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HomeMy WebLinkAbout2021-09-09 Historic Resources Board Agenda Packet_______________________ 1. Spokespersons that are representing a group of five or more people who are identified as present at the meeting at the time of the spokesperson’s presentation will be allowed up to fifteen (15) minutes at the discretion of the Chair, provided that the non-speaking members agree not to speak individually. 2. The Chair may limit Oral Communications to 30 minutes for all combined speakers. 3. The Chair may reduce the allowed time to speak to two minutes or less to accommodate a larger number of speakers. Historic Resources Board Regular Meeting Agenda: September 9, 2021 Virtual Meeting 8:30 AM https://zoom.us/join Meeting ID: 968 0019 7512 Phone number: 1 669 900 6833 ****BY VIRTUAL TELECONFERENCE ONLY*** Pursuant to the provisions of California Governor’s Executive Order N-29-20, issued on March 17, 2020, to prevent the spread of COVID-19, this meeting will be held by virtual teleconference only, with no physical location. The meeting will be broadcast live on Cable TV and Channel 26 of the Midpen Media Center at bit.ly/MidPenwatchnow. Members of the public may comment by sending an email to hrb@cityofpaloalto.org or by attending the Zoom virtual meeting to give live comments. Instructions for the Zoom meeting can be found on the last page of this agenda. Call to Order / Roll Call Oral Communications The public may speak to any item not on the agenda. Three (3) minutes per speaker.1,2 Agenda Changes, Additions, and Deletions The Chair or Board majority may modify the agenda order to improve meeting management. City Official Reports 1. Historic Resources Board Schedule of Meeting and Assignments 2. Official Report to Historic Resources Board Transmitting Documents Regarding Historic Preservation Program and Potential Retreat Topics Approval of Minutes Public Comment is Permitted. Three (3) minutes per speaker.1,3 3. Approval of Historic Resources Board Draft Minutes of June 24, 2021 _______________________ 1. Spokespersons that are representing a group of five or more people who are identified as present at the meeting at the time of the spokesperson’s presentation will be allowed up to fifteen (15) minutes at the discretion of the Chair, provided that the non-speaking members agree not to speak individually. 2. The Chair may limit Oral Communications to 30 minutes for all combined speakers. 3. The Chair may reduce the allowed time to speak to two minutes or less to accommodate a larger number of speakers. Board Member Questions, Comments or Announcements Adjournment _______________________ 1. Spokespersons that are representing a group of five or more people who are identified as present at the meeting at the time of the spokesperson’s presentation will be allowed up to fifteen (15) minutes at the discretion of the Chair, provided that the non-speaking members agree not to speak individually. 2. The Chair may limit Oral Communications to 30 minutes for all combined speakers. 3. The Chair may reduce the allowed time to speak to two minutes or less to accommodate a larger number of speakers. Palo Alto Historic Resources Board Boardmember Biographies, Present and Archived Agendas and Reports are available online: http://www.cityofpaloalto.org/gov/boards/architectural/default.asp. The HRB Boardmembers are: Chair Caroline Willis Vice Chair Christian Pease Boardmember David Bower Boardmember Gogo Heinrich Boardmember Michael Makinen Boardmember Margaret Wimmer Get Informed and Be Engaged! View online: http://midpenmedia.org/category/government/city-of-palo-alto/ or on Channel 26. Public comment is encouraged. Email the HRB at: hrb@cityofpaloalto.org. Material related to an item on this agenda submitted to the HRB after distribution of the agenda packet is available for public inspection at the address above. Americans with Disability Act (ADA) It is the policy of the City of Palo Alto to offer its public programs, services and meetings in a manner that is readily accessible to all. Persons with disabilities who require materials in an appropriate alternative format or who require auxiliary aids to access City meetings, programs, or services may contact the City’s ADA Coordinator at (650) 329-2550 (voice) or by emailing ada@cityofpaloalto.org. Requests for assistance or accommodations must be submitted at least 24 hours in advance of the meeting, program, or service. _______________________ 1. Spokespersons that are representing a group of five or more people who are identified as present at the meeting at the time of the spokesperson’s presentation will be allowed up to fifteen (15) minutes at the discretion of the Chair, provided that the non-speaking members agree not to speak individually. 2. The Chair may limit Oral Communications to 30 minutes for all combined speakers. 3. The Chair may reduce the allowed time to speak to two minutes or less to accommodate a larger number of speakers. Public Comment Instructions Members of the Public may provide public comments to teleconference meetings via email, teleconference, or by phone. 1. Written public comments may be submitted by email to hrb@CityofPaloAlto.org 2. Spoken public comments using a computer will be accepted through the teleconference meeting. To address the Board, click on the link below for the appropriate meeting to access a Zoom-based meeting. Please read the following instructions carefully. A. You may download the Zoom client or connect to the meeting in-browser. If using your browser, make sure you are using a current, up-to-date browser: Chrome 30+, Firefox 27+, Microsoft Edge 12+, Safari 7+. Certain functionality may be disabled in older browsers including Internet Explorer. B. You will be asked to enter an email address and name. We request that you identify yourself by name as this will be visible online and will be used to notify you that it is your turn to speak. C. When you wish to speak on an agenda item, click on “raise hand”. The moderator will activate and unmute attendees in turn. Speakers will be notified shortly before they are called to speak. The Zoom application will prompt you to unmute your microphone when it is your turn to speak. D. When called, please limit your remarks to the time limit allotted. E. A timer will be shown on the computer to help keep track of your comments. 3. Spoken public comments using a smart phone will be accepted through the teleconference meeting. To address the Council, download the Zoom application onto your phone from the Apple App Store or Google Play Store and enter the Meeting ID below. Please follow instructions B-E above. 4. Spoken public comments using a phone use the telephone number listed below. When you wish to speak on an agenda item hit *9 on your phone so we know that you wish to speak. You will be asked to provide your first and last name before addressing the Board. You will be advised how long you have to speak. When called please limit your remarks to the agenda item and time limit allotted. https://zoom.us/join Meeting ID: 968 0019 7512 Phone number: 1 669 900 6833 (you may need to exclude the initial “1” depending on your phone service) Historic Resources Board Staff Report (ID # 13533) Report Type: City Official Reports Meeting Date: 9/9/2021 City of Palo Alto Planning & Development Services 250 Hamilton Avenue Palo Alto, CA 94301 (650) 329-2442 Summary Title: HRB Schedule of Meeting & Assignments Title: Historic Resources Board Schedule of Meeting and Assignments From: Jonathan Lait Recommendation Staff recommends the Historic Resources Board (HRB) review and comment as appropriate. Background Attached is the HRB meeting schedule and attendance record for the calendar year. This is provided for informational purposes. If individual Boardmembers anticipate being absent from a future meeting, it is requested that be brought to staff’s attention when considering this item. No action is required by the HRB for this item. Attachments: • 2021 HRB Meeting Schedule Assignments (DOCX) 1 Packet Pg. 5 Historic Resources Board Meeting Schedule & Assignments 2021 Schedule Meeting Dates Time Location Status Planned Absences 1/14/2021 8:30 AM Cancelled Cancelled 1/28/2021 8:30 AM Cancelled Cancelled 2/11/2021 8:30 AM Cancelled Cancelled 2/25/2021 8:30 AM Virtual Meeting Regular 3/11/2021 8:30 AM Cancelled Cancelled 3/25/2021 8:30 AM Cancelled Cancelled 4/8/2021 8:30 AM Virtual Meeting Regular 4/22/2021 8:30 AM Cancelled Cancelled 5/13/2021 8:30 AM Cancelled Cancelled 5/27/2021 8:30 AM Cancelled Cancelled 6/10/2021 8:30 AM Cancelled Cancelled 6/24/2021 8:30 AM Virtual Meeting Regular 7/8/2021 8:30 AM Cancelled Cancelled 7/22/2021 8:30 AM Cancelled Cancelled 8/12/2021 8:30 AM Cancelled Cancelled 8/26/2021 8:30 AM Cancelled Cancelled 9/9/2021 8:30 AM Virtual Meeting Regular 9/23/2021 8:30 AM 10/14/2021 8:30 AM 10/28/2021 8:30 AM TBD Regular 11/11/2021 8:30 AM Veteran’s Day 11/25/2021 8:30 AM Thanksgiving 12/9/2021 8:30 AM TBD Regular 12/23/2021 8:30 AM TBD Regular 2021 Subcommittee Assignments January February March April May June July August September October November December 1.a Packet Pg. 6 Cancelled Cancelled Cancelled Cancelled Cancelled Cancelled Cancelled Cancelled Historic Resources Board Staff Report (ID # 13558) Report Type: City Official Reports Meeting Date: 9/9/2021 City of Palo Alto Planning & Development Services 250 Hamilton Avenue Palo Alto, CA 94301 (650) 329-2442 Summary Title: Report Transmitting Documents and Potential Retreat Topics to HRB Title: Official Report to Historic Resources Board Transmitting Documents Regarding Historic Preservation Program and Potential Retreat Topics From: Jonathan Lait Recommendation Staff recommends the Historic Resources Board (HRB) receive this report, review potential topics for the October 28, 2021 HRB retreat, resources and trainings. Background Upcoming Retreat The HRB Chairperson prepared a potential agenda for the October 28, 2021 HRB retreat. Ideally the retreat will be in person; however, it is possible the retreat will be a remote participation event, given the current Covid surge. No action is required by the HRB for this item. The below six potential topics and agenda order are provided for discussion and to assist the HRB chair in revising and finalizing the retreat agenda: 1. Introductions: Members convey interest in Preservation/HRB, background 2. Goals for the year: Members note two to three goals, large or small, they would like to see the HRB accomplish in the upcoming year 3. Mills Act: Review history of Mills Act in Palo Alto, decide how best to proceed1 4. Virtual Preservation (HABS): Discuss the Secretary of the Interior’s American Buildings Survey Standard (HABS) and how we might modify it to establish a digital archive of our historic properties (See page 3 of Vice Chair Pease’s document, Attachment E) 5. 