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HomeMy WebLinkAbout02-27-2023 CHC Agenda Packet Cultural Heritage Committee AGENDA Monday, February 27, 2023, 5:30 p.m. Council Chambers, 990 Palm Street, San Luis Obispo The City of San Luis Obispo has returned to in-person meetings. Zoom participation will not be supported. For those attending in-person, City facilities will be at limited capacity and masks are strongly recommended. INSTRUCTIONS FOR PUBLIC COMMENT: Public Comment prior to the meeting (must be received 3 hours in advance of the meeting): Mail - Delivered by the U.S. Postal Service. Address letters to the City Clerk's Office at 990 Palm Street, San Luis Obispo, California, 93401. Email - Submit Public Comments via email to advisorybodies@slocity.org. In the body of your email, please include the date of the meeting and the item number (if applicable). Emails will not be read aloud during the meeting. Voicemail - Call (805) 781-7164 and leave a voicemail. Please state and spell your name, the agenda item number you are calling about, and leave your comment. Verbal comments must be limited to 3 minutes. Voicemails will not be played during the meeting. *All correspondence will be archived and distributed to members, however, submissions received after the deadline will not be processed until the following day. Public Comment during the meeting: Meetings have returned to an in-person format. To provide public comment during the meeting, you must be present in the Council Chambers. Zoom participation will not be supported. The Council Chambers are located in City Hall, 990 Palm Street, San Luis Obispo. Electronic Visual Aid Presentation. To conform with the City's Network Access and Use Policy, Chapter 1.3.8 of the Council Policies & Procedures Manual, members of the public who desire to utilize electronic visual aids to supplement their oral presentation are encouraged to provide display-ready material to the City Clerk by 12:00 p.m. on the day of the meeting. Contact the City Clerk's Office at cityclerk@slocity.org or (805) 781-7114. Pages 1.CALL TO ORDER Chair Ulz will call the Regular Meeting of the Cultural Heritage Committee to order. 2.PUBLIC COMMENT FOR ITEMS NOT ON THE AGENDA The public is encouraged to submit comments on any subject within the jurisdiction of the Cultural Heritage Committee that does not appear on this agenda. Although the Committee will not take action on items presented during the Public Comment Period, the Chair may direct staff to place an item on a future agenda for discussion. 3.CONSENT Matters appearing on the Consent Calendar are expected to be non- controversial and will be acted upon at one time. A member of the public may request the Cultural Heritage Committee to pull an item for discussion. The public may comment on any and all items on the Consent Agenda within the three-minute time limit. 3.a CONSIDERATION OF MINUTES - DECEMBER 12, 2022 CULTURAL HERITAGE COMMITTEE SPECIAL MEETING MINUTES 5 Recommendation: To approve the Cultural Heritage Committee Special Meeting Minutes of December 12, 2022. 4.PUBLIC HEARINGS Note: The action of the Cultural Heritage Committee is a recommendation to the Community Development Director, another advisory body, or to City Council and, therefore, is not final and cannot be appealed. 4.a 469 DANA STREET (DIR-0075-2021) REVIEW OF A PROPOSED RECONSTRUCTED GARAGE WITH NEW ACCESSORY DWELLING UNIT ABOVE 9 Recommendation: Provide a recommendation to the Community Development Director regarding the consistency of a proposed new accessory structure with the City’s historical preservation policies (Accessory Dwelling Unit over a garage; Contributing List property in the Downtown Historic District) 4.b 889 BUCHON STREET (DIR-0555-2022) REVIEW OF A PROPOSED RECONSTRUCTED GARAGE AND ACCESSORY DWELLING UNIT ADDITION 29 Recommendation: Provide a recommendation to the Community Development Director regarding the consistency of a proposed new addition with the City’s historical preservation policies (Accessory Dwelling Unit over a garage, Contributing List property in the Old Town Historic District) 5.BUSINESS ITEM 5.a DRAFT PRELIMINARY ASSESSMENT FOR THE HISTORIC RESOURCE INVENTORY UPDATE 53 Recommendation: Review and provide feedback on the Draft Preliminary Assessment and recommended approach to complete an update of the City’s Historic Resource Inventory and supporting policy and resource documents. 6.COMMENT AND DISCUSSION 6.a STAFF UPDATES AND AGENDA FORECAST Receive a brief update from Senior Planner Brian Leveille. 7.ADJOURNMENT The next Regular Meeting of the Cultural Heritage Committee is scheduled for March 27, 2023 at 5:30 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo. LISTENING ASSISTIVE DEVICES are available -- see the Clerk The City of San Luis Obispo wishes to make all of its public meetings accessible to the public. Upon request, this agenda will be made available in appropriate alternative formats to persons with disabilities. Any person with a disability who requires a modification or accommodation in order to participate in a meeting should direct such request to the City Clerk’s Office at (805) 781-7114 at least 48 hours before the meeting, if possible. Telecommunications Device for the Deaf (805) 781-7410. Agenda related writings or documents provided to the Cultural Heritage Committee are available for public inspection on the City’s website: https://www.slocity.org/government/mayor-and-city-council/agendas-and- minutes. Meeting video recordings can be found on the City’s website: http://opengov.slocity.org/WebLink/Browse.aspx?id=60971&dbid=0&repo=CityCl erk 1 Cultural Heritage Committee Minutes December 12, 2022, 5:30 p.m. Council Chambers, 990 Palm Street, San Luis Obispo Cultural Heritage Committee Members Present: Committee Members John Ashbaugh, Chuck Crotser, Sabin Gray, Leslie Terry, and John Tischler, Vice Chair Karen Edwards, and Chair Eva Ulz City Staff Present: Senior Planner Brian Leveille, Deputy City Clerk Kevin Christian _____________________________________________________________________ 1. CALL TO ORDER A Special Meeting of the San Luis Obispo Cultural Heritage Committee was called to order on December 12, 2022 at 5:31 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo, by Chair Ulz. 2. OATH OF OFFICE Deputy City Clerk Kevin Christian administered the Oath of Office to newly appointed Cultural Heritage Committee Member Sabin Gray. 3. PUBLIC COMMENT FOR ITEMS NOT ON THE AGENDA Public Comment: None --End of Public Comment— 4. CONSENT 4.a CONSIDERATION OF MINUTES - OCTOBER 24, 2022 CULTURAL HERITAGE COMMITTEE MINUTES Motion By Member Crotser Second By Member Ashbaugh To approve the Cultural Heritage Committee Minutes of October 24, 2022. Ayes (6): Members Ashbaugh, Crotser, Terry, and Tischler, Vice Chair Edwards, and Chair Ulz Abstained (1): Member Gray (Per the Advisory Body bylaws, abstentions count as “yes” votes.) CARRIED (6 to 0) Page 5 of 71 2 5. PUBLIC HEARINGS 5.a 1043 GEORGE STREET (ARCH-0637-2022) REVIEW OF THE ADDITION OF AN UPPER-LEVEL ROOF DORMER TO A CONTRIBUTING LIST HISTORIC RESOURCE Assistant Planner Walter Oetzell presented the staff report and responded to Commission inquiries. Applicant representative, Dana Hunter, Principal Architect, Hunter Smith Architecture, provided an explanation of the needs that drove the proposed project design and with assistance from Logan Hunter, responded to questions raised. Chair Ulz opened the Public Hearing Public Comments: None --End of Public Comment-- Chair Ulz closed the Public Hearing Motion By Chair Ulz Second By Member Ashbaugh Continue the item, with direction that the applicant consider an application to remove the property from the City's Inventory of Historic Resources, or changes to the design of the proposed addition that respond to the concerns raised by the Committee regarding rhythm and massing, and addressing the significance of alteration of the primary façade of a listed historical resource, to better conform to the Secretary of the Interior’s Standards and the City’s Historic Preservation Program Guidelines. Ayes (7): Member Ashbaugh, Member Crotser, Member Gray, Member Terry, Member Tischler, Vice Chair Edwards, and Chair Ulz CARRIED (7 to 0) Page 6 of 71 3 6. COMMENT AND DISCUSSION 6.a CONTINUED REVIEW OF THE 2023-2025 CULTURAL HERITAGE COMMITTEE GOALS Senior Planner Brian Leveille reviewed the draft goals compiled from feedback given by the Committee at the October 24, 2022, meeting. Chair Ulz opened Public Comment Public Comments: None --End of Public Comment-- Chair Ulz closed Public Comment By consensus, the Committee provided modifications as included in the final goals presented below: 1. Historic Inventory & Historic Preservation Ordinance Update – Allocate funds and resources for a comprehensive update of the City’s inventory of historic resources and associated updates to the Historic Preservation Ordinance as recommended by the consultant led preliminary phase assessment and recommendations completed by historic consultant Page and Turnbull. 2. City Owned Adobes – Support efforts to improve the structural condition, historic integrity, and appropriate cultural interpretation of the four City-owned adobes in light of the City’s Diversity, Equity and Inclusion goals. In particular, support efforts to stabilize, restore, and rehabilitate the La Loma Adobe. 3. Public Information: Provide information to increase awareness and support of the Historic Preservation Program and Historic Resources Inventory update project including opportunities for participation; and, pursue opportunities for appropriate cultural interpretation of historic resources with a focus on including City goals to advance Diversity, Equity, and inclusion. Page 7 of 71 4 6.b STAFF UPDATES AND AGENDA FORECAST Senior Planner Brian Leveille provided an update of upcoming projects. Deputy City Clerk Kevin Christian reminded the Committee that the annual Advisory Body recruitment is ongoing and encouraged eligible members to re-apply for an additional term. 7. ADJOURNMENT The meeting was adjourned at 6:40 p.m. The next Regular Meeting of the Cultural Heritage Committee is scheduled for January 23, 2023, at 5:30 p.m. in the Council Chambers at City Hall, 990 Palm Street, San Luis Obispo. The Regular Meeting of December 26, 2022 will be canceled due to the Christmas Holiday. _________________________ APPROVED BY CULTURAL HERITAGE COMMITTEE: XX/XX/2023 Page 8 of 71 CULTURAL HERITAGE COMMITTEE AGENDA REPORT SUBJECT: 469 DANA STREET (DIR-0075-2021) REVIEW OF A PROPOSED RECONSTRUCTED GARAGE WITH NEW ACCESSORY DWELLING UNIT ABOVE BY: Walter Oetzell, Assistant Planner Phone Number: (805) 781-7593 Email: woetzell@slocity.org APPLICANT: Larry Pearson REPRESENTATIVE: Chris Parker, C.P. Parker, Architect RECOMMENDATION Provide a recommendation to the Community Development Director regarding the consistency of a proposed new accessory structure with the City’s historical preservation policies (Accessory Dwelling Unit over a garage; Contributing List property in the Downtown Historic District) 1.0 BACKGROUND The applicant proposes reconstruction of a detached garage, with an Accessory Dwelling Unit (ADU) to be added above the garage, accessory to a single-family dwelling (see Project Plans, Attachment A), on property designated as a Contributing List Resource in the City’s Inventory of Historic Resources and located within the Downtown Historic District. As provided by § 14.01.030 (C) (4) of the City’s Historic Preservation Ordinance, the application is being referred to the Cultural Heritage Committee (CHC) for its recommendation to the Community Development Director as to the consistency of this alteration with historical preservation policies, including any relevant conditions of approval the Committee may recommend. 