HomeMy WebLinkAbout01/16/1990, C-4 - APPROVAL OF APPLICATIONS FOR FUNDING ASSISTANCE UNDER THE CITY'S HISTORICAL PRESERVATION FINANCIAL ����h��RN�INlllllllulI�III� MEETING SATE :
U` CI O1" Sdi r LUIS OBI S130
COUNCIL AGENDA REPORT ITEM NUMBER:
FROM: Randy Rossi, Interim Community Development Director
BY: Terry Sanville, Principal Planner-6
SUBJECT: Approval of Applications for Funding Assistance Under the City's Historical
Preservation Financial Assistance Program.
CAO RECOMMENDATION:
1. Adopt a resolution providing funding support for restoration projects at 531
Dana Street ($16,790) and at 665 Buchon Street ($3,500).
2. Direct staff to amend the Historical Preservation Financial Assistance
Program guidelines to allow for the submittal and processing of applications
throughout the year.
BACKGROUND
In August, 1989 the Community Development Department mailed notices to the owners
of historical properties advertising the city's rehabilitation assistance program. The sixty-
day application period extended from September 1 to November 1.
The Community Development Department has received two applications for financial
assistance -- requesting a total of approximately $20,300 in city financial support.
Consistent with adopted program guidelines, the city would provide collateral to the Bank
of America in return for the bank providing below-market loans to eligible applicants.
On December 7, 1989, the Cultural Heritage Committee reviewed the two applications
and recommends that the City Council approve the requests for funding support as
submitted. The CHC also recommended a condition of approval for each application
(see attached resolution).
SIGNIIFICANT IMPACTS
The city's current fund balance for this program at the Bank of America exceeds $50,000.
If both of the current applications are supported by the council and the Bank of America
approves the loans, the city's account would have a balance exceeding $30,000.
The city's funds are used as collateral to support loans provided by the Bank of America.
As the loans are paid off, the city's money is also paid back into an interest-bearing
account. The payback period for the loans is expected to be 15 years.
CONSEQUENCES OF NOT TAKING AN ACTION
The two applicants would not receive funding support from the city and the restoration
work might not be pursued.
li���ii►�►►a�iIIIIIillin ��plll city Of San 1L,,__o OBISp0
COUNCIL AGENDA REPORT
Page 2 -- Historical Preservation Loan Program
EVALUATION
The following paragraphs present and evaluate each of the two assistance applications.
1. 531 Dana Street
Applicant: Betty M. Holt i
Type of Property: Single family house
Historical Significance: Contributing Property
Summary of Proposed Restoration Work: Jack up and level existing one-story
residence; install concrete perimeter foundation with interior concrete piers to
replace existing wood foundation; replace existing wood siding at the cripple wall
to match existing siding and paint to match.
Project Eligibility: The property is eligible for the city's program because it is a
contributing property within an Historic District. The proposed foundation work
is a first priority activity as described by the city's program guidelines.
Funding Support Requested: $16,790
Comments: This project is similar to others previously funded by the city's
financial assistance program. According the owner, the house was originally
located across Dana Street and was moved to its current site when the mansion
at 550 Dana (see attached map) was constructed.
Within the past ten years, the house has been painted and a new roof installed.
The owner may repaint the house as part of this project. The proposed
foundation work would also include replacement of some of the floor joists and
sub-floor materials that have been damaged by termites and dry rot. New siding
at the cripple wall would be installed and would match existing siding on the rest
of the house. The attached elevations show this detail as well as the types of
vents that would be used in the foundation. No other changes to the exterior of
the house are proposed as part of this application.
Suggested Conditions of City Approval: The replacement siding at the cripple
wall shall match that used on the rest of the residence.
2. 665 Buchon Street
I
Applicant: Stephen A. McGrath
Type of Property: Single Family House
city of sa. _uis osispo
COUNCIL AGENDA REPORT
Page 3 -- Historical Preservation Loan Program
Historical Significance: Contributing Property
Summary of Proposed Restoration Work: replace dry-rotted wooden window, sash
and frames with new dual-glazed wood windows manufactured by Marvin (see
attached specifications). (Additional.information being prepared.)
