~ SARATOGA CITY COUNCIL) .-, 1, ~. ~ , ~ ~. ,. !Y ~k; EXECUTIVE SUMMARY NO AGENDA ITEM d 41F .k~ ~ ... .: ., r r<~ .MEETING DATE: November 19, 1986 -CITY MGR. APPROVAL ' F~ ORIGINATING DEPT: ' •City Manager's - "~ - t t cx. ,.. ;.. ~ `- SUBJECT: `WARNER HUTTON HOUSE •~... ,: •. ~. :~ r . . 5 ~,H ~~ Recommended Motion Y . ~', ~, ,. ,. ,: -. ' : - _ .... _ .~ ;.; ,• .. - 1. City agrees in concept to accept the Warner Hutton ~:, j .; House for City and Community use. Y p ;: ` 2. Cit refers the house be relocated to City property • r -= :. between Wildcat Creek and the Civic Center on Fruitvale - Avenue . :; .::.,. 3. Relocation and siting of the house to be at'no direct cost to the City. - ~, . ,. . ,. ,. •: .;-, ;_ _ :.; .:. - f: r . , _: , . Report Summary `Discusses use of the Warner .Hutton House as ..a ~~`~~ ~! • City facility. Explains relationship .between the House and the development of State Route 85 through Saratoga. Explains desire..>4-~.~;~:~:-.; ~`'~' to save the House_ because of its historic and architectural '_~~~:-~'~'".`--•' I . • significance to the ~area~:_ `: _.F.~amines- various siting options- -for _ = ..relocating -the House..:Briefly describes the roles of various `~=. .decision-making agencies at the Federal, ..State and local ,level ~V - which could impact .the. final.dispostion of the House.., - ~° .'Fiscal Impacts t '~- - ~T `~~ ~; t #~ Potential "Annual Additional Revenue`s F``~, ..$24,000 "' ~ II Potential Annual Additional Costs 4 $21,320 to $28,320 ~ ~t, ~. ~r `~~"~,. ,rt, 3~ ,One-time Furnishing Costs ;~'~t~`~s,,..;. .~t~.~ 4 t~°'s.;:,rz_:':,$10 000 Fe ~~~,. ~~~r~ ~~~° ~c ~.. 1 • .Potential Site Develo went. Costs -~r,g=~9Yr ~~ i, ~~`~?~tttA~;~~ a~ 4 p , . '~ $1.8,000 to. $37,,000 ~ <, .~~~~.~~~. ~, Y ~< Potential Acquisition. and relocation ~ ~" `~~° rt m J ...*!.~ t ~ •. ~ ~-~ ~ _, .. ~ v ~: -0 (_..1 4i~ rr'' r'4 ~``6.4.rx~~ .r i '~%i52'~~~~~ic~~Ld , ..~ ,~~~ ~ `costs are unknown but could be very ~.:~,~`~t F, •~> t ~- ,, {~ f ~ ~"t"-z~~~#4=•, ~~,~` ~a;,~° ;substantial, i.e. + • t ,~ ~ y ~ over 50 000 '°~ t~ r~,r~~ =i~~,~~,~T~,~F3 ~~ _~~it.°~y1r'ti ~rro - t,., 'tz -._ .r~-t e f _ s t,J far ;~L °r.. e ~' v.s "r::'s ~•. , ~~~7-~Ft+t l~.r~~~~~+.~,r~vi iY kA~`,~`+', '. ,r, ! .. 1 +q St" Yy ~. _,, , _[ J ~ rd' ~-•"-. C F Y ~ t «/ -ii roP r k -'t"A t ~~' ~ & .. ~y~r. s. 2 ° -. _ s f ti i rf ~ *.e r 3 ~.+* '~4 'h~~x -t ti ~, . ~ ..1:. ~ % y ~ ~ 1 ¢' ~' ~ 1 x ~ )`yL t , ~ ~} ~ i L'krrE~ -~-~~~-, Attachments ~i~tr~ f ,~ <, ~~MS~,~~,p «r,9,;~~~~:~~~-""~'~,,~,~~ ~~y~,~ a x 1y .•'4t 3 r K~° . ~.' ~ {i y ~ t Cti '`t } ~ ru . ,~ ~y~H'~,~•~ I a •. ,. t 1. ~ Report toCouncil fromCity Manager, 11/14/86 A '; , ti ~ ; ~~' ~~;~~;' .2. Planning Department Report, 11/10/86 ~ : ~~ ~ "'~ ~-~ > ~ c 3. Recreation Su erintendent's Re ort 11 10 86 ~ -° .,~ r ~r• ;` "~t ~~ '~•~'~~ _ ~~ 4. .Maintenance Director's Report, 11/13/86 tr ~~~~ ~s,; ~ ,~;~s z;,~''~f""' S .' ; ~ ~~ ~ :. • .. 7 r -• l r~Y' i ~ ~• t ~ T {r' 'tee L ~S • r _ ~ ., ~Y 97x.2., j Motion and Vote ~ '1 ~ "u~9f ~ ~,<'~''"~ ~~^ ~'» .Y~ s ~ r , t = ,+ 7r ti y 1' •`^, ~ yfi 4 ' f t... f1 ti, t~.~"}^' tti i-'~` ~'"'~tY ~j -.t ~ ~+.$u~~~r.- •. -.t d '~ r r ~ t .~u a' t r ¢t '. iL -# V Fyyy~ ~ } q~a yy~. 1 r { a.t a t ti ,t c w`. S f~~ ~t~~ ~.~. f tk t f a '~ c y ?v A fie t .,y.~ Y_~ ~~ - a ~d t~ ~ .t~ ~1 3 i - ri~ r. "y - 1 t ~~ `~~ ~Y r 1 ~. t r-t ~~i. •ttr lfa: ~•.~i e J+t 10~ i, "ski. .`i .+~,'! a ~ .A ~~~w};~,,~ ~ ~~th~ ~r~ ~~wb~~. ~. ' a ~ ~. ~n y t ~..-~N yi '~ y ~u+/~~~ U+1~ ,'z~F~ ~ ~~ ~! ° .t- u't ti ~' w r~ 4 j~~' NR #p't~, 4~ ~ 7fh,..F r't~;+"~~~~y. ~ 2 ` ~~;~ ~ f§ `` { _ • ~ '•t~r ~`~ ~' ~` ~ ...ts ~",,; sr 1. ~ ~• y.4tk t~~ ,a,.1s .t ~'.~n=~~~' a~"'c fir' { t~~ _ i:. r, t r~- tt p i j j ~Y~. i i? • ~ f Y c_~} Lti. 7, r ,~' t2./~ S~~'~( t,'~,, i~YJ y '~~'. n•.Fi C„ ~yi. s ~t~~'''A 'w 4 h 2~ ~ i ~ 4 J jS ~. zti~,t"k~~~9i~~~~~~~. Rte` 't4.~CgYi ,r ~ ~ ~ ~ - ~ t ~ ,~ipY r }~ ~Jyy~•Y•,r~.x;^ ~~ Y t5 f l i .- -~c' f ~k !w~ i W ~,t a~ ~ ' Y t~. x t t».y ~ ."S . .- ..-. ..x , ~ -. ... :. >:... ,. 'o- ~`•'-'zi.::t!t.t~y,,r+:•• •- k .. ~ t .. • t ~ .. °A. .. , `a" ... .: ~•'3. -:...~~ ~ .Y4"~~,1c}+a,,;t,`~. y?,~{y'irF.~~°vi~~;?~~`~~~x ~?.A~~'. ~_ . _ . c~~--: c~ __ ~~ ~ ~~~ 0~ ~ ~ ~ ~ ~O~ ~ REPORT TO MAYOR AND CITY COUNCIL -: DATE: 11/14/86 SUBJECT: WARNER HUTTON HOUSE COUNCIL MEETING: 11/19/86 ItECOI~IiKENDATION --------------------------------------------------------- 1. Accept the house for City use. - 2. Select the site located between Wildcat Creek and the City Hall parking lot on Fruitvale Avenue. - 3. Condition the above on successful negotiations to acquire, relocate and site the house at no out-of-pocket cost to the • city. - ... _ _. . BACKGROUND In _September 1985, the DEIS~ for proposed State Route 85 ~. identified the Warner Hutton House as a potential candidate under ~.: criterion C for listing on the National Register, of Historic Places. (See also: Historic Properties Survey Report 04-SCL-85, : Environmental Analysis Branch, Caltrans District 4, August 1984.) Since the release of the report more than a year ago, there has been continuing discussion in the community and among various,_~ components of the City organization as to ways and means. to .~ preserve the Warner. Hutton House from destruction because of its `Y location within the existing right-of-way.°, The discussions have focussed around three mayor issues: '- _ ~ ~.. . .. ~ ..... ... - ... -- 7 . - ! .. ~.~ .. _3 ., ~3 i~ _ . ._ -`r" . is ; x S ':6. ~ _ a 1) where the house should be located 2) what use will be made of the house; and ~• '~ ~ ~I, - .. ~ i 3) who would pay for the costs associated with both ', .: --- I~ • relocation (including site preparation and utility _~ connections) and operation and maintenance of the house.;'- Before launching into an analysis of these three major issues,.':~ ~ '~ let me recount to the Council staff's understanding of the.`::- ~:~.; process of acquiring and siting the house from several hours of `:: ~ ~•~`'~~, conversation with various members of the Caltrans staff. ,' - a ' *~' ! ~ i.ry ~ ~~ i WARNER HUTTON HOUSE Page 2 -- 11/19/86 ~„ In order to maintain eligibility for State and Federal funding of the Route 85 project, Caltrans must meet State and Federal standards for dealing with historic resources located in the adopted route corridor. This means that every effort will be made to relocate the house to an appropriate location which will be consistent with the historic value of the house. Only if all such efforts fail woul the house ~ ~emolis~- Much has been said recently about the City being able to get the house for free. Staff has received no such assurance from anyone we have spoken to at Caltrans. What we have been told is that if the City provides a suitable site, all other costs to relocate the house and place it back into operation are negotiable. All of • the factors which could enter into such negotiations are outlined in the Planning Department report to me on the house dated November 10, 1986 (copy attached). If the City's decision is to attempt to acquire the house, it is obvious that the negotiations will be quite complex and the process quite protracted. That is why, in my view, it is necessary for the City to make some of the basic decisions now, if it intends to take a leading role in _ preserving the Warner Hutton House. At your meeting of October 15, 1986, the City Council debated how to proceed to resolve the basic questions and decided to hold a public hearing on this matter on November 19, 1986. At the same time, the staff was directed to prepare a more detailed report on ~~ the issues of location, use and cost of the house. as a City facility. This report and the attached reports from the Planning i Department, the Maintenance Department and the Community Services i Department describe in detail the staff's research, analysis, findings and conclusions. The purpose of this report is to, hopefully, tie it all together in a nice neat package. My thanks to the staff team which has worked on this project over the past four weeks, Dan Trinidad, Yuchuek Hsia, Joan Pisani and Valerie 'Young. ANALYSIS OF LOCATION: First, and most important, it is .our conclusion that there is no ideal site for the Warner- Hutton House which both maximizes location and use potential, minimizes siting and operational cost factors from a City-use perspective,..." and provides maximum potential for appropriate historic siting. - ~~.~ The report prepared by Joan Pisani points out the `current - _ shortage of space for recreation programs and building .rentals and how much time and space is currently being taken for City meetings at the Community Center. This is time and space which should be devoted to community recreation and leisure activity since that is the intended purpose of the building. We have a similar problem with adequate space for the operation of our award winning volunteer program which is also growing rapidly. • Therefore, the staff believes that City use of the Warner Hutton .: - ~ House is a viable option from a use standpoint. ~- { :. ,~ , w •, C WARNER HUTTON HOUSE Page 3 11/19/86 If we assume the potential use as stated, we can effectively discuss the other three components as a function of use. The Planning Department Report analyzes three potential locations. In an earlier report presented to the City Council in May of this year, some ten potential locations were discussed, three locations in the Central Park, four locations in and around the Civic Center Complex and three in and around the Village area, including Wildwood Park.. Based on our discussions, the project team reduced the number of potential sites to three. These sites are shown in the Planning Department .Report. Each site needs to be evaluated from a number of perspectives. These are: 1) security, 2) functionality, 3) master plan consideration, 4) site development costs, 5) heritage resource potential, and 6) operational effectiveness. With one being best and three being worst for each of these factors, here is how we have anlayzed the appropriateness of each site: Master Site .Security Function Plan Siting One 3 3 1 3 Two 2 2 1 2 Heritage Operations Total 1 3 14 2 ~ 2. 11 Three 1 1 '.,,, _ 3 1 3 ..-- 1 ~ 10 • At first blush it would appear that site option three would be preferred. However, the potential for significant interference with :future expansion of the Civic Center is so much greater. than"''the other two locations that this factor takes on added significance.- The site also seems to be a poor one from the perspective of heritage resource potential as we understand that issue as addressed in the Secretary of the Interior's Standards for Rehabilitation, and the Section 106 Manua l of Mitigation Measures from the Advisory Council on Historic Preservation. For these reasons, site option three is not considered the optimum !, In a similar fashion, site option number one is not considered optimal. ..While it i-s best from a heritage°- and -master •-~pTan- '''~''~'-~'~~~ ~' ~''. m. interference perspective, it is significantly inferior to the - other two sites in all other respects. Site option. two is judged ` '~~;,'o;'`-~:~ to be most adequate overall. Here is how it is viewed factor-by- "'~~~'~'`~``~ factor in comparison to the other two options. I Security -- not as good as option three would be in the evening hours, but most of the disadvantages could be overcome with proper staffing, landscaping and lighting. Functionalit -- not as good as option three because of distance from Community Center building. However, for other than '`~~~~~• recreation use, functionality is superior because of proximity to City Hall and more lightly used parking areas. - .r5-. .- ~. L~ WARNER HUTTON HOUSE ~ .. Page 4 11/19/86 Master Plan Considerations -- is equal to option one in that potential interference with future expansion of other buildings is minimal at this location. Site Develo went Costs -- utility costs for this option are higher than or option three, but no parking lot costs would be experienced. Option one has the disadvantage of both higher utility costs and costs for parking. • Her~ita,~g_e Resource Potential -- much superior to option three ecb ause of oath space availability and location. Site number one ., is slightly better in this regard, but not significantly so. Operational Effectiveness -- not as good as option three for recreation purposes, but equal or better than option three for City meetings because of location. Would probably require extra staffing at this location for night and weekend recreation use which would not be required with option three.. ANALYSIS OF FISCAL IMPACTS: There are two components to consider erg e. -One, tie siting costs, may or may not have an impact on the City. The other, operational and equipment costs, would be the responsibility of the City. In his report, the Maintenance Director has projected the siting costs for each of the three options. These range from a low of $18,000 for option three to a a high of $37,000 fo~.;option one... The__projected annualized cost of maintenance, upkeep` and--ut-i`T-it-ie`s at all three locations is $12,320.00. The Recreation Superintendent has estimated that availability of the house would generate a projected revenue of $24,000 a year. She also estimates that it would cost $10,000 to furnish the house for City use. Depreciation on equipment and furnishings should be calculated on a ten-year life expectancy basis. If the City is able to acquire the house for no cost through negotiation with the State by providing an appropriate site, then we estimate the revenue/cost factors on an annualized basis are as follows: • Revenues Costs: Staffing (depending on site) Maintenance Utilities Repair & Replacements Total Costs C $4,000- _ -:.,.._.. $8,000 - $13,000 8,620 2,100 2,600 $21,320 to $26,320 s_-- C C WARNER HUTTON HOUSE Page 5 11/19/86 . Revenue to Cost Ratio: 1.13 to 1 or .91 to 1. Since part of the house is intended to be used for offices for the volunteer programs,' cost recovery would be almost total in a worst case scenario and more than enough in a best case scenario with the added office space being a bonus. -- If option one was ultimately chosen, then added money would have to be set aside for parking lot maintenance (life expectancy of five years would yield an annualized cost of $2,000). If option three was ultimately chosen, the extra $5,000 for staffing would probably not be needed. So from an annualized cost factor, the cost to operate and maintain the three options are estimated below: - Site One $28,320 Site Two ~ 26,320 Site Three 21,320 ANALYSIS OF POLITICAL CONSIDERATIONS A prime question to be determined is whether government in general and local ov r i g e nment n particular has a role to play in supporting the Arts, Culture, and the preservation of the Heritage of the community. It seems to me that the City, by its past actions, has answered that question in the affirmative many times. - However, to what extent and in what form such support shall be is a matter which must be left to judgment on a case-by-case basis ... Such judgment should not be made on the basis of interest group pressure, but on the perceived .value such support will have for the community as a whole. That is the decision-making role which falls to the City Council. ~,. '' Prior to the- constitution of the current City Council, your predecessor Council rendered its judgment on this matter by deciding that while it might be willing to place the house on a City-owned site; it was not willing to expand general tax move `- to underwrite the cost of operating and mainta_ning_ such a '+':::;;~-:~=':-:_~ .._. facility. It has been .this principle which has guided the staff -in its preparation of this effort. It is entirely possible that some other group will have developed a viable proposal which meets the above principle and will present it to you at your public hearing. If so, please do not feel constrained by the contents of this report in terms of the potential need the City has for this extra space. The need will not disappear, but the Warner Hutton House is not our only solution What d - . oes concern us is the number of bad choices which could be made in terms of locating the house. To us proposed use is of prime importance. Also of prime importance is • :;~ ~ - { i, r t ~ i ~S t.G `. Yby Fly, 1 ~ ~'; .t WARNER HUTTON HOUSE Page 6 • 11/19/86 picking a site which would possibly adversely impact future planning for long range community needs. Don't let it be plopped down somewhere just because it might look nice. Consider the long range implications of any location not already analyzed in the staff report from Planning. FINDINGS AND CONCLUSIONS: We find that the City could use the ou~se eeffectively or City and community purposes. We believe that, depending on the location and ultimate staffing needs, we should be able to just about get the facility to pay for itself. We believe that the City should not accept the house if any of the relocation and site preparation costs are to be borne by the City; donation of the site will just about equal the costs of relocation and siting. To expect the City to contribute on a greater than 50-50 basis would be unreasonable on the part of the State or the Traffic Authority. While we believe that there may be other uses and means of financing the preservation of the house which are just as workable or more workable than the option presented by staff, none has come to our attention so we could evaluate them. Indeed, the reason we have not come up with at least one other option may be that we are not qualified to evaluate any other option effectively. • We find that either option one, two, or three would be adequate for City use. We are concerned about the appropriateness of any other location either in or around the Civic Center or Central Park area. Indeed, because of future master plan considerations, we have serious reservations about option three which was addressed earlier. Given our choice, we believe the option Two location between Wildcat Creek and the City Hall parking lot on Fruitvale Avenue would be the best overall location for meeting the City's needs as seen by the staff. arry R Peacock, City Manager jm _ Attachments (3) }~ ~~ :t:: .1 '1 . -f . ,l T0: City Manager FROM: Planning Department SUBJECT: Warner Hutton House DATE:' November 10, 1986 The Warner Hutton House is an 1890's Victorian farmhouse currently located at 13495 Sousa Lane. It is about 1840 sq. ft. in area, not including basement and attic. Its dimensions are approximately 33' wide by 55'long. It has two bedrooms, 1 1/2 baths, living room, dining room and kitchen with attached breakfast nook. It has a 300 sq. ft. basement and 1,545 sq. ft. unfinished attic. Shown on the attached map are three potential sites for the location of the Warner Hutton House at or near the City Hall complex. These are: 1> In the Heritage Orchard facing Fruitvale Avenue, just north of Wildcat Creek. Z> In the parcel between Wildcat CreeN, and the City Hall parking lot, also facing Fruitvale Avenue. 3> In the vacant parcel of land between the two City Hall parking lots, facing Allendale Avenue. The map also indicates the number of parking spaces currently existing at City Hall. The total is 178.--_,_ - The analysis of each site addresses issues related to parking, access, and architectural compatibility. Issues related to historic preservation are addressed separately. Site #1 ._ ., Site #'I' presents no significant topographic problems. The impact on tree removal depends on where the house is sited and whether or not a parking "_-- lot is developed with it. Because the site is physically separated from the City Hall complex by Wildcat Creek, several options exist in terms of access ~~~'~`~>~~=~` -: and connection. .. ... .. -- Access could be provided by a driveway off Fruitvale Avenue;~t~Fiis^approach~"" _ . could include a parking lot adjacent to the house. Connection to City Hall ._ _ -- :-could then be provided via a footbridge over Wildcat Creek and a pathway to the ,• - _. parking lot.. Another alternative would be to utilize existing City .Hall ~~ `"`"E'~~" parking for the house and not develop an additional parking lot. Again, a -footbridge could provide access. A final alternative involves the construction _ of a vehicular bridge over Wildcat Creek to lead to the site from the existing City Hall parking lot. In terms of architectural compatibility, because the site is physically separate from City Hall, the house would stand alone in the orchard and not .::• - ,~ ~:-- ~~ t R.. 4 L .' f conflict with the more modern City Hall architecture. Site #2 . Site #2 is lower in elevation than the adjacent City Hall property, and lies within the floodplain of Wildcat Creek. The Santa Clara Valley Water District maintains control of the creel, and has indicated that in order to construct on this site, the top of the bank and depth of channel would need to be measured to determine where the house could be located. Because the parcel slopes toward the creek, some fill may be necessary to ensure that the foundation of the house is above flood level. Tree removal would be minimal. The existing City Hall parking lots could be used for the house if located at Site #2. Access to City Hall would be via pathways. Architectural compatibility becomes more of a concern at Site #2. Although there is a difference in grade and some existing landscaping to buffer the two styles, the proximity of the house to City Hall may create some visual conflict between architectural styles. Additional landscaping and/or fencing could be used to mitigate this impact. - Site #3 • This site is also flat and measures approximately 6?'xt40'. Although the house could adequately fit on the site ,: it would appear overwhelmed by the modern City Hall buildings behind it. There would be relatively little open space around it to provide for outdoor patio and yard areas. In terms of parking, the existing City Hall lots would be used. However, the adjacent lots are the most utilized in the City Hall complex, primarily because of the heavy use of the ~.ommunity center for a variety of programs and services. The addition'of- new_ use$--as-sod-#ated with the house at this location could adversely impact an area with existing parking problems. Site #3 presents the greatest impacts in terms of architectural compatibility, It is surrounded by the modern structures of the City Hall complex and Post Office. In addition it would not be very visible from Fruitvale Avenue. Historic Preservation Issues Because of its architectural integrity and importance to local history, the Warner Hutton House has been determined to be eligible for listing on the National Register of Historic Places, Because of this status, CalTrans fs '" required to comply•with Section 106 of the National Historic Preservation Act, which directs Federal and. State agencies to take into aceorrR~°~tfie-"iMpact~==of-- their activities on historic properties. The Section 106 process allows both - .the Advisory Council on Historic Preservation (ACHP, a federal agency) and the State Office of Historic Preservation (SHPO) the opportunity to recommend ways to avoid adverse effects and maximize beneficial effects. These recommendations regarding relocation, preservation and maintenance of the structure are then drafted in the form on a Memorandum of Agreement (MOA>, in consultation with the affected local jurisdiction. The MOA is signed by the Federal Highway Administration, CalTrans, SHPO and ACHP. A preliminary MOA has already been prepared and is attached. The final MOA i ~~ ~: - - ;, . ,y C r -. will be adopted as part of the final EIR for the Highway 85 project. Target date for federal approval of the final EIR is January 1987. The MOA requires CalTrans to use the Advisory Council's Manual of Mitigation Measures when a structure is moved to a new location. Basically, a site closely resembling the original site is preferable. The SHPO is afforded an opportunity to review and comment on the new site. When the house is moved, CalTrans is also required to use the recommended approaches in the Department of the Interior's Moving _ Historic Buildings. Finally, CalTrans must comply with the Secretary of the Interior's Standards for Rehabilitation and Guidelines for Rehabilitating Historic Buildings when placing the house at the new site and preparing it for occupancy. A landscaping plan must also be prepared and implemented. The City of Saratoga works closely with CalTrans and the SHPO to develop an acceptable plan for relocation, site preparation, landscaping and structural rehabilitation. The cost of relocating the house, which includes recording the property in accordance with Historic American Building Survey Standards, actual moving, site preparation !utilities, foundation, landscaping, etc.7 and structural rehabilitation, will be borne by CalTrans. i~/ /i/ .~ / ~ ~ '1A~ 71\rOry'J~1'1~ . j ::.: 1'.•::::: 1 I '.:y..::::;: .:~.: 1 .~- ~- 1 :: . - f rr - ~? /•. 1 ~~e ~:%` ..: ?• _ - -:. ::•::: :.~: "`- ' .. ::... .::~ .'~'~.~ 1 .....: _ .,, ~~; :. ..•. .. ,~;•i~ :•:{455.{:%;~ :•i'rry: ~ :•:: r:~i:•i::: •r:+i ~:•: is ~ i:~: . r: SJr7 .r: OI I e :{{qy •:~:i ' A' • . .•7 •: )': '.'%i''' 1 1 a''!t . • ~ ' i w;i; ~ I ':~.... ,.:a~.. 1 _ ::rt:; ~ .~ •. ~. ~~ •1 :;}.> 1 ~~ .~ _.~ ,.,. - 'C Ct'' 1, •! _ <:{: _.~ _ J .~~ - .~. ~~ "} ~•~ ''~l~ R~.'''~ 'titi~: ~:~ 'i'%' ~ Q :7 ...` /... • i /~ i ~~' 4 ~. / •./ ~~ 1 i;\ 3 i ~ == ~. . =: _/: .:.;~-= .jq~, ,~ .r -: ' yf a`~ ~:.`•`.:::• i J' •:9'. n ,~ .I i 1 .M. 1 /• •~ r 1 1 * I '-\~~~ .~ . i . J' 1 i i w~: •. .~..: ~ i~ •• i ~::\ .% .~ .. i ~• :a.r..y..:.-•a j..::. ~ ::: I f .::,:•. ))tt,, 1 ..''F'. /• :~~~: r ~::;~ ~::':~~ :.: :: .., i '.<, ..:... >~: ~ ~~ - :.':~~. - ',~:: ., .~=~=~~ `_ ~-•' G c •:' ~•:': • '~'.:i...~::?`?:';+`'.::i'~~i:i'::<2~~:`c~<;~';:iii'•.;:~>~:~::';~`:':=•:':''~'~''. •~••V ::k;y.5r:y%''': ti•: .( • ~•:f• r .'• //` ~+ ' ' f:l, ti • ~ , ~, ~Q'11M - ....... ~.. ~ ~ a ,~.,;~ _ ~~~ ~ ~ ~ .~ ~~ ., z~ c~~`~ ~~ .NJ ~ C .. ' ., _ State of California • ..; ` ~ ( , ~ Business and Transportation Ag~ ~~; ~ l i1•J L•il~ 1 ~~U1~ - M e m o r a n d u m L. -ur,,,,r,.~,~,•,. • Yn ~ ~,. To = E. W. Blackmer, Chief gate: September 29, 1986 I~ . Environmental Analysis Branch ~~ Fiie : 4-SC 1:-85 RO.O/R17.9 Attention Barbara Talley 4134 - 485000. - -rt. -- Transportation ' Corridor Study From : DEPARTMENT OF TRANSPORTATION - Dis tr is t 4 Environmental Analysis Branch s~b(e~t: National Register Properties:' Memorandum of Agreement - Enclosed for your review and for processing are six copies of the Memorandum of Agreement (MOA) for three properties which _ have been .determined eligible for the National Register of - Historic Places and which will be adversely affected by the above-referenced project. The Preliminary Case Report (PCR) was transmitted to you last week, and Frank Bergen and Steve Mikesell of your staff have already reviewed the MOA in draft '•"•~ form. The proposed project is non-controversial as related to histori~ ~i preservation, and standard mitigation measures are recommended in accordance with the Advisory Council on Historic Preservation (ACHP) expedited process. The mitigation proposed consists of II relocating the properties and conveying property title to _ appropriate agencies, organizations, or persons with restrictive _~_ '~ covenants regarding preservation and maintenance; all mitigation .=~ will be conducted in consultation with the SHPO. ~ - FHWA has requested that the PCR and t40A be•submitted to them as ~~ a package. .Target date for federal approval of the final .. ' • __ environmental document is January 1987 and for 106 clearance is -~ ~'~~ December 1986. We would therefore appreciate your expediting __ review of these documents. If you have any questions, please ___ contact Tom McDonnell at ATSS 597-2175 or Margaret Buss at ATSS••~ -• 597-4012. _.. _ . i. i !i ~ .~ _ II DARNALL W.~ YNOLDS, Chief ••- Environmen al Analysis Branch MLB:mrc cc: DWReynolds TEMcDonnell RLemmon/CHMorton - ~~::° _ :'< - •: .: .... ,•.• •,Y.;. •: k, {` ` 2 - • .~ WHEREAS, the Federal Highway Administration (FHWA) has determined that the construction of a freeway in the Route 85 Transportation .• Corridor in Santa Clara County between Route l0I in south San Jose and Route 280 near Stevens Creek Boulevard in Cupertino will have an adverse effect upon three historic properties eligible .. for inclusion in the National Register of Historic Places and has requested the comments of the Advisory Council on Historic Preservation (Council) pursuant to Section 106 and Section 110f •of the National Historic Preservation Act (16 U.S.C. 470) and its implementing regulations, '"Protection of Historic and Cultural • - Properties" (36 CFR Part 800), • WHEREAS, the three historic properties specified in this Memorandum are known as the Warner Hutton House, located in the -• City of Saratoga; the LeFevre House and Farm, located in the City of San Jose; and the David Greenawalt Farm, located in the City • of San Jose, • , .WHEREAS, the proposed undertaking will require removal of the three historic properties from their current locations, • WHEREAS, the Cities of Saratoga and San Jose have expressed interest in the Warner Hutton House and the David Greenawalt • - Farm, respectively, and the City of San Jose and the Santa Clara County Historical Resources Commission have expressed willingness to help in locating_ _s~-itable'~sites and owners for the LeFevre House and Farm, - NOW, THEREFORE, FHWA, the California Department of Transportation (Caltrans), the California State Historic Preservation Officer (SHPO), and the Council agree that the undertaking shall be - implemented in accordance with the following stipulations in order to take into account the effect of the undertaking on historic properties. ..; :.,`:;_..; STIPULATIONS 1. FHWA and Caltrans agree to take the steps specified below to'. mitigate the adverse effect of the proposed undertaking on the historic properties. 2. Convey nce of Properties ~o Non-Fede al Parties The SHPO shall be afforded 30 days to review and comment on the new site for any property covered by this Memorandum. FHWA shall take the SHPO's comments into account in selecting the new sites. One or more of the properties may be conveyed to the City of Saratoga and/or the City of San Jose if said agency(ies) providesy • an appropriate site and agrees to the stipulations of the appropriate Standard Preservation Covenant in Appendix A of the ••. Council's .current Manual ~M~' -.iQz 'on Mew. ti. - - - . ,' ~ -*~2?u - . , r rte? _ ...: ? r. . ! ",,. ~• ~ • .Should none of the city or county agencies be able to provide suitable sites or owners, FHWA and Caltrans shall ensure that marketing plan for the historic property shall be developed ins accordance with the stipulations contained in Section I.D. Council's Mail og Mitigation Mea~eS, of the transfer of title to the FHWA shall ensure that ' Standard Preservation CovenantrsyecifiedointAs the appropriate . Council's current Ma_ 1 of MitiQa ion Mea_ ePendix A of the If there- is no acceptable offer conforming to the requirements o rehabilitation and maintenance of the Standard Preservation f Covenant, FHWA and Caltrans may, with the approval of the SHPO, transfer the property without event, the preservation covenants. In that property shall be recorded prior to transfer in accordance with Section I.G. of the Council's current Manual of Mitiaat~~n Meaisures. 3. Reloca ion FHWA and Caltrans shall ensure that, prior to relocating the buildings, the three historic properties will be recorded to the standards of the Historic American Buildings Survey (NABS) to ensure a .permanent record is made 'of ~ the' properties' present appearance and context prior to relocation and provide such• documentation of the property's original setting and context as NABS requests. _ The FHWA and Caltrans shall ensure that.the property is mov accordance with recommended approaches in the Department ofethen Interior's Mo_~nQ Ais_ t~~ Buildings, in consultation with the SHPO, by a professional mover who has the capability to move historic structures properly.. - . Within 9g days of the move, the SHPO shall evaluate the r on its new site and make a recommedation to the aecretarpy f the Interior as to its continued inclusion in the National Register. 4. Landscanin~ Should any of the three his toric properties be,ieloc shall ensure that a landsca in ated, FHWA is prepared in consultationpwithptbe ggpOthe historic properties SHPO for approval, and, upon approval, is~implementeded to the 5. Records ion and Demoli inn .. ~: I '±;~= If no party is found willing to acquire any of the three properties specified in this Memorandum with the conditions outlined above, FHWA and Caltrans may permit demolition _ of the property, unencumbered of any covenant FHWA shall ensure that any of the three historic r restraints. is to be demolished will be record ~~•, ed to NABS standards prior toch demolition or substantial deterioration documentation are, made available to the gHpptan t copies of this ~ _ " d appropriate •~~:-~~ :.. ~h t z i ... , . ... . n... .. ., ~ _„ .iPi -. ~T ~~ " • ./` . ' ' ~~~' • _ local archives designated b the SHPO. Y If one of the historic properties is specified for demolition, • FHWA and Caltrans shall ensure that, after the specified property • has been recorded in accordance with this Memorandum, the SHPO or • ~ the SHPO!s.designee is allowed -30 days prior to demolition of the property to select architectural elements for curation or use in other projects. FHWA and Caltrans shall ensure that the items selected are removed in a manner that minimizes damage and are delivered to the SHPO or the SHPO's designee. - -~ ~ ~. - ~ _ -~. Execution of this Memorandum of Agreement evidences that the Federal Highway Administration has afforded the Council a _ reasonable opportunity to comment on the Route SS Transportation Corridor freeway project and its effects on historic properties and that the Federal Highway Administration has taken into - account the effects of its undertaking on historic properties. • ~ ~ '. ~ Federal Highway Administration. .Date ~ • ~- - ~ - ~ -~-California Dept. of Transportation Date _.. ~. _. _ State Historic Preservation Officer Date ~. _. Executive Director, ACHP Date .., ., ~~~~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 (408) 867-3438 MEMORANDUM TO: City Manager DATE: 11/10/86 FROM: Recreation Superintendent SUBJECT: Acquisition and Use of Warner Hutton House .. ------------------------------------------------------------- Acquisition of the Warner Hutton house and its use as additional space for recreation programs and building rentals will greatly enhance the City's ability to provide recreation activities and will generate revenue to offset the initial costs and on- going maintenance costs. The Community Center is currently used for 150 classes, as well as private rentals and City and community meetings. We are not able to accomodate all of the requests for use of the existing building and were limited to adding only ten new programs for the coming Winter class session. The Warner Hutton house,if relocated in close proximity to the Community Center, would be an ideal place for expanding our class offerings, adding specialized classes, and providing meeting rooms, private rentals and office • space. Classes Class offerings have grown by 80°o since the fall of 1985, in response to community interest. After touring the Warner Hutton house, the Recreation Supervisor and I came up with several ideas for new and expanded classes. By using the current space and the house, we will add 20 classes per week per quarter, generating $20,000 and realizing a net of $12,000 in the first year after paying instructors. The existing kitchen in the house is well designed for group cooking classes and would. allow the opportunity to add a number of specialized cooking classes. The present kitchen in the Community Center is small and not adequate for most cooking classes. The Community Center receives many requests for babysitting to be provided during our -~ day time exercise program. One of the bedrooms of the house would be the perfect ~ - setting for a fee-based program. -. City Meetings - On an average, the Community Center is utilized 37 hours per month by the City Council,-' Commissions, City staff and community groups for meetings. It is becoming increasingly difficult to accomodate requests for meeting space because of the full utilization of the building for classes. The front parlor and living room would serve very well for this purpose. Private Rentals _ It' the yard surrounding the house is landscaped properly, there is the potential of .'. renting out the building for weddings, receptions and luncheons. There is a high _ demand for attractive sites for this type of activity. ... ~i .~ ' ' (Use of Warner Huttony~-•use) I. RECREATION CLASSES UTILIZING WARNER HUTTON HOUSE Toddler Classes • Mom & Me Exercise Music & Drama Tiny Tot Tumbling Storytelling Program Infant Bonding Cooking Classes Holiday Hors d'oeuvres Sushi _ - French Country Cooking Mexican Cooking Winter Warming Soups Perfect Party Planning Chinese Cooking l Children Nature Classes Nature Explores ~ Pioneer Days Urban Picnics Sunshine & Rainbows Weather Watching Something Buggy Home Craft Classes Quilting Embroidery _ Needlepoint Sewing Adult Classes ' Money Management Interior Decorating Wine Appreciation Stress Reduction Tax Law Information Calligraphy II. .INCREASED REVENUE PROJECTION A. CLASSES _ - - 20. New Communty`Cehtez.-~l~sses-per qua rter -_ - $20,000 yearly revenue • 8,000 instructor's salary ,12,000 NET ~ B. RENTAL Outdoor weedings, receptions, luncheons " ... ... ,. 1.0 @ $400 = $4,000 i - III. FURNISHINGS • A. Conference. Room.-:~ - $1,600 8 conference chairs @ $200 --` ~4 4-"•°• °--~- - 2,500 25 meeting room chairs @$100 _ , :~ ..:.. .: : .....x-,.: $ 4,100 B. Kitchen . ~.... $ 800 kitchen table ~ - 900 12 chairs 300 butcher block " 500 kitchen equip - pots, pans, dishes, utensils, clock, etc. 3,000 li • C. Classrooms $ 400 10 card tables 2,500 Tumbling mats, rugs, recrea tion supplies,etc. 2,900 TOTAL $10,000 ~~ 11/10/86 • Acqusition and Use of Warner Hutton House (Page 2) RECOMMENDED SITE Two sites have been proposed for relocating the Warner Hutton House onto the Civic Center complex--the lot between the Civic Theatre and Community Center parking lots and the west side of City Hall between the driveway and the creek. The advantages of having the House close to the Community Center far outweigh those of the creekside setting for its use in the recreation program. Utilization of the building would be much greater due to easier access for program participants and staff to the main building. Although the creekside setting would probably be more aestheti- cally pleasing, the relative isolation of the site would limit night time use. Separate supervisory staff would have to be hired for night time use of the building and the potential for vandalism and other problems is greater in that location. The Community Center strongly supports the concept of the City's acquisition of the Warner Hutton House and using it for the purposes I have outlined above. I have attached a list of proposed classes, revenue projections and an estimate of the furnishings which would be required to carry out the proposed, activities. Please let me know if you wish any additional information. S ~~CA~-LV,~,~J an Pisani Pe .Attachments ::,;_ ,;~ __ _. I • C C M E M O R A N D U M T0: City Council DATE:November 13, 1986 FROM: Director of Maintenance SUBJECT: Cost Associated with the Relocation and Maintenance of the Warner Hutton House Page 1 of 2 ------------------------------------------ We have prepared a cost analysis and comparison of establishing a proper site for the Warner Hut-ton House. Additionally, we have estimated the annual maintenance and janitorial care needed if the house is utilized daily for public purpose. - Three potential sites have been identified as follows: 1) In the Heritage Orchard facing Fruitvale Avenue, just north of Wildcat Creek. 