1998-2000 Survey Update: Review status, access, relationship to Inventory2 1 Please see Attachment A, January 2018 document reflecting 2017 work by HRB Mills Act subcommittee and former qualified historic preservation staff Vance and Attachments B – D, older staff reports and HRB meeting minutes on subject 2 Packet Pg. 7 City of Palo Alto Planning & Development Services Department Page 2 6. HRB Outreach: Blogs, Workshops, and how best to encourage preservation in Palo Alto Palo Alto Historic Resources Inventory and Survey Update - Preservation Webpages Attached to this report are the executive summary, findings, and transmittal letter to the State Office of Historic Preservation (SHPO) for the City’s 1998-2000 survey update. The HRB and public may wish to explore the City of Palo Alto’s historic webpages viewable via homepage: https://www.cityofpaloalto.org/Departments/Planning-Development/Historic-Preservation A sample of the many documents viewable via the City’s historic preservation webpages: • The National Register of Historic Places individual properties and Historic Districts in Palo Alto are viewable here: https://www.cityofpaloalto.org/Departments/Planning- Development-Services/Historic-Preservation/Historic-Registers • Description and links to Palo Alto’s two surveys are viewable here: https://www.cityofpaloalto.org/Departments/Planning-Development-Services/Historic- Preservation/Historic-Surveys o The 1979 first historic resources survey and Inventory is viewable here: https://www.cityofpaloalto.org/files/assets/public/planning-amp-development- services/historic-preservation/1979-inventory-and-report.pdf o The historic survey update final report for the 1998-2000 survey is viewable here: https://www.cityofpaloalto.org/files/assets/public/planning-amp-development- services/historic-preservation/dames-moore-final-survey-report-2001.pdf • Links to local, County, Bay Area, State and Federal web-based documents are viewable here: https://www.cityofpaloalto.org/Departments/Planning-Development/Historic- Preservation/Historic-Resources • Palo Alto Stanford Heritage - Inventory: https://www.pastheritage.org/inventoryH.html This webpage has color photos and description of properties on the Palo Alto Historic Inventory; descriptions match those on the DPR forms in binders at City Hall. • Local Inventory Category 1-4 resources list from the 1978 Survey, as revised in 2012: https://www.cityofpaloalto.org/files/assets/public/planning-amp-development- services/historic-preservation/historic-inventory/city-historic-inventory-list.pdf Note: Since 2012, Council upgraded several properties to a higher category; this 2012 list needs to be updated online; recently, the following Downtown properties were upgraded: • 526 Waverley: Council upgraded this property from a Category 3 to a Category 2 • 235 Hamilton: Council upgraded from a Category 2 to Category 3 (part of the Ramona Historic District, this property is also individually eligible for the California Register). Upcoming CLG Trainings Certified Local Government (CLG) CAMP Trainings by the CLG Cities of Sacramento, Riverside, and San Jose, in partnership with the state Office of Historic Preservation in October and December. CAMP is the Commission Assistance and Mentoring Program by the National Alliance of Preservation Commissions (NAPC), to “build strong local preservation programs 2 Please see Attachments F- H, regarding Palo Alto’s historic preservation program 2 Packet Pg. 8 City of Palo Alto Planning & Development Services Department Page 3 through education, advocacy, and training.” HRB members who wish to attend a training may inform staff, to arrange for registration. Attachments: • Attachment A: Draft Palo Alto Mills Act Tailored Program Prepared by ARB Subcommittee 2018 (DOCX) • Attachment B: May 3, 2006 HRB Staff Report City Policy on Mills Act (PDF) • Attachment C: December 15, 1997 City Manager's Report (Policy) (PDF) • Attachment D: November 5, 1997 HRB Minutes including Mills Act discussion (PDF) • Attachment E: Vice Chair Pease June 27, 2021 Processes/Work Plan Initiatives for HRB Discussion (PDF) • Attachment F: Summary of Findings from 1998-2000 Historic Survey (PDF) • Attachment G: Executive Summary from Historic Survey Report 1998-2000 (PDF) • Attachment H: 2006 Letter to SHPO Transmitting DPRs - 1998-2000 Survey Update (PDF) 2 Packet Pg. 9 MILLS ACT TAILORED PROGRAM OUTLINE January 2018 Prepared by the City of Palo Alto & the Historic Resources Board 2.a Packet Pg. 10 1 Introduction .................................................................................................................................... 2 Tailored Program Summary ...................................................................................................................... 2 Role of the Applicant ................................................................................................................................. 3 Role of Planning Department .................................................................................................................... 3 Role of Historic Resources Board .............................................................................................................. 3 Role of Santa Clara County Assessor’s Office............................................................................................ 3 Role of California Office of Historic Preservation ..................................................................................... 3 Mills Act State Policy .................................................................................................................................... 4 State Criteria for Eligibility ........................................................................................................................ 4 State Contract Requirements .................................................................................................................... 4 Proposed Local Mills Act Policy ................................................................................................................... 5 Local Mills Act Criteria for Eligibility ......................................................................................................... 5 Local Mills Act Program Regulations ......................................................................................................... 5 Term Limitations ................................................................................................................................. 5 Tax Redirection Limitations ................................................................................................................. 5 Property Value Limitations .................................................................................................................. 5 Ranking System ................................................................................................................................... 6 Cancellation Penalty ............................................................................................................................ 6 Fees ..................................................................................................................................................... 6 Submittal Date .................................................................................................................................... 6 Local Mills Act Contract Requirements ..................................................................................................... 7 HRB Review ......................................................................................................................................... 7 Rehabilitation and Maintenance Plan ................................................................................................. 7 Eligible Work .................................................................................................................................. 7 Ineligible Work ............................................................................................................................... 8 Tax Redirection.................................................................................................................................... 8 Property Inspection ............................................................................................................................. 8 Application Checklist .................................................................................................................................... 9 Figure 1. Mills Act Contract Timeline ............................................................. Error! Bookmark not defined. 2.a Packet Pg. 11 2 INTRODUCTION Enacted by the State of California in 1972, the Mills Act grants participating local governments 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 (CGC 12.50280-50290, CRTC 1.9.439-439.4). It is the “single most important economic incentive program in California for the restoration and preservation of qualified historic buildings by private property owners.”1 An important feature of the Mills Act program is its flexibility. Although the State has certain requirements that must be included in all individual Mills Act policies, the program allows jurisdictions to develop additional requirements to insure that unique local goals and needs are met. By implementing a tailored Mills Act program in Palo Alto, with finely tuned eligibility criteria and contract requirements, the City can both incentive the thoughtful preservation of our shared heritage and wisely address the community’s priorities and needs. Tailored programs have been successfully adopted in other California cities that have similar complications like high property values and schools supported by Basic Aid.2 Tailored Program Summary The Tailored Mills Act Program for Palo Alto will be program, where all tax relief received by a property owner will be reinvested in the rehabilitation, preservation or restoration of the historic property. Work will be reviewed and approved by the Historic Resources Board (HRB) and will comply with the Secretary of the Interior’s Standards (Standards). Mills Act contracts will be open to all property types but will be limited in length, the maximum being 15 years. For educational purposes, property owners will be required to fund, with tax redirection, and display an interpretive panel along the public right of way that is visible to the public. The Mills Act program is voluntary and requires owner consent. COMMUNITY PRIORITIES AND NEEDS ADDRESSED BY THE TAILORED MILLS ACT PROGRAM 1. contributes to Affordable Housing 3. safeguards a Sense of Place 5. fosters Civic Pride 7. protects Palo Alto’s History 9. provides Preservation Incentive 2. encourages Seismic Safety 4. promotes Heritage Tourism 6. preserves Neighborhood Character 8. supports Environmentally Conscious Development 1 California Office of Historic Preservation, “Mills Act Program,” http://www.ohp.parks.ca.gov/?page_id=21412. 