Funding Support Requested: $3,500
Project Eligibility: The property is eligible for the city's program because it is a
contributing property within an Historic District. The proposed replacement of
windows is a second priority activity as described by the city's program guidelines. I
Comments: Last year, the city provide financial assistance to Mr. McGrath to
replace the foundation of the house at 665 Buchon Street. This work has been
completed. The city's program guidelines do not limit a property owner from
making multiple applications for city financial assistance.
The city is currently paying service fees to Bank of America for a loan of $4,500
to be paid back in five years (beginning last year). The city agreed to fully
support this loan because the Bank of America would not provide a loan under
the collerteralized loan or interest subsidy program — due to inadequacies in Mr.
i
McGrath's credit history or his income statements. In the attached letter, Mr.
McGrath has identified a number of funding options.
The proposed window replacement work is consistent with the city guidelines --
as far as eligible activities are concerned. The CHC may want to review the
design of the proposed windows and suggest alternatives if the design is not
acceptable.
Suggested Conditions of City Approval: The replacement windows and sash work
should match as closely as possible the existing windows and sash work.
ACTION ALTERNATIVES
The City Council should consider the CHCS recommendations and the application
materials and should take one of the following actions:
1. Support the applications as submitted or amended with conditions as suggested
by the CHC and staff.
I
2. Continue the discussion of the applications and request additional information
from the applicants or staff.
67- Ll
-3
I��hi���hlm►Illilill l° �nllll MY Of San LtA., OBI SPP
COUNCIL AGENDA REPORT
Page 4 -- Historical Preservation Loan Program
3. Recommend denial of one or both of the applications and identify reasons for
denial.
FOLLOWUP DISCUSSION/ACTION
This year the city received only two applications for assistance. This lack of participation
may indicate that there is limited public interest, the city's program is not attractive
enough for home owners, the "applicant pool" is more limited than first thought, or the
timing of the city's program doesn't fit with the plans of individual property owners.
Concerning this last point, throughout the year the staff receives calls from people who
are interested in the program but may be put off because the application period is
months away. To address this last point while not radically changing the intent of the
program, staff suggests that the city establish an on- line program where applications
would be processed through the city and the Bank of America as they are received.
Applications could be approved on a first-come-fust-serve basis so long as the city funds
hold out. The CHC and staff recommends that because of the remaining balance of
funds available, that the program be readvertised and that applications be processed on
a first-come-first serve basis.
i
By minute action, the City Council should direct staff to amend the Historical
Preservation Financial Assistance Program guidelines to allow for the submittal and
processing of applications throughout the year.
RECOMMENDATION
1. The City Council should adopt the attached resolution providing funding support for
restoration projects at 531 Dana Street ($16,790) and at 665 Buchon Street ($3,500).
2. The City Council should direct staff to amend the Historical Preservation Financial
Assistance Program guidelines to allow for the submittal and processing of applications
throughout the year.
Attachments
City Council Resolution Approving Requests for financial support.
Application Materials
I
RESOLUTION NO. (1990 SERIFS)
A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO
AUTHORIZING FINANCIAL SUPPORT FOR THE RESTORATION OF HISTORIC
HOUSES AT 531 DANA STREET AND 665 BUCHON STREET
WHEREAS, the City of San Luis Obispo in cooperation with the Bank of America
has established a program to provide financial support to owners of historic residential
properties who wish to rehabilitate their properties; and
WHEREAS, the City established an application period of September 1, 1989 to
October 31, 1989 for property owners to submit applications for financial support; and
WHEREAS, the City Community Development Department received two
applications involving proposals to restore a single family houses at 531 Dana Street (new
foundation) and a single family home at 665 Buchon (new wooden windows); and
WHEREAS, the Cultural Heritage Committee (CHC) has reviewed each
application for financial support and has recommended that the City Council approve
each request as submitted and subject to specific conditions of approval.
NOW THEREFORE BE IT RESOLVED by the Council of the City of San Luis
Obispo as follows:
1. The following requests for city financial support are hereby approved subject to the
conditions stated below:
A. 531 Dana Street. Betty M. Holt. Applicant. Financial support for the
construction of a new foundation and related improvements to the floor system
and exterior siding.