2) In the parcel between Wildcat Creek and the City Hall parking lot, also facing Fruitvale Avenue. 3 ) In the vacant pparcel of land between the two City - Hall parking Tots, facin Allendale Avenue. __ g.- Some, if not all of the following costs will be borne by the Sate or Federal Government. Site 1 ~ 2 3 Landscaping: (approx) . $15,000 $15,000 $10 000 Utilities: (approx) 12,000 12,000 , . 8 000 Parking & Driveway (approx) 10,000 -0- , -0- ._ TOTAL $37,000 $27,000 $18,000 MAINTENANCE, UPKEEP AND UTILITIES - ~ ~~ Assuming regular daily janitorial cost based use of t he entire building, , on utilizing estimated to be as follows: normal City crews, is O f One (1) hour daily, plus three (3) hours per week. 8 hr. x 52 wks. = 416 hrs. x $20 = $ 8320 per year Janitorial Supplies $ 300 per year TOTAL JANITORIAL $ 8620 per year :.--.~ 1 ~ -- - < ~„ ~ _ y '~ ,~ c c Page 2 of 2 _ - ~ November 13, 1986 Warner Hutton House Again, assuming regular daily use, we anticipate the following utility costs: Water: ($25 per mo. x 12) _ $ 300 per year Gas & Elec.: ($100 per mo. x12) _ $ 1200 per year Telephone: ($50 per mo. x 12) _ $ 600 per year TOTAL UTILITIES $ 2100 per year Repair and replacement cost, as you know, varies greatly. Included in this estimate is the cost of replacing such things as roofing, carpeting, heating unit, as well as repainting both interior and exterior surfaces. The costs shown are amortized annually. Roofing: $7,000 - 20 yr. cycle = $ 350 per year Carpeting: $5,000 -10 yr. cycle = $ 500 per year Heating Unit: $2,500 -10 yr. cycle $ 250 per year Repainting: $4,000 -8 yr. cycle = $ 500 per year TOTAL REPAIR AND REPLACEMENT $ 1600 per year ~....:. 'ti j ' y f. ... r . 4 li i 2 ... :~.. :~ ~ ~ ,t i~.,,_ w ~ ~~ ~~ r r f ~ .x~ . ,~, v '~' 1~. r 7 Director of Maintenance 9 ..... , ,> >7;~y---~ ~7~ ,~~ -t, , ~~ _.,, _.-} ~"~' cr GB~~ 04 ~'2~00 C~G~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 (408) 867-3438 November 14, 1986 MEMO: To Saratoga City Council Members From: The Saratoga Heritage Preservation Commission Re: Response to recent telephone inquiry regarding use of the Warner Hutton House The following list is only a partial sampling of local clubs and org•~tnizations which responded in a very positive manner to a phone inquiry regarding their interest in having the Warner Hutton House made available to them for meeting space. Nearly half of the organizations contacted: indicated that there is a considerable need in the area for a moderately sized facility, with a kitchen • for food service, and that they are going outside of Saratoga for this type of space. _Exstirig_.fa~lte~ are either overbooked or too large and expensive. The Heritage Commission feels that, with such a pressing need for meeting space evident in the community, that the rental fees alone would probably cover expenses for maintenance. However, the __ City of Saratoga needs to see that this type of facility, utilizing,.-,~;:I the maximum potential of the Hutton House, is done in a first class __ ~: ;~- manner;. befitting Saratoga: Properly landscaped, with adequate lighting, and parking etc., this beautiful house would probably be booked fore meetings and receptions from the moment it becomes available. To ~ start 'from scratch" and build such an attractive facility would be prohibitive from a financial standpoint. However, here is a one time ~' • chance to receive the building as a gift: We are not asking you to take on a liability, but a tremendous asset that you can all take ,~ - - Ft {.~ r, ,. mot.,. , . . C ~ ., .., ~ ,~ _ ~ ~, ~ , ,~~, - ~~ ~ .:, ~~~~ ~~~~: 'l~`36 ~~ ~ ' 13777 FRUITVALE AVENUE SAR,ATOGA, CALIFORNIA 95070 ~~ ? _ ~ 0 5: ' (408) 867-3438 I pride in as part of your accomplishment during your term of office on the Saratoga City Council. The Heritage Commission has a proven track record in the field of fund raising. Should the need arise, our special talents and energies are at the disposal of the-City for this project on a long- term basis. We ask that you allow CalTrans to give the citizens of Saratoga this great gift, dedicate the appropriate site for it,~and put us to work: The following is•~~ list of the organizations we were able to contact in the short time allotted for this effort. Please note that, though there were other'organzati:ons-mot listed because they cannot pay for rented space, there was a unanimous consensus that this was gong~?to::_be a popular asset for the City of Saratoga. - i Santa Clara Valley Model T Club ', Santa Clara Valley Square Dance Association ,garatoga Airline pilots Wives ,Saratoga Contemporary Artists Saratoga Lions Club _.. _-_ - ---~, :,..-: --- Saratoga Optimist Club The Star Players ' --~, i .Summit League of Saratoga Los Gatos 'i VITA -Valley Institute of Theater Arts ~ ~I Horseless Carriage Club :3f America Hospice of the Valley I Junior Achievement of Santa Clara County .:~.• Kiwanis Club of De Anza . ~ continued... ., ' . . ~ o~ o ~,~ ~~`~ b~ . . ~~ ~' ~ ~. ~ C~~~~o o ~ ~ ~ ~~~ ~,_'~ s~~~ ~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 ~~~?~_S~~ ~ (408) 867-3438 Los Gatos Business ~ Professional Women's Club Networking Breakfast Club San Jose Opera Guild Santa Clara Valley Carvers ~ j Santa Clara County Library - Saratoga Branch Friends>of the Library Willys Peck - Saratoga Community Garden Foothill Club (indicated a need for a smaller facility than they provide) ~ • Senior Center American Association of'~University.Women (AAUW) 1' f WILLYS I. PECK ATTORNEY AT LAW AREA CODE 408 887.1855 ~ POST OFFICE BOX SARATOGA. CALIFORNIA D5070 14275 SARATOGA AVENUE Nov. 13, 1986 Saratoga City Council 13777 Fruitvale Ave. Saratoga, CA 95070 Dear Council Members: Rey Warner Hutton house This letter is in support of the proposal to move the above structure from Sousa Lane to city-owned property for maintenance as a municipal resource. Although writing as an individual, my opinions are colored by long association with the Saratoga Historical Foundation, which has seen the best and worst regarding the moving of old buildings. The worst involved the old Marsh house, moved under threat of imminent destruction from Big Basin Way to Wildwood Park. There it stood on blocks until, in the absence of a master park plan for its permanent placement, and subjected to continual vandalism, it had ultimately to be destroyed. I understand the city paid as much for demolition as the ;Historical Foundation paid for the original moving The best involved the-Mc~Fiilliams~House and the Swanee Building, both of which, again, were moved under threat of imminent destruction to their present location in the Saratoga Historical Park.. I donQt think it stretches the bounds of propriety for the Historical Foun- dation to point to these structures as community assets. -~ As I see it,-the Warner Hutton house fits into the latter cat- egory; there is ample city-owned -land and, from discussion I have heard and read, there are ample uses to which the house could be put.`' Saratoga has, over the significant buildings. While dividual of great historical symbolic of an era and- an ac~ community. That it should survive 1 th years, it may moment tivity and be lost most of its historically not represent any event or in- , the Warner .Hutton__house.. is.,_ - agriculture - that shaped this put to good use is, I feel, no` ess an one could expect from a community like Saratoga. Very truly yours, /~L ~ G ~~ . WILLYS ~~P ~~~ i :.~. -!~,'{ r w+ " `,` County of Santa Clara '• California ;Saratoga Cd~»munlty Library '' 1365 aratoga Avenue Saratoga, California 95070-5099 867-6126 Area Code 408 October 24, 1986 Saratoga City Council 13777 Fruitvale Ave. Saratoga, Cailf. 95070 Dear Mayor Hlava and Members of the Council, Barbara Voester, of Saratoga's Heritage Preservation Commission, spoke with me about the possibility of "planting" the Warner Hutton house in the orchard adjacent to the Library. The Commission is considering proposing that the house be made available for meetings and receptions, and Ms. Voester was •~. interested in whether library staff were aware of needs beyond those met by the Library's Community Room. Since the Community Room is heavily used, and since our policy does, of necessity, restrict use in several ways, I think the Heritage Commission would be wise to pursue this possibility for the Hutton house. I am enclosing a copy of our"Policy for the Use of the Saratoga Community n Room." You will note_~4at "Community groups ~vill be permitted and encouraged to.use this room for educati`ona1;~.EUI~t-ura~_=and recreational programs when such uses do not conflict with library programs. Such programs and meetings MUST BE FREE AND OPEN T0.'THE PUBLIC." Also ,.reservations can be made not more than three months in advance and no group will be booked more than once a month. These limitations exclude use for classes as well as for private parties or receptions. Groups of fewer than eight people are also prohibited since the room seats a hundred and is consistently in demand by large groups• If there is any further information you would like the Library to furnish, please let us know. Sincerely, Lois Thomas Community Library Supervisor cc: Barbara Voester ~_i ® ~ An Equal Opportunity Employer ~ .' _ ," :r K , .~ . C C J T0: THE SARATOGA CITY COUNCIL MEMBERS RE: WARREN BUTTON HOUSE RELOCATION REOUEST BY B. VOESTER, COMMISSIONER SARATOGA HERITAGE PRESERVATION COMMISSION FROM: THE NORCIA FAMILY 144~a4 NUTWOOD LANE 5ARATOGA, CA. , 95U7U ~~~ 7198fi ~ , ~ .~. ~'ri~.ru WE WISH TO INFROM THE CITY OF SARATOGA AND THE ENTIRE CITY COUNCIL THAT OUR ENTIRE FAMILY SUPRORTS BARBARA VOESTER iN HER REG?UEST TO HAVE THE RESTORED WARREN BUTTON HOUSE RELOCATED TO CENTRAL PARK ORCHARD IN THE CITY OF SARATOGA. THI5 WONDERFUL IDEA WILL SET THE STAGE FOR THE RESTORATION DF A BEAUTIFUL ORCHARD AREA THAT WILL BE A REPRESENTATION OF AN IMPORTANT PART OF THE HISTORY OF SARATOGA AND SANTA CLARA VALLEY. CONSIDERING THAT CALTRANS WILL RELOCATE THIS HISTORIC HOME, WITHOUT ANY COST TO THE CITY .OF SARATOGA, I SEE NO LOGICAL REASON TO REFUSE TD RELOCATE THIS FREE HOME TO THE CENTRAL PARK ORCHARD. CONGRATULATIONS TO E~ARBAP,A VDESTER AND THE SARATOGA HERITAGE , PRESERVATION COMMISSION FOR SUGGESTING SUCH A WONDERFUL IDEA. , I WOULD LIKE TO PROPOSE TO BARBARA VOESTER-SHPC AND THE SARATOGA'~ CITY COUNCIL MEMBERS THAT SOME CONSIDERATION BE GIVEN 70 THE IDEA ~. OF LANDSCAPING -THE_-_MEDIAN _.DIVIIDERS ON FRUITVALE AVENUE TO REFLECT THE ENTIRE- CONCEP~-~}F"'`C7TY-`SARK ORCHARD. IF THE DIVIDERS WERE PLANTED WITH FLOWERING FRUIT TRIES AND GROUNDCOVER THAT BLOOMED AT THE SAME TIME AS THE ORCHARD IT WITH BE A SPEC1"ACULAR SIGHT TO BEHOLD REMINESCENT OF THE TRUE CELEE~RATIDN OF THE ANNUAL BLOSSOM FESTIVAL HELD ANNUALLY~.IN THE CITY OF SARATOGA. THE CITY HALL-FRUITVALE AVE AREA SHOULD BE CONSIDERED AN IMPORTANT ENTRANCE TO THE CITY OF SARA70GA - A GATEWAY TO THE CITY OFFICES, THE POST OFFICE, THE COMMUNITY CENTER, THE SENi.OR ~•CENTER, THE RECYCLING CENTER, REDWOOD JUNIOR HIGHSCHOOL. AND WEST VALLEY JUNIOR COLLEGE. THIS AREA REPRESENTS THE HEART `'~'''°" OF OUR BEAUTIFUL CITY AND RESIDENTS AND VISITORS FROM ALL - OF CALIFORNIA, THE UNITIED STATES, AND OTHER COUNTRIES .VISIT.. OUR BEAUTIFUL CITY= - ~HARbARA VOESTER-SHPC" ~ HAVE`-i~'4WONDERFUL-~"-~" _ DREAM - A CITY PARK ORCHARD THAT CITIZENS AND VISITORS WILL DELIGHT I N V I S I T I NG TO ENJOY THE H I STOR I CAL BEAUTY OF OUR PAST. ;' ~:~~":' ;~~~_ :~- LETS WORK TOGETHER TO MANE THAT DREAM A THE ENTIRE CITY PARK ORCHARD AREA INTO TRULY REFLECTS THE BEAUTIFUL HISTORICAL SARATOGA. SINCERELY, THE D. B. NORCIA FAMILY REALITY - TO RECREATE A REPRESENTATION THAT PAST OF THE CITY OF ~,: •i I ~~ r; ~~ Z Y (. C.;~~ C,~~T~ V~ ~ ~~ e o e e - C~~~~ o~ ~~OC~~ ~'' ~~.:~-:::~, ~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 C4? X13' ~st~ (408) 867-3438 ~~ November 14, 1986 MEMO: To Saratoga City Council Members From: The Saratoga Heritage Preservation Commission Re: Response to recent telephone inquiry regarding use of the Warner Hutton House The following list is only a partial sampling of local clubs and organizations which responded in a very positive manner to a phone inquiry regarding their interest in having the Warner Hutton House made available to them for meeting space. Nearly half of the organizations contacted indicated that there is a considerable need in the area for a moderately sized facility, with a kitchen • for food service, and that they are going outside of Saratoga for this type of space. Existing facilities are either overbooked or too large and expensive. The Heritage Commission feels that, with such a pressing need for meeting space evident in the community, that the rental fees alone would probably cover expenses for maintenance. However, the City of Saratoga needs to see that this type of facility, utilizing the maximum potential of the Hutton House, is done in a first class manner, befitting Saratoga: Properly landscaped, with adequate lighting and parking etc., this beautiful house would probably be booked for meetings and receptions from the moment it becomes available. To start "from scratch" and build such an attractive facility would be • prohibitive from a financial standpoint. However, here is a one time chance to receive the building as a gift: We are not asking you to take on a•liability, but a tremendous asset that you can all take TOGA 13777 FRUITVALE -AVENUE SARATOGA, CALIFORNIA 95070 (408) 867-3438 pride in as part of your accomplishment during your term of office on the Saratoga City Council. The Heritage Commission has a proven track record in the field of fund raising. Should the need arise, our special talents and energies are at the disposal of the City for this project on a long- term basis. We ask that you allow CalTrans to give the citizens of Saratoga this great gift, dedicate the appropriate site for it, and put us to work: The following is~a list of the organizations we were able to . contact in the short time allotted for this effort. Please note that, though there were other organizations not listed because they cannot pay for rented space, there was a unanimous consensus that this was going~to._be a popular asset for the City of Saratoga. Santa Clara Valley Model T Club Santa~Clara Valley Square Dance Association Saratoga Airline pilots Wives Saratoga Contemporary Artists Saratoga Lions Club Saratoga Optimist Club The Star Players Summit League of Saratoga Los Gatos VITA - Valley Institute of Theater Arts Horseless Carriage Club :;.f America Hospice of the Valley • Junior Achievement of Santa Clara County Kiwanis Club of De Anza continued... ,~;~~.. • `~' (408) 867-3438 Los Gatos Business ~ Professional Women's Club Networking Breakfast Club San Jose Opera Guild Santa Clara Valley Carvers Santa Clara County Library - Saratoga Branch Friends :of the Library Willys Peck - Saratoga Community Garden Foothill Club (indicated a need for a smaller facility than they provide) Senior Center American Association of University Women (AAUW) ~~~~ 0~ ~ ~ ~ ~ ~ ~ ~~~~ 13777 FRUITVALE AVENUE SARATOGA CALIFORNIA 95070 T`\,. ~ 1, : ~. - ~ ~~~ ~ ~ ~1 ~ . ~~.~{,. J lna'C~ ~P-sec-~r3uti sS ~ t o ~ ~ ~~~~ '~ ~~ S~ , ~ .~.~- ~' ~ P~~ ~~ ~ ~~~ ~ P~~~ ~~_ ~~fi -~.~,~ _ _ __~__~~ fi, ~.~~- - - ~_ ~ r ~~ tiG ~ ~-S L'~ t.~J li'~ '~~ ~' ~~ ~~~ ~ ~ ~---. ~~~ c ~'~"~' ~~ ~,~~~ ~~~~ ~. ~., ~~' ,. P~~~ K~ ~~~, v ~ ~~, Nv~~T' ~~~ / -, ~~ ' r I ~~ r F I oor 1 l r~ I'`1 • ~Arc.~~ y~-63z ~ 3 y 9 ~ Sou5a~ LANe, SACA~~A _~~_ _~--_- ---- .---- -1 ~ 1 ~ -,- - ~ -- I -- i I 3 ~ ~ ~ I ; 1 ~ ~~ -~ ------ ~ I; i _~ I~ I i I I 1 I , ICI j ~~ -~I`~I I~ ~ - ~ ~ ~ ~,:- 1 J t''~ ~ i;.; I11 ~ 1 1 4 ' j { { l I I • I I I / - - {D . ~ I ( 1 1 ~~ ! i j ~ , ( ( ! I I i' ~ t~ I i l I ~s ;~ ~l-• '~ 1-. I I i ~' I I ; I i I I . I 1 ,_ , j I I i I r>>.. ~ . I I ~ j I i ' I I i ~' 1 ! ~! ~ I ! I j I i ~ : j, I I I i i l i! I i i !( I I I j I j t l! ; I{ e i ~ I , ~ ~~I ~~I~ 1 I I I l I j ~ I i I , ' I j j 1.,~ i : ( ! t i I I. 11 ' ~ ~~'` ~'~ I c~ ~ ~ I I I I I ~ ~ I I I1;' I ~ I j 1 I ( ! ~ I I I ; ti! 1 , 1 1 , i i i j j i f i ~ ~ ! _ '_ I~ ~ i N i _ ! I I j ! I I" i I I ( i ' 1 ' ' i I' ~ ' I ; I I j I i I I I ~ I I • ` i I i~ i i I i .1 I : 1 I r t ~-I t I I ! I I __1 ~ ,~' I I t ' I i +__ - - I I ~ I~ ~ _ ~ I I t I 1 I I j , ' ~' ~ i i i ' I ~ .. i - _ Ell ~~ ~ '. n~ - ` ~ ~ I ~ ~ I-_L ~ i I i + , I ' ' I i I I - _ _ ! ~_-- Y '-f1 -- ,~ -- ~ i - ~ - ~_._ ~~ ~ I ~ _ { ! I I I I I , ' i I ~ G ~ ! 1 ~ _. - . -~= --- _ ._ - . i • FMS IooC ~.a ~ Z. s .... ..-- -- • . t= ; • ~ ; 00.. - . -' - -. -~ . i , - --- -- - ~ -- - ---,- - -- . - i j I ~ 1 . • . >:~ ~~~.~ CITY OF SflRflTOGfl HEF2ITflGE PRESERVATION COMMISSION HGENDfl DRTE: ,Wednesday, November 5, 1986 - 3:00 p.m. PLHCE: Saratoga Community Library Meeting Roots 13560 Saratoga R~enue, Saratoga TYPE= Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGRNIZRTION A. Roll Call B. flppro~al of minutes of 10!15!$6 and 10lZZ/86 II. OLD BUSINESS fl. Discussion on lJarner-Hutton House B. Discussion on heritage resource inventory • III. NEW BUSINESS IU. RDJOURNMENT • • CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION MINUTES DATE: Wednesday; October 15; 1986 - 3:00 P.M. PLACE: Saratoga Community Library Meeting Room; 13560 Saratoga Avenue; Saratoga TYPE: Regular Meeting I. ROUTINE ORGANIZATION A. Roll Call Present: Landsness. Tvrrell. Koeoernik. Ansnes Absent: Heid. Cameron. Voester (all excused) Staff: Young • B. Approval of minutes of 10/1/$6 M/S KOEPERNIK/TYRRELL to approve minutes as submitted. Carried 3-0. II. NEW BUSINESS A. Review of Village Plan S. Landsness gave a brief background on the status of the plan. V. Young stated the plan now needed to be reviewed by tfi'e Planning Commission and City Council. R. Tyrrell expressed concern that the Heritage Commission have a chance to review it and make recommendations on it to Council. B. Review of Certified Local Government Program The Commission discussed the benefits of participating in the grogram; particularly the possibility of obtaining funding for preservation-related oroiects in Saratoga. V. Young said she thought the City could oarticioate at the "threshold" level. M/S ANSNES/KOPERNIK to direct Staff to proceed with the application to oarticioate in the grogram. Carried 4-0. • C. Discussion of Heritage Inventory V. Young stated that in order to oarticioate in the CLG grogram; the City's survey would need to be done in accordance with state • HERITAGE PRESERVATION MINUTES - OCTOBER 1; 1986 standards and on state survey forms. She said she had contacted the State Office of Historic Preservation and that they would be _ sending a survey workbook and blank forms.. The Commission then decided to go ahead and continue work.ino on the survey. They also decided to add the Warner-Hutton house as inventory item #76. Under discussion on the Warner-Hutton house, S. Landsness said the Council would be discussing it at the meeting that evening. The Commission discussed the possibility of setting uo a non-profit foundation to support and maintain the house. III. ADJOURNMENT The meeting was adiourned at 4:35 o.m. The next regular meeting will be held on Wednesday; November 5; 1986 at 3:00 D.m. Respectfully Submitted. . Valerie Young Secretary • 2 • CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION MINUTES DATE: Wednesday, October 22 - 1986 - 2:30 P.M. PLACE: Saratoga Community Center Arts and Crafts Room TYPE: Special Meeting I. ROUTINE ORGANIZATION A. Roll Call Present: Landsness, Ansnes, H;oepernik, Voester, Tyrrell Absent: Heid, Cameron, (both excused) Staff: Young II. NEW BUSINESS • A. Discussion of Warner Hutton House S. Landsness gave a brief background on the status of the house and said that it was discussed at the Council meeting on October 15. She said the Council decided to schedule a public hearing on what to do with the house for November 19, 1986. The Commission then discussed the need to generate support and interest in the house. There was consensus that the Commission should prepare a letter to the Council with a recommendation on the location of the house. Work tasks regarding the oral presentation and visual aids for the 11/19 Council meeting, contacting foundations and service organizations, letters to newspapers, etc. were then set up and assigned to various Commissioners. Discussion on this item will be scheduled for the next Commission meeting on November 5, 1986. III. ADJOURNMENT The meeting was adjourned at 3:50 p.m. The next meeting will be held on Wednesday, November 5, 1986 at 3:090 p.m. in the Saratoga Library Meeting Room. Respectfully Submitted, i - Valerie Young Secretary State of California -The Resources Agency Ser. NO. DEPARTMENT OF PARKS AND RECREATION HAGS HAER LOC SHL No. NR Status J UTM: A C • HISTORIC RESOURCES INVENTORY e D • IDENTIFICATION -~ 1. Common name: 2. Historic name: _. I 3. Street or rural address: City ~ ZiP County 4. Parcel number: 5. Present Owner: Address: ~ • City '~ Zip Ownership is: Public Private 6.. Present Use: .- ' Original use• ,: DESCRIPTION . 7a.. Architectural style: _ • 7b. .Briefly describe the present physics/appearance of the site or structure and describe any major alterations from its ~ original condition:. i 8. Construction date: Estimated Factual 9. Architect 10. Builder 11. Approx. property size .(in feet) Frontage ~ Depth or approx. acreage. 12. Date(s) of enclosed photograph(s) DPR 523 (Rev. 11/85) - 13. Condition: Excellent -Good Fair Deteriorated No longer in existence 14. Alterations: .15. Surroundings: (Check more than one if necessary) Open land __Scatte~ed buildings Densely built-up Residential .Industrial Commercial Other: 16. Threats to site: None known _Private development Zoning Vandalism .. Public Works project Other: - 17. Is the structure: On its original site? Moved? Unknown? 18. Related features: SIGNIFICANCE 19. Briefly state historical and/or architectural importance (include dates, events, and persons associated with the site.) 20. Main theme of the historic resource: (If more than one is '~ checked, number in order of importance.) • Architecture Arts & Leisure Economic/Industrial -Exploration/Settlement Government .Military Religion Social/Education 21. Sources (List books, documents, surveys, personal interviews '"" and their dates). ,w - 22, Date form prepared _- By (name) Organization Address: City Zip Phone: ' Locational sketch map (draw and label site and surrounding streets, roads, and prominent landmarks): NORTH State of California -The Resources Agency DEPARTMENT OF PARKS AND RECREATION MASTER FILE HISTORIC RESOURCES DATA ENCODING SHEET NOTE: The numbers in parentheses indicate either the number of characters (letters, numbers, punctuation marks, spaces) that may be entered or the number of lines that may be checked. ~. Ser. No. - - 10. Registration Status (1): City Zip (4) Form No. (1-4) Prop. No. (0-4) 1) listed -date (6) / / 4) ma become el' 'bl USGS Quad Map No. (4) 2. UTM Zone (2) Easting (6) Northing (7) A B C D 3. Property Name: Common Name (30): Historic Name (401: ,,: Parcel No, (0-17) 4. Address: - Y igi e _2} determined eligible - _5) eligible local fisting year (2) _6) ineligible for above _3) appears eligible ,7) undetermined 11. Property Given Registration Status as (1): _1) part of district _2) individual property ,_3) both of above - 12. NR Class Category (1): ~) district - No. of properties (0-31 _2) site _3) building .4)structure `5) object 13. Other Registration (0-9) umber (0-5) Street Name (4-20) _71Historic Am. Blg. Survey -6) Cal. Historical Landmark _.2) Historic Am. Eng. Rec. _7) County Pt. of Hist. Interest Nearest Cross Street (0-20) _.31 National Hist. Landmark_8) Local Listing _4) State Historic Park _9) County/Regional Park City/Town (3-20) ^5) other Vicinity of Zip code (5) City/Town (J) 14. Property Attributes: County 3-letter designator (3) 5. Type of Ownership (1-7): 1) unknown 2) federal 3) state 4) private 5) county 6) city 7) special district 6. Present Use (1-6): _7) unknown _21 commercial 3) residential 4) private non-comm. 5) public 6) none ~- 7. Year of Initial Construction: Individual Property (4) District (8) - 8. Architect(s) (0-25): Builder(s)(0-25): Year of Survey (2): _.1) unknown -22) lake/river/reservoir _2) sing. family prop. -23) ship -31 mutt. family prop. -24) lighthouse -4) ancillary blg, _25) amusement park -5) hotel/motel _26) monument/mural/gravestone ._6) comm. blg. 1-3 st. .27) folk art _ 7) comm. blg, over 3 st. _28) street furniture _. 8) industrial blg, _29} landscape architr. _ 9) public utility blg. _30) trees/vegetation _10) theatre ^31) urban open space _11) engineering struct. _32) rural open space _12) civic auditorium _33) farm/ranch _13) cmnty cntr/soc. hall"' _34) military property _14) government blg. .35) CCCNVPA structure _15) educational blg. .36) ethnic minority property _16) religious blg. ethnic group (5-20) _17) R/R depot -18) train -37) highway/trail 19) bridge _38) women's property -20) canal/aqueduct 40) cemetery ..21) dam -39) other 15. Architectural Plans and Specifications: Yes No DPR 660 (Rev. 12/83) ;i t~ Nat1011a1 TY1lSt for Historic Preservation .r .. ~~ Gr/uj "/,/ Mwr.". Hm~.y .~ )f ~~ 1~ 1785 MASSACHUSETTS AVENUE, N.W. WASHINGTON, D.C. 20036 (202) 673-4000 Summary of Provisions, Affecting Historic Preservation in the Tax Reform Act of 1986 As approved by the House and Senate Conferees on August 16, 1986, the legislation would make a number of changes that would affect investment in historic buildings and the activities of historic preservation organizations. These changes are summarized below. This information is based on the latest available Congressional documents and is subject to change. Marginal Tax Rates The bill revises and lowers the marginal tax rates for both individuals and corporations. For individuals, the current fourteen tax brackets ranging from.ll to 50 percent are replaced by two brackets. For joint returns, the brackets are: $0 - $29,750 15 percent Above $29,750 28 percent An additional tax of 5 percent is imposed on taxable income in excess of $71,950 (joint returns) until upper income taxpayers' benefit from the 15 percent bracket is eliminated. The changes to the individual tax rates are effective for tax year 1988. In 1987, a four bracket rate structure will be in effect with a top rate of 38.5 percent. The legislation taxes corporations at a graduated rate with a top rate of,_34 percent. This compares to the current top rate of 46 percent. Capital Gains Preferential tax rates for the portion of the gain resulting _ from the sale of capital items (such as real estate) are . repealed. Therefore, capital gains will be taxed at no greater than the top individual tax rate of 28 percent. Currently, capital gains are taxed at a maximum rate of 20 percent. -2- Real Estate De reciation • Residential rental real estate is subject to a 27.5 ea depreciation period. The legislation sets a 31.5 year r period for nonresidential real estate. This is in-contrast to the current 19 year depreciation period (up from 15 years _ _ in the 1981 Economic Recovery Tax Act). Depreciation will have to be taken using the straight line method (i.e. in equal parts each year) as opposed to the current option of using accelerated methods in certain cases. Taxpayers using the rehabilitation tax credits are already limited to using the straight line method. Rehabilitation Tax Credits ` The legislation retains the rehabilitation tax credits in a modified and reduced farm. The current 25 percent historic rehabilitation tax credit.is reduced to 20 percent and taxpayers will be required to reduce their basis in the property (acquisition cost plus capital improvements minus depreciation deductions already taken) by the full amount of the credit prior to calculating their post-rehabilitation depreciation allocoances. Currently, taxpayers are only required to subtract one-half of the amount of the credit. The two nonhistoric rehabilitation credits are combined into • a single 10 percent credit for the rehabilitation of nonhistoric buildings built prior to 1936. Thus, buildings built between 1936 and 1955 which are currently eligible for a credit, will no longer be eligible. Taxpayers using the 10 percent credit will also have to adjust their basis by the full amount of the credit. „ These changes are effective for all property placed into . service (in a condition ready for use or put into use) on or after January 1, 1987. The Conference Committee has not et released details of the transition rovisions. The legislation also alters the so-called 75 percent of the walls retention requirement. For certified historic rehabilitations, taxpayers will no longer be required to retain 75 percent of the external walls in place as external walls. The internal and external walls that would be - required to be retained will be determined exclusively by the National Park Service as part of its certification process. For nonhistoric rehabilitation, the legislation applies the present alternative test for walls retention as _ the exclusive test for meeting the walls retention _ requirement. This rule requires the retention of at least: (1) 50 percent of the external walls as external • walls, and ~` -3- ~ (2) 75 percent of the external walls as either • external or internal walls, and (3) 75 percent of the existing "internal structural framework". ._ The Internal Revenue Service has not yet issued regulations ` that further define. this requirement. Changes in the walls retention requirement apply to property placed in service on or after January 1, 1987. Other requirements for the historic and nonhistoric credits .are not changed including the prohibition on the use of the nonhistoric credit for residential rehabilitation, the substantial rehabilitation test and the certification requirements. Finall"y, the legislation limits the amount of tax liability that a taxpayer can offset by use of the rehabilitation credits to $25,000 plus 75~ of tax liability over $25,000. This change is effective for tax year 1986 and represents a reduction from the current 85$ limitation. Low-Income Housin • The legislation creates a new three tier tax credit for the construction, rehabilitation, and acquisition of low-income housing. This credit replaces the current allowance of five-year amortization of certain costs associated with low-income housing rehabilitation under Section 167 (k) of the Internal Revenue Code. A credit of up to 9 percent a year for 10 years is provided for the construction or rehabilitation of low-income units. This credit is reduced to a maximum of 4 percent for 10 years if the project is financed with tax-exempt bonds or similar federal subsidies. A credit of up to 4 percent a year for 10 years is provided for the acquisition of low-income housing units. The legislation, sets income limits for the assisted units. In addition, the credit is state by state use cap based on population. credit sunsets on January 1, 1990. Passive Activity Rules occupants of the subject to a Finally, the The legislation prohibits noncorporate taxpayers from using deductions and credits derived from passive activities to offset income and tax liability resulting from other income such as salary, interest, dividends and non-passive investments. ~ 4 -4- Passive activities include investments where the taxpayer does not materially participate and any rental activity. • Limited partnership investments in ..real estate are considered passive investments. Other investors are considered passive if they are not involved in a project on a regular, continuous and substantial basis or if the investment is a rental activity. _ Deductions and credits from passive investments may be used to offset income from passive investments. For purposes of computing the use of passive deductions and credits, all of a taxpayer's passive. activity income, deductions and credits - i are pooled. Unused passive deductions and credits may be carried forward (i.e. used in future years) and can be applied against gains=-on disposition of an investment. This rule is effective for all deductions, credits and income regardless of when the investment was made. Deductions from investments made in the past that are now considered passive activities are subject to the limitations. The rehabilitation credit and the low-income credit are partially exempt from the passive activity rules. Taxpayers may use the low-income and rehabilitation credits to offset - taxes owed on up to $25,000 of non-passive activity income each year regardless of whether they are material participants. Thus, at the top marginal rate of 28 percent, taxpayers may use up to $7,000 of rehabilitation and • low-income credits to offset taxes on non-passive income. This credit use is in addition to credits that a taxpayer uses to offset taxes owed on passive income. This partial exemption phases out for taxpayers who earn between $200,000 and $250,000. Each two dollars of income _ over $200,000 reduces the $25,000 exemption amount by one dollar. Thus, taxpayers earning more than $250,000 may only use the rehabilitation and low-income credit to offset taxes owed on passive activity. income. Taxpayers who actively participate in rental real .estate activities may also use deductions to offset up to $25,000 of non-passive activity income each year. Active participation involves making management decisions such as tenant approval, establishing rental terms and approving repairs and improvements. This $25,000 limit phases out for taxpayers with incomes between $100,000 and $150,000. For those who both actively participate in rental real estate activities and use the rehabilitation or low-income credits, the total offset against non-passive income is $25,000. -- - The passive activity rules are effective for tax year 1987. However, investments made prior to the date of enactment are subject to a phase-in of the rule. For 1987, 35 percent of passive deductions and credits are subject to the • limitations. For 1988, 60 percent are subject. For 1989, •h• -5- .. 80 percent are subject and for 1990, 90 percent of passive • credits and deductions are subject_to the rules. For 1991 and after, the rule is completely effective for pre-enactment investments. Limitation on Interest Deductibility ~. The legislation limits the amount of nonbusiness interest costs that may be deducted by noncorporate taxpayers to an amount equal to: (1) net investment income, lus (2) interest on a taxpayer's principal residence, lus (3) interest on a second home. Interest on loans for first or second homes is not deductible in excess of the purchase price lus the cost of any improvements except if used for educational or medical expenses. Consumer credit interest will no.longer be deductible. Interest costs from taxpayers' participation in so-called passive investments such as limited partnerships are not • included under the new limit except for those costs that are allowed to be deducted under the passive loss phase-in rules. P At-Risk Limitations The bill ends the ability of taxpayers investing in real estate limited partnerships to take tax gains, losses and depreciation deductions for amounts exceeding the taxpayers' cash investment if those amounts are borrowed from other than third party lenders. Currently, taxpayers investing in a real estate limited partnership may take tax deductions and other benefits on the basis of their share of the- partnership without regard to whether their share involves cash they have,. invested in the partnership or are funds borrowed from a general partner, seller of the property or third party. Charitable Contributions _ _ The legislation continues the charitable contribution deduction for taxpayers who itemize their deductions. For taxpayers who do not itemize their deductions, the deduction for charitable contributions ends after tax year 1986. • - .' -6- Contributions of appreciated property also remain fully • deductible for itemizing taxpayers. Thus, the contribution of,a historic building would continue to be valued at its current market value rather than at its-cost (basis). However, the application of the minimum tax provissons may affect the actual ability of a taxpayer to take full advantage of these deductions in the year of a donation (see below). Easements The legislation does not change the authority of taxpayers to deduct the value. of qualified conservation easements donated to qualified organizations. Thus, easements on . historic buildings may still be donated to preservation groups with the taxpayer taking as a charitable donation an amount equal to the difference in value of the property before and after an easement donation. Industrial Develo ment Bonds The bill retains the availability of small-issue industrial development bonds (IDBs). These bonds, which are issued by governmental entities for the did of private or non-profit entities, will continue to fall under state by state dollar • volume limitations. In addition, more types of tax-exempt financing come under these limits causing greater demand for fewer bond dollars. Minimum Tax The minimum tax will continue .to operate as an alternative tax for those taxpayers who make use of many items that are considered tax preferences. In.order to determine possible minimum tax liability, taxpayers take their taxable.:.income and add to it tax preference income that is considered deductible in the regular tax. If the tax owed on this pool of income under the minimum tax rate is higher than the tax otherwise owed under the regular tax rate, the-taxpayer pays the minimum talc. The legislation increases the minimum tax rate from the current 20 percent~to 21 percent and the range of items subject to the minimum tax would be increased. As under ~.