HomeMy WebLinkAbout09/16/1997, C-2 - APPROVAL OF MILLS ACT CONTRACTS UNDER THE HISTORIC PROPERTY TAX INCENTIVE PROGRAM. Council
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CITY O F SAN LUIS O B I S P O
FROM: ArnoldJo 0
PREPARED BY: Jeff H
SUBJECT: Appro
CA
of ills Act Contracts under the Historic Property Tax
Incentive Program.
CAO RECOMMENDATION: Adopt resolutions approving Mills Act contracts for historic
properties located at 1167 Marsh Street, 461 Islay Street, 591 Islay Street, 752 Buchon Street,
1763 Santa Barbara Street, 1717 Santa Barbara Street, 896 Buchon Street, 745 Buchon Street,
1504 Broad Street, 1511 Morro Street, 1435 Broad Street, 963 Broad Street, and 1105 George
Street.
DISCUSSION
Background
Last year the City Council adopted Resolution No. 8589, establishing a pilot program to
encourage historic preservation. The program, based on a State law called the "Mills Act",
allows cities to enter into contracts with property owners to preserve, maintain and in some
cases, improve their historic properties in return for reduced property taxes. The pilot program
authorized up to 15 historic preservation contracts,with the intent of evaluating the program after
one year of operation. Staff has been working with the property owners to finalize their lists of
planned maintenance and/or improvements, and 13 contracts are now ready for Council action.
The remaining contracts will be scheduled for a future Council meeting.
Mills Act Contracts
Historic Preservation is an important goal of the City's General Plan. By providing a financial
incentive, the Mills Act Program is one of the most effective preservation tools available to
achieve that goal and encourage the preservation of heritage properties. Only those commercial
and residential properties on the Master List of Historic Resources are eligible for the pilot
program. The Mills Act contracts were prepared using standard language provided by the-State
Historic Preservation Office. The contracts differ substantively only in Exhibits A and B, -which
describe the historic property and the property owners' planned maintenance and improvement
programs. Standard features of the contracts include:
• the County Tax Assessor assesses the historic property's value using a "Capitalization of
Income" method. This assessment method can often result in significant property tax
savings, particularly for properties acquired in the 1980s or 1990s. If the contract is
canceled, the assessment is gradually increased to market value basis over the remaining
contract term.
Staff Report
Page 2
• The property owner must promise to preserve the building and to use the tax savings to
maintain and/or improve the historic building to enhance its historical value, exterior
appearance, structural condition,or longevity.
• The contract is recorded, and is binding on subsequent owners, heirs, or assigns until the
agreement is canceled. There is a significant financial penalty for breach of the historic
contract.
• Mills Act Contracts have a minimum 10-year term. The agreement is self-renewing annually
for additional one-year terms, so there is always 10 years. remaining on the contract until
the owner or City decides not to renew the contract. Once written notice of non-renewal is
given, the contract will remain in effect for the balance of the term remaining since the
original contract execution or the last renewal date, as the case may be. The agreement
may be amended by mutual consent of the City and property owner.
• Building changes are possible under the contract; however changes must comply with all
City requirements and with the Secretary of the Interior's Standards for Historic Preservation
Projects, with the guiding objective being the preservation of the building's original historical
character and significance.
CONCURRENCES
The City Attorney has review the draft contracts and approved them as to form.
FISCAL EM PACT
Approval of the agreement will not have any significant fiscal impact.
Attachments:
-Sample Draft Council Resolution and Mills Act Contract
-Council Resolution No. 8589 (1996 Series)
Council Reading File: Mills Act Contracts
jh/L:MWsActCon.rpt
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S�MPI�.