Maximum City Support: $16,790
Condition of Support: The replacement siding at the cripple wall shall match that
used on the rest of the residence.
B. 665 Buchon Street. Stephen A. McGrath Mplicant Financial support for the
replacement of 18 windows with new wooden double-glazed windows manufactured
by Marvin.
Maximum City Support: $3,500
Condition of Support: The replacement windows and sash work shall match as
closely as possible the existing windows and sash work.
2 The subject restoration work affecting property at 531 Dana Street and 665 Buchon
Street and the requests for financial assistance are consistent with city-adopted Historical
Preservation Financial Assistance Guidelines (September 1989)
L •
Page 2: Resolution (1990 Series)
3. The city's action to support these two applications in no way obligates the
Bank of America to approve below-market loans for these applicants.
On motion of , seconded by and
on the following roll call vote:
AYES:
NOES:
ABSENT:
the foregoing Resolution was passed and adopted this day of November, 1989.
Mayor Ron Dunin
ATTEST:
Pam Voges, City Clerk
APPROVED:
John City Administrative Officer
orn y
Randy Ross, Interim Communty
Development Director
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�iilllll�����llll I II�Ilillll�lll��l ` APPENDIX B
j City OSan Luis OBISPO
Community Development Department; P.O. Box 8100, San Luis Obispo, CA 93403-8100
HISTORICAL PRESERVATION LOAN PROGRAM
APPLICATION FOR ASSISTANCE
Property Owner Information:
Property Owner: 13F—TTY /-1. BOL 1-
Owner's
Owner's Phone:
Owner's Authorized Representative: 47WIA 901-7' ee HE/z; /
Representative's Phone: 543-50/0
Property Information:
Property Address: 5r
Assessor's Parcel Number: 402 - 6/ - Ofd
This structure is:
[ ] A residential building included on the official''Master List of Historical Resources"as code number
[�] Listed as a "contributing"residential building within a Historical Preservation District.
Construction Information:
Attach the following information: 1) Schematic Site Plan; 2) Itemized Materials Cost Estimate;
3) Proof of Ownership: 4) Other Materials (See program guidelines).
Describe the work to be done: JACK.UP 4EVEL EXJST/AVG ONE 57,-2e)' r F/}M' eE5/OENG67
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Total Nlaterials Cost for the Project:S '56E T 9EN
Amount of Financial Support Requested:S
DECLkRATIONS
I realize that final loan approval is awarded by the bank.based on their qualification standards.
The information presented here is true and accurate.
Signed Date
CITY USE ONLY
CHC Approval:
ARC Approyal:
Bank Approval:
Buildine Permit number:
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P. 0. Box 326
SHANDON, CALIF. 93461
(805)239-0687
PROPOSAL SUBMITTED TO PHONE DATE
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STREET
'^ _ JOB NAME
CITY. STATE AND ZIP CODE JOB LOCATION
JOB PHONE
ARCHITECT DATE OF PLANS
WeTiereby submTscecificatlons aTtENs r— -
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Payment to be r'e as follows: f;
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All material is guaranteed to he.ash specified.All work to be completed in a workmanlike
manner according to standard practices. Any alteration or deviation from above specifics ADIhOTIZetl 1�� 7'�tt"4' //�L•�Z� /�.s./ >—{/f/�
tions involving extra costs will be executed only upon written orders• and will become an
extra charge over and above the estimate.All agreements contingent upon strikes.accidents
or delays beyond our control.Owner to carry fire,tornado and other necessary insurance. Note: This proposal may be
Our workers are fully covered by Workmen's Compensation Insurance. withdrawn by us d not accepted within ` -�? .days.
---------------
Arrrpiana of 11roposal—
The above pates. specifications
and conditions are satisfactory and are hereby accepted. You are authorized Signature
To do the work as specified.Payment will be made as outlined above.
Date of Acceptance:
Signature
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�i�f►Illllllllll��������ii�►��I� �I citAPPENDIX B
j y or San tuts OBlspo
- Community Development Department. P.O. Box 8100. San Luis Obispo, CA 93403-8100
HISTORICAL PRESERVATION LOAN PROGRAM
APPLICATION FOR ASSISTANCE
Property Owner Information:
Property Owner: Stephen A. McGrath
. — P"n^Pr-aAddress:_-=665. Buchon _Street. .