2.0 DISCUSSION The subject property is a residential parcel on the south side of Dana Street, about 850 feet west of Nipomo Street, within the Downtown Historic District, which encompasses the oldest part of the City, with a smaller residential section along Dana Street that includes a spectrum of settlement from the mid-19th Century to the 1920s (see District description, Attachment B). Meeting Date: 2/27/2023 Item Number: 4a Time Estimate: 30 Minutes Figure 1: 469 Dana St Page 9 of 71 Item 4a DIR-0075-2021 (649 Dana) Cultural Heritage Committee Report – February 27, 2023 It is adjacent to the course of San Luis Obispo Creek, with a portion of the recently completed Downtown Terrace development visible across the creek channel, to the east of the property. To the west is a multi-unit apartment complex, and across Dana Street to the north, is the Rosa Butron Adobe, a modified adobe dwelling originally constructed in 1861. The site is developed with a one-story single-family dwelling and accessory single-car garage built in 1941 (Assessor information). The property was designated as a Contributing List Resource in the City’s Inventory of Historic Resources in February 1987 (Resolution 6158), a designation applied to buildings that maintain their original historic and architectural character and contribute to the unique or historic character of a neighborhood, district, or to the City as a whole (Historical Preservation Ordinance § 14.01.050(B)) As described in City records, (see Attachment C), the dwelling on this property is Mediterranean in style with Mission Revival influences. It is clad in stucco, topped by a medium-slope tile roof. Windows are mostly rectangular, double-hung, but with an arched picture window in front. An arched entry arcade, stucco chimney, and brick front wall with wrought-iron fencing are identified as other characteristic elements of the dwelling. The City’s Historic Context Statement provides summary descriptions of the characteristics of both the Spanish Colonial Revival and Mission Revival styles, included as Attachment D to this report. Project Description The applicant proposes to construct an expanded garage structure (see Project Plans, Attachment A, and Figure 3) toward the rear of the property, to provide an additional parking space in a tandem arrangement, with an 800 square-foot Accessory Dwelling Unit (ADU) above the garage. Figure 2: 469 Dana St (front elevation, Google Map Street View) Page 10 of 71 Item 4a DIR-0075-2021 (649 Dana) Cultural Heritage Committee Report – February 27, 2023 The predominant exterior material is stucco, with a Spanish tile roof cap around the perimeter of the roofline. Windows are aluminum clad and rectangular, apart from an arched picture window on the upper floor of the front elevation. A side staircase provides access to the ADU entry under a partial archway. Decorative brackets are set under the second floor on portions of the side, front, and rear elevations. 3.0 EVALUATION Proposed work for alterations to listed historical resources must be consistent with guidelines for Changes to Historic Resources set out in § 3.4 of the City’s Historic Preservation Program Guidelines (HPPG). As they apply to accessory structures, these guidelines aim to ensure that new accessory structures complement a primary structure’s historic character through compatibility with its form, massing, color, and materials (§ 3.4 (c)), and that work is carried out in a manner consistent with the Secretary of the Interior’s Standards for the Treatment of Historic Properties1 (§ 3.4 (f)). An Accessory Dwelling Unit consistent with standards set out in § 17.86.020 of the City’s Zoning Regulations is normally approved ministerially, without discretionary review. However, the proposed structure encroaches up to two feet into the required side setback, for which an exception has been requested under this application. 1 Kay D. Weeks and Anne E. Grimmer. The Secretary of the Interior’s Standards for the Treatment of Historic Properties with Guidelines for Preserving, Rehabilitating, Restoring & Reconstructing Historic Buildings. Washington, D.C.: U.S. Department of the Interior National Park Service; Technical Preservation Services, 2017 Figure 3: Proposed Garage and ADU; front elevation (left), side elevation (right) Page 11 of 71 Item 4a DIR-0075-2021 (649 Dana) Cultural Heritage Committee Report – February 27, 2023 Secretary of the Interior’s Standards Standard 9: New additions, exterior alterations, or related new construction will not destroy historic materials, features, and spatial relationships that characterize the property. The new work will be differentiated from the old and will be compatible with the historic materials, features, size, scale and proportion, and massing to protect the integrity of the property and its environment. Recommended Not Recommended Related New Construction Locating new construction far enough away from the historic building, when possible, where it will be minimally visible and will not negatively affect the building’s character, the site, or setting. Placing new construction too close to the historic building so that it negatively impacts the building’s character, the site, or setting. Designing new construction on a historic site or in a historic setting that it is compatible but differentiated from the historic building or buildings. Replicating the features of the historic building when designing a new building, with the result that it may be confused as historic or original to the site or setting. Ensuring that new construction is secondary to the historic building and does not detract from its significance Adding new construction that results in the diminution or loss of the historic character of the building, including its design, materials, location, or setting. Constructing a new building on a historic property or on an adjacent site that is much larger than the historic building. Designing new buildings or groups of buildings to meet a new use that are not compatible in scale or design with the character of the historic building and the site … Discussion: The proposed accessory structure replaces a smaller one-car garage, providing two parking spaces and an Accessory Dwelling Unit to serve the existing dwelling on the property. At two stories, it is appropriately scaled in relation to the single- story dwelling on the site, and the one- and two-story residential structures in the vicinity. It is situated about 20 feet behind the dwelling, reducing its visibility and apparent scale as viewed from Dana Street. While it echoes the Spanish Colonial theme and style of the primary dwelling, it is a separate structure with a two -story form and detailing (e.g., braces, stairway, greater variation in window sizing, etc.) that sufficiently distinguish it from the dwelling, such that it can be d ifferentiated from the original construction. The compatibility of its forms and materials and consistency of its scale and mass with that of adjacent structures provide a basis for finding that it is compatible with the property’s historical character and the character of the Downtown Historic District in terms of scale, form, massing, materials, and details, as encouraged by Historic Preservation Program Guidelines and Secretary of the Interior’s Standards for the Treatment of Historic Properties. Page 12 of 71 Item 4a DIR-0075-2021 (649 Dana) Cultural Heritage Committee Report – February 27, 2023 4.0 ENVIRONMENTAL REVIEW Construction of a residential accessory structure is categorically exempt from CEQA environmental review, as New Construction of Small Structures (Guidelines § 15303). 5.0 ACTION ALTERNATIVES 5.1 Recommend that the Community Development Director find the project consistent with the City's historical preservation policies, with any suggested conditions of approval necessary to achieve such consistency. 5.2 Continue consideration of the item, with direction to staff and applicant 5.3 Recommend that the Community Development Director find the project inconsistent with historical preservation policies, citing specific areas of inconsistency 6.0 ATTACHMENTS A - Project Plans (DIR-0075-2021 (469 Dana) B - Downtown Historic District (Historical Preservation Program Guidelines) C - Historical Preservation Information (469 Dana) D - Architectural Styles (Historic Context Statement) Page 13 of 71 Page 14 of 71 AREAS:EXISTING GARAGE: 343 SQ. FT.EXISTING MAIN RESID.: 1,620 SQ. FT.PROPOSED ADU: 800 SQ. FT.PROP. GARAGE ADDIT.: 490 SQ. FT.PROP. GARAGE TOT.: 833 SQ. FT.EXISTING MAIN LEVEL:EXISTING BASEMENT:1,254 SQ. FT.366 SQ. FT.EXISTING LOT SIZE: 15,984 SQ. FT.EXISTING LOT COVERAGE: 1,597 SQ. FT.(10%)PROPOSED LOT COVERAGE: 2,090 SQ. FT.(13%)PROJECT DESCRIPTION:PARCEL INFORMATION:A.P.N.: 002-402-005ZONING: R-3-HEXISTING USE: SINGLE FAMILY RESIDENCEPROPOSED HEIGHT: A.N.G. = 180.66', ALLOWED = 205.66'VICINITY MAP:PROJECTSITEPARKING: 2 ENCLOSED SPACES, 2 DRIVEWAY SPACESPROPOSED HEIGHT = 205.66'FIRE SPRINKLERS: NOT APPLICABLESHEET INDEX:A1.1A2.1A3.1PROJECT INFORMATION & SITE PLANGARAGE ADDIT. & ADU FLOOR PLANS / ELEVATIONSEXISTING ELEVATIONS OF MAIN RESIDENCEPROPOSED ADU PORCH: 53 SQ. FT.EXISTING GARAGEFOOTPRINTEXISTING TRELLISTO BE REMOVEDSHADED AREA INDICATESFOOTPRINT OF GARAGE& ACCESSORY DWELLING2'-9"5'-3"26'-8 1/2"EXISTING MAINRESIDENCEFOOTPRINT15'-7"3'-9 1/2"15'-10"C. P. PARKERA R C H I T E C TCONSULTANTS9 3 4 4 2 - 1 9 6 26 3 0 Q U I N T A N A R D. # 3 3 0M O R R O B A Y, C A.( 8 0 5 ) 7 7 2 - 5 7 0 0STAMPSPROJECTDRAWING PHASEREVISIONSSHEET TITLESHEET NO.C. P. PARKERA R C H I T E C TC H R I S T O P H E R P. P A R K E RA R C H I T E C TScaleUpdatedDwg. DateDrawn ByProject No.PROJECT INFO.A1.1.NER32-13-80RP.PARKERCHRISTOPHEC 30121FOETATSAINROFILACARCHITECLICENSEDTSITE PLANSCALE: 1/8" = 1'-0"CPPAS NOTED-DIRECTOR'SACTION-20-11812/17/22DETACHED ADUFORPROPOSEDLARRYPEARSON469 DANA STREETSAN LUIS OBISPO, CALIF.& GARAGE& SITE PLANADDITIONPage 15 of 71 TWO-CAR GARAGEPWDR.20'-2"19'-10"2'-0"19'-2"6'-6"40'-0"18'-0"11'-0"11'-0"5'-10"20'-8"9'-0"5'-10"2'-6"16'-8"2'-6"2'-0"6"9'-0"1'-6"14'-0"4'-0"3'-11 1/2"2'-6"4'-5 1/2"1'-6"1'-6"WALL LEGEND:9'-6"9'-1"22'-0"BEDROOMBATHTOIL.SHWR.ENTRYLIVINGKITCHEN20'-7 1/2"2'-6"3'-11 1/2"16'-8"20'-8"2'-6"44'-0"20'-0"13'-0"16'-11"6'-3 1/2"5'-8 1/2"15'-1"2'-0"11'-0"2'-6"2'-6 1/2"2'-0"7'-0"2'-0"2'-6"3'-1"16'-11"PORCH5'-11 1/2"4'-0"10'-8 1/2"2'-7"3'-4 1/2"4'-9"5'-11 1/2"3'-7"7'-1 1/2"TWO-CAR GARAGEACCESSORYDWELLING UNIT9'-6"9'-1"22'-0"C. P. PARKERA R C H I T E C TCONSULTANTS9 3 4 4 2 - 1 9 6 26 3 0 Q U I N T A N A R D. # 3 3 0M O R R O B A Y, C A.( 8 0 5 ) 7 7 2 - 5 7 0 0STAMPSPROJECTDRAWING PHASEREVISIONSSHEET TITLESHEET NO.C. P. PARKERA R C H I T E C TC H R I S T O P H E R P. P A R K E RA R C H I T E C TScaleUpdatedDwg. DateDrawn ByProject No.FLOOR PLANSA2.1.NER32-13-80RP.PARKERCHRISTOPHEC 30121FOETATSAINROFILACARCHITECLICENSEDTLOWER FLOOR PLANSCALE: 1/4" = 1'-0"CPPAS NOTED-DIRECTOR'SACTION-20-11812/17/22DETACHED ADUFORPROPOSEDLARRYPEARSON469 DANA STREETSAN LUIS OBISPO, CALIF.SIDE ELEVATION (SOUTH)SCALE: 1/8" = 1'-0"& GARAGE& ELEVATIONSFRONT ELEVATION (WEST)SCALE: 1/4" = 1'-0"ADDITIONUPPER FLOOR PLANSCALE: 1/4" = 1'-0"SIDE ELEVATION (NORTH)SCALE: 1/4" = 1'-0"REAR ELEVATION (EAST)SCALE: 1/4" = 1'-0"SECTIONSCALE: 1/4" = 1'-0"Page 16 of 71 15'-0"C. P. PARKERA R C H I T E C TCONSULTANTS9 3 4 4 2 - 1 9 6 26 3 0 Q U I N T A N A R D. # 3 3 0M O R R O B A Y, C A.( 8 0 5 ) 7 7 2 - 5 7 0 0STAMPSPROJECTDRAWING PHASEREVISIONSSHEET TITLESHEET NO.C. P. PARKERA R C H I T E C TC H R I S T O P H E R P. P A R K E RA R C H I T E C TScaleUpdatedDwg. DateDrawn ByProject No.EXISTINGA3.1.NER32-13-80RP.PARKERCHRISTOPHEC 30121FOETATSAINROFILACARCHITECLICENSEDTCPPAS NOTED-DIRECTOR'SACTION-20-11812/17/22DETACHED ADUFORPROPOSEDLARRYPEARSON469 DANA STREETSAN LUIS OBISPO, CALIF.