= current law, the rehabilitation tax credit cannot be used to offset minimum tax liability. Several items that are not currently considered as items of tax preference are considered as such under the legislation. The excess of regular depreciation (27.5 or 31.5 years for • real estate) over so-called alternative depreciation (40 ,~ 1 •~ i -7- years for real estate) is considered an item of tax preference. Another item of preference is the losses from passive investments. The legislation also treats interest on certain tax exempt bonds as items of tax preference, including small-issue industrial development bonds: .The legislation treats the excess of the current market value of donated property over its cost (basis) as an item of tax preference. For example, if a taxpayer donates a historic building with a basis of $100,000 and a current market value of $150,000, the taxpayer will have, for purposes of computing minimum tax liability, $50,000 in tax preference income. Ian D. Spatz August 18, 1986 • i• CITY OF SRRRTOGR HERITAGE PRESERVATION COMMISSION HGENDR DATE: Wednesday, October 15, 1986 - 3:00 p.m. PLACE: Saratoga Community Library Meeting Room 13650 Saratoga Avenue, Saratoga TYPE: Regular Meeting -------------------------------------------------------- I. ROUTINE ORGRNIZATION A. Roll Call B. Approval of Minutes of lOllt86 II. NEW BUSINESS R. Review of Village Plan ~, B. Review of Certified Local Government Program C. Discussion on Heritage Inventory III. ADJOURNMENT. I ~ • - 1 • DATE: Wednesday, October 1, 1986 - 3:00 P.M. PLRCE: Saratoga Community Library Meeting Room, 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting I. ROUTINE ORGANIZATION A. Roll Call Present: Tyrrell, Heid, Cameron, Koepernik, Ansnes (4:40) Absent: Voester and Landsness (both excused) • Staff: Young B. Approval of minutes of 9/3/86. M/S Cameron/Tyrrell to approve minutes as submitted. Carried 4-0. I. OLD BUSINESS _- A. Review of meeting with Planning Commission, 9/lfi/86. The Commission discussed the joint meeting with the Planning Commission. W. Heid felt the meeting was successful and that there. was good dialogue. N. Koepernil~, expressed concern about limiting bed and breakfast establishments just to the Village area. R. Cameron said he understood where the Planning Commission was coming from and that the compromise was necessary. W. Heid suggested a policy statement could be adopted by the Council to not let the location issue drop, that it could be looked at again in 2-3 years. V. Young stated that Planning staff was now working on the. bed and breakfast ordinance, and the City Attorney was working on the "finding" for relief. from development standards for designated heritage resources. . R. Cameron felt the Commission should review the Village plan proposal recently reviewed by the Village Task • Force, and that S. Landsness should report to. the Commission on its content and progress. V. Young said`._ she would see if copies could be made available and i u HERITAGE PRESERVATION MINUTES - OCTOBER 1, 1986 would put it as a discussion item on the next agenda. B. Discussion on Warner-Hutton house W. Heid said that the Rotary Club was investigating possible involvement in maintaining the house once it was moved. He said Councilman Don Peterson was taking the lead on this and that it might be brought up to the City Council. C. Disucssion on preservation workshop, 9/26-27 • R. Cameron stated the workshop had been very worthwhile. He discussed the certified local government program and asked staff to put it on the next agenda for discussion. W. Heid suggested working on the application right away, in order to get funding for preservation projects in Saratoga. N. Koepernik said the speakers provided good "how-to" information. R. Tyrrell suggested getting copies of the training manual to the other. Commissioners, City Council and Planning Commission. There was then extensive discussion on building code application to historic structures. D. Review of Inventory The Commission expressed concern about working on the inventory in a piecemeal fashion and discussed the possibility of hiring someone to complete it. It was decided that this item would'be discussed at the next meeting when the full Commission-was present. III. ADJOURNMENT The meeting was adjourned at .5:05 p.m. The next regular meeting will be held on Wednesday, October 15, 1986 at 3:00 p.m. Respectfully Submitted, Valerie Young Secretary • 2 _ ;.y ... f t~ f ,, ~ STATE OF CALIFORNIA -THE RESOURCES AGENCY GEORGE DEUKMEJIAN, Governor OFFICE OF HISTORIC PRESERVATION ~„`, DEPARTMENT OF PARKS AND RECREATION RECIEIVED ~ ~,~ POST Of-FICE BOX 942896 SACRAMENTO, CALIFORNIA 94296-0007 AU G 2 8 1986 (9 t 61445-8006 HISTORIC PRESERVATION PLANNING DEPT. LOCAL GOVERNMENT CERTIFICATION PROGRAM PROVIDES GRANT ELIGIBILITY The California Office of Historic Preservation is pleased to announce a new federal preservation program that significantly expands the crucial role of local governments in the protection of their cultural resources. Cities and counties with official legislation for identifying and preserving their historic architectural and archeological resources are eligible for federal status as Certified Local Governments (CLGs). Through a separate federal program, some governments already have Certified Local Ordinances that in most cases meet the requirements for CLG status. • Governments having CLG status may choose to expand their involvement in such preservation programs as nominations to the National Register of Historic Places, review of building rehabilitation-plans for investment tax credits, and environmental review of projects having federal involvement. Qualified staff or consultants at the local level, working with this office, could expedite the review of these program components and provide the local perspective in project development. -s Local governments that have achieved CLG status are also eligible to apply for funds from the Historic Preservation Fund. Congress has established a pass-through grant program whereby at least ten percent of California's annual federal grant for statewide historic preservation is distributed on a competitive basis to CLGs for local preservation programs. Local preservation groups can. use the CLG program as a method of organizing local planning efforts involving existing cultural resources. There is no deadline for applying for CLG status. However, a government must already be certified in order to apply for the CLG grant funds by the grant application deadline of December 1 of each year. The certification review period includes up to 45 days for this office's review and fifteen days for official federal certification. The grant application is a separate form from the certification application. .-. If you have any questions on this program or on the attached certification application form, or you would like to request a grant application form or further information on preparing a local preservation ordinance, please contact Connie Finster of my staff at (916) 322-9608. -~---- Saratoga ; ~;;n : , ~~ tJePartment . nut2,1 I Date Kathryn Gua~tieri State Historic Preservation Officer 8/86 ,_;,, .~.., Ca!tl,r.~e!I riaii~li~"o !?_uair -~Mr,;~ _~.-VJ~.I J° _-Yo~.ng ~~eturn to / Filr ~ .~. CERTIFIED LOCAL GOVERNMENT HISTORIC PRESERVATION PROGRAM • CERTIFICATION APPLICATION The City _County of requests certification of its historic preservation program in accordance with the Procedures for Certified Local Government Historic Preservation Program of the State of California. We request certification at the threshhold expanded level of participation. - Enclosed are: Copy of the local historic preservation legislation (ordinance, etc.) Copy of local government charter, with description of the boundaries administered Resumes for each of the members of the historic preservation commission Names, resumes, and phone numbers, where appropriate, of staff members responsible for administration of the historic preservation program for commission or local government • If begun, evidence of cultural resources survey(s) performed in the community, with information on the progress and future intended uses of the survey Brief explanation of activities proposed by the local government to provide the state with preliminary information on suygested work functions for the selected level of participation Brief description of how this. local government meets .each of the requirements listed in the Procedures (pages 3-6, I-IV) Resolution adopted authorizing application for Certified Local Govern- ment status and specifying title of person authorized to sign program documents and agreements Certification Agreement signed by authorized local official (four signed copies) I assure the State of California that this government fulfills and shall fulfill all the requirements of the certification standards. t' ., • SAMPLE RESOLUTION--CLG CERTIFICATION APPLICATION A resolution from the CLG's governing body must accompany the application. This sample shows a resolution to be passed by a city council. Simple changes will make it applicable to any governing body. RESOLUTION NO. RESOLUTIUN OF THE CITY COUNCIL CITY OF APPROVING THE APPLICATION AND CERTIFICATION AGREEMENT FOR THE CERTIFIED LOCAL GOVERNMENT HISTORIC PRESERVATION PROGRAM WHEREAS, the Congress under Public Law 89-665 has authorized the establish- ment of a Certified Local Government Historic Preservation Program; and WIIEREAS, the State Department of Parks and Recreation is responsible for the administration of the program within the state, setting up necessary rules and procedures governing application by local agencies under the program; and WIIEREAS, said adopted procedures established by the State Department of Parks and Recreation require .the applicant to certify by resolution the approval of applications prior to submission of said applications to the 'state; NOW, THEREFORE, BE IT RESOLVED that the City Council hereby: 1. Approves the filing of an application for certification under the Certified Local Government Historic Preservation Program; and 2. Appoints the (title) or his authorized deputy as agent of the city to coordinate, process, and execute all contracts, agreements, amendments, and ancillary documents within the scope of the attached application for certification. • 8/86 r. .. • • 1' 2 3 4'~ 5~ s'~I 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 COURT PAPER 6TAT[ 01 CA L110[NIA STD. 1 13 1 NEV. 0.721 BS 7789 8/86 STATE OF CALIFORNIA Department of Parks and Recreatior. National Historic Preservation Act of 1966 Certified Local Government Program CERTIFICATION AGREEMENT Participant: Recitals: 1) The Participant agrees to execute and administer a program for the identification and protection of historic architectural and archeological resources throughout its jurisdiction according to the terms contained in the State of California's "Procedures for Certified Local Government Historic Preservation Program" ("Procedures"), incorporated herein as Exhibit A, as approved by the National Park Service, Department of the Interior, according to the provisions of the National Historic Preservation Act of 1966, as amended in 1980 (16 USC 470; Public Laws 89-665 and 96-515). 2) This agreement shall begin on the date it is signed by the State Historic Preservation Officer (SHPO), and shall remain in effect unless the Participant requests decertification as a Certified Local Government or is decertified by the SHPO, pursuant to the Procedures. 3) The Participant shall meet the provisions of the Threshold Level of Participation delineated in the Procedures: enforce appropriate state and local 'legislation for the designation and protection of historic properties; establish an adequate and qualified historic preservation review commission ("Review Commission") by local law; maintain a system for the survey and inventory of historic properties; provide for adequate public participation in the local historic preservation program, including the process of recommending properties for nomination to the National Register of Historic Places ("National Register"); and satisfactorily perform the responsibilities delegated to it by the state. _1_ ~~ ~ , r~ ~. 1 2 3 4 5 6 7 8 9 10 ', 11 12 13~ 14 15 16 17 18 19 20 21 22 23 24 25 2s 27 . COURT PAPER 6TwT[ O- CALI-011NIA STD. 113 IREV. B•721 85 31769 8/86 4) The SHPO shall submit all recommendations for nominations to the National Register for properties in the Participant's jurisdiction to the Participant for review and comment by the Review Commission. The Participant agrees to ensure 'that the professional technical expertise related to the subject of each recommendation for nomination is either available on the Review Commission or is lobtained pursuant to the Procedures. 5) The Participant shall enforce its historic preservation ordinance, a copy '~of which is incorporated herein as Exhibit B; the Participant shall obtain the prior approval of the SHPO for any amendments to said ordinance. . I 6) The Participant and SHPO shall comply with all applicable laws, rules, and 'I regulations pertaining to the execution and administration of the terms of the Procedures. 7) The SHPO shall inform the Participant of procedures for applying for grant funds for which the Participant is eligible as a Certified Local Government. STATE OF CALIFORNIA PARTICIPANT By By State Historic Preservation Officer Authorized Representative Title Date Date 2_ ~~ F` r STATE OF CALIFORNIA • PROCEDURES FOR CERTIFIED LOCAL GOVERNMENT HISTORIC PRESERVATION PROGRAM INTRODUCTION The 1980 amendments to the National Historic Preservation Act of 1966 provide for the establishment of a Certified Local Government (CLG) Program. This program allows for direct local government participation in California's comprehensive statewide historic preservation plan. The CLG Program encourages the preservation of significant cultural resources by promoting a partnership between local governments and the State of California. Local involvement in preservation issues permits a CLG to assume a leadership role in the preservation of the community's cultural heritage and to have a formal participation in the National Register nomination review process. Local interests and concerns are integrated into the official planning and decision-making processes at the earliest possible opportunity. Preserving historic properties as important reflections of our American heritage became a national policy through passage of the Antiquities Act of 1906, the Historic Sites Act of 1935, and the National Historic Preservation Act of 1966. In part,. the National Historic Preservation Act of 1966 instructed the Federal Government to assist local governments to expand and accelerate their historic preservation programs and activities. Since enactment of the National Historic Preservation Act of 1966, the historic preservation expertise and activities of local governments have significantly increased. The act, however, provided no opportunity for local governments to be involved formally in the national historic preservation program administered by the Department of the Interior's National Park Service (NPS). Lack of formal participation by local governments often meant that historic preservation issues were not considered until development planning was well under way. This often resulted in preservation/land development conflicts. causing project delays and increasing costs. In addition, opportur5ities frequently were lost for preservation-oriented development that could satisfy both preservation and development goals. In recognition of the need to involve local .governments in historic preservation, the (980 arnendrnents to the 1966 act provided a specific role for local governments in the national program. The Secretary of the Interior (Secretary) is required by the amended legislation to develop regulations for the certification of local governments and for the allocation of Historic Preservation Fund (HPF) monies by states to certified local governments. To qualify for certification, the amended legislation specifies that local governments must have certain administrative and legal capacities. This legislation directs states with approved state historic preservation programs to develop a mechanism for the certification of qualified local governments. Once certified, a local government will be included in the process of ncimiriating properties to the National Register of Historic Places and will he eligihle to apply to the state for a share of the state's annual HPF allocation. r At least ten percent X10%) of California's annual HPF allocation shall be designated for transfer to the CLGs. CLGs receiving HPF grants shall be considered subgrantees of the state. All CLGs shall be eligible to receive funds from the CLG share of the state's local anneal HPF grant award. The state, however, is not required to award funds to all governments that are eligible to receive funds. At such time as Congress may appropriate more than $65,000,000.00 to the HPF, a different distribution formula will be in effect, resulting in a proportionately larger share to the CLGs. Historic Preservation Fund grants shall be awarded to CLGs on a 50/50 matching basis. The matching share is a requirement to maintain consistency with standard federal allocations to state and to ensure standard accountability in fiscal management. i_ocal financial management systems shall be in accordance with the standards specified in the federal Office of Management and Budget (OMB) Circular A-128 and shall also be auditable pursuant to the federal General Accounting Office's "Standards for Audit of Governmental Organizations, Programs, Activities, and Functions." The California CLG program offers local governments an opportunity for involvement in historic preservation at two levels of participation. A two-tier system of allocating HPF funds provides recognition for local governments capable of either assuming substantial responsibilities or opting for minimal participation in the program. Pass-through grant amounts shall be awarded commensurate with the level of participation by the CLG. Threshold level of participation requires the local government to satisfy the five minimum requirements identified in the Code of Federal Regulations, 36 CFR Part 6l. Supplemental allocation of funds for expanded level of participation shall. be contingent upon satisfying additional requirements. Responsibilities of the CLG shall be complementary to and carried .out in coordination with those of the State Historic Preservation Office (SHPO) as outlined in 36 CFR 61.4(b). THRESHOLD LEVEL OF PARTICIPATION Any local government is eligible to apply for certification, with the exception of regional commissions and councils of governments. . A local government is any general purpose political subdivision of California such as a city or a county. Local governments must: I. Enforce appropriate state and local legislation for the designation and protection of historic properties, 2.. Estahlish an adequate and qualified historic preservation review commission by local law, 3. Maintain a system for the survey and inventory of historic properties, 4. Provide for adequate public participation in the local historic preservation program, including the process of recommending properties for nomination to the National Register, and 5. Satisfactorily perform the responsibilities delegated to it by tl~e state. 2 r r Local governments may be certified to participate in the CLG program at the • threshold level of participation by complying with the following requirements: I. Enforce appropriate state or local legislation for the designation and orotection of historic properties: A. State enabling legislation provides for local jurisdictions to enact appropriate legislation. California Government Code Sections 65850, 25373, and 37361 enable city and county legislative bodies to provide for "the protection, enhancement, perpetuation, or use of places, sites, buildings, structures, works of art and other objects having a special character or special historical or aesthetic interest or value:' F3. Local governments are encouraged to adopt local historic preservation ordinances with provisions for designation and protection of historic and archeological resources. C. The appropriate legislation shall be consistent with the intent and purpose of the National Historic Preservation Act as amended in 1980. II. Establish an adequate and qualified historic preservation review commission by state or local law: A. Local governments must establish an adequate historic preservation review commission by local law. The commission shall include a minimum _ membership of five individuals with all members having demonstrated interest, competence, or knowledge in historic preservation. • R. Commission members shall be appointed from among professionals in the disciplines of architecture, history, architectural history, planning, archeology, or other historic preservation-related disciplines, such as urban planning, American studies, American civilization, cultural geography, or cultural anthropology, to the extent that such professionals are available in the community. Commission membership shall also include lay members who have demonstrated special interest, competence, experience, or knowledge in historic preservation, American studies, cultural anthropology, cultural geography, or other historic preservation-related disciplines. C. If a special expertise is not represented on the commission for the consideration of National Register nominations or other actions which are normally evaluated by a professional in such discipline, the local government shall obtain professional technical expertise from established organizations, institutions, public agencies, or other commissions, such as the State Office of Historic Preservation (OHP1, State Historical Resources Commission, regional archeological information centers, colleges or universities, AIA preservation officers, private preservation consultants, or regional corincils of governments. 1J. The local government must demonstrate that it has made a reasonable effort to fill positions on the commission with professional and lay members as highly qualified, and representing as diverse a range of disciplines, as possible. 3 r ' E. Commission members shall be appointed by the chief elected local official • and approved by the city council or board of supervisors. The chief elected local official shall make interim appointments to fill unexpired terms in the event of vacancies occurring during the term of members of the commission. The appointing authority shall act within sixty (60) days to fill a vacancy. Terms of office of the commission members shall be staggered and of two (2) year minimum duration (except as provided in the initiation of the commission). 1=. The commission shall meet at least four (4) times per year, with meetings held at regular intervals, in a public place, advertised .in advance, and open to the public, pursuant to the California Open Meeting Act. Written minutes of commission meetings shall be kept on file and available for public inspection. G. Each commission member is required to attend at least one informational or educational meeting, seminar, workshop, or conference per year that pertains directly to the work and functions of the commission and would be approvable by the state. The annual State Historic Preservation Conference, sponsored by OH P, provides special sessions devoted to the issues, objectives, and responsibilities of commissions. H. The commission shall publish procedural rules for registering historical properties identified in a local cultural resources survey program for the National Register of Historic Places; in accordance with the requirements in the National Historic Preservation Act, Section 101(c)(2). The procedural requirements must include standards and criteria for individual properties and districts with boundary identification, property owner • notification, public meeting format, and appeal procedures in accordance with established National Register regulations. The CLG does not have the authority to nominate properties directly to the National Register. 1. The commission shall be responsible for overseeing the compiling, recording, and updating of information on cultural resources within its jurisdiction. The information shall be based on a comprehensive survey which is conducted in conformance with state survey standards and procedures. Surveys completed prior :..to the certification of a loyal government must be done in accordance, with state standards. .l. An annual report of the activities of the commission shall be submitted to the state at the end of each calendar year. The reports shall include, but not be limited to, such information as appointments to the commission, resumes of commission members and staff, attendance records of members, official minutes of the commission meetings, revisions in the enabling ordinance if applicable, sponsorship of special programs such as educational workshops or conferences, summaries of environmental review cases requiring commission comments, new landmarks and historic districts designated, review of National Register nominations, cultural resources survey updates, and other pertinent activities performed by the commission. • 4 r, - III. Maintain a system for the survey and inventory of historic properties: The CLG shall be responsible for organizing, developing, and administering an inventory of cultural resources within the entire spatial jurisdiction of the CLG. A. The commission shall develop procedures for conducting an inventory of cultural resources. Survey activities shall be coordinated with and complementary to the state program to ensure that survey results produced by the CLG will be readily integrated into the statewide comprehensive historic preservation planning process. I. As part of any ongoing survey effort, procedural requirements must allow for periodic update of survey results on an annual basis as buildings gain maturity and as new areas are incorporated or annexed by the CLG. 2. The commission must adopt state guidelines for conducting its inventory of historic properties. State-approved inventory forms (i~PR 523), encoding sheets (i1PR 660), and the California Historic Resources Inventory Survey Workbook shall he used to facilitate integration into the state electronic data system and for statewide .• comprehensive historic preservation planning purposes. 3. Procedural standards for evaluation of properties must be consistent with the National Register of Historic Places criteria. B. The commission shall establish internal procedures to facilitate the use of survey results in the planning process by the CLG officials and • departments. The commission shall submit survey results to the CLG. Copies of the survey must be on deposit at the local planning department and OHP. See IVB(2) below for public access requirements. iV. Provide for adequate public participation in the local historic preservation program: A. The CLG shall provide opportunities__ for public participation in all responsibilities delegated to the CLG, - in accordance with appropriate regulations, standards, and guidelines. R. The CLG shall encourage public participation in local historic preservation programs. 1. Public participation shall be fully encouraged in direct involvement on the local historic preservation commission as professional or lay members. Commission meetings shall be open to the public, with published agenda and minutes in accordance with the California Open Meeting Act. The published agenda shall he mailed in advance of meetings to individuals and citizen organizations interested in the commission's activities. •. 5 4, . 2. Public participation shall he fully encouraged in the performance of the historic survey program at all levels of completion to identify and inventory significant cultural resources in the jurisdiction of the CLG. Survey results shall be of public record and on file at a public institution, except in the case of sensitive resources, e.g., archeological sites subject to vandalism. 3. Public participation and comment shall be fully encouraged in the nomination process for the National Register of Historic Places program. The CLG shall publish the procedures by which assessments of potential National Register nominations will be administered. V. Satisfactorily perform the responsibilities delegated to the CLG: A. The state shall monitor and evaluate the performance of the CLG for consistency with the identification, evaluation, and preservation priorities of the comprehensive state historic preservation planning process. I. The state shall conduct an annual review of CLGs to assure that each government continues to meet the minimal requirements and is satisfactorily performing its responsibilities. As part of this review, the state shall examine the annual reports submitted by the CLGs, records of the administration of funds allocated from the HPF, and other documents as necessary. The CLG shall make these records available to the state. ~. If the state evaluation indicates that the CLG no longer meets the minimal requirements or that in any other way a CLG's performance is not satisfactory, the state shall document that assessment and recommend to the local government steps to bring its performance up to a satisfactory level. The CLG shall have a period of not less than 30 nor more than 180 days to implement improvements. If the . state determines that sufficient improvement has not occurred, the state shall recommend decertification of the local government to the Secretary, citing specific reasons for the recommendation. Performance shall be~ deemed unsatisfactory if one or more of the following conditions exist or is applicable: a) the commission fails to perform its delegated responsibilities within established tune periods; h) the CLG fails to coordinate its responsibilities with the state; cl the commission substantially fails to maintain consistency of its design review decisions with the Secretary's standards for historic preservation; d) the CLG fails to maintain a qualified historic preservation review commission membership or fails to acquire the appropriate expertise for review and comment; e) the CLG fails to enforce the provisions of the local preservation ordinance; f) the CLG fails to comply adequately with proper fiscal management of HPF grants in accordance with OMB circular A-128, the Single Audit Act of 1984, and the National Register Programs Manual. f3. The state shall conduct financial assistance close-out procedures pr~rsuant to the N_a_tio_n_al Register Programs Manual when a local govc~rrunent is decert i f.i ed. i 6 V' C. CLGs may petition OHP to be decertified voluntarily and without prejudice. 17. The State shall identify specific responsibilities delegated in common to all CLGs. E. The rLG may assume certain responsibilities of recommending properties identified in the CLG jurisdiction to the National Register of Historic Places. 1. The SHPO shall have the sole responsibility of nominating National Register properties directly to the Secretary. 2. Selection of properties for nomination to the National Register shall be based on the results of the local survey program. 3. Procedural guidelines shall specify the process for accepting application requests, property owner notification, public hearing announcements, and coordination with the state. 4. All meetings shall be open to the public at specified intervals and must be in accordance with the California Open Meeting Act. Published agenda and minutes of the public meetings shall be on file with the commission and the state. 5. Decisions of the commission must be presented to the applicant, the .~ property owner, and the state in writing with specific reference to the selected National Register criterion and the appropriate level of • significance. The commission shall consider all National Register applications exclusively in accordance with the National Register criteria. Membership of the commission must include or have access to qualified experts knowledgeable in the subject area submitted for review. F~. The CLG shall establish procedures for the National Register nomination process consistent with the requirements in the National _ Historic Preservation Act, Section 101(c)(21. a. Subsection 101(c)(2)(A) states that "Before a property within the jurisdiction of the certified local government may be considered by the State to be nominated to the Secretary for inclusion on the National Register, the State . Historic Preservation Officer shall notify the owner, the applicable chief local elected official, and the local historic preservation commission. The commission, after reasonable opportunity for public comment, shall prepare a report as to whether or not such property, in its opinion, meets the criteria of the National Register. Within sixty days of notice from the State Historic Preservation Officer, the chief local elected official shall transmit the report of the commission and his recommendation to the State Historic Preservation Officer. Except as provided in subparagraph (Bl, after receipt of such report and recommendation, or if no such report and recommendation are received within sixty days, the State shall • 7 U make the nomination pursuant to Section 101la). The State may expedite such process with the concurrence of the certified local government." b. Subsection 191(c)(2)(B) states that "If both the commission and the chief local elected official recommend that a property not be nominated to the National Register, the State Historic Preservation Officer shall take no further action, unless within thirty days of the receipt of such recommendation by the State Historic Preservation Officer an appeal is filed with the State. If such an appeal is filed, the State shall follow the procedure for making a nomination pursuant to Section lOl (a). Any report and recommendations made under this section shall be included with any nomination submitted by the state to the Secretary. 7. By mutual written agreement with the local governing body, the state may delegate additional responsibilities to the CLG. EXPANC)ED LEVEL OF PARTICIPATION Local governments may participate at the expanded level of participation by complying with all responsibilities required at the threshold level of participation. By mutual written agreement with the local governing body, the state may delegate additional responsibilities to the rLG. Local governments may be certified to participate in the program at the expanded level of participation by fulfilling selected elements of the following requirements: i. State enabling legislation provides for local jurisdictions to enact appropriate legislation. The CLG shall adopt a historic preservation ordinance with the following provisions: T, .q. Declaration of Policy - A statement of .purpose should clearly recite the reasons for enacting the ordinance and specifically contain a general welfare clause illustrating that historic preservation is in the public interest. The policy declaration shall also describe the public benefits possible for the CLG gained through educational, cultural, aesthetic, social, and economic enhancements from historic preservation. U B. Preservation Commission -The ordinance shall authorize the creation of a historic preservation commission. Provisions of the ordinance must include specific guidance in the membership composition, qualifications, compensation, appointments, powers, and terms of office of the commission. The commission staffing, budgeting, rule-making authority, and legal jurisdiction overseeing historic preservation activities must be well defined. The ordinance shall give the commission- authority to promulgate its own operating rules (by-laws). Rules of procedure adopted by the ~~mmission shall he available for puhlic inspPCtion. ThP area of geographical authority for the commission shall be coterminous with the boundaries of the local jurisdiction. r" ..• C. Historic Survey and Registration -The ordinance shall include provisions for the compiling, updating, and maintaining of an inventory of historic resources located within the jurisdiction of the CLG. The ordinance must also clearly delineate procedures for evaluating and registering both individual historic properties and historic districts. D. Penalties and Severability -Strict criminal and civil penalty provisions must be included to ensure enforcement capability and credibility. Severability shall be included to protect against the disallowance of the total ,ordinance in the event that one section is determined to be unconstitutional or otherwise invalidated. E. Operational Definitions -The ordinance shall include precise definitions of such terms as preservation commission, historic districts, eligibility criteria, alteration and improvement standards, demolition stays, and other preservation terminology to help clarify and define administrative procedures. II. The CLG may adopt a historical preservation element for the local jurisdiction's General Plan, as authorized by the Califomia Government Code. The CLG, in conjunction with the state, shall establish procedures for implementation of the element. III. The CLG shall participate in the environmental review of local projects in accordance with the requirements under the California Environmental Quality Act. The commission may review and comment on permit actions affecting significant listed historic properties and other resources eligible for listing, in accordance with local ordinance requirements and with the California Environmental Quality Act. Procedural guidelines should include standards for • demolition stays, design review criteria, anti-neglect requirements, and appeal strategies. IV. The CLG may participate in the review and comment on historic preservation certification applications for tax incentives. The CLG and state may establish procedures for implementation of the investment tax credit program at the local level in conformance with The Secretary of the Interior's Standards for Historic Preservation. V. The CLG may develop educational programs promoting historic preservation at the local level such as, but not limited to, sponsorship of preservation workshops, publication of preservation information, organizing preservation fairs, conducting walking tours, and preparing preservation curricula for schools. VI. Commission members may act in an advisory capacity to other officials and departments within the local government and act as a liaison on behalf of the CLG to individuals and organizations concerned with historic preservation. VII. The CLG may participate in the Mills Act property-tax relief program for owners of historic properties. . VIII. The CLG may participate in the Marks Historical Rehabilitation Act for issuance of tax-exempt industrial development bonds, providing that the commission shall serve as all or part of the required citizen advisory board. • 9 ~, IX. By mutual written agreement with the local governing body, the state may delegate additional responsibilities to the CLG. • ' CERTIFICATION OF LOCAL GOVERNMENTS State shall provide a mechanism for certifying local governments to participate in the CLG program. Local governments may submit applications for certification at any time. Application requests shall be submitted by the chief elected local official. 1. The chief elected local official shall request certification from the state in writing, with specific reference to threshold or expanded level of participation. The official request for certification shall include: A. A written assurance by the chief elected local official that the local government fulfills and shall fulfill all the requirements of the certification standards, B. A copy of the local historic preservation legislation and a copy of the local government charter, with description of the boundaries administered by the local jurisdiction, C. Resumes for each of the members of the historic preservation commission, D. Names and resumes, where appropriate, of staff members responsible for administration of the historic preservation program for the commission or • local government, E. Lf begun, evidence of a cultural resources survey performed in the community, with information on the progress and future intent of the survey, and F. A brief explanation of activities proposed by the local government to - provide the state with preliminary information on suggested work functions. 2. The state shall respond to the chief elected local official within forty-five (45) days of receipt of an adequately documented written request. 3. A committee of SHPO staff .members shall review the certification applications to determine the local government's ability to meet state requirements for the CLG program at either the threshold or expanded level of participation. SHPO concurrence shall be required for final approval of certification of a local government. 