RESOLUTION NO. (1997 Series)
APPROVING AN HISTORIC PROPERTY PRESERVATION AGREEMENT
BETWEEN THE CITY COUNCIL OF THE CITY OF SAN LUIS OBISPO,IN THE
COUNTY OF SAN LUIS OBISPO,STATE OF CALIFORNIA,AND ROBERT J.AND
JO-ANN SCHRAGE, OWNERS OF A DESIGNATED HISTORIC RESOURCE AT
1167 MARSH STREET,IN SAN LUIS OBISPO.
WHEREAS, the City Council of the City of San Luis Obispo is authorized by California
Government Code Section 50280 et seq. (Known as "the Mills Act") to enter into contracts with
the owners of qualified historical properties to provide for appropriate use, maintenance, and
rehabilitation such that these historic properties retain their historic characteristics; and
WHEREAS, the City Council has adopted Resolution No. 8589 (1996 Series),
establishing a pilot program to implement General Plan policies and to encourage the
preservation, restoration and maintenance of historic properties through the Mills Act Program;
and
WHEREAS, the owners possess fee title in and to that certain qualified real property,
together with associated structures and improvements thereon, located on Assessor's Parcel
Number 02-445-09, located at 1167 Marsh Street, San Luis Obispo, California -93401, also
described as The Graves Residence (Hereinafter referred to as the "historic property"); and
WHEREAS,the City Council of the City of San Luis Obispo has designated this property
as an historic resource of the City of San Luis Obispo pursuant to the policies in the City's
Historic Preservation Program Guidelines; and
WHEREAS, the City and owners, for their mutual benefit, now desire to enter into this
agreement to limit the use of the property to prevent inappropriate alterations and to ensure that
character-defining features are preserved and maintained in an exemplary manner, and repairs
and/or improvements are completed as necessary to cant' out the purposes of California
Government Code, Chapter 1, Part 5 of Division 1 of Title 5, Article 12, Sec. 50280 et seq., and
to qualify for an assessment of valuation pursuant to Article 1.9, Sec. 439 et. sea. of the Revenue
and Taxation Code.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of San Luis
Obispo as follows:
SECTION 1. Historic Preservation Agreement approved. The City Council hereby approves
the attached historic preservation agreement between the City of San Luis Obispo and the
owners.
SECTION 2. Mayor Authorized to Sign Agreement for City. The City Council hereby
authorizes the Mayor to execute said agreement on behalf of the Council of the
City of San Luis Obispo.
L��-3
Council Resolution No. (1997 Series)
Page 2
SECTION 3. Environmental Determination. The City Council has determined that this
historic preservation agreement is not a project, as defined by Section 15378 of the California
Environmental Quality Act and is exempt from environmental review.
SECTION 4. Recordation of the Agreement. No later than twenty(20)days after the parties
execute and enter into said agreement,the City Clerk shall cause this agreement to be recorded in
the Office of the County Recorder of the County of San Luis Obispo.
Upon motion of ,seconded by and on the following roll
call vote:
AYES:
NOES:
ABSENT:
The foregoing Resolution was adopted this , 1997.
Mayor Allen K. Settle
ATTEST:
Bonnie Gawf, City Clerk
APPROVED:
Jeffrey Jorgensen, City Attorney
LIE
HISTORIC PROPERTY PRESERVATION AGREEMENT BETWEEN THE CITY OF
SAN LUIS OBISPO AND THE OWNERS OF HISTORIC PROPERTY LOCATED AT
1167 MARSH STREET, IN THE CITY,AND THE COUNTY OF SAN LUIS OBISPO,
STATE OF CALIFORNIA.
THIS AGREEMENT is made and entered into this_day of , 1997,by and
between the City of San Luis Obispo, a municipal corporation(hereinafter referred to as the
"City"), and Robert J. and Jo-Ann Schrage(hereinafter referred to as "Owners"), and collectively
referred to as the "parties."
Section 1. Description of Preservation Measures. The Owners,their heirs or assigns hereby
agree to undertake and complete, at their expense,the preservation, maintenance and
improvement measures described in Exhibit"A",attached hereto.
Section 2. Effective Date and Term of Agreement. This agreement shall be effective and
commence upon recordation, and shall remain in effect for an initial term of ten(10)years
thereafter. Each year upon the anniversary of the agreement's effective date, such initial term
will automatically be extended as provided in California Government Code Section 50280
through 50290 and in Section 3,below.
Section 3. Agreement Renewal and Non-renewal.
A. Each year on the anniversary of the effective date of this agreement(hereinafter referred
to as"annual renewal date"), a year shall automatically be added to the initial term of this
agreement unless written notice of nonrenewal is served as provided herein.