& GARAGEELEVATIONSADDITIONFRONT ELEVATION (WEST)SCALE: 1/4" = 1'-0"EXISTING MAIN HOUSESIDE ELEVATION (SOUTH)SCALE: 1/4" = 1'-0"EXISTING MAIN HOUSEREAR ELEVATION (EAST)SCALE: 1/4" = 1'-0"EXISTING MAIN HOUSESIDE ELEVATION (NORTH)SCALE: 1/4" = 1'-0"EXISTING MAIN HOUSEPage 17 of 71 Page 18 of 71 38 5.2.2 Downtown Historic District Setting The Downtown Historic District encompasses the oldest part of the City of San Luis Obispo and contains one of the City’s highest concentrations of historic sites and structures. The historic Mission San Luis Obispo de Tolosa is at the geographic and historic center of the district, which is bounded roughly by Palm and Marsh Streets on the north and south, Osos and Nipomo Streets on the east and west, plus Dana Street as the northwest corner. Although some structures date to the Spanish and Mexican eras (1772-1850) and the American pioneer settlement era (1850s- 1870), the majority of surviving structures date from the 1870s to the 1920s. The district is comprised of two subdivisions: the Town of San Luis Obispo, recorded 1878 and the Mission Vineyard Tract recorded in March of 1873. The Downtown Historic District has an area of 61.5 acres and in 2010 includes 98 designated historic structures. The Downtown Historic District was developed along the City’s earliest commercial corridors along Monterey, Higuera, Chorro, Garden and Marsh Streets, and has retained its historical use as San Luis Obispo’s commercial and civic center. Commercial structures were laid out in a regular grid pattern, with buildings set at the back of sidewalks and relatively narrow (60 foot right-of-way) streets. The resultant narrow streets and zero building setbacks reinforce the district’s human scale and vibrant Main Street image. Site Features and Characteristics Common site features and characteristics include: A. Buildings located at back of sidewalk with zero street and side setbacks B. Finish floors at grade C. Recessed front entries oriented toward the street D. Front facades oriented toward the street E. Trees placed at regular intervals along the street Architectural Character Built during the San Luis Obispo’s boom time circa 1870s-1910s (when the Town’s population increased over 800 percent from 600 people in 1868 to 5,157 in 1910), the district’s commercial architectural styles reflect the increasing wealth of the times. Architectural styles present in the Downtown District include examples of Classical Revival, Italianate and Romanesque structures, and more modest early American commercial. Although a few structures were designed by outside architects (specifically from San Francisco and Los Angeles), the majority of Downtown buildings were designed and built by local builders, including the Maino family, John Chapek, 721, 717 and 715 Higuera Street, North Elevation Page 19 of 71 39 Doton Building, 777 Higuera Street, North Elevation and Frank Mitchell. Predominant architectural features include: A. One to two stories (occasionally three) B. Flat or low pitched roof, often with a parapet C. Wide entablature or projecting cornice that often includes classical architectural details such as dentils, brackets and molding D. First floor windows are horizontally oriented storefront windows, often with display space facing street. In multi-story structures, windows are vertically oriented, typically with double hung, wood sashes, and symmetrically arranged so that they are dimensionally taller than their width E. Structures follow simple rectilinear or “boxy” buildings forms F. Masonry or smooth stucco wall siding G. Contrasting bulkheads along base of street façade H. Use of awnings, historic signs, second-story overhangs and canopies I. Use of transom windows above storefronts Individually Contributing Elements in the Downtown District Not all historic resources in the Downtown Historic District were built during the district’s period of significance of 1870-1930. These buildings generally do not exhibit the signature architectural elements described above but do contribute to the historic character of San Luis Obispo in their own right based on age, architectural style or historical association. By virtue of their significance, these resources also merit preservation. For example, the Doton Building is an example of Streamline Moderne architecture from the 1930s. This building was placed on the Master List as a significant resource due to its craftsmanship and the rarity of this particular style in San Luis Obispo. Additional examples include the Laird building at 1023 Garden. Built in the 1880s, the Laird building is one of the City’s last remaining Pioneer False front buildings. The Golden State Creamery building at 570 Higuera is historically significant to San Luis Obispo for its association with the Smith Building and Union Hardware Building, 1119 and 1129 Garden Street, East Elevation Page 20 of 71 40 dairy industry, an industry integral to the City’s development. Non-Contributing Elements in Downtown Non -contributing buildings are those that both do not meet the criteria outlined above and have not achieved historical significance. Most of the post—1950 contemporary buildings in the district fall into this latter category. Non-contributing architectural styles, materials or site features include: A. Buildings setback from street or side property lines B. Building height, form or massing which contrasts markedly with the prevailing 2-3 story pattern C. Wood, metal or other contemporary material siding, or “faux” architectural materials or features. D. Asymmetrical arrangement of doors and windows E. Raised, non-recessed or offset street entries to buildings Residential Although the majority of the Downtown District is commercial, within the district is a smaller residential section, primarily along Dana Street and also down Monterey Street to the west of the mission. This subsection includes a spectrum of settlement from the mid 19th century to the 1920s. Lots were generally platted in regular grids, although curved along Dana to accommodate the creek. Site features and characteristics- Residential: A. Street yard setbacks of 20 feet or more, often with low walls (2 feet) and fences at sidewalk B. Coach barn (garage) recessed into rear yard C. Front entries oriented toward the street with prominent porch and steps D. Front facades oriented toward the street The architectural styles in the residential area of the Downtown district are varied and 756 Palm Street, South Elevation 1010 Nipomo Street, South and West Elevations Page 21 of 71 41 represent several different periods of development in San Luis Obispo. The oldest, vernacular Adobe, dates back the early pioneer period. The Rosa Butrón de Canet adobe at 466 Dana is from this period and is one of the few surviving adobes in San Luis Obispo. Folk and High Victorian structures built during the population influx at turn of the twentieth century. Finally, Spanish Revival, a style that achieved popularity in San Luis Obispo during the housing boom of 1920s and 1930s which was itself funded in part by the maturation of war bonds from World War I. Architectural features- Residential: A. One and rarely two story buildings B. Gable and hip roof types predominate C. Traditional fenestration, such as double-hung, wood sash windows, ornamental front doors, wood screen doors D. Painted wood or smooth stucco siding. 469 Dana Street, North Elevation Page 22 of 71 42 *** Murray Adobe, 474 Monterey Street; Anderson House, 532 Dana Street; Hotel Wineman, 849 Higuera Street; 762 Higuera Street Page 23 of 71 Page 24 of 71 Page 25 of 71 Page 26 of 71 City of San Luis Obispo Architectural Character Citywide Historic Context Statement HISTORIC RESOURCES GROUP 140 MISSION REVIVAL The Mission Revival style is indigenous to California. Drawing upon its own colonial past, Mission Revival was the Californian counterpart to the Colonial Revival of the Northeastern states. Never common beyond the Southwest, its regional popularity was spurred by its adoption by the Santa Fe and Southern Pacific Railways as the preferred style for train stations and resort hotels. Features of the California Missions were borrowed and freely adapted, often in combination with elements of other revival styles. Character-defining features include:  Red clay tile roofs with overhanging eaves and open rafters  Shaped parapets  Stucco exterior wall cladding  Arched window and door openings  Details may include bell towers, quatrefoil openings or patterned tiles  Old Gas Works, 280 Pismo Street, 1902. Source: Historic Resources Group. Grace Church, 1350 Osos Street. Source: Historic Resources Group. Milestone Motel, 2223 Monterey Street, 1925. Source: City of San Luis Obispo. Page 27 of 71 City of San Luis Obispo Architectural Character Citywide Historic Context Statement HISTORIC RESOURCES GROUP 147 SPANISH COLONIAL REVIVAL Enormously popular in Southern California from the late 1910s through the late 1930s, the Spanish Colonial Revival style emerged from a conscious effort by architects to emulate older Spanish architectural traditions, and break with Eastern colonial influences. At the peak of its popularity, design features of other regions of the Mediterranean were often creatively incorporated, including those of Italy, France, and North Africa. The result was a pan-Mediterranean mélange of eclectic variations on Spanish Revival styles. Character-defining features include:  Asymmetrical facade  Red clay tile hip or side-gable roof, or flat roof with a tile-clad parapet  Stucco exterior cladding, forming uninterrupted wall planes  Wood-frame casement or double-hung windows, typically with divided lights  Arched colonnades, window or door openings  Decorative grilles of wood, wrought iron, or plaster  Balconies, patios or towers  Decorative terra cotta or tile work  M.F. Avila House, 1443 Osos Street. Source: Historic Resources Group. Division of Highways District 5 Office, 50 Higuera Street, 1931. Source: City of San Luis Obispo. U.S. Post Office, 893 Marsh Street, 1925. Source: Historic Resources Group.Mission College Prep Catholic High School, Palm & Broad Streets. Source: Historic Resources Group. Page 28 of 71 CULTURAL HERITAGE COMMITTEE AGENDA REPORT SUBJECT: 889 BUCHON STREET (DIR-0555-2022) REVIEW OF A PROPOSED RECONSTRUCTED GARAGE AND ACCESSORY DWELLING UNIT ADDITION BY: Walter Oetzell, Assistant Planner Phone Number: (805) 781-7593 Email: woetzell@slocity.org APPLICANT: Jessica Lehrbaum, Architect RECOMMENDATION Provide a recommendation to the Community Development Director regarding the consistency of a proposed new addition with the City’s historical preservation policies (Accessory Dwelling Unit over a garage, Contributing List property in the Old Town Historic District) 1.0 BACKGROUND The applicant proposes construction of a replacement garage, with an Accessory Dwelling Unit (ADU) above the garage, and a small addition joining the new construction to an existing single-family dwelling (see Project Plans, Attachment A), on property designated as a Contributing List Resource in the City’s Inventory of Historic Resources and located within the Old Town District. As provided by § 14.01.030 (C) (4) of the City’s Historic Preservation Ordinance, the application is being referred to the Cultural Heritage Committee (CHC) for its recommendation to the Community Development Director as to the consistency of this alteration with historical preservation policies, including any relevant conditions of approval the Committee may recommend. 2.0 DISCUSSION Site and Setting The subject property is a residential parcel at the southwest corner of Morro and Buchon Streets, within the Old Town Historic District, one of the City’s oldest residential neighborhoods, built up historically around the turn of the twentieth century, with older structures dating back to the 1880s (see District description, Attachment B). Meeting Date: 2/27/2023 Item Number: 4b Time Estimate: 30 Minutes Page 29 of 71 Item 4b DIR-0555-2022 (889 Buchon) Cultural Heritage Committee Report – February 27, 2023 The immediate neighborhood is characterized by one- and two-story dwellings in a variety of styles, including Bungalow, Craftsman, and various Victorian styles. The site is developed with a one-story single-family dwelling with detached garage and workshop, built in 1922.1 The property was designated as a Contributing List Resource in the City’s Inventory of Historic Resources in February 1987 (Resolution 6158), a designation applied to buildings that maintain their original historic and architectural character and contribute to the unique or historic character of a neighborhood, district, or to the City as a whole (Historical Preservation Ordinance § 14.01.050(B)) As described in City records, (see Architectural Worksheet, Attachment C), the primary dwelling on this property is a single story in height, rectangular in plan, with broad medium-pitch roof forms, a corner porch entry, and groups of rectangular windows with divided lights, including a distinctive arrangement of five window panels across the Buchon Street frontage of the building. It exhibits elements of Craftsman Bungalow style in its use of exposed rafters and support brackets, though it incorporates an arched ceiling over the porch. The City’s Historic Context Statement provides a summary description of the characteristics of the Craftsman style, included as Attachment D to this report. Project Description The applicant proposes to demolish the existing garage and workshop and construct a replacement garage (see Project Plans, Attachment A, and Figure 3) in a position that brings its walls a few feet further from the property line, for conformance to current fire and building safety standards. A second story will be constructed above the garage to accommodate an Accessory Dwelling Unit (ADU). The ADU entry, kitchen, and a “Mud Room” will connect the new construction to the primary dwelling at its southwest corner. The predominant exterior material is cement plaster, with wood fascia and window trim, decorative roof brackets, overhanging eaves, rectangular sash windows, and asphalt shingle roofing. 