4. When a local government's certification request has been approved in accordance with the state's approved certification process, the state shall prepare a written certification agreement for presentation to the local govemm ent. A. The certification agreement shall identify the minimum required responsibilities of the local government when certified. The agreement shall also include any additional responsibilities delegated to the CLG. ~J 10 r ~+ B. State shall forward to the Secretary a copy of the approved request and the certification agreement. • C. If the Secretary does not take exception to the request within fifteen (15) working days of receipt of the state's request, the local government shall be regarded as certified by the Secretary. D. The delegation of responsibilities assigned to the CLG may be modified by amending the certification agreement with approval of the Secretary. TRANSFER OF GRANTS TO CERTIFIED LOCAL GOVERNMENTS At least ten percent of California's annual HPF allocation shall be transferred to CLGs for implementation of eligible activities which promote the identification, evaluation, nomination, and preservation of their communities' significant cultural resources. Specific activities may include, but not be limited to, adoption of local preservation-related legislation, development of public education programs, establishment of comprehensive communitywide historic preservation plans, nomination of properties to the National Register, administration of a preservation revolving fund, implementation of a permanent administrative staff position responsible for preservation activities, and publication of literature on historic preservation. CLGs may not use HPF grants for the acquisition, development, maintenance, or operation of historic properties. In addition, transferred monies shall not be applied as matching share for any other federal grant or for lobbying purposes. • Any state-directed specific uses of HPF funds shall be for activities for which the state would be eligible for HPF funding, and which are consistent with the state comprehensive historic preservation planning process. California shall make a reasonable effort to distribute HPF grants among the maximum number of eligible local governments consistent with 36 CFR 61.7(f)(1). Reasonable distribution of funds shall include a consideration of equitable allocations between urban and rural areas and among northern, southern, and central portions of the state. Equitable distribution discourages a disproportionate share of the allocation awarded to a single CLG. The CLG's share of the HPF shall be of a sufficient amount to produce a specific impact and to generate effects directly as a result of the funds transfer. The state is not required to award funds to all governments that are eligible to receive grants. Program consistency and quality of standards require that the state not award grant funds to all eligible local governments if there is a risk of sacrificing positive, tangible results. Eligible local governments shall adhere to the state's instructions for allocation of the CLG share of California's annual HPF. The state shall periodically notify all CLGs of the funding availability of HPF grants to qualified local governments. 11 • The CLG receiving a portion of the local share of the state's annual HPF must satisfy certain minimum requirements. 1. The CLG must maintain adequate financial management systems in accordance with the standards specified in the most recent OMB Circular A-128. A. Local financial management systems shall be auditable pursuant to the General Accounting Office's Standards for Audit of Governmental Organizations, Programs, Activities, and Functions. B. The state shall be responsible, through financial audit, for the proper accounting of CLG share monies in accordance with OMB Circular A-128, the Single Audit Act of 1984 (Public Law 98-502). 2. The CLG shall adhere to all requirements of the National Register Programs Manual, which sets forth administrative procedures and policies for HPF grants awarded by the Secretary. 3. Indirect costs may be charged as part of the CLG only if the CLG meets the requirements of the National Register Programs Manual and has a current indirect cost rate approved by the cognizant federal agency. 4. The CLG must adhere to any requirements mandated by Congress regarding the use of the HPF monies. 5. The CLG shall meet all certification eligibility requirements during the grant period, as specified in the written grant agreement between the state and the CLG. The state shall award funds on a competitive basis to CLGs, contingent upon the following priorities and criteria. 1. The CLG demonstrates a clear understanding of state and local preservation programs contributing toward the identification, evaluation, and protection of significant cultural resources within the jurisdiction of the local government. - 2. The CLG provides adequate matching local share (50%) as match for the federal grant-in-aid. 3. A CLG requesting expanded level of participation shall receive higher selection priority. 4. The CLG clearly presents specific goals and objectives that are realistically attainable within the funding period. Within thirty (30) days after the state receives formal obligation of funds from the Department of the Interior, the state shall notify CLGs of the successful grant awards. The state shall submit the selected CLGs to the State Historical Resources Commission for concurrence. The state shall make available to the public, upon • request, the rationale for the applicants selected and the amounts awarded. • 12 ~r 1 APPENi~IX • DEFINITIONS For purposes of identification, the: "Approved State Program" means a state historic preservation program that has been approved by the Secretary of the Interior. "Certified Local Government" means a local government that has been certified to carry out the purposes of the National Historic Preservation Act, as amended. "Chief Elected Local Official" means the elected head of a local government. "CLG Share" means the funding authorized for transfer to local governments. "Comprehensive Historic Preservation Planning" means an ongoing process that is consistent with technical standards issued by the Department of the Interior and which produces reliable, understandable, and up-to-date information for decision-making related to the identification, evaluation, and protection/treatment of historic resources. "Comprehensive Statewide Historic Preservation Plan" means the part of the planning process that conforms to the Secretary's Standards for Preservation Planning and is approved as part of the State Program Approval Process. The comprehensive plan entails organizing a logical sequence of preservation information pertaining to identification, evaluation, registration, and treatment of historic properties, and setting priorities for accomplishing preservation activities. • "Historic Preservation Fund" means the monies accrued under the Outer Continental Shelf Lands Act, as amended, to support the program of matching grants-in-aid to the states for historic preservation programs and projects. "Historic Preservation Review Commission" means a board, council, commission, or other similar collegial body. "Local Government" means a city, county, parish, township, municipality or borough, or any other general-purpose political subdivision of any state. "National Register of Historic Places" means the national list of districts, sites, buildings, structures, and objects significant in American history, architecture, archeology, engineering, and culture, maintained by the Secretary of the Interior. "The National Register Programs Manual" means the manual that sets forth NPS administrative procedures .and guidelines for activities concerning the federally-related historic preservation programs of the states, local governments, and the National Trust for Historic Preservation. This manual includes guidelines and procedures for the administration of the historic preservation grants-in-aid programs and supersedes the HPF Grants Management Manual. • 13 1 i, "National Park Service" means the bureau of the Department of the Interior to which the Secretary of the Interior has delegated the authority and responsibility for administering the National Historic Preservation Program. "Secretary" means the Secretary of the Interior. Unless otherwise stated in law or regulation, the Secretary has delegated the authority and responsibility for administering the National Historic Preservation Program to the National Park Service. "Secretary's Standards and Guidelines" means the Secretary- of the Interior's Standards and Guidelines for Archeology and Historic Preservation. The standards and guidelines provide technical information about archeological and historic preservation activities and methods. "State" means the State of California, as represented by the State Office of Historic Preservation. "State Historic Preservation Officer" is the official within California who has been designated and appointed by the Governor to administer the state historic preservation program in California. "State Program" means the state historic preservation program in California. "Subgrantee" means the certified local government to which a subgrant is made by ~ the state and which is accountable to the state for use of the funds provided. . D-2337H J 14 .i _ .. '~.. ACT ~ ~ i98G State of California-Business, Transportation and Housing Agency DEPARTMENT OF TRANSPORTATION ~,?,~,;r BoX 73io RCC~i1it~ San Francisco, CA 94120 ~ ~ (415) 923-4444 UC'f 2~ly~b CITY (UTANAG~R Uctover O1, 195~G hlr. :Jill ~:er.Iptou i:x~cutive Director Santa Clara Co. Traffic Authortty G75 Ir. First Street, Suite F;UO .°iall Jose, C~i 95112 Dear tlr. i:eml+ton: _ Attached is the Section 106 transiittal letter. an<I [lemor.anduni of ~lg^ t;reer,~ent wliicl~ w~.IS submitted for approval to our IIe:Idduarters on Sep^ temper 2~', 19:;6. If yuu llave any questions, please call 1~•!r. Jim Spinello at (415) SS7-Y,7St;. Sincerely, [;URCI[ C . 13AC(ITOLll District Director b }~~ ~~ lleputy District l;irector Uffice of Yruject Developittent South Bay Counties SF/CI[1: cl~a . cc: PIEIt/GC}3,GLN/CJE,JJS,UL•'t;,IZDA;y;«,LI:Ttt,Piles At tachu~eut ., ~ . r ~ •, State of California r• Memorandum .• .•a ~~) i :i~.J L'.•i ~ 1 I~~t~ L ~,~~-~w ~ ~~ Business and Transportation Agency I Date: September 29, 1986 To E. W. Blackmer, Chief Environmental Analysis Branch Attention Barbara Talley File : 4-SC1-85 RO.O/R17.9 4134 - 485000. -- Transportation Corridor Study from DEPARTMENT OF TRANSPORTATION - D i S tr l c t 4 Environmental Analysis Branch s~biect: National Register Properties: ~ Memorandum of Agreement Enclosed for your review and for processing are six copies of the Mer~~orandum of Agreement (MOA) for three properties which _ have been .determined eligible for the National Register of Historic Places and which will be adversely affected by the above-referenced project. The Preliminary Case Report (PCR) was transmitted to you last week, and Frank Bergen and Steve Mikesell of your staff have already reviewed the MOA in draft .~ form. . The proposed project is non-controversial as related to historic preservation, and standard mitigation measures are recommended in accordance with the Advisory Council on Historic Preservation (ACHP) expedited process. The mitigation proposed consists of relocating the properties and conveying property title to appropriate agencies, organizations, or persons with restrictive covenants regarding preservation and maintenance; all mitigation will be conducted in consultation with the SHPO. FHWA has requested that the PCR and t90A be submitted to them as a package. Target date for federal approval of the final environmental document is January 1987 and for 106 clearance is December 1986. We would therefore appreciate your expediting review of these documents. If you have any questions, please contact Tom McDonnell at ATSS 597-2175 yr Margaret Buss at ATSS 597-4012. DARNALL W. Y~ NOLDS, Chief Environmen~l Analysis Branch MLB:mrc • cc: D4JReynolds TFMcDonnell RLemmon/CHMorton ~ ,, a, ~ i • WHEREAS, the Federal Highway Administration (FHWA) has determined that the construction of a freeway in the Route 85 Transportation • Corridor in Santa Clara County between Route 101 in south San Jose and Route 280 near Stevens Creek Boulevard in Cupertino will have an adverse effect upon three historic properties eligible for inclusion in the National Register of Historic Places and has requested the comments of the Advisory Council on Historic Preservation (Council) pursuant to Section 106 and Section 110f ~of the National Historic Preservation Act (16 II.S.C. 470) and its implementing regulations,'"Protection of Historic and Cultural Properties" (36 CFR Part 800), WHEREAS, the three historic properties specified in this Memorandum are known as the Warner Hutton House, located in the •. City of Saratoga; the LeFevre House and Farm, located in the City of San Jose; and the David Greenawalt Farm, located in the City of San Jose, WHEREAS, the proposed undertaking will require removal of the three historic properties from their current locations, WHEREAS, the Cities of Saratoga and San Jose have expressed interest in the Warner Hutton House and the David Greenawalt Farm, respectively, and the City of San Jose and the Santa Clara County Historical Resources Commission have expressed willingness to help in locating suitable sites and owners -for the LeFevre House and Farm, NOW, THEREFORE, FHWA, the California Department of Transportation (Caltrans), the California State Historic Preservation Officer (SHPO), and the Council agree that the undertaking shall be implemented in accordance with the following stipulations in order to take into account the effect of the undertaking on historic properties. • STIPULATIONS 1. FHWA and Caltrans agree to take the steps specified below to mitigate the adverse effect of the proposed undertaking on the historic properties. 2. Convey nce of Properties ,~o Non-Federal Parties The SHPO shall be afforded 30 days to review and comment on the new site for any property covered by this Memorandum. FHWA shall take the SHPO's comments into account in selecting the new sites. One or more of the properties may be conveyed to the City of ,' Saratoga and/or the City of San Jose if said agency(ies) provides an appropriate site and agrees to the stipulations of the appropriate Standard Preservation Covenant in Appendix A of the Council's ,current Manual ~ Mitiaa i orE Meas. Should none of the city or county agencies be able to provide suitable sites or owners, FHWA and Caltrans shall ensure that a marketing plan for the historic property shall be developed in accordance with the stipulations contained in Section I.D. of the Council's Ma_ 1 of MitiQ_ awn Measures. FHWA shall ensure that transfer of title to the property incorporates the a Standard Preservation Covenant s ecified in p, PPropriate Council's current Manual of Mitiga ion Mea_ s_ ndix A of the If there is no acceptable offer conforming to the requirements of rehabilitation and maintenance of the Standard Preservation Covenant, FHWA and Caltrans may, with the a transfer the property without preservation covenantsf In ethat0~ event, the property shall be recorded prior to transfer in accordance with Section I.G. of the Council's current Manual of Miti4a ion Measures. 3. Reloca inn FHWA and Caltrans shall ensure that, prior to relocating the buildings, the three historic properties will be recorded to the standards of the Historic American Buildings Survey (NABS) to ensure a ,permanent record is made of the properties' present appearance and context prior to relocation and provide such documentation of the property's original setting and context as HABS requests. The FHWA and Caltrans shall ensure that the property is moved in accordance with recommended approaches in the Department of the Interior's M o~Q Historic Bui~ngs, in consultation with the SHPO, by a professional mover who has the capability to move historic structures properly.. . Within 90 days of the move, the SHPO shall evaluate the property on its new site and make a recommedation to the secretary of the Interior as to its continued inclusion in the National Register. 4. Landscapincr Should any of the three historic properties be.relocated, FHWA shall ensure that a landscaping plan for the historic is prepared in consultation with the SHPO Properties SHPO for approval, and, u on a . is submitted to the P pproval, is implemented. 5. Recordation and D_emoli ion If no party is found willing to acquire any of the three properties specified in this Memorandum with the conditions outlined above, FHWA and Caltrans may permit demolition . of the property, unencumbered of any covenants or restraints. FHWA shall ensure that any of the three historic properties which is to be demolished will be recorded to HABS standards prior to demolition or substantial deterioration and that copies of this documentation are. made available to the SHPO and appropriate .~ .. .~;~~'" local archives designated by the SHPO. If one of the historic properties is specified for demolition, FHWA and Caltrans shall ensure that, after the specified property has been recorded in accordance with this Memorandum, the SHPO or the SHPO!s _designee is allowed 30 days prior to demolition of the ' property to select architectural elements for curation or use in other projects. FHWA and Caltrans shall ensure that the items selected are removed in a manner that minimizes damage and are delivered to the SHPO or the SHPO's designee. _ - ~ Execution of this Memorandum of Agreement evidences that the Federal Highway Administration has afforded the Council a reasonable opportunity to comment on the Route 85 Transportation Corridor freeway project and its effects on historic properties and that the Federal Highway Administration has taken into account the effects of its undertaking on historic properties. Federal Highway Administration Date . California Dept. of Transportation Date _. State Historic Preservation Officer Date Executive Director, ACHP Date -. Chairman, ACHP Date • • ~ ' 4• 0 t Ul N N ' Ul -~~ 'C7 ' : • ~ ~ • 0 • 0 L .C: N ~ C IU n.l lw. J • m Ul Ol UI ++ N 4- .i '• : • ; t ~ 0 N •N 'AJ In ' ', C Ja r•, ':. •r, UJ 1. IU N r-, •r, t) E td C 0 ' •r, [ O ' , .~ r-1 In .C' 3 ` . 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I .C nl L .C •rt L .C C 'r, ~ Z I 1^ Ul •N 'D .a .q .t] 'i:] I•- N Ul C U U7 I • JCL t:C Ul [`•a G ~ U') a .~ I•q ~ f" .:L• C1. ql r~ I F- L ~+ •N E •r, E•- N U r -s ' ~ " ~ ;~ ' J f r f r •t l •- . 1 1 '• + :r ' •r' ' ^ ' ' ' ^ ! ~ . • A ~' ,q •• . • •1 P •~ ~• 1 ,•~ 1 .._.rr..n.anr~assrs rC ~a7al rY~: •71r21 +r h : piEt I1 71 a .. . ~. 71,: .. •i. > L ~ ii !'*. N C Ct . • .. r , ~ , • . ~ ~ ~ - RaF-sal 4?6~2 ~- - . - - _ - . .._ -- ._ . the parcel is for one single fami_y dwe_ling. - - '- • " '. - ~ -; ~~~ ~ jLAND-VALUATION - . - L _ _. -_ - - _ - - -_ _ ~ ~ -- -: ,f_ ,_. - _ -. -- - Two comparable sales have been selected for estimating the land .value of the subject parcel. Since the area is ~a3ready..mostly.- - `' developed, very few -land sales or listings are a_vai_lable, and .the -. - _-- _ f of l o~.yi ng data i s considered the. most pertinent to. the subject ~ -- . -parcel . '- A time adjustment i s not.. made i n this .analysis- as 1 and '. ~- - . - value has beer. ,flat for residential use for .the-past- •tvia years or~"- more. This area. experienced very rapid appreciation of •.ian~:value - - ~~ in the 117U's, and receri~t upward movement is not evident..-Land - • val ue may ai so be f 1 at due to the -City .of Saratoga ~.;~i scouragi ng -- ~.. _- ~, Ski--_°_1S .-.. j '; This sale i =. 1 orated 1 /=3- mi 1 e south of the subj ect -and about cj~~C~ -- ' ..feet west of Guito F.oad or. a private road. The G.S~a aci^e -site ~ - . - . .: - was =old .for a1?~,GGES .in P.pril of 1Q9~ to a real .estate brof;er and - -. • a general contractor who are now constructing a custom nom? on. the - site.. The site is generally level, but the rear, southwest corner ~j .. of th? parcel i s t:i thi n t~Ii 1 drat Creep: ar:d encumbered .with a S?nta Clara Valley 4later nistrict easement. The usable area of the site ~: is ab~b!:t .h~ acre. This coup=rable is very sic:iilar to the s~~:b?2ot - Si -i-e. ~~il-~ he S•~ ort ci 1 5~ - i• ar or ~ l o e • _ _ ~. ~. t ~.bj_- b r.~ ver/ ~~e r ~ g~ in u ab ar a ~. '?! a~r2 VS. ..~.r~1 aCr°) ai<d more 1rr2~L'i~r. In shape Tr~~ere 1~ a pav_d s~reet the entire 1e.^:gth to the sits. This sa'e is not - •' an i:~=~°fs f1. S' ~° Or iOC~t' ri i ~y i :5= ^ rim e c.. f _ ~ v, u.... r i Win, anv S cs l.:~ {.. a I..LUin ...s t. cr Sil aL7C • an~+ up 5'/ for o-::'-s=t° improvements {paL~=-d Street) . .. • Salem Fries o: Comparable: ~12~, tia{1~~/Sits }- Indicated Value of subj eot: - X125, C?~)iJ/Site cCl_O-1~ - .- - • .~ :~ iy ~: x R i2 °~: . \ v;~' ,, ,~ ~-: .; 3 ~~ •,1 .i if This site is located at the southeast corner of Afters Avenue and Abdul to 'clay, about Sc7f~ feel Werth or tine subject .site. Tire ..:~G acre site sold far v11~,~~t'~:.~ in Ootcber of 1`•?8~~. and incl.ud?d a ~,ne story ~~:: built in 19:,1 with 171 s.f. The buyers of the ~si~e placed very little value in the e;:isting improvement and after t_he salmi .b.egan_..an.. e::tensi~~e_ alter ation and addition by tearing the t-iause to ti:e studs. This site has frontage on a fully improved public street. The comparable is superior to the subject in-off- sits improvements and shape, but smaller in sire.-.-This sale is - not adjusted for location, is adjusted up 15'!. for ~si~e, down 5%. far snaps and down 5% for off-site improvements,• .and down 5.;,c)t~U for the e::isting house. ~ - - SaI es F'ri ce of Comparabi e: Indicated Value of 5ubjs•ct: ~11s,uGO/Site ra 1~~~, Y~~U%5i to .. =~• '. ~ T.r~: - 1 .... Parcel 4262 .... ~ The two comparahles indicates a tangs of ~12~~,90t~ to ~1?5,Q4C~~.for ~.'~ ~: ~~ ' ~ the subject site. SC1-5-18 i s corisi tiered most si mi I ar~ to the • f) subject and the indicated value of the subject site i.s ~125~OOC~_ '. ~~ , • Ih1PROVEMENT DESCRIPTION ~ `.', .• s The subject parcel i s improved wi th ~ a single f ami 1 y resi dense of ~ ' _ ~.'. , . Vi ctori ar. styi e identified b`/ .the app,: ai set. as " _ Queen Anne . :- -:'~: •_..:r~ ~ ~ =- _ i Cottage". -The actual age of the =_tructure is ~rcot 'knoiiri,~ but .the •..-. . ~ ' _ current owner bel i e`fes th,e on i nal constr~cti on g pr ed...tes the ~ 1906 = ~" ~ p i earthquake. It i s I i kel "y' that .the bui 1 di ng i s pre-190i~ as the .~ ~ __ -G~ue~n Anne style of house was introduced to California in 189.E -and °- .. was popul ar .through the 1890' s. Theref ore, i t i s l i kei y this .'_ '~~ ~ =~ ~' ~. house trigs construotsd about 1:?f~ y¢a; s agc. In sor::e ca=es, Quz~n .' ' Anne Cottage styled boluses were built by' spcoul ators and ~ ~ ~ ~ - - .. - advertised as a trii s2 i rvestment because of a bui I t-i n option for. - e::pansi or.: the attic under the gable rcof . - - ~ . - The subject house has an ovarsi~~d gable.over the front bav triindow .~~ ' and a races=ed porch, with special orramcntation built into the ~ ~~' '. design. The orna±? gable i s hi ghl i g?-:t?d with a ci rccil ar wi~ndos~. ' II The gaelss on the sides of t;:e t-fot:s? are accentuatad tr~ith a- ~ - ~t_;nbursL S;Srr D~?ndino t~:e S+~indo!r. 3n e3Cf: g~hle. At t;:e ba`~ Y;ind.7w .. . cot ,-:er=-, spi.^.dled b°-acksts support the ovsrhang. The pcrcfi~t colt:mns are' -~a.^.r`/ t~:rr:e:d po=_.t=. rll t,s e;:tsrlor deta:i~ng of tha {+ I.::~:er~'n Fnne Co ~ta^a sLy~ ? .l s I .^.t~ct on the suo.7 act nou~L"• • ' { .ne c:.;rr..^. ~ e=ar.=rs acyu:. r=o the suh3 e.L 1.^. 19; : , GnC, CLl illy tl le ne;ct couple •/?ar=_- t~:e`/ made an e,:tensi vs i ntzr i cr rz,`:=.oi l i t=ti or. he hq~use •-~ :u ~ ,~~a demo' i ti or. and re:rtod`I i n Th _ r o of L. tn~r d_n .~...~ r C".' cu.er n_ rya- rep ac>_.. dL i'::~ th reha~. a w __ a the f.CL('i,a~ cn, concrete basemsnt floor and the chis^nEy was rebuilt. !~ler :vi ring a.^.'d p1lS.•';hZng a~as installeo and most or tre plaster ~v:a1lS r=placed • MJ2Lh s1:ieLr C3Cf:. A ma ~Ler .bedroom w2s creme Leo fr^m t?++D Smal le-- . ~. bedrooms, and the mastar hathroo; remodeled. The ki tche:i was totally re:~odeled. Ti:e septic s`istsm s?r•ling the house was ' re~uilt. .._ . - i Ti-:e appraisal mac: indicate- a str ' urs o:^. ;t^- ly e . LCt the sCL 1'.'r l.:Z of . the parcel wh1Cr: dO2~ not e::1~t toc.'a`j~ a~ the owner C h~:`!° remGV2C ~~ an old di i api dated barn-type structure. The house i s si tcza.ted o^. -: the easterly portion of the parcel. .. ThE f of I owl ng i s a dotal ? ed de=.~ri pti on of the heu=_.e: al s^ see .- _ exhibit "Fio~rplan" following-this narrative- ~- ~ ... ~~ Finished area above grade contains .a total of 5 roo^:s, ~• bedrooms ~ I~ • and 1 1/2 bath= with a gross living area of 1842 s.f. Ceiling '~ height is 11 ft. Entryway: 6 ft.:: 8 ft ceramic till floor, w~:Iln=pPr_ t``_ ~ Living F;com: 12 ft.:: 18 ft., good cu?lity wiw carpet. dot:blF ~. . :.:~:s-d~arcel _426; 2 .. ~ ~ 3 - ~` _` _ - ~ ~ - _ f ~ - ..., parlor doors open to dining roam. Hasebaard. heater.M~ ~ -'• .. •' - • ~-- . • ~I Dining Room: ~' 16 ft.'x 19 ft. , hardwood floor (new) , -fireplace. ~ `_- ~-. _ . ..: •~ - •-•- `E+sdroom: 13 #t.;: ~i4 fL-; y"uG -quality ~w;w oarpe~,:.i %~ batTt with - . ` _ _ two fixtures (new) and vinyl floor covering .. _ . - __ _- -__~ - , ~ htaster E{ecroom: -14 ft _ ~: ?5 ft _ , good quality w/a~i carpet, two _ . separate french doors open .ento deck, f.reestandinG fir?place with =~_ -.. -. _ ceramic .floor and ceramic well bac~;ing, -full bath withthree'new ':: =-~=~~- .. • : r f i :tunes, vi nyi f 1 oor: coveri n_ g . _-. ~ _ _ ~ _ - - --- -~ - .~. _ ~ - .. kitchen: 16 ft.~: ~5 ft. ,` includes 9 ft.x 1b ft. breakfast -Hoof: - :: ~ ~ ~ ~ ' , _ electric b/i r/o w/ fan/hoed. dishwasher, good quality.coirnt~r..w/:~'..'~=`, formica top and oaf, cabinets, vim/1 floor cover-ing, -,wallpaper, _ ~ - .:. - . . brie}; fascia on ono wal i w/ opening for refrigerator, freestanding , =- -•~: f~raplace. .. . • .-. .- ~ ... F~asement: 1~ ft.x <<~ ft., b 1/? ft. ceiling, concretefioor,`-..' _ ~ .' ' ~5heetroc~- acid taped walls, washer and 2~L~~~ dryer hookup, ~i1 gal ~• ' elec. wat?rheater. LU" wide stairway, gaol condition..- ~•.. ~ ~._ .. .~ Attic: gross area 1545 s.f.(same as first 3eve1 less rear 9 ft. ), %' ~"::S" joists on 1b" centers, ~ T°:~ fir floor covering, roof rafter = ', crGSS-bracFs are S ft. above floor, with .:~+ ft. kreewalls. 3U" ~ . avid= stasra;ay, goad condition. .. ' InsulalL.iar:: `c"' Gr hiaw.^.-in ceilin~_ insuiatiGn, walls ire ~ _ .~ ~ i insul~}ed. D?."r:/i-~Gttub: ~"~ s.f. WGOd dec: a'.=f Custer bedru^^C:m with built-lr: h ~tiuh /r1 *'s 7, ~"i par..1 • ~ . Lar:dscap~i ng: b:~s s _ f _ bri c~-: pati c w/ .mar tar grant, 2~u 1 . f . I dsaarati~fe picket fencing ir. addition to site fencing, 'i2 ft. :-:avc I roll gate across drive:3ay at property line.. sprint led lawn, tavo large oak trees and three pi.^.es in frart yard, five pines in side yard, rear portion. of site planted with fruit trees, and oid~ wecde.^. shed at back. of site under stand a~ e~~calyptus trees. 3!''1t=`~;! ~'J~i•1cr•1T V:~LLAT I C:~.t ~: ,: .J• :. ~~ ~J The subject i s valued uai ng comYarahl e data frorn the sarr;G neighborhood as the subject-. An e~fart alas made to obtain sales ' of houses which e::hibited the similar characteristics of the - '~ sub j ect,_ a Victorian style house, but such he~..:ses are few in the ~_~ ~' subject area, and sales are rot available... What is available are .. sales and listings of custom built ho;sses on large lots in the subject area, and it is these properties that the subject is-best measured against to estimate values. ' • In selecting comoarahle properties, the subject attic was assumed to be f_r.ished iiving~ area. ~Ahen looking at the surrounding arCa ~ and the size of the houses, it is clear that the subject is ~'' 4 ~- 4 ~1 ' . Ln S '~ ;k .t=!^.:: r;::: ~~.. r'.3 ~.. ..:. Y1 ;.: ~' :~:= ~:; ;~ :;.~ ~1~ r= :. ~S 'Parcel 42632 underimproved as t^ the sire of the living area. ~~ The' owner has indicated that .they would have finished the attic _but .for-the ... ~ ', uncertainty `of the proposed free:vay. It is the appr.aiser-'s ";;~' ~- opinion t.h-at finishing the. attic into living area is feasible and- . •-~- ~- .. ~ td raL- beat, acco;nplis~ed -i~f the propasLd te-a~:~;~,•:•tabi-c~" • .... .. project had riot clouded the future of the, subject parcel. - - _ - .. - ~ ' The adjustment to the compar.ables for the unfinished attic of the subject is made with the appraiser's cost estimate to finish the - - atti c area into 12ti~~ s _ f . of .i i vi ng area consisting of :three roams - with a fui.i bath. The cost source is Marshall .Valuation Service-__` ~".- using the ~ Segregated Cost i`+.ethcd, and assuming an 'above 'average .~ ~~~~ ~ ~! cost catagary that i s t~/pi ca~ for the subject area. ~ . -The cei 1 inq ~ - -- ~ .word: is assum`d to utilise the roof line fora cathedral-type ceiling and this e::tr a cost is included. - -~ ~ - ~- '::'~-- =_-. ITEi'1 F~;C s OR U:~;IT - COS T /SF - - _ . -_ COST FLOOR CDtiER (carpet L~ pad) 1. u~~ ~c]. 8b CtILI^~G .(roc~;,tape,paant) 1.~0 ~~J_S$ I ~VTER I OR CCi`;CT1=;UCT I O;`•! 1 . u~~ X8.57 PLL'~,S I i~G 1. G ~~ ~4. t?~ ELECTRICAL 1. ~~s i ~2. 1.~ ~,SI~S-rnTA? - ~~J_ 5~d ~1_G~b x5.57 - ~4. t~5 ~vL. 15 ~ib.b9 X17.3=~, X18.7 ~?.~. G ~J. =: Lt ARCHITECT FEES - 1.!~4 -. 'r, GU: i~:E~l T C:=~ST riUL T i PL^ ~.. 1: ~~S ~ LOCAL CvST'1~L~LTIFLIE.r, 1 23. PF(Ur iT TO O+i~J`:-: i . 1C~ - . . - - T L T :'L C=S.r^.T/~~ ~~~. 36 The unit cost of X25. 36/sf ., i^~aC~ sf = ~3C?,432.~'=~i TIME A~JJUSTi'fE~l T -~ ~;w ~~~ 4 ~~. \'~....~ i:: u~ -.~ rj ~! P. time adjustme^t 43111 be applied to the sales. An indication t:-:at:`Jaiues ha`JS moved up:~ard for S. Rs Zs the San Jose R'eaI Estate Poard's menthl~/ survey of sales The median price in April. 195 sr3a=_. ~12~,5~~~;~ a:hich is up ~:3.,~> from March, 195 and ~6,5~~J above Apri 1 of 19a~-. This i s a 3. 5% increase in one year, and a . ~i: increase from March to April of this year. Perhaps more important is the observation by real estate agents that listings are g?tting multiple offers and the sale time is shorter. Also, RE bro}:ors 43or~:ing the mare e;:pensive neighborhoods such as Saratoga and Los Gates see a recent rise in prices. An e;:ample of value appreciation in the subject area is comparable SC1-5-2t~, which was purchased in S?pter-.sber cf 198'? for ~26c?,~,~tj%~ a.^.d resold for ~3c;i_i,r~~~0 in April of 1y83, which is a 1~'1. increase. The prorsrty diC not change Cno =dditior:al i,:.provementsi during that time. It 1S iii:ei~ that much u:" the 3nd'_L-~t2G u~:.~ er'1~~iCn QCCLIrreO since 1953. A .~'!. per month rata from the beginning of 198Y would be J ~w . ~J~ ti'd _ _ ,_,... ~. Farcel 42b.?,2:' - .Y, ~ - ~ ~ - .. .. .. _ -- - -, - _ - . .. _ . 9%, much of the total 15%. It is the appraiser-'s ~apinion~that.the"- .comparable sales should be adjusted up .5%.per month from the ---- - ~s beginning of 1984 thru June of 198. ~ - -~' - . Ie~se,.r._'~r.. to..:-!•-~.-r.n=Q•in-- ~r•_~r:p;~rabl~ ~?readsE ~~t"--tallcrv::^•.^ -..•,.-,....... r this discussion of the comparables. For this comparison, the subject, is assumed to have a total of 9 rooms, '4 bedrooms, '+2 1J2 • ~ - - 'baths and a gross I i vi ng area of ~, n42 sf . ' The-estimated ~3C1, SrUO' ~. -:~ . '~~ to finish the attic i s used to adjust the compar'ahl es down for -the - _: - ~, unfinished condition of the subject attic. •- -- - '" - ~~ The comparison will be made on a whole -prc+perty ~basi s,- .wi to th•a '- - II ;; above discussed land co~nFarables used for siteadjustments: ---_ _-,-~ - _ .~= Adjustments iii l 1 be 1 ump-sum to the nearest ~5~J0. Gr~_ • - -~ • SC1-5-19A ~ .. - -- - ~ -' - ... I '~ - This i s a I i sti ng of tl'ie house bui 1 t after the s-1 e.'. of SCZ -5-19, .-- - _- ~w` discussed under land valuation. Located just BCyG feet ncrth o= :. . '~` ..the subject at the corner. of At.tcn Aven; :e and Abdul I a -Way i n ' . Saratega, the ~359,C~UL~ as~;ing price is for a 2810 sf: one story - houCe cf essentially new construction, though a pertier. of the - framing -and foundation -from an older hcuse was us=d. .-Tt-iis - ' _~ comparable is superior to the subject in the effective ace of the ..; ~•, r '~,, V~ ~1, :.~ J~ ' r 1 •. improvement, two-car garage, paved driveway, and air conditioning. ~Ti:s comparable is inferior to the subject ir, the sire of the =ite, no ba_em.nt, no decd:/hottub* cr patio and no Iardsc?p~nc. The - total adj ust..~:er ft i s a min! :s ~vC~7, 5r}~~ or 8%. J L_=_~~::~ F-r_ce a~: Co~:par2o.~_ _C Inds cated Value cf SL:bj ect. ,._?S 5<_ -~ ;~Y ;r - ~. ~ •~, SCI -5-?+~ This sale f er ~•3t7C~, GC~t~ at the end of P.pri 1 , 11985, i s i ccated 1 /5 mi I ° SGUth of the Subject Of r" Ash e53 Dr I Ve 1.^. Saratoga . The h,=;uCe was built in 197 or, a .4c acre site. It is not part of an - adjofring tract c:= houses, and while the house was custom-built, t.'^.e quality and appeal is not really superior to the standard - tr=ct house in the area. The sale is superior to the subject with . the two-car garage and paved driveway, s:vimming pool and air conditioning. The comparable is inferior to the subject in design. appeal ar.d quality, sire of impro`remert, .nc decf:Ihcttub,- an average kitchen and Iardscaping_ The total adjustment is a minus ~ 12, G~~~a or 4%. - - . . Sale F'rice of Comparable: ~ - ~ ~3GG,GGC~.GG Indicated Value of Subject: SCI-5-21 X288, O~JU. GCS . This s~.le for ~394,C?U~~ in Play of i9E=~ is located Ii2 ~r:~~•_ - southeast of the subject en F.avenwcod Drive in Saratoga. The 1.34 6 '~ ~ ~ ~'" - ~ ~ ~ - Parcel .4252 e~ ~ _ - :~ acre site i s i mpraved with a house on gi nal l y~ buff 1 t i n 1952 and ~- ~,' remodeled with an .addition in 1978. .The house includes a detached } recreation room- with sauna. The comparable- i s superior : to the . ~~ `_•~: ~- ". .. ' .: _;;:-,{~ _ subject in sire of the site and .improvement, two-car_ garage, ~......•..S' - _ «:_iwl:•hs(iir-t~:~ ~ {n:C-~C~'i • anlj. SaUR~; ''t~~Y^r'•t"'!'3rt~:*Y•Z~«T~^.~,'=': '.: iCt$-`*:~::it.c~i`u.~"i~~: iS `..::r. w... ~~,. M inferior tD~ the subject i n design and quaff i ty ~ and no basement: . -:. . .g The total adjustment is a minus ~81,5GG or 21%_~~ :; w - • -- - - t. . ~ _ - {~ _ _,. • Sales Price of Comparable: ,_ _ . _ - X394, GGG. dG Indicated Value of Subject: ~ ~ .. -_ '• •.5312,5GG.GG ~: SC1-5-18A (IhlFLFi"iATZON =ONLY) . -~.. • ' -- 7 This listing is the new hozase being built Dn SCl-S-~8 after :the . ':~ saI e, with an as~:i rg price of X499, 95G. This property i s rot ~, - - . • included in the comparable adjustment spreadsheet because of the _ D'rerol ~ SupeP'1 Cr qua I 1 t;r and t~":2 neSy CDnStr UCtl Oil CDmpared : tD:. the - . ~ subJect. Hawe`ler. it 15 us2fui tD• lDOi: at th15 prDperty .f Or •an '- ~' - ' ...irdicaticn of the upper limit of value in the immediate subject '-- " - area and the square foot value in the improvement. -The .}. 192 sf - - :. house is estimated at ~iraG.23/sf, which includes nc,meruus high ' quality 'amenities and ct:stD:~-built feature. •The ether. three -. - - comparables shDw a rar._e of ~5'r.9G to ~79.72/sf for the .main - 1.^.:Dr DV°ment. CCi :F:ELi i : ? Ot~i CAP t~; ~~ OF The cD:~:para~=les indicat-- an ad?:usted ran:;e D-: ~~8f~,c~c;ci tD ~32L,5~x?. The high indicatDr is the listirc SCI-5-19A a^d tilt= cernparaL l'~ •i s g i vG,^, less weight . The low i rdi cater i s SC1-5--~G. and this comparable is•considered less of a custom house and Given = les= weight. The sale SCI-5-2i, indicating•a value ^: the subject is considjred the better comparable and more weight of ~312,51?~3 .. , is dive.^. to this =_-ale, ta~i-:ile this sale requires the_ largest net ' adjustm?n~, the prDperty averali is v2r`f cor.:parable: bath the _ ' subject ar.~ this property have a desirable cDmbination of _- extensive Ian~scaping and a cus~om quality, older house on a large . site which adds up tD a prDperty with a charming and mar~.etablz appeal. Consic!ering al 1, the factors, the appraiser's opinion of the final estimate of value of the. subject prDperty is ~~}IS~Gcii~_G~_~ - ACG~UISITION NOTE ~ ~ ~ . .. ~ ' ,. The oainer has indicated a desire to retain the freestanding, fireplace in the master bedroom. The estimated value of the fireplace is ~SGG.GG. `.: , _ ~ ~~ ;~.:, ~_ . _ -- .. i ..• y CITY OF SARATOGA D HERITAGE PRESERUATION COMMISSION RGENDA DATE= Wednesday, October 1, 1986 - 3.00 p.r~. PLRCEs Saratoga Corhnunity Library Meeting Room 13650 Saratoga Avenue, Saratoga TYPE= Regular Meeting I. ROUTINE ORGANIZATION A. Roll Call B. II. .OLD A. B. C. D. III. A0. Approval of Minutes of 9!3!86 BUSINESS ReWiew of rheeting with Planning Cor~roission, 9!16!86 Discussion on Warner-Hutton house Discussion on PreserUation Warkshop, 9126-27 Review of In~entary beginning with #39 lOURNMENT- - -~ CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION MINUTES DATE: Wednesday, September 3, 1986 - 3:00 P.M. PLACE: Saratoga Community Library Meeting Room, 1356@ Saratoga Avenue, Saratoga TYPE: Regular Meeting I. ROUTINE ORGANIZATION A. Roll Call Present: Landsness, Ansnes, Tyrrell, Voester, Heid, Cameron (3:10) and Koepernik (3:10) • Staff: Young B. flpproval of minutes of 8/6/86. Minutes are amended as follows: Pg. 2 - clarify that the checH, for the house tour was from Alain Pinel, M/S HEID/VOESTER to~=~approve Minutes as amended. Carried 3-0 with Ansnes and Tyrrell abstaining. II. OLD BUSINESS A. Letter to home owners of historic properties. B. Uoester have a brief background on the letter, stating that it should be sent with a questionnaire, survey sheet and application for designation. W. Heid stated his concern that the letter, as worded, would send up a red flag to owners. He suggested a change in wording. The Commission then discussed possible changes in wording. D. Tyrrell suggested phoning owners first, then use the letter as a follow- up. Commissioner R. Cameron volunteered to continue worl~,ing on revisions to the letter and bring it hack at the next meeting. B. Discussion on Miljevich Ranch and 20770 Wildwood Way V. Young briefed the Commission on Staff research of these two properties. There was consensus that the ~''`_, _ HERITAGE PRESERVATION MINUTES - 9/x/86 Miljevich Ranch project pointed out the need for Heritage Commission review of applications heard by the Planning Commission involving historic structures. III. NEW BUSINESS The Commission discussed attendance at the upcoming preservation conference in Santa Clara and the recognition dinner. A. Bed and Breakfast Ordinance The Commission thanked Staff for supplying the sample ordinances and articles. There was consensus that the Planning Commission should receive a copy of the California Planner article and a memo from the Heritage Commission outlining concerns. B. Voester stated her concern with an owner-occupancy restriction. N. Koepernil; said an ordinance should fit Saratoga's unique situation, suggesting that there be a limit to the number of rooms, adequate off-street parking, health inspections and room tax. He felt a property need not necessarily be historic in order to be a bed and breakfast inn. There was discussion on why the property should be a designated landmark in order to qualify. W. Heid suggested a location requirement of being either on a major thoroughfare or within X00' of a commercial zone. The Commission then directed Staff to prepare a memo to the Planning Commission outlining the Heritage Commission's recommendations on bed and breakfast regulations, to include the following: 1) use permit requirement (with a stipulation that a new use permit be required if the property changed owners ) 2) proximity to commercial district or on a major thoroughfare 3) property be a designated historic landmarW. 