2 Other nearby communities with successful Mills Act programs includes Oakland, Berkeley, San Francisco, Saratoga, Los Altos, San Jose and Campbell. Cities that have both basic aid school districts and Mills Act program include Beverley Hills, Campbell, Los Altos and Saratoga. 2.a Packet Pg. 12 3 Role of the Applicant The Applicant is responsible for the maintenance and upkeep of the property during the duration of the Mills Act contract and must follow the approved Rehabilitation and Maintenance plan. The Applicant is responsible for obtaining appropriate documents, signatures and recordation attachments as well as associated fees prior to work and successful contract recordation. Role of the Planning Department The Planning Department oversees all Mills Act applications and monitors existing Mills Act properties. The Historic Preservation Planner will work with property owners to complete their applications and develop rehabilitation and maintenance plans that are specific to each property. The Planning Department will keep the applicant(s) informed throughout the year, as the application moves forward through HRB review, City Council and the Assessor’s Office. Once a Mills Act contract is entered into, all subsequent work on the property during the duration of the contract will require staff approval which includes compliance with the Standards. Role of the Historic Resources Board The HRB will first hold a hearing to consider a recommendation to City Council whether to approve, modify or deny the initial Mills Act application. Once a Mills Act contract is entered into, all subsequent work on the property during the duration of the contract will require staff approval. If staff determines proposed work does not comply with the Standards, staff will refer the application to the HRB. Role of Santa Clara County Assessor’s Office The role of the Assessor’s Office is to locate and accurately assess all taxable property Palo Alto and also serve as the county’s official record-keeper of documents such as deeds, liens, maps and property contracts. In a Mills Act Historical Property contract, the Assessor’s Office assesses qualified properties based on a state prescribed approach and records the fully executed contract. All Mills Act properties will receive an initial valuation during the application process and will be assessed annually by the January 1st lien date and in subsequent years, as required by state law. The State Board of Equalization has strict guidelines the assessor must follow in order to value Mills Act properties (Revenue and Taxation Code Section 439.2). Role of the California Office of Historic Preservation OHP provides Mills Act information to local governments and uses information provided by local governments to maintain a list of communities participating in the Mills Act program as well as copies of Mills Act ordinances, resolutions, and contracts that have been adopted. OHP does not participate in the contract negotiations, is not a signatory to the contract and has no authority over the administration of the Mills Act program. 2.a Packet Pg. 13 4 MILLS ACT STATE POLICY Effective March 7, 1973, Chapter 1442 of the Statutes of 1972 (also known as the Mills Act) added sections 50280 through 50289 to the Government Code to allow an owner of qualified historical property to enter into a preservation contract with local government. When property is placed under such a contract, the owner agrees to restore the property if necessary, maintain its historic character, and use it in a manner compatible with its historic characteristics. State Criteria for Eligibility As set forth in California’s Government Code 50280.1, a property is eligible for the Mills Act 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. State Contract Requirements As set forth by California Government code 50281, the following requirements must be included in the language of any Mills Act contract: (a) The term of the contract shall be for a minimum period of 10 years. (b) Where applicable, the contract shall provide the following: (1) For the preservation of the qualified historical property and, when necessary, to restore and rehabilitate the property to conform to the rules and regulations of the Office of Historic Preservation of the Department of Parks and Recreation, the United States Secretary of the Interior’s Standards for Rehabilitation, and the State Historical Building Code. (2) For the periodic examinations of the interior and exterior of the premises by the assessor, the Department of Parks and Recreation, and the State Board of Equalization as may be necessary to determine the owner’s compliance with the contract. (3) For it to be binding upon, and inure to the benefit of all successors in interest of the owner. A successor in interest shall have the same rights and obligations under the contract as the original owner who entered into the contract. 2.a Packet Pg. 14 5 PROPOSED LOCAL MILLS ACT POLICY The proposed Tailored Mills Act Program must include all the State contract requirements above. In addition, staff is proposing to include the following more restrictive criteria to balance historic preservation with the significant competing goals of the community, which is allowed under the State’s Mills Act program. Local Mills Act Criteria for Eligibility As allowed by the State, staff proposes the following local modifications of the term “qualified historical property” which will be defined as any property that meets any 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 the California Register of Historical Resources; (c) Listed on the City’s Historic Inventory as Category 1 through 4, as defined in Section 16.49.020 of PAMC (b); or (d) Contributing to a Local Historic District, as defined in Section 16.49.020 of PAMC (c). Local Mills Act Program Regulations As allowed by the State, staff proposes the following local regulations, which do not invalidate State requirements: (a) Term Limitations: Mills Act Contracts will have a minimum term of ten years and a maximum term of 15 years. This is accomplished by the City issuing a notice of nonrenewal in the 5th year of the agreement, after which the remaining 10-year term of the contract occurs before the agreement formally terminates. During the 10 year phase-out period, the property tax benefits enjoyed by the Mills Act property gradually decrease until they reach the full regularly assessed value of the property at the end of the final year (Figure 1). (b) Tax Redirection Limitations: A limit will be set on the total tax redirection that can be associated with Mills Act properties. Program impact on City revenues will be limited to $150,000/year, to be adjusted annually in amount equivalent to the percent change of the overall assessed valuation of the City for the previous year, excluding those properties that have been issued a notice of nonrenewal. (c) Property Value Limitations: A limit will be set on total property value that would be eligible for Mills Act contract. Pre-contract assessed valuation limits will be $5,000,000 or less for residential and $10,000,000 or less for commercial.3 3 To be adjusted for inflation 2.a Packet Pg. 15 6 Figure 1. Mills Act Contract Timeline (c) Ranking System: A ranking system will be employed by the HRB when reviewing Mills Act applications that is based on community priorities and needs and utilizes the criteria listed below. Staff considers that the scope of the required rehabilitation plan will ensure that all applications for a Mills Act will bestow a major public benefit on the community by extensively rehabilitating and maintaining historic properties. Public access to private homes is not a requirement. A higher ranking will be given to those applications that demonstrate that entering into a Mills Act contract: ▪ Will result in more affordable housing units; ▪ Will substantially reduce the threat to the historic property of demolition, deterioration, abandonment and/or general neglect; ▪ Will result in the greatest number of improvements to the historic property, resulting in the greatest benefit to the public. (d) Cancellation Penalty: Noncompliance with the provisions of a Mills Act contract will result in either legal action against the owner or contract cancellation. A contract may be cancelled if the City determines that the owner has breached any of the conditions of the contract or has allowed the property to deteriorate to the point that it no longer meets the standards for a qualified historical property. The contract may also be canceled it is determined that the owner has failed to restore or rehabilitate the property in the manner specified in the contract. No contract shall be canceled until property owner has been properly noticed and a public hearing is held. If the contract is cancelled, the owner must pay a penalty of 12.5% of the market value of the property at the time of cancellation, per state law.4 The cancellation fee shall be paid to the City Tax Collector at such time and in such manner as the City shall prescribe. (e) Fees: Initial permit and planning fees will be waived for Mills Act participants. There will be no application fee for submitting a Mills Act contract application but a one- time activation fee of $250 will be required if the contract is selected and initiated. 