1 Counter Assessor records indicate a “Year Built” date of 1920 Figure 1: 889 Buchon St; corner entry (left), garage and workshop (right) Page 30 of 71 Item 4b DIR-0555-2022 (889 Buchon) Cultural Heritage Committee Report – February 27, 2023 3.0 EVALUATION Proposed work for alterations and additions to listed historical resources must be consistent with guidelines for Changes to Historic Resources set out in § 3.4 of the City’s Historic Preservation Program Guidelines (HPPG). As they apply to additions, these guidelines aim to ensure maintenance of a resource’s original architectural integrity and a close match to the historical building’s original architecture, in terms of scale, form, massing, rhythm, fenestration, materials, color, and architectural details. (§ 3.4 (d)), and that the work is carried out in a manner consistent with the Secretary of the Interior’s Standards for the Treatment of Historic Properties2 (§ 3.4 (f)). An Accessory Dwelling Unit consistent with standards set out in § 17.86.020 of the City’s Zoning Regulations is normally approved ministerially, without discretionary review. However, the proposed new construction encroaches up to five feet into the required side setbacks, for which an exception has been requested under this application . 2 Kay D. Weeks and Anne E. Grimmer. The Secretary of the Interior’s Standards for the Treatment of Historic Properties with Guidelines for Preserving, Rehabilitating, Restoring & Reconstructing Historic Buildings. Washington, D.C.: U.S. Department of the Interior National Park Service; Technical Preservation Services, 2017 Figure 2: Proposed garage reconstruction, ADU addition (right) Page 31 of 71 Item 4b DIR-0555-2022 (889 Buchon) Cultural Heritage Committee Report – February 27, 2023 Secretary of the Interior’s Standards 9. New additions, exterior alterations, or related new construction will not destroy historic materials, features, and spatial relationships that characterize the property. The new work will be differentiated from the old and will be compatible with the historic materials, features, size, scale and proportion, and massing to protect the integrity of the property and its environment. Recommended Not Recommended New Additions Constructing a new addition on a secondary or non-character defining elevation and limiting its size and scale in relationship to the historic building. Constructing a new addition on or adjacent to a primary elevation of the building which negatively impacts the building’s historic character. Constructing a new addition that results in the least possible loss of historic materials so that character-defining features are not obscured, damaged, or destroyed. Attaching a new addition in a manner that obscures, damages, or destroys character- defining features of the historic building. Designing a new addition that is compatible with the historic building. Designing a new addition that is significantly different and, thus, incompatible with the historic building. Using the same forms, materials, and color range of the historic building in a manner that does not duplicate it but distinguishes the addition from the original building. Duplicating the exact form, material, style, and detailing of the historic building in a new addition so that the new work appears to be historic. Distinguishing the addition from the original building by setting it back from the wall plane of the historic building. Discussion: The proposed Accessory Dwelling Unit is placed above a garage that will serve the primary dwelling on the property, and involves minimal disturbance to the existing building, resulting only in the removal of two windows and a secondary entry at its southwest corner. At two stories in height, the addition is appropriately scaled in relation to the single-story dwelling on the site, and the one - and two-story residential structures in the vicinity. Although the property’s situation as a corner lot results in increased visibility into the property from the Buchon street side, the addition is set back about 25 feet from the property line and about 20 feet behind the wall plane of the dwelling, reducing its apparent scale as viewed from the street. According to the property owner’s preference, the new construction closely matches in style and detail the Craftsman theme of the primary dwelling, though its more vertical two -story form distinguishes it to some degree from the dwelling, such that it can be differentiated from the original construction. Page 32 of 71 Item 4b DIR-0555-2022 (889 Buchon) Cultural Heritage Committee Report – February 27, 2023 The compatibility of its forms and materials, consistency of its scale and mass with that of adjacent structures, and minimal alteration of the existing dwelling provide a basis for finding that it is compatible with the property’s historical character and the character of the Old Town Historic District in terms of scale, form, massing, materials, and details, as encouraged by Historic Preservation Program Guidelines and Secretary of the Interior’s Standards for the Treatment of Historic Properties. 4.0 ENVIRONMENTAL REVIEW Construction of a residential addition is categorically exempt from CEQA environmental review, as minor alteration of Existing Facilities (Guidelines § 15301). 5.0 ACTION ALTERNATIVES 5.1 Recommend that the Community Development Director find the project consistent with the City's historical preservation policies, with any suggested conditions of approval necessary to achieve such consistency. 5.2 Continue consideration of the item, with direction to staff and applicant 5.3 Recommend that the Community Development Director find the project inconsistent with historical preservation policies, citing specific areas of inconsistency 6.0 ATTACHMENTS A - Project Plans (ARCH-0555-2022) B - Old Town Historic District (Historic Preservation Program Guidelines) C - Architectural Worksheet (ARCH-0555-2022) D - Craftsman Style (Context Statement) Page 33 of 71 Page 34 of 71 1/4/23Date RevisionsPROJECT:TURRENTINEADU889 BUCHONSTREET,SAN LUIS OBISPO,CASHEET #:T1.1SHEET TITLE:TiTLE SHEET& PROJECTDATAPage 35 of 71 PROJECT:TURRENTINEADU889 BUCHONSTREET,SAN LUIS OBISPO,CAExistingPrimaryResidenceSHEET #:A1.1Date RevisionsSHEET TITLE:PROPOSED SITE PLANGROUNDCOVER &PLANTINGS1511Morro885Buchon889Buchon ADU Entry (N)Garage(N)Mudroom (N)1/4/23Page 36 of 71 SHEET #:A1.2Date RevisionsPROJECT:TURRENTINEADU889 BUCHONSTREET,SAN LUIS OBISPO,CAExisting 1224 SFPrimary ResidenceSHEET TITLE:PROPOSEDUTILITIESGRADING &DRAINAGE Proposed 110 sfADU Entry288 sfGarage/Laundry toreplaceExist Proposed 80 sfMudroom1/4/23Page 37 of 71 PROJECT:TURRENTINEADU889 BUCHONSTREET,SAN LUIS OBISPO,CAKitLRCloCloBdrmBaBdrmDRHallPorchLndryGarageSHEET TITLE:DEMO PLANDate RevisionsSHEET #:A2.0Date Revisionsxxxx1/4/23Page 38 of 71 SHEET #:A2.2SHEET TITLE: PROPOSED1st FLOOR PLAN&2nd FLOOR PLANDate RevisionsSHEET #:A2.2Date RevisionsPROJECT:TURRENTINEADU889 BUCHONSTREET,SAN LUIS OBISPO,CAKitLRCloCloBdrmBaBdrmDRHallPorchLndry(N)Garage (N)xxxxEntry (N)BathMud Rm(N)NewADUBaPLUMBING FIXTURE UNIT CALCULATIONQUANITY MIN. PIPE SIZEPRIMARY DWELLING (E)TOILETLAVATORYKITCHEN SINK/ DISHWASHBATHSHOWERHOSEBIBPROPOSED ADUTOILETLAVATORYBAR SINKBATH/ SHOWER2211130.50.50.50.50.50.5WSFU/EA.2.511.5422.5/1Subtotal12110.50.50.50.52.5114ADU new fixturesTotal proposed fixturesTOTAL WSFU521.5424.5192.521413.532.5THE EXISTING WATER METER IS 5/8" WITH A 3/4" COPPER SERVICE LATERAL. BOTH THEEXISTING DWELLING AND ADU WILL BE SERVED BY THE EXISTING WATER METER.10.5 4 4CLOTHES WASHER1/4/23Page 39 of 71 SHEET TITLE:EXISTING &PROPOSEDROOF PLANDate RevisionsSHEET #:A2.3’PROJECT:TURRENTINEADU889 BUCHONSTREET,SAN LUIS OBISPO,CA1/4/23Page 40 of 71 PROJECT:TURRENTINEADU889 BUCHONSTREET,SAN LUIS OBISPO,CASHEET TITLE:EXISTINGELEVATIONSDate RevisionsSHEET #:A3.0Date Revisions885 Buchon1511 Morro885 Buchon1/4/23Page 41 of 71 SHEET #:A3.1SHEET TITLE:PROPOSEDELEVATIONSDate RevisionsPROJECT:TURRENTINEADU889 BUCHONSTREET,SAN LUIS OBISPO,CA1511 Morro885 Buchon1/4/23Page 42 of 71 SHEET #:A3.2SHEET TITLE:PROPOSEDELEVATIONS& SECTIONDate RevisionsPROJECT:TURRENTINEADU889 BUCHONSTREET,SAN LUIS OBISPO,CA885 BuchonADU Entry1/4/23Page 43 of 71 Page 44 of 71 34 5.2.1 Old Town Historic District Setting Established in 1987, the Old Town Historic District abuts the Railroad district on the southeast and is generally bounded by Pacific and Islay streets on the north and south, and by Santa Rosa and Beach streets on the east and west. As one of the City’s oldest residential neighborhoods, Old Town was built up historically around the turn of the twentieth century, with older structures dating back to the 1880s. It consists of five subdivisions: the Mission Vineyard Tract recorded in March 1873, the Dallidet Tract recorded in 1876, the Murray Church Tract recorded in 1876, the Ingleside Homestead Tract, recorded in 1887, and the La Vina Homestead Tract, recorded in 1903. The District encompasses 86.1 acres, or 0.13 square miles. The District’s prominent location, located just south of and uphill from the Downtown commercial district, made it a desirable neighborhood for the City’s emerging merchant class and leading citizens. Here, residents were close to businesses and commerce, but could avoid the flooding and mud that plagued the Downtown. Home sites were laid out in regular grid patterns, with relatively wide (60 foot right-of-way) streets and 60 foot wide lots. The resultant wide streets and lot frontages allowed deep (20+ feet) setbacks and ample landscaping, reinforcing the district’s prosperous image. Today the high concentration of 100 year old or older residences establishes the District’s predominant architectural and visual character. Site Features and Characteristics Common site features and characteristics include: A. Prominent street yard setbacks of 20 feet or more B. Coach barn (garage) recessed into rear yard C. Finish floors raised 2 3 above finish grade D. Front entries oriented toward street, with prominent walk, stairs and porch E. Front building facades oriented parallel to street 1060 Pismo Street, South Elevation Page 45 of 71 35 Architectural Character In keeping with its peak period of development between 1880 and 1920, the Old Town District has many examples of High Victorian architecture, a style popular in California during that time period that reflected prosperity, power and discriminating taste. This included several style variations, such as Queen Anne, Italianate, Stick and Gothic Revival influences, especially along the top of the hill within the district roughly aligned with Buchon Street. Other, more modest structures with simpler styles abound in other areas of the district. These buildings were first home to the burgeoning merchant class in San Luis Obispo that emerged during the turn of the century. These styles include Neo-classic Row House, Folk Victorian, and Craftsman Bungalow, with many homes borrowing architectural details from several styles. Most of the houses in this district were designed and constructed by the homes’ first occupants or by local builders and were influenced by architectural pattern books of the time period. The shared first story porches along Pismo Street are a good example of a common design feature linking buildings. Predominant architectural features include: A. Two- and rarely three-story houses B. Mostly gable and hip roof types C. Highly ornamented roof features, including prominent fascias, bargeboards, gable end treatments, decorative shingles, prominent pediments or cornices D. Traditional fenestration, such as double-hung, wood sash windows, divided light windows, ornamental front doors, wood screen doors E. Painted wood surface material, including siding and decorative moldings Although many of the buildings were built at separate times, the pattern, rhythm and repetition of common design elements or detailing of historic building facades along Old Town streets creates a prevailing theme and character for the district. Individually Contributing Elements in the Old Town District Some buildings within the bounds of the Old Town District, constructed outside of the period of significance for the district, 1880- 1920, do not share the elements outlined in the above description, but have achieved historical significance on their own and 1543 Morro Street, East Elevation M.F. Avila House, 1443 Osos Street, East Elevation Page 46 of 71 36 therefore individually contribute