4) off-street parking provided at a ratio of one space per bedroom 5) maximum of eight (8) rooms rented • 6) maximum of two (2) week stay ,, _ gut HERITAGE PRESERVATION MINUTES - 9/3/86 7) no change to outside of structure 8) limit size and type of signs 9) 100 sq. ft. minimum room size 10) no cooking in rooms 11) subject to building and fire inspections 12) subject to bed or room tax 13) preferably owner-occupied and operated, or a resident manager 14) serve only one meal (breakfast) 15) obtain proper business license 16) restriction on ancillary uses There was then discussion on the agenda for the Planning Commission meeting on September 16. Staff was directed to prepare an agenda with two items for discussion, the bed and breakfast ordinance and adding heritage preservation regulations to the Zoning Ordinance. IV. REVIEW OF INVENTORY This item was 'continued to the next meeting. U. ADJOURNMENT The meeting was adjourned at 5:15 P.M. The next reoular meeting will be held on Wednesday, October 1, 1986 at 3:00 P.M. at the Saratoga Community Library. Respectfully Submitted, Valerie Young Secretary ~. .>~ Summary of joint meeting of Planning and Heritage Preservation Commissions September 16, 1986 ------------------------------------------------------------------------------- Rt the meeting of September 16, 1986, the Commissions discussed two items: bed & breakfast regulations and relief from strict application of site development standards for designated historic structures. The following consensus was reached on the two items. 1. Bed and BreaN;fast Regulations Staff gave a brief bacF;ground on the status of existing b&b regulations in the zoning code; i.e., they are permitted as a conditional use in the P-A, C-C, C-U, and C-N districts, but there are no specific operational or site development standards. The Commissions discussed possible b&b standards for the City of Saratoga and directed Staff to begin preparing an ordinance that includes the following regulations: a) The property shall be a designated Heritage Resource. b) A use permit shall be required. A new use permit would be required if the property changed owners. The use permit could be revoked if the b&b is not operating according to code and conditions. c) The b&b shall be located either in the Village commercial area or within 500 ft. (this distance may be changed pending measurements to specific properties interested in becoming b&b's) of its boundaries. d> Off-street parking shall be provided at the ratio of one space per bedroom plus one space for the owner or resident manager. e) No more than 8 rooms may be rented. f) The maximum length of stay shall be 2 weeks. g) No structural changes shall be permitted to the outside of the structure. '~ h) The size and type of signs kept at a minimum. i) Individual room size shall j) Cooking shall not be permi k) The b&b operation shall be licensing regulations. 1) The b&b operation shall be shall be limited. Outdoor lighting shall be be a minimum of 100 sq. ft. tted in bedrooms. subject to all City building, fire, and subject to a bed or room tax. m) The b&b establishment shall be owner-occupied or owner-operated with a resident manager. .- i n) Only one meal (breakfast) shall be served. o) No ancillary uses such as receptions, parties, etc. shall be allowed. There was also consensus that since b&b's would be restricted to the Village area, a policy statement regarding this issue should be added to the Village Plan. 2. Relief from strict application of site development standards for designated historic structures. The Heritage Commission expressed concern that the strict application of site development standards (such as setbac4:s, parking, height, etc.> may compromise the architectural integrity and character of historic structures. The Planning Commission concurred and Staff was directed to develop a new findino which would enable the Planning Commission to grant variances from development standards if a structure was a Designated Heritage Resource. • ~~ CITY COUNCIL PLANNING NERITAOE P RCUCN NATION FINANCE LIOIIA RY PVe LIC FAIET PARKS AND CON MI9 SIGN f. 199 COMMITTEE COMN18910N COM RlCgEAT10N • M1931ON POLICE fl FIRE CI TY CITY ATTORNEY , 9EA VILESIConIroB) MANAGER (c o~nP ~n DEPUTY 7REA9URER(0 91 Ap MINISTRATIVE DEPUTY CITY AOMINIB T RATIVE . 43513T4Ni CLERK SECRETARY COMM UNITY 8lRVIGE9 PLAN NIMB CIT Y DIRE CTOR DIRECTOR fI NANCE E NOI NEER DIRECTOR MAINTENANCE DIRE CTOA COMMUNITY SERVICE CLEAN TY PISTL ADMINISTRA TINE SECAETARY ACCOUNT ACCOUNT OFFICER (O.D) SECRET4RY CLERK CLERK SECRETARY RECREATION ' SUPERINTENDENT ~ A9S1$TANT CIVIL COMMUNITY SERVICE ASSOCIATE 4530C1 ATE OFFICER PLANNER PLANNER CHIEF BULL DING STREET CIE RK TYPISTS RECREATION INSPECTOR MAINT SUP ENANCE ERVISOR ~ PARK BUIL S 4N0 DIN09 (0.731 'SUPERVISOR 9ENIOA ENGINEERING SUPER VISOR TECHNICIAN RECEP iIONIST A3919TANT A3913 TANT (0.5) PLANNER PLANNER ~ CLE RK. TYPIS TLD BU1401 NG STREET CLERK TY PIST$ VOIVNTEER INSPECTOR MAINTENANCE LEAD WORKER CLERK TypIST lQ PARK MAINTENANCE JAPANESE 04R COOK DINATOR (OS) DEN SPECI4 LIST RECEPTIONIST A591STANT PL4NNEq ' (O.D) T mpAia ~ BUILDING BOIL DING _ STREET INSPECTOR INSPECTOR M4INTENAN CE II STREET MAINTENANCEII PARK P4 RN ' ~ MAINTENANCE NAINTEN4NCE II 9TR EET STREET ' MAINTEN 4NCE II NAIN TENAN LE L PARK MAIN TEN4NCE L PARK MAIN TENINCE L ' STREET STREET pq RK PA qK MAINTENANCE I MAIN TEN4NCf L' NAINT ENA NCE I MAINTENANCE L GUSTO OIAN CU BTO DI AM ^ ` J4PAN E9E / %/ / ~~~ • _ ~ A A RrQR R ,~ . .r " _ p, ,i ~ '~ ~ z~ ~ t ,' a. ~ i °t ~' ~~' tb c~'` ~,, '9y ~ ~~~ s~~ .: ~~,~ ~ '' r ti : TT!!y ' i • Yf Federal fax Incentives for the Rehabilitation of Historic Buildings The Economic Recovery Tax Act of 1981 (P. L. 97-34), signed by President Reagan on August 13, 1981, made dramatic and sweeping changes in the federal tax treatment of investment in real estate. The law revised the Internal Revenue Code to add an accelerated cost recovery system and to simplify and substantially im- prove the tax incentives for rehabilitating older build- ings, especially in the case of historic buildings. The 25 percent investment tax credit now allowed for re- habilitating certified historic structures has been a sig- nificant stimulus to identifying, designating and sen- sitively rehabilitating individual historic buildings as well as historic commercial districts and residential neighborhoods. The 1984 Tax Reform Act (P. L. 98-369) contains additional implications for transactions in- volving historic properties. This Information Sheet dis- cusses the basic features of federal tax incentives for the rehabilitation of historic buildings. Purpose of the 1981 Reform The reasons underlying the major.reform of the tax incentives for rehabilitating older and historic build- ings, as enacted in the 1981 law, were described in the Senate Finance Committee's report accompanying the bill: The tax incentives for capital formation pro- vided in other sections of this bill might have the unintended and undesirable effect of re- ducing the relative attractiveness of the exist= ing structures. Investments in new structures and new locations, however, do not neces- sarily promote economic recovery if they are at the expense of older structures, neighbor- hoods, and regions. A new structure with new equipment may add little to capital formation or productivity if it simply replaces an existing plant in an older structure in which the new equipment could have been installed. Further- more, the relocation of business can result in substantial hardship for individuals and com- Information Sheet Number 30. ©1984 National Trust for Historic Preservation - RFeEI ~E p CEC 9 1985 CIIy p(ghrNIN6 p~ munities. Since this hardship does not affect the profitability of the business, it may not have been fully taken into account in the deci- sion to relocate, even though it is an economic detriment to the society as a whole. The increased credit for rehabilitation ex- penditures is intended to help revitalize the economic prospects of older locations and prevent~the decay and deterioration character- istic of distressed economic areas. Investment Tax Credit for Qualified Rehabilitation The ITC for qualified rehabilitation, effective January 1, 1982, provides the following three-tiered tax credit: 15 percent for structures at least 30 years old; 20 percent for structures at least 40 years old and 25 percent for The cast-iron facade of this four story former warehouse (1882) at 715-717 West Main Street in the West Main Preserva- tion District of Louisville, Ky., was dismantled and recon- structed for office use in 1983. This tax act project received the 1983 Preservation Award o/ the Preservation Alliance of Louisville and Jefferson County, Inc. (Courtesy of Preserva- tion Alliance of Louisville and Jefferson County, Inc.) National Trust for Historic Preservation, 1785 Massachusetts Avenue, N.W., Washington, D.C. 20036 from the National Trust for Historic Preservation 2 ~J ,, ..~ x; 1 ~ ~~ amp' ~ ~ 11 i The terminal building and train shed of the Romanesque Revival St. Louis Union Station (1894), a National Historic Landmark, will be converted to a mixed-use complex includ- ing aretail marketplace and 550-room hotel. This project is the largest to receive both tax credits.and an Urban Develop- ment Action Grant. (Artega Photos) certified historic structures.' The 25 percent credit for rehabilitation of certified historic structures is avail- able to both depreciable nonresidential and residential buildings. However, the 15 and 20 percent credits are limited to nonresidential industrial and commercial buildings used for income-producing purposes. Thus, Congress included a significant incentive for the cre- ation of rental housing in historic buildings. A certified historic building owned and occupied in part by a taxpayer will qualify for the credit, on a pro-rata basis, for that portion of the building that is income produc- ing. No credit is allowed for the rehabilitation of a building, other than a certified historic structure, less than 30 years old. A "qualified" rehabilitation means any building that has been substantially rehabilitated, was in use priorto beginning the rehabilitation and retains at least • 'An ITC is deducted from the bottom line amount of taxes owed, in contrast to a "deduction," which merely reduces a taxpayer's gross income subject to the tax. 75 percent of the existing external walls after comple- tion of the rehabilitation. The Tax Reform Act of 1984 added an alternative test to this latter "walls" require- mentproviding that those buildings that do not qualify for the 25 percent credit under the present test may apply a new test. The alternative test allows a building to constitute a qualified rehabilitation if a) at least 50 percent of the existing exterior walls are retained as external walls, b) at least 75 percent of the existing external walls are retained in place as internal or exter- nal walls, and c) at least 75 percent of the existing internal structural framework is retained in place after the rehabilitation. ~. Requirements for Rehabilitation of Historic Structures , To qualify for the 25 percent tTC a building must be certified by the Secretary of the Interior as historic. This occurs if (1) it is listed in the National Register of Historic Places or (2) it is located in a registered histor- icdistrict and the secretary certifies that the building is of historic significance to the district. A registered his- toric district is one listed in the National Register of Historic Places or designated by a state or local gov- ernmentunder aatate orlocal statute approved by the secretary, in which case the secretary must still certify the significance of the district itself. A building located within a historic district may not take a 15 or 20 percent ~I ~~ \I 3 credit unless certified by the secretary as not being of historical significance to the district. In addition, to ensure consistent standards of quality in the rehabilitation of certified historic struc- tures, any rehabilitation under the 25 percent credit must be certified by the secretaryas being consistent with the historic character of the building or district in which the building is located.2 Rehabilitations under the lesser credits do not require the secretary's ap- proval. Substantial Rehabilitation Test The ITC is allowed only if there has been a substantial rehabilitation of a building. This means that rehabilita- tion expenditures incurred within a 24-month period must exceed the greater of either the taxpayer's ad- justed basis in the building (cost of the building plus capital improvements, less depreciation) or $5,000. The Technical Corrections Act of 1982 provided that a taxpayer can elect to have the end of the 24-month period fall at any time during the taxable year in which the building is placed in service. In addition this act exempted the basis of land from the determination of 2See National Park Service regulations, 36 CFR Part 67, regarding certifications of significance and of rehabili- tation. Seats/e's Mutual Life Building (1890) is one of 18 buildings in the Pioneer Square Historic District that have been rehabili- tated using the 1981 tax incentives. The entire pro%ect has generated $100.4 million in private investment, an additional $3.6 million in sales and $1 million in property tax revenue. (Karl Bischoff) expenditures for a substantial rehabilitation. The 1981 tax act also permits an alternative 60- month period to meet the substantial rehabilitation test in the case of any project that may reasonably be ex- pected to be completed in phases set forth in architec- tural plans completed before the rehabilitation begins. Depreciation under the Accelerated Cost, Recovery System The accelerated cost recovery system (ACRS) added by the 1981 law (effective retroactive to January 1, 1981) replaced the old system of depreciation over abuild- ing's useful life with a system permitting recovery of capital costs, using straight-line or accelerated meth- ods, over predetermined recovery periods. The 1984 act increased the accelerated cost recovery period for real estate from 15 to 18 years, but taxpayers may elect a 35- or 45-year extended recovery period. As a result of the ITC and the adoption of the ACRS system, Con- gress has eliminated from the Internal Revenue Code the long-standing bias in favor of new construction. In • r: CJ 4 recognition of the economic and social advantages of rehabilitation, there is now a clear incentive for qualified rehabilitation. The ITC is allowable only if a taxpayer elects to use the straight-line method of depreciation with respect to qualified rehabilitation expenditures. If a taxpayer elects to use an accelerated form of depreciation (175 percent declining balance method for all but low-in- come housing, which qualifies for 200 percent declin- ingbalance method), the taxpayer cannot qualify for an otherwise allowable ITC for qualified rehabilitation ex- penditures. Adjustment to Basis Rule Section 205 of the Tax Equity and Fiscal Responsibility Act of 1982 (TEFRA) requires a reduction in basis of assets by taxpayers completing a certified rehabilita- tion of a historic structure. The amount of the reduc- tion is one-half the amount of the 25 percent credit. This adjustment to basis rule became effective for cer- tified rehabilitations ofhistoric buildings placed in ser- vice after December 31, 1982. Thus, taxpayers placing such a building in service (commencing its use in a trade or business or making it available for rental pur- poses) must subtract 12'/2 percent of the qualified re- habilitation expenses incurred (i.e., 50 percent of the allowed 25 percent ITC for those expenses) when cal- culating the basis of the building for depreciation de- ductions under the ACRS. These depreciation deduc- tionsmust betaken by the straight-line method, that is, in equal annual increments over the 18-year recovery period (or optional 35- or 40-year periods) for real prop- erty. In the case of a certified rehabilitation costing $100,000, for example, a 25 percent ITC of $25,000 is deducted from taxes owed. The amount that can be depreciated under ACRS is reduced by one-half of the creditor $12,500. Therefore, the taxpayer could deduct $4,861 of rehabilitation costs per year ($87,500 divided over 18 years) from income in computing taxes owed. For certified rehabilitations of historic buildings placed in service before December 31, 1982, the full amount of rehabilitation expenditures is included in basis for purposes of computing depreciation. Thus, in the example above, the 25 percent ITC of $25,000 is deducted from taxes owed, and the taxpayer deducts $5,556 of rehabilitation costs per year (the full $100,000 divided over 18 years) from income in computing taxes owed. In the case of rehabilitation of buildings qualifying for investment credits of 15 or 20 percent, taxpayers must subtract the full amount of the credit taken in computing basis for depreciation deductions and other purposes. Thus, certified historic rehabilitations are favored by the adjustment to basis rules, as welt as by the larger credit of 25 percent. Generally, the adjustment to basis rule applies to all certified rehabilitations of historic buildings placed in service after December 31, 1982. However, TEFRA provided three exceptions: 1) If there was a contract to rehabilitate the proper- ~~~~ ~. ., er~ . ~J ... ~, 1~~.~..t.~.. : _. ~~itl~ ~~ l~'~ ~~ .. ~ ~-: = ::. . ;- '~i~.~. ,~- ~~- The Sears House, formerly the Apex Building (1859), is a major fax act project on Pennsylvania Avenue in the nation's capital. Restoration of the Apex and two adjoining structures, one of which housed the studio of portrait photographer Mathew Brady, included exterior masonry, cast-iron trim, original slate roof and decorative spires and, on the interior, original cast-iron fluted columns, barrel-vaulted ceiling and white oak woodwork.(John J. G. Blumenson,National Trust) ty, entered into after December 31, 1980, and that was, on July 1, 1982, and at all times thereafter, binding on the taxpayer, and the property is placed in service before January 1, 1986; or 2) If the rehabilitation began after December 30, 1980, and before July 1, 1982, and the property is placed in service before January 1, 1986; or 3) If before July 1, 1982, a public offering with respect to the certified rehabilitation was registered with the Securities and Exchange Commission and an application with respect to the property was also filed with the U.S. Department of Housing and Urban Devel- opment (HUD) under Section 8 of the United States Housing Act of 1937, and the property was placed in service before July 1, 1984. General Rules for Using the ITC Who May Take the ITC: Owners and Lessees The ITC may be taken by the owner or owners of an eligible building when expenditures are incurred on a '.a , _ ..( ~ • '~,4 ~'~ n A ` .t A4 -~,.. :;. ..~ ~`~.1! ~ ~1 r. 1, qualified rehabilitation. Alessee that has incurred qualified rehabilitation expenditures is eligible for the ITC if, on the date the rehabilitation is completed, the remaining term of the lease is at~ least 15 years.3 Tax-Exempt Leasing- Amendments in the 1984 Tax Act The 1984 act included tax-exempt leasing provisions, which deny the rehabilitation tax credit in certain situa- tions. The provisions, targeted at financial arrange- ments perceived to be abusive by Congress, deny the rehabilitation tax credit and require the use of straight- line depreciation over the greater of 40 years or 125 percent of lease term. These tax consequences apply when more than 35 percent of a property is leased to a tax-exempt entity and any of the following four circum- stances is present: 1) The property was financed all or in part by In- dustrial Development Bonds and the entity partici- pated in such financing; 3The Internal Revenue Service is required, under Sec- tion 48(g)(1)(c)(iii) of the Internal Revenue Code, to issue regulations regarding lessees' use of the 25 per- cent ITC. 5 ' K.,on~n,-....+n ~,Y +. a :.. ~~ ~ ~ i ~. r~ I j ~ ~ :, :~,:}:,. .... ( ~ r•~~:rrrr•r.~ .~. -:Z--~. - - ~ ~ •A'' ~ ~`nr !' ^r,l. ^ _• ^ ^ ^ ^ r Here ; • ~ . • ,~, i ` ~ ~ . _ ~ ,.~ ~ ii 2 ~~ . 4'. ~ , ~, ~. t: :. The original bannister and g/ass footlights highlight the mar- ble staircase leading down from the Sears House lobby. (© 1984 Carol M. Highsmith) 2) the lease contains a fixed or determinable price purchase or sale option involving the entity; 3) the lease has a term in excess of 20 years; or 4) the tease follows asale/transfer or lease of the property from the entity and the property had been used by the entity prior to the sale/transfer or lease (this excludes property leased within three months after it was first used by the entity). Regardless of these tax consequences; all rehabil- itation expenses may still be counted to satisfy the "substantial rehabilitation" test. The tax-exempt provision is effective retroactive to May 23, 1983. However, it does not apply where either a) the tax-exempt entity leased the property on or be- fore November 1, 1983, or b) the tax-exempt entity leased the property after.November 1, 1983, but, on or before such date, had entered into a written binding contract requiring the entity.to lease the property. Tax Preferences and Recapture The 1981 act also removed tax incentives for historic structures from the category of tax preferences. Under previous law, preservation tax incentives were treated as items of tax preference, thereby subjecting the tax- payer to a minimum tax of 15 percent on these items, often in addition to the taxpayer's regular liability. Be- cause neither the ITC nor the straight-line method of The twin turrets, added in 1887 by architect Alfred B. Mullett, made the Apex Building a visual landmark along the Inaugu- ral Parade route. (U 1984 Carol Highsmith) 6 depreciation is classified as an item of tax preference, • taxpayers investing in qualified rehabilitations are no longer subject to the minimum tax penalty. Under the recapture rules applicable to early dis- position of real estate prior to passage of the 1981 act, depreciation in excess of that which would have been allowable under the straight-line method (depreciation computed in equal amounts over the recovery period) was subject to recapture-that is, to being taxed as income to the taxpayer in the year of disposal. The availability of an ITC for qualified rehabilita- tions, if taken with straight-line depreciation, elimi- natesthe recapture problem associated with the histor- ic preservation tax incentives under the old law. However, premature disposal of a qualified rehabili- tated building may still result in recapture of a portion of the ITC. Generally, if a qualified rehabilitated building is held by the taxpayer for longer than five years after the rehabilitation is completed and the building is placed in service, there is no recapture of the ITC. If the proper- ty is disposed of during a holding period of less than one year after it is placed in service, 100 percent of the ITC is recaptured. For properties held between one and five years, the ITC recapture amount is reduced by 20 percent per year as follows: Years Held Percentage of Recapture less than 1 year 100 2 years 80 2-3 years 60 3-4 years . 40 4-5 years 20 5 or more years 0 Limitation on Tax Reduction with the Investment Credit The amount of income tax liability (in excess of $25,000) that may be offset by an ITC was reduced by TEFRA from 90 percent to 85 percent. This lower limita- tion, which may increase income taxes payable, be- came effective for taxable years after December 31, 1982. Unused credits for a taxable year may be carried back first to each of the three preceding taxable years and then carried forward to each of the 18 following taxable years. Other Changes to Preservation Tax Incentives and Transition Rules of the 1981 Act Effective January 1, 1982, the new 25 percent ITC for certified historic structures and the 15 and 20 percent credits replaced the following provisions: • 10 percent tax credit for rehabilitating buildings • older than 20 years (Internal Revenue Code Section 315) • 60-month amortization of certified historic reha- bilitation expenditures (Code Section 191) • accelerated depreciation of substantially reha- bilitated certified historic structures (Code Section 167(0)); and • denial of accelerated depreciation for a building constructed or reconstructed on the site of a demol- ished or substantially altered certified historic struc- ture (Code Section 167(n)). Section 2808 of the Internal Revenue Code, requir- ing that demolition costs be capitalized as part of the cost of the land rather than be deducted, was retained. This provision, which expired on December 31, 1983, was extended on a permanent basis by the 1984 tax act and extended to all buildings, regardless of historical value. Generally, the new preservation tax inventives ap- ply to all expenditures incurred after December 31, 1981. A transition rule, however, permits projects on which the physical work began before January 1,1982, to use a combination of the old and new laws: Conse- quently, if expenditures for certified rehabilitation of historic structures were incurred both before and after The National Trust for Historic Preservation's Inner-City Ven- tures Fund supported the rehabilitation of this eight-unit apartment building on Ward Street in Hartford, Conn., for continued low-income rental use. Jn addition to the private investment encouraged by the federal tax incentives, the project is financed by city grants and bank loans. (Courtesy of Broad Park Development Corporation) ~I ~I 7 r January 1, 1982, the prior expenditures could qualify for the old 10 percent ITC (plus accelerated deprecia- tion) or 60-month amortization. In addition, those proj- ect expenditures incurred on or after January 1, 1982, may continue to qualify under the provisions of the old law until completion, if the rehabilitation would have qualified under that law. Comparative Advantage of Certified Historic Rehabilitations The tax incentives for historic preservation reflect the intent of Congress and the executive branch to encour- age reinvestment in America's historic buildings, com- mercial districts and neighborhoods; the 25 percent ITC for certified historic structures is the most bene- ficial tax treatment available for real estate investment under the Internal Revenue Code. The margin of incen- tive for certified historic structures over other rehabili- tations is substantial because of the additional five percent credit, the requirement of only a half adjust- ment to basis and the availability of the credit for in- come-producing residential projects. Generally, the ITC allowed for rehabilitations is more beneficial in terms of immediate tax savings than any form of accelerated or straight-line depreciation. Further, because only straight-line depreciation may betaken with the ITC for qualified rehabilitation expen- ditures,disposition of aqualified rehabilitated building for which the ITC has been taken does not trigger, with respect to the rehabilitation expenditures, the recap- ture rules related to accelerated depreciation. Because there is no accelerated depreciation, there is no tax preference income subject to the code's minimum tax rules. This Information Sheet combines, revises and up- dates lnformationSheet No. 30, "Summary of Preserva- tion Tax Incentives in the Economic Recovery Tax Act of 1981," and its supplement, "Changes in Federal Tax Incentives for Historic Preservation." Those sheets were originally prepared by Aubra Anthony, Jr., former vice president of policy and planning, National Trust for Historic Preservation. The 1984 revisions were pre- pared by the Office of Public Policy, in cooperation with the staff of the Preservation Library, the Office of Re- gional Services and the Preservation Press. The National Trust is the only national private, non- profit organization chartered by Congress with the re- sponsibilityfor encouraging public participation in the preservation of sites, buildings and objects significant in American history and culture. Support f8r the Trust is provided by membership dues, endowment funds, contributions and matching grants from federal agen- cies, including the U.S. Department of the Interior, National Park Service, under provisions of the National Historic Preservation Act of 1966. For information about membership in the National Trust, write Office of Membership Development, National Trust for Historic Preservation, 1785 Massachusetts Avenue, N.W., Wash- ington, D.C. 20036. Dues start at $15 for individuals. The Trust also offers for $50 a Member Organization Program with benefits designed especially for organi- zations. The opinions expressed in this Information Sheet are not necessarily those of the National Trust or the U.S. Department of the Interior. Ta: Carolyn King From: Sharon Landsness {Heritage Preservation Commission, Ghair} For: Inclusion in the Volunteer Recognition Dinner Booklet SARATOGA HERITAGE PRESERVATION COMMISSION MEMBERS Ray Cameron Sharon Landsness {Chair} Warren Heid {V. Chair} Richard Tyrrell Norman L. Koepernik Barbara Voester Elizabeth Ansnes The Heritage Commission, finally up to its full complement of members after several months, is gearing up for the new and challenging tasks ahead. One goal is the establishment of a Bed and Breakfast Ordinance for Designated Historic Landmarks. Another is the eventual removal {by CalTrons} of the beautiful restored Queen Anne style tsar-ner Hutton House, now in the Route 85 Corridor, to a new site in the Central Park Heritage Orchard for the use of Saratoga's many volunteer organizations as a meeting place. Both of these goals will take the full cooperation of the Planning Commission with the Heritage Commission and we hope that we can begin to work more closely with them in the near future. Ongoing projects include:t}completion of our very important Survey of Historic Sites and Structures for use as a reference tool for the Planning Department {and all on a computer disk}, 2} design and manufacture of bronze plaques for the identification of our Designated Heritage Landmarks, 3} involvement in the implementation of the finalized Village Plan, r~} addition of an Historic Element to the Saratoga General Plan, 5} the addition of new Designated Landmarks to the Inventory of Historic Sites and Structures. Our May, 1986 Saratoga Heritage Home Tour can be considered a success in every way but financial! The homes were beautiful, the weather was hot and the people were enthusiasticf - - - i -- - - - K°+~~~~~~' `~ `"~-~A ~..~~~_~~ °~! However, what we did not realize in dollars was made up for by a terrific boast to the public relations profile of the City of Saratoga. ate look foreword to the coming year with great anticipation. We have learned many things in the past four years, and, having tested the waters of public sentiment, we feel that the people are with us and that we are up to the task of preserving the special identity of Sorotogo.w# t. ~ ' ~ f ~ ~ . . ~ SFp Q California History Center . p~A `~ 19$6 De Anza College '~ NN/N~ ~~P 21250 Stevens Creek Blvd. T Cupertino, California 95014 ATTENTION! ~ . - . PLANNERS, PUBLIC 00=1=1CIALS, PRESERVATIONISTS, °.` HISTORICAL SOCIETY MEMBERS, : ~ .. ,,; ; & OTHER INTERESTE® PARTIES!!! ; ~ 4.; '~:. THE CALIFORNIA HISTORY CENTER at DeAnza College~~ in Cupertino is pleased to announce a special winter course, INTRODUCTION TO HISTORIC PRESERVATION!. ~ ~ , This program is especially geared toward those involved in the , HISTORIC PRESERVATION PROCESS. (twill INVESTIGATEthe sources of the preservation movement in the United States, (DEN- ~~.~:. TIFY American architectural styles and their sources, EXPLORE-, - the preservation process through state & federal legislation and at the municipal level, DISCUSS the causes of building deterioration~',~.:, and appropriate maintenance for historic buildings; ALL, leading . to a BROADER UNDERSTANDING of historic preservation and its important role in the COMMUNITY. The course instructor is KENT L. SEAVEY, Chairman of the Mon- ' terey County Historical Advisory Commission, Chair of .the Pres- ervation Committee of the Conference of California Historical- ~,~ Societies and a practicing preservation professional.. FOR FURTHER INFORMATION see a copy of the DeAnza College' Winter Schedule OR, call KATHI PEREGRINE at the CALIFOR- ~; NIA HISTORY CENTER, (408) 996-4712. ~ ~. _:S : , .. .. ~ . Th1E CLASS BEGINS SEPTEMBER 25, 1986. ®ON'T MISS IT!!! .~ • r,ITY OF SARRTOGR PLRNNING COMMISSION RND HERITRGE PRESERURTION COMMISSION RGENDR DRTE: Tuesday, September 16, 1986 - 7:30 to 10:00 p.m. PLRCE: Saratoga Community Center, Rrts & Crafts Room 19655 Rllendale Rue., Saratoga TYPE: Joint Meeting with Heritage & Planning Commissions ---------------------------------------------------------------- ~( I. Roll Call II. Bed and Breakfast Regulations III. Rddition of Heritage Preservation Regulations to Zoning Gode. IU. RDJOURNMENT • COMMISSIONERS: PLERSE CONTRCT STRFF RT 86?-3438 IF YOU CRNNOT RTTEND THIS MEETING hpagenda • MEMORANDUM T0: Planning Commission FROM: Heritage Preservation Commission SUBJECT: September 16, 1986 meeting discussion items DATE: September 12, 1986 1. Bed & Breath;fast Regulations The Commission believes that bed & breakfast regulations can provide an avenue for use and rehabilitation of the City's designated landmark structures. If such structures are permitted to be used as b&b inns, in accordance with specific locational and operational criteria, more property owners may seek landmarl: designation. The attached articles from the California Planner magazine discuss factors that affect the regulation of bed & breakfast inns and community concerns in establishing bed & breakfast regulations. After reviewing these articles and b&b regulations from other cities, the Commission recommends that the following items be considered for inclusion in b&b regulations for the City of Saratoga: a) The property shall be a Designated Heritage Resource. There are currently 8 designated resources; the Commission believes more • property owners would request heritage designation if b&b regulations were adopted. b) A use permit shall be required. A new use permit should be required if the property changed owners. The permit could be revoked if the b&b is not operating according to code and conditions. ~`~~ c) The b&b shall be located in proximity l~'-500') to a`COmmercial district? , d) Off-street parking shall be provided at a ratio of one space per bedroom plus one space for the resident manager. e) No more than~~8rooms may be rented. f) There is a maximum length of stay of 2 weeks. g) No structural changes permitted to the outside of the structure. h)(Size and type of signs shall be limited. i) Room size shall be a minimum of 100 sq. ft. j) No cooking permitted in rooms. LJ t ' k) The b&b operation shall be subject to all City building, fire, and licensing regulations. . 1) The b&b operation shall be subject to a bed or room tax. • ~~ m) The b&b shall be owner-occupied oraoperated~ or there shall be a resident manager. , n) Only one meal (breakfast) shall be served. t~~ o) There should be r 1~; '~'--c ~„ ancillary uses such as receptions and parties. 2. Addition of Heritage Preservation Regulations to Zoning Code. Information regarding this item will be distributed at the meeting. U • Meeting of the Sarata a Pl anni n Cammi ssi an with the Heri to e 9 9 9 Preservation Garnrr~ission Septernber 16, 1 ~vfa Subjects far Discussion ~ ~ 4:-~ 1) Provide relief frarn strict appliGatian of .site develaprnent standards far designated histaric: structures. The Heritage Preservet i an Carnmi ssi an i s .charged with identifying structures and sites of historical, cultural and ,arr.hitecturel importance to Saratoga, and seeking rneans of protecting, preserving end enhancing these heritage resources. The preservation of historic structures ' can sarr~etirnes only be accomplished in a financially . feasible manner by rehabilitation, remodeling and/or changing the use of the building. This has been the case fur a number of histaric buildings in the Village area in recent years. However, The Heritage Gamrnission has found that, when site develaprr~ent ,standards including setbacks, .side yards, and parking requirernents, etc.), are strictly applied, particularly on srnall tats, the architectural integrity and histaric character of the building are often comprarnised to SUCrI en e,stent that it can no Langer be considered as historically or architecturally irnpartant. The Heritage Preservation Gamrnissian suggests that tree Planning Carnrnissian be provided the ability to approve varian~:es frarn site development standards, where appropriate, when designated histaric structures are involved. In such cases the Heritage Carnrnissian would make recomrnendatians to the Planning Commission with regard to passible variances. 2~ Permit Bed and Breakfast uses far designated histaric structures upon securing a use permit in defined areas of the city. 0~ 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 • (408) 867-3438 MEMORANDUM TO: Heritage Preservation Commission DATE: October 17, 1986 ~, FROM: Valerie Young, Secretary to Commission SUBJECT: Special meeting Chair Sharon Landsness has called a special meeting of the Heritage Preservation Commission to discuss the status of the Warner-Hutton House. Attached is an agenda for the meeting. Please note the place and time are different from the-usual place and time. Also attached is the portion of the Draft EIR for the HWY 85 Corridor which discusses the house. CITY OF SARATOGfl HERITAGE PRESERUHTION COMMISSION AGENDR DRTE: Wednesday, October 22, 1986 - 2:30-4:00 P.M. PLACE: Saratoga Corhrhunity Center Arts and Crafts Rooch 13650 Saratoga Avenue, Saratoga TYPE: Special Meeting -------------------------------------------------------- I. ROUTINE ORGRNT2flTION fl. Roll Call II. NEW BUSINESS A. Discussion of 4larner-Hutton House III. ADJOURNMENT C1 1 ~ ~ ~ 1 ' STATE Of CALIFORNIA-BUSINESS AND TRANSPORTATION AGENCY GEORGE DEUKMEJIAN, Goromor DEPARTMENT OF TRANSPORTATION :~~~. BOX 7310 ___ ~~ ' SAN FRANCISCO 94120 I (415) 557-1840 September 23, 1985 ~I+` j ROUTE 85 TRANSPORTATION CORRIDOR STUDY - Enclosed is a copy of the Route 85 Transportation Corridor Draft Environmental Impact Report for your review and comment, ~ Map displays will be held from 2:00 to 10:00 p.m., on Wednesday, October 16, 1985, at Branham High School (1570 Branham Lane) in ~ San Jose, on Thursday, October 17, 1985, at the Campbell Community '', ~ Center (1 West Campbell Avenue) in Campbell, and on Friday, October 18, 1985, at West Valley College (14000 Fruitvale Avenue) • in Saratoga. A public hearing will be held beginning at 7:30 p.m., on Wednesday, October 23, 1985, at Branham High School in San Jose and continuing at 8:00 p.m., on Thursday, October 24, 1985, at West Valley College in Sarato a. g The closing date for acceptance for comments is generally forty five (45) days from the date of the notice of availability. If you need any additional information, please call Ron Lemmon at (415) 557-9150.