4 California Government Code, Article 12, Section 50286 2.a Packet Pg. 16 7 (f) Submittal Date: Applications will only be accepted and approved during the month of June in any given year in order to allow sufficient time for the City and Assessor’s Office to determine the cumulative financial impact, to record contracts prior to January 1st in any given year and to reduce the cost of processing applications. Local Mills Act Contract Requirements As allowed by the State, staff proposes the following local additions to the State’s contract requirements: (a) HRB Review: All Mills Act applications, including rehabilitation and maintenance plans and subsequent work, will be reviewed and approved by the Historic Resources Board. (b) Rehabilitation and Maintenance Plans: A rehabilitation and maintenance plan will be required to be submitted for attachment to the Mills Act contract. All work performed must conform to the rules and regulations of the California Office of Historic Preservation, including compliance with the Secretary of the Interior’s Standards and the State Historic Building Code. The rehabilitation plan must include restoration of the identified character defining features of the property and the removal or compatible replacement of incompatible alterations. The rehabilitation plan can include exterior and interior work that has been pre-approved. Qualified rehabilitation and restoration work that commenced up to two years before the establishment of the contract may be indicated on the ten-year rehabilitation plan. An annual report detailing the rehabilitation and restoration work performed during the past year along with the overall cost of the work performed will also be required. In general, work that is directly related to the repair or improvement of structural and architectural features of the historic building will qualify. Examples of eligible and ineligible work include but are not limited to: Eligible Work ▪ Seismic upgrading ▪ Foundation repair ▪ Re-roofing and downspout restoration ▪ Exterior siding and trim repair and restoration ▪ Historic windows repair and restoration ▪ Paint exterior ▪ Removal of inappropriate additions and construction ▪ Plumbing system upgrades 2.a Packet Pg. 17 8 ▪ Electrical system upgrades ▪ Original door, hardware and other features restoration ▪ Front iron fencing restoration ▪ Chimney stabilization ▪ Consulting/Professional fees (limit this?) ▪ Repair and restoration of original interior features (like original built-ins and woodwork) must get HRB approval to be considered eligible ▪ HVAC systems (heating, ventilation and air conditioning) ▪ Solar panels must be essential to the operation or maintenance of the rehabilitated historic building and must get HRB approval to be considered eligible5 Ineligible Work ▪ New construction and additions ▪ Landscaping ▪ Homeowner labor ▪ Acquisition/furnishing costs ▪ Parking lot (c) Tax Redirection: All tax savings must be redirected into rehabilitation work for the property and the anticipated construction must be equal to or greater than tax savings. (d) Property Inspection: The property will be inspected annually/ every two years/ dependent on work proposed by the Historic Preservation Planner (accompanied by the Building Official if necessary) to determine compliance with the Mills Act contract and approved Rehabilitation and Maintenance plan. (e) Educational Component: For educational purposes, property owners will be required to fund, with tax redirection, and display an interpretive panel along the public right of way that is visible to the community. The panel will include information on the history and architectural merit of the home for the public to enjoy. The property will also be used for exterior home tours at the discretion of the City and other promotional material with proper notification. 5 See National Park Service, Historic Tax Credit Qualified Expenses explanation on solar panels. Generally, HVAC features are included as eligible cost so the function and purpose of a renewable energy system will determine if it is an eligible expense. Systems that produce electricity to back feed the power grid may not qualify (https://www.nps.gov/tps/tax-incentives/before-apply/qualified-expenses.htm). 2.a Packet Pg. 18 9 APPLICATION CHECKLIST 2.a Packet Pg. 19 2.b Packet Pg. 20 2.b Packet Pg. 21 2.b Packet Pg. 22 2.b Packet Pg. 23 2.b Packet Pg. 24 2.b Packet Pg. 25 2.b Packet Pg. 26 2.b Packet Pg. 27 2.b Packet Pg. 28 2.b Packet Pg. 29 2.b Packet Pg. 30 2.b Packet Pg. 31 2.b Packet Pg. 32 2.b Packet Pg. 33 2.b Packet Pg. 34 2.b Packet Pg. 35 2.b Packet Pg. 36 2.b Packet Pg. 37 2.b Packet Pg. 38 2.b Packet Pg. 39 2.b Packet Pg. 40 2.b Packet Pg. 41 2.b Packet Pg. 42 2.b Packet Pg. 43 2.b Packet Pg. 44 2.b Packet Pg. 45 2.b Packet Pg. 46 2.b Packet Pg. 47 2.b Packet Pg. 48 2.b Packet Pg. 49 2.b Packet Pg. 50 2.b Packet Pg. 51 2.b Packet Pg. 52 2.b Packet Pg. 53 2.b Packet Pg. 54 2.b Packet Pg. 55 2.b Packet Pg. 56 2.b Packet Pg. 57 2.b Packet Pg. 58 2.b Packet Pg. 59 2.b Packet Pg. 60 2.b Packet Pg. 61 2.b Packet Pg. 62 2.b Packet Pg. 63 2.b Packet Pg. 64 2.b Packet Pg. 65 2.b Packet Pg. 66 2.b Packet Pg. 67 2.b Packet Pg. 68 2.b Packet Pg. 69 2.b Packet Pg. 70 2.b Packet Pg. 71 2.b Packet Pg. 72 2.b Packet Pg. 73 2.b Packet Pg. 74 2.b Packet Pg. 75 2.c Packet Pg. 76 2.c Packet Pg. 77 2.d Packet Pg. 78 2.d Packet Pg. 79 2.d Packet Pg. 80 2.d Packet Pg. 81 2.d Packet Pg. 82 2.d Packet Pg. 83 1 Potential HRB Processes and Work Plan Initiatives FOR DISCUSSION ONLY Christian Pease, Vice Chair Prepared at the request of Caroline Willis, Chair City of Palo Alto Historic Resources Board (HRB) Purpose – The intent of this document is to facilitate board discussion pursuant to the completion of a Work Plan, as mandated by the City Council for its consideration and approval. Initial Assumptions – 1) City staff resources assist the HRB with new initiatives will tightly constrained for the foreseeable future. 2) Little of no budget (beyond staff hours) will be available to fund HRB initiatives generally. HRB Outreach – There appears to be consensus that the goal of establishing an on-going, effective, and sustainable HRB outreach program is important to continued relevance of the HRB and appropriate preservation of Palo Alto’s historic resources over time.. Preservation Constituencies – The public worth and purpose of any civic organization or entity is by nature commonly defined and measured by the value it provides or creates for its constituents. Identifying and honing in on specific segments within the more expansive definition of “community” (residents, businesses, stakeholders, etc.) is typically considered a best practice for maximizing benefits in for the cost and time invested in doing so. With respect to historic preservation, constituent segments might include: 1) Owners who believe their property has historic merit and are interested in obtaining a historic designation, but first need to understand the costs and advantages of doing so – what the process entails and to what end. 2.e Packet Pg. 84 2 2) Professional investors, real estate developers, and builders who need a clear understanding what may, or may not constitute a historic site or structure, what the associated financial implications might be for their project, as well as how to proceed efficiently to resolve open questions in order to make informed decisions. 3) Enthusiasts, volunteers with avocational knowledge, professionally skilled and expert retirees, and youth motivated to engage community service projects in support of their college and university admissions goals – are all part of Palo Alto’s rich pool of talent. This abundance talent present opportunities to source contributions in support preserving historic assets that might not otherwise not be done. Example HRB initiatives per its required work plan – For property owners: Adoption of the Mills Act – State of California – an economic incentive program for the restoration and preservation of qualified historic buildings by private property owners. Apparently, quite a bit of work has already been done to compile and shape the information and data needed for the City Council to consider adoption of the Mills Act. But this work has laid fallow since the only fulltime historic preservation city staff position was eliminated some years ago. Nonetheless, this presents an opportunity for the HRB to revisit this work in progress and potentially build upon it. For example: Pursuant to motivating City Council consideration and adoption of the Mills Act, what existing documentation/work-in-progress materials are extant? And what is required to gain access to them for review and evaluation? How might the HRB develop a task plan to identify and scope the effort needed to prepare those materials for submission? And what new research and analysis might be needed to fit them current conditions and realities? For example, what have other nearby and in-region cities done with respect to adopting the Mills Act – including understanding municipal revenue impacts – so Palo Alto can take advantage of what they have learned and done? 2.e Packet Pg. 85 3 For developers and builders: Creation of local digital preservation standard – to capture content and create records of historic Palo Alto structures that are slated to be demolished or significantly altered. Premise: Adequate virtual preservation is better than no preservation at all! For me, the demolition of the Campos building on El Camino Real trigged this idea. That structure was deemed unqualified preservation and it was torn down without documenting any of its salient features. What is interesting is that in a time that emphasizes inclusion of people of color and other marginalized communities that have long been left out much of the historical record, the imperative to do so had to be balanced with the need for new, additional housing. And there is also a precedent for this virtual approach: The Secretary of Interior Historic American Buildings Survey Standard (HABS). HABS is slowly evolving from its analogue roots, however it remains too complex, resource intensive, and costly to provide a reasonable way to routinely capture content associated with historic buildings, that for whatever reason, are going to be demolished. The goal would be to create a local standard that streamlines digital capture, workflow, and archiving of virtual historic preservation content, including best practices that make it easy for practitioners to learn and implement. Again, there is a lot of civic minded talent in our city. Just one example is the Palo Alto Camera Club, whose membership includes many talented, award winning, and technically skilled shooters. The club is often approached to cover local events on a volunteer, or small stipend basis. Gaining support for this preservation technique suggests many possibilities: • Surveying and analyzing same or similar, or otherwise relevant digital preservation efforts or programs used in other California municipalities.. • Scoping and validating cost parameters: Front-end, one-time costs for content capture, organization, and quality assurance; back-end and ongoing costs for repository and access infrastructure and operations. • Identify advantages that this approach might covey to key constituencies and stakeholders such as property owners and developers, as well as generating historical, educational, accessibility benefits to our community as whole. 