B. If the Owners or the City desire in any year not to renew the agreement,the Owners or
the City shall serve written notice of nonrenewal of the agreement on the other party.
Unless such notice is served by the Owners to the City at least ninety(90) days prior to
the annual renewal date, or served by the City to the Owners at least sixty(60)days prior
to the annual renewal date,one (1)year shall automatically be added to the term of the
agreement as provided herein.
C. The Owners may make a written protest of the notice. The City may,at any time prior to
the annual renewal date, withdraw its notice to the Owners of nonrenewal.
D. If either the City or the Owners serves notice to the other party of nonrenewal in any year,
the agreement shall remain in effect for the balance of the term then remaining.
Section 4. Standards and Conditions. During the term of this agreement,the historic property
shall be subject to the following conditions:
A. Owners agree to preserve,maintain, and,where necessary,restore or rehabilitate the
property and its character-defining features, including: the building's general
architectural form, style,materials, design, scale,proportions, organization of windows,
�a27
Historic Property Agreement
Page 2
doors,and other openings; interior architectural elements that are integral to the
building's historic character or significance; exterior materials, coatings,textures, details,
mass,roof line,porch and other aspects of the appearance of the building's exterior, as
described in Exhibit B,to the satisfaction of the Community Development Director or his
designee.
B. If the building's interior closely relates to the property's eligibility as a qualified historic
property,the Owners agree to allow pre-arranged tours on a limited basis,to the approval
of the Community Development Director or his designee.
C. All building changes shall comply with applicable City specific plans, City regulations
and guidelines, and conform to the rules and regulations of the Office of Historic
Preservation of the California Department of Parks and Recreation,namely the U.S.
Secretary of the Interior's Standards for Rehabilitation and Standards and Guidelines for
Historic Preservation Projects. Interior remodeling shall retain original, character-
defining architectural features such as oak and mahogany details, pillars and arches,
special tilework or architectural ornamentation,to the greatest extent possible.
D. The Community Development Director shall be notified by the Owners of changes to
character-defining exterior features prior to their execution, such as major landscaping
projects and tree removals, exterior door or window replacement,repainting,remodeling,
or other exterior alterations requiring a building permit. The Owners agree to secure all
necessary City approvals and/or permits prior to commencing work.
E. Owners agree that property tax savings resulting from this agreement shall be used for
property maintenance and improvements as described in Exhibit A.
F. The following are prohibited: demolition or partial demolition of the historic building or
accessory buildings; exterior alterations or additions not in keeping with the standards
listed above; dilapidated, deteriorating or unrepaired structures such as fences, roofs,
doors,walls, windows; outdoor storage of junk,trash, debris,appliances, or furniture
visible from a public way; or any device, decoration, structure or vegetation which is
unsightly due to lack of maintenance or because such feature adversely affects, or is .
visually incompatible with,the property's recognized historic character, significance and
design, as determined by the Community Development Director.
G. Owners shall allow reasonable periodic examination, by prior appointment, of the interior
and exterior of the historic property by representatives of the County Assessor,the State
Department of Parks and Recreation, the State Board of Equalization, and the City, as
may be necessary to determine the owners' compliance with the terms and provisions of
this agreement.
C��
Historic Property Agreement
Page 3
Section 5. Furnishing of Information. The Owners hereby agree to furnish any and all
information requested by the City which may be necessary or advisable to determine compliance
with the terms and provisions of this agreement.
Section 6. Cancellation.
A. The City,following a duly noticed public hearing by the City Council as set forth in
Government Code Section 50285,may cancel this agreement if it determines that the
Owners have breached any of the conditions of this agreement or have allowed the
property to deteriorate to the point that it no longer meets the standards for a qualified
historic property; or if the City determines that the Owners have failed to preserve,
maintain or rehabilitate the property in the manner specified in Section 4 of this
agreement. If a contract is canceled because of failure of the Owners to preserve,
maintain, and rehabilitate the historic property as specified above, the Owners shall pay a
cancellation fee to the State Controller as set forth in Government Code Section 50286,
which states that the fee shall be 12 1/2%of the full value of the property at the time of
cancellation without regard to any restriction imposed with this agreement.
B. If the historic property is acquired by eminent domain and the City Council determines
that the acquisition frustrates the purpose of the agreement, the agreement shall be
canceled and no fee imposed, as specified in Government Code Section 50288.