- If you have comments, please send them to Caltrans, Transportation Studies, P. 0. Box 7310, San Francisco, California 94120. Sincerely yours, ~ "- BURCH C. BACHTOLD i ~ District Director RON L EMMON Study Manager Transportation Studies • Enclosure 1 4 .~ C C' • PAGE VI-56 way lines. Low sight walls could be considered to screen the visual impacts of the LRT only alternative. Highway landscaping (including tree preservation, ground cover, screen planting - trees and shrubs and plant establishment), in conjunction with depressed roadway sections, and soundwalls, would minimize views of the transportation facilities, other than soundwalls, and would reduce the affects of highway construction on existing neighborhoods. Landscaping would help the Route 85 transportation corridor blend into the landscaped residential and business areas adjacent to the right of way. It would have the greatest effect from the travelled way side of the sound wall. E. CULTURAL RESOURCES A Historic Properties Survey Report was prepared by Caltrans in November 1984 and is available for public inspection at the Caltrans District 04 office in San Francisco. This report included an evaluation of cultural resources includ- ing archaeological, architectural and historical properties and was prepared to determine the potential impacts of the Route 85 . project alternatives to properties on or eligible for the National Register of Historic Places. This study was confined to the Area of Potential Environmental Impact (APEI) which was established in consultation with the Federal Highway Adminis- tration. The area of potential environmental impacts for archaeological resources was determined to be those areas within the existing or proposed Route 85 right of way boundaries. The area of potential environmental impact for historical resources was determined to be those areas within the existing or proposed Route 85 right of way boundaries plus those properties immediate- _ ly adjacent to either side of the corridor. If additional right of way is required, further cultural resources studies will be required. 1. ARCHAEOLOGICAL RESOURCES Portions of the Route 85 transportation corridor have been covered by 33 partial archaeological surveys for other projects. Caltrans archaeologists surveyed those areas not covered by the above surveys. The two recorded archaeological sites, CA-SC1-137 and CA-SC1-295, are within the Guadalupe Corridor Route 87/Route 85 overlap area. See Figure III-1 on page IV-5 for this overlapping area. CA-SC1-137 was first recorded in 1974 and was determined eligible for the National Register of Historic Places (NRHP) in 1982. Archaeological site CA-SC1-137 is characterized by surface depos- its of midden, fire-cracked rock, ground and chipped stone imple- VI-56 ., ~. PAGE VI-57 meats and shellfish remains. Artifacts found at the site include projectile points, small mortars and pestles and waste flakes. This site also contains burials. There is currently a phased testing and mitigation program on this site in conjunction with the Guadalupe Corridor project. All impacts and mitigation will occur as a result of the Guadalu e Cor id p r or project. Archaeological site CA-SC1-295 was first recorded in 1974 and consists of surface archaeological material. A significance testing program was completed by Santa Clara County. It found that CA-SC1-295 does not meet National Register of Historic Plac- es criteria for eligibility. The Federal Highway Administration has made this determination and the State Historic Preservation Office have concurred with this finding of non-significance. - If during the construction of the selected Route 85 transporta- tion corridor project, archaeological remains are uncovered, all work in the area of the project shall cease until a qualified archaeologist can evaluate the nature and significance of the find. ' 2. HISTORICAL RESOURCES The Historical Architectural Survey evaluated properties within the Route 85 right of way boundaries and those properties imme- diately adjacent to it (which comprise the APEI for historical resources). Properties adjacent to the Guadalupe Corridor (Route 87) project area were not resurveyed because the State Historic Preservation Office has determined that the Guadalupe corridor project will not affect any historic properties. For those buildings constructed within the la t s quarter century, a few representative samples were surveyed. As a result of the survey, three properties within the Route 85 transportation corridor were found to be potentially eligible for the National Register of Historic Places. Subsequently, the Keeper of the National Register determined on June 10, 1985 that these three properties are eligible for inclusion on the,National Register of Historic Places. They are all located in Stn Jose at the addresses listed below and shown in Figures VI-16 through -18. The David Greenawalt Farm 14611 Almaden Expressway Figure VI-16 The Le Fevre House & Barn 1444 More Avenue Figure VI-17 The Warner Hutton House 13495 Sousa Lane Figure VI-18 The Secretary of the Interior has established criteria for use in evaluating and determining the eligibility of of properties for listing on the National Register of Historic Places. Those criteria are listed in Table VI-12. VI-57 • r ~` ~-~ ~. ~~ `£ ` , Y. ~ ~,. C .:x ,,i ..` aw ~ ~ * ~~ y,` A ~~ 1 .T'W ,~ '~ ms`s ~~' '~ r E ~ ~' ~ z ~' ^x't', f Y'stY ~.'f ~:4 7 S~ ;' ¢~~~ h , ~. ...a' .-~ . %' 7 'ky; J ,p~ r t, ~ s~~j Y 1s-` ((~, ~b ~, ~. t ~.`a ;'~ ., .. '.. .~ - - s VI~V ~V \AI ~"~v~rr~~~ ~ ~vvvL *~ ~~ ..~ yR~s "'... ...s'-.wrr, L a,.«. {,~.•.'.yrt1/s.~ ~.~;.~/7..~`:~.'. ~*~"'~`S9tr'ItiGiR1.'l'^~~„'?aw.-.;+~I ROUTE 85 HISTORICAL PROPERTY FIGURE VI-16 ~IYii ~I1N ~+ W.YI 1r~rW ~rrr~nl rMIIWW ~ .r.rrr road wrtt+VlW r..rrr rword rrrwd .......r ....w ....rr ....... ........ • • - ~~ ~ K ty4~t ~. ~ ~~ 4 ~ ~~'~~~ Y9 h ~ ~ ~ ..~aa'~ ~ P$. ~, Y` ~. `F~. ~ x ~'~' .~ YY s f t a ~.,~.y,8~i ~ 'fix _~ i,- '' ~~~c ~ ~ a~3~ ~ ~ ~ ~3~s ~ ~z. ~.~~~~'~ ~ ~~~. ; ~ ice` ~. r !~ + q, re ~. ~ ~~ ~ ~ ~ n g ac Au ~ ~~. 7, ~ ,~ ~ s ~ ~ a ., , rt~ ~ gal, y r i ~ 4 ~s ~ ~P. 1 ~ ~ `~ _ ~ i~ y~ } ~_ _ k _.,,4 "~~""_ ~ i ~ ~ •, i7 F .., Y r~tX C r ~ ~' ~ `~ ~ ~ ~~ ~ ~~ ~ ~ s~~i' ~~ .~~ '% 'Le+C+-7me` ~ '°.„r„y,.V;.,.: ti,. ~~,yk. `d, ,r.~...•.. "I.a.~«F •: ~, ~..~, r"W ~ _ 3 °~"" ti._ ~ ~..~~~~, ,,, .,. ~~ ~, F^~ i " ~~, ... .'. ~ .g.~ ' 11ys ~, ~ .vim ~,, x .. ~ . .«~ .~ :~ ~ +,,.~ ~ ~~ ~ N +..iec+.: 4.~7.rh... L:, -'1 :s„ ~.. r.~ y.~ ~, .~ W ~' .. y~^o i ,~ LE FEVRE HOUSE ~~~ r ~~~. ~ s ~,r ~" -pro; r ,b..~ .a,.,• .~- .,:~ ~2 ~ Y - r '~ ~ ~.'~~ .~~ ~~z : n..... .«., .. .tw.;~..~ tpe~,.y~s`f+h~~~ .r wr..v .. - `a._:_ .. •~aw~a.:~: ..~. ,.+. ~;^. ,.. ,.. • • v/ "'~ '~ ~ C C7 ~ ~ ~ C cam _.- ~ ~ ~ ~ "'~ "~ ~, ,,~ ,, ~. ~'+~ ~.~ , .'' ~ '• ~ ~ .aw" - ~; r~~ ~ r ~ _ .~ - q ~,t ^~ K. ~_ _..._r ~ - dy . i T` ~ ~ ... ^`~.,,~ a., .. ilai-' i ;}: _".~....~ ;~ ,~ III .~ - ~: -' ,., . -~ .. ,wa. ., .3i "..w :a? ~'~ ~, ~ ~ ~. ~ .yp qe~c • I PAGE VI-61 TABLE VI-12 +-------- ~ i NATIONAL REGISTER CRITERIA i i i "The quality of significance in American history, architecture, ~ 'archaeology, and culture is present in districts, sites, ibuildings, structures, and objects of State and local importance that possess integrity of location, design, setting, materials, ~ iworkmanship, feeling and association: ~ i i ~A. That are associated with events that have made a significant ~ contribution to the broad patterns of our history; or i ~ -i 'B. That are associated with the lives of persons significant in ~ our past; or ~ ' i i C. That 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 rppresent a significant and distinguishable entity whose j components may lack individual distinction; or i 1 iD. That have yielded, or may yield, information ~ important in prehistory or history." The David Greenawalt Farm The David Greenawalt Farm, built in 1877, consists of the follow- ing structures: a farmhouse, a tankhouse, a barn, and various frame sheds on an eight acre parcel. The two and a half story farmhouse of wood frame construction is built in the classic Italianate architectural style. All of these buildings are in generally fair condition. The David Greenawalt Farm meets National Register _Criteria B and C at the local level and C at the state level and was determined eliglble for inclusion on the National Register of Historic Plac- es on June 10, 1985. David Greenawalt was born in Pennsylvania in 1824. In 1850 he camp to California in search of gold. In 1851 he married Eliza Booth, a native of England who was a su__rvivor of the ill-fated Donner Party. He earned his living in the stock business and eventually in 1867 acquired the farmstead, which was then over 200 acres. By the time of his death in 1888, his land holdings had grown to 624 acres. The David Greenawalt Farm is an extremely rare survivor of the period of early agricultural development of the Santa Clara Valley which led to the area being termed the 'garden of the world" by the late 19th century. With much of the area today VI-61 c ~~ PAGE VI-62 • given over to tract subdivisions and the technological industries of the Silicon Valley, most of these 19th century farmsteads have disappeared completely. While the remaining acreage is a small fraction of the original, the combination of large farmhouse, with its remarkably intact interior decor, tankhouse, barn and other outbuildings, mature 19th century landscaping elacentwhich orchard remnant well conveys a sense of time and p makes this property very significant. The Le Fevre House The Le Fevre House is a one and a half story wood frame house built in the Colonial Revival architectural style around 1905. It includes such features as a projecting front gable supported by Tuscan columns to form a veranda. The property also includes a Dutch plan carriage barn sheathed in board and batten siding with a gable roof. The property was purchased by Alphonse 0. Le Fevre as a 20 acre parcel in 1904. The Santa Clara County Directory lists him as a orchardist. Remnants of the original walnut orchard which the house and barn served can still be seen in adjoining parcels. With its high • degree of architectural integrity, mature period landscaping and a fine barn, this small complex represents an increasingly rare and good example of an early 20th century farmstead of which relatively few remain in Santa Clara County. In the context of both this area and the era represented, this property meets National Register criterion C at the local level and was deter- mined eligible for the National Register of Historic Places on June 10, 1985. The Warner Hutton House The Warner Hutton House was built around 1896. It is a one story wood frame house on a L-plan which was built in the Queen Anne architectural style. Warner Hutton was born in New York in 1842. He~came w~r~st with ,his parents and in. 1883 he purchased 175 of his parents' 200 acres. In 1896 his parents gave him the remaining acreage and it appears that the house was constructed around this time. The Warner Hutton House has a high degree of architectural integ- rity, and in the context of the Santa Clara Valley, is one of very few remaining houses of its period with this degree of design .detail. This property was determined eligible for inclu- sion on the National Register of Historic Places on June 10, • 19as. All three historic properties lie within the proposed alignment of the Route 85 transportation corridor and will be moved or demolished by the proposed project. These properties have been VI-62 i ~ ~ ~` • PAGE VI-63 ii determined eligible for and included in the National Register of Historic Places. Because specific project plans have not been developed, no Deter- mination of Effect has not been made for these three historic properties. Generally adverse effects occur when a historic property is isolated from its surrounding environment; when that environment is altered; or when visual, audible, or atmospheric elements are introduced that are out of character with the prop- erty and its setting. Therefore, it is reasonable to assume that any of the construction alternatives will have an adverse effect on these historic properties. As the properties are significant and eligible for the National Register of Historic Places, the impacts to these properties constitute significant adverse envi- ronmental impacts. The impact on these structures will be mitigated by either of the ~. following measures: !i 1) Relocation of the impacted property with the coordination of the local historical society to an appropriate site. 2) Recording of the .affected properties to the Historic American Building Survey (HABS) standards before demolition. If the structures are relocated, the parcels onto which they are moved will be fully landscaped to approximate the landscaping of the original parcel. Which mitigation measure(s) will be applied will be determined by Caltrans and the Federal Highway Administration in consultation with the State Historic Preservation Office and the Advisory Council on Historic Preservation. F. DRAFT SECTION 4(F) EVALUATION The Federal-Aid Highway Act of 1968 seeks to preserve the natural beauty of the country side and public park and recreation lands, wildlife and waterfowl refuges, and historic sites. I~ further specifies that "publicly owned land from a public par;c, recre- ation area, or wildlife and waterfowl refuge of national, state I' or local significance--or a~ land from a historic site of national, state or local significance' may be used for Federal-aid pro3ects only if: -- II 1. There is no feasible and prudent alternative to the use of such land, and ~~ 2. The project includes all possible planning to minimize harm to 4(f) lands resulting from such use. . VI-63 ., ~ ~ ~ ~~ PAGE VI-72 • RECREATIONAL LAND The Branham High School playing-field is the only non-park public recreational land impacted by the construction of any of the alternatives within the Route 85 transportation corridor. Figure VI-22 depicts this recreational area. There will be a loss of approximately 4.5 acres of playing field and open space which is inside the right of way needed for the construction of any of the proposed alternatives. The athletic field is adjacent to the proposed right of way line for approximately 1100 feet and the nearest building is approximately 500 feet distant. The baseball diamond backstop will also be impacted and will have to be relo- cated away from the corridor. The tennis courts at the edge of the right of way will be impacted by the introduction of new noise to the area. This impact will be mitigated by the construction of a noise wall to attenuate the noise to largest extent possible. The history of the interrelationship between the development of the school site and the Route 85 corridor dates back to 1963. The Campbell Union School District was aware of the right of way boundaries for the Route 85 corridor and maintained close coordi- nation with Caltrans prior to the purchase of the school site. Design of the school facilities was based on the eventual sale of the 4.5 acres to Caltrans for Route 85 transportation corridor. The only improvements that have been made to this land are the construction of a baseball backstop, planting of grass and the installation of sprinkler systems. There is no prudent and feasible alternative to avoid impact to this recreational land. To shift the alignment south of its present location would impact the Athenour Elementary School is not currently affected by the Route 85 transportation corridor. This property would also be 4(f). To shift the alignment to the - north would cause impacts to the Branham High School football stadium. 2. HISTORICAL PROPERTIES - There are 3 historical properties and one significant archaeolog- ical site which will be impacted by any of the proposed alterna- tives. The three historical properties are the David Greenawalt Farm, the Le Fevre House and Barn, and the Warner Hutton House. Their locations are shown on Figure VI-22. These three properties are eligible for the National Register of • Historic Places. The David Greenawalt Farm, built in 1877, is an extremely rare survivor of the early agricultural development period of Santa Clara Valley. The Le Fevre House and Barn, built after 1905, is an increasingly rare and good example of an early 20th century farmstead, a property type .which is rapidly disap- VI-72 ~~ ~.~ ..,.. :. ~, ~ ~'=i1 ~~ Q~~ • _ -'- ~ r~ ~ ~' w "~ O ~ ~~ R S ~11 O . ~l~? ~" .~ o' ,~~~ ~ y ~4 ~ ~ The Le Fe vie House & Born f r til A _T91 , ~~~ _~ - - N % /~,)t / e <.~./ t ~ ~ l~~T ~f The Worner Huf/on House Sousa Lone ~-~• ore venue ~ ~~ ~ ~ \~ ~ ~ ~ -ti 1 ~~ ~.{ ? ~,.~i (."• . `, ~ ~ ~ ~ • ~~ ,;~: it ' ~ \ ~ ' `~ ~ ~~' ~~ ~~- ~ 1 ~ 1 ~~- ..,~-, . ,. ,,tib~, its , i ,,,•tu - ~~ ~,,-. 1'c 'rye-•~ ['r, ~1 1 '~~ '' ~'-~~~ ! j~ ,~'i• 1~,~~ i .. ~., .,1,. ~, ;: ~r `~~ d~ 1 A The David GreenQwo/t House ^ (\ N ~ O fu.[ rw r[[. ~ w -I 717 A/modes Expresswoy .... ,... ,,.. . . ('~ /_'1 _ OUADALU-• ~110,l~CT-^E-11q/MAr w/lAT c c PAGE VI-75 gearing in Santa around 1896, has a the context of the ing houses of its Clara high Santa period County. The Warner Hutton House, built degree of architectural integrity, and in Clara Valley, is one of very few remain- with this degree of design detail. All three of these properties will be impacted by the construction of any of the "freeway" alternatives. Only the Le Fevre House and Barn would impacted by the LRT alternative. All properties are in the Route 85 right of way. Any shift in the alignment would impact developed areas and would require new right of way acquisition and displacement of people and busi- nesses. The construction of the Route 85/Almaden Expressway interchange may require the removal of the David Greenawalt Farm. Feasible design changes which would reduce or eliminate the impact of the David Greenawalt Farm are being investigated. - If there are no design changes which would eliminate the impact, the David Greenawalt Farm and outbuildings, after being recorded to the standards of the .Historic American Buildings Survey, will be relocated with the coordination of the Santa Clara County Historical Resources Commission. The final mitigation measures will be included in the Final Environmental Impact Statement for this project. All of the Route 85 project alternatives will require the removal of the Le Fevre House and Barn as this property lies in the middle of the transportation corridor. There are no feasible A design changes which can be incorporated which would reduce or eliminate the construction impact on the property. As mitigation for this impact, the Le Fevre House and Barn will be recorded to standards of the Historic American Buildings ~ . Survey. Relocation of this property is also an optional miti- gation measure. The final mitigation measures will be included in the Final Environmental Impact Statement for this project. The Warner Hutton House will be impacted by any of the Route 85 project alternatives. There are no feasibl d e an prudent design h c anges which can be incorporated which would r"educe or eliminate the construction impact on the property. Any of the project alternatives will. require the removal of the Warner Hutton House. As mitigation for this impact, the Warner Hutton house will be recorded to the standards of the Historic American Building Survey. Relocation of thi s property is an optional mitigation measure. The final mitigation measures will be included in the Final Environmental Impact Statement for this project. Th e archaeological site subject to Section 4(f) involvement is CA SC1-137. This site is located in the section of the corridor that overlaps with the Guadalupe Corridor easterl f h y o t e Route 85/ Route 87 interchange. (Figure I-2 on page II-5 depicts this VI-75 • PAGE VI-76 overlapping section.) This site will be impacted by the Guadal- upe Corridor project and is currently in a phased testing and mitigation program in conjunction with that project. There will be no further or other impact to this site from any of the Route 85 transportation corridor alternatives. G. SOCIAL AND ECONOMIC PROFILE 1. POLITICAL JURISDICTIONS The Route 85 transportation corridor passes through five cities or towns from its proposed interchange at Route 101 in south San Jose to Stevens Creek Boulevard in Cupertino, a distance of approximately 18 miles. The cities include San Jose, Campbell, Cupertino, Saratoga, and the Town of Los Gatos. Figure VI-23 depicts the corporate city boundaries in relationship to the f: Route 85 transportation corridor. • 2. POPULATION AND DEMOGRAPHICS Table VI-14 reveals some of the population characteristics of the ~ Route 85 transportation corridor cities. Also included is the length of the transportation corridor within each city and its overall percentage of the entire 18 miles. None of the proposed alternatives will significantly alter the population characteristics of the Route 85 transportation corri- dor. - VI-76 c c PAG1; XIII-2 • • George Matsumoto - Air & Noise Report; Transportation Engineer; L3 years Caltrans experience in transportation engineering; 12 years Caltrans experience in air and noise studies. Greg King - Historical Property Survey Report; Environmental Planner;.... Bachelor of Arts: History, Master of Arts: Public Historical Studies, University of California, Santa Barbara; l year Caltrans experience in historical studies. Larry Weigel - Archaeological Survey Report; Environmental E'lan- ner; Bachelor of Arts: Anthropology, Humboldt State University; 2 years Caltrans experience in archaeological studies. Barbara Szudy - Conceptual Stage Housing Study; Associate Right of Way Agent; Bachelor of Arts: Enblisl~, University of Californi- a, Eerkeley; 1 years Caltrans experience in right of way studies. I:eith Robinson - Visual Analysts; Landscape Architect; Bachelor of Science: Landscape Architecture, California Polytechnic, San Luis Obispo; 4 years Caltrans experience in landscape architec- ture. XIII-2 • CITY OF SRRRTOGR HERITAGE PRESERVATION COMMISSION AGENDA DRTE= Wednesday, September 3, 1986 - 3_00 P.M. PLRCE: Saratoga Community Library Meeting Room 135GO Saratoga RWe., Saratoga TYPE: Regular Meeting ---------------------------------------------------------------- I. ROUTINE ORGRNIZRTION R. Roll Call B. Rppro~al of Minutes of 816186 II. OLD BUSINESS R. Letter to home owners of historic properties 4Uoester) B. Discussion on Miljecich Ranch and 20770 Wildwood Way III. NEW BUSINESS R. Bed and Breakfast Ordinance IU. REVIEW OF INVENTORY Beginning with #39 U. ADJOURNMENT COMMISSIONERS= PLERSE CONTRCT STRFF RT 8G7-3938 IF YOU CRNNOT ATTEND THIS MEETING ~PLERSE RLSO NOTE THE NEW STRRTING TIME FOR THE MEETING IS 3.00 PM hpagenda ~ ,~~ ~_ e ~~~ ~~ ~ ~ ~ ~. • CITY OF SARATOGA HERITAGE PRESERVATION COMMISSION MINUTES DATE: Wednesday, August, 6, 1986 - 3:00 P.M. PLACE: Saratoga Community Library Meeting Room, 13560 Saratoga Avenue, Saratoga TYPE: Regular Heating I. ROUTINE ORGANIZATION A. Introduction of new Commissioners and staff. Because Chair Landsness was going to be late, the meeting was called to order by B. Voester at 3:05 P.M. Planning Director Hsia stated that the new Commissioners had not been sworn in yet and that both were on vacation. He introduced Associate Planner U. Young who would be staffing the Commission from now on. B. Roll Call Present: Commissioners Cameron, Heid (3:30), KoeperniF;, Voester, Chair Landsness (3:30) Staff: Hsia, Young C. Approval of minutes of July 2, 1986. Minutes are amended as follows: Pg. ~ - #31 - Correct spelling of Mr. Jarbo's name to Jarboe. Add "s" to home. #3~ - Change "Hr." to "the". Pg. 3 - #34 -Change address to read 14510-14540 Big Basin Way. Add "portion of the" to last sentence in paragraph. M/S CAMERON/KOEPERNIK to approve minutes as amended. Carried 3-0. r II. OLD BUSINESS The Commission decided to carry discussion on this item to II the end of the meeting. • III. NEW BUSINESS The following items of new business were brought up by Commissioners: - R. Cameron brought up the conference on preserving historic districts to be held in Santa Clara on September 26-27. Planning Director Hsia stated that Commissioners interested in attending should contact V. Young for registration. -B, Voester stated the check had arrived for the house tour. - B. Voester asked about the status of the fire bell. Y. Hsia responded that the City Attorney was working on the wording of the agreement. - B. Voester asked about the status of 20770 Wildwood Way, #20 on the inventory. She thought it had been changed into four condos. - B. Voester discussed the Miljevich Ranch Buildings and recent Planning Gommission action on this property. She was concerned about the possible significance of the structures. A. Discussion of joint meeting with Planning Commission on • 9/16/86. 1. Bed and Breakfast Ordinance. The Commission discussed possible approaches to take with an ordinance. R. Cameron mentioned articles in the California Planner magazine. Staff dill research other ordinances acrd forward to Commission for review prior to next meeting. 2. Historic Elemant in the Zoning Ordinance. The Commission discussed the possibility of adding a preservation review process into the Zoning Ordinance for structures listed on the inventory. They would like to have more review over what happens to those structures. IU. HC/PD DISCUSSION A. Approval of Resolutions of Appreciation. A few minor corrections were made to resolutions. M/S HEID/VOESTER to approve and forward to City Council for • scheduling on their September 17 agenda if possible. 2 B. Letter to Homeowners. • This item was carried over to the next meeting. C. County Historical Transit Map. B. Voester volunteered to serve as liaison for this project. There was discussion on which properties should be included. U. ADJOURNMENT The meeting was adjourned at 5:15 P,M. The next meeting will be held on Wednesday, September 3, 1986 at 3:m0 P.M. at the Saratoga Community Library. Respectfully Submitted, Valerie Young Secretary • 3 • 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 (408) 867-3438 COUNCIL MEMBERS: Linda Callon "~ u " `~ ~ r ' ''8~' Martha Clevenger Virginia Laden Fanelli Joyce Hlava David Moyles I~Srs. Evelyn A. Swanson 5~" GB~~ 04 ~~° ~°~/° BOO C~ 17G i3th .H venue Anytown, GA S5OC3U Dear Ms.Swansvn, ~ ` ~~~ ~~~ The Saratoga i?erit3g preservation Gorymission is in ~ process of revising t2'ie cit.y~s ~,v of Kist ric Sites Ti-xis c„rv°~ identif~.es t:-ie historic sites in Sarato~xa .end include::, tTe'h~~;me. , ow I have enclosed the current survey sheet. The uommis.:>ion is hoping to correct and add to this in±ormation. a'1.o you have any additional facts that would tie helpful to us: We need the date and any details surrounding the original construction, identification of the builder, and a i.isting of additions or modifications that. have been made to the exterior of the orginal structure. We would alse ue interested in any information you might have about the original owner or other occupants of the home or historical events that took place ti~ere. If you have sny p'rxotographs of th.e house as it waa in the past, and a current photo that shows the house to its best advantage, we would appreciate it. If not, would you mind if ,~ new uhota were t.alsen? I hope that you will be ao'e to help us as we accurately and completely document ail of the historically significant structures in Saratoga. I am including an application for the designation of your home as a heritage resource in Saratoga so that its historic character can be preserved in the years to come, Presently we have eight historic designations! The commission and the city are most anxious to protect its historic structures through the Heritage Resou~.-ce Ordinance. I# I can be of any help please contact, me. Thank you in advance fox you help and cooperation. Sincerely, Barbara S. Voester, Commissioner Saratoga Heritage Gommissian s MEMORANDUM .DATE: August 27, 1986 T0: Heritage Preservation Commission FROM: Valerie Young, Associate Planner SUBJECT: Bed and BreaN;fast Ordinance Attached is the bed and breakfast ordinance information requested by the Commission at the last meeting. Staff recommends the Commission review the material and discuss it at the September 3 meeting in relation to the upcoming joint meeting with the Planning Commission on September 16, 1986. ~~W ~~ HERITAGE PRESERURTION CQMMISSION AGENDA DRTE_ Wednesday, Rugust 6, 1986 - 3=00 P. M. PLACE= Saratoga Community Library, 13650 Saratoga Avenue TYPE: Regular Meeting 3:00-3;05 I. ROUTINE R. Introduction of new Commissioners ~ Staff B. Roll Call C. Rpproval of Minutes of ?!2186 3:05-4:00 II. OLD BUSINESS R. Updating survey - review of inventory • beginning with #39. 4:00-4:45 III. NEIJ BUSINESS R. Discussion of joint Meeting with Planning Commission on '9~l~1 6186 ~~®~~?`B'ed and Breakfast Ordinance '~~ 'p ,.,_.,..--- 2. Historic Element in the Zoning Ordinance 4:~5-5:00 IU. HClPD DISCUSSION „/ R. Rpproval of Resolutions of Appreciation <attached> ~B. Letter to homeowners of historic properties .listed in the Inventory CUoester) `~C. County Historical Transit Map tletter dated 7!7!86) 5:00 p.m. U. vv ADJOURNh1ENT • • CITY OF SARATOGR HERITAGE PRESERVATION COMMISSION MI~JUTES DATE: Wednesday, July 2, 1986, :,: 00 p.m. PLACE: Saratoga Community Library Meeting Room, 13560 Saratoga Avenue, Saratoga TYPE: Regular Meeting ROUTINE ORGANISATION I. The meeting was called to order at 3:15 P.M. by Chair Landsness Roll Call • Present: Commissioners Cameron, Heid, Koepernik, Voester, Chair Landsness MINUTES OF 6/18/86 Minutes are to be amended by adding #4, Pg. 3 under "miscellaneous reports and discussion as follows: #4. Commissioner Heid presented draft resolutions of appreciation to the Lomas, Pecks & Bregmans. The Commission made some minor modifications and directed staff to make the revisions and return copies of the resolutions to the Commission for review. These resolutions would be presented to the residents at a future City Council meeting. Page 3, B-2 "Montevista" should be spelled "Monta Vista." M/S HEID/UOESTER to approve minutes as amended. Carried 5-0. The Commission decided to discuss the miscellaneous agenda items A-F until 4:00; then continue with old business, "review of inventory beginning with #31." IU. HC/PD DISCUSSION A. Results of House Tour. Chair Landsness reported a X400 profit. An itemization will be following. • B. Status of Fire Bell. Staff Planner Caldwell reported that the City Attorney is working on the agreement between the Fire Dept. and City regarding costs which is required prior to designation. Commissioner Voester expressed concern that the Fire Dept. volunteers will think the City has lost interest. The Commission • Heritage Preservation Commission Minutes - 7!2!86 Page Z urged the City Attorney to "keep moving." C. Sign for Central Park Orchard. Chair Landsness stated that the sign is being made for the City Hall and the Orchard. It is hand carved by a meticulous carver, per Roy Swanson, Parks Supervisor. D. California History Center Report. Commissioner Voester requested that the Heritage Preservation Commission should review copies of the individual evaluations from the house tour which is on file with the California History Center. Chair Landsness will get copies. E. Budget. Staff presented copies of the approved budget (Exhibit A, attached). The Commission approved the purchase of copies of Saratoaa's First Hundred Years. Commissioner Heid will bring them to the next meeting. F. Discussion of Protiva project, Oal: Place. The Commission discussed the proposed development of Oak Place, expressing concern that the structures not be oversized. It was M/S • VOESTER/KOEPERNIK to express the Historic Preservation Commission's support to the Planning Commission in the design review process, that the Planners "not allow an oversized structure and use good judgement regarding the percentage of lot coverage. The design should be sensitive to the older historic character of the neighborhood, circa 1920, 1930, 1940 era." F-2. Commissioner Koepernik informed the Commission that he would not be attending the Main Street Program, Sept. .',-5 in Winston-Salem. F-3. The Commission will review Resolutions of Appreciation for Mr. & Mrs. Lomas, Bregman and Peck at the next meeting. II. OLD BUSINESS. The Commissioners reviewed the Heritage Preservation Commission Inventory beginning with #31 and made comments as follows: Numbers refer to numerical order in Survey Book. #31 - One of Mr. Jarbo's home. Remodeled over the years to a larger structure. Henry Jarbo was one of the original founders of Madronia Cemetery Association. #32 - F. B. Willard House. Mr. Willards main residence. Executive of the "City of Paris." Architectural style - California Craftsman (1890- 1920). No known major changes made to original building. #33 -Remove "secluded.....Neale's Hollow", remove "resort cottage . proposed." Insert California Craftsman. "One of the laroest coast live aaks." Owner: John R. Kahle. Typifies Julia Morgan architecture and remains as originally designed. Secluded on a knoll above Saratoga Creek. • Heritage Preservation Commission Minutes - 7/2/86 Page ~ #34 -Moved to 14510 Big Basin Way in 1983. APN 517-09-071. Originally located at 20680 Marion Road. Dismantled in 1983 and relocated to its present site by Zambettis. Unfortunately, the only remaining structure is the front and side elevations. #35 - Skip for now. #36 - Remove ':resort cottage period." Carmichael owned and operated a lumber mill above Saratoga. (commissioner Voester will report more later ). #37 -Should be inserted as #2 in Survey. (State Historical Landmark is #1 ). This reflects information from County Inventory Book. Remove "resort period." Plaque given to City and attached to the Memorial Arch by California Centennial Commission. Architect - Robert Bruce Porter. #38 - Architect - Charles Boosinger. widened to include store front windows. Defense headquarters during World War II. • and church. "Congregation" spelled wrong Commissioner Heid will bring samples of arch labelling the Inventory at the next meeting. V. ADJOURNMENT The original entrance was Used as Red Cross and Civil Also used an antique store in the 2nd line. itectural styles to use in M/S HEID/LANDSNESS to adjourn 5:00 P.M. carried 5/0. Respectfully submitted, Kathryn Caldwell Secretary ~xh~,b',f ~- ,, ~;ERITRGE PRESERURTION COMMISSION BUDGET - FY 1986187 RCTIUITY COST 1_ Personnel. Staff support to Corinission, ~ 1,464 5l. of Rssistant Planner's tiMe 2. Part-tiMe UaQe_ Student help, ~ 600 100 hrs. x ~6 = X600 . 3. SuppliestEauiprient. ~ 2,550 Materials far survey update - X400 Historical placques, 13@ x150/ea = X1,950 Other misc. supplies - ~ 200 4. MeetingstConferences. Registration fees $ 1,000 for Cor~nissioners S. Publications/Subscriptions. ~ 340 • .7 copies of "Saratoga's First Hundred Years," ~ X20 each - X140 Misc. Books - X200 TOTRL ffi 5,954 RESOLUTION N0. WHEREAS, Mr. and Mrs. Willys Pecl; generously permitted the Heritage Preservation Commission of the City of Saratoga to use their residence, known as the Higginbotham House, at 14275 Saratoga Avenue in Saratoga as one of the Heritage Homes for the {~ Saratoga Heritage Home tour; and WHEREAS, Mr. and Mrs. Willys Pec{: have preserved and maintained this California Craftsman house built in 1920 in its near original condition, and WHEREAS, Mr. Willys an Mrs. Peclc have continued to restore the residence and property to meet the original appearance of this residence to preserve it as a heritage for people of the City of Saratoga, and WHEREAS; Mr. and Mrs. Willys. Peck. have assisted with the preservation of the history of Saratoga not only through their home, but through their interest in the Saratoga Historical Foundation and h1useum and through their teaching of the young people of Saratoga; and ~~~~` • WHEREAS., Mr. and Mrs. Willys Pack did accept the challenge of having many interested persons of the commufnity, who had an interest in the Gity of Saratoga and its (homes, tour their residence on April ~0, 1986, on behalf of The Heritage Preservation Commission, NOW, THEREFORE,. BE IT RESOLVED, that the Saratoga City Council extends it s sincere appreciation; and hereby .congratulates MR. AND MRS. WILLYS PECK as a 1986 Heritage Home Tour participant, for their special interest and service to their co munity, Thye Council, on behalf of The Heritage Preservation .Commission and all of our citi~ens_, commends them and lool:.s forward to their association with the City of.Saratoga for many more years. The above and foregoing resolution was' passed and adopted by the Saratoga City Council at a regular meeting held on the day of 1986, by unanimous vote. Mayor ATTEST: City Clerk RESOLUTION N0. ~~~D WHERE S; Mr. and Mrs. Cor Bregman generously permitted The Heritage Preservation of the City of Saratoga to use their res.i,~dence at 0033© Saratoga-Los Gatos Road in Saratoga as one of theYHeritage Homes for the Saratoga Heritage Home Tour, and WHEREAS, Mr, and Mrs. Cor Bregrian have preserved and restored this residence, known as Villa Deodara to its former elegance and is a heritage for the people of Saratoga, and WHEREAS, Mr. and Mrs. Cor Bregr-~an have maintained and enhanced their home with elegant landscaping and drive, this two-story T~* ~-~a.