2.e Packet Pg. 86 Palo Alto Historical Survey Update (1997-2001) 10/20/2015 SUMMARY OF FINDINGS Page 1 of 6 Properties determined to be eligible for listing in the National Register of Historic Places Name/ Type Theme & Period Location No. of Properties Characteristics Notes Various Properties/ Individual Resources Palo Alto Early History and Architecture, 1890s- 1940s Concentrated in Downtown/ North Palo Alto 165 (147 existing) Early residences, commercial buildings, institutions, and other structures Various architectural styles/ types The individual resource evaluations (Status Codes) were listed in the California Historical Resources Information System (CHRIS) in 2006 Square Cottages/ Multiple Property Resource Palo Alto Early Housing, 1890s-1900s Concentrated in Downtown/ North Palo Alto 25 Historic working/ middle class housing: one-story cottages/ bungalows Queen Anne, Colonial Revival, Bungalow styles The identified Square Cottages were previously listed in the Historic Inventory in 1979 Two-Story Square Boxes/ Multiple Property Resource Palo Alto Early Housing, 1890s-1900s Concentrated in Downtown/ North Palo Alto 17 Historic working/ middle class housing: two-story houses, flats, apartments Craftsman, Colonial Revival, Renaissance, Prarie styles The identified Two-Story Square Boxes were previously in the Historic Inventory in 1979 Professorville /District Palo Alto Early History and Architecture, 1890s- 1940s Bounded by Addison, Cowper, Embarcadero, and Emerson streets 187 Early residential neighborhood associated with the first generation of University faculty Victorian, Craftsman, Prairie, Period Revival, Exotic Revival architectural styles The Professorville district was previously listed in the National Register, 1979/ Historic Inventory, 1979 & 1993 Updates are recommended Green Gables /District Mid-Century Modern Residential Design, 1950 Wildwood Lane, Greer Road, Channing Avenue, Ivy Lane 63 Suburban residential subdivision developed by Eichler Homes Uniform single-story development in Mid-Century Modern style The Green Gables district was listed in the National Register of Historic Places in 2005 2.f Packet Pg. 87 Palo Alto Historical Survey Update (1997-2001) 10/20/2015 SUMMARY OF FINDINGS Page 2 of 6 Properties that may be eligible for listing in the California Register of Historical Resources – Further evaluation may be required to determine historical resource status Name/ Type Theme & Period Location No. of Properties Characteristics Notes Various Properties/ Individual Resources Palo Alto Early History and Architecture, 1890s-1940s Concentrated in Downtown/ North Palo Alto 1,915 Early residences, commercial buildings, institutions, and other structures Various architectural styles/ types Potential individual resources include properties previously identified as potentially significant but not yet intensively evaluated, as follows:  Study Priority Lists 1 & 2  Status Codes of “6” Cottage Courts of College Terrace /Multiple Property Resource Early University Housing, 1927- 1940s College Terrace 50 Historic student/ working class housing: groupings of vernacular bungalows and cottages Associated with the University’s influence on the development of Mayfield/ Palo Alto The Cottage Courts of College Terrace are considered to be a potential multiple property resource because:  Period and thematic area are defined and justified  Contextual theme is established/ apparent Christmas Tree Lane /District Palo Alto Residential Architecture, 1930-1940 Fulton Street, 1700-1800 blocks 31 Two-story, stucco-clad single family homes built within a decade Monterey Revival, French Norman Revival, English Tudor Revival, Spanish Colonial Revival, Colonial Revival architectural styles Unusual architectural cohesion for Palo Alto Christmas Tree Lane is considered to be a potential district because:  Boundary is defined and justified  Contextual theme is established/ apparent  Minimal alterations/ intrusions 2.f Packet Pg. 88 Palo Alto Historical Survey Update (1997-2001) 10/20/2015 SUMMARY OF FINDINGS Page 3 of 6 Properties for which insufficient information exists to indicate that a historical resource may be present – Further evaluation is not required unless new information becomes available regarding historical resource status Name/ Type Theme & Period Location No. of Properties Characteristics Notes Coastland Subdivision /District Early Post-War Residential Development, 1947 Vicinity of Oregon Expressway Approx. 100 Single developer, mass produced suburban residential tract Minimal Traditional architectural style Insulated, curvilinear street pattern The Coastland Subdivision is not sufficiently documented as a potential district because:  Boundary is not defined or apparent  Significance of architecture/ design is not established*  Subsequent alterations/ intrusions require analysis *Existing 1940s-era street light fixtures have aesthetic value and should be maintained Crescent Park /District Palo Alto Neighborhood Development, 1920s-1930s Bordered by San Francisquito Creek, Chaucer Street, Hamilton- Center-Dana streets, and Newell Road Approx. 200-300 Historic upper middle class neighborhood, developed for automobile owners Mixed lot sizes, house types, and architectural styles Several master architects represented by individual developments Crescent Park is not sufficiently documented as a potential district because:  Boundary is not defined or apparent  Cohesive district theme is not established  Criteria/ thresholds for contributors are not defined  Subsequent alterations/ intrusions require analysis Emerson- Hamilton Downtown Expansion Area /District Early Downtown Development, 1922-1927 Hamilton and Emerson Streets (overlaps with the Ramona Street district) 7 (6 existing) Two-story commercial storefront buildings Palo Alto Improvement Company developments on Hamilton, Ramona The Emerson-Hamilton Downtown Expansion Area is not sufficiently documented as a potential district because:  District lacks integrity due to 2.f Packet Pg. 89 Palo Alto Historical Survey Update (1997-2001) 10/20/2015 SUMMARY OF FINDINGS Page 4 of 6 Properties for which insufficient information exists to indicate that a historical resource may be present – Further evaluation is not required unless new information becomes available regarding historical resource status Name/ Type Theme & Period Location No. of Properties Characteristics Notes and Bryant Streets Era of downtown development and expansion subsequent removal of a key contributor and non- compatible redevelopment Remaining contributors were previously listed in the Historic Inventory, 1979 & 1993 and/or National Register, 1986 Emery Subdivision /District Palo Alto Neighborhood Development, 1930s-1940s Byron, Webster, Santa Rita, and North California streets Approx. 50-75 Historic middle class neighborhood Mix of period revival and ranch styles Tract developed by individual homeowners The Emery Subdivision is not sufficiently documented as a potential district because:  Boundary is not defined or apparent  Significance of architecture/ design is not established  Criteria/ thresholds for contributors are not defined  Subsequent alterations/ intrusions require analysis Hamilton- University Avenues /District Palo Alto Early Residential Architecture, 1908-1925 Hamilton and University Avenues between Middlefield Road and Chaucer Street Approx. 50-100 Historic upscale residential neighborhood Large residences, commonly Tudor Revival and English vernacular sources Post-1906 development boom, including San Francisco exoduses Hamilton-University Avenues is not sufficiently documented as a potential district because:  Boundary is not defined or apparent  Criteria/ thresholds for contributors are not defined  Subsequent alterations/ intrusions require analysis 2.f Packet Pg. 90 Palo Alto Historical Survey Update (1997-2001) 10/20/2015 SUMMARY OF FINDINGS Page 5 of 6 Properties for which insufficient information exists to indicate that a historical resource may be present – Further evaluation is not required unless new information becomes available regarding historical resource status Name/ Type Theme & Period Location No. of Properties Characteristics Notes Palo Alto Avenue- San Francisquito Creek /District Palo Alto Neighborhood Development, 1900-1930 Palo Alto Avenue between Emerson and Bryant streets; possibly Webster, Byron, and Fulton streets Approx. 50-150 Historic middle class neighborhood Wood frame residences in suburban/ parkland setting Craftsman/ bungalow predominant Developed adjacent to City linear parklands Palo Alto Avenue-San Francisquito Creek is not sufficiently documented as a potential district because:  Boundary is not defined or apparent  Cohesive district theme is not established  Criteria/ thresholds for contributors are not defined  Subsequent alterations/ intrusions require analysis Roble Ridge Road- Matadero Avenue /District Early Rural Residential Development, 1918-? Roble Ridge Road-Matadero Avenue 25-30 Historic upper middle class residential enclave Eclectic rural properties located in a U-shaped street pattern Developments associated with Dr. William Herbert Carruth et al. Roble Ridge Road-Matadero Avenue is not sufficiently documented as a potential district because:  Boundary and period are not defined or apparent  Significance of architecture/ design is not established  Criteria/ thresholds for contributors are not defined  Subsequent alterations/ intrusions require analysis Seale Addition /District Palo Alto Neighborhood Development, 1900-1940 Coleridge Avenue, 200-600 blocks, and cross blocks of Bryant, Waverley, Emerson streets; Approx. 