Section 7. Enforcement of Agreement.
A. In lieu of and/or in addition to any provisions to cancel the agreement as referenced
herein, the City may specifically enforce, or enjoin the breach of,the terms of the
agreement. In the event of a default,the City shall give written notice of violation to the
Owners by registered or certified mail addressed to the address stated in this agreement.
If such a violation is not convected to the reasonable satisfaction of the Community
Development Director or designee within thirty (30) days thereafter; or if not corrected
within such a reasonable time as may be required to cure the breach or default of said
breach; or if the default cannot be cured within thirty(30)days (provided that acts to cure
the breach or default may be commenced within thirty (30)days and shall thereafter be
diligently pursued to completion by the Owners);then the City may, without further
notice, declare a default under the terms of this agreement and may bring any action
necessary to specifically enforce the obligations of the Owners growing out of the terms
of this agreement, apply to any court, state or federal,for injunctive relief against any
violation by the Owners, or apply for such relief as may be appropriate.
r
Historic Property Agreement
Page 4
B. The City does not waive any claim of default by the Owners if the City does not enforce
or cancel this agreement. All other remedies at law or in equity which are not otherwise
provided for in this agreement or in the City's regulations governing historic properties
are available to the City to pursue in the event that there is a breach or default under this
agreement. No waiver by the City of any breach or default under this agreement shall be
deemed to be a waiver of any other subsequent breach thereof or default herein under.
C. By mutual agreement, City and Owners may enter into mediation or binding arbitration to
resolve disputes or grievances growing out of this contract.
Section 8. Binding Effect of Agreement. The Owners hereby subject the historic property
located at 1167 Marsh Street, San Luis Obispo, California,to the covenants, reservations, and
restrictions as set forth in this agreement. The City and Owners hereby declare their specific
intent that the covenants,reservations, and restrictions as set forth herein shall be deemed
covenants running with the land and shall pass to and be binding upon the Owners' successors
and assigns in title or interest to the historic property. Every contract, deed, or other instrument
hereinafter executed,covering or conveying the historic property or any portion thereof, shall
conclusively be held to have been executed,delivered, and accepted subject to the covenants,
reservations,and restrictions expressed in this agreement regardless of whether such covenants,
restrictions, and reservations are set forth in such contract, deed, or other instrument.
Section 9. Notice. Any notice required by the terms of this agreement shall be sent to the
address of the respective parties as specified below or at other addresses that may be later
specified by the parties hereto.
To City: Community Development Director
City of San Luis Obispo
990 Palm Street
San Luis Obispo, CA 93401
To Owners: Robert J. and Jo-Ann Schrage
1167 Marsh Street
San Luis Obispo, CA 93401
Section 10. General Provisions.
A. None of the terms,provisions, or conditions of this agreement shall be deemed to create a
partnership between the parties hereto and any of their heirs, successors or assigns,nor
shall such terms,provisions, or conditions cause them to be considered joint ventures or
members of any joint enterprise.
Historic Property Agreement
Page 5
B. The Owners agree to hold the City and its elected and appointed officials,officers,
agents, and employees harmless from liability for damage, or from claims for damage for
personal injuries,including death, and claims for property damage which may arise from
the direct or indirect use or activities of the Owners, or from those of their contractor,
subcontractor,agent,employee or other person acting on the Owners' behalf which
relates to the use, operation,maintenance, or improvement of the historic property. The
Owners hereby agree to and shall defend the City and its elected and appointed officials,
officers,agents, and employees with respect to any and all claims or actions for damages
caused by, or alleged to have been cause by,reason of the Owners' activities in
connection with the historic property, excepting however any such claims or actions
which are the result of the sole negligence or willful misconduct of City, its officers,
agents or employees.
C. This hold harmless provision applies to all damages and claims for damages suffered, or
alleged to have been suffered, and costs of defense incurred,by reason of the operations
referred to in this agreement regardless of whether or not the City prepared, supplied, or
approved the plans, specifications or other documents for the historic property.