~~-~, Mediterranean villa built in 191, will bring much pleasure to all who s~e°it in the years to come, and Vlp,~.r WHEREAS, Mr. and Mrs. Cor Qregman did accept the challenge of having riany interested persons of the community, who had an interest in the City of Saratoga and its historic homes, tour their residence on April 20, 1986, on behalf of The Heritage Preservation Commission, and NOW, THEREFORE, BE IT RESOLVED, that the Saratoga City Council e:;tends its sincere appreciation, and hereby congratulates MR. AND MRS. COR BRE6MAN as a 1986 Heritage Home Tour~articipant, for their special interest and service to their c mmunity. The Council, on behalf of The Heritage Preservation Commission and all of our citizens;. commends them and looks forward to their association with the Gity of Saratoga for many more years. The above and foregoing resolution was. passed and adopted by the. Saratoga City Council at a regular meeting held on the day of- 1986, by unanimous vote. MAYOR ATTEST: CITY CLERK • • RESOLUTION N0. WHEREAS; Mr, and Mrs. Woodrow Lomas generously permitted the Heritage Preservation Commission of the City of Saratoga to use their residence; known as The Missionary Settlement House located at 14683 Oak Street in Saratooa as one of the Heritage Homes for the Saratoga Heritage Home Tour, and WHEREAS; Mr. and Mrs. Woodrow Lomas have preserved; restored, and maintained this Oueen Anne style Cottage (constructed in 1897 by Clarence George) in order to assist with the preservation of the original Village of McCartFiysville, and WHEREAS; Mr. and Mrs. Woodrow Lomas have researched the history of the structure for such details as traditional mouldings, wallpaper; and other such items for their restoration through photographs of the period; and have consulted ~w~i,~th~local historians and other restoration carpenters; and ~`g/"""°'" WHEREAS, Mr. and Mrs. Woodrow Lomas did accept he challenge of having many interested persons of the. comet ity, who had an "" interest in t e City of Saratoga and its homes, tour their residence on ~pril Cm; 1986; on behalf of The Heritage Preservation Commission, NOW; THEREFORE, BE IT RESOLVED, that the Saratoga City .Council e::tends its sincere appreciation; and hereby congratulates ' ~ MR. AND MRS. WOODROW LOMAS as a 198E Heritage Home Tour participant, for their .special interest and service to their community: The Council, on behalf of The Heritage Preservation Commission and all of our citizens, commends them and looks forward to their association with the City of Saratoga for many mare years. The "above and foregoing resolution was passed and adopted by the Saratoga City"Council at a regular meeting held on day of 1986, by unanimous vote. MAYOR ATTEST: CITY CLERK County of Santa Clara Historical Heritage Commission County Government Center, East Wing 70 West Hedding Street San Jose, California 95110 (408) 299-4321 California July 7, 1986 Chairperson, City of Saratoga Landmark Preservation Board 13777 Fruitvale Avenue Saratoga, CA 95070 Dear Chairperson RECEIVED JUN 11196 PLANNING DEPT. James A. Nugent, Jr., County of Santa Clara Transportation Agency, approached the County of Santa Clara Historical Heritage Commission with an exciting proposal to promote our County heritage and encourage leisure time usage of public transit. Jim has requested our County Commission to work with his department in developing a County Historical Transit Map, listing the buses, routes and schedules to reach the various historical sites in the County. The County Historical Heritage Commission enthusiastically backed the concept and is ready to begin the task. Before we can proceed, we must ask for assitance and support from each City Historical Heritage Commission within Santa Clara County. The County Historical Heritage Commission is requesting inclusion of the topic, County Historical Transit Map, on your next commission agenda. Our Commission needs to know what sites you prefer to be considered for this project. Any .additional ideas from city commissioners would be useful, i.e., development of a special County-wide historical tour. Perhaps it would be useful for your historical commission to appoint a member as a liaison to the County Historical Heritage Commission for this project. If you have any questions regarding the project, please call me at (408)867-9010, or Beverly Mile, Commission Secretary, at (408)299-4321. Cordially, /1~ Kendrea L. Justice-March Commissioner Santa Clara County Historical Heritage Commission cc: James A. Nugent, Jr. Communications Specialist County of Santa Clara Transportation Agency 1555 Berger Drive San Jose, CA 95112 0 An Equal Opportunity Employer • i ~-~_ ~~ ~~ e~ B U I L D I N G P E R M I T P R O C E S S PLANNING COMMISSION APPROVAL (if re uired) APPLICANT SUBMITS STEP 1 2 SETS OF PLANS BUILDING DIVISION COUNTER STEP 2 SET #1 TO PLANNING FOR PLAN CHECK STEP 3a SET #2 TO BUILDING DIVISION FOR PLAN CHECK STEP 3b STEP 4 BUILDING DIVISION -COUNTS R A W z ~ a °a a a a •~ BUILDING PERA'iIT STEP 5 IS ISSUED TO APPLICANT TO APPLICANT FOR required REVISIONS OR STEP 4a • BUILDING PERMIT PROCESS Step 1: After receiving Planning Commission approval, applicant submits 2 complete sets of architectural and structural ~ilans to the Building Division. Attached to the plans is a copy of the resolution of the Planning Commission approving the project. R plan check fee is required, based upon the assessed valuation of the project. Step 2: Building Division routes one set of plans to the Planning Department and one set to plan checN.ers in the Building Division for review. Step 3a: Planning Department reviews building plans to confirm that they reflect all conditions of approval from the Planning Commission and meet zoning ordinance requirements. After review, the Planning Department returns the plans to the Building Division Counter, approved, or with comments regarding the required revisions. Step 3b: Building Division checks the plans for structural, architectural and energy requirements. After review, the plans are returned to the Counter approved or with comments regarding required changes. Step 4: Building Counter receives checked plans from Planning Department and Building Division. Step 4a: If the plans require changes, the Building Counter will return these plans to the applicant for revisions. The applicant will resubmit two revised plans to the Building Counter and Steps Z, 3a, 3b and 4 will be repeated. Step S: If the plans are approved by both the Building Division and Planning Department, a building permit is issued and construction can begin. A:BPP/12-86 1 ~„~. ~. _, DESIGNATED HERITAGE RESOURCES ORDINANCE DATE ' PROPERTY APN NUMBER OESI6NATE0 Saratoga Foothill Club 397-22-31 HP-1 3/21/84 (20399 Park Place) Villa Montalvo 517-15-12,13 HP-2 4/18/84 (Montalvo Road) Central Park 397-30-53 HP-3 8/15/84 William King House 517-08-046 HP-5 4/17/85 (14672 Oak Street> Saratoga Historical Museum 517-10-13 HP-7 10/16/85 Saratoga Public Library 517-10-12 HP-9 10/16/85 (14410 Oak Street) McWilliams House 517-10-13 HP-10 10/16/85 (Office of Saratoga Chamber . of Commerce) I Nardie House 51?-8-4 HP-11 3/5/86 (14650 6th Street> i WARREN E. A N D A S S A R C H I T E C T S HEIR AIA O C -~~ I A T E S PLANNERS 1 4630 BIG BASIN WAY s P.O. BOX 14 • SARATOGA • CALIFORNIA 95070 • 867-9365 REVIEW OF POSSIBLE BUILDING STYLES HISTORICAL AND CULTURAL RESOURCES INVENTORY HERITAGE PRESERVATION COMMISSION CITY OF SARATOGA, CALIFORNIA August 1986 The following information is presented as. an opinion of the building styles for the inventory of. the commission to be considered for identification for identi- fication of the historic structures. No. 1 No structure No. 2 No. 3 Welch-Hurst - Bay Region Craftsman No. 4 Paul Masson Mountain Winery. - Spanish Colonial Revival No. 5 Paul Masson Lodge - Norman or Normandy No. 6 Garrod Ranch.-.Pioneer No. 7 Pike Estate - Normandy Chateau No. 8 Hakone:Gardens -Japanese No. 9 Fabretti.House - Pioneer No. 10 John Henry House - Pioneer No. 11 St. John's.Episcopay Church -Pioneer No. 12 Madronia Cemetery -Pioneer No. 13 Hannah M cCarthy House.-.Greek Revival No. 14. William King House - Pioneer (Colonial.) No: 15 Congregational.Church Parsonage =Pioneer (Greek Revival) No. 16. Missonary Settlement House Queen Anne Cottage No. 17 Erwin T. King House - Colonial Salt Box No. 18" P~ttis..L:ivery -.Pioneer No. 19 Marsh-Metzger House - Bungalow No. 20 Springer House - Pioneer No. 21 No. 22 Grover House - Pioneer No. 23 Green Store Building - ~se front Pioneer No. 24 Cloud -Smith Building - Decorative Pioneer No. 25 Sam Cloud House - Neo-classic No. 26 Sam Cloud Hay and Feed Warehouse - Pioneer No. 27 Hutchinson Building No. 28 Saratoga State Bank - Classic Revival ~- No. 2~9 Kerr-Hogg Building - originally False front Mission Revival No. 30 Saratoga Drug Store -originally False front Mission Revival Page 1 Review of Building Styles For Historical an d Cultural. Resources Inventory Heritage Preservation Commission - City of Saratoga August 1986 No. No. No. No. No. No, No. No. No. No. No, No. No. No. No. No. No': No. 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 Henry Jarboe~House - Pioneer B. Grant Taylor House - Bay Region or Shingle B. Grant Taylor House -.Bay :Region . J. E. Foster House - Pioneer Pollard House - Queen Anne Cottage Neil Carmichael House - Neo Clasic h~morial-Arch - Spanish Colonial Revival Methodist-Episcopal Church - Pioneer Saratoga. Village Library - Mission Revival McWilliams House - Pioneer Hogg Store (Museum) - False front. Pioneer Saratoga Volunteer Fire Department Bell Lunblad's Lodge - Craftsman or Shingle D. C: Bell House - Mission, Revival G. A. Wood House -Greek Revival Saratoga Federated Church - Mission Revival Saratoga Foothill Club - Bay Region - Francis Dresser House - Neo-Classic No. No., No. No. No. No. No. No', No. No. No. No. No. No. No. No. No. No. No. No. No, No. No. No. No. No, 49 50 51 52 53 54 55 56 57~ 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72.. 73 74 75 Luther-Cunningham Stone House.- Period Architecture Thomys House - Pioneer J...C. Cunningham House:- Decorative Pioneer E. M. Cunningham House.- Decorative Pioneer Meason House - Pioneer McGrew/Atkinson.House -Pioneer . Crowell House - two story Pioneer Hayfield Caretaker (wrong picture) Hayfield House ~- Webster/Sutro,House - Dutch Colonial Rancho Bella Vista -Italian Villa Sterne/Andres House - Pioneer Hale Estate James. Richards House - Craftsman Bungalow Villa Montalvo -Italian Vila Tibbett House.- Colonial Revival Kontani-en Garden -Japanese Austin School - Craftsman Nippon Mura Inn - Craftsman Meagher/Smiley House -Mission Revival Odd Fellows Home - Mission Revival Ellis House - two .story Pioneer San Tomas Grammer. School - possibly Dutch Colonial Brandenburg House - Decorated Pioneer Anderson House - Pioneer T. S. Montgomery Page 2 • ,.I ;•i. •t. ~ e " ' . , . •: ' . ~ ~ One of this cou,ntry's top young architects takes `~~ ~ `` ~• , ~ •~ ~ ~ , ~:a look at American architecture from the.year 700 through to.~ ~~ ~ • • ' ~ the."present and beyond: For the year 2000 he , .. ~: .~: ~ , .,' even take ,:•;~•~' ~,' , :,• . ' ' s a stab at,living in otater.space - 700 1200 .•'` 1400 ~ • . 1623 ~ 1635 ~ ~ 1638 - 1640 I 1650 ~• • 1655 1660 Pueblo... , '. Tipi ' •~• Longhouse' • ~; ~ English , ,.Medieval Log Cabin' • Stone Ender Dutch ' ; .Jacobean ..,, • ~' ~. Garrison .. •~ `Cottage . ~ , • - 'Colonial 'House . • ~ . . . ' .. ~ ,.. _ • .. ~, ,. _ m r'. .1765 , , 1770 ;;; •.. • . "~' `~- ',1800-: ••:-. ;;,~~;' 1815 1820 • `'~ •:, • ~...~.;;. ~. - .: :• 1825 •:~~°>•` • ,:; : 1830. • , .; Federal. .'Jef(ersonian•Classicism•~~~~~'_:;~-••'Adam'_~~~<•`i~~ '' Regency~`~'• ~~'~~"GreekRevival~. Spanish•Colonial, ;Shaker': • _ .. ; ~ • ~,'.. • • ~ , • .. , ., Y.: , ( s. ` '~ ... r , `4 .. .. y' ' ~ ~ .. it ~ •. ~~ - . , . • . , t• ~.,, 'r " , .~', 1' `, i t ('' /,i r •t-~~' f i ~'i !~ _ i I - 1 ~ o r -- ` 1860 ~ ~ ~ v 1875' '• ~ I. 1860 , : •• • •.•~ '-1865. .1870 ••.,- , ~ •' .'- . • 1880. ' ~~ ~' 1$85 ~ ~. ~ . ; ' . ' Octagon Renaissance ~ Stick ` ~,, r `Second Emp(re - ' :High Victorian Gothic •. Queen'Anne, •. . Richardsonian Romanesque • ~ Revival ~: I ' 'r,, u t... . ~ ~ ~ .' ' J .., `.,. ~ .t 1895 ' 1900 • ~ ,'° 1.1905 ~ 1905. ~.! , ~ Mission Tudor ' Classic' Revival :' ~ ~. „Wrightian ~ "' ' ' ~ - .. i 'J: '; i • .1930 ~' 1935 _ ~ 1945 , . 1945 1950 • , ~ ~ 1950 International , .. Art Moderne ~ .~ •. Northwestern ,Quonset Hut ~ Mobile Home .~ . 'Prefabricated ., I ', , . • • t ~ :~s 'L'ir • 1955,:, ~'': ,• ., , ~ , r ~ ,, •'~~ 1955. ~ 1960,,E ~ 1960. - , ~~ • • Contractor Modern ~`' ', %' Neo Colonial • ` ~ Split ,Level, ,,.` Brutelism~ .`.- .. . ~ From American ShoCer by taa!ar Walkor. Co ri h !on; F. ,,,., .,p ;,,~ ,~.,,~~~ , PY rJ t Q' 'talker. Pn ;h•.,r! !;,• ,,;i .. . j ' '; ~ t has always been difficult for rr:~:: '~ split and the . _:ltboz c.+:;,~d saltbox?. some of'the 100 house styles that are +l to travel anywhere in•America and -' IVIy enth,:~.•asm for ;'souses and iri.the book. These are reflections of ~' `riot wonder why houses are the way :their design has led me on an excit- ~ the culture of their ,day, works of art -' • ~ they are, Why is .one shaped like ~ .irig five-year.adventure.resulting in.. designecl'and built by,'skilled crafts ~. • • a Greek temple while' another •has ~., : a book titled American Shelter. Below people. ' Of ~ course; -they all have icicle-like decoration hanging Erom,' .' is' a chronological listing :I've drawn very 'special ~ reasons 'for .being as .its roof? Why is ,the split level.'.;~for 'House Beautiful. It represents .they are. ^ =LES WALKER - © ~ ~ ; 1670.. 1690 ,, . •. .'~ 1700 '. 1710. .1720 1720 ~ ~ • Saltbox New England ,+;;.' Plantation',Colonial .'~:'~'.. :', , ': '• Cape Cod 'French Colonial. .Georgian .~ . Farmhouse , ; ~ .. - ,'''•. ') ' IDYL Qt31 ~ ' -- __ ,r , - ,. ' - - :' - _ ~ ,. . ~i • 184 1840. ': - , •1850' : . • ~~~ .1855 , 0 1555 , 1855 Shacks 8 Shanties ~; Early Gothic Revival ~'; ~ ~,,~ Carpenter Gothic . • Swiss Cottage : " • ~~` . Italian Villa` •• '. .. '' Italianate~ • ~;, ~. ~,:',- . • ' ~• I ~ I ,t • _ •t • ~+ . ~~~~ ''~' .. ;. ,• ~ . - - , ,885. , ,,~, 1885 '~~.' ,•~.+. 1890. - y ,,~,'.;:1895 ~ .. Norman ~ 'Shingle ~'!' •" 'Chateauesque' ~ , ,• Georgian Revival' , ' ,. , .. .. ,. .. + . c . ~ .. . . •~ , \\ 1 _ "~~''A DWI 'y~ ~ ~ __ :~ i ,. -. 1905 •1905'`' ~•`~'1910 ~ ',~ .1925' '~ • '1925 •.~' -1930 . - ~~ Cra_ ftsmen'••: - ' ',. Bungalow,:''''.•": ,Bay Region • :~ Colonial, Revival' .'• ,' Spanish Colonial Revival,,' .. Period • , " . .. - -- ~ ~ ~ , ,' , / 1 • 1 ~ • ~ , ' 1950 1950 '• '1955 1955 ~ 1955 • . Miesian California Ranch• ''. High Tech ' "A" Frame ,. Roof Architecture ~.. l~ ~ ,/ (~ ~ ~...~. CHAPTER 13 HERITAGE PRESERVATION INDEX Article 13-05 •GENERAL PROVISIONS 13-05.010 Purpose 13-05.020 Definitions 13-10 BERITAGE PRESERVATION COMMLSSION 13-10.010 Creation; qualification of members . •- 13-10.020 Term 13-10.030 Vacancy and removal 13-10.040 Organization 13-10.050 Powers and duties 13-15 DESIGNATION OF A HERITAGE RESOURCE 13-15.010 Criteria 13-15.020 Applications 13-15.030 Study of proposal 13-15.040 Objections to proposals 13-15.050 Recommendation by Heritage Commission 13-15.060 Historic landmark 13-15.070 Heritage lane or historic district 13-15.080 Notice of public hearings 13-15.090 Notice of designation 13-15.100 Termination of designation 13-20 PERMITS 13-20.010 13-20.020 13-20.030 13-20.040 13-20.050 13-20.060 13-20.070 13-20.080 13-25 MISCELI.~ 13-25.010 13-25.020 13-25.030 13-25.040 Permit required Applications Supporting data Heritage Commission action Issuance of permit Appeal Criteria Hardship ~NEOUS PROVISIONS Fees Ordinary maintenance and repair Duty to keep in good repair Enforcement Page 13-1 .` Heritage Preservation t~ ~. ARTICLE 13-05 GENBRAL PROVISIONS Sections: 13-05.010 Purpose 13-05.020 Definitions *** 513-05.010 Purpose X13-05.010 It is hereby declared as a matter of public policy that the recognition, preservation, enhancement and use of heritage resources within the City is required in the interest of the health, economic prosperity, cultural enrichment and general welfare of the people. The purpose of this Chapter is to: (a) Safeguard the heritage of the City by providing for the protection of irreplaceable heritage resources representing significant elements of its history; (b) Enhance the visual character of the City by encouraging and regulating the compatibility of architectural styles within historic areas which reflect established architectural traditions; • ~ (c) Encourage public knowledge, understanding and appreciation of the ~_...-~ City's past, and foster civic and neighborhood pride and sense of identity based upon .the recognition and use of the- City's heritage resources; (d) Stabilize and improve property values within the City and increase the economic and financial benefits to the City and its inhabitants derived from the preservation, rehabilitation, and use of heritage resources; (e) Integrate the conservation of heritage resources .into the public and private development process and identify as early as possible and resolve conflicts between the preservation of such resources and alternative land uses. S13-05.020 Definitions For the purposes of this Chapter, the following words and phrases shall have the meanings respectively ascribed to them in this Section, unless the context or the provision clearly requires otherwise: (a) Alteration means any exterior change or modification of a designated historical landmark or any property within a designated heritage lane or historic district including, but not limited to, exterior changes to or modifications of structure, architectural details or visual characteristics, grading; surface paving, the addition of new structures; removal or alteration of natural features, • disturbance of archeological sites or areas, and the placement or removal of any exterior objects such as signs, plaques, light fixtures, walls, fences, steps or gates ~; affecting the exterior visual qualities of the property, but does not include painting, landscaping and ordinary maintenance. Pace 13-3 Heritage Preservation. §13-05.020 • (b) Designated heritage lane means a street, -road, avenue, boulevard, pathway or trail designated as a heritage resource pursuant to this Chapter. (c) Designated historic district means a distinct section of the City, specifically defined in terms of geographic boundaries, designated as a heritage resource pursuant to this Chapter. (d) Designated historic landmark means a building, improvement, structure, natural feature, site or area of land under single or common ownership, designated as a heritage resource pursuant to this Chapter. , (e) Eaterior architectural feature means the architectural elements embodying style, design, general arrangement and components of all the outer surfaces of an improvement, including but not limited to, the kind and texture of building materials and the type and style of windows, doors, lights, signs and other fixtures appurtenant to such improvement. (f) Heritage Commission means the historical preservation commission established pursuant to this Chapter and Commissioner means a member of the Heritage Commission. (g) Commission staff means the Planning Director and his authorized representatives. t (h) ~ Heritage resource means any public or private property designated by , the City, pursuant , to this Chapter, as having special historical, cultural, archeological, scientific, architectural or aesthetic significance, interest. or value as ~ ~"' part of the heritage or history of the City, the County, the State or the nation. (i) ~ Improvement means any building, structure, parking facility, fence, gate, wall, work of art or other appurtenance or addition thereto constituting a physical betterment of real property, or any part of such betterment. ' Page 13-4 Heritage Preservation X13-10.010 ~Y• ~- ARTICLE 13-10 BERITAGE PRESERVATION COMMISSION Sections: 13-10.010 13-10.020 13-10.030 13-10.040 13-10.050 Creation; qualification of members Term Vacancy and removal ' Organization Powers and duties *** S13-10.010 Creation; qualification of members There is hereby established a Heritage Preservation Commission consisting of seven unpaid members who shall be residents of the City and appointed by the City Council, with the following qualifications: (a) One .member who shall have been a candidate nominated by the Saratoga Historical Foundation; (b) One member who, by reason of training and experience, is knowledgeable in the field of construction and structural rehabilitation, such as a licensed r'! architect, engineer, contractor or urban planner; I ~~' (c) ~ Five members appointed at large having demonstrable interest in preservation of the heritage resources within the City.' 513-10.020 Term The original appointment of Commissioners shall be as follows: one for two years; two for three years; and four for four years. Thereafter, appointments shall be made for a four-year term. No Commissioner shall serve more than two consecutive terms. (. S13-10.030 Vacancy and removal (e) In the event of a vacancy occurring during the term of a Commissioner, the City Council shall make an interim appointment to fill the unexpired term of such Commissioner, and where such Commissioner is required to have special qualifications, such vacancy shall be filled by interim appointment, in the manner herein prescribed, with a person having such qualifications. (b) A Commissioner who ceases to be a resident of the City shall automatically be removed and shall be so notified by the Chairman of the Commission. The Chairman shall then request the City Council to fill the vacancy. Any Commissioner may be removed at any time upon the vote of at least three ~', Councilmembers. Page 13-5 ~~ ~._._f ..~ i , ~i ~_, Heritage Preservation X13-10.050 for tentative map approval, rezoning, building site approval, use permit, variance approval, design review or other approval pertaining to or significantly affecting any heritage resource. The Commision's comments shall be forwarded to the City agency or department processing the application within thirty days after receiving the request for such comments. (f) Investigate and report to the City Council on the availability of federal, state, county, local or private funding sources or programs for the rehabilitation and preservation of heritage resources. (g) Cooperate with county, state and federal "governments and with private organizations in the pursuit of the objectives of heritage conservation. (h) Upon the request of a property owner or occupant and at the discretion of the Heritage Commission, render advice and guidance on the conservation, rehabilitation, alteration, decoration, landscaping or maintenance of any heritage . resource; such voluntary advice and guidance shall not impose any regulation or control over any property. (i) Participate in, promote and conduct public information and educational programs pertaining to heritage resources. (j) Perform such other functions as may be delegated to it by resolution or motion of the City Council. i ~. • • Heritage Preservation THIS PAGE RESERVED FOR FUTURE USE Next page is 13-9 Page 13-8 J ~'~~~ .. '_jl i Heritage Preservation §13-15.010 . ARTICLE 13-15 DESIGNATION OF A BERITAGE 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 *** S13-15.010 Criteria ' The Heritage Commission may recommend to the City Council designation of a proposal as a heritage resource if it satisfies any one or more of the following criteria: . ' -~~~=~. (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) 1t is ,identified with persons or events significant in local, county, state or national history; or (c) It embodies distinctive characteristics of a style, type, period or method of construction, or is a valuable example of the use of indigenous materials or craftsmanship; or (d) It is representative of the notable design or craft of a builder, designer, or achitect; or ' (e) It embodies or contributes to unique physical characteristics representing an established and familiar visual feature of a neighborhood or district within the City; or (f) It represents a significant concentration or continuity of site, buildings, structures or objects, unified 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. ~•, Page 13-9 Heritage Preservation X13-15.020 . 513-15.020 Applications (a) Applications for designation as a heritage resource may be submitted to the Heritage Commission by any of the following: (1) The owner or owners of a building, improvement, structure, natural feature, site or area of land, requesting designation of their property as a historic landmark; (2) The owners of at least sixty percent of the frontage of all recorded lots abutting a street, road, avenue, boulevard, pathway or trail, or portion thereof, requesting designation as a heritage lane; t (3) The owners of at least sixty percent of the area of all recorded lots within a specific geographic section of the City, requesting designation of the entire section as a historic district. (b) The City Council or the Planning Commission may also, by resolution or motion, refer a proposed designation to the Heritage Commission for its recommendation and the Heritage Commission may consider a proposed designation upon its own initiative. 513-15.030 Study of proposal The Heritage Commission shall conduct a study 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. 513-15.040 Objections to proposals (a) In the event designation of a heritage resource is proposed by the City Council or Planning commission or considered by the Heritage Commission upon its own initiative, and in the futher event the Heritage Commission, as a result of its study of'the proposal, determines that the proposal should be recommended to the City Council for designation as a heritage resource, the Heritage Commission shall mail written notice of its intended recommendation to each person whose name appears on the latest available tax roll of the County as owning the property, or any portion thereof, which is the subject of the proposed designation. Such written notice shall contain a complete description of the proposed designation and shall advise the property owners that written objections to the proposal may be filed with the Heritage Commission within forty-five days from the date of the notice. (b) If objections are filed by the owner of any property proposed to be designated as a historic landmark, or by the owners of at least forty-one percent of the frontage of all recorded lots abutting a proposed heritage lane, or by the owners of at least forty-one percent of the area of all recorded lots within a proposed historic district, the Heritage Commission shall discontinue any further consideration of the proposal. Such proposal may not again be considered for Page 13-10 Heritage Preservation 513-15.050 ~. - designation as a heritage resource for at least twelve months after the date of mailing the notice to the property owners unless, prior to the expiration of such twelve-month period: (1) The owner or owners of s proposed historic landmark withdraw their objection; or (2) A sufficient number of owners of recorded lots abutting a proposed heritage lane or recorded lots within a proposed historic district withdraw their objections so as to reduce the total percentage of objectors to less than forty-one percent; or (3) In the case of a proposed heritage lane or historic district, the Heritage Commission decides to modify the proposal by reducing the size or boundaries thereof so as to reduce the total percentage of objectors to less than forty-one percent. S13-15.050 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. S13-15.060 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) In the event a designating ordinance is adopted by the City Council, such ordinance shall become effective thirty days following adoption thereof and the designated property shall thereafter be subject to the regulations set forth in this Chapter and such further restrictions or controls as may be specified in the designating ordinance. (c) Adoption of a designating ordinance shall be based upon a finding by the City Council that the ,designated property has special historical, cultural, archeological, scientific, 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. Page 13-11 Heritage Preservation §13-15.070 ~~ " ~ '~~ S13-15.070 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. i (c) Actions of Planning Commission. The Planning Commission shall either recommend approval of the designation as originally proposed, or approval of the designation as modified by the Heritage Commission or the Planning Commission or both, or recommend that the proposed designation be rejected. If the Planning Commission recommends approval or modified approval of the designation, it shall instruct the Commission staff 'to prepare and shall approve a proposed form of ordinance, for adoption by the City Council designating the heritage lane or historic district and establishing a zoning overlay for such lane or district. The proposed ordinance may include such regulations or controls over the designated property as the Planning Commission deems reasonably necessary for the conservation, enhancement and preservation thereof. (d) Transmittal of documents to City Council The recommendations of the ,,} • Planning Commission, together with the report and recommendations of the Heritage Commission and the information and documentation pertaining thereto, 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 designation proceedings. Such resolution shall schedule a public hearing on the proposed designation to be conducted within sixty days. Notice of the public hearing shall be given in the manner provided in Section 13-15.080. The resolution may further provide that during the pendency of the final designation proceedings, no building, alteration, grading, demolition or tree removal permit shall be issued for any work to be performed upon or within the property which is the subject of the proposed designation, or may be issued only upon specified conditions or under specified circumstances. (f) Adoption or disapproval. At the conclusion of the public hearing, but in no event later than sixty days from the date set in the resolution for the initial public hearing, the City Council shall either adopt an ordinance designating the heritage lane or historic district, in whole or in part, or as modified, or shall by motion disapprove the proposal in its entirety. (g) Effective date. In the event a designating ordinance is adopted by the • City Council, such ordinance shall become effective thirty days following adoption thereof and the designated property shall thereafter be subject to the regulations ., -~ set forth in this Chapter and such further regulations or controls as may be specified in the designating ordinance. , Page 13-12 ~~`- ,. • Heritage Preservation 513-15.080 (h) Findings and criteria for adoption of ordinance. Adoption of a designating ordinance shall be based upon a finding by the City Council that the designated property has 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. S13-15.080 Notice of public hearings (a) Notice of the time, place and purpose of public hearings conducted by the City Council and -the Planning Commission pursuant to this Chapter shall tie given not less thaf~ 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 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. r -: ., ~~. r (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 and address is not a matter of public record shall connection with a proposed designation. The Cit may, but shall not be obligated, to give such other or desirable. 513-15.090 Notice of designation any property owner whose name not invalidate any proceedings in y Council or Planning Commission notices as they deem approprite (a) Following adoption by 'the City Council of an ordinance designating a heritage resource, the Commission staff shall send notice of the designation, together with a copy of the ordinance, to the owner or owners of the designated historic landmark, or the 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 Inventory of Designated Heritage Resources and may be eligible for certain privileges and benefits under local, state or federal law. The notice shall include a statement of the regulations and restrictions upon the designated property. The Commission staff shall also send notice of the designation to: (1) The Heritage Commission; (2) The Planning Commission; Page 13-13 Heritage Preservation • • X13-15.100 (3) Any agency or department of the City requesting such notice or affected by the designation; (4) The Saratoga Historical Foundation; (5) The Santa Clara County Historical Heritage Commission; (6) The California State Historic Preservation Officer; and . (7) The Saratoga News. (b) Notice of the designation as a heritage resource and the complete legal description of the ~ designated property shall be recorded in the office of the Recorder for the County. S13-15.100 Termination of designation (a) The owner or owners of a designated historic landmark, or the owners of not less than sixty percent of the frontage of all recorded lots abutting a designated heritage lane, or the owners of not less than sixty percent of the area of all recorded lots within a designated historic district, may apply to the Heritage Commission for termination of the designation as a heritage resource. The application shall set forth in .detail the grounds for ;termination and shall be accompanied by a filing fee to cover ,the administrative cost of handling the termination proceedings. (b) The same procedures, notices and hearings shall apply to the termination proceedings as set forth in Section 13-15.030 and Sections 13-15.050 through 13-15.080 of this Article. (c) A designation may be terminated only upon a finding by the City Council that as a result of change in circumstances, the designation is no longer consistent with the purposes and objectives of this Chapter and no longer satisfies any of the criteria set forth in Section 13-15.010. (d) Upon termination of a designation, notices shall be sent to the same persons, commissions and agencies as set forth in Section 13-15.090, and a notice of termination shall also be recorded in the office of the Recorder for the County. • 1 .~ f Page 13-14 ~,._. ~~ •. Heritage Preservation ' ARTICLE 13-20 PER 9~ITS 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 *** S 13-20.010 Permit required 513-20.010 ,(-~>-.. t~ • , It is unlawful for any person to alter, demolish, remove, relocate or otherwise change any exterior architectural feature or natural feature of a designated heritage resource, or to construct, .alter, demolish, remove or relocate any building, improvement or other structure within a designated landmark area, heritage lane or historic district, or to place, erect, alter or relocate any sign upon or within a designated historic landmark, heritage lane or historic district, without ~ first obtaining a written permit to do so in the manner provided in this Article. S13-20.020 Applications Applications for permits, on -forms prescribed by the Heritage Commission, shall be submitted to the Planning Director, who shall forward the application to the Heritage Commission for review and comment.. The application shall be accompanied by a filing fee to cover the administrative cost. of handling the permit request. S 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, structures, trees over twelve inches in diameter, property lines, easements and the proposed work; (d) Plans showing the exterior elevations, materials 'and grading of the proposed work; Page 13-15 Heritage Preservation §13-20.040 (e) Where the application is for demolition, a detailed statement of the ~ .,~ necessity for demolition together with photographs of the structure to be demolished; (f) Such other information or documents as may be requested by the Heritage Commission. 513-20.040 Heritage Commission action The Heritage Commission shall complete its review and issue a recommendation to the Planning Director within thirty days after receipt of the application, filing fee and all supporting data. Unless legally required, there shall be no notice, posting o'r publication requirements for action on the application, but all decisions shall be made at regular or noticed special meetings of the Heritage Commission. The Heritage Commission's recommendation shall be in writing and shall state the reasons relied upon in support thereof. Upon. receipt of the Heritage Commission's recommendations, the Planning Director shall forward a copy thereof to the applicant. 