to the historic character of San Luis Obispo. The M.F. Avila House at 1443 Osos Street is an example of a Spanish Revival style building built in the late 1920s that has been placed on the City’s Master List as a significant resource, in this case for its craftsmanship as well as its association with a historically significant local person. St. Stephens Episcopal Church at 1344 Nipomo Street built in 1873 is an example of Carpenter Gothic style. The first Episcopal church in San Luis Obispo County, St. Stephens is historically significant both its architecture and its association with the pioneer period of San Luis Obispo. Non-Contributing Elements in the Old Town District Non-contributing buildings are those buildings that both do not meet the criteria outlined above and have not achieved historical significance. Most of the contemporary buildings in the district fall into this category. Non-contributing architectural styles, materials or site features include: A. Contemporary stucco or other material exterior siding B. Flat or extremely low pitched roof C. Aluminum sliding windows D. Rectilinear, “boxy” shape or very horizontal massing E. Unarticulated wall surfaces The Vista Grande Apartments, 1415 Morro Street, East Elevation. Page 47 of 71 37 *** 1059 Leff Street; Biddle House, 559 Pismo Street; 1624, 1636, 1642 Morro Street; and Pismo Buchon Alley from Santa Rosa Street Page 48 of 71 Page 49 of 71 Page 50 of 71 City of San Luis Obispo Architectural Character Citywide Historic Context Statement HISTORIC RESOURCES GROUP 141 CRAFTSMAN Craftsman architecture in America grew out of the late-19th century English Arts and Crafts movement. It stressed simplicity of design, hand-craftsmanship, and the relationship to the climate and landscape. Craftsman architecture was widely published in architectural journals and pattern books, popularizing the style throughout the country. Affordable and easily constructed from local materials, the mostly one- or one-and-a-half-story homes were often referred to as “bungalows” and dominated middle-class residential design during the first quarter of the 20th century. Character-defining features include:  Horizontal massing  Low-pitched gabled roof  Widely overhanging eaves with exposed rafters, beams, or braces  Wood exterior wall cladding (shingle, shake, or clapboard)  Projecting partial-, full-width or wrap-around front porch  Heavy porch piers, often of river stone or masonry  Wood-frame casement or double-hung sash windows, often grouped in multiples  Widely-proportioned front doors, often with a beveled light  Wide window and door surrounds, often with extended lintels  Extensive use of natural materials (wood, brick or river stone) 1339 Higuera Street. Source: City of San Luis Obispo. Burch House, 1333 Mill Street, 1915. Source: Historic Resources Group. Residence, 863 Islay Street, c. 1915. Source: Historic Resources Group. Page 51 of 71 Page 52 of 71 City of San Luis Obispo, Community Development, 919 Palm Street, San Luis Obispo, CA, 93401-3218, 805.781.7170, slocity.org Cultural Heritage Committee Meeting of February 27, 2023 TO: Cultural Heritage Committee FROM: Brian Leveille, Senior Planner SUBJECT: ITEM 5a – DRAFT PRELIMINARY ASSESSMENT AND RECOMMENDATIONS FOR THE HISTORIC RESOURCE INVENTORY UPDATE Please review the attached Draft Preliminary Assessment and recommended approach to completing an update of the City’s Historic Resource Inventory and supporting policy and resource documents. At the February 27, 2023 Cultural Heritage Committee (CHC) Meeting, staff will provide a brief overview of the recommended approach prior to CHC discussion. CHC feedback will be reviewed with the consultant team for any necessary revisions prior to finalizing the document. The final document will be used to guide approaches for the City to begin a phased approach toward accomplishing a comprehensive update of the City’s Historic Resources Inventory. ATTACHMENT A - Draft Preliminary Assessment Page 53 of 71 Page 54 of 71 170 MAIDEN LANE, 5TH FLOOR SAN FRANCISCO, CALIFORNIA 94108 TEL 415-362-5154 Imagining change in historic environments through design, research, and technology MEMORANDUM DATE February 20, 2023 PROJECT NUMBER 22288 TO Brian Leveille, Senior Planner PROJECT San Luis Obispo Inventory of Historic Resources Assessment OF City of San Luis Obispo 919 Palm Street San Luis Obispo, CA 93401 FROM Stacy Kozakavich, Page & Turnbull Christina Dikas, Page & Turnbull CC Ruth Todd, Page & Turnbull VIA Email REGARDING DRAFT Preliminary Assessment and Recommendations – San Luis Obispo Inventory of Historic Resources. I. Introduction Page & Turnbull has prepared this memorandum at the request of the City of San Luis Obispo (City) to provide comments on the existing Inventory of Historic Resources, Historic Context Statement, and Historic Preservation Ordinance, as well as recommendations for potential future updates. The purpose of this report is to identify deficiencies in these documents, and to recommend a structured approach to revisions and updates which is consistent with current best practices in historic preservation. The central focus of the City’s efforts will be to revise and update the Inventory of Historic Resources, which was established in 1983 and has been periodically updated based on the findings of targeted historic resource surveys and individual property evaluations. The structure and content of the Inventory of Historic Resources relies on the interconnected rules and guidance provided by two documents, both developed following the establishment of the Inventory of Historic Resources: the City’s municipal code, particularly the Historic Preservation Ordinance (Chapter 14.01) and the City of San Luis Obispo Citywide Historic Context Statement (Historic Context Statement) adopted in 2013. The Historic Preservation Ordinance provides definitions for categories of historic resources within the city and criteria and procedures for designation. The Historic Context Statement provides a chronological and thematic framework within which the significance of the City’s historic resources can be understood and evaluated. Page 55 of 71 DRAFT Preliminary Assessment - San Luis Obispo Inventory of Historic Resources [22288] Page 2 of 17 PAGE & TURNBULL 170 MAIDEN LANE, 5TH FLOOR SAN FRANCISCO, CALIFORNIA 94108 TEL 415-362-5154 II. Inventory of Historic Resources Framework Page & Turnbull reviewed the Historic Preservation Ordinance, Historic Context Statement, and Inventory of Historic Resources to identify possible deficiencies and opportunities for improvement. The following sections provide these findings, as well as recommendations for sequencing updates to the regulatory framework and contents of the Inventory of Historic Resources. A brief discussion of historic preservation practices related to local designation in six other cities with Certified Local Government status is also included. Historic Preservation Ordinance The first task in effectively bringing the City’s Inventory of Historic Resources into alignment with current best practices in historic preservation should be to update the Historic Preservation Ordinance. Page & Turnbull reviewed sections related to the evaluation and designation of historic resources in the current ordinance (Chapter 14.01), and identified several areas for potential clarification and improvement. In general, we recommend that the overall approach in Chapter 14.01 be more consistent with guidance from the National Park Service and State of California Office of Historic Preservation (OHP) with respect to the definition and evaluation of significant historic resources, including the guidance provided in the OHP Technical Assistance Bulletin #14 – Drafting Effective Historic Preservation Ordinances: A Manual for California’s Local Governments. Specific potential deficiencies and improvement recommendations for the Historic Preservation Ordinance include the following: 14.01.20 Definitions • The definitions of the current classifications of “Contributing List resource or property” and “Master List resource” (Sections 14.01.020 and 14.01.050) do not communicate a clear difference in significance or protection between these two categories. • The definitions of “Cultural resource,” “Historic property,” “Historic resource,” and “Sensitive site” do not communicate how these terms are or should be differently applied with regard to implementation of the City’s historic preservation policies. • The definition of “Historic district/historical preservation district” inaccurately references Chapter 17.54. The correct chapter is 17.56 - Historical Preservation (H) Overlay Zone (Sections 14.01.020 and 14.01.080). • The definition of “Noncontributing resource” inappropriately characterizes this classification as a “designation,” when it is more accurately a lack of designation. This label is misused in place of a term such as “Non-historic property” or “Age-ineligible property,” as it corresponds to the definition that these properties are “typically less than 50 years old.” Since the appropriate use of the term “Noncontributing resource” is relevant only within the context of historic districts, the definition accurately provided in 14.01.050 is misplaced in this section. Page 56 of 71 DRAFT Preliminary Assessment - San Luis Obispo Inventory of Historic Resources [22288] Page 3 of 17 PAGE & TURNBULL 170 MAIDEN LANE, 5TH FLOOR SAN FRANCISCO, CALIFORNIA 94108 TEL 415-362-5154 14.01.50 Historic Resource Designations • The introductory paragraph to Section 14.01.050 includes a partial definition of “Contributing properties,” which is made redundant by the full definition in subsection B. • Section 14.01.050 does not include requirements for notification of and consent by property owners within proposed historic districts or requirements for consent by owners of individual properties nominated by Cultural Heritage Commission (CHC). • Section 14.01.050 does not state if and how incentives may be available to owners of listed properties, as is noted with respect to properties in historic districts (Section 14.01.080). 14.01.55 Historic Gardens, Site Features, Signs, and Other Cultural Resources • The separation of Section 14.01.055 from those which define individually listed historic resources does not clearly communicate that “historic gardens, site features and improvements, accessory structures, signs, Native American sacred places, cultural landscapes and areas or objects of archaeological, architectural, cultural or historic significance” as well as signs may be listed on the Inventory of Historic Resources as either individual properties or contributors to historic districts. 14.01.070 Evaluation Criteria for Historic Listing • The current evaluation criteria for historic resource designation could require evaluations to address up to sixteen different potential aspects of significance. Compared with the National Register of Historic Places and California Register of Historical Resources, each of which have four criteria, the necessity to address all of the City’s criteria in each property evaluation could be onerous for City reviewers’ time and property owners bearing the cost of evaluation. Much of the detail provided in the City’s Evaluation Criteria for Historic Resource Listing could be included in written guidance for evaluation according to a simplified set of criteria, rather than in the ordinance itself. • “Integrity” is not an appropriate criteria for evaluation of significance. Rather, it is typically a separate requirement for eligibility for listing. 14.01.080 Historic District Designation, Purpose and Application • Section 14.01.080 does not include or clearly refer to criteria for designation of Historic Districts, which is specified with respect to “H” overlay zones in Section 17.56.010.B. • Land use policies and goals and “special considerations for development review” of projects within proposed districts (Section 17.56.010.B) are important issues to discuss as part of City review and hearings regarding applications for designation of historic districts. However, Page 57 of 71 DRAFT Preliminary Assessment - San Luis Obispo Inventory of Historic Resources [22288] Page 4 of 17 PAGE & TURNBULL 170 MAIDEN LANE, 5TH FLOOR SAN FRANCISCO, CALIFORNIA 94108 TEL 415-362-5154 requiring applications to include analyses of these issues may be onerous to applicants not experienced in planning policy. This may discourage private individuals and groups from submitting applications. 