Owner's Phone: 544-5457
Owner's Authorized Representatives
Representative's Phone:
Property Information:
Property Address. 665 Buchon Street, San Luis Obispo, CA 93401
Assessor's Parcel Number: 03-532-05
This structure is:.T
[ ] A residential building included on the official "Master.List of Historical Resources"as code number
[ X] Listed as a"contributing"residential building within a Historical Preservation District.
Construction Information:
Attach the following information: 1)Schematic Site Plan 2) Itemized Materials Cost.Estimate;
3) Proof of Ownership; 4)Other Materials (See program guidelines).
Describe the work to be done: Replace of dry-rotted wooden windows, sash and frames
with nPw dual-Qla7Prl wood windows by Marvin- on 'rPs.i-dPnc-a at 665- Burhon.
Total Materials Cost for the Project:S 3,500 _
Amount of Financial Support Requested:S 3,500
i
DECLIRATIONS
I realize that final loan approval is awarded by the bank.based on their qualification standards.
The information presented here is true and accurate.
Signed Date
CITY USE ONLY
CHC Approval`
ARC Approval: _ -
Bank.Approval:
Building Permit number:
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665 Buchon : This Neo—Classic rovhouse has a broadly pitched
roof and plain cornice. The door and porch are recessed.
The porch roof is supported by squared classic columns and
surrounded by Wood railing.
-
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STEPHEN A. McGRATH'
General Building Contractor
665 Buchon
SAN LUIS OBISPO, CALIFORNIA 93401
(805) 544-5457 Lic. #500248
PROfOSAL SUBMITTED TO n PHON DATE
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STREET JOB NAME
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CITY,.STATE AND ZIP CODE � /vlf�w� � � JOB LOCATION5Wii ��
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ARCHITECT DATE Or PLANS JOB PHONE
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IVC 11ruposr hereby to furnish material fiber — complete in accordance with above specifications, for the sum of:
dollars ($
Payment to be made as follows: -
All material is guaranteed to be as specified. All work to be completed in a workmanlike
manner according to standard practices. Any alteration or deviation from above specdlca.
lions involving extra costs will be executed only upon written orders. and Authorized
will become an Signature -
extra charge over and above the estimate.Ali agreements contingent upon strikes,accidents r
or delays beyond our control.Owner to carry fire, tornado and other necessary insurance. Note:This prOpO sal may be. 1
Our workers are fully covered by workmen's Compensation Insurance. withdrawn by us it not aCCepled'within days.
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Armptanre of f rapasal —The above prices. specifications
and conditions are satisfactory and are hereby accepted. You are authorizedSignature
to do the work as specified. Payment will be made as outlined above.
Date.Of Acceptance: Signature.
STEPHEN A. MCGRATH
General Building Contractor
665
F!N LUIS OB SPOBuchon
CA 93402
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THE DOUBLE HUNG WINDOWS THAT BEND OVER
BACKWARDS TO PLEASE YOU.
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for easy cleaning. Sash are spring balanced for effortless opening and closing.
The E-Z Tilt is available in multiple units as well as in bay and picture window units.
Multiple wood units have continuous sill and top casing.
The sash is 13B"thick, with slot and tenoned corners for strength. The standard jamb
width is 4 9/16'.
It Weatherstripping at the header,check rail and bottom rail reduce air infiltration. Insulating
amass is standard
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bliea��eexr lirnum ngfoez-f-e—no-rarvt ueng �__------
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a�l
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Sash lock provides security
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Sash tilt into the room for Weatherstripping a
t the
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.1
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Standard insulating glass x
provides energy efficiency,
with Wherglazing opt ons
available. — —
Spring balanced hardware
makes opening and
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Optional factory-cured exterior 6n sh isavailable in
Bahama brown,pebble gray,while or medium bronze.
.H
Clad E-Z Tilts feature extruded s
For options.details,sizes aluminum claddrngfor {
}!' and energy information, durability and low exterior
see pages 56.59. maintenance
WOOD&CLAD
E-Z TILT DOUBLE HUNG.
11 I