D. All of the agreements, rights,covenants,reservations, and restrictions contained in this
agreement shall be binding upon and shall inure to the benefit of the parties herein,their
heirs, successors, legal representatives,assigns, and all persons acquiring any part or
portion of the historic property,whether by operation of law or in any manner
whatsoever.
E. In the event legal proceedings are brought by any party or parties to enforce or restrain a
violation of any of the covenants, reservations, or restrictions contained herein, or to
determine the rights and duties of any party hereunder,the prevailing party in such
proceeding may recover all reasonable attorney's fees to be fixed by the court,in addition
to court costs and other relief ordered by the court.
F. In the event that any of the provisions of this agreement are held to be unenforceable or
invalid by any court of competent jurisdiction, or by subsequent preemptive legislation,
the validity and enforceability of the remaining provisions, or portions thereof, shall not
be affected thereby.
G. This agreement shall be construed and governed in accordance with the laws of the State
of California.
Section 11. Amendments. This agreement may be amended, in whole or in part, only by a
written recorded instrument executed by the parties hereto.
Historic Property Agreement
Page 6
Section 12.. Recordation and Fees. No later than twenty (20)days after the parties execute and
enter into this agreement,the City shall cause this agreement to be recorded in the office of the
County Recorder of the County of San Luis Obispo. Participation in the program shall be at no
cost to the Owners; however the City may charge reasonable and necessary fees to recover direct
costs of executing, recording,and administering the historical property contracts.
IN WITNESS WHEREOF,the city and owners have executed this agreement on the day
and year written above.
CITY OF SAN LUIS OBISPO
Allen K. Settle,Mayor Date
OWNERS
Rob rt J. Schrage Date
�Ca✓ 7-/ d'- ? 7
JoAnn Schrage Date
STATE OF CALIFORNIA )
) ss.
COUNTY OF SAN LUIS OBISPO )
On this day of . 1997, before me,the undersigned, a Notary Public in and
for said State,personally appeared . known to me to be the mayor of
the City of San Luis Obispo, a municipal corporation existing and organized under the laws of
the State of California.
Witness my hand and official seal.
S � AMERICA
}
STATE OF CALIFORNIA }ss.
COUNTY OF�n Lu i s 010 ISOO }
On �JI before me, �
1 G `
personally appeared &bfe* -T5Gh �Qa-e �' n rr�
personaliv known to me
(or proved to me on the basis of satisfactory evidence) to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same
in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the
person(s) or the entity upon behalf of which the person(s) acted, executed the instrument.
WITNESS my hand and official seal.
Signature ( "
(This area for official notarial seal)
Title of Document
Date of Document ( A No. of ages �
Other signatures not acknowledged
3ooe(1/94) (General)
First American Title Insurance Company
Exhibit A
MAINTENANCE AND IMPROVEMENT MEASURES FOR PROPERTY LOCATED AT
1167 MARSH STREET, SAN LUIS OBISPO,CALIFORNIA.
1. Owners shall preserve,maintain, and repair the historic building, including its character-
defining architectural features in good condition, to the satisfaction of the Community
Development Director or designee,pursuant to a Mills Act Preservation Contract with the
City of San Luis Obispo for property located at 1167 Marsh Street. Character-defining
features shall include, but are not limited to:roof,eaves, dormers,trim,porches, walls and
siding, architectural detailing, doors and windows,window screens and shutters,balustrades
and railings, foundations, and surface treatments.
2. Owners agree to implement the following maintenance program and make the following
improvements and/or repairs during the term of this contract,but in no case later than ten
years from the date of recording the contract with the County Recorder. All changes or
repairs shall be consistent with the City's Historic Preservation Program Guidelines and the
Secretary of the Interior's Standards for Historic Preservation Projects:
a. Paint front trim and doors,including garage and breezeway, within two years of
recording the contract;
b. Repair roof and flashing around chimney, within three years of recording the contract;
c. Repair gutters, within two years of recording the contract;
d. Repair brickwork/grouting on front building elevation, within four years of recording
the contract;
e. Repair and/or upgrade electrical system, within four years of recording the contract;
f. Repaint all exterior stucco and trim, and recaulk windows,within six years of
recording the contract;
g. Replace rear basement door with original style door to basement,within eight years of
recording the contract;
h. Replace original roof,within ten years of recording the contract.