14.01.090 Process for Establishing or Amending Historic Districts • Preparation of “graphic and written design guidelines” (14-01-090.C.4) should be developed as a separate process, to be consistent with and implemented as part of the City’s existing design review processes. • While “Environmental Design Continuity” is a required review criterion for historic district applications (14-01-090.E), this criterion is not mentioned in the application requirements (14-01-090.C) or characteristics (17.56.010.B) of historic districts/”H” overlay zones. • The relevance of individually eligible properties within proposed historic districts to CHC and City Council review is not made clear in Section 14-01-090.E.2. While it may be assumed that the presence of some proportion of individually eligible properties could benefit a district’s eligibility, this is not explicitly stated. Preparation of revised Historic Preservation Ordinance text and meetings with City staff and the CHC are included as Task 1.1 in the Recommended Scope of Work. Historic Context Statement Adopted in 2013, the Historic Context Statement provides a broad overview of the City’s history spanning chronologically from the 1700s through the mid-20th century. Contextual themes, property types, eligibility standards, and local examples are presented for each of six time periods between 1772 (the beginning of Spanish Colonization and establishment of Mission San Luis Obispo) and 1970. Though the majority of individual properties listed on the Inventory of Historic Resources were evaluated and designated prior to adoption of the Historic Context Statement, the document provides a good foundation for review of currently designated properties and new evaluations. Page & Turnbull reviewed the Historic Context Statement, and identified the following areas for potential improvement: • Discussion of the presence and historical contribution of Chumash and other Native American tribal groups is limited to sections which discuss the early history of San Luis Obispo, and “Associated Property Types, Integrity Considerations & Eligibility Standards” related to Native American peoples acknowledges only archaeological resources. Traditional cultural properties and other resource types associated with the area’s historic and current Native American residents and communities are not addressed. Page 58 of 71 DRAFT Preliminary Assessment - San Luis Obispo Inventory of Historic Resources [22288] Page 5 of 17 PAGE & TURNBULL 170 MAIDEN LANE, 5TH FLOOR SAN FRANCISCO, CALIFORNIA 94108 TEL 415-362-5154 • The “Ethnic Communities” themes presented with the contexts for the Late 19th Century, Early 20th Century, Great Depression, and World War II may encourage the identification of resources associated with distinct cultural groups who have contributed to the history and built environment of San Luis Obispo. However, the use of a specific category for “Ethnic Communities” within a limited number of the larger temporal contexts risks relegating resources that are not associated with the city’s Anglo-American history to a category of “other,” separate from the core histories of San Luis Obispo’s past. • Some groups and themes which have been identified by other municipalities as significant in local history, as well as to the history of California, are not included in San Luis Obispo’s Historic Context Statement. Groups and themes which may be significant in the city’s history include (but are not limited to) LGBTQ+ communities, African American/Black communities, Latinx communities, and labor history. • Transportation-related development is limited to the late 19th-century time period, and as such is limited in focus to the early construction and use of rail lines and related infrastructure. Later changes in the use of rail lines and the growth of automobile-focused routes and infrastructure are excluded from the potential significant associations. Preparation of an addendum to the Historic Context Statement, including public meetings, meetings with City staff and the CHC are included as Task1.2 in the Recommended Scope of Work. Inventory of Historic Resources San Luis Obispo’s Inventory of Historic Resources currently consists of 760 locally designated individual properties, including 198 “Master List” properties and 562 “Contributing List” properties. The inventory was established following the City’s first comprehensive historic resource survey, conducted in 1982-1983, which reviewed over 2,000 pre-1941 properties, primarily near the downtown core.1 This survey established the basis for the Master List, plus three historic districts: Downtown, Mill Street, and Old Town. Of the currently listed properties on the Inventory of Historic Resources, 285 (149 on the Master List and 136 on the Contributing List) were listed on August 15, 1983 as a result of this survey. The second historic resource survey, completed in 1986, reviewed approximately 500 properties, mostly single-family residences outside of the downtown area, which had been identified by the Cultural Heritage Committee. A total of 400 properties were evaluated, 100 for eligibility for the Master List and National Register, and all 400 as potential district contributors. Of the currently 1 Previous historic resource survey approaches and findings are summarized from: Historic Resources Group, City of San Luis Obispo Citywide Historic Context Statement (Pasadena: Prepared for the City of San Luis Obispo, September 30, 2013), 6-8. Page 59 of 71 DRAFT Preliminary Assessment - San Luis Obispo Inventory of Historic Resources [22288] Page 6 of 17 PAGE & TURNBULL 170 MAIDEN LANE, 5TH FLOOR SAN FRANCISCO, CALIFORNIA 94108 TEL 415-362-5154 listed Inventory of Historic Resources properties, 256 (three on the Master List and 253 on the Contributing List) were listed on February 2, 1987 as a result of this survey, and the Chinatown and Railroad historic districts were identified. Three additional districts that were recommended following the 1987 survey Little Italy, Monterey Heights, and Mount Pleasanton/Anholm, were not designated, though each area contains a concentration of designated Contributing List properties. In 2006-2007, City staff surveyed properties in the East Railroad and Monterey Heights potential districts. Of the currently listed Inventory of Historic Resources properties, 22 were listed on February 19, 2007 as a result of this survey. The fourth Inventory of Historic Resources update survey, conducted in 2011-2012, reviewed properties dating to ca. 1900-1925 in an area recommended by the Cultural Heritage Committee “outside of existing historic districts adjacent to Johnson Avenue between Higuera and Buchon Streets.”2 Of the currently listed Inventory of Historic Resources properties, 57 Contributing List properties were designated on December 3, 2012 as a result of this survey. The majority of properties listed in the Inventory of Historic Resources are within one of the City’s five designated Historic District Overlay Zones (Table 1). A total of 128 of the 198 Master List properties are within the boundaries of a Historic District Overlay Zone. Of the 562 Contributing List properties, 392 are within the five designated Historic District Overlay Zones. There are 234 within the Old Town District, the largest historic district in the City, consisting primarily of single-family residential properties. An additional 110 Contributing List properties are within five concentrations of properties which appear to have been identified in previous surveys as potential districts during previous surveys, but which are not designated as Historic District Overlay Zones.3 There are 60 individual Contributing List properties outside of an existing historic district or neighborhood previously identified as a potential historic district, approximately three quarters of which are within the 2012 survey area immediately south of Higuera Street and east of Toro Street and Johnson Avenue. Table 1. Count of Inventory of Historic Resources-listed properties within historic districts and neighborhoods. 2 Historic Resources Group, City of San Luis Obispo Citywide Historic Context Statement, 6-7. 3 Historic Resources Group, City of San Luis Obispo Citywide Historic Context Statement, 171-186. Page 60 of 71 DRAFT Preliminary Assessment - San Luis Obispo Inventory of Historic Resources [22288] Page 7 of 17 PAGE & TURNBULL 170 MAIDEN LANE, 5TH FLOOR SAN FRANCISCO, CALIFORNIA 94108 TEL 415-362-5154 District or Neighborhood Designated as Historic District Overlay Zone Number of Master List Properties Number of Contributing List Properties Railroad Yes 11 17 Downtown Yes 45 65 Mill Street Yes 12 70 Old Town Yes 58 234 Chinatown Yes 2 6 East Railroad No Not recorded 23 Johnson Avenue No Not recorded 1 Little Italy No Not recorded 3 Monterey Heights No Not recorded 7 Mt. Pleasanton/Anholm No Not recorded 76 The majority of properties included in the Master List were designated prior to development of the Historic Context Statement, so specific contexts or themes described in the 2013 document were not formally associated with most properties at the time of their designation. Page & Turnbull reviewed information available through the City’s GIS system for Master List properties to make preliminary context theme assignments to each property. While estimated based on limited information, these assignments provide some insight into which themes are currently represented in the Inventory of Historic Resources and by designated historic districts, and may provide opportunities for better representation in future evaluations and designations. The majority of Master List properties, 128 of the total 198, are related to two themes: late-19th- Century and Early 20th-Century residential development. The next most frequent are late-19th- Century and Early 20th-Century commercial development, represented by 31 of 198 Master List properties. These time periods and themes are also reinforced through association with the designated historic districts, whose contributors predominantly represent late 19th- and early 20th- century residential and commercial buildings. The 17 other themes included in the Historic Context Statement are represented by relatively small numbers of properties. In the case of Mission-Era Institutional Development and Residential Development, this is understandable due to the relative rarity of properties dating to this early period. The small number of properties associated with the Great Depression & World War II (1930- 1945) and Mid-20th-Century Growth (1945-1970) context periods, a total of about 12 Master List properties across all themes for the periods from the 1930s to 1970, suggests that properties built during these years may have not been prioritized in previous historic resource surveys. Only one Master List property, the Ah Louis Store at 800 Palm Street, is explicitly associated with “Ethnic Page 61 of 71 DRAFT Preliminary Assessment - San Luis Obispo Inventory of Historic Resources [22288] Page 8 of 17 PAGE & TURNBULL 170 MAIDEN LANE, 5TH FLOOR SAN FRANCISCO, CALIFORNIA 94108 TEL 415-362-5154 Communities” themes across all time periods. The Historic Context Statement notes that 11 properties “were identified in 2008 for their historic association with the local Italian community,” however, the annotations associated with Master List properties on the City’s publicly available GIS information do not identify this significant association for any properties.4 Construction dates and historic significance information was not available for Contributing List properties during preparation of this memorandum. It is therefore not clear if the proportions of context themes represented in the Contributing List differs from that in the Master List. A detailed review of property types, context themes, and time periods represented in the Inventory of Historic Resources, as well as an updated assessment of the integrity of listed properties, is included as Task1.3 in the Recommended Scope of Work. Development and implementation of a survey plan for evaluation of new potential individual resources and historic districts are described in Tasks 2.1 and 2.2 of the Recommended Scope of Work. III. Comparative Preservation Policies Page & Turnbull reviewed the preservation ordinances of six Certified Local Governments with populations between approximately 20,000 and 120,000 to provide comparison and insight into current and potential approaches for updating San Luis Obispo’s historic preservation program. Administered by the State of California Office of Historic Preservation, the Certified Local Government (CLG) program provides funding opportunities for cities with qualifying historic preservation policies and practices, including maintenance of an inventory of historic resources and ordinance-guided preservation review commission. Cities whose ordinances were reviewed for this report include Alameda, Berkeley, Burbank, Calabasas, Monterey, and Palm Springs (Table 2). While the specific category titles and approaches vary from city to city, in general, each provides definitions and criteria for the designation of individual resources and districts. In four of the cities (Burbank, Calabasas, Monterey, and Palm Springs), the criteria for designation of individual resources and districts are entirely or closely based on the criteria used by the National Register and California Register. The City of Burbank relatively recently adopted this approach, following the recommendations of a Historic Context Statement prepared in 2009.5 Four of the cities (Alameda, Berkeley, Monterey, and Palm Springs) have two separate levels of designation for individual resources. None of the six cities reviewed uses the term “contributing” or “contributor” in designation of resources outside of historic districts. In some cities, including Berkeley and 4 Historic Resources Group, City of San Luis Obispo Citywide Historic Context Statement, 71. 