513-20.050 Issuance of permit If the Heritage Commission recommends issuance of the permit requested in the application, or issuance of such permit subject to conditions, the Planning Director shall proceed to issue the permit in accordance with the recommendation ;` y~ 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. S 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 person to the Planning Commission. The appeal shall be taken by filing with the Secretary of the Planning Commission a written notice thereof within ten days from the date the Heritage Commission delivers its recommendation to the Planning Director. The notice of appeal shall be signed by the appellant and shall set forth all of the grounds for the appeal, together with a filing fee to cover the administrative cost of handling the appeal Upon receipt of the notice of appeal and filing fee, the Secretary of the Planning Commission shall set the appeal for hearing at the next available regular meeting of the Planning Commission. The Planning Commission shall conduct a hearing de novo on the appeal and may adopt, reject or modify the recommendations of the Heritage Commission. (b) The decision of the Planning Commission may be further appealed to the • City Council by either the applicant or any interested person, in accordance with the procedure set forth in Section 2-05.030 of this Code. Page 13-16 i ~ ~. •~ Heritage Preservation S 13-20.070 Criteria § 13-20.070 The Planning Director, on the recommendation of the Heritage Commission, or the Planning Commission or City Council on appeal, shall authorize issuance of a permit, or a conditional permit, if and only if, it is determined that: (a) The proposed work is consistent with the purposes and objectives of this Chapter; or (b) In the case of any property located within a designated landmark area, heritage lane or historic district, the proposed work does not adversely affect the character of such;rarea, lane or district; or (c) In the case of construction of a new building, structure or other improvement upon a designated landmark area, heritage lane or historic district, the exterior of such improvements will not adversely affect and will be compatible with the external appearance of existing buildings, structures and improvements located within the designated area, lane or district. S13-20.080 Hardship Notwithstanding Section 13-20.070, the Planning Director, on' the ,~-~ •.r recommendation of the Heritage Commission, or the Planning Commission or City Council on appeal, may approve an application for a permit to conduct any proposed ~' work upon or within a designated heritage resource, if the applicant resents 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 improvement, building, structure, topography or other feature involved. If a hardship is found to exist under this Section, the Heritage Commission or the Planning Commission or City Council shall make a written finding to that effect, and shall specify the facts and reasons relied upon in making such finding. Page 13-17 r __. ,_ Heritage Preservation S 13-20.070 •' S 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 determined that: (a) The proposed work is consistent with the purposes and objectives of this Chapter; or (b) In the case of any property located within a designated landmark area, heritage lane or historic district, the proposed work does not adversely affect the character of such~~area, lane or district; or (c) In the case of construction of a new building, structure or other improvement upon a designated landmark area, heritage lane or historic district, the exterior of such improvements will not adversely affect and will be compatible with the external appearance of existing buildings, structures and improvements located within the designated area, lane or district. S13-20.080 Hardship Notwithstanding Section 13-20.070, the Planning Director, on the recommendation of the Heritage Commission, or the Planning Commission or City Council on appeal, may approve an application for a permit to conduct any proposed ~~' work upon or within a designated heritage resource if the a licant r and convincing evidence demonstratin that a disc PP p esents clear work immediate and substantial hardship on the appl cant becausepof cconditions peculiar to the person seeking to carry out the proposed work or because of conditions peculiar to the particular improvement, building, structure, topography or other feature involved. If a' hardship is found to exist under this Section, the Heritage Commission or the Planning Commission or City Council shall make a written finding to that effect, and shall specify the facts and reasons relied upon in making such finding. Page 13-) 7 __ _ _ _ _ i Heritage Preservation ~, /~. -. THIS PAGE RESERVED FOR FUTURE USE Next page is 13-19 ~.. Page 13-18 r,, -... V t % Heritage Preservation l~"_' ARTICLE 13-25 Sections: 13-25.010 13-25.020 13-25.030 13-25.040 S13-25.010 MISCELLANEOIIS PROVISIONS Fees Ordinary maintenance and repair Duty to keep in good repair Enforcement *** Fees § 13-25.010 The City Council shall by resolution adopt a schedule of fees to be charged for the filing and processing of applications for designation as a heritage lane or historic district, applications for termination of designation, applications for any permit required under Section 13-20.010, and appeals to the Planning Commission and City Council pursuant to Section 13-20.060. S 13-25.020 Ordinary maintenance end 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 heritage resource that does not involve a change in design, material or the external appearance thereof, nor does this Chapter prevent the construction, reconstruction, alteration, restoration, demolition or removal of any such heritage resource which has been certified by the City building inspector, or fire chief, or other code enforcement officer as being in unsafe or dangerous condition which cannot be rectified through the use of the California Historical Building Code. S 13-25.030 Duty to keep in good repair The owner, occupant, or the person in actual charge of a designated historic landmark or property located within a designated heritage lane or historic district shall keep and maintain in good condition and repair all exterior portions thereof, all interioc portions thereof when subject to special regulation or control as specified in the designating ordinance or permit, and all interior portions thereof whose maintenance is necesary to prevent deterioration and decay of any exterior architectural feature or natural feature. S 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 Page 13-19 i ~ Heritage Preservation ~ 13-25.040 govern or relate to the issuance of permits for work to be performed upon or within a heritage resource, by any or all of the following means: (1) Serving notice upon the owner or occupant of a heritage resource requiring the correction or removal of any violation of this Chapter; (2) Issuance of citations for violation of any provision of this Chapter; (3) Authorizing and instructing the City Attorney to initiate appropriate 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 Sheriff's Department and the City Community Service Officers. i 1- • Page 13-20 ~I . ,. __ ~ ~~ ~ _`~ ~ ~ ,~~ ~~~~ ~~ ~ ~ ~ ~ ~0~~ 13777 FRUITVALE AVENUF_ SARATOGA. CALIFORNIA 95070 (408) 867-3438 COUNCIL MEMBERS: na~~„ t,Ar 22 1986 ~: FR~'I: Karen Anderson All CO>rmissioners/Committee Members and Staff Liaison to Same"'artha Clevenger Joyce Hlava David Moyles Harry R. Peacock, City Manager Donald Peterson SUBJ: New Prodedural Requirements under the California Open N~eeting Law (Brown Act) -------------------------------------------------------------------------------- On January 1, 1987, a new series of procedural requirements affecting the content and posting of agendas and limitations on subject matter which can be discussed at City Council, City Commission and City Committee meetings goes into effect. In response to this new statute, the City Council adopted the following policy at its meeting of December 17, 1986: "In accordance with Government Code 54954.2, agendas for all Council and Ccamnission meetings shall be posted on the front window of the Council Chambers at least 72 hours in advance of the time of each meeting. Each agenda shall be posted in such a way that the entire agenda is clearly visible from the outside • of the building. The Clerk of the Council or the Commission, as the case may be, shall report the posting at the beginning of the meeting, and such report shall be reflected in the minutes of said meeting." I have attached a ten-page analysis of the new requirements prepared by a committee of City Attorneys for the League of Cities. Please read it carefully as it discusses such subjects as: 1. limitations on bringing up items not placed on the posted agenda and acting on them; 2. requirements for the wording of agenda items; 3. requirements related to public participation on non-public hearing items and non-agenda items described collectively as "items of interest to the public;" and 4. legal remedies and the limits of those remedies on actions alledgedly taken in violation of the act. Although all references in this analysis are to city councils, the law applies equally to advisory bodies. To avoid using two separate standards, which could end up confusing everyone, it is recommended that all coymissions begin functioning under these new rules at their first meeting in January. Good luck. Should any of you run afoul of this new statute, the City Clerk will disa w your exist a or presence. mrry R. eacoc City C er Enclosures (2) 13777 FRUITVALE AVENUE SARATOGA, CALIFORNIA 95070 • (408) 867-3438 MEMORANDUM TO: . City Council FROM: Deputy City Clerk SUBJECT: Mandatory Posting of Council and Commission Agendas DATE: 12/17/86 Certain changes in the Brown Act become effective January 1, 1987. One new requirement is the posting of the agenda for each Council or Commission meeting at least 72 hours before the time of the meeting. It is recommended that the Council adopt a minute resolution to establish a procedure for such posting and the permanent recording of such posting. The suggested text of such a minute resolution (which describes the posting procedure which has been followed for several years) appears below. • In accordance with Government Code 54954.2, agendas for all Council and Commission meetings shall be posted on the front window of the Council Chambers at least 72 hours in advance of the time of each meeting. Each agenda shall be posted in such a way that the entire agenda is clearly visible from the outside of the building. The Clerk of the Council or the Commission, as the case may be, shall report the posting at the beginning of the meeting, and such report shall be reflected in the minutes of said meeting. Grace E. Cory • .~ ~~ • ~•~ ,/ J ®~~ ~®® ~~~~~ of California Cities ~ ®® ® 1400 K STREET • SACRAMENTO, CA 95814 • (916) 444-5790 ~~® - .. - California Cities _ Work Together ~ .. ~ ~ _ Sacramento, CA. October 6, 1986 ,. T0: City Attorneys and City Clerks RE: Changes in Brown Act Open Meeting Requirements Introduction RECE{VED NOV 61986 -CITY MANAGER AB 2674 (Connelly), Ch, 641 of the 1986 statutes,. which dramatically changes the Brown Act open meeting requirements, takes effect January 1, 1987. This new law requires local agencies to post an agenda prior to each meeting of the legislative body, requires local agencies to provide an opportunity for the public to address the legislative body, generally prohibits the legislative body from acting on items not appearing in the agenda, and authorizes bringing suit to void certain actions taken in violation of the Brown Act. Because the new law raises numerous questions of interpretation, Robert ~ . Flandrick, City Attorney of Baldwin Park, Bell and Whittier and President of the City Attorneys Department, appointed a committee to recommend a uniform approach to implementing AB 2674. The members of this committee are: Steve _ Amerikaner (Chair), City Attorney of Santa Barbara; Bill Adams, City Attorney of Palm Springs; George Buchanan, Senior Assistant City Attorney of Los Angeles; Frank Gillio, City Attorney of Los Altos Hills, Millbrae and Monte :~:~ Sereno; Alice Graff, City Attorney of Hayward; Ron Johnson, Senior Chief Deputy City Attorney of San Diego; and Ron Stein, City Attorney of Lodi. -'`. This report is~intended to help city attorneys resolve some of the interpretive questions raised and ensure compliance with the spirit of the -~ Brown Act. A summary of the bill is followed by specific, practical. _ ' recommendations. The text of the bill should be carefully reviewed for ~~. detailed provisions not covered in the summary. .The recommendations at times will propose alternative courses of action or merely.ideritify issues which could arise. While the bill applies to every local "legislative body," including certain advisory bodies such as planning commissions, references will generally be made only to cities and city councils. All code section references are to the Government Code. Because the bill requires considerable _ attention to detail to ensure compliance, the Committee recommends that prior to January 1, 1987, each city adopt written internal procedures to provide the council and staff with guidance. o~ =1- ' ' Summary of AB 2674 Pt~ing`Agendas. AB 2674 requires a city to post an agenda in a location which is freely accessible to the public at least 72 hours before each regular meeting of the city council. The agenda must include a brief description of each item of business to be transacted or discussed at the meeting together with the time and location of the meeting. The council is prohibited from taking action on any item not appearing on the posted agenda unless: (1) a council majority determines that an "emergency situation," as defined, exists; (2) the council determines by a two-thirds vote, or by a unanimous~~vote if ..less than two-thirds of the c~~uncil members are present, that the need to take action" on the item aros~a subsequent to the posting of the agenda; or (3) the item was included~in a pr~~perly posted-agenda for a prior meeting occurring not more than five days prior to the meeting at which the action is ._ taken and was continued to the meeting~~at-.which~the-aci:ion -is taken. {Section 54954.2). Notice of each special meetincl.must be posted at least 24 hours prior to the special meeting. (Section 54!56). Public Discussion. AB 26;4 requires that every agenda for a regular meeting provide an opportunit~~ for members of the public to address the legislative body on items of interest to the public within the body's subject matter jurisdiction. If an ii:em discussed by a member of the public did not appear in the agenda, the same restrictions on council action discussed above will apply. The council does not have to allow the public time to speak on an item which was previously con~;idered by a council committee if an opportunity for public input was afforded at the committee meeting. (Section 54954.3). Violations. AB 2674 authorizes any interested person to seek a judicial determination that an action taken by the council in violation of the public meeting or agenda posting requirements of the Brown Act is null and void. Prior.to filing a lawsuit and within 30 days of the action, the interested person must make a demand of the council that it cure the challenged action. If the council takes no curative action within 30 days of the demand, the interested person must file .suit within the earlier of: (1) 15 days after the expiration of the 30-day period; (2) 15 days after receipt of written notice from the city council of its decision to cure, or not to cure, the challenged action; or (3) 75 days. from the date the challenged action was taken. Notwithstanding the foregoing, an action of the council cannot. be determined to be null and void if: (1) the action was taken in substantial compliance ;-~ with the Brown Act; (2.) the action was taken in connection with the issuance of an evidence of indebtedness; (3) the action taken gave rise to a ~, contractual obligation upon which a party has, .in good faith, detrimentally -~ relied; or (4) the action was taken in connection with the collection of any tax. (Section 54960.1). ~~ ~ . Y 0 -2- • } ~ 4Y Recommendations and Discussion ~~, ~'' ~ - fj 1. New Section 54954.2 a , ( ) provides that an agenda shall be posted in a location that is freel a i y ccess ble to the public. What is meant by "freely accessible"? Since the statute does not specify locations where the agenda must be posted, cities should take a common sense approach to what is reasonable. If a meeting is to be held early in the week the agenda sh ld ., ou not be posted only in a building which is closed on weekends. . Possible alternative locations might include a librar y, a supermarket, . a newspaper building or a bulletin board located outside of city hall. The agenda sh ld ou regularly be posted 9n the same location (or .locations) rather than rotating locations. The agenda should b e posted in a location where the agenda will remain undisturbed. While the statute does not require the cit t i y o ma ntain the agenda after it is posted, it may not be reasonable to post the agenda in a location wher th e e agenda is regularly torn down before the meeting. 2. Should a record be kept of the time and location of posting of the agenda? _ . The Committee recommends that each city adopt, by resolution or .otherwise, a procedure to be follow d i e n posting agendas. The Committee recommends that the procedure include one of two alternative methods of keepin a r d f • g ecor o posting. Under the first alternative, the clerk would routinely sign a declaration of th ti e me and place where the agenda was posted and keep those in his or her office for __ - public reference Under th . e second alternative, each meeting's agenda . would include a clerk's report on the postirig of the agenda which , , would be reflected in the minutes of the meeting. _ 3. .New Section 54954.2 (a) requires,,that the age da contain a brief .general description of each item of busi ness o be transacted or discussed at the meeting How much detail mu t be included in this description? . >.:; z 1 : .... ... , l _ . For the purpose ~of clarifying this point, the following letter was placed in the July 3 -: ;.:;: 1986 Senate Jour l , na at page 6703 at tfie time of the Senate floor vote on AB 2674: '"The intent of subsection (a) of 'S ti ec on 54954.2 .[Section 5 of AB 2674] is to require local public .. :agencies to post agendas that contain suffici t en descriptions of the items of business to be transacted at a meeting of a council, board of supervisors, commission etc t b , ., o ena le members of the general public to determine the general nature or subject matter of each agenda item, so that they may seek further information on items of interest not the It i . s _ purpose of this bill to require agendas to contain the degree of information required to satisf c ti y ons tutional due process requirements." The Committee recommends that the description be reasonably calculated to adequately inform the public Fo S . r example if the item involves a land use decision, the agenda should include a descri tio f th p n o e b - 3 - t action proposed and the location or street address of the property in plain English, and if` the item involves a contract, the agenda should describe the nature of the contract. Emphasis should be placed on • informing the public of the substance of the matter rather than . precisely describing the contemplated council action. 4. New Section 54954.2 (a) provides that "no action shall be taken" on any item not appearing on the posted agenda. What is meant by the phrase "no action shall be taken"? - The Committee believes that the existing definition of "action taken" should be referred to for guidance. Government Code Section 54952.6 .- defines "action taken" as "a collective decision made by a majority of the members of a legislative body, a collective commitment or promise - by a majority of the members of a legislative body to make a positive or a negative decision, or an actual vote by a majority of the members of a legislative body when sitting as a body or entity, upon a motion, - proposal, resolution, order or ordinance."-- ~ - -- -5. May the council simply discuss an item which was not included in the posted. agenda if no formal "action" is taken? The language of the statute is inconsistent on this point. New Section 54954.2 (a) provides that the agenda must include a description of each item of business "to be transacted or discussed." This section then states that "[n]o action" shall be taken on any item not appearing on the ,agenda, but does not explicitly extend this prohibition to the discussion of such items. Clearly if the council or staff intends to bring up an item for discussion at a meeting, the . item should be includ~ad in the agenda unless it falls within one of the exceptions under :section 54954.2 (b). If council members give reports, the nature o~F the reports should be described in the agenda. However, it is unclear whether the council may discuss an item which is brought up by a member of the public and neither was described in the agenda nor falls ~vithin one of the exceptions under Section 54954.2 (b). Under a strict interpretation of the statute, such an item should not be di;>cussed. However, as a practical matter, it will be difficult to restr~~in council members from responding to the public, and such discussion is not. explicitly prohibited. ~6. As stated in question 5, supra, -it is unclear whether the council can even discuss an item vrhich is not included in the agenda-but which is. -- raised by a member of the public. At the same time, clearly the council cannot take "<<ction" on such a matter. Assuming discussion is :, permitted, how can thE:.council respond to the public's concern without running afoul of-the prohibition against taking "action"? ~. Four alternatives are available to the council. First, the council can simply do nothing to resolve the concern of the public. However, . ,council members may bE~lieve that this would make them appear to be - unresponsive to their constituents. Second, the council can adopt, in advance, a rule wheret-y any matter raised by the public is automatically referrec to staff or placed on the next meeting's agenda. Third, the prohibition on taking "action" can be construed to refer only to substantive actions taken by the council. Under such a • construction, the council would be free to take procedural actions _4_ such as referring matters to staff or placing matters on the next agenda. Any risk that such a procedural action would be deemed a • prohibited "action" could be minimized by authorizing the presiding officer, in advance, to take such procedural action by edict. Fourth, the council can make a determination pursuant to Section 54954.2 (b) that the need to take action arose after the agenda was posted (see question 7) or that an emergency situation exists. Upon making such a determination, the council is free to take any appropriate action. -7. New Section 54954.2 (b) (2) provides that the council may take action on an item not appearing on the agenda upon a "determination" by a two-thirds vote (or a unanimous vote if less than two-thirds of the council are present) that "the need to take action arose" after the agenda was posted. What does the phrase "the need to take action arose" mean? _, : ; Clearly if the need for action on an item was known by the council or staff prior to posting the agenda but was not included for reasons of scheduling convenience or oversight, the need to take action did not arise after the agenda was posted. A more difficult question is presented where, for example, a developer faces a conditional use permit approval .deadline but does not seek council approval until after the agenda for a meeting is posted. In this situation, it could be argued that the "need" for action did not arise until after the agenda was posted because it was not until this time that the matter was presented to the council for action. On the other hand, it could be argued that the underlying need to act before the deadline existed prior to posting the agenda regardless of whether the developer had requested council action at that time. The Committee recommends that cities adopt the latter view, as that approach is more in harmony with the Act's apparent intent of ensuring prior public notice of matters to be considered at a meeting. If this latter approach is adopted, . existing ordinances which include time deadlines should be reviewed to • eliminate the hardship placed on parties who seek council action within the deadline but whose requests were filed after the agenda was posted. Ordinances should be revised so that the filing of an - .application or request tolls any applicable deadline for a specified period of time to enable the council to act. ,. .. ~T:.~ ~ .. _ To protect subdividers who request subdivision map extensions after " the agenda is posted, Government Code Sections 66452.6 (e) and 66463.5 (c) (the Subdivision Map Act) were amended by AB 2740 (Cortese) Ch. .~.. :._787 of the 1986 statutes, to extend a tentative map 'for the time required to process a developer's. application to extend a tentative - subdivision. map or tentative parcel map.. - ;;,:.~ . 8. New Section 54954.2 (b) (1) and (2) provides that actionrmay be taken on items not appearing on the posted agenda upon a "determination" that the item arose after the time of posting or that an emergency. situation exists. To what extent must facts be presented to support these determinations? The "determination" requirement does not mean that formal findings must be made, although a separate vote should be taken in making the . determination. Nevertheless, the Committee recommends that the - minutes reflect what the need for action was and why the need arose -5- J . - ~ ~ ~ .. ~ .. .. t after the posting of ithe agenda, or why an emergency situation exists. Cities which keep action minutes may wish .to establish a policy whereby the need for ~~ny late additions are substantiated in writing and kept in the council file. 9. New Section 54954.3 (~~) provides that the public shall be given an opportunity to speak on °items of interest to the public." Does this include agenda items? At what point during the meeting must this opportunity to speak Ise provided? The Committee recommends that cities interpret this provision broadly to provide an opportunity to speak on all items within the subject matter jurisdiction o1F the council, including agenda items. The provision does not specify whether the opportunity to speak must be provided prior to council action on an item. However, the intent of the legislation is probably most fu]]y carried out by providizrg t#~e opportunity to speak F>rior to council action. .This provision does not require the council te- allow public input on each item as it comes up during the course of ~r meeting. Thus the Committee believes that a city may set aside a mixed period of time early in the meeting to receive public commeni;, both on agenda items and other matters, and decline to permit public comment at other times during the meeting (except as required for public hearings as discussed below). .The Committee believe<.; that the determination of whether an item is within the subject matter jurisdiction of the council is a discretionary decision to be made by the council. This provision for put~lic input is completely independent from statutory-requirement;; for public hearings on particular matters (e.g. ~- hearings on .subdivision approvals and assessment proceedings) and in no way affects these requirements. Public comment which is a part of required public hearings should continue to be heard at the time the item is before the council.. _ .. 10. New Section 54954.3 (t~) provides•that a city may adopt regulations governing public discussion "to ensure that the intent of subdivision (a) is carried out, including, but not limited to, regulations limiting the total amount of time allocated for public testimony on particular issues and for each individual speaker." If a city adopts • such regulations, what: may they include? -• -~ The Committee believes; that these regulations may include provisions specifying the total ~imount of time devoted to public input, how such time should be allocated among speakers, at what point during the meeting the public will be allowed to speak, time limits on individuals, time limits on particular items and limits on the subject matter of discussion. The Committee suggests that each city adopt such regulations prior to January 1, .1987, the effective date of the statute. ~ .. • 11. New Section 54960.1 provides a procedure by which actions taken in violation of the Browri Act may be determined to be void. What types of Brown Act violations are susceptible to a judicial determination that the underlying action is void? - 6 - .~ t ~ - • New Section 54960.1 creates a cause of action to judicially declare ~ ` void only those council actions taken in violation of Sections 54953, 54954.2 or 54956.. Thus actions taken in violation of the open meeting requirements, such as during seriatim meetings, can be set aside by a • court. Similarly, actions improperly taken on items which should have been, but were not, described in an agenda posted at the prescribed time may also be set aside. However, violations of Brown Act provisions other than those contained in the aforementioned sections, e.g. where the council prohibits a member of the public from tape recording a meeting (Section 54953.5), do not render the underlying council actions subject to invalidation. Of course, these latter violations may still be enjoined (Section 54960) or subject council members to criminal liability (Section 54959.). 12. New Section 54960.1 authorizes any interested person to bring an • action "for the purpose of ofitaining'a judicial determination" that an action taken in violation of the Brown.Act "is null and void." Does . this provision make such a council. action. void ab .initio? This provision does not clearly specify whether an .action taken by the council in violation of the Brown Act _is void ab .initio or whether it is voidable upon a finding by the court that a violation occurred. . This distinction may be quite significant in certain situations. For example, suppose a city council approves a general plan amendment in violation of the Brown Act, but the action is not directly challenged within the period prescribed by Section 54960.1. -The council then approves a development project on the property subject to the general plan amendment. An opponent of the project then challenges the • development project approval on the grounds that it is inconsistent •with the general plan prior to the amendment, and that the amendment is void because it was adopted in violation of the Brown Act. If the amendment is deemed to be void ab initio, the development project is inconsistent with the general plan and cannot proceed. However, if • the amendment could only be set aside if a lawsuit had been filed within the prescribed period (which has now expired), the amendment is valid and the development project is consistent with the general plan. Based on the language of the statute and the legislative history, the Committee believes that an improper council action is; :not void ab •` initio. Section 54960.1 (a) authorizes bringing an action to obtain a "judicial determination" that an improper action is void. The use of the word "determination" implies that the action is not void until the :time of the determination. Further, Section 54960.1 (b) provides that • an improper council action "shall not be determined to be null and • void" if certain conditions exist.. Significantly, this section does .' ~ not say "an action shall be void unless" certain conditions exist. The legislative history of AB 2674 also supports the position that an improper action is not void ab initio. When introduced on January 15, . 1986, Section 54960.1 (a) stated, "Any action taken by a legislative body of a local agency in violation of Section 54953 or 54954.2 is null and void." On March 3, 1986, the bill was amended, at the League's request, to delete the foregoing provision. • Note that Section 54960.1 (a) authorizes an action by mandamus or _ injunction. The Committee believes that the most appropriate means to _7 declare a legislative decision void is declaratory relief. When introduced, AB 2674 also authorized an action for declaratory relief. This authority was inexplicably dropped when the bill was. amended on March 10, 1986.The Legislative Counsel's Digest of AB 2674 at the time .the bill was adopted continued to state that the bill authorizes actions by mandamus, injunction or declaratory relief. 13. New section 54960.1 provides that, prior to seeking a judicial determination that an improper council action is void, the complainant must make a demand of the council to cure or correct the allegedly improper action. The council may then cure or correct the challenged action or decide not to do so. Procedurally, how should the council . respond to such`a demand? The Committee recommends that upon receipt of a demand, an item with . two sub-items should be added to the next meeting's agenda. The first sub-item sfi~ould be-consideration of the demand, i.e. whether the ;.. challenged action can reasonably be said to have violated the Brown Act. The second sub-item should be consideration of the underlying subject matter of-.thechallenged action if the council decided, in considering the demand, that the challenged action may have violated the Brown Act. (Alterinatively, the council may want to consider the demand at one meeting .and, if it finds the demand to be valid, ,consider the subject matter of the challenged action at a subsequent . meeting. However, sin~~e an action to cure or correct must be taken . within 30 days of receipt of the demand, the council may need to take ..prompt action.) - 1) The first sub-item to be considered is the demand that the . council cure or c~~rrect the allegedly improper action. The .rationale for con:>idering the demand as a separate sub-item, as .opposed to discus:~ing the subject matter of the challenged action . at the same time, is two-fold. First, it ensures that the . council, rather ti~an staff, makes the determination of whether a . violation may havE~ occurred.. Second, it avoids any implication -- that the council, by considering the underlying matter, is ~admittirig that a ~iiolation took place or is waiving a possible defense of substantial compliance. Since filing a demand is a '- preliminary step i;o bringing a suit, the Committee believes that . ~ ~. the council gener<~lly will be able to consider the demand in - ~ --:-closed session pursuant to Section 54956.9 on the basis that a ' :' ; . ; ,...sigfiifi~cant~ exposure to 1 itigation .exists.. - ~ . In considering the demand, the council may~want to take one of . ,~~.two.approaches. ][t could ask: Was there an'actual violation of „ .-- the Brown Act? Allternatively: Is there a colorable claim that . ; the~Brown Act was violated? °2) _ If~the council decides to act upon the demand, it should then consider the second sub-item, i.e. whether action should be taken on the matter considered in the allegedly improper action. The Committee recommends that this sub-item on the agenda should not be termed on the <<genda a ratification or confirmation of the allegedly improper action, because such terminology implies that the action was invalid when taken and presupposes that the - council will not tie influenced by public input to take a -8- c .... ;w:: • ' different action. The Committee therefore suggests it be termed r '. a "consideration." In considering the underlying matter, should the council set aside the original action prior to taking corrective action? As ..discussed in question 9 supra, the Committee believes that an action taken in violation of the Brown Act is not void ab initio, so-such an action remains in effect at the time curative action .~~ :is being considered. However, the Committee recommends that the council should not declare the original action to be void, because then any action taken, e.g. the imposition of a fee, .would not be effective until the corrective action was taken. At the same time, the council should not just ignore the fact that the original action was taken, .because this-could create confusion if the corrective action differed in substance from the .. original action. Thus the ~ommitteQ recommends that tt~e ~- corrective ordinance or resolution.state that the original action is superseded or, rescinded ,as of. the ,effective date of the corrective action. To establish a. record the corrective ordinance or resolution should also describe_the.original action . and why the corrective action is ,being taken. The foregoing procedure may also help cities in demonstrating compliance with the Permit Streamlining Act (PSA) which, among other things, requires a city to approve or disapprove a development project within one year of accepting the application. Has a city complied with the PSA if an allegedly improper approval or disapproval occurs before the one year deadline and the corrective action occurs after the deadline? The Committee believes that the city has complied with the PSA in this situation, because it took an action, albeit defective, which was not void ab initio and which was taken prior to the deadline. In considering the underlying matter, should the council build a new record from scratch, or can it rely on the record developed when taking the allegedly improper action? Certainly the council must permit new public testimony on the underlying matter. At the same time, the Committee believes that the council can incorporate the record of the prior meeting in support of any -- findings, provided that no member of the public shows that he or she has suffered prejudice (e.g. by not being present at the " earlier meeting and not being able to review the testimony offered at the earlier meeting.) ~In allowing additional testimony at the subsequent meeting, the .council probably can limit members of the public from repeating testimony given at the previous meeting. However, it would be more prudent simply to state that all previous testimony will be considered part of the record and that such testimony need .not be repeated. 14. New Section 54960.1 (c) provides that an action taken "in connection with the collection of any tax" shall not be determined to be null and void. How broad is the phrase "in connection with the collection of any tax?" • -9- .:Although the statute is not clear, the author. o_f::;A6'.~674 has indicated that he did not intend for this phrase to_.ir-cl.~d~- the collection of t' any fee or assessment or to include the imp~?s~i-t~-orf° ®f any tax. ~~ 15. Amended Section 54960.5 provides that a court,t~a~~award court costs - and attorneys fees. to the plaintiff in an action~brought.pursuant to the Brown Act where the court finds a violation. If the council .. purportedly takes corrective action after the statutory deadline and after the suit has been filed, is.a court nevertheless authorized to ~ ' award attorneys fees? ,., If the council takes corrective action, any pe^eviously filed suit must ~ be dismissed with prejudice pursuant to Section-54960.1 (d). _ Accordingly, the Committee believes that a court has no authority to ..award attorneys fees under this provision because no Brown Act violation has been found. At the same time, a; c:®udcil's decision to tak8 corrective action has no effect on the authority of a court to _ award attorneys fees.. in an action brought pursuant to Section 54960. - AB2674.1egal .. .. .~ !I WARREN B. HEIR AIA_ A N D A S S O C I ~A T E S .~ ARCHITECTS • PLANNERS 1 4630 BIG BASIN WAY • P.O. BOX.14 • SARATOGA . CALIFORNIA 95070 • 867-9365 REVIEW OF POSSIBLE BUILDING STYLES HISTORICAL AND CULTURAL RESOURCES INVENTORY HERITAGE PRESERVATION COMMISSION ~ , CITY OF SARATOGA, CALIFORNIA August 1986 - .:. The following information is presented as an opinion of the building styles for the inventory of the commission to be considered for identification for. denta.- fication of the historic structures. No. 1 No structure No. 2 No. 3 Welch-Hurst - Bay Region Craftsman No. 4 Paul Masson Mountain Winery - Spanish Colonial Revival No. 5 Paul Masson Lodge - Norman or Normandy No. 6 Garrod Ranch - Pioneer No. 7 Pike Estate - Normandy Chateau No. 8 Hakone Gardens - Japanese No. 9 Fabretti House - Pioneer No. 10 John Henry House - Pioneer No. 11 St. John's Episcopay Church - Pioneer No. 12 Madronia Cemetery -Pioneer No. 13 Hannah M cCarthy House - Greek Revival No. 14 William King House - Pioneer (Colonial) No. 15 Congregational Church Parsonage - Pioneer (Greek Revival) No. 16 Missonary Settlement House - Queen Anne Cottage No. 17 Erwin T. King House - Colonial Salt Box No. 18-_P>ettis~Livery -~_Pioneer No. 19 Marsh-Metzger House - Bungalow No. 20 Springer House - Pioneer No. 21 No. 22 Grover House - Pioneer No. 23 Green Store Building - Flase front Pioneer No. 24 Cloud-Smith Building - Decorative Pioneer No. 25 Sam Cloud House - Neo-classic No. 26 Sam Cloud Nay and Feed Warehouse - Pioneer No. 27 Hutchinson Building No. 28 Saratoga State Bank - Classic Revival No. 29 Kerr-Hogg Building - originally False front Mission Revival No. 30 Saratoga Drug Store -originally False front Mission Revival Page 1 Review of Bui 1 di ng. S.tyl es For Historical an d Cultural Resources Inventory Heritage Preservation Commission - City of Saratoga August 1986 No. No. No. No. No. No. No. No. No. No. No. No. No. No . No. No. No. No. No. 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 49 Henry Jarboe House - Pioneer 6. Grant Taylor House - Bay Region or Shingle B. Grant Taylor House - Bay Region . J. E. Foster House - Pioneer Pollard House - Queen Anne Cottage Neil Carmichael House - Neo Clasic N1?mor.ialArch - Spanish Colonial Revival Methodist-Episcopal Church - Pioneer Saratoga Village Library - Mission Revival McWilliams House - Pioneer Hogg Store (Museum) - False front Pioneer Saratoga Volunteer Fire Department Bell Lunblad's Lodge - Craftsman or Shingle D. C. Bell House - Mission Revival G. A. Wood House - Greek Revival Saratoga Federated Church - Mission Revival Saratoga Foothill Club - Bay Region Francis Dresser House - Neo-Classic Luther-Cunningham Stone House - Period Architecture • No. No. No. No. No. No. No. No. No. No, No. No. No. No. No. No. No. No. No. No. No. No. No. No. • No. 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 Page 2 Thomys House - Pioneer J. C. Cunningham House - Decorative Pioneer E. M. Cunningham House - Decorative Pioneer Meason House - Pioneer McGrew/Atkinson House -Pioneer Crowell House - two story Pioneer Hayfield Caretaker (wrong picture) Hayfield House Webster/Sutro~.House - Dutch Colonial Rancho Bella Vista - Italian Villa Sterne/Andres House - Pioneer Hale Estate James Richards House - Craftsman Bungalow Villa Montalvo -Italian Villa Tibbett House - Colonial Revival Kontani-en Garden -Japanese Austin School - Craftsman Nippon Mura Inn - Craftsman Meagher/Smiley House - Mission Revival Odd Fellows Home - Mission Revival Ellis House - two .story Pioneer San Tomas Grammer School - possibly Dutch Colonial Brandenburg House - Decorated Pioneer Anderson House -Pioneer T. S. Montgomery WARREN B. HEIR AIA A N D A S S O C I A T E S A R C H I T E C T S • P L A N N E R S 1 4-630 BIG BASIN WAY • P.O. BOX 14 • SARATOGA • CALIFORNIA 95070 • 867-9365_ INFORMATION OF FORMER INNS%LODGING HOUSES LOCATED IN SARATOGA AREA FROM SARATOGA HISTORICAL FOUNDATION Date: March 18, 1987 1. Name: "The Orchard Guest House" Owner: Neil Carmichael Present Owner: Alan Peterson Address: 14051 Saratoga-Sunnyvale Road 2. Nlame: "The Lodge" - Present Owner: English Address: 21171 Congress Springs Road (opposite entrance to Toll Gate) 3. Name: "Lundblad's Lodge" Owner: Hazel Bargas Present Owner: Ann Fitzsimmons Address: 14534 Oak Street 4. Name: "The Terrace" Owner: B. Grant Taylor Present Owner: John-Kahle Address: 14421 Saratoga-Sunnyvale Road 5. Name: Toyon Lodge Owner: Present Owner: Address: Vickery Avenue 6. Name: ."The Oriental Hotel" Owner:Erwin T. King Present Owner: Ann Fitzsimmons yddress: 14605 Big Basin Way ~Jarren B. Heid, Member Board of Trustees Saratoga Historical Foundation ~-