3. Property shall be maintained in accordance with Zoning Regulations and with the City's
Property Maintenance Standards.
OWNERS
Rob J. Schra a Date
Jo-Ann Schrage Date
jh/L:millsactl0.con
EXHBIT B ----
HABS_ HAER NR
UTh1: A
10/71=/39066ICFSHL Loc___
HISTORIC RESOURCES INVENTORY C D
IDENTIFICATION
1. Common name:
2. Historic name: Graves Residence
3. Street or rural address: 1167 Marsh Street
Cit% San Luis Obisoo Zip 93401 County San Luis Obispo
4. Parcel number: 02-445-09
S. Present Owner: Graves, B.H. Address: 1167 Marsh
City San Luis Obispo Zip 93401 Ownership is: Public Private X
6. Present Use: Residential Original use: Residential-
DESCRIPTION
esidentialDESCRIPTION
7a. Architectural style: Swiss Alpine/Period Revival
7b. Briefly describe the present physical description of the site or structure and describe any major alterations from its
original condition:
This rectangular one story wood frame structure is built on a raised
foundation. The high gabled roof has a louvred ventilator in one gable
and the garage gable faces adjoining business buildings. The roof is
composition shingles. The projecting roof edge has a 2x4 trim. The outside
finish is stucco. The windows are rectangular. The large front window has
a small shed overhang and has three panels with leaded diamond panes. The
side window is smaller. Two panels are leaded diamond panes also. The door
is around the corner froarfrontsurface. Door is slightly recessed with
2x6 panels, and has plain molding top and bottom. The area in front of
building is bricked sidewalk. There is a chimney and a breezeway between
the house and garage.
Construction date:
Estimated Factual 1929
9. Architect Unknown
w
e
10. Builder ='laino Construction
11. Approx. property size (in feet)
Frontage 50' Depth 70 '
w' or approx. acreage
12. Datb(s) of enclosgc�gr�otogr=h(s)
ecember
DPR 523 (Rev.4i79) ����3
13. Condition: Excellent-X Good Fair_ Deteriorated _ No longer in existence
14. Alterations:
15. Surroundings: (Check more than one if necessary) Open land _Scattered buildings Y Densely built-up
Residential X Industrial Commercial X Other:
16. Threats to site: None known X Private development_ Zoning _ Vandalism
Public Works project Other:
17. Is the structure: On its original site?Yes Moved? Unknown?
18. Related features:
SIGNIFICANCE
19. Briefly state historical and/or architectural importance (include dates,events,and persons associated with the site.)
This stately building was probably constructed in the late 1920's or
1930's during an era when the Tudor Revival style became fashionable for
affluent residents of San Luis Obispo. Period Tudor Revival styles were
in part attempts to emulate medieval English cottages. These designs
offered a sense of escapism during the Great Depression for those who
could afford picturesque designs for their habitats. Many such homes
constructed in San Luis Obispo during this era were the residences of
Cal Poly faculty and administrators. This particular house, however,
was constructed for Lester H. Graves, an automobile distributor. Built
in 1929-30, the 28 x 34' frame and stucco residence cost approximately
$4000.
Locational sketch map (draw and label site and
surrounding streets,roads, and prominent landmarks):
20. Main theme of the historic resource: (if more than one is NORTH
checked, number in order of importance.)
Architecture 1 Arts& Leisure
Economic/Industrial —Exploration/Settlement
Government Military
Religion Social/Education
21. Sources (List books,documents, surveys, personal interviews
and their dates).
E"
22 Date form prepared June 30, 1983
By (name) Historic RL—q— Ctn spy Bra f
Organization r'i*Ir of can T mi a nRi ann
Address: p_n_ RnY 191
City Gan Tmi a Obi apo Zip 93401
Phone: flanSl Shc—1 nnn
RESOLUTION NO. 8589 (1996 SERIES)
A RESOLUTION OF THE COUNCIL OF TIE CITY OF SAN LUIS OBISPO
ESTABLISHING A HISTORIC PROPERTY TAX INCENTIVE PROGRAM AND
AUTHORIZING THE MAYOR TO INITIATE THE PROGRAM WITH THE COUNTY
OF SAN LUIS OBISPO.