5 Galvin Preservation Associates, City of Burbank: Citywide Historic Context Report (Redondo Beach: Prepared for the City of Burbank, September 2009). Page 62 of 71 DRAFT Preliminary Assessment - San Luis Obispo Inventory of Historic Resources [22288] Page 9 of 17 PAGE & TURNBULL 170 MAIDEN LANE, 5TH FLOOR SAN FRANCISCO, CALIFORNIA 94108 TEL 415-362-5154 Calabasas, properties listed on the National Register or California Register are automatically added to the local inventory. Five of the cities reviewed have Mills Act contract programs. Enacted by the State of California in 1972, this legislation “grants participating local governments (cities and counties) the authority to enter into contracts with owners of qualified historic properties who actively participate in the restoration and maintenance of their historic properties while receiving property tax relief.”6 Cities with Mills Act programs typically limit the number of available Mills Act contracts per year and establish a local designation threshold required for a property to be eligible (Table 2).The City of San Luis Obispo currently requires that properties be designated on the “Master List” to be eligible for Mills Act contracts, and will establish up to 10 new contracts per year. As of 2021, 56 Mils Act contracts were active in San Luis Obispo. At the state level, the legislation governing the Mills Act program defines a “qualified historical property” for the purposes of the program as follows: “Qualified historical property” for purposes of this article, means privately owned property which is not exempt from property taxation and which meets either of the following: (a) Listed in the National Register of Historic Places or located in a registered historic district, as defined in Section 1.191-2(b) of Title 26 of the Code of Federal Regulations. (b) Listed in any state, city, county, or city and county official register of historical or architecturally significant sites, places, or landmarks.7 Table 2. Historic resource designation categories of selected CLG cities. City (population) Ordinance Historic Resource Designation Categories Criteria Similar to CR/NR? Published Mills Act Contract Eligibility Threshold Alameda (approx. 76,300) Article VII, Section 13-21 – Preservation of Historical and Cultural Resources (Ordinance dated 2003) Historical Monument (Districts are not a separate category, but may be historical monuments) Historical Building Study List No - Specific to City of Alameda No Mills Act program. Berkeley (approx. 117,100) Landmark Structure of Merit No – Specific to City of Berkeley Designated as City of Berkeley Landmarks 6 State of California Office of Historic Preservation, “Mills Act Program,” electronic resource at https://ohp.parks.ca.gov/?page_id=21412. 7 State of California Government Code Article 12, Section 50280.1, electronic resource at https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=GOV&sectionNum=50280.1. Page 63 of 71 DRAFT Preliminary Assessment - San Luis Obispo Inventory of Historic Resources [22288] Page 10 of 17 PAGE & TURNBULL 170 MAIDEN LANE, 5TH FLOOR SAN FRANCISCO, CALIFORNIA 94108 TEL 415-362-5154 Chapter 3.24 – Landmarks Preservation Commission (Ordinance dated 1974 and 1985) Historic District or Structures of Merit. Burbank (approx. 105,400) Article 9, Division 6. Historic Preservation Regulations (Ordinances dated 1994, 2010, and 2011) Designated Historic Resource Eligible Historic Resource Historic District Yes – Patterned after CR/NR. District criteria slightly different than those for individual resources. Designated as a City of Burbank Historic Resource or listed on the National Register or California Register. Calabasas (approx. 22, 900) 17.36.010 – Historic Preservation Ordinance (Ordinance dated 2010) Historic Landmarks Historic District Historic Landscape Yes – Patterned after CR/NR District criteria slightly different than those for individual resources or landscapes. Designated as a City of Calabasas Historic Landmarks, contributing structures in designated historic districts, or listed on the National Register or the California Register. Monterey (approx. 29,900) Chapter 38 - Article 15 – Historic Zoning Ordinance (Ordinances dated 2012 and 2022) Landmark Overlay Zoning (H-1) Historic Resource Overlay Zoning (H-2) Historic District Overlay Zoning Yes – Explicitly uses NR and CR criteria. Designated as a City of Monterey historic resource, with an “H” designation. Palm Springs (approx. 45,000) Chapter 8.05 – Historic Preservation (Ordinance dated 2019) Class 1 Historic Resources Class 2 Historic Resources Yes - Eligibility based on a slightly modified version of the NR/CR criteria, with lower integrity requirements for Class 2 Resources. Designated by the City of Palm Springs as a Class 1 historic site or Class 2 historic site with the extant historic resource, contributing structures in a locally designated historic district, or listed on the National Register. Page 64 of 71 DRAFT Preliminary Assessment - San Luis Obispo Inventory of Historic Resources [22288] Page 11 of 17 PAGE & TURNBULL 170 MAIDEN LANE, 5TH FLOOR SAN FRANCISCO, CALIFORNIA 94108 TEL 415-362-5154 IV. Recommended Scope of Work Following review of San Luis Obispo’s Inventory of Historic Resources, Historic Context Statement, and Historic Preservation Ordinance, Page & Turnbull recommends a two-phased approach to updating the inventory. Phase 1 would address the existing inventory and its regulatory framework, and would include revisions to the ordinance and Historic Context Statement (Tasks 1.1 and 1.2) and assessment of the current inventory (Task 1.3). The definitions and criteria codified in the ordinance, and the preservation priorities and significant context themes provided by the Historic Context Statement, must guide evaluations of eligibility for additions to the Inventory of Historic Resources. Following these tasks, a detailed update to the existing Inventory of Historic Resources should be undertaken to align the information associated with currently designated properties with the changes made during Tasks 1 and 2. This would include reclassifying listed properties, removing individually listed properties that may lack sufficient significance or integrity, and reviewing previously identified concentrations of properties as potential historic districts. The three Phase 1 tasks, including the Historic Preservation Ordinance Update, Historic Context Statement Addendum, and Inventory of Historic Resources Review and Recommendations, could be completed within approximately 12 months, for an estimated fee within the range of $68,000 - $112,000. This fee range includes all tasks, plus a 15% contingency. The estimated duration assumes that Task 1.1 and Task 1.2 would begin concurrently, and that Task 1.3 would be initiated after submittal of the Administrative Draft Historic Context Statement Addendum (Task 1.2). The estimated duration also assumes a three-week review period for each draft deliverable. Task durations may vary based on City staff and stakeholder availability, and the meeting and hearing schedules. Phase 2 would develop and implement an approach to evaluating new potential resources for listing on the Historic Resource Inventory. Guided by a review of the current representation of significant context themes presented in the Historic Context Statement, a detailed survey plan would be prepared for identifying new areas and resources for evaluation (Task 2.1). This survey plan would identify geographic, temporal, and thematic priorities for future survey and nomination efforts which may then be implemented as a separate task or tasks (Task 2.2). The Phase 2 tasks, including the Inventory Update Survey Plan, reconnaissance survey of up to 500 properties, individual property evaluation of up to 25 properties, and evaluation of two historic districts, could be completed within approximately nine months, for an estimated fee within the range of $70,000 - $110,000, which includes estimated consultant fees plus a 15% contingency. Page 65 of 71 DRAFT Preliminary Assessment - San Luis Obispo Inventory of Historic Resources [22288] Page 12 of 17 PAGE & TURNBULL 170 MAIDEN LANE, 5TH FLOOR SAN FRANCISCO, CALIFORNIA 94108 TEL 415-362-5154 Table 3 provides a summary of estimated fee ranges and durations by task. Detailed task descriptions are provided in the following section. Table 3. Inventory of Historic Resources Update – Estimated Task Fees and Durations Task Fee Range 8 Duration Phase 1 – Revise Current Inventory and Framework 1.1 – Historic Preservation Ordinance Update $19,000 - $29,000 6 months 1.2 – Historic Context Statement Addendum $25,000 - $38,000 8 months 1.3 – Inventory of Historic Resources Review and Recommendations $24,0009 - $45,000 6 months Phase 2 – Add to Inventory of Historic Resources 2.1 – Inventory Update Survey Plan $13,000 - $20,000. 5 months 2.2 – Inventory Update Survey Implementation $57,000 - $90,000 9 months Total Estimated Fee Range and Duration $138,000 - $222,000 26 months Phase 1 – Revise Current Inventory and Framework Task 1.1 – Historic Preservation Ordinance Update Estimated Resource Commitment: $19,000 - $29,000 The City of San Luis Obispo’s Historic Preservation Ordinance provides the legal framework for recognizing, protecting, and managing changes to the City’s historic resources. To update the Historic Preservation Ordinance, the consultant will: a) Review the existing ordinance (Municipal Code Chapter 14.01) and opportunities for improvement identified in this assessment document. b) Discuss issues and approaches for potential revisions and updates with the CHC and City staff in one study session. c) Using the information from document review and input from the study session, as well as knowledge of best practices, current laws, and ordinances used by other Certified Local Governments, draft updates to the City’s historic preservation ordinance. Updates will include, but may not be limited to, revising the categories of individually listed historical resources and district contributors, the evaluation criteria for individual resources and 8 Includes estimated consultant staff time at average hourly staff billing rates between $100 and $150, plus a 15% contingency per task. Cost estimate calculations do not include travel time or mileage costs, nor lodging and per diem costs for participation in study sessions, outreach workshops, or field surveys, as these will vary based on the location of the consultant and the number of study sessions or hearings requested. 