200-400 Historic middle class neighborhood Mix of period revival styles Tract developed by individual homeowners The Seale Addition is not sufficiently documented as a potential district because:  Boundary is not defined or apparent  Cohesive district theme is not 2.f Packet Pg. 91 Palo Alto Historical Survey Update (1997-2001) 10/20/2015 SUMMARY OF FINDINGS Page 6 of 6 Properties for which insufficient information exists to indicate that a historical resource may be present – Further evaluation is not required unless new information becomes available regarding historical resource status Name/ Type Theme & Period Location No. of Properties Characteristics Notes Cowper and Waverley Streets between Seale and California Avenues established  Criteria/ thresholds for contributors are not defined  Subsequent alterations/ intrusions require analysis Southgate /District Palo Alto Neighborhood Development, 1923-1950s Bounded by the Southern Pacific Railroad, Park Boulevard, El Camino Real, and Churchill Avenue Approx. 200-250 Historic upper middle class neighborhood, developed for automobile owners Stucco-clad houses; mix of period revival, ranch and modern styles Subdivision design by the Palo Alto Development Company Southgate is not sufficiently documented as a potential district because:  Significance of architecture/ design is not established*  Criteria/ thresholds for contributors are not defined  Subsequent alterations/ intrusions require analysis *Existing 1920s-era street light fixtures have aesthetic value and should be maintained 2.f Packet Pg. 92 EXECUTIVE SUMMARY The Palo Alto Historical Survey Update was an ambitious, multi-year project involving the efforts of the survey consultant Dames & Moore, over 100 local volunteers, and the City’s Planning Division Staff. The survey update identified, recorded, and evaluated properties that appeared eligible for the National Register of Historic Places (NRHP). This final survey report was prepared to present the findings of the survey update and to present the various types of information that were developed during the survey. The contents of the final survey report include Historical Overview of Palo Alto’s Built Environment (Chapter 1), Survey Methodology (Chapter 2), Findings (Chapter 3), Potential Historic Districts Summaries (Chapter 4), Multiple Property Nominations Summaries (Chapter 5), Historical Contexts Summaries (Chapter 6), Bibliography (Chapter 7), List of Volunteers (Chapter 8), and DPR523 records (Chapter 9). CHAPTER 1 — HISTORICAL OVERVIEW OF PALO ALTO’S BUILT ENVIRONMENT This historical overview presents those aspects of Palo Alto’s history and architecture that were addressed in the survey update of 1997-2000. The 1979 survey identified many of the most obvious landmarks in the city, including the shingled houses of Professorville, major houses and commercial buildings in the Spanish Colonial Revival (or Early California) style and the works of several major architects. The buildings that were identified in 1979 overwhelmingly represented the homes and businesses of the middle and upper middle classes and were the products of an elite segment of the real estate, design, and building industries. While these same types of buildings and groups are amply represented in the 1997-2000 survey update, there is also much greater attention given to the rest of the spectrum. This essay attempts to present a picture of the history of Palo Alto’s built environment at all levels without repeating subjects covered in 1979. At every moment, very different kinds of people lived in the city, and they built very different kinds of buildings based on class, income, beliefs, and taste. This essay covers the period up to about 1947. For the major Spanish Colonial Revival style buildings, for Professorville, for a discussion of Palo Alto’s architectural styles, and for the downtown 1 2.g Packet Pg. 93 development of University Avenue, see the 1979 survey and its survey report. This historical overview was written by Michael Corbett, survey director. CHAPTER 2 — SURVEY UPDATE METHODOLOGY Notable aspects of the survey were the methodology designed to efficiently address a very large number of buildings, an attempt to address a new feature of the built landscape — the post-war subdivision — and a thorough consideration of all aspects of the NRHP criteria for buildings, structures, objects, sites, and districts. The survey process involved three main stages or phases — the initial reconnaissance survey, an intensive survey, and preparation of DPR523 records. The survey process is described in detail in the Methodology section of this report. CHAPTER 3 — SURVEY UPDATE FINDINGS The Palo Alto Historical Survey Update evaluated 291 properties for individual eligibility for the National Register of Historic Places (NRHP). Of these 291 properties, 165 appear eligible for the NRHP and 126 appear ineligible for the NRHP. The Evaluation Table in this section provides a listing of all properties and their eligibility. In addition to the properties that were evaluated for individual eligibility for the NRHP, 13 potentially significant historic districts, that warrant further study to determine their NRHP eligibility, and three multiple property types were identified. CHAPTER 4 — POTENTIAL HISTORIC DISTRICTS IN PALO ALTO A complete survey will identify significant properties in several categories: buildings, structures, objects, sites, and districts. Each of these different types of properties is identified and evaluated through a combination of field work and historical research. Most potentially significant properties in Palo Alto are buildings (e.g. houses, churches, commercial buildings) or structures (e.g. water tower). One property has been classified as a site (Alta Mesa Cemetery). The last type of property — the historic district — may include one or all of the other types of properties. 2 2.g Packet Pg. 94 Historic districts are usually the last type of property identified in a survey. This is an example of the cumulative nature of the survey process. Understanding the city’s history and having identified buildings that are individually significant provides the knowledge and basis for “seeing” districts. In a historic district the whole is greater than the sum of its parts. For example, while a district may be composed of houses which are all individually significant, it is more common that elements of districts may not be individually significant. In other words, a district that is found to be eligible for the National Register of Historic Places may include buildings that have not previously been assessed as individually eligible for either the National Register of Historic Places or the California Register of Historical Resources. Thirteen areas were identified as potential National Register historic districts by Michael Corbett, survey director. The potential districts were identified on the basis of the history of Palo Alto and on the presence of concentrations of older buildings. A historic district can be made up entirely of buildings that lack individual distinction if the group is cohesive and significant. In almost every case, additional study is needed before a definitive evaluation can be made. In most cases, an important factor in this additional study would be the definition of a period of significance, the definition of boundaries, and the evaluation of the integrity of the district. The potential historic districts identified in the survey update are described in Chapter 4 of this report. CHAPTER 5 — MULTIPLE PROPERTY NOMINATIONS IDENTIFIED IN THE SURVEY UPDATE National Register Bulletin 16B: How to Complete the National Register Multiple Property Documentation Form, describes an alternative method for nominating certain types of properties to the NRHP. “Groups of related significant properties” may be nominated on a Multiple Property Documentation Form as a way of saving time and effort. Preparation of a multiple property nomination may also serve as a way of generating an historical context that recognizes a property type whose significance was not previously evident. Although treated as a group, properties documented using the Multiple Property format are individually eligible for the NRHP. At this time, three types of properties appear eligible for the NRHP using the Multiple Property format, and the 3 2.g Packet Pg. 95 final report provides a summary of these three types. These multiple property nominations were identified by Michael Corbett, survey director. CHAPTER 6 — HISTORICAL CONTEXTS DEVELOPED IN THE SURVEY UPDATE This section summarizes the historical contexts used in the preparation of the evaluations on the DPR523 records for the survey. Historical contexts are general histories of a variety of subjects which make it possible to compare and evaluate individual properties. There are several types of entries of historical contexts in this section. Some are only a list of standard sources of information that was consulted for the context (these generally are either for well known and documented aspects of Palo Alto or for subjects that are more general in nature). Other entries are a narrative text that was written for the survey (these generally are for subjects specific to Palo Alto). Another source of historic contexts was the book Palo Alto: A Centennial History by Ward Winslow. The contexts in this section were prepared by Michael Corbett, survey director, and various survey volunteers. CHAPTER 7 — SURVEY UPDATE BIBLIOGRAPHY The bibliography lists general sources used in conducting the survey update and in preparing the final survey report. Sources used only in documenting specific properties are cited on the specific DPR523 records, district summaries, or historical contexts to which they apply. CHAPTER 8 — LIST OF VOLUNTEERS FOR THE SURVEY UPDATE The Palo Alto Historical Survey Update was the result of the combined efforts of Dames & Moore, local volunteers, and City of Palo Alto Planning Division staff. The volunteers were trained by the historical consultants Dames & Moore to perform tasks that required them to record information. The volunteers recorded information about the existing physical appearance of buildings in Study Priority 1 (using field forms prepare by Dames & Moore), took photographs of these buildings, conducted property specific research for Study Priority 1, maintained files on each property, and researched and wrote historical 4 2.g Packet Pg. 96 contexts. A list of volunteers who participated in the survey update is provided in this section. CHAPTER 9 — DPR523 RECORDS PREPARED IN THE SURVEY UPDATE In California, the results of surveys and the evaluations are typically summarized and recorded on a standard form known as the California State Historic Properties (DPR523) Record. Preparation of the DPR523 records was the final phase of the evaluation process. Two hundred ninety one DPR523 records were prepared as part of the survey update. Copies of these DPR523 records may be found at the Guy C. Miller Archives of the Palo Alto City Library and the City of Palo Alto Planning Division. 