WHEREAS, Article 1.9 of the California Revenue and Taxation Code provides for the
differential property tax assessment of certain enforceably restricted properties to encourage
historic restoration and preservation; and
WHEREAS, the City's General Plan policies encourage the use of tax incentives and
other means to encourage property owners to protect, restore and preserve historic buildings;
and
WHEREAS, tax incentives for qualifying historic properties benefit the entire
community and improve the City's appearance by encouraging the preservation and restoration
of heritage buildings, fostering pride and reinvestment in neighborhoods, and by defraying a
portion of the costs of restoring and maintaining historic structures; and
WHEREAS, the City's Cultural Heritage Committee has considered the potential costs
and benefits of a property tax incentive program, and has recommended the establishment of
such a program pursuant to State law; and
WHEREAS, this City Council has considered the Committee's recommendation and
desires to establish a tax incentive program in the City of San Luis Obispo, based on the
findings herein described;
NOW THEREFORE BE IT RESOLVED by the Council of the City of San Luis
Obispo as follows:
SECTION 1. Findings. The Council finds the following:
1. The proposed Historic Property Tax Incentive Program is consistent with the
General Plan, and will implement policies therein calling for the protection,
restoration, preservation and maintenance of historically significant strictures;
and
2. The proposed program will benefit the Public by enhancing the Community's
appearance and preserving historically significant buildings which help describe
and document the Community's heritage; and
3. Adoption of the proposed Program is exempt from environmental review under
the City's Environmental Guidelines and under Section 15308 of the California
Environmental Quality Act.
Council Resolution No. 8589 (1996 Series)
Page 2
SECTION 2. Historic Property Tax Incentive Program Established. The Council hereby
establishes a pilot tax incentive program known as the "Historic Property Tax Incentive
Program", to be administered by the Community Development Director, on advice and
recommendation of the Cultural Heritage Committee, subject to State Law and the
following local requirements.
1. The purpose of the pilot program is to encourage the restoration, preservation
and upkeep of historic structures in the City of San Luis Obispo, including both
residential and commercial properties, and to allow the City to evaluate the
program prior to establishing an on-going program.
2. Participating properties may be located anywhere in the City. Only those
properties listed in the "Master List of Historic Resources", or those added to
the Master List by City Council action, shall be eligible to participate in the tax
incentive program.
3. To qualify for the program, owners of eligible properties must enter into a
"Mills Act" contract with the City of San Luis Obispo. The City Council shall
review, and where appropriate, authorize the Mayor to execute such contracts,
subject to the City's Historic Preservation Program goals, policies and
preservation guidelines, and subject to the requirements of State law.
4. Mills Act contracts shall include performance standards and/or descriptions of
the maintenance, restoration or repairs to be done by the property owner using
the expected property tax savings. Restoration and preservation activities shall
promote the City's Historic Preservation Program goals and principles.
5. The pilot program shall commence upon the date of execution of the first"Mills
Act" contract, and shall continue for one year. During the pilot program, up to
15 contracts may be executed the City Council. After one year of program
operation, the Council shall hold a public hearing to review the program to
determine its effectiveness and to decide whether to continue the program. A
program status report shall be presented to Council on or about their fust
regular meeting in October, 1997.
6. Upon program review, the Council may amend or terminate the program by
resolution, after holding a public hearing and providing appropriate public and
property owner notice as required by law. Executed Mills Act contracts shall
remain in effect for the minimum term of 10 years, as provided by state law.
7. The Community Development Director shall establish application and review procedures to
administer the program. Participation in the program is optional, and shall be at no cost to
6J-//
Council Resolution No. 8589 (1996 Series)
Page 3
SECTION 3. Authorization to Initiate the Program. The Mayor is hereby authorized to send
a letter to the County of San Luis Obispo to initiate the program.
On motion of Vice Mayor Williams , seconded by Council Member Roalmanand on the
following roll call vote:
AYES: Council Members Williams, Roalman, Romero and Mayor Settle
NOES: None
ABSENT: Council Member Smith (not participating)
the foregoing Resolution was passed and adopted this 1st day of October, 1996.
Mayor Allen Settle
ATTEST:
ity Clerk nnie . Ga&
APPROVED:
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