9 Low estimate assumes use of local volunteer field personnel. Page 66 of 71 DRAFT Preliminary Assessment - San Luis Obispo Inventory of Historic Resources [22288] Page 13 of 17 PAGE & TURNBULL 170 MAIDEN LANE, 5TH FLOOR SAN FRANCISCO, CALIFORNIA 94108 TEL 415-362-5154 historic districts, procedures and requirements for designation of individual resources and historic districts, and applicability of historic preservation incentives. Revision of local designation categories may require revision to the City of San Luis Obispo’s Mills Act program policies and guidance publications. Updates to the Historic Preservation Ordinance will be provided and revised accordingly for administrative review, public review, CHC review, and final adoption. Task 1.2 – Historic Context Statement Addendum Estimated Resource Commitment: $25,000 - $38,000 The City’s Historic Context Statement provides the significant historic contexts and themes within which potential historic resources are evaluated for significance, identifies property types associated with these themes, and recommends thresholds for significance. To update the existing Historic Context Statement, the consultant will: a) Review the existing Historic Context Statement, adopted in 2013, and opportunities for improvement identified in this assessment document to develop a preliminary list of themes, including groups, patterns, or events, which are not yet represented in the Historic Context Statement. b) Discuss preliminary findings with CHC and City staff in one study session. c) Conduct general public outreach to share the preliminary list of contexts and themes, and to solicit public input into additional areas for context development. d) Identify and consult with specific community groups to develop approaches for identifying, recording, and designating intangible cultural resources and traditional cultural properties in San Luis Obispo. This directed outreach will include Native American tribal groups, and may include other groups identified through the broader public outreach and study session described above. e) Prepare an addendum to the Historic Context Statement which includes historic context descriptions for new themes, associated property types, thresholds for significance, and integrity considerations. These themes may be recommended to be integrated as appropriate into existing temporal and thematic categories, or be considered as new categories. The addendum to the Historic Context Statement will be provided and revised accordingly for administrative review, public review, CHC review, and final adoption. Page 67 of 71 DRAFT Preliminary Assessment - San Luis Obispo Inventory of Historic Resources [22288] Page 14 of 17 PAGE & TURNBULL 170 MAIDEN LANE, 5TH FLOOR SAN FRANCISCO, CALIFORNIA 94108 TEL 415-362-5154 Task 1.3 – Inventory of Historic Resources Review and Recommendations Estimated Resource Commitment: $24,000 - $45,000 The City’s current Inventory of Historic Resources represents four decades of survey efforts and changing historic preservation priorities and approaches. To review the current condition of listed resources and update information to align with revised frameworks developed in Tasks 1 and 2, the consultant will: a) Obtain and review existing documentation (including survey and/or evaluation forms and reports) from previous Inventory of Historic Resources surveys, conducted in 1982-1983, 1987, 2006-2007, and 2011. Where possible, the significant themes or associations justifying original listing of each property and the corresponding context or theme in the 2013 Historic Context Statement and/or Addendum will be noted in a table or database of all listed resources. b) The use of field survey tools for digital data collection is a cost saving measure when used effectively. The consultant will utilize GIS parcel data provided by the City and/or County Assessor to map properties that will be surveyed and build a customized mobile survey application for use in the field with tablets or mobile devices to efficiently collect and export photographs and field data for each property. The selected survey app should have the capability to collect customized, geolocated cloud-based data that can be exported to easily update the City’s existing GIS data. c) Conduct pedestrian or “windshield” reconnaissance survey of all resources currently listed on the Inventory of Historic Resources (198 “Master List” and 562 “Contributing List”), using a survey application for mobile devices. As part of the survey, identify any properties which have been removed, demolished, or altered to the extent that their integrity appears to have been diminished such that they are no longer eligible for listing in the Inventory of Historic Resources. d) Compile information collected during survey with previous documentation to provide a database of properties which incudes, at minimum: • Current digital photograph(s) • Assessor Parcel Number (APN) • Address • Year built • Property type • Architect or builder (if known) • Architectural style • Architectural features, materials, and alterations • Assessment of integrity Page 68 of 71 DRAFT Preliminary Assessment - San Luis Obispo Inventory of Historic Resources [22288] Page 15 of 17 PAGE & TURNBULL 170 MAIDEN LANE, 5TH FLOOR SAN FRANCISCO, CALIFORNIA 94108 TEL 415-362-5154 • Associated Historic Context Statement context and theme • Current Inventory of Historic Resources listing category • Associated historic district • Recommended Inventory of Historic Resources category • California Historical Resource Status Code e) Prepare an Inventory of Historic Resources Recommendations Report, using collected field data and previous documentation. Contents will include, but may not be limited to: i. A description of survey methods, ii. Analysis of the historic contexts and themes, time periods, and architectural styles represented in the current Inventory of Historic Resources, iii. A review and update of historic resource category assignments for listed properties to those developed during Task 1.0, including: o A list of individual properties both within and outside of the five existing historic districts (Downtown, Old Town, Chinatown, Railroad, and Mill Street) which may qualify for status as individually listed properties on the Inventory of Historic Resources. o A list of properties within the five existing historic districts (Downtown, Old Town, Chinatown, Railroad, and Mill Street) which should be identified as district contributors only, rather than individually listed resources. iv. A discussion of existing groupings of properties on the Inventory of Historic Resources and the neighborhoods identified in the 2013 Historic Context Statement, such as the Anholm, East Railroad, and Monterey Heights areas, and recommendations as appropriate for potential historic districts. The Inventory of Historic Resources Recommendations Report will be provided and revised accordingly for administrative review, public review, CHC review, and final adoption. Phase 2 – Add to Inventory of Historic Resources Task 2.1 – Inventory Update Survey Plan Estimated Resource Commitment: $13,000 - $20,000 Historic Resources Inventories are necessarily works in progress, and must be periodically updated to represent the full range of significant contexts and themes, and to incorporate properties not old enough for evaluation as historic resources during previous surveys. The consultant will work with Page 69 of 71 DRAFT Preliminary Assessment - San Luis Obispo Inventory of Historic Resources [22288] Page 16 of 17 PAGE & TURNBULL 170 MAIDEN LANE, 5TH FLOOR SAN FRANCISCO, CALIFORNIA 94108 TEL 415-362-5154 the CHC and City staff to develop an inventory update survey plan which may be implemented in phases according to priorities and available funding. To complete this task, the consultant will: a) Use the findings of the Inventory of Historic Resources Recommendations Report and existing City and County information about dates of construction and/or tract development to identify previously unsurveyed areas of San Luis Obispo with a majority of buildings 50 years of age or older. The consultant may also review the State of California Office of Historic Preservation Built Environment Resource Directory (BERD), aerial and historical photographs, Sanborn Map Company fire insurance maps, and tract maps, which will additionally inform an understanding of citywide development. b) Develop preliminary recommendations for potential survey areas. Priority for recommended reconnaissance survey will be given to areas or property types associated with time periods and themes described in the Historic Context Statement and Addendum which are not well represented in the existing Inventory of Historic Resources. Reconnaissance areas may include neighborhoods with modern architectural styles, such as Greta Place; other planned tracts which may not contain a large number of individually eligible resources but are representative of significant periods or types of development; or property types such as cultural landscapes and tribal resources. c) Discuss preliminary findings with CHC and City staff in one study session. d) Based on the findings of document review and discussion with the CHC and City staff, develop a survey plan which describes areas recommended for additional survey and the contexts or themes associated with those areas. The survey plan will provide the basic task structure for a phased approach with estimated resource needs for each proposed survey area, and will assume the use of mobile data collection applications and the potential use of volunteers in conducting field surveys. The Inventory Update Survey Plan will be provided and revised accordingly for administrative review and CHC review. As the number of properties and size of survey areas is not yet known, potential fee cannot be estimated for implementation of the survey plan; however, estimated costs for typical survey sizes are provided below. Task 2.2 – Survey and Evaluation of Potential Resources Estimated Resource Commitment: $57,000 - $90,000 The scope and scale of survey and evaluation undertaken would be dependent on the findings of the Phase 1 tasks and recommendations of the Inventory Update Survey Plan. The following survey Page 70 of 71 DRAFT Preliminary Assessment - San Luis Obispo Inventory of Historic Resources [22288] Page 17 of 17 PAGE & TURNBULL 170 MAIDEN LANE, 5TH FLOOR SAN FRANCISCO, CALIFORNIA 94108 TEL 415-362-5154 descriptions and estimates represent typical approaches and scales that may be implemented. The total estimated task fee includes one reconnaissance survey of up to 500 properties, intensive survey of 25 potential individually eligible properties, and survey and recording for two new historic districts. The estimated number of resources is preliminary, and would be refined through completion of Phase 1 and Task 2.1. Reconnaissance Survey Reconnaissance-level survey of age-eligible (at least 45 years old) properties, undertaken as a street- by-street windshield survey to identify potential individual resources and districts. This effort would be guided by the Historic Context Statement’s evaluative criteria as the basis of evaluation, and would be used to inform the methodology and approach to more intensive survey of potential resources and districts. The deliverable would include lists and maps of potential historic resources and districts for further review. Estimated Resource Commitment: $20,000 - $30,000 for surveys of up to 500 properties. Intensive Survey and Recording – Individual Resources Intensive-level survey of properties identified during reconnaissance-level survey as likely to be eligible as individual historic resources. The estimated budget includes a brief field survey, two hours of property-specific research, and six hours to prepare basic State of California Department of Parks and Recreation (DPR) 523 forms for each property. Intensive-level survey evaluates properties according to the criteria for the National Register, California Register, and local criteria. The time estimate for research and form preparation assumes the use of pre-prepared context, basic architectural description, and limited property-specific research. Resource Commitment: $25,000 - $34,000 for up to 25 individually eligible properties. Intensive Survey and Recording – Historic District Intensive-level survey of properties identified during reconnaissance-level survey as likely to be eligible as contributors to a potential historic district. The estimated budget includes a brief field survey, neighborhood and district-level research and context development, and preparation of State of California Department of Parks and Recreation (DPR) 523 forms for the district. Intensive-level survey evaluates a historic district according to the criteria for the National Register, California Register, and local criteria. The time estimate for research and form preparation assumes that forms will not be prepared for individual properties, and that property-specific research will be limited. Resource Commitment: $9,000 - $13,000 for one district with 10 to 25 contributors. Page 71 of 71