5 2.g Packet Pg. 97 6 2.g Packet Pg. 98 2.h Packet Pg. 99 2.h Packet Pg. 100 2.h Packet Pg. 101 Historic Resources Board Staff Report (ID # 13532) Report Type: Approval of Minutes Meeting Date: 9/9/2021 City of Palo Alto Planning & Development Services 250 Hamilton Avenue Palo Alto, CA 94301 (650) 329-2442 Summary Title: HRB Draft Minutes June 24, 2021 Title: Approval of Historic Resources Board Draft Minutes of June 24, 2021 From: Jonathan Lait Recommendation Staff recommends the Historic Resources Board (HRB) adopt the attached meeting minutes. Background Attached are minutes for the following meeting(s): • June 24, 2021 Attachments: • Attachment A: HRB Draft Minutes June 24, 2021 (DOCX) 3 Packet Pg. 102 City of Palo Alto Page 1 Call to Order/Roll Call Present: Chair David Bower, Vice Chair Shepherd; Board Members, Michael Makinen, Margaret Wimmer, Christian Pease, Gogo Heinrich, Caroline Willis Absent: Oral Communications [None] Agenda Changes, Additions and Deletions [None] Officer Election 1. Election of Chair and Vice Chair Chair Bower said he will stay on the Board until the end of his term. He said he thinks he has done enough as Chair to step aside and let someone else run with the baton. In addition, he said Ms. Shepherd is moving, and this will be her last meeting. He thanked her for her service and all the information she has shared from the Santa Clara County Historic Committee. Chair Bower invited nominations for Chair. Board Member Makinen and Board Member Wimmer declined to be nominated. Board Member Wimmer nominated Board Member Willis for Chair, saying she has been on the Board before, is very informed, has great experience and is very enthusiastic. Chair Bower nominated Board Member Pease for Chair, stating he is another new member with energy and interest. He said Board Member Willis has also expressed interest in initiatives important to the HRB, so he would be pleased to have either of them as Chair. Board Member Pease declined the nomination as Chair, but appreciated the confidence demonstrated in him. Board Member Willis accepted the nomination for Chair. Chair Bower nominated Board Member Pease as Vice Chair. Board Member Pease accepted this nomination. Motion by Chair Bower to nominate Board Member Willis as Chairman and Board Member Pease as Vice Chair. Seconded by Board Member Shepherd. Board Member Willis stated that if she does chair the HRB, she expects the Committee to meet more often and develop some goals to evidence progress in accomplishing a few things during the next year. HISTORIC RESOURCES BOARD MEETING DRAFT MINUTES: June 24, 2021 Virtual Teleconference Meeting 8:31 A.M. 3.a Packet Pg. 103 City of Palo Alto Page 2 Board Member Pease said when there are no properties in the docket to review, he would like to have meetings from time to time to look at the Work Plan and evaluate where they are, to keep motivated and moving. The motion carried unanimously. Chair Bower congratulated Board Member Willis and turned the meeting over to her. City Official Reports 2. Historic Resources Board Schedule of Meetings and Assignments. Ms. French explained that there is no major project on the docket for July, but the Committee could certainly meet in July. Meetings will remain on Zoom until further notice. She thought there was talk of coming back to a hybrid model, potentially by August, but this has not been confirmed. She said there are two calendar dates each month for meetings. During the past reporting period five meetings were held. Ms. French shared the dates for upcoming meetings and asked that if anyone has an issue with any of the dates to let Vinh or her know, so they can secure the next meeting date. It was agreed to cancel the July 8th meeting date. Chair Willis asked if they were restricted to Zoom for a retreat. Ms. French said she would explore this, but thought it wise to look towards August for this, when City staff starts coming back into the building. Chair Willis indicated she would like to meet on July 22nd to review subcommittee assignments and talk about how to organize the committee for the next year. She would also like to do an in-person retreat, because she feels there is a different type of connection when there is some down-time, especially outside of “Zooming.” A July 22nd Zoom meeting was agreed upon. Ms. French said she understands that the City Clerk will be advertising for the position to be vacated by Board Member Shepherd, but they may not have a seventh member for a few months. Board Member Bower said he assumed that they would not meet on Veterans Day and Thanksgiving, and also wondered about December 23rd, which they have typically not done. Chair Willis agreed that these three dates could be cancelled. She encouraged all to be available on December 9th, because she does think they lose momentum when they wait too long. Action Items 3. Discuss the Historic Resources Board’s (ARB) Draft Work Plan Shared With the City Council Ms. French made a brief presentation on this item. She thanked Board Member Shepherd for her service on the Committee and service as the Vice Chair. She shared the HRB Work Plan and explained the items that are intended to be part of the plan. Council accepted the Work Plan on June 21st and did not add any items. The HRB may add items during the year, and will also have the opportunity to work on the next fiscal year plan. Council Member Cormack clarified that all of the Work Plans were on the Consent Agenda for the Council, and nothing was pulled from Consent, so while it was reviewed, it was not an action or discussion item. Ms. French shared a slide defining the purview of the HRB, as listed in the Code. She presented a slide as detailed in the staff report, with information drawn from the CLG (Certified Local Government) report, indicating the five items on the Work Plan for the next fiscal year. These include review of alterations to historic resources; supporting implementation of Comprehensive Plan policies; inventory upgrades and nominations; improving outreach, reviewing incentives, and developing the work program for FY 22-23; and Tailored Mills Act Program discussion. She shared the Comprehensive Plan, Goal L-7, which includes robust goals pertaining to historic resources. She shared a number of additional policies which would be good topics for the Committee to examine and discuss, perhaps at the retreat. 3.a Packet Pg. 104 City of Palo Alto Page 3 In regard to “inventory upgrades and nominations,” Board Member Bower asked Ms. French to share with the Board what happened with the application for the Mid-Century Modern Survey of Palo Alto, since they have had a grant application ready for three years. Ms. French said there is an opportunity every May to submit the grant applicant. She had received in the past year an estimate of cost from their lead consultant, but a decision was made not to move forward because of uncertainty with the budget as well as lack of a dedicated staff member for the program. The deadline has passed for this year, but she said it would be great to take this on in the next year and get permission and support to submit the application. Board Member Bower said he finds this very frustrating and unsupportive of the HRB. That the grant would be free money to the City, but can’t be submitted because the City can’t find staff funding, even in this difficult time, is unacceptable. He wondered why there is not money available for this after three years. Ms. French said it was a combination of budget cuts. There were positions cut from the budget in prior years, and they were in the budget cycle for this year, but it was uncertain what was going to happen. They are able to use salary savings to pay for consultant help, but it is harder to commit to hiring a full time position with uncertainty in budgets. Vice Chair Pease asked who makes this decision. Ms. French said Director Lait would make the decision in consultation with folks that are preparing the budget. She said there are a number of initiatives, such as the Housing Element, and it’s the same staff that are doing so many things. Vice Chair Pease said if it was ready to go, he doesn’t understand not submitting it. Ms. French said it’s not that the application needs more work. The problem is if the grant is awarded, it will require staff work to focus on it. Board Member Shepherd suggested, if staff availability is an issue, they could perhaps outsource, at least to a consultant, a public program to raise awareness about mid-century architecture in Palo Alto. She informed them that Stanford is going to be tearing down a mid-century building, the Lou Henry Hoover Memorial Building, a low, white structure with very distinctive colonnade of white arches. She said she was sorry to report that the County of Santa Clara has approved the demolition permit, and the Historical Heritage Commission did vote to support the staff recommendation, although they qualified it with advice as to adjustments that could be made to the design for the new building, which is taller, more massive and, some felt, not responsive to context. The Zoning Administrator/Officer disregarded that advice. She thinks they will be seeing other mid-century buildings coming down at Stanford in the relatively near future and she sees it as an opportunity for Palo Alto to take the lead and at least start educating people. Chair Willis said this is something they will want to talk about next month when they are together again. She likes the idea of workshops or online tours or other ways to approach it. She asked the Board Members to think about how they would like to see this done, and resources, aside from staff, that might be available, adding that some of the members of the past community would help with legwork if needed. She asked Ms. French if members of the public could be present in breakout groups. Ms. French said yes, as part of a retreat. Chair Willis also asked if the Ad Hoc committees are restricted to Board Members, or if they can include outsiders. She feels Ad Hoc committees are a good way to move things forward. Since the Board is reduced to six, and many members are new, they could benefit from some outside help, and it might be a way to lead people to joining the HRB. Vice Chair Pease said this touches on a point he wanted to raise, after attending two of the annual conferences for the Preservation Foundation. There are a number of presentations about cities larger than Palo Alto that have done a good job of crowdsourcing a lot of work for preservation, including data entry, recording of structures before they’re demolished, and other things. He thought it was interesting, and if there is a chronic shortage of staff which bottlenecks progress, then it’s something that should be discussed in this outreach. He said, while they should consider financial incentives, those seem less than adequate to be compelling in the current market, in many cases. Chair Willis asked Vice Chair Pease to summarize this proposal and send a brief report regarding how this might happen. Ms. French asked him to send the report to her or Vinh to distribute to the Board, warning that they must always be careful about the communication methods. Chair Willis asked Ms. French to also send out the slides on the Comprehensive Plan, as they are particularly relevant to the Board. She would also like the notebook given to new HRB members that gives the relevant 3.a Packet Pg. 105 City of Palo Alto Page 4 parts of the Code without having to look through everything. Ms. French said the webpages have links, but she will compile something and send it out to the Board along with the Comprehensive Plan policies, to reinvigorate discussions in preparation for the retreat. Ms. French said there is not a need for the HRB to adopt the Work Plan, because it has already been transmitted, but if there are comments, they could consider reviewing it again, and if there are changes to be made, it could be revised at that time. Chair Willis thought this should be a primary item for the next meeting, focusing on whether there is anything missing from the Work Plan. Approval of Minutes 4. Approval of Historic Resources Board Draft Minutes of April 8, 2021 Chair Willis pointed out remarks on pages 8 and 9 that were made by her but attributed to Board Member Wimmer. She asked when the switch to summary minutes will occur. Vinh indicated this could happen immediately. Council Member Cormack pointed out an error in transcription on page 2, in Ms. French’s comments, where “I quit” guidelines should be “Eichler” guidelines. Motion by Board Member Bower, seconded by Board Member Shepherd, to approve the minutes as corrected. Council Member Cormack pointed out that votes must now be oral, and raising of hands does not constitute a vote. Ms. French concurred and said that with official actions, voice votes are needed. She added that, for those who were not in attendance at a meeting, they need to abstain from voting on approval of minutes. The motion to approve the minutes of April 8, 2021, as corrected, carried unanimously, by roll call vote. Board Member Bower noted that the election of Chair and Vice Chair should probably be taken again, by roll call vote. Motion by Board Member Bower moved, seconded previously by Board Member Shepherd, to nominate Caroline Willis as Chair. The motion passed, 7-0, by roll call vote. Motion by Board Member Bower moved, seconded previously by Board Member Shepherd, to nominate Christian Pease as Vice Chair. The motion passed, 7-0, by roll call vote. Board Member Questions, Comments or Announcements Chair Willis invited questions and comments from the Board. Board Member Shepherd shared that she has enjoyed serving on the HRB. She encouraged the Board Members to let others know about Leadership Palo Alto, which is how she learned of the opportunity five years ago, when she was new in town. She reported that the City Council voted at their last meeting to extend the lease for the Palo Alto History Museum, in their efforts to restore the building, including using grant money awarded from the County for the roof, so hopefully there will be great momentum again. She said the survey is completed regarding the community stakeholder group in the San Juan Hill neighborhood. The County commissioned the survey 15 months ago. The consultant was ESA. The community group met five times. The County Planning Department will make their recommendations at the next Board of Supervisors meeting. The survey identified four potential historic districts and 180 eligible historic homes. They did not do HSAs as initially proposed in the contract for 15 structures. She said nothing new will be added to the Historic Resource Inventory as a result of the survey, but the appendix exists with all of the data that has been collected by the Stanford Historical Society, and it is a good resource. Planning staff is not proposing to go forward with any historic districts. Unfortunately, coming out of this, people are even more confused about what that might mean, thinking it’s expensive and invasive. They don’t understand that it might increase the value of their homes. Board Member Shepherd went on to comment that, in thinking of what to do at their retreats and training, the Board might consider ESA, who did a nice 30-minute presentation about historic districts in general. 3.a Packet Pg. 106 City of Palo Alto Page 5 She said when she came to Palo Alto she didn’t know anything about its historic districts, and she thinks they are looking pretty good now after the experience she’s had. She suggested it might be helpful for some of the newer or returning people to have a brush-up about what Palo Alto has, how they got there, and how well it’s working now. Going forward, there will be no new historic districts, there will be no additions to the Historic Resource Inventory, unless someone applies for a demolition permit or a major renovation. She explained the three choices staff is giving to the Supervisors. One is to continue the status quo, which is somewhat better than it was when it started, because staff did go back and look at the 2000 General Use Permit, where they found in the Historic Resource section that there were regulations that were not being enforced either by the County or by Stanford, so they are attempting to be more vigilant. The second option is to invest money in further research around one or more of the historic districts. She said she is sure there will be absolutely no appetite for that because there is no money and no community support for it. The third plan is to work with the Stanford Community Plan, which would possibly present an opportunity in the future to restrict the increasing density in large lots in the San Juan Hill neighborhood. She thinks this came about partly because there were concerns that buildings and homes were being left derelict and would be torn down, and more units would be built on the properties. The thought is that within the Community Plan it is possible to restrict density there, but only if they find other higher density housing elsewhere on campus, which could be a very long process. Council Member Cormack offered a minor correction regarding the Palo Alto History Museum, that the Council did not vote to extend the lease. There is no lease. They voted to direct staff to work to create a lease. The funding is quite complicated. If anyone is interested in where it came from, she was happy to explain that and why she voted against using the funding in that manner at another time. She thanked Ms. Shepherd for her service and was sorry she could not shake her hand. She wished her the best. The City Council and community appreciates her service and are glad she has been a part of the community. Chair Willis thanked Council for approving the funding for the Roth Building, saying might not have been the best use of those funds, but it is easier to encourage preservation in Palo Alto when the City is onboard with its own properties. They are grateful that this happened. Chair Willis said she hopes all will be at the next meeting on July 22nd. The two subcommittees she envisions for this year are one on the Mills Act and one on public engagement, so they might be thinking about where they might want to engage on those. She would like to see everyone do one or the other. She asked Ms. French about a letter regarding a house built in the commercial district, near Fry’s, in which the writer was requesting assistance. She said it was an attached to the agenda, and she wondered if anyone had responded to it. Board Member Bower said this was in regard to 340 Sherman. Ms. French added that she had replied to the email. Board Member Bower commented, in regard to the Fry’s site, that the committee that has been working on the site once again came up with nothing that works in terms of historic preservation of Fry’s. He thought the worst recommendation for the Fry’s Building – which is an incredibly important historic building in Palo Alto and California history – was to tear it down and replace it with multiple units. The last plan proposal was going to modify the building, much the way the Varsity Theater Building has been modified to totally obliterate its interior historic features and characteristics. Board Member Bower said he was dumbfounded that there wasn’t better representation about the importance of the building and thought that Sobrato, oddly enough, gets it right. It ought to remain, in his opinion, as a mixed commercial building, because that is the only way to preserve its historic character, but the committee examining it was tone deaf about it. He feels they ought to be watching that situation, because it’s an important building for Palo Alto. Adjournment Chair Willis moved to adjourn the meeting. Seconded by Vice Chair Pease, the motion carried, 7-0, by voice vote. 3.a Packet Pg. 107